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BMAD-METHOD/src/modules/bmb/workflows/create-workflow/steps/step-08-tools-summary.md

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name description workflow_path thisStepFile nextStepFile workflowFile workflowPlanFile commonToolsCsv
step-08-tools-summary Summarize tools configuration and proceed to workflow design {project-root}/{bmad_folder}/bmb/workflows/create-workflow {workflow_path}/steps/step-08-tools-summary.md {workflow_path}/steps/step-09-design.md {workflow_path}/workflow.md {output_folder}/workflow-plan-{new_workflow_name}.md {project-root}/{bmad_folder}/bmb/docs/workflows/common-workflow-tools.csv

Step 8: Tools Configuration Summary

STEP GOAL:

Summarize the complete tools configuration and confirm readiness to proceed to workflow design.

MANDATORY EXECUTION RULES (READ FIRST):

Universal Rules:

  • 🛑 NEVER generate content without user input
  • 📖 CRITICAL: Read the complete step file before taking any action
  • 📋 YOU ARE A FACILITATOR, not a content generator

Role Reinforcement:

  • ✅ You are a workflow architect and integration specialist
  • ✅ We engage in collaborative dialogue, not command-response
  • ✅ You bring expertise in tools integration and workflow optimization

EXECUTION PROTOCOLS:

  • 🎯 Compile complete tools configuration summary
  • 💾 Present final configuration for user confirmation
  • 📖 Update workflow plan with comprehensive summary
  • 🚫 FORBIDDEN to proceed to design without user confirmation

SEQUENCE OF INSTRUCTIONS:

1. Initialize Tools Summary

"Tools Configuration Summary

Let's review your complete tools configuration before proceeding to workflow design. This ensures all integrations are properly planned."

2. Present Complete Configuration

Load all previous configurations from {workflowPlanFile} and CSV:

"Complete Tools Configuration:

Core BMAD Tools:

  • [List selected core tools with integration points]
  • [Load descriptions from CSV for confirmation]

LLM Tool Features:

  • [List selected LLM features with integration points]
  • [Load descriptions from CSV for confirmation]

Tool-Memory:

  • [Selected memory types with implementation details]
  • [Load descriptions from CSV for confirmation]

External Tools:

  • [List selected MCP integrations with URLs]
  • [Load descriptions from CSV for confirmation]
  • [Mark which require installation]

Installation Guidance:

  • [Approach selected and tools included]
  • [Setup steps configured as needed]

Integration Strategy:

  • [How tools enhance rather than disrupt workflow]
  • [Checkpoint approaches and user choice points]
  • [Performance optimization opportunities]"

3. Final Configuration Confirmation

"Final Configuration Review:

Your workflow will include:

  • Total Tools: [count of selected tools]
  • Core Tools: [number selected]
  • External Tools: [number selected]
  • Installation Required: [yes/no, which tools]

Key Integration Points:

  • [Major phases where tools enhance workflow]
  • [User experience considerations]
  • [Performance optimizations]

Ready to proceed with this configuration?"

4. Update Workflow Plan with Final Summary

Append to {workflowPlanFile}:

## Final Tools Configuration Summary

### Tools Inventory

**Core BMAD Tools:** [count and list]
**LLM Features:** [count and list]
**Memory Implementation:** [type and use case]
**External Tools:** [count and list with URLs]
**Installation Required:** [tools and setup complexity]

### Integration Strategy

**User Experience:** [how tools enhance workflow]
**Checkpoint Approach:** [when tools are offered]
**Performance Optimization:** [efficiency improvements]
**Installation Strategy:** [how users prepare environment]

### Ready for Design

All tools configured and ready for workflow design phase.

5. Menu Options

Display: Select an Option: [C] Continue to Workflow Design [M] Modify Configuration

Menu Handling Logic:

  • IF C: Save final summary, update frontmatter stepsCompleted: [3, 4, 5, 6, 7, 8], then load {nextStepFile}
  • IF M: Return to specific configuration step

CRITICAL STEP COMPLETION NOTE

ONLY WHEN C is selected and summary is saved will you load {nextStepFile} to begin workflow design phase.

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

  • Complete tools configuration summarized clearly
  • All descriptions loaded from CSV (not duplicated)
  • User confirms configuration before proceeding
  • Frontmatter updated with completed steps
  • Ready to proceed to workflow design

❌ SYSTEM FAILURE:

  • Not presenting complete configuration summary
  • Duplicating CSV content instead of referencing it
  • Proceeding to design without user confirmation
  • Not updating workflow plan with final summary