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Rillsoft Project MCP server

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Open RIS portfolio

rillsoft_portfolio_ris_open
DestructiveIdempotent

Opens a portfolio from the Rillsoft Integration Server, loading all or selected projects and replacing the current document so you can work across projects as in a single project.

Instructions

Opens a portfolio of the logged-in client from the Rillsoft Integration Server - all of its projects or a subset - and replaces the current document with a portfolio: the tools work there as in a single project, with the limits of the user interface (nothing directly below the portfolio, no task or subproject changes its project, a dependency across the project boundary becomes a RIS link, no baseline, no 'save as'; documents of the loaded projects can be listed, downloaded, updated and deleted, not created). Projects with a foreign resource pool or that cannot be read are left out and named in skipped. With unsaved changes pending, discardChanges:true is required. Saving goes back through rillsoft_portfolio_ris_save; a portfolio file is opened through rillsoft_portfolio_file_open instead. No undo step - the command history starts over. Runs with the login of the desktop session.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
lockNooptimistic (the default) takes no locks; pessimistic locks every loaded project that is not read-only on the server for this user until another document is opened - where a lock is already held by someone else, note[] says sooptimistic
projectIdsNosubset of the portfolio's projects to load; missing = every project, ordered by start date
portfolioIdYesid of the portfolio, from rillsoft_portfolio_ris_list
discardChangesNotrue = discard unsaved changes of the current document
readOnlyProjectIdsNoprojects to open read-only inside the portfolio (no lock, left out by rillsoft_portfolio_ris_save); must be among the loaded ones

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
wbsYesWBS code
lockYeslock mode the projects were opened with
nameYesname of the portfolio
noteNohints of the loader, such as locks that were not granted; missing when there were none
uuidYesUUID of the element
startYesstart, DD.MM.YYYY hh:mm
finishYesfinish, DD.MM.YYYY hh:mm
numberYesnumber of the element; unique even for split tasks
skippedNoprojectIds that were requested but not loaded - a foreign resource pool or an unreadable project; missing when none
clientIdYesid of the client the portfolio belongs to
projectsYesthe projects that were loaded, in display order
isCombineYestrue = a summary project
portfolioYesalways true
portfolioIdYesid of the portfolio on the server

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv10.0.626

TDQS

A4.4/5.0
Behavior5/5

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

Goes well beyond the annotations: it discloses that the current document is replaced, the UI-imposed limits (nothing directly below the portfolio, cross-project dependencies become RIS links, no baseline, no 'save as'), which operations work on loaded project documents (list/download/update/delete, not create), that unreadable/foreign-pool projects are omitted and named in 'skipped', the discardChanges requirement, and that there is no undo because command history restarts. Matches the destructiveHint=true / idempotentHint=true annotations.

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?

Front-loaded with the core action, then dense but information-bearing caveats. The long parenthetical is heavy but each clause (limits, skipped projects, discardChanges, save path, undo) earns its place; only minor tightening is possible.

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 complex state-mutating tool with an output schema already present, the description covers side effects, limits, locking implications, skip behavior, the discardChanges prerequisite, redirects to the correct sibling tools, and the loss of undo. Nothing an agent needs in order to call it correctly is missing.

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 the schema already documents lock, projectIds, discardChanges and readOnlyProjectIds. The description reinforces discardChanges:true behavior and references 'skipped', but adds little semantic detail beyond what the parameter descriptions already carry; baseline 3 applies.

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?

States a specific verb (Opens) and resource (portfolio of the logged-in client from the Rillsoft Integration Server), and explicitly distinguishes itself from siblings rillsoft_portfolio_file_open (opens a file) and rillsoft_portfolio_ris_save (saving). An agent can tell exactly what this does and how it differs from adjacent tools.

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?

Names the alternatives and when they apply ('Saving goes back through rillsoft_portfolio_ris_save; a portfolio file is opened through rillsoft_portfolio_file_open instead') and gives the condition for discardChanges:true. Clear context, though it stops short of an explicit 'use this when / not when' framing.

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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