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Adobe Workfront MCP server tools

Last update: October 23, 2026

CREATED FOR:

  • User

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the release to Preview, the same features are also available monthly in the Production environment for customers who enabled fast releases.

For information about fast releases, see Enable or disable fast releases for your organization.

This article lists the tools that the Adobe Workfront MCP server exposes to a connected AI agentic platform. The platform calls these tools on your behalf when you ask it to find, create, update, or delete Workfront items.

For information about how to use these tools through an AI agentic platform, see Use the Adobe Workfront MCP server. For information about how to set up the connection, see Configure the Adobe Workfront MCP server.

IMPORTANT
The AI agentic platform acts in Workfront using your Workfront account, access level, and object permissions. A tool only works if you have the corresponding access in Workfront. Adobe is not responsible for changes the AI agentic platform makes to your Workfront data.

How product entitlements affect the tool list

The tools that appear in your AI agentic platform depend on your organization’s Workfront product entitlements.

  • Customers licensed only for Workfront Planning see Planning tools, but not Workflow tools.
  • Customers licensed only for Workfront Workflow see Workflow tools, but not Planning tools.
  • Customers licensed for both Workfront Workflow and Workfront Planning see both sets of tools.
  • Insights and context tools are available to all customers.

If your organization is not entitled to a product area, the related tools do not appear in the tool list for that connection. If an AI agentic platform attempts to call a tool that is not available for your entitlements, the request is blocked.

The following tables identify the product area each tool belongs to.

Toolsets in the Workfront MCP server

IMPORTANT
Toolsets are selected when you configure your connection to the Workfront MCP server.
For information and instructions, see Configure the Adobe Workfront MCP server

Toolsets let you select the Workfront capabilities your AI client needs instead of exposing the full MCP catalog. This is useful for clients that load all tool definitions up front, need to stay within tool-count limits, or benefit from a more focused tool list.

You can specify toolsets by adding the toolsets query parameter to the Workfront MCP server URL.

Example:

https://mcp.workfront.adobe.com/mcp/v1/workfront?toolsets=core,comment-stream

This example exposes the core and comment-stream capabilities. The core group is automatically included whenever a subset is selected.

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Available toolsets include:

  • core: The base Workfront toolset that is included automatically when you select a subset of toolsets.
  • comment-stream: Tools for comment and discussion workflows.
  • planning: Tools for Workfront Planning capabilities.
  • approvals: Tools for approval workflows.
  • reporting: Tools for reporting.

To expose the full authorized catalog, omit the parameter or use toolsets=all.

You can Combine optional groups with commas, such as toolsets=core,planning,approvals.

Selection applies to tools, resources and resource templates, prompts, and MCP apps that surface Workfront tools in their UI. Backend-specific server instructions follow the selected toolset configuration as well.

Toolsets do not change permissions. Your Workfront access level and object permissions continue to be enforced.

If you want the AI client to access a different domain, update the connection configuration to select the appropriate toolset.

Read and write actions

Each tool in the following tables is classified in the Action column as either a Read or Write action:

  • Read: Retrieves information from Workfront without changing your data. For example, finding a project, listing documents, or getting a record’s details.
  • Write: Creates, updates, or deletes Workfront data. For example, creating a project, updating a record, or deleting a view.

Your Workfront administrator controls which categories of tools the AI agentic platform can use through two toggles in System Preferences:

  • Read-only MCP tools (enabled by default)
  • Write MCP tools (disabled by default)

If the AI agentic platform can find Workfront items but can’t create, update, or delete them, ask your Workfront administrator to enable write actions. For more information, see Admin prerequisites in Configure the Adobe Workfront MCP server.

Approvals tools

Product requirement: All customers

There are currently no entitlement limitations on approvals tools.

Documents

Title
Tool name
What it does
Action
Upload Document to Workfront**
upload_document_ui
It lets you upload a file to a project, task, issue, program, portfolio or template, and optionally into a folder.
Write
Find document version by name
approvals_find_document_version_by_name
Looks up a document’s current version ID by filename. Supports partial matches.
Read
Get document by version ID
approvals_get_document_by_version_id
Fetches document details (name, size, upload date, uploader) for a known document version ID.
Read
Resolve document scope
approvals_resolve_document_scope
Expands a project or folder into the list of document version IDs it contains. Supports project, folder, and folder-by-name scopes.
Read
Get documents by scope
approvals_get_documents_by_scope
Deprecated. Use insights_find_workfront_data instead. This tool listed documents inside a project or folder.
Read
List AEM-linked folders*
approvals_list_aem_linked_folders
Lists Workfront document folders that are linked to Adobe Experience Manager.
Read
Find a document
approvals_find_document
Deprecated. Use insights_find_workfront_data instead. This tool looked up a document by filename or document version ID.
Read
Send documents to AEM folder*
approvals_send_documents_to_aem_folder
Moves one or more Workfront documents to an AEM-linked folder.
Write

*You must have a native Adobe Experience Manager integration configured in your Workfront instance to use these tools. For more information, see Overview of Adobe Experience Manager Assets integrations.

*Sending documents to an AEM folder is not yet supported for projects on Adobe cloud storage. Support is expected in a future release.
**This tool opens an interactive upload panel in the chat, so it only works in tools that support MCP Apps. Currently, only Claude is supported for this tool. It appears under “Interactive tools” in the tool permissions and asks for approval by default.

Approval workflows

Title
Tool name
What it does
Action
Get approval workflow info
approvals_get_approval_info
Returns the current approval workflow (stages, participants, status) for a document version. For approvals with multiple paths, it shows each path and its stages.
Read
Create or update approval workflow
approvals_create_or_update_approval_workflow
Creates or updates the approval workflow stages for a document version. Supports a single track of stages or multiple parallel review paths.
Write
Create approval from template
approvals_create_approval_from_template
Creates an approval workflow on a document using an existing template, including templates that define multiple parallel paths.
Write
Delete approval stage
approvals_delete_approval_stage
Deletes a single stage from an approval workflow by name or position. Only not-started stages can be deleted.
Write
Add path to approval
approvals_add_path_to_approval
Adds a new parallel review path to an existing approval workflow, so multiple review tracks run at the same time on a document version.
Write
Remove path from approval
approvals_remove_path_from_approval
Removes a parallel path from an approval workflow. The first path can’t be removed, and paths that contain completed or locked stages are protected.
Write
Add stage to path
approvals_add_stage_to_path
Adds a review stage to the end of a specific path within a parallel approval workflow.
Write
Remove stage from path
approvals_remove_stage_from_path
Removes a not-started stage from a specific path in a parallel approval workflow. Each path must keep at least one stage.
Write
Reorder stages in path
approvals_reorder_stages_in_path
Changes the order of stages within a single path of a parallel approval workflow.
Write

Reminders

Title
Tool name
What it does
Action
Send reminder to participants
approvals_send_reminder_to_participants
Sends reminder emails to specific participants in an approval stage. Works only for started, not-completed, not-locked stages.
Write
Send reminder to undecided participants
approvals_send_reminder_to_undecided
Sends reminder emails to all undecided participants (notified, opened, or commented) in an approval stage.
Write

Approval templates

Title
Tool name
What it does
Action
List approval templates
approvals_list_templates
Lists approval templates available in this Workfront instance. Supports filtering by creator, participant, and sorting by usage.
Read
Search template by name
approvals_search_template_by_name
Finds approval templates by name (case-insensitive partial match).
Read
Create approval template
approvals_create_template
Creates a new approval template with linear or graph-based stage dependencies.
Write
Update approval template
approvals_update_template
Updates an existing template with structured modifications (add or remove participants, rename stages, set deadlines, etc.).
Write
Remind stakeholders of approvals in bulk
approvals_send_approval_reminder
Send approval reminder emails to all pending approvers across an entire project, folder, campaign, or due-date window.
Write
Update approval templates in bulk
approvals_update_template
Perform template updates to multiple templates, such as applying templates to assets, creating new templates from scratch or from existing approval flows, editing templates, and performing bulk operations across templates and assets.
Write
Add or remove approval participants in bulk.
approvals_update_approval_participants and approvals__submit_update_approval_participants
Add, remove, or replace participants across an entire portfolio, program, or project scope in one operation.
Write

Lookups and users

Title
Tool name
What it does
Action
Find project by name
approvals_find_project_by_name
Removed August 13, 2026. Use insights_find_id_by_name instead. This tool looked up Workfront projects by partial name match across the system.
Read
Get projects by owner
approvals_get_projects_by_owner
Removed August 13, 2026. Use insights_find_workfront_data instead. This tool listed Workfront projects where the calling user was the owner.
Read
Get current user
approvals_get_current_user
Removed August 13, 2026. This tool returned the calling user’s Workfront identity, including name, user ID, home team name, and home team ID. For similar functionality, see Get current user under Insights tools.
Read
Find user by name
approvals_find_user_by_name
Deprecated. Use insights_search_users instead. This tool looked up a Workfront user’s ID by name (fuzzy or partial match), returning name, ID, email, title, and avatar URL.
Read
Find team by name
approvals_find_team_by_name
Deprecated. Use insights_find_id_by_name instead. This tool looked up a Workfront team’s ID by name (fuzzy or partial match).
Read
Find projects
approvals_find_projects
Deprecated. Use insights_find_workfront_data instead. This tool looked up Workfront projects, optionally filtered by name and/or restricted to projects the calling user owns.
Read

Planning tools

Product requirement: Workfront Planning

IMPORTANT
  • To use MCP with Workfront Planning, your organization must be on a Workfront package that includes Adobe Workfront Planning.

Workspaces

Title
Tool name
What it does
Action
Get workspace
planning_get_workspace
Retrieves full details of a workspace by ID or alias.
Read
Get workspace list
planning_get_workspace_list
Lists all available workspaces with cursor-based pagination.
Read
Create workspace
planning_create_workspace
Creates a new empty workspace to organize record types, fields, and data.
Write
Create workspace from template
planning_create_workspace_from_template
Creates a new workspace pre-populated using an existing template.
Write
Update workspace
planning_update_workspace
Partially updates a workspace — name, description, icon, sections, or owner.
Write
Delete workspace
planning_delete_workspace
Permanently deletes a workspace and all its data.
Write
Convert workspace to template
planning_convert_workspace_to_template
Saves an existing workspace as a reusable template (requires admin).
Write
Get workspace sharing
planning_get_workspace_sharing
Returns the current sharing and permissions configuration for a workspace.
Read
Modify workspace sharing
planning_modify_workspace_sharing
Updates who has access to a workspace and at what permission level.
Write

Record types

Title
Tool name
What it does
Action
Get record type
planning_get_record_type
Fetches full details of a record type including its fields and views.
Read
Create record types
planning_create_record_types
Creates one or more record types within a workspace section.
Write
Update record type
planning_update_record_type
Partially updates a record type’s name, description, icon, or color.
Write
Delete record type
planning_delete_record_type
Permanently deletes a record type and all its records, fields, and views.
Write
List global record types
planning_list_global_record_types
Lists all centrally-defined (global) record types visible to the current user.
Read
List addable global record types
planning_list_addable_global_record_types
Lists global record types that can be added to a specific workspace.
Read
Add global record type to workspace
planning_add_global_record_type_to_workspace
Links a global record type into a specified workspace.
Write
Remove global record type from workspace
planning_remove_global_record_type_from_ws
Unlinks a global record type from a workspace; deletes all its records in that workspace.
Write
Get external record workspaces
planning_get_external_record_workspaces
Finds which workspaces and record types are connected to a specific external record.
Read
Get record type sharing
planning_get_record_type_sharing
Returns the sharing and permissions for a specific record type.
Read
Modify record type sharing
planning_modify_record_type_sharing
Updates who can access a record type and at what permission level.
Write

Records

Title
Tool name
What it does
Action
Get record
planning_get_record
Retrieves full details of a single record by ID.
Read
Search records
planning_search_records
Searches and filters records within a record type.
Read
Bulk record actions
planning_bulk_record_actions
Creates, updates, deletes, or restores multiple records in a single request.
Write
Create connection record
planning_create_connection_record
Creates a new record in a connected external system (for example, a Workfront project).
Write
Update records order
planning_update_records_order
Changes the display order of records within a record type.
Write
Get record change log
planning_get_record_change_log
Returns the field-level edit history for a record.
Read
Get record sharing
planning_get_record_sharing
Returns the sharing configuration for a specific record.
Read
Modify records sharing
planning_modify_records_sharing
Updates who can access one or more records and at what permission level.
Write

Fields

Title
Tool name
What it does
Action
Get field
planning_get_field
Retrieves full details and value schema for a field by ID.
Read
Create fields
planning_create_fields
Adds one or more fields (columns) to a record type.
Write
Update field
planning_update_field
Partially updates a field’s name, description, options, or configuration.
Write
Delete field
planning_delete_field
Permanently removes a field and all its data from a record type.
Write

Views

Title
Tool name
What it does
Action
Get view
planning_get_view
Returns complete details of a view by ID.
Read
Create view
planning_create_view
Creates a new table, timeline, or calendar view for a record type.
Write
Update view
planning_update_view
Partially updates an existing view’s configuration, filters, or sorting.
Write
Delete view
planning_delete_view
Permanently deletes a view (records are not affected).
Write
Get view sharing
planning_get_view_sharing
Returns the sharing configuration for a specific view.
Read
Modify view sharing
planning_modify_view_sharing
Updates who can access a view and at what permission level.
Write

Templates

Title
Tool name
What it does
Action
Get template list
planning_get_template_list
Lists all available workspace templates with summary info.
Read
Get template
planning_get_template
Retrieves full details of a specific template by ID.
Read

Search & utilities

Title
Tool name
What it does
Action
Search resources
planning_search_resources
Searches across workspaces, record types, and views by name.
Read
Search sharing data
planning_search_sharing_data
Finds users, groups, teams, roles, and companies by name for sharing and permissions.
Read
Search users
planning_search_users
Searches for users with pagination support.
Read

Workflow tools

Product requirement: Workfront Workflow

Workflow tools are the general-purpose actions the AI agentic platform uses to work with any Workfront object — projects, tasks, issues, hours, assignments, programs, portfolios, and so on.

Objects and fields

Title
Tool name
What it does
Action
Search objects
workflow_search_any_object
This tool has been deprecated.
Read
Create object
workflow_create_any_object
Creates a new Workfront object such as a project, task, issue, hour, assignment, program, or portfolio.
Write
Update object
workflow_update_any_object
Updates an existing object’s fields. Also supports moving a task or issue to another project, converting a task or issue into a new project (or an issue into a task), and setting task predecessors (dependencies).
Write
Delete object
workflow_delete_any_object
Deletes a Workfront object by ID. Requires explicit user confirmation before the action is performed.
Write
Resolve field names
workflow_resolve_field_names_any_object
This tool has been deprecated.
Read
Read Workflow docs
workflow_read_workflow_docs
Loads the Workfront Workflow documentation, including tool usage guides and object-specific operations playbooks. This is the required first step before performing Workflow actions.
Read

Update object tool abilities

The Update object tool does more than change field values. It can also relocate work between projects, promote work items into new objects, and wire up task dependencies.

Move a task or issue to another project

Moving reparents a work item in place. The object keeps its identity and links, it just lives in a different project or parent task.

NOTE
Setting a Project field in a plain field update does not move a task or issue. Use the move capability instead.
  • Move a task: Moves the task to a target project, and optionally under a target parent task.
  • Move an issue: Moves the issue (request) to a target project.

Example prompts:

  • “Move task Wireframes to the Mobile App Redesign project.”
  • “Move this request under the Q4 Launch project.”

Convert an issue or task into a project

NOTE
Converting produces a new object. The source item is consumed in the process.
  • Convert a task to a project: Creates a new project from the task. You can optionally copy the task’s custom data and base the new project on a project template.
  • Convert an issue (request) to a project: Creates a new project from the issue. You can optionally copy the issue’s custom data, copy its native field values, and apply a project template.
  • Convert an issue (request) to a task: Creates a task on an existing project from the issue.

Each conversion returns the newly created object, along with a link so you can open it directly in Workfront.

Example prompts:

  • “Convert task Website Refresh into a project called Website Refresh 2026 using our standard template.”
  • “Turn this request into a project and copy over its custom fields.”

Set task predecessors (dependencies)

You can define a task’s predecessors. Predecessors support the following dependency types, plus optional lag time:

  • Finish-Start (FS): The task starts when its predecessor finishes. (Default)
  • Start-Start (SS): The task starts when its predecessor starts.
  • Finish-Finish (FF): The task finishes when its predecessor finishes.
  • Start-Finish (SF): The task finishes when its predecessor starts.

You can add lag (a delay) or lead (a negative delay) in workdays, chain multiple predecessors on a single task, and reference a task in a different project.

Example prompts:

  • “Make Development start after Design finishes.”
  • “Set QA to start when Development starts, with a two-day lag.”
  • “Add task #3 and task #5 as predecessors of Launch.”

Comments

Title
Tool name
What it does
Action
Query comments
comment-stream_query_comments
Query comments by object ID, with pagination.
Read
Get comment
comment-stream_get_comment
Get a single comment by ID.
Read
Get comments count
comment-stream_get_comments_count
Get the total top-level comment count for an object.
Read
Create comment
comment-stream_create_comment
Create a new comment on an object.
Write
Create reply
comment-stream_create_reply
Create a reply to an existing comment.
Write
Update comment
comment-stream_update_comment
Update an existing comment or reply.
Write
Delete comment
comment-stream_delete_comment
Delete a comment by its ID.
Write
Add reaction
comment-stream_add_reaction
Add a reaction (like) to a comment.
Write
Remove reaction
comment-stream_remove_reaction
Remove a reaction (like) from a comment.
Write

Insights tools

Product requirement: Workfront Workflow or Workfront Planning.

Insights tools retrieve information about Workfront objects.

NOTE
Insights data is near real-time, with an SLA of up to approximately 15 minutes. Changes made in Workfront may not appear immediately in Insights results.
Title
Tool name
What it does
Action
Read documents
insights_read_docs
Load the Workfront playbook or domain documentation, such as conditions, status, dates, or field paths. This is the required first step before querying data.
Read
Get current user
insights_get_current_user
Retrieve your own Workfront identity, including name, ID, and URL.
Read
Search fields
insights_search_fields
Search for available fields (standard and custom) on projects, tasks, issues, users, portfolios, teams, and so on.
Read
Get field paths
insights_get_field_paths
Resolve dot-notation field paths for entities, required by the data query tool.
Read
Find ID by name
insights_find_id_by_name
Look up the ID of any Workfront object by name, such as projects, tasks, users, portfolios, and so on.
Read
Find Workfront data
insights_find_workfront_data
Find, filter, count, sort, and aggregate Workfront data. This is the main query and report tool.
Read
Summarize object
insights_summarize_object
Fetch and summarize a single Workfront object by ID.
Read
List entities
insights_list_entities
List all Workfront object types available to query.
Read
Search users
insights_search_users
Find people in your Workfront instance by name. Type a full or partial name, and get back the top matching users. This can also optionally include AI-collaborator “bots” alongside regular users.
Read

Feedback tools

Product requirement: Workfront Workflow or Workfront Planning.

Feedback tools let you report your experience with the Workfront MCP server directly from your AI agentic platform.

Title
Tool name
What it does
Action
Share feedback
share_feedback
Records your reported sentiment and what happened during the conversation, so Workfront’s MCP tools can be improved. Only used when you explicitly ask to share feedback (for example, “share feedback” or “report a bug”).
Write

Reporting tools

Product requirement: All customers

Reporting tools let you build and manage Canvas Dashboards through chat. Describe the report you want in plain language, and the AI agentic platform creates the dashboard and widgets for you using your Workfront data.

Canvas Dashboards

Title
Tool name
What it does
Action
List Dashboards
reporting_relist_dashboards
Lists the Reporting dashboards visible to you. Supports the view values "my", "shared", "all", and "favorites". Returns dashboard metadata only, including a URL to open each dashboard.
Read
Get Dashboard
reporting_get_dashboard
Fetches a Canvas Dashboard by ID, including metadata, layout, prompts, filter, and widget IDs. Widget data is not hydrated.
Read
Get Widget
reporting_get_widget
Fetches a widget shell and its flattened content configuration. Field references are returned as {id, label, dataType} so they can be reused directly in the reporting_update_*_widget tools. Supported content types are Table, KPI, and MultiSeries.
Read
Create Dashboard
reporting_create_dashboard
Creates an empty Reporting dashboard. Returns the full created dashboard, including its ID, title, description, currency, creator ID, create date, and empty widget, prompt, and filter collections.
Write
Update Dashboard
reporting_update_dashboard
Partially updates a dashboard’s title, description, currency, prompt, filter, and per-widget ignoreDashboardFilters and layout settings. Omitted fields are left unchanged, and prompt and filter are fully replaced when provided.
Write
Create Table Widget
reporting_create_table_widget
Creates a Table widget and its report configuration on a dashboard. Returns the full created widget in the flattened get_widget shape.
Write
Update Table Widget
reporting_update_table_widget
Updates an existing Table widget and its report configuration. Replaces the stored table configuration, including columns, buckets, row limit, caption, description, condition, and run-as-user settings.
Write
Create KPI Widget
reporting_create_kpi_widget
Creates a KPI widget and its report configuration on a dashboard. Returns the full created widget in the flattened get_widget shape.
Write
Update KPI Widget
reporting_update_kpi_widget
Updates an existing KPI widget and its report configuration. fieldId and aggregation are required, and the underlying report is fully replaced.
Write
Create Chart Widget
reporting_create_chart_widget
Creates a Chart widget and its report configuration. Supported chart types are BAR, COLUMN, LINE, and PIE, including SIMPLE, MULTI_SERIES, and STACKED variants where supported.
Write
Update Chart Widget
reporting_update_chart_widget
Updates an existing Chart widget and its report configuration. aggregationFieldId, aggregationType, groupByFields, and chartType are required, and the underlying report is fully replaced.
Write
Copy Widget
reporting_copy_widget
Copies an existing widget to the same dashboard or to a different dashboard, duplicating the widget and its report configuration.
Write
Copy Dashboard
reporting_copy_dashboard
Copies a dashboard to a new dashboard, including its widgets and report configurations. You can optionally copy only a subset of widgets and choose whether to include the prompt and filter.
Write
Delete Object
reporting_delete_object
Permanently deletes a Reporting dashboard, and all its widgets, or a single widget. This action cannot be undone.
Write

How tools are updated

When Adobe releases a new version of the Workfront MCP server, the AI agentic platform uses the updated tool set automatically.

The tool list is set when the connection starts. If your organization’s product entitlements change, the updated tool list appears the next time you start a new connection to the Workfront MCP server.

Intent telemetry

Workfront MCP server tracks user intent for customers. Intent data gathered is generic for telemetry purposes, and only ever gathered for the intent of a user as it relates to the Workfront product. Prompt intent telemetry is only used to improve existing MCP tools in order to provide more accurate responses.

Users can disable telemetry collection by reaching out to customer support to file a request.

Additional tools coming soon

We are working on adding the following tools to the Workfront MCP server in the future:

  • Boards
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