Deep Research

Deep Research

For task-linked research, resolve the repository and task with ../setup/references/task-context.md. Research is an optional evidence branch: persist a compact research.md in the resolved task only when findings change scope, requirements or a technical decision; otherwise return the answer inline and record the decision if the caller needs it.

Overview

Conduct comprehensive research on technical topics, synthesizing information from multiple sources. Since this runs in a forked context, explore extensively — only the final findings return to the main conversation.

1. Determine Research Depth

Not every request needs a 10-source report. Match the depth to the question:

If the user's intent is ambiguous, default to Comparison — it's the most common need.

2. Source Strategy

Tool Priority (Exa-first)

Pick the smallest set of tools that answers the question. Many Quick-depth queries need zero tool calls. When you do search, choose by fit:

• get_code_context_exa when you need API/library code examples or usage patterns.
• web_search_exa when the question is conceptual, comparative, or ecosystem-wide.
• ref_search_documentation / ref_read_url when you need authoritative confirmation and Exa's summary is insufficient.
• WebSearch / WebFetch only as a fallback when the above can't reach the source.

Do not run a tool to confirm something you already know confidently from the docs or the codebase — cite the source instead.

Parallel Search

Since this runs in a fork, optimize for speed by launching parallel queries:

• When queries have no dependencies, emit all of them in the same assistant turn (one tool-use block per query). Do not wait for the first to return before issuing the next.
• Combine web searches with a local Grep/Glob pass in the same turn when codebase context is relevant.
• Use multiple small, focused queries rather than one broad query

Source Types

3. Research Strategies

Choose the smallest strategy that answers the question:

• Technology evaluation: official documentation first, then repository activity or adoption evidence only when it affects the decision, then local integration constraints.
• Problem solving: search the exact symptom, confirm with official troubleshooting guidance, and inspect local code only when the fix depends on it.
• Best practices: use official guidance and local conventions; add community sources only when they resolve an open trade-off.

4. Cross-Verification

• Match source count to depth: Quick = 1–2 sources (skip Cross-Verification entirely); Comparison = 2–3; Deep = 3–5.
• Stop gathering once the answer is stable across sources — additional confirmatory sources add little value. If the first 2 sources agree and are authoritative (official docs, primary repos), that's enough.
• Verify claims against official docs only when the claim is load-bearing for a recommendation.
• Check publication dates — prefer content from the last 12 months
• Look for consensus; flag disagreements explicitly
• Be skeptical of AI-generated content in search results

5. Output Format

Adapt output to the research depth determined in step 1.

Quick Answer

**Answer**: [concise answer]

**Source**: [url] — [what it confirmed]

**Caveat**: [any important limitations or conditions]

Comparison

## [X] vs [Y] for [use case]

| Criteria | X | Y |
|----------|---|---|
| [criterion] | [assessment] | [assessment] |

**Recommendation**: [which and why, considering our project context]
**Sources**: [urls]

Full Report

# Research: [Topic]

**Question**: [what was investigated]
**Date**: [ISO date]
**Sources**: [count]

## Summary
[3-5 sentences answering the research question]

## Findings

### [Finding title]
**Confidence**: HIGH / MEDIUM / LOW
**Sources**: [list]
[details]

## Recommendations
1. [recommendation with rationale]
2. [recommendation with rationale]

## Sources
- [Source title] — [URL] — [what it provided]

## Open Questions
- [anything unresolved]

6. Project Context

Instead of relying on a static list, read project context dynamically:

• Read a root CLAUDE.md or AGENTS.md only when one exists and local constraints affect the answer.
• Inspect manifests only when the recommendation depends on installed versions or stack.
• Reference local patterns only when they change the recommendation; if you cite a file or function, open it with Read first rather than speculating.

This ensures recommendations stay aligned with the project as it evolves. Missing optional tools or sources are a recorded limitation, not a passed check.

7. Before Returning

• Sources are cited with URLs
• Information is current (dates checked)
• Findings are relevant to our project context
• Recommendations are actionable (not just "it depends")
• Conflicting information is flagged, not hidden