Name the thing
Give the project key, the job title or the person’s name. “Close ORB-142” is carried out; “close that ticket” starts a conversation about which one.
Orbiz MCP · 63 prompts
Every prompt on this page is a request an assistant connected through Orbiz MCP can carry out, because each one maps to actions Orbiz actually has. They are grouped by tool and marked as reading or changing something. Swap in your own project keys, names and dates and they work as written.
Before you copy
Give the project key, the job title or the person’s name. “Close ORB-142” is carried out; “close that ticket” starts a conversation about which one.
Dates, hours and amounts belong in the request: “3 hours yesterday on the Beta milestone”, “casual leave next Friday”. The assistant cannot guess them, and should not.
Ask what is there before asking to change it. “Show me the leave requests waiting on me” before “approve Bilal’s” means you see what you are approving.
For anything in bulk, try a single item and look at the result in Orbiz. Nothing an assistant creates can be deleted through it, so a wrong batch is tidied by hand.
9 read · 5 change actions · About HRMS
The workflow tasks assigned to you, open jobs and candidates: list and read them, complete a task step, add a candidate and move one between stages.
“What HR tasks are waiting on me?”
Reads onlyMy HR tasks
“Add the candidate from this email to the Backend Engineer job, source LinkedIn.”
Changes somethingList HRMS jobs · Add a candidate in HRMS
“List the candidates in the HR round for the Designer role.”
Reads onlyList HRMS candidates
“Which jobs are open right now?”
Reads onlyList HRMS jobs
“Move Ayesha Khan to the interview stage for the QA Engineer job.”
Changes somethingList HRMS candidates · Move an HRMS candidate
“Open my probation review task for Hamza and show me what it asks.”
Reads onlyMy HR tasks · Get an HR task
“Submit my probation evaluation for Hamza with a recommendation to confirm.”
Changes somethingGet an HR task · Complete an HR task step
“Add this referral to the Founding Engineer job and tell me how many candidates it has now.”
Changes somethingAdd a candidate in HRMS · List HRMS candidates
“List the candidates for the Programme Officer vacancy.”
Reads onlyList HRMS jobs · List HRMS candidates
“Which teaching vacancies are open, and how many candidates does each have?”
Reads onlyList HRMS jobs · List HRMS candidates
“What HR tasks do I have for the nurses joining this month?”
Reads onlyMy HR tasks
Not available to an assistant in HRMS: employee records and documents; interviews, assessments and offer letters; organisation, department and role settings.
7 read · 3 change actions · About AMS
Your day, your timesheet, your attendance for any range — hours worked and in the office, by project and by day — and your leave balance and requests, with requesting and cancelling leave. Approvers can also see and decide their team’s leave requests and read a team attendance summary.
“How much annual leave do I have left?”
Reads onlyMy leave balance
“Request casual leave for next Friday — family event.”
Changes somethingRequest leave
“Show me the leave requests waiting on my approval.”
Reads onlyTeam leave requests
“Approve Bilal’s leave request for the 14th.”
Changes somethingTeam leave requests · Approve or reject leave
“How long have I worked today?”
Reads onlyMy attendance today
“Show my timesheet for last week.”
Reads onlyMy timesheet
“How many hours did I work last month, and how many days was I in the office?”
Reads onlyMy attendance
“Cancel my leave request for next Monday.”
Changes somethingMy leave requests · Cancel a leave request
“Which leave requests from the ward team are waiting on me for next week?”
Reads onlyTeam leave requests
“Give me this week’s attendance summary for the store team.”
Reads onlyTeam attendance summary
“Show me the staff leave requests waiting on my approval before term starts.”
Reads onlyTeam leave requests
Not available to an assistant in AMS: clocking in or out, and the attendance timer; viewing or taking screenshots; attendance corrections and shift settings.
3 read · 3 change actions · About Filespace
Files and folders: browse a folder, search, get a file, create a folder, save a text file and share a file or folder.
“Find the signed contract for Northwind.”
Reads onlySearch Filespace
“Save this summary as meeting-notes.md in the Client A folder and share it with Sara.”
Changes somethingSave a text file to Filespace · Share a Filespace file or folder
“What is in the Brand assets folder for the Bluebird account?”
Reads onlyList a Filespace folder
“Create a folder called 2027 Audit inside the Hartley client folder.”
Changes somethingCreate a Filespace folder
“Give me the link to the latest onboarding policy.”
Reads onlySearch Filespace · Get a Filespace file
Not available to an assistant in Filespace: uploading anything other than a text file; deleting or moving files and folders.
7 read · 11 change actions · About Cadence
Projects, sprints, issues and comments: list and search them — a whole sprint with descriptions and comments in a few calls — create, update, move and close issues, report a bug, comment, open an issue’s attachments (screenshots as images, small logs as text), and create, start and complete sprints.
“Report a bug in ORB: exporting an empty month gives a 500 on staging, with the steps I just described.”
Changes somethingReport a bug in Cadence
“Turn these meeting notes into issues in the WEB project and put them in the next sprint.”
Changes somethingCreate several Cadence issues · List Cadence sprints
“Close ORB-142 with a comment saying it shipped in today’s release.”
Changes somethingClose a Cadence issue · Comment on a Cadence issue
“What is still open in the current WEB sprint, and who has it?”
Reads onlyList Cadence sprints · List Cadence issues
“Move ORB-88 to In Review.”
Changes somethingMove a Cadence issue
“Find the issue about the login redirect loop.”
Reads onlySearch Cadence issues
“Create a two-week sprint in the STORE project starting Monday, called Checkout fixes.”
Changes somethingCreate a Cadence sprint
“Change the title of ORB-201 to “Invoice export fails for empty months” and raise its priority.”
Changes somethingUpdate a Cadence issue
“Complete the current sprint in ORB and tell me what was left unfinished.”
Changes somethingComplete a Cadence sprint · List Cadence issues
“Create an issue in the LAUNCH project for each item on this launch checklist.”
Changes somethingCreate several Cadence issues
Not available to an assistant in Cadence: deleting issues, sprints or projects; board, workflow and custom-field configuration.
5 read · 2 change actions · About Huddl
Your huddls, channels and direct messages: list them, read recent messages, search, see what is unread, post a message as you in a channel or to a member, and set your status.
“What did I miss in Huddl since yesterday? Summarise the unread channels.”
Reads onlyWhat is unread · Read messages
“Post my standup in #engineering: yesterday the export fix, today the payroll review, no blockers.”
Changes somethingList channels and direct messages · Send a message
“Find where we agreed the launch date in Huddl last week.”
Reads onlySearch messages
“Message Sara in Huddl that the client call moved to 3pm.”
Changes somethingSend a message
“Set my Huddl status to “Heads down until 2pm” and clear it after that.”
Changes somethingSet my status
Not available to an assistant in Huddl: direct messages between other people; creating, renaming or archiving channels, and inviting members or guests; editing or deleting messages, reactions, pins and scheduled messages; broadcasts: an assistant cannot send @channel or @here.
2 read · 0 change actions · About Grabr
Read-only: list your recordings and get one, with its share link.
“Find my recording of the onboarding walkthrough and give me its share link.”
Reads onlyList Grabr recordings · Get a Grabr recording
“List the recordings I made this week.”
Reads onlyList Grabr recordings
Not available to an assistant in Grabr: recording, editing or deleting a recording; changing who a recording is shared with.
5 read · 7 change actions · About Trackline
Delivery projects, milestones and logged hours: list and read them, create and update projects and milestones, change their status, log time and total it.
“Log 3 hours on the Acme redesign for yesterday, against the Beta milestone.”
Changes somethingLog time in Trackline
“How many hours did I log this month, by project?”
Reads onlyTrackline hours summary
“Create a client project for Northwind starting Monday, with a Kanban board in Cadence.”
Changes somethingCreate a Trackline project
“Which milestones on the Northwind project are still open?”
Reads onlyList Trackline milestones
“Add a milestone called UAT sign-off to the Acme redesign, due on the 30th.”
Changes somethingCreate a Trackline milestone
“Log 2 hours on the Bluebird retainer for today’s client call.”
Changes somethingLog time in Trackline
“Put the Acme redesign project on hold.”
Changes somethingChange a Trackline project status
“How many hours did I log on the Hartley audit engagement this month?”
Reads onlyTrackline hours summary
“Mark the Design handover milestone as completed.”
Changes somethingChange a Trackline milestone status
Not available to an assistant in Trackline: insights and profitability reports; deleting projects, milestones or time entries.
2 read · 3 change actions · About Notely
Notes and checklists: list and read them, create, update and archive.
“Save this as a checklist note called “Release steps”.”
Changes somethingCreate a Notely note
“What did I write in my notes about the Q4 offsite?”
Reads onlyList Notely notes · Get a Notely note
“Add “book the venue” to my Offsite checklist.”
Changes somethingList Notely notes · Update a Notely note
“Archive my note called “Old onboarding steps”.”
Changes somethingList Notely notes · Archive a Notely note
“Save the action points from today’s board meeting as a note.”
Changes somethingCreate a Notely note
Not available to an assistant in Notely: deleting notes.
5 read · 2 change actions · About Ledgr
Your own pay summary, payslips and financial history — bonuses paid, claims, loans and your final settlement. Payroll managers can also read a member’s pay profile, propose a salary revision for review and change a salary.
“What was my net pay in August?”
Reads onlyMy pay
“Propose a salary revision for Ali to 180,000 from January, reason: promotion to lead.”
Changes somethingPropose a salary revision
“List my payslips for this year.”
Reads onlyMy payslips
“What has Ledgr paid me this year — salary, bonuses and claims — and what do I still owe on my loan?”
Reads onlyMy financial history
“Show Ali’s current pay profile.”
Reads onlyGet a pay profile
Not available to an assistant in Ledgr: payroll runs and salary sheets; submitting claims or requesting loans, and anyone else’s claims, loans or settlements; tax registers and certificates.
Vault has no assistant actions at all, by design. Credentials are encrypted in your browser, and no connected assistant can list, read or change them.
Connect first
Connecting takes a few minutes and no code. The connection address is inside your Orbiz organisation, in Settings.
We set up a working organisation for you, connect Claude or ChatGPT to it with you on a call, and you run the prompts on your own data.