What This Document Is

A complete inventory of the standards, templates, automation specs, and meta-techniques developed to get consistently high-quality output from Claude Desktop and Cowork. These aren't generic AI tips — they're battle-tested patterns built from real production use across BOSSTORQUE client work. Every technique here is documented, versioned, and deployed.

11Technique Categories
3Context Zaps
13Math Traps Logged
2hrContext Refresh
30+MCPs Connected
1

Context Continuity System

The biggest performance killer in Claude Desktop is the cold start problem — every session begins with zero memory of prior work. The context continuity system eliminates this by maintaining auto-updated CONTEXT.md files for every active project, read at session open before any work begins.

Core Design

_COWORK_HUB — Centralized Session Memory

A dedicated Google Drive folder (_COWORK_HUB/) acts as Claude's persistent working memory across sessions. It contains one subfolder per active project, each with a CONTEXT.md file automatically updated every 2 hours via Zapier and readable on demand. At the start of every Cowork session, the first action is reading the relevant CONTEXT.md to restore full project state — no re-briefing required.

Scheduled
Zap 1 — Every 2 Hours

Automated Context Update

Schedule by Zapier → finds files modified in source folders → sends to Claude API (Sonnet, max 600 tokens) → structured context summary written → appended to that project's CONTEXT.md. Runs silently across all active projects in parallel via Looping by Zapier.

On-Demand
Zap 2 — Webhook

Manual Context Sync

Identical to Zap 1 but triggered by a webhook URL. Saved as a browser bookmark titled "Update Cowork Context" and optionally as an Apple Shortcut. Fire before any session to force an immediate sync — critical before starting work after a gap.

Automatic
Zap 3 — New Projects

New Client Auto-Setup

Watches 1_Clients/ for new folders. On detection, auto-creates a matching hub subfolder and seeds a blank CONTEXT.md. New clients are integrated into the continuity system the moment their folder is created — zero manual steps.

Hub Folder Structure

_COWORK_HUB/ ├── README.md ← Global Cowork instructions ├── SPECS/ │ └── CONTEXT_BUILD_SPEC.md ← Zapier build spec ├── BOSSTORQUE/ │ └── CONTEXT.md ├── Sperry/ │ └── CONTEXT.md ├── TelTek/ │ └── CONTEXT.md └── Nowhaus/ └── CONTEXT.md

CONTEXT.md Format — Locked 4-Field Structure, Under 300 Words

## 2026-03-09 10:00 Context Update **Active workstreams:** Tree Care Club email sequence, re-engagement batch 3 **Recent changes:** Updated Kit sequence step 4 subject line, added 3 new contact segments **Open items:** Confirm Jobber webhook is live, review open rate on batch 2 **Next actions:** Deploy batch 3, schedule Club onboarding sequence review
Session opening prompt: "Read _COWORK_HUB/Sperry/CONTEXT.md and give me a one-sentence status on where we left off before we start." Single prompt. Zero re-briefing. Productive output within seconds.

Claude API Prompt — Context Generation (Zap Step 6)

// System prompt sent to claude-sonnet-4-6, max_tokens: 600 "You are a project context manager for BOSSTORQUE. Read recently modified project files and produce a concise, structured context update to be appended to a CONTEXT.md file. This file is read by Claude at the start of every Cowork session to restore project state without re-explanation. Format EXACTLY: ## [YYYY-MM-DD HH:MM] Context Update **Active workstreams:** [bullet list] **Recent changes:** [what changed in the files you read] **Open items:** [anything unresolved or flagged] **Next actions:** [bullet list] Keep under 300 words. If no files modified: output '## [timestamp] No changes detected.'"
2

Operating Rules — Live Rule File

All Claude Desktop operating rules are maintained in a single Cloudflare Worker — the live source of truth. Every session fetches it silently at startup, keeping all Cowork instances, Claude mobile, and Claude browser synchronized without manual updates.

Live Rule URL: https://bosstorque-rules.jason-8ce.workers.dev — fetched silently at every session start. Remote rules override any local CLAUDE.md on conflict. One file to update, all Claude interfaces stay in sync.

Core Behavioral Rules

Proceed Without Asking
  • Reading, searching, or fetching any data
  • Creating files, drafts, or documents (not yet sent)
  • Running code or calculations in sandbox
  • Writing to outputs folder
  • Creating calendar events or internal Slack drafts
Always Confirm First
  • Sending anything externally (email, SMS, Slack to client)
  • Deleting files or data
  • Deploying or publishing anything live
  • Posting to social media or public channels
  • Modifying records in CRM, billing, or external database

Subagent Model Routing

ModelUse ForDefault?
HaikuWeb research, data fetching, summarization, file reads, formatting, narrow-scope lookupsFast/cheap, low judgment tasks
SonnetDrafting, analysis, multi-step reasoning, client-facing content, nuance or accuracy requiredYes — default
OpusArchitecture decisions, complex multi-constraint problems, high-stakes strategyReserve only

Dispatch — Unattended Communication Protocol

What it is: Messages in active Cowork sessions route automatically to Jason's Claude mobile app as push notifications. The primary and only channel for blockers, approvals, and task summaries during unattended operation. Do NOT use iMessages MCP — confirmed broken self-routing loop at 541-514-2521.

Phone-readable format:
⚠️ [Task] — [issue in one line]
[1–2 sentences context]
Options: a) [option]    b) [option]
Reply "a" or "b".
3

CLAUDE.md File Architecture

Every major Google Drive folder contains a CLAUDE.md file that defines how Claude behaves in that workspace — folder purpose, key frameworks, confidentiality level, and auto-loading instructions. This is the primary mechanism for folder-scoped behavior injection.

Layer 1 — Global

Cowork Settings (Personal Profile)

Saved in Cowork Settings → Profile. ~1,500 characters. Defines business identity, communication style (direct, no preamble, no jargon), methodology (Theory of Constraints, diagnose before prescribing), tech stack, brand colors, and legal entity. Injected into every session regardless of folder.

Layer 2 — Live Override

Cloudflare Rule Worker

Single source of truth for all behavioral rules. Fetched silently at session start. Overrides any local CLAUDE.md on conflict. Edit once, all Claude interfaces (Desktop, mobile, browser) sync automatically — no per-device updates.

Layer 3 — Folder

Per-Folder CLAUDE.md

Every major folder gets one. Declares: what the folder is for, subfolder index, frameworks that apply, confidentiality level, auto-loading steps to run on session open. Sets behavior for that workspace. Not a project journal — that's CONTEXT.md.

Layer 4 — Hub

_COWORK_HUB / claude.md

Documents the Cloudflare Workers delivery workflow, worker naming convention, deploy command, and token env var location. This is where delivery standards live — separate from behavioral rules.

Key principle: CLAUDE.md sets behavior. CONTEXT.md carries state. Never conflate them. A folder's CLAUDE.md should declare what the folder is for, what frameworks apply, what's confidential, and what auto-loading steps to run. It is not a project journal.

Session Auto-Loading Sequence (Every Session Open)

Session Opens
Fetch rules worker
Read _COWORK_HUB/claude.md
Read CONTEXT.md files
Pull Gmail (3 days)
Pull Calendar (7 days)
Ready
4

HTML-First Deliverable System

Everything Claude builds — internal and external, reports and docs, audits and analyses — is built in HTML first. HTML is faster to generate, easier to iterate, renderable instantly in any browser, deployable as a live URL, and trivially convertible to any other format. Word and PDF are downstream of HTML, never the starting point.

Why HTML First

Speed & Iteration Advantage

Claude generates clean HTML in one pass with no round-trips or file format overhead. Edits are a single string replacement. Changes are visible instantly in a browser. No conversion artifacts, no format lock-in, no attachment friction. It's the fastest path from prompt to polished output.

Why Not Word/PDF First

Format Lock Kills Velocity

Word and PDF require additional tools, libraries, and conversion passes. They're slow to iterate, hard to brand consistently, and create attachment friction for clients. Word is appropriate when a client specifically needs an editable .docx. PDF is appropriate when a client needs a signed or print-ready document. Neither is the default.

Delivery Path

Internal vs. External Destinations

Internal deliverables (notes, briefs, plans, analyses) go to Google Drive as HTML files or Markdown. They're viewable directly in Drive and editable in any text editor. External deliverables (client reports, audits, roadmaps, campaign summaries) are built in HTML, wrapped in a Cloudflare Worker script, deployed as a live URL, and delivered via that URL in the email body — no attachment ever.

HTML → Cloudflare Worker Publish Flow

Claude builds HTML
Brand-compliant, mobile-first
Wrap in Worker script
wrangler deploy --no-bundle
Live workers.dev URL
URL in email body

What Goes Where

Deliverable TypeFormatDestinationHow Delivered
Client reports, audits, roadmapsHTMLCloudflare Worker (live URL)URL in email body — no attachment
Campaign performance reportsHTMLCloudflare WorkerURL in email body
Internal analyses, plans, briefsHTML or MarkdownGoogle DriveShared Drive link
Memory, config, rules, contextMarkdown (.md)Google Drive / GitHubVersion controlled
Data, tables, listsCSV or XLSXGoogle Drive or Gmail attachmentAttachment (data files only)
Presentations (when requested)PPTX or HTML slidesGoogle DriveShared Drive link
PDFs (when explicitly requested)HTML → PDF via skillGoogle DriveAttachment or Drive link
Code, scripts, automationsLanguage file, sandbox-verifiedGitHub (private repo)Repo link or file
Version updates are free: When a client report needs a correction or update, redeploy the Worker with the updated HTML. Same URL, updated content. The client's bookmarked link always shows the latest version — no "see attachment v2" confusion.
5

Cloudflare Workers — Setup & Usage Guide

Cloudflare Workers is the infrastructure layer that turns HTML files into live, instantly-accessible URLs. It's a serverless edge platform — your code runs on Cloudflare's global network, not on a server you manage. For BOSSTORQUE, it serves one primary purpose: deploying client deliverables as live URLs that require no hosting infrastructure and cost essentially nothing.

What It Is

Serverless Edge Platform

Cloudflare Workers runs JavaScript (or Wasm) at the edge — in 300+ data centers worldwide. You deploy a script, get a URL, and that URL instantly serves your content from the nearest location to whoever requests it. No servers, no containers, no DevOps.

What We Use It For

Live Report URLs

Each client deliverable becomes a Worker: a tiny script that returns the HTML report when fetched. Client gets a URL instead of an attachment. No email size limits. Viewable on any device. Updatable by redeploying. Professional, clean, fast.

How to Sign Up

Pricing (April 2026)

Free Tier
$0
Generous limits. More than enough for internal use and light client delivery.
  • 100,000 requests/day
  • 10ms CPU time per invocation
  • Unlimited Worker scripts
  • workers.dev subdomain
  • 1 GB KV storage
  • 200,000 log events/day (3-day retention)
KV Storage (Add-On)
Usage based
If you store data in Workers KV (key/value store). Optional — not required for HTML delivery.
  • 10M reads/month included
  • +$0.50 per additional million reads
  • 1M writes/month included
  • +$5.00 per additional million writes
  • 1 GB storage included
  • +$0.50 per GB-month after
Bottom line on cost: For BOSSTORQUE's use case — deploying HTML reports as live URLs — the free tier is sufficient for most months. At $5/month, the paid plan covers 10 million requests, which is roughly 300,000 report views per day. This is effectively free infrastructure for professional client delivery.

Minimal Worker Script — HTML Report

// worker.js — wraps an HTML string and serves it on fetch export default { async fetch(request, env, ctx) { const html = `<!DOCTYPE html> <html> <head><title>Report Title</title></head> <body> <!-- Your full HTML report content goes here --> </body> </html>`; return new Response(html, { headers: { 'Content-Type': 'text/html;charset=UTF-8' }, }); }, };

Deploy Commands

# One-time setup: install Wrangler npm install -g wrangler # Deploy a Worker (token read from env — never hardcoded) cd /tmp/{worker-dir} CLOUDFLARE_API_TOKEN=<token> wrangler deploy --no-bundle # Token storage (run once in terminal — never type token in chat) python3 -c "import getpass,pathlib; \ p=pathlib.Path('_COWORK_HUB/.env'); \ t=getpass.getpass('Token: '); \ open(p,'a').write(f'CLOUDFLARE_API_TOKEN={t}\n'); \ print('saved')" # Update an existing Worker (same command — redeploys in place) CLOUDFLARE_API_TOKEN=<token> wrangler deploy --no-bundle

Naming Convention

# Pattern: {client-slug}-{report-type}-{mon}{year} sperry-campaign-report-apr2026 → sperry-campaign-report-apr2026.jason-8ce.workers.dev sperry-audit-report-mar2026 → sperry-audit-report-mar2026.jason-8ce.workers.dev bosstorque-design-audit-mar2026 → bosstorque-design-audit-mar2026.jason-8ce.workers.dev bosstorque-rules → bosstorque-rules.jason-8ce.workers.dev (live rule file) # Account subdomain: jason-8ce.workers.dev # Token env var: CLOUDFLARE_API_TOKEN in _COWORK_HUB/.env

What Cloudflare Workers Can Do (Beyond Report Delivery)

Use CaseHowRelevance to BOSSTORQUE
HTML report deliveryWorker returns HTML on fetch → live URLActive — primary use
Live rule fileWorker serves CLAUDE.md rules as text → fetched by every sessionActive
API proxyingWorker forwards requests to third-party APIs, adds auth headersUseful for hiding API keys from client-side code
Redirect managementWorker maps old URLs to new ones at the edgeSite migration and link management
A/B testingWorker splits traffic between two response variantsLanding page split tests without a testing platform
Webhook endpointsWorker receives POST requests → triggers logic or forwards to ZapierAutomation triggers without a dedicated backend
Scheduled tasks (Cron Triggers)Worker runs on a cron scheduleLightweight automation without Zapier for simple recurring jobs
Custom domain routingAttach any domain you own → Worker serves itWhite-labeled client portals under bosstorque.ai subdomains
KV data storageWorkers KV provides persistent key/value storage at the edgeStoring report metadata, client preferences, or session state
6

Skill System — Encoded Workflows

Skills are structured folders that encode complete, repeatable workflows — locked report structures, connector sequences, QA checklists, math correction logs, and delivery protocols. They eliminate reinvention across sessions and preserve lessons learned from prior builds so mistakes aren't repeated.

Skill Folder Anatomy (Sperry Campaign Report — Production Example)

FilePurposeKey Contents
SKILL.mdMaster reference — locked after deploymentReport structure (11 sections), revenue model, segment definitions, brand style, cost structure, delivery instructions
references/template.htmlFull HTML/CSS with {{PLACEHOLDER}} markersEvery data point has a named placeholder; locked brand CSS baked in; 900px layout
references/process.md9-step workflow with specific tool callsData collection → compute → build → QA → Gmail draft, step by step
references/corrections-log.md13 documented math traps — most critical fileMedian vs. average, profit-based ROI, baseline calc method, Kit/Jobber reconciliation, rounding rules
references/data-sources.mdEvery metric mapped to its source systemKit, Jobber, ZeroBounce, Stripe — specific views, exports, transformations, collection cadence

Sunday Automation Workflow (Fully Unattended)

8PM Trigger
Paginate Kit API
Scrape Kit dashboard
Scrape Jobber tags
Compute all metrics
Build HTML from template
Run QA checklist
Build XLSX addendum
Create Gmail draft
Dispatch alert
Pre-authorization pattern: Run any new scheduled task manually once ("Run now") to pre-approve all connector permissions — Kit, Chrome, Gmail, Slack. After that, every scheduled run skips all permission prompts. Standard procedure before the first scheduled execution of any new automation.
7

QA & Friction Log Methodology

Two complementary quality processes: Friction Logs capture obstacles during automation builds so they're never repeated. Design/QA Audits systematically prescribe fixes for output quality issues using a severity-based framework.

During Build
Friction Log

Automation Friction Logging

Obstacles encountered during any automation build are systematically recorded, categorized, and resolved — then stored as an HTML artifact (e.g., Report Automation Friction Log — Mar 16 2026.html). Future builds reference the log to skip known roadblocks. Filed by project and date.

Post-Build
Design/QA Audit

Issue-ID Audit with Prescribed Fixes

Every audit uses an Issue ID system (HM-01, HM-02…) with severity rating (Critical/High/Medium/Low). Each finding has both the problem statement AND a specific prescribed fix — identification alone is insufficient. BOSSTORQUE site audit found 28 issues across 5 pages.

QA Severity Framework

LevelCategoryProduction ExamplesResponse
🔴 CriticalBrand / trust killersEmoji checkmarks in pricing cards, no social proof on site, emoji icons in feature cardsFix before any delivery
🟠 HighDesign / UX failuresAll-white page with no section separation, generic hero image, missing founder headshotFix in current sprint
🟡 MediumPolish gapsMissing logo in header/footer, stale copyright year (©2025)Next scheduled pass
🟢 LowMinor improvementsNavigation gaps, minor copy inconsistencies, URL correctionsBacklog / opportunistic

Math Corrections Log — Standard Trap List (13 Documented)

8

Security Scans & Containment Audits

After any significant automation build, a structured security scan identifies leaks, over-permissioning, and hidden dependencies before they become production problems. Two formats: an interactive audit tool for system design review, and a post-build scan for live automation stacks.

5 Audit Dimensions — System Containment Framework

DimensionWhat It ChecksRed Flags
Access ControlRole-based access, no shared logins, minimum-permission scopesEveryone is admin; shared credentials; write permissions where read would do
Automation MapClear documented flows, no hidden chains or loopsZapier connected to everything; unknown triggers; undocumented zaps running
Boundary IntegrityClear system roles, minimal cross-system dependencyMultiple sources of truth for same data; circular dependencies
Input HygieneValidated inputs, no blind ingestion into core systemsUnvalidated form fields feeding automation pipelines directly
ObservabilityClear logs, traceable actions, visible failuresAutomations that fail silently; no alerting on errors; unknown execution history
9

Connectors & MCPs — Full Inventory

Complete list of all MCP tools and connectors active in Claude Desktop as of April 2026. Organized by category. Permission levels follow the default rule: reads almost always auto-approved, writes almost always gated — exceptions documented.

Core Communication & Productivity
ConnectorStatusReadWriteKey Capabilities
Gmail Active Allow Needs Approval Search messages, read threads, create drafts, list labels — sends always confirm
Google Calendar Active Allow Needs Approval List events, find free time, find meeting times, get event details — create/delete confirm
Google Drive Active Allow N/A Search, fetch, read files — primary storage for all deliverables and context files
Slack Active Allow Needs Approval (external sends) Read channels, read threads, search messages, search users, send/schedule messages, manage canvases
Business Operations & Finance
ConnectorStatusReadWriteKey Capabilities
Jobber Active Allow Needs Approval Find clients, create clients/jobs/quotes/requests, add notes, manage tags — primary field service CRM for Sperry
ConvertKit (Kit) Active Allow Needs Approval List subscribers, view single subscribers, add subscribers to forms, add tags — email marketing for Sperry
Stripe Active Allow Write (Charges, Payment Links) Balance, customers, invoices, payment intents, prices, products, subscriptions — write is forced by API (includes read)
Mercury Active Allow all N/A (read-only API) Balance, transactions, statements, cards — banking visibility only, no write capability in API
Zapier Active Allow N/A Get configuration URL — single tool for checking Zapier connection status
Infrastructure & Development
ConnectorStatusReadWriteKey Capabilities
Cloudflare Workers Active Allow Needs Approval Manage Workers, KV namespaces, D1 databases, R2 buckets, Hyperdrive configs, query D1 databases
Cloudflare Docs Active Allow N/A Query Cloudflare documentation, resolve library IDs — reference tool for Workers development
Netlify Active Allow Needs Approval Read/update deploy services, extension services, project services, team and user info
GitHub Active Allow Needs Approval List repos, view files, search code, view issues/PRs — write requires approval (push, merge, create)
WordPress.com Active Allow Needs Approval Site stats, content authoring, site settings/plugins/users, domain management, user profile and notifications
Sales, CRM & Outreach
ConnectorStatusReadWriteKey Capabilities
Apollo Active Allow Needs Approval Find & enrich contacts/companies, list contacts, run subroutines, add data points — prospecting and lead enrichment
Common Room Active (via plugin) Allow N/A Account research, contact research, compose outreach, prospect lists, call prep, weekly briefings
Intercom Active Allow Needs Approval Search contacts/companies/conversations, list articles/companies, fetch conversations, create/update articles
Pipedrive Failed Custom MCP via Activepieces failed auth. Workaround: Claude in Chrome for Pipedrive web UI. Revisit when official connector available.
Design, Content & Creative
ConnectorStatusReadWriteKey Capabilities
Figma Active Allow Needs Approval Get design context, screenshots, metadata, variable defs, design system; create files, generate diagrams, export designs
Canva Active Allow Needs Approval Search/list designs and folders, generate/edit designs, export, manage brand kits, merge designs, resize
Gamma Active Allow Needs Approval Generate presentations/docs, read Gamma files, get themes and folders — AI-native presentation builder
ElevenLabs (Agents) Active Allow Needs Approval Get agent config, search voices, create/update agents — voice AI integration
ElevenLabs (Player) Active N/A Needs Approval (all) Play/load audio, generate speech, generate sound effects, generate music — every action burns free-tier credits
Desktop Extensions (Native Mac Apps)
ExtensionStatusTierKey Capabilities
Desktop Commander Active Read: Allow all · Write: Needs Approval Full filesystem access: read files, list directories, search, get file info, start/manage processes. Write (create/edit/move/delete files) always gated.
Claude in Chrome Active DOM-level access via extension Navigate, find, read pages, form input, JavaScript execution, tab management, screenshots — primary browser automation tool. Never use computer-use for browser tasks.
Control Chrome Active Read: Allow · Execute JS: Needs Approval Get current tab, list tabs, get page content, open URLs, go back/forward, reload — lighter browser control layer.
Control your Mac Active Needs Approval (all) Run AppleScript (osascript) — any macOS automation. High-power, high-risk; every action confirmed.
PowerPoint (by Anthropic) Active Allow all (read + write) Create, open, edit, save presentations; add/delete slides; set titles; add text; insert images; export PDF. Allow-all avoids approval spam during deck builds.
Word (by Anthropic) Active Allow all (read + write) Create, open, edit, save .docx files; insert/replace/format text; export PDF. Allow-all avoids approval spam during document builds.
Apple Notes Active Read: Allow · Write: Needs Approval List notes, get note content — read allowed. Add/update notes requires approval.
iMessages Configured, Not Used Read: Allow · Send: Needs Approval Get unread messages, read messages, search contacts, send iMessage. NOTE: Self-routing loop at 541-514-2521 confirmed broken. Use Dispatch instead.
Computer Use Active — Last Resort Full (mouse, keyboard, screenshot) Screenshot, click, type, scroll, drag — any on-screen action. Use only for native desktop apps with no MCP. Never use for browser tasks (Chrome MCP is faster and safer).
Cowork System Tools (Built-In)
ToolPurpose
Workspace / BashIsolated Linux sandbox for running code, scripts, file operations, math verification, date calculations
Scheduled TasksCreate, list, and update scheduled automations — powers the Sunday report and all recurring tasks
MCP RegistrySearch for available MCP connectors, suggest connector installs — used when a needed integration isn't connected
Session InfoList and read session transcripts — used for continuity across session handoffs
Cowork File ToolsRequest workspace directory access, present files to user, allow/manage file deletion
PluginsSearch and install Cowork plugins that bundle MCPs, skills, and tools
Web FetchFetch specific URLs — used for rules worker, documentation, research
Web SearchSearch the web — used when URL isn't known or broad research is needed
Specialty / Reference
ConnectorStatusKey Capabilities
Domain Search Active Check domain availability, suggest domain alternatives — useful for client brand naming and launch prep
Base44 App Builder Active Create and edit web apps, manage entity schemas and data, query app data — AI-native app builder
Wyndham Hotels Available Search and get hotel details — travel planning
Tax / Expert Search Available Tax estimates, checklists, filing options, expert interviews — financial reference
10

Output & Brand Standards

Consistent output format defaults ensure that every deliverable — internal or client-facing — follows the same quality and branding standards without per-task decisions.

Output Format Decision Tree

Output TypeFormatDestinationNotes
Client reports, audits, roadmaps, analysesHTMLCloudflare Worker → live URLURL in email body, never attachment
Internal briefs, plans, analysesHTML or MarkdownGoogle DriveDrive link for sharing
Memory, config, rules, context filesMarkdown (.md)Google Drive / GitHubLight, version-control friendly
Data, tables, lists with rows/columnsCSV or XLSXGoogle Drive or email attachmentOnly use attachments for data files
PresentationsPPTX (via skill) or HTML slidesGoogle DriveUse pptx skill for complex decks
Word documents (when .docx explicitly needed).docx (via skill)Google DriveUse docx skill; not the default
PDFs (when signed/print-ready needed)HTML → PDF via skillGoogle Drive or attachmentEnforce: page numbers, brand palette, polished header/footer
Code, scripts, automationsLanguage file, sandbox-verifiedGitHub (private repo)Never ship unexecuted code
Short answers, quick lookupsPlain text in responseChatNo file creation overhead

BOSSTORQUE Brand Standards — All Deliverables

ElementValueUsage
Tagline"Run It Like You Built It"Footer, cover pages, email signatures
Deep Blue (primary)#1e3a8aHeaders, section numbers, table headers, nav bars
Bright Blue (secondary)#3b82f6Links, callout borders, accent elements
Orange (accent / highlights)#ff6b35Label text, stat numbers, badges, key callouts
Body text#374151 (UI) / #666666 (reports)All body copy
Font familyInter (Google Fonts), system-ui fallbackAll deliverables
Base font size15pxBody text in reports
Max report width900–960px centeredAll HTML reports
Legal entityTrue Grit Toolkits LLC DBA BossTorque LLCAll footers, legal references
Primary emailjason@bosstorque.aiAll outbound communications
Websitebosstorque.aiAll brand references
PDF Requirements (when explicitly requested): Must use pdf skill before generating. Enforce: pagination with no content cut mid-section, page numbers on every page (Page X of Y), BOSSTORQUE brand palette, polished header/footer. Not a raw HTML print — it must look like a client deliverable.
11

Blocker Protocol & Self-Healing

Three techniques developed from production Quicken automation work to handle blocked tasks without wasting iterations or stalling. The core lesson: most failed attempts are caused by repeating the same approach, not by lack of effort. Structure the retries, research before pivoting, and build auto-fix into every QA pass.

From Quicken Build
Iteration Cap With Varied Methods

5 Attempts Max — Each Must Use a Different Method

When blocked on any task step, try up to 5 approaches before escalating via Dispatch. The rule is not "try 5 times" — it's "try 5 materially different methods." Repeating the same approach with minor variations doesn't count as a new attempt. On the 5th failure, send a Dispatch alert with 2–3 concrete options (a/b/c) for Jason to reply from his phone. Don't halt the full run — skip and continue on steps that allow it; halt only on steps where proceeding would corrupt state.

What counts as a different method: different tool (MCP vs bash vs computer-use), different data source, different API endpoint, different import/export format, different architectural approach. Minor parameter variations on the same method do not count — that's iteration, not a method change.
Research First
Web Research Before Pivoting

Search Before Trying a New Approach on a Blocker

Before attempting attempt #2 or #3 on a technical blocker, run a web search to understand whether the approach is fundamentally blocked, what the known workarounds are, and whether others have hit the same wall. This prevents wasting attempts on paths the broader community already confirmed are dead ends.

Research source priority:

  • Official docs first: The software vendor's own documentation — support articles, release notes, known limitations. (Source: Quicken's own docs confirmed Mint CSV import always creates a new account.)
  • Stack Overflow / technical forums: For API errors, tool errors, code errors. Search the exact error string in quotes first.
  • Reddit (r/[tool], r/[platform]): For UI/UX blockers, integration quirks, and undocumented behavior. Often the fastest path to a real-world workaround.
  • GitHub Issues: For open-source tools and APIs — search closed issues for the error pattern. Frequently reveals that it's a known bug with a specific fix or version pin.
  • General web search: Fallback for anything not covered above. Use exact error strings in quotes for best results.
Lesson from the field: The Quicken QFX/OFX import blocker ran v1–v7 across two sessions before web research confirmed the block was a deliberate server-side gate. That research took 2 minutes. The 7 format iterations took hours. Research first would have ended at v2.
Post-Build
Self-Healing QA Step

Post-Build Pass That Finds AND Fixes — Not Just Flags

After any significant build, automation, or multi-step workflow, run a structured QA pass with one key difference from a standard audit: issues found during the pass are fixed immediately in the same session, not logged for later. The QA pass is not a report — it's a repair run.

Self-Healing QA Structure

Run complete task once
Operational QA (every check listed explicitly)
Security QA (permissions, credential storage, exposure)
Logic QA (edge cases, race conditions, state drift)
Fix each issue in-place as found
Document fixes with Issue IDs
Issue TypeSelf-Heal ActionExample
File permissions too openchmod in-place, add enforcement to task codeSQLite DB was world-readable → fixed to 600, chmod enforced on every run
Empty required directoryCreate and populate immediatelyBackups dir was empty → created initial backup during QA
Logic gap for edge caseAdd handling to workflow before marking donecaffeinate not cleaned up on crash → added EXIT trap to task code
Untested path in productionSplit into confirmed vs. unconfirmed with retry capsBrokerage reconcile added without testing → split Phase A/B, Phase B gets 2 retries + Dispatch on failure
State drift between runsAdd idempotent enforcement step to daily workflowZBUSINESS NULL on new QCS rows → added Step 6e to set ZBUSINESS=1 on every run
App crash / corrupt stateRelaunch and verify recovery before continuingReconcile crash after ZTRANSACTION delete → Quicken self-heals on Relaunch; documented recovery path
Why in-place fixes matter: The Quicken QA pass found and fixed 8 issues in a single session — file permissions, logic gaps, timing problems, and untested paths. If those had been logged as "issues for later," most would never have been addressed. Self-healing QA closes the loop in the same session, before the system goes live or gets handed off.

Combined Blocker Protocol — Decision Tree