For the tools listed below, you can provide workspace name instead of workspace ID if you're connected to the iManage Work connector too. Your MCP-enabled client will find the workspace ID automatically using the tools available in the iManage Work connector. But, if you're using only the iManage Tracker connector, you must provide workspace ID instead of name.

create_task

• Description: Creates a task or subtask in the tracker for a specified iManage Work workspace. The task requires a title and may optionally include an assignee (a specific user, or “me” for the current user), a due date and time zone, a status, and a link to an existing document, folder, or email in the workspace. To create a subtask, provide the parent task's ID—the new task will be created as a child under that parent.

• Sample prompts:

  • For <Workspace name>, create an iManage Tracker task: “Circulate draft SPA” (me, due in 2d).

  • Add the “Prepare closing documents” task in the ACME!123 workspace, assign it to me, and set the due date to next Friday at 5 pm Eastern Time.

  • Create the “Send revised NDA to client” subtask under the “Client sign-off needed” task in the ACME!123 workspace, assign it to jsmith, due in 3 days.

create_tracker

• Description: Creates a tracker for a specified workspace. A workspace can have multiple trackers. Optionally, you can specify a custom tracker name and a tracker owner (a user or a group). If not provided, the tracker is given a default name (for example, 'Tracker', 'Tracker2') and the current user becomes the tracker owner.

• Sample prompts:

  • Create the "My Tracker" tracker in the Enron workspace.

  • Create the “Due Diligence” tracker for the ACME!456 workspace and set me as the tracker owner.

  • Create a tracker named “Compliance Review” for the ACME!456 workspace, owned by the Legal group.

delete_task

• Description: Deletes the task with the specified taskID.

• Sample prompt: Delete the task with the title Approve report.

get_assigned_tasks

• Description: Retrieves tasks from iManage Tracker. It can retrieve tasks for the current user, a specific user other than current user or unassigned tasks. Supports two modes:

  • Library-wide search: Provide 'libraryId' along with 'assigneeWorkId' to fetch tasks assigned to a specific user across the entire library. If 'libraryId' is not provided, uses the current user's preferred library. Note: 'assigneeWorkId' is required for library-wide searches to return results.

  • workspace-specific search: Provide 'workspaceId' to fetch tasks from a specific workspace. By default, returns tasks from the default tracker in the workspace. To get tasks in a specific tracker, specify the name of the tracker in 'trackerName'.

• Sample prompts:

  • What Tracker tasks are assigned to me across ACTIVE_US?. Show newest first, limit 20.

  • For the Ajubalaw workspace, get all tasks which are unassigned.
    NOTE: The unassigned tasks for the default tracker in the workspace would be fetched. If you want to fetch tasks from another/non-default tracker, specify the name of that tracker along with the workspace name.

  • Get me all tasks assigned to Jerry Isaac for the Lease Agreement tracker in the Negotiations workspace.
    NOTE: The Lease Agreement tracker isn't the default tracker in the workspace. If you don’t specify the tracker name and just mention the workspace name, the tasks assigned to Jerry Isaac in the default tracker would be returned.

get_user_information

• Description: Gets information about users in the iManage Work system. A user in iManage Work may be associated with documents as an author or have access to documents as a reviewer or collaborator. They may also be owners of a workspace or have tasks assigned to them. Returns information about the current user when the query is an empty string.

• Sample prompt: Get user information.

import_tasks

• Description: Imports content from a tracker in one workspace to a tracker in another workspace. You can choose to import just the tasks, just the custom fields (columns), or both tasks and custom fields together. The source and destination workspaces must belong to the same library. The source tracker is found by name in the source workspace. If the destination tracker doesn't already exist, it's created automatically (using the destination tracker name if provided, otherwise the source tracker's name); if it already exists, the content is imported into it.

• Sample prompts:

  • Import tasks from Tracker in ACTIVE!2439 to My Tracker in ACTIVE!2439.
    NOTE: In the above prompt, the source and destination workspace ID is the same. This indicates that tasks are imported from one tracker in a workspace to another tracker in the same workspace.

  • Copy only the tasks from the ‘Due Diligence' tracker in the ACME!123 workspace to the ACME!789 workspace.

    NOTE: If a tracker doesn’t exist in the destination workspace, a tracker with the same name is created there and then the tasks are imported to this new tracker. Else, the tasks are imported to the existing tracker.

  • Import Lease Planning in ACTIVE!2450 to ACTIVE!2439.

    NOTE: Both tasks and custom fields get imported because this prompt didn’t specify which to import.

  • Import only the custom fields in from the “M&A tracker” in the ACTIVE!2450 workspace and save them as the Finalize Agreement tracker in the ACTIVE!2439 workspace.

    NOTE: A new tracker with the specified name gets created in the destination workspace with only the custom fields from the tracker in the source workspace.

update_task

• Description: Updates a task in iManage Tracker. You can update title, status, due date, assignees, notes, or the linked document/folder/email. For assignees, you can either replace the entire assignee list, add new assignees to the existing list, or remove specific assignees from the existing list.

• Sample prompts:

  • Set the status of the “Purchase agreement” task in the ACME!123 workspace to “Done”.

  • Replace all assignees for the “Merger negotiations” task in the ACME!123 workspace with just “me”.

  • Link document ACME!123.5 to the “Purchase agreement” task and update the assignee to “me” in the ACME!123 workspace.