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Quarterback

Read the field. Call the play.

Strategic task prioritization and agent orchestration for multi-project operators.

PyPI Python License: MIT CI bobbyrgoldsmith/quarterback MCP server


Every other AI task manager breaks down one project into subtasks. Quarterback helps you decide which of your ten projects to prioritize right now — using a 5-factor weighted scoring engine, organizational context, and time-aware planning. It runs locally, costs nothing, and works as both a standalone CLI and an MCP server for Claude.

What Makes Quarterback Different

Feature

Quarterback

TaskMaster AI

Shrimp Task Manager

Multi-project prioritization

5-factor weighted engine

Single-project breakdown

Single-project

Advisory document system

Analyze articles against your goals

No

No

Agent orchestration

Autonomy levels + webhooks

No

No

Time-aware planning

Working hours, lunch, buffer time

No

No

Organizational context

Goals, constraints, workflows

No

No

Knowledge wiki (Playbook)

LLM-maintained wiki for cross-session consistency

No

No

Conflict detection

Cross-project scheduling conflicts

No

No

Standalone CLI

Full CLI without AI runtime

Requires AI

Requires AI

Cost

Free (MIT)

Free

Free

Quick Start

# Install
pip install quarterback

# Initialize (creates ~/.quarterback/)
quarterback init

# Interactive setup wizard — walks you through org, goals, workflows, projects, constraints
quarterback setup

# Add your first project and tasks
quarterback add "Launch landing page" --project "My Startup" --priority 4 --effort 3 --impact 5
quarterback add "Write blog post" --project "Content" --priority 3 --effort 2 --impact 3

# See what to work on
quarterback priorities

# Find quick wins
quarterback quick-wins

# Plan your day with time awareness
quarterback plan-day

LLM-Powered Setup (via MCP)

When using Quarterback as an MCP server, ask your LLM: "Set up Quarterback for me" — it will call the setup_quarterback tool, interview you conversationally about your business, goals, workflows, projects, constraints, and knowledge base (Playbook), then write all config files and database records in one shot. No manual YAML editing required.

MCP Server

Quarterback works with any MCP-compatible client — Claude Desktop, Claude Code, Cursor, Windsurf, Cline, OpenAI agents, and others. All 23 tools use standard MCP protocol (JSON-RPC over stdio) with no LLM-specific dependencies.

# Install with MCP support
pip install quarterback[mcp]

Add to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json):

{
  "mcpServers": {
    "quarterback": {
      "command": "quarterback-server"
    }
  }
}

Or for Claude Code (~/.claude/settings.json):

{
  "mcpServers": {
    "quarterback": {
      "command": "quarterback-server"
    }
  }
}

The same quarterback-server command works with any MCP client — just add it to your client's server configuration.

Then ask your LLM: "What should I work on today?" — it will use all 23 Quarterback tools to analyze your priorities.

Features

5-Factor Prioritization Engine

Every task is scored across five dimensions:

Factor

Weight

What it measures

Impact

30%

Task impact + project revenue/strategic value

Urgency

25%

Due date proximity + blocking status

Strategic

25%

Project priority + milestone status

Effort

15%

Inverted effort score (quick tasks score higher)

Quick Win

5%

High impact + low effort bonus

Advisory Document System

Analyze external articles, books, and advice against your organizational context:

# Import and auto-analyze an article
quarterback advisory-add --title "Growth Strategy" --url https://example.com/article

# Review the analysis
quarterback advisory-view --id 1

# Approve recommendations (optionally create tasks)
quarterback advisory-approve --id 1 --approve 1,3,5 --create-tasks

The analyzer checks every recommendation against your goals and constraints, flagging conflicts and synergies.

Agent Orchestration

Mark tasks for autonomous agent execution with configurable autonomy:

  • Draft: Agent creates a draft for your review

  • Checkpoint: Agent pauses at key decisions for approval

  • Autonomous: Agent runs to completion

Webhooks notify your automation layer (n8n, Zapier, custom) when tasks are ready.

Playbook — Knowledge Wiki

Playbook is Quarterback's compiled knowledge layer. It's an LLM-maintained markdown wiki that gives every session — local CLI, MCP, or autonomous agent — the same canonical context about your projects, decisions, and strategies.

The problem it solves: Without Playbook, each AI session starts fresh and re-derives your organizational context from sparse signals. Two sessions running the same query can produce different results because they reconstruct understanding independently. Playbook provides accumulated knowledge that all sessions read from.

How it works:

~/playbook/                          (or ~/.quarterback/playbook/)
├── CLAUDE.md                        # Schema — how the LLM reads/writes pages
├── raw/                             # Drop zone for source material
└── wiki/
    ├── index.md                     # Master catalog — read this first
    ├── entities/                    # Companies, products, clients, tools
    ├── concepts/                    # Patterns, strategies, recurring themes
    ├── decisions/                   # Decisions with rationale and alternatives
    ├── compiled/                    # QB-compatible files for task scoring
    │   ├── goals.md                 # Read by QB's prioritization engine
    │   └── constraints.md           # Read by QB's conflict detection
    └── log.md                       # Append-only operations record

Setup: Playbook is created automatically during quarterback setup (or the MCP setup wizard). The interview asks about your key entities, concepts, and decisions, then seeds initial wiki pages.

Without Playbook: Quarterback works exactly as before — reading goals and constraints from ~/.quarterback/org-context/ files. Playbook is opt-in.

With Playbook: Quarterback reads compiled/goals.md and compiled/constraints.md from Playbook first, falling back to org-context/ files if Playbook isn't initialized. Your LLM reads wiki/index.md for full organizational context.

# Check Playbook status
quarterback playbook status

# Browse the index
quarterback playbook index

# List pages by category
quarterback playbook list --category entities

# Read a specific page
quarterback playbook read entities/my-product.md

# Search across all pages
quarterback playbook search "budget"

Obsidian integration (optional): During setup, you can opt to configure Playbook as an Obsidian vault. Open the Playbook folder in Obsidian for graph visualization and visual editing. Install an Obsidian MCP server for programmatic access. No Obsidian dependency required — Playbook works as plain markdown files.

CI/CD Pipeline Integration

Quarterback's CLI and webhook system make it a natural fit for automated pipelines — update task status, log deliverables, and trigger downstream work without a human in the loop.

Direct CLI in pipelines

Add Quarterback commands to any CI/CD step. The CLI is stateless and scriptable:

# GitHub Actions example: auto-update task on deploy
- name: Mark deploy task complete
  run: |
    pip install quarterback
    export QUARTERBACK_HOME=${{ runner.temp }}/.quarterback
    quarterback update 42 --status completed --notes "Deployed via CI, SHA: ${{ github.sha }}"
# After test suite passes, log results to a task
- name: Report test results
  run: |
    quarterback update 38 --notes "Tests passed: 106/106, coverage 87%. Build #${{ github.run_number }}"
# Nightly: check for overdue deliverables and alert
- name: Nightly priority check
  run: |
    quarterback alert-check
    quarterback priorities today --limit 5

Agentic CI/CD with webhooks

Register a webhook and let your automation layer react to task events in real time:

# Register a webhook pointing at your n8n/Zapier/custom endpoint
quarterback-server  # MCP tools available, or use CLI:
# In your automation script: mark a task agent-ready after PR merge
import subprocess
subprocess.run([
    "quarterback", "update", "55",
    "--status", "completed",
    "--notes", f"PR #{pr_number} merged. Deployed to staging."
])

Use cases:

Pipeline event

Quarterback action

What happens

PR merged

update_task status=completed

Task marked done, webhook fires to Slack

Deploy succeeds

update_task with SHA + environment notes

Deliverable tracked with audit trail

Nightly cron

get_priorities + alert-check

Team gets daily summary of what's overdue

Test suite fails

add_task with failure details

Bug auto-filed, linked to project

Sprint starts

get_priorities + detect_conflicts

Surface scheduling conflicts before work begins

Agent completes work

update_agent_status status=completed

Webhook notifies orchestrator, next task dispatched

Release tagged

advisory-add with release notes

Changelog analyzed against project goals

Shared database across environments

Point multiple environments at the same Quarterback instance:

# All CI runners share one database via mounted volume or network path
export QUARTERBACK_HOME=/shared/quarterback

# Or per-environment with migration
quarterback migrate /path/to/source

This lets your local CLI, CI pipelines, and MCP-connected agents all read and write to the same task graph — giving you a single source of truth across manual and automated workflows.

Time-Aware Planning

quarterback plan-day

Considers your working hours, lunch break, buffer time for meetings, and current time to suggest tasks that actually fit in your remaining day.

Configuration

Organizational Context

After quarterback init, run quarterback setup for an interactive wizard, or ask Claude to run the setup wizard via MCP. You can also manually configure your context in ~/.quarterback/org-context/:

~/.quarterback/org-context/
├── goals.md          # Your strategic, workflow, and project goals
├── projects.yaml     # Active projects with metadata
├── workflows.yaml    # Groups of related projects
└── constraints.md    # Time, budget, and strategic boundaries

Example templates are included — copy from .example files and customize.

If you enable Playbook during setup, goals.md and constraints.md are auto-maintained from the wiki's compiled/ directory. You can still manually edit the org-context files — Playbook is additive, not required.

Alert Configuration

Configure notifications in ~/.quarterback/config/alerts.yaml:

  • Quiet hours (no notifications at night)

  • Priority thresholds (only notify for P4+ tasks)

  • Time-sensitive projects (always notify for Bills, Tax, etc.)

  • Working hours and lunch break settings

CLI Commands

Command

Description

quarterback init

Initialize Quarterback

quarterback setup

Interactive setup wizard

quarterback migrate <dir>

Migrate from task-manager

quarterback priorities [today|week|all]

Prioritized task list

quarterback add "task" [options]

Add a task

quarterback update <id> [options]

Update a task

quarterback list [-s status]

List tasks

quarterback quick-wins

Find quick wins

quarterback conflicts

Detect priority conflicts

quarterback projects

List projects

quarterback summary

Organizational summary

quarterback plan-day

Time-aware daily plan

quarterback advisory-add

Add advisory document

quarterback advisory-list

List advisory documents

quarterback advisory-view --id N

View document details

quarterback advisory-analyze --id N

Analyze document

quarterback advisory-approve --id N

Approve/reject recommendations

quarterback alert-check

Check for alerts

quarterback alert-summary

Send daily summary

quarterback playbook status

Playbook initialization status

quarterback playbook index

Show Playbook master catalog

quarterback playbook list

List wiki pages (with --category filter)

quarterback playbook read <path>

Read a wiki page

quarterback playbook search <query>

Full-text search across pages

MCP Tools (27 total)

When used as an MCP server, Quarterback exposes these tools to Claude:

Task Management: get_priorities, add_task, update_task, get_quick_wins, detect_conflicts, assess_task_value, get_blocking_tasks

Project Management: add_project, list_projects, update_project, get_organizational_summary

Advisory System: add_advisory_document, list_advisory_documents, get_advisory_document, analyze_advisory_document, discuss_advisory_recommendations, adopt_advisory_recommendations

Playbook: playbook_read, playbook_write, playbook_search, playbook_ingest

Webhooks: register_webhook, list_webhooks, update_webhook, delete_webhook

Agent Orchestration: mark_task_agent_ready, get_agent_ready_tasks, update_agent_status

Setup: setup_quarterback

Environment Variables

Variable

Default

Description

QUARTERBACK_HOME

~/.quarterback

Data directory

PLAYBOOK_PATH

~/.quarterback/playbook

Playbook wiki location (or set in config/playbook.yaml)

QUARTERBACK_API_URL

None

Reserved for Pro features

Contributing

See CONTRIBUTING.md for development setup, code style, and PR process.

License

MIT - see LICENSE


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