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customplanview MCP server

customplanview MCP server

by rushireddy143
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planview_list_portfolios

List portfolios from Planview Portfolios Enterprise to review portfolio data, with optional status filtering and pagination controls.

Instructions

List portfolios from Planview Portfolios Enterprise.

Tool call template

This tool declares no required parameters. Add optional parameters from the input schema as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {},
    "name": "planview_list_portfolios"
  }
}

Input Schema

NameRequiredDescriptionDefault
limitNoMaximum number of portfolios to return.
offsetNoNumber of portfolios to skip.
statusNoOptional tenant-defined portfolio status filter.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.1.0

TDQS

C2.9/5.0
Behavior2/5

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

No annotations are provided, so the description carries the full behavioral burden, and it discloses almost nothing. It does not state that this is a read-only operation, does not mention pagination semantics or ordering, and does not note any tenant/permission requirements.

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?

A single front-loaded sentence with no filler or repetition. It is efficient, though the brevity borders on under-specification rather than genuine tightness.

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?

With no annotations and no output schema, the description should explain the return shape (list of portfolio records), pagination behavior, and how results relate to sibling tools. None of that is present, leaving the agent under-informed for a tool it must route correctly.

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 every parameter (limit, offset, status) is already documented in the input schema, and the description adds no further meaning such as default page size behavior or status value syntax. Baseline 3 applies when the schema does the heavy lifting.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb+resource: 'List portfolios from Planview Portfolios Enterprise.' An agent can tell it enumerates portfolios. However, it does nothing to differentiate itself from the sibling planview_search_portfolios, which plausibly also returns portfolios.

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

Usage Guidelines2/5

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

There is no guidance on when to use this versus planview_search_portfolios or planview_get_portfolio, nor any stated prerequisite or exclusion. The agent must infer the distinction purely from the tool names.

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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