CLAUDE.md — ChiefOfStaff Business Operating System

Project Context

ChiefOfStaff is a two-level autonomous multi-agent system for running businesses end-to-end.

Level 1 (this repo): The "holding company" — 4 portfolio-level agents that evaluate ideas, design venture teams, create repos, and monitor the portfolio. Level 2 (venture repos): Each venture is a separate private GitHub repo with its own custom agent team, skills, commands, and scheduled tasks.

There is no compiled code in this repo — all changes are markdown and YAML edits. Agents, skills, commands, and scheduled tasks are all markdown files with YAML frontmatter.

Key File Relationships

agents/*.md          → skills/*/SKILL.md      (agents are invoked by skills)
skills/*/SKILL.md    → commands/*.md           (skills are triggered by commands)
commands/*.md        → scheduled/*.md          (commands can be run by scheduled tasks)
portfolio/registry.md ← all venture state      (lightweight index of all ventures)
templates/*          → venture repos           (templates are scaffolded into new repos)
docs/*               → describes this system   (must stay in sync with actual behavior)

Agent Definitions

Agents are markdown files in agents/ with YAML frontmatter:

---
name: agent-name
description: When to use this agent
model: inherit
color: color-name
tools: [list, of, tools]
---

Followed by role definition, principles, and behavioral rules.

Venture Repo Conventions

When scaffolding a new venture repo via skills/venture-bootstrap/SKILL.md:

• Always create a CLAUDE.md with venture-specific context, goals, and team
• Always create a README.md with venture overview and current status
• Always create docs/ with architecture, requirements, market-research, business-model, changelog
• Always create custom agents tailored to the venture type
• Set up .gitignore, initial commit, push to GitHub as private repo
• Venture agents must update relevant docs when they make changes

Documentation Rules

• docs/ in this repo describes the ChiefOfStaff system itself
• Every change to agents, skills, commands, or scheduled tasks must be reflected in relevant docs
• docs/commands-reference.md must list all commands with current arguments and examples
• docs/architecture.md must reflect the actual system structure

Workflow

1. Plan First: For changes touching 3+ files, write plan before starting.
2. Verify: Check that all cross-references resolve, all YAML is valid.
3. Document: Update docs in the same change that modifies behavior.
4. Lessons: After any correction, update knowledge/lessons.md.

Portfolio State

• portfolio/registry.md — lightweight index of all ventures (slug, repo URL, stage, health)
• Venture details live in their own repos, not here
• portfolio/guardrails.md — ethical and spending rules that apply to ALL ventures

Scheduled Tasks

Scheduled tasks in scheduled/ define the 24/7 autonomous operation:

• Morning cycle (8 AM) — advance all ventures
• Evening digest (6 PM) — generate portfolio report → Notion
• Health check (every 6 hrs) — monitor venture health
• Weekly review (Friday 5 PM) — comprehensive portfolio review

Tools Available

• Notion — primary reporting dashboard (ventures database, digests, decisions)
• GitHub (gh CLI) — create/manage venture repos
• Claude CLI (claude --task) — spawn Claude instances for venture work
• WebSearch/WebFetch — market research, competitive analysis
• ContextPortal — institutional memory and context retrieval
• HubSpot CRM — contact/deal management for ventures in Launch/Growth
• Google Calendar — scheduling
• Eraser — diagrams and visual documentation

Notion Database IDs

These IDs are needed by agents when creating/updating Notion entries. Your personal IDs should be in .claude/config.local.md (gitignored). Copy the template below and fill in your values:

# .claude/config.local.md
- **ChiefOfStaff page**: `YOUR_NOTION_PAGE_ID`
- **Ventures database**: `YOUR_VENTURES_DB_ID` (data source: `YOUR_VENTURES_DATASOURCE_ID`)
- **Digests database**: `YOUR_DIGESTS_DB_ID` (data source: `YOUR_DIGESTS_DATASOURCE_ID`)
- **Decisions database**: `YOUR_DECISIONS_DB_ID` (data source: `YOUR_DECISIONS_DATASOURCE_ID`)

Also set environment variables or define in .claude/config.local.md:

• $PROJECTS_DIR — where venture repos are cloned (e.g., ~/Projects)
• $CHIEFOFSTAFF_DIR — path to this repo
• MCP server UUID mappings for mcp__claude_ai_Notion__, mcp__claude_ai_HubSpot__, mcp__claude_ai_Miro__