Enables creating, updating, deleting, and managing projects, tasks, financial plans, OKRs, and work hierarchy nodes in Planview Portfolios through natural language. Designed as the write-action companion to the read-only Planview Portfolios Beta MCP.
Getting started
Add Planview Portfolios Actions MCP Server to your MCP-capable client — Claude Code, Cursor, Codex, and others — by following the setup at the source, which documents the exact command, configuration, and any required API keys.
