Goals & Actions Tools

Read and write the planning layer of a project: goals (targets with numbers) and actions (the work), each linked to the sources they answer. The same tools serve ISO management-system projects and CSRD ones; only what they point at differs.

These tools plan against an assessment. To build the assessment itself — score the matters, write the IROs — use the CSRD tools.

Source types

A goal or an action can point at several sources at once. Every tool that takes a source_type accepts the same seven:

Value	What it is
`iro`	An impact, risk or opportunity from a double materiality assessment
`csrd_datapoint`	An ESRS data point
`custom_kpi`	A custom KPI
`objective`	Another goal
`risk`	An ISO risk
`opportunity`	An ISO opportunity
`nonconformity`	An ISO non-conformity

source_links is a list of {"source_type": ..., "source_id": ...}.

`list_ms_goals`

List the goals of a project, with their links and KPI progress. Parameters:

Parameter	Type	Required	Default	Description
`project_id`	string	Yes	—	Project UUID
`status`	string	No	—	Filter by status, e.g. `open`
`page`	integer	No	1	Page number
`size`	integer	No	100	Results per page (100 is the API ceiling)
`organization_id`	string	No	default org	Organization UUID

Example response:

{
  "items": [
    {
      "id": "a1b2c3d4-...",
      "code": "OBJ-001",
      "title": "Cut scope 1 and 2 emissions 42% by 2030",
      "status": "open",
      "unit": "tCO2e",
      "baseline_value": 4200,
      "current_value": 3696,
      "target_value": 2436,
      "source_links": [
        { "source_type": "iro", "source_id": "b2c3d4e5-...", "source_code": "IRO-003" }
      ],
      "kpi_progress": null
    }
  ],
  "total": 3
}

Key response fields:

Field	Description
`code`	Human-readable id, `OBJ-nnn`
`baseline_value` / `current_value` / `target_value`	Progress is how far current has travelled from baseline to target
`source_links`	Everything the goal answers; `source_code` is absent for global sources like ESRS data points
`kpi_progress`	Present only when the goal is linked to exactly one custom KPI, and then carries that KPI’s latest submissions

Example prompts:

"What goals does this project have and how are they doing?"
"Which goals are behind on their target?"
"Show the open goals linked to an IRO"

`get_ms_goal`

Get one goal.

Parameter	Type	Required	Description
`project_id`	string	Yes	Project UUID
`goal_id`	string	Yes	Goal UUID
`organization_id`	string	No	Organization UUID

`create_ms_goal`

Create a goal.

Parameter	Type	Required	Description
`project_id`	string	Yes	Project UUID
`title`	string	Yes	Goal title
`description`	string	No	Longer description
`baseline_value`	number	No	Value the goal improves from
`current_value`	number	No	Where it stands now
`target_value`	number	No	Value it aims at
`unit`	string	No	Unit of the values
`start_date`	string	No	`YYYY-MM-DD`
`end_date`	string	No	`YYYY-MM-DD`
`source_links`	array	No	`[{"source_type": ..., "source_id": ...}]`
`organization_id`	string	No	Organization UUID

Without both baseline_value and target_value there is no distance to measure, so the goal reports no progress.

Example prompts:

"Create a goal to halve the accident rate by 2027, linked to IRO-012"
"Add a target for scope 2 emissions based on our renewable electricity KPI"

`update_ms_goal`

Update a goal. Takes the same fields as create_ms_goal plus status, all optional, and goal_id.

Passing source_links replaces the whole set. Send every link you want to keep, or omit the field to edit only the other fields.

`delete_ms_goal`

Delete a goal, along with any link pointing at it. Actions that addressed the goal keep existing; they simply stop pointing at it.

Parameter	Type	Required	Description
`project_id`	string	Yes	Project UUID
`goal_id`	string	Yes	Goal UUID
`organization_id`	string	No	Organization UUID

`list_ms_actions`

List the actions of a project, with every source each one addresses. Same parameters as list_ms_goals. Example response:

{
  "items": [
    {
      "id": "c3d4e5f6-...",
      "code": "ACC-001",
      "title": "Move all sites to renewable electricity",
      "status": "open",
      "action_type": "improvement",
      "deadline": "2026-12-31",
      "cost": 45000,
      "source_links": [
        { "source_type": "iro", "source_id": "b2c3d4e5-...", "source_code": "IRO-003" },
        { "source_type": "objective", "source_id": "a1b2c3d4-...", "source_code": "OBJ-001" }
      ]
    }
  ],
  "total": 5
}

`get_ms_action`

Get one action, including its attachments.

`create_ms_action`

Create an action addressing one or more sources.

Parameter	Type	Required	Default	Description
`project_id`	string	Yes	—	Project UUID
`title`	string	Yes	—	What will be done
`source_type`	string	Yes	—	Primary source kind
`source_id`	string	Yes	—	UUID of that source
`action_type`	string	No	`improvement`	`immediate`, `corrective`, `preventive` or `improvement`
`description`	string	No	—	Longer description
`deadline`	string	No	—	`YYYY-MM-DD`
`cost`	number	No	—	Expected cost
`source_links`	array	No	—	Further sources
`organization_id`	string	No	default org	Organization UUID

source_type/source_id is the primary source and is what the action’s code is derived from. Everything else goes in source_links — do not repeat the primary there.

`update_ms_action`

Update an action. Same fields as create_ms_action plus status, all optional, and action_id. source_links replaces the whole set, as on goals.

`delete_ms_action`

Delete an action.

`list_ms_source_links`

The reverse view: what each source of one kind is being addressed by.

Parameter	Type	Required	Description
`project_id`	string	Yes	Project UUID
`source_type`	string	Yes	One of the seven source kinds
`organization_id`	string	No	Organization UUID

Example response:

[
  {
    "source_type": "iro",
    "source_id": "b2c3d4e5-...",
    "source_code": "IRO-003",
    "objectives": [
      { "code": "OBJ-001", "title": "Cut scope 1 and 2 emissions 42% by 2030", "percent_to_target": 29.0 }
    ],
    "actions": [
      { "code": "ACC-001", "title": "Move all sites to renewable electricity" }
    ]
  }
]

This answers “which IROs have nothing planned against them” in one call, instead of reading every goal and action and folding the links by hand. Sources missing from the response have nothing planned at all, and a source returned with an empty actions has a target but no work behind it. An unknown source_type returns an error rather than an empty list, so a typo is never mistaken for “nothing is linked yet”. Example prompts:

"Which IROs have no action against them?"
"Show me every ESRS data point we have a goal for"
"What is being done about our non-conformities?"

Workflow

Find the project — list_projects
See the targets — list_ms_goals for what exists and how far along it is
See the work — list_ms_actions
Find the gaps — list_ms_source_links per source kind; anything absent has nothing planned
Close them — create_ms_goal for a target, then create_ms_action pointing at both the source and the goal

CSRD

Double materiality and the IROs these goals answer

Custom KPIs

The KPIs a goal can track its current value from

Projects

The projects goals and actions live in

Decarbonization

Emission reduction targets and actions, tracked separately

Getting Started

Tools Reference

Reference Data

Source types

`list_ms_goals`

`get_ms_goal`

`create_ms_goal`

`update_ms_goal`

`delete_ms_goal`

`list_ms_actions`

`get_ms_action`

`create_ms_action`

`update_ms_action`

`delete_ms_action`

`list_ms_source_links`

Workflow

CSRD

Custom KPIs

Projects

Decarbonization

​Source types

​list_ms_goals

​get_ms_goal

​create_ms_goal

​update_ms_goal

​delete_ms_goal

​list_ms_actions

​get_ms_action

​create_ms_action

​update_ms_action

​delete_ms_action

​list_ms_source_links

​Workflow

​Related

CSRD

Custom KPIs

Projects

Decarbonization

Source types

`list_ms_goals`

`get_ms_goal`

`create_ms_goal`

`update_ms_goal`

`delete_ms_goal`

`list_ms_actions`

`get_ms_action`

`create_ms_action`

`update_ms_action`

`delete_ms_action`

`list_ms_source_links`

Workflow

Related