--- title: "iManage Work MCP server for AI agents - actionlake" description: "Give Claude 152 iManage Work actions through one MCP server: documents, folders, workspaces. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/imanage-work updated: 2026-10-23 --- Connectors · Industry # iManage Work MCP server for AI agents. actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to iManage Work and the rest of your systems. It gives your agent 152 iManage Work actions (71 reads, 67 writes and 14 that wait for a confirmation) and holds the iManage Work credential itself, so the agent never does. It paces iManage Work's limits and records every call. Connecting iManage Work needs your own iManage Work OAuth app and one admin sign-in. [Connect iManage Work free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) 100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you. `claude mcp add --transport http actionlake https://connect.actionlake.com/mcp` the first call ``` do { action: "imanage_work.folders.list", intent: "check which iManage Work account is connected" } # Search folders in a library · read · 1 upstream call ``` - 152 actions in one signed file - 71 read look, never change - 67 write create and update - 14 wait for a yes destructive, confirmed first Set up ## Connect iManage Work in three steps. 1. 01 ### Add actionlake to Claude. Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us. `https://connect.actionlake.com/mcp` 2. 02 ### Connect iManage Work. OAuth 2.0, authorization code. You register your own OAuth app with iManage Work, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on. actionlake stores what you paste write-only, sealed under your tenant's key. Before the first sign-in, iManage Work needs an OAuth app of your own, registered in its developer portal. actionlake has no iManage Work app to lend you. - `access_token` Access token from one sign-in with your own OAuth app - `refresh_token` Refresh token from the same sign-in; the access token is renewed from it - `client_id` Client ID of an application registered in iManage Control Center (Applications > add a Custom application with OAuth… - `client_secret` Client secret of the same Control Center application - `customer_id` Your iManage Work customer id - `host` Where your iManage Work lives: your host - `library_id` Your iManage Work library id ``` account { op: "connections.requirements", service: "imanage_work" } # free: exactly what to paste, and what is found for you ``` 3. 03 ### Make the first call. Check before a write. Ask in plain words; Claude picks the action. Before anything changes, `check` validates the call and prices it, for free. ``` do { action: "imanage_work.folders.list" } # search folders in a library · read · 1 upstream call check { action: "imanage_work.folders.subfolders.create", input: { … } } # free: inputs, permissions, cost and confirmations, nothing sent ``` iManage Work at a glance **Sign-in** OAuth 2.0, authorization code. You register your own OAuth app with iManage Work, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on. **You provide** `access_token` `refresh_token` `client_id` `client_secret` **Setup fields** `customer_id` `host` `library_id` **Limits we pace to** 300 calls a minute, per connection **API covered** IManage Work Universal API v2 (REST, /work/api/v2), at your iManage Work instance's API base URL, which you enter when connecting **Built from** iManage Work's documentation, read 23 October 2026[OpenAPI spec (GitHub)](https://github.com/microsoft/PowerPlatformConnectors/blob/dev/certified-connectors/iManage%20Work/apiDefinition.swagger.json) [OpenAPI spec (GitHub)](https://github.com/microsoft/PowerPlatformConnectors/blob/dev/certified-connectors/iManage%20Work%20for%20Admins/apiDefinition.swagger.json) [cloudimanage.com](https://cloudimanage.com/api) **Service file** Version 1.0.0, signed (Ed25519) **Cached reads** 65 of 71 reads, for up to 5 minutes; a write clears what it affects **Shared entities** 7, so ask can line iManage Work up with your other systems **Data** Processed and stored in Sydney, Australia. No US region yet Capabilities ## What an AI agent can do in iManage Work. 152 actions in 20 areas. Every one carries its effect, so a key can allow the reads and hold the rest. - **71** read look, never change - **67** write create and update - **14** destructive wait for a confirmation 1. ### Documents 31 15 read · 14 write · 2 destructive Search documents in a library · Get a document profile · Update a document profile · Delete a document 2. ### Folders 23 11 read · 10 write · 2 destructive Search folders in a library · Create a subfolder · Update a folder · Get a folder 3. ### Workspaces 20 9 read · 9 write · 2 destructive Search workspaces in a library · Create a workspace · Get a workspace · Update a workspace 4. ### Roles 9 3 read · 3 write · 3 destructive List library roles · Create a library role · Get a library role · Update a library role 5. ### Tabs 8 3 read · 4 write · 1 destructive List a tab's children · Create a folder in a tab · Get a workspace tab · Replace a workspace tab's profile 6. ### Groups 7 3 read · 4 write · 0 destructive List groups of a library · Create a group · Get a group · Update a group 7. ### Users 7 4 read · 3 write · 0 destructive List users of a library · Get a library user · Add users to a library · List a user's groups 8. ### Lookups 6 2 read · 3 write · 1 destructive Create a lookup value · List lookup values of a custom field · Get a lookup value · Update lookup values of a custom field **12 more areas · 41 actions** - Classes **5** - Subclasses **5** - Types **5** - Global users **4** - Recent documents **4** - Recent workspaces **4** - Captions **3** - Library **3** - Search folders **3** - Templates **3** - Discovery **1** - Libraries **1** Top actions ## The iManage Work API, shaped for agents. The ids your agent types, what each does, and the one name it shares with other systems. 37 of iManage Work's 38 action names are shared with at least one other connector, so an agent learns them once. | Action | What it does | Effect | Same name in | | --- | --- | --- | --- | | `imanage_work.folders.list` Search folders in a library | Search folders in a library. | read | `content.folder.list` 62 connectors | | `imanage_work.discovery.get` Get API discovery and the signed-in user | Get API discovery and the signed-in user. | read | `identity.current_user.get` 307 connectors | | `imanage_work.documents.list` Search documents in a library | Search documents in a library. | read | `content.document.list` 28 connectors | | `imanage_work.users.list` List users of a library | List users of a library. | read | `identity.user.list` 474 connectors | | `imanage_work.groups.list` List groups of a library | List groups of a library. | read | `identity.group.list` 262 connectors | | `imanage_work.roles.list` List library roles | List library roles. | read | `identity.role.list` 184 connectors | | `imanage_work.folders.subfolders.create` Create a subfolder | Create a subfolder. | write | `content.folder.create` 62 connectors | | `imanage_work.workspaces.list` Search workspaces in a library | Search workspaces in a library. | read | `work.workspace.list` 50 connectors | | `imanage_work.folders.delete` Delete a folder | Delete a folder. | destructive | `content.folder.delete` 46 connectors | | `imanage_work.global_users.create` Create a user | Create a user. | write | `identity.user.create` 262 connectors | | `imanage_work.groups.create` Create a group | Create a group. | write | `identity.group.create` 205 connectors | | `imanage_work.roles.create` Create a library role | Create a library role. | write | `identity.role.create` 105 connectors | Try it ## Prompts to paste into Claude. Each one names the iManage Work actions it will call, so you know what it reads and what it changes before you send it. 1. Read read Who has access in iManage Work? List every user and their role. calls `imanage_work.users.list` 2. Write write Create a subfolder in iManage Work. Show me exactly what you will send before you save it. calls `imanage_work.folders.subfolders.create` Governance for iManage Work ## Destructive actions wait for a yes. 14 iManage Work actions are destructive. These are all of them: - Delete a folder `imanage_work.folders.delete` - Delete a document `imanage_work.documents.delete` - Delete a library role `imanage_work.roles.delete` - Delete a workspace `imanage_work.workspaces.delete` - Remove a related document `imanage_work.documents.related.remove` - Remove a document from a folder `imanage_work.folders.documents.remove` - Delete a workspace name-value pair `imanage_work.workspaces.name_value_pairs.delete` - Assign a role to a user `imanage_work.roles.users.add` - Delete a workspace tab `imanage_work.tabs.delete` - Delete a document type `imanage_work.types.delete` - Delete a document class `imanage_work.classes.delete` - Delete a lookup value `imanage_work.lookups.delete` - Delete a subclass `imanage_work.subclasses.delete` - Remove a role from a user `imanage_work.roles.users.remove` A destructive action runs only with `confirm: true`. Under the `human` policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after. do imanage_work.folders.delete confirm_policy: **human** Delete a folder? **intent:** the user asked me to delete a folder run suspended · waiting for a named person · key _imanage-work-agent_ cannot confirm itself In the console, or from an emailed signed link. a key for this connector ``` account { op: "keys.create", name: "imanage-work-agent", allowed_actions: ["imanage_work.*"], cap_calls: 2000, confirm_policy: "human_for_writes", approval_rules: [ { match: "imanage_work.folders.delete", approver: "lead@example.com" }, { match: "imanage_work.documents.delete", approver: "lead@example.com" }, { match: "imanage_work.roles.delete", approver: "lead@example.com" } ] } ``` Illustrative. Scoped to iManage Work only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person. Cost ## What iManage Work costs on actionlake. Every iManage Work action is one upstream call, the only thing actionlake bills. Searching, `check`, `cost`, `account` and any call iManage Work refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000. - 1 upstream call per action all 152 iManage Work actions - 152 actions page each page of a long list is one call - 65 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every iManage Work action. 152 actions by area: the id your agent calls, what it does, and its effect. **Documents 31** - `imanage_work.documents.checked_out.list` List checked-out documents read - `imanage_work.documents.checkout.create` Check out a document write - `imanage_work.documents.checkout.get` Get a document's checkout information read - `imanage_work.documents.checkout.update` Update a document's checkout write - `imanage_work.documents.copy` Copy a document write - `imanage_work.documents.declare` Declare a document as a record write - `imanage_work.documents.delete` Delete a document destructive - `imanage_work.documents.get` Get a document profile read - `imanage_work.documents.history.create` Add a document history entry write - `imanage_work.documents.history.list` List a document's history read - `imanage_work.documents.list` Search documents in a library read - `imanage_work.documents.list_all` Search documents across all libraries read - `imanage_work.documents.lock` Lock a document write - `imanage_work.documents.name_value_pairs.get` Get a document's name-value pairs read - `imanage_work.documents.name_value_pairs.replace` Replace a document's name-value pairs write - `imanage_work.documents.name_value_pairs.update` Update a document's name-value pairs write - `imanage_work.documents.operations.get` Get the operations allowed on a document read - `imanage_work.documents.path.get` Get a document's location path read - `imanage_work.documents.related.add` Relate documents to a document write - `imanage_work.documents.related.list` List a document's related documents read - `imanage_work.documents.related.remove` Remove a related document destructive - `imanage_work.documents.search` Search documents in a library (filter body) read - `imanage_work.documents.search_all` Search documents across all libraries (filter body) read - `imanage_work.documents.security.get` Get a document's security read - `imanage_work.documents.security.update` Update a document's security write - `imanage_work.documents.share` Share a document write - `imanage_work.documents.undeclare` Undeclare a document record write - `imanage_work.documents.unlock` Unlock a document write - `imanage_work.documents.update` Update a document profile write - `imanage_work.documents.versions.latest` Get a document's latest version read - `imanage_work.documents.versions.list` List a document's versions read **Folders 23** - `imanage_work.folders.children.list` List a folder's children read - `imanage_work.folders.delete` Delete a folder destructive - `imanage_work.folders.document_shortcuts.create` Add document shortcuts to a folder write - `imanage_work.folders.documents.list` List the documents in a folder read - `imanage_work.folders.documents.move` Move a document to another folder write - `imanage_work.folders.documents.remove` Remove a document from a folder destructive - `imanage_work.folders.folder_shortcuts.create` Add folder shortcuts to a folder write - `imanage_work.folders.get` Get a folder read - `imanage_work.folders.list` Search folders in a library read - `imanage_work.folders.list_all` Search folders across all libraries read - `imanage_work.folders.move` Move a folder write - `imanage_work.folders.name_value_pairs.get` Get a folder's name-value pairs read - `imanage_work.folders.name_value_pairs.update` Update a folder's name-value pairs write - `imanage_work.folders.operations.get` Get the operations allowed on a folder read - `imanage_work.folders.path.get` Get a folder's location path read - `imanage_work.folders.replace` Replace a folder's profile write - `imanage_work.folders.search` Search folders in a library (filter body) read - `imanage_work.folders.search_all` Search folders across all libraries (filter body) read - `imanage_work.folders.search_folders.create` Create a search folder in a folder write - `imanage_work.folders.security.get` Get a folder's security read - `imanage_work.folders.security.update` Update a folder's security write - `imanage_work.folders.subfolders.create` Create a subfolder write - `imanage_work.folders.update` Update a folder write **Workspaces 20** - `imanage_work.workspaces.children.list` List a workspace's children read - `imanage_work.workspaces.create` Create a workspace write - `imanage_work.workspaces.delete` Delete a workspace destructive - `imanage_work.workspaces.folders.create` Create a folder in a workspace write - `imanage_work.workspaces.get` Get a workspace read - `imanage_work.workspaces.list` Search workspaces in a library read - `imanage_work.workspaces.list_all` Search workspaces across all libraries read - `imanage_work.workspaces.name_value_pairs.add` Add name-value pairs to a workspace write - `imanage_work.workspaces.name_value_pairs.delete` Delete a workspace name-value pair destructive - `imanage_work.workspaces.name_value_pairs.get` Get a workspace's name-value pairs read - `imanage_work.workspaces.name_value_pairs.replace` Replace a workspace's name-value pairs write - `imanage_work.workspaces.name_value_pairs.update` Update a workspace's name-value pairs write - `imanage_work.workspaces.operations.get` Get the operations allowed on a workspace read - `imanage_work.workspaces.search` Search workspaces in a library (filter body) read - `imanage_work.workspaces.search_all` Search workspaces across all libraries (filter body) read - `imanage_work.workspaces.search_folders.create` Create a search folder in a workspace write - `imanage_work.workspaces.security.get` Get a workspace's security read - `imanage_work.workspaces.security.update` Update a workspace's security write - `imanage_work.workspaces.tabs.create` Create a tab in a workspace write - `imanage_work.workspaces.update` Update a workspace write **Roles 9** - `imanage_work.roles.create` Create a library role write - `imanage_work.roles.delete` Delete a library role destructive - `imanage_work.roles.get` Get a library role read - `imanage_work.roles.list` List library roles read - `imanage_work.roles.replace` Replace a library role write - `imanage_work.roles.update` Update a library role write - `imanage_work.roles.users.add` Assign a role to a user destructive - `imanage_work.roles.users.list` List the users holding a role read - `imanage_work.roles.users.remove` Remove a role from a user destructive **Tabs 8** - `imanage_work.tabs.children.list` List a tab's children read - `imanage_work.tabs.delete` Delete a workspace tab destructive - `imanage_work.tabs.folders.create` Create a folder in a tab write - `imanage_work.tabs.get` Get a workspace tab read - `imanage_work.tabs.replace` Replace a workspace tab's profile write - `imanage_work.tabs.security.get` Get a tab's security read - `imanage_work.tabs.security.update` Update a tab's security write - `imanage_work.tabs.update` Update a workspace tab write **Groups 7** - `imanage_work.groups.create` Create a group write - `imanage_work.groups.get` Get a group read - `imanage_work.groups.list` List groups of a library read - `imanage_work.groups.members.add` Add members to a group write - `imanage_work.groups.members.list` List a group's members read - `imanage_work.groups.members.replace` Replace a group's members write - `imanage_work.groups.update` Update a group write **Users 7** - `imanage_work.users.add` Add users to a library write - `imanage_work.users.get` Get a library user read - `imanage_work.users.groups.list` List a user's groups read - `imanage_work.users.list` List users of a library read - `imanage_work.users.replace` Replace a library user's settings write - `imanage_work.users.roles.list` List a user's roles read - `imanage_work.users.update` Update a library user write **Lookups 6** - `imanage_work.lookups.create` Create a lookup value write - `imanage_work.lookups.delete` Delete a lookup value destructive - `imanage_work.lookups.get` Get a lookup value read - `imanage_work.lookups.list` List lookup values of a custom field read - `imanage_work.lookups.replace` Update lookup values of a custom field write - `imanage_work.lookups.update` Update a lookup value write **Classes 5** - `imanage_work.classes.create` Create a document class write - `imanage_work.classes.delete` Delete a document class destructive - `imanage_work.classes.get` Get a document class read - `imanage_work.classes.list` List document classes read - `imanage_work.classes.update` Update a document class write **Subclasses 5** - `imanage_work.subclasses.create` Create a subclass write - `imanage_work.subclasses.delete` Delete a subclass destructive - `imanage_work.subclasses.get` Get a subclass read - `imanage_work.subclasses.list` List a class's subclasses read - `imanage_work.subclasses.update` Update a subclass write **Types 5** - `imanage_work.types.create` Create a document type write - `imanage_work.types.delete` Delete a document type destructive - `imanage_work.types.get` Get a document type read - `imanage_work.types.list` List document types read - `imanage_work.types.update` Update a document type write **Global users 4** - `imanage_work.global_users.create` Create a user write - `imanage_work.global_users.get` Get a user of the customer read - `imanage_work.global_users.list` List users of the customer read - `imanage_work.global_users.update` Update a user write **Recent documents 4** - `imanage_work.recent_documents.add` Add documents to the user's recent documents in a library write - `imanage_work.recent_documents.add_all` Add documents to the user's recent documents write - `imanage_work.recent_documents.list` List the user's recent documents in a library read - `imanage_work.recent_documents.list_all` List the user's recent documents across libraries read **Recent workspaces 4** - `imanage_work.recent_workspaces.add` Add workspaces to the user's recent workspaces in a library write - `imanage_work.recent_workspaces.add_all` Add workspaces to the user's recent workspaces write - `imanage_work.recent_workspaces.list` List the user's recent workspaces in a library read - `imanage_work.recent_workspaces.list_all` List the user's recent workspaces across libraries read **Captions 3** - `imanage_work.captions.get` Get a profile field caption read - `imanage_work.captions.list` List profile field captions read - `imanage_work.captions.update` Update a profile field caption write **Library 3** - `imanage_work.library.metadata.get` Get library profile metadata read - `imanage_work.library.operations.get` Get the operations allowed in a library read - `imanage_work.library.trustees.list` Search users and groups (trustees) read **Search folders 3** - `imanage_work.search_folders.get` Get a search folder read - `imanage_work.search_folders.replace` Replace a search folder write - `imanage_work.search_folders.update` Update a search folder write **Templates 3** - `imanage_work.templates.create` Create a workspace template write - `imanage_work.templates.list` List workspace templates read - `imanage_work.templates.update` Update a workspace template write **Discovery 1** - `imanage_work.discovery.get` Get API discovery and the signed-in user read **Libraries 1** - `imanage_work.libraries.list` List libraries the user can access read Questions ## The iManage Work MCP server, answered. **Is there an iManage Work MCP server for Claude?** Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 152 iManage Work actions across documents, folders, workspaces and roles, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by iManage Work. **What do I need to connect iManage Work?** Your own iManage Work OAuth app, registered with iManage Work (its client id and client secret), and the access and refresh tokens from one admin sign-in. actionlake has no iManage Work app of its own, so this is not a one-step consent. actionlake renews the access token as it expires. Plus your customer id, your host and your library id. The free call account { op: "connections.requirements", service: "imanage_work" } lists exactly what to paste. **Can an AI agent delete or change things in iManage Work?** Only if its key allows it, and only with an explicit confirmation. 14 iManage Work actions are destructive, including delete a folder, delete a document and delete a library role. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it. **Will an AI agent use up my iManage Work API limit?** actionlake paces every call to the limits in the iManage Work service file: 300 calls a minute per connection. Repeated reads are answered from cache (65 iManage Work actions can be), which never reaches iManage Work. **What does an iManage Work action cost?** One upstream call, the only unit actionlake bills. A list that pages bills one call per page (152 iManage Work actions page). Cache hits, searches, dry runs and calls iManage Work refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000. **Which iManage Work API does it cover?** The iManage Work Universal API v2 (REST, /work/api/v2) at your iManage Work instance's API base URL, which you enter when connecting. It is built from iManage Work's documentation as read on 23 October 2026. 152 actions in 20 areas, each one in the signed service file (version 1.0.0). **Does actionlake keep my iManage Work data, and where?** actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your iManage Work credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models. **Which AI clients can use it?** Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names. ## More connectors like iManage Work Shares the most action names with - [Guesty 7](https://actionlake.com/connectors/guesty) - [Cloudbeds 2](https://actionlake.com/connectors/cloudbeds) - [Domain 1](https://actionlake.com/connectors/domain) Joins with, on shared entities - [Filevine 5](https://actionlake.com/connectors/filevine) - [Adobe Frame.io (V4) 5](https://actionlake.com/connectors/adobe-frame-io-v4) - [Rubrik Security Cloud 4](https://actionlake.com/connectors/rubrik-security-cloud) - [Cloudflare 4](https://actionlake.com/connectors/cloudflare) - [Delinea Secret Server 4](https://actionlake.com/connectors/delinea-secret-server) - [authentik 4](https://actionlake.com/connectors/authentik) Browse - [All Industry connectors](https://actionlake.com/connectors/category/industry) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) actionlake is independent. It is not made or endorsed by iManage Work; the name is the vendor's own. Counts are from the iManage Work service file, version 1.0.0. ## Give your agent iManage Work today. [Connect iManage Work free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/imanage-work More: https://actionlake.com/llms.txt