Skip to content

MCP

get_step_context

One workflow step in full: instructions, form, approvals, documents, and linked items.

Call get_step_context before you analyze, summarize, or propose a change to a workflow step: it’s the source of truth for what’s actually on the step right now. It requires the read:workflows scope and returns the step in full: its instructions, its form and current answers, its approvals, its documents, and the items linked to it.

Field Type Required Default Notes
stepId string Yes None The workflow step ID.
includeUpstreamDocuments boolean No false Accepted and echoed back in the response; no upstream traversal is performed. To read earlier steps’ documents, resolve the workflow’s steps (via query_data) and call this tool on each upstream step id: each response carries that step’s own documents.
{
"name": "get_step_context",
"arguments": {
"stepId": "step_123",
"includeUpstreamDocuments": true
}
}

step

The step in full: its name, description, instructions, result, its form and current answers, its approvals, its documents, and its linked items: limited to what the connected user can access.

includeUpstreamDocuments

Echoes back the value from your request.

hint

A fixed next-step suggestion (review the step, then propose changes via suggest_change).

An unknown or inaccessible step ID returns a not-found error that names the step ID you asked for.

  • Do not assume a step has a single assignee: read the approvals and form fields in the response instead of guessing from the step name or description.
  • Use get_current_context first to find the step IDs relevant to the connected user, rather than asking them to look one up.
  • This tool is read-only: it never changes the step. Propose any change with suggest_change.
  • Fetch again after a suggestion on this step is approved; the context you read earlier may no longer reflect it.