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Plan Mode is a structured workflow for handling complex tasks. Instead of immediately executing actions, the agent first creates a plan, gets your approval, then executes.

Why Use Plan Mode?

Without planning, agents often:
  • Execute prematurely before fully understanding your requirements
  • Make unnecessary API calls that could have been avoided
  • Lack transparency about their intended actions
Plan Mode gives you control and visibility before any changes happen.

How It Works

The workflow follows five steps:
Enter Plan Mode → Clarify Requirements → Design Plan → Your Review → Execute
  1. Enter Plan Mode: Press Shift+Tab or type /plan start
  2. Clarify Requirements: The agent asks questions to understand your needs
  3. Design Plan: The agent describes what it will do without executing
  4. Your Review: Approve, refine, or cancel the plan
  5. Execute: After approval, the agent carries out the plan

Entering Plan Mode

You can enter Plan Mode in two ways:
MethodAction
KeyboardPress Shift+Tab
CommandType /plan start
The header shows a PLAN indicator when Plan Mode is active.

What Happens During Planning

While planning, the agent can:

Allowed

  • Read local files
  • Search your codebase
  • Read Craft documents
  • Search Craft content
  • Ask you clarifying questions
  • Look up web information (sparingly)

Blocked

  • Make API calls
  • Run shell commands
  • Write or edit files
  • Modify Craft documents
  • Create or update tasks
  • Execute any destructive actions
This ensures the agent understands your requirements fully before making any changes.

Reviewing the Plan

When the agent finishes planning, you’ll see a review screen with three options:
OptionWhat Happens
ApproveAccept the plan and start execution
RefineProvide feedback to improve the plan
CancelExit Plan Mode without executing

Plan Commands

CommandDescription
/plan startEnter Plan Mode
/plan plansView, load, or delete saved plans
/plan viewView current plan details
/plan approveApprove and execute current plan
/plan cancelExit Plan Mode without executing

Managing Saved Plans

Access saved plans with /plan plans. The plan selector supports:
KeyAction
Navigate plan list
EnterLoad selected plan
SpaceToggle selection for deletion
DDelete selected plans (with confirmation)
EscClear selections or close

When to Use Plan Mode

Plan Mode is especially useful for:
Reorganizing content across multiple documents, creating complex structures, or batch updates.
When the agent needs to call APIs or interact with connected services, Plan Mode lets you review the approach first.
Before deleting content or making irreversible changes, see the full plan and approve each step.
Multi-stage tasks where the sequence matters and you want to verify the approach.

Example Session

> [Press Shift+Tab to enter Plan Mode]
Plan Mode enabled.

> Reorganize my project notes - move completed items to an archive document and create a summary

I'll help you reorganize your project notes. Let me ask a few questions first:

1. Which project notes document should I work with?
2. Should I create a new archive document or use an existing one?
3. What should the summary include - just task titles or full details?

[You answer the questions]

Here's my plan:
1. Read "Project Notes" to identify completed items
2. Create "Project Archive" document
3. Move 12 completed items to the archive
4. Update "Project Notes" to remove archived items
5. Add a "Summary" section with completion statistics

Ready to execute?

> /plan approve
Executing plan...
[Agent executes each step with full tool access]

Plan Mode Improvements

Safer Toggling

Plan Mode won’t accidentally toggle while the agent is actively working on a task. The Shift+Tab shortcut is smart enough to detect when execution is in progress and prevents interruptions.

Cleaner Exit

Cancel Plan Mode cleanly with Shift+Tab or /plan cancel. The exit flow no longer shows unnecessary prompts - it exits immediately and cleanly. When you press Shift+Tab while in Plan Mode:
  • If a plan is being designed: Exits Plan Mode immediately
  • If a plan is under review: Cancels the current plan
  • If execution has started: Toggle is disabled to prevent interruption

Tips

  • Use for unfamiliar tasks: When you’re not sure what the agent will do, Plan Mode shows you the approach first
  • Iterate on plans: Use “Refine” to adjust the plan rather than canceling and starting over
  • Save complex plans: Plans can be saved and reloaded for recurring workflows
  • Quick toggle: Shift+Tab is the fastest way to toggle Plan Mode on and off
  • Clean exit: Press Shift+Tab again to exit Plan Mode without extra prompts