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Agent skill

Document Retention Map

by mohitagw15856 in mohitagw15856/pm-claude-skills

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…

MITAuto-check passed

Install Document Retention Map

skills CLI
$ npx skills add mohitagw15856/pm-claude-skills --skill document-retention-map -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install mohitagw15856/pm-claude-skills document-retention-map --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/document-retention-map .claude/skills/document-retention-map && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
document-retention-map
GitHub stars
1.4k
Token cost
~1.5k tokens
SKILL.md length
691 words
Files
1
Skills in repo
1,348
Repo updated
First seen
Licence
MIT

At a glance

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…

  • Works in 5 steps: The keep-period follows the asker: tax… → The keep-forever list is short and… → Scans replace most paper — not all: most… → …
  • Asked how long do I keep tax documents
  • SKILL.md covers What This Skill Produces, Required Inputs, Framework: The Map Rules and Output Format, plus 7 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Document Retention Map is an agent skill from mohitagw15856/pm-claude-skills. 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…

Its SKILL.md is about 1.5k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

The repository describes itself as: 1255 professional Agent Skills for Claude, ChatGPT, Gemini, Cursor & Codex — PRDs, postmortems, leases, medical bills, layoffs, go-bags, new countries. Plain markdown, MIT, in… The licence is MIT.

When your agent uses it

  • Asked how long do I keep tax documents
  • Can I shred this
  • Set up a document retention system
  • What papers does my small business need to keep

Example prompts

  • “/document-retention-map”

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

  1. The keep-period follows the asker: tax documents live as long as the tax authority can audit (commonly 3–7 years — verify locally)…
  2. The keep-forever list is short and sacred: birth/marriage/citizenship documents, property deeds and major-purchase records (they set…
  3. Scans replace most paper — not all: most tax and financial records digitize fully (many authorities accept digital — verify); the…
  4. Destruction is part of retention: expired documents with identity/financial data get shredded — the bin is how retention discipline…
  5. The annual ritual keeps it a system: one calendared hour a year — new documents filed, aged-out categories purged, the keep-forever box…

What it can do on your machine

Read from SKILL.md and the folder at commit 1cbf1f0. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Document Retention Map loads about 1.5k tokens when it runs. Until then it costs about 140 tokens; SKILL.md has 691 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~140
When it runs · the whole SKILL.md, loaded when a task matches
~1.5k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from mohitagw15856/pm-claude-skills at commit 1cbf1f0, republished under its MIT licence (© mohitagw15856). 691 words, ~1,451 tokens.

Download SKILL.mdSave it as .claude/skills/document-retention-map/SKILL.md (or your agent's skills folder).
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.
Show full SKILL.md (239 more words)Show less

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

Example Trigger Phrases

  • "How long do I keep tax documents?"
  • "Can I shred this?"
  • "Set up a document retention system."
  • "What papers does my small business need to keep?"

© mohitagw15856, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/document-retention-map of mohitagw15856/pm-claude-skills.

Open the folder on GitHubat commit 1cbf1f0

Compare with similar skills

Document Retention Map next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Document Retention Map compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Document Retention Map this skillmohitagw15856/pm-claude-skills1.4k—~1.5kAutomated safety check: PassMIT
Decidealirezarezvani/claude-skills28k—~871Automated safety check: PassMIT
Token Mapnexu-io/open-design100k—~1.4kAutomated safety check: PassApache-2.0
Maps Geographyasgeirtj/system_prompts_leaks69k—~717Automated safety check: PassCC0-1.0
Culture Retentionsickn33/agentic-awesome-skills47k1 repos~3.8kAutomated safety check: PassMIT
Retently AutomationComposioHQ/awesome-claude-skills77k3 repos~734Automated safety check: PassNone

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Questions about Document Retention Map

What does Document Retention Map do?

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…. Document Retention Map is an agent skill from mohitagw15856/pm-claude-skills. 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.

When should I use Document Retention Map?

Document Retention Map fits situations like: asked how long do I keep tax documents; can I shred this; set up a document retention system; what papers does my small business need to keep.

How do I install Document Retention Map in Claude Code?

Run `npx skills add mohitagw15856/pm-claude-skills --skill document-retention-map -a claude-code`. Or copy the skill folder (skills/document-retention-map in mohitagw15856/pm-claude-skills) into .claude/skills/document-retention-map in your project. Claude Code loads it when a task matches its description.

How do I install Document Retention Map in Codex?

Run `npx skills add mohitagw15856/pm-claude-skills --skill document-retention-map -a codex`. Or copy the skill folder (skills/document-retention-map in mohitagw15856/pm-claude-skills) into .agents/skills/document-retention-map in your project. Codex loads it when a task matches its description.

Can I use Document Retention Map in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add mohitagw15856/pm-claude-skills --skill document-retention-map -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/document-retention-map, .gemini/skills/document-retention-map, .github/skills/document-retention-map and .opencode/skills/document-retention-map in your project.

What does Document Retention Map need to run?

SKILL.md names no scripts, command-line tools or credentials: Document Retention Map is instructions for the agent only.

Does Document Retention Map access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Document Retention Map safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Document Retention Map use?

Document Retention Map is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Document Retention Map use?

About 1.5k tokens (SKILL.md is roughly 5.8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Document Retention Map?

Skills that share tags, products or a category with Document Retention Map: Decide (alirezarezvani/claude-skills, 28k stars), Token Map (nexu-io/open-design, 100k stars), Maps Geography (asgeirtj/system_prompts_leaks, 69k stars) and Culture Retention (sickn33/agentic-awesome-skills, 47k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Document Retention Map?

mohitagw15856 (a GitHub user) maintains it in mohitagw15856/pm-claude-skills, which has 1,433 GitHub stars. The repository holds 1,348 skills in this directory. The repository was last updated on October 8, 2026.

Source: mohitagw15856/pm-claude-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.