- Consolidated checkpoints.md with automation reference (287 lines from 1,121) - Compressed plan-format.md to reference card (127 lines from 397) - Deleted cli-automation.md (merged into checkpoints.md) - Updated plan-phase.md to remove stale reference 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
9.8 KiB
Core principle: Claude automates everything with CLI/API. Checkpoints are for verification and decisions, not manual work.
<checkpoint_types>
checkpoint:human-verify (90% of checkpoints)
When: Claude completed automated work, human confirms it works correctly.
Use for: Visual UI checks, interactive flows, functional verification, audio/video quality, animation smoothness, accessibility testing.
Structure:
<task type="checkpoint:human-verify" gate="blocking">
<what-built>[What Claude automated]</what-built>
<how-to-verify>[Numbered steps - URLs, commands, expected behavior]</how-to-verify>
<resume-signal>[How to continue - "approved" or describe issues]</resume-signal>
</task>
Example:
<task type="auto">
<name>Deploy to Vercel</name>
<action>Run `vercel --yes` to deploy. Capture URL.</action>
<verify>vercel ls shows deployment, curl {url} returns 200</verify>
</task>
<task type="checkpoint:human-verify" gate="blocking">
<what-built>Deployed to https://myapp.vercel.app</what-built>
<how-to-verify>
Visit URL and confirm:
1. Homepage loads without errors
2. All images/assets load
3. No console errors
</how-to-verify>
<resume-signal>Type "approved" or describe issues</resume-signal>
</task>
checkpoint:decision (9% of checkpoints)
When: Human must make choice that affects implementation direction.
Use for: Technology selection, architecture decisions, design choices, feature prioritization.
Structure:
<task type="checkpoint:decision" gate="blocking">
<decision>[What's being decided]</decision>
<context>[Why this matters]</context>
<options>
<option id="option-a"><name>[Name]</name><pros>[Benefits]</pros><cons>[Tradeoffs]</cons></option>
<option id="option-b"><name>[Name]</name><pros>[Benefits]</pros><cons>[Tradeoffs]</cons></option>
</options>
<resume-signal>[How to indicate choice]</resume-signal>
</task>
Example:
<task type="checkpoint:decision" gate="blocking">
<decision>Select authentication provider</decision>
<context>Need user auth. Three options with different tradeoffs.</context>
<options>
<option id="supabase"><name>Supabase Auth</name><pros>Built-in with DB, free tier, RLS integration</pros><cons>Less customizable, ecosystem lock-in</cons></option>
<option id="clerk"><name>Clerk</name><pros>Beautiful UI, best DX</pros><cons>Paid after 10k MAU</cons></option>
<option id="nextauth"><name>NextAuth.js</name><pros>Free, self-hosted, max control</pros><cons>More setup, DIY security</cons></option>
</options>
<resume-signal>Select: supabase, clerk, or nextauth</resume-signal>
</task>
checkpoint:human-action (1% - rare)
When: Action has NO CLI/API and requires human-only interaction.
Use ONLY for: Email verification links, SMS 2FA codes, manual account approvals, 3D Secure payment flows, OAuth app approvals.
Do NOT use for: Deployments (use CLI), creating resources (use CLI/API), builds/tests (use Bash), file operations (use Write/Edit).
Structure:
<task type="checkpoint:human-action" gate="blocking">
<action>[Unavoidable manual step]</action>
<instructions>[What Claude automated] [ONE thing requiring human action]</instructions>
<verification>[What Claude checks afterward]</verification>
<resume-signal>[How to continue]</resume-signal>
</task>
Example (email verification):
<task type="checkpoint:human-action" gate="blocking">
<action>Complete email verification for SendGrid account</action>
<instructions>
I created the account and requested verification email.
Check your inbox for verification link and click it.
</instructions>
<verification>SendGrid API key works: curl test succeeds</verification>
<resume-signal>Type "done" when verified</resume-signal>
</task>
</checkpoint_types>
<execution_protocol>
When Claude encounters type="checkpoint:*":
- Stop immediately - do not proceed to next task
- Display checkpoint clearly:
════════════════════════════════════════
CHECKPOINT: [Type]
════════════════════════════════════════
Task [X] of [Y]: [Name]
[Checkpoint-specific content]
[Resume signal instruction]
════════════════════════════════════════
- Wait for user response - do not hallucinate completion
- Verify if possible - check files, run tests
- Resume execution - continue only after confirmation
</execution_protocol>
<authentication_gates>
Critical: When Claude tries CLI/API and gets auth error, this is NOT a failure - it's a gate requiring human input to unblock automation.
Pattern: Claude tries automation → auth error → creates checkpoint → you authenticate → Claude retries → continues
Gate protocol:
- Recognize it's not a failure - missing auth is expected
- Stop current task - don't retry repeatedly
- Create checkpoint:human-action dynamically
- Provide exact authentication steps
- Verify authentication works
- Retry the original task
- Continue normally
Example (Vercel auth gate):
<!-- Claude tries to deploy -->
<task type="auto">
<name>Deploy to Vercel</name>
<action>Run `vercel --yes` to deploy</action>
</task>
<!-- If vercel returns "Error: Not authenticated" -->
<task type="checkpoint:human-action" gate="blocking">
<action>Authenticate Vercel CLI so I can continue</action>
<instructions>
I tried to deploy but got authentication error.
Run: vercel login (opens browser)
</instructions>
<verification>vercel whoami returns your account</verification>
<resume-signal>Type "done" when authenticated</resume-signal>
</task>
<!-- After auth, Claude retries automatically -->
<task type="auto">
<name>Retry deployment</name>
<action>Run `vercel --yes` (now authenticated)</action>
</task>
Key distinction:
- Pre-planned checkpoint: "I need you to do X" (wrong - Claude should automate)
- Auth gate: "I tried to automate X but need credentials" (correct - unblocks automation)
</authentication_gates>
<automation_reference>
The rule: If it has CLI/API, Claude does it. Never ask human to perform automatable work.
| Service | CLI/API | Key Commands | Auth Gate |
|---|---|---|---|
| Vercel | vercel |
--yes, env add, --prod, ls |
vercel login |
| Railway | railway |
init, up, variables set |
railway login |
| Fly | fly |
launch, deploy, secrets set |
fly auth login |
| Stripe | stripe + API |
listen, trigger, API calls |
API key in .env |
| Supabase | supabase |
init, link, db push, gen types |
supabase login |
| Upstash | upstash |
redis create, redis get |
upstash auth login |
| PlanetScale | pscale |
database create, branch create |
pscale auth login |
| GitHub | gh |
repo create, pr create, secret set |
gh auth login |
| Node | npm/pnpm |
install, run build, test |
N/A |
| Xcode | xcodebuild |
-project, -scheme, build, test |
N/A |
Env files: Use Write/Edit tools. Never ask human to create .env manually.
Quick reference:
| Action | Automatable? | Claude does it? |
|---|---|---|
| Deploy to Vercel | Yes (vercel) |
YES |
| Create Stripe webhook | Yes (API) | YES |
| Write .env file | Yes (Write tool) | YES |
| Create Upstash DB | Yes (upstash) |
YES |
| Run tests | Yes (npm test) |
YES |
| Click email verification link | No | NO |
| Enter credit card with 3DS | No | NO |
</automation_reference>
DO:
- Automate everything with CLI/API before checkpoint
- Be specific: "Visit https://myapp.vercel.app" not "check deployment"
- Number verification steps
- State expected outcomes
- Make verification executable
DON'T:
- Ask human to do work Claude can automate
- Assume knowledge: "Configure the usual settings"
- Mix multiple verifications in one checkpoint
- Use checkpoints too frequently (verification fatigue)
Placement:
- After automation completes (not before)
- After UI buildout
- Before dependent work (decisions)
- At integration points
<anti_patterns>
BAD: Asking human to automate
<task type="checkpoint:human-action">
<action>Deploy to Vercel</action>
<instructions>Visit vercel.com/new, import repo, click Deploy</instructions>
</task>
Why bad: Vercel has CLI. Use vercel --yes.
BAD: Too many checkpoints
<task type="auto">Create schema</task>
<task type="checkpoint:human-verify">Check schema</task>
<task type="auto">Create API</task>
<task type="checkpoint:human-verify">Check API</task>
Why bad: Verification fatigue. Combine into one checkpoint at end.
GOOD: Claude automates, human verifies once
<task type="auto">Create schema</task>
<task type="auto">Create API</task>
<task type="auto">Create UI</task>
<task type="checkpoint:human-verify">
<what-built>Complete auth flow</what-built>
<how-to-verify>Test full flow: register, login, access protected page</how-to-verify>
</task>
</anti_patterns>
The golden rule: If Claude CAN automate it, Claude MUST automate it.
Checkpoint priority:
- checkpoint:human-verify (90%) - Claude automated, human confirms visual/functional correctness
- checkpoint:decision (9%) - Human makes architectural/technology choices
- checkpoint:human-action (1%) - Truly unavoidable manual steps with no API/CLI
When NOT to use checkpoints:
- Things Claude can verify programmatically (tests, builds)
- File operations (Claude can read/write)
- Anything with CLI/API available