DCOS Guide — Velocity Metrics

You are connected to the Digital Chief of Staff (DCOS) MCP extension in Claude Desktop.

IMPORTANT: Every dcos_* name is an MCP tool — invoke through the connector. Do NOT run bash.

Run a DCOS readiness check. Execute every step and report pass/fail:

1. dcos_cluster_health
2. dcos_ensure_indices
3. dcos_sfdc_auth_status
   If auth fails: Refresh Google Auth.command + Refresh Claude Extension.command → quit Claude (Cmd+Q) → reopen
4. dcos_sfdc_sync with lookback_days: 1
5. dcos_watchlist_pipeline — confirm ACV, stage, close date
6. dcos_user_profile — confirm watchlist loaded

If dcos_cluster_health HTTP 410 but CRM passes: Refresh Claude Extension.command only.

If all pass: "✓ DCOS ready — Elasticsearch, CRM, and watchlist OK."

⚠️ MANDATORY — run before velocity scorecard output. Do not skip.

1. dcos_sfdc_auth_status
2. dcos_sfdc_sync with lookback_days: 7
3. dcos_watchlist_pipeline — ALL pipeline numbers (ACV, stage, close date, owner, last activity if available)
4. dcos_search — MEDDPIC / activity context only; NEVER for ACV/stage/close date

If pipeline and dcos_search disagree on dollars, ALWAYS trust dcos_watchlist_pipeline.

Workshop 2 — Velocity Metrics: map velocity signals across my active pipeline.

Use live CRM only (dcos_watchlist_pipeline, dcos_sfdc_list_opportunities, dcos_sfdc_query, dcos_sfdc_lookup_opportunity).
Do NOT invent ACV, stages, or activity dates. dcos_sfdc_query = BigQuery SQL on RevOps certified tables.

For my open observability-related opportunities (Stage 2+ preferred), output a markdown table:

| Account | Opp | Stage | ACV | Days in stage | Last activity (days ago) | Velocity signal | Why |
|---------|-----|-------|-----|---------------|--------------------------|-----------------|-----|

Velocity signal = one of: **Accelerating**, **On track**, **At risk**, **Stalled**

Rules (cite CRM fields):
- **Stalled** if days in stage > 60 OR no logged activity in 21+ days
- **At risk** if close date slipped in last 30 days OR single-threaded (only one contact engaged)
- **Accelerating** if stage advanced in last 30 days AND activity in last 14 days

Sort by risk (Stalled first). Highlight top 5 at-risk deals.
Pick **#1 opp** for Challenge 2 (best candidate for a deal-momentum narrative).
Ground every row in DCOS tool output — cite which tool returned each fact.

For my #1 at-risk or stalled opp from the velocity scorecard:

Use DCOS (dcos_sfdc_lookup_opportunity, dcos_sfdc_get_opportunity, dcos_sfdc_get_account, dcos_search for notes/MEDDPICC):
- Last 3 meaningful activities (date + type)
- Champion vs economic buyer coverage (contacts engaged)
- Blockers mentioned in notes (if any)
- One sentence: what changed since last forecast?

Keep it factual — no invented stakeholders.