Compendium

Agent consolidation 2026-05-15 — selection tree, dedup, memory wiring

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Agent consolidation 2026-05-15 — selection tree, dedup, memory wiring

What was done

Consolidated every Claude Code subagent and skill on this machine into one selection tree, removed exact duplicates, and wired every agent to the shared persistent-memory contract so they learn across projects.

Final inventory

BucketWhereCountStatus
User-level agentsC:\Users\IT_Admin\.claude\agents\*.md10 + AGENTS_INDEX + READMEAuthoritative
Project-scoped (TaxProfessional)d:\Vault\TaxProfessional\.claude\agents\*.md7All now pin to learning protocol
Plugin agents (ruflo)~/.claude/plugins/cache/ruflo/<plugin>/<ver>/agents/5Managed by plugin system
Reference / experimentalC:\Users\IT_Admin\Desktop\My First Agent\.claude\agents\~171Project-scoped third-party collection; not in firm-wide loop
Deleted duplicatesd:\Vault\DesignFirm\*.md5Stale 4-specialist firm (superseded by 8-specialist user-level)

22 first-class agents (10 user-level + 7 project-scoped tax + 5 plugin) all share the Obsidian memory protocol.

Where the canonical artifacts live

  • Master selection tree: C:\Users\IT_Admin\.claude\agents\AGENTS_INDEX.md — symptom→agent table, tree, full catalog, skills, deprecation log
  • Learning protocol (every agent pins here): d:\Vault\AI Vault\System\agents-learning-protocol.md — query/save/log/re-index 5-step loop + canonical tag table
  • Global pointer (loaded in every session): C:\Users\IT_Admin\.claude\CLAUDE.md now has an ## Agent registry section right after Cross-agent presence
  • Project pointers: D:\Projects\3dCreation\CLAUDE.md, D:\Projects\IncomeProject\CLAUDE.md, D:\Vault\TaxProfessional\CLAUDE.md all carry a one-paragraph block surfacing AGENTS_INDEX.md

Canonical tag table (new additions for the tax cluster)

  • tax-research (tax-researcher)
  • tax-strategy (tax-strategist)
  • tax-entity (entity-tax-specialist)
  • tax-salt (state-tax-specialist)
  • tax-curation (tax-knowledge-curator)
  • tax-updates (tax-update-watcher)
  • bookkeeping (bookkeeper)

Pre-existing: marketing-firm, brand-strategy, copywriting, web-design, seo, cro, analytics, a11y, performance, windows-sysadmin.

Reusable lesson

When the same agent lives in two places (user-level and a project-local mirror), the user-level copy is almost always newer because it gets updated more often. Verify before assuming the project mirror is canonical — and prefer the user-level home so every project gets the agent for free without duplication. Project scope should be reserved for agents whose context is genuinely project-bound (the 7 tax agents qualify because they read/write TaxProfessional/... paths).

Context

  • Date: 2026-05-15
  • Triggered by: operator request to consolidate agents/skills, dedupe, build a selection tree, and wire persistent memory firm-wide
  • Tools used: Glob, Grep, Read, Edit, Write, Bash, Obsidian Local REST API
  • Outcome: all four sub-goals met

Related: agents-learning-protocol, AGENTS

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