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shd-mcp-plugin/plugins/shd-mcp-plugin/skills/shd-routing/SKILL.md
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markkats 08cf3672a4
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feat: complete SHD MCP plugin workflows and widget
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name, description
name description
shd-routing Use for any request that asks SHD for data, a project operation, a module workflow, or a change to SHD records. Route the request to the narrowest existing SHD MCP tool and preserve server-side permissions.

SHD routing and safety

SHD MCP is the source of truth for live data, tool schemas, permissions, organization/project scope, conflicts, idempotency, audit and persisted readback. Do not invent fields, statuses, identifiers, routes or capabilities.

Route the request

  • Project list, project status, deadlines or project context: use the Projects Core tools and the shd-active-projects or shd-project-status workflow.
  • ProjectBase schema, records, links or data quality: use Project DB tools and the shd-project-db-audit workflow.
  • Tasks, task projects, task status or task dates: use Tasks tools and the shd-task-workflow workflow.
  • Project files and paths: use Files tools and the shd-project-files workflow.
  • Discussions, channels, topics, messages or attachments: use Discussions tools and the shd-discussions workflow.
  • Documents, templates, revisions, PDFs or publication links: use Documents tools and the shd-documents workflow.
  • Organizations, members, invitations, roles or two-factor policy: use Organizations tools and the shd-organizations-acl workflow.
  • Notifications, preferences or read state: use Notifications tools and the shd-notifications workflow.
  • Inventory, stock, assets, procurement or stocktakes: use Inventory tools and the shd-inventory workflow.
  • Agents, controllers, diagnostics, tunnels or network access: use Agents tools and the shd-agents-operations workflow.
  • Status-page monitors, history, groups or incidents: use Status Page tools and the shd-status-page workflow.
  • Realtime sessions, event cursors or historical activity: use Realtime tools and the shd-realtime-activity workflow.
  • Terms documents, revisions, completeness or contract discussions: use Terms tools and the shd-terms-contracts workflow.
  • Linked Gitea issues, labels, comments or attachments: use Gitea tools and the shd-gitea workflow.
  • Finance or CRM records: use the specific module tools and the shd-finance-crm workflow; use project context for a high-level overview.
  • Finance reconciliation, balances, settlements or audit history: shd-financial-account-audit.
  • Proposals, estimates, quotes or estimate-document contracts: shd-estimate-management.
  • Scheduling, event types, slots or bookings: shd-event-positions.
  • Wiki, notes, pages, revisions or note databases: shd-wiki-management.
  • Entity matching or possible duplicates: shd-entity-resolution.
  • Analytics, comparisons, trends or reports: shd-analytics.
  • A multi-record change: use shd-safe-bulk-change before any mutation.

Use shd_capabilities only when the available module or permission boundary is unclear. If a tool or module is unavailable, report that fact instead of falling back to an undocumented endpoint.

Read-first rule

For every write, first read the target and its relevant schema or metadata. Only perform a mutation when the user explicitly requested that mutation. A request to inspect, summarize, compare, audit or suggest is not permission to write.

Preserve the exact server result. Separate confirmed values from inference, and include affected identifiers, conflicts, validation errors and final readback when the server returns them.

Scope and secrets

Never ask for or expose access tokens, passwords, cookies, private keys, raw public-link bearer tokens or integration secrets. Never use a user-provided project name as an identifier when SHD has not resolved it to a returned project code or ID.

See references/module-map.md for the current high-level routing map.