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Two-tier memory system that makes Claude a true workplace collaborator. Decodes shorthand, acronyms, nicknames, and internal language so Claude understands requests like a colleague would. CLAUDE.md for working memory, memory/ directory for the full knowledge base.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
| name | memory-management |
| description | Two-tier memory system that makes Claude a true workplace collaborator. Decodes shorthand, acronyms, nicknames, and internal language so Claude understands requests like a colleague would. CLAUDE.md for working memory, memory/ directory for the full knowledge base. |
| metadata | {"upstream-id":"anthropics-knowledge-work","upstream-rev":"55447a28e6c785444197cecde5a401b44f830161","upstream-path":"productivity/skills/memory-management","upstream-imported":"2026-06-20T00:00:00.000Z"} |
Memory makes Claude your workplace collaborator - someone who speaks your internal language.
Transform shorthand into understanding:
User: "ask todd to do the PSR for oracle"
↓ Claude decodes
"Ask Todd Martinez (Finance lead) to prepare the Pipeline Status Report
for the Oracle Systems deal ($2.3M, closing Q2)"
Without memory, that request is meaningless. With memory, Claude knows:
CLAUDE.md ← Hot cache (~30 people, common terms)
memory/
glossary.md ← Full decoder ring (everything)
people/ ← Complete profiles
projects/ ← Project details
context/ ← Company, teams, tools
CLAUDE.md (Hot Cache):
memory/glossary.md (Full Glossary):
memory/people/, projects/, context/:
User: "ask todd about the PSR for phoenix"
1. Check CLAUDE.md (hot cache)
→ Todd? ✓ Todd Martinez, Finance
→ PSR? ✓ Pipeline Status Report
→ Phoenix? ✓ DB migration project
2. If not found → search memory/glossary.md
→ Full glossary has everyone/everything
3. If still not found → ask user
→ "What does X mean? I'll remember it."
This tiered approach keeps CLAUDE.md lean (~100 lines) while supporting unlimited scale in memory/.
CLAUDE.md under Claude Code, AGENTS.md under Codex (referred to as CLAUDE.md throughout this skill)memory/ subdirectoryUse tables for compactness. Target ~50-80 lines total.
# Memory
## Me
[Name], [Role] on [Team]. [One sentence about what I do.]
## People
| Who | Role |
|-----|------|
| **Todd** | Todd Martinez, Finance lead |
| **Sarah** | Sarah Chen, Engineering (Platform) |
| **Greg** | Greg Wilson, Sales |
→ Full list: memory/glossary.md, profiles: memory/people/
## Terms
| Term | Meaning |
|------|---------|
| PSR | Pipeline Status Report |
| P0 | Drop everything priority |
| standup | Daily 9am sync |
→ Full glossary: memory/glossary.md
## Projects
| Name | What |
|------|------|
| **Phoenix** | DB migration, Q2 launch |
| **Horizon** | Mobile app redesign |
→ Details: memory/projects/
## Preferences
- 25-min meetings with buffers
- Async-first, Slack over email
- No meetings Friday afternoons
memory/glossary.md - The decoder ring:
# Glossary
Workplace shorthand, acronyms, and internal language.
## Acronyms
| Term | Meaning | Context |
|------|---------|---------|
| PSR | Pipeline Status Report | Weekly sales doc |
| OKR | Objectives & Key Results | Quarterly planning |
| P0/P1/P2 | Priority levels | P0 = drop everything |
## Internal Terms
| Term | Meaning |
|------|---------|
| standup | Daily 9am sync in #engineering |
| the migration | Project Phoenix database work |
| ship it | Deploy to production |
| escalate | Loop in leadership |
## Nicknames → Full Names
| Nickname | Person |
|----------|--------|
| Todd | Todd Martinez (Finance) |
| T | Also Todd Martinez |
## Project Codenames
| Codename | Project |
|----------|---------|
| Phoenix | Database migration |
| Horizon | New mobile app |
memory/people/{name}.md:
# Todd Martinez
**Also known as:** Todd, T
**Role:** Finance Lead
**Team:** Finance
**Reports to:** CFO (Michael Chen)
## Communication
- Prefers Slack DM
- Quick responses, very direct
- Best time: mornings
## Context
- Handles all PSRs and financial reporting
- Key contact for deal approvals over $500k
- Works closely with Sales on forecasting
## Notes
- Cubs fan, likes talking baseball
memory/projects/{name}.md:
# Project Phoenix
**Codename:** Phoenix
**Also called:** "the migration"
**Status:** Active, launching Q2
## What It Is
Database migration from legacy Oracle to PostgreSQL.
## Key People
- Sarah - tech lead
- Todd - budget owner
- Greg - stakeholder (sales impact)
## Context
$1.2M budget, 6-month timeline. Critical path for Horizon project.
memory/context/company.md:
# Company Context
## Tools & Systems
| Tool | Used for | Internal name |
|------|----------|---------------|
| Slack | Communication | - |
| Asana | Engineering tasks | - |
| Salesforce | CRM | "SF" or "the CRM" |
| Notion | Docs/wiki | - |
## Teams
| Team | What they do | Key people |
|------|--------------|------------|
| Platform | Infrastructure | Sarah (lead) |
| Finance | Money stuff | Todd (lead) |
| Sales | Revenue | Greg |
## Processes
| Process | What it means |
|---------|---------------|
| Weekly sync | Monday 10am all-hands |
| Ship review | Thursday deploy approval |
Always decode shorthand before acting on requests:
1. CLAUDE.md (hot cache) → Check first, covers 90% of cases
2. memory/glossary.md → Full glossary if not in hot cache
3. memory/people/, projects/ → Rich detail when needed
4. Ask user → Unknown term? Learn it.
Example:
User: "ask todd to do the PSR for oracle"
CLAUDE.md lookup:
"todd" → Todd Martinez, Finance ✓
"PSR" → Pipeline Status Report ✓
"oracle" → (not in hot cache)
memory/glossary.md lookup:
"oracle" → Oracle Systems deal ($2.3M) ✓
Now Claude can act with full context.
When user says "remember this" or "X means Y":
Glossary items (acronyms, terms, shorthand):
People:
Projects:
Preferences: Add to CLAUDE.md Preferences section
When user asks "who is X" or "what does X mean":
Use /productivity:start to initialize by scanning your chat, calendar, email, and documents. Extracts people, projects, and starts building the glossary.
todd-martinez.md, project-phoenix.md)| Type | CLAUDE.md (Hot Cache) | memory/ (Full Storage) |
|---|---|---|
| Person | Top ~30 frequent contacts | glossary.md + people/{name}.md |
| Acronym/term | ~30 most common | glossary.md (complete list) |
| Project | Active projects only | glossary.md + projects/{name}.md |
| Nickname | In Key People if top 30 | glossary.md (all nicknames) |
| Company context | Quick reference only | context/company.md |
| Preferences | All preferences | - |
| Historical/stale | ✗ Remove | ✓ Keep in memory/ |
Promote to CLAUDE.md when:
Demote to memory/ only when:
This keeps CLAUDE.md fresh and relevant.
Track external upstream skill repositories: import a skill from upstream into this catalogue, modify it locally without losing the baseline, monitor the upstream for new commits since the last review, and review each upstream commit one-by-one to accept, skip, defer, or cherry-pick it into the local copy. Use when the user says "import skill from <repo>", "vendor <repo>", "monitor upstream for new commits", "what's changed upstream", "check upstream for updates", "review upstream commit", "backport <sha>", or "follow <repo> for new skills". Operates on `upstream/sources.yaml` (manifest), `upstream/decisions/<id>.log` (per-source review cursor), and `.cache/upstream/<id>.git` (local bare partial clone). Helper scripts under this skill's `scripts/` do the deterministic git work; the agent following this SKILL.md drives the decisions.
Produces a one-page cross-functional business snapshot for SMB owners — cash position (QuickBooks), sales trend (PayPal/Square), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail/Slack), and the single most important thing needing attention today. Proactively tries every available connector and gracefully scopes to whatever is connected — one connector gives a partial pulse; the full stack gives the full picture. Trigger when the user asks how the business is doing, wants a snapshot, a weekly summary, a Monday brief, or says anything like "what am I missing" or "catch me up on the business."
Reads AR/AP, historical cash timing, and known fixed costs from QuickBooks, PayPal, Stripe, or Square — or a CSV upload — and produces a 30/60/90-day cash flow forecast with percentage-variance confidence bands and named risk flags. Delivers a chat summary and a downloadable XLSX. Use when the user asks "forecast my cash flow," "will I make payroll," mentions "runway," or says "cash crunch." Falls back to CSV upload when no connector is live.
Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all.
Keeps HubSpot current without the owner opening it: creates and updates contacts and deals from email and calendar context, logs notes and calls, and flags stale records. The 'stop doing data entry' skill. Use when the user asks to update the CRM, log a call, clean up HubSpot, or add context to a deal.
Aggregates PayPal disputes, HubSpot feedback and tickets, and email sentiment (plus pasted or exported Google/Yelp reviews) into a themes report with verbatim evidence and a "do these three things this week" list. Use when the user asks how customers are feeling, for review analysis, what people are saying, or about disputes.