Why this matters
Writing a fund-ops runbook from scratch is slow. The author needs to know:- The exact warehouse layout (tables, columns, types) for the customer’s data platform
- Which
ntroSDK capabilities exist and how they compose - The customer’s chart of accounts, jurisdiction, and reporting obligations
- The shape of incoming documents (invoice formats, bank statement layouts, property reports)
ntro://integrations/{id}/schemaslets it read the warehouse layout directly.ntro://tenants/{slug}lets it read the tenant’s metadata and existing workflows.ntro_workflow_createlets it deploy a generated runbook to Ntropii Tenant and bind it to an entity.ntro workflow test(via the bash CLI) lets it run the runbook locally and iterate before deploying.
Two surfaces, both useful
MCP server
Structured tools, resources, and prompts. The agent calls
ntro_workflow_create(...) and gets a typed response. Best for actions that need a contract.CLI
The agent runs
ntro workflow test in a bash shell and reads the output. Best for actions where the agent wants to see exactly what a human would see — progress bars, scenario summaries, error traces.Supported in this version
| Agent | Doc page | Status |
|---|---|---|
| Claude Code | Claude Code setup | ✅ Documented |
| Microsoft Copilot Studio | Copilot Studio setup | ✅ Documented |
| Cursor | — | Mostly drop-in: same MCP server, different config file |
| Codex CLI | — | Mostly drop-in: same MCP server, different config file |
| Claude Desktop / claude.ai | MCP server → transports | Use Streamable HTTP transport |
~/.claude/mcp.json for Claude Code, a Power Platform action for Copilot Studio, etc.
Authoring loop
Once your coding agent has MCP + CLI access, the typical loop looks like this:Describe the workflow you want
“Generate a monthly NAV runbook for Acme SPV 1 — pull the trial balance from Snowflake, validate journal balance, and post the result back.” The agent reads
ntro://tenants/acme-fund and ntro://integrations/{id}/schemas to ground itself.The agent writes the runbook
Drafts
runbooks/nav-monthly-acme/templates/workflow.py using the patterns in runbook-templates. References real ntro SDK capabilities — data.get_data_plane, accounting.validation, accounting.proposal — by reading the existing templates as examples.You test locally
The agent runs
ntro workflow test ./runbooks/nav-monthly-acme --scenario happy and reads the output. If a scenario fails, it iterates on the runbook.