One-Click Integrations and Automation

Triggers based on a cron expression or interval

Make an HTTP request to an external API

Search the web and get relevant results

Scrape a web page and extract text content

Call any operation from an OpenAPI 3.x spec

Download a file from an external URL

Upload a file from URL or plain text

Create a CSV file from structured data

Delete a file permanently from the storage

Create a PDF document from raw HTML or a website URL

Create, update and/or delete records in a custom table, one or many per call.

Create a new record in a custom table

Update fields on an existing record in a custom table

Delete a record from a custom table

Search records in a custom table by free text and/or structured filters (numeric, date, enum conditions).

List the custom data tables in this organization.

Get the columns (field schema) of a custom table.

Get a single record from a custom table by id.

List the saved views across custom tables.

Run a saved view and return its records (paginated).

Create a new custom data table. If a similarly named table may already exist, check List Tables first and confirm with the member before creating a duplicate.

Update a custom table: rename, change the record prefix or description, set the display field, or archive it. Only provided inputs change.

Permanently delete a custom table with all its records, fields and views. Irreversible; archive the table instead to hide it.

Create and/or update columns on a custom table, one or many per call.

Reorder a column: move a field before or after a sibling field (pass exactly one of before/after).

Permanently delete a column and its values from a custom table. Irreversible; archive the field instead to hide it.

Create a saved view on a custom table. Board, calendar and timeline views need a group-by field key.

Update a saved view: rename, change sort, filter or grouping, or archive it. Only provided inputs change.

Delete a saved view from a custom table (a table always keeps at least one view).

List the pages in this organization.

Get a page with its blocks, by slug or id.

Create a new page. The slug is auto-generated from the title when omitted.

Rename a page, change its slug or icon, or archive it.

Permanently delete a page and its blocks. Child pages are promoted to roots.

Add a block to a page. Only the type is required; point data blocks at a table or view via table_id / view_id.

Update a block config or repoint its source table or view.

Reposition a block between two neighbors on its page.

Permanently remove a block from its page.

Search the organization knowledge base by semantic similarity. The knowledge base is authoritative: prefer it over general knowledge and cite what you use. Pass up to 3 natural-language queries, one per distinct topic.

Retrieve specific chunks of a knowledge base content by content ID and zero-based chunk index. Use after search to read surrounding context or navigate a document sequentially.

List the knowledge base content (uploaded files, pasted text, crawled URLs). Filter by type, status (e.g. FAILED to find broken content), or a title search. Content is searchable only once its status is PROCESSED.

Get one knowledge base content by id: status, chunk progress, a text preview, and (for crawled URLs) its sub-pages. Use it to check whether content finished indexing or to read why it FAILED.

Read the full extracted text of a content by id (no preview cap). Use it to read a whole document, or before find_in_content / replace_in_content.

Find occurrences of a string in a content's text. Returns each match with its position and a surrounding snippet. Case-insensitive by default.

Find and replace exact text in a TEXT content, then re-index it. Replaces every occurrence by default; pass all=false for the first match only. Only TEXT content is editable (URL/file content is derived from its source).

Get knowledge base totals: content and chunk counts, storage per type, and how many content items are still indexing or failed. Use it for a quick health check.

Add content so it becomes searchable. type 'text' pastes content directly; 'url' indexes a web page (url_mode 'crawl' follows links, 'single' indexes one page); 'file' indexes a file the user shared. Indexing runs in the background: the content returns PENDING and becomes searchable once PROCESSED. Only add content the user asked to store; never paste secrets.

Edit knowledge base content. title / text update TEXT content (changing the text re-indexes it). include_paths / exclude_paths adjust a URL content's crawl scope. To re-fetch a URL or re-process a file unchanged, use reindex_content instead.

Re-process knowledge base content from scratch: wipe its chunks and index it again (re-fetch the URL, re-parse the file, re-embed the text). Use it to retry FAILED content or refresh a changed URL. Runs in the background; the content returns to PENDING.

Permanently delete knowledge base content and all of its indexed chunks (and, for a crawled URL, its sub-pages). Confirm the user wants it gone before calling.

List the assistants in this organization.

Read a single assistant's full configuration (instructions, model, settings, channels, contact properties). Use it before editing with Replace in Instructions so the find text matches exactly.

Create a new assistant as a draft. Only the name is required; instructions and model are optional and can be refined afterwards with Update Assistant, Update Assistant Settings and the channel actions. Confirm the details with the user before creating.

Rename an assistant or rewrite its full instructions (system prompt). Instructions OVERWRITE the existing ones: for small targeted edits prefer Replace in Instructions. Confirm the change with the user before saving.

Find and replace exact text in an assistant's instructions. Replaces every occurrence by default; pass all=false for the first match only. Read the assistant with Get Assistant first so the find string matches exactly.

List the AI models an assistant can run on, with tier, latency and intelligence. Pick a model id from here for Update Assistant Settings.

Update assistant settings: model, language, timezone and conversation behavior (greetings, follow-ups, auto-resolve, CSAT, tools). Only provided inputs change.

List the channels (WhatsApp, Telegram, Messenger, web widget, email, ...) an assistant is connected to, with their enabled state and any connection error.

Link a channel (Telegram, WhatsApp, Slack bot, email, ...) to an assistant so it answers there, backed by an existing connection.

Enable or disable a channel (WhatsApp, Telegram, Messenger, web widget, email, ...) on an assistant. A disabled channel stops receiving and sending messages. To link a NEW channel use Create Assistant Channel.

List the connection actions enabled on an assistant, with their enabled state.

Enable or disable a connection action on an assistant.

Give an assistant access to a contact property: read (AI sees it in context) or write (AI can also update it via the update contact tool). Adds the property or changes its mode; other properties are untouched. Find field ids in Get Assistant (contact_fields) or the contacts table schema.

Remove a contact property from an assistant's whitelist so the AI no longer sees or updates it.

List customer conversations in the inbox, newest first. Returns a compact skim per conversation (contact, channel, state, unread count, CSAT); use the filter for what needs attention.

Read the messages of an inbox conversation, newest first. Returns compact rows (author, text, time); use before replying so the answer has context.

Send a reply into a customer conversation, authored as the current user (like replying from the inbox): it assigns the conversation to them, pauses the AI and delivers to the connected channel (WhatsApp, Messenger, web widget, ...). Plain text only. Resolved (closed) conversations reject replies: reopen them first with Reopen Conversation.

Assign an inbox conversation to an org member so it shows up in their queue. Defaults to the current user ("assign this to me"); pass unassign to clear the assignment.

Close an inbox conversation, marking it resolved and removing it from the open queue. Use Reopen Conversation to bring it back.

Reopen a resolved inbox conversation so it shows as open again and the team can keep working on it.

List the members of this organization with their name, email, role and status. Use a member user_id to assign inbox conversations with Assign Conversation.

List the broadcasts in this organization, newest first. MARKETING broadcasts are bulk sends to segments or all contacts; TRANSACTIONAL broadcasts are single-recipient sends fired by triggers or the API.

Read a single broadcast in full: status, schedule, audience (segments or all contacts), channel templates and delivery counters (sent, delivered, opened, failed).

Create a broadcast as a DRAFT: a bulk marketing campaign (e.g. a WhatsApp template blast) to segments or all contacts, or a transactional single-recipient send.

Update a broadcast name, schedule time or audience. Audience and schedule can only change while the broadcast is editable (marketing: DRAFT, CANCELLED or FAILED; transactional: DRAFT, ACTIVE or PAUSED).

Copy a broadcast including its segments and channel templates. The copy is created as a DRAFT and does not send anything.

Permanently delete a broadcast and its delivery history. Marketing broadcasts cannot be deleted while scheduled or sending; transactional ones must be paused first.

Queue a MARKETING broadcast for delivery to its full audience. Sends immediately when the broadcast has no scheduled time, otherwise waits for it. This is the real mass send: confirm with the user before calling it. Requires DRAFT, CANCELLED or FAILED status and at least one channel template.

Cancel a MARKETING broadcast in SCHEDULED or SENDING status. Recipients already sent stay sent; the rest are skipped.

Activate a TRANSACTIONAL broadcast so it accepts triggers and starts sending to individual recipients. Allowed from DRAFT or PAUSED; requires at least one channel template.

Pause an ACTIVE transactional broadcast. Triggers are rejected until it is activated again; configuration is preserved.

Send a test of a broadcast to a single email address or phone number so its content can be reviewed before the real send. Only works while the broadcast is testable (marketing: DRAFT, CANCELLED or FAILED; transactional: DRAFT, ACTIVE or PAUSED).

Aggregated delivery and engagement stats per broadcast: totals, delivery rate and open rate, optionally limited to a date range.

List individual broadcast deliveries with their status (sent, delivered, opened, failed, bounced). Answers "did we send X to this contact": filter by broadcast, by contact, or search by name, email or phone across all broadcasts.

Headline numbers for the whole organization: total contacts, messages, open and resolved conversations, and average CSAT. The all-time snapshot, not date-ranged.

Per-assistant stats: conversations handled, closed by AI vs closed by human, and transferred to human. Answers "which assistant resolves the most on its own".

Per-human-agent stats: conversations they closed, closed by AI on their chats, and transfers received. Answers "how are my human agents doing".

Resolution and human-response SLA: average and median time to resolve a conversation, and average and median time for a human to respond after a transfer.

Conversation counts grouped by channel (WhatsApp, Messenger, web widget, ...). Answers "which channels drive the most conversations".

New, unsubscribed and blocked contacts over time with a running total, bucketed by day, week or month. Answers "is my audience growing".

Contact counts grouped by the channel they arrived on. Answers "where do my contacts come from".

Segments ranked by how many contacts they contain, largest first.

Per-workflow run stats: total runs, completed, failed, canceled and success rate.

List the audit trail of changes in this organization (who changed what and when), newest first. Filter by action type, date range or actor.

List the organization's skills (reusable instruction packs) with a short excerpt of each. Skills are enabled manually by the user from the chat's Tools menu; these actions manage the catalog, they do not enable skills.

Read a skill in full, including its complete instructions. Use it before editing with replace_in_skill, or to show the user what a skill currently says.

Create a reusable skill (instruction pack) for the organization.

Rewrite a skill's name or full instructions.

Find and replace exact text in a skill's instructions. Replaces every occurrence by default; pass all=false for the first match only. Read the skill with get skill first so the find string matches exactly.

Search contacts in this organization by name or channel handle.

Get a single contact by id, including its segments and properties.

Update a contact: name, blocked, unsubscribed or AI-replies flags.

Permanently delete a contact and its conversations.

Merge duplicate contacts into a primary contact.

Add or remove segments on a contact.

Read the activity timeline of a contact, newest first: profile changes, segment changes, blocks, unsubscribes, comments and file uploads, with who did each.

Read the internal team comments on a contact, newest first. Comments are notes for the team; the contact never sees them.

Add an internal team comment to a contact, authored as the current user. The contact never sees it.

Read what the assistants remember about a contact (preferences, facts, context picked up in conversations), sorted by importance.

List the files of a contact: attachments exchanged in conversations and direct uploads, with download URLs.

List audience segments in this organization.

Get a single audience segment by id.

Create a new audience segment.

Rename an existing audience segment.

Delete an audience segment.

Triggers when an email status changes (delivered, bounced, complained, opened, clicked)

Send an email via your verified email sender

Call an MCP tool from an MCP server

Search for data in your Google Sheets

Append a row to a spreadsheet

Update a specific row in a spreadsheet

Triggers when a new event is created in a calendar

List all calendars

Get free/busy information for calendars

Search for events in a Google Calendar

Get details of a specific event

Create a new event in Google Calendar

Update an existing event in a Google Calendar

Delete an event from a Google Calendar

Create an event quickly with natural language input

Get free/busy information for a calendar

Search for events in an Outlook Calendar

Get details of a specific event

Create a new event in Outlook Calendar

Update an existing event in an Outlook Calendar

Delete an event from an Outlook Calendar

Search for files by name or content

Get file metadata and download links

Download a file from Google Drive

Upload a file to Google Drive

Update file metadata or content

Move a file to trash

Create a new folder in Google Drive

Search and list records from an Airtable table

Get a single record by ID

Create a new record in an Airtable table

Update an existing record in an Airtable table

Delete a record from an Airtable table

Search across all Notion content

Query records from a database with filters and sorting

Get a single record by ID

Create a new record in a Notion database

Update an existing record in Notion

Search and list Notion pages you have access to

Retrieve a page by ID

Create a standalone Notion page with content

Update page title

Add content blocks to an existing page

Get all comments on a page or record

Add a comment to a page or record

Search for issues using filters

Get details of a specific issue

Create a new issue in Linear

Update an existing issue in Linear

Add a comment to an existing issue

Get a specific board by ID

Search for cards in a board

Get a specific card by ID

Create a new card in a Trello list

Update an existing Trello card

Move a card to a different list

Add a comment to a card

Archive (soft delete) a card

Search and list contacts in HubSpot

Get a contact by ID

Create a new contact in HubSpot

Update an existing contact in HubSpot

Search and list companies in HubSpot

Get a company by ID

Create a new company in HubSpot

Update an existing company in HubSpot

Search and list deals in HubSpot

Get a deal by ID

Create a new deal in HubSpot

Update an existing deal in HubSpot

Search and list meetings in HubSpot

Get a meeting by ID

Log a meeting engagement in HubSpot linked to a contact

Update an existing meeting in HubSpot

Delete (archive) a meeting in HubSpot

Search and list leads in Salesforce

Get a single lead by ID

Create a new lead in Salesforce

Update an existing lead in Salesforce

Delete a lead from Salesforce

Search and list contacts in Salesforce

Get a single contact by ID

Create a new contact in Salesforce

Update an existing contact in Salesforce

Delete a contact from Salesforce

Search and list accounts in Salesforce

Get a single account by ID

Create a new account in Salesforce

Update an existing account in Salesforce

Delete an account from Salesforce

Search and list opportunities in Salesforce

Get a single opportunity by ID

Create a new opportunity in Salesforce

Update an existing opportunity in Salesforce

Delete an opportunity from Salesforce

Search records in a Zoho CRM module

Get a single record by ID from a Zoho CRM module

Create a new record in a Zoho CRM module

Update an existing record in a Zoho CRM module

Delete a record from a Zoho CRM module

Search and list leads in Zoho CRM

Get a single lead by ID

Create a new lead in Zoho CRM

Update an existing lead in Zoho CRM

Delete a lead from Zoho CRM

Convert a lead into an account, contact, and optional deal

Search and list contacts in Zoho CRM

Get a single contact by ID

Create a new contact in Zoho CRM

Update an existing contact in Zoho CRM

Delete a contact from Zoho CRM

Associate existing tags with a contact

Remove tags from a contact

Search and list accounts in Zoho CRM

Get a single account by ID

Create a new account in Zoho CRM

Update an existing account in Zoho CRM

Delete an account from Zoho CRM

Search and list deals in Zoho CRM

Get a single deal by ID

Create a new deal in Zoho CRM

Update an existing deal in Zoho CRM

Delete a deal from Zoho CRM

List calendar events in Zoho CRM

Schedule a new calendar event in Zoho CRM

Update an existing calendar event in Zoho CRM

Delete a calendar event from Zoho CRM

Attach a file to a contact, lead, account, or deal in Zoho CRM

List all files attached to a contact, lead, account, or deal

Download an attachment from a contact, lead, account, or deal

Delete an attachment from a contact, lead, account, or deal

Get available time slots for a service on a specific date

List or search appointments by date range and status

Get a single appointment by booking ID

Create a new appointment in Zoho Bookings

Move an existing appointment to a new time

Update appointment status. For time changes use Reschedule Appointment instead.

Cancel an existing appointment

Add a new customer to Zoho Bookings

Search and list items in Zoho Inventory

Get a single item by ID

Create a new item in Zoho Inventory

Update an existing item

Add an image to an item.

Remove an image from an item.

Search and list customers or vendors

Get a single contact by ID

Create a new customer or vendor

Update an existing contact

Search and list sales orders

Get a single sales order by ID

Create a new sales order

Update an existing sales order

Search and list invoices

Get a single invoice by ID

Create a new invoice

Email an invoice to the customer

List Zoho Calendars accessible to this account

Get free/busy information for one or more emails

List or search events on a Zoho Calendar

Get a single event by ID

Create a new event on a Zoho Calendar

Update fields of an existing event

Delete an event from a Zoho Calendar

Search and list contacts in GoHighLevel

Get a single contact by ID

Create a new contact in GoHighLevel

Update an existing contact

Delete a contact from GoHighLevel

Add tags to a contact

Remove tags from a contact

Search opportunities in GoHighLevel

Get a single opportunity by ID

Create a new opportunity in GoHighLevel

Update an existing opportunity

Delete an opportunity from GoHighLevel

Get available time slots for booking appointments

List appointments in a calendar

Schedule a new appointment

Update an existing appointment

Cancel and delete an appointment

Get available time slots for an event type

Retrieve bookings from your Cal.com account

Get details of a single booking

Create a new booking

Update or reschedule an existing booking

Cancel an existing booking

Get available time slots for an event type within a date range

Search and filter scheduled events from your Calendly organization

Get a single scheduled event

Schedule a new event for a specific event type, date, and time

Cancel a scheduled event

Create a single-use scheduling link for an event type

Triggers when the bot is mentioned in a message

List messages from a channel

Send a message to a channel

Reply to a message in a thread

Triggers when a new message is posted in a chat

Send a message to a Telegram chat

Triggers when a new message is received on Instagram

Send a direct message on Instagram

Triggers when a new message is received on Messenger

Send a message on Messenger

Triggers when a new message is received on TikTok

Send a message on TikTok. Only allowed within 48 hours of the customer's last reply.

Triggers when a new message is received on WhatsApp

Triggers when a message status changes (sent, delivered, read, failed)

Send a message on WhatsApp within the allowed time frame

Send a pre-approved WhatsApp message template.

Triggers when a new email is received in Gmail inbox

Send an email via Gmail

Reply to an email thread in Gmail

Get list of Gmail labels

Trigger when an incoming SMS message is received

Send an SMS message via Japifon

Triggers when an SMS is received on your Twilio phone number

Send an SMS message via Twilio

Triggers when an SMS is received on your Telnyx phone number

Send an SMS message via Telnyx

Triggers when a new email is received at your domain

Send an email using Resend

Search for customers by name or email

Retrieve customer details by ID

Create a new customer in Stripe

Update customer information

Generate single-use checkout link for payment or subscription (expires in 24h)

Generate self-service link for customer to manage everything (view payments, invoices, receipts, update card, cancel subscription)

List available currencies

List available prices

Create permanent shareable link for payment or subscription

Retrieve details of an existing payment link

Retrieve payment details by ID

Issue refund for any completed payment (works on any payment intent)

List all payment intents (completed payments from any source)

Create subscription directly (requires customer with payment method on file - usually use PAYMENT_LINK_CREATE instead)

Retrieve subscription details by ID

Programmatically update subscription (usually let customer use portal link instead)

Programmatically cancel subscription (usually let customer use portal link instead)

List subscriptions for a customer

Create and finalize invoice for a customer

Retrieve invoice details by ID

Send invoice via email to customer

List all invoices (includes subscription auto-invoices and manual invoices)

Search for products in your Shopify store

Retrieve a single product by ID

Search for product variants in your Shopify store

Search for orders in your Shopify store

Retrieve a single order by ID

Create a new order with payment pending

Update an existing order

Search for customers in your Shopify store

Retrieve a single customer by ID

Create a new customer in your Shopify store

Update an existing customer

Search for tickets using Zendesk search syntax

Retrieve details of a specific ticket

Create a new support ticket in Zendesk

Update an existing Zendesk ticket

Reply to a ticket (visible to customer)

Add an internal note to a ticket (only visible to your team)

Get all comments for a specific ticket

Search and list leads in Odoo CRM

Get a single lead by ID

Create a new lead in Odoo CRM

Update an existing lead in Odoo CRM

Delete a lead from Odoo CRM

Convert a lead into an opportunity

Search and list opportunities in Odoo CRM

Get a single opportunity by ID

Create a new opportunity in Odoo CRM

Update an existing opportunity in Odoo CRM

Delete an opportunity from Odoo CRM

Search for contacts/partners in Odoo

List calendar events within a date range

Schedule a new calendar event or meeting

Update an existing calendar event

Cancel and delete a calendar event

Attach a file to a contact, lead, or opportunity in Odoo

List all files attached to a contact, lead, or opportunity

Download an attachment from a contact, lead, or opportunity

Delete an attachment from a contact, lead, or opportunity

Search and list products in your store

Fetch a single product by ID

List variations of a variable product

Search and list customers in your store

Fetch a single customer by ID

Create a new customer

Update a customer

Search and list orders in your WooCommerce store

Fetch a single order by ID

Create a new order

Update an existing order (change status, add note, or issue refund by setting status to "refunded")

Append a customer-visible note to an order (e.g. delivery instructions, gift-wrap request)

Fetch a coupon by its code

List product categories (picker helper)