|
| 1 | +# Work Operating Model Activation |
| 2 | + |
| 3 | +> A conversation-first workflow that interviews you about how your work actually runs, stores the answers as structured Open Brain data, and generates agent-ready operating files. |
| 4 | +
|
| 5 | +## What It Does |
| 6 | + |
| 7 | +This recipe adds a dedicated MCP server plus schema for a 45-minute elicitation workflow. The interview runs in five fixed layers: |
| 8 | + |
| 9 | +1. operating rhythms |
| 10 | +2. recurring decisions |
| 11 | +3. dependencies |
| 12 | +4. institutional knowledge |
| 13 | +5. friction |
| 14 | + |
| 15 | +Each approved layer is saved into structured tables, summarized into one durable Open Brain thought through your existing core connector, and made available for later querying and export generation. |
| 16 | + |
| 17 | +This recipe depends on the canonical [Work Operating Model skill](../../skills/work-operating-model/), which owns the interview behavior. The recipe owns the data model, remote MCP server, and export snapshots. |
| 18 | + |
| 19 | +## Prerequisites |
| 20 | + |
| 21 | +- Working Open Brain setup ([guide](../../docs/01-getting-started.md)) |
| 22 | +- Existing core Open Brain connector with `search_thoughts` and `capture_thought` |
| 23 | +- AI client that supports reusable skills or prompt packs |
| 24 | +- Supabase CLI installed and linked to your project |
| 25 | +- Canonical [Work Operating Model skill](../../skills/work-operating-model/) |
| 26 | + |
| 27 | +## Credential Tracker |
| 28 | + |
| 29 | +```text |
| 30 | +WORK OPERATING MODEL ACTIVATION -- CREDENTIAL TRACKER |
| 31 | +---------------------------------------------------- |
| 32 | +
|
| 33 | +FROM YOUR OPEN BRAIN SETUP |
| 34 | + Project URL: ____________ |
| 35 | + Secret key: ____________ |
| 36 | + Project ref: ____________ |
| 37 | + MCP Access Key: ____________ |
| 38 | + Core Open Brain tools available: yes / no |
| 39 | +
|
| 40 | +GENERATED DURING SETUP |
| 41 | + Default User ID: ____________ |
| 42 | + Function URL: ____________ |
| 43 | + MCP Connection URL: ____________ |
| 44 | + Current profile version: ____________ |
| 45 | +
|
| 46 | +---------------------------------------------------- |
| 47 | +``` |
| 48 | + |
| 49 | +## Steps |
| 50 | + |
| 51 | +### 1. Install the skill dependency |
| 52 | + |
| 53 | +Follow the installation steps in the [Work Operating Model skill](../../skills/work-operating-model/). The skill handles the interview, confirmation gates, contradiction pass, and summary-thought capture. |
| 54 | + |
| 55 | +### 2. Run the schema |
| 56 | + |
| 57 | +Open your Supabase SQL Editor and run [`schema.sql`](./schema.sql): |
| 58 | + |
| 59 | +```text |
| 60 | +https://supabase.com/dashboard/project/YOUR_PROJECT_ID/sql/new |
| 61 | +``` |
| 62 | + |
| 63 | +This creates: |
| 64 | + |
| 65 | +- `operating_model_profiles` |
| 66 | +- `operating_model_sessions` |
| 67 | +- `operating_model_layer_checkpoints` |
| 68 | +- `operating_model_entries` |
| 69 | +- `operating_model_exports` |
| 70 | + |
| 71 | +It also adds the helper RPC functions `operating_model_start_session()` and `operating_model_save_layer()` for atomic session and layer persistence. |
| 72 | + |
| 73 | +### 3. Generate your default user ID |
| 74 | + |
| 75 | +This recipe is single-user on purpose. Generate one UUID and reuse it for future sessions: |
| 76 | + |
| 77 | +```bash |
| 78 | +uuidgen | tr '[:upper:]' '[:lower:]' |
| 79 | +``` |
| 80 | + |
| 81 | +Save it to your credential tracker, then set it in Supabase: |
| 82 | + |
| 83 | +```bash |
| 84 | +supabase secrets set DEFAULT_USER_ID=your-generated-uuid |
| 85 | +``` |
| 86 | + |
| 87 | +### 4. Deploy the MCP server |
| 88 | + |
| 89 | +Follow the [Deploy an Edge Function](../../primitives/deploy-edge-function/) guide using these values: |
| 90 | + |
| 91 | +| Setting | Value | |
| 92 | +|---------|-------| |
| 93 | +| Function name | `work-operating-model-mcp` | |
| 94 | +| Download path | `recipes/work-operating-model-activation` | |
| 95 | + |
| 96 | +This function uses: |
| 97 | + |
| 98 | +- `SUPABASE_URL` |
| 99 | +- `SUPABASE_SERVICE_ROLE_KEY` |
| 100 | +- `MCP_ACCESS_KEY` |
| 101 | +- `DEFAULT_USER_ID` |
| 102 | + |
| 103 | +### 5. Connect it to your AI client |
| 104 | + |
| 105 | +Use the [Remote MCP Connection](../../primitives/remote-mcp/) pattern. |
| 106 | + |
| 107 | +| Setting | Value | |
| 108 | +|---------|-------| |
| 109 | +| Connector name | `Work Operating Model` | |
| 110 | +| URL | Your function URL with the same MCP key pattern you use for your other OB1 servers | |
| 111 | + |
| 112 | +Keep your core Open Brain connector enabled too. This recipe stores structured data in its own tables, but the skill still uses the base `search_thoughts` and `capture_thought` tools for hints and summary memory writes. |
| 113 | + |
| 114 | +### 6. Start the interview |
| 115 | + |
| 116 | +With both connectors enabled and the skill installed, prompt your AI client: |
| 117 | + |
| 118 | +```text |
| 119 | +Use the Work Operating Model workflow to interview me and build my operating model. |
| 120 | +``` |
| 121 | + |
| 122 | +The skill should: |
| 123 | + |
| 124 | +1. call `start_operating_model_session` |
| 125 | +2. run the five layers in order |
| 126 | +3. show a checkpoint summary after each layer |
| 127 | +4. wait for your confirmation before saving |
| 128 | +5. save the layer with `save_operating_model_layer` |
| 129 | +6. capture one summary thought through your core Open Brain connector |
| 130 | +7. run a contradiction pass |
| 131 | +8. call `generate_operating_model_exports` |
| 132 | + |
| 133 | +### 7. Review the exports |
| 134 | + |
| 135 | +At the end of a successful run, the MCP server stores and returns: |
| 136 | + |
| 137 | +- `operating-model.json` |
| 138 | +- `USER.md` |
| 139 | +- `SOUL.md` |
| 140 | +- `HEARTBEAT.md` |
| 141 | +- `schedule-recommendations.json` |
| 142 | + |
| 143 | +These are stored in `operating_model_exports`, so they still exist even if your client cannot write files locally. |
| 144 | + |
| 145 | +## Available MCP Tools |
| 146 | + |
| 147 | +1. `start_operating_model_session` |
| 148 | + Create or resume the active interview run. Returns profile status, session status, completed layers, pending layer, session checkpoints, and latest approved checkpoints. |
| 149 | + |
| 150 | +2. `save_operating_model_layer` |
| 151 | + Atomically upserts the approved layer checkpoint plus canonical entries for that layer, then advances the session to the next layer or review state. |
| 152 | + |
| 153 | +3. `query_operating_model` |
| 154 | + Reads the latest operating model or a filtered slice by `layer`, `keyword`, `cadence`, `stakeholder`, `unresolved_only`, or `friction_priority`. |
| 155 | + |
| 156 | +4. `generate_operating_model_exports` |
| 157 | + Renders and stores the final JSON/markdown artifacts after all five layers are approved. |
| 158 | + |
| 159 | +## Expected Outcome |
| 160 | + |
| 161 | +When this recipe is working correctly: |
| 162 | + |
| 163 | +- a first session creates version `1` of a structured operating model |
| 164 | +- pausing after layer 2 and restarting later resumes at the correct pending layer |
| 165 | +- each approved layer writes one checkpoint plus canonical entries into the recipe tables |
| 166 | +- the skill captures six summary thoughts in your core Open Brain: |
| 167 | + - one per layer |
| 168 | + - one final synthesis |
| 169 | +- `query_operating_model` can find things like `Monday planning block`, `finance email dependency`, or `handoff friction` |
| 170 | +- `generate_operating_model_exports` returns all five artifact blobs even if no local files are written |
| 171 | + |
| 172 | +## Troubleshooting |
| 173 | + |
| 174 | +**Issue: `start_operating_model_session` says no environment variable is configured** |
| 175 | +Solution: Verify `DEFAULT_USER_ID` was set with `supabase secrets set DEFAULT_USER_ID=...` and redeploy the function if needed. |
| 176 | + |
| 177 | +**Issue: The skill can see the recipe connector but not `search_thoughts` or `capture_thought`** |
| 178 | +Solution: This recipe does not replace the core Open Brain server. Re-enable your base connector alongside this one. |
| 179 | + |
| 180 | +**Issue: Export generation fails with missing layers** |
| 181 | +Solution: At least one approved checkpoint must exist for each of the five layers. Resume the session and finish the missing layer summaries before exporting. |
| 182 | + |
| 183 | +**Issue: Querying by friction priority returns nothing** |
| 184 | +Solution: `friction_priority` reads from `details.priority`, so the saved friction entries need `low`, `medium`, or `high` in that field. |
| 185 | + |
| 186 | +## Next Steps |
| 187 | + |
| 188 | +- Feed `USER.md`, `SOUL.md`, and `HEARTBEAT.md` into any agent platform that uses operating files. |
| 189 | +- Re-run the workflow quarterly or after a major role change to create a new version. |
| 190 | +- Use the [MCP Tool Audit & Optimization Guide](../../docs/05-tool-audit.md) once you add this server so your capture/query/admin tool surface stays manageable. |
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