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Pega DX MCP Server

by MarcoLooy

Pega DX MCP Server

Pega DX MCP Server

Enabling conversational interaction with Pega Infinity™ Applications

This package transforms Pega Infinity™ interactions into intuitive, conversational experiences through the Model Context Protocol. By bridging Pega DX APIs with natural language interfaces, it enables GenAI Agents, IDEs, and other MCP-enabled tools to interact with Pega Infinity™ applications using simple, human-readable commands.

🧪 Experimental

The Pega DX MCP Server is an experimental project exploring the intersection of Model Context Protocol and Pega Infinity™ capabilities. This is not an official Pegasystems product and is not generally available. All commands, parameters, and other features are subject to change or deprecation at any time, with or without notice. Do not use this MCP server for production functionality. This experiment demonstrates the potential of natural language interfaces for Pega Infinity™ interactions. We welcome feedback and contributions to help shape the future of GenAI-powered business automation.

🌟 Key Features

  • 🤖 Natural Language Interface - Demonstrates conversational case creation: "Create a travel claim for John"
  • 🔌 Plug-and-Play Integration - Experimental compatibility with GenAI Agents, IDEs, and MCP-enabled tools
  • 🧪 Innovation Prototype - Exploring enterprise-grade patterns with comprehensive error handling approaches
  • 📡 API Integration Exploration - Investigating access to cases, assignments, attachments, and data operations
  • ⚡ Performance Research - Experimenting with intelligent caching and optimization strategies
  • 🛡️ Security Framework - Implementing OAuth 2.1 with PKCE and role-based access control patterns

🚀 Quick Start

Prerequisites

  • Node.js (22+) and npm
  • Access to Pega Infinity™ (23+) with DX API enabled
  • OAuth 2.1 client credentials

Installation

# Install from npm (recommended) npm install -g @pega-enablement/pega-dx-mcp

Integration with MCP Clients

Compatible with Claude Desktop, Cursor, Cline, and other MCP-enabled applications. Add to your MCP client's configuration file:

{ "mcpServers": { "pega-dx-mcp": { "command": "npx", "args": ["-y", "@pega-enablement/pega-dx-mcp"], "env": { "PEGA_BASE_URL": "https://your-pega-instance.com", "PEGA_CLIENT_ID": "your-client-id", "PEGA_CLIENT_SECRET": "your-client-secret" } } } }

Configuration file locations:

  • Claude Desktop: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%/Claude/claude_desktop_config.json (Windows)
  • Cursor: .cursor/mcp.json in your project root
  • Cline: MCP settings in VS Code

Verify installation: Restart your MCP client and confirm the Pega DX tools are available.

🏗️ Architecture

The Pega DX MCP Server bridges GenAI applications with Pega Infinity using the Model Context Protocol:

Pega DX MCP Server Architecture

🛠️ Available Tools

Case Management

ToolDescriptionExample Usage
get_caseGet detailed information about a Pega case by ID"Show me details for case TRAVEL-001"
create_caseCreate a new Pega case with specified case type"Create a travel claim for John to NYC"
delete_caseDelete a case that is currently in create stage"Delete case TRAVEL-001"

System Management

ToolDescriptionExample Usage
ping_pega_serviceTest OAuth2 connectivity to Pega Platform"Test the connection to Pega"

💬 Usage Examples

Note: The following examples demonstrate envisioned capabilities and planned user experiences. These scenarios represent the experimental goals of this GenAI Innovation project and may not reflect current implementation status.

Creating a Case

User: "Create a new insurance claim for policy #12345" AI: I'll create a new insurance claim case. What type of claim is this? User: "Auto accident claim" AI: ✅ Created auto accident claim case INS-CLAIM-789 Case ID: INS-CLAIM-789 Policy: #12345 Status: Open Next step: Provide accident details

Managing Assignments

User: "What's my next assignment?" AI: You have 3 pending assignments: 1. Review claim documentation (INS-CLAIM-789) - Due today 2. Approve travel request (TRAVEL-456) - Due tomorrow 3. Customer callback (SERVICE-123) - Due in 2 hours User: "Let me work on the claim review" AI: ✅ Opening claim documentation review for INS-CLAIM-789 [Displays relevant case data and required actions]

⚙️ Configuration

Environment Variables

# Pega Infinity Connection PEGA_BASE_URL=https://your-pega-instance.com # OAuth 2.1 Authentication PEGA_CLIENT_ID=your-oauth-client-id PEGA_CLIENT_SECRET=your-oauth-client-secret

OAuth Setup

  1. Register OAuth Client in your Pega Platform
  2. Configure Scopes for API access
  3. Set Redirect URIs if using authorization code flow
  4. Update Environment with client credentials

For detailed setup instructions, see our Configuration Guide.

🤝 Contributing

Join us in this exciting GenAI Innovation experiment! As an experimental project exploring the future of natural language interfaces for enterprise platforms, we welcome community participation in shaping this innovation journey.

Ways to Contribute

  • 🔬 Experiment Feedback - Share your experiences and insights from testing the prototype
  • 💡 Innovation Ideas - Contribute to the GenAI Innovation roadmap with creative suggestions
  • 🐛 Issue Reports - Help identify challenges in this experimental project
  • 🔧 Code Contributions - Contribute to the codebase and proof-of-concept features
  • 📖 Documentation - Help document learnings and experimental outcomes
  • 🧪 Testing & Validation - Participate in testing new experimental capabilities

Development Setup

# Fork and clone the repository git clone https://github.com/your-username/pega-dx-mcp.git cd pega-dx-mcp # Install dependencies npm install # Create a feature branch git checkout -b feature/your-feature-name # Make changes and test npm test # Submit pull request

Guidelines

  • Follow our Code of Conduct
  • Ensure tests pass and add new tests for features
  • Update documentation for any API changes
  • Use conventional commit messages

📄 License

Licensed under the Apache License, Version 2.0. See LICENSE for details.


Built with ❤️ by Pegasystems

WebsiteCommunityDocumentation

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security - not tested
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license - permissive license
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quality - not tested

hybrid server

The server is able to function both locally and remotely, depending on the configuration or use case.

Transforms complex Pega Platform interactions into intuitive, conversational experiences by exposing Pega DX APIs through the standardized Model Context Protocol, enabling AI applications to interact with Pega through natural language.

  1. Enabling conversational interaction with Pega Infinity™ Applications
    1. 🧪 Experimental
      1. 🌟 Key Features
        1. 🚀 Quick Start
          1. Prerequisites
          2. Installation
          3. Integration with MCP Clients
        2. 🏗️ Architecture
          1. 🛠️ Available Tools
            1. Case Management
            2. System Management
          2. 💬 Usage Examples
            1. Creating a Case
            2. Managing Assignments
          3. ⚙️ Configuration
            1. Environment Variables
            2. OAuth Setup
          4. 🤝 Contributing
            1. Ways to Contribute
            2. Development Setup
            3. Guidelines
          5. 📄 License

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