Project Tools

Query and manage ESG projects — reporting periods, task tracking, dashboards, and recent activity. Projects group data by framework (GHG Protocol, ISO 14064, LCA, etc.) and contain tasks, files, and dashboards.

`list_projects`

List projects for the organization with optional framework filter. Parameters:

Parameter	Type	Required	Default	Description
`organization_id`	string	No	default org	Organization UUID
`framework`	string	No	—	Filter by project type (see below)

Framework filter values

Value	Description
`carbon_footprint`	GHG Protocol carbon footprint
`esrs`	European Sustainability Reporting Standards (EINF + ESRS methodology)
`gri`	Global Reporting Initiative (EINF + GRI methodology)
`lca`	Life Cycle Assessment
`logistics`	Logistics & GLEC framework
`decarbonization_plan`	Decarbonization planning
`custom`	Custom project

Example response:

[
  {
    "id": "p5e6f7a8-...",
    "name": "Carbon Footprint 2024",
    "description": "Annual GHG Protocol reporting",
    "project_type": "carbon_footprint",
    "methodology": "gri",
    "start_date": "2024-01-01",
    "end_date": "2024-12-31",
    "due_date": "2025-03-31",
    "organization_id": "a1b2c3d4-...",
    "responsible_user": {
      "id": "u1a2b3c4-...",
      "first_name": "María",
      "last_name": "García",
      "email": "maria@company.com"
    },
    "extended": {
      "number_of_files": 45,
      "number_of_widgets": 8,
      "number_of_tasks": 12,
      "number_of_tasks_completed": 7
    },
    "created_at": "2024-01-15T10:00:00",
    "updated_at": "2025-02-20T14:30:00"
  }
]

Key response fields:

Field	Description
`project_type`	Framework type (see project types above)
`methodology`	Reporting methodology: `esrs`, `gri`, `glec`, or `custom`
`start_date` / `end_date`	Reporting period
`due_date`	Project deadline
`responsible_user`	User responsible for the project
`extended`	Summary counts: files, widgets, tasks, tasks completed

`get_project`

Get a single project by ID with full details including progress metrics and responsible user. Parameters:

Parameter	Type	Required	Default	Description
`project_id`	string	Yes	—	UUID of the project
`organization_id`	string	No	default org	Organization UUID

Example response:

{
  "id": "p5e6f7a8-...",
  "name": "Carbon Footprint 2024",
  "description": "Annual GHG Protocol reporting for all facilities",
  "project_type": "carbon_footprint",
  "methodology": "gri",
  "start_date": "2024-01-01",
  "end_date": "2024-12-31",
  "due_date": "2025-03-31",
  "organization_id": "a1b2c3d4-...",
  "responsible_user": {
    "id": "u1a2b3c4-...",
    "first_name": "María",
    "last_name": "García",
    "email": "maria@company.com"
  },
  "extended": {
    "number_of_files": 45,
    "number_of_widgets": 8,
    "number_of_tasks": 12,
    "number_of_tasks_completed": 7
  },
  "created_at": "2024-01-15T10:00:00",
  "updated_at": "2025-02-20T14:30:00"
}

Use list_projects first to find project IDs, then list_project_tasks for the task breakdown.

`list_project_tasks`

List tasks and subtasks within a project. Returns each task’s status, assignee, due date, and nested subtasks — useful for tracking ESG action-item progress. Parameters:

Parameter	Type	Required	Default	Description
`project_id`	string	Yes	—	UUID of the project
`organization_id`	string	No	default org	Organization UUID

Example response:

[
  {
    "id": "task-1a2b3c4d-...",
    "title": "Upload electricity invoices Q1-Q4",
    "status": "done",
    "assignee": {
      "id": "u1a2b3c4-...",
      "first_name": "María",
      "last_name": "García"
    },
    "due_date": "2025-02-15",
    "subtasks": [
      {
        "id": "task-5e6f7a8b-...",
        "title": "Verify Q3 consumption data",
        "status": "in_progress",
        "assignee": null,
        "due_date": null
      }
    ]
  },
  {
    "id": "task-9c0d1e2f-...",
    "title": "Review Scope 3 emission factors",
    "status": "pending",
    "assignee": null,
    "due_date": "2025-03-01",
    "subtasks": []
  }
]

Key response fields:

Field	Description
`status`	Task state: `pending`, `in_progress`, or `done`
`assignee`	Organization member assigned to the task (null if unassigned)
`subtasks`	Nested array of child tasks with the same structure

`get_recent_activities`

Get the recent activity feed for a project — data uploads, task completions, and configuration changes. Parameters:

Parameter	Type	Required	Default	Description
`project_id`	string	Yes	—	UUID of the project
`organization_id`	string	No	default org	Organization UUID
`limit`	integer	No	10	Number of activities (1–50)

Example response:

[
  {
    "id": "act-1a2b3c4d-...",
    "action": "file_uploaded",
    "description": "Uploaded electricity invoices for Barcelona office",
    "user": {
      "id": "u1a2b3c4-...",
      "first_name": "María",
      "last_name": "García"
    },
    "created_at": "2025-02-18T09:30:00"
  },
  {
    "id": "act-5e6f7a8b-...",
    "action": "task_completed",
    "description": "Marked 'Upload electricity invoices Q1-Q4' as done",
    "user": {
      "id": "u1a2b3c4-...",
      "first_name": "María",
      "last_name": "García"
    },
    "created_at": "2025-02-17T16:45:00"
  }
]

Example prompts:

"List all our ESG projects"
"Show our carbon footprint projects"
"What tasks are pending in our GHG project?"
"Show recent activity on the ISO 14064 project"
"Which projects are due this quarter?"
"How many tasks are completed in project abc-123?"

`create_project`

Create a new project in the organization. Projects organize ESG work around a specific framework with tasks, timelines, and a responsible user. Parameters:

Parameter	Type	Required	Default	Description
`name`	string	Yes	—	Project name
`responsible_user_id`	string	Yes	—	UUID of the responsible user — use `list_members` to find IDs
`description`	string	No	—	Project description
`project_type`	string	No	—	See values below
`methodology`	string	No	—	`esrs`, `gri`, `glec`, or `custom`
`start_date`	string	No	—	Start date (`YYYY-MM-DD`)
`end_date`	string	No	—	End date (`YYYY-MM-DD`) — must be on or after start_date
`due_date`	string	No	—	Due date (`YYYY-MM-DD`)
`organization_id`	string	No	default org	Organization UUID

Project types: carbon_footprint, custom, einf, iso_14064, iso_14001, iso_9001, lca, visualization, suppliers, logistics, decarbonization_plan, sfdr, materiality_analysis, esg_reporting, ppwr, transport_plan, supplier_risk_assessment Example prompts:

"Create a carbon footprint project for 2025 and assign María as responsible"
"Set up a new ESRS reporting project starting January 2025"
"Create a logistics project with GRI methodology, due March 2026"

The responsible_user_id must be a valid member of the organization. Use list_members to find available user IDs before creating a project.

`create_project_task`

Create a task within a project. Tasks track action items — data collection, reviews, approvals. Use parent_task_id to create subtasks under an existing task. Parameters:

Parameter	Type	Required	Default	Description
`project_id`	string	Yes	—	UUID of the project
`title`	string	Yes	—	Task title
`assigned_to`	string	Yes	—	UUID of the user to assign — use `list_members` to find IDs
`description`	string	No	—	Task description
`due_date`	string	No	—	Due date (`YYYY-MM-DD`)
`stage`	string	No	`pending`	`pending`, `in_progress`, or `completed`
`category`	string	No	—	Free-text category label
`parent_task_id`	string	No	—	UUID of parent task — creates a subtask
`tags`	string[]	No	—	List of tag strings
`organization_id`	string	No	default org	Organization UUID

Example prompts:

"Add a task to project abc-123: 'Upload electricity invoices Q1-Q4' and assign María"
"Create a subtask under task xyz for reviewing Scope 3 data, due June 30"
"Add an urgent task to the carbon footprint project for data validation"

The assigned_to must be a valid member of the organization. Use list_members to find available user IDs before creating a task.

Workflow

List projects — list_projects to discover available projects, optionally filtered by framework
Get details — get_project for full project information and responsible user
Check tasks — list_project_tasks to see task breakdown and completion status
Track activity — get_recent_activities for recent changes and data uploads
Create projects — create_project to set up new ESG projects with framework, dates, and responsible user
Add tasks — create_project_task to add action items with assignees, due dates, and subtasks
View dashboards — list_dashboards to find dashboards linked to the project

Dashboards

Dashboard widgets linked to projects

Decarbonization

Decarbonization plans linked to projects

Members

Organization members assigned to project tasks

API Reference

REST API endpoints for projects

CLI

Manage projects from the command line

​Project Tools

​list_projects

​get_project

​list_project_tasks

​get_recent_activities

​create_project

​create_project_task

​Workflow

​Related

Dashboards

Decarbonization

Members

API Reference

CLI

Project Tools

`list_projects`

`get_project`

`list_project_tasks`

`get_recent_activities`

`create_project`

`create_project_task`

Workflow

Related