Rapport de progression client avec MCP : mises à jour claires sans jargon

Generate client-facing progress reports from Corcava tasks using MCP. This guide shows you how to pull relevant tasks, translate technical details into plain language, highlight risks, propose next steps, and optionally post summaries as comments for internal tracking.

Ce que ce workflow permet

Client-ready reporting with MCP transforms technical task data into clear client updates:

Résultats clés

Plain language translation: Convert technical task details into client-friendly language
Progress visibility: Show what's been accomplished in clear terms
Risk communication: Highlight potential issues without technical jargon
Next steps clarity: Propose actionable next steps in business terms
Internal tracking: Optionally post summary comments for team reference

Prérequis

Before using this workflow, ensure you have:

Corcava MCP server configured in your AI assistant
API key with read access to tasks and projects
Tasks relevant to the client project
For posting comments: API key with write permissions

Workflow pas à pas

Step 1: Pull Relevant Tasks

Start by gathering tasks relevant to the client project:

Relevant Tasks Prompt

"Generate a client progress report for the [Project Name] project. First, pull all relevant tasks: - Tasks completed in the last 2 weeks - Tasks currently in progress - Tasks planned for the next 2 weeks - Any blocked or at-risk tasks Show me the task list first before generating the report."

What the AI does:

Calls list_tasks filtered by project
Filters by date ranges and status
Identifies relevant tasks for client update
Presents task list for review

Step 2: Translate to Plain Language

Convert technical task details into client-friendly language:

Translation Prompt

"Now translate these tasks into plain language for a client update. For each task: - Remove technical jargon (e.g., 'API endpoint' → 'connection point') - Focus on business value (what it enables, not how it's built) - Use clear, simple language - Explain impact in terms the client understands Show me the translated version before generating the full report."

What the AI does:

Analyzes each task title and description
Identifies technical terms and jargon
Translates to business-friendly language
Focuses on outcomes and value

Step 3: Highlight Risks

Identify and communicate risks clearly:

Risk Highlighting Prompt

"Identify any risks or concerns from the tasks: - Overdue tasks that might impact timeline - Blocked items that need attention - Tasks with many comments but no progress - Dependencies that could cause delays Translate these into client-friendly risk statements. Be honest but not alarmist."

What the AI does:

Analyzes task status and activity
Identifies potential risks
Translates risks to business impact
Formulates clear risk statements

Step 4: Propose Next Steps

Suggest actionable next steps:

Next Steps Prompt

"Based on the tasks and risks, propose next steps for the client. Include: - What we'll focus on next - Timeline expectations - Any decisions needed from the client - How we'll address identified risks Frame these as actionable recommendations in business terms."

What the AI does:

Analyzes upcoming tasks and priorities
Considers risk mitigation
Proposes clear next steps
Frames recommendations in business language

Step 5: Generate Client Report

Compile everything into a client-ready report:

Report Generation Prompt

"Generate a client-ready progress report. Structure it as: 1. Brief intro summarizing the period 2. What We've Accomplished (completed work in plain language) 3. What We're Working On (current progress) 4. Risks and Considerations (highlighted risks) 5. Next Steps (proposed actions) Keep it professional, clear, and free of technical jargon. Aim for 1-2 pages."

What the AI does:

Compiles all translated content
Organizes into clear sections
Formats as professional report
Ensures consistency and clarity

Step 6: Post Summary Comment (Optional, with Confirmation)

⚠️ Always Confirm Before Posting Comments

When posting summary comments:

Preview First: Show comment text before posting
Confirmation Token: Require "CONFIRM" before adding comment
Verify Task: Confirm which task the comment will be added to

Safe Comment Posting Prompt

"Post a summary of this client report as a comment on task [Task ID or Title] for internal tracking. But first, show me exactly what comment you'll post. Wait for CONFIRM before adding the comment."

What the AI does:

Drafts summary comment
Shows comment preview
Waits for "CONFIRM"
Only after confirmation, calls add_task_comment

Complete Workflow Prompts

Here are complete, copy-paste ready prompts:

Full Client Progress Report

"Generate a client-ready progress report for [Project Name]: 1. Pull all relevant tasks (completed last 2 weeks, in progress, planned next 2 weeks) 2. Translate tasks into plain language (remove jargon, focus on business value) 3. Identify and highlight risks (overdue, blocked, at-risk items) 4. Propose next steps (what's next, timeline, decisions needed) 5. Generate a professional report with: intro, accomplishments, current work, risks, next steps Keep it clear, professional, and free of technical terms."

Use this when: You need a complete client update

Quick Client Update

"Generate a brief client update for [Project Name]. Translate completed and in-progress tasks into plain language. Highlight any risks and propose next steps. Keep it to one page."

Use this when: You need a quick client update

Workflow Variants

Variant 1: Milestone-Focused Report

Focus on specific milestones:

"Generate a client report focused on milestone progress. For milestone [Milestone Name]: - What's been completed toward this milestone - What's remaining - Timeline status - Any risks to milestone delivery Translate everything into client-friendly language."

What happens: AI focuses report on specific milestone progress

Variant 2: Executive Summary Format

Create a high-level executive summary:

"Generate an executive summary for [Project Name]. Include: - Overall project status (on track, at risk, delayed) - Key accomplishments (top 3-5 items) - Top risks (2-3 items) - Next steps (brief summary) Keep it to one page, high-level only."

What happens: AI creates a concise executive-level summary

Example: Complete Client Report Session

Here's a real example of how a client report session flows:

User Prompt

"Generate a client-ready progress report for the Q2 Marketing Campaign project. Translate tasks into plain language, highlight risks, and propose next steps."

AI Response (Client Report Excerpt)

Progress Report - Q2 Marketing Campaign

Period: March 13-27, 2026

What We've Accomplished

Completed the homepage design, which is now ready for client review
Launched the first advertising campaign, which is now live and collecting initial performance data
Finalized the brand messaging framework that will guide all campaign communications

What We're Working On

Developing the content calendar for April, which will outline all planned content pieces
Creating social media posts for the campaign launch, scheduled for next week

Risks and Considerations