client-retire git:20260813.b1e2ac9A

Immutable. This exact content is served forever at /api/v1/blob/d16c926ca58a31b2.

---
name: client-retire
description: "Archive a client's patterns and mark them as historical. Use when retiring a client or archiving its knowledge for future reference."
effort: low
model: haiku
keywords: [archive, retire, client, historical, cleanup]
task_strategies: [migration]
stream_affinity: [roadmap]
argument-hint: "[client-slug]"
group: execution
allowed-tools:
  - Bash
  - Read
  - Write
  - Glob
  - Grep
  - AskUserQuestion
status: stable
growth_stage: evergreen
---
# Client Retire

1. Identify the client to retire from `$ARGUMENTS` or current client context.

2. **Primary path (ruflo available):**
   ```bash
   source "$HOME/.claude/scripts/cf-env.sh"
   ```
   Query memory DB for all patterns tagged with this client via `cd $HOME && $CF memory search --query "client:{name}"`. List them with confidence scores.

3. **Fallback path (ruflo unavailable):**
   Read the client's `~/.claude/projects/{project-hash}/memory/MEMORY.md` and list all documented patterns.

4. For each pattern, categorize:
   - **High-confidence + transferable** → keep active, remove client-specific lock
   - **High-confidence + client-specific** → archive with `status: historical`
   - **Low-confidence** → archive or flag for deletion

5. Run the archival: tag patterns with `archived: true` and `archived_date: {today}`.

6. Suggest updating `~/.claude/memory/portfolio.md` to mark the client as retired.

7. **Never delete anything** — only tag and archive. Deletion is a human decision.

8. **Backup knowledge** after archiving, via `run_knowledge_backup()` from
   [`../_shared/backup-knowledge-invoke.md`](../_shared/backup-knowledge-invoke.md)
   (read that file, extract the `BACKUP-KNOWLEDGE-INVOKE-BLOCK`, and call it —
   a non-zero return means the backup failed integrity check; warn the user
   inline rather than silently continuing, t-2796):
   ```bash
   run_knowledge_backup
   ```

## Rules

- **Ask for clarification whenever you need it.** If you're unsure which patterns to keep active vs archive, or the client scope is ambiguous — ask. Don't guess.