Skip to main content

The Tool Selection Guide: The Hierarchy of Automation

You’ve learned the parts. You know how to build a Skill, configure a Subagent, and connect an MCP server.

But the most common question from founders and developers isn’t "How do I build X?"—it’s "WHAT should I build?"

"I want to automate my code reviews. Is that a Skill? Or a Subagent?" "I need to search my database. Do I need an MCP server, or can a Skill do that?"

This guide is your compass. We’ll cut through the complexity with a simple decision framework.


The 5-Second Decision Guide

If you stop reading here, memorize this table. It solves 90% of architectural debates.

If you need...Then use...The "Digital FTE" Analogy
Persistent ContextCLAUDE.mdThe Employee Handbook
Repeated ProceduresSkillA Standard Operating Procedure (SOP)
Delegation & FocusSubagentA Specialized Department / Team
External Systems/DataMCPIT Access / Permitted Software
Quality Gates/SafetyHooksCompliance & Security Officers

The Decision Flow

When you face a new automation challenge, ask these questions in order:

Question 1: Does it need external data or external systems?

  • Yes (Jira, database, API, website) → Use MCP
  • No (local files, local context) → Continue to Q2

Question 2: Is it a complex, multi-step workflow requiring autonomy?

  • Yes (research, analysis, report generation) → Use Subagent
  • No (specific, bounded task) → Continue to Q3

Question 3: Is it about enforcing rules or preventing bad actions?

  • Yes (validation, security, compliance) → Use Hook
  • No (helpful procedure) → Continue to Q4

Question 4: Do you explain this task the same way every time?

  • Yes (repetitive, consistent procedure) → Use Skill
  • No (context-dependent, general knowledge) → Use CLAUDE.md

The "Digital FTE" Mental Model

To truly design "Digital Employees," stop thinking like a developer (functions, scripts) and start thinking like a Manager (roles, responsibilities).

1. CLAUDE.md: The Employee Handbook

Every new hire gets a handbook. It tells them: "Here is our mission. Here is how we prefer things formatted. Here is who to ask for help."

Use when:

  • You want to set the baseline culture and context for every interaction

Don't use for:

  • Specific, granular tasks (too much noise)

2. Skills: Standard Operating Procedures

When you hire an accountant, you give them a checklist: "Project Setup Checklist." "End-of-Month Protocol."

Use when:

  • You have a repeatable task (writing a test, formatting a blog post) that you want done your way

Don't use for:

  • Massive, ambiguous projects requiring 2 hours of autonomy

3. Subagents: Specialized Departments

You don't ask the "General Receptionist" to audit your taxes. You send that to the "Accounting Department."

Use when:

  • The task requires a different mindset or set of tools
  • Example: A "Testing Subagent" needs different prompts than a "Creative Writing Subagent"

Don't use for:

  • Simple tasks (creating a whole department to "fix a typo" is bureaucracy)

4. MCP: IT Access & Software

An employee can't check Salesforce if you don't give them a login. MCP is that login.

Use when:

  • The intelligence is locked away in a database, API, or website

Don't use for:

  • Things the model already knows (e.g., Python syntax)

5. Hooks: Compliance & Security

The Compliance Officer doesn't do the work; they typically stop work that is dangerous. "Stop! You can't merge to main without approval."

Use when:

  • You need to enforce hard constraints or automate invisible logging

Don't use for:

  • Helpful suggestions (that's a Skill)

Common Scenarios: What Would You Pick?

  • Scenario A: "I want Claude to check our Jira board for new tickets."

Analysis: Does it need external data? Yes (Jira is a project management tool outside your computer).

Selection: MCP. You need a Jira MCP server.

  • Scenario B: "Every time Claude writes code, I want it to follow our naming conventions consistently."

Analysis: Is it a repeated preference? Yes.

Selection: CLAUDE.md (if it's a global project rule) or Skill (if specific to one task type). Likely CLAUDE.md.

  • Scenario C: "I want to give Claude a 'Research Mode' where it browses the web, summarizes 50 pages, and writes a report without distracting me."

Analysis: Is it complex? Yes. Does it need focused autonomy? Yes.

Selection: Subagent. Create a "Researcher" subagent equipped with Browser MCP.

  • Scenario D: "Stop Claude from committing secrets/API keys to git."

Analysis: Is it safety/validation? Yes (preventing accidental leaks of passwords).

Selection: Hook. A pre-git-commit hook (a script that runs before saving changes).


The Strategic Takeaway

Amateurs build prompts to conplete current work - vibe code the current task.

Professionals build Systems.

A "System" is simply the smart combination of these five elements. Your goal as an Agent Architect is to place the complexity in the right bucket.


See It in Action

This framework is the decision-making engine. But what does it look like when applied?

Lesson 17 shows how Boris Cherny—the creator of Claude Code—actually uses these tools together in his daily workflow. 15-20 parallel sessions, Plan Mode discipline, specialized subagents for different tasks, Hooks automating the edge cases.

Study his patterns. They're blueprints for your own systems.