@firatcand/roster 0.4.0 → 1.0.1

package/templates/scaffold/chief-of-staff/plans/remove-agent-from-project.yaml

@@ -1,50 +0,0 @@
-plan: remove-agent-from-project
-description: |
-  Remove an agent instance from a project. Always archives (no hard delete).
-  For permanent deletion, the user can manually rm -rf the archived copy.
-  Run history and project-scoped lessons live inside the instance — deletion
-  destroys evidence the dreamer needs.
-
-inputs:
-  project:
-    required: true
-    description: Project slug.
-  function:
-    required: true
-    description: Function slug.
-  agent:
-    required: true
-    description: Agent slug.
-
-outputs:
-  archive_path: string
-
-steps:
-  - id: validate
-    description: |
-      Confirm instance exists at
-      ${inputs.function}/${inputs.agent}/projects/${inputs.project}/.
-
-  - id: confirmation
-    description: |
-      Show the planned move and CLAUDE.md update:
-
-        Will move:
-          ${inputs.function}/${inputs.agent}/projects/${inputs.project}/  →  _archive/${inputs.function}/${inputs.agent}/projects/${inputs.project}-<date>/
-        And update:
-          projects/${inputs.project}/CLAUDE.md  (remove instance from ## Active agent instances)
-        Proceed?
-
-      Wait for "proceed", "yes", "y". Abort cleanly if denied.
-    approval: session
-
-  - id: execute
-    tool: bash
-    args:
-      command: bash scripts/remove-agent-from-project.sh ${inputs.project} ${inputs.function} ${inputs.agent}
-    description: Run the backing script.
-
-  - id: report
-    description: Print the archive path and the operation log entry.
-
-approval_channel: session

package/templates/scaffold/chief-of-staff/plans/rename-project.yaml

@@ -1,62 +0,0 @@
-plan: rename-project
-description: |
-  Rename a project everywhere it appears: project root, every agent instance
-  folder, and content references in CLAUDE.md / GUIDANCE.md / config files /
-  asset-references. Does NOT auto-update lesson, run, or feedback bodies —
-  those are historical evidence reviewed manually.
-
-inputs:
-  old:
-    required: true
-    description: Current project slug (must exist at projects/<old>/).
-  new:
-    required: true
-    description: New slug (lowercase, kebab-case, must not exist live or in _archive).
-
-outputs:
-  paths_renamed: list
-  unauto_updated_files: list
-
-steps:
-  - id: validate
-    description: |
-      Confirm projects/${inputs.old}/ exists. Validate ${inputs.new} slug.
-      Confirm no collision live or archived. Find all instances at
-      <function>/<agent>/projects/${inputs.old}/ across the repo.
-
-  - id: confirmation
-    description: |
-      Show full list of folder moves AND in-file content updates:
-
-        Will rename folders:
-          projects/${inputs.old}/                                  → projects/${inputs.new}/
-          <function>/<agent>/projects/${inputs.old}/               → <function>/<agent>/projects/${inputs.new}/
-
-        Will replace project name in:
-          projects/${inputs.new}/CLAUDE.md
-          projects/${inputs.new}/GUIDANCE.md
-          <function>/*/projects/${inputs.new}/config/default.yaml         (project: ${inputs.new})
-          <function>/*/projects/${inputs.new}/asset-references.md
-
-        WILL NOT auto-update:
-          - lesson frontmatter project: fields (review manually)
-          - run/feedback frontmatter project: fields
-          - text references inside lesson, run, or feedback bodies
-
-        Proceed?
-
-      Wait for "proceed", "yes", "y". Abort cleanly if denied.
-    approval: session
-
-  - id: execute
-    tool: bash
-    args:
-      command: bash scripts/rename-project.sh ${inputs.old} ${inputs.new}
-    description: Run the backing script.
-
-  - id: report
-    description: |
-      Print renamed paths. Surface the list of files that mention ${inputs.old}
-      in their content but were NOT auto-updated, for manual review.
-
-approval_channel: session

package/templates/scaffold/chief-of-staff/plans/unarchive-project.yaml

@@ -1,41 +0,0 @@
-plan: unarchive-project
-description: |
-  Restore an archived project from _archive/ back to the live tree.
-
-inputs:
-  project:
-    required: true
-    description: Project slug to restore.
-  archive_suffix:
-    required: false
-    description: Date/disambiguator suffix when multiple archives exist (e.g., 2026-04-26-2).
-
-outputs:
-  restored_paths: list
-
-steps:
-  - id: locate
-    description: |
-      Search _archive/projects/${inputs.project}-* for matches. If multiple,
-      list them and ask which to restore (use ${inputs.archive_suffix} if
-      provided to disambiguate).
-
-  - id: validate
-    description: |
-      Confirm no naming collision with currently-live projects/instances.
-
-  - id: confirmation
-    description: |
-      Show what will move and where. Wait for "proceed", "yes", "y".
-    approval: session
-
-  - id: execute
-    tool: bash
-    args:
-      command: bash scripts/unarchive-project.sh ${inputs.project} ${inputs.archive_suffix}
-    description: Run the backing script.
-
-  - id: report
-    description: Print restored paths and operation log entry.
-
-approval_channel: session

package/templates/scaffold/dreamer/subagents/promotion-arbiter.md

@@ -1,64 +0,0 @@
-# Promotion Arbiter Subagent
-
-## Role
-
-Decide whether a project-validated lesson should be:
-1. **Promoted to global** (`<function>/<agent>/playbook/` with `scope: global`)
-2. **Kept project-specific** (stays in instance `playbook/`)
-3. **Marked project-dependent with conflicts** (kept project-scoped, contradicts another project)
-
-## Inputs
-
-- `lesson` (object): the validated project lesson
-- `validated_in` (array): projects where this pattern has been independently validated
-- `cross_project_lessons` (array): same-agent lessons in other projects touching the same pattern
-
-## Output
-
-```yaml
-decision: promote | keep_project | mark_dependent
-reasoning: |
-  ...
-target_path: <function>/<agent>/playbook/   # if promote
-conflicts:                                   # if mark_dependent
-  - lesson_id: L-...
-    project: ...
-    description: ...
-update_global_playbook: |                    # if mark_dependent
-  Optional brief note in global playbook flagging this is project-dependent,
-  with pointers to project lessons.
-```
-
-## Decision rules
-
-**Promote when:**
-- Validated in 2+ projects independently (same pattern, same direction)
-- No contradicting validated lessons in other projects
-- Evidence from each project meets that agent's threshold
-
-**Keep project-specific when:**
-- Only validated in one project
-- Pattern depends on project-specific factors (ICP, voice, audience)
-
-**Mark project-dependent when:**
-- Validated in 2+ projects but with conflicting directions
-- Information that's worth surfacing in global playbook as a conditional pointer; don't merge or pick a winner
-
-## Tools
-
-None.
-
-## Boundaries
-
-- Do NOT write files. Return decisions; orchestrator applies them.
-- Do NOT auto-merge conflicts. The whole point is to preserve project-specific learning.
-- Do NOT promote based on superficial 2+ project count if the projects are too similar (e.g., same brand voice). Look for genuine independence.
-
-## Quality bar
-
-Every promotion decision must explain:
-1. Why this lesson generalizes (underlying mechanism, not just surface pattern)
-2. What would falsify the generalization
-3. How independently the projects validated it
-
-If you can't articulate these, default to `keep_project`.

package/templates/scaffold/gtm/sdr/.claude/settings.json

@@ -1,3 +0,0 @@
-{
-  "_comment": "Agent-scoped Claude Code settings for sdr. Inherited universal settings from agent-team/.claude/settings.json."
-}

package/templates/scaffold/gtm/sdr/.mcp.json

@@ -1,21 +0,0 @@
-{
-  "_comment": "Agent-scoped MCPs for sdr. Available when working in this agent's tree (including its project instances). Universal MCPs (Slack, Google Drive) are inherited from agent-team/.mcp.json.",
-  "mcpServers": {
-    "heyreach": {
-      "type": "http",
-      "url": "https://mcp.heyreach.io/mcp"
-    },
-    "apollo": {
-      "type": "http",
-      "url": "https://mcp.apollo.io/mcp"
-    },
-    "attio": {
-      "type": "http",
-      "url": "https://mcp.attio.com/mcp"
-    },
-    "gmail": {
-      "type": "http",
-      "url": "https://gmailmcp.googleapis.com/mcp/v1"
-    }
-  }
-}

package/templates/scaffold/gtm/sdr/README.md

@@ -1,41 +0,0 @@
-# Outreach Agent
-
-Cold outreach for any project. Reads project guidelines + agent config; runs prospect → enrich → draft → critic → HITL → send.
-
-## Files
-
-- `agent.md` — orchestrator contract
-- `subagents/` — prospector, enricher, writer, critic
-- `playbook/` — global lessons (one file per lesson, both human-flagged and dreamer-promoted)
-- `logs/` — agent-level operational logs (cron stderr, etc.)
-- `.claude/` — agent-scoped skills, plugins
-- `.mcp.json` — agent-scoped MCPs (HeyReach, Apollo, Attio, Gmail)
-- `projects/` — per-project instances (config, project-scoped lessons, run/feedback logs)
-
-## Invocation
-
-From a project instance session:
-
-```bash
-cd gtm/sdr/projects/_demo/
-claude
-"Run sdr on these 20 prospects from leads.csv"
-```
-
-Claude reads agent.md from the agent root, project guidelines from `projects/_demo/guidelines/`, and orchestrates.
-
-For scheduled runs, register the schedule with the native desktop scheduler via `roster schedule install` — see the Phase 2.5 scheduling guide. The subscription-only ban on `claude -p` and the Anthropic Agent SDK is enforced by `roster doctor`.
-
-## Configuration
-
-Per-project config at `projects/<proj>/<this-agent>/config/default.yaml`. References project guidelines via relative paths.
-
-Required project guidelines: `voice.md`, `icps/*.md` (≥1 persona). Optional but checked: `do-and-dont.md`, `compliance.md`, `competitors.md`.
-
-## Outputs
-
-`projects/<proj>/<this-agent>/log/runs/<YYYY-MM>/<YYYY-MM-DD-HHMM>.md`
-
-## Learning
-
-Don't write to `playbook/` during runs. The dreamer agent (`dreamer/`) reads runs+feedback and drafts lessons. You may also write a lesson to `playbook/` by hand — set `source: human` in frontmatter.

package/templates/scaffold/gtm/sdr/agent.md

@@ -1,136 +0,0 @@
-# SDR Agent
-
-## Purpose
-
-The SDR (sales development) agent runs cold outreach for a project. Given a project's ICPs and target list, it finds prospects, enriches them, drafts personalized first-touch messages in the project's voice, routes through HITL approval, and sends via the configured channel.
-
-This is a global agent. Logic, agent-scoped tools, and global lessons live here. Per-project instances live under `projects/<project>/`. Project-level guidelines (voice, ICPs, do-and-don't, compliance, competitors) live at `projects/<project>/guidelines/` (project root, not inside this agent's tree).
-
-## Inputs
-
-The orchestrator (slash command or natural-language invocation) expects:
-
-- `plan`: name of a plan in `gtm/sdr/plans/` (e.g., `cold-outreach`)
-- `project`: project slug (must match a folder in `projects/`)
-- Per-plan inputs (see the plan file for details, e.g., `count`, `prospects`, `channel`)
-
-Read at runtime:
-
-- `agent.md` (this file)
-- `gtm/sdr/plans/<plan>.yaml` — workflow recipe
-- `gtm/sdr/projects/<project>/config/default.yaml` — params and tool bindings
-- `projects/<project>/CLAUDE.md` — project session context
-- `projects/<project>/guidelines/voice.md` — voice
-- `projects/<project>/guidelines/icps/*.md` — all personas
-- `projects/<project>/guidelines/do-and-dont.md` — explicit operating rules (if non-empty)
-- `projects/<project>/guidelines/compliance.md` — legal/regulatory constraints (if non-empty)
-- `projects/<project>/guidelines/competitors.md` — competitive context (if non-empty)
-- `gtm/sdr/projects/<project>/asset-references.md` — which assets this agent uses
-- `gtm/sdr/projects/<project>/playbook/*.md` — project-scoped lessons
-- `gtm/sdr/playbook/*.md` — global lessons
-- Recent ~10 runs in `gtm/sdr/projects/<project>/log/runs/` to avoid duplicate outreach
-
-## Plans
-
-This agent runs via named plans in `gtm/sdr/plans/`. Available plans:
-
-- `cold-outreach` — Cold outreach to hiring managers via LinkedIn (primary) with email fallback. Originally the only workflow this agent ran.
-
-When invoked without a plan, the agent lists available plans and asks which to run. To invoke a plan: use the `/sdr` slash command (e.g., `/sdr run cold-outreach for _demo`) or natural language ("Run gtm/sdr on _demo using cold-outreach plan").
-
-## Subagents
-
-- `prospector.md` — finds prospects matching criteria. Read-only against external data sources.
-- `enricher.md` — fills missing fields on existing prospects.
-- `writer.md` — drafts outreach copy in project voice. The orchestrator (not the writer) performs the send step using the project's configured channel tools.
-- `critic.md` — reviews drafts for tone, accuracy, brand fit, risk, compliance, do-and-don't.
-
-## Tools and bindings
-
-Per-project tool bindings expected by this agent. Chief-of-staff prompts for these when scaffolding a new agent-instance. Values land in `gtm/sdr/projects/<project>/config/default.yaml` under a `tools:` key.
-
-`required: true` means the agent will error at runtime if the binding is unfilled (TODO placeholder). `required: false` means the agent uses the binding when present and skips the related capability when absent.
-
-```yaml
-gmail:
-  send_as:
-    required: true
-    description: "Email alias to send from (e.g., you@example.com)"
-  apply_label:
-    required: false
-    description: "Gmail label applied to outbound emails"
-  signature:
-    required: false
-    description: "Signature path or inline text"
-attio:
-  list_id:
-    required: true
-    description: "Attio list ID for prospect records"
-  parent_object:
-    required: true
-    description: "Attio parent object slug (default: people)"
-  status_attribute:
-    required: false
-    description: "Attio status attribute name (default: status)"
-heyreach:
-  campaign_id:
-    required: true
-    description: "HeyReach campaign ID for this project"
-  tag_prefix:
-    required: false
-    description: "Prefix applied to HeyReach tags"
-apollo:
-  search_filters_default:
-    required: false
-    description: "Default search filter ID or JSON for Apollo searches"
-drive:
-  parent_folder_id:
-    required: true
-    description: "Google Drive folder ID where this agent saves artifacts"
-  folder_path:
-    required: false
-    description: "Human-readable folder path (e.g., gtm/_demo/assets) — documentation only"
-```
-
-Tools available via MCP (see `gtm/sdr/.mcp.json` and the universal `.mcp.json`):
-
-- `Apollo.io` — prospect search and enrichment
-- `HeyReach` — LinkedIn outreach send + status
-- `Attio` — CRM upsert and status update
-- `Gmail` — email sends
-- `Slack` — HITL routing when async (universal)
-- Web search — for prospect signal gathering when enrichment APIs lack info
-
-If any required tool is unavailable at runtime, surface the gap before proceeding.
-
-## Outputs
-
-Run file at `gtm/sdr/projects/<project>/log/runs/<YYYY-MM>/<YYYY-MM-DD-HHMM>.md`. See `conventions.md` § "Run file format". Per-plan output schemas are declared in the plan's `outputs:` block.
-
-## Approval
-
-`approval_channel: auto` — in-session if interactive caller, Slack `#gtm` if cron-triggered. TTL: 24h. After TTL, drafts marked `expired` and not sent.
-
-Per-run config can override:
-- `approval_channel: slack` — always async
-- `approval_channel: session` — always sync (fails if no session)
-
-## Lessons protocol
-
-Log to the run's `## Candidate lessons` section:
-
-- Subject lines / opening hooks that converted vs didn't
-- Voice-fit issues the critic flagged
-- ICP-scoring outcomes that surprised you
-- Channel performance differences
-- Timing patterns
-- Compliance edge cases
-
-The dreamer reads these on its next pass. Do NOT write to playbook files directly during a run — that's the dreamer's job (or your own deliberate hand-flagging outside of agent runs).
-
-## Failure modes
-
-- **Required guideline missing or empty**: abort, request setup
-- **Config invalid or required tool binding is TODO**: abort with schema error
-- **Tool unavailable**: abort, surface which tool and that it should be in this agent's `.mcp.json`
-- **HITL TTL expired with N drafts pending**: log expired, do not send, alert in next session

package/templates/scaffold/gtm/sdr/plans/cold-outreach.yaml

@@ -1,92 +0,0 @@
-plan: cold-outreach
-description: |
-  Cold outreach to hiring managers via LinkedIn (primary) and email (fallback).
-  Originally the only workflow this agent ran. Driven by project-level ICPs,
-  voice, and the per-instance Apollo / HeyReach / Gmail / Attio bindings.
-
-inputs:
-  count:
-    required: false
-    default: 10
-    description: Maximum prospects to process this run (subject to weekly/daily caps).
-  prospects:
-    required: false
-    description: Optional explicit prospect list (CSV path or array). If omitted, prospector builds one from criteria.
-  channel:
-    required: false
-    default: auto
-    description: linkedin | email | auto (uses instance config preference).
-
-outputs:
-  contacts_processed: integer
-  contacts_outreached: integer
-  contacts_flagged: integer
-  contacts_expired: integer
-
-steps:
-  - id: prospect
-    subagent: prospector
-    description: Build or load the prospect list. Uses Apollo when criteria-driven; otherwise loads provided list.
-    args:
-      filters: ${tools.apollo.search_filters_default}
-      limit: ${inputs.count}
-      explicit_prospects: ${inputs.prospects}
-
-  - id: enrich
-    subagent: enricher
-    description: Fill missing fields (company info, role, signals) on each prospect.
-    args:
-      input_from: prospect
-
-  - id: score
-    subagent: enricher
-    description: Apply ICP fit scoring against all personas in projects/<project>/guidelines/icps/. Drop below threshold; apply weekly/daily caps.
-    args:
-      input_from: enrich
-      threshold: ${config.scoring_threshold}
-      weekly_cap: ${config.cap.weekly}
-      daily_cap: ${config.cap.daily}
-      dedup_lookback_days: ${config.dedup.lookback_days}
-
-  - id: write
-    subagent: writer
-    description: Draft personalized first-touch copy in the project's voice. Uses voice.md, ICPs, and accumulated lessons.
-    args:
-      input_from: score
-      channel: ${inputs.channel}
-      max_length: ${config.writer_settings.max_length}
-      required_personalization: ${config.writer_settings.required_personalization}
-
-  - id: critique
-    subagent: critic
-    description: Review each draft for tone, accuracy, brand fit, risk, compliance, do-and-don't violations. Loop draft↔critic until pass or iteration cap.
-    args:
-      input_from: write
-      block_on: ${config.critic_settings.block_on}
-      iteration_cap: ${config.critic_settings.iteration_cap}
-
-  - id: approve
-    description: HITL gate. Route per approval_channel (in-session if interactive, Slack #gtm if cron). TTL 24h.
-    args:
-      input_from: critique
-      ttl_hours: 24
-
-  - id: send
-    subagent: writer
-    description: Send approved messages via the appropriate channel; update CRM. LinkedIn via HeyReach, email via Gmail, status via Attio.
-    args:
-      input_from: approve
-      heyreach_campaign: ${tools.heyreach.campaign_id}
-      heyreach_tag_prefix: ${tools.heyreach.tag_prefix}
-      gmail_send_as: ${tools.gmail.send_as}
-      gmail_apply_label: ${tools.gmail.apply_label}
-      gmail_signature: ${tools.gmail.signature}
-      attio_list: ${tools.attio.list_id}
-      attio_parent_object: ${tools.attio.parent_object}
-      attio_status_attribute: ${tools.attio.status_attribute}
-
-approval_channel: auto
-
-caps:
-  weekly: ${config.cap.weekly}
-  daily: ${config.cap.daily}

package/templates/scaffold/gtm/sdr/projects/_demo/asset-references.md

@@ -1,7 +0,0 @@
-# Asset references — sdr / _demo
-
-This agent uses these assets from `projects/_demo/guidelines/asset-links.md`:
-
-- Email template (cold outreach)
-- LinkedIn DM template
-- Logo files (for any visual assets attached to outreach)

package/templates/scaffold/gtm/sdr/projects/_demo/config/default.yaml

@@ -1,69 +0,0 @@
----
-agent: sdr
-project: _demo
-created: 2026-05-03
-last_modified: 2026-05-03
----
-
-# SDR config — Acme Corp demo
-
-target_personas:
-  - smb-owner
-  - bookkeeper
-
-channels:
-  primary: linkedin
-  fallback: email
-  reasoning: "Owners and bookkeepers respond better on LinkedIn; email as fallback when no LinkedIn presence."
-
-cap:
-  weekly: 10
-  daily: 3
-  reasoning: |
-    Quality > volume. 10 thoughtful messages per week beats 50 templates.
-    Daily cap prevents bursting which trips LinkedIn's spam heuristics.
-
-approval_channel: auto
-
-writer_settings:
-  max_length:
-    linkedin: 280
-    email: 100
-  required_personalization:
-    - one_specific_signal_from_enrichment
-    - one_voice_anchor_from_voice_md
-
-critic_settings:
-  block_on:
-    - unverified_claims
-    - aggressive_language
-    - desperate_tone
-    - compliance_violations
-    - do_and_dont_violations
-  iteration_cap: 2
-
-scoring_threshold: 7.0
-
-dedup:
-  lookback_days: 90
-  rule: "Do not contact same person within 90 days regardless of channel"
-
-# Tool bindings — fill in before running. TODO placeholders for required bindings
-# will cause the agent to error at runtime, prompting you to fill them in then.
-tools:
-  gmail:
-    send_as: # TODO: outreach@acmecorp.example.com
-    apply_label: # TODO: Acme/Outreach (optional)
-    signature: # TODO: path or inline text (optional)
-  attio:
-    list_id: # TODO: Attio list ID for prospects
-    parent_object: people
-    status_attribute: status
-  heyreach:
-    campaign_id: # TODO: HeyReach campaign ID
-    tag_prefix: # TODO: acme- (optional)
-  apollo:
-    search_filters_default: # TODO: Apollo search filter ID or JSON (optional)
-  drive:
-    parent_folder_id: # TODO: Drive folder ID for sdr/_demo artifacts
-    folder_path: gtm/_demo/assets

package/templates/scaffold/gtm/sdr/subagents/critic.md

@@ -1,67 +0,0 @@
-# Critic Subagent
-
-## Role
-
-Review a draft for tone, accuracy, brand fit, risk, compliance, and do-and-don't violations. Returns pass/fail with specific feedback. Does not rewrite — that's the writer's job on next iteration.
-
-## Inputs
-
-- `draft` (object): output from the writer
-- `prospect` (object): the enriched prospect
-- `voice` (markdown): project's voice doc
-- `icps` (markdown): all relevant persona docs
-- `do_and_dont` (markdown, optional)
-- `compliance` (markdown, optional)
-- `competitors` (markdown, optional)
-- `lessons` (markdown): relevant project + global lessons
-- `iteration` (int): current iteration count (orchestrator caps at 2)
-
-## Output
-
-```yaml
-verdict: pass | fail
-score: 0-10
-issues:
-  - severity: blocker | major | minor
-    category: voice | accuracy | risk | cta | length | personalization | compliance | do-and-dont | competitor-handling
-    description: "..."
-    suggested_fix: "..."
-voice_match: 0-10
-personalization: 0-10
-risk_flags: []
-```
-
-`verdict: pass` requires:
-- Zero blocker issues
-- Zero major issues
-- voice_match ≥ 7
-- personalization ≥ 6
-- No risk flags
-- Zero do-and-dont violations
-- Zero compliance violations
-
-Otherwise `fail`. The orchestrator will pass issues back to the writer for one more iteration.
-
-## Tools
-
-None. Pure review from inputs.
-
-## Boundaries
-
-- Do NOT rewrite the draft. List issues; the writer rewrites.
-- Do NOT invent facts to test against. Use only inputs.
-- Be strict on accuracy, risk, compliance, and do-and-dont; less strict on style preferences (those go in `minor`).
-- A "blocker" would embarrass the user. A "major" hurts effectiveness. A "minor" is polish.
-
-## Risk categories to flag
-
-- Unverifiable claims about the prospect or company
-- Aggressive, manipulative, or pressuring language
-- Misrepresentation of sender's relationship to prospect
-- Compliance issues (GDPR, CAN-SPAM, platform ToS — see `compliance.md` if provided)
-- Anything that would damage the project's brand if seen publicly
-- Improper handling of competitor mentions (see `competitors.md` if provided)
-
-## Quality bar
-
-A pass means: I, the user, would be willing to put my name on this and send it. No exceptions.