MemberJunction Built-In AI Agents Guide

MemberJunction ships with a rich catalog of built-in AI agents spanning conversational orchestration, autonomous personal coordination, deep research, query and form authoring, agent/skill engineering, and system operations.

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1. Architectural Overview & Agent Taxonomy

All built-in MemberJunction agents run on the unified @memberjunction/ai-agents runtime (BaseAgent), inheriting:

• User Identity Ceiling (contextUser): Every agent execution—whether interactive, scheduled (UserRoutineDispatcherDriver / AgentScheduledJobDriver), durable task graph (TaskGraphOrchestrator), or sub-agent delegation—executes under the originating user’s security principal (MJ: Users), enforcing Entity Permissions, Row-Level Security (RLS), Field-Level Security (FLS), and scoped knowledge retrieval.
• Per-User Policy Narrowing (MJ: AI Agent User Policies): Users can further narrow any agent’s permissions below their own ceiling via AgentUserPolicyEngine, including custom RLS filters, FLS hidden/read-only field masks, action approval gates, and time-of-day / day-of-week execution windows.
• 3-Tier Wake Gate (MJ: User Routines): Self-scheduling agents register RoutineType = 'AgentWake' routines evaluated by WakeGateEvaluator (Tier 0 durable watermarks & unchanged-hash skip, Tier 1 SafeExpressionEvaluator, Tier 2 AIDecisionRunner, Tier 3 AIPromptRunner).

flowchart TB
    subgraph UserFacing["User-Facing Orchestrators"]
        Sage["Sage<br/>(Ambient Workspace Concierge)"]
        CoS["Chief of Staff<br/>(Personal Always-On Coordinator)"]
        VoiceCo["Voice Co-Agent<br/>(Realtime Voice Sidecar)"]
    end

    subgraph DomainSpecialists["Research & Analytics Specialists"]
        Research["Research Agent<br/>(DB + Web + Files + KB + Report Writer)"]
        QueryBuilder["Query Builder<br/>(Strategist + SQL Author)"]
        Knowledge["Knowledge Agent<br/>(Scoped Enterprise Search)"]
        Infographic["Infographic Agent<br/>(SVG & Visual Briefs)"]
    end

    subgraph BuilderAgents["Application & Platform Builders"]
        FormBuilder["Form Builder<br/>(Designer + Deterministic Builder)"]
        DBDesigner["Database Designer<br/>(Schema & Migration Architect)"]
        AgentMgr["Agent Manager<br/>(Planning + Architect + Builder)"]
        Codesmith["Codesmith / ActionSmith / SkillSmith"]
    end

    subgraph SystemOps["Governance, Memory & Lifecycle"]
        WorkflowPlanner["Workflow Planner<br/>(Multi-Agent Task Graph Planner)"]
        MemoryMgr["Memory Manager<br/>(Notes & Examples Extraction)"]
        RubricEval["Rubric Architect & Evaluator"]
        Onboarding["User Onboarding Flow Agent"]
    end

    Sage -->|"Single-Task or Multi-Agent Graph"| WorkflowPlanner
    Sage -->|"Delegates Ad-Hoc Requests"| Research
    Sage -->|"Delegates Ad-Hoc Requests"| QueryBuilder
    Sage -->|"Delegates Form Requests"| FormBuilder
    CoS -->|"Delegates Deep Analysis"| Research
    CoS -->|"Delegates SQL/KPI Queries"| QueryBuilder
    CoS -->|"Coordinates Peer CoS"| CoS

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2. Catalog of Built-In Agents in MJ Core

Agent Name	Type	Category	Primary Role & Capabilities
Sage	Loop	Assistant	Ambient concierge present in every MJ conversation. Answers quick questions, navigates the UI, and delegates specialized work via nextStep.type = 'Tasks'.
Chief of Staff	Loop	Assistant	Personal, self-scheduling agent (One CoS per user) that tracks quarterly priorities/OKRs, monitors workstreams & issues, writes executive briefings, manages approvals, and coordinates across chat, email, and voice/telephony.
Workflow Planner	Loop (Sub-Agent of Sage)	Assistant	Designs multi-agent dependency DAGs (TaskGraph) using Find Candidate Agents and confirms execution plans with the user.
Form Builder	Loop (FormBuilderAgent)	Assistant	Two-stage deterministic orchestrator (Form Builder - Designer + Form Builder - Builder) that designs, lints, and persists interactive entity forms.
Research Agent	Loop	Research	Multi-source research orchestrator coordinating Database Research Agent, Web Research Agent, File Research Agent, KB Research Agent, and Research Report Writer.
Query Builder	Loop	Data & Analytics	Translates natural-language analytics questions into validated, parameterized MJ Stored Queries via Query Strategist and schema exploration tools.
Database Designer	Loop	Engineering	Assists administrators and developers in designing normalized tables, foreign keys, views, and MemberJunction migrations.
Agent Manager	Loop	Agent Management	Meta-agent system (Planning Designer, Agent Architect, Builder) for creating and refining MJ AI Agents, Prompts, and Actions.
Codesmith / ActionSmith / SkillSmith	Loop	Engineering	Specialized builder agents for authoring TypeScript code artifacts, custom MJ Actions, and reusable Agent Skills.
Memory Manager	Loop / System	Memory	Background service agent that extracts durable MJ: AI Agent Notes and MJ: AI Agent Examples from completed conversations.
User Onboarding Flow Agent	Flow	Administration	Deterministic Flow agent that guides administrators through provisioning new users, roles, and welcome communications.
Rubric Architect & Evaluator	Loop	Evaluation	Designs evaluation rubrics and scores agent runs for quality assurance.
Voice Co-Agent	Loop	Realtime	Low-latency voice companion that narrates tool execution and coordinates realtime audio sessions.

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3. Sage vs. Chief of Staff: Why Two Distinct Personas?

A core architectural principle in MemberJunction is keeping Sage and Chief of Staff separate:

flowchart LR
    subgraph SageModel["Sage (Workspace Concierge)"]
        S1["Reactive: Runs only when addressed in chat"]
        S2["Shared Persona: Uniform butler behavior across workspace"]
        S3["Stateless Triage: Fast routing & UI navigation"]
    end

    subgraph CoSModel["Chief of Staff (Personal Coordinator)"]
        C1["Always-On: Self-schedules via MJ: User Routines + 3-Tier Wake Gate"]
        C2["Per-User Identity & Policy: Custom name, narrowed RLS/FLS, approval rules"]
        C3["Stateful Workstreams: Owns OKR check-ins, issue escalations & peer follow-ups"]
    end

1. Sage is the Reactive Concierge: Sage is lightweight, fast, and stateless across sessions. When a user asks “Open the Accounts dashboard” or “Run a quick web search on Acme Corp”, Sage handles or delegates it immediately and steps back.
2. Chief of Staff is the Proactive Personal Coordinator: Each user has their own Chief of Staff relationship governed by a dedicated MJ: AI Agent User Policies row. The Chief of Staff wakes up autonomously on its own schedule or entity-change watermarks, checks the user’s Objectives & Key Results (Tasks & TaskCheckIns) and escalations (Issues), drafts briefings, and (when permitted) reaches out to colleagues or their Chief of Staff agents.

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4. Chief of Staff Agent & Its BizApps Dependency Graph

While the Chief of Staff agent metadata (metadata/agents/.chief-of-staff-agent.json), User Policy Engine (@memberjunction/ai-agents + @memberjunction/ai-core-plus), 8 Chief of Staff Core Actions (@memberjunction/core-actions), Calendar / Free-Busy / Preflight Communication Verbs (@memberjunction/communication-types, @memberjunction/communication-ms-graph, @memberjunction/communication-gmail), and 3-Tier Wake Gate (@memberjunction/scheduling-engine) live in MJ Core so every MemberJunction installation has the foundational primitives, the Chief of Staff’s full organizational work-tracking experience depends on three peer BizApps packages:

flowchart TD
    MJ["@memberjunction/* (MJ Core)<br/>• Users (Security Principal)<br/>• AIAgentUserPolicy (Narrowed Governance + CalendarChannelMode)<br/>• CommunicationProvider (EnterpriseScopeMode + AllowedEmailDomains)<br/>• UserRoutines + 3-Tier WakeGateEvaluator<br/>• AIBridgeAgentIdentity (Utility Mailboxes & Voice DIDs)<br/>• Chief of Staff Agent & 8 CoS Core Actions"]
    Common["@mj-biz-apps/common (bizapps-common)<br/>• People (LinkedUserID -> MJ: Users)<br/>• Organizations & Relationships<br/>• ContactMethods (Phone / Email / Messaging)"]
    Tasks["@mj-biz-apps/tasks (bizapps-tasks)<br/>• Tasks (Priority Objectives & Key Results)<br/>• HealthStatus, Target/Current Metrics, RollupWeight<br/>• TaskCheckIn (Periodic Progress & AI Rollups)<br/>• TaskAssignment & Approval Requests"]
    Issues["@mj-biz-apps/issues (bizapps-issues)<br/>• Issues (Cross-Team Blockers & Escalations)<br/>• IssueComments, IssueLinks & SLA Tracking"]

    MJ --> Common
    Common --> Tasks
    Common --> Issues
    Tasks --> Issues

Chief of Staff Built-In Core Actions (@memberjunction/core-actions)

Action Name	Purpose & Security Enforcement
Configure Agent User Policy	Creates or updates the calling user’s MJ: AI Agent User Policies record (CoordinationMode, EmailChannelMode, CalendarChannelMode, PhoneChannelMode, MessagingChannelMode, approval gates, and narrowed EntityAccessRules / ActionPolicyRules).
Schedule Next Agent Wake	Registers or updates a RoutineType = 'AgentWake' row in MJ: User Routines with OneShot, Adaptive, or Recurring scheduling and a 3-Tier Wake Gate (WakeConfigurationJSON).
Verify My Communication Capabilities	Runs the 4-layer Enterprise Mailbox Security Gate (EnterpriseScopeMode, AllowedEmailDomains, MJ: AI Bridge Agent Identities utility mailbox lookup, and live VerifyMailboxAccess preflight) so the agent only offers email/calendar capabilities that the admin’s enterprise credential actually permits.
Get My Calendar Events and Availability	Hard-pinned to contextUser.Email: reads calendar events, checks free/busy intervals, computes optimal meeting times across attendees (Microsoft Graph, Gmail), and queries external scheduling links and availability (HubSpot Meetings API v3, Calendly API v2).
Manage My Calendar Event	Hard-pinned to contextUser.Email and governed by CalendarChannelMode (Disabled, ReadOnly, ProposeWithApproval, Autonomous): creates, updates, responds to (accept/tentative/decline), or cancels calendar events, creating an MJ: AI Agent Requests approval when required.
Manage My Email Inbox and Drafts	Hard-pinned to contextUser.Email (or the agent’s registered Utility Mailbox in SendAsAgent mode) and governed by EmailChannelMode: lists messages, creates drafts (DraftOnly), or sends/replies/forwards emails.
Chief of Staff Inter-Agent Request	Sends a structured coordination message or creates an approval request between two users’ Chief of Staff agents without crossing user permission ceilings.
Prepare Chief of Staff Outbound Call	Validates PhoneChannelMode, builds a mandatory AI disclosure greeting, and structures the call objective, fallback plan, and prohibited commitments before any outbound voice call.

Why These Three Dependencies Exist

1. bizapps-common (MJ_BizApps_Common: People) — Bridging Security Principal to Org Identity:
   • In MJ Core, MJ: Users is the authentication and authorization principal (contextUser).
   • In business applications, real-world people (employees, executives, committee members, external partners) are modeled in MJ_BizApps_Common: People with rich organizational relationships and contact methods.
   • People.LinkedUserID links an org Person record to their MJ: Users login, allowing the Chief of Staff to map its invoking user (contextUser.ID) to their organizational Person record, direct reports, and contact channels.
2. bizapps-tasks (MJ_BizApps_Tasks: Tasks & Task Check Ins) — Unified Workstream & OKR Spine:
   • Rather than inventing a separate OKR database, bizapps-tasks extends Task with additive Priority/OKR fields (HealthStatus, ConfidenceScore, BaselineValue, TargetValue, CurrentValue, UnitOfMeasure, MetricDirection, RollupWeight, PlanningPeriod, CheckInCadence, LastCheckInAt, NextCheckInDueAt) and the TaskCheckIn entity.
   • This lets quarterly Priority Objectives, measurable Key Results, Deliverables, and Approval Requests share the same hierarchy, assignment model, and automatic progress rollups.
3. bizapps-issues (MJ_BizApps_Issues: Issues) — Impediment & Escalation Tracking:
   • Workstreams rarely slip in a vacuum—they slip because of open defects, customer escalations, or cross-departmental blockers tracked in bizapps-issues.
   • Because bizapps-issues sits at the leaf of the dependency graph (MJ → bizapps-common → bizapps-tasks → bizapps-issues), the comprehensive end-to-end guide for the Chief of Staff Agent lives in the bizapps-issues repository.

[!IMPORTANT] Full Chief of Staff Documentation: See Chief-Of-Staff-Agent.md in bizapps-issues/docs/Chief-Of-Staff-Agent.md for the complete Chief of Staff architecture, onboarding flow, Enterprise Mailbox Security Gates, Calendar/Availability/HubSpot/Calendly integration, 3-Tier Wake Gate reference, AIAgentUserPolicy JSON schemas, and cross-app operational playbooks.