| Name | Full Name | Role | Team | Model | Agent File | Status | Coordinates With | Notes | Number | Reports To | From field: Reports To | Agent Calibration Log |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Claude | Claude (catch-all) | Catch-all for any task that does not fit a more specific agent. FleetView default when no agent name is typed. Registered 2026-09-11 so its Calibration Log writes are accepted. | Claude Code (catch-all) | — | — | — | — | — | OperatingSystem: restored agent API access on Crimson laptop (OS-API-Key + OS-Vercel-Bypass), registered Claude agent, recorded CW deep-link-only decisionCompacted MEMORY.md index under 17KB; moved inline detail to topic filesOperatingSystem: built Fleet, Clients, Learnings screens (preview only), migrations 011-012, app-wide tab CSS fix; found 9/3 model upgrade never applied+32 | |||
| Vera | V.E.R.A. (Verification, Exception and Reconciliation Agent) | Nightly close out verifier. Walks the Close-Out Checklist row by row across time integrity, meeting ledger, capture, alert hygiene, calendar and agent fleet, verifies against ConnectWise, OperatingSystem and Outlook directly, and reports exceptions only. | vera.md | — | — | — | — | — | — | |||
| Peter | Peter | Planning Center Online specialist. Handles PCO Services API operations: schedule reads, position assignments, open spot detection and team coordination for the Manhattan Beach and Torrance production teams. | peter.md | — | — | — | — | — | — | |||
| Owen | Owen | OneNote specialist. Builds, edits, searches and migrates OneNote content across Christi's cloud hosted notebooks. Maintains a Crimson IT branded template library for client meeting notes, vCIO status reports, project kickoffs and QBRs. | owen.md | — | — | — | — | — | — | |||
| Edith | — | SBAM Help Desk Manager: ticket quality, KB gaps, SLA compliance, Hudu article recommendations | edith.md | — | — | 26 | Charl | — | Edith — SCHARP ticket health report (Robert + Gaston review) | |||
| Steve | — | Counted Doors platform (counteddoors.com), subscription logic | steve.md | — | — | 17 | April | — | — | |||
| Dave | Content Strategist and Blog Scheduler | Content Strategist: brainstorms blog topics and angles, prioritizes by relevance and timeliness, sets Target Publish Dates in Blog Pipeline, manages posting cadence and optimal timing across all 4 blogs (AdaptoIT, Crimson IT, My Imperfect Life, Counted Doors). Owns the content calendar. | dave.md | — | — | 6 | April | — | — | |||
| Chip | — | Tracker: monitors action items from daily briefing, reports completion and blockers | chip.md | — | — | 38 | April | — | Chip Daily Tracker / 2026-06-04Chip / Task cleanup: DTLA proposal + Kevin laptop / 2026-05-01Chip — hot items email composed in Outlook (7 items)+1 | |||
| MONTI | Managed Outreach and Notifications for Technical Inquiries | VIP client experience agent. Manages and deepens relationships with strategic accounts, starting with Irongate (Grant Herlitz, Reuben Davidsohn). Drafts high-touch personalized communications, surfaces relevant AI and Claude Code content, manages timeline expectations warmly, and strategizes how to make Crimson indispensable for referral generation. | monti.md | Coordinates with Agnes (client comms), April (inbox/scheduling), Archie (knowledge capture), Radar (AI news for client tips) | Named after real-life Monti, primary VIP support contact at Crimson. First clients: Grant Herlitz (President, Irongate) and Reuben Davidsohn (COO, Irongate). Third major client TBD. | — | — | — | — | |||
| Kevin | — | Counted Doors resource content, foster family audience tone | kevin.md | — | — | 3 | April | — | Kevin — 4 Counted Doors blog drafts (new emotional voice) | |||
| Fritz | — | SBAM Security Manager: HIPAA, NIST, SOC, DHS compliance; tracks MFA rollout and EOL OS remediation | fritz.md | — | — | 27 | Charl | — | Fritz — SCHARP NIST/HIPAA compliance audit (BitLocker + beyond MFA)290447ca | |||
| Bruno | — | Backend Specialist: APIs, Airtable data layers, n8n workflow logic, PostgreSQL | bruno.md | — | — | 33 | April | — | — | |||
| Mel | — | Deployment conventions and pre-deploy checks for Vercel | mel.md | — | — | 21 | April | — | — | |||
| Dale | — | Meeting Coach: reviews transcripts for conversational patterns, dropped cues, improvement tracking | dale.md | — | — | 43 | April | — | Dale — meeting conversation pattern review (FAILED — no Bash) | |||
| Hugo | H.U.G.O.: Head of Unauthorized Go-Ahead Oversight | Validates plans, checks scope, catches mistakes before they ship | hugo.md | — | — | 24 | — | — | ac88bae5c8326f6b | |||
| Bob | — | Foster/adoptive parent blog: faith writing, emotional landing, personal tone | bob.md | — | — | 2 | April | — | — | |||
| Hector | — | ConnectWise tickets, time entries, scheduling, board structures | hector.md | — | — | 11 | April | — | Stale CW ticket cleanup - 35 tickets closed (7/6/2026)AF April 2026 Service Desk DashboardCotsen ConnectWise state verification+6 | |||
| Rex | — | Strategic recommendations, cost comparisons, roadmap framing for vCIO work | rex.md | — | — | 8 | April | — | FY27 SCHARP budget redone (v4) with authoritative Airtable-sourced dataRex — SCHARP strategic recommendations brief29b0d328+1 | |||
| Agnes | — | Warm, humor-forward client communications; Moose and Brie mascots | agnes.md | — | — | 7 | April | — | AF All-Staff: Moose Microsoft Minute - Sticky Notes (July 2026)SCHARP all-staff email: 2SV + policies + Brie tip + Aoife debutAgnes / AF Teams Training Re-Invite / 2026-05-07+9 | |||
| Tim | — | Airtable schema design, formulas, API queries | tim.md | — | — | 14 | April | — | Tim / Calendar Table Schema Design / 2026-05-11Tim — Airtable architecture audit | |||
| Warren | — | Business Strategist: monitors 3-track progress, flags goal misalignment, tracks product revenue vs employment income gap | warren.md | — | — | 45 | April | — | Warren — cross-client strategy review + storage proposalStrategic Review: 3-Track Analysis - OOO Week Prep | |||
| Carl | — | ChoreSteps app (choresteps.com), executive dysfunction UX | carl.md | — | — | 16 | April | — | — | |||
| B.E.S.T.I.E. #2 | Build Engine for Systems, Tools, Infrastructure, and Execution | Generic Claude Code with no named agent invoked. Raw building and execution power. Bestie #2 builds what you think with Bestie #1. Lives in PowerShell 7 at ~/.claude/. | Claude Code (no agent) | All 49 agents. Builds and maintains the whole army. | Not a minion. A Bestie. There is a difference. | 51 | — | — | SCHARP Bi-Weekly ELT Status Report - 2026-07-20Bestie #2 / Daily Briefing Wed 7/29 (refreshed 9:45 AM) / 2026-07-29EOD transcript sweep 7/20 - ledger reconciliation + time logging+49 | |||
| Jerry | — | n8n workflows, Airtable connections, automation patterns | jerry.md | — | — | 13 | April | — | Jerry - My Imperfect Life n8n workflow rewriteJerry / Calendar Mirror Workflow Spec / 2026-05-11Created ConnectWise ticket #959200 "AbilityFirst - Meraki Network Equipment Quote" and logged 26-minute time entry (workRole 13 Help Desk, agreement 313 AF Managed IT, billable).+10 | |||
| Bekker | B.E.K.K.E.R. - Bridging Execution, Knowledge, and Key Escalation Routing | AF IT Director: synthesizes Poppy (help desk), Nadia (security), and Donnie (infrastructure) into one unified AF status. Single point of accountability. | bekker.md | Poppy, Nadia, Donnie, Segrid, April | — | 49 | April | DonniePoppyNadia | — | |||
| April | A.P.R.I.L.: Autonomous Priority Routing and Inbox Lieutenant | Chief of staff, orchestrates all agents, inbox and task prioritization | april.md | — | — | 25 | — | StuartStellaReconciler+39 | April / Cotsen Training Plan Correction / 2026-05-01April v9 Local Triage - 2026-08-14 afternoonApril / Anderson Julia SharePoint scope reply / 2026-04-22+64 | |||
| Mark | — | AdaptoInbox SaaS (Starter $12/mo, Pro $24/mo), Vercel/Airtable stack | mark.md | — | — | 15 | April | — | — | |||
| Lance | — | Clean commit messages from staged changes | lance.md | — | — | 20 | April | — | — | |||
| Phil | — | Yoast compliance checker across all three blogs | phil.md | — | — | 5 | April | — | — | |||
| Spike | — | Pen tests OneDrive, API endpoints, auth flows, SmartDispatch, AdaptoInbox, client environments | spike.md | — | — | 22 | April | — | — | |||
| Fletcher | — | Meeting Router: watches Zapier/Plaud output, identifies client, routes transcript to correct OneDrive | fletcher.md | — | — | 40 | April | — | — | |||
| Nadia | — | AF Security Manager: HIPAA/NIST compliance, security posture, risk prioritization | nadia.md | — | — | 30 | Bekker | — | — | |||
| Norbert | — | Logic errors, security, performance, readability across all codebases | norbert.md | — | — | 19 | April | — | — | |||
| B.E.S.T.I.E. #1 | Brain for Exploration, Strategy, Thinking, Ideas, and Everything | Christi's primary thinking partner. Strategy, planning, writing, empire building, hard decisions, fun acronyms, and everything in between. Lives at claude.ai. Bestie #1 thinks it with you. | claude.ai | Everyone. That's the point. | Not a minion. A Bestie. There is a difference. | 50 | — | — | — | |||
| Picasso | — | Meeting Visualizer: determines meeting type, creates Miro diagram, generates written summary | picasso.md | — | — | 42 | April | — | 2-week meeting visualization: 9 summaries, 7 Miro specs, 1 pattern board | |||
| Otto | — | crimsonit.com author page, approved verticals, Christi's voice | otto.md | — | — | 4 | April | — | AI-Assisted Attacks Client Advisory - SCHARP + AF DRAFT | |||
| Poppy | — | AF Help Desk Manager: ticket quality, KB coverage, SLA compliance | poppy.md | — | — | 29 | Bekker | — | AF KB surgical fixes — personnel updates + camera password vaultAF KB rebuild — 15 filler deleted, 15 real articles writtenAF KB Audit vs Hudu — initial cross-reference | |||
| Dewey | — | Timekeeper: ConnectWise time logging, splits human vs AI agent time for billing accuracy | dewey.md | — | — | 37 | April | — | EOD transcript sweep 2026-08-24: 0 logged, 2 flagged, time pipeline outage escalatedEOD Transcript Sweep 8/12: 3 CW entries (5.28h), 6 ledger rows closed, 3 flagged, 4 rowless June files backfilledb56112de+21 | |||
| S.E.G.R.I.D. | Systematic Execution, Goal Routing, and Initiative Director | Project Manager: tracks deliverables, milestones, project health across all teams. Flags risk early. Named in honor of Seg. | segrid.md | — | — | 47 | April | — | OperatingSystem plan - Christi design feedback (Sep 3) folded inSegrid / Meeting Transcript Sweep: Cotsen + Comm Direct/Camp Project / 2026-05-01Project Status and Risk Sweep - Thursday 2026-06-04 | |||
| Russ | — | Azure Specialist: architecture standards, service selection, cost awareness, consistency across all projects | russ.md | — | — | 32 | April | — | — | |||
| Donnie | — | AF Infrastructure Manager: Meraki config, cloud-forward stack, infrastructure planning | donnie.md | — | — | 31 | Bekker | — | AbilityFirst M365 Unlicensed Accounts Audit - May 2026 | |||
| Glen | — | AdaptoHub product development | glen.md | — | — | 18 | April | — | — | |||
| Nigel | — | Documentation and DevOps: deployment pipelines, environment config, client handoff docs | nigel.md | — | — | 36 | April | — | — | |||
| Vector | — | Insider threat docs, forensic reports, executive-level security findings | vector.md | — | — | 10 | April | — | Vector — cross-client security sweep (CVE / vendor advisories) | |||
| Clive | — | SBAM Infrastructure Manager: Dyer Rd/Cyxtera DCs, Fortigate EOL, Datto backups, SBAMDB, AD upgrade | clive.md | — | — | 28 | Charl | — | 5c22c1c4 | |||
| Charl | C.H.A.R.L. - Client Health, Accountability, and Reporting Lead | SBAM IT Director: synthesizes Edith (help desk), Fritz (security), and Clive (infrastructure) into one unified SBAM status. Single point of accountability. | charl.md | Edith, Fritz, Clive, Segrid, April | — | 48 | April | CliveFritzEdith | SCHARP Weekly IT Health Rollup 2026-06-04 | |||
| Archie | — | Knowledge Collector: captures tribal knowledge from meetings and emails, stores in Airtable | archie.md | — | — | 44 | April | — | Standing Thursday tribal knowledge capture - 28 KB entries from June 2-4 transcriptsArchie / Knowledge Catch-up Sweep / 2026-05-05 | |||
| Cron | — | 6 AM HTML briefing: ConnectWise, Airtable, Outlook; prints to home printer | cron.md | — | — | 12 | April | — | Morning-Briefing.ps1 built and dry-run passedSunday-Briefing.ps1 built and dry-run passedEOD-Wrap.ps1 built and dry-run passed | |||
| Margo | — | Test and Quality: edge cases, failure modes, n8n error handling, real-world usage testing | margo.md | — | — | 35 | April | — | — | |||
| Gus | — | Legal paragraph format, RSM audit style, compliance documentation | gus.md | — | — | 9 | April | — | DTLA Alliance InfoSec Policy outline (pre-prose) | |||
| Benny | — | Budget Analyzer: TBD scope - will ask Christi on first invoke to define what to track and flag | benny.md | — | — | 46 | April | — | — | |||
| Radar | — | AI News Scout: daily search, connects every finding back to AdaptoIT/CIO/dev/foster tracks specifically | radar.md | — | — | 39 | April | — | — | |||
| Percy | — | Hudu integration, prose-style policy docs, compliance frameworks, template keeper | percy.md | — | — | 23 | April | — | — | |||
| Penny | — | Meeting Transcriber: auto-triggers Plaud transcription after meeting ends | penny.md | — | — | 41 | April | — | — | |||
| Reconciler | — | Reconciliation agent. Reads new Client Activity Ledger rows and reconciles the Open Loops view: closes resolved loops, adds new ones, updates Last Touched, and flags items needing Christi. Promotes durable facts to Knowledge Base. This is the step that keeps agent drafts from going stale. Built 2026-06-04. | reconciler.md | — | — | 53 | April | — | — | |||
| Stella | — | Frontend Specialist: Vercel UIs for SaaS and client apps, mobile-first, accessibility | stella.md | — | — | 34 | April | — | — | |||
| Stuart | — | AdaptoIT blog: voice, SEO, Yoast, AI minions joke, recurring punchlines | stuart.md | — | — | 1 | April | — | Stuart — 3 AdaptoIT blog drafts + 47 Minion Voice ProfileStuart / OAuth Device Code Phishing blog draft / 2026-05-13 |
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