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Taskuary

CI License: MIT Python 3.10+ PyPI PRs welcome GitHub stars

Automate your job.

Your inbox and your coding agents in one place. Email, Teams, Slack, GitHub issues and scheduled reports land on one timeline; AI triage says what is real work; the coding CLI you already use does it; you approve the result. Runs entirely on your machine.

Taskuary in use: the timeline of email, chats and scheduled reports; a mail opened to show why triage made it a task and the AI reply drafted for approval; a scheduled report landing with its bar chart and spreadsheet; the Reports pipeline list; and the agent board with live sessions and the note one agent left the next

Real app, real data — a mail triaged and its reply drafted for your approval, then a scheduled SQL report landing on the same rail with its chart and spreadsheet. Nothing sends without you.

Where it is: early — v0.2.0, and moving fast. The funnel, the review queue, the agent sessions and the reports pipeline are all real and in daily use on my own inbox; the edges are still being knocked off, and breaking changes are possible before 1.0. Issues get answered. Full status and roadmap ↓

Useful to you? Star the repo. Stars are how other people find Taskuary — and the clearest signal of what to keep building.

Why

Work arrives as messages, but work is tasks — and you are the translation layer. You read the mail, decide what it means, open the ticket, do the thing, and write back. The first and last steps are where the day goes.

Taskuary automates the ends and leaves you the middle. Triage reads everything and files the noise. Real work becomes a task and goes to your agent, which works in your repos and reports back with the diff. Replies come back as drafts. Nothing sends, closes, or ships without you — and nothing leaves your machine except the calls you configured.

It learns your job

Every verdict you give teaches it. Edit a draft before sending — it learns your voice. Reject one — it learns what should never have been drafted. Say "Not our task" — it learns where your job ends, and that one sticks immediately as a standing note on that sender (yours to review under Settings → Agent memory).

The general lessons take a stricter road, so one odd Tuesday never becomes a rule:

Your verdicts become a hypothesis with score s:2; agreeing verdicts add a point and contradictions remove one; at s:4 with proof from two or more people it is promoted into LEARNED.md, which then rides into every triage, draft and agent run

How the memory works, concretely. Each lesson is one line in LEARNED.md (Docs tab) — a guess with a score. Say you strip the greeting off three drafts this week; the file soon carries:

- John drops greetings and signs off in one word. [s:4 | ev: rv12,rv15,rv31 | seen: 2026-08-19]

Read the tag left to right: s:4 is the score — how often the guess has held. It starts at 2, gains a point every verdict that agrees, loses one every verdict that contradicts; at 4 the line is promoted and starts steering triage and drafts, at 0 it's deleted. ev: is the receipts — the exact verdicts that taught it (rv12 = your decision on review #12), so you can see why it believes something. seen: is the last day it held. Delete the line and the lesson is gone; lines you write yourself carry no tag and are never touched. Two more guardrails: a rule that would hide mail (never a task, auto-file) waits for your explicit OK instead of promoting itself, and SOUL.md — the rules you write — always outranks the learned file. One switch in Settings turns the whole loop off.

And it can learn the job you had before it. Verdicts take weeks to accumulate; your mailbox already holds months of them. Docs → TRIAGE.md or STYLE.md → Generate from history reads your last three months of mail (sent + inbox, straight from the mailbox), pairs every inbound thread with whether you answered it, and writes the distilled guidance into a marked block of the doc — regenerate any time, your own lines outside the markers always survive. What each one feeds from then on:

  • TRIAGE.md + its history block → every triage verdict: what kinds of asks you actually answer, which senders and domains matter (backed by a per-domain answer-rate roll-up), what's reliably ignorable;
  • STYLE.md + its history block → every reply draft: your greeting and sign-off, tone and length, characteristic phrasing, how you push back — distilled from the replies you yourself sent.

Get started

pip install taskuary
taskuary        # opens http://127.0.0.1:7787

Python 3.10+ is all you need.

Which OS? CI runs the full test matrix on Windows, Linux and macOS, and the app runs on all three — but it is developed on Windows, so that is where the terminal, the desktop shell and the agent presets get the most real use. On macOS and Linux expect the core to work and the occasional rough edge; open an issue and it gets fixed. The single-file prebuilt .exe is Windows-only.

Then, in Connectors — a minute or two each:

  1. AI — paste an Anthropic / OpenAI / Azure OpenAI / OpenRouter key — or no key at all: the Ollama card runs triage on a local open-source model. Triage is now on. (A small, cheap model is the right pick here; the expensive one goes in step 3.)
  2. A channel — Outlook, Gmail/IMAP, Teams, Slack, Telegram, WhatsApp or Discord. Mail starts landing on the Timeline — and Jira/Asana/Monday/ClickUp/Todoist/Linear/Trello/ GitLab/Azure DevOps items assigned to you, Sentry errors and PagerDuty incidents ride the same funnel.
  3. Your coding CLI — pick a preset (Claude Code, Codex, Gemini, Cursor, Copilot), Save, Test. Add a GitHub PAT and repos are discovered for you.
  4. Reports (optional) — point at SQL Server, any database by connection string, AWS, Azure, Prometheus, Datadog, MCP, REST or RSS and schedule a query with an AI prompt; the summary lands on your Timeline. One ships ready-made: the Morning digest, a daily brief of your own funnel — edit its prompt to taste, or delete it.

No cloud key at all? Set Settings → Triage & routing → Triage brain to your CLI agent and skip step 1 — one brain does everything, slower and pricier per message. See One brain or two.

Prefer a desktop app? pip install "taskuary[desktop]" then taskuary-desktop — the same UI in a native window. A prebuilt single-file Taskuary.exe is attached to every CI run.

The workspace

One tab per question, two lines each; the details live in the app's own help text.

  • Timeline — everything inbound on one day-grouped rail, chips saying what each row IS and whether it needs you. Click a row: the whole message (stored whole, not a preview), its attachments drawn inline — half of "see below" mail is the screenshot — and every way out: approve the drafted reply, send it to a coding agent, hand it to a person, split or merge, "not our task" (which teaches triage for next time).
  • Board — the agent kanban: Queued / Working / Waiting on you / Done, by what is TRUE right now — a live session counts as working, and a session gone quiet moves its card to waiting on you with the question showing. Cards working now show a live peephole and the files their agent has modified so far; a queued card says whom it waits behind (see Many agents, one repo).
  • Tasksthe page is a terminal: your CLI in the task's repo, prompt typed in and sent, and you keep talking. Taskuary picks the checkout from the SOUL.md repo map (one click to override); the prompt carries the ask, the mail, the files and the rules, so the agent never re-fetches what it was handed. Done — wrap it up reads the transcript, writes the report and drafts the reply — the agent is asked nothing, and both still work after the terminal itself is long gone. Pause keeps a handover note the next session is seeded with. The kind is a control: "this is not a coding task" is one dropdown, and saying reply routes it into Review instead of a repo.
  • Review — the decision queue. Approve & send sends whatever is in the box on the channel it arrived on, in-thread; a refused send says so right there and keeps the text. A reply drafted before an agent looked at the problem waits as held and comes back rewritten from what the agent actually found.
  • Reports — sources at the top (SQL, REST, MCP…), one AI prompt at the bottom, a schedule. The rows come back as an .xlsx and a bar chart the summarizing model itself chose the columns for; capped slices are named as capped so the AI never calls a truncated slice "all of them". Preview runs the whole pipeline first. The Morning digest ships as one of these — your own funnel as the data source, the daily brief on the Timeline — so every install starts with a working example.
  • Connectors — a catalog with a wizard per card. Every connection has roles you choose: trigger (inbound work), feed (shown, never triaged), report, tool (agents may use it), notify (Taskuary pushes pings TO it). Nothing is polled without a role.
  • Docs — the six plain-markdown documents that steer everything (see The six documents); they maintain themselves as connectors and repos appear, and two can generate themselves from your mail history. Your name lives in ONE field here and fills every {{owner}} mention.
  • Settings — triage knobs with plain-English help, deterministic routing policies that no model confidence can override, the learned memory, notification level, and one-click audit-chain verification.

Two principles hold everywhere: nothing sends or ships without your approval, and agents work where you can watch — a real terminal, never a hidden run. Out of the box it works the mail (auto-dispatch + auto-draft, both switchable); triage is AI-gated, so with no AI connected messages file visibly instead of heuristics spraying tasks.

Many agents, one repo — no stepping on each other

Two agents share one checkout: each working card shows the files ITS agent has modified (claude in the theme files, codex in the report code and its tests), and a third task waits in Queued with the reason written on the card — waiting on TQ-0009, both would modify ReportsView.jsx, starts by itself when it can

Auto-dispatch can put several CLIs to work at once — and the board keeps them out of each other's way with three light moves. No locks, no worktrees, no manager agent:

  • Affinity routing — before a task auto-starts, Taskuary asks the triage brain one cheap question: would it likely modify the same files as something already running in that checkout? Likely yes → the task queues behind the running one — the ⏳ chip on the card says behind whom and why (hover it) — and starts by itself the moment that agent finishes. A full house (every session slot busy) queues the same way. Wrong guesses are cheap by design: a wrong yes waits some minutes, a wrong no is caught by the next move.
  • The blackboard — the board itself is what agents know about each other. Every working card shows the files its agent has actually modified so far — read off git (dirty files minus what was already dirty when the session opened) and the run trace, never off a plan, because agents predicting their own scope get it wrong and their tracks do not. An agent starting in the same checkout gets exactly that picture in its opening prompt: who else is here, on which task, in which files.
  • First in has control — and the newcomer is told so, plainly: those files are the other agent's; never edit, revert, stash or commit them; no git add -A / commit -a; stage only what you yourself changed. Agents in other repos are deliberately never mentioned — awareness costs prompt tokens, so they are spent only where a collision is physically possible.

One brain or two

Two different jobs, two very different price tags: triage reads one message and answers in a line (thousands of times a month), coding rewrites your repositories (a few times a day). Taskuary lets you split them or tier them:

setup triage / drafts / summaries coding sessions when
Two brains (recommended) a small cloud model — Anthropic / OpenAI / Azure OpenAI / OpenRouter connector, fractions of a cent per message your CLI agent, its full model you have (or can get) one cheap API key
One brain, two gears the same CLI, downshifted to its light model (set it on the agent: haiku, gemini-2.5-flash…) the same CLI, its main model one subscription, no API key — Claude Max, Codex
One brain, one gear the CLI at full model the CLI at full model works, but every newsletter costs a frontier-model run
Local brain an open-source model on your own machine — the Ollama connector, or any OpenAI-compatible server (LM Studio, llama.cpp, vLLM) your CLI agent, or a CLI wrapping the same local model no key, no cloud, no mail leaving the box

Suggested setup: connect an Anthropic key with claude-haiku-4-5 as the triage brain (Settings → Triage & routing), keep claude as the coder with its default model — or, with no API key at all, set the coder's light model to haiku (Connectors → AI CLI agents → Edit) and point the triage brain at cli: coder. Either way the expensive model only ever runs when there is real work in a real repository, and the cheap one handles the reading: intent triage, reply drafts, report summaries, the morning digest, the lessons distilled into LEARNED.md.

The six documents

Plain markdown, all on the Docs tab, all yours to edit. Three you write, two write themselves, and two can bootstrap themselves from your mail history (TRIAGE.md and STYLE.md — the Generate from history button). Each feeds exactly the calls it belongs in.

TRIAGE.md, STYLE.md, SOUL.md and LEARNED.md feed triage and replies on the cheap model; SOUL.md, CODER.md and LEARNED.md feed coding agents on your CLI; DIGEST.md is your own morning read — and TRIAGE.md and STYLE.md can be generated from three months of your own mail

document what it is who reads it
TRIAGE.md the classifier's instructions — what makes a task, a question, or FYI; ships as a default, edit it to reshape every verdict — Generate from history adds what 3 months of your answered-vs-ignored mail says matters triage (cheap model)
STYLE.md how you write replies — greeting, tone, length, phrasing; write it, or let Generate from history distill it from 3 months of your sent mail reply drafts
SOUL.md the constitution: your rules, voice, escalation lines, the repo map triage, replies, coding agents
CODER.md how the coding agent works and closes out coding agents (your CLI)
LEARNED.md your profile, learned from your verdicts — SOUL.md outranks it triage, replies, coding agents
DIGEST.md your morning brief: what's in flight, who waits on whom — written by the Morning digest report (Reports tab), whose prompt decides what goes in you — it lands on your Timeline daily; delete the report to turn it off

Standing notes (Settings → Agent memory) ride alongside: sender-scoped verdicts injected into triage and replies — the specific layer under LEARNED.md's general one.

Bring your own agent — and pick its model

Every run surface (Board dialog, task page, "send to coding agent") asks two questions: which CLI works it, and which model that CLI runs. The model list comes from the CLI — opus / sonnet / haiku and the full claude-* ids for Claude Code, the gpt-5-codex family for Codex, and so on — and "the agent's default model" leaves it to the profile. Under the hood it is one flag appended to the command (--model by default, model_arg if your CLI spells it differently), so a per-run choice never edits your saved profile.

Any CLI that reads a prompt on stdin works. The presets ship the right headless flags — the important one being the auto-approve flag (--dangerously-skip-permissions, --full-auto, --yolo, …): without it a headless agent hangs waiting for an approval click that never comes. The built-in Test runs one tiny prompt through your CLI to prove the wiring before it goes live. Claude Code's JSON output is parsed natively, which enables resumable message-the-agent sessions; plain-text CLIs work too.

Integrations

type status notes
outlook / teams / slack inbound channels → Timeline through AI triage
gmail / imap any mailbox that speaks IMAP — Gmail (App Password), a domain.com address, Yahoo, an ISP. In through triage, approved replies back over the provider's own SMTP, in-thread
telegram a bot token from @BotFather and nothing else — chats in through triage (photos reach the vision triage), approved replies back into the same chat. Approve-first: a new chat registers OFF under Sources with its chat id, and only the ones you flip on become work — a public bot can be messaged by anyone. With the notify role it also pings your phone with what's waiting on you ("the work is done, the reply is drafted in Review")
whatsapp your own account, via a small Baileys bridge that runs beside the app (cd taskuary/whatsapp && npm install && node bridge.mjs, pair once by QR or code) — asks in through triage, approved answers back into the chat, notify role pushes pings out. The heavy dependency deliberately lives in the bridge, not Taskuary — unofficial protocol, use a number you'd risk
github PAT → auto repo discovery, issue loop, repo map in SOUL.md; optional inbound trigger (new issues/PRs → Timeline → triage). Tasks born from a PR or issue carry the card's editable standing prompt — the PR default says judge it (useful? safe? minimal?), run the tests, report a verdict, never merge
jira / asana / monday items assigned to you land on the Timeline through triage, linking back — "assigned in Jira" and "asked by email" end up in the one funnel. Read-only; each card takes an optional standing agent prompt
gitlab issues + merge requests assigned to you → Timeline through triage — gitlab.com or your own instance. Read-only
azdo (Azure DevOps) work items assigned to you (WIQL @Me) → Timeline through triage. Read-only
linear / trello / notion Linear issues and Trello cards assigned to you flow through triage; Notion pages shared with the integration surface as a feed when they change
discord watch channels with a bot — messages in through triage, approved replies post back into the channel
sentry / pagerduty new unresolved errors and open incidents land on the Timeline through triage — production breakage joins the same funnel as the mail about it
anthropic / openai / azure_openai AI for triage + report summaries
openrouter one key, the whole catalog — open-weights Llama / Qwen / Mistral and every closed model, as the triage brain
ollama local open-source models, no key and no cloud — Ollama out of the box, base_url reaches LM Studio / llama.cpp / vLLM
mssql connect once; build AI-summarized reports on the Reports tab
database any engine by connection string — postgres / mysql / snowflake / oracle URLs via SQLAlchemy, raw ODBC strings via pyodbc; write {password} in the string and the real one stays write-only
aws Test & discover lists what your keys can reach — every S3 bucket and CloudWatch log group — and each object picks its own job: report (default, nothing polled), feed, tasks, or off. Plus any service call as a report or agent tool. IAM keys or the server's own credential chain
azure same discovery for blob containers and Log Analytics workspaces across the subscriptions your app can see, each with its own report/feed/tasks picker — plus any ARM path. Reuses the Outlook card's app registration automatically; it just needs RBAC roles
entra_* Entra ID on the same app registration: people (with accountEnabled, so a disabled account never reads as active), a group's transitive members, sign-in activity, and licence SKUs with seats consumed vs spare — the unused-seat report. Test names which of these the app is actually permitted
prometheus / datadog PromQL instant queries (each series = a row of labels + value); Datadog monitor states, trouble sorted first — reports and agent tools
winrm run PowerShell on any machine you can RDP into; output → Timeline
mcp any MCP server's tool as a scheduled report
sqlite / rest / rss scheduled reports, AI summaries optional
sharepoint_list google_sheets graphql smb_file 🗺 planned one ~15-line executor away — PRs welcome

Anything can also push items in: POST /api/ingest/push with {subject, body, from_email, channel} — cron jobs, webhooks, other apps. The full API is browsable at /api/docs while the server runs.

Development

git clone https://github.com/ldbumble/taskuary && cd taskuary
pip install -e .[dev,mssql,desktop]
taskuary --debug            # verbose console; every run also logs to ~/.taskuary/taskuary.log

pytest -q                   # 300 tests, no network or credentials needed

cd website                  # the React UI (React 18 + MUI, Vite)
npm install
npm run dev                 # dev server, proxies /api to a running taskuary on :7787
npm run build               # emits taskuary/web/ (committed - pip installs need no node)

# the README hero: drive a seeded demo through the funnel, then assemble the GIF
npm i --no-save puppeteer-core
python seed_demo.py                            # with TASKUARY_HOME pointed at a scratch dir
node hero_frames.mjs http://127.0.0.1:PORT     # frames + per-frame delays
python hero_gif.py                             # -> docs/hero.gif (Pillow; no ffmpeg needed)

pip install -e .[build]
pyinstaller taskuary.spec   # dist/Taskuary.exe - single-file desktop build

Data lives in ~/.taskuary/ (override with TASKUARY_HOME): taskuary.db (SQLite), config.toml, taskuary.log. For LAN use set [server].token in config and send it as the X-Taskuary-Token header. CI runs the test matrix on Windows / Linux / macOS × py3.10 / 3.12 on every push and pull request, plus the web build. The single-file exe is built on push to master.

Status / roadmap

Early (v0.2.0) and moving fast — said up top too, because it should not be something you find out at the bottom.

  • AI-gated triage, review queue, resumable agent sessions, hash-chained audit
  • Reports tab: source → query → AI summary → Timeline pipelines
  • Connectors catalog with setup wizards: channels, AI, GitHub, SQL Server
  • Agent presets (Claude Code, Codex, Gemini, Cursor, Copilot) with one-click Test
  • Desktop app + single-file Windows exe
  • Interactive agent terminal (pty + websocket + xterm.js) and hand-anything-to-an-agent
  • Per-connection roles (trigger / report / tool) and authority (read / write / admin) over what agents may do through one
  • GitHub issues as an inbound trigger
  • Configurable triage brain — a cloud key or your CLI agent — and /api/tools/run
  • Self-learning triage: LEARNED.md distilled from your verdicts, with strength + evidence per line
  • Generate from history: TRIAGE.md and STYLE.md bootstrapped from 3 months of your own mailbox
  • Data connections: any database by connection string, AWS, Azure, Prometheus, Datadog
  • Developer inboxes: GitLab, Azure DevOps, Linear, Trello, Notion, Discord, Sentry, PagerDuty
  • Board inboxes: Jira, Asana, Monday.com, ClickUp, Todoist
  • The round trip: answers typed into the working agent's session; reviews decided from your phone
  • Automation ideas: a weekly report mining your own funnel for the next thing worth automating
  • Proof of work on every review: files changed, the tests that actually ran, CI, attempts — and what is not evidenced
  • Closed git loop: a draft PR or a direct push to the default branch (your call), CI watched either way, a red build handed back to the agent that wrote the code
  • Safe outputs: agents propose high-impact actions (PR, public comment, close, tool run); code validates, you approve
  • Follow-ups — track what YOU are owed: a sent reply or hand-off that asked a question starts a quiet timer; no answer in N days surfaces a "nudge?" with the follow-up drafted
  • Earned autonomy — auto-answer offered per pattern once your unedited approvals prove the draft (with the receipts, revocable per rule); today auto_answer is a policy you write by hand
  • Teams as a phone-approvals channel (Telegram and WhatsApp carry it today)
  • Remaining report connectors (table above)
  • Tray + notifications for the desktop shell

Contributing

The single best first PR is a report connector — ~15 lines turns any system (Postgres, Google Sheets, Jira, Prometheus…) into an AI-summarized Timeline report. CONTRIBUTING.md has the recipe, the repo map, and the dev setup; good first issues are seeded and waiting. Tests run offline in ~2 seconds — no credentials needed to hack on the funnel. Please read the Code of Conduct; security issues go through SECURITY.md, not a public issue.

Looking for collaborators

Taskuary is early and I'd rather build it with people than alone. I'm looking for a few regulars, not one-off drive-bys — though a single good PR is very welcome too.

Where help goes furthest right now:

  • Connectors — every row marked 🗺 in the table above, plus whatever system runs your day. One executor function and you own that integration.
  • Non-Windows polish — see the note by the install instructions: development happens on Windows. macOS and Linux users who hit rough edges (and fix them) are gold.
  • Agent CLIs beyond the presets — if your CLI needs different flags to run headless, that's a preset PR and a paragraph in the README.
  • Design and UX — this was built by one person with strong opinions and no designer. Argue with them.
  • Real-world war stories — run it on your own inbox for a week and open an issue about what broke, what felt wrong, or what you kept doing by hand anyway. That feedback shapes the roadmap more than feature requests do.

Want a bigger piece? Say so in an issue — follow-up tracking, a notifications/tray shell, and a plugin API for connectors are all on the roadmap and all up for grabs. Interested in maintaining an area long-term? Open an issue titled maintainer: <area> and let's talk.

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