About ITM Platform
ITM Platform is an MCP server in the Finance category: connect AI assistants to ITM Platform projects, tasks, budgets, risks, and team workload.
Install
claude mcp add itm-platform -- npx -y @itm-platform/mcp-servernpx -y @itm-platform/mcp-serverThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
Tools (27)
aggregate_portfolioGroup and summarize portfolio data
Parameters not published.
get_custom_field_optionsRetrieve the selectable options of a dropdown custom field
Parameters not published.
get_custom_fieldsRetrieve the account's custom field definitions for projects, tasks, risks, issues, services, activities, purchases, or revenues
Parameters not published.
get_issueRetrieve full detail of a single issue, including resolution and impact fields
Parameters not published.
get_projectRetrieve project details with subcomponent counts and optional budget
Parameters not published.
get_project_budgetGet budget, actuals, revenue, cost, and margin information
Parameters not published.
get_project_issuesList project issues with pagination
Parameters not published.
get_project_progressGet project progress report: expected, baseline, and actual curves; optionally the full project Seguimiento entries
Parameters not published.
get_project_purchasesList purchase orders for a project with pagination
Parameters not published.
get_project_revenuesList revenue items for a project with pagination
Parameters not published.
Show all 27 tools
get_project_risksList project risks with pagination
Parameters not published.
get_reference_dataRetrieve statuses, types, priorities, and other reference lists
Parameters not published.
get_riskRetrieve full detail of a single risk, including mitigation and contingency plans
Parameters not published.
get_serviceRetrieve service details with subcomponent counts and optional budget
Parameters not published.
get_service_purchasesList purchase orders for a service with pagination
Parameters not published.
get_service_revenuesList revenue items for a service with pagination
Parameters not published.
get_taskRetrieve full detail of a single task
Parameters not published.
get_task_effortGet a task's effort breakdown per team member and per professional category; doubles as the task team list
Parameters not published.
get_userRetrieve user details
Parameters not published.
list_project_tasksList tasks for a project with pagination
Parameters not published.
list_service_activitiesList activities for a service with pagination
Parameters not published.
list_task_progressList the progress (follow-up) history for a task
Parameters not published.
query_datamartRun validated DataMart queries for advanced analysis
Parameters not published.
search_projectsFind projects by name, status, type, or date range
Parameters not published.
search_servicesFind services by name, status, type, or date range
Parameters not published.
search_tasksSearch tasks across all projects by name, status, assignee, kind, or date range
Parameters not published.
search_usersFind users and team members; returns `IsNonLoginUser` so non-login users (empty `EmailAddress`) can be addressed by `UserId`
Parameters not published.
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