docs: add PM Agent architecture and MCP integration documentation

## PM Agent Architecture Redesign

### Auto-Activation System
- **pm-agent-auto-activation.md**: Behavior-based auto-activation architecture
  - 5 activation layers (Session Start, Documentation Guardian, Commander, Post-Implementation, Mistake Handler)
  - Remove manual `/sc:pm` command requirement
  - Auto-trigger based on context detection

### Responsibility Cleanup
- **pm-agent-responsibility-cleanup.md**: Memory management strategy and MCP role clarification
  - Delete `docs/memory/` directory (redundant with Mindbase)
  - Remove `write_memory()` / `read_memory()` usage (Serena is code-only)
  - Clear lifecycle rules for each memory layer

## MCP Integration Policy

### Core Definitions
- **mcp-integration-policy.md**: Complete MCP server definitions and usage guidelines
  - Mindbase: Automatic conversation history (don't touch)
  - Serena: Code understanding only (not task management)
  - Sequential: Complex reasoning engine
  - Context7: Official documentation reference
  - Tavily: Web search and research
  - Clear auto-trigger conditions for each MCP
  - Anti-patterns and best practices

### Optional Design
- **mcp-optional-design.md**: MCP-optional architecture with graceful fallbacks
  - SuperClaude works fully without any MCPs
  - MCPs are performance enhancements (2-3x faster, 30-50% fewer tokens)
  - Automatic fallback to native tools
  - User choice: Minimal → Standard → Enhanced setup

## Key Benefits

**Simplicity**:
- Remove `docs/memory/` complexity
- Clear MCP role separation
- Auto-activation (no manual commands)

**Reliability**:
- Works without MCPs (graceful degradation)
- Clear fallback strategies
- No single point of failure

**Performance** (with MCPs):
- 2-3x faster execution
- 30-50% token reduction
- Better code understanding (Serena)
- Efficient reasoning (Sequential)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
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# PM Agent Auto-Activation Architecture
## Problem Statement
**Current Issue**: PM Agent functionality requires manual `/sc:pm` command invocation, making it easy to forget and inconsistently applied.
**User Concern**: "今は、/sc:pmコマンドを毎回叩かないと、PM-modeやってくれないきがする"
## Solution: Behavior-Based Auto-Activation
PM Agent should activate automatically based on **context detection**, not manual commands.
### Architecture Overview
```yaml
PM Agent Activation Layers:
Layer 1 - Session Start (ALWAYS):
Trigger: Every new conversation session
Action: Auto-restore context from docs/memory/
Detection: Session initialization event
Layer 2 - Documentation Guardian (CONTINUOUS):
Trigger: Any file operation in project
Action: Ensure relevant docs are read before implementation
Detection: Write/Edit tool usage
Layer 3 - Commander (ON-DEMAND):
Trigger: Complex tasks (>3 steps OR >3 files)
Action: Orchestrate sub-agents and track progress
Detection: TodoWrite usage OR complexity keywords
Layer 4 - Post-Implementation (AUTO):
Trigger: Task completion
Action: Document learnings and update knowledge base
Detection: Completion keywords OR test pass
Layer 5 - Mistake Handler (IMMEDIATE):
Trigger: Errors or test failures
Action: Root cause analysis and prevention documentation
Detection: Error messages OR test failures
```
## Implementation Strategy
### 1. Session Start Auto-Activation
**File**: `~/.claude/superclaude/agents/pm-agent.md`
**Trigger Detection**:
```yaml
session_start_indicators:
- First message in new conversation
- No prior context in current session
- Token budget reset to baseline
- No active TodoWrite items in memory
```
**Auto-Execution (No Manual Command)**:
```yaml
Wave 1 - PARALLEL Context Restoration:
1. Bash: git status && git branch
2. PARALLEL Read (silent):
- Read docs/memory/pm_context.md (if exists)
- Read docs/memory/last_session.md (if exists)
- Read docs/memory/next_actions.md (if exists)
- Read docs/memory/current_plan.json (if exists)
- Read CLAUDE.md (ALWAYS)
- Read docs/patterns/*.md (recent 5 files)
Checkpoint - Confidence Check (200 tokens):
❓ "全ファイル読めた?"
❓ "コンテキストに矛盾ない?"
❓ "次のアクション実行に十分な情報?"
IF confidence >70%:
→ Output: 📍 [branch] | [status] | 🧠 [token]%
→ Ready for user request
ELSE:
→ Report what's missing
→ Request user clarification
```
**Key Change**: This happens **automatically** at session start, not via `/sc:pm` command.
### 2. Documentation Guardian (Continuous)
**Purpose**: Ensure documentation is ALWAYS read before making changes
**Trigger Detection**:
```yaml
pre_write_checks:
- BEFORE any Write tool usage
- BEFORE any Edit tool usage
- BEFORE complex TodoWrite (>3 tasks)
detection_logic:
IF tool_name in [Write, Edit, MultiEdit]:
AND file_path matches project patterns:
→ Auto-trigger Documentation Guardian
```
**Auto-Execution**:
```yaml
Documentation Guardian Protocol:
1. Identify Relevant Docs:
file_path: src/auth.ts
→ Read docs/patterns/authentication-*.md
→ Read docs/mistakes/auth-*.md
→ Read CLAUDE.md sections matching "auth"
2. Confidence Check:
❓ "関連ドキュメント全部読んだ?"
❓ "過去の失敗パターン把握してる?"
❓ "既存の成功パターン確認した?"
IF any_missing:
→ Read missing docs
→ Update understanding
→ Proceed with implementation
ELSE:
→ Proceed confidently
3. Pattern Matching:
IF similar_mistakes_found:
⚠️ "過去に同じミス発生: [mistake_pattern]"
⚠️ "防止策: [prevention_checklist]"
→ Apply prevention before implementation
```
**Key Change**: Automatic documentation reading BEFORE any file modification.
### 3. Commander Mode (On-Demand)
**Purpose**: Orchestrate complex multi-step tasks with sub-agents
**Trigger Detection**:
```yaml
commander_triggers:
complexity_based:
- TodoWrite with >3 tasks
- Operations spanning >3 files
- Multi-directory scope (>2 dirs)
- Keywords: "refactor", "migrate", "redesign"
explicit_keywords:
- "orchestrate"
- "coordinate"
- "delegate"
- "parallel execution"
```
**Auto-Execution**:
```yaml
Commander Protocol:
1. Task Analysis:
- Identify independent vs dependent tasks
- Determine parallelization opportunities
- Select appropriate sub-agents
2. Orchestration Plan:
tasks:
- task_1: [agent-backend] → auth refactor
- task_2: [agent-frontend] → UI updates (parallel)
- task_3: [agent-test] → test updates (after 1+2)
parallelization:
wave_1: [task_1, task_2] # parallel
wave_2: [task_3] # sequential dependency
3. Execution with Tracking:
- TodoWrite for overall plan
- Sub-agent delegation via Task tool
- Progress tracking in docs/memory/checkpoint.json
- Validation gates between waves
4. Synthesis:
- Collect sub-agent outputs
- Integrate results
- Final validation
- Update documentation
```
**Key Change**: Auto-activates when complexity detected, no manual command needed.
### 4. Post-Implementation Auto-Documentation
**Trigger Detection**:
```yaml
completion_indicators:
test_based:
- "All tests passing" in output
- pytest: X/X passed
- ✅ keywords detected
task_based:
- All TodoWrite items marked completed
- No pending tasks remaining
explicit:
- User says "done", "finished", "complete"
- Commit message created
```
**Auto-Execution**:
```yaml
Post-Implementation Protocol:
1. Self-Evaluation (The Four Questions):
❓ "テストは全てpassしてる"
❓ "要件を全て満たしてる?"
❓ "思い込みで実装してない?"
❓ "証拠はある?"
IF any_fail:
❌ NOT complete
→ Report actual status
ELSE:
✅ Proceed to documentation
2. Pattern Extraction:
- What worked? → docs/patterns/[pattern].md
- What failed? → docs/mistakes/[mistake].md
- New learnings? → docs/memory/patterns_learned.jsonl
3. Knowledge Base Update:
IF global_pattern_discovered:
→ Update CLAUDE.md with new rule
IF project_specific_pattern:
→ Update docs/patterns/
IF anti_pattern_identified:
→ Update docs/mistakes/
4. Session State Update:
- Write docs/memory/session_summary.json
- Update docs/memory/next_actions.md
- Clean up temporary docs (>7 days old)
```
**Key Change**: Automatic documentation after task completion, no manual trigger needed.
### 5. Mistake Handler (Immediate)
**Trigger Detection**:
```yaml
error_indicators:
test_failures:
- "FAILED" in pytest output
- "Error" in test results
- Non-zero exit code
runtime_errors:
- Exception stacktrace detected
- Build failures
- Linter errors (critical only)
validation_failures:
- Type check errors
- Schema validation failures
```
**Auto-Execution**:
```yaml
Mistake Handler Protocol:
1. STOP Current Work:
→ Halt further implementation
→ Do not workaround the error
2. Reflexion Pattern:
a) Check Past Errors:
→ Grep docs/memory/solutions_learned.jsonl
→ Grep docs/mistakes/ for similar errors
b) IF similar_error_found:
✅ "過去に同じエラー発生済み"
✅ "解決策: [past_solution]"
→ Apply known solution
c) ELSE (new error):
→ Root cause investigation
→ Document new solution
3. Documentation:
Create docs/mistakes/[feature]-YYYY-MM-DD.md:
- What Happened (現象)
- Root Cause (根本原因)
- Why Missed (なぜ見逃したか)
- Fix Applied (修正内容)
- Prevention Checklist (防止策)
- Lesson Learned (教訓)
4. Update Knowledge Base:
→ echo '{"error":"...","solution":"..."}' >> docs/memory/solutions_learned.jsonl
→ Update prevention checklists
```
**Key Change**: Immediate automatic activation when errors detected, no manual trigger.
## Removal of Manual `/sc:pm` Command
### Current State
- `/sc:pm` command in `~/.claude/commands/sc/pm.md`
- Requires user to manually invoke every session
- Inconsistent application
### Proposed Change
- **Remove** `/sc:pm` command entirely
- **Replace** with behavior-based auto-activation
- **Keep** pm-agent persona for all behaviors
### Migration Path
```yaml
Step 1 - Update pm-agent.md:
Remove: "Manual Invocation: /sc:pm command"
Add: "Auto-Activation: Behavior-based triggers (see below)"
Step 2 - Delete /sc:pm command:
File: ~/.claude/commands/sc/pm.md
Action: Archive or delete (functionality now in persona)
Step 3 - Update rules.md:
Agent Orchestration section:
- Remove references to /sc:pm command
- Add auto-activation trigger documentation
Step 4 - Test Auto-Activation:
- Start new session → Should auto-restore context
- Make file changes → Should auto-read relevant docs
- Complete task → Should auto-document learnings
- Encounter error → Should auto-trigger mistake handler
```
## Benefits
### 1. No Manual Commands Required
- ✅ PM Agent always active, never forgotten
- ✅ Consistent documentation reading
- ✅ Automatic knowledge base maintenance
### 2. Context-Aware Activation
- ✅ Right behavior at right time
- ✅ No unnecessary overhead
- ✅ Efficient token usage
### 3. Guaranteed Documentation Quality
- ✅ Always read relevant docs before changes
- ✅ Automatic pattern documentation
- ✅ Mistake prevention through Reflexion
### 4. Seamless Orchestration
- ✅ Auto-detects complex tasks
- ✅ Auto-delegates to sub-agents
- ✅ Auto-tracks progress
## Token Budget Impact
```yaml
Current (Manual /sc:pm):
If forgotten: 0 tokens (no PM functionality)
If remembered: 200-500 tokens per invocation
Average: Inconsistent, user-dependent
Proposed (Auto-Activation):
Session Start: 200 tokens (ALWAYS)
Documentation Guardian: 0-100 tokens (as needed)
Commander: 0 tokens (only if complex task)
Post-Implementation: 200-2,500 tokens (only after completion)
Mistake Handler: 0 tokens (only if error)
Total per session: 400-3,000 tokens (predictable)
Trade-off: Slight increase in baseline usage
Benefit: 100% consistent PM Agent functionality
ROI: Prevents 5K-50K token waste from wrong implementations
```
## Implementation Checklist
```yaml
Phase 1 - Core Auto-Activation:
- [ ] Update pm-agent.md with auto-activation triggers
- [ ] Remove session start from /sc:pm command
- [ ] Test session start auto-restoration
- [ ] Verify token budget calculations
Phase 2 - Documentation Guardian:
- [ ] Add pre-write documentation checks
- [ ] Implement pattern matching logic
- [ ] Test with various file operations
- [ ] Verify no performance degradation
Phase 3 - Commander Mode:
- [ ] Add complexity detection logic
- [ ] Implement sub-agent delegation
- [ ] Test parallel execution patterns
- [ ] Verify progress tracking
Phase 4 - Post-Implementation:
- [ ] Add completion detection logic
- [ ] Implement auto-documentation triggers
- [ ] Test pattern extraction
- [ ] Verify knowledge base updates
Phase 5 - Mistake Handler:
- [ ] Add error detection logic
- [ ] Implement Reflexion pattern lookup
- [ ] Test mistake documentation
- [ ] Verify prevention checklist updates
Phase 6 - Cleanup:
- [ ] Archive /sc:pm command
- [ ] Update all documentation
- [ ] Remove manual invocation references
- [ ] Final integration testing
```
## Example Workflow (After Implementation)
```yaml
User Session:
1. Start Conversation:
Claude: [Auto-activates PM Agent]
Claude: 📍 feature/auth | ✨ Clean | 🧠 15% (30K/200K)
User: "Fix authentication bug in auth.ts"
2. Pre-Implementation:
Claude: [Documentation Guardian activates]
Claude: [Reads docs/patterns/authentication-*.md silently]
Claude: [Reads docs/mistakes/auth-*.md silently]
Claude: ⚠️ Past mistake found: "Missing token validation"
Claude: Applying prevention checklist before implementation...
3. Implementation:
Claude: [Makes changes with prevention applied]
Claude: [Runs tests]
Claude: ✅ All tests passing
4. Post-Implementation:
Claude: [Auto-activates documentation]
Claude: [Runs Four Questions self-check]
Claude: [Extracts pattern: "Token validation pattern"]
Claude: [Updates docs/patterns/authentication-token-validation.md]
Claude: ✅ Task complete with documentation updated
User: [Never had to invoke /sc:pm manually]
```
## Conclusion
This architecture ensures PM Agent functionality is **always active** through behavior-based triggers, eliminating the need for manual `/sc:pm` command invocation while maintaining clear responsibility separation and guaranteed documentation quality.

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# PM Agent Responsibility Cleanup & MCP Integration
## 問題整理
### 1. 既存MODEとの重複
**MODE_Task_Management.md と pm-agent.md が完全重複**:
```yaml
MODE_Task_Management.md:
- write_memory() / read_memory() 使用
- Serena MCP依存
- セッション開始時のlist_memories()
- TodoWrite + memory並行管理
pm-agent.md:
- docs/memory/ ファイル管理
- ローカルファイルベース
- セッション開始時のRead並行実行
- TodoWrite + docs/memory/並行管理
結論: 完全に機能が重複、統合必須
```
### 2. Memory管理の責務が不明確
**現状の問題**:
```yaml
docs/memory/:
- いつクリアするか決まってない
- ファイルベース vs MCP memoryの使い分け不明
- ライフサイクル管理なし
write_memory() (Serena MCP):
- いつ使うべきか不明確
- docs/memory/との使い分けなし
- 削除タイミング不明
```
### 3. MCPの役割分担が曖昧
**ユーザーの指摘**:
- Serena = コード理解に使う
- Memory = Mindbaseに任せるべき
- 現状は役割が混在
## 解決策: 責務の明確化
### Memory Management Strategy
```yaml
Level 1 - Session Memory (Mindbase MCP):
Purpose: 会話履歴の長期保存Claude Code標準機能
Technology: Mindbase MCP (自動管理)
Scope: 全プロジェクト横断
Lifecycle: 永続(自動管理)
Use Cases:
- 過去の会話検索
- 長期的なパターン学習
- プロジェクト間の知識共有
Level 2 - Project Documentation (File-based):
Purpose: プロジェクト固有の知識ベース
Technology: Markdown files in docs/
Scope: プロジェクトごと
Lifecycle: Git管理明示的削除まで永続
Locations:
docs/patterns/: 成功パターン(永続)
docs/mistakes/: 失敗記録(永続)
CLAUDE.md: グローバルルール(永続)
Level 3 - Task State (Serena MCP - Code Understanding):
Purpose: コードベース理解のためのシンボル管理
Technology: Serena MCP
Scope: セッション内
Lifecycle: セッション終了で自動削除
Use Cases:
- コード構造の理解
- シンボル間の関係追跡
- リファクタリング支援
Level 4 - TodoWrite (Claude Code Built-in):
Purpose: 現在のタスク進捗管理
Technology: Claude Code標準機能
Scope: セッション内
Lifecycle: タスク完了で削除
Use Cases:
- 現在進行中のタスク追跡
- サブタスクの管理
- 進捗の可視化
```
### Memory Lifecycle Rules
```yaml
Session Start:
1. Mindbaseから過去の関連会話を自動ロードClaude Code標準
2. docs/patterns/ と docs/mistakes/ を読む(必要に応じて)
3. CLAUDE.md を常に読む
4. Serena: 使わない(コード理解時のみ)
5. TodoWrite: 新規作成(必要なら)
During Work:
1. Mindbase: 自動保存Claude Code標準
2. docs/: 新しいパターン/ミスを文書化
3. Serena: コード理解時のみ使用
4. TodoWrite: 進捗更新
Session End:
1. Mindbase: 自動保存Claude Code標準
2. docs/: 学習内容を永続化
3. Serena: 自動削除(何もしない)
4. TodoWrite: 完了タスクはクリア
Monthly Maintenance:
1. docs/patterns/: 古い(>6ヶ月で未参照なら削除
2. docs/mistakes/: 重複をマージ
3. CLAUDE.md: ベストプラクティス抽出
```
### MCP Role Clarification
```yaml
Mindbase MCP (会話履歴):
Auto-Managed: Claude Codeが自動管理
PM Agent Role: なし(自動で動く)
User Action: なし(透明)
Serena MCP (コード理解):
Trigger: コードベース理解が必要な時のみ
PM Agent Role: コード理解時に自動活用
Examples:
- リファクタリング計画
- シンボル追跡
- コード構造分析
NOT for: タスク管理、会話記憶
Sequential MCP (複雑な推論):
Trigger: 複雑な分析・設計が必要な時
PM Agent Role: Commander modeで活用
Examples:
- アーキテクチャ設計
- 複雑なデバッグ
- システム分析
Context7 MCP (ドキュメント参照):
Trigger: 公式ドキュメント参照が必要な時
PM Agent Role: Pre-Implementation Confidence Check
Examples:
- ライブラリの使い方確認
- ベストプラクティス参照
- API仕様確認
```
## 統合後のPM Agent Architecture
### 削除すべきもの
```yaml
DELETE:
1. docs/memory/ ディレクトリ全体
理由: Mindbaseと重複、ライフサイクル不明確
2. MODE_Task_Management.md の memory操作部分
理由: pm-agent.mdと重複
3. pm-agent.md の docs/memory/ 参照
理由: Mindbaseに統合
4. write_memory() / read_memory() 使用
理由: Serenaはコード理解専用
```
### 統合後の責務
```yaml
PM Agent Core Responsibilities:
1. Session Lifecycle Management:
Start:
- Git status確認
- CLAUDE.md読み込み
- docs/patterns/ 最近5件読み込み
- Mindbase自動ロードClaude Code標準
End:
- docs/patterns/ or docs/mistakes/ 更新
- CLAUDE.md更新必要なら
- Mindbase自動保存Claude Code標準
2. Documentation Guardian:
- 実装前にdocs/patterns/とdocs/mistakes/を確認
- 関連ドキュメントを自動読み込み
- Pre-Implementation Confidence Check
3. Commander (Complex Tasks):
- TodoWrite でタスク管理
- Sequentialで複雑な分析
- 並列実行の調整
4. Post-Implementation Documentation:
- 成功パターン → docs/patterns/
- 失敗記録 → docs/mistakes/
- グローバルルール → CLAUDE.md
5. Mistake Handler (Reflexion):
- docs/mistakes/ 検索(過去の失敗確認)
- 新しいミス → docs/mistakes/ 文書化
- 防止策の適用
```
### 簡潔な実装
**不要な複雑性の削除**:
```yaml
削除:
- docs/memory/ 全体Mindbaseで代替
- write_memory() 使用Serenaはコード理解専用
- 複雑なメモリ管理ロジック
残す:
- docs/patterns/(成功パターン)
- docs/mistakes/(失敗記録)
- CLAUDE.mdグローバルルール
- TodoWrite進捗管理
```
**シンプルな自動起動**:
```yaml
Session Start:
1. git status && git branch
2. Read CLAUDE.md
3. Read docs/patterns/*.md (最近5件)
4. Mindbase自動ロード透明
5. 準備完了 → ユーザーリクエスト待機
実装前:
1. 関連docs/patterns/とdocs/mistakes/読む
2. Confidence Check
3. Context7で公式ドキュメント確認必要なら
実装中:
1. TodoWrite更新
2. コード理解が必要 → Serena使用
3. 複雑な分析 → Sequential使用
実装後:
1. パターン抽出 → docs/patterns/
2. ミス記録 → docs/mistakes/
3. グローバルルール → CLAUDE.md
4. Mindbase自動保存
```
## 移行手順
```yaml
Phase 1 - Cleanup:
- [ ] docs/memory/ ディレクトリ削除
- [ ] MODE_Task_Management.md からmemory操作削除
- [ ] pm-agent.md からdocs/memory/参照削除
Phase 2 - MCP Role Clarification:
- [ ] pm-agent.md にMCP使用ガイドライン追加
- [ ] Serena = コード理解専用 明記
- [ ] Mindbase = 自動管理 明記
- [ ] Sequential = 複雑な分析 明記
- [ ] Context7 = 公式ドキュメント参照 明記
Phase 3 - Documentation:
- [ ] docs/patterns/README.md 作成(成功パターン記録ガイド)
- [ ] docs/mistakes/README.md 作成(失敗記録ガイド)
- [ ] Memory管理ポリシー文書化
Phase 4 - Testing:
- [ ] セッション開始の自動ロードテスト
- [ ] 実装前のドキュメント確認テスト
- [ ] 実装後の文書化テスト
- [ ] MCPの適切な使用テスト
```
## 利点
**シンプルさ**:
- ✅ Memory管理層が明確Mindbase / File-based / TodoWrite
- ✅ MCPの役割が明確Serena=コード、Sequential=分析、Context7=ドキュメント)
- ✅ 不要な複雑性削除docs/memory/削除、write_memory()削除)
**保守性**:
- ✅ ライフサイクルが明確(永続 vs セッション内)
- ✅ 責務分離(会話=Mindbase、知識=docs/、進捗=TodoWrite
- ✅ 削除ルールが明確(月次メンテナンス)
**効率性**:
- ✅ 自動管理Mindbase、Serena自動削除
- ✅ 必要最小限のファイル読み込み
- ✅ 適切なMCP使用コード理解時のみSerena
## 結論
**削除**: docs/memory/全体、write_memory()使用、MODE_Task_Management.mdのmemory部分
**統合**: Mindbase会話履歴+ docs/(知識ベース)+ TodoWrite進捗+ Serenaコード理解
**簡潔化**: 責務を明確にして、不要な複雑性を削除
これでPM Agentはシンプルかつ強力になります。