get_board_cycle
Get boards with their budgets, budget change history, and associated cycles.Parameters
Returns
A list ofBoardDto objects, each containing:
boardId,boardName— board identityurl— direct link to the board in the Ekso web appbudgetHours— total budget in hoursbudgetChanges— history of budget adjustments with reason, user, date, and deltacycles— list of cycles with ID, name, dates, budget, and closed status
get_board_reason_codes
Get the list of budget reason change codes used when adjusting board budgets.Parameters
None.Returns
A list ofConfigBudgetReason objects with ID and name.
get_board_cycle_item_list
Get items within a specific cycle, with optional limit and description inclusion.Parameters
Returns
A list ofCycleItemDto objects sorted by key, each containing: key, name, url, description (if requested), container, board, cycle, status, work estimate, time logged, resource type, and resource name. The url field links directly to each item in the Ekso web app.
create_board
Create a new planning board for organizing work into cycles.Parameters
Returns
ABoardDto with the created board’s details.
update_board
Update board settings including name, containers, resources, and budget. Only provided fields are updated.Parameters
Returns
ABoardDto with the updated board details and current cycles.
delete_board
Delete a board. Requires Manage permission on the board.Parameters
Returns
A confirmation message with the deleted board’s name.get_portfolio_summary
Get a portfolio-level summary across all boards the user can view. Returns aggregate health, budget, items, cycles, and financials, plus a per-board breakdown including budget consumption, status distribution, and projected/logged revenue and cost. Use this tool to answer questions about overall portfolio health, identify at-risk boards, or compare financial performance across boards.Parameters
None.Returns
APortfolioResult object containing:
aggregate— totals across all boards:totalBudgetHours,totalPlannedHours,totalItems,totalActiveCycles,projectedRevenue,loggedRevenue,projectedCost,loggedCostboards— list of per-board summaries, each with:boardId,budgetHours,plannedHours,itemCount,activeCycleCount,projectedRevenue,loggedRevenue,projectedCost,loggedCost, andstatusCounts(working, blocked, open, closed)
plannedHours / budgetHours >= 85%.
get_board_capacity
Get capacity and financial data for a specific board and cycle: per-resource planned hours, capacity hours, utilization percentage, and projected cost and revenue.Parameters
Returns
ACapacityResult object containing:
boardBudgetHours,cycleBudgetHours,cyclePlannedHours— budget contextresources— per-resource breakdown withuserName,totalCapacityHours,plannedHours,availableHours,utilizationPercent,plannedCost,plannedRevenueaggregate— totals:totalCapacityHours,totalPlannedHours,totalAvailableHours,utilizationPercent,totalPlannedCost,totalPlannedRevenue,grossMarginPercent,totalLoggedCost,totalLoggedRevenue
get_board_resource_utilization
Get a resource-by-cycle utilization heatmap for a board. Shows each resource’s planned hours, capacity hours, and utilization percentage across all open cycles. Use this to identify overloaded or underutilized resources.Parameters
Returns
AHeatmapResult with a list of resources, each containing:
userId,userName,resourceType(User or JobRole)cycles— list of cycle entries withcycleId,cycleName,plannedHours,capacityHours,utilizationPercent
get_board_status_summary
Get item counts by workflow status (working, blocked, open, closed) for a specific board.Parameters
Returns
ABoardStatusSummary object containing:
boardId— the board identifieritemCount— total items on the boardstatusCounts— breakdown by workflow status:working,blocked,open,closed