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feat(agents): adopt customize.toml pattern and agent roster#29

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bmadcode merged 5 commits intomainfrom
agent-customize-support
Apr 20, 2026
Merged

feat(agents): adopt customize.toml pattern and agent roster#29
bmadcode merged 5 commits intomainfrom
agent-customize-support

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@bmadcode bmadcode commented Apr 20, 2026

Summary

Mirrors bmm's canonical agent customization end-state (as on the remove-skill-manifests branch of BMAD-METHOD) across the six CIS agents.

  • customize.toml added per agent with the [agent] block (role, identity, communication_style, principles, persistent_facts, activation hooks, [[agent.menu]] tables). Persona wording polished following the bmm convention — "channels X's Y" identity, simile-based communication style, tightened principles.
  • SKILL.md activation rewritten to the bmm 8-step flow: resolve the agent block via {project-root}/_bmad/scripts/resolve_customization.py, execute prepend steps, adopt persona, load persistent_facts, load config, greet with {agent.icon}, execute append steps, dispatch-or-present the menu.
  • module.yaml gains an agents: roster (code / name / title / icon / team / description essence) so external skills like party-mode, retrospective, and the help catalog can route and embody agents without reaching into each skill folder. CIS agents are on the creative team.
  • bmad-skill-manifest.yaml removed across the module (agents + workflow skills) — superseded by customize.toml metadata and the module.yaml roster.

Dependency

Depends on BMAD-METHOD's remove-skill-manifests PR landing: SKILL.md references {project-root}/_bmad/scripts/resolve_customization.py, which is installed by bmm's installer once that PR merges.

Test plan

  • Fresh install with bmm remove-skill-manifests branch: each CIS agent activates, resolves its customize.toml, greets with icon, and presents its menu
  • Override file test: drop _bmad/custom/bmad-cis-agent-storyteller.toml with a partial override and confirm scalar/array merge rules hold
  • Party mode reads the module.yaml agents: roster and shows CIS agents on the creative team
  • No lingering bmad-skill-manifest.yaml references in the codebase

Summary by CodeRabbit

Release Notes

  • New Features

    • Added six new AI agents with distinct personas and specialties: Sophia (Master Storyteller), Maya (Design Thinking Coach), Carson (Brainstorming Specialist), Dr. Quinn (Problem Solver), Victor (Innovation Strategist), and Caravaggio (Presentation Expert).
    • Introduced customizable agent configuration system enabling personalization of agent behavior, activation steps, and menu options.
    • Added dynamic agent menu interface for accessing agent-specific capabilities.
  • Refactor

    • Restructured agent activation workflows with standardized initialization pipeline and persistent context loading.

Mirrors bmm's remove-skill-manifests end-state:

- Per-agent customize.toml encodes persona, menu, and activation hooks
  (canonical [agent] block: role, identity, communication_style,
  principles, persistent_facts, prepend/append steps, [[agent.menu]]).
- SKILL.md activation rewritten to resolve the agent block via
  {project-root}/_bmad/scripts/resolve_customization.py, load
  persistent_facts, greet with icon, and dispatch the menu.
- Agent roster added to module.yaml with team field so external skills
  (party-mode, retrospective, help catalog) can route, display, and
  embody agents without reaching into each skill folder.
- bmad-skill-manifest.yaml removed — superseded by customize.toml
  metadata and the module.yaml roster.

Persona wording polished across the six agents (role/identity/
communication_style/principles) following the bmm convention.
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📥 Commits

Reviewing files that changed from the base of the PR and between c0dcfc0 and 94dcb64.

📒 Files selected for processing (20)
  • README.md
  • docs/how-to/storytelling.md
  • docs/reference/agents.md
  • docs/reference/configuration.md
  • docs/tutorials/getting-started.md
  • src/module.yaml
  • src/skills/bmad-cis-agent-brainstorming-coach/SKILL.md
  • src/skills/bmad-cis-agent-brainstorming-coach/customize.toml
  • src/skills/bmad-cis-agent-creative-problem-solver/SKILL.md
  • src/skills/bmad-cis-agent-creative-problem-solver/customize.toml
  • src/skills/bmad-cis-agent-design-thinking-coach/SKILL.md
  • src/skills/bmad-cis-agent-design-thinking-coach/customize.toml
  • src/skills/bmad-cis-agent-innovation-strategist/SKILL.md
  • src/skills/bmad-cis-agent-innovation-strategist/customize.toml
  • src/skills/bmad-cis-agent-presentation-master/SKILL.md
  • src/skills/bmad-cis-agent-presentation-master/customize.toml
  • src/skills/bmad-cis-agent-storyteller/SKILL.md
  • src/skills/bmad-cis-agent-storyteller/customize.toml
  • src/skills/bmad-cis-agent-storyteller/stories-told.md
  • src/skills/bmad-cis-agent-storyteller/story-preferences.md

Walkthrough

The PR establishes a centralized agent registry in src/module.yaml and restructures agent configuration from manifest-based definitions to skill-local customize.toml files. Agent skill manifests are removed, activation flows are standardized across documentation, and underlying skills have manifest type declarations removed. No functional logic changes are introduced—only configuration organization and documentation updates.

Changes

Cohort / File(s) Summary
Module-level agent roster
src/module.yaml
Added new top-level agents section defining six named agents with metadata fields (code, name, title, icon, team, description) for routing and display.
Agent manifest removals
src/skills/bmad-cis-agent-storyteller/bmad-skill-manifest.yaml, src/skills/bmad-cis-agent-design-thinking-coach/bmad-skill-manifest.yaml, src/skills/bmad-cis-agent-brainstorming-coach/bmad-skill-manifest.yaml, src/skills/bmad-cis-agent-creative-problem-solver/bmad-skill-manifest.yaml, src/skills/bmad-cis-agent-innovation-strategist/bmad-skill-manifest.yaml, src/skills/bmad-cis-agent-presentation-master/bmad-skill-manifest.yaml
Deleted agent manifest entries that previously declared agent identity, capabilities, role, and style metadata.
Agent configuration files
src/skills/bmad-cis-agent-storyteller/customize.toml, src/skills/bmad-cis-agent-design-thinking-coach/customize.toml, src/skills/bmad-cis-agent-brainstorming-coach/customize.toml, src/skills/bmad-cis-agent-creative-problem-solver/customize.toml, src/skills/bmad-cis-agent-innovation-strategist/customize.toml, src/skills/bmad-cis-agent-presentation-master/customize.toml
Added new per-agent configuration files defining persona metadata, activation hooks, persistent facts, principles, and menu entries with skill mappings.
Agent activation documentation
src/skills/bmad-cis-agent-storyteller/SKILL.md, src/skills/bmad-cis-agent-design-thinking-coach/SKILL.md, src/skills/bmad-cis-agent-brainstorming-coach/SKILL.md, src/skills/bmad-cis-agent-creative-problem-solver/SKILL.md, src/skills/bmad-cis-agent-innovation-strategist/SKILL.md, src/skills/bmad-cis-agent-presentation-master/SKILL.md
Replaced static persona descriptions and hardcoded capability tables with structured eight-step activation pipelines including customization resolution, persona adoption, context loading, and dynamic menu dispatch.
Underlying skill manifest cleanup
src/skills/bmad-cis-design-thinking/bmad-skill-manifest.yaml, src/skills/bmad-cis-innovation-strategy/bmad-skill-manifest.yaml, src/skills/bmad-cis-problem-solving/bmad-skill-manifest.yaml, src/skills/bmad-cis-storytelling/bmad-skill-manifest.yaml
Removed type: skill declarations from non-agent skill manifests, eliminating explicit classification entries.

Estimated code review effort

🎯 3 (Moderate) | ⏱️ ~25 minutes

Possibly related PRs

Poem

🐰 Six agents spring to life with newfound grace,
From scattered manifests to one clear place,
Sophia weaves tales, while Victor dreams wide,
Customize.toml holds their hearts inside,
The activation dance now flows with pride! 🧠✨

🚥 Pre-merge checks | ✅ 3
✅ Passed checks (3 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title clearly summarizes the main change: adopting the customize.toml pattern and establishing a centralized agent roster, which are the primary objectives of the PR.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.

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🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch agent-customize-support

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augmentcode Bot commented Apr 20, 2026

🤖 Augment PR Summary

Summary: Aligns CIS agents with the BMAD “customize.toml + resolver” customization model and introduces a module-level agent roster for external routing.

Changes:

  • Added an agents: roster to src/module.yaml (code/name/title/icon/team/description) for the six CIS agents.
  • Added per-agent customize.toml files defining the [agent] persona fields, persistent facts, activation hooks, and [[agent.menu]] items.
  • Rewrote each agent’s SKILL.md to a standardized 8-step activation flow (resolve customization → persona → persistent facts → config → greet → menu dispatch).
  • Removed bmad-skill-manifest.yaml files (agents and workflow skills), relying on customize.toml/module.yaml instead.

Technical Notes: The new activation flow expects {project-root}/_bmad/scripts/resolve_customization.py to be present (from BMAD-METHOD’s “remove-skill-manifests” work) and uses {agent.persistent_facts} to load project context and (for Sophia) storyteller sidecar files.

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Review completed. 3 suggestions posted.

Fix All in Augment

Comment augment review to trigger a new review at any time.


### Step 4: Load Persistent Facts

Treat every entry in `{agent.persistent_facts}` as foundational context you carry for the rest of the session. Entries prefixed `file:` are paths or globs under `{project-root}` — load the referenced contents as facts. All other entries are facts verbatim.
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Step 4 instructs loading file: persistent facts but doesn’t say what to do when a referenced file/glob is missing (e.g., fresh installs without project-context.md or Sophia’s sidecar files), which could derail activation. Consider explicitly stating that missing matches should be skipped without error.

Severity: medium

Other Locations
  • src/skills/bmad-cis-agent-brainstorming-coach/SKILL.md:45
  • src/skills/bmad-cis-agent-creative-problem-solver/SKILL.md:45
  • src/skills/bmad-cis-agent-design-thinking-coach/SKILL.md:45
  • src/skills/bmad-cis-agent-innovation-strategist/SKILL.md:45
  • src/skills/bmad-cis-agent-presentation-master/SKILL.md:45

Fix This in Augment

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@@ -1 +0,0 @@
type: skill
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This removes the only remaining bmad-skill-manifest.yaml marker from workflow skill directories; if any installer/catalog still uses these manifests for discovery, these skills may become invisible. Consider double-checking the new discovery path covers non-agent workflow skills too (since they don’t have customize.toml or module.yaml agents: entries).

Severity: medium

Fix This in Augment

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## Overview

This skill provides a Master Storyteller who crafts compelling narratives using proven story frameworks and techniques. Act as Sophia — a bard weaving an epic tale, flowery and whimsical, where every sentence enraptures and draws you deeper.
You are Sophia, the Master Storyteller. You craft compelling narratives using proven story frameworks — turning raw ideas into stories that land, move audiences, and persuade.
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Docs in docs/reference/configuration.md still describe Sophia’s “Critical actions” as a SKILL.md section; this PR moves that behavior into customize.toml persistent_facts + the new activation flow. Consider updating the docs to match so users know where to configure/override this behavior.

Severity: low

Fix This in Augment

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Actionable comments posted: 2

🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.

Inline comments:
In `@src/skills/bmad-cis-agent-presentation-master/SKILL.md`:
- Around line 47-52: Clarify whether the values in "Step 5: Load Config" are
injected Core Config or read from a file: update the SKILL.md section that
references `{project-root}/_bmad/cis/config.yaml` and the three placeholders
`{user_name}`, `{communication_language}`, and `{document_output_language}` to
explicitly state one of the two behaviours (e.g., "These values are injected at
runtime from Core Config (module.yaml/workflow) and available as variables" OR
"These values must be read from `{project-root}/_bmad/cis/config.yaml` at
startup and parsed"), and ensure the wording matches the terminology used in
workflow.md and module.yaml and the module context header "Variables from Core
Config inserted" so readers know whether no file IO is required or a file
dependency exists.

In `@src/skills/bmad-cis-agent-storyteller/customize.toml`:
- Around line 38-42: The persistent_facts array in customize.toml currently
hard-references two sidecar files
(file:{project-root}/_bmad/_memory/storyteller-sidecar/story-preferences.md and
file:{project-root}/_bmad/_memory/storyteller-sidecar/stories-told.md) which may
not exist on first activation; update the entries to avoid failing on missing
files by using a glob (e.g.,
file:{project-root}/_bmad/_memory/storyteller-sidecar/*.md) or otherwise make
those files optional (seed them during install and/or document skip-missing
behavior), so change the persistent_facts lines to a safe glob entry or ensure
the installer creates those exact files before activation.
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  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

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📥 Commits

Reviewing files that changed from the base of the PR and between 35f47c3 and c0dcfc0.

📒 Files selected for processing (23)
  • src/module.yaml
  • src/skills/bmad-cis-agent-brainstorming-coach/SKILL.md
  • src/skills/bmad-cis-agent-brainstorming-coach/bmad-skill-manifest.yaml
  • src/skills/bmad-cis-agent-brainstorming-coach/customize.toml
  • src/skills/bmad-cis-agent-creative-problem-solver/SKILL.md
  • src/skills/bmad-cis-agent-creative-problem-solver/bmad-skill-manifest.yaml
  • src/skills/bmad-cis-agent-creative-problem-solver/customize.toml
  • src/skills/bmad-cis-agent-design-thinking-coach/SKILL.md
  • src/skills/bmad-cis-agent-design-thinking-coach/bmad-skill-manifest.yaml
  • src/skills/bmad-cis-agent-design-thinking-coach/customize.toml
  • src/skills/bmad-cis-agent-innovation-strategist/SKILL.md
  • src/skills/bmad-cis-agent-innovation-strategist/bmad-skill-manifest.yaml
  • src/skills/bmad-cis-agent-innovation-strategist/customize.toml
  • src/skills/bmad-cis-agent-presentation-master/SKILL.md
  • src/skills/bmad-cis-agent-presentation-master/bmad-skill-manifest.yaml
  • src/skills/bmad-cis-agent-presentation-master/customize.toml
  • src/skills/bmad-cis-agent-storyteller/SKILL.md
  • src/skills/bmad-cis-agent-storyteller/bmad-skill-manifest.yaml
  • src/skills/bmad-cis-agent-storyteller/customize.toml
  • src/skills/bmad-cis-design-thinking/bmad-skill-manifest.yaml
  • src/skills/bmad-cis-innovation-strategy/bmad-skill-manifest.yaml
  • src/skills/bmad-cis-problem-solving/bmad-skill-manifest.yaml
  • src/skills/bmad-cis-storytelling/bmad-skill-manifest.yaml
💤 Files with no reviewable changes (10)
  • src/skills/bmad-cis-design-thinking/bmad-skill-manifest.yaml
  • src/skills/bmad-cis-storytelling/bmad-skill-manifest.yaml
  • src/skills/bmad-cis-agent-innovation-strategist/bmad-skill-manifest.yaml
  • src/skills/bmad-cis-innovation-strategy/bmad-skill-manifest.yaml
  • src/skills/bmad-cis-agent-brainstorming-coach/bmad-skill-manifest.yaml
  • src/skills/bmad-cis-agent-creative-problem-solver/bmad-skill-manifest.yaml
  • src/skills/bmad-cis-agent-design-thinking-coach/bmad-skill-manifest.yaml
  • src/skills/bmad-cis-agent-presentation-master/bmad-skill-manifest.yaml
  • src/skills/bmad-cis-agent-storyteller/bmad-skill-manifest.yaml
  • src/skills/bmad-cis-problem-solving/bmad-skill-manifest.yaml

Comment on lines +47 to +52
### Step 5: Load Config

Load config from `{project-root}/_bmad/cis/config.yaml` and resolve:
- Use `{user_name}` for greeting
- Use `{communication_language}` for all communications
- Use `{document_output_language}` for output documents
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⚠️ Potential issue | 🟡 Minor

🧩 Analysis chain

🏁 Script executed:

#!/bin/bash
set -euo pipefail

echo "References to the hard-coded CIS config path:"
rg -n -C2 '_bmad/cis/config\.yaml' || true

echo
echo "Config-like files present in the repository:"
fd -i 'config\.(ya?ml|toml)$|module\.ya?ml$' || true

echo
echo "Core config variable references:"
rg -n -C2 '\b(user_name|communication_language|document_output_language|output_folder)\b' || true

Repository: bmad-code-org/bmad-module-creative-intelligence-suite

Length of output: 28910


Clarify whether these are injected Core Config values or file-based configuration.

The statement "Load config from {project-root}/_bmad/cis/config.yaml" conflicts with the module context, which lists these as "Variables from Core Config inserted." The distinction matters: if these values are injected at runtime by the framework, the wording should reflect that; if they require reading a file, that dependency should be explicit. The same pattern appears across all seven agent SKILL.md files, so alignment with the workflow.md and module.yaml terminology is important for clarity.

Suggested wording clarification
-Load config from `{project-root}/_bmad/cis/config.yaml` and resolve:
+Use the Core Config values inserted for this module:
 - Use `{user_name}` for greeting
 - Use `{communication_language}` for all communications
 - Use `{document_output_language}` for output documents
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
### Step 5: Load Config
Load config from `{project-root}/_bmad/cis/config.yaml` and resolve:
- Use `{user_name}` for greeting
- Use `{communication_language}` for all communications
- Use `{document_output_language}` for output documents
### Step 5: Load Config
Use the Core Config values inserted for this module:
- Use `{user_name}` for greeting
- Use `{communication_language}` for all communications
- Use `{document_output_language}` for output documents
🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@src/skills/bmad-cis-agent-presentation-master/SKILL.md` around lines 47 - 52,
Clarify whether the values in "Step 5: Load Config" are injected Core Config or
read from a file: update the SKILL.md section that references
`{project-root}/_bmad/cis/config.yaml` and the three placeholders `{user_name}`,
`{communication_language}`, and `{document_output_language}` to explicitly state
one of the two behaviours (e.g., "These values are injected at runtime from Core
Config (module.yaml/workflow) and available as variables" OR "These values must
be read from `{project-root}/_bmad/cis/config.yaml` at startup and parsed"), and
ensure the wording matches the terminology used in workflow.md and module.yaml
and the module context header "Variables from Core Config inserted" so readers
know whether no file IO is required or a file dependency exists.

Comment thread src/skills/bmad-cis-agent-storyteller/customize.toml
…lint

- Step 4 wording: explicitly state that `file:` entries with no glob
  matches are skipped silently, and clarify that `{project-root}`
  anchoring is conventional rather than loader-applied.
- docs/reference/configuration.md: update Sophia's Sidecar section to
  describe the new customize.toml persistent_facts flow instead of the
  deprecated "Critical actions" SKILL.md pattern.
- README.md: wrap contact@bmadcode.com in angle brackets to satisfy
  markdownlint MD034 (no-bare-urls).
Per bmm's canonical customize.toml comment, persistent_facts is for
STATIC context only — org rules, project conventions, domain constants
— and is explicitly "distinct from the runtime memory sidecar."

Sophia's sidecar (story-preferences.md, stories-told.md) is runtime
memory that accumulates across sessions. Moving those load instructions
into activation_steps_append (Step 7 of the bmm activation flow) keeps
the two patterns separate and restores the explicit sidecar-load
behavior that existed under the prior SKILL.md "Critical Actions"
section.

persistent_facts now carries only project-context.md, matching the bmm
agent convention.

Docs updated to describe the new layout.
Bmm-style persona optimization — LLMs carry rich priors on named
practitioners, so naming them activates those priors and makes agents
sharper than generic "X years of experience" framing.

Luminary pairings applied to each CIS agent's identity (customize.toml)
and essence description (module.yaml):

- Sophia (Storyteller): Robert McKee × Joseph Campbell
- Maya (Design Thinking): Tim Brown × Don Norman
- Carson (Brainstorming): Alex Osborn × Keith Johnstone
- Dr. Quinn (Problem Solver): Genrich Altshuller × Donella Meadows
- Victor (Innovation Strategist): Clayton Christensen × Kim & Mauborgne
- Caravaggio (Presentation): Nancy Duarte × Saul Bass

Communication style and principles unchanged — persona priors belong in
identity, voice/cadence belongs in communication_style.
Investigation showed the storyteller sidecar pattern is read-only
and stranded:

- No installer step creates `_bmad/_memory/storyteller-sidecar/` or
  seeds it from templates.
- Installer.js explicitly treats `_memory/` as user-owned state it will
  never create or modify, and official-modules.js skips any `-sidecar`
  directory when copying.
- bmad-cis-storytelling/workflow.md contains zero write/update/record
  logic for the sidecar files.
- bmm's own remove-skill-manifests branch ships zero sidecar dirs;
  hasSidecar lives only in historical CHANGELOG entries.

Net effect: Sophia's activation would always fall through the
"missing — skip silently" branch, and the feature is documented as if
it works when nothing populates it. Remove the false trail:

- Drop the sidecar activation_steps_append from Sophia's customize.toml.
- Delete the stranded seed templates (story-preferences.md,
  stories-told.md) from the skill directory.
- Scrub sidecar/memory mentions from configuration.md, agents.md,
  getting-started.md, and storytelling.md.

Sidecar memory can be revisited as a proper feature later — seed on
install, write from the workflow, load at activation.
@bmadcode bmadcode merged commit 643aba8 into main Apr 20, 2026
4 checks passed
@bmadcode bmadcode deleted the agent-customize-support branch April 20, 2026 04:43
bmadcode added a commit that referenced this pull request Apr 21, 2026
* feat(workflows): adopt customize.toml pattern for workflow skills

Merge redirect-only SKILL.md with workflow.md content into a single
SKILL.md per workflow skill, add Conventions + On Activation (resolve
customization, prepend/append steps, persistent_facts, config load,
greet), and wire workflow.on_complete into the final step(s).

Applies to design-thinking, innovation-strategy, problem-solving, and
storytelling. Mirrors the customization surface shipped for the agent
skills in #29.

* fix(workflows): address PR review comments

- Disambiguate workflow step references in the Inputs section — "before
  Step N" now reads "before workflow Step N" since the activation block
  also numbers its steps 1-6.
- Clarify persistent_facts handling when a file: entry's glob matches
  nothing or the path is missing — silently skip, do not fabricate.
- Storytelling: fix literal `communication_language` to the templated
  `{communication_language}` so runtime language switching actually
  applies.

* docs(changelog): record v0.2.0 — customize.toml pattern rollout
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