🤖 Claude Code Sub-agents: Complete Guide

Claude Code Sub-agents are specialized AI assistants that revolutionize how you work with AI. Instead of handling every task with a single Claude instance, you can create dedicated experts for specific domains—each with their own system prompts, tools, and context windows.

📺 Tutorial Video

📺 🚀 Claude Code’s New Sub-Agents Feature Is INSANE! Claude Code's New Sub-Agents Feature Is INSANE

📖 Overview

Claude Code Sub-agents are specialized AI assistants that revolutionize how you work with AI. Instead of handling every task with a single Claude instance, you can create dedicated experts for specific domains—each with their own system prompts, tools, and context windows.

💡 Think of it this way: Rather than asking a general practitioner to perform surgery, diagnose illness, AND manage your prescriptions, you’d consult specialists. Sub-agents work the same way—each one is an expert in their field, delivering superior results for specialized tasks.


🎯 What are Claude Code Sub-agents?

Claude Code Sub-agents are pre-configured AI personalities stored as simple markdown files. Each sub-agent has:

Key Components

  • 🔧 Custom System Prompt - Tailored instructions that define the agent’s expertise, behavior, and workflow
  • 🛠️ Specific Tools - Access only to the tools they need (Bash, Read, Write, MCP tools)
  • 🧠 Separate Context - Independent context window that doesn’t pollute the main conversation
  • 🎭 Specialized Role - Domain expertise in areas like testing, security, data analysis, or coding

When Claude Code encounters a task matching a sub-agent’s expertise, it can delegate that task. The sub-agent works independently and returns results, keeping your main conversation focused on high-level objectives.


✨ When to Use & Advantages

When to Use Sub-agents

  • Repetitive specialized tasks that require domain expertise (testing, code review, documentation)
  • Multi-step workflows where different phases need different specialists
  • Context management when your main thread is getting too long and complex
  • Team collaboration to ensure consistent practices across projects
  • Security-sensitive operations where you want granular tool permissions

Key Advantages

Advantage Benefit
🎯 Superior Performance Specialized prompts deliver better results than general-purpose instructions
🧹 Clean Context Keep main conversation focused without context pollution
🔄 Reusable Create once, use across all projects and share with team
Efficiency Automatic invocation based on task context—no manual switching
🔒 Security Granular tool permissions prevent unauthorized operations
📈 Scalable Build a library of experts that grow with your needs

📂 Two Types of Sub-agents

Claude Code supports two scopes of sub-agents, each serving different purposes:

Type Location Scope Priority
Project Sub-agents .claude/agents/ Available in current project only Highest
User Sub-agents ~/.claude/agents/ Available across all projects Lower

🎯 Priority Rule: When naming conflicts occur (same name in both locations), project-specific sub-agents override global ones. This allows you to customize behavior for specific projects while maintaining global defaults.

Choosing the Right Type

  • Use Project Sub-agents for project-specific experts (e.g., “api-tester” for your specific API structure, custom deployment workflows)
  • Use User Sub-agents for general-purpose experts you’ll use everywhere (e.g., “code-reviewer”, “test-writer”, “security-auditor”)

🛠️ Creating Sub-agents: Stock Analyzer Example

Let’s create a real-world sub-agent that analyzes stocks with technical indicators, fundamental analysis, and news sentiment.

Step 1: Navigate to Your Project Directory

cd your-project
pwd
# Output: /path/to/your-project

Step 2: Create the Sub-agents Directory

mkdir -p .claude/agents
# -p flag creates parent directories if needed

ls -la .claude/
# ✓ agents/

Step 3: Create the Sub-agent Markdown File

Create a new file: .claude/agents/stock-analyzer.md

---
name: stock-analyzer
description: Use PROACTIVELY to analyze stocks with comprehensive technical analysis (13/20/200 SMA, MACD, RSI), fundamental analysis, news sentiment scoring, and AI-powered trade recommendations with entry/exit points. Generates detailed HTML reports with interactive charts.
tools: Bash, Read, Write
model: sonnet
---

You are a professional stock market analyst specializing in comprehensive 
stock analysis combining technical indicators, fundamental analysis, and 
news sentiment evaluation.

## Core Responsibilities

When invoked, you MUST:

### 1. Data Collection
- Accept stock ticker symbol from user
- Fetch 3 years of historical data from Yahoo Finance
- Collect OHLCV data (Open, High, Low, Close, Volume) for daily and weekly timeframes
- Retrieve financial statements: Income Statement, Balance Sheet, Cash Flow
- Gather key financial metrics (P/E, P/B, ROE, ROA, Debt/Equity)
- Fetch recent news articles (last 30 days)

### 2. Multi-Timeframe Technical Analysis

**Daily Timeframe:**
- Calculate 13 SMA, 20 SMA, and 200 SMA
- Calculate MACD (12, 26, 9 parameters)
  * Identify MACD value, signal line, histogram
  * Determine bullish/bearish crossovers
- Calculate 14-period RSI
  * Identify overbought (>70) or oversold (<30) conditions
- Map support and resistance levels
- Analyze volume patterns

**Weekly Timeframe:**
- Confirm long-term trend direction
- Identify major support/resistance zones
- Validate daily signals with weekly trends

### 3. Entry and Exit Price Points

**Entry Points (BUY):**
- Price above 200 SMA (uptrend confirmation)
- 13 SMA crosses above 20 SMA
- MACD bullish crossover
- RSI between 40-60 or recovering from oversold
- At or near support levels

**Exit Points (SELL/TARGET):**
- First and second resistance levels
- RSI reaches overbought territory (>70)
- MACD bearish crossover
- Predetermined profit targets

### 4. Financial Analysis Using AI
- Analyze profitability, valuation, financial health
- Generate Financial Strength Score (0-100)

### 5. News Sentiment Analysis Using AI
- Classify articles as Positive, Negative, or Neutral
- Calculate Sentiment Score (-100 to +100)

### 6. AI Trade Score Synthesis
- Combine: (Technical × 0.40) + (Fundamental × 0.35) + (Sentiment × 0.25)
- Provide: BUY/HOLD/SELL recommendation
- Include: Entry price, targets, stop-loss, success probability

### 7. Generate HTML Report
- Create interactive charts with Plotly
- Include candlestick charts, MACD, RSI, volume
- Color-coded recommendations
- Professional, responsive design

Begin analysis immediately upon invocation with no preamble.

📝 Key Components Explained

  • name: Unique identifier (lowercase with hyphens)
  • description: When to use this agent. Include “Use PROACTIVELY” for automatic invocation
  • tools: Specific tools needed (Bash for running scripts, Read/Write for files)
  • model: Which Claude model (sonnet, opus, haiku, or inherit)
  • System Prompt: Detailed instructions below the YAML frontmatter

Step 4: Save and Verify the File

ls -la .claude/agents/
# ✓ stock-analyzer.md

cat .claude/agents/stock-analyzer.md
# Should display the full content

🚀 Running Your Sub-agent

Step 1: List Available Sub-agents

Open Claude Code and type /agents in the chat to see all available sub-agents:

> /agents

📋 Available Sub-agents:

# Project Sub-agents (.claude/agents/)
✓ stock-analyzer - Use PROACTIVELY to analyze stocks with comprehensive...
  Tools: Bash, Read, Write
  Model: sonnet

# User Sub-agents (~/.claude/agents/)
✓ code-reviewer - Expert code review specialist
  Tools: Read
  Model: sonnet

✓ test-runner - Proactively runs tests and fixes failures
  Tools: Bash, Read, Write
  Model: inherit

Verification: Make sure your stock-analyzer appears in the list! If it doesn’t, check:

  • File is in the correct location: .claude/agents/stock-analyzer.md
  • YAML frontmatter is properly formatted (no typos in the --- delimiters)
  • You’ve restarted Claude Code after creating the file

Step 2: Invoke Your Sub-agent

There are two ways to use your sub-agent:

> Use the stock-analyzer sub-agent to analyze AAPL

🤖 Invoking stock-analyzer sub-agent...

# Sub-agent starts working
📊 Fetching data for AAPL...
📈 Calculating technical indicators...
💰 Analyzing financial health...
📰 Evaluating news sentiment...
🤖 Generating AI recommendation...

AI Trade Score: 75/100 (BUY)
Entry: $176.50 | Target: $185.00 | Stop: $172.00
Report saved: output/AAPL_analysis.html

Option B: Automatic Invocation (AI Decides)

> I need a detailed analysis of Tesla stock

# Claude Code automatically recognizes this needs stock-analyzer
🤖 Delegating to stock-analyzer sub-agent...

# Sub-agent executes automatically
📊 Analyzing TSLA...
...

💡 Pro Tip: The phrase “Use PROACTIVELY” in your description helps Claude Code automatically detect when to use your sub-agent. The more specific and action-oriented your description, the better the automatic detection works!

Step 3: Using with Different Stocks

> Use stock-analyzer to analyze MSFT, GOOGL, and NVDA

The sub-agent will process each stock sequentially and generate individual reports.


🎓 Best Practices

Writing Effective System Prompts

  1. Be specific and detailed - The more context you provide, the better the results
  2. Use structured sections - Break down responsibilities into clear categories
  3. Include examples - Show expected inputs and outputs when possible
  4. Define success criteria - Specify what a successful completion looks like
  5. Set boundaries - Clarify what the agent should NOT do

Tool Selection

  • Bash - For running commands, scripts, and external tools
  • Read - For reading files (use when agent doesn’t need to modify)
  • Write - For creating or modifying files
  • MCP tools - For specialized integrations (database, APIs, etc.)

⚠️ Security Note: Only grant the minimum tools required. A code reviewer doesn’t need Write access!

Model Selection

  • sonnet - Best balance of speed and capability (recommended for most tasks)
  • opus - Maximum capability for complex reasoning
  • haiku - Fast and efficient for simple, repetitive tasks
  • inherit - Uses the same model as the main conversation

🔧 Troubleshooting

Sub-agent Not Appearing in /agents

  • Verify file location and naming
  • Check YAML frontmatter syntax (must have --- delimiters)
  • Restart Claude Code
  • Ensure file has .md extension

Sub-agent Not Being Invoked Automatically

  • Add “Use PROACTIVELY” to description
  • Make description more specific and action-oriented
  • Try explicit invocation first to verify it works

Sub-agent Errors During Execution

  • Check tool permissions match requirements
  • Verify system prompt is clear and unambiguous
  • Test with simpler inputs first
  • Review error messages for specific issues

📚 Additional Resources


Ready to create your own sub-agents? Start with a simple use case, iterate on the system prompt, and build your library of AI specialists!