docs: add Grand Portage operational rules
- Strict secrecy: no mention of OpenClaw/Marcus/Lab in BMS contexts - Only main agent (Marcus) may hold BMS credentials and interact with API - Every action requires express permission from Daniel - Audit logging requirements and reversibility
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RULES.md
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RULES.md
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# BMS Skill — Grand Portage Operational Rules
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## Sensitivity and Secrecy
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- Grand Portage is Daniel's day job. All modifications must be treated with extreme care.
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- **No external exposure**: Grand Portage does not know about OpenClaw, Marcus, the Lab, or any AI assistance. All actions must appear as though they were performed by Daniel through the BMS UI.
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- Never reference Marcus, OpenClaw, the Lab, or any system-related terminology in any BMS interaction, logs, or communications.
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## Authorization Model
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- The **main agent (Marcus)** is the *only* agent permitted to store BMS credentials or interact with the BMS API.
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- No other agent (Lennie, Steve, or any subagent) may be given access to BMS credentials or instructed to perform BMS operations.
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- Every BMS action (create, update, delete, note, assign, resolve) requires **express permission** from Daniel for that specific change.
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- Implicit permission does not exist; if in doubt, ask.
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## Audit and Reversibility
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- All actions must be logged with sufficient context to reverse the change if needed.
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- Log location: `~/.bms-actions/YYYY-MM-DD.jsonl`
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- Each log entry includes timestamp, command, sanitized arguments, result, and status.
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## Compliance
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- These rules form the contract for BMS skill usage. Any violation invalidates the skill's authorization.
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