Connect ITM Platform to your AI agent

Productivity 10 actions available

ITM Platform provides modern project, portfolio, task, service, financial, risk, and resource management APIs plus read-only DataMart analytics.

We set up the connection using your own ITM Platform account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in ITM Platform

Each one is a real action the agent can take on its own, the same things a person clicking around ITM Platform could do. Read-only by default; write actions are confirmed against your policy.

  • Aggregate DataMart Components Run a bounded read-only DataMart aggregation over project and service records for portfolio analytics.
  • Create Project Create an ITM Platform project with its schedule and optional account-specific classification IDs. This changes customer data and has no v2 delete counterpart.
  • Create Task Create a task in an ITM Platform project using account-defined type, priority, and status names.
  • Get Project Return the full current details of one project by its ITM Platform project ID.
  • List Reference Data List account-defined project or task statuses, priorities, or types needed to form valid project and task mutations.
  • Search DataMart Components Search the read-only DataMart for project or service analytics records and return one offset-paginated page.
  • Search Projects Search projects by account-specific filters and return one page of project summaries with a continuation cursor.
  • Search Tasks Search tasks across accessible projects and return one page of task summaries with a continuation cursor.
  • Update Project Update selected fields of an existing ITM Platform project and return the provider result. Verify important changes with Get Project.
  • Update Task Update selected descriptive, scheduling, hierarchy, or custom fields on an existing ITM Platform project task. Verify important changes with Search Tasks.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in ITM Platform, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

ITM Platform questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions ITM Platform's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put ITM Platform to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all connections

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