shawn-sandy/agentic-memory-management

Audit and optimize a CLAUDE.md / project memory file against Claude Code best practices.

Optimization principle — Keep only rules that would change Claude's behavior versus its built-in defaults; cut everything else. Tighten the rules that survive so each load-bearing instruction reads crisply: verb-first, one idea per bullet, no hedging. This principle governs both the audit (what to flag) and the rewrite (what to keep or cut in Step 5).

Freedom level: Rigid — Execute all seven steps in the order listed. Do not skip, combine, or reorder them. Plan-mode pre-check — If the system indicates plan mode is active when reaching Step 5, defer all write-related prompts and actions (Steps 5–6, including rule-file creation and CLAUDE.md overwrites) until the user exits plan mode. Read-only steps (1–4) may proceed in plan mode. Operational rules — Audit only the file specified. Do not scan the entire project unless asked. Steps 5 and 6 are opt-in — do not rewrite the file without explicit confirmation. Memory load order: project rules → project memory → user memory → CLAUDE.local.md. Combined instruction count across all loaded files is what matters. Use @path/to/file import syntax to reference external docs without embedding their full content.

When not to use

Does not cover SKILL.md files, slash commands, or general markdown.

Table of Contents

• Step 1 — Resolve the target file
• Step 2 — Read and measure
• Step 3 — Run the 6-dimension audit
• Step 4 — Present the scored report
• Step 5 — Offer an optimized version
• Step 6 — Offer to write the optimized file
• Step 7 — Verify the write

---

Step 1 — Resolve the target file

Determine which CLAUDE.md to audit using this priority order:

1. Explicit path provided in the user's message (if present)
2. CLAUDE.md in the current working directory (primary project location)
3. .claude/CLAUDE.md in the current working directory (alternate, checked if primary absent)
4. ~/.claude/CLAUDE.md (global user-level)

If both CLAUDE.md and .claude/CLAUDE.md exist, audit CLAUDE.md (root takes priority) and note that the alternate location was skipped.

Tell the user which file will be audited before continuing. If none of the four locations has a file and no argument was given, stop and ask the user to provide a path.

If a path was given but the file does not exist, stop and report the error clearly.

---

Step 2 — Read and measure

Read the target file in full (Read), then collect these metrics:

• Line count — total lines in the file
• Instruction count (estimated) — count verb-starting bullet points, numbered directives, and bolded imperatives (e.g., **Always**, **Never**). Acknowledge a ±30–50 variance in your estimate.
• Section inventory — list every ## heading present
• Sensitive data scan — use Grep -nE on the target file with the pattern sk-|ghp_|AKIA|xoxb-|-----BEGIN|[A-Z_]+=[[:alnum:]_]{20,}. Report each match with its line number and a masked value (never print full secret text). Masking rule: if token length ≥ 8, show first 4 + *** + last 4 (e.g. sk-a***b3x4); if length 4–7, show first 2 + *** + last 2; if length < 4, show ****. If no matches, report "No secrets found."
• Import scan — detect any @path/to/file references in the file. List each one found. Determine the import root: if the audited file is inside the workspace (current working directory), use the workspace root; if it is outside (e.g., ~/.claude/CLAUDE.md), use the audited file's own directory as the root. Resolve each import relative to the audited file's directory, then reject any path that is absolute, contains .. traversal, or resolves outside the import root; for rejected paths report "import <path> rejected: outside project root" and skip Read. For each allowed imported file, attempt to Read it and report its line count — do not follow imports found inside those files (strictly one level deep). If the imported file exceeds 500 lines, skip counting it but include a warning: "import <path> has N lines — exceeds 500-line cap, not counted." Sum the counts of all imports under the cap and report as "effective lines (incl. imports): N (approximate, one level deep)." Note that imported content counts toward effective instruction load but is not visible in the raw line count.

Report all five metrics before proceeding to Step 3.

---

Step 3 — Run the 6-dimension audit

Score each dimension 0, 1, or 2. Maximum score: 12.

Full dimension definitions, scoring tables, and example audit output are in references/audit-steps.md. Load that file before scoring.

---

Step 4 — Present the scored report

Output a structured report in this format:

## CLAUDE.md Audit Report

**File:** [path audited]
**Lines:** [n] | **Estimated instructions:** [n ± 30–50]

### Scores

| Dimension              | Score | Max |
|------------------------|-------|-----|
| Instruction Budget     | [n]   | 2   |
| Section Quality        | [n]   | 2   |
| 80% Rule Compliance    | [n]   | 2   |
| Progressive Disclosure | [n]   | 2   |
| Safety & Hygiene       | [n]   | 2   |
| Structure              | [n]   | 2   |
| **Total**              | **[n]** | **12** |

**Grade:** [see scale below]

Grade scale:

| Total | Grade | |-------|--------------| | 10–12 | Optimized | | 7–9 | Functional | | 4–6 | Needs work | | 0–3 | Rewrite |

After the table:

1. Critical Issues — list any secrets found, plus dimension scores of 0, in priority order
2. Per-dimension findings — one bullet per dimension with specific observations
3. Top 3 recommendations — the highest-impact changes, in order

When Progressive Disclosure scores 0 or 1, include as a Top 3 item: "Consider invoking the sibling memory-tools:path-rules-advisor skill to break path-specific content into .claude/rules/ files — it is purpose-built for this workflow. You can also use Step 5's inline rule-file generation as a fallback."

When Safety & Hygiene scores below 2 due to default-restating rules, name them explicitly in the per-dimension finding: quote one or two examples from the file and label them "default-restating" so the user can recognise the pattern and apply the same cut test to the rest.

---

Step 5 — Offer an optimized version

Use AskUserQuestion to ask: "Would you like me to generate an optimized version of this file in the chat?" (Yes / No)

If the user says yes, generate the optimized content in a code block in the chat (do not write to disk yet). Apply these transformations:

• Remove any credentials or secrets (replace with [REDACTED - move to .env])
• Extract 80%-rule violations and path-specific content — these will be offered as .claude/rules/ files below, not embedded in the CLAUDE.md output
• Condense padded or overly verbose sections (summarize rather than reproduce)
• Add stub headings for any missing key sections from Dimension 2
• Cut rules that only restate Claude's built-in behavior — keep only rules that would change what Claude does by default (e.g., "write clear code" is a default; "never abbreviate variable names in this codebase" is a rule)
• Tighten kept rules to crisp imperatives — verb-first, one idea per bullet, no hedging or padding; preserve the user's stated intent and any constraint they called out explicitly
• Do not invent new content — preserve the user's intent and wording where possible

Offer to generate .claude/rules/ files:

For each section removed as an 80%-rule violation or path-specific content:

1. Show the proposed rule file in a code block with paths: frontmatter:

---
paths:
  - "<glob>"
---

# <Descriptive Title>

- Rule bullet 1
- Rule bullet 2
- Rule bullet 3

2. Check if .claude/rules/ exists. If not, use AskUserQuestion to ask: "The .claude/rules/ directory does not exist. Should I create it?" (Yes / No)
3. Use AskUserQuestion to ask: "Should I write this to .claude/rules/<name>.md?" (Yes / No) Wait for explicit confirmation before writing each file.

Path-rules delegation: If Progressive Disclosure scored ≤ 1, recommend invoking memory-tools:path-rules-advisor instead of manually creating rule files here. Keep the inline flow above as a fallback if the user prefers to stay in this skill.

After the CLAUDE.md code block, show a separate callout:

---

To make this skill always available in your project, add the following to your CLAUDE.md (replace <plugin-dir> with the path passed to --plugin-dir when loading this plugin):

@<plugin-dir>/skills/agentic-memory-management/SKILL.md

---

If the user says no, stop here.

---

Step 6 — Offer to write the optimized file

Use AskUserQuestion to ask: "Should I write this to disk? Commit or back up your current CLAUDE.md first — this will overwrite it." (Yes / No)

If the user says yes, use AskUserQuestion again with: "Final confirmation: overwrite <audited file path> with the optimized version now?" (Yes / No)

Write only the file that was audited in Step 1, and only after both confirmations are affirmative.

Verification gate — before writing, re-check the audited file's own frontmatter. If it opens with --- and that block is unterminated or contains a line that is not a YAML key/value, do not overwrite it: REPORT rather than write, naming the file and the offending line.

---

Step 7 — Verify the write

Run immediately after the Step 6 write. Show the resulting diff, then assert the file still parses and still has a body.

TARGET=<substitute the path written in Step 6 — not a literal>
if git ls-files --error-unmatch "$TARGET" >/dev/null 2>&1; then
  git --no-pager diff -- "$TARGET"
else
  git --no-pager diff --no-index -- /dev/null "$TARGET" || true
fi
python3 - "$TARGET" <<'EOF'
import sys
path = sys.argv[1]
text = open(path, encoding='utf-8').read()
body = text
if text.startswith('---\n'):
    end = text.find('\n---', 3)
    if end == -1:
        sys.exit(f"MALFORMED: {path} opens a frontmatter block that is never closed")
    for n, line in enumerate(text[4:end].splitlines(), 2):
        # Indented lines are nested values or block-scalar continuations, which
        # carry no colon of their own. Only top-level keys are checked.
        if not line.strip() or line[:1] in (' ', '\t'):
            continue
        s = line.strip()
        if not s.startswith(('#', '- ')) and ':' not in s:
            sys.exit(f"MALFORMED: {path} line {n}: expected a YAML key/value, got {s!r}")
    body = text[end + 4:]
if not body.strip():
    sys.exit(f"EMPTY: {path} has no body content")
print(f"OK: {path} parses, {len(body.strip().splitlines())} body lines")
EOF

If the command exits non-zero, STOP. Report the failure with the file path and the printed reason, tell the user to restore from their backup (git checkout -- <path> where the file is tracked), and do not attempt a second write.