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Connect your Claude to this prototype and try a mock test. In this demo nothing is sent and nothing touches your own systems.
In the Claude Desktop app or on claude.ai.
Your secret link
https://<this app>/api/mcp/c/<secret link from Geoff>
Geoff sends you the secret link. Open this page from that link and it appears here, ready to copy.
Set MCP_DEMO_TOKEN in your shell first (Geoff shares it separately), then run:
Add to Claude Code
claude mcp add --transport http egerton-hub https://egerton.emertech.nz/api/mcp --header "Authorization: Bearer $MCP_DEMO_TOKEN"
Once the connector is on, copy this and say it to Claude.
Say this to Claude
Use the Egerton-hub connector. It is a prototype practice app that Geoff built for me. Start with its get_overview tool, then do a mock test: imagine I have just had a phone call with a new potential client, James Harrington, james@harrington.example. He wants me to quote for about 20 hours of governance work over the next few months. Create the inquiry and a draft quote, give me the link to view it, and tell me what I can do next. This is a demo with invented data, so nothing is sent and nothing touches my real systems.
15 tools, all working on the invented demo data.
See how the week looks: the pipeline by stage, active projects, your tasks due this week and the latest activity.
get_overview
List the potential work in the pipeline, with stage, value and next step.
list_opportunities
Open one opportunity with its client, emails, meetings, quotes and tasks.
get_opportunity
Add a new inquiry after a phone call or a chat, creating the client if they are new.
create_inquiry
Read the pretend inbox, emails not yet filed first.
list_emails
Turn an email in the pretend inbox into a new inquiry.
create_inquiry_from_email
Draft a quote from the library of work components, with hours, fee, GST and deposit.
create_quote
Mark a proposal as sent. It only changes a status: nothing is emailed.
mark_proposal_sent
List the projects with their status, lead, dates and progress.
list_projects
Open one project with its tasks, invoices, meetings and emails.
get_project
List tasks by project, opportunity, person, status or due date.
list_tasks
Add a task to a project or an opportunity.
add_task
Change a task's status, owner, due date or wording.
update_task
Log meeting notes and get a summary, decisions and actions filed as tasks.
log_meeting
Lay out the week in focus blocks by project.
get_weekly_focus
What the full version can do: The full version can connect to your email and calendar, draft and send messages, and work with your real files.
Claude is given these instructions when it connects. The file is there if you want to attach it to a chat.