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Claude Desktop + Corcava MCP: Generate Stakeholder Status Reports

Use Claude Desktop with Corcava MCP to produce professional status reports from your task data. This guide shows you how to generate executive summaries, team updates, and client-facing reports—all with built-in fact verification to ensure accuracy before sending.

What This Workflow Accomplishes

Status reporting with Claude Desktop and Corcava MCP transforms task data into stakeholder-ready updates:

Key Outcomes

  • Executive summaries: High-level progress reports for leadership
  • Team updates: Detailed status for internal team members
  • Client reports: Professional updates for external stakeholders
  • Fact verification: Built-in checks to ensure accuracy
  • Multiple formats: Email-ready, Slack-ready, or document formats

Prerequisites

Before using this workflow, ensure you have:

Set up Claude Desktop with Corcava MCP →

Step-by-Step Workflow

Step 1: Generate Executive Summary

Create a high-level summary for leadership:

Executive Summary Prompt

"Generate an executive summary status report from my Corcava tasks for this week. Include: 1. Overall progress (X tasks completed, Y in progress, Z blocked) 2. Key accomplishments (top 3 completed items) 3. Major risks or blockers 4. Next week priorities Format this as a concise executive summary suitable for leadership review. Keep it under 200 words."

What Claude does:

  1. Calls list_tasks to gather task data
  2. Aggregates by status (done, in_progress, blocked)
  3. Identifies key accomplishments and risks
  4. Formats as executive-friendly summary

Step 2: Create Team Update

Generate a detailed update for your team:

Team Update Prompt

"Create a team status update from Corcava tasks for this week. Include: 1. Completed work (list tasks by project) 2. In-progress items (what we're working on now) 3. Blocked items (what's stuck and why) 4. Next week's priorities (top 5 tasks) Group by project and include task titles, assignees, and status. Format as a team-friendly update."

What Claude does:

  1. Fetches tasks grouped by project
  2. Organizes by status and priority
  3. Includes team context (assignees, projects)
  4. Formats for team communication

Step 3: Generate Client Update

Create a professional client-facing report:

Client Update Prompt

"Generate a client-ready status report from Corcava tasks. Requirements: 1. Use plain language (avoid technical jargon) 2. Focus on outcomes and value delivered 3. Highlight progress and milestones 4. Mention risks in a professional, solution-oriented way 5. Include next steps and timeline Format as a professional email or document suitable for client review."

What Claude does:

  1. Translates technical task data into business language
  2. Emphasizes value and outcomes
  3. Presents risks constructively
  4. Formats professionally for external stakeholders

Verifying Facts Before Sending

⚠️ Always Verify Before Sending

Before sending any status report, especially to clients or executives, verify the facts:

  • Check task statuses: Ensure completed tasks are actually done
  • Verify dates: Confirm completion dates and due dates are accurate
  • Review blockers: Make sure blocker descriptions are current
  • Confirm assignees: Verify who's working on what

Fact Verification Prompt

Verification Workflow

"Before I send this status report, verify the facts: 1. Check that all 'completed' tasks actually have status 'done' in Corcava 2. Verify the completion dates match what's in the report 3. Confirm all blocker descriptions are accurate and current 4. Double-check assignee names and project names If you find any discrepancies, highlight them and suggest corrections."

What Claude does:

  1. Calls get_task for key tasks mentioned in report
  2. Compares report content with actual task data
  3. Flags any discrepancies or outdated information
  4. Suggests corrections before sending

Complete Workflow Prompts

Here are complete, copy-paste ready prompts for different report types:

Executive Summary (Complete)

"Generate an executive summary from my Corcava tasks for this week. Include: - Overall metrics (tasks completed, in progress, blocked) - Top 3 accomplishments - Key risks or blockers - Next week priorities Format as a concise summary under 200 words. Then verify all facts by checking the actual task statuses in Corcava before presenting the final report."

Use this when: You need a high-level update for leadership

Team Update (Complete)

"Create a team status update from Corcava for this week: - Completed work (grouped by project) - In-progress items with assignees - Blocked items and why they're stuck - Next week's top 5 priorities Format for team communication. Verify task statuses and dates before finalizing."

Use this when: You need to update your team on progress

Client Update (Complete)

"Generate a client-ready status report from Corcava tasks: - Use plain language (no technical jargon) - Focus on value delivered and outcomes - Highlight progress and milestones achieved - Present risks professionally with solutions - Include clear next steps and timeline Format as a professional email. Then verify all facts by checking actual task data in Corcava before I send it."

Use this when: You need to update external stakeholders

Claude Desktop-Specific Tips

Best Practices for Claude Desktop

  • Natural Language: Claude Desktop excels at understanding natural language prompts—be descriptive in your requests
  • Conversation Context: Claude remembers previous messages in the conversation, so you can refine reports iteratively
  • Fact Checking: Always ask Claude to verify facts before sending reports to stakeholders
  • Formatting: Specify your desired format (email, bullet list, document) in your prompt
  • Iteration: Ask Claude to revise or adjust the tone/format if needed

Troubleshooting

Report Seems Incomplete

Symptom: Report missing tasks or projects

Possible causes:

  • Tasks are in different workspace
  • API key doesn't have access to all projects
  • Date filters too narrow

Fix: Ask Claude to "list all projects first, then generate report for all projects" or adjust date range

Facts Don't Match

Symptom: Report shows incorrect statuses or dates

Possible causes:

  • Tasks updated after report generation
  • Claude used cached or inferred data

Fix: Always run verification prompt before sending, or ask Claude to "refresh data from Corcava"

Related Resources

Claude Desktop Setup

Configure Corcava MCP in Claude Desktop

Status Report Use Case

General status reporting workflow

Weekly Planning

Claude Desktop weekly planning prompts

Client Progress Reports

Client-facing reporting guide

Generate Professional Status Reports

Use Claude Desktop with Corcava MCP to create stakeholder-ready status updates

Set Up Claude Desktop →Status Report Guide