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marco-looy

Pega DX MCP Server

by marco-looy

navigate_assignment_previous

Navigate back to the previous step in a multi-step form or screen flow assignment. Optionally update fields and attachments while moving backward.

Instructions

Navigate back to the previously visited step in a screen flow or multi-step form assignment. If no finalETag.trim() is provided, automatically fetches the latest finalETag.trim() from the assignment for seamless operation. Jumps to the previously visited navigation step from the current step. For multi-step forms and screen flows, navigation path steps are determined by the Enable navigation link checkbox. Returns assignment details with navigation breadcrumb information under uiResources when viewType is not "none". This operation requires an finalETag.trim() from a previous assignment API call for optimistic locking.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
assignmentIDYesAssignment ID. Format: ASSIGN-WORKLIST {caseID}!{processID}. Example: "ASSIGN-WORKLIST MYORG-APP-WORK C-1001!PROCESS""ASSIGN-WORKLIST PBANK-LOAN-WORK V-76003!REVIEW_FLOW". a complete assignment identifier that uniquely identifies the specific assignment instance.
eTagNoOptional. Auto-fetched if omitted. For faster execution, use eTag from previous response.
contentNoOptional map of scalar properties and embedded page properties to be set during navigation. Only fields that are part of the assignment view can be modified. Field names should match property names defined in the Pega application. Values will be applied when navigating to the previous step.
pageInstructionsNoOptional list of page-related operations for embedded pages, page lists, or page groups. Required for setting embedded page references. Only pages included in the assignment view can be modified.
attachmentsNoOptional list of attachments to be added to or deleted from specific attachment fields during navigation. Each attachment entry specifies the operation (add/delete) and attachment details. Only attachment fields included in the assignment view can be modified.
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. Navigation breadcrumb information is included under uiResources when not "none".none
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.

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. Changed12 schema fields changedv1.0.0
    • changedInput schema / properties / assignmentID / description
      Previous value: -"Full handle of the assignment to navigate. Format: ASSIGN-WORKLIST {caseID}!{processID}. Example: \"ASSIGN-WORKLIST PBANK-LOAN-WORK V-76003!REVIEW_FLOW\". Must be a complete assignment identifier that uniquely identifies the specific assignment instance."New value: +"Assignment ID. Format: ASSIGN-WORKLIST {caseID}!{processID}. Example: \"ASSIGN-WORKLIST MYORG-APP-WORK C-1001!PROCESS\"\"ASSIGN-WORKLIST PBANK-LOAN-WORK V-76003!REVIEW_FLOW\". a complete assignment identifier that uniquely identifies the specific assignment instance."
    • changedInput schema / properties / eTag / description
      Previous value: -"Required eTag unique value representing the most recent save date time (pxSaveDateTime) of the case. Must be obtained from a previous assignment API call (get_assignment, get_assignment_action, etc.). Used for optimistic locking to prevent concurrent modification conflicts."New value: +"Optional. Auto-fetched if omitted. For faster execution, use eTag from previous response."
    • changedInput schema / properties / pageInstructions / description
      Previous value: -"Optional list of page-related operations to be performed on embedded pages, page lists, or page groups during navigation. Each instruction specifies the operation type and target page structure. Only pages included in the assignment view can be modified."New value: +"Optional list of page-related operations for embedded pages, page lists, or page groups. Required for setting embedded page references. Only pages included in the assignment view can be modified."
    • changedInput schema / properties / pageInstructions / items / description
      Previous value: -"Page operation object with instruction type and target"New value: +"Page operation for embedded pages. Use REPLACE instruction to set embedded page references with full object including pzInsKey. Example: {\"instruction\": \"REPLACE\", \"target\": \"PageName\", \"content\": {\"Property\": \"value\", \"pyID\": \"ID-123\", \"pzInsKey\": \"CLASS-NAME ID-123\"}}"
    • addedInput schema / properties / pageInstructions / items / properties / content
      Added value: +{
      +  "description": "Content to set on the embedded page (required for UPDATE and REPLACE)",
      +  "type": "object"
      +}
    • changedInput schema / properties / pageInstructions / items / properties / instruction / description
      Previous value: -"The type of page instruction to perform"New value: +"Page instruction type. UPDATE (add fields to page), REPLACE (replace entire page), DELETE (remove page), APPEND (add item to page list), INSERT (insert item in page list), MOVE (reorder page list items)"
    • addedInput schema / properties / pageInstructions / items / properties / instruction / enum
      Added value: +[
      +  "UPDATE",
      +  "REPLACE",
      +  "DELETE",
      +  "APPEND",
      +  "INSERT",
      +  "MOVE"
      +]
    • changedInput schema / properties / pageInstructions / items / properties / target / description
      Previous value: -"The target page or page list for the instruction"New value: +"Target embedded page name"
    • addedInput schema / properties / pageInstructions / items / required
      Added value: +[
      +  "instruction",
      +  "target"
      +]
    • addedInput schema / properties / sessionCredentials
      Added value: +{
      +  "description": "Optional 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.",
      +  "properties": {
      +    "accessToken": {
      +      "description": "Direct access token (required for token mode)",
      +      "type": "string"
      +    },
      +    "apiVersion": {
      +      "default": "v2",
      +      "description": "API version (optional, defaults to v2)",
      +      "type": "string"
      +    },
      +    "baseUrl": {
      +      "description": "Pega base URL (required if providing credentials)",
      +      "type": "string"
      +    },
      +    "clientId": {
      +      "description": "OAuth2 client ID (required for OAuth mode)",
      +      "type": "string"
      +    },
      +    "clientSecret": {
      +      "description": "OAuth2 client secret (required for OAuth mode)",
      +      "type": "string"
      +    },
      +    "sessionId": {
      +      "description": "Optional session ID. If not provided, a new session will be created.",
      +      "type": "string"
      +    },
      +    "tokenExpiry": {
      +      "description": "Token expiry in seconds from now (optional for token mode)",
      +      "type": "number"
      +    }
      +  },
      +  "type": "object"
      +}
    • changedInput schema / properties / viewType / description
      Previous value: -"Type of view data 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. Navigation breadcrumb information is included under uiResources when not \"none\"."New value: +"UI 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. Navigation breadcrumb information is included under uiResources when not \"none\"."
    • changedInput schema / required
      Previous value: -[
      -  "assignmentID",
      -  "eTag"
      -]New value: +[
      +  "assignmentID"
      +]
  2. First observed

TDQS

A4.3/5.0
Behavior4/5

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

No annotations provided, but description discloses behavioral traits: optimistic locking via eTag, auto-fetch if omitted, returns breadcrumb info depending on viewType, and ability to set content/attachments during navigation. Could mention potential side effects like data saving, but overall sufficiently transparent.

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?

Description is well-structured with front-loaded purpose and subsequent details. At five sentences, it is slightly verbose but every sentence adds essential information. No redundancy.

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?

Given no annotations, 7 parameters, nested objects, and no output schema, the description covers eTag behavior, navigation mechanism, modification capabilities, and prerequisites. Missing return format details (only mentions breadcrumb under uiResources) but overall comprehensive.

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

Parameters4/5

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

Schema coverage is 100%, but description adds value beyond schema: explains eTag auto-fetch and optimization, clarifies that content/attachments/pageInstructions are for modification during navigation, and defines viewType impact on UI resources. Schema descriptions are present but description enhances utility.

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?

Description clearly states the tool navigates to the previous step in screen flows or multi-step forms, distinguishing it from siblings like jump_to_step. It also explains automatic eTag fetching for seamless operation, making the purpose specific and actionable.

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?

Provides context on when eTag auto-fetch is used and mentions optimization, but does not explicitly state when not to use this tool or compare with alternatives like jump_to_step. Still, the usage context is clear.

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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