Do Agent Rules Shape or Distort? Guardrails Beat Guidance in Coding Agents

Developers increasingly guide AI coding agents through natural language instruction files (e.g., CLAUDE.md, .cursorrules), yet no controlled study has measured whether these rules actually improve agent performance or which properties make a rule beneficial. We scrape 679 such files (25,532 rules) from GitHub and conduct the first large-scale empirical evaluation, running over 5,000 agent runs with a state-of-the-art coding agent on SWE-bench Verified. Rules improve performance by 7--14 percentage points, but random rules help as much as expert-curated ones -- suggesting rules work through context priming rather than specific instruction. Negative constraints ("do not refactor unrelated code") are the only individually beneficial rule type, while positive directives ("follow code style") actively hurt -- a pattern we analyze through the lens of potential-based reward shaping (PBRS). Moreover, individual rules are mostly harmful in isolation yet collectively helpful, with no degradation up to 50 rules. These findings expose a hidden reliability risk -- well-intentioned rules routinely degrade agent performance -- and provide a clear principle for safe agent configuration: constrain what agents must not do, rather than prescribing what they should.