API to get Data needed to display on the Action Plan Panel

Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL


        
          
            https://developer.trintech.com/doc/cadency-close-task-action-plan-api/mcp

Standard setup for AI tools providing an mcp.json file

      
          mcp.json

"Cadency Close Task Action Plan API MCP server": {
  "url": "https://developer.trintech.com/doc/cadency-close-task-action-plan-api/mcp"
}

GET /dashboard/action-plan-panel

Oauth2

This API is used for getting upto six oldest action plans for the user to display on the Action Plan Panel. This GET grabs from Close Task and Close Issue type plans, and determines how many of each type should be displayed. For Close Task, oldest is determined by due date. For Close Issue, oldest is determined by status (Late/Progress/Not Stated/Complete).

Responses

200 application/json

OK
Hide response attributes Show response attributes object
- taskList array[object]
  
  Hide taskList attributes Show taskList attributes object
  
  actionPlanId integer Deprecated
  
  name string
  
  dueDate string(date-time)
- issueList array[object]
  
  Hide issueList attributes Show issueList attributes object
  
  actionPlanId integer Deprecated
  
  name string
  
  status string
  
  inboxUserAndEmail string

GET /dashboard/action-plan-panel

curl \
 --request GET 'https://usaapi02.cadencyservices.trintech.com/test/api/dashboard/action-plan-panel' \
 --header "Authorization: Bearer $ACCESS_TOKEN"

Response examples (200)

{
  "taskList": [
    {
      "actionPlanId": 42,
      "name": "string",
      "dueDate": "2026-05-04T09:42:00Z"
    }
  ],
  "issueList": [
    {
      "actionPlanId": 42,
      "name": "string",
      "status": "string",
      "inboxUserAndEmail": "string"
    }
  ]
}