McKinsey & Company Capabilities

Naftiko 0.5 capability definitions for McKinsey & Company - 100 capabilities showing integration workflows and service orchestrations.

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Adobe Analytics to Databricks Data Pipeline ▼

analytics data-engineering adobe-analytics databricks slack

Pulls Adobe Analytics report data for McKinsey.com, ingests it into Databricks for processing, and notifies the analytics team via Slack when the pipeline completes.

naftiko: "0.5"
info:
  label: "Adobe Analytics to Databricks Data Pipeline"
  description: "Pulls Adobe Analytics report data for McKinsey.com, ingests it into Databricks for processing, and notifies the analytics team via Slack when the pipeline completes."
  tags:
    - analytics
    - data-engineering
    - adobe-analytics
    - databricks
    - slack
capability:
  exposes:
    - type: mcp
      namespace: adobe-databricks-pipeline
      port: 8080
      tools:
        - name: run-adobe-pipeline
          description: "Pull Adobe Analytics data, ingest into Databricks, and notify via Slack."
          inputParameters:
            - name: report_suite_id
              in: body
              type: string
              description: "Adobe Analytics report suite ID."
            - name: start_date
              in: body
              type: string
              description: "Start date in YYYY-MM-DD format."
            - name: end_date
              in: body
              type: string
              description: "End date in YYYY-MM-DD format."
          steps:
            - name: get-report
              type: call
              call: "adobe.get-report"
              with:
                rsid: "{{report_suite_id}}"
                dateFrom: "{{start_date}}"
                dateTo: "{{end_date}}"
                metrics: "pageviews,visits,uniqueVisitors"
            - name: ingest-data
              type: call
              call: "databricks.run-job"
              with:
                job_id: "adobe-analytics-ingestion"
                notebook_params: "{\"rsid\": \"{{report_suite_id}}\", \"start\": \"{{start_date}}\", \"end\": \"{{end_date}}\"}"
            - name: notify-team
              type: call
              call: "slack.post-message"
              with:
                channel: "analytics-engineering"
                text: "Adobe Analytics data pipeline complete for {{report_suite_id}} ({{start_date}} to {{end_date}}). Databricks run: {{ingest-data.run_id}}."
  consumes:
    - type: http
      namespace: adobe
      baseUri: "https://analytics.adobe.io/api"
      authentication:
        type: bearer
        token: "$secrets.adobe_analytics_token"
      inputParameters:
        - name: x-api-key
          in: header
          value: "$secrets.adobe_api_key"
      resources:
        - name: reports
          path: "/{{rsid}}/reports"
          inputParameters:
            - name: rsid
              in: path
          operations:
            - name: get-report
              method: POST
    - type: http
      namespace: databricks
      baseUri: "https://mckinsey.cloud.databricks.com/api/2.1"
      authentication:
        type: bearer
        token: "$secrets.databricks_token"
      resources:
        - name: jobs
          path: "/jobs/run-now"
          operations:
            - name: run-job
              method: POST
    - type: http
      namespace: slack
      baseUri: "https://slack.com/api"
      authentication:
        type: bearer
        token: "$secrets.slack_bot_token"
      resources:
        - name: messages
          path: "/chat.postMessage"
          operations:
            - name: post-message
              method: POST

Box Document Archive with Confluence Index ▼

document-management archiving box confluence slack

Archives engagement documents by moving files to a Box archive folder, creating an index page in Confluence, and notifying the document management team via Slack.

naftiko: "0.5"
info:
  label: "Box Document Archive with Confluence Index"
  description: "Archives engagement documents by moving files to a Box archive folder, creating an index page in Confluence, and notifying the document management team via Slack."
  tags:
    - document-management
    - archiving
    - box
    - confluence
    - slack
capability:
  exposes:
    - type: mcp
      namespace: doc-archive
      port: 8080
      tools:
        - name: archive-documents
          description: "Archive Box files, create Confluence index, and notify via Slack."
          inputParameters:
            - name: source_folder_id
              in: body
              type: string
              description: "Box source folder ID."
            - name: archive_folder_id
              in: body
              type: string
              description: "Box archive folder ID."
            - name: engagement_name
              in: body
              type: string
              description: "Engagement name for indexing."
            - name: space_key
              in: body
              type: string
              description: "Confluence space key."
          steps:
            - name: list-files
              type: call
              call: "box.list-folder"
              with:
                folder_id: "{{source_folder_id}}"
            - name: move-files
              type: call
              call: "box.move-folder"
              with:
                folder_id: "{{source_folder_id}}"
                parent_id: "{{archive_folder_id}}"
            - name: create-index
              type: call
              call: "confluence.create-page"
              with:
                space_key: "{{space_key}}"
                title: "Document Archive: {{engagement_name}}"
                body: "<h2>Archived Documents</h2><p>{{list-files.total_count}} files archived from engagement {{engagement_name}}.</p>"
            - name: notify-team
              type: call
              call: "slack.post-message"
              with:
                channel: "document-management"
                text: "{{list-files.total_count}} documents archived for {{engagement_name}}. Index: {{create-index.url}}"
  consumes:
    - type: http
      namespace: box
      baseUri: "https://api.box.com/2.0"
      authentication:
        type: bearer
        token: "$secrets.box_token"
      resources:
        - name: folders
          path: "/folders/{{folder_id}}/items"
          inputParameters:
            - name: folder_id
              in: path
          operations:
            - name: list-folder
              method: GET
        - name: folder-ops
          path: "/folders/{{folder_id}}"
          inputParameters:
            - name: folder_id
              in: path
          operations:
            - name: move-folder
              method: PUT
    - type: http
      namespace: confluence
      baseUri: "https://mckinsey.atlassian.net/wiki/rest/api"
      authentication:
        type: bearer
        token: "$secrets.confluence_token"
      resources:
        - name: content
          path: "/content"
          operations:
            - name: create-page
              method: POST
    - type: http
      namespace: slack
      baseUri: "https://slack.com/api"
      authentication:
        type: bearer
        token: "$secrets.slack_bot_token"
      resources:
        - name: messages
          path: "/chat.postMessage"
          operations:
            - name: post-message
              method: POST

Client Due Diligence Orchestrator ▼

consulting due-diligence zoominfo bloomberg salesforce confluence

Runs client due diligence by pulling company data from ZoomInfo, financial data from Bloomberg, checking internal conflicts in Salesforce, and generating a due diligence report in Confluence.

naftiko: "0.5"
info:
  label: "Client Due Diligence Orchestrator"
  description: "Runs client due diligence by pulling company data from ZoomInfo, financial data from Bloomberg, checking internal conflicts in Salesforce, and generating a due diligence report in Confluence."
  tags:
    - consulting
    - due-diligence
    - zoominfo
    - bloomberg
    - salesforce
    - confluence
capability:
  exposes:
    - type: mcp
      namespace: due-diligence
      port: 8080
      tools:
        - name: run-due-diligence
          description: "Run client due diligence across ZoomInfo, Bloomberg, Salesforce, and Confluence."
          inputParameters:
            - name: company_domain
              in: body
              type: string
              description: "Company website domain."
            - name: company_ticker
              in: body
              type: string
              description: "Bloomberg ticker symbol."
            - name: engagement_space_key
              in: body
              type: string
              description: "Confluence space key for the engagement."
          steps:
            - name: enrich-company
              type: call
              call: "zoominfo.enrich-company"
              with:
                companyWebsite: "{{company_domain}}"
            - name: get-financials
              type: call
              call: "bloomberg.get-company-data"
              with:
                ticker: "{{company_ticker}}"
                fields: "REVENUE,NET_INCOME,TOTAL_DEBT,MARKET_CAP"
            - name: check-conflicts
              type: call
              call: "salesforce.query-accounts"
              with:
                q: "SELECT Id, Name, Conflict_Status__c FROM Account WHERE Website='{{company_domain}}'"
            - name: generate-report
              type: call
              call: "confluence.create-page"
              with:
                space_key: "{{engagement_space_key}}"
                title: "Due Diligence: {{enrich-company.company_name}}"
                body: "<h2>Company Profile</h2><p>Revenue: {{get-financials.REVENUE}}</p><p>Employees: {{enrich-company.employee_count}}</p><p>Industry: {{enrich-company.industry}}</p><h2>Conflict Check</h2><p>{{check-conflicts.totalSize}} existing accounts found.</p>"
  consumes:
    - type: http
      namespace: zoominfo
      baseUri: "https://api.zoominfo.com"
      authentication:
        type: bearer
        token: "$secrets.zoominfo_token"
      resources:
        - name: enrich
          path: "/enrich/company"
          operations:
            - name: enrich-company
              method: POST
    - type: http
      namespace: bloomberg
      baseUri: "https://api.bloomberg.com/eap/catalogs/bbg/datasets"
      authentication:
        type: bearer
        token: "$secrets.bloomberg_token"
      resources:
        - name: companies
          path: "/company/{{ticker}}"
          inputParameters:
            - name: ticker
              in: path
            - name: fields
              in: query
          operations:
            - name: get-company-data
              method: GET
    - type: http
      namespace: salesforce
      baseUri: "https://mckinsey.my.salesforce.com/services/data/v58.0"
      authentication:
        type: bearer
        token: "$secrets.salesforce_token"
      resources:
        - name: query
          path: "/query"
          inputParameters:
            - name: q
              in: query
          operations:
            - name: query-accounts
              method: GET
    - type: http
      namespace: confluence
      baseUri: "https://mckinsey.atlassian.net/wiki/rest/api"
      authentication:
        type: bearer
        token: "$secrets.confluence_token"
      resources:
        - name: content
          path: "/content"
          operations:
            - name: create-page
              method: POST

Client Engagement Kickoff Orchestrator ▼

consulting client-engagement salesforce sharepoint slack confluence microsoft-teams

When a new client engagement is created in Salesforce, provisions a SharePoint site, creates a Slack channel, sets up a Confluence project space, and notifies the engagement team via Microsoft Teams.

naftiko: "0.5"
info:
  label: "Client Engagement Kickoff Orchestrator"
  description: "When a new client engagement is created in Salesforce, provisions a SharePoint site, creates a Slack channel, sets up a Confluence project space, and notifies the engagement team via Microsoft Teams."
  tags:
    - consulting
    - client-engagement
    - salesforce
    - sharepoint
    - slack
    - confluence
    - microsoft-teams
capability:
  exposes:
    - type: mcp
      namespace: engagement-kickoff
      port: 8080
      tools:
        - name: kickoff-engagement
          description: "Given a Salesforce opportunity ID, orchestrate the full engagement kickoff across SharePoint, Slack, Confluence, and Microsoft Teams."
          inputParameters:
            - name: opportunity_id
              in: body
              type: string
              description: "The Salesforce opportunity ID for the new engagement."
            - name: engagement_name
              in: body
              type: string
              description: "Human-readable name for the engagement."
            - name: partner_email
              in: body
              type: string
              description: "Email of the lead engagement partner."
          steps:
            - name: get-opportunity
              type: call
              call: "salesforce.get-opportunity"
              with:
                opportunity_id: "{{opportunity_id}}"
            - name: create-site
              type: call
              call: "sharepoint.create-site"
              with:
                site_name: "ENG-{{engagement_name}}"
                owner_email: "{{partner_email}}"
            - name: create-channel
              type: call
              call: "slack.create-channel"
              with:
                channel_name: "eng-{{engagement_name}}"
                purpose: "Engagement: {{get-opportunity.account_name}} - {{engagement_name}}"
            - name: create-space
              type: call
              call: "confluence.create-space"
              with:
                space_key: "ENG{{opportunity_id}}"
                space_name: "{{engagement_name}}"
            - name: notify-team
              type: call
              call: "msteams.send-message"
              with:
                channel_id: "engagement-managers"
                text: "New engagement launched: {{engagement_name}} for {{get-opportunity.account_name}}. SharePoint: {{create-site.url}} | Slack: #{{create-channel.name}} | Confluence: {{create-space.url}}"
  consumes:
    - type: http
      namespace: salesforce
      baseUri: "https://mckinsey.my.salesforce.com/services/data/v58.0"
      authentication:
        type: bearer
        token: "$secrets.salesforce_token"
      resources:
        - name: opportunities
          path: "/sobjects/Opportunity/{{opportunity_id}}"
          inputParameters:
            - name: opportunity_id
              in: path
          operations:
            - name: get-opportunity
              method: GET
    - type: http
      namespace: sharepoint
      baseUri: "https://graph.microsoft.com/v1.0/sites"
      authentication:
        type: bearer
        token: "$secrets.msgraph_token"
      resources:
        - name: sites
          path: "/"
          operations:
            - name: create-site
              method: POST
    - type: http
      namespace: slack
      baseUri: "https://slack.com/api"
      authentication:
        type: bearer
        token: "$secrets.slack_bot_token"
      resources:
        - name: channels
          path: "/conversations.create"
          operations:
            - name: create-channel
              method: POST
    - type: http
      namespace: confluence
      baseUri: "https://mckinsey.atlassian.net/wiki/rest/api"
      authentication:
        type: bearer
        token: "$secrets.confluence_token"
      resources:
        - name: spaces
          path: "/space"
          operations:
            - name: create-space
              method: POST
    - type: http
      namespace: msteams
      baseUri: "https://graph.microsoft.com/v1.0"
      authentication:
        type: bearer
        token: "$secrets.msgraph_token"
      resources:
        - name: messages
          path: "/teams/{{channel_id}}/channels/General/messages"
          inputParameters:
            - name: channel_id
              in: path
          operations:
            - name: send-message
              method: POST

Client Feedback Intake Pipeline ▼

client-experience feedback google-forms salesforce confluence slack

When a Google Form client feedback submission arrives, parses the response, logs it in Salesforce as a survey record, generates a summary in Confluence, and alerts the engagement partner via Slack.

naftiko: "0.5"
info:
  label: "Client Feedback Intake Pipeline"
  description: "When a Google Form client feedback submission arrives, parses the response, logs it in Salesforce as a survey record, generates a summary in Confluence, and alerts the engagement partner via Slack."
  tags:
    - client-experience
    - feedback
    - google-forms
    - salesforce
    - confluence
    - slack
capability:
  exposes:
    - type: mcp
      namespace: feedback-intake
      port: 8080
      tools:
        - name: process-feedback
          description: "Process a client feedback form submission: log in Salesforce, summarize in Confluence, alert via Slack."
          inputParameters:
            - name: form_response_id
              in: body
              type: string
              description: "Google Form response ID."
            - name: form_id
              in: body
              type: string
              description: "Google Form ID."
            - name: engagement_id
              in: body
              type: string
              description: "Associated engagement ID."
            - name: partner_channel
              in: body
              type: string
              description: "Slack channel for the engagement partner."
          steps:
            - name: get-response
              type: call
              call: "gforms.get-response"
              with:
                form_id: "{{form_id}}"
                response_id: "{{form_response_id}}"
            - name: log-feedback
              type: call
              call: "salesforce.create-survey"
              with:
                Engagement__c: "{{engagement_id}}"
                Overall_Rating__c: "{{get-response.answers.rating}}"
                Comments__c: "{{get-response.answers.comments}}"
            - name: create-summary
              type: call
              call: "confluence.create-page"
              with:
                space_key: "FEEDBACK"
                title: "Client Feedback - {{engagement_id}} - {{get-response.respondentEmail}}"
                body: "Rating: {{get-response.answers.rating}}. Comments: {{get-response.answers.comments}}"
            - name: alert-partner
              type: call
              call: "slack.post-message"
              with:
                channel: "{{partner_channel}}"
                text: "New client feedback for engagement {{engagement_id}}: Rating {{get-response.answers.rating}}/5. Details: {{create-summary.url}}"
  consumes:
    - type: http
      namespace: gforms
      baseUri: "https://forms.googleapis.com/v1"
      authentication:
        type: bearer
        token: "$secrets.google_oauth_token"
      resources:
        - name: responses
          path: "/forms/{{form_id}}/responses/{{response_id}}"
          inputParameters:
            - name: form_id
              in: path
            - name: response_id
              in: path
          operations:
            - name: get-response
              method: GET
    - type: http
      namespace: salesforce
      baseUri: "https://mckinsey.my.salesforce.com/services/data/v58.0"
      authentication:
        type: bearer
        token: "$secrets.salesforce_token"
      resources:
        - name: surveys
          path: "/sobjects/Survey_Response__c"
          operations:
            - name: create-survey
              method: POST
    - type: http
      namespace: confluence
      baseUri: "https://mckinsey.atlassian.net/wiki/rest/api"
      authentication:
        type: bearer
        token: "$secrets.confluence_token"
      resources:
        - name: content
          path: "/content"
          operations:
            - name: create-page
              method: POST
    - type: http
      namespace: slack
      baseUri: "https://slack.com/api"
      authentication:
        type: bearer
        token: "$secrets.slack_bot_token"
      resources:
        - name: messages
          path: "/chat.postMessage"
          operations:
            - name: post-message
              method: POST

Client Proposal Generation Pipeline ▼

consulting proposals salesforce confluence google-slides slack

Assembles a client proposal by pulling the opportunity from Salesforce, retrieving relevant case studies from Confluence, generating a slide deck outline in Google Slides, and notifying the proposal team via Slack.

naftiko: "0.5"
info:
  label: "Client Proposal Generation Pipeline"
  description: "Assembles a client proposal by pulling the opportunity from Salesforce, retrieving relevant case studies from Confluence, generating a slide deck outline in Google Slides, and notifying the proposal team via Slack."
  tags:
    - consulting
    - proposals
    - salesforce
    - confluence
    - google-slides
    - slack
capability:
  exposes:
    - type: mcp
      namespace: proposal-pipeline
      port: 8080
      tools:
        - name: generate-proposal
          description: "Given a Salesforce opportunity ID and industry, assemble a proposal pulling case studies and creating a slide deck."
          inputParameters:
            - name: opportunity_id
              in: body
              type: string
              description: "Salesforce opportunity ID."
            - name: industry
              in: body
              type: string
              description: "Industry vertical for case study matching."
            - name: proposal_lead
              in: body
              type: string
              description: "Email of the proposal lead."
          steps:
            - name: get-opp
              type: call
              call: "salesforce.get-opportunity"
              with:
                opportunity_id: "{{opportunity_id}}"
            - name: find-cases
              type: call
              call: "confluence.search-content"
              with:
                cql: "type=page AND label=\"case-study\" AND label=\"{{industry}}\""
                limit: "5"
            - name: create-deck
              type: call
              call: "gslides.create-presentation"
              with:
                title: "Proposal: {{get-opp.account_name}} - {{get-opp.stage}}"
            - name: notify-lead
              type: call
              call: "slack.post-message"
              with:
                channel: "proposals"
                text: "Proposal deck created for {{get-opp.account_name}}: {{create-deck.url}}. {{find-cases.totalSize}} case studies found for {{industry}}. Lead: {{proposal_lead}}"
  consumes:
    - type: http
      namespace: salesforce
      baseUri: "https://mckinsey.my.salesforce.com/services/data/v58.0"
      authentication:
        type: bearer
        token: "$secrets.salesforce_token"
      resources:
        - name: opportunities
          path: "/sobjects/Opportunity/{{opportunity_id}}"
          inputParameters:
            - name: opportunity_id
              in: path
          operations:
            - name: get-opportunity
              method: GET
    - type: http
      namespace: confluence
      baseUri: "https://mckinsey.atlassian.net/wiki/rest/api"
      authentication:
        type: bearer
        token: "$secrets.confluence_token"
      resources:
        - name: search
          path: "/search"
          inputParameters:
            - name: cql
              in: query
            - name: limit
              in: query
          operations:
            - name: search-content
              method: GET
    - type: http
      namespace: gslides
      baseUri: "https://slides.googleapis.com/v1"
      authentication:
        type: bearer
        token: "$secrets.google_oauth_token"
      resources:
        - name: presentations
          path: "/presentations"
          operations:
            - name: create-presentation
              method: POST
    - type: http
      namespace: slack
      baseUri: "https://slack.com/api"
      authentication:
        type: bearer
        token: "$secrets.slack_bot_token"
      resources:
        - name: messages
          path: "/chat.postMessage"
          operations:
            - name: post-message
              method: POST

Client Workshop Orchestrator ▼

consulting workshops zoom google-drive confluence microsoft-outlook

Prepares a client workshop by scheduling a Zoom meeting, creating a shared Google Drive folder, uploading pre-read materials, creating a Confluence agenda page, and sending invitations via Microsoft Outlook.

naftiko: "0.5"
info:
  label: "Client Workshop Orchestrator"
  description: "Prepares a client workshop by scheduling a Zoom meeting, creating a shared Google Drive folder, uploading pre-read materials, creating a Confluence agenda page, and sending invitations via Microsoft Outlook."
  tags:
    - consulting
    - workshops
    - zoom
    - google-drive
    - confluence
    - microsoft-outlook
capability:
  exposes:
    - type: mcp
      namespace: workshop-prep
      port: 8080
      tools:
        - name: prepare-workshop
          description: "Prepare a client workshop: schedule Zoom, create Drive folder, set up Confluence agenda, and send invitations."
          inputParameters:
            - name: workshop_title
              in: body
              type: string
              description: "Title of the workshop."
            - name: date_time
              in: body
              type: string
              description: "Workshop date and time in ISO 8601 format."
            - name: duration_minutes
              in: body
              type: integer
              description: "Duration in minutes."
            - name: attendee_emails
              in: body
              type: string
              description: "Comma-separated attendee emails."
            - name: engagement_space_key
              in: body
              type: string
              description: "Confluence space key for the engagement."
          steps:
            - name: create-meeting
              type: call
              call: "zoom.create-meeting"
              with:
                topic: "{{workshop_title}}"
                start_time: "{{date_time}}"
                duration: "{{duration_minutes}}"
            - name: create-folder
              type: call
              call: "gdrive.create-folder"
              with:
                parent_id: "workshops-root"
                name: "{{workshop_title}}"
            - name: create-agenda
              type: call
              call: "confluence.create-page"
              with:
                space_key: "{{engagement_space_key}}"
                title: "Workshop Agenda: {{workshop_title}}"
                body: "<h2>Workshop: {{workshop_title}}</h2><p>Zoom: {{create-meeting.join_url}}</p><p>Materials: {{create-folder.webViewLink}}</p>"
            - name: send-invites
              type: call
              call: "msgraph.send-mail"
              with:
                sender: "workshops@mckinsey.com"
                to: "{{attendee_emails}}"
                subject: "Workshop Invitation: {{workshop_title}}"
                body: "You are invited to {{workshop_title}} on {{date_time}}. Zoom: {{create-meeting.join_url}}. Agenda: {{create-agenda.url}}. Materials: {{create-folder.webViewLink}}"
  consumes:
    - type: http
      namespace: zoom
      baseUri: "https://api.zoom.us/v2"
      authentication:
        type: bearer
        token: "$secrets.zoom_token"
      resources:
        - name: meetings
          path: "/users/me/meetings"
          operations:
            - name: create-meeting
              method: POST
    - type: http
      namespace: gdrive
      baseUri: "https://www.googleapis.com/drive/v3"
      authentication:
        type: bearer
        token: "$secrets.google_oauth_token"
      resources:
        - name: files
          path: "/files"
          operations:
            - name: create-folder
              method: POST
    - type: http
      namespace: confluence
      baseUri: "https://mckinsey.atlassian.net/wiki/rest/api"
      authentication:
        type: bearer
        token: "$secrets.confluence_token"
      resources:
        - name: content
          path: "/content"
          operations:
            - name: create-page
              method: POST
    - type: http
      namespace: msgraph
      baseUri: "https://graph.microsoft.com/v1.0"
      authentication:
        type: bearer
        token: "$secrets.msgraph_token"
      resources:
        - name: mail
          path: "/users/{{sender}}/sendMail"
          inputParameters:
            - name: sender
              in: path
          operations:
            - name: send-mail
              method: POST

Competitive Intelligence Aggregator ▼

research competitive-intelligence bloomberg linkedin confluence google-sheets

Aggregates competitive intelligence by searching Bloomberg for financial data, querying LinkedIn for organizational changes, checking Confluence for internal analysis, and consolidating findings in a Google Sheets tracker.

naftiko: "0.5"
info:
  label: "Competitive Intelligence Aggregator"
  description: "Aggregates competitive intelligence by searching Bloomberg for financial data, querying LinkedIn for organizational changes, checking Confluence for internal analysis, and consolidating findings in a Google Sheets tracker."
  tags:
    - research
    - competitive-intelligence
    - bloomberg
    - linkedin
    - confluence
    - google-sheets
capability:
  exposes:
    - type: mcp
      namespace: competitive-intel
      port: 8080
      tools:
        - name: aggregate-intel
          description: "Aggregate competitive intelligence from Bloomberg, LinkedIn, and Confluence into a Google Sheets tracker."
          inputParameters:
            - name: company_ticker
              in: body
              type: string
              description: "Bloomberg ticker symbol for the target company."
            - name: linkedin_org_id
              in: body
              type: string
              description: "LinkedIn organization ID."
            - name: tracker_spreadsheet_id
              in: body
              type: string
              description: "Google Sheets tracker spreadsheet ID."
          steps:
            - name: get-financials
              type: call
              call: "bloomberg.get-company-data"
              with:
                ticker: "{{company_ticker}}"
                fields: "REVENUE,NET_INCOME,MARKET_CAP,EBITDA"
            - name: get-org-updates
              type: call
              call: "linkedin.get-organization"
              with:
                organization_id: "{{linkedin_org_id}}"
            - name: get-internal-analysis
              type: call
              call: "confluence.search-content"
              with:
                cql: "type=page AND label=\"competitive-analysis\" AND text~\"{{company_ticker}}\""
                limit: "10"
            - name: update-tracker
              type: call
              call: "gsheets.append-values"
              with:
                spreadsheet_id: "{{tracker_spreadsheet_id}}"
                range: "CompetitiveIntel!A1"
                values: "[\"{{company_ticker}}\", \"{{get-financials.REVENUE}}\", \"{{get-financials.MARKET_CAP}}\", \"{{get-org-updates.staffCount}}\", \"{{get-internal-analysis.totalSize}} internal articles\"]"
  consumes:
    - type: http
      namespace: bloomberg
      baseUri: "https://api.bloomberg.com/eap/catalogs/bbg/datasets"
      authentication:
        type: bearer
        token: "$secrets.bloomberg_token"
      resources:
        - name: companies
          path: "/company/{{ticker}}"
          inputParameters:
            - name: ticker
              in: path
            - name: fields
              in: query
          operations:
            - name: get-company-data
              method: GET
    - type: http
      namespace: linkedin
      baseUri: "https://api.linkedin.com/v2"
      authentication:
        type: bearer
        token: "$secrets.linkedin_token"
      resources:
        - name: organizations
          path: "/organizations/{{organization_id}}"
          inputParameters:
            - name: organization_id
              in: path
          operations:
            - name: get-organization
              method: GET
    - type: http
      namespace: confluence
      baseUri: "https://mckinsey.atlassian.net/wiki/rest/api"
      authentication:
        type: bearer
        token: "$secrets.confluence_token"
      resources:
        - name: search
          path: "/search"
          inputParameters:
            - name: cql
              in: query
            - name: limit
              in: query
          operations:
            - name: search-content
              method: GET
    - type: http
      namespace: gsheets
      baseUri: "https://sheets.googleapis.com/v4"
      authentication:
        type: bearer
        token: "$secrets.google_oauth_token"
      resources:
        - name: values
          path: "/spreadsheets/{{spreadsheet_id}}/values/{{range}}:append"
          inputParameters:
            - name: spreadsheet_id
              in: path
            - name: range
              in: path
          operations:
            - name: append-values
              method: POST

Consultant Staffing Request Pipeline ▼

talent staffing workday servicenow slack

When a staffing request is submitted, searches Workday for available consultants by skill and office, creates a staffing ticket in ServiceNow, and posts the opportunity to the internal Slack staffing channel.

naftiko: "0.5"
info:
  label: "Consultant Staffing Request Pipeline"
  description: "When a staffing request is submitted, searches Workday for available consultants by skill and office, creates a staffing ticket in ServiceNow, and posts the opportunity to the internal Slack staffing channel."
  tags:
    - talent
    - staffing
    - workday
    - servicenow
    - slack
capability:
  exposes:
    - type: mcp
      namespace: staffing-request
      port: 8080
      tools:
        - name: submit-staffing-request
          description: "Submit a staffing request by skill set and office. Searches Workday, creates a ServiceNow ticket, and posts to Slack."
          inputParameters:
            - name: engagement_id
              in: body
              type: string
              description: "The engagement identifier."
            - name: required_skills
              in: body
              type: string
              description: "Comma-separated list of required skills."
            - name: office
              in: body
              type: string
              description: "Preferred office location."
            - name: start_date
              in: body
              type: string
              description: "Required start date in YYYY-MM-DD format."
          steps:
            - name: search-consultants
              type: call
              call: "workday.search-workers"
              with:
                skills: "{{required_skills}}"
                location: "{{office}}"
                availability_date: "{{start_date}}"
            - name: create-ticket
              type: call
              call: "servicenow.create-request"
              with:
                short_description: "Staffing request for engagement {{engagement_id}}"
                description: "Skills: {{required_skills}}. Office: {{office}}. Start: {{start_date}}. Candidates found: {{search-consultants.total}}."
                category: "staffing"
            - name: post-opportunity
              type: call
              call: "slack.post-message"
              with:
                channel: "staffing-opportunities"
                text: "Staffing need for engagement {{engagement_id}}: {{required_skills}} in {{office}} starting {{start_date}}. Ticket: {{create-ticket.number}}. {{search-consultants.total}} candidates identified."
  consumes:
    - type: http
      namespace: workday
      baseUri: "https://wd2-impl-services1.workday.com/ccx/api/v1/mckinsey"
      authentication:
        type: bearer
        token: "$secrets.workday_token"
      resources:
        - name: workers
          path: "/workers"
          inputParameters:
            - name: skills
              in: query
            - name: location
              in: query
            - name: availability_date
              in: query
          operations:
            - name: search-workers
              method: GET
    - type: http
      namespace: servicenow
      baseUri: "https://mckinsey.service-now.com/api/now"
      authentication:
        type: basic
        username: "$secrets.servicenow_user"
        password: "$secrets.servicenow_password"
      resources:
        - name: requests
          path: "/table/sc_request"
          operations:
            - name: create-request
              method: POST
    - type: http
      namespace: slack
      baseUri: "https://slack.com/api"
      authentication:
        type: bearer
        token: "$secrets.slack_bot_token"
      resources:
        - name: messages
          path: "/chat.postMessage"
          operations:
            - name: post-message
              method: POST

Mckinsey Workflow 1 ▼

consulting operations salesforce