Pega DX MCP Server

Enabling conversational interaction with Pega Infinity™ applications

This package transforms Pega Infinity™ interactions into intuitive, conversational experiences through the Model Context Protocol. By bridging Pega DX API with natural language interfaces, it enables GenAI Agents, IDEs, and other MCP-enabled tools to interact with Pega Infinity™ applications using simple, human-readable commands.

🧪 Experimental

The Pega DX MCP Server is an experimental project exploring the intersection of Model Context Protocol and Pega Infinity™ capabilities. This is not an official Pegasystems product and is not generally available. All commands, parameters, and other features are subject to change or deprecation at any time, with or without notice. Do not use this MCP server for production functionality. This experiment demonstrates the potential of natural language interfaces for Pega Infinity™ interactions. We welcome feedback and contributions to help shape the future of GenAI-powered business automation.

🌟 Key Features

🤖 Natural Language Interface - Demonstrates conversational case creation: "Create a travel claim for John"
🔌 Plug-and-Play Integration - Experimental compatibility with GenAI Agents, IDEs, and MCP-enabled tools
🧪 Innovation Prototype - Exploring enterprise-grade patterns with comprehensive error handling approaches
📡 API Integration Exploration - Investigating access to cases, assignments, attachments, and data operations
⚡ Performance Research - Experimenting with intelligent caching and optimization strategies
🛡️ Security Framework - Implementing OAuth 2.1 with PKCE and role-based access control patterns

🚀 Quick Start

Prerequisites

Node.js (22+) and npm
Access to Pega Infinity™ (23+) with DX API enabled
OAuth 2.1 client credentials

Installation

# Install from npm (recommended)
npm install -g @marco-looy/pega-dx-mcp

Integration with MCP Clients

Compatible with Claude Desktop, Claude Code, Cline, and many other MCP-enabled applications. Add to your MCP client's configuration file:

{
  "mcpServers": {
    "pega-dx-mcp": {
      "command": "npx",
      "args": ["-y", "@marco-looy/pega-dx-mcp"],
      "env": {
        "PEGA_BASE_URL": "https://your-pega-instance.com",
        "PEGA_CLIENT_ID": "your-client-id",
        "PEGA_CLIENT_SECRET": "your-client-secret"
      }
    }
  }
}

Configuration file locations:

Claude Desktop: See Claude Desktop documentation how to add an MCP Server
Claude Code: See Claude Code documentation how to configure MCP Servers
Cline: See Cline documentation how to edit Cline MCP settings

TIP: Restart your MCP client and confirm the Pega DX MCP tools are available.

🏗️ Architecture

The Pega DX MCP Server bridges GenAI applications with Pega Infinity using the Model Context Protocol:

Pega DX MCP Server Architecture

🛠️ Available Tools

The Pega DX MCP Server provides 61 comprehensive tools organized into 11 functional categories. Each category can be enabled or disabled via environment variables for granular control.

🔧 Tool Configuration

Control which tool categories are loaded using environment variables in your MCP client configuration. All categories are enabled by default - set to "false" to disable:

Example - Only core case management tools enabled:

{
  "mcpServers": {
    "pega-dx-mcp": {
      "command": "npx",
      "args": ["-y", "@marco-looy/pega-dx-mcp"],
      "env": {
        "PEGA_BASE_URL": "https://your-pega-instance.com",
        "PEGA_CLIENT_ID": "your-client-id",
        "PEGA_CLIENT_SECRET": "your-client-secret",
        "PEGA_SERVICE_TOOLS": "true",
        "PEGA_CASETYPE_TOOLS": "true",
        "PEGA_CASE_TOOLS": "true",
        "PEGA_ASSIGNMENT_TOOLS": "false",
        "PEGA_ATTACHMENT_TOOLS": "false",
        "PEGA_DATAVIEW_TOOLS": "false",
        "PEGA_DOCUMENT_TOOLS": "false",
        "PEGA_FOLLOWER_TOOLS": "false",
        "PEGA_PARTICIPANT_TOOLS": "false",
        "PEGA_RELATED_CASE_TOOLS": "false",
        "PEGA_TAG_TOOLS": "false"
      }
    }
  }
}

📋 Complete Tool Inventory

Assignment Tools (9)

get_assignment - Get detailed assignment information
get_assignment_action - Get assignment action details and UI metadata
get_next_assignment - Get next work assignment for user
jump_to_step - Navigate to specific step in assignment flow
navigate_assignment_previous - Navigate to previous step in assignment
perform_assignment_action - Execute assignment actions
recalculate_assignment_fields - Recalculate assignment form fields
refresh_assignment_action - Refresh assignment action form data
save_assignment_action - Save assignment form data without executing

Attachment Tools (7)

add_case_attachments - Attach files/URLs to cases
delete_attachment - Remove attachments from cases
get_attachment - Retrieve attachment content
get_attachment_categories - List available attachment categories
get_case_attachments - List all case attachments
update_attachment - Update attachment metadata
upload_attachment - Upload files as temporary attachments

Case Tools (16)

add_optional_process - Add stage or case-wide optional processes
bulk_cases_patch - Perform actions on multiple cases
change_to_next_stage - Navigate case to next stage
change_to_stage - Navigate case to specific stage
create_case - Create new cases with content
delete_case - Delete cases in create stage
get_case - Retrieve detailed case information
get_case_action - Get case action details and metadata
get_case_ancestors - Get case ancestor hierarchy
get_case_descendants - Get case descendant hierarchy
get_case_stages - List case stages and processes
get_case_view - Get specific case view details
get_case_view_calculated_fields - Calculate case view fields
perform_bulk_action - Execute bulk case operations
perform_case_action - Execute case-wide actions
recalculate_case_action_fields - Recalculate case action fields
refresh_case_action - Refresh case action form data
release_case_lock - Release pessimistic case locks

Case Type Tools (3)

get_case_type_action - Get case type action metadata
get_case_type_bulk_action - Get bulk action metadata for case types
get_case_types - List available case types

Data View Tools (7)

delete_data_record - Delete data records from savable data pages
get_data_objects - List available data objects
get_data_view_count - Get data view result counts
get_data_view_metadata - Get data view metadata and parameters
get_list_data_view - Query list data views with filtering
update_data_record_full - Fully update data records
update_data_record_partial - Partially update data records

Document Tools (2)

get_document - Retrieve document content as base64
remove_case_document - Remove documents linked to cases

Follower Tools (3)

add_case_followers - Add users as case followers
delete_case_follower - Remove case followers
get_case_followers - List case followers

Participant Tools (7)

create_case_participant - Add participants to cases
delete_participant - Remove case participants
get_case_participants - List all case participants
get_participant - Get specific participant details
get_participant_role_details - Get participant role information
get_participant_roles - List available participant roles
update_participant - Update participant information

delete_related_case - Remove case relationships
get_related_cases - List related cases
relate_cases - Create case relationships

Service Tools (1)

ping_pega_service - Test OAuth2 connectivity to Pega Infinity

Tag Tools (3)

add_case_tags - Add tags to cases
delete_case_tag - Remove specific case tags
get_case_tags - List case tags

💬 Usage Examples

Note: The following examples demonstrate envisioned capabilities and planned user experiences. These scenarios represent the experimental goals of this GenAI Innovation project and may not reflect current implementation status.

Creating a Case

User: "Create a new insurance claim for policy #12345"
AI: I'll create a new insurance claim case. What type of claim is this?
User: "Auto accident claim"
AI: ✅ Created auto accident claim case INS-CLAIM-789
    Case ID: INS-CLAIM-789
    Policy: #12345
    Status: Open
    Next step: Provide accident details

Managing Assignments

User: "What's my next assignment?"
AI: You have 3 pending assignments:
    1. Review claim documentation (INS-CLAIM-789) - Due today
    2. Approve travel request (TRAVEL-456) - Due tomorrow
    3. Customer callback (SERVICE-123) - Due in 2 hours
User: "Let me work on the claim review"
AI: ✅ Opening claim documentation review for INS-CLAIM-789
    [Displays relevant case data and required actions]

⚙️ Configuration

Environment Variables

# Pega Infinity Connection
PEGA_BASE_URL=https://your-pega-instance.com

# OAuth 2.1 Authentication
PEGA_CLIENT_ID=your-oauth-client-id
PEGA_CLIENT_SECRET=your-oauth-client-secret

OAuth Setup

Register OAuth Client in your Pega Infinity instance
Configure Scopes for API access
Set Redirect URIs if using authorization code flow
Update Environment with client credentials

For detailed setup instructions, see our Configuration Guide.

🤝 Contributing

Join us in this exciting GenAI Innovation experiment! As an experimental project exploring the future of natural language interfaces for enterprise platforms, we welcome community participation in shaping this innovation journey.

Ways to Contribute

🔬 Experiment Feedback - Share your experiences and insights from testing the prototype
💡 Innovation Ideas - Contribute to the GenAI Innovation roadmap with creative suggestions
🐛 Issue Reports - Help identify challenges in this experimental project
🔧 Code Contributions - Contribute to the codebase and proof-of-concept features
📖 Documentation - Help document learnings and experimental outcomes
🧪 Testing & Validation - Participate in testing new experimental capabilities

Development Setup

# Fork and clone the repository
git clone https://github.com/your-username/pega-dx-mcp.git
cd pega-dx-mcp

# Install dependencies
npm install

# Create a feature branch
git checkout -b feature/your-feature-name

# Make changes and test
npm test

# Submit pull request

Guidelines

Follow our Code of Conduct
Ensure tests pass and add new tests for features
Update documentation for any API changes
Use conventional commit messages

📄 License

Licensed under the Apache License, Version 2.0. See LICENSE for details.

This server cannot be installed

security - not tested

license - permissive license

quality - not tested

How are these scores calculated?

hybrid server

The server is able to function both locally and remotely, depending on the configuration or use case.

Transforms complex Pega Platform interactions into intuitive, conversational experiences by exposing Pega DX APIs through the standardized Model Context Protocol, enabling AI applications to interact with Pega through natural language.

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