MCP Tools Reference

This page documents all 78 tools available through the OrgX MCP server, organized by category.

This reference is auto-generated from the MCP server source code and the discovery-first routing aliases used by public MCP clients. To regenerate: pnpm docs:generate

Tool Catalog Overview

Category	Tools	Description
Recommended Entry Points	5	`approve_agent_work`, `delegate_agent_task`, `recall_memory`, …
Decisions	4	`approve_decision`, `get_decision_history`, `get_pending_decisions`, …
Agents	4	`get_agent_status`, `handoff_task`, `recommend_next_action`, …
Memory	1	`query_org_memory`
Initiative Monitoring	1	`get_initiative_pulse`
Entity Management	11	`batch_create_entities`, `batch_delete_entities`, `comment_on_entity`, …
Organization	1	`get_org_snapshot`
Planning	5	`complete_plan`, `get_active_sessions`, `improve_plan`, …
Scoring & Queue	2	`get_scoring_signals`, `score_next_up_queue`
Streams	2	`get_initiative_stream_state`, `update_stream_progress`
Client Integration	8	`check_spawn_guard`, `classify_task_model`, `consolidate_pr`, …
Workspace	1	`workspace`
Onboarding	1	`configure_org`
Stats	1	`stats`
Intelligence Flywheel	7	`get_morning_brief`, `get_my_trust_context`, `get_outcome_attribution`, …
Billing	3	`account_status`, `account_upgrade`, `account_usage_report`
MCP v2 Public Surface	11	`orgx_act`, `orgx_attach`, `orgx_bootstrap`, …
Other	10	`check_execution_readiness`, `configure_outcome_type`, `get_operator_chronicle`, …

Recommended Entry Points

5 tools for recommended entry points operations.

approve_agent_work

Review agent decisions or work items awaiting human approval. Also known as: pending approvals, agent blocked, sign off, review decisions, approve AI work.

string

Decision ID to approve or reject after user confirmation

string

Use list to review pending approvals, or approve/reject a specific decision_id Options: list, approve, reject.

string

Optional approval note

string

Required rejection reason

number

Maximum number of pending decisions to return when listing

string

Optional urgency filter for the pending decision list Options: all, critical, high.

string

Optional initiative UUID to scope pending decisions

Required Scopes: decisions:read, decisions:write Profiles: memory Request:

{
  "tool": "approve_agent_work",
  "args": {}
}

delegate_agent_task

Assign work to a specialist AI agent and track the result. Also known as: hand this off, spawn agent, assign task, delegate to agent, have an AI agent do it.

string

required

Target agent identifier or alias

string

required

Task instructions for the target agent

string

Optional supporting context or background for the task

string

Optional initiative UUID to associate with the spawned task

string

Optional initiative title to resolve automatically if ID is unknown

string[]

Optional final outputs you expect

string

Optional due date or plain-text deadline

string

Optional voice, format, or style constraints

Required Scopes: agents:write Profiles: commander, executor, full Request:

{
  "tool": "delegate_agent_task",
  "args": {
      "agent": "engineering-agent",
      "task": "task_value"
  }
}

recall_memory `read-only`

Search organizational memory for prior decisions, artifacts, project context, and team knowledge. Also known as: search memory, recall decisions, find context, retrieve artifacts, what did we decide.

string

required

Search query for organizational memory

string

Optional scope filter for the memory search Options: all, artifacts, decisions, initiatives.

number

Maximum number of results to return

Required Scopes: memory:read Profiles: memory Request:

{
  "tool": "recall_memory",
  "args": {
      "query": "pricing strategy"
  }
}

remember_decision

Save a decision to organizational memory so agents and teammates can recall it later. Also known as: decision log, team memory, agent memory, record decision, remember what we decided.

string

required

Decision text or short decision title to remember

string

Optional background, rationale, or source context

string

Optional explicit decision title

string

Optional parent initiative UUID

string

Workspace UUID

string

Priority / urgency Options: low, medium, high, urgent.

Required Scopes: initiatives:write, memory:write Profiles: memory Request:

{
  "tool": "remember_decision",
  "args": {
      "decision": "decision_value"
  }
}

track_project_progress `read-only`

Get health, blockers, milestones, owners, and recent activity for a project or initiative. Also known as: project status, initiative pulse, blockers, roadmap progress, execution health.

string

Optional initiative UUID to check

string

Optional initiative title to resolve automatically if ID is unknown

Required Scopes: initiatives:read Profiles: memory Request:

{
  "tool": "track_project_progress",
  "args": {}
}

Decisions

4 tools for decisions operations.

approve_decision

Approve a pending agent decision after explicit user confirmation. Also known as: sign off, approve AI work, unblock agent, accept decision. USE WHEN: user says to approve a decision returned from list_entities with type=decision and status=pending (or the legacy get_pending_decisions alias). NEXT: Confirm approval to user; agent is notified automatically. DO NOT USE: without showing the decision to the user first. Requires decisions:write.

string

required

Decision ID to approve

string

Optional note recorded with the approval

string

Optional decision option id when the decision includes selectable options.

Required Scopes: decisions:write Profiles: v2 Request:

{
  "tool": "approve_decision",
  "args": {
      "decision_id": "dec_abc123"
  }
}

Response:

{
  "decision_id": "dec_abc123",
  "status": "approved",
  "artifact_id": "art_xyz789",
  "resolved_at": "2026-02-26T10:05:00Z"
}

get_decision_history `read-only`

Recall past decisions about a topic, project, customer, feature, or artifact. Also known as: decision log, what did we decide, prior approvals. USE WHEN: older clients still call this tool directly. NEXT: Present results with context; suggest approve_decision or reject_decision if relevant pending ones exist. DO NOT USE: for new prompts or skills. Read-only. Compatibility alias retained for older clients. Prefer query_org_memory with scope=decisions with a topic query for new prompts, skills, and examples.

string

required

Topic or theme to search decision history for

string

Optional initiative UUID to scope decision history

number

Maximum number of historical decisions to return

Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: all Request:

{
  "tool": "get_decision_history",
  "args": {
      "topic": "topic_value"
  }
}

Response:

{
  "decisions": [
    {
      "id": "dec_abc123",
      "type": "approval",
      "status": "approved",
      "resolved_by": "user_123",
      "resolved_at": "2026-02-26T10:05:00Z"
    }
  ],
  "total": 42,
  "cursor": "cur_next"
}

get_pending_decisions `read-only`

List agent decisions and work items awaiting human approval. Also known as: pending approvals, agent blocked, sign off, review decisions, approve AI work. USE WHEN: older clients still call this tool directly. NEXT: Present each decision with title and urgency, then ask which to approve_decision or reject_decision. DO NOT USE: for new prompts or skills. Read-only. Compatibility alias retained for older clients. Prefer list_entities with type=decision and status=pending for new prompts, skills, and examples.

number

Maximum number of decisions to return

string

Optional urgency filter for the pending decision list Options: all, critical, high.

string

Optional initiative UUID to scope pending decisions

string

Optional workspace UUID to scope pending decisions

Required Scopes: initiatives:read Profiles: all Request:

{
  "tool": "get_pending_decisions",
  "args": {}
}

Response:

{
  "decisions": [
    {
      "id": "dec_abc123",
      "type": "approval",
      "title": "Campaign brief ready for Q1 launch",
      "urgency": "high",
      "agent": "marketing-agent",
      "artifact_id": "art_xyz789",
      "created_at": "2026-02-26T10:00:00Z"
    }
  ],
  "total": 4,
  "cursor": null
}

reject_decision

Reject a pending agent decision with guidance after explicit user confirmation. Also known as: request revisions, send feedback, decline decision. USE WHEN: user wants to reject or request revisions on a decision. NEXT: Agent will revise their approach based on the reason. DO NOT USE: without a reason — always include why. Requires decisions:write.

string

required

Decision ID to reject

string

required

Reason for rejecting the decision

string

Optional decision option id when the decision includes selectable options.

Required Scopes: decisions:write Profiles: v2 Request:

{
  "tool": "reject_decision",
  "args": {
      "decision_id": "dec_abc123",
      "reason": "Blocked by external dependency"
  }
}

Response:

{
  "decision_id": "dec_abc123",
  "status": "rejected",
  "resolved_at": "2026-02-26T10:05:00Z"
}

Agents

4 tools for agents operations.

get_agent_status `read-only`

Show current AI agent activity, blocked work, and execution state. Also known as: agent status, what agents are doing, active runs. USE WHEN: user asks about agent activity, progress, or what agents are working on. NEXT: If agents are stuck, suggest approve_decision or entity_action. DO NOT USE: to check initiative health — use get_initiative_pulse instead. Read-only.

string

Optional agent ID to inspect

string

Optional workspace UUID to scope agent status

string

Deprecated alias for workspace_id

string

Optional initiative UUID to scope agent status

boolean

Include idle agents in the response

Required Scopes: initiatives:read Profiles: v2 Request:

{
  "tool": "get_agent_status",
  "args": {}
}

Response:

{
  "agent_type": "engineering-agent",
  "status": "idle",
  "current_task_id": null,
  "completed_tasks": 12,
  "trust_level": "act_with_approval"
}

handoff_task

Reassign work to another specialist AI agent and optionally spawn a new run. Also known as: handoff task, transfer work, change assignee. USE WHEN: a task needs to be reassigned to a different specialist agent. NEXT: Use get_agent_status to confirm the new agent picked up the task. DO NOT USE: for new tasks — use spawn_agent_task instead.

string

required

Task UUID to hand off

string

required

Target agent (e.g., “engineering-agent”, “marketing-agent”)

string

Handoff note: what to do, constraints, context, definition of done

boolean

If true (default), spawn a new agent run for the target agent

Required Scopes: agents:write, initiatives:write Profiles: v2 Request:

{
  "tool": "handoff_task",
  "args": {
      "task_id": "tsk_abc123",
      "agent": "engineering-agent"
  }
}

Response:

{
  "task_id": "tsk_abc123",
  "from_agent": "product-agent",
  "to_agent": "engineering-agent",
  "status": "handed_off"
}

recommend_next_action `read-only`

Recommend what should happen next based on progress gaps, blockers, and execution templates. Pass agent_id or domain for an agent-owned runnable queue instead of the workspace-wide operator queue. Also known as: next best action, prioritize work, unblock project. USE WHEN: user asks what to do next, or needs help prioritizing. NEXT: Execute the recommended action (entity_action, spawn_agent_task, etc.). DO NOT USE: when user already knows what they want to do. Read-only.

string

Entity type to recommend for (default: workspace) Options: workspace, initiative, workstream, milestone.

string

Entity ID. For workspace, use “default” or a workspace ID.

string

Optional workspace ID to scope recommendations (canonical).

string

Deprecated alias for workspace_id.

string

Optional canonical agent ID. When present, only return work assigned to that agent.

string

Optional agent domain used to derive the canonical agent ID when agent_id is omitted. Options: engineering, product, design, marketing, sales, operations, orchestration.

boolean

When true, return only the canonical next task linked to the active goal spine.

number

Max recommendations to return (default 5, max 25)

boolean

If true, refresh recommendations across the entity chain first

Required Scopes: initiatives:read Profiles: v2 Request:

{
  "tool": "recommend_next_action",
  "args": {}
}

Response:

{
  "recommendation": {
    "action": "approve_decision",
    "target_id": "dec_abc123",
    "reasoning": "Campaign brief matches brand guidelines and has strong CTAs.",
    "confidence": 0.92
  }
}

spawn_agent_task

Delegate work to a specialist AI agent and track the assigned task. Also known as: hand this off, assign task, spawn agent, have an agent do it, autonomous work. Automatically checks authorization, rate limits, quality gates, model routing, and budget policy before spawning. Omit model_tier/provider/model to let OrgX auto-route from task complexity; provide them only when the user or verification plan intentionally constrains routing. Returns modelTier, budget, and run details on success, or blockedReason if spawn is denied. USE WHEN: user explicitly wants to delegate work to an agent. NEXT: Use get_agent_status to monitor progress and record_quality_score after reviewing output. DO NOT USE: for creating tasks in the hierarchy — use create_entity type=task instead. Requires agents:write.

string

required

Target agent identifier or alias

string

required

Task instructions for the target agent

string

Optional supporting context or background for the task

string

Optional initiative UUID to associate with the spawned task

string

Optional: Initiative title to resolve automatically if ID is unknown.

string

Optional workstream UUID. Bind the spawned run to an existing IWMT workstream so progress rolls up into the scaffolded hierarchy and the agent inherits workstream context (preferred over relying on domain resolution). Initiative is inferred from the workstream if initiative_id is omitted.

string

Optional milestone UUID under the workstream to bind the spawned run to.

string

Optional task UUID to bind the spawned run to a specific scaffolded task, enabling direct task-level progress rollup. Use create_entity type=task first if the task does not exist yet.

string[]

Optional: Final outputs you expect (e.g., “PRD”, “10 ad images”).

string

Optional: When this is needed by (ISO date or plain text).

string

Optional: Voice/format/style constraints for the agent.

boolean

Optional: If true and safe, wait briefly for the first result before replying.

string

Optional model tier override. Omit to let OrgX auto-route according to task complexity. Use standard for controlled verification runs; use balanced or precision when explicitly selected by the user, policy, or routing decision. Legacy tiers local/sonnet/opus are accepted for older clients. Options: standard, balanced, precision, local, sonnet, opus.

string

Optional exact model identifier when the user explicitly chooses one. Omit to let OrgX resolve the model from task, tier, provider, policy, and budget.

string

Optional provider preference. Use auto unless the user requests a specific provider or the budget/capability comparison has selected one. Options: auto, openai, anthropic, openrouter, groq, local.

string

Optional budget posture override. Omit to let OrgX apply workspace policy. Use cheapest_valid for controlled reliability/validation runs where cost must be pinned while the loop is being proven. Options: cheapest_valid, balanced, highest_quality.

number

Optional per-task hard cost ceiling in USD. If the estimate exceeds this, OrgX should block, downgrade, or ask for approval before dispatch.

string

Where to execute: cloud (default), local (on your machine), local_preferred (try local first), or auto. Options: auto, cloud, local, local_preferred.

string

Preferred execution backend. Use openai for cloud-safe execution, claude for Claude SDK routing, or auto to let OrgX decide. Options: auto, openai, claude.

Required Scopes: agents:write Profiles: v2 Request:

{
  "tool": "spawn_agent_task",
  "args": {
      "agent": "engineering-agent",
      "task": "task_value"
  }
}

Response:

{
  "task_id": "tsk_new123",
  "agent_type": "engineering-agent",
  "status": "queued",
  "estimated_start": "2026-02-26T10:10:00Z"
}

Memory

1 tool for memory operations.

query_org_memory `read-only`

Search team memory, organizational decisions, prior artifacts, and project context across agents. Also known as: search memory, recall decisions, find context, retrieve artifacts, project memory. USE WHEN: user asks about past decisions, context, or knowledge. NEXT: Present relevant results; suggest drill-down with list_entities. Prefer query_org_memory with scope=decisions with a topic query for new prompts, skills, and examples. DO NOT USE: for listing current entities — use list_entities instead. Read-only.

string

required

Search query for OrgX memory

string

Optional scope filter for the memory search Options: all, artifacts, decisions, initiatives.

number

Maximum number of results to return

Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: v2 Request:

{
  "tool": "query_org_memory",
  "args": {
      "query": "pricing strategy"
  }
}

Response:

{
  "results": [
    {
      "type": "artifact",
      "id": "art_xyz789",
      "title": "Q1 Campaign Brief",
      "relevance": 0.95,
      "snippet": "Launch messaging for the Q1 product update..."
    }
  ],
  "total": 3
}

Initiative Monitoring

1 tool for initiative monitoring operations.

get_initiative_pulse `read-only`

Get project health, blockers, milestones, owners, and recent activity for an initiative. Also known as: project status, roadmap progress, execution health, blockers. USE WHEN: user asks how an initiative is going, or wants a status update. NEXT: If blockers exist, suggest entity_action to resolve. For deeper drill-down, use list_entities with initiative_id. DO NOT USE: for org-wide overview — use get_org_snapshot instead. Read-only.

string

Optional: Initiative UUID to check.

string

Optional: Initiative title to resolve automatically if ID is unknown.

Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: v2 Request:

{
  "tool": "get_initiative_pulse",
  "args": {}
}

Response:

{
  "initiative_id": "init_abc123",
  "health": "on_track",
  "progress": 0.65,
  "active_workstreams": 3,
  "blocked_tasks": 0,
  "pending_decisions": 1,
  "last_activity": "2026-02-26T09:30:00Z"
}

Entity Management

11 tools for entity management operations.

batch_create_entities

Create multiple entities in one call with ref-based dependency resolution.

object[]

required

Array of entities to create

Required Scopes: initiatives:write Profiles: all Request:

{
  "tool": "batch_create_entities",
  "args": {
      "entities": []
  }
}

Response:

{
  "created": [
    {
      "ref": "task1",
      "id": "tsk_aaa",
      "type": "task"
    },
    {
      "ref": "task2",
      "id": "tsk_bbb",
      "type": "task"
    }
  ],
  "total": 2
}

batch_delete_entities

Delete multiple entities in one call. Supports cascade and force options.

string[]

required

Entity IDs to delete

boolean

Also delete child entities

boolean

Force delete even if entity has active children

Required Scopes: initiatives:write Profiles: all Request:

{
  "tool": "batch_delete_entities",
  "args": {
      "ids": []
  }
}

Response:

{
  "deleted": [
    "tsk_aaa",
    "tsk_bbb"
  ],
  "total": 2
}

comment_on_entity

Leave a threaded comment on an entity for annotations, concerns, or progress notes.

string

required

Entity ID to comment on

string

required

Comment body (markdown supported)

string

Reply to a specific comment

Required Scopes: initiatives:write Profiles: all Request:

{
  "tool": "comment_on_entity",
  "args": {
      "entity_id": "ent_abc123",
      "body": "This is looking great!"
  }
}

Response:

{
  "comment_id": "cmt_abc123",
  "entity_id": "tsk_abc123",
  "body": "Looking good so far!",
  "created_at": "2026-02-26T10:00:00Z"
}

create_entity

Create a new entity of any type. For full initiative hierarchies, use scaffold_initiative instead.

string

required

Entity type to create Options: workspace, project, initiative, milestone, workstream, task, objective, playbook, decision, artifact, run, blocker, workflow, agent, skill, plan_session, stream, studio_brand, studio_content, video_template.

string

required

Entity title

string

Entity description

string

Parent entity ID

object

Additional metadata

Required Scopes: initiatives:write Profiles: all Request:

{
  "tool": "create_entity",
  "args": {
      "type": "workspace",
      "title": "Q1 Product Launch"
  }
}

Response:

{
  "id": "tsk_new456",
  "type": "task",
  "title": "Design hero section",
  "status": "pending",
  "parent_id": "ws_abc123",
  "created_at": "2026-02-26T10:00:00Z"
}

entity_action

Perform lifecycle actions on any entity (launch, pause, complete, etc.). Use action=list_actions to discover available actions.

string

required

Entity type Options: workspace, initiative, milestone, workstream, task, objective, playbook, decision, stream, studio_content.

string

required

Entity ID

string

Action to perform (launch, pause, complete, etc.). Omit to list available actions.

boolean

Force the action even if preconditions are not met.

string

Optional note attached to the action.

Required Scopes: initiatives:write Profiles: all Request:

{
  "tool": "entity_action",
  "args": {
      "type": "workspace",
      "id": "id_value"
  }
}

Response:

{
  "id": "init_abc123",
  "type": "initiative",
  "action": "launch",
  "previous_status": "pending",
  "new_status": "active",
  "timestamp": "2026-02-26T10:00:00Z"
}

get_task_with_context `read-only`

Fetch a task with hydrated context attachments (entities, artifacts, plan sessions).

string

required

Task ID

Required Scopes: initiatives:read Profiles: all Request:

{
  "tool": "get_task_with_context",
  "args": {
      "task_id": "tsk_abc123"
  }
}

Response:

{
  "task": {
    "id": "tsk_abc123",
    "title": "Build hero section",
    "status": "in_progress"
  },
  "parent": {
    "id": "ws_001",
    "type": "workstream",
    "title": "Frontend"
  },
  "initiative": {
    "id": "init_abc123",
    "title": "Q1 Product Launch"
  },
  "artifacts": [],
  "comments": []
}

list_entities `read-only`

List entities of any type with filters and pagination. Supported types: workspace, project, initiative, milestone, workstream, task, objective, playbook, decision, artifact, run, blocker, workflow, agent, skill, plan_session, stream, studio_brand, studio_content, video_template.

string

required

Entity type to list Options: workspace, project, initiative, milestone, workstream, task, objective, playbook, decision, artifact, run, blocker, workflow, agent, skill, plan_session, stream, studio_brand, studio_content, video_template.

number

Max results (default: 20, max: 100).

string

Pagination cursor.

string

Filter by status.

string

Filter by parent entity ID.

string

Fetch a single entity by ID (with hydrated context when hydrate_context=true).

boolean

Include relationships and rich context.

boolean

Include related entities.

Required Scopes: initiatives:read Profiles: all Request:

{
  "tool": "list_entities",
  "args": {
      "type": "workspace"
  }
}

Response:

{
  "entities": [
    {
      "id": "init_abc123",
      "type": "initiative",
      "title": "Q1 Product Launch",
      "status": "active",
      "created_at": "2026-01-15T00:00:00Z"
    }
  ],
  "total": 3,
  "cursor": null
}

list_entity_comments `read-only`

List comments for an entity. Returns threaded discussion.

string

required

Entity ID

number

Max comments to return

Required Scopes: initiatives:read Profiles: all Request:

{
  "tool": "list_entity_comments",
  "args": {
      "entity_id": "ent_abc123"
  }
}

Response:

{
  "comments": [
    {
      "id": "cmt_abc123",
      "body": "Looking good!",
      "author": "user_123",
      "created_at": "2026-02-26T10:00:00Z"
    }
  ],
  "total": 1
}

scaffold_initiative

Create a complete initiative with workstreams, milestones, and tasks in one call.

string

required

Initiative title

string

Initiative summary

object[]

Workstream definitions with nested tasks

object[]

Milestone definitions

boolean

Auto-launch initiative after creation (default: true)

Required Scopes: initiatives:write Profiles: v2, commander, planner Request:

{
  "tool": "scaffold_initiative",
  "args": {
      "title": "Q1 Product Launch"
  }
}

Response:

{
  "initiative": {
    "id": "init_new789",
    "title": "Q1 Product Launch",
    "status": "active"
  },
  "workstreams": [
    {
      "id": "ws_001",
      "title": "Frontend"
    }
  ],
  "milestones": [
    {
      "id": "ms_001",
      "title": "Beta launch"
    }
  ],
  "tasks": [
    {
      "id": "tsk_001",
      "title": "Build hero section"
    }
  ],
  "total_entities_created": 5
}

update_entity

Update entity fields (title, description, metadata). For status changes, use entity_action.

string

required

Entity type Options: workspace, project, initiative, milestone, workstream, task, objective, playbook, decision, artifact, run, blocker, workflow, agent, skill, plan_session, stream, studio_brand, studio_content, video_template.

string

required

Entity ID

string

New title

string

New description

object

Metadata fields to merge

Required Scopes: initiatives:write Profiles: all Request:

{
  "tool": "update_entity",
  "args": {
      "type": "workspace",
      "id": "id_value"
  }
}

Response:

{
  "id": "tsk_abc123",
  "type": "task",
  "title": "Updated title",
  "updated_at": "2026-02-26T10:00:00Z"
}

verify_entity_completion `read-only`

Run pre-completion verification to confirm all child work is done before completing an entity.

string

required

Entity type Options: workspace, initiative, milestone, workstream, task, objective, playbook, decision, stream, studio_content.

string

required

Entity ID

Required Scopes: initiatives:read Profiles: all Request:

{
  "tool": "verify_entity_completion",
  "args": {
      "type": "workspace",
      "id": "id_value"
  }
}

Response:

{
  "id": "init_abc123",
  "can_complete": false,
  "blockers": [
    {
      "type": "task",
      "id": "tsk_xyz",
      "title": "Pending review",
      "status": "in_progress"
    }
  ]
}

Organization

1 tool for organization operations.

get_org_snapshot `read-only`

Fetch a compact organization snapshot. Returns org-wide overview of initiatives, progress, and health.

string

Response view mode (default: summary). Options: summary, detailed.

string

Filter initiatives by status. Options: active, paused, all.

string[]

Detailed mode payload sections.

number

Max initiatives to return (default: 20, max: 100).

string

Pagination cursor from a previous result.

Required Scopes: initiatives:read Profiles: all Request:

{
  "tool": "get_org_snapshot",
  "args": {}
}

Response:

{
  "workspace": "My Startup",
  "initiatives": {
    "total": 3,
    "active": 2,
    "completed": 1
  },
  "pending_decisions": 4,
  "active_agents": 2,
  "recent_artifacts": 7
}

Planning

5 tools for planning operations.

complete_plan

Complete a planning session and attach implementation details to durable work context. Also known as: finish plan, implementation record, planning handoff. USE WHEN: user finishes building the planned feature. NEXT: Optionally attach to entities via attach_to. DO NOT USE: if the plan session is still in progress.

string

required

Plan session ID

string

Summary of what was built

string[]

List of files modified

object[]

Any deviations from the plan

object[]

Optional: attach this plan session as context on target entities (pointers, not payloads).

Required Scopes: decisions:write Profiles: all Request:

{
  "tool": "complete_plan",
  "args": {
      "session_id": "ps_abc123"
  }
}

Response:

{
  "session_id": "ps_abc123",
  "status": "completed",
  "entities_created": 8,
  "completed_at": "2026-02-26T10:10:00Z"
}

get_active_sessions `read-only`

Find active planning sessions so agents can continue prior planning context. Also known as: resume planning, active plans, planning memory. USE WHEN: resuming a conversation or checking if a plan session exists. NEXT: Continue with improve_plan or complete_plan. Read-only. No parameters required. Required Scopes: Authenticated user Profiles: all Request:

{
  "tool": "get_active_sessions",
  "args": {}
}

Response:

{
  "sessions": [
    {
      "id": "ps_abc123",
      "initiative_id": "init_abc123",
      "status": "active",
      "created_at": "2026-02-26T10:00:00Z"
    }
  ]
}

improve_plan

Improve a plan with AI suggestions based on prior patterns and best practices. Also known as: plan critique, planning feedback, refine roadmap. USE WHEN: user wants feedback on a plan draft. NEXT: Apply suggestions via record_plan_edit. DO NOT USE: without an active plan session — call start_plan_session first.

string

required

Plan session ID

string

required

Current plan content to analyze

Required Scopes: decisions:write Profiles: all Request:

{
  "tool": "improve_plan",
  "args": {
      "session_id": "ps_abc123",
      "plan_content": "plan_content_value"
  }
}

Response:

{
  "session_id": "ps_abc123",
  "suggestions": [
    {
      "type": "add_task",
      "workstream": "Frontend",
      "title": "Add responsive breakpoints",
      "reasoning": "Mobile traffic accounts for 60% of visits."
    }
  ]
}

record_plan_edit

Record a plan edit so OrgX can preserve planning context and learn patterns. Also known as: save plan change, plan memory, planning history. USE WHEN: user modifies their plan during a session. NEXT: Continue editing or call improve_plan for more suggestions. DO NOT USE: without an active plan session.

string

required

Plan session ID

string

required

Type of edit made Options: add_section, remove_section, modify_section, add_detail, change_approach, add_edge_case, add_constraint, reorder, other.

string

Content before edit

string

required

Content after edit

string

Section path like ”## API Design”

string

Why this edit was made

Required Scopes: decisions:write Profiles: all Request:

{
  "tool": "record_plan_edit",
  "args": {
      "session_id": "ps_abc123",
      "edit_type": "add_section",
      "after_content": "after_content_value"
  }
}

Response:

{
  "session_id": "ps_abc123",
  "edit_id": "ed_001",
  "recorded_at": "2026-02-26T10:05:00Z"
}

start_plan_session

Start a multi-agent planning session that breaks a goal into projects, tasks, owners, and agent assignments. Also known as: feature planning, roadmap planning, planning workflow. USE WHEN: user begins planning a new feature or initiative. NEXT: Use improve_plan for suggestions, record_plan_edit to track changes, complete_plan when done. DO NOT USE: for creating initiative hierarchies — use scaffold_initiative instead.

string

required

Name of the feature being planned

string

Initial plan content if any

string

Workspace UUID to scope the planning session. Defaults to current session workspace when omitted.

Required Scopes: decisions:write Profiles: all Request:

{
  "tool": "start_plan_session",
  "args": {
      "feature_name": "feature_name_value"
  }
}

Response:

{
  "session_id": "ps_abc123",
  "initiative_id": "init_abc123",
  "status": "active",
  "created_at": "2026-02-26T10:00:00Z"
}

Scoring & Queue

2 tools for scoring & queue operations.

get_scoring_signals `read-only`

Show raw signal data (blocking decisions, stream conflicts, health, budget, critical path, quality) for scoring. USE WHEN: user wants to understand why items are ranked the way they are in score_next_up_queue. NEXT: Adjust with set_scoring_weights if weights need tuning. Read-only.

string

required

Initiative UUID to gather signals for

string

Optional: filter to a specific workstream

Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: all Request:

{
  "tool": "get_scoring_signals",
  "args": {
      "initiative_id": "init_abc123"
  }
}

Response:

{
  "signals": [
    {
      "name": "urgency",
      "weight": 0.3,
      "description": "Time sensitivity based on deadlines"
    },
    {
      "name": "impact",
      "weight": 0.25,
      "description": "Business value"
    }
  ]
}

score_next_up_queue `read-only`

Run the composite scoring engine and return ranked queue items with factor breakdowns. USE WHEN: older clients explicitly need raw queue scoring output. NEXT: Execute the top-ranked item via entity_action or spawn_agent_task. DO NOT USE: for new prompts or skills. Read-only. Compatibility alias retained for older clients. Prefer recommend_next_action with workspace or initiative recommendations for new prompts, skills, and examples.

string

Initiative UUID to score

string

Score across all initiatives in this workspace

string

Deprecated alias for workspace_id.

number

Max items to return (default 10)

Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: all Request:

{
  "tool": "score_next_up_queue",
  "args": {}
}

Response:

{
  "queue": [
    {
      "entity_id": "tsk_abc123",
      "score": 92,
      "signals": {
        "urgency": 30,
        "impact": 25,
        "recency": 20,
        "dependency": 17
      }
    }
  ],
  "scored_at": "2026-02-26T10:00:00Z"
}

Streams

2 tools for streams operations.

get_initiative_stream_state `read-only`

Get execution stream progress, blockers, and computed metrics for an initiative. Also known as: project stream state, execution health, workstream progress. USE WHEN: checking stream execution status for an initiative. NEXT: If streams are blocked, use entity_action to unblock. DO NOT USE: for raw stream records — use list_entities type=stream instead. Read-only.

string

required

The initiative ID

Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: all Request:

{
  "tool": "get_initiative_stream_state",
  "args": {
      "initiative_id": "init_abc123"
  }
}

Response:

{
  "initiative_id": "init_abc123",
  "streams": [
    {
      "id": "str_abc123",
      "workstream": "Frontend",
      "progress": 0.75,
      "status": "active"
    }
  ]
}

update_stream_progress

Report progress and confidence on a stream with velocity tracking. USE WHEN: agent is actively working a stream and needs to report progress. NEXT: Continue work; call again at each meaningful progress change. DO NOT USE: for general entity status changes — use entity_action instead.

string

required

The stream ID to update

number

Progress percentage (0-100)

number

Confidence level (0-1) - separate from progress

string

Brief note about current status

number

For optimistic locking

Required Scopes: agents:write Profiles: all Request:

{
  "tool": "update_stream_progress",
  "args": {
      "stream_id": "stream_id_value"
  }
}

Response:

{
  "stream_id": "str_abc123",
  "progress": 0.75,
  "updated_at": "2026-02-26T10:00:00Z"
}

Client Integration

8 tools for client integration operations.

check_spawn_guard `read-only`

Check whether agent delegation is allowed before assigning work. Also known as: spawn guard, delegation authorization, agent rate limit. Returns model tier, rate limit status, quality gate, and task verification. USE WHEN: before any spawn_agent_task call. NEXT: If allowed, proceed with spawn_agent_task using the returned model tier. If blocked, inform user of the reason.

string

required

Agent domain: engineering, marketing, product, design, ops, sales, orchestration

string

OrgX task ID this spawn is for

string

Task title (for model routing if task_id not provided)

string

Task description

Required Scopes: agents:write Profiles: all Request:

{
  "tool": "check_spawn_guard",
  "args": {
      "domain": "domain_value"
  }
}

Response:

{
  "allowed": true,
  "trust_level": "act_with_approval",
  "budget_remaining_usd": 4.5
}

classify_task_model `read-only`

Classify a task and get pre-spawn model routing context. Also known as: estimate task cost, model routing estimate, cost frontier, route task. USE WHEN: deciding which model/budget posture to use before agent work. Returns the recommended tier and, when the backend can compute it, estimated tokens/cost and candidate route comparisons. NEXT: Use the returned tier or cost frontier when spawning via spawn_agent_task. Read-only.

string

required

Task title

string

Task description

string

Entity type: task, decision, initiative

string

Agent domain

string

Optional tier to estimate. Omit to let OrgX auto-route. Options: standard, balanced, precision, local, sonnet, opus.

string

Optional provider preference for the estimate. Use auto unless explicitly selected. Options: auto, openai, anthropic, openrouter, groq, local.

string

Optional budget posture for the estimate. Use cheapest_valid for controlled validation runs only. Options: cheapest_valid, balanced, highest_quality.

number

Optional per-task hard cost ceiling to compare against the estimate.

boolean

When true, return pre-spawn estimate context without dispatching work.

Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: all Request:

{
  "tool": "classify_task_model",
  "args": {
      "title": "Q1 Product Launch"
  }
}

Response:

{
  "task_id": "tsk_abc123",
  "recommended_model": "claude-sonnet-4-6",
  "reasoning": "Standard complexity task with clear requirements."
}

consolidate_pr

Generate and persist an orchestration.consolidation_pass receipt for a GitHub pull request. Requires OrgX server-side GitHub credentials; if the GitHub token is unavailable, use GitHub tools for PR facts and return a structured blocker instead of retrying. USE WHEN: Eli or another engineering agent needs a durable PR review receipt with reading order, existence evidence, deduped findings, verdict, and server-derived AQ score. NEXT: inspect the returned artifact_id or attach it to task completion proof. DO NOT USE WHEN: only asking for PR status; use GitHub tools instead.

string

required

GitHub pull request URL, e.g. https://github.com/org/repo/pull/123. OrgX must have server-side GitHub credentials to inspect it.

string

OrgX workspace UUID

string

Initiative to attach the consolidation_pass artifact to

string

Task to attach the consolidation_pass artifact to

string

Decision to attach the consolidation_pass artifact to

string

Override commit SHA for idempotency; defaults to merge commit or PR head SHA

string

Optional verdict override; defaults from PR state Options: ship, simplify_first, escalate.

string

Optional reviewer note to include in critic evidence

Required Scopes: initiatives:write Profiles: v2, commander, executor Request:

{
  "tool": "consolidate_pr",
  "args": {
      "pr_url": "pr_url_value"
  }
}

orgx_apply_changeset

Apply an idempotent transactional changeset for task/milestone/decision mutations. USE WHEN: agent needs to create/update multiple tasks, milestones, or decisions atomically. NEXT: Call orgx_emit_activity to log what was changed. DO NOT USE: for single entity updates — use entity_action or update_entity instead.

string

required

Initiative UUID

string

required

Idempotency key for safe retries

object[]

required

Ordered task, milestone, and decision mutations to apply atomically

string

Existing run UUID

string

Required when run_id is not provided

string

Required when run_id is not provided Options: openclaw, codex, claude-code, chatgpt, cursor, web-ui, api.

object

Runtime provenance used by /live to bucket cloud, local, Anthropic, managed, and OpenClaw changeset decisions

Required Scopes: Authenticated user Profiles: all Request:

{
  "tool": "orgx_apply_changeset",
  "args": {
      "initiative_id": "init_abc123",
      "idempotency_key": "idempotency_key_value",
      "operations": []
  }
}

Response:

{
  "applied": true,
  "changeset_id": "cs_abc123",
  "entities_affected": 3
}

orgx_emit_activity

Emit append-only run telemetry for OrgX control-plane reporting. USE WHEN: agent is executing and needs to report progress. NEXT: Continue work; emit again at each phase change. DO NOT USE: for entity status changes — use entity_action instead. Setting phase=“completed” records telemetry only and does not mark tasks, workstreams, or initiatives complete.

string

required

Initiative UUID

string

required

Human-readable activity update

string

Existing run UUID

string

Required when run_id is not provided

string

Required when run_id is not provided Options: openclaw, codex, claude-code, chatgpt, cursor, web-ui, api.

string

Optional reporting phase for the activity event Options: intent, execution, blocked, review, handoff, completed.

number

Optional progress percentage associated with this activity

string

Optional severity level for the activity event Options: info, warn, error.

string

Optional next step to surface after this activity event

object

Optional structured metadata to attach to the activity event

object

Runtime provenance used by /live to bucket cloud, local, Anthropic, managed, and OpenClaw chokepoints

object

Durable blocker/stall/error/approval to surface in /live when execution cannot proceed

Required Scopes: Authenticated user Profiles: v2, executor Request:

{
  "tool": "orgx_emit_activity",
  "args": {
      "initiative_id": "init_abc123",
      "message": "message_value"
  }
}

Response:

{
  "emitted": true,
  "activity_id": "act_abc123"
}

record_quality_score

Record a quality score (1-5) for a completed agent task. Scores feed into the quality gate — low-scoring domains get throttled. USE WHEN: after reviewing agent output. NEXT: Scores affect future check_spawn_guard decisions. DO NOT USE: for in-progress tasks — wait until completion.

string

OrgX task ID (snake_case alias; taskId also accepted)

string

OrgX task ID (backend/camelCase alias)

string

Agent domain that completed the task (agentDomain/domain also accepted)

string

Agent domain that completed the task (backend/camelCase alias)

string

Short alias for agentDomain

number

required

Quality score: 1=poor, 3=acceptable, 5=excellent

string

Who scored this (snake_case alias; scoredBy also accepted) Options: human, auto, peer.

string

Who scored this (backend/camelCase alias) Options: human, auto, peer.

string

Notes on the score

Required Scopes: decisions:write Profiles: all Request:

{
  "tool": "record_quality_score",
  "args": {
      "score": 10
  }
}

Response:

{
  "recorded": true,
  "entity_id": "tsk_abc123",
  "score": 0.88
}

review_artifact

Surface the next artifact awaiting review. Renders the artifact-review widget with a preview, version filmstrip, and hold-to-approve / request-changes actions. USE WHEN the user asks to review work, approve a deliverable, or handle pending artifact reviews. DO NOT USE for listing all artifacts — use list_entities type=artifact instead.

string

Specific artifact ID to review. Defaults to the next in_review artifact.

string

Scope to artifacts attached to this entity (initiative, workstream, milestone, or task).

string

Workspace UUID. Defaults to the session workspace.

Required Scopes: initiatives:write Profiles: memory Request:

{
  "tool": "review_artifact",
  "args": {}
}

sync_client_state

Sync local agent context with OrgX organizational memory. Also known as: push session memory, pull project context, cross-tool continuity. Push decisions/logs, pull active context. USE WHEN: at session start and periodically during long sessions. NEXT: Review returned initiatives and pending decisions, ask user what to focus on. USE BEFORE: spawning agent work, to ensure latest state.

string

Local MEMORY.md content to push

string

Today’s session log to push

Required Scopes: Authenticated user Profiles: all Request:

{
  "tool": "sync_client_state",
  "args": {}
}

Response:

{
  "synced": true,
  "last_sync": "2026-02-26T10:00:00Z",
  "pending_changes": 0
}

Workspace

1 tool for workspace operations.

workspace

Create, list, inspect, or switch the active OrgX workspace for shared memory and project context. Also known as: create workspace, workspace context, team scope, organization scope. USE WHEN: user wants to create a workspace, see workspaces, check which is active, or switch workspaces. action=create creates a workspace and sets it active by default; action=list to see all; action=get for current; action=set to switch.

string

required

list=show all, get=current, set=switch active, create=new workspace Options: list, get, set, create.

string

Workspace UUID to switch to (action=set only)

string

Workspace name (action=create)

string

Alias for name (action=create)

string

Workspace narrative/description (action=create)

string

Short workspace tagline (action=create)

string

Workspace identity narrative (action=create)

string[]

Workspace identity metrics (action=create)

string

Roadmap URL (action=create)

string[]

Source links for workspace identity (action=create)

boolean

Whether to make the new workspace active. Defaults true.

Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: all Request:

{
  "tool": "workspace",
  "args": {
      "action": "list"
  }
}

Response:

{
  "workspace_id": "ws_abc123",
  "name": "My Startup",
  "plan": "team",
  "created_at": "2025-10-01T00:00:00Z"
}

Onboarding

1 tool for onboarding operations.

configure_org

Check organizational setup, configure agents, or set AI operating policies. Also known as: onboarding, agent policy, organization setup. USE WHEN: first connecting, onboarding, or adjusting agent/policy settings. action=status for progress, action=configure_agent to set agent preferences, action=set_policy for org-wide rules.

string

required

Configuration operation Options: status, configure_agent, set_policy.

string

Agent type (configure_agent only) Options: product, engineering, marketing, sales, operations, design, orchestrator.

string

Agent autonomy level (configure_agent only) Options: strict, balanced, autonomous.

string[]

Agent focus areas (configure_agent only)

string[]

Actions requiring approval (configure_agent only)

string[]

Actions without approval (configure_agent only)

string

Policy type (set_policy only) Options: approvals, notifications, working_hours, budget, artifact_collection.

object

Policy configuration (set_policy only)

string

Workspace UUID to scope policy overrides (set_policy only)

string

Deprecated alias for workspace_id (set_policy only)

Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: all Request:

{
  "tool": "configure_org",
  "args": {
      "action": "status"
  }
}

Response:

{
  "workspace_id": "ws_abc123",
  "steps": {
    "linear_connected": true,
    "github_connected": false,
    "first_initiative": true,
    "first_decision": false
  },
  "completion": 0.5
}

Stats

1 tool for stats operations.

stats `read-only`

Get execution statistics, achievements, and session diagnostics. Also known as: usage stats, productivity report, session status. scope=personal for your stats, scope=session for current session diagnostics. Read-only.

string

personal=your stats, session=current session diagnostics Options: personal, session. Default: "personal".

string

Time period for stats (personal only) Options: today, week, month, all_time.

Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: all Request:

{
  "tool": "stats",
  "args": {}
}

Response:

{
  "period": "30d",
  "decisions_resolved": 42,
  "artifacts_shipped": 18,
  "agents_spawned": 7,
  "avg_decision_time_hours": 2.3
}

Intelligence Flywheel

7 tools for intelligence flywheel operations.

get_morning_brief `read-only`

Returns the morning brief: curated receipts, exceptions, ROI delta, and value signals from the most recent autonomous session. Defaults to the most recent session if no session ID is provided. Prefer get_morning_brief with workspace brief with value and exception summaries for new prompts, skills, and examples.

string

required

Workspace ID

string

Specific session ID (defaults to most recent)

Required Scopes: initiatives:read Profiles: v2 Request:

{
  "tool": "get_morning_brief",
  "args": {
      "workspace_id": "ws_abc123"
  }
}

Response:

{
  "session_id": "auto_abc123",
  "summary": "7 tasks completed, 2 decisions pending review",
  "tasks_completed": 7,
  "decisions_created": 2,
  "total_cost_usd": 2.15,
  "artifacts": [
    "art_001",
    "art_002"
  ]
}

get_my_trust_context `read-only`

Agent-facing: “What’s my trust level per capability? What do I need for promotion? Which receipts are helping/hurting?” Returns the full trust context for an agent including levels, scores, thresholds, and recent trust events.

string

required

Workspace ID

string

required

Agent type to query trust for

Required Scopes: agents:read Profiles: all Request:

{
  "tool": "get_my_trust_context",
  "args": {
      "workspace_id": "ws_abc123",
      "agent_type": "engineering-agent"
  }
}

Response:

{
  "agent_type": "engineering-agent",
  "trust_level": "act_with_approval",
  "capabilities": {
    "read_code": "autonomous",
    "create_pr": "act_with_approval",
    "merge_pr": "draft"
  },
  "promotion_progress": 0.7
}

get_outcome_attribution `read-only`

ROI summary from the economic ledger. Human: “3.2x ROI this month.” Agent: “My outreach_draft receipts average $0.26 attributed value.” Returns cost/value/ROI breakdowns by agent, capability, and time period. Compatibility alias retained for older clients. Prefer get_morning_brief with workspace brief with value and exception summaries for new prompts, skills, and examples.

string

required

Workspace ID

string

Time period for ROI calculation Options: 7d, 30d, 90d. Default: "30d".

string

Filter by specific agent type

string

Filter by capability key

Required Scopes: initiatives:read Profiles: all Request:

{
  "tool": "get_outcome_attribution",
  "args": {
      "workspace_id": "ws_abc123"
  }
}

Response:

{
  "outcomes": [
    {
      "entity_id": "tsk_abc123",
      "cost_usd": 0.12,
      "value_attributed": "high",
      "receipt_id": "rcp_abc123"
    }
  ],
  "total_cost_usd": 3.45,
  "period": "30d"
}

get_relevant_learnings `read-only`

Agent-facing: “What has the org learned about my capability?” Returns ranked org learnings relevant to a specific capability or task context.

string

required

Workspace ID

string

Capability key to filter learnings

string[]

Keywords for semantic matching

integer

Maximum number of learnings to return Default: 5.

Required Scopes: memory:read Profiles: all Request:

{
  "tool": "get_relevant_learnings",
  "args": {
      "workspace_id": "ws_abc123"
  }
}

Response:

{
  "learnings": [
    {
      "id": "lrn_abc123",
      "pattern": "Auth bugs often stem from token refresh race conditions",
      "source_task": "tsk_xyz",
      "confidence": 0.85
    }
  ]
}

record_outcome

Record a business outcome (deal closed, meeting booked, cycle time reduced). Agents can self-report outcomes they detect. Triggers attribution inference to connect outcomes to receipts. If the outcome type is unknown, call configure_outcome_type first.

string

Workspace ID

string

CamelCase alias for workspace_id

string

Outcome type key: deal_closed, meeting_booked, etc.

string

CamelCase alias for outcome_type_key

number

Value in the outcome type unit (e.g., USD amount)

number

CamelCase alias for outcome_value

string

Source that observed or reported the outcome Options: manual, agent_self_report, crm_webhook, linear_sync. Default: "manual".

string

External source ID for deduplication

string

CamelCase alias for source_id

string

ISO datetime when the outcome occurred

string

CamelCase alias for occurred_at

object

Additional context

Required Scopes: initiatives:write Profiles: all Request:

{
  "tool": "record_outcome",
  "args": {}
}

Response:

{
  "outcome_id": "out_abc123",
  "entity_id": "tsk_abc123",
  "recorded_at": "2026-02-26T10:00:00Z"
}

start_autonomous_session

Start an autonomous execution session with budget guardrails. Human: “Run overnight with $5 budget.” Creates a session that produces receipts while executing eligible work items.

string

required

Workspace ID.

string

Autonomy session mode to start. Options: overnight, weekend, scheduled, manual. Default: "manual".

number

Maximum budget in USD before the session stops. Default: 10.

integer

Maximum number of receipts the session may produce. Default: 100.

string[]

Only execute capabilities at these trust levels. Default: ["autonomous","act_with_approval"].

Required Scopes: agents:write Profiles: all Request:

{
  "tool": "start_autonomous_session",
  "args": {
      "workspace_id": "ws_abc123"
  }
}

Response:

{
  "session_id": "auto_abc123",
  "max_cost_usd": 5,
  "max_receipts": 50,
  "started_at": "2026-02-26T22:00:00Z"
}

submit_learning

Agent-facing: Submit a discovery or insight as an org learning. Enters org_learnings after confidence validation. One agent’s discovery benefits all agents.

string

required

Workspace ID

string

required

Type of learning Options: failure_pattern, success_pattern, cost_optimization, quality_heuristic.

string

required

Human-readable learning summary

string

Applicable capability key

string[]

Receipt IDs that support this learning

string[]

Semantic keywords for matching

Required Scopes: memory:read Profiles: all Request:

{
  "tool": "submit_learning",
  "args": {
      "workspace_id": "ws_abc123",
      "learning_type": "failure_pattern",
      "summary": "summary_value"
  }
}

Response:

{
  "learning_id": "lrn_new123",
  "submitted_at": "2026-02-26T10:00:00Z",
  "status": "accepted"
}

Billing

3 tools for billing operations.

account_status `read-only`

Returns account tier, usage, and current edge rate-limit allowance.

string

Optional user ID override.

Required Scopes: Authenticated user Profiles: all Request:

{
  "tool": "account_status",
  "args": {}
}

Response:

{
  "user_id": "usr_abc123",
  "plan": "free",
  "tier": "free",
  "rate_limit_status": {
    "window": "1h",
    "limit_per_hour": 100,
    "remaining": 92
  }
}

account_upgrade

Starts an account upgrade flow and returns checkout/contact URL.

string

Target plan to upgrade to. Options: pro, enterprise.

string

Billing cycle preference. Options: monthly, annual.

string

Optional user ID override.

Required Scopes: Authenticated user Profiles: all Request:

{
  "tool": "account_upgrade",
  "args": {}
}

Response:

{
  "target_plan": "pro",
  "billing_cycle": "monthly",
  "checkout_url": "https://checkout.stripe.com/c/pay/cs_abc123"
}

account_usage_report `read-only`

Returns billing usage details with current edge rate-limit usage.

string

Optional user ID override.

Required Scopes: Authenticated user Profiles: all Request:

{
  "tool": "account_usage_report",
  "args": {}
}

Response:

{
  "user_id": "usr_abc123",
  "plan": "free",
  "usage": {
    "creditsUsed": 15,
    "creditsIncluded": 100
  },
  "edge_rate_limit": {
    "window": "1h",
    "limit_per_hour": 100,
    "remaining": 92
  }
}

MCP v2 Public Surface

11 tools for mcp v2 public surface operations.

orgx_act

string

required

Target entity type (workspace, initiative, milestone, workstream, task, objective, playbook, decision, or studio). Options: workspace, initiative, milestone, workstream, task, objective, playbook, decision, stream, studio_content.

string

required

Target entity UUID or short ID prefix (8+ hex chars).

string

required

Lifecycle action to execute on the target entity. Must be valid for the given type — see tool description for the (type → action) matrix. Options: launch, pause, resume, complete, complete_with_proof, archive, start, flag_risk, cancel, block, unblock, reopen, activate, approve, decline, supersede, update, delete, validate, ship_batch, reassign_streams.

object

REQUIRED when action=update. Map of entity fields to patch (e.g. { name?: string, description?: string, owner_id?: string, status?: string, due_date?: string }). Only include fields you want to change.

string

Strongly recommended for destructive or blocking actions (block, flag_risk, decline, supersede, cancel, delete). Free-text rationale shown in audit history and downstream agent context.

boolean

Preview update/delete or supported lifecycle actions without mutating. For action=update this returns would_update and must not delegate to orgx_write.

boolean

Force action where server supports override semantics (skips pre-flight checks).

object

REQUIRED when action=validate. Spec payload for studio validation (shape varies per studio entity subtype).

object

REQUIRED when action=complete_with_proof or action=ship_batch. Proof artifact payload. Expected shape: { artifact_type: string, artifact_url?: string, external_url?: string, preview_markdown?: string, name?: string, description?: string }. Either artifact_url or external_url is required; preview_markdown alone is rejected. Preferred founder/team artifact examples: orchestration.next_initiative, eng.pull_request, eng.deploy_proof, eng.structured_blocker, sales.strategy, sales.icp_offer_sequence, sales.send_plan, sales.conversion_gates, marketing.launch_asset, marketing.channel_hypothesis, marketing.positioning_brief, marketing.proof_distribution_plan, marketing.interview_pr_plan, product.customer_discovery, product.prd, product.pricing_hypothesis, product.decision_record, design.audit, design.component_spec, design.token_package, ops.operator_brief, ops.runbook, ops.budget_envelope, ops.incident_status, proof.link.

string[]

Optional list of verification evidence URLs/IDs for completion flows.

number

Quality score (0-5) attached to the action when used in proof/completion flows.

string

Optional client-supplied idempotency key for safe retries. Same key returns the same result without re-executing.

string

Optional bootstrap/session identifier returned by orgx_bootstrap.

Required Scopes: initiatives:write Profiles: v2, commander, planner, executor Request:

{
  "tool": "orgx_act",
  "args": {
      "type": "workspace",
      "id": "id_value",
      "action": "launch"
  }
}

orgx_attach

Attach a durable artifact or proof URL to an existing OrgX entity. Requires artifact_url or external_url; preview_markdown is supporting context only. USE WHEN: saving evidence, PRs, documents, reports, screenshots, or external artifacts. For founder/team work, prefer practical artifact_type codes such as orchestration.next_initiative, eng.pull_request, eng.deploy_proof, eng.structured_blocker, sales.strategy, sales.icp_offer_sequence, sales.send_plan, sales.conversion_gates, marketing.launch_asset, marketing.channel_hypothesis, marketing.positioning_brief, marketing.proof_distribution_plan, marketing.interview_pr_plan, product.customer_discovery, product.prd, product.pricing_hypothesis, product.decision_record, design.audit, design.component_spec, design.token_package, ops.operator_brief, ops.runbook, ops.budget_envelope, ops.incident_status, proof.link. Include business_outcome, owner/review_date, and verification when the artifact should close agent work. NEXT: use orgx_submit_receipt to close attribution/quality loops or orgx_act to complete with proof. DO NOT USE WHEN: creating generic entities; use orgx_write.

string

required

Target entity type Options: workspace, initiative, milestone, workstream, task, objective, playbook, decision, stream, studio_content.

string

required

Target entity UUID or short ID prefix

string

required

Artifact title

string

required

Artifact type code. Preferred founder/team examples: orchestration.next_initiative, eng.pull_request, eng.deploy_proof, eng.structured_blocker, sales.strategy, sales.icp_offer_sequence, sales.send_plan, sales.conversion_gates, marketing.launch_asset, marketing.channel_hypothesis, marketing.positioning_brief, marketing.proof_distribution_plan, marketing.interview_pr_plan, product.customer_discovery, product.prd, product.pricing_hypothesis, product.decision_record, design.audit, design.component_spec, design.token_package, ops.operator_brief, ops.runbook, ops.budget_envelope, ops.incident_status, proof.link. Custom codes remain accepted.

string

Internal artifact URL. REQUIRED unless external_url is provided; preview_markdown alone is rejected.

string

External artifact URL. REQUIRED unless artifact_url is provided; preview_markdown alone is rejected.

string

Artifact description

string

Optional markdown preview shown with the linked artifact. Does not replace artifact_url/external_url.

string

Artifact workflow status Options: draft, in_review, approved, changes_requested, superseded, archived.

object

Artifact metadata

string

Agent/domain that produced the artifact, such as engineering, sales, product, design, operations, marketing, or orchestrator. Stored under metadata.artifact_contract.

string

Founder/team context this artifact is calibrated for. Stored under metadata.artifact_contract. Options: early_founder, founder_led_company, operating_team.

string

Business outcome this artifact is meant to advance, such as ship a PR, start founder-led sales, unblock launch, reduce incident risk, or choose the next initiative. Stored under metadata.artifact_contract.

string

Human or agent owner for the next review/action. Stored under metadata.artifact_contract.

string

Date or cadence for the next review point. Stored under metadata.artifact_contract.

string[]

Verification evidence or checks required before the artifact can count as done. Stored under metadata.artifact_contract.

string

Strongly recommended client-generated idempotency key for safe retries

string

Optional bootstrap/session identifier

Required Scopes: initiatives:write Profiles: v2, memory, commander, executor Request:

{
  "tool": "orgx_attach",
  "args": {
      "type": "workspace",
      "id": "id_value",
      "name": "name_value",
      "artifact_type": "artifact_type_value"
  }
}

orgx_bootstrap `read-only`

Establish OrgX session context, discover granted scopes, and get the v2 tool routing map. Also known as: bootstrap, setup, tool routing. USE WHEN: first call in a fresh session, after reconnecting, or before performing a multi-step workflow. NEXT: use orgx_search, orgx_inspect, or orgx_recommend based on the returned routing map. DO NOT USE WHEN: you already have session context and need to read or mutate work. Read-only.

string

Canonical workspace UUID to bind as the active session workspace

string

Optional client conversation/session identifier for continuity

string

Optional MCP client name, such as codex, chatgpt, cursor, or claude

string

Optional user timezone for date-sensitive readouts

Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: v2, memory, commander, planner, executor, observer Request:

{
  "tool": "orgx_bootstrap",
  "args": {}
}

orgx_decide

Create, approve, reject, remember, or list durable OrgX decisions. Per-action input requirements: • action=“list_pending” → No required fields. Optional: initiative_id, workspace_id (scope filters). • action=“create” → REQUIRES title AND decision (the resolved decision text). Recommended: context, initiative_id. • action=“remember” → REQUIRES decision (the text to capture as a remembered decision). Optional: title, context. • action=“approve” → REQUIRES decision_id. Optional: note (free-text approver rationale). • action=“reject” → REQUIRES decision_id AND reason (explanation shown to the assigned agent). USE WHEN: capturing judgment, approval, rejection, or pending decision review. NEXT: use orgx_act, orgx_write, or orgx_spawn only after the decision resolves the next action. DO NOT USE WHEN: writing non-decision entities; use orgx_write.

string

required

Decision operation. See top-level description for per-action required fields. Options: create, remember, list_pending, approve, reject.

string

Decision UUID. REQUIRED for action=approve or action=reject. Returned by action=list_pending or action=create.

string

Short title for the decision. REQUIRED for action=create.

string

The decision text itself (what was decided). REQUIRED for action=create and action=remember.

string

Optional one-line summary used in lists. Falls back to title when omitted.

string

Background context / rationale that led to the decision. Recommended for action=create to capture provenance.

string

REQUIRED for action=reject. Explanation of why the decision was rejected — used by the assigned agent to adjust its next attempt.

string

Optional approver note for action=approve. Free-text rationale stored in audit history.

string

Optional initiative UUID to scope the decision. Used as filter when action=list_pending; used as parent when action=create.

string

Optional workspace UUID to scope the decision. Defaults to the MCP session’s workspace.

string

Strongly recommended client-supplied idempotency key for writes (action=create, remember, approve, reject). Same key returns the same result without duplicating state.

string

Optional bootstrap/session identifier returned by orgx_bootstrap.

Required Scopes: decisions:write Profiles: v2, memory, commander, planner, observer Request:

{
  "tool": "orgx_decide",
  "args": {
      "action": "create"
  }
}

orgx_inspect `read-only`

Hydrate one OrgX entity with execution context. Also known as: Inspect OrgX Entity, inspect initiative, get full entity context. USE WHEN: the user names a specific task, milestone, initiative, decision, artifact, or plan session and needs details before acting. NEXT: use orgx_act, orgx_attach, or orgx_write if the user asks to change what you inspected. DO NOT USE WHEN: browsing or searching many records; use orgx_search. Read-only.

string

required

Entity type to inspect Options: workspace, initiative, workstream, milestone, task, decision, artifact, plan_session.

string

required

Entity UUID or accepted short ID prefix

boolean

Include linked context where available; default true

integer

Approximate maximum hydrated context characters

string

Optional bootstrap/session identifier

Required Scopes: initiatives:read Profiles: v2, memory, commander, planner, executor, observer Request:

{
  "tool": "orgx_inspect",
  "args": {
      "type": "workspace",
      "id": "id_value"
  }
}

orgx_plan

Start, resume, edit, improve, or complete a tracked OrgX planning session. Per-action input requirements: • action=“start” → REQUIRES feature_name. Optional: initial_plan (markdown to seed the session). • action=“resume” → REQUIRES session_id. • action=“improve” → REQUIRES session_id AND plan_content (the current draft to critique). • action=“record_edit” → REQUIRES session_id AND edit_summary (one-line description of the change). • action=“complete” → REQUIRES session_id AND plan_content (the final accepted plan). Optional: attach_to (target entity to link the completed plan to). USE WHEN: work is still in planning or should become executable context. NEXT: use orgx_write or orgx_act after the plan is accepted and needs durable execution state. DO NOT USE WHEN: directly scaffolding a full initiative hierarchy; use scaffold_initiative for that compatibility path.

string

required

Planning action to perform. See top-level description for per-action required fields. Options: start, resume, improve, record_edit, complete.

string

Plan session UUID or orgx://plan_session/<uuid> URI. REQUIRED for action=resume | improve | record_edit | complete. Omit for action=start.

string

Feature or plan name. REQUIRED when action=start.

string

Markdown plan content to seed the new session. Optional on action=start; the session can also be started empty and filled via improve/record_edit.

string

Current/final plan markdown. REQUIRED when action=improve (the draft to critique) or action=complete (the final accepted plan).

string

One-line description of the change being recorded. REQUIRED when action=record_edit.

object

Optional target to link the completed plan to when action=complete. Shape: { entity_type: “initiative” | “workstream” | “task”, entity_id: string }.

string

Workspace UUID to scope action=start plan sessions. Defaults to current session workspace when omitted.

string

Optional idempotency key for safe retries. Same key returns the same result without creating duplicate session state.

Required Scopes: decisions:write Profiles: v2, commander, planner, executor, observer Request:

{
  "tool": "orgx_plan",
  "args": {
      "action": "start"
  }
}

orgx_recommend `read-only`

Recommend next work, summarize operator-chronicle/morning-brief signals, or read prioritization context. USE WHEN: user asks what to do next, wants a brief, asks what changed yesterday/week/30 days, or needs priority guidance. mode=morning_brief returns the operator chronicle when available. NEXT: present the recommendation, then use orgx_act, orgx_write, or orgx_spawn only after the user confirms an action. DO NOT USE WHEN: the user already specified the action; use orgx_act or orgx_write.

string

Recommendation mode; default next_action Options: next_action, morning_brief.

string

Reporting period for mode=morning_brief; default 30d Options: day, week, 30d.

string

Recommendation scope type Options: workspace, initiative, workstream, milestone, task.

string

Scoped entity ID

string

Workspace UUID

integer

Maximum recommendations

string

Optional bootstrap/session identifier

Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: v2, memory, commander, observer Request:

{
  "tool": "orgx_recommend",
  "args": {}
}

orgx_search `read-only`

Find OrgX entities, decisions, artifacts, and memory. Also known as: Search OrgX, find initiative ID, list work, browse OrgX. USE WHEN: browsing work, searching memory, finding IDs, or listing related records. NEXT: use orgx_inspect for one selected result or orgx_recommend when the user asks what to do next. DO NOT USE WHEN: you already know the exact entity and need full context; use orgx_inspect.

string

Search query for memory or title/text matching

string

Optional entity type filter, such as task, milestone, decision, artifact, or initiative

string

Optional status filter

string

Optional initiative UUID scope

string

Optional workspace UUID scope

integer

Maximum records to return

string[]

Optional compact field list

string

Optional bootstrap/session identifier

Required Scopes: initiatives:read Profiles: v2, memory, commander, planner, executor, observer Request:

{
  "tool": "orgx_search",
  "args": {}
}

orgx_spawn

Guard, estimate, classify, spawn, or hand off specialist agent work. Per-action requirements: spawn from an existing task REQUIRES task_id; ad-hoc spawn REQUIRES title + instructions and should include agent_type. handoff REQUIRES task_id + agent_type. guard REQUIRES agent_type. classify REQUIRES title or task_id. action=“estimate” REQUIRES title or task_id, returns candidate routes/cost context, and runs without dispatching work. Routing policy: omit model_tier/provider/model for OrgX auto-routing. Set model_tier, provider, model, budget_mode, or max_cost_usd only when the user, policy, or verification plan constrains routing. For controlled reliability validation, use model_tier=“standard” and budget_mode=“cheapest_valid”. USE WHEN: explicitly delegating work to an OrgX agent or checking if delegation is allowed. NEXT: use orgx_inspect or orgx_search to monitor the delegated work, then orgx_submit_receipt for proof. DO NOT USE WHEN: only creating a task row; use orgx_write.

string

Spawn operation. Defaults to “spawn”. Use estimate for pre-spawn cost/routing context without dispatching work. See top-level description for per-action required fields. Options: guard, estimate, spawn, handoff, classify.

string

Task title. REQUIRED for ad-hoc spawn (action=spawn without task_id) or action=classify without task_id. Used as the human-readable label of the spawned task.

string

Existing task UUID. REQUIRED for action=handoff. REQUIRED for action=spawn when spawning work for an already-created task. Either task_id or title (with instructions) must be provided for action=spawn.

string

Optional initiative UUID to scope the spawned task. Inferred from task_id when omitted.

string

Optional workspace UUID to scope the spawned task. Defaults to the MCP session’s workspace.

string

Target agent type/domain (e.g. “engineering”, “marketing”, “design”). REQUIRED for action=guard or action=handoff. Strongly recommended for action=spawn so the work routes to the right specialist.

string

Delegation instructions for the agent. REQUIRED for action=spawn when spawning ad-hoc (without task_id). Used to override the task description for action=handoff.

string

Optional model tier override. Omit to let OrgX auto-route from task complexity. Legacy local/sonnet/opus are accepted for older clients. Options: standard, balanced, precision, local, sonnet, opus.

string

Optional exact model identifier when the user explicitly selects one. Otherwise OrgX resolves the model from task, tier, provider, policy, and budget.

string

Optional provider preference. Use auto unless the user asks for a specific provider or a cost comparison selects one. Options: auto, openai, anthropic, openrouter, groq, local.

string

Optional budget posture override. Use cheapest_valid for controlled validation runs while reliability is being proven. Options: cheapest_valid, balanced, highest_quality.

number

Optional per-task hard cost ceiling in USD. If the estimate exceeds this, OrgX should block, downgrade, or request approval before dispatch.

string

Optional client-supplied idempotency key for safe retries. Same key returns the same spawn result without re-running.

string

Optional bootstrap/session identifier returned by orgx_bootstrap.

Required Scopes: agents:write Profiles: v2, commander, executor Request:

{
  "tool": "orgx_spawn",
  "args": {}
}

orgx_submit_receipt

Submit a durable receipt (proof, outcome, quality, attribution, or learning) anchored to an OrgX entity or artifact. Required: receipt_type + summary. Strongly recommended: one anchor (entity_type+entity_id OR artifact_id), artifact_type, business_outcome, agent_type, AND at least one verifiable URL inside evidence. Recognized receipt_type: “proof” (completion proof), “outcome” (measurable result), “quality” (review/score), “attribution” (credit link to revenue/value), “learning” (distilled lesson). Custom keys also accepted. Recognized evidence shapes (mix and match): { prs: string[] } — GitHub PR URLs. { deploys: string[] } — deployment URLs. { test_runs: string[] } — CI run URLs. { metrics: { name, value, unit? }[] } — quantitative outcomes. { links: string[] }, { notes: string } — supporting URLs/text. Pass idempotency_key when retrying — server deduplicates. USE WHEN: closing the loop on agent work with provenance. For founder/team work, receipts should prove the practical artifact and its business outcome, not just say the agent finished. NEXT: orgx_recommend or orgx_search to find the next priority. DO NOT USE for telemetry — use orgx_emit_activity.

string

Workspace UUID. Defaults to the MCP session’s workspace when omitted.

string

Related entity type (initiative, workstream, milestone, task, decision). Required if no artifact_id is provided — pair with entity_id.

string

Related entity UUID. Required when entity_type is provided.

string

required

Receipt category key. Recognized values: “proof”, “outcome”, “quality”, “attribution”, “learning”. Custom domain-specific keys are also accepted.

string

required

One-sentence human-readable description of what the receipt proves (e.g. “Merged PR #142 unblocking the auth refactor”).

object

Structured evidence payload. Recognized shapes: { prs: string[] }, { deploys: string[] }, { test_runs: string[] }, { metrics: { name, value, unit? }[] }, { links: string[] }, { notes: string }. See top-level description for full list. At least one verifiable URL is strongly recommended.

string

Related artifact UUID to anchor the receipt to. Alternative to entity_type+entity_id when the proof lives in OrgX as an artifact.

string

Artifact type this receipt proves. Preferred founder/team examples: orchestration.next_initiative, eng.pull_request, eng.deploy_proof, eng.structured_blocker, sales.strategy, sales.icp_offer_sequence, sales.send_plan, sales.conversion_gates, marketing.launch_asset, marketing.channel_hypothesis, marketing.positioning_brief, marketing.proof_distribution_plan, marketing.interview_pr_plan, product.customer_discovery, product.prd, product.pricing_hypothesis, product.decision_record, design.audit, design.component_spec, design.token_package, ops.operator_brief, ops.runbook, ops.budget_envelope, ops.incident_status, proof.link.

string

Agent/domain that produced the receipt, such as engineering, sales, product, design, operations, marketing, or orchestrator.

string

Business outcome advanced by the receipt.

string

Whether the artifact verification passed, failed, was blocked, or was not run. Options: passed, failed, blocked, not_run.

string

Optional OrgX loop validation rung this receipt proves. Required for promotion-grade loop validation receipts. Options: schema_discovery, dry_run_spawn, single_domain_fixture, cross_domain_initiative_fixture, overnight_canary, calibrated_auto_route_expansion.

boolean

Set true when this receipt should be evaluated against the OrgX loop reliability validation ladder.

string

Model tier used for the run being receipted. For validation rungs before calibrated expansion, use standard. Options: standard, balanced, precision, local, sonnet, opus.

string

Budget posture used for the run being receipted. For validation rungs before calibrated expansion, use cheapest_valid. Options: cheapest_valid, balanced, highest_quality.

number

Per-task or canary spend cap used during the validation run, when known.

string

Strongly recommended client-supplied idempotency key. Submitting the same key twice will not create a duplicate receipt.

string

Optional bootstrap/session identifier returned by orgx_bootstrap.

Required Scopes: initiatives:write Profiles: v2, memory, commander, executor Request:

{
  "tool": "orgx_submit_receipt",
  "args": {
      "receipt_type": "receipt_type_value",
      "summary": "summary_value"
  }
}

orgx_write

Create or update one OrgX record (snake_case fields). Operations: create (default) uses per-type fields; update REQUIRES id + fields. Create requirements: workspace name/title; initiative title/name + workspace_id + goal_ids when the workspace enforces primary objectives; workstream title + initiative_id; milestone title + workstream_id; task title + workstream_id + milestone_id when the workspace requires backlog milestones; decision title; artifact target + artifact_type + artifact_url/external_url; blocker run_id + metadata.description; skill/studio records title. Retry behavior: pass idempotency_key on creates. A key match returns the same UUID as an idempotent replay, without creating a duplicate. Initiative gotchas: priority only accepts low|medium|high|urgent, not portfolio labels such as active/critical/maintenance/hold; put portfolio urgency in metadata/priority_rank. due_date is not accepted on initiative create in current workspaces; put target dates in metadata until a typed initiative schedule field exists. USE WHEN: adding/editing records. NEXT: orgx_act to launch/complete the record. DO NOT USE for lifecycle changes — use orgx_act or orgx_attach.

string

Write operation. Defaults to “create”. Set “update” (with id + fields) to patch an existing entity. Options: create, update.

string

required

Entity type to write: workspace, task, milestone, decision, artifact, skill, blocker, studio_brand, studio_content, initiative, workstream, or objective. See top-level description for per-type required fields.

string

REQUIRED when operation=“update”. Target entity UUID to patch.

string

REQUIRED on create (provide either “title” or “name” — they are aliases). Display title of the new entity.

string

Alternative to “title” on create. REQUIRED on create when “title” is not provided.

string

Short description shown in lists and previews. Recommended on create.

string

Longer-form description used in detail views.

object

REQUIRED when operation=“update”. Map of entity fields to patch (only include fields you want to change).

string

Parent initiative UUID. REQUIRED when type=“workstream”. Optional context for tasks/milestones/artifacts to associate them with an initiative.

string

Parent workstream UUID. REQUIRED when type=“milestone” or type=“task”.

string

Parent milestone UUID for tasks. Some workspaces require an explicit backlog milestone under the workstream; create/resolve that milestone first instead of relying on auto-resolution.

string

Workspace UUID. REQUIRED when the MCP session does not already carry workspace context (resolve via list_entities type=command_center or orgx_inspect type=workspace).

string[]

Objective UUIDs for initiative/workstream/milestone/task creation. REQUIRED when the workspace enforces a primary objective. Resolve via orgx_inspect type=objective.

string

Record urgency. Only low|medium|high|urgent are accepted here; do not send portfolio/live labels such as active, critical, maintenance, or hold. “urgent” is normalized to “high” server-side. Options: low, medium, high, urgent.

string

Due date as YYYY-MM-DD for supported entity types. Do not send due_date when type=“initiative”; put initiative target dates in metadata.

string

Initial workflow status; common agent aliases such as “active” are normalized per entity type (“active” → “in_progress”).

string

REQUIRED when type=“artifact”. Entity type to attach the artifact to (initiative, workstream, milestone, task, or decision).

string

REQUIRED when type=“artifact” (unless task_id is provided). UUID of the entity to attach the artifact to.

string

Shortcut for attaching an artifact directly to a task. Use instead of entity_type+entity_id when type=“artifact” and the target is a task.

string

REQUIRED when type=“artifact”. Artifact type code. Preferred founder/team examples: orchestration.next_initiative, eng.pull_request, eng.deploy_proof, eng.structured_blocker, sales.strategy, sales.icp_offer_sequence, sales.send_plan, sales.conversion_gates, marketing.launch_asset, marketing.channel_hypothesis, marketing.positioning_brief, marketing.proof_distribution_plan, marketing.interview_pr_plan, product.customer_discovery, product.prd, product.pricing_hypothesis, product.decision_record, design.audit, design.component_spec, design.token_package, ops.operator_brief, ops.runbook, ops.budget_envelope, ops.incident_status, proof.link. Custom codes remain accepted.

string

Internal artifact URL (e.g. /api/artifacts/…). Either artifact_url or external_url is required when type=“artifact”; preview_markdown alone is not accepted.

string

External artifact URL (https://). Either artifact_url or external_url is required when type=“artifact”; preview_markdown alone is not accepted.

string

Optional inline markdown preview shown with the linked artifact. Supporting context only; it does not replace artifact_url/external_url.

string

REQUIRED when type=“blocker”. Agent run UUID the blocker applies to.

string

Optional agent run step UUID for blocker creation.

string

Blocker category/type when type=“blocker” (e.g. “missing_input”, “permission”, “external_dependency”).

string

Blocker resolution text when known. Used to mark a blocker as resolved.

string

Initiative live-link visibility. Only applies when type=“initiative”. Options: private, public.

boolean

Shortcut to publish an initiative live link (sets live_visibility=“public”). Only applies when type=“initiative”.

boolean

When true, public live-link visitors see the initiative title. Only applies when type=“initiative” with live_visibility=“public”.

object

Free-form object for type-specific metadata. Schema varies per entity type (e.g. for skills: { capabilities, guardrails, channels }; for studio_brand: { tokens, voice, exemplars }).

string

Workspace tagline when type=“workspace”.

string

Workspace identity narrative when type=“workspace”.

string[]

Workspace identity metrics when type=“workspace”.

string

Workspace roadmap URL when type=“workspace”.

string[]

Workspace source links when type=“workspace”.

boolean

For workspace create, make the new workspace active. Defaults true.

string

Strongly recommended client-generated idempotency key for safe retries. Same key returns the same result without creating a duplicate.

string

Optional bootstrap/session identifier returned by orgx_bootstrap.

Required Scopes: initiatives:write Profiles: v2, commander, planner, executor Request:

{
  "tool": "orgx_write",
  "args": {
      "type": "type_value"
  }
}

Other

10 tools for other operations.

check_execution_readiness `read-only`

Check whether the workspace has the credentials needed to dispatch agent work, BEFORE spawning. USE WHEN: about to call orgx_spawn / spawn_agent_task and you want to confirm execution credentials exist — avoids dispatching a run that fails on missing keys. NEXT: if not ready, surface what is missing and resolve it; if ready, proceed to orgx_spawn. Read-only; dispatches nothing.

string

Workspace UUID to check. Defaults to the MCP session workspace.

Required Scopes: initiatives:read Profiles: all Request:

{
  "tool": "check_execution_readiness",
  "args": {}
}

configure_outcome_type

Create or approve a workspace outcome type before recording custom baseline, audit, or quality-gate outcomes. Use this when record_outcome returns an unknown outcome type recovery hint.

string

Workspace ID

string

CamelCase alias for workspace_id

string

required

Outcome type key, normalized server-side to snake_case

string

Human-facing outcome type label

string

CamelCase alias for display_name

string

Measurement unit for this outcome type Options: usd, hours, count, percent. Default: "count".

string

How the value should be interpreted by ROI/proof loops Options: revenue, time_saved, risk_reduced, quality_improved. Default: "quality_improved".

string

CamelCase alias for value_semantics Options: revenue, time_saved, risk_reduced, quality_improved.

Required Scopes: initiatives:write Profiles: all Request:

{
  "tool": "configure_outcome_type",
  "args": {
      "key": "key_value"
  }
}

get_operator_chronicle `read-only`

Read the operator chronicle: decision chronology, yesterday/week/30-day rollups, reportingNarrative.briefMarkdown, artifacts, PR receipts, active initiatives, goals, top priorities, velocity, and reporting gaps for a workspace. USE WHEN: user asks what changed yesterday, this week, or this month; asks for decision chronology, top priorities, PR velocity, artifacts, goals, or what OrgX is missing. NEXT: present reportingNarrative.briefMarkdown first, then use reportingNarrative.nextAction and topPriorities for drill-down. Read-only.

string

Workspace UUID to scope the chronicle.

string

Deprecated alias for workspace_id.

string

Reporting window. day=24h, week=7d, 30d=30 days. Options: day, week, 30d.

Required Scopes: initiatives:read Profiles: v2, commander, observer Request:

{
  "tool": "get_operator_chronicle",
  "args": {}
}

manage_lifecycle

Pause, resume, retry, or cancel any node in the work hierarchy — an initiative, workstream, milestone, task, or run. Propagates to descendant tasks + active runs. USE WHEN: the user wants to halt, restart, or re-run part of an initiative. resume/retry re-dispatch the work; pause/cancel stop active runs. NEXT: get_initiative_pulse to confirm. DO NOT USE: to mark a task done — use entity_action instead.

string

required

Which hierarchy node to act on Options: initiative, workstream, milestone, task, run.

string

required

UUID of the node

string

required

Lifecycle action to apply Options: pause, resume, retry, cancel.

Required Scopes: agents:write Profiles: all Request:

{
  "tool": "manage_lifecycle",
  "args": {
      "level": "initiative",
      "id": "id_value",
      "action": "pause"
  }
}

orgx_emit_execution_graph

Emit the deterministic execution graph + trust ledger for the active run: nodes (claimed status + verification evidence), depends_on edges, and trust events. OrgX derives false-completion, hallucinated-receipt, and dependency-violation signals from this and surfaces them on /live. USE WHEN: reporting the structured shape of multi-step work — NOT a single progress line (use orgx_emit_activity for that). NEXT: continue work; re-emit as the graph advances (idempotent per run + graph fingerprint). DO NOT USE to mark entities complete — telemetry only.

string

required

Initiative UUID

string

Existing run UUID

string

Required when run_id is not provided

string

Required when run_id is not provided Options: openclaw, codex, claude-code, chatgpt, cursor, web-ui, api.

object

Runtime provenance used by /live to bucket chokepoints

string

Optional human-readable rollup of the graph state

object[]

required

Execution graph nodes; each carries claimed status + optional verification

object[]

depends_on edges between node ids

object[]

Explicit trust-ledger events such as authority_exceeded that OrgX cannot infer from graph shape

object

Optional structured metadata to attach to the execution-graph emission

Required Scopes: Authenticated user Profiles: all Request:

{
  "tool": "orgx_emit_execution_graph",
  "args": {
      "initiative_id": "init_abc123",
      "nodes": []
  }
}

orgx_free_audit `read-only`

Run a free autonomy benchmark from trust, proof, ROI, and workspace signals. Returns Proof Score, Context Debt, Autonomy Maturity, ROI Visibility, and next recommendations without starting an autonomous session or consuming agent credits.

string

required

Workspace ID to audit

string

Agent type to benchmark trust against Default: "orchestrator".

string

ROI attribution period used for ROI Visibility Options: 7d, 30d, 90d. Default: "30d".

boolean

Include raw upstream signal payloads for debugging and verification Default: false.

Required Scopes: agents:read, initiatives:read Profiles: all Request:

{
  "tool": "orgx_free_audit",
  "args": {
      "workspace_id": "ws_abc123"
  }
}

orgx_poll_question `read-only`

Read the durable answer receipt for a question previously forwarded with orgx_request_question. USE WHEN: an external client is paused for human input. NEXT: when resolved=true and continuation.should_resume=true, resume the preserved source session with answer and resolution_context; when false, remain paused without creating another question. Read-only.

string

required

Question/decision UUID returned by orgx_request_question

Required Scopes: Authenticated user Profiles: v2, commander, planner, executor, observer Request:

{
  "tool": "orgx_poll_question",
  "args": {
      "question_id": "question_id_value"
  }
}

orgx_request_question

Pause at a safe checkpoint and forward a contextual question to the initiative owner. OrgX renders the right single-select, multi-select, free-text, or confirmation control and preserves the source run/session so work can resume with the exact answer. USE WHEN: Claude Code AskUserQuestion, Codex request_user_input, Cursor, OpenClaw, or another client needs human judgment to continue. NEXT: poll orgx_poll_question with the returned question_id; continue only when continuation.should_resume is true. DO NOT USE: for runtime failures with an automatic retry path — report a chokepoint instead.

string

required

Initiative UUID

string

required

Stable key for safe retries of the same question

string

required

The concrete question the owner must answer

string

What led here, what is preserved, and what the answer changes

object[]

Pre-allocated answers for single-select or multi-select questions

string

Answer control; inferred from options when omitted Options: single_select, multi_select, free_text, confirmation.

boolean

Whether this answer gates the linked work; default true

string

Owner attention urgency; default medium Options: low, medium, high, urgent.

string

Affected workstream UUID

string

Existing run UUID

string

Required with source_client when run_id is absent

string

Originating client; required when run_id is absent Options: openclaw, codex, claude-code, chatgpt, cursor, web-ui, api.

object

Runtime/provider provenance for the paused execution

string

Claude, Codex, Cursor, or other client session identifier

string

required

Originating tool, e.g. AskUserQuestion or request_user_input

string

Originating question/tool-call event identifier

object

Additional non-secret client continuation references

object

Additional non-secret structured context

Required Scopes: Authenticated user Profiles: v2, commander, planner, executor Request:

{
  "tool": "orgx_request_question",
  "args": {
      "initiative_id": "init_abc123",
      "idempotency_key": "idempotency_key_value",
      "question": "question_value",
      "source_tool": "source_tool_value"
  }
}

queue_action

Pin, unpin, or skip a workstream in the Next Up queue. USE WHEN: user wants to force-prioritize or deprioritize a workstream. action=pin to force-top, action=unpin to remove pin, action=skip to temporarily deprioritize. Requires initiatives:write.

string

required

Queue operation Options: pin, unpin, skip.

string

required

Initiative UUID

string

required

Workstream UUID

string

Workspace UUID

string

Deprecated alias for workspace_id

number

Position among pinned items, 0=top (pin only)

number

Skip duration in minutes, default 60, max 10080 (skip only)

Required Scopes: initiatives:write Profiles: all Request:

{
  "tool": "queue_action",
  "args": {
      "action": "pin",
      "initiative_id": "init_abc123",
      "workstream_id": "ws_abc123"
  }
}

scoring_config

Read or update scoring engine configuration. USE WHEN: user asks about scoring setup, wants to toggle scoring, adjust weights, or change active signals. action=get to read, action=update to modify. NEXT: Run recommend_next_action to see effects in the preferred workflow, or score_next_up_queue if you need raw queue scoring. Read-only for get, requires initiatives:write for update.

string

required

get=read config, update=modify settings Options: get, update.

string

Workspace UUID

string

Deprecated alias for workspace_id

boolean

Enable/disable scoring_v2 (action=update only)

string[]

Signal names to activate (action=update only)

object

Partial weight overrides e.g. { priority: 300 } (action=update only)

Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: all Request:

{
  "tool": "scoring_config",
  "args": {
      "action": "get"
  }
}

Deprecated Tools

The following tools are deprecated and will be removed in a future version. Migrate to the recommended replacements.

Deprecated Tool	Replacement	Migration Note
`create_initiative`	create_entity type=initiative (or scaffold_initiative for full hierarchy)	The create_initiative tool has been replaced by the generic entity system.
`list_initiatives`	list_entities type=initiative	The list_initiatives tool has been replaced by the generic entity system.
`create_milestone`	create_entity type=milestone	The create_milestone tool has been replaced by the generic entity system.
`create_task`	create_entity type=task	The create_task tool has been replaced by the generic entity system.
`launch_entity`	entity_action action=launch	The launch_entity tool has been replaced by the unified entity_action tool.
`pause_entity`	entity_action action=pause	The pause_entity tool has been replaced by the unified entity_action tool.
`complete_entity`	entity_action action=complete	The complete_entity tool has been replaced by the unified entity_action tool.

​Tool Catalog Overview

​Recommended Entry Points

​approve_agent_work

​delegate_agent_task

​recall_memory read-only

​remember_decision

​track_project_progress read-only

​Decisions

​approve_decision

​get_decision_history read-only

​get_pending_decisions read-only

​reject_decision

​Agents

​get_agent_status read-only

​handoff_task

​recommend_next_action read-only

​spawn_agent_task

​Memory

​query_org_memory read-only

​Initiative Monitoring

​get_initiative_pulse read-only

​Entity Management

​batch_create_entities

​batch_delete_entities

​comment_on_entity

​create_entity

​entity_action

​get_task_with_context read-only

​list_entities read-only

​list_entity_comments read-only

​scaffold_initiative

​update_entity

​verify_entity_completion read-only

​Organization

​get_org_snapshot read-only

​Planning

​complete_plan

​get_active_sessions read-only

​improve_plan

​record_plan_edit

​start_plan_session

​Scoring & Queue

​get_scoring_signals read-only

​score_next_up_queue read-only

​Streams

​get_initiative_stream_state read-only

​update_stream_progress

​Client Integration

​check_spawn_guard read-only

​classify_task_model read-only

​consolidate_pr

​orgx_apply_changeset

​orgx_emit_activity

​record_quality_score

​review_artifact

​sync_client_state

​Workspace

​workspace

​Onboarding

​configure_org

​Stats

​stats read-only

​Intelligence Flywheel

​get_morning_brief read-only

​get_my_trust_context read-only

​get_outcome_attribution read-only

​get_relevant_learnings read-only

​record_outcome

​start_autonomous_session

​submit_learning

​Billing

​account_status read-only

​account_upgrade

​account_usage_report read-only

​MCP v2 Public Surface

​orgx_act

​orgx_attach

​orgx_bootstrap read-only

​orgx_decide

​orgx_inspect read-only

Tool Catalog Overview

Recommended Entry Points

approve_agent_work

delegate_agent_task

recall_memory `read-only`

remember_decision

track_project_progress `read-only`

Decisions

approve_decision

get_decision_history `read-only`

get_pending_decisions `read-only`

reject_decision

Agents

get_agent_status `read-only`

handoff_task

recommend_next_action `read-only`

spawn_agent_task

Memory

query_org_memory `read-only`

Initiative Monitoring

get_initiative_pulse `read-only`

Entity Management

batch_create_entities

batch_delete_entities

comment_on_entity

create_entity

entity_action

get_task_with_context `read-only`

list_entities `read-only`

list_entity_comments `read-only`

scaffold_initiative

update_entity

verify_entity_completion `read-only`

Organization

get_org_snapshot `read-only`

Planning

complete_plan

get_active_sessions `read-only`

improve_plan

record_plan_edit

start_plan_session

Scoring & Queue

get_scoring_signals `read-only`

score_next_up_queue `read-only`

Streams

get_initiative_stream_state `read-only`

update_stream_progress

Client Integration

check_spawn_guard `read-only`

classify_task_model `read-only`

consolidate_pr

orgx_apply_changeset

orgx_emit_activity

record_quality_score

review_artifact

sync_client_state

Workspace

workspace

Onboarding

configure_org

Stats

stats `read-only`

Intelligence Flywheel

get_morning_brief `read-only`

get_my_trust_context `read-only`

get_outcome_attribution `read-only`

get_relevant_learnings `read-only`

record_outcome

start_autonomous_session

submit_learning

Billing

account_status `read-only`

account_upgrade

account_usage_report `read-only`

MCP v2 Public Surface

orgx_act

orgx_attach

orgx_bootstrap `read-only`

orgx_decide

orgx_inspect `read-only`