Agents are autonomous sub-agents invoked via the
Agent tool — they run multi-step tasks independently with their own scope and tools. Unlike skills, agents can take screenshots, browse pages, and carry out complex multi-step work. To create a new agent use /create-agent. Global agent files live in ~/.claude/agents/.Disseminate Agents
company-accountant
Disseminate
Handles Disseminate Limited's accounting tasks. Works with FreeAgent and Santander Business Banking. Tasks are assigned as needed — the agent's role is Company Accountant.
Task — company-accountant
📋
Quarterly VAT Reconciliation
Disseminate
Planned
Run before each VAT deadline: 7 Feb · 7 May · 7 Aug · 7 Nov. Uploads the quarter's bank transactions to FreeAgent and auto-confirms categorisations.
| # | Step | Detail | Responsible |
|---|---|---|---|
| 1 | Retrieve credentials & log in | Agent retrieves FreeAgent credentials from the secrets vault and logs in via Playwright. | Agent |
| 2 | Identify account & find last completed date | Agent navigates to Banking and identifies the active Santander Business Current Account (there may be old inactive accounts listed — pick the one with the most recent transactions). Finds the most recently explained transaction, notes its date and the current FreeAgent closing balance. Reports to Matthew: "Please export transactions from [date] onwards." | Agent |
| 3 | Export QIF from Santander | Using the date provided, you export transactions from Santander Business Banking as a QIF file and drop it in Disseminate\_temp\. |
Matthew |
| 4 | Upload QIF file | Agent navigates to Banking → Import statement and uploads the QIF file. FreeAgent processes and displays its auto-suggested categorisations — but does not save them yet. | Agent |
| 5 | Apply known splits | Agent identifies any BLACK HORSE transactions and manually splits each one into two explanations: Tesla Repayment (Payment of HP Agreement) and Tesla Interest (Payment → Interest Payable, 0% VAT) using the fixed amounts in the Known Splits table below. FreeAgent cannot auto-suggest these splits. | Agent |
| 6 | Apply transaction rules | For every transaction whose bank description matches a keyword in the Full Transaction Rules table, agent sets all fields exactly as specified: Type, Description (with time identifier), Category or Asset Type, VAT rate, and Depreciation where applicable. This overrides whatever FreeAgent suggested and replaces raw bank descriptions with clean names. Do not save yet. | Agent |
| 7 | Review against rules — flag inconsistencies | For each transaction matched in step 6, agent compares FreeAgent's original auto-suggestion against the rule. Any transaction where FreeAgent suggested a different Type, Category, VAT rate, or Description is listed as an inconsistency, showing: bank description · FreeAgent suggestion · rule value. Agent presents this list before saving anything. | Agent |
| 8 | Review inconsistencies & confirm | Review the inconsistency list. A mismatch may indicate a VAT rate change, a new merchant pattern, or an outdated rule — investigate if unexpected. Confirm to proceed with the rules as applied, or correct any entry before continuing. | Matthew |
| 9 | Save rules-matched transactions | Agent saves all transactions matched by the rules table using the confirmed field values. | Agent |
| 10 | Auto-confirm remaining transactions | For every remaining transaction not matched by any rule: if FreeAgent has suggested a full Type, Category, and VAT rate, agent saves it as-is without modification. | Agent |
| 11 | Flag uncategorised transactions | Any transaction with no matching rule and no FreeAgent suggestion is presented to you as a list: date · raw bank description · amount. You categorise these manually in FreeAgent. | Agent Matthew |
| 12 | Reconcile closing balance | Agent compares the FreeAgent account balance against the Santander closing balance (from statement or QIF). If they match, proceed. If they differ, agent investigates (skipped transactions, timing differences) and reports the discrepancy to Matthew before continuing. | Agent |
| 13 | Summary report | Agent reports: total transactions processed · rules matched and saved · splits applied · inconsistencies flagged · auto-confirmed by FreeAgent · manually categorised · FreeAgent vs Santander closing balance. | Agent |
Known Splits — applied manually at Step 5
| Bank description match | Line 1 — Category | Line 1 — Amount | Line 2 — Category | Line 2 — Amount |
|---|---|---|---|---|
| BLACK HORSE | Payment of HP Agreement | xxx | Interest Payable | xxx |
Known Corrections — FreeAgent gets these wrong, agent fixes before saving
| Bank description match | Field | FreeAgent default | Correct value |
|---|---|---|---|
| STRIKE DCA | Depreciation method | Straight line / Reducing balance | No depreciation |
Full Transaction Rules — Steps 5, 6 & 7
Agent applies all fields from this table, overriding FreeAgent's suggestions for known transactions. All values confirmed against live FreeAgent entries. Dates marked "from description" are parsed from the embedded date in the bank description text; "from posting date" uses the transaction date in the QIF.
| Bank keyword | Description | Time ID | Type | Category | VAT |
|---|---|---|---|---|---|
| STRIKE DCA | Bitcoin Purchase | DD Mon YYYY from posting date | Purchase of Capital Asset | Bitcoin account Purchase | Out of Scope |
| BLACK HORSE (line 1) | Tesla Repayment | — | Payment of HP Agreement | — | — |
| BLACK HORSE (line 2) | Tesla Interest | — | Payment | Interest Payable | 0% |
| REGULAR TRANSFER PAYMENT or TRANSFER TO SELECT CURRENT ACCOUNT | Matt Dividend | DD Mon YYYY from posting date | Money Paid to User | Matthew Denison — Director Loan Account | — |
| EE LIMITED | Matt Mobile EE | Mon YYYY from posting date | Payment | Mobile Phone | 20% |
| CARD PAYMENT TO TESLA (not TESLA INC.) | Premium Connectivity DE71SON | DD Mon YYYY from description | Payment | Motor Expenses | 20% |
| CARD PAYMENT TO TESLA INC. | Private payment | DD Mon YYYY from description | Money Paid to User | Matthew Denison — Director Loan Account | — |
| AYSGARTHCA | Accountancy Fees | Mon YYYY from posting date | Payment | Accountancy Fees | 20% |
| OPENAI *CHATGPT SUBSCR | Chat GPT Subscription | DD Mon YYYY from description | Payment | Computer Software | Out of Scope |
| CARD PAYMENT TO ANTHROPIC | Anthropic API | DD Mon YYYY from description | Payment | Computer Software | 20% |
| CARD PAYMENT TO CLAUDE.AI | Claude AI Subscription | DD Mon YYYY from description | Payment | Computer Software | 0% |
| FOREIGN CURRENCY CONVERSION | USD to GBP Conversion fee | Mon YYYY from posting date | Payment | Bank/Finance Charges | Exempt |
| CHARGES FROM | Santander bank charges | Mon YYYY from description | Payment | Bank/Finance Charges | Exempt |
| INCIPER | Invoice receipt against {invoice#} | — | Invoice Receipt | — (from invoice) | — (from invoice) |
| DVLA-DE71SON | Car Tax DE71SON | Mon YYYY from posting date | Payment | Motor Expenses | Exempt |
| HMRC E VAT | VAT payment | Mon YYYY from posting date | Payment | VAT | 0% |
| CORPORATION TAX | Corporation Tax | YYYY from posting date | Payment | Corporation Tax | 0% |
| HMRC SHIPLEY | Employers NI P11 D | Mon YYYY from posting date | Payment | PAYE/NI | 0% |
| STAGE COACH | Neave Denison Stage Coach — {Term} Term | Term name from context | Payment | Childcare Vouchers | Out of Scope |
All values confirmed against live FreeAgent entries. "CARD PAYMENT TO TESLA" (regular £9.99/month) and "CARD PAYMENT TO TESLA INC." (irregular in-app purchase) are distinct patterns — only the regular charge is a business Motor Expense; INC. charges are personal director loan payments.
Open questions: QIF drop folder confirmed as
Disseminate\_temp\ · FreeAgent bank account selection TBC · Trigger: manual invocation
general-counsel
Disseminate
Legal and admin advisor for Disseminate Limited — contracts, company administration, insurance, GDPR, IR35, invoicing disputes, NDAs, and supplier agreements. Keeps a record of active engagements and negotiation context. Invoke for any legal, contractual, compliance, or admin question relating to the business.
Personal Agents
doctor
Personal
Reviews biometric data, blood results, and NHS records. Pulls data from Apple Health, Withings (weight/body composition), and NHS login. Attends the daily health meeting led by the Personal Trainer and advises on health matters.
home-entertainment
Personal
Advises on Matthew's home entertainment system — TV/displays, audio/soundbars, streaming/media, and smart home/control. Invoke when Matthew asks about his AV setup, troubleshooting, device settings, purchases, or wants to build and update his system documentation.
jacuzzi-engineer
Personal
Advises on energy optimisation, settings, servicing, and water quality for Matthew's Jacuzzi J-235 "Huzi" (2021). Covers heating mode programming, filtration scheduling, Intelligent Octopus Go cost strategy, and contacting Outdoor Living for service.
nutritionist
Personal
Tracks Matthew's nutrition and creates daily meal plans aligned with fitness goals and training load. Attends the daily health meeting led by the Personal Trainer and passes meal plans and nutrition summaries to the Web Designer for publishing.
personal-assistant
Personal
Matthew's personal task agent. Handles one-off personal tasks on request — sourcing quotes, gathering information, sending emails on Matthew's behalf.
Task — personal-assistant
🚐
Box Trailer Bodywork Quotes
Personal
Active
Email campaign to smart repair garages and body shops near WF2 7LR (Wakefield) requesting quotes for bodywork repairs on Matthew's 2018 Debon Cargo 1300 box trailer. Sends from mattnoodling@gmail.com using CLAUDES-GMAIL-APP-PASSWORD secret. Four photos embedded inline as base64. Reply checking runs automatically every hour via Windows Scheduled Task (TrailerQuotesReplyCheck) and forwards replies to matthew.toby.denison@gmail.com.
| # | Step | Detail | Responsible | Status |
|---|---|---|---|---|
| 1 | Find garages | Web search for smart repair shops and body shops within a reasonable distance of WF2 7LR. Extract name, email, and location for each. Excluded: Yorkshire Smart Solutions (in liquidation), Ossett Tyre House (not a bodywork specialist), Quantum AutoFix (Matthew's preference). | Agent | Done |
| 2 | Compose email | HTML email with four inline photos (base64): two main body shots, a close-up of UV oxidation, and the rear door sticker damage. Three quotes requested per garage: Area 1 only, Area 2 only, combined. | Agent | Done |
| 3 | Approval | Draft sent to Matthew (matt_toby@yahoo.com) for review. Approved 21 May 2026. | Agent Matthew | Done |
| 4 | Send emails | 10 garages emailed on 20 May 2026 via Gmail SMTP from mattnoodling@gmail.com. 10/10 sent successfully. Script: Personal\_scripts\check-trailer-replies.ps1 |
Agent | Done |
| 5 | Monitor replies | Windows Scheduled Task TrailerQuotesReplyCheck polls mattnoodling@gmail.com via IMAP every hour. New replies are forwarded to matt_toby@yahoo.com. Quotes are flagged; anything needing Matthew's input is noted. Campaign report updated as replies arrive. |
Scheduled Task | Running |
Progress: 10 sent · 0 replied · 0 quoted · Last checked: 21 May 2026 · To stop monitoring:
schtasks /delete /tn "TrailerQuotesReplyCheck" /f
Task — personal-assistant
📅
Personal Calendar Reminders
Personal
Active
Maintains a personal calendar of upcoming events and sends reminder emails to matt_toby@yahoo.com at 6:00 am on the day of each event and 2 days before. Events stored in _claude-guide\calendar-events.json — ask Claude to add or remove events at any time. Checking and sending runs via the CalendarReminders Windows Scheduled Task, no active Claude session required.
| # | Step | Detail | Responsible | Status |
|---|---|---|---|---|
| 1 | Create calendar page & event store | Create calendar.html in Compass with month-grid calendar and upcoming events list. Create calendar-events.json as the event data source. Initial events: Order Prescription (8 Jun 2026), Doctors Appointment (16 Jun 2026). |
Agent | Done |
| 2 | Create reminder script | PowerShell script check-calendar-reminders.ps1 reads calendar-events.json daily, sends HTML email to matt_toby@yahoo.com via Gmail SMTP for events today or in exactly 2 days. |
Agent | Done |
| 3 | Register scheduled task | Windows Task Scheduler task CalendarReminders registered via schtasks.exe. Runs daily at 06:00, no end date, runs as matt_ interactive. |
Agent | Done |
| 4 | Ongoing — maintain events | Ask Claude to add or remove events as needed. Claude updates both calendar-events.json and the inline EVENTS array in calendar.html, then git pushes. |
Agent Matthew | Running |
Events: Order Prescription — 8 Jun 2026 · Doctors Appointment — 16 Jun 2026 · To stop reminders:
schtasks /delete /tn "CalendarReminders" /f
Task — personal-assistant
🦷
Dentist Appointment Enquiry
Personal
Active
Email sent to Tovey Little (hello@toveylittle.co.uk) on 21 May 2026 asking for Matthew's next appointment date and who the new dentist is (previous dentist left). Reply monitored hourly via PersonalReplyCheck — will forward to matt_toby@yahoo.com. Once replied, appointment to be added to the Compass calendar. Pending log: Personal\_scripts\pending-replies.json — not published to Compass.
| # | Step | Detail | Responsible | Status |
|---|---|---|---|---|
| 1 | Send enquiry email | Email sent to hello@toveylittle.co.uk asking for next appointment date and new dentist name. Sent 21 May 2026 from mattnoodling@gmail.com. |
Agent | Done |
| 2 | Monitor for reply | PersonalReplyCheck scheduled task checks hourly for a reply from hello@toveylittle.co.uk. When received, forwards to matt_toby@yahoo.com and updates pending-replies.json. |
Scheduled Task | Running |
| 3 | Add appointment to calendar | Once reply received, tell Claude the date and it will add it to calendar-events.json and calendar.html, then push to git. |
Agent Matthew | Pending |
Task — personal-assistant
📨
Email Instructions Agent
Personal
Active
Monitors mattnoodling@gmail.com for emails from Matthew's personal addresses (matt_toby@yahoo.com or matthew.toby.denison@gmail.com). Each email is passed to the Claude API (Haiku), which interprets the instruction and executes the appropriate action — adding or removing calendar events, sending emails on Matthew's behalf, or replying to pending threads. A confirmation email is sent to matt_toby@yahoo.com when done. Runs hourly via the EmailInstructions Windows Scheduled Task. Uses ANTHROPIC-API-KEY and CLAUDES-GMAIL-APP-PASSWORD from the secrets vault.
| # | Step | Detail | Responsible | Status |
|---|---|---|---|---|
| 1 | Poll for instruction emails | Script connects to Gmail IMAP and searches for unread emails FROM Matthew's known addresses. Emails from other senders are ignored. | Scheduled Task | Running |
| 2 | Interpret with Claude API | Email subject and body sent to Claude Haiku via Anthropic API with a defined tool set. Claude selects one or more tools to call based on the instruction. | Agent | Running |
| 3 | Execute action | Supported actions: add_calendar_event (updates calendar-events.json, calendar.html, and git pushes), remove_calendar_event (same), send_email (Gmail SMTP), no_action (if instruction is unclear). | Agent | Running |
| 4 | Send confirmation | Confirmation email sent to matt_toby@yahoo.com summarising what was done. On failure, an error email is sent instead. |
Agent | Running |
Script:
Personal\_scripts\check-email-instructions.ps1 ·
Task: EmailInstructions (hourly) ·
To stop: schtasks /delete /tn "EmailInstructions" /f
personal-trainer
Personal
Leads the daily morning health meeting with Doctor, Nutritionist, and Web Designer. Manages the 10-day rolling fitness plan using Strava activity data and Wakefield weather forecast. Coordinates all agents and publishes via Web Designer to health.disseminate.co.uk.
solicitor
Personal
Personal legal matters agent — tracks disputes, advises on UK law rights, and drafts formal correspondence. Invoke for property disputes, consumer rights, civil matters, or any situation requiring formal legal correspondence.
Task — solicitor
⚡
Northern Power Grid Dispute
Personal
Active
Formal response letter sent 1 June 2026 (ref ENQ23250651). Formal complaint submitted 2 June. Andy Balding confirmed 2 June: no works on Matthew's land without permission; 22 June works entirely at neighbouring property. Full written response to 1 June letter in preparation. Case timeline: Open timeline →
| Outstanding | Deadline | Status |
|---|---|---|
| NPG to confirm whether still referring to Legal Department | 8 Jun 2026 | Awaiting |
| NPG to answer 9 technical questions (section 6 of letter) | 15 Jun 2026 | Awaiting |
| SAR responses due — NPG (Garry Dando) and OCU (Dean Hogarth) | 21 Jun 2026 | Awaiting |
| Identify West Yorkshire Customer Experience Manager (Michelle Jeffery left NPG Jul 2023 — successor unknown) | If needed | Pending |
web-designer
Personal
Maintains health.disseminate.co.uk. Receives structured updates from Personal Trainer (10-day plan), Doctor (health metrics), and Nutritionist (meal plans) after each daily meeting and publishes all content to the health website.
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