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marco-looy

Pega DX MCP Server

by marco-looy

change_to_stage

Navigate a case to any valid stage by providing a stage ID. Automatically retrieves the latest eTag if omitted for efficient operation.

Instructions

Change to a specified stage of a case based on stageID passed. Allows navigation to any valid stage (primary, alternate) within a case workflow. If no eTag is provided, automatically fetches the latest eTag from the case action for seamless operation.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
caseIDYesCase ID. Example: "MYORG-APP-WORK C-1001". Complete identifier including spaces.
stageIDYesStage ID to navigate to (Example: "PRIM1", "ALT1"). a valid stage identifier for the case type.
eTagNoOptional. Auto-fetched if omitted. For faster execution, use eTag from previous response.
viewTypeNoUI resources to return. "none" returns no UI resources (default), "form" returns form UI metadata in read-only review mode, "page" returns full page UI metadata in read-only review mode.none
cleanupProcessesNoWhether to clean up the processes, including assignments, of the stage being switched away from. Default is true. Set to false to opt out of this cleanup feature.
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.
Behavior2/5

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

With no annotations, the description carries full burden. It discloses auto-fetching of eTag but omits critical behaviors like the default cleanup of processes (cleanupProcesses defaults to true) and prerequisites/permissions. The description lacks depth on side effects.

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

Conciseness4/5

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

The description is concise with two sentences, front-loading the purpose. A bit more structure could help, but it is efficient and avoids verbosity.

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

Completeness2/5

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

Given the complexity of 6 parameters including nested sessionCredentials and no output schema, the description is incomplete. It does not explain return values, error conditions, or the effect of the stage change on the case workflow.

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% and the description adds moderate value beyond the schema (e.g., eTag auto-fetch behavior). However, for most parameters like caseID and viewType, the description adds little new information.

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 'Change to a specified stage of a case' using a specific verb and resource. It distinguishes itself from siblings like 'change_to_next_stage' by specifying 'based on stageID passed' and allowing navigation to any valid stage (primary, alternate).

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

Usage Guidelines3/5

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

The description implies usage for manual stage selection but does not explicitly state when to use this tool over alternatives like 'change_to_next_stage'. No when-not-to-use guidance is provided.

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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