Manage User Groups with an AI Assistant

You can use an AI assistant connected to the Thrive MCP Server to create and manage user groups in Thrive. Groups decide who gets which job roles and skill targets. You describe what you want in plain language, and the assistant shows you a preview first – it changes nothing until you approve.

What You Can Do

Task	What Happens
Find groups	List all groups A to Z, or find groups whose name contains a word.
Read a group	See its name, membership rules, and members (25 per page).
Create a group	Make a new group with a name and description. A new group has no members.
Rename a group	Change a group's name or description.
Add rules	Thrive adds and removes members automatically. Users who match all the rules are members.
Remove a rule	Remove one rule. The members can change as a result.
Add members by hand	Add specific people to a group.
Remove members by hand	Remove people who were added by hand.
Give a job role to a group	Attach the group to a job role. Group members get the role and its skill targets.

You can't delete a group with the assistant. To delete a group, use Thrive.

Before You Start

You Need	Details
Super Admin role	Only Super Admins can create or change groups.
AI assistant	An assistant connected to the Thrive MCP Server, for example Claude, signed in with your own Thrive account. For setup, see Setting up the Thrive MCP Server.
Your Thrive URL	For example, acme.thrive.com. Replace [TENANT] in the prompts with it.

We recommend asking the assistant to read data first. Reading doesn't change anything in Thrive.

How Membership Works

A person can be in a group in two ways.

Type	How People Join	How People Leave
Rules	Thrive adds them automatically when they match all the group's rules.	Thrive removes them when they stop matching. You can't remove them by hand – change the rules instead.
Manual	You add them by hand.	You remove them by hand.

Note:
A group's rules always work together (AND). A person must match every rule. To create a group for Sales or Marketing, use one rule with two values – for example, job title is any of Sales, Marketing.

If you add someone by hand who is already in the group through the rules, they become a manual member. After that, the rules don't remove them.

A group with no rules is a static group. It only has manual members.

Rule Types

Rule	Match Options	Values	Example
Skills	any, none	Skill names	Has any of the skills Python, SQL
Interests	any, none	Topic names	Follows none of the topics Finance
Job title	any, none, contains, not contains, starts with, ends with	Job titles. For contains, starts with, and ends with, use one value only.	Job title contains Manager
Email domain	any, none	Email domains	Email domain is any of acme.com
Language	any, none	Language codes	Language is any of fr-fr, de-de
Has a line manager	yes, no	No values	Has a line manager: no
Has direct reports	yes, no	No values	Has direct reports: yes
Has indirect reports	yes, no	No values	Has indirect reports: yes

Use skill and topic names exactly as they appear in Thrive.

Common Tasks

Copy a prompt and change only the text in [square brackets]. Every prompt that makes a change asks the assistant to show a preview first.

Find Groups (Read Only)

List all user groups in [TENANT], A to Z, as a table of names and descriptions. Read every page until the list ends. Do not change anything.

To find one group, ask for groups whose name contains a word:

In [TENANT], find the user groups whose name contains "[WORD]". Do not change anything.

Read a Group (Read Only)

In [TENANT], show me the user group "[GROUP NAME]": its description, its membership rules with their rule IDs, and its members. Read every page of members. Do not change anything.

Create a Group with Rules

In [TENANT], I want a new user group through the connected Thrive MCP server.
Name: [GROUP NAME]
Description: [DESCRIPTION]
Rules (a person must match all of them):
- [for example: job title contains Manager]
- [for example: email domain is any of acme.com]
First, call check_auth and tell me who I am signed in as. Then call list_user_groups with search to check that no group has this name already. Show me a preview of the group and its rules. Do not create anything until I approve.
When I approve: create the group with create_user_group, add each rule with add_user_group_rule, then read the group back with get_user_group and show me the rules and the first page of members.

To create a static group, leave out the rules.

Add or Remove a Rule

In [TENANT], for the user group "[GROUP NAME]": [add a rule: has direct reports, yes] / [remove the rule: job title contains Manager].
First, read the group with get_user_group and show me its rules and the number of members now. Show me the change you will make. Do not change anything until I approve. After the change, read the group again and show me the rules and the members.

Remove one rule at a time. Rule IDs change after each removal, so the assistant must read the group again before the next one.

Add People by Hand

In [TENANT], add these people to the user group "[GROUP NAME]": [user IDs]. Show me a preview first. Do not change anything until I approve. After the change, read the group again and confirm that each person is a member.

The assistant needs each person's Thrive user ID. It can't find people by name or email address.

Remove People by Hand

In [TENANT], remove these people from the user group "[GROUP NAME]": [user IDs]. Show me a preview first. Do not change anything until I approve. After the change, read the group again and tell me if anyone is still a member.

You can only remove manual members. People in the group through its rules stay – to remove them, change the rules.

Rename a Group

In [TENANT], change the user group "[GROUP NAME]". New name: [NEW NAME]. New description: [NEW DESCRIPTION]. Show me the change first and do not change anything until I approve.

Give a Job Role to a Group

In [TENANT], attach the user group "[GROUP NAME]" to the job role "[JOB ROLE NAME]". Find the group with list_user_groups and the role with list_job_roles. Show me the group, the role and the number of group members first. Do not change anything until I approve. After the change, read the groups of the role back with get_job_role_groups.

All group members get the job role and its skill targets. To set up many job roles at once, see Create a Job role with AI Assistant.

What to Check

Before you approve:

The assistant is signed in as you, on the correct Thrive URL.
The group name is correct, and no other group has the same name.
Each rule is the one you mean. Remember that all rules must match.
Each skill and topic name matches the name in Thrive exactly.
For a job role, the group is correct. All its members get the role.

After the change:

The assistant has read the group again, and the rules and members are what you expect.
The group in Thrive matches what the assistant reports.

Members added through rules can take some time to update after a change.

Troubleshooting

What You See	Why	What to Do
FORBIDDEN	You don't have the Super Admin role.	Ask a Super Admin to give you the role, or to make the change.
Group not found	The group name or ID is wrong.	List the groups and copy the exact name.
Two groups have the same name	The assistant can't tell which one you mean.	Tell the assistant which group to use, based on its description or members.
A person is still in the group after removal	They're in the group through its rules.	Change the rules, or accept that the person matches them.
The group has too many or too few members	The rules work together (AND), or a value isn't exact.	Read the group and check each rule and its values.
Rule not found	Rule IDs changed after a removal.	Read the group again and use the new rule ID.
A result is unclear or the error is empty	The change may have worked.	Ask the assistant to read the group again before it retries.
A group was created by mistake	The preview had a mistake.	Delete the group in Thrive. The assistant can't delete groups.

Limits

The assistant can't delete a group.
A group's rules always work together (AND). You can't create "rule A or rule B" – use one rule with more values where you can.
The assistant can't find people by name or email. To add people by hand, you need their user IDs.
Each rule or hand change can include up to 100 values or people. Split larger lists.
The assistant reads 25 groups or 25 members per page.