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norman2112

Planview Portfolios Actions MCP Server

by norman2112

get_project_wbs

Fetch a project's Work Breakdown Structure as a nested tree, including schedule dates, status, and constraint details.

Instructions

[LOCAL — nested WBS tree with schedule data. For a flat hierarchy view, Beta MCP's getWorkHierarchy is an alternative.]

Get a project's WBS as a nested, lean tree.

Calls list_work with project.Id .eq {project_id} and rebuilds the parent/child structure into a sorted tree.

Node shape (lean): structureCode, description, depth, place, isMilestone, hasChildren, scheduleStart, scheduleFinish, status, constraintDate, constraintType, and children.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
max_depthNoOptional max tree depth.
project_idYes
include_milestonesNo
Behavior3/5

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

No annotations are provided, so the description carries the full burden. It explains internal behavior (calling list_work and rebuilding tree) and lists output fields, but does not disclose safety (read-only), rate limits, or potential side effects. For a read operation, this is adequate but not fully 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?

The description is well-structured with a note, purpose, implementation detail, and output shape. It is succinct without unnecessary repetition. The local/alternative note adds context but is slightly extraneous.

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 output schema, the description provides a detailed node shape and explains the tree reconstruction logic. Missing details like pagination or error handling, but for a tree-building tool, it covers key aspects adequately.

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 low (33%), but the description adds meaning for project_id by showing its usage in the query. max_depth has schema description. include_milestones is mentioned only in schema with a default; the description does not clarify its effect. Overall, partial compensation.

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 retrieves a project's WBS as a nested, lean tree, differentiating it from a flat hierarchy alternative. It specifies it calls list_work and rebuilds parent/child structure, making the purpose unambiguous.

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 a clear alternative (Beta MCP's getWorkHierarchy) for flat views, implying this tool is for nested views. However, it does not explicitly compare with sibling tools like list_work or get_work, leaving some guidance implicit.

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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