Scott Idem cec6d3e23a docs: update README for current state
- .env location: cortex/.env + cortex/.env.example (not project root)
- Webhook endpoints: per-user /webhook/nextcloud/{username} and /channels/google-chat/{username}
- Personas table: added brian/wintermute and scott/developer
- Docs table: added GOOGLE_CHAT_BOT.md, cortex/static/HELP.md
- Channels section: per-user webhook note + links to setup docs
- User management: added google-add command and channels.json note
- Removed stale Inara/Tina-only framing

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-29 21:42:11 -04:00

Cortex / Inara — Project Root

Owner: Scott Idem (One Sky IT / Danger Zone) Started: 2026-03-04 Status: Active development

"You can't stop the signal."

Cortex is a self-hosted multi-agent AI platform. It supports multiple users, each with their own named AI persona.


Quick Orientation

Directory What it is
cortex/ FastAPI service — dispatcher, routing, LLM backends, session management
home/ User and persona data (home/{username}/persona/{name}/)
docs/ Integration reference docs (NC Talk bot, Google Chat bot)
documentation/ Architecture decisions, project plans, agent task lists

Multi-User Layout

Persona data lives in a two-level tree modelled on Linux home directories:

home/
  scott/
    persona/
      inara/       ← IDENTITY.md, SOUL.md, MEMORY_*.md, sessions/, TASKS.json, …
  holly/
    persona/
      tina/
  [username]/
    persona/
      [name]/

Each HTTP request includes user and persona fields. The service validates both against the home/ tree before routing. ContextVars ensure per-request isolation in async code.

Naming rules (same as Linux usernames): lowercase letters, digits, _, -; must start with a letter or underscore; max 32 characters. Example: scott, holly, my_ai-v2.


Running Cortex

Cortex runs as a systemd user service (no sudo required).

# Start / stop / restart
systemctl --user start cortex
systemctl --user stop cortex
systemctl --user restart cortex

# Status and logs
systemctl --user status cortex
journalctl --user -u cortex -f

# Web UI
http://localhost:8000   (or cortex.dgrzone.com on WireGuard)

The service starts automatically at boot via loginctl enable-linger. Service file: ~/.config/systemd/user/cortex.service

Config lives in cortex/config.py and cortex/.env (not tracked — see cortex/.env.example).


Key Documentation

File Purpose
documentation/TODO__Agents.md Active task list — read first
documentation/ARCH__Intelligence_Layer.md Intelligence layer architecture (orchestrator, dev agents, knowledge)
docs/NEXTCLOUD_TALK_BOT.md NC Talk bot setup and troubleshooting
docs/GOOGLE_CHAT_BOT.md Google Chat Add-on setup and troubleshooting
cortex/static/HELP.md Shared in-app help content (rendered in UI for all users)
home/scott/persona/inara/PROTOCOLS.md Inara behavioral protocols (template for all personas)
~/agents_sync/projects/CORTEX.md High-level project vision and phases

Architecture at a Glance

[User / Cron / Webhook]
        ↓
  Cortex Dispatcher  (FastAPI, cortex/)
    ├─ POST /chat                          — direct to LLM (streaming SSE)
    ├─ POST /orchestrate                   — Gemini tool loop → Claude response
    ├─ POST /webhook/nextcloud/{username}  — Nextcloud Talk bot (per-user)
    └─ POST /channels/google-chat/{username} — Google Chat Add-on (per-user)
        ↓
  LLM Backend(s)
  • Claude CLI   — primary reasoning, coding, long-context
  • Gemini CLI   — secondary / cost routing
  • Gemini API   — orchestrator tool loop (separate from Gemini CLI)
  • Ollama       — offline/private (scott_gaming, future)
        ↓
  Persona context loaded from home/{user}/persona/{name}/

See documentation/ARCH__Intelligence_Layer.md for the orchestrator/responder and dev-agent architecture.


Personas

Each persona has its own identity, memory, and session history. They are not tied to a specific LLM model — the name is fixed, the backend varies. Context is loaded at request time from home/{user}/persona/{name}/ via cortex/context_loader.py.

User Persona Description
scott inara Scott's primary AI assistant
scott developer Scott's dev-focused persona
holly tina Holly's primary AI assistant
brian wintermute Brian's primary AI assistant

Channels

Webhook endpoints are per-user — each user configures their own secrets in home/{username}/channels.json.

Channel Status Endpoint
Web UI Live https://cortex.dgrzone.com — session auth (login form + JWT cookie)
Nextcloud Talk Live POST /webhook/nextcloud/{username} — HMAC-signed, async reply
Google Chat Live POST /channels/google-chat/{username} — Workspace Add-on, JWT auth

See docs/NEXTCLOUD_TALK_BOT.md and docs/GOOGLE_CHAT_BOT.md for setup instructions.


User Management

cd cortex

# Create a user directory and send an invite email
.venv/bin/python manage_passwords.py invite <username> <email>

# Register a Google account for sign-in (run after user completes onboarding)
.venv/bin/python manage_passwords.py google-add <username> <email>

# List users with password, Google, and email status
.venv/bin/python manage_passwords.py list

# Set/check a password directly
.venv/bin/python manage_passwords.py set <username>
.venv/bin/python manage_passwords.py check <username>

New users receive a link to /setup/{token} where they set their own password and create their first persona. Invite tokens expire in 72 hours and are one-time-use.

To enable a channel for a user, create home/{username}/channels.json — see the relevant doc in docs/.


Testing

cd cortex
.venv/bin/python -m pytest tests/ -q

80 tests covering API endpoints, persona routing, tool functions, and security.


Project Path
Aether Platform API ~/OSIT_dev/aether_api_fastapi/
Aether Frontend ~/OSIT_dev/aether_app_sveltekit/
Fleet coordination ~/agents_sync/
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