🔍 Step 1 of 9

Check Your Skill Version

Make sure pdi-brew-app-builder is installed and up to date

Pre-loaded for your organisation. Check the version at
Customize → Skills

Download from PDI Marketplace, then upload via
Customize → Skills → +

Latest version on marketplace:

Loading...

Tip: If your version doesn’t match the marketplace listing, re-download and re-upload the .skill file to get the latest prompts and features.

💬 Step 2 of 9

Open Claude & Invoke the Skill

Start a new conversation and activate the builder

CLAUDE Hello! I’m the PDI Brew App Builder. Let me ask you a couple of things to get started:

1. What would you like to call your project? (used as the app URL slug)

2. How should access be controlled?
A — Create a new M365 group (recommended)
B — Use an existing group I own
C — Already registered — you already set this up on the PDI Brew site

🔒 Step 3 of 9

Choose Your Access Control

Pick how your team will access the app

A

Auto-creates pdibrew-{name} group. Manage members directly in Outlook or Teams.

B

Reuse an M365 group you already own. Useful when you have an existing team or department group.

C

You already set this up on the PDI Brew site. Claude will use your saved group settings.

✍ Step 4 of 9

Describe What You Want

Be specific — Claude builds exactly what you ask for

I need a tracker for team training completions with a status dashboard

CLAUDE Got it! Here’s a preview of your training tracker:

App preview

Employee	Training	Status	Date
Sarah K.	Health & Safety	✓ Done	Apr 12
James L.	Data Privacy	Pending	Apr 20
Priya M.	Health & Safety	Overdue	Apr 5

Ask for changes! “Make the header blue”, “Add a filter by department”, “Show a summary count at the top” — iterate until it’s exactly what you need.

🚀 Step 5 of 9

Click Share This App

One click to go live

Data App (DynamoDB)

Trackers, forms, lists — apps with a dedicated backend

✓

Creating M365 group...

✓

Creating DynamoDB table...

✓

Setting up app API...

✓

Uploading app...

Publishing...

Takes ~15 seconds

Static App (no backend)

Calculators, converters, charts — no data persistence

✓

Validating access...

✓

Uploading app...

✓

Publishing...

Takes ~10 seconds

👥 Step 6 of 9

Add Your Team

Manage who can use your app via Outlook or Teams

➕

Add members

Open pdibrew-{name} in Outlook or Teams → Members → Add by email

➖

Remove access

Open the group → Members → select the person → Remove from group

Your group email address:

pdibrew-{name}@pditechnologies.com

Open Outlook Groups

Tip: Group members are synced in real-time. New members can access the app immediately after being added — no redeploy needed.

🎉 Step 7 of 9

Your App is Live!

Share the link with your team

{name}.pdi-brew.dev.platform.pditechnologies.com

♻

Update anytime

Use the same project name in Claude to redeploy. Changes go live instantly.

📅

Version history

Restore previous versions of your app from the Manage Apps panel.

💬

Need help?

Raise a DevOps case and the team will assist you.

Open PDI Brew

📊 Step 8 of 9

Manage Your App's Data

Two platform paths — read-only inspection on the web, full CRUD via Claude

🔍

Manage Apps → View Data

Sign in to PDI Brew → Manage Apps → pick your app → click View Data. A read-only data table loads inline. Best for quick inspection without opening the app.

🤖

PDI Brew Data connector in Claude.ai

Conversational queries, single edits, and bulk imports across all your apps in one chat. Ask Claude things like “show me records in expense-tracker”, “add a new entry”, or “import this CSV”. Continue to the next step for setup.

Both paths are owner-scoped. Only you (the deployer) can view or edit raw data — group members use the app but can't access these data paths. PDI Brew Admins can override for support.

🔗 Step 9 of 9

Connect Claude.ai to Your Data

One-time setup gives you 8 tools across all your apps in any chat

mcp.pdi-brew.dev.platform.pditechnologies.com/mcp/pdi-brew-data

1️⃣

Add the connector

Claude.ai → Settings → Connectors → Add custom connector. Paste the URL above (use your environment's MCP URL).

2️⃣

Sign in via Okta

Click Connect → sign in with your PDI Okta credentials. Claude.ai stores the token; ownership is enforced server-side.

3️⃣

Ask Claude in any chat

“List my PDI Brew apps”, “show me all records in expense-tracker”, “import these 50 employees from this CSV”, “find approvals over $500”. Claude calls the right tool.

What you get: 8 tools — listApps, describeApp, scan, getItem, putItem, deleteItem, batchWrite, query. Each call is owner-scoped to apps you deployed. Read calls are safe; write calls always ask for your approval.