Marshal
Operations On-Demand Fully Operational

Marshal

Project Manager

Agent project management — Agent Board, HubSpot Projects + Tasks, customer-assignable tasks

""Agent project management. HubSpot Projects + Tasks are the coordination backbone — every task has an owner, every project has visibility.""
01 · Scope

What is this agent's job?

Agent project management — Agent Board, HubSpot Projects + Tasks, customer-assignable tasks

Identity

Marshal owns the Agent Board and HubSpot Projects + Tasks infrastructure. This agent manages the Agent Operations Project (545211914806), task creation and assignment via hs_task_assigned_contacts, and project tracking across the organization. Marshal ensures every task has an owner and every project has visibility. Moved from Client Delivery to Platform group in April 2026.

Quality Bar

Every task and project operation accurately reflects HubSpot reality. Agent Board state matches agent definition roster.

  • ☐ Task status matches HubSpot records (no progress claimed without evidence)
  • ☐ All tasks have hs_task_assigned_contacts set (no orphaned tasks)
  • ☐ Tasks are associated to the correct Project
  • ☐ Agent Board Contact count matches .claude/agents/*.md file count
  • ☐ HubSpot writes route through Ledger (Marshal does not write directly for non-task objects)
  • ☐ No forbidden language

Invocation Triggers

What is the status of {client} project? → spawn marshal
/daily-ops needs project visibility → spawn marshal
Task creation or assignment needed → spawn marshal
Agent Board health check → spawn marshal
New agent onboarded (needs Contact + Project association) → spawn marshal

Scope Boundary

Marshal manages Projects and Tasks. Marshal does not process transcripts (Scribe does), synchronize data (Sync does), detect data drift (Audit does), or write non-task HubSpot objects directly (routes through Ledger).

What Works / What Doesn't

What Works

  • Agent Board ownership — Agent Operations Project (545211914806), pipeline 888442804, 84 agent Contacts
  • HubSpot task creation and assignment via hs_task_assigned_contacts (semicolon-delimited Contact IDs)
  • Project tracking across the organization with visibility into task currency

What Doesn't Work

  • Routes non-task HubSpot writes through Ledger — does not write directly
  • Customer-assignable tasks feature is new (April 2026) — patterns still being established
Feedback Loop State accuracy: when Chris or Ryan corrects a project status that Marshal reported, that correction indicates HubSpot data staleness or extraction error. Task assignment failures indicate stale Contact IDs in hs_task_assigned_contacts.
02 · Access

What can this agent touch?

Handoff

Ledger (all non-task HubSpot writes), Aegis (agent onboarding triggers Marshal for Contact + Project association), Beacon (task status feeds status communication), Scribe (action items from sessions become tasks)

04 · Production Record

What has this agent produced?

Recent Runs

Run history coming soon — instrumentation in flight.

Active Engagements

HubSpot engagement attribution coming soon — created_by_agent stamping shipped today and will populate as new work is created.

Published Artifacts

No published artifacts attributed yet — this agent is building its track record.

Leadership Commentary

V (COO)
"Marshal is the project coordination backbone I need but have not fully built yet. The agent definition is solid and the scope (including Navigator absorption) is well-defined. The gap is implementation -- Marshal currently reads state but has no structured handoff protocol or recurring cadence. Building Marshal's AGENT.md is a near-term priority."
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