Back to Details

wrike-automation

Compare original and translation side by side

🇺🇸

Original

English
🇨🇳

Translation

Chinese

Wrike Automation via Rube MCP

通过Rube MCP实现Wrike自动化

Automate Wrike project management operations through Composio's Wrike toolkit via Rube MCP.
通过Composio的Wrike工具包，借助Rube MCP实现Wrike项目管理操作的自动化。

Prerequisites

前提条件

  • Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
  • Active Wrike connection via 
    RUBE_MANAGE_CONNECTIONS
    with toolkit 
    wrike
  • Always call 
    RUBE_SEARCH_TOOLS
    first to get current tool schemas
  • 必须已连接Rube MCP（需具备RUBE_SEARCH_TOOLS功能）
  • 通过
    RUBE_MANAGE_CONNECTIONS
    激活Wrike连接，工具包为
    wrike
  • 请始终先调用
    RUBE_SEARCH_TOOLS
    获取最新的工具架构

Setup

设置步骤

Get Rube MCP: Add 
https://rube.app/mcp
as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.
  1. Verify Rube MCP is available by confirming 
    RUBE_SEARCH_TOOLS
    responds
  2. Call 
    RUBE_MANAGE_CONNECTIONS
    with toolkit 
    wrike
  3. If connection is not ACTIVE, follow the returned auth link to complete Wrike OAuth
  4. Confirm connection status shows ACTIVE before running any workflows
获取Rube MCP：在客户端配置中添加
https://rube.app/mcp
作为MCP服务器。无需API密钥 — 只需添加端点即可使用。
  1. 确认
    RUBE_SEARCH_TOOLS
    可正常响应，以此验证Rube MCP是否可用
  2. 调用
    RUBE_MANAGE_CONNECTIONS
    并指定工具包为
    wrike
  3. 如果连接状态未显示为ACTIVE，请按照返回的授权链接完成Wrike OAuth认证
  4. 在运行任何工作流之前，确认连接状态为ACTIVE

Core Workflows

核心工作流

1. Create and Manage Tasks

1. 创建与管理任务

When to use: User wants to create, assign, or update tasks in Wrike
Tool sequence:
  1. WRIKE_GET_FOLDERS
    - Find the target folder/project [Prerequisite]
  2. WRIKE_GET_ALL_CUSTOM_FIELDS
    - Get custom field IDs if needed [Optional]
  3. WRIKE_CREATE_TASK
    - Create a new task [Required]
  4. WRIKE_MODIFY_TASK
    - Update task properties [Optional]
Key parameters:
  • folderId
    : Parent folder ID where the task will be created
  • title
    : Task title
  • description
    : Task description (supports HTML)
  • responsibles
    : Array of user IDs to assign
  • status
    : 'Active', 'Completed', 'Deferred', 'Cancelled'
  • importance
    : 'High', 'Normal', 'Low'
  • customFields
    : Array of {id, value} objects
  • dates
    : Object with type, start, due, duration
Pitfalls:
  • folderId is required; tasks must belong to a folder
  • responsibles requires Wrike user IDs, not emails or names
  • Custom field IDs must be obtained from GET_ALL_CUSTOM_FIELDS
  • priorityBefore and priorityAfter are mutually exclusive
  • Status field may not be available on Team plan
  • dates.start and dates.due use 'YYYY-MM-DD' format
适用场景：用户需要在Wrike中创建、分配或更新任务
工具执行顺序：
  1. WRIKE_GET_FOLDERS
    - 查找目标文件夹/项目 [前提步骤]
  2. WRIKE_GET_ALL_CUSTOM_FIELDS
    - 如需自定义字段ID则调用此工具 [可选]
  3. WRIKE_CREATE_TASK
    - 创建新任务 [必需]
  4. WRIKE_MODIFY_TASK
    - 更新任务属性 [可选]
关键参数：
  • folderId
    ：任务所属的父文件夹ID
  • title
    ：任务标题
  • description
    ：任务描述（支持HTML格式）
  • responsibles
    ：待分配任务的用户ID数组
  • status
    ：任务状态（'Active'、'Completed'、'Deferred'、'Cancelled'）
  • importance
    ：任务优先级（'High'、'Normal'、'Low'）
  • customFields
    ：{id, value}对象数组
  • dates
    ：包含type、start、due、duration的对象
注意事项：
  • folderId为必填项；任务必须隶属于某个文件夹
  • responsibles参数需要传入Wrike用户ID，而非邮箱或用户名
  • 自定义字段ID必须通过GET_ALL_CUSTOM_FIELDS获取
  • priorityBefore和priorityAfter参数互斥，不可同时使用
  • Team计划可能不支持Status字段
  • dates.start和dates.due需使用'YYYY-MM-DD'格式

2. Manage Folders and Projects

2. 管理文件夹与项目

When to use: User wants to create, modify, or organize folders and projects
Tool sequence:
  1. WRIKE_GET_FOLDERS
    - List existing folders [Required]
  2. WRIKE_CREATE_FOLDER
    - Create a new folder/project [Optional]
  3. WRIKE_MODIFY_FOLDER
    - Update folder properties [Optional]
  4. WRIKE_LIST_SUBFOLDERS_BY_FOLDER_ID
    - List subfolders [Optional]
  5. WRIKE_DELETE_FOLDER
    - Delete a folder permanently [Optional]
Key parameters:
  • folderId
    : Parent folder ID for creation; target folder ID for modification
  • title
    : Folder name
  • description
    : Folder description
  • customItemTypeId
    : Set to create as a project instead of a folder
  • shareds
    : Array of user IDs or emails to share with
  • project
    : Filter for projects (true) or folders (false) in GET_FOLDERS
Pitfalls:
  • DELETE_FOLDER is permanent and removes ALL contents (tasks, subfolders, documents)
  • Cannot modify rootFolderId or recycleBinId as parents
  • Folder creation auto-shares with the creator
  • customItemTypeId converts a folder into a project
  • GET_FOLDERS with descendants=true returns folder tree (may be large)
适用场景：用户需要创建、修改或整理文件夹与项目
工具执行顺序：
  1. WRIKE_GET_FOLDERS
    - 列出现有文件夹 [必需]
  2. WRIKE_CREATE_FOLDER
    - 创建新文件夹/项目 [可选]
  3. WRIKE_MODIFY_FOLDER
    - 更新文件夹属性 [可选]
  4. WRIKE_LIST_SUBFOLDERS_BY_FOLDER_ID
    - 列出子文件夹 [可选]
  5. WRIKE_DELETE_FOLDER
    - 永久删除文件夹 [可选]
关键参数：
  • folderId
    ：创建时为父文件夹ID；修改时为目标文件夹ID
  • title
    ：文件夹名称
  • description
    ：文件夹描述
  • customItemTypeId
    ：设置此参数可将文件夹转换为项目
  • shareds
    ：共享对象的用户ID或邮箱数组
  • project
    ：在GET_FOLDERS中用于筛选项目（true）或文件夹（false）
注意事项：
  • DELETE_FOLDER操作不可逆，会删除所有内容（任务、子文件夹、文档）
  • 无法将rootFolderId或recycleBinId设置为父文件夹
  • 创建文件夹时会自动与创建者共享
  • customItemTypeId可将文件夹转换为项目
  • GET_FOLDERS中设置descendants=true会返回完整文件夹树（数据量可能较大）

3. Retrieve and Track Tasks

3. 检索与跟踪任务

When to use: User wants to find tasks, check status, or monitor progress
Tool sequence:
  1. WRIKE_FETCH_ALL_TASKS
    - List tasks with optional filters [Required]
  2. WRIKE_GET_TASK_BY_ID
    - Get detailed info for a specific task [Optional]
Key parameters:
  • status
    : Filter by task status ('Active', 'Completed', etc.)
  • dueDate
    : Filter by due date range (start/end/equal)
  • fields
    : Additional response fields to include
  • page_size
    : Results per page (1-100)
  • taskId
    : Specific task ID for detailed retrieval
  • resolve_user_names
    : Auto-resolve user IDs to names (default true)
Pitfalls:
  • FETCH_ALL_TASKS paginates at max 100 items per page
  • dueDate filter supports 'equal', 'start', and 'end' fields
  • Date format: 'yyyy-MM-dd' or 'yyyy-MM-ddTHH:mm:ss'
  • GET_TASK_BY_ID returns read-only detailed information
  • customFields are returned by default for single task queries
适用场景：用户需要查找任务、查看状态或监控进度
工具执行顺序：
  1. WRIKE_FETCH_ALL_TASKS
    - 列出任务，可添加筛选条件 [必需]
  2. WRIKE_GET_TASK_BY_ID
    - 获取特定任务的详细信息 [可选]
关键参数：
  • status
    ：按任务状态筛选（'Active'、'Completed'等）
  • dueDate
    ：按截止日期范围筛选（start/end/equal）
  • fields
    ：需额外包含的响应字段
  • page_size
    ：每页结果数量（1-100）
  • taskId
    ：待检索详细信息的特定任务ID
  • resolve_user_names
    ：自动将用户ID解析为用户名（默认值为true）
注意事项：
  • FETCH_ALL_TASKS最多每页返回100条结果，支持分页
  • dueDate筛选支持'equal'、'start'和'end'字段
  • 日期格式：'yyyy-MM-dd' 或 'yyyy-MM-ddTHH:mm:ss'
  • GET_TASK_BY_ID返回的是只读的详细信息
  • 单任务查询默认会返回customFields

4. Launch Task Blueprints

4. 启动任务蓝图

When to use: User wants to create tasks from predefined templates
Tool sequence:
  1. WRIKE_LIST_TASK_BLUEPRINTS
    - List available blueprints [Prerequisite]
  2. WRIKE_LIST_SPACE_TASK_BLUEPRINTS
    - List blueprints in a specific space [Alternative]
  3. WRIKE_LAUNCH_TASK_BLUEPRINT_ASYNC
    - Launch a blueprint [Required]
Key parameters:
  • task_blueprint_id
    : ID of the blueprint to launch
  • title
    : Title for the root task
  • parent_id
    : Parent folder/project ID (OR super_task_id)
  • super_task_id
    : Parent task ID (OR parent_id)
  • reschedule_date
    : Target date for task rescheduling
  • reschedule_mode
    : 'RescheduleStartDate' or 'RescheduleFinishDate'
  • entry_limit
    : Max tasks to copy (1-250)
Pitfalls:
  • Either parent_id or super_task_id is required, not both
  • Blueprint launch is asynchronous; tasks may take time to appear
  • reschedule_date requires reschedule_mode to be set
  • entry_limit caps at 250 tasks/folders per blueprint launch
  • copy_descriptions defaults to false; set true to include task descriptions
适用场景：用户需要从预定义模板创建任务
工具执行顺序：
  1. WRIKE_LIST_TASK_BLUEPRINTS
    - 列出可用的蓝图 [前提步骤]
  2. WRIKE_LIST_SPACE_TASK_BLUEPRINTS
    - 列出特定空间内的蓝图 [替代方案]
  3. WRIKE_LAUNCH_TASK_BLUEPRINT_ASYNC
    - 启动蓝图 [必需]
关键参数：
  • task_blueprint_id
    ：待启动的蓝图ID
  • title
    ：根任务的标题
  • parent_id
    ：父文件夹/项目ID（与super_task_id二选一）
  • super_task_id
    ：父任务ID（与parent_id二选一）
  • reschedule_date
    ：任务重新安排的目标日期
  • reschedule_mode
    ：重新安排模式（'RescheduleStartDate'或'RescheduleFinishDate'）
  • entry_limit
    ：最多可复制的任务数量（1-250）
注意事项：
  • parent_id和super_task_id必须二选一，不可同时使用
  • 蓝图启动为异步操作，任务可能需要一段时间才会显示
  • 设置reschedule_date时必须同时指定reschedule_mode
  • entry_limit最多为250个任务/文件夹 per蓝图启动
  • copy_descriptions默认值为false；如需包含任务描述请设置为true

5. Manage Workspace and Members

5. 管理工作区与成员

When to use: User wants to manage spaces, members, or invitations
Tool sequence:
  1. WRIKE_GET_SPACE
    - Get space details [Optional]
  2. WRIKE_GET_CONTACTS
    - List workspace contacts/members [Optional]
  3. WRIKE_CREATE_INVITATION
    - Invite a user to the workspace [Optional]
  4. WRIKE_DELETE_SPACE
    - Delete a space permanently [Optional]
Key parameters:
  • spaceId
    : Space identifier
  • email
    : Email for invitation
  • role
    : User role ('Admin', 'Regular User', 'External User')
  • firstName
    /
    lastName
    : Invitee name
Pitfalls:
  • DELETE_SPACE is irreversible and removes all space contents
  • userTypeId and role/external are mutually exclusive in invitations
  • Custom email subjects/messages require a paid Wrike plan
  • GET_CONTACTS returns workspace-level contacts, not task-specific assignments
适用场景：用户需要管理空间、成员或发送邀请
工具执行顺序：
  1. WRIKE_GET_SPACE
    - 获取空间详情 [可选]
  2. WRIKE_GET_CONTACTS
    - 列出工作区联系人/成员 [可选]
  3. WRIKE_CREATE_INVITATION
    - 邀请用户加入工作区 [可选]
  4. WRIKE_DELETE_SPACE
    - 永久删除空间 [可选]
关键参数：
  • spaceId
    ：空间标识符
  • email
    ：受邀用户的邮箱
  • role
    ：用户角色（'Admin'、'Regular User'、'External User'）
  • firstName
    /
    lastName
    ：受邀用户的姓名
注意事项：
  • DELETE_SPACE操作不可逆，会删除整个空间及其所有内容
  • 邀请时userTypeId与role/external参数互斥
  • 自定义邮件主题/内容需要Wrike付费计划支持
  • GET_CONTACTS返回的是工作区级别的联系人，而非任务特定的分配对象

Common Patterns

常见模式

Folder ID Resolution

文件夹ID解析

1. Call WRIKE_GET_FOLDERS (optionally with project=true for projects only)
2. Navigate folder tree to find target
3. Extract folder id (e.g., 'IEAGKVLFK4IHGQOI')
4. Use as folderId in task/folder creation
1. 调用WRIKE_GET_FOLDERS（可选择project=true仅筛选项目）
2. 遍历文件夹树找到目标文件夹
3. 提取文件夹ID（例如：'IEAGKVLFK4IHGQOI'）
4. 在创建任务/文件夹时用作folderId参数

Custom Field Setup

自定义字段设置

1. Call WRIKE_GET_ALL_CUSTOM_FIELDS to get definitions
2. Find field by name, extract id and type
3. Format value according to type (text, dropdown, number, date)
4. Include as {id: 'FIELD_ID', value: 'VALUE'} in customFields array
1. 调用WRIKE_GET_ALL_CUSTOM_FIELDS获取字段定义
2. 按名称查找字段，提取其id和type
3. 根据字段类型（文本、下拉菜单、数字、日期）格式化值
4. 以{id: 'FIELD_ID', value: 'VALUE'}的格式加入customFields数组

Task Assignment

任务分配

1. Call WRIKE_GET_CONTACTS to find user IDs
2. Use user IDs in responsibles array when creating tasks
3. Or use addResponsibles/removeResponsibles when modifying tasks
1. 调用WRIKE_GET_CONTACTS查找用户ID
2. 在创建任务时将用户ID加入responsibles数组
3. 或在修改任务时使用addResponsibles/removeResponsibles参数

Pagination

分页处理

  • FETCH_ALL_TASKS: Use page_size (max 100) and check for more results
  • GET_FOLDERS: Use nextPageToken when descendants=false and pageSize is set
  • LIST_TASK_BLUEPRINTS: Use next_page_token and page_size (default 100)
  • FETCH_ALL_TASKS：使用page_size（最大100）并检查是否有更多结果
  • GET_FOLDERS：当descendants=false且设置了pageSize时，使用nextPageToken
  • LIST_TASK_BLUEPRINTS：使用next_page_token和page_size（默认100）

Known Pitfalls

已知注意事项

ID Formats:
  • Wrike IDs are opaque alphanumeric strings (e.g., 'IEAGTXR7I4IHGABC')
  • Task IDs, folder IDs, space IDs, and user IDs all use this format
  • Custom field IDs follow the same pattern
  • Never guess IDs; always resolve from list/search operations
Permissions:
  • Operations depend on user role and sharing settings
  • Shared folders/tasks are visible only to shared users
  • Admin operations require appropriate role
  • Some features (custom statuses, billing types) are plan-dependent
Deletion Safety:
  • DELETE_FOLDER removes ALL contents permanently
  • DELETE_SPACE removes the entire space and contents
  • Consider using MODIFY_FOLDER to move to recycle bin instead
  • Restore from recycle bin is possible via MODIFY_FOLDER with restore=true
Date Handling:
  • Dates use 'yyyy-MM-dd' format
  • DateTime uses 'yyyy-MM-ddTHH:mm:ssZ' or with timezone offset
  • Task dates include type ('Planned', 'Actual'), start, due, duration
  • Duration is in minutes
ID格式：
  • Wrike ID为不透明的字母数字字符串（例如：'IEAGTXR7I4IHGABC'）
  • 任务ID、文件夹ID、空间ID和用户ID均采用此格式
  • 自定义字段ID也遵循相同模式
  • 切勿猜测ID；始终通过列表/搜索操作获取
权限说明：
  • 操作权限取决于用户角色和共享设置
  • 共享文件夹/任务仅对共享用户可见
  • 管理员操作需要对应角色权限
  • 部分功能（自定义状态、计费类型）取决于订阅计划
删除操作安全提示：
  • DELETE_FOLDER会永久删除所有内容
  • DELETE_SPACE会删除整个空间及其内容
  • 考虑使用MODIFY_FOLDER将内容移至回收站替代删除
  • 可通过MODIFY_FOLDER设置restore=true从回收站恢复内容
日期处理：
  • 日期使用'yyyy-MM-dd'格式
  • 日期时间使用'yyyy-MM-ddTHH:mm:ssZ'或带时区偏移的格式
  • 任务日期包含type（'Planned'、'Actual'）、start、due、duration
  • duration单位为分钟

Quick Reference

快速参考

TaskTool SlugKey Params
Create taskWRIKE_CREATE_TASKfolderId, title, responsibles, status
Modify taskWRIKE_MODIFY_TASKtaskId, title, status, addResponsibles
Get task by IDWRIKE_GET_TASK_BY_IDtaskId
Fetch all tasksWRIKE_FETCH_ALL_TASKSstatus, dueDate, page_size
Get foldersWRIKE_GET_FOLDERSproject, descendants
Create folderWRIKE_CREATE_FOLDERfolderId, title
Modify folderWRIKE_MODIFY_FOLDERfolderId, title, addShareds
Delete folderWRIKE_DELETE_FOLDERfolderId
List subfoldersWRIKE_LIST_SUBFOLDERS_BY_FOLDER_IDfolderId
Get custom fieldsWRIKE_GET_ALL_CUSTOM_FIELDS(none)
List blueprintsWRIKE_LIST_TASK_BLUEPRINTSlimit, page_size
Launch blueprintWRIKE_LAUNCH_TASK_BLUEPRINT_ASYNCtask_blueprint_id, title, parent_id
Get spaceWRIKE_GET_SPACEspaceId
Delete spaceWRIKE_DELETE_SPACEspaceId
Get contactsWRIKE_GET_CONTACTS(none)
Invite userWRIKE_CREATE_INVITATIONemail, role
任务工具标识关键参数
创建任务WRIKE_CREATE_TASKfolderId, title, responsibles, status
修改任务WRIKE_MODIFY_TASKtaskId, title, status, addResponsibles
通过ID获取任务WRIKE_GET_TASK_BY_IDtaskId
获取所有任务WRIKE_FETCH_ALL_TASKSstatus, dueDate, page_size
获取文件夹WRIKE_GET_FOLDERSproject, descendants
创建文件夹WRIKE_CREATE_FOLDERfolderId, title
修改文件夹WRIKE_MODIFY_FOLDERfolderId, title, addShareds
删除文件夹WRIKE_DELETE_FOLDERfolderId
列出子文件夹WRIKE_LIST_SUBFOLDERS_BY_FOLDER_IDfolderId
获取自定义字段WRIKE_GET_ALL_CUSTOM_FIELDS无
列出蓝图WRIKE_LIST_TASK_BLUEPRINTSlimit, page_size
启动蓝图WRIKE_LAUNCH_TASK_BLUEPRINT_ASYNCtask_blueprint_id, title, parent_id
获取空间WRIKE_GET_SPACEspaceId
删除空间WRIKE_DELETE_SPACEspaceId
获取联系人WRIKE_GET_CONTACTS无
邀请用户WRIKE_CREATE_INVITATIONemail, role