# Podio MCP

> Podio Workspace & Task API MCP Server manages all your data operations within Podio. Use it to list organizations, inspect apps, retrieve specific items and tasks by ID, filter large sets of records, or create new content directly from chat. It lets your AI agent manage complex business workflows without leaving your client interface.

## Overview
- **Category:** collaboration
- **Price:** Free
- **Tags:** podio, citrix, workspace-automation, task-management, low-code

## Description

This Podio MCP Server gives your AI agent full access to run complex business processes across your workspace—organizations, spaces, apps, items, and tasks. It lets you manage data operations without leaving your chat client.

### Mapping Your Workspace Structure
To start, you'll need to map out where everything lives. You can use `get_organizations` to list every organization and space you have access to across the entire Podio environment. Once you know which general area you're in, you retrieve specific details on a workspace using `get_space`, fetching detailed information about any unique ID.

### Inspecting and Managing Apps
You can check out how an app is configured with `get_app`. This tool pulls the metadata for a single Podio application, showing you exactly what fields and structures are available inside. 

### Handling Data Records (Items)
When it comes to actual data records—the 'items'—you have three ways to handle them. If you know the ID of an item, `get_item` fetches all its field data for you. You don't wanna guess; this gives you the full contents. If you need a new record created, `add_item` lets your agent drop a brand-new item into any configured Podio app.

Need to look at tons of records? Use `filter_items`. This tool queries records across an entire app using complex criteria—you can ask for something specific like 'Show me all tasks assigned to Bob that are due next week.' Just remember, this function only reads data; it won't change anything in the system.

### Managing Workflows and Tasks
Keeping people accountable is key. You manage actions using task tools. `create_task` allows your agent to generate and log a new task right into the Podio system for tracking work. To check on that work later, you use `get_task`, which pulls up all current details and the status of one specific task ID. This setup lets your AI client keep track of assignments and due dates from a simple chat command.

Essentially, this server gives your agent direct control: it can see the whole structure, read every item or task, filter massive sets of data, and then create new content right where you are working.

## Tools

### add_item
Adds a brand new record (item) to a specified Podio app.

### get_app
Retrieves the configuration and details for one specific Podio application.

### create_task
Creates and logs a new task within the Podio system for tracking work.

### filter_items
Queries records across an app using complex filters; this tool only reads data, it doesn't change anything.

### get_item
Fetches all field data for a single, known item ID within an app.

### get_organizations
Lists all the organizations and spaces you have access to in your workspace.

### get_space
Gets detailed information about a specific Podio space using its unique ID.

### get_task
Retrieves the current details and status of one specific task ID.

## Prompt Examples

**Prompt:** 
```
Show me all the Podio organizations and spaces I have access to.
```

**Response:** 
```
I've retrieved your Podio structure using `get_organizations`. You have access to the 'Sales Operations' and 'Product Development' organizations, which include several active spaces. Which one would you like to explore?
```

**Prompt:** 
```
Get the details for Podio task 987654321.
```

**Response:** 
```
Fetching task details via `get_task`... Task 'Update Client Contract' is currently active. It is assigned to Sarah and is marked as high priority.
```

**Prompt:** 
```
Create a new task 'Review Q4 Report' due tomorrow.
```

**Response:** 
```
I've successfully created the task 'Review Q4 Report' using `create_task`. It has been set with the due date for tomorrow as requested.
```

## Capabilities

### Map the entire Podio structure
Lists all organizations and spaces your account has access to, giving you a complete view of your workspace.

### Check app configuration details
Retrieves metadata for a specific Podio application, letting you know what fields and structures are available within it.

### Read or add data records (Items)
You can fetch the full contents of a single item using `get_item`, or create entirely new items into any configured Podio app.

### Filter large datasets
Queries records across multiple apps based on complex criteria (e.g., 'Show me all tasks assigned to Bob that are due next week'). This uses `filter_items` and only reads data.

### Manage actionable tasks
Creates, retrieves, and updates task records so your team stays accountable right from the chat interface.

## Use Cases

### Finding a list of all active projects
A Project Lead needs an overview. They ask their agent to use `get_organizations` first. The agent returns the available structures, allowing the lead to select specific areas and then run `filter_items` on those spaces to pull out only items marked 'Active' from all relevant apps.

### Logging a new client meeting summary
An Ops Manager attends a call. Instead of logging into Podio, navigating the correct app, and filling out fields manually, they prompt their agent: 'Add an item to the Client Leads app with details X, Y, and Z.' The agent executes `add_item` using the precise schema.

### Checking if a critical task is assigned
A manager needs status updates. They ask: 'What's the status of the Q3 budget review for Sarah?' The agent runs `get_task` with the specific ID, instantly returning assignment details and priority level without needing to click into the project board.

### Mapping out a new department structure
A developer needs to know what Podio structures exist. They prompt: 'List all organizations I can see.' The agent runs `get_organizations`, providing the top-level view necessary for them to start building an integration that respects the hierarchy.

## Benefits

- **Centralized Data Access:** Don't jump between tabs. Use `get_organizations` to list all available spaces, then use `get_space` to get details—all in one conversation thread. This saves hours of manual navigation.
- **Targeted Filtering:** Instead of building complex filters inside the Podio UI, ask your agent to run `filter_items`. You can specify exactly what you need (e.g., 'All items where Status=Pending and Owner=John') and get a clean list back.
- **Instant Record Creation:** Need to log data? Use `add_item` to create new records immediately, specifying all the necessary fields without needing to open the app first. It's fast and structured.
- **Task Accountability:** Keep track of project deliverables by running `create_task`. You can set due dates and assign owners instantly. Then, use `get_task` anytime to check who owns it and its current status.
- **Workflow Visibility:** When you need to know the full context—like checking what fields an app has before writing a script—run `get_app`. It shows you the schema without needing developer access.
- **Contextual Discovery:** You can start broad by listing organizations (`get_organizations`), then narrow down to spaces (`get_space`) and finally get data on specific items or tasks, building context naturally.

## How It Works

The bottom line is: your AI agent talks to Podio directly, executing API actions as if you were logged in and clicking through every page.

1. Subscribe to this server and input your Podio Access Token.
2. Your AI client recognizes the available tools (e.g., `get_organizations`, `filter_items`).
3. You ask a natural language question, and your agent translates it into a sequence of tool calls using the required parameters.

## Frequently Asked Questions

**How do I check all the spaces and organizations in my Podio account?**
Run `get_organizations`. This tool lists every organization and space you have access to, giving you a clear map of your entire workspace structure.

**What is the difference between get_item and filter_items in Podio?**
`get_item` fetches all details for one item when you know its specific ID. `filter_items`, however, queries many items across an app based on criteria (like date or owner), giving you a list of candidates.

**How do I create a new record using the add_item tool?**
You must specify the target Podio App ID and provide all required fields when calling `add_item`. The agent will prompt you for these parameters to ensure data integrity.

**Can I get a list of all available tasks in my workspace?**
Not directly. You must use `get_organizations` or `get_space` first to identify the context, and then run specific filters against items/tasks using `filter_items`.

**I'm setting up a workflow; what should I check first if I use `get_organizations`?**
You must confirm your Podio Access Token has the necessary read permissions for all target organizations. If tokens expire or lack scope, any tool call, including `get_organizations`, will return an authorization error. Always validate token scopes before running complex operations.

**When I use `filter_items`, can I specify which fields to return to avoid transferring excessive data?**
Yes, the underlying API allows you to narrow the payload by requesting specific field names in your filter parameters. This significantly reduces bandwidth usage and improves the speed of large item lookups via `filter_items`.

**Before calling `add_item`, how do I use `get_app` to check the required schema for a Podio app?**
Use `get_app` first; it retrieves the full structure, including all available fields and their data types. This output is essential because you must match the field names and formats when calling `add_item` to prevent creation errors.

**What happens if I try to run `get_item` with a Podio Item ID that doesn't exist?**
The tool returns a specific 404 Not Found error code. You can build logic around this expected failure state, allowing your agent to prompt the user for a corrected ID rather than failing the entire workflow.

**Can I add new data to my Podio apps using this server?**
Yes! Use the `add_item` tool. You can specify the `app_id` and provide a JSON object of fields to create new records instantly.

**How do I search for specific items within an app?**
The `filter_items` tool allows you to perform complex queries. You can filter by tags, field values, or metadata to narrow down your results within a specific `app_id`.

**Can I assign tasks to specific users?**
Absolutely. When using `create_task`, you can provide an array of user IDs in the `responsible` field to assign the task to the right team members.