> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kowalah.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Available tools

> What each Claude Connector tool does, what it returns, and how your role affects what you see.

The Kowalah Claude Connector exposes three intent-shaped tools plus a few slash commands. Each tool is scoped to organizations you belong to and filtered by your role in each one — so you never see anything Kowalah hasn't given you access to in the platform.

## Tools

### `kowalah_get_update`

A single tool for any "how are things", "what's the status of X", "what's waiting for me" question. Pass an optional natural-language query; the server figures out whether you want a portfolio rollup, a focused view of a specific thing, or just your identity and organizations.

| You ask                                  | You get                                                                                |
| ---------------------------------------- | -------------------------------------------------------------------------------------- |
| `What's going on in Kowalah?` (no query) | A **home view** — your role-appropriate rollup, plus any pending discovery invites     |
| `How's the procurement project?`         | A **focused view** of the matched project, deliverable, Expert Request, or opportunity |
| `What's ER-42 doing?`                    | A focused view of that Expert Request                                                  |
| `Show me OPP-14`                         | A focused view of that opportunity                                                     |

#### Pending discoveries in the home view

If Kowalah is running a [Discovery](/platform/discoveries) and you're on the audience, the home view includes a `pending_discoveries` section with:

* The discovery number (e.g. `DISC-0003`) and name
* The **goal** — what Kowalah is researching
* The **business value context** — why it matters
* The **close date** — when the discovery stops collecting responses
* The **project** the discovery sits against (if any)

You only see your own invite. You don't see other people's responses or Kowalah's internal triage. Pending discoveries are independent of your role — members, core team, and admins all see whatever they've personally been invited to.

#### What a focused view returns

| Entity             | Includes                                                                                                                                  |
| ------------------ | ----------------------------------------------------------------------------------------------------------------------------------------- |
| **Project**        | Status, health, deliverables, milestones, client-visible risks and decisions, open Expert Requests, recent outcomes, your Kowalah contact |
| **Deliverable**    | Stage, progress, parent project, client-visible tasks, open Expert Requests, outcomes captured against it                                 |
| **Expert Request** | Status, progress, recent progress updates, outcomes, assigned expert contact                                                              |
| **Opportunity**    | Status, content, ICE score, source, what (if anything) it's been promoted to                                                              |

### `kowalah_find_accelerator`

Searches Kowalah's global accelerator library plus your organization's private accelerators for a reusable prompt, GPT, training, or workflow.

Use this whenever you're about to raise a request for help — there may already be something on the shelf you can take and run with.

```text theme={null}
Is there a Kowalah accelerator for writing job descriptions?
```

Results often include a try-it-now prompt that Claude can act on directly inside the same chat.

### `kowalah_create_opportunity`

The single inbound entry point for everything a customer wants to raise with Kowalah — a question, an idea, a piece of work to scope, a new project to consider. Anyone in your organization can submit, regardless of role.

The customer doesn't have to decide whether the work is an [Expert Request](/platform/expert-requests), a [Deliverable](/platform/projects/deliverables), or a [Project](/platform/projects/overview). Kowalah's team triages from there.

Before submitting, Claude is expected to:

1. Check the accelerator library for something that already solves the problem
2. Make sure the description is at least a paragraph (\~80+ characters of real context — goal, what good looks like, anything Kowalah should know)
3. Ask which organization the opportunity is for (if you belong to more than one)

#### Linking an opportunity to a discovery

If you're responding to a Kowalah discovery you've been invited to, Claude passes the `discovery_id` through when it submits. The server then:

* Validates that you're actually on the discovery's audience
* Stamps the opportunity with the discovery and its project
* Marks your audience invite as responded so reminders stop

You'll see this happen automatically when you ask Claude to respond to a pending discovery — there's nothing extra you need to type.

## Prompts

The connector also registers a few **prompts** you can pick from Claude's prompt menu (the "+" attachment / slash menu, depending on which Claude client you're using). Some are role-gated.

| Prompt                               | Who sees it              | What it does                                                                                                                                                                                                     |
| ------------------------------------ | ------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Submit an opportunity**            | Everyone                 | Guided coaching flow that walks you through goal → what good looks like → context, then submits the opportunity. Accepts an optional one-line idea, and an optional discovery ID if you're responding to a brief |
| **Programme update**                 | Admin and core team only | Pulls a structured programme update across your portfolio                                                                                                                                                        |
| **Expert Request credits and quota** | Admin and core team only | Summarises Expert Request credits used vs. quota under each active contract                                                                                                                                      |

Members don't see **Programme update** or **Expert Request credits and quota** in the prompt menu — they're only registered for privileged roles.

## What your role changes

| Role          | Update view     | Opportunities visible        | Projects, deliverables, ERs visible       | Can raise opportunities |
| ------------- | --------------- | ---------------------------- | ----------------------------------------- | ----------------------- |
| **Admin**     | Full org rollup | Every opportunity in the org | All                                       | Yes                     |
| **Core team** | Full org rollup | Every opportunity in the org | All                                       | Yes                     |
| **Member**    | Personal rollup | Only the ones **you** raised | Only the ones you're a **stakeholder** on | Yes                     |

A `no_match` response for a known reference number usually means the item exists but you're not permitted to see it — not that it doesn't exist. This is most common for members who aren't on the stakeholder list for a given project, deliverable, or Expert Request.

Discovery invites are different: they're personal to you, so you always see your own pending discoveries regardless of role.

## Data filtering

The connector enforces visibility on the server side:

* **Organization scoping** — only data from organizations you belong to is ever returned
* **Role-based filtering** — members only see what they raised or are a stakeholder on
* **Client visibility flags** — tasks, risks, and decisions are filtered to client-visible items
* **Discovery audience gate** — opportunity submissions tagged with a `discovery_id` are rejected if you're not on the audience
* **Field filtering** — internal fields (Kowalah team assignments, contract values, payment details) are not exposed

<CardGroup cols={2}>
  <Card title="Set up in Claude" icon="monitor" href="/integrations/mcp/setup-claude">
    Add the connector to your Claude workspace
  </Card>

  <Card title="Roles and permissions" icon="shield" href="/platform/organization/roles-and-permissions">
    Full role reference
  </Card>
</CardGroup>
