SkillAtlasSkill 详情

document-retention-map

Your landlord kept your deposit.

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项目 README

来源文件:README.md

抓取于 2026年8月19日

🧠 PM Skills — 1117 Professional Agent Skills for Claude, ChatGPT, Gemini, Cursor, Codex & Hermes

PM Skills — 1117 professional skills your AI assistant can read. Plain markdown, works with Claude, ChatGPT, Gemini, Cursor, and Codex. MIT licensed.

Your landlord kept your deposit. Your mom got a medical bill that makes no sense. You got laid off on a Tuesday. Someone you love died, and no one handed you the checklist.

Generic AI gives you filler for the moments that matter most. PM Skills gives your AI the exact framework a senior professional would use — for 1,117 real tasks, across work and life.

👉 Start with your moment, not the catalogue → Skill Packs

🍼 New parent · 💼 Just laid off · 🌍 New to this country · 👵 Caring for a parent · 🕊️ Losing someone · 💸 Money in crisis · 🔑 Starting over · 🤖 Getting serious about AI

In the official Anthropic plugin directory Stars npm PyPI Skills SkillCheck SkillSpec Security Audit Version License Sponsor Listed in Awesome Claude Skills Skill of the day Free runs served Website & newsletter

What is PM Skills?

PM Skills is an open-source library of 1117 Agent Skills — plain-markdown SKILL.md files that teach an AI assistant to do one professional task to a senior professional's standard, from writing a PRD to decoding a lease or running a blameless postmortem. Each skill bundles the framework, an output template, quality checks, and anti-patterns. It is MIT-licensed and works with Claude, ChatGPT, Gemini, Cursor, and Codex.

Decode a lease before you sign it. Write a PRD your team can execute. Simulate the promotion committee before the real one meets. Check the weather with zero API keys. Generic AI gives you filler; these give you the structure a senior professional actually uses.

Works natively in Claude Code and Hermes Agent, with ready-to-paste exports for ChatGPT, Gemini, Cursor, Codex and 8 more tools. (PM stands for Professional, not just Product Management.)

Claude Code — native ChatGPT exports Gemini exports Cursor, Codex, Windsurf — one command MCP — any client
Telegram bot Slack app Raycast launcher Obsidian plugin n8n connector
Python — pip install pm-skills Hugging Face dataset Docker image on ghcr GitHub Actions

🐣 New here? Pick a door — each takes about 30 seconds

  1. Just looking → open the ▶ Playground and run a skill in your browser. Nothing to install, nothing to sign up for.
  2. You use Claude Code → type /plugin, search pm-skills, install. Done — ask "decode this lease" and watch.
  3. You use anything else → npx pm-claude-skills add and pick your tool from the menu (Cursor, Codex, Windsurf, ChatGPT, Gemini…).
  4. Want the guided tour → browse the searchable catalogue site and subscribe to get an email whenever new skills launch.

Nothing here can scare your setup. A skill is a markdown file your AI reads — no runtime, no telemetry, no accounts. Installing copies text files; uninstalling is deleting them. Skeptical? Good instinct: read one first — it's designed to be read by humans too.

Don't know what to look for? Describe your task in plain words at 🔎 find — "my landlord kept my deposit", "board meeting on Thursday" — and it names the skill.

Subscribe to the PM Skills newsletter

Never miss a new skill. New ones drop regularly — subscribe to the newsletter and get a short email with a real example whenever they launch. No spam, unsubscribe anytime. Prefer no email? Follow via RSS or browse the newsletter archive.


🧠 Not just what to do — how to think

Most skills here answer "do this task." A new family answers "think differently about my life."

LLMs have one big weakness: they're too correct. On open-ended questions they give the safe, average, textbook answer — technically right and completely forgettable. Two new bundles fight that head-on (inspired by parallel-divergent-ideation research):

💭 pm-thinking — think better

Escape the generic answer and stress-test your own decisions:

🎯 pm-focus — get unstuck

ADHD-friendly executive function (useful for everyone):

✨ See it in action

It's not just a folder of files — the whole library is explorable, runnable, and a little bit magic. All of this runs in your browser, free, nothing to install:

The Skill Playground: pick the Executive Update skill, fill in a few notes, hit run, and watch a structured executive briefing stream out — all in the browser
▶ Pick a skill → fill a short form → run it → a senior-grade artifact streams out. No install, your key stays in your browser (or run free with no key).

Galaxy 3D — fly through all 1117 skills as a glowing constellation you orbit and click into
🌌 Galaxy 3D — fly through all 1117 skills as a living constellation. The ones you've run burn brighter.
PM Skills Wrapped — your practice turned into a shareable, Spotify-Wrapped-style story
🎁 Wrapped — your practice, as a shareable story. 100% local — nothing leaves your browser.

▶ Open the Playground to run any of the 1117 skills with your own key — or just browse them all.

💬 What can I ask it to do?

Anything below is a real ask that activates a real skill — say it in your own words, the description does the routing:

🏠 "decode this lease before I sign" → lease-decoder📋 "write the PRD for our referral feature" → prd-template🚨 "blameless postmortem for Friday's outage" → incident-postmortem
💰 "practice my salary negotiation" → salary-negotiation📉 "why is churn up this quarter?" → churn-analysis⚖️ "rank the backlog with RICE" → rice-prioritisation
🛂 "prep me for the visa interview" → the-visa-interview🔨 "is this contractor quote fair?" → home-contractor-quote-decoder🏡 "should we rent or buy?" → rent-vs-buy
📝 "draft my self-review honestly" → performance-review🚀 "are we ready to launch?" → product-launch-checklist📬 "my inbox is 4,000 deep" → email-triage-system

…all 1117 asks live in the catalog.

⚡ Quick start

You want to…Do this
Browse the skillsSKILLS.md — the full catalog · or the searchable web catalog
Install in Claude Code/plugin → search pm-skills (it's in the official Anthropic directory) — or npx pm-claude-skills add --agent claude
Install in Cursor / Codex / Windsurf / Cline…npx pm-claude-skills add --agent cursor (or codex, windsurf, aider, cline, zed…)
Use one skill in ChatGPT / GeminiCopy it from exports/chatgpt/ or exports/gemini/ and paste as instructions
Skills over MCP, in any sessionclaude mcp add pm-skills -- npx -y pm-claude-skills-mcp

No npm install needed — npx pm-claude-skills … always runs the latest. npx pm-claude-skills list shows everything in your terminal. Full per-tool instructions: docs/installation.md.

📚 The skills

Every skill follows the same discipline: what it produces, the inputs it needs, a real framework (severity scales, decision rules — not vibes), a concrete output template, quality checks, and anti-patterns. All 1117 pass the SkillSpec L3 gate and a security audit in CI.

Decoders bundle crestSimulators bundle crestCalculators bundle crestLive data bundle crestCowork bundle crestTokens bundle crestSeatbelt bundle crestEssentials bundle crest
DecodersSimulatorsCalculatorsLive dataCoworkTokensSeatbeltEssentials

Browse all 1,099 → · try one in your browser →

Every category, with examples

For everyone — life's paperwork and decisions

FamilyWhat it doesExamples (of many)
🔍 Decoders (25+)Read the document before you sign it — plain language, 🔴🟡🟢 severity, the money mathlease · medical bill · job offer · severance · insurance policy · contractor quote · timeshare
🎭 SimulatorsFace the adversary early — the real meeting, then an out-of-character debriefsalary negotiation · promotion committee · thesis defense · visa interview · due-diligence call
🧮 CalculatorsDeterministic Python scripts + honest models — assumptions labeled, no false precisionrent vs buy · FIRE number · debt payoff · raise vs jump · daycare vs stay-home
📡 Live data (17)Real-time answers with zero API keys — weather, rates, flights, scores, all over plain curlweather · currency · crypto · flights · earthquakes · is-it-down
🏠 Life adminThe unglamorous logistics, done in orderrelocation · new parent · caregiving · doctor visits · records requests
💼 Career momentsThe weeks that decide yearslayoff kit · resignation kit · PIP response · first 90 days as manager · interview gauntlet
🏛 Dead mentors (5) 🆕History's sharpest operators, resurrected — the real methods from public-domain classics, applied to modern workMachiavelli on office politics · Sun Tzu on picking your fights · Franklin's decision algebra · Marcus Aurelius on bad days · Bennett's 1908 time audit
🏛 Life systems (20) 🆕Navigating the bureaucracies and emergencies people face alone — civic, disability, immigration, disastervoting-navigator · disability-benefit-appeal · arrival-setup · credential-recognition · go-bag-builder · after-the-disaster
🧠 Human edges (20) 🆕The parts of life nobody built tools for — neurodivergence, invisible illness, grief, identity, the hard conversationsmasking-budget · spoon-planner · diagnosis-limbo-kit · coming-out-rehearsal · grief-admin · rabbit-hole-rescue
⚡ New-gen (10) 🆕How the next generation lives and earns — creator deals, clips, D&D, ranked, resale, the attention warcreator-deal-decoder · clip-factory · ttrpg-session-forge · the-vibe-check · ranked-climb-coach · attention-reset
🔮 2027 (10) 🆕Problems you don't have yet, but will — the agent era's operational skillsagent-severance · deepfake-drill · agent-hiring-panel · context-bankruptcy · clone-brief · api-for-yourself · the-org-simulator
🎲 Tabletop (5) 🆕Game night, upgraded — teach, judge, plan, design, and practice the tradesteach-the-game · rules-lawyer · game-night-planner · board-game-designer · tabletop-negotiator
🧾 Freelance & renters & parentsSmall bundles for specific livespricing your services · late invoices · deposit recovery · IEP meetings · students
🎲 Hobbies (12) 🆕Life outside work — the genuinely fun stuffwine pairing · houseplant care · board-game night · D&D campaign · stargazing · chess openings
💪 Wellbeing (12) 🆕Body and mind, sustainably — not another app streakhome workout · sleep reset · habit builder · posture reset · screen-time detox
🔐 Digital self-defense (12) 🆕When your digital life is under attackidentity-theft recovery · phishing triage · account recovery · data-broker removal · doxxing response
👪 Family & relationships (12) 🆕The people who matternew-baby logistics · wedding vows · co-parenting messages · condolences · in-law boundaries
💭 Thinking modes (24) 🆕Change how your AI reasons — escape the generic answer, stress-test decisionsthe-third-answer · five-minds · decision-panel · red-team-my-plan · devils-advocate · poke-holes-in-this
🎯 Focus & executive function (26) 🆕Get unstuck and run your own brain — ADHD-friendly, for everyonewhere-do-i-start · task-to-first-step · overwhelm-triage · the-one-thing · build-my-memory-file · weekly-unstuck
📖 Learning & mastery (10) 🆕Learn anything faster and make it sticklearn-anything-roadmap · feynman-explainer · spaced-repetition-setup · skill-plateau-breaker · deliberate-practice-plan
💰 Wealth-building (10) 🆕Build wealth on purpose — educational, not financial adviceinvesting-for-beginners · index-fund-starter · ask-for-a-raise · first-100k-plan · financial-independence-roadmap
🤝 Social & relationships (10) 🆕The hard conversations and the human onesmake-friends-as-an-adult · networking-for-introverts · boundary-setting-scripts · give-hard-feedback-kindly · repair-after-a-fight
🩺 Caregiving & aging (10) 🆕Care for aging parents and navigate the system — not medical/legal advicemedical-appointment-advocate · care-team-coordinator · caregiver-burnout-check · long-term-care-options · end-of-life-wishes-conversation
🤖 AI-native life (10) 🆕Use AI itself well — the meta-skills that make every tool betterprompt-library-builder · delegate-to-ai · ai-context-primer · spot-ai-mistakes · get-more-from-ai
🤝 Cowork (100)The office knowledge work an AI coworker actually does — the frameworks — the whole bundleemail triage · spreadsheet audit · meeting cost meter · deck outline first · saying no kindly · delegation brief
⚡ Cowork · Live (12)The same jobs, done — Claude Cowork acts on your real data via connectors + sandbox and returns an artifact — the whole bundleinbox triage (live) · meeting prep (live) · spreadsheet audit (live) · deck from doc · thread → decision · PR description (live)

For professionals — 35 fields

Product Management Engineering Marketing & GTM
Customer Success Data & Analytics Leadership & People
Design & UX Legal Finance
Founders Security Government

…plus HR, sales, operations, research, healthcare, educators, writers, social media, and more — the full profession index, or by bundle in plugins/ (121 bundles). Install any bundle: /plugin install pm-decoders@pm-skills.

Meta

Before installing anyone's skills (including these): skill-vetting — a security read for SKILL.md files. The library's own standard lives in SKILLSPEC.md; every skill's level is enforced in CI.

🔍 What does a skill look like?

A skill is a single markdown file with a name, a description that tells the assistant when to activate it, and a body containing the working framework: required inputs, decision rules or severity scales, a concrete output template, quality checks, and anti-patterns. The assistant reads it and gains the judgment; humans can read, audit, and edit the same file. No runtime, no lock-in.

---
name: lease-decoder
description: "Decode a residential lease into plain English and rank the
  clauses that can hurt you. Use when someone asks 'what am I signing'…"
---
## Framework: Severity Scale
- 🔴 Can cost you real money — auto-renewal into a full new term, break
  penalties beyond re-rental costs, deposit conditions written to fail…

That's the whole trick: it's markdown. Your agent reads it and gains the judgment; you can read it too, audit it, edit it, or write your own. No lock-in, no runtime, no telemetry.

💸 What it costs you, and how to prove it

Cut your token bill

The pm-tokens bundle optimizes every stage of your agent's token journey — no API keys, stdlib Python, nothing leaves your machine. Five habits, typically 30–60% off a session's token flow:

# 1. Map the repo instead of reading it (~3% of the cost of reading everything)
python3 skills/repo-map/scripts/repo_map.py .

# 2. Crush bulk before it enters context (98% smaller on uniform JSON; errors always survive)
python3 skills/context-crusher/scripts/context_crush.py --mode json --file response.json

# 3. Measure what anything costs — at YOUR prices, times YOUR call volume
python3 skills/token-cost/scripts/token_cost.py --file CLAUDE.md --price-in 3 --calls 200

Plus the judgment skills: token-diet (output costs 3–5× input — diet it where safe), context-budget (cache-aware layout: stable first, volatile last), and session-handoff (resume at ~5% of transcript size). See your own breakdown in the 🪙 Token Dashboard — paste what rides in your context, get computed per-piece savings, all in-browser. The full how-to: docs/SAVE-TOKENS.md.

🤝 Make the most of the cowork skills

The pm-cowork bundle is 100 skills for the office work an AI coworker actually does. Install it (/plugin install pm-cowork@pm-skills), then — the whole trick — describe your mess, don't name the skill: say "my inbox is 4,000 deep", "nobody reads my status updates", "this spreadsheet came from someone who left" — the right skill activates on the ask.

Start where it hurts:

Your painSay thisThe skill that answers
Drowning in email"triage my inbox and cut the volume at the source"email-triage-system → inbox-unsubscribe-purge
Calendar is all meetings"audit my recurring meetings and price them"standing-meeting-audit + meeting-cost-meter
Inherited a scary spreadsheet"audit this sheet before we trust it"spreadsheet-audit → formula-detangler
Docs get rewritten in review"outline first, get sign-off, then draft"outline-before-prose
Weeks just happen to you"set up my weekly review"weekly-review-ritual — the hub the others plug into

Three habits that compound: (1) The weekly review is the keystone — it feeds task-triage-matrix, deep-work-blocking, and personal-wip-limits automatically. (2) The skills chain on purpose — email-to-tasks feeds the task triage; the meeting audit feeds async-instead; delegation-brief hands off what the triage says to shed — follow the links inside each skill. (3) Teams adopt one norm at a time — start with agenda-or-cancel or working-agreements, let it stick, then add the next; the ten-norms-on-Monday rollout is how none of them survive.

Prove a skill works, and stop paying MCP rent

Two CLI tools for the trust-and-cost problems the ecosystem keeps hand-waving — both keyless-to-inspect, both one command:

# Does your skill actually work? Prove it. Paired A/B — skill on vs off, same tasks,
# REAL token counts from the API's usage fields, optional blind judge, sha-pinned receipt.
npx pm-claude-skills prove --skill ./my-skill --tasks tasks.txt --runs 2 --judge
npx pm-claude-skills prove --skill ./my-skill --tasks tasks.txt --dry-run   # plan + call count, spends nothing

# Your MCP servers are charging you rent. Measure it: per-server token cost,
# unused-in-N-days flags, "disconnect these three, save X tokens per message".
npx pm-claude-skills mcp-audit --connect

prove exists because the ecosystem is full of "65% better!" claims and almost none are measured — it's the honest-broker harness (the JetBrains "advertised 65%, measured 8.5%" story is exactly why). mcp-audit reads your Claude configs, speaks real MCP to each server to count its schema tokens, and scans your session logs for what you actually use. See also the 📊 AI Spend page — every agent's cost (Claude Code, Codex, Copilot) in one meter, all in-browser.

Agent safety: the pm-seatbelt bundle is the pre-flight checklist before an agent touches email, the browser, or files — least-privilege reviews, prompt-injection spotting, and the blast-radius drill for going autonomous. And RFC 0002 — HANDOFF.md is a dead-simple session-handoff convention (your agent, but it remembers Monday) — a file, not a server, with reference hooks.

Quality, not just quantity

  • Every skill passes the SkillSpec L3 gate — structure, framework, quality checks, anti-patterns — enforced in CI on every commit
  • Eval-scored — 208 scored outputs, avg 4.8/5, judged blind
  • Security-audited — a dedicated CI workflow sweeps every skill and script; calculators are stdlib-only and deterministic with byte-exact output tests
  • Honest by design — decoders end with a not-legal-advice line, calculators name what they don't model, simulators debrief out of character, and skills that shouldn't ghostwrite (student statements) coach instead

🎁 Beyond the skills (the bonus material)

The library grew an ecosystem — all optional, all linked from the full showcase:

📄 The one-page cheatsheet — the whole library on one printable poster · ▶ Skill Playground — try any skill in your browser, no install · 📸 the Gallery — the creative side, in screenshots · Anti-Pattern Museum — 2,900+ shareable rules · The Handbook (also a real printed book) · Workflow recipes · Subagents & slash commands · MCP server + REST API · n8n / Slack / Obsidian integrations · The Boardroom · SkillBench · Org Edition · 🇪🇸 🇫🇷 🇨🇳 🇯🇵 translations

Lint your own skills in CI

The validator that keeps these 1,099 honest, as a GitHub Action:

- uses: mohitagw15856/pm-claude-skills@v76
  with:
    path: .claude/skills   # optional — it finds them otherwise

It checks frontmatter, the Use when … trigger clause a model actually matches on, leftover template text, and structure — and annotates each finding inline on the pull request diff, because a finding on the line beats a finding in a log nobody opens. Also available as npx pm-claude-skills skillcheck.

Zero dependencies, no Docker image, no model call.

Companion tools — for the bits a skill shouldn't guess

A skill can tell a model to check the contrast. Only arithmetic can actually check it. Where a question has a right answer rather than a good one, the skill calls out to a tool instead of estimating — both are MIT, zero-dependency, and neither makes a model call, so they cost nothing to run and return the same answer every time.

notugly — design systems that are provably not ugly. #777777 on white is 4.478 and fails AA; #767676 is 4.542 and passes, and no amount of looking at a screenshot separates those. accessibility-audit, design-system-audit, design-handoff-brief, brand-guidelines and the Figma reviews now fill their contrast rows from npx notugly; the MCP server exposes check_contrast directly; and design-system-generate wraps it for the case where there is no design system and something ships on Thursday.

rulebook — 37 games, 203 rulings, and how commonly each house rule is actually played. board-game-night-planner uses it for teach times and for settling the argument, because a rules disagreement is usually two groups who learned it differently and are both partly right.

🆕 Latest

v76.2.1 — SkillCheck as a GitHub Action, and the design skills now compute their contrast numbers instead of estimating them.

Everything else is in the changelog and the releases — a README should say what this is, not what it was.

❓ First-timer questions, straight answers

Is it actually free? Yes — MIT, all 1117 skills, forever. The skills are markdown; there is nothing to gate. Sponsors fund the playground's free model runs, not access.
Do I need an API key? Not to browse, read, install, or use skills inside a tool you already have (Claude Code, ChatGPT, Cursor…). The playground even serves a few sponsor-funded free runs a day. A key only enters the picture for optional extras like running skills from CI.
I'm not a product manager. Is this for me? PM stands for Professional here. Most of the library is decoders for leases and medical bills, salary-negotiation practice, career-moment kits, life admin, and 35 professions from teaching to veterinary. The product-management corner is just where it started.
Will this mess with my existing setup? No. Skills are inert text files in a folder; your assistant reads them when relevant. Remove the folder and it's like they were never there. The CLI never touches anything outside the skills directory it tells you about.
How do I know these are any good? Every skill passes a structural gate (SkillSpec L3) and a security scan in CI; 208 outputs are eval-scored in the open (avg 4.8/5), and the benchmark report publishes the negative findings too. When something's machine-translated or unscored, it's labelled.

🤝 Contributing

The library grows a skill at a time — plant one of your own. One markdown file, one PR.

Add a skill via PR (the standard, CONTRIBUTING), request one via issue, or publish your own repo to the community index and earn the badge. Translations follow the pattern in skills-i18n/.

❤️ Support

If a skill saved you real money or a real mistake, star the repo — it's how others find it. Sponsors fund the playground's free runs and get naming rights, not influence: become a sponsor.

📄 License

MIT — use them, fork them, ship them at work. Skills are judgment, and judgment wants to be free.


Built by Mohit with Claude. 1117 skills · 121 bundles · 35 professions · every commit gated. The long version of this README — every feature, wave, and frontier bet — lives in the Showcase.

文档与办公商业与运营

中风险

  • 来源需自行核对维护者身份。
  • 未检测到明显脚本安装指令。
  • 未检测到明显外部权限要求。
  • 未检测到高风险命令。
  • 扫描发现:1 条。

Codex — Git Clone 安装

  1. 安装前请先查看来源仓库和风险报告。
  2. 克隆仓库:git clone https://github.com/mohitagw15856/pm-claude-skills.git
  3. 将 "skills/document-retention-map" 文件夹复制到 Codex 的 skills 目录中。
  4. 重启 Codex 让新的 skill 生效。

Codex — 手动复制安装

  1. 安装前请先查看来源仓库和风险报告。
  2. 从源仓库下载 SKILL.md 及相关文件。
  3. 在 Codex 的 skills 目录中创建新文件夹。
  4. 将所有 skill 文件复制到新文件夹中。
  5. 重启 Codex 让新的 skill 生效。

Claude Code — Git Clone 安装

  1. 安装前请先查看来源仓库和风险报告。
  2. 克隆仓库:git clone https://github.com/mohitagw15856/pm-claude-skills.git
  3. 将 "skills/document-retention-map" 文件夹复制到 Claude Code 的 skills 目录中。
  4. 重启 Claude Code 让新的 skill 生效。

Claude Code — 手动复制安装

  1. 安装前请先查看来源仓库和风险报告。
  2. 从源仓库下载 SKILL.md 及相关文件。
  3. 在 Claude Code 的 skills 目录中创建新文件夹。
  4. 将所有 skill 文件复制到新文件夹中。
  5. 重启 Claude Code 让新的 skill 生效。

Cursor — Git Clone 安装

  1. 安装前请先查看来源仓库和风险报告。
  2. 克隆仓库:git clone https://github.com/mohitagw15856/pm-claude-skills.git
  3. 将 "skills/document-retention-map" 文件夹复制到 Cursor 的 skills 目录中。
  4. 重启 Cursor 让新的 skill 生效。

Cursor — 手动复制安装

  1. 安装前请先查看来源仓库和风险报告。
  2. 从源仓库下载 SKILL.md 及相关文件。
  3. 在 Cursor 的 skills 目录中创建新文件夹。
  4. 将所有 skill 文件复制到新文件夹中。
  5. 重启 Cursor 让新的 skill 生效。

GitHub Copilot — Git Clone 安装

  1. 安装前请先查看来源仓库和风险报告。
  2. 克隆仓库:git clone https://github.com/mohitagw15856/pm-claude-skills.git
  3. 将 "skills/document-retention-map" 文件夹复制到 GitHub Copilot 的 skills 目录中。
  4. 重启 GitHub Copilot 让新的 skill 生效。

GitHub Copilot — 手动复制安装

  1. 安装前请先查看来源仓库和风险报告。
  2. 从源仓库下载 SKILL.md 及相关文件。
  3. 在 GitHub Copilot 的 skills 目录中创建新文件夹。
  4. 将所有 skill 文件复制到新文件夹中。
  5. 重启 GitHub Copilot 让新的 skill 生效。

Windsurf — Git Clone 安装

  1. 安装前请先查看来源仓库和风险报告。
  2. 克隆仓库:git clone https://github.com/mohitagw15856/pm-claude-skills.git
  3. 将 "skills/document-retention-map" 文件夹复制到 Windsurf 的 skills 目录中。
  4. 重启 Windsurf 让新的 skill 生效。

Windsurf — 手动复制安装

  1. 安装前请先查看来源仓库和风险报告。
  2. 从源仓库下载 SKILL.md 及相关文件。
  3. 在 Windsurf 的 skills 目录中创建新文件夹。
  4. 将所有 skill 文件复制到新文件夹中。
  5. 重启 Windsurf 让新的 skill 生效。
查看 SKILL.md 原文
name: document-retention-map
description: "Decide what documents to keep, for how long, and where — the personal/small-biz retention map by category (tax, legal, medical, warranties, employment), jurisdiction-flagged periods, and the destruction discipline for what's past its date. Use when asked how long do I keep tax documents, can I shred this, set up a document retention system, or what papers does my small business need to keep. Produces the category map with keep-periods (flagged verify-locally), the keep-forever list, the digitize rules, and the annual purge ritual."

Document Retention Map Skill

Households and small businesses keep documents by anxiety — everything, forever, in boxes — or by accident — nothing, discovered at audit time. Retention is actually a small map: a dozen categories, each with a keep-period driven by who could ask for it and for how long (tax authorities, courts, insurers, warranty desks), a short keep-forever list, and a destruction discipline for everything past its date — because keeping expired documents isn't safety, it's liability plus clutter. Periods are jurisdiction-specific; the map states category logic and flags every number verify-locally.

What This Skill Produces

  • The retention map — categories × keep-periods × storage location, jurisdiction-flagged throughout
  • The keep-forever list — the short set where the answer never expires
  • The digitize rules — what a scan fully replaces, what needs the paper original, and the scan-filing route
  • The purge ritual — the annual pass that destroys (shreds, not bins) what's aged out

Required Inputs

Ask for these if not provided:

  • The scope — personal household, freelancer, or small business (business adds employment, corporate, and customer-data categories with their own clocks)
  • Jurisdiction, loosely — retention periods are set by local tax law, statutes of limitations, and industry rules; every stated period is a common-pattern placeholder flagged for local verification
  • The current state — boxes? A scanner backlog? Already digital? The rollout starts from reality
  • Special categories — property owned, ongoing disputes, professional licensing — each extends specific clocks

Framework: The Map Rules

  1. The keep-period follows the asker: tax documents live as long as the tax authority can audit (commonly 3–7 years — verify locally); contracts as long as claims can arise (limitation periods — verify); warranties until expiry + a season; medical records effectively long-term; pay stubs until the year's summary reconciles. Category by category, the question is "who could demand this, until when?"
  2. The keep-forever list is short and sacred: birth/marriage/citizenship documents, property deeds and major-purchase records (they set cost-basis until sold + audit window), wills and estate documents (beneficiary-audit territory), pension/retirement grants, and records of anything still owned or still insurable.
  3. Scans replace most paper — not all: most tax and financial records digitize fully (many authorities accept digital — verify); the paper-original set is small (notarized/sealed documents, some titles, wills in many places — verify locally). Rule: scan everything, keep paper only for the original-required list, file scans by the folder-structure-designer + filename-convention rules with backup.
  4. Destruction is part of retention: expired documents with identity/financial data get shredded — the bin is how retention discipline becomes identity-theft surface. The map's purge column says shred/delete, and digital purge includes the backup copies.
  5. The annual ritual keeps it a system: one calendared hour a year — new documents filed, aged-out categories purged, the keep-forever box verified present. Retention without the ritual regresses to the anxiety boxes within two years.

Output Format

Retention Map: [scope] — [jurisdiction, for verification]

The Map

CategoryKeep for (verify locally)Why (who can ask)Form (scan ok / paper original)Purge method

Keep Forever

[The short list, with locations — and the fireproof/safe-deposit note for the irreplaceables]

Digitize Rules

[Scan-everything default · the paper-original list · filing + backup route]

The Annual Hour

[Calendared: file, purge (shred), verify the forever-box]

Retention periods are set by local tax law, limitation statutes, and industry rules — every period above is a common pattern to verify with a local accountant or authority, not a citation. Not legal or tax advice.

Quality Checks

  • Every period carries its who-can-ask logic and the verify-locally flag
  • The keep-forever list is present and short
  • Paper-original requirements are distinguished from scan-sufficient, both flagged
  • Purge methods specify shredding for identity-bearing paper
  • The annual ritual is calendared with its three moves

Anti-Patterns

  • Do not state retention periods as legal fact — category logic + local verification, always
  • Do not keep everything forever — expired identity-bearing paper is risk, not safety
  • Do not bin what should shred — retention discipline includes the exit
  • Do not let the scanner backlog block the system — forward-filing starts today; the backlog drains opportunistically
  • Do not skip the ongoing-dispute check — active disputes freeze every related clock, and the map must say so

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