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Pattern

Portfolio housekeeping

Label, find, rename, staff and archive projects by talking to your agent.

6steps 1human checkpoint 13Apropo methods
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For: Delivery and operations

Keeping a portfolio tidy is small work that never gets done: labels, statuses, team assignments, old drafts.

You sayFind all fintech projects, label the open ones "Q4", archive the finished ones and add Anna to the largest.

No setup beyond the connection. Describe the goal to any MCP client connected to Apropo and it picks the methods below.

  1. Find projects

    The agent searches by label and reads project details.

  2. Human decision

    Confirm the batch

    It shows the list of projects and the changes it plans. You confirm before it writes.

  3. Rename and update status

    It renames projects and moves them between todo, in progress, done and archive.

  4. Staff

    It lists eligible colleagues and adds them to the project.

  5. Clean up

    It deletes abandoned drafts, but only with your exact confirmation.

What you get

A portfolio that stays organised without anyone opening a dozen screens.

Built-in safeguards

  • Deleting a project requires the exact text "delete <project_uuid>".

Want to see this run on
your own brief?

Book a demo and we will run this workflow live with your tools, with a person approving every step that matters.