> ## Documentation Index > Fetch the complete documentation index at: https://ekso.dev/llms.txt > Use this file to discover all available pages before exploring further. # Board > MCP tools for querying and managing boards, budgets, cycle items, and portfolio-level insights. ## get\_board\_cycle Get boards with their budgets, budget change history, and associated cycles. | Property | | | ------------- | --- | | **Read-only** | Yes | ### Parameters | Parameter | Type | Required | Default | Description | | ---------- | ---- | -------- | ------- | ------------------------------------------------- | | `openOnly` | bool | No | `true` | When true, only returns open (non-closed) cycles. | ### Returns A list of `BoardDto` objects, each containing: * `boardId`, `boardName` — board identity * `url` — direct link to the board in the Ekso web app * `budgetHours` — total budget in hours * `budgetChanges` — history of budget adjustments with reason, user, date, and delta * `cycles` — list of cycles with ID, name, dates, budget, and closed status *** ## get\_board\_reason\_codes Get the list of budget reason change codes used when adjusting board budgets. | Property | | | ------------- | --- | | **Read-only** | Yes | ### Parameters None. ### Returns A list of `ConfigBudgetReason` objects with ID and name. *** ## get\_board\_cycle\_item\_list Get items within a specific cycle, with optional limit and description inclusion. | Property | | | ------------- | --- | | **Read-only** | Yes | ### Parameters | Parameter | Type | Required | Default | Description | | -------------------- | ------ | -------- | ------- | ------------------------------------------ | | `cycleId` | string | Yes | — | Cycle ID to query items from. | | `limit` | int | No | `25` | Maximum number of items to return. | | `includeDescription` | bool | No | `false` | Include item descriptions in the response. | ### Returns A list of `CycleItemDto` objects sorted by key, each containing: key, name, url, description (if requested), container, board, cycle, status, work estimate, time logged, resource type, and resource name. The `url` field links directly to each item in the Ekso web app. *** ## create\_board Create a new planning board for organizing work into cycles. | Property | | | ------------- | -- | | **Read-only** | No | ### Parameters | Parameter | Type | Required | Description | | ------------- | --------- | -------- | ---------------------------------------------------------------------------------------- | | `name` | string | Yes | Board name. | | `container` | string\[] | No | Container IDs to associate. Use [`get_containers`](/mcp-tools/container#get_containers). | | `resource` | string\[] | No | Resource (user) IDs to associate. Use [`get_user_list`](/mcp-tools/user#get_user_list). | | `budgetHours` | int | No | Initial budget in hours. Uses the first available budget reason code. | ### Returns A `BoardDto` with the created board's details. *** ## update\_board Update board settings including name, containers, resources, and budget. Only provided fields are updated. | Property | | | ------------- | -- | | **Read-only** | No | ### Parameters | Parameter | Type | Required | Description | | ---------------------- | --------- | -------- | ------------------------------------------------------------------------------------------- | | `boardId` | string | Yes | Board ID. | | `name` | string | No | New board name. | | `containerIds` | string\[] | No | Replace container associations. | | `resourceIds` | string\[] | No | Replace resource associations. | | `budgetChangeHours` | int | No | Budget change amount in hours. Requires `budgetChangeReasonId`. | | `budgetChangeReasonId` | string | No | Reason code for the budget change. Use [`get_board_reason_codes`](#get_board_reason_codes). | ### Returns A `BoardDto` with the updated board details and current cycles. *** ## delete\_board Delete a board. Requires Manage permission on the board. | Property | | | ------------- | -- | | **Read-only** | No | ### Parameters | Parameter | Type | Required | Description | | --------- | ------ | -------- | ---------------------------------------------------- | | `boardId` | string | Yes | Board ID. Use [`get_board_cycle`](#get_board_cycle). | ### Returns A confirmation message with the deleted board's name. *** ## get\_portfolio\_summary Get a portfolio-level summary across all boards the user can view. Returns aggregate health, budget, items, cycles, and financials, plus a per-board breakdown including budget consumption, status distribution, and projected/logged revenue and cost. Use this tool to answer questions about overall portfolio health, identify at-risk boards, or compare financial performance across boards. | Property | | | ------------- | --- | | **Read-only** | Yes | ### Parameters None. ### Returns A `PortfolioResult` object containing: * `aggregate` — totals across all boards: `totalBudgetHours`, `totalPlannedHours`, `totalItems`, `totalActiveCycles`, `projectedRevenue`, `loggedRevenue`, `projectedCost`, `loggedCost` * `boards` — list of per-board summaries, each with: `boardId`, `budgetHours`, `plannedHours`, `itemCount`, `activeCycleCount`, `projectedRevenue`, `loggedRevenue`, `projectedCost`, `loggedCost`, and `statusCounts` (working, blocked, open, closed) A board is considered "at risk" when `plannedHours / budgetHours >= 85%`. *** ## get\_board\_capacity Get capacity and financial data for a specific board and cycle: per-resource planned hours, capacity hours, utilization percentage, and projected cost and revenue. | Property | | | ------------- | --- | | **Read-only** | Yes | ### Parameters | Parameter | Type | Required | Description | | --------- | ------ | -------- | ---------------------------------------------------- | | `boardId` | string | Yes | Board ID. Use [`get_board_cycle`](#get_board_cycle). | | `cycleId` | string | Yes | Cycle ID. Use [`get_board_cycle`](#get_board_cycle). | ### Returns A `CapacityResult` object containing: * `boardBudgetHours`, `cycleBudgetHours`, `cyclePlannedHours` — budget context * `resources` — per-resource breakdown with `userName`, `totalCapacityHours`, `plannedHours`, `availableHours`, `utilizationPercent`, `plannedCost`, `plannedRevenue` * `aggregate` — totals: `totalCapacityHours`, `totalPlannedHours`, `totalAvailableHours`, `utilizationPercent`, `totalPlannedCost`, `totalPlannedRevenue`, `grossMarginPercent`, `totalLoggedCost`, `totalLoggedRevenue` *** ## get\_board\_resource\_utilization Get a resource-by-cycle utilization heatmap for a board. Shows each resource's planned hours, capacity hours, and utilization percentage across all open cycles. Use this to identify overloaded or underutilized resources. | Property | | | ------------- | --- | | **Read-only** | Yes | ### Parameters | Parameter | Type | Required | Description | | --------- | ------ | -------- | ---------------------------------------------------- | | `boardId` | string | Yes | Board ID. Use [`get_board_cycle`](#get_board_cycle). | ### Returns A `HeatmapResult` with a list of resources, each containing: * `userId`, `userName`, `resourceType` (User or JobRole) * `cycles` — list of cycle entries with `cycleId`, `cycleName`, `plannedHours`, `capacityHours`, `utilizationPercent` *** ## get\_board\_status\_summary Get item counts by workflow status (working, blocked, open, closed) for a specific board. | Property | | | ------------- | --- | | **Read-only** | Yes | ### Parameters | Parameter | Type | Required | Description | | --------- | ------ | -------- | ---------------------------------------------------- | | `boardId` | string | Yes | Board ID. Use [`get_board_cycle`](#get_board_cycle). | ### Returns A `BoardStatusSummary` object containing: * `boardId` — the board identifier * `itemCount` — total items on the board * `statusCounts` — breakdown by workflow status: `working`, `blocked`, `open`, `closed`