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Chatboards

Tools for chatboards attached to Productivity Management objects — reading and posting messages, filters, statuses, and access.

This page covers 14 tools, all of them available on request rather than in the default tool list, and 1 destructive.

How to read this page
  • Status — In the default tool list means the tool is one of the ~200 Aprimo advertises to every agent out of the box, so the agent discovers and calls it on its own. Available on request means the tool is registered and fully callable, but sits outside that default list — call it by name, or ask Aprimo to extend the list your tenant is served.
  • Both statuses work identically when called. Status affects discovery, not capability or authorization.
  • Visibility is not authorization. Every tool call executes as the authenticated user, and any tool can return an authorization error if that user lacks rights to the record, task, or file. See the MCP Tool Permission Map.
  • Destructive tools are labelled as such. They delete or irreversibly overwrite data, and will not act unless the call sets both confirmed and confirmedDestructive to true.
  • Activity and Project labels vary by tenant. Where this page says Activity or Project, your tenant's own configured terminology is substituted at runtime.
Why isn't every tool in the default list?

Aprimo's MCP Server exposes far more tools than most MCP clients handle well — many degrade or truncate their tool list well below the full catalogue. Rather than let a client truncate arbitrarily, Aprimo advertises a curated set of roughly 200 tools covering the tasks customers most commonly automate. Everything outside that set remains fully supported and callable by name; it simply isn't offered up front. If your integration leans on a tool that is available on request, talk to your Aprimo Customer Success Manager about extending the advertised list for your tenant.

Tools at a Glance

ToolStatusWhat it does
create_chatboard_for_objectOn requestCreates a chatboard for the specified object in Aprimo Marketing Operations.
create_chatboard_messageOn requestCreates a chatboard message in Aprimo Marketing Operations and returns the persisted message.
delete_chatboardOn requestDestructive. Permanently deletes a chatboard by its integer ID in Aprimo Marketing Operations.
get_chatboardOn requestReturns a single chatboard by its integer ID in Aprimo Marketing Operations, including its hypermedia action links (messages, parent, delete, read-all).
get_chatboard_by_objectOn requestReturns the chatboard for the given id and object, in Aprimo Marketing Operations.
get_chatboard_from_objectOn requestReturns the chatboard associated with the given parent object in Aprimo Marketing Operations.
get_chatboard_legacy_linksOn requestReturns the legacy links associated with the given chatboard object, by its integer ID, in Aprimo Marketing Operations.
get_project_chat_accessOn requestDetermines whether the current user has chat access to a project in Aprimo Marketing Operations.
list_chatboard_filtersOn requestLists the filters available for chatboards in Aprimo Marketing Operations.
list_chatboard_messagesOn requestReturns a chatboard's messages, by the chatboard's integer ID, in Aprimo Marketing Operations.
list_chatboard_statusesOn requestReturns chatboard statuses for the given object type, by its integer ID, in Aprimo Marketing Operations.
read_all_chatboard_messagesOn requestMarks all messages in the specified chatboard as read for the current user, in Aprimo Marketing Operations.
read_all_inbox_messagesOn requestMarks all messages as read for the current user, across all of their chatboards, in Aprimo Marketing Operations.
read_chatboard_messageOn requestMarks the specified message as read for the current user in Aprimo Marketing Operations.

create_chatboard_for_object

Available on request

Creates a chatboard for the specified object in Aprimo Marketing Operations. Requires confirmed=true after showing the user the exact object being chat-enabled. Returns the created chatboard.

Parameters:

ParameterTypeRequiredDescription
objectTypeIdstringYesThe parent object's integer type ID.
objectIdstringYesThe parent object's integer ID.
confirmedbooleanNoMust be true to proceed. Omit (or false) to get a confirmation gate error, then call again with confirmed=true after the user has explicitly approved creating the chatboard.

Returns:

FieldTypeDescription
idstring (optional)
namestring (optional)
rawobject (optional)The complete wire object, verbatim, for full fidelity beyond the defensively-extracted fields above.

create_chatboard_message

Available on request

Creates a chatboard message in Aprimo Marketing Operations and returns the persisted message. Requires confirmed=true after showing the user the exact payload.

Parameters:

ParameterTypeRequiredDescription
bodystringYesJSON object with the new message's data (PM wire names), including the target chatboard's id.
confirmedbooleanNoMust be true to proceed. Omit (or false) to get a confirmation gate error, then call again with confirmed=true after the user has explicitly approved the payload.

Returns:

FieldTypeDescription
idstring (optional)
textstring (optional)The message body/text, when present under any of the common wire names.
rawobject (optional)The complete wire object, verbatim, for full fidelity beyond the defensively-extracted fields above.

delete_chatboard

Available on request · Destructive

Permanently deletes a chatboard by its integer ID in Aprimo Marketing Operations. This cannot be undone. Requires both confirmed=true and confirmedDestructive=true, after explicitly confirming the exact chatboard with the user.

Parameters:

ParameterTypeRequiredDescription
chatboardIdstringYesThe chatboard's integer ID to delete.
confirmedbooleanNoMust be true to proceed. Omit (or false) to get a confirmation gate error.
confirmedDestructivebooleanNoMust also be true (in addition to confirmed) — deleting a chatboard is permanent and cannot be undone. Set only after stating the exact chatboard to the user and getting explicit go-ahead.

Returns:

FieldTypeDescription
chatboardIdinteger
deletedboolean
Destructive operation

This tool deletes or irreversibly overwrites data in the live tenant; the change cannot be rolled back through the API. It will not act unless the call sets both confirmed and confirmedDestructive to true.


get_chatboard

Available on request

Returns a single chatboard by its integer ID in Aprimo Marketing Operations, including its hypermedia action links (messages, parent, delete, read-all). Not a lookup by object (get_chatboard_by_object or get_chatboard_from_object) or its legacy links (get_chatboard_legacy_links).

Parameters:

ParameterTypeRequiredDescription
chatboardIdstringYesThe chatboard's integer ID.

Returns:

FieldTypeDescription
idstring (optional)
namestring (optional)
rawobject (optional)The complete wire object, verbatim, for full fidelity beyond the defensively-extracted fields above.

get_chatboard_by_object

Available on request

Returns the chatboard for the given id and object, in Aprimo Marketing Operations. Important: per PM's own documented behavior, passing chatboardId=0 can auto-create a new chatboard for the object (server-controlled, not observable or suppressible from here) -- when chatboardId=0, confirmed=true is required after telling the user a chatboard may be created. Any non-zero chatboardId is a pure read, no confirmation needed.

Parameters:

ParameterTypeRequiredDescription
chatboardIdstringYesThe chatboard's integer ID, or 0 to look up/possibly auto-create one for the object below.
objectTypeIdstringYesThe parent object's integer type ID.
objectIdstringYesThe parent object's integer ID.
confirmedbooleanNoRequired (must be true) only when chatboardId=0, since that path can auto-create a chatboard. Ignored for any non-zero chatboardId.

Returns:

FieldTypeDescription
idstring (optional)
namestring (optional)
rawobject (optional)The complete wire object, verbatim, for full fidelity beyond the defensively-extracted fields above.

get_chatboard_from_object

Available on request

Returns the chatboard associated with the given parent object in Aprimo Marketing Operations.

Parameters:

ParameterTypeRequiredDescription
objectIdstringYesThe parent object's integer ID.
objectTypeIdstringYesThe parent object's integer type ID.

Returns:

FieldTypeDescription
idstring (optional)
namestring (optional)
rawobject (optional)The complete wire object, verbatim, for full fidelity beyond the defensively-extracted fields above.

Available on request

Returns the legacy links associated with the given chatboard object, by its integer ID, in Aprimo Marketing Operations.

Response format: the response carries a pre-rendered markdown block intended to be displayed verbatim.

Parameters:

ParameterTypeRequiredDescription
idstringYesThe object's integer ID.

Returns:

FieldTypeDescription
countinteger (optional)
rawobject (optional)

get_project_chat_access

Available on request

Determines whether the current user has chat access to a project in Aprimo Marketing Operations.

Parameters:

ParameterTypeRequiredDescription
projectIdstringYesThe project's integer ID.

Returns:

FieldTypeDescription
projectIdinteger
hasAccessboolean

list_chatboard_filters

Available on request

Lists the filters available for chatboards in Aprimo Marketing Operations.

Response format: the response carries a pre-rendered markdown block intended to be displayed verbatim.

Parameters: none.

Returns:

FieldTypeDescription
countinteger (optional)
rawobject (optional)

list_chatboard_messages

Available on request

Returns a chatboard's messages, by the chatboard's integer ID, in Aprimo Marketing Operations.

Response format: the response carries a pre-rendered markdown block intended to be displayed verbatim.

Parameters:

ParameterTypeRequiredDescription
chatboardIdstringYesThe chatboard's integer ID.

Returns:

FieldTypeDescription
countinteger (optional)
rawobject (optional)

list_chatboard_statuses

Available on request

Returns chatboard statuses for the given object type, by its integer ID, in Aprimo Marketing Operations.

Response format: the response carries a pre-rendered markdown block intended to be displayed verbatim.

Parameters:

ParameterTypeRequiredDescription
objectTypeIdstringYesThe object type's integer ID.

Returns:

FieldTypeDescription
countinteger (optional)
rawobject (optional)

read_all_chatboard_messages

Available on request

Marks all messages in the specified chatboard as read for the current user, in Aprimo Marketing Operations. Requires confirmed=true after confirming the exact chatboard with the user.

Parameters:

ParameterTypeRequiredDescription
chatboardIdstringYesThe chatboard's integer ID.
confirmedbooleanNoMust be true to proceed. Omit (or false) to get a confirmation gate error, then call again with confirmed=true after the user has explicitly approved marking all messages read.

Returns:

FieldTypeDescription
chatboardIdinteger (optional)
messageIdinteger (optional)
actionstring (optional)The action performed: "read", "read-all-messages", or "read-all-inbox-messages".
succeededboolean
rawobject (optional)The complete wire response, verbatim, since the real response shape is unverified.

read_all_inbox_messages

Available on request

Marks all messages as read for the current user, across all of their chatboards, in Aprimo Marketing Operations. Requires confirmed=true after confirming this affects every chatboard the user is in, not just one.

Parameters:

ParameterTypeRequiredDescription
confirmedbooleanNoMust be true to proceed. Omit (or false) to get a confirmation gate error, then call again with confirmed=true after the user has explicitly approved marking all inbox messages read.

Returns:

FieldTypeDescription
chatboardIdinteger (optional)
messageIdinteger (optional)
actionstring (optional)The action performed: "read", "read-all-messages", or "read-all-inbox-messages".
succeededboolean
rawobject (optional)The complete wire response, verbatim, since the real response shape is unverified.

read_chatboard_message

Available on request

Marks the specified message as read for the current user in Aprimo Marketing Operations. Requires confirmed=true after confirming the exact message with the user.

Parameters:

ParameterTypeRequiredDescription
messageIdstringYesThe message's integer ID to mark as read.
confirmedbooleanNoMust be true to proceed. Omit (or false) to get a confirmation gate error, then call again with confirmed=true after the user has explicitly approved marking the message read.

Returns:

FieldTypeDescription
chatboardIdinteger (optional)
messageIdinteger (optional)
actionstring (optional)The action performed: "read", "read-all-messages", or "read-all-inbox-messages".
succeededboolean
rawobject (optional)The complete wire response, verbatim, since the real response shape is unverified.