feat: multi-instance support — agent_name and user_name configurable

All hardcoded "Inara"/"Scott" strings replaced with settings.agent_name
and settings.user_name, read from .env at startup:

- config.py: AGENT_NAME and USER_NAME settings (defaults: Inara / Scott)
- llm_client.py: conversation labels in prompt builder
- session_logger.py: **Name:** labels in session log markdown
- memory_distiller.py: distillation system prompts (mid + long)
- routers/nextcloud_talk.py: @mention prefix strip
- routers/google_chat.py: greeting message

Second instance scaffolding:
- holly/: identity directory with placeholder files (USER_NAME=Holly,
  AGENT_NAME to be chosen by Holly)
- cortex/.env.holly: config for Holly's instance on port 8001
- cortex-holly.service: systemd unit for the second instance

No behavioural change to the Inara/Scott instance — defaults unchanged.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

.env.default

@@ -1,6 +1,13 @@
 # Cortex .env reference — copy to .env and fill in values
 # DO NOT commit .env — it contains secrets
 
+# ── Agent identity ───────────────────────────────────────────────────────────
+# Each running instance has its own identity directory and name.
+# For a second instance (e.g. Holly), copy this file, change these values,
+# set a different PORT and INARA_DIR, and run a separate systemd unit.
+AGENT_NAME=Inara
+USER_NAME=Scott
+
 # ── Server ──────────────────────────────────────────────────────────────────
 HOST=0.0.0.0
 PORT=8000

cortex-holly.service

@@ -0,0 +1,15 @@
+[Unit]
+Description=Cortex / Holly LLM Gateway
+After=network.target
+
+[Service]
+Type=simple
+User=scott
+WorkingDirectory=/home/scott/agents_sync/projects/Cortex_and_Inara_dev/cortex
+EnvironmentFile=/home/scott/agents_sync/projects/Cortex_and_Inara_dev/cortex/.env.holly
+ExecStart=/home/scott/agents_sync/projects/Cortex_and_Inara_dev/cortex/.venv/bin/uvicorn main:app --host 0.0.0.0 --port 8001
+Restart=on-failure
+RestartSec=5
+
+[Install]
+WantedBy=multi-user.target

cortex/.env.holly

@@ -0,0 +1,36 @@
+# Holly instance .env
+# Copy secrets from cortex/.env (API keys, NC Talk secret etc.)
+# then customise the identity settings below.
+
+# TODO: Set AGENT_NAME to whatever name Holly chooses for her agent
+AGENT_NAME=TBD
+USER_NAME=Holly
+
+PORT=8001
+HOST=0.0.0.0
+
+INARA_DIR=/home/scott/agents_sync/projects/Cortex_and_Inara_dev/holly
+SESSIONS_DIR=/home/scott/agents_sync/projects/Cortex_and_Inara_dev/holly/sessions
+
+DEFAULT_MODEL=claude-sonnet-4-6
+DEFAULT_TIER=2
+
+# ── Copy these from cortex/.env ──────────────────────────────────────────────
+GEMINI_API_KEY=
+AE_API_URL=https://dev-api.oneskyit.com
+AE_API_KEY=
+AE_ACCOUNT_ID=
+
+NEXTCLOUD_URL=https://cloud.dgrzone.com
+NEXTCLOUD_TALK_BOT_SECRET=
+
+# Per-backend timeouts
+TIMEOUT_CLAUDE=60
+TIMEOUT_GEMINI=120
+TIMEOUT_LOCAL=300
+
+SCHEDULER_TIMEZONE=America/New_York
+AUTO_DISTILL=true
+AUTO_DISTILL_SHORT=true
+AUTO_DISTILL_MID=true
+AUTO_DISTILL_LONG=false

cortex/config.py

@@ -22,6 +22,11 @@ class Settings(BaseSettings):
     ae_account_id: str = ""       # x-account-id header
     ae_api_timeout: int = 15      # per-request timeout in seconds
 
+    # Agent identity — used in prompts, session logs, and memory distillation
+    # Override in .env for each instance (e.g. AGENT_NAME=Holly, USER_NAME=Holly)
+    agent_name: str = "Inara"
+    user_name: str = "Scott"
+
     inara_dir: Path = Path("../inara")
     sessions_dir: Path = Path("./data/sessions")
     default_model: str = "claude-sonnet-4-6"

cortex/llm_client.py

@@ -193,7 +193,7 @@ def _build_conversation(messages: list[dict]) -> str:
     if prior:
         history_lines = []
         for msg in prior:
-            label = "Scott" if msg["role"] == "user" else "Inara"
+            label = settings.user_name if msg["role"] == "user" else settings.agent_name
             history_lines.append(f"{label}: {msg['content']}")
         parts.append("<conversation>\n" + "\n\n".join(history_lines) + "\n</conversation>")
     parts.append(messages[-1]["content"] if messages else "")

cortex/memory_distiller.py

@@ -87,12 +87,12 @@ async def distill_mid() -> dict:
 
     budget_tokens = settings.memory_budget_mid
     system_prompt = (
-        "You are Inara's memory distillation system. "
+        f"You are {settings.agent_name}'s memory distillation system. "
         "Summarize the following recent session logs into a concise mid-term memory digest. "
         f"Target length: under {budget_tokens} tokens. "
         "Focus on: recurring themes, important decisions made, ongoing projects, "
-        "Scott's current state and priorities, and anything that should persist into future sessions. "
-        "Write in first person as Inara (e.g. 'Scott and I worked on...'). "
+        f"{settings.user_name}'s current state and priorities, and anything that should persist into future sessions. "
+        f"Write in first person as {settings.agent_name} (e.g. '{settings.user_name} and I worked on...'). "
         "Use markdown headings. Be specific and concrete — no filler."
     )
 
@@ -132,7 +132,7 @@ async def distill_long() -> dict:
 
     budget_tokens = settings.memory_budget_long
     system_prompt = (
-        "You are Inara's long-term memory curator. "
+        f"You are {settings.agent_name}'s long-term memory curator. "
         "You will receive the current long-term memory and a recent mid-term digest. "
         f"Integrate the new information into the long-term memory. Target: under {budget_tokens} tokens. "
         "Rules: preserve important historical facts; update or replace stale information; "
@@ -154,7 +154,7 @@ async def distill_long() -> dict:
     now = datetime.now().strftime("%Y-%m-%d %H:%M")
     if not response_text.lstrip().startswith("# MEMORY_LONG"):
         response_text = (
-            f"# MEMORY_LONG.md — Inara Long-Term Memory\n\n"
+            f"# MEMORY_LONG.md — {settings.agent_name} Long-Term Memory\n\n"
             f"*Last distilled: {now} via {backend}.*\n\n---\n\n"
             + response_text
         )

cortex/routers/google_chat.py

@@ -18,9 +18,9 @@ async def receive(request: Request):
 
     if event_type == "ADDED_TO_SPACE":
         space_type = body.get("space", {}).get("type", "")
-        greeting = "✨ Hello! I'm Inara. Send me a message and I'll do my best to help."
+        greeting = f"✨ Hello! I'm {settings.agent_name}. Send me a message and I'll do my best to help."
         if space_type == "DM":
-            greeting = "✨ Hello! I'm Inara. What can I help you with?"
+            greeting = f"✨ Hello! I'm {settings.agent_name}. What can I help you with?"
         return {"text": greeting}
 
     if event_type == "REMOVED_FROM_SPACE":

cortex/routers/nextcloud_talk.py

@@ -158,8 +158,9 @@ async def nextcloud_talk_webhook(request: Request, background_tasks: BackgroundT
     except (json.JSONDecodeError, AttributeError):
         user_text = (obj.get("name") or obj.get("content", "")).strip()
 
-    if user_text.lower().startswith("@inara"):
-        user_text = user_text[6:].strip()
+    mention_prefix = f"@{settings.agent_name.lower()}"
+    if user_text.lower().startswith(mention_prefix):
+        user_text = user_text[len(mention_prefix):].strip()
 
     if not user_text:
         return Response(status_code=200)

cortex/session_logger.py

@@ -17,6 +17,6 @@ def log_turn(session_id: str, user_msg: str, assistant_msg: str) -> None:
             f.write(f"# Session Log — {today}\n")
         f.write(
             f"\n### [{timestamp}] `{session_id}`\n"
-            f"**Scott:** {user_msg}\n\n"
-            f"**Inara:** {assistant_msg}\n"
+            f"**{settings.user_name}:** {user_msg}\n\n"
+            f"**{settings.agent_name}:** {assistant_msg}\n"
         )

holly/IDENTITY.md

@@ -0,0 +1,8 @@
+# [Agent Name TBD] — Identity
+
+**Name:** [Choose a name]
+**Role:** Personal AI assistant
+**User:** Holly
+
+*Choose a name and define this agent's identity, backstory, and how she
+introduces herself. Then update AGENT_NAME in cortex/.env.holly to match.*

holly/MEMORY_LONG.md

@@ -0,0 +1,3 @@
+# MEMORY_LONG.md — [Agent Name TBD] Long-Term Memory
+
+*Not yet populated — will be auto-generated after distillation runs.*

holly/MEMORY_MID.md

@@ -0,0 +1,3 @@
+# MEMORY_MID.md — [Agent Name TBD] Mid-Term Memory
+
+*Not yet populated.*

holly/MEMORY_SHORT.md

@@ -0,0 +1,3 @@
+# MEMORY_SHORT.md — [Agent Name TBD] Recent Session Digest
+
+*Not yet populated.*

holly/PROTOCOLS.md

@@ -0,0 +1,7 @@
+# [Agent Name TBD] — Protocols
+
+*Define Holly's behavioural rules, response style, and any constraints here.*
+
+---
+
+**Placeholder** — fill this in before starting Holly's instance.

holly/SOUL.md

@@ -0,0 +1,8 @@
+# [Agent Name TBD] — Soul & Values
+
+*Define Holly's personality, values, communication style, and what makes her
+distinct from other AI assistants here.*
+
+---
+
+**Placeholder** — fill this in before starting Holly's instance.

holly/USER.md

@@ -0,0 +1,8 @@
+# User Profile — Holly
+
+*Document Holly's preferences, interests, and context here so the agent
+can personalise responses over time.*
+
+---
+
+**Placeholder** — fill this in before starting Holly's instance.