Pega
NativeCRM · Pegasystems · Website ↗
Create, query, and progress cases and assignments in Pega Platform via the Case Management (DX) API.
6 tools your agents can use
pega_list_case_types
List the case types available to the user in Pega. Returns case type ID, name, and description. Always use this tool first when asked to create a case if the case type is not speci...
pega_create_case
Create a new case in Pega. Returns the new case ID and its initial assignment, if any.
pega_get_case
Get the details of a Pega case by its case ID, including status, stage, urgency, and property values.
pega_list_cases
Search and list Pega cases assigned to or visible to the user. Returns case ID, case type, status, stage, and urgency.
pega_get_case_assignments
Get the open assignments (tasks) for a Pega case, including the assignment ID and the actions that can be performed on it.
pega_perform_action
Perform a flow action on a case assignment, such as approving, rejecting, or progressing it to the next step. Use pega_get_case_assignments first to find the assignment ID and avai...
Governed by default
Like every connector, Pega runs inside the ApiSpi governance layer: admins can set it to full, read-only, or approval-required access, every call is audit-logged and firewall-screened, and spend caps apply.