tdx-assets

name	tdx-assets
description	Look up staff devices, assets, and locations in TeamDynamix (TDX). Given a list of names, emails, or partial identifiers, resolve each person and return the assets assigned to them with location, model, ownership type, and status. Read-only.
disable-model-invocation	false
permissions	{"tools":{"allow":["http_request"]},"credentials":{"allow":["tdx-api"]},"egress":{"mode":"allowlist","domains":["your-tenant.teamdynamix.com"]},"http":{"post_paths":["https://your-tenant.teamdynamix.com/TDWebApi/api/APPID/assets/search"]},"inference":{"allow":["*"]}}

TeamDynamix staff asset lookup

Look up the devices and locations assigned to staff in TeamDynamix. The operator gives you a list of people (names, emails, or partial identifiers, often messy); you resolve each to a TDX person, pull the assets assigned to them, and return one table plus a section for names you could not resolve cleanly.

Authentication

Every request uses the http_request tool with credential: tdx-api. The tool injects that credential host-side as the Authorization: Bearer header; you never see the token value and must not put credentials in a request body or a header yourself. There is no login step in this skill: the tdx-api credential is already a TDX bearer token the operator minted and stored.

If any call returns HTTP 401, the token has expired. Stop immediately, do not retry, and tell the operator: "The tdx-api credential has expired; refresh it (see INSTALL.md) and run again." You cannot re-authenticate from inside this skill.

Steps

1. Resolve each person. For each input identifier, call http_request:

   • method GET
   • url https://your-tenant.teamdynamix.com/TDWebApi/api/people/lookup?searchText=<url-encoded identifier>&maxResults=10
   • credential tdx-api

   The response is a JSON array of User objects. people/lookup returns the identity fields you need (UID, FullName, PrimaryEmail, LocationName, IsActive); it omits collection properties (Attributes among them) that this skill does not use. Prefer entries with IsActive: true. Then:

   • Exactly one active match → resolved. Keep UID, FullName, PrimaryEmail.
   • More than one plausible match → ambiguous. Do not auto-pick. Add the candidates (FullName, PrimaryEmail, UID) to the "Needs confirmation" section and move on.
   • No match → add the original identifier to the "Could not resolve" section. Never silently drop an input.

2. Pull assets per resolved person. For each resolved UID, call http_request:

   • method POST
   • url https://your-tenant.teamdynamix.com/TDWebApi/api/APPID/assets/search
   • credential tdx-api
   • body {"OwningCustomerIDs": ["<UID>"], "MaxResults": 100}

   The response is a JSON array of Asset objects. Asset search does not return the Attributes collection (custom attributes): you get base fields only, so location, model, ownership, and status come from this response, but the inventory date does not (step 3).

3. Fetch inventory detail only when it is in play, and cap it. The "Last inventory date" column comes from a tenant custom attribute in Attributes[], which asset search omits. Fetch it per asset only when the inventory column is actually needed: the operator configured the attribute (see INSTALL.md) or the user asked for inventory dates. When it is needed, for each asset up to a cap of 25 detail fetches per run, call http_request:

   • method GET
   • url https://your-tenant.teamdynamix.com/TDWebApi/api/APPID/assets/<asset ID>
   • credential tdx-api

   The response is a single Asset with Attributes[] populated. Read the configured attribute by Name; use its ValueText (or Value).

   • If the inventory column is not in play, write "not available".
   • If the tenant has no such attribute or it is empty, write "not available".
   • If you reach the 25-fetch cap, write "not available (not fetched, over cap)" for the remaining assets rather than issuing more requests. Both searches are rate-limited (60 requests per 60 seconds per IP); do not fan out unbounded detail fetches.

4. Emit one table, one row per (person, asset):

   Person (input)	Resolved match	Location	Asset model	Ownership type	Last inventory date

   • Resolved match = FullName (PrimaryEmail).
   • Location = LocationName, plus LocationRoomName when present.
   • Asset model = ProductModelName.
   • Ownership type = "Person" when OwningCustomerName is set; "Department" when only OwningDepartmentName is set.
   • Last inventory date = the value from step 3, or one of the "not available" forms above. Do not invent a date.
   • A resolved person with zero assets gets one row with the asset columns blank and a note "no assets found".

5. Then two sections below the table:

   • Needs confirmation: ambiguous people, with their candidates, for the operator to disambiguate. Do not pick for them.
   • Could not resolve: input identifiers with no match, listed verbatim so nothing is lost.

Errors and limits

• 401 → stop and ask for a token refresh (above). One occurrence ends the run.
• 429 → TDX rate-limits these endpoints (60 requests per 60 seconds per IP for the searches). Wait a few seconds and retry that one call once; if it is still 429, stop and report that TDX is rate-limiting. The 25-fetch detail cap in step 3 exists to keep large lists from triggering this.
• Any other non-2xx on a person's call → skip that person, note the status in "Could not resolve", and continue with the rest.
• Missing custom attributes → "not available", never an error.

Read-only

This skill reads only; it never calls a create, update, or delete endpoint. Read-only rests on two things: the tool refuses every write verb (only GET, HEAD, and the one declared search POST are allowed), and the TDX endpoints this skill uses are side-effect-free reads. Note that a GET to any path on the bound TDX host carries the credential; this skill confines itself by instruction to people/lookup, assets/search (POST), and assets/<id>, and the operator's egress allowlist confines every request to their TDX host.