Personal Agent Toolkit

17 new agents installed in your personal workspace — plus build plans for NHDPM email triage and a personal financial command center.

Scoped to personal/.claude/agents/ so they never load when you're working in the SGA repo. Below: each agent at a glance, plus two custom proposals for the gaps off-the-shelf agents couldn't fill.

17 agents installed
144K total
3 source repos audited (292 candidates)
2 build proposals
Section 01

Agent Toolkit Overview

17 agents organized into four capability domains. Each card shows what it does, when to reach for it, and what it pairs with from your existing kit. Models — opus for deep reasoning, sonnet for general work, haiku for cheap & fast.

⚙

Agentic Orchestration

7 agents · biggest gap-filler · pairs with pairing-engine, MI6, Tessera
multi-agent-coordinator
opus
Orchestrates concurrent agents — handles inter-agent communication, dependency graphs, state sync, deadlock prevention, and fault tolerance across distributed workflows.
Use whenCoordinating multiple agents running in parallel on a long pipeline with shared state. Pairs withorchestrator-agent, workflow-chains
agent-organizer
sonnet
Assembles optimal multi-agent teams by decomposing tasks, mapping agent capabilities, and assigning roles based on skill fit and workload.
Use whenStarting a complex project and unsure which agents from your kit to deploy. Pairs withpairing-engine, orchestrator-agent
workflow-orchestrator
opus
Designs and executes complex business process workflows with state management, transitions, error boundaries, compensation logic, and audit trails.
Use whenModeling a multi-step business process with rollback, retries, and state persistence. Pairs withworkflow-chains, sga-content-engine-builder
context-manager
sonnet
Maintains shared state and metadata across distributed agents — schema design, retrieval optimization, sync protocols, and access control.
Use whenMultiple agents need fast consistent access to shared project context or memory. Pairs withMI6 vault, Obsidian
task-distributor
haiku
Distributes work across agents or workers using priority scheduling, load balancing, queue management, and SLA enforcement to maximize throughput.
Use whenDispatching many similar tasks across a worker pool with deadlines and priorities. Pairs withorchestrator-agent, workflow-chains
error-coordinator
sonnet
Handles distributed system errors — aggregates failures, correlates root cause, prevents cascades via circuit breakers, and orchestrates automated recovery.
Use whenA multi-service pipeline keeps failing and you need coordinated recovery, not point fixes. Pairs withCoolify VPS ops, multi-agent-coordinator
knowledge-synthesizer
sonnet
Mines agent interaction history to extract patterns, surface best practices, and turn collective experience into reusable organizational knowledge.
Use whenReviewing past sessions to harvest patterns into new skills or playbooks. Pairs withknowledge-to-skill, MI6 vault
📊

Data Analysis

5 agents · domain-neutral · pairs with Power BI, Gen4 CDM, dental-intel-bridge
data-analyst
haiku
Business intelligence analyst — SQL optimization, KPI definition, dashboards, statistical analysis, and translating data into stakeholder-ready insights.
Use whenYou need a fast SQL query, KPI breakdown, or dashboard spec from raw data. Pairs withPower BI bridge, drillable-dashboard
data-scientist
sonnet
Builds predictive models and runs rigorous statistical analysis — exploratory analysis, hypothesis testing, ML, feature engineering, and causal inference.
Use whenYou need a forecast, A/B test design, or model behind an SGA scorecard metric. Pairs withfinance-financial-planning-analysis, Power BI bridge
data-engineer
sonnet
Builds and optimizes data pipelines — ETL/ELT, lake/warehouse design, stream processing, orchestration, and data quality at scale.
Use whenDesigning or fixing a pipeline feeding the Gen4 CDM, VPS bridge, or warehouse. Pairs withsga-architect, Power BI bridge
data-researcher
sonnet
Discovers and validates data from APIs, web sources, and public datasets — handles collection, cleaning, quality checks, and source documentation.
Use whenYou need to find and vet external benchmark or competitive datasets fast. Pairs withcompetitive-analyst, marketing-AEO-strategist
pandas-expert
sonnet
Python pandas specialist — DataFrame manipulation, vectorized ops, merging, time series, and memory-efficient transformations for analysis pipelines.
Use whenWrangling CSVs, NexHealth exports, or labor data into clean tidy frames. Pairs withDental Intel bridge, Power BI exports
🏗

Software Design

4 agents · architectural depth · pairs with sga-architect, sga-api-builder
microservices-architect
opus
Designs distributed systems — service boundaries, communication patterns, resilience, data per service, Kubernetes, service mesh, and chaos testing.
Use whenDecomposing the SGA platform monolith or designing a new asset-registry-style service. Pairs withsga-architect, sga-api-builder
graphql-architect
opus
Designs GraphQL schemas and federation across services — type modeling, DataLoader, query optimization, subscriptions, and Apollo Federation 2.5+.
Use whenUnifying multiple SGA services behind a single GraphQL gateway for the UI. Pairs withsga-api-builder, sga-architect
api-designer
sonnet
Designs REST and GraphQL APIs — OpenAPI specs, versioning, auth patterns, pagination, error contracts, and developer-experience-focused conventions.
Use whenSpec'ing a new asset-registry endpoint or refactoring an inconsistent API surface. Pairs withsga-api-builder, fastify-best-practices
cloud-architect
opus
Designs AWS/Azure/GCP infrastructure — Well-Architected reviews, multi-region resilience, cost optimization, IaC, security, and migration strategy.
Use whenPlanning AWS RDS/MSK/S3 layout for SGA platform or evaluating cloud cost. Pairs withsga-architect, aws-s3-cloudfront
🎯

Competitive Intelligence

1 agent · domain-neutral · for Tessera client work
competitive-analyst
sonnet
Analyzes direct and indirect competitors — intelligence gathering, business model teardowns, benchmarking, positioning, and strategic recommendations.
Use whenSizing up DSO competitors or running a competitive scan for a Tessera client. Pairs withdso-competitive-intelligence, marketing-strategist
Section 02 · Build Proposal

NHDPM Office 365 Inbox Triage

No off-the-shelf agent fit this — every "email" agent in the awesome-claude-code repos was an enterprise marketing tool. This is the gap-filler proposal: a Microsoft Graph API + scheduled triage script that delivers a daily inbox brief and pre-drafts replies into your Outlook.

📨 NHDPM Triage System

Effort
1 day build · 30min setup
Stack
Graph API · Node · Task Scheduler
Output
HTML brief + Outlook drafts

Why this stack

  • Microsoft Graph API — official Office 365 API (replaces legacy Exchange Web Services), supports mail, calendar, drafts, search, categories.
  • Delegated OAuth — you sign in once, refresh token persists. No IT admin approval needed for personal-scope permissions like Mail.ReadWrite.
  • Outlook drafts — Claude pre-writes replies as actual Outlook drafts. You review/edit/send from your normal Outlook UI. Nothing sent without you.
  • Existing infra reuse — runs on Task Scheduler alongside vault-sync and the weekly output report. No new daemons, no VPS dependency.

Architecture

Hourly Trigger (Task Scheduler · 8am–6pm CT weekdays)
    │
    ▼
Triage Script (Node.js)
    │  uses @azure/msal-node for OAuth refresh token
    ▼
Microsoft Graph API (NHDPM mailbox)
    │  pulls unread + last 24h read
    ▼
Claude Classifier (Opus 4.7)
    │  classifies each message + drafts reply where needed
    ▼
Output Pipeline
    ├─ Outlook drafts created via Graph API (replies pre-written)
    ├─ Categories applied (urgent/action/FYI/archive) on the Outlook items
    ├─ HTML triage brief deployed to sga-nhdpm-inbox.pages.dev
    └─ Markdown log appended to obsidian-vault/Inbox/

Categories Claude assigns

🔴 Urgent
Needs response in <2 hours. Surfaces at top of brief.
🟡 Action Required
Needs response or action this week. Drafted reply waiting.
🟢 FYI
Read & archive. Auto-summarized in brief.
📅 Calendar/Scheduling
Meeting requests, conflicts. Cross-checks calendar.
📎 Vendor Invoice
Forwards to Personal Finance Coach for tracking.
🚫 Auto-archive
Newsletters, automated notifications.
❓ Unclear
Flagged for manual review.

Setup checklist

One-time setup
  1. App registration in Azure Portal (Entra ID) for NHDPM tenant — name "Inbox Triage"
  2. Permissions: Mail.ReadWrite + Mail.Send + Calendars.Read (delegated)
  3. Initial OAuth flow — visit consent URL, capture refresh token to personal/.env
  4. Install: npm i @azure/msal-node @microsoft/microsoft-graph-client
  5. Schedule: Task Scheduler hourly 8am–6pm CT weekdays
  6. First run: classify last 24h emails as backfill
Risk: If NHDPM tenant has Conditional Access policies blocking 3rd-party app access, IT involvement may be needed. Refresh tokens expire after 90 days of inactivity — script needs re-auth annually.

Phase 2 — MCP wrapper

After Phase 1 is stable (week 2), wrap the Graph API as an MCP server so Claude Code can interact with NHDPM inbox during sessions — "did Karen email about the bonus plan?", "draft a reply to Sarah about scheduling". Effort: +1 day.

Why this matters: NHDPM is where you have the highest email volume and lowest reply latency tolerance. Even a 30% reduction in inbox-processing time pays for the build effort in the first week.
Section 03 · Build Proposal

Personal Financial Command Center

Not budgeting — financial management. Consolidate every account into proper financial statements (Balance Sheet, P&L, Cash Flow). Track outstanding bills from companies. Detect overdue payments before they hit. Daily action briefing on what needs attention.

💼 Personal Finance Coach

Effort
3-4 day MVP · 1 week prod
Stack
Plaid · SQLite · Claude classifier
Output
Local statements + bill alerts

The actual goal

You don't need another budgeting app. You need treasury management for one — what every household with multiple accounts, recurring obligations, and meaningful net worth eventually wants but never builds.

  • Every checking, savings, brokerage, retirement, credit card, and loan in one consolidated view
  • Real financial statements — balance sheet, income statement, cash flow — not pie charts
  • Bill tracking — what's due, what's overdue, what's been paid, what's recurring
  • Daily action briefing — what to pay this week, what changed in net worth, what to watch

Architecture

Plaid Link UI (one-time setup per institution)
    │
    ▼
Encrypted token storage (Windows DPAPI · keytar)
    │
    ▼
Daily Sync Job (Task Scheduler · 5am CT)
    ├─ Plaid /transactions/sync       — incremental
    ├─ Plaid /accounts/balance/get    — current balances
    ├─ Plaid /liabilities/get         — bills, due dates, min payments
    └─ Plaid /investments/holdings    — positions + values
    │
    ▼
SQLite Local DB (NEVER deployed · personal/finance-coach/db/)
    │
    ▼
Claude Classifier (Sonnet 4.6)
    │  accounting-grade categorization
    ▼
Statement Generator (Opus 4.7 · monthly)
    ├─ Balance Sheet (net worth · by account type · 12mo trend)
    ├─ Income Statement (P&L · category breakdowns)
    ├─ Cash Flow Statement
    └─ Liabilities Aging (bills due 0/7/14/30 days)
    │
    ▼
Local HTML Dashboard (file:// · NEVER on Cloudflare)
    ├─ Tab: Net Worth
    ├─ Tab: Income & Expenses
    ├─ Tab: Bills Due (calendar + alerts)
    ├─ Tab: Investments
    └─ Tab: Daily Action Briefing

Bill tracking — the hard part done right

  • Plaid Liabilities — surfaces credit cards, mortgage, student loans, auto loans with due dates & minimums automatically
  • Recurring detection — Claude reads transaction history, identifies utilities, subscriptions, regular vendor payments
  • Vendor invoices via email — the NHDPM Email Triage agent forwards "Vendor Invoice" classified messages here. Claude parses due date + amount, adds to bill calendar
  • Daily check — what's due in next 7 days, what's overdue, what was paid late this cycle

Accounting categories

Assets
Checking · Savings · Brokerage · Retirement · Real Estate · Crypto · Other
Liabilities
Credit Cards · Mortgage · Auto Loan · Student Loans · Other Debt
Income
Salary · Distributions · Investment Income · Side Income · Other
Expenses
Housing · Transportation · Food · Healthcare · Insurance · Utilities · Subscriptions · Discretionary · Travel · Children · Other

Setup checklist

One-time setup
  1. Plaid developer account ($0 — sandbox + dev tier free, prod requires app review when ready)
  2. Local Plaid Link UI (single HTML page, signs you into each institution)
  3. Encrypted token storage via Windows DPAPI or keytar
  4. SQLite schema: accounts / transactions / holdings / liabilities / categories
  5. Daily sync script + statement generator
  6. Local HTML dashboard at personal/finance-coach/dashboard/index.html (file://)

Privacy stance

  • All financial data stays in personal/finance-coach/db/finance.sqlite (gitignored)
  • HTML dashboard runs from file:// URL — never deployed to Cloudflare
  • No third-party services beyond Plaid (whose auth is OAuth — credentials never touch local code)
  • Backup strategy: encrypted local backup, no cloud sync

Phase 2 enhancements

  • Monthly statement PDF generation (for tax prep / accountant handoff)
  • Year-end tax export (categorized 1040-ready)
  • Investment performance vs benchmarks (SPY, BND)
  • Net worth target tracking with trajectory projection
  • Bill payment automation hooks (where supported by Plaid Transfer)
Integration with Email Triage: Vendor invoices arriving in NHDPM get classified by the email agent and forwarded to Finance Coach for parsing. That's the connection point that turns two single-purpose tools into a real ops system.
Section 04 · Reference Material

Agentic Workflow Patterns Library

Cloned for study, not installed. Worth reading before building either of the proposals above — the orchestration patterns here directly inform how the Email Triage and Finance Coach agents should coordinate.

Location: personal/.tmp/agent-audit/agentic-workflow-patterns/

Source: ThibautMelen/agentic-workflow-patterns — curated patterns derived from Anthropic's documentation.

Top-level structure

  • agents/ — reference agent implementations
  • foundations/ — core concepts (single-agent loops, tool use, prompt design)
  • guides/ — step-by-step build guides
  • implementation/ — working code examples
  • reference/ — pattern catalog
  • workflows/ — multi-step workflow recipes

Patterns most relevant to your kit

  • Master-Clone Architecture — could level up pairing-engine by formalizing how the orchestrator clones itself for parallel work
  • Subagent Orchestration — direct upgrade path for workflow-chains
  • Parallel Tool Calling — already used in fan-out, but the formal pattern catalog is worth absorbing
  • Wizard Workflows — could shape the Plaid Link onboarding for Finance Coach
  • Progressive Skills — informs how Email Triage learns over time which categories you actually act on