Project Management MCP Tools

Project Management MCP tools follow a delivery workflow across signed quote handoff, client briefs, SOP templates, projects, tasks, owners, deadlines, dependencies, milestones, file versions, comments and decisions, risks, time and cost tracking, client portal approvals, progress alerts, milestone invoicing, close-out reports, and audit logs.

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project.config.get

read

Read project numbering, statuses, permissions, working days, alerts, client portal, file versioning, and billing defaults.

Read first

Governance

Read-only; baseline before project writes.

Safety

Do not expose secrets, private integration tokens, or settings outside role scope.

project.workflow_templates.list

read

List available project SOP templates, business use, stages, task count, default owner roles, and versions.

Read first

project.config.get

Governance

Read-only; used before planning or applying templates.

Safety

Show only templates authorized for the department; avoid leaking internal process.

project.workflow_template.get

read

Read one template's stages, tasks, dependencies, checkpoints, deliverables, default deadlines, and risk hints.

Read first

project.workflow_templates.list

Governance

Read-only; required before AI task breakdown or batch task creation.

Safety

Do not modify template; expose template version to avoid applying outdated SOP.

project.signed_sources.list

read

List signed quotations, confirmed orders, or contracts that can create projects.

Read first

project.config.get

Governance

Read-only; verify source state before automatic project creation.

Safety

Read only confirmed/signed sources; do not treat draft quotes as project-ready.

project.client_brief.get

read

Read client requirements, scope, files, constraints, delivery criteria, communication history, and confirmed decisions.

Read first

project.signed_sources.list

Governance

Read-only; the brief must be the primary input for AI planning.

Safety

Mask sensitive client data by project permission; do not use unconfirmed chat snippets as formal scope.

project.projects.list

read

List projects by client, owner, status, stage, delivery date, or health.

Read first

project.config.get

Governance

Read-only; used to avoid duplicate projects and review progress.

Safety

Return only projects visible to the user; avoid cross-client or cross-department leakage.

project.project.get

read

Read project goals, scope, client, owner, members, stages, budget, risks, and delivery records.

Read first

project.projects.list

Governance

Read-only; required before project updates, batch task creation, or close-out.

Safety

Mask internal costs, contracts, and client files by role.

project.members.list

read

List project members, roles, permissions, departments, task eligibility, and client portal visibility.

Read first

project.project.get

Governance

Read-only; used before task assignment, permissions, or client visibility changes.

Safety

Do not expose staff private data or non-project permissions.

project.workload.list

read

Read member task load, availability, overdue tasks, field schedules, and overload risk.

Read first

project.members.list, project.tasks.list

Governance

Read-only; used before automated assignment, rebalancing, or delay alerts.

Safety

Avoid public staff performance comparisons; return workload needed for operations only.

project.stages.list

read

Read project stages, board columns, process order, entry criteria, completion criteria, and client visibility.

Read first

project.project.get, project.workflow_template.get

Governance

Read-only; used before board or milestone updates.

Safety

Do not mislabel internal stages as client-visible.

project.milestones.list

read

List milestones, delivery dates, completion state, sign-off state, billing triggers, and related tasks.

Read first

project.project.get

Governance

Read-only; used before milestone completion, client approval, and invoicing.

Safety

Do not show contract amounts or billing terms to unauthorized roles.

project.tasks.list

read

List tasks by project, stage, owner, status, priority, due date, or overdue state.

Read first

project.project.get

Governance

Read-only; used before tracking, alerts, assignment, or batch updates.

Safety

Return only visible tasks; client portal tasks must respect visibility scope.

project.task.get

read

Read task description, owner, deadline, state, dependencies, comments, attachments, time logs, and acceptance criteria.

Read first

project.tasks.list

Governance

Read-only; required before task update, completion, or decision recording.

Safety

Mask sensitive comments and attachments by permission.

project.dependencies.list

read

List task dependencies, blockers, critical path, and delay propagation impact.

Read first

project.tasks.list

Governance

Read-only; used before schedule risk previews and dependency updates.

Safety

Do not alter critical path based on incomplete task data.

project.files.list

read

List project files, contracts, drawings, reports, versions, owners, related tasks, and access scope.

Read first

project.project.get

Governance

Read-only; used before attachments, versioning, or client portal publishing.

Safety

Do not treat internal files as client-visible.

project.file_version.get

read

Read one file version, change summary, sign-off state, uploader, and traceable source.

Read first

project.files.list

Governance

Read-only; verify before revision, delivery, or client sign-off.

Safety

Avoid delivering old versions; latest status must be explicit.

project.comments.list

read

Read project or task comments, field updates, client replies, blocker notes, and follow-ups.

Read first

project.task.get

Governance

Read-only; used before decision extraction, close-out, or follow-up.

Safety

Private/internal comments must not leak into client reports.

project.decisions.list

read

List confirmed decisions, client changes, approvals, owners, and effective scope.

Read first

project.comments.list, project.audit_logs.list

Governance

Read-only; prevents unconfirmed comments from becoming decisions.

Safety

Decisions must include source, timestamp, and approver.

project.risks.list

read

Read project risks, blockers, delay reasons, impact, mitigation actions, and owners.

Read first

project.project.get, project.tasks.list

Governance

Read-only; used before risk summaries or schedule previews.

Safety

Risk summaries must separate facts, inferences, and recommendations.

project.time_logs.list

read

List task or project time logs, people, dates, approval state, and cost attribution.

Read first

project.project.get, project.tasks.list

Governance

Read-only; used before cost analysis, profitability, or close-out.

Safety

Protect pay inference and personal performance data by permission.

project.expenses.list

read

List materials, procurement, subcontracting, travel, and other project expenses with receipts and approval state.

Read first

project.project.get

Governance

Read-only; used before cost, profit, and reporting workflows.

Safety

Mask supplier-sensitive terms and receipts by role.

project.client_portal_state.get

read

Read client portal visible stages, tasks, files, deliverables, approval requests, and comment permissions.

Read first

project.project.get, project.files.list, project.milestones.list

Governance

Read-only; verify before publishing or requesting client approval.

Safety

Strictly separate internal view from client view.

project.health_summary.get

read

Read project health, completion rate, overdue items, blockers, workload, cost variance, and delivery risk.

Read first

project.tasks.list, project.dependencies.list, project.time_logs.list, project.expenses.list

Governance

Read-only; used for manager dashboard, alerts, and close-out.

Safety

Prefer aggregate view; avoid exposing sensitive individual performance.

project.audit_logs.list

read

List audit logs for projects, tasks, files, decisions, approvals, time, costs, and invoices.

Read first

project.project.get

Governance

Read-only; used for disputes, errors, accountability, and approval history.

Safety

Audit logs are restricted to authorized administrators.

project.brief_to_plan.preview

preview

Preview a project plan from client brief and SOP template, including tasks, owners, deadlines, checkpoints, and risks.

Read first

project.client_brief.get, project.workflow_template.get, project.workload.list

Governance

Preview required; project lead approval required before creating project and tasks.

Safety

Mark AI-inferred items clearly; do not write unconfirmed scope into the project.

project.template_apply.preview

preview

Preview stages, tasks, dependencies, checkpoints, deliverables, and alerts added by applying a SOP template.

Read first

project.workflow_template.get, project.project.get, project.tasks.list

Governance

Confirm no duplicate tasks or overwritten workflows before applying template.

Safety

Do not overwrite completed tasks or signed-off milestones.

project.task_batch.preview

preview

Preview batch task create/update with owners, deadlines, dependencies, alerts, client visibility, and duplicate checks.

Read first

project.brief_to_plan.preview, project.tasks.list, project.members.list

Governance

Batch task writes require project lead approval.

Safety

Requires idempotency; avoid duplicate task batches.

project.assignment.preview

preview

Preview workload, overload, deadline conflicts, and alternative assignees after task assignment or rebalancing.

Read first

project.workload.list, project.members.list, project.tasks.list

Governance

Bulk rebalancing or cross-department assignment requires manager approval.

Safety

Do not assign tasks to unauthorized, unavailable, or clearly overloaded members.

project.schedule_risk.preview

preview

Preview delay, dependency, critical path, resource shortage, cost variance, and client approval risks.

Read first

project.dependencies.list, project.health_summary.get, project.client_portal_state.get

Governance

Risk recommendations must be confirmed before plan updates or alerts.

Safety

Risk predictions must list evidence and not be presented as facts.

project.client_portal_publish.preview

preview

Preview stages, files, deliverables, task progress, or approval requests to be published to the client portal.

Read first

project.client_portal_state.get, project.files.list, project.milestones.list

Governance

Client-visible content must be approved by an authorized person.

Safety

Prevent internal comments, costs, or unfinished files from being exposed.

project.milestone_invoice.preview

preview

Preview invoice amount, contract terms, client approval, tax, and accounting sync impact after milestone completion.

Read first

project.milestones.list, project.client_portal_state.get, project.expenses.list

Governance

Confirm milestone completion and client/internal approval before invoicing.

Safety

Do not invoice before conditions are met; prevent duplicate invoicing.

project.closeout_report.preview

preview

Preview close-out report with milestones, outcomes, files, sign-offs, time/costs, risks, and follow-ups.

Read first

project.project.get, project.milestones.list, project.files.list, project.time_logs.list, project.expenses.list, project.decisions.list

Governance

Project lead approval required before formal generation or client delivery.

Safety

Exclude internal costs, private comments, and unpublished decisions.

project.project.create

write

Create a project with client, goals, scope, owner, team, stages, budget, and initial status.

Read first

project.brief_to_plan.preview

Governance

Must be created from project lead approved preview.

Safety

Check duplicate projects, permissions, and idempotency.

project.project.update

write

Update project scope, status, priority, owner, delivery date, budget, or client visibility.

Read first

project.project.get, project.schedule_risk.preview

Governance

Scope, delivery date, budget, or client visibility changes require approval.

Safety

Keep change reason and audit; do not silently change confirmed scope.

project.project.create_from_signed_source

write

Create a project from signed quote, order, or contract with linked brief, amount, deliverables, and owner.

Read first

project.signed_sources.list, project.client_brief.get, project.brief_to_plan.preview

Governance

Must confirm source is signed and not already project-linked.

Safety

Do not create projects from draft quotes or unconfirmed orders.

project.workflow_template.upsert

write

Create or update SOP templates, stages, default tasks, roles, dependencies, checkpoints, and delivery standards.

Read first

project.workflow_template.get, project.template_apply.preview

Governance

Template changes affect future projects and require admin approval.

Safety

Keep versions; do not retroactively overwrite active projects.

project.task_batch.create

write

Batch-create tasks, owners, deadlines, dependencies, checkpoints, alerts, and client visibility.

Read first

project.task_batch.preview

Governance

Must execute from an approved task batch preview.

Safety

Requires idempotency; check duplicate tasks and invalid owners.

project.task.upsert

write

Create or update one task's description, owner, deadline, priority, dependencies, acceptance criteria, and visibility.

Read first

project.task.get, project.assignment.preview

Governance

Material deadline, owner, or client-visible changes require approval.

Safety

Do not overwrite completed task outcomes.

project.task.status_update

write

Update task state, progress, blocker, field update, completion percentage, or next step.

Read first

project.task.get, project.dependencies.list

Governance

Owners may update routine progress; completion or blocker resolution follows workflow confirmation.

Safety

Status changes need timestamp and actor; do not skip required predecessors.

project.dependency.upsert

write

Create or update task dependencies, blockers, critical path markers, and delay propagation rules.

Read first

project.dependencies.list, project.schedule_risk.preview

Governance

Approval required when delivery date or multi-person tasks are affected.

Safety

Avoid circular dependencies; risk must be recalculated.

project.milestone.upsert

write

Create or update milestones, delivery dates, completion criteria, client sign-off requirements, and billing triggers.

Read first

project.milestones.list, project.schedule_risk.preview

Governance

Delivery date, billing trigger, or client approval changes require approval.

Safety

Do not alter signed-off milestones without audit.

project.milestone.complete

write

Mark milestone complete with deliverables, sign-off, completion date, follow-up tasks, and invoice-ready state.

Read first

project.milestones.list, project.files.list, project.client_portal_state.get

Governance

Required tasks and deliverables must be checked before completion.

Safety

Do not complete milestones with blocking tasks unless an admin approves exception.

project.member.assign

write

Add, remove, or change project member roles, task ownership scope, and permissions.

Read first

project.members.list, project.assignment.preview

Governance

Permission elevation, cross-department, or bulk assignment requires manager approval.

Safety

Do not grant unauthorized members access to sensitive client files.

project.file.attach

write

Attach files, contracts, drawings, photos, reports, or sign-off records to projects or tasks with version and visibility.

Read first

project.files.list, project.file_version.get

Governance

Client-visible or contract files require authorized confirmation.

Safety

Check file type and permissions; avoid overwriting latest version.

project.comment.add

write

Add project or task comments, field updates, blocker notes, client reply summaries, or follow-ups.

Read first

project.task.get, project.comments.list

Governance

Routine comments follow role permission; client-visible comments must be explicit.

Safety

Do not mark private internal comments as client-visible.

project.decision.record

write

Record confirmed decisions, change requests, approval results, impact scope, source, and owner.

Read first

project.decisions.list, project.comments.list, project.audit_logs.list

Governance

Decisions must be confirmed by an authorized person or client before writing.

Safety

Do not treat AI summaries as confirmed decisions.

project.client_approval.request

write

Request client or internal approval for stage outcomes, files, revisions, or milestones.

Read first

project.client_portal_publish.preview

Governance

Published content and recipients must be confirmed first.

Safety

Avoid sending internal files, costs, or unfinished drafts to clients.

project.client_approval.record

write

Record client or internal approval, rejection, revision request, sign-off time, and attachments.

Read first

project.client_portal_state.get, project.decisions.list

Governance

Approval result must include source, timestamp, and identity verification.

Safety

Do not fabricate client approvals; all sign-offs must be traceable.

project.time_log.create

write

Create time logs for tasks or projects with work notes, date, person, billable state, and approval state.

Read first

project.task.get, project.time_logs.list

Governance

Staff may submit; modifying approved time requires manager approval.

Safety

Prevent duplicate time logs and unreasonable entries.

project.expense.record

write

Record materials, procurement, subcontracting, or travel expenses with receipts, supplier, task, and approval workflow.

Read first

project.expenses.list, project.project.get

Governance

Over-budget or receipt-missing expenses require manager approval.

Safety

Prevent duplicate reimbursement; protect sensitive receipts by permission.

project.alert_rule.upsert

write

Create or update alerts for overdue tasks, upcoming deadlines, blockers, overload, pending client approvals, or cost overruns.

Read first

project.config.get, project.schedule_risk.preview, project.health_summary.get

Governance

Rules affecting many people or clients require manager approval.

Safety

Avoid notification spam; respect frequency and recipient permissions.

project.milestone_invoice.create

write

Create an invoice or accounting-system invoice request from completed and approved milestones.

Read first

project.milestone_invoice.preview

Governance

Finance or authorized owner approval required.

Safety

Requires idempotency; check existing invoices and contract terms.

project.action_request.status

status

Check write request, approval, execution, failure, retry, and audit status for project actions.

Read first

project.audit_logs.list

Governance

Read-only status; tracks batch tasks, client approvals, invoicing, and report generation.

Safety

Status endpoint must not re-execute writes.