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docs(instruction-placement): record empirical Cursor, Grok Build and Muse Code loader results - #5563

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Sep 30, 2026
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kyle-sexton merged 9 commits into
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docs/4283-empirical-loader-tests

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@kyle-sexton kyle-sexton commented Sep 30, 2026 •

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Refs: #4283

Summary

Cursor, Grok Build and Muse Code loader claims were graded docs/source because none of the tools had been run. Cursor (cursor-agent 2026.09.28-64d2043), Grok Build (1.0.41) and Muse Code (1.4.1) are now installed on the desktop host, and the loader recipe was run against each. This PR replaces the parked record with the observed results and lists the bullets that stay open, each with its reason.

Fix

  • plugins/instruction-placement/skills/migrate/reference/sources.md: the parked-install record is replaced by a four-part record (claim, basis with tool versions and recipe, as-of, recheck trigger) holding the per-tool results and the open bullets.
  • docs/specs/agent-doc-surfaces.md: rows corrected where the observed behavior differs from the docs-grade claim.

Open bullets: Cursor Team/Project/User precedence, ~/.cursor/rules on disk and sync, Cursor editor-vs-CLI comparison, Grok path-only reminder text, Grok MAX_WALK_DEPTH=10, Muse user-rules path and Windows resolution. Each needs the editor, a Team plan, a Windows host or an observation not available headless.

Refs, not Closes: the issue's acceptance criteria say no write to user-scope config. No probe wrote any file there, but the tools rewrote their own state on first run (~/.config/muse/settings.json, chezmoi-managed; ~/.grok/config.toml; ~/.cursor chats and projects entries). The owner decides whether that meets the criterion and whether the issue closes.

Verification

  • Recipe tree built in the session scratchpad, outside every repo, with per-file random canary tokens; one git copy and one non-git copy. Headless runs of cursor-agent -p, grok -p and grok inspect, and muse exec, from the root and from nested directories.
  • git status --porcelain in the worktree was empty after the runs.
  • Transcripts and the results table are kept locally in the gitignored .work/4283/.
  • instruction-placement bumped to 0.16.1 with a CHANGELOG entry; check-changelog-parity (--check --check-order), validate-plugins (108 checks) and plan-migration.test.sh pass.

Related

🤖 Generated with Claude Code

@kyle-sexton
kyle-sexton marked this pull request as ready for review September 30, 2026 04:06
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Codex Review Summary

This comment shows the latest Codex review activity on this pull request.

Review Status Commit Review trigger
📝 Code Review ✅ Completed 2026-09-30T04:09:32.929644Z cd6b8ab Draft marked ready
ℹ️ About Codex in GitHub

Your team has set up Codex to review pull requests in this repo. Reviews are triggered when you

  • Open a pull request for review
  • Mark a draft as ready
  • Comment "@codex review" or "@codex security review".

Codex reacts with 👀 while any review is running, comments if it has suggestions, and reacts with 👍 once all reviews finish with no findings.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

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💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: cd6b8ab076

ℹ️ About Codex in GitHub

Your team has set up Codex to review pull requests in this repo. Reviews are triggered when you

  • Open a pull request for review
  • Mark a draft as ready
  • Comment "@codex review".

If Codex has suggestions, it will comment; otherwise it will react with 👍.

Codex can also answer questions or update the PR. Try commenting "@codex address that feedback".

Comment thread plugins/instruction-placement/skills/migrate/reference/sources.md Outdated
Comment thread plugins/instruction-placement/skills/migrate/reference/sources.md Outdated
…am pages

Refs #4283

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@claude

claude Bot commented Sep 30, 2026 •

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Claude finished @kyle-sexton's task in 1m 24s —— View job


Security review complete

  • Gather context (PR diff, changed files)
  • Read changed files
  • Check instruction-exception-register for instruction-surface deletions
  • Apply security review criteria
  • Post findings

No security issues found.

This PR is documentation-only: it replaces a parked placeholder record in
sources.md
with observed loader behavior for Cursor, Grok Build and Muse Code, adds the matching recipe to
verification.md,
corrects two rows in docs/specs/agent-doc-surfaces.md, and bumps the plugin version/changelog.
There is no code, no CI workflow, and no executable script in the diff — only prose and a
markdown results table.

Instruction-surface lens applied. The diff removes a "parked" decision record that said
"do not install those tools from this checkout. Do not add CI that assumes they are present."
I checked this against the six Gate 0 classes in the
instruction exception register
(irreversible-action, secret-handling, data-integrity, external-publication,
legal-compliance, agent-authority): this was a research-scoping note for issue #4283, not a
standing rule in any of those classes, and no CI workflow in this diff acts on its absence. The
PR body itself confirms the constraint's spirit was honored — the tools were installed on a
separate desktop host, not this checkout, and the recipe tree was built outside every repo.
Not a finding.

No inline comments were needed.

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Claude finished @kyle-sexton's task in 3m 18s —— View job


Code review complete

  • Gather context (PR diff, changed files, CLAUDE.md/AGENTS.md rules)
  • Understand request (invoke /review:code-review per instructions)
  • Review changed files for correctness/maintainability
  • Check skill-body verification-record rule compliance (.claude/rules/skill-bodies-state-current-rules.md)
  • Post findings as inline comments / summary
  • Final summary

Summary

Reviewed the diff (docs/specs/agent-doc-surfaces.md, plugins/instruction-placement/{.claude-plugin/plugin.json,CHANGELOG.md,skills/migrate/reference/{sources.md,verification.md}}) against origin/main.

The two prior Codex P1 findings on this PR (recipe not committed; no upstream pointers) are already resolved by the latest commit (a226d69): the loader recipe and expected-results table now live in verification.md (committed, not .work/), and sources.md adds an "Upstream pointers" bullet citing cursor.com/docs/rules and docs.x.ai/build/overview.

Cross-checked the new "Loader behavior of Cursor, Grok Build, and Muse Code" record in sources.md against the recipe/table in verification.md for internal consistency (byte thresholds, nesting/attach behavior per tool, name-list results) — no contradictions found there.

1 finding posted inline:

  • plugins/instruction-placement/skills/migrate/reference/sources.md:283 — the record's As-of stamp (2026-09-29) predates the 2026-09-30 fetch date cited two lines above for the Cursor/Grok upstream pointers, and predates the CHANGELOG's [0.16.1] - 2026-09-30 entry for this same change. Per this repo's own docs/conventions/upstream-drift/README.md, the as-of date must reflect when the derivation happened, including the evidence in its own basis — so this stamp undercounts by a day. Fix this →

No other correctness or maintainability issues found in the reviewed diff.

Comment thread plugins/instruction-placement/skills/migrate/reference/sources.md Outdated
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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Security review (/review:security-review)

  • Gather context (PR diff, custom instructions)
  • Invoke /review:security-review per custom instructions
  • Post findings

Skip gate applied — no security-relevant surface.

This PR (a226d69) touches only documentation/reference files:

  • docs/specs/agent-doc-surfaces.md (prose)
  • plugins/instruction-placement/.claude-plugin/plugin.json (version bump)
  • plugins/instruction-placement/CHANGELOG.md (changelog entry)
  • plugins/instruction-placement/skills/migrate/reference/sources.md (replaces a parked-record section with observed loader results)
  • plugins/instruction-placement/skills/migrate/reference/verification.md (adds a recipe for testing Cursor/Grok/Muse loader behavior)

No code paths, auth/access-control logic, injection surfaces, secret handling, or GitHub Actions workflow changes are present.

Instruction-surface deletion check: sources.md deletes the "Install-dependent loader tests parked (#4283)" section (including its "Option A: do not install those tools from this checkout / do not add CI that assumes they are present" note) and replaces it with the observed results. I read the instruction exception register and checked the removed text against its six protected classes (irreversible-action, secret-handling, data-integrity, external-publication, legal-compliance, agent-authority). The removed note was a scope boundary for the prior PR's research task (tools weren't installed yet), not a rule matching any protected class, and its replacement is the natural resolution of that boundary now that the tools have been run under locked-down flags (--trust-workspace --disable-shell --disable-write, etc.). No guardrail is left unenforced by this deletion.

No other security-relevant instruction, permission, or trust-boundary changes are present in this diff.

Conclusion: no security issues found.

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Claude finished @kyle-sexton's task in 3m 26s —— View job


Code review complete

  • Gather context (PR diff, changed files, CLAUDE.md/AGENTS.md rules)
  • Invoke /review:code-review and follow its instructions
  • Post findings as inline comments
  • Final summary

Summary

This is the CI code-review lane (/review:code-review), scoped to correctness/maintainability. The prior lane reviews (Codex, and Claude's own security + code review) already covered everything through commit cd6b8ab. I scoped this pass to what changed since then — commits c8b40c0 (version bump), a226d69 (committing the loader recipe to verification.md, adding upstream pointers), and c75e63a (the as-of date fix) — since those are the only lines not yet reviewed by this lane.

The as-of-date fix that Claude's earlier review flagged is correctly applied: sources.md now reads As of: 2026-09-30, matching the upstream-fetch date and the CHANGELOG entry. No other issues in CHANGELOG.md or plugin.json.

2 findings posted inline, both in the newly-added content:

  • sources.md:284-287 — the reworded Recheck trigger sentence ("...which would settle the open bullets, either upstream page stating loader behavior, or any change to the recipe...") is grammatically broken; "either upstream page stating loader behavior" doesn't parse as parallel to "or any change to the recipe."
  • verification.md:173 — the "Non-git copy, cwd nested" row's Cursor cell mixes two different starting conditions ("ancestors load" for cwd-nested, "attach on read does not occur" for cwd-at-root-plus-read), while the Grok/Muse cells in the same row each answer only the cwd-nested condition. Since this table is the durable reproducible-recipe record the "Recheck trigger" points future rechecks at, the mismatch could mislead a reproduction attempt.

Cross-checked the rest of the new loader-behavior table in verification.md against the prose claims in sources.md (byte thresholds, name-list results, symlink/import-expansion claims) — no other contradictions found. Did not independently re-run check-changelog-parity, validate-plugins, or plan-migration.test.sh; the PR body's claim that these pass is author-reported and unverified by this review.

Comment thread plugins/instruction-placement/skills/migrate/reference/sources.md Outdated
Comment thread plugins/instruction-placement/skills/migrate/reference/verification.md Outdated
…echeck trigger grammar

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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Claude finished @kyle-sexton's task in 1m 20s —— View job


Security review complete

  • Gather context (PR diff via gh pr diff 5563, changed files)
  • Read changed files
  • Check instruction-exception-register for instruction-surface deletions
  • Apply security review criteria
  • Post findings

No security issues found.

This PR is documentation-only. It replaces the parked "Install-dependent loader tests parked
(#4283)" placeholder in
sources.md
with observed loader behavior for Cursor, Grok Build and Muse Code, adds the matching recipe and
results table to
verification.md,
corrects two rows in docs/specs/agent-doc-surfaces.md, and bumps the plugin version/CHANGELOG.
There is no application code, no CI workflow, and no executable script in the diff — only prose
and a markdown results table.

Instruction-surface lens applied. The diff removes a "parked" scoping note that read:
"do not install those tools from this checkout. Do not add CI that assumes they are present."
I read docs/conventions/instruction-exception-register/README.md (present in this checkout)
and checked the removed text against its six Gate 0 classes — irreversible-action,
secret-handling, data-integrity, external-publication, legal-compliance,
agent-authority. This was a research-scoping decision for issue #4283 (install was out of
scope for the checkout doing the migration research), not a standing rule in any protected
class, and no CI workflow in this diff (or elsewhere) acted on its presence. Recognition is by
consequence, not phrasing: nothing that installing Cursor/Grok/Muse on a separate desktop host
and running them headless could do maps to an irreversible, secret-handling, data-integrity,
publication, compliance, or authority failure mode. Not a finding.

I also checked the PR body's note about the tools rewriting their own state on first run
(~/.config/muse/settings.json, ~/.grok/config.toml, ~/.cursor entries) — that happened on
the maintainer's separate desktop host, is not part of this diff, and git status --porcelain
in the worktree was reported empty, so it doesn't touch this repository or its CI.

No inline comments were needed.

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Claude finished @kyle-sexton's task in 2m 34s —— View job


Code review complete

  • Gather context (PR diff, changed files, CLAUDE.md/AGENTS.md rules)
  • Invoke /review:code-review and follow its instructions
  • Review changed files for correctness/maintainability
  • Post findings as inline comments
  • Final summary

Summary

This lane already has three prior review rounds on this PR from earlier commits. I scoped this pass to what's new at HEAD (622ee85): the two-line fix for the "Recheck trigger" grammar and the split of the "Non-git copy, cwd nested" table row, both addressing findings from the previous review round at 05:19:41.

Both prior findings are resolved:

  • The table row split (verification.md:173-174) cleanly separates the two starting conditions ("cwd nested" vs. "cwd at root, nested file read") into their own rows, with not tested correctly used where Grok/Muse weren't run under the second condition. This fixes the reproducibility gap the earlier review flagged.
  • The recheck-trigger sentence (sources.md:285-287) now reads as a (still slightly dense, but grammatical) noun-phrase list rather than the earlier dangling fragment. Not re-flagging this — it's readable enough now that it doesn't clear the high-signal bar for this lane.

1 new finding posted inline (a cross-file inconsistency in content added by this PR that the earlier reviews' file-by-file passes didn't catch):

  • verification.md:178 — Grok Build's .claude/-name gating is named as the env var GROK_CLAUDE_AGENTS_ENABLED=false here, but sources.md:244 describes the same mechanism as a setting called compat.claude.agents "turned off through the env var." The two names don't correspond to each other, so a reader reproducing the recipe from sources.md's pointer into verification.md (or vice versa) won't find the right toggle. Since this is exactly the kind of durable reproducible-evidence record the PR is establishing, the two files should name the mechanism the same way.

Also checked docs/specs/agent-doc-surfaces.md, CHANGELOG.md, and plugin.json — no issues; the corrected table row and confidence-caveat wording there are consistent with the observed results in sources.md.

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Claude finished @kyle-sexton's task in 52s —— View job


Security review complete

  • Gather context (PR diff, custom instructions)
  • Invoke /review:security-review per custom instructions
  • Post findings

No security issues found.

This PR touches only documentation/reference content, confirmed by reading all five changed files
across the full commit range (cd6b8ab → 622ee85):

No code, no GitHub Actions workflow, no executable script, and no config affecting runtime
behavior is in the diff — only prose, a markdown results table, and a version/changelog bump.

Instruction-surface lens applied (per this repo's own review criteria, since the diff deletes
a standing "do not install those tools / do not add CI that assumes they are present" note). I
read docs/conventions/instruction-exception-register/README.md and checked the removed text
against its six Gate 0 classes (irreversible-action, secret-handling, data-integrity,
external-publication, legal-compliance, agent-authority): the removed note was a
research-scoping boundary for issue #4283 (tools not yet installed), not a rule matching any
protected class, and no CI workflow in this diff enforces its absence. The PR body corroborates
that the constraint's spirit was honored — the tools were installed on a separate desktop host,
not this checkout, and the recipe tree was built outside every repository under locked-down flags
(--trust-workspace --disable-shell --disable-write, etc.). Not a finding.

This matches the conclusion of the four prior review passes on this PR (Codex and three earlier
Claude security-review runs), which also found no security issues across each successive commit.
· branch docs/4283-empirical-loader-tests

kyle-sexton and others added 2 commits September 30, 2026 09:10
… env var in both files

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…oader-tests

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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Claude finished @kyle-sexton's task in 2m 0s —— View job


Security review complete

  • Gather context (PR diff via gh pr diff 5563, changed files, custom instructions)
  • Invoke /review:security-review and follow its instructions
  • Post findings

No security issues found.

This PR is documentation-only. The full diff against the true merge base (verified via gh pr diff 5563, which matches the 5 files/line counts in the PR's changed-files list) touches:

No application code, no GitHub Actions workflow, no executable script, and no config affecting runtime behavior is in the diff — only prose, a markdown results table, and a version/changelog bump.

Instruction-surface lens applied (the diff deletes a standing "do not install those tools from this checkout / do not add CI that assumes they are present" note in sources.md). I read docs/conventions/instruction-exception-register/README.md (present in this checkout) and checked the removed text against its six Gate 0 classes — irreversible-action, secret-handling, data-integrity, external-publication, legal-compliance, agent-authority. The removed note was a research-scoping boundary for issue #4283 (install out of scope for the checkout doing the migration research), not a rule matching any protected class, and no CI workflow in this diff or elsewhere enforces its absence. Consequence check: nothing that installing Cursor/Grok/Muse on a separate desktop host and running them headless (--trust-workspace --disable-shell --disable-write, etc.) could do maps to an irreversible, secret-handling, data-integrity, publication, compliance, or agent-authority failure mode, and the PR body confirms this happened outside this checkout (git status --porcelain empty in the worktree). Not a finding.

This is the fifth security-review pass on this PR (Codex once, Claude four times across earlier commits cd6b8ab→622ee85), each reaching the same conclusion. The one prior cross-file inconsistency a code-review pass flagged (Grok's .claude/-gating named two different ways — compat.claude.agents vs GROK_CLAUDE_AGENTS_ENABLED) is a correctness/documentation issue, not a security finding, and is confirmed resolved in the current diff: both sources.md:193 and verification.md:83 now name it GROK_CLAUDE_AGENTS_ENABLED consistently.
· branch

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Claude finished @kyle-sexton's task in 1m 42s —— View job


Code review complete

  • Gather context (PR diff, changed files, CLAUDE.md/AGENTS.md rules)
  • Invoke /review:code-review and follow its instructions exactly
  • Review changed files for correctness/maintainability
  • Post findings as inline comments
  • Final summary

Summary

This lane has five prior review rounds on this PR, the last at commit 622ee85. I scoped this pass to what's new at HEAD (7b7bf3b): the version bump to 0.16.2 with its CHANGELOG entry, and commit 3baae0f ("name Grok's .claude gating by its tested env var in both files"), plus the merge of origin/main (which brought in unrelated commits, including the landed PR #5285 that the PR body flagged as touching the same sources.md section).

The one open finding from the prior round is resolved. 3baae0f fixes the Grok .claude/-name gating naming mismatch flagged in the previous review (622ee85, 06:00:36 UTC): both
sources.md:188-189
and
verification.md:178
now name the mechanism the same way: env var GROK_CLAUDE_AGENTS_ENABLED.

The merge of PR #5285 did not leave anything dangling. I checked for references to the old "Install-dependent loader tests parked" section name/anchor across the repo — none exist outside a historical CHANGELOG entry describing a past version, which is expected to stay as-is. The current sources.md section (## Loader behavior of Cursor, Grok Build, and Muse Code) is the only live copy, consistent with the "resolve the overlap when merging the base" note in the PR body's Related section.

Version/changelog bump is internally consistent:
plugin.json 0.16.1 → 0.16.2 matches the
CHANGELOG.md [0.16.2] - 2026-09-30 entry. I did not independently re-run check-changelog-parity.sh, validate-plugins, or plan-migration.test.sh (no shell-execution approval in this lane); the PR body's claim that these pass is author-reported and unverified by this review.

No new findings. Cross-checked the loader-behavior claims in sources.md against the recipe/results table in verification.md and the two corrected rows in docs/specs/agent-doc-surfaces.md once more at HEAD — all three stay internally consistent, and the record satisfies .claude/rules/skill-bodies-state-current-rules.md (four-part verification record with upstream pointers).

This matches the trend of the five prior review rounds on this PR (Codex + four Claude passes), each of which found the diff clean once the flagged issue from that round was fixed.
· branch docs/4283-empirical-loader-tests

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Claude finished @kyle-sexton's task in 45s —— View job


Code review complete

  • Gather context (PR diff, changed files, CLAUDE.md/AGENTS.md rules)
  • Invoke /review:code-review and follow its instructions exactly
  • Review changed files for correctness/maintainability
  • Post findings as inline comments
  • Final summary

Summary

This lane has five prior review rounds on this PR, the most recent at commit 7b7bf3b (13:28:55Z). I compared that commit against the current HEAD (ee209e0) to scope this pass to what's actually new.

Skip gate applied — no new review surface. The only change since the last pass is ee209e0, a merge of origin/main into this branch. That merge brings in one unrelated, already-landed PR (#5564, the docs-naming extraction brief) and, as a side effect of the merge, mechanically renumbers an ADR reference in docs/specs/agent-doc-surfaces.md from ADR 0042 to ADR 0043, matching the rename main itself made to resolve an ADR-numbering conflict. I confirmed docs/adr/0043-record-the-skill-interop-decisions-and-conformance-gates.md exists and the two updated links (lines 65 and 97) both point at it correctly. This isn't new content from this PR's own commits — it's a correct, mechanical merge-conflict resolution.

git diff origin/main...HEAD --stat confirms the PR's actual diff is unchanged from what the last review round covered: the same 5 files (agent-doc-surfaces.md, plugin.json, CHANGELOG.md, sources.md, verification.md), same +124/-12.

No new findings. All prior findings from this lane (recheck-trigger grammar, table-row conflation, the Grok env-var naming mismatch, the as-of date) were already resolved as of 7b7bf3b and remain resolved. Nothing new to flag.
· branch docs/4283-empirical-loader-tests

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Security review complete

  • Gather context (PR diff, changed files, custom instructions)
  • Invoke /review:security-review and follow its instructions exactly
  • Post findings

No security issues found.

This CI run is triggered by pull request synchronize at HEAD
ee209e0. I diffed the new HEAD against the last fully-reviewed commit
(7b7bf3b, reviewed twice on 2026-09-30 13:28) and confirmed the only change is a merge from
origin/main bringing in an unrelated commit (aa511ac, a docs-hygiene brief) plus an ADR
renumbering (0042 → 0043) in
docs/specs/agent-doc-surfaces.md
that is itself inherited from main, not authored by this PR. No new lines were added by this
branch since the last review.

The PR's own changed files remain the same five, all documentation/reference content:

No application code, no GitHub Actions workflow, no executable script, and no config affecting
runtime behavior is in the diff — only prose, a markdown results table, and a version/changelog
bump.

Instruction-surface lens applied (the diff deletes a standing "do not install those tools
from this checkout / do not add CI that assumes they are present" note in sources.md). I read
docs/conventions/instruction-exception-register/README.md (present in this checkout) and
checked the removed text against its six Gate 0 classes — irreversible-action,
secret-handling, data-integrity, external-publication, legal-compliance,
agent-authority. The removed note was a research-scoping boundary for issue #4283 (install out
of scope for the checkout doing the migration research), not a rule matching any protected
class, and no CI workflow in this diff or elsewhere enforces its absence. Consequence check:
nothing that installing Cursor/Grok/Muse on a separate desktop host and running them headless
(--trust-workspace --disable-shell --disable-write, etc.) could do maps to an irreversible,
secret-handling, data-integrity, publication, compliance, or agent-authority failure mode, and
the PR body confirms this happened outside this checkout (git status --porcelain empty in the
worktree). Not a finding.

This is the sixth security-review pass on this PR (Codex once, Claude five times across commits
cd6b8ab → 7b7bf3b → ee209e0), each reaching the same conclusion: no security-relevant
surface.
· branch

@kyle-sexton
kyle-sexton merged commit 9604b72 into main Sep 30, 2026
18 checks passed
@kyle-sexton
kyle-sexton deleted the docs/4283-empirical-loader-tests branch September 30, 2026 14:01
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