EDI + CONVERSATIONAL WORKFLOWS

Explain the need.
Govern the change.

An engineering concept: use a private MCP skill to connect business requirements with controlled setup, operational records and downstream assistance.

THE ENGINEERING PROBLEM

A simple request.
Many connected decisions.

Setting up electronic data interchange (EDI) can involve transport, authentication, schedules, routing, retention and recovery. Queue-time variables capture those requirements, but getting them right often depends on specialist knowledge.

A business colleague may know what a partner needs without knowing every pipeline parameter. The opportunity is to help them clarify the requirement and prepare a controlled change, using the reusable code and operational discipline already in place.

Proposed approach. The conversational skill and downstream integrations described here are not presented as commissioned capabilities.

A CONVERSATIONAL INTERFACE

Ask about the outcome.
Explain the choices.

“Receive the partner’s order files every fifteen minutes and deliver them to our processing system.”

An in-house skill, using versioned workflow guidance and scoped tools through a private MCP service, could turn that request into a partner question list and structured job specification. It should explain consequential choices and leave unanswered requirements visible.

What the assistant would clarify

  • Business owner, partner contact and expected exchange.
  • Transport, endpoint and independently verified server identity.
  • Approved credential reference and access requirements.
  • Folders, file patterns, schedule and time zone.
  • Delivery evidence, retries and duplicate handling.
  • Retention, source deletion and recovery.

Secrets stay in approved credential custody. Missing information is a question to resolve, rather than a value to guess.

SETUP AND CHANGE

Keep one governed route
into the system.

  1. 01

    Draft and validate

    Translate the conversation into structured inputs. Trusted services check required fields, permitted combinations, destinations and existing job identities.

  2. 02

    Review and record

    Present a readable summary and exact configuration for authorised review. Record the proposed job, credential reference and change centrally; version the non-secret configuration and link the approval.

  3. 03

    Execute and reconcile

    Submit the approved revision to the reusable pipeline through the DevOps API. Recheck authority, prevent duplicate submissions and link the run and deployed state back to the change record. Failed record updates or partial deployment need explicit recovery.

The skill helps navigate the process; service-side policy and pipeline checks enforce it. A web form could use the same contract. Routine work may need fewer specialist handoffs, while IT retains ownership of approved patterns and exceptions.

THE CMDB CONNECTION

A shared record.
A controlled interface.

A configuration management database (CMDB) records jobs, systems, owners, credential references and their relationships. An MCP service provides a standard interface through which agents can access approved context and operations. They are complementary: the CMDB holds managed state; a scoped MCP integration can expose that state and permitted changes. The database is not itself the protocol, and secret values belong in the vault.

AFTER THE CONNECTION IS CREATED

The same context can
support the next task.

01 / OPERATIONS

Monitoring and investigation

Relate delivery signals to the job, owner and recent changes. An agent could prepare an incident summary and suggest the next check. A successful download still needs to be distinguished from business acceptance.

02 / COMMERCIAL

CRM and sales follow-up

Connect approved onboarding milestones and outstanding partner questions to the relevant CRM account. Help colleagues prepare follow-up with a clear source for each update.

03 / IMPROVEMENT

Learning across the lifecycle

Use attributed incident and change records to identify recurring problems and propose improvements. Downstream automation needs its own permissions, data boundaries and acceptance checks.

DOCUMENTED FOUNDATIONS

Reuse the automation interface.

The Azure DevOps Run Pipeline API already accepts parameters and variables. Its preview option expands YAML without executing a run; it does not test delivery. The skill would make an existing API easier to use through a governed service.

Keep access and custody explicit.

1Password secret references support runtime resolution of vault-held values. MCP security guidance informs the interface; application-specific controls still need implementation. See our governance approach.

LET’S FIND YOUR FIRST WORKFLOW

Start with a real
engineering problem.

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