Interview

---
name: interview
description: Phase 1 of building a Claude Managed Agent — interview the founder about the one job the agent should do, then produce a build sheet (CMA primitives table + v1/v2 deferrals + eval plan) WITHOUT needing their API key yet. Use when the user says "help me scope an agent", "I have an idea for an agent", "what should this agent be", or when the orchestrator routes phase=interview. Drives the six intake slots (job, trigger, inputs, actions, definition-of-done, recurrence) via AskUserQuestion, maps them to primitives with interview_planner.py, assembles build-sheet.json with build_sheet_builder.py, and validates limits with primitives_validator.py. Connectors are mockable in v0 (schema-true custom tools); real MCP servers become v1 deferrals. Distinct from stage-launch (which turns the sheet into payloads).
version: 2.11.2
author: Alireza Rezvani
license: MIT
tags: [cma, interview, scoping, build-sheet, primitives, deferrals, eval-plan]
compatible_tools: [claude-code, codex-cli, cursor, antigravity, opencode, gemini-cli]
---

# Phase 1 — Interview → Plan

Open warmly with one or two examples from
[`../../references/examples-bank.md`](../../references/examples-bank.md), then interview
the founder into a **build sheet**. No API key needed in this phase — the output
is a plan.

## The six intake slots (ask one at a time; use AskUserQuestion for choices)

| Slot | Question | Maps to |
|---|---|---|
| **Job** | "What one job should this agent do end-to-end?" | `agent.system` + outcome `description` |
| **Trigger** | "What kicks it off — you ask it, an event, or a schedule?" | on-demand / event / cron |
| **Inputs** | "What does it read?" (files, repo, memory, gmail/slack/github, web) | resources / MCP servers / memory |
| **Actions** | "What does it do?" (draft, write, call APIs, run code) | agent toolset / custom tools / MCP |
| **Done** | "How would you grade a good run?" | outcome `rubric` (required) |
| **Recurrence** | "Once, on request, or on a cadence?" | single-pass / grade-loop / cron-loop |

See [`../../references/interview-to-config.md`](../../references/interview-to-config.md)
for the full mapping.

## Workflow

1. **Interview.** Walk the six slots. Capture the founder's own words — never
   invent specifics they didn't claim.
2. **Map to primitives.**
   ```bash
   python3 scripts/interview_planner.py \
     --job "Triage overnight support email" --trigger schedule \
     --inputs "gmail,memory" --actions "label,reply" \
     --dod "one label per email, grounded reason, no invented facts" \
     --recurrence daily --out ./my-agent/plan.json
   ```
   MCP inputs become **schema-true mock custom tools** in v0 and a **v1 deferral**
   to wire the real server. Irreversible actions (send/publish) become **v2
   deferrals** behind `always_ask`.
3. **Assemble the sheet.**
   ```bash
   python3 scripts/build_sheet_builder.py --plan ./my-agent/plan.json --out-dir ./my-agent
   ```
4. **Validate limits.**
   ```bash
   python3 scripts/primitives_validator.py --sheet ./my-agent/build-sheet.json
   ```
   FAIL blocks progress; fix and re-run. WARN is advisory (surface it).
5. **Record the plan in the goal.** `goal_state.py set --phase stage-launch
   --artifact build_sheet=./my-agent/build-sheet.json`, then advance.

## Hard rules

- **v0 is the core job only.** Everything else is a versioned deferral with a
  reason and an exact mechanism.
- **Their problem, their words.**
- **No key yet.** The interview produces a plan; the key is a Phase-2 concern.

## Forcing-question library (recommend + cite)

1. "What one job — singular?" *Recommend:* the most-repeated task. *Cite:*
   interview-to-config.md. Two jobs → two agents.
2. "Real integration or v0 mock?" *Recommend:* mock; wire MCP as v1. *Cite:*
   interview-to-config.md rule 1.
3. "How do you grade it?" *Recommend:* 3–5 grounded rubric lines. *Cite:*
   cma-primitives.md (rubric required).
4. "Smarter over time?" *Recommend:* attach memory only if yes. *Cite:*
   cma-primitives.md (memory limits + injection).
5. "Once, or on a cadence?" *Recommend:* on-demand v0, schedule as Phase-4.
   *Cite:* loops-and-workflows.md.

## Tools

- `scripts/interview_planner.py` — answers → primitives skeleton + deferrals.
- `scripts/build_sheet_builder.py` — assemble/normalize build-sheet.json.
- `scripts/primitives_validator.py` — validate vs CMA limits (PASS/WARN/FAIL).