MCP tools

Slab5 MCP tools expose business actions for agents. Tools are not raw database operations; they are tenant-scoped, permissioned, validated, audited operations over the same backend contract as the REST API.

Tool contract

Every MCP tool declares:

  • A stable tool name.
  • The product module it belongs to.
  • Required permission scopes.
  • A strict JSON input schema.
  • An example prompt, example JSON input, and example response.
  • An equivalent REST API operation.
  • Common structured errors.

Write safety

Write tools should be idempotent and auditable. When an agent creates or updates business state, Slab5 must record the workspace, actor, tool name, resource, status, request ID, usage event, and audit event.

Tools that may have higher operational impact can expose a dry_run input. Use dry_run when a tool supports previewing changes before applying them.

Narrow write tools such as complete_task, update_deal_stage, and update_entry_status are deprecated rather than removed. They remain callable for compatibility, but new agents should use update_task, update_deal, and update_entry.

Update examples

Use the generic update tools when an agent may change more than one field on an existing resource.

Update a task status and completion note:

{
  "jsonrpc": "2.0",
  "id": "update-task-1",
  "method": "tools/call",
  "params": {
    "name": "update_task",
    "arguments": {
      "task_id": "task_123",
      "status": "completed",
      "completed_note": "Jane replied and confirmed the next call."
    }
  }
}

Update a deal amount, currency, and pipeline stage:

{
  "jsonrpc": "2.0",
  "id": "update-deal-1",
  "method": "tools/call",
  "params": {
    "name": "update_deal",
    "arguments": {
      "deal_id": "deal_123",
      "stage": "proposal",
      "amount_cents": 750000,
      "currency": "USD"
    }
  }
}

Update CMS entry content and move it to review:

{
  "jsonrpc": "2.0",
  "id": "update-entry-1",
  "method": "tools/call",
  "params": {
    "name": "update_entry",
    "arguments": {
      "entry_id": "ent_123",
      "title": "AI follow-up workflows",
      "fields": {
        "slug": "ai-follow-up-workflows",
        "body": "Updated draft content..."
      },
      "status": "review"
    }
  }
}

Register an asset upload for a CMS entry:

{
  "jsonrpc": "2.0",
  "id": "asset-upload-1",
  "method": "tools/call",
  "params": {
    "name": "create_asset_upload_intent",
    "arguments": {
      "asset_type": "image",
      "file_name": "case-study-hero.png",
      "mime_type": "image/png",
      "related_resource_type": "cms_entry",
      "related_resource_id": "ent_123"
    }
  }
}

Tool reference

ToolModuleScopesAPI equivalent
create_contactcrm
crm:write
POST /v1/contacts
search_contactscrm
crm:read
GET /v1/contacts
create_companycrm
crm:write
POST /v1/companies
search_companiescrm
crm:read
GET /v1/companies
create_leadcrm
crm:write
POST /v1/leads
list_leadscrm
crm:read
GET /v1/leads
convert_leadcrm
crm:write
POST /v1/leads/{lead_id}/convert
create_deal_stagecrm
crm:write
POST /v1/deal-stages
list_deal_stagescrm
crm:read
GET /v1/deal-stages
create_dealcrm
crm:write
POST /v1/deals
update_deal_stagecrm
crm:write
PATCH /v1/deals/{deal_id}
update_dealcrm
crm:write
PATCH /v1/deals/{deal_id}
create_invoicecrm
crm:write
POST /v1/invoices
list_invoicescrm
crm:read
GET /v1/invoices
record_paymentcrm
crm:write
POST /v1/payments
create_accounting_accountcrm
crm:write
POST /v1/accounting/accounts
list_accounting_accountscrm
crm:read
GET /v1/accounting/accounts
create_journal_entrycrm
crm:write
POST /v1/accounting/journal-entries
list_journal_entriescrm
crm:read
GET /v1/accounting/journal-entries
create_tasktasks
tasks:write
POST /v1/tasks
list_taskstasks
tasks:read
GET /v1/tasks
complete_tasktasks
tasks:write
PATCH /v1/tasks/{task_id}
update_tasktasks
tasks:write
PATCH /v1/tasks/{task_id}
log_activityactivity_log
activity:write
POST /v1/activities
search_activityactivity_log
activity:read
GET /v1/activities
get_record_historyactivity_log
audit:read
GET /v1/history
create_notecrm
crm:write
POST /v1/notes
list_notescrm
crm:read
GET /v1/notes
update_notecrm
crm:write
PATCH /v1/notes/{note_id}
archive_notecrm
crm:write
DELETE /v1/notes/{note_id}
create_support_queuesupport
support:write
POST /v1/support/queues
list_support_queuessupport
support:read
GET /v1/support/queues
create_support_ticketsupport
support:write
POST /v1/support/tickets
list_support_ticketssupport
support:read
GET /v1/support/tickets
update_support_ticketsupport
support:write
PATCH /v1/support/tickets/{ticket_id}
add_support_ticket_messagesupport
support:write
POST /v1/support/tickets/{ticket_id}/messages
list_support_ticket_messagessupport
support:read
GET /v1/support/tickets/{ticket_id}/messages
add_support_ticket_commentsupport
support:write
POST /v1/support/tickets/{ticket_id}/comments
list_support_ticket_commentssupport
support:read
GET /v1/support/tickets/{ticket_id}/comments
create_collectioncms
cms:write
POST /v1/cms/collections
create_cms_sitecms
cms:write
POST /v1/cms/sites
list_cms_sitescms
cms:read
GET /v1/cms/sites
create_entrycms
cms:write
POST /v1/cms/entries
search_entriescms
cms:read
GET /v1/cms/entries
update_entry_statuscms
cms:write
PATCH /v1/cms/entries/{entry_id}
update_entrycms
cms:write
PATCH /v1/cms/entries/{entry_id}
create_marketing_campaigncms
cms:write
POST /v1/marketing/campaigns
list_marketing_campaignscms
cms:read
GET /v1/marketing/campaigns
create_marketing_postcms
cms:write
POST /v1/marketing/posts
list_marketing_postscms
cms:read
GET /v1/marketing/posts
create_asset_upload_intentassets
assets:write
POST /v1/assets
complete_asset_uploadassets
assets:write
POST /v1/assets/{asset_id}/complete
search_assetsassets
assets:read
GET /v1/assets
get_asset_download_urlassets
assets:read
GET /v1/assets/{asset_id}
archive_assetassets
assets:write
DELETE /v1/assets/{asset_id}
define_eventanalytics_governance
analytics:write
POST /v1/analytics/events
list_eventsanalytics_governance
analytics:read
GET /v1/analytics/events
define_propertyanalytics_governance
analytics:write
POST /v1/analytics/properties
validate_eventanalytics_governance
analytics:read
POST /v1/analytics/events/validate
create_tracking_plananalytics_governance
analytics:write
POST /v1/analytics/tracking-plans
list_tracking_plansanalytics_governance
analytics:read
GET /v1/analytics/tracking-plans
update_tracking_plananalytics_governance
analytics:write
PATCH /v1/analytics/tracking-plans/{tracking_plan_id}
archive_tracking_plananalytics_governance
analytics:write
DELETE /v1/analytics/tracking-plans/{tracking_plan_id}
list_integration_event_typesintegrations
integrations:read
GET /v1/integrations/events
register_integration_event_typeintegrations
integrations:write
POST /v1/integrations/events
create_webhook_endpointintegrations
integrations:write
POST /v1/webhooks
list_webhook_endpointsintegrations
integrations:read
GET /v1/webhooks
update_webhook_endpointintegrations
integrations:write
PATCH /v1/webhooks/{webhook_id}
send_test_webhook_eventintegrations
integrations:write
POST /v1/webhooks/{webhook_id}/test
list_webhook_deliveriesintegrations
integrations:read
GET /v1/webhooks/{webhook_id}/deliveries
list_bi_dashboardsproduct_analytics_bi
bi:read
GET /v1/bi/dashboards
create_bi_dashboardproduct_analytics_bi
bi:write
POST /v1/bi/dashboards
list_bi_reportsproduct_analytics_bi
bi:read
GET /v1/bi/reports
create_bi_reportproduct_analytics_bi
bi:write
POST /v1/bi/reports
list_bi_datasetsproduct_analytics_bi
bi:read
GET /v1/bi/datasets
create_bi_datasetproduct_analytics_bi
bi:write
POST /v1/bi/datasets
list_bi_metricsproduct_analytics_bi
bi:read
GET /v1/bi/metrics
create_bi_metricproduct_analytics_bi
bi:write
POST /v1/bi/metrics
run_bi_queryproduct_analytics_bi
bi:write
POST /v1/bi/queries/run
ask_workspace_dataproduct_analytics_bi
bi:read
POST /v1/bi/intelligence/runs
create_bi_exportproduct_analytics_bi
bi:write
POST /v1/bi/exports
update_bi_objectproduct_analytics_bi
bi:write
PATCH /v1/bi/{collection}/{id}
archive_bi_objectproduct_analytics_bi
bi:write
DELETE /v1/bi/{collection}/{id}
list_data_agent_execution_planesdata_agents
data_agents:read
GET /v1/data-agents/execution-planes
create_data_agent_execution_planedata_agents
data_agents:write
POST /v1/data-agents/execution-planes
update_data_agent_execution_planedata_agents
data_agents:write
PATCH /v1/data-agents/execution-planes/{execution_plane_id}
list_data_agent_dataset_versionsdata_agents
data_agents:read
GET /v1/data-agents/dataset-versions
create_data_agent_dataset_versiondata_agents
data_agents:write
POST /v1/data-agents/dataset-versions
list_data_agent_dataset_manifestsdata_agents
data_agents:read
GET /v1/data-agents/manifests
create_data_agent_dataset_manifestdata_agents
data_agents:write
POST /v1/data-agents/manifests
list_data_agent_execution_jobsdata_agents
data_agents:read
GET /v1/data-agents/execution-jobs
get_data_agent_execution_job_detailsdata_agents
data_agents:read
GET /v1/data-agents/execution-jobs/{job_id}
create_data_agent_execution_jobdata_agents
data_agents:write
POST /v1/data-agents/execution-jobs
update_data_agent_execution_jobdata_agents
data_agents:writedata_agents:execute
PATCH /v1/data-agents/execution-jobs/{job_id}
dispatch_data_agent_execution_jobdata_agents
data_agents:execute
MCP-only workflow
list_data_agent_lineage_edgesdata_agents
data_agents:read
GET /v1/data-agents/lineage
create_data_agent_lineage_edgedata_agents
data_agents:write
POST /v1/data-agents/lineage
list_data_agent_decisionsdata_agents
data_agents:read
GET /v1/data-agents/decisions
create_data_agent_decisiondata_agents
data_agents:write
POST /v1/data-agents/decisions
update_data_agent_decisiondata_agents
data_agents:writedata_agents:execute
PATCH /v1/data-agents/decisions/{decision_id}
list_data_agent_insightsdata_agents
data_agents:read
GET /v1/data-agents/insights
create_data_agent_insightdata_agents
data_agents:write
POST /v1/data-agents/insights
list_data_agent_recommendationsdata_agents
data_agents:read
GET /v1/data-agents/recommendations
create_data_agent_recommendationdata_agents
data_agents:write
POST /v1/data-agents/recommendations
update_data_agent_recommendationdata_agents
data_agents:writedata_agents:execute
PATCH /v1/data-agents/recommendations/{recommendation_id}
list_data_agent_source_objectsdata_agents
data_agents:read
GET /v1/data-agents/source-objects
create_data_agent_source_objectdata_agents
data_agents:write
POST /v1/data-agents/source-objects
list_data_agent_knowledge_artifactsdata_agents
data_agents:read
GET /v1/data-agents/knowledge-artifacts
create_data_agent_knowledge_artifactdata_agents
data_agents:write
POST /v1/data-agents/knowledge-artifacts
propose_data_agent_datasetdata_agents
data_agents:write
MCP-only workflow
approve_data_agent_decisiondata_agents
data_agents:write
MCP-only workflow
publish_data_agent_insightdata_agents
data_agents:write
MCP-only workflow
execute_data_agent_recommendationdata_agents
data_agents:execute
MCP-only workflow
review_data_agent_execution_jobdata_agents
data_agents:execute
POST /v1/data-agents/execution-jobs/{job_id}/review
list_agent_grid_runsdata_agents
data_agents:read
GET /v1/agent-grid/runs
create_agent_grid_rundata_agents
data_agents:write
POST /v1/agent-grid/runs
list_agent_grid_tool_callsdata_agents
data_agents:read
GET /v1/agent-grid/tool-calls
create_agent_grid_tool_calldata_agents
data_agents:write
POST /v1/agent-grid/tool-calls
list_agent_grid_retrieval_hitsdata_agents
data_agents:read
GET /v1/agent-grid/retrieval-hits
create_agent_grid_retrieval_hitdata_agents
data_agents:write
POST /v1/agent-grid/retrieval-hits
list_agent_grid_cost_eventsdata_agents
data_agents:read
GET /v1/agent-grid/cost-events
create_agent_grid_cost_eventdata_agents
data_agents:write
POST /v1/agent-grid/cost-events
list_agent_definitionsdata_agents
data_agents:read
GET /v1/agent-grid/agents
create_agent_definitiondata_agents
data_agents:write
POST /v1/agent-grid/agents
update_agent_definitiondata_agents
data_agents:write
PATCH /v1/agent-grid/agents/{agent_id}
list_agent_definition_versionsdata_agents
data_agents:read
GET /v1/agent-grid/agent-versions
create_agent_definition_versiondata_agents
data_agents:write
POST /v1/agent-grid/agent-versions
list_agent_workflowsdata_agents
data_agents:read
GET /v1/agent-grid/workflows
create_agent_workflowdata_agents
data_agents:write
POST /v1/agent-grid/workflows
update_agent_workflowdata_agents
data_agents:write
PATCH /v1/agent-grid/workflows/{workflow_id}
discover_agent_grid_workflowsdata_agents
data_agents:read
POST /v1/agent-grid/workflow-discovery
reindex_agent_grid_workflow_discoverydata_agents
data_agents:write
POST /v1/agent-grid/workflow-discovery/reindex
list_agent_workflow_versionsdata_agents
data_agents:read
GET /v1/agent-grid/workflow-versions
create_agent_workflow_versiondata_agents
data_agents:write
POST /v1/agent-grid/workflow-versions
list_agent_sessionsdata_agents
data_agents:read
GET /v1/agent-grid/sessions
create_agent_sessiondata_agents
data_agents:write
POST /v1/agent-grid/sessions
update_agent_sessiondata_agents
data_agents:write
PATCH /v1/agent-grid/sessions/{session_id}
list_agent_session_itemsdata_agents
data_agents:read
GET /v1/agent-grid/session-items
create_agent_session_itemdata_agents
data_agents:write
POST /v1/agent-grid/session-items
list_agent_memoriesdata_agents
data_agents:read
GET /v1/agent-grid/memories
create_agent_memorydata_agents
data_agents:write
POST /v1/agent-grid/memories
update_agent_memorydata_agents
data_agents:write
PATCH /v1/agent-grid/memories/{memory_id}
list_agent_memory_embeddingsdata_agents
data_agents:read
GET /v1/agent-grid/memory-embeddings
create_agent_memory_embeddingdata_agents
data_agents:write
POST /v1/agent-grid/memory-embeddings
update_agent_memory_embeddingdata_agents
data_agents:write
PATCH /v1/agent-grid/memory-embeddings/{embedding_id}
get_workspace_assistant_summarydata_agents
data_agents:read
GET /v1/assistants/workspace/summary
create_workspace_assistant_rundata_agents
data_agents:write
POST /v1/assistants/workspace/runs
create_slab5_guide_sessiondata_agents
data_agents:read
POST /v1/assistants/slab5-guide/sessions
create_content_performance_knowledgebasedata_agents
bi:writedata_agents:write
MCP-only workflow
get_workspace_summaryworkspace
crm:readsupport:readtasks:readactivity:readcms:readassets:readintegrations:readanalytics:readbi:read
GET /v1/workspace
list_projectsprojects
projects:read
GET /v1/projects
create_projectprojects
projects:write
POST /v1/projects
update_projectprojects
projects:write
PATCH /v1/projects/{project_id}
list_project_boardsprojects
projects:read
GET /v1/projects/boards
create_project_boardprojects
projects:write
POST /v1/projects/boards
update_project_boardprojects
projects:write
PATCH /v1/projects/boards/{board_id}
list_project_board_columnsprojects
projects:read
GET /v1/projects/board-columns
create_project_board_columnprojects
projects:write
POST /v1/projects/board-columns
update_project_board_columnprojects
projects:write
PATCH /v1/projects/board-columns/{column_id}
list_project_tasksprojects
projects:read
GET /v1/projects/tasks
create_project_taskprojects
projects:write
POST /v1/projects/tasks
update_project_taskprojects
projects:write
PATCH /v1/projects/tasks/{project_task_id}
list_productsproducts
products:read
GET /v1/products
create_productproducts
products:write
POST /v1/products
update_productproducts
products:write
PATCH /v1/products/{product_id}
list_product_roadmap_itemsproducts
products:read
GET /v1/products/roadmap-items
create_product_roadmap_itemproducts
products:write
POST /v1/products/roadmap-items
update_product_roadmap_itemproducts
products:write
PATCH /v1/products/roadmap-items/{roadmap_item_id}
list_product_releasesproducts
products:read
GET /v1/products/releases
create_product_releaseproducts
products:write
POST /v1/products/releases
update_product_releaseproducts
products:write
PATCH /v1/products/releases/{release_id}
list_calendarscalendar
calendar:read
GET /v1/calendar/calendars
create_calendarcalendar
calendar:write
POST /v1/calendar/calendars
update_calendarcalendar
calendar:write
PATCH /v1/calendar/calendars/{calendar_id}
list_calendar_eventscalendar
calendar:read
GET /v1/calendar/events
create_calendar_eventcalendar
calendar:write
POST /v1/calendar/events
update_calendar_eventcalendar
calendar:write
PATCH /v1/calendar/events/{event_id}
list_notificationsnotifications
notifications:read
GET /v1/notifications
create_notificationnotifications
notifications:write
POST /v1/notifications
update_notificationnotifications
notifications:write
PATCH /v1/notifications/{notification_id}
list_notification_rulesnotifications
notifications:read
GET /v1/notifications/rules
create_notification_rulenotifications
notifications:write
POST /v1/notifications/rules
update_notification_rulenotifications
notifications:write
PATCH /v1/notifications/rules/{rule_id}
list_notification_preferencesnotifications
notifications:read
GET /v1/notifications/preferences
update_notification_preferencenotifications
notifications:write
POST /v1/notifications/preferences
list_notification_subscriptionsnotifications
notifications:read
GET /v1/notifications/subscriptions
create_notification_subscriptionnotifications
notifications:write
POST /v1/notifications/subscriptions
list_vector_collectionsdata_agents
vector_store:read
GET /v1/vector-collections
create_vector_collectiondata_agents
vector_store:write
POST /v1/vector-collections
upsert_vector_documentsdata_agents
vector_store:write
POST /v1/vector-collections/{collection_key}/documents
search_vector_collectiondata_agents
vector_store:read
POST /v1/vector-collections/{collection_key}/search
delete_vector_documentsdata_agents
vector_store:write
DELETE /v1/vector-collections/{collection_key}/documents
archive_vector_collectiondata_agents
vector_store:write
DELETE /v1/vector-collections/{collection_key}
update_notification_subscriptionnotifications
notifications:write
PATCH /v1/notifications/subscriptions/{subscription_id}

create_contact

Create a CRM contact in the current workspace.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
crm:write
API equivalent
POST /v1/contacts

Example prompt

Create a contact named Jane Doe at Acme Corp with email jane@acme.com.

Input schema

PropertyTypeRequiredDescription
namestringYesFull display name for the contact.
emailstring · emailNoEmail address used for matching, follow-up, and deduplication.
phonestringNoOptional phone number in a user-provided format.
company_idstringNoExisting Slab5 company ID to link the contact to.
company_namestringNoCompany name to record when no company ID is available yet.
notesstringNoOptional free-form context about the relationship or source.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.

Additional properties are rejected.

Example input

{
  "name": "Jane Doe",
  "email": "jane@acme.com",
  "company_name": "Acme Corp",
  "idempotency_key": "contact_jane_doe_acme"
}

Example response

{
  "contact": {
    "id": "con_123",
    "name": "Jane Doe",
    "email": "jane@acme.com",
    "company_name": "Acme Corp"
  },
  "request_id": "req_123"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The idempotency key was reused with a different request body.

search_contacts

Search contacts by name, email, company, or free-text query.

MVP
Read operationNo dry runStrict schema
Required scopes
crm:read
API equivalent
GET /v1/contacts

Example prompt

Find contacts at Acme Corp.

Input schema

PropertyTypeRequiredDescription
querystringNoFree-text search across contact name, email, company, and notes.
company_idstringNoRestrict results to contacts linked to this company.
limitinteger · min 1 · max 100NoMaximum number of contacts to return.
cursorstringNoOpaque cursor from a previous response's next_cursor.

Additional properties are rejected.

Example input

{
  "query": "Acme Corp",
  "limit": 10
}

Example response

{
  "contacts": [
    {
      "id": "con_123",
      "name": "Jane Doe",
      "email": "jane@acme.com"
    }
  ],
  "request_id": "req_124"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_company

Create a company account in the CRM module.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
crm:write
API equivalent
POST /v1/companies

Example prompt

Create a company called Acme Corp with domain acme.com.

Input schema

PropertyTypeRequiredDescription
namestringYesCompany or account display name.
domainstringNoPrimary company domain, such as acme.com.
websitestringNoCanonical website URL for the company.
notesstringNoOptional free-form account context.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.

Additional properties are rejected.

Example input

{
  "name": "Acme Corp",
  "domain": "acme.com"
}

Example response

{
  "company": {
    "id": "com_123",
    "name": "Acme Corp",
    "domain": "acme.com"
  },
  "request_id": "req_125"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The idempotency key was reused with a different request body.

search_companies

Search company accounts by name, domain, or free-text query.

MVP
Read operationNo dry runStrict schema
Required scopes
crm:read
API equivalent
GET /v1/companies

Example prompt

Find companies matching Acme.

Input schema

PropertyTypeRequiredDescription
querystringNoFree-text search across company name, domain, website, and notes.
limitinteger · min 1 · max 100NoMaximum number of companies to return.
cursorstringNoOpaque cursor from a previous response's next_cursor.

Additional properties are rejected.

Example input

{
  "query": "Acme",
  "limit": 10
}

Example response

{
  "companies": [
    {
      "id": "com_123",
      "name": "Acme Corp",
      "domain": "acme.com"
    }
  ],
  "request_id": "req_126"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_lead

Create a CRM lead before it is converted into a contact, company, or deal.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
crm:write
API equivalent
POST /v1/leads

Example prompt

Create a website lead for Priya at Northstar Studio.

Input schema

PropertyTypeRequiredDescription
namestringYesNo description yet.
emailstring · emailNoNo description yet.
phonestringNoNo description yet.
company_namestringNoNo description yet.
titlestringNoNo description yet.
sourcestring · manual | website | referral | campaign | import | api | mcp | otherNoNo description yet.
scoreinteger · min 0NoNo description yet.
custom_fieldsobjectNoUser-defined queryable JSON fields.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

{
  "name": "Priya Shah",
  "company_name": "Northstar Studio",
  "source": "website"
}

Example response

{
  "lead": {
    "id": "lead_123",
    "name": "Priya Shah",
    "status": "new"
  },
  "request_id": "req_200"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The idempotency key was reused with a different request body.

list_leads

List leads by status, source, search text, or custom field.

MVP
Read operationNo dry runStrict schema
Required scopes
crm:read
API equivalent
GET /v1/leads

Example prompt

Show website leads.

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
statusstring · new | working | qualified | disqualified | convertedNoNo description yet.
sourcestring · manual | website | referral | campaign | import | api | mcp | otherNoNo description yet.
custom_field_keystringNoNo description yet.
custom_field_valuestringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

{
  "source": "website",
  "limit": 10
}

Example response

{
  "leads": [
    {
      "id": "lead_123",
      "name": "Priya Shah"
    }
  ],
  "request_id": "req_201"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

convert_lead

Convert a lead into contact, company, and optionally deal records.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
crm:write
API equivalent
POST /v1/leads/{lead_id}/convert

Example prompt

Convert lead_123 and create a services deal.

Input schema

PropertyTypeRequiredDescription
lead_idstringYesNo description yet.
company_idstringNoNo description yet.
contact_idstringNoNo description yet.
create_dealbooleanNoNo description yet.
deal_namestringNoNo description yet.
stage_keystringNoNo description yet.
amount_centsinteger · min 0NoNo description yet.
currencystringNoNo description yet.
conversion_reasonstringNoNo description yet.

Additional properties are rejected.

Example input

{
  "lead_id": "lead_123",
  "create_deal": true,
  "deal_name": "Website redesign"
}

Example response

{
  "lead": {
    "id": "lead_123",
    "status": "converted"
  },
  "request_id": "req_202"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_deal_stage

Create a custom deal stage for the workspace pipeline.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
crm:write
API equivalent
POST /v1/deal-stages

Example prompt

Add a Discovery deal stage.

Input schema

PropertyTypeRequiredDescription
keystringYesNo description yet.
namestringYesNo description yet.
positioninteger · min 0NoNo description yet.
kindstring · open | won | lostNoNo description yet.
probabilityinteger · min 0NoNo description yet.
colorstringNoNo description yet.
custom_fieldsobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

{
  "key": "discovery",
  "name": "Discovery",
  "position": 10
}

Example response

{
  "stage": {
    "id": "stage_123",
    "key": "discovery"
  },
  "request_id": "req_203"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The idempotency key was reused with a different request body.

list_deal_stages

List workspace deal stages, including custom stages.

MVP
Read operationNo dry runStrict schema
Required scopes
crm:read
API equivalent
GET /v1/deal-stages

Example prompt

List CRM pipeline stages.

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

{
  "limit": 25
}

Example response

{
  "stages": [
    {
      "id": "stage_123",
      "key": "discovery"
    }
  ],
  "request_id": "req_204"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_deal

Create a deal associated with a company or contact.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
crm:write
API equivalent
POST /v1/deals

Example prompt

Create a qualified deal for Acme called Pilot subscription worth $5,000.

Input schema

PropertyTypeRequiredDescription
namestringYesShort deal name visible in the CRM pipeline.
company_idstringNoExisting company ID associated with the opportunity.
contact_idstringNoExisting contact ID associated with the opportunity.
stagestringNoBuilt-in or custom pipeline stage key to assign when the deal is created.
stage_keystringNoPreferred stage key field for built-in or custom stages.
amount_centsinteger · min 0NoDeal value in the smallest currency unit.
currencystring · default USDNoISO currency code for the deal amount.
custom_fieldsobjectNoUser-defined queryable JSON fields.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.

Additional properties are rejected.

Example input

{
  "name": "Pilot subscription",
  "company_id": "com_123",
  "stage": "qualified",
  "amount_cents": 500000,
  "currency": "USD"
}

Example response

{
  "deal": {
    "id": "deal_123",
    "name": "Pilot subscription",
    "stage": "qualified"
  },
  "request_id": "req_127"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_deal_stage

Move an existing deal to a new pipeline stage. Deprecated in favor of update_deal.

Deprecated
Idempotent writesSupports dry runStrict schema
Use update_deal for stage, amount, and currency changes through one PATCH-compatible tool. Use update_deal for new integrations.
Required scopes
crm:write
API equivalent
PATCH /v1/deals/{deal_id}

Example prompt

Move deal_123 to proposal stage.

Input schema

PropertyTypeRequiredDescription
deal_idstringYesDeal ID to update.
stagestring · new | qualified | proposal | won | lostYesTarget pipeline stage.
dry_runboolean · default falseNoPreview validation and audit effects without changing the deal.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.

Additional properties are rejected.

Example input

{
  "deal_id": "deal_123",
  "stage": "proposal"
}

Example response

{
  "deal": {
    "id": "deal_123",
    "stage": "proposal"
  },
  "request_id": "req_128"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_deal

Update deal stage, amount, or currency.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
crm:write
API equivalent
PATCH /v1/deals/{deal_id}

Example prompt

Update deal_123 to proposal stage with a $7,500 USD amount.

Input schema

PropertyTypeRequiredDescription
deal_idstringYesDeal ID to update.
stagestringNoOptional built-in or custom target pipeline stage key.
stage_keystringNoPreferred stage key field for built-in or custom stages.
amount_centsinteger · min 0NoOptional deal value in the smallest currency unit.
currencystringNoOptional ISO currency code for the deal amount.
custom_fieldsobjectNoUser-defined queryable JSON fields.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.

Additional properties are rejected.

Example input

{
  "deal_id": "deal_123",
  "stage": "proposal",
  "amount_cents": 750000,
  "currency": "USD"
}

Example response

{
  "deal": {
    "id": "deal_123",
    "stage": "proposal",
    "amount_cents": 750000,
    "currency": "USD"
  },
  "request_id": "req_128"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_invoice

Create an invoice with product or service line items.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
crm:write
API equivalent
POST /v1/invoices

Example prompt

Create an invoice for the website redesign service.

Input schema

PropertyTypeRequiredDescription
invoice_numberstringYesNo description yet.
company_idstringNoNo description yet.
contact_idstringNoNo description yet.
deal_idstringNoNo description yet.
currencystring · default USDNoNo description yet.
due_datestring · date-timeNoNo description yet.
line_itemsarrayYesNo description yet.
custom_fieldsobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

{
  "invoice_number": "INV-1001",
  "line_items": [
    {
      "kind": "service",
      "name": "Website redesign",
      "unit_amount_cents": 500000
    }
  ]
}

Example response

{
  "invoice": {
    "id": "inv_123",
    "invoice_number": "INV-1001"
  },
  "request_id": "req_205"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_invoices

List invoices by status, customer, deal, or custom field.

MVP
Read operationNo dry runStrict schema
Required scopes
crm:read
API equivalent
GET /v1/invoices

Example prompt

List open invoices.

Input schema

PropertyTypeRequiredDescription
statusstringNoNo description yet.
company_idstringNoNo description yet.
contact_idstringNoNo description yet.
deal_idstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

{
  "status": "sent",
  "limit": 10
}

Example response

{
  "invoices": [
    {
      "id": "inv_123",
      "status": "sent"
    }
  ],
  "request_id": "req_206"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

record_payment

Record a payment against an invoice.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
crm:write
API equivalent
POST /v1/payments

Example prompt

Record a $2,500 payment for inv_123.

Input schema

PropertyTypeRequiredDescription
invoice_idstringNoNo description yet.
amount_centsinteger · min 1YesNo description yet.
currencystringNoNo description yet.
paid_atstring · date-timeNoNo description yet.
providerstringNoNo description yet.
provider_reference_idstringNoNo description yet.
custom_fieldsobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

{
  "invoice_id": "inv_123",
  "amount_cents": 250000
}

Example response

{
  "payment": {
    "id": "pay_123",
    "amount_cents": 250000
  },
  "request_id": "req_207"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_accounting_account

Create a basic chart-of-accounts account.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
crm:write
API equivalent
POST /v1/accounting/accounts

Example prompt

Create a services revenue account.

Input schema

PropertyTypeRequiredDescription
codestringYesNo description yet.
namestringYesNo description yet.
typestring · asset | liability | equity | revenue | expenseYesNo description yet.
descriptionstringNoNo description yet.
custom_fieldsobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

{
  "code": "4000",
  "name": "Services revenue",
  "type": "revenue"
}

Example response

{
  "account": {
    "id": "acct_123",
    "code": "4000"
  },
  "request_id": "req_208"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The idempotency key was reused with a different request body.

list_accounting_accounts

List chart-of-accounts records.

MVP
Read operationNo dry runStrict schema
Required scopes
crm:read
API equivalent
GET /v1/accounting/accounts

Example prompt

List revenue accounts.

Input schema

PropertyTypeRequiredDescription
typestringNoNo description yet.
querystringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

{
  "type": "revenue"
}

Example response

{
  "accounts": [
    {
      "id": "acct_123",
      "name": "Services revenue"
    }
  ],
  "request_id": "req_209"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_journal_entry

Create a balanced accounting journal entry.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
crm:write
API equivalent
POST /v1/accounting/journal-entries

Example prompt

Post a balanced payment journal entry.

Input schema

PropertyTypeRequiredDescription
entry_numberstringNoNo description yet.
statusstring · draft | postedNoNo description yet.
memostringNoNo description yet.
linesarrayYesNo description yet.
custom_fieldsobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

{
  "status": "posted",
  "lines": [
    {
      "account_id": "acct_cash",
      "debit_cents": 10000
    },
    {
      "account_id": "acct_ar",
      "credit_cents": 10000
    }
  ]
}

Example response

{
  "journal_entry": {
    "id": "je_123",
    "status": "posted"
  },
  "request_id": "req_210"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_journal_entries

List accounting journal entries.

MVP
Read operationNo dry runStrict schema
Required scopes
crm:read
API equivalent
GET /v1/accounting/journal-entries

Example prompt

List posted journal entries.

Input schema

PropertyTypeRequiredDescription
statusstringNoNo description yet.
querystringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

{
  "status": "posted"
}

Example response

{
  "journal_entries": [
    {
      "id": "je_123",
      "status": "posted"
    }
  ],
  "request_id": "req_211"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_task

Create a task for a user, agent, contact, company, or deal.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
tasks:write
API equivalent
POST /v1/tasks

Example prompt

Create a follow-up task for Jane Doe next Friday.

Input schema

PropertyTypeRequiredDescription
titlestringYesShort task title written for a human operator.
descriptionstringNoOptional task details or completion criteria.
due_atstring · date-timeNoOptional ISO 8601 due date and time.
assignee_idstringNoUser or agent ID responsible for the task.
related_resource_typestring · contact | company | deal | support_ticketNoResource type the task should be attached to.
related_resource_idstringNoResource ID matching related_resource_type.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.

Additional properties are rejected.

Example input

{
  "title": "Follow up with Jane Doe",
  "related_resource_type": "contact",
  "related_resource_id": "con_123"
}

Example response

{
  "task": {
    "id": "task_123",
    "title": "Follow up with Jane Doe",
    "status": "open"
  },
  "request_id": "req_129"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_tasks

List tasks by status, assignee, due date, or related resource.

MVP
Read operationNo dry runStrict schema
Required scopes
tasks:read
API equivalent
GET /v1/tasks

Example prompt

Show my open tasks.

Input schema

PropertyTypeRequiredDescription
statusstring · open | completed | canceledNoFilter tasks by lifecycle status.
assignee_idstringNoRestrict results to tasks assigned to this user or agent.
limitinteger · min 1 · max 100NoMaximum number of tasks to return.
cursorstringNoOpaque cursor from a previous response's next_cursor.

Additional properties are rejected.

Example input

{
  "status": "open",
  "limit": 25
}

Example response

{
  "tasks": [
    {
      "id": "task_123",
      "title": "Follow up with Jane Doe",
      "status": "open"
    }
  ],
  "request_id": "req_130"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

complete_task

Mark a task complete in the current workspace. Deprecated in favor of update_task.

Deprecated
Idempotent writesNo dry runStrict schema
Use update_task with status completed and an optional completed_note. Use update_task for new integrations.
Required scopes
tasks:write
API equivalent
PATCH /v1/tasks/{task_id}

Example prompt

Complete task_123 and note that Jane replied.

Input schema

PropertyTypeRequiredDescription
task_idstringYesTask ID to mark complete.
completed_notestringNoOptional note describing the completion outcome.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.

Additional properties are rejected.

Example input

{
  "task_id": "task_123",
  "completed_note": "Jane replied."
}

Example response

{
  "task": {
    "id": "task_123",
    "status": "completed"
  },
  "request_id": "req_131"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_task

Update a task status, including canceling or reopening it.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
tasks:write
API equivalent
PATCH /v1/tasks/{task_id}

Example prompt

Complete task_123 and note that Jane confirmed the next call.

Input schema

PropertyTypeRequiredDescription
task_idstringYesTask ID to update.
statusstring · open | completed | canceledNoTarget task status.
completed_notestringNoOptional completion note.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.

Additional properties are rejected.

Example input

{
  "task_id": "task_123",
  "status": "completed",
  "completed_note": "Jane confirmed the next call."
}

Example response

{
  "task": {
    "id": "task_123",
    "status": "completed",
    "completed_note": "Jane confirmed the next call."
  },
  "request_id": "req_131"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

log_activity

Record a workspace activity such as a note, call, email, meeting, or agent action.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
activity:write
API equivalent
POST /v1/activities

Example prompt

Log that Jane asked for pricing details by email.

Input schema

PropertyTypeRequiredDescription
typestring · note | call | email | meeting | agent_actionYesActivity category used for filtering and audit review.
summarystringYesShort human-readable activity summary.
bodystringNoOptional detailed note, transcript excerpt, or structured context.
related_resource_typestring · contact | company | deal | task | support_ticketNoResource type this activity should be attached to.
related_resource_idstringNoResource ID matching related_resource_type.
occurred_atstring · date-timeNoOptional ISO 8601 timestamp when the activity happened.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.

Additional properties are rejected.

Example input

{
  "type": "email",
  "summary": "Jane asked for pricing details",
  "related_resource_type": "contact",
  "related_resource_id": "con_123"
}

Example response

{
  "activity": {
    "id": "act_123",
    "type": "email",
    "summary": "Jane asked for pricing details"
  },
  "request_id": "req_132"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

search_activity

Search activity records by text, type, date, or related resource.

MVP
Read operationNo dry runStrict schema
Required scopes
activity:read
API equivalent
GET /v1/activities

Example prompt

Find recent activity about pricing.

Input schema

PropertyTypeRequiredDescription
querystringNoFree-text search across activity summary and body.
typestring · note | call | email | meeting | agent_actionNoRestrict results to one activity category.
limitinteger · min 1 · max 100NoMaximum number of activities to return.
cursorstringNoOpaque cursor from a previous response's next_cursor.

Additional properties are rejected.

Example input

{
  "query": "pricing",
  "limit": 10
}

Example response

{
  "activities": [
    {
      "id": "act_123",
      "summary": "Jane asked for pricing details"
    }
  ],
  "request_id": "req_133"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

get_record_history

Read the change history of one record: who changed it, what action was taken, from which credential, and when, newest first. Covers every record type the platform audits — contacts, deals, tickets, tasks, entries, notes, tracking plans and the rest — identified by target_type and target_id. History outlives the record, so an archived one still reads. Two limits worth knowing: entries record what changed, not what the value was before, and an empty list means nothing was recorded for that target — which also happens if target_type or target_id is wrong, since no record lookup is performed.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
audit:read
API equivalent
GET /v1/history

Input schema

PropertyTypeRequiredDescription
target_typestringYesRecord type, as recorded in the audit trail — for example contact, deal, task, support_ticket, cms_entry, note, analytics_tracking_plan.
target_idstringYesIdentifier of the record.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_note

Record a durable, attributed note against a contact, company or deal. Unlike the free-text notes field on those records — a single blob that each write overwrites — a note keeps its own author, timestamp and history, so several can accumulate against one subject. A note must name a subject so it can be reached from the record it concerns.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
crm:write
API equivalent
POST /v1/notes

Input schema

PropertyTypeRequiredDescription
bodystringYesThe note text.
titlestringNoOptional short heading.
contact_idstringNoContact this note is about.
company_idstringNoCompany this note is about.
deal_idstringNoDeal this note is about.
custom_fieldsobjectNoWorkspace-defined fields.
metadataobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

The idempotency key was reused with a different request body.

list_notes

List notes recorded against contacts, companies or deals, newest first. Filter by subject to read one record's history. An empty list means no note has been recorded for that filter, which is a real answer rather than a failure.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
crm:read
API equivalent
GET /v1/notes

Input schema

PropertyTypeRequiredDescription
contact_idstringNoNo description yet.
company_idstringNoNo description yet.
deal_idstringNoNo description yet.
querystringNoFree-text search across note title and body.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

update_note

Revise a note's text, heading, subject or custom fields. At least one field must change.

MVP
Read operationNo dry runStrict schema
Required scopes
crm:write
API equivalent
PATCH /v1/notes/{note_id}

Input schema

PropertyTypeRequiredDescription
note_idstringYesNo description yet.
titlestringNoNo description yet.
bodystringNoNo description yet.
contact_idstringNoNo description yet.
company_idstringNoNo description yet.
deal_idstringNoNo description yet.
custom_fieldsobjectNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

archive_note

Archive a note. The note stops appearing in reads but is retained, so this is reversible by an operator rather than a destructive delete.

MVP
Read operationNo dry runStrict schema
Required scopes
crm:write
API equivalent
DELETE /v1/notes/{note_id}

Input schema

PropertyTypeRequiredDescription
note_idstringYesNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_support_queue

Create a support queue or inbox with default assignment and SLA targets.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
support:write
API equivalent
POST /v1/support/queues

Example prompt

Create a priority support inbox with a two hour first response target.

Input schema

PropertyTypeRequiredDescription
keystringYesNo description yet.
namestringYesNo description yet.
descriptionstringNoNo description yet.
statusstring · active | paused | archivedNoNo description yet.
default_assignee_idstringNoNo description yet.
default_prioritystring · low | normal | high | urgentNoNo description yet.
first_response_target_minutesinteger · min 0NoNo description yet.
next_response_target_minutesinteger · min 0NoNo description yet.
resolution_target_minutesinteger · min 0NoNo description yet.
custom_fieldsobjectNoUser-defined queryable JSON fields.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

{
  "key": "priority",
  "name": "Priority Support",
  "first_response_target_minutes": 120
}

Example response

{
  "queue": {
    "id": "queue_123",
    "key": "priority"
  },
  "request_id": "req_300"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The idempotency key was reused with a different request body.

list_support_queues

List support queues by status, search text, or custom field.

MVP
Read operationNo dry runStrict schema
Required scopes
support:read
API equivalent
GET /v1/support/queues

Example prompt

List active support queues.

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
statusstring · active | paused | archivedNoNo description yet.
custom_field_keystringNoNo description yet.
custom_field_valuestringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

{
  "status": "active",
  "limit": 10
}

Example response

{
  "queues": [
    {
      "id": "queue_123",
      "name": "Priority Support"
    }
  ],
  "request_id": "req_301"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_support_ticket

Create a support ticket linked to customers, CRM records, invoices, and SLA targets.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
support:write
API equivalent
POST /v1/support/tickets

Example prompt

Create an urgent support ticket for a billing issue.

Input schema

PropertyTypeRequiredDescription
ticket_numberstringNoNo description yet.
subjectstringYesNo description yet.
descriptionstringNoNo description yet.
statusstring · new | open | pending | waiting_on_customerNoNo description yet.
prioritystring · low | normal | high | urgentNoNo description yet.
sourcestring · manual | email | chat | phone | web | api | mcp | slack | otherNoNo description yet.
categorystringNoNo description yet.
tagsarrayNoNo description yet.
queue_idstringNoNo description yet.
assignee_idstringNoNo description yet.
owner_idstringNoNo description yet.
contact_idstringNoNo description yet.
company_idstringNoNo description yet.
deal_idstringNoNo description yet.
lead_idstringNoNo description yet.
invoice_idstringNoNo description yet.
external_referencestringNoNo description yet.
first_response_due_atstring · date-timeNoNo description yet.
next_response_due_atstring · date-timeNoNo description yet.
resolution_due_atstring · date-timeNoNo description yet.
custom_fieldsobjectNoUser-defined queryable JSON fields.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

{
  "subject": "Customer cannot download invoice",
  "priority": "urgent",
  "category": "billing"
}

Example response

{
  "ticket": {
    "id": "ticket_123",
    "subject": "Customer cannot download invoice",
    "status": "new"
  },
  "request_id": "req_302"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

The idempotency key was reused with a different request body.

list_support_tickets

List support tickets by status, priority, queue, owner, customer links, search text, or custom field.

MVP
Read operationNo dry runStrict schema
Required scopes
support:read
API equivalent
GET /v1/support/tickets

Example prompt

Show urgent open support tickets.

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
statusstring · new | open | pending | waiting_on_customer | resolved | closedNoNo description yet.
prioritystring · low | normal | high | urgentNoNo description yet.
sourcestring · manual | email | chat | phone | web | api | mcp | slack | otherNoNo description yet.
categorystringNoNo description yet.
queue_idstringNoNo description yet.
assignee_idstringNoNo description yet.
contact_idstringNoNo description yet.
company_idstringNoNo description yet.
deal_idstringNoNo description yet.
lead_idstringNoNo description yet.
invoice_idstringNoNo description yet.
custom_field_keystringNoNo description yet.
custom_field_valuestringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

{
  "status": "open",
  "priority": "urgent",
  "limit": 10
}

Example response

{
  "tickets": [
    {
      "id": "ticket_123",
      "priority": "urgent"
    }
  ],
  "request_id": "req_303"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

update_support_ticket

Update support ticket status, priority, queue, assignment, tags, category, SLA targets, or custom fields.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
support:write
API equivalent
PATCH /v1/support/tickets/{ticket_id}

Example prompt

Assign ticket_123 to the priority queue and mark it open.

Input schema

PropertyTypeRequiredDescription
ticket_idstringYesNo description yet.
statusstring · new | open | pending | waiting_on_customer | resolved | closedNoNo description yet.
prioritystring · low | normal | high | urgentNoNo description yet.
queue_idstringNoNo description yet.
assignee_idstringNoNo description yet.
owner_idstringNoNo description yet.
categorystringNoNo description yet.
tagsarrayNoNo description yet.
first_response_due_atstring · date-timeNoNo description yet.
next_response_due_atstring · date-timeNoNo description yet.
resolution_due_atstring · date-timeNoNo description yet.
custom_fieldsobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

{
  "ticket_id": "ticket_123",
  "status": "open",
  "queue_id": "queue_123"
}

Example response

{
  "ticket": {
    "id": "ticket_123",
    "status": "open"
  },
  "request_id": "req_304"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

add_support_ticket_message

Add an inbound, outbound, or internal message to a support ticket conversation.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
support:write
API equivalent
POST /v1/support/tickets/{ticket_id}/messages

Example prompt

Add the customer's latest email to ticket_123.

Input schema

PropertyTypeRequiredDescription
ticket_idstringYesNo description yet.
directionstring · inbound | outbound | internalNoNo description yet.
visibilitystring · public | internalNoNo description yet.
channelstring · manual | email | chat | phone | web | api | mcp | slack | otherNoNo description yet.
subjectstringNoNo description yet.
bodystringYesNo description yet.
author_namestringNoNo description yet.
author_emailstringNoNo description yet.
external_message_idstringNoNo description yet.
occurred_atstring · date-timeNoNo description yet.
custom_fieldsobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

{
  "ticket_id": "ticket_123",
  "direction": "inbound",
  "channel": "email",
  "body": "I still cannot access the invoice."
}

Example response

{
  "message": {
    "id": "msg_123",
    "ticket_id": "ticket_123"
  },
  "request_id": "req_305"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

The idempotency key was reused with a different request body.

list_support_ticket_messages

List conversation messages for a support ticket.

MVP
Read operationNo dry runStrict schema
Required scopes
support:read
API equivalent
GET /v1/support/tickets/{ticket_id}/messages

Example prompt

Show the conversation for ticket_123.

Input schema

PropertyTypeRequiredDescription
ticket_idstringYesNo description yet.
querystringNoNo description yet.
custom_field_keystringNoNo description yet.
custom_field_valuestringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

{
  "ticket_id": "ticket_123",
  "limit": 25
}

Example response

{
  "messages": [
    {
      "id": "msg_123",
      "body": "I still cannot access the invoice."
    }
  ],
  "request_id": "req_306"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

add_support_ticket_comment

Add an internal note or pinned comment to a support ticket.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
support:write
API equivalent
POST /v1/support/tickets/{ticket_id}/comments

Example prompt

Add an internal note to ticket_123 that finance is checking the invoice.

Input schema

PropertyTypeRequiredDescription
ticket_idstringYesNo description yet.
bodystringYesNo description yet.
pinnedbooleanNoNo description yet.
custom_fieldsobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

{
  "ticket_id": "ticket_123",
  "body": "Finance is checking the invoice export.",
  "pinned": true
}

Example response

{
  "comment": {
    "id": "comment_123",
    "pinned": true
  },
  "request_id": "req_307"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

The idempotency key was reused with a different request body.

list_support_ticket_comments

List internal comments and notes for a support ticket.

MVP
Read operationNo dry runStrict schema
Required scopes
support:read
API equivalent
GET /v1/support/tickets/{ticket_id}/comments

Example prompt

Show internal notes for ticket_123.

Input schema

PropertyTypeRequiredDescription
ticket_idstringYesNo description yet.
querystringNoNo description yet.
custom_field_keystringNoNo description yet.
custom_field_valuestringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

{
  "ticket_id": "ticket_123",
  "limit": 25
}

Example response

{
  "comments": [
    {
      "id": "comment_123",
      "body": "Finance is checking the invoice export."
    }
  ],
  "request_id": "req_308"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_collection

Create a CMS collection that defines a content type for entries.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
cms:write
API equivalent
POST /v1/cms/collections

Example prompt

Create a blog posts collection with title, slug, and body fields.

Input schema

PropertyTypeRequiredDescription
namestringYesHuman-readable collection name.
keystringYesStable collection key used by API and MCP clients.
descriptionstringNoOptional description of the collection purpose.
schemaobjectNoJSON schema-like field definition for entries in this collection.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.

Additional properties are rejected.

Example input

{
  "name": "Blog Posts",
  "key": "blog_posts",
  "schema": {
    "fields": [
      {
        "key": "title",
        "type": "string",
        "required": true
      },
      {
        "key": "slug",
        "type": "string",
        "required": true
      },
      {
        "key": "body",
        "type": "markdown",
        "required": true
      }
    ]
  }
}

Example response

{
  "collection": {
    "id": "col_123",
    "key": "blog_posts",
    "name": "Blog Posts"
  },
  "request_id": "req_135"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The idempotency key was reused with a different request body.

create_cms_site

Create a website or marketing site managed by the CMS.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
cms:write
API equivalent
POST /v1/cms/sites

Example prompt

Create a CMS site for slab5.com.

Input schema

PropertyTypeRequiredDescription
keystringYesNo description yet.
namestringYesNo description yet.
primary_domainstringNoNo description yet.
descriptionstringNoNo description yet.
settingsobjectNoNo description yet.
custom_fieldsobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

{
  "key": "slab5_com",
  "name": "slab5.com",
  "primary_domain": "slab5.com"
}

Example response

{
  "site": {
    "id": "site_123",
    "key": "slab5_com"
  },
  "request_id": "req_212"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The idempotency key was reused with a different request body.

list_cms_sites

List CMS-managed websites.

MVP
Read operationNo dry runStrict schema
Required scopes
cms:read
API equivalent
GET /v1/cms/sites

Example prompt

List CMS sites.

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

{
  "limit": 10
}

Example response

{
  "sites": [
    {
      "id": "site_123",
      "name": "slab5.com"
    }
  ],
  "request_id": "req_213"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_entry

Create a CMS entry in a collection.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
cms:write
API equivalent
POST /v1/cms/entries

Example prompt

Create a draft blog post about AI follow-up workflows.

Input schema

PropertyTypeRequiredDescription
collection_idstringYesCollection ID where the entry should be created.
site_idstringNoOptional CMS site this content belongs to.
campaign_idstringNoOptional marketing campaign this content supports.
content_typestring · website_page | landing_page | blog_post | article | social_post | email | case_study | asset_brief | otherNoNo description yet.
slugstringNoNo description yet.
titlestringNoOptional display title for the entry.
excerptstringNoNo description yet.
fieldsobjectYesEntry field values keyed by collection schema field key.
statusstring · draft | review | published | archivedNoInitial publishing status.
seoobjectNoNo description yet.
custom_fieldsobjectNoUser-defined queryable JSON fields.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.

Additional properties are rejected.

Example input

{
  "collection_id": "col_123",
  "title": "AI follow-up workflows",
  "status": "draft",
  "fields": {
    "slug": "ai-follow-up-workflows",
    "body": "Draft content..."
  }
}

Example response

{
  "entry": {
    "id": "ent_123",
    "collection_id": "col_123",
    "status": "draft"
  },
  "request_id": "req_136"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

search_entries

Search CMS entries by collection, status, title, or free-text query.

MVP
Read operationNo dry runStrict schema
Required scopes
cms:read
API equivalent
GET /v1/cms/entries

Example prompt

Find draft blog posts about follow-up.

Input schema

PropertyTypeRequiredDescription
collection_idstringNoRestrict results to one collection.
site_idstringNoNo description yet.
campaign_idstringNoNo description yet.
content_typestring · website_page | landing_page | blog_post | article | social_post | email | case_study | asset_brief | otherNoNo description yet.
statusstring · draft | review | published | archivedNoRestrict results by publishing status.
querystringNoFree-text search across title and fields.
custom_field_keystringNoNo description yet.
custom_field_valuestringNoNo description yet.
limitinteger · min 1 · max 100NoMaximum number of entries to return.
cursorstringNoOpaque cursor from a previous response's next_cursor.

Additional properties are rejected.

Example input

{
  "query": "follow-up",
  "status": "draft",
  "limit": 10
}

Example response

{
  "entries": [
    {
      "id": "ent_123",
      "title": "AI follow-up workflows",
      "status": "draft"
    }
  ],
  "request_id": "req_137"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

update_entry_status

Move a CMS entry between draft, review, published, and archived states. Deprecated in favor of update_entry.

Deprecated
Idempotent writesSupports dry runStrict schema
Use update_entry for status, title, and field changes through one revision-writing tool. Use update_entry for new integrations.
Required scopes
cms:write
API equivalent
PATCH /v1/cms/entries/{entry_id}

Example prompt

Move ent_123 to review.

Input schema

PropertyTypeRequiredDescription
entry_idstringYesEntry ID to update.
statusstring · draft | review | published | archivedYesTarget publishing status.
dry_runboolean · default falseNoPreview validation and audit effects without changing the entry.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.

Additional properties are rejected.

Example input

{
  "entry_id": "ent_123",
  "status": "review"
}

Example response

{
  "entry": {
    "id": "ent_123",
    "status": "review"
  },
  "request_id": "req_138"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_entry

Update a CMS entry title, fields, or publishing status and create a revision.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
cms:write
API equivalent
PATCH /v1/cms/entries/{entry_id}

Example prompt

Update ent_123 with a revised title, fields, and review status.

Input schema

PropertyTypeRequiredDescription
entry_idstringYesEntry ID to update.
slugstringNoNo description yet.
excerptstringNoNo description yet.
content_typestring · website_page | landing_page | blog_post | article | social_post | email | case_study | asset_brief | otherNoNo description yet.
titlestringNoOptional display title for the entry.
fieldsobjectNoOptional replacement field values keyed by collection schema field key.
statusstring · draft | review | published | archivedNoOptional target publishing status.
seoobjectNoNo description yet.
custom_fieldsobjectNoNo description yet.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.

Additional properties are rejected.

Example input

{
  "entry_id": "ent_123",
  "title": "AI follow-up workflows",
  "fields": {
    "slug": "ai-follow-up-workflows",
    "body": "Updated draft content..."
  },
  "status": "review"
}

Example response

{
  "entry": {
    "id": "ent_123",
    "title": "AI follow-up workflows",
    "status": "review"
  },
  "request_id": "req_138"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_marketing_campaign

Create a marketing campaign for website, blog, email, social, or paid channels.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
cms:write
API equivalent
POST /v1/marketing/campaigns

Example prompt

Create the slab5.com beta launch campaign.

Input schema

PropertyTypeRequiredDescription
keystringYesNo description yet.
namestringYesNo description yet.
statusstring · planned | active | paused | completed | archivedNoNo description yet.
channelstring · website | blog | email | linkedin | x | youtube | paid_ads | partner | otherNoNo description yet.
objectivestringNoNo description yet.
budget_centsinteger · min 0NoNo description yet.
custom_fieldsobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

{
  "key": "slab5_beta_launch",
  "name": "Slab5 beta launch",
  "channel": "website"
}

Example response

{
  "campaign": {
    "id": "camp_123",
    "key": "slab5_beta_launch"
  },
  "request_id": "req_214"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The idempotency key was reused with a different request body.

list_marketing_campaigns

List marketing campaigns by status, channel, or custom field.

MVP
Read operationNo dry runStrict schema
Required scopes
cms:read
API equivalent
GET /v1/marketing/campaigns

Example prompt

List active marketing campaigns.

Input schema

PropertyTypeRequiredDescription
statusstringNoNo description yet.
channelstringNoNo description yet.
querystringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

{
  "status": "active"
}

Example response

{
  "campaigns": [
    {
      "id": "camp_123",
      "name": "Slab5 beta launch"
    }
  ],
  "request_id": "req_215"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_marketing_post

Create a social, blog, email, or website marketing post linked to an optional campaign or CMS entry.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
cms:write
API equivalent
POST /v1/marketing/posts

Example prompt

Draft a LinkedIn post for the beta launch.

Input schema

PropertyTypeRequiredDescription
campaign_idstringNoNo description yet.
entry_idstringNoNo description yet.
channelstring · website | blog | email | linkedin | x | youtube | paid_ads | partner | otherYesNo description yet.
statusstring · draft | review | published | archivedNoNo description yet.
titlestringNoNo description yet.
bodystringYesNo description yet.
scheduled_atstring · date-timeNoNo description yet.
external_urlstringNoNo description yet.
custom_fieldsobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

{
  "channel": "linkedin",
  "title": "Beta launch",
  "body": "We are opening Slab5 private beta."
}

Example response

{
  "post": {
    "id": "post_123",
    "channel": "linkedin"
  },
  "request_id": "req_216"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_marketing_posts

List marketing posts by channel, status, campaign, or custom field.

MVP
Read operationNo dry runStrict schema
Required scopes
cms:read
API equivalent
GET /v1/marketing/posts

Example prompt

List draft LinkedIn posts.

Input schema

PropertyTypeRequiredDescription
campaign_idstringNoNo description yet.
channelstringNoNo description yet.
statusstringNoNo description yet.
querystringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

{
  "channel": "linkedin",
  "status": "draft"
}

Example response

{
  "posts": [
    {
      "id": "post_123",
      "channel": "linkedin"
    }
  ],
  "request_id": "req_217"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_asset_upload_intent

Register workspace asset metadata and create a signed upload URL.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
assets:write
API equivalent
POST /v1/assets

Example prompt

Create an upload intent for the hero image attached to the case study draft.

Input schema

PropertyTypeRequiredDescription
asset_typestring · document | image | video | attachmentYesHigh-level asset category used for filtering and workflows.
namestringNoHuman-readable asset name. Defaults to file_name.
descriptionstringNoOptional context for the asset.
file_namestringYesOriginal or desired upload filename.
mime_typestringYesContent MIME type, such as image/png or application/pdf.
byte_sizeinteger · min 0NoExpected object size in bytes.
checksum_sha256stringNoOptional SHA-256 checksum for the object.
related_resource_typestring · lead | contact | company | deal | task | cms_entry | invoice | marketing_campaign | marketing_postNoOptional workspace resource this asset supports.
related_resource_idstringNoResource ID matching related_resource_type.
metadataobjectNoOptional client metadata.
custom_fieldsobjectNoUser-defined queryable JSON fields.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.

Additional properties are rejected.

Example input

{
  "asset_type": "image",
  "file_name": "acme-hero.png",
  "mime_type": "image/png",
  "related_resource_type": "cms_entry",
  "related_resource_id": "ent_123"
}

Example response

{
  "asset": {
    "id": "asset_123",
    "asset_type": "image",
    "upload_url": "https://storage.local.slab5.test/upload/..."
  },
  "request_id": "req_140"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

The idempotency key was reused with a different request body.

complete_asset_upload

Mark an uploaded workspace asset as available after the client uploads the object to the signed URL.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
assets:write
API equivalent
POST /v1/assets/{asset_id}/complete

Example prompt

Complete the upload for asset_123 after uploading the hero image.

Input schema

PropertyTypeRequiredDescription
asset_idstringYesAsset ID returned by create_asset_upload_intent.
byte_sizeinteger · min 0NoActual uploaded object size in bytes.
checksum_sha256stringNoOptional SHA-256 checksum for the uploaded object.
mime_typestringNoOptional final content MIME type.
content_typestringNoOptional alias for mime_type.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.

Additional properties are rejected.

Example input

{
  "asset_id": "asset_123",
  "byte_size": 2048,
  "checksum_sha256": "..."
}

Example response

{
  "asset": {
    "id": "asset_123",
    "asset_type": "image",
    "status": "available"
  },
  "request_id": "req_140b"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

search_assets

Search workspace asset metadata by text, type, status, or linked resource.

MVP
Read operationNo dry runStrict schema
Required scopes
assets:read
API equivalent
GET /v1/assets

Example prompt

Find images attached to ent_123.

Input schema

PropertyTypeRequiredDescription
querystringNoFree-text search across asset name, file name, description, and MIME type.
asset_typestring · document | image | video | attachmentNoRestrict results to one asset category.
statusstring · upload_pending | available | archivedNoRestrict results by asset lifecycle status.
related_resource_typestring · lead | contact | company | deal | task | cms_entry | invoice | marketing_campaign | marketing_postNoRestrict results to assets linked to this resource type.
related_resource_idstringNoRestrict results to assets linked to this resource ID.
custom_field_keystringNoNo description yet.
custom_field_valuestringNoNo description yet.
limitinteger · min 1 · max 100NoMaximum number of assets to return.
cursorstringNoOpaque cursor from a previous response's next_cursor.

Additional properties are rejected.

Example input

{
  "asset_type": "image",
  "related_resource_type": "cms_entry",
  "related_resource_id": "ent_123",
  "limit": 10
}

Example response

{
  "assets": [
    {
      "id": "asset_123",
      "name": "acme-hero.png",
      "asset_type": "image"
    }
  ],
  "request_id": "req_141"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

get_asset_download_url

Retrieve asset metadata with a signed download URL.

MVP
Read operationNo dry runStrict schema
Required scopes
assets:read
API equivalent
GET /v1/assets/{asset_id}

Example prompt

Get a download URL for asset_123.

Input schema

PropertyTypeRequiredDescription
asset_idstringYesAsset ID to retrieve.

Additional properties are rejected.

Example input

{
  "asset_id": "asset_123"
}

Example response

{
  "asset": {
    "id": "asset_123",
    "download_url": "https://storage.local.slab5.test/download/..."
  },
  "request_id": "req_142"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

archive_asset

Archive an asset in the current workspace without deleting its metadata.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
assets:write
API equivalent
DELETE /v1/assets/{asset_id}

Example prompt

Archive asset_123.

Input schema

PropertyTypeRequiredDescription
asset_idstringYesAsset ID to archive.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.

Additional properties are rejected.

Example input

{
  "asset_id": "asset_123"
}

Example response

{
  "asset": {
    "id": "asset_123",
    "status": "archived"
  },
  "request_id": "req_143"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

define_event

Define an analytics event in the workspace tracking plan, including the property keys it expects and the validation rules validate_event applies to payloads.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
analytics:write
API equivalent
POST /v1/analytics/events

Example prompt

Define an activation event called first_contact_created.

Input schema

PropertyTypeRequiredDescription
namestringYesEvent name, such as workspace_created.
descriptionstringNoHuman-readable event purpose.
ownerstringNoPerson or team responsible for the event definition.
propertiesarrayNoProperty keys expected on the event.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.
validation_rulesobjectNoGovernance rules evaluated by validate_event. Supported kinds: required (array of property keys that must be present), types (map of property key to string|number|boolean|object|array), enum (map of property key to allowed values). Any other kind is stored but reported back as unsupported rather than silently applied.
tracking_plan_idstringNoTracking plan this definition belongs to.

Additional properties are rejected.

Example input

{
  "name": "first_contact_created",
  "description": "A workspace created its first CRM contact.",
  "owner": "growth",
  "properties": [
    "tenant_id",
    "workspace_id",
    "source"
  ]
}

Example response

{
  "event": {
    "id": "evt_123",
    "name": "first_contact_created"
  },
  "request_id": "req_139"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The idempotency key was reused with a different request body.

list_events

List analytics event definitions in the workspace tracking plan.

MVP
Read operationNo dry runStrict schema
Required scopes
analytics:read
API equivalent
GET /v1/analytics/events

Example prompt

List activation events owned by growth.

Input schema

PropertyTypeRequiredDescription
querystringNoFree-text search across event names and descriptions.
ownerstringNoRestrict results to one owner.
limitinteger · min 1 · max 100NoMaximum number of events to return.
cursorstringNoOpaque cursor from a previous response's next_cursor.

Additional properties are rejected.

Example input

{
  "owner": "growth",
  "limit": 25
}

Example response

{
  "events": [
    {
      "id": "evt_123",
      "name": "first_contact_created",
      "owner": "growth"
    }
  ],
  "request_id": "req_140"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

define_property

Define a reusable analytics property for the tracking plan.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
analytics:write
API equivalent
POST /v1/analytics/properties

Example prompt

Define workspace_id as a required string property.

Input schema

PropertyTypeRequiredDescription
keystringYesProperty key used in tracked events.
typestring · string | number | boolean | datetime | object | arrayYesExpected property value type.
descriptionstringNoHuman-readable property meaning.
requiredboolean · default falseNoWhether this property is required when associated with an event.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.
tracking_plan_idstringNoTracking plan this definition belongs to.

Additional properties are rejected.

Example input

{
  "key": "workspace_id",
  "type": "string",
  "description": "Workspace identifier associated with the event.",
  "required": true
}

Example response

{
  "property": {
    "id": "prop_123",
    "key": "workspace_id",
    "type": "string"
  },
  "request_id": "req_141"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The idempotency key was reused with a different request body.

validate_event

Validate an event payload against its definition in the workspace tracking plan. Checks the expected property keys and the event's stored validation rules. The result reports which rule kinds were evaluated and names any that were stored but not applied, so a valid result is not mistaken for an unchecked one.

MVP
Read operationNo dry runStrict schema
Required scopes
analytics:read
API equivalent
POST /v1/analytics/events/validate

Example prompt

Validate a first_contact_created event payload.

Input schema

PropertyTypeRequiredDescription
namestringYesEvent name to validate.
propertiesobjectYesEvent payload properties to validate.

Additional properties are rejected.

Example input

{
  "name": "first_contact_created",
  "properties": {
    "tenant_id": "ten_123",
    "workspace_id": "wrk_123",
    "source": "mcp"
  }
}

Example response

{
  "valid": true,
  "errors": [],
  "request_id": "req_142"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_tracking_plan

Create a tracking plan to group the event and property definitions that belong to one product surface or release. Events and properties reference a plan by tracking_plan_id; a plan is the grouping, not the owner, so archiving it leaves their definitions intact.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
analytics:write
API equivalent
POST /v1/analytics/tracking-plans

Input schema

PropertyTypeRequiredDescription
keystringYesStable identifier, unique within the workspace.
namestringYesNo description yet.
descriptionstringNoNo description yet.
statusstring · draft | active | archivedNoNo description yet.
metadataobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The idempotency key was reused with a different request body.

list_tracking_plans

List tracking plans in the workspace. An empty list means none has been defined, which is a real answer rather than a failure.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
analytics:read
API equivalent
GET /v1/analytics/tracking-plans

Input schema

PropertyTypeRequiredDescription
statusstring · draft | active | archivedNoNo description yet.
querystringNoFree-text search across key, name and description.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

update_tracking_plan

Rename a tracking plan, revise its description, or move it between draft, active and archived. At least one field must change.

MVP
Read operationNo dry runStrict schema
Required scopes
analytics:write
API equivalent
PATCH /v1/analytics/tracking-plans/{tracking_plan_id}

Input schema

PropertyTypeRequiredDescription
tracking_plan_idstringYesNo description yet.
namestringNoNo description yet.
descriptionstringNoNo description yet.
statusstring · draft | active | archivedNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

archive_tracking_plan

Archive a tracking plan. Events and properties that reference it keep their definitions and their reference; the plan simply stops appearing in reads.

MVP
Read operationNo dry runStrict schema
Required scopes
analytics:write
API equivalent
DELETE /v1/analytics/tracking-plans/{tracking_plan_id}

Input schema

PropertyTypeRequiredDescription
tracking_plan_idstringYesNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_integration_event_types

List subscribable integration and webhook event types.

MVP
Read operationNo dry runStrict schema
Required scopes
integrations:read
API equivalent
GET /v1/integrations/events

Example prompt

List webhook event types for CRM changes.

Input schema

PropertyTypeRequiredDescription
querystringNoFree-text search across event keys and descriptions.
categorystringNoRestrict results to a category such as crm, cms, assets, or usage.

Additional properties are rejected.

Example input

{
  "category": "crm"
}

Example response

{
  "event_types": [
    {
      "key": "contact.created",
      "category": "crm"
    }
  ],
  "request_id": "req_143"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

register_integration_event_type

Register a workspace-specific integration event type.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
integrations:write
API equivalent
POST /v1/integrations/events

Example prompt

Register a publishing integration event type.

Input schema

PropertyTypeRequiredDescription
keystringYesStable event key such as external.publish.completed.
categorystringYesGrouping for discovery and filtering.
descriptionstringYesHuman-readable event purpose.
schemaobjectNoOptional JSON schema for event payloads.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.

Additional properties are rejected.

Example input

{
  "key": "external.publish.completed",
  "category": "publishing",
  "description": "External publishing workflow completed."
}

Example response

{
  "event_type": {
    "id": "iet_123",
    "key": "external.publish.completed"
  },
  "request_id": "req_144"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The idempotency key was reused with a different request body.

create_webhook_endpoint

Create a signed webhook endpoint subscription.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
integrations:write
API equivalent
POST /v1/webhooks

Example prompt

Create a webhook for CRM contact events.

Input schema

PropertyTypeRequiredDescription
namestringYesDisplay name for the endpoint.
urlstringYesHTTP or HTTPS delivery URL.
event_typesarrayYesEvent types to subscribe to.
statusstring · active | paused | disabledNoEndpoint lifecycle state.
max_attemptsinteger · min 1 · max 10NoBounded delivery attempts per event.
metadataobjectNoEndpoint metadata.
idempotency_keystringNoStable client-generated key that makes retries safe for this write.

Additional properties are rejected.

Example input

{
  "name": "CRM Ops Webhook",
  "url": "https://example.com/slab5/webhooks",
  "event_types": [
    "contact.created"
  ]
}

Example response

{
  "webhook": {
    "id": "wh_123",
    "status": "active",
    "signing_secret_preview": "whsec_abcd...wxyz"
  },
  "request_id": "req_145"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The idempotency key was reused with a different request body.

list_webhook_endpoints

List workspace webhook endpoint subscriptions.

MVP
Read operationNo dry runStrict schema
Required scopes
integrations:read
API equivalent
GET /v1/webhooks

Example prompt

List active webhooks for contact.created.

Input schema

PropertyTypeRequiredDescription
querystringNoFree-text search across names and URLs.
statusstring · active | paused | disabledNoEndpoint status filter.
event_typestringNoOnly endpoints subscribed to this event type.
limitinteger · min 1 · max 100NoMaximum number of endpoints to return.
cursorstringNoOpaque cursor from a previous response's next_cursor.

Additional properties are rejected.

Example input

{
  "event_type": "contact.created",
  "status": "active"
}

Example response

{
  "webhooks": [
    {
      "id": "wh_123",
      "name": "CRM Ops Webhook"
    }
  ],
  "request_id": "req_146"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

update_webhook_endpoint

Update webhook endpoint configuration or lifecycle state.

MVP
Read operationNo dry runStrict schema
Required scopes
integrations:write
API equivalent
PATCH /v1/webhooks/{webhook_id}

Example prompt

Pause webhook wh_123.

Input schema

PropertyTypeRequiredDescription
webhook_idstringYesWebhook endpoint identifier.
namestringNoNo description yet.
urlstringNoNo description yet.
statusstring · active | paused | disabledNoNo description yet.
event_typesarrayNoNo description yet.
max_attemptsinteger · min 1 · max 10NoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

{
  "webhook_id": "wh_123",
  "status": "paused"
}

Example response

{
  "webhook": {
    "id": "wh_123",
    "status": "paused"
  },
  "request_id": "req_147"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

send_test_webhook_event

Queue a signed test delivery for a webhook endpoint.

MVP
Read operationNo dry runStrict schema
Required scopes
integrations:write
API equivalent
POST /v1/webhooks/{webhook_id}/test

Example prompt

Send a test event to wh_123.

Input schema

PropertyTypeRequiredDescription
webhook_idstringYesWebhook endpoint identifier.
payloadobjectNoOptional test payload data.

Additional properties are rejected.

Example input

{
  "webhook_id": "wh_123"
}

Example response

{
  "delivery": {
    "id": "whd_123",
    "event_type": "webhook.test",
    "status": "pending"
  },
  "request_id": "req_148"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_webhook_deliveries

List webhook delivery attempts and retry state.

MVP
Read operationNo dry runStrict schema
Required scopes
integrations:read
API equivalent
GET /v1/webhooks/{webhook_id}/deliveries

Example prompt

Show failed webhook deliveries.

Input schema

PropertyTypeRequiredDescription
webhook_idstringNoWebhook endpoint identifier.
event_typestringNoDelivery event type filter.
statusstring · pending | retrying | succeeded | failedNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

{
  "status": "failed",
  "limit": 25
}

Example response

{
  "deliveries": [
    {
      "id": "whd_123",
      "status": "failed",
      "attempt_count": 3
    }
  ],
  "request_id": "req_149"
}

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

list_bi_dashboards

List Product Analytics and BI dashboards in the current workspace.

Experimental
Read operationNo dry runStrict schema
Required scopes
bi:read
API equivalent
GET /v1/bi/dashboards

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
statusstring · draft | active | archivedNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_bi_dashboard

Create a local, provider-neutral BI dashboard definition.

Experimental
Idempotent writesNo dry runStrict schema
Required scopes
bi:write
API equivalent
POST /v1/bi/dashboards

Input schema

PropertyTypeRequiredDescription
keystringYesNo description yet.
namestringYesNo description yet.
descriptionstringNoNo description yet.
statusstring · draft | active | archivedNoNo description yet.
layoutobjectNoNo description yet.
filtersobjectNoNo description yet.
metadataobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The idempotency key was reused with a different request body.

list_bi_reports

List BI reports, optionally filtered by dashboard or dataset.

Experimental
Read operationNo dry runStrict schema
Required scopes
bi:read
API equivalent
GET /v1/bi/reports

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
dashboard_idstringNoNo description yet.
dataset_idstringNoNo description yet.
statusstring · draft | active | archivedNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_bi_report

Create a local BI report definition linked to optional dashboard and dataset records.

Experimental
Idempotent writesNo dry runStrict schema
Required scopes
bi:write
API equivalent
POST /v1/bi/reports

Input schema

PropertyTypeRequiredDescription
keystringYesNo description yet.
namestringYesNo description yet.
descriptionstringNoNo description yet.
dashboard_idstringNoNo description yet.
dataset_idstringNoNo description yet.
statusstring · draft | active | archivedNoNo description yet.
visualizationobjectNoNo description yet.
query_specobjectNoNo description yet.
metadataobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

The idempotency key was reused with a different request body.

list_bi_datasets

List local BI dataset definitions.

Experimental
Read operationNo dry runStrict schema
Required scopes
bi:read
API equivalent
GET /v1/bi/datasets

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
kindstring · mock | table | view | semanticNoNo description yet.
statusstring · draft | active | archivedNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_bi_dataset

Create a provider-neutral dataset definition using local/mock metadata.

Experimental
Idempotent writesNo dry runStrict schema
Required scopes
bi:write
API equivalent
POST /v1/bi/datasets

Input schema

PropertyTypeRequiredDescription
keystringYesNo description yet.
namestringYesNo description yet.
descriptionstringNoNo description yet.
kindstring · mock | table | view | semanticNoNo description yet.
statusstring · draft | active | archivedNoNo description yet.
schemaobjectNoNo description yet.
sample_rowsarrayNoNo description yet.
metadataobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The idempotency key was reused with a different request body.

list_bi_metrics

List workspace BI metric definitions.

Experimental
Read operationNo dry runStrict schema
Required scopes
bi:read
API equivalent
GET /v1/bi/metrics

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
dataset_idstringNoNo description yet.
statusstring · draft | active | archivedNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_bi_metric

Create a workspace BI metric expression.

Experimental
Idempotent writesNo dry runStrict schema
Required scopes
bi:write
API equivalent
POST /v1/bi/metrics

Input schema

PropertyTypeRequiredDescription
keystringYesNo description yet.
namestringYesNo description yet.
expressionstringYesNo description yet.
dataset_idstringNoNo description yet.
descriptionstringNoNo description yet.
unitstringNoNo description yet.
statusstring · draft | active | archivedNoNo description yet.
metadataobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

The idempotency key was reused with a different request body.

run_bi_query

Run a BI query or built-in workspace dataset and optionally persist the query definition.

Experimental
Idempotent writesNo dry runStrict schema
Required scopes
bi:write
API equivalent
POST /v1/bi/queries/run

Input schema

PropertyTypeRequiredDescription
statementstringNoNo description yet.
dataset_keystring · api_usage | audit_activity | workspace_activity | crm_contacts | crm_companies | crm_leads | crm_pipeline | crm_notes_activity | tasks_summary | tasks_due | support_ticket_health | support_ticket_volume | cms_publishing_status | cms_content_inventory | marketing_campaigns | asset_library | asset_storage_usage | analytics_governance | finance_invoices | finance_payments | content_performance | usage_activation | agentops_execution_healthNoNo description yet.
dataset_idstringNoNo description yet.
parametersobjectNoNo description yet.
persistbooleanNoNo description yet.
keystringNoNo description yet.
namestringNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

The idempotency key was reused with a different request body.

ask_workspace_data

Ask a business question of governed workspace data. Retrieves matching governed metrics from the workspace semantic index, compiles deterministic SQL from the approved metric expression, and returns the answer with its lineage. When no metric matches the question closely enough, reports that instead of answering with the nearest one.

Experimental
Read operationNo dry runStrict schema
Required scopes
bi:read
API equivalent
POST /v1/bi/intelligence/runs

Input schema

PropertyTypeRequiredDescription
questionstringYesThe business question to answer.
top_kintegerNoCandidate metrics to retrieve. Defaults to 8.
min_scorenumberNoMinimum retrieval score for a metric to count as a match. Below the floor the run reports no match rather than answering.

Example input

Example response

Common errors

create_bi_export

Create a BI export artifact for a query or report.

Experimental
Idempotent writesNo dry runStrict schema
Required scopes
bi:write
API equivalent
POST /v1/bi/exports

Input schema

PropertyTypeRequiredDescription
namestringYesNo description yet.
formatstring · csv | json | xlsx | pdfYesNo description yet.
query_idstringNoNo description yet.
expires_atstring · date-timeNoNo description yet.
metadataobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

The idempotency key was reused with a different request body.

update_bi_object

Update editable BI object metadata within the current workspace.

Experimental
Read operationNo dry runStrict schema
Required scopes
bi:write
API equivalent
PATCH /v1/bi/{collection}/{id}

Input schema

PropertyTypeRequiredDescription
kindstring · dashboard | dataset | report | metric | query | export | scheduled_artifactYesNo description yet.
idstringYesNo description yet.
namestringNoNo description yet.
descriptionstringNoNo description yet.
expressionstringNoNo description yet.
statementstringNoNo description yet.
cadencestring · daily | weekly | monthlyNoNo description yet.
recipientsarrayNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

archive_bi_object

Archive a BI object in the current workspace. Export artifacts are expired.

Experimental
Read operationNo dry runStrict schema
Required scopes
bi:write
API equivalent
DELETE /v1/bi/{collection}/{id}

Input schema

PropertyTypeRequiredDescription
kindstring · dashboard | dataset | report | metric | query | export | scheduled_artifactYesNo description yet.
idstringYesNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_data_agent_execution_planes

List execution planes available for Data Agents dataset builds, previews, backfills, and offline jobs.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/data-agents/execution-planes

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
execution_planestring · lambda | managedNoNo description yet.
statusstring · draft | active | paused | deprecated | archivedNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_data_agent_execution_plane

Create a governed execution plane configuration for agent-driven analytics workloads.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/data-agents/execution-planes

Input schema

PropertyTypeRequiredDescription
keystringYesNo description yet.
namestringYesNo description yet.
descriptionstringNoNo description yet.
execution_planestring · lambda | managedNoNo description yet.
statusstring · draft | active | paused | deprecated | archivedNoNo description yet.
providerstringNoNo description yet.
regionstringNoNo description yet.
runtimestringNoNo description yet.
capacitystring · micro | small | medium | largeNoNo description yet.
max_concurrencyinteger · min 1NoNo description yet.
timeout_secondsinteger · min 1NoNo description yet.
configobjectNoNo description yet.
capabilitiesobjectNoNo description yet.
metadataobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

The idempotency key was reused with a different request body.

update_data_agent_execution_plane

Update status, capacity, runtime configuration, or capabilities for a Data Agents execution plane.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
PATCH /v1/data-agents/execution-planes/{execution_plane_id}

Input schema

PropertyTypeRequiredDescription
execution_plane_idstringYesNo description yet.
namestringNoNo description yet.
descriptionstringNoNo description yet.
statusstring · draft | active | paused | deprecated | archivedNoNo description yet.
providerstringNoNo description yet.
regionstringNoNo description yet.
runtimestringNoNo description yet.
capacitystring · micro | small | medium | largeNoNo description yet.
max_concurrencyinteger · min 1NoNo description yet.
timeout_secondsinteger · min 1NoNo description yet.
configobjectNoNo description yet.
capabilitiesobjectNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_data_agent_dataset_versions

List governed Data Agents dataset versions in the current workspace.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/data-agents/dataset-versions

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
dataset_idstringNoNo description yet.
pipeline_idstringNoNo description yet.
execution_plane_idstringNoNo description yet.
execution_planestring · lambda | managedNoNo description yet.
statusstring · draft | proposed | approved | active | deprecated | archivedNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_data_agent_dataset_version

Create a governed dataset version that can be traced to BI datasets, pipelines, manifests, lineage, and agent decisions.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/data-agents/dataset-versions

Input schema

PropertyTypeRequiredDescription
dataset_idstringYesNo description yet.
pipeline_idstringNoNo description yet.
execution_plane_idstringNoNo description yet.
versioninteger · min 1YesNo description yet.
statusstring · draft | proposed | approved | active | deprecated | archivedNoNo description yet.
execution_planestring · lambda | managedNoNo description yet.
definitionobjectNoNo description yet.
statementstringNoNo description yet.
schemaobjectNoNo description yet.
partitioningobjectNoNo description yet.
materializationobjectNoNo description yet.
approved_atstring · date-timeNoNo description yet.
activated_atstring · date-timeNoNo description yet.
deprecated_atstring · date-timeNoNo description yet.
metadataobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

The idempotency key was reused with a different request body.

list_data_agent_dataset_manifests

List dataset storage manifests produced by Data Agents pipelines or jobs.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/data-agents/manifests

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
dataset_version_idstringNoNo description yet.
pipeline_run_idstringNoNo description yet.
pipeline_job_run_idstringNoNo description yet.
kindstring · jsonl | parquetNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_data_agent_dataset_manifest

Create a storage manifest for a governed dataset version.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/data-agents/manifests

Input schema

PropertyTypeRequiredDescription
dataset_version_idstringYesNo description yet.
pipeline_run_idstringNoNo description yet.
pipeline_job_run_idstringNoNo description yet.
formatstring · jsonl | parquetNoNo description yet.
uristringYesNo description yet.
partition_valuesobjectNoNo description yet.
schemaobjectNoNo description yet.
row_countinteger · min 0NoNo description yet.
byte_sizeinteger · min 0NoNo description yet.
checksum_sha256stringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_data_agent_execution_jobs

List Data Agent execution jobs for dataset refreshes, backfills, compaction, and knowledgebase workflows.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/data-agents/execution-jobs

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
job_idstringNoNo description yet.
statusstring · queued | running | succeeded | failed | canceledNoNo description yet.
job_typestringNoNo description yet.
execution_plane_idstringNoNo description yet.
dataset_version_idstringNoNo description yet.
decision_idstringNoNo description yet.
knowledge_artifact_idstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

get_data_agent_execution_job_details

Get a Data Agent execution job with audit timeline, worker log entries, retry state, payload, output refs, and related governed object ids.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/data-agents/execution-jobs/{job_id}

Input schema

PropertyTypeRequiredDescription
job_idstringYesNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_data_agent_execution_job

Create a durable execution job for a Data Agent workflow before local, queued, or managed dispatch.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/data-agents/execution-jobs

Input schema

PropertyTypeRequiredDescription
execution_plane_idstringNoNo description yet.
dataset_version_idstringNoNo description yet.
decision_idstringNoNo description yet.
knowledge_artifact_idstringNoNo description yet.
job_typestringYesNo description yet.
statusstring · queued | running | succeeded | failed | canceledNoNo description yet.
triggerstringNoNo description yet.
payloadobjectNoNo description yet.
output_refsobjectNoNo description yet.
attempt_countinteger · min 0NoNo description yet.
max_attemptsinteger · min 1NoNo description yet.
queued_atstring · date-timeNoNo description yet.
started_atstring · date-timeNoNo description yet.
finished_atstring · date-timeNoNo description yet.
errorstringNoNo description yet.
metadataobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

The idempotency key was reused with a different request body.

update_data_agent_execution_job

Update status, attempts, output references, or error details for a Data Agent execution job.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:writedata_agents:execute
API equivalent
PATCH /v1/data-agents/execution-jobs/{job_id}

Input schema

PropertyTypeRequiredDescription
job_idstringYesNo description yet.
statusstring · queued | running | succeeded | failed | canceledNoNo description yet.
output_refsobjectNoNo description yet.
attempt_countinteger · min 0NoNo description yet.
started_atstring · date-timeNoNo description yet.
finished_atstring · date-timeNoNo description yet.
errorstringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

dispatch_data_agent_execution_job

Create a queued Data Agent execution job from workflow object IDs and return managed dispatch metadata without invoking external compute yet.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
data_agents:execute
API equivalent
MCP-only workflow

Input schema

PropertyTypeRequiredDescription
job_typestring · content_performance_knowledgebase | dataset_refresh | dataset_backfill | dataset_compaction | knowledgebase_indexingYesNo description yet.
execution_plane_idstringYesNo description yet.
dataset_version_idstringNoNo description yet.
decision_idstringNoNo description yet.
knowledge_artifact_idstringNoNo description yet.
dispatch_targetstring · queue | local_mock | managedNoNo description yet.
triggerstringNoNo description yet.
payloadobjectNoNo description yet.
max_attemptsinteger · min 1NoNo description yet.
metadataobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

The idempotency key was reused with a different request body.

list_data_agent_lineage_edges

List lineage edges connecting source systems, datasets, metrics, reports, insights, recommendations, and knowledge artifacts.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/data-agents/lineage

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
dataset_version_idstringNoNo description yet.
decision_idstringNoNo description yet.
sourcestringNoNo description yet.
kindstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_data_agent_lineage_edge

Create a lineage edge for a Data Agents source, transform, metric, report, decision, insight, recommendation, or artifact.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/data-agents/lineage

Input schema

PropertyTypeRequiredDescription
dataset_version_idstringNoNo description yet.
decision_idstringNoNo description yet.
source_kindstring · postgres_table | postgres_query | s3_object | dataset | dataset_version | metric | report | dashboard | pipeline | job | insight | recommendation | source_object | knowledge_artifactYesNo description yet.
source_idstringNoNo description yet.
source_namestringNoNo description yet.
source_metadataobjectNoNo description yet.
target_kindstring · postgres_table | postgres_query | s3_object | dataset | dataset_version | metric | report | dashboard | pipeline | job | insight | recommendation | source_object | knowledge_artifactYesNo description yet.
target_idstringNoNo description yet.
target_namestringNoNo description yet.
target_metadataobjectNoNo description yet.
transformobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_data_agent_decisions

List auditable Data Agents decisions and approval states.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/data-agents/decisions

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
dataset_version_idstringNoNo description yet.
statusstring · pending | approved | rejected | superseded | executed | failedNoNo description yet.
kindstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_data_agent_decision

Create an auditable agent decision for a dataset, metric, report, pipeline, insight, or recommendation.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/data-agents/decisions

Input schema

PropertyTypeRequiredDescription
ops_agent_run_idstringNoNo description yet.
dataset_version_idstringNoNo description yet.
decision_typestringYesNo description yet.
titlestringYesNo description yet.
summarystringNoNo description yet.
input_summarystringNoNo description yet.
reasoning_summarystringNoNo description yet.
proposed_changeobjectNoNo description yet.
target_kindstringNoNo description yet.
target_idstringNoNo description yet.
approval_statusstring · pending | approved | rejected | superseded | executed | failedNoNo description yet.
reviewed_atstring · date-timeNoNo description yet.
executed_atstring · date-timeNoNo description yet.
errorstringNoNo description yet.
metadataobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

The idempotency key was reused with a different request body.

update_data_agent_decision

Update approval, execution, error, or metadata state for a Data Agents decision.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:writedata_agents:execute
API equivalent
PATCH /v1/data-agents/decisions/{decision_id}

Input schema

PropertyTypeRequiredDescription
decision_idstringYesNo description yet.
approval_statusstring · pending | approved | rejected | superseded | executed | failedNoNo description yet.
reviewed_atstring · date-timeNoNo description yet.
executed_atstring · date-timeNoNo description yet.
errorstringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_data_agent_insights

List operational insights generated from governed datasets, reports, metrics, decisions, or source objects.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/data-agents/insights

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
dataset_version_idstringNoNo description yet.
report_idstringNoNo description yet.
metric_idstringNoNo description yet.
decision_idstringNoNo description yet.
statusstring · draft | proposed | approved | active | deprecated | archivedNoNo description yet.
kindstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_data_agent_insight

Create an operational insight tied to governed data, metrics, reports, decisions, and evidence.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/data-agents/insights

Input schema

PropertyTypeRequiredDescription
dataset_version_idstringNoNo description yet.
report_idstringNoNo description yet.
metric_idstringNoNo description yet.
decision_idstringNoNo description yet.
titlestringYesNo description yet.
summarystringNoNo description yet.
insight_typestringNoNo description yet.
severitystringNoNo description yet.
confidencenumberNoNo description yet.
evidenceobjectNoNo description yet.
source_refsarrayNoNo description yet.
statusstring · draft | proposed | approved | active | deprecated | archivedNoNo description yet.
detected_atstring · date-timeNoNo description yet.
resolved_atstring · date-timeNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_data_agent_recommendations

List recommendations generated from Data Agents insights and decisions.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/data-agents/recommendations

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
insight_idstringNoNo description yet.
decision_idstringNoNo description yet.
statusstring · pending | approved | rejected | superseded | executed | failedNoNo description yet.
kindstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_data_agent_recommendation

Create an operational recommendation tied to a Data Agents insight, decision, proposed action, task, activity, or notification.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/data-agents/recommendations

Input schema

PropertyTypeRequiredDescription
insight_idstringNoNo description yet.
decision_idstringNoNo description yet.
ops_proposed_action_idstringNoNo description yet.
task_idstringNoNo description yet.
activity_idstringNoNo description yet.
notification_idstringNoNo description yet.
action_typestringYesNo description yet.
titlestringYesNo description yet.
descriptionstringNoNo description yet.
payloadobjectNoNo description yet.
approval_statusstring · pending | approved | rejected | superseded | executed | failedNoNo description yet.
executed_atstring · date-timeNoNo description yet.
errorstringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_data_agent_recommendation

Update approval, execution, linked action, error, or metadata state for a Data Agents recommendation.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:writedata_agents:execute
API equivalent
PATCH /v1/data-agents/recommendations/{recommendation_id}

Input schema

PropertyTypeRequiredDescription
recommendation_idstringYesNo description yet.
approval_statusstring · pending | approved | rejected | superseded | executed | failedNoNo description yet.
task_idstringNoNo description yet.
activity_idstringNoNo description yet.
notification_idstringNoNo description yet.
executed_atstring · date-timeNoNo description yet.
errorstringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_data_agent_source_objects

List source objects used to generate governed datasets, decisions, insights, and recommendations.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/data-agents/source-objects

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
dataset_version_idstringNoNo description yet.
decision_idstringNoNo description yet.
insight_idstringNoNo description yet.
source_object_typestringNoNo description yet.
source_object_idstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_data_agent_source_object

Create a source object reference for governed datasets, decisions, insights, or recommendations.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/data-agents/source-objects

Input schema

PropertyTypeRequiredDescription
dataset_version_idstringNoNo description yet.
decision_idstringNoNo description yet.
insight_idstringNoNo description yet.
source_object_typestringYesNo description yet.
source_object_idstringNoNo description yet.
source_tablestringNoNo description yet.
source_columnstringNoNo description yet.
external_uristringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_data_agent_knowledge_artifacts

List knowledge artifacts generated from governed data, decisions, and source evidence.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/data-agents/knowledge-artifacts

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
dataset_version_idstringNoNo description yet.
decision_idstringNoNo description yet.
asset_idstringNoNo description yet.
kindstringNoNo description yet.
statusstring · draft | proposed | approved | active | deprecated | archivedNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_data_agent_knowledge_artifact

Create a knowledge artifact reference generated from governed datasets or agent decisions.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/data-agents/knowledge-artifacts

Input schema

PropertyTypeRequiredDescription
dataset_version_idstringNoNo description yet.
decision_idstringNoNo description yet.
asset_idstringNoNo description yet.
kindstringYesNo description yet.
statusstring · draft | proposed | approved | active | deprecated | archivedNoNo description yet.
uristringNoNo description yet.
vector_index_refstringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

propose_data_agent_dataset

Propose a governed dataset version, record the agent decision, and optionally attach source lineage in one workflow.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
MCP-only workflow

Input schema

PropertyTypeRequiredDescription
dataset_idstringYesNo description yet.
pipeline_idstringNoNo description yet.
execution_plane_idstringNoNo description yet.
versioninteger · min 1YesNo description yet.
statusstring · draft | proposed | approved | active | deprecated | archivedNoNo description yet.
execution_planestring · lambda | managedNoNo description yet.
definitionobjectNoNo description yet.
statementstringNoNo description yet.
schemaobjectNoNo description yet.
partitioningobjectNoNo description yet.
materializationobjectNoNo description yet.
titlestringYesNo description yet.
summarystringNoNo description yet.
decision_typestringNoNo description yet.
input_summarystringNoNo description yet.
reasoning_summarystringNoNo description yet.
proposed_changeobjectNoNo description yet.
approval_statusstring · pending | approved | rejected | superseded | executed | failedNoNo description yet.
source_objectsarrayNoNo description yet.
metadataobjectNoNo description yet.
decision_metadataobjectNoNo description yet.
idempotency_keystringNoNo description yet.
decision_idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

The idempotency key was reused with a different request body.

approve_data_agent_decision

Approve, reject, or otherwise review an agent decision with audit metadata.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
MCP-only workflow

Input schema

PropertyTypeRequiredDescription
decision_idstringYesNo description yet.
approval_statusstring · pending | approved | rejected | superseded | executed | failedNoNo description yet.
reviewed_atstringNoNo description yet.
summarystringNoNo description yet.
reasoning_summarystringNoNo description yet.
proposed_changeobjectNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

publish_data_agent_insight

Publish an insight from governed data and optionally create its first operational recommendation.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
MCP-only workflow

Input schema

PropertyTypeRequiredDescription
dataset_version_idstringNoNo description yet.
report_idstringNoNo description yet.
metric_idstringNoNo description yet.
decision_idstringNoNo description yet.
titlestringYesNo description yet.
summarystringNoNo description yet.
insight_typestringNoNo description yet.
severitystring · info | low | medium | high | criticalNoNo description yet.
confidencenumberNoNo description yet.
evidenceobjectNoNo description yet.
source_refsobjectNoNo description yet.
statusstring · draft | proposed | approved | active | deprecated | archivedNoNo description yet.
detected_atstringNoNo description yet.
resolved_atstringNoNo description yet.
metadataobjectNoNo description yet.
recommendationobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

execute_data_agent_recommendation

Mark a recommendation as executed or failed and link the operational action it produced.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:execute
API equivalent
MCP-only workflow

Input schema

PropertyTypeRequiredDescription
recommendation_idstringYesNo description yet.
approval_statusstring · pending | approved | rejected | superseded | executed | failedNoNo description yet.
task_idstringNoNo description yet.
activity_idstringNoNo description yet.
notification_idstringNoNo description yet.
executed_atstringNoNo description yet.
errorstringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

review_data_agent_execution_job

Draft an AgentGrid-recorded LLM review, insight, and pending recommendation from a succeeded Data Agent execution job.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:execute
API equivalent
POST /v1/data-agents/execution-jobs/{job_id}/review

Input schema

PropertyTypeRequiredDescription
job_idstringYesNo description yet.
modelstringNoNo description yet.
titlestringNoNo description yet.
recommendation_titlestringNoNo description yet.
action_typestringNoNo description yet.
campaign_idstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_agent_grid_runs

List AgentGrid assistant runs with model, token, credit, cost, and status metadata.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/agent-grid/runs

Input schema

PropertyTypeRequiredDescription
assistant_typestring · slab5_guide | workspace_assistant | data_agent_reviewer | data_agent | support_agentNoNo description yet.
statusstring · queued | running | completed | failed | canceledNoNo description yet.
querystringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_agent_grid_run

Record an AgentGrid assistant run for audit, metering, and troubleshooting.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/agent-grid/runs

Input schema

PropertyTypeRequiredDescription
assistant_typestring · slab5_guide | workspace_assistant | data_agent_reviewer | data_agent | support_agentYesNo description yet.
workflow_keystringNoNo description yet.
statusstring · queued | running | completed | failed | canceledNoNo description yet.
titlestringYesNo description yet.
summarystringNoNo description yet.
modelstringNoNo description yet.
providerstringNoNo description yet.
provider_response_idstringNoNo description yet.
input_token_countinteger · min 0NoNo description yet.
cached_input_token_countinteger · min 0NoNo description yet.
output_token_countinteger · min 0NoNo description yet.
estimated_cost_microsinteger · min 0NoNo description yet.
credit_unitsinteger · min 0NoNo description yet.
inputNoNo description yet.
outputNoNo description yet.
errorstringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

list_agent_grid_tool_calls

List tool calls recorded for AgentGrid runs.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/agent-grid/tool-calls

Input schema

PropertyTypeRequiredDescription
run_idstringNoNo description yet.
querystringNoNo description yet.
statusstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_agent_grid_tool_call

Record an AgentGrid tool call for audit and metering.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/agent-grid/tool-calls

Input schema

PropertyTypeRequiredDescription
run_idstringNoNo description yet.
tool_namestringYesNo description yet.
tool_typestringNoNo description yet.
statusstringNoNo description yet.
duration_msinteger · min 0NoNo description yet.
inputNoNo description yet.
outputNoNo description yet.
errorstringNoNo description yet.
credit_unitsinteger · min 0NoNo description yet.
estimated_cost_microsinteger · min 0NoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_agent_grid_retrieval_hits

List retrieval hits used by Slab5 assistants and Data Agent reviewers.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/agent-grid/retrieval-hits

Input schema

PropertyTypeRequiredDescription
run_idstringNoNo description yet.
sourcestringNoNo description yet.
querystringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_agent_grid_retrieval_hit

Record a retrieval hit used by a Slab5 assistant or Data Agent reviewer.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/agent-grid/retrieval-hits

Input schema

PropertyTypeRequiredDescription
run_idstringNoNo description yet.
sourcestringYesNo description yet.
source_idstringNoNo description yet.
source_uristringNoNo description yet.
titlestringNoNo description yet.
scorenumberNoNo description yet.
token_countinteger · min 0NoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_agent_grid_cost_events

List AgentGrid model, retrieval, and tool-call cost events.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/agent-grid/cost-events

Input schema

PropertyTypeRequiredDescription
run_idstringNoNo description yet.
event_typestringNoNo description yet.
querystringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_agent_grid_cost_event

Record a model, retrieval, or tool cost event for AgentGrid usage visibility.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/agent-grid/cost-events

Input schema

PropertyTypeRequiredDescription
run_idstringNoNo description yet.
event_typestringYesNo description yet.
providerstringNoNo description yet.
modelstringNoNo description yet.
input_token_countinteger · min 0NoNo description yet.
output_token_countinteger · min 0NoNo description yet.
retrieval_unitsinteger · min 0NoNo description yet.
tool_call_unitsinteger · min 0NoNo description yet.
estimated_cost_microsinteger · min 0NoNo description yet.
credit_unitsinteger · min 0NoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_agent_definitions

List reusable AgentGrid agent definitions for the current workspace.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/agent-grid/agents

Input schema

PropertyTypeRequiredDescription
kindstring · manager | specialist | assistant | reviewer | toolNoNo description yet.
statusstring · draft | active | paused | archivedNoNo description yet.
querystringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_agent_definition

Create a stable reusable AgentGrid agent definition.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/agent-grid/agents

Input schema

PropertyTypeRequiredDescription
keystringYesNo description yet.
namestringYesNo description yet.
descriptionstringNoNo description yet.
kindstring · manager | specialist | assistant | reviewer | toolNoNo description yet.
statusstring · draft | active | paused | archivedNoNo description yet.
modelstringNoNo description yet.
providerstringNoNo description yet.
tool_allowlistarrayNoNo description yet.
memory_policyobjectNoNo description yet.
guardrailsobjectNoNo description yet.
resource_capsobjectNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The idempotency key was reused with a different request body.

update_agent_definition

Update reusable AgentGrid agent definition metadata or published version.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
PATCH /v1/agent-grid/agents/{agent_id}

Input schema

PropertyTypeRequiredDescription
agent_idstringYesNo description yet.
namestringNoNo description yet.
descriptionstringNoNo description yet.
kindstring · manager | specialist | assistant | reviewer | toolNoNo description yet.
statusstring · draft | active | paused | archivedNoNo description yet.
modelstringNoNo description yet.
providerstringNoNo description yet.
published_version_idstringNoNo description yet.
tool_allowlistarrayNoNo description yet.
memory_policyobjectNoNo description yet.
guardrailsobjectNoNo description yet.
resource_capsobjectNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_agent_definition_versions

List immutable versions for a reusable AgentGrid agent definition.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/agent-grid/agent-versions

Input schema

PropertyTypeRequiredDescription
agent_idstringYesNo description yet.
querystringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_agent_definition_version

Create an immutable version for a reusable AgentGrid agent definition.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/agent-grid/agent-versions

Input schema

PropertyTypeRequiredDescription
agent_idstringYesNo description yet.
namestringNoNo description yet.
descriptionstringNoNo description yet.
kindstring · manager | specialist | assistant | reviewer | toolNoNo description yet.
modelstringNoNo description yet.
providerstringNoNo description yet.
instructionsstringYesNo description yet.
tool_allowlistarrayNoNo description yet.
memory_policyobjectNoNo description yet.
guardrailsobjectNoNo description yet.
resource_capsobjectNoNo description yet.
input_schemaobjectNoNo description yet.
output_schemaobjectNoNo description yet.
definitionobjectNoNo description yet.
checksumstringNoNo description yet.
metadataobjectNoNo description yet.
publishbooleanNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_agent_workflows

List stable AgentGrid workflow definitions.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/agent-grid/workflows

Input schema

PropertyTypeRequiredDescription
statusstring · draft | active | paused | archivedNoNo description yet.
user_idstringNoNo description yet.
querystringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_agent_workflow

Create a stable logical workflow record for AgentGrid.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/agent-grid/workflows

Input schema

PropertyTypeRequiredDescription
keystringYesNo description yet.
namestringYesNo description yet.
descriptionstringNoNo description yet.
statusstring · draft | active | paused | archivedNoNo description yet.
owner_user_idstringNoNo description yet.
owner_agent_idstringNoNo description yet.
triggerobjectNoNo description yet.
permissionsobjectNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

update_agent_workflow

Update workflow metadata, status, or the published workflow version pointer.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
PATCH /v1/agent-grid/workflows/{workflow_id}

Input schema

PropertyTypeRequiredDescription
workflow_idstringYesNo description yet.
namestringNoNo description yet.
descriptionstringNoNo description yet.
statusstring · draft | active | paused | archivedNoNo description yet.
owner_user_idstringNoNo description yet.
owner_agent_idstringNoNo description yet.
triggerobjectNoNo description yet.
permissionsobjectNoNo description yet.
published_version_idstringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

discover_agent_grid_workflows

Find semantically similar AgentGrid workflows and reusable workflow templates for a plain-language automation request.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
POST /v1/agent-grid/workflow-discovery

Example prompt

Find a workflow template for qualifying inbound leads and creating follow-up tasks.

Input schema

PropertyTypeRequiredDescription
querystringYesPlain-language description of the workflow or automation the user wants to build or reuse.
top_kinteger · min 1 · max 20NoNo description yet.

Additional properties are rejected.

Example input

{
  "query": "Qualify inbound leads, assign an owner, and create follow-up tasks",
  "top_k": 5
}

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

reindex_agent_grid_workflow_discovery

Refresh the semantic discovery index for workspace AgentGrid workflows and reusable workflow templates.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/agent-grid/workflow-discovery/reindex

Input schema

PropertyTypeRequiredDescription
backendstring · local | s3_vectorsNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

list_agent_workflow_versions

List immutable versions for AgentGrid workflows.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/agent-grid/workflow-versions

Input schema

PropertyTypeRequiredDescription
workflow_idstringNoNo description yet.
querystringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_agent_workflow_version

Create an immutable AgentGrid workflow version containing the trigger, schemas, graph, policy, permissions, and billing contract.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/agent-grid/workflow-versions

Input schema

PropertyTypeRequiredDescription
workflow_idstringYesNo description yet.
publishbooleanNoNo description yet.
namestringNoNo description yet.
descriptionstringNoNo description yet.
triggerobjectNoNo description yet.
input_schemaobjectNoNo description yet.
output_schemaobjectNoNo description yet.
graphobjectNoNo description yet.
memory_policyobjectNoNo description yet.
context_policyobjectNoNo description yet.
guardrailsobjectNoNo description yet.
approval_policyobjectNoNo description yet.
failure_policyobjectNoNo description yet.
resource_capsobjectNoNo description yet.
observabilityobjectNoNo description yet.
permissionsobjectNoNo description yet.
billing_policyobjectNoNo description yet.
definitionobjectNoNo description yet.
checksumstringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_agent_sessions

List assistant or workflow sessions recorded by AgentGrid.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/agent-grid/sessions

Input schema

PropertyTypeRequiredDescription
run_idstringNoNo description yet.
assistant_typestring · slab5_guide | workspace_assistant | data_agent_reviewer | data_agent | support_agentNoNo description yet.
statusstring · queued | running | completed | failed | canceled | archivedNoNo description yet.
querystringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_agent_session

Create an AgentGrid assistant or workflow session container.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/agent-grid/sessions

Input schema

PropertyTypeRequiredDescription
run_idstringNoNo description yet.
assistant_typestring · slab5_guide | workspace_assistant | data_agent_reviewer | data_agent | support_agentYesNo description yet.
workflow_keystringNoNo description yet.
statusstring · queued | running | completed | failed | canceled | archivedNoNo description yet.
titlestringYesNo description yet.
summarystringNoNo description yet.
modelstringNoNo description yet.
providerstringNoNo description yet.
provider_session_idstringNoNo description yet.
input_token_countinteger · min 0NoNo description yet.
cached_input_token_countinteger · min 0NoNo description yet.
output_token_countinteger · min 0NoNo description yet.
started_atstring · date-timeNoNo description yet.
completed_atstring · date-timeNoNo description yet.
request_idstringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_agent_session

Update an AgentGrid assistant or workflow session status and summary metadata.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
PATCH /v1/agent-grid/sessions/{session_id}

Input schema

PropertyTypeRequiredDescription
session_idstringYesNo description yet.
statusstring · queued | running | completed | failed | canceled | archivedNoNo description yet.
titlestringNoNo description yet.
summarystringNoNo description yet.
modelstringNoNo description yet.
providerstringNoNo description yet.
provider_session_idstringNoNo description yet.
input_token_countinteger · min 0NoNo description yet.
cached_input_token_countinteger · min 0NoNo description yet.
output_token_countinteger · min 0NoNo description yet.
started_atstring · date-timeNoNo description yet.
completed_atstring · date-timeNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_agent_session_items

List ordered messages, tool calls, retrieval events, and memory references in an AgentGrid session.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/agent-grid/session-items

Input schema

PropertyTypeRequiredDescription
session_idstringNoNo description yet.
run_idstringNoNo description yet.
memory_idstringNoNo description yet.
typestring · message | tool_call | retrieval | event | memoryNoNo description yet.
sourcestring · system | user | assistant | tool | agentNoNo description yet.
querystringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_agent_session_item

Append a message, tool call, retrieval event, or memory reference to an AgentGrid session.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/agent-grid/session-items

Input schema

PropertyTypeRequiredDescription
session_idstringYesNo description yet.
run_idstringNoNo description yet.
memory_idstringNoNo description yet.
item_typestring · message | tool_call | retrieval | event | memoryNoNo description yet.
rolestring · system | user | assistant | tool | agentNoNo description yet.
sequenceinteger · min 0NoNo description yet.
contentstringNoNo description yet.
inputNoNo description yet.
outputNoNo description yet.
errorstringNoNo description yet.
token_countinteger · min 0NoNo description yet.
occurred_atstring · date-timeNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_agent_memories

List workspace-scoped assistant memory records stored by Slab5.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/agent-grid/memories

Input schema

PropertyTypeRequiredDescription
run_idstringNoNo description yet.
scopestring · user | workspace | workflow | agentNoNo description yet.
kindstring · preference | fact | summary | lesson | decisionNoNo description yet.
statusstring · active | stale | archivedNoNo description yet.
sourcestringNoNo description yet.
source_object_idstringNoNo description yet.
querystringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_agent_memory

Create a Slab5-owned memory record for an assistant, workflow, or workspace.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/agent-grid/memories

Input schema

PropertyTypeRequiredDescription
run_idstringNoNo description yet.
scopestring · user | workspace | workflow | agentNoNo description yet.
kindstring · preference | fact | summary | lesson | decisionNoNo description yet.
titlestringNoNo description yet.
contentstringYesNo description yet.
summarystringNoNo description yet.
source_kindstringNoNo description yet.
source_idstringNoNo description yet.
confidencenumberNoNo description yet.
statusstring · active | stale | archivedNoNo description yet.
expires_atstring · date-timeNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_agent_memory

Update or archive a Slab5-owned assistant memory record.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
PATCH /v1/agent-grid/memories/{memory_id}

Input schema

PropertyTypeRequiredDescription
memory_idstringYesNo description yet.
scopestring · user | workspace | workflow | agentNoNo description yet.
kindstring · preference | fact | summary | lesson | decisionNoNo description yet.
titlestringNoNo description yet.
contentstringNoNo description yet.
summarystringNoNo description yet.
source_kindstringNoNo description yet.
source_idstringNoNo description yet.
confidencenumberNoNo description yet.
statusstring · active | stale | archivedNoNo description yet.
expires_atstring · date-timeNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_agent_memory_embeddings

List search-index bindings for Slab5 assistant memory records.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/agent-grid/memory-embeddings

Input schema

PropertyTypeRequiredDescription
memory_idstringNoNo description yet.
backendstring · openai_vector_store | pgvector | external | noneNoNo description yet.
statusstring · pending | indexed | failed | archivedNoNo description yet.
querystringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_agent_memory_embedding

Create an OpenAI vector store or other search-index binding for a memory record.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/agent-grid/memory-embeddings

Input schema

PropertyTypeRequiredDescription
memory_idstringYesNo description yet.
backendstring · openai_vector_store | pgvector | external | noneNoNo description yet.
statusstring · pending | indexed | failed | archivedNoNo description yet.
providerstringNoNo description yet.
embedding_modelstringNoNo description yet.
vector_store_idstringNoNo description yet.
openai_file_idstringNoNo description yet.
vector_store_file_idstringNoNo description yet.
vector_idstringNoNo description yet.
source_uristringNoNo description yet.
token_countinteger · min 0NoNo description yet.
errorstringNoNo description yet.
indexed_atstring · date-timeNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_agent_memory_embedding

Update search-index metadata for a Slab5 assistant memory record.

MVP
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
PATCH /v1/agent-grid/memory-embeddings/{embedding_id}

Input schema

PropertyTypeRequiredDescription
embedding_idstringYesNo description yet.
backendstring · openai_vector_store | pgvector | external | noneNoNo description yet.
statusstring · pending | indexed | failed | archivedNoNo description yet.
providerstringNoNo description yet.
embedding_modelstringNoNo description yet.
vector_store_idstringNoNo description yet.
openai_file_idstringNoNo description yet.
vector_store_file_idstringNoNo description yet.
vector_idstringNoNo description yet.
source_uristringNoNo description yet.
token_countinteger · min 0NoNo description yet.
errorstringNoNo description yet.
indexed_atstring · date-timeNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

get_workspace_assistant_summary

Return safe workspace metadata summaries for the Workspace Assistant without exposing raw customer-owned content.

Available
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
GET /v1/assistants/workspace/summary

Input schema

This tool does not require input properties.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_workspace_assistant_run

Run the billable Workspace Assistant against safe workspace metadata and summaries, recording AgentGrid logs, retrieval/tool records, cost events, and credit usage.

Available
Read operationNo dry runStrict schema
Required scopes
data_agents:write
API equivalent
POST /v1/assistants/workspace/runs

Input schema

PropertyTypeRequiredDescription
questionstringNoNo description yet.
promptstringNoNo description yet.
modelstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

Billable usage is paused because prepaid credit is exhausted or the monthly charge cap was reached.

create_slab5_guide_session

Create a ChatKit-ready Slab5 Guide support session descriptor backed by Slab5-owned knowledge.

Available
Read operationNo dry runStrict schema
Required scopes
data_agents:read
API equivalent
POST /v1/assistants/slab5-guide/sessions

Input schema

PropertyTypeRequiredDescription
pagestringNoNo description yet.
workflow_keystringNoNo description yet.
modelstringNoNo description yet.
product_contextobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_content_performance_knowledgebase

Create the governed BI dataset, execution plane, dataset proposal, knowledge artifact, insight, and recommendation for a content performance knowledgebase workflow.

MVP
Read operationNo dry runStrict schema
Required scopes
bi:writedata_agents:write
API equivalent
MCP-only workflow

Input schema

PropertyTypeRequiredDescription
dataset_keystringYesNo description yet.
dataset_namestringYesNo description yet.
dataset_descriptionstringNoNo description yet.
dataset_kindstring · mock | table | view | semanticNoNo description yet.
dataset_statusstring · draft | active | archivedNoNo description yet.
themestringNoNo description yet.
titlestringYesNo description yet.
summarystringNoNo description yet.
input_summarystringNoNo description yet.
reasoning_summarystringNoNo description yet.
campaign_idstringNoNo description yet.
cms_entry_idstringNoNo description yet.
marketing_post_idstringNoNo description yet.
execution_plane_idstringNoNo description yet.
execution_plane_keystringNoNo description yet.
execution_plane_namestringNoNo description yet.
execution_plane_descriptionstringNoNo description yet.
execution_plane_statusstring · draft | active | paused | deprecated | archivedNoNo description yet.
runtimestringNoNo description yet.
capacitystring · micro | small | medium | largeNoNo description yet.
max_concurrencyinteger · min 1NoNo description yet.
timeout_secondsinteger · min 1NoNo description yet.
execution_plane_configobjectNoNo description yet.
capabilitiesobjectNoNo description yet.
versioninteger · min 1NoNo description yet.
definitionobjectNoNo description yet.
statementstringNoNo description yet.
schemaobjectNoNo description yet.
dataset_version_schemaobjectNoNo description yet.
sample_rowsNoNo description yet.
materializationobjectNoNo description yet.
proposed_changeobjectNoNo description yet.
source_objectsarrayNoNo description yet.
source_refsarrayNoNo description yet.
artifact_kindstringNoNo description yet.
artifact_statusstring · draft | proposed | approved | active | deprecated | archivedNoNo description yet.
artifact_uristringNoNo description yet.
vector_index_refstringNoNo description yet.
insight_titlestringNoNo description yet.
insight_summarystringNoNo description yet.
insight_typestringNoNo description yet.
severitystring · info | low | medium | high | criticalNoNo description yet.
confidencenumberNoNo description yet.
evidenceobjectNoNo description yet.
recommendationobjectNoNo description yet.
recommendation_titlestringNoNo description yet.
recommendation_action_typestringNoNo description yet.
recommendation_descriptionstringNoNo description yet.
recommendation_payloadobjectNoNo description yet.
metadataobjectNoNo description yet.
idempotency_keystringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

The idempotency key was reused with a different request body.

get_workspace_summary

Return workspace metadata, enabled modules, and high-level usage context.

MVP
Read operationNo dry runStrict schema
Required scopes
crm:readsupport:readtasks:readactivity:readcms:readassets:readintegrations:readanalytics:readbi:read
API equivalent
GET /v1/workspace

Example prompt

Summarize this Slab5 workspace.

Input schema

This tool does not require input properties.

Example input

{}

Example response

{
  "workspace": {
    "id": "wrk_123",
    "name": "Sandbox Workspace",
    "enabled_modules": [
      "activity_log",
      "tasks",
      "crm",
      "support",
      "cms",
      "assets",
      "integrations",
      "analytics_governance"
    ]
  },
  "request_id": "req_134"
}

Common errors

The token does not include the scope required for this operation.

The workspace could not be found for this token.

list_projects

list projects.

MVP
Read operationNo dry runStrict schema
Required scopes
projects:read
API equivalent
GET /v1/projects

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
statusstringNoNo description yet.
typestringNoNo description yet.
prioritystringNoNo description yet.
channelstringNoNo description yet.
event_typestringNoNo description yet.
project_idstringNoNo description yet.
board_idstringNoNo description yet.
column_idstringNoNo description yet.
product_idstringNoNo description yet.
calendar_idstringNoNo description yet.
user_idstringNoNo description yet.
recipient_user_idstringNoNo description yet.
related_resource_typestringNoNo description yet.
related_resource_idstringNoNo description yet.
source_object_typestringNoNo description yet.
source_object_idstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_project

create project.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
projects:write
API equivalent
POST /v1/projects

Input schema

PropertyTypeRequiredDescription
keystringYesNo description yet.
namestringYesNo description yet.
descriptionstringNoNo description yet.
typestring · general | software | marketing | operations | clientNoNo description yet.
statusstring · planned | active | paused | completed | archivedNoNo description yet.
owner_idstringNoNo description yet.
start_datestringNoNo description yet.
target_datestringNoNo description yet.
idempotency_keystringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_project

update project.

MVP
Read operationNo dry runStrict schema
Required scopes
projects:write
API equivalent
PATCH /v1/projects/{project_id}

Input schema

PropertyTypeRequiredDescription
project_idstringYesNo description yet.
keystringNoNo description yet.
namestringNoNo description yet.
descriptionstringNoNo description yet.
typestring · general | software | marketing | operations | clientNoNo description yet.
statusstring · planned | active | paused | completed | archivedNoNo description yet.
owner_idstringNoNo description yet.
start_datestringNoNo description yet.
target_datestringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_project_boards

list project boards.

MVP
Read operationNo dry runStrict schema
Required scopes
projects:read
API equivalent
GET /v1/projects/boards

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
statusstringNoNo description yet.
typestringNoNo description yet.
prioritystringNoNo description yet.
channelstringNoNo description yet.
event_typestringNoNo description yet.
project_idstringNoNo description yet.
board_idstringNoNo description yet.
column_idstringNoNo description yet.
product_idstringNoNo description yet.
calendar_idstringNoNo description yet.
user_idstringNoNo description yet.
recipient_user_idstringNoNo description yet.
related_resource_typestringNoNo description yet.
related_resource_idstringNoNo description yet.
source_object_typestringNoNo description yet.
source_object_idstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_project_board

create project board.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
projects:write
API equivalent
POST /v1/projects/boards

Input schema

PropertyTypeRequiredDescription
project_idstringNoNo description yet.
keystringYesNo description yet.
namestringYesNo description yet.
typestring · kanban | scrum | list | calendarNoNo description yet.
statusstring · planned | active | paused | completed | archivedNoNo description yet.
configobjectNoNo description yet.
idempotency_keystringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_project_board

update project board.

MVP
Read operationNo dry runStrict schema
Required scopes
projects:write
API equivalent
PATCH /v1/projects/boards/{board_id}

Input schema

PropertyTypeRequiredDescription
board_idstringYesNo description yet.
keystringNoNo description yet.
namestringNoNo description yet.
typestring · kanban | scrum | list | calendarNoNo description yet.
statusstring · planned | active | paused | completed | archivedNoNo description yet.
configobjectNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_project_board_columns

list project board columns.

MVP
Read operationNo dry runStrict schema
Required scopes
projects:read
API equivalent
GET /v1/projects/board-columns

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
statusstringNoNo description yet.
typestringNoNo description yet.
prioritystringNoNo description yet.
channelstringNoNo description yet.
event_typestringNoNo description yet.
project_idstringNoNo description yet.
board_idstringNoNo description yet.
column_idstringNoNo description yet.
product_idstringNoNo description yet.
calendar_idstringNoNo description yet.
user_idstringNoNo description yet.
recipient_user_idstringNoNo description yet.
related_resource_typestringNoNo description yet.
related_resource_idstringNoNo description yet.
source_object_typestringNoNo description yet.
source_object_idstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_project_board_column

create project board column.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
projects:write
API equivalent
POST /v1/projects/board-columns

Input schema

PropertyTypeRequiredDescription
board_idstringYesNo description yet.
keystringYesNo description yet.
namestringYesNo description yet.
positioninteger · min 0NoNo description yet.
task_statusstring · open | completed | canceledNoNo description yet.
wip_limitinteger · min 0NoNo description yet.
idempotency_keystringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_project_board_column

update project board column.

MVP
Read operationNo dry runStrict schema
Required scopes
projects:write
API equivalent
PATCH /v1/projects/board-columns/{column_id}

Input schema

PropertyTypeRequiredDescription
column_idstringYesNo description yet.
keystringNoNo description yet.
namestringNoNo description yet.
positioninteger · min 0NoNo description yet.
task_statusstring · open | completed | canceledNoNo description yet.
wip_limitinteger · min 0NoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_project_tasks

list project tasks.

MVP
Read operationNo dry runStrict schema
Required scopes
projects:read
API equivalent
GET /v1/projects/tasks

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
statusstringNoNo description yet.
typestringNoNo description yet.
prioritystringNoNo description yet.
channelstringNoNo description yet.
event_typestringNoNo description yet.
project_idstringNoNo description yet.
board_idstringNoNo description yet.
column_idstringNoNo description yet.
product_idstringNoNo description yet.
calendar_idstringNoNo description yet.
user_idstringNoNo description yet.
recipient_user_idstringNoNo description yet.
related_resource_typestringNoNo description yet.
related_resource_idstringNoNo description yet.
source_object_typestringNoNo description yet.
source_object_idstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_project_task

create project task.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
projects:write
API equivalent
POST /v1/projects/tasks

Input schema

PropertyTypeRequiredDescription
project_idstringYesNo description yet.
task_idstringYesNo description yet.
board_idstringNoNo description yet.
column_idstringNoNo description yet.
task_typestring · task | story | bug | epic | campaign_task | content_task | research | operationsNoNo description yet.
prioritystring · low | normal | high | urgentNoNo description yet.
rankstringNoNo description yet.
story_pointsinteger · min 0NoNo description yet.
sprintstringNoNo description yet.
idempotency_keystringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_project_task

update project task.

MVP
Read operationNo dry runStrict schema
Required scopes
projects:write
API equivalent
PATCH /v1/projects/tasks/{project_task_id}

Input schema

PropertyTypeRequiredDescription
project_task_idstringYesNo description yet.
board_idstringNoNo description yet.
column_idstringNoNo description yet.
task_typestring · task | story | bug | epic | campaign_task | content_task | research | operationsNoNo description yet.
prioritystring · low | normal | high | urgentNoNo description yet.
rankstringNoNo description yet.
story_pointsinteger · min 0NoNo description yet.
sprintstringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_products

list products.

MVP
Read operationNo dry runStrict schema
Required scopes
products:read
API equivalent
GET /v1/products

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
statusstringNoNo description yet.
typestringNoNo description yet.
prioritystringNoNo description yet.
channelstringNoNo description yet.
event_typestringNoNo description yet.
project_idstringNoNo description yet.
board_idstringNoNo description yet.
column_idstringNoNo description yet.
product_idstringNoNo description yet.
calendar_idstringNoNo description yet.
user_idstringNoNo description yet.
recipient_user_idstringNoNo description yet.
related_resource_typestringNoNo description yet.
related_resource_idstringNoNo description yet.
source_object_typestringNoNo description yet.
source_object_idstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_product

create product.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
products:write
API equivalent
POST /v1/products

Input schema

PropertyTypeRequiredDescription
keystringYesNo description yet.
namestringYesNo description yet.
descriptionstringNoNo description yet.
statusstring · discovery | active | paused | sunset | archivedNoNo description yet.
categorystringNoNo description yet.
website_urlstringNoNo description yet.
owner_idstringNoNo description yet.
idempotency_keystringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_product

update product.

MVP
Read operationNo dry runStrict schema
Required scopes
products:write
API equivalent
PATCH /v1/products/{product_id}

Input schema

PropertyTypeRequiredDescription
product_idstringYesNo description yet.
keystringNoNo description yet.
namestringNoNo description yet.
descriptionstringNoNo description yet.
statusstring · discovery | active | paused | sunset | archivedNoNo description yet.
categorystringNoNo description yet.
website_urlstringNoNo description yet.
owner_idstringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_product_roadmap_items

list product roadmap items.

MVP
Read operationNo dry runStrict schema
Required scopes
products:read
API equivalent
GET /v1/products/roadmap-items

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
statusstringNoNo description yet.
typestringNoNo description yet.
prioritystringNoNo description yet.
channelstringNoNo description yet.
event_typestringNoNo description yet.
project_idstringNoNo description yet.
board_idstringNoNo description yet.
column_idstringNoNo description yet.
product_idstringNoNo description yet.
calendar_idstringNoNo description yet.
user_idstringNoNo description yet.
recipient_user_idstringNoNo description yet.
related_resource_typestringNoNo description yet.
related_resource_idstringNoNo description yet.
source_object_typestringNoNo description yet.
source_object_idstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_product_roadmap_item

create product roadmap item.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
products:write
API equivalent
POST /v1/products/roadmap-items

Input schema

PropertyTypeRequiredDescription
product_idstringNoNo description yet.
titlestringYesNo description yet.
descriptionstringNoNo description yet.
typestring · feature | improvement | bug | experiment | launch | researchNoNo description yet.
statusstring · idea | planned | in_progress | shipped | rejected | archivedNoNo description yet.
prioritystring · low | normal | high | urgentNoNo description yet.
target_datestringNoNo description yet.
related_resource_typestringNoNo description yet.
related_resource_idstringNoNo description yet.
idempotency_keystringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_product_roadmap_item

update product roadmap item.

MVP
Read operationNo dry runStrict schema
Required scopes
products:write
API equivalent
PATCH /v1/products/roadmap-items/{roadmap_item_id}

Input schema

PropertyTypeRequiredDescription
roadmap_item_idstringYesNo description yet.
titlestringNoNo description yet.
descriptionstringNoNo description yet.
typestring · feature | improvement | bug | experiment | launch | researchNoNo description yet.
statusstring · idea | planned | in_progress | shipped | rejected | archivedNoNo description yet.
prioritystring · low | normal | high | urgentNoNo description yet.
target_datestringNoNo description yet.
related_resource_typestringNoNo description yet.
related_resource_idstringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_product_releases

list product releases.

MVP
Read operationNo dry runStrict schema
Required scopes
products:read
API equivalent
GET /v1/products/releases

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
statusstringNoNo description yet.
typestringNoNo description yet.
prioritystringNoNo description yet.
channelstringNoNo description yet.
event_typestringNoNo description yet.
project_idstringNoNo description yet.
board_idstringNoNo description yet.
column_idstringNoNo description yet.
product_idstringNoNo description yet.
calendar_idstringNoNo description yet.
user_idstringNoNo description yet.
recipient_user_idstringNoNo description yet.
related_resource_typestringNoNo description yet.
related_resource_idstringNoNo description yet.
source_object_typestringNoNo description yet.
source_object_idstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_product_release

create product release.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
products:write
API equivalent
POST /v1/products/releases

Input schema

PropertyTypeRequiredDescription
product_idstringNoNo description yet.
namestringYesNo description yet.
versionstringNoNo description yet.
statusstring · planned | in_progress | shipped | canceled | archivedNoNo description yet.
release_datestringNoNo description yet.
notesstringNoNo description yet.
idempotency_keystringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_product_release

update product release.

MVP
Read operationNo dry runStrict schema
Required scopes
products:write
API equivalent
PATCH /v1/products/releases/{release_id}

Input schema

PropertyTypeRequiredDescription
release_idstringYesNo description yet.
namestringNoNo description yet.
versionstringNoNo description yet.
statusstring · planned | in_progress | shipped | canceled | archivedNoNo description yet.
release_datestringNoNo description yet.
notesstringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_calendars

list calendars.

MVP
Read operationNo dry runStrict schema
Required scopes
calendar:read
API equivalent
GET /v1/calendar/calendars

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
statusstringNoNo description yet.
typestringNoNo description yet.
prioritystringNoNo description yet.
channelstringNoNo description yet.
event_typestringNoNo description yet.
project_idstringNoNo description yet.
board_idstringNoNo description yet.
column_idstringNoNo description yet.
product_idstringNoNo description yet.
calendar_idstringNoNo description yet.
user_idstringNoNo description yet.
recipient_user_idstringNoNo description yet.
related_resource_typestringNoNo description yet.
related_resource_idstringNoNo description yet.
source_object_typestringNoNo description yet.
source_object_idstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_calendar

create calendar.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
calendar:write
API equivalent
POST /v1/calendar/calendars

Input schema

PropertyTypeRequiredDescription
keystringYesNo description yet.
namestringYesNo description yet.
typestring · general | project | release | campaign | content | personalNoNo description yet.
statusstring · active | archivedNoNo description yet.
timezonestringNoNo description yet.
idempotency_keystringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_calendar

update calendar.

MVP
Read operationNo dry runStrict schema
Required scopes
calendar:write
API equivalent
PATCH /v1/calendar/calendars/{calendar_id}

Input schema

PropertyTypeRequiredDescription
calendar_idstringYesNo description yet.
keystringNoNo description yet.
namestringNoNo description yet.
typestring · general | project | release | campaign | content | personalNoNo description yet.
statusstring · active | archivedNoNo description yet.
timezonestringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_calendar_events

list calendar events.

MVP
Read operationNo dry runStrict schema
Required scopes
calendar:read
API equivalent
GET /v1/calendar/events

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
statusstringNoNo description yet.
typestringNoNo description yet.
prioritystringNoNo description yet.
channelstringNoNo description yet.
event_typestringNoNo description yet.
project_idstringNoNo description yet.
board_idstringNoNo description yet.
column_idstringNoNo description yet.
product_idstringNoNo description yet.
calendar_idstringNoNo description yet.
user_idstringNoNo description yet.
recipient_user_idstringNoNo description yet.
related_resource_typestringNoNo description yet.
related_resource_idstringNoNo description yet.
source_object_typestringNoNo description yet.
source_object_idstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_calendar_event

create calendar event.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
calendar:write
API equivalent
POST /v1/calendar/events

Input schema

PropertyTypeRequiredDescription
calendar_idstringNoNo description yet.
titlestringYesNo description yet.
descriptionstringNoNo description yet.
event_typestring · milestone | task | release | campaign | meeting | reminder | content | customNoNo description yet.
statusstring · scheduled | completed | canceled | tentativeNoNo description yet.
starts_atstringYesNo description yet.
ends_atstringNoNo description yet.
all_daybooleanNoNo description yet.
related_resource_typestringNoNo description yet.
related_resource_idstringNoNo description yet.
locationstringNoNo description yet.
idempotency_keystringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_calendar_event

update calendar event.

MVP
Read operationNo dry runStrict schema
Required scopes
calendar:write
API equivalent
PATCH /v1/calendar/events/{event_id}

Input schema

PropertyTypeRequiredDescription
event_idstringYesNo description yet.
calendar_idstringNoNo description yet.
titlestringNoNo description yet.
descriptionstringNoNo description yet.
event_typestring · milestone | task | release | campaign | meeting | reminder | content | customNoNo description yet.
statusstring · scheduled | completed | canceled | tentativeNoNo description yet.
starts_atstringNoNo description yet.
ends_atstringNoNo description yet.
all_daybooleanNoNo description yet.
related_resource_typestringNoNo description yet.
related_resource_idstringNoNo description yet.
locationstringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_notifications

list notifications.

MVP
Read operationNo dry runStrict schema
Required scopes
notifications:read
API equivalent
GET /v1/notifications

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
statusstringNoNo description yet.
typestringNoNo description yet.
prioritystringNoNo description yet.
channelstringNoNo description yet.
event_typestringNoNo description yet.
project_idstringNoNo description yet.
board_idstringNoNo description yet.
column_idstringNoNo description yet.
product_idstringNoNo description yet.
calendar_idstringNoNo description yet.
user_idstringNoNo description yet.
recipient_user_idstringNoNo description yet.
related_resource_typestringNoNo description yet.
related_resource_idstringNoNo description yet.
source_object_typestringNoNo description yet.
source_object_idstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.
severitystringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_notification

create notification.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
notifications:write
API equivalent
POST /v1/notifications

Input schema

PropertyTypeRequiredDescription
recipient_user_idstringNoNo description yet.
titlestringYesNo description yet.
bodystringNoNo description yet.
severitystring · info | success | warning | errorNoNo description yet.
statusstring · unread | read | archivedNoNo description yet.
channelsarrayNoNo description yet.
event_typestringNoNo description yet.
source_appstringNoNo description yet.
source_object_typestringNoNo description yet.
source_object_idstringNoNo description yet.
action_urlstringNoNo description yet.
read_atstringNoNo description yet.
archived_atstringNoNo description yet.
idempotency_keystringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_notification

update notification.

MVP
Read operationNo dry runStrict schema
Required scopes
notifications:write
API equivalent
PATCH /v1/notifications/{notification_id}

Input schema

PropertyTypeRequiredDescription
notification_idstringYesNo description yet.
titlestringNoNo description yet.
bodystringNoNo description yet.
severitystring · info | success | warning | errorNoNo description yet.
statusstring · unread | read | archivedNoNo description yet.
channelsarrayNoNo description yet.
event_typestringNoNo description yet.
source_appstringNoNo description yet.
source_object_typestringNoNo description yet.
source_object_idstringNoNo description yet.
action_urlstringNoNo description yet.
read_atstringNoNo description yet.
archived_atstringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_notification_rules

list notification rules.

MVP
Read operationNo dry runStrict schema
Required scopes
notifications:read
API equivalent
GET /v1/notifications/rules

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
statusstringNoNo description yet.
typestringNoNo description yet.
prioritystringNoNo description yet.
channelstringNoNo description yet.
event_typestringNoNo description yet.
project_idstringNoNo description yet.
board_idstringNoNo description yet.
column_idstringNoNo description yet.
product_idstringNoNo description yet.
calendar_idstringNoNo description yet.
user_idstringNoNo description yet.
recipient_user_idstringNoNo description yet.
related_resource_typestringNoNo description yet.
related_resource_idstringNoNo description yet.
source_object_typestringNoNo description yet.
source_object_idstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_notification_rule

create notification rule.

MVP
Read operationNo dry runStrict schema
Required scopes
notifications:write
API equivalent
POST /v1/notifications/rules

Input schema

PropertyTypeRequiredDescription
event_typestringYesNo description yet.
statusstring · active | paused | archivedNoNo description yet.
channelstring · in_app | browser | email | webhookNoNo description yet.
recipient_strategystring · workspace_members | tenant_owners | specific_user | actor | noneNoNo description yet.
recipient_user_idstringNoNo description yet.
severitystring · info | success | warning | errorNoNo description yet.
title_templatestringNoNo description yet.
body_templatestringNoNo description yet.
action_url_templatestringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_notification_rule

update notification rule.

MVP
Read operationNo dry runStrict schema
Required scopes
notifications:write
API equivalent
PATCH /v1/notifications/rules/{rule_id}

Input schema

PropertyTypeRequiredDescription
rule_idstringYesNo description yet.
event_typestringNoNo description yet.
statusstring · active | paused | archivedNoNo description yet.
channelstring · in_app | browser | email | webhookNoNo description yet.
recipient_strategystring · workspace_members | tenant_owners | specific_user | actor | noneNoNo description yet.
recipient_user_idstringNoNo description yet.
severitystring · info | success | warning | errorNoNo description yet.
title_templatestringNoNo description yet.
body_templatestringNoNo description yet.
action_url_templatestringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_notification_preferences

list notification preferences.

MVP
Read operationNo dry runStrict schema
Required scopes
notifications:read
API equivalent
GET /v1/notifications/preferences

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
statusstringNoNo description yet.
typestringNoNo description yet.
prioritystringNoNo description yet.
channelstringNoNo description yet.
event_typestringNoNo description yet.
project_idstringNoNo description yet.
board_idstringNoNo description yet.
column_idstringNoNo description yet.
product_idstringNoNo description yet.
calendar_idstringNoNo description yet.
user_idstringNoNo description yet.
recipient_user_idstringNoNo description yet.
related_resource_typestringNoNo description yet.
related_resource_idstringNoNo description yet.
source_object_typestringNoNo description yet.
source_object_idstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_notification_preference

update notification preference.

MVP
Read operationNo dry runStrict schema
Required scopes
notifications:write
API equivalent
POST /v1/notifications/preferences

Input schema

PropertyTypeRequiredDescription
preference_idstringNoNo description yet.
user_idstringNoNo description yet.
event_typestringNoNo description yet.
channelstring · in_app | browser | email | webhookNoNo description yet.
enabledbooleanNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_notification_subscriptions

list notification subscriptions.

MVP
Read operationNo dry runStrict schema
Required scopes
notifications:read
API equivalent
GET /v1/notifications/subscriptions

Input schema

PropertyTypeRequiredDescription
querystringNoNo description yet.
statusstringNoNo description yet.
typestringNoNo description yet.
prioritystringNoNo description yet.
channelstringNoNo description yet.
event_typestringNoNo description yet.
project_idstringNoNo description yet.
board_idstringNoNo description yet.
column_idstringNoNo description yet.
product_idstringNoNo description yet.
calendar_idstringNoNo description yet.
user_idstringNoNo description yet.
recipient_user_idstringNoNo description yet.
related_resource_typestringNoNo description yet.
related_resource_idstringNoNo description yet.
source_object_typestringNoNo description yet.
source_object_idstringNoNo description yet.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

create_notification_subscription

create notification subscription.

MVP
Read operationNo dry runStrict schema
Required scopes
notifications:write
API equivalent
POST /v1/notifications/subscriptions

Input schema

PropertyTypeRequiredDescription
user_idstringNoNo description yet.
channelstring · in_app | browser | email | webhookNoNo description yet.
endpointstringYesNo description yet.
p256dhstringNoNo description yet.
authstringNoNo description yet.
user_agentstringNoNo description yet.
expires_atstringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

list_vector_collections

List managed RAG-in-a-box vector collections in the current workspace.

MVP
Read operationNo dry runStrict schema
Required scopes
vector_store:read
API equivalent
GET /v1/vector-collections

Input schema

PropertyTypeRequiredDescription
querystringNoOptional collection name or key search.
limitinteger · min 1 · max 100NoNo description yet.
cursorstringNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

create_vector_collection

Create or ensure a managed RAG-in-a-box vector collection for custom developer data.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
vector_store:write
API equivalent
POST /v1/vector-collections

Input schema

PropertyTypeRequiredDescription
collection_keystringYesStable developer-defined key using letters, numbers, dashes, or underscores.
namestringNoNo description yet.
descriptionstringNoNo description yet.
dimensionsinteger · 1536 | 1024 | 512 | 256NoEmbedding dimensions for the collection. Defaults to 1536. This is locked after creation.
access_policystring · workspace_scopedNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

upsert_vector_documents

Embed and upsert custom text documents into a managed vector collection.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
vector_store:write
API equivalent
POST /v1/vector-collections/{collection_key}/documents

Input schema

PropertyTypeRequiredDescription
collection_keystringYesNo description yet.
documentsarrayYesNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

search_vector_collection

Run semantic search over a managed RAG-in-a-box vector collection.

MVP
Read operationNo dry runStrict schema
Required scopes
vector_store:read
API equivalent
POST /v1/vector-collections/{collection_key}/search

Input schema

PropertyTypeRequiredDescription
collection_keystringYesNo description yet.
querystringYesNo description yet.
top_kinteger · min 1 · max 50NoNo description yet.
filterobjectNoExact-match filter over scalar metadata fields.
return_metadatabooleanNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

delete_vector_documents

Delete one or more custom documents from a managed vector collection.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
vector_store:write
API equivalent
DELETE /v1/vector-collections/{collection_key}/documents

Input schema

PropertyTypeRequiredDescription
collection_keystringYesNo description yet.
document_idsarrayYesNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

archive_vector_collection

Archive a managed RAG-in-a-box vector collection so it is hidden from active collection lists.

MVP
Idempotent writesNo dry runStrict schema
Required scopes
vector_store:write
API equivalent
DELETE /v1/vector-collections/{collection_key}

Input schema

PropertyTypeRequiredDescription
collection_keystringYesNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

update_notification_subscription

update notification subscription.

MVP
Read operationNo dry runStrict schema
Required scopes
notifications:write
API equivalent
PATCH /v1/notifications/subscriptions/{subscription_id}

Input schema

PropertyTypeRequiredDescription
subscription_idstringYesNo description yet.
statusstring · active | revoked | expiredNoNo description yet.
expires_atstringNoNo description yet.
metadataobjectNoNo description yet.

Additional properties are rejected.

Example input

Example response

Common errors

The token does not include the scope required for this operation.

The request payload failed schema validation.

The requested resource does not exist in this workspace.

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