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Items carry a dynamic set of fields controlled by their process and container permissions. To understand the field model, available field types, and how to discover which fields you can set, see Items and fields.

get_item_screen

Discover available fields for creating or updating an item. Returns field definitions, types, required flags, default values, and valid options. List fields include selectable options inline. Picker fields include a scope and pickerHint indicating which tool to call for valid entity IDs.
Property
Read-onlyYes

Parameters

ParameterTypeRequiredDefaultDescription
containerIdstringYesContainer ID. Use get_containers.
processIdstringYesProcess ID. Use get_container_process_list.
stagestringNocreatecreate for new items, update for existing items (requires itemId).
itemIdstringNoItem ID or key. Required when stage is update.

Returns

An ItemScreenDto containing:
  • stage — the requested stage (create or update)
  • fields — list of ItemScreenFieldDto:
PropertyDescription
fieldIdField identifier to use in fieldsJson
fieldNameHuman-readable name
fieldTypeData type (List, Picker, Text, Date, etc.)
defaultValueCurrent/default value
requiredWhether the field must be provided
scope(Picker fields only) Entity scope, e.g. User, Area, Board
pickerHint(Picker fields only) Which tool to call for valid IDs, e.g. Use get_user_list
options(List fields only) Available options with id, value, metadata
  • workflow — available status transitions with statusId, statusValue, and phase

get_item

Get a single work item by ID or key (e.g. GEM-123). Returns item details including status, priority, assignment, and time logged.
Property
Read-onlyYes

Parameters

ParameterTypeRequiredDescription
itemIdstringYesItem ID or key (e.g. GEM-123).

Returns

A CycleItemDto with the item’s key, name, url, status, container, board, cycle, work estimate, time logged, and resource assignment. The url field links directly to the item in the Ekso web app. Returns an error if the item is not found.

search_items

Search for work items by keyword across containers. Matches on item name or sequence number. For structured queries by field values (status, priority, etc.), use filter_items instead.
Property
Read-onlyYes

Parameters

ParameterTypeRequiredDescription
keywordstringYesSearch term to match against item names and sequence numbers.
containerIdsstringNoComma-separated container IDs to limit scope. Searches all containers if omitted. Use get_containers.

Returns

A list of ItemMatch objects, each containing:
  • itemId, itemName, itemSequence — item identity
  • containerId, containerName, containerCode — container context

create_item

Create a new work item in the specified container with a given process type. Call get_item_screen with stage create first to discover available fields. Only include fields marked as required — optional fields (priority, severity, etc.) can be set later via update_item.
Property
Read-onlyNo

Parameters

ParameterTypeRequiredDescription
containerIdstringYesContainer to create the item in. Use get_containers to find IDs.
processIdstringYesProcess type for the item. Use get_container_process_list to find IDs.
fieldsJsonstringNoRequired field values as JSON: [{"fieldId":"<id>","value":"<value>"}]. Use get_item_screen to discover field IDs and required flags. Only required fields are needed — optional fields can be set later.

Returns

A CycleItemDto with the created item’s key, name, status, container, and planning details.

update_item

Update an existing work item. Supports item ID or key format (e.g. GEM-123). Only provided fields are updated. Call get_item_screen with stage update and the itemId to discover updatable fields, current values, and valid workflow transitions.
Property
Read-onlyNo

Parameters

ParameterTypeRequiredDescription
itemIdstringYesItem ID or key (e.g. GEM-123).
fieldsJsonstringNoChanged field values as JSON: [{"fieldId":"<id>","value":"<value>"}]. Use get_item_screen to discover field IDs and valid values.

Returns

A CycleItemDto with the updated item details.

delete_item

Delete a work item by ID or key (e.g. GEM-123).
Property
Read-onlyNo

Parameters

ParameterTypeRequiredDescription
itemIdstringYesItem ID or key.

Returns

A confirmation message with the deleted item’s key.

copy_item

Duplicate a work item within the same container. Requires Add permission on the item’s container.
Property
Read-onlyNo

Parameters

ParameterTypeRequiredDescription
itemIdstringYesItem ID or key (e.g. GEM-123).

Returns

A CycleItemDto with the newly created copy’s details.

plan_item

Assign a work item to a board and cycle, optionally assigning a resource.
Property
Read-onlyNo

Parameters

ParameterTypeRequiredDescription
itemIdstringYesItem ID or key.
boardIdstringYesTarget board ID. Use get_board_cycle.
cycleIdstringYesTarget cycle ID. Use get_board_cycle.
resourceIdstringNoUser or job role ID to assign.
resourceTypestringNoUser or JobRole. Required when resourceId is provided.

Returns

A CycleItemDto with the updated planning details.

unplan_item

Remove an item from its board and cycle, clearing all planning fields (board, cycle, resource).
Property
Read-onlyNo

Parameters

ParameterTypeRequiredDescription
itemIdstringYesItem ID or key.

Returns

A CycleItemDto with the cleared planning fields.

get_items_by_resource

Get work items assigned to a specific user, filtered by the current user’s visibility permissions. For filtering by multiple criteria, use filter_items with resource conditions.
Property
Read-onlyYes

Parameters

ParameterTypeRequiredDefaultDescription
userIdstringYesUser ID to query items for. Use get_user_list.
includeClosedboolNofalseWhen true, includes closed items.

Returns

A list of CycleItemDto objects for items assigned to the specified user.

get_item_dependencies

Get the full dependency tree for a work item. Requires View permission on the container and FieldView permission on the dependency field.
Property
Read-onlyYes

Parameters

ParameterTypeRequiredDescription
itemIdstringYesItem ID or key (e.g. GEM-123).

Returns

A list of CycleItemDto objects representing the dependency tree, filtered to items the current user can see.

add_item_dependency

Add a parent-child dependency between two work items. Both IDs support key format (e.g. GEM-123). Requires View permission on both items.
Property
Read-onlyNo

Parameters

ParameterTypeRequiredDescription
parentIdstringYesParent item ID or key.
childIdstringYesChild item ID or key.

Returns

A confirmation message showing the created dependency link.

remove_item_dependency

Remove a work item from its dependency tree. The item becomes standalone but retains its children. Requires View permission on the item.
Property
Read-onlyNo

Parameters

ParameterTypeRequiredDescription
itemIdstringYesItem ID or key (e.g. GEM-123).

Returns

A confirmation message with the detached item’s key.