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Connect Claude & ChatGPT to ClearPoint Strategy

Ask your AI how your measures are tracking this period, which initiatives are behind, or what the analysis says for an objective. It can read scorecards, objectives, measures, initiatives, milestones, action items and risks in ClearPoint Strategy. It can also enter measure data, save period updates, create and update elements and post comments.

Connect ClearPoint Strategy free

Free plan, no credit card. Takes about a minute.

Try asking

  • “Which measures on the Operations scorecard are off track this quarter?”

    The AI finds the scorecard and the period, then reads each measure's status for that period.

  • “Enter March revenue of 1.2 million on the Revenue measure.”

    It finds the measure's series and the March period, then saves the value.

  • “Draft the analysis for the Customer Satisfaction objective this period and save it.”

    It reads the objective's fields for the period and saves the analysis and recommendations as a period update.

What your AI can do

Scorecards and measures

Read scorecards, measures, their series and data across periods, and enter new measure values.

Objectives and initiatives

Create and update objectives, initiatives and action items, update milestones, and read risks.

Period updates and comments

Read and save period fields such as status, analysis and recommendations, and read or post comments.

  • “Create an initiative for the CRM rollout, owned by Anna, from May to December.”

    It creates the initiative in the scorecard with owner, start date and end date.

  • “What are the milestones on the CRM initiative, and which are complete?”

    It lists the initiative's milestones with owner, dates and completion.

  • “Comment on the Churn measure that the drop comes from the price change.”

    It posts the comment on the measure. Users you mention may be notified.

674 tools for ClearPoint Strategy

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

  • add_commentChanges dataPost a comment on an element (type and ID). Mentioned users may be notified.
  • attach_builder_checkChanges dataLink a builder check. API summary: Test-only: udf link-builder output (Next vs Classic).
  • attach_editChanges dataLink a edit (object id). API summary: Edit Link: Adds or removes one linkage for an element. Provide the {object} and {objectId} for the element in the path, and the link action….
  • create_a_document_connectionChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: Create a document connection.
  • create_action_itemChanges dataCreate an action item. Pass a `body` object with name, scorecardId, and optional ownerId, startDate, endDate and linked measureId.
  • create_ai_briefingChanges dataCreate a new ai briefing. Required: cache key or content. API summary: Save a generated AI landing-page briefing.
  • create_announcementChanges dataCreate a new announcement. Required: name or message. API summary: Create announcement.
  • create_api_keyChanges dataCreate a new api key. Required: name. API summary: Create API Key.
  • create_app_connectionChanges dataCreate a new app connection. Required: authentication id or service. API summary: Record a Zapier app connection created via White Label Connect.
  • create_archiveChanges dataCreate a new archive. Required: name. API summary: Create snapshot.
  • create_briefing_warmChanges dataCreate a new briefing warm. Required: name or series data type id. API summary: Claim a briefing warm run and list the admins to warm.
  • create_bulkVisible to othersCreate a new bulk. Required: period id or items. Has effects visible outside this system. API summary: Get fields for multiple elements in a single request.
  • create_bulk_addVisible to othersCreate a new bulk add. Has effects visible outside this system. API summary: Bulk Add Elements: Creates multiple ClearPoint elements in a single request.
  • create_bulk_editVisible to othersCreate a new bulk edit. Has effects visible outside this system. API summary: Bulk Edit Elements: Edits multiple ClearPoint elements in a single request.
  • create_bulk_edit_linkVisible to othersCreate a new bulk edit link. Has effects visible outside this system. API summary: Bulk Edit Links: Edits link relationships for multiple elements in a single request.
  • create_calculated_fieldChanges dataCreate a new calculated field. Required: calculation or name. API summary: Create calculated field.
  • create_claimChanges dataCreate a new claim. Required: kind, district id, user id, period id, generated at or summary. API summary: Claim document connections due for sync.
  • create_connectionChanges dataCreate a new connection. Required: api district id, api user id, kind or name. API summary: Create a Data Loader connection.
  • create_connection_envelopeChanges dataCreate a new envelope for a connection. Required: api district id, api user id, agent id or ciphertext. API summary: Queue a sealed credential envelope for a Data Loader connection.
  • create_conversationChanges dataCreate a new message. Required: name or conversation. API summary: Create conversation.
  • create_countChanges dataCreate a new count. API summary: Count matching elements.
  • create_credential_ackChanges dataCreate a new ack for a credential. API summary: Acknowledge envelope delivery — the row is deleted; ciphertext never persists past delivery.
  • create_custom_chart_typeChanges dataCreate a new custom chart type. Required: chart json or name. API summary: Create custom chart type.
  • create_custom_fieldChanges dataCreate a new custom field. Required: name, custom field type or object. API summary: Create custom field.
  • create_dashboard_layoutChanges dataCreate a new dashboard layout. Required: scorecard id. API summary: Create scorecard report.
  • create_default_seriesChanges dataCreate a new default series. Required: name, object, series type or series data type id. API summary: Create default series.
  • create_deleteChanges dataCreate a new delete. API summary: Empty recycle bin.
  • create_detail_layoutChanges dataCreate a new detail layout. Required: object or object id. API summary: Edit detail layout.
  • create_digestVisible to othersCreate a new digest. Required: items. Has effects visible outside this system. API summary: Process and send all queued digest emails.
  • create_districtChanges dataCreate a new district. API summary: Create district.
  • create_district_expertiseChanges dataCreate a new district expertise. Required: object. API summary: Update assigned users for an expertise category.
  • create_documentChanges dataCreate a new document. Required: name, filename, object or object id. Search documents first to avoid duplicates. API summary: Create attachment.
  • create_document_create_bridge_uploadChanges dataCreate a new document. Required: file name. Search documents first to avoid duplicates. API summary: Register an upload and receive a presigned S3 PUT grant.
  • create_document_extractChanges dataCreate a new extract for a document. API summary: Extract structured data from a knowledge base document using a specific schema.
  • create_editChanges dataCreate a new edit. Required: items. API summary: Bulk edit elements.
  • create_edit_linkChanges dataCreate a new link for a edit. Required: items. API summary: Edit Links: Edit the linkages for an element. Provide the {object} and the {objectId} for the element in the path, and the array of links in….
  • create_favoriteChanges dataCreate a new favorite. Required: body. API summary: Toggle favorite.
  • create_fileChanges dataCreate a new document. Required: name or filename. Search documents first to avoid duplicates. API summary: Create file.
  • create_fiscal_yearChanges dataCreate a new fiscal year. Required: name, end date or start date. API summary: Create fiscal year.
  • create_folderChanges dataCreate a new folder. Required: api district id, api user id, agent id or path. API summary: Create a Data Loader watched folder.
  • create_goalChanges dataCreate a new goal. Required: name, owner id, period id, start date or status id. API summary: Create goal.
  • create_goal_key_resultChanges dataCreate a new key result for a goal. Required: name, start value or end value. API summary: Create key result.
  • create_grid_layoutChanges dataCreate a new grid layout. Required: scorecard id, object, name, body scorecard id or body object. API summary: Create summary report.
  • create_groupChanges dataCreate a new group. Required: name. API summary: Create group.
  • create_heartbeatChanges dataCreate a new heartbeat. API summary: Record agent health and claim due tasks — the heartbeat IS the task claim.
  • create_initiativeChanges dataCreate an initiative in a scorecard with name, owner, start and end dates and tags.
  • create_initiative_chartChanges dataCreate a new chart for a initiative. Required: body. API summary: Create chart.
  • create_initiative_measure_dataChanges dataCreate a new measure data for a initiative. Required: items. API summary: Update initiative data.
  • create_initiative_measure_seriesChanges dataCreate a new measure series for a initiative. Required: name or series data type id. API summary: Create initiative series.
  • create_initiative_milestoneChanges dataCreate a new milestone for a initiative. Required: name, scorecard id or body initiative id. API summary: Create milestone.
  • create_initiative_resourceChanges dataCreate a new resource for a initiative. Required: items. API summary: Set initiative resource assignments.
  • create_integration_connectionChanges dataCreate a new integration connection. Required: kind, district id, user id, period id, generated at or summary. API summary: Create an integration connection.
  • create_kb_sync_documentChanges dataCreate a new document for a kb sync. Required: kind, district id, user id, period id, generated at or summary. Search documents first to avoid duplicates. API summary: Ingest a new synced document.
  • create_mailChanges dataCreate a new mail. Required: subject or template. API summary: Send email.
  • create_management_reportChanges dataCreate a new management report. Required: report type. Search management reports first to avoid duplicates. API summary: Generate a management report.
  • create_mapChanges dataCreate a new map. Required: name or elements. API summary: Create map.
  • create_master_periodChanges dataCreate a new master period. Required: items. API summary: Update master periods.
  • create_measureChanges dataCreate a new measure. Required: name or scorecard id. API summary: Create measure.
  • create_measure_chartChanges dataCreate a new chart for a measure. Required: body. API summary: Create chart.
  • create_measure_measure_seriesChanges dataCreate a new measure series for a measure. Required: name or series data type id. API summary: Create measure series.
  • create_measure_recalcChanges dataCreate a new recalc for a measure. API summary: Recalculate measure.
  • create_measure_series_mapChanges dataCreate a new map for a measure series. Required: calculation. API summary: Preview series calculation map.
  • create_meeting_prepChanges dataCreate a new meeting prep. Required: event id or content. API summary: Save a generated AI meeting prep brief.
  • create_memoryChanges dataCreate a new memory. Required: body. API summary: Create profile memory.
  • create_milestone_chartChanges dataCreate a new chart for a milestone. Required: body. API summary: Create chart.
  • create_milestone_measure_dataChanges dataCreate a new measure data for a milestone. Required: items. API summary: Update milestone data.
  • create_milestone_measure_seriesChanges dataCreate a new measure series for a milestone. Required: name or series data type id. API summary: Create milestone series.
  • create_milestone_resourceChanges dataCreate a new resource for a milestone. Required: items. API summary: Set milestone resource assignments.
  • create_mint_tokenDeletesCreate a new mint token. Required: name or series data type id. Destructive action; may require approval. API summary: Mint an act-as-user token + session for a userId.
  • create_new_2fa_codesChanges dataCreate a new user for a user. Search users first to avoid duplicates. API summary: Create new 2FA codes.
  • create_notificationChanges dataCreate a new notification. Required: name, action, detection type or criteria. API summary: Create notification.
  • create_number_formatChanges dataCreate a new number format. Required: name, currency position, separators, currency symbol, negative red or is currency. API summary: Create number format.
  • create_oauth_tokenDeletesCreate a new oauth token. Destructive action; may require approval. API summary: Mint ClearPoint OAuth tokens for the current user for the Zapier integration.
  • create_objectiveChanges dataCreate an objective in a scorecard with name, owner, dates and tags.
  • create_okr_updateChanges dataCreate a new okr update. Required: target. API summary: Create OKR update.
  • create_one_on_oneChanges dataCreate a new one on one. Required: employee id or manager id. API summary: Create 1:1.
  • create_one_on_one_topicChanges dataCreate a new topic for a one on one. Required: title. API summary: Add a topic to a 1:1.
  • create_optionChanges dataCreate a new option. Required: name. API summary: Update account options.
  • create_orderChanges dataCreate a new order. Required: items. API summary: Sort elements.
  • create_pageChanges dataCreate a new page. Required: thread id. Search pages first to avoid duplicates. API summary: Upload a completed AI-generated artifact.
  • create_pairing_codeChanges dataCreate a new pairing code. Required: api district id or api user id. API summary: Create a one-use Data Loader agent pairing code.
  • create_payloadChanges dataCreate a new payload. Required: period id or items. API summary: List card payloads for multiple elements.
  • create_periodChanges dataCreate a new period. Required: name or period date. API summary: Create period.
  • create_period_groupChanges dataCreate a new period group. Required: scorecard id or name. API summary: Create reporting frequency.
  • create_playbookChanges dataCreate a new playbook. Required: playbook key or name. API summary: Create playbook.
  • create_pod_styleChanges dataCreate a new pod style. Required: name. API summary: Create pod style.
  • create_previewChanges dataCreate a new preview. Required: calculation. API summary: List options.
  • create_product_chartChanges dataCreate a new chart for a product. Required: body. API summary: Create chart.
  • create_product_measure_dataChanges dataCreate a new measure data for a product. Required: items. API summary: Update action item data.
  • create_product_measure_seriesChanges dataCreate a new measure series for a product. Required: body. API summary: Create action item series.
  • create_projectChanges dataCreate a new project. API summary: Create a parse job.
  • create_pulse_checkChanges dataCreate a new pulse check. Required: responses. API summary: Create pulse check.
  • create_pusherChanges dataCreate a new pusher. API summary: Pusher authentication.
  • create_registerChanges dataCreate a new register. Required: pairing token or public key. API summary: Exchange a one-use pairing token for a long-lived Bridge Agent token.
  • create_reminderChanges dataCreate a new reminder. Required: name, subject, message or objects. API summary: Create / preview reminder.
  • create_reportChanges dataCreate a new report. Required: name or contents. API summary: Create report.
  • create_report_styleChanges dataCreate a new report style. Required: name or type. API summary: Create report styles.
  • create_reset_passwordDeletesCreate a new reset password. Required: username, password or confirm password. Destructive action; may require approval.
  • create_resolve_external_identityChanges dataCreate a new resolve external identity. Required: name or series data type id. API summary: Resolve external identity (team+account) to a ClearPoint user.
  • create_resolve_external_teamChanges dataCreate a new resolve external team. Required: name or series data type id. API summary: Resolve external workspace (team) to the org district whose bot is installed there.
  • create_riskChanges dataCreate a new risk. Required: name or scorecard id. API summary: Create risk.
  • create_risk_chartChanges dataCreate a new chart for a risk. Required: body. API summary: Create chart.
  • create_risk_measure_dataChanges dataCreate a new measure data for a risk. Required: items. API summary: Update risk data.
  • create_risk_measure_seriesChanges dataCreate a new measure series for a risk. Required: name or series data type id. API summary: Create risk series.
  • create_rotateDeletesCreate a new rotate. Destructive action; may require approval. API summary: Issue a replacement agent token; the old token stops working immediately.
  • create_run_parseChanges dataCreate a new parse for a run. Required: source id, api district id, api user id, body run id, body source id or state. API summary: Queue a Data Loader preview.
  • create_scheduleChanges dataCreate a new schedule. Required: api district id, api user id, source id or cron expression. API summary: Create a Data Loader schedule.
  • create_schedule_create_scheduleChanges dataCreate a new schedule. Required: name, type, schedule type, object or start date. API summary: Create schedule.
  • create_scorecardChanges dataCreate a new scorecard. Required: name. API summary: Create scorecard.
  • create_scorecard_categoryChanges dataCreate a new category for a scorecard. Required: name or body scorecard id. API summary: Create category.
  • create_scorecard_diagramChanges dataCreate a new diagram for a scorecard. Required: name, body scorecard id or elements. API summary: Create diagram.
  • create_scorecard_resourceChanges dataCreate a new resource for a scorecard. Required: name or type. API summary: Create scorecard resource.
  • create_scriptChanges dataCreate a new script. Required: name. API summary: Create script.
  • create_searchChanges dataCreate a new search. Required: keyword. API summary: List matching elements.
  • create_sourceChanges dataCreate a new source. Required: api district id, api user id, kind or name. API summary: Create a Data Loader source.
  • create_source_mappingChanges dataCreate a new mapping for a source. Required: api district id, api user id or mapping. API summary: Create a Data Loader mapping version.
  • create_source_parseChanges dataCreate a new parse for a source. Required: api district id, api user id, run id, body source id or state. API summary: Queue a Data Loader parse.
  • create_source_run_nowChanges dataCreate a new run now for a source. Required: api district id, api user id, run id, body source id or state. API summary: Queue a Data Loader import.
  • create_sso_authChanges dataCreate a new sso auth. API summary: SSO Login.
  • create_stytch_migrateChanges dataCreate a new stytch migrate. API summary: Migrate a district to Stytch, roll it back (break-glass), or read its status.
  • create_subscriptionChanges dataCreate a new subscription. Required: name, target url or event. API summary: Create subscription.
  • create_table_styleChanges dataCreate a new table style. Required: name. API summary: Create table style.
  • create_tagChanges dataCreate a new tag. Required: name or color. API summary: Create tag.
  • create_taskChanges dataCreate a new task. API summary: Track activity.
  • create_templateChanges dataCreate a new template. Required: name, format or scorecard list. API summary: Create template.
  • create_update_dataChanges dataCreate a new data for a update. Required: items. API summary: Update Element Data: Updates a ClearPoint element (objective, measure, initiative, milestone, actionItem, risk, or scorecard) series data.
  • create_userChanges dataCreate a new user. Required: body. Search users first to avoid duplicates. API summary: Create user.
  • create_validateChanges dataCreate a new validate. Required: rule, trigger, ip address or valid. API summary: Validate IP address.
  • create_webhookDeletesCreate a new webhook. Required: name or url. Destructive action; may require approval. API summary: Create webhook.
  • create_widgetChanges dataCreate a new widget. API summary: Create widget.
  • create_widget_styleChanges dataCreate a new widget style. API summary: Upserts widget style.
  • create_workflowChanges dataCreate a new workflow. Required: name, instructions or period id. API summary: Create workflow.
  • create_workflow_messageVisible to othersCreate a new message for a workflow. Required: name, subject or body. Has effects visible outside this system. API summary: Create workflow email.
  • create_workflow_updateChanges dataCreate a new update for a workflow. API summary: Complete Workflow Task.
  • create_workspaceChanges dataCreate a new workspace. API summary: Create Workspace.
  • delete_a_context_document_soft_deleteDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete a context document (soft delete).
  • delete_a_document_connectionDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete a document connection.
  • delete_agentDeletesPermanently delete a agent by agent id. Destructive action; may require approval. API summary: Revoke a Data Loader agent.
  • delete_alertDeletesPermanently delete a alert by alert id. Destructive action; may require approval. API summary: Delete alert.
  • delete_announcementDeletesPermanently delete a announcement by announcement id. Destructive action; may require approval. API summary: Delete announcement.
  • delete_api_keyDeletesPermanently delete a api key by api key id. Destructive action; may require approval. API summary: Delete API Key.
  • delete_app_connectionDeletesPermanently delete a app connection by app connection id. Destructive action; may require approval. API summary: Revoke a Zapier app connection.
  • delete_archiveDeletesPermanently delete a archive by archive id. Destructive action; may require approval. API summary: Delete snapshot.
  • delete_calculated_fieldDeletesPermanently delete a calculated field by calculated field id. Destructive action; may require approval. API summary: Delete calculated field.
  • delete_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Delete category.
  • delete_chartDeletesPermanently delete a chart by chart id. Destructive action; may require approval. API summary: Delete chart.
  • delete_connectionDeletesPermanently delete a connection by connection id. Destructive action; may require approval. API summary: Delete a Data Loader connection.
  • delete_conversationDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete Conversation.
  • delete_custom_chart_typeDeletesPermanently delete a custom chart type by custom chart type id. Destructive action; may require approval. API summary: Delete custom chart type.
  • delete_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval. API summary: Delete custom field.
  • delete_dashboard_layoutDeletesPermanently delete a dashboard layout by dashboard layout id. Destructive action; may require approval. API summary: Delete scorecard report.
  • delete_default_seriesDeletesPermanently delete a default series by default series id. Destructive action; may require approval. API summary: Delete default series type.
  • delete_deleteDeletesPermanently delete a delete by object id. Destructive action; may require approval. API summary: Hard delete element.
  • delete_delete_mcp_deleteDeletesPermanently delete a delete by object id. Destructive action; may require approval. API summary: Delete Element: Deletes a ClearPoint element (scorecard, category, objective, measure, measureSeries, chart, initiative, milestone, actionIt….
  • delete_districtDeletesPermanently delete a district by district id. Destructive action; may require approval. API summary: Delete District.
  • delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete attachment.
  • delete_fileDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete file.
  • delete_fiscal_yearDeletesPermanently delete a fiscal year by fiscal year id. Destructive action; may require approval. API summary: Delete fiscal year.
  • delete_folderDeletesPermanently delete a folder by folder id. Destructive action; may require approval. API summary: Delete a Data Loader watched folder.
  • delete_goalDeletesPermanently delete a goal by goal id. Destructive action; may require approval. API summary: Delete goal.
  • delete_goal_key_resultDeletesPermanently delete a key result by key result id. Destructive action; may require approval. API summary: Delete Key Result (Alt).
  • delete_grid_layoutDeletesPermanently delete a grid layout by grid layout id. Destructive action; may require approval. API summary: Delete summary report.
  • delete_groupDeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Delete group.
  • delete_imageDeletesPermanently delete a image by image id. Destructive action; may require approval. API summary: Delete image.
  • delete_initiativeDeletesPermanently delete a initiative by initiative id. Destructive action; may require approval. API summary: Delete initiative.
  • delete_initiative_measure_seriesDeletesPermanently delete a measure series by measure series id. Destructive action; may require approval. API summary: Delete initiative series.
  • delete_initiative_milestoneDeletesPermanently delete a milestone by milestone id. Destructive action; may require approval. API summary: Delete milestone.
  • delete_integration_connectionDeletesPermanently delete a integration connection by integration connection id. Destructive action; may require approval. API summary: Disconnect an integration connection.
  • delete_kb_sync_documentDeletesPermanently delete a document by context document id. Destructive action; may require approval. API summary: Soft-delete a synced document.
  • delete_key_resultDeletesPermanently delete a key result by key result id. Destructive action; may require approval. API summary: Delete key result.
  • delete_management_reportDeletesPermanently delete a management report by report id. Destructive action; may require approval. API summary: Delete a generated management report and its file.
  • delete_mapDeletesPermanently delete a map by map id. Destructive action; may require approval. API summary: Delete map.
  • delete_measureDeletesPermanently delete a measure by measure id. Destructive action; may require approval. API summary: Delete measure.
  • delete_measure_measure_seriesDeletesPermanently delete a measure series by measure series id. Destructive action; may require approval. API summary: Delete measure series (Alt).
  • delete_measure_seriesDeletesPermanently delete a measure series by measure series id. Destructive action; may require approval. API summary: Delete measure series.
  • delete_memoryDeletesPermanently delete a memory by profile memory id. Destructive action; may require approval. API summary: Delete profile memory.
  • delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete comment.
  • delete_milestoneDeletesPermanently delete a milestone by milestone id. Destructive action; may require approval. API summary: Delete milestone.
  • delete_milestone_measure_seriesDeletesPermanently delete a measure series by measure series id. Destructive action; may require approval. API summary: Delete milestone series.
  • delete_notificationDeletesPermanently delete a notification by notification id. Destructive action; may require approval. API summary: Delete notification.
  • delete_number_formatDeletesPermanently delete a number format by number format id. Destructive action; may require approval. API summary: Delete number format.
  • delete_objectiveDeletesPermanently delete a objective by objective id. Destructive action; may require approval. API summary: Delete objective.
  • delete_okr_updateDeletesPermanently delete a okr update by update id. Destructive action; may require approval. API summary: Delete OKR update.
  • delete_one_on_oneDeletesPermanently delete a one on one by one on one id. Destructive action; may require approval. API summary: Delete 1:1.
  • delete_one_on_one_topicDeletesPermanently delete a topic by topic id. Destructive action; may require approval. API summary: Delete a 1:1 topic.
  • delete_pageDeletesPermanently delete a page by page id. Destructive action; may require approval. API summary: Delete export.
  • delete_periodDeletesPermanently delete a period by period id. Destructive action; may require approval. API summary: Delete period.
  • delete_period_groupDeletesPermanently delete a period group by period group id. Destructive action; may require approval. API summary: Delete reporting frequency.
  • delete_playbookDeletesPermanently delete a playbook by playbook key. Destructive action; may require approval. API summary: Delete playbook by key.
  • delete_pod_styleDeletesPermanently delete a pod style by pod style id. Destructive action; may require approval. API summary: Delete pod style.
  • delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete action item.
  • delete_product_measure_seriesDeletesPermanently delete a measure series by measure series id. Destructive action; may require approval. API summary: Delete action item series.
  • delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete a parse job.
  • delete_pulse_checkDeletesPermanently delete a pulse check by pulse check id. Destructive action; may require approval. API summary: Delete pulse check.
  • delete_reminderDeletesPermanently delete a reminder by reminder id. Destructive action; may require approval. API summary: Delete reminder.
  • delete_reportDeletesPermanently delete a report by report id. Destructive action; may require approval. API summary: Delete report.
  • delete_report_styleDeletesPermanently delete a report style by report style id. Destructive action; may require approval. API summary: Delete report style.
  • delete_riskDeletesPermanently delete a risk by risk id. Destructive action; may require approval. API summary: Delete risk.
  • delete_risk_measure_seriesDeletesPermanently delete a measure series by measure series id. Destructive action; may require approval. API summary: Delete risk series.
  • delete_scheduleDeletesPermanently delete a schedule by schedule id. Destructive action; may require approval. API summary: Delete a Data Loader schedule.
  • delete_schedule_delete_scheduleDeletesPermanently delete a schedule by schedule id. Destructive action; may require approval. API summary: Delete schedule.
  • delete_schedulesMoves moneyPermanently delete a schedule. Financial or irreversible action; may require approval. API summary: Delete schedule.
  • delete_scorecardDeletesPermanently delete a scorecard by scorecard id. Destructive action; may require approval. API summary: Delete scorecard.
  • delete_scorecard_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Delete category (Alt).
  • delete_scorecard_diagramDeletesPermanently delete a diagram by diagram id. Destructive action; may require approval. API summary: Delete diagram.
  • delete_scorecard_resourceDeletesPermanently delete a resource by resource id. Destructive action; may require approval. API summary: Delete resource.
  • delete_scriptDeletesPermanently delete a script by script id. Destructive action; may require approval. API summary: Delete script.
  • delete_sourceDeletesPermanently delete a source by source id. Destructive action; may require approval. API summary: Delete a Data Loader source.
  • delete_statusDeletesPermanently delete a status by status id. Destructive action; may require approval. API summary: Delete status.
  • delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Delete subscription.
  • delete_subscriptionsMoves moneyPermanently delete a subscription. Financial or irreversible action; may require approval. API summary: Delete subscription.
  • delete_table_styleDeletesPermanently delete a table style by table style id. Destructive action; may require approval. API summary: Delete table style.
  • delete_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Delete tag.
  • delete_templateDeletesPermanently delete a template by template id. Destructive action; may require approval. API summary: Delete template.
  • delete_threadDeletesPermanently delete a thread by thread id. Destructive action; may require approval. API summary: Delete Thread.
  • delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete user.
  • delete_viewDeletesPermanently delete a view by view id. Destructive action; may require approval. API summary: Delete view.
  • delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval. API summary: Delete webhook.
  • delete_widgetDeletesPermanently delete a widget by widget id. Destructive action; may require approval. API summary: Delete widget.
  • delete_workflowDeletesPermanently delete a workflow by workflow id. Destructive action; may require approval. API summary: Delete workflow.
  • delete_workflow_emailDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete workflow email.
  • delete_workflow_messageDeletesPermanently delete a message by workflow email id. Destructive action; may require approval. API summary: Delete workflow email (Alt).
  • delete_workspaceDeletesPermanently delete a workspace by workspace id. Destructive action; may require approval. API summary: Delete Workspace.
  • enter_measure_dataChanges dataEnter measure values: a list of items with series ID, period ID and value (and optional status).
  • export_account_transfersMoves moneyExport account transfers. Financial or irreversible action; may require approval. API summary: Queue a ClearPoint Portable Archive export of one scorecard, several, or the whole account.
  • export_exportsChanges dataExport exports. API summary: ClearPoint Document Export.
  • export_okfsChanges dataExport okfs. API summary: Queue a full OKF-Strategy bundle as an async job. Returns 201 with a jobId; poll GET /jobs/{jobId} for status and a presigned downloadUrl (z….
  • export_pagesChanges dataExport pages. API summary: Add or delete exported page.
  • get_2fa_codesList users for a user. API summary: Get 2FA codes.
  • get_a_completed_data_loader_preview_artifactGet one run by run id. API summary: Get a completed Data Loader preview artifact.
  • get_action_itemGet one action item by ID.
  • get_agentGet one agent by agent id. API summary: Get a Data Loader agent.
  • get_alertGet one alert by alert id. API summary: Get alert.
  • get_announcementGet one announcement by announcement id. API summary: Get announcement.
  • get_api_keyGet one api key by api key id. API summary: Get API Key.
  • get_approvalGet one approval by approval id. API summary: Get approval.
  • get_archiveGet one archive by archive id. API summary: Get snapshot.
  • get_assetGet one asset by chat id. API summary: Get assets.
  • get_calculated_fieldGet one calculated field by calculated field id. API summary: Get calculated field.
  • get_categoryGet one category by category id. API summary: Get category.
  • get_chartGet one chart by chart id. API summary: Get chart.
  • get_chart_typeGet one chart type by chart type id. API summary: Get chart type.
  • get_connectionGet one connection by connection id. API summary: Get a Data Loader connection.
  • get_conversationGet one message by message id. API summary: Get conversation.
  • get_custom_chart_typeGet one custom chart type by custom chart type id. API summary: Get custom chart type.
  • get_custom_fieldGet one custom field by custom field id. API summary: Get custom field.
  • get_dashboard_layoutGet one dashboard layout by dashboard layout id. API summary: Get scorecard report.
  • get_default_seriesGet one default series by default series id. API summary: Get default series.
  • get_documentGet one document by document id. API summary: Get attachment.
  • get_document_connection_detailGet one document by document id. API summary: Get document connection detail.
  • get_document_detail_query_content_or_download_fileGet one document by document id. API summary: Get document detail, query content, or download file.
  • get_element_period_fieldsGet all field values of an element (objective, measure, initiative, etc.) for one reporting period, such as status and analysis.
  • get_externalGet one external by external object id. API summary: List linked elements.
  • get_fetchGet one fetch by object id. API summary: Fetch: Fetch a single element and its field values. Provide the {object} and the {objectId} for the element in the path.
  • get_fetch_scorecardGet one fetch scorecard by scorecard id. API summary: Fetch: Fetch all the elements in a scorecard along with its field values. Provide the {scorecardId} in the path.
  • get_fetch_scorecard_statusGet the current status of a fetch scorecard by scorecard id. API summary: Fetch: Fetch all the elements in a scorecard along with its field values.
  • get_fetch_statusGet the current status of a fetch by object id. API summary: Fetch Status: Fetch a single element's status and its field values. Provide the {object} and the {objectId} for the element in the path.
  • get_fieldGet one field by object. API summary: Get fields.
  • get_field_historyGet one field by field id. API summary: Get field history.
  • get_fileGet one document by document id. API summary: Get file.
  • get_fiscal_yearGet one fiscal year by fiscal year id. API summary: Get fiscal year.
  • get_folderGet one folder by folder id. API summary: Get a Data Loader watched folder.
  • get_goalGet one goal by goal id. API summary: Get goal.
  • get_goal_key_resultGet one key result for a goal by key result id. API summary: Get key result (Alt).
  • get_grid_layoutGet one grid layout by grid layout id. API summary: Get summary report.
  • get_groupGet one group by group id. API summary: Get group.
  • get_importGet one import by import id. API summary: Import data.
  • get_initiativeGet one initiative by ID.
  • get_initiative_milestoneGet one milestone for a initiative by milestone id. API summary: Get milestone (Alt).
  • get_initiative_statusGet the current status of a initiative by initiative id. API summary: Get initiative status.
  • get_integration_connectionGet one integration connection by integration connection id. API summary: Get integration connection detail.
  • get_key_resultGet one key result by key result id. API summary: Get key result.
  • get_layout_reportGet one report for a layout by layout id. API summary: Get layout elements.
  • get_linked_goalGet one linked goal by object id. API summary: Get goals linked to an element.
  • get_listGet one list by object. API summary: List: List elements, optionally filtering by initiative ID (for milestones), scorecard ID (for categories, objectives, measures, measureSeri….
  • get_list_statusGet the current status of a list by scorecard id. API summary: List: List element status for a specified period. To list all elements in a scorecard, use scorecard as the object in the path.
  • get_locale_languageGet one message by message id. API summary: Get locale language.
  • get_log_fileGet one document by document id. API summary: Get log file.
  • get_mapGet one map by map id. API summary: Get map.
  • get_mcp_pageGet one mcp. API summary: Fetch Page: Fetch the text content of a webpage given its URL.
  • get_measureGet one measure by ID.
  • get_measure_dataGet the data values of a measure's series across periods.
  • get_measure_measure_seriesGet one measure series for a measure by measure series id. API summary: Get measure series (Alt).
  • get_measure_seriesGet one measure series by measure series id. API summary: Get measure series.
  • get_measure_statusGet the current status of a measure by measure id. API summary: Get measure status.
  • get_memoryGet one memory by profile memory id. API summary: Get profile memory.
  • get_messageGet one message by message id. API summary: Get comment.
  • get_milestoneGet one milestone by milestone id. API summary: Get milestone.
  • get_milestone_statusGet the current status of a milestone by milestone id. API summary: Get milestone status.
  • get_milestone_status_altGet the current status of a milestone by milestone id. API summary: Get milestone status (Alt).
  • get_my_profileGet the profile of the user the API key acts as.
  • get_notificationGet one notification by notification id. API summary: Get notification.
  • get_number_formatGet one number format by number format id. API summary: Get number format.
  • get_objectiveGet one objective by ID.
  • get_objective_statusGet the current status of a objective by objective id. API summary: Get objective status.
  • get_okr_updateGet one okr update by update id. API summary: Get OKR update.
  • get_one_on_oneGet one one on one by one on one id. API summary: Get 1:1 with embedded topics.
  • get_pageGet one page by page id. API summary: Get page export.
  • get_peer_groupGet one peer group by peer group id. API summary: Get peer group members.
  • get_peer_group_measureGet one measure for a peer group by measure id. API summary: Get peer measure.
  • get_peer_measure_dataList measure grids for a measure. API summary: Get peer measure data.
  • get_peer_measure_previewGet one measure for a peer group by measure id. API summary: Get peer measure preview.
  • get_peer_measure_seriesList measure series for a measure. API summary: Get peer measure series.
  • get_periodGet one period by period id. API summary: Get period.
  • get_period_groupGet one period group by period group id. API summary: Get reporting frequency.
  • get_playbookGet one playbook by playbook key. API summary: Get playbook.
  • get_pod_styleGet one pod style by pod style id. API summary: Get pod style.
  • get_product_statusGet the current status of a product by action item id. API summary: Get action item status.
  • get_projectGet one project by project id. API summary: Get a job (status, progress, output). When the artifact is ready, a presigned downloadUrl is included.
  • get_project_get_parse_jobGet one project by project id. API summary: Get a parse job (full record incl. outputs, steering, summary, metadata, + presigned document/manifest URLs).
  • get_provisionGet one provision by district id. API summary: Get Account.
  • get_pulse_checkGet one pulse check by pulse check id. API summary: Get pulse check.
  • get_reminderGet one reminder by reminder id. API summary: Get / send reminder.
  • get_reportGet one report by report id. API summary: Get report.
  • get_report_styleGet one report style by report style id. API summary: Get report style.
  • get_riskGet one risk by ID.
  • get_risk_statusGet the current status of a risk by risk id. API summary: Get risk status.
  • get_runGet one run by run id. API summary: Get a Data Loader run.
  • get_run_statusChanges dataGet the current status of a run by run id. API summary: Persist a terminal Data Loader pipeline callback.
  • get_scheduleGet one schedule by schedule id. API summary: Get a Data Loader schedule.
  • get_schedule_get_scheduleGet one schedule by schedule id. API summary: Get schedule.
  • get_scorecardGet one scorecard by ID.
  • get_scorecard_categoryGet one category for a scorecard by category id. API summary: Get category (Alt).
  • get_scorecard_diagramGet one diagram for a scorecard by diagram id. API summary: Get diagram.
  • get_scorecard_measure_dataGet one measure data for a scorecard by object. API summary: Get scorecard measure data.
  • get_scorecard_measure_seriesGet one measure series for a scorecard by object. API summary: Get scorecard measure data.
  • get_scorecard_resourceGet one resource for a scorecard by resource id. API summary: Get resource.
  • get_scorecard_statusGet the current status of a scorecard by scorecard id. API summary: Get scorecard status.
  • get_scriptGet one script by script id. API summary: Get script.
  • get_series_data_typeGet one series data type by series data type id. API summary: Get series data type.
  • get_sourceGet one source by source id. API summary: Get a Data Loader source.
  • get_statusGet one status by status id. API summary: Get status.
  • get_table_styleGet one table style by table style id. API summary: Get table style.
  • get_tagGet one tag by tag id. API summary: Get tag.
  • get_task_statusChanges dataGet the current status of a task by task id. API summary: Agent-reported task state (running|succeeded|failed) mapped to the server run lifecycle.
  • get_templateGet one template by template id. API summary: Get template.
  • get_threadGet one thread by thread id. API summary: Get Thread.
  • get_userGet one user by user id. API summary: Get user.
  • get_viewGet one view by object. API summary: List views.
  • get_view_get_viewGet one view by view id. API summary: Get view.
  • get_webhookGet one webhook by webhook id. Results are paginated. API summary: Get webhook.
  • get_widgetGet one widget by widget id. API summary: Get widget.
  • get_workflowGet one workflow by workflow id. API summary: Get workflow.
  • get_workflow_emailGet one message by message id. API summary: Get workflow email.
  • get_workflow_messageGet one message for a workflow by workflow email id. API summary: Get workflow email (Alt).
  • get_workflow_statusGet the current status of a workflow by workflow id. API summary: Get workflow status.
  • get_workspaceGet one workspace by workspace id. API summary: Get Workspace.
  • list_account_auditsList account audits. Optional filters: period id, scorecard id, object, include completed, include hidden completed or include change facts. API summary: Return deterministic account audit insight facts for a reporting period.
  • list_action_itemsList action items, paginated and optionally filtered by last edit.
  • list_agentsList agents. Optional filters: api district id or api user id. API summary: List Data Loader agents.
  • list_aggregatesList aggregates. Optional filters: lookback days. API summary: Aggregate log entry counts by week, user, and object type.
  • list_ai_briefingsList ai briefings. Optional filters: cache key. API summary: Get the cached AI landing-page briefing for a cacheKey.
  • list_alertsList alerts. Optional filters: refresh counts, recents or presign. Results are paginated.
  • list_announcementsList announcements. Optional filters: active only or show deleted.
  • list_api_keysList api keys.
  • list_app_connectionsList app connections. API summary: List Zapier app connections for the current user.
  • list_approvalsList approvals. API summary: List My Approvals.
  • list_archivesList archives. API summary: List snapshots.
  • list_briefingsList briefings. Optional filters: persona, activity limit or signal limit. API summary: Return deterministic briefing insight facts for the current user.
  • list_calculated_fieldsList calculated fields.
  • list_categoriesList categories. API summary: List playbook categories.
  • list_category_linksList links for a category. API summary: List category links.
  • list_chart_jsonsList chart jsons. API summary: List chart JSON formats.
  • list_chart_typesList chart types.
  • list_columnsList columns. API summary: Get report columns.
  • list_commentsList comments on an element by element type and ID.
  • list_configsList configs. API summary: Config snapshot for this agent — data sources, watched folders, mapping profiles (metadata only, never secrets).
  • list_connectionsList connections. Optional filters: api district id or api user id. API summary: List Data Loader connections.
  • list_conversationsList messages. API summary: List conversations.
  • list_credentialsList credentials. API summary: Credential envelopes pending delivery to this agent (sealed boxes; deleted on ack).
  • list_currenciesList currencies.
  • list_custom_chart_typesList custom chart types.
  • list_custom_fieldsList custom fields.
  • list_dashboard_layout_elementsList elements for a dashboard layout. Optional filters: period id. API summary: Get scorecard report elements.
  • list_dashboard_layoutsList dashboard layouts. Optional filters: scorecard id. API summary: List scorecard reports.
  • list_default_field_labelsList default field labels.
  • list_default_seriesList default series.
  • list_detail_layoutsList detail layouts. Optional filters: object or object id. API summary: Get detail layout.
  • list_digestsList digests. Optional filters: debug. API summary: Get count of queued digest messages.
  • list_district_expertisesList district expertises. API summary: List enabled expertise categories with assigned user IDs.
  • list_districtsList districts.
  • list_document_connectionsList documents. Optional filters: scope. API summary: List document connections.
  • list_documentsList documents. Optional filters: scope or index status. Results are paginated. API summary: List context documents.
  • list_embedsList embeds. API summary: List embedded charts.
  • list_entitlementsList entitlements. API summary: Get account entitlements.
  • list_expertise_categories_with_assigned_users_and_licensedusercoList users. API summary: List expertise categories with assigned users and licensedUserCount.
  • list_favoritesList favorites. Optional filters: object, object id or layout id. API summary: Check favorite.
  • list_fetch_dataList data for a fetch. API summary: Fetch Series Data: Fetch a single element's series data. Provide the {object} and the {objectId} for the element in the path.
  • list_fetch_linksList links for a fetch. API summary: Fetch Links: Fetch the IDs of all elements linked to an element. Provide the {object} and the {objectId} for the element in the path.
  • list_fieldsList fields. Optional filters: object, object id or scorecard id.
  • list_filesSearch documents by user id, search or presign. Use this to find existing documents before creating a new document. Results are paginated. API summary: List files.
  • list_fiscal_yearsList fiscal years.
  • list_foldersList folders. Optional filters: api district id or api user id. API summary: List Data Loader watched folders.
  • list_goal_custom_fieldsList custom fields for a goal. Optional filters: period id. API summary: Get goal custom fields.
  • list_goal_key_resultsList key results for a goal.
  • list_goal_linksList links for a goal. API summary: Get goal links.
  • list_goalsList goals. Optional filters: order, last edited or last edited by. Results are paginated.
  • list_grid_columnsList grid columns. Optional filters: scorecard id or object. API summary: Get summary report columns.
  • list_grid_layout_elementsList elements for a grid layout. Optional filters: period id, row count, composed, start or end. Results are paginated. API summary: Get summary report elements.
  • list_grid_layoutsList grid layouts. Optional filters: object or scorecard id. API summary: List summary reports.
  • list_groupsList groups.
  • list_initiative_chartsList charts for a initiative.
  • list_initiative_custom_fieldsList custom fields for a initiative. Optional filters: period id. API summary: Get initiative custom fields.
  • list_initiative_fieldsList fields for a initiative. Optional filters: period id. API summary: Get initiative fields.
  • list_initiative_gantt_dataList gantt data for a initiative. API summary: Get initiative Gantt.
  • list_initiative_linksList links for a initiative. API summary: Get initiative links.
  • list_initiative_measure_dataList measure data for a initiative. API summary: Get initiative data.
  • list_initiative_measure_seriesList measure series for a initiative. API summary: Get initiative series.
  • list_initiative_reference_seriesList reference series for a initiative. API summary: Get initiative reference series.
  • list_initiative_resourcesList resources for a initiative. API summary: Get initiative resource assignments.
  • list_initiative_series_dataList series data for a initiative. Optional filters: period list. API summary: Get series data with period data for specified periods.
  • list_initiativesList initiatives, paginated and optionally filtered by last edit.
  • list_integration_connectionsList integration connections. Optional filters: toolkit, scope, status or all.
  • list_kb_sync_documentsList documents for a kb sync. API summary: List synced documents for a connection.
  • list_labelsList labels.
  • list_localesList messages. API summary: List locales.
  • list_log_entriesList documents. Optional filters: presign. API summary: List log entries.
  • list_master_periodsList master periods.
  • list_measure_chartsList charts for a measure.
  • list_measure_custom_fieldsList custom fields for a measure. Optional filters: period id. API summary: Get measure custom fields.
  • list_measure_fieldsList fields for a measure. Optional filters: period id. API summary: Get measure fields.
  • list_measure_linksList links for a measure. API summary: Get measure links.
  • list_measure_measure_gridsList measure grids for a measure. API summary: Get grid measure data.
  • list_measure_periodsList periods for a measure. API summary: Get measure periods.
  • list_measure_reference_seriesList reference series for a measure. API summary: Get measure reference series.
  • list_measure_seriesList the series of a measure. Use this to get series IDs for entering data.
  • list_measure_series_dataList series data for a measure. Optional filters: period list. API summary: Get series data with period data for specified periods.
  • list_measure_series_mapsList maps for a measure series. API summary: Get series calculation map.
  • list_measuresList measures (KPIs), paginated and optionally filtered by last edit.
  • list_meeting_prepsList meeting preps. Optional filters: event id. API summary: Get the cached AI meeting prep brief for a calendar event.
  • list_memoriesList memories. API summary: List profile memories.
  • list_mentionsList mentions. API summary: Get My Mentions.
  • list_menusList menus.
  • list_milestone_chartsList charts for a milestone.
  • list_milestone_custom_fieldsList custom fields for a milestone. Optional filters: period id. API summary: Get milestone custom fields.
  • list_milestone_fieldsList fields for a milestone. Optional filters: period id. API summary: Get milestone fields.
  • list_milestone_linksList links for a milestone. API summary: Get milestone links.
  • list_milestone_measure_dataList measure data for a milestone. API summary: Get milestone data.
  • list_milestone_measure_seriesList measure series for a milestone. API summary: Get milestone series.
  • list_milestone_reference_seriesList reference series for a milestone. API summary: Get milestone reference series.
  • list_milestone_resourcesList resources for a milestone. API summary: Get milestone resource assignments.
  • list_milestone_series_dataList series data for a milestone. Optional filters: period list. API summary: Get series data with period data for specified periods.
  • list_milestonesList the milestones of an initiative.
  • list_milestones_2List milestones. API summary: List all milestones.
  • list_next_runsList next runs. API summary: Get next schedules.
  • list_notificationsList notifications. Optional filters: object, object id, user id or period id. Results are paginated.
  • list_number_formatsList number formats.
  • list_objective_chartsList charts for a objective.
  • list_objective_custom_fieldsList custom fields for a objective. Optional filters: period id. API summary: Get objective custom fields.
  • list_objective_evaluationsList evaluations for a objective. API summary: Get objective evaluations.
  • list_objective_fieldsList fields for a objective. Optional filters: period id. API summary: Get objective fields.
  • list_objective_linksList links for a objective. API summary: Get objective links.
  • list_objective_reference_seriesList reference series for a objective. API summary: Get objective reference series.
  • list_objectivesList objectives, paginated and optionally filtered by last edit.
  • list_okfsList okfs. Optional filters: scorecard id, object, object id or period id. API summary: Emit an OKF-Strategy bundle for the district (open format). Optional filters: scorecardId, object, objectId, periodId (valid-time selector).
  • list_okr_updatesList okr updates. Optional filters: goal id, key result id, employee id, since or until.
  • list_one_on_onesList one on ones. Optional filters: employee id, manager id, status, since or until. API summary: List 1:1s the requesting user participates in.
  • list_optionsList options. Optional filters: sparse. API summary: Get account options.
  • list_pagesList pages. Optional filters: thread id or presign. Results are paginated. API summary: List AI-generated artifacts.
  • list_peer_group_measuresList measures for a peer group. API summary: List peer group measures.
  • list_peer_groupsList peer groups.
  • list_period_groupsList period groups. Optional filters: export. Results are paginated. API summary: List reporting frequencies.
  • list_periodsList reporting periods. Use this to get a period ID for period-specific data.
  • list_playbooksList playbooks. API summary: List playbooks. Use ?package=true to get the exported playbook package.
  • list_pod_stylesList pod styles.
  • list_podsList pods. API summary: List detail page pods.
  • list_product_chartsList charts for a product.
  • list_product_custom_fieldsList custom fields for a product. Optional filters: period id. API summary: Get action item custom fields.
  • list_product_fieldsList fields for a product. Optional filters: period id. API summary: Get actionItem fields.
  • list_product_linksList links for a product. API summary: Get action item links.
  • list_product_measure_dataList measure data for a product. API summary: Get action item data.
  • list_product_measure_seriesList measure series for a product. API summary: Get action item series.
  • list_product_reference_seriesList reference series for a product. API summary: Get action item reference series.
  • list_product_series_dataList series data for a product. Optional filters: period list. API summary: Get series data with period data for specified periods.
  • list_project_manifestsList manifests for a project. Optional filters: refresh, scorecard id, object or object id. API summary: Get the lookup manifest cached on a parse job (this run's resolution context).
  • list_projectsList projects. Optional filters: status or type. API summary: List async jobs for the district (okfExport, parse, ...). Optional 'status' and 'type' filters.
  • list_projects_list_parse_jobsList projects. Optional filters: status or job type. API summary: List parsing jobs (cps-parse document-parsing runs) for the district. Optional 'status' and 'jobType' filters.
  • list_provisionsList provisions. API summary: List Accounts.
  • list_pulse_checksList pulse checks. Optional filters: employee id, from or to.
  • list_pulse_questionsList pulse questions. API summary: List pulse questions for the requesting district.
  • list_reference_seriesList reference series. Optional filters: object.
  • list_remindersList reminders. Optional filters: order, last edited or last edited by. Results are paginated.
  • list_report_stylesList report styles.
  • list_reportsList reports. Optional filters: presign.
  • list_reset_passwordsList reset passwords. API summary: Get password rules.
  • list_resource_assignmentsList assignments for a resource. API summary: List resource assignments.
  • list_risk_chartsList charts for a risk.
  • list_risk_custom_fieldsList custom fields for a risk. Optional filters: period id. API summary: Get risk custom fields.
  • list_risk_fieldsList fields for a risk. Optional filters: period id. API summary: Get risk fields.
  • list_risk_linksList links for a risk. API summary: Get risk links.
  • list_risk_measure_dataList measure data for a risk. API summary: Get risk data.
  • list_risk_measure_seriesList measure series for a risk. API summary: Get risk series.
  • list_risk_reference_seriesList reference series for a risk. API summary: Get risk reference series.
  • list_risk_series_dataList series data for a risk. Optional filters: period list. API summary: Get series data with period data for specified periods.
  • list_risksList risks, paginated and optionally filtered by last edit.
  • list_run_parsesList parses for a run. Optional filters: api district id or api user id. API summary: Get a completed Data Loader parse inventory.
  • list_schedulesList schedules. Optional filters: api district id or api user id. API summary: List Data Loader schedules.
  • list_schedules_list_schedulesList schedules. Optional filters: order, last edited or last edited by. Results are paginated.
  • list_scorecard_categoriesList categories for a scorecard.
  • list_scorecard_chartsList charts for a scorecard. Optional filters: order, last edited or last edited by. Results are paginated. API summary: List scorecard charts.
  • list_scorecard_custom_fieldsList custom fields for a scorecard. API summary: List scorecard custom fields.
  • list_scorecard_diagramsList diagrams for a scorecard.
  • list_scorecard_fieldsList fields for a scorecard. Optional filters: period id. API summary: Get scorecard fields.
  • list_scorecard_initiativesList initiatives for a scorecard. Optional filters: period id, order, last edited, last edited by, include calculated or object ids. Results are paginated. API summary: List scorecard initiatives.
  • list_scorecard_languagesList languages for a scorecard. API summary: Get scorecard language.
  • list_scorecard_linksList links for a scorecard. Optional filters: object or period id. API summary: List scorecard element links.
  • list_scorecard_mapsList maps for a scorecard. Optional filters: order, last edited or last edited by. Results are paginated. API summary: List scorecard maps.
  • list_scorecard_measure_seriesList measure series for a scorecard. API summary: List scorecard series.
  • list_scorecard_measuresList measures for a scorecard. Optional filters: period id, order, last edited, last edited by, include calculated or object ids. Results are paginated. API summary: List scorecard measures.
  • list_scorecard_menusList menus for a scorecard. API summary: Get scorecard menu.
  • list_scorecard_milestonesList milestones for a scorecard. Optional filters: period id, order, last edited, last edited by, include calculated or object ids. Results are paginated. API summary: List scorecard milestones.
  • list_scorecard_objectivesList objectives for a scorecard. Optional filters: period id, order, last edited, last edited by, include calculated or object ids. Results are paginated. API summary: List scorecard objectives.
  • list_scorecard_productsList products for a scorecard. Optional filters: period id, order, last edited, last edited by, include calculated or object ids. Results are paginated. API summary: List scorecard action items.
  • list_scorecard_resourcesList resources for a scorecard. Optional filters: order, last edited or last edited by. Results are paginated. API summary: List scorecard resources.
  • list_scorecard_risksList risks for a scorecard. Optional filters: period id, order, last edited, last edited by, include calculated or object ids. Results are paginated. API summary: List scorecard risks.
  • list_scorecardsList scorecards, optionally for a user or reporting period.
  • list_scriptsList scripts.
  • list_series_data_typesList series data types.
  • list_source_mappingsList mappings for a source. Optional filters: api district id, api user id or version. API summary: List Data Loader mapping versions.
  • list_source_runsList runs for a source. Optional filters: api district id or api user id. Results are paginated. API summary: List Data Loader runs for a source.
  • list_sourcesList sources. Optional filters: api district id or api user id. API summary: List Data Loader sources.
  • list_strategic_healthsList strategic healths. Optional filters: period id, scorecard limit, element limit or signal limit. API summary: Return deterministic strategic health facts for a reporting period.
  • list_subscriptionsList subscriptions.
  • list_table_stylesList table styles.
  • list_tag_elementsList elements for a tag. API summary: List tagged elements.
  • list_tagsList tags.
  • list_templatesList templates. Optional filters: scorecard id. API summary: List scorecard reports.
  • list_templates_list_templatesList templates. Optional filters: recent, all, run or period id.
  • list_thread_metadataList metadata for a thread. API summary: Get Thread Metadata.
  • list_threadsList threads.
  • list_timezonesList timezones. API summary: Get user timezone.
  • list_timezones_list_timezonesList timezones.
  • list_user_my_favoritesList my favorites for a user. Optional filters: period id. API summary: Get My Favorites.
  • list_user_my_scorecardsList my scorecards for a user. Optional filters: period id. API summary: Get My Scorecard.
  • list_user_my_updatesList my updates for a user. API summary: Get My Updates.
  • list_user_recentsList recents for a user. API summary: Get My Edits.
  • list_usersList users, optionally filtered by `email`.
  • list_users_2List users. API summary: List archived accounts.
  • list_webhooksList webhooks.
  • list_widget_stylesList widget styles. API summary: Get widget styles.
  • list_widgetsList widgets.
  • list_workflow_messagesList messages for a workflow. API summary: List workflow emails.
  • list_workflowsList workflows.
  • list_workspacesList workspaces.
  • search_documentsSearch documents by object, object id, search or presign. Use this to find existing documents before creating a new document. Results are paginated. API summary: List attachments.
  • search_documents_searchSearch documents by query, scope or top k. Use this to find existing documents before creating a new document. API summary: Semantic search across knowledge base documents.
  • search_filter_fieldsSearch filter fields by scorecard id or object. Use this to find existing filter fields before creating a new filter field. API summary: List filter fields.
  • search_grid_layout_filtersSearch filters for a grid layout. Use this to find existing filters before creating a new filter. API summary: Get matching elements.
  • search_imagesSearch images by search or presign. Use this to find existing images before creating a new image. Results are paginated. API summary: List images.
  • search_management_reportsSearch management reports by filter user id, report type, search or presign. Use this to find existing management reports before creating a new management report. Results are paginated. API summary: List generated management reports.
  • search_mcpsSearch mcps by query, object, scorecard id or row limit. Use this to find existing mcps before creating a new mcp. API summary: Find: Find elements by name using a lexical search strategy, optionally filtering by object type or scorecard ID.
  • search_mcps_querySearch mcps by question, query, model or fast. Use this to find existing mcps before creating a new mcp. API summary: Research: Takes a natural language question and uses structured tool calls to research and answer it.
  • search_mcps_searchSearch mcps by query, object, scorecard id, period id, row limit or rerank. Use this to find existing mcps before creating a new mcp. API summary: Search: Search account content using a semantic search strategy, optionally filtering by object type, scorecard ID, or period ID.
  • search_onlinesSearch onlines by query. Use this to find existing onlines before creating a new online. API summary: Online Search: Search the web for information and get back an answer plus supporting documents.
  • search_pagesSearch pages by filter user id, search or presign. Use this to find existing pages before creating a new page. Results are paginated. API summary: List exported pages.
  • search_retrievesSearch retrieves by query or rerank. Use this to find existing retrieves before creating a new retrieve. API summary: Search: Search account content using a semantic search strategy, optionally filtering by object type, scorecard ID, or period ID.
  • send_messageVisible to othersSend a message (message id). Has effects visible outside this system. API summary: Sends a workflow email.
  • send_message_sendVisible to othersSend a message. Has effects visible outside this system. API summary: Send a plain HTML email (cps-next AI reply delivery).
  • send_message_send_workflow_email_altVisible to othersSend a message (workflow email id). Has effects visible outside this system. API summary: Sends a workflow email (Alt).
  • send_reminderVisible to othersSend a reminder (workflow id). Has effects visible outside this system. API summary: Send workflow reminder.
  • submit_documentVisible to othersComplete a document (upload id). Has effects visible outside this system. API summary: Mark an upload complete after the presigned PUT succeeds.
  • submit_kb_syncVisible to othersComplete a kb sync (document connection id). Has effects visible outside this system. API summary: Complete a sync run for a document connection.
  • submit_okfVisible to othersValidate a okf. Has effects visible outside this system. API summary: Validate a presented OKF-Strategy bundle: return the plan (per-concept create/update/edit/review/reject + per-reference resolutions).
  • submit_runVisible to othersPreview a run (run id). Has effects visible outside this system. API summary: Queue a Data Loader preview.
  • submit_sourceVisible to othersPreview a source (source id). Has effects visible outside this system. API summary: Queue a Data Loader preview.
  • update_action_itemChanges dataUpdate an action item's name, owner, dates or completion by ID (`name` and `scorecard_id` required).
  • update_action_item_statusChanges dataGet the current status of a product by action item id. API summary: Update action item status.
  • update_addChanges dataUpdate an existing add identified by object. API summary: Add Element: Creates a new ClearPoint element (objective, measure, initiative, milestone, actionItem, risk, or scorecard).
  • update_agentChanges dataUpdate an existing agent identified by agent id. API summary: Edit a Data Loader agent.
  • update_alertChanges dataUpdate an existing alert identified by alert id. API summary: Edit alert.
  • update_announcementChanges dataUpdate an existing announcement identified by announcement id. API summary: Edit announcement.
  • update_api_keyChanges dataUpdate an existing api key identified by api key id. API summary: Edit API Key.
  • update_approvalChanges dataUpdate an existing approval identified by approval id. API summary: Edit approval.
  • update_archiveChanges dataUpdate an existing archive identified by archive id. API summary: Edit snapshot.
  • update_assetChanges dataUpdate an existing asset identified by chat id. API summary: Create or update assets.
  • update_bulkVisible to othersUpdate an existing bulk identified by action. Has effects visible outside this system. API summary: Run Bulk Opeeration.
  • update_calculated_fieldChanges dataUpdate an existing calculated field identified by calculated field id. API summary: Edit calculated field.
  • update_categoriesVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: Save all playbook categories.
  • update_categoryChanges dataUpdate an existing category identified by category id. API summary: Edit category.
  • update_chartChanges dataUpdate an existing chart identified by chart id. API summary: Edit chart.
  • update_connectionChanges dataUpdate an existing connection identified by connection id. API summary: Update a Data Loader connection.
  • update_custom_chart_typeChanges dataUpdate an existing custom chart type identified by custom chart type id. API summary: Edit custom chart type.
  • update_custom_fieldChanges dataUpdate an existing custom field identified by custom field id. API summary: Edit custom field.
  • update_dashboard_layoutChanges dataUpdate an existing dashboard layout identified by dashboard layout id. API summary: Edit scorecard report.
  • update_default_seriesChanges dataUpdate an existing default series identified by default series id. API summary: Edit default series.
  • update_detail_layoutsVisible to othersUpdate an existing detail layout. Has effects visible outside this system. API summary: Get print detail layout.
  • update_documentChanges dataUpdate an existing document identified by document id. API summary: Edit attachment.
  • update_document_create_search_resultsChanges dataUpdate an existing document identified by document id. API summary: Query a document's content via POST.
  • update_editChanges dataUpdate an existing edit identified by object id. API summary: Edit Element: Edits a ClearPoint element (objective, measure, initiative, milestone, actionItem, risk, or scorecard).
  • update_exportChanges dataUpdate an existing export identified by target. API summary: Exports data.
  • update_filtersVisible to othersUpdate an existing filter. Has effects visible outside this system. API summary: Filter elements.
  • update_fiscal_yearChanges dataUpdate an existing fiscal year identified by fiscal year id. API summary: Edit fiscal year.
  • update_folderChanges dataUpdate an existing folder identified by folder id. API summary: Update a Data Loader watched folder.
  • update_goalChanges dataUpdate an existing goal identified by goal id. API summary: Edit goal.
  • update_goal_key_resultChanges dataUpdate an existing key result identified by key result id. API summary: Edit Key Result (Alt).
  • update_grid_layoutChanges dataUpdate an existing grid layout identified by grid layout id. API summary: Edit summary report.
  • update_groupChanges dataUpdate an existing group identified by group id. API summary: Edit group.
  • update_initiativeChanges dataUpdate an initiative's name, owner, dates, tags or completion by ID (`name` and `scorecard_id` required).
  • update_initiative_measure_seriesChanges dataUpdate an existing measure series identified by measure series id. API summary: Edit intiative series.
  • update_initiative_milestoneChanges dataUpdate an existing milestone identified by milestone id. API summary: Edit milestone.
  • update_initiative_statusChanges dataGet the current status of a initiative by initiative id. API summary: Update initiative status.
  • update_integration_connectionChanges dataUpdate an existing integration connection identified by integration connection id. API summary: Update an integration connection.
  • update_kb_sync_documentChanges dataUpdate an existing document identified by context document id. API summary: Update a synced document's content or source metadata.
  • update_key_resultChanges dataUpdate an existing key result identified by key result id. API summary: Edit key result.
  • update_mapChanges dataUpdate an existing map identified by map id. API summary: Edit map.
  • update_measureChanges dataUpdate an existing measure identified by measure id. API summary: Edit measure.
  • update_measure_measure_seriesChanges dataUpdate an existing measure series identified by measure series id. API summary: Edit measure series (Alt).
  • update_measure_seriesChanges dataUpdate an existing measure series identified by measure series id. API summary: Edit measure series.
  • update_measure_statusChanges dataGet the current status of a measure by measure id. API summary: Update measure status.
  • update_memoryChanges dataUpdate an existing memory identified by profile memory id. API summary: Edit profile memory.
  • update_mentionChanges dataUpdate an existing mention identified by mention id. API summary: Toggle mention status.
  • update_menuChanges dataUpdate an existing menu identified by menu id. API summary: Edit menu.
  • update_messageChanges dataUpdate an existing message identified by message id. API summary: Edit comment.
  • update_message_edit_conversationChanges dataUpdate an existing message identified by message id. API summary: Edit Conversation.
  • update_message_edit_workflow_emailVisible to othersUpdate an existing message identified by message id. Has effects visible outside this system. API summary: Edit workflow email.
  • update_milestoneChanges dataUpdate a milestone's name, owner, dates or completion by ID (`name` and `scorecard_id` required).
  • update_milestone_measure_seriesChanges dataUpdate an existing measure series identified by measure series id. API summary: Edit milestone series.
  • update_milestone_statusChanges dataGet the current status of a milestone by milestone id. API summary: Update milestone status.
  • update_milestone_status_altChanges dataGet the current status of a milestone by milestone id. API summary: Update milestone status (Alt).
  • update_notificationChanges dataUpdate an existing notification identified by notification id. API summary: Edit notification.
  • update_number_formatChanges dataUpdate an existing number format identified by number format id. API summary: Edit number format.
  • update_objectiveChanges dataUpdate an objective's name, owner, dates, tags or completion by ID (`name` and `scorecard_id` required).
  • update_objective_statusChanges dataGet the current status of a objective by objective id. API summary: Update objective status.
  • update_one_on_oneChanges dataUpdate an existing one on one identified by one on one id. API summary: Edit 1:1.
  • update_one_on_one_topicChanges dataUpdate an existing topic identified by topic id. API summary: Edit a 1:1 topic.
  • update_pageChanges dataUpdate an existing page identified by page export id. API summary: Upload a completed AI-generated artifact.
  • update_page_edit_page_exportChanges dataUpdate an existing page identified by page id. API summary: Edit page export.
  • update_peer_group_measureChanges dataUpdate an existing measure identified by measure id. API summary: Add peer measure.
  • update_periodChanges dataUpdate an existing period identified by period id. API summary: Edit period.
  • update_period_fieldsChanges dataSave period updates or edits: a list of items with element type, element ID, period ID, scorecard ID and the `fields` to set (e.g. analysis, recommendations).
  • update_period_groupChanges dataUpdate an existing period group identified by period group id. API summary: Edit reporting frequency.
  • update_playbookChanges dataUpdate an existing playbook identified by playbook key. API summary: Edit playbook by key.
  • update_pod_styleChanges dataUpdate an existing pod style identified by pod style id. API summary: Edit pod style.
  • update_product_measure_seriesChanges dataUpdate an existing measure series identified by measure series id. API summary: Edit action item series.
  • update_projectChanges dataUpdate an existing project identified by project id. API summary: Edit a parse job (advance status, attach outputs/steering/summary/metadata).
  • update_provisionChanges dataUpdate an existing provision identified by district id. API summary: Updates ClearPoint provisioning console account.
  • update_pulse_questionsVisible to othersUpdate an existing pulse question. Has effects visible outside this system. API summary: Bulk replace the pulse-question set for the requesting district.
  • update_reminderChanges dataUpdate an existing reminder identified by reminder id. API summary: Edit reminder.
  • update_reportChanges dataUpdate an existing report identified by report id. API summary: Edit report.
  • update_report_styleChanges dataUpdate an existing report style identified by report style id. API summary: Edit report style.
  • update_riskChanges dataUpdate an existing risk identified by risk id. API summary: Edit risk.
  • update_risk_measure_seriesChanges dataUpdate an existing measure series identified by measure series id. API summary: Edit risk series.
  • update_risk_statusChanges dataGet the current status of a risk by risk id. API summary: Update risk status.
  • update_scheduleChanges dataUpdate an existing schedule identified by schedule id. API summary: Update a Data Loader schedule.
  • update_schedule_complete_scheduleChanges dataUpdate an existing schedule identified by schedule id. API summary: Create schedule.
  • update_scorecardChanges dataUpdate an existing scorecard identified by scorecard id. API summary: Edit scorecard.
  • update_scorecard_categoryChanges dataUpdate an existing category identified by category id. API summary: Edit category (Alt).
  • update_scorecard_diagramChanges dataUpdate an existing diagram identified by diagram id. API summary: Edit diagram.
  • update_scorecard_resourceChanges dataUpdate an existing resource identified by resource id. API summary: Edit resource.
  • update_scorecard_statusChanges dataGet the current status of a scorecard by scorecard id. API summary: Update scorecard status.
  • update_scriptChanges dataUpdate an existing script identified by script id. API summary: Edit script.
  • update_sourceChanges dataUpdate an existing source identified by source id. API summary: Update a Data Loader source.
  • update_statusChanges dataUpdate an existing status identified by status id. API summary: Edit status.
  • update_table_styleChanges dataUpdate an existing table style identified by table style id. API summary: Edit table style.
  • update_tagChanges dataUpdate an existing tag identified by tag id. API summary: Edit tag.
  • update_templateChanges dataUpdate an existing template identified by template id. API summary: Edit template.
  • update_threadChanges dataUpdate an existing thread identified by thread id. API summary: Update Thread.
  • update_thread_metadataVisible to othersUpdate an existing metadata identified by thread id. Has effects visible outside this system. API summary: Update Thread Metadata.
  • update_updateChanges dataUpdate an existing update identified by object id. API summary: Update Element: Updates a ClearPoint element (objective, measure, initiative, milestone, actionItem, risk, or scorecard) for a specific repo….
  • update_userChanges dataUpdate an existing user identified by user id. API summary: Edit user.
  • update_usersVisible to othersUpdate an existing user. Has effects visible outside this system. API summary: Replace assigned users for an expertise category.
  • update_viewChanges dataUpdate an existing view identified by object. API summary: Create view.
  • update_webhookDeletesUpdate an existing webhook identified by webhook id. Destructive action; may require approval. API summary: Edit webhook.
  • update_widgetChanges dataUpdate an existing widget identified by widget id. API summary: Edit widget.
  • update_workflowChanges dataUpdate an existing workflow identified by workflow id. API summary: Edit workflow.
  • update_workflow_messageVisible to othersUpdate an existing message identified by workflow email id. Has effects visible outside this system. API summary: Edit workflow email (Alt).
  • update_workspaceChanges dataUpdate an existing workspace identified by workspace id. API summary: Edit Workspace.
  • upload_a_document_for_ai_context_parsingChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: Upload a document for AI context parsing.
  • upload_documentChanges dataUpload a document. API summary: Upload file.
  • upload_document_upload_parse_job_documentChanges dataUpload a document (parse job id). API summary: Upload the source document for a parse job and store it in S3 (key recorded on the job).
  • upload_imageChanges dataUpload a image. API summary: Upload image.
  • upload_importChanges dataUpload a import. API summary: Import data.
  • upload_legacy_importChanges dataUpload a legacy import. API summary: Import a legacy Data Loader sidecar mapping file as a draft source — credentials are rejected, never stored.
  • upload_viewChanges dataUpload a view (view id). API summary: Import / export view.

Set up in three steps

  1. 1

    Pick the app

    Create a free HeyMyApps account and choose ClearPoint Strategy from the app list.

  2. 2

    Paste your key

    Paste a ClearPoint access key and secret key. API keys need a ClearPoint Enterprise plan. In ClearPoint go to Control Panel > System Settings > System setup > Integrations (Enterprise Features) > API Keys, click the plus icon, name the key, set an expiry and save. The key acts as its mapped user.

  3. 3

    Add the link to your AI

    You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:

    1. Click your name, then Settings › Connectors › Add custom connector.
    2. Paste your link as the Remote MCP server URL.
    3. Switch it on from the + menu in a chat.

Questions

What can the AI do in ClearPoint Strategy?

The AI can read scorecards, objectives, measures with their series and data, initiatives, milestones, action items, risks, periods, comments and users. It can create objectives, initiatives and action items, update them and milestones, enter measure data, save period updates and post comments.

Does the AI see my ClearPoint Strategy API keys?

No. Your ClearPoint Strategy access key and secret key are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Entering measure data and saving period updates change what your reports show, and both can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own ClearPoint Strategy account.

Which ClearPoint plan do I need?

API keys are an Enterprise feature in ClearPoint, so you need a ClearPoint Enterprise plan to create them. Each key acts as the user it is mapped to, so pick that user with care.

Related integrations

Let your AI work in ClearPoint Strategy today.

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HeyMyApps is not affiliated with ClearPoint Strategy. Product names are trademarks of their owners.