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feat(rules): the instruction surfaces say to RETRIEVE a rule, not only to receive one (#3523)
Every instruction surface told a session to load the always-on rules and
stopped there. None said the loaded set is partial, so an empty one read as
"no rule applies" when it only ever meant "none was pushed" — different
claims, and only one of them has been checked.

That is #2198's asymmetry one level in. The earlier defect was trusting the
SessionStart push over the explicit pull; this is trusting the resident TIER
as if it were the whole rulebook.

It is also why the always-on tier was the only one that worked, on any install
rather than this one (rule 115): a rule nothing retrieves must be resident to
bind at all, and a resident rule costs tokens in every session forever — so a
rulebook that only delivers cannot grow past what one session holds.
Retrieval lifts that ceiling, and it fires only if something asks. A
tool-choice reflex asks least of all (#3476, #161).

The same obligation now lands on all three session-start surfaces, because
rule 119 makes them the specification jointly and a surface stating it
differently IS the product behaving differently (#2497). Pinned by
test_every_session_start_surface_states_the_conditional_retrieval, mirroring
the pull test beside it.

THE BUDGET TRADE. _INSTRUCTIONS sat at 1978 against a 2000 test budget, and
its own comment says an addition there is a trade, never an append. Bought the
new clause by trading out "Processes are saved procedures (follow verbatim)"
and "Deletes are trash-recoverable" — both already in DISPLACED_TOPICS and
already stated on a delivered surface, and both per-tool guidance, which by
this block's doctrine belongs in the tool docstring. Now 1976. Recorded in the
comment above the block so it is not silently reversed.

Plugin version minted: shipped plugin content moved.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-03 21:41:53 -04:00

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15 KiB
Markdown

---
name: using-scribe
description: Use at the START of every session, and before answering anything about the operator's work or starting any task — establishes the Scribe-first reflex. FIRST ACTION of a session: call list_always_on_rules() (and enter_project when a repo/project is in scope) to load the operator's binding rules. Then recall before acting, update over duplicate, plan in Scribe not in files.
---
# Using Scribe
Scribe is the operator's self-hosted system of record (notes, tasks, issues,
projects, milestones, systems) and rulebook, reachable
through the bundled `scribe` MCP server. Its value is mostly in what it
**already holds** — so make reading it a reflex, not something you wait to be
asked for.
## Do this first (every session)
**Pull the standing rules yourself — do not wait for them to be handed to you.**
At the start of a session, before substantive work, call
`list_always_on_rules()` to load the operator's always-on rules. If the working
repo maps to a Scribe project (you're in a known repo, or `list_repo_bindings`
shows a binding), call `enter_project(id)` instead/as-well — it returns the
project plus its applicable rules, open tasks, and recent notes in one shot.
Do this actively. A SessionStart hook *may* also inject a rule index, but treat
that as a bonus, not a precondition: it can be absent (e.g. when the instance is
unreachable, or the token didn't reach the hook), so the reliable path is this
explicit pull. Rules loaded this way are **binding** for the session.
## Scribe holds these functions — don't keep a second copy
This plugin makes Scribe the home for the operator's **rules, recall, and
planning** — the jobs Claude's native auto-memory would otherwise do. When the
plugin is present, route those jobs to Scribe and **do not also write them to
native memory**: codify rules with `create_rule` / `create_project_rule`,
capture durable knowledge as Scribe notes, and keep plans in Scribe milestones
(via `start_planning`) — not in `MEMORY.md` or `CLAUDE.md`. One copy, in Scribe; let any existing local
memory shrink as Scribe takes over. Don't maintain both stores in parallel.
Two constraints on *how* that's achieved:
- **Steer behavior; never flip a native switch.** The plugin must work with
native auto-memory at its default (ON). Never tell the operator to set
`autoMemoryEnabled:false` or otherwise disable a built-in function to make
Scribe "win" — a setting the operator may not know was changed (and wouldn't
know to restore) is exactly the hidden breakage to avoid. You replace memory's
functions by *doing the work in Scribe*, not by turning memory off.
- **A Scribe-shaped hole is acceptable.** If the plugin is later removed, the
operator recovers context over time — that's fine. You do **not** need to keep
native memory as a self-sufficient fallback. The only thing to avoid is
breakage caused by a settings change the operator didn't make knowingly.
## The reflex
1. **Recall before acting.** Before answering a question about the operator's
work, or starting a task, `search` Scribe (and `list_tasks` / `list_notes`)
for related prior work — an existing task, decision, or note — instead of
re-deriving it or opening a duplicate. When a project is in scope, pass its
`project_id` so results stay scoped.
2. **Standing rules are binding — and the ones you were handed are not all of
them.** Load the resident set via `list_always_on_rules()` at session start
(see "Do this first"); treat every one as binding. Pull a rule's full
statement with `get_rule(id)` when it's about to bite. When a project is in
scope, `enter_project(id)` also returns its applicable rules.
Rules come in two tiers. **Always-on** rules are delivered — they arrive
whether or not you ask. **Conditional** rules are RETRIEVED, and one binds
just as hard for never having been handed to you. So before a consequential
act, `search(content_type="rule")` on what you are about to do. An empty
loaded set is not evidence that no rule applies; it is only evidence that
none was pushed, and those are different claims.
The tier split exists because delivery does not scale: every resident rule
costs tokens in every session forever, so a rulebook that grows past a few
dozen either stops growing or stops fitting. Retrieval is what lets the
rulebook keep growing — but retrieval only fires if something asks.
**Ask hardest where you feel most certain.** Rules about which TOOL to reach
for — use the forge's MCP client rather than curling its API, don't stand up
a local stack, don't run the suite CI owns — govern moves that feel like
mechanics rather than decisions. A reflex raises no doubt, so it generates
no query, so the rule that would have stopped it is never retrieved. That is
the failure this instruction exists to prevent, and confidence is its only
warning sign.
3. **Update over duplicate.** When recording, prefer updating an existing
note/rule/task over creating a new one. Search first; revise what's there.
4. **When you plan, plan in Scribe.** Work with an *arc* — several steps toward
one goal — gets a plan, and a plan is a milestone: `start_planning(project_id,
title)` creates one whose `body` holds the design, each step is its own task
under it (`create_task(milestone_id=...)`), progress goes in work-logs
(`add_task_log`). Work without an arc (a fix, a one-file change, a question)
is just a task — don't wrap it in a milestone. Either way, do not write
plans/specs to local `.md` files. See the **writing-plans** skill.
5. **Keep state honest.** Set a task `in_progress` when you start it, `done` the
moment it's complete; log progress as you go.
6. **Fixes are issues, not work-logs.** When you fix a problem — even one solved
in passing — record it as its own issue (`create_task(kind="issue")`) with
symptom → root cause → fix, optionally linked to the task it arose from
(`arose_from_id`) and the subsystem it touches (`system_ids`). Don't bury a
fix as a work-log line on whatever task happened to be open.
7. **Tag records to Systems.** `enter_project` lists the project's Systems —
its named subsystems/areas. When you create or meaningfully update a record,
ask which areas it is *about* and pass `system_ids`. The test: would someone
investigating that subsystem want this record in the pile
`list_system_records` returns? If the area has no System yet, create one
(`create_system`: name + a one-paragraph charter) — an area that plainly
exists deserves naming the moment two records would share it; don't wait to
be asked. Cross-cutting records — audits, sweeps, reviews — take *several*
tags and are the prime discovery moment: a pass that walks the subsystems
has just enumerated the vocabulary, so mint the Systems it names as it
names them. Create liberally — `create_system` is duplicate-gated, and that
gate (plus reviewing the existing list) is the guardrail against sprawl,
not restraint. Only a record genuinely about no particular area goes
untagged.
8. **Name the record, never just its number.** Whenever you refer to a Scribe
record — in a message to the operator, a commit message, a task body, a
work-log — write the id *and* its title: `#3244 "the staleness signal"`,
`milestone 323 "rule versioning"`. Not `#3244`.
You have the record open; the operator does not. A bare id reads as
complete to you and as homework to them — they have to look it up to know
what their own conversation is about, or guess. Scribe's own duplicate gate
already writes `id 412: "debounce helper"` for exactly this reason; match
it everywhere else.
The first mention in a message carries the title; later mentions of the
same record can use the bare id. If you don't know the title, look it up
before citing the number — an id you can't name is one you haven't checked.
This matters most in the places read later by someone with even less
context than the operator has now: commit messages, task bodies, and any
record that cites another.
9. **State updates in place; chronicles don't.** A dev-log records what
*happened* — write it once, never rewrite it. A durable finding (how a
subsystem works, a measured number) lives in that System's **reference
note** ("«System» — reference"), which you UPDATE as facts change — safe,
because every meaningful edit is snapshotted and the version history is the
changelog. The dev-log then `[[links]]` the reference note instead of
restating state. When a new record outright *corrects* an older one (a
re-measurement, a reversed decision), pass the old id in `supersedes` so the
stale record is demoted and labelled rather than left competing.
10. **A few notes assert a FACT, and those can carry their own check.**
Supersession only fires once somebody has read a note and disagreed — which
is the case where it was already believed. A note asserting something about
*someone else's* software — what a service does on a duplicate upload, how a
forge numbers its CI runs, what an updater compares — can instead carry
`verify_with` (how to check it) and `expires_when` (the STATE that ends it:
"when the forge numbers runs per workflow", never "in six months").
`notes_due_for_verification` lists them least-recently-confirmed first, with
never-checked at the top; `mark_note_verified` records what you found, and
`still_true=False` deliberately writes nothing — a note whose check failed
is wrong rather than in a state worth recording, so it keeps its place.
**The test is one question: could this note become false without anyone
editing it?** If no, leave both fields empty. That is the normal case, and
an empty `verify_with` is the positive marker for "this is a decision, there
is nothing to go and check" — not an unfinished record. The sweep is only
worth reading while almost nothing is on it, so a check added out of
tidiness costs the whole surface, not just that note.
**The sharper form of the same test: is the thing this note describes yours
to change?** If yes it is a decision — editing your own software is how it
changes, and you will know you did it. Measured against a real corpus, every
note that earned a check was about somebody ELSE's software: a signing
service, a forge, a hub, an SDK, a model, a dependency set.
**Three that look like candidates and are not:**
- **Resume pointers and "current state" notes.** They go stale fastest of
anything, which is exactly why they tempt — but the cure is to update or
delete them, not to schedule a check. A sweep full of pointers is a sweep
nobody reads.
- **Measurements of your own system.** They go false because you changed
something, and you knew. A measurement earns a check only when what it
measures is outside your control.
- **A decision that RESTS on somebody else's behaviour.** The decision is
still a decision. Put the check on the note asserting the fact, and link
the decision to it.
Not for tasks — a task's decay is its status, and a done issue records what
happened rather than asserting something that can go false. Not for snippets
either: `verify_snippet` compares the recorded location and code against the
repo, which is richer and already wired to drift detection.
## Stay inside the active project's scope
Once a project is in scope — you called `enter_project`, or the working repo is
bound — confine the session to it:
- **Pass that `project_id` to every read** (`search`, `list_tasks`,
`list_notes`). An unscoped read bleeds every other project's work into your
context.
- **Only reference or offer work on the in-scope project.** Don't surface,
suggest, or start work on other projects unless the operator explicitly widens
scope.
- If something clearly belongs to a *different* project, say so and **ask before
switching** — never silently operate cross-project.
## Starting a project: decide what it inherits
A project's inheritance is a **decision, not a default**. Before
`create_project`, ask the operator the four inception questions and pass the
answers — never create a project bare by default:
- which **always-on rulebooks** it should NOT inherit (`list_rulebooks` shows
which are always_on; default: inherit them all) →
`exclude_always_on_rulebooks=[...]`
- which other rulebooks to **subscribe**`subscribe_rulebooks=[...]`
- which **design system** its UI is built from (`list_design_systems`; or
none) → `design_system_id=<id | -1>`
- whether to **seed the standard starter Systems** so records can be tagged
from day one → `seed_systems=true|false`
If `enter_project` returns an `inception` key, the project was never decided
(it inherits its defaults silently): raise that ask once, with the defaults it
carries, then `decide_project_inception(project_id, …)`. Existing projects
were stamped "legacy" (inherit-all) and do not ask; any project can be
re-decided. The rules/design-system/Systems tools still work one at a time —
inception is the moment they are decided together, and the record of why.
## Where a new rule goes
When codifying a rule, pick its home by **who it should bind** — and keep
shared homes general:
- **Always-on rulebook** (`create_rule` in an `always_on` rulebook) — universal
norms that bind *every* project. Cross-project standards only.
- **Subscribed rulebook** (`create_rule` + `subscribe_project_to_rulebook`) — a
reusable, *themed* module of general rules that binds only projects that opt
in (e.g. a review checklist → every service). Themed, but project-agnostic.
- **Project rule** (`create_project_rule`) — anything specific to one project
(its files, paths, quirks).
Both rulebook tiers are shared, so their rules stay general; they differ in
**reach** (all vs opt-in), not generality. Names one project's specifics →
project rule; a standard a category shares → subscribed rulebook; a universal
norm → always-on rulebook. Never put project-specific detail in a shared
rulebook — it leaks to every other project that gets it.
**First ask whether it's a rule at all.** A rule is prose you have to remember
and apply; Scribe's other entities are structure a tool can resolve and check.
Visual standards belong in a **design system**, not a rulebook — a token can be
inherited, resolved per mode, rendered to a stylesheet and diffed against code,
and none of that survives being written as a rule. A repeatable procedure is a
**process**; reusable code is a **snippet**. Reach for a rule when the thing
really is a standing instruction about how to work.
## Building UI: the project's design system binds
`enter_project` returns a `design_system` when the project has one, with the
guidance **chain-merged** — the house style it inherits plus its own departures
from it. Treat it the way you treat a rule.
Before writing a colour, size, radius, weight or duration by hand, reach for a
token: `resolve_design_system(id)` for the values, or
`get_design_system_stylesheet(id)` for the rendered sheet. A literal is a value
stated outside the system, so it can never follow a palette change — and
nothing will tell you it drifted.
## Other Scribe process-skills
This plugin also ships focused process-skills — writing-plans, systematic
debugging, verification, and brainstorming. Reach for the matching one when its
situation arises, the same way you reach for this skill.