AI Assistant

The AI Assistant page connects Claude to the WFM data warehouse via MCP (Model Context Protocol). It’s a setup screen — once configured, you use Claude (web, desktop, or any MCP-aware client) to ask questions about your WFM data in natural language.

What you can ask

Once connected, Claude has tools for:

• list_staff, list_clients, list_jobs, list_tasks, list_timesheets
• get_billability_report(date_from, date_to, staff_uuid?)
• get_personal_metrics, get_team_metrics
• get_overtime_report(year, staff_uuid?) — same data the dashboard’s overtime pages show.
• list_quotes, create_quote, update_quote, add_quote_task, update_quote_task — full quote CRUD against the WFM API.
• get_capacity_report (managers), get_my_capacity — the daily PO capacity report / your own row.
• get_jira_health (managers), get_my_jira_health — backlog health and the story-hygiene checks.
• get_job_progress(scope?) — job burndown: initial vs used hours, burn rate, exhaustion date (scope="all" is manager-only).
• list_projects(include_archived?) — the tracked-projects portfolio: status flags, lead/team, Jira epic, budget vs actual vs remaining.
• get_my_absences(year?), get_absences(year?, staff_uuid?) — vacation balance (carryover / taken / planned / open) and absence totals, in days and hours; get_absences is manager-only.

Sample questions:

• “How many billable hours did the team log in March 2026?”
• “What’s Dario’s overtime balance for 2026?”
• “How many vacation days do I have left this year?”
• “Show the team’s open vacation balances for 2026”
• “Which clients have we billed the most against this quarter?”
• “Who has free capacity in the next two weeks?”
• “Which of my jobs run out of hours soon?”
• “What Jira hygiene problems do my stories have?”
• “Which tracked projects are flagged at risk on budget?”

Setup steps

The page lays them out in order:

1. Copy the MCP gateway URL — points at the AgentCore-hosted MCP runtime.
2. Add the connector in Claude (web or desktop) — paste the URL, give it a name like “WFM”.
3. Sign in with Google — Claude’s OAuth flow exchanges your @copebit.ch credentials for a Cognito-backed JWT scoped to the MCP runtime.
4. Test the connection — ask Claude “who am I?” — it should reply with your WFM staff profile.

Troubleshooting

• “Tool unavailable” errors — the MCP runtime data is loaded on the first request. Wait 30 s and retry.
• Empty results for “current” data — the warehouse syncs from WFM nightly. Same-day timesheets won’t be visible until the next sync.