Metis

Metis Flight Levels Skill

This skill teaches Flight Levels methodology for work management using Metis. It extends the Metis MCP server with judgment and methodology guidance.

Prerequisites

• Metis MCP server connected and available
• A Metis workspace initialized (metis init or via MCP)

What This Skill Provides

The Metis MCP server teaches you how to use the tools. This skill teaches you when and why.

• When to create which document type
• How to decompose work effectively
• When to transition between phases
• Common mistakes and how to avoid them
• Patterns for different project types

Core Methodology

See methodology/core-principles.md for:

• The Flight Levels hierarchy (Vision -> Strategy -> Initiative -> Task)
• Pull-based Kanban flow
• Value alignment and why hierarchy matters
• Phase-gated progress
• Source of truth (filesystem over database)

Choosing a Configuration

See methodology/preset-selection.md for:

• Full vs Streamlined vs Direct presets
• Decision framework for choosing
• When to change presets
• Signs you chose wrong

Breaking Down Work

See methodology/decomposition.md for:

• When to decompose (ahead of capacity, not upfront)
• Sizing by scope, not time
• The explicit decompose phase and why it exists
• Decomposition patterns (vertical slices, risk-first, etc.)

Moving Through Phases

See methodology/phase-transitions.md for:

• Phase sequences for each document type
• Exit criteria patterns
• When and how to transition
• Monitoring phase health

What Not to Do

See methodology/anti-patterns.md for:

• Shadow work and shadow backlogs
• Too many active items (WIP limits)
• Skipping phases
• Stale work and metric gaming

Project Patterns

Apply these patterns based on your situation:

• patterns/greenfield.md - Starting new projects
• patterns/tech-debt.md - Debt reduction campaigns
• patterns/incident-response.md - Handling urgent work
• patterns/feature-development.md - Standard feature flow

Decision Guides

When unsure what to do:

• decision-trees/document-type.md - Which document type to create
• decision-trees/when-to-adr.md - When to record architectural decisions

Quick Reference

Document Types

*Backlog items are tasks created with backlog_category parameter instead of parent_id. Use reassign_parent to move them into an initiative later, if desired.

†Strategy documents are only available in the Full preset. See preset-selection.md.

‡In Streamlined preset (no Strategy), Initiatives parent directly to Vision.

Common Operations

Check existing work before starting:

list_documents(project_path)  # See all active visions, initiatives, and tasks

Always check the current state before creating new documents. This prevents duplicate work and helps you understand where new items should fit in the hierarchy.

Start a project:

1. initialize_project with appropriate prefix
2. create_document for vision, then read_document and edit_document to fill in all sections
3. Transition vision to published when complete
4. Create initiatives aligned to vision (create → read → edit for each)
5. Decompose initiatives into tasks (create → read → edit for each)

Do work:

1. Pull tasks when capacity exists
2. Transition to active when starting
3. Complete when acceptance criteria met
4. Look up for next work when backlog is low

Handle ad-hoc work (bugs, features, tech debt):

When users say "create a bug/feature/tech debt ticket", create a backlog item:

create_document(type="task", title="...", backlog_category="bug")      # for bugs
create_document(type="task", title="...", backlog_category="feature")  # for features
create_document(type="task", title="...", backlog_category="tech-debt") # for tech debt

Then read and fill in the document with details. Either work independently (if critical) or feed into initiative later.

Clean up completed work:

archive_document(short_code="PROJ-I-0001")  # Archives initiative and all its tasks

Archive completed initiatives to keep active document lists focused. Archived documents are preserved but hidden from default listings.

Key Principles

• Work is pulled, never pushed - Low backlog signals to look up
• All work traces to vision - If it doesn't align, question its value
• Phases exist for a reason - Don't skip them (transitions will fail if you try)
• Filesystem is truth - Database is just a cache
• Scope over time - Size by capability increment, not duration
• Read before edit - Always read_document before edit_document
• Complete documents after creation - Never leave a document with template placeholders. After create_document, immediately read_document then edit_document to fill in all required sections with actual content
• Delete unused sections - Templates contain optional sections; delete what doesn't apply rather than leaving empty placeholders
• Update active tasks - Use active tasks as working memory; record progress, findings, and decisions regularly