# RevCent MCP Guide: `GetProjects`

AI/MCP-focused guide for retrieving RevCent Projects.

---

## Related Documentation

| Guide | Link | Why It Matters |
|---|---|---|
| Project Overview | `https://revcent.com/documentation/markdown/mcp/operation/OverviewProject.md` | Explains how Projects and Project Notes should be used as the durable context trail for RevCent setup and account changes. |
| GetProject | `https://revcent.com/documentation/markdown/mcp/operation/GetProject.md` | Retrieve Project details and associated entities. |
| SearchProjects | `https://revcent.com/documentation/markdown/mcp/operation/SearchProjects.md` | Search Projects by name/description search term or associated entity ID when the relevant Project ID is not already known. |
| GetProjectNotes | `https://revcent.com/documentation/markdown/mcp/operation/GetProjectNotes.md` | Retrieve Project Notes, preferably filtered by Project. |
| CreateProjectNote | `https://revcent.com/documentation/markdown/mcp/operation/CreateProjectNote.md` | Record the reason, result, entity IDs, and follow-up after Project work. |
| SearchProjectNotes | `https://revcent.com/documentation/markdown/mcp/operation/SearchProjectNotes.md` | Search Project Notes by keyword or phrase, optionally within a specific Project, when note content or history needs to be found quickly. |


---

## Operation Summary

Operation:

```text
GetProjects
```

Purpose:

```text
Return a paginated list of Projects with names and descriptions.
```

Use `GetProjects` to find the relevant Project before account setup or configuration changes.

If associated entities are needed, use `GetProject` with the Project ID.


Use `SearchProjects` when AI/MCP already has a keyword, phrase, business/objective name, or associated entity ID and needs to locate matching Projects more directly than paging through `GetProjects`.

Reference:

```text
https://revcent.com/documentation/markdown/mcp/operation/SearchProjects.md
```


---

## Project Search Reference

`GetProjects` is best for browsing a paginated list of Projects. `SearchProjects` is best for targeted discovery.

Use `SearchProjects` when:

- the user provides a business name, Project name, objective, workflow, or phrase to search for,
- AI/MCP has an associated entity ID and needs to find which Project contains that entity,
- paging through all Projects would be inefficient,
- the next step requires a candidate Project ID for `GetProject`, `EditProject`, or Project Note retrieval.

SearchProjects reference:

```text
https://revcent.com/documentation/markdown/mcp/operation/SearchProjects.md
```

---

## Input Schema

| Field | Type | Required | Description |
|---|---:|---:|---|
| `limit` | integer | Yes | Number of Projects to return. Range 1 to 25. Default 25. |
| `page` | integer | Yes | Pagination page. |

Example:

```json
{
  "limit": 25,
  "page": 1
}
```

---

## Output Summary

`GetProjects` can return:

| Field | Meaning |
|---|---|
| `current_count` | Current number of items in the response. |
| `current_page` | Current page. |
| `total_count` | Total number of matching Projects. |
| `total_pages` | Total pages. |
| `results` | Array of Project summaries. |

Each Project summary can include:

```text
id
name
description
created_date_unix
updated_date_unix
```

---

## Recommended Workflow

```text
1. Use SearchProjects when a specific search term, phrase, business/objective name, or associated entity ID is available.
2. Use GetProjects when browsing the paginated Project list is more appropriate.
3. Identify whether a relevant Project already exists.
4. If a relevant Project exists, run GetProject.
5. Retrieve Project Notes with GetProjectNotes using project_filter.
6. Continue work in that Project.
7. If no relevant Project exists, create one with CreateProject.
```

---

## Choosing the Right Project

Choose the Project that matches the user's business/workflow.

Examples:

| User Request | Likely Project Context |
|---|---|
| “Set up WooCommerce for my store.” | Store/business implementation Project. |
| “Create a new subscription profile.” | Existing subscription setup Project or new account-change Project. |
| “Modify payment routing.” | Payment/gateway configuration Project. |
| “Add an AI voice agent.” | AI support/voice deployment Project. |

---

## Common Mistakes to Avoid

Do not:

- create a new Project without checking whether one already exists,
- ignore `SearchProjects` when a search term or associated entity ID could locate the Project faster,
- use the first Project blindly,
- ignore Project Notes,
- treat `GetProjects` as enough context; use `GetProject` for associated entities,
- perform account modifications outside a relevant Project.

---

## Final AI/MCP Instruction

Use `GetProjects` to browse the paginated Project list before meaningful RevCent setup or account changes. Use `SearchProjects` when a specific search term, phrase, business/objective name, or associated entity ID is available. Use `GetProject` and `GetProjectNotes` before modifying project-related entities.


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Document Parent Directory
* [Operations](https://revcent.com/documentation/markdown/mcp/operation/index.md) - AI/MCP details and overviews for operations available within the RevCent MCP.