What do I need to use Document Retention Map?

The scope; Jurisdiction, loosely; The current state; Special categories.

Is Document Retention Map free to use?

Yes — run it free in the browser playground (no API key needed for the sponsored trial, or bring any provider key), or install it into Claude Code, Cursor, ChatGPT and more via npx pm-claude-skills. MIT-licensed and open source.

Document Retention Map

Q: How do I know the Document Retention Map output is good?

The skill verifies itself against its own 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.

🔵 Stable🕐 updated 2026-10-06 🔷 SkillSpec L3 pm-cowork

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.

▶ Run it free — no key needed 📝 Grade your existing draft ⬇ Add to Claude (works in Duet) 📱 Use as an app View SKILL.md ↗ What changed

🗣 Say this to your agent

“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?”

What to give it

▸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

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

✓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

⚠️ What it refuses to do

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

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y -p pm-claude-skills pm-claude-skills-mcp

Related skills

🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="document-retention-map"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Document Retention Map is one of 1326 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog