--- name: project-mark description: Read and write project-mark data through One: companyprojects, companiesinvolved, opportunities, workforceteams, contacts, workforceteammembers and more, 66 actions with real parameter documentation. Use whenever the user asks to look something up in project-mark, create or update a record there, or build code against the project-mark API. license: One-Knowledge-1.0 (https://www.withone.ai/licenses/knowledge) metadata: author: one-systems attribution: Integration knowledge by One (withone.ai) platform: project-mark generated-from: one-knowledge-base --- # project-mark through One One exposes project-mark through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters. ## How to run an action 1. Find the action in the table below, or call `search_one_platform_actions` with platform `project-mark` if it is not listed. 2. Call `get_one_action_knowledge` with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters. 3. Call `execute_one_action` with parameters copied from that knowledge. Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing. ## Before you start Call `list_one_integrations` once and confirm project-mark is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP. Each connection carries an `access` field. If it reports `{"policy": "methods", "methods": ["GET"]}` the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused. ## Before a write Creates, updates, deletes and sends land on a real project-mark account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation. ## Actions ### CompanyProjects | Action | Method | Path | Action id | |---|---|---|---| | Get a Company Project by ID | GET | `/api/v2/crm/company-projects/{{id}}` | `conn_mod_def::GLnZcn4L54M::21w_vLUEQA2z87RWoMHA7g` | | Get Company Projects | GET | `/api/v2/crm/company-projects` | `conn_mod_def::GLnZdBjH8UU::N3hcGugrRA2xmAWo0Q7a_Q` | | Add Company Involved to a Company Project | POST | `/api/v2/crm/company-projects/{{companyProjectId}}/companies-involved/{{companyInvolvedId}}` | `conn_mod_def::GLnZcV-O-4w::dUf6f_6pS5WW1s70FXbCpA` | | Create Company Projects | POST | `/api/v2/crm/company-projects` | `conn_mod_def::GLnZceAAEZw::YH-HO5Z0RRaAvh62vNgoIQ` | | Delete a Company Involved from a Company Project | DELETE | `/api/v2/crm/company-projects/{{companyProjectId}}/companies-involved/{{companyInvolvedId}}` | `conn_mod_def::GLnZcfM28jo::9pVfC7AaQZ2JVzhJbIkW2g` | | Delete a Company Project | DELETE | `/api/v2/crm/company-projects/{{id}}` | `conn_mod_def::GLnZcfczZr0::QxNdcp9vSviXkkrxTQzEvA` | | Delete a Contact from a Company Project | DELETE | `/api/v2/crm/company-projects/{{companyProjectId}}/contacts/{{contactId}}` | `conn_mod_def::GLnZcmHHoM8::I46y6IpCStGEzFYNhoI38g` | | Delete a Workforce Team for a Company Project | DELETE | `/api/v2/crm/company-projects/{{id}}/workforces/{{workforceId}}` | `conn_mod_def::GLnZc1QQRAM::iRcFNIrWReqPMNRTnpeDlw` | | Update a Company Project | PUT | `/api/v2/crm/company-projects/{{id}}` | `conn_mod_def::GLnZc8l2hJc::81wHT7zpTvCrVy5KS1Z33Q` | ### CompaniesInvolved | Action | Method | Path | Action id | |---|---|---|---| | Get a Company Involved | GET | `/api/v2/crm/companies-involved/{{companyInvolvedId}}` | `conn_mod_def::GLnZcO9NQBQ::Cw520GJPQO6nc0JlwGFxEA` | | List Companies Involved | GET | `/api/v2/crm/companies-involved` | `conn_mod_def::GLnZcWVPcfA::ahpPVJdjTH2QtyfPUe_Lxg` | | Add Company Involved to an Opportunity | POST | `/api/v2/crm/opportunities/{{opportunityId}}/companies-involved/{{companyInvolvedId}}` | `conn_mod_def::GLnZd6Zs0Pk::H89WQ9iMQ96EuK5S9a8wxQ` | | Create Company Involved | POST | `/api/v2/crm/companies-involved` | `conn_mod_def::GLnZcOSPw34::H07I__1iS1CniQsS63MtNA` | | Delete a Company Involved | DELETE | `/api/v2/crm/companies-involved/{{companyInvolvedId}}` | `conn_mod_def::GLnZcMamRpA::pjCNsCZ1SLuEji89CUaOGA` | | Delete a Company Involved from an Opportunity | DELETE | `/api/v2/crm/opportunities/{{opportunityId}}/companies-involved/{{companyInvolvedId}}` | `conn_mod_def::GLnZe7CetIc::oyov0ieeQoOwIkKl7rsMrA` | | Update a Company Involved by ID | PUT | `/api/v2/crm/companies-involved/{{companyInvolvedId}}` | `conn_mod_def::GLnZcWcovDw::Q0igwFVdTeOysJaK7Tn53Q` | | Update a Company's Involvement in an Opportunity | PUT | `/api/v2/crm/opportunities/{{opportunityId}}/companies-involved/{{companyInvolvedId}}` | `conn_mod_def::GLnZfZe_pHg::c-DxbUhuRmyPbVlbAU-5ng` | ### Opportunities | Action | Method | Path | Action id | |---|---|---|---| | Get an Opportunity by ID | GET | `/api/v2/crm/opportunities/{{id}}` | `conn_mod_def::GLnZfbkmbQ4::eF1Oi4j6TW--vbMLimkAqQ` | | List Company Opportunities | GET | `/api/v2/crm/opportunities` | `conn_mod_def::GLnZfB2vB8k::53-atDAvS56NftjtmFc_wQ` | | Add a Contact to an Opportunity | POST | `/api/v2/crm/opportunities/{{opportunityId}}/contacts/{{contactId}}` | `conn_mod_def::GLnZd62kl2c::CIYTrpzESKG8zPtVin0qsg` | | Create Opportunity | POST | `/api/v2/crm/opportunities` | `conn_mod_def::GLnZe52ZgPQ::3hdMrZDvRD2pyL3jsG82Yw` | | Delete a Company Opportunity | DELETE | `/api/v2/crm/opportunities/{{id}}` | `conn_mod_def::GLnZfS3DnCQ::eXWLzEmjSEGQptJ8fikwlg` | | Delete a Workforce Team for an Opportunity | DELETE | `/api/v2/crm/opportunities/{{id}}/workforces/{{workforceId}}` | `conn_mod_def::GLnZe67TntY::MgdT4h1hSmas5FkQ_zlJZw` | | Update a Company Opportunity | PUT | `/api/v2/crm/opportunities/{{id}}` | `conn_mod_def::GLnZfjQLgBM::dpPvo-k9RmuzXlNHgR6Tww` | ### WorkforceTeams | Action | Method | Path | Action id | |---|---|---|---| | Get a Workforce Team in an Opportunity by ID | GET | `/api/v2/crm/opportunities/{{id}}/workforces/{{workforceId}}` | `conn_mod_def::GLnZfEAq7Ds::MQWba9xWT0GuvSYUW35IFg` | | Get Workforce Teams for a Company Project | GET | `/api/v2/crm/company-projects/{{id}}/workforces` | `conn_mod_def::GLnZc8hZo44::W9JUmg9FQs2xNCbnCbgWEw` | | List Workforce Teams for an Opportunity | GET | `/api/v2/crm/opportunities/{{id}}/workforces` | `conn_mod_def::GLnZfYwrgs8::BIq5IriIQ72Lxv0ny55zyw` | | Create Workforce Teams for an Opportunity | POST | `/api/v2/crm/opportunities/{{id}}/workforces` | `conn_mod_def::GLnZevXAKAA::JwmPVgZOTfCJXsbWOgyh3A` | | Update a Workforce Team for a Company Project | PUT | `/api/v2/crm/company-projects/{{id}}/workforces/{{workforceId}}` | `conn_mod_def::GLnZdlQub9k::NKzx7qEtTSKWFZRSd2kalA` | | Update a Workforce Team for an Opportunity | PUT | `/api/v2/crm/opportunities/{{id}}/workforces/{{workforceId}}` | `conn_mod_def::GLnZfZXWzyY::uoGDamjCSrGmwuwTfus1OQ` | ### Contacts | Action | Method | Path | Action id | |---|---|---|---| | Get Contact Using CRM Contacts | GET | `/api/v2/crm/contacts/{{id}}` | `conn_mod_def::GLnZdyJtP-Y::0VvfuV1OSf-QQxkX4taPDA` | | List Company Account Contacts | GET | `/api/v2/crm/contacts` | `conn_mod_def::GLnZdz6U2yg::60BaINL4Q2u8JUlJFedaoQ` | | Add a Company Involved to a Contact | PUT | `/api/v2/crm/contacts/{{id}}/company-involved/{{companyInvolvedId}}` | `conn_mod_def::GLnZdk0kNJE::cYUlMDH4TfOfds1AAbL6gg` | | Delete a Contact | DELETE | `/api/v2/crm/contacts/{{id}}` | `conn_mod_def::GLnZdyQAg38::z8QSTqomR9GO9IyI3tZpGA` | | Remove Company Involved from a Contact | DELETE | `/api/v2/crm/contacts/{{id}}/company-involved/{{companyInvolvedId}}` | `conn_mod_def::GLnZdyw70V4::zmFiG3KmSsu5klcG_TfhxA` | | Update a Contact | PUT | `/api/v2/crm/contacts/{{id}}` | `conn_mod_def::GLnZeNk5Wrs::MP6vzdFES02g7GzAg8alwA` | ### WorkforceTeamMembers | Action | Method | Path | Action id | |---|---|---|---| | Create a Workforce Team Member for an Opportunity | POST | `/api/v2/crm/opportunities/{{opportunityId}}/workforces/{{workforceTeamId}}/member` | `conn_mod_def::GLnZd6t5lKA::pSIOx2LAROGrToSmlaepSQ` | | Create a Workforce Team Member in a Company Project Workforce Team | POST | `/api/v2/crm/company-projects/{{companyProjectId}}/workforces/{{workforceTeamId}}/member` | `conn_mod_def::GLnZcfBSvKI::WobRIPoaTiaU_gWN9obD_g` | | Delete a Workforce Team Member from a Company Project Workforce Team | DELETE | `/api/v2/crm/company-projects/{{companyProjectId}}/workforces/{{workforceTeamId}}/member/{{id}}` | `conn_mod_def::GLnZcm7B5Ik::QLA8Qrl7R7yl95WnXU337g` | | Delete Workforce Team Member for an Opportunity | DELETE | `/api/v2/crm/opportunities/{{opportunityId}}/workforces/{{workforceTeamId}}/member/{{id}}` | `conn_mod_def::GLnZe7H-xps::jlaOYw5uTYKqvDXGEksNPw` | | Update a Workforce Team Member in a Company Project | PUT | `/api/v2/crm/company-projects/{{companyProjectId}}/workforces/{{workforceTeamId}}/member/{{id}}` | `conn_mod_def::GLnZdklREQM::0kpNPqTSTomoTRKvJJ01xQ` | ### Professionals | Action | Method | Path | Action id | |---|---|---|---| | Get a Professional | GET | `/api/v2/portfolio/professionals/{{id}}` | `conn_mod_def::GLnZfjvQfMw::EXfsYoAgStei9mLymgOjAg` | | Create a Professional | POST | `/api/v2/portfolio/professionals` | `conn_mod_def::GLnZfinkna4::fobDMOSwS8-pfT9ipvjEWw` | | Update a Professional | PUT | `/api/v2/portfolio/professionals/{{id}}` | `conn_mod_def::GLnZfqjtVIY::f-GMK43pRGGpIv-3Dk6U7w` | ### CompanyProjectContacts | Action | Method | Path | Action id | |---|---|---|---| | Add a Contact to a Company Project | POST | `/api/v2/crm/company-projects/{{companyProjectId}}/contacts/{{contactId}}` | `conn_mod_def::GLnZcYM8Ygs::91BcBR7qQU-quJnmdMys9A` | | Update a Company Project Contact | PUT | `/api/v2/crm/company-projects/{{companyProjectId}}/contacts/{{contactId}}` | `conn_mod_def::GLnZdsESXMM::HASLql5qSguN1V4xv__J4w` | ### OpportunityContacts | Action | Method | Path | Action id | |---|---|---|---| | Delete an Opportunity Contact | DELETE | `/api/v2/crm/opportunities/{{opportunityId}}/contacts/{{contactId}}` | `conn_mod_def::GLnZe6EvvWA::T3ClxKBaT9W3tWwL7gTYzw` | | Update an Opportunity Contact | PUT | `/api/v2/crm/opportunities/{{opportunityId}}/contacts/{{contactId}}` | `conn_mod_def::GLnZfZQn2e4::v3nsjNsWR3KiBv3DAYGm7Q` | ### PortfolioProfessionals | Action | Method | Path | Action id | |---|---|---|---| | List Portfolio Professionals | GET | `/api/v2/portfolio/professionals` | `conn_mod_def::GLnZfqZvTPU::gfzrN6boSkyaOitqwr34vg` | | Delete a Portfolio Professional | DELETE | `/api/v2/portfolio/professionals/{{id}}` | `conn_mod_def::GLnZfkESVl0::IhfrVvraT9i98gDlNvZinA` | ### CrmWebhooks | Action | Method | Path | Action id | |---|---|---|---| | Create a CRM Webhook | POST | `/api/v2/crm/webhooks` | `conn_mod_def::GLnZfslkSZU::7U1ekjoCTfOQJao5GJz-Aw` | | Delete a CRM Webhook | DELETE | `/api/v2/crm/webhooks/{{id}}` | `conn_mod_def::GLnZfqipBaA::DA3TGqPJQfeFcPqY5_DafA` | ### Addresses | Action | Method | Path | Action id | |---|---|---|---| | List Addresses for a CRM Entity | GET | `/api/v2/crm/{{entity}}/{{id}}/addresses` | `conn_mod_def::GLnZcO1nC4Y::5ssa9HHMQUO3rwzlw4yJbw` | ### CrmAddresses | Action | Method | Path | Action id | |---|---|---|---| | Update Addresses for a CRM Entity | PUT | `/api/v2/crm/{{entity}}/{{id}}/addresses` | `conn_mod_def::GLnZcPbS8jw::BoTWBaQ1RaurJEm4hkO_jg` | ### CrmCompaniesInvolvedCustomFields | Action | Method | Path | Action id | |---|---|---|---| | Get All Custom Fields for CRM Companies Involved | GET | `/api/v2/crm/companies-involved/custom-fields/all` | `conn_mod_def::GLnZcWygjuQ::K2TF5NkOTVWu2T7VhsWsuA` | ### Workforces | Action | Method | Path | Action id | |---|---|---|---| | Create Workforce Team for a Company Project | POST | `/api/v2/crm/company-projects/{{id}}/workforces` | `conn_mod_def::GLnZcf_gP10::55OLG7NsTu-9FBJrznn2Xw` | ### CompanyProjectWorkforceTeams | Action | Method | Path | Action id | |---|---|---|---| | Get a Company Project Workforce Team by ID | GET | `/api/v2/crm/company-projects/{{id}}/workforces/{{workforceId}}` | `conn_mod_def::GLnZcm1jNsg::JMtYUemVTHyE-RgZobPZqQ` | ### CompanyProjectsCustomFields | Action | Method | Path | Action id | |---|---|---|---| | Get All Custom Fields for Company Projects | GET | `/api/v2/crm/company-projects/custom-fields/all` | `conn_mod_def::GLnZc8yT-iQ::HxjHKX3lSXim2pdUznF7TQ` | ### CompanyInvolved | Action | Method | Path | Action id | |---|---|---|---| | Update a Company Involved in a Company Project | PUT | `/api/v2/crm/company-projects/{{companyProjectId}}/companies-involved/{{companyInvolvedId}}` | `conn_mod_def::GLnZddsAmaA::6txWN1ZTTLKAquvIJElHGQ` | ### CrmContacts | Action | Method | Path | Action id | |---|---|---|---| | Create CRM Contacts | POST | `/api/v2/crm/contacts` | `conn_mod_def::GLnZdlaBB_w::EpWHXtU0S7CjXNmy2Ufo5Q` | ### ContactCustomFields | Action | Method | Path | Action id | |---|---|---|---| | Get All Contact Custom Fields | GET | `/api/v2/crm/contacts/custom-fields/all` | `conn_mod_def::GLnZd0B-G3E::sRoN5MN5RV2Oo562PgJLKQ` | ### CrmOpportunitiesCustomFields | Action | Method | Path | Action id | |---|---|---|---| | Get All Custom Fields for CRM Opportunities | GET | `/api/v2/crm/opportunities/custom-fields/all` | `conn_mod_def::GLnZfB7DxGg::5mG30GlnTQuWjPI0CBTD9Q` | ### OpportunityStages | Action | Method | Path | Action id | |---|---|---|---| | Get Opportunity Stages | GET | `/api/v2/crm/stages/opportunity` | `conn_mod_def::GLnZfCCrPio::e03w5JlgRJefFNUBpmmlzQ` | ### CrmOpportunitiesWorkforcesMembers | Action | Method | Path | Action id | |---|---|---|---| | Update Member Using CRM Opportunities Workforces | PUT | `/api/v2/crm/opportunities/{{opportunityId}}/workforces/{{workforceTeamId}}/member/{{id}}` | `conn_mod_def::GLnZfjG6WmY::VqC7ktfNQQy_JoFJ_t5InQ` | ### PortfolioProfessionalsCustomFields | Action | Method | Path | Action id | |---|---|---|---| | Get All Custom Fields for Portfolio Professionals | GET | `/api/v2/portfolio/professionals/custom-fields/all` | `conn_mod_def::GLnZfwBd3_I::4L-szXbEReKv1qQoVIk7zQ` | ### Webhooks | Action | Method | Path | Action id | |---|---|---|---| | Get Webhooks | GET | `/api/v2/crm/webhooks` | `conn_mod_def::GLnZf1oPMuU::TFBEyMEAQeWN8yl9yLhL1g` | ## When a call fails The error comes from project-mark, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed. Full catalog: https://www.withone.ai/knowledge/project-mark Integration knowledge by One (withone.ai), licensed under [One-Knowledge-1.0](https://www.withone.ai/licenses/knowledge). Attribution must be preserved in derivative works.