# AdaptiveWork (Clarizen) MCP for AI Agents AI Agent Connect > AdaptiveWork (Clarizen) MCP lets your AI agent manage enterprise project portfolios, track task progress, and audit resource availability. It connects directly to your AdaptiveWork account so you can handle complex project management workflows through natural conversation instead of clicking through multiple dashboard tabs. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_TeW7IQPO8SIFovBzrGn3Ua8sgdMlfkxQwTWae87b/ai-agent-connect - **Tags:** portfolio-management, resource-planning, task-tracking, enterprise-planning, project-health, workflow-management ## Description Imagine you're trying to get a status update on a massive portfolio. Usually, that means opening dozens of tabs, checking health statuses, and digging through task lists to see who's actually working on what. With this Connector, you just ask your agent. It pulls the data directly from AdaptiveWork, giving you a clear picture of project health and potential bottlenecks instantly. You can tell your agent to create new tasks, assign them to specific team members, or run custom queries to pull exactly the data you need for a report. It handles the heavy lifting of navigating the enterprise project management interface so you can focus on making decisions. Whether you're auditing resource capacity across departments or updating a specific milestone, this connection brings your project data into your daily chat workflow. It's one of the many tools available in the Vinkius catalog designed to make enterprise software actually usable in a conversation. ## Tools ### list_projects Pull a list of active projects within your organization, filtered by status. You can quickly see which projects are active or completed. ### get_project_details Get detailed metadata and progress metrics for a specific project. This provides a snapshot of how a project is actually moving. ### list_tasks Get the active task list for a specific project container. This helps you see what needs to be done without navigating deep into folders. ### create_task Add a new granular task to a project or a parent task structure. You can create work items on the fly during a chat. ### list_users Get the list of active organization users to check resource assignments. This helps you see who is already booked or available. ### run_query Execute custom Clarizen Query Language (CZQL) commands for specific data retrieval. This lets you pull exact data for custom reports. ## Prompt Examples **Prompt:** ``` List all active projects with a 'Critical' health status. ``` **Response:** ``` I've found 3 active projects currently in 'Critical' health: **Project Alpha**, **Cloud Migration**, and **ERP Upgrade**. Would you like to see the overdue tasks for these projects? ``` **Prompt:** ``` Create a new task named 'Review Budget' in 'Project Alpha'. ``` **Response:** ``` I've successfully created the task **Review Budget** within **Project Alpha**. * **Task ID:** T-98765 * **Status:** New Would you like to assign it to a specific team member? ``` **Prompt:** ``` Run a CZQL query to find all tasks assigned to 'John Doe'. ``` **Response:** ``` I've executed the query. **John Doe** is currently assigned to **8 tasks** across **3 projects**. Here are the details: * Task A (Due: Oct 12) * Task B (Due: Oct 15) * ... (6 more tasks) ``` ## Capabilities ### Audit project portfolios See a high-level view of all active projects and their current health statuses. ### Create and assign tasks Add new work items to specific projects or parent task structures from your chat. ### Check resource availability View organization users and see who is currently assigned to which projects. ### Run custom CZQL queries Pull specific data subsets using your own custom Clarizen Query Language commands. ### Track project progress Get detailed metadata and progress metrics for any specific project in your organization. ## Use Cases ### Identifying project risks A PM needs to know which projects are at risk. Ask the agent to list projects with 'Critical' health and get a summary of blockers. ### Onboarding team members Use create_task to add a 'Review Budget' task to a project and assign it to a specific person during a kickoff meeting. ### Resource planning for new work Use list_users and run_query to see who has the bandwidth to take on new work before assigning any new tasks. ### Monthly financial reporting Use run_query to pull specific project data subsets for a custom report for the executive team. ## Benefits - Stop clicking through tabs to find project health by using list_projects to get a high-level overview instantly. - Speed up task management by using create_task to add work items to specific project structures from your chat. - Get immediate answers on team capacity by using list_users to see who is assigned to what across the org. - Access specific data for reports quickly with run_query to execute custom CZQL commands without manual filtering. - Stay on top of project milestones by using get_project_details to pull progress metrics for any specific project. ## How It Works The bottom line is you get a conversational interface for your entire AdaptiveWork project portfolio. 1. Subscribe to this Connector and enter your AdaptiveWork API Key and Server URL. 2. Connect the Connector to your preferred AI client like Claude or Cursor. 3. Ask your agent to list projects, create tasks, or run CZQL queries. ## Frequently Asked Questions **Can the AdaptiveWork (Clarizen) MCP manage my project tasks?** Yes, you can use it to create, list, and update tasks within your project structure through your AI agent. **How does the AdaptiveWork (Clarizen) MCP help with resource planning?** It lets you list all organization users and check their current assignments to see who is available for new work. **Can I use the AdaptiveWork (Clarizen) MCP to run custom reports?** Yes, you can use it to execute custom CZQL commands to pull specific data subsets for your reporting needs. **Does the AdaptiveWork (Clarizen) MCP work for portfolio management?** It allows you to list active projects and retrieve executive summaries to monitor the health of your entire portfolio. **Is the AdaptiveWork (Clarizen) MCP good for finding project bottlenecks?** You can quickly identify overdue milestones and project health statuses without manually digging through dashboards. **Can I use the AdaptiveWork (Clarizen) MCP to get project metadata?** Yes, it can pull detailed progress metrics and metadata for any specific project ID you provide. **How do I find my AdaptiveWork API Key?** Log in to AdaptiveWork, go to **Settings** > **Extensions**. You can generate or retrieve your API key from the API section. Make sure your user profile has 'API User' permissions enabled. **What is CZQL?** CZQL (Clarizen Query Language) is a SQL-like language used to query the AdaptiveWork database. It allows for complex filtering, sorting, and data retrieval across all your entities. **Can I manage multiple project locations?** Yes! Use the `list_projects` tool to view all projects across your entire organizational structure, regardless of their location or department.