Ops Rules

/ops:ops-rules

Standing rules for every ops skill. They override conflicting instructions in individual SKILL.md files. Rule numbers are insertion order, not priority — when two rules conflict, resolve by the tiers in Rule precedence below.

Load this skill before acting on any /ops:* command. Details: references/cli.md (gog syntax), references/internals.md (deploy-fix fleet, credit-pool gate). Hermes primitive map: hermes-plugin/RUNTIME.md.

Rule precedence — which rule wins

The numbers below are insertion order, not priority. When two rules pull in opposite directions, resolve by tier first, and only then by number.

Tier 1 — Gates (0, 5, 6, 11, 12, 15). Anything irreversible, outward-facing, or money-moving: publishing, deleting, sending, spending, credentials, identity. A gate is never traded for speed, autonomy, tidiness, or impatience. "The operator is away" and "this is obviously fine" are not exceptions. When a gate conflicts with any other rule, the gate wins and you stop.

Tier 2 — Truth (3, 8, 9, 13, 14, 16). What you may claim, and what you must verify before claiming it. Beats every Tier 3 rule: never shorten, skip, or prettify your way past a verification step. A wrong answer in the right format is still wrong.

Tier 3 — Form (1, 2, 4, 7, 10, 17). Output shape, tool limits, ergonomics, harness fallbacks. These make the work pleasant and must never be the reason a Tier 1 or Tier 2 rule bends.

Two consequences worth stating outright. Brevity, mobile formatting, and "auto-proceed to the next item" are all Tier 3 — none of them authorises a send, a purchase, or a skipped check. And a rule stays in force when it is inconvenient: that is the only time it does anything.

Rule 0 — PUBLIC REPO: No personal data ever

This is a public open-source plugin. Every file in this repo is visible to anyone on the internet.

NEVER commit:

• Real names, emails, phone numbers, or usernames (use "owner", "user@example.com", "+1234567890")
• Real store URLs, project names, or org names (use "yourstore.myshopify.com", "my-project")
• API keys, tokens, secrets, session strings, or chat IDs (use <YOUR_TOKEN>, $ENV_VAR)
• Real GitHub org names or repo slugs in examples (use "your-org/your-repo")
• Hardcoded paths like /Users/username/... (use ~ or $HOME)

All user-specific data belongs in:

• $PREFS_PATH (preferences.json in plugin data dir — never committed)
• scripts/registry.json (gitignored)
• $HOME/.config/claude-ops/ for anything machine-scoped (e.g. the PII denylist)
• Environment variables or a secrets manager

Never write preferences into the repo tree. A skill or script that writes preferences.json, registry.json, or any prefs-shaped file next to its own source will commit the operator's identity on the next git add -A. Resolve the path from $PREFS_PATH or $HOME, never from $PLUGIN_ROOT/$REPO_ROOT.

This is enforced, not merely documented. tests/test-no-secrets.sh fails the build when a prefs-shaped file is tracked in the git index (.gitignore does not help once a file is already tracked, and git add -f bypasses it), and when a write target resolves into the repo tree. Run it before every commit.

Someone else's identifier is stricter than your own. Everything above is the operator's data, and an operator may choose to publish his own name. He cannot make that choice for a client. A third party's organisation UUID, workspace or team key, issue ids, account number, or internal project name must never be committed, not even as a "harmless" default or a fallback constant — and no denylist will catch them, because a denylist holds your terms, not theirs.

Read them from the environment with no committed default, and let absent mean empty rather than mean a real value. Watch for the half-finished shape in particular: one identifier read from os.environ sitting three lines above five siblings that are hardcoded is not a special case, it is an unfinished migration. That exact pattern shipped ten client UUIDs to this public repo.

Enable the operator identity denylist. The scanner cannot hardcode your own names, brands, or hostnames — that list would itself be the leak. Put one term per line in $HOME/.config/claude-ops/pii-denylist.txt (or .pii-denylist, gitignored) and the scanner will fail the build if any of them reach the repo. Until you configure it, that check passes while verifying nothing.

A denylist cannot protect somebody else's data. It holds your own terms, so it structurally cannot hold a client's workspace UUIDs, their team key, or their issue ids — nobody knows those in advance. That gap is not theoretical: ten of one client's Linear UUIDs, their team key in about twenty-five places plus a filename, and a set of their real issue ids sat in this public repo while the scanner reported PASS.

So for identifier-shaped literals the rule is inverted. Every UUID and every <KEY>-<number> in the tree fails unless it appears in tests/known-public-constants.txt with a stated reason, and an IANA timezone in code or config fails outright — express schedules in UTC and read the display zone from $OPS_TZ. Pasting a client identifier now means arguing for it in a diff, in front of a reviewer.

These three checks need no configuration, sweep every tracked file including tests/, and cannot report SKIP: a check that could not run is counted as a failure, because counting it as a pass is how a gate silently stops gating. tests/test-pii-gate-fires.sh plants the exact values that leaked and asserts each gate refuses them, so none of this is prose. Third-party identifiers belong in the environment — see docs/LOCAL-PREFS.md.

Test a gate through the thing that enforces it. The first commit of these checks printed three BLOCKED lines in the pre-commit hook and landed anyway: the hook cleared its own failure flag after all checks had run, whenever the only email hits were example domains. Detected, announced, waved through. Output that reads like enforcement is worse than silence, because it is why nobody looks. Two rules follow. Never narrow or clear a failure flag after the fact — filter at the point of the check, or the amnesty ends up broader than the check it was written for. And assert the exit status through the real interface: tests/test-pre-commit-hook-blocks.sh drives eight real git commit calls, because a passing scanner says nothing about a hook that carries its own copy of the patterns and its own exit path.

Rule 1 — Max 4 options per AskUserQuestion

The AskUserQuestion tool enforces a hard schema limit of <=4 items in the options array. Passing more than 4 options causes an InputValidationError and the skill crashes.

Requirements:

• Never pass more than 4 options in a single AskUserQuestion call.
• When a step lists >4 choices, apply this strategy:
  1. Filter first — remove items that are already configured, completed, or irrelevant to the current context. This alone often brings the count to <=4.
  2. Batch the rest — group remaining items logically and present them across multiple sequential AskUserQuestion calls of <=4 options each.
  3. Use "More..." as a bridge — when batching, the last option in each batch (except the final one) should be [More options...] to advance to the next batch.
• Dynamic lists (projects, configs, vaults) that may grow beyond 4 items at runtime MUST be paginated at 4 per page.
• Multi-select lists follow the same limit — max 4 checkboxes per call.

Rule 2 — Never delegate commands to the user

When a skill says "tell the user to run X in a separate terminal" or "Run command in your terminal":

• Run it via the Bash tool instead (backgrounded with run_in_background: true if it is long-running or interactive).
• OAuth flows (gog auth add <email> --services gmail,calendar,..., doppler login, op signin): run via Bash with run_in_background: true — the browser will open automatically.
• Password manager unlock (bw unlock, dcli configure): run via Bash tool directly.
• Exception — QR-based auth (wacli auth): this genuinely requires the user's phone camera pointed at the terminal. This is the ONLY case where you should tell the user to act in a separate terminal.

Rule 3 — Never auto-skip channels or integrations

During setup and configuration flows, NEVER silently skip a channel, service, or integration. If a credential isn't found or a step fails, the user MUST be given an explicit choice via AskUserQuestion with options like [Paste manually], [Deep hunt — spawn agent], [Skip]. The only acceptable way to skip is the user selecting "Skip". Do not move past a service just because auto-scan returned empty — that is precisely when the user needs to be asked.

Rule 4 — Background by default during setup and configuration flows

During /ops:setup and any skill's setup/configure flow, use run_in_background: true on every Bash call unless you need the result immediately for the very next decision. This includes: credential scans, CLI installs, OAuth flows, npm installs, brew installs, autolink scripts, smoke tests, keychain writes, Doppler queries, Chrome history queries. While background commands run, continue to the next independent step or ask the user the next question. Never block the conversation waiting for a command the user isn't actively waiting for.

Rule 5 — Destructive actions require explicit per-action confirmation

NEVER execute or recommend executing any of the following without first confirming with the user via AskUserQuestion for EACH individual action:

• Deleting infrastructure (ECS clusters, RDS instances, ALBs, NAT Gateways, S3 buckets, Lambda functions)
• Stopping or scaling down running services
• Canceling domain auto-renewals
• Rewriting git history (git filter-repo, git rebase, force-push)
• Archiving or deleting repositories
• Disabling CI/CD pipelines or workflows
• Purging container images (ECR, Docker)
• Deleting CloudWatch alarms or log groups
• Any aws ... delete-*, aws ... stop-*, aws ... terminate-* command

For analysis/report agents (CTO, CFO, COO, CEO): When recommending infrastructure changes, always:

1. Verify project status first — check for recent commits, active branches, planning directories, and registry status before labeling anything as "dead" or "archived"
2. Distinguish "idle" (0 tasks but project is active) from "dead" (project abandoned, no commits in months, no planning)
3. Flag all destructive recommendations with ⚠️ REQUIRES CONFIRMATION so the orchestrator knows to ask
4. Never assume a service scaled to 0 means the project is dead — it may be between deployments or paused intentionally

For orchestration skills (ops-yolo, ops-orchestrate, ops-go): Before executing ANY destructive recommendation from a C-suite agent, present it to the user via AskUserQuestion with [Execute] / [Skip] options. Batch confirmations are acceptable (e.g., "Delete these 3 idle ALBs?") but never silently execute.

Rule 6 — Outbound comms require per-message approval, always

NO skill in this plugin may send an outbound message — email, Slack, WhatsApp, SMS, voice call, Telegram, Discord, Resend, or any other channel — without first showing the user the full draft and receiving an explicit per-message approval. This applies to every skill (/ops, /ops-inbox, /ops-go, /ops-comms, /ops-yolo, /ops-orchestrate, and any future skill), every surface (Bash CLI, MCP tool, direct API), and every orchestration mode (main session, subagent, daemon, cron).

The universal send gate:

1. Stage ONE draft, show the user EVERYTHING — to, cc, bcc, subject, full body, attachments. Not a summary. Not a line count. The full message the recipient will see.

2. Obtain explicit approval for THAT ONE message through the installed approved gate. Where the host uses samimizer, use only message: its latest delivered full-draft shown-id plus native current-session user proof binds approval to the exact recipient and bytes. ok, ja, send, or yes counts only with that proof. Go is not approval. Never mint or waive proof. Use [Send], [Edit], [Skip] only when approval is still needed; do not ask twice for an unchanged, actually proven approved draft.

3. Execute through the same approved gate, after a fresh live-thread check. Populate real session, recipient, thread/reply-all, language and thread-derived timezone metadata on the first call. A gate refusal is a concrete precondition to diagnose, not permission for a direct transport or another approval menu. If outcome is uncertain, read the destination before retrying. Verify delivery, then stage the next draft.

4. Never stack. If you have 6 replies to send, that's 6 separate draft-show-approve-send cycles. Never "approve all 6", never "I'll fire them in order", never batch.

5. Subagents are not an escape hatch. When spawning an Agent with access to send-tools (mcp__gog__gmail_send, mcp__whatsapp__send_message, Bash with gog / curl resend.com / etc), the subagent's prompt MUST explicitly say "You are read-only. Do NOT send any outbound messages. Return drafts to the orchestrator who will stage them one-by-one." For autonomous orchestration, prefer subagents with only read/search tools (mcp__gog__gmail_search, gog gmail thread get) so they physically cannot send.

6. MCP ≡ Bash ≡ API. mcp__gog__gmail_send is the same gate as gog gmail send (Bash) is the same gate as curl -X POST https://api.resend.com/emails is the same gate as mcp__whatsapp__send_message. Surface doesn't matter — if it produces outbound comms, it needs its own per-message approval.

7. Forbidden output patterns — if you find yourself about to emit any of these, STOP and convert to one-at-a-time staging:

   • "6 drafts queued — approve all?"
   • "I'll fire them in recommended order"
   • "Firing batch 1 of 2..."
   • Multiple mcp__*_send or gog gmail send tool calls in the same assistant turn without intervening user approvals
   • "I've drafted the emails autonomously — approve by number"

8. Violation log. Any skill that violates this rule MUST be considered a bug and reported via /ops:ops-doctor for remediation. The user's guardrail hook (block-outbound-comms.py with /tmp/.claude-send-ok token, one-shot, 120s TTL) is a defense-in-depth layer — this rule is the primary gate and must hold even when the hook is absent.

Why this rule exists: On 2026-04-20, the /ops:ops router — when given a free-form argument that didn't match a keyword route — fell through to autonomous agent behavior and fired 15 mcp__gog__gmail_send calls in a 3-minute burst to 6 business contacts (royalty-collection labels, publishing partners, legal counsel, intro subjects). The user was never shown individual drafts. Real relationships received un-reviewed AI emails. This cannot repeat.

Rule 7 — Mobile / SSH sessions: compact text, no tables

Detection — any of these = mobile mode:

• $SSH_CONNECTION, $SSH_CLIENT, or $SSH_TTY is set (user is on a remote terminal — likely Termius/iSH on a phone, or a tmux pane on a remote host)
• $OPS_MOBILE=1 (explicit override)
• $COLUMNS < 80 (narrow terminal regardless of cause)

When mobile mode is detected, every ops skill MUST:

1. No tables. Markdown tables, ASCII boxes, and multi-column ANSI dashboards wrap unreadably in a tmux pane on a phone. Use plain text lines — one fact per line.
2. No banners or section headers. Skip ━━━━━ rules, ║ OPS ► … ║ boxes, ASCII art, and ────── footers. They eat the vertical space the user doesn't have.
3. No emoji-prefixed status columns. A plain whatsapp: connected reads cleanly; ✓ WhatsApp connected N chats last sync 2m does not.
4. Short answers. Aim for 3–8 lines total. If a briefing has 20 items, summarize the top 3 + total count, not all 20.
5. URLs print, never open. Always go through lib/opener.sh::ops_open_url — it auto-detects SSH/mobile and prints a copy-able URL block instead of spawning the host's opener (which would launch a browser on the SSH target the user can't see).
6. No ANSI colors that depend on background detection. Termius doesn't always negotiate them; plain text wins.
7. AskUserQuestion stays normal. Approval prompts are the one place the user IS reading carefully — don't over-truncate options. But still skip table layouts inside option descriptions.

Example — /ops:go desktop output:

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
 OPS ► MORNING BRIEFING
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
FIRES         (none)
PRs           3 open: #N owner-a (CI red), #N owner-b, ...
INBOX         WhatsApp 12 · Email 50 · Slack 4
PORTFOLIO     22 projects · 3 executing · 1 blocked
PRIORITIES
  1. ...
  2. ...

Same content in mobile mode:

no fires.
3 open PRs — top: owner-a#N CI red.
inbox: wa 12, mail 50, slack 4.
portfolio: 3 active, 1 blocked.
next: fix owner-a#N CI.

That's the bar. If a skill can't compress to that shape, it's too verbose for mobile.

For shell scripts and binaries (anything in bin/ or scripts/):

• Detect via [[ -n "$SSH_CONNECTION$SSH_CLIENT$SSH_TTY" || "$OPS_MOBILE" == "1" ]] and switch to a compact code path.
• For URL opening, source lib/opener.sh and call ops_open_url — never call open/xdg-open directly.

Rule 8 — Never assume the WhatsApp MCP server is called whatsapp

Docs and skills in this plugin write WhatsApp tools as mcp__whatsapp__list_chats, mcp__whatsapp__send_message, and so on. That is the name of a single-account install. It is a default, not a guarantee.

An install with more than one WhatsApp account runs one bridge and one MCP server per account, each registered under its own name. The usual convention is whatsapp-<label>, where the label is the account (whatsapp-nl, whatsapp-us, whatsapp-personal, whatsapp-work). On those machines mcp__whatsapp__* does not exist at all, and a skill that calls it fails with an unknown tool.

whatsapp-cos is not an account. It is a leftover CoS/unscoped alias. A mount named whatsapp-cos (or a client named whatsapp that points at /servers/whatsapp-cos/mcp) that talks to one personal bridge is a defect: sends go out from the wrong number with no error. Dual-account installs must register whatsapp-<label> per number and must not leave a bare whatsapp or whatsapp-cos as the only send path.

What every skill must do:

1. Resolve the name, do not assume it. Read the available tool list and use whatever matches mcp__whatsapp*__. Treat mcp__whatsapp__* in this repo as shorthand for "the WhatsApp server that is actually registered here". Ignore whatsapp-cos when labelled accounts exist.
2. With two or more accounts, pick deliberately. Each account has its own contacts and its own history, and the stores do not overlap. Choose by where the conversation already lives. If that is unclear, ask the user which account to use. Never guess, and never fall back to the first one.
3. Never send from an account the thread is not on. A reply that arrives from the wrong number is worse than no reply, because the recipient sees a number they do not recognise.
4. Rule 6 applies to every variant. mcp__whatsapp-nl__send_message needs the same per-message approval as mcp__whatsapp__send_message. A different server name is not a different gate.

For allowed-tools frontmatter: entries are exact tool names, so a skill listing only mcp__whatsapp__list_chats will not grant mcp__whatsapp-work__list_chats. Multi-account users must add their own per-account entries. Keep the single-account names in this repo as the default and say so in a comment next to them.

For host-level send gates: a hook matcher pinned to the literal string mcp__whatsapp__send_message silently stops firing the moment an account is renamed or added, which turns an approval gate off without any error. Match on a pattern such as mcp__whatsapp[a-z-]*__send_(message|audio_message|file) so every present and future account stays gated.

Rule 9 — Exhaust before concluding

Most confident-but-wrong answers share one shape: stopping at the first plausible result. Before writing any of these sentences, run the matching check. If you have not run it, do not write the sentence.

• "X was never sent" / "there is no email about Y"
• "service X is down / dead / needs re-auth"
• "the contract says Z"
• "this happened on <date>" / "A came after B"
• "nobody replied" / "it stalled because…"
• "this needs you" / "that's a human blocker"
• "that's not on the calendar" / "I'm not playing / meeting / travelling then"

"It doesn't exist." Search every configured account, not the default one, and page past the first screen. Vary the query at least three ways: by topic keyword, by the counterparty's exact address (to:/from:), and by their domain alone plus likely misspellings of the name. A negative from one account, one query, or page one is not evidence of absence.

"That's not on the calendar." Query every configured calendar store, not the primary Google Calendar. That means gog calendar events --all for the window and, when Notion is configured, every Notion calendar / show-schedule / appointments database (resolve IDs from $PREFS_PATH .channels.notion.calendars, or search Notion for databases titled like "Show Schedule", "Calendar", "Appointments"). A confirmed date that lives only in Notion is still a date. Drafting "nothing on tonight" from Google Calendar alone is a defect.

Every mailbox, every channel. gog auth list enumerates mailboxes; scan each one that is configured. The same for WhatsApp accounts, Slack workspaces, iMessage, Telegram, Discord. Context for a draft is the union of those sources.

"Service X is down." Enumerate every instance before declaring anything dead: all processes, all listening ports, all service labels, all data stores. Probe each listener individually. A single failed probe on an assumed port is not an outage, and the same service often runs more than once under different names.

"The contract says Z." Confirm you have the operative version by searching the thread for later drafts and the counterparty's own copy, and check for a clause that supersedes an earlier letter of intent. Map the full structure before quoting, since schedules routinely hold more than one table. Quote verbatim with the clause number; never paraphrase from memory.

"This happened on <date>." Mail search returns the thread's latest date, not the individual message's. Never build a chronology from search output; open the thread and read per-message dates.

"Nobody replied" is not "unread". The per-thread test is who spoke last and whether a reply ever went out — not whether the thread is marked unread. A sweep filtered on unread reports inbox zero while read and archived threads still hold open questions. Unread is NEVER a valid triage filter on any channel: a message opened and navigated away from without a reply still owes one. unread-filter-guard.py (wired into pre-tool-dispatcher.py) hard-blocks whatsapp_unread, mcp__slack__conversations_unreads, and any is:unread / unread_count / unread=1 filter passed to terminal/execute_code.

"Nobody replied / it stalled." Read every message in the chain, both directions, before assigning fault. A stall is usually a condition nobody satisfied rather than neglect.

"This needs you." The capability usually already exists and is simply undocumented. Before escalating: grep the codebase for an existing path including sibling repos, check the secret store by name, check the password manager for anything account-shaped, then live-probe it so you know rather than believe. Also question the framing — ask whether the dependency should exist at all before asking the user how to fund or fix it.

A counterparty asked a question. Answer it yourself. Search the mailboxes, open every attachment, read the contracts, check the web. Escalate to the user only when the answer exists solely in their head or needs their physical presence. Relaying a question the user pays you to answer is the failure this rule exists to prevent.

Attachments are primary sources. .eml, .pdf, .docx, and .xlsx attachments regularly hold the actual answer. "See the attachment" is an instruction to open it, not a pointer to summarise around. Nested .eml files parse with Python's email module.

User corrections are research instructions, never hedges to be reassured. "I think I sent that" means the search was too narrow, so sweep again. "I don't think that's true" means stop and re-verify from the primary source. "Isn't there a better way" is a design review, so go and check before answering. "Maybe it's running on a different port" means enumerate rather than politely dismiss. A user's half-memory of their own estate routinely beats a first-pass search.