purview-records-management

purview-records-management is a skill for Claude Code, Codex from vinayaklatthe/microsoft-security-skills. It costs 196 tokens per session (1,910 once invoked), scanned A, original, MIT.

Guidance for Microsoft Purview Records Management, which formally marks information as a record and controls how it is retained and disposed of across Microsoft 365. A record is information that must be kept as official evidence; a regulatory record is locked against changes.

In plain words
What is it for?
Use it to create retention labels, manage records and regulatory records, import a file plan, apply event-based retention, and run disposition reviews.
Why use it?
It helps organisations meet legal or industry retention duties and prove what happened when records were eventually disposed of. It adds stricter controls than ordinary retention policies.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to create retention labels, manage records and regulatory records, import a file plan, apply event-based retention, and run disposition reviews.

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Install with agentmods
npx agentmods add skills/vinayaklatthe/microsoft-security-skills/purview-records-management
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add vinayaklatthe/microsoft-security-skills --skill purview-records-management
Clone the repo
git clone --depth 1 https://github.com/vinayaklatthe/microsoft-security-skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for purview-records-management

README.md
[![agentmods](https://agentmods.dev/badge/skills/vinayaklatthe/microsoft-security-skills/purview-records-management/github.svg)](https://agentmods.dev/skills/vinayaklatthe/microsoft-security-skills/purview-records-management)
Your own site
<a href="https://agentmods.dev/skills/vinayaklatthe/microsoft-security-skills/purview-records-management"><img src="https://agentmods.dev/badge/skills/vinayaklatthe/microsoft-security-skills/purview-records-management/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for purview-records-management

Your own site · 80×15
<a href="https://agentmods.dev/skills/vinayaklatthe/microsoft-security-skills/purview-records-management"><img src="https://agentmods.dev/badge/skills/vinayaklatthe/microsoft-security-skills/purview-records-management.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 196 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,910 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00196 $0.01910
Opus 5 $0.00098 $0.00955
Sonnet 5 $0.00039 $0.00382
Haiku 4.5 $0.00020 $0.00191

Measured 9d ago against content hash 33a153914232, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

purview-records-management scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/purview-records-management/SKILL.md · 147 lines

How it starts

The opening of the file, as written. The whole thing — 147 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Microsoft Purview Records Management

Records Management is the formal, auditable side of data lifecycle in Microsoft 365. Where general retention manages bulk data lifecycle, Records Management declares specific content as a record (cannot be modified or deleted) or regulatory record (immutable, no label change allowed once applied) and produces proof of disposition — the artefact regulators and auditors actually ask for.

When to use

You have legal, regulatory, or industry obligations (SEC 17a-4, GxP, GDPR Article 30, public-sector records acts) that require provable record retention and defensible disposition workflows.

Do not use this skill for general retention without record declaration (purview-data-lifecycle), DLP (purview-dlp-policy), or eDiscovery (purview-ediscovery).

Retention label flavors — pick deliberately

Label option Mutability Disposition
Retention only (no record) Editable Auto-delete or do nothing
Record Locked from edits/deletes; admin can unlock Disposition review optional
Regulatory record Fully immutable; label cannot be removed even by admin Always disposition-reviewed
Unlock the record (admin action) Reverts to standard label

Rule of thumb: Use regulatory record only where the regulation truly demands WORM-style immutability (broker-dealer, life sciences GxP). Otherwise record is usually right — same protection, with an admin-unlock break-glass.

Approach

  1. Get the file plan first. Records Management without a file plan is just labels sprawled across SharePoint. Source the file plan from Legal/Records team — typically a CSV with: label name, description, retention period, trigger (creation date / last modified / event), record/regulatory record flag, disposition action, business unit. Import via file plan manager.

  2. Define events for event-based retention. Common events:

    • Employee separation (HRIS connector or scripted Graph trigger).
    • Contract expiry (CLM system event).
    • Project closure.
    • Product end-of-life. Events fire via Microsoft Graph or the compliance UI; retention countdown begins on event date.

Read the full file on GitHub · 147 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 147 lines · 196 tokens per session scan A 33a153914232

Subscribe to this mod's changes

purview-records-management is a skill published in the GitHub repository vinayaklatthe/microsoft-security-skills (173 stars, last pushed 2mo ago), licensed MIT. It adds 196 tokens to every session and 1,910 once invoked, about $0.0010 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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