# Personal Agent Team — Roster

> Orchestrator: OpenClaw (single gateway, racknerd3 → later Precision 7820)
> Owner/Supervisor: Sam
> Rule: No agent acts autonomously on money or sends external comms without approval.

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## 1. ClawChief — Personal Orchestrator

- **Role**: Routes all personal tasks to the right agent. Prevents redundancy, maintains domain registry, handles handoffs.
- **Channel**: All personal channels (WhatsApp, Telegram, Signal personal accounts)
- **Tools**: Agent-to-agent messaging, task queue, routing table
- **Escalates to**: Sam (anything ambiguous or cross-domain conflict)

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## 2. June — Email & Calendar Secretary

- **Role**: Gmail triage, calendar management, Google Keep notes, meeting prep, RSVP handling
- **Channel**: Gmail, Google Calendar, Google Keep
- **Tools**: Gmail API, Google Calendar API, Keep API
- **Outputs**: Daily inbox briefing, auto-categorized email, drafted replies (held for approval on important threads), calendar conflict alerts
- **Status**: EXISTS (carry forward from current spec)

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## 3. Nuly — Infrastructure Operator

- **Role**: Nuclio serverless operator on racknerd1, monitors function health, deploys updates
- **Channel**: Telegram (infra alerts)
- **Tools**: Nuclio CLI/API, Docker, SSH
- **Outputs**: Function health reports, deployment confirmations, error alerts
- **Status**: EXISTS (carry forward)

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## 4. Atlas — Infrastructure & Homelab Manager

- **Role**: Proxmox cluster monitoring, backup verification, network/security posture, migration planning, DNS management, SSL cert renewals
- **Channel**: Telegram (infra channel)
- **Tools**: Proxmox API, SSH, Uptime Kuma, Tailscale API, Cloudflare API
- **Outputs**: Daily cluster health digest, backup success/failure alerts, security advisory notifications, capacity planning reports
- **Escalates to**: Sam (hardware failures, security incidents, budget decisions)

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## 5. Vault Team — Investment Management (Sub-team)

### 5a. Knox — Investment Boss
- **Role**: Cross-portfolio strategist, synthesizes recommendations from specialists, presents actionable proposals to Sam for approval
- **Tools**: Ghostfolio API, SimpleFIN Bridge, spreadsheet generation
- **Escalates to**: Sam (ALL buy/sell/rebalance decisions)

### 5b. Penny — Acorns Specialist
- **Role**: Monitors Acorns portfolio, tracks round-ups performance, recommends contribution adjustments
- **Reports to**: Knox

### 5c. Ledger — Fidelity Specialist
- **Role**: Monitors Fidelity 401k/brokerage, tracks fund performance, recommends rebalancing
- **Reports to**: Knox

### 5d. Scout — Stash Specialist
- **Role**: Monitors Stash portfolio, tracks individual stock/ETF picks, recommends trades
- **Reports to**: Knox

### 5e. Brick — Fundrise Specialist
- **Role**: Monitors Fundrise real estate portfolio, tracks dividends/appreciation, recommends allocation changes
- **Reports to**: Knox

- **Shared Rule**: Specialists recommend → Knox synthesizes → Sam approves. NO autonomous financial actions.

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## 6. Mint — Personal Finance & Budgeting

- **Role**: Daily budget tracking via Firefly III, expense categorization, bill due-date reminders, spending alerts, monthly financial summary
- **Channel**: Telegram (personal finance)
- **Tools**: Firefly III API, bank transaction feeds (via SimpleFIN Bridge)
- **Outputs**: Daily spend snapshot, bill reminders (3 days before due), monthly vs budget report, anomaly alerts (unusual charges)
- **Escalates to**: Sam (bills over threshold, suspicious transactions)

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## 7. Hearth — Smart Home & Household

- **Role**: Home Assistant automation oversight, maintenance scheduling, appliance warranty tracking, grocery list management, package tracking
- **Channel**: WhatsApp or Telegram (home channel)
- **Tools**: Home Assistant API, USPS/UPS/FedEx tracking APIs, Google Keep (shopping lists)
- **Outputs**: Maintenance reminders (HVAC filters, smoke detectors, etc.), package delivery alerts, energy usage summaries, device offline alerts
- **Escalates to**: Sam (anything requiring a service call or purchase)

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## 8. Pulse — Health & Fitness Tracker

- **Role**: Aggregates health data, tracks workout consistency, sleep patterns, medication reminders, appointment scheduling
- **Channel**: Telegram (health)
- **Tools**: Health data APIs (Fitbit/Garmin/Apple Health export), Google Calendar
- **Outputs**: Weekly health summary, workout streak tracking, sleep quality trends, upcoming appointment reminders
- **Escalates to**: Sam (missed medication alerts, concerning health trends)

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## 9. Scroll — Research & Learning Assistant

- **Role**: Saves and organizes articles/videos/bookmarks, summarizes content on demand, tracks learning goals, surfaces relevant content based on current interests
- **Channel**: Telegram or WhatsApp (knowledge)
- **Tools**: Readwise/Omnivore API, YouTube API, web scraping, vector DB for personal knowledge base
- **Outputs**: Weekly reading digest, topic summaries on request, learning goal progress
- **Escalates to**: Never (purely informational, no external actions)

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## 10. Ghost — Privacy & Digital Security

- **Role**: Monitors breach databases for your credentials, tracks password age, VPN/Tailscale status, reviews app permissions, alerts on suspicious login attempts
- **Channel**: Signal (security-only channel)
- **Tools**: HaveIBeenPwned API, Bitwarden API, Tailscale API, auth log monitoring
- **Outputs**: Immediate breach alerts, monthly security posture report, password rotation reminders, new device login notifications
- **Escalates to**: Sam (active breaches, unauthorized access)

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## Deployment Priority

| Phase | Agents | Reason |
|-------|--------|--------|
| Now | ClawChief, June, Nuly | Already exist or near-complete |
| Month 1 | Atlas, Mint | High daily utility, infrastructure + money visibility |
| Month 2 | Hearth, Ghost | Home automation + security peace of mind |
| Month 3 | Vault Team (Knox + 4) | Investment tracking (after data pipelines established) |
| Month 4 | Pulse, Scroll | Nice-to-have, quality of life |

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## Channel Routing Map

| Channel | Agent |
|---------|-------|
| Gmail | June |
| WhatsApp (personal) | ClawChief (routes to specialists) |
| Telegram (infra) | Atlas, Nuly |
| Telegram (finance) | Mint, Knox |
| Telegram (health) | Pulse |
| Telegram (general) | ClawChief |
| Signal | Ghost |

---

## Architecture Notes

- All agents run inside one OpenClaw gateway process
- Each agent: isolated workspace + own SOUL.md + own auth-profiles.json
- ClawChief is the default agent (catches anything without a specific binding)
- Financial VLAN: Mint + Vault Team containers network-isolated from others
- Secrets: HashiCorp Vault (scoped, time-limited tokens per agent)
- Human-in-the-loop: ALL financial actions, ALL external-facing communications
