Bring Portfolio Management
to LlamaIndex
Learn how to connect AdaptiveWork (Clarizen) to LlamaIndex and start using 6 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
GDPR Free for Subscribers
What is the AdaptiveWork (Clarizen) MCP Server?
Connect your AdaptiveWork (formerly Clarizen) account to your AI agent to unlock enterprise-grade project and portfolio management. From tracking high-level project health to creating granular tasks and managing resource availability, your agent handles complex workflows through natural conversation.
What you can do
- Project Portfolio Management — List and audit active projects, check health statuses, and retrieve executive summaries
- Task Orchestration — Create, assign, and update tasks across your project structure to ensure team alignment
- Resource Insights — List organization users and check assignments to optimize team capacity
- Advanced Querying (CZQL) — Run custom Clarizen Query Language commands to retrieve specific data subsets for reporting
- Portfolio Health — Quickly identify project bottlenecks or overdue milestones directly from your chat interface
How it works
1. Subscribe to this server
2. Enter your AdaptiveWork API Key and Server URL
3. Start managing your enterprise projects through Claude, Cursor, or any MCP-compatible client
Who is this for?
- Project Managers — automate task creation and status reporting for large-scale initiatives
- PMO Leaders — audit portfolio health and resource utilization across departments
- Business Analysts — retrieve project data for financial reporting and performance analysis
- Team Leads — quickly update task progress and check team assignments without dashboard fatigue
Built-in capabilities (6)
You must provide a task name and its parent ID. Add a new granular task to a project or parent task structure in AdaptiveWork
Requires the Project ID. Retrieve detailed metadata and progress metrics for a specific AdaptiveWork project
Can filter by state or status in the tool response natively. Retrieve a list of active projects managed within the AdaptiveWork organization
Requires the Project ID. Retrieve the active task list associated with a specific project container ID
Retrieve the list of active organization users in AdaptiveWork to check resource assignments
Requires valid CZQL syntax. Execute advanced Clarizen Query Language (CZQL) commands for custom data retrieval
Why LlamaIndex?
LlamaIndex agents combine AdaptiveWork (Clarizen) tool responses with indexed documents for comprehensive, grounded answers. Connect 6 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
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Data-first architecture: LlamaIndex agents combine AdaptiveWork (Clarizen) tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain AdaptiveWork (Clarizen) tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query AdaptiveWork (Clarizen), a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what AdaptiveWork (Clarizen) tools were called, what data was returned, and how it influenced the final answer
AdaptiveWork (Clarizen) in LlamaIndex
AdaptiveWork (Clarizen) and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect AdaptiveWork (Clarizen) to LlamaIndex through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for AdaptiveWork (Clarizen) in LlamaIndex
The AdaptiveWork (Clarizen) MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 6 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in LlamaIndex only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
How Vinkius secures
AdaptiveWork (Clarizen) for LlamaIndex
Every tool call from LlamaIndex to the AdaptiveWork (Clarizen) MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
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.
How does LlamaIndex connect to MCP servers?
Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
Can I combine MCP tools with vector stores?
Yes. LlamaIndex agents can query AdaptiveWork (Clarizen) tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
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Install: pip install llama-index-tools-mcp