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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


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.
decision_id
string
Decision ID to approve or reject after user confirmation
action
string
Use list to review pending approvals, or approve/reject a specific decision_id Options: list, approve, reject.
note
string
Optional approval note
reason
string
Required rejection reason
limit
number
Maximum number of pending decisions to return when listing
urgency_filter
string
Optional urgency filter for the pending decision list Options: all, critical, high.
initiative_id
string
Optional initiative UUID to scope pending decisions
Required Scopes: decisions:read, decisions:write Profiles: memory Request:

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.
agent
string
required
Target agent identifier or alias
task
string
required
Task instructions for the target agent
context
string
Optional supporting context or background for the task
initiative_id
string
Optional initiative UUID to associate with the spawned task
initiative_name
string
Optional initiative title to resolve automatically if ID is unknown
expected_artifacts
string[]
Optional final outputs you expect
deadline
string
Optional due date or plain-text deadline
style_guidelines
string
Optional voice, format, or style constraints
Required Scopes: agents:write Profiles: commander, executor, full Request:

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.
query
string
required
Search query for organizational memory
scope
string
Optional scope filter for the memory search Options: all, artifacts, decisions, initiatives.
limit
number
Maximum number of results to return
Required Scopes: memory:read Profiles: memory Request:

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.
decision
string
required
Decision text or short decision title to remember
context
string
Optional background, rationale, or source context
title
string
Optional explicit decision title
initiative_id
string
Optional parent initiative UUID
workspace_id
string
Workspace UUID
priority
string
Priority / urgency Options: low, medium, high, urgent.
Required Scopes: initiatives:write, memory:write Profiles: memory Request:

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.
initiative_id
string
Optional initiative UUID to check
initiative_name
string
Optional initiative title to resolve automatically if ID is unknown
Required Scopes: initiatives:read Profiles: memory Request:

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.
decision_id
string
required
Decision ID to approve
note
string
Optional note recorded with the approval
option_id
string
Optional decision option id when the decision includes selectable options.
Required Scopes: decisions:write Profiles: v2 Request:
Response:

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.
topic
string
required
Topic or theme to search decision history for
initiative_id
string
Optional initiative UUID to scope decision history
limit
number
Maximum number of historical decisions to return
Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: all Request:
Response:

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.
limit
number
Maximum number of decisions to return
urgency_filter
string
Optional urgency filter for the pending decision list Options: all, critical, high.
initiative_id
string
Optional initiative UUID to scope pending decisions
workspace_id
string
Optional workspace UUID to scope pending decisions
Required Scopes: initiatives:read Profiles: all Request:
Response:

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.
decision_id
string
required
Decision ID to reject
reason
string
required
Reason for rejecting the decision
option_id
string
Optional decision option id when the decision includes selectable options.
Required Scopes: decisions:write Profiles: v2 Request:
Response:

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.
agent_id
string
Optional agent ID to inspect
workspace_id
string
Optional workspace UUID to scope agent status
command_center_id
string
Deprecated alias for workspace_id
initiative_id
string
Optional initiative UUID to scope agent status
include_idle
boolean
Include idle agents in the response
Required Scopes: initiatives:read Profiles: v2 Request:
Response:

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.
task_id
string
required
Task UUID to hand off
agent
string
required
Target agent (e.g., “engineering-agent”, “marketing-agent”)
note
string
Handoff note: what to do, constraints, context, definition of done
spawn
boolean
If true (default), spawn a new agent run for the target agent
Required Scopes: agents:write, initiatives:write Profiles: v2 Request:
Response:

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.
entity_type
string
Entity type to recommend for (default: workspace) Options: workspace, initiative, workstream, milestone.
entity_id
string
Entity ID. For workspace, use “default” or a workspace ID.
workspace_id
string
Optional workspace ID to scope recommendations (canonical).
command_center_id
string
Deprecated alias for workspace_id.
agent_id
string
Optional canonical agent ID. When present, only return work assigned to that agent.
domain
string
Optional agent domain used to derive the canonical agent ID when agent_id is omitted. Options: engineering, product, design, marketing, sales, operations, orchestration.
canonical_only
boolean
When true, return only the canonical next task linked to the active goal spine.
limit
number
Max recommendations to return (default 5, max 25)
cascade
boolean
If true, refresh recommendations across the entity chain first
Required Scopes: initiatives:read Profiles: v2 Request:
Response:

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.
agent
string
required
Target agent identifier or alias
task
string
required
Task instructions for the target agent
context
string
Optional supporting context or background for the task
initiative_id
string
Optional initiative UUID to associate with the spawned task
initiative_name
string
Optional: Initiative title to resolve automatically if ID is unknown.
workstream_id
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.
milestone_id
string
Optional milestone UUID under the workstream to bind the spawned run to.
task_id
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.
expected_artifacts
string[]
Optional: Final outputs you expect (e.g., “PRD”, “10 ad images”).
deadline
string
Optional: When this is needed by (ISO date or plain text).
style_guidelines
string
Optional: Voice/format/style constraints for the agent.
wait_for_completion
boolean
Optional: If true and safe, wait briefly for the first result before replying.
model_tier
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.
model
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.
provider
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.
budget_mode
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.
max_cost_usd
number
Optional per-task hard cost ceiling in USD. If the estimate exceeds this, OrgX should block, downgrade, or ask for approval before dispatch.
execution_target
string
Where to execute: cloud (default), local (on your machine), local_preferred (try local first), or auto. Options: auto, cloud, local, local_preferred.
sdk_backend
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:
Response:

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.
query
string
required
Search query for OrgX memory
scope
string
Optional scope filter for the memory search Options: all, artifacts, decisions, initiatives.
limit
number
Maximum number of results to return
Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: v2 Request:
Response:

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.
initiative_id
string
Optional: Initiative UUID to check.
initiative_name
string
Optional: Initiative title to resolve automatically if ID is unknown.
Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: v2 Request:
Response:

Entity Management

11 tools for entity management operations.

batch_create_entities

Create multiple entities in one call with ref-based dependency resolution.
entities
object[]
required
Array of entities to create
Required Scopes: initiatives:write Profiles: all Request:
Response:

batch_delete_entities

Delete multiple entities in one call. Supports cascade and force options.
ids
string[]
required
Entity IDs to delete
cascade
boolean
Also delete child entities
force
boolean
Force delete even if entity has active children
Required Scopes: initiatives:write Profiles: all Request:
Response:

comment_on_entity

Leave a threaded comment on an entity for annotations, concerns, or progress notes.
entity_id
string
required
Entity ID to comment on
body
string
required
Comment body (markdown supported)
parent_comment_id
string
Reply to a specific comment
Required Scopes: initiatives:write Profiles: all Request:
Response:

create_entity

Create a new entity of any type. For full initiative hierarchies, use scaffold_initiative instead.
type
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.
title
string
required
Entity title
description
string
Entity description
parent_id
string
Parent entity ID
metadata
object
Additional metadata
Required Scopes: initiatives:write Profiles: all Request:
Response:

entity_action

Perform lifecycle actions on any entity (launch, pause, complete, etc.). Use action=list_actions to discover available actions.
type
string
required
Entity type Options: workspace, initiative, milestone, workstream, task, objective, playbook, decision, stream, studio_content.
id
string
required
Entity ID
action
string
Action to perform (launch, pause, complete, etc.). Omit to list available actions.
force
boolean
Force the action even if preconditions are not met.
note
string
Optional note attached to the action.
Required Scopes: initiatives:write Profiles: all Request:
Response:

get_task_with_context read-only

Fetch a task with hydrated context attachments (entities, artifacts, plan sessions).
task_id
string
required
Task ID
Required Scopes: initiatives:read Profiles: all Request:
Response:

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.
type
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.
limit
number
Max results (default: 20, max: 100).
cursor
string
Pagination cursor.
status
string
Filter by status.
parent_id
string
Filter by parent entity ID.
id
string
Fetch a single entity by ID (with hydrated context when hydrate_context=true).
hydrate_context
boolean
Include relationships and rich context.
include_relationships
boolean
Include related entities.
Required Scopes: initiatives:read Profiles: all Request:
Response:

list_entity_comments read-only

List comments for an entity. Returns threaded discussion.
entity_id
string
required
Entity ID
limit
number
Max comments to return
Required Scopes: initiatives:read Profiles: all Request:
Response:

scaffold_initiative

Create a complete initiative with workstreams, milestones, and tasks in one call.
title
string
required
Initiative title
summary
string
Initiative summary
workstreams
object[]
Workstream definitions with nested tasks
milestones
object[]
Milestone definitions
auto_launch
boolean
Auto-launch initiative after creation (default: true)
Required Scopes: initiatives:write Profiles: v2, commander, planner Request:
Response:

update_entity

Update entity fields (title, description, metadata). For status changes, use entity_action.
type
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.
id
string
required
Entity ID
title
string
New title
description
string
New description
metadata
object
Metadata fields to merge
Required Scopes: initiatives:write Profiles: all Request:
Response:

verify_entity_completion read-only

Run pre-completion verification to confirm all child work is done before completing an entity.
type
string
required
Entity type Options: workspace, initiative, milestone, workstream, task, objective, playbook, decision, stream, studio_content.
id
string
required
Entity ID
Required Scopes: initiatives:read Profiles: all Request:
Response:

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.
view
string
Response view mode (default: summary). Options: summary, detailed.
initiative_status
string
Filter initiatives by status. Options: active, paused, all.
include
string[]
Detailed mode payload sections.
limit
number
Max initiatives to return (default: 20, max: 100).
cursor
string
Pagination cursor from a previous result.
Required Scopes: initiatives:read Profiles: all Request:
Response:

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.
session_id
string
required
Plan session ID
implementation_summary
string
Summary of what was built
files_changed
string[]
List of files modified
deviations
object[]
Any deviations from the plan
attach_to
object[]
Optional: attach this plan session as context on target entities (pointers, not payloads).
Required Scopes: decisions:write Profiles: all Request:
Response:

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:
Response:

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.
session_id
string
required
Plan session ID
plan_content
string
required
Current plan content to analyze
Required Scopes: decisions:write Profiles: all Request:
Response:

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.
session_id
string
required
Plan session ID
edit_type
string
required
Type of edit made Options: add_section, remove_section, modify_section, add_detail, change_approach, add_edge_case, add_constraint, reorder, other.
before_content
string
Content before edit
after_content
string
required
Content after edit
section_path
string
Section path like ”## API Design”
user_reason
string
Why this edit was made
Required Scopes: decisions:write Profiles: all Request:
Response:

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.
feature_name
string
required
Name of the feature being planned
initial_plan
string
Initial plan content if any
workspace_id
string
Workspace UUID to scope the planning session. Defaults to current session workspace when omitted.
Required Scopes: decisions:write Profiles: all Request:
Response:

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.
initiative_id
string
required
Initiative UUID to gather signals for
workstream_id
string
Optional: filter to a specific workstream
Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: all Request:
Response:

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.
initiative_id
string
Initiative UUID to score
workspace_id
string
Score across all initiatives in this workspace
command_center_id
string
Deprecated alias for workspace_id.
limit
number
Max items to return (default 10)
Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: all Request:
Response:

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.
initiative_id
string
required
The initiative ID
Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: all Request:
Response:

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.
stream_id
string
required
The stream ID to update
progress_pct
number
Progress percentage (0-100)
confidence
number
Confidence level (0-1) - separate from progress
status_note
string
Brief note about current status
expected_version
number
For optimistic locking
Required Scopes: agents:write Profiles: all Request:
Response:

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.
domain
string
required
Agent domain: engineering, marketing, product, design, ops, sales, orchestration
task_id
string
OrgX task ID this spawn is for
task_title
string
Task title (for model routing if task_id not provided)
task_description
string
Task description
Required Scopes: agents:write Profiles: all Request:
Response:

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.
title
string
required
Task title
description
string
Task description
entity_type
string
Entity type: task, decision, initiative
domain
string
Agent domain
model_tier
string
Optional tier to estimate. Omit to let OrgX auto-route. Options: standard, balanced, precision, local, sonnet, opus.
provider
string
Optional provider preference for the estimate. Use auto unless explicitly selected. Options: auto, openai, anthropic, openrouter, groq, local.
budget_mode
string
Optional budget posture for the estimate. Use cheapest_valid for controlled validation runs only. Options: cheapest_valid, balanced, highest_quality.
max_cost_usd
number
Optional per-task hard cost ceiling to compare against the estimate.
estimate_only
boolean
When true, return pre-spawn estimate context without dispatching work.
Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: all Request:
Response:

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.
pr_url
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.
workspace_id
string
OrgX workspace UUID
initiative_id
string
Initiative to attach the consolidation_pass artifact to
task_id
string
Task to attach the consolidation_pass artifact to
decision_id
string
Decision to attach the consolidation_pass artifact to
commit_sha
string
Override commit SHA for idempotency; defaults to merge commit or PR head SHA
verdict
string
Optional verdict override; defaults from PR state Options: ship, simplify_first, escalate.
reviewer_note
string
Optional reviewer note to include in critic evidence
Required Scopes: initiatives:write Profiles: v2, commander, executor Request:

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.
initiative_id
string
required
Initiative UUID
idempotency_key
string
required
Idempotency key for safe retries
operations
object[]
required
Ordered task, milestone, and decision mutations to apply atomically
run_id
string
Existing run UUID
correlation_id
string
Required when run_id is not provided
source_client
string
Required when run_id is not provided Options: openclaw, codex, claude-code, chatgpt, cursor, web-ui, api.
runtime
object
Runtime provenance used by /live to bucket cloud, local, Anthropic, managed, and OpenClaw changeset decisions
Required Scopes: Authenticated user Profiles: all Request:
Response:

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.
initiative_id
string
required
Initiative UUID
message
string
required
Human-readable activity update
run_id
string
Existing run UUID
correlation_id
string
Required when run_id is not provided
source_client
string
Required when run_id is not provided Options: openclaw, codex, claude-code, chatgpt, cursor, web-ui, api.
phase
string
Optional reporting phase for the activity event Options: intent, execution, blocked, review, handoff, completed.
progress_pct
number
Optional progress percentage associated with this activity
level
string
Optional severity level for the activity event Options: info, warn, error.
next_step
string
Optional next step to surface after this activity event
metadata
object
Optional structured metadata to attach to the activity event
runtime
object
Runtime provenance used by /live to bucket cloud, local, Anthropic, managed, and OpenClaw chokepoints
chokepoint
object
Durable blocker/stall/error/approval to surface in /live when execution cannot proceed
Required Scopes: Authenticated user Profiles: v2, executor Request:
Response:

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.
task_id
string
OrgX task ID (snake_case alias; taskId also accepted)
taskId
string
OrgX task ID (backend/camelCase alias)
agent_domain
string
Agent domain that completed the task (agentDomain/domain also accepted)
agentDomain
string
Agent domain that completed the task (backend/camelCase alias)
domain
string
Short alias for agentDomain
score
number
required
Quality score: 1=poor, 3=acceptable, 5=excellent
scored_by
string
Who scored this (snake_case alias; scoredBy also accepted) Options: human, auto, peer.
scoredBy
string
Who scored this (backend/camelCase alias) Options: human, auto, peer.
notes
string
Notes on the score
Required Scopes: decisions:write Profiles: all Request:
Response:

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.
artifact_id
string
Specific artifact ID to review. Defaults to the next in_review artifact.
entity_id
string
Scope to artifacts attached to this entity (initiative, workstream, milestone, or task).
workspace_id
string
Workspace UUID. Defaults to the session workspace.
Required Scopes: initiatives:write Profiles: memory Request:

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.
memory
string
Local MEMORY.md content to push
daily_log
string
Today’s session log to push
Required Scopes: Authenticated user Profiles: all Request:
Response:

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.
action
string
required
list=show all, get=current, set=switch active, create=new workspace Options: list, get, set, create.
workspace_id
string
Workspace UUID to switch to (action=set only)
name
string
Workspace name (action=create)
title
string
Alias for name (action=create)
description
string
Workspace narrative/description (action=create)
tagline
string
Short workspace tagline (action=create)
narrative
string
Workspace identity narrative (action=create)
key_metrics
string[]
Workspace identity metrics (action=create)
roadmap_url
string
Roadmap URL (action=create)
Source links for workspace identity (action=create)
set_active
boolean
Whether to make the new workspace active. Defaults true.
Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: all Request:
Response:

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.
action
string
required
Configuration operation Options: status, configure_agent, set_policy.
agent_type
string
Agent type (configure_agent only) Options: product, engineering, marketing, sales, operations, design, orchestrator.
trust_level
string
Agent autonomy level (configure_agent only) Options: strict, balanced, autonomous.
focus_areas
string[]
Agent focus areas (configure_agent only)
approval_required
string[]
Actions requiring approval (configure_agent only)
skip_approval
string[]
Actions without approval (configure_agent only)
policy_type
string
Policy type (set_policy only) Options: approvals, notifications, working_hours, budget, artifact_collection.
config
object
Policy configuration (set_policy only)
workspace_id
string
Workspace UUID to scope policy overrides (set_policy only)
command_center_id
string
Deprecated alias for workspace_id (set_policy only)
Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: all Request:
Response:

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.
scope
string
personal=your stats, session=current session diagnostics Options: personal, session. Default: "personal".
timeframe
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:
Response:

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.
workspace_id
string
required
Workspace ID
session_id
string
Specific session ID (defaults to most recent)
Required Scopes: initiatives:read Profiles: v2 Request:
Response:

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.
workspace_id
string
required
Workspace ID
agent_type
string
required
Agent type to query trust for
Required Scopes: agents:read Profiles: all Request:
Response:

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.
workspace_id
string
required
Workspace ID
period
string
Time period for ROI calculation Options: 7d, 30d, 90d. Default: "30d".
agent_type
string
Filter by specific agent type
capability_key
string
Filter by capability key
Required Scopes: initiatives:read Profiles: all Request:
Response:

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.
workspace_id
string
required
Workspace ID
capability_key
string
Capability key to filter learnings
keywords
string[]
Keywords for semantic matching
limit
integer
Maximum number of learnings to return Default: 5.
Required Scopes: memory:read Profiles: all Request:
Response:

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.
workspace_id
string
Workspace ID
workspaceId
string
CamelCase alias for workspace_id
outcome_type_key
string
Outcome type key: deal_closed, meeting_booked, etc.
outcomeTypeKey
string
CamelCase alias for outcome_type_key
outcome_value
number
Value in the outcome type unit (e.g., USD amount)
outcomeValue
number
CamelCase alias for outcome_value
source
string
Source that observed or reported the outcome Options: manual, agent_self_report, crm_webhook, linear_sync. Default: "manual".
source_id
string
External source ID for deduplication
sourceId
string
CamelCase alias for source_id
occurred_at
string
ISO datetime when the outcome occurred
occurredAt
string
CamelCase alias for occurred_at
metadata
object
Additional context
Required Scopes: initiatives:write Profiles: all Request:
Response:

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.
workspace_id
string
required
Workspace ID.
session_type
string
Autonomy session mode to start. Options: overnight, weekend, scheduled, manual. Default: "manual".
max_cost_usd
number
Maximum budget in USD before the session stops. Default: 10.
max_receipts
integer
Maximum number of receipts the session may produce. Default: 100.
allowed_trust_levels
string[]
Only execute capabilities at these trust levels. Default: ["autonomous","act_with_approval"].
Required Scopes: agents:write Profiles: all Request:
Response:

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.
workspace_id
string
required
Workspace ID
learning_type
string
required
Type of learning Options: failure_pattern, success_pattern, cost_optimization, quality_heuristic.
summary
string
required
Human-readable learning summary
capability_key
string
Applicable capability key
evidence_receipt_ids
string[]
Receipt IDs that support this learning
keywords
string[]
Semantic keywords for matching
Required Scopes: memory:read Profiles: all Request:
Response:

Billing

3 tools for billing operations.

account_status read-only

Returns account tier, usage, and current edge rate-limit allowance.
user_id
string
Optional user ID override.
Required Scopes: Authenticated user Profiles: all Request:
Response:

account_upgrade

Starts an account upgrade flow and returns checkout/contact URL.
target_plan
string
Target plan to upgrade to. Options: pro, enterprise.
billing_cycle
string
Billing cycle preference. Options: monthly, annual.
user_id
string
Optional user ID override.
Required Scopes: Authenticated user Profiles: all Request:
Response:

account_usage_report read-only

Returns billing usage details with current edge rate-limit usage.
user_id
string
Optional user ID override.
Required Scopes: Authenticated user Profiles: all Request:
Response:

MCP v2 Public Surface

11 tools for mcp v2 public surface operations.

orgx_act

Run a lifecycle, validation, completion, or proof action on one OrgX entity. Per-action required inputs: • update → “fields” patch object. • complete_with_proof, ship_batch → “artifact” (artifact_type + artifact_url/external_url; preview_markdown optional). • validate (studio) → “spec” payload. • block, flag_risk, decline, cancel, delete → “note” strongly recommended. • dry_run=true previews update/delete and other supported lifecycle actions without mutating; update dry-runs must return would_update instead of delegating to orgx_write. Allowed (type → action) pairs (others return an error): workspace: update|delete initiative: launch|pause|resume|complete|archive|update|delete milestone: start|complete|flag_risk|cancel|ship_batch|update|delete workstream: start|pause|resume|block|complete|reassign_streams|update|delete task: start|complete|complete_with_proof|block|unblock|reopen|update|delete objective, playbook, decision, studio: see field descriptions. USE WHEN: changing entity state. NEXT: orgx_submit_receipt for durable proof. DO NOT USE for creating records — use orgx_write.
type
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.
id
string
required
Target entity UUID or short ID prefix (8+ hex chars).
action
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.
fields
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.
note
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.
dry_run
boolean
Preview update/delete or supported lifecycle actions without mutating. For action=update this returns would_update and must not delegate to orgx_write.
force
boolean
Force action where server supports override semantics (skips pre-flight checks).
spec
object
REQUIRED when action=validate. Spec payload for studio validation (shape varies per studio entity subtype).
artifact
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.
verification
string[]
Optional list of verification evidence URLs/IDs for completion flows.
quality_score
number
Quality score (0-5) attached to the action when used in proof/completion flows.
idempotency_key
string
Optional client-supplied idempotency key for safe retries. Same key returns the same result without re-executing.
session_id
string
Optional bootstrap/session identifier returned by orgx_bootstrap.
Required Scopes: initiatives:write Profiles: v2, commander, planner, executor Request:

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.
type
string
required
Target entity type Options: workspace, initiative, milestone, workstream, task, objective, playbook, decision, stream, studio_content.
id
string
required
Target entity UUID or short ID prefix
name
string
required
Artifact title
artifact_type
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.
artifact_url
string
Internal artifact URL. REQUIRED unless external_url is provided; preview_markdown alone is rejected.
external_url
string
External artifact URL. REQUIRED unless artifact_url is provided; preview_markdown alone is rejected.
description
string
Artifact description
preview_markdown
string
Optional markdown preview shown with the linked artifact. Does not replace artifact_url/external_url.
status
string
Artifact workflow status Options: draft, in_review, approved, changes_requested, superseded, archived.
metadata
object
Artifact metadata
agent_type
string
Agent/domain that produced the artifact, such as engineering, sales, product, design, operations, marketing, or orchestrator. Stored under metadata.artifact_contract.
company_stage
string
Founder/team context this artifact is calibrated for. Stored under metadata.artifact_contract. Options: early_founder, founder_led_company, operating_team.
business_outcome
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.
owner
string
Human or agent owner for the next review/action. Stored under metadata.artifact_contract.
review_date
string
Date or cadence for the next review point. Stored under metadata.artifact_contract.
verification
string[]
Verification evidence or checks required before the artifact can count as done. Stored under metadata.artifact_contract.
idempotency_key
string
Strongly recommended client-generated idempotency key for safe retries
session_id
string
Optional bootstrap/session identifier
Required Scopes: initiatives:write Profiles: v2, memory, commander, executor Request:

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.
workspace_id
string
Canonical workspace UUID to bind as the active session workspace
conversation_id
string
Optional client conversation/session identifier for continuity
client_name
string
Optional MCP client name, such as codex, chatgpt, cursor, or claude
timezone
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:

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.
action
string
required
Decision operation. See top-level description for per-action required fields. Options: create, remember, list_pending, approve, reject.
decision_id
string
Decision UUID. REQUIRED for action=approve or action=reject. Returned by action=list_pending or action=create.
title
string
Short title for the decision. REQUIRED for action=create.
decision
string
The decision text itself (what was decided). REQUIRED for action=create and action=remember.
summary
string
Optional one-line summary used in lists. Falls back to title when omitted.
context
string
Background context / rationale that led to the decision. Recommended for action=create to capture provenance.
reason
string
REQUIRED for action=reject. Explanation of why the decision was rejected — used by the assigned agent to adjust its next attempt.
note
string
Optional approver note for action=approve. Free-text rationale stored in audit history.
initiative_id
string
Optional initiative UUID to scope the decision. Used as filter when action=list_pending; used as parent when action=create.
workspace_id
string
Optional workspace UUID to scope the decision. Defaults to the MCP session’s workspace.
idempotency_key
string
Strongly recommended client-supplied idempotency key for writes (action=create, remember, approve, reject). Same key returns the same result without duplicating state.
session_id
string
Optional bootstrap/session identifier returned by orgx_bootstrap.
Required Scopes: decisions:write Profiles: v2, memory, commander, planner, observer Request:

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.
type
string
required
Entity type to inspect Options: workspace, initiative, workstream, milestone, task, decision, artifact, plan_session.
id
string
required
Entity UUID or accepted short ID prefix
hydrate_context
boolean
Include linked context where available; default true
max_chars
integer
Approximate maximum hydrated context characters
session_id
string
Optional bootstrap/session identifier
Required Scopes: initiatives:read Profiles: v2, memory, commander, planner, executor, observer Request:

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.
action
string
required
Planning action to perform. See top-level description for per-action required fields. Options: start, resume, improve, record_edit, complete.
session_id
string
Plan session UUID or orgx://plan_session/<uuid> URI. REQUIRED for action=resume | improve | record_edit | complete. Omit for action=start.
feature_name
string
Feature or plan name. REQUIRED when action=start.
initial_plan
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.
plan_content
string
Current/final plan markdown. REQUIRED when action=improve (the draft to critique) or action=complete (the final accepted plan).
edit_summary
string
One-line description of the change being recorded. REQUIRED when action=record_edit.
attach_to
object
Optional target to link the completed plan to when action=complete. Shape: { entity_type: “initiative” | “workstream” | “task”, entity_id: string }.
workspace_id
string
Workspace UUID to scope action=start plan sessions. Defaults to current session workspace when omitted.
idempotency_key
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:

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.
mode
string
Recommendation mode; default next_action Options: next_action, morning_brief.
period
string
Reporting period for mode=morning_brief; default 30d Options: day, week, 30d.
entity_type
string
Recommendation scope type Options: workspace, initiative, workstream, milestone, task.
entity_id
string
Scoped entity ID
workspace_id
string
Workspace UUID
limit
integer
Maximum recommendations
session_id
string
Optional bootstrap/session identifier
Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: v2, memory, commander, observer Request:

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.
query
string
Search query for memory or title/text matching
type
string
Optional entity type filter, such as task, milestone, decision, artifact, or initiative
status
string
Optional status filter
initiative_id
string
Optional initiative UUID scope
workspace_id
string
Optional workspace UUID scope
limit
integer
Maximum records to return
fields
string[]
Optional compact field list
session_id
string
Optional bootstrap/session identifier
Required Scopes: initiatives:read Profiles: v2, memory, commander, planner, executor, observer Request:

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.
action
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.
title
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.
task_id
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.
initiative_id
string
Optional initiative UUID to scope the spawned task. Inferred from task_id when omitted.
workspace_id
string
Optional workspace UUID to scope the spawned task. Defaults to the MCP session’s workspace.
agent_type
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.
instructions
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.
model_tier
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.
model
string
Optional exact model identifier when the user explicitly selects one. Otherwise OrgX resolves the model from task, tier, provider, policy, and budget.
provider
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.
budget_mode
string
Optional budget posture override. Use cheapest_valid for controlled validation runs while reliability is being proven. Options: cheapest_valid, balanced, highest_quality.
max_cost_usd
number
Optional per-task hard cost ceiling in USD. If the estimate exceeds this, OrgX should block, downgrade, or request approval before dispatch.
idempotency_key
string
Optional client-supplied idempotency key for safe retries. Same key returns the same spawn result without re-running.
session_id
string
Optional bootstrap/session identifier returned by orgx_bootstrap.
Required Scopes: agents:write Profiles: v2, commander, executor Request:

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.
workspace_id
string
Workspace UUID. Defaults to the MCP session’s workspace when omitted.
entity_type
string
Related entity type (initiative, workstream, milestone, task, decision). Required if no artifact_id is provided — pair with entity_id.
entity_id
string
Related entity UUID. Required when entity_type is provided.
receipt_type
string
required
Receipt category key. Recognized values: “proof”, “outcome”, “quality”, “attribution”, “learning”. Custom domain-specific keys are also accepted.
summary
string
required
One-sentence human-readable description of what the receipt proves (e.g. “Merged PR #142 unblocking the auth refactor”).
evidence
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.
artifact_id
string
Related artifact UUID to anchor the receipt to. Alternative to entity_type+entity_id when the proof lives in OrgX as an artifact.
artifact_type
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.
agent_type
string
Agent/domain that produced the receipt, such as engineering, sales, product, design, operations, marketing, or orchestrator.
business_outcome
string
Business outcome advanced by the receipt.
verification_status
string
Whether the artifact verification passed, failed, was blocked, or was not run. Options: passed, failed, blocked, not_run.
validation_rung
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.
loop_validation
boolean
Set true when this receipt should be evaluated against the OrgX loop reliability validation ladder.
model_tier
string
Model tier used for the run being receipted. For validation rungs before calibrated expansion, use standard. Options: standard, balanced, precision, local, sonnet, opus.
budget_mode
string
Budget posture used for the run being receipted. For validation rungs before calibrated expansion, use cheapest_valid. Options: cheapest_valid, balanced, highest_quality.
max_cost_usd
number
Per-task or canary spend cap used during the validation run, when known.
idempotency_key
string
Strongly recommended client-supplied idempotency key. Submitting the same key twice will not create a duplicate receipt.
session_id
string
Optional bootstrap/session identifier returned by orgx_bootstrap.
Required Scopes: initiatives:write Profiles: v2, memory, commander, executor Request:

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.
operation
string
Write operation. Defaults to “create”. Set “update” (with id + fields) to patch an existing entity. Options: create, update.
type
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.
id
string
REQUIRED when operation=“update”. Target entity UUID to patch.
title
string
REQUIRED on create (provide either “title” or “name” — they are aliases). Display title of the new entity.
name
string
Alternative to “title” on create. REQUIRED on create when “title” is not provided.
summary
string
Short description shown in lists and previews. Recommended on create.
description
string
Longer-form description used in detail views.
fields
object
REQUIRED when operation=“update”. Map of entity fields to patch (only include fields you want to change).
initiative_id
string
Parent initiative UUID. REQUIRED when type=“workstream”. Optional context for tasks/milestones/artifacts to associate them with an initiative.
workstream_id
string
Parent workstream UUID. REQUIRED when type=“milestone” or type=“task”.
milestone_id
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.
workspace_id
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).
goal_ids
string[]
Objective UUIDs for initiative/workstream/milestone/task creation. REQUIRED when the workspace enforces a primary objective. Resolve via orgx_inspect type=objective.
priority
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.
due_date
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.
status
string
Initial workflow status; common agent aliases such as “active” are normalized per entity type (“active” → “in_progress”).
entity_type
string
REQUIRED when type=“artifact”. Entity type to attach the artifact to (initiative, workstream, milestone, task, or decision).
entity_id
string
REQUIRED when type=“artifact” (unless task_id is provided). UUID of the entity to attach the artifact to.
task_id
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.
artifact_type
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.
artifact_url
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.
external_url
string
External artifact URL (https://). Either artifact_url or external_url is required when type=“artifact”; preview_markdown alone is not accepted.
preview_markdown
string
Optional inline markdown preview shown with the linked artifact. Supporting context only; it does not replace artifact_url/external_url.
run_id
string
REQUIRED when type=“blocker”. Agent run UUID the blocker applies to.
step_id
string
Optional agent run step UUID for blocker creation.
blocker_type
string
Blocker category/type when type=“blocker” (e.g. “missing_input”, “permission”, “external_dependency”).
resolution
string
Blocker resolution text when known. Used to mark a blocker as resolved.
live_visibility
string
Initiative live-link visibility. Only applies when type=“initiative”. Options: private, public.
live_public
boolean
Shortcut to publish an initiative live link (sets live_visibility=“public”). Only applies when type=“initiative”.
live_reveal_title
boolean
When true, public live-link visitors see the initiative title. Only applies when type=“initiative” with live_visibility=“public”.
metadata
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 }).
tagline
string
Workspace tagline when type=“workspace”.
narrative
string
Workspace identity narrative when type=“workspace”.
key_metrics
string[]
Workspace identity metrics when type=“workspace”.
roadmap_url
string
Workspace roadmap URL when type=“workspace”.
Workspace source links when type=“workspace”.
set_active
boolean
For workspace create, make the new workspace active. Defaults true.
idempotency_key
string
Strongly recommended client-generated idempotency key for safe retries. Same key returns the same result without creating a duplicate.
session_id
string
Optional bootstrap/session identifier returned by orgx_bootstrap.
Required Scopes: initiatives:write Profiles: v2, commander, planner, executor Request:

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.
workspace_id
string
Workspace UUID to check. Defaults to the MCP session workspace.
Required Scopes: initiatives:read Profiles: all Request:

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.
workspace_id
string
Workspace ID
workspaceId
string
CamelCase alias for workspace_id
key
string
required
Outcome type key, normalized server-side to snake_case
display_name
string
Human-facing outcome type label
displayName
string
CamelCase alias for display_name
unit
string
Measurement unit for this outcome type Options: usd, hours, count, percent. Default: "count".
value_semantics
string
How the value should be interpreted by ROI/proof loops Options: revenue, time_saved, risk_reduced, quality_improved. Default: "quality_improved".
valueSemantics
string
CamelCase alias for value_semantics Options: revenue, time_saved, risk_reduced, quality_improved.
Required Scopes: initiatives:write Profiles: all Request:

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.
workspace_id
string
Workspace UUID to scope the chronicle.
command_center_id
string
Deprecated alias for workspace_id.
period
string
Reporting window. day=24h, week=7d, 30d=30 days. Options: day, week, 30d.
Required Scopes: initiatives:read Profiles: v2, commander, observer Request:

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.
level
string
required
Which hierarchy node to act on Options: initiative, workstream, milestone, task, run.
id
string
required
UUID of the node
action
string
required
Lifecycle action to apply Options: pause, resume, retry, cancel.
Required Scopes: agents:write Profiles: all Request:

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.
initiative_id
string
required
Initiative UUID
run_id
string
Existing run UUID
correlation_id
string
Required when run_id is not provided
source_client
string
Required when run_id is not provided Options: openclaw, codex, claude-code, chatgpt, cursor, web-ui, api.
runtime
object
Runtime provenance used by /live to bucket chokepoints
summary
string
Optional human-readable rollup of the graph state
nodes
object[]
required
Execution graph nodes; each carries claimed status + optional verification
edges
object[]
depends_on edges between node ids
trust_events
object[]
Explicit trust-ledger events such as authority_exceeded that OrgX cannot infer from graph shape
metadata
object
Optional structured metadata to attach to the execution-graph emission
Required Scopes: Authenticated user Profiles: all Request:

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.
workspace_id
string
required
Workspace ID to audit
agent_type
string
Agent type to benchmark trust against Default: "orchestrator".
period
string
ROI attribution period used for ROI Visibility Options: 7d, 30d, 90d. Default: "30d".
include_raw_signals
boolean
Include raw upstream signal payloads for debugging and verification Default: false.
Required Scopes: agents:read, initiatives:read Profiles: all Request:

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.
question_id
string
required
Question/decision UUID returned by orgx_request_question
Required Scopes: Authenticated user Profiles: v2, commander, planner, executor, observer Request:

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.
initiative_id
string
required
Initiative UUID
idempotency_key
string
required
Stable key for safe retries of the same question
question
string
required
The concrete question the owner must answer
context
string
What led here, what is preserved, and what the answer changes
options
object[]
Pre-allocated answers for single-select or multi-select questions
response_mode
string
Answer control; inferred from options when omitted Options: single_select, multi_select, free_text, confirmation.
blocking
boolean
Whether this answer gates the linked work; default true
urgency
string
Owner attention urgency; default medium Options: low, medium, high, urgent.
workstream_id
string
Affected workstream UUID
run_id
string
Existing run UUID
correlation_id
string
Required with source_client when run_id is absent
source_client
string
Originating client; required when run_id is absent Options: openclaw, codex, claude-code, chatgpt, cursor, web-ui, api.
runtime
object
Runtime/provider provenance for the paused execution
source_session_id
string
Claude, Codex, Cursor, or other client session identifier
source_tool
string
required
Originating tool, e.g. AskUserQuestion or request_user_input
source_event_id
string
Originating question/tool-call event identifier
source_ref
object
Additional non-secret client continuation references
metadata
object
Additional non-secret structured context
Required Scopes: Authenticated user Profiles: v2, commander, planner, executor Request:

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.
action
string
required
Queue operation Options: pin, unpin, skip.
initiative_id
string
required
Initiative UUID
workstream_id
string
required
Workstream UUID
workspace_id
string
Workspace UUID
command_center_id
string
Deprecated alias for workspace_id
rank
number
Position among pinned items, 0=top (pin only)
duration_minutes
number
Skip duration in minutes, default 60, max 10080 (skip only)
Required Scopes: initiatives:write Profiles: all Request:

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.
action
string
required
get=read config, update=modify settings Options: get, update.
workspace_id
string
Workspace UUID
command_center_id
string
Deprecated alias for workspace_id
enabled
boolean
Enable/disable scoring_v2 (action=update only)
active_signals
string[]
Signal names to activate (action=update only)
weights
object
Partial weight overrides e.g. { priority: 300 } (action=update only)
Required Scopes: decisions:read, agents:read, initiatives:read, memory:read Profiles: all Request:

Deprecated Tools

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

Next Steps

MCP Protocol

Protocol implementation details.

Agent Ops

Get started with agent workflows.