Research And Report

Research

Systematic investigation → evidence-based analysis → authoritative recommendations.

• Technology evaluation and comparison
• Documentation discovery and troubleshooting
• Best practices and industry standards research
• Implementation guidance with authoritative sources

NOT for: quick lookups, well-known patterns, time-critical debugging without investigation phase

Track with TodoWrite. Phases advance only, never regress.

TodoWrite format:

- Analyze Request → { scope definition }
- Discover Sources → { multi-source strategy }
- Gather Information → { key areas }
- Synthesize Findings → { comparison/evaluation }
- Compile Report → { deliverable type }

Situational (insert when triggered):

• Gather Information → if gaps discovered during synthesis

Workflow:

• Start: Create "Analyze Request" as in_progress
• Transition: Mark current completed, add next in_progress
• Simple queries: Skip directly to "Gather Information" if unambiguous
• Gaps during synthesis: Add new "Gather Information" task
• Early termination: Skip to "Compile Report" + △ Caveats

Five-phase systematic approach:

1. Question Phase — Define scope and success criteria

• Decision to be made?
• Evaluation parameters? (performance, maintainability, security, adoption)
• Constraints? (timeline, expertise, infrastructure)
• Context already known?

Query types:

• Installation/Setup → prerequisites, commands, configuration
• Problem Resolution → error patterns, solutions, workarounds
• API Reference → signatures, parameters, return values
• Technology Evaluation → framework comparison, tool selection
• Best Practices → industry standards, proven patterns
• Implementation → code examples, patterns, methodologies

2. Discovery Phase — Multi-source retrieval

Source selection by use case:

Progressive pattern:

1. Package discovery → octocode.packageSearch + context7.resolve-library-id
2. Multi-source parallel → context7.get-library-docs + octocode.githubSearchCode + firecrawl.search
3. Intelligent fallback → if context7 fails, try octocode issues → firecrawl alternatives

3. Evaluation Phase — Analyze against criteria

Source authority hierarchy:

1. Official Documentation → creators/maintainers
2. Standards Bodies → RFCs, W3C, IEEE, ISO
3. Benchmark Studies → performance comparisons
4. Case Studies → real-world implementations
5. Community Consensus → adoption patterns, surveys

4. Comparison Phase — Systematic tradeoff analysis

Comparison matrix:

| Criterion   | Option A | Option B | Option C |
|-------------|----------|----------|----------|
| Performance | 10k/s    | 15k/s    | 8k/s     |
| Learning    | Moderate | Steep    | Gentle   |
| Ecosystem   | Large    | Medium   | Small    |

For each option document:

• Strengths → what it excels at + evidence
• Weaknesses → limitations + edge cases
• Best fit → when this is the right choice
• Deal breakers → when this fails

5. Recommendation Phase — Clear guidance with rationale

Structure:

• Primary Recommendation → clear statement + rationale + confidence
• Alternatives → when to consider + tradeoffs
• Implementation → next steps + pitfalls + validation
• Limitations → edge cases + gaps + assumptions

Before delivering findings:

• Version is latest stable
• Docs match user context (language, framework)
• Critical info cross-referenced across sources
• Code examples complete and runnable

Multi-source orchestration:

context7 — Official library documentation

• resolve-library-id(name) → get doc ID
• get-library-docs(id, topic) → focused retrieval
• Best for: API references, official guides
• Optimize: Use specific topics, avoid broad queries

octocode — GitHub repository intelligence

• packageSearch(name) → repo metadata
• githubSearchCode(query) → real implementations
• githubSearchIssues(query) → troubleshooting
• githubViewRepoStructure(owner/repo) → structure
• Best for: Code examples, community solutions, package discovery

firecrawl — Web documentation and community

• search(query) → web results
• scrape(url, formats=['markdown']) → extract content
• map(url) → discover structure before crawling
• Best for: Tutorials, Stack Overflow, blog posts, benchmarks
• Optimize: Use onlyMainContent=true, maxAge for caching

Parallel execution pattern:

await Promise.all([
  context7.resolve(name),
  octocode.packageSearch(name),
  firecrawl.search(query)
]).then(consolidateResults)

Fallback chain:

context7 fails → octocode issues → firecrawl alternatives
Empty docs → broader topic → web search
Rate limit → alternate MCP → manual search guidance

Library Installation

1. octocode.packageSearch(name) → repo, version, deps
2. context7.resolve-library-id(name) → doc ID
3. context7.get-library-docs(id, topic="installation") → official guide
4. Compress → commands, prerequisites, framework integration, pitfalls

Error Resolution

1. Parse error → extract key terms
2. octocode.githubSearchIssues(pattern) → related issues
3. context7.get-library-docs(id, topic="troubleshooting") → official fixes
4. firecrawl.search(error_message) → community solutions
5. Synthesize → rank by authority, provide fixes, prevention

API Exploration

1. context7.resolve-library-id(name) → doc ID
2. context7.get-library-docs(id, topic="api") → reference
3. octocode.githubSearchCode(examples) → real usage
4. Structure → options table, patterns, examples

Technology Comparison

1. Parallel across all sources for each option
2. Cross-reference official docs + GitHub + web
3. Create matrix → quantified + qualitative factors
4. Recommend → primary + alternatives + implementation

Two output modes based on research type:

Evaluation Mode (claims and recommendations):

Finding: { assertion or claim }
Source: { authoritative source with link }
Confidence: High/Medium/Low — { brief rationale }
Verify: { how to validate this finding }

Discovery Mode (searching and gathering):

Found: { what was discovered }
Source: { where it came from with link }
Notes: { relevant context or caveats }

Use Evaluation Mode when making recommendations or assertions. Use Discovery Mode when gathering options or looking things up. Mix modes as appropriate within a single research session.

## Research Summary
Brief overview — what investigated, methodology, sources consulted.

## Options Discovered
1. **Option A** — description, key characteristics
2. **Option B** — description, key characteristics
3. **Option C** — description, key characteristics

## Comparison Matrix
| Criterion | Option A | Option B | Option C |
|-----------|----------|----------|----------|
| Key metrics for easy comparison              |

## Recommendation

### Primary: [Option Name]
**Rationale**: Detailed reasoning + supporting evidence

**Strengths**:
- Specific advantages with quantified data when available

**Tradeoffs**:
- Acknowledged limitations and considerations

**Confidence**: High/Medium/Low with explanation

### Alternatives
When primary may not fit:
- Scenario X → Consider Option Y because...

## Implementation Guidance
**Next Steps**:
1. Specific action items
2. Configuration recommendations
3. Validation criteria

**Common Pitfalls**:
- Pitfall 1 → How to avoid
- Pitfall 2 → How to avoid

**Migration** (if applicable):
- Path from current to recommended

## Authoritative Sources
- **Official Docs**: [Direct links]
- **Benchmarks**: [Performance comparisons]
- **Case Studies**: [Real-world examples]
- **Community**: [Discussions, blog posts]

---

> Context Usage: XXX tokens (XX% compression achieved)
> Sources: context7 | octocode | firecrawl

Always include:

• Direct citations to authoritative sources with links
• Quantified comparisons when available (metrics, statistics)
• Acknowledged limitations and edge cases
• Context about when recommendations may not apply
• Confidence levels and areas needing further investigation

Always validate:

• Version is latest stable (no alpha/beta unless requested)
• Documentation matches user's framework/language/context
• Critical information cross-referenced across sources
• Code examples complete and runnable
• No critical information lost in compression

Always consider:

• User expertise level if apparent
• Project context (languages, frameworks, infrastructure)
• Previous failed attempts mentioned
• Constraints and requirements stated
• Security implications and best practices

When detecting common patterns:

Outdated Patterns

User mentions deprecated approach
→ Flag deprecation
→ Suggest modern alternative
→ Provide migration path

Missing Prerequisites

Feature requires setup
→ Include prerequisite steps
→ Validate environment requirements
→ Provide configuration guidance

Common Pitfalls

Topic has known gotchas
→ Add prevention notes
→ Include troubleshooting tips
→ Reference common issues

Related Tools

Solution has complementary tools
→ Mention related libraries
→ Explain integration patterns
→ Provide ecosystem context

ALWAYS:

• Create "Analyze Request" todo at session start
• Update todos when transitioning phases
• One phase in_progress at a time
• Mark phases completed before advancing
• Use multi-source approach (context7, octocode, firecrawl)
• Provide direct citations with links
• Cross-reference critical information
• Include confidence levels and limitations
• Validate code examples are complete and runnable

NEVER:

• Skip "Analyze Request" phase without defining scope
• Single-source when multi-source available
• Deliver recommendations without citations
• Include deprecated approaches without flagging
• Omit limitations and edge cases
• Regress phases — add new tasks if gaps discovered
• Leave "Compile Report" unmarked after delivering

• source-hierarchy.md — authority evaluation details
• tool-selection.md — MCP server decision matrix
• examples/ — research session examples
• FORMATTING.md — formatting conventions