# Specialist Save & Reuse Protocol Reference

Detailed step-by-step procedures for saving and reusing dynamic agent specialists.
The save and reuse decision criteria live in this file (§"Save Decision Criteria"
below); the main PM prompt (`pm.md` Sections 20–21) defines WHEN to consult them.

---

## Save Decision Criteria

The PM evaluates whether to save a successful dynamic agent at the end of an
orchestration. With 13 core agents already in the roster, dynamic agents are
genuinely rare — the bar to promote one to a saved specialist must be
correspondingly higher.

### Save IF all of these apply

1. **Distinct from the 13 cores.** The agent's role is not covered by `pm`,
   `architect`, `developer`, `refactorer`, `inventor`, `reviewer`, `debugger`,
   `tester`, `documenter`, `security-engineer`, `release-manager`, `ux-critic`,
   or `platform-oracle`. If a sharper instruction to a core agent would have
   sufficed, do NOT save.

2. **Reusable across tasks.** The role applies to a recurring class of work,
   not a single task. "Postgres migration specialist" reusable; "fix the
   2026-04-16 Foo bug" not reusable.

3. **Non-trivially used in this orchestration.** The agent ran for at least
   3 turns AND its system prompt contains > 200 words of domain-specific
   instruction (i.e., it is not a thin wrapper around a generalist).

4. **Succeeded.** The agent produced its expected output and the downstream
   reviewer (if any) accepted it. Failed agents are anti-patterns, not
   templates.

### Do NOT save if any of these apply

1. **Task-specific paths or identifiers in the agent prompt.** "Audit the
   `bin/foo.js:142` race condition" cannot be generalized.
2. **One-time scripts.** Renames, one-off backfills, throwaway migrations.
3. **Workflow / pipeline pretending to be an agent.** "Spawn architect, then
   developer, then reviewer" is a pipeline-template (`pipeline-templates.md`),
   not an agent.
4. **Agent failed even after retry to success.** If the agent needed
   hand-holding, the prompt is wrong; saving it perpetuates the wrong prompt.
5. **The role overlaps with an existing specialist already in the registry.**
   Update the existing entry instead of forking.

### Promotion threshold (specialist → core agent)

If a saved specialist is `times_used` ≥ 5 across orchestrations AND consistently
succeeds without modification, the PM should surface it to the human as a
candidate for promotion to a core `agents/*.md` definition. The core roster
grows deliberately, never automatically — promotion is a human decision.

---

## Save Process (Section 20)

> **Preferred:** Use `mcp__orchestray__specialist_save` instead of raw Write/Edit calls.
> The MCP tool acquires an advisory lock on `registry.json.lock`, writes the agent .md
> file and updates `registry.json` atomically under one mutex, and returns the registry
> size plus create-vs-update status. This eliminates all races in the 8-step sequence
> below. The manual steps remain for reference and fallback only.

1. Read `.orchestray/specialists/registry.json`. If the file or directory is missing,
   create `.orchestray/specialists/` directory and initialize `registry.json` with
   `{ "version": 1, "specialists": [] }`.

1.5. **Name collision check (hard reject):** Before the overlap check, verify the
   specialist name does not collide with a reserved builtin agent name or an existing
   specialist in the registry.

   - **Reserved names (builtin agents):** `pm`, `architect`, `developer`, `refactorer`,
     `inventor`, `reviewer`, `debugger`, `tester`, `documenter`, `security-engineer`,
     `release-manager`, `ux-critic`, `platform-oracle`.
   - **Normalize before comparison**: Before checking against the blocklist, normalize
     the candidate name by (a) converting to lowercase, and (b) stripping non-ASCII
     characters (apply Unicode NFKD normalization and filter to ASCII range). Then
     compare against the blocklist. This prevents bypass via `Reviewer` (capital) or
     `reviewеr` (Cyrillic е U+0435).
   - If the name matches any reserved builtin agent name, reject with error:
     "Specialist name collides with builtin agent — use a different name." Do not save.
   - If the name matches any existing specialist name in `registry.json`, reject with
     error: "Specialist name already in use or reserved." Do not save.
   - This is a hard reject; do not proceed to the description overlap check.

2. Check for overlapping specialists: compare the new agent's name and description
   against existing registry entries. If overlap is found, skip the save and note
   which existing specialist covers this domain. Consider updating that specialist's
   description if the new agent adds useful refinement.

3. Generalize the agent's prompt: remove task-specific file paths, variable names,
   and one-time context. Keep domain knowledge, output format instructions, tool
   patterns, KB protocol references, and scope boundaries.

4. Write the generalized agent definition to `.orchestray/specialists/{name}.md`
   (project tier — gitignored, per-project) using the same YAML frontmatter + markdown
   body format as Section 17 definitions. Do NOT write to `<plugin-root>/specialists/`;
   that is the shipped tier and is overwritten on `/orchestray:update`.

5. Add a registry entry to `registry.json`:
   ```json
   {
     "name": "{name}",
     "description": "{one-line description}",
     "source": "auto",
     "file": "{name}.md",
     "times_used": 1,
     "last_used": "{ISO 8601 now}",
     "created_at": "{ISO 8601 now}"
   }
   ```

6. Delete the `agents/{name}.md` copy (as the normal lifecycle requires).

7. Log `specialist_saved` event to `.orchestray/audit/events.jsonl`.
   > Read `agents/pm-reference/event-schemas.md` for the exact JSON format.

8. Report to user: "Saved '{name}' specialist for future reuse."

### Soft Cap Warning

If `registry.specialists.length >= 20` after saving, warn the user:
"Specialist registry has {N} entries. Consider pruning with `/orchestray:specialists`."

Do NOT block the save. The cap is advisory, not enforced.

### Promotion Check

After incrementing `times_used` (on reuse, handled in Section 21) OR on initial save
if the specialist has already reached the threshold:

- If `times_used >= 5`: suggest to user: "'{name}' has been used {N} times. Promote
  to `.claude/agents/` for permanent availability? (requires confirmation)"
- On user confirmation:
  1. Copy `.orchestray/specialists/{name}.md` to `.claude/agents/{name}.md`.
  2. Remove the entry from `registry.json`.
  3. Delete `.orchestray/specialists/{name}.md`.
  4. Log `specialist_promoted` event to `.orchestray/audit/events.jsonl`.
     > Read `agents/pm-reference/event-schemas.md` for the exact JSON format.
  5. Report to user: "Promoted '{name}' to `.claude/agents/` for permanent availability."
- On decline: continue normally. Do not ask again until the next use increment.

---

## Registry Check (Section 21)

> **See also:** The reserved-name blocklist used in steps 2a and 4a below originates
> from the builtin agent set defined in `phase-execute.md §17`. The 13 reserved
> names are: `pm`, `architect`, `developer`, `refactorer`, `inventor`, `reviewer`,
> `debugger`, `tester`, `documenter`, `security-engineer`, `release-manager`,
> `ux-critic`, `platform-oracle`.

### Registry Check: Dual-Tier Discovery

The PM discovers specialist templates from TWO tiers, in this order:

1. **Shipped tier** — read-only plugin-shipped templates at `<plugin-root>/specialists/`.
   These ship with every Orchestray install. Current shipped specialists: `translator`,
   `ui-ux-designer`, `database-migration`, `api-contract-designer`, `error-message-writer`.
   Users cannot edit these in-place (edits would be overwritten on
   `/orchestray:update`). To customize, write a project-local override (tier 2 below).

2. **Project tier** — user-authored per-project specialists at `.orchestray/specialists/`
   (gitignored runtime state; survives orchestrations but does not travel with the repo).
   Created by `/orchestray:specialists save`, or promoted from dynamic agents per
   Section 17 lifecycle.

**Collision rule:** if a project-tier `<name>.md` exists with the same `name:` frontmatter
field as a shipped-tier `<name>.md`, the project tier **replaces** the shipped tier for
that orchestration. No merging. The PM announces the override in its user-visible
decomposition line: `Using specialist: {name} (project override).`

**Scan semantics:**
- PM reads `<plugin-root>/specialists/*.md` first.
- Then reads `.orchestray/specialists/*.md` second.
- Merges by `name:` frontmatter; project-tier entries win ties.
- Validates each result against the Section 21 file-sync validation gate (required
  frontmatter, tools allowlist, etc.). Invalid entries are skipped with a warning.

**Fail-open:** if `<plugin-root>/specialists/` is unresolvable (plugin layout changed,
path permission denied), the PM proceeds with project-tier only. If project-tier is
absent, it proceeds with shipped-tier only. Either tier missing is not an error; both
missing means no specialists available (which is the pre-v2.1.8 behavior).

1. **Read `.orchestray/specialists/registry.json`.**
   - If the file or directory is missing: no project-tier specialists are available.
     Shipped-tier specialists discovered above are still usable. Proceed with those,
     or proceed to Section 17 normal flow (create a new dynamic agent from scratch) if
     shipped-tier also has no match.

2. **File sync for user-created specialists:** Scan `.orchestray/specialists/` for
   `.md` files that are NOT present in `registry.json`. For each unregistered file:

   a. **Validate the file:** Read it and check that YAML frontmatter contains the
      required fields:
      - `name` (string, non-empty)
      - `description` (string, non-empty)
      - `tools` (comma-separated string; each tool name must be from the allowed set:
        `Read`, `Glob`, `Grep`, `Bash`, `Write`, `Edit`)

      **Reserved-name check (security — do this FIRST):** Before any other validation,
      check the `name` field from frontmatter against the reserved-name blocklist:
      `pm`, `architect`, `developer`, `refactorer`, `inventor`, `reviewer`, `debugger`,
      `tester`, `documenter`, `security-engineer`, `release-manager`, `ux-critic`,
      `platform-oracle`. **Normalize before comparison**: Before checking against the
      blocklist, normalize the candidate name by (a) converting to lowercase, and
      (b) stripping non-ASCII characters (apply Unicode NFKD normalization and filter
      to ASCII range). Then compare against the blocklist. This prevents bypass via
      `Reviewer` (capital) or `reviewеr` (Cyrillic е U+0435). If the name matches any
      reserved name, reject with error: "Specialist name collides with builtin
      agent — use a different name." Do not register, do not copy. Treat as invalid
      (go to step 2c).

      **Security:** Reject any file whose frontmatter contains `bypassPermissions` or
      `acceptEdits` fields. These fields could elevate agent privileges beyond what the
      PM intends.

   b. **If valid:** Auto-register with the following entry in `registry.json`:
      ```json
      {
        "name": "{from frontmatter}",
        "description": "{from frontmatter}",
        "source": "user",
        "file": "{filename}",
        "times_used": 0,
        "last_used": null,
        "created_at": "{ISO 8601 now}"
      }
      ```
      Write the updated `registry.json`.

   c. **If invalid:** Skip the file. Log a warning internally: "Skipped invalid
      specialist file: {filename} -- missing required fields or contains forbidden
      fields." Do NOT crash the orchestration. Continue processing remaining files.

3. **Match subtask against registry:** Compare the subtask's description and domain
   against specialist `name` and `description` fields in `registry.json`. Use reasoning
   to determine if a specialist is a good match for the subtask. Do NOT load full `.md`
   files during matching -- only read names and descriptions from `registry.json`.

   **Priority rule:** If both a `source: "user"` and `source: "auto"` specialist match
   the subtask, prefer the user-created one. User-created specialists take priority
   over auto-saved ones because users explicitly curated them for their project.

4. **If match found:**

   a. **Reserved-name check (security — do this FIRST):** Before copying, verify the
      matched specialist's name against the reserved-name blocklist: `pm`, `architect`,
      `developer`, `refactorer`, `inventor`, `reviewer`, `debugger`, `tester`,
      `documenter`, `security-engineer`, `release-manager`, `ux-critic`,
      `platform-oracle`. **Normalize before comparison**: Before checking against the
      blocklist, normalize the candidate name by (a) converting to lowercase, and
      (b) stripping non-ASCII characters (apply Unicode NFKD normalization and filter
      to ASCII range). Then compare against the blocklist. This prevents bypass via
      `Reviewer` (capital) or `reviewеr` (Cyrillic е U+0435). If the name matches any
      reserved name, reject with error: "Specialist name collides with builtin
      agent — use a different name." Do not register, do not copy. Proceed to
      Section 17 normal flow instead.

      Copy the specialist file to `agents/{name}.md`. Source path depends on tier:
      - Project-tier match: copy from `.orchestray/specialists/{file}`
      - Shipped-tier match (no project-tier override): copy from `<plugin-root>/specialists/{file}`

   b. Apply model routing from Section 19: read the specialist's frontmatter, override
      the `model:` field with the routed model for this subtask's complexity score.
      Write the updated file to `agents/{name}.md`.

   c. Proceed to Section 17 step 2 (spawn the agent).

   d. After completion (in Section 17 step 5): increment `times_used` and set
      `last_used` to the current ISO 8601 timestamp in `registry.json`. Check the
      promotion threshold per Section 20. Delete the `agents/{name}.md` copy.

   e. Log `specialist_reused` event to `.orchestray/audit/events.jsonl`.
      > Read `agents/pm-reference/event-schemas.md` for the exact JSON format.

5. **If no match:** Proceed to Section 17 normal flow (create a new dynamic agent
   from scratch at step 1).

### Selection Display

When announcing specialist reuse, format the announcement as:

```
Reusing specialist '{name}' ({model} -- score {N}/12)
```

This follows the same pattern as Section 19's routing transparency format.

### Staleness Warning

If a matched specialist has `last_used` older than 30 days, note internally that the
specialist may reference outdated APIs, file paths, or project patterns. Proceed with
reuse but monitor the output quality more carefully. If the specialist fails, consider
whether staleness was the cause and whether the specialist should be removed or updated.

### Allowed Tool Names for Validation

The following tool names are valid in specialist frontmatter `tools` fields:
`Read`, `Glob`, `Grep`, `Bash`, `Write`, `Edit`.

Any other tool name makes the specialist file invalid and it will be skipped during
file sync (step 2c above).
