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Searches the public product guides only. Nothing from a workspace is read, and questions are not saved.

How-to guide

Set up a workspace with your agent

Hand workspace setup to Claude Code or another MCP agent: what it does, in what order, and what stays with you.

For Workspace administrators and the agents they run

Have your agent do thisPaste the prompt into Claude Code, Cursor or another agent. It follows this guide over MCP and asks before it changes anything others will see.Show the prompt
Help me with "Set up a workspace with your agent" in my Shuffl workspace.

1. Read the guide: https://shuffl.ai/docs/markdown/agent-setup
2. Add Shuffl's MCP server: https://shuffl.ai/api/mcp
   Claude Code: claude mcp add --transport http shuffl https://shuffl.ai/api/mcp
   When the browser opens, choose my workspace and allow the access the guide needs.
3. Work through the steps in order: What you do; Work through setup. Do what you can over MCP and tell me which steps only I can do in the browser or in Slack.

Show me what you will change and who it affects, and wait for my yes before publishing, inviting or sending anything.
On this page

App links open your signed-in workspace. Check the selected workspace before making changes.

What you do

  1. Create your account and name your company. Shuffl creates its first workspace with it.
  2. In Workspace setup, under the steps, choose Show prompt, then Copy prompt, and paste it into your agent.
  3. When your browser opens, pick the workspace, choose Choose what setup needs, and allow access.
  4. Answer your agent when it asks: approve Slack, and say yes before it publishes knowledge or invites anyone.

Connect the agent

The agent connects to Shuffl’s MCP server and signs in with OAuth in your browser, so it needs no API key. It works as you, with your role, in the one workspace you choose.

The connection lasts 30 days unless you disconnect it in Settings → Connected apps.

Shell
claude mcp add --transport http shuffl https://shuffl.ai/api/mcp

Work through setup

  1. slack: you can’t install Slack. Send the person to Workspace setup → Connect Slack and wait. A Slack admin may need to approve it.
  2. knowledge: ask for the handbook or policy as a file or web page. For a page, call knowledge_sources_importWebsite.
  3. For a file, call knowledge_uploads_create, knowledge_uploads_appendPart with base64 parts and knowledge_uploads_complete. Poll knowledge_uploads_get until it is read.
  4. Each section becomes a private draft. Show the person the titles and audience, then call knowledge_sources_publish only after they say yes.
  5. preview: call assistant_send with a question the published source answers, and check the answer cites it. The step counts your own cited answer.
  6. employees: ask for one coworker’s email and, after a yes, call invitations_create. They accept by email, then the person turns on their access in People.
  7. Optional programs, each after a yes: pulse_saveProgram, programs_create for coffee chats (with channels_list and programs_options), playbooks_saveProgram, and celebrations_save after celebrations_preview.
  8. If another Slack app runs intros, shoutouts or celebrations, teams_slackChannels lists those channels with a guess for each. Show the list.
  9. Then call teams_moveSlackChannels with the person’s choices. Programs it creates start paused.

Instructions for the agent.

Rules for the agent

  • Call teams_setup first and after each step. Its steps list is the checklist.
  • Steps with required true count toward progress. The rest are optional programs.
  • Access and HR steps appear only when something needs fixing. Relay what they say.
  • Never publish, invite, send or turn on a program without the person’s yes in this conversation.

Actions setup uses

Choose what setup needs on the consent screen selects these actions. Each tool is the permission with dots replaced by underscores, such as knowledge_sources_publish.

Granting HR responders, deleting the workspace and transferring ownership stay in the app.

  • assistant.send

    Write · Ask Mello a question in a conversation

    Exact grant · role scope assistant:write

  • celebrations.preview

    Read · Preview a celebration message

    Exact grant · role scope celebrations:read

  • celebrations.program

    Read · Read the Celebrations settings

    Exact grant · role scope celebrations:read

  • celebrations.save

    Write · Save celebration settings; enabling them schedules messages

    Exact grant · role scope celebrations:write

  • channels.list

    Read · List available Slack channels

    Exact grant · role scope programs:read

  • invitations.list

    Read · List pending workspace invitations

    Exact grant · role scope access:read

  • invitations.create

    Write · Invite this person with the selected team role

    Exact grant · role scope access:write

  • knowledge.sources.get

    Read · Read a Knowledge source

    Exact grant · role scope knowledge:manage

  • knowledge.sources.list

    Read · List Knowledge sources

    Exact grant · role scope knowledge:manage

  • knowledge.sources.importWebsite

    Write · Import a website page into Knowledge for review

    Exact grant · role scope knowledge:write

  • knowledge.sources.publish

    Write · Publish this knowledge version to its audience

    Exact grant · role scope knowledge:write

  • knowledge.sources.write

    Write · Write a Knowledge page with Mello from its title and a request; nothing is saved

    Exact grant · role scope knowledge:write

  • knowledge.uploads.get

    Read · Read the progress of a Knowledge file upload

    Exact grant · role scope knowledge:write

  • knowledge.uploads.appendPart

    Write · Upload the next part of a Knowledge file

    Exact grant · role scope knowledge:write

  • knowledge.uploads.complete

    Write · Finish a Knowledge file upload and start reading it

    Exact grant · role scope knowledge:write

  • knowledge.uploads.create

    Write · Start uploading a file to Knowledge

    Exact grant · role scope knowledge:write

  • playbooks.program

    Read · Read the Onboarding program settings

    Exact grant · role scope playbooks:read

  • playbooks.saveProgram

    Write · Save a playbook: its day 0, steps and messages

    Exact grant · role scope playbooks:write

  • programs.options

    Read · List program setting choices

    Exact grant · role scope programs:read

  • programs.create

    Write · Create a program

    Exact grant · role scope programs:write

  • pulse.program

    Read · Read the Pulse settings

    Exact grant · role scope pulse:read

  • pulse.saveProgram

    Write · Save Pulse settings; enabling Pulse schedules questions to everyone

    Exact grant · role scope pulse:write

  • teams.setup

    Read · Read the workspace's setup checklist

    Exact grant · role scope team:read

  • teams.slackChannels

    Read · List community channels in the connected Slack and what each would become

    Exact grant · role scope integrations:read

  • teams.moveSlackChannels

    Write · Set up each channel in Shuffl: paused intros, praise and celebrations

    Exact grant · role scope integrations:write

  • teams.saveAgentSetup

    Write · Choose the built-in assistant or an external agent for the workspace

    Exact grant · role scope team:write

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