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You cannot use class features while polymorphed

How companions work differs, depending on the kind of companion. A steel defender, animal companion or homunculus spell all have different rules text that you would need to examine in each case. For example, the homunculus just uses the statistics block given in the monster manual, there is no calculation based on your own statistics.

For those companions which are calculated based on your own statistics, and that are directly class features, those have an issue. The issue is that class features themselves are game statistics, and Polymorph says:

The target's game statistics, including mental ability scores, are replaced by the statistics of the chosen beast. It retains its alignment and personality.

As class and class features are a game statistic that get replaced, and you cannot use class features while polymorphed. The Artificer's steel defender is a class feature, as is the Ranger's companion. Right under Steel Defender, for example it says

3rd-level Battle Smith feature

So, you cannot use these companions while polymorphed, because they are class features. There is no need to calulate an attack bonus. How the DM handles that is up to them -- either the companions vanish while you are polymorphed (they are an extension of yourself, and become part of the effect)1, or they become inert, or they only defend themselves -- it is up to the DM.


1 @Kirt's answer explains in detail why this option is unlikely to be intended by the rules; while created by a class feature, these companions still are separate creatures.

You cannot use class features while polymorphed

How companions work differs, depending on the kind of companion. A steel defender, animal companion or homunculus spell all have different rules text that you would need to examine in each case. For example, the homunculus just uses the statistics block given in the monster manual, there is no calculation based on your own statistics.

For those companions which are calculated based on your own statistics, and that are directly class features, those have an issue. The issue is that class features themselves are game statistics, and Polymorph says:

The target's game statistics, including mental ability scores, are replaced by the statistics of the chosen beast. It retains its alignment and personality.

As class and class features are a game statistic that get replaced, and you cannot use class features while polymorphed. The Artificer's steel defender is a class feature, as is the Ranger's companion. Right under Steel Defender, for example it says

3rd-level Battle Smith feature

So, you cannot use these companions while polymorphed, because they are class features. There is no need to calulate an attack bonus. How the DM handles that is up to them -- either the companions vanish while you are polymorphed (they are an extension of yourself, and become part of the effect), or they become inert, or they only defend themselves -- it is up to the DM.

You cannot use class features while polymorphed

How companions work differs, depending on the kind of companion. A steel defender, animal companion or homunculus spell all have different rules text that you would need to examine in each case. For example, the homunculus just uses the statistics block given in the monster manual, there is no calculation based on your own statistics.

For those companions which are calculated based on your own statistics, and that are directly class features, those have an issue. The issue is that class features themselves are game statistics, and Polymorph says:

The target's game statistics, including mental ability scores, are replaced by the statistics of the chosen beast. It retains its alignment and personality.

As class and class features are a game statistic that get replaced, and you cannot use class features while polymorphed. The Artificer's steel defender is a class feature, as is the Ranger's companion. Right under Steel Defender, for example it says

3rd-level Battle Smith feature

So, you cannot use these companions while polymorphed, because they are class features. There is no need to calulate an attack bonus. How the DM handles that is up to them -- either the companions vanish while you are polymorphed1, or they become inert, or they only defend themselves -- it is up to the DM.


1 @Kirt's answer explains in detail why this option is unlikely to be intended by the rules; while created by a class feature, these companions still are separate creatures.

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You cannot use class features while polymorphed

How companions work differs, depending on the kind of companion. A steel defender, animal companion or homunculus spell all have different rules text that you would need to examine in each case. For example, the homunculus just uses the statistics block given in the monster manual, there is no calculation based on your own statistics.

For those companions which are calculated based on your own statistics, and that are directly class features, those have an issue. The issue is that class features themselves are game statistics, and Polymorph says:

The target's game statistics, including mental ability scores, are replaced by the statistics of the chosen beast. It retains its alignment and personality.

ClassAs class and class features are a game statistic that get replaced, and you cannot use class features while polymorphed. The Artificer's steel defender is a class feature, as is the Ranger's companion. Right under Steel Defender, for example it says

3rd-level Battle Smith feature

So, you cannot use these companions while polymorphed, because they are class features. There is no need to calulate an attack bonus. How the DM handles that is again up to them -- either theythe companions vanish while you are polymorphed (they are an extension of yourself, and become part of the effect), or they become inert, or they only defend themselves -- it is up to the DM.

You cannot use class features while polymorphed

How companions work differs, depending on the kind of companion. A steel defender, animal companion or homunculus spell all have different rules text that you would need to examine in each case. For example, the homunculus just uses the statistics block given in the monster manual, there is no calculation based on your own statistics.

For those companions which are calculated based on your own statistics, Polymorph says:

The target's game statistics, including mental ability scores, are replaced by the statistics of the chosen beast. It retains its alignment and personality.

Class and class features are a game statistic that get replaced, and you cannot use class features while polymorphed. The Artificer's steel defender is a class feature, as is the Ranger's companion. Right under Steel Defender, for example it says

3rd-level Battle Smith feature

So, you cannot use these companions while polymorphed, because they are class features. There is no need to calulate an attack bonus. How the DM handles that is again up to them -- either they vanish while you are polymorphed (they are an extension of yourself, and become part of the effect), or they become inert, or they only defend themselves -- it is up to the DM.

You cannot use class features while polymorphed

How companions work differs, depending on the kind of companion. A steel defender, animal companion or homunculus spell all have different rules text that you would need to examine in each case. For example, the homunculus just uses the statistics block given in the monster manual, there is no calculation based on your own statistics.

For those companions which are calculated based on your own statistics, and that are directly class features, those have an issue. The issue is that class features themselves are game statistics, and Polymorph says:

The target's game statistics, including mental ability scores, are replaced by the statistics of the chosen beast. It retains its alignment and personality.

As class and class features are a game statistic that get replaced, and you cannot use class features while polymorphed. The Artificer's steel defender is a class feature, as is the Ranger's companion. Right under Steel Defender, for example it says

3rd-level Battle Smith feature

So, you cannot use these companions while polymorphed, because they are class features. There is no need to calulate an attack bonus. How the DM handles that is up to them -- either the companions vanish while you are polymorphed (they are an extension of yourself, and become part of the effect), or they become inert, or they only defend themselves -- it is up to the DM.

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This is up to the DMYou cannot use class features while polymorphed

For those companions which are calculated based on your own statistics, there is no explicit guidance in the rules how to calculate the attack bonus if your statistics change later on. In such cases the DM needs to make a ruling. Xanathar's Guide to Everything, p. 4:

The DM is key. Many unexpected events can occur in a D&D campaign, and no set of rules could reasonably account for every contingency. If the rules tried to do so, the game would become a s log. An alternative would be for the rules to severely limit what characters can do, which would be contrary to the open-endedness of D&D. Here's the path the game takes: it lays a foundation of rules that a DM can build on, and it embraces the DM's role as the bridge between the things the rules address and the things they don't.

Below are two possible ways for how to do it. If you keep the creatures around, leaving the bonuses unchanged is a much better solution for practical play.

Polymorph says:

Class and class features are a game statistic that get replaced, soand you cannot use class features while polymorphed. The Artificer's steel defender is a class feature, as is the Ranger's companion. Right under Steel Defender, for example it says

Companions as class features

So a literal reading of the rules would be that they would vanish as your statistics get replaced and you are polymorphed into a beast. Maybe, the way to think about it is these companion are really an extension of you, the character, and they get cannot use these companions while polymorphed into the beast, along with youbecause they are class features. This has the side effect that thereThere is no need to worry about what thecalulate an attack bonus would be: there is no companion that could attack.

Companions as their own entities

Let's assume How the DM feels that this is not how it should play;handles that the feature is the abilityagain up to create the companion, and once the companion is there, it sticks around. It seems more natural, also because you might not even think of these creatures as class features when polymorph happens, and thenthem -- either they stick aroundvanish while the character themselves isyou are polymorphed.

In this case, how this is handled, is up to the DM. I would strongly recommend to keep the bonuses as they (they are, if only for practical reasons: you otherwise have to recalculate everything for the new form an extension of choiceyourself, and that will slow down play to a grinding halt, apart from being a boring exercise. There is little play value in doing that.

There is some abmiguity regarding the effecsbecome part of class feature use being overwritten, because for example, the Transmutation Wizard has the Shapechanger class feature that says:

You can cast polymorph without expending a spell slot. When you do so, you can target only yourself and transform into a beast whose challenge rating is 1 or lower.

This would not work if the class feature goes away when they are polymorphed, the polymorph would then end.

Likewise, while spellcasting is a class feature, it is not clear if the creatures summoned would count as a class feature, too. Most likely noteffect), because while spells are magicalor they become inert, or they only defend themselves attacks by such creatures are not magical either.

And there even-- it is a Sage Advice Companion Q/A:

Can you concentrate on a spell while transformed by polymorph? You can’t cast spells while you’re transformed by polymorph, but nothing in the spell prevents you from concentrating on a sell that you previously cast before being transformed.

Which also clearly says that the spell once cast (i.e. the result of usingup to the spellcasting feature) is not overwritten or replaced by polymorphDM.

This is up to the DM

For those companions which are calculated based on your own statistics, there is no explicit guidance in the rules how to calculate the attack bonus if your statistics change later on. In such cases the DM needs to make a ruling. Xanathar's Guide to Everything, p. 4:

The DM is key. Many unexpected events can occur in a D&D campaign, and no set of rules could reasonably account for every contingency. If the rules tried to do so, the game would become a s log. An alternative would be for the rules to severely limit what characters can do, which would be contrary to the open-endedness of D&D. Here's the path the game takes: it lays a foundation of rules that a DM can build on, and it embraces the DM's role as the bridge between the things the rules address and the things they don't.

Below are two possible ways for how to do it. If you keep the creatures around, leaving the bonuses unchanged is a much better solution for practical play.

Polymorph says:

Class and class features are a game statistic that get replaced, so you cannot use class features while polymorphed. The Artificer's steel defender is a class feature, as is the Ranger's companion. Right under Steel Defender, for example it says

Companions as class features

So a literal reading of the rules would be that they would vanish as your statistics get replaced and you are polymorphed into a beast. Maybe, the way to think about it is these companion are really an extension of you, the character, and they get polymorphed into the beast, along with you. This has the side effect that there is no need to worry about what the attack bonus would be: there is no companion that could attack.

Companions as their own entities

Let's assume the DM feels that this is not how it should play; that the feature is the ability to create the companion, and once the companion is there, it sticks around. It seems more natural, also because you might not even think of these creatures as class features when polymorph happens, and then they stick around while the character themselves is polymorphed.

In this case, how this is handled, is up to the DM. I would strongly recommend to keep the bonuses as they are, if only for practical reasons: you otherwise have to recalculate everything for the new form of choice, and that will slow down play to a grinding halt, apart from being a boring exercise. There is little play value in doing that.

There is some abmiguity regarding the effecs of class feature use being overwritten, because for example, the Transmutation Wizard has the Shapechanger class feature that says:

You can cast polymorph without expending a spell slot. When you do so, you can target only yourself and transform into a beast whose challenge rating is 1 or lower.

This would not work if the class feature goes away when they are polymorphed, the polymorph would then end.

Likewise, while spellcasting is a class feature, it is not clear if the creatures summoned would count as a class feature, too. Most likely not, because while spells are magical, attacks by such creatures are not magical either.

And there even is a Sage Advice Companion Q/A:

Can you concentrate on a spell while transformed by polymorph? You can’t cast spells while you’re transformed by polymorph, but nothing in the spell prevents you from concentrating on a sell that you previously cast before being transformed.

Which also clearly says that the spell once cast (i.e. the result of using the spellcasting feature) is not overwritten or replaced by polymorph.

You cannot use class features while polymorphed

For those companions which are calculated based on your own statistics, Polymorph says:

Class and class features are a game statistic that get replaced, and you cannot use class features while polymorphed. The Artificer's steel defender is a class feature, as is the Ranger's companion. Right under Steel Defender, for example it says

So, you cannot use these companions while polymorphed, because they are class features. There is no need to calulate an attack bonus. How the DM handles that is again up to them -- either they vanish while you are polymorphed (they are an extension of yourself, and become part of the effect), or they become inert, or they only defend themselves -- it is up to the DM.

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