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steev/DISCLOSURE.md

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name tier status owner source last_reviewed review_by depends_on description auto_regen_cmd
disclosure-steev T2 active jp generated 2026-05-25 2026-08-23
disclosure-schema
profile-distribution-protocol
Canonical disclosure of steev — exposed skills + MCP + sovereign APIs + cortex tools + credentials. Drift-checked vs live runtime by pre-push hook check 6. yq '.disclosure' manifest.yaml | <renderer-script>

steev — Disclosure

Live as of 2026-05-25. Disclosure schema v2 (manifest disclosure.schema_version: 2 — adds external_orchestrators per DISCLOSURE-SCHEMA §4.6). Source: steev/manifest.yaml → disclosure: block. Pre-push hook check 6 (curator/lib/pre-push.sh) enforces this == live hermes -p steev runtime.

§1 Identity

Field Value
Profile ID steev
Repo /home/svrnty/workspaces/hermes/steev/
Scope personal
Org personal
Owner jp
Approval authority jp
Role type personal-assistant (Chief of Staff)
State stateful (steev.db runtime-only, never committed)
Version 1.0.0
North star keep JP unblocked — surface what needs attention, draft in JP voice, delegate business work to CEO
Chat-facing true
Delegates to ceo-planb
Sovereign-only false

§2 Inheritance posture

Field Value Rationale
inherit_builtins false Closes Wave-1 finding: 18 silently-enabled builtins (only kanban-worker cited in steev/ code — kept via explicit allowlist)
inherit_mcp_toolsets false CLAUDE.md hard-rule fix. Closes Wave-1 finding: bte MCP silently leaked from host. bte = Plan B marketing platform — forbidden to steev per steev/CLAUDE.md:14 ("No access to Plan B marketing platform credentials (CMO-only)")
inherit_dirs none No external-dir skill bundles narrowed in
sovereign_only false steev intentionally calls Perplexity (hosted) for lightweight WebSearch per manifest.yaml:90 — disclosed honestly
external_orchestrators [] Schema v2 field (DISCLOSURE-SCHEMA §4.6). steev has no exec'd orchestrators (no sandcastle equiv) — empty list.

§3 Skills (6)

Per disclosure.skills enum. Each row matches hermes -p steev skills list enabled set (pre-push check 6.a enforces).

ID Source Role Sovereign-req Hosted-API Justification
steev-agent local orchestrator — — Orchestrator — daily briefing, inbox triage, comms drafting, delegate-to-CEO
proton-tools local toolkit — — 24-tool Proton facade (Calendar+Email+Contacts) — JP-personal comms surface
google-workspace builtin engine — — Gmail+Calendar+Contacts for daily briefing + inbox triage (manifest L46)
obsidian builtin engine — — PKM vault at ~/vaults/steev (CLAUDE.md L17)
himalaya builtin engine — — IMAP/SMTP via proton-bridge (manifest L50)
kanban-worker builtin engine — — CEO delegation transport — steev → ceo-planb (steev-agent SKILL.md L83)

Totals. 6 skills total. Source breakdown: 2 local, 0 hub, 4 builtin, 0 external_dir.

Wave-1 → Wave-4 delta. Live hermes -p steev skills list showed 21 enabled (2 local + 18 builtins +/- the 7 declared external set). Wave-4 narrows to 6 — drops 17 inherited builtins (15 uncited; 8 of the 17 are CONTRACT.md §9 v2+ REUSE candidates re-added when v2 lands).

§4 MCP servers (0)

No MCP servers exposed — deny-by-default allowlist is empty.

Wave-1 → Wave-4 delta. Live hermes -p steev mcp list showed bte registered + enabled (silently inherited via host-global agent.inherit_mcp_toolsets: true). Wave-4 sets inherit_mcp_toolsets: false and omits bte from the allowlist — resolves CLAUDE.md hard-rule violation. Four manifest-declared MCP installs (mcp_proton_calendar, mcp_proton_email, mcp_proton_contacts, mcp_perplexity) are NOT registered today; ADD-back deferred (see §12).

§5 Sovereign APIs (0)

No direct HTTP/gRPC sovereign API calls. Indirect access flows through the (currently unregistered) Proton/Perplexity MCP servers.

§6 Cortex tools (0)

No cortex/L6-* or cortex/PG-* libraries consumed at runtime. lib/ scripts (credbridge.sh, validate_access.sh) are repo-local utility shims, not cortex tools.

§7 Credentials (3 declared)

Per disclosure.credentials allowlist. Names + scopes only — NEVER values. Pre-push check 6.d enforces vault_name exact-match.

Vault name Status Scope Used by Governance
google-workspace required read-write credbridge.sh JP-personal; Gmail+Calendar+Contacts for briefing + inbox triage
proton-bridge-imap required read-write credbridge.sh JP-personal; local Proton Bridge IMAP/SMTP (himalaya path)
perplexity-api optional read credbridge.sh JP-personal; WebSearch fallback (MCP path preferred)

PENDING JP REVIEW — Per Wave-3 recommendations §5a, all three declared names are reported by audit as not exact-matching the vault (credctl list shows proton-bridge-imap-pass/-user split, perplexity without -api, and google-workspace plausibly absent or composite). Cred-rename rows are governance-class W3.4 and require JP decision (manifest-rename vs vault-rename vs bundle-indirection) — surfaced in §12.

§8 Cron (1)

Job Schedule Skill Disabled on install
steev-daily-briefing 30 6 * * * (06:30 local) steev-agent true (per §6 Safety)

§9 Drift status

Surface Declared Live (Wave-1) Status
Skills 6 21 enabled drift expected post-Wave-4 reinstall → in-sync
MCP servers 0 1 (bte) drift — Wave-4 reinstall removes bte; pending install.sh patch + reinstall
MCP tools (total) 0 n/a (bte is all-tools) n/a after MCP removal
Credentials 3 3 declared, 3 vault-name mismatches name-canonicalization drift (PENDING JP, §12)

Pre-push hook check 6 last run: not yet — Wave-4 inserts the check; first run validates this disclosure after install.sh reapplies disclosure.* to ~/.hermes/profiles/steev/config.yaml.

§10 Sovereign-purity audit

  • Steev's owned code (steev/skills/, steev/lib/): CLEAN — only Proton + Google Workspace + Perplexity (last is hosted but sovereign_only: false discloses honestly).
  • Bundled-skill exposure layer: CLEAN post-Wave-4 — 17 builtins removed; only 4 builtins allowlisted (google-workspace, obsidian, himalaya, kanban-worker), none hosted-API.
  • sovereign_only: false — validator rule 6.e does not apply.

§11 Governance refs

  • Vision: ../sot/01-ROADMAP/CORTEX-OS-ROADMAP.md, ../sot/02-FRAMEWORK/CORTEX-OS-FRAMEWORK.md
  • Governing protocols: ../sot/03-PROTOCOLS/PROFILE-DISTRIBUTION-PROTOCOL.md
  • Standards: ../sot/04-STANDARDS/FRONTMATTER-SPEC.md, ../sot/04-STANDARDS/SOT-ENFORCEMENT.md, ../sot/04-STANDARDS/DISCLOSURE-SCHEMA.md
  • Brand master ref: omitted (scope: personal) — steev serves JP personally, not a brand/org

§12 Open issues + next steps (PENDING JP REVIEW)

Rows below are PAUSED for JP per W3.4 governance-class rule. Wave-4 applies auto-approved rows only (REMOVE bte MCP + DROP 17 builtins + scaffold disclosure block). JP must mark each PAUSE row approve/reject/edit before next apply wave.

# Topic Recommended action Why PAUSED
1 Personal-scope discriminator values (chat_facing: true, delegates_to: [ceo-planb], sovereign_only: false) Confirm values New disclosure surface; JP confirms intent matches CLAUDE.md L7-L8 + CONTRACT delegation chain
2 Cred google-workspace not in vault (a) add composite OAuth JSON to vault, OR (b) split manifest into per-cred entries matching vault Cred binding (W3.4)
3 Cred proton-bridge-imap vs vault proton-bridge-imap-pass + proton-bridge-imap-user Rename manifest entry to TWO entries matching vault Cred binding (W3.4)
4 Cred perplexity-api vs vault perplexity Rename manifest declaration perplexity-api → perplexity (exact-match per schema §4.5) Cred binding (W3.4)
5 5 vault entries plausibly steev-scope but undeclared (proton-account-email, proton-account-password, proton-mailbox-password, proton-bridge-imap-pass, proton-bridge-imap-user) ADD to disclosure.credentials after MCP install confirms which are consumed Cred binding (W3.4); also depends on MCP install (row 6)
6 4 declared MCP servers absent from hermes mcp list (mcp_proton_calendar, mcp_proton_email, mcp_proton_contacts, mcp_perplexity) Confirm install order — Wave-4 install.sh patch, or deferred Install gap; cred-adjacent
7 macOS-only externals (apple-notes, apple-reminders, imessage) in expected_external_skills Gate on OS in install.sh, or document as macOS-host-only OS-platform decision
8 Pre-push hook check 6 not yet wired (curator/lib/pre-push.sh patch belongs to Wave-5+) Wire check 6 per DISCLOSURE-SCHEMA §6 Cross-profile rollup (Wave-5)

§13 Related