MCP Integration

IDE setup

IDE configuration snippet: {
  "mcpServers": {
    "eip": {
      "url": "https://eip.internal/mcp",
      "apiKey": "<YOUR_KEY>"
    }
  }
}

My API keys

• check_capacitysherpaLive, ungoverned

  Check capacity windows for firm practitioners over a date range. Returns PTO, bench, allocated, and holiday blocks. Use for 'is Alex available in June?' or 'who has capacity in Q3?'

• draft_insightsherpaLive, ungoverned

  Draft a market insight for a named market, creating a proposed insight_draft for human review. Use when a leader asks 'draft a POV on AI consulting' or 'write a trend summary'. The draft is ALWAYS proposed — humans must publish.

• get_account_plansherpaLive, ungoverned

  Get the active account plan for a client. Returns goals, expansion targets, and success metrics. Use for 'what's the account plan for client X?' or 'what are our targets at LifeStance?'

• get_audit_eventssherpaLive, ungoverned

  Get the audit trail for a resource. Use for 'who last modified engagement X?' or 'recent activity on client Y'.

• get_benchmark_summarysherpaLive, ungoverned

  Get benchmarking data for a metric across the firm. Use for 'what's typical for a CMS migration in retail?' Returns aggregated public metrics; cohort anonymization not yet implemented.

• get_burn_summarysherpaLive, ungoverned

  Fetch the current burn status for an engagement. Returns contracted hours/amount, actual hours/amount, and whether finance reconciliation is pending. Use for 'how much have we burned on engagement X?' or 'is this engagement over budget?'

• get_cadence_configsherpaLive, ungoverned

  Return a Compass cadence configuration value by stable key (e.g. workstream_update_cadence, cascade_wave_1_to_wave_2_gap). Use for 'how often must workstreams be updated?'

• get_clientsherpaLive, ungoverned

  Fetch a client record by ID. Returns the client's name, industry, status, and a summary of recent engagements.

• get_confluence_pagesherpaLive, ungoverned

  Fetch a synced Confluence page by external record UUID or exact title match. Returns body text, space, version, and author when Layer 2 data is available.

• get_contracted_financialssherpaLive, ungoverned

  Fetch contracted hours, dollars, and payment terms for an engagement from its ratified SOW. Use for 'what was the contract value?' or 'how many hours were sold?'

• get_drift_signalssherpaLive, ungoverned

  List active scope-drift signals for an engagement. Use this to answer 'is engagement X experiencing scope drift?' or 'what are the open drift signals?'

• get_engagementsherpaLive, ungoverned

  Fetch an engagement record by ID. Returns name, status, type, dates, and the parent client.

• get_engagement_health_summarysherpaLive, ungoverned

  Get the current health score and recent trend for an engagement. Returns the current band (Green/Yellow/Red), composite score, and recent snapshot history. Use this to answer 'how's engagement X doing?'

• get_estimate_rangessherpaLive, ungoverned

  Return historical estimate ranges (low/median/high) for a capability × industry combo. Use for 'what does a loyalty platform typically cost?'

• get_external_recordsherpaLive, ungoverned

  Fetch one synced external record by EIP id with full content, routing, and system metadata. Use after search_external_records when you need the complete body text.

• get_forecastsherpaLive, ungoverned

  Return forecast entries for a billing period. Use for 'committed revenue for Q3?' or 'at-risk pipeline?' Accepts YYYY-MM or YYYY-QN period_key and optional bucket.

• get_jira_issuesherpaLive, ungoverned

  Fetch a synced Jira issue by issue key (PROJECT-123) or external record UUID. Returns Layer 2 fields: summary, description, status, assignee, labels, and comments.

• get_market_povsherpaLive, ungoverned

  Return the current point-of-view for a market. Use for 'what is our POV on AI consulting?' or 'show me the current technology market POV'.

• get_meeting_briefsherpaLive, ungoverned

  Get the pre-meeting brief for an upcoming meeting. Use for 'what's the agenda?' or 'prepare me for the meeting.'

• get_meeting_summarysherpaLive, ungoverned

  Get the post-meeting summary for a completed meeting. Use for 'what happened in meeting X?'

• get_relationship_risksherpaLive, ungoverned

  Get the relationship-risk summary for a client: churn signals, stakeholder departures, sentiment trend. Use for 'how's the relationship with client X?'

• get_sowsherpaLive, ungoverned

  Fetch a Statement of Work record by ID. Returns name, version, ratification state, total value, and contracted financials summary. Use for 'what's in the SOW for engagement X?'

• get_stakeholder_mapsherpaLive, ungoverned

  Get the stakeholder map for a client, including reporting relationships and org structure. Use for 'show me the org chart at client X' or 'who reports to the CTO?'

• get_status_reportsherpaLive, ungoverned

  Fetch the latest engagement status report. Returns period, status band, summary, and deliverables/decisions/risks/actions it was composed from (C13). Use for 'show me the latest status update.'

• get_utilization_snapshotsherpaLive, ungoverned

  Fetch utilization data for a person, practice, or the whole firm. Returns billable%, target%, and gap%. Use for 'what is practice utilization this quarter?'

• get_win_loss_summarysherpaLive, ungoverned

  Return aggregated win/loss metrics across completed pursuits. Use for 'what is our win rate against Accenture?' or 'show me close reason breakdown'.

• list_action_itemssherpaLive, ungoverned

  List action items. Optionally filter by engagement, owner, or status. Use this to answer 'what action items do I have?' or 'what's open for engagement X?'

• list_churn_riskssherpaLive, ungoverned

  List churn risk signals — tone shift, engagement decline, key stakeholder departure. Use for 'which clients are at churn risk?' or 'is client X at risk?'

• list_client_engagementssherpaLive, ungoverned

  List engagements for a specific client, filtered to what the principal can see. Returns engagement summaries (name, type, status, dates).

• list_client_intel_signalssherpaLive, ungoverned

  List derived intelligence signals for a client (news, earnings, SEC, analyst — AI-derived). Use for 'what's the latest intel on client X?'

• list_clientssherpaLive, ungoverned

  List clients visible to the calling principal. Filters to the principal's scope via SpiceDB. Returns up to 50 clients sorted by name.

• list_decisionssherpaLive, ungoverned

  List recent ratified decisions for an engagement. Use for 'what decisions have been made?' or 'show me decisions from the last 30 days.'

• list_deliverablessherpaLive, ungoverned

  List parsed deliverables for an engagement (from the latest ratified SOW). Use for 'what deliverables are in scope?' or 'what was committed in the SOW?'

• list_engagementssherpaLive, ungoverned

  List engagements visible to the calling principal. Filters to the principal's scope via SpiceDB. Returns up to 50 engagements sorted by most-recently-updated.

• list_expansion_candidatessherpaLive, ungoverned

  List detected expansion candidates — problems mentioned that map to a firm capability. Use for 'what expansion opportunities have been detected?'

• list_opportunitiessherpaLive, ungoverned

  List open opportunities visible to the principal. Use for 'what deals are in the pipeline?' or 'which healthcare pursuits are in proposal stage?'

• list_renewal_candidatessherpaLive, ungoverned

  List detected renewal candidates — engagements ending with healthy signals and recurring need. Use for 'which engagements are coming up for renewal?'

• list_stakeholderssherpaLive, ungoverned

  List stakeholders for a client, optionally filtered by current role function. Use for 'who are the key stakeholders at client X?' or 'who is the economic buyer?'

• log_knowledge_gapsherpaLive, ungoverned

  Log an ungrounded query as a knowledge gap for the firm's curation queue. Call this when you cannot ground a claim in an existing artifact. Returns the new gap id.

• lookup_certificationssherpaLive, ungoverned

  Look up certifications held by firm practitioners for staffing match. Use for 'who has AWS certification?' or 'find someone certified in Salesforce'.

• lookup_firm_capabilitiessherpaLive, ungoverned

  List firm capabilities — the named service offerings Elevate Digital sells. Use for 'what capabilities does the Technology practice offer?' or 'what services are in our catalog?'

• lookup_functional_rolessherpaLive, ungoverned

  List the firm's functional role taxonomy — billable and non-billable role definitions. Use for 'what is the standard bill rate for a Senior Consultant?' or staffing vocabulary questions.

• search_external_recordssherpaLive, ungoverned

  Search external tool records (Jira, Confluence, Monday, Azure DevOps) synced into EIP. Uses keyword and semantic search over indexed content. Use for 'find Jira tickets about authentication' or 'show Confluence pages on API design'.

• search_governance_principlessherpaLive, ungoverned

  Search Compass governance principles — durable statements of how the leadership team operates. Use for 'what are our leadership operating principles?' or 'show the active governance statement.'

• search_knowledgesherpaLive, ungoverned

  Search approved knowledge documents visible to the caller (firm, client, and engagement scopes). Uses keyword matching with optional semantic similarity when embeddings are indexed.

• search_leadership_decisionssherpaLive, ungoverned

  Search logged leadership-team decisions (Compass Change Control Log). Use for 'what did leadership decide about EIP investment?' or 'show recent strategic decisions awaiting cascade.'

• search_leadership_workstreamssherpaLive, ungoverned

  Search Compass leadership workstreams — internal execution efforts owned by functional leaders. Use for 'which workstreams are stale?' or 'show workstreams tied to revenue WIG.'

• search_market_signalssherpaLive, ungoverned

  Search market signals across consulting, staffing, technology, and AI markets. Use for 'what signals do we have on AI consulting demand?'

• search_peoplesherpaLive, ungoverned

  Search firm employees by name, practice area, or seniority. Returns matching people. Use to find who has experience with a topic or look up a colleague.

• search_pricing_compssherpaLive, ungoverned

  Search historical pricing comparables to calibrate a proposal's investment range. Use for 'what did similar commerce projects cost?'

• search_wigssherpaLive, ungoverned

  Search company WIGs (Wildly Important Goals) in Compass strategy. Use for 'what are our 2026 revenue WIGs?' or 'show active WIG scoreboard targets.'

• semantic_searchsherpaLive, ungoverned

  Semantic (vector) search over approved knowledge documents scoped to the caller. Prefer search_knowledge with mode=hybrid unless you need embeddings-only retrieval.