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custom/setup/templates/bc-mcp.agent.md
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custom/setup/templates/bc-mcp.agent.md
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---
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kind: action-skill
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id: curabis-bc-mcp
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version: 1
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title: CURABIS Business Central MCP usage
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description: How to use the CURABIS Business Central MCP server to read project-management work from BC and write GitHub dev status back. Company-default workflow for syncing Claude Code / GitHub work with BC tasks.
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inputs: [project-no, task-no, branch, dev-status, comment]
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outputs: [task-list, updated-task, posted-comment]
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bc-version: [all]
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technologies: [al, mcp]
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countries: [w1]
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application-area: [all]
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domain: integration
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keywords: [mcp, business-central, project, subtask, github, branch, dev-status, comment, triage, sync]
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---
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# CURABIS Business Central MCP usage
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CURABIS runs its development work out of the **Project Management 365 App** in Business
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Central. This MCP server lets an agent read the active projects and sub-tasks assigned in
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BC, and write the GitHub side (repo, branch, dev status, status comments) back onto them -
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so BC always reflects what is actually happening in the code.
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This is the **company-default** way to connect dev work to BC. It is invoked on demand:
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when the user references a BC task/project, asks "what am I working on", or wants to record
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branch / status / a note back to BC.
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## Connection
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- Server: `businesscentral` - a local stdio bridge (`Scripts/bc-mcp-bridge.js`) that talks
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to the BC MCP endpoint `https://mcp.businesscentral.dynamics.com`.
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- Auth is **service-to-service**: every call runs as the app identity `BC_DevelopmentMCP`,
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**not** as the individual developer. The BC audit trail shows the app, not the person -
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so attribute work to a developer yourself (see "Developer identity" below).
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- If the server is not connected, say so and stop. Do not invent task data.
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## Tools (BC MCP, Dynamic Tool Mode OFF)
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Tool names follow `List<entity>_PAG<id>` (read), `ListUpdate<entity>_PAG<id>` (modify),
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`Create<entity>_PAG<id>` (create). Confirm exact names from the server's tool list.
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| Entity (page) | Read | Write you MAY do | Never |
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| --- | --- | --- | --- |
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| projects (6102901) | active projects, `Status = Started` | **read-only for the agent** | any field — humans manage projects |
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| projectRepositories (6102904) | project + gitHubRepository | `gitHubRepository` | all other fields |
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| activeTasks (6102900) | active sub-tasks, `Accepted` / `In progress` | `gitHubDevStatus`, `gitHubBranch` | other fields, create, delete |
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| newTasks (6102905) | pending sub-tasks, `Created` (awaiting customer approval) | create new task | `status` — always Created on insert, never change it |
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| taskComments (6102902) | comment lines for a task | create a comment, edit `comment`/`date`/`lineType` | delete |
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| users (6102903) | project-mgmt users: `userId` (login email), `name`, `employeeCode` | **read-only** | any write |
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`gitHubDevStatus` uses enum **CUR GitHub Dev Status**: `Backlog`, `In Progress`, `Done`,
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`On Hold` (developer/Claude-managed, independent of the BC sub-task `status`).
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Sub-task `status` values (BC-managed, never written by agent): `Created → Accepted → In progress → Finished → Invoiced`.
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Moving to `Accepted` requires `Starting date`, `Estimated time` and `Expected Delivery date` — only a BC user can do this.
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## Standard workflow
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1. **Find the work.** Read `activeTasks` (filter by `projectNo` or `gitHubRepository`). Use
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`gitHubRepository` on the project to confirm you are in the right repo.
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2. **Claim it.** When you start, set `gitHubBranch` to the working branch and
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`gitHubDevStatus = In Progress` on the task (`ListUpdate activeTasks`).
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3. **Record progress.** Post a status note with `Create taskComments`
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(`projectNo` + `subTaskNo` scope it to one task). Keep notes short and factual.
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4. **Finish.** Set `gitHubDevStatus = Done` automatically when branch is merged to main.
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Set `On Hold` if the branch is parked.
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## Create task workflow (PAG6102905)
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Use `Create_NewTask_PAG6102905` when a developer wants to register a new task from VS Code.
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Follow ALL steps — do not skip any:
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1. **Duplicate check.** Search `activeTasks` and `newTasks` for similar descriptions on the same
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project. If a match is found, show it and ask the developer to confirm it is truly a new task.
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2. **Ask clarifying questions.** Before estimating, ask: What is the expected outcome? What is
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the scope? Are there dependencies or unknowns? Summarise the answers as line-level comments.
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3. **Propose an estimate.** Based on the summary, suggest estimated hours with reasoning.
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The developer has the final say — their number wins, no argument.
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4. **Link to repo.** Set `gitHubRepository` from `git remote get-url origin`. Verify it matches
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the project's `gitHubRepository` via `projectRepositories`.
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5. **Set responsible.** Resolve the developer's `employeeCode` from `users` via `git config user.email`.
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6. **Create.** POST to `newTasks` with: `projectNo`, `description`, `taskType`, `taskResponsible`,
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`estimatedTime`, `startingDate`, `expectedDelivery`, `customerPriority`.
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Status is always `Created` — the page enforces this.
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7. **Inform.** Tell the developer the task is created and awaiting customer approval in BC
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before work can begin.
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The `gitHubRepository` on a project is set via `projectRepositories` (PAG6102904) — the agent
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may write it. Never write it on the projects page (PAG6102901).
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## Developer identity (under S2S)
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Because the MCP runs as `BC_DevelopmentMCP`, BC cannot see which developer is working.
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Resolve it client-side and map to a BC user:
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1. Read the developer's email locally - `git config user.email` (matches their MS Passport /
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BC login email).
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2. Look it up via the `users` tool: match `userId` (login email) -> `employeeCode` + `name`.
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3. Use that to scope "my tasks" (filter `activeTasks` by `taskResponsible` = the employee)
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and to sign status comments (e.g. end with "- <name>") so attribution survives the shared
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app identity.
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If no matching user is found, say so - do not guess whose tasks these are.
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## Safety rules
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CURABIS-BCMCP-001 Write only `gitHubBranch` / `gitHubDevStatus` on active tasks, and task comments.
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Never write BC sub-task `status` — it controls time registration and invoicing. Never modify
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any other field, never create/delete projects, never delete tasks or comments.
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CURABIS-BCMCP-006 Never start a task that is not `Accepted`. Before setting `gitHubDevStatus =
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In Progress`, verify the task appears in `activeTasks` (Status = Accepted or In progress).
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A task in `newTasks` (Status = Created) has not been approved — do not begin work on it.
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CURABIS-BCMCP-007 Follow the full create-task workflow (duplicate check → clarify → estimate →
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create). Never create a task without completing all steps. The developer's estimate always wins.
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CURABIS-BCMCP-002 Confirm scope before writing. A write needs an explicit `projectNo` +
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`taskNo` (and `subTaskNo` for comments). Never bulk-update.
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CURABIS-BCMCP-003 Match the repo. Before writing dev status/branch, verify the task's
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`gitHubRepository` matches the repo you are working in. If it does not, stop and ask.
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CURABIS-BCMCP-004 Read is safe, write is deliberate. Reading tasks/projects/comments is
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fine unprompted; any write-back must be something the user asked for or clearly intends.
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CURABIS-BCMCP-005 Don't guess data. If the server is unavailable or a task isn't found,
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report it - never fabricate task numbers, branches, or statuses.
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