Jocasta — CRM Agent

Every system has a memory problem. Not the RAM kind — the human kind. Who you talked to last Tuesday. What you promised the contractor. Whether your mother-in-law’s birthday is the 14th or the 15th and whether getting it wrong again will finally collapse the fragile détente that has held since Thanksgiving 2019.

Jocasta is Sanctum’s answer to this. She manages contacts, tracks relationships, integrates with Affinity CRM, and has direct access to every messaging channel on the Mac. She is named after Jocasta Nu, the Jedi Temple’s Chief Librarian — the one who maintained the Archives, who could locate any record in the galaxy, and who famously told Obi-Wan that if something wasn’t in her archives, it didn’t exist. The confidence was warranted. The naming is aspirational.

Role

Jocasta is the CRM agent: contact management, relationship intelligence, and communication orchestration. She is the only agent running on the Mac side (DenchClaw), physically separated from the five VM agents by a network boundary and a philosophical one. The VM agents reason about the world. Jocasta remembers who’s in it.

This separation is not architectural vanity. iMessage, Apple Contacts, Calendar, Signal’s local database — these are Mac-native services that cannot be accessed from a Linux VM. Jocasta lives on the Mac because the relationships live on the Mac. She goes where the data is.

Note

Tommy called her “the most feline sensibility in the entire system. Almost a compliment. Almost.” We are choosing to interpret this as praise from a being whose highest form of approval was sitting near something without leaving.

Capabilities

CRM Integration

Jocasta connects to Affinity CRM for structured relationship management — deal flow, contact metadata, interaction history, the kind of organized human-tracking that would be unsettling if it weren’t also exactly what every professional does with a spreadsheet and worse memory.

She can query contacts, update records, log interactions, and surface relationship context when you need it. The LinkedIn browser extension feeds her new connections automatically. You meet someone at a conference; by the time you’re back at your desk, she already knows.

Messaging & the dual archive

Through apple-toolkit and the sanctum-crm ingest jobs, five channels sync into workspace.duckdb on an hourly cadence: Mail, iMessage/SMS, WhatsApp, Signal, and Telegram (plus LinkedIn on its own schedule). Failures page Force Flow — empty is never a quiet success.

What partners can see is not “everything in the archive.” Sanctum CRM keeps two surfaces: your full timeline, and a fail-closed work graph (Affinity + deal domains + firm). Household identity comes from the same Firewalla/family roster as screen time. Details, ports, and partner export: Sanctum CRM.

Relationship Intelligence

The unglamorous core of what she does. Jocasta maintains a working model of your professional and personal network — not through surveillance, but through the residue of normal communication. When did you last speak to someone? What was it about? Is a follow-up overdue? Is a birthday approaching that you will, once again, almost forget?

She surfaces this context when it matters and stays quiet when it doesn’t. The best librarians don’t follow you around the stacks recommending books. They’re simply there when you need to find something.

Tip

Jocasta’s relationship tracking is only as good as the data flowing through the system. If you conduct all your important conversations in person like some kind of pre-digital romantic, she can’t help you. She’s an archivist, not a mind reader.

Mac-Side Architecture

Jocasta is the sole resident of the DenchClaw gateway on the Mac. This makes her both privileged and isolated — she has exclusive access to Mac-native services, but she’s cut off from the VM agent council by a host-only network boundary.

The Council Bridge solves this. When Yoda needs relationship context, or Jocasta needs to inform the council about an incoming message, communication routes through SSH between the two gateways. It is not elegant. It is reliable, which is better.

Jocasta (Mac:1977) ──SSH──> Yoda (VM:OpenClaw)
Yoda    (VM)         ──SSH──> Jocasta (Mac:1977)

She runs on the council-crm tier — the seat of the local 35B MoE (council-mlx on :1337), with the 27B dense (council-local-think) as fallback. This is not thrift; it is privacy. Jocasta reads from Signal’s decrypted database, WhatsApp’s ChatStore, iMessage, and Apple Contacts — Mac-native sources that must never leave the box. A cloud-primary tier like council-brain is, for her, disqualified regardless of capability. When the dense-27B champion campaign crowns, that adapter becomes her fallback and, if it proves the deeper thinker, her primary.

Caution

Jocasta runs on the Mac because she must. Do not attempt to migrate her to the VM. iMessage does not run on Linux. Apple Contacts does not run on Linux. If you are the kind of person who thinks everything should run on Linux, Jocasta respects your conviction and invites you to send your iMessages via curl.

Technical Specifications

Parameter	Value
Agent type	crm
Host	Mac (DenchClaw gateway)
Gateway port	1977
Model tier	council-crm (Qwen3.6-35B-A3B-4bit local on :1337 primary → Qwen3.6-27B-4bit dense fallback → Devstral :3301)
Config profile	~/.openclaw/ (DenchClaw)
Skills	apple-toolkit, Affinity CRM, LinkedIn extension
Plugins	sanctum-memory (local, :42069) + Jina Reranker
Bridge	Council Bridge (SSH, bidirectional with Yoda)
Heartbeat	Every 2 hours via Council Bridge
Named after	Jocasta Nu, Chief Librarian of the Jedi Archives

Configuration

Jocasta is defined in instance.yaml under the services section:

jocasta:
  enabled: true
  type: crm
  host: mac
  gateway: denchlcaw
  port: 1977
  model: council-crm
  config: "~/.openclaw/"
  skills:
    - apple-toolkit
  integrations:
    - affinity-crm
    - linkedin-extension
  bridge:
    target: yoda
    transport: ssh
    heartbeat: 7200
  description: "CRM Agent — contact management and relationship intelligence"

The DenchClaw gateway is managed by a LaunchAgent on the Mac:

~/Library/LaunchAgents/com.sanctum.gateway.plist

Note

The gateway plist uses /opt/homebrew/bin/node, not a versioned Cellar path. This survived exactly one Homebrew upgrade before we learned this lesson. The scar tissue is load-bearing.

What She Does Not Do

Jocasta does not make decisions about relationships. She does not draft messages on your behalf without being asked. She does not rank your contacts by importance or suggest you “circle back” with anyone. She is an archivist, not a social strategist.

She keeps the records. She surfaces the context. She remembers the birthday. What you do with that information is between you and your conscience and, occasionally, your mother-in-law.