# Skill Research Process

> Systematic, scalable approach for building comprehensive Claude Code skills using parallel research agents. Use this when a skill requires extensive documentation gathering from official sources.

- Skill: `tools-only/skill-research-process-2` (Agent Skill, multi-file: 3 files)
- Install (CLI): `npx skillmds@latest add tools-only/skill-research-process-2`
- Raw SKILL.md: https://api.skillmd.com/api/skills/tools-only/skill-research-process-2/raw
- Safety review: pending (external: skill-scanner PASS, skillspector WARNING)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Docs & Writing
- Author: tools-only (https://skillmd.com/u/tools-only)
- Updated: 2026-09-29
- Page: https://skillmd.com/skills/tools-only/skill-research-process-2

---


# Skill Research Process

Systematic, scalable approach for building comprehensive Claude Code skills using parallel research agents. Use this when a skill requires extensive documentation gathering from official sources.

## Process Overview

```text
Stage 1: Initialize → Categorization agent creates TODO checklist
    ↓
Gate 1: Verify categories are distinct and complete
    ↓
Stage 2: Research → Parallel agents populate references/{category}/
    ↓
Gate 2: Anti-hallucination checkpoint (verify all claims cited)
    ↓
Stage 3: Integrate → Update SKILL.md, validate structure
    ↓
Gate 3: Final validation (links work, quality standards met)
```

## Pre-Requisites

1. Activate skill-creator for structure guidance:

   ```text
   Skill(command: "plugin-creator:skill-creator")
   ```

2. Read CLAUDE.md for verification requirements

## Stage 1: Initialize Skill Structure

**Objective**: Create base skill directory and identify documentation categories.

### Steps

1. **Initialize skill directory**:

   ```bash
   plugins/plugin-creator/skills/skill-creator/scripts/init_skill.py <skill-name> --path <output-directory>
   ```

2. **Launch categorization agent** - see [Agent Prompts](./references/agent-prompts.md#categorization-agent)

3. **Output**: `{skill-name}.TODO.md` with categorized checklist

### Quality Gate 1: Category Verification

Before proceeding, verify:

- [ ] Categories are distinct (no overlap)
- [ ] Each category is specific enough to guide focused research
- [ ] 5-10 categories total (fewer for simple tools, more for complex)
- [ ] Categories cover the tool's full scope

**If categories overlap**: Merge or redefine boundaries before Stage 2.

## Stage 2: Parallel Category Research

**Objective**: Launch concurrent research agents to build reference documentation.

### Steps

1. Read TODO categories from `{skill-name}.TODO.md`
2. Launch concurrent Task agents (one per category) with `run_in_background: true`
3. Each agent outputs to `./references/{category}/`

See [Research Agent Prompt](./references/agent-prompts.md#research-agent) for template.

### Parallel Execution

Launch all agents in a **single message** with multiple Task calls:

```text
Task(subagent_type: "general-purpose", description: "Research Category A", run_in_background: true, ...)
Task(subagent_type: "general-purpose", description: "Research Category B", run_in_background: true, ...)
```

### Quality Gate 2: Anti-Hallucination Checkpoint

**MANDATORY before Stage 3.** For each category, verify:

- [ ] Every factual claim has a cited source (URL + access date)
- [ ] No claims based on training data knowledge
- [ ] Sources are authoritative (official docs > blogs > forums)
- [ ] Code examples are from official sources or tested
- [ ] Uncertain information marked explicitly as "unverified"

**Citation Format Required**:

```markdown
According to the official documentation (https://example.com/docs, accessed 2026-02-01), ...
```

**If citation missing**: Research agent must add source or mark as "NOT_VERIFIED: [claim]".

## Stage 3: Integration

**Objective**: Update SKILL.md with category links and finalize.

### Steps

1. Update `./SKILL.md` with links to each category's `index.md`
2. Verify SKILL.md body ≤5k words
3. Validate structure

### Quality Gate 3: Final Validation

Run validation:

```bash
plugins/plugin-creator/skills/skill-creator/scripts/package_skill.py <skill-path>
```

Verify:

- [ ] All markdown links resolve (use Read tool to verify)
- [ ] All index.md files contain working links
- [ ] All TODO items from Stage 1 have corresponding reference files
- [ ] Skill follows skill-creator guidelines

## Error Recovery

### MCP Tools Unavailable

Fallback strategy when MCP tools not available:

1. **WebFetch + WebSearch**: For discovery and overview
2. **GitHub CLI (`gh`)**: For repository metadata, issues, releases
3. **Clone + Read**: Clone repo locally, use Read tool for code analysis

### Research Agent Fails

If an agent fails or times out:

1. Check output file with Read tool (background agents write to file)
2. Resume with remaining work if partial results exist
3. Re-launch with narrower scope if timeout

### Incomplete Source Documentation

If official docs are incomplete:

1. Document what IS available with citations
2. Mark gaps explicitly: "Official documentation does not cover [topic]"
3. Use GitHub issues/discussions as secondary sources (with citation)
4. Never fill gaps with training data assumptions

## MCP Tool Selection

| Tool         | Fidelity | Use When                                       |
| ------------ | -------- | ---------------------------------------------- |
| WebFetch     | Low      | Scoping only. NEVER for implementation details |
| mcp**exa**\* | Medium   | Code snippets, documentation extraction        |
| mcp**Ref**\* | High     | Authoritative, verbatim documentation          |

See [MCP Tool Usage Guide](./references/mcp-tools.md) for details.

## Key Principles

| Principle              | Rule                                         |
| ---------------------- | -------------------------------------------- |
| Progressive Disclosure | SKILL.md ≤5k words; details in `references/` |
| Parallel Execution     | Launch all category agents in single message |
| Citation Required      | Every claim needs source + access date       |
| No Training Data       | Only document what sources confirm           |
| Relative Paths         | All links use `./` prefix                    |

## Success Checklist

Before finalizing:

- [ ] All quality gates passed (1, 2, 3)
- [ ] Every factual claim has citation with access date
- [ ] No speculation or training-data-based claims
- [ ] All links use `./` relative paths
- [ ] Categories are distinct (no overlap)
- [ ] SKILL.md ≤5k words
- [ ] Each category has `index.md` with working links
- [ ] Validation script passes

## References

- [Agent Prompt Templates](./references/agent-prompts.md)
- [MCP Tool Usage Guide](./references/mcp-tools.md)
- [Gaps Analysis](./references/gaps-analysis.md) - Known limitations and improvement opportunities

