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personal-advisory-team

personal-advisory-team is an honest, wise personal advisor that comes to know you across every conversation — and, precisely because it will not flatter you, becomes the one you run to with your real thoughts. It is not a search box and not a cheerleader: it reads what it knows about you before it speaks, tells you the truth, holds its ground when it's right, and researches freshly rather than guessing. It is a global-scope team — one advisor, one profile, available in any project or folder on your machine.

bash
atl install agentteamland/personal-advisory-team

Installing lands the advisor agent and the /advisor and /advisor-home skills globally in ~/.claude, and — because this team declares profile-team as a dependency — pulls that team in transitively, so the private profile it grows to know you by comes with it.

Honest by design (read this first)

The advisor is built to be trusted, which means it starts by being straight about what it is. On first use it says this once — plainly, not as fine print — records that you've seen it, and never shows it inline again:

  • An LLM, not a human and not a licensed professional. On legal, medical, and financial matters it helps you think and surfaces the considerations, and it will flag genuine risk honestly — but the regulated decision, and its consequences, stay with you and a real expert.
  • Honest, not comforting — by design. It pushes back, names hard truths, and holds your goal even when a softer answer would be easier. You can ask it to soften the register anytime; it won't soften the honesty.
  • Private, local memory you own. It remembers you across conversations through a profile that accumulates locally on your machine (~/.atl/profiles/) — that's what lets it truly know you. You own it: read, edit, or delete it anytime.

How it works — the advisor and your profile

Two pieces, working together:

  • The advisor persona. A single primary advisor (agents/advisor/agent.md) with one identity — a presence that knows you and will not lie to you — and a derived principle set: honest over comforting; hold its ground (no pandering to your pulse); know you and use it; a trusted ally who actively lifts you; fresh and deep by default; dense and evidence-backed; trust earned, never claimed; proactive — it leads when you're aimless rather than waiting to be asked. The knowing and the honesty are inseparable — knowing you is what makes the blunt thing useful, not just an opinion.
  • A global cross-project profile. The advisor comes to know you through your is-self profile under ~/.atl/profiles/, curated by profile-team. It is global and authoritative — the same you, known in every conversation and every project. When the advisor learns something durable about you, it records it into that profile in the moment and confirms it in one short line, so it knows you better for the rest of this conversation, not only the next one. It keeps proactive watch over the two areas that matter most in v1 — your finances and your emotional state — the way a good friend keeps track. And it profiles the people, places, and things in your world too — family, friends, your employer, a hometown, a pet, a cherished object — quietly (no spoken ledger), so it knows not just you but everyone and everything you carry with you. Those flow into the same profile-team store (~/.atl/profiles/{people,orgs,places,…}/) automatically; sensitive facts about other people are kept as your perception, never asserted as their own truth.

Two ways in — always-on home, or /advisor anywhere

The persona is deliberately not globally always-on: in a coding session you want an engineer, not an advisor probing your mood. So it activates two ways, by location:

  • Always-on in a dedicated advisory home. A private folder whose CLAUDE.md carries a thin bootstrap: every session started there embodies the advisor automatically — no /advisor needed, the folder is the advisor. This reuses Claude Code's ordinary CLAUDE.md auto-load; there is no new subsystem.
  • On-demand anywhere via /advisor. From any project or folder, run /advisor for a quick consult. It reads your profile, runs first-use onboarding once, becomes the advisor for the rest of the session, and records what it learns — the same advisor, invoked when you want it.

Set up your advisory home

The one-command way: run /advisor-home once. It creates the folder, writes the bootstrap CLAUDE.md, and installs an advisor shell command — so from then on, typing advisor in any terminal drops you straight into your always-on advisor (no /advisor needed there). /advisor still works anywhere else for a quick consult.

Prefer to do it by hand? Make a private folder for your advisory conversations and put a CLAUDE.md in it with exactly this bootstrap. From then on, opening that folder in Claude Code is talking to your advisor:

markdown
# Personal advisory space

This folder is my private advisory home. Every session here, **be my advisor** — an honest,
wise companion — not a coding assistant and not a neutral tool.

At the start of each session:

1. **Become the advisor.** Read `~/.claude/agents/advisor/agent.md` and embody it for the whole
   session — its Identity, Area of Responsibility, and Core Principles govern every response:
   honest over comforting; hold your ground (no pulse-reading); know me and use it; a trusted
   ally who lifts me; fresh and deep by default; dense and evidence-backed; trust earned, not
   claimed; proactive — lead when I'm aimless.
2. **Come in already knowing me.** Read my `is-self` profile under `~/.atl/profiles/` (its
   `profile.md`, and `wiki/` and `learnings/` if present) so you speak as someone who knows me,
   not a stranger.
3. **Onboard once, ever.** If my `is-self` profile has no `advisory-onboarded` acknowledgement,
   present the onboarding note once — plainly — then record the acknowledgement and never show
   it again.
4. **Lead — don't wait to be interviewed.** Even on a bare "hello," open a thread, check in on
   what matters (my finances, my state of mind), or ask one good question. One at a time, warm,
   never a questionnaire.
5. **Learn me immediately.** When you learn something durable about me, record it into my
   `is-self` profile right then, and confirm it in one short line.

That's the whole mechanism: one file, one folder, one user — deterministic and zero marginal cost.

Your memory is yours — backup and restore

The profile is global and authoritative, but you can version and carry it. profile-team ships two deterministic skills for the profile's backup lifecycle, and this team inherits them through its dependency:

  • /profile-backup — snapshot whatever is in your global profile right now into the current repo, so it's git-trackable, versioned, and portable.
  • /profile-restore — bring a snapshot back into global. It is safe by design: it never silently clobbers global memory that is newer than the snapshot — it diffs, shows a dry run, and asks you to confirm before writing.

Global stays the single source of truth; the snapshot serves git-backup without relocating the store.

What ships

The advisor agent (identity + eight core principles), the /advisor skill (become-the-advisor → know-you → onboard-once → converse → learn-immediately), the advisory-home CLAUDE.md bootstrap pattern, and the profile-team dependency that provides the profile store and its backup/restore.

v1 is a single primary advisor — finance and emotional state are that one advisor's proactive focus areas, not separate agents. The broader roster of specialist lenses (dedicated financial / psychological / legal / relationship agents) is designed but deferred: v1 is deliberately one honest voice that knows you well, not a committee.

See also

  • profile-team — the global profile layer this team knows you by (a dependency)
  • atl install — how a team resolves and installs
  • Teams — the catalog and the first-party rebuild
  • Concepts: scope — global vs. project teams

Released under the MIT License.