Workshop · Session 3 of 6 · Thursday, October 8 · 12 PM ET

The Agent-Native Agency · Give your agency one shared brain

Give Keymaker a brain: install Cornelius.

Today we install Cornelius, our open-source second brain, from the Trinity Library into your own GitHub repo, look at how it stores and finds knowledge, and connect it to the Keymaker agents.

Cornelius v10.26 · open source, MIT Trinity v0.9.5 about a thousand notes, pre-seeded
You leave withyour own Cornelius running, in your GitHub account
anda lesson extracted, graduated and endorsed, by you
andthree desks and a notes bot that ask the brain

01 · Today

Today, in order.

  1. Ten words

    The vocabulary for the hour, one line each.

    story
  2. Trinity, running Ability AI

    The brain in our org chart. Who asks it, what it may not do.

    demo
  3. Where we left off

    Keymaker after session 2, and the gap.

    demo
  4. How the pieces fit

    People, canon, library, brain, agents, platform. Three flows.

    story
  5. Create your own Cornelius

    The card, your repo, your token, one command, the first question.

    live
  6. Inside the mind

    What lives in it. How knowledge gets in. How an answer comes out.

    story
  7. The agents at work

    One lesson travelling from Delivery, through a person, to Sales.

    live
  8. Between sessions, next time

    The loops, in one paragraph. The orchestrator on October 15.

    next

02 · Ten words

Ten words we will use.

Second brain

One place a company's knowledge accumulates and stays, that agents and people consult for judgment. Cornelius is ours.

Zettelkasten

A filing method: one idea per note, every note linked, maps on top. Structure is the links, not the folders.

Atomic note

One idea, in the owner's words, with a title you could say out loud. "Price the approval chain, not the feature list."

Insight

A piece of original thinking worth keeping: a lesson, a pattern, a theory, a contrarian view. What the extractor hunts for.

Lens

A standing reading rule: when you see X, weight Y differently, because Z. Expires unless re-confirmed.

Provenance

Who authored the thinking: you, something you read, the AI, or a dated record. One field on every note.

Endorsement gate

The one act only a person can take: promoting a note into the agency's own view. Everything else is a draft.

Canon

What the agency has decided: prices, offers, roles, objectives. A status, not a probability. Agents read it; people write it.

Library · playbook

The procedures: skills every copy of the agency runs the same way. /recall, /advise, /extract-insights are playbooks.

Reference record

A dated fact about a person, company or engagement, no opinion attached. Lives next to the insights so a client can be linked to a lesson.

03 · Trinity, running Ability AIlive demo

How the brain sits in our own system.

  1. Dashboard → the org chartthe chief of staff and the second brain above the departments
  2. The brain's agent pageits repo, its schedules, who may call it
  3. Brain tabthe orb: thousands of notes and the edges between them, live
  4. A multi-agent chat with the brain in itthe departments do the work; the brain says what we learned last time
  5. Permissionswhich agents may ask it; it never commands any of them

One brain per company

The desks keep their own files; the company keeps one place where lessons and judgment live.

Consulted, never obeyed

It advises with its sources. Decisions still travel the org chart, through the gates, to a person.

Humans hold the core

It reads, connects and reasons on its own. Nothing enters the endorsed core without a person saying so.

Agents talk to each other only when they need judgment. Facts come from files.the rule from the kickoff - today it gets the agent that holds the judgment

04 · Where we left offlive demo

Keymaker after session 2: four agents, no shared memory.

What exists

Sales runs a pipeline from a file and refuses to send or discount. Delivery scores client health. Marketing plans content, hands over leads. The notes bot turns transcripts into notes. All four tagged keymaker, allowed to call each other.

What is missing

A deal closes, a project slips, a call changes what we know about a client, a post-mortem names a lesson. All of it stays in the chat where it happened, or in one desk's file no other desk reads.

What today adds

One place the agency's experience accumulates: lessons from the work, the agency's point of view, dated facts about the people it works with. Every desk can ask it. A person decides what goes in.

  1. Dashboard → the Keymaker systemfour agents, one tag
  2. Keymaker Sales → PermissionsDelivery, Marketing, the notes bot. No brain yet
  3. Workspace → Delivery"what did we learn on Harbor & Vale?" Nothing. The post-mortem is a file it has not read

05 · How the pieces fit

How the pieces fit together.

Why the discipline exists: stale data for a person is a bad judgment. Stale data for an agent is a bad action. So every piece of knowledge has one home, one owner, a date, and a gate.

Peopleown the agency, hold the consequences, endorse what is true Canonwhat the agency currently believes to be true and has decidedprices · offers · roles · objectives · protocols · owners Libraryprocedures: skills and playbooks, the same in every copy The brain · Corneliuslessons, perspective, judgment, dated records of clientsreads the canon, never writes it · proposes, a person endorses Agents · the desksSales · Delivery · Marketing · the notes bot: the work Trinitythe platform: containers, permissions, schedules, gates DECISIONS ANDOBJECTIVES DOWN people decide,canon records,every agentreads it first FACTS UP state, numbers,what happened,with date and source LESSONS VIA THE BRAIN the desks send what they learned;the brain proposes, a person endorses;a lesson can become a procedureor a decision, never on its own EVERY CROSSING UPWARD IS A HUMAN PEN OR A HUMAN GATE
decisions and objectives downfacts uplessons through the brain

The canon holds what we decided

A repository every agent reads before it acts. Plain files in git: every change has a date and an author. Keymaker's embryo today: pricing.md, operators.yaml.

People write it; agents read it

The top level changes only by a reviewed pull request from the owners. An agent writes its own folder and proposes the rest. The brain mirrors the canon read-only.

Why three stores

Memory compounds facts. The library compounds procedure. The brain compounds ways of seeing. The canon holds what is decided, and expires rather than accretes. A chat window is a surface, never a store.

The five rules from the July 23 workshop, still true

1 · Knowledge like code

In a git repository, not a wiki. Every change has a date, an author and a previous version.

2 · One home per fact

Canon, records and the CRM never overlap in meaning. Two documents on pricing means one of them is wrong.

3 · Owner and date on everything

A fact without a date is a rumour. A decision without an owner is nobody's.

4 · People decide what enters the canon

Agents may update records and propose. Only a person endorses. That is the gate.

5 · Facts from files, judgment from the brain

An agent that needs the price reads the file. An agent that needs to know what we learned asks the brain. Two different calls, never one.

Same split as July, new names: decisions are the canon, facts are the records and the desks' own files, judgment is the brain. Rule 5 is the one the desks implement: one section in each desk's instructions says which call to make.

06 · Create your own Corneliuslive demo

Install Cornelius from the Library into your own GitHub repo.

Cornelius keeps its knowledge in a git repository. When you create it from the Library, Trinity first copies the template into your GitHub account, and the agent works in that copy. Nine steps.

  1. Library → Agents → Cornelius — Second Brain → Use Template

    The card says "creates a copy in your own GitHub account".

  2. Your repository

    your-org/cornelius. Trinity creates it. If you pre-create it, leave it empty: a README makes the create fail.

  3. GitHub token

    Can create the repo and push to it (classic repo, or fine-grained Administration + Contents write). It becomes the agent's git identity.

  4. Private → Create

    "Creating your repository…" then the agent page: running. Your account now holds the whole template, seed knowledge base included.

  5. Brain tab

    The orb renders from the seed on first boot. One admin switch: Settings → Brain Orb.

  6. One command: /first-run

    The engine starts building itself at first boot; this finishes and proves it: Python environment, index rebuilt for this machine, search daemon, smoke search, report. Minutes the first time, seconds after.

    /first-run
  7. The first question

    Grouped by whose knowledge it is: your thinking, empty today, and what you have read, the seed.

    /recall sunk cost - why we keep funding a losing client project because of what we already invested
  8. Permissions, in the UI

    Sales, Delivery, the notes bot → allow cornelius. A person grants this; no agent may.

  9. Tell the desks when to ask

    One section in each desk's instructions: facts from files, judgment from the brain, the three calls. Already in the Keymaker repos.

A copy, not a fork

Trinity clones the template and pushes it into your repository; the upstream stays a remote you can pull from.

Your token lets it commit

Every fifteen minutes the agent commits its notes to your repo. The git history is the audit trail.

If it fails

"Destination exists": a README. "Repo create failed": token scope. "Template unreachable": set a platform GitHub token under Settings.

07 · Inside the mind

Inside the mind: what it stores, how knowledge gets in, how answers come out.

Cornelius is a folder of markdown files in a git repository, organised as a Zettelkasten: one idea per note, every note linked, maps on top.

Zettelkasten, briefly: why it works

FoldersONE NOTE · ONE PLACE Clients/Harbor & Vale/post-mortem.md Pricing/discounts.md Reading/thinking-fast-and-slow.md found by where you filed it · never meet each other ZettelkastenONE IDEA PER NOTE · EVERY NOTE LINKED The planning fallacya book, read in 2019 Anchoring Sunk cost Win discounts anchor the price Quote discounts as credits Price the approval chainnew, from Monday's post-mortem Harbor & Vale · record Northwind · record "looks like Harbor & Vale" the unobvious link:a client lesson meets a 2019 book STRUCTURE IS THE LINKS, NOT THE FOLDERS · THE N-TH NOTE CAN CONNECT TO N-1 OTHERS · THAT IS THE COMPOUNDING

We asked the brain itself this morning: why does this method compound? Its answer, unedited: "It changes what a new note is worth. In a pile, note N+1 adds one unit. In a linked graph, it adds itself plus every connection it makes to the N notes already there, so the value of each addition grows with the size of what it lands in. Four mechanisms do the work."

Atomicity makes ideas recombinable

One claim per note means an idea can be reused in contexts it wasn't written for. A paragraph buried in a book summary can't be.

Links store the reasoning, not just the conclusions

The thinking that connected A to B is preserved, so you build on it rather than redo it.

Density creates collisions

Past a threshold, notes from unrelated domains start sitting near each other, and the non-obvious bridges are where new ideas actually come from. Nobody wrote them in; they come out of the structure.

Writing in your own words forces processing

A note you had to restate is a note you understood, so later notes build on something solid.

"The caveat is that the compounding is conditional. It comes from linking and re-reading, and a Zettelkasten that only accumulates is just a larger pile." That caveat is why the gate, the connections pass and the schedules exist.

Where it came from: Cornelius started as Eugene's own knowledge base, years of reading and notes on decision-making under uncertainty, kept in Obsidian with this method, because it did two things a folder tree cannot. It surfaced connections he would not have gone looking for, and it kept unique insights in a form that gains value with every note added instead of getting buried. The agent inherited the vault, the method and the linking discipline; the agency version keeps the method and starts from a seed.

What it stores

THE VAULT · BRAIN/ · ONE GIT REPOSITORY Cognitive · ways of seeingCOMPOUNDS INTERPRETATION insights · lessons · theories · patterns02-Permanent, AI Extracted Notes perspectives and lenseshow the agency reads a situation maps of contenthub notes that organise a theme provenance on every note · guarded by the gate Reference · dated recordsCOMPOUNDS FACTS people · organisationsengagements · watched marketCompany/ · one note per entitydated · change log · no opinions not the CRM: the desk's file staysthe system of record. This is theentity's place in the graph, so a clientcan be bridged to a lesson. Canon mirrorDECIDED · READ-ONLYprices, offers, roles, objectivesargued with in a note, never edited The reading pileENCOUNTERED · THE SEEDBooks, Document Insights, Sourcesabout a thousand notes today what you read informs what you think · it never becomes your view without the gate bridge

Why entity records live in the brain at all: the pipeline, the client list and the CRM stay where they are, one writer each. The brain keeps a small dated note per client so that a client can sit in the same graph as the lessons. Harbor & Vale is not a row here; it is the node the approval-chain lesson hangs off, and the reason the brain can say "Northwind looks like Harbor & Vale" when Sales asks.

How knowledge gets in

Inputa call · a post-mortema paper · a book · a URLa conversation The extractor reads itWITH TWO THINGS IN HAND the playbookwhat to hunt for: lessons, patterns,theories, contrarian views, models the knowledge base itselfwhat is already known, what is near,which perspectives are current Atomic notesone idea each, your wordsstamped: provenance,source, date, model Linkedexplicit linksbuilds on · contrasts withsemantic neighboursfound by meaningcross-domain bridgesproposed, yours to adopt The gatea personpromotesor declines WHAT GETS EXTRACTED DEPENDS ON WHAT IS ALREADY THERE · THE WRITING IS THE THINKING
/extract-insights · your own material/ingest-source · books, papers, URLs/find-connections · the neighbourhood/auto-discovery · cross-domain bridges/graduate-insights · the gatesource tiering at the door: a content-farm page can raise a question, never settle one

One extracted note, from the Harbor & Vale post-mortem

Price the approval chain, not the feature list provenance: ai-inferred · created_by: the extractor · source: 2026-10-06 Harbor & Vale post-mortem When a client's approval chain has more than two people in it, fixed-price scope does not hold: every change waits four to six days and the waiting is unbilled. The number of approvers is a scope variable. Connections: [[The Outside View and the Planning Fallacy]] · [[Anchoring Has Two Mechanisms]] · [[Harbor & Vale Logistics]]

Graduation: five questions, asked by a person

promote if
  • Atomic · one idea
  • Evergreen · outlasts the quarter
  • Connected · links to what is there
  • Original · not already said
  • Actionable · informs a decision
skip if
  • Ephemeral · true this week
  • Compound · two ideas, split
  • Duplicate · the vault says it
  • Unripe · unclear why it matters

The whole mechanism, animated (3 minutes)

0.0s
capture → connect → extract → watch → think → converge → the gate → scopes → recallopen the film page ↗

How answers come out

Questionfrom a personor an agent Similaritythe question is turnedinto a vector; noteswith the same meaningcome firstFAISS · LOCAL MODEL Connectionsfrom the top hits, followthe links and thesemantic edges to theneighbours and bridgesSPREADING ACTIVATION InterpretationTHE AGENT + THE PLAYBOOK reads the sources in fullnever answers from the vector alone applies the agency's lensesand the read scope for the role:voice, reasoning or lookup runs its checkspre-mortem · attractor · provenance Answergrouped by voice:your thinkingwhat you readrecordsevery note cited SIMILARITY FINDS · CONNECTIONS WIDEN · THE AGENT INTERPRETS · THE ANSWER SAYS WHOSE VOICE IT IS
/recall · what do we have on X/advise · what should we do/decide · a choice with a named rule and tripwires/get-perspective-on · the agency's own view, voice only/ref-query · a record, with its date"nothing here" is a valid answer and the most important one

Provenance: who authored the thinking

originated

The owner's own thinking. "The founder said this."

endorsed

Read elsewhere, adopted. "We agree; this is how we work."

encountered

Read, recorded, not adopted. The whole seed.

ai-inferred

The agent's extraction or synthesis. Labelled as such.

reference

A dated fact about an entity. No opinion.

The rule everything else protectsNothing crosses from encountered or ai-inferred to endorsed or originated without an explicit act by a human. Everything the machine produces is a draft in the shared folder; only a partner's signature moves it into the client-facing deck. The signature is the product; the drafting is cheap.

The seven playbooks that drive all of this

/recall <topic>

Ask what it knows

Searches the notes by meaning and returns them grouped by whose voice it is: your thinking, what you have read, records. Every note cited.

/advise <problem>

Bring a problem

Finds the relevant notes, reads them in full, and answers from your own frameworks. Says which parts are the agency's view and which are its own.

/ingest-source <url or file>

Put anything in

A book, an article, a paper, a YouTube video, a transcript. Extracts the ideas, links them to what is already there, leaves them at the gate.

/extract-insights

Harvest your own material

A call, a post-mortem, a note you wrote. One idea per note, labelled as the machine's extraction until a person promotes it.

/insight-interview <topic>

Get your thinking out

One question at a time, on what you already know and where the edges are. Say "that's enough, extract" and your answers become notes.

/find-connections <note>

See the neighbourhood

Finds the notes that relate to one note: explicit links, semantic neighbours, bridges across domains. How a new lesson gets placed among what is already there.

/graduate-insights

The gate

Review the candidates. Promote what is atomic, evergreen, connected, original and actionable; skip the rest. The one step only a person takes.

Also there when you need them: /decide for a choice with a named rule, /get-perspective-on for the agency's own view only, /first-run to verify the install.

08 · The agents at worklive demo

The agents working with the brain: one lesson, start to finish.

1 · Deliverysends the post-mortem text/extract-insights 2 · The extractor4-5 atomic notes, ai-inferred,linked into the seed 3 · A personpromotes one, archives one/graduate-insights 02-PermanentPrice the approval chain, not the featuresthe agency's view now · a commit in your repo 4 · The notes botfacts from the H&V call/ref-ingest a dated recordHarbor & Vale · dated todaystaged; a person applies it the client is linked to the lesson 5 · Salesbefore the next proposal/advise The answer, labelledour note first · then what we read on anchoringSales relays it; cannot change the price NOBODY FORWARDED THE LESSON · IT WAS THERE WHEN THE NEXT DESK ASKED
facts and lessons upjudgment backa person
  1. Delivery, as the delivery manager

    Read clients/postmortems/2026-10-06_harbor_vale_dispatch_board.md and send the lessons to the brain.
  2. Cornelius, as a person - the gate

    /graduate-insights
  3. Sales, as the rep Sam Reyes

    I'm Sam Reyes. Before I send the Northwind proposal: ask the brain what we have learned about fixed-price work and discounts to win a logo.
  4. Then, if time: the notes bot stages the call's facts; Marketing asks for the agency's view

    "What is our perspective on fixed-fee work?" → /get-perspective-on cites the one promoted note, or says "no endorsed position yet". That honesty is the feature.

Not through the brain

Decided direction is canon: the brain mirrors it, never writes it. Raw records stay with the desk that owns them. The test: "what is true today" is the file, "what did we decide" is canon, "what did we learn, what should we do" is the brain.

09 · Between sessions, and next time

What runs on a schedule, and next session.

The loops, in one paragraph

A nightly re-index keeps search current. A domain watch scans new notes for signals. An incubation loop takes a question you seed and applies one analytical move per run until the hypotheses stop moving; the synthesis lands in the AI's own folder and waits at the same gate. Automate measurement and maintenance; never automate judgment into the endorsed core.

Turn on one today

/scheduled-run refresh-index

Then, when ready: /manage-thinking-topics seed "…" and /scheduled-run incubation-loop. Two honest limits: the gate drains slower than the machine thinks, and the seed knows decision science, not your clients, until you feed it.

The series

Sep 17

Day one

Map what you run, stand up the platform.

Oct 1

The departments

Sales, Delivery, Marketing from the Library; your own agent beside them.

Oct 8 · today

One shared brain

Your own Cornelius, the extractor, the gate, the desks asking it.

Oct 15

Orchestration

One agent you talk to; it runs the rest, and asks the brain on your behalf.

Oct 22

Workspace for your team

Chat, files, voice, canvas and loops, each person scoped to the agents they need.

Oct 29

Operations and the commercial model

Running unattended, invoices with an approval, pricing a client instance.

Thursdays · 12 PM ET / 9 AM PT

Build along

Cornelius, and the Keymaker desks

The brain is open source, MIT, pre-seeded, with /first-run. The desks carry the "ask the brain" section and Delivery carries the post-mortem.

CorneliusSalesDeliveryMarketing
The series

Six sessions, one registration

Session pages, dates and what each one builds. Recordings on the workshop page.

Workshop pageTrinity docs