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Core Concepts

This guide introduces the fundamental concepts you need to understand to work with Marcus effectively.

Overview

Marcus orchestrates AI agents to work autonomously on software development projects. Understanding these core concepts will help you use Marcus effectively and understand its capabilities.

Key Concepts

1. Agents

What they are: AI workers (Claude, GPT, Gemini, or custom models) that autonomously complete tasks.

How they work:

  • Register with Marcus once at startup
  • Request tasks from Marcus
  • Work independently with full context
  • Report progress and blockers
  • Complete tasks and immediately request more work

Key characteristics:

  • Autonomous - Work independently without constant supervision
  • Ephemeral - Can start/stop as needed; Marcus maintains continuity
  • Context-aware - Receive rich context about dependencies and related work
  • Accountable - All work is logged and traceable

Learn more: Agent Workflows

2. Tasks

What they are: Units of work with clear objectives, dependencies, and success criteria.

Task structure:

Task
├── Name/Description - What needs to be done
├── Phase - Planning, Development, Testing, Deployment
├── Dependencies - Tasks that must complete first
├── Assigned Agent - Who's working on it
├── Status - Todo, In Progress, Completed
├── Context - Implementation guidance and related decisions
└── Predictions - Estimated completion time, risk factors

Task lifecycle:

  1. Created - From project description or manually
  2. Available - Ready to be assigned (dependencies met)
  3. Assigned - Agent receives task with context
  4. In Progress - Agent working, reporting progress
  5. Completed - Verified and closed

Key characteristics:

  • Context-rich - Include implementation context from related tasks
  • Dependency-aware - Know what must be done first
  • Intelligently assigned - Matched to agent skills and availability
  • Predictable - Marcus predicts completion time and risk

Learn more: Hierarchical Task Decomposition

3. Projects

What they are: Structured collections of related tasks with phases, dependencies, and goals.

Project structure:

Project
├── Name/Description - What you're building
├── Phases - Logical groupings (Planning → Dev → Test → Deploy)
├── Tasks - Individual units of work
├── Dependencies - Inter-task relationships
├── Agents - Team working on the project
├── Board - Kanban board representation
└── Metrics - Health, progress, predictions

How projects are created:

  1. Natural Language - Describe your project in plain English
  2. Marcus NLP Engine - Parses description into structured components
  3. Task Generation - Creates tasks with intelligent dependencies
  4. Board Creation - Sets up Kanban board with phases

Key characteristics:

  • Phase-based - Organized into logical workflow stages
  • Dependency-managed - Tasks ordered for optimal flow
  • Health-monitored - Continuous analysis of project status
  • Predictive - Timeline forecasts and risk analysis

Learn more: Creating Projects

4. Kanban Boards

What they are: The shared task store that mediates all coordination. Every action — task creation, assignment, progress, decisions, artifacts — lives on the board.

Supported providers:

Provider Status Notes
SQLite Default Zero-setup. No Docker, no external services. Marcus creates data/kanban.db automatically on first project. Recommended for solo and experimentation.
Planka Stable Self-hosted drag-and-drop UI. Requires Docker (Planka + Postgres only — Marcus still runs locally).
GitHub Projects Alpha Provider exists; end-to-end testing pending.
Linear Alpha Provider exists; end-to-end testing pending.

Trello and Jira providers are not supported — they are deferred until a real user request lands.

How Marcus uses the board:

  • Single source of truth — all task status, context, and history live here
  • Communication medium — agents log decisions and artifacts to the board, not to each other
  • Visibility layer — Cato (the dashboard) reads the board for real-time UI
  • Audit trail — complete history of what happened, who did it, and why

Key characteristics:

  • Pluggable — pick the provider that fits your team
  • Board-only communication — no agent-to-agent messaging
  • Crash-resilient — agent failure doesn't lose work; the next agent picks up where the last one stopped
  • Inspectable./marcus board shows the current state from the terminal

Learn more: Kanban Integration

5. Context System

What it is: Marcus's system for providing agents with comprehensive task understanding.

What context includes:

  • Task details - Description, requirements, success criteria
  • Dependencies - What was done before, what depends on this
  • Implementation patterns - Similar tasks, successful approaches
  • Architectural decisions - Choices made by other agents
  • Risk factors - Potential blockers, complexity assessment
  • Predictions - Expected timeline, confidence levels

How context is built:

  1. Dependency analysis - Examines related tasks
  2. Historical patterns - Finds similar completed tasks
  3. Decision aggregation - Collects relevant logged decisions
  4. AI enrichment - Adds intelligent guidance
  5. Predictive insights - Includes completion forecasts

Key benefits:

  • Reduces back-and-forth - Agents have everything needed upfront
  • Ensures consistency - Follows established patterns
  • Prevents conflicts - Aware of other agents' work
  • Enables autonomy - Work independently with confidence

Learn more: Context & Dependencies

6. Dependencies

What they are: Relationships between tasks that define execution order.

Types of dependencies:

  • Explicit - Manually defined "Task B needs Task A first"
  • Inferred - AI detects implicit dependencies (e.g., "API implementation" before "frontend integration")
  • Phase-based - Planning before Development before Testing

How dependencies work:

  • Automatic inference - Marcus uses AI to detect dependencies
  • Validation - Prevents circular dependencies
  • Enforcement - Tasks only available when dependencies complete
  • Optimization - Identifies tasks that can run in parallel

Key characteristics:

  • Intelligent - AI understands semantic relationships
  • Validated - Prevents logical impossibilities
  • Flexible - Can be adjusted when needed
  • Optimized - Maximizes parallel work

Learn more: Dependency Validation

7. Memory & Learning

What it is: Marcus's four-tier system for learning and improvement.

Memory tiers:

  1. Working Memory - Immediate project state

    • Current agents, tasks, blockers
    • Real-time project metrics
    • Active coordination needs
  2. Episodic Memory - Event history

    • What happened, when, and why
    • Agent actions and outcomes
    • Project timeline
  3. Semantic Memory - General knowledge

    • Agent skill patterns
    • Task type characteristics
    • Successful coordination patterns
  4. Procedural Memory - Process optimization

    • Best practices for task types
    • Optimal agent assignment strategies
    • Effective blocker resolution patterns

How learning works:

  • Pattern recognition - Identifies what works well
  • Predictive improvement - Better forecasts over time
  • Recommendation enhancement - Smarter suggestions
  • Process optimization - Continuous workflow improvement

Learn more: Memory & Learning

8. AI Intelligence Engine

What it is: Marcus's hybrid system combining rules and AI for intelligent decisions.

What it powers:

  • Task assignment - Match tasks to optimal agents
  • Context building - Generate rich task context
  • Dependency inference - Detect implicit dependencies
  • Blocker resolution - Suggest solutions when agents stuck
  • Risk prediction - Identify potential problems early
  • Timeline forecasting - Predict completion times

How it works:

  • Rules for safety - Prevent illogical actions
  • AI for intelligence - Understand semantic meaning
  • Fallbacks for reliability - Continue if AI unavailable
  • Learning for improvement - Gets smarter with each project

Key benefits:

  • Intelligent matching - Right agent for each task
  • Proactive problem-solving - Anticipates issues
  • Adaptive optimization - Learns from experience
  • Reliable operation - Functions even without AI

Learn more: AI Intelligence

9. The Marcus Ecosystem

Marcus the orchestration server is the core, but several sibling tools layer on top of it:

  • /marcus skill — Claude Code skill (skills/marcus/SKILL.md) that wraps experiment setup into one command. Spawns N independent Claude CLI agents in tmux panes, each registering with the Marcus MCP server. The fastest path from idea → multi-agent run.
  • Cato — the active visual dashboard. Real-time agent activity, kanban view, board health. Sibling product; install separately and point at the same data store.
  • Posidonius — multi-run experiment platform. Launches and monitors batches of independent Marcus runs (parameter sweeps, benchmarks, parallel projects). Web UI plus integration with Epictetus for grading agent output.
  • Epictetus — code auditor that grades software projects (and the agents that built them). Wired into the Posidonius pipeline as a post-run audit.

Marcus the orchestration server is required for all of the above. The dashboard, experiment platform, and grader are optional layers.

How It All Fits Together

The Complete Flow

1. Project Creation
   └─→ User describes project in natural language
       └─→ Marcus parses and creates structured task plan
           └─→ Tasks organized in phases with dependencies
               └─→ Kanban board created and synchronized

2. Agent Registration
   └─→ Agent starts and registers with Marcus
       └─→ Marcus evaluates capabilities and availability
           └─→ Agent added to project team
               └─→ Memory system updated with agent profile

3. Task Assignment
   └─→ Agent requests work
       └─→ Marcus filters available tasks (dependencies met)
           └─→ AI selects optimal task for agent
               └─→ Context built from related work
                   └─→ Task assigned with comprehensive guidance

4. Task Execution
   └─→ Agent works autonomously
       └─→ Reports progress at milestones (25%, 50%, 75%)
           └─→ Marcus updates board and coordinates dependent tasks
               └─→ If blocked, AI suggests solutions
                   └─→ On completion, immediately requests next task

5. Project Completion
   └─→ All tasks completed
       └─→ Marcus analyzes outcomes
           └─→ Patterns stored in memory
               └─→ Learning applied to future projects

Key Interactions

Agent ↔ Marcus:

  • Agent registers, requests tasks, reports progress
  • Marcus assigns work, provides context, coordinates team

Marcus ↔ Kanban Board:

  • Marcus creates/updates tasks on board
  • Board reflects real-time project state
  • Agents log decisions and progress to board

Marcus ↔ Memory:

  • Every action stored for learning
  • Patterns recognized and applied
  • Predictions improve over time

Marcus ↔ AI Engine:

  • AI powers intelligent decisions
  • Rules ensure safety and reliability
  • Hybrid approach balances both

Marcus Values in Practice

These concepts embody Marcus's core values:

  • Sacred Repository - Clear task structure, predictable locations
  • Guided Autonomy - Strong defaults, agent freedom
  • Context Compounds - Rich context enables autonomy
  • Relentless Focus - One task, complete → request next
  • Radical Transparency - All logged, all visible
  • Fail Forward - Report blockers, ship progress

Learn more: Marcus Values

Next Steps

Now that you understand the core concepts:

  1. Follow the Quickstart - Set up Marcus
  2. Explore Agent Workflows - See how agents work
  3. Read the Concepts - Deeper understanding
  4. Check the API - Tool reference documentation

Questions? Check the complete documentation or open a discussion.