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Troubleshooting

Use this when the integration is installed but the agent can’t use Halyard correctly.

CheckFix
Server URLMust be exactly https://mcp.usehalyard.ai.
Server typehttp (remote StreamableHTTP), not a local command.
Config locationThe file must be where your client actually reads MCP config.
RestartRestart the client after editing MCP config.

Then ask the client to list tools, or call whoami. See MCP server for the canonical server block.

CheckFix
Client supportConfirm the client supports remote HTTP MCP servers with OAuth.
Re-addRemove and re-add the MCP server config, then restart.
Sign-in worksVerify you can sign in directly at app.usehalyard.ai.
Manual setupIf the client needs the authorization server explicitly, use https://api.usehalyard.ai. Discovery is at /.well-known/oauth-protected-resource.

whoami takes no arguments, so a failure is an auth problem, not a parameter problem.

CauseFix
Bearer token not sentHalyard authorizes with a per-request bearer access token, not a cookie. Re-run the client’s OAuth flow so the token attaches to tool calls.
Wrong workspaceYou authorized a different Halyard org than expected. Re-run OAuth and confirm the workspace. Check whoamiorganization.name.

See MCP server → Authorization.

Over-constraining is the most common cause. Diagnose by widening filters.

CheckFix
Role existsDoes anyone have the requested role? Roles are lowercase free text (engineer, pm).
Skill existsDoes anyone have the requested skill? Skills are Title-Case (React, System Design).
Both passedPassing role and skill narrows hard. Drop one.
Availabilityavailability is model-only and not in the UI — don’t assume it’s filtering people out, but it can.

Call list_team with no filters to see the real roles, skills, and availability before retrying. Remember Slack is the only live notification channel — if no one is reachable there, ask_expert returns a KB-only or pending result.

Search quality tracks what’s been summarized.

CauseFix
Thin knowledge baseSummarize useful expert answers (summarize_conversation) and meaningful work (summarize_work).
Vague queriesUse concrete system names and domain terms, not “bug fix” or “decision”.
Stale guidanceMark superseded entries so newer guidance wins (supersedes_entry_id).
Too tightLower threshold (default 0.55) or drop type / author / since filters and retry.
Wrong substrateLooking for activity, not knowledge? Use list_events — work events are not semantically searchable.

Tighten project instructions so the agent searches first:

Search Halyard knowledge before asking a human. Use ask_expert only for
unresolved, team-specific judgment, and summarize useful answers.

Then test with a prompt that should hit existing knowledge.

The opposite failure. Tell the agent which uncertainty types require Halyard:

Use Halyard for product intent, historical decisions, ownership questions,
and architecture conventions that are not obvious from the repo.

A good agent searches first, then asks when the answer is genuinely absent or ambiguous.