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).
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Open warmly with one or two examples from
../../references/examples-bank.md, then interview
the founder into a build sheet. No API key needed in this phase — the output
is a plan.
| 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
for the full mapping.
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.jsonalways_ask.python3 scripts/build_sheet_builder.py --plan ./my-agent/plan.json --out-dir ./my-agentpython3 scripts/primitives_validator.py --sheet ./my-agent/build-sheet.jsongoal_state.py set --phase stage-launch --artifact build_sheet=./my-agent/build-sheet.json, then advance.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).19392f7
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since Aug 28, 2026
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