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Toolkit

Project Instructions · Playbook

On this page5 sections

Playbook

1. Write the Canonical Contract

Keep one reviewed source for facts that every coding needs:

  • Architecture and trust boundaries.
  • Toolchain versions and exact verification commands.
  • Server/client or module ownership rules.
  • Completion evidence and prohibited shortcuts.
  • Actions that require human confirmation.

Write rules as testable outcomes. “Follow best practices” is not a contract. “Run pnpm build before claiming MDX work is complete” is.

2. Separate Stable from Procedural Context

Stable repository facts belong in the always-loaded layer. Multi-step procedures belong in skills. Recent project state belongs in a tracked work system or memory with a freshness marker. Long reference material belongs behind an explicit link.

3. Add Product Adapters

  • Map the canonical repository contract into CLAUDE.md for Claude Code.
  • Map it into AGENTS.md scope for Codex.
  • Map it into the Copilot instruction formats consumed by each supported surface.

Adapters may add product-specific controls, but they must not redefine the underlying policy. Generate them when practical; otherwise review them together.

4. Test Discovery

For every supported surface, ask the agent to report which instruction sources loaded and how it resolved a nested rule. Test from the repository root and a scoped subdirectory. Repeat after compaction or session resume.

5. Verify the Boundary

Deliberately request a prohibited action in an isolated test repository. Confirm that independent permissions or gates—not instruction compliance alone—prevent the outcome.

Source register

Project Instructions sources

Primary vendor documentation reviewed on the date shown. Links may change after publication.

  1. How Claude remembers your project (opens in a new tab)

    Anthropic · official docs · accessed 2026-08-01

  2. Custom instructions with AGENTS.md (opens in a new tab)

    OpenAI · official docs · accessed 2026-08-01

  3. Custom instructions support for GitHub Copilot (opens in a new tab)

    GitHub · official docs · accessed 2026-08-01