Rhythm Systems

Creates a new feedback item tracking client or employee feedback for a quarter. Use this when: the user wants to log a piece of feedback for a person or team. See also: To update feedback use feedback-update. Before notifying, consider calling follower-list to find followers to notify. Returns: the created feedback item with its id. Notes: Notifications are only sent when commentHtml is provided. Pass notifyUserIds with user ids from user-list or user-search.

feedback-create

Records the end-of-quarter FINAL status (the closing wrap-up) of a goal. Use this when: the user is closing out a quarter and wants to record the final result, achieved flag, or summary note for a goal. See also: Do NOT use for the current/latest status color — READ it from goal-get (its latestStatus) and record in-quarter updates with goal-status-create. A goal can have at most one final status per quarter (returns 409 if one already exists — use final-status-update instead). Returns: the created final status entry with its id. Notes: This is the quarter-end wrap-up record, not an in-quarter progress update. Use goal-status-create for week-by-week progress.

final-status-create

Creates a live, active goal owned by a person, team, or the company for a quarter. Use this when: the user asks to add/create a goal, KPI, Quarter Priority, Annual Priority, or Winning Move that should exist now. See also: Do NOT use to add a goal inside the Plan Builder during planning — use planning-goal-create. To create a KPI Target (the Targets feature) use kpi-target-create. Returns: the created goal with its id; when periodCriteria is sent, also periodCriteria with every month or week of that quarter as now set. Notes: The quarter is derived from startDate. team:{id:null}=company-level, team:{id:"uuid"}=a team, null/omit=individual.

goal-create

Creates a new status entry (RYG update) for a goal — the latest/current status color. Use this when: the user wants to record or update a goal's current progress color, projected/actual values, or add a status comment. See also: Do NOT use for the end-of-quarter closing wrap-up — use final-status-create for that. To READ the latest status color, use goal-get (its latestStatus) — there is no separate status-get tool. Returns: the created status entry with its id. Notes: Time slot required per frequency: WEEKLY → week 1–13; MONTHLY → week 1–3; DAILY → statusDate (ISO); QUARTERLY → omit. Composite (SUM/AVG) goals ignore projected/actual/variance. Auto-color goals ignore color. If the user has not specified notifyUserIds, call follower-list for the goal, summarize, and ask which to notify before sending — notifications only sent when commentHtml is provided.

goal-status-create

Creates a new idea board on a meeting. Use this when: the user wants to add a new idea board to a meeting. See also: To update an existing board use idea-board-update. To list existing boards use idea-board-list. Returns: the created idea board with its id. Notes: Rank defaults to the end of the existing boards.

idea-board-create

Creates a new job scorecard (role definition). Use this when: the user wants to define a new role or position in the company. See also: To update an existing scorecard use job-scorecard-update. To add a single skill after creation use job-scorecard-skill-add. To add a single responsibility after creation use job-scorecard-responsibility-add. Returns: the created job scorecard with its id; when userIds is provided, returns an array of created scorecards. Notes: Skills and responsibilities can be supplied inline at creation time. Optionally copies structure from an existing scorecard via copyFromId — inline skills/responsibilities take precedence over copied ones. Use userIds (not userId) to create one scorecard per user in a single call — userId and userIds are mutually exclusive. No delete via MCP — use the Rhythm UI to delete scorecards.

job-scorecard-create

Creates a new KPI Target on a strategic plan. Use this when: the user wants to add a KPI Target to a strategic plan. See also: To rename it later use kpi-target-rename. To link a KPI goal (goalType=KPI) to it use kpi-target-goal-link. Do NOT use to create a goal of type KPI — use goal-create. Returns: the created KPI Target with its id. Notes: Requires company-level access.

kpi-target-create

Creates a new meeting (single occurrence or recurring series). Use this when: the user asks to schedule, add, or create a meeting. See also: To update an existing meeting use meeting-update. To add attendees after creation use meeting-attendee-manage. Returns: the created meeting with its id and full details. Notes: The creator is automatically added as an attendee. timezone is always required — used to interpret meetingDate and endDate. If the user describes a repeating meeting, ask whether it is one-off or recurring before calling — if recurring, confirm frequency and limits then pass recurrence.

meeting-create

Creates a new parking lot item to park a topic for future consideration. Use this when: the user wants to add a topic to the parking lot during a planning session. See also: To update or close an item use parking-lot-item-update. Returns: the created item with its id and full fields.

parking-lot-item-create

Creates a draft goal inside an annual plan's Plan Builder during planning. Use this when: the user is building/editing an annual plan in the Plan Builder and wants to add a planning-stage goal. See also: Do NOT use to create a live, active goal — use goal-create. Only valid inside an existing annual plan (see annual-plan-list). Returns: the created planning goal with its id. Notes: Requires an annualPlanId; the goal stays a draft in the Plan Builder until published (see planning-goal-get's published field).

planning-goal-create

Creates a new SWOT item on a strategic plan. Use this when: the user wants to add a strength, weakness, opportunity, or threat. See also: To update an existing item use swot-update. To list the current SWOT use swot-list. Returns: the created SWOT item with its id. Notes: Omit strategicPlanId to automatically use the company's most recent plan.

swot-create

Creates a new task, optionally linked to a parent goal, meeting, or feedback item. Use this when: the user wants to add a task or to-do item. See also: To update a task use task-update. Returns: the created task with its id. Notes: Ask the user if repeating before passing recurrence. If the user describes a repeating task, confirm frequency and limits first.

task-create

Creates a new Week in Sync note owned by the authenticated user. Use this when: the user wants to write or record a weekly check-in note. See also: To update an existing note use wis-note-update. For a Daily Huddle note use daily-huddle-create. Before drafting content, use wis-template-get to check if the company has a WIS note template to follow. Returns: the created note with its id and full fields.

wis-note-create

Returns the Annual Focus plan for a given annual plan, including the annual theme, success criteria, reward, and postcard notes. Use this when: the user asks about the annual theme, yearly goals, or annual focus plan. See also: For the quarterly theme use company-plan-quarter-focus-get. For the composite quarter+annual view use company-plan-get. Returns: annual focus with theme, success criteria, reward, postcard notes, and image metadata; full detail adds rich-text delta and HTML fields. Notes: Pass teamId to get a team-level plan instead of the company-level plan.

company-plan-annual-focus-get

Returns the composite Company Plan view for a given quarter, combining the Quarter Focus and Annual Focus in one response. Use this when: the user asks for the full company plan or needs both quarterly and annual focus in a single call. See also: For quarterly focus alone use company-plan-quarter-focus-get. For annual focus alone use company-plan-annual-focus-get. Returns: composite plan with qtrFocus, annFocus, and top-level config masks; pass include="goals" to also load the goal dashboard and goals list.

company-plan-get

Gets the currently effective job scorecard for a specific user. Use this when: the user asks what role definition is active for a person right now. See also: To list all scorecards use job-scorecard-list. For goals linked to a scorecard use job-scorecard-goals-get. Returns: the most recent scorecard effective on or before today, or { data: null } if none exists. Notes: Returns { data: null } if no current scorecard exists for the user.

job-scorecard-get-current-for-user

Gets the current (active) quarter for a company, determined server-side from today's date. Use this when: you need to resolve "this quarter" or "current quarter" to a quarterId. See also: For a specific past or future quarter use quarter-list. Returns: the active quarter with id, name, start/end dates, current week number, and all 13 week boundaries. Notes: If no quarter spans today (inter-quarter gap) returns the most recently ended quarter. Returns 404 only if the company has no quarters at all.

quarter-get-current

Gets the current authenticated user. Use this when: you need to resolve "me" or "my" to a user id, or need the caller's identity. See also: To find other users use user-search or user-list. Returns: the current user with id, name, email, roles, and team memberships.

user-get-current

Gets a single Daily Huddle note by id, including full HTML content. Use this when: you have a daily huddle note id and need the complete details. See also: To list daily huddles use daily-huddle-list-by-owner or daily-huddle-list-by-team. Returns: the full note with id, noteDate, wisNoteType, owner, team, and notesHtml.

daily-huddle-get

Retrieves a single dashboard by id. Use this when: you have a dashboard id and need its full details or goal previews for a quarter. See also: To find dashboard ids use dashboard-list. For a team's KPI scorecard use dashboard-scorecard-get. Returns: the dashboard with its configuration and, if include=goals, goal previews for the requested quarter, each with its latest comment text. Notes: Pass include="goals" to include the goal list for a specific quarter. If quarterId is omitted with include=goals, defaults to the current quarter.

dashboard-get

Retrieves the KPI scorecard for a team and quarter. Use this when: the user wants to see a team's KPI scorecard or scorecard categories with their goals. See also: This is the team KPI scorecard — for an employee's role definition (skills/responsibilities) use job-scorecard-get instead. For a general dashboard view use dashboard-get or dashboard-list. Returns: scorecard categories with their KPI goals; identify categories by type (EMP, CUST, REV, PROC), not their company-configured names or order. MONTHLY/WEEKLY-criteria KPIs add currentCriteria (the current month or week). Notes: If quarterId is omitted, defaults to the current quarter.

dashboard-scorecard-get

Gets a single goal by id with optional related data. Use this when: you know the goal id and need its full details, status history, or parent/child structure. See also: To find goals without an id use goal-list-by-owner or goal-list-by-team. Returns: the goal with id, name, type, owner, criteria, its latest status color (latestStatus), and requested includes. Notes: latestStatus is the current in-quarter color; use include=status for the 13-week history, include=children/parents for hierarchy. MONTHLY/WEEKLY-criteria goals: read currentCriteria (the current month or week), not quarterCriteria.

goal-get

Batch-fetches chart series data for multiple goals. Use this when: the user wants to see goal progress charts or trend data over a range. See also: To get a single goal's current status use goal-get with include=status. Returns: chart series per goal grouped by chart config. Notes: Goals sharing the same chart config are batched together. Missing goals are silently omitted.

goal-charts-get

Gets a single idea board with its categories and nested ideas. Use this when: the user wants to see the ideas on a specific board (e.g. a Lessons Learned board). See also: To list all boards on a meeting use idea-board-list. To modify ideas use idea-manage. Returns: the board with categories and ideas; each idea includes impact, easiness, owner, like count, and whether the current user has liked it. Notes: Nested ideas are included by default; pass a non-blank include that omits "ideas" (e.g. include="categories") to return only the categories.

idea-board-get

Returns the audit trail (item history) for a specific entity — the record of changes made to it over time. Use this when: the user asks what changed on an entity, who made a change, when it was last updated, or whether it was deleted (e.g. "what changed on this goal?", "who last updated this task?", "was this goal deleted?"). See also: For an entity's current values use its own get/list tool (e.g. goal-get). For a goal's RYG status history, current status color, or an explanation of why a goal is red, use goal-get with include "status"; do NOT call this tool for that, even when statuses changed several times. Call this only when the user explicitly asks who changed something, or what a field was before. Results can be very large; keep maxResults small. Returns: history entries sorted newest-first, each with the action type, who made the change, when, and the source (UI, API, MCP, or Zapier). Most entries carry field-level before/after values; a deleted entity instead shows a terminal entry with actionType "DELETE" and an entityName (no field values, no full snapshot). Notes: Defaults: maxResults=25, max 100. The entity must be one of the supported entityType values. entityType=api-client requires API Admin access or higher; other callers get 403.

item-history-get

Gets a single job scorecard by id. Use this when: you have a scorecard id and need its full details. See also: This is an employee role definition (skills/responsibilities) — for a team's KPI scorecard use dashboard-scorecard-get instead. To list all scorecards use job-scorecard-list. For the current scorecard for a user use job-scorecard-get-current-for-user. Returns: summary: id, name, effectiveDate, user, department; detail=full adds purpose, skills, responsibilities, and other role fields. Desired-result goal links are not included — use job-scorecard-goals-get.

job-scorecard-get

Gets the desired-result goals linked to a job scorecard. Use this when: the user wants to see which goals are attached to a role definition as measurable outcomes. See also: For the scorecard itself use job-scorecard-get. To link goals use job-scorecard-goal-link. Returns: goals that define the measurable outcomes expected for the role. Notes: Optionally filter by quarter. Defaults to the current quarter if not specified. Pass include="status" to include goal status updates.

job-scorecard-goals-get

Gets the goals linked to KPI Targets for a given quarter (the KPI Target dashboard) — returns goals, not the targets themselves. Use this when: the user asks which goals are driving or linked to each KPI Target, or wants target progress by goal status for a quarter. See also: To list the KPI Targets themselves (names, values per column) use kpi-target-list, even when the user says "this quarter". For goal details use goal-get. Returns: goals grouped by KPI Target with latest weekly status, owner, and team.

kpi-target-dashboard-get

Gets a meeting by id with full details including attendees and agenda items. Use this when: you have a meeting id and need its full details, agenda, or attendee list. See also: For a list of meetings use meeting-list-by-team or meeting-list-by-owner. Attached idea boards (e.g. "Lessons Learned / Victories") are readable via the idea-board-get tool. Returns: meeting with id, name, type, dates, owner, team, attendees, agenda items, and eventRecurrenceId. Notes: eventRecurrenceId non-null means the meeting is part of a recurring series — ask the user whether updates should apply to CURRENT, FUTURE, or ALL.

meeting-get

Gets a single meeting agenda item by id with all fields including rich text notes. Use this when: you have an agenda item id and need its full details including notesHtml. See also: To update this item use meeting-agenda-item-update. To see all agenda items for a meeting use meeting-get. Returns: agenda item with id, name, rank, hours, minutes, completed, url, and notesHtml.

meeting-agenda-item-get

Gets a single Plan Builder draft goal by id, including its direct children. Use this when: the user wants to inspect a specific Annual Priority or Quarter Priority inside an annual plan's Plan Builder. See also: For live, active goals (not Plan Builder drafts) use goal-get. To list all planning goals use planning-goal-list. Returns: planning goal with id, name, goalType, quarterNo, teamId, ownerId, published flag, linkedGoal, and children array. Notes: published=true means this draft is linked to a live goal; linkedGoal contains that goal's id and name.

planning-goal-get

Returns the Quarter Focus plan for a given quarter, including the quarterly theme, success criteria, and reward. Use this when: the user asks about the quarter's theme, success criteria, or quarterly focus plan. See also: For the full composite view of both quarter and annual focus together use company-plan-get. For the annual theme use company-plan-annual-focus-get. Returns: quarter focus with theme, success criteria, reward, and config masks; full detail adds rich-text delta and HTML fields. Notes: Pass teamId to get a team-level plan instead of the company-level plan.

company-plan-quarter-focus-get

Gets a strategic plan by id. Use this when: you have a plan id and need its full details including strategy fields. See also: To list all plans use strategic-plan-list. To update a plan use strategic-plan-update. Returns: the strategic plan with id, effectiveDate, and strategy fields. Notes: Pass include="values,competencies,wmDashboards" (comma-separated) to expand sections. Unknown include values are silently ignored.

strategic-plan-get

Gets a single task by id, including parent entity and recurrence information. Use this when: you have a task id and need its full details, or to check if it is a recurring task. See also: To list tasks use task-list-by-owner or task-list-by-team. Returns: the full task with id, name, owner, dueDate, completed, parent, eventRecurrenceId. Notes: If eventRecurrenceId is non-null, task is part of a recurring series — ask user for CURRENT/FUTURE/ALL scope before updating.

task-get

Gets a specific team by id, optionally including the list of team members. Use this when: you have a teamId and need the team's details or its member list. See also: To find teamIds use team-list. For all users in a company use user-list. Returns: team id, name, active status, leader, and optionally team members.

team-get

Gets a specific user by id with their team memberships. Use this when: you have a userId and need the user's full profile. See also: To find a user by name or email use user-search. For the calling user use user-get-current. Returns: the user's id, name, email, role, and team memberships.

user-get

Gets a single Week in Sync note by id, including full HTML content. Use this when: you have a note id and need the complete note details. See also: To list notes use wis-note-list-by-owner or wis-note-list-by-team. Returns: the full note with id, noteDate, wisNoteType, owner, team, and notesHtml.

wis-note-get

Gets the Week in Sync note template for the authenticated user's company. Use this when: the user asks to draft or fill in a Week in Sync note and you need to know the company's WIS template format. See also: To read WIS notes use wis-note-get, wis-note-list-by-team, or wis-note-list-by-owner. To write a WIS note use wis-note-create. Returns: data object with id (null if using system default), templateType, teamId (if team-specific), notes, and notesHtml; data is null if no template is configured. Notes: Pass teamId to get a team-specific template override; omit for the company-level template. If no team-specific template is configured for the given teamId, the company-level template is returned instead (response teamId will be null). Read-only — cannot create, edit, or delete templates.

wis-template-get

Links a goal (goalType KPI) to a KPI Target so the target tracks that goal's green criteria values. Use this when: the user wants to connect a KPI goal to a KPI Target. See also: To link two goals together (goal↔goal parent/child) use goal-link instead. To unlink use kpi-target-goal-unlink. To get the goal id use goal-list-by-owner/team with goalTypes=[KPI]. Returns: the updated KPI Target with the linked goal id. Notes: Requires company-level access. The target's column values are populated from the goal's green criteria; names are kept in sync.

kpi-target-goal-link

Links goals in parent-child relationships. Use this when: the user wants to add a parent or child connection between goals. See also: To remove links use goal-unlink. To link a goal to a KPI Target use kpi-target-goal-link. Returns: confirmation of the link operation. Notes: Validates linking rules: no self-links, no circular references, type hierarchy, frequency alignment.

goal-link