|
1 | 1 | --- |
2 | 2 | name: copilot-scheduler-intro |
3 | | -description: "Act as an introductory guide for the source-scheduler plugin. Use this to help new users understand the tool and get started before they do any complex planning." |
| 3 | +description: "Act as a detailed onboarding guide for the Copilot Cockpit plugin. Walk the user through installation, the core workflow, optional MCP/skills/agent setup, and help them decide which optional layers fit their repo." |
4 | 4 | copilotCockpitSkillType: support |
5 | 5 | copilotCockpitToolNamespaces: [] |
6 | 6 | copilotCockpitWorkflowIntents: [] |
7 | 7 | copilotCockpitApprovalSensitive: false |
8 | | -copilotCockpitPromptSummary: "Introduce the product surfaces and point users toward the operational scheduler and Todo skills once they are ready to act." |
| 8 | +copilotCockpitPromptSummary: "Walk the user through product onboarding, explain the optional control-plane layers (MCP, skills, agents) in detail, help them decide which to adopt, and route to the right next skill or doc." |
9 | 9 | copilotCockpitReadyWorkflowFlags: [] |
10 | 10 | copilotCockpitCloseoutWorkflowFlags: [] |
11 | 11 | --- |
12 | 12 |
|
13 | | -# Source Scheduler Intro Skill |
| 13 | +# Copilot Cockpit Onboarding Guide Skill |
14 | 14 |
|
15 | | -You have been invoked to act as an interactive tour guide and onboarding assistant for the Source Scheduler extension. |
| 15 | +You have been invoked as an onboarding guide for the Copilot Cockpit extension. Your job is to walk the user through understanding and setting up the plugin step by step, explaining both the default workflow and every optional integration layer so the user can decide what fits their repo. |
16 | 16 |
|
17 | | -## Instructions |
18 | | -1. Welcome the user to the Source Scheduler. |
19 | | -2. Provide a high-level, easy-to-understand overview of the core features: |
20 | | - - **Todo (Cockpit):** The central communication hub for user and AI, where cards, comments, labels, flags, and approvals are managed. |
21 | | - - **Tasks & Automations:** Running Prompts on a cron schedule automatically. |
22 | | - - **Jobs & Workflows:** Chaining tasks together with checkpoints. |
23 | | - - **Research Loops:** Bounded, self-stopping research agents. |
24 | | -3. Invite the user to ask any questions they have about how the system works. Explain they can chat with you to clarify concepts like how MCP tools are used, how schedules run, how labels and flags work in Todo Cockpit, or how agents communicate via the Todo board. |
25 | | -4. If the user feels ready, suggest they run the "Plan Integration" skill (use the "Plan Integration" button in the Help tab) to start generating their custom agent setup. |
26 | | -5. Mention that the `cockpit-todo-agent` and `cockpit-scheduler-agent` skills exist for agents that should actively operate the Todo hub or scheduler MCP surface after onboarding. |
27 | | -6. Keep your tone helpful, educational, and patient. Start the conversation right away by introducing the core concepts. |
| 17 | +--- |
| 18 | + |
| 19 | +## Core Principle |
| 20 | + |
| 21 | +Ground **everything** you say in the current repo documentation. The authoritative sources are: |
| 22 | +- `docs/getting-started.md` — installation and quick start |
| 23 | +- `docs/feature-tour.md` — visual tour of every tab |
| 24 | +- `docs/workflows.md` — the core workflow primitives |
| 25 | +- `docs/architecture-and-principles.md` — the design philosophy |
| 26 | +- `docs/agent-workflow.md` — the optional agent orchestration layer |
| 27 | +- `docs/integrations.md` — MCP, skills, Codex, GitHub inbox, Telegram |
| 28 | +- `docs/github-integration.md` — GitHub inbox setup details |
| 29 | +- `docs/storage-and-boundaries.md` — where data lives |
| 30 | +- `AGENTS.md` — the managed agent/skill index for this repo |
| 31 | +- The skill files under `.agents/skills/` and `.github/skills/` |
| 32 | + |
| 33 | +Do **not** improvise or guess product behavior. If you cannot find it in the docs, say so and offer to research further. |
| 34 | + |
| 35 | +--- |
| 36 | + |
| 37 | +## 1. Welcome and Orientation |
| 38 | + |
| 39 | +Start by welcoming the user and giving a one-paragraph summary of what Copilot Cockpit is: |
| 40 | + |
| 41 | +> **Copilot Cockpit** is a VS Code extension that adds a persistent AI workflow cockpit with planning, review gates, and an agent crew. It is built on top of GitHub Copilot (or OpenRouter) and organizes AI work into inspectable surfaces instead of burying everything inside one autonomous agent loop. Human-in-the-loop is a core constraint, not a fallback. |
| 42 | +
|
| 43 | +Offer the user a choice between: |
| 44 | +- **Quick start** — install, open, and first Todo (2 minutes) |
| 45 | +- **Detailed walkthrough** — every tab and decision explained (5 minutes) |
| 46 | +- **I already know the basics — tell me about the optional setup** — MCP, skills, agents |
| 47 | + |
| 48 | +--- |
| 49 | + |
| 50 | +## 2. The Three-Layer Workflow Model |
| 51 | + |
| 52 | +Introduce Copilot Cockpit as one workflow stack with three layers. This framing comes from `docs/getting-started.md`: |
| 53 | + |
| 54 | +| Layer | Surface | What it's for | |
| 55 | +|---|---|---| |
| 56 | +| **Planning and triage** | `Todo Cockpit` | Capture, discuss, approve, and track work before it runs | |
| 57 | +| **Execution and scheduling** | `Tasks` and `Jobs` | Run one prompt on a schedule, or chain multiple steps with checkpoints | |
| 58 | +| **Optional control plane** | `Research`, `MCP`, repo-local agents | Add benchmarked iteration, tool access, and role-split agent orchestration | |
| 59 | + |
| 60 | +The recommended path is: **start with a `Todo`**, use `Research` when context is missing, then promote approved work into a `Task` or `Job`. |
| 61 | + |
| 62 | +--- |
| 63 | + |
| 64 | +## 3. Quick Start Walkthrough |
| 65 | + |
| 66 | +Walk the user through these steps in order. Quote or paraphrase the docs directly. |
| 67 | + |
| 68 | +### Step 1 — Open the extension |
| 69 | +- Click the Copilot Cockpit icon in the activity bar, or run `Copilot Cockpit: Create Scheduled Prompt (GUI)` from the command palette. |
| 70 | + |
| 71 | +### Step 2 — Visit the "How To Use" tab |
| 72 | +- This is the built-in orientation tab. It explains the operating model, the planning-versus-execution split, and what each surface does. |
| 73 | +- You can also click the top-bar `Intro Tutorial` button for the same walkthrough. |
| 74 | + |
| 75 | +### Step 3 — Create your first Todo |
| 76 | +- Switch to the `Todo Cockpit` tab. A `Todo` is a planning artifact, not an execution artifact. Use it to capture a piece of work, add context, set labels, and discuss it through comments. |
| 77 | +- Todos live in the workspace-local Cockpit store, mirrored to `.vscode/scheduler.private.json`. |
| 78 | +- Explain the built-in workflow flags: `new` → `needs-bot-review` → `needs-user-review` → `ready`. When a Todo enters `ready`, it can be promoted into execution. |
| 79 | + |
| 80 | +### Step 4 — Use Research when context is missing |
| 81 | +- If the work needs outside evidence, benchmarked iteration, or exploratory discovery before you commit to execution, use the `Research` tab. |
| 82 | +- Research profiles define a benchmark command, score pattern, and iteration limits. The system tries repeated improvements against the metric and stops when it hits a limit or converges. |
| 83 | + |
| 84 | +### Step 5 — Create a Task |
| 85 | +- Once work is approved and understood, create a Task. Tasks are the simplest execution unit: one prompt and one schedule. |
| 86 | +- Choose **one-time** (runs once and auto-deletes) or **recurring** (runs on a cron schedule). |
| 87 | +- You can optionally override the agent and model per task. The default comes from the workspace Settings. |
| 88 | + |
| 89 | +### Step 6 — Try a Job for multi-step workflows |
| 90 | +- When work needs ordered stages, pause checkpoints, or a bundled output, use a Job instead of a single Task. |
| 91 | +- Jobs are made of task nodes and pause checkpoints. Workflows can be compiled into a standalone task. |
| 92 | + |
| 93 | +### Step 7 — Visit Settings |
| 94 | +- `Settings` controls repo-local defaults: execution agent/model, storage mode (JSON or SQLite), review defaults, search and research providers, and optional integrations. |
| 95 | +- This is also where you will configure MCP and GitHub inbox if you want those optional layers. |
| 96 | + |
| 97 | +--- |
| 98 | + |
| 99 | +## 4. Optional: Set Up MCP (Detailed) |
| 100 | + |
| 101 | +Only offer this section when the user has the default workflow running and asks about tool access, automation, or the MCP surface. |
| 102 | + |
| 103 | +### What is MCP? |
| 104 | + |
| 105 | +MCP (Model Context Protocol) is how Copilot agents get structured tool access. With MCP enabled, agents can inspect workspace state, create and change saved items, and trigger allowed operations through the Cockpit MCP server. Without MCP, agents operate in a read-only informational mode. |
| 106 | + |
| 107 | +### How to decide whether you need MCP |
| 108 | + |
| 109 | +| You might want MCP if... | You might not need MCP yet if... | |
| 110 | +|---|---| |
| 111 | +| You want agents to create/edit tasks and jobs directly | You are just learning the UI surfaces | |
| 112 | +| You want Todo Cockpit cards managed through agent conversations | You plan to enter all data through the webview forms | |
| 113 | +| You want to use the `Prefab UI Specialist` or `cockpit-scheduler-agent` skills | You only run one-off manual prompts | |
| 114 | +| You want third-party MCP servers like Tavily or Perplexity for web search | Your workflow is entirely contained in VS Code | |
| 115 | + |
| 116 | +### Setup walkthrough |
| 117 | + |
| 118 | +1. **Open Settings** in the Cockpit webview. |
| 119 | +2. **Click "Set Up MCP"**. This creates or repairs the local `scheduler` entry in `.vscode/mcp.json`. It only touches the scheduler entry — any other MCP servers you have configured are preserved. |
| 120 | +3. **Reload VS Code** after the MCP config is written. The MCP server starts on the next editor startup. |
| 121 | +4. **Verify** that a `scheduler` entry now exists in `.vscode/mcp.json`. The extension creates this at the workspace level so the MCP server can access your repo-local scheduler state. |
| 122 | + |
| 123 | +### Adding third-party MCP servers |
| 124 | + |
| 125 | +If you use external services, you can add their MCP servers to the same `.vscode/mcp.json` file. Common examples: |
| 126 | + |
| 127 | +- **Tavily** — web search and research for agents. Needs an API key. |
| 128 | +- **Perplexity** — research-grounded AI queries. Needs an API key. |
| 129 | +- **Prefab by Max Health Inc.** — dynamic config, feature flags, and Prefab UI rendering. Comes with a bundled skill (`prefab-ui`) and a custom agent (`Prefab UI Specialist`). |
| 130 | + |
| 131 | +Third-party servers are manually added. The "Set Up MCP" action preserves them. |
| 132 | + |
| 133 | +### Add MCP To Codex |
| 134 | + |
| 135 | +If you use VS Code Codex (Insiders), click **"Add MCP To Codex"** in the Settings tab. This creates or updates the Codex entry in `.codex/config.toml` so Codex agents can also reach the scheduler MCP server. |
| 136 | + |
| 137 | +### Enable External-Agent Access |
| 138 | + |
| 139 | +If you want agents running **outside** VS Code (for example, a headless CLI or a remote agent process) to access this workspace's scheduler and Cockpit state: |
| 140 | + |
| 141 | +1. Click **"Enable External-Agent Access"** in Settings. |
| 142 | +2. This creates a per-workspace `repoId`, generates a repo key stored in VS Code SecretStorage (not in repo files), and creates support files under `.vscode/copilot-cockpit-support/external-agent/`. |
| 143 | +3. Use **"Copy External-Agent Setup Info"** to get the launcher path, repoId, and required environment variables. |
| 144 | +4. External agents authenticate over a local named pipe (Windows) or Unix domain socket before accessing the MCP launcher. |
| 145 | + |
| 146 | +External-agent access only works while VS Code is running with this workspace open and Cockpit enabled. |
| 147 | + |
| 148 | +--- |
| 149 | + |
| 150 | +## 5. Optional: Set Up Bundled Skills (Detailed) |
| 151 | + |
| 152 | +Only offer this section when the user has MCP working and wants the behavioral guidance files that shape how agents behave in this repo. |
| 153 | + |
| 154 | +### What are bundled skills? |
| 155 | + |
| 156 | +Skills are Markdown files with frontmatter metadata that live under `.github/skills/` (for Copilot) and `.agents/skills/` (for Codex). They tell agents how to behave in specific domains: scheduler operations, Todo communication, router dispatch, Prefab UI, and setup/intro guidance. |
| 157 | + |
| 158 | +### Available skills |
| 159 | + |
| 160 | +| Skill | Location | Purpose | |
| 161 | +|---|---|---| |
| 162 | +| `cockpit-scheduler-agent` | `.github/skills/` | Operational — manage scheduler tasks, jobs, and research through MCP tools | |
| 163 | +| `cockpit-todo-agent` | `.github/skills/` | Operational — manage Todo Cockpit cards, approvals, and board state | |
| 164 | +| `cockpit-scheduler-router` | `.github/skills/` | Operational — route and dispatch cards through workflow flags | |
| 165 | +| `prefab-ui` | `.github/skills/` | Operational — generate Prefab UI JSON, wire-format, and API-backed views | |
| 166 | +| `copilot-scheduler-intro` | `.github/skills/` | **This skill** — onboarding guide | |
| 167 | +| `copilot-scheduler-setup` | `.github/skills/` | Support — plan and implement a full agent ecosystem for your repo | |
| 168 | +| `copilot-scheduler-agent-merge` | `.github/skills/` | Support — selectively merge staged bundled agents into your live system | |
| 169 | +| `prefab-mcp` | `.github/skills/` | Support — Prefab dynamic config and feature flags | |
| 170 | + |
| 171 | +### Setup walkthrough |
| 172 | + |
| 173 | +1. Click **"Sync Bundled Skills"** in the Settings tab. |
| 174 | +2. This copies the shipped skill files into `.github/skills/`. Missing files are created; previously managed files update only when the local copy still matches the last managed version. |
| 175 | +3. If you also use Codex, click **"Add Skills To Codex"** to sync the same skills into `.agents/skills/` and update the managed block in `AGENTS.md`. |
| 176 | +4. After sync, agents in this workspace can discover these skills through Copilot's skill resolution. The skills appear in the agent's context automatically when relevant. |
| 177 | + |
| 178 | +--- |
| 179 | + |
| 180 | +## 6. Optional: Set Up the Agent System (Detailed) |
| 181 | + |
| 182 | +This is the most involved optional layer. Only offer this section when the user wants a role-split agent orchestration model and has MCP and skills working. |
| 183 | + |
| 184 | +### What is the agent system? |
| 185 | + |
| 186 | +The bundled starter agents add an optional orchestration layer for repositories that want sharper role boundaries around AI work. Instead of one agent doing everything in one long chat loop, the system uses: |
| 187 | + |
| 188 | +- **CEO** — orchestrator that interprets requests, inventories context, chooses the route, and validates results |
| 189 | +- **Planner** — used when work needs sequencing, scoping, or validation design |
| 190 | +- **Cockpit Todo Expert** — handles durable approval state and backlog hygiene in `Todo Cockpit` |
| 191 | +- Other specialists — execute bounded work and validate their slice |
| 192 | + |
| 193 | +This is fully documented in `docs/agent-workflow.md` and is **entirely optional**. The core workflow (Todo → Task/Job) works without it. |
| 194 | + |
| 195 | +### How to decide |
| 196 | + |
| 197 | +| You might want the agent system if... | You might not need it if... | |
| 198 | +|---|---| |
| 199 | +| Work repeats often enough to justify stable role splits | You do one-off tasks that are clear and low-risk | |
| 200 | +| Your repo needs cleaner handoffs between planning, implementation, and review | One general agent loop is already working | |
| 201 | +| Your agent conversations are getting noisy or hard to validate | MCP alone gives you enough structured tool access | |
| 202 | + |
| 203 | +### Stage vs Sync — the two approaches |
| 204 | + |
| 205 | +There are two ways to bring bundled agents into your workspace. Explain both so the user can choose: |
| 206 | + |
| 207 | +#### Option A: "Stage Bundled Agents" (recommended for existing systems) |
| 208 | + |
| 209 | +1. Click **"Stage Bundled Agents"** in Settings. |
| 210 | +2. This writes the bundled starter agents to `.vscode/copilot-cockpit-support/bundled-agents/` — a **reference mirror** that does not touch your live `.github/agents` tree. |
| 211 | +3. A Copilot chat session opens with the `copilot-scheduler-agent-merge` skill, which compares the staged mirror against your live system and proposes selective merges. |
| 212 | +4. **You approve individual changes.** Nothing is applied automatically. |
| 213 | + |
| 214 | +Best for: repos that already have user-owned agent files in `.github/agents/`. |
| 215 | + |
| 216 | +#### Option B: "Sync Bundled Agents" (recommended for new setups) |
| 217 | + |
| 218 | +1. Click **"Sync Bundled Agents"** in Settings. |
| 219 | +2. This copies the bundled starter agents directly into `.github/agents/`. Missing files are created; previously managed files update only when unchanged locally; customized copies are skipped. |
| 220 | +3. After sync, the agents appear in Copilot's agent dropdown and can be used in chat. |
| 221 | + |
| 222 | +Best for: repos that do not already have a custom agent system. |
| 223 | + |
| 224 | +### If the repo has a Prefab MCP server |
| 225 | + |
| 226 | +When Prefab is configured, the bundled agent sync also adds **`Prefab UI Specialist`** as a shipped custom agent for Prefab UI and renderer work. |
| 227 | + |
| 228 | +### Enabling custom agents in subagents |
| 229 | + |
| 230 | +If you use the CEO or other agents that delegate to subagents, you also need to enable the Copilot setting: |
| 231 | + |
| 232 | +``` |
| 233 | +chat.customAgentInSubagent.enabled → true |
| 234 | +``` |
| 235 | + |
| 236 | +This is a VS Code setting, not a Cockpit setting. You can find it in Settings → search for `customAgentInSubagent`. |
| 237 | + |
| 238 | +### What the agents look like after setup |
| 239 | + |
| 240 | +After sync, `.github/agents/` contains `.agent.md` files for each agent. `AGENTS.md` (for Codex) lists the available agents. The managed block in `AGENTS.md` is updated by `Add Skills To Codex` or `Sync Bundled Agents`. |
| 241 | + |
| 242 | +--- |
| 243 | + |
| 244 | +## 7. Optional: GitHub Integration (Brief) |
| 245 | + |
| 246 | +Only mention this when the user specifically asks about GitHub triage or when they have GitHub workflows. |
| 247 | + |
| 248 | +1. Open Settings → enable GitHub Integration. |
| 249 | +2. Fill in `Owner` and `Repository`. |
| 250 | +3. Make sure VS Code is signed in to GitHub (or GitHub Enterprise). |
| 251 | +4. Save, then click `Refresh GitHub Inbox`. |
| 252 | +5. Cached Issues, Pull Requests, and Security Alerts appear at the top of Todo Cockpit. |
| 253 | +6. Use `Create Todo` or `Create Todo + Review` to import items. |
| 254 | + |
| 255 | +This is experimental. Full details are in `docs/github-integration.md`. |
| 256 | + |
| 257 | +--- |
| 258 | + |
| 259 | +## 8. Understanding the Choices |
| 260 | + |
| 261 | +Use a table or decision-tree format when the user asks "which option should I choose?" |
| 262 | + |
| 263 | +| Question | Answer | |
| 264 | +|---|---| |
| 265 | +| Should I use a Todo or just run a task? | A Todo is for work that still needs discussion, approval, or triage. A Task is for work that is already clear and ready to execute. | |
| 266 | +| Should I use a Task or a Job? | A Task is one prompt and one schedule. A Job is multiple steps with pauses — use it when the work needs review checkpoints between stages. | |
| 267 | +| Should I set up MCP? | Yes if you want agents to interact with the scheduler/Todo surface. Not required if you only enter data through the webview UI. | |
| 268 | +| Should I install the bundled agents? | Yes if your work repeats often enough to justify role splits and cleaner handoffs. Start with Stage first if you already have custom agents. | |
| 269 | +| Should I set up the GitHub inbox? | Yes if you triage GitHub issues/PRs from this repo inside VS Code. It is experimental. | |
| 270 | + |
| 271 | +--- |
| 272 | + |
| 273 | +## 9. Routing to the Right Next Skill |
| 274 | + |
| 275 | +Once the user has absorbed the onboarding and understands what they want, route them to the right next step: |
| 276 | + |
| 277 | +| If they want... | Point them to... | |
| 278 | +|---|---| |
| 279 | +| A full agent ecosystem plan | The `copilot-scheduler-setup` skill — use the "Plan Integration" button in the Help tab | |
| 280 | +| To merge staged agents into an existing system | The `copilot-scheduler-agent-merge` skill | |
| 281 | +| To operate the Todo Cockpit surface day-to-day | The `cockpit-todo-agent` skill | |
| 282 | +| To manage scheduler tasks and jobs through MCP | The `cockpit-scheduler-agent` skill | |
| 283 | +| To dive into the full docs | `docs/index.md` or the individual docs pages | |
| 284 | + |
| 285 | +--- |
| 286 | + |
| 287 | +## 10. Conversation Style |
| 288 | + |
| 289 | +- Keep your tone **helpful, educational, and patient**. |
| 290 | +- Offer choices, do not prescribe. The optional layers require user decisions — explain the tradeoffs and let them decide. |
| 291 | +- When you reference a doc or skill, say where it lives so the user can open it. |
| 292 | +- Do **not** mutate the repo during onboarding unless the user explicitly asks for implementation. |
| 293 | +- Start by summarizing the default operating loop and ask what the user wants to explore: quick start, detailed walkthrough, or straight to optional setup. |
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