Specialists & tools
Six specialists and ~22 tools, mapped to the six-phase visa journey
How the tools work
Six specialist personas are exposed as mounted toolsets on a single connector — six specialists, ~22 tools in total. Each tool returns a uniform envelope of structured guidance that your own Claude writes from. The connector never runs inference; your Claude.ai subscription does.
Two tools are different: they return deterministic computed results rather than guidance — assess_innovation_matrix (4F scoring) and model_financials (financial projections). These give the same defensible numbers every time, with parity to the TorlyAI Desktop engine.
The specialists map to the six-phase journey: Plan → Ideate → Draft → Model → Prove → Submit.
The two computed tools
- 4F Innovation Matrix (
assess_innovation_matrix) — PMF × FMF × BMF + Fortune → a composite score, verdict (pursue / refine / reconsider), gap analysis, and endorsement-readiness %. Deterministic and defensible. - Financial modelling (
model_financials) — 3–5 year projections, sensitivity analysis, funding gap, and break-even month. Deterministic.
McGonagall
Orchestrator · Plan / Ideate / any
Coordinates the journey and acts as the quality gate, keeping work aligned to endorsement-body expectations.
| Tool | What it does |
|---|---|
start_journey | Kicks off a new visa journey and sets the phase plan. |
brainstorm_idea | Helps you generate and shape candidate business ideas. |
evaluate_idea | A quick 4F read on an idea before the full assessment. |
quality_gate | Checks whether your current work is ready to advance a phase. |
Dumbledore
Strategy & fit · Ideate
Your strategist — scores ideas, assesses your founder profile, matches an endorsement body, and specs the business plan.
| Tool | What it does |
|---|---|
assess_innovation_matrix | Flagship, deterministic. The full 4F Innovation Matrix: PMF × FMF × BMF + Fortune → a composite score, verdict (pursue / refine / reconsider), gap analysis, and endorsement-readiness %. |
assess_profile | Assesses your founder profile against visa expectations. |
match_endorsement_body | Matches you to the best-fit endorsement body (UKES, Innovator International, Envestors). |
generate_bp_spec | Produces a structured business-plan specification to draft from. |
Harry
Drafting · Draft
Structures your business plan narrative and pitch deck so your Claude can write strong sections.
| Tool | What it does |
|---|---|
draft_section_guidance | Returns structure and guidance for each business-plan section. |
build_pitch_deck | Outlines a pitch deck aligned to your plan and endorsement body. |
Hermione
Financial & team modelling · Model
Builds your numbers — deterministic financial projections and a credible team plan.
| Tool | What it does |
|---|---|
model_financials | Deterministic. 3–5 year projections, sensitivity analysis, funding gap, and break-even month. |
build_team_plan | Maps the team, skills gaps, and hiring roadmap. |
Kingsley
Compliance & readiness · Prove
Reviews your plan against the rules and tells you how a caseworker is likely to read it.
| Tool | What it does |
|---|---|
review_bp | Reviews the business plan for compliance and quality. |
check_caseworker_readiness | Assesses how ready your application is from a caseworker’s perspective. |
navigate_endorsement | Guides you through the endorsement process for your chosen body. |
Dobby
Evidence & interview · Submit
Gets you submission-ready — evidence pack, document checklist, and interview coaching.
| Tool | What it does |
|---|---|
assemble_evidence | Assembles the evidence pack supporting your application. |
documents_checklist | Builds your submission document checklist. |
interview_prep | Prepares endorsement-interview questions and themes. |
interview_coach | Coaches your answers with feedback before the real interview. |
Shared
Cross-cutting · any
Cross-cutting tools available across every phase — knowledge lookup and optional project memory.
| Tool | What it does |
|---|---|
load_reference | Loads on-demand Tier-3 visa knowledge for the current task. |
save_project_state | Saves your project state (opt-in, encrypted cloud sync). |
load_project_state | Restores your project state across sessions (opt-in, encrypted). |
Example prompts
You don't call tools by name — just ask in plain language. For example:
“Score my startup idea on the 4F matrix.”
“Which endorsement body is the best fit for my idea?”
“Build me a 5-year financial model with a sensitivity analysis.”
“Review my business plan for caseworker readiness.”
“Run a mock endorsement interview and coach my answers.”