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Pega DX API

Integrates with Pega Infinity's DX APIs to enable conversational case management and workflow automa...

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Updated Sep 9, 2025
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Automation Developer Tools
Integrates with Pega Infinity's DX APIs to enable conversational case management and workflow automation through OAuth2 authentication, supporting case creation and retrieval, assignment management, file attachments, bulk actions, and data querying with filtering and aggregation across Pega's enterprise platform.

To configure the Pega DX MCP Server, you'll need to obtain the following environment variables:

  • PEGA_BASE_URL
  • PEGA_CLIENT_ID
  • PEGA_CLIENT_SECRET

Follow these steps to acquire these values:

  1. Access Pega Dev Studio:

    • Log in to your Pega Infinity instance as an administrator.
    • Navigate to Dev Studio.

  2. Create an OAuth 2.0 Client Registration:

    • In the navigation pane, go to Records > Security > OAuth 2.0 Client Registration.
    • Click Create to add a new client registration.
    • Fill in the following details:
      • Name: Enter a unique name for the client registration (e.g., PegaDXMCPClient).
      • Description: Provide a brief description (optional).
    • Click Create and open.

  3. Configure Client Information:

    • In the Client Information tab, note the following:
      • Client ID: This is the unique identifier for your client.
      • Client Secret: This is the password assigned to the client.
    • Click View & download to see the client secret. Download and securely store the credentials, as the client secret will not be displayed again.

  4. Set Supported Grant Types:

    • In the Supported grant types section, select Client credentials.
    • In the Operator ID field, select an operator that the application will use to authorize the OAuth 2.0 client.

  5. Define Token Lifetimes:

    • In the Token lifetime section, set the desired lifetimes for the authorization code, access token, and refresh token. Default values are:
      • Authorization code lifetime: 600 seconds
      • Access token lifetime: 3600 seconds
      • Refresh token lifetime: 86400 seconds

  6. Save the Client Registration:

    • Click Save to finalize the client registration.

  7. Retrieve the Base URL:

    • The PEGA_BASE_URL is the URL of your Pega Infinity instance (e.g., https://your-pega-instance.com).

  8. Configure Environment Variables:

    • In your MCP client's configuration, set the environment variables as follows:

      {
  "PEGA_BASE_URL": "https://your-pega-instance.com",
  "PEGA_CLIENT_ID": "your-client-id",
  "PEGA_CLIENT_SECRET": "your-client-secret"
}

    • Replace "your-client-id" and "your-client-secret" with the values obtained from the OAuth 2.0 Client Registration.

By completing these steps, you'll have the necessary environment variables configured for the Pega DX MCP Server.

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