prod-memory-management

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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.

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NPX Install

npx skill4agent add evolutionapi/evo-nexus prod-memory-management

Memory Management

Memory makes Claude your workplace collaborator - someone who speaks your internal language.

The Goal

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:
  • todd → Todd Martinez, Finance lead, prefers Slack
  • PSR → Pipeline Status Report (weekly sales doc)
  • oracle → Oracle Systems deal, not the company

Architecture

CLAUDE.md          ← Hot cache (~30 people, common terms)
memory/
  index.md         ← Catálogo centralizado por categoria (auto-updated)
  log.md           ← Registro cronológico de operações (append-only)
  glossary.md      ← Full decoder ring (everything)
  people/          ← Complete profiles
  projects/        ← Project details
  context/         ← Company, teams, tools
  trends/          ← Weekly metric snapshots (JSON)
CLAUDE.md (Hot Cache):
  • Top ~30 people you interact with most
  • ~30 most common acronyms/terms
  • Active projects (5-15)
  • Your preferences
  • Goal: Cover 90% of daily decoding needs
memory/glossary.md (Full Glossary):
  • Complete decoder ring - everyone, every term
  • Searched when something isn't in CLAUDE.md
  • Can grow indefinitely
memory/people/, projects/, context/:
  • Rich detail when needed for execution
  • Full profiles, history, context

Lookup Flow

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/.

File Locations

  • Working memory:
    CLAUDE.md
    in current working directory
  • Deep memory:
    memory/
    subdirectory

Working Memory Format (CLAUDE.md)

Use tables for compactness. Target ~50-80 lines total.
markdown
# 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

Deep Memory Format (memory/)

memory/glossary.md - The decoder ring:
markdown
# 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:
markdown
# 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:
markdown
# 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:
markdown
# 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 |

How to Interact

Decoding User Input (Tiered Lookup)

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.

Adding Memory

When user says "remember this" or "X means Y":
  1. Glossary items (acronyms, terms, shorthand):
    • Add to memory/glossary.md
    • If frequently used, add to CLAUDE.md Quick Glossary
  2. People:
    • Create/update memory/people/{name}.md
    • Add to CLAUDE.md Key People if important
    • Capture nicknames - critical for decoding
  3. Projects:
    • Create/update memory/projects/{name}.md
    • Add to CLAUDE.md Active Projects if current
    • Capture codenames - "Phoenix", "the migration", etc.
  4. Preferences: Add to CLAUDE.md Preferences section

Recalling Memory

When user asks "who is X" or "what does X mean":
  1. Check CLAUDE.md first
  2. Check memory/ for full detail
  3. If not found: "I don't know what X means yet. Can you tell me?"

Progressive Disclosure

  1. Load CLAUDE.md for quick parsing of any request
  2. Dive into memory/ when you need full context for execution
  3. Example: drafting an email to todd about the PSR
    • CLAUDE.md tells you Todd = Todd Martinez, PSR = Pipeline Status Report
    • memory/people/todd-martinez.md tells you he prefers Slack, is direct

Bootstrapping

Use
/productivity:start
to initialize by scanning your chat, calendar, email, and documents. Extracts people, projects, and starts building the glossary.

Conventions

  • Bold terms in CLAUDE.md for scannability
  • Keep CLAUDE.md under ~100 lines (the "hot 30" rule)
  • Filenames: lowercase, hyphens (
    todd-martinez.md
    ,
    project-phoenix.md
    )
  • Always capture nicknames and alternate names
  • Glossary tables for easy lookup
  • When something's used frequently, promote it to CLAUDE.md
  • When something goes stale, demote it to memory/ only

What Goes Where

TypeCLAUDE.md (Hot Cache)memory/ (Full Storage)
PersonTop ~30 frequent contactsglossary.md + people/{name}.md
Acronym/term~30 most commonglossary.md (complete list)
ProjectActive projects onlyglossary.md + projects/{name}.md
NicknameIn Key People if top 30glossary.md (all nicknames)
Company contextQuick reference onlycontext/company.md
PreferencesAll preferences-
Historical/stale✗ Remove✓ Keep in memory/

Promotion / Demotion

Promote to CLAUDE.md when:
  • You use a term/person frequently
  • It's part of active work
Demote to memory/ only when:
  • Project completed
  • Person no longer frequent contact
  • Term rarely used
This keeps CLAUDE.md fresh and relevant.

Operations (LLM Wiki Pattern)

Three core operations maintain the knowledge base:

Ingest (via memory-sync, daily 21:15)

When new information arrives, it's not just saved — it's propagated:
  • New info about a person → update their people/ file AND any projects/ that mention them
  • New project detail → update glossary.md codename entry + CLAUDE.md if active
  • Role change → update people/, glossary.md, and CLAUDE.md hot cache
  • After any change → update index.md catalog + append to log.md

Query (during conversations)

When synthesizing a complex answer, the valuable result can be filed back as a new memory entry — knowledge compounds through use, not just accumulation.

Lint (via memory-lint, weekly Sunday 09:00)

Periodic health check that detects:
  • Contradictions — mismatches between CLAUDE.md hot cache and memory/ deep storage
  • Stale claims — dates older than 60 days, closed Linear issues still listed as open
  • Orphan files — files in memory/ not listed in index.md
  • Coverage gaps — active projects/people in CLAUDE.md without memory/ files
  • Missing cross-references — people in projects without people/ files, and vice versa
Fixes what it can automatically, flags the rest for manual review.