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FDE AI Workbench Plugin for Claude Code - Complete PS consulting toolkit

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FDE AI Workbench Plugin

Complete PagerDuty Professional Services consulting toolkit for Claude Code with proposal generation, script creation, customer analysis, and automated workflows.

Features

  • 4 Slash Commands: Script generation, IW action creation, customer analysis, health check remediation
  • 5 Specialized Agents: Python, JavaScript, Terraform, Cloud Architecture, Documentation experts
  • 65 Composable Skills: Automatic workflows with intelligent orchestration
  • Dual Schema Registries: Snowflake (29 tables) + PagerDuty API (50+ endpoints)
  • Essential Templates: Proposals, Python scripts, Lambda functions, Terraform configs
  • 4 MCP Integrations: PagerDuty API, Snowflake, Atlassian (Jira/Confluence), Chrome DevTools

Installation

Quick Install

# Install from GitHub
claude plugin install github:PagerDuty/fde-ai-workbench-plugin

Version-Specific Install

# Install specific version
claude plugin install github:PagerDuty/fde-ai-workbench-plugin@v1.0.0

Local Development Install

# Clone and install locally
git clone https://github.com/PagerDuty/fde-ai-workbench-plugin.git
cd fde-ai-workbench-plugin
claude plugin install .

Setup

Step 1: Configure PagerDuty API (Required)

# Navigate to plugin directory
cd ~/.claude/plugins/fde-ai-wb

# Copy environment template
cp .env.example .env

# Edit and add your PagerDuty API token
nano .env

Set in .env:

PAGERDUTY_API_TOKEN=your_api_token_here

Step 2: Configure Atlassian (Optional - Browser Auth)

For Jira and Confluence integration:

# Add Atlassian MCP with browser authentication
claude mcp add --transport sse atlassian -s user https://mcp.atlassian.com/v1/sse

# Follow browser prompts to authenticate with your Atlassian account

Step 3: Configure Snowflake (Optional)

If using Snowflake data queries:

# Edit Snowflake config file
nano ~/.config/snowflake/config.ini

Add your Snowflake credentials:

[default]
account = your_account
user = your_username
password = your_password
warehouse = your_warehouse
database = your_database
schema = your_schema

Step 4: Verify Installation

# List installed plugins
claude plugin list

# Test MCP connections
claude mcp list
claude mcp test pagerduty-api
claude mcp test atlassian

# View available commands
claude
> /help

Available Commands

All commands are namespaced with /fde-ai-wb: prefix.

1. /fde-ai-wb:create-script

Generate Python scripts for PagerDuty automation with python-pro agent expertise.

Usage:

/fde-ai-wb:create-script Create a user export script for Tesla Inc, hosted on AWS Lambda

Features:

  • Standard Python template compliance
  • Error handling and retry logic
  • Configuration management
  • Multiple hosting options (script, Lambda, Azure, Docker)
  • Automatic documentation generation

Generated Output:

  • Main Python script
  • Configuration template (config.ini.example)
  • Dependencies file (requirements.txt)
  • README.md with usage instructions
  • Hosting-specific files (if applicable)

2. /fde-ai-wb:create-iw-action

Generate PagerDuty Incident Workflow Actions with automated testing.

Usage:

/fde-ai-wb:create-iw-action Create Slack action to send incident summaries

Features:

  • JavaScript best practices with javascript-pro agent
  • Automated unit testing with Docker
  • Intelligent auto-fix for test failures
  • Integration generation (if applicable)
  • Lint validation

Generated Output:

  • Action JavaScript file
  • Test suite
  • Integration files (if applicable)
  • Test results with auto-fix report

3. /fde-ai-wb:analyze-customer

Analyze customer requests with multi-source research.

Usage:

/fde-ai-wb:analyze-customer Analyze Tesla request for ServiceNow integration

Features:

  • PagerDuty API feasibility check
  • Documentation search
  • Scripts library search
  • Solution Gallery lookup
  • Health check recommendations
  • Optional proposal generation

Research Sources:

  • PagerDuty OpenAPI schema
  • Performance guides
  • Existing scripts
  • Solution Gallery (SRAs)
  • Health Check catalog

4. /fde-ai-wb:remediate

Health check audit and remediation workflow.

Usage:

/fde-ai-wb:remediate

Features:

  • 3-step workflow (audit → plan → execute)
  • Dry-run support
  • CSV bulk replacement mode
  • Automated validation
  • Core PagerDuty library integration

Supported Health Checks:

  • HC-002: Schedules With Inactive Users
  • HC-003: Escalation Policies With Inactive Users

Automatic Workflows (via Skills)

These workflows trigger automatically based on natural language:

Proposal Generation

Trigger Keywords:

  • "create proposal for [customer]"
  • "generate proposal for [customer]"
  • "I need a proposal for [customer]"

Example:

> Create a proposal for Tesla Inc about ServiceNow Integration, 40 hours, gold subscription
✅ Proposal generated automatically
✅ Multi-level Mermaid diagrams included
✅ Template validation with auto-fixes applied
✅ Saved to: ./Outputs/proposals/[PROPOSAL] Tesla Inc...

Snowflake Query Execution

Trigger Keywords:

  • "retrieve/get/fetch [data] from Snowflake"
  • "I need [data] from account ID [number]"

Example:

> Get users from Snowflake for account 12345
✅ Searches existing queries
✅ Presents options to user
✅ Executes selected query
✅ Exports to CSV: ./Outputs/reports/AccountID_12345/users_2025-01-14.csv

Report Generation

Trigger Keywords:

  • "create/generate report for [data]"
  • "export [data] to CSV"

Example:

> Export incidents to CSV for account 12345
✅ Validates API + Snowflake feasibility
✅ Presents both options with trade-offs
✅ User selects method
✅ Generates report
✅ Exports to: ./Outputs/reports/AccountID_12345/incidents_2025-01-14.csv

Schema Registries

Snowflake Schema Registry

registry/snowflake_schema_metadata.json provides:

  • 29 table schemas with 200+ fields
  • 10 common JOIN patterns
  • Field usage statistics
  • Query templates
  • Anti-patterns documentation

Used for:

  • Query validation before execution
  • Auto-applying security filters (account_id, region, deleted_at)
  • Suggesting proven JOIN patterns
  • Warning about rarely-used fields

PagerDuty API Schema

registry/pagerduty_openapiv3.json provides:

  • Complete OpenAPI v3 specification
  • 50+ endpoints documented
  • Request/response schemas
  • Parameter validation
  • Rate limit documentation

Used for:

  • API feasibility validation
  • Field availability checking
  • Filter support verification
  • Operation limit identification
  • Report method selection (API vs Snowflake)

MCP Servers

1. PagerDuty API

Purpose: Direct PagerDuty REST API integration

Setup: Set PAGERDUTY_API_TOKEN in .env

Capabilities:

  • Real-time incident, service, user management
  • Webhook and integration management
  • Schedule and escalation policy operations

2. Snowflake

Purpose: Data analytics and historical reporting

Setup: Configure ~/.config/snowflake/config.ini

Capabilities:

  • Historical data analysis
  • Complex aggregations and analytics
  • Multi-table joins
  • No record limits

3. Atlassian (Jira + Confluence)

Purpose: Ticket tracking and documentation publishing

Setup: Browser authentication (one-time)

claude mcp add --transport sse atlassian -s user https://mcp.atlassian.com/v1/sse

Capabilities:

  • Create and update Jira tickets
  • Publish to Confluence spaces
  • Search documentation
  • Track customer engagements

4. Chrome DevTools

Purpose: Browser automation and E2E testing

Setup: No configuration needed

Capabilities:

  • Automated browser testing
  • Screenshot capture
  • Network monitoring
  • Integration debugging

Usage Examples

Example 1: Complete Customer Engagement

# Start Claude in any project directory
cd ~/projects/tesla-engagement
claude

# Generate proposal
> Create a proposal for Tesla Inc about ServiceNow Integration, 40 hours
✅ Proposal: ./Outputs/proposals/[PROPOSAL] Tesla Inc...

# Create automation script
> /fde-ai-wb:create-script User export for Tesla, Lambda hosting
✅ Script: ./Outputs/scripts/Tesla_Inc/user_export/

# Analyze additional request
> /fde-ai-wb:analyze-customer Tesla wants incident reporting dashboard
✅ Analysis: API feasibility + recommendations + complexity

Example 2: Data Reporting Workflow

# Export user data
> Get users from Snowflake for account 500655

# Plugin automatically:
# 1. Searches Queries_library/ for existing queries
# 2. Presents 3 matching queries with recommendations
# 3. Waits for user selection
# 4. Executes chosen query
# 5. Exports to CSV

✅ Output: ./Outputs/reports/AccountID_500655/users_2025-01-14.csv

Example 3: Health Check Remediation

> /fde-ai-wb:remediate

# Interactive workflow guides through:
# 1. Select health check (HC-002, HC-003)
# 2. Run audit
# 3. Review plan
# 4. Choose dry-run or live execution
# 5. Apply fixes

✅ Schedules fixed
✅ Escalation policies corrected
✅ Audit trail saved

Troubleshooting

Plugin Not Found

# Verify installation
claude plugin list

# Reinstall if needed
claude plugin install github:PagerDuty/fde-ai-workbench-plugin

MCP Connection Issues

# Test individual MCPs
claude mcp test pagerduty-api
claude mcp test atlassian

# Re-authenticate Atlassian
claude mcp remove atlassian
claude mcp add --transport sse atlassian -s user https://mcp.atlassian.com/v1/sse

Command Not Working

# Verify command name includes namespace
/fde-ai-wb:create-script  # ✅ Correct
/create-script            # ❌ Wrong (missing namespace)

# List available commands
claude
> /help

PagerDuty API Errors

# Verify token is set
cat ~/.claude/plugins/fde-ai-wb/.env

# Test API access
curl -H "Authorization: Token token=$PAGERDUTY_API_TOKEN" \
     https://api.pagerduty.com/users?limit=1

Update Plugin

# Update to latest version
claude plugin update fde-ai-wb

# Check current version
claude plugin list

Benefits

  • ✅ Works from any directory - No need to clone workbench repo
  • ✅ Install once, use everywhere - Consistent across all customer projects
  • ✅ Automatic updates - Simple claude plugin update command
  • ✅ Clean project structure - No large .claude/ folders in projects
  • ✅ Team consistency - Everyone uses same version with same capabilities
  • ✅ Intelligent validation - Dual schema registries prevent errors
  • ✅ 4 MCP integrations - PagerDuty, Snowflake, Atlassian, Chrome DevTools
  • ✅ 65 composable skills - Automatic workflows and progressive enhancement

Architecture

This plugin uses the Composable Skills System following Anthropic's best practices:

  • Small, focused skills (50-150 lines each)
  • Orchestrated workflows (3-12 skills per workflow)
  • Parallel execution where possible (40-70% speed improvement)
  • Intelligent caching (24% faster on repeated operations)
  • Continuous learning (execution logs, pattern recognition)

Support

License

MIT License - See LICENSE file for details

Version

Current version: 1.0.0

For complete version history, see CHANGELOG.md

About

FDE AI Workbench Plugin for Claude Code - Complete PS consulting toolkit

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