- Use a coding agent as the orchestrator of your work — not a programmer's tool, a general agent with your project as its world
- Drive Claude Desktop & Codex Desktop — the apps are the interface, not the topic
- Give your agent standing context — CLAUDE.md, roles, and task instructions that make output consistent
- Extend it with Skills, plus MCP, CLI & API — teach it your workflows and connect it to your software
- Review and trust its output — the habits that let you delegate without losing control
- Ship a real automation — built during the module, for your actual workflow, by you
This module assumes the Coding Literacy course — API, CLI, MCP, files and folders, env and secrets. Not so you can write code; so you can speak the language of software before directing an engineer. If those words are still fuzzy, do the pre-work first. Everything below moves faster when you have it.
Coding Agent as General Agent
The name is the worst thing about this technology. "Coding agent" sounds like something for software engineers — a tool you'd have no business touching. That framing costs people the single biggest upgrade available to them right now.
Here's the reframe. Think about what actually runs your job. Your reports live in spreadsheets. Your communication lives in email and chat. Your documents live in a drive. Your customers live in a CRM. Every single one of those is software — and every piece of software is reachable through code. There are exactly three doors in:
- API — how systems talk to each other. Your CRM, your accounting tool, the stock exchange, the weather — almost everything exposes one.
- CLI — the command line: text commands that operate a computer directly. Files, folders, conversions, batch operations — anything your machine can do.
- MCP — the AI-native connector. A standard socket that plugs an agent straight into a tool: your drive, your calendar, your browser, your database.
A coding agent is an AI that can write and run code — which means it can walk through all three doors. It can call the API, drive the CLI, plug in the MCP. And that leads to the thesis of this entire module:
A coding agent is a general agent — because everything in your work is reachable through code.
This is Level 4 on the use-case ladder from Module 2 — and it's the level where things change shape. Levels 1 through 3 made you faster at individual tasks: a chatbot here, an AI feature in a tool there, an automation for one workflow. Level 4 gives you one tool that spans the whole role. The same agent that drafts your report can also clean the data behind it, file the output in the right folder, and log what it did — because to the agent, those are all just software operations on your project.
And the crucial part: you direct it in plain language. You never write the code. You describe the outcome, the agent writes and runs whatever code gets there, and you review the result. The code is an implementation detail — like your accountant's spreadsheet formulas. You care that the numbers are right, not how the cells reference each other.
You could buy a different AI product for every task — one for email, one for slides, one for data. Each one is a silo with its own subscription, its own context, its own limits. A coding agent replaces the wall of silos with one worker who sees your whole project, remembers how you work, and can build the exact tool your workflow needs — including tools no vendor sells, because no vendor knows your job that precisely. You do.
Claude Desktop & Codex Desktop, hands-on
You reach a coding agent through a desktop app: Claude Desktop (Anthropic) or Codex Desktop (OpenAI). Both put a frontier coding agent behind a chat window and give it a working folder on your machine. And here's the sentence I'll repeat until it sticks: the apps are the interface, not the topic. We're not studying software today. We're learning to direct an engineer — the app is just where the conversation happens.
The working pattern is the same in both, and it's the pattern for everything else in this module:
- Point it at a folder. That folder is the agent's world — the files in it are what the agent can see and work on.
- Say what you want, in plain language. Outcome, not instructions. "Turn these three exports into the weekly report, my usual format."
- Watch it work. The agent narrates: reading files, writing a script, running it, checking the result. You can interrupt and redirect at any point.
- Review what comes out. The deliverable lands in your folder as real files — a report, a cleaned spreadsheet, a draft. Your judgment is the last step, always.
To make it concrete — the kind of requests that work on day one, in your plain words:
| You say | The agent does |
|---|---|
| "Summarize these 12 PDFs into one two-page brief" | Reads every file, writes the brief, saves it next to the sources |
| "Merge these exports and flag anything that doesn't reconcile" | Writes a small script, runs it, hands you a clean file plus an exceptions list |
| "Rename these 300 scanned invoices by vendor and date" | Reads each one, builds the naming logic, renames the lot in seconds |
| "Build me a dashboard from this sales data" | Creates an interactive page you can open in your browser — no vendor, no license |
When to use which
In the session we run both apps side by side on the same task, and you'll see it immediately: the differences are real but small — interface details, how each one presents its work, house style. The skill is identical. My advice: pick one as your daily driver and go deep — depth in one beats shallow familiarity with both. Keep the second installed for comparison, and because model quality shifts every few months; when it does, your skill transfers in an afternoon. Which one to pick depends on which ecosystem your company already pays for — that's usually the deciding factor, not the apps themselves.
The responsible-use rules travel with you. The never-paste list still applies — now to a working folder instead of a chat window. Company workspace over personal account, training off, and know what data classification your files carry before you point an agent at them.
Managing your project — CLAUDE.md, roles, and task instructions
Your first sessions with an agent all share one flaw: you re-explain yourself every time. Who you are, what the report should look like, what "our format" means, what it must never do. The fix is the single highest-leverage file in this entire course: a standing context file that lives in your project folder. Claude Desktop reads CLAUDE.md; Codex reads AGENTS.md. Same idea, same content.
A prompt is what you say once. Standing context is what the agent knows every time.
The agent reads this file at the start of every task, automatically. Which means everything in it rides along on every piece of work — without you typing it again. Four things belong in there:
- Who you are. Your role, your department, what you're responsible for. The agent calibrates everything to this.
- Your SOPs. How the recurring work is actually done, step by step — the same SOPs you wrote down in Module 4.
- Your style. Tone, format, language, length. Definitive statements, not vibes: "short sentences, numbers first" beats "professional tone."
- Your boundaries. What the agent must never do without you — the standing version of human-in-the-loop from Module 1.
A skeleton to steal — this is genuinely enough to start:
# CLAUDE.md ## Who I am Sales operations manager, retail division. I own the weekly sales report and the client list. ## My SOPs - weekly-report.md — how the Monday report is built - client-onboarding.md — steps for a new client ## Style Short sentences. Numbers first, commentary second. Reports in English and Mongolian. ## Boundaries Never send anything external without my review. Never modify the raw export files — work on copies.
Notice what this actually is: your role context, made executable. This is the thesis of the whole practice — no consultant could write this file, because no consultant knows your job at this resolution. You do, and it takes twenty minutes. In the session, everyone writes theirs, reruns the morning's task, and compares output before and after. The difference is not subtle.
CLAUDE.md holds what's always true. For each recurring job, add a separate instruction file — weekly-report.md that spells out sources, steps, format, and what done looks like. Then Monday morning becomes one line: "Run the weekly report." The agent reads the instructions and executes. This is your SOP, promoted from documentation to something that runs.
Skills — teaching your agent your workflows
Task instruction files have a natural next step, and the platforms have formalized it: Skills. A skill is a packaged workflow — instructions, plus any templates or helper scripts it needs — that the agent loads exactly when the task calls for it. If CLAUDE.md is what your agent always knows, a skill is what it knows how to do.
The mental model: teach the workflow once, then replay it on demand. Write down how the job is done — the way you'd train a new hire — and from then on the agent performs it the same way every time. Consistency is the point. Prompting from scratch gives you a different result every run; a skill gives you your standard, every run.
The exercise, which we run live:
- Pick one repetitive task — the one you do weekly and could do on autopilot. Highest reps wins; boring is perfect.
- Write the instructions — steps, inputs, output format, quality checks. If a bright new hire could follow it, the agent can.
- Test it live, three times — on real inputs, including one messy case. Watch where it deviates from what you meant.
- Fix the instructions, not the output — every deviation is a sentence you haven't written yet. Edit, rerun, done.
Skills get better with more eyes on them. Members of the AI Architects community swap theirs and pressure-test each other's instructions.
When the agent gets something wrong, the instinct is to correct it in chat and move on. That fixes today. Fixing the skill file fixes every future run. The discipline of pushing corrections back into the instructions is what separates people whose agents compound in value from people who re-prompt forever.
MCP, CLI & API — connecting external tools
So far the agent's world has been a folder. Your work doesn't live in a folder — it lives in Google Drive, in spreadsheets, in email, on GitHub, in whatever system your company runs on. There are three doors into that software, and a coding agent can use all three.
- MCP (Model Context Protocol) — a ready-made connector. Plug one in, and the tool's actions appear in the agent's hands: read the sheet, search the drive, open the browser. Nothing to build.
- CLI — command-line tools the agent runs in the terminal, like
ghfor GitHub,vercelfor hosting,supabasefor databases. If a service ships one, it's often the fastest and most capable route: the full product, one command at a time. - API — calling the service directly with a key. The agent writes a small script that sends the request. Most flexible, a little more setup.
Each connection removes one manual bridge you used to be: download from here, paste to there, upload back. With a spreadsheet connected, the agent works on the live sheet — not an export. It stops working on copies of your work and starts working where your work lives.
Which one to use
| Use | When | How I use it |
|---|---|---|
| MCP | A good one exists for the tool. Start here. | Google Sheets — the agent reads and updates the live sheet. |
| CLI | The service has a command-line tool. | GitHub through gh — branches, pull requests, checks. |
| API | Neither fits, or you need full control. | Discord — a short script posts my community announcements through the API. |
You don't have to pick by hand every time. Tell the agent what you want done, and ask it which door it's using. But knowing the three lets you spot when it's taking the long way round.
In the session, each participant connects the one connection their target workflow actually needs — usually a drive or spreadsheet MCP — and reruns their task end to end. One is enough to feel the shift.
Every connection widens what your agent can see and touch. Connect the smallest access that serves the workflow — one folder, not the whole drive. Prefer read-only where the job allows it. API keys and tokens go in a .env file, never pasted into the chat. And company systems go through IT approval, not around it. The traffic-light habit from Module 1 applies to connections exactly as it does to pasting.
Review, iterate, trust
Here's the shift most people miss: you're not prompting a chatbot anymore. You're working with an AI engineer — and that's a management relationship, not a vending machine. Nobody hands a new hire the keys on day one; nobody should hand them to a new agent either. But a good manager also doesn't hover forever. The skill is moving along that line deliberately.
Three habits make the relationship work:
- Review the output, not the code. You check the report the way you'd check a colleague's: are the numbers right, does it match the source, would you sign it? The code that produced it is the agent's concern — you audit results, and you can always ask the agent to explain, in plain language, how it got them.
- Test with real cases — including ugly ones. Anything can look right on a clean sample. Run last month's actual files, the messy export, the week with missing data. Trust built on real inputs is the only kind that holds.
- Iterate the instructions. Same discipline as Section 4: when review catches a miss, the fix goes into CLAUDE.md or the skill file. Every reviewed run either raises trust or improves the instructions. Both are progress.
Trust is earned per task, not granted per tool.
The weekly report your agent has nailed ten times in a row? Check the totals and ship it. The client-facing email workflow it ran for the first time yesterday? Review every word. Both stances are correct — at the same time, for the same agent. This is Module 1's human-in-the-loop, applied per workflow: you decide where you sit in the loop of each job, and you move as trust accumulates. In Module 6 this becomes a formal dial — the Trust Ladder — when the agent starts acting without you in the room. Today's review habits are what make that step safe tomorrow.
Build: real automations for your actual workflows
Everything above was the toolkit. Now we use it. This is the block where the module earns its keep — you leave with a working automation you built, for a workflow you actually run. Not a demo on sample data. Yours.
The raw material comes from Module 4. You already captured your automation candidates there — each one screened for value (reduce cost? increase speed? optimize quality?) and specified as trigger → engine → output, with a KPI attached. Today, that capture card becomes a build spec. The flow:
- 1 · Pick. Your highest-value card that touches only data you're allowed to use here. When in doubt, take the more boring one — boring means well-understood, and well-understood builds fast.
- 2 · Scope down. Smallest version that produces the real output. Automate the Monday report before the whole reporting function. Task first — SOP, role, and department come later; that's the escalation path, not day one.
- 3 · Brief the agent. Hand it the capture card, the SOP, and two or three examples of past output — your quality bar, shown not described. Then direct: outcome first, corrections as it works.
- 4 · Test on real data. Last week's real inputs. Compare against what you actually produced by hand. Push every fix into the instructions, not just the chat.
- 5 · Package. The workflow becomes a skill file, the standing rules live in CLAUDE.md, and running it is one sentence. Write that sentence down.
The automation runs end to end on real inputs. You can run it again tomorrow with one instruction, without help. Output passes through your review before it goes anywhere. And the instructions are written down — so it survives contact with next week, and improves every time you touch it.
Two builders on the same afternoon, from real cohorts: a finance manager whose month-end close prep — pulling five exports, reconciling, formatting the summary — went from a half day to a directed twenty minutes. A department head whose meeting notes now become tracked action items in the team sheet, automatically, in both languages. Neither wrote a line of code. Both can explain exactly how their automation works — because it's their SOP, executed.
The hands-on track
Everything in this module is done, not watched. The five exercises, in order — each one feeds the next:
| # | Exercise | You leave with |
|---|---|---|
| 1 | First direction. Point the app at a folder of real files; ask for one real deliverable in plain language; watch the agent work. | The core pattern: direct, watch, review |
| 2 | Write your CLAUDE.md. Role, one SOP, style rules, boundaries. Rerun Exercise 1 and compare output. | Standing context that upgrades every future task |
| 3 | Teach one skill. Your most repetitive task, written as instructions; three live runs including one messy case; fixes go into the file. | A workflow that replays on demand |
| 4 | Plug in one connection. The single MCP, CLI or API your target workflow needs — smallest useful access, read-only where possible. | An agent that works where your work lives |
| 5 | The build. Top Module 4 capture card → scoped → briefed → tested on real data → packaged as a skill. | A working automation for your real workflow |
And that automation is the entry ticket to Module 6. Right now, you initiate every run — the agent works when you ask. Next module, Hermes sits above these desktop apps and starts initiating on its own: on a schedule, on a trigger, on its own judgment — inside boundaries you set. The engineer you learned to direct today becomes part of a system that runs without you pressing the button.
Build alongside other builders. AI Architects is where people taking this course direct coding agents together: share CLAUDE.md files and skills, get unstuck on connections, and review each other's builds.
Annual: 1,050,000 MNT ($299)/year, the better deal. Monthly: 185,000 MNT ($52)/month. Office hours Mon 15:00, Wed 11:00, Fri 10:00 (Ulaanbaatar).