Pega DX

You can interact with Pega Infinity via natural language through the Pega DX MCP Server. This experimental MCP server converts conversational requests into Pega DX actions, enabling GenAI agents, IDEs, and other MCP-enabled tools to create cases, manage assignments, attach documents, and perform data operations in a conversational flow.

How to use

You load the Pega DX MCP Server into your MCP client to enable a conversational bridge to Pega Infinity. Once configured, you can issue natural language commands like creating cases, managing assignments, attaching files, or querying data views. Your MCP client will handle the dialogue, translate your requests into actions, and display the resulting case metadata, statuses, and next steps.

How to install

Prerequisites: Ensure you have Node.js 22 or newer and npm installed on your machine.

Install the MCP server package globally so you can load it into MCP clients.

# Install from npm (recommended)
npm install -g @marco-looy/pega-dx-mcp

Configure your MCP client to load the Pega DX MCP Server. Use the following example configuration in your MCP client file to point at the MCP tool and provide your Pega Infinity credentials.

{
  "mcpServers": {
    "pega-dx-mcp": {
      "command": "npx",
      "args": ["-y", "@marco-looy/pega-dx-mcp"],
      "env": {
        "PEGA_BASE_URL": "https://your-pega-instance.com",
        "PEGA_CLIENT_ID": "your-client-id",
        "PEGA_CLIENT_SECRET": "your-client-secret"
      }
    }
  }
}

Restart your MCP client after adding the server, then verify that the Pega DX MCP tools are available and responsive in your command palette or tool list.

Security and configuration

The server uses OAuth 2.1 with PKCE for secure authentication and supports role-based access control patterns to safeguard operations against unauthorized access.

Configuration focuses on the Pega instance URL and OAuth credentials. Set the following environment variables in your MCP client configuration to connect to Pega Infinity.

PEGA_BASE_URL=https://your-pega-instance.com
PEGA_CLIENT_ID=your-oauth-client-id
PEGA_CLIENT_SECRET=your-oauth-client-secret

Notes and troubleshooting

This project is experimental and may change or deprecate features at any time. Do not use it for production functionality. If you encounter connectivity or authentication issues, double-check your OAuth credentials and the base URL for your Pega instance. Restart your MCP client after any credential changes.

Available tools

get_assignment

Get detailed assignment information

get_assignment_action

Get assignment action details and UI metadata

get_next_assignment

Get next work assignment for user

jump_to_step

Navigate to specific step in assignment flow

navigate_assignment_previous

Navigate to previous step in assignment

perform_assignment_action

Execute assignment actions

recalculate_assignment_fields

Recalculate assignment form fields

refresh_assignment_action

Refresh assignment action form data

save_assignment_action

Save assignment form data without executing

add_case_attachments

Attach files/URLs to cases

delete_attachment

Remove attachments from cases

get_attachment

Retrieve attachment content

get_attachment_categories

List available attachment categories

get_case_attachments

List all case attachments

update_attachment

Update attachment metadata

upload_attachment

Upload files as temporary attachments

create_case

Create new cases with content

delete_case

Delete cases in create stage

get_case

Retrieve detailed case information

get_case_action

Get case action details and metadata

get_case_ancestors

Get case ancestor hierarchy

get_case_descendants

Get case descendant hierarchy

get_case_stages

List case stages and processes

get_case_view

Get specific case view details

get_case_view_calculated_fields

Calculate case view fields

perform_bulk_action

Execute bulk case operations

perform_case_action

Execute case-wide actions

recalculate_case_action_fields

Recalculate case action fields

refresh_case_action

Refresh case action form data

release_case_lock

Release pessimistic case locks

get_case_type_action

Get case type action metadata

get_case_type_bulk_action

Get bulk action metadata for case types

get_case_types

List available case types

delete_data_record

Delete data records from savable data pages

get_data_objects

List available data objects

get_data_view_count

Get data view result counts

get_data_view_metadata

Get data view metadata and parameters

get_list_data_view

Query list data views with filtering

update_data_record_full

Fully update data records

update_data_record_partial

Partially update data records

get_document

Retrieve document content as base64

remove_case_document

Remove documents linked to cases

add_case_followers

Add users as case followers

delete_case_follower

Remove case followers

get_case_followers

List case followers

create_case_participant

Add participants to cases

delete_participant

Remove case participants

get_case_participants

List all case participants

get_participant

Get specific participant details

get_participant_role_details

Get participant role information

get_participant_roles

List available participant roles

update_participant

Update participant information

delete_related_case

Remove case relationships

get_related_cases

List related cases

relate_cases

Create case relationships

ping_pega_service

Test OAuth2 connectivity to Pega Infinity

add_case_tags

Add tags to cases

delete_case_tag

Remove specific case tags

get_case_tags

List case tags