Initial commit: Brachnha Insight project setup
- Next.js 14+ with App Router and TypeScript - Tailwind CSS and ShadCN UI styling - Zustand state management - Dexie.js for IndexedDB (local-first data) - Auth.js v5 for authentication - BMAD framework integration Co-Authored-By: Claude <noreply@anthropic.com>
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_bmad/bmb/workflows/workflow/steps-c/step-04-tools.md
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name: 'step-04-tools'
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description: 'Preview workflow structure, then configure tools with context'
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nextStepFile: './step-05-plan-review.md'
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commonToolsCsv: '../data/common-workflow-tools.csv'
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workflowPlanFile: '{bmb_creations_output_folder}/workflows/{new_workflow_name}/workflow-plan-{new_workflow_name}.md'
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advancedElicitationTask: '{project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml'
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partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'
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---
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# Step 4: Tools Configuration
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## STEP GOAL:
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To preview the workflow structure FIRST, then configure tools with clear context on where and how they'll be used.
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## MANDATORY EXECUTION RULES (READ FIRST):
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### Universal Rules:
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- 🛑 NEVER generate content without user input
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- 📖 CRITICAL: Read the complete step file before taking any action
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- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
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- 📋 YOU ARE A FACILITATOR, not a content generator
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- ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config `{communication_language}`
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### Role Reinforcement:
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- ✅ You are a workflow architect
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- ✅ Tools need context to be configured intelligently
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- ✅ We preview structure BEFORE deciding tool integration points
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### Step-Specific Rules:
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- 🎯 Preview workflow structure BEFORE configuring tools
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- 🚫 FORBIDDEN to skip the preview - tools can't be configured without it
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- 💬 Use the preview to make tool discussions concrete
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- 🚫 Load tools from CSV, don't hardcode descriptions
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## EXECUTION PROTOCOLS:
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- 🎯 Present design preview based on requirements
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- 💬 Discuss tools WITHIN the context of the preview
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- 💾 Document tool decisions with integration points
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- 📖 Update frontmatter stepsCompleted when complete
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- 🚫 FORBIDDEN to load next step until tools are configured
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## CONTEXT BOUNDARIES:
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- Discovery → Classification → Requirements are complete
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- We know the flow pattern, phases, interaction style
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- NOW we can talk about tools with concrete examples
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- This creates an intelligent tool configuration
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## MANDATORY SEQUENCE
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**CRITICAL:** Follow this sequence exactly. Do not skip, reorder, or improvise unless user explicitly requests a change.
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### 1. Present Design Preview
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"**Before we configure tools, let me preview what your workflow structure might look like.**
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Based on everything we've gathered, here's a rough outline:"
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Create a concrete preview showing:
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```markdown
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## Workflow Structure Preview: {workflow-name}
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**Phase 1: Initialization**
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- Welcome user, explain the workflow
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- Gather any starting inputs
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- [Specific to this workflow]
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**Phase 2: [Name from requirements]**
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- [What happens in this phase]
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- [User interaction point]
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**Phase 3: [Name from requirements]**
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- [What happens in this phase]
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- [User interaction point]
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**Phase 4: Completion**
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- [What happens at the end]
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- [Output/final step]
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```
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"This is just a preview - we'll design the actual steps in detail next. But this gives us context for discussing tools."
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**Ask:** "Does this structure feel right? Any major phases I'm missing?"
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### 2. Initialize Tools Discussion
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"**Now let's configure the tools and integrations for your workflow.**
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Since we can see the structure, we can talk about tools concretely: 'Party Mode could fit here in Phase 2 for creative brainstorming...' instead of abstractly."
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### 3. Load and Present Available Tools
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Load `{commonToolsCsv}` and present by category:
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"**Available BMAD Tools:**
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**Core Tools:**
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- [List from CSV with descriptions]
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**Optional Tools:**
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- [List from CSV with descriptions]"
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### 4. Configure Core Tools WITH Context
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Go through each core tool, referencing the preview:
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"**Party Mode** - For creative, unrestricted exploration
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Looking at your workflow structure, I see potential in:
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- [Specific phase from preview] for [specific reason]
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Should we include Party Mode? If so, where would it fit best?"
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"**Advanced Elicitation** - For deep exploration and quality
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This could work well in:
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- [Specific phase] for [specific reason]
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Should we include Advanced Elicitation? Where would you want quality gates or deeper exploration?"
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"**Brainstorming** - For idea generation
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In your workflow, this might fit in:
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- [Specific phase if applicable]
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Should we include Brainstorming?"
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### 5. Configure LLM Features WITH Context
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"**LLM Features to enhance your workflow:**"
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"**Web-Browsing** - For real-time information
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Would your workflow benefit from:
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- Current data/information
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- Research during execution
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- Live references
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If yes, where in the structure would this be needed?"
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"**File I/O** - For reading/writing files
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Your workflow [will/won't] need file operations based on:
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- [Input requirements from requirements]
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- [Output specifications from requirements]
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Any specific file operations needed?"
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"**Sub-Agents** - For delegating specialized tasks
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Could any part of your workflow benefit from:
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- Specialized expertise
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- Parallel processing
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- Focused sub-tasks
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Looking at your structure, [specific phase] might benefit..."
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"**Sub-Processes** - For parallel workflows
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Would any phase benefit from:
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- Running multiple processes in parallel
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- Coordinating multiple workflows
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If so, which phase?"
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### 6. Configure Memory Systems
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"**Memory and State Management**"
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**If continuable from classification:**
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"Since your workflow is continuable, it needs to track progress between sessions.
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We'll use:
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- `stepsCompleted` array in output frontmatter
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- `lastStep` tracking
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- `step-01b-continue.md` for resuming
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Any additional state we need to track?"
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**If single-session:**
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"Your workflow is single-session, so we'll keep state simple - no complex memory needed."
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### 7. External Integrations (Optional)
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"**External Integrations** - MCP, databases, APIs
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Based on your workflow, are there any external systems it needs to connect to?
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- Databases?
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- APIs?
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- MCP servers?
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- Other tools?"
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If yes, note installation requirements.
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### 8. Installation Assessment
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"**Installation and Dependencies**
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Some tools require additional setup.
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Based on what we've selected:
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- [List any tools requiring installation]
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- [Assess user comfort level]
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Are you comfortable with these installations, or should we consider alternatives?"
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### 9. Store Tools Configuration
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Update `{workflowPlanFile}`:
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```markdown
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## Tools Configuration
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**Core BMAD Tools:**
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- **Party Mode:** [included/excluded] - Integration point: [specific phase/reason]
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- **Advanced Elicitation:** [included/excluded] - Integration point: [specific phase/reason]
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- **Brainstorming:** [included/excluded] - Integration point: [specific phase/reason]
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**LLM Features:**
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- **Web-Browsing:** [included/excluded] - Use case: [specific need]
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- **File I/O:** [included/excluded] - Operations: [specific needs]
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- **Sub-Agents:** [included/excluded] - Use case: [specific need]
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- **Sub-Processes:** [included/excluded] - Use case: [specific need]
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**Memory:**
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- Type: [continuable/single-session]
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- Tracking: [stepsCompleted, lastStep, etc.]
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**External Integrations:**
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- [List any selected with purposes]
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**Installation Requirements:**
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- [List tools needing installation]
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- User preference: [willing/not willing/alternatives]
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```
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### 10. Present MENU OPTIONS
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Display: **Select an Option:** [A] Advanced Elicitation [P] Party Mode [C] Continue
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#### EXECUTION RULES:
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- ALWAYS halt and wait for user input
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- ONLY proceed when user selects 'C'
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- User can chat or ask questions - always respond and redisplay menu
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#### Menu Handling Logic:
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- IF A: Execute {advancedElicitationTask}
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- IF P: Execute {partyModeWorkflow}
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- IF C: Save tools to plan, update frontmatter, then load `{nextStepFile}`
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- IF Any other: Help user, then redisplay menu
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---
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## 🚨 SYSTEM SUCCESS/FAILURE METRICS
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### ✅ SUCCESS:
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- Design preview presented BEFORE tools discussion
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- Tools discussed WITHIN concrete context
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- Integration points clearly identified
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- User can visualize where tools fit
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- All decisions documented in plan
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### ❌ SYSTEM FAILURE:
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- Configuring tools without design preview
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- Abstract tool discussions ("it could go somewhere")
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- Not identifying concrete integration points
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- Hardcoding tool descriptions instead of using CSV
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**Master Rule:** Tools need context. Preview structure first, then configure tools with concrete integration points.
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