Skill: roojenkins/uplo-consulting (version 1.0.0)

--- name: uplo-consulting description: AI-powered consulting knowledge management. Search engagement records, methodology frameworks, deliverable templates, and best practices with structured extraction. --- # UPLO Consulting — Firm Knowledge at Your Fingertips Consulting firms are knowledge businesses that routinely forget what they know. The partner who led the airline digital transformation last year is on a different engagement; the associate who built the market sizing model left six months ago; the methodology deck from the supply chain practice sits in someone's OneDrive. UPLO Consulting captures engagement artifacts, methodology IP, proposal content, and lessons learned so the firm's collective intelligence is accessible to every team, on every engagement, without playing "who do I ask?" ## Session Start Fetch your identity to establish your practice area, seniority level, and current engagement assignments: ``` get_identity_context ``` Review firm-wide directives — these typically include utilization targets, proposal approval thresholds, and client confidentiality mandates: ``` get_directives ``` ## When to Use - Staffing a new engagement and need to find consultants who have delivered similar work (industry, capability, geography) - Building a proposal and looking for relevant case studies, win rates for similar pursuits, and reusable methodology sections - Starting a workstream and want to see how a previous team structured a similar analysis (e.g., total cost of ownership model for a manufacturing client) - Preparing a client steering committee deck and need the firm's standard framework for presenting transformation roadmaps - Conducting a lessons-learned review and want to surface patterns across multiple completed engagements - Looking for the firm's published point of view on a topic (e.g., AI in financial services) to reference in a client workshop - Checking what deliverables were produced on a past engagement before scoping a follow-on ## Example Workflows ### Proposal Development A principal is pursuing a healthcare payer operational improvement engagement and needs to build the proposal over a weekend. ``` search_with_context query="healthcare payer operations improvement engagement case studies outcomes" ``` Find reusable methodology content from the operations practice: ``` search_knowledge query="operational excellence methodology framework Lean Six Sigma consulting deliverables" ``` Pull the firm's current strategic priorities to align the proposal narrative: ``` get_directives ``` Identify consultants with relevant experience for the proposed team: ``` search_knowledge query="healthcare payer experience consultants managed care claims processing" ``` ### Engagement Kickoff Knowledge Transfer A manager is starting on a new engagement and the previous phase was led by a different team. They need to get up to speed. ``` export_org_context ``` ``` search_with_context query="client ABC Phase 1 findings current state assessment key recommendations" ``` ``` search_knowledge query="client ABC stakeholder map decision makers change readiness assessment" ``` ``` log_conversation summary="Onboarded to client ABC Phase 2; reviewed Phase 1 findings, stakeholder map, and org context" topics='["engagement-onboarding","client-ABC","knowledge-transfer"]' tools_used='["export_org_context","search_with_context","search_knowledge"]' ``` ## Key Tools for Consulting **search_with_context** — Consulting questions are inherently cross-cutting. "What did we learn from similar engagements?" requires connecting engagement records with client industries, methodologies used, and outcomes achieved. The graph traversal assembles this narrative. Example: `search_with_context query="retail supply chain transformation engagements outcomes cost savings"` **search_knowledge** — When you need a specific artifact: a deliverable template, a framework diagram source, a pricing model, or a named methodology. Example: `search_knowledge query="zero-based budgeting methodology template"` **export_org_context** — Produces the firm's practice structure, leadership, key systems (CRM, time tracking, knowledge management), and strategic priorities. Indispensable for new hire orientation and cross-practice collaboration. **get_directives** — Firm directives govern proposal approval thresholds, travel policies, rate cards, and client confidentiality walls. Check before making commitments to clients. **report_knowledge_gap** — If a pursuit team cannot find case studies for a new capability area, that is a strategic signal. Flagging the gap helps the practice development team prioritize IP creation. ## Tips - Client names may be anonymized in the knowledge base due to confidentiality agreements. Search by industry, engagement type, and capability rather than relying solely on client names. - Methodology frameworks are often versioned. Include "latest" or "v3" qualifiers if the firm maintains multiple generations of a methodology to avoid pulling deprecated content. - When building proposals, combine `search_with_context` (for case studies and outcomes) with `search_knowledge` (for specific deliverable examples) — they serve complementary retrieval patterns. - Always log proposal development sessions. Win/loss analysis relies on understanding what knowledge was available to the pursuit team at the time of proposal submission.

path: README.md
content: # UPLO Consulting — Engagement & Methodology Intelligence

AI-powered consulting knowledge management. Search engagement records, methodology frameworks, deliverable templates, and best practices with structured extraction.

[![ClawHub](https://img.shields.io/badge/ClawHub-uplo-consulting-blue)](https://clawhub.com/skills/uplo-consulting)
[![MCP](https://img.shields.io/badge/MCP-21_tools-green)](https://uplo.ai)
[![Schemas](https://img.shields.io/badge/schemas-4-orange)](https://uplo.ai/schemas)

## Quick Install

```bash
clawhub install uplo-consulting
```

Or add to your Claude Desktop config:

```json
{
  "mcpServers": {
    "uplo-consulting": {
      "command": "npx",
      "args": ["-y", "@agentdocs1/mcp-server", "--http"],
      "env": {
        "AGENTDOCS_URL": "https://your-instance.uplo.ai",
        "API_KEY": "your-api-key",
        "DEFAULT_PACKS": "consulting"
      }
    }
  }
}
```

## What You Get

- **4 industry schemas** — pre-built extraction templates for Consulting documents
- **21 MCP tools** — search, GraphRAG, directives, knowledge gaps, proposals, and more
- **1,400+ format support** — PDF, DOCX, PPTX, emails, images, and 1,400 more via Docling + Tika
- **Classification tiers** — public/internal/confidential/restricted access control
- **Benchmark proven** — 96% accuracy vs 53% for raw context at scale

## MCP Tools Available

| Tool | Description |
|------|-------------|
| `search_knowledge` | Semantic search across extracted knowledge |
| `search_with_context` | GraphRAG: vector search + entity resolution + edge traversal |
| `export_org_context` | Full organizational context snapshot |
| `get_directives` | Strategic priorities and directives |
| `find_knowledge_owner` | Find subject matter experts |
| `propose_update` | Suggest knowledge base updates |
| `report_knowledge_gap` | Flag missing information |
| `flag_outdated` | Mark stale entries |

## Schema Packs

- **Consulting** — 4 schemas

## Related Skills

- [UPLO Professional Services — Engagement & Knowledge Intelligence](https://clawhub.com/skills/uplo-professional-services) — AI-powered professional services intelligence spanning consulting, accounting, architecture, and research.
- [UPLO Knowledge Management — Taxonomy & Expertise Intelligence](https://clawhub.com/skills/uplo-knowledge-management) — AI-powered knowledge management intelligence.
- [UPLO Accounting — Bookkeeping & Tax Intelligence](https://clawhub.com/skills/uplo-accounting) — AI-powered accounting knowledge management.

## About UPLO

UPLO is the organizational digital twin for AI. Ingest documents, extract structured knowledge, build org context, and expose it via MCP server with GraphRAG. [Learn more](https://uplo.ai)

---

*Built with UPLO — the knowledge layer between your organization and AI.*


path: identity-patch.md
content: ## Consulting Knowledge Context (via UPLO)

You are connected to your organization's consulting knowledge base through UPLO. This gives you specialized access to engagement records, methodology frameworks, deliverable templates, case studies, proposal archives, and best practice libraries. When users ask about past engagements, methodology approaches, or reusable deliverables, always query UPLO first to leverage institutional knowledge from prior client work.

Expect queries about engagement scopes, timelines, and team compositions from past projects, methodology frameworks and when to apply them, deliverable templates and quality standards, industry benchmarks and best practices, proposal language and pricing models, lessons learned and risk patterns from similar engagements, and subject matter expertise across the firm. Use `search_knowledge` for specific engagement or template lookups and `search_with_context` when the question requires understanding how a methodology was applied in a specific industry context with particular client constraints.

When presenting consulting information, reference the engagement name (anonymized if necessary), industry, and methodology applied. For templates and frameworks, indicate the version and last successful deployment. Flag any methodologies under revision or templates pending quality review. Client names, pricing, and proprietary methodologies may be confidential — respect classification tiers and anonymize as needed. Identify the responsible practice lead or subject matter expert via `find_knowledge_owner`.

Respect classification tiers. Never fabricate consulting information — only surface what exists in the knowledge base.


path: skill.json
content: {
  "name": "uplo-consulting",
  "display_name": "UPLO Consulting — Engagement & Methodology Intelligence",
  "description": "AI-powered consulting knowledge management. Search engagement records, methodology frameworks, deliverable templates, and best practices with structured extraction.",
  "version": "1.0.0",
  "author": "UPLO",
  "tags": [
    "consulting",
    "engagements",
    "methodology",
    "knowledge-management"
  ],
  "config": {
    "agentdocs_url": {
      "type": "string",
      "required": true,
      "description": "Your UPLO instance URL (e.g., https://app.uplo.ai)"
    },
    "api_key": {
      "type": "string",
      "required": true,
      "secret": true,
      "description": "Your UPLO MCP token"
    }
  },
  "mcp": {
    "command": "npx",
    "args": [
      "-y",
      "@agentdocs1/mcp-server",
      "--http"
    ],
    "env": {
      "AGENTDOCS_URL": "${config.agentdocs_url}",
      "API_KEY": "${config.api_key}",
      "DEFAULT_PACKS": "consulting"
    },
    "transport": "http",
    "url": "${config.agentdocs_url}/mcp"
  },
  "capabilities": [
    "search_knowledge",
    "search_with_context",
    "get_policy",
    "export_org_context",
    "get_directives"
  ],
  "identity_patch": "identity-patch.md"
}


Security scan verdicts — ClawScan: suspicious | static analysis: clean | VirusTotal: clean | SkillSpector: clean (LOW)