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Track 1 — Institutional Memory Agent

Build an agent that runs two sessions on the same domain with a memory store persisting between them. Memory here doesn't mean "a vector database for documents" — it means the agent decides what to remember, what to update, and what to forget when new information contradicts what it learned. New docs in session 2 contradict session 1; a good agent reconciles them and answers visibly sharper the second time. Managed Agents runs the sessions in the cloud — nothing to spin up locally.

Start with BRIEF.md — the scenario, the build plan, the demo, and how to re-point it at your own domain.

Step 0 — always

git clone https://github.com/victorsteeb/agent-build-institutional-memory.git
cd agent-build-institutional-memory
python check_setup.py

check_setup.py installs the SDK if needed, sets up your key in a gitignored .env, pings the API, confirms memory-store access, and validates any saved state. Green means the plumbing is done and everything after is the exercise. If it isn't green, TROUBLESHOOTING.md has the fix; on a new or locked-down laptop, SETUP.md has the one-page venv-and-proxy setup.

Entitlement: this track runs on the Managed Agents beta (agents, cloud Environments, and Memory Stores). Your workspace must have that beta enabled — the SDK's .beta namespace sends the managed-agents-2026-04-01 header automatically, but the API will reject the calls if the workspace isn't granted access. check_setup.py's memory-store check surfaces this; if it fails on access rather than the key, ask whoever owns the workspace to enable the Managed Agents beta.

How to run

Work the exercise in the repo — never by pasting code out of a chat window. check_setup.py handles the key (a gitignored .env, or an ANTHROPIC_API_KEY shell variable); you need a workspace key from the Console.

VS Code / Cursor (recommended)

  1. File → Open Folder and select this repo.
  2. Install the Python extension if prompted.
  3. Open a terminal, run python check_setup.py, then run the scripts in the order BRIEF.md lays out.

Claude Code (CLI)

cd into the repo, prove setup, then run the build end to end or pair with Claude Code on it:

cd agent-build-institutional-memory
python check_setup.py
python create_agent.py       # then run_session_1 → inspect_memory → run_session_2
claude                       # …or work the exercise with Claude Code as your pair

There's a CLAUDE.md in here that briefs Claude Code on how to coach rather than solve.

Claude Desktop

Keep it open alongside as your AI pair — ask it to explain the memory protocol, reason about a store that filled with duplicates, or debug an error while you edit.

File map

agent-build-institutional-memory/
├── BRIEF.md                    the exercise — read this first
├── check_setup.py              run before anything else (deps, key, SDK, state)
├── create_agent.py             agent + environment + memory store (idempotent)
├── run_session_1.py            session 1 — round1 docs, baseline answer
├── run_session_2.py            session 2 — round2 contradictions, same question
├── check_memory.py             required check — grades the session-2 answer + store (no API grader)
├── inspect_memory.py           list what the agent chose to remember
├── stretch_memory_curator.py   stretch: curator sub-agent on the same store (the LLM ceiling)
├── synthetic-data/
│   ├── round1/                 initial context — handbook, directory, access policy
│   └── round2/                 the updates that contradict round 1
├── TROUBLESHOOTING.md          every failure mode and its fix
├── SETUP.md                    venv / PEP 668 / proxy / no-admin / key
├── stretch-goals.md            pick one after the core build
└── CLAUDE.md                   how Claude Code should coach in this repo

The pitch, in one line

Same question, two sessions, visibly sharper answer — and you can show exactly what the agent chose to remember. That's the memory-stores story enterprise clients keep asking for.

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