Task Documents & Attachments

Tools for the documents and files attached to tasks and assignments — uploading and associating documents, supporting and working attachments, and the tasks a given attachment is required on.

This page covers 20 tools, 6 of them 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

Tool	Status	What it does
associate_uploaded_document_with_task	On request	Associates an uploaded document version with a task's document-upload instruction, in Aprimo Marketing Operations.
create_task_document_attachment	On request	Creates an attachment for a task document, by task ID and task-document ID, in Aprimo Marketing Operations.
create_task_document_attachment_version	On request	Creates a new version of a task document's attachment, by task ID, task-document ID, and attachment ID, in Aprimo Marketing Operations.
create_task_document_upload	On request	Creates a task document-upload requirement for a task, in Aprimo Marketing Operations.
delete_task_document_uploaded_version	On request	Destructive. Permanently deletes an uploaded task document version, by task ID, task-document ID, and version ID, in Aprimo Marketing Operations.
get_review_required_documents	On request	Returns all tasks that a given attachment is required on (paged), by the attachment's integer ID, in Aprimo Marketing Operations.
get_review_task_supporting_attachment	On request	Returns a single supporting (reference/background) attachment for a review task, by review task ID and document ID, in Aprimo Marketing Operations.
get_task_document_assets	On request	Returns the asset documents (supporting + working, grouped by task type) for a task, in Aprimo Marketing Operations -- same response shape as get_task_documents.
get_task_document_attachments	On request	Returns the attachment documents (supporting + working, grouped by task type) for a task, in Aprimo Marketing Operations -- same response shape as get_task_documents.
get_task_document_upload	Default	Returns a single task document-upload requirement by task ID and task-document ID, in Aprimo Marketing Operations.
get_task_document_uploaded_version	On request	Returns detail for one uploaded task document version, by task ID, task-document ID, and version ID, in Aprimo Marketing Operations.
get_task_document_uploaded_versions	On request	Lists the uploaded versions of a task document, by task ID and task-document ID, in Aprimo Marketing Operations.
get_task_documents	On request	Returns the documents (supporting + working, grouped by task type) for a task, in Aprimo Marketing Operations.
get_task_supporting_attachment	Default	Returns a single supporting (reference/background) attachment for a (non-review) task, by task ID and document ID, in Aprimo Marketing Operations.
get_task_working_attachment	On request	Returns a single working attachment document for a task, by task ID and document ID, in Aprimo Marketing Operations.
list_review_task_supporting_attachments	Default	Lists supporting (reference/background) attachments for a review task, by the review task's integer ID, in Aprimo Marketing Operations.
list_task_document_uploads	Default	Lists the document-upload requirements for a task, in Aprimo Marketing Operations.
list_task_supporting_attachments	Default	Lists supporting (reference/background) attachments for a (non-review) task, by the task's integer ID, in Aprimo Marketing Operations.
list_task_working_attachments	Default	Lists all working attachment documents for a task, in Aprimo Marketing Operations.
update_assignment_document	On request	Updates the metadata of a required document attached to a workflow task assignment, by the task-document's integer ID, in Aprimo Marketing Operations.

---

associate_uploaded_document_with_task

Available on request

Associates an uploaded document version with a task's document-upload instruction, in Aprimo Marketing Operations. Records a project audit-trail entry. No review-task route exists for this op. PM's snapshot declares the request body as opaque -- pass the exact wire-shape JSON object PM expects (e.g. the uploaded document/version identifiers). Requires confirmed=true after showing the user the exact payload.

Parameters:

Parameter	Type	Required	Description
taskId	string	Yes	The task's integer ID.
taskDocumentId	string	Yes	The task-document's integer ID.
body	string	Yes	JSON object with the uploaded document association data (PM wire names). PM's schema declares this opaque.
confirmed	boolean	No	Must 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:

Field	Type	Description
taskDocumentId	integer (optional)
raw	object (optional)

---

create_task_document_attachment

Available on request

Creates an attachment for a task document, by task ID and task-document ID, in Aprimo Marketing Operations. No review-task route exists for this op. PM's snapshot declares the request body as opaque -- pass the exact wire-shape JSON object PM expects. Requires confirmed=true after showing the user the exact payload. Resolves modified-by/creator user names.

Parameters:

Parameter	Type	Required	Description
taskId	string	Yes	The task's integer ID.
taskDocumentId	string	Yes	The task-document's integer ID.
body	string	Yes	JSON object with the attachment data (PM wire names). PM's schema declares this opaque.
confirmed	boolean	No	Must 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:

Field	Type	Description
attachmentId	integer
title	string (optional)
description	string (optional)
objectId	integer
objectTypeId	integer
attachmentTypeId	integer (optional)
attachmentType	string (optional)
modifiedById	integer (optional)
modifiedByName	string (optional)
modifiedDate	string (optional)
creatorId	integer (optional)
creatorName	string (optional)
documentId	integer
documentName	string (optional)
documentType	string (optional)
isDocumentDamAsset	boolean (optional)
damRecordId	string (optional)
isReferenceDocument	boolean

---

create_task_document_attachment_version

Available on request

Creates a new version of a task document's attachment, by task ID, task-document ID, and attachment ID, in Aprimo Marketing Operations. No review-task route exists for this op. PM's snapshot declares the request body as opaque -- pass the exact wire-shape JSON object PM expects. Requires confirmed=true after showing the user the exact payload. Resolves modified-by/creator user names.

Parameters:

Parameter	Type	Required	Description
taskId	string	Yes	The task's integer ID.
taskDocumentId	string	Yes	The task-document's integer ID.
attachmentId	string	Yes	The attachment's integer ID.
body	string	Yes	JSON object with the attachment version data (PM wire names). PM's schema declares this opaque.
confirmed	boolean	No	Must 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:

Field	Type	Description
versionId	integer
isDefaultVersion	boolean
attachmentId	integer
filename	string (optional)
extension	string (optional)
downloadUri	string (optional)
thumbnailUri	string (optional)
modifiedById	integer (optional)
modifiedByName	string (optional)
modifiedDate	string (optional)
createdDate	string (optional)
creatorId	integer (optional)
creatorName	string (optional)
fileSize	integer (optional)
documentVersionId	integer
documentVersionName	string (optional)
attachmentTitle	string (optional)
attachmentType	string (optional)
hasAnnotations	boolean
isDamFileAvailable	boolean

---

create_task_document_upload

Available on request

Creates a task document-upload requirement for a task, in Aprimo Marketing Operations. Set isReviewTask=true to create it via the review-task route instead of the plain task route. PM's snapshot declares the request body as fully opaque -- pass the exact wire-shape JSON object PM expects. Requires confirmed=true after showing the user the exact payload.

Parameters:

Parameter	Type	Required	Description
taskId	string	Yes	The task's (or review task's) integer ID.
body	string	Yes	JSON object with the document-upload requirement data (PM wire names). PM's schema declares this opaque.
isReviewTask	boolean	No	When true, use the review-task route (/review-tasks/{taskId}/...) instead of the plain task route. Default false.
confirmed	boolean	No	Must 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:

Field	Type	Description
taskId	integer
documentId	integer (optional)
title	string (optional)
category	string (optional)
categoryId	integer (optional)
assetId	integer (optional)
attachmentId	integer (optional)
versionId	integer (optional)
fileTypeId	integer (optional)
uploadTypeId	integer (optional)
instructions	string (optional)
documentsRequiredType	integer (optional)
allowVersionId	integer (optional)
uploadLocationId	integer (optional)
facets	string (optional)
searchExpression	string (optional)
workflowDocumentId	integer (optional)
linkedTaskDocumentId	integer (optional)
assetTypeId	integer (optional)
attachmentTypeId	integer (optional)
initialVersionId	integer (optional)

---

delete_task_document_uploaded_version

Available on request · Destructive

Permanently deletes an uploaded task document version, by task ID, task-document ID, and version ID, in Aprimo Marketing Operations. This cannot be undone. Set isReviewTask=true to delete it via the review-task route instead of the plain task route. Requires both confirmed=true and confirmedDestructive=true, after explicitly confirming the exact version with the user.

Parameters:

Parameter	Type	Required	Description
taskId	string	Yes	The task's (or review task's) integer ID.
taskDocumentId	string	Yes	The task-document's integer ID.
versionId	string	Yes	The document version's integer ID to delete.
isReviewTask	boolean	No	When true, use the review-task route (/review-tasks/{taskId}/...) instead of the plain task route. Default false.
confirmed	boolean	No	Must be true to proceed. Omit (or false) to get a confirmation gate error.
confirmedDestructive	boolean	No	Must also be true (in addition to confirmed) — deleting an uploaded document version is permanent and cannot be undone. Set only after stating the exact version to the user and getting explicit go-ahead.

Returns:

Field	Type	Description
taskId	integer
taskDocumentId	integer
versionId	integer
deleted	boolean

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_review_required_documents

Available on request

Returns all tasks that a given attachment is required on (paged), by the attachment's integer ID, in Aprimo Marketing Operations. No review-task route exists for this op. PM's snapshot declares the response items fully opaque, so each entry's full record is included alongside best-effort task/document/title fields.

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

Parameters:

Parameter	Type	Required	Description
attachId	string	Yes	The attachment's integer ID.
limit	integer	No	Maximum number of results to return (1–50, default 20).
offset	integer	No	Number of results to skip for pagination (default 0).
sortField	string	No	Optional field name to sort by. Omit for default ordering.
sortAscending	boolean	No	Sort direction. true = ascending (default), false = descending.

Returns:

Field	Type	Description
totalRecords	integer
items	array of ReviewRequiredDocumentItem
items[].taskId	integer (optional)
items[].documentId	integer (optional)
items[].title	string (optional)
items[].category	string (optional)
items[].categoryId	integer (optional)
items[].assetId	integer (optional)
items[].attachmentId	integer (optional)
items[].versionId	integer (optional)
items[].fileTypeId	integer (optional)
items[].uploadTypeId	integer (optional)
items[].instructions	string (optional)
items[].documentsRequiredType	integer (optional)
items[].allowVersionId	integer (optional)
items[].raw	object (optional)	The complete wire object, verbatim. See the class remarks.

---

get_review_task_supporting_attachment

Available on request

Returns a single supporting (reference/background) attachment for a review task, by review task ID and document ID, in Aprimo Marketing Operations.

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

Parameters:

Parameter	Type	Required	Description
taskId	string	Yes	The review task's integer ID.
documentId	string	Yes	The document's integer ID.

Returns:

Field	Type	Description
id	string (optional)
title	string (optional)
raw	object (optional)

---

get_task_document_assets

Available on request

Returns the asset documents (supporting + working, grouped by task type) for a task, in Aprimo Marketing Operations -- same response shape as get_task_documents. Set isReviewTask=true to fetch them via the review-task route instead of the plain task route.

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

Parameters:

Parameter	Type	Required	Description
taskId	string	Yes	The task's (or review task's) integer ID.
isReviewTask	boolean	No	When true, use the review-task route (/review-tasks/{taskId}/...) instead of the plain task route. Default false.

Returns:

Field	Type	Description
taskTypeId	integer (optional)
supporting	array of TaskDocumentHrefItem
supporting[].href	string (optional)
supporting[].contentType	string (optional)
working	array of TaskDocumentHrefItem
working[].href	string (optional)
working[].contentType	string (optional)

---

get_task_document_attachments

Available on request

Returns the attachment documents (supporting + working, grouped by task type) for a task, in Aprimo Marketing Operations -- same response shape as get_task_documents. Set isReviewTask=true to fetch them via the review-task route instead of the plain task route.

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

Parameters:

Parameter	Type	Required	Description
taskId	string	Yes	The task's (or review task's) integer ID.
isReviewTask	boolean	No	When true, use the review-task route (/review-tasks/{taskId}/...) instead of the plain task route. Default false.

Returns:

Field	Type	Description
taskTypeId	integer (optional)
supporting	array of TaskDocumentHrefItem
supporting[].href	string (optional)
supporting[].contentType	string (optional)
working	array of TaskDocumentHrefItem
working[].href	string (optional)
working[].contentType	string (optional)

---

get_task_document_upload

In the default tool list

Returns a single task document-upload requirement by task ID and task-document ID, in Aprimo Marketing Operations. Set isReviewTask=true to fetch it via the review-task route instead of the plain task route.

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

Parameters:

Parameter	Type	Required	Description
taskId	string	Yes	The task's (or review task's) integer ID.
taskDocumentId	string	Yes	The task-document's integer ID.
isReviewTask	boolean	No	When true, use the review-task route (/review-tasks/{taskId}/...) instead of the plain task route. Default false.

Returns:

Field	Type	Description
taskId	integer
documentId	integer (optional)
title	string (optional)
category	string (optional)
categoryId	integer (optional)
assetId	integer (optional)
attachmentId	integer (optional)
versionId	integer (optional)
fileTypeId	integer (optional)
uploadTypeId	integer (optional)
instructions	string (optional)
documentsRequiredType	integer (optional)
allowVersionId	integer (optional)
uploadLocationId	integer (optional)
facets	string (optional)
searchExpression	string (optional)
workflowDocumentId	integer (optional)
linkedTaskDocumentId	integer (optional)
assetTypeId	integer (optional)
attachmentTypeId	integer (optional)
initialVersionId	integer (optional)

---

get_task_document_uploaded_version

Available on request

Returns detail for one uploaded task document version, by task ID, task-document ID, and version ID, in Aprimo Marketing Operations. Set isReviewTask=true to fetch it via the review-task route instead of the plain task route.

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

Parameters:

Parameter	Type	Required	Description
taskId	string	Yes	The task's (or review task's) integer ID.
taskDocumentId	string	Yes	The task-document's integer ID.
versionId	string	Yes	The document version's integer ID.
isReviewTask	boolean	No	When true, use the review-task route (/review-tasks/{taskId}/...) instead of the plain task route. Default false.

Returns:

Field	Type	Description
documentId	integer
versionId	integer
canUndoLatestUpload	boolean
canUndoLatestUploadForTipModifier	boolean
uploadedByCurrentUser	boolean
currentTaskVersionId	integer
isNewerVersion	boolean

---

get_task_document_uploaded_versions

Available on request

Lists the uploaded versions of a task document, by task ID and task-document ID, in Aprimo Marketing Operations. Set isReviewTask=true to list them via the review-task route instead of the plain task route.

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

Parameters:

Parameter	Type	Required	Description
taskId	string	Yes	The task's (or review task's) integer ID.
taskDocumentId	string	Yes	The task-document's integer ID.
isReviewTask	boolean	No	When true, use the review-task route (/review-tasks/{taskId}/...) instead of the plain task route. Default false.

Returns:

Field	Type	Description
totalRecords	integer
items	array of DocumentVersionProjection
items[].versionId	integer
items[].isDefaultVersion	boolean
items[].hasXfdfAnnotations	boolean
items[].isEligibleForDamContent	boolean

---

get_task_documents

Available on request

Returns the documents (supporting + working, grouped by task type) for a task, in Aprimo Marketing Operations. Set isReviewTask=true to fetch them via the review-task route instead of the plain task route.

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

Parameters:

Parameter	Type	Required	Description
taskId	string	Yes	The task's (or review task's) integer ID.
isReviewTask	boolean	No	When true, use the review-task route (/review-tasks/{taskId}/...) instead of the plain task route. Default false.

Returns:

Field	Type	Description
taskTypeId	integer (optional)
supporting	array of TaskDocumentHrefItem
supporting[].href	string (optional)
supporting[].contentType	string (optional)
working	array of TaskDocumentHrefItem
working[].href	string (optional)
working[].contentType	string (optional)

---

get_task_supporting_attachment

In the default tool list

Returns a single supporting (reference/background) attachment for a (non-review) task, by task ID and document ID, in Aprimo Marketing Operations.

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

Parameters:

Parameter	Type	Required	Description
taskId	string	Yes	The task's integer ID.
documentId	string	Yes	The document's integer ID.

Returns:

Field	Type	Description
id	string (optional)
title	string (optional)
raw	object (optional)

---

get_task_working_attachment

Available on request

Returns a single working attachment document for a task, by task ID and document ID, in Aprimo Marketing Operations. Set isReviewTask=true to fetch it via the review-task route instead of the plain task route.

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

Parameters:

Parameter	Type	Required	Description
taskId	string	Yes	The task's (or review task's) integer ID.
documentId	string	Yes	The document's integer ID.
isReviewTask	boolean	No	When true, use the review-task route (/review-tasks/{taskId}/...) instead of the plain task route. Default false.

Returns:

Field	Type	Description
taskId	integer
documentId	integer (optional)
title	string (optional)
category	string (optional)
assetId	integer (optional)
attachmentId	integer (optional)
versionId	integer (optional)
fileTypeId	integer (optional)
uploadTypeId	integer (optional)
instructions	string (optional)
documentsRequiredType	integer (optional)
allowVersionId	integer (optional)

---

list_review_task_supporting_attachments

In the default tool list

Lists supporting (reference/background) attachments for a review task, by the review task's integer ID, in Aprimo Marketing Operations.

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

Parameters:

Parameter	Type	Required	Description
taskId	string	Yes	The review task's integer ID.

Returns:

Field	Type	Description
totalRecords	integer
items	array of SupportingAttachmentProjection
items[].id	string (optional)
items[].title	string (optional)
items[].raw	object (optional)

---

list_task_document_uploads

In the default tool list

Lists the document-upload requirements for a task, in Aprimo Marketing Operations. Set isReviewTask=true to list them via the review-task route instead of the plain task route.

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

Parameters:

Parameter	Type	Required	Description
taskId	string	Yes	The task's (or review task's) integer ID.
isReviewTask	boolean	No	When true, use the review-task route (/review-tasks/{taskId}/...) instead of the plain task route. Default false.

Returns:

Field	Type	Description
totalRecords	integer
items	array of TaskDocumentUploadProjection
items[].taskId	integer
items[].documentId	integer (optional)
items[].title	string (optional)
items[].category	string (optional)
items[].categoryId	integer (optional)
items[].assetId	integer (optional)
items[].attachmentId	integer (optional)
items[].versionId	integer (optional)
items[].fileTypeId	integer (optional)
items[].uploadTypeId	integer (optional)
items[].instructions	string (optional)
items[].documentsRequiredType	integer (optional)
items[].allowVersionId	integer (optional)
items[].uploadLocationId	integer (optional)
items[].facets	string (optional)
items[].searchExpression	string (optional)
items[].workflowDocumentId	integer (optional)
items[].linkedTaskDocumentId	integer (optional)
items[].assetTypeId	integer (optional)
items[].attachmentTypeId	integer (optional)
items[].initialVersionId	integer (optional)

---

list_task_supporting_attachments

In the default tool list

Lists supporting (reference/background) attachments for a (non-review) task, by the task's integer ID, in Aprimo Marketing Operations.

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

Parameters:

Parameter	Type	Required	Description
taskId	string	Yes	The task's integer ID.

Returns:

Field	Type	Description
totalRecords	integer
items	array of SupportingAttachmentProjection
items[].id	string (optional)
items[].title	string (optional)
items[].raw	object (optional)

---

list_task_working_attachments

In the default tool list

Lists all working attachment documents for a task, in Aprimo Marketing Operations. Set isReviewTask=true to list them via the review-task route instead of the plain task route.

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

Parameters:

Parameter	Type	Required	Description
taskId	string	Yes	The task's (or review task's) integer ID.
isReviewTask	boolean	No	When true, use the review-task route (/review-tasks/{taskId}/...) instead of the plain task route. Default false.

Returns:

Field	Type	Description
totalRecords	integer
items	array of WorkingDocumentProjection
items[].taskId	integer
items[].documentId	integer (optional)
items[].title	string (optional)
items[].category	string (optional)
items[].assetId	integer (optional)
items[].attachmentId	integer (optional)
items[].versionId	integer (optional)
items[].fileTypeId	integer (optional)
items[].uploadTypeId	integer (optional)
items[].instructions	string (optional)
items[].documentsRequiredType	integer (optional)
items[].allowVersionId	integer (optional)

---

update_assignment_document

Available on request

Updates the metadata of a required document attached to a workflow task assignment, by the task-document's integer ID, in Aprimo Marketing Operations. PM's snapshot declares the request body as opaque -- pass the exact wire-shape JSON object PM expects. Requires confirmed=true after showing the user the exact payload.

Parameters:

Parameter	Type	Required	Description
taskDocId	string	Yes	The task-document's integer ID.
body	string	Yes	JSON object with the fields to change (PM wire names). PM's schema declares this opaque.
confirmed	boolean	No	Must 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 change.

Returns:

Field	Type	Description
taskDocId	string (optional)
raw	object (optional)

---

Related

• Aprimo MCP Server — configuration, connection details, and authentication
• MCP Tool Permission Map — the Aprimo permissions that make each tool visible to your agent
• REST API vs. MCP — choosing the right integration approach for your agent