AI agents for Deltek Vantagepoint

Query a hub

Lists records of a hub (firm, contact, project, employee, activity) with the fields you name (fieldFilter, like Name,Status,ClientID), a sort.

Read a record

Reads one record of a hub by its key: a firm's ClientID, a contact's ContactID, a project's WBS1 (like 2003005.00), an employee number, or an ActivityID.

Find firms

Finds firms (clients, vendors and prospects) whose name contains a text.

Find contacts

Finds contacts whose last name, first name, email or company contains a text.

Find projects

Finds projects (and their phases and tasks) whose name, long name or project number (WBS1) contains a text.

Find employees

Finds employees whose last name, first name, email or employee number contains a text, without pay data.

Read a list

Reads the valid values of a Vantagepoint list (code table), like CFGActivityType, CFGProjectStatus, CFGClientCurrentStatus or CFGPrefix, to fill a field correctly.

Create a contact

Creates a contact with a last name and optionally a first name, title, email, phone, mobile, the firm they work at (its ClientID) and address.

Log an activity

Creates an activity (a call, meeting, email, task …; the type names come from "Read a list" CFGActivityType) with a subject, start and end times and notes, linked to a contact, firm and/or project.

Create a record

Creates a record in a hub from its field values, like a firm {"Name".

Update a record

Writes field values to one record of a hub by its key (ClientID, ContactID, project WBS1, employee number or ActivityID); only the fields given change, like {"Status".