# 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. --- ## 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) --- ## 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) --- ## 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) --- ## 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) --- ## 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. --- ## 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) --- ## 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) --- ## 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) --- ## 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) --- ## 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) --- ## 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 | --- ## 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