The exact natural-language phrases below aren’t magic strings — they’re
guidance for how to recognize intent. The mapping your organization’s
CLAUDE.md snippet documents (see Claude Code
Setup) covers start_planning_session,
generate_artifact, and review_artifact. This page is the complete
reference for all five, including the two entry points
(create_project, scope_planning_items) not yet in that snippet.create_project
Arguments: none — discovers your organization automatically via
context_get.
Trigger phrases: “create a new project”, “start a new engineering
initiative”, “set up a project for X”
Creates a new project and immediately hands off into scoping it. Steps:
- Calls
context_getto resolve the organization ID. If the caller has no organization, stops and tells them to contact an admin. - Calls
projects_phases_listto get available phases. - Asks the user for a project name, a 1–3 sentence description, and which phase it’s currently in.
- Calls
projects_createwith those answers. - Confirms creation, then automatically invokes
scope_planning_itemsfor the new project.
scope_planning_items
Arguments: projectId (required).
Trigger phrases: “what framework items apply to this project”, “help me
scope this project”, “expand scope”, “add more checklist items”
Runs a discovery conversation to select which framework checklist items are
relevant to a project — not every item is meant to apply to every project.
Steps:
- Calls
projects_getandplanning_list_itemsto see current scope. - Asks 3–4 discovery questions: primary technology/architecture, team size and new-vs-existing system, reliability/security/compliance requirements, deadlines or external dependencies.
- Calls
framework_list_categoriesand reasons about relevance per category given the answers, skipping items already in scope. - Presents recommendations grouped by category, each marked
[RECOMMENDED]or[OPTIONAL]with a one-sentence rationale, and lists any categories intentionally skipped. - Lets the user add, remove, or approve items, then calls
planning_create_itemfor each approved item (silently skips ones already in scope rather than surfacing a conflict error). - Offers to hand off into
start_planning_sessionorgenerate_artifactfor one of the newly-scoped items.
start_planning_session
Arguments: projectId (required).
Trigger phrases: “start planning”, “review planning health”, “what’s
missing on this project”
Analyzes a project’s current planning health and surfaces prioritized gaps.
Steps:
- Calls
projects_getandplanning_get_status. - If the project has zero scoped items (
totalItems === 0), stops and hands off toscope_planning_itemsinstead — there’s nothing to report gaps on yet. - Otherwise presents a summary (phase, completion %, status breakdown,
integration config status), then calls
planning_get_gapswith the project’s currentphaseId. - If the org has Phase Mapping configured (
hasPhaseMapping: true) and there are phase-scoped gaps, presents those first. If phase-scoped gaps are empty, falls back to all gaps. If no phase mapping exists, presents all gaps and prioritizes by phase relevance manually. - Presents the top 5 gaps (prioritizing items with a template available),
then asks the user to pick one — which hands off into
generate_artifact— see the full list, or say “expand scope” to hand off intoscope_planning_items.
generate_artifact
Arguments: projectId (required), checklistItemSlug (required — use
framework_list_items to find the slug if you only have the item’s name).
Trigger phrases: “generate / write / create / help me with [artifact
name]” — e.g. “write the rollback plan for this project”
Produces a planning artifact as a markdown document, using the item’s
template and the project’s context. Steps:
- Calls
planning_get_item_contextto get everything needed in one call. - If the item is already
completewith an artifact URL, confirms with the user before regenerating. - Summarizes what it’s about to generate (item, purpose, template sections).
- Generates the artifact: follows the template structure exactly if one
exists; fills sections from real project context (name, description,
phase, team, integration config); inserts
[TODO: ...]placeholders for anything it doesn’t know rather than fabricating details like SLA numbers or capacity estimates; if no template exists, infers structure from the definition and says so at the top. - Presents the draft and asks for approval, revising in a loop until the user is satisfied.
- Once approved, gives the user the suggested file path
(
[docsPath]/[checklistItemSlug].md) and the exact markdown to commit, and asks them to commit it and share the resulting URL. - When the user provides the URL, calls
planning_update_itemwithstatus: "complete"and thatartifactUrl.
review_artifact
Arguments: projectId (required), checklistItemSlug (required).
Trigger phrases: “review / check / evaluate [artifact]” — e.g. “review our
rollback plan”
Reviews an existing (or in-progress) artifact against its checklist item’s
definition and template, and produces structured feedback. Steps:
- Calls
planning_get_item_contextfor the item’s definition, template, status, and artifact URL. - If there’s no artifact yet (
not_started, no URL), offers to switch togenerate_artifactinstead and stops. - If an artifact URL exists, asks the user to paste its current content
(the server doesn’t fetch external URLs itself). If the item is
in_progresswith no URL, asks for the draft content directly. - Reviews the content against the definition, template structure, and whether it’s specific to the project or generic boilerplate.
- Produces a structured review: Overall Assessment, What’s Working,
Gaps (each tied to a specific missing definition/template
requirement), Recommendations (specific, not vague — e.g. names the
exact section and what it’s missing), and a Suggested Status
(
complete,in_progress, ornot_started). - Offers to either help revise the artifact (looping back into the
generate_artifactfinalize-and-record steps) or just update the planning record status viaplanning_update_item.