Modules

Modules package app-plane resources, scopes, API routes, and MCP tools. Workspace owners and admins enable modules from the control plane before credentials can use them.

Control-plane enforcement

Every REST route and MCP tool belongs to a module. A request succeeds only when:

  1. The credential resolves to an active tenant and workspace.
  2. The workspace has the module enabled.
  3. The credential includes the route or tool's required scope.
  4. Billing and workspace policy allow the operation.

New API keys and MCP clients cannot request scopes for modules that are disabled in the workspace. Disabling a module prevents future route and tool execution for that module without changing records stored in other modules.

App-plane resources

Current app-plane modules are Activity Log, Tasks, CRM, Support, CMS, Files and Media, Integrations, Analytics Governance, Data & Insights, Projects, Products, Calendar, Notifications, Slab5 Data Agents, AgentGrid, Workspace Assistant, and Slab5 Guide. They share tenant/workspace isolation, audit events, usage events, request IDs, idempotent write behavior where supported, and structured error envelopes.

Use REST for apps and integrations. Use MCP for agents. Both surfaces operate on the same app-plane records after passing the same control-plane checks.

Custom fields

Several exposed app-plane resources support queryable custom_fields JSON. Use these fields for workspace-specific metadata such as segment, product area, source campaign, SLA policy, region, record owner, lifecycle stage, or implementation risk.

Do not store secrets, raw credentials, payment card data, or unrestricted personal data in custom_fields. They are intended for structured filtering and workflow metadata, not as a general document store.

Module contract

Activity Log

MVP

Append and search workspace activity for calls, emails, meetings, notes, and agent actions.

Scopes

activity:readactivity:write

MCP tools

log_activitysearch_activity

Tasks

MVP

Create, list, and complete follow-up tasks for human and agent workflows.

Scopes

tasks:readtasks:write

MCP tools

create_tasklist_taskscomplete_taskupdate_task

CRM

MVP

Manage leads, contacts, companies, deal stages, deals, invoices, payments, and basic accounting through REST and MCP.

Scopes

crm:readcrm:write

MCP tools

create_contactsearch_contactscreate_companysearch_companiescreate_leadlist_leadsconvert_leadcreate_deal_stagelist_deal_stagescreate_dealupdate_deal_stageupdate_dealcreate_invoicelist_invoicesrecord_paymentcreate_accounting_accountlist_accounting_accountscreate_journal_entrylist_journal_entries

Support

MVP

Manage support queues, tickets, conversations, internal notes, assignments, priorities, customer links, and SLA targets through REST and MCP.

Scopes

support:readsupport:write

MCP tools

create_support_queuelist_support_queuescreate_support_ticketlist_support_ticketsupdate_support_ticketadd_support_ticket_messagelist_support_ticket_messagesadd_support_ticket_commentlist_support_ticket_comments

CMS

MVP

AI-native content and marketing operations for sites, collections, pages, articles, blog posts, social posts, campaigns, revisions, and publishing states.

Scopes

cms:readcms:write

MCP tools

create_collectioncreate_cms_sitelist_cms_sitescreate_entrysearch_entriesupdate_entry_statusupdate_entrycreate_marketing_campaignlist_marketing_campaignscreate_marketing_postlist_marketing_posts

Files, Media, and Content Storage

MVP

Workspace-scoped asset metadata and signed upload/download URL flows for documents, images, videos, and attachments.

Scopes

assets:readassets:write

MCP tools

create_asset_upload_intentcomplete_asset_uploadsearch_assetsget_asset_download_urlarchive_asset

Webhooks, Events, and Integrations

MVP

Signed webhook subscriptions, integration event catalog, delivery logs, and bounded retry state.

Scopes

integrations:readintegrations:write

MCP tools

list_integration_event_typesregister_integration_event_typecreate_webhook_endpointlist_webhook_endpointsupdate_webhook_endpointsend_test_webhook_eventlist_webhook_deliveries

Analytics Governance

MVP

Tracking-plan governance for events, properties, owners, validation rules, and change history.

Scopes

analytics:readanalytics:write

MCP tools

define_eventlist_eventsdefine_propertyvalidate_event

Product Analytics and BI

Experimental

Provider-neutral dashboards, reports, datasets, metrics, queries, exports, and scheduled BI artifacts backed by local workspace data.

Scopes

bi:readbi:write

MCP tools

list_bi_dashboardscreate_bi_dashboardlist_bi_reportscreate_bi_reportlist_bi_datasetscreate_bi_datasetlist_bi_metricscreate_bi_metricrun_bi_querycreate_bi_exportupdate_bi_objectarchive_bi_object

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