Dome Systems

Roll Up Project Status

Build a read-only project status report from planning and engineering systems.

User
Caller
  • chat
App
Agent
  • roll-up-project-status-analyst
Governance
Gateway
  • roll-up-project-status-readonly
Pool

roll-up-project-status-pool

  • roll-up-project-status-model
Tools

asana

    Tools

    linear

      Tools

      github

        Tools

        gitlab

          Tools

          slack

            What this template gives you

            • Interface

              A chat window, in your browser

              Use the included interface to send a request to this template.

            • Gateway

              roll-up-project-status-readonly gateway

              This template sends its requests through roll-up-project-status-readonly gateway, where its access rules and limits apply.

            • Model

              roll-up-project-status-model

              This template uses roll-up-project-status-model through the roll-up-project-status-pool pool.

            Usage

            Hand this template to an AI agent to set up this template

            Node.js and npm to run npx.

            Dome CLI, installed with brew install dome-systems/tap/dome, then signed in with dome auth login.

            Docker Compose to run the companion app locally.

            1. 1

              Create a workspace

              dome workspaces create --name <workspace-name>

              The CLI creates and selects a workspace context for you.

            2. 2

              Confirm the workspace context

              dome context list

              The workspace you just created is already selected.

            3. 3

              Pull the template

              npx @domesystems/templates pull dome-systems/roll-up-project-status@0.1.1 --dir roll-up-project-status

              Downloads this immutable release and verifies its digest.

            4. 4

              Run the template

              npx @domesystems/templates up --dir roll-up-project-status

              Imports it into Dome and starts the companion app.

            Dome import variables

            npx @domesystems/templates up imports the template into Dome and prompts for required values. For unattended runs, set them as DOME_IMPORT_VAR_… environment variables.

            Required values

            • DOME_IMPORT_VAR_asana_oauth_client_id
            • DOME_IMPORT_VAR_asana_oauth_client_secret
            • DOME_IMPORT_VAR_anthropic_api_key
            • DOME_IMPORT_VAR_github_oauth_client_id
            • DOME_IMPORT_VAR_github_oauth_client_secret
            • DOME_IMPORT_VAR_slack_oauth_client_id
            • DOME_IMPORT_VAR_slack_oauth_client_secret

            Setup guide

            Follow this template's setup guidance for agent variables and upstream connections.

            # Set up Roll Up Project Status
            
            This is a read-only composite, but it needs a model credential and every listed data source configured before it can run. Set up isolated test accounts or workspaces first, grant only the smallest read scope that exposes the test data, and store every credential only in Dome's secret inputs. Never put a key or secret in this repository, an agent prompt, or a chat message.
            
            ## Create the model credential
            
            - Create an API key in the [Anthropic Console](https://console.anthropic.com/settings/keys).
            - Enter the raw key as `anthropic_api_key` during import. Do not prepend `Bearer `.
            - The template uses that key only for its managed `claude-sonnet-5` model connection.
            
            ## Create the provider credentials
            
            - `asana_oauth_client_id`: Client ID for a pre-registered Asana MCP app.
            - `asana_oauth_client_secret`: Client secret for a pre-registered Asana MCP app.
            - `github_oauth_client_id`: The Client ID of a GitHub OAuth app registered with Dome's callback URL.
            - `github_oauth_client_secret`: The client secret for the GitHub OAuth app.
            - `slack_oauth_client_id`: A Slack app client ID.
            - `slack_oauth_client_secret`: The Slack app client secret.
            
            For a provider that asks you to register a manual OAuth app, use this callback URL exactly:
            
            `https://api.domesystems.ai/oauth/callback`
            
            ## Set up each connected provider
            
            ### Asana
            
            Asana's V2 MCP server requires a pre-registered **MCP app**; it does not
            support Dynamic Client Registration.
            
            - In the [Asana developer console](https://app.asana.com/0/developer-console),
              create an **MCP app**.
            - In **OAuth**, register the exact redirect URI
              `https://api.domesystems.ai/oauth/callback`.
            - In **Manage distribution**, allow the Asana workspace that will be used for
              this agent.
            - `asana_oauth_client_id`: enter the MCP app's Client ID.
            - `asana_oauth_client_secret`: enter the MCP app's Client secret.
            
            After saving, sign in through OAuth with a test user that can see only the
            projects and tasks this agent should read. Asana MCP apps use the permissions of
            the authorizing user; do not request a separate OAuth scope.
            
            ### Linear
            
            This provider uses Dynamic Client Registration (DCR). Do **not** create or paste an OAuth client ID or client secret: after import, Dome registers the client and opens the provider's consent page.
            
            Linear's read-only endpoint supports OAuth 2.1 with Dynamic Client
            Registration. This composite uses `https://mcp.linear.app/mcp/readonly`, so it
            does not require a manually created Linear application or API key.
            
            - After import, complete shared OAuth as a dedicated test member, select the
              intended workspace, and verify a known test issue is visible while an
              unshared team's issue is unavailable.
            
            The upstream endpoint and the requested `read` scope are read-only. A separate
            API-key or existing-OAuth-token configuration is available for a non-interactive
            integration; do not add a personal full-access key to this composite.
            
            ### GitHub
            
            GitHub's hosted MCP server supports OAuth, but does not expose Dynamic Client
            Registration. Before import, create a GitHub OAuth app in the
            [GitHub developer settings](https://github.com/settings/developers): select
            **OAuth Apps**, then **New OAuth App**. Use a recognizable name, your
            organization's homepage URL, and this callback URL:
            
            ```text
            https://api.domesystems.ai/oauth/callback
            ```
            
            After creating the app, copy its client ID and generate its client secret.
            GitHub's [OAuth-app creation guide](https://docs.github.com/en/apps/oauth-apps/building-oauth-apps/creating-an-oauth-app)
            has the current field-by-field instructions.
            
            - `github_oauth_client_id` and `github_oauth_client_secret`: enter the GitHub
              OAuth app credentials. Configure the app's callback URL as
              `https://api.domesystems.ai/oauth/callback`.
            - After import, start the shared GitHub OAuth connection and approve it as a
              dedicated test user. The template requests `public_repo` and `read:org`, and
              connects to GitHub's read-only MCP endpoint. This permits public-repository
              investigation while preventing the MCP server from exposing write tools.
            - Before relying on the connection, verify the consent scopes and organization
              OAuth-app policy, then test one allowed public repository. GitHub OAuth does
              not have a read-only private-repository scope: do not grant `repo` merely to
              make this composite work. Keep repository administration, workflow, package,
              and organization-write access out of the authorization.
            
            For a headless connection, use the separate fine-grained-PAT configuration and
            limit it to the intended repositories with read-only permissions.
            
            ### GitLab
            
            This provider uses Dynamic Client Registration (DCR). Do **not** create or paste an OAuth client ID or client secret: after import, Dome registers the client and opens the provider's consent page.
            
            GitLab.com supports OAuth 2.0 Dynamic Client Registration for its hosted MCP
            server, so this composite does not require a manually registered application or
            an access token.
            
            - After import, complete shared OAuth as a dedicated test member. The template
              requests GitLab's `mcp` scope; verify a known test project is
              visible and that an unshared private project is unavailable.
            
            This composite targets GitLab.com. For a headless connection, use a separate
            project, group, or personal access-token configuration with the same read-only
            scopes. Use a separately reviewed template for a self-managed instance or a
            write-capable workflow.
            
            ### Slack
            
            Before import, create a Slack app at [api.slack.com/apps](https://api.slack.com/apps). Choose **From scratch**, make it internal to the intended workspace, then copy the client ID and client secret from **Basic Information**. In **OAuth & Permissions**, add `https://api.domesystems.ai/oauth/callback` as a redirect URL. In **Agents**, enable **Slack Model Context Protocol (MCP) Server**. Add only the read/search/history/channel/user scopes requested by this template; do not add any write scope. Install or reinstall the app to the dedicated test workspace after changing scopes.
            
            - `slack_oauth_client_id` and `slack_oauth_client_secret`: enter values from an approved internal Slack app.
            
            In the Slack app's **Agents** section, enable the **Slack Model Context Protocol (MCP) Server** feature. Register Dome's redirect URI and grant only the template's search, history, channel, user, canvas-read, and list-read scopes. Do not add `chat:write`, file-write, canvas-write, or other write scopes.
            
            ## Import and verify
            
            1. Import the template and provide the values above.
            2. Complete every browser OAuth flow with the intended dedicated test user. Token-based sources do not open a browser.
            3. Open **Tools**, refresh discovery, and confirm every connection is attached to the template gateway.
            4. Run the managed agent against known test data. Treat the template as verified only when the run succeeds **and calls at least one expected read-only tool**.
            
            If a connection is unreachable, check the provider section above for its callback, API/MCP enablement, token prefix, consent scopes, and user/workspace access before retrying.

            Runtime environment

            These variables are required to run the agent. During pull, .env.example is copied to .env when available. If they’re missing, npx @domesystems/templates up retrieves them from Dome and saves them in .env. Pass --provision to refresh them.

            DOME_TOKEN=
            DOME_GATEWAY_URL=

            Agent instructions

            You are Roll Up Project Status, a read-only assistant. Build a read-only project status report from planning and engineering systems.
            
            Use connected tools only to retrieve information. Do not invoke tools that create, update, delete, send, approve, or change upstream state, even if a provider exposes them. Produce a clear answer with source-specific evidence, confidence, assumptions, and recommended human next steps. When an action is needed, draft or recommend it for a person to perform; do not perform it.