Project Tools

First-class project records anchored on a project tag, with task rollups and customer links - so the work you tag actually has a home.

Tags are great for grouping work, but a tag on its own has no status, no owner, and no place to see everything happening under it. Projects fix that. A project is a real record anchored on a #-prefixed tag, and it rolls up every task and customer that shares the tag.

What you can do

“Start a project for the Acme rebuild, tag it #acme-rebuild.”

“What’s the status of the #acme-rebuild project?”

“Mark the website-refresh project as on hold.”

“Which of my tags don’t have a project yet?”

Tools

Tool	What it does
`create_project`	Create a project record anchored on a project tag, with a status and description
`get_project`	The project card: status, the linked tag, recent tasks grouped by status, and tagged customers
`update_project`	Change the status, description, or other fields
`remove_project`	Remove a project record (the tag and its tasks are untouched)
`list_projects`	See all projects, and flag `#` tags in the registry that don’t yet have a project record

How projects relate to tags

A project doesn’t replace your tags - it sits on top of one. When you create a project anchored on #acme-rebuild, every task already tagged #acme-rebuild shows up in the project card automatically, grouped by status. Tag a new task with it later and that task joins the rollup too. No manual linking.

Because projects and tags stay in sync, list_projects does something useful: it scans your tag registry for #-prefixed tags that don’t have a matching project record yet, so you can promote a loose tag into a tracked project whenever it grows up into real work.

The project card

get_project returns a single, complete view of a project:

The project record itself: name, status, description
The tag it’s anchored on
Recent tasks under that tag, grouped by status (todo, in progress, blocked, done)
Any customers tagged into the project

You: "Where does the #acme-rebuild project stand?"

AI:   get_project({ tag: "#acme-rebuild" })

      Acme Rebuild  -  status: in progress

      In progress (2)
        - Migrate legacy data
        - Rebuild billing screens
      Blocked (1)
        - Launch announcement -- waiting on @doug
      Done (4)

      Customer: Acme Corp

Where projects fit

Projects pair naturally with Playbooks: a playbook run can spin up a project’s worth of tasks in one go, all sharing the same project tag, so the new work lands in the project card immediately. Use the Surface Tools get_entity_card to pull a project’s full context alongside its tasks and linked records.

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