- 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
159 lines
6.7 KiB
Markdown
159 lines
6.7 KiB
Markdown
# Personal Agent Team — Roster
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> Orchestrator: OpenClaw (single gateway, racknerd3 → later Precision 7820)
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> Owner/Supervisor: Sam
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> Rule: No agent acts autonomously on money or sends external comms without approval.
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---
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## 1. ClawChief — Personal Orchestrator
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- **Role**: Routes all personal tasks to the right agent. Prevents redundancy, maintains domain registry, handles handoffs.
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- **Channel**: All personal channels (WhatsApp, Telegram, Signal personal accounts)
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- **Tools**: Agent-to-agent messaging, task queue, routing table
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- **Escalates to**: Sam (anything ambiguous or cross-domain conflict)
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---
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## 2. June — Email & Calendar Secretary
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- **Role**: Gmail triage, calendar management, Google Keep notes, meeting prep, RSVP handling
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- **Channel**: Gmail, Google Calendar, Google Keep
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- **Tools**: Gmail API, Google Calendar API, Keep API
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- **Outputs**: Daily inbox briefing, auto-categorized email, drafted replies (held for approval on important threads), calendar conflict alerts
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- **Status**: EXISTS (carry forward from current spec)
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---
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## 3. Nuly — Infrastructure Operator
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- **Role**: Nuclio serverless operator on racknerd1, monitors function health, deploys updates
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- **Channel**: Telegram (infra alerts)
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- **Tools**: Nuclio CLI/API, Docker, SSH
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- **Outputs**: Function health reports, deployment confirmations, error alerts
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- **Status**: EXISTS (carry forward)
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---
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## 4. Atlas — Infrastructure & Homelab Manager
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- **Role**: Proxmox cluster monitoring, backup verification, network/security posture, migration planning, DNS management, SSL cert renewals
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- **Channel**: Telegram (infra channel)
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- **Tools**: Proxmox API, SSH, Uptime Kuma, Tailscale API, Cloudflare API
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- **Outputs**: Daily cluster health digest, backup success/failure alerts, security advisory notifications, capacity planning reports
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- **Escalates to**: Sam (hardware failures, security incidents, budget decisions)
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---
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## 5. Vault Team — Investment Management (Sub-team)
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### 5a. Knox — Investment Boss
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- **Role**: Cross-portfolio strategist, synthesizes recommendations from specialists, presents actionable proposals to Sam for approval
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- **Tools**: Ghostfolio API, SimpleFIN Bridge, spreadsheet generation
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- **Escalates to**: Sam (ALL buy/sell/rebalance decisions)
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### 5b. Penny — Acorns Specialist
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- **Role**: Monitors Acorns portfolio, tracks round-ups performance, recommends contribution adjustments
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- **Reports to**: Knox
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### 5c. Ledger — Fidelity Specialist
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- **Role**: Monitors Fidelity 401k/brokerage, tracks fund performance, recommends rebalancing
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- **Reports to**: Knox
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### 5d. Scout — Stash Specialist
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- **Role**: Monitors Stash portfolio, tracks individual stock/ETF picks, recommends trades
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- **Reports to**: Knox
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### 5e. Brick — Fundrise Specialist
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- **Role**: Monitors Fundrise real estate portfolio, tracks dividends/appreciation, recommends allocation changes
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- **Reports to**: Knox
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- **Shared Rule**: Specialists recommend → Knox synthesizes → Sam approves. NO autonomous financial actions.
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---
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## 6. Mint — Personal Finance & Budgeting
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- **Role**: Daily budget tracking via Firefly III, expense categorization, bill due-date reminders, spending alerts, monthly financial summary
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- **Channel**: Telegram (personal finance)
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- **Tools**: Firefly III API, bank transaction feeds (via SimpleFIN Bridge)
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- **Outputs**: Daily spend snapshot, bill reminders (3 days before due), monthly vs budget report, anomaly alerts (unusual charges)
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- **Escalates to**: Sam (bills over threshold, suspicious transactions)
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---
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## 7. Hearth — Smart Home & Household
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- **Role**: Home Assistant automation oversight, maintenance scheduling, appliance warranty tracking, grocery list management, package tracking
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- **Channel**: WhatsApp or Telegram (home channel)
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- **Tools**: Home Assistant API, USPS/UPS/FedEx tracking APIs, Google Keep (shopping lists)
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- **Outputs**: Maintenance reminders (HVAC filters, smoke detectors, etc.), package delivery alerts, energy usage summaries, device offline alerts
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- **Escalates to**: Sam (anything requiring a service call or purchase)
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---
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## 8. Pulse — Health & Fitness Tracker
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- **Role**: Aggregates health data, tracks workout consistency, sleep patterns, medication reminders, appointment scheduling
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- **Channel**: Telegram (health)
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- **Tools**: Health data APIs (Fitbit/Garmin/Apple Health export), Google Calendar
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- **Outputs**: Weekly health summary, workout streak tracking, sleep quality trends, upcoming appointment reminders
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- **Escalates to**: Sam (missed medication alerts, concerning health trends)
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---
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## 9. Scroll — Research & Learning Assistant
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- **Role**: Saves and organizes articles/videos/bookmarks, summarizes content on demand, tracks learning goals, surfaces relevant content based on current interests
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- **Channel**: Telegram or WhatsApp (knowledge)
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- **Tools**: Readwise/Omnivore API, YouTube API, web scraping, vector DB for personal knowledge base
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- **Outputs**: Weekly reading digest, topic summaries on request, learning goal progress
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- **Escalates to**: Never (purely informational, no external actions)
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---
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## 10. Ghost — Privacy & Digital Security
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- **Role**: Monitors breach databases for your credentials, tracks password age, VPN/Tailscale status, reviews app permissions, alerts on suspicious login attempts
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- **Channel**: Signal (security-only channel)
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- **Tools**: HaveIBeenPwned API, Bitwarden API, Tailscale API, auth log monitoring
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- **Outputs**: Immediate breach alerts, monthly security posture report, password rotation reminders, new device login notifications
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- **Escalates to**: Sam (active breaches, unauthorized access)
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---
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## Deployment Priority
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| Phase | Agents | Reason |
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|-------|--------|--------|
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| Now | ClawChief, June, Nuly | Already exist or near-complete |
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| Month 1 | Atlas, Mint | High daily utility, infrastructure + money visibility |
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| Month 2 | Hearth, Ghost | Home automation + security peace of mind |
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| Month 3 | Vault Team (Knox + 4) | Investment tracking (after data pipelines established) |
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| Month 4 | Pulse, Scroll | Nice-to-have, quality of life |
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---
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## Channel Routing Map
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| Channel | Agent |
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|---------|-------|
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| Gmail | June |
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| WhatsApp (personal) | ClawChief (routes to specialists) |
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| Telegram (infra) | Atlas, Nuly |
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| Telegram (finance) | Mint, Knox |
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| Telegram (health) | Pulse |
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| Telegram (general) | ClawChief |
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| Signal | Ghost |
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---
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## Architecture Notes
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- All agents run inside one OpenClaw gateway process
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- Each agent: isolated workspace + own SOUL.md + own auth-profiles.json
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- ClawChief is the default agent (catches anything without a specific binding)
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- Financial VLAN: Mint + Vault Team containers network-isolated from others
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- Secrets: HashiCorp Vault (scoped, time-limited tokens per agent)
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- Human-in-the-loop: ALL financial actions, ALL external-facing communications
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