@adaptic/maestro 1.5.2 → 1.6.1

package/scripts/daemon/classifier.mjs

@@ -30,59 +30,67 @@ const __dirname = dirname(__filename);
 dotenv.config({ path: resolve(__dirname, "../../.env") });
 
 // ── Agent identity + peer agents ──────────────────────────────────────────
-// Loaded from config/known-agents.json and AGENT_DIR to determine which
-// agent is "me" and which are peers. Prevents cross-agent message
-// interception in shared channels (ib-20260418-cross-agent-routing).
+// Primary source: config/agent.json (canonical SOT — created by /init-maestro
+// or migration). Falls back to config/known-agents.json registry for the
+// peers list. Prevents cross-agent message interception in shared channels
+// (ib-20260418-cross-agent-routing).
 
 const AGENT_DIR = process.env.AGENT_DIR || process.env.AGENT_ROOT || resolve(__dirname, "../..");
 
-let _agentIdentity = null;   // { name, slackId, role }
+let _agentIdentity = null;   // { name, slackId, role, fullName, title }
 let _peerAgents = [];         // [{ name, slackId, role }] — all agents EXCEPT me
 
 function loadAgentRegistry() {
   if (_agentIdentity) return; // already loaded
 
-  // 1. Load known-agents.json (try agent repo first, then maestro scaffold)
-  let agents = [];
-  for (const base of [AGENT_DIR, resolve(process.env.HOME || "", "maestro")]) {
-    try {
-      const raw = readFileSync(resolve(base, "config/known-agents.json"), "utf-8");
-      agents = JSON.parse(raw).agents || [];
-      if (agents.length > 0) break;
-    } catch { /* try next */ }
-  }
-
-  // 2. Determine which agent is "me" — match by AGENT_DIR basename
-  const repoSlug = AGENT_DIR.split("/").pop(); // e.g. "sophie-ai"
-  const me = agents.find(a => a.repo === repoSlug);
-
-  if (me) {
-    _agentIdentity = me;
-    _peerAgents = agents.filter(a => a.slackId !== me.slackId);
-  } else {
-    // Fallback: try to extract from agent.ts or CLAUDE.md
+  // 1. Primary: load THIS agent's identity from config/agent.json (SOT).
+  try {
+    const me = JSON.parse(readFileSync(resolve(AGENT_DIR, "config/agent.json"), "utf-8"));
+    _agentIdentity = {
+      name: me.firstName,
+      fullName: me.fullName,
+      slackId: me.slackMemberId || "",
+      role: me.title || "agent",
+      repo: me.repoSlug,
+    };
+  } catch {
+    // Backwards compatibility for repos that haven't migrated yet.
     try {
       const agentTs = readFileSync(resolve(AGENT_DIR, "config/agent.ts"), "utf-8");
       const nameMatch = agentTs.match(/firstName:\s*['"](\w+)['"]/);
       const slackMatch = agentTs.match(/slackMemberId:\s*['"]([^'"]+)['"]/);
       _agentIdentity = {
-        name: nameMatch ? nameMatch[1] : "Unknown",
+        name: nameMatch ? nameMatch[1] : "Agent",
         slackId: slackMatch ? slackMatch[1] : "",
         role: "agent",
       };
-      _peerAgents = agents.filter(a => a.slackId !== (_agentIdentity.slackId || "NONE"));
     } catch {
-      _agentIdentity = { name: "Sophie", slackId: "", role: "agent" };
-      _peerAgents = agents;
+      _agentIdentity = { name: "Agent", slackId: "", role: "agent" };
     }
   }
 
+  // 2. Load known-agents.json (peers) — try agent repo first, then maestro install.
+  let agents = [];
+  for (const base of [AGENT_DIR, resolve(process.env.HOME || "", "maestro")]) {
+    try {
+      const raw = readFileSync(resolve(base, "config/known-agents.json"), "utf-8");
+      agents = JSON.parse(raw).agents || [];
+      if (agents.length > 0) break;
+    } catch { /* try next */ }
+  }
+
+  const mySlackId = _agentIdentity.slackId;
+  _peerAgents = mySlackId
+    ? agents.filter(a => a.slackId !== mySlackId)
+    : agents;
+
   console.log(`[classifier] Agent identity: ${_agentIdentity.name} (${_agentIdentity.slackId || "no slack ID"}), ${_peerAgents.length} peer agents`);
 }
 
 const ANTHROPIC_MODEL = "claude-haiku-4-5-20251001";
 const OPENAI_MODEL = "gpt-4o-mini";
-const CLAUDE_BIN = process.env.CLAUDE_BIN || "/Users/sophie/.local/bin/claude";
+// Default to `claude` from PATH; CLAUDE_BIN env var overrides for non-standard installs.
+const CLAUDE_BIN = process.env.CLAUDE_BIN || "claude";
 const CLAUDE_CLI_TIMEOUT_MS = 30_000;
 
 // ── System prompt shared by both LLM classifiers ────────────────────────────
@@ -107,7 +115,7 @@ Your job: classify each incoming message and return a JSON object with exactly t
   "model": "opus" | "sonnet",
   "summary": "<one-line summary of the message>",
   "category": "action_required" | "fyi" | "ignore",
-  "directed_at_sophie": true | false
+  "directed_at_agent": true | false
 }
 ${peerContext}
 Classification rules:
@@ -131,11 +139,11 @@ MODEL (which Claude model should handle the response):
 - "sonnet": Routine responses, scheduling, status updates, simple follow-ups, acknowledgements, standard operational tasks
 
 CATEGORY:
-- "action_required": Sophie needs to do something
+- "action_required": ${agentName} needs to do something
 - "fyi": Informational, no action needed
 - "ignore": No value
 
-DIRECTED_AT_SOPHIE (CRITICAL — determines whether ${agentName} should respond. Default to false in channels/group chats.):
+DIRECTED_AT_AGENT (CRITICAL — determines whether ${agentName} should respond. Default to false in channels/group chats.):
 - true: The message is a DM to ${agentName} (1:1)
 - true: The message explicitly mentions ${agentName} by name or @mention
 - true: The message is from the CEO in a DM (1:1 conversation)
@@ -164,43 +172,43 @@ Context:
 Examples:
 
 Input: CEO DM on Slack: "Can you send the board resolution to Nima?"
-Output: {"priority":"critical","action":"respond","model":"opus","summary":"CEO requesting board resolution sent to GC Nima","category":"action_required","directed_at_sophie":true}
+Output: {"priority":"critical","action":"respond","model":"opus","summary":"CEO requesting board resolution sent to GC Nima","category":"action_required","directed_at_agent":true}
 
 Input: GitHub notification email about a merged PR
-Output: {"priority":"ignore","action":"ignore","model":"sonnet","summary":"GitHub PR merge notification","category":"ignore","directed_at_sophie":false}
+Output: {"priority":"ignore","action":"ignore","model":"sonnet","summary":"GitHub PR merge notification","category":"ignore","directed_at_agent":false}
 
 Input: Leadership Slack: "We need the DFSA gap analysis updated by Thursday"
-Output: {"priority":"high","action":"draft","model":"opus","summary":"Leadership requesting DFSA gap analysis update by Thursday deadline","category":"action_required","directed_at_sophie":true}
+Output: {"priority":"high","action":"draft","model":"opus","summary":"Leadership requesting DFSA gap analysis update by Thursday deadline","category":"action_required","directed_at_agent":true}
 
 Input: Team member: "Standup notes from today's sync"
-Output: {"priority":"normal","action":"archive","model":"sonnet","summary":"Team standup notes shared","category":"fyi","directed_at_sophie":false}
+Output: {"priority":"normal","action":"archive","model":"sonnet","summary":"Team standup notes shared","category":"fyi","directed_at_agent":false}
 
 Input: External email: "Following up on our conversation about the Singapore entity"
-Output: {"priority":"normal","action":"respond","model":"sonnet","summary":"External follow-up on Singapore entity discussion","category":"action_required","directed_at_sophie":true}
+Output: {"priority":"normal","action":"respond","model":"sonnet","summary":"External follow-up on Singapore entity discussion","category":"action_required","directed_at_agent":true}
 
 Input: Channel message from Jacob: "@${agentName} can you check the engine deployment?"
-Output: {"priority":"normal","action":"respond","model":"sonnet","summary":"Jacob asking ${agentName} to check engine deployment","category":"action_required","directed_at_sophie":true}
+Output: {"priority":"normal","action":"respond","model":"sonnet","summary":"Jacob asking ${agentName} to check engine deployment","category":"action_required","directed_at_agent":true}
 
 Input: Channel message from CEO: "@AnotherAgent can you review the agentic libraries in this channel?"
-Output: {"priority":"normal","action":"archive","model":"sonnet","summary":"CEO asking another agent to review agentic libraries — not directed at ${agentName}","category":"fyi","directed_at_sophie":false}
+Output: {"priority":"normal","action":"archive","model":"sonnet","summary":"CEO asking another agent to review agentic libraries — not directed at ${agentName}","category":"fyi","directed_at_agent":false}
 
 Input: Channel message from Hootan to Nima: "Nima, did you file the DIFC response yet?"
-Output: {"priority":"normal","action":"archive","model":"sonnet","summary":"Hootan asking Nima about DIFC response filing","category":"fyi","directed_at_sophie":false}
+Output: {"priority":"normal","action":"archive","model":"sonnet","summary":"Hootan asking Nima about DIFC response filing","category":"fyi","directed_at_agent":false}
 
 Input: Channel thread — Jacob: "pushed the fix" / Hootan: "nice, looks good"
-Output: {"priority":"normal","action":"archive","model":"sonnet","summary":"Team exchange about code fix","category":"fyi","directed_at_sophie":false}
+Output: {"priority":"normal","action":"archive","model":"sonnet","summary":"Team exchange about code fix","category":"fyi","directed_at_agent":false}
 
 Input: Thread where ${agentName} previously replied — Jacob: "yeah that makes sense, I'll handle it" (responding to Hootan, not ${agentName})
-Output: {"priority":"normal","action":"archive","model":"sonnet","summary":"Jacob acknowledging Hootan in thread","category":"fyi","directed_at_sophie":false}
+Output: {"priority":"normal","action":"archive","model":"sonnet","summary":"Jacob acknowledging Hootan in thread","category":"fyi","directed_at_agent":false}
 
 Input: Thread where ${agentName} previously replied — Hootan: "${agentName}, can you send the updated doc?"
-Output: {"priority":"high","action":"respond","model":"sonnet","summary":"Hootan asking ${agentName} for updated document","category":"action_required","directed_at_sophie":true}
+Output: {"priority":"high","action":"respond","model":"sonnet","summary":"Hootan asking ${agentName} for updated document","category":"action_required","directed_at_agent":true}
 
 Input: Channel message: "FYI — the Cayman entity docs are signed and filed"
-Output: {"priority":"normal","action":"archive","model":"sonnet","summary":"FYI: Cayman entity docs signed and filed","category":"fyi","directed_at_sophie":false}
+Output: {"priority":"normal","action":"archive","model":"sonnet","summary":"FYI: Cayman entity docs signed and filed","category":"fyi","directed_at_agent":false}
 
 Input: Group chat — Nima: "Hootan, can we sync on the DFSA gaps tomorrow?"
-Output: {"priority":"normal","action":"archive","model":"sonnet","summary":"Nima asking Hootan to sync on DFSA gaps","category":"fyi","directed_at_sophie":false}
+Output: {"priority":"normal","action":"archive","model":"sonnet","summary":"Nima asking Hootan to sync on DFSA gaps","category":"fyi","directed_at_agent":false}
 
 Return ONLY the JSON object. No explanation, no markdown fencing, no extra text.`;
 }
@@ -214,14 +222,16 @@ function formatItemPrompt(item) {
     `Channel: ${item.channel}`,
   ];
   // Indicate channel type so the classifier can assess directed-ness
+  loadAgentRegistry();
+  const agentName = _agentIdentity.name;
   if (item.is_dm) {
-    parts.push("Channel type: Direct message (1:1 with Sophie)");
+    parts.push(`Channel type: Direct message (1:1 with ${agentName})`);
   } else if (item.is_group) {
     parts.push("Channel type: Group chat / multi-person channel");
   }
   if (item.subject) parts.push(`Subject: ${item.subject}`);
   if (item.is_reply) parts.push("This is a reply in an existing thread.");
-  if (item.sophie_in_thread) parts.push("Sophie has previously replied in this thread.");
+  if (item.agent_in_thread) parts.push(`${agentName} has previously replied in this thread.`);
   if (item.thread_context) {
     parts.push(`Thread context:\n${item.thread_context}`);
   }
@@ -261,7 +271,7 @@ function parseClassification(text) {
     model: validModels.includes(parsed.model) ? parsed.model : "sonnet",
     summary: typeof parsed.summary === "string" ? parsed.summary : "Unclassified message",
     category: validCategories.includes(parsed.category) ? parsed.category : "fyi",
-    directed_at_sophie: typeof parsed.directed_at_sophie === "boolean" ? parsed.directed_at_sophie : false, // default false — don't respond unless we're confident the message is for Sophie
+    directed_at_agent: typeof parsed.directed_at_agent === "boolean" ? parsed.directed_at_agent : false, // default false — don't respond unless we're confident the message is for this agent
   };
 }
 
@@ -383,7 +393,7 @@ async function classifyWithOpenAI(item) {
  * should be skipped — the sender chose a specific agent.
  *
  * Added in ib-20260418-cross-agent-routing to fix the recurring issue
- * where Lucas's agent intercepted messages tagged for Sophie in #dev-tooling.
+ * where peer agents intercepted messages tagged for a different agent in #dev-tooling.
  */
 function mentionsOtherAgent(item) {
   loadAgentRegistry();
@@ -418,9 +428,9 @@ function mentionsOtherAgent(item) {
  * Used by both the rule-based classifier fallback and as a pre-check
  * that can override the LLM's assessment in clear-cut cases.
  *
- * Backward-compatible export name: isDirectedAtSophie (used by sophie-daemon.mjs).
+ * Used by the daemon as a pre-classification gate.
  */
-function isDirectedAtSophie(item) {
+function isDirectedAtAgent(item) {
   loadAgentRegistry();
 
   // ── Cross-agent gate (ib-20260418-cross-agent-routing) ──────────────────
@@ -437,7 +447,7 @@ function isDirectedAtSophie(item) {
 
   // Explicit @mention or name mention in the message content
   const content = (item.content || "").toLowerCase();
-  const myName = (_agentIdentity.name || "sophie").toLowerCase();
+  const myName = (_agentIdentity.name || "agent").toLowerCase();
   const mySlackId = (_agentIdentity.slackId || "").toLowerCase();
 
   if (content.includes(myName)) return true;
@@ -451,7 +461,7 @@ function isDirectedAtSophie(item) {
   // if the message also contains a question, request keyword, or is a
   // direct follow-up to the agent's last message in the thread.
   const agentNameRegex = new RegExp(`^${myName}:`, "im");
-  if (item.sophie_in_thread || (item.thread_context && agentNameRegex.test(item.thread_context))) {
+  if (item.agent_in_thread || (item.thread_context && agentNameRegex.test(item.thread_context))) {
     // Check if the agent was the last speaker in the thread
     if (item.thread_context) {
       const lines = item.thread_context.trim().split("\n").filter(Boolean);
@@ -471,7 +481,7 @@ function classifyWithRules(item) {
   const sender = (item.sender || "").toLowerCase();
   const subject = (item.subject || "").toLowerCase();
   const combined = `${content} ${sender} ${subject}`;
-  const directed = isDirectedAtSophie(item);
+  const directed = isDirectedAtAgent(item);
 
   // CEO → critical, opus (but in channels, respect directed check)
   if (item.sender_privilege === "ceo") {
@@ -481,7 +491,7 @@ function classifyWithRules(item) {
       model: "opus",
       summary: `CEO message from ${item.sender}`,
       category: directed ? "action_required" : "fyi",
-      directed_at_sophie: directed,
+      directed_at_agent: directed,
     };
   }
 
@@ -493,7 +503,7 @@ function classifyWithRules(item) {
       model: "opus",
       summary: `Leadership message from ${item.sender}`,
       category: directed ? "action_required" : "fyi",
-      directed_at_sophie: directed,
+      directed_at_agent: directed,
     };
   }
 
@@ -507,7 +517,7 @@ function classifyWithRules(item) {
         model: "sonnet",
         summary: `Automated notification from ${item.sender}`,
         category: "ignore",
-        directed_at_sophie: false,
+        directed_at_agent: false,
       };
     }
   }
@@ -521,7 +531,7 @@ function classifyWithRules(item) {
       model: "sonnet",
       summary: `Urgent message from ${item.sender}`,
       category: directed ? "action_required" : "fyi",
-      directed_at_sophie: directed,
+      directed_at_agent: directed,
     };
   }
 
@@ -532,12 +542,12 @@ function classifyWithRules(item) {
     model: "sonnet",
     summary: `Message from ${item.sender} via ${item.service}`,
     category: directed ? "fyi" : "fyi",
-    directed_at_sophie: directed,
+    directed_at_agent: directed,
   };
 }
 
 // Export for use in daemon's pre-classification gate
-export { isDirectedAtSophie, mentionsOtherAgent, loadAgentRegistry };
+export { isDirectedAtAgent, mentionsOtherAgent, loadAgentRegistry };
 
 // ── Main export ─────────────────────────────────────────────────────────────
 

package/scripts/daemon/dispatcher.mjs

@@ -8,8 +8,8 @@ import { join } from "path";
 import { releaseLock, releaseThreadLock, releaseRequestClaim, claimItem, releaseItemClaim } from "./session-lock.mjs";
 import { recordSession } from "./health.mjs";
 
-const SOPHIE_AI_DIR = join(new URL(".", import.meta.url).pathname, "../..");
-const CLAUDE_BIN = process.env.CLAUDE_BIN || "/Users/sophie/.local/bin/claude";
+const AGENT_REPO_DIR = process.env.AGENT_DIR || join(new URL(".", import.meta.url).pathname, "../..");
+const CLAUDE_BIN = process.env.CLAUDE_BIN || "claude";
 const MAX_CONCURRENT = parseInt(process.env.DAEMON_MAX_CONCURRENT || "10", 10);
 const RESERVED_INBOX_SLOTS = 3;    // Always keep 3 slots free for real-time inbox items
 
@@ -40,13 +40,13 @@ const backlogRetryCount = new Map();  // backlog item key -> number of times dis
 const MAX_BACKLOG_RETRIES = 6;        // Max retries before skipping (was 3 — too aggressive)
 
 function logDir() {
-  const dir = join(SOPHIE_AI_DIR, "logs", "daemon");
+  const dir = join(AGENT_REPO_DIR, "logs", "daemon");
   mkdirSync(dir, { recursive: true });
   return dir;
 }
 
 function sessionLogDir() {
-  const dir = join(SOPHIE_AI_DIR, "logs", "daemon", "sessions");
+  const dir = join(AGENT_REPO_DIR, "logs", "daemon", "sessions");
   mkdirSync(dir, { recursive: true });
   return dir;
 }
@@ -60,7 +60,7 @@ function logSession(entry) {
   appendFileSync(path, JSON.stringify({ timestamp: new Date().toISOString(), ...entry }) + "\n");
 }
 
-const ACTIVE_PATH = join(SOPHIE_AI_DIR, "state", "sessions", "active.json");
+const ACTIVE_PATH = join(AGENT_REPO_DIR, "state", "sessions", "active.json");
 
 /**
  * Reset active.json on daemon startup.
@@ -282,7 +282,7 @@ function spawnSession(entry) {
   // A stale ANTHROPIC_API_KEY in the daemon's inherited env will otherwise
   // override the OAuth token and cause "Invalid API key" failures.
   const proc = spawn(CLAUDE_BIN, args, {
-    cwd: SOPHIE_AI_DIR,
+    cwd: AGENT_REPO_DIR,
     env: { ...process.env, ANTHROPIC_API_KEY: "", ANTHROPIC_AUTH_TOKEN: "" },
     stdio: ["ignore", "pipe", "pipe"],
   });

package/scripts/daemon/prompt-builder.mjs

@@ -7,7 +7,16 @@ import { readFileSync, readdirSync } from "fs";
 import { join } from "path";
 import { compileContext } from "./context-compiler.mjs";
 
-const SOPHIE_AI_DIR = join(new URL(".", import.meta.url).pathname, "../..");
+const AGENT_REPO_DIR = process.env.AGENT_DIR || join(new URL(".", import.meta.url).pathname, "../..");
+
+// Load agent identity from canonical SOT for use in prompts and fallback preamble.
+function loadAgent() {
+  try {
+    return JSON.parse(readFileSync(join(AGENT_REPO_DIR, "config/agent.json"), "utf-8"));
+  } catch {
+    return { firstName: "Agent", fullName: "Agent", title: "agent", company: "the company", principal: { firstName: "principal", fullName: "the principal", title: "principal" } };
+  }
+}
 
 // Legacy: Maximum lines of conversation history (used when DAEMON_CONTEXT_COMPILER is off)
 const MAX_HISTORY_LINES = 30;
@@ -19,7 +28,7 @@ function loadPreamble() {
   if (cachedPreamble) return cachedPreamble;
 
   try {
-    const raw = readFileSync(join(SOPHIE_AI_DIR, "CLAUDE.md"), "utf-8");
+    const raw = readFileSync(join(AGENT_REPO_DIR, "CLAUDE.md"), "utf-8");
     cachedPreamble = extractPreamble(raw);
   } catch (err) {
     console.error(`[prompt-builder] Failed to read CLAUDE.md: ${err.message}`);
@@ -74,11 +83,18 @@ function extractPreamble(raw) {
   return FALLBACK_PREAMBLE;
 }
 
-const FALLBACK_PREAMBLE = `You are Sophie Nguyen, Chief of Staff to Mehran Granfar, CEO of Adaptic.ai.
+// Generic preamble derived from config/agent.json. This is only used when
+// CLAUDE.md is unreadable; ordinarily the daemon pulls the full identity
+// block straight from the agent's CLAUDE.md.
+function buildFallbackPreamble() {
+  const a = loadAgent();
+  const principal = a.principal || {};
+  const principalName = principal.fullName || "the principal";
+  const principalTitle = principal.title || "principal";
+  return `You are ${a.fullName}, ${a.title} to ${principalName}, ${principalTitle} of ${a.company}.
 You operate as the autonomous executive command layer for the company.
 
-Adaptic Group — a global AI-native institutional asset management group.
-UBOs: Mehran Granfar (50%) + Bronwyn Leong (50%) via Arrowsphere Holdings Limited.
+${a.companyDescription || a.company}.
 
 Operating Principles:
 1. Follow-through over brilliance — track every commitment until it closes
@@ -89,14 +105,16 @@ Operating Principles:
 6. Full autonomy, full accountability
 
 Autonomy Model:
-- Sophie sends autonomously: all internal messages, external operational messages, candidate comms, follow-ups, calendar coordination
-- Sophie escalates only: binding legal/financial obligations, regulatory submissions, acquisition deal terms, public statements
+- ${a.firstName} sends autonomously: all internal messages, external operational messages, candidate comms, follow-ups, calendar coordination
+- ${a.firstName} escalates only: binding legal/financial obligations, regulatory submissions, acquisition deal terms, public statements
 
 Document Sharing (CRITICAL):
 - NEVER reference local file paths in outbound communications
 - Upload to Google Drive or generate branded PDF for sharing
 - Inline short content directly in messages
 - Never attach raw .md or .yaml files`;
+}
+const FALLBACK_PREAMBLE = buildFallbackPreamble();
 
 const ACTION_INSTRUCTIONS = {
   respond: `ACTION: Respond to this message.
@@ -176,10 +194,10 @@ function loadConversationHistory(item) {
   const senderSlug = item.sender ? item.sender.replace(/\s+/g, "-").toLowerCase() : null;
 
   const candidateDirs = [];
-  if (channelId) candidateDirs.push(join(SOPHIE_AI_DIR, "memory", "interactions", "slack", channelId));
+  if (channelId) candidateDirs.push(join(AGENT_REPO_DIR, "memory", "interactions", "slack", channelId));
   if (senderSlug) {
-    candidateDirs.push(join(SOPHIE_AI_DIR, "memory", "interactions", "slack", `dm-${senderSlug}`));
-    candidateDirs.push(join(SOPHIE_AI_DIR, "memory", "interactions", "slack", senderSlug));
+    candidateDirs.push(join(AGENT_REPO_DIR, "memory", "interactions", "slack", `dm-${senderSlug}`));
+    candidateDirs.push(join(AGENT_REPO_DIR, "memory", "interactions", "slack", senderSlug));
   }
 
   const entries = [];
@@ -305,7 +323,7 @@ function buildBacklogContext(queueItem) {
   lines.push(`Title: ${queueItem.title || "untitled"}`);
   lines.push(`Status: ${queueItem.status || "open"}`);
   lines.push(`Priority: ${queueItem.priority || "normal"}`);
-  lines.push(`Owner: ${queueItem.owner || "sophie"}`);
+  lines.push(`Owner: ${queueItem.owner || loadAgent().firstName.toLowerCase()}`);
   if (queueItem.source) lines.push(`Source: ${queueItem.source}`);
   if (queueItem.source_ref) lines.push(`Source ref: ${queueItem.source_ref}`);
   if (queueItem.due) lines.push(`Due: ${queueItem.due}`);
@@ -451,7 +469,7 @@ export async function buildPrompt(item, classResult, options = {}) {
     parts.push(`When this task is complete:
 - Update the queue item status to "resolved" in the appropriate state/queues/ file
 - HISTORY DEDUP RULE (CRITICAL): Before appending a history entry, read the item's existing history and check the LAST entry. If the last entry has substantially the same action text (same status, same priority, same blocked_by, same conclusion — e.g. "confirmed no changes", "still open", "re-verified"), do NOT append a new history entry. Instead, ONLY update the last_updated timestamp on the queue item. Only append a new history entry when something actually changed (status changed, new information, blocker resolved, action taken that differs from the last entry).
-- When you DO add a new history entry, include: timestamp, action taken, and by: sophie-daemon
+- When you DO add a new history entry, include: timestamp, action taken, and by: agent-daemon
 - If the task cannot be completed, set status to "blocked" and record what is blocking it`);
     parts.push("");
   }

package/scripts/daemon/responder.mjs

@@ -23,11 +23,25 @@ import { randomUUID } from "crypto";
 import { checkRecentlySent, registerSent } from "./session-lock.mjs";
 import { routingKey as deriveRoutingKey, createRouter } from "./lib/session-router.mjs";
 
-const SOPHIE_AI_DIR = join(new URL(".", import.meta.url).pathname, "../..");
+const AGENT_REPO_DIR = process.env.AGENT_DIR || join(new URL(".", import.meta.url).pathname, "../..");
 const SONNET_MODEL = "claude-sonnet-4-6";
-const CLAUDE_BIN = process.env.CLAUDE_BIN || "/Users/sophie/.local/bin/claude";
+const CLAUDE_BIN = process.env.CLAUDE_BIN || "claude";
 const CLAUDE_CLI_TIMEOUT_MS = 60_000;
-const SESSION_REGISTRY_PATH = join(SOPHIE_AI_DIR, "state", "daemon", "session-router-registry.json");
+const SESSION_REGISTRY_PATH = join(AGENT_REPO_DIR, "state", "daemon", "session-router-registry.json");
+
+// Identity loaded from config/agent.json (canonical SOT). Fall back to a
+// neutral placeholder if the file isn't present — the daemon must still
+// run even on a partially-configured repo.
+let _agent = null;
+function loadAgent() {
+  if (_agent) return _agent;
+  try {
+    _agent = JSON.parse(readFileSync(join(AGENT_REPO_DIR, "config/agent.json"), "utf-8"));
+  } catch {
+    _agent = { firstName: "Agent", fullName: "Agent", title: "agent", principal: { fullName: "the principal" }, company: "the company" };
+  }
+  return _agent;
+}
 
 // Singleton router — lazily created on first generateResponse() call. The
 // scaffold's createRouter is async (eager registry read), so we cache the
@@ -213,7 +227,7 @@ function today() {
 }
 
 function logDir() {
-  const dir = join(SOPHIE_AI_DIR, "logs", "daemon");
+  const dir = join(AGENT_REPO_DIR, "logs", "daemon");
   mkdirSync(dir, { recursive: true });
   return dir;
 }
@@ -225,7 +239,7 @@ function logResponse(entry) {
 
 /**
  * Write an interaction record so future sessions can see this exchange.
- * Both the incoming message and Sophie's reply are logged.
+ * Both the incoming message and the agent's reply are logged.
  */
 function logInteraction(item, responseText) {
   if (!item || !item.sender || item.service !== "slack") return;
@@ -234,8 +248,8 @@ function logInteraction(item, responseText) {
 
   // Write to both channel-ID and sender-slug directories
   const dirs = [];
-  if (channelId) dirs.push(join(SOPHIE_AI_DIR, "memory", "interactions", "slack", channelId));
-  dirs.push(join(SOPHIE_AI_DIR, "memory", "interactions", "slack", `dm-${senderSlug}`));
+  if (channelId) dirs.push(join(AGENT_REPO_DIR, "memory", "interactions", "slack", channelId));
+  dirs.push(join(AGENT_REPO_DIR, "memory", "interactions", "slack", `dm-${senderSlug}`));
 
   const incomingEntry = {
     ts: item.ts || item.timestamp || new Date().toISOString(),
@@ -250,7 +264,7 @@ function logInteraction(item, responseText) {
 
   const responseEntry = {
     ts: new Date().toISOString(),
-    from: "sophie",
+    from: loadAgent().firstName.toLowerCase(),
     channel: channelId || item.channel,
     type: "reply",
     content: responseText,
@@ -277,7 +291,7 @@ function logInteraction(item, responseText) {
 function loadPreamble() {
   if (cachedPreamble) return cachedPreamble;
   try {
-    const raw = readFileSync(join(SOPHIE_AI_DIR, "CLAUDE.md"), "utf-8");
+    const raw = readFileSync(join(AGENT_REPO_DIR, "CLAUDE.md"), "utf-8");
     // Extract just the identity and communication rules
     const lines = raw.split("\n");
     const sections = [];
@@ -296,9 +310,15 @@ function loadPreamble() {
   return cachedPreamble;
 }
 
-const FALLBACK_PREAMBLE = `You are Sophie Nguyen, Chief of Staff to Mehran Granfar, CEO of Adaptic.ai.
+function buildFallbackPreamble() {
+  const a = loadAgent();
+  const principalName = a.principal?.fullName || "the principal";
+  const principalTitle = a.principal?.title || "principal";
+  return `You are ${a.fullName}, ${a.title} to ${principalName}, ${principalTitle} of ${a.company}.
 You operate as the autonomous executive command layer. Be concise, direct, and professional.
-For CEO messages: prioritise speed and directness. For others: be warm but efficient.`;
+For ${a.principal?.firstName || "principal"} messages: prioritise speed and directness. For others: be warm but efficient.`;
+}
+const FALLBACK_PREAMBLE = buildFallbackPreamble();
 
 // ---------------------------------------------------------------------------
 // Load user profile for context
@@ -307,7 +327,7 @@ For CEO messages: prioritise speed and directness. For others: be warm but effic
 function loadUserProfile(sender) {
   try {
     const profileName = sender.replace(/\s+/g, "-").toLowerCase();
-    const path = join(SOPHIE_AI_DIR, "memory", "profiles", "users", `${profileName}.yaml`);
+    const path = join(AGENT_REPO_DIR, "memory", "profiles", "users", `${profileName}.yaml`);
     return readFileSync(path, "utf-8");
   } catch {
     return null;
@@ -325,8 +345,8 @@ function loadConversationHistory(item) {
   const channelId = resolveSlackChannel(item);
 
   const candidateDirs = [];
-  if (channelId) candidateDirs.push(join(SOPHIE_AI_DIR, "memory", "interactions", "slack", channelId));
-  candidateDirs.push(join(SOPHIE_AI_DIR, "memory", "interactions", "slack", `dm-${senderSlug}`));
+  if (channelId) candidateDirs.push(join(AGENT_REPO_DIR, "memory", "interactions", "slack", channelId));
+  candidateDirs.push(join(AGENT_REPO_DIR, "memory", "interactions", "slack", `dm-${senderSlug}`));
 
   const entries = [];
   for (const dir of candidateDirs) {
@@ -469,7 +489,7 @@ function validateQuickReply(text) {
   const issues = [];
   const lower = text.toLowerCase();
 
-  // Rule 1: AI self-disclosure — Sophie must never reveal she is AI
+  // Rule 1: AI self-disclosure — the agent must never reveal she/he is AI
   const aiPatterns = [
     /\bi am an? ai\b/i, /\bi'?m an? ai\b/i, /\bas an ai\b/i,
     /\blanguage model\b/i, /\bartificial intelligence\b/i,
@@ -488,7 +508,7 @@ function validateQuickReply(text) {
     issues.push({ rule: "local_path_reference", severity: "block", detail: "Message references a local file path" });
   }
 
-  // Rule 3: Sophie should not schedule herself for in-person meetings
+  // Rule 3: the agent should not schedule themselves for in-person meetings
   const meetingPatterns = [
     /\bi(?:'ll| will) (?:come|attend|be there|join (?:you |the meeting )?in person)\b/i,
     /\blet'?s meet (?:at|in)\b/i,
@@ -496,7 +516,7 @@ function validateQuickReply(text) {
   ];
   for (const p of meetingPatterns) {
     if (p.test(text)) {
-      issues.push({ rule: "sophie_inperson", severity: "block", detail: `Matched: ${p}` });
+      issues.push({ rule: "agent_inperson", severity: "block", detail: `Matched: ${p}` });
       break;
     }
   }
@@ -544,7 +564,7 @@ async function sendSlackMessage(channel, text, threadTs = null) {
 async function sendGmailResponse(item, text) {
   const to = item.sender_email || item.sender;
   const subject = `Re: ${item.subject || "(no subject)"}`;
-  const sendScript = join(SOPHIE_AI_DIR, "scripts", "send-email-threaded.py");
+  const sendScript = join(AGENT_REPO_DIR, "scripts", "send-email-threaded.py");
 
   try {
     const args = [sendScript, to, subject, text];
@@ -553,7 +573,7 @@ async function sendGmailResponse(item, text) {
     }
 
     execFileSync("python3", args, {
-      cwd: SOPHIE_AI_DIR,
+      cwd: AGENT_REPO_DIR,
       timeout: 30000,
       encoding: "utf-8",
       env: { ...process.env },
@@ -563,9 +583,9 @@ async function sendGmailResponse(item, text) {
   } catch (err) {
     console.error(`[responder] Gmail send failed for ${to}: ${err.message}`);
     // Fall back to draft file so the response is not lost
-    const draftPath = join(SOPHIE_AI_DIR, "outputs", "drafts",
+    const draftPath = join(AGENT_REPO_DIR, "outputs", "drafts",
       `${today()}-quick-reply-${item.sender.replace(/[^a-z0-9]/gi, "-")}.md`);
-    mkdirSync(join(SOPHIE_AI_DIR, "outputs", "drafts"), { recursive: true });
+    mkdirSync(join(AGENT_REPO_DIR, "outputs", "drafts"), { recursive: true });
     const content = `# Quick Reply Draft (SEND FAILED)\n\nTo: ${to}\nSubject: ${subject}\nGenerated: ${new Date().toISOString()}\nError: ${err.message}\n\n---\n\n${text}\n`;
     writeFileSync(draftPath, content);
     return { sent: false, via: "draft_fallback", draft_path: draftPath, error: err.message };

package/scripts/daemon/session-lock.mjs

@@ -2,7 +2,7 @@
 /**
  * session-lock.mjs — File-based session locks and sent-message registry
  *
- * Replaces the in-memory recentlyProcessed Map in sophie-daemon.mjs with
+ * Replaces the in-memory recentlyProcessed Map in the agent daemon with
  * persistent, atomic file locks that survive daemon restarts and prevent
  * race conditions between concurrent polls.
  *
@@ -22,8 +22,8 @@ import {
 import { join } from "path";
 
 // Allow test override of state directory
-const SOPHIE_AI_DIR = join(new URL(".", import.meta.url).pathname, "../..");
-const SESSION_DIR = process.env.__TEST_SESSION_DIR || join(SOPHIE_AI_DIR, "state", "sessions");
+const AGENT_REPO_DIR = process.env.AGENT_DIR || join(new URL(".", import.meta.url).pathname, "../..");
+const SESSION_DIR = process.env.__TEST_SESSION_DIR || join(AGENT_REPO_DIR, "state", "sessions");
 const LOCKS_DIR = join(SESSION_DIR, "locks");
 const REGISTRY_PATH = join(SESSION_DIR, "sent-registry.jsonl");
 
@@ -525,7 +525,7 @@ export function releaseThreadLock(channel, threadTs) {
 // outputs/research/2026-04-18-session-coordination-design.md
 // ---------------------------------------------------------------------------
 
-const ITEM_CLAIM_DIR = join(SOPHIE_AI_DIR, "state", "locks", "item-claims");
+const ITEM_CLAIM_DIR = join(AGENT_REPO_DIR, "state", "locks", "item-claims");
 const DEFAULT_ITEM_CLAIM_TTL_MIN = 30; // Default TTL in minutes
 
 // Ensure directory exists