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Case

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A harness for orchestrating AI agent work across WorkOS open source projects.

Inspired by harness engineering and effective harnesses for long-running agents — the discipline of designing environments that let AI agents operate reliably at scale. Humans steer. Agents execute. When agents struggle, fix the harness.

How It Works

Case uses a six-agent pipeline where each agent has a focused context window and a single responsibility. This prevents context pollution — the root cause of agents forgetting to test, gaming evidence markers, or skipping checklist items.

graph TD
    A["Engineer: /case 34"] --> B["Orchestrator"]
    B --> C{Parse argument}
    C -->|GitHub issue| D["Fetch issue via gh CLI"]
    C -->|Linear issue| E["Fetch issue via Linear MCP"]
    C -->|No args| F["Resume or load context"]

    D --> G["Create task file + .task.json"]
    E --> G
    G --> H["mkdir -p .case && echo task-id > .case/active"]
    H --> I["Baseline smoke test"]
    I -->|FAIL| RETRO["Retrospective"]
    I -->|PASS| ORCH["Programmatic Orchestrator"]

    ORCH --> J["Implement"]
    J --> K{"Result"}
    K -->|failed + retryViable| J2["Retry with failure analysis"]
    J2 -->|failed| RETRO
    J2 -->|completed| L["Verify"]
    K -->|completed| L
    K -->|failed + !retryViable| RETRO

    L --> M{"Result"}
    M -->|failed| RETRO
    M -->|completed| N["Review"]

    N --> O{"Result"}
    O -->|critical findings| RETRO
    O -->|passed| P["Close"]

    P --> Q{"Result"}
    Q -->|failed| RETRO
    Q -->|completed| R["PR opened"]

    R --> RETRO
    RETRO --> S["Propose amendments + update learnings"]
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Steps 0-3 (issue parsing, task creation, branch setup) are handled by the CLI orchestrator. Steps 4-9 (implement through retrospective) are handled by the programmatic orchestrator — a TypeScript while/switch loop that makes phase transitions deterministic rather than LLM-interpreted.

All agents run as Pi sessions — the orchestrator as an interactive session with a TUI, sub-agents as batch sessions. Each agent role can use a different model/provider via ~/.config/case/config.json.

The Agents

Agent Responsibility Never does
Orchestrator Parse issue, create task, smoke test, dispatch agents Write code, run Playwright
Implementer Write fix, run unit tests, commit (with WIP checkpoints), read repo learnings Start example apps, create PRs
Verifier Test the specific fix with Playwright, create evidence Edit code, commit
Reviewer Review diff against golden principles, classify findings, gate PR creation Edit code, commit, run tests
Closer Create PR with thorough description, satisfy hooks, post review comments Edit code, run tests
Retrospective Analyze the run, propose harness improvements, apply per-repo learnings directly Edit target repo code

Programmatic Orchestrator

The pipeline's flow control (Steps 4-9) runs as a TypeScript program rather than LLM-interpreted prose. The LLM still does the work inside each phase (writing code, testing, reviewing), but the transitions between phases are deterministic if/else branches.

Concern Before (prose in SKILL.md) After (TypeScript orchestrator)
Phase transitions LLM reads a table and decides switch(currentPhase) returns nextPhase
Retry cap Doom-loop hook fires after 3 identical failures maxRetries: 1 checked before spawning
Resume after interrupt LLM reads status table, hopefully picks the right step determineEntryPhase(task) returns the correct phase
Context per agent LLM decides what to include assemblePrompt() gives each role only what it needs
Attended vs unattended Not supported --mode unattended auto-aborts on failure

Usage

Three ways to run Case:

# 1. Interactive mode — conversational TUI with Pi, can discuss before executing
ca --agent              # freeform planning / ideation session
ca --agent 1234         # start working on GitHub issue #1234
# In interactive mode, say "go" to quick-build, or "execute docs/ideation/foo/" for existing specs

# 2. Batch mode — detect repo, fetch issue, run full pipeline
ca 1234                 # GitHub issue
ca DX-1234              # Linear issue
ca                      # resume active task via .case/active marker

# 3. Task mode — run pipeline for an existing task file
ca --task tasks/active/cli-1-issue-53.task.json
ca --task tasks/active/cli-1-issue-53.task.json --mode unattended
ca --task tasks/active/cli-1-issue-53.task.json --dry-run

Override the model for all agents in a single run:

ca --model claude-opus-4-5 1234
ca --model gemini-2.5-pro --agent 1234

The /case skill dispatches to the orchestrator automatically. You can also invoke ca directly.

Architecture

src/
  index.ts                CLI entry point (run, create, serve, --agent)
  pipeline.ts             Core while/switch loop (Steps 4-9)
  notify.ts               Attended (readline) vs unattended (auto-abort) notifier
  config.ts               Loads projects.json, resolves paths, builds PipelineConfig
  types.ts                TaskJson, AgentResult, PipelineConfig, AgentModelConfig, etc.
  agent/
    pi-runner.ts          Spawn Pi batch sessions per agent role
    orchestrator-session.ts  Interactive Pi session for --agent mode
    config.ts             Per-agent model config (~/.config/case/config.json)
    tool-sets.ts          Scoped Pi tools per agent role (read-only vs full write)
    prompt-loader.ts      Load agent .md prompts, strip frontmatter
    from-ideation.ts      Execute ideation contracts: load → phases → verify → review → close
    tools/
      pipeline-tool.ts    Pi tool: run the case pipeline from interactive session
      from-ideation-tool.ts Pi tool: execute ideation contracts through the pipeline
      issue-tool.ts       Pi tool: fetch issues from GitHub/Linear
      task-tool.ts        Pi tool: create task files
      baseline-tool.ts    Pi tool: run bootstrap.sh
  entry/
    cli-orchestrator.ts   Steps 0-3: detect repo, fetch issue, create task, baseline
    issue-fetcher.ts      GitHub (gh CLI) and Linear (GraphQL) issue fetching
    repo-detector.ts      Auto-detect target repo from cwd
    task-factory.ts       Create .md + .task.json pairs
    task-scanner.ts       Find existing tasks for re-entry
  state/
    task-store.ts         Reads JSON directly, writes through task-status.sh
    transitions.ts        Deterministic re-entry from any task state
  context/
    prefetch.ts           Parallel repo context gathering (session, learnings, commits)
    assembler.ts          Role-specific prompt assembly per agent
  phases/
    implement.ts          Spawn implementer + intelligent retry (max 1)
    verify.ts             Spawn verifier (no retries — needs human judgment)
    review.ts             Spawn reviewer, check for critical findings
    close.ts              Spawn closer, extract PR URL
    retrospective.ts      Spawn retrospective (awaited, runs to completion)
  util/
    parse-agent-result.ts Extract AGENT_RESULT JSON from agent output
    run-script.ts         Safe execFile wrapper (no shell injection)
    logger.ts             Structured JSON-lines to stderr

Context Isolation

Each agent receives only what it needs — not everything:

  • Implementer: task + issue + playbook + working memory + repo learnings + check fields
  • Verifier: task + repo path (deliberately minimal — fresh-context testing)
  • Reviewer: task + repo path (reads golden principles itself)
  • Closer: task + repo + verifier AGENT_RESULT + reviewer AGENT_RESULT

Model Configuration

Each agent role can use a different model and provider. Configure via ~/.config/case/config.json:

{
  "$schema": "https://raw.githubusercontent.com/workos/case/main/config.schema.json",
  "models": {
    "default": { "provider": "anthropic", "model": "claude-sonnet-4-20250514" },
    "reviewer": { "provider": "google", "model": "gemini-2.5-pro" },
    "retrospective": { "provider": "anthropic", "model": "claude-haiku-4-5-20251001" },
    "verifier": null
  }
}
  • default — used when a role has no specific config
  • Role-specific — set provider + model per agent (implementer, verifier, reviewer, closer, retrospective, orchestrator)
  • null — explicitly means "use default"
  • Missing file — all agents use Claude Sonnet (hardcoded default)
  • --model flag — overrides config for all agents in a single run

Priority chain: --model CLI flag > explicit spawnAgent options > config file > hardcoded defaults.

Pi's ModelRegistry supports 20+ providers (Anthropic, Google, OpenAI, local models, etc.) — any model ID that Pi recognizes works here.

Self-Improvement

After every pipeline run — success or failure — the retrospective agent analyzes what happened and proposes improvements to the harness (staged in docs/proposed-amendments/ for human review). It also applies per-repo learnings directly so knowledge compounds across runs:

graph LR
    A["Pipeline completes"] --> B["Retrospective reads progress log"]
    B --> C{"What went wrong?"}
    C -->|missing pattern| D["Propose: docs/architecture/"]
    C -->|unclear convention| E["Propose: docs/conventions/"]
    C -->|agent skipped steps| F["Propose: agent prompt change"]
    C -->|hook too lenient| G["Propose: hook fix"]
    C -->|nothing| H["No improvements needed"]
    D --> I["Apply repo learnings directly"]
    E --> I
    F --> I
    G --> I
    I --> J{"3+ similar learnings?"}
    J -->|yes| K["Propose escalation to convention"]
    J -->|no| L["Done"]
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Quick Start

Use with an issue

From any target repo:

# GitHub issue
/case 34

# Linear issue
/case DX-1234

The orchestrator fetches the issue, creates a task file (.md + .task.json), runs a baseline smoke test, then spawns implementer → verifier → reviewer → closer → retrospective. Hooks enforce evidence mechanically.

Resume an interrupted run

If a /case run is interrupted, re-run the same command. The orchestrator detects the existing .task.json and resumes from the last completed agent phase.

# Resumes where it left off — doesn't recreate the task
/case 34

Interactive mode

Start a conversational session with the case orchestrator:

# Freeform — discuss, plan, explore before running anything
ca --agent

# Issue-directed — fetches the issue and presents context
ca --agent 1234

The session starts with the same detection as batch mode — it identifies the current repo, checks for active tasks, and fetches issue context. You see the full briefing before anything executes:

Repo: cli (/path/to/cli)

Issue: Fix login bug
Users cannot log in when cookies are disabled

Ready to create a task and run the pipeline, or discuss first.

From there you can discuss approaches, ask questions, or tell the orchestrator to run the pipeline. Tools for fetching issues, creating tasks, running baselines, and executing the pipeline are all available through conversation.

Task Tracking

Tasks use a hybrid format: human-readable Markdown + a JSON companion for machine-touched fields. Task templates include a mission summary block at the top — a one-line "what + why", target repo, and primary acceptance criterion — so agents can orient quickly without reading the full task.

tasks/active/authkit-nextjs-1-issue-53.md         # human-readable
tasks/active/authkit-nextjs-1-issue-53.task.json   # machine-touched

The JSON companion tracks status, agent phases, evidence flags, and PR metadata. Status transitions are enforced by scripts/task-status.sh:

active → implementing → verifying → reviewing → closing → pr-opened → merged

Each agent appends to the task file's ## Progress Log — creating a running record of what was done, by whom, and when.

Dispatching tasks manually

# Pick a template
ls tasks/templates/

# Fill it in
cp tasks/templates/bug-fix.md tasks/active/authkit-nextjs-1-fix-cookie-bug.md
# Edit the file — fill in {placeholders}

# Hand it to an agent (use --worktree for isolation)
ca --task tasks/active/authkit-nextjs-1-fix-cookie-bug.task.json

Enforcement

The pipeline enforces the pre-PR checklist through the closer agent's pre-flight checks and the programmatic orchestrator's phase gates. Evidence markers track that work was actually done:

  • mark-tested.sh — requires piped test output, records SHA-256 hash. Supports structured JSON reporter input via parse-test-output.sh. Rejects bare touch.
  • mark-manual-tested.sh — requires recent Playwright screenshots. Rejects without evidence.
  • mark-reviewed.sh — requires --critical 0 (no unresolved critical findings from reviewer). Rejects if critical findings exist.

The closer agent verifies all markers exist before attempting gh pr create. The pipeline limits retries to prevent doom loops. All marker scripts also update the task JSON as a side effect.

Verification Tools

Agents verify their work using:

  • Playwright CLI — primary tool for front-end testing. Headless, scriptable, produces screenshots/video.
  • Screenshot uploadsscripts/upload-screenshot.sh pushes images to a GitHub release and returns markdown for PR bodies. Auto-converts video to animated GIF for inline GitHub rendering.
  • Structured test outputscripts/parse-test-output.sh parses vitest JSON reporter output into machine-readable evidence for .case/<task-slug>/tested markers (pass/fail counts, duration, per-file breakdown).
  • Session contextscripts/session-start.sh gathers structured JSON context (branch, commits, task status, evidence markers) at the start of every agent's context window.
  • Reviewer agent — reviews the diff against golden principles and conventions. Critical findings block PR creation; warnings and info are posted as PR comments.
  • Test credentials~/.config/case/credentials for sign-in flow testing.
  • Chrome DevTools MCP — secondary, for interactive debugging only.
  • Security auditor — runs automatically for auth/session changes via the pre-PR checklist.

Verifying Repos

# Check conventions across all repos
bash scripts/check.sh

# Check a single repo
bash scripts/check.sh --repo cli

# Bootstrap a repo for agent work (install deps, run tests, build)
bash scripts/bootstrap.sh cli

What's in the Harness

skills/
  case/SKILL.md                     /case skill (orchestrator + pipeline)
  security-auditor/SKILL.md         Security audit (auto-invoked, not user-facing)
agents/
  implementer.md                    Subagent: code + unit tests (WIP checkpoints, reads learnings)
  verifier.md                       Subagent: Playwright testing + evidence
  reviewer.md                       Subagent: diff review against golden principles
  closer.md                         Subagent: PR creation + hook satisfaction + review comments
  retrospective.md                  Subagent: apply harness improvements + maintain learnings
src/                                Programmatic orchestrator (TypeScript)
  index.ts                          CLI entry point (--agent, --model, --task)
  pipeline.ts                       Core while/switch loop (Steps 4-9)
  agent/                            Pi-based agent infrastructure
    pi-runner.ts                    Spawn Pi batch sessions per role
    orchestrator-session.ts         Interactive Pi session (--agent mode)
    config.ts                       Per-agent model config
    tools/                          Orchestrator tools (pipeline, issue, task, baseline)
  entry/                            CLI orchestrator (Steps 0-3)
  phases/                           One module per pipeline phase
  context/                          Role-specific prompt assembly
  state/                            Task store + re-entry logic
  util/                             Parser, script runner, logger
config.schema.json                  JSON Schema for ~/.config/case/config.json

AGENTS.md                           Entry point for agents (project landscape)
CLAUDE.md                           How to improve case itself
projects.json                       Manifest of target repos

docs/
  architecture/                     Canonical patterns per repo type
  conventions/                      Shared rules (commits, testing, PRs, style)
  conventions/entropy-management.md Entropy scanning + /loop integration
  conventions/claude-md-ordering.md CLAUDE.md section ordering for cache efficiency
  playbooks/                        Step-by-step guides for recurring operations
  golden-principles.md              Enforced invariants across all repos
  philosophy.md                     Design principles guiding case (incl. context engineering)
  learnings/                        Per-repo tactical knowledge from retrospective
  ideation/                         Ideation artifacts (contracts, specs)

tasks/
  active/                           Current tasks (.md + .task.json pairs)
  done/                             Completed tasks
  templates/                        Task templates (with mission summary blocks)
  task.schema.json                  JSON Schema for .task.json companion files

scripts/
  check.sh                          Convention enforcement across repos
  bootstrap.sh                      Per-repo readiness verification
  task-status.sh                    Read/update task JSON with transition validation
  mark-tested.sh                    Evidence-based test marker (rejects bare touch)
  mark-manual-tested.sh             Evidence-based manual test marker
  mark-reviewed.sh                  Review evidence marker (requires critical: 0)
  upload-screenshot.sh              Upload images to GitHub for PR descriptions
  session-start.sh                  Session context for all agents (structured JSON)
  parse-test-output.sh              Parse vitest JSON reporter into structured evidence
  entropy-scan.sh                   Convention drift scanner across repos

Target Repos (v1)

Repo Path Purpose
cli ../cli/main WorkOS CLI
skills ../skills WorkOS integration skills
authkit-session ../authkit-session Framework-agnostic session management
authkit-tanstack-start ../authkit-tanstack-start AuthKit TanStack Start SDK
authkit-nextjs ../authkit-nextjs AuthKit Next.js SDK

The manifest (projects.json) and all tooling are designed to scale to 25+ repos. Add a new repo by appending to projects.json.

Philosophy

See docs/philosophy.md for the full set of principles. The highlights:

  • Humans steer. Agents execute. Engineers define goals. Agents implement.
  • Never write code directly. Only improve the harness. All code flows through agents.
  • When agents struggle, fix the harness. The fix is never "try harder."
  • Enforce mechanically, not rhetorically. Instructions decay over long sessions. Hooks don't.
  • Every run improves the harness. The retrospective agent applies fixes directly and maintains per-repo learnings after every pipeline run.
  • The harness is the product. The code is the output.
  • Context engineering matters. Structure documents for LLM cache efficiency (stable content first, volatile last). Break doom loops mechanically. Compound knowledge across runs via learnings files.

Entropy Management

Convention drift is inevitable when agents replicate existing patterns — including suboptimal ones. Case includes continuous scanning to catch drift early.

# One-time scan across all repos
bash scripts/entropy-scan.sh

# Scan a specific repo
bash scripts/entropy-scan.sh --repo cli

For ongoing monitoring, run entropy scans periodically:

bash scripts/entropy-scan.sh

See docs/conventions/entropy-management.md for recommended intervals and details on what gets checked.

Relationship to Skills Plugin

  • skills (../skills) = WorkOS domain knowledge (what is SSO, how AuthKit works, API endpoints)
  • case = orchestration layer (which repos exist, how to work across them, patterns, playbooks)

They're complementary. Case depends on skills for product knowledge.

Adding a New Repo

  1. Add entry to projects.json (follow the schema)
  2. Ensure the repo has a CLAUDE.md with: commands, architecture, do/don't, PR checklist
  3. Run bash scripts/check.sh --repo <name> to verify compliance
  4. Add architecture doc to docs/architecture/ if the repo introduces a new pattern
  5. Update AGENTS.md project table

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