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Add Claude guidance page#167

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claude/agents-section-outline-dvab3o
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Add Claude guidance page#167
jpmckinney wants to merge 23 commits into
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claude/agents-section-outline-dvab3o

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@jpmckinney jpmckinney commented Jun 20, 2026

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Add a "Claude" page (docs/agents/) covering task selection, tool and model
choice, context management, prompting, sycophancy, and security/responsibility
for Claude tools in general, with Claude Code specifics where relevant. Link
to official Anthropic documentation throughout.

Co-Authored-By: Claude Opus 4.8 (1M context) noreply@anthropic.com
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae


My original outline to compare against:

  • Task selection
    • Claude differentiates itself with its tooling (like paper Felix shared); better results when using than when acting as pure LLM; you can tell from the UI feedback when it is doing one or another
    • Offer office hours for anyone who got a bad experience
  • Tool choice
    • Chat
    • Design
    • Cowork
    • Code
    • Word/Excel
    • Browser extension (Google docs) [risk!]
  • Model choice
    • make sure Opus is selected, and xhigh for Claude Code
  • Context: An LLM itself has no “conversation history”. As your conversation grows, the full transcript is processed each time. There is a limit: the content window. If too long, CC will “compact” the context which might lose quality (give steps to see context if possible) You want to have a high quality context, and a shorter context generally yields better results. Managing context:
    • start new conversations. The downside is that Claude “forgets” everything. Mitigations: Claude.md, /init , projects, skills, custom system prompt - these are essentially the same as simply pasting a boilerplate first prompt (only slight difference is that the default system prompt gives them a bit more priority)
    • “Thinking” models use more context, because they generate text that they then reingest before a final answer. use simpler models for simpler tasks
    • CC: use BTW feature; restore an earlier part of the conversation.
    • explain how memory and projects work with respect to context (eg don’t overdo it on memories or uploaded docs ).
    • Non English reportedly uses more tokens than English
  • Prompting :
    • per above about context: it is better to provide upfront as much relevant detail as is practical, to avoid a lot of back-and-forth and changing of direction, etc. which can end up “confusing” the LLM and reducing the quality of its output;
    • That said, dont worry about making your prompts super precise and detailed, or about adding a bunch of memories and skills and using “advanced” techniques from Claude “experts” - commercial products do A LOT of work to improve your prompts, and they are continually iterating their own system prompts ; (give example of that open source tool to refine prompts)
    • With experience, you’ll learn what details are relevant and which you can leave out
    • If you don’t really know what you’re asking for, you can always use one session to refine your idea, then ask Claude to prepare a prompt for a new conversation
    • Give example outputs to follow; Claude is not an Oracle
  • General
    • be wary of sycophancy - genAI has been trained to be overly positive, and there’s no reliable way to stop this behaviour
  • Tech-specific :
    • Risks: autonomous modes, permissions, secrets/confidential; related: skill loss
    • mitigations:
      • largely mitigated by existing practice (centralized secrets etc, dangerously accept permissions disabled).
      • Mainly about limiting permissions (note that shell can read ssh;
      • if using to debug logs, ensure logs don’t leak security/privacy/confidentiality details - they shouldn’t already, like with Sentry).
      • Add deny rules for pillar/private, salt/private;
      • Never give agents access to production
    • responsibility
      • disclose if unreviewed, via __generated_by etc. tags
      • when it’s okay not to review: PoC, prototype, one time use, non critical code path
    • Admin page: link to Claude GitHub permission page

claude added 23 commits June 20, 2026 22:45
Add a "Claude" page (docs/agents/) covering task selection, tool and model
choice, context management, prompting, sycophancy, and security/responsibility
for Claude tools in general, with Claude Code specifics where relevant. Link
to official Anthropic documentation throughout.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Replace the placeholder note with verified product surfaces and official
links: Claude Cowork (desktop), Claude for Microsoft 365 (Word/Excel/
PowerPoint/Outlook), and Claude Design.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Generalize the context-window and compaction explanation across all Claude
products (auto-compaction happens in the chat apps too), and cordon the
Claude Code commands into a clearly labeled subsection that non-developer
readers can skip. Present Projects (apps) and CLAUDE.md/Skills (Claude Code)
side by side for persisting context across conversations.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Rename the guidance sections to verb clauses (Select your task, Choose the
tool/model, Manage the context, Prompt effectively, Watch for sycophancy,
Work securely and responsibly). Under "Persist context across sessions",
add and link the Claude apps' profile instructions, memory, and projects.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Add docs/agents/claude-code.rst (nested under Claude): choosing a project and
task, setup (CLAUDE.md, plan mode, devcontainer), planning, steering, and the
code-specific security policy (permission/deny rules, SSH-key caveat, no
production access, log hygiene, admin settings) and disclosure tags
(__generated_by__, __generated_at__, __review_status__) with the maintaining
hooks. Worktrees, MCP servers, and cost tracking are admonitions rather than
sections.

Slim the Claude page's "Work securely and responsibly" to surface-agnostic
guidance and link to the Claude Code page for the codebase specifics.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Add the settings.json registration and the rewrite-python-to-uv.sh and
python-post-write.sh hook scripts as code blocks under "Disclose generated
code".

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Explain that the Claude apps' memory is a running summary Claude manages and
rewrites (scoped per project), unlike user-authored profile/project
instructions, which apply verbatim. Direct readers to instructions or
CLAUDE.md for anything that must persist exactly.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
State explicitly that inside a Project, Claude uses only that Project's
memory, not account-wide memory from other chats, and that general memory
covers only non-project chats.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Describe the "View and edit memory" screen (and pause/reset/incognito), not
just the toggle, and add a citation for the managed-summary behavior.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Explain that a file attached to a message loads in full (counts against the
context window), while large Project knowledge is retrieved (RAG) rather than
loaded wholesale.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Split "Manage the context" into general content (how context works,
compaction, Claude's own context management) followed by subsections: Files
and attachments (noting chat loads in full while Cowork and Claude Code read
on demand), Models and thinking, Instructions and projects, Memory, and In
Claude Code. Explain how telling Claude to remember something works.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Note that chat caps attachment size and returns a length error rather than
silently dropping earlier context, and that a file attached inside a Project
chat is context for that conversation only, not added to project knowledge.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Reference Upload files (30 MB cap) and Troubleshoot error messages alongside
Usage and length limits, so each attachment-handling claim is verifiable.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Cite the API Glossary (a token is ~3.5 English characters, varying by
language) and drop the "reportedly" hedge.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Keep the language-varies-by-tokenization point (and its citation) but drop
the English characters-per-token number, which was irrelevant to the claim.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
The Glossary states token counts vary by language but not the direction, so
state only that the language affects how fast the window fills.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Frame the page with the three primitives — model, context, tools — and note
that skills, memory, projects, MCP, and subagents are variations on them.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Note that retrieval (RAG) is a tool that pulls relevant context in, as
another example of features composing the model/context/tools primitives.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Use "product" for the product/surface sense of "tool" (section heading,
"these products", "match the product", "how each product helps", "depends on
the product", "Claude's products") and keep "tool" only for the LLM-tool
sense (the mental-model admonition, "use tools", the Bash tool, grep, hooks).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
State that the two levers a user controls to improve output are managing
context and improving the prompt, and that almost everything else feeds one
of the two.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Keep the mental-model admonition as orientation up top, and recap the two
levers (managing context, improving prompts) plus the responsibility points
in a closing "In short" admonition.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Give the specific 200,000-token window and drop the Enterprise hedge.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
Add that a recorded preference for agreement carries into new chats, so even
starting fresh may not reset it.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125gpj95EzqfeMYBMWscJae
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