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Best Practices

Claude Code Best Practices

Maximize effectiveness with proven patterns for security, context management, and choosing the right tools.

Layered Protection Model

Claude Code provides multiple layers of protection, each serving a different purpose. Understanding when to use each layer helps you build robust workflows.

Key Insight: Guidance vs Enforcement

Behavioral guidance (CLAUDE.md) tells Claude what to do—it follows these as best practice but can be influenced by context. Deterministic enforcement (hooks) runs code regardless of what Claude thinks—if exit code is 2, the operation is blocked.

CLAUDE.md Rules

Behavioral Guidance

Instructions loaded with each session that Claude follows as best practice

  • Loaded automatically from project root
  • Claude interprets and follows contextually
  • Can be overridden by strong competing context
  • Best for project conventions and preferences

Hooks

Deterministic Enforcement

Code that executes at lifecycle points regardless of Claude's interpretation

  • Runs before/after specific events
  • Exit code 2 blocks operations completely
  • Cannot be bypassed by prompting
  • Best for security-critical enforcement

Deny Lists

Hard Boundaries

System-level restrictions that prevent specific actions entirely

  • Configured in settings.json
  • Blocks commands, files, or patterns
  • Enforced at the system level
  • Best for absolute restrictions

Practical Example: Protecting Sensitive Files

Guidance Approach (CLAUDE.md)
CLAUDE.md
# Security Rules
Never read, modify, or reference these files:
- .env files (contain secrets)
- credentials.json
- Any file matching *secret*

Claude will avoid these files in most cases, but could be influenced by strong user prompting.

Enforcement Approach (Hook)
hooks/guard-secrets.sh
#!/bin/bash
# PreToolUse hook - blocks access to sensitive files
TARGET=$(cat | jq -r '.tool_input.file_path // empty')
case "$TARGET" in
  *.env*|*credentials*|*secret*)
    echo "Blocked: $TARGET is protected" >&2
    exit 2  # Block the operation
    ;;
esac
exit 0  # Allow the operation

This hook runs regardless of prompting—exit code 2 means the file access is blocked unconditionally.

Context Management

Claude's effectiveness depends heavily on context quality. Managing conversation context well leads to better results and fewer errors.

One Task, One Conversation

Start fresh conversations for unrelated tasks. Mixing context from different features or bugs can lead to confusion and errors.

Use /clear Strategically

Clear context when switching focus within a conversation, or when Claude seems to be referencing outdated information.

Leverage Subagents for Isolation

Subagents run with fresh context. Use them for independent tasks like security reviews or documentation that shouldn't be influenced by main conversation context.

Watch for Context Drift

Signs you need a fresh context: repeated misunderstandings, referencing deleted code, or confusion between similar concepts.

When to Start Fresh

If Claude keeps referencing code you've deleted, mixes up similar variable names, or seems confused about your current goal, it's time for a fresh conversation or /clear.

Choosing the Right Component

Not sure whether to create a command, skill, or hook? Use this guide to pick the right component for your use case.

When You Need...UseWhy
Project-specific instructions
CLAUDE.md
Loaded automatically with every session, no plugin required
Reusable workflow across projects
Skill
Model-invoked based on context, portable between projects
User-triggered automation
Command
Explicit invocation with /name gives you control over when it runs
External API/service access
MCP Server
Standardized protocol with proper tool schema and permissions
Deterministic enforcement
Hook
Always executes, cannot be bypassed by prompting or context
Code intelligence features
LSP Server
Language-specific features like go-to-definition and hover docs

Start Simple

Begin with CLAUDE.md for project rules—it requires no plugin setup. Only create a plugin when you need to share functionality across projects or with teammates.

Common Patterns

Security Gate Pattern

Use hooks to enforce security policies before sensitive operations. This pattern ensures compliance regardless of how Claude interprets the task.

hooks.json
{
  "hooks": {
    "PreToolUse": [{
      "matcher": "Bash",
      "hooks": [{
        "type": "command",
        "command": "./hooks/validate-command.sh"
      }]
    }]
  }
}

Quality Gate Pattern

Run automated checks before commits or deployments. Combine with subagents for intelligent review when needed.

Pre-commit workflow
# Hook runs tests and linting before git commits
PreToolUse hook on "Bash" where command contains "git commit":
  1. Run test suite
  2. Run linter
  3. Exit 2 if any checks fail
  4. Exit 0 to allow commit

Specialist Agent Pattern

Create subagents with focused expertise for specific tasks. They run with fresh context, avoiding pollution from the main conversation.

agents/security-reviewer.md
You are a security-focused code reviewer.

Your task is to analyze code changes for:
- SQL injection vulnerabilities
- XSS attack vectors
- Authentication/authorization issues
- Sensitive data exposure

Focus only on security concerns. Do not comment
on code style, performance, or architecture.

Ready to Apply These Practices?

Learn more about plugin safety and trust signals, or start building your own plugins with best practices in mind.

Safety & Trust GuideBuilding Plugins