sns-network-solutions/ai-core/knowledge/PERSONAL-AGENTS.md
Samuel James 55a80ce6e3 Move ai-core team into repo; relocate sns.md to ai-core/knowledge
- Add ai-core/ — Chief, Scout, Scribe OpenClaw agents + shared knowledge base
- Consolidate research/reference docs and the sns.md brand foundation under
  ai-core/knowledge/
- Repoint every sns.md reference (business branding, divisions, root README) to
  ai-core/knowledge/sns.md
- Update root + ai-core READMEs to reflect the new structure
2026-07-17 15:33:58 -05:00

6.7 KiB

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