# AWS Bestpractice Research

> Research and compile comprehensive best-practice checklists for ANY AWS service by searching official AWS documentation using aws-knowledge-mcp-server. Produces categorized HA/DR/security checklist tables with source annotations and reference links. Optionally audits live AWS resources against the compiled checklist when the user provides credentials, region, or resource identifiers. Use when the user wants to: (1) research/compile/summarize best practices for an AWS service, (2) build a checklist for auditing HA, DR, or security configurations, (3) find what the official AWS documentation says about configuring a service correctly, (4) generate a best-practice reference table they can use to check existing clusters/resources, (5) check whether a live AWS resource (cluster, instance, table, etc.) follows best practices, (6) audit an existing AWS environment against official recommendations. Triggers on keywords like "research best practices", "compile checklist", "summarize HA/DR best practices", "build a che

- Skill: `panlm/aws-bestpractice-research` (Agent Skill, multi-file: 5 files)
- Install (CLI): `npx skillmds@latest add panlm/aws-bestpractice-research`
- Raw SKILL.md: https://api.skillmd.com/api/skills/panlm/aws-bestpractice-research/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: DevOps & Infra
- Author: panlm (https://skillmd.com/u/panlm)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/panlm/aws-bestpractice-research

---


# AWS Best Practice Research (with Optional Live Audit)

Research and compile comprehensive best-practice checklists for any AWS service using the
aws-knowledge-mcp-server documentation search tools. Optionally audit live AWS resources
against the compiled checklist.

## Prerequisites

This skill requires the **aws-knowledge-mcp-server** tools to be available:
- `aws___search_documentation` — search across AWS documentation topics
- `aws___read_documentation` — read full documentation pages
- `aws___recommend` — get related documentation recommendations

For the optional live audit (Step 8), the **AWS CLI** (`aws`) must be available and
configured with credentials that have read access to the target service.

## Workflow

### Step 1: Identify Target Service and Audit Scope

Determine from user input:
- **AWS Service** — e.g., ElastiCache Redis, RDS MySQL, MSK, EKS, Aurora, DynamoDB, etc.
- **Focus areas** — HA/DR, security, or all (default: all)
- **Live audit info (optional)** — does the user provide any of the following?
  - AWS credentials (environment variables, profile, or credential file path)
  - AWS Region (e.g., us-west-2)
  - Resource identifiers (cluster name, instance ID, table name, etc.)

If the service is ambiguous, ask the user to clarify (e.g., "RDS MySQL or RDS PostgreSQL?").

Record whether a live audit is requested:
- **If the user provides credentials + region + resource info** → run live audit after checklist
- **If the user provides partial info** → ask for the missing pieces before proceeding
- **If the user provides no live resource info** → skip live audit, produce checklist only

### Step 2: Sequential Documentation Search

Run the following 6 search queries **one at a time, sequentially** using `aws___search_documentation`.
**Do NOT run them in parallel** — the aws-knowledge-mcp-server has rate limits and parallel
requests will trigger "Too many requests" errors.

Wait for each query to return results before sending the next one. Replace `{SERVICE}` with
the actual service name (e.g., "ElastiCache Redis", "Amazon RDS MySQL", "Amazon MSK").

```
Query 1: "{SERVICE} best practices high availability disaster recovery"
  topics: ["general", "reference_documentation"]
  limit: 10

Query 2: "{SERVICE} Well-Architected reliability resilience best practices"
  topics: ["general", "reference_documentation"]
  limit: 10

Query 3: "{SERVICE} replication multi-AZ failover cluster mode backup"
  topics: ["reference_documentation", "troubleshooting"]
  limit: 10

Query 4: "{SERVICE} security encryption authentication access control"
  topics: ["general", "reference_documentation"]
  limit: 10

Query 5: "{SERVICE} Well-Architected security best practices"
  topics: ["general", "reference_documentation"]
  limit: 10

Query 6: "Security Hub controls for {SERVICE}"
  topics: ["general", "reference_documentation"]
  limit: 10
```

**Rate limit protection**: If any query returns a "Too many requests" error, wait 5 seconds
and retry once. If it fails again, skip that query and continue with the next one.

### Step 3: Read Key Documentation Pages

From the search results, identify and read the most important pages **one at a time,
sequentially** using `aws___read_documentation`. **Do NOT read multiple pages in parallel**
to avoid rate limiting. Prioritize these document types:

1. **Well-Architected Lens** pages for the service (Reliability, Security, Performance, Operational Excellence pillars)
2. **Security Hub controls** page for the service
3. **Official best practices** page
4. **Resilience / disaster recovery** page
5. **Overall best practices** page

Read each with `max_length: 15000` to get comprehensive content. Typically 3-5 page reads are needed.

If a Well-Architected Lens exists for the service, it is the single most valuable source — always read it.

### Step 4: Extract and Categorize Check Items

From all gathered documentation, extract individual check items and organize them into
**5 mandatory categories** (see `references/output-template.md` for the exact format):

**Category 1: High Availability Architecture**
Items about: cluster mode, replication, replicas per shard, Multi-AZ, AZ distribution, node types, quorum.

**Category 2: Disaster Recovery**
Items about: automatic/manual backups, retention policies, RPO/RTO documentation, Global Datastore / cross-region replication, failover testing, replication lag monitoring.

**Category 3: Failover Planning**
Items about: Test Failover API, FIS resilience testing, client timeout/topology config, SNS event notifications, graceful degradation, WAIT command.

**Category 4: Security Configuration**
Items about: encryption at-rest/in-transit, authentication (AUTH/RBAC/IAM), subnet groups, security groups, KMS keys, dangerous command renaming, RBAC metrics monitoring, IAM control plane policies.

**Category 5: Others**
Items not covered by the above 4 categories, including but not limited to: auto minor version upgrade, engine version, node type selection (Graviton), CloudWatch monitoring, reserved memory, connection pooling, read routing, expensive commands, slow log, IaC management, Auto Scaling, cost tags, client retry logic, performance tuning, operational best practices.

For each check item, record:
- **ID** — category prefix + sequential number + priority suffix (e.g., `HA-01-hi`, `DR-02-md`, `SEC-03-lo`)
  - Priority suffixes: `-hi` (High), `-md` (Medium), `-lo` (Low)
  - This embeds priority directly in the ID for quick visual scanning
- **Check item name** — concise, actionable
- **Description** — what to check and why, specific thresholds or values where applicable
- **Source** — which document/control it comes from (see source annotation rules below)
- **Priority** — High / Medium / Low (also kept as a separate column for filtering)

### Step 5: Compile Source Annotations

Use consistent source tags throughout the checklist:

| Tag | Meaning |
|-----|---------|
| `WA-REL` / `WA-RELn` | Well-Architected Lens — Reliability Pillar (question N) |
| `WA-SEC` / `WA-SECn` | Well-Architected Lens — Security Pillar |
| `WA-PE` / `WA-PEn` | Well-Architected Lens — Performance Efficiency Pillar |
| `WA-OE` / `WA-OEn` | Well-Architected Lens — Operational Excellence Pillar |
| `WA-CO` | Well-Architected Lens — Cost Optimization Pillar |
| `Security Hub [{Service}.N]` | AWS Security Hub CSPM control (e.g., `[ElastiCache.1]`) |
| `re:Post` | AWS re:Post knowledge center article |
| `Official Docs` | Service user guide / official documentation |
| `AWS Blog` | AWS Database Blog or other official blog |
| `Whitepaper` | AWS whitepaper |

### Step 6: Generate Checklist Output

Output the checklist using the exact format defined in `references/output-template.md`.

The output must include:
1. Title with service name
2. One table per category (5 tables)
3. Source annotation legend
4. Key reference links section

### Step 7: Offer Next Steps

After presenting the checklist, suggest:
- "I can save this checklist as a reference file for future audits."
- "I can export this to a spreadsheet if you prefer."

If the user **has already provided live audit info** in Step 1, skip the suggestion and proceed
directly to Step 8.

If the user **has not provided live audit info**, also suggest:
- "If you provide AWS credentials and resource identifiers, I can audit a live resource against this checklist."

### Step 8: Live Resource Audit (Optional)

**Only execute this step if the user has provided credentials, region, and resource identifiers.**
If none were provided, skip this step entirely.

See `references/audit-workflow.md` for the detailed per-service audit procedure. The general
flow is:

#### 8.1 Prepare Environment

If the user provided a credential file path (e.g., `env.sh`), source it:
```bash
source <credential-file-path>
```

Verify access by running a simple describe command against the target service and region.

#### 8.2 Collect Resource Configuration

Run the service-specific AWS CLI commands to gather the full configuration of the target resource.
Execute independent commands in parallel to save time.

For **ElastiCache Redis**, the key commands are (see `references/audit-workflow.md` for the full list):
- `aws elasticache describe-replication-groups`
- `aws elasticache describe-cache-clusters --show-cache-node-info`
- `aws elasticache describe-cache-subnet-groups`
- `aws elasticache describe-cache-parameters`
- `aws elasticache list-tags-for-resource`
- `aws elasticache describe-snapshots`
- `aws elasticache describe-events`

For other services, use the equivalent describe/list commands.

#### 8.3 Map Configuration to Checklist

For each check item in the checklist, determine the audit status:

| Status | Meaning |
|--------|---------|
| **🟢 PASS** | The resource configuration meets or exceeds the recommendation |
| **🔴 FAIL** | The resource configuration does not meet the recommendation |
| **🟡 WARN** | Cannot be fully verified from infrastructure alone (e.g., client-side settings), or partially meets the recommendation |
| **⚪ N/A** | The check does not apply to this resource (e.g., Global Datastore check when cross-region DR is not required) |

For each item, record:
- The check ID and name (from the checklist)
- The audit status (PASS / FAIL / WARN / N/A)
- A specific finding describing what was observed (include actual values)

#### 8.4 Generate Audit Report

Output the audit results using the format defined in `references/audit-output-template.md`:

1. **Resource Summary** — key properties of the audited resource (engine, version, node type, topology, etc.)
2. **Audit Results by Category** — one table per category with Status + Finding columns
3. **Audit Summary** — counts of PASS/FAIL/WARN/N/A per category
4. **Critical Issues** — list of all FAIL items with Priority=High, with specific remediation guidance
5. **Recommendations** — grouped by urgency (Immediate / Short-term / Medium-term)

#### 8.5 Offer Remediation

After presenting the audit results, suggest:
- Which FAIL items can be fixed in-place (e.g., enabling backups, adding tags)
- Which FAIL items require resource recreation (e.g., encryption at rest)
- Whether you can help execute the remediation commands

## Important Guidelines

- **Be comprehensive**: Search broadly, read deeply. The value of this skill is completeness.
  It's better to include a check item and mark it as lower priority than to miss it.
- **Always cite sources**: Every check item must have a source annotation.
  Users need to know where each recommendation comes from.
- **Always use sequential requests**: All searches and page reads must be executed one at a
  time, sequentially. **Never send multiple aws-knowledge-mcp-server requests in parallel.**
  The MCP server has rate limits that will reject concurrent requests with "Too many requests"
  errors. Sequential execution is slower but reliable.
- **Rate limit protection**: If any MCP request returns a "Too many requests" error, wait
  5 seconds and retry the same request once. If it fails a second time, skip that request
  and continue with the next step. Do not retry more than once per request.
- **Focus on actionable items**: Each check item should be something the user can verify
  against their actual configuration. Avoid vague recommendations.
- **Include specific thresholds**: When documentation specifies numbers (e.g., "at least 2 replicas",
  "reserved-memory-percent >= 25%"), include them in the check description.
- **Note service-specific nuances**: If a check only applies under certain conditions
  (e.g., "only if cluster mode enabled"), note that in the description.
- **Live audit is optional**: Never fail or block if the user doesn't provide credentials.
  The checklist alone is a complete, valuable deliverable.
- **Respect language**: Always output in the same language as the user's conversation.

