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Description
User Journey: Business Analyst with Claude Desktop
Overview
This epic covers the implementation of the Business Analyst user journey, enabling data analysis through Claude Desktop with Dust Agents and Spaces.
User Persona
Business Analyst
- Role: Data and Business Analysis
- Key Tools: Dust Agents, Spaces, Claude Desktop
- Needs:
- Simplified local frontend for data analysis
- Easy integration of various data sources via MCP
- Visual workflow builder for agent interactions
- Pre-built templates for common analysis tasks
User Journey
1. Initial Setup
Installation
- One-click installer for Claude Desktop with MCP Server
- Automatic configuration during installation
- No command-line or technical setup required
Workspace Configuration
- Connect to existing Dust Spaces
- Set up local data source connections (Google, OneDrive, Databases) in Claude Desktop
- Configure default analysis templates and dashboards
2. Daily Workflow
Data Preparation
- Import data from various sources via drag-and-drop
- Clean and transform data using visual tools
- Save data preparation steps as reusable workflows
Analysis with Agents
- Select from pre-configured analysis templates
- Customize agent parameters through simple forms
- View real-time results in interactive dashboards
- Save and share analysis configurations
Collaboration
- Share analysis with team members
- Comment on specific data points
- Track changes and versions of analyses
Technical Implementation
Core Components
- STDIO Transport for Claude Desktop integration
- Session management for preserving analysis context
- File upload and processing pipeline
- Agent orchestration service
Security
- Secure credential storage
- Role-based access control
- Audit logging
Communication Flow
sequenceDiagram
participant C as MCP Client
participant S as MCP Server
participant D as DUST API
participant A as DUST Agent
C->>S: 1. listAgents()
S->>D: GET /api/v1/agents
D-->>S: [agent1, agent2, ...]
S-->>C: List of available agents
C->>S: 2. createSession(agentId)
S->>D: POST /api/v1/sessions { agentId }
D->>A: Initialize agent with context
D-->>S: { sessionId, ... }
S-->>C: Session created
C->>S: 3. uploadFiles(sessionId, files)
S->>D: POST /api/v1/sessions/{sessionId}/files
D->>A: Process and store files
D-->>S: [fileRef1, fileRef2, ...]
S-->>C: File references
C->>S: 4. sendMessage(sessionId, message)
S->>D: POST /api/v1/sessions/{sessionId}/messages
D->>A: Process with agent's knowledge and prompts
A->>D: Response chunks
D-->>S: Streaming response
S-->>C: Stream chunks
C->>S: 5. endSession(sessionId)
S->>D: DELETE /api/v1/sessions/{sessionId}
D->>A: Clean up resources
D-->>S: 200 OK
S-->>C: Session ended
Authentication & Security
- All MCP endpoints require authentication using API keys or OAuth 2.0 tokens
- Session tokens are used for subsequent requests after initial authentication
- File uploads are validated for size and type restrictions
- All communications are encrypted using TLS 1.3
Acceptance Criteria
- Users can install and set up Claude Desktop without technical assistance
- All data preparation and analysis can be done through the GUI
- Analysis configurations are shareable and versioned
- Performance is acceptable with large datasets
- All features are accessible to non-technical users
Related Issues
- Implement Authentication and Agent Discovery #15: Implement Authentication and Agent Discovery
- Implement Session Management and Context Preservation #16: Implement Session Management and Context Preservation
- Implement File Handling and Format Support #17: Implement File Handling and Format Support
- Implement Agent Orchestration and Monitoring #18: Implement Agent Orchestration and Monitoring