Project Management Guide
Master project management in MigrateForce - from dashboard navigation to advanced workflows and team collaboration.
🏠 Dashboard Overview
Understanding Your Dashboard
The MigrateForce dashboard is your central hub for managing REST to MCP migration projects. It provides a comprehensive view of your work, statistics, and quick access to all features.
Project Dashboard
Total Projects
Active
Completed
Tools Generated
Recent Projects
Dashboard Statistics
Your dashboard provides key metrics to track your migration progress:
Project Metrics
- • Total projects created
- • Active vs completed ratio
- • Average completion time
- • Monthly project trends
Migration Analytics
- • Total tools generated
- • API endpoints processed
- • Success rate statistics
- • Most used API patterns
Recent Projects Section
The recent projects section shows your last 5 active projects for quick access. Each project card displays:
- Project name and description
- Status indicator (Active, Completed, Draft, Archived)
- Last modified timestamp
- Quick actions menu for common operations
- Progress indicators for ongoing migrations
📁 Managing Projects
Project List View
Access your complete project list by clicking "View All Projects" from the dashboard or using the navigation menu. The list view provides powerful management capabilities:
Payment Gateway API
Stripe REST to MCP migration
Filtering Projects
Use filters to quickly find specific projects:
Filter by Status
Filter by Date
Sorting Options
Sort your projects by:
- Name (A-Z or Z-A)
- Date created (Newest or Oldest first)
- Last modified (Recent activity)
- Status (Group by project status)
- Size (Number of endpoints)
- Progress (Completion percentage)
Project Statuses
Draft Status
Initial project state. OpenAPI spec uploaded but mappings not configured.
Active Status
Project is being actively worked on. Mappings configured, ready for code generation.
Completed Status
MCP server code has been generated and downloaded successfully.
Archived Status
Project archived for reference. Can be restored anytime.
🛠️ Project Operations
Creating a New Project
Click "New Project"
Available from dashboard or project list view
Choose Project Type
REST API to MCP
Upload OpenAPI spec
From Template
Start with predefined template
Configure Project Details
Pro Tip
Editing Projects
To edit an existing project:
- Navigate to the project from your dashboard or project list
- Click the edit button or project settings
- Modify project details:
- Project name and description
- API endpoint mappings
- Authentication settings
- Advanced configurations
- Save changes (auto-save is enabled for most operations)
Duplicating Projects
Duplicating a project is useful when creating similar migrations or testing variations:
Duplication Options
Archiving Projects
Archive projects to:
- Clean up your active project list
- Preserve completed work for reference
- Maintain project history without deletion
About Archiving
Deleting Projects
Deletion Warning
- • OpenAPI specifications
- • Tool mappings
- • Generated code history
- • Project configurations
To delete a project:
- Open the project menu (three dots)
- Select "Delete Project"
- Type the project name to confirm
- Click "Delete Permanently"
🔄 Project Workflows
Standard Migration Workflow
Standard REST to MCP Migration Flow
Upload API
OpenAPI Spec
Configure
Map Tools
Generate
MCP Server
Download
Deploy Code
Iterative Development Workflow
For complex APIs, use an iterative approach:
Phase 1: Core Endpoints
Start with essential endpoints. Map and test core functionality first.
Phase 2: Extended Features
Add secondary endpoints. Refine tool descriptions based on testing.
Phase 3: Optimization
Fine-tune configurations. Add advanced features and error handling.
Team Collaboration Workflow
When working with a team:
API Owner
- • Uploads OpenAPI spec
- • Validates endpoints
- • Approves mappings
Developer
- • Configures mappings
- • Tests generated code
- • Implements custom logic
Reviewer
- • Reviews tool names
- • Validates descriptions
- • Tests integration
Collaboration Best Practice
🏷️ Project Organization
Naming Conventions
Establish consistent naming patterns for better organization:
Good Naming Examples
- •
stripe-payments-api-mcp - •
weather-service-v2-migration - •
internal-crm-rest-to-mcp - •
ecommerce-catalog-api-2024
Poor Naming Examples
- •
project1 - •
test - •
api migration - •
New Project (2)
Using Descriptions Effectively
Project descriptions should include:
## Project: E-commerce Catalog API Migration
**API Version**: v2.3.0
**Target Environment**: Production
**Priority**: High
### Overview
Migration of our main product catalog REST API to MCP format for AI assistant integration.
### Special Considerations
- Custom authentication headers required
- Rate limiting: 1000 requests/hour
- Pagination implemented on all list endpoints
### Team
- API Owner: @jane.smith
- Developer: @john.doe
- Reviewer: @sarah.jones
### Notes
- Exclude deprecated endpoints (marked in OpenAPI spec)
- Focus on read operations for initial releaseProject Tags and Categories
Organize projects with tags:
Suggested Tag Categories
By API Type
By Priority
By Environment
📋 Project Details View
Overview Tab
The overview tab provides a comprehensive summary of your project:
Project Information
Project Name
E-commerce Catalog API
Status
ActiveCreated
Nov 15, 2024
Last Modified
2 hours ago
API Statistics
42
Total Endpoints
38
Mapped Tools
4
Excluded
90%
Complete
Mappings Tab
The mappings tab shows all REST endpoints and their corresponding MCP tool configurations:
- Endpoint list with HTTP methods and paths
- Tool names (editable)
- Descriptions (editable)
- Include/Exclude toggles
- Parameter mappings (view and edit)
- Bulk selection for group operations
Configuration Tab
Advanced settings for your MCP server:
Authentication Settings
Server Configuration
Generate Tab
Final step to create your MCP server code:
- Review summary of all configurations
- Generation options (language, framework)
- Include options (tests, documentation, Docker)
- Download button for generated code
- Generation history with previous downloads
📦 Bulk Operations
Selecting Multiple Projects
Use checkboxes in the project list to select multiple projects for bulk operations:
Available Bulk Actions
Organization Actions
- Archive selected projects
- Add or remove tags
- Move to category
Data Actions
- Export project data
- Duplicate projects
- Delete permanently
⚡ Productivity Tips
Keyboard Shortcuts
| Shortcut | Action | Context |
|---|---|---|
| ⌘ K | Quick search | Global |
| N | New project | Dashboard/List |
| ⌘ D | Duplicate project | Project view |
| ⌘ S | Save changes | Edit mode |
| G then D | Go to dashboard | Global |
Quick Filters
Save time with predefined quick filters:
Search Tips
Advanced Search Operators
- •
status:active- Find active projects - •
tag:payment- Search by tag - •
created:>2024-01-01- Date filters - •
endpoints:>50- By endpoint count - •
"exact phrase"- Exact match search
✨ Best Practices
Project Management Excellence
Maintain Clear Documentation
Use project descriptions to document decisions, special configurations, and any deviations from standard patterns.
Regular Progress Reviews
Schedule weekly reviews of active projects. Update statuses and archive completed work to maintain a clean workspace.
Consistent Naming Conventions
Establish and follow naming patterns that include API name, version, and purpose for easy identification.
Version Control Integration
Link projects to git repositories. Include commit hashes or tags in project descriptions for traceability.
Team Collaboration
Collaboration Guidelines
Communication
- • Use project descriptions for team notes
- • Tag team members in comments
- • Document decisions and rationale
- • Share project links, not screenshots
Workflow
- • Assign clear ownership
- • Use status updates regularly
- • Review before generation
- • Test generated code together
Performance Optimization
Keep Your Dashboard Fast
- • Archive completed projects regularly
- • Use filters instead of scrolling through long lists
- • Limit dashboard widgets to essential metrics
- • Clean up draft projects that won't be completed
🔧 Troubleshooting
Common Issues and Solutions
Project Won't Load
Project stays in loading state or shows error
Solutions:
- • Refresh the page (Cmd/Ctrl + R)
- • Check your internet connection
- • Clear browser cache
- • Try incognito/private mode
Changes Not Saving
Edits to project or mappings don't persist
Solutions:
- • Check for save confirmation message
- • Ensure you have edit permissions
- • Look for validation errors
- • Try manual save (Cmd/Ctrl + S)
Missing Projects
Can't find previously created projects
Solutions:
- • Check archive folder
- • Remove active filters
- • Use search with project name
- • Verify correct account/workspace
Performance Issues
Slow Dashboard Performance?
Try these steps:
- 1. Archive or delete unused projects
- 2. Use pagination instead of loading all projects
- 3. Disable browser extensions temporarily
- 4. Update to latest browser version
- 5. Check system resources (RAM/CPU usage)
Data Recovery
Accidentally Deleted a Project?
Unfortunately, deleted projects cannot be recovered. However:
- • Check if you have the OpenAPI spec saved locally
- • Look for generated code in your downloads
- • Contact support within 24 hours for potential recovery
- • Consider using archive instead of delete in the future
Getting Help
Need additional assistance with project management?
Next: Learn about REST to MCP Migration to start converting your APIs.