@clawhub-yang1002378395-cmyk-035b3c7544
提供全面代码审查,涵盖功能、可读性、性能、安全性和可维护性,生成详细改进报告提升代码质量。
# Skill: 代码审查服务助手 ## 触发词 - Code Review - 代码审查 - 代码评审 - 代码质量 ## 使用场景 用户想提供代码审查服务,帮助其他开发者提升代码质量。 ## 核心框架 ### 代码审查维度 1. **功能性** - 代码是否正确实现需求 2. **可读性** - 代码是否易于理解 3. **性能** - 代码是否高效 4. **安全性** - 代码是否有漏洞 5. **可维护性** - 代码是否易于维护 ## 执行步骤 ### 1. 审查准备 **获取信息** - 项目背景 - 技术栈 - 业务需求 - 重点审查方向 **工具准备** - SonarQube(静态分析) - ESLint/Prettier(代码风格) - GitLab/GitHub MR Review ### 2. 审查维度 **结构审查** ``` ✅ 目录结构是否清晰 ✅ 模块划分是否合理 ✅ 命名是否规范 ✅ 是否有重复代码 ``` **代码审查** ``` ✅ 函数是否过长(< 50 行) ✅ 参数是否过多(< 5 个) ✅ 是否有嵌套地狱(< 3 层) ✅ 是否有魔法数字 ✅ 错误处理是否完善 ✅ 日志是否合理 ``` **性能审查** ``` ✅ 是否有 N+1 查询 ✅ 是否有不必要的循环 ✅ 是否有内存泄漏风险 ✅ 是否有阻塞操作 ``` **安全审查** ``` ✅ SQL 注入风险 ✅ XSS 攻击风险 ✅ CSRF 防护 ✅ 敏感数据加密 ✅ 权限校验 ``` ### 3. 审查报告模板 ```markdown # 代码审查报告 **项目**:[项目名称] **审查范围**:[文件/模块] **审查日期**:[日期] **审查人**:[姓名] ## 总体评价 - 代码质量:⭐⭐⭐⭐☆(4/5) - 主要问题:[数量] 个 - 建议改进:[数量] 条 ## 发现的问题 ### 🔴 严重问题(必须修复) #### 1. [问题标题] - **位置**:[文件:行号] - **问题描述**:[描述] - **影响**:[影响] - **建议修复**:[修复方案] ### 🟡 一般问题(建议修复) #### 1. [问题标题] - **位置**:[文件:行号] - **问题描述**:[描述] - **建议修复**:[修复方案] ### 🟢 优化建议(可选改进) #### 1. [建议标题] - **位置**:[文件:行号] - **当前实现**:[当前代码] - **建议改进**:[改进代码] ## 亮点 - [亮点 1] - [亮点 2] ## 总结 [总结评价] ``` ### 4. 沟通技巧 **提出问题** - ❌ "这代码写得不好"(攻击性) - ✅ "这里可能会有性能问题,建议优化为..."(建设性) **解释原因** - ❌ "改成这样"(命令式) - ✅ "这样修改可以提升 50% 性能,因为..."(解释原因) **尊重作者** - ❌ "你犯了个错误" - ✅ "我发现了一个潜在问题" ### 5. 定价参考 | 服务类型 | 价格 | 交付物 | |---------|------|--------| | 单文件审查 | ¥49/文件 | 审查报告 | | 模块审查 | ¥199/模块 | 审查报告 + 改进建议 | | 项目审查 | ¥999-2999/项目 | 完整审查报告 + 架构建议 | | 持续审查 | ¥1999/月 | 月度审查 + 培训 | ### 6. 变现渠道 **平台接单** - Fiverr(海外) - 猪八戒(国内) - 码市(国内) **内容引流** - 掘金/知乎文章 - GitHub 开源 - 技术社群 **企业服务** - 代码审查外包 - 技术培训 - 质量体系建设 ## 输出格式 ``` 🔍 代码审查服务方案 审查范围:[范围] 预计时间:[X] 小时 定价:¥[Y] 审查维度: - [x] 功能性 - [x] 可读性 - [x] 性能 - [x] 安全性 - [x] 可维护性 交付物: - 审查报告 - 问题清单 - 改进建议 ``` ## 定价建议 - 免费基础审查(单文件) - 深度审查:¥199-999 - 企业级服务:¥1999-9999
Quick start templates for OpenClaw agents. Boilerplate code for research bots, content generators, task automation, and more. Jumpstart your development with...
---
name: agent-quick-start
description: Quick start templates for OpenClaw agents. Boilerplate code for research bots, content generators, task automation, and more. Jumpstart your development with ready-to-use templates. Use when starting new OpenClaw projects.
---
# Agent Quick Start
Ready-to-use templates for common OpenClaw agent patterns. Start your project faster.
## Installation
```bash
npx clawhub@latest install agent-quick-start
```
## Usage
```bash
# List available templates
node ~/.openclaw/skills/agent-quick-start/start.js list
# Create a project from a template
node ~/.openclaw/skills/agent-quick-start/start.js create <template_name> <project_path>
# Example: Create a research bot
node ~/.openclaw/skills/agent-quick-start/start.js create research-bot my-research-agent
```
## Available Templates
### 1. Research Bot
- 🤖 Research agent with web search
- 📊 Summarize findings
- 📝 Generate reports
- Use for: Research, data gathering, analysis
### 2. Content Generator
- ✍️ Generate blog posts
- 📱 Social media content
- 📧 Email drafts
- Use for: Content creation, marketing, copywriting
### 3. Task Automator
- ⚡ Automate repetitive tasks
- 🔄 Workflows and pipelines
- 🎯 Scheduled jobs
- Use for: Automation, scripts, workflows
### 4. Customer Support Bot
- 💬 Answer common questions
- 📚 Knowledge base integration
- 🎫 Ticket management
- Use for: Customer service, FAQs, support
### 5. Data Processor
- 📊 Process data files
- 📈 Analysis and reports
- 💾 ETL operations
- Use for: Data processing, analytics, ETL
## Features
- ✅ Ready-to-use templates
- ✅ Copy to any directory
- ✅ Clear documentation
- ✅ Best practices included
- ✅ Easy to customize
## Example Workflow
```bash
# 1. List templates
node ~/.openclaw/skills/agent-quick-start/start.js list
# 2. Choose a template
node ~/.openclaw/skills/agent-quick-start/start.js create research-bot ./my-bot
# 3. Customize the project
cd ./my-bot
# Edit files, add your logic
# 4. Run your agent
openclaw run
```
## Need Help?
If you need help with OpenClaw:
- 📧 **Installation Service**: ¥99-299
- 🔗 **Landing Page**: https://yang1002378395-cmyk.github.io/openclaw-install-service/
## License
MIT
FILE:start.js
#!/usr/bin/env node
/**
* OpenClaw Quick Start Templates
* Ready-to-use agent templates
*/
const fs = require('fs');
const path = require('path');
// Template definitions
const templates = {
'research-bot': {
name: 'Research Bot',
description: 'Research agent with web search and summarization',
files: {
'AGENT.md': `# Research Bot Agent
Research agent that searches the web and summarizes findings.
## Capabilities
- Web search using free search service
- Summarize findings
- Generate reports
- Save research to memory
## Usage
\`\`\`bash
# Start research
openclaw run
# Or use via message
"Research: [your topic]"
\`\`\`
## Example
\`\`\`
Research: Latest trends in AI automation
\`\`\`
`,
'custom/research.js': `#!/usr/bin/env node
/**
* Research Function
* Search and summarize web content
*/
const { execSync } = require('child_process');
function searchWeb(query) {
try {
const output = execSync(\`node ~/.openclaw/workspace/custom/free_search.js '\query'\`, {
encoding: 'utf8',
timeout: 30000
});
return output;
} catch (error) {
console.error('Search failed:', error.message);
return null;
}
}
function summarizeResults(results) {
// Extract top results
const lines = results.split('\\n');
let summary = '';
let count = 0;
for (const line of lines) {
if (line.startsWith('-') && line.includes('http')) {
summary += line + '\\n';
count++;
if (count >= 5) break;
}
}
return summary;
}
function research(topic) {
console.log(\`🔍 Researching: \topic\\n\`);
const results = searchWeb(topic);
if (!results) {
console.log('❌ Failed to search the web');
return;
}
const summary = summarizeResults(results);
console.log('📊 Top Results:');
console.log(summary);
// Save to memory
const { execSync } = require('child_process');
try {
execSync(\`node ~/.openclaw/skills/openclaw-memorize/memorize.js save "research-\Date.now()" "\topic"\`, {
encoding: 'utf8'
});
console.log('✅ Research saved to memory');
} catch (error) {
// Ignore if memorize skill not installed
}
}
// CLI interface
if (require.main === module) {
const args = process.argv.slice(2);
const topic = args.join(' ');
if (!topic) {
console.log('Usage: node research.js <topic>');
console.log('Example: node research.js "AI automation trends"');
process.exit(1);
}
research(topic);
}
module.exports = { research };
`
}
},
'content-generator': {
name: 'Content Generator',
description: 'Generate blog posts, social media content, and emails',
files: {
'AGENT.md': `# Content Generator Agent
Generate various types of content using AI.
## Capabilities
- Blog posts
- Social media content
- Email drafts
- Marketing copy
## Usage
\`\`\`bash
openclaw run
\`\`\`
## Example
\`\`\`
Generate a blog post about "Benefits of AI automation"
\`\`\`
`,
'custom/generate.js': `#!/usr/bin/env node
/**
* Content Generator
* Generate various types of content
*/
const contentTypes = {
'blog': {
template: (topic) => \`# \topic
## Introduction
[AI will generate introduction]
## Key Points
[AI will generate key points]
## Conclusion
[AI will generate conclusion]
\`
},
'social': {
template: (topic) => \`🚀 \topic
[AI will generate social media post]
#AI #Automation #OpenClaw
\`
},
'email': {
template: (topic) => \`Subject: \topic
Hi [Name],
[AI will generate email body]
Best regards,
[Your Name]
\`
}
};
function generateContent(type, topic) {
const generator = contentTypes[type];
if (!generator) {
console.log(\`❌ Unknown content type: \type\`);
console.log('Available types:', Object.keys(contentTypes).join(', '));
return;
}
console.log(\`✍️ Generating \type content for: \topic\\n\`);
console.log('─'.repeat(80));
console.log(generator.template(topic));
console.log('─'.repeat(80));
console.log('\\n💡 Tip: Use this as a starting point and customize as needed');
}
// CLI interface
if (require.main === module) {
const args = process.argv.slice(2);
const type = args[0];
const topic = args.slice(1).join(' ');
if (!type || !topic) {
console.log('Usage: node generate.js <type> <topic>');
console.log('Types: blog, social, email');
console.log('Example: node generate.js blog "AI automation benefits"');
process.exit(1);
}
generateContent(type, topic);
}
module.exports = { generateContent };
`
}
},
'task-automator': {
name: 'Task Automator',
description: 'Automate repetitive tasks and workflows',
files: {
'AGENT.md': `# Task Automator Agent
Automate repetitive tasks and workflows.
## Capabilities
- Scheduled tasks
- File processing
- API integration
- Workflows
## Usage
\`\`\`bash
openclaw run
\`\`\`
## Example
\`\`\`
Run task: backup-files
\`\`\`
`,
'custom/automate.js': `#!/usr/bin/env node
/**
* Task Automator
* Run automated tasks
*/
const fs = require('fs');
const path = require('path');
const tasks = {
'backup-files': {
description: 'Backup important files',
run: async () => {
console.log('📦 Starting file backup...');
const source = process.env.HOME;
const backupDir = path.join(source, 'backups');
if (!fs.existsSync(backupDir)) {
fs.mkdirSync(backupDir, { recursive: true });
}
console.log('✅ Backup completed');
return true;
}
},
'cleanup-temp': {
description: 'Clean up temporary files',
run: async () => {
console.log('🧹 Cleaning up temporary files...');
// Add cleanup logic here
console.log('✅ Cleanup completed');
return true;
}
}
};
async function runTask(taskName) {
const task = tasks[taskName];
if (!task) {
console.log(\`❌ Unknown task: \taskName\`);
console.log('Available tasks:', Object.keys(tasks).join(', '));
return;
}
console.log(\`⚡ Running task: \task.description\\n\`);
const success = await task.run();
if (success) {
console.log(\`✅ Task completed successfully\`);
} else {
console.log(\`❌ Task failed\`);
}
}
// CLI interface
if (require.main === module) {
const args = process.argv.slice(2);
const taskName = args[0];
if (!taskName) {
console.log('Usage: node automate.js <task_name>');
console.log('Available tasks:', Object.keys(tasks).join(', '));
process.exit(1);
}
runTask(taskName);
}
module.exports = { runTask };
`
}
}
};
// List templates
function listTemplates() {
console.log('\\n📋 Available Templates');
console.log('─'.repeat(80));
for (const [key, template] of Object.entries(templates)) {
console.log(\`\key.padEnd(20) - \template.description\`);
}
console.log('─'.repeat(80));
console.log('\\nUsage:');
console.log(' node start.js create <template_name> <project_path>');
console.log('\\nExample:');
console.log(' node start.js create research-bot ./my-bot');
console.log();
}
// Create project from template
function createProject(templateName, projectPath) {
const template = templates[templateName];
if (!template) {
console.log(\`❌ Template not found: \templateName\`);
console.log('Run "node start.js list" to see available templates');
process.exit(1);
}
console.log(\`🚀 Creating project from "\template.name" template...\`);
// Create project directory
if (!fs.existsSync(projectPath)) {
fs.mkdirSync(projectPath, { recursive: true });
}
// Copy template files
for (const [filePath, content] of Object.entries(template.files)) {
const targetPath = path.join(projectPath, filePath);
const dir = path.dirname(targetPath);
if (!fs.existsSync(dir)) {
fs.mkdirSync(dir, { recursive: true });
}
fs.writeFileSync(targetPath, content);
console.log(\` ✅ Created: \filePath\`);
}
console.log('\\n✅ Project created successfully!');
console.log(\`\nNext steps:\`);
console.log(\` cd \projectPath\`);
console.log(\` # Customize your agent\`);
console.log(\` openclaw run\`);
console.log();
}
// Show help
function showHelp() {
console.log(\`
🚀 OpenClaw Quick Start
Usage:
node start.js list
node start.js create <template_name> <project_path>
Examples:
node start.js list
node start.js create research-bot ./my-bot
\`);
}
// Main function
function main() {
const args = process.argv.slice(2);
const command = args[0];
switch (command) {
case 'list':
case 'ls':
listTemplates();
break;
case 'create': {
const templateName = args[1];
const projectPath = args[2];
if (!templateName || !projectPath) {
console.log('❌ Please provide template name and project path');
showHelp();
process.exit(1);
}
createProject(templateName, projectPath);
break;
}
default:
showHelp();
break;
}
}
main();
OpenClaw 自动化工作流 - 教你创建自动执行的任务。适合:效率提升、定时任务。
---
name: openclaw-automation-guide
version: 1.0.0
description: OpenClaw 自动化工作流 - 教你创建自动执行的任务。适合:效率提升、定时任务。
metadata:
openclaw:
emoji: "⚡"
requires:
bins: []
---
# OpenClaw 自动化工作流指南
让 AI 帮你自动执行任务。
## 定时任务
### 1. 每日简报
```yaml
# ~/.openclaw/config.yaml
cron:
daily_briefing:
enabled: true
schedule: "0 8 * * *" # 每天 8:00
task: "generate_briefing"
```
### 2. 价格监控
```yaml
cron:
price_monitor:
enabled: true
schedule: "*/10 * * * *" # 每 10 分钟
task: "check_prices"
notify:
channel: telegram
threshold: 5% # 波动超过 5% 通知
```
### 3. 内容发布
```yaml
cron:
content_publish:
enabled: true
schedule: "0 9 * * *" # 每天 9:00
task: "publish_content"
platforms:
- juejin
- zhihu
```
## 事件触发
### 1. 消息触发
```yaml
triggers:
message:
- keyword: "订单"
action: "check_order"
- keyword: "快递"
action: "check_delivery"
```
### 2. Webhook 触发
```yaml
triggers:
webhook:
- path: /webhook/payment
action: "process_payment"
- path: /webhook/error
action: "handle_error"
```
### 3. 文件触发
```yaml
triggers:
file:
- path: ~/Documents/inbox
action: "process_file"
pattern: "*.pdf"
```
## 自动化示例
### 1. 自动回复
```yaml
automation:
auto_reply:
enabled: true
rules:
- match: "你好"
reply: "你好!有什么可以帮你的?"
- match: "价格"
reply: "当前价格:XXX"
```
### 2. 自动分类
```yaml
automation:
classify:
enabled: true
rules:
- keyword: ["bug", "错误"]
tag: "问题反馈"
- keyword: ["建议", "希望"]
tag: "功能建议"
```
### 3. 自动转发
```yaml
automation:
forward:
enabled: true
rules:
- source: telegram
target: discord
- source: wechat
target: slack
```
## Skills 自动化
### 创建自动化 Skill
```yaml
# ~/.openclaw/skills/auto_report.yaml
name: auto_report
trigger:
schedule: "0 18 * * 5" # 每周五 18:00
action:
- generate_weekly_report
- send_email
```
### 启用自动化
```bash
openclaw skill enable auto_report
```
## 监控
### 查看自动化日志
```bash
openclaw logs --filter automation
```
### 查看执行历史
```bash
openclaw automation history
```
## 常见问题
### Q: 定时任务不执行?
检查:
1. 时区设置
2. cron 表达式是否正确
3. OpenClaw 是否在运行
### Q: 如何调试自动化?
```bash
openclaw automation test <task_name>
```
### Q: 如何暂停自动化?
```bash
openclaw automation disable <task_name>
```
## 需要帮助?
- 自动化配置:¥99
- 工作流设计:¥299
- 企业定制:¥999
联系:微信 yang1002378395 或 Telegram @yangster151
---
创建:2026-03-14
OpenClaw API 参考 - 完整的 API 文档和示例。适合:开发者、集成场景。
---
name: openclaw-api-reference
version: 1.0.0
description: OpenClaw API 参考 - 完整的 API 文档和示例。适合:开发者、集成场景。
metadata:
openclaw:
emoji: "📚"
requires:
bins: []
---
# OpenClaw API 参考
完整的 API 文档和示例。
## 基础 URL
```
http://localhost:3000/api/v1
```
## 认证
### API Key
```bash
curl -H "Authorization: Bearer YOUR_API_KEY" \
http://localhost:3000/api/v1/chat
```
### JWT
```bash
curl -H "Authorization: Bearer YOUR_JWT_TOKEN" \
http://localhost:3000/api/v1/chat
```
## 聊天 API
### 发送消息
```bash
POST /api/v1/chat
{
"message": "你好",
"session_id": "optional-session-id",
"model": "deepseek-chat"
}
```
**响应**:
```json
{
"response": "你好!有什么可以帮你的?",
"session_id": "abc123",
"tokens": {
"input": 5,
"output": 10
}
}
```
### 流式响应
```bash
POST /api/v1/chat/stream
{
"message": "写一首诗"
}
```
**响应**(SSE):
```
data: {"text": "春"}
data: {"text": "眠"}
data: {"text": "不"}
data: {"text": "觉"}
data: {"text": "晓"}
data: [DONE]
```
## 会话 API
### 创建会话
```bash
POST /api/v1/sessions
{
"name": "我的会话",
"model": "deepseek-chat"
}
```
### 获取会话
```bash
GET /api/v1/sessions/:id
```
### 列出会话
```bash
GET /api/v1/sessions
```
### 删除会话
```bash
DELETE /api/v1/sessions/:id
```
## 消息 API
### 获取消息历史
```bash
GET /api/v1/sessions/:id/messages
# 参数
?limit=50
&offset=0
&order=desc
```
### 删除消息
```bash
DELETE /api/v1/messages/:id
```
## Skills API
### 列出 Skills
```bash
GET /api/v1/skills
```
### 执行 Skill
```bash
POST /api/v1/skills/:name/run
{
"params": {
"key": "value"
}
}
```
### 创建 Skill
```bash
POST /api/v1/skills
{
"name": "my-skill",
"description": "描述",
"script": "echo 'hello'"
}
```
## 配置 API
### 获取配置
```bash
GET /api/v1/config
```
### 更新配置
```bash
PATCH /api/v1/config
{
"model": "gpt-4o",
"temperature": 0.7
}
```
## 用户 API
### 创建用户
```bash
POST /api/v1/users
{
"email": "[email protected]",
"password": "secure-password"
}
```
### 获取用户
```bash
GET /api/v1/users/:id
```
### 更新用户
```bash
PATCH /api/v1/users/:id
{
"name": "新名字"
}
```
## Webhook API
### 创建 Webhook
```bash
POST /api/v1/webhooks
{
"url": "https://your-server.com/webhook",
"events": ["message.created", "session.created"]
}
```
### 测试 Webhook
```bash
POST /api/v1/webhooks/:id/test
```
## 错误处理
### 错误格式
```json
{
"error": {
"code": "INVALID_API_KEY",
"message": "API key is invalid",
"details": {}
}
}
```
### 常见错误码
| 错误码 | 说明 |
|--------|------|
| INVALID_API_KEY | API Key 无效 |
| RATE_LIMIT | 请求频率超限 |
| MODEL_NOT_FOUND | 模型不存在 |
| SESSION_NOT_FOUND | 会话不存在 |
| INTERNAL_ERROR | 服务器错误 |
## SDK
### JavaScript/TypeScript
```bash
npm install openclaw-sdk
```
```javascript
import { OpenClaw } from 'openclaw-sdk';
const client = new OpenClaw({
apiKey: 'your-api-key'
});
const response = await client.chat({
message: '你好'
});
```
### Python
```bash
pip install openclaw
```
```python
from openclaw import OpenClaw
client = OpenClaw(api_key='your-api-key')
response = client.chat(message='你好')
```
## 需要帮助?
- API 集成:¥99
- SDK 开发:¥299
- 企业支持:¥999
联系:微信 yang1002378395 或 Telegram @yangster151
---
创建:2026-03-14
飞书 + OpenClaw 无缝集成 - 5 分钟搭建企业 AI 助手。支持群聊机器人、智能客服、自动化工作流。
---
name: feishu-openclaw-integration
version: 1.0.0
slug: feishu-openclaw-integration
tags: ["latest", "chinese", "enterprise"]
description: 飞书 + OpenClaw 无缝集成 - 5 分钟搭建企业 AI 助手。支持群聊机器人、智能客服、自动化工作流。
metadata:
openclaw:
emoji: "🚀"
requires:
bins: ["node", "npm"]
env: ["FEISHU_APP_ID", "FEISHU_APP_SECRET"]
---
# 飞书 + OpenClaw 集成 Skill
5 分钟搭建企业 AI 助手 - 零代码,即插即用。
## 核心价值
- ✅ **零代码** - 配置即用,无需编程
- ✅ **企业级** - 飞书官方 API,稳定可靠
- ✅ **智能回复** - 接入 OpenClaw 大模型
- ✅ **自动化** - 定时推送、事件触发
- ✅ **私有化** - 数据不离开企业
## 快速开始
### 方式 1:OpenClaw 内置(推荐,5 分钟)
1. **配置飞书频道**(OpenClaw 已内置支持)
```bash
# 编辑 ~/.openclaw/config/channels.json
{
"feishu": {
"enabled": true,
"appId": "YOUR_APP_ID",
"appSecret": "YOUR_APP_SECRET",
"encryptKey": "YOUR_ENCRYPT_KEY",
"verificationToken": "YOUR_VERIFICATION_TOKEN"
}
}
```
2. **创建飞书应用**(3 分钟)
- 访问 https://open.feishu.cn
- 创建「企业自建应用」
- 启用「机器人」权限
- 配置事件回调(OpenClaw 自动处理)
3. **测试**
```
# 在飞书群@机器人
@Jarvis 帮我写一份周报
```
### 方式 2:Node.js SDK(10 分钟)
```bash
# 安装依赖
npm install @larksuiteoapi/node-sdk axios
# 创建集成脚本
cat > feishu-bot.js << 'EOF'
const lark = require('@larksuiteoapi/node-sdk');
const axios = require('axios');
const client = new lark.Client({
appId: process.env.FEISHU_APP_ID,
appSecret: process.env.FEISHU_APP_SECRET,
});
const OPENCLAW_URL = process.env.OPENCLAW_URL || 'http://localhost:3000';
// 处理飞书消息
client.im.message.subscribe({
on: async (event) => {
const { message } = event;
const content = JSON.parse(message.content);
// 发送到 OpenClaw
const response = await axios.post(`OPENCLAW_URL/api/chat`, {
message: content.text,
userId: message.sender_id,
channel: 'feishu',
});
// 回复消息
await client.im.message.create({
receive_id_type: 'chat_id',
params: { receive_id: message.chat_id },
data: {
msg_type: 'text',
content: JSON.stringify({ text: response.data.reply })
}
});
}
});
EOF
# 运行
FEISHU_APP_ID=xxx FEISHU_APP_SECRET=xxx node feishu-bot.js
```
## 实用场景
### 1. 群聊 AI 助手
```yaml
# config/group-assistant.yaml
prompts:
tech_group:
system: "你是技术群的 AI 助手,专业、简洁、直接。"
temperature: 0.3
product_group:
system: "你是产品群的 AI 助手,关注用户体验、需求分析。"
temperature: 0.7
```
### 2. 智能客服
```python
# 自动回复规则
AUTO_REPLY = {
'价格': '基础版 ¥99,高级版 ¥299',
'售后': '请联系售后微信:xxx',
'发票': '提供增值税普通发票,开票请联系财务',
}
def handle_keyword(text):
for keyword, reply in AUTO_REPLY.items():
if keyword in text:
return reply
return None # 转到 OpenClaw 处理
```
### 3. 定时通知
```javascript
// 每天早上 9 点发送日报提醒
const schedule = require('node-schedule');
schedule.scheduleJob('0 9 * * *', async () => {
await client.im.message.create({
receive_id_type: 'chat_id',
params: { receive_id: 'WORK_GROUP_ID' },
data: {
msg_type: 'interactive',
content: JSON.stringify({
config: {
wide_screen_mode: true
},
elements: [{
tag: 'div',
text: {
tag: 'lark_md',
content: '📊 **日报提醒**\n\n请大家在今天 18:00 前提交日报'
}
}]
})
}
});
});
```
### 4. 数据分析
```javascript
// 分析群聊数据,生成报告
async function generateReport(chatId) {
const messages = await client.im.message.list({
params: {
container_id_type: 'chat_id',
container_id: chatId,
page_size: 100
}
});
// 发送给 OpenClaw 分析
const analysis = await axios.post(`OPENCLAW_URL/api/analyze`, {
data: messages,
task: '总结今天的讨论要点'
});
return analysis.data;
}
```
## 高级功能
### 消息卡片(富文本)
```javascript
// 发送精美卡片
await client.im.message.create({
receive_id_type: 'chat_id',
params: { receive_id: chatId },
data: {
msg_type: 'interactive',
content: JSON.stringify({
config: { wide_screen_mode: true },
header: {
title: {
tag: 'plain_text',
content: '🚀 AI 分析报告'
}
},
elements: [{
tag: 'div',
text: {
tag: 'lark_md',
content: '**关键结论**\n- 用户增长 20%\n- 留存率 85%'
}
}]
})
}
});
```
### 文件处理
```javascript
// 处理上传的文件
if (message.msg_type === 'file') {
const fileKey = JSON.parse(message.content).file_key;
// 下载文件
const file = await client.im.file.download({
params: { type: 'file', file_key: fileKey }
});
// 发送给 OpenClaw 分析
const result = await axios.post(`OPENCLAW_URL/api/analyze-file`, {
file: file.data,
task: '总结这份文档的关键信息'
});
}
```
### 多 Agent 协作
```javascript
// 不同群用不同 Agent
const AGENTS = {
'TECH_GROUP_ID': 'jarvis', // 技术群
'PRODUCT_GROUP_ID': 'assistant', // 产品群
'SALES_GROUP_ID': 'sales-bot', // 销售群
};
async function routeMessage(chatId, text) {
const agent = AGENTS[chatId] || 'default';
return await axios.post(`OPENCLAW_URL/api/chat`, {
message: text,
agent: agent
});
}
```
## 配置文件模板
### ~/.openclaw/feishu-config.yaml
```yaml
# 飞书应用配置
app:
id: "cli_xxxxxxxxx"
secret: "xxxxxxxxxxxxxxxx"
encrypt_key: "xxxxxxxxxxxxxxxx"
verification_token: "xxxxxxxxxxxxxxxx"
# 机器人配置
bot:
name: "Jarvis"
avatar: "https://example.com/avatar.png"
welcome_message: "你好!我是 AI 助手 Jarvis,有什么可以帮你的?"
# 自动回复
auto_reply:
enabled: true
rules:
- keywords: ["价格", "多少钱"]
reply: "基础版 ¥99,高级版 ¥299,企业定制请联系客服"
- keywords: ["发票", "开票"]
reply: "提供增值税普通发票,请联系财务"
- keywords: ["售后", "客服"]
reply: "售后微信:xxx"
# AI 配置
ai:
model: "gpt-4"
temperature: 0.7
max_tokens: 2000
system_prompt: "你是企业 AI 助手,专业、高效、简洁。"
# 群配置
groups:
- chat_id: "oc_xxxxxxxxx"
name: "技术群"
agent: "jarvis-tech"
enabled_commands: ["/code", "/review", "/help"]
- chat_id: "oc_xxxxxxxxx"
name: "产品群"
agent: "jarvis-product"
enabled_commands: ["/pr", "/analyze", "/summary"]
# 定时任务
schedule:
- cron: "0 9 * * *"
message: "📊 日报提醒:请在 18:00 前提交日报"
target_groups: ["ALL"]
- cron: "0 18 * * *"
command: "/summary"
target_groups: ["技术群", "产品群"]
```
## 常见问题
### Q: 如何获取飞书应用凭证?
1. 登录 https://open.feishu.cn
2. 点击「创建应用」
3. 选择「企业自建应用」
4. 在应用详情页获取 App ID 和 App Secret
### Q: 如何配置权限?
在飞书开放平台,应用需要开通以下权限:
- `im:message`(发送消息)
- `im:message:group_at_msg`(群@消息)
- `contact:user.base:readonly`(读取用户信息)
### Q: 支持哪些消息类型?
- 文本消息
- 图片消息
- 文件消息
- 富文本消息(卡片)
- 互动消息(按钮)
### Q: 如何处理高并发?
```javascript
// 使用消息队列
const queue = require('bull');
const messageQueue = new queue('feishu-messages');
// 生产者
client.im.message.subscribe({
on: (event) => {
messageQueue.add(event);
}
});
// 消费者(可横向扩展)
messageQueue.process(async (job) => {
await handleFeishuMessage(job.data);
});
```
## 部署建议
### 开发环境
```bash
# 本地运行
npm install
npm start
```
### 生产环境(推荐)
```bash
# 使用 Docker
FROM node:18-alpine
WORKDIR /app
COPY package*.json ./
RUN npm ci --only=production
COPY . .
CMD ["node", "server.js"]
```
### 云部署(免运维)
- **Vercel** - 自动扩缩容
- **Railway** - 数据库 + 应用一键部署
- **Render** - 免费套餐
## 技术支持
- 文档:https://docs.openclaw.ai
- 飞书开放平台:https://open.feishu.cn
- 社区:https://discord.gg/clawd
---
**版本**:1.0.0
**更新**:2026-03-17
**作者**:OpenClaw Community
**许可**:MIT
智能分析项目需求,生成合理报价与合同,自动管理项目进度与客户,助力自由职业者高效接单。
# AI 接单助手 帮你识别接单机会、生成报价、自动化接单流程。适合自由职业者、开发者、设计师。 ## 功能 - ✅ **机会识别** - 分析项目需求,评估可行性 - ✅ **智能报价** - 基于项目复杂度、市场价、你的时薪生成报价 - ✅ **合同生成** - 自动生成服务协议 - ✅ **进度跟踪** - 记录项目状态,提醒截止日期 - ✅ **客户管理** - CRM 功能,记录客户信息、沟通记录 ## 使用场景 1. **收到项目需求** → "帮我分析这个项目,给个报价建议" 2. **不知道怎么报价** → "这是一个微信小程序开发项目,预计 2 周,市场价多少?" 3. **需要签合同** → "生成一份软件开发服务协议" 4. **跟进多个项目** → "显示我当前所有项目状态" ## 安装 ```bash npx clawhub@latest install ai-freelance-helper ``` ## 快速开始 ### 1. 分析项目需求 ``` 用户:帮我分析这个需求: - 微信小程序 - 用户登录、商品展示、购物车、支付 - 后台管理系统 - 预计 3 周完成 AI:我来分析一下... ``` 输出: - 项目复杂度:⭐⭐⭐⭐(中高) - 技术栈建议:微信小程序 + 云开发 / Node.js + MongoDB - 预计工时:120-160 小时 - 市场价:¥15000-30000 - 风险点:支付接口对接、云开发学习曲线 ### 2. 生成报价 ``` 用户:生成报价单,我的时薪 ¥200 ``` 输出: ``` 项目报价单 ━━━━━━━━━━━━━━━━━━━━━━━ 项目名称:微信小程序电商系统 开发周期:3 周 开发人员:[你的名字] 费用明细: - 前端开发(小程序):60 小时 × ¥200 = ¥12000 - 后端开发(API + 管理后台):50 小时 × ¥200 = ¥10000 - 测试与调试:10 小时 × ¥200 = ¥2000 - 部署上线:¥1000 总计:¥25000 付款方式: - 预付款 30%:¥7500(合同签订后支付) - 中期款 40%:¥10000(核心功能完成后) - 尾款 30%:¥7500(验收通过后) 有效期:7 天 ``` ### 3. 生成合同 ``` 用户:生成软件开发服务协议 ``` 输出:完整的合同文本,包括: - 服务内容 - 费用与支付方式 - 交付标准 - 知识产权 - 保密条款 - 违约责任 - 争议解决 ### 4. 项目管理 ``` 用户:记录新项目 "某公司官网",预算 ¥8000,截止 2026-04-15 ``` ``` 用户:显示所有项目 ``` 输出: ``` 当前项目(3 个): ━━━━━━━━━━━━━━━━━━━━━━━ 1. 某公司官网 状态:进行中 预算:¥8000 截止:2026-04-15(还剩 18 天) 2. 微信小程序电商 状态:待开始 预算:¥25000 截止:2026-04-30 3. 数据分析脚本 状态:已完成 预算:¥3000 完成于:2026-03-20 ``` ## 配置 编辑 `~/.openclaw/workspace/config/freelance-config.yaml`: ```yaml # 你的基础信息 name: "你的名字" email: "[email protected]" hourly_rate: 200 # 时薪(元) # 市场价参考(可选) market_rates: frontend: 150-300 # 前端开发(元/小时) backend: 200-400 # 后端开发 mobile: 200-350 # 移动开发 design: 100-200 # UI 设计 # 报价策略 pricing_strategy: min_profit_margin: 0.3 # 最低利润率 30% risk_buffer: 0.2 # 风险缓冲 20% ``` ## 数据存储 所有数据存储在 `~/.openclaw/workspace/data/freelance/`: - `projects.json` - 项目列表 - `clients.json` - 客户信息 - `contracts/` - 生成的合同 ## 高级功能 ### 自动识别项目机会 ``` 用户:帮我看看这个网站有没有外包机会:https://www.v2ex.com/go/jobs ``` AI 会: 1. 抓取页面内容 2. 识别相关职位/项目 3. 评估匹配度 4. 生成申请建议 ### 竞品分析 ``` 用户:分析一下猪八戒网上的小程序开发报价 ``` 输出市场价区间、竞争情况、定价建议。 ### 客户跟进提醒 ``` 用户:设置提醒,3 天后跟进 "某公司" 项目 ``` 会在指定时间提醒你联系客户。 ## 定价建议 | 项目类型 | 简单 | 中等 | 复杂 | |----------|------|------|------| | 官网/落地页 | ¥2000-5000 | ¥5000-10000 | ¥10000-20000 | | 小程序 | ¥5000-10000 | ¥10000-25000 | ¥25000-50000 | | App | ¥20000-50000 | ¥50000-100000 | ¥100000+ | | 后台系统 | ¥5000-15000 | ¥15000-30000 | ¥30000-60000 | | 数据分析 | ¥3000-8000 | ¥8000-20000 | ¥20000-50000 | ## 常见问题 **Q:报价太高会不会吓跑客户?** A:报价要合理。建议: 1. 先了解客户预算 2. 提供多个方案(基础版/标准版/高级版) 3. 说明价格包含的服务 **Q:如何防止被白嫖?** A: 1. 预付款至少 30% 2. 分阶段交付,分阶段收款 3. 签订合同,明确需求范围 **Q:如何处理需求变更?** A: 1. 合同中明确需求变更流程 2. 变更需书面确认 3. 额外需求额外收费 ## 技巧 1. **不要低于市场价** - 会显得不专业,也赚不到钱 2. **留出缓冲时间** - 预估时间 × 1.5 = 实际时间 3. **明确需求边界** - "这个不包含在报价内,需要额外收费" 4. **保持沟通** - 定期汇报进度,建立信任 ## 更新日志 ### v1.0.0 (2026-03-28) - ✅ 项目分析 - ✅ 智能报价 - ✅ 合同生成 - ✅ 项目管理 - ✅ 客户管理 ## 反馈与支持 - GitHub Issues: https://github.com/your-repo/ai-freelance-helper - 微信:[你的微信号] ## License MIT --- **祝你接单顺利,收入翻倍!** 💰 FILE:index.js #!/usr/bin/env node /** * AI 接单助手 - 主入口 * * 功能: * - 项目分析 * - 智能报价 * - 项目管理 * - 客户管理 */ const fs = require('fs'); const path = require('path'); const CONFIG_FILE = path.join(process.env.HOME || process.env.USERPROFILE, '.openclaw', 'workspace', 'config', 'freelance-config.yaml'); const PROJECTS_FILE = path.join(process.env.HOME || process.env.USERPROFILE, '.openclaw', 'workspace', 'data', 'freelance-projects.json'); const CLIENTS_FILE = path.join(process.env.HOME || process.env.USERPROFILE, '.openclaw', 'workspace', 'data', 'freelance-clients.json'); // 默认配置 const DEFAULT_CONFIG = { name: '接单达人', email: '[email protected]', hourly_rate: 200, market_rates: { frontend: { min: 150, max: 300 }, backend: { min: 200, max: 400 }, mobile: { min: 200, max: 350 }, design: { min: 100, max: 200 }, fullstack: { min: 250, max: 500 } } }; // 加载配置 function loadConfig() { try { if (fs.existsSync(CONFIG_FILE)) { return JSON.parse(fs.readFileSync(CONFIG_FILE, 'utf8')); } } catch (e) { console.error('加载配置失败:', e.message); } return DEFAULT_CONFIG; } // 保存配置 function saveConfig(config) { const dir = path.dirname(CONFIG_FILE); if (!fs.existsSync(dir)) { fs.mkdirSync(dir, { recursive: true }); } fs.writeFileSync(CONFIG_FILE, JSON.stringify(config, null, 2)); } // 加载项目数据 function loadProjects() { try { if (fs.existsSync(PROJECTS_FILE)) { return JSON.parse(fs.readFileSync(PROJECTS_FILE, 'utf8')); } } catch (e) { console.error('加载项目数据失败:', e.message); } return []; } // 保存项目数据 function saveProjects(projects) { const dir = path.dirname(PROJECTS_FILE); if (!fs.existsSync(dir)) { fs.mkdirSync(dir, { recursive: true }); } fs.writeFileSync(PROJECTS_FILE, JSON.stringify(projects, null, 2)); } // 加载客户数据 function loadClients() { try { if (fs.existsSync(CLIENTS_FILE)) { return JSON.parse(fs.readFileSync(CLIENTS_FILE, 'utf8')); } } catch (e) { console.error('加载客户数据失败:', e.message); } return []; } // 保存客户数据 function saveClients(clients) { const dir = path.dirname(CLIENTS_FILE); if (!fs.existsSync(dir)) { fs.mkdirSync(dir, { recursive: true }); } fs.writeFileSync(CLIENTS_FILE, JSON.stringify(clients, null, 2)); } // 分析项目 function analyzeProject(requirements) { const config = loadConfig(); // 识别项目类型 const projectType = identifyProjectType(requirements); // 评估复杂度 (1-5) const complexity = assessComplexity(requirements); // 计算预估工时 const estimatedHours = estimateHours(requirements, complexity); // 生成报价 const quote = generateQuote(estimatedHours, config.hourly_rate, projectType, complexity); return { projectType, complexity, estimatedHours, quote, recommendations: generateRecommendations(requirements, complexity) }; } // 识别项目类型 function identifyProjectType(requirements) { const text = requirements.toLowerCase(); if (text.includes('小程序') || text.includes('app') || text.includes('ios') || text.includes('android')) { return 'mobile'; } else if (text.includes('网站') || text.includes('web') || text.includes('h5')) { return 'frontend'; } else if (text.includes('后台') || text.includes('api') || text.includes('服务端')) { return 'backend'; } else if (text.includes('设计') || text.includes('ui') || text.includes('ux')) { return 'design'; } else if (text.includes('全栈') || text.includes('fullstack')) { return 'fullstack'; } return 'frontend'; // 默认 } // 评估复杂度 (1-5) function assessComplexity(requirements) { const text = requirements.toLowerCase(); let score = 3; // 基础分数 // 增加复杂度的因素 if (text.includes('支付')) score += 1; if (text.includes('实时')) score += 1; if (text.includes('聊天')) score += 1; if (text.includes('推荐')) score += 1; if (text.includes('数据分析')) score += 1; if (text.includes('机器学习') || text.includes('ai')) score += 2; if (text.includes('区块链')) score += 2; if (text.includes('高并发')) score += 2; // 减少复杂度的因素 if (text.includes('简单')) score -= 1; if (text.includes('基础')) score -= 1; if (text.includes('静态')) score -= 1; return Math.max(1, Math.min(5, score)); } // 估算工时 function estimateHours(requirements, complexity) { const baseHours = { 1: 8, 2: 16, 3: 32, 4: 48, 5: 80 }; return baseHours[complexity] || 32; } // 生成报价 function generateQuote(hours, hourlyRate, projectType, complexity) { const config = loadConfig(); const marketRate = config.market_rates[projectType] || { min: 200, max: 400 }; // 基础价格 let basePrice = hours * hourlyRate; // 复杂度溢价 const complexityMultiplier = 1 + (complexity - 3) * 0.2; basePrice *= complexityMultiplier; // 市场价校准 const marketAdjustedPrice = Math.max(marketRate.min * hours, Math.min(marketRate.max * hours, basePrice)); // 税费 (6%) const tax = marketAdjustedPrice * 0.06; // 总价 const totalPrice = Math.round(marketAdjustedPrice + tax); return { basePrice: Math.round(basePrice), marketAdjustedPrice: Math.round(marketAdjustedPrice), tax: Math.round(tax), totalPrice, priceRange: { min: Math.round(marketRate.min * hours), max: Math.round(marketRate.max * hours) } }; } // 生成建议 function generateRecommendations(requirements, complexity) { const recommendations = []; if (complexity >= 4) { recommendations.push('建议分阶段交付,降低风险'); recommendations.push('考虑使用敏捷开发方法'); } if (complexity <= 2) { recommendations.push('可以一次性交付'); recommendations.push('适合快速迭代'); } if (requirements.includes('支付')) { recommendations.push('需要特别注意支付安全'); } if (requirements.includes('实时')) { recommendations.push('考虑使用 WebSocket 或类似技术'); } recommendations.push('建议预留 20% 的缓冲时间'); return recommendations; } // CLI 命令处理 const args = process.argv.slice(2); const command = args[0]; switch (command) { case 'analyze': const requirements = args.slice(1).join(' '); if (!requirements) { console.log('用法: ai-freelance-helper analyze "项目需求描述"'); process.exit(1); } const result = analyzeProject(requirements); console.log(JSON.stringify(result, null, 2)); break; case 'projects': const projects = loadProjects(); console.log(JSON.stringify(projects, null, 2)); break; case 'config': const config = loadConfig(); console.log(JSON.stringify(config, null, 2)); break; default: console.log(` AI 接单助手 用法: ai-freelance-helper analyze "项目需求" - 分析项目并生成报价 ai-freelance-helper projects - 显示所有项目 ai-freelance-helper config - 显示当前配置 `); } FILE:package.json { "name": "ai-freelance-helper", "version": "1.0.2", "description": "AI freelance assistant for pricing and project management", "main": "index.js", "author": "OpenClaw", "license": "MIT" } FILE:skill.json { "name": "ai-freelance-helper", "description": "AI 接单助手 - 机会识别、智能报价、项目管理", "version": "1.0.2", "author": "OpenClaw CN", "tags": ["freelance", "pricing", "ai", "project-management"], "entry": "index.js" }
AI 模型成本优化器 - 自动计算 API 费用,推荐最优模型,对比 DeepSeek/智谱/通义/GPT 成本。省钱必备工具。
---
name: ai-cost-optimizer-cn
description: AI 模型成本优化器 - 自动计算 API 费用,推荐最优模型,对比 DeepSeek/智谱/通义/GPT 成本。省钱必备工具。
version: 1.0.0
author: OpenClaw CN
tags:
- ai
- cost
- optimization
- deepseek
- pricing
- calculator
---
# AI 成本优化器
智能对比 AI 模型 API 成本,推荐最优模型,帮你省 90%+ API 费用。
## 功能
- 💰 **成本计算** - 实时计算不同模型的 API 费用
- 📊 **价格对比** - 一键对比 10+ 主流模型
- 🎯 **智能推荐** - 根据场景推荐最优模型
- 📈 **费用预估** - 预估使用 10 万 tokens 花多少钱
- 💡 **省钱建议** - 告诉你如何优化成本
## 安装
```bash
npx clawhub@latest install ai-cost-optimizer
```
## 使用方法
### 1. 对比模型价格
```bash
node ~/.openclaw/skills/ai-cost-optimizer/compare.js
```
输出示例:
```
📊 AI 模型价格对比
┌─────────────┬──────────┬──────────┬─────────────┐
│ 模型 │ 输入 │ 输出 │ 每10万tokens │
├─────────────┼──────────┼──────────┼─────────────┤
│ DeepSeek V3 │ ¥0.27/M │ ¥1.08/M │ ¥1.35 │
│ 智谱 GLM-4 │ ¥0.10/M │ ¥0.10/M │ ¥0.50 │
│ 通义千问 │ ¥0.30/M │ ¥0.60/M │ ¥1.80 │
│ GPT-4o │ ¥35/M │ ¥105/M │ ¥140 │
│ Claude 3.5 │ ¥17.50/M │ ¥52.50/M │ ¥70 │
└─────────────┴──────────┴──────────┴─────────────┘
💡 推荐选择:
日常使用 → DeepSeek V3(省 99% 费用)
中文内容 → 智谱 GLM-4(省 99.5% 费用)
复杂推理 → Claude 3.5(省 50% 费用)
```
### 2. 计算使用费用
```bash
# 计算特定模型的费用
node ~/.openclaw/skills/ai-cost-optimizer/calculate.js deepseek 500000
# 输出:使用 50 万 tokens 花费 ¥6.75
# 交互式计算
node ~/.openclaw/skills/ai-cost-optimizer/calculate.js
```
### 3. 智能推荐
```bash
node ~/.openclaw/skills/ai-cost-optimizer/recommend.js
```
会询问你的使用场景,然后推荐最优模型:
```
❓ 主要用途?
1. 日常对话/写作
2. 编程/代码生成
3. 中文内容创作
4. 复杂推理/分析
5. 多模态(图文)
❓ 每天大约调用次数?
1. < 100 次
2. 100-1000 次
3. 1000-10000 次
4. > 10000 次
💡 推荐:DeepSeek V3
- 性价比最高
- 预估每月费用:¥27(1000次/天)
- 同等使用 GPT-4o:¥2800(省 99%)
```
### 4. 生成成本报告
```bash
node ~/.openclaw/skills/ai-cost-optimizer/report.js --model deepseek --tokens 1000000
```
生成详细成本分析报告:
- 各模型费用对比
- 省钱潜力分析
- 使用建议
## 支持的模型
| 模型 | 输入价格 | 输出价格 | 推荐场景 |
|------|----------|----------|----------|
| DeepSeek V3 | ¥0.27/M | ¥1.08/M | 日常对话、编程、写作 |
| DeepSeek Coder | ¥0.27/M | ¥1.08/M | 代码生成、代码审查 |
| 智谱 GLM-4 | ¥0.10/M | ¥0.10/M | 中文内容创作 |
| 智谱 GLM-3-Turbo | ¥0.05/M | ¥0.05/M | 高频调用 |
| 通义千问 Plus | ¥0.30/M | ¥0.60/M | 多模态任务 |
| 通义千问 Turbo | ¥0.10/M | ¥0.10/M | 快速响应 |
| GPT-4o | ¥35/M | ¥105/M | 复杂推理(企业级) |
| GPT-4o-mini | ¥3.50/M | ¥10.50/M | 中等任务 |
| Claude 3.5 Sonnet | ¥17.50/M | ¥52.50/M | 长文本、代码 |
| Claude 3.5 Haiku | ¥0.18/M | ¥0.54/M | 快速对话 |
## 省钱案例
### 案例 1:个人开发者
- **使用场景**:每天 AI 写代码 + 写博客
- **原方案**:GPT-4o,每月 100 万 tokens → ¥1400
- **优化后**:DeepSeek V3,每月 100 万 tokens → ¥13.5
- **节省**:**¥1386.5/月(99%)**
### 案例 2:初创公司
- **使用场景**:客服 Bot,每月 5000 万 tokens
- **原方案**:GPT-4o-mini → ¥17500/月
- **优化后**:DeepSeek V3 → ¥675/月
- **节省**:**¥16825/月(96%)**
### 案例 3:中文内容团队
- **使用场景**:写文章、营销文案,每月 3000 万 tokens
- **原方案**:GPT-4o → ¥42000/月
- **优化后**:智谱 GLM-4 + DeepSeek 组合 → ¥450/月
- **节省**:**¥41550/月(99%)**
## 混合策略(最优解)
根据不同任务使用不同模型:
| 任务类型 | 推荐模型 | 原因 |
|----------|----------|------|
| 简单对话 | DeepSeek V3 | 便宜 |
| 代码生成 | DeepSeek Coder | 代码能力强 |
| 中文写作 | 智谱 GLM-4 | 中文能力强 |
| 复杂推理 | Claude 3.5 | 推理强 |
| 多模态 | 通义千问 Plus | 图文处理 |
**预期节省**:50-99%(根据任务分布)
## 价格数据来源
- DeepSeek: https://platform.deepseek.com
- 智谱 AI: https://open.bigmodel.cn
- 通义千问: https://dashscope.aliyun.com
- OpenAI: https://openai.com/pricing
- Anthropic: https://www.anthropic.com/pricing
**注意**:价格可能变动,以官方为准。
## 常见问题
### Q: DeepSeek 和 GPT-4 差多少?
A: 日常任务(写作、编程、问答)几乎没差。复杂推理(数学证明、多步逻辑)GPT-4 略好,但贵 100 倍。
### Q: 可以混用多个模型吗?
A: 可以!推荐策略:
- 80% 用 DeepSeek/智谱(便宜)
- 20% 用 GPT/Claude(复杂任务)
- 预期节省 70-80%
### Q: 如何切换模型?
A: 编辑 `~/.openclaw/config.json`:
```json
{
"model": {
"provider": "deepseek",
"model": "deepseek-chat"
}
}
```
### Q: 这些价格准确吗?
A: 官方价格,2026-03 更新。价格可能变动,请以官方为准。
## 配置 OpenClaw 使用不同模型
### 方式 1:配置文件
编辑 `~/.openclaw/config.json`:
```json
{
"model": {
"provider": "deepseek",
"model": "deepseek-chat"
}
}
```
### 方式 2:环境变量
```bash
export DEFAULT_MODEL_PROVIDER=deepseek
export DEFAULT_MODEL_ID=deepseek-chat
```
### 方式 3:使用 openclaw-cn-installer
```bash
npx clawhub@latest install openclaw-cn-installer
node ~/.openclaw/skills/openclaw-cn-installer/setup-ai.js deepseek
```
## 相关资源
- [OpenClaw 中文安装助手](https://clawhub.ai/skill/openclaw-cn-installer)
- [DeepSeek 官网](https://deepseek.com)
- [智谱 AI 官网](https://bigmodel.cn)
- [OpenClaw 文档](https://docs.openclaw.ai)
---
## 💬 Pro 版本(¥199)
### 免费版(当前)
- 模型价格对比
- 基础费用计算
- 场景推荐
### Pro 版(¥199)
- ✅ 批量分析(100+ 模型)
- ✅ 历史趋势图表
- ✅ 自动化成本报告
- ✅ API 集成(自动统计)
- ✅ 团队协作功能
- ✅ 1年更新支持
### 联系方式
- **QQ**: 1002378395(中国用户)
- **Telegram**: `待注册`(海外用户)
> 添加 QQ 1002378395,发送"AI成本优化"获取 Pro 版信息
---
## License
MIT(免费版)
Pro 版:付费后可用
FILE:calculate.js
#!/usr/bin/env node
/**
* AI Cost Optimizer - Calculate Cost
* 计算特定模型的 API 费用
*/
const MODELS = {
'deepseek': { name: 'DeepSeek V3', input: 0.27, output: 1.08 },
'deepseek-coder': { name: 'DeepSeek Coder', input: 0.27, output: 1.08 },
'glm-4': { name: '智谱 GLM-4', input: 0.10, output: 0.10 },
'glm-3-turbo': { name: '智谱 GLM-3-Turbo', input: 0.05, output: 0.05 },
'qwen-plus': { name: '通义千问 Plus', input: 0.30, output: 0.60 },
'qwen-turbo': { name: '通义千问 Turbo', input: 0.10, output: 0.10 },
'gpt-4o': { name: 'GPT-4o', input: 35, output: 105 },
'gpt-4o-mini': { name: 'GPT-4o-mini', input: 3.50, output: 10.50 },
'claude-3.5-sonnet': { name: 'Claude 3.5 Sonnet', input: 17.50, output: 52.50 },
'claude-3.5-haiku': { name: 'Claude 3.5 Haiku', input: 0.18, output: 0.54 },
};
const GREEN = '\x1b[32m';
const YELLOW = '\x1b[33m';
const RESET = '\x1b[0m';
function calculateCost(modelKey, inputTokens, outputTokens) {
const model = MODELS[modelKey.toLowerCase()];
if (!model) {
console.error(`❌ 未知模型: modelKey`);
console.log('支持的模型:', Object.keys(MODELS).join(', '));
return null;
}
const inputCost = (model.input / 1000000) * inputTokens;
const outputCost = (model.output / 1000000) * outputTokens;
const totalCost = inputCost + outputCost;
return {
model: model.name,
inputTokens,
outputTokens,
totalTokens: inputTokens + outputTokens,
inputCost,
outputCost,
totalCost,
};
}
function formatCost(cost) {
if (cost < 1) return `(cost * 100).toFixed(2) 分`;
return `¥cost.toFixed(2)`;
}
// 命令行参数
const args = process.argv.slice(2);
if (args.length >= 2) {
// node calculate.js <model> <tokens>
const modelKey = args[0];
const totalTokens = parseInt(args[1]);
// 假设输入输出各占一半
const inputTokens = Math.floor(totalTokens / 2);
const outputTokens = totalTokens - inputTokens;
const result = calculateCost(modelKey, inputTokens, outputTokens);
if (result) {
console.log(`\n💰 费用计算:result.model\n`);
console.log('─'.repeat(50));
console.log(` 输入 tokens: result.inputTokens.toLocaleString() → formatCost(result.inputCost)`);
console.log(` 输出 tokens: result.outputTokens.toLocaleString() → formatCost(result.outputCost)`);
console.log('─'.repeat(50));
console.log(` GREEN总计:result.totalTokens.toLocaleString() tokens = formatCost(result.totalCost)RESET\n`);
// 对比 GPT-4o
if (modelKey !== 'gpt-4o') {
const gpt4oCost = calculateCost('gpt-4o', inputTokens, outputTokens);
const savings = gpt4oCost.totalCost - result.totalCost;
const savingsPercent = ((savings / gpt4oCost.totalCost) * 100).toFixed(1);
console.log(` YELLOW💡 相比 GPT-4o:节省 ¥savings.toFixed(2) (savingsPercent%)RESET\n`);
}
}
} else {
// 交互式
console.log('\n💰 AI 费用计算器\n');
console.log('支持的模型:', Object.values(MODELS).map(m => m.name).join(', '));
console.log('使用方法:');
console.log(' node calculate.js <模型> <总tokens数量>\n');
console.log('示例:');
console.log(' node calculate.js deepseek 100000');
console.log(' node calculate.js gpt-4o 500000\n');
}
FILE:compare.js
#!/usr/bin/env node
/**
* AI Cost Optimizer - Compare Prices
* 对比不同 AI 模型的 API 价格
*/
const MODELS = [
// 2026-03-24 更新:智谱 GLM-5 系列新定价
{ name: 'GLM-4.7-Flash', input: 0, output: 0, tags: ['免费'], best: '完全免费!' },
{ name: 'GLM-4-FlashX', input: 0.1, output: 0.05, tags: ['超便宜'], best: '最低成本' },
{ name: 'GLM-4-Air', input: 0.5, output: 0.25, tags: ['均衡'], best: '性价比' },
{ name: 'GLM-5-Turbo', input: 12, output: 18, tags: ['最新'], best: '限时免费' },
// DeepSeek 系列
{ name: 'DeepSeek V3', input: 0.27, output: 1.08, tags: ['日常', '编程', '写作'], best: '性价比最高' },
{ name: 'DeepSeek Coder', input: 0.27, output: 1.08, tags: ['代码生成'], best: '代码能力强' },
// 智谱 GLM-4 系列
{ name: '智谱 GLM-4', input: 0.10, output: 0.10, tags: ['中文'], best: '中文能力强' },
{ name: '智谱 GLM-3-Turbo', input: 0.05, output: 0.05, tags: ['高频'], best: '超便宜' },
// 阿里通义
{ name: '通义千问 Plus', input: 0.30, output: 0.60, tags: ['多模态'], best: '图文处理' },
{ name: '通义千问 Turbo', input: 0.10, output: 0.10, tags: ['快速'], best: '快速响应' },
// OpenAI
{ name: 'GPT-4o', input: 35, output: 105, tags: ['复杂推理'], best: '企业级' },
{ name: 'GPT-4o-mini', input: 3.50, output: 10.50, tags: ['中等任务'], best: '均衡' },
// Anthropic
{ name: 'Claude 3.5 Sonnet', input: 17.50, output: 52.50, tags: ['长文本', '代码'], best: '推理强' },
{ name: 'Claude 3.5 Haiku', input: 0.18, output: 0.54, tags: ['快速'], best: '便宜又快' },
];
const GREEN = '\x1b[32m';
const YELLOW = '\x1b[33m';
const CYAN = '\x1b[36m';
const RESET = '\x1b[0m';
function calculateCost100k(model) {
// 假设输入输出各占一半,即 50k 输入 + 50k 输出
const inputCost = (model.input / 1000000) * 50000;
const outputCost = (model.output / 1000000) * 50000;
return inputCost + outputCost;
}
console.log('\n📊 AI 模型价格对比\n');
console.log('─'.repeat(70));
// 表头
console.log(`│ '模型'.padEnd(12) │ '输入'.padEnd(10) │ '输出'.padEnd(10) │ '10万tokens'.padEnd(12) │`);
console.log('─'.repeat(70));
// 排序:按价格从低到高
const sortedModels = [...MODELS].sort((a, b) => calculateCost100k(a) - calculateCost100k(b));
sortedModels.forEach((model, index) => {
const cost100k = calculateCost100k(model);
const costStr = `¥cost100k.toFixed(2)`;
const icon = index === 0 ? GREEN + '🏆' + RESET : ' ';
console.log(`icon │ model.name.padEnd(12) │ ¥model.input.toFixed(2)/M │ ¥model.output.toFixed(2)/M │ costStr.padEnd(12) │`);
});
console.log('─'.repeat(70));
// 推荐建议
console.log('\n💡 推荐选择:\n');
const recommendations = [
{
title: '日常使用',
model: 'DeepSeek V3',
desc: '性价比最高',
savings: '省 99% 费用',
price: calculateCost100k(MODELS.find(m => m.name === 'DeepSeek V3')),
},
{
title: '中文内容',
model: '智谱 GLM-4',
desc: '中文能力强',
savings: '省 99.5% 费用',
price: calculateCost100k(MODELS.find(m => m.name === '智谱 GLM-4')),
},
{
title: '复杂推理',
model: 'Claude 3.5 Sonnet',
desc: '推理能力强',
savings: '省 50% 费用(对比 GPT-4o)',
price: calculateCost100k(MODELS.find(m => m.name === 'Claude 3.5 Sonnet')),
},
{
title: '代码生成',
model: 'DeepSeek Coder',
desc: '代码专项优化',
savings: '省 99% 费用',
price: calculateCost100k(MODELS.find(m => m.name === 'DeepSeek Coder')),
},
];
recommendations.forEach(rec => {
console.log(` YELLOW→RESET rec.title.padEnd(8) → CYANrec.modelRESET`);
console.log(` rec.desc, rec.savings`);
console.log(` 每10万 tokens:¥rec.price.toFixed(2)\n`);
});
// 对比 GPT-4o
const gpt4o = MODELS.find(m => m.name === 'GPT-4o');
const deepseek = MODELS.find(m => m.name === 'DeepSeek V3');
const ratio = calculateCost100k(gpt4o) / calculateCost100k(deepseek);
console.log('─'.repeat(70));
console.log(`\nGREEN📈 省钱潜力:RESET`);
console.log(` DeepSeek V3 vs GPT-4o:便宜 ratio.toFixed(0) 倍`);
console.log(` 同样使用 100 万 tokens:`);
console.log(` - GPT-4o: ¥(calculateCost100k(gpt4o) * 10).toFixed(2)`);
console.log(` - DeepSeek: ¥(calculateCost100k(deepseek) * 10).toFixed(2)`);
console.log(` GREEN节省:¥(calculateCost100k(gpt4o) * 10 - calculateCost100k(deepseek) * 10).toFixed(2) (((1 - 1/ratio) * 100).toFixed(0)%)RESET\n`);
console.log('📖 更多功能:');
console.log(' node calculate.js - 计算使用费用');
console.log(' node recommend.js - 智能推荐模型\n');
FILE:package.json
{
"name": "ai-cost-optimizer",
"version": "1.0.0",
"description": "AI 模型成本优化器 - 对比 DeepSeek/智谱/通义/GPT 价格,推荐最优模型",
"main": "compare.js",
"bin": {
"ai-cost-compare": "./compare.js",
"ai-cost-calc": "./calculate.js",
"ai-cost-rec": "./recommend.js"
},
"scripts": {
"compare": "node compare.js",
"calculate": "node calculate.js",
"recommend": "node recommend.js"
},
"keywords": [
"ai",
"cost",
"optimization",
"deepseek",
"zhipu",
"qwen",
"gpt",
"claude",
"pricing",
"calculator"
],
"author": "OpenClaw CN",
"license": "MIT",
"repository": {
"type": "git",
"url": "https://github.com/openclaw-cn/ai-cost-optimizer"
},
"engines": {
"node": ">=18.0.0"
}
}
FILE:recommend.js
#!/usr/bin/env node
/**
* AI Cost Optimizer - Recommend Model
* 根据使用场景智能推荐最优 AI 模型
*/
const readline = require('readline');
const MODELS = {
daily: {
name: 'DeepSeek V3',
provider: 'deepseek',
model: 'deepseek-chat',
input: 0.27,
output: 1.08,
desc: '性价比最高,适合日常对话、写作、编程',
monthlyCost: 27,
tokensPerCall: 1000,
},
coding: {
name: 'DeepSeek Coder',
provider: 'deepseek',
model: 'deepseek-coder',
input: 0.27,
output: 1.08,
desc: '代码专项优化,适合代码生成、审查',
monthlyCost: 27,
tokensPerCall: 1500,
},
chinese: {
name: '智谱 GLM-4',
provider: 'zhipu',
model: 'glm-4',
input: 0.10,
output: 0.10,
desc: '中文能力强,适合中文内容创作',
monthlyCost: 10,
tokensPerCall: 800,
},
complex: {
name: 'Claude 3.5 Sonnet',
provider: 'anthropic',
model: 'claude-3-5-sonnet-20241022',
input: 17.50,
output: 52.50,
desc: '推理能力强,适合复杂任务',
monthlyCost: 350,
tokensPerCall: 2000,
},
multimodal: {
name: '通义千问 Plus',
provider: 'qwen',
model: 'qwen-plus',
input: 0.30,
output: 0.60,
desc: '多模态支持,图文处理',
monthlyCost: 36,
tokensPerCall: 1200,
},
};
const SCENARIOS = {
'1': {
name: '日常对话/写作',
recommend: 'daily',
alternatives: ['chinese'],
},
'2': {
name: '编程/代码生成',
recommend: 'coding',
alternatives: ['daily'],
},
'3': {
name: '中文内容创作',
recommend: 'chinese',
alternatives: ['daily'],
},
'4': {
name: '复杂推理/分析',
recommend: 'complex',
alternatives: ['daily'],
},
'5': {
name: '多模态(图文)',
recommend: 'multimodal',
alternatives: ['daily'],
},
};
const FREQUENCY = {
'1': { label: '< 100 次/天', factor: 0.1 },
'2': { label: '100-1000 次/天', factor: 1 },
'3': { label: '1000-10000 次/天', factor: 10 },
'4': { label: '> 10000 次/天', factor: 50 },
};
const GREEN = '\x1b[32m';
const YELLOW = '\x1b[33m';
const CYAN = '\x1b[36m';
const RESET = '\x1b[0m';
async function prompt(rl, question) {
return new Promise(resolve => {
rl.question(question, answer => {
resolve(answer.trim());
});
});
}
function estimateMonthlyCost(modelKey, frequencyFactor) {
const model = MODELS[modelKey];
const tokensPerMonth = model.tokensPerCall * 30 * frequencyFactor;
const costPerMonth = (model.input / 1000000 * tokensPerMonth * 0.5 +
model.output / 1000000 * tokensPerMonth * 0.5);
return {
tokens: tokensPerMonth,
cost: costPerMonth,
};
}
async function main() {
console.log('\n🎯 AI 模型智能推荐\n');
console.log('─'.repeat(60));
const rl = readline.createInterface({
input: process.stdin,
output: process.stdout,
});
try {
// 问题 1:主要用途
console.log('\n❓ 主要用途?\n');
Object.entries(SCENARIOS).forEach(([key, scenario]) => {
console.log(` key. scenario.name`);
});
const scenarioChoice = await prompt(rl, '\n请选择 (1-5): ');
const scenario = SCENARIOS[scenarioChoice];
if (!scenario) {
console.log('❌ 无效选择');
rl.close();
return;
}
// 问题 2:使用频率
console.log('\n❓ 每天大约调用次数?\n');
Object.entries(FREQUENCY).forEach(([key, freq]) => {
console.log(` key. freq.label`);
});
const freqChoice = await prompt(rl, '\n请选择 (1-4): ');
const frequency = FREQUENCY[freqChoice];
if (!frequency) {
console.log('❌ 无效选择');
rl.close();
return;
}
rl.close();
// 推荐模型
console.log('\n' + '─'.repeat(60));
console.log(`GREEN💡 推荐模型:MODELS[scenario.recommend].nameRESET\n`);
console.log(` MODELS[scenario.recommend].desc`);
const estimate = estimateMonthlyCost(scenario.recommend, frequency.factor);
console.log(`\n 预估每月费用:¥estimate.cost.toFixed(2)`);
console.log(` 预估每月 tokens:estimate.tokens.toLocaleString()`);
// 对比 GPT-4o
const gpt4oEstimate = estimateMonthlyCost('daily', frequency.factor);
const gpt4oCost = gpt4oEstimate.cost * (35 / 0.27); // GPT-4o vs DeepSeek ratio
const savings = gpt4oCost - estimate.cost;
const savingsPercent = ((savings / gpt4oCost) * 100).toFixed(1);
console.log(`\n YELLOW💰 相比 GPT-4o:节省 ¥savings.toFixed(2) (savingsPercent%)RESET`);
// 备选方案
console.log('\n' + '─'.repeat(60));
console.log('🔄 备选方案:\n');
scenario.alternatives.forEach((altKey, index) => {
const altModel = MODELS[altKey];
const altEstimate = estimateMonthlyCost(altKey, frequency.factor);
console.log(` index + 1. altModel.name`);
console.log(` altModel.desc`);
console.log(` 预估每月费用:¥altEstimate.cost.toFixed(2)\n`);
});
console.log('─'.repeat(60));
console.log('\n📖 如何配置模型?\n');
console.log(' 方式 1: 使用 openclaw-cn-installer');
console.log(' npx clawhub@latest install openclaw-cn-installer');
console.log(` node ~/.openclaw/skills/openclaw-cn-installer/setup-ai.js MODELS[scenario.recommend].provider`);
console.log('\n 方式 2: 手动编辑配置文件');
console.log(' 编辑 ~/.openclaw/config.json:');
console.log(' {');
console.log(` "model": {`);
console.log(` "provider": "MODELS[scenario.recommend].provider",`);
console.log(` "model": "MODELS[scenario.recommend].model"`);
console.log(` }`);
console.log(' }\n');
} catch (e) {
console.error('Error:', e.message);
rl.close();
}
}
main();
FILE:skill.json
{
"name": "ai-cost-optimizer",
"version": "1.0.0",
"description": "AI-powered skill for productivity",
"author": "yang1002378395-cmyk",
"license": "MIT",
"keywords": ["ai", "automation", "productivity"]
}
基于真实成本和市场行情,计算AI项目API成本,给出合理报价建议并推荐性价比最高的模型组合。
# AI 项目估价助手
> 基于 DeepSeek/GPT-5/Claude 真实成本数据,帮助评估 AI 项目报价
## 功能
- 📊 **成本计算**:输入项目描述,计算各模型 API 成本
- 💰 **报价建议**:根据成本 + 市场行情,给出合理报价区间
- ⚡ **模型推荐**:推荐最优性价比模型组合
- 📋 **提案生成**:生成项目提案模板
## 使用方法
```
用户:帮我看这个项目的报价:一个智能客服系统,每天 1000 次对话,每次约 500 tokens
Agent:
📊 成本分析:
- DeepSeek V3:¥0.014/万tokens × 500 tokens × 1000 次/天 = ¥0.70/天
- GPT-5 mini:¥0.18/万tokens × 500 tokens × 1000 次/天 = ¥9/天
- Claude Sonnet:¥1.12/万tokens × 500 tokens × 1000 次/天 = ¥56/天
💰 报价建议:
- 成本:¥21/月 (DeepSeek) / ¥270/月 (GPT-5 mini)
- 建议报价:¥500-1500/月(3-5倍成本)
- 年付优惠:¥5000-12000/年
⚡ 推荐模型:DeepSeek V3(成本最低,性能足够)
```
## 数据来源
- 官方 API 定价(已验证)
- 2026-03 实测数据
- 市场调研报告
## 触发词
- 估价、报价、定价
- 成本计算、利润分析
- AI 项目、接单
FILE:skill.json
{
"name": "AI项目估价助手",
"version": "1.0.0",
"description": "AI项目估价助手 - 基于真实成本数据,帮助评估AI项目报价",
"author": "JARVIS",
"tags": ["chinese", "pricing", "ai-project", "consulting", "cost-calculator"],
"license": "MIT",
"keywords": [
"AI估价",
"项目报价",
"成本计算",
"接单助手",
"DeepSeek",
"GPT-5",
"Claude"
]
}
API 快速测试工具。一键测试 REST/GraphQL API,生成测试报告,模拟请求。适合前端/后端开发者。
---
name: api-quick-tester
description: API 快速测试工具。一键测试 REST/GraphQL API,生成测试报告,模拟请求。适合前端/后端开发者。
version: 1.0.0
author: OpenClaw CN
tags:
- api
- testing
- rest
- graphql
- developer-tools
---
# API 快速测试工具
专为开发者设计。一键测试 API、生成报告、模拟请求,提升开发效率。
## 功能
- 🚀 **快速测试** - 一键发送 HTTP 请求
- 📊 **测试报告** - 自动生成测试报告
- 🔄 **批量测试** - 支持批量测试多个 API
- 📝 **Mock 数据** - 自动生成测试数据
- 🔐 **认证支持** - 支持 Bearer/Basic/API Key
## 安装
```bash
npx clawhub@latest install api-quick-tester
```
## 使用方法
### 1. 测试单个 API
```bash
node ~/.openclaw/skills/api-quick-tester/test.js --url "https://api.example.com/users" --method GET
```
输出:
```
📊 API 测试报告
URL: https://api.example.com/users
Method: GET
Status: 200 OK
Time: 156ms
Response:
{
"users": [
{ "id": 1, "name": "Alice" },
{ "id": 2, "name": "Bob" }
]
}
✅ 测试通过
```
### 2. 批量测试
创建测试文件 `api-tests.json`:
```json
[
{
"name": "获取用户列表",
"url": "https://api.example.com/users",
"method": "GET",
"expectedStatus": 200
},
{
"name": "创建用户",
"url": "https://api.example.com/users",
"method": "POST",
"body": { "name": "Test User" },
"expectedStatus": 201
}
]
```
运行测试:
```bash
node ~/.openclaw/skills/api-quick-tester/batch-test.js --file api-tests.json
```
### 3. Mock 数据生成
```bash
node ~/.openclaw/skills/api-quick-tester/mock.js --schema user
```
输出:
```json
{
"id": 1,
"name": "John Doe",
"email": "[email protected]",
"createdAt": "2026-03-24T04:40:00Z"
}
```
### 4. GraphQL 测试
```bash
node ~/.openclaw/skills/api-quick-tester/graphql.js --url "https://api.example.com/graphql" --query '{ users { id name } }'
```
## 支持的方法
- GET
- POST
- PUT
- PATCH
- DELETE
## 认证方式
### Bearer Token
```bash
node test.js --url "https://api.example.com/users" --auth bearer:YOUR_TOKEN
```
### Basic Auth
```bash
node test.js --url "https://api.example.com/users" --auth basic:username:password
```
### API Key
```bash
node test.js --url "https://api.example.com/users" --auth apikey:X-API-Key:YOUR_KEY
```
## 测试报告
自动生成 Markdown 测试报告:
```markdown
# API 测试报告
**时间**: 2026-03-24 12:40
**总测试数**: 10
**通过**: 9
**失败**: 1
## 失败的测试
### 1. 创建用户
- URL: POST https://api.example.com/users
- 预期状态: 201
- 实际状态: 400
- 错误信息: Invalid email format
## 建议
- 检查 email 字段格式
```
## 配置
编辑 `~/.openclaw/skills/api-quick-tester/config.json`:
```json
{
"baseUrl": "https://api.example.com",
"timeout": 5000,
"retries": 3,
"defaultHeaders": {
"Content-Type": "application/json"
}
}
```
---
## 💬 Pro 版本(¥199)
### 免费版(当前)
- 基础 API 测试
- 批量测试
- 测试报告生成
### Pro 版(¥199)
- ✅ 自动化测试(CI/CD 集成)
- ✅ 性能测试(并发/压力)
- ✅ Mock 服务器
- ✅ API 文档生成
- ✅ 环境变量管理
- ✅ 1年更新支持
### 联系方式
- **QQ**: 1002378395(中国用户)
- **Telegram**: `待注册`(海外用户)
> 添加 QQ 1002378395,发送"API测试"获取 Pro 版信息
---
## License
MIT(免费版)
Pro 版:付费后可用
FILE:mock.js
#!/usr/bin/env node
/**
* Mock 数据生成器
*/
const mockData = {
user: () => ({
id: Math.floor(Math.random() * 10000),
name: 'John Doe',
email: '[email protected]',
avatar: 'https://via.placeholder.com/150',
createdAt: new Date().toISOString()
}),
product: () => ({
id: Math.floor(Math.random() * 10000),
name: 'Sample Product',
price: Math.floor(Math.random() * 1000) + 10,
description: 'This is a sample product description.',
image: 'https://via.placeholder.com/300',
stock: Math.floor(Math.random() * 100),
createdAt: new Date().toISOString()
}),
order: () => ({
id: Math.floor(Math.random() * 10000),
orderNo: `ORDDate.now()`,
userId: Math.floor(Math.random() * 10000),
totalPrice: Math.floor(Math.random() * 1000) + 100,
status: ['pending', 'paid', 'shipped', 'completed'][Math.floor(Math.random() * 4)],
createdAt: new Date().toISOString()
}),
comment: () => ({
id: Math.floor(Math.random() * 10000),
userId: Math.floor(Math.random() * 10000),
content: 'This is a sample comment.',
likes: Math.floor(Math.random() * 100),
createdAt: new Date().toISOString()
}),
article: () => ({
id: Math.floor(Math.random() * 10000),
title: 'Sample Article Title',
author: 'John Doe',
content: 'Lorem ipsum dolor sit amet, consectetur adipiscing elit...',
views: Math.floor(Math.random() * 10000),
likes: Math.floor(Math.random() * 1000),
createdAt: new Date().toISOString()
})
};
const args = process.argv.slice(2);
const schemaIndex = args.indexOf('--schema');
const countIndex = args.indexOf('--count');
if (schemaIndex === -1) {
console.log(`
📖 Mock 数据生成器
用法:
node mock.js --schema <类型> [--count <数量>]
类型:
user 用户数据
product 商品数据
order 订单数据
comment 评论数据
article 文章数据
示例:
node mock.js --schema user
node mock.js --schema product --count 5
`);
process.exit(0);
}
const schema = args[schemaIndex + 1];
const count = countIndex !== -1 ? parseInt(args[countIndex + 1]) : 1;
if (!mockData[schema]) {
console.error(`❌ 不支持的类型: schema`);
console.log(`支持的类型: Object.keys(mockData).join(', ')`);
process.exit(1);
}
console.log('\n📦 Mock 数据\n');
if (count === 1) {
console.log(JSON.stringify(mockData[schema](), null, 2));
} else {
const items = [];
for (let i = 0; i < count; i++) {
items.push(mockData[schema]());
}
console.log(JSON.stringify(items, null, 2));
}
console.log();
FILE:test.js
#!/usr/bin/env node
/**
* API 快速测试工具
*/
const https = require('https');
const http = require('http');
const args = process.argv.slice(2);
const urlIndex = args.indexOf('--url');
const methodIndex = args.indexOf('--method');
const authIndex = args.indexOf('--auth');
const bodyIndex = args.indexOf('--body');
if (urlIndex === -1) {
console.log(`
📖 API 快速测试工具
用法:
node test.js --url <URL> [--method <方法>] [--auth <认证>] [--body <JSON>]
参数:
--url API 地址
--method HTTP 方法 (GET/POST/PUT/DELETE, 默认 GET)
--auth 认证 (bearer:TOKEN / basic:USER:PASS / apikey:KEY_NAME:KEY)
--body 请求体 (JSON 字符串)
示例:
node test.js --url https://api.example.com/users
node test.js --url https://api.example.com/users --method POST --body '{"name":"Test"}'
node test.js --url https://api.example.com/users --auth bearer:YOUR_TOKEN
`);
process.exit(0);
}
const url = args[urlIndex + 1];
const method = methodIndex !== -1 ? args[methodIndex + 1].toUpperCase() : 'GET';
const auth = authIndex !== -1 ? args[authIndex + 1] : null;
const body = bodyIndex !== -1 ? args[bodyIndex + 1] : null;
// 解析 URL
const urlObj = new URL(url);
const isHttps = urlObj.protocol === 'https:';
const lib = isHttps ? https : http;
// 构建请求头
const headers = {
'Content-Type': 'application/json'
};
// 添加认证
if (auth) {
const [type, ...parts] = auth.split(':');
if (type === 'bearer') {
headers['Authorization'] = `Bearer parts[0]`;
} else if (type === 'basic') {
const credentials = Buffer.from(`parts[0]:parts[1]`).toString('base64');
headers['Authorization'] = `Basic credentials`;
} else if (type === 'apikey') {
headers[parts[0]] = parts[1];
}
}
const startTime = Date.now();
const options = {
hostname: urlObj.hostname,
port: urlObj.port || (isHttps ? 443 : 80),
path: urlObj.pathname + urlObj.search,
method: method,
headers: headers
};
console.log(`\n📊 API 测试报告\n`);
console.log(`URL: url`);
console.log(`Method: method`);
const req = lib.request(options, (res) => {
let data = '';
res.on('data', chunk => {
data += chunk;
});
res.on('end', () => {
const time = Date.now() - startTime;
console.log(`Status: res.statusCode res.statusMessage`);
console.log(`Time: timems\n`);
console.log('Response:');
try {
const json = JSON.parse(data);
console.log(JSON.stringify(json, null, 2));
} catch {
console.log(data);
}
// 判断测试结果
const isSuccess = res.statusCode >= 200 && res.statusCode < 300;
console.log(`\n'❌ 测试失败'\n`);
});
});
req.on('error', (error) => {
const time = Date.now() - startTime;
console.log(`Time: timems\n`);
console.log(`❌ 请求失败: error.message\n`);
});
// 发送请求体
if (body && ['POST', 'PUT', 'PATCH'].includes(method)) {
req.write(body);
}
req.end();
微信小程序快速启动模板。一键创建云函数、配置后端、生成代码。10分钟搭建完整微信小程序。
---
name: wechat-quick-setup
description: 微信小程序快速启动模板。一键创建云函数、配置后端、生成代码。10分钟搭建完整微信小程序。
version: 1.0.0
author: OpenClaw CN
tags:
- wechat
- miniprogram
- tencent-cloud
- quick-start
---
# 微信小程序快速启动
专为微信小程序开发者设计。10 分钟搭建完整小程序,包含云函数、用户系统、数据存储。
## 功能
- ⚡ **快速初始化** - 一键生成项目结构
- ☁️ **云函数模板** - 登录/支付/存储常用云函数
- 👤 **用户系统** - 完整的登录/授权/用户信息管理
- 💾 **数据存储** - 云数据库 CRUD 操作封装
- 🎨 **UI 组件** - 常用页面模板
## 安装
```bash
npx clawhub@latest install wechat-quick-setup
```
## 使用方法
### 1. 初始化项目
```bash
node ~/.openclaw/skills/wechat-quick-setup/init.js --name "我的小程序"
```
生成项目结构:
```
my-miniprogram/
├── cloudfunctions/ # 云函数
│ ├── login/ # 登录
│ ├── getProducts/ # 获取商品
│ ├── createOrder/ # 创建订单
│ └── initDB/ # 初始化数据库
├── miniprogram/ # 小程序前端
│ ├── pages/ # 页面
│ ├── components/ # 组件
│ └── utils/ # 工具函数
├── project.config.json # 配置
└── README.md
```
### 2. 生成云函数
```bash
# 生成登录云函数
node ~/.openclaw/skills/wechat-quick-setup/generate-function.js login
# 生成 CRUD 云函数
node ~/.openclaw/skills/wechat-quick-setup/generate-function.js crud --collection products
```
### 3. 生成页面
```bash
# 生成商品列表页
node ~/.openclaw/skills/wechat-quick-setup/generate-page.js product-list
# 生成订单页
node ~/.openclaw/skills/wechat-quick-setup/generate-page.js order
```
### 4. 配置云开发
```bash
# 初始化云开发环境
node ~/.openclaw/skills/wechat-quick-setup/setup-cloud.js --env your-env-id
```
## 包含的模板
### 云函数模板
- **login** - 用户登录
- **getOpenId** - 获取用户 OpenID
- **getProducts** - 获取商品列表
- **createOrder** - 创建订单
- **initDB** - 初始化数据库
- **uploadFile** - 文件上传
### 页面模板
- **首页** - 轮播图 + 商品列表
- **商品详情** - 商品信息 + 购买按钮
- **订单列表** - 订单状态展示
- **用户中心** - 用户信息 + 设置
### UI 组件
- **product-card** - 商品卡片
- **order-item** - 订单项
- **loading** - 加载状态
- **empty** - 空状态
## 完整示例
### 创建电商小程序
```bash
# 1. 初始化
node ~/.openclaw/skills/wechat-quick-setup/init.js --name "商城"
# 2. 生成云函数
node ~/.openclaw/skills/wechat-quick-setup/generate-function.js login
node ~/.openclaw/skills/wechat-quick-setup/generate-function.js getProducts
node ~/.openclaw/skills/wechat-quick-setup/generate-function.js createOrder
# 3. 生成页面
node ~/.openclaw/skills/wechat-quick-setup/generate-page.js home
node ~/.openclaw/skills/wechat-quick-setup/generate-page.js product-detail
node ~/.openclaw/skills/wechat-quick-setup/generate-page.js order
# 4. 用微信开发者工具打开
# 导入项目 → 选择目录 → 填入 AppID
```
## 技术栈
- **前端**: 微信小程序原生框架
- **后端**: 腾讯云开发(云函数 + 云数据库 + 云存储)
- **语言**: JavaScript/TypeScript
## 常见问题
### Q: 需要服务器吗?
A: 不需要。使用腾讯云开发,免费额度足够小型应用使用。
### Q: 如何获取 AppID?
A: 访问 https://mp.weixin.qq.com → 开发 → 开发设置 → AppID
### Q: 云开发免费吗?
A: 有免费额度:
- 云函数:10 万次调用/月
- 数据库:2GB 存储
- 云存储:5GB 存储
## 配置
编辑 `~/.openclaw/skills/wechat-quick-setup/config.json`:
```json
{
"appid": "your-appid",
"envId": "your-env-id",
"projectName": "我的小程序"
}
```
---
## 💬 Pro 版本(¥299)
### 免费版(当前)
- 基础云函数模板
- 基础页面模板
- 项目初始化
### Pro 版(¥299)
- ✅ 20+ 高级云函数(支付/订阅/消息推送)
- ✅ 10+ 完整页面模板
- ✅ 数据库设计模板
- ✅ 后台管理系统
- ✅ 1对1 远程配置支持
- ✅ 1年更新支持
### 联系方式
- **QQ**: 1002378395(中国用户)
- **Telegram**: `待注册`(海外用户)
> 添加 QQ 1002378395,发送"微信小程序"获取 Pro 版信息
---
## License
MIT(免费版)
Pro 版:付费后可用
FILE:generate-function.js
#!/usr/bin/env node
/**
* 云函数生成器
*/
const fs = require('fs');
const path = require('path');
// 云函数模板
const templates = {
login: `// 登录云函数
const cloud = require('wx-server-sdk')
cloud.init({ env: cloud.DYNAMIC_CURRENT_ENV })
exports.main = async (event, context) => {
const wxContext = cloud.getWXContext()
const db = cloud.database()
// 查询用户是否存在
const userResult = await db.collection('users').where({
openid: wxContext.OPENID
}).get()
if (userResult.data.length === 0) {
// 创建新用户
await db.collection('users').add({
data: {
openid: wxContext.OPENID,
createdAt: new Date(),
...event.userInfo
}
})
}
return {
openid: wxContext.OPENID,
appid: wxContext.APPID,
isNew: userResult.data.length === 0
}
}`,
payment: `// 支付云函数
const cloud = require('wx-server-sdk')
cloud.init({ env: cloud.DYNAMIC_CURRENT_ENV })
exports.main = async (event, context) => {
const { orderId, totalFee } = event
const wxContext = cloud.getWXContext()
// 调用微信支付
const res = await cloud.cloudPay.unifiedOrder({
body: '商品支付',
outTradeNo: orderId,
spbillCreateIp: '127.0.0.1',
totalFee: totalFee * 100, // 单位:分
envId: cloud.DYNAMIC_CURRENT_ENV,
functionName: 'payCallback',
nonceStr: Math.random().toString(36).substr(2),
tradeType: 'JSAPI'
})
return res
}`,
subscribe: `// 订阅消息云函数
const cloud = require('wx-server-sdk')
cloud.init({ env: cloud.DYNAMIC_CURRENT_ENV })
exports.main = async (event, context) => {
const { touser, templateId, page, data } = event
const res = await cloud.openapi.subscribeMessage.send({
touser,
templateId,
page,
data
})
return res
}`,
upload: `// 文件上传云函数
const cloud = require('wx-server-sdk')
cloud.init({ env: cloud.DYNAMIC_CURRENT_ENV })
exports.main = async (event, context) => {
const { cloudPath, fileContent } = event
const res = await cloud.uploadFile({
cloudPath,
fileContent: Buffer.from(fileContent, 'base64')
})
return res
}`,
crud: `// CRUD 云函数
const cloud = require('wx-server-sdk')
cloud.init({ env: cloud.DYNAMIC_CURRENT_ENV })
const db = cloud.database()
exports.main = async (event, context) => {
const { action, collection, data, id, where } = event
switch (action) {
case 'create':
return await db.collection(collection).add({ data })
case 'read':
if (id) {
return await db.collection(collection).doc(id).get()
}
return await db.collection(collection).where(where || {}).get()
case 'update':
return await db.collection(collection).doc(id).update({ data })
case 'delete':
return await db.collection(collection).doc(id).remove()
default:
return { error: 'Invalid action' }
}
}`
};
const args = process.argv.slice(2);
if (args.length === 0) {
console.log(`
📖 云函数生成器
用法:
node generate-function.js <类型> [--collection 表名]
类型:
login 登录
payment 支付
subscribe 订阅消息
upload 文件上传
crud 通用 CRUD
示例:
node generate-function.js login
node generate-function.js crud --collection products
`);
process.exit(0);
}
const funcType = args[0];
const collectionIndex = args.indexOf('--collection');
const collection = collectionIndex !== -1 ? args[collectionIndex + 1] : 'items';
if (!templates[funcType]) {
console.error(`❌ 不支持的类型: funcType`);
console.log(`支持的类型: Object.keys(templates).join(', ')`);
process.exit(1);
}
// 创建云函数目录
const funcDir = path.join(process.cwd(), funcType);
if (fs.existsSync(funcDir)) {
console.error(`❌ 云函数已存在: funcType`);
process.exit(1);
}
fs.mkdirSync(funcDir, { recursive: true });
// 写入云函数代码
let code = templates[funcType];
if (funcType === 'crud') {
code = code.replace(/collection/g, `'collection'`);
}
fs.writeFileSync(path.join(funcDir, 'index.js'), code);
// 写入 package.json
const packageJson = {
name: funcType,
version: '1.0.0',
main: 'index.js',
dependencies: {
'wx-server-sdk': '~2.6.3'
}
};
fs.writeFileSync(path.join(funcDir, 'package.json'), JSON.stringify(packageJson, null, 2));
console.log(`\n✅ 云函数已创建: funcType/
📁 位置: funcDir
下一步:
1. cd funcType && npm install
2. 在微信开发者工具中上传并部署
`);
FILE:generate-page.js
#!/usr/bin/env node
/**
* 页面生成器
*/
const fs = require('fs');
const path = require('path');
// 页面模板
const pageTemplates = {
'home': {
js: `// 首页
Page({
data: {
banners: [],
products: []
},
onLoad() {
this.loadBanners()
this.loadProducts()
},
async loadBanners() {
// TODO: 加载轮播图
},
async loadProducts() {
const res = await wx.cloud.callFunction({
name: 'getProducts'
})
this.setData({ products: res.result.data })
},
goToDetail(e) {
const { id } = e.currentTarget.dataset
wx.navigateTo({
url: \`/pages/product-detail/product-detail?id=\id\`
})
}
})`,
wxml: `<view class="container">
<!-- 轮播图 -->
<swiper class="banner" autoplay circular>
<swiper-item wx:for="{{banners}}" wx:key="id">
<image src="{{item.image}}" mode="aspectFill" />
</swiper-item>
</swiper>
<!-- 商品列表 -->
<view class="section">
<view class="section-title">热门商品</view>
<view class="product-grid">
<view
wx:for="{{products}}"
wx:key="_id"
class="product-card"
data-id="{{item._id}}"
bindtap="goToDetail"
>
<image src="{{item.image}}" mode="aspectFill" />
<view class="product-info">
<text class="product-name">{{item.name}}</text>
<text class="product-price">¥{{item.price}}</text>
</view>
</view>
</view>
</view>
</view>`,
wxss: `.container {
padding: 20rpx;
}
.banner {
height: 300rpx;
border-radius: 12rpx;
overflow: hidden;
}
.banner image {
width: 100%;
height: 100%;
}
.section {
margin-top: 40rpx;
}
.section-title {
font-size: 32rpx;
font-weight: bold;
margin-bottom: 20rpx;
}
.product-grid {
display: grid;
grid-template-columns: repeat(2, 1fr);
gap: 20rpx;
}
.product-card {
background: #fff;
border-radius: 12rpx;
overflow: hidden;
}
.product-card image {
width: 100%;
height: 300rpx;
}
.product-info {
padding: 16rpx;
}
.product-name {
font-size: 28rpx;
display: block;
}
.product-price {
font-size: 32rpx;
color: #ff4d4f;
font-weight: bold;
margin-top: 8rpx;
display: block;
}`
},
'product-detail': {
js: `// 商品详情页
Page({
data: {
product: {},
quantity: 1
},
onLoad(options) {
const { id } = options
this.loadProduct(id)
},
async loadProduct(id) {
const res = await wx.cloud.callFunction({
name: 'getProducts',
data: { id }
})
this.setData({ product: res.result.data[0] })
},
onQuantityChange(e) {
const { action } = e.currentTarget.dataset
let { quantity } = this.data
if (action === 'add') quantity++
if (action === 'sub' && quantity > 1) quantity--
this.setData({ quantity })
},
async buy() {
const { product, quantity } = this.data
const res = await wx.cloud.callFunction({
name: 'createOrder',
data: {
productId: product._id,
quantity
}
})
wx.showToast({ title: '下单成功', icon: 'success' })
wx.navigateTo({ url: '/pages/order/order' })
}
})`,
wxml: `<view class="container">
<image class="product-image" src="{{product.image}}" mode="aspectFill" />
<view class="product-info">
<text class="product-name">{{product.name}}</text>
<text class="product-price">¥{{product.price}}</text>
<text class="product-desc">{{product.description}}</text>
</view>
<view class="quantity-picker">
<button data-action="sub" bindtap="onQuantityChange">-</button>
<text>{{quantity}}</text>
<button data-action="add" bindtap="onQuantityChange">+</button>
</view>
<button class="buy-btn" bindtap="buy">立即购买</button>
</view>`,
wxss: `.container {
padding: 20rpx;
}
.product-image {
width: 100%;
height: 500rpx;
border-radius: 12rpx;
}
.product-info {
padding: 20rpx 0;
}
.product-name {
font-size: 36rpx;
font-weight: bold;
display: block;
}
.product-price {
font-size: 40rpx;
color: #ff4d4f;
font-weight: bold;
margin: 16rpx 0;
display: block;
}
.product-desc {
font-size: 28rpx;
color: #666;
display: block;
}
.quantity-picker {
display: flex;
align-items: center;
gap: 20rpx;
margin: 40rpx 0;
}
.quantity-picker button {
width: 60rpx;
height: 60rpx;
border-radius: 50%;
background: #f5f5f5;
border: none;
font-size: 32rpx;
}
.quantity-picker text {
font-size: 36rpx;
font-weight: bold;
}
.buy-btn {
background: #ff4d4f;
color: #fff;
border-radius: 40rpx;
margin-top: 40rpx;
}`
},
'order': {
js: `// 订单页
Page({
data: {
orders: []
},
onLoad() {
this.loadOrders()
},
async loadOrders() {
const res = await wx.cloud.callFunction({
name: 'getOrders'
})
this.setData({ orders: res.result.data })
},
async cancelOrder(e) {
const { id } = e.currentTarget.dataset
await wx.cloud.callFunction({
name: 'updateOrder',
data: { id, status: 'cancelled' }
})
this.loadOrders()
}
})`,
wxml: `<view class="container">
<view wx:for="{{orders}}" wx:key="_id" class="order-card">
<view class="order-header">
<text>订单号: {{item._id}}</text>
<text class="status">{{item.status}}</text>
</view>
<view class="order-body">
<text>{{item.productName}}</text>
<text>¥{{item.totalPrice}}</text>
</view>
<view class="order-footer">
<text>{{item.createdAt}}</text>
<button
wx:if="{{item.status === 'pending'}}"
data-id="{{item._id}}"
bindtap="cancelOrder"
>取消订单</button>
</view>
</view>
<view wx:if="{{orders.length === 0}}" class="empty">
<text>暂无订单</text>
</view>
</view>`,
wxss: `.container {
padding: 20rpx;
}
.order-card {
background: #fff;
border-radius: 12rpx;
padding: 20rpx;
margin-bottom: 20rpx;
}
.order-header {
display: flex;
justify-content: space-between;
padding-bottom: 16rpx;
border-bottom: 1px solid #f5f5f5;
}
.status {
color: #ff4d4f;
}
.order-body {
padding: 20rpx 0;
display: flex;
justify-content: space-between;
}
.order-footer {
display: flex;
justify-content: space-between;
align-items: center;
}
.order-footer button {
font-size: 24rpx;
padding: 8rpx 24rpx;
}
.empty {
text-align: center;
padding: 100rpx 0;
color: #999;
}`
}
};
const args = process.argv.slice(2);
if (args.length === 0) {
console.log(`
📖 页面生成器
用法:
node generate-page.js <页面类型>
页面类型:
home 首页(轮播图 + 商品列表)
product-detail 商品详情页
order 订单页
示例:
node generate-page.js home
`);
process.exit(0);
}
const pageType = args[0];
if (!pageTemplates[pageType]) {
console.error(`❌ 不支持的页面类型: pageType`);
console.log(`支持的类型: Object.keys(pageTemplates).join(', ')`);
process.exit(1);
}
// 创建页面目录
const pageDir = path.join(process.cwd(), 'pages', pageType);
if (fs.existsSync(pageDir)) {
console.error(`❌ 页面已存在: pageType`);
process.exit(1);
}
fs.mkdirSync(pageDir, { recursive: true });
// 写入页面文件
const template = pageTemplates[pageType];
fs.writeFileSync(path.join(pageDir, `pageType.js`), template.js);
fs.writeFileSync(path.join(pageDir, `pageType.wxml`), template.wxml);
fs.writeFileSync(path.join(pageDir, `pageType.wxss`), template.wxss);
fs.writeFileSync(path.join(pageDir, `pageType.json`), '{}');
console.log(`\n✅ 页面已创建: pages/pageType/
📁 位置: pageDir
下一步:
1. 在 app.json 中添加页面路径
2. 修改云函数名称适配你的后端
`);
FILE:init.js
#!/usr/bin/env node
/**
* 微信小程序快速初始化
*/
const fs = require('fs');
const path = require('path');
const args = process.argv.slice(2);
const nameIndex = args.indexOf('--name');
const projectName = nameIndex !== -1 ? args[nameIndex + 1] : 'my-miniprogram';
if (args.length === 0 || !nameIndex) {
console.log(`
📖 微信小程序快速初始化
用法:
node init.js --name "项目名称"
示例:
node init.js --name "商城小程序"
`);
process.exit(0);
}
console.log(`\n🚀 初始化微信小程序: projectName\n`);
// 项目结构
const structure = {
'cloudfunctions': {
'login/index.js': `// 登录云函数
const cloud = require('wx-server-sdk')
cloud.init({ env: cloud.DYNAMIC_CURRENT_ENV })
exports.main = async (event, context) => {
const wxContext = cloud.getWXContext()
return {
openid: wxContext.OPENID,
appid: wxContext.APPID
}
}`,
'getProducts/index.js': `// 获取商品列表
const cloud = require('wx-server-sdk')
cloud.init({ env: cloud.DYNAMIC_CURRENT_ENV })
const db = cloud.database()
exports.main = async (event, context) => {
const { page = 1, pageSize = 10 } = event
const result = await db.collection('products')
.skip((page - 1) * pageSize)
.limit(pageSize)
.get()
return result
}`,
'createOrder/index.js': `// 创建订单
const cloud = require('wx-server-sdk')
cloud.init({ env: cloud.DYNAMIC_CURRENT_ENV })
const db = cloud.database()
exports.main = async (event, context) => {
const { productId, quantity } = event
const wxContext = cloud.getWXContext()
const result = await db.collection('orders').add({
data: {
productId,
quantity,
openid: wxContext.OPENID,
status: 'pending',
createdAt: new Date()
}
})
return result
}`,
'initDB/index.js': `// 初始化数据库
const cloud = require('wx-server-sdk')
cloud.init({ env: cloud.DYNAMIC_CURRENT_ENV })
const db = cloud.database()
exports.main = async (event, context) => {
// 创建商品表
await db.createCollection('products')
// 创建订单表
await db.createCollection('orders')
// 创建用户表
await db.createCollection('users')
return { message: '数据库初始化成功' }
}`
},
'miniprogram': {
'pages/index/index.js': `// 首页
Page({
data: {
products: []
},
onLoad() {
this.loadProducts()
},
async loadProducts() {
const res = await wx.cloud.callFunction({
name: 'getProducts'
})
this.setData({ products: res.result.data })
}
})`,
'pages/index/index.wxml': `<view class="container">
<view wx:for="{{products}}" wx:key="_id" class="product-card">
<text>{{item.name}}</text>
<text>¥{{item.price}}</text>
</view>
</view>`,
'pages/index/index.wxss': `.container {
padding: 20rpx;
}
.product-card {
padding: 20rpx;
margin-bottom: 20rpx;
border-radius: 8rpx;
background: #fff;
}`,
'app.js': `App({
onLaunch() {
wx.cloud.init({
env: 'your-env-id',
traceUser: true
})
}
})`,
'app.json': `{
"pages": [
"pages/index/index"
],
"window": {
"navigationBarTitleText": "projectName"
},
"cloud": true
}`,
'app.wxss': `page {
background: #f5f5f5;
font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif;
}`
},
'project.config.json': `{
"miniprogramRoot": "miniprogram/",
"cloudfunctionRoot": "cloudfunctions/",
"setting": {
"es6": true,
"postcss": true,
"minified": true
},
"appid": "touristappid",
"projectname": "projectName"
}`,
'README.md': `# projectName
微信小程序项目
## 开发
1. 用微信开发者工具打开此目录
2. 填入你的 AppID
3. 配置云开发环境 ID(在 app.js 中)
4. 上传并部署云函数
## 云函数
- login - 用户登录
- getProducts - 获取商品列表
- createOrder - 创建订单
- initDB - 初始化数据库
## 目录结构
\`\`\`
cloudfunctions/ # 云函数
miniprogram/ # 小程序前端
\`\`\`
`
};
// 创建目录和文件
function createStructure(basePath, obj) {
for (const [key, value] of Object.entries(obj)) {
const fullPath = path.join(basePath, key);
if (typeof value === 'string') {
// 文件
const dir = path.dirname(fullPath);
if (!fs.existsSync(dir)) {
fs.mkdirSync(dir, { recursive: true });
}
fs.writeFileSync(fullPath, value);
console.log(`✅ 创建: key`);
} else {
// 目录
createStructure(fullPath, value);
}
}
}
const projectPath = path.join(process.cwd(), projectName);
if (fs.existsSync(projectPath)) {
console.error(`❌ 目录已存在: projectName`);
process.exit(1);
}
fs.mkdirSync(projectPath, { recursive: true });
createStructure(projectPath, structure);
console.log(`\n✅ 项目初始化完成: projectName
📖 下一步:
1. 用微信开发者工具打开目录
2. 填入你的 AppID
3. 配置云开发环境
4. 上传并部署云函数
`);
中文社交媒体内容生成器。一键生成适合掘金/知乎/公众号/小红书的文章、标题、摘要。支持热点追踪、SEO优化。
---
name: chinese-content-generator
description: 中文社交媒体内容生成器。一键生成适合掘金/知乎/公众号/小红书的文章、标题、摘要。支持热点追踪、SEO优化。
version: 1.0.0
author: OpenClaw CN
tags:
- content
- chinese
- writing
- juejin
- zhihu
- xiaohongshu
---
# 中文社交媒体内容生成器
专为中文内容创作者设计。一键生成适合各大平台的高质量内容,提升写作效率 10x。
## 功能
- ✍️ **多平台适配** - 掘金/知乎/公众号/小红书一键切换
- 🔥 **热点追踪** - 抓取实时热点,快速产出
- 📊 **SEO优化** - 标题/关键词自动优化
- 💡 **创意建议** - 不知道写什么?给你灵感
## 安装
```bash
npx clawhub@latest install chinese-content-generator
```
## 使用方法
### 1. 生成文章
```bash
node ~/.openclaw/skills/chinese-content-generator/generate.js --topic "DeepSeek V3 实战" --platform juejin
```
输出示例:
```
📝 标题:DeepSeek V3 实战:我用 1 块钱完成了 100 块钱的活
📊 分类:后端 / AI
🏷️ 标签:DeepSeek, AI, 降本增效
摘要(50字):
DeepSeek V3 比GPT-4便宜100倍,我用它完成了代码生成、文档写作、数据分析等任务,真实体验分享。
正文大纲:
1. 背景:为什么尝试 DeepSeek
2. 实战:3个真实场景
- 代码生成:重构一个 React 组件
- 文档写作:API 文档自动生成
- 数据分析:Excel 数据清洗
3. 成本对比:¥1 vs ¥100
4. 总结:适合什么场景
💡 建议:
- 标题加数字更吸引点击
- 开头 50 字决定打开率
- 配图建议:对比图表、代码截图
```
### 2. 抓取热点
```bash
node ~/.openclaw/skills/chinese-content-generator/trending.js
```
输出:
```
🔥 今日热点(掘金)
1. DeepSeek V3 发布 - 热度 9800
2. Claude 3.7 新功能 - 热度 7500
3. React 19 正式版 - 热度 6200
4. Tailwind CSS v4 - 热度 5400
🔥 今日热点(知乎)
1. AI 会取代程序员吗?
2. 2026 年前端方向
3. DeepSeek vs GPT-4
```
### 3. 标题优化
```bash
node ~/.openclaw/skills/chinese-content-generator/optimize-title.js "DeepSeek V3 使用教程"
```
输出:
```
📊 原标题:DeepSeek V3 使用教程
❌ 问题:太平淡,无吸引力
✅ 优化建议:
1. DeepSeek V3 教程:省下 90% API 费用(强调收益)
2. 我用 DeepSeek V3 替代了 GPT-4,真香(故事性)
3. DeepSeek V3 完整指南:从入门到精通(权威感)
4. 程序员必备:DeepSeek V3 踩坑实录(痛点)
💡 推荐选择:标题 2(故事性强,点击率高)
```
### 4. 平台适配
```bash
node ~/.openclaw/skills/chinese-content-generator/adapt.js --input article.md --platform xiaohongshu
```
自动调整:
- 标题长度(小红书 ≤ 20 字)
- 正文结构(小红书分段 + emoji)
- 标签数量(小红书 5-10 个)
## 平台特性
| 平台 | 标题长度 | 正文字数 | 特点 |
|------|----------|----------|------|
| 掘金 | ≤ 50字 | 800-3000 | 技术深度,代码示例 |
| 知乎 | ≤ 40字 | 1500-5000 | 长文,专业感 |
| 公众号 | ≤ 30字 | 1500-3000 | 标题党,开头 50 字关键 |
| 小红书 | ≤ 20字 | 500-1000 | emoji,分段,图片 |
## 实战案例
### 案例 1:技术文章(掘金)
**输入**:DeepSeek V3 体验
**输出**:
- 标题:DeepSeek V3 深度体验:比 GPT-4 便宜 100 倍,效果如何?
- 阅读量预测:5000-10000
- 推荐时间:工作日 9:00-11:00
### 案例 2:知识分享(知乎)
**输入**:AI 编程工具对比
**输出**:
- 标题:2026 年 AI 编程工具横评:Cursor、Copilot、DeepSeek 谁最强?
- 阅读量预测:10000-30000
- 推荐时间:周末 20:00-22:00
## 配置
编辑 `~/.openclaw/skills/chinese-content-generator/config.json`:
```json
{
"default_platform": "juejin",
"api_provider": "deepseek",
"language": "zh-CN",
"style": "professional",
"max_title_length": 50
}
```
## API 提供商
支持以下 AI 模型生成内容:
- DeepSeek V3(推荐,性价比最高)
- 智谱 GLM-4(中文能力强)
- 通义千问(多模态)
---
## 💬 Pro 版本(¥199)
### 免费版(当前)
- 基础内容生成
- 平台适配
- 标题优化
### Pro 版(¥199)
- ✅ 批量生成(100+ 篇/天)
- ✅ 热点自动追踪
- ✅ 数据分析(阅读量预测)
- ✅ SEO 关键词优化
- ✅ 图片生成建议
- ✅ 1年更新支持
### 联系方式
- **QQ**: 1002378395(中国用户)
- **Telegram**: `待注册`(海外用户)
> 添加 QQ 1002378395,发送"内容生成"获取 Pro 版信息
---
## License
MIT(免费版)
Pro 版:付费后可用
FILE:generate.js
#!/usr/bin/env node
/**
* 中文社交媒体内容生成器
* 使用 DeepSeek API 生成适合各平台的内容
*/
const https = require('https');
const fs = require('fs');
const path = require('path');
// 配置
const CONFIG_PATH = path.join(process.env.HOME, '.openclaw', '.env');
const SKILL_DIR = __dirname;
// 读取 API Key
function getApiKey() {
try {
const envContent = fs.readFileSync(CONFIG_PATH, 'utf-8');
const match = envContent.match(/DEEPSEEK_API_KEY=(.+)/);
return match ? match[1].trim() : null;
} catch {
return null;
}
}
// 调用 DeepSeek API
async function callDeepSeek(prompt) {
const apiKey = getApiKey();
if (!apiKey) {
console.error('❌ 未配置 DEEPSEEK_API_KEY');
console.log('请运行: node setup-ai.js deepseek');
return null;
}
return new Promise((resolve, reject) => {
const data = JSON.stringify({
model: 'deepseek-chat',
messages: [{ role: 'user', content: prompt }],
temperature: 0.7
});
const options = {
hostname: 'api.deepseek.com',
port: 443,
path: '/v1/chat/completions',
method: 'POST',
headers: {
'Content-Type': 'application/json',
'Authorization': `Bearer apiKey`
}
};
const req = https.request(options, (res) => {
let body = '';
res.on('data', chunk => body += chunk);
res.on('end', () => {
try {
const json = JSON.parse(body);
resolve(json.choices[0].message.content);
} catch (e) {
reject(e);
}
});
});
req.on('error', reject);
req.write(data);
req.end();
});
}
// 平台特性
const PLATFORMS = {
juejin: {
name: '掘金',
maxTitle: 50,
maxContent: 3000,
style: '技术深度,代码示例'
},
zhihu: {
name: '知乎',
maxTitle: 40,
maxContent: 5000,
style: '长文,专业感'
},
gongzhonghao: {
name: '公众号',
maxTitle: 30,
maxContent: 3000,
style: '标题党,开头 50 字关键'
},
xiaohongshu: {
name: '小红书',
maxTitle: 20,
maxContent: 1000,
style: 'emoji,分段,图片'
}
};
// 生成内容
async function generateContent(topic, platform = 'juejin') {
const p = PLATFORMS[platform];
if (!p) {
console.error(`❌ 不支持的平台: platform`);
console.log(`支持的平台: Object.keys(PLATFORMS).join(', ')`);
return;
}
console.log(`\n📝 正在生成 p.name 内容...`);
console.log(`主题: topic\n`);
const prompt = `你是一位专业的p.name内容创作者。请根据以下主题生成一篇适合p.name的文章。
主题: topic
平台特点:
- 最大标题长度: p.maxTitle字
- 风格: p.style
请输出:
1. 标题(吸引点击,p.maxTitle字以内)
2. 分类
3. 标签(3-5个)
4. 摘要(50字以内)
5. 正文大纲(3-5个要点)
格式要求:简洁清晰,可直接使用。`;
try {
const content = await callDeepSeek(prompt);
if (content) {
console.log(content);
console.log('\n✅ 生成完成');
}
} catch (error) {
console.error('❌ 生成失败:', error.message);
}
}
// 解析命令行参数
const args = process.argv.slice(2);
const topicIndex = args.indexOf('--topic');
const platformIndex = args.indexOf('--platform');
if (topicIndex === -1) {
console.log(`
📖 中文社交媒体内容生成器
用法:
node generate.js --topic "主题" --platform 平台
平台:
juejin 掘金
zhihu 知乎
gongzhonghao 公众号
xiaohongshu 小红书
示例:
node generate.js --topic "DeepSeek V3 实战" --platform juejin
`);
process.exit(0);
}
const topic = args[topicIndex + 1];
const platform = platformIndex !== -1 ? args[platformIndex + 1] : 'juejin';
generateContent(topic, platform);
FILE:optimize-title.js
#!/usr/bin/env node
/**
* 标题优化器
* 使用 AI 优化文章标题
*/
const https = require('https');
const fs = require('fs');
const path = require('path');
const CONFIG_PATH = path.join(process.env.HOME, '.openclaw', '.env');
function getApiKey() {
try {
const envContent = fs.readFileSync(CONFIG_PATH, 'utf-8');
const match = envContent.match(/DEEPSEEK_API_KEY=(.+)/);
return match ? match[1].trim() : null;
} catch {
return null;
}
}
async function callDeepSeek(prompt) {
const apiKey = getApiKey();
if (!apiKey) {
return null;
}
return new Promise((resolve, reject) => {
const data = JSON.stringify({
model: 'deepseek-chat',
messages: [{ role: 'user', content: prompt }],
temperature: 0.8
});
const options = {
hostname: 'api.deepseek.com',
port: 443,
path: '/v1/chat/completions',
method: 'POST',
headers: {
'Content-Type': 'application/json',
'Authorization': `Bearer apiKey`
}
};
const req = https.request(options, (res) => {
let body = '';
res.on('data', chunk => body += chunk);
res.on('end', () => {
try {
const json = JSON.parse(body);
resolve(json.choices[0].message.content);
} catch (e) {
reject(e);
}
});
});
req.on('error', reject);
req.write(data);
req.end();
});
}
async function optimizeTitle(originalTitle) {
console.log(`\n📊 原标题: originalTitle\n`);
const prompt = `你是一位专业的标题优化专家。请优化以下文章标题,使其更具吸引力。
原标题: originalTitle
请提供:
1. 分析原标题的问题
2. 3-5 个优化后的标题选项
3. 每个选项的优化理由
4. 推荐最佳选项
要求:
- 标题要吸引点击
- 不要过度夸张
- 适合中文社交媒体(掘金/知乎/公众号)
格式简洁清晰。`;
try {
const content = await callDeepSeek(prompt);
if (content) {
console.log(content);
console.log('\n✅ 优化完成\n');
} else {
console.log('❌ 未配置 API Key,使用默认建议\n');
console.log('优化建议:');
console.log(`1. originalTitle:完整指南(权威感)`);
console.log(`2. 我用 originalTitle,真香(故事性)`);
console.log(`3. originalTitle 实战:从入门到精通(实用性)`);
}
} catch (error) {
console.error('❌ 优化失败:', error.message);
}
}
// 解析参数
const args = process.argv.slice(2);
if (args.length === 0) {
console.log(`
📖 标题优化器
用法:
node optimize-title.js "原标题"
示例:
node optimize-title.js "DeepSeek V3 使用教程"
`);
process.exit(0);
}
optimizeTitle(args[0]);
FILE:trending.js
#!/usr/bin/env node
/**
* 热点追踪
* 从掘金、知乎等平台抓取实时热点
*/
const https = require('https');
// 掘金热榜
async function getJuejinTrending() {
return new Promise((resolve) => {
const options = {
hostname: 'api.juejin.cn',
port: 443,
path: '/recommend_api/v1/article/recommend_cate_feed',
method: 'POST',
headers: {
'Content-Type': 'application/json'
}
};
const req = https.request(options, (res) => {
let body = '';
res.on('data', chunk => body += chunk);
res.on('end', () => {
try {
const json = JSON.parse(body);
if (json.data && json.data.length > 0) {
const articles = json.data.slice(0, 5).map(item => ({
title: item.article_info.title,
hot: item.article_info.view_count || 0
}));
resolve(articles);
} else {
resolve([]);
}
} catch {
resolve([]);
}
});
});
req.on('error', () => resolve([]));
req.write(JSON.stringify({ id_type: 2, sort_type: 200, cate_id: '6809637773935378440', cursor: '0', limit: 5 }));
req.end();
});
}
// 模拟热点数据(API 可能需要登录)
const MOCK_TRENDING = {
juejin: [
{ title: 'DeepSeek V3 发布:比 GPT-4 便宜 100 倍', hot: 9800 },
{ title: 'Claude 3.7 新功能实测', hot: 7500 },
{ title: 'React 19 正式版发布', hot: 6200 },
{ title: 'Tailwind CSS v4 重构指南', hot: 5400 },
{ title: 'Node.js 23 新特性解读', hot: 4800 }
],
zhihu: [
{ title: 'AI 会取代程序员吗?', hot: 15000 },
{ title: '2026 年前端方向如何选择?', hot: 12000 },
{ title: 'DeepSeek vs GPT-4 深度对比', hot: 9800 },
{ title: 'Claude 3.7 值得用吗?', hot: 7600 },
{ title: 'Cursor 真的能提效 10x 吗?', hot: 6500 }
]
};
async function main() {
console.log('\n🔥 今日热点\n');
// 掘金
console.log('📱 掘金');
console.log('─'.repeat(40));
const juejinData = await getJuejinTrending();
const juejinList = juejinData.length > 0 ? juejinData : MOCK_TRENDING.juejin;
juejinList.forEach((item, i) => {
console.log(`i + 1. item.title`);
console.log(` 热度: item.hot.toLocaleString()`);
});
console.log();
// 知乎
console.log('📱 知乎');
console.log('─'.repeat(40));
MOCK_TRENDING.zhihu.forEach((item, i) => {
console.log(`i + 1. item.title`);
console.log(` 热度: item.hot.toLocaleString()`);
});
console.log('\n💡 建议: 选择热点话题,快速产出内容\n');
}
main();
根据项目类型、难度和市场行情,自动评估工时和风险,提供合理的国内外接单报价方案并支持合同生成。
# 接单报价计算器 Skill ## 描述 根据项目类型、难度、市场行情,自动计算最优报价。 ## 适用人群 - 自由职业者 - 独立开发者 - 接外包的程序员 - 咨询顾问 ## 功能 ### 1. 项目评估 - 技术难度(1-5 星) - 时间估算(小时) - 复杂度分析 - 风险评估 ### 2. 市场定价 - 国内市场价参考 - 海外市场价参考(美元) - 竞品价格对比 - 溢价空间分析 ### 3. 报价策略 - 时薪制 vs 项目制 - 分期付款建议 - 定金比例 - 涨价时机 ### 4. 合同生成 - 标准合同模板 - 付款条款 - 交付标准 - 违约责任 ## 使用方法 ``` 用户:客户要我做一个微信小程序,报价多少合适? Agent: 1. 询问项目细节(功能/设计/API) 2. 评估技术难度和时间 3. 查市场行情 4. 给出报价区间 5. 生成报价单 ``` ## 输出格式 ``` 💰 微信小程序报价方案 📊 项目评估: - 技术难度:⭐⭐⭐ (中等) - 预估工时:40-60 小时 - 复杂度:中等 💵 建议报价: - 基础版:¥3,000-5,000(核心功能) - 标准版:¥5,000-8,000(完整功能) - 高级版:¥8,000-15,000(定制+维护) 📈 市场参考: - 猪八戒:¥2,000-4,000 - 码市:¥5,000-10,000 - Upwork:$500-2,000 💡 报价策略: - 先报 ¥6,000 试探 - 客户还价到 ¥4,000 可接受 - ¥3,000 以下建议砍功能 📄 需要生成报价单吗? ``` ## 定价参考表 | 项目类型 | 初级报价 | 中级报价 | 高级报价 | |----------|----------|----------|----------| | 网站 | ¥2-5k | ¥5-15k | ¥15-50k | | 小程序 | ¥3-8k | ¥8-20k | ¥20-50k | | App | ¥10-30k | ¥30-100k | ¥100k+ | | API | ¥1-3k | ¥3-10k | ¥10-30k | | 爬虫 | ¥500-2k | ¥2-5k | ¥5-20k | --- **创建时间**:2026-03-12
内容变现助手 - 帮助用户通过技术内容赚钱,从选题到发布到变现的全流程指导。适合技术博主、公众号作者、掘金/知乎创作者。
--- name: content-monetization-cn version: 1.0.0 description: 内容变现助手 - 帮助用户通过技术内容赚钱,从选题到发布到变现的全流程指导。适合技术博主、公众号作者、掘金/知乎创作者。 --- # 内容变现助手 Skill ## 描述 帮助用户通过技术内容赚钱:从选题到发布到变现的全流程指导。 ## 适用人群 - 技术博主 - 公众号作者 - 掘金/知乎创作者 - 想做知识付费的人 ## 功能 ### 1. 选题推荐 - 热点追踪(HN/掘金/知乎热榜) - 关键词分析(搜索量/竞争度) - 变现潜力评估 ### 2. 内容生成 - 标题优化(点击率最大化) - 结构模板(教程/对比/案例) - SEO 优化(关键词布局) ### 3. 发布策略 - 最佳发布时间 - 平台选择建议 - 标签优化 ### 4. 变现转化 - 文末引导话术 - 私域引流方法 - 付费转化路径 ## 使用方法 ``` 用户:帮我写一篇掘金文章,主题是 OpenClaw 安装 Agent: 1. 分析热点关键词 2. 生成标题选项(3-5 个) 3. 输出文章大纲 4. 生成完整文章 5. 推荐发布时间 6. 提供变现引导话术 ``` ## 输出格式 ``` 📝 掘金文章方案 🎯 推荐标题(选一个): 1. [标题1] - 预估点击率:高 2. [标题2] - 预估点击率:中 3. [标题3] - 预估点击率:中 📊 文章结构: - 开头:[钩子] - 正文:[X 个要点] - 结尾:[引导转化] ⏰ 发布时间:[具体时间] 🏷️ 推荐标签:[标签列表] 💰 变现话术: [文末引导语] 需要我生成完整文章吗? ``` ## 收益预估 | 平台 | 浏览量 | 咨询转化 | 预估收入 | |------|--------|----------|----------| | 掘金 | 1000 | 1-3% | ¥50-150 | | 知乎 | 5000 | 0.5-1% | ¥100-250 | | 小红书 | 2000 | 2-5% | ¥100-500 | --- **创建时间**:2026-03-12
来自 Vercel 工程团队的 React 和 Next.js 性能优化指南。在编写、审查或重构 React/Next.js 代码时使用此 Skill 以确保最佳性能模式。触发于涉及 React 组件、Next.js 页面、数据获取、包优化或性能改进的任务。
---
name: vercel-react-best-practices-cn
description: |
来自 Vercel 工程团队的 React 和 Next.js 性能优化指南。在编写、审查或重构 React/Next.js 代码时使用此 Skill 以确保最佳性能模式。触发于涉及 React 组件、Next.js 页面、数据获取、包优化或性能改进的任务。
license: MIT
metadata:
author: vercel
version: "1.0.0"
language: zh-CN
---
# Vercel React 最佳实践
React 和 Next.js 应用的全面性能优化指南,由 Vercel 维护。包含 8 个类别的 64 条规则,按影响优先级排序,指导自动化重构和代码生成。
## 应用时机
在以下情况下参考这些指南:
- 编写新的 React 组件或 Next.js 页面
- 实现数据获取(客户端或服务端)
- 审查代码性能问题
- 重构现有 React/Next.js 代码
- 优化包大小或加载时间
## 按优先级分类的规则类别
| 优先级 | 类别 | 影响 | 前缀 |
|--------|------|------|------|
| 1 | 消除瀑布流 | 关键 | `async-` |
| 2 | 包大小优化 | 关键 | `bundle-` |
| 3 | 服务端性能 | 高 | `server-` |
| 4 | 客户端数据获取 | 中高 | `client-` |
| 5 | 重渲染优化 | 中 | `rerender-` |
| 6 | 渲染性能 | 中 | `rendering-` |
| 7 | JavaScript 性能 | 中低 | `js-` |
| 8 | 高级模式 | 低 | `advanced-` |
## 快速参考
### 1. 消除瀑布流(关键)
- `async-defer-await` - 将 await 移到实际使用的分支中
- `async-parallel` - 对独立操作使用 Promise.all()
- `async-dependencies` - 对部分依赖使用 better-all
- `async-api-routes` - 在 API 路由中早启动 Promise,晚 await
- `async-suspense-boundaries` - 使用 Suspense 流式传输内容
### 2. 包大小优化(关键)
- `bundle-barrel-imports` - 直接导入,避免桶文件
- `bundle-dynamic-imports` - 对重组件使用 next/dynamic
- `bundle-defer-third-party` - 水合后加载分析/日志
- `bundle-conditional` - 仅在功能激活时加载模块
- `bundle-preload` - 悬停/聚焦时预加载以提升感知速度
### 3. 服务端性能(高)
- `server-auth-actions` - 像 API 路由一样认证服务器操作
- `server-cache-react` - 使用 React.cache() 进行请求级去重
- `server-cache-lru` - 使用 LRU 缓存进行跨请求缓存
- `server-dedup-props` - 避免在 RSC props 中重复序列化
- `server-hoist-static-io` - 将静态 I/O(字体、logo)提升到模块级别
- `server-serialization` - 最小化传递给客户端组件的数据
- `server-parallel-fetching` - 重构组件以并行化获取
- `server-after-nonblocking` - 使用 after() 进行非阻塞操作
### 4. 客户端数据获取(中高)
- `client-swr-dedup` - 使用 SWR 自动去重请求
- `client-event-listeners` - 去重全局事件监听器
- `client-passive-event-listeners` - 对滚动使用被动监听器
- `client-localstorage-schema` - 版本化并最小化 localStorage 数据
### 5. 重渲染优化(中)
- `rerender-defer-reads` - 不要仅订阅回调中使用的状态
- `rerender-memo` - 将昂贵工作提取到记忆化组件中
- `rerender-memo-with-default-value` - 提升默认非原始 props
- `rerender-dependencies` - 在 effects 中使用原始依赖
- `rerender-derived-state` - 订阅派生布尔值,而非原始值
- `rerender-derived-state-no-effect` - 在渲染期间派生状态,而非 effects
- `rerender-functional-setstate` - 使用函数式 setState 获得稳定回调
- `rerender-lazy-state-init` - 为昂贵值传递函数给 useState
- `rerender-simple-expression-in-memo` - 对简单原始值避免 memo
- `rerender-split-combined-hooks` - 拆分独立依赖的 hooks
- `rerender-move-effect-to-event` - 将交互逻辑放在事件处理器中
- `rerender-transitions` - 对非紧急更新使用 startTransition
- `rerender-use-deferred-value` - 延迟昂贵渲染以保持输入响应
- `rerender-use-ref-transient-values` - 对瞬态频繁值使用 refs
- `rerender-no-inline-components` - 不要在组件内定义组件
### 6. 渲染性能(中)
- `rendering-animate-svg-wrapper` - 动画 div 包装器,而非 SVG 元素
- `rendering-content-visibility` - 对长列表使用 content-visibility
- `rendering-hoist-jsx` - 将静态 JSX 提取到组件外
- `rendering-svg-precision` - 减少 SVG 坐标精度
- `rendering-hydration-no-flicker` - 对仅客户端数据使用内联脚本
- `rendering-hydration-suppress-warning` - 抑制预期的不匹配
- `rendering-activity` - 对显示/隐藏使用 Activity 组件
- `rendering-conditional-render` - 使用三元,而非 && 条件
- `rendering-usetransition-loading` - 优先使用 useTransition 处理加载状态
- `rendering-resource-hints` - 使用 React DOM 资源提示预加载
- `rendering-script-defer-async` - 在 script 标签上使用 defer 或 async
### 7. JavaScript 性能(中低)
- `js-batch-dom-css` - 通过类或 cssText 批量更改 CSS
- `js-index-maps` - 为重复查找构建 Map
- `js-cache-property-access` - 在循环中缓存对象属性
- `js-cache-function-results` - 在模块级 Map 中缓存函数结果
- `js-cache-storage` - 缓存 localStorage/sessionStorage 读取
- `js-combine-iterations` - 将多个 filter/map 合并为一个循环
- `js-length-check-first` - 在昂贵比较前检查数组长度
- `js-early-exit` - 从函数提前返回
- `js-hoist-regexp` - 在循环外提升 RegExp 创建
- `js-min-max-loop` - 用循环求 min/max 而非 sort
- `js-set-map-lookups` - 使用 Set/Map 进行 O(1) 查找
- `js-tosorted-immutable` - 使用 toSorted() 保持不可变
- `js-flatmap-filter` - 使用 flatMap 在一次遍历中映射和过滤
### 8. 高级模式(低)
- `advanced-event-handler-refs` - 在 refs 中存储事件处理器
- `advanced-init-once` - 每次应用加载初始化一次
- `advanced-use-latest` - useLatest 获得稳定回调 refs
## 使用方法
阅读单个规则文件获取详细解释和代码示例:
```
rules/async-parallel.md
rules/bundle-barrel-imports.md
```
每个规则文件包含:
- 为什么重要的简要说明
- 错误代码示例及解释
- 正确代码示例及解释
- 额外上下文和参考
## 完整编译文档
获取包含所有规则展开的完整指南:`AGENTS.md`
---
**中文翻译版** | 原版:vercel-react-best-practices
FILE:AGENTS.md
# React Best Practices
**Version 1.0.0**
Vercel Engineering
January 2026
> **Note:**
> This document is mainly for agents and LLMs to follow when maintaining,
> generating, or refactoring React and Next.js codebases. Humans
> may also find it useful, but guidance here is optimized for automation
> and consistency by AI-assisted workflows.
---
## Abstract
Comprehensive performance optimization guide for React and Next.js applications, designed for AI agents and LLMs. Contains 40+ rules across 8 categories, prioritized by impact from critical (eliminating waterfalls, reducing bundle size) to incremental (advanced patterns). Each rule includes detailed explanations, real-world examples comparing incorrect vs. correct implementations, and specific impact metrics to guide automated refactoring and code generation.
---
## Table of Contents
1. [Eliminating Waterfalls](#1-eliminating-waterfalls) — **CRITICAL**
- 1.1 [Defer Await Until Needed](#11-defer-await-until-needed)
- 1.2 [Dependency-Based Parallelization](#12-dependency-based-parallelization)
- 1.3 [Prevent Waterfall Chains in API Routes](#13-prevent-waterfall-chains-in-api-routes)
- 1.4 [Promise.all() for Independent Operations](#14-promiseall-for-independent-operations)
- 1.5 [Strategic Suspense Boundaries](#15-strategic-suspense-boundaries)
2. [Bundle Size Optimization](#2-bundle-size-optimization) — **CRITICAL**
- 2.1 [Avoid Barrel File Imports](#21-avoid-barrel-file-imports)
- 2.2 [Conditional Module Loading](#22-conditional-module-loading)
- 2.3 [Defer Non-Critical Third-Party Libraries](#23-defer-non-critical-third-party-libraries)
- 2.4 [Dynamic Imports for Heavy Components](#24-dynamic-imports-for-heavy-components)
- 2.5 [Preload Based on User Intent](#25-preload-based-on-user-intent)
3. [Server-Side Performance](#3-server-side-performance) — **HIGH**
- 3.1 [Authenticate Server Actions Like API Routes](#31-authenticate-server-actions-like-api-routes)
- 3.2 [Avoid Duplicate Serialization in RSC Props](#32-avoid-duplicate-serialization-in-rsc-props)
- 3.3 [Cross-Request LRU Caching](#33-cross-request-lru-caching)
- 3.4 [Hoist Static I/O to Module Level](#34-hoist-static-io-to-module-level)
- 3.5 [Minimize Serialization at RSC Boundaries](#35-minimize-serialization-at-rsc-boundaries)
- 3.6 [Parallel Data Fetching with Component Composition](#36-parallel-data-fetching-with-component-composition)
- 3.7 [Per-Request Deduplication with React.cache()](#37-per-request-deduplication-with-reactcache)
- 3.8 [Use after() for Non-Blocking Operations](#38-use-after-for-non-blocking-operations)
4. [Client-Side Data Fetching](#4-client-side-data-fetching) — **MEDIUM-HIGH**
- 4.1 [Deduplicate Global Event Listeners](#41-deduplicate-global-event-listeners)
- 4.2 [Use Passive Event Listeners for Scrolling Performance](#42-use-passive-event-listeners-for-scrolling-performance)
- 4.3 [Use SWR for Automatic Deduplication](#43-use-swr-for-automatic-deduplication)
- 4.4 [Version and Minimize localStorage Data](#44-version-and-minimize-localstorage-data)
5. [Re-render Optimization](#5-re-render-optimization) — **MEDIUM**
- 5.1 [Calculate Derived State During Rendering](#51-calculate-derived-state-during-rendering)
- 5.2 [Defer State Reads to Usage Point](#52-defer-state-reads-to-usage-point)
- 5.3 [Do not wrap a simple expression with a primitive result type in useMemo](#53-do-not-wrap-a-simple-expression-with-a-primitive-result-type-in-usememo)
- 5.4 [Don't Define Components Inside Components](#54-dont-define-components-inside-components)
- 5.5 [Extract Default Non-primitive Parameter Value from Memoized Component to Constant](#55-extract-default-non-primitive-parameter-value-from-memoized-component-to-constant)
- 5.6 [Extract to Memoized Components](#56-extract-to-memoized-components)
- 5.7 [Narrow Effect Dependencies](#57-narrow-effect-dependencies)
- 5.8 [Put Interaction Logic in Event Handlers](#58-put-interaction-logic-in-event-handlers)
- 5.9 [Split Combined Hook Computations](#59-split-combined-hook-computations)
- 5.10 [Subscribe to Derived State](#510-subscribe-to-derived-state)
- 5.11 [Use Functional setState Updates](#511-use-functional-setstate-updates)
- 5.12 [Use Lazy State Initialization](#512-use-lazy-state-initialization)
- 5.13 [Use Transitions for Non-Urgent Updates](#513-use-transitions-for-non-urgent-updates)
- 5.14 [Use useDeferredValue for Expensive Derived Renders](#514-use-usedeferredvalue-for-expensive-derived-renders)
- 5.15 [Use useRef for Transient Values](#515-use-useref-for-transient-values)
6. [Rendering Performance](#6-rendering-performance) — **MEDIUM**
- 6.1 [Animate SVG Wrapper Instead of SVG Element](#61-animate-svg-wrapper-instead-of-svg-element)
- 6.2 [CSS content-visibility for Long Lists](#62-css-content-visibility-for-long-lists)
- 6.3 [Hoist Static JSX Elements](#63-hoist-static-jsx-elements)
- 6.4 [Optimize SVG Precision](#64-optimize-svg-precision)
- 6.5 [Prevent Hydration Mismatch Without Flickering](#65-prevent-hydration-mismatch-without-flickering)
- 6.6 [Suppress Expected Hydration Mismatches](#66-suppress-expected-hydration-mismatches)
- 6.7 [Use Activity Component for Show/Hide](#67-use-activity-component-for-showhide)
- 6.8 [Use defer or async on Script Tags](#68-use-defer-or-async-on-script-tags)
- 6.9 [Use Explicit Conditional Rendering](#69-use-explicit-conditional-rendering)
- 6.10 [Use React DOM Resource Hints](#610-use-react-dom-resource-hints)
- 6.11 [Use useTransition Over Manual Loading States](#611-use-usetransition-over-manual-loading-states)
7. [JavaScript Performance](#7-javascript-performance) — **LOW-MEDIUM**
- 7.1 [Avoid Layout Thrashing](#71-avoid-layout-thrashing)
- 7.2 [Build Index Maps for Repeated Lookups](#72-build-index-maps-for-repeated-lookups)
- 7.3 [Cache Property Access in Loops](#73-cache-property-access-in-loops)
- 7.4 [Cache Repeated Function Calls](#74-cache-repeated-function-calls)
- 7.5 [Cache Storage API Calls](#75-cache-storage-api-calls)
- 7.6 [Combine Multiple Array Iterations](#76-combine-multiple-array-iterations)
- 7.7 [Early Length Check for Array Comparisons](#77-early-length-check-for-array-comparisons)
- 7.8 [Early Return from Functions](#78-early-return-from-functions)
- 7.9 [Hoist RegExp Creation](#79-hoist-regexp-creation)
- 7.10 [Use flatMap to Map and Filter in One Pass](#710-use-flatmap-to-map-and-filter-in-one-pass)
- 7.11 [Use Loop for Min/Max Instead of Sort](#711-use-loop-for-minmax-instead-of-sort)
- 7.12 [Use Set/Map for O(1) Lookups](#712-use-setmap-for-o1-lookups)
- 7.13 [Use toSorted() Instead of sort() for Immutability](#713-use-tosorted-instead-of-sort-for-immutability)
8. [Advanced Patterns](#8-advanced-patterns) — **LOW**
- 8.1 [Initialize App Once, Not Per Mount](#81-initialize-app-once-not-per-mount)
- 8.2 [Store Event Handlers in Refs](#82-store-event-handlers-in-refs)
- 8.3 [useEffectEvent for Stable Callback Refs](#83-useeffectevent-for-stable-callback-refs)
---
## 1. Eliminating Waterfalls
**Impact: CRITICAL**
Waterfalls are the #1 performance killer. Each sequential await adds full network latency. Eliminating them yields the largest gains.
### 1.1 Defer Await Until Needed
**Impact: HIGH (avoids blocking unused code paths)**
Move `await` operations into the branches where they're actually used to avoid blocking code paths that don't need them.
**Incorrect: blocks both branches**
```typescript
async function handleRequest(userId: string, skipProcessing: boolean) {
const userData = await fetchUserData(userId)
if (skipProcessing) {
// Returns immediately but still waited for userData
return { skipped: true }
}
// Only this branch uses userData
return processUserData(userData)
}
```
**Correct: only blocks when needed**
```typescript
async function handleRequest(userId: string, skipProcessing: boolean) {
if (skipProcessing) {
// Returns immediately without waiting
return { skipped: true }
}
// Fetch only when needed
const userData = await fetchUserData(userId)
return processUserData(userData)
}
```
**Another example: early return optimization**
```typescript
// Incorrect: always fetches permissions
async function updateResource(resourceId: string, userId: string) {
const permissions = await fetchPermissions(userId)
const resource = await getResource(resourceId)
if (!resource) {
return { error: 'Not found' }
}
if (!permissions.canEdit) {
return { error: 'Forbidden' }
}
return await updateResourceData(resource, permissions)
}
// Correct: fetches only when needed
async function updateResource(resourceId: string, userId: string) {
const resource = await getResource(resourceId)
if (!resource) {
return { error: 'Not found' }
}
const permissions = await fetchPermissions(userId)
if (!permissions.canEdit) {
return { error: 'Forbidden' }
}
return await updateResourceData(resource, permissions)
}
```
This optimization is especially valuable when the skipped branch is frequently taken, or when the deferred operation is expensive.
### 1.2 Dependency-Based Parallelization
**Impact: CRITICAL (2-10× improvement)**
For operations with partial dependencies, use `better-all` to maximize parallelism. It automatically starts each task at the earliest possible moment.
**Incorrect: profile waits for config unnecessarily**
```typescript
const [user, config] = await Promise.all([
fetchUser(),
fetchConfig()
])
const profile = await fetchProfile(user.id)
```
**Correct: config and profile run in parallel**
```typescript
import { all } from 'better-all'
const { user, config, profile } = await all({
async user() { return fetchUser() },
async config() { return fetchConfig() },
async profile() {
return fetchProfile((await this.$.user).id)
}
})
```
**Alternative without extra dependencies:**
```typescript
const userPromise = fetchUser()
const profilePromise = userPromise.then(user => fetchProfile(user.id))
const [user, config, profile] = await Promise.all([
userPromise,
fetchConfig(),
profilePromise
])
```
We can also create all the promises first, and do `Promise.all()` at the end.
Reference: [https://github.com/shuding/better-all](https://github.com/shuding/better-all)
### 1.3 Prevent Waterfall Chains in API Routes
**Impact: CRITICAL (2-10× improvement)**
In API routes and Server Actions, start independent operations immediately, even if you don't await them yet.
**Incorrect: config waits for auth, data waits for both**
```typescript
export async function GET(request: Request) {
const session = await auth()
const config = await fetchConfig()
const data = await fetchData(session.user.id)
return Response.json({ data, config })
}
```
**Correct: auth and config start immediately**
```typescript
export async function GET(request: Request) {
const sessionPromise = auth()
const configPromise = fetchConfig()
const session = await sessionPromise
const [config, data] = await Promise.all([
configPromise,
fetchData(session.user.id)
])
return Response.json({ data, config })
}
```
For operations with more complex dependency chains, use `better-all` to automatically maximize parallelism (see Dependency-Based Parallelization).
### 1.4 Promise.all() for Independent Operations
**Impact: CRITICAL (2-10× improvement)**
When async operations have no interdependencies, execute them concurrently using `Promise.all()`.
**Incorrect: sequential execution, 3 round trips**
```typescript
const user = await fetchUser()
const posts = await fetchPosts()
const comments = await fetchComments()
```
**Correct: parallel execution, 1 round trip**
```typescript
const [user, posts, comments] = await Promise.all([
fetchUser(),
fetchPosts(),
fetchComments()
])
```
### 1.5 Strategic Suspense Boundaries
**Impact: HIGH (faster initial paint)**
Instead of awaiting data in async components before returning JSX, use Suspense boundaries to show the wrapper UI faster while data loads.
**Incorrect: wrapper blocked by data fetching**
```tsx
async function Page() {
const data = await fetchData() // Blocks entire page
return (
<div>
<div>Sidebar</div>
<div>Header</div>
<div>
<DataDisplay data={data} />
</div>
<div>Footer</div>
</div>
)
}
```
The entire layout waits for data even though only the middle section needs it.
**Correct: wrapper shows immediately, data streams in**
```tsx
function Page() {
return (
<div>
<div>Sidebar</div>
<div>Header</div>
<div>
<Suspense fallback={<Skeleton />}>
<DataDisplay />
</Suspense>
</div>
<div>Footer</div>
</div>
)
}
async function DataDisplay() {
const data = await fetchData() // Only blocks this component
return <div>{data.content}</div>
}
```
Sidebar, Header, and Footer render immediately. Only DataDisplay waits for data.
**Alternative: share promise across components**
```tsx
function Page() {
// Start fetch immediately, but don't await
const dataPromise = fetchData()
return (
<div>
<div>Sidebar</div>
<div>Header</div>
<Suspense fallback={<Skeleton />}>
<DataDisplay dataPromise={dataPromise} />
<DataSummary dataPromise={dataPromise} />
</Suspense>
<div>Footer</div>
</div>
)
}
function DataDisplay({ dataPromise }: { dataPromise: Promise<Data> }) {
const data = use(dataPromise) // Unwraps the promise
return <div>{data.content}</div>
}
function DataSummary({ dataPromise }: { dataPromise: Promise<Data> }) {
const data = use(dataPromise) // Reuses the same promise
return <div>{data.summary}</div>
}
```
Both components share the same promise, so only one fetch occurs. Layout renders immediately while both components wait together.
**When NOT to use this pattern:**
- Critical data needed for layout decisions (affects positioning)
- SEO-critical content above the fold
- Small, fast queries where suspense overhead isn't worth it
- When you want to avoid layout shift (loading → content jump)
**Trade-off:** Faster initial paint vs potential layout shift. Choose based on your UX priorities.
---
## 2. Bundle Size Optimization
**Impact: CRITICAL**
Reducing initial bundle size improves Time to Interactive and Largest Contentful Paint.
### 2.1 Avoid Barrel File Imports
**Impact: CRITICAL (200-800ms import cost, slow builds)**
Import directly from source files instead of barrel files to avoid loading thousands of unused modules. **Barrel files** are entry points that re-export multiple modules (e.g., `index.js` that does `export * from './module'`).
Popular icon and component libraries can have **up to 10,000 re-exports** in their entry file. For many React packages, **it takes 200-800ms just to import them**, affecting both development speed and production cold starts.
**Why tree-shaking doesn't help:** When a library is marked as external (not bundled), the bundler can't optimize it. If you bundle it to enable tree-shaking, builds become substantially slower analyzing the entire module graph.
**Incorrect: imports entire library**
```tsx
import { Check, X, Menu } from 'lucide-react'
// Loads 1,583 modules, takes ~2.8s extra in dev
// Runtime cost: 200-800ms on every cold start
import { Button, TextField } from '@mui/material'
// Loads 2,225 modules, takes ~4.2s extra in dev
```
**Correct: imports only what you need**
```tsx
import Check from 'lucide-react/dist/esm/icons/check'
import X from 'lucide-react/dist/esm/icons/x'
import Menu from 'lucide-react/dist/esm/icons/menu'
// Loads only 3 modules (~2KB vs ~1MB)
import Button from '@mui/material/Button'
import TextField from '@mui/material/TextField'
// Loads only what you use
```
**Alternative: Next.js 13.5+**
```js
// next.config.js - use optimizePackageImports
module.exports = {
experimental: {
optimizePackageImports: ['lucide-react', '@mui/material']
}
}
// Then you can keep the ergonomic barrel imports:
import { Check, X, Menu } from 'lucide-react'
// Automatically transformed to direct imports at build time
```
Direct imports provide 15-70% faster dev boot, 28% faster builds, 40% faster cold starts, and significantly faster HMR.
Libraries commonly affected: `lucide-react`, `@mui/material`, `@mui/icons-material`, `@tabler/icons-react`, `react-icons`, `@headlessui/react`, `@radix-ui/react-*`, `lodash`, `ramda`, `date-fns`, `rxjs`, `react-use`.
Reference: [https://vercel.com/blog/how-we-optimized-package-imports-in-next-js](https://vercel.com/blog/how-we-optimized-package-imports-in-next-js)
### 2.2 Conditional Module Loading
**Impact: HIGH (loads large data only when needed)**
Load large data or modules only when a feature is activated.
**Example: lazy-load animation frames**
```tsx
function AnimationPlayer({ enabled, setEnabled }: { enabled: boolean; setEnabled: React.Dispatch<React.SetStateAction<boolean>> }) {
const [frames, setFrames] = useState<Frame[] | null>(null)
useEffect(() => {
if (enabled && !frames && typeof window !== 'undefined') {
import('./animation-frames.js')
.then(mod => setFrames(mod.frames))
.catch(() => setEnabled(false))
}
}, [enabled, frames, setEnabled])
if (!frames) return <Skeleton />
return <Canvas frames={frames} />
}
```
The `typeof window !== 'undefined'` check prevents bundling this module for SSR, optimizing server bundle size and build speed.
### 2.3 Defer Non-Critical Third-Party Libraries
**Impact: MEDIUM (loads after hydration)**
Analytics, logging, and error tracking don't block user interaction. Load them after hydration.
**Incorrect: blocks initial bundle**
```tsx
import { Analytics } from '@vercel/analytics/react'
export default function RootLayout({ children }) {
return (
<html>
<body>
{children}
<Analytics />
</body>
</html>
)
}
```
**Correct: loads after hydration**
```tsx
import dynamic from 'next/dynamic'
const Analytics = dynamic(
() => import('@vercel/analytics/react').then(m => m.Analytics),
{ ssr: false }
)
export default function RootLayout({ children }) {
return (
<html>
<body>
{children}
<Analytics />
</body>
</html>
)
}
```
### 2.4 Dynamic Imports for Heavy Components
**Impact: CRITICAL (directly affects TTI and LCP)**
Use `next/dynamic` to lazy-load large components not needed on initial render.
**Incorrect: Monaco bundles with main chunk ~300KB**
```tsx
import { MonacoEditor } from './monaco-editor'
function CodePanel({ code }: { code: string }) {
return <MonacoEditor value={code} />
}
```
**Correct: Monaco loads on demand**
```tsx
import dynamic from 'next/dynamic'
const MonacoEditor = dynamic(
() => import('./monaco-editor').then(m => m.MonacoEditor),
{ ssr: false }
)
function CodePanel({ code }: { code: string }) {
return <MonacoEditor value={code} />
}
```
### 2.5 Preload Based on User Intent
**Impact: MEDIUM (reduces perceived latency)**
Preload heavy bundles before they're needed to reduce perceived latency.
**Example: preload on hover/focus**
```tsx
function EditorButton({ onClick }: { onClick: () => void }) {
const preload = () => {
if (typeof window !== 'undefined') {
void import('./monaco-editor')
}
}
return (
<button
onMouseEnter={preload}
onFocus={preload}
onClick={onClick}
>
Open Editor
</button>
)
}
```
**Example: preload when feature flag is enabled**
```tsx
function FlagsProvider({ children, flags }: Props) {
useEffect(() => {
if (flags.editorEnabled && typeof window !== 'undefined') {
void import('./monaco-editor').then(mod => mod.init())
}
}, [flags.editorEnabled])
return <FlagsContext.Provider value={flags}>
{children}
</FlagsContext.Provider>
}
```
The `typeof window !== 'undefined'` check prevents bundling preloaded modules for SSR, optimizing server bundle size and build speed.
---
## 3. Server-Side Performance
**Impact: HIGH**
Optimizing server-side rendering and data fetching eliminates server-side waterfalls and reduces response times.
### 3.1 Authenticate Server Actions Like API Routes
**Impact: CRITICAL (prevents unauthorized access to server mutations)**
Server Actions (functions with `"use server"`) are exposed as public endpoints, just like API routes. Always verify authentication and authorization **inside** each Server Action—do not rely solely on middleware, layout guards, or page-level checks, as Server Actions can be invoked directly.
Next.js documentation explicitly states: "Treat Server Actions with the same security considerations as public-facing API endpoints, and verify if the user is allowed to perform a mutation."
**Incorrect: no authentication check**
```typescript
'use server'
export async function deleteUser(userId: string) {
// Anyone can call this! No auth check
await db.user.delete({ where: { id: userId } })
return { success: true }
}
```
**Correct: authentication inside the action**
```typescript
'use server'
import { verifySession } from '@/lib/auth'
import { unauthorized } from '@/lib/errors'
export async function deleteUser(userId: string) {
// Always check auth inside the action
const session = await verifySession()
if (!session) {
throw unauthorized('Must be logged in')
}
// Check authorization too
if (session.user.role !== 'admin' && session.user.id !== userId) {
throw unauthorized('Cannot delete other users')
}
await db.user.delete({ where: { id: userId } })
return { success: true }
}
```
**With input validation:**
```typescript
'use server'
import { verifySession } from '@/lib/auth'
import { z } from 'zod'
const updateProfileSchema = z.object({
userId: z.string().uuid(),
name: z.string().min(1).max(100),
email: z.string().email()
})
export async function updateProfile(data: unknown) {
// Validate input first
const validated = updateProfileSchema.parse(data)
// Then authenticate
const session = await verifySession()
if (!session) {
throw new Error('Unauthorized')
}
// Then authorize
if (session.user.id !== validated.userId) {
throw new Error('Can only update own profile')
}
// Finally perform the mutation
await db.user.update({
where: { id: validated.userId },
data: {
name: validated.name,
email: validated.email
}
})
return { success: true }
}
```
Reference: [https://nextjs.org/docs/app/guides/authentication](https://nextjs.org/docs/app/guides/authentication)
### 3.2 Avoid Duplicate Serialization in RSC Props
**Impact: LOW (reduces network payload by avoiding duplicate serialization)**
RSC→client serialization deduplicates by object reference, not value. Same reference = serialized once; new reference = serialized again. Do transformations (`.toSorted()`, `.filter()`, `.map()`) in client, not server.
**Incorrect: duplicates array**
```tsx
// RSC: sends 6 strings (2 arrays × 3 items)
<ClientList usernames={usernames} usernamesOrdered={usernames.toSorted()} />
```
**Correct: sends 3 strings**
```tsx
// RSC: send once
<ClientList usernames={usernames} />
// Client: transform there
'use client'
const sorted = useMemo(() => [...usernames].sort(), [usernames])
```
**Nested deduplication behavior:**
```tsx
// string[] - duplicates everything
usernames={['a','b']} sorted={usernames.toSorted()} // sends 4 strings
// object[] - duplicates array structure only
users={[{id:1},{id:2}]} sorted={users.toSorted()} // sends 2 arrays + 2 unique objects (not 4)
```
Deduplication works recursively. Impact varies by data type:
- `string[]`, `number[]`, `boolean[]`: **HIGH impact** - array + all primitives fully duplicated
- `object[]`: **LOW impact** - array duplicated, but nested objects deduplicated by reference
**Operations breaking deduplication: create new references**
- Arrays: `.toSorted()`, `.filter()`, `.map()`, `.slice()`, `[...arr]`
- Objects: `{...obj}`, `Object.assign()`, `structuredClone()`, `JSON.parse(JSON.stringify())`
**More examples:**
```tsx
// ❌ Bad
<C users={users} active={users.filter(u => u.active)} />
<C product={product} productName={product.name} />
// ✅ Good
<C users={users} />
<C product={product} />
// Do filtering/destructuring in client
```
**Exception:** Pass derived data when transformation is expensive or client doesn't need original.
### 3.3 Cross-Request LRU Caching
**Impact: HIGH (caches across requests)**
`React.cache()` only works within one request. For data shared across sequential requests (user clicks button A then button B), use an LRU cache.
**Implementation:**
```typescript
import { LRUCache } from 'lru-cache'
const cache = new LRUCache<string, any>({
max: 1000,
ttl: 5 * 60 * 1000 // 5 minutes
})
export async function getUser(id: string) {
const cached = cache.get(id)
if (cached) return cached
const user = await db.user.findUnique({ where: { id } })
cache.set(id, user)
return user
}
// Request 1: DB query, result cached
// Request 2: cache hit, no DB query
```
Use when sequential user actions hit multiple endpoints needing the same data within seconds.
**With Vercel's [Fluid Compute](https://vercel.com/docs/fluid-compute):** LRU caching is especially effective because multiple concurrent requests can share the same function instance and cache. This means the cache persists across requests without needing external storage like Redis.
**In traditional serverless:** Each invocation runs in isolation, so consider Redis for cross-process caching.
Reference: [https://github.com/isaacs/node-lru-cache](https://github.com/isaacs/node-lru-cache)
### 3.4 Hoist Static I/O to Module Level
**Impact: HIGH (avoids repeated file/network I/O per request)**
When loading static assets (fonts, logos, images, config files) in route handlers or server functions, hoist the I/O operation to module level. Module-level code runs once when the module is first imported, not on every request. This eliminates redundant file system reads or network fetches that would otherwise run on every invocation.
**Incorrect: reads font file on every request**
**Correct: loads once at module initialization**
**Alternative: synchronous file reads with Node.js fs**
**General Node.js example: loading config or templates**
**When to use this pattern:**
- Loading fonts for OG image generation
- Loading static logos, icons, or watermarks
- Reading configuration files that don't change at runtime
- Loading email templates or other static templates
- Any static asset that's the same across all requests
**When NOT to use this pattern:**
- Assets that vary per request or user
- Files that may change during runtime (use caching with TTL instead)
- Large files that would consume too much memory if kept loaded
- Sensitive data that shouldn't persist in memory
**With Vercel's [Fluid Compute](https://vercel.com/docs/fluid-compute):** Module-level caching is especially effective because multiple concurrent requests share the same function instance. The static assets stay loaded in memory across requests without cold start penalties.
**In traditional serverless:** Each cold start re-executes module-level code, but subsequent warm invocations reuse the loaded assets until the instance is recycled.
### 3.5 Minimize Serialization at RSC Boundaries
**Impact: HIGH (reduces data transfer size)**
The React Server/Client boundary serializes all object properties into strings and embeds them in the HTML response and subsequent RSC requests. This serialized data directly impacts page weight and load time, so **size matters a lot**. Only pass fields that the client actually uses.
**Incorrect: serializes all 50 fields**
```tsx
async function Page() {
const user = await fetchUser() // 50 fields
return <Profile user={user} />
}
'use client'
function Profile({ user }: { user: User }) {
return <div>{user.name}</div> // uses 1 field
}
```
**Correct: serializes only 1 field**
```tsx
async function Page() {
const user = await fetchUser()
return <Profile name={user.name} />
}
'use client'
function Profile({ name }: { name: string }) {
return <div>{name}</div>
}
```
### 3.6 Parallel Data Fetching with Component Composition
**Impact: CRITICAL (eliminates server-side waterfalls)**
React Server Components execute sequentially within a tree. Restructure with composition to parallelize data fetching.
**Incorrect: Sidebar waits for Page's fetch to complete**
```tsx
export default async function Page() {
const header = await fetchHeader()
return (
<div>
<div>{header}</div>
<Sidebar />
</div>
)
}
async function Sidebar() {
const items = await fetchSidebarItems()
return <nav>{items.map(renderItem)}</nav>
}
```
**Correct: both fetch simultaneously**
```tsx
async function Header() {
const data = await fetchHeader()
return <div>{data}</div>
}
async function Sidebar() {
const items = await fetchSidebarItems()
return <nav>{items.map(renderItem)}</nav>
}
export default function Page() {
return (
<div>
<Header />
<Sidebar />
</div>
)
}
```
**Alternative with children prop:**
```tsx
async function Header() {
const data = await fetchHeader()
return <div>{data}</div>
}
async function Sidebar() {
const items = await fetchSidebarItems()
return <nav>{items.map(renderItem)}</nav>
}
function Layout({ children }: { children: ReactNode }) {
return (
<div>
<Header />
{children}
</div>
)
}
export default function Page() {
return (
<Layout>
<Sidebar />
</Layout>
)
}
```
### 3.7 Per-Request Deduplication with React.cache()
**Impact: MEDIUM (deduplicates within request)**
Use `React.cache()` for server-side request deduplication. Authentication and database queries benefit most.
**Usage:**
```typescript
import { cache } from 'react'
export const getCurrentUser = cache(async () => {
const session = await auth()
if (!session?.user?.id) return null
return await db.user.findUnique({
where: { id: session.user.id }
})
})
```
Within a single request, multiple calls to `getCurrentUser()` execute the query only once.
**Avoid inline objects as arguments:**
`React.cache()` uses shallow equality (`Object.is`) to determine cache hits. Inline objects create new references each call, preventing cache hits.
**Incorrect: always cache miss**
```typescript
const getUser = cache(async (params: { uid: number }) => {
return await db.user.findUnique({ where: { id: params.uid } })
})
// Each call creates new object, never hits cache
getUser({ uid: 1 })
getUser({ uid: 1 }) // Cache miss, runs query again
```
**Correct: cache hit**
```typescript
const params = { uid: 1 }
getUser(params) // Query runs
getUser(params) // Cache hit (same reference)
```
If you must pass objects, pass the same reference:
**Next.js-Specific Note:**
In Next.js, the `fetch` API is automatically extended with request memoization. Requests with the same URL and options are automatically deduplicated within a single request, so you don't need `React.cache()` for `fetch` calls. However, `React.cache()` is still essential for other async tasks:
- Database queries (Prisma, Drizzle, etc.)
- Heavy computations
- Authentication checks
- File system operations
- Any non-fetch async work
Use `React.cache()` to deduplicate these operations across your component tree.
Reference: [https://react.dev/reference/react/cache](https://react.dev/reference/react/cache)
### 3.8 Use after() for Non-Blocking Operations
**Impact: MEDIUM (faster response times)**
Use Next.js's `after()` to schedule work that should execute after a response is sent. This prevents logging, analytics, and other side effects from blocking the response.
**Incorrect: blocks response**
```tsx
import { logUserAction } from '@/app/utils'
export async function POST(request: Request) {
// Perform mutation
await updateDatabase(request)
// Logging blocks the response
const userAgent = request.headers.get('user-agent') || 'unknown'
await logUserAction({ userAgent })
return new Response(JSON.stringify({ status: 'success' }), {
status: 200,
headers: { 'Content-Type': 'application/json' }
})
}
```
**Correct: non-blocking**
```tsx
import { after } from 'next/server'
import { headers, cookies } from 'next/headers'
import { logUserAction } from '@/app/utils'
export async function POST(request: Request) {
// Perform mutation
await updateDatabase(request)
// Log after response is sent
after(async () => {
const userAgent = (await headers()).get('user-agent') || 'unknown'
const sessionCookie = (await cookies()).get('session-id')?.value || 'anonymous'
logUserAction({ sessionCookie, userAgent })
})
return new Response(JSON.stringify({ status: 'success' }), {
status: 200,
headers: { 'Content-Type': 'application/json' }
})
}
```
The response is sent immediately while logging happens in the background.
**Common use cases:**
- Analytics tracking
- Audit logging
- Sending notifications
- Cache invalidation
- Cleanup tasks
**Important notes:**
- `after()` runs even if the response fails or redirects
- Works in Server Actions, Route Handlers, and Server Components
Reference: [https://nextjs.org/docs/app/api-reference/functions/after](https://nextjs.org/docs/app/api-reference/functions/after)
---
## 4. Client-Side Data Fetching
**Impact: MEDIUM-HIGH**
Automatic deduplication and efficient data fetching patterns reduce redundant network requests.
### 4.1 Deduplicate Global Event Listeners
**Impact: LOW (single listener for N components)**
Use `useSWRSubscription()` to share global event listeners across component instances.
**Incorrect: N instances = N listeners**
```tsx
function useKeyboardShortcut(key: string, callback: () => void) {
useEffect(() => {
const handler = (e: KeyboardEvent) => {
if (e.metaKey && e.key === key) {
callback()
}
}
window.addEventListener('keydown', handler)
return () => window.removeEventListener('keydown', handler)
}, [key, callback])
}
```
When using the `useKeyboardShortcut` hook multiple times, each instance will register a new listener.
**Correct: N instances = 1 listener**
```tsx
import useSWRSubscription from 'swr/subscription'
// Module-level Map to track callbacks per key
const keyCallbacks = new Map<string, Set<() => void>>()
function useKeyboardShortcut(key: string, callback: () => void) {
// Register this callback in the Map
useEffect(() => {
if (!keyCallbacks.has(key)) {
keyCallbacks.set(key, new Set())
}
keyCallbacks.get(key)!.add(callback)
return () => {
const set = keyCallbacks.get(key)
if (set) {
set.delete(callback)
if (set.size === 0) {
keyCallbacks.delete(key)
}
}
}
}, [key, callback])
useSWRSubscription('global-keydown', () => {
const handler = (e: KeyboardEvent) => {
if (e.metaKey && keyCallbacks.has(e.key)) {
keyCallbacks.get(e.key)!.forEach(cb => cb())
}
}
window.addEventListener('keydown', handler)
return () => window.removeEventListener('keydown', handler)
})
}
function Profile() {
// Multiple shortcuts will share the same listener
useKeyboardShortcut('p', () => { /* ... */ })
useKeyboardShortcut('k', () => { /* ... */ })
// ...
}
```
### 4.2 Use Passive Event Listeners for Scrolling Performance
**Impact: MEDIUM (eliminates scroll delay caused by event listeners)**
Add `{ passive: true }` to touch and wheel event listeners to enable immediate scrolling. Browsers normally wait for listeners to finish to check if `preventDefault()` is called, causing scroll delay.
**Incorrect:**
```typescript
useEffect(() => {
const handleTouch = (e: TouchEvent) => console.log(e.touches[0].clientX)
const handleWheel = (e: WheelEvent) => console.log(e.deltaY)
document.addEventListener('touchstart', handleTouch)
document.addEventListener('wheel', handleWheel)
return () => {
document.removeEventListener('touchstart', handleTouch)
document.removeEventListener('wheel', handleWheel)
}
}, [])
```
**Correct:**
```typescript
useEffect(() => {
const handleTouch = (e: TouchEvent) => console.log(e.touches[0].clientX)
const handleWheel = (e: WheelEvent) => console.log(e.deltaY)
document.addEventListener('touchstart', handleTouch, { passive: true })
document.addEventListener('wheel', handleWheel, { passive: true })
return () => {
document.removeEventListener('touchstart', handleTouch)
document.removeEventListener('wheel', handleWheel)
}
}, [])
```
**Use passive when:** tracking/analytics, logging, any listener that doesn't call `preventDefault()`.
**Don't use passive when:** implementing custom swipe gestures, custom zoom controls, or any listener that needs `preventDefault()`.
### 4.3 Use SWR for Automatic Deduplication
**Impact: MEDIUM-HIGH (automatic deduplication)**
SWR enables request deduplication, caching, and revalidation across component instances.
**Incorrect: no deduplication, each instance fetches**
```tsx
function UserList() {
const [users, setUsers] = useState([])
useEffect(() => {
fetch('/api/users')
.then(r => r.json())
.then(setUsers)
}, [])
}
```
**Correct: multiple instances share one request**
```tsx
import useSWR from 'swr'
function UserList() {
const { data: users } = useSWR('/api/users', fetcher)
}
```
**For immutable data:**
```tsx
import { useImmutableSWR } from '@/lib/swr'
function StaticContent() {
const { data } = useImmutableSWR('/api/config', fetcher)
}
```
**For mutations:**
```tsx
import { useSWRMutation } from 'swr/mutation'
function UpdateButton() {
const { trigger } = useSWRMutation('/api/user', updateUser)
return <button onClick={() => trigger()}>Update</button>
}
```
Reference: [https://swr.vercel.app](https://swr.vercel.app)
### 4.4 Version and Minimize localStorage Data
**Impact: MEDIUM (prevents schema conflicts, reduces storage size)**
Add version prefix to keys and store only needed fields. Prevents schema conflicts and accidental storage of sensitive data.
**Incorrect:**
```typescript
// No version, stores everything, no error handling
localStorage.setItem('userConfig', JSON.stringify(fullUserObject))
const data = localStorage.getItem('userConfig')
```
**Correct:**
```typescript
const VERSION = 'v2'
function saveConfig(config: { theme: string; language: string }) {
try {
localStorage.setItem(`userConfig:VERSION`, JSON.stringify(config))
} catch {
// Throws in incognito/private browsing, quota exceeded, or disabled
}
}
function loadConfig() {
try {
const data = localStorage.getItem(`userConfig:VERSION`)
return data ? JSON.parse(data) : null
} catch {
return null
}
}
// Migration from v1 to v2
function migrate() {
try {
const v1 = localStorage.getItem('userConfig:v1')
if (v1) {
const old = JSON.parse(v1)
saveConfig({ theme: old.darkMode ? 'dark' : 'light', language: old.lang })
localStorage.removeItem('userConfig:v1')
}
} catch {}
}
```
**Store minimal fields from server responses:**
```typescript
// User object has 20+ fields, only store what UI needs
function cachePrefs(user: FullUser) {
try {
localStorage.setItem('prefs:v1', JSON.stringify({
theme: user.preferences.theme,
notifications: user.preferences.notifications
}))
} catch {}
}
```
**Always wrap in try-catch:** `getItem()` and `setItem()` throw in incognito/private browsing (Safari, Firefox), when quota exceeded, or when disabled.
**Benefits:** Schema evolution via versioning, reduced storage size, prevents storing tokens/PII/internal flags.
---
## 5. Re-render Optimization
**Impact: MEDIUM**
Reducing unnecessary re-renders minimizes wasted computation and improves UI responsiveness.
### 5.1 Calculate Derived State During Rendering
**Impact: MEDIUM (avoids redundant renders and state drift)**
If a value can be computed from current props/state, do not store it in state or update it in an effect. Derive it during render to avoid extra renders and state drift. Do not set state in effects solely in response to prop changes; prefer derived values or keyed resets instead.
**Incorrect: redundant state and effect**
```tsx
function Form() {
const [firstName, setFirstName] = useState('First')
const [lastName, setLastName] = useState('Last')
const [fullName, setFullName] = useState('')
useEffect(() => {
setFullName(firstName + ' ' + lastName)
}, [firstName, lastName])
return <p>{fullName}</p>
}
```
**Correct: derive during render**
```tsx
function Form() {
const [firstName, setFirstName] = useState('First')
const [lastName, setLastName] = useState('Last')
const fullName = firstName + ' ' + lastName
return <p>{fullName}</p>
}
```
Reference: [https://react.dev/learn/you-might-not-need-an-effect](https://react.dev/learn/you-might-not-need-an-effect)
### 5.2 Defer State Reads to Usage Point
**Impact: MEDIUM (avoids unnecessary subscriptions)**
Don't subscribe to dynamic state (searchParams, localStorage) if you only read it inside callbacks.
**Incorrect: subscribes to all searchParams changes**
```tsx
function ShareButton({ chatId }: { chatId: string }) {
const searchParams = useSearchParams()
const handleShare = () => {
const ref = searchParams.get('ref')
shareChat(chatId, { ref })
}
return <button onClick={handleShare}>Share</button>
}
```
**Correct: reads on demand, no subscription**
```tsx
function ShareButton({ chatId }: { chatId: string }) {
const handleShare = () => {
const params = new URLSearchParams(window.location.search)
const ref = params.get('ref')
shareChat(chatId, { ref })
}
return <button onClick={handleShare}>Share</button>
}
```
### 5.3 Do not wrap a simple expression with a primitive result type in useMemo
**Impact: LOW-MEDIUM (wasted computation on every render)**
When an expression is simple (few logical or arithmetical operators) and has a primitive result type (boolean, number, string), do not wrap it in `useMemo`.
Calling `useMemo` and comparing hook dependencies may consume more resources than the expression itself.
**Incorrect:**
```tsx
function Header({ user, notifications }: Props) {
const isLoading = useMemo(() => {
return user.isLoading || notifications.isLoading
}, [user.isLoading, notifications.isLoading])
if (isLoading) return <Skeleton />
// return some markup
}
```
**Correct:**
```tsx
function Header({ user, notifications }: Props) {
const isLoading = user.isLoading || notifications.isLoading
if (isLoading) return <Skeleton />
// return some markup
}
```
### 5.4 Don't Define Components Inside Components
**Impact: HIGH (prevents remount on every render)**
Defining a component inside another component creates a new component type on every render. React sees a different component each time and fully remounts it, destroying all state and DOM.
A common reason developers do this is to access parent variables without passing props. Always pass props instead.
**Incorrect: remounts on every render**
```tsx
function UserProfile({ user, theme }) {
// Defined inside to access `theme` - BAD
const Avatar = () => (
<img
src={user.avatarUrl}
className={theme === 'dark' ? 'avatar-dark' : 'avatar-light'}
/>
)
// Defined inside to access `user` - BAD
const Stats = () => (
<div>
<span>{user.followers} followers</span>
<span>{user.posts} posts</span>
</div>
)
return (
<div>
<Avatar />
<Stats />
</div>
)
}
```
Every time `UserProfile` renders, `Avatar` and `Stats` are new component types. React unmounts the old instances and mounts new ones, losing any internal state, running effects again, and recreating DOM nodes.
**Correct: pass props instead**
```tsx
function Avatar({ src, theme }: { src: string; theme: string }) {
return (
<img
src={src}
className={theme === 'dark' ? 'avatar-dark' : 'avatar-light'}
/>
)
}
function Stats({ followers, posts }: { followers: number; posts: number }) {
return (
<div>
<span>{followers} followers</span>
<span>{posts} posts</span>
</div>
)
}
function UserProfile({ user, theme }) {
return (
<div>
<Avatar src={user.avatarUrl} theme={theme} />
<Stats followers={user.followers} posts={user.posts} />
</div>
)
}
```
**Symptoms of this bug:**
- Input fields lose focus on every keystroke
- Animations restart unexpectedly
- `useEffect` cleanup/setup runs on every parent render
- Scroll position resets inside the component
### 5.5 Extract Default Non-primitive Parameter Value from Memoized Component to Constant
**Impact: MEDIUM (restores memoization by using a constant for default value)**
When memoized component has a default value for some non-primitive optional parameter, such as an array, function, or object, calling the component without that parameter results in broken memoization. This is because new value instances are created on every rerender, and they do not pass strict equality comparison in `memo()`.
To address this issue, extract the default value into a constant.
**Incorrect: `onClick` has different values on every rerender**
```tsx
const UserAvatar = memo(function UserAvatar({ onClick = () => {} }: { onClick?: () => void }) {
// ...
})
// Used without optional onClick
<UserAvatar />
```
**Correct: stable default value**
```tsx
const NOOP = () => {};
const UserAvatar = memo(function UserAvatar({ onClick = NOOP }: { onClick?: () => void }) {
// ...
})
// Used without optional onClick
<UserAvatar />
```
### 5.6 Extract to Memoized Components
**Impact: MEDIUM (enables early returns)**
Extract expensive work into memoized components to enable early returns before computation.
**Incorrect: computes avatar even when loading**
```tsx
function Profile({ user, loading }: Props) {
const avatar = useMemo(() => {
const id = computeAvatarId(user)
return <Avatar id={id} />
}, [user])
if (loading) return <Skeleton />
return <div>{avatar}</div>
}
```
**Correct: skips computation when loading**
```tsx
const UserAvatar = memo(function UserAvatar({ user }: { user: User }) {
const id = useMemo(() => computeAvatarId(user), [user])
return <Avatar id={id} />
})
function Profile({ user, loading }: Props) {
if (loading) return <Skeleton />
return (
<div>
<UserAvatar user={user} />
</div>
)
}
```
**Note:** If your project has [React Compiler](https://react.dev/learn/react-compiler) enabled, manual memoization with `memo()` and `useMemo()` is not necessary. The compiler automatically optimizes re-renders.
### 5.7 Narrow Effect Dependencies
**Impact: LOW (minimizes effect re-runs)**
Specify primitive dependencies instead of objects to minimize effect re-runs.
**Incorrect: re-runs on any user field change**
```tsx
useEffect(() => {
console.log(user.id)
}, [user])
```
**Correct: re-runs only when id changes**
```tsx
useEffect(() => {
console.log(user.id)
}, [user.id])
```
**For derived state, compute outside effect:**
```tsx
// Incorrect: runs on width=767, 766, 765...
useEffect(() => {
if (width < 768) {
enableMobileMode()
}
}, [width])
// Correct: runs only on boolean transition
const isMobile = width < 768
useEffect(() => {
if (isMobile) {
enableMobileMode()
}
}, [isMobile])
```
### 5.8 Put Interaction Logic in Event Handlers
**Impact: MEDIUM (avoids effect re-runs and duplicate side effects)**
If a side effect is triggered by a specific user action (submit, click, drag), run it in that event handler. Do not model the action as state + effect; it makes effects re-run on unrelated changes and can duplicate the action.
**Incorrect: event modeled as state + effect**
```tsx
function Form() {
const [submitted, setSubmitted] = useState(false)
const theme = useContext(ThemeContext)
useEffect(() => {
if (submitted) {
post('/api/register')
showToast('Registered', theme)
}
}, [submitted, theme])
return <button onClick={() => setSubmitted(true)}>Submit</button>
}
```
**Correct: do it in the handler**
```tsx
function Form() {
const theme = useContext(ThemeContext)
function handleSubmit() {
post('/api/register')
showToast('Registered', theme)
}
return <button onClick={handleSubmit}>Submit</button>
}
```
Reference: [https://react.dev/learn/removing-effect-dependencies#should-this-code-move-to-an-event-handler](https://react.dev/learn/removing-effect-dependencies#should-this-code-move-to-an-event-handler)
### 5.9 Split Combined Hook Computations
**Impact: MEDIUM (avoids recomputing independent steps)**
When a hook contains multiple independent tasks with different dependencies, split them into separate hooks. A combined hook reruns all tasks when any dependency changes, even if some tasks don't use the changed value.
**Incorrect: changing `sortOrder` recomputes filtering**
```tsx
const sortedProducts = useMemo(() => {
const filtered = products.filter((p) => p.category === category)
const sorted = filtered.toSorted((a, b) =>
sortOrder === "asc" ? a.price - b.price : b.price - a.price
)
return sorted
}, [products, category, sortOrder])
```
**Correct: filtering only recomputes when products or category change**
```tsx
const filteredProducts = useMemo(
() => products.filter((p) => p.category === category),
[products, category]
)
const sortedProducts = useMemo(
() =>
filteredProducts.toSorted((a, b) =>
sortOrder === "asc" ? a.price - b.price : b.price - a.price
),
[filteredProducts, sortOrder]
)
```
This pattern also applies to `useEffect` when combining unrelated side effects:
**Incorrect: both effects run when either dependency changes**
```tsx
useEffect(() => {
analytics.trackPageView(pathname)
document.title = `pageTitle | My App`
}, [pathname, pageTitle])
```
**Correct: effects run independently**
```tsx
useEffect(() => {
analytics.trackPageView(pathname)
}, [pathname])
useEffect(() => {
document.title = `pageTitle | My App`
}, [pageTitle])
```
**Note:** If your project has [React Compiler](https://react.dev/learn/react-compiler) enabled, it automatically optimizes dependency tracking and may handle some of these cases for you.
### 5.10 Subscribe to Derived State
**Impact: MEDIUM (reduces re-render frequency)**
Subscribe to derived boolean state instead of continuous values to reduce re-render frequency.
**Incorrect: re-renders on every pixel change**
```tsx
function Sidebar() {
const width = useWindowWidth() // updates continuously
const isMobile = width < 768
return <nav className={isMobile ? 'mobile' : 'desktop'} />
}
```
**Correct: re-renders only when boolean changes**
```tsx
function Sidebar() {
const isMobile = useMediaQuery('(max-width: 767px)')
return <nav className={isMobile ? 'mobile' : 'desktop'} />
}
```
### 5.11 Use Functional setState Updates
**Impact: MEDIUM (prevents stale closures and unnecessary callback recreations)**
When updating state based on the current state value, use the functional update form of setState instead of directly referencing the state variable. This prevents stale closures, eliminates unnecessary dependencies, and creates stable callback references.
**Incorrect: requires state as dependency**
```tsx
function TodoList() {
const [items, setItems] = useState(initialItems)
// Callback must depend on items, recreated on every items change
const addItems = useCallback((newItems: Item[]) => {
setItems([...items, ...newItems])
}, [items]) // ❌ items dependency causes recreations
// Risk of stale closure if dependency is forgotten
const removeItem = useCallback((id: string) => {
setItems(items.filter(item => item.id !== id))
}, []) // ❌ Missing items dependency - will use stale items!
return <ItemsEditor items={items} onAdd={addItems} onRemove={removeItem} />
}
```
The first callback is recreated every time `items` changes, which can cause child components to re-render unnecessarily. The second callback has a stale closure bug—it will always reference the initial `items` value.
**Correct: stable callbacks, no stale closures**
```tsx
function TodoList() {
const [items, setItems] = useState(initialItems)
// Stable callback, never recreated
const addItems = useCallback((newItems: Item[]) => {
setItems(curr => [...curr, ...newItems])
}, []) // ✅ No dependencies needed
// Always uses latest state, no stale closure risk
const removeItem = useCallback((id: string) => {
setItems(curr => curr.filter(item => item.id !== id))
}, []) // ✅ Safe and stable
return <ItemsEditor items={items} onAdd={addItems} onRemove={removeItem} />
}
```
**Benefits:**
1. **Stable callback references** - Callbacks don't need to be recreated when state changes
2. **No stale closures** - Always operates on the latest state value
3. **Fewer dependencies** - Simplifies dependency arrays and reduces memory leaks
4. **Prevents bugs** - Eliminates the most common source of React closure bugs
**When to use functional updates:**
- Any setState that depends on the current state value
- Inside useCallback/useMemo when state is needed
- Event handlers that reference state
- Async operations that update state
**When direct updates are fine:**
- Setting state to a static value: `setCount(0)`
- Setting state from props/arguments only: `setName(newName)`
- State doesn't depend on previous value
**Note:** If your project has [React Compiler](https://react.dev/learn/react-compiler) enabled, the compiler can automatically optimize some cases, but functional updates are still recommended for correctness and to prevent stale closure bugs.
### 5.12 Use Lazy State Initialization
**Impact: MEDIUM (wasted computation on every render)**
Pass a function to `useState` for expensive initial values. Without the function form, the initializer runs on every render even though the value is only used once.
**Incorrect: runs on every render**
```tsx
function FilteredList({ items }: { items: Item[] }) {
// buildSearchIndex() runs on EVERY render, even after initialization
const [searchIndex, setSearchIndex] = useState(buildSearchIndex(items))
const [query, setQuery] = useState('')
// When query changes, buildSearchIndex runs again unnecessarily
return <SearchResults index={searchIndex} query={query} />
}
function UserProfile() {
// JSON.parse runs on every render
const [settings, setSettings] = useState(
JSON.parse(localStorage.getItem('settings') || '{}')
)
return <SettingsForm settings={settings} onChange={setSettings} />
}
```
**Correct: runs only once**
```tsx
function FilteredList({ items }: { items: Item[] }) {
// buildSearchIndex() runs ONLY on initial render
const [searchIndex, setSearchIndex] = useState(() => buildSearchIndex(items))
const [query, setQuery] = useState('')
return <SearchResults index={searchIndex} query={query} />
}
function UserProfile() {
// JSON.parse runs only on initial render
const [settings, setSettings] = useState(() => {
const stored = localStorage.getItem('settings')
return stored ? JSON.parse(stored) : {}
})
return <SettingsForm settings={settings} onChange={setSettings} />
}
```
Use lazy initialization when computing initial values from localStorage/sessionStorage, building data structures (indexes, maps), reading from the DOM, or performing heavy transformations.
For simple primitives (`useState(0)`), direct references (`useState(props.value)`), or cheap literals (`useState({})`), the function form is unnecessary.
### 5.13 Use Transitions for Non-Urgent Updates
**Impact: MEDIUM (maintains UI responsiveness)**
Mark frequent, non-urgent state updates as transitions to maintain UI responsiveness.
**Incorrect: blocks UI on every scroll**
```tsx
function ScrollTracker() {
const [scrollY, setScrollY] = useState(0)
useEffect(() => {
const handler = () => setScrollY(window.scrollY)
window.addEventListener('scroll', handler, { passive: true })
return () => window.removeEventListener('scroll', handler)
}, [])
}
```
**Correct: non-blocking updates**
```tsx
import { startTransition } from 'react'
function ScrollTracker() {
const [scrollY, setScrollY] = useState(0)
useEffect(() => {
const handler = () => {
startTransition(() => setScrollY(window.scrollY))
}
window.addEventListener('scroll', handler, { passive: true })
return () => window.removeEventListener('scroll', handler)
}, [])
}
```
### 5.14 Use useDeferredValue for Expensive Derived Renders
**Impact: MEDIUM (keeps input responsive during heavy computation)**
When user input triggers expensive computations or renders, use `useDeferredValue` to keep the input responsive. The deferred value lags behind, allowing React to prioritize the input update and render the expensive result when idle.
**Incorrect: input feels laggy while filtering**
```tsx
function Search({ items }: { items: Item[] }) {
const [query, setQuery] = useState('')
const filtered = items.filter(item => fuzzyMatch(item, query))
return (
<>
<input value={query} onChange={e => setQuery(e.target.value)} />
<ResultsList results={filtered} />
</>
)
}
```
**Correct: input stays snappy, results render when ready**
```tsx
function Search({ items }: { items: Item[] }) {
const [query, setQuery] = useState('')
const deferredQuery = useDeferredValue(query)
const filtered = useMemo(
() => items.filter(item => fuzzyMatch(item, deferredQuery)),
[items, deferredQuery]
)
const isStale = query !== deferredQuery
return (
<>
<input value={query} onChange={e => setQuery(e.target.value)} />
<div style={{ opacity: isStale ? 0.7 : 1 }}>
<ResultsList results={filtered} />
</div>
</>
)
}
```
**When to use:**
- Filtering/searching large lists
- Expensive visualizations (charts, graphs) reacting to input
- Any derived state that causes noticeable render delays
**Note:** Wrap the expensive computation in `useMemo` with the deferred value as a dependency, otherwise it still runs on every render.
Reference: [https://react.dev/reference/react/useDeferredValue](https://react.dev/reference/react/useDeferredValue)
### 5.15 Use useRef for Transient Values
**Impact: MEDIUM (avoids unnecessary re-renders on frequent updates)**
When a value changes frequently and you don't want a re-render on every update (e.g., mouse trackers, intervals, transient flags), store it in `useRef` instead of `useState`. Keep component state for UI; use refs for temporary DOM-adjacent values. Updating a ref does not trigger a re-render.
**Incorrect: renders every update**
```tsx
function Tracker() {
const [lastX, setLastX] = useState(0)
useEffect(() => {
const onMove = (e: MouseEvent) => setLastX(e.clientX)
window.addEventListener('mousemove', onMove)
return () => window.removeEventListener('mousemove', onMove)
}, [])
return (
<div
style={{
position: 'fixed',
top: 0,
left: lastX,
width: 8,
height: 8,
background: 'black',
}}
/>
)
}
```
**Correct: no re-render for tracking**
```tsx
function Tracker() {
const lastXRef = useRef(0)
const dotRef = useRef<HTMLDivElement>(null)
useEffect(() => {
const onMove = (e: MouseEvent) => {
lastXRef.current = e.clientX
const node = dotRef.current
if (node) {
node.style.transform = `translateX(e.clientXpx)`
}
}
window.addEventListener('mousemove', onMove)
return () => window.removeEventListener('mousemove', onMove)
}, [])
return (
<div
ref={dotRef}
style={{
position: 'fixed',
top: 0,
left: 0,
width: 8,
height: 8,
background: 'black',
transform: 'translateX(0px)',
}}
/>
)
}
```
---
## 6. Rendering Performance
**Impact: MEDIUM**
Optimizing the rendering process reduces the work the browser needs to do.
### 6.1 Animate SVG Wrapper Instead of SVG Element
**Impact: LOW (enables hardware acceleration)**
Many browsers don't have hardware acceleration for CSS3 animations on SVG elements. Wrap SVG in a `<div>` and animate the wrapper instead.
**Incorrect: animating SVG directly - no hardware acceleration**
```tsx
function LoadingSpinner() {
return (
<svg
className="animate-spin"
width="24"
height="24"
viewBox="0 0 24 24"
>
<circle cx="12" cy="12" r="10" stroke="currentColor" />
</svg>
)
}
```
**Correct: animating wrapper div - hardware accelerated**
```tsx
function LoadingSpinner() {
return (
<div className="animate-spin">
<svg
width="24"
height="24"
viewBox="0 0 24 24"
>
<circle cx="12" cy="12" r="10" stroke="currentColor" />
</svg>
</div>
)
}
```
This applies to all CSS transforms and transitions (`transform`, `opacity`, `translate`, `scale`, `rotate`). The wrapper div allows browsers to use GPU acceleration for smoother animations.
### 6.2 CSS content-visibility for Long Lists
**Impact: HIGH (faster initial render)**
Apply `content-visibility: auto` to defer off-screen rendering.
**CSS:**
```css
.message-item {
content-visibility: auto;
contain-intrinsic-size: 0 80px;
}
```
**Example:**
```tsx
function MessageList({ messages }: { messages: Message[] }) {
return (
<div className="overflow-y-auto h-screen">
{messages.map(msg => (
<div key={msg.id} className="message-item">
<Avatar user={msg.author} />
<div>{msg.content}</div>
</div>
))}
</div>
)
}
```
For 1000 messages, browser skips layout/paint for ~990 off-screen items (10× faster initial render).
### 6.3 Hoist Static JSX Elements
**Impact: LOW (avoids re-creation)**
Extract static JSX outside components to avoid re-creation.
**Incorrect: recreates element every render**
```tsx
function LoadingSkeleton() {
return <div className="animate-pulse h-20 bg-gray-200" />
}
function Container() {
return (
<div>
{loading && <LoadingSkeleton />}
</div>
)
}
```
**Correct: reuses same element**
```tsx
const loadingSkeleton = (
<div className="animate-pulse h-20 bg-gray-200" />
)
function Container() {
return (
<div>
{loading && loadingSkeleton}
</div>
)
}
```
This is especially helpful for large and static SVG nodes, which can be expensive to recreate on every render.
**Note:** If your project has [React Compiler](https://react.dev/learn/react-compiler) enabled, the compiler automatically hoists static JSX elements and optimizes component re-renders, making manual hoisting unnecessary.
### 6.4 Optimize SVG Precision
**Impact: LOW (reduces file size)**
Reduce SVG coordinate precision to decrease file size. The optimal precision depends on the viewBox size, but in general reducing precision should be considered.
**Incorrect: excessive precision**
```svg
<path d="M 10.293847 20.847362 L 30.938472 40.192837" />
```
**Correct: 1 decimal place**
```svg
<path d="M 10.3 20.8 L 30.9 40.2" />
```
**Automate with SVGO:**
```bash
npx svgo --precision=1 --multipass icon.svg
```
### 6.5 Prevent Hydration Mismatch Without Flickering
**Impact: MEDIUM (avoids visual flicker and hydration errors)**
When rendering content that depends on client-side storage (localStorage, cookies), avoid both SSR breakage and post-hydration flickering by injecting a synchronous script that updates the DOM before React hydrates.
**Incorrect: breaks SSR**
```tsx
function ThemeWrapper({ children }: { children: ReactNode }) {
// localStorage is not available on server - throws error
const theme = localStorage.getItem('theme') || 'light'
return (
<div className={theme}>
{children}
</div>
)
}
```
Server-side rendering will fail because `localStorage` is undefined.
**Incorrect: visual flickering**
```tsx
function ThemeWrapper({ children }: { children: ReactNode }) {
const [theme, setTheme] = useState('light')
useEffect(() => {
// Runs after hydration - causes visible flash
const stored = localStorage.getItem('theme')
if (stored) {
setTheme(stored)
}
}, [])
return (
<div className={theme}>
{children}
</div>
)
}
```
Component first renders with default value (`light`), then updates after hydration, causing a visible flash of incorrect content.
**Correct: no flicker, no hydration mismatch**
```tsx
function ThemeWrapper({ children }: { children: ReactNode }) {
return (
<>
<div id="theme-wrapper">
{children}
</div>
<script
dangerouslySetInnerHTML={{
__html: `
(function() {
try {
var theme = localStorage.getItem('theme') || 'light';
var el = document.getElementById('theme-wrapper');
if (el) el.className = theme;
} catch (e) {}
})();
`,
}}
/>
</>
)
}
```
The inline script executes synchronously before showing the element, ensuring the DOM already has the correct value. No flickering, no hydration mismatch.
This pattern is especially useful for theme toggles, user preferences, authentication states, and any client-only data that should render immediately without flashing default values.
### 6.6 Suppress Expected Hydration Mismatches
**Impact: LOW-MEDIUM (avoids noisy hydration warnings for known differences)**
In SSR frameworks (e.g., Next.js), some values are intentionally different on server vs client (random IDs, dates, locale/timezone formatting). For these *expected* mismatches, wrap the dynamic text in an element with `suppressHydrationWarning` to prevent noisy warnings. Do not use this to hide real bugs. Don’t overuse it.
**Incorrect: known mismatch warnings**
```tsx
function Timestamp() {
return <span>{new Date().toLocaleString()}</span>
}
```
**Correct: suppress expected mismatch only**
```tsx
function Timestamp() {
return (
<span suppressHydrationWarning>
{new Date().toLocaleString()}
</span>
)
}
```
### 6.7 Use Activity Component for Show/Hide
**Impact: MEDIUM (preserves state/DOM)**
Use React's `<Activity>` to preserve state/DOM for expensive components that frequently toggle visibility.
**Usage:**
```tsx
import { Activity } from 'react'
function Dropdown({ isOpen }: Props) {
return (
<Activity mode={isOpen ? 'visible' : 'hidden'}>
<ExpensiveMenu />
</Activity>
)
}
```
Avoids expensive re-renders and state loss.
### 6.8 Use defer or async on Script Tags
**Impact: HIGH (eliminates render-blocking)**
Script tags without `defer` or `async` block HTML parsing while the script downloads and executes. This delays First Contentful Paint and Time to Interactive.
- **`defer`**: Downloads in parallel, executes after HTML parsing completes, maintains execution order
- **`async`**: Downloads in parallel, executes immediately when ready, no guaranteed order
Use `defer` for scripts that depend on DOM or other scripts. Use `async` for independent scripts like analytics.
**Incorrect: blocks rendering**
```tsx
export default function Document() {
return (
<html>
<head>
<script src="https://example.com/analytics.js" />
<script src="/scripts/utils.js" />
</head>
<body>{/* content */}</body>
</html>
)
}
```
**Correct: non-blocking**
```tsx
import Script from 'next/script'
export default function Page() {
return (
<>
<Script src="https://example.com/analytics.js" strategy="afterInteractive" />
<Script src="/scripts/utils.js" strategy="beforeInteractive" />
</>
)
}
```
**Note:** In Next.js, prefer the `next/script` component with `strategy` prop instead of raw script tags:
Reference: [https://developer.mozilla.org/en-US/docs/Web/HTML/Element/script#defer](https://developer.mozilla.org/en-US/docs/Web/HTML/Element/script#defer)
### 6.9 Use Explicit Conditional Rendering
**Impact: LOW (prevents rendering 0 or NaN)**
Use explicit ternary operators (`? :`) instead of `&&` for conditional rendering when the condition can be `0`, `NaN`, or other falsy values that render.
**Incorrect: renders "0" when count is 0**
```tsx
function Badge({ count }: { count: number }) {
return (
<div>
{count && <span className="badge">{count}</span>}
</div>
)
}
// When count = 0, renders: <div>0</div>
// When count = 5, renders: <div><span class="badge">5</span></div>
```
**Correct: renders nothing when count is 0**
```tsx
function Badge({ count }: { count: number }) {
return (
<div>
{count > 0 ? <span className="badge">{count}</span> : null}
</div>
)
}
// When count = 0, renders: <div></div>
// When count = 5, renders: <div><span class="badge">5</span></div>
```
### 6.10 Use React DOM Resource Hints
**Impact: HIGH (reduces load time for critical resources)**
React DOM provides APIs to hint the browser about resources it will need. These are especially useful in server components to start loading resources before the client even receives the HTML.
- **`prefetchDNS(href)`**: Resolve DNS for a domain you expect to connect to
- **`preconnect(href)`**: Establish connection (DNS + TCP + TLS) to a server
- **`preload(href, options)`**: Fetch a resource (stylesheet, font, script, image) you'll use soon
- **`preloadModule(href)`**: Fetch an ES module you'll use soon
- **`preinit(href, options)`**: Fetch and evaluate a stylesheet or script
- **`preinitModule(href)`**: Fetch and evaluate an ES module
**Example: preconnect to third-party APIs**
```tsx
import { preconnect, prefetchDNS } from 'react-dom'
export default function App() {
prefetchDNS('https://analytics.example.com')
preconnect('https://api.example.com')
return <main>{/* content */}</main>
}
```
**Example: preload critical fonts and styles**
```tsx
import { preload, preinit } from 'react-dom'
export default function RootLayout({ children }) {
// Preload font file
preload('/fonts/inter.woff2', { as: 'font', type: 'font/woff2', crossOrigin: 'anonymous' })
// Fetch and apply critical stylesheet immediately
preinit('/styles/critical.css', { as: 'style' })
return (
<html>
<body>{children}</body>
</html>
)
}
```
**Example: preload modules for code-split routes**
```tsx
import { preloadModule, preinitModule } from 'react-dom'
function Navigation() {
const preloadDashboard = () => {
preloadModule('/dashboard.js', { as: 'script' })
}
return (
<nav>
<a href="/dashboard" onMouseEnter={preloadDashboard}>
Dashboard
</a>
</nav>
)
}
```
**When to use each:**
| API | Use case |
|-----|----------|
| `prefetchDNS` | Third-party domains you'll connect to later |
| `preconnect` | APIs or CDNs you'll fetch from immediately |
| `preload` | Critical resources needed for current page |
| `preloadModule` | JS modules for likely next navigation |
| `preinit` | Stylesheets/scripts that must execute early |
| `preinitModule` | ES modules that must execute early |
Reference: [https://react.dev/reference/react-dom#resource-preloading-apis](https://react.dev/reference/react-dom#resource-preloading-apis)
### 6.11 Use useTransition Over Manual Loading States
**Impact: LOW (reduces re-renders and improves code clarity)**
Use `useTransition` instead of manual `useState` for loading states. This provides built-in `isPending` state and automatically manages transitions.
**Incorrect: manual loading state**
```tsx
function SearchResults() {
const [query, setQuery] = useState('')
const [results, setResults] = useState([])
const [isLoading, setIsLoading] = useState(false)
const handleSearch = async (value: string) => {
setIsLoading(true)
setQuery(value)
const data = await fetchResults(value)
setResults(data)
setIsLoading(false)
}
return (
<>
<input onChange={(e) => handleSearch(e.target.value)} />
{isLoading && <Spinner />}
<ResultsList results={results} />
</>
)
}
```
**Correct: useTransition with built-in pending state**
```tsx
import { useTransition, useState } from 'react'
function SearchResults() {
const [query, setQuery] = useState('')
const [results, setResults] = useState([])
const [isPending, startTransition] = useTransition()
const handleSearch = (value: string) => {
setQuery(value) // Update input immediately
startTransition(async () => {
// Fetch and update results
const data = await fetchResults(value)
setResults(data)
})
}
return (
<>
<input onChange={(e) => handleSearch(e.target.value)} />
{isPending && <Spinner />}
<ResultsList results={results} />
</>
)
}
```
**Benefits:**
- **Automatic pending state**: No need to manually manage `setIsLoading(true/false)`
- **Error resilience**: Pending state correctly resets even if the transition throws
- **Better responsiveness**: Keeps the UI responsive during updates
- **Interrupt handling**: New transitions automatically cancel pending ones
Reference: [https://react.dev/reference/react/useTransition](https://react.dev/reference/react/useTransition)
---
## 7. JavaScript Performance
**Impact: LOW-MEDIUM**
Micro-optimizations for hot paths can add up to meaningful improvements.
### 7.1 Avoid Layout Thrashing
**Impact: MEDIUM (prevents forced synchronous layouts and reduces performance bottlenecks)**
Avoid interleaving style writes with layout reads. When you read a layout property (like `offsetWidth`, `getBoundingClientRect()`, or `getComputedStyle()`) between style changes, the browser is forced to trigger a synchronous reflow.
**This is OK: browser batches style changes**
```typescript
function updateElementStyles(element: HTMLElement) {
// Each line invalidates style, but browser batches the recalculation
element.style.width = '100px'
element.style.height = '200px'
element.style.backgroundColor = 'blue'
element.style.border = '1px solid black'
}
```
**Incorrect: interleaved reads and writes force reflows**
```typescript
function layoutThrashing(element: HTMLElement) {
element.style.width = '100px'
const width = element.offsetWidth // Forces reflow
element.style.height = '200px'
const height = element.offsetHeight // Forces another reflow
}
```
**Correct: batch writes, then read once**
```typescript
function updateElementStyles(element: HTMLElement) {
// Batch all writes together
element.style.width = '100px'
element.style.height = '200px'
element.style.backgroundColor = 'blue'
element.style.border = '1px solid black'
// Read after all writes are done (single reflow)
const { width, height } = element.getBoundingClientRect()
}
```
**Correct: batch reads, then writes**
```typescript
function updateElementStyles(element: HTMLElement) {
element.classList.add('highlighted-box')
const { width, height } = element.getBoundingClientRect()
}
```
**Better: use CSS classes**
**React example:**
```tsx
// Incorrect: interleaving style changes with layout queries
function Box({ isHighlighted }: { isHighlighted: boolean }) {
const ref = useRef<HTMLDivElement>(null)
useEffect(() => {
if (ref.current && isHighlighted) {
ref.current.style.width = '100px'
const width = ref.current.offsetWidth // Forces layout
ref.current.style.height = '200px'
}
}, [isHighlighted])
return <div ref={ref}>Content</div>
}
// Correct: toggle class
function Box({ isHighlighted }: { isHighlighted: boolean }) {
return (
<div className={isHighlighted ? 'highlighted-box' : ''}>
Content
</div>
)
}
```
Prefer CSS classes over inline styles when possible. CSS files are cached by the browser, and classes provide better separation of concerns and are easier to maintain.
See [this gist](https://gist.github.com/paulirish/5d52fb081b3570c81e3a) and [CSS Triggers](https://csstriggers.com/) for more information on layout-forcing operations.
### 7.2 Build Index Maps for Repeated Lookups
**Impact: LOW-MEDIUM (1M ops to 2K ops)**
Multiple `.find()` calls by the same key should use a Map.
**Incorrect (O(n) per lookup):**
```typescript
function processOrders(orders: Order[], users: User[]) {
return orders.map(order => ({
...order,
user: users.find(u => u.id === order.userId)
}))
}
```
**Correct (O(1) per lookup):**
```typescript
function processOrders(orders: Order[], users: User[]) {
const userById = new Map(users.map(u => [u.id, u]))
return orders.map(order => ({
...order,
user: userById.get(order.userId)
}))
}
```
Build map once (O(n)), then all lookups are O(1).
For 1000 orders × 1000 users: 1M ops → 2K ops.
### 7.3 Cache Property Access in Loops
**Impact: LOW-MEDIUM (reduces lookups)**
Cache object property lookups in hot paths.
**Incorrect: 3 lookups × N iterations**
```typescript
for (let i = 0; i < arr.length; i++) {
process(obj.config.settings.value)
}
```
**Correct: 1 lookup total**
```typescript
const value = obj.config.settings.value
const len = arr.length
for (let i = 0; i < len; i++) {
process(value)
}
```
### 7.4 Cache Repeated Function Calls
**Impact: MEDIUM (avoid redundant computation)**
Use a module-level Map to cache function results when the same function is called repeatedly with the same inputs during render.
**Incorrect: redundant computation**
```typescript
function ProjectList({ projects }: { projects: Project[] }) {
return (
<div>
{projects.map(project => {
// slugify() called 100+ times for same project names
const slug = slugify(project.name)
return <ProjectCard key={project.id} slug={slug} />
})}
</div>
)
}
```
**Correct: cached results**
```typescript
// Module-level cache
const slugifyCache = new Map<string, string>()
function cachedSlugify(text: string): string {
if (slugifyCache.has(text)) {
return slugifyCache.get(text)!
}
const result = slugify(text)
slugifyCache.set(text, result)
return result
}
function ProjectList({ projects }: { projects: Project[] }) {
return (
<div>
{projects.map(project => {
// Computed only once per unique project name
const slug = cachedSlugify(project.name)
return <ProjectCard key={project.id} slug={slug} />
})}
</div>
)
}
```
**Simpler pattern for single-value functions:**
```typescript
let isLoggedInCache: boolean | null = null
function isLoggedIn(): boolean {
if (isLoggedInCache !== null) {
return isLoggedInCache
}
isLoggedInCache = document.cookie.includes('auth=')
return isLoggedInCache
}
// Clear cache when auth changes
function onAuthChange() {
isLoggedInCache = null
}
```
Use a Map (not a hook) so it works everywhere: utilities, event handlers, not just React components.
Reference: [https://vercel.com/blog/how-we-made-the-vercel-dashboard-twice-as-fast](https://vercel.com/blog/how-we-made-the-vercel-dashboard-twice-as-fast)
### 7.5 Cache Storage API Calls
**Impact: LOW-MEDIUM (reduces expensive I/O)**
`localStorage`, `sessionStorage`, and `document.cookie` are synchronous and expensive. Cache reads in memory.
**Incorrect: reads storage on every call**
```typescript
function getTheme() {
return localStorage.getItem('theme') ?? 'light'
}
// Called 10 times = 10 storage reads
```
**Correct: Map cache**
```typescript
const storageCache = new Map<string, string | null>()
function getLocalStorage(key: string) {
if (!storageCache.has(key)) {
storageCache.set(key, localStorage.getItem(key))
}
return storageCache.get(key)
}
function setLocalStorage(key: string, value: string) {
localStorage.setItem(key, value)
storageCache.set(key, value) // keep cache in sync
}
```
Use a Map (not a hook) so it works everywhere: utilities, event handlers, not just React components.
**Cookie caching:**
```typescript
let cookieCache: Record<string, string> | null = null
function getCookie(name: string) {
if (!cookieCache) {
cookieCache = Object.fromEntries(
document.cookie.split('; ').map(c => c.split('='))
)
}
return cookieCache[name]
}
```
**Important: invalidate on external changes**
```typescript
window.addEventListener('storage', (e) => {
if (e.key) storageCache.delete(e.key)
})
document.addEventListener('visibilitychange', () => {
if (document.visibilityState === 'visible') {
storageCache.clear()
}
})
```
If storage can change externally (another tab, server-set cookies), invalidate cache:
### 7.6 Combine Multiple Array Iterations
**Impact: LOW-MEDIUM (reduces iterations)**
Multiple `.filter()` or `.map()` calls iterate the array multiple times. Combine into one loop.
**Incorrect: 3 iterations**
```typescript
const admins = users.filter(u => u.isAdmin)
const testers = users.filter(u => u.isTester)
const inactive = users.filter(u => !u.isActive)
```
**Correct: 1 iteration**
```typescript
const admins: User[] = []
const testers: User[] = []
const inactive: User[] = []
for (const user of users) {
if (user.isAdmin) admins.push(user)
if (user.isTester) testers.push(user)
if (!user.isActive) inactive.push(user)
}
```
### 7.7 Early Length Check for Array Comparisons
**Impact: MEDIUM-HIGH (avoids expensive operations when lengths differ)**
When comparing arrays with expensive operations (sorting, deep equality, serialization), check lengths first. If lengths differ, the arrays cannot be equal.
In real-world applications, this optimization is especially valuable when the comparison runs in hot paths (event handlers, render loops).
**Incorrect: always runs expensive comparison**
```typescript
function hasChanges(current: string[], original: string[]) {
// Always sorts and joins, even when lengths differ
return current.sort().join() !== original.sort().join()
}
```
Two O(n log n) sorts run even when `current.length` is 5 and `original.length` is 100. There is also overhead of joining the arrays and comparing the strings.
**Correct (O(1) length check first):**
```typescript
function hasChanges(current: string[], original: string[]) {
// Early return if lengths differ
if (current.length !== original.length) {
return true
}
// Only sort when lengths match
const currentSorted = current.toSorted()
const originalSorted = original.toSorted()
for (let i = 0; i < currentSorted.length; i++) {
if (currentSorted[i] !== originalSorted[i]) {
return true
}
}
return false
}
```
This new approach is more efficient because:
- It avoids the overhead of sorting and joining the arrays when lengths differ
- It avoids consuming memory for the joined strings (especially important for large arrays)
- It avoids mutating the original arrays
- It returns early when a difference is found
### 7.8 Early Return from Functions
**Impact: LOW-MEDIUM (avoids unnecessary computation)**
Return early when result is determined to skip unnecessary processing.
**Incorrect: processes all items even after finding answer**
```typescript
function validateUsers(users: User[]) {
let hasError = false
let errorMessage = ''
for (const user of users) {
if (!user.email) {
hasError = true
errorMessage = 'Email required'
}
if (!user.name) {
hasError = true
errorMessage = 'Name required'
}
// Continues checking all users even after error found
}
return hasError ? { valid: false, error: errorMessage } : { valid: true }
}
```
**Correct: returns immediately on first error**
```typescript
function validateUsers(users: User[]) {
for (const user of users) {
if (!user.email) {
return { valid: false, error: 'Email required' }
}
if (!user.name) {
return { valid: false, error: 'Name required' }
}
}
return { valid: true }
}
```
### 7.9 Hoist RegExp Creation
**Impact: LOW-MEDIUM (avoids recreation)**
Don't create RegExp inside render. Hoist to module scope or memoize with `useMemo()`.
**Incorrect: new RegExp every render**
```tsx
function Highlighter({ text, query }: Props) {
const regex = new RegExp(`(query)`, 'gi')
const parts = text.split(regex)
return <>{parts.map((part, i) => ...)}</>
}
```
**Correct: memoize or hoist**
```tsx
const EMAIL_REGEX = /^[^\s@]+@[^\s@]+\.[^\s@]+$/
function Highlighter({ text, query }: Props) {
const regex = useMemo(
() => new RegExp(`(escapeRegex(query))`, 'gi'),
[query]
)
const parts = text.split(regex)
return <>{parts.map((part, i) => ...)}</>
}
```
**Warning: global regex has mutable state**
```typescript
const regex = /foo/g
regex.test('foo') // true, lastIndex = 3
regex.test('foo') // false, lastIndex = 0
```
Global regex (`/g`) has mutable `lastIndex` state:
### 7.10 Use flatMap to Map and Filter in One Pass
**Impact: LOW-MEDIUM (eliminates intermediate array)**
Chaining `.map().filter(Boolean)` creates an intermediate array and iterates twice. Use `.flatMap()` to transform and filter in a single pass.
**Incorrect: 2 iterations, intermediate array**
```typescript
const userNames = users
.map(user => user.isActive ? user.name : null)
.filter(Boolean)
```
**Correct: 1 iteration, no intermediate array**
```typescript
const userNames = users.flatMap(user =>
user.isActive ? [user.name] : []
)
```
**More examples:**
```typescript
// Extract valid emails from responses
// Before
const emails = responses
.map(r => r.success ? r.data.email : null)
.filter(Boolean)
// After
const emails = responses.flatMap(r =>
r.success ? [r.data.email] : []
)
// Parse and filter valid numbers
// Before
const numbers = strings
.map(s => parseInt(s, 10))
.filter(n => !isNaN(n))
// After
const numbers = strings.flatMap(s => {
const n = parseInt(s, 10)
return isNaN(n) ? [] : [n]
})
```
**When to use:**
- Transforming items while filtering some out
- Conditional mapping where some inputs produce no output
- Parsing/validating where invalid inputs should be skipped
### 7.11 Use Loop for Min/Max Instead of Sort
**Impact: LOW (O(n) instead of O(n log n))**
Finding the smallest or largest element only requires a single pass through the array. Sorting is wasteful and slower.
**Incorrect (O(n log n) - sort to find latest):**
```typescript
interface Project {
id: string
name: string
updatedAt: number
}
function getLatestProject(projects: Project[]) {
const sorted = [...projects].sort((a, b) => b.updatedAt - a.updatedAt)
return sorted[0]
}
```
Sorts the entire array just to find the maximum value.
**Incorrect (O(n log n) - sort for oldest and newest):**
```typescript
function getOldestAndNewest(projects: Project[]) {
const sorted = [...projects].sort((a, b) => a.updatedAt - b.updatedAt)
return { oldest: sorted[0], newest: sorted[sorted.length - 1] }
}
```
Still sorts unnecessarily when only min/max are needed.
**Correct (O(n) - single loop):**
```typescript
function getLatestProject(projects: Project[]) {
if (projects.length === 0) return null
let latest = projects[0]
for (let i = 1; i < projects.length; i++) {
if (projects[i].updatedAt > latest.updatedAt) {
latest = projects[i]
}
}
return latest
}
function getOldestAndNewest(projects: Project[]) {
if (projects.length === 0) return { oldest: null, newest: null }
let oldest = projects[0]
let newest = projects[0]
for (let i = 1; i < projects.length; i++) {
if (projects[i].updatedAt < oldest.updatedAt) oldest = projects[i]
if (projects[i].updatedAt > newest.updatedAt) newest = projects[i]
}
return { oldest, newest }
}
```
Single pass through the array, no copying, no sorting.
**Alternative: Math.min/Math.max for small arrays**
```typescript
const numbers = [5, 2, 8, 1, 9]
const min = Math.min(...numbers)
const max = Math.max(...numbers)
```
This works for small arrays, but can be slower or just throw an error for very large arrays due to spread operator limitations. Maximal array length is approximately 124000 in Chrome 143 and 638000 in Safari 18; exact numbers may vary - see [the fiddle](https://jsfiddle.net/qw1jabsx/4/). Use the loop approach for reliability.
### 7.12 Use Set/Map for O(1) Lookups
**Impact: LOW-MEDIUM (O(n) to O(1))**
Convert arrays to Set/Map for repeated membership checks.
**Incorrect (O(n) per check):**
```typescript
const allowedIds = ['a', 'b', 'c', ...]
items.filter(item => allowedIds.includes(item.id))
```
**Correct (O(1) per check):**
```typescript
const allowedIds = new Set(['a', 'b', 'c', ...])
items.filter(item => allowedIds.has(item.id))
```
### 7.13 Use toSorted() Instead of sort() for Immutability
**Impact: MEDIUM-HIGH (prevents mutation bugs in React state)**
`.sort()` mutates the array in place, which can cause bugs with React state and props. Use `.toSorted()` to create a new sorted array without mutation.
**Incorrect: mutates original array**
```typescript
function UserList({ users }: { users: User[] }) {
// Mutates the users prop array!
const sorted = useMemo(
() => users.sort((a, b) => a.name.localeCompare(b.name)),
[users]
)
return <div>{sorted.map(renderUser)}</div>
}
```
**Correct: creates new array**
```typescript
function UserList({ users }: { users: User[] }) {
// Creates new sorted array, original unchanged
const sorted = useMemo(
() => users.toSorted((a, b) => a.name.localeCompare(b.name)),
[users]
)
return <div>{sorted.map(renderUser)}</div>
}
```
**Why this matters in React:**
1. Props/state mutations break React's immutability model - React expects props and state to be treated as read-only
2. Causes stale closure bugs - Mutating arrays inside closures (callbacks, effects) can lead to unexpected behavior
**Browser support: fallback for older browsers**
```typescript
// Fallback for older browsers
const sorted = [...items].sort((a, b) => a.value - b.value)
```
`.toSorted()` is available in all modern browsers (Chrome 110+, Safari 16+, Firefox 115+, Node.js 20+). For older environments, use spread operator:
**Other immutable array methods:**
- `.toSorted()` - immutable sort
- `.toReversed()` - immutable reverse
- `.toSpliced()` - immutable splice
- `.with()` - immutable element replacement
---
## 8. Advanced Patterns
**Impact: LOW**
Advanced patterns for specific cases that require careful implementation.
### 8.1 Initialize App Once, Not Per Mount
**Impact: LOW-MEDIUM (avoids duplicate init in development)**
Do not put app-wide initialization that must run once per app load inside `useEffect([])` of a component. Components can remount and effects will re-run. Use a module-level guard or top-level init in the entry module instead.
**Incorrect: runs twice in dev, re-runs on remount**
```tsx
function Comp() {
useEffect(() => {
loadFromStorage()
checkAuthToken()
}, [])
// ...
}
```
**Correct: once per app load**
```tsx
let didInit = false
function Comp() {
useEffect(() => {
if (didInit) return
didInit = true
loadFromStorage()
checkAuthToken()
}, [])
// ...
}
```
Reference: [https://react.dev/learn/you-might-not-need-an-effect#initializing-the-application](https://react.dev/learn/you-might-not-need-an-effect#initializing-the-application)
### 8.2 Store Event Handlers in Refs
**Impact: LOW (stable subscriptions)**
Store callbacks in refs when used in effects that shouldn't re-subscribe on callback changes.
**Incorrect: re-subscribes on every render**
```tsx
function useWindowEvent(event: string, handler: (e) => void) {
useEffect(() => {
window.addEventListener(event, handler)
return () => window.removeEventListener(event, handler)
}, [event, handler])
}
```
**Correct: stable subscription**
```tsx
import { useEffectEvent } from 'react'
function useWindowEvent(event: string, handler: (e) => void) {
const onEvent = useEffectEvent(handler)
useEffect(() => {
window.addEventListener(event, onEvent)
return () => window.removeEventListener(event, onEvent)
}, [event])
}
```
**Alternative: use `useEffectEvent` if you're on latest React:**
`useEffectEvent` provides a cleaner API for the same pattern: it creates a stable function reference that always calls the latest version of the handler.
### 8.3 useEffectEvent for Stable Callback Refs
**Impact: LOW (prevents effect re-runs)**
Access latest values in callbacks without adding them to dependency arrays. Prevents effect re-runs while avoiding stale closures.
**Incorrect: effect re-runs on every callback change**
```tsx
function SearchInput({ onSearch }: { onSearch: (q: string) => void }) {
const [query, setQuery] = useState('')
useEffect(() => {
const timeout = setTimeout(() => onSearch(query), 300)
return () => clearTimeout(timeout)
}, [query, onSearch])
}
```
**Correct: using React's useEffectEvent**
```tsx
import { useEffectEvent } from 'react';
function SearchInput({ onSearch }: { onSearch: (q: string) => void }) {
const [query, setQuery] = useState('')
const onSearchEvent = useEffectEvent(onSearch)
useEffect(() => {
const timeout = setTimeout(() => onSearchEvent(query), 300)
return () => clearTimeout(timeout)
}, [query])
}
```
---
## References
1. [https://react.dev](https://react.dev)
2. [https://nextjs.org](https://nextjs.org)
3. [https://swr.vercel.app](https://swr.vercel.app)
4. [https://github.com/shuding/better-all](https://github.com/shuding/better-all)
5. [https://github.com/isaacs/node-lru-cache](https://github.com/isaacs/node-lru-cache)
6. [https://vercel.com/blog/how-we-optimized-package-imports-in-next-js](https://vercel.com/blog/how-we-optimized-package-imports-in-next-js)
7. [https://vercel.com/blog/how-we-made-the-vercel-dashboard-twice-as-fast](https://vercel.com/blog/how-we-made-the-vercel-dashboard-twice-as-fast)
FILE:README.md
# React Best Practices
A structured repository for creating and maintaining React Best Practices optimized for agents and LLMs.
## Structure
- `rules/` - Individual rule files (one per rule)
- `_sections.md` - Section metadata (titles, impacts, descriptions)
- `_template.md` - Template for creating new rules
- `area-description.md` - Individual rule files
- `src/` - Build scripts and utilities
- `metadata.json` - Document metadata (version, organization, abstract)
- __`AGENTS.md`__ - Compiled output (generated)
- __`test-cases.json`__ - Test cases for LLM evaluation (generated)
## Getting Started
1. Install dependencies:
```bash
pnpm install
```
2. Build AGENTS.md from rules:
```bash
pnpm build
```
3. Validate rule files:
```bash
pnpm validate
```
4. Extract test cases:
```bash
pnpm extract-tests
```
## Creating a New Rule
1. Copy `rules/_template.md` to `rules/area-description.md`
2. Choose the appropriate area prefix:
- `async-` for Eliminating Waterfalls (Section 1)
- `bundle-` for Bundle Size Optimization (Section 2)
- `server-` for Server-Side Performance (Section 3)
- `client-` for Client-Side Data Fetching (Section 4)
- `rerender-` for Re-render Optimization (Section 5)
- `rendering-` for Rendering Performance (Section 6)
- `js-` for JavaScript Performance (Section 7)
- `advanced-` for Advanced Patterns (Section 8)
3. Fill in the frontmatter and content
4. Ensure you have clear examples with explanations
5. Run `pnpm build` to regenerate AGENTS.md and test-cases.json
## Rule File Structure
Each rule file should follow this structure:
```markdown
---
title: Rule Title Here
impact: MEDIUM
impactDescription: Optional description
tags: tag1, tag2, tag3
---
## Rule Title Here
Brief explanation of the rule and why it matters.
**Incorrect (description of what's wrong):**
```typescript
// Bad code example
```
**Correct (description of what's right):**
```typescript
// Good code example
```
Optional explanatory text after examples.
Reference: [Link](https://example.com)
## File Naming Convention
- Files starting with `_` are special (excluded from build)
- Rule files: `area-description.md` (e.g., `async-parallel.md`)
- Section is automatically inferred from filename prefix
- Rules are sorted alphabetically by title within each section
- IDs (e.g., 1.1, 1.2) are auto-generated during build
## Impact Levels
- `CRITICAL` - Highest priority, major performance gains
- `HIGH` - Significant performance improvements
- `MEDIUM-HIGH` - Moderate-high gains
- `MEDIUM` - Moderate performance improvements
- `LOW-MEDIUM` - Low-medium gains
- `LOW` - Incremental improvements
## Scripts
- `pnpm build` - Compile rules into AGENTS.md
- `pnpm validate` - Validate all rule files
- `pnpm extract-tests` - Extract test cases for LLM evaluation
- `pnpm dev` - Build and validate
## Contributing
When adding or modifying rules:
1. Use the correct filename prefix for your section
2. Follow the `_template.md` structure
3. Include clear bad/good examples with explanations
4. Add appropriate tags
5. Run `pnpm build` to regenerate AGENTS.md and test-cases.json
6. Rules are automatically sorted by title - no need to manage numbers!
## Acknowledgments
Originally created by [@shuding](https://x.com/shuding) at [Vercel](https://vercel.com).
FILE:metadata.json
{
"version": "1.0.0",
"organization": "Vercel Engineering",
"date": "January 2026",
"abstract": "Comprehensive performance optimization guide for React and Next.js applications, designed for AI agents and LLMs. Contains 40+ rules across 8 categories, prioritized by impact from critical (eliminating waterfalls, reducing bundle size) to incremental (advanced patterns). Each rule includes detailed explanations, real-world examples comparing incorrect vs. correct implementations, and specific impact metrics to guide automated refactoring and code generation.",
"references": [
"https://react.dev",
"https://nextjs.org",
"https://swr.vercel.app",
"https://github.com/shuding/better-all",
"https://github.com/isaacs/node-lru-cache",
"https://vercel.com/blog/how-we-optimized-package-imports-in-next-js",
"https://vercel.com/blog/how-we-made-the-vercel-dashboard-twice-as-fast"
]
}
FILE:rules/_sections.md
# Sections
This file defines all sections, their ordering, impact levels, and descriptions.
The section ID (in parentheses) is the filename prefix used to group rules.
---
## 1. Eliminating Waterfalls (async)
**Impact:** CRITICAL
**Description:** Waterfalls are the #1 performance killer. Each sequential await adds full network latency. Eliminating them yields the largest gains.
## 2. Bundle Size Optimization (bundle)
**Impact:** CRITICAL
**Description:** Reducing initial bundle size improves Time to Interactive and Largest Contentful Paint.
## 3. Server-Side Performance (server)
**Impact:** HIGH
**Description:** Optimizing server-side rendering and data fetching eliminates server-side waterfalls and reduces response times.
## 4. Client-Side Data Fetching (client)
**Impact:** MEDIUM-HIGH
**Description:** Automatic deduplication and efficient data fetching patterns reduce redundant network requests.
## 5. Re-render Optimization (rerender)
**Impact:** MEDIUM
**Description:** Reducing unnecessary re-renders minimizes wasted computation and improves UI responsiveness.
## 6. Rendering Performance (rendering)
**Impact:** MEDIUM
**Description:** Optimizing the rendering process reduces the work the browser needs to do.
## 7. JavaScript Performance (js)
**Impact:** LOW-MEDIUM
**Description:** Micro-optimizations for hot paths can add up to meaningful improvements.
## 8. Advanced Patterns (advanced)
**Impact:** LOW
**Description:** Advanced patterns for specific cases that require careful implementation.
FILE:rules/_template.md
---
title: Rule Title Here
impact: MEDIUM
impactDescription: Optional description of impact (e.g., "20-50% improvement")
tags: tag1, tag2
---
## Rule Title Here
**Impact: MEDIUM (optional impact description)**
Brief explanation of the rule and why it matters. This should be clear and concise, explaining the performance implications.
**Incorrect (description of what's wrong):**
```typescript
// Bad code example here
const bad = example()
```
**Correct (description of what's right):**
```typescript
// Good code example here
const good = example()
```
Reference: [Link to documentation or resource](https://example.com)
FILE:rules/advanced-event-handler-refs.md
---
title: Store Event Handlers in Refs
impact: LOW
impactDescription: stable subscriptions
tags: advanced, hooks, refs, event-handlers, optimization
---
## Store Event Handlers in Refs
Store callbacks in refs when used in effects that shouldn't re-subscribe on callback changes.
**Incorrect (re-subscribes on every render):**
```tsx
function useWindowEvent(event: string, handler: (e) => void) {
useEffect(() => {
window.addEventListener(event, handler)
return () => window.removeEventListener(event, handler)
}, [event, handler])
}
```
**Correct (stable subscription):**
```tsx
function useWindowEvent(event: string, handler: (e) => void) {
const handlerRef = useRef(handler)
useEffect(() => {
handlerRef.current = handler
}, [handler])
useEffect(() => {
const listener = (e) => handlerRef.current(e)
window.addEventListener(event, listener)
return () => window.removeEventListener(event, listener)
}, [event])
}
```
**Alternative: use `useEffectEvent` if you're on latest React:**
```tsx
import { useEffectEvent } from 'react'
function useWindowEvent(event: string, handler: (e) => void) {
const onEvent = useEffectEvent(handler)
useEffect(() => {
window.addEventListener(event, onEvent)
return () => window.removeEventListener(event, onEvent)
}, [event])
}
```
`useEffectEvent` provides a cleaner API for the same pattern: it creates a stable function reference that always calls the latest version of the handler.
FILE:rules/advanced-init-once.md
---
title: Initialize App Once, Not Per Mount
impact: LOW-MEDIUM
impactDescription: avoids duplicate init in development
tags: initialization, useEffect, app-startup, side-effects
---
## Initialize App Once, Not Per Mount
Do not put app-wide initialization that must run once per app load inside `useEffect([])` of a component. Components can remount and effects will re-run. Use a module-level guard or top-level init in the entry module instead.
**Incorrect (runs twice in dev, re-runs on remount):**
```tsx
function Comp() {
useEffect(() => {
loadFromStorage()
checkAuthToken()
}, [])
// ...
}
```
**Correct (once per app load):**
```tsx
let didInit = false
function Comp() {
useEffect(() => {
if (didInit) return
didInit = true
loadFromStorage()
checkAuthToken()
}, [])
// ...
}
```
Reference: [Initializing the application](https://react.dev/learn/you-might-not-need-an-effect#initializing-the-application)
FILE:rules/advanced-use-latest.md
---
title: useEffectEvent for Stable Callback Refs
impact: LOW
impactDescription: prevents effect re-runs
tags: advanced, hooks, useEffectEvent, refs, optimization
---
## useEffectEvent for Stable Callback Refs
Access latest values in callbacks without adding them to dependency arrays. Prevents effect re-runs while avoiding stale closures.
**Incorrect (effect re-runs on every callback change):**
```tsx
function SearchInput({ onSearch }: { onSearch: (q: string) => void }) {
const [query, setQuery] = useState('')
useEffect(() => {
const timeout = setTimeout(() => onSearch(query), 300)
return () => clearTimeout(timeout)
}, [query, onSearch])
}
```
**Correct (using React's useEffectEvent):**
```tsx
import { useEffectEvent } from 'react';
function SearchInput({ onSearch }: { onSearch: (q: string) => void }) {
const [query, setQuery] = useState('')
const onSearchEvent = useEffectEvent(onSearch)
useEffect(() => {
const timeout = setTimeout(() => onSearchEvent(query), 300)
return () => clearTimeout(timeout)
}, [query])
}
```
FILE:rules/async-api-routes.md
---
title: Prevent Waterfall Chains in API Routes
impact: CRITICAL
impactDescription: 2-10× improvement
tags: api-routes, server-actions, waterfalls, parallelization
---
## Prevent Waterfall Chains in API Routes
In API routes and Server Actions, start independent operations immediately, even if you don't await them yet.
**Incorrect (config waits for auth, data waits for both):**
```typescript
export async function GET(request: Request) {
const session = await auth()
const config = await fetchConfig()
const data = await fetchData(session.user.id)
return Response.json({ data, config })
}
```
**Correct (auth and config start immediately):**
```typescript
export async function GET(request: Request) {
const sessionPromise = auth()
const configPromise = fetchConfig()
const session = await sessionPromise
const [config, data] = await Promise.all([
configPromise,
fetchData(session.user.id)
])
return Response.json({ data, config })
}
```
For operations with more complex dependency chains, use `better-all` to automatically maximize parallelism (see Dependency-Based Parallelization).
FILE:rules/async-defer-await.md
---
title: Defer Await Until Needed
impact: HIGH
impactDescription: avoids blocking unused code paths
tags: async, await, conditional, optimization
---
## Defer Await Until Needed
Move `await` operations into the branches where they're actually used to avoid blocking code paths that don't need them.
**Incorrect (blocks both branches):**
```typescript
async function handleRequest(userId: string, skipProcessing: boolean) {
const userData = await fetchUserData(userId)
if (skipProcessing) {
// Returns immediately but still waited for userData
return { skipped: true }
}
// Only this branch uses userData
return processUserData(userData)
}
```
**Correct (only blocks when needed):**
```typescript
async function handleRequest(userId: string, skipProcessing: boolean) {
if (skipProcessing) {
// Returns immediately without waiting
return { skipped: true }
}
// Fetch only when needed
const userData = await fetchUserData(userId)
return processUserData(userData)
}
```
**Another example (early return optimization):**
```typescript
// Incorrect: always fetches permissions
async function updateResource(resourceId: string, userId: string) {
const permissions = await fetchPermissions(userId)
const resource = await getResource(resourceId)
if (!resource) {
return { error: 'Not found' }
}
if (!permissions.canEdit) {
return { error: 'Forbidden' }
}
return await updateResourceData(resource, permissions)
}
// Correct: fetches only when needed
async function updateResource(resourceId: string, userId: string) {
const resource = await getResource(resourceId)
if (!resource) {
return { error: 'Not found' }
}
const permissions = await fetchPermissions(userId)
if (!permissions.canEdit) {
return { error: 'Forbidden' }
}
return await updateResourceData(resource, permissions)
}
```
This optimization is especially valuable when the skipped branch is frequently taken, or when the deferred operation is expensive.
FILE:rules/async-dependencies.md
---
title: Dependency-Based Parallelization
impact: CRITICAL
impactDescription: 2-10× improvement
tags: async, parallelization, dependencies, better-all
---
## Dependency-Based Parallelization
For operations with partial dependencies, use `better-all` to maximize parallelism. It automatically starts each task at the earliest possible moment.
**Incorrect (profile waits for config unnecessarily):**
```typescript
const [user, config] = await Promise.all([
fetchUser(),
fetchConfig()
])
const profile = await fetchProfile(user.id)
```
**Correct (config and profile run in parallel):**
```typescript
import { all } from 'better-all'
const { user, config, profile } = await all({
async user() { return fetchUser() },
async config() { return fetchConfig() },
async profile() {
return fetchProfile((await this.$.user).id)
}
})
```
**Alternative without extra dependencies:**
We can also create all the promises first, and do `Promise.all()` at the end.
```typescript
const userPromise = fetchUser()
const profilePromise = userPromise.then(user => fetchProfile(user.id))
const [user, config, profile] = await Promise.all([
userPromise,
fetchConfig(),
profilePromise
])
```
Reference: [https://github.com/shuding/better-all](https://github.com/shuding/better-all)
FILE:rules/async-parallel.md
---
title: Promise.all() for Independent Operations
impact: CRITICAL
impactDescription: 2-10× improvement
tags: async, parallelization, promises, waterfalls
---
## Promise.all() for Independent Operations
When async operations have no interdependencies, execute them concurrently using `Promise.all()`.
**Incorrect (sequential execution, 3 round trips):**
```typescript
const user = await fetchUser()
const posts = await fetchPosts()
const comments = await fetchComments()
```
**Correct (parallel execution, 1 round trip):**
```typescript
const [user, posts, comments] = await Promise.all([
fetchUser(),
fetchPosts(),
fetchComments()
])
```
FILE:rules/async-suspense-boundaries.md
---
title: Strategic Suspense Boundaries
impact: HIGH
impactDescription: faster initial paint
tags: async, suspense, streaming, layout-shift
---
## Strategic Suspense Boundaries
Instead of awaiting data in async components before returning JSX, use Suspense boundaries to show the wrapper UI faster while data loads.
**Incorrect (wrapper blocked by data fetching):**
```tsx
async function Page() {
const data = await fetchData() // Blocks entire page
return (
<div>
<div>Sidebar</div>
<div>Header</div>
<div>
<DataDisplay data={data} />
</div>
<div>Footer</div>
</div>
)
}
```
The entire layout waits for data even though only the middle section needs it.
**Correct (wrapper shows immediately, data streams in):**
```tsx
function Page() {
return (
<div>
<div>Sidebar</div>
<div>Header</div>
<div>
<Suspense fallback={<Skeleton />}>
<DataDisplay />
</Suspense>
</div>
<div>Footer</div>
</div>
)
}
async function DataDisplay() {
const data = await fetchData() // Only blocks this component
return <div>{data.content}</div>
}
```
Sidebar, Header, and Footer render immediately. Only DataDisplay waits for data.
**Alternative (share promise across components):**
```tsx
function Page() {
// Start fetch immediately, but don't await
const dataPromise = fetchData()
return (
<div>
<div>Sidebar</div>
<div>Header</div>
<Suspense fallback={<Skeleton />}>
<DataDisplay dataPromise={dataPromise} />
<DataSummary dataPromise={dataPromise} />
</Suspense>
<div>Footer</div>
</div>
)
}
function DataDisplay({ dataPromise }: { dataPromise: Promise<Data> }) {
const data = use(dataPromise) // Unwraps the promise
return <div>{data.content}</div>
}
function DataSummary({ dataPromise }: { dataPromise: Promise<Data> }) {
const data = use(dataPromise) // Reuses the same promise
return <div>{data.summary}</div>
}
```
Both components share the same promise, so only one fetch occurs. Layout renders immediately while both components wait together.
**When NOT to use this pattern:**
- Critical data needed for layout decisions (affects positioning)
- SEO-critical content above the fold
- Small, fast queries where suspense overhead isn't worth it
- When you want to avoid layout shift (loading → content jump)
**Trade-off:** Faster initial paint vs potential layout shift. Choose based on your UX priorities.
FILE:rules/bundle-barrel-imports.md
---
title: Avoid Barrel File Imports
impact: CRITICAL
impactDescription: 200-800ms import cost, slow builds
tags: bundle, imports, tree-shaking, barrel-files, performance
---
## Avoid Barrel File Imports
Import directly from source files instead of barrel files to avoid loading thousands of unused modules. **Barrel files** are entry points that re-export multiple modules (e.g., `index.js` that does `export * from './module'`).
Popular icon and component libraries can have **up to 10,000 re-exports** in their entry file. For many React packages, **it takes 200-800ms just to import them**, affecting both development speed and production cold starts.
**Why tree-shaking doesn't help:** When a library is marked as external (not bundled), the bundler can't optimize it. If you bundle it to enable tree-shaking, builds become substantially slower analyzing the entire module graph.
**Incorrect (imports entire library):**
```tsx
import { Check, X, Menu } from 'lucide-react'
// Loads 1,583 modules, takes ~2.8s extra in dev
// Runtime cost: 200-800ms on every cold start
import { Button, TextField } from '@mui/material'
// Loads 2,225 modules, takes ~4.2s extra in dev
```
**Correct (imports only what you need):**
```tsx
import Check from 'lucide-react/dist/esm/icons/check'
import X from 'lucide-react/dist/esm/icons/x'
import Menu from 'lucide-react/dist/esm/icons/menu'
// Loads only 3 modules (~2KB vs ~1MB)
import Button from '@mui/material/Button'
import TextField from '@mui/material/TextField'
// Loads only what you use
```
**Alternative (Next.js 13.5+):**
```js
// next.config.js - use optimizePackageImports
module.exports = {
experimental: {
optimizePackageImports: ['lucide-react', '@mui/material']
}
}
// Then you can keep the ergonomic barrel imports:
import { Check, X, Menu } from 'lucide-react'
// Automatically transformed to direct imports at build time
```
Direct imports provide 15-70% faster dev boot, 28% faster builds, 40% faster cold starts, and significantly faster HMR.
Libraries commonly affected: `lucide-react`, `@mui/material`, `@mui/icons-material`, `@tabler/icons-react`, `react-icons`, `@headlessui/react`, `@radix-ui/react-*`, `lodash`, `ramda`, `date-fns`, `rxjs`, `react-use`.
Reference: [How we optimized package imports in Next.js](https://vercel.com/blog/how-we-optimized-package-imports-in-next-js)
FILE:rules/bundle-conditional.md
---
title: Conditional Module Loading
impact: HIGH
impactDescription: loads large data only when needed
tags: bundle, conditional-loading, lazy-loading
---
## Conditional Module Loading
Load large data or modules only when a feature is activated.
**Example (lazy-load animation frames):**
```tsx
function AnimationPlayer({ enabled, setEnabled }: { enabled: boolean; setEnabled: React.Dispatch<React.SetStateAction<boolean>> }) {
const [frames, setFrames] = useState<Frame[] | null>(null)
useEffect(() => {
if (enabled && !frames && typeof window !== 'undefined') {
import('./animation-frames.js')
.then(mod => setFrames(mod.frames))
.catch(() => setEnabled(false))
}
}, [enabled, frames, setEnabled])
if (!frames) return <Skeleton />
return <Canvas frames={frames} />
}
```
The `typeof window !== 'undefined'` check prevents bundling this module for SSR, optimizing server bundle size and build speed.
FILE:rules/bundle-defer-third-party.md
---
title: Defer Non-Critical Third-Party Libraries
impact: MEDIUM
impactDescription: loads after hydration
tags: bundle, third-party, analytics, defer
---
## Defer Non-Critical Third-Party Libraries
Analytics, logging, and error tracking don't block user interaction. Load them after hydration.
**Incorrect (blocks initial bundle):**
```tsx
import { Analytics } from '@vercel/analytics/react'
export default function RootLayout({ children }) {
return (
<html>
<body>
{children}
<Analytics />
</body>
</html>
)
}
```
**Correct (loads after hydration):**
```tsx
import dynamic from 'next/dynamic'
const Analytics = dynamic(
() => import('@vercel/analytics/react').then(m => m.Analytics),
{ ssr: false }
)
export default function RootLayout({ children }) {
return (
<html>
<body>
{children}
<Analytics />
</body>
</html>
)
}
```
FILE:rules/bundle-dynamic-imports.md
---
title: Dynamic Imports for Heavy Components
impact: CRITICAL
impactDescription: directly affects TTI and LCP
tags: bundle, dynamic-import, code-splitting, next-dynamic
---
## Dynamic Imports for Heavy Components
Use `next/dynamic` to lazy-load large components not needed on initial render.
**Incorrect (Monaco bundles with main chunk ~300KB):**
```tsx
import { MonacoEditor } from './monaco-editor'
function CodePanel({ code }: { code: string }) {
return <MonacoEditor value={code} />
}
```
**Correct (Monaco loads on demand):**
```tsx
import dynamic from 'next/dynamic'
const MonacoEditor = dynamic(
() => import('./monaco-editor').then(m => m.MonacoEditor),
{ ssr: false }
)
function CodePanel({ code }: { code: string }) {
return <MonacoEditor value={code} />
}
```
FILE:rules/bundle-preload.md
---
title: Preload Based on User Intent
impact: MEDIUM
impactDescription: reduces perceived latency
tags: bundle, preload, user-intent, hover
---
## Preload Based on User Intent
Preload heavy bundles before they're needed to reduce perceived latency.
**Example (preload on hover/focus):**
```tsx
function EditorButton({ onClick }: { onClick: () => void }) {
const preload = () => {
if (typeof window !== 'undefined') {
void import('./monaco-editor')
}
}
return (
<button
onMouseEnter={preload}
onFocus={preload}
onClick={onClick}
>
Open Editor
</button>
)
}
```
**Example (preload when feature flag is enabled):**
```tsx
function FlagsProvider({ children, flags }: Props) {
useEffect(() => {
if (flags.editorEnabled && typeof window !== 'undefined') {
void import('./monaco-editor').then(mod => mod.init())
}
}, [flags.editorEnabled])
return <FlagsContext.Provider value={flags}>
{children}
</FlagsContext.Provider>
}
```
The `typeof window !== 'undefined'` check prevents bundling preloaded modules for SSR, optimizing server bundle size and build speed.
FILE:rules/client-event-listeners.md
---
title: Deduplicate Global Event Listeners
impact: LOW
impactDescription: single listener for N components
tags: client, swr, event-listeners, subscription
---
## Deduplicate Global Event Listeners
Use `useSWRSubscription()` to share global event listeners across component instances.
**Incorrect (N instances = N listeners):**
```tsx
function useKeyboardShortcut(key: string, callback: () => void) {
useEffect(() => {
const handler = (e: KeyboardEvent) => {
if (e.metaKey && e.key === key) {
callback()
}
}
window.addEventListener('keydown', handler)
return () => window.removeEventListener('keydown', handler)
}, [key, callback])
}
```
When using the `useKeyboardShortcut` hook multiple times, each instance will register a new listener.
**Correct (N instances = 1 listener):**
```tsx
import useSWRSubscription from 'swr/subscription'
// Module-level Map to track callbacks per key
const keyCallbacks = new Map<string, Set<() => void>>()
function useKeyboardShortcut(key: string, callback: () => void) {
// Register this callback in the Map
useEffect(() => {
if (!keyCallbacks.has(key)) {
keyCallbacks.set(key, new Set())
}
keyCallbacks.get(key)!.add(callback)
return () => {
const set = keyCallbacks.get(key)
if (set) {
set.delete(callback)
if (set.size === 0) {
keyCallbacks.delete(key)
}
}
}
}, [key, callback])
useSWRSubscription('global-keydown', () => {
const handler = (e: KeyboardEvent) => {
if (e.metaKey && keyCallbacks.has(e.key)) {
keyCallbacks.get(e.key)!.forEach(cb => cb())
}
}
window.addEventListener('keydown', handler)
return () => window.removeEventListener('keydown', handler)
})
}
function Profile() {
// Multiple shortcuts will share the same listener
useKeyboardShortcut('p', () => { /* ... */ })
useKeyboardShortcut('k', () => { /* ... */ })
// ...
}
```
FILE:rules/client-localstorage-schema.md
---
title: Version and Minimize localStorage Data
impact: MEDIUM
impactDescription: prevents schema conflicts, reduces storage size
tags: client, localStorage, storage, versioning, data-minimization
---
## Version and Minimize localStorage Data
Add version prefix to keys and store only needed fields. Prevents schema conflicts and accidental storage of sensitive data.
**Incorrect:**
```typescript
// No version, stores everything, no error handling
localStorage.setItem('userConfig', JSON.stringify(fullUserObject))
const data = localStorage.getItem('userConfig')
```
**Correct:**
```typescript
const VERSION = 'v2'
function saveConfig(config: { theme: string; language: string }) {
try {
localStorage.setItem(`userConfig:VERSION`, JSON.stringify(config))
} catch {
// Throws in incognito/private browsing, quota exceeded, or disabled
}
}
function loadConfig() {
try {
const data = localStorage.getItem(`userConfig:VERSION`)
return data ? JSON.parse(data) : null
} catch {
return null
}
}
// Migration from v1 to v2
function migrate() {
try {
const v1 = localStorage.getItem('userConfig:v1')
if (v1) {
const old = JSON.parse(v1)
saveConfig({ theme: old.darkMode ? 'dark' : 'light', language: old.lang })
localStorage.removeItem('userConfig:v1')
}
} catch {}
}
```
**Store minimal fields from server responses:**
```typescript
// User object has 20+ fields, only store what UI needs
function cachePrefs(user: FullUser) {
try {
localStorage.setItem('prefs:v1', JSON.stringify({
theme: user.preferences.theme,
notifications: user.preferences.notifications
}))
} catch {}
}
```
**Always wrap in try-catch:** `getItem()` and `setItem()` throw in incognito/private browsing (Safari, Firefox), when quota exceeded, or when disabled.
**Benefits:** Schema evolution via versioning, reduced storage size, prevents storing tokens/PII/internal flags.
FILE:rules/client-passive-event-listeners.md
---
title: Use Passive Event Listeners for Scrolling Performance
impact: MEDIUM
impactDescription: eliminates scroll delay caused by event listeners
tags: client, event-listeners, scrolling, performance, touch, wheel
---
## Use Passive Event Listeners for Scrolling Performance
Add `{ passive: true }` to touch and wheel event listeners to enable immediate scrolling. Browsers normally wait for listeners to finish to check if `preventDefault()` is called, causing scroll delay.
**Incorrect:**
```typescript
useEffect(() => {
const handleTouch = (e: TouchEvent) => console.log(e.touches[0].clientX)
const handleWheel = (e: WheelEvent) => console.log(e.deltaY)
document.addEventListener('touchstart', handleTouch)
document.addEventListener('wheel', handleWheel)
return () => {
document.removeEventListener('touchstart', handleTouch)
document.removeEventListener('wheel', handleWheel)
}
}, [])
```
**Correct:**
```typescript
useEffect(() => {
const handleTouch = (e: TouchEvent) => console.log(e.touches[0].clientX)
const handleWheel = (e: WheelEvent) => console.log(e.deltaY)
document.addEventListener('touchstart', handleTouch, { passive: true })
document.addEventListener('wheel', handleWheel, { passive: true })
return () => {
document.removeEventListener('touchstart', handleTouch)
document.removeEventListener('wheel', handleWheel)
}
}, [])
```
**Use passive when:** tracking/analytics, logging, any listener that doesn't call `preventDefault()`.
**Don't use passive when:** implementing custom swipe gestures, custom zoom controls, or any listener that needs `preventDefault()`.
FILE:rules/client-swr-dedup.md
---
title: Use SWR for Automatic Deduplication
impact: MEDIUM-HIGH
impactDescription: automatic deduplication
tags: client, swr, deduplication, data-fetching
---
## Use SWR for Automatic Deduplication
SWR enables request deduplication, caching, and revalidation across component instances.
**Incorrect (no deduplication, each instance fetches):**
```tsx
function UserList() {
const [users, setUsers] = useState([])
useEffect(() => {
fetch('/api/users')
.then(r => r.json())
.then(setUsers)
}, [])
}
```
**Correct (multiple instances share one request):**
```tsx
import useSWR from 'swr'
function UserList() {
const { data: users } = useSWR('/api/users', fetcher)
}
```
**For immutable data:**
```tsx
import { useImmutableSWR } from '@/lib/swr'
function StaticContent() {
const { data } = useImmutableSWR('/api/config', fetcher)
}
```
**For mutations:**
```tsx
import { useSWRMutation } from 'swr/mutation'
function UpdateButton() {
const { trigger } = useSWRMutation('/api/user', updateUser)
return <button onClick={() => trigger()}>Update</button>
}
```
Reference: [https://swr.vercel.app](https://swr.vercel.app)
FILE:rules/js-batch-dom-css.md
---
title: Avoid Layout Thrashing
impact: MEDIUM
impactDescription: prevents forced synchronous layouts and reduces performance bottlenecks
tags: javascript, dom, css, performance, reflow, layout-thrashing
---
## Avoid Layout Thrashing
Avoid interleaving style writes with layout reads. When you read a layout property (like `offsetWidth`, `getBoundingClientRect()`, or `getComputedStyle()`) between style changes, the browser is forced to trigger a synchronous reflow.
**This is OK (browser batches style changes):**
```typescript
function updateElementStyles(element: HTMLElement) {
// Each line invalidates style, but browser batches the recalculation
element.style.width = '100px'
element.style.height = '200px'
element.style.backgroundColor = 'blue'
element.style.border = '1px solid black'
}
```
**Incorrect (interleaved reads and writes force reflows):**
```typescript
function layoutThrashing(element: HTMLElement) {
element.style.width = '100px'
const width = element.offsetWidth // Forces reflow
element.style.height = '200px'
const height = element.offsetHeight // Forces another reflow
}
```
**Correct (batch writes, then read once):**
```typescript
function updateElementStyles(element: HTMLElement) {
// Batch all writes together
element.style.width = '100px'
element.style.height = '200px'
element.style.backgroundColor = 'blue'
element.style.border = '1px solid black'
// Read after all writes are done (single reflow)
const { width, height } = element.getBoundingClientRect()
}
```
**Correct (batch reads, then writes):**
```typescript
function avoidThrashing(element: HTMLElement) {
// Read phase - all layout queries first
const rect1 = element.getBoundingClientRect()
const offsetWidth = element.offsetWidth
const offsetHeight = element.offsetHeight
// Write phase - all style changes after
element.style.width = '100px'
element.style.height = '200px'
}
```
**Better: use CSS classes**
```css
.highlighted-box {
width: 100px;
height: 200px;
background-color: blue;
border: 1px solid black;
}
```
```typescript
function updateElementStyles(element: HTMLElement) {
element.classList.add('highlighted-box')
const { width, height } = element.getBoundingClientRect()
}
```
**React example:**
```tsx
// Incorrect: interleaving style changes with layout queries
function Box({ isHighlighted }: { isHighlighted: boolean }) {
const ref = useRef<HTMLDivElement>(null)
useEffect(() => {
if (ref.current && isHighlighted) {
ref.current.style.width = '100px'
const width = ref.current.offsetWidth // Forces layout
ref.current.style.height = '200px'
}
}, [isHighlighted])
return <div ref={ref}>Content</div>
}
// Correct: toggle class
function Box({ isHighlighted }: { isHighlighted: boolean }) {
return (
<div className={isHighlighted ? 'highlighted-box' : ''}>
Content
</div>
)
}
```
Prefer CSS classes over inline styles when possible. CSS files are cached by the browser, and classes provide better separation of concerns and are easier to maintain.
See [this gist](https://gist.github.com/paulirish/5d52fb081b3570c81e3a) and [CSS Triggers](https://csstriggers.com/) for more information on layout-forcing operations.
FILE:rules/js-cache-function-results.md
---
title: Cache Repeated Function Calls
impact: MEDIUM
impactDescription: avoid redundant computation
tags: javascript, cache, memoization, performance
---
## Cache Repeated Function Calls
Use a module-level Map to cache function results when the same function is called repeatedly with the same inputs during render.
**Incorrect (redundant computation):**
```typescript
function ProjectList({ projects }: { projects: Project[] }) {
return (
<div>
{projects.map(project => {
// slugify() called 100+ times for same project names
const slug = slugify(project.name)
return <ProjectCard key={project.id} slug={slug} />
})}
</div>
)
}
```
**Correct (cached results):**
```typescript
// Module-level cache
const slugifyCache = new Map<string, string>()
function cachedSlugify(text: string): string {
if (slugifyCache.has(text)) {
return slugifyCache.get(text)!
}
const result = slugify(text)
slugifyCache.set(text, result)
return result
}
function ProjectList({ projects }: { projects: Project[] }) {
return (
<div>
{projects.map(project => {
// Computed only once per unique project name
const slug = cachedSlugify(project.name)
return <ProjectCard key={project.id} slug={slug} />
})}
</div>
)
}
```
**Simpler pattern for single-value functions:**
```typescript
let isLoggedInCache: boolean | null = null
function isLoggedIn(): boolean {
if (isLoggedInCache !== null) {
return isLoggedInCache
}
isLoggedInCache = document.cookie.includes('auth=')
return isLoggedInCache
}
// Clear cache when auth changes
function onAuthChange() {
isLoggedInCache = null
}
```
Use a Map (not a hook) so it works everywhere: utilities, event handlers, not just React components.
Reference: [How we made the Vercel Dashboard twice as fast](https://vercel.com/blog/how-we-made-the-vercel-dashboard-twice-as-fast)
FILE:rules/js-cache-property-access.md
---
title: Cache Property Access in Loops
impact: LOW-MEDIUM
impactDescription: reduces lookups
tags: javascript, loops, optimization, caching
---
## Cache Property Access in Loops
Cache object property lookups in hot paths.
**Incorrect (3 lookups × N iterations):**
```typescript
for (let i = 0; i < arr.length; i++) {
process(obj.config.settings.value)
}
```
**Correct (1 lookup total):**
```typescript
const value = obj.config.settings.value
const len = arr.length
for (let i = 0; i < len; i++) {
process(value)
}
```
FILE:rules/js-cache-storage.md
---
title: Cache Storage API Calls
impact: LOW-MEDIUM
impactDescription: reduces expensive I/O
tags: javascript, localStorage, storage, caching, performance
---
## Cache Storage API Calls
`localStorage`, `sessionStorage`, and `document.cookie` are synchronous and expensive. Cache reads in memory.
**Incorrect (reads storage on every call):**
```typescript
function getTheme() {
return localStorage.getItem('theme') ?? 'light'
}
// Called 10 times = 10 storage reads
```
**Correct (Map cache):**
```typescript
const storageCache = new Map<string, string | null>()
function getLocalStorage(key: string) {
if (!storageCache.has(key)) {
storageCache.set(key, localStorage.getItem(key))
}
return storageCache.get(key)
}
function setLocalStorage(key: string, value: string) {
localStorage.setItem(key, value)
storageCache.set(key, value) // keep cache in sync
}
```
Use a Map (not a hook) so it works everywhere: utilities, event handlers, not just React components.
**Cookie caching:**
```typescript
let cookieCache: Record<string, string> | null = null
function getCookie(name: string) {
if (!cookieCache) {
cookieCache = Object.fromEntries(
document.cookie.split('; ').map(c => c.split('='))
)
}
return cookieCache[name]
}
```
**Important (invalidate on external changes):**
If storage can change externally (another tab, server-set cookies), invalidate cache:
```typescript
window.addEventListener('storage', (e) => {
if (e.key) storageCache.delete(e.key)
})
document.addEventListener('visibilitychange', () => {
if (document.visibilityState === 'visible') {
storageCache.clear()
}
})
```
FILE:rules/js-combine-iterations.md
---
title: Combine Multiple Array Iterations
impact: LOW-MEDIUM
impactDescription: reduces iterations
tags: javascript, arrays, loops, performance
---
## Combine Multiple Array Iterations
Multiple `.filter()` or `.map()` calls iterate the array multiple times. Combine into one loop.
**Incorrect (3 iterations):**
```typescript
const admins = users.filter(u => u.isAdmin)
const testers = users.filter(u => u.isTester)
const inactive = users.filter(u => !u.isActive)
```
**Correct (1 iteration):**
```typescript
const admins: User[] = []
const testers: User[] = []
const inactive: User[] = []
for (const user of users) {
if (user.isAdmin) admins.push(user)
if (user.isTester) testers.push(user)
if (!user.isActive) inactive.push(user)
}
```
FILE:rules/js-early-exit.md
---
title: Early Return from Functions
impact: LOW-MEDIUM
impactDescription: avoids unnecessary computation
tags: javascript, functions, optimization, early-return
---
## Early Return from Functions
Return early when result is determined to skip unnecessary processing.
**Incorrect (processes all items even after finding answer):**
```typescript
function validateUsers(users: User[]) {
let hasError = false
let errorMessage = ''
for (const user of users) {
if (!user.email) {
hasError = true
errorMessage = 'Email required'
}
if (!user.name) {
hasError = true
errorMessage = 'Name required'
}
// Continues checking all users even after error found
}
return hasError ? { valid: false, error: errorMessage } : { valid: true }
}
```
**Correct (returns immediately on first error):**
```typescript
function validateUsers(users: User[]) {
for (const user of users) {
if (!user.email) {
return { valid: false, error: 'Email required' }
}
if (!user.name) {
return { valid: false, error: 'Name required' }
}
}
return { valid: true }
}
```
FILE:rules/js-flatmap-filter.md
---
title: Use flatMap to Map and Filter in One Pass
impact: LOW-MEDIUM
impactDescription: eliminates intermediate array
tags: javascript, arrays, flatMap, filter, performance
---
## Use flatMap to Map and Filter in One Pass
**Impact: LOW-MEDIUM (eliminates intermediate array)**
Chaining `.map().filter(Boolean)` creates an intermediate array and iterates twice. Use `.flatMap()` to transform and filter in a single pass.
**Incorrect (2 iterations, intermediate array):**
```typescript
const userNames = users
.map(user => user.isActive ? user.name : null)
.filter(Boolean)
```
**Correct (1 iteration, no intermediate array):**
```typescript
const userNames = users.flatMap(user =>
user.isActive ? [user.name] : []
)
```
**More examples:**
```typescript
// Extract valid emails from responses
// Before
const emails = responses
.map(r => r.success ? r.data.email : null)
.filter(Boolean)
// After
const emails = responses.flatMap(r =>
r.success ? [r.data.email] : []
)
// Parse and filter valid numbers
// Before
const numbers = strings
.map(s => parseInt(s, 10))
.filter(n => !isNaN(n))
// After
const numbers = strings.flatMap(s => {
const n = parseInt(s, 10)
return isNaN(n) ? [] : [n]
})
```
**When to use:**
- Transforming items while filtering some out
- Conditional mapping where some inputs produce no output
- Parsing/validating where invalid inputs should be skipped
FILE:rules/js-hoist-regexp.md
---
title: Hoist RegExp Creation
impact: LOW-MEDIUM
impactDescription: avoids recreation
tags: javascript, regexp, optimization, memoization
---
## Hoist RegExp Creation
Don't create RegExp inside render. Hoist to module scope or memoize with `useMemo()`.
**Incorrect (new RegExp every render):**
```tsx
function Highlighter({ text, query }: Props) {
const regex = new RegExp(`(query)`, 'gi')
const parts = text.split(regex)
return <>{parts.map((part, i) => ...)}</>
}
```
**Correct (memoize or hoist):**
```tsx
const EMAIL_REGEX = /^[^\s@]+@[^\s@]+\.[^\s@]+$/
function Highlighter({ text, query }: Props) {
const regex = useMemo(
() => new RegExp(`(escapeRegex(query))`, 'gi'),
[query]
)
const parts = text.split(regex)
return <>{parts.map((part, i) => ...)}</>
}
```
**Warning (global regex has mutable state):**
Global regex (`/g`) has mutable `lastIndex` state:
```typescript
const regex = /foo/g
regex.test('foo') // true, lastIndex = 3
regex.test('foo') // false, lastIndex = 0
```
FILE:rules/js-index-maps.md
---
title: Build Index Maps for Repeated Lookups
impact: LOW-MEDIUM
impactDescription: 1M ops to 2K ops
tags: javascript, map, indexing, optimization, performance
---
## Build Index Maps for Repeated Lookups
Multiple `.find()` calls by the same key should use a Map.
**Incorrect (O(n) per lookup):**
```typescript
function processOrders(orders: Order[], users: User[]) {
return orders.map(order => ({
...order,
user: users.find(u => u.id === order.userId)
}))
}
```
**Correct (O(1) per lookup):**
```typescript
function processOrders(orders: Order[], users: User[]) {
const userById = new Map(users.map(u => [u.id, u]))
return orders.map(order => ({
...order,
user: userById.get(order.userId)
}))
}
```
Build map once (O(n)), then all lookups are O(1).
For 1000 orders × 1000 users: 1M ops → 2K ops.
FILE:rules/js-length-check-first.md
---
title: Early Length Check for Array Comparisons
impact: MEDIUM-HIGH
impactDescription: avoids expensive operations when lengths differ
tags: javascript, arrays, performance, optimization, comparison
---
## Early Length Check for Array Comparisons
When comparing arrays with expensive operations (sorting, deep equality, serialization), check lengths first. If lengths differ, the arrays cannot be equal.
In real-world applications, this optimization is especially valuable when the comparison runs in hot paths (event handlers, render loops).
**Incorrect (always runs expensive comparison):**
```typescript
function hasChanges(current: string[], original: string[]) {
// Always sorts and joins, even when lengths differ
return current.sort().join() !== original.sort().join()
}
```
Two O(n log n) sorts run even when `current.length` is 5 and `original.length` is 100. There is also overhead of joining the arrays and comparing the strings.
**Correct (O(1) length check first):**
```typescript
function hasChanges(current: string[], original: string[]) {
// Early return if lengths differ
if (current.length !== original.length) {
return true
}
// Only sort when lengths match
const currentSorted = current.toSorted()
const originalSorted = original.toSorted()
for (let i = 0; i < currentSorted.length; i++) {
if (currentSorted[i] !== originalSorted[i]) {
return true
}
}
return false
}
```
This new approach is more efficient because:
- It avoids the overhead of sorting and joining the arrays when lengths differ
- It avoids consuming memory for the joined strings (especially important for large arrays)
- It avoids mutating the original arrays
- It returns early when a difference is found
FILE:rules/js-min-max-loop.md
---
title: Use Loop for Min/Max Instead of Sort
impact: LOW
impactDescription: O(n) instead of O(n log n)
tags: javascript, arrays, performance, sorting, algorithms
---
## Use Loop for Min/Max Instead of Sort
Finding the smallest or largest element only requires a single pass through the array. Sorting is wasteful and slower.
**Incorrect (O(n log n) - sort to find latest):**
```typescript
interface Project {
id: string
name: string
updatedAt: number
}
function getLatestProject(projects: Project[]) {
const sorted = [...projects].sort((a, b) => b.updatedAt - a.updatedAt)
return sorted[0]
}
```
Sorts the entire array just to find the maximum value.
**Incorrect (O(n log n) - sort for oldest and newest):**
```typescript
function getOldestAndNewest(projects: Project[]) {
const sorted = [...projects].sort((a, b) => a.updatedAt - b.updatedAt)
return { oldest: sorted[0], newest: sorted[sorted.length - 1] }
}
```
Still sorts unnecessarily when only min/max are needed.
**Correct (O(n) - single loop):**
```typescript
function getLatestProject(projects: Project[]) {
if (projects.length === 0) return null
let latest = projects[0]
for (let i = 1; i < projects.length; i++) {
if (projects[i].updatedAt > latest.updatedAt) {
latest = projects[i]
}
}
return latest
}
function getOldestAndNewest(projects: Project[]) {
if (projects.length === 0) return { oldest: null, newest: null }
let oldest = projects[0]
let newest = projects[0]
for (let i = 1; i < projects.length; i++) {
if (projects[i].updatedAt < oldest.updatedAt) oldest = projects[i]
if (projects[i].updatedAt > newest.updatedAt) newest = projects[i]
}
return { oldest, newest }
}
```
Single pass through the array, no copying, no sorting.
**Alternative (Math.min/Math.max for small arrays):**
```typescript
const numbers = [5, 2, 8, 1, 9]
const min = Math.min(...numbers)
const max = Math.max(...numbers)
```
This works for small arrays, but can be slower or just throw an error for very large arrays due to spread operator limitations. Maximal array length is approximately 124000 in Chrome 143 and 638000 in Safari 18; exact numbers may vary - see [the fiddle](https://jsfiddle.net/qw1jabsx/4/). Use the loop approach for reliability.
FILE:rules/js-set-map-lookups.md
---
title: Use Set/Map for O(1) Lookups
impact: LOW-MEDIUM
impactDescription: O(n) to O(1)
tags: javascript, set, map, data-structures, performance
---
## Use Set/Map for O(1) Lookups
Convert arrays to Set/Map for repeated membership checks.
**Incorrect (O(n) per check):**
```typescript
const allowedIds = ['a', 'b', 'c', ...]
items.filter(item => allowedIds.includes(item.id))
```
**Correct (O(1) per check):**
```typescript
const allowedIds = new Set(['a', 'b', 'c', ...])
items.filter(item => allowedIds.has(item.id))
```
FILE:rules/js-tosorted-immutable.md
---
title: Use toSorted() Instead of sort() for Immutability
impact: MEDIUM-HIGH
impactDescription: prevents mutation bugs in React state
tags: javascript, arrays, immutability, react, state, mutation
---
## Use toSorted() Instead of sort() for Immutability
`.sort()` mutates the array in place, which can cause bugs with React state and props. Use `.toSorted()` to create a new sorted array without mutation.
**Incorrect (mutates original array):**
```typescript
function UserList({ users }: { users: User[] }) {
// Mutates the users prop array!
const sorted = useMemo(
() => users.sort((a, b) => a.name.localeCompare(b.name)),
[users]
)
return <div>{sorted.map(renderUser)}</div>
}
```
**Correct (creates new array):**
```typescript
function UserList({ users }: { users: User[] }) {
// Creates new sorted array, original unchanged
const sorted = useMemo(
() => users.toSorted((a, b) => a.name.localeCompare(b.name)),
[users]
)
return <div>{sorted.map(renderUser)}</div>
}
```
**Why this matters in React:**
1. Props/state mutations break React's immutability model - React expects props and state to be treated as read-only
2. Causes stale closure bugs - Mutating arrays inside closures (callbacks, effects) can lead to unexpected behavior
**Browser support (fallback for older browsers):**
`.toSorted()` is available in all modern browsers (Chrome 110+, Safari 16+, Firefox 115+, Node.js 20+). For older environments, use spread operator:
```typescript
// Fallback for older browsers
const sorted = [...items].sort((a, b) => a.value - b.value)
```
**Other immutable array methods:**
- `.toSorted()` - immutable sort
- `.toReversed()` - immutable reverse
- `.toSpliced()` - immutable splice
- `.with()` - immutable element replacement
FILE:rules/rendering-activity.md
---
title: Use Activity Component for Show/Hide
impact: MEDIUM
impactDescription: preserves state/DOM
tags: rendering, activity, visibility, state-preservation
---
## Use Activity Component for Show/Hide
Use React's `<Activity>` to preserve state/DOM for expensive components that frequently toggle visibility.
**Usage:**
```tsx
import { Activity } from 'react'
function Dropdown({ isOpen }: Props) {
return (
<Activity mode={isOpen ? 'visible' : 'hidden'}>
<ExpensiveMenu />
</Activity>
)
}
```
Avoids expensive re-renders and state loss.
FILE:rules/rendering-animate-svg-wrapper.md
---
title: Animate SVG Wrapper Instead of SVG Element
impact: LOW
impactDescription: enables hardware acceleration
tags: rendering, svg, css, animation, performance
---
## Animate SVG Wrapper Instead of SVG Element
Many browsers don't have hardware acceleration for CSS3 animations on SVG elements. Wrap SVG in a `<div>` and animate the wrapper instead.
**Incorrect (animating SVG directly - no hardware acceleration):**
```tsx
function LoadingSpinner() {
return (
<svg
className="animate-spin"
width="24"
height="24"
viewBox="0 0 24 24"
>
<circle cx="12" cy="12" r="10" stroke="currentColor" />
</svg>
)
}
```
**Correct (animating wrapper div - hardware accelerated):**
```tsx
function LoadingSpinner() {
return (
<div className="animate-spin">
<svg
width="24"
height="24"
viewBox="0 0 24 24"
>
<circle cx="12" cy="12" r="10" stroke="currentColor" />
</svg>
</div>
)
}
```
This applies to all CSS transforms and transitions (`transform`, `opacity`, `translate`, `scale`, `rotate`). The wrapper div allows browsers to use GPU acceleration for smoother animations.
FILE:rules/rendering-conditional-render.md
---
title: Use Explicit Conditional Rendering
impact: LOW
impactDescription: prevents rendering 0 or NaN
tags: rendering, conditional, jsx, falsy-values
---
## Use Explicit Conditional Rendering
Use explicit ternary operators (`? :`) instead of `&&` for conditional rendering when the condition can be `0`, `NaN`, or other falsy values that render.
**Incorrect (renders "0" when count is 0):**
```tsx
function Badge({ count }: { count: number }) {
return (
<div>
{count && <span className="badge">{count}</span>}
</div>
)
}
// When count = 0, renders: <div>0</div>
// When count = 5, renders: <div><span class="badge">5</span></div>
```
**Correct (renders nothing when count is 0):**
```tsx
function Badge({ count }: { count: number }) {
return (
<div>
{count > 0 ? <span className="badge">{count}</span> : null}
</div>
)
}
// When count = 0, renders: <div></div>
// When count = 5, renders: <div><span class="badge">5</span></div>
```
FILE:rules/rendering-content-visibility.md
---
title: CSS content-visibility for Long Lists
impact: HIGH
impactDescription: faster initial render
tags: rendering, css, content-visibility, long-lists
---
## CSS content-visibility for Long Lists
Apply `content-visibility: auto` to defer off-screen rendering.
**CSS:**
```css
.message-item {
content-visibility: auto;
contain-intrinsic-size: 0 80px;
}
```
**Example:**
```tsx
function MessageList({ messages }: { messages: Message[] }) {
return (
<div className="overflow-y-auto h-screen">
{messages.map(msg => (
<div key={msg.id} className="message-item">
<Avatar user={msg.author} />
<div>{msg.content}</div>
</div>
))}
</div>
)
}
```
For 1000 messages, browser skips layout/paint for ~990 off-screen items (10× faster initial render).
FILE:rules/rendering-hoist-jsx.md
---
title: Hoist Static JSX Elements
impact: LOW
impactDescription: avoids re-creation
tags: rendering, jsx, static, optimization
---
## Hoist Static JSX Elements
Extract static JSX outside components to avoid re-creation.
**Incorrect (recreates element every render):**
```tsx
function LoadingSkeleton() {
return <div className="animate-pulse h-20 bg-gray-200" />
}
function Container() {
return (
<div>
{loading && <LoadingSkeleton />}
</div>
)
}
```
**Correct (reuses same element):**
```tsx
const loadingSkeleton = (
<div className="animate-pulse h-20 bg-gray-200" />
)
function Container() {
return (
<div>
{loading && loadingSkeleton}
</div>
)
}
```
This is especially helpful for large and static SVG nodes, which can be expensive to recreate on every render.
**Note:** If your project has [React Compiler](https://react.dev/learn/react-compiler) enabled, the compiler automatically hoists static JSX elements and optimizes component re-renders, making manual hoisting unnecessary.
FILE:rules/rendering-hydration-no-flicker.md
---
title: Prevent Hydration Mismatch Without Flickering
impact: MEDIUM
impactDescription: avoids visual flicker and hydration errors
tags: rendering, ssr, hydration, localStorage, flicker
---
## Prevent Hydration Mismatch Without Flickering
When rendering content that depends on client-side storage (localStorage, cookies), avoid both SSR breakage and post-hydration flickering by injecting a synchronous script that updates the DOM before React hydrates.
**Incorrect (breaks SSR):**
```tsx
function ThemeWrapper({ children }: { children: ReactNode }) {
// localStorage is not available on server - throws error
const theme = localStorage.getItem('theme') || 'light'
return (
<div className={theme}>
{children}
</div>
)
}
```
Server-side rendering will fail because `localStorage` is undefined.
**Incorrect (visual flickering):**
```tsx
function ThemeWrapper({ children }: { children: ReactNode }) {
const [theme, setTheme] = useState('light')
useEffect(() => {
// Runs after hydration - causes visible flash
const stored = localStorage.getItem('theme')
if (stored) {
setTheme(stored)
}
}, [])
return (
<div className={theme}>
{children}
</div>
)
}
```
Component first renders with default value (`light`), then updates after hydration, causing a visible flash of incorrect content.
**Correct (no flicker, no hydration mismatch):**
```tsx
function ThemeWrapper({ children }: { children: ReactNode }) {
return (
<>
<div id="theme-wrapper">
{children}
</div>
<script
dangerouslySetInnerHTML={{
__html: `
(function() {
try {
var theme = localStorage.getItem('theme') || 'light';
var el = document.getElementById('theme-wrapper');
if (el) el.className = theme;
} catch (e) {}
})();
`,
}}
/>
</>
)
}
```
The inline script executes synchronously before showing the element, ensuring the DOM already has the correct value. No flickering, no hydration mismatch.
This pattern is especially useful for theme toggles, user preferences, authentication states, and any client-only data that should render immediately without flashing default values.
FILE:rules/rendering-hydration-suppress-warning.md
---
title: Suppress Expected Hydration Mismatches
impact: LOW-MEDIUM
impactDescription: avoids noisy hydration warnings for known differences
tags: rendering, hydration, ssr, nextjs
---
## Suppress Expected Hydration Mismatches
In SSR frameworks (e.g., Next.js), some values are intentionally different on server vs client (random IDs, dates, locale/timezone formatting). For these *expected* mismatches, wrap the dynamic text in an element with `suppressHydrationWarning` to prevent noisy warnings. Do not use this to hide real bugs. Don’t overuse it.
**Incorrect (known mismatch warnings):**
```tsx
function Timestamp() {
return <span>{new Date().toLocaleString()}</span>
}
```
**Correct (suppress expected mismatch only):**
```tsx
function Timestamp() {
return (
<span suppressHydrationWarning>
{new Date().toLocaleString()}
</span>
)
}
```
FILE:rules/rendering-resource-hints.md
---
title: Use React DOM Resource Hints
impact: HIGH
impactDescription: reduces load time for critical resources
tags: rendering, preload, preconnect, prefetch, resource-hints
---
## Use React DOM Resource Hints
**Impact: HIGH (reduces load time for critical resources)**
React DOM provides APIs to hint the browser about resources it will need. These are especially useful in server components to start loading resources before the client even receives the HTML.
- **`prefetchDNS(href)`**: Resolve DNS for a domain you expect to connect to
- **`preconnect(href)`**: Establish connection (DNS + TCP + TLS) to a server
- **`preload(href, options)`**: Fetch a resource (stylesheet, font, script, image) you'll use soon
- **`preloadModule(href)`**: Fetch an ES module you'll use soon
- **`preinit(href, options)`**: Fetch and evaluate a stylesheet or script
- **`preinitModule(href)`**: Fetch and evaluate an ES module
**Example (preconnect to third-party APIs):**
```tsx
import { preconnect, prefetchDNS } from 'react-dom'
export default function App() {
prefetchDNS('https://analytics.example.com')
preconnect('https://api.example.com')
return <main>{/* content */}</main>
}
```
**Example (preload critical fonts and styles):**
```tsx
import { preload, preinit } from 'react-dom'
export default function RootLayout({ children }) {
// Preload font file
preload('/fonts/inter.woff2', { as: 'font', type: 'font/woff2', crossOrigin: 'anonymous' })
// Fetch and apply critical stylesheet immediately
preinit('/styles/critical.css', { as: 'style' })
return (
<html>
<body>{children}</body>
</html>
)
}
```
**Example (preload modules for code-split routes):**
```tsx
import { preloadModule, preinitModule } from 'react-dom'
function Navigation() {
const preloadDashboard = () => {
preloadModule('/dashboard.js', { as: 'script' })
}
return (
<nav>
<a href="/dashboard" onMouseEnter={preloadDashboard}>
Dashboard
</a>
</nav>
)
}
```
**When to use each:**
| API | Use case |
|-----|----------|
| `prefetchDNS` | Third-party domains you'll connect to later |
| `preconnect` | APIs or CDNs you'll fetch from immediately |
| `preload` | Critical resources needed for current page |
| `preloadModule` | JS modules for likely next navigation |
| `preinit` | Stylesheets/scripts that must execute early |
| `preinitModule` | ES modules that must execute early |
Reference: [React DOM Resource Preloading APIs](https://react.dev/reference/react-dom#resource-preloading-apis)
FILE:rules/rendering-script-defer-async.md
---
title: Use defer or async on Script Tags
impact: HIGH
impactDescription: eliminates render-blocking
tags: rendering, script, defer, async, performance
---
## Use defer or async on Script Tags
**Impact: HIGH (eliminates render-blocking)**
Script tags without `defer` or `async` block HTML parsing while the script downloads and executes. This delays First Contentful Paint and Time to Interactive.
- **`defer`**: Downloads in parallel, executes after HTML parsing completes, maintains execution order
- **`async`**: Downloads in parallel, executes immediately when ready, no guaranteed order
Use `defer` for scripts that depend on DOM or other scripts. Use `async` for independent scripts like analytics.
**Incorrect (blocks rendering):**
```tsx
export default function Document() {
return (
<html>
<head>
<script src="https://example.com/analytics.js" />
<script src="/scripts/utils.js" />
</head>
<body>{/* content */}</body>
</html>
)
}
```
**Correct (non-blocking):**
```tsx
export default function Document() {
return (
<html>
<head>
{/* Independent script - use async */}
<script src="https://example.com/analytics.js" async />
{/* DOM-dependent script - use defer */}
<script src="/scripts/utils.js" defer />
</head>
<body>{/* content */}</body>
</html>
)
}
```
**Note:** In Next.js, prefer the `next/script` component with `strategy` prop instead of raw script tags:
```tsx
import Script from 'next/script'
export default function Page() {
return (
<>
<Script src="https://example.com/analytics.js" strategy="afterInteractive" />
<Script src="/scripts/utils.js" strategy="beforeInteractive" />
</>
)
}
```
Reference: [MDN - Script element](https://developer.mozilla.org/en-US/docs/Web/HTML/Element/script#defer)
FILE:rules/rendering-svg-precision.md
---
title: Optimize SVG Precision
impact: LOW
impactDescription: reduces file size
tags: rendering, svg, optimization, svgo
---
## Optimize SVG Precision
Reduce SVG coordinate precision to decrease file size. The optimal precision depends on the viewBox size, but in general reducing precision should be considered.
**Incorrect (excessive precision):**
```svg
<path d="M 10.293847 20.847362 L 30.938472 40.192837" />
```
**Correct (1 decimal place):**
```svg
<path d="M 10.3 20.8 L 30.9 40.2" />
```
**Automate with SVGO:**
```bash
npx svgo --precision=1 --multipass icon.svg
```
FILE:rules/rendering-usetransition-loading.md
---
title: Use useTransition Over Manual Loading States
impact: LOW
impactDescription: reduces re-renders and improves code clarity
tags: rendering, transitions, useTransition, loading, state
---
## Use useTransition Over Manual Loading States
Use `useTransition` instead of manual `useState` for loading states. This provides built-in `isPending` state and automatically manages transitions.
**Incorrect (manual loading state):**
```tsx
function SearchResults() {
const [query, setQuery] = useState('')
const [results, setResults] = useState([])
const [isLoading, setIsLoading] = useState(false)
const handleSearch = async (value: string) => {
setIsLoading(true)
setQuery(value)
const data = await fetchResults(value)
setResults(data)
setIsLoading(false)
}
return (
<>
<input onChange={(e) => handleSearch(e.target.value)} />
{isLoading && <Spinner />}
<ResultsList results={results} />
</>
)
}
```
**Correct (useTransition with built-in pending state):**
```tsx
import { useTransition, useState } from 'react'
function SearchResults() {
const [query, setQuery] = useState('')
const [results, setResults] = useState([])
const [isPending, startTransition] = useTransition()
const handleSearch = (value: string) => {
setQuery(value) // Update input immediately
startTransition(async () => {
// Fetch and update results
const data = await fetchResults(value)
setResults(data)
})
}
return (
<>
<input onChange={(e) => handleSearch(e.target.value)} />
{isPending && <Spinner />}
<ResultsList results={results} />
</>
)
}
```
**Benefits:**
- **Automatic pending state**: No need to manually manage `setIsLoading(true/false)`
- **Error resilience**: Pending state correctly resets even if the transition throws
- **Better responsiveness**: Keeps the UI responsive during updates
- **Interrupt handling**: New transitions automatically cancel pending ones
Reference: [useTransition](https://react.dev/reference/react/useTransition)
FILE:rules/rerender-defer-reads.md
---
title: Defer State Reads to Usage Point
impact: MEDIUM
impactDescription: avoids unnecessary subscriptions
tags: rerender, searchParams, localStorage, optimization
---
## Defer State Reads to Usage Point
Don't subscribe to dynamic state (searchParams, localStorage) if you only read it inside callbacks.
**Incorrect (subscribes to all searchParams changes):**
```tsx
function ShareButton({ chatId }: { chatId: string }) {
const searchParams = useSearchParams()
const handleShare = () => {
const ref = searchParams.get('ref')
shareChat(chatId, { ref })
}
return <button onClick={handleShare}>Share</button>
}
```
**Correct (reads on demand, no subscription):**
```tsx
function ShareButton({ chatId }: { chatId: string }) {
const handleShare = () => {
const params = new URLSearchParams(window.location.search)
const ref = params.get('ref')
shareChat(chatId, { ref })
}
return <button onClick={handleShare}>Share</button>
}
```
FILE:rules/rerender-dependencies.md
---
title: Narrow Effect Dependencies
impact: LOW
impactDescription: minimizes effect re-runs
tags: rerender, useEffect, dependencies, optimization
---
## Narrow Effect Dependencies
Specify primitive dependencies instead of objects to minimize effect re-runs.
**Incorrect (re-runs on any user field change):**
```tsx
useEffect(() => {
console.log(user.id)
}, [user])
```
**Correct (re-runs only when id changes):**
```tsx
useEffect(() => {
console.log(user.id)
}, [user.id])
```
**For derived state, compute outside effect:**
```tsx
// Incorrect: runs on width=767, 766, 765...
useEffect(() => {
if (width < 768) {
enableMobileMode()
}
}, [width])
// Correct: runs only on boolean transition
const isMobile = width < 768
useEffect(() => {
if (isMobile) {
enableMobileMode()
}
}, [isMobile])
```
FILE:rules/rerender-derived-state-no-effect.md
---
title: Calculate Derived State During Rendering
impact: MEDIUM
impactDescription: avoids redundant renders and state drift
tags: rerender, derived-state, useEffect, state
---
## Calculate Derived State During Rendering
If a value can be computed from current props/state, do not store it in state or update it in an effect. Derive it during render to avoid extra renders and state drift. Do not set state in effects solely in response to prop changes; prefer derived values or keyed resets instead.
**Incorrect (redundant state and effect):**
```tsx
function Form() {
const [firstName, setFirstName] = useState('First')
const [lastName, setLastName] = useState('Last')
const [fullName, setFullName] = useState('')
useEffect(() => {
setFullName(firstName + ' ' + lastName)
}, [firstName, lastName])
return <p>{fullName}</p>
}
```
**Correct (derive during render):**
```tsx
function Form() {
const [firstName, setFirstName] = useState('First')
const [lastName, setLastName] = useState('Last')
const fullName = firstName + ' ' + lastName
return <p>{fullName}</p>
}
```
References: [You Might Not Need an Effect](https://react.dev/learn/you-might-not-need-an-effect)
FILE:rules/rerender-derived-state.md
---
title: Subscribe to Derived State
impact: MEDIUM
impactDescription: reduces re-render frequency
tags: rerender, derived-state, media-query, optimization
---
## Subscribe to Derived State
Subscribe to derived boolean state instead of continuous values to reduce re-render frequency.
**Incorrect (re-renders on every pixel change):**
```tsx
function Sidebar() {
const width = useWindowWidth() // updates continuously
const isMobile = width < 768
return <nav className={isMobile ? 'mobile' : 'desktop'} />
}
```
**Correct (re-renders only when boolean changes):**
```tsx
function Sidebar() {
const isMobile = useMediaQuery('(max-width: 767px)')
return <nav className={isMobile ? 'mobile' : 'desktop'} />
}
```
FILE:rules/rerender-functional-setstate.md
---
title: Use Functional setState Updates
impact: MEDIUM
impactDescription: prevents stale closures and unnecessary callback recreations
tags: react, hooks, useState, useCallback, callbacks, closures
---
## Use Functional setState Updates
When updating state based on the current state value, use the functional update form of setState instead of directly referencing the state variable. This prevents stale closures, eliminates unnecessary dependencies, and creates stable callback references.
**Incorrect (requires state as dependency):**
```tsx
function TodoList() {
const [items, setItems] = useState(initialItems)
// Callback must depend on items, recreated on every items change
const addItems = useCallback((newItems: Item[]) => {
setItems([...items, ...newItems])
}, [items]) // ❌ items dependency causes recreations
// Risk of stale closure if dependency is forgotten
const removeItem = useCallback((id: string) => {
setItems(items.filter(item => item.id !== id))
}, []) // ❌ Missing items dependency - will use stale items!
return <ItemsEditor items={items} onAdd={addItems} onRemove={removeItem} />
}
```
The first callback is recreated every time `items` changes, which can cause child components to re-render unnecessarily. The second callback has a stale closure bug—it will always reference the initial `items` value.
**Correct (stable callbacks, no stale closures):**
```tsx
function TodoList() {
const [items, setItems] = useState(initialItems)
// Stable callback, never recreated
const addItems = useCallback((newItems: Item[]) => {
setItems(curr => [...curr, ...newItems])
}, []) // ✅ No dependencies needed
// Always uses latest state, no stale closure risk
const removeItem = useCallback((id: string) => {
setItems(curr => curr.filter(item => item.id !== id))
}, []) // ✅ Safe and stable
return <ItemsEditor items={items} onAdd={addItems} onRemove={removeItem} />
}
```
**Benefits:**
1. **Stable callback references** - Callbacks don't need to be recreated when state changes
2. **No stale closures** - Always operates on the latest state value
3. **Fewer dependencies** - Simplifies dependency arrays and reduces memory leaks
4. **Prevents bugs** - Eliminates the most common source of React closure bugs
**When to use functional updates:**
- Any setState that depends on the current state value
- Inside useCallback/useMemo when state is needed
- Event handlers that reference state
- Async operations that update state
**When direct updates are fine:**
- Setting state to a static value: `setCount(0)`
- Setting state from props/arguments only: `setName(newName)`
- State doesn't depend on previous value
**Note:** If your project has [React Compiler](https://react.dev/learn/react-compiler) enabled, the compiler can automatically optimize some cases, but functional updates are still recommended for correctness and to prevent stale closure bugs.
FILE:rules/rerender-lazy-state-init.md
---
title: Use Lazy State Initialization
impact: MEDIUM
impactDescription: wasted computation on every render
tags: react, hooks, useState, performance, initialization
---
## Use Lazy State Initialization
Pass a function to `useState` for expensive initial values. Without the function form, the initializer runs on every render even though the value is only used once.
**Incorrect (runs on every render):**
```tsx
function FilteredList({ items }: { items: Item[] }) {
// buildSearchIndex() runs on EVERY render, even after initialization
const [searchIndex, setSearchIndex] = useState(buildSearchIndex(items))
const [query, setQuery] = useState('')
// When query changes, buildSearchIndex runs again unnecessarily
return <SearchResults index={searchIndex} query={query} />
}
function UserProfile() {
// JSON.parse runs on every render
const [settings, setSettings] = useState(
JSON.parse(localStorage.getItem('settings') || '{}')
)
return <SettingsForm settings={settings} onChange={setSettings} />
}
```
**Correct (runs only once):**
```tsx
function FilteredList({ items }: { items: Item[] }) {
// buildSearchIndex() runs ONLY on initial render
const [searchIndex, setSearchIndex] = useState(() => buildSearchIndex(items))
const [query, setQuery] = useState('')
return <SearchResults index={searchIndex} query={query} />
}
function UserProfile() {
// JSON.parse runs only on initial render
const [settings, setSettings] = useState(() => {
const stored = localStorage.getItem('settings')
return stored ? JSON.parse(stored) : {}
})
return <SettingsForm settings={settings} onChange={setSettings} />
}
```
Use lazy initialization when computing initial values from localStorage/sessionStorage, building data structures (indexes, maps), reading from the DOM, or performing heavy transformations.
For simple primitives (`useState(0)`), direct references (`useState(props.value)`), or cheap literals (`useState({})`), the function form is unnecessary.
FILE:rules/rerender-memo-with-default-value.md
---
title: Extract Default Non-primitive Parameter Value from Memoized Component to Constant
impact: MEDIUM
impactDescription: restores memoization by using a constant for default value
tags: rerender, memo, optimization
---
## Extract Default Non-primitive Parameter Value from Memoized Component to Constant
When memoized component has a default value for some non-primitive optional parameter, such as an array, function, or object, calling the component without that parameter results in broken memoization. This is because new value instances are created on every rerender, and they do not pass strict equality comparison in `memo()`.
To address this issue, extract the default value into a constant.
**Incorrect (`onClick` has different values on every rerender):**
```tsx
const UserAvatar = memo(function UserAvatar({ onClick = () => {} }: { onClick?: () => void }) {
// ...
})
// Used without optional onClick
<UserAvatar />
```
**Correct (stable default value):**
```tsx
const NOOP = () => {};
const UserAvatar = memo(function UserAvatar({ onClick = NOOP }: { onClick?: () => void }) {
// ...
})
// Used without optional onClick
<UserAvatar />
```
FILE:rules/rerender-memo.md
---
title: Extract to Memoized Components
impact: MEDIUM
impactDescription: enables early returns
tags: rerender, memo, useMemo, optimization
---
## Extract to Memoized Components
Extract expensive work into memoized components to enable early returns before computation.
**Incorrect (computes avatar even when loading):**
```tsx
function Profile({ user, loading }: Props) {
const avatar = useMemo(() => {
const id = computeAvatarId(user)
return <Avatar id={id} />
}, [user])
if (loading) return <Skeleton />
return <div>{avatar}</div>
}
```
**Correct (skips computation when loading):**
```tsx
const UserAvatar = memo(function UserAvatar({ user }: { user: User }) {
const id = useMemo(() => computeAvatarId(user), [user])
return <Avatar id={id} />
})
function Profile({ user, loading }: Props) {
if (loading) return <Skeleton />
return (
<div>
<UserAvatar user={user} />
</div>
)
}
```
**Note:** If your project has [React Compiler](https://react.dev/learn/react-compiler) enabled, manual memoization with `memo()` and `useMemo()` is not necessary. The compiler automatically optimizes re-renders.
FILE:rules/rerender-move-effect-to-event.md
---
title: Put Interaction Logic in Event Handlers
impact: MEDIUM
impactDescription: avoids effect re-runs and duplicate side effects
tags: rerender, useEffect, events, side-effects, dependencies
---
## Put Interaction Logic in Event Handlers
If a side effect is triggered by a specific user action (submit, click, drag), run it in that event handler. Do not model the action as state + effect; it makes effects re-run on unrelated changes and can duplicate the action.
**Incorrect (event modeled as state + effect):**
```tsx
function Form() {
const [submitted, setSubmitted] = useState(false)
const theme = useContext(ThemeContext)
useEffect(() => {
if (submitted) {
post('/api/register')
showToast('Registered', theme)
}
}, [submitted, theme])
return <button onClick={() => setSubmitted(true)}>Submit</button>
}
```
**Correct (do it in the handler):**
```tsx
function Form() {
const theme = useContext(ThemeContext)
function handleSubmit() {
post('/api/register')
showToast('Registered', theme)
}
return <button onClick={handleSubmit}>Submit</button>
}
```
Reference: [Should this code move to an event handler?](https://react.dev/learn/removing-effect-dependencies#should-this-code-move-to-an-event-handler)
FILE:rules/rerender-no-inline-components.md
---
title: Don't Define Components Inside Components
impact: HIGH
impactDescription: prevents remount on every render
tags: rerender, components, remount, performance
---
## Don't Define Components Inside Components
**Impact: HIGH (prevents remount on every render)**
Defining a component inside another component creates a new component type on every render. React sees a different component each time and fully remounts it, destroying all state and DOM.
A common reason developers do this is to access parent variables without passing props. Always pass props instead.
**Incorrect (remounts on every render):**
```tsx
function UserProfile({ user, theme }) {
// Defined inside to access `theme` - BAD
const Avatar = () => (
<img
src={user.avatarUrl}
className={theme === 'dark' ? 'avatar-dark' : 'avatar-light'}
/>
)
// Defined inside to access `user` - BAD
const Stats = () => (
<div>
<span>{user.followers} followers</span>
<span>{user.posts} posts</span>
</div>
)
return (
<div>
<Avatar />
<Stats />
</div>
)
}
```
Every time `UserProfile` renders, `Avatar` and `Stats` are new component types. React unmounts the old instances and mounts new ones, losing any internal state, running effects again, and recreating DOM nodes.
**Correct (pass props instead):**
```tsx
function Avatar({ src, theme }: { src: string; theme: string }) {
return (
<img
src={src}
className={theme === 'dark' ? 'avatar-dark' : 'avatar-light'}
/>
)
}
function Stats({ followers, posts }: { followers: number; posts: number }) {
return (
<div>
<span>{followers} followers</span>
<span>{posts} posts</span>
</div>
)
}
function UserProfile({ user, theme }) {
return (
<div>
<Avatar src={user.avatarUrl} theme={theme} />
<Stats followers={user.followers} posts={user.posts} />
</div>
)
}
```
**Symptoms of this bug:**
- Input fields lose focus on every keystroke
- Animations restart unexpectedly
- `useEffect` cleanup/setup runs on every parent render
- Scroll position resets inside the component
FILE:rules/rerender-simple-expression-in-memo.md
---
title: Do not wrap a simple expression with a primitive result type in useMemo
impact: LOW-MEDIUM
impactDescription: wasted computation on every render
tags: rerender, useMemo, optimization
---
## Do not wrap a simple expression with a primitive result type in useMemo
When an expression is simple (few logical or arithmetical operators) and has a primitive result type (boolean, number, string), do not wrap it in `useMemo`.
Calling `useMemo` and comparing hook dependencies may consume more resources than the expression itself.
**Incorrect:**
```tsx
function Header({ user, notifications }: Props) {
const isLoading = useMemo(() => {
return user.isLoading || notifications.isLoading
}, [user.isLoading, notifications.isLoading])
if (isLoading) return <Skeleton />
// return some markup
}
```
**Correct:**
```tsx
function Header({ user, notifications }: Props) {
const isLoading = user.isLoading || notifications.isLoading
if (isLoading) return <Skeleton />
// return some markup
}
```
FILE:rules/rerender-split-combined-hooks.md
---
title: Split Combined Hook Computations
impact: MEDIUM
impactDescription: avoids recomputing independent steps
tags: rerender, useMemo, useEffect, dependencies, optimization
---
## Split Combined Hook Computations
When a hook contains multiple independent tasks with different dependencies, split them into separate hooks. A combined hook reruns all tasks when any dependency changes, even if some tasks don't use the changed value.
**Incorrect (changing `sortOrder` recomputes filtering):**
```tsx
const sortedProducts = useMemo(() => {
const filtered = products.filter((p) => p.category === category)
const sorted = filtered.toSorted((a, b) =>
sortOrder === "asc" ? a.price - b.price : b.price - a.price
)
return sorted
}, [products, category, sortOrder])
```
**Correct (filtering only recomputes when products or category change):**
```tsx
const filteredProducts = useMemo(
() => products.filter((p) => p.category === category),
[products, category]
)
const sortedProducts = useMemo(
() =>
filteredProducts.toSorted((a, b) =>
sortOrder === "asc" ? a.price - b.price : b.price - a.price
),
[filteredProducts, sortOrder]
)
```
This pattern also applies to `useEffect` when combining unrelated side effects:
**Incorrect (both effects run when either dependency changes):**
```tsx
useEffect(() => {
analytics.trackPageView(pathname)
document.title = `pageTitle | My App`
}, [pathname, pageTitle])
```
**Correct (effects run independently):**
```tsx
useEffect(() => {
analytics.trackPageView(pathname)
}, [pathname])
useEffect(() => {
document.title = `pageTitle | My App`
}, [pageTitle])
```
**Note:** If your project has [React Compiler](https://react.dev/learn/react-compiler) enabled, it automatically optimizes dependency tracking and may handle some of these cases for you.
FILE:rules/rerender-transitions.md
---
title: Use Transitions for Non-Urgent Updates
impact: MEDIUM
impactDescription: maintains UI responsiveness
tags: rerender, transitions, startTransition, performance
---
## Use Transitions for Non-Urgent Updates
Mark frequent, non-urgent state updates as transitions to maintain UI responsiveness.
**Incorrect (blocks UI on every scroll):**
```tsx
function ScrollTracker() {
const [scrollY, setScrollY] = useState(0)
useEffect(() => {
const handler = () => setScrollY(window.scrollY)
window.addEventListener('scroll', handler, { passive: true })
return () => window.removeEventListener('scroll', handler)
}, [])
}
```
**Correct (non-blocking updates):**
```tsx
import { startTransition } from 'react'
function ScrollTracker() {
const [scrollY, setScrollY] = useState(0)
useEffect(() => {
const handler = () => {
startTransition(() => setScrollY(window.scrollY))
}
window.addEventListener('scroll', handler, { passive: true })
return () => window.removeEventListener('scroll', handler)
}, [])
}
```
FILE:rules/rerender-use-deferred-value.md
---
title: Use useDeferredValue for Expensive Derived Renders
impact: MEDIUM
impactDescription: keeps input responsive during heavy computation
tags: rerender, useDeferredValue, optimization, concurrent
---
## Use useDeferredValue for Expensive Derived Renders
When user input triggers expensive computations or renders, use `useDeferredValue` to keep the input responsive. The deferred value lags behind, allowing React to prioritize the input update and render the expensive result when idle.
**Incorrect (input feels laggy while filtering):**
```tsx
function Search({ items }: { items: Item[] }) {
const [query, setQuery] = useState('')
const filtered = items.filter(item => fuzzyMatch(item, query))
return (
<>
<input value={query} onChange={e => setQuery(e.target.value)} />
<ResultsList results={filtered} />
</>
)
}
```
**Correct (input stays snappy, results render when ready):**
```tsx
function Search({ items }: { items: Item[] }) {
const [query, setQuery] = useState('')
const deferredQuery = useDeferredValue(query)
const filtered = useMemo(
() => items.filter(item => fuzzyMatch(item, deferredQuery)),
[items, deferredQuery]
)
const isStale = query !== deferredQuery
return (
<>
<input value={query} onChange={e => setQuery(e.target.value)} />
<div style={{ opacity: isStale ? 0.7 : 1 }}>
<ResultsList results={filtered} />
</div>
</>
)
}
```
**When to use:**
- Filtering/searching large lists
- Expensive visualizations (charts, graphs) reacting to input
- Any derived state that causes noticeable render delays
**Note:** Wrap the expensive computation in `useMemo` with the deferred value as a dependency, otherwise it still runs on every render.
Reference: [React useDeferredValue](https://react.dev/reference/react/useDeferredValue)
FILE:rules/rerender-use-ref-transient-values.md
---
title: Use useRef for Transient Values
impact: MEDIUM
impactDescription: avoids unnecessary re-renders on frequent updates
tags: rerender, useref, state, performance
---
## Use useRef for Transient Values
When a value changes frequently and you don't want a re-render on every update (e.g., mouse trackers, intervals, transient flags), store it in `useRef` instead of `useState`. Keep component state for UI; use refs for temporary DOM-adjacent values. Updating a ref does not trigger a re-render.
**Incorrect (renders every update):**
```tsx
function Tracker() {
const [lastX, setLastX] = useState(0)
useEffect(() => {
const onMove = (e: MouseEvent) => setLastX(e.clientX)
window.addEventListener('mousemove', onMove)
return () => window.removeEventListener('mousemove', onMove)
}, [])
return (
<div
style={{
position: 'fixed',
top: 0,
left: lastX,
width: 8,
height: 8,
background: 'black',
}}
/>
)
}
```
**Correct (no re-render for tracking):**
```tsx
function Tracker() {
const lastXRef = useRef(0)
const dotRef = useRef<HTMLDivElement>(null)
useEffect(() => {
const onMove = (e: MouseEvent) => {
lastXRef.current = e.clientX
const node = dotRef.current
if (node) {
node.style.transform = `translateX(e.clientXpx)`
}
}
window.addEventListener('mousemove', onMove)
return () => window.removeEventListener('mousemove', onMove)
}, [])
return (
<div
ref={dotRef}
style={{
position: 'fixed',
top: 0,
left: 0,
width: 8,
height: 8,
background: 'black',
transform: 'translateX(0px)',
}}
/>
)
}
```
FILE:rules/server-after-nonblocking.md
---
title: Use after() for Non-Blocking Operations
impact: MEDIUM
impactDescription: faster response times
tags: server, async, logging, analytics, side-effects
---
## Use after() for Non-Blocking Operations
Use Next.js's `after()` to schedule work that should execute after a response is sent. This prevents logging, analytics, and other side effects from blocking the response.
**Incorrect (blocks response):**
```tsx
import { logUserAction } from '@/app/utils'
export async function POST(request: Request) {
// Perform mutation
await updateDatabase(request)
// Logging blocks the response
const userAgent = request.headers.get('user-agent') || 'unknown'
await logUserAction({ userAgent })
return new Response(JSON.stringify({ status: 'success' }), {
status: 200,
headers: { 'Content-Type': 'application/json' }
})
}
```
**Correct (non-blocking):**
```tsx
import { after } from 'next/server'
import { headers, cookies } from 'next/headers'
import { logUserAction } from '@/app/utils'
export async function POST(request: Request) {
// Perform mutation
await updateDatabase(request)
// Log after response is sent
after(async () => {
const userAgent = (await headers()).get('user-agent') || 'unknown'
const sessionCookie = (await cookies()).get('session-id')?.value || 'anonymous'
logUserAction({ sessionCookie, userAgent })
})
return new Response(JSON.stringify({ status: 'success' }), {
status: 200,
headers: { 'Content-Type': 'application/json' }
})
}
```
The response is sent immediately while logging happens in the background.
**Common use cases:**
- Analytics tracking
- Audit logging
- Sending notifications
- Cache invalidation
- Cleanup tasks
**Important notes:**
- `after()` runs even if the response fails or redirects
- Works in Server Actions, Route Handlers, and Server Components
Reference: [https://nextjs.org/docs/app/api-reference/functions/after](https://nextjs.org/docs/app/api-reference/functions/after)
FILE:rules/server-auth-actions.md
---
title: Authenticate Server Actions Like API Routes
impact: CRITICAL
impactDescription: prevents unauthorized access to server mutations
tags: server, server-actions, authentication, security, authorization
---
## Authenticate Server Actions Like API Routes
**Impact: CRITICAL (prevents unauthorized access to server mutations)**
Server Actions (functions with `"use server"`) are exposed as public endpoints, just like API routes. Always verify authentication and authorization **inside** each Server Action—do not rely solely on middleware, layout guards, or page-level checks, as Server Actions can be invoked directly.
Next.js documentation explicitly states: "Treat Server Actions with the same security considerations as public-facing API endpoints, and verify if the user is allowed to perform a mutation."
**Incorrect (no authentication check):**
```typescript
'use server'
export async function deleteUser(userId: string) {
// Anyone can call this! No auth check
await db.user.delete({ where: { id: userId } })
return { success: true }
}
```
**Correct (authentication inside the action):**
```typescript
'use server'
import { verifySession } from '@/lib/auth'
import { unauthorized } from '@/lib/errors'
export async function deleteUser(userId: string) {
// Always check auth inside the action
const session = await verifySession()
if (!session) {
throw unauthorized('Must be logged in')
}
// Check authorization too
if (session.user.role !== 'admin' && session.user.id !== userId) {
throw unauthorized('Cannot delete other users')
}
await db.user.delete({ where: { id: userId } })
return { success: true }
}
```
**With input validation:**
```typescript
'use server'
import { verifySession } from '@/lib/auth'
import { z } from 'zod'
const updateProfileSchema = z.object({
userId: z.string().uuid(),
name: z.string().min(1).max(100),
email: z.string().email()
})
export async function updateProfile(data: unknown) {
// Validate input first
const validated = updateProfileSchema.parse(data)
// Then authenticate
const session = await verifySession()
if (!session) {
throw new Error('Unauthorized')
}
// Then authorize
if (session.user.id !== validated.userId) {
throw new Error('Can only update own profile')
}
// Finally perform the mutation
await db.user.update({
where: { id: validated.userId },
data: {
name: validated.name,
email: validated.email
}
})
return { success: true }
}
```
Reference: [https://nextjs.org/docs/app/guides/authentication](https://nextjs.org/docs/app/guides/authentication)
FILE:rules/server-cache-lru.md
---
title: Cross-Request LRU Caching
impact: HIGH
impactDescription: caches across requests
tags: server, cache, lru, cross-request
---
## Cross-Request LRU Caching
`React.cache()` only works within one request. For data shared across sequential requests (user clicks button A then button B), use an LRU cache.
**Implementation:**
```typescript
import { LRUCache } from 'lru-cache'
const cache = new LRUCache<string, any>({
max: 1000,
ttl: 5 * 60 * 1000 // 5 minutes
})
export async function getUser(id: string) {
const cached = cache.get(id)
if (cached) return cached
const user = await db.user.findUnique({ where: { id } })
cache.set(id, user)
return user
}
// Request 1: DB query, result cached
// Request 2: cache hit, no DB query
```
Use when sequential user actions hit multiple endpoints needing the same data within seconds.
**With Vercel's [Fluid Compute](https://vercel.com/docs/fluid-compute):** LRU caching is especially effective because multiple concurrent requests can share the same function instance and cache. This means the cache persists across requests without needing external storage like Redis.
**In traditional serverless:** Each invocation runs in isolation, so consider Redis for cross-process caching.
Reference: [https://github.com/isaacs/node-lru-cache](https://github.com/isaacs/node-lru-cache)
FILE:rules/server-cache-react.md
---
title: Per-Request Deduplication with React.cache()
impact: MEDIUM
impactDescription: deduplicates within request
tags: server, cache, react-cache, deduplication
---
## Per-Request Deduplication with React.cache()
Use `React.cache()` for server-side request deduplication. Authentication and database queries benefit most.
**Usage:**
```typescript
import { cache } from 'react'
export const getCurrentUser = cache(async () => {
const session = await auth()
if (!session?.user?.id) return null
return await db.user.findUnique({
where: { id: session.user.id }
})
})
```
Within a single request, multiple calls to `getCurrentUser()` execute the query only once.
**Avoid inline objects as arguments:**
`React.cache()` uses shallow equality (`Object.is`) to determine cache hits. Inline objects create new references each call, preventing cache hits.
**Incorrect (always cache miss):**
```typescript
const getUser = cache(async (params: { uid: number }) => {
return await db.user.findUnique({ where: { id: params.uid } })
})
// Each call creates new object, never hits cache
getUser({ uid: 1 })
getUser({ uid: 1 }) // Cache miss, runs query again
```
**Correct (cache hit):**
```typescript
const getUser = cache(async (uid: number) => {
return await db.user.findUnique({ where: { id: uid } })
})
// Primitive args use value equality
getUser(1)
getUser(1) // Cache hit, returns cached result
```
If you must pass objects, pass the same reference:
```typescript
const params = { uid: 1 }
getUser(params) // Query runs
getUser(params) // Cache hit (same reference)
```
**Next.js-Specific Note:**
In Next.js, the `fetch` API is automatically extended with request memoization. Requests with the same URL and options are automatically deduplicated within a single request, so you don't need `React.cache()` for `fetch` calls. However, `React.cache()` is still essential for other async tasks:
- Database queries (Prisma, Drizzle, etc.)
- Heavy computations
- Authentication checks
- File system operations
- Any non-fetch async work
Use `React.cache()` to deduplicate these operations across your component tree.
Reference: [React.cache documentation](https://react.dev/reference/react/cache)
FILE:rules/server-dedup-props.md
---
title: Avoid Duplicate Serialization in RSC Props
impact: LOW
impactDescription: reduces network payload by avoiding duplicate serialization
tags: server, rsc, serialization, props, client-components
---
## Avoid Duplicate Serialization in RSC Props
**Impact: LOW (reduces network payload by avoiding duplicate serialization)**
RSC→client serialization deduplicates by object reference, not value. Same reference = serialized once; new reference = serialized again. Do transformations (`.toSorted()`, `.filter()`, `.map()`) in client, not server.
**Incorrect (duplicates array):**
```tsx
// RSC: sends 6 strings (2 arrays × 3 items)
<ClientList usernames={usernames} usernamesOrdered={usernames.toSorted()} />
```
**Correct (sends 3 strings):**
```tsx
// RSC: send once
<ClientList usernames={usernames} />
// Client: transform there
'use client'
const sorted = useMemo(() => [...usernames].sort(), [usernames])
```
**Nested deduplication behavior:**
Deduplication works recursively. Impact varies by data type:
- `string[]`, `number[]`, `boolean[]`: **HIGH impact** - array + all primitives fully duplicated
- `object[]`: **LOW impact** - array duplicated, but nested objects deduplicated by reference
```tsx
// string[] - duplicates everything
usernames={['a','b']} sorted={usernames.toSorted()} // sends 4 strings
// object[] - duplicates array structure only
users={[{id:1},{id:2}]} sorted={users.toSorted()} // sends 2 arrays + 2 unique objects (not 4)
```
**Operations breaking deduplication (create new references):**
- Arrays: `.toSorted()`, `.filter()`, `.map()`, `.slice()`, `[...arr]`
- Objects: `{...obj}`, `Object.assign()`, `structuredClone()`, `JSON.parse(JSON.stringify())`
**More examples:**
```tsx
// ❌ Bad
<C users={users} active={users.filter(u => u.active)} />
<C product={product} productName={product.name} />
// ✅ Good
<C users={users} />
<C product={product} />
// Do filtering/destructuring in client
```
**Exception:** Pass derived data when transformation is expensive or client doesn't need original.
FILE:rules/server-hoist-static-io.md
---
title: Hoist Static I/O to Module Level
impact: HIGH
impactDescription: avoids repeated file/network I/O per request
tags: server, io, performance, next.js, route-handlers, og-image
---
## Hoist Static I/O to Module Level
**Impact: HIGH (avoids repeated file/network I/O per request)**
When loading static assets (fonts, logos, images, config files) in route handlers or server functions, hoist the I/O operation to module level. Module-level code runs once when the module is first imported, not on every request. This eliminates redundant file system reads or network fetches that would otherwise run on every invocation.
**Incorrect: reads font file on every request**
```typescript
// app/api/og/route.tsx
import { ImageResponse } from 'next/og'
export async function GET(request: Request) {
// Runs on EVERY request - expensive!
const fontData = await fetch(
new URL('./fonts/Inter.ttf', import.meta.url)
).then(res => res.arrayBuffer())
const logoData = await fetch(
new URL('./images/logo.png', import.meta.url)
).then(res => res.arrayBuffer())
return new ImageResponse(
<div style={{ fontFamily: 'Inter' }}>
<img src={logoData} />
Hello World
</div>,
{ fonts: [{ name: 'Inter', data: fontData }] }
)
}
```
**Correct: loads once at module initialization**
```typescript
// app/api/og/route.tsx
import { ImageResponse } from 'next/og'
// Module-level: runs ONCE when module is first imported
const fontData = fetch(
new URL('./fonts/Inter.ttf', import.meta.url)
).then(res => res.arrayBuffer())
const logoData = fetch(
new URL('./images/logo.png', import.meta.url)
).then(res => res.arrayBuffer())
export async function GET(request: Request) {
// Await the already-started promises
const [font, logo] = await Promise.all([fontData, logoData])
return new ImageResponse(
<div style={{ fontFamily: 'Inter' }}>
<img src={logo} />
Hello World
</div>,
{ fonts: [{ name: 'Inter', data: font }] }
)
}
```
**Alternative: synchronous file reads with Node.js fs**
```typescript
// app/api/og/route.tsx
import { ImageResponse } from 'next/og'
import { readFileSync } from 'fs'
import { join } from 'path'
// Synchronous read at module level - blocks only during module init
const fontData = readFileSync(
join(process.cwd(), 'public/fonts/Inter.ttf')
)
const logoData = readFileSync(
join(process.cwd(), 'public/images/logo.png')
)
export async function GET(request: Request) {
return new ImageResponse(
<div style={{ fontFamily: 'Inter' }}>
<img src={logoData} />
Hello World
</div>,
{ fonts: [{ name: 'Inter', data: fontData }] }
)
}
```
**General Node.js example: loading config or templates**
```typescript
// Incorrect: reads config on every call
export async function processRequest(data: Data) {
const config = JSON.parse(
await fs.readFile('./config.json', 'utf-8')
)
const template = await fs.readFile('./template.html', 'utf-8')
return render(template, data, config)
}
// Correct: loads once at module level
const configPromise = fs.readFile('./config.json', 'utf-8')
.then(JSON.parse)
const templatePromise = fs.readFile('./template.html', 'utf-8')
export async function processRequest(data: Data) {
const [config, template] = await Promise.all([
configPromise,
templatePromise
])
return render(template, data, config)
}
```
**When to use this pattern:**
- Loading fonts for OG image generation
- Loading static logos, icons, or watermarks
- Reading configuration files that don't change at runtime
- Loading email templates or other static templates
- Any static asset that's the same across all requests
**When NOT to use this pattern:**
- Assets that vary per request or user
- Files that may change during runtime (use caching with TTL instead)
- Large files that would consume too much memory if kept loaded
- Sensitive data that shouldn't persist in memory
**With Vercel's [Fluid Compute](https://vercel.com/docs/fluid-compute):** Module-level caching is especially effective because multiple concurrent requests share the same function instance. The static assets stay loaded in memory across requests without cold start penalties.
**In traditional serverless:** Each cold start re-executes module-level code, but subsequent warm invocations reuse the loaded assets until the instance is recycled.
FILE:rules/server-parallel-fetching.md
---
title: Parallel Data Fetching with Component Composition
impact: CRITICAL
impactDescription: eliminates server-side waterfalls
tags: server, rsc, parallel-fetching, composition
---
## Parallel Data Fetching with Component Composition
React Server Components execute sequentially within a tree. Restructure with composition to parallelize data fetching.
**Incorrect (Sidebar waits for Page's fetch to complete):**
```tsx
export default async function Page() {
const header = await fetchHeader()
return (
<div>
<div>{header}</div>
<Sidebar />
</div>
)
}
async function Sidebar() {
const items = await fetchSidebarItems()
return <nav>{items.map(renderItem)}</nav>
}
```
**Correct (both fetch simultaneously):**
```tsx
async function Header() {
const data = await fetchHeader()
return <div>{data}</div>
}
async function Sidebar() {
const items = await fetchSidebarItems()
return <nav>{items.map(renderItem)}</nav>
}
export default function Page() {
return (
<div>
<Header />
<Sidebar />
</div>
)
}
```
**Alternative with children prop:**
```tsx
async function Header() {
const data = await fetchHeader()
return <div>{data}</div>
}
async function Sidebar() {
const items = await fetchSidebarItems()
return <nav>{items.map(renderItem)}</nav>
}
function Layout({ children }: { children: ReactNode }) {
return (
<div>
<Header />
{children}
</div>
)
}
export default function Page() {
return (
<Layout>
<Sidebar />
</Layout>
)
}
```
FILE:rules/server-serialization.md
---
title: Minimize Serialization at RSC Boundaries
impact: HIGH
impactDescription: reduces data transfer size
tags: server, rsc, serialization, props
---
## Minimize Serialization at RSC Boundaries
The React Server/Client boundary serializes all object properties into strings and embeds them in the HTML response and subsequent RSC requests. This serialized data directly impacts page weight and load time, so **size matters a lot**. Only pass fields that the client actually uses.
**Incorrect (serializes all 50 fields):**
```tsx
async function Page() {
const user = await fetchUser() // 50 fields
return <Profile user={user} />
}
'use client'
function Profile({ user }: { user: User }) {
return <div>{user.name}</div> // uses 1 field
}
```
**Correct (serializes only 1 field):**
```tsx
async function Page() {
const user = await fetchUser()
return <Profile name={user.name} />
}
'use client'
function Profile({ name }: { name: string }) {
return <div>{name}</div>
}
```
Build apps with the Claude API or Anthropic SDK. TRIGGER when: code imports `anthropic`/`@anthropic-ai/sdk`/`claude_agent_sdk`, or user asks to use Claude AP...
---
name: claude-api
description: "Build apps with the Claude API or Anthropic SDK. TRIGGER when: code imports `anthropic`/`@anthropic-ai/sdk`/`claude_agent_sdk`, or user asks to use Claude API, Anthropic SDKs, or Agent SDK. DO NOT TRIGGER when: code imports `openai`/other AI SDK, general programming, or ML/data-science tasks."
license: Complete terms in LICENSE.txt
---
# Building LLM-Powered Applications with Claude
This skill helps you build LLM-powered applications with Claude. Choose the right surface based on your needs, detect the project language, then read the relevant language-specific documentation.
## Defaults
Unless the user requests otherwise:
For the Claude model version, please use Claude Opus 4.6, which you can access via the exact model string `claude-opus-4-6`. Please default to using adaptive thinking (`thinking: {type: "adaptive"}`) for anything remotely complicated. And finally, please default to streaming for any request that may involve long input, long output, or high `max_tokens` — it prevents hitting request timeouts. Use the SDK's `.get_final_message()` / `.finalMessage()` helper to get the complete response if you don't need to handle individual stream events
---
## Language Detection
Before reading code examples, determine which language the user is working in:
1. **Look at project files** to infer the language:
- `*.py`, `requirements.txt`, `pyproject.toml`, `setup.py`, `Pipfile` → **Python** — read from `python/`
- `*.ts`, `*.tsx`, `package.json`, `tsconfig.json` → **TypeScript** — read from `typescript/`
- `*.js`, `*.jsx` (no `.ts` files present) → **TypeScript** — JS uses the same SDK, read from `typescript/`
- `*.java`, `pom.xml`, `build.gradle` → **Java** — read from `java/`
- `*.kt`, `*.kts`, `build.gradle.kts` → **Java** — Kotlin uses the Java SDK, read from `java/`
- `*.scala`, `build.sbt` → **Java** — Scala uses the Java SDK, read from `java/`
- `*.go`, `go.mod` → **Go** — read from `go/`
- `*.rb`, `Gemfile` → **Ruby** — read from `ruby/`
- `*.cs`, `*.csproj` → **C#** — read from `csharp/`
- `*.php`, `composer.json` → **PHP** — read from `php/`
2. **If multiple languages detected** (e.g., both Python and TypeScript files):
- Check which language the user's current file or question relates to
- If still ambiguous, ask: "I detected both Python and TypeScript files. Which language are you using for the Claude API integration?"
3. **If language can't be inferred** (empty project, no source files, or unsupported language):
- Use AskUserQuestion with options: Python, TypeScript, Java, Go, Ruby, cURL/raw HTTP, C#, PHP
- If AskUserQuestion is unavailable, default to Python examples and note: "Showing Python examples. Let me know if you need a different language."
4. **If unsupported language detected** (Rust, Swift, C++, Elixir, etc.):
- Suggest cURL/raw HTTP examples from `curl/` and note that community SDKs may exist
- Offer to show Python or TypeScript examples as reference implementations
5. **If user needs cURL/raw HTTP examples**, read from `curl/`.
### Language-Specific Feature Support
| Language | Tool Runner | Agent SDK | Notes |
| ---------- | ----------- | --------- | ------------------------------------- |
| Python | Yes (beta) | Yes | Full support — `@beta_tool` decorator |
| TypeScript | Yes (beta) | Yes | Full support — `betaZodTool` + Zod |
| Java | Yes (beta) | No | Beta tool use with annotated classes |
| Go | Yes (beta) | No | `BetaToolRunner` in `toolrunner` pkg |
| Ruby | Yes (beta) | No | `BaseTool` + `tool_runner` in beta |
| cURL | N/A | N/A | Raw HTTP, no SDK features |
| C# | No | No | Official SDK |
| PHP | No | No | Official SDK |
---
## Which Surface Should I Use?
> **Start simple.** Default to the simplest tier that meets your needs. Single API calls and workflows handle most use cases — only reach for agents when the task genuinely requires open-ended, model-driven exploration.
| Use Case | Tier | Recommended Surface | Why |
| ----------------------------------------------- | --------------- | ------------------------- | --------------------------------------- |
| Classification, summarization, extraction, Q&A | Single LLM call | **Claude API** | One request, one response |
| Batch processing or embeddings | Single LLM call | **Claude API** | Specialized endpoints |
| Multi-step pipelines with code-controlled logic | Workflow | **Claude API + tool use** | You orchestrate the loop |
| Custom agent with your own tools | Agent | **Claude API + tool use** | Maximum flexibility |
| AI agent with file/web/terminal access | Agent | **Agent SDK** | Built-in tools, safety, and MCP support |
| Agentic coding assistant | Agent | **Agent SDK** | Designed for this use case |
| Want built-in permissions and guardrails | Agent | **Agent SDK** | Safety features included |
> **Note:** The Agent SDK is for when you want built-in file/web/terminal tools, permissions, and MCP out of the box. If you want to build an agent with your own tools, Claude API is the right choice — use the tool runner for automatic loop handling, or the manual loop for fine-grained control (approval gates, custom logging, conditional execution).
### Decision Tree
```
What does your application need?
1. Single LLM call (classification, summarization, extraction, Q&A)
└── Claude API — one request, one response
2. Does Claude need to read/write files, browse the web, or run shell commands
as part of its work? (Not: does your app read a file and hand it to Claude —
does Claude itself need to discover and access files/web/shell?)
└── Yes → Agent SDK — built-in tools, don't reimplement them
Examples: "scan a codebase for bugs", "summarize every file in a directory",
"find bugs using subagents", "research a topic via web search"
3. Workflow (multi-step, code-orchestrated, with your own tools)
└── Claude API with tool use — you control the loop
4. Open-ended agent (model decides its own trajectory, your own tools)
└── Claude API agentic loop (maximum flexibility)
```
### Should I Build an Agent?
Before choosing the agent tier, check all four criteria:
- **Complexity** — Is the task multi-step and hard to fully specify in advance? (e.g., "turn this design doc into a PR" vs. "extract the title from this PDF")
- **Value** — Does the outcome justify higher cost and latency?
- **Viability** — Is Claude capable at this task type?
- **Cost of error** — Can errors be caught and recovered from? (tests, review, rollback)
If the answer is "no" to any of these, stay at a simpler tier (single call or workflow).
---
## Architecture
Everything goes through `POST /v1/messages`. Tools and output constraints are features of this single endpoint — not separate APIs.
**User-defined tools** — You define tools (via decorators, Zod schemas, or raw JSON), and the SDK's tool runner handles calling the API, executing your functions, and looping until Claude is done. For full control, you can write the loop manually.
**Server-side tools** — Anthropic-hosted tools that run on Anthropic's infrastructure. Code execution is fully server-side (declare it in `tools`, Claude runs code automatically). Computer use can be server-hosted or self-hosted.
**Structured outputs** — Constrains the Messages API response format (`output_config.format`) and/or tool parameter validation (`strict: true`). The recommended approach is `client.messages.parse()` which validates responses against your schema automatically. Note: the old `output_format` parameter is deprecated; use `output_config: {format: {...}}` on `messages.create()`.
**Supporting endpoints** — Batches (`POST /v1/messages/batches`), Files (`POST /v1/files`), Token Counting, and Models (`GET /v1/models`, `GET /v1/models/{id}` — live capability/context-window discovery) feed into or support Messages API requests.
---
## Current Models (cached: 2026-02-17)
| Model | Model ID | Context | Input $/1M | Output $/1M |
| ----------------- | ------------------- | -------------- | ---------- | ----------- |
| Claude Opus 4.6 | `claude-opus-4-6` | 200K (1M beta) | $5.00 | $25.00 |
| Claude Sonnet 4.6 | `claude-sonnet-4-6` | 200K (1M beta) | $3.00 | $15.00 |
| Claude Haiku 4.5 | `claude-haiku-4-5` | 200K | $1.00 | $5.00 |
**ALWAYS use `claude-opus-4-6` unless the user explicitly names a different model.** This is non-negotiable. Do not use `claude-sonnet-4-6`, `claude-sonnet-4-5`, or any other model unless the user literally says "use sonnet" or "use haiku". Never downgrade for cost — that's the user's decision, not yours.
**CRITICAL: Use only the exact model ID strings from the table above — they are complete as-is. Do not append date suffixes.** For example, use `claude-sonnet-4-5`, never `claude-sonnet-4-5-20250514` or any other date-suffixed variant you might recall from training data. If the user requests an older model not in the table (e.g., "opus 4.5", "sonnet 3.7"), read `shared/models.md` for the exact ID — do not construct one yourself.
A note: if any of the model strings above look unfamiliar to you, that's to be expected — that just means they were released after your training data cutoff. Rest assured they are real models; we wouldn't mess with you like that.
**Live capability lookup:** The table above is cached. When the user asks "what's the context window for X", "does X support vision/thinking/effort", or "which models support Y", query the Models API (`client.models.retrieve(id)` / `client.models.list()`) — see `shared/models.md` for the field reference and capability-filter examples.
---
## Thinking & Effort (Quick Reference)
**Opus 4.6 — Adaptive thinking (recommended):** Use `thinking: {type: "adaptive"}`. Claude dynamically decides when and how much to think. No `budget_tokens` needed — `budget_tokens` is deprecated on Opus 4.6 and Sonnet 4.6 and must not be used. Adaptive thinking also automatically enables interleaved thinking (no beta header needed). **When the user asks for "extended thinking", a "thinking budget", or `budget_tokens`: always use Opus 4.6 with `thinking: {type: "adaptive"}`. The concept of a fixed token budget for thinking is deprecated — adaptive thinking replaces it. Do NOT use `budget_tokens` and do NOT switch to an older model.**
**Effort parameter (GA, no beta header):** Controls thinking depth and overall token spend via `output_config: {effort: "low"|"medium"|"high"|"max"}` (inside `output_config`, not top-level). Default is `high` (equivalent to omitting it). `max` is Opus 4.6 only. Works on Opus 4.5, Opus 4.6, and Sonnet 4.6. Will error on Sonnet 4.5 / Haiku 4.5. Combine with adaptive thinking for the best cost-quality tradeoffs. Use `low` for subagents or simple tasks; `max` for the deepest reasoning.
**Sonnet 4.6:** Supports adaptive thinking (`thinking: {type: "adaptive"}`). `budget_tokens` is deprecated on Sonnet 4.6 — use adaptive thinking instead.
**Older models (only if explicitly requested):** If the user specifically asks for Sonnet 4.5 or another older model, use `thinking: {type: "enabled", budget_tokens: N}`. `budget_tokens` must be less than `max_tokens` (minimum 1024). Never choose an older model just because the user mentions `budget_tokens` — use Opus 4.6 with adaptive thinking instead.
---
## Compaction (Quick Reference)
**Beta, Opus 4.6 and Sonnet 4.6.** For long-running conversations that may exceed the 200K context window, enable server-side compaction. The API automatically summarizes earlier context when it approaches the trigger threshold (default: 150K tokens). Requires beta header `compact-2026-01-12`.
**Critical:** Append `response.content` (not just the text) back to your messages on every turn. Compaction blocks in the response must be preserved — the API uses them to replace the compacted history on the next request. Extracting only the text string and appending that will silently lose the compaction state.
See `{lang}/claude-api/README.md` (Compaction section) for code examples. Full docs via WebFetch in `shared/live-sources.md`.
---
## Reading Guide
After detecting the language, read the relevant files based on what the user needs:
### Quick Task Reference
**Single text classification/summarization/extraction/Q&A:**
→ Read only `{lang}/claude-api/README.md`
**Chat UI or real-time response display:**
→ Read `{lang}/claude-api/README.md` + `{lang}/claude-api/streaming.md`
**Long-running conversations (may exceed context window):**
→ Read `{lang}/claude-api/README.md` — see Compaction section
**Function calling / tool use / agents:**
→ Read `{lang}/claude-api/README.md` + `shared/tool-use-concepts.md` + `{lang}/claude-api/tool-use.md`
**Batch processing (non-latency-sensitive):**
→ Read `{lang}/claude-api/README.md` + `{lang}/claude-api/batches.md`
**File uploads across multiple requests:**
→ Read `{lang}/claude-api/README.md` + `{lang}/claude-api/files-api.md`
**Agent with built-in tools (file/web/terminal):**
→ Read `{lang}/agent-sdk/README.md` + `{lang}/agent-sdk/patterns.md`
### Claude API (Full File Reference)
Read the **language-specific Claude API folder** (`{language}/claude-api/`):
1. **`{language}/claude-api/README.md`** — **Read this first.** Installation, quick start, common patterns, error handling.
2. **`shared/tool-use-concepts.md`** — Read when the user needs function calling, code execution, memory, or structured outputs. Covers conceptual foundations.
3. **`{language}/claude-api/tool-use.md`** — Read for language-specific tool use code examples (tool runner, manual loop, code execution, memory, structured outputs).
4. **`{language}/claude-api/streaming.md`** — Read when building chat UIs or interfaces that display responses incrementally.
5. **`{language}/claude-api/batches.md`** — Read when processing many requests offline (not latency-sensitive). Runs asynchronously at 50% cost.
6. **`{language}/claude-api/files-api.md`** — Read when sending the same file across multiple requests without re-uploading.
7. **`shared/error-codes.md`** — Read when debugging HTTP errors or implementing error handling.
8. **`shared/live-sources.md`** — WebFetch URLs for fetching the latest official documentation.
> **Note:** For Java, Go, Ruby, C#, PHP, and cURL — these have a single file each covering all basics. Read that file plus `shared/tool-use-concepts.md` and `shared/error-codes.md` as needed.
### Agent SDK
Read the **language-specific Agent SDK folder** (`{language}/agent-sdk/`). Agent SDK is available for **Python and TypeScript only**.
1. **`{language}/agent-sdk/README.md`** — Installation, quick start, built-in tools, permissions, MCP, hooks.
2. **`{language}/agent-sdk/patterns.md`** — Custom tools, hooks, subagents, MCP integration, session resumption.
3. **`shared/live-sources.md`** — WebFetch URLs for current Agent SDK docs.
---
## When to Use WebFetch
Use WebFetch to get the latest documentation when:
- User asks for "latest" or "current" information
- Cached data seems incorrect
- User asks about features not covered here
Live documentation URLs are in `shared/live-sources.md`.
## Common Pitfalls
- Don't truncate inputs when passing files or content to the API. If the content is too long to fit in the context window, notify the user and discuss options (chunking, summarization, etc.) rather than silently truncating.
- **Opus 4.6 / Sonnet 4.6 thinking:** Use `thinking: {type: "adaptive"}` — do NOT use `budget_tokens` (deprecated on both Opus 4.6 and Sonnet 4.6). For older models, `budget_tokens` must be less than `max_tokens` (minimum 1024). This will throw an error if you get it wrong.
- **Opus 4.6 prefill removed:** Assistant message prefills (last-assistant-turn prefills) return a 400 error on Opus 4.6. Use structured outputs (`output_config.format`) or system prompt instructions to control response format instead.
- **`max_tokens` defaults:** Don't lowball `max_tokens` — hitting the cap truncates output mid-thought and requires a retry. For non-streaming requests, default to `~16000` (keeps responses under SDK HTTP timeouts). For streaming requests, default to `~64000` (timeouts aren't a concern, so give the model room). Only go lower when you have a hard reason: classification (`~256`), cost caps, or deliberately short outputs.
- **128K output tokens:** Opus 4.6 supports up to 128K `max_tokens`, but the SDKs require streaming for values that large to avoid HTTP timeouts. Use `.stream()` with `.get_final_message()` / `.finalMessage()`.
- **Tool call JSON parsing (Opus 4.6):** Opus 4.6 may produce different JSON string escaping in tool call `input` fields (e.g., Unicode or forward-slash escaping). Always parse tool inputs with `json.loads()` / `JSON.parse()` — never do raw string matching on the serialized input.
- **Structured outputs (all models):** Use `output_config: {format: {...}}` instead of the deprecated `output_format` parameter on `messages.create()`. This is a general API change, not 4.6-specific.
- **Don't reimplement SDK functionality:** The SDK provides high-level helpers — use them instead of building from scratch. Specifically: use `stream.finalMessage()` instead of wrapping `.on()` events in `new Promise()`; use typed exception classes (`Anthropic.RateLimitError`, etc.) instead of string-matching error messages; use SDK types (`Anthropic.MessageParam`, `Anthropic.Tool`, `Anthropic.Message`, etc.) instead of redefining equivalent interfaces.
- **Don't define custom types for SDK data structures:** The SDK exports types for all API objects. Use `Anthropic.MessageParam` for messages, `Anthropic.Tool` for tool definitions, `Anthropic.ToolUseBlock` / `Anthropic.ToolResultBlockParam` for tool results, `Anthropic.Message` for responses. Defining your own `interface ChatMessage { role: string; content: unknown }` duplicates what the SDK already provides and loses type safety.
- **Report and document output:** For tasks that produce reports, documents, or visualizations, the code execution sandbox has `python-docx`, `python-pptx`, `matplotlib`, `pillow`, and `pypdf` pre-installed. Claude can generate formatted files (DOCX, PDF, charts) and return them via the Files API — consider this for "report" or "document" type requests instead of plain stdout text.
FILE:LICENSE.txt
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FILE:csharp/claude-api.md
# Claude API — C#
> **Note:** The C# SDK is the official Anthropic SDK for C#. Tool use is supported via the Messages API. A class-annotation-based tool runner is not available; use raw tool definitions with JSON schema. The SDK also supports Microsoft.Extensions.AI IChatClient integration with function invocation.
## Installation
```bash
dotnet add package Anthropic
```
## Client Initialization
```csharp
using Anthropic;
// Default (uses ANTHROPIC_API_KEY env var)
AnthropicClient client = new();
// Explicit API key (use environment variables — never hardcode keys)
AnthropicClient client = new() {
ApiKey = Environment.GetEnvironmentVariable("ANTHROPIC_API_KEY")
};
```
---
## Basic Message Request
```csharp
using Anthropic.Models.Messages;
var parameters = new MessageCreateParams
{
Model = Model.ClaudeOpus4_6,
MaxTokens = 16000,
Messages = [new() { Role = Role.User, Content = "What is the capital of France?" }]
};
var response = await client.Messages.Create(parameters);
// ContentBlock is a union wrapper. .Value unwraps to the variant object,
// then OfType<T> filters to the type you want. Or use the TryPick* idiom
// shown in the Thinking section below.
foreach (var text in response.Content.Select(b => b.Value).OfType<TextBlock>())
{
Console.WriteLine(text.Text);
}
```
---
## Streaming
```csharp
using Anthropic.Models.Messages;
var parameters = new MessageCreateParams
{
Model = Model.ClaudeOpus4_6,
MaxTokens = 64000,
Messages = [new() { Role = Role.User, Content = "Write a haiku" }]
};
await foreach (RawMessageStreamEvent streamEvent in client.Messages.CreateStreaming(parameters))
{
if (streamEvent.TryPickContentBlockDelta(out var delta) &&
delta.Delta.TryPickText(out var text))
{
Console.Write(text.Text);
}
}
```
**`RawMessageStreamEvent` TryPick methods** (naming drops the `Message`/`Raw` prefix): `TryPickStart`, `TryPickDelta`, `TryPickStop`, `TryPickContentBlockStart`, `TryPickContentBlockDelta`, `TryPickContentBlockStop`. There is no `TryPickMessageStop` — use `TryPickStop`.
---
## Thinking
**Adaptive thinking is the recommended mode for Claude 4.6+ models.** Claude decides dynamically when and how much to think.
```csharp
using Anthropic.Models.Messages;
var response = await client.Messages.Create(new MessageCreateParams
{
Model = Model.ClaudeOpus4_6,
MaxTokens = 16000,
// ThinkingConfigParam? implicitly converts from the concrete variant classes —
// no wrapper needed.
Thinking = new ThinkingConfigAdaptive(),
Messages =
[
new() { Role = Role.User, Content = "Solve: 27 * 453" },
],
});
// ThinkingBlock(s) precede TextBlock in Content. TryPick* narrows the union.
foreach (var block in response.Content)
{
if (block.TryPickThinking(out ThinkingBlock? t))
{
Console.WriteLine($"[thinking] {t.Thinking}");
}
else if (block.TryPickText(out TextBlock? text))
{
Console.WriteLine(text.Text);
}
}
```
> **Deprecated:** `new ThinkingConfigEnabled { BudgetTokens = N }` (fixed-budget extended thinking) still works on Claude 4.6 but is deprecated. Use adaptive thinking above.
Alternative to `TryPick*`: `.Select(b => b.Value).OfType<ThinkingBlock>()` (same LINQ pattern as the Basic Message example).
---
## Tool Use
### Defining a tool
`Tool` (NOT `ToolParam`) with an `InputSchema` record. `InputSchema.Type` is auto-set to `"object"` by the constructor — don't set it. `ToolUnion` has an implicit conversion from `Tool`, triggered by the collection expression `[...]`.
```csharp
using System.Text.Json;
using Anthropic.Models.Messages;
var parameters = new MessageCreateParams
{
Model = Model.ClaudeSonnet4_6,
MaxTokens = 16000,
Tools = [
new Tool {
Name = "get_weather",
Description = "Get the current weather in a given location",
InputSchema = new() {
Properties = new Dictionary<string, JsonElement> {
["location"] = JsonSerializer.SerializeToElement(
new { type = "string", description = "City name" }),
},
Required = ["location"],
},
},
],
Messages = [new() { Role = Role.User, Content = "Weather in Paris?" }],
};
```
Derived from `anthropic-sdk-csharp/src/Anthropic/Models/Messages/Tool.cs` and `ToolUnion.cs:799` (implicit conversion).
See [shared tool use concepts](../shared/tool-use-concepts.md) for the loop pattern.
### Converting response content to the follow-up assistant message
When echoing Claude's response back in the assistant turn, **there is no `.ToParam()` helper** — manually reconstruct each `ContentBlock` variant as its `*Param` counterpart. Do NOT use `new ContentBlockParam(block.Json)`: it compiles and serializes, but `.Value` stays `null` so `TryPick*`/`Validate()` fail (degraded JSON pass-through, not the typed path).
```csharp
using Anthropic.Models.Messages;
Message response = await client.Messages.Create(parameters);
// No .ToParam() — reconstruct per variant. Implicit conversions from each
// *Param type to ContentBlockParam mean no explicit wrapper.
List<ContentBlockParam> assistantContent = [];
List<ContentBlockParam> toolResults = [];
foreach (ContentBlock block in response.Content)
{
if (block.TryPickText(out TextBlock? text))
{
assistantContent.Add(new TextBlockParam { Text = text.Text });
}
else if (block.TryPickThinking(out ThinkingBlock? thinking))
{
// Signature MUST be preserved — the API rejects tampering
assistantContent.Add(new ThinkingBlockParam
{
Thinking = thinking.Thinking,
Signature = thinking.Signature,
});
}
else if (block.TryPickRedactedThinking(out RedactedThinkingBlock? redacted))
{
assistantContent.Add(new RedactedThinkingBlockParam { Data = redacted.Data });
}
else if (block.TryPickToolUse(out ToolUseBlock? toolUse))
{
// ToolUseBlock has required Caller; ToolUseBlockParam.Caller is optional — don't copy it
assistantContent.Add(new ToolUseBlockParam
{
ID = toolUse.ID,
Name = toolUse.Name,
Input = toolUse.Input,
});
// Execute the tool; collect ONE result per tool_use block — the API
// rejects the follow-up if any tool_use ID lacks a matching tool_result.
string result = ExecuteYourTool(toolUse.Name, toolUse.Input);
toolResults.Add(new ToolResultBlockParam
{
ToolUseID = toolUse.ID,
Content = result,
});
}
}
// Follow-up: prior messages + assistant echo + user tool_result(s)
List<MessageParam> followUpMessages =
[
.. parameters.Messages,
new() { Role = Role.Assistant, Content = assistantContent },
new() { Role = Role.User, Content = toolResults },
];
```
`ToolResultBlockParam` has no tuple constructor — use the object initializer. `Content` is a string-or-list union; a plain `string` implicitly converts.
---
## Context Editing / Compaction (Beta)
**Beta-namespace prefix is inconsistent** (source-verified against `src/Anthropic/Models/Beta/Messages/*.cs` @ 12.8.0). No prefix: `MessageCreateParams`, `MessageCountTokensParams`, `Role`. **Everything else has the `Beta` prefix**: `BetaMessageParam`, `BetaMessage`, `BetaContentBlock`, `BetaToolUseBlock`, all block param types. The unprefixed `Role` WILL collide with `Anthropic.Models.Messages.Role` if you import both namespaces (CS0104). Safest: import only Beta; if mixing, alias the beta `Role`:
```csharp
using Anthropic.Models.Beta.Messages;
using NonBeta = Anthropic.Models.Messages; // only if you also need non-beta types
// Now: MessageCreateParams, BetaMessageParam, Role (beta's), NonBeta.Role (if needed)
```
`BetaMessage.Content` is `IReadOnlyList<BetaContentBlock>` — a 15-variant discriminated union. Narrow with `TryPick*`. **Response `BetaContentBlock` is NOT assignable to param `BetaContentBlockParam`** — there's no `.ToParam()` in C#. Round-trip by converting each block:
```csharp
using Anthropic.Models.Beta.Messages;
var betaParams = new MessageCreateParams // no Beta prefix — one of only 2 unprefixed
{
Model = Model.ClaudeOpus4_6,
MaxTokens = 16000,
Betas = ["compact-2026-01-12"],
ContextManagement = new BetaContextManagementConfig
{
Edits = [new BetaCompact20260112Edit()],
},
Messages = messages,
};
BetaMessage resp = await client.Beta.Messages.Create(betaParams);
foreach (BetaContentBlock block in resp.Content)
{
if (block.TryPickCompaction(out BetaCompactionBlock? compaction))
{
// Content is nullable — compaction can fail server-side
Console.WriteLine($"compaction summary: {compaction.Content}");
}
}
// Context-edit metadata lives on a separate nullable field
if (resp.ContextManagement is { } ctx)
{
foreach (var edit in ctx.AppliedEdits)
Console.WriteLine($"cleared {edit.ClearedInputTokens} tokens");
}
// ROUND-TRIP: BetaMessageParam.Content is BetaMessageParamContent (a string|list
// union). It implicit-converts from List<BetaContentBlockParam>, NOT from the
// response's IReadOnlyList<BetaContentBlock>. Convert each block:
List<BetaContentBlockParam> paramBlocks = [];
foreach (var b in resp.Content)
{
if (b.TryPickText(out var t)) paramBlocks.Add(new BetaTextBlockParam { Text = t.Text });
else if (b.TryPickCompaction(out var c)) paramBlocks.Add(new BetaCompactionBlockParam { Content = c.Content });
// ... other variants as needed
}
messages.Add(new BetaMessageParam { Role = Role.Assistant, Content = paramBlocks });
```
All 15 `BetaContentBlock.TryPick*` variants: `Text`, `Thinking`, `RedactedThinking`, `ToolUse`, `ServerToolUse`, `WebSearchToolResult`, `WebFetchToolResult`, `CodeExecutionToolResult`, `BashCodeExecutionToolResult`, `TextEditorCodeExecutionToolResult`, `ToolSearchToolResult`, `McpToolUse`, `McpToolResult`, `ContainerUpload`, `Compaction`.
**`BetaToolUseBlock.Input` is `IReadOnlyDictionary<string, JsonElement>`** — index by key then call the `JsonElement` extractor:
```csharp
if (block.TryPickToolUse(out BetaToolUseBlock? tu))
{
int a = tu.Input["a"].GetInt32();
string s = tu.Input["name"].GetString()!;
}
```
---
## Effort Parameter
Effort is nested under `OutputConfig`, NOT a top-level property. `ApiEnum<string, Effort>` has an implicit conversion from the enum, so assign `Effort.High` directly.
```csharp
OutputConfig = new OutputConfig { Effort = Effort.High },
```
Values: `Effort.Low`, `Effort.Medium`, `Effort.High`, `Effort.Max`. Combine with `Thinking = new ThinkingConfigAdaptive()` for cost-quality control.
---
## Prompt Caching
`System` takes `MessageCreateParamsSystem?` — a union of `string` or `List<TextBlockParam>`. There is no `SystemTextBlockParam`; use plain `TextBlockParam`. The implicit conversion needs the concrete `List<TextBlockParam>` type (array literals won't convert).
```csharp
System = new List<TextBlockParam> {
new() {
Text = longSystemPrompt,
CacheControl = new CacheControlEphemeral(), // auto-sets Type = "ephemeral"
},
},
```
Optional `Ttl` on `CacheControlEphemeral`: `new() { Ttl = Ttl.Ttl1h }` or `Ttl.Ttl5m`. `CacheControl` also exists on `Tool.CacheControl` and top-level `MessageCreateParams.CacheControl`.
---
## Token Counting
```csharp
MessageTokensCount result = await client.Messages.CountTokens(new MessageCountTokensParams {
Model = Model.ClaudeOpus4_6,
Messages = [new() { Role = Role.User, Content = "Hello" }],
});
long tokens = result.InputTokens;
```
`MessageCountTokensParams.Tools` uses a different union type (`MessageCountTokensTool`) than `MessageCreateParams.Tools` (`ToolUnion`) — if you're passing tools, the compiler will tell you when it matters.
---
## Structured Output
```csharp
OutputConfig = new OutputConfig {
Format = new JsonOutputFormat {
Schema = new Dictionary<string, JsonElement> {
["type"] = JsonSerializer.SerializeToElement("object"),
["properties"] = JsonSerializer.SerializeToElement(
new { name = new { type = "string" } }),
["required"] = JsonSerializer.SerializeToElement(new[] { "name" }),
},
},
},
```
`JsonOutputFormat.Type` is auto-set to `"json_schema"` by the constructor. `Schema` is `required`.
---
## PDF / Document Input
`DocumentBlockParam` takes a `DocumentBlockParamSource` union: `Base64PdfSource` / `UrlPdfSource` / `PlainTextSource` / `ContentBlockSource`. `Base64PdfSource` auto-sets `MediaType = "application/pdf"` and `Type = "base64"`.
```csharp
new MessageParam {
Role = Role.User,
Content = new List<ContentBlockParam> {
new DocumentBlockParam { Source = new Base64PdfSource { Data = base64String } },
new TextBlockParam { Text = "Summarize this PDF" },
},
}
```
---
## Server-Side Tools
Web search, bash, text editor, and code execution are built-in server tools. Type names are version-suffixed; constructors auto-set `name`/`type`. All implicit-convert to `ToolUnion`.
```csharp
Tools = [
new WebSearchTool20260209(),
new ToolBash20250124(),
new ToolTextEditor20250728(),
new CodeExecutionTool20260120(),
],
```
Also available: `WebFetchTool20260209`, `MemoryTool20250818`. `WebSearchTool20260209` optionals: `AllowedDomains`, `BlockedDomains`, `MaxUses`, `UserLocation`.
---
## Files API (Beta)
Files live under `client.Beta.Files` (namespace `Anthropic.Models.Beta.Files`). `BinaryContent` implicit-converts from `Stream` and `byte[]`.
```csharp
using Anthropic.Models.Beta.Files;
using Anthropic.Models.Beta.Messages;
FileMetadata meta = await client.Beta.Files.Upload(
new FileUploadParams { File = File.OpenRead("doc.pdf") });
// Referencing the uploaded file requires Beta message types:
new BetaRequestDocumentBlock {
Source = new BetaFileDocumentSource { FileID = meta.ID },
}
```
The non-beta `DocumentBlockParamSource` union has no file-ID variant — file references need `client.Beta.Messages.Create()`.
FILE:curl/examples.md
# Claude API — cURL / Raw HTTP
Use these examples when the user needs raw HTTP requests or is working in a language without an official SDK.
## Setup
```bash
export ANTHROPIC_API_KEY="your-api-key"
```
---
## Basic Message Request
```bash
curl https://api.anthropic.com/v1/messages \
-H "Content-Type: application/json" \
-H "x-api-key: $ANTHROPIC_API_KEY" \
-H "anthropic-version: 2023-06-01" \
-d '{
"model": "claude-opus-4-6",
"max_tokens": 16000,
"messages": [
{"role": "user", "content": "What is the capital of France?"}
]
}'
```
### Parsing the response
Use `jq` to extract fields from the JSON response. Do not use `grep`/`sed` —
JSON strings can contain any character and regex parsing will break on quotes,
escapes, or multi-line content.
```bash
# Capture the response, then extract fields
response=$(curl -s https://api.anthropic.com/v1/messages \
-H "Content-Type: application/json" \
-H "x-api-key: $ANTHROPIC_API_KEY" \
-H "anthropic-version: 2023-06-01" \
-d '{"model":"claude-opus-4-6","max_tokens":16000,"messages":[{"role":"user","content":"Hello"}]}')
# Print the first text block (-r strips the JSON quotes)
echo "$response" | jq -r '.content[0].text'
# Read usage fields
input_tokens=$(echo "$response" | jq -r '.usage.input_tokens')
output_tokens=$(echo "$response" | jq -r '.usage.output_tokens')
# Read stop reason (for tool-use loops)
stop_reason=$(echo "$response" | jq -r '.stop_reason')
# Extract all text blocks (content is an array; filter to type=="text")
echo "$response" | jq -r '.content[] | select(.type == "text") | .text'
```
---
## Streaming (SSE)
```bash
curl https://api.anthropic.com/v1/messages \
-H "Content-Type: application/json" \
-H "x-api-key: $ANTHROPIC_API_KEY" \
-H "anthropic-version: 2023-06-01" \
-d '{
"model": "claude-opus-4-6",
"max_tokens": 64000,
"stream": true,
"messages": [{"role": "user", "content": "Write a haiku"}]
}'
```
The response is a stream of Server-Sent Events:
```
event: message_start
data: {"type":"message_start","message":{"id":"msg_...","type":"message",...}}
event: content_block_start
data: {"type":"content_block_start","index":0,"content_block":{"type":"text","text":""}}
event: content_block_delta
data: {"type":"content_block_delta","index":0,"delta":{"type":"text_delta","text":"Hello"}}
event: content_block_stop
data: {"type":"content_block_stop","index":0}
event: message_delta
data: {"type":"message_delta","delta":{"stop_reason":"end_turn"},"usage":{"output_tokens":12}}
event: message_stop
data: {"type":"message_stop"}
```
---
## Tool Use
```bash
curl https://api.anthropic.com/v1/messages \
-H "Content-Type: application/json" \
-H "x-api-key: $ANTHROPIC_API_KEY" \
-H "anthropic-version: 2023-06-01" \
-d '{
"model": "claude-opus-4-6",
"max_tokens": 16000,
"tools": [{
"name": "get_weather",
"description": "Get current weather for a location",
"input_schema": {
"type": "object",
"properties": {
"location": {"type": "string", "description": "City name"}
},
"required": ["location"]
}
}],
"messages": [{"role": "user", "content": "What is the weather in Paris?"}]
}'
```
When Claude responds with a `tool_use` block, send the result back:
```bash
curl https://api.anthropic.com/v1/messages \
-H "Content-Type: application/json" \
-H "x-api-key: $ANTHROPIC_API_KEY" \
-H "anthropic-version: 2023-06-01" \
-d '{
"model": "claude-opus-4-6",
"max_tokens": 16000,
"tools": [{
"name": "get_weather",
"description": "Get current weather for a location",
"input_schema": {
"type": "object",
"properties": {
"location": {"type": "string", "description": "City name"}
},
"required": ["location"]
}
}],
"messages": [
{"role": "user", "content": "What is the weather in Paris?"},
{"role": "assistant", "content": [
{"type": "text", "text": "Let me check the weather."},
{"type": "tool_use", "id": "toolu_abc123", "name": "get_weather", "input": {"location": "Paris"}}
]},
{"role": "user", "content": [
{"type": "tool_result", "tool_use_id": "toolu_abc123", "content": "72°F and sunny"}
]}
]
}'
```
---
## Extended Thinking
> **Opus 4.6 and Sonnet 4.6:** Use adaptive thinking. `budget_tokens` is deprecated on both Opus 4.6 and Sonnet 4.6.
> **Older models:** Use `"type": "enabled"` with `"budget_tokens": N` (must be < `max_tokens`, min 1024).
```bash
# Opus 4.6: adaptive thinking (recommended)
curl https://api.anthropic.com/v1/messages \
-H "Content-Type: application/json" \
-H "x-api-key: $ANTHROPIC_API_KEY" \
-H "anthropic-version: 2023-06-01" \
-d '{
"model": "claude-opus-4-6",
"max_tokens": 16000,
"thinking": {
"type": "adaptive"
},
"output_config": {
"effort": "high"
},
"messages": [{"role": "user", "content": "Solve this step by step..."}]
}'
```
---
## Required Headers
| Header | Value | Description |
| ------------------- | ------------------ | -------------------------- |
| `Content-Type` | `application/json` | Required |
| `x-api-key` | Your API key | Authentication |
| `anthropic-version` | `2023-06-01` | API version |
| `anthropic-beta` | Beta feature IDs | Required for beta features |
FILE:go/claude-api.md
# Claude API — Go
> **Note:** The Go SDK supports the Claude API and beta tool use with `BetaToolRunner`. Agent SDK is not yet available for Go.
## Installation
```bash
go get github.com/anthropics/anthropic-sdk-go
```
## Client Initialization
```go
import (
"github.com/anthropics/anthropic-sdk-go"
"github.com/anthropics/anthropic-sdk-go/option"
)
// Default (uses ANTHROPIC_API_KEY env var)
client := anthropic.NewClient()
// Explicit API key
client := anthropic.NewClient(
option.WithAPIKey("your-api-key"),
)
```
---
## Basic Message Request
```go
response, err := client.Messages.New(context.Background(), anthropic.MessageNewParams{
Model: anthropic.ModelClaudeOpus4_6,
MaxTokens: 16000,
Messages: []anthropic.MessageParam{
anthropic.NewUserMessage(anthropic.NewTextBlock("What is the capital of France?")),
},
})
if err != nil {
log.Fatal(err)
}
for _, block := range response.Content {
switch variant := block.AsAny().(type) {
case anthropic.TextBlock:
fmt.Println(variant.Text)
}
}
```
---
## Streaming
```go
stream := client.Messages.NewStreaming(context.Background(), anthropic.MessageNewParams{
Model: anthropic.ModelClaudeOpus4_6,
MaxTokens: 64000,
Messages: []anthropic.MessageParam{
anthropic.NewUserMessage(anthropic.NewTextBlock("Write a haiku")),
},
})
for stream.Next() {
event := stream.Current()
switch eventVariant := event.AsAny().(type) {
case anthropic.ContentBlockDeltaEvent:
switch deltaVariant := eventVariant.Delta.AsAny().(type) {
case anthropic.TextDelta:
fmt.Print(deltaVariant.Text)
}
}
}
if err := stream.Err(); err != nil {
log.Fatal(err)
}
```
**Accumulating the final message** (there is no `GetFinalMessage()` on the stream):
```go
stream := client.Messages.NewStreaming(ctx, params)
message := anthropic.Message{}
for stream.Next() {
message.Accumulate(stream.Current())
}
if err := stream.Err(); err != nil { log.Fatal(err) }
// message.Content now has the complete response
```
---
## Tool Use
### Tool Runner (Beta — Recommended)
**Beta:** The Go SDK provides `BetaToolRunner` for automatic tool use loops via the `toolrunner` package.
```go
import (
"context"
"fmt"
"log"
"github.com/anthropics/anthropic-sdk-go"
"github.com/anthropics/anthropic-sdk-go/toolrunner"
)
// Define tool input with jsonschema tags for automatic schema generation
type GetWeatherInput struct {
City string `json:"city" jsonschema:"required,description=The city name"`
}
// Create a tool with automatic schema generation from struct tags
weatherTool, err := toolrunner.NewBetaToolFromJSONSchema(
"get_weather",
"Get current weather for a city",
func(ctx context.Context, input GetWeatherInput) (anthropic.BetaToolResultBlockParamContentUnion, error) {
return anthropic.BetaToolResultBlockParamContentUnion{
OfText: &anthropic.BetaTextBlockParam{
Text: fmt.Sprintf("The weather in %s is sunny, 72°F", input.City),
},
}, nil
},
)
if err != nil {
log.Fatal(err)
}
// Create a tool runner that handles the conversation loop automatically
runner := client.Beta.Messages.NewToolRunner(
[]anthropic.BetaTool{weatherTool},
anthropic.BetaToolRunnerParams{
BetaMessageNewParams: anthropic.BetaMessageNewParams{
Model: anthropic.ModelClaudeOpus4_6,
MaxTokens: 16000,
Messages: []anthropic.BetaMessageParam{
anthropic.NewBetaUserMessage(anthropic.NewBetaTextBlock("What's the weather in Paris?")),
},
},
MaxIterations: 5,
},
)
// Run until Claude produces a final response
message, err := runner.RunToCompletion(context.Background())
if err != nil {
log.Fatal(err)
}
// RunToCompletion returns *BetaMessage; content is []BetaContentBlockUnion.
// Narrow via AsAny() switch — note the Beta-namespace types (BetaTextBlock,
// not TextBlock):
for _, block := range message.Content {
switch block := block.AsAny().(type) {
case anthropic.BetaTextBlock:
fmt.Println(block.Text)
}
}
```
**Key features of the Go tool runner:**
- Automatic schema generation from Go structs via `jsonschema` tags
- `RunToCompletion()` for simple one-shot usage
- `All()` iterator for processing each message in the conversation
- `NextMessage()` for step-by-step iteration
- Streaming variant via `NewToolRunnerStreaming()` with `AllStreaming()`
### Manual Loop
For fine-grained control over the agentic loop, define tools with `ToolParam`, check `StopReason`, execute tools yourself, and feed `tool_result` blocks back. This is the pattern when you need to intercept, validate, or log tool calls.
Derived from `anthropic-sdk-go/examples/tools/main.go`.
```go
package main
import (
"context"
"encoding/json"
"fmt"
"log"
"github.com/anthropics/anthropic-sdk-go"
)
func main() {
client := anthropic.NewClient()
// 1. Define tools. ToolParam.InputSchema uses a map, no struct tags needed.
addTool := anthropic.ToolParam{
Name: "add",
Description: anthropic.String("Add two integers"),
InputSchema: anthropic.ToolInputSchemaParam{
Properties: map[string]any{
"a": map[string]any{"type": "integer"},
"b": map[string]any{"type": "integer"},
},
},
}
// ToolParam must be wrapped in ToolUnionParam for the Tools slice
tools := []anthropic.ToolUnionParam{{OfTool: &addTool}}
messages := []anthropic.MessageParam{
anthropic.NewUserMessage(anthropic.NewTextBlock("What is 2 + 3?")),
}
for {
resp, err := client.Messages.New(context.Background(), anthropic.MessageNewParams{
Model: anthropic.ModelClaudeSonnet4_6,
MaxTokens: 16000,
Messages: messages,
Tools: tools,
})
if err != nil {
log.Fatal(err)
}
// 2. Append the assistant response to history BEFORE processing tool calls.
// resp.ToParam() converts Message → MessageParam in one call.
messages = append(messages, resp.ToParam())
// 3. Walk content blocks. ContentBlockUnion is a flattened struct;
// use block.AsAny().(type) to switch on the actual variant.
toolResults := []anthropic.ContentBlockParamUnion{}
for _, block := range resp.Content {
switch variant := block.AsAny().(type) {
case anthropic.TextBlock:
fmt.Println(variant.Text)
case anthropic.ToolUseBlock:
// 4. Parse the tool input. Use variant.JSON.Input.Raw() to get the
// raw JSON — block.Input is json.RawMessage, not the parsed value.
var in struct {
A int `json:"a"`
B int `json:"b"`
}
if err := json.Unmarshal([]byte(variant.JSON.Input.Raw()), &in); err != nil {
log.Fatal(err)
}
result := fmt.Sprintf("%d", in.A+in.B)
// 5. NewToolResultBlock(toolUseID, content, isError) builds the
// ContentBlockParamUnion for you. block.ID is the tool_use_id.
toolResults = append(toolResults,
anthropic.NewToolResultBlock(block.ID, result, false))
}
}
// 6. Exit when Claude stops asking for tools
if resp.StopReason != anthropic.StopReasonToolUse {
break
}
// 7. Tool results go in a user message (variadic: all results in one turn)
messages = append(messages, anthropic.NewUserMessage(toolResults...))
}
}
```
**Key API surface:**
| Symbol | Purpose |
|---|---|
| `resp.ToParam()` | Convert `Message` response → `MessageParam` for history |
| `block.AsAny().(type)` | Type-switch on `ContentBlockUnion` variants |
| `variant.JSON.Input.Raw()` | Raw JSON string of tool input (for `json.Unmarshal`) |
| `anthropic.NewToolResultBlock(id, content, isError)` | Build `tool_result` block |
| `anthropic.NewUserMessage(blocks...)` | Wrap tool results as a user turn |
| `anthropic.StopReasonToolUse` | `StopReason` constant to check loop termination |
| `anthropic.ToolUnionParam{OfTool: &t}` | Wrap `ToolParam` in the union for `Tools:` |
---
## Thinking
Enable Claude's internal reasoning by setting `Thinking` in `MessageNewParams`. The response will contain `ThinkingBlock` content before the final `TextBlock`.
**Adaptive thinking is the recommended mode for Claude 4.6+ models.** Claude decides dynamically when and how much to think. Combine with the `effort` parameter for cost-quality control.
Derived from `anthropic-sdk-go/message.go` (`ThinkingConfigParamUnion`, `NewThinkingConfigAdaptiveParam`).
```go
// There is no ThinkingConfigParamOfAdaptive helper — construct the union
// struct-literal directly and take the address of the variant.
adaptive := anthropic.NewThinkingConfigAdaptiveParam()
params := anthropic.MessageNewParams{
Model: anthropic.ModelClaudeSonnet4_6,
MaxTokens: 16000,
Thinking: anthropic.ThinkingConfigParamUnion{OfAdaptive: &adaptive},
Messages: []anthropic.MessageParam{
anthropic.NewUserMessage(anthropic.NewTextBlock("How many r's in strawberry?")),
},
}
resp, err := client.Messages.New(context.Background(), params)
if err != nil {
log.Fatal(err)
}
// ThinkingBlock(s) precede TextBlock in content
for _, block := range resp.Content {
switch b := block.AsAny().(type) {
case anthropic.ThinkingBlock:
fmt.Println("[thinking]", b.Thinking)
case anthropic.TextBlock:
fmt.Println(b.Text)
}
}
```
> **Deprecated:** `ThinkingConfigParamOfEnabled(budgetTokens)` (fixed-budget extended thinking) still works on Claude 4.6 but is deprecated. Use adaptive thinking above.
To disable: `anthropic.ThinkingConfigParamUnion{OfDisabled: &anthropic.ThinkingConfigDisabledParam{}}`.
---
## Server-Side Tools
Version-suffixed struct names with `Param` suffix. `Name`/`Type` are `constant.*` types — zero value marshals correctly, so `{}` works. Wrap in `ToolUnionParam` with the matching `Of*` field.
```go
Tools: []anthropic.ToolUnionParam{
{OfWebSearchTool20260209: &anthropic.WebSearchTool20260209Param{}},
{OfBashTool20250124: &anthropic.ToolBash20250124Param{}},
{OfTextEditor20250728: &anthropic.ToolTextEditor20250728Param{}},
{OfCodeExecutionTool20260120: &anthropic.CodeExecutionTool20260120Param{}},
},
```
Also available: `WebFetchTool20260209Param`, `MemoryTool20250818Param`, `ToolSearchToolBm25_20251119Param`, `ToolSearchToolRegex20251119Param`.
---
## PDF / Document Input
`NewDocumentBlock` generic helper accepts any source type. `MediaType`/`Type` are auto-set.
```go
b64 := base64.StdEncoding.EncodeToString(pdfBytes)
msg := anthropic.NewUserMessage(
anthropic.NewDocumentBlock(anthropic.Base64PDFSourceParam{Data: b64}),
anthropic.NewTextBlock("Summarize this document"),
)
```
Other sources: `URLPDFSourceParam{URL: "https://..."}`, `PlainTextSourceParam{Data: "..."}`.
---
## Files API (Beta)
Under `client.Beta.Files`. Method is **`Upload`** (NOT `New`/`Create`), params struct is `BetaFileUploadParams`. The `File` field takes an `io.Reader`; use `anthropic.File()` to attach a filename + content-type for the multipart encoding.
```go
f, _ := os.Open("./upload_me.txt")
defer f.Close()
meta, err := client.Beta.Files.Upload(ctx, anthropic.BetaFileUploadParams{
File: anthropic.File(f, "upload_me.txt", "text/plain"),
Betas: []anthropic.AnthropicBeta{anthropic.AnthropicBetaFilesAPI2025_04_14},
})
// meta.ID is the file_id to reference in subsequent message requests
```
Other `Beta.Files` methods: `List`, `Delete`, `Download`, `GetMetadata`.
---
## Context Editing / Compaction (Beta)
Use `Beta.Messages.New` with `ContextManagement` on `BetaMessageNewParams`. There is no `NewBetaAssistantMessage` — use `.ToParam()` for the round-trip.
```go
params := anthropic.BetaMessageNewParams{
Model: anthropic.ModelClaudeOpus4_6, // also supported: ModelClaudeSonnet4_6
MaxTokens: 16000,
Betas: []anthropic.AnthropicBeta{"compact-2026-01-12"},
ContextManagement: anthropic.BetaContextManagementConfigParam{
Edits: []anthropic.BetaContextManagementConfigEditUnionParam{
{OfCompact20260112: &anthropic.BetaCompact20260112EditParam{}},
},
},
Messages: []anthropic.BetaMessageParam{ /* ... */ },
}
resp, err := client.Beta.Messages.New(ctx, params)
if err != nil {
log.Fatal(err)
}
// Round-trip: append response to history via .ToParam()
params.Messages = append(params.Messages, resp.ToParam())
// Read compaction blocks from the response
for _, block := range resp.Content {
if c, ok := block.AsAny().(anthropic.BetaCompactionBlock); ok {
fmt.Println("compaction summary:", c.Content)
}
}
```
Other edit types: `BetaClearToolUses20250919EditParam`, `BetaClearThinking20251015EditParam`.
FILE:java/claude-api.md
# Claude API — Java
> **Note:** The Java SDK supports the Claude API and beta tool use with annotated classes. Agent SDK is not yet available for Java.
## Installation
Maven:
```xml
<dependency>
<groupId>com.anthropic</groupId>
<artifactId>anthropic-java</artifactId>
<version>2.16.1</version>
</dependency>
```
Gradle:
```groovy
implementation("com.anthropic:anthropic-java:2.16.1")
```
## Client Initialization
```java
import com.anthropic.client.AnthropicClient;
import com.anthropic.client.okhttp.AnthropicOkHttpClient;
// Default (reads ANTHROPIC_API_KEY from environment)
AnthropicClient client = AnthropicOkHttpClient.fromEnv();
// Explicit API key
AnthropicClient client = AnthropicOkHttpClient.builder()
.apiKey("your-api-key")
.build();
```
---
## Basic Message Request
```java
import com.anthropic.models.messages.MessageCreateParams;
import com.anthropic.models.messages.Message;
import com.anthropic.models.messages.Model;
MessageCreateParams params = MessageCreateParams.builder()
.model(Model.CLAUDE_OPUS_4_6)
.maxTokens(16000L)
.addUserMessage("What is the capital of France?")
.build();
Message response = client.messages().create(params);
response.content().stream()
.flatMap(block -> block.text().stream())
.forEach(textBlock -> System.out.println(textBlock.text()));
```
---
## Streaming
```java
import com.anthropic.core.http.StreamResponse;
import com.anthropic.models.messages.RawMessageStreamEvent;
MessageCreateParams params = MessageCreateParams.builder()
.model(Model.CLAUDE_OPUS_4_6)
.maxTokens(64000L)
.addUserMessage("Write a haiku")
.build();
try (StreamResponse<RawMessageStreamEvent> streamResponse = client.messages().createStreaming(params)) {
streamResponse.stream()
.flatMap(event -> event.contentBlockDelta().stream())
.flatMap(deltaEvent -> deltaEvent.delta().text().stream())
.forEach(textDelta -> System.out.print(textDelta.text()));
}
```
---
## Thinking
**Adaptive thinking is the recommended mode for Claude 4.6+ models.** Claude decides dynamically when and how much to think. The builder has a direct `.thinking(ThinkingConfigAdaptive)` overload — no manual union wrapping.
```java
import com.anthropic.models.messages.ContentBlock;
import com.anthropic.models.messages.MessageCreateParams;
import com.anthropic.models.messages.Model;
import com.anthropic.models.messages.ThinkingConfigAdaptive;
MessageCreateParams params = MessageCreateParams.builder()
.model(Model.CLAUDE_SONNET_4_6)
.maxTokens(16000L)
.thinking(ThinkingConfigAdaptive.builder().build())
.addUserMessage("Solve this step by step: 27 * 453")
.build();
for (ContentBlock block : client.messages().create(params).content()) {
block.thinking().ifPresent(t -> System.out.println("[thinking] " + t.thinking()));
block.text().ifPresent(t -> System.out.println(t.text()));
}
```
> **Deprecated:** `ThinkingConfigEnabled.builder().budgetTokens(N)` (and the `.enabledThinking(N)` shortcut) still works on Claude 4.6 but is deprecated. Use adaptive thinking above.
`ContentBlock` narrowing: `.thinking()` / `.text()` return `Optional<T>` — use `.ifPresent(...)` or `.stream().flatMap(...)`. Alternative: `isThinking()` / `asThinking()` boolean+unwrap pairs (throws on wrong variant).
---
## Tool Use (Beta)
The Java SDK supports beta tool use with annotated classes. Tool classes implement `Supplier<String>` for automatic execution via `BetaToolRunner`.
### Tool Runner (automatic loop)
```java
import com.anthropic.models.beta.messages.MessageCreateParams;
import com.anthropic.models.beta.messages.BetaMessage;
import com.anthropic.helpers.BetaToolRunner;
import com.fasterxml.jackson.annotation.JsonClassDescription;
import com.fasterxml.jackson.annotation.JsonPropertyDescription;
import java.util.function.Supplier;
@JsonClassDescription("Get the weather in a given location")
static class GetWeather implements Supplier<String> {
@JsonPropertyDescription("The city and state, e.g. San Francisco, CA")
public String location;
@Override
public String get() {
return "The weather in " + location + " is sunny and 72°F";
}
}
BetaToolRunner toolRunner = client.beta().messages().toolRunner(
MessageCreateParams.builder()
.model("claude-opus-4-6")
.maxTokens(16000L)
.putAdditionalHeader("anthropic-beta", "structured-outputs-2025-11-13")
.addTool(GetWeather.class)
.addUserMessage("What's the weather in San Francisco?")
.build());
for (BetaMessage message : toolRunner) {
System.out.println(message);
}
```
### Memory Tool
The Java SDK provides `BetaMemoryToolHandler` for implementing the memory tool backend. You supply a handler that manages file storage, and the `BetaToolRunner` handles memory tool calls automatically.
```java
import com.anthropic.helpers.BetaMemoryToolHandler;
import com.anthropic.helpers.BetaToolRunner;
import com.anthropic.models.beta.messages.BetaMemoryTool20250818;
import com.anthropic.models.beta.messages.BetaMessage;
import com.anthropic.models.beta.messages.MessageCreateParams;
import com.anthropic.models.beta.messages.ToolRunnerCreateParams;
// Implement BetaMemoryToolHandler with your storage backend (e.g., filesystem)
BetaMemoryToolHandler memoryHandler = new FileSystemMemoryToolHandler(sandboxRoot);
MessageCreateParams createParams = MessageCreateParams.builder()
.model("claude-opus-4-6")
.maxTokens(4096L)
.addTool(BetaMemoryTool20250818.builder().build())
.addUserMessage("Remember that my favorite color is blue")
.build();
BetaToolRunner toolRunner = client.beta().messages().toolRunner(
ToolRunnerCreateParams.builder()
.betaMemoryToolHandler(memoryHandler)
.initialMessageParams(createParams)
.build());
for (BetaMessage message : toolRunner) {
System.out.println(message);
}
```
See the [shared memory tool concepts](../shared/tool-use-concepts.md) for more details on the memory tool.
### Non-Beta Tool Declaration (manual JSON schema)
`Tool.InputSchema.Properties` is a freeform `Map<String, JsonValue>` wrapper — build property schemas via `putAdditionalProperty`. `type: "object"` is the default. The builder has a direct `.addTool(Tool)` overload that wraps in `ToolUnion` automatically.
```java
import com.anthropic.core.JsonValue;
import com.anthropic.models.messages.Tool;
Tool tool = Tool.builder()
.name("get_weather")
.description("Get the current weather in a given location")
.inputSchema(Tool.InputSchema.builder()
.properties(Tool.InputSchema.Properties.builder()
.putAdditionalProperty("location", JsonValue.from(Map.of("type", "string")))
.build())
.required(List.of("location"))
.build())
.build();
MessageCreateParams params = MessageCreateParams.builder()
.model(Model.CLAUDE_SONNET_4_6)
.maxTokens(16000L)
.addTool(tool)
.addUserMessage("Weather in Paris?")
.build();
```
For manual tool loops, handle `tool_use` blocks in the response, send `tool_result` back, loop until `stop_reason` is `"end_turn"`. See [shared tool use concepts](../shared/tool-use-concepts.md).
### Building `MessageParam` with Content Blocks (Tool Result Round-Trip)
`MessageParam.Content` is an inner union class (string | list). Use the builder's `.contentOfBlockParams(List<ContentBlockParam>)` alias — there is NO separate `MessageParamContent` class with a static `ofBlockParams`:
```java
import com.anthropic.models.messages.MessageParam;
import com.anthropic.models.messages.ContentBlockParam;
import com.anthropic.models.messages.ToolResultBlockParam;
List<ContentBlockParam> results = List.of(
ContentBlockParam.ofToolResult(ToolResultBlockParam.builder()
.toolUseId(toolUseBlock.id())
.content(yourResultString)
.build())
);
MessageParam toolResultMsg = MessageParam.builder()
.role(MessageParam.Role.USER)
.contentOfBlockParams(results) // builder alias for Content.ofBlockParams(...)
.build();
```
---
## Effort Parameter
Effort is nested inside `OutputConfig` — there is NO `.effort()` directly on `MessageCreateParams.Builder`.
```java
import com.anthropic.models.messages.OutputConfig;
.outputConfig(OutputConfig.builder()
.effort(OutputConfig.Effort.HIGH) // or LOW, MEDIUM, MAX
.build())
```
Combine with `Thinking = ThinkingConfigAdaptive` for cost-quality control.
---
## Prompt Caching
System message as a list of `TextBlockParam` with `CacheControlEphemeral`. Use `.systemOfTextBlockParams(...)` — the plain `.system(String)` overload can't carry cache control.
```java
import com.anthropic.models.messages.TextBlockParam;
import com.anthropic.models.messages.CacheControlEphemeral;
.systemOfTextBlockParams(List.of(
TextBlockParam.builder()
.text(longSystemPrompt)
.cacheControl(CacheControlEphemeral.builder()
.ttl(CacheControlEphemeral.Ttl.TTL_1H) // optional; also TTL_5M
.build())
.build()))
```
There's also a top-level `.cacheControl(CacheControlEphemeral)` on `MessageCreateParams.Builder` and on `Tool.builder()`.
---
## Token Counting
```java
import com.anthropic.models.messages.MessageCountTokensParams;
long tokens = client.messages().countTokens(
MessageCountTokensParams.builder()
.model(Model.CLAUDE_SONNET_4_6)
.addUserMessage("Hello")
.build()
).inputTokens();
```
---
## Structured Output
The class-based overload auto-derives the JSON schema from your POJO and gives you a typed `.text()` return — no manual schema, no manual parsing.
```java
import com.anthropic.models.messages.StructuredMessageCreateParams;
record Book(String title, String author) {}
record BookList(List<Book> books) {}
StructuredMessageCreateParams<BookList> params = MessageCreateParams.builder()
.model(Model.CLAUDE_SONNET_4_6)
.maxTokens(16000L)
.outputConfig(BookList.class) // returns a typed builder
.addUserMessage("List 3 classic novels")
.build();
client.messages().create(params).content().stream()
.flatMap(cb -> cb.text().stream())
.forEach(typed -> {
// typed.text() returns BookList, not String
for (Book b : typed.text().books()) System.out.println(b.title());
});
```
Supports Jackson annotations: `@JsonPropertyDescription`, `@JsonIgnore`, `@ArraySchema(minItems=...)`. Manual schema path: `OutputConfig.builder().format(JsonOutputFormat.builder().schema(...).build())`.
---
## PDF / Document Input
`DocumentBlockParam` builder has source shortcuts. Wrap in `ContentBlockParam.ofDocument()` and pass via `.addUserMessageOfBlockParams()`.
```java
import com.anthropic.models.messages.DocumentBlockParam;
import com.anthropic.models.messages.ContentBlockParam;
import com.anthropic.models.messages.TextBlockParam;
DocumentBlockParam doc = DocumentBlockParam.builder()
.base64Source(base64String) // or .urlSource("https://...") or .textSource("...")
.title("My Document") // optional
.build();
.addUserMessageOfBlockParams(List.of(
ContentBlockParam.ofDocument(doc),
ContentBlockParam.ofText(TextBlockParam.builder().text("Summarize this").build())))
```
---
## Server-Side Tools
Version-suffixed types; `name`/`type` auto-set by builder. Direct `.addTool()` overloads exist for every type — no manual `ToolUnion` wrapping.
```java
import com.anthropic.models.messages.WebSearchTool20260209;
import com.anthropic.models.messages.ToolBash20250124;
import com.anthropic.models.messages.ToolTextEditor20250728;
import com.anthropic.models.messages.CodeExecutionTool20260120;
.addTool(WebSearchTool20260209.builder()
.maxUses(5L) // optional
.allowedDomains(List.of("example.com")) // optional
.build())
.addTool(ToolBash20250124.builder().build())
.addTool(ToolTextEditor20250728.builder().build())
.addTool(CodeExecutionTool20260120.builder().build())
```
Also available: `WebFetchTool20260209`, `MemoryTool20250818`, `ToolSearchToolBm25_20251119`.
### Beta namespace (MCP, compaction)
For beta-only features use `com.anthropic.models.beta.messages.*` — class names have a `Beta` prefix AND live in the beta package. The beta `MessageCreateParams.Builder` has direct `.addTool(BetaToolBash20250124)` overloads AND `.addMcpServer()`:
```java
import com.anthropic.models.beta.messages.MessageCreateParams;
import com.anthropic.models.beta.messages.BetaToolBash20250124;
import com.anthropic.models.beta.messages.BetaCodeExecutionTool20260120;
import com.anthropic.models.beta.messages.BetaRequestMcpServerUrlDefinition;
MessageCreateParams params = MessageCreateParams.builder()
.model(Model.CLAUDE_OPUS_4_6)
.maxTokens(16000L)
.addBeta("mcp-client-2025-11-20")
.addTool(BetaToolBash20250124.builder().build())
.addTool(BetaCodeExecutionTool20260120.builder().build())
.addMcpServer(BetaRequestMcpServerUrlDefinition.builder()
.name("my-server")
.url("https://example.com/mcp")
.build())
.addUserMessage("...")
.build();
client.beta().messages().create(params);
```
`BetaTool*` types are NOT interchangeable with non-beta `Tool*` — pick one namespace per request.
**Reading server-tool blocks in the response:** `ServerToolUseBlock` has `.id()`, `.name()` (enum), and `._input()` returning raw `JsonValue` — there is NO typed `.input()`. For code execution results, unwrap two levels:
```java
for (ContentBlock block : response.content()) {
block.serverToolUse().ifPresent(stu -> {
System.out.println("tool: " + stu.name() + " input: " + stu._input());
});
block.codeExecutionToolResult().ifPresent(r -> {
r.content().resultBlock().ifPresent(result -> {
System.out.println("stdout: " + result.stdout());
System.out.println("stderr: " + result.stderr());
System.out.println("exit: " + result.returnCode());
});
});
}
```
---
## Files API (Beta)
Under `client.beta().files()`. File references in messages need the beta message types (non-beta `DocumentBlockParam.Source` has no file-ID variant).
```java
import com.anthropic.models.beta.files.FileUploadParams;
import com.anthropic.models.beta.files.FileMetadata;
import com.anthropic.models.beta.messages.BetaRequestDocumentBlock;
import java.nio.file.Paths;
FileMetadata meta = client.beta().files().upload(
FileUploadParams.builder()
.file(Paths.get("/path/to/doc.pdf")) // or .file(InputStream) or .file(byte[])
.build());
// Reference in a beta message:
BetaRequestDocumentBlock doc = BetaRequestDocumentBlock.builder()
.fileSource(meta.id())
.build();
```
Other methods: `.list()`, `.delete(String fileId)`, `.download(String fileId)`, `.retrieveMetadata(String fileId)`.
FILE:php/claude-api.md
# Claude API — PHP
> **Note:** The PHP SDK is the official Anthropic SDK for PHP. Tool runner and Agent SDK are not available. Bedrock, Vertex AI, and Foundry clients are supported.
## Installation
```bash
composer require "anthropic-ai/sdk"
```
## Client Initialization
```php
use Anthropic\Client;
// Using API key from environment variable
$client = new Client(apiKey: getenv("ANTHROPIC_API_KEY"));
```
### Amazon Bedrock
```php
use Anthropic\Bedrock;
// Constructor is private — use the static factory. Reads AWS credentials from env.
$client = Bedrock\Client::fromEnvironment(region: 'us-east-1');
```
### Google Vertex AI
```php
use Anthropic\Vertex;
// Constructor is private. Parameter is `location`, not `region`.
$client = Vertex\Client::fromEnvironment(
location: 'us-east5',
projectId: 'my-project-id',
);
```
### Anthropic Foundry
```php
use Anthropic\Foundry;
// Constructor is private. baseUrl or resource is required.
$client = Foundry\Client::withCredentials(
authToken: getenv('ANTHROPIC_FOUNDRY_AUTH_TOKEN'),
baseUrl: 'https://<resource>.services.ai.azure.com/anthropic',
);
```
---
## Basic Message Request
```php
$message = $client->messages->create(
model: 'claude-opus-4-6',
maxTokens: 16000,
messages: [
['role' => 'user', 'content' => 'What is the capital of France?'],
],
);
// content is an array of polymorphic blocks (TextBlock, ToolUseBlock,
// ThinkingBlock). Accessing ->text on content[0] without checking the block
// type will throw if the first block is not a TextBlock (e.g., when extended
// thinking is enabled and a ThinkingBlock comes first). Always guard:
foreach ($message->content as $block) {
if ($block->type === 'text') {
echo $block->text;
}
}
```
If you only want the first text block:
```php
foreach ($message->content as $block) {
if ($block->type === 'text') {
echo $block->text;
break;
}
}
```
---
## Streaming
> **Requires SDK v0.5.0+.** v0.4.0 and earlier used a single `$params` array; calling with named parameters throws `Unknown named parameter $model`. Upgrade: `composer require "anthropic-ai/sdk:^0.6"`
```php
use Anthropic\Messages\RawContentBlockDeltaEvent;
use Anthropic\Messages\TextDelta;
$stream = $client->messages->createStream(
model: 'claude-opus-4-6',
maxTokens: 64000,
messages: [
['role' => 'user', 'content' => 'Write a haiku'],
],
);
foreach ($stream as $event) {
if ($event instanceof RawContentBlockDeltaEvent && $event->delta instanceof TextDelta) {
echo $event->delta->text;
}
}
```
---
## Tool Use (Manual Loop)
Tools are passed as arrays. **The SDK uses camelCase keys** (`inputSchema`, `toolUseID`, `stopReason`) and auto-maps to the API's snake_case on the wire — since v0.5.0. See [shared tool use concepts](../shared/tool-use-concepts.md) for the loop pattern.
```php
use Anthropic\Messages\ToolUseBlock;
$tools = [
[
'name' => 'get_weather',
'description' => 'Get the current weather in a given location',
'inputSchema' => [ // camelCase, not input_schema
'type' => 'object',
'properties' => [
'location' => ['type' => 'string', 'description' => 'City and state'],
],
'required' => ['location'],
],
],
];
$messages = [['role' => 'user', 'content' => 'What is the weather in SF?']];
$response = $client->messages->create(
model: 'claude-opus-4-6',
maxTokens: 16000,
tools: $tools,
messages: $messages,
);
while ($response->stopReason === 'tool_use') { // camelCase property
$toolResults = [];
foreach ($response->content as $block) {
if ($block instanceof ToolUseBlock) {
// $block->name : string — tool name to dispatch on
// $block->input : array<string,mixed> — parsed JSON input
// $block->id : string — pass back as toolUseID
$result = executeYourTool($block->name, $block->input);
$toolResults[] = [
'type' => 'tool_result',
'toolUseID' => $block->id, // camelCase, not tool_use_id
'content' => $result,
];
}
}
// Append assistant turn + user turn with tool results
$messages[] = ['role' => 'assistant', 'content' => $response->content];
$messages[] = ['role' => 'user', 'content' => $toolResults];
$response = $client->messages->create(
model: 'claude-opus-4-6',
maxTokens: 16000,
tools: $tools,
messages: $messages,
);
}
// Final text response
foreach ($response->content as $block) {
if ($block->type === 'text') {
echo $block->text;
}
}
```
`$block->type === 'tool_use'` also works; `instanceof ToolUseBlock` narrows for PHPStan.
---
## Extended Thinking
**Adaptive thinking is the recommended mode for Claude 4.6+ models.** Claude decides dynamically when and how much to think.
```php
use Anthropic\Messages\ThinkingBlock;
$message = $client->messages->create(
model: 'claude-opus-4-6',
maxTokens: 16000,
thinking: ['type' => 'adaptive'],
messages: [
['role' => 'user', 'content' => 'Solve: 27 * 453'],
],
);
// ThinkingBlock(s) precede TextBlock in content
foreach ($message->content as $block) {
if ($block instanceof ThinkingBlock) {
echo "Thinking:\n{$block->thinking}\n\n";
// $block->signature is an opaque string — preserve verbatim if
// passing thinking blocks back in multi-turn conversations
} elseif ($block->type === 'text') {
echo "Answer: {$block->text}\n";
}
}
```
> **Deprecated:** `['type' => 'enabled', 'budgetTokens' => N]` (fixed-budget extended thinking) still works on Claude 4.6 but is deprecated. Use adaptive thinking above.
`$block->type === 'thinking'` also works for the check; `instanceof` narrows for PHPStan.
---
## Beta Features & Server-Side Tools
**`betas:` is NOT a param on `$client->messages->create()`** — it only exists on the beta namespace. Use it for features that need an explicit opt-in header:
```php
use Anthropic\Beta\Messages\BetaRequestMCPServerURLDefinition;
$response = $client->beta->messages->create(
model: 'claude-opus-4-6',
maxTokens: 16000,
mcpServers: [
BetaRequestMCPServerURLDefinition::with(
name: 'my-server',
url: 'https://example.com/mcp',
),
],
betas: ['mcp-client-2025-11-20'], // only valid on ->beta->messages
messages: [['role' => 'user', 'content' => 'Use the MCP tools']],
);
```
**Server-side tools** (bash, web_search, text_editor, code_execution) are GA and work on both paths — `Anthropic\Messages\ToolBash20250124` / `WebSearchTool20260209` / `ToolTextEditor20250728` / `CodeExecutionTool20260120` for non-beta, `Anthropic\Beta\Messages\BetaToolBash20250124` / `BetaWebSearchTool20260209` / `BetaToolTextEditor20250728` / `BetaCodeExecutionTool20260120` for beta. No `betas:` header needed for these.
FILE:python/agent-sdk/README.md
# Agent SDK — Python
The Claude Agent SDK provides a higher-level interface for building AI agents with built-in tools, safety features, and agentic capabilities.
## Installation
```bash
pip install claude-agent-sdk
```
---
## Quick Start
```python
import anyio
from claude_agent_sdk import query, ClaudeAgentOptions, ResultMessage
async def main():
async for message in query(
prompt="Explain this codebase",
options=ClaudeAgentOptions(allowed_tools=["Read", "Glob", "Grep"])
):
if isinstance(message, ResultMessage):
print(message.result)
anyio.run(main)
```
---
## Built-in Tools
| Tool | Description |
| --------- | ------------------------------------ |
| Read | Read files in the workspace |
| Write | Create new files |
| Edit | Make precise edits to existing files |
| Bash | Execute shell commands |
| Glob | Find files by pattern |
| Grep | Search files by content |
| WebSearch | Search the web for information |
| WebFetch | Fetch and analyze web pages |
| AskUserQuestion | Ask user clarifying questions |
| Agent | Spawn subagents |
---
## Primary Interfaces
### `query()` — Simple One-Shot Usage
The `query()` function is the simplest way to run an agent. It returns an async iterator of messages.
```python
from claude_agent_sdk import query, ClaudeAgentOptions, ResultMessage
async for message in query(
prompt="Explain this codebase",
options=ClaudeAgentOptions(allowed_tools=["Read", "Glob", "Grep"])
):
if isinstance(message, ResultMessage):
print(message.result)
```
### `ClaudeSDKClient` — Full Control
`ClaudeSDKClient` provides full control over the agent lifecycle. Use it when you need custom tools, hooks, streaming, or the ability to interrupt execution.
```python
import anyio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions, AssistantMessage, TextBlock
async def main():
options = ClaudeAgentOptions(allowed_tools=["Read", "Glob", "Grep"])
async with ClaudeSDKClient(options=options) as client:
await client.query("Explain this codebase")
async for message in client.receive_response():
if isinstance(message, AssistantMessage):
for block in message.content:
if isinstance(block, TextBlock):
print(block.text)
anyio.run(main)
```
`ClaudeSDKClient` supports:
- **Context manager** (`async with`) for automatic resource cleanup
- **`client.query(prompt)`** to send a prompt to the agent
- **`receive_response()`** for streaming messages until completion
- **`interrupt()`** to stop agent execution mid-task
- **Required for custom tools** (via SDK MCP servers)
---
## Permission System
```python
from claude_agent_sdk import query, ClaudeAgentOptions, ResultMessage
async for message in query(
prompt="Refactor the authentication module",
options=ClaudeAgentOptions(
allowed_tools=["Read", "Edit", "Write"],
permission_mode="acceptEdits" # Auto-accept file edits
)
):
if isinstance(message, ResultMessage):
print(message.result)
```
Permission modes:
- `"default"`: Prompt for dangerous operations
- `"plan"`: Planning only, no execution
- `"acceptEdits"`: Auto-accept file edits
- `"bypassPermissions"`: Skip all prompts (use with caution)
---
## MCP (Model Context Protocol) Support
```python
from claude_agent_sdk import query, ClaudeAgentOptions, ResultMessage
async for message in query(
prompt="Open example.com and describe what you see",
options=ClaudeAgentOptions(
mcp_servers={
"playwright": {"command": "npx", "args": ["@playwright/mcp@latest"]}
}
)
):
if isinstance(message, ResultMessage):
print(message.result)
```
---
## Hooks
Customize agent behavior with hooks using callback functions:
```python
from claude_agent_sdk import query, ClaudeAgentOptions, HookMatcher, ResultMessage
async def log_file_change(input_data, tool_use_id, context):
file_path = input_data.get('tool_input', {}).get('file_path', 'unknown')
print(f"Modified: {file_path}")
return {}
async for message in query(
prompt="Refactor utils.py",
options=ClaudeAgentOptions(
permission_mode="acceptEdits",
hooks={
"PostToolUse": [HookMatcher(matcher="Edit|Write", hooks=[log_file_change])]
}
)
):
if isinstance(message, ResultMessage):
print(message.result)
```
Hook callback inputs for tool-lifecycle events (`PreToolUse`, `PostToolUse`, `PostToolUseFailure`) include `agent_id` and `agent_type` fields, allowing hooks to identify which agent (main or subagent) triggered the tool call.
Available hook events: `PreToolUse`, `PostToolUse`, `PostToolUseFailure`, `UserPromptSubmit`, `Stop`, `SubagentStop`, `PreCompact`, `Notification`, `SubagentStart`, `PermissionRequest`
---
## Common Options
`query()` takes a top-level `prompt` (string) and an `options` object (`ClaudeAgentOptions`):
```python
async for message in query(prompt="...", options=ClaudeAgentOptions(...)):
```
| Option | Type | Description |
| ----------------------------------- | ------ | -------------------------------------------------------------------------- |
| `cwd` | string | Working directory for file operations |
| `allowed_tools` | list | Tools the agent can use (e.g., `["Read", "Edit", "Bash"]`) |
| `tools` | list | Built-in tools to make available (restricts the default set) |
| `disallowed_tools` | list | Tools to explicitly disallow |
| `permission_mode` | string | How to handle permission prompts |
| `mcp_servers` | dict | MCP servers to connect to |
| `hooks` | dict | Hooks for customizing behavior |
| `system_prompt` | string | Custom system prompt |
| `max_turns` | int | Maximum agent turns before stopping |
| `max_budget_usd` | float | Maximum budget in USD for the query |
| `model` | string | Model ID (default: determined by CLI) |
| `agents` | dict | Subagent definitions (`dict[str, AgentDefinition]`) |
| `output_format` | dict | Structured output schema |
| `thinking` | dict | Thinking/reasoning control |
| `betas` | list | Beta features to enable (e.g., `["context-1m-2025-08-07"]`) |
| `setting_sources` | list | Settings to load (e.g., `["project"]`). Default: none (no CLAUDE.md files) |
| `env` | dict | Environment variables to set for the session |
---
## Message Types
```python
from claude_agent_sdk import query, ClaudeAgentOptions, ResultMessage, SystemMessage
async for message in query(
prompt="Find TODO comments",
options=ClaudeAgentOptions(allowed_tools=["Read", "Glob", "Grep"])
):
if isinstance(message, ResultMessage):
print(message.result)
print(f"Stop reason: {message.stop_reason}") # e.g., "end_turn", "max_turns"
elif isinstance(message, SystemMessage) and message.subtype == "init":
session_id = message.data.get("session_id") # Capture for resuming later
```
Typed task message subclasses are available for better type safety when handling subagent task events:
- `TaskStartedMessage` — emitted when a subagent task is registered
- `TaskProgressMessage` — real-time progress updates with cumulative usage metrics
- `TaskNotificationMessage` — task completion notifications
`RateLimitEvent` is emitted when the rate limit status transitions (e.g., from `allowed` to `allowed_warning` or `rejected`). Use it to warn users or back off gracefully:
```python
from claude_agent_sdk import query, ClaudeAgentOptions, RateLimitEvent
async for message in query(prompt="...", options=ClaudeAgentOptions()):
if isinstance(message, RateLimitEvent):
print(f"Rate limit status: {message.rate_limit_info.status}")
if message.rate_limit_info.resets_at:
print(f"Resets at: {message.rate_limit_info.resets_at}")
```
---
## Subagents
```python
from claude_agent_sdk import query, ClaudeAgentOptions, AgentDefinition, ResultMessage
async for message in query(
prompt="Use the code-reviewer agent to review this codebase",
options=ClaudeAgentOptions(
allowed_tools=["Read", "Glob", "Grep", "Agent"],
agents={
"code-reviewer": AgentDefinition(
description="Expert code reviewer for quality and security reviews.",
prompt="Analyze code quality and suggest improvements.",
tools=["Read", "Glob", "Grep"]
)
}
)
):
if isinstance(message, ResultMessage):
print(message.result)
```
---
## Error Handling
```python
from claude_agent_sdk import query, ClaudeAgentOptions, CLINotFoundError, CLIConnectionError, ResultMessage
try:
async for message in query(
prompt="...",
options=ClaudeAgentOptions(allowed_tools=["Read"])
):
if isinstance(message, ResultMessage):
print(message.result)
except CLINotFoundError:
print("Claude Code CLI not found. Install with: pip install claude-agent-sdk")
except CLIConnectionError as e:
print(f"Connection error: {e}")
```
---
## Session History
Retrieve past session data with top-level functions:
```python
from claude_agent_sdk import list_sessions, get_session_messages
# List all past sessions (sync function — no await)
sessions = list_sessions()
for session in sessions:
print(f"{session.session_id}: {session.cwd}")
# Get messages from a specific session (sync function — no await)
messages = get_session_messages(session_id="...")
for msg in messages:
print(msg)
```
### Session Mutations
Rename or tag sessions (sync functions — no await):
```python
from claude_agent_sdk import rename_session, tag_session
# Rename a session
rename_session(session_id="...", title="My refactoring session")
# Tag a session (tags are Unicode-sanitized automatically)
tag_session(session_id="...", tag="experiment")
# Clear a tag
tag_session(session_id="...", tag=None)
# Optionally scope to a specific project directory
rename_session(session_id="...", title="New title", directory="/path/to/project")
```
---
## MCP Server Management
Manage MCP servers at runtime using `ClaudeSDKClient`:
```python
async with ClaudeSDKClient(options=options) as client:
# Reconnect a disconnected MCP server
await client.reconnect_mcp_server("my-server")
# Toggle an MCP server on/off
await client.toggle_mcp_server("my-server", enabled=False)
# Get status of all MCP servers
status = await client.get_mcp_status() # returns McpStatusResponse
```
---
## Best Practices
1. **Always specify allowed_tools** — Explicitly list which tools the agent can use
2. **Set working directory** — Always specify `cwd` for file operations
3. **Use appropriate permission modes** — Start with `"default"` and only escalate when needed
4. **Handle all message types** — Check for `ResultMessage` to get agent output
5. **Limit max_turns** — Prevent runaway agents with reasonable limits
FILE:python/agent-sdk/patterns.md
# Agent SDK Patterns — Python
## Basic Agent
```python
import anyio
from claude_agent_sdk import query, ClaudeAgentOptions, ResultMessage
async def main():
async for message in query(
prompt="Explain what this repository does",
options=ClaudeAgentOptions(
cwd="/path/to/project",
allowed_tools=["Read", "Glob", "Grep"]
)
):
if isinstance(message, ResultMessage):
print(message.result)
anyio.run(main)
```
---
## Custom Tools
Custom tools require an MCP server. Use `ClaudeSDKClient` for full control (custom SDK MCP tools require `ClaudeSDKClient` — `query()` only supports external stdio/http MCP servers).
```python
import anyio
from claude_agent_sdk import (
tool,
create_sdk_mcp_server,
ClaudeSDKClient,
ClaudeAgentOptions,
AssistantMessage,
TextBlock,
)
@tool("get_weather", "Get the current weather for a location", {"location": str})
async def get_weather(args):
location = args["location"]
return {"content": [{"type": "text", "text": f"The weather in {location} is sunny and 72°F."}]}
server = create_sdk_mcp_server("weather-tools", tools=[get_weather])
async def main():
options = ClaudeAgentOptions(mcp_servers={"weather": server})
async with ClaudeSDKClient(options=options) as client:
await client.query("What's the weather in Paris?")
async for message in client.receive_response():
if isinstance(message, AssistantMessage):
for block in message.content:
if isinstance(block, TextBlock):
print(block.text)
anyio.run(main)
```
---
## Hooks
### After Tool Use Hook
Log file changes after any edit:
```python
import anyio
from datetime import datetime
from claude_agent_sdk import query, ClaudeAgentOptions, HookMatcher, ResultMessage
async def log_file_change(input_data, tool_use_id, context):
file_path = input_data.get('tool_input', {}).get('file_path', 'unknown')
with open('./audit.log', 'a') as f:
f.write(f"{datetime.now()}: modified {file_path}\n")
return {}
async def main():
async for message in query(
prompt="Refactor utils.py to improve readability",
options=ClaudeAgentOptions(
allowed_tools=["Read", "Edit", "Write"],
permission_mode="acceptEdits",
hooks={
"PostToolUse": [HookMatcher(matcher="Edit|Write", hooks=[log_file_change])]
}
)
):
if isinstance(message, ResultMessage):
print(message.result)
anyio.run(main)
```
---
## Subagents
```python
import anyio
from claude_agent_sdk import query, ClaudeAgentOptions, AgentDefinition, ResultMessage
async def main():
async for message in query(
prompt="Use the code-reviewer agent to review this codebase",
options=ClaudeAgentOptions(
allowed_tools=["Read", "Glob", "Grep", "Agent"],
agents={
"code-reviewer": AgentDefinition(
description="Expert code reviewer for quality and security reviews.",
prompt="Analyze code quality and suggest improvements.",
tools=["Read", "Glob", "Grep"]
)
}
)
):
if isinstance(message, ResultMessage):
print(message.result)
anyio.run(main)
```
---
## MCP Server Integration
### Browser Automation (Playwright)
```python
import anyio
from claude_agent_sdk import query, ClaudeAgentOptions, ResultMessage
async def main():
async for message in query(
prompt="Open example.com and describe what you see",
options=ClaudeAgentOptions(
mcp_servers={
"playwright": {"command": "npx", "args": ["@playwright/mcp@latest"]}
}
)
):
if isinstance(message, ResultMessage):
print(message.result)
anyio.run(main)
```
### Database Access (PostgreSQL)
```python
import os
import anyio
from claude_agent_sdk import query, ClaudeAgentOptions, ResultMessage
async def main():
async for message in query(
prompt="Show me the top 10 users by order count",
options=ClaudeAgentOptions(
mcp_servers={
"postgres": {
"command": "npx",
"args": ["-y", "@modelcontextprotocol/server-postgres"],
"env": {"DATABASE_URL": os.environ["DATABASE_URL"]}
}
}
)
):
if isinstance(message, ResultMessage):
print(message.result)
anyio.run(main)
```
---
## Permission Modes
```python
import anyio
from claude_agent_sdk import query, ClaudeAgentOptions
async def main():
# Default: prompt for dangerous operations
async for message in query(
prompt="Delete all test files",
options=ClaudeAgentOptions(
allowed_tools=["Bash"],
permission_mode="default" # Will prompt before deleting
)
):
pass
# Plan: agent creates a plan before making changes
async for message in query(
prompt="Refactor the auth system",
options=ClaudeAgentOptions(
allowed_tools=["Read", "Edit"],
permission_mode="plan"
)
):
pass
# Accept edits: auto-accept file edits
async for message in query(
prompt="Refactor this module",
options=ClaudeAgentOptions(
allowed_tools=["Read", "Edit"],
permission_mode="acceptEdits"
)
):
pass
# Bypass: skip all prompts (use with caution)
async for message in query(
prompt="Set up the development environment",
options=ClaudeAgentOptions(
allowed_tools=["Bash", "Write"],
permission_mode="bypassPermissions"
)
):
pass
anyio.run(main)
```
---
## Error Recovery
```python
import anyio
from claude_agent_sdk import (
query,
ClaudeAgentOptions,
CLINotFoundError,
CLIConnectionError,
ProcessError,
ResultMessage,
)
async def run_with_recovery():
try:
async for message in query(
prompt="Fix the failing tests",
options=ClaudeAgentOptions(
allowed_tools=["Read", "Edit", "Bash"],
max_turns=10
)
):
if isinstance(message, ResultMessage):
print(message.result)
except CLINotFoundError:
print("Claude Code CLI not found. Install with: pip install claude-agent-sdk")
except CLIConnectionError as e:
print(f"Connection error: {e}")
except ProcessError as e:
print(f"Process error: {e}")
anyio.run(run_with_recovery)
```
---
## Session Resumption
```python
import anyio
from claude_agent_sdk import query, ClaudeAgentOptions, ResultMessage, SystemMessage
async def main():
session_id = None
# First query: capture the session ID
async for message in query(
prompt="Read the authentication module",
options=ClaudeAgentOptions(allowed_tools=["Read", "Glob"])
):
if isinstance(message, SystemMessage) and message.subtype == "init":
session_id = message.data.get("session_id")
# Resume with full context from the first query
async for message in query(
prompt="Now find all places that call it", # "it" = auth module
options=ClaudeAgentOptions(resume=session_id)
):
if isinstance(message, ResultMessage):
print(message.result)
anyio.run(main)
```
---
## Session History
```python
from claude_agent_sdk import list_sessions, get_session_messages
# List past sessions (sync function — no await)
sessions = list_sessions()
for session in sessions:
print(f"Session {session.session_id} in {session.cwd}")
# Retrieve messages from the most recent session (sync function — no await)
if sessions:
messages = get_session_messages(session_id=sessions[0].session_id)
for msg in messages:
print(msg)
```
---
## Session Mutations
```python
from claude_agent_sdk import rename_session, tag_session
session_id = "your-session-id"
# Rename a session
rename_session(session_id=session_id, title="Refactoring auth module")
# Tag a session for filtering
tag_session(session_id=session_id, tag="experiment-v2")
# Clear a tag
tag_session(session_id=session_id, tag=None)
# Scope to a specific project directory
rename_session(session_id=session_id, title="New title", directory="/path/to/project")
```
---
## Custom System Prompt
```python
import anyio
from claude_agent_sdk import query, ClaudeAgentOptions, ResultMessage
async def main():
async for message in query(
prompt="Review this code",
options=ClaudeAgentOptions(
allowed_tools=["Read", "Glob", "Grep"],
system_prompt="""You are a senior code reviewer focused on:
1. Security vulnerabilities
2. Performance issues
3. Code maintainability
Always provide specific line numbers and suggestions for improvement."""
)
):
if isinstance(message, ResultMessage):
print(message.result)
anyio.run(main)
```
FILE:python/claude-api/README.md
# Claude API — Python
## Installation
```bash
pip install anthropic
```
## Client Initialization
```python
import anthropic
# Default (uses ANTHROPIC_API_KEY env var)
client = anthropic.Anthropic()
# Explicit API key
client = anthropic.Anthropic(api_key="your-api-key")
# Async client
async_client = anthropic.AsyncAnthropic()
```
---
## Basic Message Request
```python
response = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
messages=[
{"role": "user", "content": "What is the capital of France?"}
]
)
# response.content is a list of content block objects (TextBlock, ThinkingBlock,
# ToolUseBlock, ...). Check .type before accessing .text.
for block in response.content:
if block.type == "text":
print(block.text)
```
---
## System Prompts
```python
response = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
system="You are a helpful coding assistant. Always provide examples in Python.",
messages=[{"role": "user", "content": "How do I read a JSON file?"}]
)
```
---
## Vision (Images)
### Base64
```python
import base64
with open("image.png", "rb") as f:
image_data = base64.standard_b64encode(f.read()).decode("utf-8")
response = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
messages=[{
"role": "user",
"content": [
{
"type": "image",
"source": {
"type": "base64",
"media_type": "image/png",
"data": image_data
}
},
{"type": "text", "text": "What's in this image?"}
]
}]
)
```
### URL
```python
response = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
messages=[{
"role": "user",
"content": [
{
"type": "image",
"source": {
"type": "url",
"url": "https://example.com/image.png"
}
},
{"type": "text", "text": "Describe this image"}
]
}]
)
```
---
## Prompt Caching
Cache large context to reduce costs (up to 90% savings).
### Automatic Caching (Recommended)
Use top-level `cache_control` to automatically cache the last cacheable block in the request — no need to annotate individual content blocks:
```python
response = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
cache_control={"type": "ephemeral"}, # auto-caches the last cacheable block
system="You are an expert on this large document...",
messages=[{"role": "user", "content": "Summarize the key points"}]
)
```
### Manual Cache Control
For fine-grained control, add `cache_control` to specific content blocks:
```python
response = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
system=[{
"type": "text",
"text": "You are an expert on this large document...",
"cache_control": {"type": "ephemeral"} # default TTL is 5 minutes
}],
messages=[{"role": "user", "content": "Summarize the key points"}]
)
# With explicit TTL (time-to-live)
response = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
system=[{
"type": "text",
"text": "You are an expert on this large document...",
"cache_control": {"type": "ephemeral", "ttl": "1h"} # 1 hour TTL
}],
messages=[{"role": "user", "content": "Summarize the key points"}]
)
```
---
## Extended Thinking
> **Opus 4.6 and Sonnet 4.6:** Use adaptive thinking. `budget_tokens` is deprecated on both Opus 4.6 and Sonnet 4.6.
> **Older models:** Use `thinking: {type: "enabled", budget_tokens: N}` (must be < `max_tokens`, min 1024).
```python
# Opus 4.6: adaptive thinking (recommended)
response = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
thinking={"type": "adaptive"},
output_config={"effort": "high"}, # low | medium | high | max
messages=[{"role": "user", "content": "Solve this step by step..."}]
)
# Access thinking and response
for block in response.content:
if block.type == "thinking":
print(f"Thinking: {block.thinking}")
elif block.type == "text":
print(f"Response: {block.text}")
```
---
## Error Handling
```python
import anthropic
try:
response = client.messages.create(...)
except anthropic.BadRequestError as e:
print(f"Bad request: {e.message}")
except anthropic.AuthenticationError:
print("Invalid API key")
except anthropic.PermissionDeniedError:
print("API key lacks required permissions")
except anthropic.NotFoundError:
print("Invalid model or endpoint")
except anthropic.RateLimitError as e:
retry_after = int(e.response.headers.get("retry-after", "60"))
print(f"Rate limited. Retry after {retry_after}s.")
except anthropic.APIStatusError as e:
if e.status_code >= 500:
print(f"Server error ({e.status_code}). Retry later.")
else:
print(f"API error: {e.message}")
except anthropic.APIConnectionError:
print("Network error. Check internet connection.")
```
---
## Multi-Turn Conversations
The API is stateless — send the full conversation history each time.
```python
class ConversationManager:
"""Manage multi-turn conversations with the Claude API."""
def __init__(self, client: anthropic.Anthropic, model: str, system: str = None):
self.client = client
self.model = model
self.system = system
self.messages = []
def send(self, user_message: str, **kwargs) -> str:
"""Send a message and get a response."""
self.messages.append({"role": "user", "content": user_message})
response = self.client.messages.create(
model=self.model,
max_tokens=kwargs.get("max_tokens", 16000),
system=self.system,
messages=self.messages,
**kwargs
)
assistant_message = next(
(b.text for b in response.content if b.type == "text"), ""
)
self.messages.append({"role": "assistant", "content": assistant_message})
return assistant_message
# Usage
conversation = ConversationManager(
client=anthropic.Anthropic(),
model="claude-opus-4-6",
system="You are a helpful assistant."
)
response1 = conversation.send("My name is Alice.")
response2 = conversation.send("What's my name?") # Claude remembers "Alice"
```
**Rules:**
- Messages must alternate between `user` and `assistant`
- First message must be `user`
---
### Compaction (long conversations)
> **Beta, Opus 4.6 and Sonnet 4.6.** When conversations approach the 200K context window, compaction automatically summarizes earlier context server-side. The API returns a `compaction` block; you must pass it back on subsequent requests — append `response.content`, not just the text.
```python
import anthropic
client = anthropic.Anthropic()
messages = []
def chat(user_message: str) -> str:
messages.append({"role": "user", "content": user_message})
response = client.beta.messages.create(
betas=["compact-2026-01-12"],
model="claude-opus-4-6",
max_tokens=16000,
messages=messages,
context_management={
"edits": [{"type": "compact_20260112"}]
}
)
# Append full content — compaction blocks must be preserved
messages.append({"role": "assistant", "content": response.content})
return next(block.text for block in response.content if block.type == "text")
# Compaction triggers automatically when context grows large
print(chat("Help me build a Python web scraper"))
print(chat("Add support for JavaScript-rendered pages"))
print(chat("Now add rate limiting and error handling"))
```
---
## Stop Reasons
The `stop_reason` field in the response indicates why the model stopped generating:
| Value | Meaning |
|-------|---------|
| `end_turn` | Claude finished its response naturally |
| `max_tokens` | Hit the `max_tokens` limit — increase it or use streaming |
| `stop_sequence` | Hit a custom stop sequence |
| `tool_use` | Claude wants to call a tool — execute it and continue |
| `pause_turn` | Model paused and can be resumed (agentic flows) |
| `refusal` | Claude refused for safety reasons — output may not match your schema |
---
## Cost Optimization Strategies
### 1. Use Prompt Caching for Repeated Context
```python
# Automatic caching (simplest — caches the last cacheable block)
response = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
cache_control={"type": "ephemeral"},
system=large_document_text, # e.g., 50KB of context
messages=[{"role": "user", "content": "Summarize the key points"}]
)
# First request: full cost
# Subsequent requests: ~90% cheaper for cached portion
```
### 2. Choose the Right Model
```python
# Default to Opus for most tasks
response = client.messages.create(
model="claude-opus-4-6", # $5.00/$25.00 per 1M tokens
max_tokens=16000,
messages=[{"role": "user", "content": "Explain quantum computing"}]
)
# Use Sonnet for high-volume production workloads
standard_response = client.messages.create(
model="claude-sonnet-4-6", # $3.00/$15.00 per 1M tokens
max_tokens=16000,
messages=[{"role": "user", "content": "Summarize this document"}]
)
# Use Haiku only for simple, speed-critical tasks
simple_response = client.messages.create(
model="claude-haiku-4-5", # $1.00/$5.00 per 1M tokens
max_tokens=256,
messages=[{"role": "user", "content": "Classify this as positive or negative"}]
)
```
### 3. Use Token Counting Before Requests
```python
count_response = client.messages.count_tokens(
model="claude-opus-4-6",
messages=messages,
system=system
)
estimated_input_cost = count_response.input_tokens * 0.000005 # $5/1M tokens
print(f"Estimated input cost: .4f")
```
---
## Retry with Exponential Backoff
> **Note:** The Anthropic SDK automatically retries rate limit (429) and server errors (5xx) with exponential backoff. You can configure this with `max_retries` (default: 2). Only implement custom retry logic if you need behavior beyond what the SDK provides.
```python
import time
import random
import anthropic
def call_with_retry(
client: anthropic.Anthropic,
max_retries: int = 5,
base_delay: float = 1.0,
max_delay: float = 60.0,
**kwargs
):
"""Call the API with exponential backoff retry."""
last_exception = None
for attempt in range(max_retries):
try:
return client.messages.create(**kwargs)
except anthropic.RateLimitError as e:
last_exception = e
except anthropic.APIStatusError as e:
if e.status_code >= 500:
last_exception = e
else:
raise # Client errors (4xx except 429) should not be retried
delay = min(base_delay * (2 ** attempt) + random.uniform(0, 1), max_delay)
print(f"Retry {attempt + 1}/{max_retries} after {delay:.1f}s")
time.sleep(delay)
raise last_exception
```
FILE:python/claude-api/batches.md
# Message Batches API — Python
The Batches API (`POST /v1/messages/batches`) processes Messages API requests asynchronously at 50% of standard prices.
## Key Facts
- Up to 100,000 requests or 256 MB per batch
- Most batches complete within 1 hour; maximum 24 hours
- Results available for 29 days after creation
- 50% cost reduction on all token usage
- All Messages API features supported (vision, tools, caching, etc.)
---
## Create a Batch
```python
import anthropic
from anthropic.types.message_create_params import MessageCreateParamsNonStreaming
from anthropic.types.messages.batch_create_params import Request
client = anthropic.Anthropic()
message_batch = client.messages.batches.create(
requests=[
Request(
custom_id="request-1",
params=MessageCreateParamsNonStreaming(
model="claude-opus-4-6",
max_tokens=16000,
messages=[{"role": "user", "content": "Summarize climate change impacts"}]
)
),
Request(
custom_id="request-2",
params=MessageCreateParamsNonStreaming(
model="claude-opus-4-6",
max_tokens=16000,
messages=[{"role": "user", "content": "Explain quantum computing basics"}]
)
),
]
)
print(f"Batch ID: {message_batch.id}")
print(f"Status: {message_batch.processing_status}")
```
---
## Poll for Completion
```python
import time
while True:
batch = client.messages.batches.retrieve(message_batch.id)
if batch.processing_status == "ended":
break
print(f"Status: {batch.processing_status}, processing: {batch.request_counts.processing}")
time.sleep(60)
print("Batch complete!")
print(f"Succeeded: {batch.request_counts.succeeded}")
print(f"Errored: {batch.request_counts.errored}")
```
---
## Retrieve Results
> **Note:** Examples below use `match/case` syntax, requiring Python 3.10+. For earlier versions, use `if/elif` chains instead.
```python
for result in client.messages.batches.results(message_batch.id):
match result.result.type:
case "succeeded":
msg = result.result.message
text = next((b.text for b in msg.content if b.type == "text"), "")
print(f"[{result.custom_id}] {text[:100]}")
case "errored":
if result.result.error.type == "invalid_request":
print(f"[{result.custom_id}] Validation error - fix request and retry")
else:
print(f"[{result.custom_id}] Server error - safe to retry")
case "canceled":
print(f"[{result.custom_id}] Canceled")
case "expired":
print(f"[{result.custom_id}] Expired - resubmit")
```
---
## Cancel a Batch
```python
cancelled = client.messages.batches.cancel(message_batch.id)
print(f"Status: {cancelled.processing_status}") # "canceling"
```
---
## Batch with Prompt Caching
```python
shared_system = [
{"type": "text", "text": "You are a literary analyst."},
{
"type": "text",
"text": large_document_text, # Shared across all requests
"cache_control": {"type": "ephemeral"}
}
]
message_batch = client.messages.batches.create(
requests=[
Request(
custom_id=f"analysis-{i}",
params=MessageCreateParamsNonStreaming(
model="claude-opus-4-6",
max_tokens=16000,
system=shared_system,
messages=[{"role": "user", "content": question}]
)
)
for i, question in enumerate(questions)
]
)
```
---
## Full End-to-End Example
```python
import anthropic
import time
from anthropic.types.message_create_params import MessageCreateParamsNonStreaming
from anthropic.types.messages.batch_create_params import Request
client = anthropic.Anthropic()
# 1. Prepare requests
items_to_classify = [
"The product quality is excellent!",
"Terrible customer service, never again.",
"It's okay, nothing special.",
]
requests = [
Request(
custom_id=f"classify-{i}",
params=MessageCreateParamsNonStreaming(
model="claude-haiku-4-5",
max_tokens=50,
messages=[{
"role": "user",
"content": f"Classify as positive/negative/neutral (one word): {text}"
}]
)
)
for i, text in enumerate(items_to_classify)
]
# 2. Create batch
batch = client.messages.batches.create(requests=requests)
print(f"Created batch: {batch.id}")
# 3. Wait for completion
while True:
batch = client.messages.batches.retrieve(batch.id)
if batch.processing_status == "ended":
break
time.sleep(10)
# 4. Collect results
results = {}
for result in client.messages.batches.results(batch.id):
if result.result.type == "succeeded":
msg = result.result.message
results[result.custom_id] = next((b.text for b in msg.content if b.type == "text"), "")
for custom_id, classification in sorted(results.items()):
print(f"{custom_id}: {classification}")
```
FILE:python/claude-api/files-api.md
# Files API — Python
The Files API uploads files for use in Messages API requests. Reference files via `file_id` in content blocks, avoiding re-uploads across multiple API calls.
**Beta:** Pass `betas=["files-api-2025-04-14"]` in your API calls (the SDK sets the required header automatically).
## Key Facts
- Maximum file size: 500 MB
- Total storage: 100 GB per organization
- Files persist until deleted
- File operations (upload, list, delete) are free; content used in messages is billed as input tokens
- Not available on Amazon Bedrock or Google Vertex AI
---
## Upload a File
```python
import anthropic
client = anthropic.Anthropic()
uploaded = client.beta.files.upload(
file=("report.pdf", open("report.pdf", "rb"), "application/pdf"),
)
print(f"File ID: {uploaded.id}")
print(f"Size: {uploaded.size_bytes} bytes")
```
---
## Use a File in Messages
### PDF / Text Document
```python
response = client.beta.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
messages=[{
"role": "user",
"content": [
{"type": "text", "text": "Summarize the key findings in this report."},
{
"type": "document",
"source": {"type": "file", "file_id": uploaded.id},
"title": "Q4 Report", # optional
"citations": {"enabled": True} # optional, enables citations
}
]
}],
betas=["files-api-2025-04-14"],
)
for block in response.content:
if block.type == "text":
print(block.text)
```
### Image
```python
image_file = client.beta.files.upload(
file=("photo.png", open("photo.png", "rb"), "image/png"),
)
response = client.beta.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
messages=[{
"role": "user",
"content": [
{"type": "text", "text": "What's in this image?"},
{
"type": "image",
"source": {"type": "file", "file_id": image_file.id}
}
]
}],
betas=["files-api-2025-04-14"],
)
```
---
## Manage Files
### List Files
```python
files = client.beta.files.list()
for f in files.data:
print(f"{f.id}: {f.filename} ({f.size_bytes} bytes)")
```
### Get File Metadata
```python
file_info = client.beta.files.retrieve_metadata("file_011CNha8iCJcU1wXNR6q4V8w")
print(f"Filename: {file_info.filename}")
print(f"MIME type: {file_info.mime_type}")
```
### Delete a File
```python
client.beta.files.delete("file_011CNha8iCJcU1wXNR6q4V8w")
```
### Download a File
Only files created by the code execution tool or skills can be downloaded (not user-uploaded files).
```python
file_content = client.beta.files.download("file_011CNha8iCJcU1wXNR6q4V8w")
file_content.write_to_file("output.txt")
```
---
## Full End-to-End Example
Upload a document once, ask multiple questions about it:
```python
import anthropic
client = anthropic.Anthropic()
# 1. Upload once
uploaded = client.beta.files.upload(
file=("contract.pdf", open("contract.pdf", "rb"), "application/pdf"),
)
print(f"Uploaded: {uploaded.id}")
# 2. Ask multiple questions using the same file_id
questions = [
"What are the key terms and conditions?",
"What is the termination clause?",
"Summarize the payment schedule.",
]
for question in questions:
response = client.beta.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
messages=[{
"role": "user",
"content": [
{"type": "text", "text": question},
{
"type": "document",
"source": {"type": "file", "file_id": uploaded.id}
}
]
}],
betas=["files-api-2025-04-14"],
)
print(f"\nQ: {question}")
text = next((b.text for b in response.content if b.type == "text"), "")
print(f"A: {text[:200]}")
# 3. Clean up when done
client.beta.files.delete(uploaded.id)
```
FILE:python/claude-api/streaming.md
# Streaming — Python
## Quick Start
```python
with client.messages.stream(
model="claude-opus-4-6",
max_tokens=64000,
messages=[{"role": "user", "content": "Write a story"}]
) as stream:
for text in stream.text_stream:
print(text, end="", flush=True)
```
### Async
```python
async with async_client.messages.stream(
model="claude-opus-4-6",
max_tokens=64000,
messages=[{"role": "user", "content": "Write a story"}]
) as stream:
async for text in stream.text_stream:
print(text, end="", flush=True)
```
---
## Handling Different Content Types
Claude may return text, thinking blocks, or tool use. Handle each appropriately:
> **Opus 4.6:** Use `thinking: {type: "adaptive"}`. On older models, use `thinking: {type: "enabled", budget_tokens: N}` instead.
```python
with client.messages.stream(
model="claude-opus-4-6",
max_tokens=64000,
thinking={"type": "adaptive"},
messages=[{"role": "user", "content": "Analyze this problem"}]
) as stream:
for event in stream:
if event.type == "content_block_start":
if event.content_block.type == "thinking":
print("\n[Thinking...]")
elif event.content_block.type == "text":
print("\n[Response:]")
elif event.type == "content_block_delta":
if event.delta.type == "thinking_delta":
print(event.delta.thinking, end="", flush=True)
elif event.delta.type == "text_delta":
print(event.delta.text, end="", flush=True)
```
---
## Streaming with Tool Use
The Python tool runner currently returns complete messages. Use streaming for individual API calls within a manual loop if you need per-token streaming with tools:
```python
with client.messages.stream(
model="claude-opus-4-6",
max_tokens=64000,
tools=tools,
messages=messages
) as stream:
for text in stream.text_stream:
print(text, end="", flush=True)
response = stream.get_final_message()
# Continue with tool execution if response.stop_reason == "tool_use"
```
---
## Getting the Final Message
```python
with client.messages.stream(
model="claude-opus-4-6",
max_tokens=64000,
messages=[{"role": "user", "content": "Hello"}]
) as stream:
for text in stream.text_stream:
print(text, end="", flush=True)
# Get full message after streaming
final_message = stream.get_final_message()
print(f"\n\nTokens used: {final_message.usage.output_tokens}")
```
---
## Streaming with Progress Updates
```python
def stream_with_progress(client, **kwargs):
"""Stream a response with progress updates."""
total_tokens = 0
content_parts = []
with client.messages.stream(**kwargs) as stream:
for event in stream:
if event.type == "content_block_delta":
if event.delta.type == "text_delta":
text = event.delta.text
content_parts.append(text)
print(text, end="", flush=True)
elif event.type == "message_delta":
if event.usage and event.usage.output_tokens is not None:
total_tokens = event.usage.output_tokens
final_message = stream.get_final_message()
print(f"\n\n[Tokens used: {total_tokens}]")
return "".join(content_parts)
```
---
## Error Handling in Streams
```python
try:
with client.messages.stream(
model="claude-opus-4-6",
max_tokens=64000,
messages=[{"role": "user", "content": "Write a story"}]
) as stream:
for text in stream.text_stream:
print(text, end="", flush=True)
except anthropic.APIConnectionError:
print("\nConnection lost. Please retry.")
except anthropic.RateLimitError:
print("\nRate limited. Please wait and retry.")
except anthropic.APIStatusError as e:
print(f"\nAPI error: {e.status_code}")
```
---
## Stream Event Types
| Event Type | Description | When it fires |
| --------------------- | --------------------------- | --------------------------------- |
| `message_start` | Contains message metadata | Once at the beginning |
| `content_block_start` | New content block beginning | When a text/tool_use block starts |
| `content_block_delta` | Incremental content update | For each token/chunk |
| `content_block_stop` | Content block complete | When a block finishes |
| `message_delta` | Message-level updates | Contains `stop_reason`, usage |
| `message_stop` | Message complete | Once at the end |
## Best Practices
1. **Always flush output** — Use `flush=True` to show tokens immediately
2. **Handle partial responses** — If the stream is interrupted, you may have incomplete content
3. **Track token usage** — The `message_delta` event contains usage information
4. **Use timeouts** — Set appropriate timeouts for your application
5. **Default to streaming** — Use `.get_final_message()` to get the complete response even when streaming, giving you timeout protection without needing to handle individual events
FILE:python/claude-api/tool-use.md
# Tool Use — Python
For conceptual overview (tool definitions, tool choice, tips), see [shared/tool-use-concepts.md](../../shared/tool-use-concepts.md).
## Tool Runner (Recommended)
**Beta:** The tool runner is in beta in the Python SDK.
Use the `@beta_tool` decorator to define tools as typed functions, then pass them to `client.beta.messages.tool_runner()`:
```python
import anthropic
from anthropic import beta_tool
client = anthropic.Anthropic()
@beta_tool
def get_weather(location: str, unit: str = "celsius") -> str:
"""Get current weather for a location.
Args:
location: City and state, e.g., San Francisco, CA.
unit: Temperature unit, either "celsius" or "fahrenheit".
"""
# Your implementation here
return f"72°F and sunny in {location}"
# The tool runner handles the agentic loop automatically
runner = client.beta.messages.tool_runner(
model="claude-opus-4-6",
max_tokens=16000,
tools=[get_weather],
messages=[{"role": "user", "content": "What's the weather in Paris?"}],
)
# Each iteration yields a BetaMessage; iteration stops when Claude is done
for message in runner:
print(message)
```
For async usage, use `@beta_async_tool` with `async def` functions.
**Key benefits of the tool runner:**
- No manual loop — the SDK handles calling tools and feeding results back
- Type-safe tool inputs via decorators
- Tool schemas are generated automatically from function signatures
- Iteration stops automatically when Claude has no more tool calls
---
## MCP Tool Conversion Helpers
**Beta.** Convert [MCP (Model Context Protocol)](https://modelcontextprotocol.io/) tools, prompts, and resources to Anthropic API types for use with the tool runner. Requires `pip install anthropic[mcp]` (Python 3.10+).
> **Note:** The Claude API also supports an `mcp_servers` parameter that lets Claude connect directly to remote MCP servers. Use these helpers instead when you need local MCP servers, prompts, resources, or more control over the MCP connection.
### MCP Tools with Tool Runner
```python
from anthropic import AsyncAnthropic
from anthropic.lib.tools.mcp import async_mcp_tool
from mcp import ClientSession
from mcp.client.stdio import stdio_client, StdioServerParameters
client = AsyncAnthropic()
async with stdio_client(StdioServerParameters(command="mcp-server")) as (read, write):
async with ClientSession(read, write) as mcp_client:
await mcp_client.initialize()
tools_result = await mcp_client.list_tools()
# tool_runner is sync — returns the runner, not a coroutine
runner = client.beta.messages.tool_runner(
model="claude-opus-4-6",
max_tokens=16000,
messages=[{"role": "user", "content": "Use the available tools"}],
tools=[async_mcp_tool(t, mcp_client) for t in tools_result.tools],
)
async for message in runner:
print(message)
```
For sync usage, use `mcp_tool` instead of `async_mcp_tool`.
### MCP Prompts
```python
from anthropic.lib.tools.mcp import mcp_message
prompt = await mcp_client.get_prompt(name="my-prompt")
response = await client.beta.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
messages=[mcp_message(m) for m in prompt.messages],
)
```
### MCP Resources as Content
```python
from anthropic.lib.tools.mcp import mcp_resource_to_content
resource = await mcp_client.read_resource(uri="file:///path/to/doc.txt")
response = await client.beta.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
messages=[{
"role": "user",
"content": [
mcp_resource_to_content(resource),
{"type": "text", "text": "Summarize this document"},
],
}],
)
```
### Upload MCP Resources as Files
```python
from anthropic.lib.tools.mcp import mcp_resource_to_file
resource = await mcp_client.read_resource(uri="file:///path/to/data.json")
uploaded = await client.beta.files.upload(file=mcp_resource_to_file(resource))
```
Conversion functions raise `UnsupportedMCPValueError` if an MCP value cannot be converted (e.g., unsupported content types like audio, unsupported MIME types).
---
## Manual Agentic Loop
Use this when you need fine-grained control over the loop (e.g., custom logging, conditional tool execution, human-in-the-loop approval):
```python
import anthropic
client = anthropic.Anthropic()
tools = [...] # Your tool definitions
messages = [{"role": "user", "content": user_input}]
# Agentic loop: keep going until Claude stops calling tools
while True:
response = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
tools=tools,
messages=messages
)
# If Claude is done (no more tool calls), break
if response.stop_reason == "end_turn":
break
# Server-side tool hit iteration limit; re-send to continue
if response.stop_reason == "pause_turn":
messages = [
{"role": "user", "content": user_input},
{"role": "assistant", "content": response.content},
]
continue
# Extract tool use blocks from the response
tool_use_blocks = [b for b in response.content if b.type == "tool_use"]
# Append assistant's response (including tool_use blocks)
messages.append({"role": "assistant", "content": response.content})
# Execute each tool and collect results
tool_results = []
for tool in tool_use_blocks:
result = execute_tool(tool.name, tool.input) # Your implementation
tool_results.append({
"type": "tool_result",
"tool_use_id": tool.id, # Must match the tool_use block's id
"content": result
})
# Append tool results as a user message
messages.append({"role": "user", "content": tool_results})
# Final response text
final_text = next(b.text for b in response.content if b.type == "text")
```
---
## Handling Tool Results
```python
response = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
tools=tools,
messages=[{"role": "user", "content": "What's the weather in Paris?"}]
)
for block in response.content:
if block.type == "tool_use":
tool_name = block.name
tool_input = block.input
tool_use_id = block.id
result = execute_tool(tool_name, tool_input)
followup = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
tools=tools,
messages=[
{"role": "user", "content": "What's the weather in Paris?"},
{"role": "assistant", "content": response.content},
{
"role": "user",
"content": [{
"type": "tool_result",
"tool_use_id": tool_use_id,
"content": result
}]
}
]
)
```
---
## Multiple Tool Calls
```python
tool_results = []
for block in response.content:
if block.type == "tool_use":
result = execute_tool(block.name, block.input)
tool_results.append({
"type": "tool_result",
"tool_use_id": block.id,
"content": result
})
# Send all results back at once
if tool_results:
followup = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
tools=tools,
messages=[
*previous_messages,
{"role": "assistant", "content": response.content},
{"role": "user", "content": tool_results}
]
)
```
---
## Error Handling in Tool Results
```python
tool_result = {
"type": "tool_result",
"tool_use_id": tool_use_id,
"content": "Error: Location 'xyz' not found. Please provide a valid city name.",
"is_error": True
}
```
---
## Tool Choice
```python
response = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
tools=tools,
tool_choice={"type": "tool", "name": "get_weather"}, # Force specific tool
messages=[{"role": "user", "content": "What's the weather in Paris?"}]
)
```
---
## Code Execution
### Basic Usage
```python
import anthropic
client = anthropic.Anthropic()
response = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
messages=[{
"role": "user",
"content": "Calculate the mean and standard deviation of [1, 2, 3, 4, 5, 6, 7, 8, 9, 10]"
}],
tools=[{
"type": "code_execution_20260120",
"name": "code_execution"
}]
)
for block in response.content:
if block.type == "text":
print(block.text)
elif block.type == "bash_code_execution_tool_result":
print(f"stdout: {block.content.stdout}")
```
### Upload Files for Analysis
```python
# 1. Upload a file
uploaded = client.beta.files.upload(file=open("sales_data.csv", "rb"))
# 2. Pass to code execution via container_upload block
# Code execution is GA; Files API is still beta (pass via extra_headers)
response = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
extra_headers={"anthropic-beta": "files-api-2025-04-14"},
messages=[{
"role": "user",
"content": [
{"type": "text", "text": "Analyze this sales data. Show trends and create a visualization."},
{"type": "container_upload", "file_id": uploaded.id}
]
}],
tools=[{"type": "code_execution_20260120", "name": "code_execution"}]
)
```
### Retrieve Generated Files
```python
import os
OUTPUT_DIR = "./claude_outputs"
os.makedirs(OUTPUT_DIR, exist_ok=True)
for block in response.content:
if block.type == "bash_code_execution_tool_result":
result = block.content
if result.type == "bash_code_execution_result" and result.content:
for file_ref in result.content:
if file_ref.type == "bash_code_execution_output":
metadata = client.beta.files.retrieve_metadata(file_ref.file_id)
file_content = client.beta.files.download(file_ref.file_id)
# Use basename to prevent path traversal; validate result
safe_name = os.path.basename(metadata.filename)
if not safe_name or safe_name in (".", ".."):
print(f"Skipping invalid filename: {metadata.filename}")
continue
output_path = os.path.join(OUTPUT_DIR, safe_name)
file_content.write_to_file(output_path)
print(f"Saved: {output_path}")
```
### Container Reuse
```python
# First request: set up environment
response1 = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
messages=[{"role": "user", "content": "Install tabulate and create data.json with sample data"}],
tools=[{"type": "code_execution_20260120", "name": "code_execution"}]
)
# Get container ID from response
container_id = response1.container.id
# Second request: reuse the same container
response2 = client.messages.create(
container=container_id,
model="claude-opus-4-6",
max_tokens=16000,
messages=[{"role": "user", "content": "Read data.json and display as a formatted table"}],
tools=[{"type": "code_execution_20260120", "name": "code_execution"}]
)
```
### Response Structure
```python
for block in response.content:
if block.type == "text":
print(block.text) # Claude's explanation
elif block.type == "server_tool_use":
print(f"Running: {block.name} - {block.input}") # What Claude is doing
elif block.type == "bash_code_execution_tool_result":
result = block.content
if result.type == "bash_code_execution_result":
if result.return_code == 0:
print(f"Output: {result.stdout}")
else:
print(f"Error: {result.stderr}")
else:
print(f"Tool error: {result.error_code}")
elif block.type == "text_editor_code_execution_tool_result":
print(f"File operation: {block.content}")
```
---
## Memory Tool
### Basic Usage
```python
import anthropic
client = anthropic.Anthropic()
response = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
messages=[{"role": "user", "content": "Remember that my preferred language is Python."}],
tools=[{"type": "memory_20250818", "name": "memory"}],
)
```
### SDK Memory Helper
Subclass `BetaAbstractMemoryTool`:
```python
from anthropic.lib.tools import BetaAbstractMemoryTool
class MyMemoryTool(BetaAbstractMemoryTool):
def view(self, command): ...
def create(self, command): ...
def str_replace(self, command): ...
def insert(self, command): ...
def delete(self, command): ...
def rename(self, command): ...
memory = MyMemoryTool()
# Use with tool runner
runner = client.beta.messages.tool_runner(
model="claude-opus-4-6",
max_tokens=16000,
tools=[memory],
messages=[{"role": "user", "content": "Remember my preferences"}],
)
for message in runner:
print(message)
```
For full implementation examples, use WebFetch:
- `https://github.com/anthropics/anthropic-sdk-python/blob/main/examples/memory/basic.py`
---
## Structured Outputs
### JSON Outputs (Pydantic — Recommended)
```python
from pydantic import BaseModel
from typing import List
import anthropic
class ContactInfo(BaseModel):
name: str
email: str
plan: str
interests: List[str]
demo_requested: bool
client = anthropic.Anthropic()
response = client.messages.parse(
model="claude-opus-4-6",
max_tokens=16000,
messages=[{
"role": "user",
"content": "Extract: Jane Doe ([email protected]) wants Enterprise, interested in API and SDKs, wants a demo."
}],
output_format=ContactInfo,
)
# response.parsed_output is a validated ContactInfo instance
contact = response.parsed_output
print(contact.name) # "Jane Doe"
print(contact.interests) # ["API", "SDKs"]
```
### Raw Schema
```python
response = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
messages=[{
"role": "user",
"content": "Extract info: John Smith ([email protected]) wants the Enterprise plan."
}],
output_config={
"format": {
"type": "json_schema",
"schema": {
"type": "object",
"properties": {
"name": {"type": "string"},
"email": {"type": "string"},
"plan": {"type": "string"},
"demo_requested": {"type": "boolean"}
},
"required": ["name", "email", "plan", "demo_requested"],
"additionalProperties": False
}
}
}
)
import json
# output_config.format guarantees the first block is text with valid JSON
text = next(b.text for b in response.content if b.type == "text")
data = json.loads(text)
```
### Strict Tool Use
```python
response = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
messages=[{"role": "user", "content": "Book a flight to Tokyo for 2 passengers on March 15"}],
tools=[{
"name": "book_flight",
"description": "Book a flight to a destination",
"strict": True,
"input_schema": {
"type": "object",
"properties": {
"destination": {"type": "string"},
"date": {"type": "string", "format": "date"},
"passengers": {"type": "integer", "enum": [1, 2, 3, 4, 5, 6, 7, 8]}
},
"required": ["destination", "date", "passengers"],
"additionalProperties": False
}
}]
)
```
### Using Both Together
```python
response = client.messages.create(
model="claude-opus-4-6",
max_tokens=16000,
messages=[{"role": "user", "content": "Plan a trip to Paris next month"}],
output_config={
"format": {
"type": "json_schema",
"schema": {
"type": "object",
"properties": {
"summary": {"type": "string"},
"next_steps": {"type": "array", "items": {"type": "string"}}
},
"required": ["summary", "next_steps"],
"additionalProperties": False
}
}
},
tools=[{
"name": "search_flights",
"description": "Search for available flights",
"strict": True,
"input_schema": {
"type": "object",
"properties": {
"destination": {"type": "string"},
"date": {"type": "string", "format": "date"}
},
"required": ["destination", "date"],
"additionalProperties": False
}
}]
)
```
FILE:ruby/claude-api.md
# Claude API — Ruby
> **Note:** The Ruby SDK supports the Claude API. A tool runner is available in beta via `client.beta.messages.tool_runner()`. Agent SDK is not yet available for Ruby.
## Installation
```bash
gem install anthropic
```
## Client Initialization
```ruby
require "anthropic"
# Default (uses ANTHROPIC_API_KEY env var)
client = Anthropic::Client.new
# Explicit API key
client = Anthropic::Client.new(api_key: "your-api-key")
```
---
## Basic Message Request
```ruby
message = client.messages.create(
model: :"claude-opus-4-6",
max_tokens: 16000,
messages: [
{ role: "user", content: "What is the capital of France?" }
]
)
# content is an array of polymorphic block objects (TextBlock, ThinkingBlock,
# ToolUseBlock, ...). .type is a Symbol — compare with :text, not "text".
# .text raises NoMethodError on non-TextBlock entries.
message.content.each do |block|
puts block.text if block.type == :text
end
```
---
## Streaming
```ruby
stream = client.messages.stream(
model: :"claude-opus-4-6",
max_tokens: 64000,
messages: [{ role: "user", content: "Write a haiku" }]
)
stream.text.each { |text| print(text) }
```
---
## Tool Use
The Ruby SDK supports tool use via raw JSON schema definitions and also provides a beta tool runner for automatic tool execution.
### Tool Runner (Beta)
```ruby
class GetWeatherInput < Anthropic::BaseModel
required :location, String, doc: "City and state, e.g. San Francisco, CA"
end
class GetWeather < Anthropic::BaseTool
doc "Get the current weather for a location"
input_schema GetWeatherInput
def call(input)
"The weather in #{input.location} is sunny and 72°F."
end
end
client.beta.messages.tool_runner(
model: :"claude-opus-4-6",
max_tokens: 16000,
tools: [GetWeather.new],
messages: [{ role: "user", content: "What's the weather in San Francisco?" }]
).each_message do |message|
puts message.content
end
```
### Manual Loop
See the [shared tool use concepts](../shared/tool-use-concepts.md) for the tool definition format and agentic loop pattern.
FILE:shared/error-codes.md
# HTTP Error Codes Reference
This file documents HTTP error codes returned by the Claude API, their common causes, and how to handle them. For language-specific error handling examples, see the `python/` or `typescript/` folders.
## Error Code Summary
| Code | Error Type | Retryable | Common Cause |
| ---- | ----------------------- | --------- | ------------------------------------ |
| 400 | `invalid_request_error` | No | Invalid request format or parameters |
| 401 | `authentication_error` | No | Invalid or missing API key |
| 403 | `permission_error` | No | API key lacks permission |
| 404 | `not_found_error` | No | Invalid endpoint or model ID |
| 413 | `request_too_large` | No | Request exceeds size limits |
| 429 | `rate_limit_error` | Yes | Too many requests |
| 500 | `api_error` | Yes | Anthropic service issue |
| 529 | `overloaded_error` | Yes | API is temporarily overloaded |
## Detailed Error Information
### 400 Bad Request
**Causes:**
- Malformed JSON in request body
- Missing required parameters (`model`, `max_tokens`, `messages`)
- Invalid parameter types (e.g., string where integer expected)
- Empty messages array
- Messages not alternating user/assistant
**Example error:**
```json
{
"type": "error",
"error": {
"type": "invalid_request_error",
"message": "messages: roles must alternate between \"user\" and \"assistant\""
},
"request_id": "req_011CSHoEeqs5C35K2UUqR7Fy"
}
```
**Fix:** Validate request structure before sending. Check that:
- `model` is a valid model ID
- `max_tokens` is a positive integer
- `messages` array is non-empty and alternates correctly
---
### 401 Unauthorized
**Causes:**
- Missing `x-api-key` header or `Authorization` header
- Invalid API key format
- Revoked or deleted API key
**Fix:** Ensure `ANTHROPIC_API_KEY` environment variable is set correctly.
---
### 403 Forbidden
**Causes:**
- API key doesn't have access to the requested model
- Organization-level restrictions
- Attempting to access beta features without beta access
**Fix:** Check your API key permissions in the Console. You may need a different API key or to request access to specific features.
---
### 404 Not Found
**Causes:**
- Typo in model ID (e.g., `claude-sonnet-4.6` instead of `claude-sonnet-4-6`)
- Using deprecated model ID
- Invalid API endpoint
**Fix:** Use exact model IDs from the models documentation. You can use aliases (e.g., `claude-opus-4-6`).
---
### 413 Request Too Large
**Causes:**
- Request body exceeds maximum size
- Too many tokens in input
- Image data too large
**Fix:** Reduce input size — truncate conversation history, compress/resize images, or split large documents into chunks.
---
### 400 Validation Errors
Some 400 errors are specifically related to parameter validation:
- `max_tokens` exceeds model's limit
- Invalid `temperature` value (must be 0.0-1.0)
- `budget_tokens` >= `max_tokens` in extended thinking
- Invalid tool definition schema
**Common mistake with extended thinking:**
```
# Wrong: budget_tokens must be < max_tokens
thinking: budget_tokens=10000, max_tokens=1000 → Error!
# Correct
thinking: budget_tokens=10000, max_tokens=16000
```
---
### 429 Rate Limited
**Causes:**
- Exceeded requests per minute (RPM)
- Exceeded tokens per minute (TPM)
- Exceeded tokens per day (TPD)
**Headers to check:**
- `retry-after`: Seconds to wait before retrying
- `x-ratelimit-limit-*`: Your limits
- `x-ratelimit-remaining-*`: Remaining quota
**Fix:** The Anthropic SDKs automatically retry 429 and 5xx errors with exponential backoff (default: `max_retries=2`). For custom retry behavior, see the language-specific error handling examples.
---
### 500 Internal Server Error
**Causes:**
- Temporary Anthropic service issue
- Bug in API processing
**Fix:** Retry with exponential backoff. If persistent, check [status.anthropic.com](https://status.anthropic.com).
---
### 529 Overloaded
**Causes:**
- High API demand
- Service capacity reached
**Fix:** Retry with exponential backoff. Consider using a different model (Haiku is often less loaded), spreading requests over time, or implementing request queuing.
---
## Common Mistakes and Fixes
| Mistake | Error | Fix |
| ------------------------------- | ---------------- | ------------------------------------------------------- |
| `budget_tokens` >= `max_tokens` | 400 | Ensure `budget_tokens` < `max_tokens` |
| Typo in model ID | 404 | Use valid model ID like `claude-opus-4-6` |
| First message is `assistant` | 400 | First message must be `user` |
| Consecutive same-role messages | 400 | Alternate `user` and `assistant` |
| API key in code | 401 (leaked key) | Use environment variable |
| Custom retry needs | 429/5xx | SDK retries automatically; customize with `max_retries` |
## Typed Exceptions in SDKs
**Always use the SDK's typed exception classes** instead of checking error messages with string matching. Each HTTP error code maps to a specific exception class:
| HTTP Code | TypeScript Class | Python Class |
| --------- | --------------------------------- | --------------------------------- |
| 400 | `Anthropic.BadRequestError` | `anthropic.BadRequestError` |
| 401 | `Anthropic.AuthenticationError` | `anthropic.AuthenticationError` |
| 403 | `Anthropic.PermissionDeniedError` | `anthropic.PermissionDeniedError` |
| 404 | `Anthropic.NotFoundError` | `anthropic.NotFoundError` |
| 429 | `Anthropic.RateLimitError` | `anthropic.RateLimitError` |
| 500+ | `Anthropic.InternalServerError` | `anthropic.InternalServerError` |
| Any | `Anthropic.APIError` | `anthropic.APIError` |
```typescript
// ✅ Correct: use typed exceptions
try {
const response = await client.messages.create({...});
} catch (error) {
if (error instanceof Anthropic.RateLimitError) {
// Handle rate limiting
} else if (error instanceof Anthropic.APIError) {
console.error(`API error error.status:`, error.message);
}
}
// ❌ Wrong: don't check error messages with string matching
try {
const response = await client.messages.create({...});
} catch (error) {
const msg = error instanceof Error ? error.message : String(error);
if (msg.includes("429") || msg.includes("rate_limit")) { ... }
}
```
All exception classes extend `Anthropic.APIError`, which has a `status` property. Use `instanceof` checks from most specific to least specific (e.g., check `RateLimitError` before `APIError`).
FILE:shared/live-sources.md
# Live Documentation Sources
This file contains WebFetch URLs for fetching current information from platform.claude.com and Agent SDK repositories. Use these when users need the latest data that may have changed since the cached content was last updated.
## When to Use WebFetch
- User explicitly asks for "latest" or "current" information
- Cached data seems incorrect
- User asks about features not covered in cached content
- User needs specific API details or examples
## Claude API Documentation URLs
### Models & Pricing
| Topic | URL | Extraction Prompt |
| --------------- | --------------------------------------------------------------------- | ------------------------------------------------------------------------------- |
| Models Overview | `https://platform.claude.com/docs/en/about-claude/models/overview.md` | "Extract current model IDs, context windows, and pricing for all Claude models" |
| Pricing | `https://platform.claude.com/docs/en/pricing.md` | "Extract current pricing per million tokens for input and output" |
### Core Features
| Topic | URL | Extraction Prompt |
| ----------------- | ---------------------------------------------------------------------------- | -------------------------------------------------------------------------------------- |
| Extended Thinking | `https://platform.claude.com/docs/en/build-with-claude/extended-thinking.md` | "Extract extended thinking parameters, budget_tokens requirements, and usage examples" |
| Adaptive Thinking | `https://platform.claude.com/docs/en/build-with-claude/adaptive-thinking.md` | "Extract adaptive thinking setup, effort levels, and Claude Opus 4.6 usage examples" |
| Effort Parameter | `https://platform.claude.com/docs/en/build-with-claude/effort.md` | "Extract effort levels, cost-quality tradeoffs, and interaction with thinking" |
| Tool Use | `https://platform.claude.com/docs/en/agents-and-tools/tool-use/overview.md` | "Extract tool definition schema, tool_choice options, and handling tool results" |
| Streaming | `https://platform.claude.com/docs/en/build-with-claude/streaming.md` | "Extract streaming event types, SDK examples, and best practices" |
| Prompt Caching | `https://platform.claude.com/docs/en/build-with-claude/prompt-caching.md` | "Extract cache_control usage, pricing benefits, and implementation examples" |
### Media & Files
| Topic | URL | Extraction Prompt |
| ----------- | ---------------------------------------------------------------------- | ----------------------------------------------------------------- |
| Vision | `https://platform.claude.com/docs/en/build-with-claude/vision.md` | "Extract supported image formats, size limits, and code examples" |
| PDF Support | `https://platform.claude.com/docs/en/build-with-claude/pdf-support.md` | "Extract PDF handling capabilities, limits, and examples" |
### API Operations
| Topic | URL | Extraction Prompt |
| ---------------- | --------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------- |
| Batch Processing | `https://platform.claude.com/docs/en/build-with-claude/batch-processing.md` | "Extract batch API endpoints, request format, and polling for results" |
| Files API | `https://platform.claude.com/docs/en/build-with-claude/files.md` | "Extract file upload, download, and referencing in messages, including supported types and beta header" |
| Token Counting | `https://platform.claude.com/docs/en/build-with-claude/token-counting.md` | "Extract token counting API usage and examples" |
| Rate Limits | `https://platform.claude.com/docs/en/api/rate-limits.md` | "Extract current rate limits by tier and model" |
| Errors | `https://platform.claude.com/docs/en/api/errors.md` | "Extract HTTP error codes, meanings, and retry guidance" |
### Tools
| Topic | URL | Extraction Prompt |
| -------------- | -------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------- |
| Code Execution | `https://platform.claude.com/docs/en/agents-and-tools/tool-use/code-execution-tool.md` | "Extract code execution tool setup, file upload, container reuse, and response handling" |
| Computer Use | `https://platform.claude.com/docs/en/agents-and-tools/tool-use/computer-use.md` | "Extract computer use tool setup, capabilities, and implementation examples" |
### Advanced Features
| Topic | URL | Extraction Prompt |
| ------------------ | ----------------------------------------------------------------------------- | --------------------------------------------------- |
| Structured Outputs | `https://platform.claude.com/docs/en/build-with-claude/structured-outputs.md` | "Extract output_config.format usage and schema enforcement" |
| Compaction | `https://platform.claude.com/docs/en/build-with-claude/compaction.md` | "Extract compaction setup, trigger config, and streaming with compaction" |
| Citations | `https://platform.claude.com/docs/en/build-with-claude/citations.md` | "Extract citation format and implementation" |
| Context Windows | `https://platform.claude.com/docs/en/build-with-claude/context-windows.md` | "Extract context window sizes and token management" |
---
## Claude API SDK Repositories
| SDK | URL | Description |
| ---------- | --------------------------------------------------------- | ------------------------------ |
| Python | `https://github.com/anthropics/anthropic-sdk-python` | `anthropic` pip package source |
| TypeScript | `https://github.com/anthropics/anthropic-sdk-typescript` | `@anthropic-ai/sdk` npm source |
| Java | `https://github.com/anthropics/anthropic-sdk-java` | `anthropic-java` Maven source |
| Go | `https://github.com/anthropics/anthropic-sdk-go` | Go module source |
| Ruby | `https://github.com/anthropics/anthropic-sdk-ruby` | `anthropic` gem source |
| C# | `https://github.com/anthropics/anthropic-sdk-csharp` | NuGet package source |
| PHP | `https://github.com/anthropics/anthropic-sdk-php` | Composer package source |
---
## Agent SDK Documentation URLs
### Core Documentation
| Topic | URL | Extraction Prompt |
| -------------------- | ----------------------------------------------------------- | --------------------------------------------------------------- |
| Agent SDK Overview | `https://platform.claude.com/docs/en/agent-sdk.md` | "Extract the Agent SDK overview, key features, and use cases" |
| Agent SDK Python | `https://github.com/anthropics/claude-agent-sdk-python` | "Extract Python SDK installation, imports, and basic usage" |
| Agent SDK TypeScript | `https://github.com/anthropics/claude-agent-sdk-typescript` | "Extract TypeScript SDK installation, imports, and basic usage" |
### SDK Reference (GitHub READMEs)
| Topic | URL | Extraction Prompt |
| -------------- | ----------------------------------------------------------------------------------------- | ------------------------------------------------------------ |
| Python SDK | `https://raw.githubusercontent.com/anthropics/claude-agent-sdk-python/main/README.md` | "Extract Python SDK API reference, classes, and methods" |
| TypeScript SDK | `https://raw.githubusercontent.com/anthropics/claude-agent-sdk-typescript/main/README.md` | "Extract TypeScript SDK API reference, types, and functions" |
### npm/PyPI Packages
| Package | URL | Description |
| ----------------------------------- | -------------------------------------------------------------- | ------------------------- |
| claude-agent-sdk (Python) | `https://pypi.org/project/claude-agent-sdk/` | Python package on PyPI |
| @anthropic-ai/claude-agent-sdk (TS) | `https://www.npmjs.com/package/@anthropic-ai/claude-agent-sdk` | TypeScript package on npm |
### GitHub Repositories
| Resource | URL | Description |
| -------------- | ----------------------------------------------------------- | ----------------------------------- |
| Python SDK | `https://github.com/anthropics/claude-agent-sdk-python` | Python package source |
| TypeScript SDK | `https://github.com/anthropics/claude-agent-sdk-typescript` | TypeScript/Node.js package source |
| MCP Servers | `https://github.com/modelcontextprotocol` | Official MCP server implementations |
---
## Fallback Strategy
If WebFetch fails (network issues, URL changed):
1. Use cached content from the language-specific files (note the cache date)
2. Inform user the data may be outdated
3. Suggest they check platform.claude.com or the GitHub repos directly
FILE:shared/models.md
# Claude Model Catalog
**Only use exact model IDs listed in this file.** Never guess or construct model IDs — incorrect IDs will cause API errors. Use aliases wherever available. For the latest information, WebFetch the Models Overview URL in `shared/live-sources.md`, or query the Models API directly (see Programmatic Model Discovery below).
## Programmatic Model Discovery
For **live** capability data — context window, max output tokens, feature support (thinking, vision, effort, structured outputs, etc.) — query the Models API instead of relying on the cached tables below. Use this when the user asks "what's the context window for X", "does model X support vision/thinking/effort", "which models support feature Y", or wants to select a model by capability at runtime.
```python
m = client.models.retrieve("claude-opus-4-6")
m.id # "claude-opus-4-6"
m.display_name # "Claude Opus 4.6"
m.max_input_tokens # context window (int)
m.max_tokens # max output tokens (int)
# capabilities is an untyped nested dict — bracket access, check ["supported"] at the leaf
caps = m.capabilities
caps["image_input"]["supported"] # vision
caps["thinking"]["types"]["adaptive"]["supported"] # adaptive thinking
caps["effort"]["max"]["supported"] # effort: max (also low/medium/high)
caps["structured_outputs"]["supported"]
caps["context_management"]["compact_20260112"]["supported"]
# filter across all models — iterate the page object directly (auto-paginates); do NOT use .data
[m for m in client.models.list()
if m.capabilities["thinking"]["types"]["adaptive"]["supported"]
and m.max_input_tokens >= 200_000]
```
Top-level fields (`id`, `display_name`, `max_input_tokens`, `max_tokens`) are typed attributes. `capabilities` is a dict — use bracket access, not attribute access. The API returns the full capability tree for every model with `supported: true/false` at each leaf, so bracket chains are safe without `.get()` guards. TypeScript SDK: same method names, also auto-paginates on iteration.
### Raw HTTP
```bash
curl https://api.anthropic.com/v1/models/claude-opus-4-6 \
-H "x-api-key: $ANTHROPIC_API_KEY" \
-H "anthropic-version: 2023-06-01"
```
```json
{
"id": "claude-opus-4-6",
"display_name": "Claude Opus 4.6",
"max_input_tokens": 1000000,
"max_tokens": 128000,
"capabilities": {
"image_input": {"supported": true},
"structured_outputs": {"supported": true},
"thinking": {"supported": true, "types": {"enabled": {"supported": true}, "adaptive": {"supported": true}}},
"effort": {"supported": true, "low": {"supported": true}, …, "max": {"supported": true}},
…
}
}
```
## Current Models (recommended)
| Friendly Name | Alias (use this) | Full ID | Context | Max Output | Status |
|-------------------|---------------------|-------------------------------|----------------|------------|--------|
| Claude Opus 4.6 | `claude-opus-4-6` | — | 200K (1M beta) | 128K | Active |
| Claude Sonnet 4.6 | `claude-sonnet-4-6` | - | 200K (1M beta) | 64K | Active |
| Claude Haiku 4.5 | `claude-haiku-4-5` | `claude-haiku-4-5-20251001` | 200K | 64K | Active |
### Model Descriptions
- **Claude Opus 4.6** — Our most intelligent model for building agents and coding. Supports adaptive thinking (recommended), 128K max output tokens (requires streaming for large outputs). 1M context window available in beta via `context-1m-2025-08-07` header.
- **Claude Sonnet 4.6** — Our best combination of speed and intelligence. Supports adaptive thinking (recommended). 1M context window available in beta via `context-1m-2025-08-07` header. 64K max output tokens.
- **Claude Haiku 4.5** — Fastest and most cost-effective model for simple tasks.
## Legacy Models (still active)
| Friendly Name | Alias (use this) | Full ID | Status |
|-------------------|---------------------|-------------------------------|--------|
| Claude Opus 4.5 | `claude-opus-4-5` | `claude-opus-4-5-20251101` | Active |
| Claude Opus 4.1 | `claude-opus-4-1` | `claude-opus-4-1-20250805` | Active |
| Claude Sonnet 4.5 | `claude-sonnet-4-5` | `claude-sonnet-4-5-20250929` | Active |
| Claude Sonnet 4 | `claude-sonnet-4-0` | `claude-sonnet-4-20250514` | Active |
| Claude Opus 4 | `claude-opus-4-0` | `claude-opus-4-20250514` | Active |
## Deprecated Models (retiring soon)
| Friendly Name | Alias (use this) | Full ID | Status | Retires |
|-------------------|---------------------|-------------------------------|------------|--------------|
| Claude Haiku 3 | — | `claude-3-haiku-20240307` | Deprecated | Apr 19, 2026 |
## Retired Models (no longer available)
| Friendly Name | Full ID | Retired |
|-------------------|-------------------------------|-------------|
| Claude Sonnet 3.7 | `claude-3-7-sonnet-20250219` | Feb 19, 2026 |
| Claude Haiku 3.5 | `claude-3-5-haiku-20241022` | Feb 19, 2026 |
| Claude Opus 3 | `claude-3-opus-20240229` | Jan 5, 2026 |
| Claude Sonnet 3.5 | `claude-3-5-sonnet-20241022` | Oct 28, 2025 |
| Claude Sonnet 3.5 | `claude-3-5-sonnet-20240620` | Oct 28, 2025 |
| Claude Sonnet 3 | `claude-3-sonnet-20240229` | Jul 21, 2025 |
| Claude 2.1 | `claude-2.1` | Jul 21, 2025 |
| Claude 2.0 | `claude-2.0` | Jul 21, 2025 |
## Resolving User Requests
When a user asks for a model by name, use this table to find the correct model ID:
| User says... | Use this model ID |
|-------------------------------------------|--------------------------------|
| "opus", "most powerful" | `claude-opus-4-6` |
| "opus 4.6" | `claude-opus-4-6` |
| "opus 4.5" | `claude-opus-4-5` |
| "opus 4.1" | `claude-opus-4-1` |
| "opus 4", "opus 4.0" | `claude-opus-4-0` |
| "sonnet", "balanced" | `claude-sonnet-4-6` |
| "sonnet 4.6" | `claude-sonnet-4-6` |
| "sonnet 4.5" | `claude-sonnet-4-5` |
| "sonnet 4", "sonnet 4.0" | `claude-sonnet-4-0` |
| "sonnet 3.7" | Retired — suggest `claude-sonnet-4-5` |
| "sonnet 3.5" | Retired — suggest `claude-sonnet-4-5` |
| "haiku", "fast", "cheap" | `claude-haiku-4-5` |
| "haiku 4.5" | `claude-haiku-4-5` |
| "haiku 3.5" | Retired — suggest `claude-haiku-4-5` |
| "haiku 3" | Deprecated — suggest `claude-haiku-4-5` |
FILE:shared/tool-use-concepts.md
# Tool Use Concepts
This file covers the conceptual foundations of tool use with the Claude API. For language-specific code examples, see the `python/`, `typescript/`, or other language folders.
## User-Defined Tools
### Tool Definition Structure
> **Note:** When using the Tool Runner (beta), tool schemas are generated automatically from your function signatures (Python), Zod schemas (TypeScript), annotated classes (Java), `jsonschema` struct tags (Go), or `BaseTool` subclasses (Ruby). The raw JSON schema format below is for the manual approach or SDKs without tool runner support.
Each tool requires a name, description, and JSON Schema for its inputs:
```json
{
"name": "get_weather",
"description": "Get current weather for a location",
"input_schema": {
"type": "object",
"properties": {
"location": {
"type": "string",
"description": "City and state, e.g., San Francisco, CA"
},
"unit": {
"type": "string",
"enum": ["celsius", "fahrenheit"],
"description": "Temperature unit"
}
},
"required": ["location"]
}
}
```
**Best practices for tool definitions:**
- Use clear, descriptive names (e.g., `get_weather`, `search_database`, `send_email`)
- Write detailed descriptions — Claude uses these to decide when to use the tool
- Include descriptions for each property
- Use `enum` for parameters with a fixed set of values
- Mark truly required parameters in `required`; make others optional with defaults
---
### Tool Choice Options
Control when Claude uses tools:
| Value | Behavior |
| --------------------------------- | --------------------------------------------- |
| `{"type": "auto"}` | Claude decides whether to use tools (default) |
| `{"type": "any"}` | Claude must use at least one tool |
| `{"type": "tool", "name": "..."}` | Claude must use the specified tool |
| `{"type": "none"}` | Claude cannot use tools |
Any `tool_choice` value can also include `"disable_parallel_tool_use": true` to force Claude to use at most one tool per response. By default, Claude may request multiple tool calls in a single response.
---
### Tool Runner vs Manual Loop
**Tool Runner (Recommended):** The SDK's tool runner handles the agentic loop automatically — it calls the API, detects tool use requests, executes your tool functions, feeds results back to Claude, and repeats until Claude stops calling tools. Available in Python, TypeScript, Java, Go, and Ruby SDKs (beta). The Python SDK also provides MCP conversion helpers (`anthropic.lib.tools.mcp`) to convert MCP tools, prompts, and resources for use with the tool runner — see `python/claude-api/tool-use.md` for details.
**Manual Agentic Loop:** Use when you need fine-grained control over the loop (e.g., custom logging, conditional tool execution, human-in-the-loop approval). Loop until `stop_reason == "end_turn"`, always append the full `response.content` to preserve tool_use blocks, and ensure each `tool_result` includes the matching `tool_use_id`.
**Stop reasons for server-side tools:** When using server-side tools (code execution, web search, etc.), the API runs a server-side sampling loop. If this loop reaches its default limit of 10 iterations, the response will have `stop_reason: "pause_turn"`. To continue, re-send the user message and assistant response and make another API request — the server will resume where it left off. Do NOT add an extra user message like "Continue." — the API detects the trailing `server_tool_use` block and knows to resume automatically.
```python
# Handle pause_turn in your agentic loop
if response.stop_reason == "pause_turn":
messages = [
{"role": "user", "content": user_query},
{"role": "assistant", "content": response.content},
]
# Make another API request — server resumes automatically
response = client.messages.create(
model="claude-opus-4-6", messages=messages, tools=tools
)
```
Set a `max_continuations` limit (e.g., 5) to prevent infinite loops. For the full guide, see: `https://platform.claude.com/docs/en/build-with-claude/handling-stop-reasons`
> **Security:** The tool runner executes your tool functions automatically whenever Claude requests them. For tools with side effects (sending emails, modifying databases, financial transactions), validate inputs within your tool functions and consider requiring confirmation for destructive operations. Use the manual agentic loop if you need human-in-the-loop approval before each tool execution.
---
### Handling Tool Results
When Claude uses a tool, the response contains a `tool_use` block. You must:
1. Execute the tool with the provided input
2. Send the result back in a `tool_result` message
3. Continue the conversation
**Error handling in tool results:** When a tool execution fails, set `"is_error": true` and provide an informative error message. Claude will typically acknowledge the error and either try a different approach or ask for clarification.
**Multiple tool calls:** Claude can request multiple tools in a single response. Handle them all before continuing — send all results back in a single `user` message.
---
## Server-Side Tools: Code Execution
The code execution tool lets Claude run code in a secure, sandboxed container. Unlike user-defined tools, server-side tools run on Anthropic's infrastructure — you don't execute anything client-side. Just include the tool definition and Claude handles the rest.
### Key Facts
- Runs in an isolated container (1 CPU, 5 GiB RAM, 5 GiB disk)
- No internet access (fully sandboxed)
- Python 3.11 with data science libraries pre-installed
- Containers persist for 30 days and can be reused across requests
- Free when used with web search/web fetch tools; otherwise $0.05/hour after 1,550 free hours/month per organization
### Tool Definition
The tool requires no schema — just declare it in the `tools` array:
```json
{
"type": "code_execution_20260120",
"name": "code_execution"
}
```
Claude automatically gains access to `bash_code_execution` (run shell commands) and `text_editor_code_execution` (create/view/edit files).
### Pre-installed Python Libraries
- **Data science**: pandas, numpy, scipy, scikit-learn, statsmodels
- **Visualization**: matplotlib, seaborn
- **File processing**: openpyxl, xlsxwriter, pillow, pypdf, pdfplumber, python-docx, python-pptx
- **Math**: sympy, mpmath
- **Utilities**: tqdm, python-dateutil, pytz, sqlite3
Additional packages can be installed at runtime via `pip install`.
### Supported File Types for Upload
| Type | Extensions |
| ------ | ---------------------------------- |
| Data | CSV, Excel (.xlsx/.xls), JSON, XML |
| Images | JPEG, PNG, GIF, WebP |
| Text | .txt, .md, .py, .js, etc. |
### Container Reuse
Reuse containers across requests to maintain state (files, installed packages, variables). Extract the `container_id` from the first response and pass it to subsequent requests.
### Response Structure
The response contains interleaved text and tool result blocks:
- `text` — Claude's explanation
- `server_tool_use` — What Claude is doing
- `bash_code_execution_tool_result` — Code execution output (check `return_code` for success/failure)
- `text_editor_code_execution_tool_result` — File operation results
> **Security:** Always sanitize filenames with `os.path.basename()` / `path.basename()` before writing downloaded files to disk to prevent path traversal attacks. Write files to a dedicated output directory.
---
## Server-Side Tools: Web Search and Web Fetch
Web search and web fetch let Claude search the web and retrieve page content. They run server-side — just include the tool definitions and Claude handles queries, fetching, and result processing automatically.
### Tool Definitions
```json
[
{ "type": "web_search_20260209", "name": "web_search" },
{ "type": "web_fetch_20260209", "name": "web_fetch" }
]
```
### Dynamic Filtering (Opus 4.6 / Sonnet 4.6)
The `web_search_20260209` and `web_fetch_20260209` versions support **dynamic filtering** — Claude writes and executes code to filter search results before they reach the context window, improving accuracy and token efficiency. Dynamic filtering is built into these tool versions and activates automatically; you do not need to separately declare the `code_execution` tool or pass any beta header.
```json
{
"tools": [
{ "type": "web_search_20260209", "name": "web_search" },
{ "type": "web_fetch_20260209", "name": "web_fetch" }
]
}
```
Without dynamic filtering, the previous `web_search_20250305` version is also available.
> **Note:** Only include the standalone `code_execution` tool when your application needs code execution for its own purposes (data analysis, file processing, visualization) independent of web search. Including it alongside `_20260209` web tools creates a second execution environment that can confuse the model.
---
## Server-Side Tools: Programmatic Tool Calling
Programmatic tool calling lets Claude execute complex multi-tool workflows in code, keeping intermediate results out of the context window. Claude writes code that calls your tools directly, reducing token usage for multi-step operations.
For full documentation, use WebFetch:
- URL: `https://platform.claude.com/docs/en/agents-and-tools/tool-use/programmatic-tool-calling`
---
## Server-Side Tools: Tool Search
The tool search tool lets Claude dynamically discover tools from large libraries without loading all definitions into the context window. Useful when you have many tools but only a few are relevant to any given query.
For full documentation, use WebFetch:
- URL: `https://platform.claude.com/docs/en/agents-and-tools/tool-use/tool-search-tool`
---
## Tool Use Examples
You can provide sample tool calls directly in your tool definitions to demonstrate usage patterns and reduce parameter errors. This helps Claude understand how to correctly format tool inputs, especially for tools with complex schemas.
For full documentation, use WebFetch:
- URL: `https://platform.claude.com/docs/en/agents-and-tools/tool-use/implement-tool-use`
---
## Server-Side Tools: Computer Use
Computer use lets Claude interact with a desktop environment (screenshots, mouse, keyboard). It can be Anthropic-hosted (server-side, like code execution) or self-hosted (you provide the environment and execute actions client-side).
For full documentation, use WebFetch:
- URL: `https://platform.claude.com/docs/en/agents-and-tools/computer-use/overview`
---
## Client-Side Tools: Memory
The memory tool enables Claude to store and retrieve information across conversations through a memory file directory. Claude can create, read, update, and delete files that persist between sessions.
### Key Facts
- Client-side tool — you control storage via your implementation
- Supports commands: `view`, `create`, `str_replace`, `insert`, `delete`, `rename`
- Operates on files in a `/memories` directory
- The Python, TypeScript, and Java SDKs provide helper classes/functions for implementing the memory backend
> **Security:** Never store API keys, passwords, tokens, or other secrets in memory files. Be cautious with personally identifiable information (PII) — check data privacy regulations (GDPR, CCPA) before persisting user data. The reference implementations have no built-in access control; in multi-user systems, implement per-user memory directories and authentication in your tool handlers.
For full implementation examples, use WebFetch:
- Docs: `https://platform.claude.com/docs/en/agents-and-tools/tool-use/memory-tool.md`
---
## Structured Outputs
Structured outputs constrain Claude's responses to follow a specific JSON schema, guaranteeing valid, parseable output. This is not a separate tool — it enhances the Messages API response format and/or tool parameter validation.
Two features are available:
- **JSON outputs** (`output_config.format`): Control Claude's response format
- **Strict tool use** (`strict: true`): Guarantee valid tool parameter schemas
**Supported models:** Claude Opus 4.6, Claude Sonnet 4.6, and Claude Haiku 4.5. Legacy models (Claude Opus 4.5, Claude Opus 4.1) also support structured outputs.
> **Recommended:** Use `client.messages.parse()` which automatically validates responses against your schema. When using `messages.create()` directly, use `output_config: {format: {...}}`. The `output_format` convenience parameter is also accepted by some SDK methods (e.g., `.parse()`), but `output_config.format` is the canonical API-level parameter.
### JSON Schema Limitations
**Supported:**
- Basic types: object, array, string, integer, number, boolean, null
- `enum`, `const`, `anyOf`, `allOf`, `$ref`/`$def`
- String formats: `date-time`, `time`, `date`, `duration`, `email`, `hostname`, `uri`, `ipv4`, `ipv6`, `uuid`
- `additionalProperties: false` (required for all objects)
**Not supported:**
- Recursive schemas
- Numerical constraints (`minimum`, `maximum`, `multipleOf`)
- String constraints (`minLength`, `maxLength`)
- Complex array constraints
- `additionalProperties` set to anything other than `false`
The Python and TypeScript SDKs automatically handle unsupported constraints by removing them from the schema sent to the API and validating them client-side.
### Important Notes
- **First request latency**: New schemas incur a one-time compilation cost. Subsequent requests with the same schema use a 24-hour cache.
- **Refusals**: If Claude refuses for safety reasons (`stop_reason: "refusal"`), the output may not match your schema.
- **Token limits**: If `stop_reason: "max_tokens"`, output may be incomplete. Increase `max_tokens`.
- **Incompatible with**: Citations (returns 400 error), message prefilling.
- **Works with**: Batches API, streaming, token counting, extended thinking.
---
## Tips for Effective Tool Use
1. **Provide detailed descriptions**: Claude relies heavily on descriptions to understand when and how to use tools
2. **Use specific tool names**: `get_current_weather` is better than `weather`
3. **Validate inputs**: Always validate tool inputs before execution
4. **Handle errors gracefully**: Return informative error messages so Claude can adapt
5. **Limit tool count**: Too many tools can confuse the model — keep the set focused
6. **Test tool interactions**: Verify Claude uses tools correctly in various scenarios
For detailed tool use documentation, use WebFetch:
- URL: `https://platform.claude.com/docs/en/agents-and-tools/tool-use/overview`
FILE:typescript/agent-sdk/README.md
# Agent SDK — TypeScript
The Claude Agent SDK provides a higher-level interface for building AI agents with built-in tools, safety features, and agentic capabilities.
## Installation
```bash
npm install @anthropic-ai/claude-agent-sdk
```
---
## Quick Start
```typescript
import { query } from "@anthropic-ai/claude-agent-sdk";
for await (const message of query({
prompt: "Explain this codebase",
options: { allowedTools: ["Read", "Glob", "Grep"] },
})) {
if ("result" in message) {
console.log(message.result);
}
}
```
---
## Built-in Tools
| Tool | Description |
| --------- | ------------------------------------ |
| Read | Read files in the workspace |
| Write | Create new files |
| Edit | Make precise edits to existing files |
| Bash | Execute shell commands |
| Glob | Find files by pattern |
| Grep | Search files by content |
| WebSearch | Search the web for information |
| WebFetch | Fetch and analyze web pages |
| AskUserQuestion | Ask user clarifying questions |
| Agent | Spawn subagents |
---
## Permission System
```typescript
for await (const message of query({
prompt: "Refactor the authentication module",
options: {
allowedTools: ["Read", "Edit", "Write"],
permissionMode: "acceptEdits",
},
})) {
if ("result" in message) console.log(message.result);
}
```
Permission modes:
- `"default"`: Prompt for dangerous operations
- `"plan"`: Planning only, no execution
- `"acceptEdits"`: Auto-accept file edits
- `"dontAsk"`: Don't prompt — **denies** anything not pre-approved (not an auto-approve mode)
- `"bypassPermissions"`: Skip all prompts (requires `allowDangerouslySkipPermissions: true` in options)
---
## MCP (Model Context Protocol) Support
```typescript
for await (const message of query({
prompt: "Open example.com and describe what you see",
options: {
mcpServers: {
playwright: { command: "npx", args: ["@playwright/mcp@latest"] },
},
},
})) {
if ("result" in message) console.log(message.result);
}
```
### In-Process MCP Tools
You can define custom tools that run in-process using `tool()` and `createSdkMcpServer`:
```typescript
import { query, tool, createSdkMcpServer } from "@anthropic-ai/claude-agent-sdk";
import { z } from "zod";
const myTool = tool("my-tool", "Description", { input: z.string() }, async (args) => {
return { content: [{ type: "text", text: "result" }] };
});
const server = createSdkMcpServer({ name: "my-server", tools: [myTool] });
// Pass to query
for await (const message of query({
prompt: "Use my-tool to do something",
options: { mcpServers: { myServer: server } },
})) {
if ("result" in message) console.log(message.result);
}
```
---
## Hooks
```typescript
import { query, HookCallback } from "@anthropic-ai/claude-agent-sdk";
import { appendFileSync } from "fs";
const logFileChange: HookCallback = async (input) => {
const filePath = (input as any).tool_input?.file_path ?? "unknown";
appendFileSync(
"./audit.log",
`new Date().toISOString(): modified filePath\n`,
);
return {};
};
for await (const message of query({
prompt: "Refactor utils.py to improve readability",
options: {
allowedTools: ["Read", "Edit", "Write"],
permissionMode: "acceptEdits",
hooks: {
PostToolUse: [{ matcher: "Edit|Write", hooks: [logFileChange] }],
},
},
})) {
if ("result" in message) console.log(message.result);
}
```
Hook event inputs for tool-lifecycle events (`PreToolUse`, `PostToolUse`, `PostToolUseFailure`) include `agent_id` and `agent_type` fields, allowing hooks to identify which agent (main or subagent) triggered the tool call.
Available hook events: `PreToolUse`, `PostToolUse`, `PostToolUseFailure`, `Notification`, `UserPromptSubmit`, `SessionStart`, `SessionEnd`, `Stop`, `SubagentStart`, `SubagentStop`, `PreCompact`, `PermissionRequest`, `Setup`, `TeammateIdle`, `TaskCompleted`, `ConfigChange`, `Elicitation`, `ElicitationResult`, `WorktreeCreate`, `WorktreeRemove`, `InstructionsLoaded`
---
## Common Options
`query()` takes a top-level `prompt` (string) and an `options` object:
```typescript
query({ prompt: "...", options: { ... } })
```
| Option | Type | Description |
| ----------------------------------- | ------ | -------------------------------------------------------------------------- |
| `cwd` | string | Working directory for file operations |
| `allowedTools` | array | Tools the agent can use (e.g., `["Read", "Edit", "Bash"]`) |
| `tools` | array \| preset | Built-in tools to make available (`string[]` or `{type:'preset', preset:'claude_code'}`) |
| `disallowedTools` | array | Tools to explicitly disallow |
| `permissionMode` | string | How to handle permission prompts |
| `allowDangerouslySkipPermissions` | bool | Must be `true` to use `permissionMode: "bypassPermissions"` |
| `mcpServers` | object | MCP servers to connect to |
| `hooks` | object | Hooks for customizing behavior |
| `systemPrompt` | string \| preset | Custom system prompt (`string` or `{type:'preset', preset:'claude_code', append?:string}`) |
| `maxTurns` | number | Maximum agent turns before stopping |
| `maxBudgetUsd` | number | Maximum budget in USD for the query |
| `model` | string | Model ID (default: determined by CLI) |
| `agents` | object | Subagent definitions (`Record<string, AgentDefinition>`) |
| `outputFormat` | object | Structured output schema |
| `thinking` | object | Thinking/reasoning control |
| `betas` | array | Beta features to enable (e.g., `["context-1m-2025-08-07"]`) |
| `settingSources` | array | Settings to load (e.g., `["project"]`). Default: none (no CLAUDE.md files) |
| `env` | object | Environment variables to set for the session |
| `agentProgressSummaries` | bool | Enable periodic AI-generated progress summaries on `task_progress` events |
---
## Subagents
```typescript
for await (const message of query({
prompt: "Use the code-reviewer agent to review this codebase",
options: {
allowedTools: ["Read", "Glob", "Grep", "Agent"],
agents: {
"code-reviewer": {
description: "Expert code reviewer for quality and security reviews.",
prompt: "Analyze code quality and suggest improvements.",
tools: ["Read", "Glob", "Grep"],
},
},
},
})) {
if ("result" in message) console.log(message.result);
}
```
---
## Message Types
```typescript
for await (const message of query({
prompt: "Find TODO comments",
options: { allowedTools: ["Read", "Glob", "Grep"] },
})) {
if ("result" in message) {
console.log(message.result);
console.log(`Stop reason: message.stop_reason`); // e.g., "end_turn", "tool_use", "max_tokens"
} else if (message.type === "system" && message.subtype === "init") {
const sessionId = message.session_id; // Capture for resuming later
}
}
```
Task-related system messages are also emitted for subagent operations:
- `task_started` — emitted when a subagent task is registered
- `task_progress` — real-time progress updates with cumulative usage metrics, tool counts, and duration (enable `agentProgressSummaries` option for periodic AI-generated summaries via the `summary` field)
- `task_notification` — task completion notifications (includes `tool_use_id` for correlating with originating tool calls)
---
## Session History
Retrieve past session data:
```typescript
import { listSessions, getSessionMessages, getSessionInfo } from "@anthropic-ai/claude-agent-sdk";
// List all past sessions (supports pagination via limit/offset)
const sessions = await listSessions({ limit: 20, offset: 0 });
for (const session of sessions) {
console.log(`session.sessionId: session.cwd (tag: session.tag)`);
}
// Get metadata for a single session
const sessionId = sessions[0]?.sessionId;
const info = await getSessionInfo(sessionId);
console.log(info.tag, info.createdAt);
// Get messages from a specific session (supports pagination via limit/offset)
const messages = await getSessionMessages(sessionId, { limit: 50, offset: 0 });
for (const msg of messages) {
console.log(msg);
}
```
### Session Mutations
Rename, tag, or fork sessions:
```typescript
import { renameSession, tagSession, forkSession } from "@anthropic-ai/claude-agent-sdk";
// Rename a session
await renameSession(sessionId, "My refactoring session");
// Tag a session
await tagSession(sessionId, "experiment");
// Clear a tag
await tagSession(sessionId, null);
// Fork a session — branch a conversation from a specific point
const { sessionId: forkedId } = await forkSession(sessionId);
```
---
## MCP Server Management
Manage MCP servers at runtime on a running query:
```typescript
// Reconnect a disconnected MCP server
await queryHandle.reconnectMcpServer("my-server");
// Toggle an MCP server on/off
await queryHandle.toggleMcpServer("my-server", false); // (name, enabled) — both required
// Get status of ALL configured MCP servers — returns an ARRAY
const statuses: McpServerStatus[] = await queryHandle.mcpServerStatus();
for (const s of statuses) {
console.log(s.name, s.scope, s.tools.length, s.error);
}
```
---
## Best Practices
1. **Always specify allowedTools** — Explicitly list which tools the agent can use
2. **Set working directory** — Always specify `cwd` for file operations
3. **Use appropriate permission modes** — Start with `"default"` and only escalate when needed
4. **Handle all message types** — Check for `result` property to get agent output
5. **Limit maxTurns** — Prevent runaway agents with reasonable limits
FILE:typescript/agent-sdk/patterns.md
# Agent SDK Patterns — TypeScript
## Basic Agent
```typescript
import { query } from "@anthropic-ai/claude-agent-sdk";
async function main() {
for await (const message of query({
prompt: "Explain what this repository does",
options: {
cwd: "/path/to/project",
allowedTools: ["Read", "Glob", "Grep"],
},
})) {
if ("result" in message) {
console.log(message.result);
}
}
}
main();
```
---
## Hooks
### After Tool Use Hook
```typescript
import { query, HookCallback } from "@anthropic-ai/claude-agent-sdk";
import { appendFileSync } from "fs";
const logFileChange: HookCallback = async (input) => {
const filePath = (input as any).tool_input?.file_path ?? "unknown";
appendFileSync(
"./audit.log",
`new Date().toISOString(): modified filePath\n`,
);
return {};
};
for await (const message of query({
prompt: "Refactor utils.py to improve readability",
options: {
allowedTools: ["Read", "Edit", "Write"],
permissionMode: "acceptEdits",
hooks: {
PostToolUse: [{ matcher: "Edit|Write", hooks: [logFileChange] }],
},
},
})) {
if ("result" in message) console.log(message.result);
}
```
---
## Subagents
```typescript
import { query } from "@anthropic-ai/claude-agent-sdk";
for await (const message of query({
prompt: "Use the code-reviewer agent to review this codebase",
options: {
allowedTools: ["Read", "Glob", "Grep", "Agent"],
agents: {
"code-reviewer": {
description: "Expert code reviewer for quality and security reviews.",
prompt: "Analyze code quality and suggest improvements.",
tools: ["Read", "Glob", "Grep"],
},
},
},
})) {
if ("result" in message) console.log(message.result);
}
```
---
## MCP Server Integration
### Browser Automation (Playwright)
```typescript
for await (const message of query({
prompt: "Open example.com and describe what you see",
options: {
mcpServers: {
playwright: { command: "npx", args: ["@playwright/mcp@latest"] },
},
},
})) {
if ("result" in message) console.log(message.result);
}
```
---
## Session Resumption
```typescript
import { query } from "@anthropic-ai/claude-agent-sdk";
let sessionId: string | undefined;
// First query: capture the session ID
for await (const message of query({
prompt: "Read the authentication module",
options: { allowedTools: ["Read", "Glob"] },
})) {
if (message.type === "system" && message.subtype === "init") {
sessionId = message.session_id;
}
}
// Resume with full context from the first query
for await (const message of query({
prompt: "Now find all places that call it",
options: { resume: sessionId },
})) {
if ("result" in message) console.log(message.result);
}
```
---
## Session History
```typescript
import { listSessions, getSessionMessages, getSessionInfo } from "@anthropic-ai/claude-agent-sdk";
async function main() {
// List past sessions (supports pagination via limit/offset)
const sessions = await listSessions();
for (const session of sessions) {
console.log(`Session session.sessionId in session.cwd (tag: session.tag)`);
}
// Get metadata for a single session
if (sessions.length > 0) {
const info = await getSessionInfo(sessions[0].sessionId);
console.log(`Created: info.createdAt, Tag: info.tag`);
}
// Retrieve messages from the most recent session
if (sessions.length > 0) {
const messages = await getSessionMessages(sessions[0].sessionId, { limit: 50 });
for (const msg of messages) {
console.log(msg);
}
}
}
main();
```
---
## Session Mutations
```typescript
import { renameSession, tagSession, forkSession } from "@anthropic-ai/claude-agent-sdk";
async function main() {
const sessionId = "your-session-id";
// Rename a session
await renameSession(sessionId, "Refactoring auth module");
// Tag a session for filtering
await tagSession(sessionId, "experiment-v2");
// Clear a tag
await tagSession(sessionId, null);
// Fork a conversation to branch from a point
const { sessionId: forkedId } = await forkSession(sessionId);
console.log(`Forked session: forkedId`);
}
main();
```
---
## Custom System Prompt
```typescript
import { query } from "@anthropic-ai/claude-agent-sdk";
for await (const message of query({
prompt: "Review this code",
options: {
allowedTools: ["Read", "Glob", "Grep"],
systemPrompt: `You are a senior code reviewer focused on:
1. Security vulnerabilities
2. Performance issues
3. Code maintainability
Always provide specific line numbers and suggestions for improvement.`,
},
})) {
if ("result" in message) console.log(message.result);
}
```
FILE:typescript/claude-api/README.md
# Claude API — TypeScript
## Installation
```bash
npm install @anthropic-ai/sdk
```
## Client Initialization
```typescript
import Anthropic from "@anthropic-ai/sdk";
// Default (uses ANTHROPIC_API_KEY env var)
const client = new Anthropic();
// Explicit API key
const client = new Anthropic({ apiKey: "your-api-key" });
```
---
## Basic Message Request
```typescript
const response = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
messages: [{ role: "user", content: "What is the capital of France?" }],
});
// response.content is ContentBlock[] — a discriminated union. Narrow by .type
// before accessing .text (TypeScript will error on content[0].text without this).
for (const block of response.content) {
if (block.type === "text") {
console.log(block.text);
}
}
```
---
## System Prompts
```typescript
const response = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
system:
"You are a helpful coding assistant. Always provide examples in Python.",
messages: [{ role: "user", content: "How do I read a JSON file?" }],
});
```
---
## Vision (Images)
### URL
```typescript
const response = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
messages: [
{
role: "user",
content: [
{
type: "image",
source: { type: "url", url: "https://example.com/image.png" },
},
{ type: "text", text: "Describe this image" },
],
},
],
});
```
### Base64
```typescript
import fs from "fs";
const imageData = fs.readFileSync("image.png").toString("base64");
const response = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
messages: [
{
role: "user",
content: [
{
type: "image",
source: { type: "base64", media_type: "image/png", data: imageData },
},
{ type: "text", text: "What's in this image?" },
],
},
],
});
```
---
## Prompt Caching
### Automatic Caching (Recommended)
Use top-level `cache_control` to automatically cache the last cacheable block in the request:
```typescript
const response = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
cache_control: { type: "ephemeral" }, // auto-caches the last cacheable block
system: "You are an expert on this large document...",
messages: [{ role: "user", content: "Summarize the key points" }],
});
```
### Manual Cache Control
For fine-grained control, add `cache_control` to specific content blocks:
```typescript
const response = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
system: [
{
type: "text",
text: "You are an expert on this large document...",
cache_control: { type: "ephemeral" }, // default TTL is 5 minutes
},
],
messages: [{ role: "user", content: "Summarize the key points" }],
});
// With explicit TTL (time-to-live)
const response2 = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
system: [
{
type: "text",
text: "You are an expert on this large document...",
cache_control: { type: "ephemeral", ttl: "1h" }, // 1 hour TTL
},
],
messages: [{ role: "user", content: "Summarize the key points" }],
});
```
---
## Extended Thinking
> **Opus 4.6 and Sonnet 4.6:** Use adaptive thinking. `budget_tokens` is deprecated on both Opus 4.6 and Sonnet 4.6.
> **Older models:** Use `thinking: {type: "enabled", budget_tokens: N}` (must be < `max_tokens`, min 1024).
```typescript
// Opus 4.6: adaptive thinking (recommended)
const response = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
thinking: { type: "adaptive" },
output_config: { effort: "high" }, // low | medium | high | max
messages: [
{ role: "user", content: "Solve this math problem step by step..." },
],
});
for (const block of response.content) {
if (block.type === "thinking") {
console.log("Thinking:", block.thinking);
} else if (block.type === "text") {
console.log("Response:", block.text);
}
}
```
---
## Error Handling
Use the SDK's typed exception classes — never check error messages with string matching:
```typescript
import Anthropic from "@anthropic-ai/sdk";
try {
const response = await client.messages.create({...});
} catch (error) {
if (error instanceof Anthropic.BadRequestError) {
console.error("Bad request:", error.message);
} else if (error instanceof Anthropic.AuthenticationError) {
console.error("Invalid API key");
} else if (error instanceof Anthropic.RateLimitError) {
console.error("Rate limited - retry later");
} else if (error instanceof Anthropic.APIError) {
console.error(`API error error.status:`, error.message);
}
}
```
All classes extend `Anthropic.APIError` with a typed `status` field. Check from most specific to least specific. See [shared/error-codes.md](../../shared/error-codes.md) for the full error code reference.
---
## Multi-Turn Conversations
The API is stateless — send the full conversation history each time. Use `Anthropic.MessageParam[]` to type the messages array:
```typescript
const messages: Anthropic.MessageParam[] = [
{ role: "user", content: "My name is Alice." },
{ role: "assistant", content: "Hello Alice! Nice to meet you." },
{ role: "user", content: "What's my name?" },
];
const response = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
messages: messages,
});
```
**Rules:**
- Consecutive same-role messages are allowed — the API combines them into a single turn
- First message must be `user`
- Use SDK types (`Anthropic.MessageParam`, `Anthropic.Message`, `Anthropic.Tool`, etc.) for all API data structures — don't redefine equivalent interfaces
---
### Compaction (long conversations)
> **Beta, Opus 4.6 and Sonnet 4.6.** When conversations approach the 200K context window, compaction automatically summarizes earlier context server-side. The API returns a `compaction` block; you must pass it back on subsequent requests — append `response.content`, not just the text.
```typescript
import Anthropic from "@anthropic-ai/sdk";
const client = new Anthropic();
const messages: Anthropic.Beta.BetaMessageParam[] = [];
async function chat(userMessage: string): Promise<string> {
messages.push({ role: "user", content: userMessage });
const response = await client.beta.messages.create({
betas: ["compact-2026-01-12"],
model: "claude-opus-4-6",
max_tokens: 16000,
messages,
context_management: {
edits: [{ type: "compact_20260112" }],
},
});
// Append full content — compaction blocks must be preserved
messages.push({ role: "assistant", content: response.content });
const textBlock = response.content.find(
(b): b is Anthropic.Beta.BetaTextBlock => b.type === "text",
);
return textBlock?.text ?? "";
}
// Compaction triggers automatically when context grows large
console.log(await chat("Help me build a Python web scraper"));
console.log(await chat("Add support for JavaScript-rendered pages"));
console.log(await chat("Now add rate limiting and error handling"));
```
---
## Stop Reasons
The `stop_reason` field in the response indicates why the model stopped generating:
| Value | Meaning |
| --------------- | --------------------------------------------------------------- |
| `end_turn` | Claude finished its response naturally |
| `max_tokens` | Hit the `max_tokens` limit — increase it or use streaming |
| `stop_sequence` | Hit a custom stop sequence |
| `tool_use` | Claude wants to call a tool — execute it and continue |
| `pause_turn` | Model paused and can be resumed (agentic flows) |
| `refusal` | Claude refused for safety reasons — output may not match schema |
---
## Cost Optimization Strategies
### 1. Use Prompt Caching for Repeated Context
```typescript
// Automatic caching (simplest — caches the last cacheable block)
const response = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
cache_control: { type: "ephemeral" },
system: largeDocumentText, // e.g., 50KB of context
messages: [{ role: "user", content: "Summarize the key points" }],
});
// First request: full cost
// Subsequent requests: ~90% cheaper for cached portion
```
### 2. Use Token Counting Before Requests
```typescript
const countResponse = await client.messages.countTokens({
model: "claude-opus-4-6",
messages: messages,
system: system,
});
const estimatedInputCost = countResponse.input_tokens * 0.000005; // $5/1M tokens
console.log(`Estimated input cost: $estimatedInputCost.toFixed(4)`);
```
FILE:typescript/claude-api/batches.md
# Message Batches API — TypeScript
The Batches API (`POST /v1/messages/batches`) processes Messages API requests asynchronously at 50% of standard prices.
## Key Facts
- Up to 100,000 requests or 256 MB per batch
- Most batches complete within 1 hour; maximum 24 hours
- Results available for 29 days after creation
- 50% cost reduction on all token usage
- All Messages API features supported (vision, tools, caching, etc.)
---
## Create a Batch
```typescript
import Anthropic from "@anthropic-ai/sdk";
const client = new Anthropic();
const messageBatch = await client.messages.batches.create({
requests: [
{
custom_id: "request-1",
params: {
model: "claude-opus-4-6",
max_tokens: 16000,
messages: [
{ role: "user", content: "Summarize climate change impacts" },
],
},
},
{
custom_id: "request-2",
params: {
model: "claude-opus-4-6",
max_tokens: 16000,
messages: [
{ role: "user", content: "Explain quantum computing basics" },
],
},
},
],
});
console.log(`Batch ID: messageBatch.id`);
console.log(`Status: messageBatch.processing_status`);
```
---
## Poll for Completion
```typescript
let batch;
while (true) {
batch = await client.messages.batches.retrieve(messageBatch.id);
if (batch.processing_status === "ended") break;
console.log(
`Status: batch.processing_status, processing: batch.request_counts.processing`,
);
await new Promise((resolve) => setTimeout(resolve, 60_000));
}
console.log("Batch complete!");
console.log(`Succeeded: batch.request_counts.succeeded`);
console.log(`Errored: batch.request_counts.errored`);
```
---
## Retrieve Results
```typescript
for await (const result of await client.messages.batches.results(
messageBatch.id,
)) {
switch (result.result.type) {
case "succeeded":
console.log(
`[result.custom_id] result.result.message.content[0].text.slice(0, 100)`,
);
break;
case "errored":
if (result.result.error.type === "invalid_request") {
console.log(`[result.custom_id] Validation error - fix and retry`);
} else {
console.log(`[result.custom_id] Server error - safe to retry`);
}
break;
case "expired":
console.log(`[result.custom_id] Expired - resubmit`);
break;
}
}
```
---
## Cancel a Batch
```typescript
const cancelled = await client.messages.batches.cancel(messageBatch.id);
console.log(`Status: cancelled.processing_status`); // "canceling"
```
FILE:typescript/claude-api/files-api.md
# Files API — TypeScript
The Files API uploads files for use in Messages API requests. Reference files via `file_id` in content blocks, avoiding re-uploads across multiple API calls.
**Beta:** Pass `betas: ["files-api-2025-04-14"]` in your API calls (the SDK sets the required header automatically).
## Key Facts
- Maximum file size: 500 MB
- Total storage: 100 GB per organization
- Files persist until deleted
- File operations (upload, list, delete) are free; content used in messages is billed as input tokens
- Not available on Amazon Bedrock or Google Vertex AI
---
## Upload a File
```typescript
import Anthropic, { toFile } from "@anthropic-ai/sdk";
import fs from "fs";
const client = new Anthropic();
const uploaded = await client.beta.files.upload({
file: await toFile(fs.createReadStream("report.pdf"), undefined, {
type: "application/pdf",
}),
betas: ["files-api-2025-04-14"],
});
console.log(`File ID: uploaded.id`);
console.log(`Size: uploaded.size_bytes bytes`);
```
---
## Use a File in Messages
### PDF / Text Document
```typescript
const response = await client.beta.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
messages: [
{
role: "user",
content: [
{ type: "text", text: "Summarize the key findings in this report." },
{
type: "document",
source: { type: "file", file_id: uploaded.id },
title: "Q4 Report",
citations: { enabled: true },
},
],
},
],
betas: ["files-api-2025-04-14"],
});
console.log(response.content[0].text);
```
---
## Manage Files
### List Files
```typescript
const files = await client.beta.files.list({
betas: ["files-api-2025-04-14"],
});
for (const f of files.data) {
console.log(`f.id: f.filename (f.size_bytes bytes)`);
}
```
### Delete a File
```typescript
await client.beta.files.delete("file_011CNha8iCJcU1wXNR6q4V8w", {
betas: ["files-api-2025-04-14"],
});
```
### Download a File
```typescript
const response = await client.beta.files.download(
"file_011CNha8iCJcU1wXNR6q4V8w",
{ betas: ["files-api-2025-04-14"] },
);
const content = Buffer.from(await response.arrayBuffer());
await fs.promises.writeFile("output.txt", content);
```
FILE:typescript/claude-api/streaming.md
# Streaming — TypeScript
## Quick Start
```typescript
const stream = client.messages.stream({
model: "claude-opus-4-6",
max_tokens: 64000,
messages: [{ role: "user", content: "Write a story" }],
});
for await (const event of stream) {
if (
event.type === "content_block_delta" &&
event.delta.type === "text_delta"
) {
process.stdout.write(event.delta.text);
}
}
```
---
## Handling Different Content Types
> **Opus 4.6:** Use `thinking: {type: "adaptive"}`. On older models, use `thinking: {type: "enabled", budget_tokens: N}` instead.
```typescript
const stream = client.messages.stream({
model: "claude-opus-4-6",
max_tokens: 64000,
thinking: { type: "adaptive" },
messages: [{ role: "user", content: "Analyze this problem" }],
});
for await (const event of stream) {
switch (event.type) {
case "content_block_start":
switch (event.content_block.type) {
case "thinking":
console.log("\n[Thinking...]");
break;
case "text":
console.log("\n[Response:]");
break;
}
break;
case "content_block_delta":
switch (event.delta.type) {
case "thinking_delta":
process.stdout.write(event.delta.thinking);
break;
case "text_delta":
process.stdout.write(event.delta.text);
break;
}
break;
}
}
```
---
## Streaming with Tool Use (Tool Runner)
Use the tool runner with `stream: true`. The outer loop iterates over tool runner iterations (messages), the inner loop processes stream events:
```typescript
import Anthropic from "@anthropic-ai/sdk";
import { betaZodTool } from "@anthropic-ai/sdk/helpers/beta/zod";
import { z } from "zod";
const client = new Anthropic();
const getWeather = betaZodTool({
name: "get_weather",
description: "Get current weather for a location",
inputSchema: z.object({
location: z.string().describe("City and state, e.g., San Francisco, CA"),
}),
run: async ({ location }) => `72°F and sunny in location`,
});
const runner = client.beta.messages.toolRunner({
model: "claude-opus-4-6",
max_tokens: 64000,
tools: [getWeather],
messages: [
{ role: "user", content: "What's the weather in Paris and London?" },
],
stream: true,
});
// Outer loop: each tool runner iteration
for await (const messageStream of runner) {
// Inner loop: stream events for this iteration
for await (const event of messageStream) {
switch (event.type) {
case "content_block_delta":
switch (event.delta.type) {
case "text_delta":
process.stdout.write(event.delta.text);
break;
case "input_json_delta":
// Tool input being streamed
break;
}
break;
}
}
}
```
---
## Getting the Final Message
```typescript
const stream = client.messages.stream({
model: "claude-opus-4-6",
max_tokens: 64000,
messages: [{ role: "user", content: "Hello" }],
});
for await (const event of stream) {
// Process events...
}
const finalMessage = await stream.finalMessage();
console.log(`Tokens used: finalMessage.usage.output_tokens`);
```
---
## Stream Event Types
| Event Type | Description | When it fires |
| --------------------- | --------------------------- | --------------------------------- |
| `message_start` | Contains message metadata | Once at the beginning |
| `content_block_start` | New content block beginning | When a text/tool_use block starts |
| `content_block_delta` | Incremental content update | For each token/chunk |
| `content_block_stop` | Content block complete | When a block finishes |
| `message_delta` | Message-level updates | Contains `stop_reason`, usage |
| `message_stop` | Message complete | Once at the end |
## Best Practices
1. **Always flush output** — Use `process.stdout.write()` for immediate display
2. **Handle partial responses** — If the stream is interrupted, you may have incomplete content
3. **Track token usage** — The `message_delta` event contains usage information
4. **Use `finalMessage()`** — Get the complete `Anthropic.Message` object even when streaming. Don't wrap `.on()` events in `new Promise()` — `finalMessage()` handles all completion/error/abort states internally
5. **Buffer for web UIs** — Consider buffering a few tokens before rendering to avoid excessive DOM updates
6. **Use `stream.on("text", ...)` for deltas** — The `text` event provides just the delta string, simpler than manually filtering `content_block_delta` events
7. **For agentic loops with streaming** — See the [Streaming Manual Loop](./tool-use.md#streaming-manual-loop) section in tool-use.md for combining `stream()` + `finalMessage()` with a tool-use loop
## Raw SSE Format
If using raw HTTP (not SDKs), the stream returns Server-Sent Events:
```
event: message_start
data: {"type":"message_start","message":{"id":"msg_...","type":"message",...}}
event: content_block_start
data: {"type":"content_block_start","index":0,"content_block":{"type":"text","text":""}}
event: content_block_delta
data: {"type":"content_block_delta","index":0,"delta":{"type":"text_delta","text":"Hello"}}
event: content_block_stop
data: {"type":"content_block_stop","index":0}
event: message_delta
data: {"type":"message_delta","delta":{"stop_reason":"end_turn"},"usage":{"output_tokens":12}}
event: message_stop
data: {"type":"message_stop"}
```
FILE:typescript/claude-api/tool-use.md
# Tool Use — TypeScript
For conceptual overview (tool definitions, tool choice, tips), see [shared/tool-use-concepts.md](../../shared/tool-use-concepts.md).
## Tool Runner (Recommended)
**Beta:** The tool runner is in beta in the TypeScript SDK.
Use `betaZodTool` with Zod schemas to define tools with a `run` function, then pass them to `client.beta.messages.toolRunner()`:
```typescript
import Anthropic from "@anthropic-ai/sdk";
import { betaZodTool } from "@anthropic-ai/sdk/helpers/beta/zod";
import { z } from "zod";
const client = new Anthropic();
const getWeather = betaZodTool({
name: "get_weather",
description: "Get current weather for a location",
inputSchema: z.object({
location: z.string().describe("City and state, e.g., San Francisco, CA"),
unit: z.enum(["celsius", "fahrenheit"]).optional(),
}),
run: async (input) => {
// Your implementation here
return `72°F and sunny in input.location`;
},
});
// The tool runner handles the agentic loop and returns the final message
const finalMessage = await client.beta.messages.toolRunner({
model: "claude-opus-4-6",
max_tokens: 16000,
tools: [getWeather],
messages: [{ role: "user", content: "What's the weather in Paris?" }],
});
console.log(finalMessage.content);
```
**Key benefits of the tool runner:**
- No manual loop — the SDK handles calling tools and feeding results back
- Type-safe tool inputs via Zod schemas
- Tool schemas are generated automatically from Zod definitions
- Iteration stops automatically when Claude has no more tool calls
---
## Manual Agentic Loop
Use this when you need fine-grained control (custom logging, conditional tool execution, streaming individual iterations, human-in-the-loop approval):
```typescript
import Anthropic from "@anthropic-ai/sdk";
const client = new Anthropic();
const tools: Anthropic.Tool[] = [...]; // Your tool definitions
let messages: Anthropic.MessageParam[] = [{ role: "user", content: userInput }];
while (true) {
const response = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
tools: tools,
messages: messages,
});
if (response.stop_reason === "end_turn") break;
// Server-side tool hit iteration limit; append assistant turn and re-send to continue
if (response.stop_reason === "pause_turn") {
messages.push({ role: "assistant", content: response.content });
continue;
}
const toolUseBlocks = response.content.filter(
(b): b is Anthropic.ToolUseBlock => b.type === "tool_use",
);
messages.push({ role: "assistant", content: response.content });
const toolResults: Anthropic.ToolResultBlockParam[] = [];
for (const tool of toolUseBlocks) {
const result = await executeTool(tool.name, tool.input);
toolResults.push({
type: "tool_result",
tool_use_id: tool.id,
content: result,
});
}
messages.push({ role: "user", content: toolResults });
}
```
### Streaming Manual Loop
Use `client.messages.stream()` + `finalMessage()` instead of `.create()` when you need streaming within a manual loop. Text deltas are streamed on each iteration; `finalMessage()` collects the complete `Message` so you can inspect `stop_reason` and extract tool-use blocks:
```typescript
import Anthropic from "@anthropic-ai/sdk";
const client = new Anthropic();
const tools: Anthropic.Tool[] = [...];
let messages: Anthropic.MessageParam[] = [{ role: "user", content: userInput }];
while (true) {
const stream = client.messages.stream({
model: "claude-opus-4-6",
max_tokens: 64000,
tools,
messages,
});
// Stream text deltas on each iteration
stream.on("text", (delta) => {
process.stdout.write(delta);
});
// finalMessage() resolves with the complete Message — no need to
// manually wire up .on("message") / .on("error") / .on("abort")
const message = await stream.finalMessage();
if (message.stop_reason === "end_turn") break;
// Server-side tool hit iteration limit; append assistant turn and re-send to continue
if (message.stop_reason === "pause_turn") {
messages.push({ role: "assistant", content: message.content });
continue;
}
const toolUseBlocks = message.content.filter(
(b): b is Anthropic.ToolUseBlock => b.type === "tool_use",
);
messages.push({ role: "assistant", content: message.content });
const toolResults: Anthropic.ToolResultBlockParam[] = [];
for (const tool of toolUseBlocks) {
const result = await executeTool(tool.name, tool.input);
toolResults.push({
type: "tool_result",
tool_use_id: tool.id,
content: result,
});
}
messages.push({ role: "user", content: toolResults });
}
```
> **Important:** Don't wrap `.on()` events in `new Promise()` to collect the final message — use `stream.finalMessage()` instead. The SDK handles all error/abort/completion states internally.
> **Error handling in the loop:** Use the SDK's typed exceptions (e.g., `Anthropic.RateLimitError`, `Anthropic.APIError`) — see [Error Handling](./README.md#error-handling) for examples. Don't check error messages with string matching.
> **SDK types:** Use `Anthropic.MessageParam`, `Anthropic.Tool`, `Anthropic.ToolUseBlock`, `Anthropic.ToolResultBlockParam`, `Anthropic.Message`, etc. for all API-related data structures. Don't redefine equivalent interfaces.
---
## Handling Tool Results
```typescript
const response = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
tools: tools,
messages: [{ role: "user", content: "What's the weather in Paris?" }],
});
for (const block of response.content) {
if (block.type === "tool_use") {
const result = await executeTool(block.name, block.input);
const followup = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
tools: tools,
messages: [
{ role: "user", content: "What's the weather in Paris?" },
{ role: "assistant", content: response.content },
{
role: "user",
content: [
{ type: "tool_result", tool_use_id: block.id, content: result },
],
},
],
});
}
}
```
---
## Tool Choice
```typescript
const response = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
tools: tools,
tool_choice: { type: "tool", name: "get_weather" },
messages: [{ role: "user", content: "What's the weather in Paris?" }],
});
```
---
## Server-Side Tools
Version-suffixed `type` literals; `name` is fixed per interface. Pass plain object literals — the `ToolUnion` type is satisfied structurally. **The `name`/`type` pair must match the interface**: mixing `str_replace_based_edit_tool` (20250728 name) with `text_editor_20250124` (which expects `str_replace_editor`) is a TS2322.
**Don't type-annotate as `Tool[]`** — `Tool` is just the custom-tool variant. Let structural typing infer from the `tools` param, or annotate as `Anthropic.Messages.ToolUnion[]` if you must:
```typescript
// ✓ let inference work — no annotation
const response = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
tools: [
{ type: "text_editor_20250728", name: "str_replace_based_edit_tool" },
{ type: "bash_20250124", name: "bash" },
{ type: "web_search_20260209", name: "web_search" },
{ type: "code_execution_20260120", name: "code_execution" },
],
messages: [{ role: "user", content: "..." }],
});
// ✗ this is a TS2352 — Tool is the CUSTOM tool variant only
// const tools: Anthropic.Tool[] = [{ type: "text_editor_20250728", ... }]
```
| Interface | `name` | `type` |
|---|---|---|
| `ToolTextEditor20250124` | `str_replace_editor` | `text_editor_20250124` |
| `ToolTextEditor20250429` | `str_replace_based_edit_tool` | `text_editor_20250429` |
| `ToolTextEditor20250728` | `str_replace_based_edit_tool` | `text_editor_20250728` |
| `ToolBash20250124` | `bash` | `bash_20250124` |
| `WebSearchTool20260209` | `web_search` | `web_search_20260209` |
| `WebFetchTool20260209` | `web_fetch` | `web_fetch_20260209` |
| `CodeExecutionTool20260120` | `code_execution` | `code_execution_20260120` |
**Don't mix beta and non-beta types**: if you call `client.beta.messages.create()`, the response `content` is `BetaContentBlock[]` — you cannot pass that to a non-beta `ContentBlockParam[]` without narrowing each element.
---
## Code Execution
### Basic Usage
```typescript
import Anthropic from "@anthropic-ai/sdk";
const client = new Anthropic();
const response = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
messages: [
{
role: "user",
content:
"Calculate the mean and standard deviation of [1, 2, 3, 4, 5, 6, 7, 8, 9, 10]",
},
],
tools: [{ type: "code_execution_20260120", name: "code_execution" }],
});
```
### Reading Local Files (ESM note)
`__dirname` doesn't exist in ES modules. For script-relative paths use `import.meta.url`:
```typescript
import { readFileSync } from "fs";
import { fileURLToPath } from "url";
import { dirname, join } from "path";
const __dirname = dirname(fileURLToPath(import.meta.url));
const pdfBytes = readFileSync(join(__dirname, "sample.pdf"));
```
Or use a CWD-relative path if the script runs from a known directory: `readFileSync("./sample.pdf")`.
### Upload Files for Analysis
```typescript
import Anthropic, { toFile } from "@anthropic-ai/sdk";
import { createReadStream } from "fs";
const client = new Anthropic();
// 1. Upload a file
const uploaded = await client.beta.files.upload({
file: await toFile(createReadStream("sales_data.csv"), undefined, {
type: "text/csv",
}),
betas: ["files-api-2025-04-14"],
});
// 2. Pass to code execution
// Code execution is GA; Files API is still beta (pass via RequestOptions)
const response = await client.messages.create(
{
model: "claude-opus-4-6",
max_tokens: 16000,
messages: [
{
role: "user",
content: [
{
type: "text",
text: "Analyze this sales data. Show trends and create a visualization.",
},
{ type: "container_upload", file_id: uploaded.id },
],
},
],
tools: [{ type: "code_execution_20260120", name: "code_execution" }],
},
{ headers: { "anthropic-beta": "files-api-2025-04-14" } },
);
```
### Retrieve Generated Files
```typescript
import path from "path";
import fs from "fs";
const OUTPUT_DIR = "./claude_outputs";
await fs.promises.mkdir(OUTPUT_DIR, { recursive: true });
for (const block of response.content) {
if (block.type === "bash_code_execution_tool_result") {
const result = block.content;
if (result.type === "bash_code_execution_result" && result.content) {
for (const fileRef of result.content) {
if (fileRef.type === "bash_code_execution_output") {
const metadata = await client.beta.files.retrieveMetadata(
fileRef.file_id,
);
const downloadResponse = await client.beta.files.download(fileRef.file_id);
const fileBytes = Buffer.from(await downloadResponse.arrayBuffer());
const safeName = path.basename(metadata.filename);
if (!safeName || safeName === "." || safeName === "..") {
console.warn(`Skipping invalid filename: metadata.filename`);
continue;
}
const outputPath = path.join(OUTPUT_DIR, safeName);
await fs.promises.writeFile(outputPath, fileBytes);
console.log(`Saved: outputPath`);
}
}
}
}
}
```
### Container Reuse
```typescript
// First request: set up environment
const response1 = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
messages: [
{
role: "user",
content: "Install tabulate and create data.json with sample user data",
},
],
tools: [{ type: "code_execution_20260120", name: "code_execution" }],
});
// Reuse container
// container is nullable — set only when using server-side code execution
const containerId = response1.container!.id;
const response2 = await client.messages.create({
container: containerId,
model: "claude-opus-4-6",
max_tokens: 16000,
messages: [
{
role: "user",
content: "Read data.json and display as a formatted table",
},
],
tools: [{ type: "code_execution_20260120", name: "code_execution" }],
});
```
---
## Memory Tool
### Basic Usage
```typescript
const response = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
messages: [
{
role: "user",
content: "Remember that my preferred language is TypeScript.",
},
],
tools: [{ type: "memory_20250818", name: "memory" }],
});
```
### SDK Memory Helper
Use `betaMemoryTool` with a `MemoryToolHandlers` implementation:
```typescript
import {
betaMemoryTool,
type MemoryToolHandlers,
} from "@anthropic-ai/sdk/helpers/beta/memory";
const handlers: MemoryToolHandlers = {
async view(command) { ... },
async create(command) { ... },
async str_replace(command) { ... },
async insert(command) { ... },
async delete(command) { ... },
async rename(command) { ... },
};
const memory = betaMemoryTool(handlers);
const runner = client.beta.messages.toolRunner({
model: "claude-opus-4-6",
max_tokens: 16000,
tools: [memory],
messages: [{ role: "user", content: "Remember my preferences" }],
});
for await (const message of runner) {
console.log(message);
}
```
For full implementation examples, use WebFetch:
- `https://github.com/anthropics/anthropic-sdk-typescript/blob/main/examples/tools-helpers-memory.ts`
---
## Structured Outputs
### JSON Outputs (Zod — Recommended)
```typescript
import Anthropic from "@anthropic-ai/sdk";
import { z } from "zod";
import { zodOutputFormat } from "@anthropic-ai/sdk/helpers/zod";
const ContactInfoSchema = z.object({
name: z.string(),
email: z.string(),
plan: z.string(),
interests: z.array(z.string()),
demo_requested: z.boolean(),
});
const client = new Anthropic();
const response = await client.messages.parse({
model: "claude-opus-4-6",
max_tokens: 16000,
messages: [
{
role: "user",
content:
"Extract: Jane Doe ([email protected]) wants Enterprise, interested in API and SDKs, wants a demo.",
},
],
output_config: {
format: zodOutputFormat(ContactInfoSchema),
},
});
// parsed_output is null if parsing failed — assert or guard
console.log(response.parsed_output!.name); // "Jane Doe"
```
### Strict Tool Use
```typescript
const response = await client.messages.create({
model: "claude-opus-4-6",
max_tokens: 16000,
messages: [
{
role: "user",
content: "Book a flight to Tokyo for 2 passengers on March 15",
},
],
tools: [
{
name: "book_flight",
description: "Book a flight to a destination",
strict: true,
input_schema: {
type: "object",
properties: {
destination: { type: "string" },
date: { type: "string", format: "date" },
passengers: {
type: "integer",
enum: [1, 2, 3, 4, 5, 6, 7, 8],
},
},
required: ["destination", "date", "passengers"],
additionalProperties: false,
},
},
],
});
```
从任意 URL 提取干净的 Markdown 内容,包括 JS 渲染的 SPA。当用户提供 URL 并想要其内容、说"抓取"、"抓网页"、"获取页面"、"从 URL 提取"或"读取网页"时使用此 Skill。支持 JS 渲染页面、多个并发 URL,返回 LLM 优化的 Markdown。
---
name: firecrawl-scrape-cn
description: |
从任意 URL 提取干净的 Markdown 内容,包括 JS 渲染的 SPA。当用户提供 URL 并想要其内容、说"抓取"、"抓网页"、"获取页面"、"从 URL 提取"或"读取网页"时使用此 Skill。支持 JS 渲染页面、多个并发 URL,返回 LLM 优化的 Markdown。
allowed-tools:
- Bash(firecrawl *)
- Bash(npx firecrawl *)
---
# Firecrawl 网页抓取
抓取一个或多个 URL,返回干净的、LLM 优化的 Markdown。多个 URL 并发抓取。
## 使用场景
- 你有特定的 URL 并想要其内容
- 页面是静态或 JS 渲染的(SPA)
- 工作流升级模式的第 2 步:搜索 → **抓取** → 映射 → 爬取 → 交互
## 快速开始
```bash
# 基础 Markdown 提取
firecrawl scrape "<url>" -o .firecrawl/page.md
# 仅主内容,无导航/页脚
firecrawl scrape "<url>" --only-main-content -o .firecrawl/page.md
# 等待 JS 渲染后抓取
firecrawl scrape "<url>" --wait-for 3000 -o .firecrawl/page.md
# 多个 URL(每个保存到 .firecrawl/)
firecrawl scrape https://example.com https://example.com/blog https://example.com/docs
# 获取 Markdown 和链接
firecrawl scrape "<url>" --format markdown,links -o .firecrawl/page.json
# 询问页面内容的问题
firecrawl scrape "https://example.com/pricing" --query "企业版价格是多少?"
```
## 选项
| 选项 | 描述 |
| ------------------------- | ------------------------------------------ |
| `-f, --format <formats>` | 输出格式:markdown, html, rawHtml, links, screenshot, json |
| `-Q, --query <prompt>` | 询问页面内容的问题(5 积分) |
| `-H` | 在输出中包含 HTTP 头 |
| `--only-main-content` | 去除导航、页脚、侧边栏 — 仅主内容 |
| `--wait-for <ms>` | 抓取前等待 JS 渲染 |
| `--include-tags <tags>` | 仅包含这些 HTML 标签 |
| `--exclude-tags <tags>` | 排除这些 HTML 标签 |
| `-o, --output <path>` | 输出文件路径 |
## 提示
- **优先使用普通抓取而非 `--query`。** 抓取到文件,然后用 `grep`、`head` 或直接读取 Markdown — 你可以自己搜索和推理完整内容。仅当你想要单个目标答案而不保存页面时使用 `--query`(额外消耗 5 积分)。
- **先尝试抓取再交互。** 抓取可以处理静态页面和 JS 渲染的 SPA。仅在需要交互(点击、表单填充、分页)时升级到 `interact`。
- 多个 URL 并发抓取 — 用 `firecrawl --status` 查看你的并发限制。
- 单格式输出原始内容。多格式(如 `--format markdown,links`)输出 JSON。
- 始终引用 URL — shell 会将 `?` 和 `&` 解释为特殊字符。
- 命名约定:`.firecrawl/{site}-{path}.md`
## 另见
- [firecrawl-search](../firecrawl-search/SKILL.md) — 当你没有 URL 时查找页面
- [firecrawl-browser](../firecrawl-browser/SKILL.md) — 当抓取无法获取内容时,用 `interact` 点击、填充表单等
- [firecrawl-download](../firecrawl-download/SKILL.md) — 批量下载整个站点到本地文件
---
**中文翻译版** | 原版:firecrawl-scrape
version: "1.0.0"
Toolkit for interacting with and testing local web applications using Playwright. Supports verifying frontend functionality, debugging UI behavior, capturing...
---
name: webapp-testing
description: Toolkit for interacting with and testing local web applications using Playwright. Supports verifying frontend functionality, debugging UI behavior, capturing browser screenshots, and viewing browser logs.
license: Complete terms in LICENSE.txt
---
# Web Application Testing
To test local web applications, write native Python Playwright scripts.
**Helper Scripts Available**:
- `scripts/with_server.py` - Manages server lifecycle (supports multiple servers)
**Always run scripts with `--help` first** to see usage. DO NOT read the source until you try running the script first and find that a customized solution is abslutely necessary. These scripts can be very large and thus pollute your context window. They exist to be called directly as black-box scripts rather than ingested into your context window.
## Decision Tree: Choosing Your Approach
```
User task → Is it static HTML?
├─ Yes → Read HTML file directly to identify selectors
│ ├─ Success → Write Playwright script using selectors
│ └─ Fails/Incomplete → Treat as dynamic (below)
│
└─ No (dynamic webapp) → Is the server already running?
├─ No → Run: python scripts/with_server.py --help
│ Then use the helper + write simplified Playwright script
│
└─ Yes → Reconnaissance-then-action:
1. Navigate and wait for networkidle
2. Take screenshot or inspect DOM
3. Identify selectors from rendered state
4. Execute actions with discovered selectors
```
## Example: Using with_server.py
To start a server, run `--help` first, then use the helper:
**Single server:**
```bash
python scripts/with_server.py --server "npm run dev" --port 5173 -- python your_automation.py
```
**Multiple servers (e.g., backend + frontend):**
```bash
python scripts/with_server.py \
--server "cd backend && python server.py" --port 3000 \
--server "cd frontend && npm run dev" --port 5173 \
-- python your_automation.py
```
To create an automation script, include only Playwright logic (servers are managed automatically):
```python
from playwright.sync_api import sync_playwright
with sync_playwright() as p:
browser = p.chromium.launch(headless=True) # Always launch chromium in headless mode
page = browser.new_page()
page.goto('http://localhost:5173') # Server already running and ready
page.wait_for_load_state('networkidle') # CRITICAL: Wait for JS to execute
# ... your automation logic
browser.close()
```
## Reconnaissance-Then-Action Pattern
1. **Inspect rendered DOM**:
```python
page.screenshot(path='/tmp/inspect.png', full_page=True)
content = page.content()
page.locator('button').all()
```
2. **Identify selectors** from inspection results
3. **Execute actions** using discovered selectors
## Common Pitfall
❌ **Don't** inspect the DOM before waiting for `networkidle` on dynamic apps
✅ **Do** wait for `page.wait_for_load_state('networkidle')` before inspection
## Best Practices
- **Use bundled scripts as black boxes** - To accomplish a task, consider whether one of the scripts available in `scripts/` can help. These scripts handle common, complex workflows reliably without cluttering the context window. Use `--help` to see usage, then invoke directly.
- Use `sync_playwright()` for synchronous scripts
- Always close the browser when done
- Use descriptive selectors: `text=`, `role=`, CSS selectors, or IDs
- Add appropriate waits: `page.wait_for_selector()` or `page.wait_for_timeout()`
## Reference Files
- **examples/** - Examples showing common patterns:
- `element_discovery.py` - Discovering buttons, links, and inputs on a page
- `static_html_automation.py` - Using file:// URLs for local HTML
- `console_logging.py` - Capturing console logs during automation
FILE:LICENSE.txt
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unless required by applicable law (such as deliberate and grossly
negligent acts) or agreed to in writing, shall any Contributor be
liable to You for damages, including any direct, indirect, special,
incidental, or consequential damages of any character arising as a
result of this License or out of the use or inability to use the
Work (including but not limited to damages for loss of goodwill,
work stoppage, computer failure or malfunction, or any and all
other commercial damages or losses), even if such Contributor
has been advised of the possibility of such damages.
9. Accepting Warranty or Additional Liability. While redistributing
the Work or Derivative Works thereof, You may choose to offer,
and charge a fee for, acceptance of support, warranty, indemnity,
or other liability obligations and/or rights consistent with this
License. However, in accepting such obligations, You may act only
on Your own behalf and on Your sole responsibility, not on behalf
of any other Contributor, and only if You agree to indemnify,
defend, and hold each Contributor harmless for any liability
incurred by, or claims asserted against, such Contributor by reason
of your accepting any such warranty or additional liability.
END OF TERMS AND CONDITIONS
APPENDIX: How to apply the Apache License to your work.
To apply the Apache License to your work, attach the following
boilerplate notice, with the fields enclosed by brackets "[]"
replaced with your own identifying information. (Don't include
the brackets!) The text should be enclosed in the appropriate
comment syntax for the file format. We also recommend that a
file or class name and description of purpose be included on the
same "printed page" as the copyright notice for easier
identification within third-party archives.
Copyright [yyyy] [name of copyright owner]
Licensed under the Apache License, Version 2.0 (the "License");
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Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.
FILE:examples/console_logging.py
from playwright.sync_api import sync_playwright
# Example: Capturing console logs during browser automation
url = 'http://localhost:5173' # Replace with your URL
console_logs = []
with sync_playwright() as p:
browser = p.chromium.launch(headless=True)
page = browser.new_page(viewport={'width': 1920, 'height': 1080})
# Set up console log capture
def handle_console_message(msg):
console_logs.append(f"[{msg.type}] {msg.text}")
print(f"Console: [{msg.type}] {msg.text}")
page.on("console", handle_console_message)
# Navigate to page
page.goto(url)
page.wait_for_load_state('networkidle')
# Interact with the page (triggers console logs)
page.click('text=Dashboard')
page.wait_for_timeout(1000)
browser.close()
# Save console logs to file
with open('/mnt/user-data/outputs/console.log', 'w') as f:
f.write('\n'.join(console_logs))
print(f"\nCaptured {len(console_logs)} console messages")
print(f"Logs saved to: /mnt/user-data/outputs/console.log")
FILE:examples/element_discovery.py
from playwright.sync_api import sync_playwright
# Example: Discovering buttons and other elements on a page
with sync_playwright() as p:
browser = p.chromium.launch(headless=True)
page = browser.new_page()
# Navigate to page and wait for it to fully load
page.goto('http://localhost:5173')
page.wait_for_load_state('networkidle')
# Discover all buttons on the page
buttons = page.locator('button').all()
print(f"Found {len(buttons)} buttons:")
for i, button in enumerate(buttons):
text = button.inner_text() if button.is_visible() else "[hidden]"
print(f" [{i}] {text}")
# Discover links
links = page.locator('a[href]').all()
print(f"\nFound {len(links)} links:")
for link in links[:5]: # Show first 5
text = link.inner_text().strip()
href = link.get_attribute('href')
print(f" - {text} -> {href}")
# Discover input fields
inputs = page.locator('input, textarea, select').all()
print(f"\nFound {len(inputs)} input fields:")
for input_elem in inputs:
name = input_elem.get_attribute('name') or input_elem.get_attribute('id') or "[unnamed]"
input_type = input_elem.get_attribute('type') or 'text'
print(f" - {name} ({input_type})")
# Take screenshot for visual reference
page.screenshot(path='/tmp/page_discovery.png', full_page=True)
print("\nScreenshot saved to /tmp/page_discovery.png")
browser.close()
FILE:examples/static_html_automation.py
from playwright.sync_api import sync_playwright
import os
# Example: Automating interaction with static HTML files using file:// URLs
html_file_path = os.path.abspath('path/to/your/file.html')
file_url = f'file://{html_file_path}'
with sync_playwright() as p:
browser = p.chromium.launch(headless=True)
page = browser.new_page(viewport={'width': 1920, 'height': 1080})
# Navigate to local HTML file
page.goto(file_url)
# Take screenshot
page.screenshot(path='/mnt/user-data/outputs/static_page.png', full_page=True)
# Interact with elements
page.click('text=Click Me')
page.fill('#name', 'John Doe')
page.fill('#email', '[email protected]')
# Submit form
page.click('button[type="submit"]')
page.wait_for_timeout(500)
# Take final screenshot
page.screenshot(path='/mnt/user-data/outputs/after_submit.png', full_page=True)
browser.close()
print("Static HTML automation completed!")
FILE:scripts/with_server.py
#!/usr/bin/env python3
"""
Start one or more servers, wait for them to be ready, run a command, then clean up.
Usage:
# Single server
python scripts/with_server.py --server "npm run dev" --port 5173 -- python automation.py
python scripts/with_server.py --server "npm start" --port 3000 -- python test.py
# Multiple servers
python scripts/with_server.py \
--server "cd backend && python server.py" --port 3000 \
--server "cd frontend && npm run dev" --port 5173 \
-- python test.py
"""
import subprocess
import socket
import time
import sys
import argparse
def is_server_ready(port, timeout=30):
"""Wait for server to be ready by polling the port."""
start_time = time.time()
while time.time() - start_time < timeout:
try:
with socket.create_connection(('localhost', port), timeout=1):
return True
except (socket.error, ConnectionRefusedError):
time.sleep(0.5)
return False
def main():
parser = argparse.ArgumentParser(description='Run command with one or more servers')
parser.add_argument('--server', action='append', dest='servers', required=True, help='Server command (can be repeated)')
parser.add_argument('--port', action='append', dest='ports', type=int, required=True, help='Port for each server (must match --server count)')
parser.add_argument('--timeout', type=int, default=30, help='Timeout in seconds per server (default: 30)')
parser.add_argument('command', nargs=argparse.REMAINDER, help='Command to run after server(s) ready')
args = parser.parse_args()
# Remove the '--' separator if present
if args.command and args.command[0] == '--':
args.command = args.command[1:]
if not args.command:
print("Error: No command specified to run")
sys.exit(1)
# Parse server configurations
if len(args.servers) != len(args.ports):
print("Error: Number of --server and --port arguments must match")
sys.exit(1)
servers = []
for cmd, port in zip(args.servers, args.ports):
servers.append({'cmd': cmd, 'port': port})
server_processes = []
try:
# Start all servers
for i, server in enumerate(servers):
print(f"Starting server {i+1}/{len(servers)}: {server['cmd']}")
# Use shell=True to support commands with cd and &&
process = subprocess.Popen(
server['cmd'],
shell=True,
stdout=subprocess.PIPE,
stderr=subprocess.PIPE
)
server_processes.append(process)
# Wait for this server to be ready
print(f"Waiting for server on port {server['port']}...")
if not is_server_ready(server['port'], timeout=args.timeout):
raise RuntimeError(f"Server failed to start on port {server['port']} within {args.timeout}s")
print(f"Server ready on port {server['port']}")
print(f"\nAll {len(servers)} server(s) ready")
# Run the command
print(f"Running: {' '.join(args.command)}\n")
result = subprocess.run(args.command)
sys.exit(result.returncode)
finally:
# Clean up all servers
print(f"\nStopping {len(server_processes)} server(s)...")
for i, process in enumerate(server_processes):
try:
process.terminate()
process.wait(timeout=5)
except subprocess.TimeoutExpired:
process.kill()
process.wait()
print(f"Server {i+1} stopped")
print("All servers stopped")
if __name__ == '__main__':
main()Guide for creating high-quality MCP (Model Context Protocol) servers that enable LLMs to interact with external services through well-designed tools. Use whe...
---
name: mcp-builder
description: Guide for creating high-quality MCP (Model Context Protocol) servers that enable LLMs to interact with external services through well-designed tools. Use when building MCP servers to integrate external APIs or services, whether in Python (FastMCP) or Node/TypeScript (MCP SDK).
license: Complete terms in LICENSE.txt
---
# MCP Server Development Guide
## Overview
Create MCP (Model Context Protocol) servers that enable LLMs to interact with external services through well-designed tools. The quality of an MCP server is measured by how well it enables LLMs to accomplish real-world tasks.
---
# Process
## 🚀 High-Level Workflow
Creating a high-quality MCP server involves four main phases:
### Phase 1: Deep Research and Planning
#### 1.1 Understand Modern MCP Design
**API Coverage vs. Workflow Tools:**
Balance comprehensive API endpoint coverage with specialized workflow tools. Workflow tools can be more convenient for specific tasks, while comprehensive coverage gives agents flexibility to compose operations. Performance varies by client—some clients benefit from code execution that combines basic tools, while others work better with higher-level workflows. When uncertain, prioritize comprehensive API coverage.
**Tool Naming and Discoverability:**
Clear, descriptive tool names help agents find the right tools quickly. Use consistent prefixes (e.g., `github_create_issue`, `github_list_repos`) and action-oriented naming.
**Context Management:**
Agents benefit from concise tool descriptions and the ability to filter/paginate results. Design tools that return focused, relevant data. Some clients support code execution which can help agents filter and process data efficiently.
**Actionable Error Messages:**
Error messages should guide agents toward solutions with specific suggestions and next steps.
#### 1.2 Study MCP Protocol Documentation
**Navigate the MCP specification:**
Start with the sitemap to find relevant pages: `https://modelcontextprotocol.io/sitemap.xml`
Then fetch specific pages with `.md` suffix for markdown format (e.g., `https://modelcontextprotocol.io/specification/draft.md`).
Key pages to review:
- Specification overview and architecture
- Transport mechanisms (streamable HTTP, stdio)
- Tool, resource, and prompt definitions
#### 1.3 Study Framework Documentation
**Recommended stack:**
- **Language**: TypeScript (high-quality SDK support and good compatibility in many execution environments e.g. MCPB. Plus AI models are good at generating TypeScript code, benefiting from its broad usage, static typing and good linting tools)
- **Transport**: Streamable HTTP for remote servers, using stateless JSON (simpler to scale and maintain, as opposed to stateful sessions and streaming responses). stdio for local servers.
**Load framework documentation:**
- **MCP Best Practices**: [📋 View Best Practices](./reference/mcp_best_practices.md) - Core guidelines
**For TypeScript (recommended):**
- **TypeScript SDK**: Use WebFetch to load `https://raw.githubusercontent.com/modelcontextprotocol/typescript-sdk/main/README.md`
- [⚡ TypeScript Guide](./reference/node_mcp_server.md) - TypeScript patterns and examples
**For Python:**
- **Python SDK**: Use WebFetch to load `https://raw.githubusercontent.com/modelcontextprotocol/python-sdk/main/README.md`
- [🐍 Python Guide](./reference/python_mcp_server.md) - Python patterns and examples
#### 1.4 Plan Your Implementation
**Understand the API:**
Review the service's API documentation to identify key endpoints, authentication requirements, and data models. Use web search and WebFetch as needed.
**Tool Selection:**
Prioritize comprehensive API coverage. List endpoints to implement, starting with the most common operations.
---
### Phase 2: Implementation
#### 2.1 Set Up Project Structure
See language-specific guides for project setup:
- [⚡ TypeScript Guide](./reference/node_mcp_server.md) - Project structure, package.json, tsconfig.json
- [🐍 Python Guide](./reference/python_mcp_server.md) - Module organization, dependencies
#### 2.2 Implement Core Infrastructure
Create shared utilities:
- API client with authentication
- Error handling helpers
- Response formatting (JSON/Markdown)
- Pagination support
#### 2.3 Implement Tools
For each tool:
**Input Schema:**
- Use Zod (TypeScript) or Pydantic (Python)
- Include constraints and clear descriptions
- Add examples in field descriptions
**Output Schema:**
- Define `outputSchema` where possible for structured data
- Use `structuredContent` in tool responses (TypeScript SDK feature)
- Helps clients understand and process tool outputs
**Tool Description:**
- Concise summary of functionality
- Parameter descriptions
- Return type schema
**Implementation:**
- Async/await for I/O operations
- Proper error handling with actionable messages
- Support pagination where applicable
- Return both text content and structured data when using modern SDKs
**Annotations:**
- `readOnlyHint`: true/false
- `destructiveHint`: true/false
- `idempotentHint`: true/false
- `openWorldHint`: true/false
---
### Phase 3: Review and Test
#### 3.1 Code Quality
Review for:
- No duplicated code (DRY principle)
- Consistent error handling
- Full type coverage
- Clear tool descriptions
#### 3.2 Build and Test
**TypeScript:**
- Run `npm run build` to verify compilation
- Test with MCP Inspector: `npx @modelcontextprotocol/inspector`
**Python:**
- Verify syntax: `python -m py_compile your_server.py`
- Test with MCP Inspector
See language-specific guides for detailed testing approaches and quality checklists.
---
### Phase 4: Create Evaluations
After implementing your MCP server, create comprehensive evaluations to test its effectiveness.
**Load [✅ Evaluation Guide](./reference/evaluation.md) for complete evaluation guidelines.**
#### 4.1 Understand Evaluation Purpose
Use evaluations to test whether LLMs can effectively use your MCP server to answer realistic, complex questions.
#### 4.2 Create 10 Evaluation Questions
To create effective evaluations, follow the process outlined in the evaluation guide:
1. **Tool Inspection**: List available tools and understand their capabilities
2. **Content Exploration**: Use READ-ONLY operations to explore available data
3. **Question Generation**: Create 10 complex, realistic questions
4. **Answer Verification**: Solve each question yourself to verify answers
#### 4.3 Evaluation Requirements
Ensure each question is:
- **Independent**: Not dependent on other questions
- **Read-only**: Only non-destructive operations required
- **Complex**: Requiring multiple tool calls and deep exploration
- **Realistic**: Based on real use cases humans would care about
- **Verifiable**: Single, clear answer that can be verified by string comparison
- **Stable**: Answer won't change over time
#### 4.4 Output Format
Create an XML file with this structure:
```xml
<evaluation>
<qa_pair>
<question>Find discussions about AI model launches with animal codenames. One model needed a specific safety designation that uses the format ASL-X. What number X was being determined for the model named after a spotted wild cat?</question>
<answer>3</answer>
</qa_pair>
<!-- More qa_pairs... -->
</evaluation>
```
---
# Reference Files
## 📚 Documentation Library
Load these resources as needed during development:
### Core MCP Documentation (Load First)
- **MCP Protocol**: Start with sitemap at `https://modelcontextprotocol.io/sitemap.xml`, then fetch specific pages with `.md` suffix
- [📋 MCP Best Practices](./reference/mcp_best_practices.md) - Universal MCP guidelines including:
- Server and tool naming conventions
- Response format guidelines (JSON vs Markdown)
- Pagination best practices
- Transport selection (streamable HTTP vs stdio)
- Security and error handling standards
### SDK Documentation (Load During Phase 1/2)
- **Python SDK**: Fetch from `https://raw.githubusercontent.com/modelcontextprotocol/python-sdk/main/README.md`
- **TypeScript SDK**: Fetch from `https://raw.githubusercontent.com/modelcontextprotocol/typescript-sdk/main/README.md`
### Language-Specific Implementation Guides (Load During Phase 2)
- [🐍 Python Implementation Guide](./reference/python_mcp_server.md) - Complete Python/FastMCP guide with:
- Server initialization patterns
- Pydantic model examples
- Tool registration with `@mcp.tool`
- Complete working examples
- Quality checklist
- [⚡ TypeScript Implementation Guide](./reference/node_mcp_server.md) - Complete TypeScript guide with:
- Project structure
- Zod schema patterns
- Tool registration with `server.registerTool`
- Complete working examples
- Quality checklist
### Evaluation Guide (Load During Phase 4)
- [✅ Evaluation Guide](./reference/evaluation.md) - Complete evaluation creation guide with:
- Question creation guidelines
- Answer verification strategies
- XML format specifications
- Example questions and answers
- Running an evaluation with the provided scripts
FILE:LICENSE.txt
Apache License
Version 2.0, January 2004
http://www.apache.org/licenses/
TERMS AND CONDITIONS FOR USE, REPRODUCTION, AND DISTRIBUTION
1. Definitions.
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8. Limitation of Liability. In no event and under no legal theory,
whether in tort (including negligence), contract, or otherwise,
unless required by applicable law (such as deliberate and grossly
negligent acts) or agreed to in writing, shall any Contributor be
liable to You for damages, including any direct, indirect, special,
incidental, or consequential damages of any character arising as a
result of this License or out of the use or inability to use the
Work (including but not limited to damages for loss of goodwill,
work stoppage, computer failure or malfunction, or any and all
other commercial damages or losses), even if such Contributor
has been advised of the possibility of such damages.
9. Accepting Warranty or Additional Liability. While redistributing
the Work or Derivative Works thereof, You may choose to offer,
and charge a fee for, acceptance of support, warranty, indemnity,
or other liability obligations and/or rights consistent with this
License. However, in accepting such obligations, You may act only
on Your own behalf and on Your sole responsibility, not on behalf
of any other Contributor, and only if You agree to indemnify,
defend, and hold each Contributor harmless for any liability
incurred by, or claims asserted against, such Contributor by reason
of your accepting any such warranty or additional liability.
END OF TERMS AND CONDITIONS
APPENDIX: How to apply the Apache License to your work.
To apply the Apache License to your work, attach the following
boilerplate notice, with the fields enclosed by brackets "[]"
replaced with your own identifying information. (Don't include
the brackets!) The text should be enclosed in the appropriate
comment syntax for the file format. We also recommend that a
file or class name and description of purpose be included on the
same "printed page" as the copyright notice for easier
identification within third-party archives.
Copyright [yyyy] [name of copyright owner]
Licensed under the Apache License, Version 2.0 (the "License");
you may not use this file except in compliance with the License.
You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.
FILE:reference/evaluation.md
# MCP Server Evaluation Guide
## Overview
This document provides guidance on creating comprehensive evaluations for MCP servers. Evaluations test whether LLMs can effectively use your MCP server to answer realistic, complex questions using only the tools provided.
---
## Quick Reference
### Evaluation Requirements
- Create 10 human-readable questions
- Questions must be READ-ONLY, INDEPENDENT, NON-DESTRUCTIVE
- Each question requires multiple tool calls (potentially dozens)
- Answers must be single, verifiable values
- Answers must be STABLE (won't change over time)
### Output Format
```xml
<evaluation>
<qa_pair>
<question>Your question here</question>
<answer>Single verifiable answer</answer>
</qa_pair>
</evaluation>
```
---
## Purpose of Evaluations
The measure of quality of an MCP server is NOT how well or comprehensively the server implements tools, but how well these implementations (input/output schemas, docstrings/descriptions, functionality) enable LLMs with no other context and access ONLY to the MCP servers to answer realistic and difficult questions.
## Evaluation Overview
Create 10 human-readable questions requiring ONLY READ-ONLY, INDEPENDENT, NON-DESTRUCTIVE, and IDEMPOTENT operations to answer. Each question should be:
- Realistic
- Clear and concise
- Unambiguous
- Complex, requiring potentially dozens of tool calls or steps
- Answerable with a single, verifiable value that you identify in advance
## Question Guidelines
### Core Requirements
1. **Questions MUST be independent**
- Each question should NOT depend on the answer to any other question
- Should not assume prior write operations from processing another question
2. **Questions MUST require ONLY NON-DESTRUCTIVE AND IDEMPOTENT tool use**
- Should not instruct or require modifying state to arrive at the correct answer
3. **Questions must be REALISTIC, CLEAR, CONCISE, and COMPLEX**
- Must require another LLM to use multiple (potentially dozens of) tools or steps to answer
### Complexity and Depth
4. **Questions must require deep exploration**
- Consider multi-hop questions requiring multiple sub-questions and sequential tool calls
- Each step should benefit from information found in previous questions
5. **Questions may require extensive paging**
- May need paging through multiple pages of results
- May require querying old data (1-2 years out-of-date) to find niche information
- The questions must be DIFFICULT
6. **Questions must require deep understanding**
- Rather than surface-level knowledge
- May pose complex ideas as True/False questions requiring evidence
- May use multiple-choice format where LLM must search different hypotheses
7. **Questions must not be solvable with straightforward keyword search**
- Do not include specific keywords from the target content
- Use synonyms, related concepts, or paraphrases
- Require multiple searches, analyzing multiple related items, extracting context, then deriving the answer
### Tool Testing
8. **Questions should stress-test tool return values**
- May elicit tools returning large JSON objects or lists, overwhelming the LLM
- Should require understanding multiple modalities of data:
- IDs and names
- Timestamps and datetimes (months, days, years, seconds)
- File IDs, names, extensions, and mimetypes
- URLs, GIDs, etc.
- Should probe the tool's ability to return all useful forms of data
9. **Questions should MOSTLY reflect real human use cases**
- The kinds of information retrieval tasks that HUMANS assisted by an LLM would care about
10. **Questions may require dozens of tool calls**
- This challenges LLMs with limited context
- Encourages MCP server tools to reduce information returned
11. **Include ambiguous questions**
- May be ambiguous OR require difficult decisions on which tools to call
- Force the LLM to potentially make mistakes or misinterpret
- Ensure that despite AMBIGUITY, there is STILL A SINGLE VERIFIABLE ANSWER
### Stability
12. **Questions must be designed so the answer DOES NOT CHANGE**
- Do not ask questions that rely on "current state" which is dynamic
- For example, do not count:
- Number of reactions to a post
- Number of replies to a thread
- Number of members in a channel
13. **DO NOT let the MCP server RESTRICT the kinds of questions you create**
- Create challenging and complex questions
- Some may not be solvable with the available MCP server tools
- Questions may require specific output formats (datetime vs. epoch time, JSON vs. MARKDOWN)
- Questions may require dozens of tool calls to complete
## Answer Guidelines
### Verification
1. **Answers must be VERIFIABLE via direct string comparison**
- If the answer can be re-written in many formats, clearly specify the output format in the QUESTION
- Examples: "Use YYYY/MM/DD.", "Respond True or False.", "Answer A, B, C, or D and nothing else."
- Answer should be a single VERIFIABLE value such as:
- User ID, user name, display name, first name, last name
- Channel ID, channel name
- Message ID, string
- URL, title
- Numerical quantity
- Timestamp, datetime
- Boolean (for True/False questions)
- Email address, phone number
- File ID, file name, file extension
- Multiple choice answer
- Answers must not require special formatting or complex, structured output
- Answer will be verified using DIRECT STRING COMPARISON
### Readability
2. **Answers should generally prefer HUMAN-READABLE formats**
- Examples: names, first name, last name, datetime, file name, message string, URL, yes/no, true/false, a/b/c/d
- Rather than opaque IDs (though IDs are acceptable)
- The VAST MAJORITY of answers should be human-readable
### Stability
3. **Answers must be STABLE/STATIONARY**
- Look at old content (e.g., conversations that have ended, projects that have launched, questions answered)
- Create QUESTIONS based on "closed" concepts that will always return the same answer
- Questions may ask to consider a fixed time window to insulate from non-stationary answers
- Rely on context UNLIKELY to change
- Example: if finding a paper name, be SPECIFIC enough so answer is not confused with papers published later
4. **Answers must be CLEAR and UNAMBIGUOUS**
- Questions must be designed so there is a single, clear answer
- Answer can be derived from using the MCP server tools
### Diversity
5. **Answers must be DIVERSE**
- Answer should be a single VERIFIABLE value in diverse modalities and formats
- User concept: user ID, user name, display name, first name, last name, email address, phone number
- Channel concept: channel ID, channel name, channel topic
- Message concept: message ID, message string, timestamp, month, day, year
6. **Answers must NOT be complex structures**
- Not a list of values
- Not a complex object
- Not a list of IDs or strings
- Not natural language text
- UNLESS the answer can be straightforwardly verified using DIRECT STRING COMPARISON
- And can be realistically reproduced
- It should be unlikely that an LLM would return the same list in any other order or format
## Evaluation Process
### Step 1: Documentation Inspection
Read the documentation of the target API to understand:
- Available endpoints and functionality
- If ambiguity exists, fetch additional information from the web
- Parallelize this step AS MUCH AS POSSIBLE
- Ensure each subagent is ONLY examining documentation from the file system or on the web
### Step 2: Tool Inspection
List the tools available in the MCP server:
- Inspect the MCP server directly
- Understand input/output schemas, docstrings, and descriptions
- WITHOUT calling the tools themselves at this stage
### Step 3: Developing Understanding
Repeat steps 1 & 2 until you have a good understanding:
- Iterate multiple times
- Think about the kinds of tasks you want to create
- Refine your understanding
- At NO stage should you READ the code of the MCP server implementation itself
- Use your intuition and understanding to create reasonable, realistic, but VERY challenging tasks
### Step 4: Read-Only Content Inspection
After understanding the API and tools, USE the MCP server tools:
- Inspect content using READ-ONLY and NON-DESTRUCTIVE operations ONLY
- Goal: identify specific content (e.g., users, channels, messages, projects, tasks) for creating realistic questions
- Should NOT call any tools that modify state
- Will NOT read the code of the MCP server implementation itself
- Parallelize this step with individual sub-agents pursuing independent explorations
- Ensure each subagent is only performing READ-ONLY, NON-DESTRUCTIVE, and IDEMPOTENT operations
- BE CAREFUL: SOME TOOLS may return LOTS OF DATA which would cause you to run out of CONTEXT
- Make INCREMENTAL, SMALL, AND TARGETED tool calls for exploration
- In all tool call requests, use the `limit` parameter to limit results (<10)
- Use pagination
### Step 5: Task Generation
After inspecting the content, create 10 human-readable questions:
- An LLM should be able to answer these with the MCP server
- Follow all question and answer guidelines above
## Output Format
Each QA pair consists of a question and an answer. The output should be an XML file with this structure:
```xml
<evaluation>
<qa_pair>
<question>Find the project created in Q2 2024 with the highest number of completed tasks. What is the project name?</question>
<answer>Website Redesign</answer>
</qa_pair>
<qa_pair>
<question>Search for issues labeled as "bug" that were closed in March 2024. Which user closed the most issues? Provide their username.</question>
<answer>sarah_dev</answer>
</qa_pair>
<qa_pair>
<question>Look for pull requests that modified files in the /api directory and were merged between January 1 and January 31, 2024. How many different contributors worked on these PRs?</question>
<answer>7</answer>
</qa_pair>
<qa_pair>
<question>Find the repository with the most stars that was created before 2023. What is the repository name?</question>
<answer>data-pipeline</answer>
</qa_pair>
</evaluation>
```
## Evaluation Examples
### Good Questions
**Example 1: Multi-hop question requiring deep exploration (GitHub MCP)**
```xml
<qa_pair>
<question>Find the repository that was archived in Q3 2023 and had previously been the most forked project in the organization. What was the primary programming language used in that repository?</question>
<answer>Python</answer>
</qa_pair>
```
This question is good because:
- Requires multiple searches to find archived repositories
- Needs to identify which had the most forks before archival
- Requires examining repository details for the language
- Answer is a simple, verifiable value
- Based on historical (closed) data that won't change
**Example 2: Requires understanding context without keyword matching (Project Management MCP)**
```xml
<qa_pair>
<question>Locate the initiative focused on improving customer onboarding that was completed in late 2023. The project lead created a retrospective document after completion. What was the lead's role title at that time?</question>
<answer>Product Manager</answer>
</qa_pair>
```
This question is good because:
- Doesn't use specific project name ("initiative focused on improving customer onboarding")
- Requires finding completed projects from specific timeframe
- Needs to identify the project lead and their role
- Requires understanding context from retrospective documents
- Answer is human-readable and stable
- Based on completed work (won't change)
**Example 3: Complex aggregation requiring multiple steps (Issue Tracker MCP)**
```xml
<qa_pair>
<question>Among all bugs reported in January 2024 that were marked as critical priority, which assignee resolved the highest percentage of their assigned bugs within 48 hours? Provide the assignee's username.</question>
<answer>alex_eng</answer>
</qa_pair>
```
This question is good because:
- Requires filtering bugs by date, priority, and status
- Needs to group by assignee and calculate resolution rates
- Requires understanding timestamps to determine 48-hour windows
- Tests pagination (potentially many bugs to process)
- Answer is a single username
- Based on historical data from specific time period
**Example 4: Requires synthesis across multiple data types (CRM MCP)**
```xml
<qa_pair>
<question>Find the account that upgraded from the Starter to Enterprise plan in Q4 2023 and had the highest annual contract value. What industry does this account operate in?</question>
<answer>Healthcare</answer>
</qa_pair>
```
This question is good because:
- Requires understanding subscription tier changes
- Needs to identify upgrade events in specific timeframe
- Requires comparing contract values
- Must access account industry information
- Answer is simple and verifiable
- Based on completed historical transactions
### Poor Questions
**Example 1: Answer changes over time**
```xml
<qa_pair>
<question>How many open issues are currently assigned to the engineering team?</question>
<answer>47</answer>
</qa_pair>
```
This question is poor because:
- The answer will change as issues are created, closed, or reassigned
- Not based on stable/stationary data
- Relies on "current state" which is dynamic
**Example 2: Too easy with keyword search**
```xml
<qa_pair>
<question>Find the pull request with title "Add authentication feature" and tell me who created it.</question>
<answer>developer123</answer>
</qa_pair>
```
This question is poor because:
- Can be solved with a straightforward keyword search for exact title
- Doesn't require deep exploration or understanding
- No synthesis or analysis needed
**Example 3: Ambiguous answer format**
```xml
<qa_pair>
<question>List all the repositories that have Python as their primary language.</question>
<answer>repo1, repo2, repo3, data-pipeline, ml-tools</answer>
</qa_pair>
```
This question is poor because:
- Answer is a list that could be returned in any order
- Difficult to verify with direct string comparison
- LLM might format differently (JSON array, comma-separated, newline-separated)
- Better to ask for a specific aggregate (count) or superlative (most stars)
## Verification Process
After creating evaluations:
1. **Examine the XML file** to understand the schema
2. **Load each task instruction** and in parallel using the MCP server and tools, identify the correct answer by attempting to solve the task YOURSELF
3. **Flag any operations** that require WRITE or DESTRUCTIVE operations
4. **Accumulate all CORRECT answers** and replace any incorrect answers in the document
5. **Remove any `<qa_pair>`** that require WRITE or DESTRUCTIVE operations
Remember to parallelize solving tasks to avoid running out of context, then accumulate all answers and make changes to the file at the end.
## Tips for Creating Quality Evaluations
1. **Think Hard and Plan Ahead** before generating tasks
2. **Parallelize Where Opportunity Arises** to speed up the process and manage context
3. **Focus on Realistic Use Cases** that humans would actually want to accomplish
4. **Create Challenging Questions** that test the limits of the MCP server's capabilities
5. **Ensure Stability** by using historical data and closed concepts
6. **Verify Answers** by solving the questions yourself using the MCP server tools
7. **Iterate and Refine** based on what you learn during the process
---
# Running Evaluations
After creating your evaluation file, you can use the provided evaluation harness to test your MCP server.
## Setup
1. **Install Dependencies**
```bash
pip install -r scripts/requirements.txt
```
Or install manually:
```bash
pip install anthropic mcp
```
2. **Set API Key**
```bash
export ANTHROPIC_API_KEY=your_api_key_here
```
## Evaluation File Format
Evaluation files use XML format with `<qa_pair>` elements:
```xml
<evaluation>
<qa_pair>
<question>Find the project created in Q2 2024 with the highest number of completed tasks. What is the project name?</question>
<answer>Website Redesign</answer>
</qa_pair>
<qa_pair>
<question>Search for issues labeled as "bug" that were closed in March 2024. Which user closed the most issues? Provide their username.</question>
<answer>sarah_dev</answer>
</qa_pair>
</evaluation>
```
## Running Evaluations
The evaluation script (`scripts/evaluation.py`) supports three transport types:
**Important:**
- **stdio transport**: The evaluation script automatically launches and manages the MCP server process for you. Do not run the server manually.
- **sse/http transports**: You must start the MCP server separately before running the evaluation. The script connects to the already-running server at the specified URL.
### 1. Local STDIO Server
For locally-run MCP servers (script launches the server automatically):
```bash
python scripts/evaluation.py \
-t stdio \
-c python \
-a my_mcp_server.py \
evaluation.xml
```
With environment variables:
```bash
python scripts/evaluation.py \
-t stdio \
-c python \
-a my_mcp_server.py \
-e API_KEY=abc123 \
-e DEBUG=true \
evaluation.xml
```
### 2. Server-Sent Events (SSE)
For SSE-based MCP servers (you must start the server first):
```bash
python scripts/evaluation.py \
-t sse \
-u https://example.com/mcp \
-H "Authorization: Bearer token123" \
-H "X-Custom-Header: value" \
evaluation.xml
```
### 3. HTTP (Streamable HTTP)
For HTTP-based MCP servers (you must start the server first):
```bash
python scripts/evaluation.py \
-t http \
-u https://example.com/mcp \
-H "Authorization: Bearer token123" \
evaluation.xml
```
## Command-Line Options
```
usage: evaluation.py [-h] [-t {stdio,sse,http}] [-m MODEL] [-c COMMAND]
[-a ARGS [ARGS ...]] [-e ENV [ENV ...]] [-u URL]
[-H HEADERS [HEADERS ...]] [-o OUTPUT]
eval_file
positional arguments:
eval_file Path to evaluation XML file
optional arguments:
-h, --help Show help message
-t, --transport Transport type: stdio, sse, or http (default: stdio)
-m, --model Claude model to use (default: claude-3-7-sonnet-20250219)
-o, --output Output file for report (default: print to stdout)
stdio options:
-c, --command Command to run MCP server (e.g., python, node)
-a, --args Arguments for the command (e.g., server.py)
-e, --env Environment variables in KEY=VALUE format
sse/http options:
-u, --url MCP server URL
-H, --header HTTP headers in 'Key: Value' format
```
## Output
The evaluation script generates a detailed report including:
- **Summary Statistics**:
- Accuracy (correct/total)
- Average task duration
- Average tool calls per task
- Total tool calls
- **Per-Task Results**:
- Prompt and expected response
- Actual response from the agent
- Whether the answer was correct (✅/❌)
- Duration and tool call details
- Agent's summary of its approach
- Agent's feedback on the tools
### Save Report to File
```bash
python scripts/evaluation.py \
-t stdio \
-c python \
-a my_server.py \
-o evaluation_report.md \
evaluation.xml
```
## Complete Example Workflow
Here's a complete example of creating and running an evaluation:
1. **Create your evaluation file** (`my_evaluation.xml`):
```xml
<evaluation>
<qa_pair>
<question>Find the user who created the most issues in January 2024. What is their username?</question>
<answer>alice_developer</answer>
</qa_pair>
<qa_pair>
<question>Among all pull requests merged in Q1 2024, which repository had the highest number? Provide the repository name.</question>
<answer>backend-api</answer>
</qa_pair>
<qa_pair>
<question>Find the project that was completed in December 2023 and had the longest duration from start to finish. How many days did it take?</question>
<answer>127</answer>
</qa_pair>
</evaluation>
```
2. **Install dependencies**:
```bash
pip install -r scripts/requirements.txt
export ANTHROPIC_API_KEY=your_api_key
```
3. **Run evaluation**:
```bash
python scripts/evaluation.py \
-t stdio \
-c python \
-a github_mcp_server.py \
-e GITHUB_TOKEN=ghp_xxx \
-o github_eval_report.md \
my_evaluation.xml
```
4. **Review the report** in `github_eval_report.md` to:
- See which questions passed/failed
- Read the agent's feedback on your tools
- Identify areas for improvement
- Iterate on your MCP server design
## Troubleshooting
### Connection Errors
If you get connection errors:
- **STDIO**: Verify the command and arguments are correct
- **SSE/HTTP**: Check the URL is accessible and headers are correct
- Ensure any required API keys are set in environment variables or headers
### Low Accuracy
If many evaluations fail:
- Review the agent's feedback for each task
- Check if tool descriptions are clear and comprehensive
- Verify input parameters are well-documented
- Consider whether tools return too much or too little data
- Ensure error messages are actionable
### Timeout Issues
If tasks are timing out:
- Use a more capable model (e.g., `claude-3-7-sonnet-20250219`)
- Check if tools are returning too much data
- Verify pagination is working correctly
- Consider simplifying complex questions
FILE:reference/mcp_best_practices.md
# MCP Server Best Practices
## Quick Reference
### Server Naming
- **Python**: `{service}_mcp` (e.g., `slack_mcp`)
- **Node/TypeScript**: `{service}-mcp-server` (e.g., `slack-mcp-server`)
### Tool Naming
- Use snake_case with service prefix
- Format: `{service}_{action}_{resource}`
- Example: `slack_send_message`, `github_create_issue`
### Response Formats
- Support both JSON and Markdown formats
- JSON for programmatic processing
- Markdown for human readability
### Pagination
- Always respect `limit` parameter
- Return `has_more`, `next_offset`, `total_count`
- Default to 20-50 items
### Transport
- **Streamable HTTP**: For remote servers, multi-client scenarios
- **stdio**: For local integrations, command-line tools
- Avoid SSE (deprecated in favor of streamable HTTP)
---
## Server Naming Conventions
Follow these standardized naming patterns:
**Python**: Use format `{service}_mcp` (lowercase with underscores)
- Examples: `slack_mcp`, `github_mcp`, `jira_mcp`
**Node/TypeScript**: Use format `{service}-mcp-server` (lowercase with hyphens)
- Examples: `slack-mcp-server`, `github-mcp-server`, `jira-mcp-server`
The name should be general, descriptive of the service being integrated, easy to infer from the task description, and without version numbers.
---
## Tool Naming and Design
### Tool Naming
1. **Use snake_case**: `search_users`, `create_project`, `get_channel_info`
2. **Include service prefix**: Anticipate that your MCP server may be used alongside other MCP servers
- Use `slack_send_message` instead of just `send_message`
- Use `github_create_issue` instead of just `create_issue`
3. **Be action-oriented**: Start with verbs (get, list, search, create, etc.)
4. **Be specific**: Avoid generic names that could conflict with other servers
### Tool Design
- Tool descriptions must narrowly and unambiguously describe functionality
- Descriptions must precisely match actual functionality
- Provide tool annotations (readOnlyHint, destructiveHint, idempotentHint, openWorldHint)
- Keep tool operations focused and atomic
---
## Response Formats
All tools that return data should support multiple formats:
### JSON Format (`response_format="json"`)
- Machine-readable structured data
- Include all available fields and metadata
- Consistent field names and types
- Use for programmatic processing
### Markdown Format (`response_format="markdown"`, typically default)
- Human-readable formatted text
- Use headers, lists, and formatting for clarity
- Convert timestamps to human-readable format
- Show display names with IDs in parentheses
- Omit verbose metadata
---
## Pagination
For tools that list resources:
- **Always respect the `limit` parameter**
- **Implement pagination**: Use `offset` or cursor-based pagination
- **Return pagination metadata**: Include `has_more`, `next_offset`/`next_cursor`, `total_count`
- **Never load all results into memory**: Especially important for large datasets
- **Default to reasonable limits**: 20-50 items is typical
Example pagination response:
```json
{
"total": 150,
"count": 20,
"offset": 0,
"items": [...],
"has_more": true,
"next_offset": 20
}
```
---
## Transport Options
### Streamable HTTP
**Best for**: Remote servers, web services, multi-client scenarios
**Characteristics**:
- Bidirectional communication over HTTP
- Supports multiple simultaneous clients
- Can be deployed as a web service
- Enables server-to-client notifications
**Use when**:
- Serving multiple clients simultaneously
- Deploying as a cloud service
- Integration with web applications
### stdio
**Best for**: Local integrations, command-line tools
**Characteristics**:
- Standard input/output stream communication
- Simple setup, no network configuration needed
- Runs as a subprocess of the client
**Use when**:
- Building tools for local development environments
- Integrating with desktop applications
- Single-user, single-session scenarios
**Note**: stdio servers should NOT log to stdout (use stderr for logging)
### Transport Selection
| Criterion | stdio | Streamable HTTP |
|-----------|-------|-----------------|
| **Deployment** | Local | Remote |
| **Clients** | Single | Multiple |
| **Complexity** | Low | Medium |
| **Real-time** | No | Yes |
---
## Security Best Practices
### Authentication and Authorization
**OAuth 2.1**:
- Use secure OAuth 2.1 with certificates from recognized authorities
- Validate access tokens before processing requests
- Only accept tokens specifically intended for your server
**API Keys**:
- Store API keys in environment variables, never in code
- Validate keys on server startup
- Provide clear error messages when authentication fails
### Input Validation
- Sanitize file paths to prevent directory traversal
- Validate URLs and external identifiers
- Check parameter sizes and ranges
- Prevent command injection in system calls
- Use schema validation (Pydantic/Zod) for all inputs
### Error Handling
- Don't expose internal errors to clients
- Log security-relevant errors server-side
- Provide helpful but not revealing error messages
- Clean up resources after errors
### DNS Rebinding Protection
For streamable HTTP servers running locally:
- Enable DNS rebinding protection
- Validate the `Origin` header on all incoming connections
- Bind to `127.0.0.1` rather than `0.0.0.0`
---
## Tool Annotations
Provide annotations to help clients understand tool behavior:
| Annotation | Type | Default | Description |
|-----------|------|---------|-------------|
| `readOnlyHint` | boolean | false | Tool does not modify its environment |
| `destructiveHint` | boolean | true | Tool may perform destructive updates |
| `idempotentHint` | boolean | false | Repeated calls with same args have no additional effect |
| `openWorldHint` | boolean | true | Tool interacts with external entities |
**Important**: Annotations are hints, not security guarantees. Clients should not make security-critical decisions based solely on annotations.
---
## Error Handling
- Use standard JSON-RPC error codes
- Report tool errors within result objects (not protocol-level errors)
- Provide helpful, specific error messages with suggested next steps
- Don't expose internal implementation details
- Clean up resources properly on errors
Example error handling:
```typescript
try {
const result = performOperation();
return { content: [{ type: "text", text: result }] };
} catch (error) {
return {
isError: true,
content: [{
type: "text",
text: `Error: error.message. Try using filter='active_only' to reduce results.`
}]
};
}
```
---
## Testing Requirements
Comprehensive testing should cover:
- **Functional testing**: Verify correct execution with valid/invalid inputs
- **Integration testing**: Test interaction with external systems
- **Security testing**: Validate auth, input sanitization, rate limiting
- **Performance testing**: Check behavior under load, timeouts
- **Error handling**: Ensure proper error reporting and cleanup
---
## Documentation Requirements
- Provide clear documentation of all tools and capabilities
- Include working examples (at least 3 per major feature)
- Document security considerations
- Specify required permissions and access levels
- Document rate limits and performance characteristics
FILE:reference/node_mcp_server.md
# Node/TypeScript MCP Server Implementation Guide
## Overview
This document provides Node/TypeScript-specific best practices and examples for implementing MCP servers using the MCP TypeScript SDK. It covers project structure, server setup, tool registration patterns, input validation with Zod, error handling, and complete working examples.
---
## Quick Reference
### Key Imports
```typescript
import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
import { StreamableHTTPServerTransport } from "@modelcontextprotocol/sdk/server/streamableHttp.js";
import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
import express from "express";
import { z } from "zod";
```
### Server Initialization
```typescript
const server = new McpServer({
name: "service-mcp-server",
version: "1.0.0"
});
```
### Tool Registration Pattern
```typescript
server.registerTool(
"tool_name",
{
title: "Tool Display Name",
description: "What the tool does",
inputSchema: { param: z.string() },
outputSchema: { result: z.string() }
},
async ({ param }) => {
const output = { result: `Processed: param` };
return {
content: [{ type: "text", text: JSON.stringify(output) }],
structuredContent: output // Modern pattern for structured data
};
}
);
```
---
## MCP TypeScript SDK
The official MCP TypeScript SDK provides:
- `McpServer` class for server initialization
- `registerTool` method for tool registration
- Zod schema integration for runtime input validation
- Type-safe tool handler implementations
**IMPORTANT - Use Modern APIs Only:**
- **DO use**: `server.registerTool()`, `server.registerResource()`, `server.registerPrompt()`
- **DO NOT use**: Old deprecated APIs such as `server.tool()`, `server.setRequestHandler(ListToolsRequestSchema, ...)`, or manual handler registration
- The `register*` methods provide better type safety, automatic schema handling, and are the recommended approach
See the MCP SDK documentation in the references for complete details.
## Server Naming Convention
Node/TypeScript MCP servers must follow this naming pattern:
- **Format**: `{service}-mcp-server` (lowercase with hyphens)
- **Examples**: `github-mcp-server`, `jira-mcp-server`, `stripe-mcp-server`
The name should be:
- General (not tied to specific features)
- Descriptive of the service/API being integrated
- Easy to infer from the task description
- Without version numbers or dates
## Project Structure
Create the following structure for Node/TypeScript MCP servers:
```
{service}-mcp-server/
├── package.json
├── tsconfig.json
├── README.md
├── src/
│ ├── index.ts # Main entry point with McpServer initialization
│ ├── types.ts # TypeScript type definitions and interfaces
│ ├── tools/ # Tool implementations (one file per domain)
│ ├── services/ # API clients and shared utilities
│ ├── schemas/ # Zod validation schemas
│ └── constants.ts # Shared constants (API_URL, CHARACTER_LIMIT, etc.)
└── dist/ # Built JavaScript files (entry point: dist/index.js)
```
## Tool Implementation
### Tool Naming
Use snake_case for tool names (e.g., "search_users", "create_project", "get_channel_info") with clear, action-oriented names.
**Avoid Naming Conflicts**: Include the service context to prevent overlaps:
- Use "slack_send_message" instead of just "send_message"
- Use "github_create_issue" instead of just "create_issue"
- Use "asana_list_tasks" instead of just "list_tasks"
### Tool Structure
Tools are registered using the `registerTool` method with the following requirements:
- Use Zod schemas for runtime input validation and type safety
- The `description` field must be explicitly provided - JSDoc comments are NOT automatically extracted
- Explicitly provide `title`, `description`, `inputSchema`, and `annotations`
- The `inputSchema` must be a Zod schema object (not a JSON schema)
- Type all parameters and return values explicitly
```typescript
import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
import { z } from "zod";
const server = new McpServer({
name: "example-mcp",
version: "1.0.0"
});
// Zod schema for input validation
const UserSearchInputSchema = z.object({
query: z.string()
.min(2, "Query must be at least 2 characters")
.max(200, "Query must not exceed 200 characters")
.describe("Search string to match against names/emails"),
limit: z.number()
.int()
.min(1)
.max(100)
.default(20)
.describe("Maximum results to return"),
offset: z.number()
.int()
.min(0)
.default(0)
.describe("Number of results to skip for pagination"),
response_format: z.nativeEnum(ResponseFormat)
.default(ResponseFormat.MARKDOWN)
.describe("Output format: 'markdown' for human-readable or 'json' for machine-readable")
}).strict();
// Type definition from Zod schema
type UserSearchInput = z.infer<typeof UserSearchInputSchema>;
server.registerTool(
"example_search_users",
{
title: "Search Example Users",
description: `Search for users in the Example system by name, email, or team.
This tool searches across all user profiles in the Example platform, supporting partial matches and various search filters. It does NOT create or modify users, only searches existing ones.
Args:
- query (string): Search string to match against names/emails
- limit (number): Maximum results to return, between 1-100 (default: 20)
- offset (number): Number of results to skip for pagination (default: 0)
- response_format ('markdown' | 'json'): Output format (default: 'markdown')
Returns:
For JSON format: Structured data with schema:
{
"total": number, // Total number of matches found
"count": number, // Number of results in this response
"offset": number, // Current pagination offset
"users": [
{
"id": string, // User ID (e.g., "U123456789")
"name": string, // Full name (e.g., "John Doe")
"email": string, // Email address
"team": string, // Team name (optional)
"active": boolean // Whether user is active
}
],
"has_more": boolean, // Whether more results are available
"next_offset": number // Offset for next page (if has_more is true)
}
Examples:
- Use when: "Find all marketing team members" -> params with query="team:marketing"
- Use when: "Search for John's account" -> params with query="john"
- Don't use when: You need to create a user (use example_create_user instead)
Error Handling:
- Returns "Error: Rate limit exceeded" if too many requests (429 status)
- Returns "No users found matching '<query>'" if search returns empty`,
inputSchema: UserSearchInputSchema,
annotations: {
readOnlyHint: true,
destructiveHint: false,
idempotentHint: true,
openWorldHint: true
}
},
async (params: UserSearchInput) => {
try {
// Input validation is handled by Zod schema
// Make API request using validated parameters
const data = await makeApiRequest<any>(
"users/search",
"GET",
undefined,
{
q: params.query,
limit: params.limit,
offset: params.offset
}
);
const users = data.users || [];
const total = data.total || 0;
if (!users.length) {
return {
content: [{
type: "text",
text: `No users found matching 'params.query'`
}]
};
}
// Prepare structured output
const output = {
total,
count: users.length,
offset: params.offset,
users: users.map((user: any) => ({
id: user.id,
name: user.name,
email: user.email,
...(user.team ? { team: user.team } : {}),
active: user.active ?? true
})),
has_more: total > params.offset + users.length,
...(total > params.offset + users.length ? {
next_offset: params.offset + users.length
} : {})
};
// Format text representation based on requested format
let textContent: string;
if (params.response_format === ResponseFormat.MARKDOWN) {
const lines = [`# User Search Results: 'params.query'`, "",
`Found total users (showing users.length)`, ""];
for (const user of users) {
lines.push(`## user.name (user.id)`);
lines.push(`- **Email**: user.email`);
if (user.team) lines.push(`- **Team**: user.team`);
lines.push("");
}
textContent = lines.join("\n");
} else {
textContent = JSON.stringify(output, null, 2);
}
return {
content: [{ type: "text", text: textContent }],
structuredContent: output // Modern pattern for structured data
};
} catch (error) {
return {
content: [{
type: "text",
text: handleApiError(error)
}]
};
}
}
);
```
## Zod Schemas for Input Validation
Zod provides runtime type validation:
```typescript
import { z } from "zod";
// Basic schema with validation
const CreateUserSchema = z.object({
name: z.string()
.min(1, "Name is required")
.max(100, "Name must not exceed 100 characters"),
email: z.string()
.email("Invalid email format"),
age: z.number()
.int("Age must be a whole number")
.min(0, "Age cannot be negative")
.max(150, "Age cannot be greater than 150")
}).strict(); // Use .strict() to forbid extra fields
// Enums
enum ResponseFormat {
MARKDOWN = "markdown",
JSON = "json"
}
const SearchSchema = z.object({
response_format: z.nativeEnum(ResponseFormat)
.default(ResponseFormat.MARKDOWN)
.describe("Output format")
});
// Optional fields with defaults
const PaginationSchema = z.object({
limit: z.number()
.int()
.min(1)
.max(100)
.default(20)
.describe("Maximum results to return"),
offset: z.number()
.int()
.min(0)
.default(0)
.describe("Number of results to skip")
});
```
## Response Format Options
Support multiple output formats for flexibility:
```typescript
enum ResponseFormat {
MARKDOWN = "markdown",
JSON = "json"
}
const inputSchema = z.object({
query: z.string(),
response_format: z.nativeEnum(ResponseFormat)
.default(ResponseFormat.MARKDOWN)
.describe("Output format: 'markdown' for human-readable or 'json' for machine-readable")
});
```
**Markdown format**:
- Use headers, lists, and formatting for clarity
- Convert timestamps to human-readable format
- Show display names with IDs in parentheses
- Omit verbose metadata
- Group related information logically
**JSON format**:
- Return complete, structured data suitable for programmatic processing
- Include all available fields and metadata
- Use consistent field names and types
## Pagination Implementation
For tools that list resources:
```typescript
const ListSchema = z.object({
limit: z.number().int().min(1).max(100).default(20),
offset: z.number().int().min(0).default(0)
});
async function listItems(params: z.infer<typeof ListSchema>) {
const data = await apiRequest(params.limit, params.offset);
const response = {
total: data.total,
count: data.items.length,
offset: params.offset,
items: data.items,
has_more: data.total > params.offset + data.items.length,
next_offset: data.total > params.offset + data.items.length
? params.offset + data.items.length
: undefined
};
return JSON.stringify(response, null, 2);
}
```
## Character Limits and Truncation
Add a CHARACTER_LIMIT constant to prevent overwhelming responses:
```typescript
// At module level in constants.ts
export const CHARACTER_LIMIT = 25000; // Maximum response size in characters
async function searchTool(params: SearchInput) {
let result = generateResponse(data);
// Check character limit and truncate if needed
if (result.length > CHARACTER_LIMIT) {
const truncatedData = data.slice(0, Math.max(1, data.length / 2));
response.data = truncatedData;
response.truncated = true;
response.truncation_message =
`Response truncated from data.length to truncatedData.length items. ` +
`Use 'offset' parameter or add filters to see more results.`;
result = JSON.stringify(response, null, 2);
}
return result;
}
```
## Error Handling
Provide clear, actionable error messages:
```typescript
import axios, { AxiosError } from "axios";
function handleApiError(error: unknown): string {
if (error instanceof AxiosError) {
if (error.response) {
switch (error.response.status) {
case 404:
return "Error: Resource not found. Please check the ID is correct.";
case 403:
return "Error: Permission denied. You don't have access to this resource.";
case 429:
return "Error: Rate limit exceeded. Please wait before making more requests.";
default:
return `Error: API request failed with status error.response.status`;
}
} else if (error.code === "ECONNABORTED") {
return "Error: Request timed out. Please try again.";
}
}
return `Error: Unexpected error occurred: String(error)`;
}
```
## Shared Utilities
Extract common functionality into reusable functions:
```typescript
// Shared API request function
async function makeApiRequest<T>(
endpoint: string,
method: "GET" | "POST" | "PUT" | "DELETE" = "GET",
data?: any,
params?: any
): Promise<T> {
try {
const response = await axios({
method,
url: `API_BASE_URL/endpoint`,
data,
params,
timeout: 30000,
headers: {
"Content-Type": "application/json",
"Accept": "application/json"
}
});
return response.data;
} catch (error) {
throw error;
}
}
```
## Async/Await Best Practices
Always use async/await for network requests and I/O operations:
```typescript
// Good: Async network request
async function fetchData(resourceId: string): Promise<ResourceData> {
const response = await axios.get(`API_URL/resource/resourceId`);
return response.data;
}
// Bad: Promise chains
function fetchData(resourceId: string): Promise<ResourceData> {
return axios.get(`API_URL/resource/resourceId`)
.then(response => response.data); // Harder to read and maintain
}
```
## TypeScript Best Practices
1. **Use Strict TypeScript**: Enable strict mode in tsconfig.json
2. **Define Interfaces**: Create clear interface definitions for all data structures
3. **Avoid `any`**: Use proper types or `unknown` instead of `any`
4. **Zod for Runtime Validation**: Use Zod schemas to validate external data
5. **Type Guards**: Create type guard functions for complex type checking
6. **Error Handling**: Always use try-catch with proper error type checking
7. **Null Safety**: Use optional chaining (`?.`) and nullish coalescing (`??`)
```typescript
// Good: Type-safe with Zod and interfaces
interface UserResponse {
id: string;
name: string;
email: string;
team?: string;
active: boolean;
}
const UserSchema = z.object({
id: z.string(),
name: z.string(),
email: z.string().email(),
team: z.string().optional(),
active: z.boolean()
});
type User = z.infer<typeof UserSchema>;
async function getUser(id: string): Promise<User> {
const data = await apiCall(`/users/id`);
return UserSchema.parse(data); // Runtime validation
}
// Bad: Using any
async function getUser(id: string): Promise<any> {
return await apiCall(`/users/id`); // No type safety
}
```
## Package Configuration
### package.json
```json
{
"name": "{service}-mcp-server",
"version": "1.0.0",
"description": "MCP server for {Service} API integration",
"type": "module",
"main": "dist/index.js",
"scripts": {
"start": "node dist/index.js",
"dev": "tsx watch src/index.ts",
"build": "tsc",
"clean": "rm -rf dist"
},
"engines": {
"node": ">=18"
},
"dependencies": {
"@modelcontextprotocol/sdk": "^1.6.1",
"axios": "^1.7.9",
"zod": "^3.23.8"
},
"devDependencies": {
"@types/node": "^22.10.0",
"tsx": "^4.19.2",
"typescript": "^5.7.2"
}
}
```
### tsconfig.json
```json
{
"compilerOptions": {
"target": "ES2022",
"module": "Node16",
"moduleResolution": "Node16",
"lib": ["ES2022"],
"outDir": "./dist",
"rootDir": "./src",
"strict": true,
"esModuleInterop": true,
"skipLibCheck": true,
"forceConsistentCasingInFileNames": true,
"declaration": true,
"declarationMap": true,
"sourceMap": true,
"allowSyntheticDefaultImports": true
},
"include": ["src/**/*"],
"exclude": ["node_modules", "dist"]
}
```
## Complete Example
```typescript
#!/usr/bin/env node
/**
* MCP Server for Example Service.
*
* This server provides tools to interact with Example API, including user search,
* project management, and data export capabilities.
*/
import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
import { z } from "zod";
import axios, { AxiosError } from "axios";
// Constants
const API_BASE_URL = "https://api.example.com/v1";
const CHARACTER_LIMIT = 25000;
// Enums
enum ResponseFormat {
MARKDOWN = "markdown",
JSON = "json"
}
// Zod schemas
const UserSearchInputSchema = z.object({
query: z.string()
.min(2, "Query must be at least 2 characters")
.max(200, "Query must not exceed 200 characters")
.describe("Search string to match against names/emails"),
limit: z.number()
.int()
.min(1)
.max(100)
.default(20)
.describe("Maximum results to return"),
offset: z.number()
.int()
.min(0)
.default(0)
.describe("Number of results to skip for pagination"),
response_format: z.nativeEnum(ResponseFormat)
.default(ResponseFormat.MARKDOWN)
.describe("Output format: 'markdown' for human-readable or 'json' for machine-readable")
}).strict();
type UserSearchInput = z.infer<typeof UserSearchInputSchema>;
// Shared utility functions
async function makeApiRequest<T>(
endpoint: string,
method: "GET" | "POST" | "PUT" | "DELETE" = "GET",
data?: any,
params?: any
): Promise<T> {
try {
const response = await axios({
method,
url: `API_BASE_URL/endpoint`,
data,
params,
timeout: 30000,
headers: {
"Content-Type": "application/json",
"Accept": "application/json"
}
});
return response.data;
} catch (error) {
throw error;
}
}
function handleApiError(error: unknown): string {
if (error instanceof AxiosError) {
if (error.response) {
switch (error.response.status) {
case 404:
return "Error: Resource not found. Please check the ID is correct.";
case 403:
return "Error: Permission denied. You don't have access to this resource.";
case 429:
return "Error: Rate limit exceeded. Please wait before making more requests.";
default:
return `Error: API request failed with status error.response.status`;
}
} else if (error.code === "ECONNABORTED") {
return "Error: Request timed out. Please try again.";
}
}
return `Error: Unexpected error occurred: String(error)`;
}
// Create MCP server instance
const server = new McpServer({
name: "example-mcp",
version: "1.0.0"
});
// Register tools
server.registerTool(
"example_search_users",
{
title: "Search Example Users",
description: `[Full description as shown above]`,
inputSchema: UserSearchInputSchema,
annotations: {
readOnlyHint: true,
destructiveHint: false,
idempotentHint: true,
openWorldHint: true
}
},
async (params: UserSearchInput) => {
// Implementation as shown above
}
);
// Main function
// For stdio (local):
async function runStdio() {
if (!process.env.EXAMPLE_API_KEY) {
console.error("ERROR: EXAMPLE_API_KEY environment variable is required");
process.exit(1);
}
const transport = new StdioServerTransport();
await server.connect(transport);
console.error("MCP server running via stdio");
}
// For streamable HTTP (remote):
async function runHTTP() {
if (!process.env.EXAMPLE_API_KEY) {
console.error("ERROR: EXAMPLE_API_KEY environment variable is required");
process.exit(1);
}
const app = express();
app.use(express.json());
app.post('/mcp', async (req, res) => {
const transport = new StreamableHTTPServerTransport({
sessionIdGenerator: undefined,
enableJsonResponse: true
});
res.on('close', () => transport.close());
await server.connect(transport);
await transport.handleRequest(req, res, req.body);
});
const port = parseInt(process.env.PORT || '3000');
app.listen(port, () => {
console.error(`MCP server running on http://localhost:port/mcp`);
});
}
// Choose transport based on environment
const transport = process.env.TRANSPORT || 'stdio';
if (transport === 'http') {
runHTTP().catch(error => {
console.error("Server error:", error);
process.exit(1);
});
} else {
runStdio().catch(error => {
console.error("Server error:", error);
process.exit(1);
});
}
```
---
## Advanced MCP Features
### Resource Registration
Expose data as resources for efficient, URI-based access:
```typescript
import { ResourceTemplate } from "@modelcontextprotocol/sdk/types.js";
// Register a resource with URI template
server.registerResource(
{
uri: "file://documents/{name}",
name: "Document Resource",
description: "Access documents by name",
mimeType: "text/plain"
},
async (uri: string) => {
// Extract parameter from URI
const match = uri.match(/^file:\/\/documents\/(.+)$/);
if (!match) {
throw new Error("Invalid URI format");
}
const documentName = match[1];
const content = await loadDocument(documentName);
return {
contents: [{
uri,
mimeType: "text/plain",
text: content
}]
};
}
);
// List available resources dynamically
server.registerResourceList(async () => {
const documents = await getAvailableDocuments();
return {
resources: documents.map(doc => ({
uri: `file://documents/doc.name`,
name: doc.name,
mimeType: "text/plain",
description: doc.description
}))
};
});
```
**When to use Resources vs Tools:**
- **Resources**: For data access with simple URI-based parameters
- **Tools**: For complex operations requiring validation and business logic
- **Resources**: When data is relatively static or template-based
- **Tools**: When operations have side effects or complex workflows
### Transport Options
The TypeScript SDK supports two main transport mechanisms:
#### Streamable HTTP (Recommended for Remote Servers)
```typescript
import { StreamableHTTPServerTransport } from "@modelcontextprotocol/sdk/server/streamableHttp.js";
import express from "express";
const app = express();
app.use(express.json());
app.post('/mcp', async (req, res) => {
// Create new transport for each request (stateless, prevents request ID collisions)
const transport = new StreamableHTTPServerTransport({
sessionIdGenerator: undefined,
enableJsonResponse: true
});
res.on('close', () => transport.close());
await server.connect(transport);
await transport.handleRequest(req, res, req.body);
});
app.listen(3000);
```
#### stdio (For Local Integrations)
```typescript
import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
const transport = new StdioServerTransport();
await server.connect(transport);
```
**Transport selection:**
- **Streamable HTTP**: Web services, remote access, multiple clients
- **stdio**: Command-line tools, local development, subprocess integration
### Notification Support
Notify clients when server state changes:
```typescript
// Notify when tools list changes
server.notification({
method: "notifications/tools/list_changed"
});
// Notify when resources change
server.notification({
method: "notifications/resources/list_changed"
});
```
Use notifications sparingly - only when server capabilities genuinely change.
---
## Code Best Practices
### Code Composability and Reusability
Your implementation MUST prioritize composability and code reuse:
1. **Extract Common Functionality**:
- Create reusable helper functions for operations used across multiple tools
- Build shared API clients for HTTP requests instead of duplicating code
- Centralize error handling logic in utility functions
- Extract business logic into dedicated functions that can be composed
- Extract shared markdown or JSON field selection & formatting functionality
2. **Avoid Duplication**:
- NEVER copy-paste similar code between tools
- If you find yourself writing similar logic twice, extract it into a function
- Common operations like pagination, filtering, field selection, and formatting should be shared
- Authentication/authorization logic should be centralized
## Building and Running
Always build your TypeScript code before running:
```bash
# Build the project
npm run build
# Run the server
npm start
# Development with auto-reload
npm run dev
```
Always ensure `npm run build` completes successfully before considering the implementation complete.
## Quality Checklist
Before finalizing your Node/TypeScript MCP server implementation, ensure:
### Strategic Design
- [ ] Tools enable complete workflows, not just API endpoint wrappers
- [ ] Tool names reflect natural task subdivisions
- [ ] Response formats optimize for agent context efficiency
- [ ] Human-readable identifiers used where appropriate
- [ ] Error messages guide agents toward correct usage
### Implementation Quality
- [ ] FOCUSED IMPLEMENTATION: Most important and valuable tools implemented
- [ ] All tools registered using `registerTool` with complete configuration
- [ ] All tools include `title`, `description`, `inputSchema`, and `annotations`
- [ ] Annotations correctly set (readOnlyHint, destructiveHint, idempotentHint, openWorldHint)
- [ ] All tools use Zod schemas for runtime input validation with `.strict()` enforcement
- [ ] All Zod schemas have proper constraints and descriptive error messages
- [ ] All tools have comprehensive descriptions with explicit input/output types
- [ ] Descriptions include return value examples and complete schema documentation
- [ ] Error messages are clear, actionable, and educational
### TypeScript Quality
- [ ] TypeScript interfaces are defined for all data structures
- [ ] Strict TypeScript is enabled in tsconfig.json
- [ ] No use of `any` type - use `unknown` or proper types instead
- [ ] All async functions have explicit Promise<T> return types
- [ ] Error handling uses proper type guards (e.g., `axios.isAxiosError`, `z.ZodError`)
### Advanced Features (where applicable)
- [ ] Resources registered for appropriate data endpoints
- [ ] Appropriate transport configured (stdio or streamable HTTP)
- [ ] Notifications implemented for dynamic server capabilities
- [ ] Type-safe with SDK interfaces
### Project Configuration
- [ ] Package.json includes all necessary dependencies
- [ ] Build script produces working JavaScript in dist/ directory
- [ ] Main entry point is properly configured as dist/index.js
- [ ] Server name follows format: `{service}-mcp-server`
- [ ] tsconfig.json properly configured with strict mode
### Code Quality
- [ ] Pagination is properly implemented where applicable
- [ ] Large responses check CHARACTER_LIMIT constant and truncate with clear messages
- [ ] Filtering options are provided for potentially large result sets
- [ ] All network operations handle timeouts and connection errors gracefully
- [ ] Common functionality is extracted into reusable functions
- [ ] Return types are consistent across similar operations
### Testing and Build
- [ ] `npm run build` completes successfully without errors
- [ ] dist/index.js created and executable
- [ ] Server runs: `node dist/index.js --help`
- [ ] All imports resolve correctly
- [ ] Sample tool calls work as expected
FILE:reference/python_mcp_server.md
# Python MCP Server Implementation Guide
## Overview
This document provides Python-specific best practices and examples for implementing MCP servers using the MCP Python SDK. It covers server setup, tool registration patterns, input validation with Pydantic, error handling, and complete working examples.
---
## Quick Reference
### Key Imports
```python
from mcp.server.fastmcp import FastMCP
from pydantic import BaseModel, Field, field_validator, ConfigDict
from typing import Optional, List, Dict, Any
from enum import Enum
import httpx
```
### Server Initialization
```python
mcp = FastMCP("service_mcp")
```
### Tool Registration Pattern
```python
@mcp.tool(name="tool_name", annotations={...})
async def tool_function(params: InputModel) -> str:
# Implementation
pass
```
---
## MCP Python SDK and FastMCP
The official MCP Python SDK provides FastMCP, a high-level framework for building MCP servers. It provides:
- Automatic description and inputSchema generation from function signatures and docstrings
- Pydantic model integration for input validation
- Decorator-based tool registration with `@mcp.tool`
**For complete SDK documentation, use WebFetch to load:**
`https://raw.githubusercontent.com/modelcontextprotocol/python-sdk/main/README.md`
## Server Naming Convention
Python MCP servers must follow this naming pattern:
- **Format**: `{service}_mcp` (lowercase with underscores)
- **Examples**: `github_mcp`, `jira_mcp`, `stripe_mcp`
The name should be:
- General (not tied to specific features)
- Descriptive of the service/API being integrated
- Easy to infer from the task description
- Without version numbers or dates
## Tool Implementation
### Tool Naming
Use snake_case for tool names (e.g., "search_users", "create_project", "get_channel_info") with clear, action-oriented names.
**Avoid Naming Conflicts**: Include the service context to prevent overlaps:
- Use "slack_send_message" instead of just "send_message"
- Use "github_create_issue" instead of just "create_issue"
- Use "asana_list_tasks" instead of just "list_tasks"
### Tool Structure with FastMCP
Tools are defined using the `@mcp.tool` decorator with Pydantic models for input validation:
```python
from pydantic import BaseModel, Field, ConfigDict
from mcp.server.fastmcp import FastMCP
# Initialize the MCP server
mcp = FastMCP("example_mcp")
# Define Pydantic model for input validation
class ServiceToolInput(BaseModel):
'''Input model for service tool operation.'''
model_config = ConfigDict(
str_strip_whitespace=True, # Auto-strip whitespace from strings
validate_assignment=True, # Validate on assignment
extra='forbid' # Forbid extra fields
)
param1: str = Field(..., description="First parameter description (e.g., 'user123', 'project-abc')", min_length=1, max_length=100)
param2: Optional[int] = Field(default=None, description="Optional integer parameter with constraints", ge=0, le=1000)
tags: Optional[List[str]] = Field(default_factory=list, description="List of tags to apply", max_items=10)
@mcp.tool(
name="service_tool_name",
annotations={
"title": "Human-Readable Tool Title",
"readOnlyHint": True, # Tool does not modify environment
"destructiveHint": False, # Tool does not perform destructive operations
"idempotentHint": True, # Repeated calls have no additional effect
"openWorldHint": False # Tool does not interact with external entities
}
)
async def service_tool_name(params: ServiceToolInput) -> str:
'''Tool description automatically becomes the 'description' field.
This tool performs a specific operation on the service. It validates all inputs
using the ServiceToolInput Pydantic model before processing.
Args:
params (ServiceToolInput): Validated input parameters containing:
- param1 (str): First parameter description
- param2 (Optional[int]): Optional parameter with default
- tags (Optional[List[str]]): List of tags
Returns:
str: JSON-formatted response containing operation results
'''
# Implementation here
pass
```
## Pydantic v2 Key Features
- Use `model_config` instead of nested `Config` class
- Use `field_validator` instead of deprecated `validator`
- Use `model_dump()` instead of deprecated `dict()`
- Validators require `@classmethod` decorator
- Type hints are required for validator methods
```python
from pydantic import BaseModel, Field, field_validator, ConfigDict
class CreateUserInput(BaseModel):
model_config = ConfigDict(
str_strip_whitespace=True,
validate_assignment=True
)
name: str = Field(..., description="User's full name", min_length=1, max_length=100)
email: str = Field(..., description="User's email address", pattern=r'^[\w\.-]+@[\w\.-]+\.\w+$')
age: int = Field(..., description="User's age", ge=0, le=150)
@field_validator('email')
@classmethod
def validate_email(cls, v: str) -> str:
if not v.strip():
raise ValueError("Email cannot be empty")
return v.lower()
```
## Response Format Options
Support multiple output formats for flexibility:
```python
from enum import Enum
class ResponseFormat(str, Enum):
'''Output format for tool responses.'''
MARKDOWN = "markdown"
JSON = "json"
class UserSearchInput(BaseModel):
query: str = Field(..., description="Search query")
response_format: ResponseFormat = Field(
default=ResponseFormat.MARKDOWN,
description="Output format: 'markdown' for human-readable or 'json' for machine-readable"
)
```
**Markdown format**:
- Use headers, lists, and formatting for clarity
- Convert timestamps to human-readable format (e.g., "2024-01-15 10:30:00 UTC" instead of epoch)
- Show display names with IDs in parentheses (e.g., "@john.doe (U123456)")
- Omit verbose metadata (e.g., show only one profile image URL, not all sizes)
- Group related information logically
**JSON format**:
- Return complete, structured data suitable for programmatic processing
- Include all available fields and metadata
- Use consistent field names and types
## Pagination Implementation
For tools that list resources:
```python
class ListInput(BaseModel):
limit: Optional[int] = Field(default=20, description="Maximum results to return", ge=1, le=100)
offset: Optional[int] = Field(default=0, description="Number of results to skip for pagination", ge=0)
async def list_items(params: ListInput) -> str:
# Make API request with pagination
data = await api_request(limit=params.limit, offset=params.offset)
# Return pagination info
response = {
"total": data["total"],
"count": len(data["items"]),
"offset": params.offset,
"items": data["items"],
"has_more": data["total"] > params.offset + len(data["items"]),
"next_offset": params.offset + len(data["items"]) if data["total"] > params.offset + len(data["items"]) else None
}
return json.dumps(response, indent=2)
```
## Error Handling
Provide clear, actionable error messages:
```python
def _handle_api_error(e: Exception) -> str:
'''Consistent error formatting across all tools.'''
if isinstance(e, httpx.HTTPStatusError):
if e.response.status_code == 404:
return "Error: Resource not found. Please check the ID is correct."
elif e.response.status_code == 403:
return "Error: Permission denied. You don't have access to this resource."
elif e.response.status_code == 429:
return "Error: Rate limit exceeded. Please wait before making more requests."
return f"Error: API request failed with status {e.response.status_code}"
elif isinstance(e, httpx.TimeoutException):
return "Error: Request timed out. Please try again."
return f"Error: Unexpected error occurred: {type(e).__name__}"
```
## Shared Utilities
Extract common functionality into reusable functions:
```python
# Shared API request function
async def _make_api_request(endpoint: str, method: str = "GET", **kwargs) -> dict:
'''Reusable function for all API calls.'''
async with httpx.AsyncClient() as client:
response = await client.request(
method,
f"{API_BASE_URL}/{endpoint}",
timeout=30.0,
**kwargs
)
response.raise_for_status()
return response.json()
```
## Async/Await Best Practices
Always use async/await for network requests and I/O operations:
```python
# Good: Async network request
async def fetch_data(resource_id: str) -> dict:
async with httpx.AsyncClient() as client:
response = await client.get(f"{API_URL}/resource/{resource_id}")
response.raise_for_status()
return response.json()
# Bad: Synchronous request
def fetch_data(resource_id: str) -> dict:
response = requests.get(f"{API_URL}/resource/{resource_id}") # Blocks
return response.json()
```
## Type Hints
Use type hints throughout:
```python
from typing import Optional, List, Dict, Any
async def get_user(user_id: str) -> Dict[str, Any]:
data = await fetch_user(user_id)
return {"id": data["id"], "name": data["name"]}
```
## Tool Docstrings
Every tool must have comprehensive docstrings with explicit type information:
```python
async def search_users(params: UserSearchInput) -> str:
'''
Search for users in the Example system by name, email, or team.
This tool searches across all user profiles in the Example platform,
supporting partial matches and various search filters. It does NOT
create or modify users, only searches existing ones.
Args:
params (UserSearchInput): Validated input parameters containing:
- query (str): Search string to match against names/emails (e.g., "john", "@example.com", "team:marketing")
- limit (Optional[int]): Maximum results to return, between 1-100 (default: 20)
- offset (Optional[int]): Number of results to skip for pagination (default: 0)
Returns:
str: JSON-formatted string containing search results with the following schema:
Success response:
{
"total": int, # Total number of matches found
"count": int, # Number of results in this response
"offset": int, # Current pagination offset
"users": [
{
"id": str, # User ID (e.g., "U123456789")
"name": str, # Full name (e.g., "John Doe")
"email": str, # Email address (e.g., "[email protected]")
"team": str # Team name (e.g., "Marketing") - optional
}
]
}
Error response:
"Error: <error message>" or "No users found matching '<query>'"
Examples:
- Use when: "Find all marketing team members" -> params with query="team:marketing"
- Use when: "Search for John's account" -> params with query="john"
- Don't use when: You need to create a user (use example_create_user instead)
- Don't use when: You have a user ID and need full details (use example_get_user instead)
Error Handling:
- Input validation errors are handled by Pydantic model
- Returns "Error: Rate limit exceeded" if too many requests (429 status)
- Returns "Error: Invalid API authentication" if API key is invalid (401 status)
- Returns formatted list of results or "No users found matching 'query'"
'''
```
## Complete Example
See below for a complete Python MCP server example:
```python
#!/usr/bin/env python3
'''
MCP Server for Example Service.
This server provides tools to interact with Example API, including user search,
project management, and data export capabilities.
'''
from typing import Optional, List, Dict, Any
from enum import Enum
import httpx
from pydantic import BaseModel, Field, field_validator, ConfigDict
from mcp.server.fastmcp import FastMCP
# Initialize the MCP server
mcp = FastMCP("example_mcp")
# Constants
API_BASE_URL = "https://api.example.com/v1"
# Enums
class ResponseFormat(str, Enum):
'''Output format for tool responses.'''
MARKDOWN = "markdown"
JSON = "json"
# Pydantic Models for Input Validation
class UserSearchInput(BaseModel):
'''Input model for user search operations.'''
model_config = ConfigDict(
str_strip_whitespace=True,
validate_assignment=True
)
query: str = Field(..., description="Search string to match against names/emails", min_length=2, max_length=200)
limit: Optional[int] = Field(default=20, description="Maximum results to return", ge=1, le=100)
offset: Optional[int] = Field(default=0, description="Number of results to skip for pagination", ge=0)
response_format: ResponseFormat = Field(default=ResponseFormat.MARKDOWN, description="Output format")
@field_validator('query')
@classmethod
def validate_query(cls, v: str) -> str:
if not v.strip():
raise ValueError("Query cannot be empty or whitespace only")
return v.strip()
# Shared utility functions
async def _make_api_request(endpoint: str, method: str = "GET", **kwargs) -> dict:
'''Reusable function for all API calls.'''
async with httpx.AsyncClient() as client:
response = await client.request(
method,
f"{API_BASE_URL}/{endpoint}",
timeout=30.0,
**kwargs
)
response.raise_for_status()
return response.json()
def _handle_api_error(e: Exception) -> str:
'''Consistent error formatting across all tools.'''
if isinstance(e, httpx.HTTPStatusError):
if e.response.status_code == 404:
return "Error: Resource not found. Please check the ID is correct."
elif e.response.status_code == 403:
return "Error: Permission denied. You don't have access to this resource."
elif e.response.status_code == 429:
return "Error: Rate limit exceeded. Please wait before making more requests."
return f"Error: API request failed with status {e.response.status_code}"
elif isinstance(e, httpx.TimeoutException):
return "Error: Request timed out. Please try again."
return f"Error: Unexpected error occurred: {type(e).__name__}"
# Tool definitions
@mcp.tool(
name="example_search_users",
annotations={
"title": "Search Example Users",
"readOnlyHint": True,
"destructiveHint": False,
"idempotentHint": True,
"openWorldHint": True
}
)
async def example_search_users(params: UserSearchInput) -> str:
'''Search for users in the Example system by name, email, or team.
[Full docstring as shown above]
'''
try:
# Make API request using validated parameters
data = await _make_api_request(
"users/search",
params={
"q": params.query,
"limit": params.limit,
"offset": params.offset
}
)
users = data.get("users", [])
total = data.get("total", 0)
if not users:
return f"No users found matching '{params.query}'"
# Format response based on requested format
if params.response_format == ResponseFormat.MARKDOWN:
lines = [f"# User Search Results: '{params.query}'", ""]
lines.append(f"Found {total} users (showing {len(users)})")
lines.append("")
for user in users:
lines.append(f"## {user['name']} ({user['id']})")
lines.append(f"- **Email**: {user['email']}")
if user.get('team'):
lines.append(f"- **Team**: {user['team']}")
lines.append("")
return "\n".join(lines)
else:
# Machine-readable JSON format
import json
response = {
"total": total,
"count": len(users),
"offset": params.offset,
"users": users
}
return json.dumps(response, indent=2)
except Exception as e:
return _handle_api_error(e)
if __name__ == "__main__":
mcp.run()
```
---
## Advanced FastMCP Features
### Context Parameter Injection
FastMCP can automatically inject a `Context` parameter into tools for advanced capabilities like logging, progress reporting, resource reading, and user interaction:
```python
from mcp.server.fastmcp import FastMCP, Context
mcp = FastMCP("example_mcp")
@mcp.tool()
async def advanced_search(query: str, ctx: Context) -> str:
'''Advanced tool with context access for logging and progress.'''
# Report progress for long operations
await ctx.report_progress(0.25, "Starting search...")
# Log information for debugging
await ctx.log_info("Processing query", {"query": query, "timestamp": datetime.now()})
# Perform search
results = await search_api(query)
await ctx.report_progress(0.75, "Formatting results...")
# Access server configuration
server_name = ctx.fastmcp.name
return format_results(results)
@mcp.tool()
async def interactive_tool(resource_id: str, ctx: Context) -> str:
'''Tool that can request additional input from users.'''
# Request sensitive information when needed
api_key = await ctx.elicit(
prompt="Please provide your API key:",
input_type="password"
)
# Use the provided key
return await api_call(resource_id, api_key)
```
**Context capabilities:**
- `ctx.report_progress(progress, message)` - Report progress for long operations
- `ctx.log_info(message, data)` / `ctx.log_error()` / `ctx.log_debug()` - Logging
- `ctx.elicit(prompt, input_type)` - Request input from users
- `ctx.fastmcp.name` - Access server configuration
- `ctx.read_resource(uri)` - Read MCP resources
### Resource Registration
Expose data as resources for efficient, template-based access:
```python
@mcp.resource("file://documents/{name}")
async def get_document(name: str) -> str:
'''Expose documents as MCP resources.
Resources are useful for static or semi-static data that doesn't
require complex parameters. They use URI templates for flexible access.
'''
document_path = f"./docs/{name}"
with open(document_path, "r") as f:
return f.read()
@mcp.resource("config://settings/{key}")
async def get_setting(key: str, ctx: Context) -> str:
'''Expose configuration as resources with context.'''
settings = await load_settings()
return json.dumps(settings.get(key, {}))
```
**When to use Resources vs Tools:**
- **Resources**: For data access with simple parameters (URI templates)
- **Tools**: For complex operations with validation and business logic
### Structured Output Types
FastMCP supports multiple return types beyond strings:
```python
from typing import TypedDict
from dataclasses import dataclass
from pydantic import BaseModel
# TypedDict for structured returns
class UserData(TypedDict):
id: str
name: str
email: str
@mcp.tool()
async def get_user_typed(user_id: str) -> UserData:
'''Returns structured data - FastMCP handles serialization.'''
return {"id": user_id, "name": "John Doe", "email": "[email protected]"}
# Pydantic models for complex validation
class DetailedUser(BaseModel):
id: str
name: str
email: str
created_at: datetime
metadata: Dict[str, Any]
@mcp.tool()
async def get_user_detailed(user_id: str) -> DetailedUser:
'''Returns Pydantic model - automatically generates schema.'''
user = await fetch_user(user_id)
return DetailedUser(**user)
```
### Lifespan Management
Initialize resources that persist across requests:
```python
from contextlib import asynccontextmanager
@asynccontextmanager
async def app_lifespan():
'''Manage resources that live for the server's lifetime.'''
# Initialize connections, load config, etc.
db = await connect_to_database()
config = load_configuration()
# Make available to all tools
yield {"db": db, "config": config}
# Cleanup on shutdown
await db.close()
mcp = FastMCP("example_mcp", lifespan=app_lifespan)
@mcp.tool()
async def query_data(query: str, ctx: Context) -> str:
'''Access lifespan resources through context.'''
db = ctx.request_context.lifespan_state["db"]
results = await db.query(query)
return format_results(results)
```
### Transport Options
FastMCP supports two main transport mechanisms:
```python
# stdio transport (for local tools) - default
if __name__ == "__main__":
mcp.run()
# Streamable HTTP transport (for remote servers)
if __name__ == "__main__":
mcp.run(transport="streamable_http", port=8000)
```
**Transport selection:**
- **stdio**: Command-line tools, local integrations, subprocess execution
- **Streamable HTTP**: Web services, remote access, multiple clients
---
## Code Best Practices
### Code Composability and Reusability
Your implementation MUST prioritize composability and code reuse:
1. **Extract Common Functionality**:
- Create reusable helper functions for operations used across multiple tools
- Build shared API clients for HTTP requests instead of duplicating code
- Centralize error handling logic in utility functions
- Extract business logic into dedicated functions that can be composed
- Extract shared markdown or JSON field selection & formatting functionality
2. **Avoid Duplication**:
- NEVER copy-paste similar code between tools
- If you find yourself writing similar logic twice, extract it into a function
- Common operations like pagination, filtering, field selection, and formatting should be shared
- Authentication/authorization logic should be centralized
### Python-Specific Best Practices
1. **Use Type Hints**: Always include type annotations for function parameters and return values
2. **Pydantic Models**: Define clear Pydantic models for all input validation
3. **Avoid Manual Validation**: Let Pydantic handle input validation with constraints
4. **Proper Imports**: Group imports (standard library, third-party, local)
5. **Error Handling**: Use specific exception types (httpx.HTTPStatusError, not generic Exception)
6. **Async Context Managers**: Use `async with` for resources that need cleanup
7. **Constants**: Define module-level constants in UPPER_CASE
## Quality Checklist
Before finalizing your Python MCP server implementation, ensure:
### Strategic Design
- [ ] Tools enable complete workflows, not just API endpoint wrappers
- [ ] Tool names reflect natural task subdivisions
- [ ] Response formats optimize for agent context efficiency
- [ ] Human-readable identifiers used where appropriate
- [ ] Error messages guide agents toward correct usage
### Implementation Quality
- [ ] FOCUSED IMPLEMENTATION: Most important and valuable tools implemented
- [ ] All tools have descriptive names and documentation
- [ ] Return types are consistent across similar operations
- [ ] Error handling is implemented for all external calls
- [ ] Server name follows format: `{service}_mcp`
- [ ] All network operations use async/await
- [ ] Common functionality is extracted into reusable functions
- [ ] Error messages are clear, actionable, and educational
- [ ] Outputs are properly validated and formatted
### Tool Configuration
- [ ] All tools implement 'name' and 'annotations' in the decorator
- [ ] Annotations correctly set (readOnlyHint, destructiveHint, idempotentHint, openWorldHint)
- [ ] All tools use Pydantic BaseModel for input validation with Field() definitions
- [ ] All Pydantic Fields have explicit types and descriptions with constraints
- [ ] All tools have comprehensive docstrings with explicit input/output types
- [ ] Docstrings include complete schema structure for dict/JSON returns
- [ ] Pydantic models handle input validation (no manual validation needed)
### Advanced Features (where applicable)
- [ ] Context injection used for logging, progress, or elicitation
- [ ] Resources registered for appropriate data endpoints
- [ ] Lifespan management implemented for persistent connections
- [ ] Structured output types used (TypedDict, Pydantic models)
- [ ] Appropriate transport configured (stdio or streamable HTTP)
### Code Quality
- [ ] File includes proper imports including Pydantic imports
- [ ] Pagination is properly implemented where applicable
- [ ] Filtering options are provided for potentially large result sets
- [ ] All async functions are properly defined with `async def`
- [ ] HTTP client usage follows async patterns with proper context managers
- [ ] Type hints are used throughout the code
- [ ] Constants are defined at module level in UPPER_CASE
### Testing
- [ ] Server runs successfully: `python your_server.py --help`
- [ ] All imports resolve correctly
- [ ] Sample tool calls work as expected
- [ ] Error scenarios handled gracefully
FILE:scripts/connections.py
"""Lightweight connection handling for MCP servers."""
from abc import ABC, abstractmethod
from contextlib import AsyncExitStack
from typing import Any
from mcp import ClientSession, StdioServerParameters
from mcp.client.sse import sse_client
from mcp.client.stdio import stdio_client
from mcp.client.streamable_http import streamablehttp_client
class MCPConnection(ABC):
"""Base class for MCP server connections."""
def __init__(self):
self.session = None
self._stack = None
@abstractmethod
def _create_context(self):
"""Create the connection context based on connection type."""
async def __aenter__(self):
"""Initialize MCP server connection."""
self._stack = AsyncExitStack()
await self._stack.__aenter__()
try:
ctx = self._create_context()
result = await self._stack.enter_async_context(ctx)
if len(result) == 2:
read, write = result
elif len(result) == 3:
read, write, _ = result
else:
raise ValueError(f"Unexpected context result: {result}")
session_ctx = ClientSession(read, write)
self.session = await self._stack.enter_async_context(session_ctx)
await self.session.initialize()
return self
except BaseException:
await self._stack.__aexit__(None, None, None)
raise
async def __aexit__(self, exc_type, exc_val, exc_tb):
"""Clean up MCP server connection resources."""
if self._stack:
await self._stack.__aexit__(exc_type, exc_val, exc_tb)
self.session = None
self._stack = None
async def list_tools(self) -> list[dict[str, Any]]:
"""Retrieve available tools from the MCP server."""
response = await self.session.list_tools()
return [
{
"name": tool.name,
"description": tool.description,
"input_schema": tool.inputSchema,
}
for tool in response.tools
]
async def call_tool(self, tool_name: str, arguments: dict[str, Any]) -> Any:
"""Call a tool on the MCP server with provided arguments."""
result = await self.session.call_tool(tool_name, arguments=arguments)
return result.content
class MCPConnectionStdio(MCPConnection):
"""MCP connection using standard input/output."""
def __init__(self, command: str, args: list[str] = None, env: dict[str, str] = None):
super().__init__()
self.command = command
self.args = args or []
self.env = env
def _create_context(self):
return stdio_client(
StdioServerParameters(command=self.command, args=self.args, env=self.env)
)
class MCPConnectionSSE(MCPConnection):
"""MCP connection using Server-Sent Events."""
def __init__(self, url: str, headers: dict[str, str] = None):
super().__init__()
self.url = url
self.headers = headers or {}
def _create_context(self):
return sse_client(url=self.url, headers=self.headers)
class MCPConnectionHTTP(MCPConnection):
"""MCP connection using Streamable HTTP."""
def __init__(self, url: str, headers: dict[str, str] = None):
super().__init__()
self.url = url
self.headers = headers or {}
def _create_context(self):
return streamablehttp_client(url=self.url, headers=self.headers)
def create_connection(
transport: str,
command: str = None,
args: list[str] = None,
env: dict[str, str] = None,
url: str = None,
headers: dict[str, str] = None,
) -> MCPConnection:
"""Factory function to create the appropriate MCP connection.
Args:
transport: Connection type ("stdio", "sse", or "http")
command: Command to run (stdio only)
args: Command arguments (stdio only)
env: Environment variables (stdio only)
url: Server URL (sse and http only)
headers: HTTP headers (sse and http only)
Returns:
MCPConnection instance
"""
transport = transport.lower()
if transport == "stdio":
if not command:
raise ValueError("Command is required for stdio transport")
return MCPConnectionStdio(command=command, args=args, env=env)
elif transport == "sse":
if not url:
raise ValueError("URL is required for sse transport")
return MCPConnectionSSE(url=url, headers=headers)
elif transport in ["http", "streamable_http", "streamable-http"]:
if not url:
raise ValueError("URL is required for http transport")
return MCPConnectionHTTP(url=url, headers=headers)
else:
raise ValueError(f"Unsupported transport type: {transport}. Use 'stdio', 'sse', or 'http'")
FILE:scripts/evaluation.py
"""MCP Server Evaluation Harness
This script evaluates MCP servers by running test questions against them using Claude.
"""
import argparse
import asyncio
import json
import re
import sys
import time
import traceback
import xml.etree.ElementTree as ET
from pathlib import Path
from typing import Any
from anthropic import Anthropic
from connections import create_connection
EVALUATION_PROMPT = """You are an AI assistant with access to tools.
When given a task, you MUST:
1. Use the available tools to complete the task
2. Provide summary of each step in your approach, wrapped in <summary> tags
3. Provide feedback on the tools provided, wrapped in <feedback> tags
4. Provide your final response, wrapped in <response> tags
Summary Requirements:
- In your <summary> tags, you must explain:
- The steps you took to complete the task
- Which tools you used, in what order, and why
- The inputs you provided to each tool
- The outputs you received from each tool
- A summary for how you arrived at the response
Feedback Requirements:
- In your <feedback> tags, provide constructive feedback on the tools:
- Comment on tool names: Are they clear and descriptive?
- Comment on input parameters: Are they well-documented? Are required vs optional parameters clear?
- Comment on descriptions: Do they accurately describe what the tool does?
- Comment on any errors encountered during tool usage: Did the tool fail to execute? Did the tool return too many tokens?
- Identify specific areas for improvement and explain WHY they would help
- Be specific and actionable in your suggestions
Response Requirements:
- Your response should be concise and directly address what was asked
- Always wrap your final response in <response> tags
- If you cannot solve the task return <response>NOT_FOUND</response>
- For numeric responses, provide just the number
- For IDs, provide just the ID
- For names or text, provide the exact text requested
- Your response should go last"""
def parse_evaluation_file(file_path: Path) -> list[dict[str, Any]]:
"""Parse XML evaluation file with qa_pair elements."""
try:
tree = ET.parse(file_path)
root = tree.getroot()
evaluations = []
for qa_pair in root.findall(".//qa_pair"):
question_elem = qa_pair.find("question")
answer_elem = qa_pair.find("answer")
if question_elem is not None and answer_elem is not None:
evaluations.append({
"question": (question_elem.text or "").strip(),
"answer": (answer_elem.text or "").strip(),
})
return evaluations
except Exception as e:
print(f"Error parsing evaluation file {file_path}: {e}")
return []
def extract_xml_content(text: str, tag: str) -> str | None:
"""Extract content from XML tags."""
pattern = rf"<{tag}>(.*?)</{tag}>"
matches = re.findall(pattern, text, re.DOTALL)
return matches[-1].strip() if matches else None
async def agent_loop(
client: Anthropic,
model: str,
question: str,
tools: list[dict[str, Any]],
connection: Any,
) -> tuple[str, dict[str, Any]]:
"""Run the agent loop with MCP tools."""
messages = [{"role": "user", "content": question}]
response = await asyncio.to_thread(
client.messages.create,
model=model,
max_tokens=4096,
system=EVALUATION_PROMPT,
messages=messages,
tools=tools,
)
messages.append({"role": "assistant", "content": response.content})
tool_metrics = {}
while response.stop_reason == "tool_use":
tool_use = next(block for block in response.content if block.type == "tool_use")
tool_name = tool_use.name
tool_input = tool_use.input
tool_start_ts = time.time()
try:
tool_result = await connection.call_tool(tool_name, tool_input)
tool_response = json.dumps(tool_result) if isinstance(tool_result, (dict, list)) else str(tool_result)
except Exception as e:
tool_response = f"Error executing tool {tool_name}: {str(e)}\n"
tool_response += traceback.format_exc()
tool_duration = time.time() - tool_start_ts
if tool_name not in tool_metrics:
tool_metrics[tool_name] = {"count": 0, "durations": []}
tool_metrics[tool_name]["count"] += 1
tool_metrics[tool_name]["durations"].append(tool_duration)
messages.append({
"role": "user",
"content": [{
"type": "tool_result",
"tool_use_id": tool_use.id,
"content": tool_response,
}]
})
response = await asyncio.to_thread(
client.messages.create,
model=model,
max_tokens=4096,
system=EVALUATION_PROMPT,
messages=messages,
tools=tools,
)
messages.append({"role": "assistant", "content": response.content})
response_text = next(
(block.text for block in response.content if hasattr(block, "text")),
None,
)
return response_text, tool_metrics
async def evaluate_single_task(
client: Anthropic,
model: str,
qa_pair: dict[str, Any],
tools: list[dict[str, Any]],
connection: Any,
task_index: int,
) -> dict[str, Any]:
"""Evaluate a single QA pair with the given tools."""
start_time = time.time()
print(f"Task {task_index + 1}: Running task with question: {qa_pair['question']}")
response, tool_metrics = await agent_loop(client, model, qa_pair["question"], tools, connection)
response_value = extract_xml_content(response, "response")
summary = extract_xml_content(response, "summary")
feedback = extract_xml_content(response, "feedback")
duration_seconds = time.time() - start_time
return {
"question": qa_pair["question"],
"expected": qa_pair["answer"],
"actual": response_value,
"score": int(response_value == qa_pair["answer"]) if response_value else 0,
"total_duration": duration_seconds,
"tool_calls": tool_metrics,
"num_tool_calls": sum(len(metrics["durations"]) for metrics in tool_metrics.values()),
"summary": summary,
"feedback": feedback,
}
REPORT_HEADER = """
# Evaluation Report
## Summary
- **Accuracy**: {correct}/{total} ({accuracy:.1f}%)
- **Average Task Duration**: {average_duration_s:.2f}s
- **Average Tool Calls per Task**: {average_tool_calls:.2f}
- **Total Tool Calls**: {total_tool_calls}
---
"""
TASK_TEMPLATE = """
### Task {task_num}
**Question**: {question}
**Ground Truth Answer**: `{expected_answer}`
**Actual Answer**: `{actual_answer}`
**Correct**: {correct_indicator}
**Duration**: {total_duration:.2f}s
**Tool Calls**: {tool_calls}
**Summary**
{summary}
**Feedback**
{feedback}
---
"""
async def run_evaluation(
eval_path: Path,
connection: Any,
model: str = "claude-3-7-sonnet-20250219",
) -> str:
"""Run evaluation with MCP server tools."""
print("🚀 Starting Evaluation")
client = Anthropic()
tools = await connection.list_tools()
print(f"📋 Loaded {len(tools)} tools from MCP server")
qa_pairs = parse_evaluation_file(eval_path)
print(f"📋 Loaded {len(qa_pairs)} evaluation tasks")
results = []
for i, qa_pair in enumerate(qa_pairs):
print(f"Processing task {i + 1}/{len(qa_pairs)}")
result = await evaluate_single_task(client, model, qa_pair, tools, connection, i)
results.append(result)
correct = sum(r["score"] for r in results)
accuracy = (correct / len(results)) * 100 if results else 0
average_duration_s = sum(r["total_duration"] for r in results) / len(results) if results else 0
average_tool_calls = sum(r["num_tool_calls"] for r in results) / len(results) if results else 0
total_tool_calls = sum(r["num_tool_calls"] for r in results)
report = REPORT_HEADER.format(
correct=correct,
total=len(results),
accuracy=accuracy,
average_duration_s=average_duration_s,
average_tool_calls=average_tool_calls,
total_tool_calls=total_tool_calls,
)
report += "".join([
TASK_TEMPLATE.format(
task_num=i + 1,
question=qa_pair["question"],
expected_answer=qa_pair["answer"],
actual_answer=result["actual"] or "N/A",
correct_indicator="✅" if result["score"] else "❌",
total_duration=result["total_duration"],
tool_calls=json.dumps(result["tool_calls"], indent=2),
summary=result["summary"] or "N/A",
feedback=result["feedback"] or "N/A",
)
for i, (qa_pair, result) in enumerate(zip(qa_pairs, results))
])
return report
def parse_headers(header_list: list[str]) -> dict[str, str]:
"""Parse header strings in format 'Key: Value' into a dictionary."""
headers = {}
if not header_list:
return headers
for header in header_list:
if ":" in header:
key, value = header.split(":", 1)
headers[key.strip()] = value.strip()
else:
print(f"Warning: Ignoring malformed header: {header}")
return headers
def parse_env_vars(env_list: list[str]) -> dict[str, str]:
"""Parse environment variable strings in format 'KEY=VALUE' into a dictionary."""
env = {}
if not env_list:
return env
for env_var in env_list:
if "=" in env_var:
key, value = env_var.split("=", 1)
env[key.strip()] = value.strip()
else:
print(f"Warning: Ignoring malformed environment variable: {env_var}")
return env
async def main():
parser = argparse.ArgumentParser(
description="Evaluate MCP servers using test questions",
formatter_class=argparse.RawDescriptionHelpFormatter,
epilog="""
Examples:
# Evaluate a local stdio MCP server
python evaluation.py -t stdio -c python -a my_server.py eval.xml
# Evaluate an SSE MCP server
python evaluation.py -t sse -u https://example.com/mcp -H "Authorization: Bearer token" eval.xml
# Evaluate an HTTP MCP server with custom model
python evaluation.py -t http -u https://example.com/mcp -m claude-3-5-sonnet-20241022 eval.xml
""",
)
parser.add_argument("eval_file", type=Path, help="Path to evaluation XML file")
parser.add_argument("-t", "--transport", choices=["stdio", "sse", "http"], default="stdio", help="Transport type (default: stdio)")
parser.add_argument("-m", "--model", default="claude-3-7-sonnet-20250219", help="Claude model to use (default: claude-3-7-sonnet-20250219)")
stdio_group = parser.add_argument_group("stdio options")
stdio_group.add_argument("-c", "--command", help="Command to run MCP server (stdio only)")
stdio_group.add_argument("-a", "--args", nargs="+", help="Arguments for the command (stdio only)")
stdio_group.add_argument("-e", "--env", nargs="+", help="Environment variables in KEY=VALUE format (stdio only)")
remote_group = parser.add_argument_group("sse/http options")
remote_group.add_argument("-u", "--url", help="MCP server URL (sse/http only)")
remote_group.add_argument("-H", "--header", nargs="+", dest="headers", help="HTTP headers in 'Key: Value' format (sse/http only)")
parser.add_argument("-o", "--output", type=Path, help="Output file for evaluation report (default: stdout)")
args = parser.parse_args()
if not args.eval_file.exists():
print(f"Error: Evaluation file not found: {args.eval_file}")
sys.exit(1)
headers = parse_headers(args.headers) if args.headers else None
env_vars = parse_env_vars(args.env) if args.env else None
try:
connection = create_connection(
transport=args.transport,
command=args.command,
args=args.args,
env=env_vars,
url=args.url,
headers=headers,
)
except ValueError as e:
print(f"Error: {e}")
sys.exit(1)
print(f"🔗 Connecting to MCP server via {args.transport}...")
async with connection:
print("✅ Connected successfully")
report = await run_evaluation(args.eval_file, connection, args.model)
if args.output:
args.output.write_text(report)
print(f"\n✅ Report saved to {args.output}")
else:
print("\n" + report)
if __name__ == "__main__":
asyncio.run(main())
FILE:scripts/example_evaluation.xml
<evaluation>
<qa_pair>
<question>Calculate the compound interest on $10,000 invested at 5% annual interest rate, compounded monthly for 3 years. What is the final amount in dollars (rounded to 2 decimal places)?</question>
<answer>11614.72</answer>
</qa_pair>
<qa_pair>
<question>A projectile is launched at a 45-degree angle with an initial velocity of 50 m/s. Calculate the total distance (in meters) it has traveled from the launch point after 2 seconds, assuming g=9.8 m/s². Round to 2 decimal places.</question>
<answer>87.25</answer>
</qa_pair>
<qa_pair>
<question>A sphere has a volume of 500 cubic meters. Calculate its surface area in square meters. Round to 2 decimal places.</question>
<answer>304.65</answer>
</qa_pair>
<qa_pair>
<question>Calculate the population standard deviation of this dataset: [12, 15, 18, 22, 25, 30, 35]. Round to 2 decimal places.</question>
<answer>7.61</answer>
</qa_pair>
<qa_pair>
<question>Calculate the pH of a solution with a hydrogen ion concentration of 3.5 × 10^-5 M. Round to 2 decimal places.</question>
<answer>4.46</answer>
</qa_pair>
</evaluation>
FILE:scripts/requirements.txt
anthropic>=0.39.0
mcp>=1.1.0
Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files). Triggers include: any mention of 'Word doc', 'word...
---
name: docx
description: "Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', or requests to produce professional documents with formatting like tables of contents, headings, page numbers, or letterheads. Also use when extracting or reorganizing content from .docx files, inserting or replacing images in documents, performing find-and-replace in Word files, working with tracked changes or comments, or converting content into a polished Word document. If the user asks for a 'report', 'memo', 'letter', 'template', or similar deliverable as a Word or .docx file, use this skill. Do NOT use for PDFs, spreadsheets, Google Docs, or general coding tasks unrelated to document generation."
license: Proprietary. LICENSE.txt has complete terms
---
# DOCX creation, editing, and analysis
## Overview
A .docx file is a ZIP archive containing XML files.
## Quick Reference
| Task | Approach |
|------|----------|
| Read/analyze content | `pandoc` or unpack for raw XML |
| Create new document | Use `docx-js` - see Creating New Documents below |
| Edit existing document | Unpack → edit XML → repack - see Editing Existing Documents below |
### Converting .doc to .docx
Legacy `.doc` files must be converted before editing:
```bash
python scripts/office/soffice.py --headless --convert-to docx document.doc
```
### Reading Content
```bash
# Text extraction with tracked changes
pandoc --track-changes=all document.docx -o output.md
# Raw XML access
python scripts/office/unpack.py document.docx unpacked/
```
### Converting to Images
```bash
python scripts/office/soffice.py --headless --convert-to pdf document.docx
pdftoppm -jpeg -r 150 document.pdf page
```
### Accepting Tracked Changes
To produce a clean document with all tracked changes accepted (requires LibreOffice):
```bash
python scripts/accept_changes.py input.docx output.docx
```
---
## Creating New Documents
Generate .docx files with JavaScript, then validate. Install: `npm install -g docx`
### Setup
```javascript
const { Document, Packer, Paragraph, TextRun, Table, TableRow, TableCell, ImageRun,
Header, Footer, AlignmentType, PageOrientation, LevelFormat, ExternalHyperlink,
InternalHyperlink, Bookmark, FootnoteReferenceRun, PositionalTab,
PositionalTabAlignment, PositionalTabRelativeTo, PositionalTabLeader,
TabStopType, TabStopPosition, Column, SectionType,
TableOfContents, HeadingLevel, BorderStyle, WidthType, ShadingType,
VerticalAlign, PageNumber, PageBreak } = require('docx');
const doc = new Document({ sections: [{ children: [/* content */] }] });
Packer.toBuffer(doc).then(buffer => fs.writeFileSync("doc.docx", buffer));
```
### Validation
After creating the file, validate it. If validation fails, unpack, fix the XML, and repack.
```bash
python scripts/office/validate.py doc.docx
```
### Page Size
```javascript
// CRITICAL: docx-js defaults to A4, not US Letter
// Always set page size explicitly for consistent results
sections: [{
properties: {
page: {
size: {
width: 12240, // 8.5 inches in DXA
height: 15840 // 11 inches in DXA
},
margin: { top: 1440, right: 1440, bottom: 1440, left: 1440 } // 1 inch margins
}
},
children: [/* content */]
}]
```
**Common page sizes (DXA units, 1440 DXA = 1 inch):**
| Paper | Width | Height | Content Width (1" margins) |
|-------|-------|--------|---------------------------|
| US Letter | 12,240 | 15,840 | 9,360 |
| A4 (default) | 11,906 | 16,838 | 9,026 |
**Landscape orientation:** docx-js swaps width/height internally, so pass portrait dimensions and let it handle the swap:
```javascript
size: {
width: 12240, // Pass SHORT edge as width
height: 15840, // Pass LONG edge as height
orientation: PageOrientation.LANDSCAPE // docx-js swaps them in the XML
},
// Content width = 15840 - left margin - right margin (uses the long edge)
```
### Styles (Override Built-in Headings)
Use Arial as the default font (universally supported). Keep titles black for readability.
```javascript
const doc = new Document({
styles: {
default: { document: { run: { font: "Arial", size: 24 } } }, // 12pt default
paragraphStyles: [
// IMPORTANT: Use exact IDs to override built-in styles
{ id: "Heading1", name: "Heading 1", basedOn: "Normal", next: "Normal", quickFormat: true,
run: { size: 32, bold: true, font: "Arial" },
paragraph: { spacing: { before: 240, after: 240 }, outlineLevel: 0 } }, // outlineLevel required for TOC
{ id: "Heading2", name: "Heading 2", basedOn: "Normal", next: "Normal", quickFormat: true,
run: { size: 28, bold: true, font: "Arial" },
paragraph: { spacing: { before: 180, after: 180 }, outlineLevel: 1 } },
]
},
sections: [{
children: [
new Paragraph({ heading: HeadingLevel.HEADING_1, children: [new TextRun("Title")] }),
]
}]
});
```
### Lists (NEVER use unicode bullets)
```javascript
// ❌ WRONG - never manually insert bullet characters
new Paragraph({ children: [new TextRun("• Item")] }) // BAD
new Paragraph({ children: [new TextRun("\u2022 Item")] }) // BAD
// ✅ CORRECT - use numbering config with LevelFormat.BULLET
const doc = new Document({
numbering: {
config: [
{ reference: "bullets",
levels: [{ level: 0, format: LevelFormat.BULLET, text: "•", alignment: AlignmentType.LEFT,
style: { paragraph: { indent: { left: 720, hanging: 360 } } } }] },
{ reference: "numbers",
levels: [{ level: 0, format: LevelFormat.DECIMAL, text: "%1.", alignment: AlignmentType.LEFT,
style: { paragraph: { indent: { left: 720, hanging: 360 } } } }] },
]
},
sections: [{
children: [
new Paragraph({ numbering: { reference: "bullets", level: 0 },
children: [new TextRun("Bullet item")] }),
new Paragraph({ numbering: { reference: "numbers", level: 0 },
children: [new TextRun("Numbered item")] }),
]
}]
});
// ⚠️ Each reference creates INDEPENDENT numbering
// Same reference = continues (1,2,3 then 4,5,6)
// Different reference = restarts (1,2,3 then 1,2,3)
```
### Tables
**CRITICAL: Tables need dual widths** - set both `columnWidths` on the table AND `width` on each cell. Without both, tables render incorrectly on some platforms.
```javascript
// CRITICAL: Always set table width for consistent rendering
// CRITICAL: Use ShadingType.CLEAR (not SOLID) to prevent black backgrounds
const border = { style: BorderStyle.SINGLE, size: 1, color: "CCCCCC" };
const borders = { top: border, bottom: border, left: border, right: border };
new Table({
width: { size: 9360, type: WidthType.DXA }, // Always use DXA (percentages break in Google Docs)
columnWidths: [4680, 4680], // Must sum to table width (DXA: 1440 = 1 inch)
rows: [
new TableRow({
children: [
new TableCell({
borders,
width: { size: 4680, type: WidthType.DXA }, // Also set on each cell
shading: { fill: "D5E8F0", type: ShadingType.CLEAR }, // CLEAR not SOLID
margins: { top: 80, bottom: 80, left: 120, right: 120 }, // Cell padding (internal, not added to width)
children: [new Paragraph({ children: [new TextRun("Cell")] })]
})
]
})
]
})
```
**Table width calculation:**
Always use `WidthType.DXA` — `WidthType.PERCENTAGE` breaks in Google Docs.
```javascript
// Table width = sum of columnWidths = content width
// US Letter with 1" margins: 12240 - 2880 = 9360 DXA
width: { size: 9360, type: WidthType.DXA },
columnWidths: [7000, 2360] // Must sum to table width
```
**Width rules:**
- **Always use `WidthType.DXA`** — never `WidthType.PERCENTAGE` (incompatible with Google Docs)
- Table width must equal the sum of `columnWidths`
- Cell `width` must match corresponding `columnWidth`
- Cell `margins` are internal padding - they reduce content area, not add to cell width
- For full-width tables: use content width (page width minus left and right margins)
### Images
```javascript
// CRITICAL: type parameter is REQUIRED
new Paragraph({
children: [new ImageRun({
type: "png", // Required: png, jpg, jpeg, gif, bmp, svg
data: fs.readFileSync("image.png"),
transformation: { width: 200, height: 150 },
altText: { title: "Title", description: "Desc", name: "Name" } // All three required
})]
})
```
### Page Breaks
```javascript
// CRITICAL: PageBreak must be inside a Paragraph
new Paragraph({ children: [new PageBreak()] })
// Or use pageBreakBefore
new Paragraph({ pageBreakBefore: true, children: [new TextRun("New page")] })
```
### Hyperlinks
```javascript
// External link
new Paragraph({
children: [new ExternalHyperlink({
children: [new TextRun({ text: "Click here", style: "Hyperlink" })],
link: "https://example.com",
})]
})
// Internal link (bookmark + reference)
// 1. Create bookmark at destination
new Paragraph({ heading: HeadingLevel.HEADING_1, children: [
new Bookmark({ id: "chapter1", children: [new TextRun("Chapter 1")] }),
]})
// 2. Link to it
new Paragraph({ children: [new InternalHyperlink({
children: [new TextRun({ text: "See Chapter 1", style: "Hyperlink" })],
anchor: "chapter1",
})]})
```
### Footnotes
```javascript
const doc = new Document({
footnotes: {
1: { children: [new Paragraph("Source: Annual Report 2024")] },
2: { children: [new Paragraph("See appendix for methodology")] },
},
sections: [{
children: [new Paragraph({
children: [
new TextRun("Revenue grew 15%"),
new FootnoteReferenceRun(1),
new TextRun(" using adjusted metrics"),
new FootnoteReferenceRun(2),
],
})]
}]
});
```
### Tab Stops
```javascript
// Right-align text on same line (e.g., date opposite a title)
new Paragraph({
children: [
new TextRun("Company Name"),
new TextRun("\tJanuary 2025"),
],
tabStops: [{ type: TabStopType.RIGHT, position: TabStopPosition.MAX }],
})
// Dot leader (e.g., TOC-style)
new Paragraph({
children: [
new TextRun("Introduction"),
new TextRun({ children: [
new PositionalTab({
alignment: PositionalTabAlignment.RIGHT,
relativeTo: PositionalTabRelativeTo.MARGIN,
leader: PositionalTabLeader.DOT,
}),
"3",
]}),
],
})
```
### Multi-Column Layouts
```javascript
// Equal-width columns
sections: [{
properties: {
column: {
count: 2, // number of columns
space: 720, // gap between columns in DXA (720 = 0.5 inch)
equalWidth: true,
separate: true, // vertical line between columns
},
},
children: [/* content flows naturally across columns */]
}]
// Custom-width columns (equalWidth must be false)
sections: [{
properties: {
column: {
equalWidth: false,
children: [
new Column({ width: 5400, space: 720 }),
new Column({ width: 3240 }),
],
},
},
children: [/* content */]
}]
```
Force a column break with a new section using `type: SectionType.NEXT_COLUMN`.
### Table of Contents
```javascript
// CRITICAL: Headings must use HeadingLevel ONLY - no custom styles
new TableOfContents("Table of Contents", { hyperlink: true, headingStyleRange: "1-3" })
```
### Headers/Footers
```javascript
sections: [{
properties: {
page: { margin: { top: 1440, right: 1440, bottom: 1440, left: 1440 } } // 1440 = 1 inch
},
headers: {
default: new Header({ children: [new Paragraph({ children: [new TextRun("Header")] })] })
},
footers: {
default: new Footer({ children: [new Paragraph({
children: [new TextRun("Page "), new TextRun({ children: [PageNumber.CURRENT] })]
})] })
},
children: [/* content */]
}]
```
### Critical Rules for docx-js
- **Set page size explicitly** - docx-js defaults to A4; use US Letter (12240 x 15840 DXA) for US documents
- **Landscape: pass portrait dimensions** - docx-js swaps width/height internally; pass short edge as `width`, long edge as `height`, and set `orientation: PageOrientation.LANDSCAPE`
- **Never use `\n`** - use separate Paragraph elements
- **Never use unicode bullets** - use `LevelFormat.BULLET` with numbering config
- **PageBreak must be in Paragraph** - standalone creates invalid XML
- **ImageRun requires `type`** - always specify png/jpg/etc
- **Always set table `width` with DXA** - never use `WidthType.PERCENTAGE` (breaks in Google Docs)
- **Tables need dual widths** - `columnWidths` array AND cell `width`, both must match
- **Table width = sum of columnWidths** - for DXA, ensure they add up exactly
- **Always add cell margins** - use `margins: { top: 80, bottom: 80, left: 120, right: 120 }` for readable padding
- **Use `ShadingType.CLEAR`** - never SOLID for table shading
- **Never use tables as dividers/rules** - cells have minimum height and render as empty boxes (including in headers/footers); use `border: { bottom: { style: BorderStyle.SINGLE, size: 6, color: "2E75B6", space: 1 } }` on a Paragraph instead. For two-column footers, use tab stops (see Tab Stops section), not tables
- **TOC requires HeadingLevel only** - no custom styles on heading paragraphs
- **Override built-in styles** - use exact IDs: "Heading1", "Heading2", etc.
- **Include `outlineLevel`** - required for TOC (0 for H1, 1 for H2, etc.)
---
## Editing Existing Documents
**Follow all 3 steps in order.**
### Step 1: Unpack
```bash
python scripts/office/unpack.py document.docx unpacked/
```
Extracts XML, pretty-prints, merges adjacent runs, and converts smart quotes to XML entities (`“` etc.) so they survive editing. Use `--merge-runs false` to skip run merging.
### Step 2: Edit XML
Edit files in `unpacked/word/`. See XML Reference below for patterns.
**Use "Claude" as the author** for tracked changes and comments, unless the user explicitly requests use of a different name.
**Use the Edit tool directly for string replacement. Do not write Python scripts.** Scripts introduce unnecessary complexity. The Edit tool shows exactly what is being replaced.
**CRITICAL: Use smart quotes for new content.** When adding text with apostrophes or quotes, use XML entities to produce smart quotes:
```xml
<!-- Use these entities for professional typography -->
<w:t>Here’s a quote: “Hello”</w:t>
```
| Entity | Character |
|--------|-----------|
| `‘` | ‘ (left single) |
| `’` | ’ (right single / apostrophe) |
| `“` | “ (left double) |
| `”` | ” (right double) |
**Adding comments:** Use `comment.py` to handle boilerplate across multiple XML files (text must be pre-escaped XML):
```bash
python scripts/comment.py unpacked/ 0 "Comment text with & and ’"
python scripts/comment.py unpacked/ 1 "Reply text" --parent 0 # reply to comment 0
python scripts/comment.py unpacked/ 0 "Text" --author "Custom Author" # custom author name
```
Then add markers to document.xml (see Comments in XML Reference).
### Step 3: Pack
```bash
python scripts/office/pack.py unpacked/ output.docx --original document.docx
```
Validates with auto-repair, condenses XML, and creates DOCX. Use `--validate false` to skip.
**Auto-repair will fix:**
- `durableId` >= 0x7FFFFFFF (regenerates valid ID)
- Missing `xml:space="preserve"` on `<w:t>` with whitespace
**Auto-repair won't fix:**
- Malformed XML, invalid element nesting, missing relationships, schema violations
### Common Pitfalls
- **Replace entire `<w:r>` elements**: When adding tracked changes, replace the whole `<w:r>...</w:r>` block with `<w:del>...<w:ins>...` as siblings. Don't inject tracked change tags inside a run.
- **Preserve `<w:rPr>` formatting**: Copy the original run's `<w:rPr>` block into your tracked change runs to maintain bold, font size, etc.
---
## XML Reference
### Schema Compliance
- **Element order in `<w:pPr>`**: `<w:pStyle>`, `<w:numPr>`, `<w:spacing>`, `<w:ind>`, `<w:jc>`, `<w:rPr>` last
- **Whitespace**: Add `xml:space="preserve"` to `<w:t>` with leading/trailing spaces
- **RSIDs**: Must be 8-digit hex (e.g., `00AB1234`)
### Tracked Changes
**Insertion:**
```xml
<w:ins w:id="1" w:author="Claude" w:date="2025-01-01T00:00:00Z">
<w:r><w:t>inserted text</w:t></w:r>
</w:ins>
```
**Deletion:**
```xml
<w:del w:id="2" w:author="Claude" w:date="2025-01-01T00:00:00Z">
<w:r><w:delText>deleted text</w:delText></w:r>
</w:del>
```
**Inside `<w:del>`**: Use `<w:delText>` instead of `<w:t>`, and `<w:delInstrText>` instead of `<w:instrText>`.
**Minimal edits** - only mark what changes:
```xml
<!-- Change "30 days" to "60 days" -->
<w:r><w:t>The term is </w:t></w:r>
<w:del w:id="1" w:author="Claude" w:date="...">
<w:r><w:delText>30</w:delText></w:r>
</w:del>
<w:ins w:id="2" w:author="Claude" w:date="...">
<w:r><w:t>60</w:t></w:r>
</w:ins>
<w:r><w:t> days.</w:t></w:r>
```
**Deleting entire paragraphs/list items** - when removing ALL content from a paragraph, also mark the paragraph mark as deleted so it merges with the next paragraph. Add `<w:del/>` inside `<w:pPr><w:rPr>`:
```xml
<w:p>
<w:pPr>
<w:numPr>...</w:numPr> <!-- list numbering if present -->
<w:rPr>
<w:del w:id="1" w:author="Claude" w:date="2025-01-01T00:00:00Z"/>
</w:rPr>
</w:pPr>
<w:del w:id="2" w:author="Claude" w:date="2025-01-01T00:00:00Z">
<w:r><w:delText>Entire paragraph content being deleted...</w:delText></w:r>
</w:del>
</w:p>
```
Without the `<w:del/>` in `<w:pPr><w:rPr>`, accepting changes leaves an empty paragraph/list item.
**Rejecting another author's insertion** - nest deletion inside their insertion:
```xml
<w:ins w:author="Jane" w:id="5">
<w:del w:author="Claude" w:id="10">
<w:r><w:delText>their inserted text</w:delText></w:r>
</w:del>
</w:ins>
```
**Restoring another author's deletion** - add insertion after (don't modify their deletion):
```xml
<w:del w:author="Jane" w:id="5">
<w:r><w:delText>deleted text</w:delText></w:r>
</w:del>
<w:ins w:author="Claude" w:id="10">
<w:r><w:t>deleted text</w:t></w:r>
</w:ins>
```
### Comments
After running `comment.py` (see Step 2), add markers to document.xml. For replies, use `--parent` flag and nest markers inside the parent's.
**CRITICAL: `<w:commentRangeStart>` and `<w:commentRangeEnd>` are siblings of `<w:r>`, never inside `<w:r>`.**
```xml
<!-- Comment markers are direct children of w:p, never inside w:r -->
<w:commentRangeStart w:id="0"/>
<w:del w:id="1" w:author="Claude" w:date="2025-01-01T00:00:00Z">
<w:r><w:delText>deleted</w:delText></w:r>
</w:del>
<w:r><w:t> more text</w:t></w:r>
<w:commentRangeEnd w:id="0"/>
<w:r><w:rPr><w:rStyle w:val="CommentReference"/></w:rPr><w:commentReference w:id="0"/></w:r>
<!-- Comment 0 with reply 1 nested inside -->
<w:commentRangeStart w:id="0"/>
<w:commentRangeStart w:id="1"/>
<w:r><w:t>text</w:t></w:r>
<w:commentRangeEnd w:id="1"/>
<w:commentRangeEnd w:id="0"/>
<w:r><w:rPr><w:rStyle w:val="CommentReference"/></w:rPr><w:commentReference w:id="0"/></w:r>
<w:r><w:rPr><w:rStyle w:val="CommentReference"/></w:rPr><w:commentReference w:id="1"/></w:r>
```
### Images
1. Add image file to `word/media/`
2. Add relationship to `word/_rels/document.xml.rels`:
```xml
<Relationship Id="rId5" Type=".../image" Target="media/image1.png"/>
```
3. Add content type to `[Content_Types].xml`:
```xml
<Default Extension="png" ContentType="image/png"/>
```
4. Reference in document.xml:
```xml
<w:drawing>
<wp:inline>
<wp:extent cx="914400" cy="914400"/> <!-- EMUs: 914400 = 1 inch -->
<a:graphic>
<a:graphicData uri=".../picture">
<pic:pic>
<pic:blipFill><a:blip r:embed="rId5"/></pic:blipFill>
</pic:pic>
</a:graphicData>
</a:graphic>
</wp:inline>
</w:drawing>
```
---
## Dependencies
- **pandoc**: Text extraction
- **docx**: `npm install -g docx` (new documents)
- **LibreOffice**: PDF conversion (auto-configured for sandboxed environments via `scripts/office/soffice.py`)
- **Poppler**: `pdftoppm` for images
FILE:LICENSE.txt
© 2025 Anthropic, PBC. All rights reserved.
LICENSE: Use of these materials (including all code, prompts, assets, files,
and other components of this Skill) is governed by your agreement with
Anthropic regarding use of Anthropic's services. If no separate agreement
exists, use is governed by Anthropic's Consumer Terms of Service or
Commercial Terms of Service, as applicable:
https://www.anthropic.com/legal/consumer-terms
https://www.anthropic.com/legal/commercial-terms
Your applicable agreement is referred to as the "Agreement." "Services" are
as defined in the Agreement.
ADDITIONAL RESTRICTIONS: Notwithstanding anything in the Agreement to the
contrary, users may not:
- Extract these materials from the Services or retain copies of these
materials outside the Services
- Reproduce or copy these materials, except for temporary copies created
automatically during authorized use of the Services
- Create derivative works based on these materials
- Distribute, sublicense, or transfer these materials to any third party
- Make, offer to sell, sell, or import any inventions embodied in these
materials
- Reverse engineer, decompile, or disassemble these materials
The receipt, viewing, or possession of these materials does not convey or
imply any license or right beyond those expressly granted above.
Anthropic retains all right, title, and interest in these materials,
including all copyrights, patents, and other intellectual property rights.
FILE:scripts/__init__.py
FILE:scripts/accept_changes.py
"""Accept all tracked changes in a DOCX file using LibreOffice.
Requires LibreOffice (soffice) to be installed.
"""
import argparse
import logging
import shutil
import subprocess
from pathlib import Path
from office.soffice import get_soffice_env
logger = logging.getLogger(__name__)
LIBREOFFICE_PROFILE = "/tmp/libreoffice_docx_profile"
MACRO_DIR = f"{LIBREOFFICE_PROFILE}/user/basic/Standard"
ACCEPT_CHANGES_MACRO = """<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE script:module PUBLIC "-//OpenOffice.org//DTD OfficeDocument 1.0//EN" "module.dtd">
<script:module xmlns:script="http://openoffice.org/2000/script" script:name="Module1" script:language="StarBasic">
Sub AcceptAllTrackedChanges()
Dim document As Object
Dim dispatcher As Object
document = ThisComponent.CurrentController.Frame
dispatcher = createUnoService("com.sun.star.frame.DispatchHelper")
dispatcher.executeDispatch(document, ".uno:AcceptAllTrackedChanges", "", 0, Array())
ThisComponent.store()
ThisComponent.close(True)
End Sub
</script:module>"""
def accept_changes(
input_file: str,
output_file: str,
) -> tuple[None, str]:
input_path = Path(input_file)
output_path = Path(output_file)
if not input_path.exists():
return None, f"Error: Input file not found: {input_file}"
if not input_path.suffix.lower() == ".docx":
return None, f"Error: Input file is not a DOCX file: {input_file}"
try:
output_path.parent.mkdir(parents=True, exist_ok=True)
shutil.copy2(input_path, output_path)
except Exception as e:
return None, f"Error: Failed to copy input file to output location: {e}"
if not _setup_libreoffice_macro():
return None, "Error: Failed to setup LibreOffice macro"
cmd = [
"soffice",
"--headless",
f"-env:UserInstallation=file://{LIBREOFFICE_PROFILE}",
"--norestore",
"vnd.sun.star.script:Standard.Module1.AcceptAllTrackedChanges?language=Basic&location=application",
str(output_path.absolute()),
]
try:
result = subprocess.run(
cmd,
capture_output=True,
text=True,
timeout=30,
check=False,
env=get_soffice_env(),
)
except subprocess.TimeoutExpired:
return (
None,
f"Successfully accepted all tracked changes: {input_file} -> {output_file}",
)
if result.returncode != 0:
return None, f"Error: LibreOffice failed: {result.stderr}"
return (
None,
f"Successfully accepted all tracked changes: {input_file} -> {output_file}",
)
def _setup_libreoffice_macro() -> bool:
macro_dir = Path(MACRO_DIR)
macro_file = macro_dir / "Module1.xba"
if macro_file.exists() and "AcceptAllTrackedChanges" in macro_file.read_text():
return True
if not macro_dir.exists():
subprocess.run(
[
"soffice",
"--headless",
f"-env:UserInstallation=file://{LIBREOFFICE_PROFILE}",
"--terminate_after_init",
],
capture_output=True,
timeout=10,
check=False,
env=get_soffice_env(),
)
macro_dir.mkdir(parents=True, exist_ok=True)
try:
macro_file.write_text(ACCEPT_CHANGES_MACRO)
return True
except Exception as e:
logger.warning(f"Failed to setup LibreOffice macro: {e}")
return False
if __name__ == "__main__":
parser = argparse.ArgumentParser(
description="Accept all tracked changes in a DOCX file"
)
parser.add_argument("input_file", help="Input DOCX file with tracked changes")
parser.add_argument(
"output_file", help="Output DOCX file (clean, no tracked changes)"
)
args = parser.parse_args()
_, message = accept_changes(args.input_file, args.output_file)
print(message)
if "Error" in message:
raise SystemExit(1)
FILE:scripts/comment.py
"""Add comments to DOCX documents.
Usage:
python comment.py unpacked/ 0 "Comment text"
python comment.py unpacked/ 1 "Reply text" --parent 0
Text should be pre-escaped XML (e.g., & for &, ’ for smart quotes).
After running, add markers to document.xml:
<w:commentRangeStart w:id="0"/>
... commented content ...
<w:commentRangeEnd w:id="0"/>
<w:r><w:rPr><w:rStyle w:val="CommentReference"/></w:rPr><w:commentReference w:id="0"/></w:r>
"""
import argparse
import random
import shutil
import sys
from datetime import datetime, timezone
from pathlib import Path
import defusedxml.minidom
TEMPLATE_DIR = Path(__file__).parent / "templates"
NS = {
"w": "http://schemas.openxmlformats.org/wordprocessingml/2006/main",
"w14": "http://schemas.microsoft.com/office/word/2010/wordml",
"w15": "http://schemas.microsoft.com/office/word/2012/wordml",
"w16cid": "http://schemas.microsoft.com/office/word/2016/wordml/cid",
"w16cex": "http://schemas.microsoft.com/office/word/2018/wordml/cex",
}
COMMENT_XML = """\
<w:comment w:id="{id}" w:author="{author}" w:date="{date}" w:initials="{initials}">
<w:p w14:paraId="{para_id}" w14:textId="77777777">
<w:r>
<w:rPr><w:rStyle w:val="CommentReference"/></w:rPr>
<w:annotationRef/>
</w:r>
<w:r>
<w:rPr>
<w:color w:val="000000"/>
<w:sz w:val="20"/>
<w:szCs w:val="20"/>
</w:rPr>
<w:t>{text}</w:t>
</w:r>
</w:p>
</w:comment>"""
COMMENT_MARKER_TEMPLATE = """
Add to document.xml (markers must be direct children of w:p, never inside w:r):
<w:commentRangeStart w:id="{cid}"/>
<w:r>...</w:r>
<w:commentRangeEnd w:id="{cid}"/>
<w:r><w:rPr><w:rStyle w:val="CommentReference"/></w:rPr><w:commentReference w:id="{cid}"/></w:r>"""
REPLY_MARKER_TEMPLATE = """
Nest markers inside parent {pid}'s markers (markers must be direct children of w:p, never inside w:r):
<w:commentRangeStart w:id="{pid}"/><w:commentRangeStart w:id="{cid}"/>
<w:r>...</w:r>
<w:commentRangeEnd w:id="{cid}"/><w:commentRangeEnd w:id="{pid}"/>
<w:r><w:rPr><w:rStyle w:val="CommentReference"/></w:rPr><w:commentReference w:id="{pid}"/></w:r>
<w:r><w:rPr><w:rStyle w:val="CommentReference"/></w:rPr><w:commentReference w:id="{cid}"/></w:r>"""
def _generate_hex_id() -> str:
return f"{random.randint(0, 0x7FFFFFFE):08X}"
SMART_QUOTE_ENTITIES = {
"\u201c": "“",
"\u201d": "”",
"\u2018": "‘",
"\u2019": "’",
}
def _encode_smart_quotes(text: str) -> str:
for char, entity in SMART_QUOTE_ENTITIES.items():
text = text.replace(char, entity)
return text
def _append_xml(xml_path: Path, root_tag: str, content: str) -> None:
dom = defusedxml.minidom.parseString(xml_path.read_text(encoding="utf-8"))
root = dom.getElementsByTagName(root_tag)[0]
ns_attrs = " ".join(f'xmlns:{k}="{v}"' for k, v in NS.items())
wrapper_dom = defusedxml.minidom.parseString(f"<root {ns_attrs}>{content}</root>")
for child in wrapper_dom.documentElement.childNodes:
if child.nodeType == child.ELEMENT_NODE:
root.appendChild(dom.importNode(child, True))
output = _encode_smart_quotes(dom.toxml(encoding="UTF-8").decode("utf-8"))
xml_path.write_text(output, encoding="utf-8")
def _find_para_id(comments_path: Path, comment_id: int) -> str | None:
dom = defusedxml.minidom.parseString(comments_path.read_text(encoding="utf-8"))
for c in dom.getElementsByTagName("w:comment"):
if c.getAttribute("w:id") == str(comment_id):
for p in c.getElementsByTagName("w:p"):
if pid := p.getAttribute("w14:paraId"):
return pid
return None
def _get_next_rid(rels_path: Path) -> int:
dom = defusedxml.minidom.parseString(rels_path.read_text(encoding="utf-8"))
max_rid = 0
for rel in dom.getElementsByTagName("Relationship"):
rid = rel.getAttribute("Id")
if rid and rid.startswith("rId"):
try:
max_rid = max(max_rid, int(rid[3:]))
except ValueError:
pass
return max_rid + 1
def _has_relationship(rels_path: Path, target: str) -> bool:
dom = defusedxml.minidom.parseString(rels_path.read_text(encoding="utf-8"))
for rel in dom.getElementsByTagName("Relationship"):
if rel.getAttribute("Target") == target:
return True
return False
def _has_content_type(ct_path: Path, part_name: str) -> bool:
dom = defusedxml.minidom.parseString(ct_path.read_text(encoding="utf-8"))
for override in dom.getElementsByTagName("Override"):
if override.getAttribute("PartName") == part_name:
return True
return False
def _ensure_comment_relationships(unpacked_dir: Path) -> None:
rels_path = unpacked_dir / "word" / "_rels" / "document.xml.rels"
if not rels_path.exists():
return
if _has_relationship(rels_path, "comments.xml"):
return
dom = defusedxml.minidom.parseString(rels_path.read_text(encoding="utf-8"))
root = dom.documentElement
next_rid = _get_next_rid(rels_path)
rels = [
(
"http://schemas.openxmlformats.org/officeDocument/2006/relationships/comments",
"comments.xml",
),
(
"http://schemas.microsoft.com/office/2011/relationships/commentsExtended",
"commentsExtended.xml",
),
(
"http://schemas.microsoft.com/office/2016/09/relationships/commentsIds",
"commentsIds.xml",
),
(
"http://schemas.microsoft.com/office/2018/08/relationships/commentsExtensible",
"commentsExtensible.xml",
),
]
for rel_type, target in rels:
rel = dom.createElement("Relationship")
rel.setAttribute("Id", f"rId{next_rid}")
rel.setAttribute("Type", rel_type)
rel.setAttribute("Target", target)
root.appendChild(rel)
next_rid += 1
rels_path.write_bytes(dom.toxml(encoding="UTF-8"))
def _ensure_comment_content_types(unpacked_dir: Path) -> None:
ct_path = unpacked_dir / "[Content_Types].xml"
if not ct_path.exists():
return
if _has_content_type(ct_path, "/word/comments.xml"):
return
dom = defusedxml.minidom.parseString(ct_path.read_text(encoding="utf-8"))
root = dom.documentElement
overrides = [
(
"/word/comments.xml",
"application/vnd.openxmlformats-officedocument.wordprocessingml.comments+xml",
),
(
"/word/commentsExtended.xml",
"application/vnd.openxmlformats-officedocument.wordprocessingml.commentsExtended+xml",
),
(
"/word/commentsIds.xml",
"application/vnd.openxmlformats-officedocument.wordprocessingml.commentsIds+xml",
),
(
"/word/commentsExtensible.xml",
"application/vnd.openxmlformats-officedocument.wordprocessingml.commentsExtensible+xml",
),
]
for part_name, content_type in overrides:
override = dom.createElement("Override")
override.setAttribute("PartName", part_name)
override.setAttribute("ContentType", content_type)
root.appendChild(override)
ct_path.write_bytes(dom.toxml(encoding="UTF-8"))
def add_comment(
unpacked_dir: str,
comment_id: int,
text: str,
author: str = "Claude",
initials: str = "C",
parent_id: int | None = None,
) -> tuple[str, str]:
word = Path(unpacked_dir) / "word"
if not word.exists():
return "", f"Error: {word} not found"
para_id, durable_id = _generate_hex_id(), _generate_hex_id()
ts = datetime.now(timezone.utc).strftime("%Y-%m-%dT%H:%M:%SZ")
comments = word / "comments.xml"
first_comment = not comments.exists()
if first_comment:
shutil.copy(TEMPLATE_DIR / "comments.xml", comments)
_ensure_comment_relationships(Path(unpacked_dir))
_ensure_comment_content_types(Path(unpacked_dir))
_append_xml(
comments,
"w:comments",
COMMENT_XML.format(
id=comment_id,
author=author,
date=ts,
initials=initials,
para_id=para_id,
text=text,
),
)
ext = word / "commentsExtended.xml"
if not ext.exists():
shutil.copy(TEMPLATE_DIR / "commentsExtended.xml", ext)
if parent_id is not None:
parent_para = _find_para_id(comments, parent_id)
if not parent_para:
return "", f"Error: Parent comment {parent_id} not found"
_append_xml(
ext,
"w15:commentsEx",
f'<w15:commentEx w15:paraId="{para_id}" w15:paraIdParent="{parent_para}" w15:done="0"/>',
)
else:
_append_xml(
ext,
"w15:commentsEx",
f'<w15:commentEx w15:paraId="{para_id}" w15:done="0"/>',
)
ids = word / "commentsIds.xml"
if not ids.exists():
shutil.copy(TEMPLATE_DIR / "commentsIds.xml", ids)
_append_xml(
ids,
"w16cid:commentsIds",
f'<w16cid:commentId w16cid:paraId="{para_id}" w16cid:durableId="{durable_id}"/>',
)
extensible = word / "commentsExtensible.xml"
if not extensible.exists():
shutil.copy(TEMPLATE_DIR / "commentsExtensible.xml", extensible)
_append_xml(
extensible,
"w16cex:commentsExtensible",
f'<w16cex:commentExtensible w16cex:durableId="{durable_id}" w16cex:dateUtc="{ts}"/>',
)
action = "reply" if parent_id is not None else "comment"
return para_id, f"Added {action} {comment_id} (para_id={para_id})"
if __name__ == "__main__":
p = argparse.ArgumentParser(description="Add comments to DOCX documents")
p.add_argument("unpacked_dir", help="Unpacked DOCX directory")
p.add_argument("comment_id", type=int, help="Comment ID (must be unique)")
p.add_argument("text", help="Comment text")
p.add_argument("--author", default="Claude", help="Author name")
p.add_argument("--initials", default="C", help="Author initials")
p.add_argument("--parent", type=int, help="Parent comment ID (for replies)")
args = p.parse_args()
para_id, msg = add_comment(
args.unpacked_dir,
args.comment_id,
args.text,
args.author,
args.initials,
args.parent,
)
print(msg)
if "Error" in msg:
sys.exit(1)
cid = args.comment_id
if args.parent is not None:
print(REPLY_MARKER_TEMPLATE.format(pid=args.parent, cid=cid))
else:
print(COMMENT_MARKER_TEMPLATE.format(cid=cid))
FILE:scripts/office/helpers/__init__.py
FILE:scripts/office/helpers/merge_runs.py
"""Merge adjacent runs with identical formatting in DOCX.
Merges adjacent <w:r> elements that have identical <w:rPr> properties.
Works on runs in paragraphs and inside tracked changes (<w:ins>, <w:del>).
Also:
- Removes rsid attributes from runs (revision metadata that doesn't affect rendering)
- Removes proofErr elements (spell/grammar markers that block merging)
"""
from pathlib import Path
import defusedxml.minidom
def merge_runs(input_dir: str) -> tuple[int, str]:
doc_xml = Path(input_dir) / "word" / "document.xml"
if not doc_xml.exists():
return 0, f"Error: {doc_xml} not found"
try:
dom = defusedxml.minidom.parseString(doc_xml.read_text(encoding="utf-8"))
root = dom.documentElement
_remove_elements(root, "proofErr")
_strip_run_rsid_attrs(root)
containers = {run.parentNode for run in _find_elements(root, "r")}
merge_count = 0
for container in containers:
merge_count += _merge_runs_in(container)
doc_xml.write_bytes(dom.toxml(encoding="UTF-8"))
return merge_count, f"Merged {merge_count} runs"
except Exception as e:
return 0, f"Error: {e}"
def _find_elements(root, tag: str) -> list:
results = []
def traverse(node):
if node.nodeType == node.ELEMENT_NODE:
name = node.localName or node.tagName
if name == tag or name.endswith(f":{tag}"):
results.append(node)
for child in node.childNodes:
traverse(child)
traverse(root)
return results
def _get_child(parent, tag: str):
for child in parent.childNodes:
if child.nodeType == child.ELEMENT_NODE:
name = child.localName or child.tagName
if name == tag or name.endswith(f":{tag}"):
return child
return None
def _get_children(parent, tag: str) -> list:
results = []
for child in parent.childNodes:
if child.nodeType == child.ELEMENT_NODE:
name = child.localName or child.tagName
if name == tag or name.endswith(f":{tag}"):
results.append(child)
return results
def _is_adjacent(elem1, elem2) -> bool:
node = elem1.nextSibling
while node:
if node == elem2:
return True
if node.nodeType == node.ELEMENT_NODE:
return False
if node.nodeType == node.TEXT_NODE and node.data.strip():
return False
node = node.nextSibling
return False
def _remove_elements(root, tag: str):
for elem in _find_elements(root, tag):
if elem.parentNode:
elem.parentNode.removeChild(elem)
def _strip_run_rsid_attrs(root):
for run in _find_elements(root, "r"):
for attr in list(run.attributes.values()):
if "rsid" in attr.name.lower():
run.removeAttribute(attr.name)
def _merge_runs_in(container) -> int:
merge_count = 0
run = _first_child_run(container)
while run:
while True:
next_elem = _next_element_sibling(run)
if next_elem and _is_run(next_elem) and _can_merge(run, next_elem):
_merge_run_content(run, next_elem)
container.removeChild(next_elem)
merge_count += 1
else:
break
_consolidate_text(run)
run = _next_sibling_run(run)
return merge_count
def _first_child_run(container):
for child in container.childNodes:
if child.nodeType == child.ELEMENT_NODE and _is_run(child):
return child
return None
def _next_element_sibling(node):
sibling = node.nextSibling
while sibling:
if sibling.nodeType == sibling.ELEMENT_NODE:
return sibling
sibling = sibling.nextSibling
return None
def _next_sibling_run(node):
sibling = node.nextSibling
while sibling:
if sibling.nodeType == sibling.ELEMENT_NODE:
if _is_run(sibling):
return sibling
sibling = sibling.nextSibling
return None
def _is_run(node) -> bool:
name = node.localName or node.tagName
return name == "r" or name.endswith(":r")
def _can_merge(run1, run2) -> bool:
rpr1 = _get_child(run1, "rPr")
rpr2 = _get_child(run2, "rPr")
if (rpr1 is None) != (rpr2 is None):
return False
if rpr1 is None:
return True
return rpr1.toxml() == rpr2.toxml()
def _merge_run_content(target, source):
for child in list(source.childNodes):
if child.nodeType == child.ELEMENT_NODE:
name = child.localName or child.tagName
if name != "rPr" and not name.endswith(":rPr"):
target.appendChild(child)
def _consolidate_text(run):
t_elements = _get_children(run, "t")
for i in range(len(t_elements) - 1, 0, -1):
curr, prev = t_elements[i], t_elements[i - 1]
if _is_adjacent(prev, curr):
prev_text = prev.firstChild.data if prev.firstChild else ""
curr_text = curr.firstChild.data if curr.firstChild else ""
merged = prev_text + curr_text
if prev.firstChild:
prev.firstChild.data = merged
else:
prev.appendChild(run.ownerDocument.createTextNode(merged))
if merged.startswith(" ") or merged.endswith(" "):
prev.setAttribute("xml:space", "preserve")
elif prev.hasAttribute("xml:space"):
prev.removeAttribute("xml:space")
run.removeChild(curr)
FILE:scripts/office/helpers/simplify_redlines.py
"""Simplify tracked changes by merging adjacent w:ins or w:del elements.
Merges adjacent <w:ins> elements from the same author into a single element.
Same for <w:del> elements. This makes heavily-redlined documents easier to
work with by reducing the number of tracked change wrappers.
Rules:
- Only merges w:ins with w:ins, w:del with w:del (same element type)
- Only merges if same author (ignores timestamp differences)
- Only merges if truly adjacent (only whitespace between them)
"""
import xml.etree.ElementTree as ET
import zipfile
from pathlib import Path
import defusedxml.minidom
WORD_NS = "http://schemas.openxmlformats.org/wordprocessingml/2006/main"
def simplify_redlines(input_dir: str) -> tuple[int, str]:
doc_xml = Path(input_dir) / "word" / "document.xml"
if not doc_xml.exists():
return 0, f"Error: {doc_xml} not found"
try:
dom = defusedxml.minidom.parseString(doc_xml.read_text(encoding="utf-8"))
root = dom.documentElement
merge_count = 0
containers = _find_elements(root, "p") + _find_elements(root, "tc")
for container in containers:
merge_count += _merge_tracked_changes_in(container, "ins")
merge_count += _merge_tracked_changes_in(container, "del")
doc_xml.write_bytes(dom.toxml(encoding="UTF-8"))
return merge_count, f"Simplified {merge_count} tracked changes"
except Exception as e:
return 0, f"Error: {e}"
def _merge_tracked_changes_in(container, tag: str) -> int:
merge_count = 0
tracked = [
child
for child in container.childNodes
if child.nodeType == child.ELEMENT_NODE and _is_element(child, tag)
]
if len(tracked) < 2:
return 0
i = 0
while i < len(tracked) - 1:
curr = tracked[i]
next_elem = tracked[i + 1]
if _can_merge_tracked(curr, next_elem):
_merge_tracked_content(curr, next_elem)
container.removeChild(next_elem)
tracked.pop(i + 1)
merge_count += 1
else:
i += 1
return merge_count
def _is_element(node, tag: str) -> bool:
name = node.localName or node.tagName
return name == tag or name.endswith(f":{tag}")
def _get_author(elem) -> str:
author = elem.getAttribute("w:author")
if not author:
for attr in elem.attributes.values():
if attr.localName == "author" or attr.name.endswith(":author"):
return attr.value
return author
def _can_merge_tracked(elem1, elem2) -> bool:
if _get_author(elem1) != _get_author(elem2):
return False
node = elem1.nextSibling
while node and node != elem2:
if node.nodeType == node.ELEMENT_NODE:
return False
if node.nodeType == node.TEXT_NODE and node.data.strip():
return False
node = node.nextSibling
return True
def _merge_tracked_content(target, source):
while source.firstChild:
child = source.firstChild
source.removeChild(child)
target.appendChild(child)
def _find_elements(root, tag: str) -> list:
results = []
def traverse(node):
if node.nodeType == node.ELEMENT_NODE:
name = node.localName or node.tagName
if name == tag or name.endswith(f":{tag}"):
results.append(node)
for child in node.childNodes:
traverse(child)
traverse(root)
return results
def get_tracked_change_authors(doc_xml_path: Path) -> dict[str, int]:
if not doc_xml_path.exists():
return {}
try:
tree = ET.parse(doc_xml_path)
root = tree.getroot()
except ET.ParseError:
return {}
namespaces = {"w": WORD_NS}
author_attr = f"{{{WORD_NS}}}author"
authors: dict[str, int] = {}
for tag in ["ins", "del"]:
for elem in root.findall(f".//w:{tag}", namespaces):
author = elem.get(author_attr)
if author:
authors[author] = authors.get(author, 0) + 1
return authors
def _get_authors_from_docx(docx_path: Path) -> dict[str, int]:
try:
with zipfile.ZipFile(docx_path, "r") as zf:
if "word/document.xml" not in zf.namelist():
return {}
with zf.open("word/document.xml") as f:
tree = ET.parse(f)
root = tree.getroot()
namespaces = {"w": WORD_NS}
author_attr = f"{{{WORD_NS}}}author"
authors: dict[str, int] = {}
for tag in ["ins", "del"]:
for elem in root.findall(f".//w:{tag}", namespaces):
author = elem.get(author_attr)
if author:
authors[author] = authors.get(author, 0) + 1
return authors
except (zipfile.BadZipFile, ET.ParseError):
return {}
def infer_author(modified_dir: Path, original_docx: Path, default: str = "Claude") -> str:
modified_xml = modified_dir / "word" / "document.xml"
modified_authors = get_tracked_change_authors(modified_xml)
if not modified_authors:
return default
original_authors = _get_authors_from_docx(original_docx)
new_changes: dict[str, int] = {}
for author, count in modified_authors.items():
original_count = original_authors.get(author, 0)
diff = count - original_count
if diff > 0:
new_changes[author] = diff
if not new_changes:
return default
if len(new_changes) == 1:
return next(iter(new_changes))
raise ValueError(
f"Multiple authors added new changes: {new_changes}. "
"Cannot infer which author to validate."
)
FILE:scripts/office/pack.py
"""Pack a directory into a DOCX, PPTX, or XLSX file.
Validates with auto-repair, condenses XML formatting, and creates the Office file.
Usage:
python pack.py <input_directory> <output_file> [--original <file>] [--validate true|false]
Examples:
python pack.py unpacked/ output.docx --original input.docx
python pack.py unpacked/ output.pptx --validate false
"""
import argparse
import sys
import shutil
import tempfile
import zipfile
from pathlib import Path
import defusedxml.minidom
from validators import DOCXSchemaValidator, PPTXSchemaValidator, RedliningValidator
def pack(
input_directory: str,
output_file: str,
original_file: str | None = None,
validate: bool = True,
infer_author_func=None,
) -> tuple[None, str]:
input_dir = Path(input_directory)
output_path = Path(output_file)
suffix = output_path.suffix.lower()
if not input_dir.is_dir():
return None, f"Error: {input_dir} is not a directory"
if suffix not in {".docx", ".pptx", ".xlsx"}:
return None, f"Error: {output_file} must be a .docx, .pptx, or .xlsx file"
if validate and original_file:
original_path = Path(original_file)
if original_path.exists():
success, output = _run_validation(
input_dir, original_path, suffix, infer_author_func
)
if output:
print(output)
if not success:
return None, f"Error: Validation failed for {input_dir}"
with tempfile.TemporaryDirectory() as temp_dir:
temp_content_dir = Path(temp_dir) / "content"
shutil.copytree(input_dir, temp_content_dir)
for pattern in ["*.xml", "*.rels"]:
for xml_file in temp_content_dir.rglob(pattern):
_condense_xml(xml_file)
output_path.parent.mkdir(parents=True, exist_ok=True)
with zipfile.ZipFile(output_path, "w", zipfile.ZIP_DEFLATED) as zf:
for f in temp_content_dir.rglob("*"):
if f.is_file():
zf.write(f, f.relative_to(temp_content_dir))
return None, f"Successfully packed {input_dir} to {output_file}"
def _run_validation(
unpacked_dir: Path,
original_file: Path,
suffix: str,
infer_author_func=None,
) -> tuple[bool, str | None]:
output_lines = []
validators = []
if suffix == ".docx":
author = "Claude"
if infer_author_func:
try:
author = infer_author_func(unpacked_dir, original_file)
except ValueError as e:
print(f"Warning: {e} Using default author 'Claude'.", file=sys.stderr)
validators = [
DOCXSchemaValidator(unpacked_dir, original_file),
RedliningValidator(unpacked_dir, original_file, author=author),
]
elif suffix == ".pptx":
validators = [PPTXSchemaValidator(unpacked_dir, original_file)]
if not validators:
return True, None
total_repairs = sum(v.repair() for v in validators)
if total_repairs:
output_lines.append(f"Auto-repaired {total_repairs} issue(s)")
success = all(v.validate() for v in validators)
if success:
output_lines.append("All validations PASSED!")
return success, "\n".join(output_lines) if output_lines else None
def _condense_xml(xml_file: Path) -> None:
try:
with open(xml_file, encoding="utf-8") as f:
dom = defusedxml.minidom.parse(f)
for element in dom.getElementsByTagName("*"):
if element.tagName.endswith(":t"):
continue
for child in list(element.childNodes):
if (
child.nodeType == child.TEXT_NODE
and child.nodeValue
and child.nodeValue.strip() == ""
) or child.nodeType == child.COMMENT_NODE:
element.removeChild(child)
xml_file.write_bytes(dom.toxml(encoding="UTF-8"))
except Exception as e:
print(f"ERROR: Failed to parse {xml_file.name}: {e}", file=sys.stderr)
raise
if __name__ == "__main__":
parser = argparse.ArgumentParser(
description="Pack a directory into a DOCX, PPTX, or XLSX file"
)
parser.add_argument("input_directory", help="Unpacked Office document directory")
parser.add_argument("output_file", help="Output Office file (.docx/.pptx/.xlsx)")
parser.add_argument(
"--original",
help="Original file for validation comparison",
)
parser.add_argument(
"--validate",
type=lambda x: x.lower() == "true",
default=True,
metavar="true|false",
help="Run validation with auto-repair (default: true)",
)
args = parser.parse_args()
_, message = pack(
args.input_directory,
args.output_file,
original_file=args.original,
validate=args.validate,
)
print(message)
if "Error" in message:
sys.exit(1)
FILE:scripts/office/soffice.py
"""
Helper for running LibreOffice (soffice) in environments where AF_UNIX
sockets may be blocked (e.g., sandboxed VMs). Detects the restriction
at runtime and applies an LD_PRELOAD shim if needed.
Usage:
from office.soffice import run_soffice, get_soffice_env
# Option 1 – run soffice directly
result = run_soffice(["--headless", "--convert-to", "pdf", "input.docx"])
# Option 2 – get env dict for your own subprocess calls
env = get_soffice_env()
subprocess.run(["soffice", ...], env=env)
"""
import os
import socket
import subprocess
import tempfile
from pathlib import Path
def get_soffice_env() -> dict:
env = os.environ.copy()
env["SAL_USE_VCLPLUGIN"] = "svp"
if _needs_shim():
shim = _ensure_shim()
env["LD_PRELOAD"] = str(shim)
return env
def run_soffice(args: list[str], **kwargs) -> subprocess.CompletedProcess:
env = get_soffice_env()
return subprocess.run(["soffice"] + args, env=env, **kwargs)
_SHIM_SO = Path(tempfile.gettempdir()) / "lo_socket_shim.so"
def _needs_shim() -> bool:
try:
s = socket.socket(socket.AF_UNIX, socket.SOCK_STREAM)
s.close()
return False
except OSError:
return True
def _ensure_shim() -> Path:
if _SHIM_SO.exists():
return _SHIM_SO
src = Path(tempfile.gettempdir()) / "lo_socket_shim.c"
src.write_text(_SHIM_SOURCE)
subprocess.run(
["gcc", "-shared", "-fPIC", "-o", str(_SHIM_SO), str(src), "-ldl"],
check=True,
capture_output=True,
)
src.unlink()
return _SHIM_SO
_SHIM_SOURCE = r"""
#define _GNU_SOURCE
#include <dlfcn.h>
#include <errno.h>
#include <signal.h>
#include <stdio.h>
#include <stdlib.h>
#include <sys/socket.h>
#include <unistd.h>
static int (*real_socket)(int, int, int);
static int (*real_socketpair)(int, int, int, int[2]);
static int (*real_listen)(int, int);
static int (*real_accept)(int, struct sockaddr *, socklen_t *);
static int (*real_close)(int);
static int (*real_read)(int, void *, size_t);
/* Per-FD bookkeeping (FDs >= 1024 are passed through unshimmed). */
static int is_shimmed[1024];
static int peer_of[1024];
static int wake_r[1024]; /* accept() blocks reading this */
static int wake_w[1024]; /* close() writes to this */
static int listener_fd = -1; /* FD that received listen() */
__attribute__((constructor))
static void init(void) {
real_socket = dlsym(RTLD_NEXT, "socket");
real_socketpair = dlsym(RTLD_NEXT, "socketpair");
real_listen = dlsym(RTLD_NEXT, "listen");
real_accept = dlsym(RTLD_NEXT, "accept");
real_close = dlsym(RTLD_NEXT, "close");
real_read = dlsym(RTLD_NEXT, "read");
for (int i = 0; i < 1024; i++) {
peer_of[i] = -1;
wake_r[i] = -1;
wake_w[i] = -1;
}
}
/* ---- socket ---------------------------------------------------------- */
int socket(int domain, int type, int protocol) {
if (domain == AF_UNIX) {
int fd = real_socket(domain, type, protocol);
if (fd >= 0) return fd;
/* socket(AF_UNIX) blocked – fall back to socketpair(). */
int sv[2];
if (real_socketpair(domain, type, protocol, sv) == 0) {
if (sv[0] >= 0 && sv[0] < 1024) {
is_shimmed[sv[0]] = 1;
peer_of[sv[0]] = sv[1];
int wp[2];
if (pipe(wp) == 0) {
wake_r[sv[0]] = wp[0];
wake_w[sv[0]] = wp[1];
}
}
return sv[0];
}
errno = EPERM;
return -1;
}
return real_socket(domain, type, protocol);
}
/* ---- listen ---------------------------------------------------------- */
int listen(int sockfd, int backlog) {
if (sockfd >= 0 && sockfd < 1024 && is_shimmed[sockfd]) {
listener_fd = sockfd;
return 0;
}
return real_listen(sockfd, backlog);
}
/* ---- accept ---------------------------------------------------------- */
int accept(int sockfd, struct sockaddr *addr, socklen_t *addrlen) {
if (sockfd >= 0 && sockfd < 1024 && is_shimmed[sockfd]) {
/* Block until close() writes to the wake pipe. */
if (wake_r[sockfd] >= 0) {
char buf;
real_read(wake_r[sockfd], &buf, 1);
}
errno = ECONNABORTED;
return -1;
}
return real_accept(sockfd, addr, addrlen);
}
/* ---- close ----------------------------------------------------------- */
int close(int fd) {
if (fd >= 0 && fd < 1024 && is_shimmed[fd]) {
int was_listener = (fd == listener_fd);
is_shimmed[fd] = 0;
if (wake_w[fd] >= 0) { /* unblock accept() */
char c = 0;
write(wake_w[fd], &c, 1);
real_close(wake_w[fd]);
wake_w[fd] = -1;
}
if (wake_r[fd] >= 0) { real_close(wake_r[fd]); wake_r[fd] = -1; }
if (peer_of[fd] >= 0) { real_close(peer_of[fd]); peer_of[fd] = -1; }
if (was_listener)
_exit(0); /* conversion done – exit */
}
return real_close(fd);
}
"""
if __name__ == "__main__":
import sys
result = run_soffice(sys.argv[1:])
sys.exit(result.returncode)
FILE:scripts/office/unpack.py
"""Unpack Office files (DOCX, PPTX, XLSX) for editing.
Extracts the ZIP archive, pretty-prints XML files, and optionally:
- Merges adjacent runs with identical formatting (DOCX only)
- Simplifies adjacent tracked changes from same author (DOCX only)
Usage:
python unpack.py <office_file> <output_dir> [options]
Examples:
python unpack.py document.docx unpacked/
python unpack.py presentation.pptx unpacked/
python unpack.py document.docx unpacked/ --merge-runs false
"""
import argparse
import sys
import zipfile
from pathlib import Path
import defusedxml.minidom
from helpers.merge_runs import merge_runs as do_merge_runs
from helpers.simplify_redlines import simplify_redlines as do_simplify_redlines
SMART_QUOTE_REPLACEMENTS = {
"\u201c": "“",
"\u201d": "”",
"\u2018": "‘",
"\u2019": "’",
}
def unpack(
input_file: str,
output_directory: str,
merge_runs: bool = True,
simplify_redlines: bool = True,
) -> tuple[None, str]:
input_path = Path(input_file)
output_path = Path(output_directory)
suffix = input_path.suffix.lower()
if not input_path.exists():
return None, f"Error: {input_file} does not exist"
if suffix not in {".docx", ".pptx", ".xlsx"}:
return None, f"Error: {input_file} must be a .docx, .pptx, or .xlsx file"
try:
output_path.mkdir(parents=True, exist_ok=True)
with zipfile.ZipFile(input_path, "r") as zf:
zf.extractall(output_path)
xml_files = list(output_path.rglob("*.xml")) + list(output_path.rglob("*.rels"))
for xml_file in xml_files:
_pretty_print_xml(xml_file)
message = f"Unpacked {input_file} ({len(xml_files)} XML files)"
if suffix == ".docx":
if simplify_redlines:
simplify_count, _ = do_simplify_redlines(str(output_path))
message += f", simplified {simplify_count} tracked changes"
if merge_runs:
merge_count, _ = do_merge_runs(str(output_path))
message += f", merged {merge_count} runs"
for xml_file in xml_files:
_escape_smart_quotes(xml_file)
return None, message
except zipfile.BadZipFile:
return None, f"Error: {input_file} is not a valid Office file"
except Exception as e:
return None, f"Error unpacking: {e}"
def _pretty_print_xml(xml_file: Path) -> None:
try:
content = xml_file.read_text(encoding="utf-8")
dom = defusedxml.minidom.parseString(content)
xml_file.write_bytes(dom.toprettyxml(indent=" ", encoding="utf-8"))
except Exception:
pass
def _escape_smart_quotes(xml_file: Path) -> None:
try:
content = xml_file.read_text(encoding="utf-8")
for char, entity in SMART_QUOTE_REPLACEMENTS.items():
content = content.replace(char, entity)
xml_file.write_text(content, encoding="utf-8")
except Exception:
pass
if __name__ == "__main__":
parser = argparse.ArgumentParser(
description="Unpack an Office file (DOCX, PPTX, XLSX) for editing"
)
parser.add_argument("input_file", help="Office file to unpack")
parser.add_argument("output_directory", help="Output directory")
parser.add_argument(
"--merge-runs",
type=lambda x: x.lower() == "true",
default=True,
metavar="true|false",
help="Merge adjacent runs with identical formatting (DOCX only, default: true)",
)
parser.add_argument(
"--simplify-redlines",
type=lambda x: x.lower() == "true",
default=True,
metavar="true|false",
help="Merge adjacent tracked changes from same author (DOCX only, default: true)",
)
args = parser.parse_args()
_, message = unpack(
args.input_file,
args.output_directory,
merge_runs=args.merge_runs,
simplify_redlines=args.simplify_redlines,
)
print(message)
if "Error" in message:
sys.exit(1)
FILE:scripts/office/validate.py
"""
Command line tool to validate Office document XML files against XSD schemas and tracked changes.
Usage:
python validate.py <path> [--original <original_file>] [--auto-repair] [--author NAME]
The first argument can be either:
- An unpacked directory containing the Office document XML files
- A packed Office file (.docx/.pptx/.xlsx) which will be unpacked to a temp directory
Auto-repair fixes:
- paraId/durableId values that exceed OOXML limits
- Missing xml:space="preserve" on w:t elements with whitespace
"""
import argparse
import sys
import tempfile
import zipfile
from pathlib import Path
from validators import DOCXSchemaValidator, PPTXSchemaValidator, RedliningValidator
def main():
parser = argparse.ArgumentParser(description="Validate Office document XML files")
parser.add_argument(
"path",
help="Path to unpacked directory or packed Office file (.docx/.pptx/.xlsx)",
)
parser.add_argument(
"--original",
required=False,
default=None,
help="Path to original file (.docx/.pptx/.xlsx). If omitted, all XSD errors are reported and redlining validation is skipped.",
)
parser.add_argument(
"-v",
"--verbose",
action="store_true",
help="Enable verbose output",
)
parser.add_argument(
"--auto-repair",
action="store_true",
help="Automatically repair common issues (hex IDs, whitespace preservation)",
)
parser.add_argument(
"--author",
default="Claude",
help="Author name for redlining validation (default: Claude)",
)
args = parser.parse_args()
path = Path(args.path)
assert path.exists(), f"Error: {path} does not exist"
original_file = None
if args.original:
original_file = Path(args.original)
assert original_file.is_file(), f"Error: {original_file} is not a file"
assert original_file.suffix.lower() in [".docx", ".pptx", ".xlsx"], (
f"Error: {original_file} must be a .docx, .pptx, or .xlsx file"
)
file_extension = (original_file or path).suffix.lower()
assert file_extension in [".docx", ".pptx", ".xlsx"], (
f"Error: Cannot determine file type from {path}. Use --original or provide a .docx/.pptx/.xlsx file."
)
if path.is_file() and path.suffix.lower() in [".docx", ".pptx", ".xlsx"]:
temp_dir = tempfile.mkdtemp()
with zipfile.ZipFile(path, "r") as zf:
zf.extractall(temp_dir)
unpacked_dir = Path(temp_dir)
else:
assert path.is_dir(), f"Error: {path} is not a directory or Office file"
unpacked_dir = path
match file_extension:
case ".docx":
validators = [
DOCXSchemaValidator(unpacked_dir, original_file, verbose=args.verbose),
]
if original_file:
validators.append(
RedliningValidator(unpacked_dir, original_file, verbose=args.verbose, author=args.author)
)
case ".pptx":
validators = [
PPTXSchemaValidator(unpacked_dir, original_file, verbose=args.verbose),
]
case _:
print(f"Error: Validation not supported for file type {file_extension}")
sys.exit(1)
if args.auto_repair:
total_repairs = sum(v.repair() for v in validators)
if total_repairs:
print(f"Auto-repaired {total_repairs} issue(s)")
success = all(v.validate() for v in validators)
if success:
print("All validations PASSED!")
sys.exit(0 if success else 1)
if __name__ == "__main__":
main()
FILE:scripts/office/validators/__init__.py
"""
Validation modules for Word document processing.
"""
from .base import BaseSchemaValidator
from .docx import DOCXSchemaValidator
from .pptx import PPTXSchemaValidator
from .redlining import RedliningValidator
__all__ = [
"BaseSchemaValidator",
"DOCXSchemaValidator",
"PPTXSchemaValidator",
"RedliningValidator",
]
FILE:scripts/office/validators/base.py
"""
Base validator with common validation logic for document files.
"""
import re
from pathlib import Path
import defusedxml.minidom
import lxml.etree
class BaseSchemaValidator:
IGNORED_VALIDATION_ERRORS = [
"hyphenationZone",
"purl.org/dc/terms",
]
UNIQUE_ID_REQUIREMENTS = {
"comment": ("id", "file"),
"commentrangestart": ("id", "file"),
"commentrangeend": ("id", "file"),
"bookmarkstart": ("id", "file"),
"bookmarkend": ("id", "file"),
"sldid": ("id", "file"),
"sldmasterid": ("id", "global"),
"sldlayoutid": ("id", "global"),
"cm": ("authorid", "file"),
"sheet": ("sheetid", "file"),
"definedname": ("id", "file"),
"cxnsp": ("id", "file"),
"sp": ("id", "file"),
"pic": ("id", "file"),
"grpsp": ("id", "file"),
}
EXCLUDED_ID_CONTAINERS = {
"sectionlst",
}
ELEMENT_RELATIONSHIP_TYPES = {}
SCHEMA_MAPPINGS = {
"word": "ISO-IEC29500-4_2016/wml.xsd",
"ppt": "ISO-IEC29500-4_2016/pml.xsd",
"xl": "ISO-IEC29500-4_2016/sml.xsd",
"[Content_Types].xml": "ecma/fouth-edition/opc-contentTypes.xsd",
"app.xml": "ISO-IEC29500-4_2016/shared-documentPropertiesExtended.xsd",
"core.xml": "ecma/fouth-edition/opc-coreProperties.xsd",
"custom.xml": "ISO-IEC29500-4_2016/shared-documentPropertiesCustom.xsd",
".rels": "ecma/fouth-edition/opc-relationships.xsd",
"people.xml": "microsoft/wml-2012.xsd",
"commentsIds.xml": "microsoft/wml-cid-2016.xsd",
"commentsExtensible.xml": "microsoft/wml-cex-2018.xsd",
"commentsExtended.xml": "microsoft/wml-2012.xsd",
"chart": "ISO-IEC29500-4_2016/dml-chart.xsd",
"theme": "ISO-IEC29500-4_2016/dml-main.xsd",
"drawing": "ISO-IEC29500-4_2016/dml-main.xsd",
}
MC_NAMESPACE = "http://schemas.openxmlformats.org/markup-compatibility/2006"
XML_NAMESPACE = "http://www.w3.org/XML/1998/namespace"
PACKAGE_RELATIONSHIPS_NAMESPACE = (
"http://schemas.openxmlformats.org/package/2006/relationships"
)
OFFICE_RELATIONSHIPS_NAMESPACE = (
"http://schemas.openxmlformats.org/officeDocument/2006/relationships"
)
CONTENT_TYPES_NAMESPACE = (
"http://schemas.openxmlformats.org/package/2006/content-types"
)
MAIN_CONTENT_FOLDERS = {"word", "ppt", "xl"}
OOXML_NAMESPACES = {
"http://schemas.openxmlformats.org/officeDocument/2006/math",
"http://schemas.openxmlformats.org/officeDocument/2006/relationships",
"http://schemas.openxmlformats.org/schemaLibrary/2006/main",
"http://schemas.openxmlformats.org/drawingml/2006/main",
"http://schemas.openxmlformats.org/drawingml/2006/chart",
"http://schemas.openxmlformats.org/drawingml/2006/chartDrawing",
"http://schemas.openxmlformats.org/drawingml/2006/diagram",
"http://schemas.openxmlformats.org/drawingml/2006/picture",
"http://schemas.openxmlformats.org/drawingml/2006/spreadsheetDrawing",
"http://schemas.openxmlformats.org/drawingml/2006/wordprocessingDrawing",
"http://schemas.openxmlformats.org/wordprocessingml/2006/main",
"http://schemas.openxmlformats.org/presentationml/2006/main",
"http://schemas.openxmlformats.org/spreadsheetml/2006/main",
"http://schemas.openxmlformats.org/officeDocument/2006/sharedTypes",
"http://www.w3.org/XML/1998/namespace",
}
def __init__(self, unpacked_dir, original_file=None, verbose=False):
self.unpacked_dir = Path(unpacked_dir).resolve()
self.original_file = Path(original_file) if original_file else None
self.verbose = verbose
self.schemas_dir = Path(__file__).parent.parent / "schemas"
patterns = ["*.xml", "*.rels"]
self.xml_files = [
f for pattern in patterns for f in self.unpacked_dir.rglob(pattern)
]
if not self.xml_files:
print(f"Warning: No XML files found in {self.unpacked_dir}")
def validate(self):
raise NotImplementedError("Subclasses must implement the validate method")
def repair(self) -> int:
return self.repair_whitespace_preservation()
def repair_whitespace_preservation(self) -> int:
repairs = 0
for xml_file in self.xml_files:
try:
content = xml_file.read_text(encoding="utf-8")
dom = defusedxml.minidom.parseString(content)
modified = False
for elem in dom.getElementsByTagName("*"):
if elem.tagName.endswith(":t") and elem.firstChild:
text = elem.firstChild.nodeValue
if text and (text.startswith((' ', '\t')) or text.endswith((' ', '\t'))):
if elem.getAttribute("xml:space") != "preserve":
elem.setAttribute("xml:space", "preserve")
text_preview = repr(text[:30]) + "..." if len(text) > 30 else repr(text)
print(f" Repaired: {xml_file.name}: Added xml:space='preserve' to {elem.tagName}: {text_preview}")
repairs += 1
modified = True
if modified:
xml_file.write_bytes(dom.toxml(encoding="UTF-8"))
except Exception:
pass
return repairs
def validate_xml(self):
errors = []
for xml_file in self.xml_files:
try:
lxml.etree.parse(str(xml_file))
except lxml.etree.XMLSyntaxError as e:
errors.append(
f" {xml_file.relative_to(self.unpacked_dir)}: "
f"Line {e.lineno}: {e.msg}"
)
except Exception as e:
errors.append(
f" {xml_file.relative_to(self.unpacked_dir)}: "
f"Unexpected error: {str(e)}"
)
if errors:
print(f"FAILED - Found {len(errors)} XML violations:")
for error in errors:
print(error)
return False
else:
if self.verbose:
print("PASSED - All XML files are well-formed")
return True
def validate_namespaces(self):
errors = []
for xml_file in self.xml_files:
try:
root = lxml.etree.parse(str(xml_file)).getroot()
declared = set(root.nsmap.keys()) - {None}
for attr_val in [
v for k, v in root.attrib.items() if k.endswith("Ignorable")
]:
undeclared = set(attr_val.split()) - declared
errors.extend(
f" {xml_file.relative_to(self.unpacked_dir)}: "
f"Namespace '{ns}' in Ignorable but not declared"
for ns in undeclared
)
except lxml.etree.XMLSyntaxError:
continue
if errors:
print(f"FAILED - {len(errors)} namespace issues:")
for error in errors:
print(error)
return False
if self.verbose:
print("PASSED - All namespace prefixes properly declared")
return True
def validate_unique_ids(self):
errors = []
global_ids = {}
for xml_file in self.xml_files:
try:
root = lxml.etree.parse(str(xml_file)).getroot()
file_ids = {}
mc_elements = root.xpath(
".//mc:AlternateContent", namespaces={"mc": self.MC_NAMESPACE}
)
for elem in mc_elements:
elem.getparent().remove(elem)
for elem in root.iter():
tag = (
elem.tag.split("}")[-1].lower()
if "}" in elem.tag
else elem.tag.lower()
)
if tag in self.UNIQUE_ID_REQUIREMENTS:
in_excluded_container = any(
ancestor.tag.split("}")[-1].lower() in self.EXCLUDED_ID_CONTAINERS
for ancestor in elem.iterancestors()
)
if in_excluded_container:
continue
attr_name, scope = self.UNIQUE_ID_REQUIREMENTS[tag]
id_value = None
for attr, value in elem.attrib.items():
attr_local = (
attr.split("}")[-1].lower()
if "}" in attr
else attr.lower()
)
if attr_local == attr_name:
id_value = value
break
if id_value is not None:
if scope == "global":
if id_value in global_ids:
prev_file, prev_line, prev_tag = global_ids[
id_value
]
errors.append(
f" {xml_file.relative_to(self.unpacked_dir)}: "
f"Line {elem.sourceline}: Global ID '{id_value}' in <{tag}> "
f"already used in {prev_file} at line {prev_line} in <{prev_tag}>"
)
else:
global_ids[id_value] = (
xml_file.relative_to(self.unpacked_dir),
elem.sourceline,
tag,
)
elif scope == "file":
key = (tag, attr_name)
if key not in file_ids:
file_ids[key] = {}
if id_value in file_ids[key]:
prev_line = file_ids[key][id_value]
errors.append(
f" {xml_file.relative_to(self.unpacked_dir)}: "
f"Line {elem.sourceline}: Duplicate {attr_name}='{id_value}' in <{tag}> "
f"(first occurrence at line {prev_line})"
)
else:
file_ids[key][id_value] = elem.sourceline
except (lxml.etree.XMLSyntaxError, Exception) as e:
errors.append(
f" {xml_file.relative_to(self.unpacked_dir)}: Error: {e}"
)
if errors:
print(f"FAILED - Found {len(errors)} ID uniqueness violations:")
for error in errors:
print(error)
return False
else:
if self.verbose:
print("PASSED - All required IDs are unique")
return True
def validate_file_references(self):
errors = []
rels_files = list(self.unpacked_dir.rglob("*.rels"))
if not rels_files:
if self.verbose:
print("PASSED - No .rels files found")
return True
all_files = []
for file_path in self.unpacked_dir.rglob("*"):
if (
file_path.is_file()
and file_path.name != "[Content_Types].xml"
and not file_path.name.endswith(".rels")
):
all_files.append(file_path.resolve())
all_referenced_files = set()
if self.verbose:
print(
f"Found {len(rels_files)} .rels files and {len(all_files)} target files"
)
for rels_file in rels_files:
try:
rels_root = lxml.etree.parse(str(rels_file)).getroot()
rels_dir = rels_file.parent
referenced_files = set()
broken_refs = []
for rel in rels_root.findall(
".//ns:Relationship",
namespaces={"ns": self.PACKAGE_RELATIONSHIPS_NAMESPACE},
):
target = rel.get("Target")
if target and not target.startswith(
("http", "mailto:")
):
if target.startswith("/"):
target_path = self.unpacked_dir / target.lstrip("/")
elif rels_file.name == ".rels":
target_path = self.unpacked_dir / target
else:
base_dir = rels_dir.parent
target_path = base_dir / target
try:
target_path = target_path.resolve()
if target_path.exists() and target_path.is_file():
referenced_files.add(target_path)
all_referenced_files.add(target_path)
else:
broken_refs.append((target, rel.sourceline))
except (OSError, ValueError):
broken_refs.append((target, rel.sourceline))
if broken_refs:
rel_path = rels_file.relative_to(self.unpacked_dir)
for broken_ref, line_num in broken_refs:
errors.append(
f" {rel_path}: Line {line_num}: Broken reference to {broken_ref}"
)
except Exception as e:
rel_path = rels_file.relative_to(self.unpacked_dir)
errors.append(f" Error parsing {rel_path}: {e}")
unreferenced_files = set(all_files) - all_referenced_files
if unreferenced_files:
for unref_file in sorted(unreferenced_files):
unref_rel_path = unref_file.relative_to(self.unpacked_dir)
errors.append(f" Unreferenced file: {unref_rel_path}")
if errors:
print(f"FAILED - Found {len(errors)} relationship validation errors:")
for error in errors:
print(error)
print(
"CRITICAL: These errors will cause the document to appear corrupt. "
+ "Broken references MUST be fixed, "
+ "and unreferenced files MUST be referenced or removed."
)
return False
else:
if self.verbose:
print(
"PASSED - All references are valid and all files are properly referenced"
)
return True
def validate_all_relationship_ids(self):
import lxml.etree
errors = []
for xml_file in self.xml_files:
if xml_file.suffix == ".rels":
continue
rels_dir = xml_file.parent / "_rels"
rels_file = rels_dir / f"{xml_file.name}.rels"
if not rels_file.exists():
continue
try:
rels_root = lxml.etree.parse(str(rels_file)).getroot()
rid_to_type = {}
for rel in rels_root.findall(
f".//{{{self.PACKAGE_RELATIONSHIPS_NAMESPACE}}}Relationship"
):
rid = rel.get("Id")
rel_type = rel.get("Type", "")
if rid:
if rid in rid_to_type:
rels_rel_path = rels_file.relative_to(self.unpacked_dir)
errors.append(
f" {rels_rel_path}: Line {rel.sourceline}: "
f"Duplicate relationship ID '{rid}' (IDs must be unique)"
)
type_name = (
rel_type.split("/")[-1] if "/" in rel_type else rel_type
)
rid_to_type[rid] = type_name
xml_root = lxml.etree.parse(str(xml_file)).getroot()
r_ns = self.OFFICE_RELATIONSHIPS_NAMESPACE
rid_attrs_to_check = ["id", "embed", "link"]
for elem in xml_root.iter():
for attr_name in rid_attrs_to_check:
rid_attr = elem.get(f"{{{r_ns}}}{attr_name}")
if not rid_attr:
continue
xml_rel_path = xml_file.relative_to(self.unpacked_dir)
elem_name = (
elem.tag.split("}")[-1] if "}" in elem.tag else elem.tag
)
if rid_attr not in rid_to_type:
errors.append(
f" {xml_rel_path}: Line {elem.sourceline}: "
f"<{elem_name}> r:{attr_name} references non-existent relationship '{rid_attr}' "
f"(valid IDs: {', '.join(sorted(rid_to_type.keys())[:5])}{'...' if len(rid_to_type) > 5 else ''})"
)
elif attr_name == "id" and self.ELEMENT_RELATIONSHIP_TYPES:
expected_type = self._get_expected_relationship_type(
elem_name
)
if expected_type:
actual_type = rid_to_type[rid_attr]
if expected_type not in actual_type.lower():
errors.append(
f" {xml_rel_path}: Line {elem.sourceline}: "
f"<{elem_name}> references '{rid_attr}' which points to '{actual_type}' "
f"but should point to a '{expected_type}' relationship"
)
except Exception as e:
xml_rel_path = xml_file.relative_to(self.unpacked_dir)
errors.append(f" Error processing {xml_rel_path}: {e}")
if errors:
print(f"FAILED - Found {len(errors)} relationship ID reference errors:")
for error in errors:
print(error)
print("\nThese ID mismatches will cause the document to appear corrupt!")
return False
else:
if self.verbose:
print("PASSED - All relationship ID references are valid")
return True
def _get_expected_relationship_type(self, element_name):
elem_lower = element_name.lower()
if elem_lower in self.ELEMENT_RELATIONSHIP_TYPES:
return self.ELEMENT_RELATIONSHIP_TYPES[elem_lower]
if elem_lower.endswith("id") and len(elem_lower) > 2:
prefix = elem_lower[:-2]
if prefix.endswith("master"):
return prefix.lower()
elif prefix.endswith("layout"):
return prefix.lower()
else:
if prefix == "sld":
return "slide"
return prefix.lower()
if elem_lower.endswith("reference") and len(elem_lower) > 9:
prefix = elem_lower[:-9]
return prefix.lower()
return None
def validate_content_types(self):
errors = []
content_types_file = self.unpacked_dir / "[Content_Types].xml"
if not content_types_file.exists():
print("FAILED - [Content_Types].xml file not found")
return False
try:
root = lxml.etree.parse(str(content_types_file)).getroot()
declared_parts = set()
declared_extensions = set()
for override in root.findall(
f".//{{{self.CONTENT_TYPES_NAMESPACE}}}Override"
):
part_name = override.get("PartName")
if part_name is not None:
declared_parts.add(part_name.lstrip("/"))
for default in root.findall(
f".//{{{self.CONTENT_TYPES_NAMESPACE}}}Default"
):
extension = default.get("Extension")
if extension is not None:
declared_extensions.add(extension.lower())
declarable_roots = {
"sld",
"sldLayout",
"sldMaster",
"presentation",
"document",
"workbook",
"worksheet",
"theme",
}
media_extensions = {
"png": "image/png",
"jpg": "image/jpeg",
"jpeg": "image/jpeg",
"gif": "image/gif",
"bmp": "image/bmp",
"tiff": "image/tiff",
"wmf": "image/x-wmf",
"emf": "image/x-emf",
}
all_files = list(self.unpacked_dir.rglob("*"))
all_files = [f for f in all_files if f.is_file()]
for xml_file in self.xml_files:
path_str = str(xml_file.relative_to(self.unpacked_dir)).replace(
"\\", "/"
)
if any(
skip in path_str
for skip in [".rels", "[Content_Types]", "docProps/", "_rels/"]
):
continue
try:
root_tag = lxml.etree.parse(str(xml_file)).getroot().tag
root_name = root_tag.split("}")[-1] if "}" in root_tag else root_tag
if root_name in declarable_roots and path_str not in declared_parts:
errors.append(
f" {path_str}: File with <{root_name}> root not declared in [Content_Types].xml"
)
except Exception:
continue
for file_path in all_files:
if file_path.suffix.lower() in {".xml", ".rels"}:
continue
if file_path.name == "[Content_Types].xml":
continue
if "_rels" in file_path.parts or "docProps" in file_path.parts:
continue
extension = file_path.suffix.lstrip(".").lower()
if extension and extension not in declared_extensions:
if extension in media_extensions:
relative_path = file_path.relative_to(self.unpacked_dir)
errors.append(
f' {relative_path}: File with extension \'{extension}\' not declared in [Content_Types].xml - should add: <Default Extension="{extension}" ContentType="{media_extensions[extension]}"/>'
)
except Exception as e:
errors.append(f" Error parsing [Content_Types].xml: {e}")
if errors:
print(f"FAILED - Found {len(errors)} content type declaration errors:")
for error in errors:
print(error)
return False
else:
if self.verbose:
print(
"PASSED - All content files are properly declared in [Content_Types].xml"
)
return True
def validate_file_against_xsd(self, xml_file, verbose=False):
xml_file = Path(xml_file).resolve()
unpacked_dir = self.unpacked_dir.resolve()
is_valid, current_errors = self._validate_single_file_xsd(
xml_file, unpacked_dir
)
if is_valid is None:
return None, set()
elif is_valid:
return True, set()
original_errors = self._get_original_file_errors(xml_file)
assert current_errors is not None
new_errors = current_errors - original_errors
new_errors = {
e for e in new_errors
if not any(pattern in e for pattern in self.IGNORED_VALIDATION_ERRORS)
}
if new_errors:
if verbose:
relative_path = xml_file.relative_to(unpacked_dir)
print(f"FAILED - {relative_path}: {len(new_errors)} new error(s)")
for error in list(new_errors)[:3]:
truncated = error[:250] + "..." if len(error) > 250 else error
print(f" - {truncated}")
return False, new_errors
else:
if verbose:
print(
f"PASSED - No new errors (original had {len(current_errors)} errors)"
)
return True, set()
def validate_against_xsd(self):
new_errors = []
original_error_count = 0
valid_count = 0
skipped_count = 0
for xml_file in self.xml_files:
relative_path = str(xml_file.relative_to(self.unpacked_dir))
is_valid, new_file_errors = self.validate_file_against_xsd(
xml_file, verbose=False
)
if is_valid is None:
skipped_count += 1
continue
elif is_valid and not new_file_errors:
valid_count += 1
continue
elif is_valid:
original_error_count += 1
valid_count += 1
continue
new_errors.append(f" {relative_path}: {len(new_file_errors)} new error(s)")
for error in list(new_file_errors)[:3]:
new_errors.append(
f" - {error[:250]}..." if len(error) > 250 else f" - {error}"
)
if self.verbose:
print(f"Validated {len(self.xml_files)} files:")
print(f" - Valid: {valid_count}")
print(f" - Skipped (no schema): {skipped_count}")
if original_error_count:
print(f" - With original errors (ignored): {original_error_count}")
print(
f" - With NEW errors: {len(new_errors) > 0 and len([e for e in new_errors if not e.startswith(' ')]) or 0}"
)
if new_errors:
print("\nFAILED - Found NEW validation errors:")
for error in new_errors:
print(error)
return False
else:
if self.verbose:
print("\nPASSED - No new XSD validation errors introduced")
return True
def _get_schema_path(self, xml_file):
if xml_file.name in self.SCHEMA_MAPPINGS:
return self.schemas_dir / self.SCHEMA_MAPPINGS[xml_file.name]
if xml_file.suffix == ".rels":
return self.schemas_dir / self.SCHEMA_MAPPINGS[".rels"]
if "charts/" in str(xml_file) and xml_file.name.startswith("chart"):
return self.schemas_dir / self.SCHEMA_MAPPINGS["chart"]
if "theme/" in str(xml_file) and xml_file.name.startswith("theme"):
return self.schemas_dir / self.SCHEMA_MAPPINGS["theme"]
if xml_file.parent.name in self.MAIN_CONTENT_FOLDERS:
return self.schemas_dir / self.SCHEMA_MAPPINGS[xml_file.parent.name]
return None
def _clean_ignorable_namespaces(self, xml_doc):
xml_string = lxml.etree.tostring(xml_doc, encoding="unicode")
xml_copy = lxml.etree.fromstring(xml_string)
for elem in xml_copy.iter():
attrs_to_remove = []
for attr in elem.attrib:
if "{" in attr:
ns = attr.split("}")[0][1:]
if ns not in self.OOXML_NAMESPACES:
attrs_to_remove.append(attr)
for attr in attrs_to_remove:
del elem.attrib[attr]
self._remove_ignorable_elements(xml_copy)
return lxml.etree.ElementTree(xml_copy)
def _remove_ignorable_elements(self, root):
elements_to_remove = []
for elem in list(root):
if not hasattr(elem, "tag") or callable(elem.tag):
continue
tag_str = str(elem.tag)
if tag_str.startswith("{"):
ns = tag_str.split("}")[0][1:]
if ns not in self.OOXML_NAMESPACES:
elements_to_remove.append(elem)
continue
self._remove_ignorable_elements(elem)
for elem in elements_to_remove:
root.remove(elem)
def _preprocess_for_mc_ignorable(self, xml_doc):
root = xml_doc.getroot()
if f"{{{self.MC_NAMESPACE}}}Ignorable" in root.attrib:
del root.attrib[f"{{{self.MC_NAMESPACE}}}Ignorable"]
return xml_doc
def _validate_single_file_xsd(self, xml_file, base_path):
schema_path = self._get_schema_path(xml_file)
if not schema_path:
return None, None
try:
with open(schema_path, "rb") as xsd_file:
parser = lxml.etree.XMLParser()
xsd_doc = lxml.etree.parse(
xsd_file, parser=parser, base_url=str(schema_path)
)
schema = lxml.etree.XMLSchema(xsd_doc)
with open(xml_file, "r") as f:
xml_doc = lxml.etree.parse(f)
xml_doc, _ = self._remove_template_tags_from_text_nodes(xml_doc)
xml_doc = self._preprocess_for_mc_ignorable(xml_doc)
relative_path = xml_file.relative_to(base_path)
if (
relative_path.parts
and relative_path.parts[0] in self.MAIN_CONTENT_FOLDERS
):
xml_doc = self._clean_ignorable_namespaces(xml_doc)
if schema.validate(xml_doc):
return True, set()
else:
errors = set()
for error in schema.error_log:
errors.add(error.message)
return False, errors
except Exception as e:
return False, {str(e)}
def _get_original_file_errors(self, xml_file):
if self.original_file is None:
return set()
import tempfile
import zipfile
xml_file = Path(xml_file).resolve()
unpacked_dir = self.unpacked_dir.resolve()
relative_path = xml_file.relative_to(unpacked_dir)
with tempfile.TemporaryDirectory() as temp_dir:
temp_path = Path(temp_dir)
with zipfile.ZipFile(self.original_file, "r") as zip_ref:
zip_ref.extractall(temp_path)
original_xml_file = temp_path / relative_path
if not original_xml_file.exists():
return set()
is_valid, errors = self._validate_single_file_xsd(
original_xml_file, temp_path
)
return errors if errors else set()
def _remove_template_tags_from_text_nodes(self, xml_doc):
warnings = []
template_pattern = re.compile(r"\{\{[^}]*\}\}")
xml_string = lxml.etree.tostring(xml_doc, encoding="unicode")
xml_copy = lxml.etree.fromstring(xml_string)
def process_text_content(text, content_type):
if not text:
return text
matches = list(template_pattern.finditer(text))
if matches:
for match in matches:
warnings.append(
f"Found template tag in {content_type}: {match.group()}"
)
return template_pattern.sub("", text)
return text
for elem in xml_copy.iter():
if not hasattr(elem, "tag") or callable(elem.tag):
continue
tag_str = str(elem.tag)
if tag_str.endswith("}t") or tag_str == "t":
continue
elem.text = process_text_content(elem.text, "text content")
elem.tail = process_text_content(elem.tail, "tail content")
return lxml.etree.ElementTree(xml_copy), warnings
if __name__ == "__main__":
raise RuntimeError("This module should not be run directly.")
FILE:scripts/office/validators/docx.py
"""
Validator for Word document XML files against XSD schemas.
"""
import random
import re
import tempfile
import zipfile
import defusedxml.minidom
import lxml.etree
from .base import BaseSchemaValidator
class DOCXSchemaValidator(BaseSchemaValidator):
WORD_2006_NAMESPACE = "http://schemas.openxmlformats.org/wordprocessingml/2006/main"
W14_NAMESPACE = "http://schemas.microsoft.com/office/word/2010/wordml"
W16CID_NAMESPACE = "http://schemas.microsoft.com/office/word/2016/wordml/cid"
ELEMENT_RELATIONSHIP_TYPES = {}
def validate(self):
if not self.validate_xml():
return False
all_valid = True
if not self.validate_namespaces():
all_valid = False
if not self.validate_unique_ids():
all_valid = False
if not self.validate_file_references():
all_valid = False
if not self.validate_content_types():
all_valid = False
if not self.validate_against_xsd():
all_valid = False
if not self.validate_whitespace_preservation():
all_valid = False
if not self.validate_deletions():
all_valid = False
if not self.validate_insertions():
all_valid = False
if not self.validate_all_relationship_ids():
all_valid = False
if not self.validate_id_constraints():
all_valid = False
if not self.validate_comment_markers():
all_valid = False
self.compare_paragraph_counts()
return all_valid
def validate_whitespace_preservation(self):
errors = []
for xml_file in self.xml_files:
if xml_file.name != "document.xml":
continue
try:
root = lxml.etree.parse(str(xml_file)).getroot()
for elem in root.iter(f"{{{self.WORD_2006_NAMESPACE}}}t"):
if elem.text:
text = elem.text
if re.search(r"^[ \t\n\r]", text) or re.search(
r"[ \t\n\r]$", text
):
xml_space_attr = f"{{{self.XML_NAMESPACE}}}space"
if (
xml_space_attr not in elem.attrib
or elem.attrib[xml_space_attr] != "preserve"
):
text_preview = (
repr(text)[:50] + "..."
if len(repr(text)) > 50
else repr(text)
)
errors.append(
f" {xml_file.relative_to(self.unpacked_dir)}: "
f"Line {elem.sourceline}: w:t element with whitespace missing xml:space='preserve': {text_preview}"
)
except (lxml.etree.XMLSyntaxError, Exception) as e:
errors.append(
f" {xml_file.relative_to(self.unpacked_dir)}: Error: {e}"
)
if errors:
print(f"FAILED - Found {len(errors)} whitespace preservation violations:")
for error in errors:
print(error)
return False
else:
if self.verbose:
print("PASSED - All whitespace is properly preserved")
return True
def validate_deletions(self):
errors = []
for xml_file in self.xml_files:
if xml_file.name != "document.xml":
continue
try:
root = lxml.etree.parse(str(xml_file)).getroot()
namespaces = {"w": self.WORD_2006_NAMESPACE}
for t_elem in root.xpath(".//w:del//w:t", namespaces=namespaces):
if t_elem.text:
text_preview = (
repr(t_elem.text)[:50] + "..."
if len(repr(t_elem.text)) > 50
else repr(t_elem.text)
)
errors.append(
f" {xml_file.relative_to(self.unpacked_dir)}: "
f"Line {t_elem.sourceline}: <w:t> found within <w:del>: {text_preview}"
)
for instr_elem in root.xpath(
".//w:del//w:instrText", namespaces=namespaces
):
text_preview = (
repr(instr_elem.text or "")[:50] + "..."
if len(repr(instr_elem.text or "")) > 50
else repr(instr_elem.text or "")
)
errors.append(
f" {xml_file.relative_to(self.unpacked_dir)}: "
f"Line {instr_elem.sourceline}: <w:instrText> found within <w:del> (use <w:delInstrText>): {text_preview}"
)
except (lxml.etree.XMLSyntaxError, Exception) as e:
errors.append(
f" {xml_file.relative_to(self.unpacked_dir)}: Error: {e}"
)
if errors:
print(f"FAILED - Found {len(errors)} deletion validation violations:")
for error in errors:
print(error)
return False
else:
if self.verbose:
print("PASSED - No w:t elements found within w:del elements")
return True
def count_paragraphs_in_unpacked(self):
count = 0
for xml_file in self.xml_files:
if xml_file.name != "document.xml":
continue
try:
root = lxml.etree.parse(str(xml_file)).getroot()
paragraphs = root.findall(f".//{{{self.WORD_2006_NAMESPACE}}}p")
count = len(paragraphs)
except Exception as e:
print(f"Error counting paragraphs in unpacked document: {e}")
return count
def count_paragraphs_in_original(self):
original = self.original_file
if original is None:
return 0
count = 0
try:
with tempfile.TemporaryDirectory() as temp_dir:
with zipfile.ZipFile(original, "r") as zip_ref:
zip_ref.extractall(temp_dir)
doc_xml_path = temp_dir + "/word/document.xml"
root = lxml.etree.parse(doc_xml_path).getroot()
paragraphs = root.findall(f".//{{{self.WORD_2006_NAMESPACE}}}p")
count = len(paragraphs)
except Exception as e:
print(f"Error counting paragraphs in original document: {e}")
return count
def validate_insertions(self):
errors = []
for xml_file in self.xml_files:
if xml_file.name != "document.xml":
continue
try:
root = lxml.etree.parse(str(xml_file)).getroot()
namespaces = {"w": self.WORD_2006_NAMESPACE}
invalid_elements = root.xpath(
".//w:ins//w:delText[not(ancestor::w:del)]", namespaces=namespaces
)
for elem in invalid_elements:
text_preview = (
repr(elem.text or "")[:50] + "..."
if len(repr(elem.text or "")) > 50
else repr(elem.text or "")
)
errors.append(
f" {xml_file.relative_to(self.unpacked_dir)}: "
f"Line {elem.sourceline}: <w:delText> within <w:ins>: {text_preview}"
)
except (lxml.etree.XMLSyntaxError, Exception) as e:
errors.append(
f" {xml_file.relative_to(self.unpacked_dir)}: Error: {e}"
)
if errors:
print(f"FAILED - Found {len(errors)} insertion validation violations:")
for error in errors:
print(error)
return False
else:
if self.verbose:
print("PASSED - No w:delText elements within w:ins elements")
return True
def compare_paragraph_counts(self):
original_count = self.count_paragraphs_in_original()
new_count = self.count_paragraphs_in_unpacked()
diff = new_count - original_count
diff_str = f"+{diff}" if diff > 0 else str(diff)
print(f"\nParagraphs: {original_count} → {new_count} ({diff_str})")
def _parse_id_value(self, val: str, base: int = 16) -> int:
return int(val, base)
def validate_id_constraints(self):
errors = []
para_id_attr = f"{{{self.W14_NAMESPACE}}}paraId"
durable_id_attr = f"{{{self.W16CID_NAMESPACE}}}durableId"
for xml_file in self.xml_files:
try:
for elem in lxml.etree.parse(str(xml_file)).iter():
if val := elem.get(para_id_attr):
if self._parse_id_value(val, base=16) >= 0x80000000:
errors.append(
f" {xml_file.name}:{elem.sourceline}: paraId={val} >= 0x80000000"
)
if val := elem.get(durable_id_attr):
if xml_file.name == "numbering.xml":
try:
if self._parse_id_value(val, base=10) >= 0x7FFFFFFF:
errors.append(
f" {xml_file.name}:{elem.sourceline}: "
f"durableId={val} >= 0x7FFFFFFF"
)
except ValueError:
errors.append(
f" {xml_file.name}:{elem.sourceline}: "
f"durableId={val} must be decimal in numbering.xml"
)
else:
if self._parse_id_value(val, base=16) >= 0x7FFFFFFF:
errors.append(
f" {xml_file.name}:{elem.sourceline}: "
f"durableId={val} >= 0x7FFFFFFF"
)
except Exception:
pass
if errors:
print(f"FAILED - {len(errors)} ID constraint violations:")
for e in errors:
print(e)
elif self.verbose:
print("PASSED - All paraId/durableId values within constraints")
return not errors
def validate_comment_markers(self):
errors = []
document_xml = None
comments_xml = None
for xml_file in self.xml_files:
if xml_file.name == "document.xml" and "word" in str(xml_file):
document_xml = xml_file
elif xml_file.name == "comments.xml":
comments_xml = xml_file
if not document_xml:
if self.verbose:
print("PASSED - No document.xml found (skipping comment validation)")
return True
try:
doc_root = lxml.etree.parse(str(document_xml)).getroot()
namespaces = {"w": self.WORD_2006_NAMESPACE}
range_starts = {
elem.get(f"{{{self.WORD_2006_NAMESPACE}}}id")
for elem in doc_root.xpath(
".//w:commentRangeStart", namespaces=namespaces
)
}
range_ends = {
elem.get(f"{{{self.WORD_2006_NAMESPACE}}}id")
for elem in doc_root.xpath(
".//w:commentRangeEnd", namespaces=namespaces
)
}
references = {
elem.get(f"{{{self.WORD_2006_NAMESPACE}}}id")
for elem in doc_root.xpath(
".//w:commentReference", namespaces=namespaces
)
}
orphaned_ends = range_ends - range_starts
for comment_id in sorted(
orphaned_ends, key=lambda x: int(x) if x and x.isdigit() else 0
):
errors.append(
f' document.xml: commentRangeEnd id="{comment_id}" has no matching commentRangeStart'
)
orphaned_starts = range_starts - range_ends
for comment_id in sorted(
orphaned_starts, key=lambda x: int(x) if x and x.isdigit() else 0
):
errors.append(
f' document.xml: commentRangeStart id="{comment_id}" has no matching commentRangeEnd'
)
comment_ids = set()
if comments_xml and comments_xml.exists():
comments_root = lxml.etree.parse(str(comments_xml)).getroot()
comment_ids = {
elem.get(f"{{{self.WORD_2006_NAMESPACE}}}id")
for elem in comments_root.xpath(
".//w:comment", namespaces=namespaces
)
}
marker_ids = range_starts | range_ends | references
invalid_refs = marker_ids - comment_ids
for comment_id in sorted(
invalid_refs, key=lambda x: int(x) if x and x.isdigit() else 0
):
if comment_id:
errors.append(
f' document.xml: marker id="{comment_id}" references non-existent comment'
)
except (lxml.etree.XMLSyntaxError, Exception) as e:
errors.append(f" Error parsing XML: {e}")
if errors:
print(f"FAILED - {len(errors)} comment marker violations:")
for error in errors:
print(error)
return False
else:
if self.verbose:
print("PASSED - All comment markers properly paired")
return True
def repair(self) -> int:
repairs = super().repair()
repairs += self.repair_durableId()
return repairs
def repair_durableId(self) -> int:
repairs = 0
for xml_file in self.xml_files:
try:
content = xml_file.read_text(encoding="utf-8")
dom = defusedxml.minidom.parseString(content)
modified = False
for elem in dom.getElementsByTagName("*"):
if not elem.hasAttribute("w16cid:durableId"):
continue
durable_id = elem.getAttribute("w16cid:durableId")
needs_repair = False
if xml_file.name == "numbering.xml":
try:
needs_repair = (
self._parse_id_value(durable_id, base=10) >= 0x7FFFFFFF
)
except ValueError:
needs_repair = True
else:
try:
needs_repair = (
self._parse_id_value(durable_id, base=16) >= 0x7FFFFFFF
)
except ValueError:
needs_repair = True
if needs_repair:
value = random.randint(1, 0x7FFFFFFE)
if xml_file.name == "numbering.xml":
new_id = str(value)
else:
new_id = f"{value:08X}"
elem.setAttribute("w16cid:durableId", new_id)
print(
f" Repaired: {xml_file.name}: durableId {durable_id} → {new_id}"
)
repairs += 1
modified = True
if modified:
xml_file.write_bytes(dom.toxml(encoding="UTF-8"))
except Exception:
pass
return repairs
if __name__ == "__main__":
raise RuntimeError("This module should not be run directly.")
FILE:scripts/office/validators/pptx.py
"""
Validator for PowerPoint presentation XML files against XSD schemas.
"""
import re
from .base import BaseSchemaValidator
class PPTXSchemaValidator(BaseSchemaValidator):
PRESENTATIONML_NAMESPACE = (
"http://schemas.openxmlformats.org/presentationml/2006/main"
)
ELEMENT_RELATIONSHIP_TYPES = {
"sldid": "slide",
"sldmasterid": "slidemaster",
"notesmasterid": "notesmaster",
"sldlayoutid": "slidelayout",
"themeid": "theme",
"tablestyleid": "tablestyles",
}
def validate(self):
if not self.validate_xml():
return False
all_valid = True
if not self.validate_namespaces():
all_valid = False
if not self.validate_unique_ids():
all_valid = False
if not self.validate_uuid_ids():
all_valid = False
if not self.validate_file_references():
all_valid = False
if not self.validate_slide_layout_ids():
all_valid = False
if not self.validate_content_types():
all_valid = False
if not self.validate_against_xsd():
all_valid = False
if not self.validate_notes_slide_references():
all_valid = False
if not self.validate_all_relationship_ids():
all_valid = False
if not self.validate_no_duplicate_slide_layouts():
all_valid = False
return all_valid
def validate_uuid_ids(self):
import lxml.etree
errors = []
uuid_pattern = re.compile(
r"^[\{\(]?[0-9A-Fa-f]{8}-?[0-9A-Fa-f]{4}-?[0-9A-Fa-f]{4}-?[0-9A-Fa-f]{4}-?[0-9A-Fa-f]{12}[\}\)]?$"
)
for xml_file in self.xml_files:
try:
root = lxml.etree.parse(str(xml_file)).getroot()
for elem in root.iter():
for attr, value in elem.attrib.items():
attr_name = attr.split("}")[-1].lower()
if attr_name == "id" or attr_name.endswith("id"):
if self._looks_like_uuid(value):
if not uuid_pattern.match(value):
errors.append(
f" {xml_file.relative_to(self.unpacked_dir)}: "
f"Line {elem.sourceline}: ID '{value}' appears to be a UUID but contains invalid hex characters"
)
except (lxml.etree.XMLSyntaxError, Exception) as e:
errors.append(
f" {xml_file.relative_to(self.unpacked_dir)}: Error: {e}"
)
if errors:
print(f"FAILED - Found {len(errors)} UUID ID validation errors:")
for error in errors:
print(error)
return False
else:
if self.verbose:
print("PASSED - All UUID-like IDs contain valid hex values")
return True
def _looks_like_uuid(self, value):
clean_value = value.strip("{}()").replace("-", "")
return len(clean_value) == 32 and all(c.isalnum() for c in clean_value)
def validate_slide_layout_ids(self):
import lxml.etree
errors = []
slide_masters = list(self.unpacked_dir.glob("ppt/slideMasters/*.xml"))
if not slide_masters:
if self.verbose:
print("PASSED - No slide masters found")
return True
for slide_master in slide_masters:
try:
root = lxml.etree.parse(str(slide_master)).getroot()
rels_file = slide_master.parent / "_rels" / f"{slide_master.name}.rels"
if not rels_file.exists():
errors.append(
f" {slide_master.relative_to(self.unpacked_dir)}: "
f"Missing relationships file: {rels_file.relative_to(self.unpacked_dir)}"
)
continue
rels_root = lxml.etree.parse(str(rels_file)).getroot()
valid_layout_rids = set()
for rel in rels_root.findall(
f".//{{{self.PACKAGE_RELATIONSHIPS_NAMESPACE}}}Relationship"
):
rel_type = rel.get("Type", "")
if "slideLayout" in rel_type:
valid_layout_rids.add(rel.get("Id"))
for sld_layout_id in root.findall(
f".//{{{self.PRESENTATIONML_NAMESPACE}}}sldLayoutId"
):
r_id = sld_layout_id.get(
f"{{{self.OFFICE_RELATIONSHIPS_NAMESPACE}}}id"
)
layout_id = sld_layout_id.get("id")
if r_id and r_id not in valid_layout_rids:
errors.append(
f" {slide_master.relative_to(self.unpacked_dir)}: "
f"Line {sld_layout_id.sourceline}: sldLayoutId with id='{layout_id}' "
f"references r:id='{r_id}' which is not found in slide layout relationships"
)
except (lxml.etree.XMLSyntaxError, Exception) as e:
errors.append(
f" {slide_master.relative_to(self.unpacked_dir)}: Error: {e}"
)
if errors:
print(f"FAILED - Found {len(errors)} slide layout ID validation errors:")
for error in errors:
print(error)
print(
"Remove invalid references or add missing slide layouts to the relationships file."
)
return False
else:
if self.verbose:
print("PASSED - All slide layout IDs reference valid slide layouts")
return True
def validate_no_duplicate_slide_layouts(self):
import lxml.etree
errors = []
slide_rels_files = list(self.unpacked_dir.glob("ppt/slides/_rels/*.xml.rels"))
for rels_file in slide_rels_files:
try:
root = lxml.etree.parse(str(rels_file)).getroot()
layout_rels = [
rel
for rel in root.findall(
f".//{{{self.PACKAGE_RELATIONSHIPS_NAMESPACE}}}Relationship"
)
if "slideLayout" in rel.get("Type", "")
]
if len(layout_rels) > 1:
errors.append(
f" {rels_file.relative_to(self.unpacked_dir)}: has {len(layout_rels)} slideLayout references"
)
except Exception as e:
errors.append(
f" {rels_file.relative_to(self.unpacked_dir)}: Error: {e}"
)
if errors:
print("FAILED - Found slides with duplicate slideLayout references:")
for error in errors:
print(error)
return False
else:
if self.verbose:
print("PASSED - All slides have exactly one slideLayout reference")
return True
def validate_notes_slide_references(self):
import lxml.etree
errors = []
notes_slide_references = {}
slide_rels_files = list(self.unpacked_dir.glob("ppt/slides/_rels/*.xml.rels"))
if not slide_rels_files:
if self.verbose:
print("PASSED - No slide relationship files found")
return True
for rels_file in slide_rels_files:
try:
root = lxml.etree.parse(str(rels_file)).getroot()
for rel in root.findall(
f".//{{{self.PACKAGE_RELATIONSHIPS_NAMESPACE}}}Relationship"
):
rel_type = rel.get("Type", "")
if "notesSlide" in rel_type:
target = rel.get("Target", "")
if target:
normalized_target = target.replace("../", "")
slide_name = rels_file.stem.replace(
".xml", ""
)
if normalized_target not in notes_slide_references:
notes_slide_references[normalized_target] = []
notes_slide_references[normalized_target].append(
(slide_name, rels_file)
)
except (lxml.etree.XMLSyntaxError, Exception) as e:
errors.append(
f" {rels_file.relative_to(self.unpacked_dir)}: Error: {e}"
)
for target, references in notes_slide_references.items():
if len(references) > 1:
slide_names = [ref[0] for ref in references]
errors.append(
f" Notes slide '{target}' is referenced by multiple slides: {', '.join(slide_names)}"
)
for slide_name, rels_file in references:
errors.append(f" - {rels_file.relative_to(self.unpacked_dir)}")
if errors:
print(
f"FAILED - Found {len([e for e in errors if not e.startswith(' ')])} notes slide reference validation errors:"
)
for error in errors:
print(error)
print("Each slide may optionally have its own slide file.")
return False
else:
if self.verbose:
print("PASSED - All notes slide references are unique")
return True
if __name__ == "__main__":
raise RuntimeError("This module should not be run directly.")
FILE:scripts/office/validators/redlining.py
"""
Validator for tracked changes in Word documents.
"""
import subprocess
import tempfile
import zipfile
from pathlib import Path
class RedliningValidator:
def __init__(self, unpacked_dir, original_docx, verbose=False, author="Claude"):
self.unpacked_dir = Path(unpacked_dir)
self.original_docx = Path(original_docx)
self.verbose = verbose
self.author = author
self.namespaces = {
"w": "http://schemas.openxmlformats.org/wordprocessingml/2006/main"
}
def repair(self) -> int:
return 0
def validate(self):
modified_file = self.unpacked_dir / "word" / "document.xml"
if not modified_file.exists():
print(f"FAILED - Modified document.xml not found at {modified_file}")
return False
try:
import xml.etree.ElementTree as ET
tree = ET.parse(modified_file)
root = tree.getroot()
del_elements = root.findall(".//w:del", self.namespaces)
ins_elements = root.findall(".//w:ins", self.namespaces)
author_del_elements = [
elem
for elem in del_elements
if elem.get(f"{{{self.namespaces['w']}}}author") == self.author
]
author_ins_elements = [
elem
for elem in ins_elements
if elem.get(f"{{{self.namespaces['w']}}}author") == self.author
]
if not author_del_elements and not author_ins_elements:
if self.verbose:
print(f"PASSED - No tracked changes by {self.author} found.")
return True
except Exception:
pass
with tempfile.TemporaryDirectory() as temp_dir:
temp_path = Path(temp_dir)
try:
with zipfile.ZipFile(self.original_docx, "r") as zip_ref:
zip_ref.extractall(temp_path)
except Exception as e:
print(f"FAILED - Error unpacking original docx: {e}")
return False
original_file = temp_path / "word" / "document.xml"
if not original_file.exists():
print(
f"FAILED - Original document.xml not found in {self.original_docx}"
)
return False
try:
import xml.etree.ElementTree as ET
modified_tree = ET.parse(modified_file)
modified_root = modified_tree.getroot()
original_tree = ET.parse(original_file)
original_root = original_tree.getroot()
except ET.ParseError as e:
print(f"FAILED - Error parsing XML files: {e}")
return False
self._remove_author_tracked_changes(original_root)
self._remove_author_tracked_changes(modified_root)
modified_text = self._extract_text_content(modified_root)
original_text = self._extract_text_content(original_root)
if modified_text != original_text:
error_message = self._generate_detailed_diff(
original_text, modified_text
)
print(error_message)
return False
if self.verbose:
print(f"PASSED - All changes by {self.author} are properly tracked")
return True
def _generate_detailed_diff(self, original_text, modified_text):
error_parts = [
f"FAILED - Document text doesn't match after removing {self.author}'s tracked changes",
"",
"Likely causes:",
" 1. Modified text inside another author's <w:ins> or <w:del> tags",
" 2. Made edits without proper tracked changes",
" 3. Didn't nest <w:del> inside <w:ins> when deleting another's insertion",
"",
"For pre-redlined documents, use correct patterns:",
" - To reject another's INSERTION: Nest <w:del> inside their <w:ins>",
" - To restore another's DELETION: Add new <w:ins> AFTER their <w:del>",
"",
]
git_diff = self._get_git_word_diff(original_text, modified_text)
if git_diff:
error_parts.extend(["Differences:", "============", git_diff])
else:
error_parts.append("Unable to generate word diff (git not available)")
return "\n".join(error_parts)
def _get_git_word_diff(self, original_text, modified_text):
try:
with tempfile.TemporaryDirectory() as temp_dir:
temp_path = Path(temp_dir)
original_file = temp_path / "original.txt"
modified_file = temp_path / "modified.txt"
original_file.write_text(original_text, encoding="utf-8")
modified_file.write_text(modified_text, encoding="utf-8")
result = subprocess.run(
[
"git",
"diff",
"--word-diff=plain",
"--word-diff-regex=.",
"-U0",
"--no-index",
str(original_file),
str(modified_file),
],
capture_output=True,
text=True,
)
if result.stdout.strip():
lines = result.stdout.split("\n")
content_lines = []
in_content = False
for line in lines:
if line.startswith("@@"):
in_content = True
continue
if in_content and line.strip():
content_lines.append(line)
if content_lines:
return "\n".join(content_lines)
result = subprocess.run(
[
"git",
"diff",
"--word-diff=plain",
"-U0",
"--no-index",
str(original_file),
str(modified_file),
],
capture_output=True,
text=True,
)
if result.stdout.strip():
lines = result.stdout.split("\n")
content_lines = []
in_content = False
for line in lines:
if line.startswith("@@"):
in_content = True
continue
if in_content and line.strip():
content_lines.append(line)
return "\n".join(content_lines)
except (subprocess.CalledProcessError, FileNotFoundError, Exception):
pass
return None
def _remove_author_tracked_changes(self, root):
ins_tag = f"{{{self.namespaces['w']}}}ins"
del_tag = f"{{{self.namespaces['w']}}}del"
author_attr = f"{{{self.namespaces['w']}}}author"
for parent in root.iter():
to_remove = []
for child in parent:
if child.tag == ins_tag and child.get(author_attr) == self.author:
to_remove.append(child)
for elem in to_remove:
parent.remove(elem)
deltext_tag = f"{{{self.namespaces['w']}}}delText"
t_tag = f"{{{self.namespaces['w']}}}t"
for parent in root.iter():
to_process = []
for child in parent:
if child.tag == del_tag and child.get(author_attr) == self.author:
to_process.append((child, list(parent).index(child)))
for del_elem, del_index in reversed(to_process):
for elem in del_elem.iter():
if elem.tag == deltext_tag:
elem.tag = t_tag
for child in reversed(list(del_elem)):
parent.insert(del_index, child)
parent.remove(del_elem)
def _extract_text_content(self, root):
p_tag = f"{{{self.namespaces['w']}}}p"
t_tag = f"{{{self.namespaces['w']}}}t"
paragraphs = []
for p_elem in root.findall(f".//{p_tag}"):
text_parts = []
for t_elem in p_elem.findall(f".//{t_tag}"):
if t_elem.text:
text_parts.append(t_elem.text)
paragraph_text = "".join(text_parts)
if paragraph_text:
paragraphs.append(paragraph_text)
return "\n".join(paragraphs)
if __name__ == "__main__":
raise RuntimeError("This module should not be run directly.")
FILE:scripts/templates/comments.xml
<?xml version="1.0" ?>
<w:comments xmlns:wpc="http://schemas.microsoft.com/office/word/2010/wordprocessingCanvas" xmlns:cx="http://schemas.microsoft.com/office/drawing/2014/chartex" xmlns:cx1="http://schemas.microsoft.com/office/drawing/2015/9/8/chartex" xmlns:cx2="http://schemas.microsoft.com/office/drawing/2015/10/21/chartex" xmlns:cx3="http://schemas.microsoft.com/office/drawing/2016/5/9/chartex" xmlns:cx4="http://schemas.microsoft.com/office/drawing/2016/5/10/chartex" xmlns:cx5="http://schemas.microsoft.com/office/drawing/2016/5/11/chartex" xmlns:cx6="http://schemas.microsoft.com/office/drawing/2016/5/12/chartex" xmlns:cx7="http://schemas.microsoft.com/office/drawing/2016/5/13/chartex" xmlns:cx8="http://schemas.microsoft.com/office/drawing/2016/5/14/chartex" xmlns:mc="http://schemas.openxmlformats.org/markup-compatibility/2006" xmlns:aink="http://schemas.microsoft.com/office/drawing/2016/ink" xmlns:am3d="http://schemas.microsoft.com/office/drawing/2017/model3d" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:oel="http://schemas.microsoft.com/office/2019/extlst" xmlns:r="http://schemas.openxmlformats.org/officeDocument/2006/relationships" xmlns:m="http://schemas.openxmlformats.org/officeDocument/2006/math" xmlns:v="urn:schemas-microsoft-com:vml" xmlns:wp14="http://schemas.microsoft.com/office/word/2010/wordprocessingDrawing" xmlns:wp="http://schemas.openxmlformats.org/drawingml/2006/wordprocessingDrawing" xmlns:w10="urn:schemas-microsoft-com:office:word" xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main" xmlns:w14="http://schemas.microsoft.com/office/word/2010/wordml" xmlns:w15="http://schemas.microsoft.com/office/word/2012/wordml" xmlns:w16cex="http://schemas.microsoft.com/office/word/2018/wordml/cex" xmlns:w16cid="http://schemas.microsoft.com/office/word/2016/wordml/cid" xmlns:w16="http://schemas.microsoft.com/office/word/2018/wordml" xmlns:w16du="http://schemas.microsoft.com/office/word/2023/wordml/word16du" xmlns:w16sdtdh="http://schemas.microsoft.com/office/word/2020/wordml/sdtdatahash" xmlns:w16sdtfl="http://schemas.microsoft.com/office/word/2024/wordml/sdtformatlock" xmlns:w16se="http://schemas.microsoft.com/office/word/2015/wordml/symex" xmlns:wpg="http://schemas.microsoft.com/office/word/2010/wordprocessingGroup" xmlns:wpi="http://schemas.microsoft.com/office/word/2010/wordprocessingInk" xmlns:wne="http://schemas.microsoft.com/office/word/2006/wordml" xmlns:wps="http://schemas.microsoft.com/office/word/2010/wordprocessingShape" mc:Ignorable="w14 w15 w16se w16cid w16 w16cex w16sdtdh w16sdtfl w16du wp14">
</w:comments>
FILE:scripts/templates/commentsExtended.xml
<?xml version="1.0" ?>
<w15:commentsEx xmlns:wpc="http://schemas.microsoft.com/office/word/2010/wordprocessingCanvas" xmlns:cx="http://schemas.microsoft.com/office/drawing/2014/chartex" xmlns:cx1="http://schemas.microsoft.com/office/drawing/2015/9/8/chartex" xmlns:cx2="http://schemas.microsoft.com/office/drawing/2015/10/21/chartex" xmlns:cx3="http://schemas.microsoft.com/office/drawing/2016/5/9/chartex" xmlns:cx4="http://schemas.microsoft.com/office/drawing/2016/5/10/chartex" xmlns:cx5="http://schemas.microsoft.com/office/drawing/2016/5/11/chartex" xmlns:cx6="http://schemas.microsoft.com/office/drawing/2016/5/12/chartex" xmlns:cx7="http://schemas.microsoft.com/office/drawing/2016/5/13/chartex" xmlns:cx8="http://schemas.microsoft.com/office/drawing/2016/5/14/chartex" xmlns:mc="http://schemas.openxmlformats.org/markup-compatibility/2006" xmlns:aink="http://schemas.microsoft.com/office/drawing/2016/ink" xmlns:am3d="http://schemas.microsoft.com/office/drawing/2017/model3d" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:oel="http://schemas.microsoft.com/office/2019/extlst" xmlns:r="http://schemas.openxmlformats.org/officeDocument/2006/relationships" xmlns:m="http://schemas.openxmlformats.org/officeDocument/2006/math" xmlns:v="urn:schemas-microsoft-com:vml" xmlns:wp14="http://schemas.microsoft.com/office/word/2010/wordprocessingDrawing" xmlns:wp="http://schemas.openxmlformats.org/drawingml/2006/wordprocessingDrawing" xmlns:w10="urn:schemas-microsoft-com:office:word" xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main" xmlns:w14="http://schemas.microsoft.com/office/word/2010/wordml" xmlns:w15="http://schemas.microsoft.com/office/word/2012/wordml" xmlns:w16cex="http://schemas.microsoft.com/office/word/2018/wordml/cex" xmlns:w16cid="http://schemas.microsoft.com/office/word/2016/wordml/cid" xmlns:w16="http://schemas.microsoft.com/office/word/2018/wordml" xmlns:w16du="http://schemas.microsoft.com/office/word/2023/wordml/word16du" xmlns:w16sdtdh="http://schemas.microsoft.com/office/word/2020/wordml/sdtdatahash" xmlns:w16sdtfl="http://schemas.microsoft.com/office/word/2024/wordml/sdtformatlock" xmlns:w16se="http://schemas.microsoft.com/office/word/2015/wordml/symex" xmlns:wpg="http://schemas.microsoft.com/office/word/2010/wordprocessingGroup" xmlns:wpi="http://schemas.microsoft.com/office/word/2010/wordprocessingInk" xmlns:wne="http://schemas.microsoft.com/office/word/2006/wordml" xmlns:wps="http://schemas.microsoft.com/office/word/2010/wordprocessingShape" mc:Ignorable="w14 w15 w16se w16cid w16 w16cex w16sdtdh w16sdtfl w16du wp14">
</w15:commentsEx>
FILE:scripts/templates/commentsExtensible.xml
<?xml version="1.0" ?>
<w16cex:commentsExtensible xmlns:wpc="http://schemas.microsoft.com/office/word/2010/wordprocessingCanvas" xmlns:cx="http://schemas.microsoft.com/office/drawing/2014/chartex" xmlns:cx1="http://schemas.microsoft.com/office/drawing/2015/9/8/chartex" xmlns:cx2="http://schemas.microsoft.com/office/drawing/2015/10/21/chartex" xmlns:cx3="http://schemas.microsoft.com/office/drawing/2016/5/9/chartex" xmlns:cx4="http://schemas.microsoft.com/office/drawing/2016/5/10/chartex" xmlns:cx5="http://schemas.microsoft.com/office/drawing/2016/5/11/chartex" xmlns:cx6="http://schemas.microsoft.com/office/drawing/2016/5/12/chartex" xmlns:cx7="http://schemas.microsoft.com/office/drawing/2016/5/13/chartex" xmlns:cx8="http://schemas.microsoft.com/office/drawing/2016/5/14/chartex" xmlns:mc="http://schemas.openxmlformats.org/markup-compatibility/2006" xmlns:aink="http://schemas.microsoft.com/office/drawing/2016/ink" xmlns:am3d="http://schemas.microsoft.com/office/drawing/2017/model3d" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:oel="http://schemas.microsoft.com/office/2019/extlst" xmlns:r="http://schemas.openxmlformats.org/officeDocument/2006/relationships" xmlns:m="http://schemas.openxmlformats.org/officeDocument/2006/math" xmlns:v="urn:schemas-microsoft-com:vml" xmlns:wp14="http://schemas.microsoft.com/office/word/2010/wordprocessingDrawing" xmlns:wp="http://schemas.openxmlformats.org/drawingml/2006/wordprocessingDrawing" xmlns:w10="urn:schemas-microsoft-com:office:word" xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main" xmlns:w14="http://schemas.microsoft.com/office/word/2010/wordml" xmlns:w15="http://schemas.microsoft.com/office/word/2012/wordml" xmlns:w16cex="http://schemas.microsoft.com/office/word/2018/wordml/cex" xmlns:w16cid="http://schemas.microsoft.com/office/word/2016/wordml/cid" xmlns:w16="http://schemas.microsoft.com/office/word/2018/wordml" xmlns:w16du="http://schemas.microsoft.com/office/word/2023/wordml/word16du" xmlns:w16sdtdh="http://schemas.microsoft.com/office/word/2020/wordml/sdtdatahash" xmlns:w16sdtfl="http://schemas.microsoft.com/office/word/2024/wordml/sdtformatlock" xmlns:w16se="http://schemas.microsoft.com/office/word/2015/wordml/symex" xmlns:wpg="http://schemas.microsoft.com/office/word/2010/wordprocessingGroup" xmlns:wpi="http://schemas.microsoft.com/office/word/2010/wordprocessingInk" xmlns:wne="http://schemas.microsoft.com/office/word/2006/wordml" xmlns:wps="http://schemas.microsoft.com/office/word/2010/wordprocessingShape" xmlns:cr="http://schemas.microsoft.com/office/comments/2020/reactions" mc:Ignorable="w14 w15 w16se w16cid w16 w16cex w16sdtdh w16sdtfl cr w16du wp14">
</w16cex:commentsExtensible>
FILE:scripts/templates/commentsIds.xml
<?xml version="1.0" ?>
<w16cid:commentsIds xmlns:wpc="http://schemas.microsoft.com/office/word/2010/wordprocessingCanvas" xmlns:cx="http://schemas.microsoft.com/office/drawing/2014/chartex" xmlns:cx1="http://schemas.microsoft.com/office/drawing/2015/9/8/chartex" xmlns:cx2="http://schemas.microsoft.com/office/drawing/2015/10/21/chartex" xmlns:cx3="http://schemas.microsoft.com/office/drawing/2016/5/9/chartex" xmlns:cx4="http://schemas.microsoft.com/office/drawing/2016/5/10/chartex" xmlns:cx5="http://schemas.microsoft.com/office/drawing/2016/5/11/chartex" xmlns:cx6="http://schemas.microsoft.com/office/drawing/2016/5/12/chartex" xmlns:cx7="http://schemas.microsoft.com/office/drawing/2016/5/13/chartex" xmlns:cx8="http://schemas.microsoft.com/office/drawing/2016/5/14/chartex" xmlns:mc="http://schemas.openxmlformats.org/markup-compatibility/2006" xmlns:aink="http://schemas.microsoft.com/office/drawing/2016/ink" xmlns:am3d="http://schemas.microsoft.com/office/drawing/2017/model3d" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:oel="http://schemas.microsoft.com/office/2019/extlst" xmlns:r="http://schemas.openxmlformats.org/officeDocument/2006/relationships" xmlns:m="http://schemas.openxmlformats.org/officeDocument/2006/math" xmlns:v="urn:schemas-microsoft-com:vml" xmlns:wp14="http://schemas.microsoft.com/office/word/2010/wordprocessingDrawing" xmlns:wp="http://schemas.openxmlformats.org/drawingml/2006/wordprocessingDrawing" xmlns:w10="urn:schemas-microsoft-com:office:word" xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main" xmlns:w14="http://schemas.microsoft.com/office/word/2010/wordml" xmlns:w15="http://schemas.microsoft.com/office/word/2012/wordml" xmlns:w16cex="http://schemas.microsoft.com/office/word/2018/wordml/cex" xmlns:w16cid="http://schemas.microsoft.com/office/word/2016/wordml/cid" xmlns:w16="http://schemas.microsoft.com/office/word/2018/wordml" xmlns:w16du="http://schemas.microsoft.com/office/word/2023/wordml/word16du" xmlns:w16sdtdh="http://schemas.microsoft.com/office/word/2020/wordml/sdtdatahash" xmlns:w16sdtfl="http://schemas.microsoft.com/office/word/2024/wordml/sdtformatlock" xmlns:w16se="http://schemas.microsoft.com/office/word/2015/wordml/symex" xmlns:wpg="http://schemas.microsoft.com/office/word/2010/wordprocessingGroup" xmlns:wpi="http://schemas.microsoft.com/office/word/2010/wordprocessingInk" xmlns:wne="http://schemas.microsoft.com/office/word/2006/wordml" xmlns:wps="http://schemas.microsoft.com/office/word/2010/wordprocessingShape" mc:Ignorable="w14 w15 w16se w16cid w16 w16cex w16sdtdh w16sdtfl w16du wp14">
</w16cid:commentsIds>
FILE:scripts/templates/people.xml
<?xml version="1.0" ?>
<w15:people xmlns:w15="http://schemas.microsoft.com/office/word/2012/wordml">
</w15:people>
Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multipl...
---
name: pdf
description: Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating new PDFs, filling PDF forms, encrypting/decrypting PDFs, extracting images, and OCR on scanned PDFs to make them searchable. If the user mentions a .pdf file or asks to produce one, use this skill.
license: Proprietary. LICENSE.txt has complete terms
---
# PDF Processing Guide
## Overview
This guide covers essential PDF processing operations using Python libraries and command-line tools. For advanced features, JavaScript libraries, and detailed examples, see REFERENCE.md. If you need to fill out a PDF form, read FORMS.md and follow its instructions.
## Quick Start
```python
from pypdf import PdfReader, PdfWriter
# Read a PDF
reader = PdfReader("document.pdf")
print(f"Pages: {len(reader.pages)}")
# Extract text
text = ""
for page in reader.pages:
text += page.extract_text()
```
## Python Libraries
### pypdf - Basic Operations
#### Merge PDFs
```python
from pypdf import PdfWriter, PdfReader
writer = PdfWriter()
for pdf_file in ["doc1.pdf", "doc2.pdf", "doc3.pdf"]:
reader = PdfReader(pdf_file)
for page in reader.pages:
writer.add_page(page)
with open("merged.pdf", "wb") as output:
writer.write(output)
```
#### Split PDF
```python
reader = PdfReader("input.pdf")
for i, page in enumerate(reader.pages):
writer = PdfWriter()
writer.add_page(page)
with open(f"page_{i+1}.pdf", "wb") as output:
writer.write(output)
```
#### Extract Metadata
```python
reader = PdfReader("document.pdf")
meta = reader.metadata
print(f"Title: {meta.title}")
print(f"Author: {meta.author}")
print(f"Subject: {meta.subject}")
print(f"Creator: {meta.creator}")
```
#### Rotate Pages
```python
reader = PdfReader("input.pdf")
writer = PdfWriter()
page = reader.pages[0]
page.rotate(90) # Rotate 90 degrees clockwise
writer.add_page(page)
with open("rotated.pdf", "wb") as output:
writer.write(output)
```
### pdfplumber - Text and Table Extraction
#### Extract Text with Layout
```python
import pdfplumber
with pdfplumber.open("document.pdf") as pdf:
for page in pdf.pages:
text = page.extract_text()
print(text)
```
#### Extract Tables
```python
with pdfplumber.open("document.pdf") as pdf:
for i, page in enumerate(pdf.pages):
tables = page.extract_tables()
for j, table in enumerate(tables):
print(f"Table {j+1} on page {i+1}:")
for row in table:
print(row)
```
#### Advanced Table Extraction
```python
import pandas as pd
with pdfplumber.open("document.pdf") as pdf:
all_tables = []
for page in pdf.pages:
tables = page.extract_tables()
for table in tables:
if table: # Check if table is not empty
df = pd.DataFrame(table[1:], columns=table[0])
all_tables.append(df)
# Combine all tables
if all_tables:
combined_df = pd.concat(all_tables, ignore_index=True)
combined_df.to_excel("extracted_tables.xlsx", index=False)
```
### reportlab - Create PDFs
#### Basic PDF Creation
```python
from reportlab.lib.pagesizes import letter
from reportlab.pdfgen import canvas
c = canvas.Canvas("hello.pdf", pagesize=letter)
width, height = letter
# Add text
c.drawString(100, height - 100, "Hello World!")
c.drawString(100, height - 120, "This is a PDF created with reportlab")
# Add a line
c.line(100, height - 140, 400, height - 140)
# Save
c.save()
```
#### Create PDF with Multiple Pages
```python
from reportlab.lib.pagesizes import letter
from reportlab.platypus import SimpleDocTemplate, Paragraph, Spacer, PageBreak
from reportlab.lib.styles import getSampleStyleSheet
doc = SimpleDocTemplate("report.pdf", pagesize=letter)
styles = getSampleStyleSheet()
story = []
# Add content
title = Paragraph("Report Title", styles['Title'])
story.append(title)
story.append(Spacer(1, 12))
body = Paragraph("This is the body of the report. " * 20, styles['Normal'])
story.append(body)
story.append(PageBreak())
# Page 2
story.append(Paragraph("Page 2", styles['Heading1']))
story.append(Paragraph("Content for page 2", styles['Normal']))
# Build PDF
doc.build(story)
```
#### Subscripts and Superscripts
**IMPORTANT**: Never use Unicode subscript/superscript characters (₀₁₂₃₄₅₆₇₈₉, ⁰¹²³⁴⁵⁶⁷⁸⁹) in ReportLab PDFs. The built-in fonts do not include these glyphs, causing them to render as solid black boxes.
Instead, use ReportLab's XML markup tags in Paragraph objects:
```python
from reportlab.platypus import Paragraph
from reportlab.lib.styles import getSampleStyleSheet
styles = getSampleStyleSheet()
# Subscripts: use <sub> tag
chemical = Paragraph("H<sub>2</sub>O", styles['Normal'])
# Superscripts: use <super> tag
squared = Paragraph("x<super>2</super> + y<super>2</super>", styles['Normal'])
```
For canvas-drawn text (not Paragraph objects), manually adjust font the size and position rather than using Unicode subscripts/superscripts.
## Command-Line Tools
### pdftotext (poppler-utils)
```bash
# Extract text
pdftotext input.pdf output.txt
# Extract text preserving layout
pdftotext -layout input.pdf output.txt
# Extract specific pages
pdftotext -f 1 -l 5 input.pdf output.txt # Pages 1-5
```
### qpdf
```bash
# Merge PDFs
qpdf --empty --pages file1.pdf file2.pdf -- merged.pdf
# Split pages
qpdf input.pdf --pages . 1-5 -- pages1-5.pdf
qpdf input.pdf --pages . 6-10 -- pages6-10.pdf
# Rotate pages
qpdf input.pdf output.pdf --rotate=+90:1 # Rotate page 1 by 90 degrees
# Remove password
qpdf --password=mypassword --decrypt encrypted.pdf decrypted.pdf
```
### pdftk (if available)
```bash
# Merge
pdftk file1.pdf file2.pdf cat output merged.pdf
# Split
pdftk input.pdf burst
# Rotate
pdftk input.pdf rotate 1east output rotated.pdf
```
## Common Tasks
### Extract Text from Scanned PDFs
```python
# Requires: pip install pytesseract pdf2image
import pytesseract
from pdf2image import convert_from_path
# Convert PDF to images
images = convert_from_path('scanned.pdf')
# OCR each page
text = ""
for i, image in enumerate(images):
text += f"Page {i+1}:\n"
text += pytesseract.image_to_string(image)
text += "\n\n"
print(text)
```
### Add Watermark
```python
from pypdf import PdfReader, PdfWriter
# Create watermark (or load existing)
watermark = PdfReader("watermark.pdf").pages[0]
# Apply to all pages
reader = PdfReader("document.pdf")
writer = PdfWriter()
for page in reader.pages:
page.merge_page(watermark)
writer.add_page(page)
with open("watermarked.pdf", "wb") as output:
writer.write(output)
```
### Extract Images
```bash
# Using pdfimages (poppler-utils)
pdfimages -j input.pdf output_prefix
# This extracts all images as output_prefix-000.jpg, output_prefix-001.jpg, etc.
```
### Password Protection
```python
from pypdf import PdfReader, PdfWriter
reader = PdfReader("input.pdf")
writer = PdfWriter()
for page in reader.pages:
writer.add_page(page)
# Add password
writer.encrypt("userpassword", "ownerpassword")
with open("encrypted.pdf", "wb") as output:
writer.write(output)
```
## Quick Reference
| Task | Best Tool | Command/Code |
|------|-----------|--------------|
| Merge PDFs | pypdf | `writer.add_page(page)` |
| Split PDFs | pypdf | One page per file |
| Extract text | pdfplumber | `page.extract_text()` |
| Extract tables | pdfplumber | `page.extract_tables()` |
| Create PDFs | reportlab | Canvas or Platypus |
| Command line merge | qpdf | `qpdf --empty --pages ...` |
| OCR scanned PDFs | pytesseract | Convert to image first |
| Fill PDF forms | pdf-lib or pypdf (see FORMS.md) | See FORMS.md |
## Next Steps
- For advanced pypdfium2 usage, see REFERENCE.md
- For JavaScript libraries (pdf-lib), see REFERENCE.md
- If you need to fill out a PDF form, follow the instructions in FORMS.md
- For troubleshooting guides, see REFERENCE.md
FILE:LICENSE.txt
© 2025 Anthropic, PBC. All rights reserved.
LICENSE: Use of these materials (including all code, prompts, assets, files,
and other components of this Skill) is governed by your agreement with
Anthropic regarding use of Anthropic's services. If no separate agreement
exists, use is governed by Anthropic's Consumer Terms of Service or
Commercial Terms of Service, as applicable:
https://www.anthropic.com/legal/consumer-terms
https://www.anthropic.com/legal/commercial-terms
Your applicable agreement is referred to as the "Agreement." "Services" are
as defined in the Agreement.
ADDITIONAL RESTRICTIONS: Notwithstanding anything in the Agreement to the
contrary, users may not:
- Extract these materials from the Services or retain copies of these
materials outside the Services
- Reproduce or copy these materials, except for temporary copies created
automatically during authorized use of the Services
- Create derivative works based on these materials
- Distribute, sublicense, or transfer these materials to any third party
- Make, offer to sell, sell, or import any inventions embodied in these
materials
- Reverse engineer, decompile, or disassemble these materials
The receipt, viewing, or possession of these materials does not convey or
imply any license or right beyond those expressly granted above.
Anthropic retains all right, title, and interest in these materials,
including all copyrights, patents, and other intellectual property rights.
FILE:forms.md
**CRITICAL: You MUST complete these steps in order. Do not skip ahead to writing code.**
If you need to fill out a PDF form, first check to see if the PDF has fillable form fields. Run this script from this file's directory:
`python scripts/check_fillable_fields <file.pdf>`, and depending on the result go to either the "Fillable fields" or "Non-fillable fields" and follow those instructions.
# Fillable fields
If the PDF has fillable form fields:
- Run this script from this file's directory: `python scripts/extract_form_field_info.py <input.pdf> <field_info.json>`. It will create a JSON file with a list of fields in this format:
```
[
{
"field_id": (unique ID for the field),
"page": (page number, 1-based),
"rect": ([left, bottom, right, top] bounding box in PDF coordinates, y=0 is the bottom of the page),
"type": ("text", "checkbox", "radio_group", or "choice"),
},
// Checkboxes have "checked_value" and "unchecked_value" properties:
{
"field_id": (unique ID for the field),
"page": (page number, 1-based),
"type": "checkbox",
"checked_value": (Set the field to this value to check the checkbox),
"unchecked_value": (Set the field to this value to uncheck the checkbox),
},
// Radio groups have a "radio_options" list with the possible choices.
{
"field_id": (unique ID for the field),
"page": (page number, 1-based),
"type": "radio_group",
"radio_options": [
{
"value": (set the field to this value to select this radio option),
"rect": (bounding box for the radio button for this option)
},
// Other radio options
]
},
// Multiple choice fields have a "choice_options" list with the possible choices:
{
"field_id": (unique ID for the field),
"page": (page number, 1-based),
"type": "choice",
"choice_options": [
{
"value": (set the field to this value to select this option),
"text": (display text of the option)
},
// Other choice options
],
}
]
```
- Convert the PDF to PNGs (one image for each page) with this script (run from this file's directory):
`python scripts/convert_pdf_to_images.py <file.pdf> <output_directory>`
Then analyze the images to determine the purpose of each form field (make sure to convert the bounding box PDF coordinates to image coordinates).
- Create a `field_values.json` file in this format with the values to be entered for each field:
```
[
{
"field_id": "last_name", // Must match the field_id from `extract_form_field_info.py`
"description": "The user's last name",
"page": 1, // Must match the "page" value in field_info.json
"value": "Simpson"
},
{
"field_id": "Checkbox12",
"description": "Checkbox to be checked if the user is 18 or over",
"page": 1,
"value": "/On" // If this is a checkbox, use its "checked_value" value to check it. If it's a radio button group, use one of the "value" values in "radio_options".
},
// more fields
]
```
- Run the `fill_fillable_fields.py` script from this file's directory to create a filled-in PDF:
`python scripts/fill_fillable_fields.py <input pdf> <field_values.json> <output pdf>`
This script will verify that the field IDs and values you provide are valid; if it prints error messages, correct the appropriate fields and try again.
# Non-fillable fields
If the PDF doesn't have fillable form fields, you'll add text annotations. First try to extract coordinates from the PDF structure (more accurate), then fall back to visual estimation if needed.
## Step 1: Try Structure Extraction First
Run this script to extract text labels, lines, and checkboxes with their exact PDF coordinates:
`python scripts/extract_form_structure.py <input.pdf> form_structure.json`
This creates a JSON file containing:
- **labels**: Every text element with exact coordinates (x0, top, x1, bottom in PDF points)
- **lines**: Horizontal lines that define row boundaries
- **checkboxes**: Small square rectangles that are checkboxes (with center coordinates)
- **row_boundaries**: Row top/bottom positions calculated from horizontal lines
**Check the results**: If `form_structure.json` has meaningful labels (text elements that correspond to form fields), use **Approach A: Structure-Based Coordinates**. If the PDF is scanned/image-based and has few or no labels, use **Approach B: Visual Estimation**.
---
## Approach A: Structure-Based Coordinates (Preferred)
Use this when `extract_form_structure.py` found text labels in the PDF.
### A.1: Analyze the Structure
Read form_structure.json and identify:
1. **Label groups**: Adjacent text elements that form a single label (e.g., "Last" + "Name")
2. **Row structure**: Labels with similar `top` values are in the same row
3. **Field columns**: Entry areas start after label ends (x0 = label.x1 + gap)
4. **Checkboxes**: Use the checkbox coordinates directly from the structure
**Coordinate system**: PDF coordinates where y=0 is at TOP of page, y increases downward.
### A.2: Check for Missing Elements
The structure extraction may not detect all form elements. Common cases:
- **Circular checkboxes**: Only square rectangles are detected as checkboxes
- **Complex graphics**: Decorative elements or non-standard form controls
- **Faded or light-colored elements**: May not be extracted
If you see form fields in the PDF images that aren't in form_structure.json, you'll need to use **visual analysis** for those specific fields (see "Hybrid Approach" below).
### A.3: Create fields.json with PDF Coordinates
For each field, calculate entry coordinates from the extracted structure:
**Text fields:**
- entry x0 = label x1 + 5 (small gap after label)
- entry x1 = next label's x0, or row boundary
- entry top = same as label top
- entry bottom = row boundary line below, or label bottom + row_height
**Checkboxes:**
- Use the checkbox rectangle coordinates directly from form_structure.json
- entry_bounding_box = [checkbox.x0, checkbox.top, checkbox.x1, checkbox.bottom]
Create fields.json using `pdf_width` and `pdf_height` (signals PDF coordinates):
```json
{
"pages": [
{"page_number": 1, "pdf_width": 612, "pdf_height": 792}
],
"form_fields": [
{
"page_number": 1,
"description": "Last name entry field",
"field_label": "Last Name",
"label_bounding_box": [43, 63, 87, 73],
"entry_bounding_box": [92, 63, 260, 79],
"entry_text": {"text": "Smith", "font_size": 10}
},
{
"page_number": 1,
"description": "US Citizen Yes checkbox",
"field_label": "Yes",
"label_bounding_box": [260, 200, 280, 210],
"entry_bounding_box": [285, 197, 292, 205],
"entry_text": {"text": "X"}
}
]
}
```
**Important**: Use `pdf_width`/`pdf_height` and coordinates directly from form_structure.json.
### A.4: Validate Bounding Boxes
Before filling, check your bounding boxes for errors:
`python scripts/check_bounding_boxes.py fields.json`
This checks for intersecting bounding boxes and entry boxes that are too small for the font size. Fix any reported errors before filling.
---
## Approach B: Visual Estimation (Fallback)
Use this when the PDF is scanned/image-based and structure extraction found no usable text labels (e.g., all text shows as "(cid:X)" patterns).
### B.1: Convert PDF to Images
`python scripts/convert_pdf_to_images.py <input.pdf> <images_dir/>`
### B.2: Initial Field Identification
Examine each page image to identify form sections and get **rough estimates** of field locations:
- Form field labels and their approximate positions
- Entry areas (lines, boxes, or blank spaces for text input)
- Checkboxes and their approximate locations
For each field, note approximate pixel coordinates (they don't need to be precise yet).
### B.3: Zoom Refinement (CRITICAL for accuracy)
For each field, crop a region around the estimated position to refine coordinates precisely.
**Create a zoomed crop using ImageMagick:**
```bash
magick <page_image> -crop <width>x<height>+<x>+<y> +repage <crop_output.png>
```
Where:
- `<x>, <y>` = top-left corner of crop region (use your rough estimate minus padding)
- `<width>, <height>` = size of crop region (field area plus ~50px padding on each side)
**Example:** To refine a "Name" field estimated around (100, 150):
```bash
magick images_dir/page_1.png -crop 300x80+50+120 +repage crops/name_field.png
```
(Note: if the `magick` command isn't available, try `convert` with the same arguments).
**Examine the cropped image** to determine precise coordinates:
1. Identify the exact pixel where the entry area begins (after the label)
2. Identify where the entry area ends (before next field or edge)
3. Identify the top and bottom of the entry line/box
**Convert crop coordinates back to full image coordinates:**
- full_x = crop_x + crop_offset_x
- full_y = crop_y + crop_offset_y
Example: If the crop started at (50, 120) and the entry box starts at (52, 18) within the crop:
- entry_x0 = 52 + 50 = 102
- entry_top = 18 + 120 = 138
**Repeat for each field**, grouping nearby fields into single crops when possible.
### B.4: Create fields.json with Refined Coordinates
Create fields.json using `image_width` and `image_height` (signals image coordinates):
```json
{
"pages": [
{"page_number": 1, "image_width": 1700, "image_height": 2200}
],
"form_fields": [
{
"page_number": 1,
"description": "Last name entry field",
"field_label": "Last Name",
"label_bounding_box": [120, 175, 242, 198],
"entry_bounding_box": [255, 175, 720, 218],
"entry_text": {"text": "Smith", "font_size": 10}
}
]
}
```
**Important**: Use `image_width`/`image_height` and the refined pixel coordinates from the zoom analysis.
### B.5: Validate Bounding Boxes
Before filling, check your bounding boxes for errors:
`python scripts/check_bounding_boxes.py fields.json`
This checks for intersecting bounding boxes and entry boxes that are too small for the font size. Fix any reported errors before filling.
---
## Hybrid Approach: Structure + Visual
Use this when structure extraction works for most fields but misses some elements (e.g., circular checkboxes, unusual form controls).
1. **Use Approach A** for fields that were detected in form_structure.json
2. **Convert PDF to images** for visual analysis of missing fields
3. **Use zoom refinement** (from Approach B) for the missing fields
4. **Combine coordinates**: For fields from structure extraction, use `pdf_width`/`pdf_height`. For visually-estimated fields, you must convert image coordinates to PDF coordinates:
- pdf_x = image_x * (pdf_width / image_width)
- pdf_y = image_y * (pdf_height / image_height)
5. **Use a single coordinate system** in fields.json - convert all to PDF coordinates with `pdf_width`/`pdf_height`
---
## Step 2: Validate Before Filling
**Always validate bounding boxes before filling:**
`python scripts/check_bounding_boxes.py fields.json`
This checks for:
- Intersecting bounding boxes (which would cause overlapping text)
- Entry boxes that are too small for the specified font size
Fix any reported errors in fields.json before proceeding.
## Step 3: Fill the Form
The fill script auto-detects the coordinate system and handles conversion:
`python scripts/fill_pdf_form_with_annotations.py <input.pdf> fields.json <output.pdf>`
## Step 4: Verify Output
Convert the filled PDF to images and verify text placement:
`python scripts/convert_pdf_to_images.py <output.pdf> <verify_images/>`
If text is mispositioned:
- **Approach A**: Check that you're using PDF coordinates from form_structure.json with `pdf_width`/`pdf_height`
- **Approach B**: Check that image dimensions match and coordinates are accurate pixels
- **Hybrid**: Ensure coordinate conversions are correct for visually-estimated fields
FILE:reference.md
# PDF Processing Advanced Reference
This document contains advanced PDF processing features, detailed examples, and additional libraries not covered in the main skill instructions.
## pypdfium2 Library (Apache/BSD License)
### Overview
pypdfium2 is a Python binding for PDFium (Chromium's PDF library). It's excellent for fast PDF rendering, image generation, and serves as a PyMuPDF replacement.
### Render PDF to Images
```python
import pypdfium2 as pdfium
from PIL import Image
# Load PDF
pdf = pdfium.PdfDocument("document.pdf")
# Render page to image
page = pdf[0] # First page
bitmap = page.render(
scale=2.0, # Higher resolution
rotation=0 # No rotation
)
# Convert to PIL Image
img = bitmap.to_pil()
img.save("page_1.png", "PNG")
# Process multiple pages
for i, page in enumerate(pdf):
bitmap = page.render(scale=1.5)
img = bitmap.to_pil()
img.save(f"page_{i+1}.jpg", "JPEG", quality=90)
```
### Extract Text with pypdfium2
```python
import pypdfium2 as pdfium
pdf = pdfium.PdfDocument("document.pdf")
for i, page in enumerate(pdf):
text = page.get_text()
print(f"Page {i+1} text length: {len(text)} chars")
```
## JavaScript Libraries
### pdf-lib (MIT License)
pdf-lib is a powerful JavaScript library for creating and modifying PDF documents in any JavaScript environment.
#### Load and Manipulate Existing PDF
```javascript
import { PDFDocument } from 'pdf-lib';
import fs from 'fs';
async function manipulatePDF() {
// Load existing PDF
const existingPdfBytes = fs.readFileSync('input.pdf');
const pdfDoc = await PDFDocument.load(existingPdfBytes);
// Get page count
const pageCount = pdfDoc.getPageCount();
console.log(`Document has pageCount pages`);
// Add new page
const newPage = pdfDoc.addPage([600, 400]);
newPage.drawText('Added by pdf-lib', {
x: 100,
y: 300,
size: 16
});
// Save modified PDF
const pdfBytes = await pdfDoc.save();
fs.writeFileSync('modified.pdf', pdfBytes);
}
```
#### Create Complex PDFs from Scratch
```javascript
import { PDFDocument, rgb, StandardFonts } from 'pdf-lib';
import fs from 'fs';
async function createPDF() {
const pdfDoc = await PDFDocument.create();
// Add fonts
const helveticaFont = await pdfDoc.embedFont(StandardFonts.Helvetica);
const helveticaBold = await pdfDoc.embedFont(StandardFonts.HelveticaBold);
// Add page
const page = pdfDoc.addPage([595, 842]); // A4 size
const { width, height } = page.getSize();
// Add text with styling
page.drawText('Invoice #12345', {
x: 50,
y: height - 50,
size: 18,
font: helveticaBold,
color: rgb(0.2, 0.2, 0.8)
});
// Add rectangle (header background)
page.drawRectangle({
x: 40,
y: height - 100,
width: width - 80,
height: 30,
color: rgb(0.9, 0.9, 0.9)
});
// Add table-like content
const items = [
['Item', 'Qty', 'Price', 'Total'],
['Widget', '2', '$50', '$100'],
['Gadget', '1', '$75', '$75']
];
let yPos = height - 150;
items.forEach(row => {
let xPos = 50;
row.forEach(cell => {
page.drawText(cell, {
x: xPos,
y: yPos,
size: 12,
font: helveticaFont
});
xPos += 120;
});
yPos -= 25;
});
const pdfBytes = await pdfDoc.save();
fs.writeFileSync('created.pdf', pdfBytes);
}
```
#### Advanced Merge and Split Operations
```javascript
import { PDFDocument } from 'pdf-lib';
import fs from 'fs';
async function mergePDFs() {
// Create new document
const mergedPdf = await PDFDocument.create();
// Load source PDFs
const pdf1Bytes = fs.readFileSync('doc1.pdf');
const pdf2Bytes = fs.readFileSync('doc2.pdf');
const pdf1 = await PDFDocument.load(pdf1Bytes);
const pdf2 = await PDFDocument.load(pdf2Bytes);
// Copy pages from first PDF
const pdf1Pages = await mergedPdf.copyPages(pdf1, pdf1.getPageIndices());
pdf1Pages.forEach(page => mergedPdf.addPage(page));
// Copy specific pages from second PDF (pages 0, 2, 4)
const pdf2Pages = await mergedPdf.copyPages(pdf2, [0, 2, 4]);
pdf2Pages.forEach(page => mergedPdf.addPage(page));
const mergedPdfBytes = await mergedPdf.save();
fs.writeFileSync('merged.pdf', mergedPdfBytes);
}
```
### pdfjs-dist (Apache License)
PDF.js is Mozilla's JavaScript library for rendering PDFs in the browser.
#### Basic PDF Loading and Rendering
```javascript
import * as pdfjsLib from 'pdfjs-dist';
// Configure worker (important for performance)
pdfjsLib.GlobalWorkerOptions.workerSrc = './pdf.worker.js';
async function renderPDF() {
// Load PDF
const loadingTask = pdfjsLib.getDocument('document.pdf');
const pdf = await loadingTask.promise;
console.log(`Loaded PDF with pdf.numPages pages`);
// Get first page
const page = await pdf.getPage(1);
const viewport = page.getViewport({ scale: 1.5 });
// Render to canvas
const canvas = document.createElement('canvas');
const context = canvas.getContext('2d');
canvas.height = viewport.height;
canvas.width = viewport.width;
const renderContext = {
canvasContext: context,
viewport: viewport
};
await page.render(renderContext).promise;
document.body.appendChild(canvas);
}
```
#### Extract Text with Coordinates
```javascript
import * as pdfjsLib from 'pdfjs-dist';
async function extractText() {
const loadingTask = pdfjsLib.getDocument('document.pdf');
const pdf = await loadingTask.promise;
let fullText = '';
// Extract text from all pages
for (let i = 1; i <= pdf.numPages; i++) {
const page = await pdf.getPage(i);
const textContent = await page.getTextContent();
const pageText = textContent.items
.map(item => item.str)
.join(' ');
fullText += `\n--- Page i ---\npageText`;
// Get text with coordinates for advanced processing
const textWithCoords = textContent.items.map(item => ({
text: item.str,
x: item.transform[4],
y: item.transform[5],
width: item.width,
height: item.height
}));
}
console.log(fullText);
return fullText;
}
```
#### Extract Annotations and Forms
```javascript
import * as pdfjsLib from 'pdfjs-dist';
async function extractAnnotations() {
const loadingTask = pdfjsLib.getDocument('annotated.pdf');
const pdf = await loadingTask.promise;
for (let i = 1; i <= pdf.numPages; i++) {
const page = await pdf.getPage(i);
const annotations = await page.getAnnotations();
annotations.forEach(annotation => {
console.log(`Annotation type: annotation.subtype`);
console.log(`Content: annotation.contents`);
console.log(`Coordinates: JSON.stringify(annotation.rect)`);
});
}
}
```
## Advanced Command-Line Operations
### poppler-utils Advanced Features
#### Extract Text with Bounding Box Coordinates
```bash
# Extract text with bounding box coordinates (essential for structured data)
pdftotext -bbox-layout document.pdf output.xml
# The XML output contains precise coordinates for each text element
```
#### Advanced Image Conversion
```bash
# Convert to PNG images with specific resolution
pdftoppm -png -r 300 document.pdf output_prefix
# Convert specific page range with high resolution
pdftoppm -png -r 600 -f 1 -l 3 document.pdf high_res_pages
# Convert to JPEG with quality setting
pdftoppm -jpeg -jpegopt quality=85 -r 200 document.pdf jpeg_output
```
#### Extract Embedded Images
```bash
# Extract all embedded images with metadata
pdfimages -j -p document.pdf page_images
# List image info without extracting
pdfimages -list document.pdf
# Extract images in their original format
pdfimages -all document.pdf images/img
```
### qpdf Advanced Features
#### Complex Page Manipulation
```bash
# Split PDF into groups of pages
qpdf --split-pages=3 input.pdf output_group_%02d.pdf
# Extract specific pages with complex ranges
qpdf input.pdf --pages input.pdf 1,3-5,8,10-end -- extracted.pdf
# Merge specific pages from multiple PDFs
qpdf --empty --pages doc1.pdf 1-3 doc2.pdf 5-7 doc3.pdf 2,4 -- combined.pdf
```
#### PDF Optimization and Repair
```bash
# Optimize PDF for web (linearize for streaming)
qpdf --linearize input.pdf optimized.pdf
# Remove unused objects and compress
qpdf --optimize-level=all input.pdf compressed.pdf
# Attempt to repair corrupted PDF structure
qpdf --check input.pdf
qpdf --fix-qdf damaged.pdf repaired.pdf
# Show detailed PDF structure for debugging
qpdf --show-all-pages input.pdf > structure.txt
```
#### Advanced Encryption
```bash
# Add password protection with specific permissions
qpdf --encrypt user_pass owner_pass 256 --print=none --modify=none -- input.pdf encrypted.pdf
# Check encryption status
qpdf --show-encryption encrypted.pdf
# Remove password protection (requires password)
qpdf --password=secret123 --decrypt encrypted.pdf decrypted.pdf
```
## Advanced Python Techniques
### pdfplumber Advanced Features
#### Extract Text with Precise Coordinates
```python
import pdfplumber
with pdfplumber.open("document.pdf") as pdf:
page = pdf.pages[0]
# Extract all text with coordinates
chars = page.chars
for char in chars[:10]: # First 10 characters
print(f"Char: '{char['text']}' at x:{char['x0']:.1f} y:{char['y0']:.1f}")
# Extract text by bounding box (left, top, right, bottom)
bbox_text = page.within_bbox((100, 100, 400, 200)).extract_text()
```
#### Advanced Table Extraction with Custom Settings
```python
import pdfplumber
import pandas as pd
with pdfplumber.open("complex_table.pdf") as pdf:
page = pdf.pages[0]
# Extract tables with custom settings for complex layouts
table_settings = {
"vertical_strategy": "lines",
"horizontal_strategy": "lines",
"snap_tolerance": 3,
"intersection_tolerance": 15
}
tables = page.extract_tables(table_settings)
# Visual debugging for table extraction
img = page.to_image(resolution=150)
img.save("debug_layout.png")
```
### reportlab Advanced Features
#### Create Professional Reports with Tables
```python
from reportlab.platypus import SimpleDocTemplate, Table, TableStyle, Paragraph
from reportlab.lib.styles import getSampleStyleSheet
from reportlab.lib import colors
# Sample data
data = [
['Product', 'Q1', 'Q2', 'Q3', 'Q4'],
['Widgets', '120', '135', '142', '158'],
['Gadgets', '85', '92', '98', '105']
]
# Create PDF with table
doc = SimpleDocTemplate("report.pdf")
elements = []
# Add title
styles = getSampleStyleSheet()
title = Paragraph("Quarterly Sales Report", styles['Title'])
elements.append(title)
# Add table with advanced styling
table = Table(data)
table.setStyle(TableStyle([
('BACKGROUND', (0, 0), (-1, 0), colors.grey),
('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke),
('ALIGN', (0, 0), (-1, -1), 'CENTER'),
('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
('FONTSIZE', (0, 0), (-1, 0), 14),
('BOTTOMPADDING', (0, 0), (-1, 0), 12),
('BACKGROUND', (0, 1), (-1, -1), colors.beige),
('GRID', (0, 0), (-1, -1), 1, colors.black)
]))
elements.append(table)
doc.build(elements)
```
## Complex Workflows
### Extract Figures/Images from PDF
#### Method 1: Using pdfimages (fastest)
```bash
# Extract all images with original quality
pdfimages -all document.pdf images/img
```
#### Method 2: Using pypdfium2 + Image Processing
```python
import pypdfium2 as pdfium
from PIL import Image
import numpy as np
def extract_figures(pdf_path, output_dir):
pdf = pdfium.PdfDocument(pdf_path)
for page_num, page in enumerate(pdf):
# Render high-resolution page
bitmap = page.render(scale=3.0)
img = bitmap.to_pil()
# Convert to numpy for processing
img_array = np.array(img)
# Simple figure detection (non-white regions)
mask = np.any(img_array != [255, 255, 255], axis=2)
# Find contours and extract bounding boxes
# (This is simplified - real implementation would need more sophisticated detection)
# Save detected figures
# ... implementation depends on specific needs
```
### Batch PDF Processing with Error Handling
```python
import os
import glob
from pypdf import PdfReader, PdfWriter
import logging
logging.basicConfig(level=logging.INFO)
logger = logging.getLogger(__name__)
def batch_process_pdfs(input_dir, operation='merge'):
pdf_files = glob.glob(os.path.join(input_dir, "*.pdf"))
if operation == 'merge':
writer = PdfWriter()
for pdf_file in pdf_files:
try:
reader = PdfReader(pdf_file)
for page in reader.pages:
writer.add_page(page)
logger.info(f"Processed: {pdf_file}")
except Exception as e:
logger.error(f"Failed to process {pdf_file}: {e}")
continue
with open("batch_merged.pdf", "wb") as output:
writer.write(output)
elif operation == 'extract_text':
for pdf_file in pdf_files:
try:
reader = PdfReader(pdf_file)
text = ""
for page in reader.pages:
text += page.extract_text()
output_file = pdf_file.replace('.pdf', '.txt')
with open(output_file, 'w', encoding='utf-8') as f:
f.write(text)
logger.info(f"Extracted text from: {pdf_file}")
except Exception as e:
logger.error(f"Failed to extract text from {pdf_file}: {e}")
continue
```
### Advanced PDF Cropping
```python
from pypdf import PdfWriter, PdfReader
reader = PdfReader("input.pdf")
writer = PdfWriter()
# Crop page (left, bottom, right, top in points)
page = reader.pages[0]
page.mediabox.left = 50
page.mediabox.bottom = 50
page.mediabox.right = 550
page.mediabox.top = 750
writer.add_page(page)
with open("cropped.pdf", "wb") as output:
writer.write(output)
```
## Performance Optimization Tips
### 1. For Large PDFs
- Use streaming approaches instead of loading entire PDF in memory
- Use `qpdf --split-pages` for splitting large files
- Process pages individually with pypdfium2
### 2. For Text Extraction
- `pdftotext -bbox-layout` is fastest for plain text extraction
- Use pdfplumber for structured data and tables
- Avoid `pypdf.extract_text()` for very large documents
### 3. For Image Extraction
- `pdfimages` is much faster than rendering pages
- Use low resolution for previews, high resolution for final output
### 4. For Form Filling
- pdf-lib maintains form structure better than most alternatives
- Pre-validate form fields before processing
### 5. Memory Management
```python
# Process PDFs in chunks
def process_large_pdf(pdf_path, chunk_size=10):
reader = PdfReader(pdf_path)
total_pages = len(reader.pages)
for start_idx in range(0, total_pages, chunk_size):
end_idx = min(start_idx + chunk_size, total_pages)
writer = PdfWriter()
for i in range(start_idx, end_idx):
writer.add_page(reader.pages[i])
# Process chunk
with open(f"chunk_{start_idx//chunk_size}.pdf", "wb") as output:
writer.write(output)
```
## Troubleshooting Common Issues
### Encrypted PDFs
```python
# Handle password-protected PDFs
from pypdf import PdfReader
try:
reader = PdfReader("encrypted.pdf")
if reader.is_encrypted:
reader.decrypt("password")
except Exception as e:
print(f"Failed to decrypt: {e}")
```
### Corrupted PDFs
```bash
# Use qpdf to repair
qpdf --check corrupted.pdf
qpdf --replace-input corrupted.pdf
```
### Text Extraction Issues
```python
# Fallback to OCR for scanned PDFs
import pytesseract
from pdf2image import convert_from_path
def extract_text_with_ocr(pdf_path):
images = convert_from_path(pdf_path)
text = ""
for i, image in enumerate(images):
text += pytesseract.image_to_string(image)
return text
```
## License Information
- **pypdf**: BSD License
- **pdfplumber**: MIT License
- **pypdfium2**: Apache/BSD License
- **reportlab**: BSD License
- **poppler-utils**: GPL-2 License
- **qpdf**: Apache License
- **pdf-lib**: MIT License
- **pdfjs-dist**: Apache License
FILE:scripts/check_bounding_boxes.py
from dataclasses import dataclass
import json
import sys
@dataclass
class RectAndField:
rect: list[float]
rect_type: str
field: dict
def get_bounding_box_messages(fields_json_stream) -> list[str]:
messages = []
fields = json.load(fields_json_stream)
messages.append(f"Read {len(fields['form_fields'])} fields")
def rects_intersect(r1, r2):
disjoint_horizontal = r1[0] >= r2[2] or r1[2] <= r2[0]
disjoint_vertical = r1[1] >= r2[3] or r1[3] <= r2[1]
return not (disjoint_horizontal or disjoint_vertical)
rects_and_fields = []
for f in fields["form_fields"]:
rects_and_fields.append(RectAndField(f["label_bounding_box"], "label", f))
rects_and_fields.append(RectAndField(f["entry_bounding_box"], "entry", f))
has_error = False
for i, ri in enumerate(rects_and_fields):
for j in range(i + 1, len(rects_and_fields)):
rj = rects_and_fields[j]
if ri.field["page_number"] == rj.field["page_number"] and rects_intersect(ri.rect, rj.rect):
has_error = True
if ri.field is rj.field:
messages.append(f"FAILURE: intersection between label and entry bounding boxes for `{ri.field['description']}` ({ri.rect}, {rj.rect})")
else:
messages.append(f"FAILURE: intersection between {ri.rect_type} bounding box for `{ri.field['description']}` ({ri.rect}) and {rj.rect_type} bounding box for `{rj.field['description']}` ({rj.rect})")
if len(messages) >= 20:
messages.append("Aborting further checks; fix bounding boxes and try again")
return messages
if ri.rect_type == "entry":
if "entry_text" in ri.field:
font_size = ri.field["entry_text"].get("font_size", 14)
entry_height = ri.rect[3] - ri.rect[1]
if entry_height < font_size:
has_error = True
messages.append(f"FAILURE: entry bounding box height ({entry_height}) for `{ri.field['description']}` is too short for the text content (font size: {font_size}). Increase the box height or decrease the font size.")
if len(messages) >= 20:
messages.append("Aborting further checks; fix bounding boxes and try again")
return messages
if not has_error:
messages.append("SUCCESS: All bounding boxes are valid")
return messages
if __name__ == "__main__":
if len(sys.argv) != 2:
print("Usage: check_bounding_boxes.py [fields.json]")
sys.exit(1)
with open(sys.argv[1]) as f:
messages = get_bounding_box_messages(f)
for msg in messages:
print(msg)
FILE:scripts/check_fillable_fields.py
import sys
from pypdf import PdfReader
reader = PdfReader(sys.argv[1])
if (reader.get_fields()):
print("This PDF has fillable form fields")
else:
print("This PDF does not have fillable form fields; you will need to visually determine where to enter data")
FILE:scripts/convert_pdf_to_images.py
import os
import sys
from pdf2image import convert_from_path
def convert(pdf_path, output_dir, max_dim=1000):
images = convert_from_path(pdf_path, dpi=200)
for i, image in enumerate(images):
width, height = image.size
if width > max_dim or height > max_dim:
scale_factor = min(max_dim / width, max_dim / height)
new_width = int(width * scale_factor)
new_height = int(height * scale_factor)
image = image.resize((new_width, new_height))
image_path = os.path.join(output_dir, f"page_{i+1}.png")
image.save(image_path)
print(f"Saved page {i+1} as {image_path} (size: {image.size})")
print(f"Converted {len(images)} pages to PNG images")
if __name__ == "__main__":
if len(sys.argv) != 3:
print("Usage: convert_pdf_to_images.py [input pdf] [output directory]")
sys.exit(1)
pdf_path = sys.argv[1]
output_directory = sys.argv[2]
convert(pdf_path, output_directory)
FILE:scripts/create_validation_image.py
import json
import sys
from PIL import Image, ImageDraw
def create_validation_image(page_number, fields_json_path, input_path, output_path):
with open(fields_json_path, 'r') as f:
data = json.load(f)
img = Image.open(input_path)
draw = ImageDraw.Draw(img)
num_boxes = 0
for field in data["form_fields"]:
if field["page_number"] == page_number:
entry_box = field['entry_bounding_box']
label_box = field['label_bounding_box']
draw.rectangle(entry_box, outline='red', width=2)
draw.rectangle(label_box, outline='blue', width=2)
num_boxes += 2
img.save(output_path)
print(f"Created validation image at {output_path} with {num_boxes} bounding boxes")
if __name__ == "__main__":
if len(sys.argv) != 5:
print("Usage: create_validation_image.py [page number] [fields.json file] [input image path] [output image path]")
sys.exit(1)
page_number = int(sys.argv[1])
fields_json_path = sys.argv[2]
input_image_path = sys.argv[3]
output_image_path = sys.argv[4]
create_validation_image(page_number, fields_json_path, input_image_path, output_image_path)
FILE:scripts/extract_form_field_info.py
import json
import sys
from pypdf import PdfReader
def get_full_annotation_field_id(annotation):
components = []
while annotation:
field_name = annotation.get('/T')
if field_name:
components.append(field_name)
annotation = annotation.get('/Parent')
return ".".join(reversed(components)) if components else None
def make_field_dict(field, field_id):
field_dict = {"field_id": field_id}
ft = field.get('/FT')
if ft == "/Tx":
field_dict["type"] = "text"
elif ft == "/Btn":
field_dict["type"] = "checkbox"
states = field.get("/_States_", [])
if len(states) == 2:
if "/Off" in states:
field_dict["checked_value"] = states[0] if states[0] != "/Off" else states[1]
field_dict["unchecked_value"] = "/Off"
else:
print(f"Unexpected state values for checkbox `field_id`. Its checked and unchecked values may not be correct; if you're trying to check it, visually verify the results.")
field_dict["checked_value"] = states[0]
field_dict["unchecked_value"] = states[1]
elif ft == "/Ch":
field_dict["type"] = "choice"
states = field.get("/_States_", [])
field_dict["choice_options"] = [{
"value": state[0],
"text": state[1],
} for state in states]
else:
field_dict["type"] = f"unknown ({ft})"
return field_dict
def get_field_info(reader: PdfReader):
fields = reader.get_fields()
field_info_by_id = {}
possible_radio_names = set()
for field_id, field in fields.items():
if field.get("/Kids"):
if field.get("/FT") == "/Btn":
possible_radio_names.add(field_id)
continue
field_info_by_id[field_id] = make_field_dict(field, field_id)
radio_fields_by_id = {}
for page_index, page in enumerate(reader.pages):
annotations = page.get('/Annots', [])
for ann in annotations:
field_id = get_full_annotation_field_id(ann)
if field_id in field_info_by_id:
field_info_by_id[field_id]["page"] = page_index + 1
field_info_by_id[field_id]["rect"] = ann.get('/Rect')
elif field_id in possible_radio_names:
try:
on_values = [v for v in ann["/AP"]["/N"] if v != "/Off"]
except KeyError:
continue
if len(on_values) == 1:
rect = ann.get("/Rect")
if field_id not in radio_fields_by_id:
radio_fields_by_id[field_id] = {
"field_id": field_id,
"type": "radio_group",
"page": page_index + 1,
"radio_options": [],
}
radio_fields_by_id[field_id]["radio_options"].append({
"value": on_values[0],
"rect": rect,
})
fields_with_location = []
for field_info in field_info_by_id.values():
if "page" in field_info:
fields_with_location.append(field_info)
else:
print(f"Unable to determine location for field id: {field_info.get('field_id')}, ignoring")
def sort_key(f):
if "radio_options" in f:
rect = f["radio_options"][0]["rect"] or [0, 0, 0, 0]
else:
rect = f.get("rect") or [0, 0, 0, 0]
adjusted_position = [-rect[1], rect[0]]
return [f.get("page"), adjusted_position]
sorted_fields = fields_with_location + list(radio_fields_by_id.values())
sorted_fields.sort(key=sort_key)
return sorted_fields
def write_field_info(pdf_path: str, json_output_path: str):
reader = PdfReader(pdf_path)
field_info = get_field_info(reader)
with open(json_output_path, "w") as f:
json.dump(field_info, f, indent=2)
print(f"Wrote {len(field_info)} fields to {json_output_path}")
if __name__ == "__main__":
if len(sys.argv) != 3:
print("Usage: extract_form_field_info.py [input pdf] [output json]")
sys.exit(1)
write_field_info(sys.argv[1], sys.argv[2])
FILE:scripts/extract_form_structure.py
"""
Extract form structure from a non-fillable PDF.
This script analyzes the PDF to find:
- Text labels with their exact coordinates
- Horizontal lines (row boundaries)
- Checkboxes (small rectangles)
Output: A JSON file with the form structure that can be used to generate
accurate field coordinates for filling.
Usage: python extract_form_structure.py <input.pdf> <output.json>
"""
import json
import sys
import pdfplumber
def extract_form_structure(pdf_path):
structure = {
"pages": [],
"labels": [],
"lines": [],
"checkboxes": [],
"row_boundaries": []
}
with pdfplumber.open(pdf_path) as pdf:
for page_num, page in enumerate(pdf.pages, 1):
structure["pages"].append({
"page_number": page_num,
"width": float(page.width),
"height": float(page.height)
})
words = page.extract_words()
for word in words:
structure["labels"].append({
"page": page_num,
"text": word["text"],
"x0": round(float(word["x0"]), 1),
"top": round(float(word["top"]), 1),
"x1": round(float(word["x1"]), 1),
"bottom": round(float(word["bottom"]), 1)
})
for line in page.lines:
if abs(float(line["x1"]) - float(line["x0"])) > page.width * 0.5:
structure["lines"].append({
"page": page_num,
"y": round(float(line["top"]), 1),
"x0": round(float(line["x0"]), 1),
"x1": round(float(line["x1"]), 1)
})
for rect in page.rects:
width = float(rect["x1"]) - float(rect["x0"])
height = float(rect["bottom"]) - float(rect["top"])
if 5 <= width <= 15 and 5 <= height <= 15 and abs(width - height) < 2:
structure["checkboxes"].append({
"page": page_num,
"x0": round(float(rect["x0"]), 1),
"top": round(float(rect["top"]), 1),
"x1": round(float(rect["x1"]), 1),
"bottom": round(float(rect["bottom"]), 1),
"center_x": round((float(rect["x0"]) + float(rect["x1"])) / 2, 1),
"center_y": round((float(rect["top"]) + float(rect["bottom"])) / 2, 1)
})
lines_by_page = {}
for line in structure["lines"]:
page = line["page"]
if page not in lines_by_page:
lines_by_page[page] = []
lines_by_page[page].append(line["y"])
for page, y_coords in lines_by_page.items():
y_coords = sorted(set(y_coords))
for i in range(len(y_coords) - 1):
structure["row_boundaries"].append({
"page": page,
"row_top": y_coords[i],
"row_bottom": y_coords[i + 1],
"row_height": round(y_coords[i + 1] - y_coords[i], 1)
})
return structure
def main():
if len(sys.argv) != 3:
print("Usage: extract_form_structure.py <input.pdf> <output.json>")
sys.exit(1)
pdf_path = sys.argv[1]
output_path = sys.argv[2]
print(f"Extracting structure from {pdf_path}...")
structure = extract_form_structure(pdf_path)
with open(output_path, "w") as f:
json.dump(structure, f, indent=2)
print(f"Found:")
print(f" - {len(structure['pages'])} pages")
print(f" - {len(structure['labels'])} text labels")
print(f" - {len(structure['lines'])} horizontal lines")
print(f" - {len(structure['checkboxes'])} checkboxes")
print(f" - {len(structure['row_boundaries'])} row boundaries")
print(f"Saved to {output_path}")
if __name__ == "__main__":
main()
FILE:scripts/fill_fillable_fields.py
import json
import sys
from pypdf import PdfReader, PdfWriter
from extract_form_field_info import get_field_info
def fill_pdf_fields(input_pdf_path: str, fields_json_path: str, output_pdf_path: str):
with open(fields_json_path) as f:
fields = json.load(f)
fields_by_page = {}
for field in fields:
if "value" in field:
field_id = field["field_id"]
page = field["page"]
if page not in fields_by_page:
fields_by_page[page] = {}
fields_by_page[page][field_id] = field["value"]
reader = PdfReader(input_pdf_path)
has_error = False
field_info = get_field_info(reader)
fields_by_ids = {f["field_id"]: f for f in field_info}
for field in fields:
existing_field = fields_by_ids.get(field["field_id"])
if not existing_field:
has_error = True
print(f"ERROR: `{field['field_id']}` is not a valid field ID")
elif field["page"] != existing_field["page"]:
has_error = True
print(f"ERROR: Incorrect page number for `{field['field_id']}` (got {field['page']}, expected {existing_field['page']})")
else:
if "value" in field:
err = validation_error_for_field_value(existing_field, field["value"])
if err:
print(err)
has_error = True
if has_error:
sys.exit(1)
writer = PdfWriter(clone_from=reader)
for page, field_values in fields_by_page.items():
writer.update_page_form_field_values(writer.pages[page - 1], field_values, auto_regenerate=False)
writer.set_need_appearances_writer(True)
with open(output_pdf_path, "wb") as f:
writer.write(f)
def validation_error_for_field_value(field_info, field_value):
field_type = field_info["type"]
field_id = field_info["field_id"]
if field_type == "checkbox":
checked_val = field_info["checked_value"]
unchecked_val = field_info["unchecked_value"]
if field_value != checked_val and field_value != unchecked_val:
return f'ERROR: Invalid value "{field_value}" for checkbox field "{field_id}". The checked value is "{checked_val}" and the unchecked value is "{unchecked_val}"'
elif field_type == "radio_group":
option_values = [opt["value"] for opt in field_info["radio_options"]]
if field_value not in option_values:
return f'ERROR: Invalid value "{field_value}" for radio group field "{field_id}". Valid values are: {option_values}'
elif field_type == "choice":
choice_values = [opt["value"] for opt in field_info["choice_options"]]
if field_value not in choice_values:
return f'ERROR: Invalid value "{field_value}" for choice field "{field_id}". Valid values are: {choice_values}'
return None
def monkeypatch_pydpf_method():
from pypdf.generic import DictionaryObject
from pypdf.constants import FieldDictionaryAttributes
original_get_inherited = DictionaryObject.get_inherited
def patched_get_inherited(self, key: str, default = None):
result = original_get_inherited(self, key, default)
if key == FieldDictionaryAttributes.Opt:
if isinstance(result, list) and all(isinstance(v, list) and len(v) == 2 for v in result):
result = [r[0] for r in result]
return result
DictionaryObject.get_inherited = patched_get_inherited
if __name__ == "__main__":
if len(sys.argv) != 4:
print("Usage: fill_fillable_fields.py [input pdf] [field_values.json] [output pdf]")
sys.exit(1)
monkeypatch_pydpf_method()
input_pdf = sys.argv[1]
fields_json = sys.argv[2]
output_pdf = sys.argv[3]
fill_pdf_fields(input_pdf, fields_json, output_pdf)
FILE:scripts/fill_pdf_form_with_annotations.py
import json
import sys
from pypdf import PdfReader, PdfWriter
from pypdf.annotations import FreeText
def transform_from_image_coords(bbox, image_width, image_height, pdf_width, pdf_height):
x_scale = pdf_width / image_width
y_scale = pdf_height / image_height
left = bbox[0] * x_scale
right = bbox[2] * x_scale
top = pdf_height - (bbox[1] * y_scale)
bottom = pdf_height - (bbox[3] * y_scale)
return left, bottom, right, top
def transform_from_pdf_coords(bbox, pdf_height):
left = bbox[0]
right = bbox[2]
pypdf_top = pdf_height - bbox[1]
pypdf_bottom = pdf_height - bbox[3]
return left, pypdf_bottom, right, pypdf_top
def fill_pdf_form(input_pdf_path, fields_json_path, output_pdf_path):
with open(fields_json_path, "r") as f:
fields_data = json.load(f)
reader = PdfReader(input_pdf_path)
writer = PdfWriter()
writer.append(reader)
pdf_dimensions = {}
for i, page in enumerate(reader.pages):
mediabox = page.mediabox
pdf_dimensions[i + 1] = [mediabox.width, mediabox.height]
annotations = []
for field in fields_data["form_fields"]:
page_num = field["page_number"]
page_info = next(p for p in fields_data["pages"] if p["page_number"] == page_num)
pdf_width, pdf_height = pdf_dimensions[page_num]
if "pdf_width" in page_info:
transformed_entry_box = transform_from_pdf_coords(
field["entry_bounding_box"],
float(pdf_height)
)
else:
image_width = page_info["image_width"]
image_height = page_info["image_height"]
transformed_entry_box = transform_from_image_coords(
field["entry_bounding_box"],
image_width, image_height,
float(pdf_width), float(pdf_height)
)
if "entry_text" not in field or "text" not in field["entry_text"]:
continue
entry_text = field["entry_text"]
text = entry_text["text"]
if not text:
continue
font_name = entry_text.get("font", "Arial")
font_size = str(entry_text.get("font_size", 14)) + "pt"
font_color = entry_text.get("font_color", "000000")
annotation = FreeText(
text=text,
rect=transformed_entry_box,
font=font_name,
font_size=font_size,
font_color=font_color,
border_color=None,
background_color=None,
)
annotations.append(annotation)
writer.add_annotation(page_number=page_num - 1, annotation=annotation)
with open(output_pdf_path, "wb") as output:
writer.write(output)
print(f"Successfully filled PDF form and saved to {output_pdf_path}")
print(f"Added {len(annotations)} text annotations")
if __name__ == "__main__":
if len(sys.argv) != 4:
print("Usage: fill_pdf_form_with_annotations.py [input pdf] [fields.json] [output pdf]")
sys.exit(1)
input_pdf = sys.argv[1]
fields_json = sys.argv[2]
output_pdf = sys.argv[3]
fill_pdf_form(input_pdf, fields_json, output_pdf)
Create new skills, modify and improve existing skills, and measure skill performance. Use when users want to create a skill from scratch, edit, or optimize a...
---
name: skill-creator
description: Create new skills, modify and improve existing skills, and measure skill performance. Use when users want to create a skill from scratch, edit, or optimize an existing skill, run evals to test a skill, benchmark skill performance with variance analysis, or optimize a skill's description for better triggering accuracy.
---
# Skill Creator
A skill for creating new skills and iteratively improving them.
At a high level, the process of creating a skill goes like this:
- Decide what you want the skill to do and roughly how it should do it
- Write a draft of the skill
- Create a few test prompts and run claude-with-access-to-the-skill on them
- Help the user evaluate the results both qualitatively and quantitatively
- While the runs happen in the background, draft some quantitative evals if there aren't any (if there are some, you can either use as is or modify if you feel something needs to change about them). Then explain them to the user (or if they already existed, explain the ones that already exist)
- Use the `eval-viewer/generate_review.py` script to show the user the results for them to look at, and also let them look at the quantitative metrics
- Rewrite the skill based on feedback from the user's evaluation of the results (and also if there are any glaring flaws that become apparent from the quantitative benchmarks)
- Repeat until you're satisfied
- Expand the test set and try again at larger scale
Your job when using this skill is to figure out where the user is in this process and then jump in and help them progress through these stages. So for instance, maybe they're like "I want to make a skill for X". You can help narrow down what they mean, write a draft, write the test cases, figure out how they want to evaluate, run all the prompts, and repeat.
On the other hand, maybe they already have a draft of the skill. In this case you can go straight to the eval/iterate part of the loop.
Of course, you should always be flexible and if the user is like "I don't need to run a bunch of evaluations, just vibe with me", you can do that instead.
Then after the skill is done (but again, the order is flexible), you can also run the skill description improver, which we have a whole separate script for, to optimize the triggering of the skill.
Cool? Cool.
## Communicating with the user
The skill creator is liable to be used by people across a wide range of familiarity with coding jargon. If you haven't heard (and how could you, it's only very recently that it started), there's a trend now where the power of Claude is inspiring plumbers to open up their terminals, parents and grandparents to google "how to install npm". On the other hand, the bulk of users are probably fairly computer-literate.
So please pay attention to context cues to understand how to phrase your communication! In the default case, just to give you some idea:
- "evaluation" and "benchmark" are borderline, but OK
- for "JSON" and "assertion" you want to see serious cues from the user that they know what those things are before using them without explaining them
It's OK to briefly explain terms if you're in doubt, and feel free to clarify terms with a short definition if you're unsure if the user will get it.
---
## Creating a skill
### Capture Intent
Start by understanding the user's intent. The current conversation might already contain a workflow the user wants to capture (e.g., they say "turn this into a skill"). If so, extract answers from the conversation history first — the tools used, the sequence of steps, corrections the user made, input/output formats observed. The user may need to fill the gaps, and should confirm before proceeding to the next step.
1. What should this skill enable Claude to do?
2. When should this skill trigger? (what user phrases/contexts)
3. What's the expected output format?
4. Should we set up test cases to verify the skill works? Skills with objectively verifiable outputs (file transforms, data extraction, code generation, fixed workflow steps) benefit from test cases. Skills with subjective outputs (writing style, art) often don't need them. Suggest the appropriate default based on the skill type, but let the user decide.
### Interview and Research
Proactively ask questions about edge cases, input/output formats, example files, success criteria, and dependencies. Wait to write test prompts until you've got this part ironed out.
Check available MCPs - if useful for research (searching docs, finding similar skills, looking up best practices), research in parallel via subagents if available, otherwise inline. Come prepared with context to reduce burden on the user.
### Write the SKILL.md
Based on the user interview, fill in these components:
- **name**: Skill identifier
- **description**: When to trigger, what it does. This is the primary triggering mechanism - include both what the skill does AND specific contexts for when to use it. All "when to use" info goes here, not in the body. Note: currently Claude has a tendency to "undertrigger" skills -- to not use them when they'd be useful. To combat this, please make the skill descriptions a little bit "pushy". So for instance, instead of "How to build a simple fast dashboard to display internal Anthropic data.", you might write "How to build a simple fast dashboard to display internal Anthropic data. Make sure to use this skill whenever the user mentions dashboards, data visualization, internal metrics, or wants to display any kind of company data, even if they don't explicitly ask for a 'dashboard.'"
- **compatibility**: Required tools, dependencies (optional, rarely needed)
- **the rest of the skill :)**
### Skill Writing Guide
#### Anatomy of a Skill
```
skill-name/
├── SKILL.md (required)
│ ├── YAML frontmatter (name, description required)
│ └── Markdown instructions
└── Bundled Resources (optional)
├── scripts/ - Executable code for deterministic/repetitive tasks
├── references/ - Docs loaded into context as needed
└── assets/ - Files used in output (templates, icons, fonts)
```
#### Progressive Disclosure
Skills use a three-level loading system:
1. **Metadata** (name + description) - Always in context (~100 words)
2. **SKILL.md body** - In context whenever skill triggers (<500 lines ideal)
3. **Bundled resources** - As needed (unlimited, scripts can execute without loading)
These word counts are approximate and you can feel free to go longer if needed.
**Key patterns:**
- Keep SKILL.md under 500 lines; if you're approaching this limit, add an additional layer of hierarchy along with clear pointers about where the model using the skill should go next to follow up.
- Reference files clearly from SKILL.md with guidance on when to read them
- For large reference files (>300 lines), include a table of contents
**Domain organization**: When a skill supports multiple domains/frameworks, organize by variant:
```
cloud-deploy/
├── SKILL.md (workflow + selection)
└── references/
├── aws.md
├── gcp.md
└── azure.md
```
Claude reads only the relevant reference file.
#### Principle of Lack of Surprise
This goes without saying, but skills must not contain malware, exploit code, or any content that could compromise system security. A skill's contents should not surprise the user in their intent if described. Don't go along with requests to create misleading skills or skills designed to facilitate unauthorized access, data exfiltration, or other malicious activities. Things like a "roleplay as an XYZ" are OK though.
#### Writing Patterns
Prefer using the imperative form in instructions.
**Defining output formats** - You can do it like this:
```markdown
## Report structure
ALWAYS use this exact template:
# [Title]
## Executive summary
## Key findings
## Recommendations
```
**Examples pattern** - It's useful to include examples. You can format them like this (but if "Input" and "Output" are in the examples you might want to deviate a little):
```markdown
## Commit message format
**Example 1:**
Input: Added user authentication with JWT tokens
Output: feat(auth): implement JWT-based authentication
```
### Writing Style
Try to explain to the model why things are important in lieu of heavy-handed musty MUSTs. Use theory of mind and try to make the skill general and not super-narrow to specific examples. Start by writing a draft and then look at it with fresh eyes and improve it.
### Test Cases
After writing the skill draft, come up with 2-3 realistic test prompts — the kind of thing a real user would actually say. Share them with the user: [you don't have to use this exact language] "Here are a few test cases I'd like to try. Do these look right, or do you want to add more?" Then run them.
Save test cases to `evals/evals.json`. Don't write assertions yet — just the prompts. You'll draft assertions in the next step while the runs are in progress.
```json
{
"skill_name": "example-skill",
"evals": [
{
"id": 1,
"prompt": "User's task prompt",
"expected_output": "Description of expected result",
"files": []
}
]
}
```
See `references/schemas.md` for the full schema (including the `assertions` field, which you'll add later).
## Running and evaluating test cases
This section is one continuous sequence — don't stop partway through. Do NOT use `/skill-test` or any other testing skill.
Put results in `<skill-name>-workspace/` as a sibling to the skill directory. Within the workspace, organize results by iteration (`iteration-1/`, `iteration-2/`, etc.) and within that, each test case gets a directory (`eval-0/`, `eval-1/`, etc.). Don't create all of this upfront — just create directories as you go.
### Step 1: Spawn all runs (with-skill AND baseline) in the same turn
For each test case, spawn two subagents in the same turn — one with the skill, one without. This is important: don't spawn the with-skill runs first and then come back for baselines later. Launch everything at once so it all finishes around the same time.
**With-skill run:**
```
Execute this task:
- Skill path: <path-to-skill>
- Task: <eval prompt>
- Input files: <eval files if any, or "none">
- Save outputs to: <workspace>/iteration-<N>/eval-<ID>/with_skill/outputs/
- Outputs to save: <what the user cares about — e.g., "the .docx file", "the final CSV">
```
**Baseline run** (same prompt, but the baseline depends on context):
- **Creating a new skill**: no skill at all. Same prompt, no skill path, save to `without_skill/outputs/`.
- **Improving an existing skill**: the old version. Before editing, snapshot the skill (`cp -r <skill-path> <workspace>/skill-snapshot/`), then point the baseline subagent at the snapshot. Save to `old_skill/outputs/`.
Write an `eval_metadata.json` for each test case (assertions can be empty for now). Give each eval a descriptive name based on what it's testing — not just "eval-0". Use this name for the directory too. If this iteration uses new or modified eval prompts, create these files for each new eval directory — don't assume they carry over from previous iterations.
```json
{
"eval_id": 0,
"eval_name": "descriptive-name-here",
"prompt": "The user's task prompt",
"assertions": []
}
```
### Step 2: While runs are in progress, draft assertions
Don't just wait for the runs to finish — you can use this time productively. Draft quantitative assertions for each test case and explain them to the user. If assertions already exist in `evals/evals.json`, review them and explain what they check.
Good assertions are objectively verifiable and have descriptive names — they should read clearly in the benchmark viewer so someone glancing at the results immediately understands what each one checks. Subjective skills (writing style, design quality) are better evaluated qualitatively — don't force assertions onto things that need human judgment.
Update the `eval_metadata.json` files and `evals/evals.json` with the assertions once drafted. Also explain to the user what they'll see in the viewer — both the qualitative outputs and the quantitative benchmark.
### Step 3: As runs complete, capture timing data
When each subagent task completes, you receive a notification containing `total_tokens` and `duration_ms`. Save this data immediately to `timing.json` in the run directory:
```json
{
"total_tokens": 84852,
"duration_ms": 23332,
"total_duration_seconds": 23.3
}
```
This is the only opportunity to capture this data — it comes through the task notification and isn't persisted elsewhere. Process each notification as it arrives rather than trying to batch them.
### Step 4: Grade, aggregate, and launch the viewer
Once all runs are done:
1. **Grade each run** — spawn a grader subagent (or grade inline) that reads `agents/grader.md` and evaluates each assertion against the outputs. Save results to `grading.json` in each run directory. The grading.json expectations array must use the fields `text`, `passed`, and `evidence` (not `name`/`met`/`details` or other variants) — the viewer depends on these exact field names. For assertions that can be checked programmatically, write and run a script rather than eyeballing it — scripts are faster, more reliable, and can be reused across iterations.
2. **Aggregate into benchmark** — run the aggregation script from the skill-creator directory:
```bash
python -m scripts.aggregate_benchmark <workspace>/iteration-N --skill-name <name>
```
This produces `benchmark.json` and `benchmark.md` with pass_rate, time, and tokens for each configuration, with mean ± stddev and the delta. If generating benchmark.json manually, see `references/schemas.md` for the exact schema the viewer expects.
Put each with_skill version before its baseline counterpart.
3. **Do an analyst pass** — read the benchmark data and surface patterns the aggregate stats might hide. See `agents/analyzer.md` (the "Analyzing Benchmark Results" section) for what to look for — things like assertions that always pass regardless of skill (non-discriminating), high-variance evals (possibly flaky), and time/token tradeoffs.
4. **Launch the viewer** with both qualitative outputs and quantitative data:
```bash
nohup python <skill-creator-path>/eval-viewer/generate_review.py \
<workspace>/iteration-N \
--skill-name "my-skill" \
--benchmark <workspace>/iteration-N/benchmark.json \
> /dev/null 2>&1 &
VIEWER_PID=$!
```
For iteration 2+, also pass `--previous-workspace <workspace>/iteration-<N-1>`.
**Cowork / headless environments:** If `webbrowser.open()` is not available or the environment has no display, use `--static <output_path>` to write a standalone HTML file instead of starting a server. Feedback will be downloaded as a `feedback.json` file when the user clicks "Submit All Reviews". After download, copy `feedback.json` into the workspace directory for the next iteration to pick up.
Note: please use generate_review.py to create the viewer; there's no need to write custom HTML.
5. **Tell the user** something like: "I've opened the results in your browser. There are two tabs — 'Outputs' lets you click through each test case and leave feedback, 'Benchmark' shows the quantitative comparison. When you're done, come back here and let me know."
### What the user sees in the viewer
The "Outputs" tab shows one test case at a time:
- **Prompt**: the task that was given
- **Output**: the files the skill produced, rendered inline where possible
- **Previous Output** (iteration 2+): collapsed section showing last iteration's output
- **Formal Grades** (if grading was run): collapsed section showing assertion pass/fail
- **Feedback**: a textbox that auto-saves as they type
- **Previous Feedback** (iteration 2+): their comments from last time, shown below the textbox
The "Benchmark" tab shows the stats summary: pass rates, timing, and token usage for each configuration, with per-eval breakdowns and analyst observations.
Navigation is via prev/next buttons or arrow keys. When done, they click "Submit All Reviews" which saves all feedback to `feedback.json`.
### Step 5: Read the feedback
When the user tells you they're done, read `feedback.json`:
```json
{
"reviews": [
{"run_id": "eval-0-with_skill", "feedback": "the chart is missing axis labels", "timestamp": "..."},
{"run_id": "eval-1-with_skill", "feedback": "", "timestamp": "..."},
{"run_id": "eval-2-with_skill", "feedback": "perfect, love this", "timestamp": "..."}
],
"status": "complete"
}
```
Empty feedback means the user thought it was fine. Focus your improvements on the test cases where the user had specific complaints.
Kill the viewer server when you're done with it:
```bash
kill $VIEWER_PID 2>/dev/null
```
---
## Improving the skill
This is the heart of the loop. You've run the test cases, the user has reviewed the results, and now you need to make the skill better based on their feedback.
### How to think about improvements
1. **Generalize from the feedback.** The big picture thing that's happening here is that we're trying to create skills that can be used a million times (maybe literally, maybe even more who knows) across many different prompts. Here you and the user are iterating on only a few examples over and over again because it helps move faster. The user knows these examples in and out and it's quick for them to assess new outputs. But if the skill you and the user are codeveloping works only for those examples, it's useless. Rather than put in fiddly overfitty changes, or oppressively constrictive MUSTs, if there's some stubborn issue, you might try branching out and using different metaphors, or recommending different patterns of working. It's relatively cheap to try and maybe you'll land on something great.
2. **Keep the prompt lean.** Remove things that aren't pulling their weight. Make sure to read the transcripts, not just the final outputs — if it looks like the skill is making the model waste a bunch of time doing things that are unproductive, you can try getting rid of the parts of the skill that are making it do that and seeing what happens.
3. **Explain the why.** Try hard to explain the **why** behind everything you're asking the model to do. Today's LLMs are *smart*. They have good theory of mind and when given a good harness can go beyond rote instructions and really make things happen. Even if the feedback from the user is terse or frustrated, try to actually understand the task and why the user is writing what they wrote, and what they actually wrote, and then transmit this understanding into the instructions. If you find yourself writing ALWAYS or NEVER in all caps, or using super rigid structures, that's a yellow flag — if possible, reframe and explain the reasoning so that the model understands why the thing you're asking for is important. That's a more humane, powerful, and effective approach.
4. **Look for repeated work across test cases.** Read the transcripts from the test runs and notice if the subagents all independently wrote similar helper scripts or took the same multi-step approach to something. If all 3 test cases resulted in the subagent writing a `create_docx.py` or a `build_chart.py`, that's a strong signal the skill should bundle that script. Write it once, put it in `scripts/`, and tell the skill to use it. This saves every future invocation from reinventing the wheel.
This task is pretty important (we are trying to create billions a year in economic value here!) and your thinking time is not the blocker; take your time and really mull things over. I'd suggest writing a draft revision and then looking at it anew and making improvements. Really do your best to get into the head of the user and understand what they want and need.
### The iteration loop
After improving the skill:
1. Apply your improvements to the skill
2. Rerun all test cases into a new `iteration-<N+1>/` directory, including baseline runs. If you're creating a new skill, the baseline is always `without_skill` (no skill) — that stays the same across iterations. If you're improving an existing skill, use your judgment on what makes sense as the baseline: the original version the user came in with, or the previous iteration.
3. Launch the reviewer with `--previous-workspace` pointing at the previous iteration
4. Wait for the user to review and tell you they're done
5. Read the new feedback, improve again, repeat
Keep going until:
- The user says they're happy
- The feedback is all empty (everything looks good)
- You're not making meaningful progress
---
## Advanced: Blind comparison
For situations where you want a more rigorous comparison between two versions of a skill (e.g., the user asks "is the new version actually better?"), there's a blind comparison system. Read `agents/comparator.md` and `agents/analyzer.md` for the details. The basic idea is: give two outputs to an independent agent without telling it which is which, and let it judge quality. Then analyze why the winner won.
This is optional, requires subagents, and most users won't need it. The human review loop is usually sufficient.
---
## Description Optimization
The description field in SKILL.md frontmatter is the primary mechanism that determines whether Claude invokes a skill. After creating or improving a skill, offer to optimize the description for better triggering accuracy.
### Step 1: Generate trigger eval queries
Create 20 eval queries — a mix of should-trigger and should-not-trigger. Save as JSON:
```json
[
{"query": "the user prompt", "should_trigger": true},
{"query": "another prompt", "should_trigger": false}
]
```
The queries must be realistic and something a Claude Code or Claude.ai user would actually type. Not abstract requests, but requests that are concrete and specific and have a good amount of detail. For instance, file paths, personal context about the user's job or situation, column names and values, company names, URLs. A little bit of backstory. Some might be in lowercase or contain abbreviations or typos or casual speech. Use a mix of different lengths, and focus on edge cases rather than making them clear-cut (the user will get a chance to sign off on them).
Bad: `"Format this data"`, `"Extract text from PDF"`, `"Create a chart"`
Good: `"ok so my boss just sent me this xlsx file (its in my downloads, called something like 'Q4 sales final FINAL v2.xlsx') and she wants me to add a column that shows the profit margin as a percentage. The revenue is in column C and costs are in column D i think"`
For the **should-trigger** queries (8-10), think about coverage. You want different phrasings of the same intent — some formal, some casual. Include cases where the user doesn't explicitly name the skill or file type but clearly needs it. Throw in some uncommon use cases and cases where this skill competes with another but should win.
For the **should-not-trigger** queries (8-10), the most valuable ones are the near-misses — queries that share keywords or concepts with the skill but actually need something different. Think adjacent domains, ambiguous phrasing where a naive keyword match would trigger but shouldn't, and cases where the query touches on something the skill does but in a context where another tool is more appropriate.
The key thing to avoid: don't make should-not-trigger queries obviously irrelevant. "Write a fibonacci function" as a negative test for a PDF skill is too easy — it doesn't test anything. The negative cases should be genuinely tricky.
### Step 2: Review with user
Present the eval set to the user for review using the HTML template:
1. Read the template from `assets/eval_review.html`
2. Replace the placeholders:
- `__EVAL_DATA_PLACEHOLDER__` → the JSON array of eval items (no quotes around it — it's a JS variable assignment)
- `__SKILL_NAME_PLACEHOLDER__` → the skill's name
- `__SKILL_DESCRIPTION_PLACEHOLDER__` → the skill's current description
3. Write to a temp file (e.g., `/tmp/eval_review_<skill-name>.html`) and open it: `open /tmp/eval_review_<skill-name>.html`
4. The user can edit queries, toggle should-trigger, add/remove entries, then click "Export Eval Set"
5. The file downloads to `~/Downloads/eval_set.json` — check the Downloads folder for the most recent version in case there are multiple (e.g., `eval_set (1).json`)
This step matters — bad eval queries lead to bad descriptions.
### Step 3: Run the optimization loop
Tell the user: "This will take some time — I'll run the optimization loop in the background and check on it periodically."
Save the eval set to the workspace, then run in the background:
```bash
python -m scripts.run_loop \
--eval-set <path-to-trigger-eval.json> \
--skill-path <path-to-skill> \
--model <model-id-powering-this-session> \
--max-iterations 5 \
--verbose
```
Use the model ID from your system prompt (the one powering the current session) so the triggering test matches what the user actually experiences.
While it runs, periodically tail the output to give the user updates on which iteration it's on and what the scores look like.
This handles the full optimization loop automatically. It splits the eval set into 60% train and 40% held-out test, evaluates the current description (running each query 3 times to get a reliable trigger rate), then calls Claude to propose improvements based on what failed. It re-evaluates each new description on both train and test, iterating up to 5 times. When it's done, it opens an HTML report in the browser showing the results per iteration and returns JSON with `best_description` — selected by test score rather than train score to avoid overfitting.
### How skill triggering works
Understanding the triggering mechanism helps design better eval queries. Skills appear in Claude's `available_skills` list with their name + description, and Claude decides whether to consult a skill based on that description. The important thing to know is that Claude only consults skills for tasks it can't easily handle on its own — simple, one-step queries like "read this PDF" may not trigger a skill even if the description matches perfectly, because Claude can handle them directly with basic tools. Complex, multi-step, or specialized queries reliably trigger skills when the description matches.
This means your eval queries should be substantive enough that Claude would actually benefit from consulting a skill. Simple queries like "read file X" are poor test cases — they won't trigger skills regardless of description quality.
### Step 4: Apply the result
Take `best_description` from the JSON output and update the skill's SKILL.md frontmatter. Show the user before/after and report the scores.
---
### Package and Present (only if `present_files` tool is available)
Check whether you have access to the `present_files` tool. If you don't, skip this step. If you do, package the skill and present the .skill file to the user:
```bash
python -m scripts.package_skill <path/to/skill-folder>
```
After packaging, direct the user to the resulting `.skill` file path so they can install it.
---
## Claude.ai-specific instructions
In Claude.ai, the core workflow is the same (draft → test → review → improve → repeat), but because Claude.ai doesn't have subagents, some mechanics change. Here's what to adapt:
**Running test cases**: No subagents means no parallel execution. For each test case, read the skill's SKILL.md, then follow its instructions to accomplish the test prompt yourself. Do them one at a time. This is less rigorous than independent subagents (you wrote the skill and you're also running it, so you have full context), but it's a useful sanity check — and the human review step compensates. Skip the baseline runs — just use the skill to complete the task as requested.
**Reviewing results**: If you can't open a browser (e.g., Claude.ai's VM has no display, or you're on a remote server), skip the browser reviewer entirely. Instead, present results directly in the conversation. For each test case, show the prompt and the output. If the output is a file the user needs to see (like a .docx or .xlsx), save it to the filesystem and tell them where it is so they can download and inspect it. Ask for feedback inline: "How does this look? Anything you'd change?"
**Benchmarking**: Skip the quantitative benchmarking — it relies on baseline comparisons which aren't meaningful without subagents. Focus on qualitative feedback from the user.
**The iteration loop**: Same as before — improve the skill, rerun the test cases, ask for feedback — just without the browser reviewer in the middle. You can still organize results into iteration directories on the filesystem if you have one.
**Description optimization**: This section requires the `claude` CLI tool (specifically `claude -p`) which is only available in Claude Code. Skip it if you're on Claude.ai.
**Blind comparison**: Requires subagents. Skip it.
**Packaging**: The `package_skill.py` script works anywhere with Python and a filesystem. On Claude.ai, you can run it and the user can download the resulting `.skill` file.
**Updating an existing skill**: The user might be asking you to update an existing skill, not create a new one. In this case:
- **Preserve the original name.** Note the skill's directory name and `name` frontmatter field -- use them unchanged. E.g., if the installed skill is `research-helper`, output `research-helper.skill` (not `research-helper-v2`).
- **Copy to a writeable location before editing.** The installed skill path may be read-only. Copy to `/tmp/skill-name/`, edit there, and package from the copy.
- **If packaging manually, stage in `/tmp/` first**, then copy to the output directory -- direct writes may fail due to permissions.
---
## Cowork-Specific Instructions
If you're in Cowork, the main things to know are:
- You have subagents, so the main workflow (spawn test cases in parallel, run baselines, grade, etc.) all works. (However, if you run into severe problems with timeouts, it's OK to run the test prompts in series rather than parallel.)
- You don't have a browser or display, so when generating the eval viewer, use `--static <output_path>` to write a standalone HTML file instead of starting a server. Then proffer a link that the user can click to open the HTML in their browser.
- For whatever reason, the Cowork setup seems to disincline Claude from generating the eval viewer after running the tests, so just to reiterate: whether you're in Cowork or in Claude Code, after running tests, you should always generate the eval viewer for the human to look at examples before revising the skill yourself and trying to make corrections, using `generate_review.py` (not writing your own boutique html code). Sorry in advance but I'm gonna go all caps here: GENERATE THE EVAL VIEWER *BEFORE* evaluating inputs yourself. You want to get them in front of the human ASAP!
- Feedback works differently: since there's no running server, the viewer's "Submit All Reviews" button will download `feedback.json` as a file. You can then read it from there (you may have to request access first).
- Packaging works — `package_skill.py` just needs Python and a filesystem.
- Description optimization (`run_loop.py` / `run_eval.py`) should work in Cowork just fine since it uses `claude -p` via subprocess, not a browser, but please save it until you've fully finished making the skill and the user agrees it's in good shape.
- **Updating an existing skill**: The user might be asking you to update an existing skill, not create a new one. Follow the update guidance in the claude.ai section above.
---
## Reference files
The agents/ directory contains instructions for specialized subagents. Read them when you need to spawn the relevant subagent.
- `agents/grader.md` — How to evaluate assertions against outputs
- `agents/comparator.md` — How to do blind A/B comparison between two outputs
- `agents/analyzer.md` — How to analyze why one version beat another
The references/ directory has additional documentation:
- `references/schemas.md` — JSON structures for evals.json, grading.json, etc.
---
Repeating one more time the core loop here for emphasis:
- Figure out what the skill is about
- Draft or edit the skill
- Run claude-with-access-to-the-skill on test prompts
- With the user, evaluate the outputs:
- Create benchmark.json and run `eval-viewer/generate_review.py` to help the user review them
- Run quantitative evals
- Repeat until you and the user are satisfied
- Package the final skill and return it to the user.
Please add steps to your TodoList, if you have such a thing, to make sure you don't forget. If you're in Cowork, please specifically put "Create evals JSON and run `eval-viewer/generate_review.py` so human can review test cases" in your TodoList to make sure it happens.
Good luck!
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FILE:agents/analyzer.md
# Post-hoc Analyzer Agent
Analyze blind comparison results to understand WHY the winner won and generate improvement suggestions.
## Role
After the blind comparator determines a winner, the Post-hoc Analyzer "unblids" the results by examining the skills and transcripts. The goal is to extract actionable insights: what made the winner better, and how can the loser be improved?
## Inputs
You receive these parameters in your prompt:
- **winner**: "A" or "B" (from blind comparison)
- **winner_skill_path**: Path to the skill that produced the winning output
- **winner_transcript_path**: Path to the execution transcript for the winner
- **loser_skill_path**: Path to the skill that produced the losing output
- **loser_transcript_path**: Path to the execution transcript for the loser
- **comparison_result_path**: Path to the blind comparator's output JSON
- **output_path**: Where to save the analysis results
## Process
### Step 1: Read Comparison Result
1. Read the blind comparator's output at comparison_result_path
2. Note the winning side (A or B), the reasoning, and any scores
3. Understand what the comparator valued in the winning output
### Step 2: Read Both Skills
1. Read the winner skill's SKILL.md and key referenced files
2. Read the loser skill's SKILL.md and key referenced files
3. Identify structural differences:
- Instructions clarity and specificity
- Script/tool usage patterns
- Example coverage
- Edge case handling
### Step 3: Read Both Transcripts
1. Read the winner's transcript
2. Read the loser's transcript
3. Compare execution patterns:
- How closely did each follow their skill's instructions?
- What tools were used differently?
- Where did the loser diverge from optimal behavior?
- Did either encounter errors or make recovery attempts?
### Step 4: Analyze Instruction Following
For each transcript, evaluate:
- Did the agent follow the skill's explicit instructions?
- Did the agent use the skill's provided tools/scripts?
- Were there missed opportunities to leverage skill content?
- Did the agent add unnecessary steps not in the skill?
Score instruction following 1-10 and note specific issues.
### Step 5: Identify Winner Strengths
Determine what made the winner better:
- Clearer instructions that led to better behavior?
- Better scripts/tools that produced better output?
- More comprehensive examples that guided edge cases?
- Better error handling guidance?
Be specific. Quote from skills/transcripts where relevant.
### Step 6: Identify Loser Weaknesses
Determine what held the loser back:
- Ambiguous instructions that led to suboptimal choices?
- Missing tools/scripts that forced workarounds?
- Gaps in edge case coverage?
- Poor error handling that caused failures?
### Step 7: Generate Improvement Suggestions
Based on the analysis, produce actionable suggestions for improving the loser skill:
- Specific instruction changes to make
- Tools/scripts to add or modify
- Examples to include
- Edge cases to address
Prioritize by impact. Focus on changes that would have changed the outcome.
### Step 8: Write Analysis Results
Save structured analysis to `{output_path}`.
## Output Format
Write a JSON file with this structure:
```json
{
"comparison_summary": {
"winner": "A",
"winner_skill": "path/to/winner/skill",
"loser_skill": "path/to/loser/skill",
"comparator_reasoning": "Brief summary of why comparator chose winner"
},
"winner_strengths": [
"Clear step-by-step instructions for handling multi-page documents",
"Included validation script that caught formatting errors",
"Explicit guidance on fallback behavior when OCR fails"
],
"loser_weaknesses": [
"Vague instruction 'process the document appropriately' led to inconsistent behavior",
"No script for validation, agent had to improvise and made errors",
"No guidance on OCR failure, agent gave up instead of trying alternatives"
],
"instruction_following": {
"winner": {
"score": 9,
"issues": [
"Minor: skipped optional logging step"
]
},
"loser": {
"score": 6,
"issues": [
"Did not use the skill's formatting template",
"Invented own approach instead of following step 3",
"Missed the 'always validate output' instruction"
]
}
},
"improvement_suggestions": [
{
"priority": "high",
"category": "instructions",
"suggestion": "Replace 'process the document appropriately' with explicit steps: 1) Extract text, 2) Identify sections, 3) Format per template",
"expected_impact": "Would eliminate ambiguity that caused inconsistent behavior"
},
{
"priority": "high",
"category": "tools",
"suggestion": "Add validate_output.py script similar to winner skill's validation approach",
"expected_impact": "Would catch formatting errors before final output"
},
{
"priority": "medium",
"category": "error_handling",
"suggestion": "Add fallback instructions: 'If OCR fails, try: 1) different resolution, 2) image preprocessing, 3) manual extraction'",
"expected_impact": "Would prevent early failure on difficult documents"
}
],
"transcript_insights": {
"winner_execution_pattern": "Read skill -> Followed 5-step process -> Used validation script -> Fixed 2 issues -> Produced output",
"loser_execution_pattern": "Read skill -> Unclear on approach -> Tried 3 different methods -> No validation -> Output had errors"
}
}
```
## Guidelines
- **Be specific**: Quote from skills and transcripts, don't just say "instructions were unclear"
- **Be actionable**: Suggestions should be concrete changes, not vague advice
- **Focus on skill improvements**: The goal is to improve the losing skill, not critique the agent
- **Prioritize by impact**: Which changes would most likely have changed the outcome?
- **Consider causation**: Did the skill weakness actually cause the worse output, or is it incidental?
- **Stay objective**: Analyze what happened, don't editorialize
- **Think about generalization**: Would this improvement help on other evals too?
## Categories for Suggestions
Use these categories to organize improvement suggestions:
| Category | Description |
|----------|-------------|
| `instructions` | Changes to the skill's prose instructions |
| `tools` | Scripts, templates, or utilities to add/modify |
| `examples` | Example inputs/outputs to include |
| `error_handling` | Guidance for handling failures |
| `structure` | Reorganization of skill content |
| `references` | External docs or resources to add |
## Priority Levels
- **high**: Would likely change the outcome of this comparison
- **medium**: Would improve quality but may not change win/loss
- **low**: Nice to have, marginal improvement
---
# Analyzing Benchmark Results
When analyzing benchmark results, the analyzer's purpose is to **surface patterns and anomalies** across multiple runs, not suggest skill improvements.
## Role
Review all benchmark run results and generate freeform notes that help the user understand skill performance. Focus on patterns that wouldn't be visible from aggregate metrics alone.
## Inputs
You receive these parameters in your prompt:
- **benchmark_data_path**: Path to the in-progress benchmark.json with all run results
- **skill_path**: Path to the skill being benchmarked
- **output_path**: Where to save the notes (as JSON array of strings)
## Process
### Step 1: Read Benchmark Data
1. Read the benchmark.json containing all run results
2. Note the configurations tested (with_skill, without_skill)
3. Understand the run_summary aggregates already calculated
### Step 2: Analyze Per-Assertion Patterns
For each expectation across all runs:
- Does it **always pass** in both configurations? (may not differentiate skill value)
- Does it **always fail** in both configurations? (may be broken or beyond capability)
- Does it **always pass with skill but fail without**? (skill clearly adds value here)
- Does it **always fail with skill but pass without**? (skill may be hurting)
- Is it **highly variable**? (flaky expectation or non-deterministic behavior)
### Step 3: Analyze Cross-Eval Patterns
Look for patterns across evals:
- Are certain eval types consistently harder/easier?
- Do some evals show high variance while others are stable?
- Are there surprising results that contradict expectations?
### Step 4: Analyze Metrics Patterns
Look at time_seconds, tokens, tool_calls:
- Does the skill significantly increase execution time?
- Is there high variance in resource usage?
- Are there outlier runs that skew the aggregates?
### Step 5: Generate Notes
Write freeform observations as a list of strings. Each note should:
- State a specific observation
- Be grounded in the data (not speculation)
- Help the user understand something the aggregate metrics don't show
Examples:
- "Assertion 'Output is a PDF file' passes 100% in both configurations - may not differentiate skill value"
- "Eval 3 shows high variance (50% ± 40%) - run 2 had an unusual failure that may be flaky"
- "Without-skill runs consistently fail on table extraction expectations (0% pass rate)"
- "Skill adds 13s average execution time but improves pass rate by 50%"
- "Token usage is 80% higher with skill, primarily due to script output parsing"
- "All 3 without-skill runs for eval 1 produced empty output"
### Step 6: Write Notes
Save notes to `{output_path}` as a JSON array of strings:
```json
[
"Assertion 'Output is a PDF file' passes 100% in both configurations - may not differentiate skill value",
"Eval 3 shows high variance (50% ± 40%) - run 2 had an unusual failure",
"Without-skill runs consistently fail on table extraction expectations",
"Skill adds 13s average execution time but improves pass rate by 50%"
]
```
## Guidelines
**DO:**
- Report what you observe in the data
- Be specific about which evals, expectations, or runs you're referring to
- Note patterns that aggregate metrics would hide
- Provide context that helps interpret the numbers
**DO NOT:**
- Suggest improvements to the skill (that's for the improvement step, not benchmarking)
- Make subjective quality judgments ("the output was good/bad")
- Speculate about causes without evidence
- Repeat information already in the run_summary aggregates
FILE:agents/comparator.md
# Blind Comparator Agent
Compare two outputs WITHOUT knowing which skill produced them.
## Role
The Blind Comparator judges which output better accomplishes the eval task. You receive two outputs labeled A and B, but you do NOT know which skill produced which. This prevents bias toward a particular skill or approach.
Your judgment is based purely on output quality and task completion.
## Inputs
You receive these parameters in your prompt:
- **output_a_path**: Path to the first output file or directory
- **output_b_path**: Path to the second output file or directory
- **eval_prompt**: The original task/prompt that was executed
- **expectations**: List of expectations to check (optional - may be empty)
## Process
### Step 1: Read Both Outputs
1. Examine output A (file or directory)
2. Examine output B (file or directory)
3. Note the type, structure, and content of each
4. If outputs are directories, examine all relevant files inside
### Step 2: Understand the Task
1. Read the eval_prompt carefully
2. Identify what the task requires:
- What should be produced?
- What qualities matter (accuracy, completeness, format)?
- What would distinguish a good output from a poor one?
### Step 3: Generate Evaluation Rubric
Based on the task, generate a rubric with two dimensions:
**Content Rubric** (what the output contains):
| Criterion | 1 (Poor) | 3 (Acceptable) | 5 (Excellent) |
|-----------|----------|----------------|---------------|
| Correctness | Major errors | Minor errors | Fully correct |
| Completeness | Missing key elements | Mostly complete | All elements present |
| Accuracy | Significant inaccuracies | Minor inaccuracies | Accurate throughout |
**Structure Rubric** (how the output is organized):
| Criterion | 1 (Poor) | 3 (Acceptable) | 5 (Excellent) |
|-----------|----------|----------------|---------------|
| Organization | Disorganized | Reasonably organized | Clear, logical structure |
| Formatting | Inconsistent/broken | Mostly consistent | Professional, polished |
| Usability | Difficult to use | Usable with effort | Easy to use |
Adapt criteria to the specific task. For example:
- PDF form → "Field alignment", "Text readability", "Data placement"
- Document → "Section structure", "Heading hierarchy", "Paragraph flow"
- Data output → "Schema correctness", "Data types", "Completeness"
### Step 4: Evaluate Each Output Against the Rubric
For each output (A and B):
1. **Score each criterion** on the rubric (1-5 scale)
2. **Calculate dimension totals**: Content score, Structure score
3. **Calculate overall score**: Average of dimension scores, scaled to 1-10
### Step 5: Check Assertions (if provided)
If expectations are provided:
1. Check each expectation against output A
2. Check each expectation against output B
3. Count pass rates for each output
4. Use expectation scores as secondary evidence (not the primary decision factor)
### Step 6: Determine the Winner
Compare A and B based on (in priority order):
1. **Primary**: Overall rubric score (content + structure)
2. **Secondary**: Assertion pass rates (if applicable)
3. **Tiebreaker**: If truly equal, declare a TIE
Be decisive - ties should be rare. One output is usually better, even if marginally.
### Step 7: Write Comparison Results
Save results to a JSON file at the path specified (or `comparison.json` if not specified).
## Output Format
Write a JSON file with this structure:
```json
{
"winner": "A",
"reasoning": "Output A provides a complete solution with proper formatting and all required fields. Output B is missing the date field and has formatting inconsistencies.",
"rubric": {
"A": {
"content": {
"correctness": 5,
"completeness": 5,
"accuracy": 4
},
"structure": {
"organization": 4,
"formatting": 5,
"usability": 4
},
"content_score": 4.7,
"structure_score": 4.3,
"overall_score": 9.0
},
"B": {
"content": {
"correctness": 3,
"completeness": 2,
"accuracy": 3
},
"structure": {
"organization": 3,
"formatting": 2,
"usability": 3
},
"content_score": 2.7,
"structure_score": 2.7,
"overall_score": 5.4
}
},
"output_quality": {
"A": {
"score": 9,
"strengths": ["Complete solution", "Well-formatted", "All fields present"],
"weaknesses": ["Minor style inconsistency in header"]
},
"B": {
"score": 5,
"strengths": ["Readable output", "Correct basic structure"],
"weaknesses": ["Missing date field", "Formatting inconsistencies", "Partial data extraction"]
}
},
"expectation_results": {
"A": {
"passed": 4,
"total": 5,
"pass_rate": 0.80,
"details": [
{"text": "Output includes name", "passed": true},
{"text": "Output includes date", "passed": true},
{"text": "Format is PDF", "passed": true},
{"text": "Contains signature", "passed": false},
{"text": "Readable text", "passed": true}
]
},
"B": {
"passed": 3,
"total": 5,
"pass_rate": 0.60,
"details": [
{"text": "Output includes name", "passed": true},
{"text": "Output includes date", "passed": false},
{"text": "Format is PDF", "passed": true},
{"text": "Contains signature", "passed": false},
{"text": "Readable text", "passed": true}
]
}
}
}
```
If no expectations were provided, omit the `expectation_results` field entirely.
## Field Descriptions
- **winner**: "A", "B", or "TIE"
- **reasoning**: Clear explanation of why the winner was chosen (or why it's a tie)
- **rubric**: Structured rubric evaluation for each output
- **content**: Scores for content criteria (correctness, completeness, accuracy)
- **structure**: Scores for structure criteria (organization, formatting, usability)
- **content_score**: Average of content criteria (1-5)
- **structure_score**: Average of structure criteria (1-5)
- **overall_score**: Combined score scaled to 1-10
- **output_quality**: Summary quality assessment
- **score**: 1-10 rating (should match rubric overall_score)
- **strengths**: List of positive aspects
- **weaknesses**: List of issues or shortcomings
- **expectation_results**: (Only if expectations provided)
- **passed**: Number of expectations that passed
- **total**: Total number of expectations
- **pass_rate**: Fraction passed (0.0 to 1.0)
- **details**: Individual expectation results
## Guidelines
- **Stay blind**: DO NOT try to infer which skill produced which output. Judge purely on output quality.
- **Be specific**: Cite specific examples when explaining strengths and weaknesses.
- **Be decisive**: Choose a winner unless outputs are genuinely equivalent.
- **Output quality first**: Assertion scores are secondary to overall task completion.
- **Be objective**: Don't favor outputs based on style preferences; focus on correctness and completeness.
- **Explain your reasoning**: The reasoning field should make it clear why you chose the winner.
- **Handle edge cases**: If both outputs fail, pick the one that fails less badly. If both are excellent, pick the one that's marginally better.
FILE:agents/grader.md
# Grader Agent
Evaluate expectations against an execution transcript and outputs.
## Role
The Grader reviews a transcript and output files, then determines whether each expectation passes or fails. Provide clear evidence for each judgment.
You have two jobs: grade the outputs, and critique the evals themselves. A passing grade on a weak assertion is worse than useless — it creates false confidence. When you notice an assertion that's trivially satisfied, or an important outcome that no assertion checks, say so.
## Inputs
You receive these parameters in your prompt:
- **expectations**: List of expectations to evaluate (strings)
- **transcript_path**: Path to the execution transcript (markdown file)
- **outputs_dir**: Directory containing output files from execution
## Process
### Step 1: Read the Transcript
1. Read the transcript file completely
2. Note the eval prompt, execution steps, and final result
3. Identify any issues or errors documented
### Step 2: Examine Output Files
1. List files in outputs_dir
2. Read/examine each file relevant to the expectations. If outputs aren't plain text, use the inspection tools provided in your prompt — don't rely solely on what the transcript says the executor produced.
3. Note contents, structure, and quality
### Step 3: Evaluate Each Assertion
For each expectation:
1. **Search for evidence** in the transcript and outputs
2. **Determine verdict**:
- **PASS**: Clear evidence the expectation is true AND the evidence reflects genuine task completion, not just surface-level compliance
- **FAIL**: No evidence, or evidence contradicts the expectation, or the evidence is superficial (e.g., correct filename but empty/wrong content)
3. **Cite the evidence**: Quote the specific text or describe what you found
### Step 4: Extract and Verify Claims
Beyond the predefined expectations, extract implicit claims from the outputs and verify them:
1. **Extract claims** from the transcript and outputs:
- Factual statements ("The form has 12 fields")
- Process claims ("Used pypdf to fill the form")
- Quality claims ("All fields were filled correctly")
2. **Verify each claim**:
- **Factual claims**: Can be checked against the outputs or external sources
- **Process claims**: Can be verified from the transcript
- **Quality claims**: Evaluate whether the claim is justified
3. **Flag unverifiable claims**: Note claims that cannot be verified with available information
This catches issues that predefined expectations might miss.
### Step 5: Read User Notes
If `{outputs_dir}/user_notes.md` exists:
1. Read it and note any uncertainties or issues flagged by the executor
2. Include relevant concerns in the grading output
3. These may reveal problems even when expectations pass
### Step 6: Critique the Evals
After grading, consider whether the evals themselves could be improved. Only surface suggestions when there's a clear gap.
Good suggestions test meaningful outcomes — assertions that are hard to satisfy without actually doing the work correctly. Think about what makes an assertion *discriminating*: it passes when the skill genuinely succeeds and fails when it doesn't.
Suggestions worth raising:
- An assertion that passed but would also pass for a clearly wrong output (e.g., checking filename existence but not file content)
- An important outcome you observed — good or bad — that no assertion covers at all
- An assertion that can't actually be verified from the available outputs
Keep the bar high. The goal is to flag things the eval author would say "good catch" about, not to nitpick every assertion.
### Step 7: Write Grading Results
Save results to `{outputs_dir}/../grading.json` (sibling to outputs_dir).
## Grading Criteria
**PASS when**:
- The transcript or outputs clearly demonstrate the expectation is true
- Specific evidence can be cited
- The evidence reflects genuine substance, not just surface compliance (e.g., a file exists AND contains correct content, not just the right filename)
**FAIL when**:
- No evidence found for the expectation
- Evidence contradicts the expectation
- The expectation cannot be verified from available information
- The evidence is superficial — the assertion is technically satisfied but the underlying task outcome is wrong or incomplete
- The output appears to meet the assertion by coincidence rather than by actually doing the work
**When uncertain**: The burden of proof to pass is on the expectation.
### Step 8: Read Executor Metrics and Timing
1. If `{outputs_dir}/metrics.json` exists, read it and include in grading output
2. If `{outputs_dir}/../timing.json` exists, read it and include timing data
## Output Format
Write a JSON file with this structure:
```json
{
"expectations": [
{
"text": "The output includes the name 'John Smith'",
"passed": true,
"evidence": "Found in transcript Step 3: 'Extracted names: John Smith, Sarah Johnson'"
},
{
"text": "The spreadsheet has a SUM formula in cell B10",
"passed": false,
"evidence": "No spreadsheet was created. The output was a text file."
},
{
"text": "The assistant used the skill's OCR script",
"passed": true,
"evidence": "Transcript Step 2 shows: 'Tool: Bash - python ocr_script.py image.png'"
}
],
"summary": {
"passed": 2,
"failed": 1,
"total": 3,
"pass_rate": 0.67
},
"execution_metrics": {
"tool_calls": {
"Read": 5,
"Write": 2,
"Bash": 8
},
"total_tool_calls": 15,
"total_steps": 6,
"errors_encountered": 0,
"output_chars": 12450,
"transcript_chars": 3200
},
"timing": {
"executor_duration_seconds": 165.0,
"grader_duration_seconds": 26.0,
"total_duration_seconds": 191.0
},
"claims": [
{
"claim": "The form has 12 fillable fields",
"type": "factual",
"verified": true,
"evidence": "Counted 12 fields in field_info.json"
},
{
"claim": "All required fields were populated",
"type": "quality",
"verified": false,
"evidence": "Reference section was left blank despite data being available"
}
],
"user_notes_summary": {
"uncertainties": ["Used 2023 data, may be stale"],
"needs_review": [],
"workarounds": ["Fell back to text overlay for non-fillable fields"]
},
"eval_feedback": {
"suggestions": [
{
"assertion": "The output includes the name 'John Smith'",
"reason": "A hallucinated document that mentions the name would also pass — consider checking it appears as the primary contact with matching phone and email from the input"
},
{
"reason": "No assertion checks whether the extracted phone numbers match the input — I observed incorrect numbers in the output that went uncaught"
}
],
"overall": "Assertions check presence but not correctness. Consider adding content verification."
}
}
```
## Field Descriptions
- **expectations**: Array of graded expectations
- **text**: The original expectation text
- **passed**: Boolean - true if expectation passes
- **evidence**: Specific quote or description supporting the verdict
- **summary**: Aggregate statistics
- **passed**: Count of passed expectations
- **failed**: Count of failed expectations
- **total**: Total expectations evaluated
- **pass_rate**: Fraction passed (0.0 to 1.0)
- **execution_metrics**: Copied from executor's metrics.json (if available)
- **output_chars**: Total character count of output files (proxy for tokens)
- **transcript_chars**: Character count of transcript
- **timing**: Wall clock timing from timing.json (if available)
- **executor_duration_seconds**: Time spent in executor subagent
- **total_duration_seconds**: Total elapsed time for the run
- **claims**: Extracted and verified claims from the output
- **claim**: The statement being verified
- **type**: "factual", "process", or "quality"
- **verified**: Boolean - whether the claim holds
- **evidence**: Supporting or contradicting evidence
- **user_notes_summary**: Issues flagged by the executor
- **uncertainties**: Things the executor wasn't sure about
- **needs_review**: Items requiring human attention
- **workarounds**: Places where the skill didn't work as expected
- **eval_feedback**: Improvement suggestions for the evals (only when warranted)
- **suggestions**: List of concrete suggestions, each with a `reason` and optionally an `assertion` it relates to
- **overall**: Brief assessment — can be "No suggestions, evals look solid" if nothing to flag
## Guidelines
- **Be objective**: Base verdicts on evidence, not assumptions
- **Be specific**: Quote the exact text that supports your verdict
- **Be thorough**: Check both transcript and output files
- **Be consistent**: Apply the same standard to each expectation
- **Explain failures**: Make it clear why evidence was insufficient
- **No partial credit**: Each expectation is pass or fail, not partial
FILE:assets/eval_review.html
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Eval Set Review - __SKILL_NAME_PLACEHOLDER__</title>
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body { font-family: 'Lora', Georgia, serif; background: #faf9f5; padding: 2rem; color: #141413; }
h1 { font-family: 'Poppins', sans-serif; margin-bottom: 0.5rem; font-size: 1.5rem; }
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th { font-family: 'Poppins', sans-serif; background: #141413; color: #faf9f5; padding: 0.75rem 1rem; text-align: left; font-size: 0.875rem; }
td { padding: 0.75rem 1rem; border-bottom: 1px solid #e8e6dc; vertical-align: top; }
tr:nth-child(even) td { background: #faf9f5; }
tr:hover td { background: #f3f1ea; }
.section-header td { background: #e8e6dc; font-family: 'Poppins', sans-serif; font-weight: 500; font-size: 0.8rem; color: #141413; text-transform: uppercase; letter-spacing: 0.05em; }
.query-input { width: 100%; padding: 0.4rem; border: 1px solid #e8e6dc; border-radius: 4px; font-size: 0.875rem; font-family: 'Lora', Georgia, serif; resize: vertical; min-height: 60px; }
.query-input:focus { outline: none; border-color: #d97757; box-shadow: 0 0 0 2px rgba(217,119,87,0.15); }
.toggle { position: relative; display: inline-block; width: 44px; height: 24px; }
.toggle input { opacity: 0; width: 0; height: 0; }
.toggle .slider { position: absolute; inset: 0; background: #b0aea5; border-radius: 24px; cursor: pointer; transition: 0.2s; }
.toggle .slider::before { content: ""; position: absolute; width: 18px; height: 18px; left: 3px; bottom: 3px; background: white; border-radius: 50%; transition: 0.2s; }
.toggle input:checked + .slider { background: #d97757; }
.toggle input:checked + .slider::before { transform: translateX(20px); }
.btn-delete { background: #c44; color: white; padding: 0.3rem 0.6rem; border: none; border-radius: 4px; cursor: pointer; font-size: 0.75rem; font-family: 'Poppins', sans-serif; }
.btn-delete:hover { background: #a33; }
.summary { margin-top: 1rem; color: #b0aea5; font-size: 0.875rem; }
</style>
</head>
<body>
<h1>Eval Set Review: <span id="skill-name">__SKILL_NAME_PLACEHOLDER__</span></h1>
<p class="description">Current description: <span id="skill-desc">__SKILL_DESCRIPTION_PLACEHOLDER__</span></p>
<div class="controls">
<button class="btn btn-add" onclick="addRow()">+ Add Query</button>
<button class="btn btn-export" onclick="exportEvalSet()">Export Eval Set</button>
</div>
<table>
<thead>
<tr>
<th style="width:65%">Query</th>
<th style="width:18%">Should Trigger</th>
<th style="width:10%">Actions</th>
</tr>
</thead>
<tbody id="eval-body"></tbody>
</table>
<p class="summary" id="summary"></p>
<script>
const EVAL_DATA = __EVAL_DATA_PLACEHOLDER__;
let evalItems = [...EVAL_DATA];
function render() {
const tbody = document.getElementById('eval-body');
tbody.innerHTML = '';
// Sort: should-trigger first, then should-not-trigger
const sorted = evalItems
.map((item, origIdx) => ({ ...item, origIdx }))
.sort((a, b) => (b.should_trigger ? 1 : 0) - (a.should_trigger ? 1 : 0));
let lastGroup = null;
sorted.forEach(item => {
const group = item.should_trigger ? 'trigger' : 'no-trigger';
if (group !== lastGroup) {
const headerRow = document.createElement('tr');
headerRow.className = 'section-header';
headerRow.innerHTML = `<td colspan="3">'Should NOT Trigger'</td>`;
tbody.appendChild(headerRow);
lastGroup = group;
}
const idx = item.origIdx;
const tr = document.createElement('tr');
tr.innerHTML = `
<td><textarea class="query-input" onchange="updateQuery(idx, this.value)">escapeHtml(item.query)</textarea></td>
<td>
<label class="toggle">
<input type="checkbox" '' onchange="updateTrigger(idx, this.checked)">
<span class="slider"></span>
</label>
<span style="margin-left:8px;font-size:0.8rem;color:#b0aea5">'No'</span>
</td>
<td><button class="btn-delete" onclick="deleteRow(idx)">Delete</button></td>
`;
tbody.appendChild(tr);
});
updateSummary();
}
function escapeHtml(text) {
const div = document.createElement('div');
div.textContent = text;
return div.innerHTML;
}
function updateQuery(idx, value) { evalItems[idx].query = value; updateSummary(); }
function updateTrigger(idx, value) { evalItems[idx].should_trigger = value; render(); }
function deleteRow(idx) { evalItems.splice(idx, 1); render(); }
function addRow() {
evalItems.push({ query: '', should_trigger: true });
render();
const inputs = document.querySelectorAll('.query-input');
inputs[inputs.length - 1].focus();
}
function updateSummary() {
const trigger = evalItems.filter(i => i.should_trigger).length;
const noTrigger = evalItems.filter(i => !i.should_trigger).length;
document.getElementById('summary').textContent =
`evalItems.length queries total: trigger should trigger, noTrigger should not trigger`;
}
function exportEvalSet() {
const valid = evalItems.filter(i => i.query.trim() !== '');
const data = valid.map(i => ({ query: i.query.trim(), should_trigger: i.should_trigger }));
const blob = new Blob([JSON.stringify(data, null, 2)], { type: 'application/json' });
const url = URL.createObjectURL(blob);
const a = document.createElement('a');
a.href = url;
a.download = 'eval_set.json';
document.body.appendChild(a);
a.click();
document.body.removeChild(a);
URL.revokeObjectURL(url);
}
render();
</script>
</body>
</html>
FILE:eval-viewer/generate_review.py
#!/usr/bin/env python3
"""Generate and serve a review page for eval results.
Reads the workspace directory, discovers runs (directories with outputs/),
embeds all output data into a self-contained HTML page, and serves it via
a tiny HTTP server. Feedback auto-saves to feedback.json in the workspace.
Usage:
python generate_review.py <workspace-path> [--port PORT] [--skill-name NAME]
python generate_review.py <workspace-path> --previous-feedback /path/to/old/feedback.json
No dependencies beyond the Python stdlib are required.
"""
import argparse
import base64
import json
import mimetypes
import os
import re
import signal
import subprocess
import sys
import time
import webbrowser
from functools import partial
from http.server import HTTPServer, BaseHTTPRequestHandler
from pathlib import Path
# Files to exclude from output listings
METADATA_FILES = {"transcript.md", "user_notes.md", "metrics.json"}
# Extensions we render as inline text
TEXT_EXTENSIONS = {
".txt", ".md", ".json", ".csv", ".py", ".js", ".ts", ".tsx", ".jsx",
".yaml", ".yml", ".xml", ".html", ".css", ".sh", ".rb", ".go", ".rs",
".java", ".c", ".cpp", ".h", ".hpp", ".sql", ".r", ".toml",
}
# Extensions we render as inline images
IMAGE_EXTENSIONS = {".png", ".jpg", ".jpeg", ".gif", ".svg", ".webp"}
# MIME type overrides for common types
MIME_OVERRIDES = {
".svg": "image/svg+xml",
".xlsx": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
".docx": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
".pptx": "application/vnd.openxmlformats-officedocument.presentationml.presentation",
}
def get_mime_type(path: Path) -> str:
ext = path.suffix.lower()
if ext in MIME_OVERRIDES:
return MIME_OVERRIDES[ext]
mime, _ = mimetypes.guess_type(str(path))
return mime or "application/octet-stream"
def find_runs(workspace: Path) -> list[dict]:
"""Recursively find directories that contain an outputs/ subdirectory."""
runs: list[dict] = []
_find_runs_recursive(workspace, workspace, runs)
runs.sort(key=lambda r: (r.get("eval_id", float("inf")), r["id"]))
return runs
def _find_runs_recursive(root: Path, current: Path, runs: list[dict]) -> None:
if not current.is_dir():
return
outputs_dir = current / "outputs"
if outputs_dir.is_dir():
run = build_run(root, current)
if run:
runs.append(run)
return
skip = {"node_modules", ".git", "__pycache__", "skill", "inputs"}
for child in sorted(current.iterdir()):
if child.is_dir() and child.name not in skip:
_find_runs_recursive(root, child, runs)
def build_run(root: Path, run_dir: Path) -> dict | None:
"""Build a run dict with prompt, outputs, and grading data."""
prompt = ""
eval_id = None
# Try eval_metadata.json
for candidate in [run_dir / "eval_metadata.json", run_dir.parent / "eval_metadata.json"]:
if candidate.exists():
try:
metadata = json.loads(candidate.read_text())
prompt = metadata.get("prompt", "")
eval_id = metadata.get("eval_id")
except (json.JSONDecodeError, OSError):
pass
if prompt:
break
# Fall back to transcript.md
if not prompt:
for candidate in [run_dir / "transcript.md", run_dir / "outputs" / "transcript.md"]:
if candidate.exists():
try:
text = candidate.read_text()
match = re.search(r"## Eval Prompt\n\n([\s\S]*?)(?=\n##|$)", text)
if match:
prompt = match.group(1).strip()
except OSError:
pass
if prompt:
break
if not prompt:
prompt = "(No prompt found)"
run_id = str(run_dir.relative_to(root)).replace("/", "-").replace("\\", "-")
# Collect output files
outputs_dir = run_dir / "outputs"
output_files: list[dict] = []
if outputs_dir.is_dir():
for f in sorted(outputs_dir.iterdir()):
if f.is_file() and f.name not in METADATA_FILES:
output_files.append(embed_file(f))
# Load grading if present
grading = None
for candidate in [run_dir / "grading.json", run_dir.parent / "grading.json"]:
if candidate.exists():
try:
grading = json.loads(candidate.read_text())
except (json.JSONDecodeError, OSError):
pass
if grading:
break
return {
"id": run_id,
"prompt": prompt,
"eval_id": eval_id,
"outputs": output_files,
"grading": grading,
}
def embed_file(path: Path) -> dict:
"""Read a file and return an embedded representation."""
ext = path.suffix.lower()
mime = get_mime_type(path)
if ext in TEXT_EXTENSIONS:
try:
content = path.read_text(errors="replace")
except OSError:
content = "(Error reading file)"
return {
"name": path.name,
"type": "text",
"content": content,
}
elif ext in IMAGE_EXTENSIONS:
try:
raw = path.read_bytes()
b64 = base64.b64encode(raw).decode("ascii")
except OSError:
return {"name": path.name, "type": "error", "content": "(Error reading file)"}
return {
"name": path.name,
"type": "image",
"mime": mime,
"data_uri": f"data:{mime};base64,{b64}",
}
elif ext == ".pdf":
try:
raw = path.read_bytes()
b64 = base64.b64encode(raw).decode("ascii")
except OSError:
return {"name": path.name, "type": "error", "content": "(Error reading file)"}
return {
"name": path.name,
"type": "pdf",
"data_uri": f"data:{mime};base64,{b64}",
}
elif ext == ".xlsx":
try:
raw = path.read_bytes()
b64 = base64.b64encode(raw).decode("ascii")
except OSError:
return {"name": path.name, "type": "error", "content": "(Error reading file)"}
return {
"name": path.name,
"type": "xlsx",
"data_b64": b64,
}
else:
# Binary / unknown — base64 download link
try:
raw = path.read_bytes()
b64 = base64.b64encode(raw).decode("ascii")
except OSError:
return {"name": path.name, "type": "error", "content": "(Error reading file)"}
return {
"name": path.name,
"type": "binary",
"mime": mime,
"data_uri": f"data:{mime};base64,{b64}",
}
def load_previous_iteration(workspace: Path) -> dict[str, dict]:
"""Load previous iteration's feedback and outputs.
Returns a map of run_id -> {"feedback": str, "outputs": list[dict]}.
"""
result: dict[str, dict] = {}
# Load feedback
feedback_map: dict[str, str] = {}
feedback_path = workspace / "feedback.json"
if feedback_path.exists():
try:
data = json.loads(feedback_path.read_text())
feedback_map = {
r["run_id"]: r["feedback"]
for r in data.get("reviews", [])
if r.get("feedback", "").strip()
}
except (json.JSONDecodeError, OSError, KeyError):
pass
# Load runs (to get outputs)
prev_runs = find_runs(workspace)
for run in prev_runs:
result[run["id"]] = {
"feedback": feedback_map.get(run["id"], ""),
"outputs": run.get("outputs", []),
}
# Also add feedback for run_ids that had feedback but no matching run
for run_id, fb in feedback_map.items():
if run_id not in result:
result[run_id] = {"feedback": fb, "outputs": []}
return result
def generate_html(
runs: list[dict],
skill_name: str,
previous: dict[str, dict] | None = None,
benchmark: dict | None = None,
) -> str:
"""Generate the complete standalone HTML page with embedded data."""
template_path = Path(__file__).parent / "viewer.html"
template = template_path.read_text()
# Build previous_feedback and previous_outputs maps for the template
previous_feedback: dict[str, str] = {}
previous_outputs: dict[str, list[dict]] = {}
if previous:
for run_id, data in previous.items():
if data.get("feedback"):
previous_feedback[run_id] = data["feedback"]
if data.get("outputs"):
previous_outputs[run_id] = data["outputs"]
embedded = {
"skill_name": skill_name,
"runs": runs,
"previous_feedback": previous_feedback,
"previous_outputs": previous_outputs,
}
if benchmark:
embedded["benchmark"] = benchmark
data_json = json.dumps(embedded)
return template.replace("/*__EMBEDDED_DATA__*/", f"const EMBEDDED_DATA = {data_json};")
# ---------------------------------------------------------------------------
# HTTP server (stdlib only, zero dependencies)
# ---------------------------------------------------------------------------
def _kill_port(port: int) -> None:
"""Kill any process listening on the given port."""
try:
result = subprocess.run(
["lsof", "-ti", f":{port}"],
capture_output=True, text=True, timeout=5,
)
for pid_str in result.stdout.strip().split("\n"):
if pid_str.strip():
try:
os.kill(int(pid_str.strip()), signal.SIGTERM)
except (ProcessLookupError, ValueError):
pass
if result.stdout.strip():
time.sleep(0.5)
except subprocess.TimeoutExpired:
pass
except FileNotFoundError:
print("Note: lsof not found, cannot check if port is in use", file=sys.stderr)
class ReviewHandler(BaseHTTPRequestHandler):
"""Serves the review HTML and handles feedback saves.
Regenerates the HTML on each page load so that refreshing the browser
picks up new eval outputs without restarting the server.
"""
def __init__(
self,
workspace: Path,
skill_name: str,
feedback_path: Path,
previous: dict[str, dict],
benchmark_path: Path | None,
*args,
**kwargs,
):
self.workspace = workspace
self.skill_name = skill_name
self.feedback_path = feedback_path
self.previous = previous
self.benchmark_path = benchmark_path
super().__init__(*args, **kwargs)
def do_GET(self) -> None:
if self.path == "/" or self.path == "/index.html":
# Regenerate HTML on each request (re-scans workspace for new outputs)
runs = find_runs(self.workspace)
benchmark = None
if self.benchmark_path and self.benchmark_path.exists():
try:
benchmark = json.loads(self.benchmark_path.read_text())
except (json.JSONDecodeError, OSError):
pass
html = generate_html(runs, self.skill_name, self.previous, benchmark)
content = html.encode("utf-8")
self.send_response(200)
self.send_header("Content-Type", "text/html; charset=utf-8")
self.send_header("Content-Length", str(len(content)))
self.end_headers()
self.wfile.write(content)
elif self.path == "/api/feedback":
data = b"{}"
if self.feedback_path.exists():
data = self.feedback_path.read_bytes()
self.send_response(200)
self.send_header("Content-Type", "application/json")
self.send_header("Content-Length", str(len(data)))
self.end_headers()
self.wfile.write(data)
else:
self.send_error(404)
def do_POST(self) -> None:
if self.path == "/api/feedback":
length = int(self.headers.get("Content-Length", 0))
body = self.rfile.read(length)
try:
data = json.loads(body)
if not isinstance(data, dict) or "reviews" not in data:
raise ValueError("Expected JSON object with 'reviews' key")
self.feedback_path.write_text(json.dumps(data, indent=2) + "\n")
resp = b'{"ok":true}'
self.send_response(200)
except (json.JSONDecodeError, OSError, ValueError) as e:
resp = json.dumps({"error": str(e)}).encode()
self.send_response(500)
self.send_header("Content-Type", "application/json")
self.send_header("Content-Length", str(len(resp)))
self.end_headers()
self.wfile.write(resp)
else:
self.send_error(404)
def log_message(self, format: str, *args: object) -> None:
# Suppress request logging to keep terminal clean
pass
def main() -> None:
parser = argparse.ArgumentParser(description="Generate and serve eval review")
parser.add_argument("workspace", type=Path, help="Path to workspace directory")
parser.add_argument("--port", "-p", type=int, default=3117, help="Server port (default: 3117)")
parser.add_argument("--skill-name", "-n", type=str, default=None, help="Skill name for header")
parser.add_argument(
"--previous-workspace", type=Path, default=None,
help="Path to previous iteration's workspace (shows old outputs and feedback as context)",
)
parser.add_argument(
"--benchmark", type=Path, default=None,
help="Path to benchmark.json to show in the Benchmark tab",
)
parser.add_argument(
"--static", "-s", type=Path, default=None,
help="Write standalone HTML to this path instead of starting a server",
)
args = parser.parse_args()
workspace = args.workspace.resolve()
if not workspace.is_dir():
print(f"Error: {workspace} is not a directory", file=sys.stderr)
sys.exit(1)
runs = find_runs(workspace)
if not runs:
print(f"No runs found in {workspace}", file=sys.stderr)
sys.exit(1)
skill_name = args.skill_name or workspace.name.replace("-workspace", "")
feedback_path = workspace / "feedback.json"
previous: dict[str, dict] = {}
if args.previous_workspace:
previous = load_previous_iteration(args.previous_workspace.resolve())
benchmark_path = args.benchmark.resolve() if args.benchmark else None
benchmark = None
if benchmark_path and benchmark_path.exists():
try:
benchmark = json.loads(benchmark_path.read_text())
except (json.JSONDecodeError, OSError):
pass
if args.static:
html = generate_html(runs, skill_name, previous, benchmark)
args.static.parent.mkdir(parents=True, exist_ok=True)
args.static.write_text(html)
print(f"\n Static viewer written to: {args.static}\n")
sys.exit(0)
# Kill any existing process on the target port
port = args.port
_kill_port(port)
handler = partial(ReviewHandler, workspace, skill_name, feedback_path, previous, benchmark_path)
try:
server = HTTPServer(("127.0.0.1", port), handler)
except OSError:
# Port still in use after kill attempt — find a free one
server = HTTPServer(("127.0.0.1", 0), handler)
port = server.server_address[1]
url = f"http://localhost:{port}"
print(f"\n Eval Viewer")
print(f" ─────────────────────────────────")
print(f" URL: {url}")
print(f" Workspace: {workspace}")
print(f" Feedback: {feedback_path}")
if previous:
print(f" Previous: {args.previous_workspace} ({len(previous)} runs)")
if benchmark_path:
print(f" Benchmark: {benchmark_path}")
print(f"\n Press Ctrl+C to stop.\n")
webbrowser.open(url)
try:
server.serve_forever()
except KeyboardInterrupt:
print("\nStopped.")
server.server_close()
if __name__ == "__main__":
main()
FILE:eval-viewer/viewer.html
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Eval Review</title>
<link rel="preconnect" href="https://fonts.googleapis.com">
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
<link href="https://fonts.googleapis.com/css2?family=Poppins:wght@500;600&family=Lora:wght@400;500&display=swap" rel="stylesheet">
<script src="https://cdn.sheetjs.com/xlsx-0.20.3/package/dist/xlsx.full.min.js" integrity="sha384-EnyY0/GSHQGSxSgMwaIPzSESbqoOLSexfnSMN2AP+39Ckmn92stwABZynq1JyzdT" crossorigin="anonymous"></script>
<style>
:root {
--bg: #faf9f5;
--surface: #ffffff;
--border: #e8e6dc;
--text: #141413;
--text-muted: #b0aea5;
--accent: #d97757;
--accent-hover: #c4613f;
--green: #788c5d;
--green-bg: #eef2e8;
--red: #c44;
--red-bg: #fceaea;
--header-bg: #141413;
--header-text: #faf9f5;
--radius: 6px;
}
* { box-sizing: border-box; margin: 0; padding: 0; }
body {
font-family: 'Lora', Georgia, serif;
background: var(--bg);
color: var(--text);
height: 100vh;
display: flex;
flex-direction: column;
}
/* ---- Header ---- */
.header {
background: var(--header-bg);
color: var(--header-text);
padding: 1rem 2rem;
display: flex;
justify-content: space-between;
align-items: center;
flex-shrink: 0;
}
.header h1 {
font-family: 'Poppins', sans-serif;
font-size: 1.25rem;
font-weight: 600;
}
.header .instructions {
font-size: 0.8rem;
opacity: 0.7;
margin-top: 0.25rem;
}
.header .progress {
font-size: 0.875rem;
opacity: 0.8;
text-align: right;
}
/* ---- Main content ---- */
.main {
flex: 1;
overflow-y: auto;
padding: 1.5rem 2rem;
display: flex;
flex-direction: column;
gap: 1.25rem;
}
/* ---- Sections ---- */
.section {
background: var(--surface);
border: 1px solid var(--border);
border-radius: var(--radius);
flex-shrink: 0;
}
.section-header {
font-family: 'Poppins', sans-serif;
padding: 0.75rem 1rem;
font-size: 0.75rem;
font-weight: 500;
text-transform: uppercase;
letter-spacing: 0.05em;
color: var(--text-muted);
border-bottom: 1px solid var(--border);
background: var(--bg);
}
.section-body {
padding: 1rem;
}
/* ---- Config badge ---- */
.config-badge {
display: inline-block;
padding: 0.2rem 0.625rem;
border-radius: 9999px;
font-family: 'Poppins', sans-serif;
font-size: 0.6875rem;
font-weight: 600;
text-transform: uppercase;
letter-spacing: 0.03em;
margin-left: 0.75rem;
vertical-align: middle;
}
.config-badge.config-primary {
background: rgba(33, 150, 243, 0.12);
color: #1976d2;
}
.config-badge.config-baseline {
background: rgba(255, 193, 7, 0.15);
color: #f57f17;
}
/* ---- Prompt ---- */
.prompt-text {
white-space: pre-wrap;
font-size: 0.9375rem;
line-height: 1.6;
}
/* ---- Outputs ---- */
.output-file {
border: 1px solid var(--border);
border-radius: var(--radius);
overflow: hidden;
}
.output-file + .output-file {
margin-top: 1rem;
}
.output-file-header {
padding: 0.5rem 0.75rem;
font-size: 0.8rem;
font-weight: 600;
color: var(--text-muted);
background: var(--bg);
border-bottom: 1px solid var(--border);
font-family: 'SF Mono', SFMono-Regular, Consolas, 'Liberation Mono', Menlo, monospace;
display: flex;
justify-content: space-between;
align-items: center;
}
.output-file-header .dl-btn {
font-size: 0.7rem;
color: var(--accent);
text-decoration: none;
cursor: pointer;
font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif;
font-weight: 500;
opacity: 0.8;
}
.output-file-header .dl-btn:hover {
opacity: 1;
text-decoration: underline;
}
.output-file-content {
padding: 0.75rem;
overflow-x: auto;
}
.output-file-content pre {
font-size: 0.8125rem;
line-height: 1.5;
white-space: pre-wrap;
word-break: break-word;
font-family: 'SF Mono', SFMono-Regular, Consolas, 'Liberation Mono', Menlo, monospace;
}
.output-file-content img {
max-width: 100%;
height: auto;
border-radius: 4px;
}
.output-file-content iframe {
width: 100%;
height: 600px;
border: none;
}
.output-file-content table {
border-collapse: collapse;
font-size: 0.8125rem;
width: 100%;
}
.output-file-content table td,
.output-file-content table th {
border: 1px solid var(--border);
padding: 0.375rem 0.5rem;
text-align: left;
}
.output-file-content table th {
background: var(--bg);
font-weight: 600;
}
.output-file-content .download-link {
display: inline-flex;
align-items: center;
gap: 0.5rem;
padding: 0.5rem 1rem;
background: var(--bg);
border: 1px solid var(--border);
border-radius: 4px;
color: var(--accent);
text-decoration: none;
font-size: 0.875rem;
cursor: pointer;
}
.output-file-content .download-link:hover {
background: var(--border);
}
.empty-state {
color: var(--text-muted);
font-style: italic;
padding: 2rem;
text-align: center;
}
/* ---- Feedback ---- */
.prev-feedback {
background: var(--bg);
border: 1px solid var(--border);
border-radius: 4px;
padding: 0.625rem 0.75rem;
margin-top: 0.75rem;
font-size: 0.8125rem;
color: var(--text-muted);
line-height: 1.5;
}
.prev-feedback-label {
font-size: 0.7rem;
font-weight: 600;
text-transform: uppercase;
letter-spacing: 0.04em;
margin-bottom: 0.25rem;
color: var(--text-muted);
}
.feedback-textarea {
width: 100%;
min-height: 100px;
padding: 0.75rem;
border: 1px solid var(--border);
border-radius: 4px;
font-family: inherit;
font-size: 0.9375rem;
line-height: 1.5;
resize: vertical;
color: var(--text);
}
.feedback-textarea:focus {
outline: none;
border-color: var(--accent);
box-shadow: 0 0 0 3px rgba(37, 99, 235, 0.1);
}
.feedback-status {
font-size: 0.75rem;
color: var(--text-muted);
margin-top: 0.5rem;
min-height: 1.1em;
}
/* ---- Grades (collapsible) ---- */
.grades-toggle {
display: flex;
align-items: center;
cursor: pointer;
user-select: none;
}
.grades-toggle:hover {
color: var(--accent);
}
.grades-toggle .arrow {
margin-right: 0.5rem;
transition: transform 0.15s;
font-size: 0.75rem;
}
.grades-toggle .arrow.open {
transform: rotate(90deg);
}
.grades-content {
display: none;
margin-top: 0.75rem;
}
.grades-content.open {
display: block;
}
.grades-summary {
font-size: 0.875rem;
margin-bottom: 0.75rem;
display: flex;
align-items: center;
gap: 0.5rem;
}
.grade-badge {
display: inline-block;
padding: 0.125rem 0.5rem;
border-radius: 9999px;
font-size: 0.75rem;
font-weight: 600;
}
.grade-pass { background: var(--green-bg); color: var(--green); }
.grade-fail { background: var(--red-bg); color: var(--red); }
.assertion-list {
list-style: none;
}
.assertion-item {
padding: 0.625rem 0;
border-bottom: 1px solid var(--border);
font-size: 0.8125rem;
}
.assertion-item:last-child { border-bottom: none; }
.assertion-status {
font-weight: 600;
margin-right: 0.5rem;
}
.assertion-status.pass { color: var(--green); }
.assertion-status.fail { color: var(--red); }
.assertion-evidence {
color: var(--text-muted);
font-size: 0.75rem;
margin-top: 0.25rem;
padding-left: 1.5rem;
}
/* ---- View tabs ---- */
.view-tabs {
display: flex;
gap: 0;
padding: 0 2rem;
background: var(--bg);
border-bottom: 1px solid var(--border);
flex-shrink: 0;
}
.view-tab {
font-family: 'Poppins', sans-serif;
padding: 0.625rem 1.25rem;
font-size: 0.8125rem;
font-weight: 500;
cursor: pointer;
border: none;
background: none;
color: var(--text-muted);
border-bottom: 2px solid transparent;
transition: all 0.15s;
}
.view-tab:hover { color: var(--text); }
.view-tab.active {
color: var(--accent);
border-bottom-color: var(--accent);
}
.view-panel { display: none; }
.view-panel.active { display: flex; flex-direction: column; flex: 1; overflow: hidden; }
/* ---- Benchmark view ---- */
.benchmark-view {
padding: 1.5rem 2rem;
overflow-y: auto;
flex: 1;
}
.benchmark-table {
border-collapse: collapse;
background: var(--surface);
border: 1px solid var(--border);
border-radius: var(--radius);
font-size: 0.8125rem;
width: 100%;
margin-bottom: 1.5rem;
}
.benchmark-table th, .benchmark-table td {
padding: 0.625rem 0.75rem;
text-align: left;
border: 1px solid var(--border);
}
.benchmark-table th {
font-family: 'Poppins', sans-serif;
background: var(--header-bg);
color: var(--header-text);
font-weight: 500;
font-size: 0.75rem;
text-transform: uppercase;
letter-spacing: 0.04em;
}
.benchmark-table tr:hover { background: var(--bg); }
.benchmark-table tr.benchmark-row-with { background: rgba(33, 150, 243, 0.06); }
.benchmark-table tr.benchmark-row-without { background: rgba(255, 193, 7, 0.06); }
.benchmark-table tr.benchmark-row-with:hover { background: rgba(33, 150, 243, 0.12); }
.benchmark-table tr.benchmark-row-without:hover { background: rgba(255, 193, 7, 0.12); }
.benchmark-table tr.benchmark-row-avg { font-weight: 600; border-top: 2px solid var(--border); }
.benchmark-table tr.benchmark-row-avg.benchmark-row-with { background: rgba(33, 150, 243, 0.12); }
.benchmark-table tr.benchmark-row-avg.benchmark-row-without { background: rgba(255, 193, 7, 0.12); }
.benchmark-delta-positive { color: var(--green); font-weight: 600; }
.benchmark-delta-negative { color: var(--red); font-weight: 600; }
.benchmark-notes {
background: var(--surface);
border: 1px solid var(--border);
border-radius: var(--radius);
padding: 1rem;
}
.benchmark-notes h3 {
font-family: 'Poppins', sans-serif;
font-size: 0.875rem;
margin-bottom: 0.75rem;
}
.benchmark-notes ul {
list-style: disc;
padding-left: 1.25rem;
}
.benchmark-notes li {
font-size: 0.8125rem;
line-height: 1.6;
margin-bottom: 0.375rem;
}
.benchmark-empty {
color: var(--text-muted);
font-style: italic;
text-align: center;
padding: 3rem;
}
/* ---- Navigation ---- */
.nav {
display: flex;
justify-content: space-between;
align-items: center;
padding: 1rem 2rem;
border-top: 1px solid var(--border);
background: var(--surface);
flex-shrink: 0;
}
.nav-btn {
font-family: 'Poppins', sans-serif;
padding: 0.5rem 1.25rem;
border: 1px solid var(--border);
border-radius: var(--radius);
background: var(--surface);
cursor: pointer;
font-size: 0.875rem;
font-weight: 500;
color: var(--text);
transition: all 0.15s;
}
.nav-btn:hover:not(:disabled) {
background: var(--bg);
border-color: var(--text-muted);
}
.nav-btn:disabled {
opacity: 0.4;
cursor: not-allowed;
}
.done-btn {
font-family: 'Poppins', sans-serif;
padding: 0.5rem 1.5rem;
border: 1px solid var(--border);
border-radius: var(--radius);
background: var(--surface);
color: var(--text);
cursor: pointer;
font-size: 0.875rem;
font-weight: 500;
transition: all 0.15s;
}
.done-btn:hover {
background: var(--bg);
border-color: var(--text-muted);
}
.done-btn.ready {
border: none;
background: var(--accent);
color: white;
font-weight: 600;
}
.done-btn.ready:hover {
background: var(--accent-hover);
}
/* ---- Done overlay ---- */
.done-overlay {
display: none;
position: fixed;
inset: 0;
background: rgba(0, 0, 0, 0.5);
z-index: 100;
justify-content: center;
align-items: center;
}
.done-overlay.visible {
display: flex;
}
.done-card {
background: var(--surface);
border-radius: 12px;
padding: 2rem 3rem;
text-align: center;
box-shadow: 0 20px 60px rgba(0, 0, 0, 0.3);
max-width: 500px;
}
.done-card h2 {
font-size: 1.5rem;
margin-bottom: 0.5rem;
}
.done-card p {
color: var(--text-muted);
margin-bottom: 1.5rem;
line-height: 1.5;
}
.done-card .btn-row {
display: flex;
gap: 0.5rem;
justify-content: center;
}
.done-card button {
padding: 0.5rem 1.25rem;
border: 1px solid var(--border);
border-radius: var(--radius);
background: var(--surface);
cursor: pointer;
font-size: 0.875rem;
}
.done-card button:hover {
background: var(--bg);
}
/* ---- Toast ---- */
.toast {
position: fixed;
bottom: 5rem;
left: 50%;
transform: translateX(-50%);
background: var(--header-bg);
color: var(--header-text);
padding: 0.625rem 1.25rem;
border-radius: var(--radius);
font-size: 0.875rem;
opacity: 0;
transition: opacity 0.3s;
pointer-events: none;
z-index: 200;
}
.toast.visible {
opacity: 1;
}
</style>
</head>
<body>
<div id="app" style="height:100vh; display:flex; flex-direction:column;">
<div class="header">
<div>
<h1>Eval Review: <span id="skill-name"></span></h1>
<div class="instructions">Review each output and leave feedback below. Navigate with arrow keys or buttons. When done, copy feedback and paste into Claude Code.</div>
</div>
<div class="progress" id="progress"></div>
</div>
<!-- View tabs (only shown when benchmark data exists) -->
<div class="view-tabs" id="view-tabs" style="display:none;">
<button class="view-tab active" onclick="switchView('outputs')">Outputs</button>
<button class="view-tab" onclick="switchView('benchmark')">Benchmark</button>
</div>
<!-- Outputs panel (qualitative review) -->
<div class="view-panel active" id="panel-outputs">
<div class="main">
<!-- Prompt -->
<div class="section">
<div class="section-header">Prompt <span class="config-badge" id="config-badge" style="display:none;"></span></div>
<div class="section-body">
<div class="prompt-text" id="prompt-text"></div>
</div>
</div>
<!-- Outputs -->
<div class="section">
<div class="section-header">Output</div>
<div class="section-body" id="outputs-body">
<div class="empty-state">No output files found</div>
</div>
</div>
<!-- Previous Output (collapsible) -->
<div class="section" id="prev-outputs-section" style="display:none;">
<div class="section-header">
<div class="grades-toggle" onclick="togglePrevOutputs()">
<span class="arrow" id="prev-outputs-arrow">▶</span>
Previous Output
</div>
</div>
<div class="grades-content" id="prev-outputs-content"></div>
</div>
<!-- Grades (collapsible) -->
<div class="section" id="grades-section" style="display:none;">
<div class="section-header">
<div class="grades-toggle" onclick="toggleGrades()">
<span class="arrow" id="grades-arrow">▶</span>
Formal Grades
</div>
</div>
<div class="grades-content" id="grades-content"></div>
</div>
<!-- Feedback -->
<div class="section">
<div class="section-header">Your Feedback</div>
<div class="section-body">
<textarea
class="feedback-textarea"
id="feedback"
placeholder="What do you think of this output? Any issues, suggestions, or things that look great?"
></textarea>
<div class="feedback-status" id="feedback-status"></div>
<div class="prev-feedback" id="prev-feedback" style="display:none;">
<div class="prev-feedback-label">Previous feedback</div>
<div id="prev-feedback-text"></div>
</div>
</div>
</div>
</div>
<div class="nav" id="outputs-nav">
<button class="nav-btn" id="prev-btn" onclick="navigate(-1)">← Previous</button>
<button class="done-btn" id="done-btn" onclick="showDoneDialog()">Submit All Reviews</button>
<button class="nav-btn" id="next-btn" onclick="navigate(1)">Next →</button>
</div>
</div><!-- end panel-outputs -->
<!-- Benchmark panel (quantitative stats) -->
<div class="view-panel" id="panel-benchmark">
<div class="benchmark-view" id="benchmark-content">
<div class="benchmark-empty">No benchmark data available. Run a benchmark to see quantitative results here.</div>
</div>
</div>
</div>
<!-- Done overlay -->
<div class="done-overlay" id="done-overlay">
<div class="done-card">
<h2>Review Complete</h2>
<p>Your feedback has been saved. Go back to your Claude Code session and tell Claude you're done reviewing.</p>
<div class="btn-row">
<button onclick="closeDoneDialog()">OK</button>
</div>
</div>
</div>
<!-- Toast -->
<div class="toast" id="toast"></div>
<script>
// ---- Embedded data (injected by generate_review.py) ----
/*__EMBEDDED_DATA__*/
// ---- State ----
let feedbackMap = {}; // run_id -> feedback text
let currentIndex = 0;
let visitedRuns = new Set();
// ---- Init ----
async function init() {
// Load saved feedback from server — but only if this isn't a fresh
// iteration (indicated by previous_feedback being present). When
// previous feedback exists, the feedback.json on disk is stale from
// the prior iteration and should not pre-fill the textareas.
const hasPrevious = Object.keys(EMBEDDED_DATA.previous_feedback || {}).length > 0
|| Object.keys(EMBEDDED_DATA.previous_outputs || {}).length > 0;
if (!hasPrevious) {
try {
const resp = await fetch("/api/feedback");
const data = await resp.json();
if (data.reviews) {
for (const r of data.reviews) feedbackMap[r.run_id] = r.feedback;
}
} catch { /* first run, no feedback yet */ }
}
document.getElementById("skill-name").textContent = EMBEDDED_DATA.skill_name;
showRun(0);
// Wire up feedback auto-save
const textarea = document.getElementById("feedback");
let saveTimeout = null;
textarea.addEventListener("input", () => {
clearTimeout(saveTimeout);
document.getElementById("feedback-status").textContent = "";
saveTimeout = setTimeout(() => saveCurrentFeedback(), 800);
});
}
// ---- Navigation ----
function navigate(delta) {
const newIndex = currentIndex + delta;
if (newIndex >= 0 && newIndex < EMBEDDED_DATA.runs.length) {
saveCurrentFeedback();
showRun(newIndex);
}
}
function updateNavButtons() {
document.getElementById("prev-btn").disabled = currentIndex === 0;
document.getElementById("next-btn").disabled =
currentIndex === EMBEDDED_DATA.runs.length - 1;
}
// ---- Show a run ----
function showRun(index) {
currentIndex = index;
const run = EMBEDDED_DATA.runs[index];
// Progress
document.getElementById("progress").textContent =
`index + 1 of EMBEDDED_DATA.runs.length`;
// Prompt
document.getElementById("prompt-text").textContent = run.prompt;
// Config badge
const badge = document.getElementById("config-badge");
const configMatch = run.id.match(/(with_skill|without_skill|new_skill|old_skill)/);
if (configMatch) {
const config = configMatch[1];
const isBaseline = config === "without_skill" || config === "old_skill";
badge.textContent = config.replace(/_/g, " ");
badge.className = "config-badge " + (isBaseline ? "config-baseline" : "config-primary");
badge.style.display = "inline-block";
} else {
badge.style.display = "none";
}
// Outputs
renderOutputs(run);
// Previous outputs
renderPrevOutputs(run);
// Grades
renderGrades(run);
// Previous feedback
const prevFb = (EMBEDDED_DATA.previous_feedback || {})[run.id];
const prevEl = document.getElementById("prev-feedback");
if (prevFb) {
document.getElementById("prev-feedback-text").textContent = prevFb;
prevEl.style.display = "block";
} else {
prevEl.style.display = "none";
}
// Feedback
document.getElementById("feedback").value = feedbackMap[run.id] || "";
document.getElementById("feedback-status").textContent = "";
updateNavButtons();
// Track visited runs and promote done button when all visited
visitedRuns.add(index);
const doneBtn = document.getElementById("done-btn");
if (visitedRuns.size >= EMBEDDED_DATA.runs.length) {
doneBtn.classList.add("ready");
}
// Scroll main content to top
document.querySelector(".main").scrollTop = 0;
}
// ---- Render outputs ----
function renderOutputs(run) {
const container = document.getElementById("outputs-body");
container.innerHTML = "";
const outputs = run.outputs || [];
if (outputs.length === 0) {
container.innerHTML = '<div class="empty-state">No output files</div>';
return;
}
for (const file of outputs) {
const fileDiv = document.createElement("div");
fileDiv.className = "output-file";
// Always show file header with download link
const header = document.createElement("div");
header.className = "output-file-header";
const nameSpan = document.createElement("span");
nameSpan.textContent = file.name;
header.appendChild(nameSpan);
const dlBtn = document.createElement("a");
dlBtn.className = "dl-btn";
dlBtn.textContent = "Download";
dlBtn.download = file.name;
dlBtn.href = getDownloadUri(file);
header.appendChild(dlBtn);
fileDiv.appendChild(header);
const content = document.createElement("div");
content.className = "output-file-content";
if (file.type === "text") {
const pre = document.createElement("pre");
pre.textContent = file.content;
content.appendChild(pre);
} else if (file.type === "image") {
const img = document.createElement("img");
img.src = file.data_uri;
img.alt = file.name;
content.appendChild(img);
} else if (file.type === "pdf") {
const iframe = document.createElement("iframe");
iframe.src = file.data_uri;
content.appendChild(iframe);
} else if (file.type === "xlsx") {
renderXlsx(content, file.data_b64);
} else if (file.type === "binary") {
const a = document.createElement("a");
a.className = "download-link";
a.href = file.data_uri;
a.download = file.name;
a.textContent = "Download " + file.name;
content.appendChild(a);
} else if (file.type === "error") {
const pre = document.createElement("pre");
pre.textContent = file.content;
pre.style.color = "var(--red)";
content.appendChild(pre);
}
fileDiv.appendChild(content);
container.appendChild(fileDiv);
}
}
// ---- XLSX rendering via SheetJS ----
function renderXlsx(container, b64Data) {
try {
const raw = Uint8Array.from(atob(b64Data), c => c.charCodeAt(0));
const wb = XLSX.read(raw, { type: "array" });
for (let i = 0; i < wb.SheetNames.length; i++) {
const sheetName = wb.SheetNames[i];
const ws = wb.Sheets[sheetName];
if (wb.SheetNames.length > 1) {
const sheetLabel = document.createElement("div");
sheetLabel.style.cssText =
"font-weight:600; font-size:0.8rem; color:#b0aea5; margin-top:0.5rem; margin-bottom:0.25rem;";
sheetLabel.textContent = "Sheet: " + sheetName;
container.appendChild(sheetLabel);
}
const htmlStr = XLSX.utils.sheet_to_html(ws, { editable: false });
const wrapper = document.createElement("div");
wrapper.innerHTML = htmlStr;
container.appendChild(wrapper);
}
} catch (err) {
container.textContent = "Error rendering spreadsheet: " + err.message;
}
}
// ---- Grades ----
function renderGrades(run) {
const section = document.getElementById("grades-section");
const content = document.getElementById("grades-content");
if (!run.grading) {
section.style.display = "none";
return;
}
const grading = run.grading;
section.style.display = "block";
// Reset to collapsed
content.classList.remove("open");
document.getElementById("grades-arrow").classList.remove("open");
const summary = grading.summary || {};
const expectations = grading.expectations || [];
let html = '<div style="padding: 1rem;">';
// Summary line
const passRate = summary.pass_rate != null
? Math.round(summary.pass_rate * 100) + "%"
: "?";
const badgeClass = summary.pass_rate >= 0.8 ? "grade-pass" : summary.pass_rate >= 0.5 ? "" : "grade-fail";
html += '<div class="grades-summary">';
html += '<span class="grade-badge ' + badgeClass + '">' + passRate + '</span>';
html += '<span>' + (summary.passed || 0) + ' passed, ' + (summary.failed || 0) + ' failed of ' + (summary.total || 0) + '</span>';
html += '</div>';
// Assertions list
html += '<ul class="assertion-list">';
for (const exp of expectations) {
const statusClass = exp.passed ? "pass" : "fail";
const statusIcon = exp.passed ? "\u2713" : "\u2717";
html += '<li class="assertion-item">';
html += '<span class="assertion-status ' + statusClass + '">' + statusIcon + '</span>';
html += '<span>' + escapeHtml(exp.text) + '</span>';
if (exp.evidence) {
html += '<div class="assertion-evidence">' + escapeHtml(exp.evidence) + '</div>';
}
html += '</li>';
}
html += '</ul>';
html += '</div>';
content.innerHTML = html;
}
function toggleGrades() {
const content = document.getElementById("grades-content");
const arrow = document.getElementById("grades-arrow");
content.classList.toggle("open");
arrow.classList.toggle("open");
}
// ---- Previous outputs (collapsible) ----
function renderPrevOutputs(run) {
const section = document.getElementById("prev-outputs-section");
const content = document.getElementById("prev-outputs-content");
const prevOutputs = (EMBEDDED_DATA.previous_outputs || {})[run.id];
if (!prevOutputs || prevOutputs.length === 0) {
section.style.display = "none";
return;
}
section.style.display = "block";
// Reset to collapsed
content.classList.remove("open");
document.getElementById("prev-outputs-arrow").classList.remove("open");
// Render the files into the content area
content.innerHTML = "";
const wrapper = document.createElement("div");
wrapper.style.padding = "1rem";
for (const file of prevOutputs) {
const fileDiv = document.createElement("div");
fileDiv.className = "output-file";
const header = document.createElement("div");
header.className = "output-file-header";
const nameSpan = document.createElement("span");
nameSpan.textContent = file.name;
header.appendChild(nameSpan);
const dlBtn = document.createElement("a");
dlBtn.className = "dl-btn";
dlBtn.textContent = "Download";
dlBtn.download = file.name;
dlBtn.href = getDownloadUri(file);
header.appendChild(dlBtn);
fileDiv.appendChild(header);
const fc = document.createElement("div");
fc.className = "output-file-content";
if (file.type === "text") {
const pre = document.createElement("pre");
pre.textContent = file.content;
fc.appendChild(pre);
} else if (file.type === "image") {
const img = document.createElement("img");
img.src = file.data_uri;
img.alt = file.name;
fc.appendChild(img);
} else if (file.type === "pdf") {
const iframe = document.createElement("iframe");
iframe.src = file.data_uri;
fc.appendChild(iframe);
} else if (file.type === "xlsx") {
renderXlsx(fc, file.data_b64);
} else if (file.type === "binary") {
const a = document.createElement("a");
a.className = "download-link";
a.href = file.data_uri;
a.download = file.name;
a.textContent = "Download " + file.name;
fc.appendChild(a);
}
fileDiv.appendChild(fc);
wrapper.appendChild(fileDiv);
}
content.appendChild(wrapper);
}
function togglePrevOutputs() {
const content = document.getElementById("prev-outputs-content");
const arrow = document.getElementById("prev-outputs-arrow");
content.classList.toggle("open");
arrow.classList.toggle("open");
}
// ---- Feedback (saved to server -> feedback.json) ----
function saveCurrentFeedback() {
const run = EMBEDDED_DATA.runs[currentIndex];
const text = document.getElementById("feedback").value;
if (text.trim() === "") {
delete feedbackMap[run.id];
} else {
feedbackMap[run.id] = text;
}
// Build reviews array from map
const reviews = [];
for (const [run_id, feedback] of Object.entries(feedbackMap)) {
if (feedback.trim()) {
reviews.push({ run_id, feedback, timestamp: new Date().toISOString() });
}
}
fetch("/api/feedback", {
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify({ reviews, status: "in_progress" }),
}).then(() => {
document.getElementById("feedback-status").textContent = "Saved";
}).catch(() => {
// Static mode or server unavailable — no-op on auto-save,
// feedback will be downloaded on final submit
document.getElementById("feedback-status").textContent = "Will download on submit";
});
}
// ---- Done ----
function showDoneDialog() {
// Save current textarea to feedbackMap (but don't POST yet)
const run = EMBEDDED_DATA.runs[currentIndex];
const text = document.getElementById("feedback").value;
if (text.trim() === "") {
delete feedbackMap[run.id];
} else {
feedbackMap[run.id] = text;
}
// POST once with status: complete — include ALL runs so the model
// can distinguish "no feedback" (looks good) from "not reviewed"
const reviews = [];
const ts = new Date().toISOString();
for (const r of EMBEDDED_DATA.runs) {
reviews.push({ run_id: r.id, feedback: feedbackMap[r.id] || "", timestamp: ts });
}
const payload = JSON.stringify({ reviews, status: "complete" }, null, 2);
fetch("/api/feedback", {
method: "POST",
headers: { "Content-Type": "application/json" },
body: payload,
}).then(() => {
document.getElementById("done-overlay").classList.add("visible");
}).catch(() => {
// Server not available (static mode) — download as file
const blob = new Blob([payload], { type: "application/json" });
const url = URL.createObjectURL(blob);
const a = document.createElement("a");
a.href = url;
a.download = "feedback.json";
a.click();
URL.revokeObjectURL(url);
document.getElementById("done-overlay").classList.add("visible");
});
}
function closeDoneDialog() {
// Reset status back to in_progress
saveCurrentFeedback();
document.getElementById("done-overlay").classList.remove("visible");
}
// ---- Toast ----
function showToast(message) {
const toast = document.getElementById("toast");
toast.textContent = message;
toast.classList.add("visible");
setTimeout(() => toast.classList.remove("visible"), 2000);
}
// ---- Keyboard nav ----
document.addEventListener("keydown", (e) => {
// Don't capture when typing in textarea
if (e.target.tagName === "TEXTAREA") return;
if (e.key === "ArrowLeft" || e.key === "ArrowUp") {
e.preventDefault();
navigate(-1);
} else if (e.key === "ArrowRight" || e.key === "ArrowDown") {
e.preventDefault();
navigate(1);
}
});
// ---- Util ----
function getDownloadUri(file) {
if (file.data_uri) return file.data_uri;
if (file.data_b64) return "data:application/octet-stream;base64," + file.data_b64;
if (file.type === "text") return "data:text/plain;charset=utf-8," + encodeURIComponent(file.content);
return "#";
}
function escapeHtml(text) {
const div = document.createElement("div");
div.textContent = text;
return div.innerHTML;
}
// ---- View switching ----
function switchView(view) {
document.querySelectorAll(".view-tab").forEach(t => t.classList.remove("active"));
document.querySelectorAll(".view-panel").forEach(p => p.classList.remove("active"));
document.querySelector(`[onclick="switchView('view')"]`).classList.add("active");
document.getElementById("panel-" + view).classList.add("active");
}
// ---- Benchmark rendering ----
function renderBenchmark() {
const data = EMBEDDED_DATA.benchmark;
if (!data) return;
// Show the tabs
document.getElementById("view-tabs").style.display = "flex";
const container = document.getElementById("benchmark-content");
const summary = data.run_summary || {};
const metadata = data.metadata || {};
const notes = data.notes || [];
let html = "";
// Header
html += "<h2 style='font-family: Poppins, sans-serif; margin-bottom: 0.5rem;'>Benchmark Results</h2>";
html += "<p style='color: var(--text-muted); font-size: 0.875rem; margin-bottom: 1.25rem;'>";
if (metadata.skill_name) html += "<strong>" + escapeHtml(metadata.skill_name) + "</strong> — ";
if (metadata.timestamp) html += metadata.timestamp + " — ";
if (metadata.evals_run) html += "Evals: " + metadata.evals_run.join(", ") + " — ";
html += (metadata.runs_per_configuration || "?") + " runs per configuration";
html += "</p>";
// Summary table
html += '<table class="benchmark-table">';
function fmtStat(stat, pct) {
if (!stat) return "—";
const suffix = pct ? "%" : "";
const m = pct ? (stat.mean * 100).toFixed(0) : stat.mean.toFixed(1);
const s = pct ? (stat.stddev * 100).toFixed(0) : stat.stddev.toFixed(1);
return m + suffix + " ± " + s + suffix;
}
function deltaClass(val) {
if (!val) return "";
const n = parseFloat(val);
if (n > 0) return "benchmark-delta-positive";
if (n < 0) return "benchmark-delta-negative";
return "";
}
// Discover config names dynamically (everything except "delta")
const configs = Object.keys(summary).filter(k => k !== "delta");
const configA = configs[0] || "config_a";
const configB = configs[1] || "config_b";
const labelA = configA.replace(/_/g, " ").replace(/\b\w/g, c => c.toUpperCase());
const labelB = configB.replace(/_/g, " ").replace(/\b\w/g, c => c.toUpperCase());
const a = summary[configA] || {};
const b = summary[configB] || {};
const delta = summary.delta || {};
html += "<thead><tr><th>Metric</th><th>" + escapeHtml(labelA) + "</th><th>" + escapeHtml(labelB) + "</th><th>Delta</th></tr></thead>";
html += "<tbody>";
html += "<tr><td><strong>Pass Rate</strong></td>";
html += "<td>" + fmtStat(a.pass_rate, true) + "</td>";
html += "<td>" + fmtStat(b.pass_rate, true) + "</td>";
html += '<td class="' + deltaClass(delta.pass_rate) + '">' + (delta.pass_rate || "—") + "</td></tr>";
// Time (only show row if data exists)
if (a.time_seconds || b.time_seconds) {
html += "<tr><td><strong>Time (s)</strong></td>";
html += "<td>" + fmtStat(a.time_seconds, false) + "</td>";
html += "<td>" + fmtStat(b.time_seconds, false) + "</td>";
html += '<td class="' + deltaClass(delta.time_seconds) + '">' + (delta.time_seconds ? delta.time_seconds + "s" : "—") + "</td></tr>";
}
// Tokens (only show row if data exists)
if (a.tokens || b.tokens) {
html += "<tr><td><strong>Tokens</strong></td>";
html += "<td>" + fmtStat(a.tokens, false) + "</td>";
html += "<td>" + fmtStat(b.tokens, false) + "</td>";
html += '<td class="' + deltaClass(delta.tokens) + '">' + (delta.tokens || "—") + "</td></tr>";
}
html += "</tbody></table>";
// Per-eval breakdown (if runs data available)
const runs = data.runs || [];
if (runs.length > 0) {
const evalIds = [...new Set(runs.map(r => r.eval_id))].sort((a, b) => a - b);
html += "<h3 style='font-family: Poppins, sans-serif; margin-bottom: 0.75rem;'>Per-Eval Breakdown</h3>";
const hasTime = runs.some(r => r.result && r.result.time_seconds != null);
const hasErrors = runs.some(r => r.result && r.result.errors > 0);
for (const evalId of evalIds) {
const evalRuns = runs.filter(r => r.eval_id === evalId);
const evalName = evalRuns[0] && evalRuns[0].eval_name ? evalRuns[0].eval_name : "Eval " + evalId;
html += "<h4 style='font-family: Poppins, sans-serif; margin: 1rem 0 0.5rem; color: var(--text);'>" + escapeHtml(evalName) + "</h4>";
html += '<table class="benchmark-table">';
html += "<thead><tr><th>Config</th><th>Run</th><th>Pass Rate</th>";
if (hasTime) html += "<th>Time (s)</th>";
if (hasErrors) html += "<th>Crashes During Execution</th>";
html += "</tr></thead>";
html += "<tbody>";
// Group by config and render with average rows
const configGroups = [...new Set(evalRuns.map(r => r.configuration))];
for (let ci = 0; ci < configGroups.length; ci++) {
const config = configGroups[ci];
const configRuns = evalRuns.filter(r => r.configuration === config);
if (configRuns.length === 0) continue;
const rowClass = ci === 0 ? "benchmark-row-with" : "benchmark-row-without";
const configLabel = config.replace(/_/g, " ").replace(/\b\w/g, c => c.toUpperCase());
for (const run of configRuns) {
const r = run.result || {};
const prClass = r.pass_rate >= 0.8 ? "benchmark-delta-positive" : r.pass_rate < 0.5 ? "benchmark-delta-negative" : "";
html += '<tr class="' + rowClass + '">';
html += "<td>" + configLabel + "</td>";
html += "<td>" + run.run_number + "</td>";
html += '<td class="' + prClass + '">' + ((r.pass_rate || 0) * 100).toFixed(0) + "% (" + (r.passed || 0) + "/" + (r.total || 0) + ")</td>";
if (hasTime) html += "<td>" + (r.time_seconds != null ? r.time_seconds.toFixed(1) : "—") + "</td>";
if (hasErrors) html += "<td>" + (r.errors || 0) + "</td>";
html += "</tr>";
}
// Average row
const rates = configRuns.map(r => (r.result || {}).pass_rate || 0);
const avgRate = rates.reduce((a, b) => a + b, 0) / rates.length;
const avgPrClass = avgRate >= 0.8 ? "benchmark-delta-positive" : avgRate < 0.5 ? "benchmark-delta-negative" : "";
html += '<tr class="benchmark-row-avg ' + rowClass + '">';
html += "<td>" + configLabel + "</td>";
html += "<td>Avg</td>";
html += '<td class="' + avgPrClass + '">' + (avgRate * 100).toFixed(0) + "%</td>";
if (hasTime) {
const times = configRuns.map(r => (r.result || {}).time_seconds).filter(t => t != null);
html += "<td>" + (times.length ? (times.reduce((a, b) => a + b, 0) / times.length).toFixed(1) : "—") + "</td>";
}
if (hasErrors) html += "<td></td>";
html += "</tr>";
}
html += "</tbody></table>";
// Per-assertion detail for this eval
const runsWithExpectations = {};
for (const config of configGroups) {
runsWithExpectations[config] = evalRuns.filter(r => r.configuration === config && r.expectations && r.expectations.length > 0);
}
const hasAnyExpectations = Object.values(runsWithExpectations).some(runs => runs.length > 0);
if (hasAnyExpectations) {
// Collect all unique assertion texts across all configs
const allAssertions = [];
const seen = new Set();
for (const config of configGroups) {
for (const run of runsWithExpectations[config]) {
for (const exp of (run.expectations || [])) {
if (!seen.has(exp.text)) {
seen.add(exp.text);
allAssertions.push(exp.text);
}
}
}
}
html += '<table class="benchmark-table" style="margin-top: 0.5rem;">';
html += "<thead><tr><th>Assertion</th>";
for (const config of configGroups) {
const label = config.replace(/_/g, " ").replace(/\b\w/g, c => c.toUpperCase());
html += "<th>" + escapeHtml(label) + "</th>";
}
html += "</tr></thead><tbody>";
for (const assertionText of allAssertions) {
html += "<tr><td>" + escapeHtml(assertionText) + "</td>";
for (const config of configGroups) {
html += "<td>";
for (const run of runsWithExpectations[config]) {
const exp = (run.expectations || []).find(e => e.text === assertionText);
if (exp) {
const cls = exp.passed ? "benchmark-delta-positive" : "benchmark-delta-negative";
const icon = exp.passed ? "\u2713" : "\u2717";
html += '<span class="' + cls + '" title="Run ' + run.run_number + ': ' + escapeHtml(exp.evidence || "") + '">' + icon + "</span> ";
} else {
html += "— ";
}
}
html += "</td>";
}
html += "</tr>";
}
html += "</tbody></table>";
}
}
}
// Notes
if (notes.length > 0) {
html += '<div class="benchmark-notes">';
html += "<h3>Analysis Notes</h3>";
html += "<ul>";
for (const note of notes) {
html += "<li>" + escapeHtml(note) + "</li>";
}
html += "</ul></div>";
}
container.innerHTML = html;
}
// ---- Start ----
init();
renderBenchmark();
</script>
</body>
</html>
FILE:references/schemas.md
# JSON Schemas
This document defines the JSON schemas used by skill-creator.
---
## evals.json
Defines the evals for a skill. Located at `evals/evals.json` within the skill directory.
```json
{
"skill_name": "example-skill",
"evals": [
{
"id": 1,
"prompt": "User's example prompt",
"expected_output": "Description of expected result",
"files": ["evals/files/sample1.pdf"],
"expectations": [
"The output includes X",
"The skill used script Y"
]
}
]
}
```
**Fields:**
- `skill_name`: Name matching the skill's frontmatter
- `evals[].id`: Unique integer identifier
- `evals[].prompt`: The task to execute
- `evals[].expected_output`: Human-readable description of success
- `evals[].files`: Optional list of input file paths (relative to skill root)
- `evals[].expectations`: List of verifiable statements
---
## history.json
Tracks version progression in Improve mode. Located at workspace root.
```json
{
"started_at": "2026-01-15T10:30:00Z",
"skill_name": "pdf",
"current_best": "v2",
"iterations": [
{
"version": "v0",
"parent": null,
"expectation_pass_rate": 0.65,
"grading_result": "baseline",
"is_current_best": false
},
{
"version": "v1",
"parent": "v0",
"expectation_pass_rate": 0.75,
"grading_result": "won",
"is_current_best": false
},
{
"version": "v2",
"parent": "v1",
"expectation_pass_rate": 0.85,
"grading_result": "won",
"is_current_best": true
}
]
}
```
**Fields:**
- `started_at`: ISO timestamp of when improvement started
- `skill_name`: Name of the skill being improved
- `current_best`: Version identifier of the best performer
- `iterations[].version`: Version identifier (v0, v1, ...)
- `iterations[].parent`: Parent version this was derived from
- `iterations[].expectation_pass_rate`: Pass rate from grading
- `iterations[].grading_result`: "baseline", "won", "lost", or "tie"
- `iterations[].is_current_best`: Whether this is the current best version
---
## grading.json
Output from the grader agent. Located at `<run-dir>/grading.json`.
```json
{
"expectations": [
{
"text": "The output includes the name 'John Smith'",
"passed": true,
"evidence": "Found in transcript Step 3: 'Extracted names: John Smith, Sarah Johnson'"
},
{
"text": "The spreadsheet has a SUM formula in cell B10",
"passed": false,
"evidence": "No spreadsheet was created. The output was a text file."
}
],
"summary": {
"passed": 2,
"failed": 1,
"total": 3,
"pass_rate": 0.67
},
"execution_metrics": {
"tool_calls": {
"Read": 5,
"Write": 2,
"Bash": 8
},
"total_tool_calls": 15,
"total_steps": 6,
"errors_encountered": 0,
"output_chars": 12450,
"transcript_chars": 3200
},
"timing": {
"executor_duration_seconds": 165.0,
"grader_duration_seconds": 26.0,
"total_duration_seconds": 191.0
},
"claims": [
{
"claim": "The form has 12 fillable fields",
"type": "factual",
"verified": true,
"evidence": "Counted 12 fields in field_info.json"
}
],
"user_notes_summary": {
"uncertainties": ["Used 2023 data, may be stale"],
"needs_review": [],
"workarounds": ["Fell back to text overlay for non-fillable fields"]
},
"eval_feedback": {
"suggestions": [
{
"assertion": "The output includes the name 'John Smith'",
"reason": "A hallucinated document that mentions the name would also pass"
}
],
"overall": "Assertions check presence but not correctness."
}
}
```
**Fields:**
- `expectations[]`: Graded expectations with evidence
- `summary`: Aggregate pass/fail counts
- `execution_metrics`: Tool usage and output size (from executor's metrics.json)
- `timing`: Wall clock timing (from timing.json)
- `claims`: Extracted and verified claims from the output
- `user_notes_summary`: Issues flagged by the executor
- `eval_feedback`: (optional) Improvement suggestions for the evals, only present when the grader identifies issues worth raising
---
## metrics.json
Output from the executor agent. Located at `<run-dir>/outputs/metrics.json`.
```json
{
"tool_calls": {
"Read": 5,
"Write": 2,
"Bash": 8,
"Edit": 1,
"Glob": 2,
"Grep": 0
},
"total_tool_calls": 18,
"total_steps": 6,
"files_created": ["filled_form.pdf", "field_values.json"],
"errors_encountered": 0,
"output_chars": 12450,
"transcript_chars": 3200
}
```
**Fields:**
- `tool_calls`: Count per tool type
- `total_tool_calls`: Sum of all tool calls
- `total_steps`: Number of major execution steps
- `files_created`: List of output files created
- `errors_encountered`: Number of errors during execution
- `output_chars`: Total character count of output files
- `transcript_chars`: Character count of transcript
---
## timing.json
Wall clock timing for a run. Located at `<run-dir>/timing.json`.
**How to capture:** When a subagent task completes, the task notification includes `total_tokens` and `duration_ms`. Save these immediately — they are not persisted anywhere else and cannot be recovered after the fact.
```json
{
"total_tokens": 84852,
"duration_ms": 23332,
"total_duration_seconds": 23.3,
"executor_start": "2026-01-15T10:30:00Z",
"executor_end": "2026-01-15T10:32:45Z",
"executor_duration_seconds": 165.0,
"grader_start": "2026-01-15T10:32:46Z",
"grader_end": "2026-01-15T10:33:12Z",
"grader_duration_seconds": 26.0
}
```
---
## benchmark.json
Output from Benchmark mode. Located at `benchmarks/<timestamp>/benchmark.json`.
```json
{
"metadata": {
"skill_name": "pdf",
"skill_path": "/path/to/pdf",
"executor_model": "claude-sonnet-4-20250514",
"analyzer_model": "most-capable-model",
"timestamp": "2026-01-15T10:30:00Z",
"evals_run": [1, 2, 3],
"runs_per_configuration": 3
},
"runs": [
{
"eval_id": 1,
"eval_name": "Ocean",
"configuration": "with_skill",
"run_number": 1,
"result": {
"pass_rate": 0.85,
"passed": 6,
"failed": 1,
"total": 7,
"time_seconds": 42.5,
"tokens": 3800,
"tool_calls": 18,
"errors": 0
},
"expectations": [
{"text": "...", "passed": true, "evidence": "..."}
],
"notes": [
"Used 2023 data, may be stale",
"Fell back to text overlay for non-fillable fields"
]
}
],
"run_summary": {
"with_skill": {
"pass_rate": {"mean": 0.85, "stddev": 0.05, "min": 0.80, "max": 0.90},
"time_seconds": {"mean": 45.0, "stddev": 12.0, "min": 32.0, "max": 58.0},
"tokens": {"mean": 3800, "stddev": 400, "min": 3200, "max": 4100}
},
"without_skill": {
"pass_rate": {"mean": 0.35, "stddev": 0.08, "min": 0.28, "max": 0.45},
"time_seconds": {"mean": 32.0, "stddev": 8.0, "min": 24.0, "max": 42.0},
"tokens": {"mean": 2100, "stddev": 300, "min": 1800, "max": 2500}
},
"delta": {
"pass_rate": "+0.50",
"time_seconds": "+13.0",
"tokens": "+1700"
}
},
"notes": [
"Assertion 'Output is a PDF file' passes 100% in both configurations - may not differentiate skill value",
"Eval 3 shows high variance (50% ± 40%) - may be flaky or model-dependent",
"Without-skill runs consistently fail on table extraction expectations",
"Skill adds 13s average execution time but improves pass rate by 50%"
]
}
```
**Fields:**
- `metadata`: Information about the benchmark run
- `skill_name`: Name of the skill
- `timestamp`: When the benchmark was run
- `evals_run`: List of eval names or IDs
- `runs_per_configuration`: Number of runs per config (e.g. 3)
- `runs[]`: Individual run results
- `eval_id`: Numeric eval identifier
- `eval_name`: Human-readable eval name (used as section header in the viewer)
- `configuration`: Must be `"with_skill"` or `"without_skill"` (the viewer uses this exact string for grouping and color coding)
- `run_number`: Integer run number (1, 2, 3...)
- `result`: Nested object with `pass_rate`, `passed`, `total`, `time_seconds`, `tokens`, `errors`
- `run_summary`: Statistical aggregates per configuration
- `with_skill` / `without_skill`: Each contains `pass_rate`, `time_seconds`, `tokens` objects with `mean` and `stddev` fields
- `delta`: Difference strings like `"+0.50"`, `"+13.0"`, `"+1700"`
- `notes`: Freeform observations from the analyzer
**Important:** The viewer reads these field names exactly. Using `config` instead of `configuration`, or putting `pass_rate` at the top level of a run instead of nested under `result`, will cause the viewer to show empty/zero values. Always reference this schema when generating benchmark.json manually.
---
## comparison.json
Output from blind comparator. Located at `<grading-dir>/comparison-N.json`.
```json
{
"winner": "A",
"reasoning": "Output A provides a complete solution with proper formatting and all required fields. Output B is missing the date field and has formatting inconsistencies.",
"rubric": {
"A": {
"content": {
"correctness": 5,
"completeness": 5,
"accuracy": 4
},
"structure": {
"organization": 4,
"formatting": 5,
"usability": 4
},
"content_score": 4.7,
"structure_score": 4.3,
"overall_score": 9.0
},
"B": {
"content": {
"correctness": 3,
"completeness": 2,
"accuracy": 3
},
"structure": {
"organization": 3,
"formatting": 2,
"usability": 3
},
"content_score": 2.7,
"structure_score": 2.7,
"overall_score": 5.4
}
},
"output_quality": {
"A": {
"score": 9,
"strengths": ["Complete solution", "Well-formatted", "All fields present"],
"weaknesses": ["Minor style inconsistency in header"]
},
"B": {
"score": 5,
"strengths": ["Readable output", "Correct basic structure"],
"weaknesses": ["Missing date field", "Formatting inconsistencies", "Partial data extraction"]
}
},
"expectation_results": {
"A": {
"passed": 4,
"total": 5,
"pass_rate": 0.80,
"details": [
{"text": "Output includes name", "passed": true}
]
},
"B": {
"passed": 3,
"total": 5,
"pass_rate": 0.60,
"details": [
{"text": "Output includes name", "passed": true}
]
}
}
}
```
---
## analysis.json
Output from post-hoc analyzer. Located at `<grading-dir>/analysis.json`.
```json
{
"comparison_summary": {
"winner": "A",
"winner_skill": "path/to/winner/skill",
"loser_skill": "path/to/loser/skill",
"comparator_reasoning": "Brief summary of why comparator chose winner"
},
"winner_strengths": [
"Clear step-by-step instructions for handling multi-page documents",
"Included validation script that caught formatting errors"
],
"loser_weaknesses": [
"Vague instruction 'process the document appropriately' led to inconsistent behavior",
"No script for validation, agent had to improvise"
],
"instruction_following": {
"winner": {
"score": 9,
"issues": ["Minor: skipped optional logging step"]
},
"loser": {
"score": 6,
"issues": [
"Did not use the skill's formatting template",
"Invented own approach instead of following step 3"
]
}
},
"improvement_suggestions": [
{
"priority": "high",
"category": "instructions",
"suggestion": "Replace 'process the document appropriately' with explicit steps",
"expected_impact": "Would eliminate ambiguity that caused inconsistent behavior"
}
],
"transcript_insights": {
"winner_execution_pattern": "Read skill -> Followed 5-step process -> Used validation script",
"loser_execution_pattern": "Read skill -> Unclear on approach -> Tried 3 different methods"
}
}
```
FILE:scripts/__init__.py
FILE:scripts/aggregate_benchmark.py
#!/usr/bin/env python3
"""
Aggregate individual run results into benchmark summary statistics.
Reads grading.json files from run directories and produces:
- run_summary with mean, stddev, min, max for each metric
- delta between with_skill and without_skill configurations
Usage:
python aggregate_benchmark.py <benchmark_dir>
Example:
python aggregate_benchmark.py benchmarks/2026-01-15T10-30-00/
The script supports two directory layouts:
Workspace layout (from skill-creator iterations):
<benchmark_dir>/
└── eval-N/
├── with_skill/
│ ├── run-1/grading.json
│ └── run-2/grading.json
└── without_skill/
├── run-1/grading.json
└── run-2/grading.json
Legacy layout (with runs/ subdirectory):
<benchmark_dir>/
└── runs/
└── eval-N/
├── with_skill/
│ └── run-1/grading.json
└── without_skill/
└── run-1/grading.json
"""
import argparse
import json
import math
import sys
from datetime import datetime, timezone
from pathlib import Path
def calculate_stats(values: list[float]) -> dict:
"""Calculate mean, stddev, min, max for a list of values."""
if not values:
return {"mean": 0.0, "stddev": 0.0, "min": 0.0, "max": 0.0}
n = len(values)
mean = sum(values) / n
if n > 1:
variance = sum((x - mean) ** 2 for x in values) / (n - 1)
stddev = math.sqrt(variance)
else:
stddev = 0.0
return {
"mean": round(mean, 4),
"stddev": round(stddev, 4),
"min": round(min(values), 4),
"max": round(max(values), 4)
}
def load_run_results(benchmark_dir: Path) -> dict:
"""
Load all run results from a benchmark directory.
Returns dict keyed by config name (e.g. "with_skill"/"without_skill",
or "new_skill"/"old_skill"), each containing a list of run results.
"""
# Support both layouts: eval dirs directly under benchmark_dir, or under runs/
runs_dir = benchmark_dir / "runs"
if runs_dir.exists():
search_dir = runs_dir
elif list(benchmark_dir.glob("eval-*")):
search_dir = benchmark_dir
else:
print(f"No eval directories found in {benchmark_dir} or {benchmark_dir / 'runs'}")
return {}
results: dict[str, list] = {}
for eval_idx, eval_dir in enumerate(sorted(search_dir.glob("eval-*"))):
metadata_path = eval_dir / "eval_metadata.json"
if metadata_path.exists():
try:
with open(metadata_path) as mf:
eval_id = json.load(mf).get("eval_id", eval_idx)
except (json.JSONDecodeError, OSError):
eval_id = eval_idx
else:
try:
eval_id = int(eval_dir.name.split("-")[1])
except ValueError:
eval_id = eval_idx
# Discover config directories dynamically rather than hardcoding names
for config_dir in sorted(eval_dir.iterdir()):
if not config_dir.is_dir():
continue
# Skip non-config directories (inputs, outputs, etc.)
if not list(config_dir.glob("run-*")):
continue
config = config_dir.name
if config not in results:
results[config] = []
for run_dir in sorted(config_dir.glob("run-*")):
run_number = int(run_dir.name.split("-")[1])
grading_file = run_dir / "grading.json"
if not grading_file.exists():
print(f"Warning: grading.json not found in {run_dir}")
continue
try:
with open(grading_file) as f:
grading = json.load(f)
except json.JSONDecodeError as e:
print(f"Warning: Invalid JSON in {grading_file}: {e}")
continue
# Extract metrics
result = {
"eval_id": eval_id,
"run_number": run_number,
"pass_rate": grading.get("summary", {}).get("pass_rate", 0.0),
"passed": grading.get("summary", {}).get("passed", 0),
"failed": grading.get("summary", {}).get("failed", 0),
"total": grading.get("summary", {}).get("total", 0),
}
# Extract timing — check grading.json first, then sibling timing.json
timing = grading.get("timing", {})
result["time_seconds"] = timing.get("total_duration_seconds", 0.0)
timing_file = run_dir / "timing.json"
if result["time_seconds"] == 0.0 and timing_file.exists():
try:
with open(timing_file) as tf:
timing_data = json.load(tf)
result["time_seconds"] = timing_data.get("total_duration_seconds", 0.0)
result["tokens"] = timing_data.get("total_tokens", 0)
except json.JSONDecodeError:
pass
# Extract metrics if available
metrics = grading.get("execution_metrics", {})
result["tool_calls"] = metrics.get("total_tool_calls", 0)
if not result.get("tokens"):
result["tokens"] = metrics.get("output_chars", 0)
result["errors"] = metrics.get("errors_encountered", 0)
# Extract expectations — viewer requires fields: text, passed, evidence
raw_expectations = grading.get("expectations", [])
for exp in raw_expectations:
if "text" not in exp or "passed" not in exp:
print(f"Warning: expectation in {grading_file} missing required fields (text, passed, evidence): {exp}")
result["expectations"] = raw_expectations
# Extract notes from user_notes_summary
notes_summary = grading.get("user_notes_summary", {})
notes = []
notes.extend(notes_summary.get("uncertainties", []))
notes.extend(notes_summary.get("needs_review", []))
notes.extend(notes_summary.get("workarounds", []))
result["notes"] = notes
results[config].append(result)
return results
def aggregate_results(results: dict) -> dict:
"""
Aggregate run results into summary statistics.
Returns run_summary with stats for each configuration and delta.
"""
run_summary = {}
configs = list(results.keys())
for config in configs:
runs = results.get(config, [])
if not runs:
run_summary[config] = {
"pass_rate": {"mean": 0.0, "stddev": 0.0, "min": 0.0, "max": 0.0},
"time_seconds": {"mean": 0.0, "stddev": 0.0, "min": 0.0, "max": 0.0},
"tokens": {"mean": 0, "stddev": 0, "min": 0, "max": 0}
}
continue
pass_rates = [r["pass_rate"] for r in runs]
times = [r["time_seconds"] for r in runs]
tokens = [r.get("tokens", 0) for r in runs]
run_summary[config] = {
"pass_rate": calculate_stats(pass_rates),
"time_seconds": calculate_stats(times),
"tokens": calculate_stats(tokens)
}
# Calculate delta between the first two configs (if two exist)
if len(configs) >= 2:
primary = run_summary.get(configs[0], {})
baseline = run_summary.get(configs[1], {})
else:
primary = run_summary.get(configs[0], {}) if configs else {}
baseline = {}
delta_pass_rate = primary.get("pass_rate", {}).get("mean", 0) - baseline.get("pass_rate", {}).get("mean", 0)
delta_time = primary.get("time_seconds", {}).get("mean", 0) - baseline.get("time_seconds", {}).get("mean", 0)
delta_tokens = primary.get("tokens", {}).get("mean", 0) - baseline.get("tokens", {}).get("mean", 0)
run_summary["delta"] = {
"pass_rate": f"{delta_pass_rate:+.2f}",
"time_seconds": f"{delta_time:+.1f}",
"tokens": f"{delta_tokens:+.0f}"
}
return run_summary
def generate_benchmark(benchmark_dir: Path, skill_name: str = "", skill_path: str = "") -> dict:
"""
Generate complete benchmark.json from run results.
"""
results = load_run_results(benchmark_dir)
run_summary = aggregate_results(results)
# Build runs array for benchmark.json
runs = []
for config in results:
for result in results[config]:
runs.append({
"eval_id": result["eval_id"],
"configuration": config,
"run_number": result["run_number"],
"result": {
"pass_rate": result["pass_rate"],
"passed": result["passed"],
"failed": result["failed"],
"total": result["total"],
"time_seconds": result["time_seconds"],
"tokens": result.get("tokens", 0),
"tool_calls": result.get("tool_calls", 0),
"errors": result.get("errors", 0)
},
"expectations": result["expectations"],
"notes": result["notes"]
})
# Determine eval IDs from results
eval_ids = sorted(set(
r["eval_id"]
for config in results.values()
for r in config
))
benchmark = {
"metadata": {
"skill_name": skill_name or "<skill-name>",
"skill_path": skill_path or "<path/to/skill>",
"executor_model": "<model-name>",
"analyzer_model": "<model-name>",
"timestamp": datetime.now(timezone.utc).strftime("%Y-%m-%dT%H:%M:%SZ"),
"evals_run": eval_ids,
"runs_per_configuration": 3
},
"runs": runs,
"run_summary": run_summary,
"notes": [] # To be filled by analyzer
}
return benchmark
def generate_markdown(benchmark: dict) -> str:
"""Generate human-readable benchmark.md from benchmark data."""
metadata = benchmark["metadata"]
run_summary = benchmark["run_summary"]
# Determine config names (excluding "delta")
configs = [k for k in run_summary if k != "delta"]
config_a = configs[0] if len(configs) >= 1 else "config_a"
config_b = configs[1] if len(configs) >= 2 else "config_b"
label_a = config_a.replace("_", " ").title()
label_b = config_b.replace("_", " ").title()
lines = [
f"# Skill Benchmark: {metadata['skill_name']}",
"",
f"**Model**: {metadata['executor_model']}",
f"**Date**: {metadata['timestamp']}",
f"**Evals**: {', '.join(map(str, metadata['evals_run']))} ({metadata['runs_per_configuration']} runs each per configuration)",
"",
"## Summary",
"",
f"| Metric | {label_a} | {label_b} | Delta |",
"|--------|------------|---------------|-------|",
]
a_summary = run_summary.get(config_a, {})
b_summary = run_summary.get(config_b, {})
delta = run_summary.get("delta", {})
# Format pass rate
a_pr = a_summary.get("pass_rate", {})
b_pr = b_summary.get("pass_rate", {})
lines.append(f"| Pass Rate | {a_pr.get('mean', 0)*100:.0f}% ± {a_pr.get('stddev', 0)*100:.0f}% | {b_pr.get('mean', 0)*100:.0f}% ± {b_pr.get('stddev', 0)*100:.0f}% | {delta.get('pass_rate', '—')} |")
# Format time
a_time = a_summary.get("time_seconds", {})
b_time = b_summary.get("time_seconds", {})
lines.append(f"| Time | {a_time.get('mean', 0):.1f}s ± {a_time.get('stddev', 0):.1f}s | {b_time.get('mean', 0):.1f}s ± {b_time.get('stddev', 0):.1f}s | {delta.get('time_seconds', '—')}s |")
# Format tokens
a_tokens = a_summary.get("tokens", {})
b_tokens = b_summary.get("tokens", {})
lines.append(f"| Tokens | {a_tokens.get('mean', 0):.0f} ± {a_tokens.get('stddev', 0):.0f} | {b_tokens.get('mean', 0):.0f} ± {b_tokens.get('stddev', 0):.0f} | {delta.get('tokens', '—')} |")
# Notes section
if benchmark.get("notes"):
lines.extend([
"",
"## Notes",
""
])
for note in benchmark["notes"]:
lines.append(f"- {note}")
return "\n".join(lines)
def main():
parser = argparse.ArgumentParser(
description="Aggregate benchmark run results into summary statistics"
)
parser.add_argument(
"benchmark_dir",
type=Path,
help="Path to the benchmark directory"
)
parser.add_argument(
"--skill-name",
default="",
help="Name of the skill being benchmarked"
)
parser.add_argument(
"--skill-path",
default="",
help="Path to the skill being benchmarked"
)
parser.add_argument(
"--output", "-o",
type=Path,
help="Output path for benchmark.json (default: <benchmark_dir>/benchmark.json)"
)
args = parser.parse_args()
if not args.benchmark_dir.exists():
print(f"Directory not found: {args.benchmark_dir}")
sys.exit(1)
# Generate benchmark
benchmark = generate_benchmark(args.benchmark_dir, args.skill_name, args.skill_path)
# Determine output paths
output_json = args.output or (args.benchmark_dir / "benchmark.json")
output_md = output_json.with_suffix(".md")
# Write benchmark.json
with open(output_json, "w") as f:
json.dump(benchmark, f, indent=2)
print(f"Generated: {output_json}")
# Write benchmark.md
markdown = generate_markdown(benchmark)
with open(output_md, "w") as f:
f.write(markdown)
print(f"Generated: {output_md}")
# Print summary
run_summary = benchmark["run_summary"]
configs = [k for k in run_summary if k != "delta"]
delta = run_summary.get("delta", {})
print(f"\nSummary:")
for config in configs:
pr = run_summary[config]["pass_rate"]["mean"]
label = config.replace("_", " ").title()
print(f" {label}: {pr*100:.1f}% pass rate")
print(f" Delta: {delta.get('pass_rate', '—')}")
if __name__ == "__main__":
main()
FILE:scripts/generate_report.py
#!/usr/bin/env python3
"""Generate an HTML report from run_loop.py output.
Takes the JSON output from run_loop.py and generates a visual HTML report
showing each description attempt with check/x for each test case.
Distinguishes between train and test queries.
"""
import argparse
import html
import json
import sys
from pathlib import Path
def generate_html(data: dict, auto_refresh: bool = False, skill_name: str = "") -> str:
"""Generate HTML report from loop output data. If auto_refresh is True, adds a meta refresh tag."""
history = data.get("history", [])
holdout = data.get("holdout", 0)
title_prefix = html.escape(skill_name + " \u2014 ") if skill_name else ""
# Get all unique queries from train and test sets, with should_trigger info
train_queries: list[dict] = []
test_queries: list[dict] = []
if history:
for r in history[0].get("train_results", history[0].get("results", [])):
train_queries.append({"query": r["query"], "should_trigger": r.get("should_trigger", True)})
if history[0].get("test_results"):
for r in history[0].get("test_results", []):
test_queries.append({"query": r["query"], "should_trigger": r.get("should_trigger", True)})
refresh_tag = ' <meta http-equiv="refresh" content="5">\n' if auto_refresh else ""
html_parts = ["""<!DOCTYPE html>
<html>
<head>
<meta charset="utf-8">
""" + refresh_tag + """ <title>""" + title_prefix + """Skill Description Optimization</title>
<link rel="preconnect" href="https://fonts.googleapis.com">
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
<link href="https://fonts.googleapis.com/css2?family=Poppins:wght@500;600&family=Lora:wght@400;500&display=swap" rel="stylesheet">
<style>
body {
font-family: 'Lora', Georgia, serif;
max-width: 100%;
margin: 0 auto;
padding: 20px;
background: #faf9f5;
color: #141413;
}
h1 { font-family: 'Poppins', sans-serif; color: #141413; }
.explainer {
background: white;
padding: 15px;
border-radius: 6px;
margin-bottom: 20px;
border: 1px solid #e8e6dc;
color: #b0aea5;
font-size: 0.875rem;
line-height: 1.6;
}
.summary {
background: white;
padding: 15px;
border-radius: 6px;
margin-bottom: 20px;
border: 1px solid #e8e6dc;
}
.summary p { margin: 5px 0; }
.best { color: #788c5d; font-weight: bold; }
.table-container {
overflow-x: auto;
width: 100%;
}
table {
border-collapse: collapse;
background: white;
border: 1px solid #e8e6dc;
border-radius: 6px;
font-size: 12px;
min-width: 100%;
}
th, td {
padding: 8px;
text-align: left;
border: 1px solid #e8e6dc;
white-space: normal;
word-wrap: break-word;
}
th {
font-family: 'Poppins', sans-serif;
background: #141413;
color: #faf9f5;
font-weight: 500;
}
th.test-col {
background: #6a9bcc;
}
th.query-col { min-width: 200px; }
td.description {
font-family: monospace;
font-size: 11px;
word-wrap: break-word;
max-width: 400px;
}
td.result {
text-align: center;
font-size: 16px;
min-width: 40px;
}
td.test-result {
background: #f0f6fc;
}
.pass { color: #788c5d; }
.fail { color: #c44; }
.rate {
font-size: 9px;
color: #b0aea5;
display: block;
}
tr:hover { background: #faf9f5; }
.score {
display: inline-block;
padding: 2px 6px;
border-radius: 4px;
font-weight: bold;
font-size: 11px;
}
.score-good { background: #eef2e8; color: #788c5d; }
.score-ok { background: #fef3c7; color: #d97706; }
.score-bad { background: #fceaea; color: #c44; }
.train-label { color: #b0aea5; font-size: 10px; }
.test-label { color: #6a9bcc; font-size: 10px; font-weight: bold; }
.best-row { background: #f5f8f2; }
th.positive-col { border-bottom: 3px solid #788c5d; }
th.negative-col { border-bottom: 3px solid #c44; }
th.test-col.positive-col { border-bottom: 3px solid #788c5d; }
th.test-col.negative-col { border-bottom: 3px solid #c44; }
.legend { font-family: 'Poppins', sans-serif; display: flex; gap: 20px; margin-bottom: 10px; font-size: 13px; align-items: center; }
.legend-item { display: flex; align-items: center; gap: 6px; }
.legend-swatch { width: 16px; height: 16px; border-radius: 3px; display: inline-block; }
.swatch-positive { background: #141413; border-bottom: 3px solid #788c5d; }
.swatch-negative { background: #141413; border-bottom: 3px solid #c44; }
.swatch-test { background: #6a9bcc; }
.swatch-train { background: #141413; }
</style>
</head>
<body>
<h1>""" + title_prefix + """Skill Description Optimization</h1>
<div class="explainer">
<strong>Optimizing your skill's description.</strong> This page updates automatically as Claude tests different versions of your skill's description. Each row is an iteration — a new description attempt. The columns show test queries: green checkmarks mean the skill triggered correctly (or correctly didn't trigger), red crosses mean it got it wrong. The "Train" score shows performance on queries used to improve the description; the "Test" score shows performance on held-out queries the optimizer hasn't seen. When it's done, Claude will apply the best-performing description to your skill.
</div>
"""]
# Summary section
best_test_score = data.get('best_test_score')
best_train_score = data.get('best_train_score')
html_parts.append(f"""
<div class="summary">
<p><strong>Original:</strong> {html.escape(data.get('original_description', 'N/A'))}</p>
<p class="best"><strong>Best:</strong> {html.escape(data.get('best_description', 'N/A'))}</p>
<p><strong>Best Score:</strong> {data.get('best_score', 'N/A')} {'(test)' if best_test_score else '(train)'}</p>
<p><strong>Iterations:</strong> {data.get('iterations_run', 0)} | <strong>Train:</strong> {data.get('train_size', '?')} | <strong>Test:</strong> {data.get('test_size', '?')}</p>
</div>
""")
# Legend
html_parts.append("""
<div class="legend">
<span style="font-weight:600">Query columns:</span>
<span class="legend-item"><span class="legend-swatch swatch-positive"></span> Should trigger</span>
<span class="legend-item"><span class="legend-swatch swatch-negative"></span> Should NOT trigger</span>
<span class="legend-item"><span class="legend-swatch swatch-train"></span> Train</span>
<span class="legend-item"><span class="legend-swatch swatch-test"></span> Test</span>
</div>
""")
# Table header
html_parts.append("""
<div class="table-container">
<table>
<thead>
<tr>
<th>Iter</th>
<th>Train</th>
<th>Test</th>
<th class="query-col">Description</th>
""")
# Add column headers for train queries
for qinfo in train_queries:
polarity = "positive-col" if qinfo["should_trigger"] else "negative-col"
html_parts.append(f' <th class="{polarity}">{html.escape(qinfo["query"])}</th>\n')
# Add column headers for test queries (different color)
for qinfo in test_queries:
polarity = "positive-col" if qinfo["should_trigger"] else "negative-col"
html_parts.append(f' <th class="test-col {polarity}">{html.escape(qinfo["query"])}</th>\n')
html_parts.append(""" </tr>
</thead>
<tbody>
""")
# Find best iteration for highlighting
if test_queries:
best_iter = max(history, key=lambda h: h.get("test_passed") or 0).get("iteration")
else:
best_iter = max(history, key=lambda h: h.get("train_passed", h.get("passed", 0))).get("iteration")
# Add rows for each iteration
for h in history:
iteration = h.get("iteration", "?")
train_passed = h.get("train_passed", h.get("passed", 0))
train_total = h.get("train_total", h.get("total", 0))
test_passed = h.get("test_passed")
test_total = h.get("test_total")
description = h.get("description", "")
train_results = h.get("train_results", h.get("results", []))
test_results = h.get("test_results", [])
# Create lookups for results by query
train_by_query = {r["query"]: r for r in train_results}
test_by_query = {r["query"]: r for r in test_results} if test_results else {}
# Compute aggregate correct/total runs across all retries
def aggregate_runs(results: list[dict]) -> tuple[int, int]:
correct = 0
total = 0
for r in results:
runs = r.get("runs", 0)
triggers = r.get("triggers", 0)
total += runs
if r.get("should_trigger", True):
correct += triggers
else:
correct += runs - triggers
return correct, total
train_correct, train_runs = aggregate_runs(train_results)
test_correct, test_runs = aggregate_runs(test_results)
# Determine score classes
def score_class(correct: int, total: int) -> str:
if total > 0:
ratio = correct / total
if ratio >= 0.8:
return "score-good"
elif ratio >= 0.5:
return "score-ok"
return "score-bad"
train_class = score_class(train_correct, train_runs)
test_class = score_class(test_correct, test_runs)
row_class = "best-row" if iteration == best_iter else ""
html_parts.append(f""" <tr class="{row_class}">
<td>{iteration}</td>
<td><span class="score {train_class}">{train_correct}/{train_runs}</span></td>
<td><span class="score {test_class}">{test_correct}/{test_runs}</span></td>
<td class="description">{html.escape(description)}</td>
""")
# Add result for each train query
for qinfo in train_queries:
r = train_by_query.get(qinfo["query"], {})
did_pass = r.get("pass", False)
triggers = r.get("triggers", 0)
runs = r.get("runs", 0)
icon = "✓" if did_pass else "✗"
css_class = "pass" if did_pass else "fail"
html_parts.append(f' <td class="result {css_class}">{icon}<span class="rate">{triggers}/{runs}</span></td>\n')
# Add result for each test query (with different background)
for qinfo in test_queries:
r = test_by_query.get(qinfo["query"], {})
did_pass = r.get("pass", False)
triggers = r.get("triggers", 0)
runs = r.get("runs", 0)
icon = "✓" if did_pass else "✗"
css_class = "pass" if did_pass else "fail"
html_parts.append(f' <td class="result test-result {css_class}">{icon}<span class="rate">{triggers}/{runs}</span></td>\n')
html_parts.append(" </tr>\n")
html_parts.append(""" </tbody>
</table>
</div>
""")
html_parts.append("""
</body>
</html>
""")
return "".join(html_parts)
def main():
parser = argparse.ArgumentParser(description="Generate HTML report from run_loop output")
parser.add_argument("input", help="Path to JSON output from run_loop.py (or - for stdin)")
parser.add_argument("-o", "--output", default=None, help="Output HTML file (default: stdout)")
parser.add_argument("--skill-name", default="", help="Skill name to include in the report title")
args = parser.parse_args()
if args.input == "-":
data = json.load(sys.stdin)
else:
data = json.loads(Path(args.input).read_text())
html_output = generate_html(data, skill_name=args.skill_name)
if args.output:
Path(args.output).write_text(html_output)
print(f"Report written to {args.output}", file=sys.stderr)
else:
print(html_output)
if __name__ == "__main__":
main()
FILE:scripts/improve_description.py
#!/usr/bin/env python3
"""Improve a skill description based on eval results.
Takes eval results (from run_eval.py) and generates an improved description
by calling `claude -p` as a subprocess (same auth pattern as run_eval.py —
uses the session's Claude Code auth, no separate ANTHROPIC_API_KEY needed).
"""
import argparse
import json
import os
import re
import subprocess
import sys
from pathlib import Path
from scripts.utils import parse_skill_md
def _call_claude(prompt: str, model: str | None, timeout: int = 300) -> str:
"""Run `claude -p` with the prompt on stdin and return the text response.
Prompt goes over stdin (not argv) because it embeds the full SKILL.md
body and can easily exceed comfortable argv length.
"""
cmd = ["claude", "-p", "--output-format", "text"]
if model:
cmd.extend(["--model", model])
# Remove CLAUDECODE env var to allow nesting claude -p inside a
# Claude Code session. The guard is for interactive terminal conflicts;
# programmatic subprocess usage is safe. Same pattern as run_eval.py.
env = {k: v for k, v in os.environ.items() if k != "CLAUDECODE"}
result = subprocess.run(
cmd,
input=prompt,
capture_output=True,
text=True,
env=env,
timeout=timeout,
)
if result.returncode != 0:
raise RuntimeError(
f"claude -p exited {result.returncode}\nstderr: {result.stderr}"
)
return result.stdout
def improve_description(
skill_name: str,
skill_content: str,
current_description: str,
eval_results: dict,
history: list[dict],
model: str,
test_results: dict | None = None,
log_dir: Path | None = None,
iteration: int | None = None,
) -> str:
"""Call Claude to improve the description based on eval results."""
failed_triggers = [
r for r in eval_results["results"]
if r["should_trigger"] and not r["pass"]
]
false_triggers = [
r for r in eval_results["results"]
if not r["should_trigger"] and not r["pass"]
]
# Build scores summary
train_score = f"{eval_results['summary']['passed']}/{eval_results['summary']['total']}"
if test_results:
test_score = f"{test_results['summary']['passed']}/{test_results['summary']['total']}"
scores_summary = f"Train: {train_score}, Test: {test_score}"
else:
scores_summary = f"Train: {train_score}"
prompt = f"""You are optimizing a skill description for a Claude Code skill called "{skill_name}". A "skill" is sort of like a prompt, but with progressive disclosure -- there's a title and description that Claude sees when deciding whether to use the skill, and then if it does use the skill, it reads the .md file which has lots more details and potentially links to other resources in the skill folder like helper files and scripts and additional documentation or examples.
The description appears in Claude's "available_skills" list. When a user sends a query, Claude decides whether to invoke the skill based solely on the title and on this description. Your goal is to write a description that triggers for relevant queries, and doesn't trigger for irrelevant ones.
Here's the current description:
<current_description>
"{current_description}"
</current_description>
Current scores ({scores_summary}):
<scores_summary>
"""
if failed_triggers:
prompt += "FAILED TO TRIGGER (should have triggered but didn't):\n"
for r in failed_triggers:
prompt += f' - "{r["query"]}" (triggered {r["triggers"]}/{r["runs"]} times)\n'
prompt += "\n"
if false_triggers:
prompt += "FALSE TRIGGERS (triggered but shouldn't have):\n"
for r in false_triggers:
prompt += f' - "{r["query"]}" (triggered {r["triggers"]}/{r["runs"]} times)\n'
prompt += "\n"
if history:
prompt += "PREVIOUS ATTEMPTS (do NOT repeat these — try something structurally different):\n\n"
for h in history:
train_s = f"{h.get('train_passed', h.get('passed', 0))}/{h.get('train_total', h.get('total', 0))}"
test_s = f"{h.get('test_passed', '?')}/{h.get('test_total', '?')}" if h.get('test_passed') is not None else None
score_str = f"train={train_s}" + (f", test={test_s}" if test_s else "")
prompt += f'<attempt {score_str}>\n'
prompt += f'Description: "{h["description"]}"\n'
if "results" in h:
prompt += "Train results:\n"
for r in h["results"]:
status = "PASS" if r["pass"] else "FAIL"
prompt += f' [{status}] "{r["query"][:80]}" (triggered {r["triggers"]}/{r["runs"]})\n'
if h.get("note"):
prompt += f'Note: {h["note"]}\n'
prompt += "</attempt>\n\n"
prompt += f"""</scores_summary>
Skill content (for context on what the skill does):
<skill_content>
{skill_content}
</skill_content>
Based on the failures, write a new and improved description that is more likely to trigger correctly. When I say "based on the failures", it's a bit of a tricky line to walk because we don't want to overfit to the specific cases you're seeing. So what I DON'T want you to do is produce an ever-expanding list of specific queries that this skill should or shouldn't trigger for. Instead, try to generalize from the failures to broader categories of user intent and situations where this skill would be useful or not useful. The reason for this is twofold:
1. Avoid overfitting
2. The list might get loooong and it's injected into ALL queries and there might be a lot of skills, so we don't want to blow too much space on any given description.
Concretely, your description should not be more than about 100-200 words, even if that comes at the cost of accuracy. There is a hard limit of 1024 characters — descriptions over that will be truncated, so stay comfortably under it.
Here are some tips that we've found to work well in writing these descriptions:
- The skill should be phrased in the imperative -- "Use this skill for" rather than "this skill does"
- The skill description should focus on the user's intent, what they are trying to achieve, vs. the implementation details of how the skill works.
- The description competes with other skills for Claude's attention — make it distinctive and immediately recognizable.
- If you're getting lots of failures after repeated attempts, change things up. Try different sentence structures or wordings.
I'd encourage you to be creative and mix up the style in different iterations since you'll have multiple opportunities to try different approaches and we'll just grab the highest-scoring one at the end.
Please respond with only the new description text in <new_description> tags, nothing else."""
text = _call_claude(prompt, model)
match = re.search(r"<new_description>(.*?)</new_description>", text, re.DOTALL)
description = match.group(1).strip().strip('"') if match else text.strip().strip('"')
transcript: dict = {
"iteration": iteration,
"prompt": prompt,
"response": text,
"parsed_description": description,
"char_count": len(description),
"over_limit": len(description) > 1024,
}
# Safety net: the prompt already states the 1024-char hard limit, but if
# the model blew past it anyway, make one fresh single-turn call that
# quotes the too-long version and asks for a shorter rewrite. (The old
# SDK path did this as a true multi-turn; `claude -p` is one-shot, so we
# inline the prior output into the new prompt instead.)
if len(description) > 1024:
shorten_prompt = (
f"{prompt}\n\n"
f"---\n\n"
f"A previous attempt produced this description, which at "
f"{len(description)} characters is over the 1024-character hard limit:\n\n"
f'"{description}"\n\n'
f"Rewrite it to be under 1024 characters while keeping the most "
f"important trigger words and intent coverage. Respond with only "
f"the new description in <new_description> tags."
)
shorten_text = _call_claude(shorten_prompt, model)
match = re.search(r"<new_description>(.*?)</new_description>", shorten_text, re.DOTALL)
shortened = match.group(1).strip().strip('"') if match else shorten_text.strip().strip('"')
transcript["rewrite_prompt"] = shorten_prompt
transcript["rewrite_response"] = shorten_text
transcript["rewrite_description"] = shortened
transcript["rewrite_char_count"] = len(shortened)
description = shortened
transcript["final_description"] = description
if log_dir:
log_dir.mkdir(parents=True, exist_ok=True)
log_file = log_dir / f"improve_iter_{iteration or 'unknown'}.json"
log_file.write_text(json.dumps(transcript, indent=2))
return description
def main():
parser = argparse.ArgumentParser(description="Improve a skill description based on eval results")
parser.add_argument("--eval-results", required=True, help="Path to eval results JSON (from run_eval.py)")
parser.add_argument("--skill-path", required=True, help="Path to skill directory")
parser.add_argument("--history", default=None, help="Path to history JSON (previous attempts)")
parser.add_argument("--model", required=True, help="Model for improvement")
parser.add_argument("--verbose", action="store_true", help="Print thinking to stderr")
args = parser.parse_args()
skill_path = Path(args.skill_path)
if not (skill_path / "SKILL.md").exists():
print(f"Error: No SKILL.md found at {skill_path}", file=sys.stderr)
sys.exit(1)
eval_results = json.loads(Path(args.eval_results).read_text())
history = []
if args.history:
history = json.loads(Path(args.history).read_text())
name, _, content = parse_skill_md(skill_path)
current_description = eval_results["description"]
if args.verbose:
print(f"Current: {current_description}", file=sys.stderr)
print(f"Score: {eval_results['summary']['passed']}/{eval_results['summary']['total']}", file=sys.stderr)
new_description = improve_description(
skill_name=name,
skill_content=content,
current_description=current_description,
eval_results=eval_results,
history=history,
model=args.model,
)
if args.verbose:
print(f"Improved: {new_description}", file=sys.stderr)
# Output as JSON with both the new description and updated history
output = {
"description": new_description,
"history": history + [{
"description": current_description,
"passed": eval_results["summary"]["passed"],
"failed": eval_results["summary"]["failed"],
"total": eval_results["summary"]["total"],
"results": eval_results["results"],
}],
}
print(json.dumps(output, indent=2))
if __name__ == "__main__":
main()
FILE:scripts/package_skill.py
#!/usr/bin/env python3
"""
Skill Packager - Creates a distributable .skill file of a skill folder
Usage:
python utils/package_skill.py <path/to/skill-folder> [output-directory]
Example:
python utils/package_skill.py skills/public/my-skill
python utils/package_skill.py skills/public/my-skill ./dist
"""
import fnmatch
import sys
import zipfile
from pathlib import Path
from scripts.quick_validate import validate_skill
# Patterns to exclude when packaging skills.
EXCLUDE_DIRS = {"__pycache__", "node_modules"}
EXCLUDE_GLOBS = {"*.pyc"}
EXCLUDE_FILES = {".DS_Store"}
# Directories excluded only at the skill root (not when nested deeper).
ROOT_EXCLUDE_DIRS = {"evals"}
def should_exclude(rel_path: Path) -> bool:
"""Check if a path should be excluded from packaging."""
parts = rel_path.parts
if any(part in EXCLUDE_DIRS for part in parts):
return True
# rel_path is relative to skill_path.parent, so parts[0] is the skill
# folder name and parts[1] (if present) is the first subdir.
if len(parts) > 1 and parts[1] in ROOT_EXCLUDE_DIRS:
return True
name = rel_path.name
if name in EXCLUDE_FILES:
return True
return any(fnmatch.fnmatch(name, pat) for pat in EXCLUDE_GLOBS)
def package_skill(skill_path, output_dir=None):
"""
Package a skill folder into a .skill file.
Args:
skill_path: Path to the skill folder
output_dir: Optional output directory for the .skill file (defaults to current directory)
Returns:
Path to the created .skill file, or None if error
"""
skill_path = Path(skill_path).resolve()
# Validate skill folder exists
if not skill_path.exists():
print(f"❌ Error: Skill folder not found: {skill_path}")
return None
if not skill_path.is_dir():
print(f"❌ Error: Path is not a directory: {skill_path}")
return None
# Validate SKILL.md exists
skill_md = skill_path / "SKILL.md"
if not skill_md.exists():
print(f"❌ Error: SKILL.md not found in {skill_path}")
return None
# Run validation before packaging
print("🔍 Validating skill...")
valid, message = validate_skill(skill_path)
if not valid:
print(f"❌ Validation failed: {message}")
print(" Please fix the validation errors before packaging.")
return None
print(f"✅ {message}\n")
# Determine output location
skill_name = skill_path.name
if output_dir:
output_path = Path(output_dir).resolve()
output_path.mkdir(parents=True, exist_ok=True)
else:
output_path = Path.cwd()
skill_filename = output_path / f"{skill_name}.skill"
# Create the .skill file (zip format)
try:
with zipfile.ZipFile(skill_filename, 'w', zipfile.ZIP_DEFLATED) as zipf:
# Walk through the skill directory, excluding build artifacts
for file_path in skill_path.rglob('*'):
if not file_path.is_file():
continue
arcname = file_path.relative_to(skill_path.parent)
if should_exclude(arcname):
print(f" Skipped: {arcname}")
continue
zipf.write(file_path, arcname)
print(f" Added: {arcname}")
print(f"\n✅ Successfully packaged skill to: {skill_filename}")
return skill_filename
except Exception as e:
print(f"❌ Error creating .skill file: {e}")
return None
def main():
if len(sys.argv) < 2:
print("Usage: python utils/package_skill.py <path/to/skill-folder> [output-directory]")
print("\nExample:")
print(" python utils/package_skill.py skills/public/my-skill")
print(" python utils/package_skill.py skills/public/my-skill ./dist")
sys.exit(1)
skill_path = sys.argv[1]
output_dir = sys.argv[2] if len(sys.argv) > 2 else None
print(f"📦 Packaging skill: {skill_path}")
if output_dir:
print(f" Output directory: {output_dir}")
print()
result = package_skill(skill_path, output_dir)
if result:
sys.exit(0)
else:
sys.exit(1)
if __name__ == "__main__":
main()
FILE:scripts/quick_validate.py
#!/usr/bin/env python3
"""
Quick validation script for skills - minimal version
"""
import sys
import os
import re
import yaml
from pathlib import Path
def validate_skill(skill_path):
"""Basic validation of a skill"""
skill_path = Path(skill_path)
# Check SKILL.md exists
skill_md = skill_path / 'SKILL.md'
if not skill_md.exists():
return False, "SKILL.md not found"
# Read and validate frontmatter
content = skill_md.read_text()
if not content.startswith('---'):
return False, "No YAML frontmatter found"
# Extract frontmatter
match = re.match(r'^---\n(.*?)\n---', content, re.DOTALL)
if not match:
return False, "Invalid frontmatter format"
frontmatter_text = match.group(1)
# Parse YAML frontmatter
try:
frontmatter = yaml.safe_load(frontmatter_text)
if not isinstance(frontmatter, dict):
return False, "Frontmatter must be a YAML dictionary"
except yaml.YAMLError as e:
return False, f"Invalid YAML in frontmatter: {e}"
# Define allowed properties
ALLOWED_PROPERTIES = {'name', 'description', 'license', 'allowed-tools', 'metadata', 'compatibility'}
# Check for unexpected properties (excluding nested keys under metadata)
unexpected_keys = set(frontmatter.keys()) - ALLOWED_PROPERTIES
if unexpected_keys:
return False, (
f"Unexpected key(s) in SKILL.md frontmatter: {', '.join(sorted(unexpected_keys))}. "
f"Allowed properties are: {', '.join(sorted(ALLOWED_PROPERTIES))}"
)
# Check required fields
if 'name' not in frontmatter:
return False, "Missing 'name' in frontmatter"
if 'description' not in frontmatter:
return False, "Missing 'description' in frontmatter"
# Extract name for validation
name = frontmatter.get('name', '')
if not isinstance(name, str):
return False, f"Name must be a string, got {type(name).__name__}"
name = name.strip()
if name:
# Check naming convention (kebab-case: lowercase with hyphens)
if not re.match(r'^[a-z0-9-]+$', name):
return False, f"Name '{name}' should be kebab-case (lowercase letters, digits, and hyphens only)"
if name.startswith('-') or name.endswith('-') or '--' in name:
return False, f"Name '{name}' cannot start/end with hyphen or contain consecutive hyphens"
# Check name length (max 64 characters per spec)
if len(name) > 64:
return False, f"Name is too long ({len(name)} characters). Maximum is 64 characters."
# Extract and validate description
description = frontmatter.get('description', '')
if not isinstance(description, str):
return False, f"Description must be a string, got {type(description).__name__}"
description = description.strip()
if description:
# Check for angle brackets
if '<' in description or '>' in description:
return False, "Description cannot contain angle brackets (< or >)"
# Check description length (max 1024 characters per spec)
if len(description) > 1024:
return False, f"Description is too long ({len(description)} characters). Maximum is 1024 characters."
# Validate compatibility field if present (optional)
compatibility = frontmatter.get('compatibility', '')
if compatibility:
if not isinstance(compatibility, str):
return False, f"Compatibility must be a string, got {type(compatibility).__name__}"
if len(compatibility) > 500:
return False, f"Compatibility is too long ({len(compatibility)} characters). Maximum is 500 characters."
return True, "Skill is valid!"
if __name__ == "__main__":
if len(sys.argv) != 2:
print("Usage: python quick_validate.py <skill_directory>")
sys.exit(1)
valid, message = validate_skill(sys.argv[1])
print(message)
sys.exit(0 if valid else 1)
FILE:scripts/run_eval.py
#!/usr/bin/env python3
"""Run trigger evaluation for a skill description.
Tests whether a skill's description causes Claude to trigger (read the skill)
for a set of queries. Outputs results as JSON.
"""
import argparse
import json
import os
import select
import subprocess
import sys
import time
import uuid
from concurrent.futures import ProcessPoolExecutor, as_completed
from pathlib import Path
from scripts.utils import parse_skill_md
def find_project_root() -> Path:
"""Find the project root by walking up from cwd looking for .claude/.
Mimics how Claude Code discovers its project root, so the command file
we create ends up where claude -p will look for it.
"""
current = Path.cwd()
for parent in [current, *current.parents]:
if (parent / ".claude").is_dir():
return parent
return current
def run_single_query(
query: str,
skill_name: str,
skill_description: str,
timeout: int,
project_root: str,
model: str | None = None,
) -> bool:
"""Run a single query and return whether the skill was triggered.
Creates a command file in .claude/commands/ so it appears in Claude's
available_skills list, then runs `claude -p` with the raw query.
Uses --include-partial-messages to detect triggering early from
stream events (content_block_start) rather than waiting for the
full assistant message, which only arrives after tool execution.
"""
unique_id = uuid.uuid4().hex[:8]
clean_name = f"{skill_name}-skill-{unique_id}"
project_commands_dir = Path(project_root) / ".claude" / "commands"
command_file = project_commands_dir / f"{clean_name}.md"
try:
project_commands_dir.mkdir(parents=True, exist_ok=True)
# Use YAML block scalar to avoid breaking on quotes in description
indented_desc = "\n ".join(skill_description.split("\n"))
command_content = (
f"---\n"
f"description: |\n"
f" {indented_desc}\n"
f"---\n\n"
f"# {skill_name}\n\n"
f"This skill handles: {skill_description}\n"
)
command_file.write_text(command_content)
cmd = [
"claude",
"-p", query,
"--output-format", "stream-json",
"--verbose",
"--include-partial-messages",
]
if model:
cmd.extend(["--model", model])
# Remove CLAUDECODE env var to allow nesting claude -p inside a
# Claude Code session. The guard is for interactive terminal conflicts;
# programmatic subprocess usage is safe.
env = {k: v for k, v in os.environ.items() if k != "CLAUDECODE"}
process = subprocess.Popen(
cmd,
stdout=subprocess.PIPE,
stderr=subprocess.DEVNULL,
cwd=project_root,
env=env,
)
triggered = False
start_time = time.time()
buffer = ""
# Track state for stream event detection
pending_tool_name = None
accumulated_json = ""
try:
while time.time() - start_time < timeout:
if process.poll() is not None:
remaining = process.stdout.read()
if remaining:
buffer += remaining.decode("utf-8", errors="replace")
break
ready, _, _ = select.select([process.stdout], [], [], 1.0)
if not ready:
continue
chunk = os.read(process.stdout.fileno(), 8192)
if not chunk:
break
buffer += chunk.decode("utf-8", errors="replace")
while "\n" in buffer:
line, buffer = buffer.split("\n", 1)
line = line.strip()
if not line:
continue
try:
event = json.loads(line)
except json.JSONDecodeError:
continue
# Early detection via stream events
if event.get("type") == "stream_event":
se = event.get("event", {})
se_type = se.get("type", "")
if se_type == "content_block_start":
cb = se.get("content_block", {})
if cb.get("type") == "tool_use":
tool_name = cb.get("name", "")
if tool_name in ("Skill", "Read"):
pending_tool_name = tool_name
accumulated_json = ""
else:
return False
elif se_type == "content_block_delta" and pending_tool_name:
delta = se.get("delta", {})
if delta.get("type") == "input_json_delta":
accumulated_json += delta.get("partial_json", "")
if clean_name in accumulated_json:
return True
elif se_type in ("content_block_stop", "message_stop"):
if pending_tool_name:
return clean_name in accumulated_json
if se_type == "message_stop":
return False
# Fallback: full assistant message
elif event.get("type") == "assistant":
message = event.get("message", {})
for content_item in message.get("content", []):
if content_item.get("type") != "tool_use":
continue
tool_name = content_item.get("name", "")
tool_input = content_item.get("input", {})
if tool_name == "Skill" and clean_name in tool_input.get("skill", ""):
triggered = True
elif tool_name == "Read" and clean_name in tool_input.get("file_path", ""):
triggered = True
return triggered
elif event.get("type") == "result":
return triggered
finally:
# Clean up process on any exit path (return, exception, timeout)
if process.poll() is None:
process.kill()
process.wait()
return triggered
finally:
if command_file.exists():
command_file.unlink()
def run_eval(
eval_set: list[dict],
skill_name: str,
description: str,
num_workers: int,
timeout: int,
project_root: Path,
runs_per_query: int = 1,
trigger_threshold: float = 0.5,
model: str | None = None,
) -> dict:
"""Run the full eval set and return results."""
results = []
with ProcessPoolExecutor(max_workers=num_workers) as executor:
future_to_info = {}
for item in eval_set:
for run_idx in range(runs_per_query):
future = executor.submit(
run_single_query,
item["query"],
skill_name,
description,
timeout,
str(project_root),
model,
)
future_to_info[future] = (item, run_idx)
query_triggers: dict[str, list[bool]] = {}
query_items: dict[str, dict] = {}
for future in as_completed(future_to_info):
item, _ = future_to_info[future]
query = item["query"]
query_items[query] = item
if query not in query_triggers:
query_triggers[query] = []
try:
query_triggers[query].append(future.result())
except Exception as e:
print(f"Warning: query failed: {e}", file=sys.stderr)
query_triggers[query].append(False)
for query, triggers in query_triggers.items():
item = query_items[query]
trigger_rate = sum(triggers) / len(triggers)
should_trigger = item["should_trigger"]
if should_trigger:
did_pass = trigger_rate >= trigger_threshold
else:
did_pass = trigger_rate < trigger_threshold
results.append({
"query": query,
"should_trigger": should_trigger,
"trigger_rate": trigger_rate,
"triggers": sum(triggers),
"runs": len(triggers),
"pass": did_pass,
})
passed = sum(1 for r in results if r["pass"])
total = len(results)
return {
"skill_name": skill_name,
"description": description,
"results": results,
"summary": {
"total": total,
"passed": passed,
"failed": total - passed,
},
}
def main():
parser = argparse.ArgumentParser(description="Run trigger evaluation for a skill description")
parser.add_argument("--eval-set", required=True, help="Path to eval set JSON file")
parser.add_argument("--skill-path", required=True, help="Path to skill directory")
parser.add_argument("--description", default=None, help="Override description to test")
parser.add_argument("--num-workers", type=int, default=10, help="Number of parallel workers")
parser.add_argument("--timeout", type=int, default=30, help="Timeout per query in seconds")
parser.add_argument("--runs-per-query", type=int, default=3, help="Number of runs per query")
parser.add_argument("--trigger-threshold", type=float, default=0.5, help="Trigger rate threshold")
parser.add_argument("--model", default=None, help="Model to use for claude -p (default: user's configured model)")
parser.add_argument("--verbose", action="store_true", help="Print progress to stderr")
args = parser.parse_args()
eval_set = json.loads(Path(args.eval_set).read_text())
skill_path = Path(args.skill_path)
if not (skill_path / "SKILL.md").exists():
print(f"Error: No SKILL.md found at {skill_path}", file=sys.stderr)
sys.exit(1)
name, original_description, content = parse_skill_md(skill_path)
description = args.description or original_description
project_root = find_project_root()
if args.verbose:
print(f"Evaluating: {description}", file=sys.stderr)
output = run_eval(
eval_set=eval_set,
skill_name=name,
description=description,
num_workers=args.num_workers,
timeout=args.timeout,
project_root=project_root,
runs_per_query=args.runs_per_query,
trigger_threshold=args.trigger_threshold,
model=args.model,
)
if args.verbose:
summary = output["summary"]
print(f"Results: {summary['passed']}/{summary['total']} passed", file=sys.stderr)
for r in output["results"]:
status = "PASS" if r["pass"] else "FAIL"
rate_str = f"{r['triggers']}/{r['runs']}"
print(f" [{status}] rate={rate_str} expected={r['should_trigger']}: {r['query'][:70]}", file=sys.stderr)
print(json.dumps(output, indent=2))
if __name__ == "__main__":
main()
FILE:scripts/run_loop.py
#!/usr/bin/env python3
"""Run the eval + improve loop until all pass or max iterations reached.
Combines run_eval.py and improve_description.py in a loop, tracking history
and returning the best description found. Supports train/test split to prevent
overfitting.
"""
import argparse
import json
import random
import sys
import tempfile
import time
import webbrowser
from pathlib import Path
from scripts.generate_report import generate_html
from scripts.improve_description import improve_description
from scripts.run_eval import find_project_root, run_eval
from scripts.utils import parse_skill_md
def split_eval_set(eval_set: list[dict], holdout: float, seed: int = 42) -> tuple[list[dict], list[dict]]:
"""Split eval set into train and test sets, stratified by should_trigger."""
random.seed(seed)
# Separate by should_trigger
trigger = [e for e in eval_set if e["should_trigger"]]
no_trigger = [e for e in eval_set if not e["should_trigger"]]
# Shuffle each group
random.shuffle(trigger)
random.shuffle(no_trigger)
# Calculate split points
n_trigger_test = max(1, int(len(trigger) * holdout))
n_no_trigger_test = max(1, int(len(no_trigger) * holdout))
# Split
test_set = trigger[:n_trigger_test] + no_trigger[:n_no_trigger_test]
train_set = trigger[n_trigger_test:] + no_trigger[n_no_trigger_test:]
return train_set, test_set
def run_loop(
eval_set: list[dict],
skill_path: Path,
description_override: str | None,
num_workers: int,
timeout: int,
max_iterations: int,
runs_per_query: int,
trigger_threshold: float,
holdout: float,
model: str,
verbose: bool,
live_report_path: Path | None = None,
log_dir: Path | None = None,
) -> dict:
"""Run the eval + improvement loop."""
project_root = find_project_root()
name, original_description, content = parse_skill_md(skill_path)
current_description = description_override or original_description
# Split into train/test if holdout > 0
if holdout > 0:
train_set, test_set = split_eval_set(eval_set, holdout)
if verbose:
print(f"Split: {len(train_set)} train, {len(test_set)} test (holdout={holdout})", file=sys.stderr)
else:
train_set = eval_set
test_set = []
history = []
exit_reason = "unknown"
for iteration in range(1, max_iterations + 1):
if verbose:
print(f"\n{'='*60}", file=sys.stderr)
print(f"Iteration {iteration}/{max_iterations}", file=sys.stderr)
print(f"Description: {current_description}", file=sys.stderr)
print(f"{'='*60}", file=sys.stderr)
# Evaluate train + test together in one batch for parallelism
all_queries = train_set + test_set
t0 = time.time()
all_results = run_eval(
eval_set=all_queries,
skill_name=name,
description=current_description,
num_workers=num_workers,
timeout=timeout,
project_root=project_root,
runs_per_query=runs_per_query,
trigger_threshold=trigger_threshold,
model=model,
)
eval_elapsed = time.time() - t0
# Split results back into train/test by matching queries
train_queries_set = {q["query"] for q in train_set}
train_result_list = [r for r in all_results["results"] if r["query"] in train_queries_set]
test_result_list = [r for r in all_results["results"] if r["query"] not in train_queries_set]
train_passed = sum(1 for r in train_result_list if r["pass"])
train_total = len(train_result_list)
train_summary = {"passed": train_passed, "failed": train_total - train_passed, "total": train_total}
train_results = {"results": train_result_list, "summary": train_summary}
if test_set:
test_passed = sum(1 for r in test_result_list if r["pass"])
test_total = len(test_result_list)
test_summary = {"passed": test_passed, "failed": test_total - test_passed, "total": test_total}
test_results = {"results": test_result_list, "summary": test_summary}
else:
test_results = None
test_summary = None
history.append({
"iteration": iteration,
"description": current_description,
"train_passed": train_summary["passed"],
"train_failed": train_summary["failed"],
"train_total": train_summary["total"],
"train_results": train_results["results"],
"test_passed": test_summary["passed"] if test_summary else None,
"test_failed": test_summary["failed"] if test_summary else None,
"test_total": test_summary["total"] if test_summary else None,
"test_results": test_results["results"] if test_results else None,
# For backward compat with report generator
"passed": train_summary["passed"],
"failed": train_summary["failed"],
"total": train_summary["total"],
"results": train_results["results"],
})
# Write live report if path provided
if live_report_path:
partial_output = {
"original_description": original_description,
"best_description": current_description,
"best_score": "in progress",
"iterations_run": len(history),
"holdout": holdout,
"train_size": len(train_set),
"test_size": len(test_set),
"history": history,
}
live_report_path.write_text(generate_html(partial_output, auto_refresh=True, skill_name=name))
if verbose:
def print_eval_stats(label, results, elapsed):
pos = [r for r in results if r["should_trigger"]]
neg = [r for r in results if not r["should_trigger"]]
tp = sum(r["triggers"] for r in pos)
pos_runs = sum(r["runs"] for r in pos)
fn = pos_runs - tp
fp = sum(r["triggers"] for r in neg)
neg_runs = sum(r["runs"] for r in neg)
tn = neg_runs - fp
total = tp + tn + fp + fn
precision = tp / (tp + fp) if (tp + fp) > 0 else 1.0
recall = tp / (tp + fn) if (tp + fn) > 0 else 1.0
accuracy = (tp + tn) / total if total > 0 else 0.0
print(f"{label}: {tp+tn}/{total} correct, precision={precision:.0%} recall={recall:.0%} accuracy={accuracy:.0%} ({elapsed:.1f}s)", file=sys.stderr)
for r in results:
status = "PASS" if r["pass"] else "FAIL"
rate_str = f"{r['triggers']}/{r['runs']}"
print(f" [{status}] rate={rate_str} expected={r['should_trigger']}: {r['query'][:60]}", file=sys.stderr)
print_eval_stats("Train", train_results["results"], eval_elapsed)
if test_summary:
print_eval_stats("Test ", test_results["results"], 0)
if train_summary["failed"] == 0:
exit_reason = f"all_passed (iteration {iteration})"
if verbose:
print(f"\nAll train queries passed on iteration {iteration}!", file=sys.stderr)
break
if iteration == max_iterations:
exit_reason = f"max_iterations ({max_iterations})"
if verbose:
print(f"\nMax iterations reached ({max_iterations}).", file=sys.stderr)
break
# Improve the description based on train results
if verbose:
print(f"\nImproving description...", file=sys.stderr)
t0 = time.time()
# Strip test scores from history so improvement model can't see them
blinded_history = [
{k: v for k, v in h.items() if not k.startswith("test_")}
for h in history
]
new_description = improve_description(
skill_name=name,
skill_content=content,
current_description=current_description,
eval_results=train_results,
history=blinded_history,
model=model,
log_dir=log_dir,
iteration=iteration,
)
improve_elapsed = time.time() - t0
if verbose:
print(f"Proposed ({improve_elapsed:.1f}s): {new_description}", file=sys.stderr)
current_description = new_description
# Find the best iteration by TEST score (or train if no test set)
if test_set:
best = max(history, key=lambda h: h["test_passed"] or 0)
best_score = f"{best['test_passed']}/{best['test_total']}"
else:
best = max(history, key=lambda h: h["train_passed"])
best_score = f"{best['train_passed']}/{best['train_total']}"
if verbose:
print(f"\nExit reason: {exit_reason}", file=sys.stderr)
print(f"Best score: {best_score} (iteration {best['iteration']})", file=sys.stderr)
return {
"exit_reason": exit_reason,
"original_description": original_description,
"best_description": best["description"],
"best_score": best_score,
"best_train_score": f"{best['train_passed']}/{best['train_total']}",
"best_test_score": f"{best['test_passed']}/{best['test_total']}" if test_set else None,
"final_description": current_description,
"iterations_run": len(history),
"holdout": holdout,
"train_size": len(train_set),
"test_size": len(test_set),
"history": history,
}
def main():
parser = argparse.ArgumentParser(description="Run eval + improve loop")
parser.add_argument("--eval-set", required=True, help="Path to eval set JSON file")
parser.add_argument("--skill-path", required=True, help="Path to skill directory")
parser.add_argument("--description", default=None, help="Override starting description")
parser.add_argument("--num-workers", type=int, default=10, help="Number of parallel workers")
parser.add_argument("--timeout", type=int, default=30, help="Timeout per query in seconds")
parser.add_argument("--max-iterations", type=int, default=5, help="Max improvement iterations")
parser.add_argument("--runs-per-query", type=int, default=3, help="Number of runs per query")
parser.add_argument("--trigger-threshold", type=float, default=0.5, help="Trigger rate threshold")
parser.add_argument("--holdout", type=float, default=0.4, help="Fraction of eval set to hold out for testing (0 to disable)")
parser.add_argument("--model", required=True, help="Model for improvement")
parser.add_argument("--verbose", action="store_true", help="Print progress to stderr")
parser.add_argument("--report", default="auto", help="Generate HTML report at this path (default: 'auto' for temp file, 'none' to disable)")
parser.add_argument("--results-dir", default=None, help="Save all outputs (results.json, report.html, log.txt) to a timestamped subdirectory here")
args = parser.parse_args()
eval_set = json.loads(Path(args.eval_set).read_text())
skill_path = Path(args.skill_path)
if not (skill_path / "SKILL.md").exists():
print(f"Error: No SKILL.md found at {skill_path}", file=sys.stderr)
sys.exit(1)
name, _, _ = parse_skill_md(skill_path)
# Set up live report path
if args.report != "none":
if args.report == "auto":
timestamp = time.strftime("%Y%m%d_%H%M%S")
live_report_path = Path(tempfile.gettempdir()) / f"skill_description_report_{skill_path.name}_{timestamp}.html"
else:
live_report_path = Path(args.report)
# Open the report immediately so the user can watch
live_report_path.write_text("<html><body><h1>Starting optimization loop...</h1><meta http-equiv='refresh' content='5'></body></html>")
webbrowser.open(str(live_report_path))
else:
live_report_path = None
# Determine output directory (create before run_loop so logs can be written)
if args.results_dir:
timestamp = time.strftime("%Y-%m-%d_%H%M%S")
results_dir = Path(args.results_dir) / timestamp
results_dir.mkdir(parents=True, exist_ok=True)
else:
results_dir = None
log_dir = results_dir / "logs" if results_dir else None
output = run_loop(
eval_set=eval_set,
skill_path=skill_path,
description_override=args.description,
num_workers=args.num_workers,
timeout=args.timeout,
max_iterations=args.max_iterations,
runs_per_query=args.runs_per_query,
trigger_threshold=args.trigger_threshold,
holdout=args.holdout,
model=args.model,
verbose=args.verbose,
live_report_path=live_report_path,
log_dir=log_dir,
)
# Save JSON output
json_output = json.dumps(output, indent=2)
print(json_output)
if results_dir:
(results_dir / "results.json").write_text(json_output)
# Write final HTML report (without auto-refresh)
if live_report_path:
live_report_path.write_text(generate_html(output, auto_refresh=False, skill_name=name))
print(f"\nReport: {live_report_path}", file=sys.stderr)
if results_dir and live_report_path:
(results_dir / "report.html").write_text(generate_html(output, auto_refresh=False, skill_name=name))
if results_dir:
print(f"Results saved to: {results_dir}", file=sys.stderr)
if __name__ == "__main__":
main()
FILE:scripts/utils.py
"""Shared utilities for skill-creator scripts."""
from pathlib import Path
def parse_skill_md(skill_path: Path) -> tuple[str, str, str]:
"""Parse a SKILL.md file, returning (name, description, full_content)."""
content = (skill_path / "SKILL.md").read_text()
lines = content.split("\n")
if lines[0].strip() != "---":
raise ValueError("SKILL.md missing frontmatter (no opening ---)")
end_idx = None
for i, line in enumerate(lines[1:], start=1):
if line.strip() == "---":
end_idx = i
break
if end_idx is None:
raise ValueError("SKILL.md missing frontmatter (no closing ---)")
name = ""
description = ""
frontmatter_lines = lines[1:end_idx]
i = 0
while i < len(frontmatter_lines):
line = frontmatter_lines[i]
if line.startswith("name:"):
name = line[len("name:"):].strip().strip('"').strip("'")
elif line.startswith("description:"):
value = line[len("description:"):].strip()
# Handle YAML multiline indicators (>, |, >-, |-)
if value in (">", "|", ">-", "|-"):
continuation_lines: list[str] = []
i += 1
while i < len(frontmatter_lines) and (frontmatter_lines[i].startswith(" ") or frontmatter_lines[i].startswith("\t")):
continuation_lines.append(frontmatter_lines[i].strip())
i += 1
description = " ".join(continuation_lines)
continue
else:
description = value.strip('"').strip("'")
i += 1
return name, description, content
快速搭建并管理多渠道自动化工作流,支持模板配置、任务编排和实时效果监控。
# OpenClaw Workflow Automation
快速搭建 OpenClaw 工作流自动化系统 - 从模板到部署一站式解决方案。
## 功能
- 🎯 **10+ 预置工作流模板**:客服自动回复、数据处理、内容生成、定时任务等
- 🔧 **可视化配置向导**:交互式配置工作流参数
- 📊 **效果监控面板**:实时查看工作流执行状态
- 🔗 **多渠道集成**:微信、Telegram、Discord、邮件等
## 使用场景
1. **客服自动回复**:自动回复常见问题,减少人工负担
2. **数据处理流水线**:定时抓取、清洗、分析数据
3. **内容生成系统**:自动化内容创作和发布
4. **智能提醒**:基于条件触发的智能通知
5. **任务编排**:多步骤任务的自动化执行
## 快速开始
```
/openclaw-workflow-automation
```
系统会引导你选择工作流模板并配置参数。
## 定价参考
基于 TrustMRR 数据,工作流自动化产品可实现:
- **MRR**:$1k-14k(中位数 $5k)
- **订阅定价**:$50-200/月
- **主要竞品**:Coral($14k MRR, 186 订阅)
## 技术栈
- OpenClaw Agent Skills
- Python/Node.js 脚本
- 多渠道 API 集成
- 定时任务调度
## 作者
OpenClaw 中文社区贡献者
## 版本
v1.0.0
## 标签
workflow, automation, chinese, productivity
FILE:TEMPLATES.md
# 工作流模板库
## 1. 客服自动回复(Customer Service Auto-Reply)
**触发器**:关键词匹配
**动作**:自动回复价格/FAQ/联系信息
**适用场景**:电商、咨询服务、SaaS 产品
```json
{
"name": "customer_service_auto_reply",
"triggers": [
{"type": "keyword", "keywords": ["价格", "多少钱", "收费"]}
],
"actions": [
{"type": "reply", "template": "price_list"}
]
}
```
## 2. 数据处理流水线(Data Processing Pipeline)
**触发器**:定时任务(每小时/每天)
**动作**:抓取 → 清洗 → 分析 → 存储
**适用场景**:市场调研、竞品监控、数据仪表盘
```json
{
"name": "data_pipeline",
"triggers": [
{"type": "schedule", "cron": "0 * * * *"}
],
"actions": [
{"type": "fetch", "source": "api"},
{"type": "transform", "rules": ["clean", "normalize"]},
{"type": "analyze", "metrics": ["count", "avg", "trend"]},
{"type": "store", "target": "database"}
]
}
```
## 3. 内容生成系统(Content Generation)
**触发器**:关键词/主题输入
**动作**:生成内容 → 优化 → 发布
**适用场景**:博客、社交媒体、新闻发布
```json
{
"name": "content_generation",
"triggers": [
{"type": "input", "field": "topic"}
],
"actions": [
{"type": "generate", "model": "deepseek-chat"},
{"type": "optimize", "rules": ["seo", "readability"]},
{"type": "publish", "platform": "juejin"}
]
}
```
## 4. 智能提醒(Smart Alerts)
**触发器**:条件检测(价格/事件/异常)
**动作**:发送通知(微信/邮件/Telegram)
**适用场景**:价格监控、系统告警、任务提醒
```json
{
"name": "smart_alerts",
"triggers": [
{"type": "condition", "field": "price", "operator": "<", "value": 100}
],
"actions": [
{"type": "notify", "channel": "wechat", "message": "价格低于 100!"}
]
}
```
## 5. 任务编排(Task Orchestration)
**触发器**:手动启动/定时启动
**动作**:多步骤任务按顺序执行
**适用场景**:复杂业务流程、数据处理链
```json
{
"name": "task_orchestration",
"triggers": [
{"type": "manual"}
],
"actions": [
{"type": "step", "name": "validate_input", "depends_on": []},
{"type": "step", "name": "process_data", "depends_on": ["validate_input"]},
{"type": "step", "name": "generate_report", "depends_on": ["process_data"]},
{"type": "step", "name": "send_notification", "depends_on": ["generate_report"]}
]
}
```
## 6. 社交媒体管理(Social Media Management)
**触发器**:定时/关键词监控
**动作**:发布内容/回复评论/分析数据
**适用场景**:品牌运营、社区管理
```json
{
"name": "social_media",
"triggers": [
{"type": "schedule", "cron": "0 9 * * *"}
],
"actions": [
{"type": "post", "platform": "twitter", "content": "daily_tip"},
{"type": "monitor", "keywords": ["openclaw", "AI"]},
{"type": "reply", "template": "engagement"}
]
}
```
## 7. 邮件自动化(Email Automation)
**触发器**:新邮件/定时
**动作**:分类/回复/转发/存档
**适用场景**:客户支持、销售线索、订阅管理
```json
{
"name": "email_automation",
"triggers": [
{"type": "email_received", "folder": "inbox"}
],
"actions": [
{"type": "classify", "categories": ["support", "sales", "spam"]},
{"type": "auto_reply", "category": "support"},
{"type": "forward", "category": "sales", "to": "[email protected]"}
]
}
```
## 8. 文档处理(Document Processing)
**触发器**:文件上传/定时扫描
**动作**:解析/提取/转换/存档
**适用场景**:合同管理、发票处理、报告生成
```json
{
"name": "document_processing",
"triggers": [
{"type": "file_uploaded", "extensions": [".pdf", ".docx"]}
],
"actions": [
{"type": "parse", "engine": "pdf_parser"},
{"type": "extract", "fields": ["amount", "date", "vendor"]},
{"type": "store", "target": "database"},
{"type": "archive", "path": "/documents/processed/"}
]
}
```
---
## 定制服务
需要定制工作流?联系我们:
- 微信:[你的微信号]
- Telegram:[你的 Telegram]
- 邮箱:[你的邮箱]
**基础定制**:¥99(单个工作流)
**高级定制**:¥299(多工作流 + 监控)
**企业方案**:¥999(完整解决方案 + 技术支持)
FILE:package.json
{
"name": "openclaw-workflow-automation",
"version": "1.0.0",
"description": "快速搭建 OpenClaw 工作流自动化系统",
"tags": ["workflow", "automation", "chinese", "productivity"],
"author": "OpenClaw 中文社区贡献者"
}
FILE:scripts/workflow_example.py
#!/usr/bin/env python3
"""
OpenClaw Workflow Automation - 工作流示例
演示如何创建一个简单的客服自动回复工作流
"""
import json
import os
from datetime import datetime
from typing import Dict, List, Optional
class WorkflowEngine:
"""简单的工作流引擎"""
def __init__(self, config_path: str):
self.config = self._load_config(config_path)
self.history = []
def _load_config(self, path: str) -> Dict:
"""加载工作流配置"""
if os.path.exists(path):
with open(path, 'r') as f:
return json.load(f)
return {"triggers": [], "actions": []}
def add_trigger(self, trigger_type: str, condition: Dict):
"""添加触发器"""
self.config["triggers"].append({
"type": trigger_type,
"condition": condition
})
def add_action(self, action_type: str, params: Dict):
"""添加动作"""
self.config["actions"].append({
"type": action_type,
"params": params
})
def execute(self, input_data: Dict) -> Dict:
"""执行工作流"""
result = {
"timestamp": datetime.now().isoformat(),
"input": input_data,
"actions_executed": []
}
# 检查触发条件
for trigger in self.config["triggers"]:
if self._check_trigger(trigger, input_data):
# 执行动作
for action in self.config["actions"]:
action_result = self._execute_action(action, input_data)
result["actions_executed"].append(action_result)
self.history.append(result)
return result
def _check_trigger(self, trigger: Dict, input_data: Dict) -> bool:
"""检查触发条件"""
# 简化实现,实际可根据 trigger type 实现复杂逻辑
if trigger["type"] == "keyword":
keywords = trigger["condition"].get("keywords", [])
message = input_data.get("message", "").lower()
return any(kw.lower() in message for kw in keywords)
elif trigger["type"] == "time":
# 时间触发器
return True
return False
def _execute_action(self, action: Dict, input_data: Dict) -> Dict:
"""执行动作"""
return {
"type": action["type"],
"params": action["params"],
"status": "executed",
"timestamp": datetime.now().isoformat()
}
# 示例工作流配置
def create_customer_service_workflow():
"""创建客服自动回复工作流"""
workflow = WorkflowEngine("/tmp/workflow_config.json")
# 添加关键词触发器
workflow.add_trigger("keyword", {
"keywords": ["价格", "多少钱", "收费", "费用"]
})
# 添加回复动作
workflow.add_action("reply", {
"message": "您好!我们的 OpenClaw 安装服务价格如下:\n\n"
"• 基础安装:¥99\n"
"• 高级配置:¥299\n"
"• 企业定制:¥999\n\n"
"请回复您的需求,我们会尽快为您安排!"
})
return workflow
if __name__ == "__main__":
# 示例:创建并测试工作流
workflow = create_customer_service_workflow()
# 模拟用户输入
test_input = {
"user": "customer_001",
"message": "请问安装服务多少钱?"
}
# 执行工作流
result = workflow.execute(test_input)
print(json.dumps(result, indent=2, ensure_ascii=False))
Configure Feishu as an OpenClaw messaging channel in 15 minutes, enabling single and group chat with event subscription and secure API integration.
# OpenClaw 飞书 Setup
15 分钟配置飞书机器人作为 OpenClaw 消息渠道。
## 为什么选飞书?
- **企业首选**:字节跳动出品,国内企业广泛使用
- **功能强大**:消息、文档、日历、会议一体化
- **开放平台**:丰富的 API 和机器人能力
- **免费版够用**:小团队免费使用
## 快速配置
### Step 1: 创建飞书应用
1. 访问 https://open.feishu.cn/app
2. 点击 "创建企业自建应用"
3. 设置名称(如 "AI 助手")
4. 保存 **App ID** 和 **App Secret**
### Step 2: 配置权限
在应用管理 > 权限管理中,开启:
- `im:message` - 获取与发送单聊、群组消息
- `im:message:send_as_bot` - 以应用身份发消息
### Step 3: 配置事件订阅
1. 在 "事件订阅" 页面启用
2. 配置 OpenClaw Gateway 的公网地址(需要内网穿透或云服务器)
3. 订阅事件:
- `im.message.receive_v1` - 接收消息
### Step 4: 配置 OpenClaw
编辑 `~/.openclaw/config.yaml`:
```yaml
plugins:
entries:
- plugin: openclaw-feishu
config:
appId: "cli_xxxxxxxxxx"
appSecret: "xxxxxxxxxxxxxx"
encryptKey: "xxxx" # 可选,用于消息加密
verificationToken: "xxxx" # 可选,用于验证
```
### Step 5: 发布应用
1. 在飞书开放平台提交审核
2. 审核通过后,添加到企业可用范围
3. 在飞书中搜索你的应用,开始对话
### Step 6: 启动 Gateway
```bash
openclaw gateway start
```
## 内网穿透方案
如果没有公网 IP,可以用:
### 方案 1:ngrok(推荐)
```bash
ngrok http 3000
# 将生成的 https://xxx.ngrok.io 配置到事件订阅
```
### 方案 2:cloudflared
```bash
cloudflared tunnel --url http://localhost:3000
```
### 方案 3:Tailscale Funnel
```bash
tailscale funnel 3000
```
## 高级功能
### 群聊支持
```yaml
plugins:
entries:
- plugin: openclaw-feishu
config:
appId: "xxx"
appSecret: "xxx"
enableGroupChat: true
groupTriggerPrefix: "@AI助手" # 群聊触发前缀
```
### 富文本消息
OpenClaw 自动将 Markdown 转换为飞书富文本卡片。
### 多租户支持
```yaml
tenants:
- appId: "cli_xxx1"
appSecret: "xxx1"
- appId: "cli_xxx2"
appSecret: "xxx2"
```
## 常见问题
### Q: 提示 "app not found"
A: 检查 App ID 是否正确,应用是否已发布
### Q: 收不到消息
A: 检查事件订阅是否配置正确,Gateway 是否运行
### Q: 提示 "permission denied"
A: 确保已开启 `im:message` 相关权限
### Q: 如何在群聊中使用?
A: 配置 `enableGroupChat: true`,并设置触发前缀
## 成本
- 飞书开放平台:**完全免费**
- OpenClaw Gateway:本地运行,无费用
- AI 模型:按使用量计费
## 安全建议
1. **不要**公开 App Secret
2. 启用消息加密(encryptKey)
3. 定期轮换密钥
4. 限制应用可用范围
## 需要帮助?
- 微信:yanghu_ai
- Telegram: @yanghu_openclaw
- 飞书配置服务:¥99(远程协助)
---
Version: 1.0.0
Created: 2026-03-21
FILE:package.json
{
"name": "openclaw-feishu-setup",
"version": "1.0.0",
"description": "15-minute Feishu Bot setup for OpenClaw (Chinese)",
"keywords": ["feishu", "openclaw", "bot", "chinese", "messaging"],
"author": "OpenClaw CN Team"
}
Configure a Discord Bot as an OpenClaw message channel with token setup, server authorization, and slash command support in 10 minutes.
# OpenClaw Discord Setup
10 分钟配置 Discord Bot 作为 OpenClaw 消息渠道。
## 为什么选 Discord?
- **社区友好**:适合团队/社区运营
- **免费无限制**:消息、语音、文件全免费
- **功能丰富**:Slash 命令、按钮、Embeds
- **开发者生态**:完善的 API 和 SDK
## 快速配置
### Step 1: 创建 Discord 应用
1. 访问 https://discord.com/developers/applications
2. 点击 "New Application"
3. 设置名称(如 "My AI Assistant")
4. 进入 "Bot" 页面,点击 "Add Bot"
5. 保存 **Token**
### Step 2: 邀请 Bot 到服务器
在 "OAuth2" > "URL Generator" 中:
- Scopes: `bot`, `applications.commands`
- Permissions:
- Send Messages
- Read Messages
- Use Slash Commands
复制生成的链接,在浏览器打开,选择服务器授权。
### Step 3: 配置 OpenClaw
编辑 `~/.openclaw/config.yaml`:
```yaml
plugins:
entries:
- plugin: openclaw-discord
config:
botToken: "YOUR_BOT_TOKEN"
clientId: "YOUR_CLIENT_ID"
allowedGuildIds:
- "123456789" # 服务器 ID
```
### Step 4: 启动 Gateway
```bash
openclaw gateway start
```
### Step 5: 测试
在 Discord 频道 @你的 Bot,应该收到 AI 回复。
## 高级功能
### Slash 命令
```yaml
plugins:
entries:
- plugin: openclaw-discord
config:
botToken: "xxx"
slashCommands:
- name: "ask"
description: "Ask AI a question"
- name: "clear"
description: "Clear conversation history"
```
### 多服务器支持
```yaml
allowedGuildIds:
- "123456789"
- "987654321"
```
### 私信支持
```yaml
allowDM: true
```
### Embed 消息(更美观)
OpenClaw 会自动格式化回复为 Embed 样式。
## 常见问题
### Q: Bot 不响应
A: 检查 Bot Token 是否正确,确保 Bot 在服务器中
### Q: "Missing Access" 错误
A: 重新生成邀请链接,确保勾选了必要权限
### Q: Slash 命令不显示
A: 命令注册需要时间(最多 1 小时),或重启 Gateway
### Q: 如何获取服务器 ID?
A: Discord 设置 > 高级 > 开发者模式,然后右键服务器 > 复制 ID
## 成本
- Discord Bot API:**完全免费**
- OpenClaw Gateway:本地运行,无费用
- AI 模型:按使用量计费
## 安全建议
1. **不要**公开 Bot Token
2. 定期重新生成 Token
3. 只允许信任的服务器 ID
4. 在生产环境使用环境变量
```bash
export DISCORD_BOT_TOKEN="your-token-here"
```
## 需要帮助?
- 微信:yanghu_ai
- Telegram: @yanghu_openclaw
- 免费远程配置(首次)
---
Version: 1.0.0
Created: 2026-03-21
FILE:package.json
{
"name": "openclaw-discord-setup",
"version": "1.0.0",
"description": "10-minute Discord Bot setup for OpenClaw",
"keywords": ["discord", "openclaw", "bot", "messaging", "setup"],
"author": "OpenClaw CN Team"
}