Files
BMAD-METHOD/docs/how-to/customization/customize-agents.md

213 lines
5.3 KiB
Markdown

---
title: "Agent Customization Guide"
---
Use `.customize.yaml` files to customize BMad agents without modifying core files. All customizations persist through updates.
## When to Use This
- Change agent names or personas
- Add project-specific memories or context
- Add custom menu items and workflows
- Define critical actions for consistent behavior
## Quick Start
**1. Locate Customization Files**
After installation, find agent customization files in:
```
_bmad/_config/agents/
├── core-bmad-master.customize.yaml
├── bmm-dev.customize.yaml
├── bmm-pm.customize.yaml
└── ... (one file per installed agent)
```
**2. Edit Any Agent**
Open the `.customize.yaml` file for the agent you want to modify. All sections are optional - customize only what you need.
**3. Rebuild the Agent**
After editing, IT IS CRITICAL to rebuild the agent to apply changes:
```bash
npx bmad-method@alpha install # and then select option to compile all agents
npx bmad-method@alpha build <agent-name>
npx bmad-method@alpha build bmm-dev
npx bmad-method@alpha build core-bmad-master
npx bmad-method@alpha build bmm-pm
```
## What You Can Customize
### Agent Name
Change how the agent introduces itself:
```yaml
agent:
metadata:
name: 'Spongebob' # Default: "Amelia"
```
### Persona
Replace the agent's personality, role, and communication style:
```yaml
persona:
role: 'Senior Full-Stack Engineer'
identity: 'Lives in a pineapple (under the sea)'
communication_style: 'Spongebob'
principles:
- 'Never Nester, Spongebob Devs hate nesting more than 2 levels deep'
- 'Favor composition over inheritance'
```
**Note:** The persona section replaces the entire default persona (not merged).
### Memories
Add persistent context the agent will always remember:
```yaml
memories:
- 'Works at Krusty Krab'
- 'Favorite Celebrity: David Hasslehoff'
- 'Learned in Epic 1 that its not cool to just pretend that tests have passed'
```
### Custom Menu Items
Add your own workflows to the agent's menu:
```yaml
menu:
- trigger: my-workflow
workflow: '{project-root}/my-custom/workflows/my-workflow.yaml'
description: My custom workflow
- trigger: deploy
action: '#deploy-prompt'
description: Deploy to production
```
**Don't include:** `*` prefix or `help`/`exit` items - these are auto-injected.
### Critical Actions
Add instructions that execute before the agent starts:
```yaml
critical_actions:
- 'Always check git status before making changes'
- 'Use conventional commit messages'
```
### Custom Prompts
Define reusable prompts for `action="#id"` menu handlers:
```yaml
prompts:
- id: deploy-prompt
content: |
Deploy the current branch to production:
1. Run all tests
2. Build the project
3. Execute deployment script
```
## Real-World Examples
**Example 1: Customize Developer Agent for TDD**
```yaml
agent:
metadata:
name: 'TDD Developer'
memories:
- 'Always write tests before implementation'
- 'Project uses Jest and React Testing Library'
critical_actions:
- 'Review test coverage before committing'
```
**Example 2: Add Custom Deployment Workflow**
```yaml
menu:
- trigger: deploy-staging
workflow: '{project-root}/_bmad/deploy-staging.yaml'
description: Deploy to staging environment
- trigger: deploy-prod
workflow: '{project-root}/_bmad/deploy-prod.yaml'
description: Deploy to production (with approval)
```
**Example 3: Multilingual Product Manager**
```yaml
persona:
role: 'Bilingual Product Manager'
identity: 'Expert in US and LATAM markets'
communication_style: 'Clear, strategic, with cultural awareness'
principles:
- 'Consider localization from day one'
- 'Balance business goals with user needs'
memories:
- 'User speaks English and Spanish'
- 'Target markets: US and Latin America'
```
## Tips
- **Start Small:** Customize one section at a time and rebuild to test
- **Backup:** Copy customization files before major changes
- **Update-Safe:** Your customizations in `_config/` survive all BMad updates
- **Per-Project:** Customization files are per-project, not global
- **Version Control:** Consider committing `_config/` to share customizations with your team
## Module vs. Global Config
**Module-Level (Recommended):**
- Customize agents per-project in `_bmad/_config/agents/`
- Different projects can have different agent behaviors
**Global Config (Coming Soon):**
- Set defaults that apply across all projects
- Override with project-specific customizations
## Troubleshooting
**Changes not appearing?**
- Make sure you ran `npx bmad-method build <agent-name>` after editing
- Check YAML syntax is valid (indentation matters!)
- Verify the agent name matches the file name pattern
**Agent not loading?**
- Check for YAML syntax errors
- Ensure required fields aren't left empty if you uncommented them
- Try reverting to the template and rebuilding
**Need to reset?**
- Delete the `.customize.yaml` file
- Run `npx bmad-method build <agent-name>` to regenerate defaults
## Next Steps
- **[Learn about Agents](/docs/explanation/core-concepts/what-are-agents.md)** - Understand Simple vs Expert agents
- **[Agent Creation Guide](https://github.com/bmad-code-org/bmad-builder/blob/main/docs/tutorials/create-custom-agent.md)** - Build completely custom agents
- **[BMM Complete Documentation](/docs/explanation/bmm/index.md)** - Full BMad Method reference