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marco-looy

Pega DX MCP Server

by marco-looy

upload_attachment

Upload a file to Pega as a temporary attachment (auto-expires in 2 hours) that can be linked to a case. Supports file path, base64, or URL input.

Instructions

Upload a file to Pega as a temporary attachment that can later be linked to cases. Creates a temporary attachment instance that auto-expires after 2 hours if not linked. Supports multiple input methods for cross-client compatibility.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
filePathNoPath to file on local filesystem (preferred for desktop clients like Cline). Example: "/home/user/document.pdf" or "C:\Users\user\file.txt"
fileContentNoBase64-encoded file content (for web clients or when file system access is restricted). Use this when filePath is not available.
fileUrlNoURL to file that can be fetched (http://, https://, file://, data:// schemes). Alternative when direct file access is not possible.
fileNameNoOriginal filename with extension (required when using fileContent or fileUrl). Example: "report.pdf", "image.jpg"
mimeTypeNoMIME type override (auto-detected from filename/content if not provided). Example: "application/pdf", "image/jpeg"
appendUniqueIdToFileNameNoWhether to append a unique identifier to the filename to prevent naming conflicts. Pega will add timestamp-based unique ID to filename.
contextIDNoCase ID to associate the upload with at storage level. Example: "MYORG-APP-WORK C-1001". Recommended when uploading a file that will be linked to a specific case via perform_assignment_action.
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 carries full burden. It adds the auto-expiry behavior and multiple input methods, but does not disclose authentication requirements, return values, or side effects. The schema descriptions cover some behaviors, but the description itself is minimal.

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?

The description is three sentences, front-loaded with purpose and key behavioral detail, with no wasted words. It earns its place.

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 (8 params, nested objects, no output schema), the description lacks return value information, error handling, and authentication context. It provides the auto-expiry detail but is insufficient for full understanding.

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 description coverage is 100%, so baseline is 3. The description does not add significant meaning beyond the schema; the mention of 'multiple input methods' is already evident from the parameters.

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 the tool uploads a file as a temporary attachment that can later be linked to cases, with an explicit verb and resource. It distinguishes from sibling tools like add_case_attachments by noting the temporary nature and auto-expiry.

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?

The description provides clear context by stating the attachment is temporary and expires after 2 hours if not linked, implying it should be used for uploads intended for later linking. However, it does not explicitly name alternatives or state when not to use it, leaving some ambiguity.

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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