Skip to content

Workspace settings through an agent

An agent with MCP access shows the estimation settings of your workspace and changes them: the rate, the points scale, the default currency. Before saving it shows a "before and after" preview, and it writes only after you confirm. How to issue a token and connect an agent is described in MCP: connect an agent. Every call counts toward the MCP limit: 100 calls per month per workspace.

StepToolToken
Read the settingsget_workspace_settingsAny, "Read only" is enough
Change the settingsupdate_workspace_settingsRead and draft estimates

Ask, for example: "Show the workspace settings and the estimates of the Studio website project". The agent answers with:

  • the default currency of the workspace;
  • the values set explicitly in the workspace (overrides): an empty value means the Dead Point standard applies;
  • the effective values for new estimates (effective): effort unit, points scale, hourly rate or team cost per month;
  • the points scale of each team.

If you name a project, the answer also lists its estimates: name, status, currency, effort unit, scale and the rate or team cost of each estimate. Amounts arrive as strings, for example "3500". The agent does not receive contacts, payment details or workspace members.

You need a token with write access. Ask, for example: "Set the rate to 3500 per hour and the Fibonacci scale". The agent can change:

FieldWhat it sets
hour_rateHourly rate for new estimates in hours
team_cost_per_monthTeam cost per month
buffer_percentBuffer, %
rounding_scaleDecimal places in amounts, a number from 0 to 6
estimate_typePoints scale of every team: not_in_use, linear, fibonacci, exponential or t_shirt
default_currency_codeDefault currency, a three-letter code such as USD
work_hours_per_dayWorking hours per day
work_daysWorking weekdays as numbers
cycle_daysCycle length in days

The rate, team cost and buffer are passed as a string, for example "3500". Points scales are described in Points and scales, the default currency in Currencies and rates.

Estimation tab of the workspace settings, the Defaults for new estimates block: an hourly rate of 120 and a buffer of 15 percent set through the agent

To return hour_rate, team_cost_per_month, buffer_percent or rounding_scale to the Dead Point standard, the agent passes their names in reset_fields. A different name in reset_fields or a value outside the allowed range comes back as invalid_params with a hint about which values are allowed.

The first update_workspace_settings call saves nothing. The response has:

  • applied equal to false;
  • changes listing the fields: what it was (before) and what it will be (after);
  • affected_teams showing how many teams get a new points scale.

The agent shows you the preview. If it is right, confirm: the agent repeats the call with confirm set to true, the settings are saved and applied is true. Until you confirm, nothing changes in the app.

  • If the values already match the current ones, changes is empty and there is nothing to save.
  • The idempotency key (idempotency_key) is passed only together with confirm set to true. A repeat with the same key returns the first result and saves nothing twice. A key used on a preview gives idempotency_conflict at confirmation.
  • If the MCP limit is used up, the agent gets a quota_exceeded response with the reset date.

New settings apply to new estimates. Estimates that already exist are not recalculated: drafts and published versions stay as they were.

The owner and admin change the settings. If the token was issued by a user with another role, the agent gets a forbidden refusal and the settings stay as they were. Any token of the workspace can read the settings, and the agent gets the estimates of a project only if you can view the estimates of that project.

The same rule works in the app: the owner and admins change the settings in "Workspace settings", everyone else sees the fields read-only with the hint "Only the owner and admins can change settings".

The same tab for a workspace member: a hint above the blocks says only the owner and admins can change settings, the fields and the save button are disabled
  • It does not recalculate existing estimates and does not touch published versions.
  • It does not change payment details, contacts, members or roles.
  • It does not save settings without confirm set to true.