Lookup and Read Tools

These tools help an agent discover the available entities and inspect their current state without changing anything. They are the usual starting point before a write operation because most write calls expect an IdKey for the target record.

In practice, these are the tools an assistant uses first. Before an AI agent can change anything safely, it usually needs to find the correct project, task, template, board, or comment and inspect the current state. This group is what makes that possible.

  • Lookup tools expose project types, categories, templates, and boards.
  • List tools return filtered pages of projects, tasks, comments, board cards, and current-person views such as My Projects and My Tasks.
  • Get tools return the details of one project, task, or project type.
  • GetProjectAvailableAttributes is the key discovery tool before writing project attributes because tasks do not carry custom attributes in the same way projects do.
  • Comments/history reads include both user comments and generated state-change entries, which makes them useful for audit-style review as well as conversation review.

A common pattern is to start broad and then narrow down. For example, an agent might look up available project types or templates, list matching projects or tasks, inspect one specific record with a Get tool, and only then decide whether a later write action is appropriate.