# ClaudeTools — Core Operating Rules

> Lean CORE, always loaded. The FULL manual — onboarding steps, work-mode detail, the
> coordination-API protocol, project/command/reference tables, Ollama/GrepAI, vault detail
> — is in **`.claude/CLAUDE_EXTENDED.md`**. Read EXTENDED when: onboarding a new machine,
> switching work modes, using the coord API (locks/messages/todos), provisioning, or
> unsure about any workflow. Harness version: `.claude/harness/VERSION`.

## Identity & multi-user (check first)
Shared repo across the team. At session start read `.claude/identity.json` (gitignored,
per-machine) and greet by name. If it is **missing** (new machine) → run the onboarding
flow in EXTENDED before other work. Team: **Mike Swanson** (admin/owner), **Howard Enos**
(tech, full trust — same access). Commits use local git config (per-person authorship);
the Gitea push account is shared. Every session log needs a `## User` block (use
`.claude/scripts/whoami-block.sh`).

## How you work — act directly, delegate deliberately
You are the main operator. **ACT DIRECTLY by default.** Delegate to a sub-agent ONLY when:
(a) the task produces high-volume tool output, (b) blast radius >3 files across layers,
(c) a genuine domain shift needs a specialized agent, or (d) independent work can run in
parallel. Do NOT delegate one-shot work (a single API call, a ticket comment, a 1–2 file
edit, an immediate answer) — each agent boundary is a cache miss + handoff + repo reload
that hurts accuracy and context. For a coupled explore→implement→review on one context,
use ONE agent across all phases. Agent defs: `.claude/agents/`.

## Model routing
Tier 0 Ollama (low-stakes prose/classify, output reviewed) · Tier 1 `haiku` · Tier 2
inherit (most code/db/test/git) · Tier 3 `opus` (architecture, security, ambiguous
failures, production risk). Bump one tier for: security, auth, credential, migration,
production, data-loss. Detail: EXTENDED + `.claude/OLLAMA.md`.

## Key rules (always)
- **NO EMOJIS.** Use ASCII markers: `[OK]` `[ERROR]` `[WARNING]` `[INFO]` `[CRITICAL]`.
- **No hardcoded credentials.** SOPS vault: `bash "$CLAUDETOOLS_ROOT/.claude/scripts/vault.sh" get-field <path> <field>` (1Password fallback). Never commit plaintext secrets (the pre-commit `harness-guard.sh` warns).
- **SSH:** system OpenSSH (`C:\Windows\System32\OpenSSH\ssh.exe`), never Git-for-Windows SSH.
- **Data integrity:** never placeholder/fake data — check vault, wiki, or ask.
- **Hard-to-reverse or outward-facing actions:** confirm first (per-action, per-session).
- **Windows:** ensure `bash` resolves to Git-for-Windows MSYS bash, not the WSL stub; write
  `.claude/current-mode` with a relative/forward-slash path only (never a backslash Windows
  path). Detail + fixes: EXTENDED.

## Coordination (live source of truth)
The coord API (`http://172.16.3.30:8001/api/coord`, no auth) holds live locks, messages,
todos, component state. **If a `system-reminder` contains "UNREAD COORD MESSAGES", you MUST
reproduce the full message block verbatim at the top of your response before anything else**
— the user cannot see system-reminders. Session-start checks, locks, inter-session
messaging, todos, softfail queue: EXTENDED (and the `coord` skill).

## Context loading (don't ask for what's recorded)
Before responding, load context when a trigger fires — a client/project/system/server is
named, or the user says continue/resume/back-to/finish: read **`wiki/`** FIRST (synthesized
knowledge; index `wiki/index.md`), then the relevant `CONTEXT.md` / session logs, then the
coord API. Never ask for infra or recent-work facts that live in the wiki or `CONTEXT.md`.
Full trigger table + recovery: EXTENDED; the `/context` command.

## Work modes
Auto-detect mode (remediation / client / infra / dev / general) from each message. On
change: announce `[MODE -> x]`, tell the user to run `/color <c>`, and write the mode to
`.claude/current-mode`. Mode postures + triggers: EXTENDED.

## Memory & knowledge layers
Shared memory in `.claude/memory/` (index `MEMORY.md`, loaded each session) — write here
(repo-relative), NEVER `~/.claude/projects/*/memory/`. Wiki = synthesized truth (on-demand);
session-logs = archive; memory = small ephemeral facts + harness quirks. Save user
facts/feedback/project/reference per the memory format; one fact per file + an index line.

## RMM Thoughts
GuruRMM ideas from Mike/Howard go to `projects/msp-tools/guru-rmm/docs/RMM_THOUGHTS.md`
(Status: Raw) → discuss → `/shape-spec` → roadmap → build. Don't build until an explicit go.
`/feature-request` captures Howard's requests there.

---
Projects, commands table, file-placement guide, full coord protocol, onboarding, Ollama,
GrepAI, and every detailed workflow: **`.claude/CLAUDE_EXTENDED.md`**.