Org Chart Skill for Claude

Org Chart

Render a visual ASCII org chart for any person in the organization. Shows the target person in context — their manager above, their peers alongside, and their direct reports below — in a clear tree layout that fits the terminal.

When to Use

• "Show me the org chart for Firstname2"
• "Draw the org tree for the Platform team lead"
• "What does Firstname8's org look like?"
• "Show my org chart"
• "Visualize the reporting structure under Firstname5"

Instructions

Step 1: Identify the Current User

workiq-ask (
  question: "What is my profile information including display name, email, job title, and department?"
)

Extract displayName, email, and jobTitle.

Step 2: Resolve the Target Person

If the user says "my org chart" or "me", the target is the current user from Step 1.

Otherwise, look up the named person:

workiq-ask (
  question: "Look up the person named <name or email> in the company directory. Return their display name, email, job title, department, and office location."
)

If the response indicates multiple matches, present the options and ask the user to pick.

Step 3: Fetch Org Data

3a. Get the target's manager and direct reports:

workiq-ask (
  question: "Who is <target name>'s manager? Include their display name, email, job title, and department."
)

workiq-ask (
  question: "Who are <target name>'s direct reports? For each person include their display name, email, job title, and department."
)

3b. Walk the full management chain to the root:

After getting the target's manager, recursively ask about each manager's manager until you reach the top of the org:

workiq-ask (
  question: "Who is <current manager name>'s manager? Include their display name, email, job title, and department."
)

Continue until ask indicates there is no manager (meaning you've reached the org root).

Store the entire chain as an ordered list: [target, manager, manager's manager, …, org root].

Important performance note: Each iteration depends on the previous result, so these calls must be sequential. However, the first manager call (3a) and the direct reports call can run in parallel.

Alternative — full chain in one call: You can attempt to retrieve the entire chain at once:

workiq-ask (
  question: "What is the full management chain for <target name> all the way up to the CEO? List each person in order from their direct manager to the top, including name, title, and email for each."
)

If the response is complete, skip the recursive loop. If it is truncated or incomplete, fall back to the step-by-step approach above.

Step 4: Clean Up Direct Reports

Filter out non‑primary accounts from the direct reports list:

• Remove entries whose displayName contains "(NON EA SC ALT)", "(SC ALT)", or similar service/alternate account markers.
• Only show real people in the org chart.

Step 5: Classify Roles for Layout

Categorize each direct report by role type for grouping:

| Pattern in jobTitle | Category | Icon |

|---|---|---|

| Contains "Manager" or "Lead" | 👔 Manager | Shown with count of their reports if known |

| Contains "Principal" or "Senior" or "Staff" | 🔧 Senior IC | |

| Everything else | 💻 IC | |

Step 6: Render the Org Chart

Layout Rules

• The target person is always the visual center — highlighted with a ⭐ marker.
• The full management chain appears above the target, from the org root at the top down to the direct manager, each connected by vertical lines. Use a compact single‑line‑per‑ancestor format for the chain above the direct manager to avoid excessive height.
• The direct manager appears in a full box immediately above the target.
• Direct reports appear below the target, connected by branch lines.
• Group direct reports: managers first, then senior ICs, then ICs — separated by a thin visual gap.
• Truncate long names to fit terminal width. Abbreviate job titles if needed (e.g., "Principal Software Engineer" → "Prin SWE", "Software Engineering Manager" → "SW Eng Mgr").

Title Abbreviation Map

Use these abbreviations to keep boxes compact:

| Full Title | Short |

|---|---|

| Principal Software Engineer | Prin SWE |

| Senior Software Engineer | Sr SWE |

| Software Engineer | SWE |

| Software Engineering Manager | SW Eng Mgr |

| Principal Software Engineering Manager | Prin SW Eng Mgr |

| Partner Group Software Engineering Manager | Partner Grp SW Eng Mgr |

| Vice President of Engineering | VP Eng |

| Group Engineering Manager | Grp Eng Mgr |

| Program Manager | PM |

| Senior Program Manager | Sr PM |

| Principal Program Manager | Prin PM |

For titles not in this list, abbreviate by removing common words ("of", "the") and shortening ("Software" → "SW", "Engineering" → "Eng", "Manager" → "Mgr").

Output Format

Standard Org Chart (full chain + target + reports)

🏛️ ORG CHART
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

                👤 Firstname1 Lastname1 (CEO)
                │
                👤 Firstname2 Lastname2 (EVP, Products)
                │
                👤 Firstname3 Lastname3 (CVP, Collaboration)
                │
                ┌──────────────────────────────┐
                │     Firstname4 Lastname4      │
                │     VP Eng                    │
                │     [email protected]    │
                └──────────────┬───────────────┘
                               │
                ┌──────────────┴──────────────┐
                │  ⭐ Firstname5 Lastname5      │
                │  Engineering Manager         │
                │  [email protected]      │
                └──────────────┬──────────────┘
                               │
     ┌────────────┬────────────┼────────────┐
     │            │            │            │
┌────┴────┐ ┌────┴────┐ ┌────┴────┐ ┌────┴────┐
│ First6  │ │ First7  │ │ First8  │ │ First9  │
│ Sr SWE  │ │ SWE II  │ │ SWE    │ │ QA Eng  │
└─────────┘ └─────────┘ └─────────┘ └─────────┘

     👔 Managers (0)  ·  🔧 Senior ICs (1)  ·  💻 ICs (3)

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
📊 Firstname5 Lastname5 has 4 direct reports
   Chain: CEO → Firstname2 Lastname2 → Firstname3 Lastname3 → Firstname4 Lastname4 → ⭐ Firstname5 Lastname5
📧 [email protected]

The ancestors above the direct manager use a compact single‑line format: 👤 Name (Abbreviated Title) connected by │ lines. This keeps the chart readable even with deep hierarchies. Only the direct manager and the target get full box treatment.

Wider Org Chart (many reports, full chain)

When there are more than 6 direct reports, switch to a compact list layout below the tree:

🏛️ ORG CHART
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

                👤 Firstname1 Lastname1 (CEO)
                │
                👤 Firstname2 Lastname2 (EVP)
                │
                ┌─────────────────────────────┐
                │     Firstname7 Lastname7    │
                │     VP Eng                  │
                └──────────────┬──────────────┘
                               │
                ┌──────────────┴──────────────┐
                │  ⭐ Firstname8 Lastname8     │
                │  Partner Grp SW Eng Mgr     │
                └──────────────┬──────────────┘
                               │
            ┌──────┬──────┬────┴────┬──────┬──────┬──────┐
            │      │      │        │      │      │      │

👔 MANAGERS (3)
 #  Name                     Title                    Email
 1  Firstname10 Lastname10   Prin SW Eng Mgr          [email protected]
 2  Firstname11 Lastname11   Prin SW Eng Mgr          [email protected]
 3  Firstname12 Lastname12   SW Eng Mgr               [email protected]

🔧 SENIOR ICs (4)
 #  Name                     Title                    Email
 4  Firstname13 Lastname13   Prin SWE                 [email protected]
 5  Firstname14 Lastname14   Prin SWE                 [email protected]
 6  Firstname15 Lastname15   Prin SWE                 [email protected]
 7  Firstname16 Lastname16   Prin SW Eng Mgr          [email protected]

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
📊 Firstname8 Lastname8 has 7 direct reports
   Chain: CEO → Firstname2 Lastname2 → Firstname7 Lastname7 → ⭐ Firstname8 Lastname8
📧 [email protected]

Summary Line

Always end with a summary that includes the full reporting chain:

📊 {Name} reports to {Manager Name} ({Manager Title}) and has {N} direct reports — {M} managers, {K} ICs.
   Chain: {Org Root} → … → {Manager} → ⭐ {Name}

Parameters

| Parameter | Required | Default | Description |

|-----------|----------|---------|-------------|

| Person | No | Current user ("me") | Name, email, or "me" for the target person |

| Depth Down | No | 1 level | How many levels of direct reports to show below the target |

Note: The upward chain always walks to the org root — there is no depth limit going up.

Required MCP Tools

| MCP Server | Tool | Purpose |

|---|---|---|

| workiq (Local WorkIQ CLI) | ask | User identity, person lookup, manager chain traversal, and direct reports retrieval |

Tips

• Say "show my org chart" for a quick view of where you sit.
• Say "org chart for {name}" to explore anyone in the company.
• After viewing, you can say "email #3" to contact a specific person, or "schedule a meeting with the managers" to book time.
• Ask follow-up questions like "find all PMs under Firstname6's org" for deeper searches.
• Say "go deeper on Firstname10" to expand a manager's subtree.

Examples

Example 1: View your own org chart

User: Show me my org chart

Result: Fetches your identity via ask, walks the full management chain to the CEO, and renders a tree with your manager above and all your direct reports below — grouped by managers, senior ICs, and ICs.

Example 2: Look up a colleague by name

User: Draw the org chart for Firstname8 Lastname8

Result: Resolves Firstname8 via ask, fetches their manager and direct reports in parallel, walks the chain up to the org root, and renders a wide org chart with a compact list layout (since they have 7 direct reports).

Example 3: Ambiguous name requiring disambiguation

User: Show the org chart for Firstname5

Result: ask returns multiple matches (e.g., Firstname5 Lastname5, Firstname5 Lastname17, Firstname5 Lastname18). Claude prompts:

I found multiple people named Firstname5. Which one did you mean?
 1. Firstname5 Lastname5 — Engineering Manager, Platform Team
 2. Firstname5 Lastname17 — Senior Software Engineer, Security
 3. Firstname5 Lastname18 — Program Manager, Growth

Once the user selects, the full org chart is rendered for the chosen person.

Error Handling

Person Not Found

If ask returns no result for the given name or email:

• Inform the user: *"I couldn't find anyone named '{name}' in the directory."*
• Suggest trying the full name, email address, or alias.
• Offer to search again with a partial name or department hint.

No Manager Found (Org Root)

When ask indicates there is no manager for a person, treat that person as the org root — this is expected behavior and not an error. Render them at the top of the chain without a manager box.

No Direct Reports

If ask indicates the person has no direct reports, render the chart without the branch lines below the target. Include a note:

📊 Firstname5 Lastname5 has 0 direct reports.

Ambiguous Name — Too Many Results

If ask returns multiple matches for a name, narrow the prompt:

• *"I found too many people matching '{name}'. Could you provide a last name, department, or email?"*

WorkIQ CLI Unavailable

If ask is not accessible or returns a connection error:

• Inform the user: *"I'm unable to reach the directory service right now. Please check that the WorkIQ CLI is connected and try again."*
• Do not attempt to guess or fabricate org data.

Deeply Nested Hierarchies (Performance)

If the management chain exceeds 10 levels, stop recursing and display a truncation indicator at the top:

👤 … (chain truncated above 10 levels)
│
👤 {deepest fetched ancestor}

This prevents excessive sequential ask calls for unusually deep org structures.