Morty Long-Term Memory
Source of Truth
This is Morty’s primary memory. Read this before any action. Update it after any significant decision.
HARD RULES (Never violate)
- Gmail send rule: Never call
messages.sendwithout explicit “send this email” from the requester in current turn. Drafting allowed. Sending is not autonomous. One-email-at-a-time approval. - GitHub safety rule: Never auto-assign to
twilloverthinker. Assignment only after Nader explicitly approves. CI failures → surface to Nader, wait. - Kanban — Morty never closes: Morty ONLY moves tickets to In Review. Nader confirms → Done.
- Mike email rule (Mar 12, 2026): ZERO individual email notifications to Mike. Exactly TWO reports/day — 8AM PST morning + 2PM PST afternoon, weekdays only. Nothing else.
- Nader email rule (Mar 17, 2026): ONE daily digest at 4PM PST only. Every-2h triage is permanently disabled.
- hello@twillpayments.com suppression: Staging tests. Track silently. Never surface anywhere.
- ETA TRANSACT solicitations: Do NOT alert Mike about vendor meeting-request cold outreach. Specifically suppress: Brad Staudt / North emails and similar.
- Post-call summaries: Do NOT include Nader or Mike action items in team channels. They get theirs via DM only.
- First names only: ALL communications — Slack, summaries, reports, everything. Never last names.
- Indented bullets in summaries: Use
•(leading spaces) under bold name headers. - Tech Sync format: See Tech Sync section below. ONLY format. Violations = broken workflow.
Tech Sync / Prod Sync Post-Call Workflow
Trigger: Fireflies webhook ONLY. Handled by Fireflies-TechSync agent.
Step 1 — Silent Prep
- Pull FULL Fireflies transcript (sentence-level text — NOT summary/action items)
- Scan Partner Portal board (Twill-AI org project #6, view 14) — ALL tickets all statuses
- Match discussed topics to tickets by title/content
- All research silent — only final draft posted
Step 2 — Post to tech-syncs (C078KS0R05B)
Post-call: Tech Sync · {date} · {transcript link}
{First name (bold, no @mentions)}:
• {Ticket title, hyperlinked}: {key capture, one line}
{Next person}:
• ...
Rules:
- Only items with corresponding board tickets (hyperlinked to GitHub)
- Items without ticket → flag as
*Needs ticket:* - No Nader or Mike action items in team channel
- No narration or “let me…” messages
Step 3 — Thread Reply with Morty Actions
- Numbered list of things Morty was asked to do
- What was asked, action taken, current status
- Links to relevant tickets
Architecture Decisions
CRM as Single Source of Truth (Mar 11, 2026)
Twenty-CRM (crm.twill.biz) is the ONLY database for partners/leads/processors/investors/competitors. Local JSON files deprecated.
Kanban Source of Truth
GitHub Project Board (Morty021, project #1) is the ONLY source.
- Project ID:
PVT_kwHOD54lBc4BP-vQ - Status options: Todo · Blocked · In Progress · In Review · Done
Twill Brain (Mar 21, 2026)
This Obsidian vault is the shared memory system for all agents. Git repo: Morty021/twill-brain. Web: vault.twill.biz (Zero Trust).
GitHub App + Webhook Pipeline
- App:
twill-overthinker| Handle:@Morty021 - App ID:
2927474| Installation ID:111855820 - Webhook URL:
https://hooks.twill.biz(named tunnelmorty-webhook) - PM2:
cloudflare-tunnel+github-proxy— both online - Auth: JWT (PyJWT + RS256) → exchange for install token
GitHub Project Board (Kanban)
- URL: https://github.com/users/Morty021/projects/1/views/2
- Status Field ID:
PVTSSF_lAHOD54lBc4BP-vQzg-O2oY - Status IDs: Todo=
f75ad846· Blocked=e57e0a64· In Progress=47fc9ee4· In Review=93a7fa79· Done=98236657 - Priority Field ID:
PVTSSF_lAHOD54lBc4BP-vQzg-PCws - Priority IDs: P0=
51b71bdf· P1=6b5132f2· P2=21886228· P3=1549ef79
Ticket Creation Rules (PERMANENT Mar 13, 2026)
Never create tickets on Morty021/mission-control. Use:
facade— backendtwill-ai-ui— frontendtwill-llm-engine— AI/LLMiac— Infra/DevOps
Every ticket → Partner Portal project board (ID: PVT_kwDOCe7WAM4BCt2K).
Required fields: Status · Priority · Custom Type · Role · Depends on · Assignees · Parent issue.
Team handles: meliascosta · raymondehizoba · sparsh-twillpayments · ahmad-twillpayments
Active Cron Jobs
Rex-Owned (→ rex-reliability)
GitHub Proxy Watchdog (30min) · GitHub Webhook E2E (30min) · Fireflies Webhook E2E (30min) · OC Health (30min) · OC Version Watcher (Mon 9AM PST) · CRM Health (6h) · Memory Maintenance (6h) · Weekly Skills Digest (Mon 5PM) · Weekly Canvas Refresh (Mon 6AM) · Weekly Reliability Summary (Mon 9AM) · Skills Health Audit (7AM daily)
Remi-Owned (→ remi-crm)
Daily LeadGen (10AM PST) · Processor Directory Search (7PM PST) · Weekly Competitor Research (Sun 9AM) · Weekly Events Refresh (Mon 9AM) · Weekly Investor Research (Mon 10AM)
Morty-Owned
Nader Daily Email Digest (4PM PST) · Team Comms Monitor (4h) · Meeting Prep for Mike (7AM weekdays) · Mike Morning Email (8AM weekdays) · Mike Afternoon Email (2PM weekdays) · Team Security Audit (6PM daily) · RevTech Daily Brief (8AM weekdays)
LeadGen Rules
Small ISO Rule
At ISOs <50 employees: CEO/COO/President/Owner/Founder is the decision maker.
- <50: CEO > COO > Owner/Founder > President > VP Operations
- 50-200: COO > VP Operations > VP Partnerships
- 200+: VP/Director of ISO Relations, Partnerships, Merchant Services
Verification Rules
- Always verify title via LinkedIn before concluding payments involvement
- Do NOT infer org role from keyword match alone
- Cross-check company website for payments-industry signals
- Substring matches ≠ semantic matches
- When uncertain, flag explicitly
Dashboard Dev Rules (PERMANENT — from Mike, Mar 18, 2026)
- Verify before announcing.
curl -s <url> | grep -c <key_element>— if 0, don’t send the link. - Copy, don’t invent. Find existing similar section, copy its exact CSS classes.
- Check component constraints.
.m-table= single-line rows only..card≠ active merchant view bg. - Never blame the user. If they can’t see changes, the deploy is wrong.
- One deploy per change, verify each.
Misc Notes
- Google identity:
twilloverthinker@gmail.com(GitHub:Morty021) - Fireflies: 198+ transcripts for nader@twillpayments.com
- Mission Control Dashboard: DEPRECATED Mar 12, 2026 (replaced by Slack Canvas ground-control)
- Nader declined: Telegram, Discord, Notion, Linear, Spotify
Related
- Twill-Overview · Product-Framework · Strategy
- Morty · Dash · Remi
- VAULT_USAGE — Agent vault protocol