In Depth & Reference

Working with AI Agents

Contents

TandemLoop is built from the ground up so that external AI agents can work on the same data as equal partners. The app itself contains no AI—you connect an agentic AI tool of your choice (see Connecting an AI Tool). The data folder contains no black-box format, but plain-text Markdown that any tool can read. Still, a clear working agreement applies: you decide what happens to your structure.

The Tandem Principle

The tandem metaphor describes the collaboration well: you sit in front and set the direction; the agent sits behind and provides the power. Neither side acts on its own authority. For the app, this means:

  • You define vision, priorities, relationships, and decisions.
  • The AI tool keeps track of things, prepares, reminds, recognizes patterns, and suggests actions.

The AI tool is your partner in the tandem—a separate program, not part of TandemLoop. It creates new items in your system, maintains tasks assigned to it (assigned_to: ai), and—if you turn proposals on—suggests changes as proposals.

How Agents Work with the Data Folder

AI agents read the data folder like any other tool—they navigate the folder structure and read YAML frontmatter and the Markdown body. What they may write depends on whether you’ve turned on proposals:

Proposals off (default) Proposals on
Creating new items: tasks, projects, milestones, areas, folders, views, tags directly, where they belong; if no place is clear, a task goes into the Inbox new tasks in the Inbox directly, everything else as a proposal
Maintaining assigned tasks (assigned_to: ai): title, body, status (including the handback to you), date fields and reminder, Waiting For, tags, delegation, repeat, values of custom attributes directly directly
Changing and moving existing items: sorting the Inbox, filling in fields, restructuring projects, adjusting views directly; on each of your tasks it changes, it leaves an entry in the History as a proposal, which you review and approve in TandemLoop
Deleting, completing or dropping your tasks, changing specs only at your explicit request; without a request, the agent describes the step in the conversation or asks you a question and waits for your approval as a proposal

You rename or delete existing tags yourself in the app. Regardless of the setting, an agent may create custom attributes and themes and, at your request, set a reminder on any open task. In both cases, directly editing _archive/, _system/, _conflicts/, the app settings in _config/, and the managed block in AGENTS.md is prohibited.

On every run, the agent records the time in _config/agent.yaml (last_run). From this, TandemLoop shows under Back from Agent › With the Agent when it last worked—see Working Together Autonomously & Continuously.

Turning Proposals On or Off

Proposals are optional and turned off by default. You can turn them on anytime in Settings:

Settings › AI Agents › Turn on proposals from AI agents

The setting applies to the entire data folder. When it’s off, TandemLoop hides all proposal sections; existing proposal files remain unchanged and reappear as soon as you turn proposals on again.

Proposals—Changes You Approve

With proposals turned on: a proposal is a Markdown file in the _proposals/ folder. It describes one or more actions (for example, “Move task X to project Y”), including a rationale. You can approve, reject, or send back a proposal for revision as a whole or action by action.

Sidebar › Proposals (at the bottom) › open a proposal › Approve or Reject

You’ll find more about the proposal workflow in Part 4 of the manual.

Custom Attributes—Also Created by Agents

Custom attributes are part of the data model that agents know: AGENTS.md and _system/docs/data-model.md list all currently defined attributes with key, type, scope, options, and description. The app updates this list automatically as soon as you create, change, or delete an attribute—or an agent writes a new definition file.

For example, at your request an agent can create a “Client” attribute for tasks and then fill it in—directly without proposals; with proposals, directly on its assigned and newly created items and through a proposal on all others (parameter attributes).

Good descriptions help: Agents read an attribute’s description too. The more clearly it explains what the field is for and how it’s filled in, the more accurately agents enter values.

AGENTS.md—The Instructions for Agents

The file AGENTS.md is in the root folder of your data folder. It explains the rules to every AI agent: allowed actions, writing rules, the directory structure, and—with proposals turned on—the proposal format. The app keeps this file up to date and rewrites it to match when you turn proposals on or off. You can read it, but you shouldn’t change the system-managed block between the markers TANDEMLOOP:START and TANDEMLOOP:END by hand.

Using agents from outside: When you point Claude Code, another AI tool, or a script at your data folder, refer it to AGENTS.md first. Well-instructed agents follow the rules described there—without proposals they create and change items directly but delete only at your request; with proposals they submit proposals. That way you stay in full control.