Draw the boundary
- Name the trigger and desired product outcome.
- State which system owns each important field.
- Choose the smallest API operation that can serve the job.
Build · Core skill lab
Trace one integration from user job through request, response, failure, and recovery before committing product scope.
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Field tools
Copy these into your interview, agent, review, or working document. They are specific to this repetition.
Complete this before estimating the feature.
USER JOB / TRIGGER / PRODUCT OUTCOME SOURCE OF TRUTH BY FIELD METHOD + VERSIONED ENDPOINT REQUEST: path / query / body / idempotency RESPONSE: consumed fields / nullability / pagination AUTH: credential / minimum scopes / tenant binding / rotation DATA: allow-list / retention / logs / provenance / disconnect FAILURE: status → retry/fallback/user state LIMITS: rate / latency / availability OBSERVABILITY: request ID / correlation / safe metrics
Protect credentials and make the result reproducible.
Use provider sandbox or non-production tenant. Create a minimum-scope credential. Keep secrets in environment/server storage. Use synthetic or approved data. Capture method, URL without secret query values, status, request ID, Retry-After, elapsed time, and parsed shape. Redact token, cookies, personal data, and confidential payloads before saving evidence. Revoke temporary credentials after the test.
Calibrate judgment
A CRM read integration supports an automated client handoff.
Use a minimum-scope deal read and keep the CRM as commercial source of truth. Association data can lag, so poll twice, preserve the draft, and offer manual account selection. On 429 honour Retry-After; after 8 seconds move to background rather than holding the user.
Why it works: Endpoint behaviour, authority, provider limits, degraded UX, and ownership all change the product design.
Connect to the CRM API, fetch customer data, handle errors, and make it secure. Engineering can choose the endpoints and scopes.
Why it fails: The user job, data ownership, contract, authority, failure recovery, operating limits, and acceptance evidence are missing.
Review → revise → repeat
Check only standards your current artifact actually meets. Then record one consequential revision before exporting it.