Cheat sheet
Everything that decides whether an agent system works.
Not a command reference - the official docs do that better and stay current. This is the judgement layer: how many tools, what belongs in a skill, which memory tier a fact goes in, and what has to wait for a human. One page. Print it.
9 cards · every row links to a guide · free, no sign-up
01
Tool surface
How an agent reaches your system.- How many tools
- ~15 beats 60. Every tool is a distractor for every other one.
- Granularity
- Wrap the job, not the endpoint. Say it as 'I want to…'
- Naming
- Verb-first, unambiguous across the whole set.
- Description
- What it does, when to use it, and when NOT to.
- Errors
- Say what was wrong and what valid looks like. Enable a retry.
- Error classes
- Retryable / correctable / terminal. Say which.
- Credentials
- Server-side only. Never a tool argument.
- Too granular?
- If one question needs 5 calls, you mapped endpoints.
02
Memory
What survives between sessions.- Split by
- Lifespan, not topic. Topic folders tell you nothing about pruning.
- Tier 1
- Durable facts. True until explicitly changed. One fact per file.
- Tier 2
- Daily log. Append-only, dated, never edited. It is evidence.
- Tier 3
- Working state. Disposable, cleared between tasks.
- Corrections
- Overwrite in tier 1. Appending leaves the reader guessing.
- Loading
- Index always; content on demand. 1 line per fact.
- Storage
- Markdown in git. Vectors only for large unstructured corpora.
- Rot
- Nothing removes anything by default. Schedule a pruning pass.
03
Skills
Repeatable work, encoded once.- Contains
- Judgement, not documentation. What you'd tell a new hire day one.
- Delete it if
- Nothing in it is absent from the public docs.
- Trigger
- The description is the match. Use words people really type.
- Test the trigger
- Write 5 real sentences. Each must obviously match.
- Boundaries
- State the negative case: 'not for X, use Y'.
- Scope
- Narrow. If it opens with a mode question, it's two skills.
- Ends with
- Verification that runs something real. Not a claim.
- Working?
- Correction rate falling, not 'it ran'.
04
Orchestration
Getting work to the right place.- First step
- Classify: one-liner / multi-step / unclear / bug. Then act.
- Subagents buy
- Context isolation. The conclusion, not the file dumps.
- Delegate when
- You'd have to go looking. Read it yourself if you can name it.
- Don't delegate
- Single known lookups, or work needing full conversation history.
- On failure
- Fail loudly and stop. Silent fallbacks hide the cause.
- Long sessions
- Degrading behaviour = accumulated contradictions. Start fresh.
05
Identity
Who is actually acting.- Principal
- The agent is never the identity. It acts on behalf of someone.
- Resolve where
- At the edge, before any tool runs. Never model-supplied.
- Enterprise set
- SSO (SAML/OIDC), SCIM, roles, audit logs.
- SCIM matters
- Manual deprovisioning is an audit finding, every time.
- Scope tools
- At the tool layer. Absent beats present-and-checked.
- Default
- Deny. New capabilities unavailable until granted.
- Spend
- Hard ceilings server-side. Agents loop; loops cost money.
- Audit
- Log principal + agent + tool + args + result + approval ref.
06
The gate
Where a human has to say yes.- Always gated
- Published externally / moves money / irreversible.
- Sort by
- Reversibility, not importance. What can you undo?
- Everything else
- Ships. A policy that gates all of it is a manual process.
- Prompt rules
- Not gates. They lose to long context and confident phrasing.
- Pattern
- prepare() returns a summary + token. execute() needs approval.
- Bind token to
- The exact payload. £40 approved ≠ £400 executed.
- Show
- The diff, not the intent. 'Send newsletter?' is not reviewable.
- Fatigue
- 40 approvals/day = nobody reads. Reduce volume, not scrutiny.
07
Debugging
Why the output was wrong.- Cause 1
- No context. Coherent but disconnected from reality. Most common.
- Cause 2
- Tool surface misled it. Watch its FIRST choice.
- Cause 3
- Contradictory instructions. Find the conflict; don't add a third.
- Cause 4
- Genuine limit. Same failure repeatedly, corrections don't converge.
- The test
- Could a good engineer succeed given only what the agent had?
- Read
- The transcript, not the agent's summary. One is evidence.
- Change
- One thing at a time, or you learn nothing transferable.
08
Deployment
Getting it past a security review.- The reframe
- New vendor = months. New workload in their cloud = a form.
- Bedrock/Vertex
- Same model. Different auth, billing, region, quota.
- Auth win
- No long-lived API key. Short-lived, IAM-governed credentials.
- Model IDs
- Not portable. Never hardcode; config per provider.
- Quota
- Cloud-side, per region. Pilot quota ≠ production quota.
- Have ready
- What's sent, retention, training, residency, audit, revocation.
- Pilot with
- The sceptical team. A glowing report from fans convinces nobody.
- Say no when
- No compliance driver and no cloud commitment.
09
Team rollout
Getting past three enthusiasts.- Why it stalls
- Social, not technical. Nobody wrote down what good looks like.
- Do first
- A project instructions file that is actually correct.
- Onboarding
- Working session with real tickets. Not a demo.
- Don't curate
- Sessions where things fail teach more than cherry-picked wins.
- Capture wins
- Same day, as a shared skill. Otherwise nothing compounds.
- Measure
- Unprompted weekly use. Cycle time. Falling 'how do I…' questions.
- Not
- Licences activated. Lines accepted (rewards slop).
The six rules underneath all of it
- 01Context beats prompting, and it is not close.
- 02Write down judgement, not documentation.
- 03Measure before you restructure, not after.
- 04A rule in a prompt is a preference. A rule in the system is a gate.
- 05Fail loudly. A silent fallback hides the cause until it is expensive.
- 06Sort by what you can undo.
Every card comes out of something running in production, and every claim is argued properly in the guides. Nothing here is for sale.