Skip to main content
Glama
norman2112

Planview Portfolios Actions MCP Server

by norman2112

read_task

Read a task's full data from Planview Portfolios by providing a task key in key://, search://, or ekey:// format.

Instructions

[LOCAL — SOAP task read by key. For reading tasks with custom attributes by project or task ID, Beta MCP's getTasksByProjectIds or getTasksByTaskIds may be richer.]

Read a task by key using SOAP TaskService.

Reads a task from Planview Portfolios using the SOAP API.

Args: task_key: Task key URI in key://, search://, or ekey:// format

Returns: Dict with task data (full TaskDto2)

Raises: PlanviewValidationError: If task_key is invalid PlanviewNotFoundError: If task is not found PlanviewAuthError: If authentication fails PlanviewError: For other errors

Example: task_key: "key://2/$Plan/12345" or: "ekey://2/namespace/task-1" or: "search://2/$Plan?description=Task Name"

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
task_keyYeskey://, search://, or ekey://
Behavior5/5

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

Without annotations, the description fully discloses the behavior: it uses SOAP API, reads by key, returns a TaskDto2 dict, and raises specific errors (PlanviewValidationError, PlanviewNotFoundError, etc.). No destructive action implied.

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 front-loaded with context and alternatives, then explains usage and errors. While thorough, it is slightly verbose with the full error list and example block; could be tightened slightly but still effective.

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

Completeness5/5

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

For a simple read tool with one parameter and no output schema, the description covers purpose, usage guidelines, parameter semantics, error handling, and return type. Nothing essential is missing.

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

Parameters5/5

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

Schema coverage is 100% with one parameter (task_key). The description adds significant value by providing the exact formats (key://, search://, ekey://) and concrete examples, going beyond the schema's minimal description.

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 reads a task by key using SOAP API, with a specific verb ('read') and resource ('task'). It distinguishes itself from siblings by noting that for richer queries with custom attributes, other tools should be used.

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

Usage Guidelines5/5

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

Explicitly provides when to use this tool (reading by key) and when to use alternatives (getTasksByProjectIds or getTasksByTaskIds for custom attributes). Also notes the SOAP nature and key formats.

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

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/norman2112/portfoliosMCP'

If you have feedback or need assistance with the MCP directory API, please join our Discord server