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marco-looy

Pega DX MCP Server

by marco-looy

bulk_cases_patch

Apply a case-wide action to multiple Pega cases in a single request using the PATCH API. Supports synchronous execution in Infinity and asynchronous in Launchpad.

Instructions

Perform case action on multiple cases simultaneously using PATCH /api/application/v2/cases endpoint. In Infinity, actions are performed synchronously. In Launchpad, actions are performed asynchronously in the background. Only supports case-wide actions that update cases directly - assignment-level actions like Transfer and Adjust Assignment SLA are not supported.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
actionIDYesAction ID for case/stage action (Example: "pyUpdateCaseDetails", "pyApproval"). CRITICAL: Action IDs are CASE-SENSITIVE and have no spaces even if display names do ("Edit details" → "pyUpdateCaseDetails"). Use get_case to find correct ID from availableActions array - use "ID" field not "name" field. This action must be a case-wide action that updates cases directly.
casesYesArray of case objects to perform the action on. Each case object must contain an ID property with the full case handle. Cannot be empty.
runningModeNoExecution mode for Launchpad only. "async" schedules the action to be performed in the background rather than immediately. Not applicable for Infinity which always executes synchronously. Currently, only async runningMode is implemented in Launchpad.
contentNoA map of scalar properties and embedded page properties to be set during action execution. Same format as single case action content.
pageInstructionsNoOptional list of page-related operations for embedded pages, page lists, or page groups. Required for setting embedded page references.
attachmentsNoA list of attachments to be added to specific attachment fields during action execution.
sessionCredentialsNoOptional session-specific credentials. If not provided, uses environment variables. Supports two authentication modes: (1) OAuth mode - provide baseUrl, clientId, and clientSecret, or (2) Token mode - provide baseUrl and accessToken.
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations, the description adds some behavioral context (sync/async per platform), but lacks details on error handling, partial failures, or idempotency, leaving gaps for a bulk mutation tool.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Three concise sentences: purpose, platform behavior, and scope limitation. No wasted words, well-structured.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Adequate for a bulk action tool: covers main behavioral distinctions and scope, but lacks details on return values and error handling, which are not compensated by output schema or annotations.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% with detailed parameter descriptions; the tool description adds marginal high-level context that doesn't significantly enhance parameter understanding.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it performs case actions on multiple cases via PATCH endpoint, and specifies the type of actions supported (case-wide, not assignment-level), distinguishing from single-case and other bulk tools.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

It explicitly excludes assignment-level actions, guiding when not to use, but does not name explicit alternative tools like perform_case_action or get_case_type_bulk_action.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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