Valuecase

Get a block and its children in an editable shape. Call this before answering questions about, or updating, existing block or child content.

get_block

Get the content block types and fields available for this space or template. Call this before create_block, edit_content_item, or add_or_edit_content_items. Use only fields exposed by the result and never invent fields. Reuse the result within the conversation.

get_block_types

Returns Valuecase business context, block types, and page/template patterns for building spaces and templates. Call this once per conversation before creating or editing content, then reuse the result.

get_content_editing_guide

Get the space or template structure: pages and their blocks, for navigation and node IDs. Block children (tasks, milestones, media, form questions, list items) are NEVER included — a block's childrenCount shows how many exist without their content. Never conclude from this tool that a block is empty or lacks media; call get_block to see a block's actual contents.

get_content_outline

Get the full page and content-block tree of a space by its root node ID. Returns a simplified, readable tree by default. Pass full=true only when you need the raw internal node structure. This response can be very large; if you only need metadata (owner, template, visits, action plan status, internal property values, forms) use get_space_summary instead.

get_space_content_tree

Get a lightweight summary of a single space by its root node ID — key metadata only (company/contact, owner, parent template, visits, last visit, activities count, action plan status & progress, internal property values, forms, comment counts), without the page/content tree. Use this instead of get_space_content_tree when you only need metadata; get_space_content_tree returns the full node tree and can be very large. Use list_space_comments to read the actual comment content.

get_space_summary

Get a template by its root node ID. Returns a simplified, readable tree of pages and content blocks by default. Pass full=true only when you need the raw internal node structure.

get_template

Get the space properties used by a template when creating a space. Use this before create_space to learn which customProperties can be provided, their descriptions, valid options, cardinality, and whether they are required or optional.

get_template_space_properties

For templates only, list properties, values, and operators available for content visibility automation.

get_visibility_options

Call get_content_editing_guide once per conversation before editing content, then reuse it. Insert an asset library search result under a compatible block in the space or template. Call search_asset_library first and use its exact assetLibraryEntryId.

insert_asset_library_item

List the action plans on a space by its root node ID, with their milestones and tasks. Each task includes its taskNodeId (the identifier used by set_task_completion, update_task_dates and set_task_assignees), title, completion state, due/start dates, and assignees. Completed tasks are included. When a plan uses relative due dates a task's relativeDueDate (days relative to the plan's start/target date) is also surfaced. Mirrors the tasks panel in the dashboard space sidebar.

list_space_action_plans

List comments on a space by its root node ID. By default returns the comment threads — each with its opening comment (author, text, date), the total comment count and unread count for the thread, and which block/task it is attached to (or null when it is a space-level comment). Pass threadId to instead fetch all individual comments (replies) within a specific thread. Mirrors the comments view in the dashboard space sidebar.

list_space_comments

List the forms on a space together with their submissions — the actual answer data the client filled in. Each submission includes who submitted it, when it was completed (null = draft/not yet completed), and the answer to each question. File-upload answers include the file name, mime type, and a temporary download URL (presigned, valid for a few days). Discover which spaces have submissions first via list_spaces or get_space_summary (which report form completion counts). This returns the structured data and attachment links only — it does not generate PDF/CSV/ZIP exports.

list_space_form_submissions

List all Valuecase team members who can own spaces. Returns each owner's id, name, email, and isCurrentUser. Exactly the team member who authorized this MCP connection has isCurrentUser=true. When a user asks for "my spaces", use that entry's id in list_spaces.ownerIds; do not return every space the user can access. Space owners are distinct from client stakeholders and other collaborators.

list_space_owners

List all space property definitions that can be used for filtering — returns property keys, display names, descriptions, types, and valid option values. Use this to discover valid keys and values before calling list_spaces with internalPropertyFilters.

list_space_properties

List the stakeholders (whitelisted users) of a space by its root node ID — the people who can be assigned to action plan tasks. Each stakeholder includes their id (use it as a whitelistedUserId for set_task_assignees), name, email, deal side (BUYER or SELLER) and whether they are an internal seller. Call this to resolve who a task should be assigned to before calling set_task_assignees.

list_space_stakeholders

List spaces in Valuecase with optional filtering and pagination. Depending on filtering, the result includes both spaces the current user owns as well as spaces they have access to. To determine spaces owned by the current user, i.e. "my spaces", first call list_space_owners, find the entry where isCurrentUser is true, and pass that entry's id in ownerIds. IMPORTANT: Before calling this tool for open-ended requests ("give me an update", "what's new", "show me spaces"), clarify the user's intent and time horizon. Do not fetch large result sets speculatively. Use createdAfter or updatedAfter to scope time-based queries. Include links to spaces by default when presenting the results.

list_spaces

List all templates available in Valuecase

list_templates

Call get_content_editing_guide once per conversation before editing content, then reuse it. Reorder direct children. childrenOrder must contain exactly the existing direct child IDs.

reorder_content_items

Search reusable files, links, and embeds in the asset library. Use a returned assetLibraryEntryId with insert_asset_library_item.

search_asset_library

Assign or reassign an action plan task to space stakeholders, by its taskNodeId (from list_space_action_plans). Replaces the full assignee list with the given whitelistedUserIds (resolve these via list_space_stakeholders); pass an empty array to unassign everyone. The ids must be stakeholders of the same space.

set_task_assignees

Mark an action plan task complete or incomplete by its taskNodeId (from list_space_action_plans). Milestone completion follows automatically — a milestone is considered complete once all of its tasks are checked, so there is no separate milestone tool.

set_task_completion

Call get_content_editing_guide once per conversation before editing content, then reuse it. For templates only, set the visibility rules on a page, block, or milestone, or remove them. Replaces every rule currently on the node, so include the ones you want to keep. Call get_visibility_options first.

set_content_visibility_rules

Update the value of an INTERNAL property on a space — for example moving a space to another kanban stage or marking an internal state change. This tool only updates internal properties (the seller-side properties used for organizing and tracking spaces); it does not edit other space properties. Use list_space_properties to discover valid internal-property keys and their option values before calling this. Provide exactly one of value or values.

update_space_internal_property

Update the value of a SHARED (client-facing) custom property on a space — the template-linked properties that personalize what the client sees in the space (e.g. shown in text, used in visibility rules). Changes here are visible to the client. This tool only edits shared properties; for seller-side kanban/tracking properties use update_space_internal_property. Use list_space_properties to discover valid keys, their category, and option values before calling this. Provide exactly one of value or values.

update_space_property

Set or clear an action plan task's due date and/or start date, by its taskNodeId (from list_space_action_plans). Provide an absolute date (YYYY-MM-DD or ISO 8601, normalized to UTC midnight); pass null to clear a date; omit a field to leave it unchanged. Always pass absolute dates — if the action plan uses relative due dates, the backend automatically recomputes the day offsets from the plan's start/target date. At least one of dueDate or startDate must be provided.

update_task_dates