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 the ACTIVE_US library? 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 prompts:

  • Get user information.
    NOTE: If you enter this simple query, your MCP-enabled client will provide your own user information.

  • Info on ACASE.
    NOTE: Here, you’ve entered the ID of Andrew Case so your MCP-enabled client will fetch his user details such as name, email, preferred library, user ID, and so on.

  • Find the user with the email jerry.isaac@ajubalaw.com.
    NOTE: Here, you’ve entered Jerry Isaac’s email. Your MCP-enabled client will fetch details like name, user ID, preferred library, whether the account is allowed to sign in to iManage Work, and so on.