# AdaptiveWork MCP for AI Agents MCP

> AdaptiveWork (Clarizen) MCP lets your AI agent manage complex enterprise project portfolios directly from natural conversation. Instead of clicking through multiple dashboards, you tell it what you need—from auditing entire departments' resource capacity to generating customized reports using advanced query language. It handles the full lifecycle of project planning and execution.

## Overview
- **Category:** productivity
- **Price:** Free
- **Tags:** portfolio-management, resource-planning, task-tracking, enterprise-planning, project-health, workflow-management

## Description

Managing large-scale projects requires juggling dozens of moving parts: who owns what, when is it due, and how healthy is the overall portfolio? This MCP connects your AI agent directly into AdaptiveWork (formerly Clarizen), giving you a single point of control for all enterprise project needs. Your agent doesn't just read data; it performs actions, letting you manage everything from high-level program health checks down to creating granular tasks and optimizing team assignments.

Because this MCP lives on the Vinkius catalog, you connect your preferred AI client once and gain access to this full suite of project tools. You can audit active projects, check resource utilization across departments, or even run custom data queries for financial reporting—all without leaving your chat interface. It's about doing the work, not fighting the UI.

## Tools

### list_tasks
Retrieves a list of tasks linked to a single, specified project container ID.

### list_projects
Pulls a comprehensive list of all currently active projects within the AdaptiveWork organization.

### get_project_details
Retrieves deep metadata and progress metrics for one specific project ID.

### create_task
Adds a new, granular task to an existing project or parent task structure.

### list_users
Retrieves the full roster of active organization users and their current assignments in AdaptiveWork.

### run_query
Executes custom, complex data retrieval commands using the specific Clarizen Query Language syntax.

## Prompt Examples

**Prompt:** 
```
Show me all projects that are currently behind schedule and who their lead contacts are.
```

**Response:** 
```
**Project Status Report: Delayed Initiatives**

*   **Cloud Migration:** Overdue by 3 weeks. Lead: Sarah K.
*   **ERP Upgrade:** Milestone 'Module Testing' missed. Assigned to: Tech Team B.
*   **Q4 Marketing Launch:** Task 'Final Sign-Off' is blocked. Contact: Mark R.

I recommend checking the specific project details for Module Testing.
```

**Prompt:** 
```
How many people are assigned to tasks this month that I haven't spoken to in a while?
```

**Response:** 
```
**Resource Engagement Check**

| User Name | Projects Assigned | Last Activity Date |
| :--- | :--- | :--- |
| David L. | 3 | 2024-07-15 |
| Maria G. | 1 | 2024-06-01 |

Maria hasn't touched anything since June. You might need to check in with her.
```

**Prompt:** 
```
What were the total hours spent on Project Alpha versus Project Beta last month?
```

**Response:** 
```
**Project Spend Comparison (Last 30 Days)**

```markdown
| Project | Total Hours Logged |
| :--- | :--- |
| Project Alpha | 480 hrs |
| Project Beta | 215 hrs |
```

The data shows a significant difference. Would you like me to run a query for Q3 instead?
```

## Capabilities

### Audit Project Statuses
Get a comprehensive list of all active projects and determine their current health status.

### Assign and Update Tasks
Create new, detailed tasks and update assignments across any project structure.

### Identify Resource Gaps
Review the entire organization's roster to check which team members are available or over-assigned.

### Run Custom Data Reports
Execute complex, custom data queries using advanced language syntax for specific reporting needs.

## Use Cases

### Auditing Portfolio Health Before QBRs
The PMO Leader needs a quick snapshot of risk. They ask their agent, 'Show me all projects marked as high-risk.' The agent uses the listing tools to audit active projects and identifies bottlenecks or overdue milestones immediately.

### Onboarding New Team Members
A new team lead needs to know who reports to whom. They ask their agent for resource insights, which runs 'list_users' and shows the full roster and current assignment load across departments.

### Creating a Milestone Task Set
The Project Manager realizes a key deliverable is missing. Instead of logging into the system, they ask their agent to create a task named 'Final Budget Review' within the existing project structure using 'create_task'.

### Generating Quarterly Performance Reports
A Business Analyst needs data on resource allocation by department for finance. They run a custom report via 'run_query', pulling specific, targeted metrics that standard dashboards can't provide.

## Benefits

- Stop bouncing between dashboards. You can list projects, check their health status, and get an executive summary in one conversation.
- Keep your team aligned by using the 'create_task' tool to instantly assign new work items across different project structures.
- Optimize capacity planning by calling 'list_users' to see exactly who is available and where assignments are falling short.
- Ditch manual reporting. Use the advanced query command, 'run_query', to pull custom data subsets for any financial or performance audit.
- Get a full view of project scope using 'get_project_details', giving you instant access to progress metrics without digging through settings.
- Quickly map out all current work by using 'list_projects' to see every active initiative across the organization.

## How It Works

The bottom line is that you treat complex project management workflows like talking to an expert teammate, not filling out web forms.

1. Subscribe to this MCP and provide your AdaptiveWork API key and Server URL.
2. Connect the service credentials to your AI client (like Cursor or Claude).
3. Ask your agent a natural language question, like 'What projects are flagged as critical?' The agent executes the necessary actions and returns structured data.

## Frequently Asked Questions

**How does the AdaptiveWork MCP help manage project portfolios?**
It gives you an AI-driven overview of every active project, allowing you to quickly check overall portfolio health and find bottlenecks without clicking through dozens of dashboards.

**Can I use the AdaptiveWork MCP to track team workload or capacity?**
Yes. You can audit your organization's roster using this MCP to see who is assigned what and if any resource groups are over-allocated, helping you plan staffing accurately.

**Do I need to know specific project IDs to use the AdaptiveWork MCP?**
No. You can start broad by asking for a list of all projects first. Once you have the name or ID, your agent handles the specifics for tasks and details.

**What if I need data that isn't on the main dashboard?**
You can use its advanced querying capabilities to run custom reports. You just tell it what metrics you need—like total hours or specific task counts—and it pulls that raw data for you.

**Is this MCP useful if my company uses multiple project tools?**
This MCP is designed to manage the structure within AdaptiveWork. It consolidates all project, resource, and task information in one place through your AI agent.