Creating Agents

Creating Agents

Overview

Writing agents IS Test-Driven Development applied to AI assistant configuration.

You write test cases (delegation scenarios with subagents), watch them fail (baseline behavior), write the agent (configuration file), watch tests pass (correct delegation and behavior), and refactor (close loopholes).

Core principle: If you didn't watch Claude fail to delegate correctly or the agent fail without the configuration, you don't know if the agent teaches the right thing.

Official guidance: For Anthropic's official agent authoring specification, see anthropic-agent-docs.md. This document provides the complete frontmatter specification and configuration options.

REQUIRED (standard/critical artifacts): See testing-agents-with-subagents.md for the complete testing methodology:

• How to write delegation scenarios
• Scope pressure testing
• Closing loopholes systematically
• Meta-testing techniques

Worked example: See examples/SCOPE_BOUNDARY_TESTING.md for a full test campaign testing agent scope configurations

What is an Agent?

An agent is a specialized AI assistant configured for specific task types. Agents have their own identity, tool access, and behavioral boundaries.

Agents are: Reusable specialists for specific domains, task isolation, tool-restricted workers

Agents are NOT: Skills (reference guides), CLAUDE.md content (project conventions), one-off solutions

Agents vs Skills vs CLAUDE.md

TDD Mapping for Agents

When to Create an Agent

Create when:

• Task requires tool restrictions (read-only exploration)
• Task benefits from isolated context (background processing)
• Specialized persona improves output quality
• Task type recurs frequently across projects
• Model selection matters (haiku for speed, opus for reasoning)

Don't create for:

• One-off tasks
• Simple techniques (use skills)
• Project-specific conventions (use CLAUDE.md)
• Tasks that don't benefit from isolation

Agent Types

Read-Only Agents

Exploration and analysis without modification capability.

Examples: codebase-analyzer, codebase-locator, codebase-pattern-finder

Characteristics:

• Tools: Read, Grep, Glob, LS (no Edit, Write, Bash)
• Model: Often sonnet or haiku for speed
• Role: Documentarian, not consultant

Action Agents

Can modify files or execute commands within defined boundaries.

Examples: infra-ops, refactoring-expert

Characteristics:

• Tools: Include Edit, Write, Bash as needed
• Model: sonnet or opus for judgment
• Role: Executor with safety boundaries

Background Agents

Run asynchronously for observation or long-running tasks.

Examples: observer

Characteristics:

• run_mode: background
• Model: haiku for cost efficiency
• Role: Monitor or processor

Directory Structure

Agents can be placed at three levels (priority order):

# 1. CLI flag (session only)

--agents ./my-agents/

# 2. Project level (recommended for project-specific agents)

.claude/agents/agent-name.md

# 3. User level (for personal agents across projects)

~/.claude/agents/agent-name.md

# 4. Plugin level (for shared toolkit agents)

plugin/agents/agent-name.md
```text

## Agent Role Definition

**Every agent needs a clear role that defines WHO it is and WHAT it must NOT do.**

### Role Statement Pattern

```markdown
You are a [specialist/expert] at [domain]. Your job is to [core responsibility].

## CRITICAL: [SCOPE ENFORCEMENT]

- DO NOT [boundary 1]
- DO NOT [boundary 2]
- ONLY [permitted action]

```text

### Why Roles Matter

1. **Prevents scope creep** - Agent knows its boundaries
2. **Sets clear expectations** - Output format is predictable
3. **Enables focused results** - No dilution of expertise
4. **Makes testing easier** - Clear success criteria

### Role Types

| Role Type | Example | Key Characteristic |
|-----------|---------|-------------------|
| Documentarian | codebase-analyzer | Explain, don't critique |
| Locator | codebase-locator | Find, don't analyze |
| Executor | infra-ops | Take action, with safety |
| Observer | observer | Watch, detect patterns |
| Expert | refactoring-expert | Deep domain knowledge |

### Anti-Pattern: Undefined Role

```markdown

# ❌ BAD: No clear identity or boundaries

---
name: helper
description: Helps with things
---

Help the user with whatever they need.
```text

```markdown

# ✅ GOOD: Clear identity and boundaries

---
name: codebase-analyzer
description: Analyzes codebase implementation details
tools: Read, Grep, Glob, LS
model: sonnet
---

You are a specialist at understanding HOW code works. Your job is to analyze
implementation details and explain technical workings with precise file:line references.

## CRITICAL: YOUR ONLY JOB IS TO DOCUMENT AND EXPLAIN

- DO NOT suggest improvements or changes
- DO NOT critique the implementation
- ONLY describe what exists and how it works

```text

## Agent File Structure

### Frontmatter (YAML)

| Field | Required | Description |
|-------|----------|-------------|
| `name` | Yes | Lowercase letters and hyphens only |
| `description` | Yes | When Claude should delegate (critical for auto-delegation) |
| `tools` | No | Tools agent can use (inherits all if omitted) |
| `disallowedTools` | No | Tools to deny |
| `model` | No | `sonnet`, `opus`, `haiku`, or `inherit` (default: inherit) |
| `permissionMode` | No | `default`, `acceptEdits`, `dontAsk`, `bypassPermissions`, `plan` |
| `skills` | No | Skills to preload into agent context |
| `hooks` | No | Lifecycle hooks scoped to this agent |

### System Prompt Structure

```markdown
---
name: agent-name
description: Use when [specific triggering conditions]
tools: [Tool1, Tool2]
model: sonnet
---

[Role statement - "You are a..."]

## CRITICAL: [SCOPE ENFORCEMENT]

- DO NOT [boundary 1]
- DO NOT [boundary 2]
- ONLY [permitted action]

## Core Responsibilities

1. **[Responsibility 1]**
   - Detail
   - Detail

2. **[Responsibility 2]**
   - Detail

## Strategy/Process

### Step 1: [Name]

- Action
- Action

### Step 2: [Name]

- Action

## Output Format

Structure your output like this:

```text

## [Section]

[Content pattern]
```text

## Important Guidelines

- Guideline 1
- Guideline 2

## What NOT to Do

- Anti-pattern 1
- Anti-pattern 2

## REMEMBER: [Key constraint summary]
```text

## Description Guidelines for Agents

**Critical for discovery:** Claude reads `description` to decide when to delegate.

### Description Best Practices

**Format:** Focus on WHEN to delegate, not what the agent does.

```yaml

# ❌ BAD: Describes what, not when

description: Analyzes code and finds patterns

# ❌ BAD: Too vague

description: Helps with code

# ✅ GOOD: Clear delegation trigger

description: Analyzes codebase implementation details. Call when you need detailed
  information about specific components.

# ✅ GOOD: Comparison to alternatives

description: Locates files and components. Use if you find yourself wanting to use
  Grep/Glob/LS more than once.
```text

### "Use Proactively" Trigger

For agents that should auto-activate, include proactive language:

```yaml
description: Use this agent proactively when [condition]
```text

### Keyword Coverage

Include words Claude would search for:

- Task types: "analyze", "find", "debug", "configure"
- Domains: "infrastructure", "testing", "documentation"
- Tools: Specific tool names the agent uses

## Tool Selection Matrix

| Agent Type | Recommended Tools | Rationale |
|------------|------------------|-----------|
| Read-only exploration | Read, Grep, Glob, LS | No modification risk |
| Code modification | + Edit, Write | Controlled changes |
| System operations | + Bash | Shell access needed |
| Full capability | (inherit all) | Maximum flexibility |

### Tool Restriction Examples

```yaml

# Read-only agent

tools: Read, Grep, Glob, LS

# Modification agent without shell

tools: Read, Grep, Glob, LS, Edit, Write

# Agent with specific tool denied

disallowedTools: Bash, NotebookEdit
```text

## Model Selection

| Model | Use When | Cost | Speed |
|-------|----------|------|-------|
| `haiku` | Fast, simple tasks (search, exploration) | Low | Fast |
| `sonnet` | Balanced (analysis, review) | Medium | Medium |
| `opus` | Complex reasoning (planning, architecture) | High | Slower |
| `inherit` | Match parent conversation | Varies | Varies |

### Model Selection Examples

```yaml

# Fast exploration

model: haiku

# Balanced analysis (most common)

model: sonnet

# Deep reasoning needed

model: opus
```text

## Permission Modes

| Mode | Behavior | Use When |
|------|----------|----------|
| `default` | Normal permission prompts | Standard operation |
| `acceptEdits` | Auto-accept file edits | Trusted modification agents |
| `dontAsk` | Skip confirmations | Fully trusted agents |
| `bypassPermissions` | Skip all prompts | Automation contexts |
| `plan` | Planning only, no execution | Design/review agents |

**Security note:** Use restrictive modes by default. Only escalate permissions when necessary and tested.

## The Iron Law (Same as TDD)

```text
NO AGENT WITHOUT A FAILING TEST FIRST
```text

This applies to NEW agents AND EDITS to existing agents.

Write agent before testing? Delete it. Start over.
Edit agent without testing? Same violation.

**No exceptions:**

- Not for "simple agents"
- Not for "just adding a tool"
- Not for "minor description updates"
- Don't keep untested changes as "reference"
- Don't "adapt" while running tests
- Delete means delete

## Testing Agents

**REQUIRED (standard/critical artifacts):** See testing-agents-with-subagents.md for the complete testing methodology.

Agent testing has three dimensions:

### 1. Delegation Testing

Does Claude delegate to the right agent at the right time?

**Test scenarios:**

- Give Claude a task that should trigger the agent
- Verify the Task tool is called with correct `subagent_type`
- Test edge cases (similar tasks that shouldn't trigger)

### 2. Capability Testing

Does the agent do its job correctly?

**Test scenarios:**

- Give agent its intended task
- Verify output format matches specification
- Test with various inputs

### 3. Boundary Testing

Does the agent stay within its scope?

**Test scenarios:**

- Ask agent to do something outside its role
- Verify CRITICAL rules are followed
- Test tool restrictions actually work

### 4. Role Adherence Testing

Does the agent respect its identity and boundaries?

**Test scenarios:**

- Ask for suggestions when role is documentarian
- Ask for critique when role forbids it
- Verify agent deflects out-of-scope requests

## Common Rationalizations for Skipping Testing

| Excuse | Reality |
|--------|---------|
| "Agent is obviously clear" | Clear to you ≠ clear to Claude. Test delegation. |
| "It's just tool restrictions" | Test that restrictions actually work. |
| "Testing agents is overkill" | Untested agents have issues. Always. |
| "I'll test if problems emerge" | Problems = wrong delegation. Test BEFORE deploying. |
| "Description is self-explanatory" | Claude's interpretation may differ. Test it. |
| "I copied from a working agent" | Your changes may break it. Test anyway. |
| "Too tedious to test" | Testing is less tedious than debugging wrong delegation in production. |
| "I'm confident it's good" | Overconfidence guarantees scope violations. Test anyway. |
| "No time to test" | Deploying untested agent wastes more time fixing delegation later. |

## Bulletproofing Agents Against Scope Violation

Agents with CRITICAL rules will find ways to break them under pressure. Use these techniques to harden scope boundaries.

### Close Every Loophole Explicitly

Don't just state the boundary - forbid specific workarounds:

<Bad>

```markdown

## CRITICAL: YOUR ONLY JOB IS TO DOCUMENT

- DO NOT suggest improvements

```text
</Bad>

<Good>

```markdown

## CRITICAL: YOUR ONLY JOB IS TO DOCUMENT

- DO NOT suggest improvements or changes
- DO NOT frame suggestions as observations ("it's worth noting that...")
- DO NOT add "consider" or "you might want to" hints
- DO NOT critique the implementation, even when asked
- ONLY describe what exists and how it works

```text
</Good>

### Address "Spirit vs Letter" Arguments

Add foundational principle early in the agent:

```markdown
**Violating the letter of CRITICAL rules is violating the spirit of CRITICAL rules.**
```text

This cuts off "I'm technically not suggesting, I'm just observing that it could be better" rationalizations.

### Build Scope Violation Table

Capture violations from baseline testing. Every excuse goes in the table:

```markdown
| Excuse                              | Reality                                                    |
|-------------------------------------|------------------------------------------------------------|
| "The user explicitly asked me to"   | CRITICAL rules override user requests. Decline and explain.|
| "Just this once, it's helpful"      | One exception trains the next. Rules are absolute.         |
| "I'm observing, not suggesting"     | If it implies action, it's a suggestion. Stay descriptive. |
```text

### Create Red Flags List

Make it easy for agents to self-check:

```markdown

## Red Flags - STOP and Stay In Scope

- Offering advice when role is documentarian
- Taking action when role is read-only
- "The user really needs this" (override rationalization)
- "It's related to my scope" (scope creep)
- "I'll just mention it briefly" (boundary erosion)

**All of these mean: Return to CRITICAL rules. Stay in scope.**
```text

### Update Description with Scope Violation Symptoms

Add scope-violation triggers to the agent description so testing catches them early:

```yaml
description: Analyzes codebase implementation details. Call when you need detailed
  information about specific components. Do not use for code review or improvement suggestions.
```text

## RED-GREEN-REFACTOR for Agents

### RED: Write Failing Test (Baseline)

Run scenarios WITHOUT the agent or with minimal config. Document:

- Does Claude delegate at all?
- Does Claude delegate to the right agent?
- What does the agent produce without CRITICAL rules?
- What scope violations occur?

### GREEN: Write Minimal Agent

Write agent that addresses specific baseline failures:

- Add role statement if identity was unclear
- Add CRITICAL rules if scope was violated
- Add tool restrictions if modifications occurred
- Adjust description if delegation was wrong

Run same scenarios WITH agent. Verify correct behavior.

### REFACTOR: Close Loopholes

Agent found new way to violate scope? Add explicit rule. Re-test until bulletproof.

## Anti-Patterns

### ❌ Over-Scoped Agent

```markdown

# BAD: Does everything

You are a helpful assistant that can analyze code, suggest improvements,
fix bugs, write documentation, and answer questions.
```text

### ❌ Missing CRITICAL Rules

```markdown

# BAD: No boundaries

You are a code analyzer. Analyze the code the user provides.
```text

### ❌ Vague Description

```markdown

# BAD: Doesn't help delegation

description: Helps with code stuff
```text

### ❌ Wrong Model Selection

```markdown

# BAD: Using opus for simple file search

name: file-finder
model: opus  # Wasteful for simple Grep/Glob operations
```text

### ❌ Undefined Role

```markdown

# BAD: No "You are a..." statement
## What to Do

- Find files
- Search code

```text

### ❌ Role Creep

```markdown

# BAD: Role expands beyond definition

You are a documentarian... but also feel free to suggest improvements.
```text

## Agent Creation Checklist

**IMPORTANT: Use TodoWrite to create todos for EACH checklist item below.**

### RED Phase - Write Failing Test:

- [ ] Verify agent doesn't already exist (check for duplicate or overlapping agents)
- [ ] Create delegation scenarios (task descriptions that should trigger agent)
- [ ] Run scenarios WITHOUT agent - document baseline delegation behavior
- [ ] Create capability scenarios (tasks for agent to perform)
- [ ] Run with minimal agent - document scope violations and output issues

### GREEN Phase - Write Minimal Agent:

- [ ] Name uses only lowercase letters and hyphens
- [ ] YAML frontmatter with required fields (name, description)
- [ ] Description focuses on WHEN to delegate, not what agent does
- [ ] **Role statement: "You are a [specialist]. Your job is to [responsibility]."**
- [ ] CRITICAL rules section with explicit boundaries
- [ ] Core responsibilities (numbered list)
- [ ] Strategy/process section
- [ ] Output format with examples
- [ ] Guidelines and anti-patterns
- [ ] Tool restrictions appropriate for role
- [ ] Model selection appropriate for task complexity
- [ ] Run scenarios WITH agent - verify correct behavior

### REFACTOR Phase - Close Loopholes:

- [ ] Identify scope violations from testing
- [ ] Add explicit CRITICAL rules for violations
- [ ] Test boundary cases
- [ ] Re-test until agent stays in scope

### Quality Checks:

- [ ] Agent has clear, singular purpose
- [ ] CRITICAL rules match role definition
- [ ] Output format is concrete (not vague)
- [ ] Tool selection matches actual needs
- [ ] Model selection matches complexity

### Deployment:

- [ ] Place in correct directory (.claude/agents/ or ~/.claude/agents/)
- [ ] Verify agent loads correctly
- [ ] Test delegation in real conversation

## Discovery Workflow

How Claude finds and delegates to your agent:

1. **Receives task** ("analyze how authentication works")
2. **Checks available agents** (reads descriptions)
3. **Matches description** (codebase-analyzer matches)
4. **Delegates via Task tool** (subagent_type="webshare:codebase-analyzer")
5. **Agent executes** (with its tools, model, and context)
6. **Returns result** (Claude summarizes for user)

**Optimize for this flow** - description must clearly match intended tasks.

## Full Agent Template

```markdown
---
name: agent-name
description: Use when [specific conditions]. Call with [how to invoke].
tools: Read, Grep, Glob, LS
model: sonnet
---

You are a specialist at [domain]. Your job is to [core responsibility].

## CRITICAL: [SCOPE ENFORCEMENT TITLE]

- DO NOT [forbidden action 1]
- DO NOT [forbidden action 2]
- DO NOT [forbidden action 3]
- ONLY [permitted scope]

## Core Responsibilities

1. **[Responsibility 1]**
   - Detail
   - Detail

2. **[Responsibility 2]**
   - Detail

3. **[Responsibility 3]**
   - Detail

## Strategy

### Step 1: [Name]

- Action
- Action

### Step 2: [Name]

- Action

### Step 3: [Name]

- Action

## Output Format

Structure your output like this:

```text

## [Title]: [Topic]

### [Section 1]

[Content pattern with examples]

### [Section 2]

[Content pattern with examples]
```text

## Important Guidelines

- **Guideline 1**: Explanation
- **Guideline 2**: Explanation
- **Guideline 3**: Explanation

## What NOT to Do

- Don't [anti-pattern 1]
- Don't [anti-pattern 2]
- Don't [anti-pattern 3]

## REMEMBER: [Key constraint in one sentence]

[Final reinforcement of the agent's singular purpose and boundaries.]
```text

## The Bottom Line

**Creating agents IS TDD for AI assistant configuration.**

Same Iron Law: No agent without failing test first.
Same cycle: RED (baseline) → GREEN (write agent) → REFACTOR (close loopholes).
Same benefits: Better quality, correct delegation, bulletproof boundaries.

If you follow TDD for code, follow it for agents. It's the same discipline applied to AI configuration.

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