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docs: drop tools excluded from public MCP — visualization, search_users, execute_query, all objective_*
Strip references to tools removed from the public MCP per the Claude connector review: generate_process_diagram (visualization page deleted), search_users (workspace row + common chain), execute_query (Raw SQL section in the skill), and the full objective_* surface (already removed from concept/tool reference earlier; remaining bundled-skill mentions cleaned up here). Skill tools.md section letters renumbered A–G to stay contiguous. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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docs/docs.json

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"tools/entry-points",
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"tools/process-index",
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"tools/observations-and-changes",
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"tools/visualization",
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"tools/artifacts",
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"tools/context-graph",
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"tools/workspace"

docs/guides/code-and-agents.mdx

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@@ -22,7 +22,7 @@ In Claude Code, Cursor, or Codex, the assistant can chain process intelligence w
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|---|---|
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| **Claude Skill: weekly process health report** | One-time investigation becomes a repeatable organizational capability that runs on demand |
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| **Custom GPT: ops onboarding assistant** | Answers questions for new hires, grounded in your real process library |
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| **Claude Skill: audit package generator** | Given a process name, produces a full audit package — diagram, dependencies, changes, artifacts |
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| **Claude Skill: audit package generator** | Given a process name, produces a full audit package — dependencies, changes, artifacts |
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| **Skill: conformance monitor** | Compares new observations against the documented standard and flags deviations |
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## Recipe for grounded code-gen

docs/guides/state-of-team.mdx

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<Step title="Spot-check emerging deviations">
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Call [`get_observation_activity_timeline`](/tools/observations-and-changes) on the top two or three observations for primary-source detail.
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</Step>
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<Step title="Generate diagrams (optional)">
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Call [`generate_process_diagram`](/tools/visualization) on processes the manager will share in a 1:1 or team meeting.
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</Step>
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<Step title="Synthesize">
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"Your team owns N processes. M changed in the last 30 days. K are showing deviation patterns worth your attention. Here are the top 3 with evidence."
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</Step>

docs/guides/transformation-thesis.mdx

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@@ -43,9 +43,6 @@ The user has zeroed in on a target process or value stream and wants the assista
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- [`explore_graph_neighbors`](/tools/context-graph) — map the network.
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- [`summarize_community_subgraph`](/tools/context-graph) — orient if the process sits in a meaningful community.
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</Step>
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<Step title="Produce the visual (optional)">
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Call [`generate_process_diagram`](/tools/visualization) to produce a current-state diagram for the thesis document.
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</Step>
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<Step title="Synthesize the thesis">
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Structure the answer as:
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docs/tools/overview.mdx

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| [Standard entry points](/tools/entry-points) | `search`, `fetch` | The default starting path for any process question |
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| [Process Index](/tools/process-index) | Hierarchy navigation, process details, workspace lookup | `search` results feel sparse, or you need richer metadata than `fetch` returns |
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| [Process observations](/tools/observations-and-changes) | Recent changes, observations, activity timelines | "What changed?", "what happened?", "why does this run this way?" |
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| [Visualization](/tools/visualization) | Diagram generation | The user wants to see the flow |
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| [Artifacts](/tools/artifacts) | Document search, content retrieval, video frames | The user names a document or recording |
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| [Context Graph](/tools/context-graph) | Entities, communities, relationships, lineage | The question is relational |
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| [Workspace](/tools/workspace) | List workspaces, switch active workspace, attribute configs | Orienting before drilling in, or switching context |

docs/tools/visualization.mdx

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docs/tools/workspace.mdx

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| `switch_mcp_workspace` | **Only write tool exposed in production.** Switch the active workspace. Only call when the customer explicitly asks. |
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| `get_attribute_configurations` | Workspace-level attribute configs (custom fields, compliance attributes). Use when the customer asks about controls, compliance attributes, or process metadata schema. |
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| `search_workspace_activity_or_sessions` | Recent workspace sessions as supporting evidence. |
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| `search_users` | Find users in the workspace by name or other criteria. |
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## Workspace switching
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- **Confirm workspace at start**: `list_accessible_workspaces` → only call `switch_mcp_workspace` if the user explicitly asks
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- **Compliance audit**: `get_attribute_configurations` (read the schema) → walk the relevant hierarchy and filter by the attribute the user cares about
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- **Find a process owner**: `search` for the process → `search_users` for the owner named on it → hand off to a [Calendar or Slack connector](/guides/chain-with-connectors) for action

skills/klarity-process-context-graph/SKILL.md

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- **Outcome: find the highest-leverage automation / transformation opportunities across our org.** A platform lead, AI architect, or transformation owner asks "where in our [P2P / O2C / close cycle / value stream] can we automate?" Walk the hierarchy under the value stream (often in parallel across many leaves), look for high-volume manual steps, exception patterns, and cross-process duplication. Surface a ranked candidate set with citable evidence.
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- **Outcome: form a transformation thesis on a specific process or value stream.** The customer has zeroed in on a target. Build current-state, blast-radius, and dependency understanding; identify intervention points; ground the thesis in observations and graph relationships.
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- **Outcome: continue in-flight transformation work without restarting.** The customer has an existing Advisor objective ("shorten close from 7 to 3 days", "find duplicate invoice processing across geographies"). Pull `get_objective_context_bundle` to load prior findings, actions, activity, and agent state — then build on it instead of starting cold.
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See `tools.md` for end-to-end worked scenarios that compose many tools together for each of these outcomes.
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- **Discover**: Companion (ambient capture from sessions) and Interviewer (AI-guided structured capture) generate the raw process knowledge. Agents read this via process / observation / artifact tools.
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- **Structure**: The Process Index and Context Graph are the living, queryable map of the customer's organization. Agents navigate this via `search` / `fetch` / hierarchy / graph tools.
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- **Improve**: Advisor analyzes thousands of processes simultaneously to surface improvement opportunities; Signals give individual-level feedback. Agents read in-flight transformation work via objective tools.
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- **Improve**: Advisor analyzes thousands of processes simultaneously to surface improvement opportunities; Signals give individual-level feedback. Agents can scan the index in their own AI tools to surface candidates and form transformation theses, grounded in the same evidence.
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The customer's question almost always maps to one of these stages. Use the catalog in `tools.md` to pick the right tool for the goal.
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## Tool Catalog
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The full PROD-allowed tool list, organized by use case with selection guidance, lives in `tools.md` (alongside this file). Read it when you need to pick a specific tool — it covers all 51 tools the Klarity MCP exposes in production and gives explicit "if the user asks X, call Y" patterns.
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The full PROD-allowed tool list, organized by use case with selection guidance, lives in `tools.md` (alongside this file). Read it when you need to pick a specific tool — it covers every tool the Klarity MCP exposes in production and gives explicit "if the user asks X, call Y" patterns.

skills/klarity-process-context-graph/tools.md

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---
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## D. Process visualization
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| Tool | When to use |
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|---|---|
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| `generate_process_diagram` | When the user asks to **see** a process — diagrams, BPMN, flows. Choose `BPMNDiagram` when roles/teams/ownership matter; `ProcessFlowDiagram` for plain step flow. |
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---
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## E. Artifacts — the source evidence
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## D. Artifacts — the source evidence
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Artifacts are the underlying documents, recordings, and source files behind
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processes (BRDs, SOPs, video recordings, screenshots).
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## F. Context Graph — relational map
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## E. Context Graph — relational map
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The Context Graph is the relational layer above the Process Index — entities
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(systems, teams, controls), communities (clusters of related work),
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---
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## G. Objectives — Advisor & transformation tracking
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Objectives represent **transformation work** the customer is driving with
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Klarity Advisor (e.g., "shorten close from 7 to 3 days", "find duplicate
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invoice processing across geographies"). Each objective accumulates findings,
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actions, activity, and notes over time.
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Use these when the customer asks about ongoing transformation work or wants to
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build on prior analysis instead of starting from scratch.
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| Tool | When to use |
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|---|---|
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| `get_objective` | Full objective by resource key. |
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| `get_objective_action` | One specific action. |
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| `get_objective_finding` | One specific finding. |
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| `get_objective_note` | One specific note (agent notebook, user context, or run summary). |
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| `list_objective_actions` | All actions for an objective. |
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| `list_objective_findings` | All findings for an objective. |
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| `list_objective_notes` | All notes for an objective. |
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| `list_objective_activity` | Append-only activity log for an objective. |
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| `get_objective_context_bundle` | The stitched bundle: objective + findings + actions + activity + notes + agent state. **Best one-call for orientation.** |
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| `get_objective_analysis_input` | Top-of-run context bundle plus recent workspace evidence — what the Advisor agent itself sees at start of a run. |
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| `get_objective_agent_state` | The persisted agent checkpoint. Use when resuming or debugging an Advisor run. |
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| `list_objective_items_with_active_steering` | Findings/actions where the user has provided active steering feedback. |
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---
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## H. Workspace navigation
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## F. Workspace navigation
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## I. Raw SQL (advanced fallback)
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| `execute_query` | Raw SQL against the workspace DB. **Last resort** — prefer the typed tools above. Useful when the customer asks an analytics question no typed tool covers. |
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---
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## J. Workspace attributes & sessions
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## G. Workspace attributes & sessions
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**"What depends on Z?" / "What is the impact?"**`search_knowledge_graph` to find Z's entity → `get_downstream_dependencies` (impact) or `get_upstream_sources` (root cause / inputs).
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**"Find improvement opportunities in our P2P value stream"**`get_process_hierarchy_tree` (root: P2P node) → for each leaf: `get_process_details` → look for duplication, exception handling, missing controls. Surface as findings; offer to seed an objective.
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**"Continue the transformation work we started"**`list_accessible_workspaces` (right workspace?) → if there is an existing objective, `get_objective_context_bundle` to load full prior state, then build on it.
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**"Find improvement opportunities in our P2P value stream"**`get_process_hierarchy_tree` (root: P2P node) → for each leaf: `get_process_details` → look for duplication, exception handling, missing controls. Surface as a ranked candidate set with evidence.
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---
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6. Spot-check the top 2–3 emerging deviations:
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`get_observation_activity_timeline` — drill into the actual session
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for primary-source detail.
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7. Optional: `generate_process_diagram` for processes the manager
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wants to share with their team in a 1:1 or team meeting.
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8. Synthesize: "Your team owns N processes. M changed in the last 30
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7. Synthesize: "Your team owns N processes. M changed in the last 30
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days. K are showing deviation patterns worth your attention. Here are
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the top 3 with evidence."
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6. `get_attribute_configurations` — workspace attribute schema (look for
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metadata that helps rank candidates).
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7. `list_objective_findings` — has Advisor already analyzed this area?
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Don't duplicate prior work.
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8. If yes: `get_objective_context_bundle` — load prior thinking and
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build on it. If no: surface the candidate set fresh.
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9. For each top candidate:
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7. For each top candidate:
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- `get_process_observations` — confirm the deviation/manual pattern
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with concrete evidence.
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- `get_downstream_dependencies` — first cut at blast radius.
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10. Synthesize a ranked candidate set: process IDs, observation counts,
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dependency depth, similarity to known patterns, evidence trail.
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8. Synthesize a ranked candidate set: process IDs, observation counts,
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dependency depth, similarity to known patterns, evidence trail.
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### Scenario 4 — Form a transformation thesis on a chosen process or value stream
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11. `explore_graph_neighbors` to map the surrounding network.
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12. `summarize_community_subgraph` if the process sits in a meaningful
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community — gives a one-call overview of the surrounding work.
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13. `list_objective_findings` — any prior Advisor thinking on this
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process or value stream.
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14. If yes: `get_objective_context_bundle` — load prior findings,
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actions, steering. Build on them, don't start from scratch.
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15. Optional: `generate_process_diagram` — produce a visual of current
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state for the thesis document.
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13. Synthesize a transformation thesis:
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- **Current state:** how the process actually runs (cite
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- **Blast radius:** upstream feeders + downstream dependents.
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confidence.
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- **Always ground synthesis.** Cite process IDs, observation timestamps, and
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- **Build on prior work when possible.** `list_objective_findings` +
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`get_objective_context_bundle` save dozens of tool calls when the customer
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has existing Advisor work in flight.
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- **Parallelize on transformation scans.** Scenario 3 explicitly benefits
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from multiple agents fanning out across the hierarchy. The MCP is
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stateless per call — there's no penalty for parallel reads.

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