Stratafy MCP Server Documentation

169 strategic intelligence tools for AI agents — manage strategy, insights, decisions, signals, risks, and more through the Model Context Protocol.

Overview

The Stratafy MCP server exposes 169 tools, 12 prompts, and 10 resources for AI agents to interact with your strategic workspace. It implements the Model Context Protocol (MCP) — the open standard for connecting AI assistants to external data and actions.

Quick Start

Get your API key

Create an API key from your Stratafy workspace settings.

Connect to your AI client

Add the Stratafy MCP server to Claude Desktop, Claude Code, or any MCP-compatible client:

{
  "mcpServers": {
    "stratafy": {
      "url": "https://app.stratafy.ai/api/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    }
  }
}

Select your workspace

Use the select_workspace tool to choose which workspace to work with. All subsequent tool calls operate within that workspace context.

Authentication

The MCP server supports three authentication modes:

Mode	Use Case	Setup
Supabase session	Browser-based (Claude.ai Connectors)	Automatic via OAuth flow
API key	CLI tools (Claude Code, Claude Desktop)	`Authorization: Bearer sk_...` header
Agent token	Autonomous AI agents	`Authorization: Bearer agent_...` header

API keys can be scoped to specific workspaces and tool sets for fine-grained access control.

Tools Reference

Workspace (4 tools)

Tool	Description
`select_workspace`	List available workspaces or select one. Required before using other tools.
`get_workspace_snapshot`	Comprehensive workspace context — company info, strategy tree, metrics, assumptions, risks
`update_workspace_context`	Update workspace properties — domain, industry, company context
`create_workspace`	Create a new workspace. Authenticated user becomes owner.

Strategy (8 tools)

Tool	Description
`list_strategies`	List strategies with status filtering. Excludes completed/archived by default.
`get_strategy`	Get a strategy by ID with full details
`get_strategy_tree`	Complete strategy subtree — sub-strategies, initiatives, optionally objectives and metrics
`create_strategy`	Create a new strategy in the workspace
`update_strategy`	Update strategy name, description, parent, team, type, status, position
`reorder_strategies`	Batch reorder strategies by position
`run_internal_alignment_scan`	AI-powered scan evaluating strategy against foundation (mission, vision, values, beliefs, principles)
`run_coherence_scan`	AI-powered cross-strategy coherence analysis — conflicts, tensions, reinforcements, dependencies

Foundation (14 tools)

Manage organizational identity — the mission, vision, values, principles, and beliefs that guide strategy.

Tool	Description
`update_mission`	Update or create the workspace mission statement
`update_vision`	Update or create the workspace vision statement
`list_values`	List all core values
`create_value`	Add a core value
`update_value`	Update a core value
`delete_value`	Archive a core value
`list_principles`	List all principles
`create_principle`	Add a principle
`update_principle`	Update a principle
`delete_principle`	Archive a principle
`list_beliefs`	List all beliefs
`create_belief`	Add a belief
`update_belief`	Update a belief
`delete_belief`	Archive a belief

Initiatives (4 tools)

Tool	Description
`list_initiatives`	List initiatives. Excludes completed/cancelled by default.
`get_initiative`	Get an initiative by ID
`create_initiative`	Create a new initiative under a strategy
`update_initiative`	Update an existing initiative

Objectives & OKRs (6 tools)

Tool	Description
`list_objectives`	List objectives with filtering by strategy, initiative, status
`get_objective`	Get objective with OKR score, target/current values, assessment
`create_objective`	Create a measurable objective linked to a strategy or initiative
`update_objective`	Update objective details
`update_okr_score`	Update OKR score (0-1 scale, e.g. 0.7 = 70% achieved)
`archive_objective`	Soft delete an objective

Metrics (4 tools)

Tool	Description
`list_metrics`	List metrics with filtering by category, type, status, or key metric flag
`get_metric`	Get metric with thresholds, current/previous values, collection settings
`create_metric`	Create a performance metric tracking progress toward objectives
`update_metric`	Update metric details

Insights (8 tools)

Tool	Description
`list_insights`	List insights with filtering. Defaults to pending status.
`get_insight`	Get an insight by ID
`get_insight_hierarchy`	Hierarchical tree of insights with synthesis relationships
`create_insight`	Create a new insight
`update_insight`	Update one or more insights (supports batch up to 50)
`archive_insight`	Soft delete one or more insights (supports batch up to 50)
`synthesize_insights`	Create a higher-level insight by synthesizing multiple sources
`search_insights`	Full-text search across insights

Decisions (5 tools)

Tool	Description
`list_decisions`	List decisions. Excludes implemented/reviewed by default.
`get_decision`	Get a decision by ID with full details
`create_decision`	Log a new decision with context, rationale, and strategy/initiative links
`update_decision`	Record approval, add rationale, set outcome, change status
`get_pending_decisions`	Get pending decisions optionally approaching a deadline

Assumptions (10 tools)

Tool	Description
`list_assumptions`	List assumptions. Excludes archived/invalidated by default.
`get_assumption`	Get assumption with optional context links
`create_assumption`	Create a strategic assumption that underpins decisions
`update_assumption`	Update assumption details
`validate_assumption`	Mark as validated with supporting evidence
`invalidate_assumption`	Mark as disproven with evidence. Triggers strategic reassessment.
`archive_assumption`	Soft delete an assumption
`link_assumption_to_context`	Link to strategy, initiative, objective, or foundation element
`unlink_assumption_from_context`	Remove a context link
`get_assumptions_for_context`	Get all assumptions linked to a specific entity

Risks (13 tools)

Tool	Description
`list_risks`	List risks. Excludes closed/archived by default.
`get_risk`	Get risk with optional context links
`create_risk`	Create a risk with likelihood and impact scoring
`update_risk`	Update risk details. Score auto-recalculates from likelihood x impact.
`mitigate_risk`	Mark as mitigated, accepted, or transferred with strategy details
`mark_risk_occurred`	Record that a risk materialized with actual impact
`close_risk`	Close a fully addressed risk
`archive_risk`	Soft delete a risk
`link_risk_to_context`	Link to strategy, initiative, objective, or foundation value
`unlink_risk_from_context`	Remove a context link
`get_risks_for_context`	Get all risks linked to a specific entity
`get_high_risk_items`	Filter by score threshold (6+ medium, 9+ high, 12+ critical)
`get_risk_score_distribution`	Risk analytics — distribution by score category

Signals (14 tools)

Strategic signals are detected events (internal or external) with potential strategic relevance. The signal pipeline moves through: detected → researching → assessing → routed → archived.

Tool	Description
`list_signals`	List signals with status, type, and strength filtering
`get_signal`	Get signal with strategy links and provenance routes
`create_signal`	Create a new strategic signal
`update_signal`	Update signal details
`classify_signal`	Set category and strength. Advances to "researching" status.
`add_signal_research`	Add research findings (markdown). Advances to "assessing" status.
`assess_signal_impact`	Add structured impact assessment for strategies
`route_signal`	Create provenance link to an entity created from this signal
`archive_signal`	Soft delete a signal
`get_signal_routes`	Get provenance trail — what entities were created from this signal
`get_signals_for_entity`	Reverse provenance — what signals produced this entity
`get_signals_for_strategy`	Get all signals affecting a strategy
`link_signal_to_strategy`	Link signal to strategy with impact assessment
`unlink_signal_from_strategy`	Remove a signal-to-strategy link

Radar (9 tools)

Radar scans detect external signals — competitor moves, market trends, regulatory changes, technology shifts. Findings auto-create insights for the learning loop.

Tool	Description
`create_radar_session`	Create a session to group radar scans
`create_radar_scan`	Start a new scan execution within a session
`list_radar_scans`	List scan executions with filtering
`get_radar_scan`	Get scan with all findings, implications, and recommendations
`list_radar_findings`	List findings with filtering by execution, type, severity
`get_radar_finding`	Get finding with linked insight, implications, recommendations
`add_radar_finding`	Add a finding. Auto-creates an Insight with `source: stratafy_radar`.
`add_radar_implication`	Add a strategic implication to a finding
`add_radar_recommendation`	Add an actionable recommendation

Documents (17 tools)

Tool	Description
`list_documents`	List documents with filtering by status, category, search
`get_document`	Get document by ID with full content
`create_document`	Create a document. Slug auto-generated from title.
`update_document`	Update document. Creates a version snapshot before changes.
`archive_document`	Soft delete a document
`get_document_versions`	Version history ordered by version descending
`get_document_links`	List all entity links (strategies, initiatives, etc.)
`add_document_link`	Link to a strategy entity
`remove_document_link`	Remove an entity link
`get_document_tree`	Full hierarchical tree with sections and documents
`create_tree_section`	Create a folder in the document tree
`place_document_in_tree`	Place a document under a section
`update_tree_node`	Update label or icon of a tree node
`move_tree_node`	Move to new parent and/or position
`delete_tree_node`	Soft delete a tree node (cascades for sections)
`get_unplaced_documents`	Get documents not yet in the tree
`search_documents`	Semantic search using AI embeddings

Reviews (4 tools)

Tool	Description
`list_reviews`	List strategy reviews/alignment scans with filtering
`get_review`	Get review by ID with all perspectives and analysis
`get_latest_review`	Get the most recent review for a strategy
`preview_context_generation`	Test a context generation prompt without saving

Teams & Organogram (14 tools)

Tool	Description
`list_teams`	List teams with filtering by type, status, parent
`get_team`	Get team by ID with members
`create_team`	Create a new team
`update_team`	Update team details
`delete_team`	Delete team and memberships
`get_organogram`	Full org structure as nested tree
`add_team_member`	Add user to team
`list_team_members`	List members with filtering
`remove_team_member`	Remove from team
`add_member`	Add user as workspace member with role
`get_member`	Get workspace member details
`check_membership`	Check if user is workspace member
`update_member_status`	Update member status
`remove_member`	Remove from workspace

AI Agents (16 tools)

Tool	Description
`list_agents`	List registered agents with filtering
`get_agent`	Get agent details by ID
`create_agent`	Register a new agent with API key. Key shown only once.
`update_agent`	Update agent configuration
`revoke_agent`	Revoke agent and its key. Cannot be undone.
`get_agent_context`	Get packaged strategic context. Returns cached if fresh.
`refresh_agent_context`	Force context regeneration
`regenerate_agent_api_key`	Generate new key, revoke old one. Shown only once.
`list_prompt_templates`	List templates for agent context generation
`get_prompt_template`	Get template details
`create_prompt_template`	Create template with `{{placeholder}}` syntax
`update_prompt_template`	Update template. Triggers staleness for agents using it.
`archive_prompt_template`	Soft delete a template
`create_agent_token`	Create token for autonomous access. Shown only once.
`list_agent_tokens`	List workspace agent tokens
`revoke_agent_token`	Revoke an agent token immediately

Users & Auth (10 tools)

Tool	Description
`find_user`	Find user by email or ID
`create_user`	Find or create user by email (idempotent)
`link_user_auth`	Link authentication ID to user account
`list_roles`	List available roles with hierarchy
`list_user_roles`	Get user roles with resolved permissions
`assign_user_role`	Assign role to user
`remove_user_role`	Remove role from user
`list_api_keys`	List active API keys for current user
`create_api_key`	Create API key (user-scoped or workspace-scoped)
`revoke_api_key`	Revoke an API key

Feedback (6 tools)

Tool	Description
`list_feedback`	List feedback with filtering by type and status
`get_feedback`	Get a feedback entry by ID
`log_bug`	Log a bug report
`suggest_enhancement`	Suggest a product enhancement
`ask_question`	Ask a product question
`triage_feedback`	Categorize and update feedback status

Search (1 tool)

Tool	Description
`search_workspace`	Semantic search across all entity types using AI embeddings

Prompts

Prompts provide pre-built conversation starters that load relevant workspace context.

Prompt	Description
`load_context`	Load your full workspace context into the conversation
`analyze_strategy`	Analyze a specific strategy for alignment and gaps
`review_foundation`	Review mission, vision, values, and principles
`strategy_brainstorm`	Brainstorm new strategies grounded in your context
`strategic_advisor`	Get grounded strategic advice from workspace context
`pulse`	Quick strategic health check
`coach_me`	Strategic coaching through powerful questions
`advise_me`	Direct advice with trade-offs and recommendations
`lets_go`	Start your day — priorities, tasks, and action
`call_it_a_day`	End-of-day reflection — wins, blockers, learnings
`review_strategy_tree`	Walk through your strategy tree and refine together
`build_workspace`	Set up workspace — company context, domain research, strategy from first principles

Resources

Resources provide read-only access to workspace data without tool calls.

Resource URI	Description
`stratafy://workspace/current`	Current workspace info (name, industry, teams)
`stratafy://foundation`	Complete foundation: mission, vision, values, principles, beliefs
`stratafy://foundation/values`	Core values list
`stratafy://foundation/principles`	Principles list
`stratafy://foundation/beliefs`	Beliefs list
`stratafy://strategies/tree`	Hierarchical strategy tree
`stratafy://initiatives`	All initiatives with status and progress
`stratafy://metrics/summary`	Key metrics with current values
`stratafy://insights`	All insights with category, source, and impact
`stratafy://insights/hierarchy`	Hierarchical insights tree for synthesis relationships

Permissions

Tools are gated by workspace role permissions. API keys and agent tokens can be further scoped to specific tool sets.

Role	Access Level
Owner	Full access to all tools
Admin	All tools except workspace deletion
Editor	Create, read, update on all entities
Viewer	Read-only access
Agent	Scoped by agent configuration

Rate Limits & Best Practices

Batch operations: Use batch variants where available (e.g., update_insight and archive_insight support arrays up to 50)
Workspace selection: Always call select_workspace first in multi-workspace setups
Caching: Use get_workspace_snapshot for initial context loading, then targeted tools for updates
Soft deletes: Archive/delete operations are soft deletes — data can be restored
Risk scoring: Risk scores auto-calculate from likelihood x impact (0-16 scale)
Signal pipeline: Follow the lifecycle: create → classify → research → assess → route → archive