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🔌 MCP Tools

Overview of all provided Casebase MCP Tools

🛠️ Tool Overview

  1. Strategic Initiatives
  2. Use Case Topics
  3. Data Topics
  4. Reference Data & Lookup
    • Tools by Action

     

    The MCP Server provides 28 tools across three topic areas.

    🔒 Privacy note: The MCP Server never asks the AI client for the user's identity. Fields such as owner, submitter, and contactPerson are set automatically by the server based on the logged-in session (when creating use cases, data requirements, datasets, and strategic initiatives) and are stripped from every response before it reaches the AI client. The AI client never sees these personal fields, neither as input nor as output.

     

    🎯 Strategic Initiatives

    Tool Description
    list_strategic_initiatives Lists all strategic initiatives in the workspace.
    create_strategic_initiative Creates a new strategic initiative. Valid status values: DRAFT, PLANNED, ACTIVE, ON_HOLD, COMPLETED, CANCELLED. Valid priority values: LOW, MEDIUM, HIGH, CRITICAL. Owner is set automatically.
    update_strategic_initiative Updates an existing strategic initiative. Existing owner is always preserved.
    link_use_case_to_strategic_initiative Links a use case to a strategic initiative. Both strategicInitiativeId and useCaseId are required.
    unlink_use_case_from_strategic_initiative Removes the link between a use case and a strategic initiative. Requires the mappingId from get_use_case_strategic_initiatives.

    📁 Use Case Topics

    Everything related to the use case itself: core data, supplementary details, and its full documentation.

    Use Cases

    Tool Description
    list_use_cases Returns a paginated overview of your use case portfolio. Supports optional pagination via page and size.
    search_use_cases Search and filter use cases. All filter fields are optional — an empty body behaves like list_use_cases.
    get_use_case Returns full details for a single use case, including business value, technologies, web links, custom fields, and Use Case Documentation sections.
    create_use_case Creates a new use case. title, maturityLevel, and funnelStatus are required — maturityLevel and funnelStatus as a UUID in the format {"id": "<uuid>"} (retrieve via list_maturity_levels and list_funnel_statuses). The owner is set automatically to the logged-in user and cannot be changed.
    update_use_case Updates an existing use case. Recommended workflow: call get_use_case first, then modify only the fields you want and submit.

    Use Case Details

    Supplementary information about a use case that can only be read — status, evaluation, and links maintained elsewhere in the system.

    Tool Description
    get_use_case_relations Returns all relations for a use case: related, blocking, and blocked-by.
    get_ai_act_status Returns the EU AI Act risk classification and conformity obligations for a use case.
    get_evaluation_score Returns the latest evaluation score (business value, feasibility) for a use case.
    get_use_case_strategic_initiatives Returns all strategic initiatives linked to a use case, enriched with full initiative details.

    Use Case Documentation

    The structured documentation sections of a use case (formerly referred to as "Templates") — the detailed form fields that vary depending on maturity level.

    Tool Description
    get_use_case_documentation Returns the structure of a Use Case Documentation section, including all field definitions, labels, and tooltips.
    update_use_case_documentation Updates the name and/or description of a Use Case Documentation section. To fill in field values, use update_use_case with templateMappings instead.

    🔄 update_use_case_documentation: Sections can only be written via the MCP Server after they have been initially created in the Casebase UI. Sections are tied to the maturity level of the use case. (currently being updated)

    🗄️ Data Topics

    Everything related to data requirements, datasets, and the reference data needed to create use cases and initiatives.

    Data Requirements

    Tool Description
    get_data_requirements Lists all data requirements attached to a use case.
    create_data_requirement Creates a new data requirement for a use case. title is required; owner is set automatically.
    update_data_requirement Updates an existing data requirement. title is required; existing owner is always preserved.

    Datasets

    Tool Description
    list_datasets Lists all datasets in the workspace. Supports pagination and optional search.
    create_dataset Creates a new dataset. name is required; owner is set automatically.
    update_dataset Updates an existing dataset. Existing owner is always preserved.

    Reference Data & Lookup

    Tool Description
    list_maturity_levels Lists all maturity levels defined in the workspace, including their UUIDs. Must be called before create_use_case.
    list_funnel_statuses Lists all funnel statuses for a given maturity level. Requires a maturity_level_id from list_maturity_levels.
    get_organisation_units Returns all organisation units in the workspace together with their hierarchy level labels (e.g. Division, Department). Optionally filter by level.
    get_organisation_unit_children Returns the direct children of a specific organisation unit.
    get_all_metadata Returns all metadata values available in the workspace, grouped by type (benefit clusters, analytical methods, data sources, field of action).
    get_all_custom_fields Lists all custom field definitions in the workspace. Optionally filter by destination (ACTIVITY or SUMMARY). Call before setting field values to discover field UUIDs.

    📋 Tools by Action

    Category Read Create Update Link / Unlink
    Strategic Initiatives list create update link, unlink
    Use Cases list, search, get create_use_case update_use_case –
    Use Case Details get_relations, get_ai_act, get_score, get_strategic_initiatives – – –
    Use Case Documentation get – update –
    Data Requirements get create update –
    Datasets list create update –
    Reference Data list_maturity_levels, list_funnel_statuses, get_org_units, get_metadata, get_custom_fields