> This page is for Workforce. > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.merge.dev/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server. # Adobe Workfront **Authentication:** OAuth, server-to-server credentials, or API key. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow, or [Application credentials](/merge-agent-handler/admin-setup/add-oauth-credentials) to bring your own OAuth app. ## Sample use cases * List every task on the Q3 Website Relaunch project that is past due and who owns it. * Create a document approval for the new pricing deck and send reminders to anyone who hasn't decided yet. * Report logged hours by user on the Brand Refresh project for last month. ## Available Tools #### list_approval_templates List the approval templates the user can see, for create_approval_from_template. The API has no server-side filter or... #### get_approval_template Get one approval template with its stages and default participants. Use list_approval_templates to find template IDs.... #### create_approval_template Create a reusable document approval template with named stages and default approvers. Use search_users for user IDs a... #### update_approval_template Update an approval template's name and stages. The API requires the full name and stage list, so call get_approval_te... #### delete_approval_template Permanently delete an approval template. Approvals already created from it are kept. Use list_approval_templates to f... #### get_document_approval Get the approval on a document version: status, stages, and participants with their decisions. Returns approval_id nu... #### create_document_approval Start an approval on a document version with one or more stages of approvers/reviewers. Use search_users for user IDs... #### create_approval_from_template Apply an approval template to a document version: reads the template, then adds its stages (creating the approval if ... #### replace_approval_stages Replace the stages of a document version's approval: add, remove, or reorder stages or paths. Unstarted stages left o... #### update_approval_stage Update one approval stage's name, deadline, participants, or rules. Send the full participant list. Use get_document\_... #### delete_approval_stage Delete one stage that has not started yet (e.g. a later stage waiting on another) from a document version's approval.... #### delete_document_approval Delete the whole approval (every stage, participant, and decision) from a document version. Use get_document_approval... #### add_approval_participants Add approvers or reviewers to an existing approval. Set stage_id (from get_document_approval) on each for multi-stage... #### remove_approval_participant Remove a user or team from a document version's approval. Removing the last participant deletes the approval (deleted... #### remind_approval_participant Send a reminder to one approval participant. Pass stage_id to remind them about a specific stage (uses the stage-scop... #### remind_undecided_participants Send reminders to every participant who has not decided yet on a document version's approval, or only on one stage wh... #### list_comments List the comments on a project, task, issue, or document (obj_code + object_id), or search comments across objects wi... #### count_comments Count the comments on a project, task, issue, or document, or across objects with filters, without fetching them. #### get_comment Get one comment by ID, with its text, author, and thread. Use list_comments to find IDs. #### create_comment Post a comment on a project, task, issue, or document (obj_code + object_id from the matching list tool), or reply to... #### update_comment Replace a comment's text. Use list_comments to find the ID; only the author can edit. #### delete_comment Permanently delete a comment. Use list_comments to find the ID. #### like_comment Like a comment as the signed-in user. Use list_comments to find the ID; undo with unlike_comment. #### unlike_comment Remove the signed-in user's like from a comment. Use list_comments to find the ID. #### list_object_types List every Workfront object type with its code (PROJ, TASK, OPTASK, PORT, PRGM, TMPL, DOCV, HOURT, ...). Use the code... #### get_object_metadata Get an object type's schema: field names and types, references and collections (for 'owner:name' style field paths), ... #### search_objects Search any Workfront object type (portfolios, programs, templates, document versions, hour types, teams, groups, ...)... #### count_objects Count Workfront objects of any type that match filters, without fetching them , e.g. how many current projects or ove... #### report_objects Group and aggregate Workfront objects server-side , e.g. hours summed per project, or project counts per status. Use ... #### get_object Get one Workfront object of any type by ID, with chosen fields (e.g. 'name,owner:name,DE:Region'). Use search_objects... #### create_object Create a Workfront object of any type (portfolio, program, company, assignment, ...). Call get_object_metadata first ... #### update_object Update fields on a Workfront object of any type. Call get_object_metadata for field names; use search_objects for IDs... #### delete_object Permanently delete a Workfront object of any type by ID. Use search_objects to find IDs; set force=true to remove dep... #### run_object_action Run a Workfront action on any object: move a task (projectID), convert an issue to a project or task, assign, mark do... #### list_custom_forms List custom forms, optionally only those for one object type (e.g. 'PROJ'). Call get_custom_form next for field names... #### get_custom_form Get a custom form's fields: names (use as custom_fields keys), labels, types, required flags, and dropdown options. U... #### list_documents List documents, optionally only those attached to one project, task, or issue (attached_to_obj_code + attached_to_id)... #### get_document Get one document by ID, including its current version (ID, number, file name, type, size). Use list_documents to find... #### delete_document Permanently delete a document and all its versions. Use list_documents to find the ID. #### list_hours List logged hours with server-side filters (project, task, issue, user, entry date range) plus any Workfront filter, ... #### get_hour Get one hour entry by ID with chosen fields. Use list_hours to find IDs. #### create_hour Log hours against exactly one task (list_tasks), issue (list_issues), or project (list_projects). Use search_objects ... #### update_hour Change an hour entry's hours, date, hour type, or note. Use list_hours for the ID and search_objects obj_code 'HOURT'... #### delete_hour Permanently delete an hour entry. Use list_hours to find the ID. #### list_issues List issues and requests with server-side filters (project, status, priority, type, assignee, name) plus any Workfron... #### get_issue Get one issue or request by ID with chosen fields. Use list_issues to find IDs. #### create_issue Log an issue or request on a project (project_id from list_projects). Use search_users for assignee IDs. Returns the ... #### update_issue Update an issue's name, status, priority, severity, type, assignee, due date, or custom fields. Use list_issues for t... #### delete_issue Permanently delete an issue. Use list_issues for the ID; force=true also deletes logged hours. #### list_my_work List the signed-in user's open work , the tasks and issues in their My Work list. Use list_tasks or list_issues with ... #### list_fields List the fields of a Workfront Planning record type (cursor pagination). Returns the field IDs that record data, sear... #### get_field Get one Workfront Planning field, including its type, select options, and type settings. Use list_fields to find the ... #### create_field Add a field to a Workfront Planning record type (list_record_types for the ID). Date, number, percentage, currency, a... #### update_field Change a Workfront Planning field's name, description, select options, or type settings; unset inputs are kept. Use l... #### delete_field Delete a Workfront Planning field and its values on every record. Use list_fields to find the ID. Needs the Adobe sig... #### search_records Search or browse records of a Workfront Planning record type, with filter, sort, grouping, field selection, and page/... #### get_record Get one Workfront Planning record with its field values keyed by field ID. Use search_records to find the ID and list... #### create_record Create one Workfront Planning record. Call list_fields first to get the field IDs for data keys; use list_record_type... #### update_record Change field values on a Workfront Planning record; fields not given are kept. Use search_records for the record ID a... #### delete_record Delete one Workfront Planning record. Use search_records to find the ID; for many records use bulk_record_actions wit... #### bulk_record_actions Create, update (replace data), patch (change given fields), or delete up to 100 Workfront Planning records of one rec... #### move_records Reorder Workfront Planning records by placing them before or after another record. Use list_record_types for the reco... #### get_record_history List the field change history of a Workfront Planning record (cursor pagination). Use search_records to find the reco... #### list_record_types List the record types in a Workfront Planning workspace (cursor pagination). Returns the record type IDs that search\_... #### get_record_type Get one Workfront Planning record type. Use list_record_types to find the ID; its fields come from list_fields. Needs... #### create_record_type Create a record type (e.g. 'Campaign') in a Workfront Planning workspace. Use list_workspaces for the workspace ID; a... #### update_record_type Change a Workfront Planning record type's name, description, icon, color, or primary field; unset fields are kept. Us... #### delete_record_type Permanently delete a Workfront Planning record type and all of its records. Use list_record_types to find the ID. To ... #### list_addable_global_record_types List global record types a Workfront Planning workspace can use (cursor pagination). Adding one is done in the Workfr... #### detach_global_record_type Remove a global record type from one Workfront Planning workspace without deleting it. Use list_workspaces and list_r... #### get_planning_sharing List who has access to a Workfront Planning workspace, record type, record, view, or field, with each member's role. ... #### update_planning_sharing Grant, change, or revoke access to a Workfront Planning workspace, record type, record, view, or field; for records a... #### list_views List the saved views (table, timeline, calendar, list, gallery) of a Workfront Planning record type (cursor paginatio... #### get_view Get one Workfront Planning view with its filter, sorting, grouping, and layout settings. Use list_views to find the I... #### create_view Create a saved view of a Workfront Planning record type. Use list_record_types for the record type ID and list_fields... #### update_view Change a Workfront Planning view's name, filter, sorting, grouping, layout, or visibility; unset inputs are kept. Use... #### delete_view Delete a Workfront Planning view; the records it showed are kept. Use list_views to find the ID. Needs the Adobe sign... #### list_workspaces List Workfront Planning workspaces with cursor pagination. Returns the workspace IDs that list_record_types and creat... #### get_workspace Get one Workfront Planning workspace, including its record type sections. Use list_workspaces to find the ID. Needs t... #### create_workspace Create a Workfront Planning workspace. Returns its ID for create_record_type. Needs the Adobe sign-in or server-to-se... #### update_workspace Change a Workfront Planning workspace's name, description, color, icon, or record type sections; unset fields are kep... #### delete_workspace Permanently delete a Workfront Planning workspace and everything in it. Use list_workspaces to find the ID. Needs the... #### list_projects List projects with server-side filters (status, owner, portfolio, program, group, name) plus any Workfront filter, so... #### get_project Get one project by ID with chosen fields (e.g. 'name,status,owner:name,DE:Budget'). Use list_projects to find IDs. #### create_project Create a project, optionally from a template (template_id via search_objects obj_code 'TMPL'). Use search_users for o... #### update_project Update a project's name, status, dates, owner, portfolio/program, or custom fields. Use list_projects for the ID and ... #### delete_project Permanently delete a project. Use list_projects for the ID; force=true also deletes its tasks, issues, and hours. Con... #### list_tasks List tasks with server-side filters (project, status, assignee, parent, name) plus any Workfront filter, sorting, and... #### get_task Get one task by ID with chosen fields (e.g. 'name,status,assignments:assignedTo:name'). Use list_tasks to find IDs. #### create_task Create a task in a project (project_id from list_projects). Use search_users for assignee IDs and list_tasks for pare... #### update_task Update a task's name, status, percent complete, dates, assignee, priority, or custom fields. Use list_tasks for the I... #### delete_task Permanently delete a task. Use list_tasks for the ID; force=true also deletes subtasks and logged hours. #### search_users Search Workfront users by name, email, active status, or home group, plus any Workfront filter. Returns user IDs for ... #### get_user Get one user by ID with chosen fields. Use search_users to find IDs. #### get_current_user Get the Workfront user the connection acts as , their ID, name, email, and access level. Use the ID wherever a tool a...