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Reading Alga PSA projects for status reporting: projects by client, status or search; phases; tasks per project or phase; the ordered task status columns (project_status_mapping_id) a project or phase uses; and time logged against project tasks. Covers that the project status

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msp-claude-plugins
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$ npx -y skills add wyre-ai/msp-claude-plugins --skill project-status --agent claude-code

SKILL.md

project-status.SKILL.md
name: "Alga PSA Project Status"
description: >
  Reading Alga PSA projects for status reporting: projects by client,
  status or search; phases; tasks per project or phase; the ordered task
  status columns (project_status_mapping_id) a project or phase uses; and
  time logged against project tasks. Covers that the project status filter
  takes a status UUID, not a name. Read-only.
when_to_use: >-
  When reporting on Alga PSA project progress, finding overdue or stuck
  project tasks, or preparing a project status update for a client. Use
  when: alga projects, alga project status, alga project tasks, alga
  phases, alga onboarding project, alga project report.

Alga PSA Project Status

Overview

MSPs run onboarding, migrations and hardware refreshes as Alga projects. A project lead wants to know which phases are done, which tasks are stuck, and what to tell the client. Every tool here is a read and none is admin-gated in Conduit; moving tasks, changing status or reassigning happens in Alga.

Key Concepts

  • **Project** → **phases** → **tasks**. Phases and tasks are not paginated: one call

returns them all.

  • **Task status columns**: `alga_projects_task_status_mappings_list` returns the status

columns a project uses, in board order, each with its `project_status_mapping_id`. With `phase_id` you get the phase's own columns, or the project's when the phase has none. Use it to turn a task's mapping ID into a readable status and to know which column is last (done).

  • **Project status** (the project as a whole) is a separate status list:

`alga_statuses_list` with `type` project.

Common Workflows

Status report for one project

1. Find it: `alga_projects_list` with `client_id` or `search`, then `alga_projects_get`. 2. `alga_projects_phases_list` with the `project_id`. 3. `alga_projects_task_status_mappings_list` with the `project_id` and each phase's `phase_id` to get that phase's column order and names (a phase without its own columns returns the project's). 4. `alga_projects_tasks_list` with the `project_id` (add `phase_id` for one phase). Bucket tasks by status column. 5. Per phase: tasks done vs total, tasks in progress, and tasks past their due date that are not in the final column. `alga_projects_tasks_get` for detail on a blocker. 6. Optional effort view: `alga_time_entries_list` with `work_item_type` project_task and the task's `work_item_id`. 7. Write it up: overall state, per-phase progress, blockers with owners, next milestones. Keep internal remarks out of a client-facing version.

Portfolio view

1. `alga_statuses_list` with `type` project to get the status IDs. 2. `alga_projects_list` with `status` set to the in-progress status ID (a UUID), sorted by `end_date`. Page to the end. 3. Flag projects whose `end_date` has passed, then drill into the worst few with the single-project workflow.

Gotchas

  • The `status` filter on `alga_projects_list` must be a status UUID from

`alga_statuses_list`. A status name is rejected.

  • Phase task lists can be large. If a result comes back truncated, filter by `phase_id`

instead of pulling the whole project.

  • Task status meaning comes from the mapping list, not from the task row alone; fetch

the mappings before labelling tasks.

  • Owners are user IDs. Resolve them with `alga_users_get` or `alga_users_list`.

Related Skills

  • [api-patterns](../api-patterns/SKILL.md)
  • [client-review](../client-review/SKILL.md)
Read more
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Which coding agents can use project-status?
project-status installs in Claude Code, Codex, Cursor, Gemini CLI, GitHub Copilot, OpenCode and Windsurf with the skills CLI, using each agent's flag shown on this page. Flowy's auto-invocation, which fires a skill when your prompt matches, runs in Claude Code only.