Deep Researcher v2.0

Deep Researcher v2.0

Comprehensive research methodology with file-based tracking, parallel execution, and context management for investigations requiring 5+ sources.

CRITICAL: All medical evidence and citations must come from PubMed MCP. No exceptions.

---

Research Modes

Quick Research (1-4 sources): Work in-context, no file structure needed.

Deep Research (5+ sources): Use file-based tracking below.

---

Research Sources (STRICT POLICY)

ALLOWED for Medical Citations

NOT ALLOWED for Medical Citations

PubMed Quality Filters

Prefer (Tier 1):

• Randomized Controlled Trials (RCTs)
• Meta-analyses and Systematic Reviews
• Guidelines from ACC/​ESC/​ADA/​AHA

Accept (Tier 2):

• Large observational studies from Q1 journals
• Cohort studies with >1000 patients
• Registry data from established registries

Use Cautiously (Tier 3):

• Case series (only if no better evidence)
• Expert consensus statements
• Narrative reviews (as background, not primary evidence)

Reject:

• Case reports (except for rare conditions)
• Letters to editor
• Preprints without peer review
• Animal studies (unless specifically about mechanisms)

---

Deep Research Workflow

Progress Tracking

Create this checklist and update after each step:

Deep Research Progress:
- [ ] Step 1: Initialize research project
- [ ] Step 2: Define scope and plan
- [ ] Step 3: Execute research threads (parallel when possible)
- [ ] Step 4: Validate and cross-reference
- [ ] Step 5: Synthesize from files
- [ ] Step 6: Generate final report

---

Step 1: Initialize Research Project

For research requiring 5+ sources, create a project structure:

mkdir -p ~/​research_{topic}/​sources
mkdir -p ~/​research_{topic}/​threads

Project Structure:

~/​research_{topic}/
├── plan.md              # Research questions, scope, thread assignments
├── progress.md          # Living checklist, updated throughout
├── sources/
│   └── pubmed.md        # PubMed search results and abstracts
├── threads/
│   ├── thread_1.md      # Independent research thread
│   ├── thread_2.md      # Another thread
│   └── ...
├── validation.md        # Cross-reference and credibility check
├── synthesis.md         # Cross-thread analysis
└── report.md            # Final deliverable

Why file-based? Context windows fill up. Writing findings to files lets you:

• Continue researching without context pressure
• Synthesize from persistent storage, not memory
• Produce larger, more comprehensive reports
• Resume if interrupted

---

Step 2: Define Scope and Research Plan

Write plan.md with:

# Research Plan: {Topic}

## Primary Question
[The main thing we're trying to answer]

## Scope
- Include: [what's in scope]
- Exclude: [what's explicitly out]
- Depth: [overview | detailed | exhaustive]
- Deliverable: [report type and length]

## Research Threads

### Thread 1: {Subtopic A}
- Questions to answer: ...
- PubMed search strategy: [MeSH terms, filters]
- Expected study types: RCTs, meta-analyses, etc.
- Can run parallel? Yes/​No

### Thread 2: {Subtopic B}
- Questions to answer: ...
- PubMed search strategy: ...
- Can run parallel? Yes/​No

[Continue for 2-5 threads]

## Thread Dependencies
- Thread 3 depends on Thread 1 findings
- Threads 1, 2, 4 can run in parallel

## Synthesis Strategy
How will threads combine into final answer?

Planning Guidelines:

---

Step 3: Execute Research Threads

PubMed Search Strategy

For each thread, use structured PubMed queries:

# Example search for SGLT2 CV outcomes
pubmed_search_articles(
    queryTerm="SGLT2 inhibitor cardiovascular outcomes randomized controlled trial",
    maxResults=20,
    sortBy="relevance"
)

# Then fetch full details for top results
pubmed_fetch_contents(pmids=["PMID1", "PMID2", ...])

# Find related articles for key papers
pubmed_article_connections(
    sourcePmid="key_paper_pmid",
    relationshipType="pubmed_similar_articles"
)

Parallel Execution Pattern

For independent threads, execute PubMed searches in parallel (multiple tool calls in one turn), then write each to its thread file.

Example: Comparing SGLT2 Inhibitors

Thread 1: Empagliflozin → pubmed_search "empagliflozin cardiovascular RCT" → threads/​empagliflozin.md
Thread 2: Dapagliflozin → pubmed_search "dapagliflozin cardiovascular RCT" → threads/​dapagliflozin.md
Thread 3: Canagliflozin → pubmed_search "canagliflozin cardiovascular RCT" → threads/​canagliflozin.md

Execute all three searches, then write findings to respective files.

Sequential Execution Pattern

For dependent threads, complete each fully before starting the next.

Thread File Format

Each threads/​thread_N.md should contain:

# Thread: {Subtopic}

## PubMed Searches Executed
1. Query: [exact query] → [N results] → Top PMIDs: [list]
2. Query: [exact query] → [N results] → Top PMIDs: [list]

## Key Findings

### Finding 1: [Title]
- PMID: [number]
- Citation: [Authors, Journal, Year]
- Study type: RCT / Meta-analysis / Cohort / etc.
- Population: [N patients, characteristics]
- Key result: [HR/​OR with 95% CI, p-value]
- Quality: High / Medium / Low [+ brief justification]

### Finding 2: [Title]
- PMID: [number]
...

## Contradictions Found
- PMID X says [claim], PMID Y says [different claim]
- Potential explanation: [patient population, endpoints, timing, etc.]

## Gaps Identified
- No RCT data on [specific question]
- Limited evidence in [patient subgroup]

## Thread Summary
[2-3 sentence synthesis of this thread's findings with key PMIDs cited]

Context Offloading

After every 5-7 tool calls:

1. Write current findings to appropriate file
2. Update progress.md with status
3. Continue with fresh context

Trigger for offload:

• Context feeling "full" (responses slowing, losing track)
• Switching between threads
• Before any synthesis step

---

Step 4: Validate and Cross-Reference

Read all thread files, then create validation.md:

# Validation Report

## Facts Requiring Cross-Reference
| Claim | Thread Source | PMID | Verification Status | Confidence |
|-------|--------------|------|---------------------|------------|
| SGLT2i reduces HF hospitalization | Thread 1 | 12345678 | Confirmed by PMIDs 23456789, 34567890 | High |
| Benefit extends to HFpEF | Thread 2 | 45678901 | Conflicting: PMID 56789012 shows null | Investigate |

## Contradictions Analysis
### Contradiction 1: [Description]
- Position A: PMID [X], [study name], found [result]
- Position B: PMID [Y], [study name], found [result]
- Resolution: [Population difference / endpoint difference / timing / unresolved]

## Source Quality Assessment
| PMID | Study | Type | N | Quality | Notes |
|------|-------|------|---|---------|-------|
| 12345678 | EMPA-REG | RCT | 7,020 | High | Industry-funded but well-designed |
| 23456789 | Meta-analysis | MA | 45,000 | High | Published in Lancet |

## Validated Knowledge Base
[List of facts we're confident in, with PMIDs]

1. **SGLT2 inhibitors reduce CV death in T2DM with established CVD** (PMID: 12345678, 23456789)
2. **Benefit on HF hospitalization is consistent across the class** (PMID: 34567890, 45678901)
3. ...

---

Step 5: Synthesize from Files

Critical: Read from files, not memory.

# Read all thread files
cat ~/​research_{topic}/​threads/​*.md

# Read validation
cat ~/​research_{topic}/​validation.md

Write synthesis.md:

# Synthesis: {Topic}

## Cross-Thread Patterns
[What themes emerge across multiple threads?]

## Key Insights
1. [Insight that required combining multiple threads]
2. [Insight that wasn't obvious in any single thread]
3. ...

## The Answer
[Direct response to the primary research question, with PMID citations]

## Evidence Strength Assessment
- **Strong evidence (multiple RCTs):** [claims]
- **Moderate evidence (single RCT or consistent observational):** [claims]
- **Limited evidence (observational only):** [claims]
- **Expert opinion / guideline extrapolation:** [claims]

## Remaining Gaps
[What we still don't know and would need to investigate further]

---

Step 6: Generate Final Report

Write report.md using the synthesis:

# {Title}

## Executive Summary
[3-5 sentences: question, key finding, main conclusion with strongest PMID]

## Research Question and Scope
[From plan.md]

## Methodology
- Database: PubMed via NCBI MCP
- Search date: [date]
- Total articles screened: [N]
- Articles included: [N]
- Study types: [breakdown]

## Findings

### {Theme 1}
[Narrative synthesis with inline PMID citations]

### {Theme 2}
...

## Analysis
[Patterns, implications, connections]

## Conclusions
1. [Primary conclusion with evidence level]
2. [Secondary conclusions]

## Clinical Implications
[If applicable: what this means for practice]

## Limitations
- [Search limitations]
- [Evidence gaps]
- [Potential biases]

## References
[Full reference list with PMIDs and DOIs]

1. Author A, Author B, et al. Title. Journal. Year;Vol:Pages. PMID: XXXXXXXX. DOI: XX.XXXX/​XXXXX
2. ...

---

Parallel Research Patterns

Pattern A: Drug/​Entity Comparison

Use when: Comparing 2-5 similar entities (drugs, devices, techniques)

User: "Compare CV outcomes of GLP-1 agonists"
→ Thread per drug (semaglutide, tirzepatide, liraglutide)
→ All threads parallel (same PubMed structure)
→ Comparison matrix synthesis

Pattern B: Pro/​Con Analysis

Use when: Topic has debate or controversy

User: "Analyze the evidence on aggressive LDL lowering"
→ Thread 1: Evidence FOR aggressive targets (PubMed: LDL <55 outcomes)
→ Thread 2: Evidence AGAINST/​concerns (PubMed: LDL lowering adverse effects)
→ Thread 3: Current guidelines (fetch ACC/​ESC guideline URLs)
→ Threads 1-2 parallel, Thread 3 after

Pattern C: Evidence + Guidelines

Use when: Need both primary evidence and clinical guidance

User: "What's the evidence on TAVR durability?"
→ Thread 1: Trial data (PubMed: TAVR long-term outcomes RCT)
→ Thread 2: Registry data (PubMed: TAVR registry durability)
→ Thread 3: Guidelines (fetch ACC/​ESC valve guidelines)
→ All parallel

Pattern D: Historical Evolution

Use when: Understanding how evidence has evolved

User: "How has heart failure treatment evolved?"
→ Thread 1: Pre-neurohormonal era (PubMed: heart failure treatment 1980-1990)
→ Thread 2: ACE/​ARB/​BB era (PubMed: heart failure ACE inhibitor landmark)
→ Thread 3: Modern era ARNI/​SGLT2 (PubMed: heart failure SGLT2 ARNI)
→ Sequential (each builds context for next)

---

Quality Checkpoints

After Step 2 (Planning)

• Research question is specific and answerable
• PubMed search strategies are defined for each thread
• Threads are independent where marked parallel
• Expected study types are specified

After Step 3 (Execution)

• Each thread has 3+ credible PubMed sources
• Key claims have specific data (HR, CI, p-value)
• All citations have PMIDs
• Gaps and contradictions are documented
• Thread summaries are written

After Step 4 (Validation)

• Key facts cross-referenced across threads
• Contradictions analyzed with potential explanations
• Source quality assessed for each major citation
• Validated knowledge base compiled

After Step 5 (Synthesis)

• Cross-thread patterns identified
• Primary question directly answered
• Evidence strength honestly assessed
• Insights go beyond any single thread

Before Delivery

• Report structure matches user's requested format
• All claims have PMID citations
• Executive summary is truly executive (skimmable)
• Reference list is complete with DOIs

---

Common Research Pitfalls

---

Example: Full Research Session

User: "Research the current evidence on colchicine for cardiovascular prevention"

Step 1: Initialize

mkdir -p ~/​research_colchicine_cv/​sources
mkdir -p ~/​research_colchicine_cv/​threads

Step 2: Plan (write to plan.md)

• Primary question: What's the evidence for colchicine in CV prevention?
• Thread 1: Major RCTs (COLCOT, LoDoCo2, CLEAR SYNERGY)
  • PubMed: "colchicine cardiovascular randomized controlled trial"
• Thread 2: Mechanisms and anti-inflammatory hypothesis
  • PubMed: "colchicine inflammation atherosclerosis mechanism"
• Thread 3: Guidelines and clinical adoption
  • Fetch: ACC/​ESC guideline URLs for stable CAD
• Thread 4: Safety and practical considerations
  • PubMed: "colchicine adverse effects cardiovascular"
• Threads 1, 2, 4 parallel; Thread 3 after 1 completes

Step 3: Execute

# Parallel searches
pubmed_search_articles(queryTerm="colchicine cardiovascular randomized controlled trial", maxResults=15)
pubmed_search_articles(queryTerm="colchicine inflammation atherosclerosis mechanism", maxResults=10)
pubmed_search_articles(queryTerm="colchicine adverse effects cardiovascular", maxResults=10)

# Fetch top results
pubmed_fetch_contents(pmids=["31733140", "32865377", "37634428"])  # COLCOT, LoDoCo2, CLEAR

# Write to thread files

Step 4: Validate

• Read all thread files
• Cross-reference mortality data across trials
• Note: CLEAR SYNERGY neutral vs positive COLCOT/​LoDoCo2
• Analyze: Patient population differences (post-ACS vs chronic CAD)
• Write validation.md

Step 5: Synthesize

• Read from files
• Pattern: Inflammation hypothesis supported, but patient selection matters
• Insight: Post-ACS (COLCOT) benefit clear; chronic stable CAD (CLEAR) less certain
• Write synthesis.md

Step 6: Report

• Structured report with evidence summary
• Clear recommendation by patient type
• All PMIDs cited
• Complete reference list

---

Integration with Other Skills

This skill provides research foundation for:

• cardiology-editorial → Use research output for trial analysis
• cardiology-newsletter-writer → Research before writing
• youtube-script-master → Research for script evidence base
• x-post-creator-skill → Research before tweet generation

Workflow:

1. User requests content on topic
2. Run deep-researcher first (this skill)
3. Pass validated findings to writing skill
4. Writing skill cites PMIDs from research output

---

When NOT to Use This Skill

• Simple factual questions (use PubMed MCP directly)
• Trend discovery (use Perplexity, but don't cite)
• Non-medical topics (this skill is optimized for PubMed)
• Quick content needs (use writing skill directly with inline research)

Use this skill when you need:

• 5+ sources synthesized
• Complex multi-faceted questions
• Rigorous evidence assessment
• Comprehensive literature coverage