ClaudeMemory Setup & Upgrade

VerifiedSafe

Automatically installs, configures, or upgrades ClaudeMemory by checking current state, executing setup or upgrade steps, and providing next steps. Helps avoid manual configuration errors and ensures memory tools are ready for use.

Sby Skills Guide Bot
DevelopmentIntermediate
6/2/2026
Claude Code
#claude-memory#setup#upgrade#installation#configuration

Recommended for

Automated summary

This skill automatically installs, configures, or upgrades ClaudeMemory, a persistent memory tool for Claude Code.

Strengths

  • Automatic detection of current installation state
  • Appropriate actions based on need (install, upgrade, verification)
  • Integration of version markers in CLAUDE.md
  • Health checks and detailed reports

Limitations

  • Requires ClaudeMemory to be installed via gem
  • Does not handle advanced permissions or rare errors
  • Depends on availability of the claude-memory command-line tool
When to use it

Use this skill when you need to set up ClaudeMemory on a new project or after upgrading the gem.

When not to use it

Avoid this skill if ClaudeMemory is not usable via command line or if you prefer to configure it manually.

Security analysis

Safe
Quality score93/100

The skill instructs to run the claude-memory tool for installation, upgrade, and verification; no destructive or exfiltrating commands, just standard setup commands (init, doctor, chmod).

No concerns found

How this analysis is made

Examples

First-time ClaudeMemory setup
Set up ClaudeMemory for the first time with project memory.
Upgrade ClaudeMemory after gem update
Upgrade ClaudeMemory to the latest version and run all necessary migrations.
Verify ClaudeMemory status
Check if ClaudeMemory is properly installed and configured.

name: setup-memory description: Automatically install, configure, or upgrade ClaudeMemory

ClaudeMemory Setup & Upgrade

This skill automatically sets up or upgrades ClaudeMemory based on your current state.

What This Skill Does

When invoked, it will:

  1. Check current installation status

    • Detect installed gem version
    • Check database existence and health
    • Verify configuration files
  2. Determine required action

    • Fresh install (no databases)
    • Upgrade (version mismatch)
    • Verification (already up to date)
  3. Execute setup/upgrade automatically

    • Run claude-memory doctor for health check
    • Add version markers to .claude/CLAUDE.md
    • Run smoke tests
    • Report results
  4. Provide next steps

    • Restart recommendations if needed
    • Usage guidance

Instructions

IMPORTANT: This skill should take action, not just provide instructions.

Step 1: Check Installation Status

claude-memory --version
claude-memory doctor

Analyze the output to determine current state.

Step 2: Determine Action Required

  • Not installed: Databases don't exist
    • Action: Run claude-memory init (ask user for --global flag preference)
  • Installed but outdated: Version marker missing or old
    • Action: Run upgrade steps (doctor, add version marker, verify)
  • Up to date: All healthy
    • Action: Report status only

Step 3: Execute Required Actions

For Fresh Install:

  1. Ask user: "Install globally only or with project memory? [project/global]"
  2. Run claude-memory init (with --global if selected)
  3. Run claude-memory doctor to verify
  4. Add version marker to .claude/CLAUDE.md
  5. Report success

For Upgrade:

  1. Run claude-memory doctor (auto-runs migrations)
  2. Add/update version marker in .claude/CLAUDE.md
  3. Run claude-memory stats for smoke test
  4. Report upgrade complete

For Verification:

  1. Run claude-memory doctor
  2. Confirm version in .claude/CLAUDE.md
  3. Report all healthy

Step 4: Report Results

Provide a clear summary:

  • ✅ What was done
  • 📊 Current status (facts, schema version, etc.)
  • 🔄 Next steps (if any)

After Setup/Upgrade

Always remind the user:

  1. Restart Claude Code if configuration files were modified
  2. Test memory tools: Try memory.status or memory.recall "<topic>"
  3. Use memory-first workflow: Check memory before reading files

What Gets Created

Databases

  • ~/.claude/memory.sqlite3 - Global knowledge (preferences, conventions)
  • .claude/memory.sqlite3 - Project-specific facts and decisions

Configuration Files

  • .claude/CLAUDE.md - Workflow instructions for memory-first usage
  • .claude/settings.json - Hooks for automatic ingestion
  • .claude.json - MCP server configuration
  • .claude/rules/claude_memory.generated.md - Published snapshot

Hooks

ClaudeMemory automatically ingests transcripts on these events:

  • SessionStart - Catch up on previous session
  • Stop - After each response
  • SessionEnd - Final ingestion before closing
  • PreCompact - Before context summarization

Common Scenarios

Fresh Install

User has never installed ClaudeMemory:

  1. Ask installation preference (project vs global)
  2. Run claude-memory init with appropriate flags
  3. Verify with doctor
  4. Add version marker
  5. Report success and next steps

Upgrade After Gem Update

User updated gem but not configuration:

  1. Run claude-memory doctor (auto-migrates schema)
  2. Update version marker in .claude/CLAUDE.md
  3. Verify with smoke tests
  4. Report upgrade complete

Verification

User wants to check current status:

  1. Run claude-memory doctor
  2. Run claude-memory stats
  3. Check version marker in .claude/CLAUDE.md
  4. Report all findings

Troubleshooting Guide

If automatic setup fails, provide these solutions:

Permission Denied

chmod +x $(which claude-memory)

Database Locked

  • Close other Claude sessions
  • Run claude-memory recover

Missing Ruby ClaudeMemory requires Ruby 3.2.0+. Check with:

ruby --version

Hooks Not Working Re-run setup:

claude-memory init

Memory-First Workflow

After successful setup, always remind users:

  1. Query memory first: memory.recall "<topic>"
  2. Use semantic shortcuts: memory.decisions, memory.conventions, memory.architecture
  3. Check before exploring: Memory saves time vs reading files
  4. Combine knowledge: Merge recalled facts with code exploration

This workflow leverages distilled knowledge from previous sessions.

From the file to a first result

The download contains exactly the content displayed on this page. This copy may differ from the latest version in the source repository.

View the source and supporting files

This download contains SKILL.md only. Any scripts, references, templates and dependencies are not included. Get the required files from the source, preserving their directory structure, before continuing.

1. Download the file

Download SKILL.md

From the root of a test project, save the file as .skill-downloads/claudememory-setup-upgrade-mm5t8bt3/SKILL.md, or use the command below. This folder is for inspecting the skill before installation.

Command for macOS/Linux or WSL: requires a POSIX shell and curl. On Windows without WSL, use the download button and create the folder manually.

mkdir -p '.skill-downloads/claudememory-setup-upgrade-mm5t8bt3' && curl --fail --show-error --location 'https://skills-guides.com/api/skills/claudememory-setup-upgrade-mm5t8bt3/download' --output '.skill-downloads/claudememory-setup-upgrade-mm5t8bt3/SKILL.md.part' && mv '.skill-downloads/claudememory-setup-upgrade-mm5t8bt3/SKILL.md.part' '.skill-downloads/claudememory-setup-upgrade-mm5t8bt3/SKILL.md'

2. Check prerequisites

Read SKILL.md before using it. If it references scripts or external services, inspect them and prepare the required access in your test environment.

No recognized prerequisites section in this file. This does not mean it is self-contained: libraries, tools and access requirements may be mentioned elsewhere in the content or source repository.

The platforms on this page are catalog indications. The paths below follow tool documentation; they do not prove this skill has been run in those tools. No minimum tool version is confirmed for this listing.

3. Load the skill

After inspection, copy the complete folder into your project using one of the commands below, then open a new tool session. The command stops if a folder with the same name already exists: compare the files before replacing it.

Claude Code
test -f '.skill-downloads/claudememory-setup-upgrade-mm5t8bt3/SKILL.md' && test -s '.skill-downloads/claudememory-setup-upgrade-mm5t8bt3/SKILL.md' && mkdir -p '.claude/skills' && test ! -e '.claude/skills/setup-memory' && cp -R '.skill-downloads/claudememory-setup-upgrade-mm5t8bt3' '.claude/skills/setup-memory'

OpenSkills

OpenSkills must already be installed. The local install/read procedure is checked with OpenSkills 1.5.0, which requires Node.js ≥ 20.6.0. Catalog slugs are not resolved automatically.

Official OpenSkills installation
openskills install './.skill-downloads/claudememory-setup-upgrade-mm5t8bt3'

openskills read 'claudememory-setup-upgrade-mm5t8bt3'

Reading should display the installed file content and its base directory. It does not run the skill or install its dependencies.

For an agent that reads AGENTS.md, then sync the index. This command changes AGENTS.md: review the diff before using it.

openskills sync

Manual method or another tool: attach SKILL.md to a conversation, or open it in an agent that can read files. Include any required supporting resources. No universal folder is recognized by every tool.

4. Try a first task

Use a short, synthetic input: an API endpoint, a small document or an interface brief. In a new conversation, attach the file or give the agent its path, then adapt this request:

Read .skill-downloads/claudememory-setup-upgrade-mm5t8bt3/SKILL.md and apply its instructions to this example: [describe a test input]. Identify any missing files, dependencies or access. Produce the result requested by the skill without inventing data or running unreviewed scripts.

Expected result: output matching the skill instructions, or a precise list of missing prerequisites. A read confirmation alone does not validate a first use. If an external resource is unavailable, that path remains untested.

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