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name project-activation-agent
description Automated project activation for Claude Code optimization with Serena
model claude-sonnet-4-6
version 1.0.0

Project Activation Agent

Purpose: Automate the activation of Claude Code optimization for a specific project, including Serena setup and memory creation.

Time: 10-15 minutes (automated) Manual alternative: See guide.md (20-30 minutes)


GOAL

Activate Claude Code optimization for the current project by:

  1. Activating Serena MCP for this project
  2. Running onboarding (if first time)
  3. Creating 5 core memories (architecture, conventions, modules, testing, docker)
  4. Optionally creating constitution.json
  5. Verifying activation successful

Result: 60-90% token reduction on all future sessions for this project


PREREQUISITES

Before running this agent, verify:

  • Global optimization complete (~/.claude/ configured)
  • You're in the project root directory
  • Serena MCP is available
  • Project has recognizable structure

Quick check:

# Verify global setup
ls ~/.claude/agents/pm-orchestrator.md

# Verify in project root
ls -la
# Should see project files (composer.json, package.json, etc.)

EXECUTION PLAN

Phase 1: Activate Serena

Goal: Make Serena aware of this project

Steps:

  1. Detect project root directory (current working directory)
  2. Activate Serena using mcp__serena__activate_project
  3. Verify activation successful using mcp__serena__get_current_config

Expected outcome: Serena shows this project as active


Phase 2: Run Onboarding (If Needed)

Goal: Let Serena analyze project structure

Steps:

  1. Check if onboarding already done using mcp__serena__check_onboarding_performed
  2. If not done, run mcp__serena__onboarding
  3. Follow Serena's onboarding questions:
    • Confirm project language/framework
    • Accept recommended memory files
    • Confirm constitution suggestions

Expected outcome: Serena understands project type and structure


Phase 3: Create Core Memories

Goal: Create project-specific context that loads at session start

Memory 1: Architecture (REQUIRED)

File: .serena/memories/architecture.md

Content to gather:

  1. Auto-detect language and framework:

    • Check for composer.json → PHP/Laravel
    • Check for package.json → JavaScript/TypeScript/Node
    • Check for pyproject.toml → Python/Django
    • Check for Cargo.toml → Rust
    • Check for go.mod → Go
  2. Analyze directory structure:

    • Use mcp__serena__list_dir to scan project root
    • Identify key directories (app, src, resources, tests, etc.)
  3. Identify architectural patterns:

    • Look for multi-tenancy indicators (organization models, scoping)
    • Identify service layer (Services directory)
    • Find authorization patterns (Policies, middleware)
  4. Generate architecture.md with template:

# Project Architecture

## Project Type
[Detected type: e.g., "Multi-tenant Laravel SaaS"]

## Tech Stack
- **Language**: [Detected language and version]
- **Framework**: [Detected framework and version]
- **Database**: [From .env or config files]
- **Cache**: [From .env or config files]

## Directory Structure
[Generated from list_dir scan]

## Key Architectural Patterns

### Pattern 1: [Primary pattern, e.g., Multi-Tenancy]
- **Implementation**: [How it's implemented]
- **Critical Files**: [Key models/services]
- **Rules**: [Critical rules to follow]

[Add 2-3 more key patterns based on analysis]

## Module Structure
[List main modules/features found]

## External Integrations
[APIs, webhooks from config files]

Save using: mcp__serena__write_memory

  • memory_file_name: "architecture.md"
  • content: [generated content]

Token target: 5-8K tokens


Memory 2: Codebase Conventions (REQUIRED)

File: .serena/memories/codebase-conventions.md

Content to gather:

  1. Analyze code patterns:

    • Use mcp__serena__find_symbol to sample classes
    • Identify validation patterns (FormRequest, inline, decorators)
    • Find business logic location (Services, Controllers, Models)
    • Check authorization patterns (Policies, middleware, guards)
  2. Identify naming conventions:

    • Sample file names for patterns
    • Check database schema for naming (migrations)
    • Review route definitions for naming
  3. Document file organization:

    • Map feature types to directories
    • Note any special organization patterns
  4. Generate codebase-conventions.md with template:

# Codebase Conventions

## Code Quality Standards

### Validation
- **Rule**: [e.g., "ALL validation uses FormRequest classes"]
- **Location**: [Directory path]
- **Pattern**: [Naming and usage pattern]

### Business Logic
- **Rule**: [e.g., "Business logic in Service Layer"]
- **Location**: [Directory path]
- **Pattern**: [How services are structured]

### Authorization
- **Rule**: [e.g., "Use Policy classes"]
- **Location**: [Directory path]
- **Pattern**: [Policy registration and usage]

## Naming Conventions
[Document conventions for: files, classes, methods, database, routes]

## File Organization
[Where to put: new models, controllers, services, tests, etc.]

## Common Patterns
[Code examples of standard patterns found in codebase]

## Anti-Patterns (DON'T)
[Things to avoid based on codebase analysis]

Save using: mcp__serena__write_memory

Token target: 3-5K tokens


Memory 3: Module Structure (CONDITIONAL)

File: .serena/memories/module-structure.md

When to create: If project has multiple distinct modules/features (8+ modules)

Content to gather:

  1. List all modules:

    • Scan controllers directory for module groupings
    • Check routes for module patterns
    • Identify feature flags or module configs
  2. Map dependencies:

    • Which modules depend on others
    • Core vs feature modules
  3. Generate module-structure.md:

# Module Structure

## Module Overview
Total modules: [count]

### Core Modules
[List core/foundation modules]

### Feature Modules
[List feature modules]

## Module Dependencies
[Describe which modules depend on others]

## Module Structure Template
[Standard directory structure for a module]

## Module-Specific Notes
[Special notes for each module]

## Finding Code by Feature
[Map common features to code locations]

Save using: mcp__serena__write_memory

Token target: 2-3K tokens

Skip if: Project is small (<8 modules) or single-feature


Memory 4: Testing Strategy (REQUIRED)

File: .serena/memories/testing-strategy.md

Content to gather:

  1. Detect test framework:

    • PHP: Look for phpunit.xml, pest.php
    • JavaScript: Look for jest.config.js, vitest.config.js
    • Python: Look for pytest.ini, tox.ini
    • Rust: Check Cargo.toml for test config
  2. Find test commands:

    • Check composer.json scripts
    • Check package.json scripts
    • Check Makefile or docker-compose.yml
  3. Analyze test structure:

    • Use mcp__serena__list_dir on tests directory
    • Sample a test file for patterns
  4. Generate testing-strategy.md:

# Testing Strategy

## Running Tests

### Full Test Suite
[Command to run all tests]

### Specific Test File
[Command pattern for running one test]

### With Coverage
[Command for coverage report]

## Test Organization
[Directory structure and organization]

## Test Patterns
[Examples of feature tests and unit tests from codebase]

## Factory Patterns
[If applicable, document factory usage]

## Test Database
[Configuration for test database]

## Debugging Failed Tests
[Standard debugging approach]

## Coverage Targets
[Expected coverage levels]

Save using: mcp__serena__write_memory

Token target: 2-3K tokens


Memory 5: Docker Workflow (CONDITIONAL)

File: .serena/memories/docker-workflow.md

When to create: If docker-compose.yml or Dockerfile exists

Content to gather:

  1. Parse docker-compose.yml:

    • Extract container names
    • Identify services (app, db, redis, etc.)
  2. Find common commands:

    • Look for documentation (README.md)
    • Check for Makefile with docker commands
  3. Generate docker-workflow.md:

# Docker Workflow

## Container Names
[List all containers from docker-compose.yml]

## Common Commands

### Start/Stop
[Commands to start, stop, restart]

### Execute Commands in Containers
[Pattern for running commands via docker-compose exec]

### Database
[Database-specific commands]

### Logs
[How to view logs]

### Shell Access
[How to enter containers]

## Development Workflow
[Standard workflow for development tasks]

## CRITICAL RULES
1. ✅ ALWAYS use `docker-compose exec [container]` for commands
2. ✅ NEVER run commands directly on host
3. ✅ Use container names in .env files

Save using: mcp__serena__write_memory

Token target: 1-2K tokens

Skip if: No Docker usage


Phase 4: Create Constitution (OPTIONAL)

Goal: Define architectural decision framework

When to create: If project has critical architectural rules (multi-tenancy, security, complex patterns)

Ask user: "Would you like to create a constitution.json for architectural decision-making? (Recommended for multi-tenant or security-critical projects)"

If yes:

  1. Detect critical patterns:

    • Multi-tenancy (organization scoping)
    • Security requirements
    • Strict code quality needs
  2. Generate .claude/settings/constitution.json:

{
  "version": "1.0.0",
  "project": "[Project name]",
  "description": "Architectural decision framework",

  "principles": {
    "[principle_1]": {
      "priority": "critical",
      "description": "[Description]",
      "rules": [
        "[Rule 1]",
        "[Rule 2]"
      ],
      "enforcement": "automatic",
      "violations": "reject_change"
    },
    "[principle_2]": {
      "priority": "high",
      "description": "[Description]",
      "rules": [
        "[Rule 1]",
        "[Rule 2]"
      ],
      "enforcement": "automatic",
      "violations": "warn_and_suggest_fix"
    }
  },

  "decision_framework": {
    "new_feature": [
      "[Step 1]",
      "[Step 2]"
    ],
    "bug_fix": [
      "[Step 1]",
      "[Step 2]"
    ]
  }
}
  1. Create file using standard file creation

If no: Skip constitution creation


Phase 5: Verification

Goal: Ensure activation successful and all memories saved

Steps:

  1. Check Serena status:

    mcp__serena__get_current_config
    

    Verify project is active

  2. List memories:

    mcp__serena__list_memories
    

    Count: Should see 3-5 memories (depending on what was created)

  3. Read one memory:

    mcp__serena__read_memory
    memory_file_name: architecture.md
    

    Verify content is correct

  4. Test symbol-first:

    mcp__serena__find_symbol
    name_path_pattern: [any class name from project]
    

    Should find the class

  5. Test with simple task: Run a simple optimization task to verify memories load:

    /optimize "List all models in the project"
    

    Check that memories are referenced in the response

Expected results: All checks pass, memories accessible, symbol search works


OUTPUT FORMAT

Provide a completion report:

## Project Activation Complete ✅

### Project Information
- **Name**: [Project name]
- **Location**: [Full path]
- **Language**: [Detected language]
- **Framework**: [Detected framework]
- **Activation Date**: [YYYY-MM-DD]

### Memories Created: [X]/5

**Required Memories** (3):
- ✅ architecture.md ([X]K tokens)
- ✅ codebase-conventions.md ([X]K tokens)
- ✅ testing-strategy.md ([X]K tokens)

**Optional Memories** (2):
- [✅/❌] module-structure.md ([X]K tokens or "Skipped: [reason]")
- [✅/❌] docker-workflow.md ([X]K tokens or "Skipped: [reason]")

**Constitution**:
- [✅/❌] .claude/settings/constitution.json ([created/skipped])

### Verification Results

- ✅ Serena activated for project
- ✅ Onboarding completed
- ✅ All memories saved successfully
- ✅ Memories accessible via mcp__serena__list_memories
- ✅ Symbol-first exploration working
- ✅ Simple task test passed

### Expected Outcomes

**Token Reduction Targets**:
- **Per session**: 60-70% reduction (load [X]K token memories vs reading 15-20K from files)
- **With prompt caching**: 70-90% total reduction
- **Cost savings**: $1-2 per session (medium/large projects)

**Session Start Time**:
- **Before**: 30-60 seconds (reading multiple files)
- **After**: 5-10 seconds (loading memories from cache)

**Code Exploration**:
- **Before**: Read full files (2-3K tokens each)
- **After**: Symbol-first (200-500 tokens for targeted reads)
- **Savings**: 65-75% on code exploration

### Next Steps

1. **Start working with optimized workflows**:

/optimize "Your task here"


2. **Monitor token savings**:

/cache-inspector status


3. **Update memories as project evolves**:

/context refresh


4. **Share activation with team**:
- Share this report
- Share memory templates from `.serena/memories/`
- Share activation-agent.md for their setup

### Activation Summary

- **Time taken**: [X] minutes
- **Total memory tokens**: [X]K tokens
- **Files created**: [X] files
- **Ready for**: Immediate use with 60-90% token savings

---

**Status**: ✅ Activation Complete and Verified

**Next**: Run `/optimize "your task"` to start benefiting from optimizations!

ERROR HANDLING

Error: Serena Not Available

Symptom: mcp__serena__activate_project not found

Fix:

  1. Verify Serena MCP is installed and running
  2. Check MCP server configuration
  3. If not available, inform user:
    ⚠️ Serena MCP is not available.
    
    Activation requires Serena for memory management.
    
    Please install Serena MCP and try again.
    See: https://github.com/Serena-MCP
    

Error: Project Already Activated

Symptom: Serena says project already active

Solution:

  1. Check existing memories: mcp__serena__list_memories
  2. If memories exist, ask user:
    This project appears to be already activated with [X] memories.
    
    Options:
    1. Keep existing memories (recommended)
    2. Refresh/update existing memories
    3. Delete and recreate from scratch
    
    Which would you prefer?
    

Error: Cannot Detect Language

Symptom: No recognizable project files found

Solution:

  1. List directory contents
  2. Ask user:
    Could not auto-detect project language/framework.
    
    Please specify:
    - Language: [PHP, JavaScript, Python, Rust, Go, etc.]
    - Framework: [Laravel, React, Django, etc.]
    
  3. Proceed with manual language input

Error: Memory Save Failed

Symptom: mcp__serena__write_memory fails

Solution:

  1. Check error message
  2. Verify .serena/memories/ directory exists (create if needed)
  3. Try again with corrected content
  4. If persistent, fall back to standard file creation:
    mkdir -p .serena/memories
    # Create files directly

POST-ACTIVATION RECOMMENDATIONS

1. Verify Token Savings

After first task, check token usage:

/cache-inspector status

Expected:

  • Cache hit rate: 80%+
  • Memory usage: [X]K tokens loaded
  • Token savings: 60-70% vs baseline

2. Update Memories as Project Evolves

Weekly (if rapid changes):

/context refresh

Monthly (stable projects):

  • Review architecture.md for accuracy
  • Update conventions.md if patterns changed
  • Add new modules to module-structure.md

3. Share with Team

Zip memory files as templates:

tar -czf project-memories-template.tar.gz .serena/memories/

Share with teammates so they can:

  • Use as starting point
  • Customize for their workflow
  • Benefit from same optimizations

4. Monitor and Improve

Track improvements over time:

  • Token usage per session
  • Cache hit rates
  • Time to complete tasks
  • Code quality consistency

MAINTENANCE

When to Refresh Memories

Trigger events:

  • Major architectural change
  • New module added
  • Technology stack updated
  • Team reports outdated information

How to refresh:

/context refresh

This will:

  • Re-analyze project structure
  • Update memories with current state
  • Preserve user customizations
  • Report what changed

Memory Versioning

Consider versioning memories for major changes:

# Before major refactor
cp -r .serena/memories .serena/memories-backup-2026-01-04

# After refactor
/context refresh

This agent automates 20-30 minutes of manual setup into 10-15 minutes of guided execution.

After completion: Project ready for 60-90% token savings on all future sessions!