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BYOK multi-tenant architecture with 37 named agents, 8 departments, strict 0→5 lead pipeline, Cerberus + Hemingway quality gates, Minerva-backed RAG.","maintainers":[{"name":"dalistovisionnpm","email":"carolinekariuki0475@gmail.com"}],"readme":"# agency-os\n\n**An AI marketing operating system that runs inside your Claude Code, against your own keys, with your own customer data.**\n\n40 named agents. Eight departments. One strict 0→5 lead pipeline. Kill switches by default. No backend, no shared database, no telemetry of customer content.\n\n> **Status:** active engineering. 430 tests, all green on `main`. Plugin installer ships. Internal validation pass next, then the first paying client.\n\n---\n\n## Why this exists\n\nMarketing automation today is closed SaaS. GoHighLevel charges $97–497/month for a black box. Lemlist, Apollo, Reply, Smartlead — all closed, all bolt-on AI, none extensible.\n\nFor an agency that already uses Claude Code and wants to own its workflow, **there is no agent-native, MCP-powered, BYOK marketing OS**. agency-os is that gap.\n\nOpen core. Customer keys. Customer data. Customer rules. The methodology is the product; the SaaS is optional.\n\n---\n\n## What it does\n\n- **Enriches a lead** — Sherlock 10-point company analysis, brand match, decision-maker discovery, location enrichment.\n- **Writes outreach** — four drafts in your brand voice, signature templates injected, every sentence judged before send.\n- **Sends outreach** — Brevo delivery, double-gated by `EMAIL_SENDING_ENABLED=true` AND `BREVO_MODE=live`. Test recipient allowlist for dry runs.\n- **Monitors replies** — Brevo events sync back to HubSpot status fields (delivered, opened, clicked, bounced, replied).\n- **Launches Meta ads** — Hawkeye agent. Campaigns default to PAUSED on creation; you flip them ENABLED yourself.\n- **Reads Google Ads** — Oracle agent. Reads campaigns + 30-day metrics; writes are kill-switched.\n- **Generates creative** — kie.ai (Da Vinci images, Spielberg video, Mozart audio). Costs real credits when `KIE_MODE=live`.\n- **Audits configuration** — `/audit-config` scans for hardcoded secrets, missing required fields, language rule violations, PII patterns.\n\nEvery paid action is off by default. You explicitly flip a kill switch to spend money or send mail.\n\n---\n\n## Install\n\nOne command from any terminal:\n\n```bash\nnpx @dvg-os/agency-os install\n```\n\nThat downloads the latest signed release from the npm registry (SLSA-provenance attested), copies the plugin into `~/.claude/marketplaces/dalistovision-agency-os/`, and wires it into Claude Code's `settings.json`. Prereqs: Node.js 22+ and Claude Code.\n\nThen open (or restart) Claude Code and run:\n\n```\n/onboard\n```\n\nThe wizard walks you through each integration — what it is, why we need it, where to get the key, what permissions it grants, what happens if you skip. Live read-only validation runs after each key. Resume support — close and come back.\n\nTo scaffold your per-customer config into the current project:\n\n```\n/init-agency-os \"Your Agency Name\"\n```\n\nThat copies a 15-file template: `CLAUDE.md`, five config files, three rule files, three pre-commit hooks, plus a PostToolUse hook that warns on language + currency rule violations.\n\n**Upgrading** later is one command — `npx @dvg-os/agency-os@latest install`. The MCP server checks npm once per day and prints an upgrade banner on Claude Code startup when a new version ships. Silence it with `AGENCY_OS_DISABLE_UPDATE_CHECK=1`.\n\n> **Starting from a fresh laptop?** The full novice walkthrough (installing Node, Claude Code, and the plugin step by step) lives in [`docs/install.md`](./docs/install.md).\n\n---\n\n## The customer journey\n\nThe lead status state machine — strictly 0→5, no skipping. Each transition has one driving operator skill and (where money or email is involved) explicit kill-switch gates the operator must flip.\n\n```\n                                                       ┌─ KILL SWITCHES ─┐\n   ┌────────┐  /enrich-lead   ┌──────────┐             │  EMAIL_SENDING  │\n   │  new   │ ──────────────▶ │ enriched │             │   _ENABLED+     │\n   │ (0)    │                 │   (1)    │             │  BREVO_MODE     │\n   └────────┘                 └─────┬────┘             │   _live         │\n                                    │ /match-brand     │  +TEST_RECIPIENT│\n                                    ▼                  │  +daily budget  │\n   ┌────────┐  /write-outreach ┌──────────┐  /send-   ┌────────────────┐\n   │ matched│ ───────────────▶ │ drafted  │ outreach▶ │ outreach_sent  │\n   │  (2)   │                  │   (3)    │           │      (4)       │\n   └────────┘                  └──────────┘           └────────┬───────┘\n       ▲                            │                          │\n       │                  ╔═════════╧══════════╗               │\n       │                  ║ Cerberus + Hemingway║              │\n       │                  ║ combined ≥ 0.85?    ║              │ Brevo events\n       │                  ╚═════════╤══════════╝               │ (delivered, opened,\n       │                            │                          │  bounced, replied)\n       │              ┌─ FAIL ──────┴──── PASS ──┐             │\n       │              ▼                           ▼             ▼\n       │   ┌──────────────┐              (continue           ┌──────────┐\n       │   │ human-review │              to send)            │  reply   │\n       │   │   queue      │                                  │   (5)    │\n       │   └──────────────┘                                  └────┬─────┘\n       │                                                          │\n       └──────────── /monitor-replies (Zola classifies) ──────────┘\n                          ↓                ↓               ↓\n                     interest         objection       unsubscribe\n                  (human follows)  (90-day pause)   (global suppression)\n```\n\nLinear flow as commands:\n\n```\nLead lands in HubSpot\n   │\n   ├─▶ /enrich-lead <hubspot-id>\n   │      Sherlock pulls website, news, LinkedIn, Google Maps\n   │      Jordan matches the lead to one of YOUR brands\n   │      Minerva stores the analysis with citations\n   │\n   ├─▶ /write-outreach <hubspot-id>\n   │      4 drafts in your brand voice (config/brands.json)\n   │      Cerberus checks every factual claim against Minerva\n   │      Hemingway scores tone + length + locale\n   │      Combined < 0.85 → human review queue\n   │\n   ├─▶ /send-outreach <hubspot-id>\n   │      Refuses unless EMAIL_SENDING_ENABLED=true AND BREVO_MODE=live\n   │      Test recipient allowlist enforced\n   │      Brevo send + HubSpot note logged\n   │\n   └─▶ /monitor-replies\n          Brevo events → HubSpot status updates\n          Replies routed to triage\n```\n\nOptional parallel tracks: Meta ads (`/launch-meta-campaign`), creative generation (`/generate-video`), niche research (YouTube), location data (Google Maps), Google Ads insights (`Oracle` agent).\n\n---\n\n## Architecture (seven layers)\n\n```\n┌──────────────────────────────────────────────────────────────────┐\n│ 1  Agent Runtime           │  Claude Code (host, customer machine)│\n├──────────────────────────────────────────────────────────────────┤\n│ 2  Operator Skills         │  /onboard  /enrich-lead              │\n│    (what the customer       │  /write-outreach  /send-outreach     │\n│     types in Claude Code)   │  /monitor-replies  /launch-meta-...  │\n│                             │  /generate-video  /audit-config      │\n│                             │  /init-agency-os                     │\n├──────────────────────────────────────────────────────────────────┤\n│ 3  Agent Skills            │  Hermes · Sherlock · Jordan · Minerva│\n│    (40 named agents,        │  Cerberus · Hemingway · Harvey       │\n│     8 departments)          │  Hawkeye · Oracle · Da Vinci         │\n│                             │  Spielberg · Mozart · Zola ...       │\n├──────────────────────────────────────────────────────────────────┤\n│ 4  Pipeline Orchestrator   │  Strict 0→5 state machine            │\n│                             │  Cerberus + Hemingway quality gates  │\n│                             │  Per-run + per-day budget enforcement│\n│                             │  Decision replay (FileRunRecorder)   │\n├──────────────────────────────────────────────────────────────────┤\n│ 5  Minerva KG + MCP Tools  │  SQLite WAL knowledge graph          │\n│                             │  10-level customer context schema    │\n│                             │  Bundled MCP server (stdio)          │\n├──────────────────────────────────────────────────────────────────┤\n│ 6  Provider Adapters       │  HubSpot · Brevo · Meta · kie.ai     │\n│    + StateMachine port      │  YouTube · Google Maps · Scraper     │\n│                             │  Google Ads (Oracle)                 │\n│                             │  Circuit breaker · rate limit · bulkhead │\n├──────────────────────────────────────────────────────────────────┤\n│ 7  Configuration            │  Per-customer JSON in config/        │\n│                             │  brands · customers · signatures     │\n│                             │  language · thresholds               │\n└──────────────────────────────────────────────────────────────────┘\n\nCross-cutting: structured logs (Pino, 10 credential families auto-redacted),\ndistributed tracing (OpenTelemetry, lazy-loaded), metrics (Prometheus + JSON\nvia agency_os_metrics), error tracking (Sentry, lazy-loaded), kill switches\nat every paid-action boundary, pre-commit + CI secret scanning.\n```\n\n| # | Layer | What lives here |\n|---|---|---|\n| 1 | Agent Runtime | Claude Code (host) |\n| 2 | Operator Skills | `/onboard`, `/enrich-lead`, `/write-outreach`, `/send-outreach`, `/monitor-replies`, `/launch-meta-campaign`, `/generate-video`, `/audit-config`, `/init-agency-os`, `/onboard` |\n| 3 | Agent Skills | 40 named agents in 8 departments — Hermes, Cerberus, Hemingway, Sherlock, Jordan, Minerva, Harvey, Hawkeye, Oracle, Da Vinci, Spielberg, Mozart, etc. |\n| 4 | Pipeline Orchestrator | Strict 0→5 state machine, parallel video + outreach pipelines, quality gates, per-run + per-day budget enforcement |\n| 5 | Minerva KG + MCP Tools | SQLite WAL knowledge graph, 70+ MCP tools exposed via the bundled MCP server |\n| 6 | Provider Adapters + StateMachine port | 8 adapters: HubSpot, Brevo, Meta, kie.ai, YouTube, Google Maps, Scraper, Google Ads. HubSpot is the default StateMachine implementation; Pipedrive/Salesforce are swappable. |\n| 7 | Configuration | Per-customer JSON in `config/`, no shared state |\n\n**Cross-cutting:** structured logs (Pino), distributed tracing (OpenTelemetry, lazy-loaded), metrics counters (Prometheus + JSON), error tracking (Sentry, lazy-loaded), kill switches enforced at the adapter layer, in-process resilience (circuit breaker + rate limiter + bulkhead per adapter).\n\n---\n\n## Safety + observability\n\n**Kill switches.** Every paid action defaults to off:\n\n| Action | Required env to enable |\n|---|---|\n| `send_email` | `EMAIL_SENDING_ENABLED=true` AND `BREVO_MODE=live` |\n| `hubspot_write` | `HUBSPOT_WRITE_MODE=live` |\n| `meta_write` | `META_WRITE_MODE=live` |\n| `kie_generate` | `KIE_MODE=live` |\n| `google_ads_write` | `GOOGLE_ADS_WRITE_MODE=live` |\n\n**Cost budgets.** Per-run caps in the orchestrator + persistent per-day caps that survive process restarts and reset at UTC midnight. Set `DAILY_TOKEN_INPUT_MAX`, `DAILY_TOKEN_OUTPUT_MAX`, `DAILY_API_CALLS_MAX`. When breached, active runs abort and new runs refuse to start.\n\n**Secret redaction.** Pino scrubs 10 credential families (HubSpot PAT, Brevo API + SMTP, Bearer, Meta Graph, Google API, OpenAI, Anthropic, GitHub OAuth + PAT) from every log line. A pre-commit hook + CI workflow run the same regex against committed files; the only way past is `--no-verify`, which CI then catches.\n\n**SSRF defense.** Scraper-facing URLs route through `safeFetch` which blocks loopback, link-local (incl. cloud metadata 169.254.169.254), RFC1918 private, carrier-grade NAT, IPv6 ULA + link-local.\n\n**Quality gates.** Cerberus (factual) + Hemingway (linguistic) score every draft. Combined < threshold → human review, no send.\n\n**Anti-hallucination.** Every agent run is recorded for replay. Every Claude API call uses `messages.parse()` with a Zod schema. Every factual claim must cite a Minerva source. Eval framework runs on every PR; release blocked if hallucination rate > 1% on the golden set. Prompts are versioned. Models are pinned.\n\n**Sentry + OTel.** Lazy-loaded — both SDKs are imported only when a customer sets the corresponding endpoint. Customers without observability backends pay zero cold-start cost.\n\nSee [`SECURITY.md`](./SECURITY.md) for the full threat model and per-defense file references.\n\n---\n\n## Bring your own keys\n\n| Key | Required? | Used for |\n|---|---|---|\n| `HUBSPOT_API_KEY` | yes | CRM read/write (kill-switched on writes) |\n| `BREVO_API_KEY` | yes | Email send (double-kill-switched) |\n| `META_SYSTEM_USER_TOKEN` | optional | Meta ads + page management |\n| `KIE_AI_API_KEY` | optional | AI image / video / audio generation |\n| `GOOGLE_MAPS_API_KEY` | optional | Company location enrichment |\n| `YOUTUBE_API_KEY` | optional | Niche research |\n| `GOOGLE_ADS_DEVELOPER_TOKEN` + `_ACCESS_TOKEN` + `_CUSTOMER_ID` | optional | Oracle agent (Google Ads reads) |\n| `MCP_API_KEY` | optional (auto if omitted) | Agency-os MCP server bearer auth |\n| `SENTRY_DSN` | optional | Error tracking |\n| `OTEL_EXPORTER_OTLP_ENDPOINT` | optional | Distributed tracing |\n\nAll sensitive keys land in your **OS keychain** via Claude Code's `userConfig` mechanism — never in code, never on agency-os infrastructure (there is no agency-os infrastructure to send them to).\n\n---\n\n## What this is NOT\n\n- **Not a SaaS.** No backend, no shared DB, no multi-tenant infra. Each install is a single-process plugin running on the operator's machine.\n- **Not a CRM.** It uses HubSpot (or a swappable equivalent). It does not store the contact list itself.\n- **Not a hosted email service.** It uses Brevo. The send happens on Brevo's infra under the customer's account.\n- **Not a closed black box.** The methodology, the prompts, the agents, the schemas — all are in this repo, all are MIT-licensed, all are forkable.\n\n---\n\n## Status (2026-04-22)\n\n- **Engineering:** Phase 4 observability complete. Phase 5 plugin installer complete. Phase 6 project template + contract test complete. Phase 7 Claude Code audit hooks complete. 430 tests, CI + Security green on every push.\n- **Phase 8 (you are here):** documentation pass.\n- **Phase 9 next:** internal validation — install on a clean machine, run the full pipeline against sandbox accounts, fix every gap.\n- **Phase 10:** first paying client (closed beta).\n- **Phase 11:** public launch — pricing, ToS, billing, landing page.\n\nSee [`SECURITY.md §5`](./SECURITY.md#5-what-is-not-yet-shipped-roadmap) for the four remaining engineering Roadmap items (all Phase 12.5 enterprise-tier).\n\n---\n\n## Documentation\n\n- [`SECURITY.md`](./SECURITY.md) — threat model, defenses, vulnerability disclosure\n- [`docs/architecture.md`](./docs/architecture.md) — the seven layers in depth\n- [`docs/install.md`](./docs/install.md) — install guide\n- [`docs/byok.md`](./docs/byok.md) — per-service credential setup\n- [`docs/worked-example.md`](./docs/worked-example.md) — full lead lifecycle\n- [`docs/troubleshooting.md`](./docs/troubleshooting.md) — known failure modes + fixes\n- [`docs/faq.md`](./docs/faq.md) — common questions\n- [`docs/validation.md`](./docs/validation.md) — Phase 9 internal validation playbook (`pnpm validate`)\n- [`docs/pricing.md`](./docs/pricing.md) — Phase 11 pricing tier draft (working document, not a public commitment)\n- [`CHANGELOG.md`](./CHANGELOG.md) — release notes\n- [`VERSIONING.md`](./VERSIONING.md) — SemVer + plugin pinning policy\n- [`OPERATIONS.md`](./OPERATIONS.md) — rollback runbook + secret rotation procedure\n- [`CONTRIBUTING.md`](./CONTRIBUTING.md) — engineering practices, PR workflow\n\n---\n\n## Contributing\n\nEngineering practices in [`CONTRIBUTING.md`](./CONTRIBUTING.md). In short: branch protection on `main`, every PR runs typecheck + lint + build + test + secret scan, no merge without green CI, conventional commits, SemVer, Renovate auto-PRs for dep updates.\n\nBug reports: GitHub Issues. Vulnerability reports: please **email** rather than open a public issue — see [`SECURITY.md §7`](./SECURITY.md#7-vulnerability-disclosure).\n\n---\n\n## License\n\nMIT. See [`LICENSE`](./LICENSE).\n\n---\n\n## Repository\n\n[github.com/dalistovision/agency-os](https://github.com/dalistovision/agency-os) (currently private; opens up around Phase 11 launch.)\n","readmeFilename":"README.md"}