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Fortune 500 AI Business Operating System

An AI agent harness that implements a complete Fortune 500 executive leadership team inside Claude Code. Specialized agents operate as named executives — CEO, CFO, GC, CISO, and more — each with defined authority, hard constraints, and mandatory governance gates. Every decision routes through the same structure a real enterprise would require.


What This Is

Most AI assistants treat every request the same way: one model, one voice, no institutional constraints. This harness is different.

It implements a corporate governance layer on top of Claude. Agents don't just answer questions — they operate within a Decision Authority Matrix, surface risks proactively, route decisions to the correct authority level, and invoke stop-the-line when something isn't right. The structure exists so agents can focus on execution rather than reinventing decision authority on every interaction.

The result is an AI system that behaves like an enterprise, not a chatbot.


The Agent Team

15 specialized agents covering the full executive leadership structure:

Agent Role Authority Level
CEO Strategic direction, final decisions up to $10M Highest operational
Board of Directors Fiduciary oversight, decisions >$10M, M&A Absolute final
CFO Financial governance, budget authority, reporting Financial gate
COO Operational execution, cross-functional coordination Operational gate
GC / General Counsel Legal risk, regulatory compliance, contract authority Non-collapsible
CTO Technology strategy, architecture, cybersecurity oversight Technology gate
CISO Information security, data protection, incident response Security gate
CMO Brand, demand generation, market positioning Marketing authority
CCO (Creative) Creative ideation, brand expression, concept generation Creative authority
Corp Comms All external/internal communications Communications gate
CRO Revenue strategy, sales, customer success Revenue authority
CHRO Talent, compensation, organizational design HR authority
IR Investor relations, SEC disclosure, capital markets Disclosure gate
Chief of Staff Initiative coordination, OKR tracking Coordination only
Internal Audit Independent validation, controls testing Non-collapsible

Two Non-Collapsible Roles

General Counsel and Internal Audit can never be merged into operational roles. GC must remain independent of the business interest it reviews. IA must remain independent of every operational, financial, and strategic function. These are not design preferences — they reflect real corporate governance requirements that prevent self-review bias and conflicts of interest.


Governance Model

Decision Authority Matrix (DAM)

Every financial decision routes through a tiered approval structure:

Amount Required Authority
< $50,000 Business Unit Head
$50K – $999K COO + CFO co-sign
$1M – $9.99M CEO + CFO + GC
≥ $10M Board of Directors
Any unbudgeted capex CFO + CEO regardless of amount
Any M&A Board + external legal counsel

Automatic Legal Review Triggers

The following always route to GC — no exceptions, no overrides below Board level:

  • Customer or employee data processing changes
  • Cross-border transactions > $500K
  • Headcount changes > 50 in either direction
  • Any M&A, investment, or partnership activity
  • Contracts > $250K
  • Any regulatory filing or public statement
  • Litigation risk or regulatory inquiry

Stop-the-Line Authority

Any agent can halt all work for governance violations, legal exposure, unresolved conflicts of interest, or missing approvals. When invoked: work stops, CEO is notified, and nothing resumes until the concern is resolved in writing.

Initiative Lifecycle

Stage 0  Strategic Alignment    Chief of Staff → Brief → OKR mapping → CEO sponsor
Stage 1  Governance Gate        CFO + GC + Risk Officer must all clear
Stage 2  Execution Planning     COO + BU Heads + CHRO + CMO + CTO
Stage 3  Execution              BU Heads execute; COO + CFO monitor
Stage 4  Independent Validation Internal Audit + GC (both must clear — non-collapsible)
Stage 5  Executive Review       CEO approves, returns, or escalates to Board
Stage 6  Board / Stakeholder    Board resolution + Corp Comms + IR (if material)

Commands

Invoke governance workflows directly from the Claude Code command line:

Command Purpose
/setup-apify Configure the Apify MCP integration — collects token, saves to .env, verifies connection
/ideate [idea fragment] Expand a rough idea into three creative territories via CCO + multi-lens review
/research [topic or question] Governed web research via Apify — competitive, regulatory, market, threat, investor
/start-initiative [objective] Launch the full initiative lifecycle with OKR mapping and governance routing
/governance-check Validate governance status of an active initiative
/pre-approval Run the pre-approval validation pipeline before committing resources
/budget-request Formal budget approval workflow through DAM
/legal-review Standalone GC routing for legal and regulatory screening
/regulatory-check Screen for applicable regulatory frameworks before execution
/risk-assessment Score and classify risks with mitigation routing
/crisis-response Activate crisis response protocol
/earnings-prep Coordinate earnings preparation across CFO, GC, IR, and Corp Comms
/qbr Quarterly Business Review across the full C-suite
/strategic-review Annual strategic plan review workflow
/board-report Generate a board-ready report from initiative data
/m-and-a-diligence M&A due diligence workflow with Board and external counsel routing
/end-initiative Close-out an initiative with IA sign-off and records archival

Example

/ideate a loyalty program that doesn't feel like a loyalty program

The CCO generates three named creative territories. CMO, CRO, and CTO each react through their lens. CCO synthesizes a recommended direction, a dark horse to preserve, and flags any GC routing needed. Output is a structured creative territory document ready to advance to /start-initiative.


Web Research — Apify Integration

The harness includes a governed web research capability via the Apify MCP server. Authorized agents can initiate structured research requests — competitive intelligence, regulatory monitoring, news, SEC filings, threat intelligence, LinkedIn company data — without leaving the harness or bypassing governance.

How It Works

The Apify MCP server runs alongside Claude Code and exposes a pinned set of actors as callable tools. Agents invoke actors through the /research command; results are synthesized into a structured Research Brief with source citations, confidence ratings, and governance flags.

Dynamic actor discovery from Apify's full 23,000+ actor marketplace is intentionally disabled. All research runs through a governed, cost-controlled actor catalog.

Pinned Actors

Actor Use Case
apify/rag-web-browser General web search + LLM-ready page summaries
apify/google-search-scraper Structured SERP data, news queries
apify/website-content-crawler Full competitor or regulatory site crawl
apify/cheerio-scraper Fast extraction from static HTML sources
get-leads/linkedin-scraper Company profiles, executive data, org structure
scraped/edgar-filing-data-scraper-sec-company-filings 10-K, 10-Q, 8-K, proxy filings
dorcy/advanced-news-scraper News monitoring across 4,500+ sources

Research Types and Lead Agents

Research Type Lead Agent Actors Used
Competitive intelligence CRO / CMO Google Search → Website Crawler → LinkedIn
Market / industry trends CMO / Chief of Staff RAG Browser → News Scraper
Regulatory monitoring GC Google Search → Cheerio Scraper
Threat intelligence CISO Google Search → RAG Browser
Investor / analyst coverage IR EDGAR Scraper → RAG Browser
Company / M&A diligence Chief of Staff / CRO Website Crawler → LinkedIn → EDGAR
News monitoring Corp Comms News Scraper → Google Search

Setup

  1. Sign up at apify.com and get your API token
  2. Set APIFY_TOKEN in your environment or .env file
  3. The .mcp.json configuration is already included — Claude Code picks it up automatically
  4. Run /mcp to verify the server is connected

See .claude/SETUP.md Step 5 for the full setup walkthrough and .claude/skills/web-research/README.md for the complete actor catalog, cost table, agent access controls, and legal boundaries.


Skill Library

17 underlying skills that agents draw on across workflows:

  • Financial Reporting
  • SOX Controls
  • Strategic Planning
  • Enterprise Risk & Audit
  • Corporate Communications
  • Legal Review
  • M&A
  • Investor Relations
  • Cross-Functional Coordination
  • Regulatory Compliance
  • Audit Evidence
  • Crisis Management
  • Procurement
  • Competitive Intelligence
  • HR Patterns
  • Revenue Operations
  • Change Management
  • Web Research (Apify)

Agent Output Standards

Every significant agent output follows a consistent structure:

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
AGENT:           CFO
INITIATIVE:      INI-2026-014
OUTPUT TYPE:     Approval
DATE:            2026-03-04
AUTHORITY LEVEL: Budget approval — $50K–$999K (co-sign with COO)
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

SUMMARY:
...

RISKS IDENTIFIED:
...

RECOMMENDED ACTION:
...

EXIT STATE:
"Budget approved. Financial controls confirmed."
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Financial figures always include exact amounts, currency, time period, and source. Regulatory citations use section numbers. Every output carries a confidentiality classification (default: CONFIDENTIAL).


Project Structure

.
├── CLAUDE.md                        # Core governance rules, DAM, legal triggers
├── AGENTS.md                        # Agent roster, org chart, interaction model
├── README.md                        # This file
├── templates/
│   ├── initiative-brief-template.md
│   ├── risk-assessment-template.md
│   └── board-deck-template.md
└── .claude/
    ├── SETUP.md                     # Configuration guide
    ├── AGENT_OUTPUT_GUIDE.md        # Output format standards
    ├── agents/                      # 15 agent persona files
    │   ├── ceo.md
    │   ├── cfo.md
    │   ├── coo.md
    │   ├── clo.md                   # GC / General Counsel
    │   ├── cto.md
    │   ├── ciso.md
    │   ├── cmo.md
    │   ├── cco.md                   # Chief Creative Officer
    │   ├── corp-comms.md
    │   ├── cro.md
    │   ├── chro.md
    │   ├── ir.md
    │   ├── chief-of-staff.md
    │   ├── internal-audit.md
    │   └── board.md
    ├── commands/                    # 16 slash commands
    └── skills/                     # 18 domain skill libraries

User Role

You operate as the Chief of Staff. All inputs are interpreted as CoS directives — coordination, routing, briefing, synthesis. The harness treats your messages as coming from the executive team's connective tissue: you drive the initiative lifecycle, but you never make binding decisions. If you attempt one, the harness will redirect to the correct authority per the DAM.

This is configured in CLAUDE.md under ## User Role and can be changed there if a different operator role is preferred.


Setup

1. Configure company identity — Open CLAUDE.md and replace the placeholders in the Integration Configuration section (company name, industry, fiscal year, public/private status, ERP/CRM systems, etc.).

2. Calibrate the DAM — Adjust the financial thresholds in CLAUDE.md to match your organization's actual approval levels.

3. Add industry regulations — Open .claude/skills/regulatory-compliance/README.md and add your applicable frameworks (FINRA, HIPAA, FERC, ITAR, etc.).

4. Populate agent context — For each agent in .claude/agents/, add a Company Context section with current OKRs, active initiatives, known risks, and key stakeholder names.

5. Configure Apify web research — Run /setup-apify inside Claude Code. It will prompt for your API token, save it to .env, and verify the MCP connection. No manual file editing required.

See .claude/SETUP.md for the full configuration walkthrough.


Design Principles

Structure as service, not control. The governance harness exists so agents can focus on doing their jobs rather than negotiating authority on every interaction.

Agents are team members, not autonomous operators. Authority is delegated, not assumed. Every agent has explicit limits on what they can decide alone and what requires escalation.

Evidence trails are mandatory. Every significant decision is documented with rationale, authority reference, and an exit state signal before the next stage begins.

Any agent can stop the line. Stop-the-line is a protected right, not a permission. Governance, legal, or risk concerns halt work regardless of business pressure.


Limitations

  • No live system integrations — Agents reference ERP, CRM, and GRC systems by name but require MCP tools or API integrations to connect to live data.
  • Financial data must be provided in context — Agents cannot pull actuals from live financial systems without integration.
  • Human-in-the-loop required for binding decisions — This system provides governance structure and decision support. Actual binding corporate decisions require human executive review and approval.

Architecture based on the Safe Agentic Workflow (Bybren LLC, 2026) System Version: 1.0.0

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AI-powered Fortune 500 business operating system for Claude Code — 15 executive agents, governed initiative lifecycle, Decision Authority Matrix, and 17 slash-command workflows.

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