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API and MCP reference

917 operations in 89 areas. 846 of them are available to AI assistants over MCP.

Every operation runs as a signed-in person, with that person’s access. An assistant connected over MCP is limited in the same way, and risky changes wait for the person’s approval in Falcon.

Operations marked API only are steps a browser has to take itself, such as signing in, or addresses other services call.

This page is an overview, with one line for each operation.

Agent authoring and personal settings

Create and configure agents, review their work, manage invitations and maintain your personal settings.

  • Accept guide session MCP acceptGuideSession
  • Accepttransfer agent MCP accepttransferAgent
  • Agenda add MCP agenda_add
  • Agenda list MCP agenda_list
  • Agenda update MCP agenda_update
  • Answer guide session MCP answerGuideSession
  • Approves or rejects a tool that is waiting for review on an agent MCP approveAgentTool
  • Approves or rejects the changes waiting for review in one category of an agent MCP reviewAgentCategory
  • Archive agent MCP archiveAgent
  • Asks for access to an agent you can see but not open MCP requestAgentInvitation
  • Cancel background task MCP cancelBackgroundTask
  • Change an agent's chat window skin MCP putAgentWidgetSkin Replace the whole chat window skin of one agent at once: its colours in light and dark, font, corners, launcher, header and whether the powered-by line shows.
  • Change one instruction section MCP updateAgentSection Change one section of an agent's instructions: its title, description or instructions.
  • Change some of an agent's settings MCP patchAgentSettings Change only the settings you send, as a JSON merge patch.
  • Changes an agent's settings, voice and model MCP updateAgentSettings Replaces an agent's settings, voice and model as a whole.
  • Changes an agent's variables MCP updateAgentVariables
  • Changes how an agent writes on each channel MCP updateAgentChannelStyles
  • Changes the company's settings for the agenda tool MCP putAgendaSettings
  • Changes what an agent remembers and how MCP updateAgentMemory
  • Changes which agent this agent is built on MCP updateAgentBuiltOn
  • Changes which tools and knowledge searches an agent has MCP updateAgentTools
  • Changes who can see and edit an agent MCP updateAgentAccess
  • Changes your own preferences MCP updateUserPreferences
  • Changes your own profile MCP updateUserProfile
  • Compares two versions of an agent and shows what changed MCP compareAgentVersions
  • Connect a company app with an API key MCP serviceEnrollApiKeyApp Connect a company account with a key entered once.
  • Connect GitHub as yourself with a token MCP connectGithubToken Connect a personal GitHub account with a fine-grained personal access token.
  • Create agent receiving address MCP createAgentReceivingAddress
  • Create agent test run MCP createAgentTestRun Run a test message.
  • Create an agent from a registered template version MCP createAgentFromTemplate Create a draft pinned to an active company template publication.
  • Create guide session MCP createGuideSession
  • Create memory webhook MCP createMemoryWebhook
  • Create public link invitation MCP createPublicLinkInvitation
  • Creates a new agent MCP createAgent Creates an agent with an immutable agent_type: agent (default) or remote.
  • Decline agent transfer MCP declineAgentTransfer
  • Delete an agent MCP deleteAgent Delete an agent for good.
  • Discard guide session MCP discardGuideSession
  • Disconnect a connected app MCP serviceDisconnectConnectedApp Stop local use, revoke the app sign-in and delete its provider account.
  • Disconnect connected app MCP disconnectConnectedApp
  • Download billing invoice MCP downloadBillingInvoice
  • Duplicate agent MCP duplicateAgent
  • Edit guide session MCP editGuideSession
  • Export agent content MCP exportAgentContent
  • Exports staff, community members or the audit log as CSV MCP exportCompanyCsv
  • Get company MCP getCompany Read the public company identity for the current host, including before sign-in.
  • Get guide session MCP getGuideSession
  • Get guide target MCP getGuideTarget
  • Get me MCP getMe
  • Import public link invitations MCP importPublicLinkInvitations
  • Inspect agent test run MCP inspectAgentTestRun
  • Invites a person to work on an agent MCP inviteAgentCollaborator
  • List connected apps MCP listConnectedApps
  • List memory deliveries MCP listMemoryDeliveries
  • List people MCP listPeople
  • List policies MCP listPolicies
  • List public link invitations MCP listPublicLinkInvitations
  • List roles MCP listRoles
  • Lists the agents a new agent can be built on MCP listAgentBases
  • Lists the agents you can see, with the ones you can open and the ones you can only see the name of MCP listAgents
  • Lists the models you can choose for an agent MCP listModelChoices
  • Pause agent MCP pauseAgent
  • Publishes the agent's current draft as a new version MCP publishAgent
  • Put agent channels MCP putAgentChannels
  • Put agent public entry MCP putAgentPublicEntry
  • Put agent voice settings MCP putAgentVoiceSettings
  • Rate your completed test reply MCP rateAgentTestReply Save Helpful or Needs work and an optional note on your own completed Test reply.
  • Read the ways to connect GitHub MCP getGithubConnectOptions Read the two ways this company can connect GitHub and whether each is ready.
  • Read workflow capabilities MCP getWorkflowCapabilities Read the workflow configuration choices before proposing steps.
  • Reads your own preferences MCP getUserPreferences
  • Reads your own profile MCP getUserProfile
  • Reads your own sign-in methods and sessions MCP getUserSecurity
  • Removes your own access to an agent someone shared with you MCP leaveSharedAgent
  • Rename a company app account MCP serviceRenameConnectedApp Change the label of one company-owned connected account.
  • Repair confirmed connection storage MCP serviceRepairConnectedApp Repair the dev storage association of an already confirmed company or current-person connection by its local ID.
  • Replace a company app API key MCP serviceRotateApiKeyApp Replace the key of an installed company API-key account.
  • Replace an agent's whole instructions MCP updateAgentInstructions Replace an agent's whole instructions document: every section, in order.
  • Replay conversation steps MCP replayConversationSteps
  • Resend public link invitation MCP resendPublicLinkInvitation
  • Restore agent MCP restoreAgent
  • Reveal conversation words MCP revealConversationWords reveal Conversation Words Requires a reason and records an audit entry before revealing private conversation words.
  • Revoke public link invitation MCP revokePublicLinkInvitation
  • Save agent test case MCP saveAgentTestCase
  • Service test connected app event MCP serviceTestConnectedAppEvent
  • Shows a preview of the agent on one channel (chat, texts, email, WhatsApp or voice) MCP getStudioPreview
  • Signs you out of one session, or everywhere MCP revokeUserSession
  • Start connecting an app MCP serviceStartConnectedApp Start a browser consent flow for a reviewed app profile and trusted connection link origin.
  • Start installing the GitHub App for the company MCP startGithubAppInstall Return the GitHub App install address with a single-use state bound to this company, person and session.
  • Test agent phone channel MCP testAgentPhoneChannel
  • Transfer agent MCP transferAgent
  • Update agent knowledge searches MCP updateAgentKnowledgeSearches
  • Update agent tool settings MCP updateAgentToolSettings

Agent routing registration

Prepare versioned Front desk registration metadata for an agent.

  • Read agent routing registration MCP getAgentRouting Versioned agent-editor registration metadata only.
  • Read Front desk authoring candidates MCP getPipelineRoutingCandidates Read published agents that say what they are for (a purpose), available to the current workflow owner while routing remains unavailable.
  • Save agent routing registration MCP putAgentRouting Versioned agent-editor registration metadata only.

An agent's safety checks

Every check that applies to an agent in one place: what is set up, what each did in the last 30 days, and a way to try a sample message through them without sending anything.

  • Read an agent's safety checks MCP getAgentSafety Read every check that applies to an agent: whether it is on, how it is set up for this agent, what it did in the last 30 days and where it is changed.
  • Try a message through an agent's safety checks MCP tryAgentSafety Run a sample message through the agent's checks without sending it: screening and the content rating read it, and the others say what they would do.

Share an agent as a template

Give another company a copy of an agent through a link: its instructions, the company skills it uses and the tools it needs. The other company reviews it before anything is created.

Agents

Inspect agent configuration, inheritance, publication readiness and channel settings before making changes.

  • List a person's memory records MCP listAgentMemoryRecords List what an agent keeps in memory about one person: each record's kind, whose memory it is ('The person, everywhere' or 'The person, with each identity'), the path it is kept under and when it was kept.
  • List agent dependencies MCP listAgentDependencies Read the dependencies reported for this agent.
  • List agent images MCP listAgentImages Read the image records available on the agent and their revision.
  • List agent test cases MCP listAgentTestCases Read the agent's saved test cases and current revision.
  • List agent test runs MCP listAgentTestRuns Read recorded test-run summaries and their states.
  • List saved agent versions MCP listAgentVersions List version numbers, authors and the environments using each version.
  • Lists admitted conversation turns for an agent MCP listAgentConversationRuns Lists content-free live conversation turn admissions in stable admission-key order (not chronological).
  • Read a person's effective agent access MCP getEffectiveAgentAccess Read resolved permissions, category and section scope for the named person on this agent.
  • Read agent email and phone channels MCP getAgentChannels Read phone and email channel configuration, enabled state and readiness reasons.
  • Read agent instruction inheritance MCP getAgentInheritance Read the base chain, inherited parts and insertion points visible to the caller.
  • Read agent instruction sections MCP listAgentSections Read grouped instruction sections and their editable state.
  • Read agent instructions MCP getAgentInstructions Read the instruction content and revision visible to the caller.
  • Read agent knowledge searches MCP getAgentKnowledgeSearches Read configured knowledge searches, source filters, mode and enabled state.
  • Read agent lifecycle options MCP getAgentLifecycle Read lifecycle state and the actions currently described for this agent.
  • Read agent memory settings MCP getAgentMemory Read memory kinds, retention, processing steps, sharing destinations and lookup-tool settings, who shares each kind of memory ('The person, everywhere', 'The person, with each identity', 'A case' or 'The whole agent') and the path each kind is kept under.
  • Read agent public entry settings MCP getAgentPublicEntry Read public link, widget and app entry settings, usage limits and reported readiness.
  • Read agent publication readiness MCP getAgentPublish Read the current publication state and readiness information before publishing.
  • Read agent settings MCP getAgentSettings Read model selection, token and budget settings, input options and current revision.
  • Read agent sharing settings MCP getAgentAccess Read the agent access configuration and current revision under the caller's existing authority.
  • Read agent test choices MCP getAgentTestChoices Read the choices offered for configuring an agent test.
  • Read agent variable definitions MCP getAgentVariables Read the agent variable configuration and its revision.
  • Read agent voice settings MCP getAgentVoiceSettings Read voice configuration and reported limits, usage and readiness for the selected environment.
  • Read agent writing styles by channel MCP getAgentChannelStyles Read channel-specific instruction styles and their placement relative to shared sections.
  • Read an agent MCP getAgent Read the agent name, description, category, visibility and current revision.
  • Read an agent base selection MCP getAgentBuiltOn Read the selected base agent and inheritance settings.
  • Read an agent overview MCP getAgentOverview Read the agent overview with the state and summary information available to the caller.
  • Read an agent tool settings layer MCP getAgentToolSettings Read the settings and argument defaults explicitly configured for this agent and tool.
  • Read an agent's chat window skin MCP getAgentWidgetSkin Read the live chat window skin of one agent: its colours in light and dark, font, corners, launcher, header, whether the powered-by line shows, and whether the plan lets you hide it.
  • Read apps an agent needs people to connect MCP getAgentNeedsConnections Computes chosen and workflow-derived app needs from all saved workflow drafts, with coverage for current company identity bindings and latest asks matched by recipient id.
  • Read effective agent tool settings MCP getAgentEffectiveToolSettings Read merged tool settings with each value's source and lock state, plus the resulting model input schema.
  • Read how an agent can be reached MCP getAgentReach Read whether each of an agent's ways to be reached is switched on: phone, email, public link, website widget and apps.
  • Read skills bound to an agent MCP getAgentSkills Read bound skill references, versions and per-agent usage guidance and tool switches.
  • Read the impact of an agent base MCP getBuiltOnImpact Read inheritance consequences and newer published bases for readable children.
  • Read tools assigned to an agent MCP getAgentTools Read the tools assigned to this agent, their guidance and approval state.
  • Where an agent is used in drafts or selected Dev versions MCP listAgentWorkflowUses List workflows naming this agent, including reviewers, hand-offs and side chains.
  • Who is editing this agent's instructions MCP getAgentPresence Who has a section of this agent's instructions open for editing right now.

AI guidance

Inspect published AI guidance.

  • Install initial Ask Studio skill drafts MCP installAskStudioSkillSeeds Create the initial ordinary skill drafts once in the trusted operator company.
  • List AI guidance MCP listFalconGuidance List AI guidance with the full text, declared variables and usage locations.
  • List saved guidance samples MCP listFalconGuidanceSamples Read example sample inputs and expected labels for this published guide.
  • Propose an AI guidance draft MCP proposeFalconGuidanceDraft Replace the registered content parts of a draft.
  • Publish an AI guidance draft API only publishFalconGuidanceDraft Publish the exact independently reviewed draft revision from the staff console with a fresh second step.
  • Read a guidance trial MCP getFalconGuidanceTrial Read a saved trial with the exact source guide and sample revision, answers and confidence.
  • Read AI guidance and its history MCP getFalconGuidance Read AI guidance and its history with the full text, declared variables and usage locations.
  • Read an AI guidance draft MCP getFalconGuidanceDraft Read the current draft and its review state without changing published guidance.
  • Review an AI guidance draft MCP reviewFalconGuidanceDraft Approve the exact draft revision as a staff member who contributed none of its edits.
  • Save a guidance sample MCP saveFalconGuidanceSample Save a example sample and expected labels with its current revision.
  • Try AI guidance on a saved sample MCP runFalconGuidanceTrial Run the current publication, an earlier published version or an exact saved draft revision against one saved example sample.

What each group may do through a connected app

Company administrators allow or block each kind of action (read, create, update, delete, send) through a connected app, for everyone or for one team or role.

  • Read what each group may do through a connected app MCP getConnectionActionPermissions Read the rules for one connection, the teams and roles a rule can name, and the tools that use the connection with the kind of action each counts as.
  • Set what each group may do through a connected app MCP updateConnectionActionPermissions Save the whole list of rules for one connection.

Reply to an approval in a sentence

A reviewer answers a question in their own words; the decision service reads which outcome the sentence means, and Studio asks them to confirm what it read before anything is done.

  • Change how replies are read MCP updateApprovalReplySettings Turn sentence replies on or off, set how sure a reading must be (0.7 to 0.99), and choose whether a clear reply to a low-risk question acts without a confirming tap and whether revise is offered.
  • Check the reply examples MCP evaluateApprovalReply Run the platform's examples (three for each kind of approval, and hand-ups) through the question and keep the result.
  • Confirm or decline how a reply was read MCP confirmQuestionReply Say yes to 'I read this as ...' and it is done as read, or say no and nothing is done.
  • List replies and how they were read MCP listApprovalReplyReadings List the latest replies, each with the reviewer's words, what they were read as, how sure the reading was, and who confirmed it.
  • Read how replies are read MCP getApprovalReplySettings Read whether sentence replies are on, how sure a reading must be, the examples the question is checked against and the latest check.
  • Read your latest reply to a question MCP getQuestionReply Read how your newest sentence reply to a question was read, including one waiting for your confirmation.
  • Reply to a question in a sentence MCP replyToQuestion Write your answer in your own words.

Approvals where people work

Choose where each kind of approval is asked — Studio, Slack, email, and later Microsoft Teams and text — and who is asked, and see who answered and where.

  • Change where approvals are asked MCP updateApprovalRouting Choose, for each approval rule, where it is asked (Studio is always included) and name the approvers asked outside Studio.
  • List approvals asked outside Studio MCP listApprovalAsks List the approvals asked in Slack or by email that you were asked or asked for: where they went, whether they were sent or recorded in test mode, who answered and how.
  • Read where approvals are asked MCP getApprovalRouting Read, for each approval rule, where it is asked and who is asked, and which channels are ready, switched off, need setting up or are designed only.

Ask Studio skills

See the playbooks Ask Studio follows for each part of the Studio, and add your company's own house rules and reference pages for it.

  • Change Ask Studio's house rules MCP updateAskStudioSkills Replace the company's Ask Studio house rules and reference pages.
  • Read Ask Studio's skills MCP getAskStudioSkills Read Ask Studio's built-in skills (name, when each applies, its intent and whether it always applies), with the company's house rules and reference pages.

Browser authentication and consent

Sign in, verify security challenges and review connected MCP clients.

  • Accept a membership invitation API only acceptInvitation Accept the invitation for the verified recipient.
  • Authorize an MCP connection API only authorizeMcpClient Grant a registered MCP client the permissions the person approved in the browser.
  • Cancel an MCP request API only cancelMcpPendingOperation Cancel a pending request without executing it.
  • Choose how phone codes are sent API only setPhoneTwoStepDelivery Choose text, RCS (where offered) or a voice call for the current person's phone codes.
  • Confirm an MCP request API only confirmMcpPendingOperation Approve execution of the exact pending request in its original browser review session.
  • Confirm the code and turn on phone two-step API only confirmPhoneTwoStep Confirm the code sent to the new number.
  • Continue company sign-in API only continueCompanySignIn Discover current companies only after mailbox or provider proof, then carry that proof through a single-use browser-bound company handoff.
  • Disconnect an MCP client MCP revokeMcpConnection Revoke the selected MCP connection and its continued access.
  • Finish connecting a preset API only completeConnectorPreset Not available yet.
  • Finish connecting an app API only serviceCompleteConnectedApp Complete the browser-bound, company/person/session-bound single-use callback.
  • Finish installing the GitHub App API only completeGithubAppInstall Complete the browser return from a GitHub App installation.
  • Finish signing in API only completeSignIn Exchange the challenge response for a browser session.
  • Finish workspace setup API only completeWorkspaceSetup Save the workspace’s initial configuration after the setup challenge.
  • Hand a provider answer back to its company API only relaySignIn At the shared sign-in address, finish a Google or Microsoft answer for a sign-in started at another company address and return where to hand it back.
  • List your MCP connections MCP listMcpConnections Read the MCP clients connected by the current person.
  • Read a membership invitation API only getInvitation Look up a membership invitation using its invitation proof.
  • Read an MCP request awaiting review API only getMcpPendingOperation Read the exact pending request in the original browser review session.
  • Read an uncertain MCP request’s receipt API only reconcileMcpPendingOperation Read an execution receipt without repeating the uncertain action.
  • Read sign-in choices API only getSignInOptions Read the sign-in methods available for this workspace.
  • Read workspace setup API only getWorkspaceSetup Read the remaining setup required for this workspace.
  • Remove a security method MCP removeSecurityMethod Remove a security method after the required browser security check.
  • Replace backup codes MCP regenerateBackupCodes Invalidate the old backup codes and issue replacements for the current person.
  • Reset a person’s security methods MCP resetPersonFactors Reset the selected person’s security methods under current administrator authority.
  • Review an MCP connection request API only reviewMcpConsent Validate the registered client, redirect and requested permissions before browser consent.
  • Send a code to add a phone for two-step API only startPhoneTwoStep Send a six-digit code to a mobile number the current person is adding as a second step.
  • Send a phone code for a second step API only sendSecondStepPhoneCode Send a code to the current person's verified number for this sign-in or Confirm it's you flow.
  • Send a phone verification code API only startPhoneVerification Send a verification challenge to the current person’s phone.
  • Start a security check API only startStepUp Creates a ten-minute browser/session-bound challenge.
  • Start adding a security method API only beginSecurityEnrollment Create a challenge to enroll a passkey or another supported security method.
  • Start signing in API only startSignIn Create a sign-in challenge for the selected method.
  • Verify a new security method API only confirmSecurityEnrollment Verify the enrollment response and attach the security method to the current person.
  • Verify a phone number API only confirmPhoneVerification Verify the phone challenge and save the verified phone.
  • Verify a second sign-in step API only completeSecondStep Complete the current session’s second authentication challenge.

Billing

See what the company owes, its invoices, its prepaid wallet and who receives billing emails.

  • Add prepaid credit MCP createCompanyWalletTopUp Add credit to the wallet now by charging the company's payment method.
  • Change who gets billing emails and the top-up setting MCP updateCompanyBillingAccount Set the billing contacts and what each receives, the automatic top-up rule, and the company's own wording for what its customers read while its assistants are unavailable.
  • List invoices MCP listCompanyInvoices List the invoices issued to the company, newest first, with their state and what is still owed.
  • Read an invoice MCP getCompanyInvoice Read one issued invoice: its lines, what has been paid, and any credits or charges added since.
  • Read the billing account MCP getCompanyBillingAccount Read the company's billing standing in plain terms: plan, whether the account is in good standing, the wallet balance, who receives billing emails, the payment method and what is owed.
  • Read the prepaid wallet MCP getCompanyWallet Read the prepaid credit balance, the automatic top-up rule and the most recent wallet entries.

Branding

Work on the company's white-label look with your own assistant: the Studio theme (colours, type, logos, the sign-in page and email) and each agent's chat window skin. Every change is a draft you can preview, check for contrast and compare with live before a person publishes it in Studio.

  • Change an agent's draft skin MCP updateBrandingSkinDraft Change the draft chat window skin of one agent, never the live one.
  • Change the draft theme MCP updateBrandingThemeDraft Change the draft theme, never the live one.
  • Check the branding's contrast MCP getBrandingContrast Check the draft (or live) theme and an agent's skin against WCAG 2.1 AA: every text colour against every surface it sits on, in light and dark, with its measured ratio.
  • Compare the draft branding with live MCP compareBranding List what the draft changes against live: the tokens and logos you set, every drawn value that follows from them in light and dark, and, with an agent, each chat window setting that changes.
  • Discard an agent's draft skin MCP discardBrandingSkinDraft Throw an agent's draft skin away.
  • Discard the draft theme MCP discardBrandingThemeDraft Throw the draft theme away.
  • Get a signed link to upload a logo MCP createBrandingLogoUpload Get a short-lived, single-use link to upload a logo for light or dark.
  • Preview the draft branding MCP previewBranding Preview the draft theme and an agent's draft skin without changing anything live: returns a signed Studio link that shows the draft beside live in light and dark, what changes, the contrast result, and screenshots of the sign-in page, the agents list, an agent's page, the chat window and an email in light and dark as images.
  • Publish an agent's draft skin MCP publishBrandingSkin Make an agent's draft skin live on every site that embeds its chat window.
  • Publish the draft theme MCP publishBrandingTheme Make the draft theme live for everyone in the company: Studio, the sign-in page and company email.
  • Read a branding preview's pages MCP getBrandingPreview Read the pages of a preview made by previewBranding: each screen in light and dark, drafted and live, as self-contained pages with no scripts, plus what changes.
  • Read an agent's chat window skin MCP getBrandingSkin Read one agent's chat window skin: what is live, the draft being worked on (if any) and earlier live versions.
  • Read Brand assets MCP getCompanyBrandAssets Read a deterministic file plan for the saved company brand: brand/brand.json, brand/assets.json, brand/SKILL.md and selected owned logo bytes.
  • Read the company content brand MCP getCompanyBrandKit Read the saved company brand for content: name, tagline, colours, approved fonts, logo ids, tone and templates, with field sources and a revision.
  • Read the company theme as design tokens MCP getBrandingTheme Read the company's Studio theme: the live tokens and logos, the draft being worked on (if any), both as DTCG design tokens for light and dark, every token a company may set with its default, and earlier live versions to roll back to.
  • Roll an agent's live skin back MCP rollbackBrandingSkin Make an earlier live skin, from history, live again.
  • Roll the live theme back MCP rollbackBrandingTheme Make an earlier live theme, from history, live again.
  • Save the company content brand MCP saveCompanyBrandKit Replace the company content brand after a person reviews and confirms it.

Change review

See exactly what changed in an agent, skill or workflow before it is published, and set the company's rules for changes to chosen categories and for reviewing workflows.

  • Approve or decline a workflow review MCP decidePipelineReview Approve or decline a workflow's review.
  • Approve or reject a skill draft for publishing MCP reviewSkillPublication Record a second person's decision on a skill draft whose category needs approval before publishing.
  • Ask for a review of a draft MCP requestChangeReview Tell the people who watch an agent or skill, and those who can approve it, that its draft is ready for review.
  • Change the company's change rules MCP updateChangeRules Choose which instruction categories need an acknowledgement or a second person's approval before publishing, which always alert their owners, and when a workflow needs a review before it is published.
  • Comment on a workflow review MCP commentPipelineReview Add a comment to a workflow review, on one step or start or on the whole workflow.
  • List categories you can watch MCP listChangeWatchCategories List only the ids and names of instruction categories you can currently read in this company.
  • List your change alerts MCP listChangeAlerts List alerts about agents, skills and categories you watch, newest first, each with what changed and the diff as you may see it.
  • Mark a change alert read MCP markChangeAlertRead Mark one of your change alerts as read.
  • Read a workflow's review MCP getPipelineReview Read whether a workflow needs a review before it is published, the latest review with its comments, who may review it, and the diff it is judged by.
  • Read the company's change rules MCP getChangeRules Read which instruction categories need an acknowledgement or a second person's approval before publishing, and which always alert their owners.
  • Read whether you are told about changes MCP getChangeWatch Read whether you are told about changes to an agent, a skill, an instruction category or a department, and why: your own choice, a default for category owners and administrators, or a company rule.
  • Send a workflow for review MCP requestPipelineReview Ask a named person to review a workflow's draft before it is published.
  • Show what changed in a skill MCP getSkillDiff Compare a skill's draft or a published version with Live, with nothing, or with another published version, line by line.
  • Show what changed in a workflow MCP getPipelineDiff Compare a workflow's draft with its latest version, Live, nothing or a published version: each step and start line by line, and an 'Also changes' list of the agent versions it follows, connections, variables and limits.
  • Show what changed in an agent MCP getAgentDiff Compare an agent's draft or a published version with Live, with nothing, or with another published version, line by line.
  • Turn change alerts on or off MCP updateChangeWatch Choose whether you are told about changes to an agent, a skill, an instruction category or a department.

Company administration

Manage company membership, security, appearance, billing and operating settings.

  • Accept company setup suggestions MCP companyAcceptGuideSession Apply the reviewed company setup guide result under the current caller’s settings authority and declared preconditions.
  • Add a company person MCP createCompanyPerson Create a membership record with the supplied name, address and role.
  • Add a GitHub installation MCP createCompanyGithubInstallation Record a GitHub installation and its repository access for this company.
  • Adds a cloud account to deploy agents to MCP createCompanyDeploymentAccount
  • Adds a payment method MCP createCompanyPaymentMethod
  • Adds an agent image MCP createCompanyImage
  • Answer a company setup question MCP companyAnswerGuideSession Submit an answer to the current company setup guide question and return the next guide state.
  • Applies the draft theme so everyone sees it MCP changeCompanyThemeApply
  • Change billing details MCP updateCompanyBilling Save the company’s billing details using their current revision.
  • Change email domain policy MCP updateCompanyDomainPolicy Replace the allowed and blocked email domain policy using its current revision.
  • Change MCP access policy MCP updateCompanyMcpPolicy Replace the company MCP policy with reviewed values using its current revision.
  • Changes a deployment account MCP updateCompanyDeploymentAccount
  • Changes a payment method MCP updateCompanyPaymentMethod
  • Changes a person's role or details MCP updateCompanyPerson
  • Changes an agent image MCP updateCompanyImage
  • Changes an invitation MCP updateCompanyInvitation
  • Changes the defaults for traveller payments MCP updateTravellerPaymentDefaults
  • Changes the draft theme MCP changeCompanyThemeDraft
  • Complete a privacy request MCP completeCompanyPrivacyRequest Mark or execute the requested completion under the privacy request’s current state and company policy.
  • Confirm a people roster import MCP importCompanyPeopleRoster Save the exact confirmed CSV as employee metadata at the previewed roster revision.
  • Discard a company setup guide MCP companyDiscardGuideSession Discard the proposed company setup guide result without applying its suggested settings.
  • Edit a company setup answer MCP companyEditGuideSession Change a saved answer in the company setup guide before accepting its proposed settings.
  • Export a company package MCP exportCompanyPackage Make one package of this company's checks, identity fields, categories, company skills, agents and workflows, with the list of connections, numbers and identities the company importing it must supply.
  • Export authored content MCP exportCompanyAuthoredContent Request an export of authored content visible under the company’s current access policy.
  • Export the audit log MCP exportCompanyAudit Request an export of company audit records under the caller’s current audit permissions.
  • Goes back to an earlier theme MCP changeCompanyThemeRevert
  • Import a company package MCP importCompanyPackage Import a package as its preview said: add new items, update the items an earlier import of the same package made, and leave out refused items.
  • Invites a person to the company MCP createCompanyInvitation
  • List privacy requests MCP listCompanyPrivacyRequests List the company’s recorded privacy requests and their progress so authorized staff can handle them.
  • Lists earlier themes MCP listCompanyThemeHistory
  • Lists entries in the company's audit log MCP listCompanyAudit
  • Lists the choices available for agent images MCP getCompanyImageOptions
  • Lists the cloud accounts the company deploys agents to MCP listCompanyDeploymentAccount
  • Lists the company's agent images MCP listCompanyImage
  • Lists the company's invitations MCP listCompanyInvitation
  • Lists the company's payment methods MCP listCompanyPaymentMethod
  • Lists the design tokens a theme can change MCP getCompanyThemeTokens
  • Lists the filters and choices for the people list MCP getCompanyPeopleOptions
  • Lists the people in the company MCP listCompanyPerson
  • Makes a preview of the draft theme MCP changeCompanyThemePreview
  • Moderate company authors MCP moderateCompanyAuthors Apply the requested moderation action to the selected community authors.
  • Move the company's RCS sender registration along MCP actOnCompanyRcsRegistration Ask for the company's approval, withdraw the request, approve the saved details, mark the registration as filed with the provider (which locks the brand details), record what the provider answered, or start a new version after a denial.
  • Moves agents or instructions between categories, using a preview you made just before MCP applyCompanyCategoryChange
  • Open the billing portal MCP createBillingPortalSession Create a short-lived billing portal session for the company so an authorized person can manage payment details with the billing provider.
  • Preview a company package import MCP previewCompanyPackageImport Check every item in a package against this company: which it would add, which it would update because an earlier import (or an item with the same name or key) made them, which are unchanged, and which it would leave out and why.
  • Preview a people roster import MCP previewCompanyPeopleImport Preview up to 500 people from a CSV (128 KiB, 32 columns).
  • Preview or invite many people MCP invitePeople Preview up to 500 invitation rows, then queue ready invitations after one recent second step.
  • Read a company setup guide MCP companyGetGuideSession Read the current question, answers and proposed settings for an existing company setup guide session.
  • Read billing details MCP getCompanyBilling Read company billing configuration and available invoice information.
  • Read company message topics MCP getCompanyMessageTopics Company message topics and their consent classification, quiet hours and daily limits.
  • Read company validation checks MCP getValidationChecks Read custom checks, ready-made checks and saved company input-check defaults.
  • Read deployment details MCP getCompanyDeploymentDetails Read the deployment details for the supplied account and resource selection.
  • Read email domain policy MCP getCompanyDomainPolicy Read the company rules for allowed and blocked email domains before changing enrollment or invitation policy.
  • Read MCP access policy MCP getCompanyMcpPolicy Read who may connect MCP clients and which actions require confirmation under the current company policy.
  • Read Microsoft sign-in settings MCP getCompanyMicrosoftSignIn
  • Read the company plan MCP getCompanyPlan Read the current company plan and its limits before requesting a feature that depends on plan eligibility.
  • Read the company's RCS sender registration MCP getCompanyRcsRegistration Read the company's registration for its own RCS sender: the brand, contact, legal, use case, reach and tester details saved so far, which checks still fail, who prepared and approved it, when it was filed and what the provider has answered, per carrier.
  • Read the screen import draft MCP getScreenImportDraft Read the company’s single saved import draft, including its original source and proposed screens.
  • Reads one agent image MCP getCompanyImage
  • Reads one deployment account MCP getCompanyDeploymentAccount
  • Reads one invitation MCP getCompanyInvitation
  • Reads one payment method MCP getCompanyPaymentMethod
  • Reads one person MCP getCompanyPerson
  • Reads payment totals and defaults for traveller payments MCP getTravellerPaymentTotals
  • Reads the company's theme: the live one and any draft MCP getCompanyTheme
  • Reads the full details for one person MCP getCompanyPersonDetails
  • Record a privacy request MCP createCompanyPrivacyRequest Record a person’s requested privacy action for company handling.
  • Record Microsoft admin approval MCP completeCompanyMicrosoftConsent
  • Run a company action MCP actOnCompanyGeneral Run a supported company-level action against the current settings revision.
  • Run a connection action MCP actOnCompanyConnection Run a supported action on one company connection.
  • Run a data privacy action MCP actOnCompanyDataPrivacy Run a supported action on the company data privacy settings.
  • Run a deployment account action MCP actOnCompanyDeploymentAccount Run a supported action on a company deployment account.
  • Run a GitHub installation action MCP actOnCompanyGithubInstallation Run a supported action on a company GitHub installation.
  • Run a model settings action MCP actOnCompanyModelLimits Run a supported action on company model settings using the current revision.
  • Run a security action MCP actOnCompanySecurity Run a supported action on company security settings.
  • Run a single sign-on action MCP actOnCompanySso Run a supported action on the company’s single sign-on configuration.
  • Run a tool category action MCP actOnCompanyToolCategory Run a supported action on a company tool category.
  • Run an event source action MCP actOnCompanyEventSource Run a supported action on one company event source.
  • Run an MCP policy action MCP actOnCompanyMcpPolicy Run a supported action on the company MCP policy, subject to current company authority and the declared revision precondition.
  • Runs an action on a payment method, such as verify or remove MCP actOnCompanyPaymentMethod
  • Runs an action on a person, such as sign out everywhere or remove. The actions allowed depend on the person MCP actOnCompanyPerson Runs an action on a person, such as sign_out_everywhere or remove.
  • Runs an action on an agent image, such as build or remove. The actions allowed depend on the image MCP actOnCompanyImage Runs an action on an agent image, such as build or remove.
  • Runs an action on an invitation, such as resend or revoke MCP actOnCompanyInvitation
  • Save a connection credential MCP setCompanyConnectionsSecret Replace the write-only credential for one company connection.
  • Save a model credential MCP setCompanyModelsSecret Replace the write-only credential in company model settings.
  • Save an event source credential MCP setCompanyEventSourcesSecret Replace the write-only credential for one company event source.
  • Save company validation checks MCP putValidationChecks Replace custom check definitions and optionally update company check_settings and file_scan settings.
  • Save Microsoft sign-in settings MCP putCompanyMicrosoftSignIn
  • Save or discard the screen import draft MCP putScreenImportDraft Replace the company’s single saved import draft, or discard it with draft null.
  • Save the company's RCS sender registration draft MCP updateCompanyRcsRegistration Save every detail of the registration draft at once.
  • Search saved employee roster details MCP searchCompanyPeopleRoster Read confirmed CSV employee metadata in the current company.
  • Searches the company's audit log MCP searchCompanyAudit
  • Searches the company's people MCP searchCompanyPeople
  • Show what a company package carries MCP getCompanyPackages Read how many checks, identity fields, categories, company skills, agents and workflows a package from this company would carry, what never travels, and the packages imported here before.
  • Shows what moving agents or instructions between categories would change MCP previewCompanyCategoryChange
  • Signs a person out everywhere MCP signOutCompanyPerson
  • Start a company setup guide MCP companyCreateGuideSession Create a company setup guide session for the requested settings target.
  • Throws away the draft theme MCP changeCompanyThemeDiscard
  • Try a validation check MCP tryValidationCheck Evaluate sample text with one company-defined check and return the decision without saving the sample.
  • Update company message topics MCP updateCompanyMessageTopics Company message topics and their consent classification, quiet hours and daily limits.

Company closing

Close a company's account from the operator console: two people agree, and 30 days later its data is removed.

  • Cancel closing a company MCP cancelOperatorCompanyClosure Withdraw a proposal, or cancel a scheduled closing before its 30 days run out.
  • Confirm closing a company MCP confirmOperatorCompanyClosure Confirm another staff member's proposal.
  • List company closings MCP listOperatorCompanyClosures List every company closing that has been proposed, scheduled, withdrawn or cancelled, with who did each step and when the data goes.
  • Propose closing a company MCP proposeOperatorCompanyClosure Propose closing a company, with a reason.

Separate Contacts

Keep the company's Contacts: people outside the company, separate from acting identities and Team users.

  • Add a contact MCP createCompanyContact Save a new contact with a name and optional emails, phones and fields.
  • Archive a contact MCP archiveCompanyContact Soft-delete a contact at the revision last read: it leaves the contact list and is never matched or selected, and restoreCompanyContact brings it back.
  • Change a contact MCP updateCompanyContact Replace a contact's details and its Team member and acting identity links at the revision last read.
  • Import contacts from a CSV MCP importCompanyContacts Check or save up to 100 contacts from a CSV of at most 64 KB with a header row and a name column.
  • List contacts with their details MCP listCompanyContactDetails Read the company's contacts with their name, emails, phones and fields, newest-created order by reference.
  • List separate Contact metadata MCP listCompanyContacts Read separate Contact references, revisions, conversation dates and profile-presence only.
  • Read one contact with details MCP getCompanyContactDetails Read one contact's name, emails, phones, fields, links and revision.
  • Read separate Contact metadata MCP getCompanyContact Read separate Contact references, revisions, conversation dates and profile-presence, plus display-only active channel-address opt-outs for linked, non-archived contact points.
  • Restore an archived contact MCP restoreCompanyContact Bring an archived contact back to the contact list at the revision last read.

Staged company departments

Name custom departments before enabling department policy. Definitions alone grant no access.

  • Inventory retained agent and workflow categories MCP getCompanyDepartmentCategoryInventory Read counts from one current company transaction.
  • Preview staged department defaults changes MCP previewCompanyDepartmentDefaults Deprecated: staged department cells and per-person overrides left Studio; a person's level applies in every department they belong to.
  • Preview staged department membership changes MCP previewCompanyDepartmentMemberships Compare a full proposed roster with the current staged revision.
  • Read staged company department definitions MCP getCompanyDepartments Read fixed Company-wide and Admin entries followed by staged custom department definitions.
  • Read staged department configuration snapshot MCP getCompanyDepartmentConfiguration Read definitions, ordered memberships, stored cells and overrides at one staged revision.
  • Read staged department memberships MCP getCompanyDepartmentMemberships Ordered custom-department memberships only.
  • Save staged custom company department definitions MCP putCompanyDepartments Replace up to 500 custom department definitions with revision checks and an atomic audit event.
  • Save staged department instruction-category defaults MCP putCompanyDepartmentInstructionCategories Deprecated: staged department cells and per-person overrides left Studio; a person's level applies in every department they belong to.
  • Save staged department memberships MCP putCompanyDepartmentMemberships Ordered custom-department memberships only.
  • Save staged department skill-section defaults MCP putCompanyDepartmentSkillSections Deprecated: staged department cells and per-person overrides left Studio; a person's level applies in every department they belong to.

Company entries

Read the canonical Ways in configuration catalog.

  • Assign a settings profile to a canonical entry MCP updateCompanyEntryProfile Assign an existing canonical dev entry to an exact current active settings profile using both revisions.
  • List canonical company entries MCP listCompanyEntries Read a bounded page of canonical company/environment configuration references.
  • Narrow a canonical entry lifecycle MCP updateCompanyEntryState Change an existing canonical dev entry to disabled or terminal revoked using its current revision.
  • Read one canonical company entry MCP getCompanyEntry Read one current canonical company/environment configuration record by id, including disabled and revoked tombstones.
  • Read the canonical entry for a legacy source MCP getCompanyLegacyEntry Resolve an exact legacy transport kind and source id to its deterministic canonical company entry on dev.
  • Save checks for a canonical way in MCP updateCompanyEntryScreening Save per-way-in checks on the canonical dev entry with its current revision.
  • Save inbound identity choices for a canonical entry MCP updateCompanyEntryIdentityAssignment Save bounded inbound identity choices on the canonical dev entry using its current revision.

Company escalation defaults

Store default escalation contacts and question settings once per company.

  • Read company escalation defaults MCP getCompanyEscalation Read company default escalation contacts and question settings.
  • Save company escalation defaults MCP putCompanyEscalation Save company default escalation contacts and question settings.

Company held messages

Read held admission receipts for the company Ways in audit.

  • List held way-in messages MCP listHeldMessages Read a bounded page of held admission receipts across ways in, optionally filtered to one canonical entry id.

Company MCP address selection

Select published targets and who may use the company address from Settings > MCP.

  • Change company MCP selection MCP updateCompanyMcpAddressSelection Replace the company address exclusion checklist and allowed people or teams using the current revision.
  • Read company MCP selection MCP getCompanyMcpAddressSelection Read saved exclusions and access for the published-target company MCP address.

Current agent number assignments

Read bounded current number occupancy without financial or connection administration rights.

  • List current number assignments for an agent MCP listAgentCompanyNumberAssignments Active non-community company members with current read and edit rights on this agent.

Number deletion protection

Protect company inventory numbers from release.

  • Set number deletion protection MCP setCompanyNumberProtection Company owner or administrator only.

Company self-serve sign-up

Create and review a new company workspace without granting production access before operator staff approval.

  • Approve a company sign-up MCP approveCompanySignupRequest Approve a verified request and create its limited workspace defaults.
  • List company email reputation guards MCP listEmailReputation Read rolling SES bounce and complaint rates and any automatic outbound-email pauses.
  • List company sign-up requests MCP listCompanySignupRequests Read verified company sign-ups waiting for operator staff approval.
  • Start a company sign-up API only startCompanySignup Submit company details, a verified mailbox and a processor-vault payment reference for a new workspace sign-up.
  • Unpause a company's outbound email MCP unpauseCompanyEmail After review, staff can clear a company's automatic email-reputation pause.
  • Verify a company sign-up API only verifyCompanySignup Verify the mailbox code sent for a company sign-up.

Spending

One spend policy per company: its monthly and daily limits, what it has spent against them, and the per-agent caps inside them.

  • Change the company's spending limits MCP updateCompanySpending Set the company's monthly and daily limits.
  • Read the company's spending limits MCP getCompanySpending Read the company's monthly and daily limits, the most each may be set to, what has been spent this month and today, and the per-agent, per-person, per-run and per-conversation caps.

Connect requests

Ask the company's identities and people, by email, to connect their own app accounts on a page that needs no sign-in.

  • Ask people to connect their accounts MCP sendConnectRequest Emails each chosen identity or Studio person a link, in the company's own name, where they connect the chosen apps without signing in.
  • Finish connecting an app API only finishConnectInviteApp Confirms the app's sign-in finished for the person the link was sent to, and records the connection as theirs.
  • List connect requests MCP listConnectRequests Lists the company's latest connect requests, newest first, with how many people are sent, opened, complete, bounced or expired.
  • Open a connect page API only openConnectInvite Reads the page a connect link opens: the company's name, the person's first name and the apps asked for, each connected or not.
  • Read a connect request MCP getConnectRequest Reads one request with every person's status: sent, opened, connected n of m, bounced, expired or stopped.
  • Read a person's connect request MCP getConnectInvite Reads one identity's or person's current request: the apps asked for, which are connected, and whether the link was sent, opened, bounced or has expired.
  • Read the fixture outbox's connect email API only getConnectInviteFixtureEmail Fixture mode only: returns the last connect email the local outbox kept for this person, standing in for real delivery so a tester can open the link.
  • Read your own connect request MCP getMyConnectInvite Reads the signed-in person's own connect request: the apps the company asked them to connect, which are connected (from the emailed link or from Your connections), and the link's status.
  • Remind people who have not finished MCP remindConnectRequest Emails a fresh link only to the people in this request who still have an app to connect.
  • Remove a connected app API only removeConnectInviteApp Removes the person's own connection to one of the apps on their page.
  • Start connecting an app API only startConnectInviteApp Starts the app's own sign-in for the person the link was sent to, and returns where to send their browser.
  • Stop a person's link MCP revokeConnectInvite Stops the person's current link straight away.

Connections

Inspect configured app and channel connections, sender readiness and tool grants.

  • Add an app to company apps MCP pinCompanyApp Pin an app from the local catalogue without signing in.
  • Change company app sign-in settings MCP updateCompanyAppSettings Change between Falcon's client and the company's own client.
  • Change identity verification settings MCP updateIdentityVerificationSettings Change how checks work for every agent: the age the inquiry template checks, whether a finished check counts as verified, how long links work, when people verify again, and the notice sent with every link.
  • Change Persona app connection settings MCP updatePersonaAppSettings Manage the company Persona app connection using the existing canonical verification account, vault, revisions and authorization.
  • Connect a Persona account MCP savePersonaAppAccount Manage the company Persona app connection using the existing canonical verification account, vault, revisions and authorization.
  • Connect a Persona account MCP saveIdentityVerificationAccount Connect the company's own Persona account for Dev (a sandbox key) or Live (a production key), with the inquiry template and the webhook secret.
  • Connect an Other email mailbox MCP createOtherEmailConnection Connect a hand-entered SMTP and IMAP mailbox after a mandatory test send; credentials are write-only and encrypted.
  • Create a saved request shape MCP createRequestShape Save explicitly authored masked shape metadata in the current company library.
  • Create a server key for an API way in MCP createIncomingRequestKey Create a server key for one API way in and show its value once.
  • Create an incoming email map MCP createIncomingEmailMap Create an email way in with only workflow_id to issue an address and safe defaults, or supply a complete email rule.
  • Create an incoming request map MCP createIncomingRequestMap Create a signed, bounded request address that maps an incoming request to a workflow or agent.
  • Decide on a held email MCP decideHeldIncomingEmail Start a held or skipped email anyway (its email map's target runs once), mark it as spam, or dismiss it.
  • Delete an incoming email map MCP deleteIncomingEmailMap Delete an incoming email map and its run authority, revoking any imported shared entry in the same transaction.
  • Delete an incoming request map MCP deleteIncomingRequestMap Delete a request map.
  • Disconnect a Persona account MCP removePersonaAppAccount Manage the company Persona app connection using the existing canonical verification account, vault, revisions and authorization.
  • Disconnect a Persona account MCP removeIdentityVerificationAccount Disconnect an environment's Persona account and schedule its key and webhook secret for deletion.
  • Disconnect an Other email mailbox MCP disconnectOtherEmailConnection Disable a mailbox and remove stored credentials.
  • Learn a request shape from a JSON sample MCP learnRequestShape Propose bounded field paths and types with masked examples from JSON text (8 KiB UTF-8 maximum).
  • List a connection's tool choices MCP listToolConnectionChoices List tools available through a selected connection.
  • List an API way in's server keys MCP listIncomingRequestKeys List the server keys of one API way in: name, test or live, last four characters, browser origins, state, last use and, after a rotation, when the old value stops working.
  • List an identity’s connected apps MCP listCompanyIdentityConnectedApps Read only one company identity’s verified app connections.
  • List available message senders MCP listSendingSenders Hosted reads list full company email addresses with current binding consent and verified-domain or matching-mailbox readiness, filtered to agents the caller may configure.
  • List company apps MCP listCompanyAppPins List the apps pinned by the company in insertion order, including apps with no connected account.
  • List company message keys MCP listCompanyMessageKeys Read message-key metadata and configured state.
  • List connected app deliveries MCP serviceListConnectedAppDeliveries Read recorded workflow handoffs for this connection and environment: at most 100 newest within 192 KiB.
  • List connected apps MCP serviceListConnectedApps Read the complete visible connection list in one response; no cursor or pagination input is accepted.
  • List connection presets MCP listConnectorPresets List reusable connection presets.
  • List held incoming email MCP listHeldIncomingEmails Read the emails the check before a run held or skipped: each email's kind, how sure the check was, its email map, its files kept and not kept, and when it arrived and expires.
  • List incoming email maps MCP listIncomingEmailMaps Read the ordered rules that route inbound email, the addresses assigned to agents and identities, and the company's forwarding or MX setup.
  • List incoming request maps MCP listIncomingRequestMaps Read request maps, their rotatable addresses and recent accepted, ignored or refused results.
  • List labelled incoming email MCP listIncomingEmailLabels Read what people said held and skipped emails really were, next to what the check said, for checking the filter later.
  • List saved request shapes MCP listRequestShapes Read company-scoped masked shape metadata and exact revision.
  • List SendGrid connections MCP listSendGridConnection List configured SendGrid connections and their status.
  • List twilio connections MCP listTwilioConnections List configured Twilio connections and their status.
  • List what request map targets receive and give back MCP listIncomingRequestTargets Read every workflow or agent a request map can start: its declared start fields, the steps that receive them first, what it gives back, and JSON Schemas for its input and response generated from its definition and versioned with it.
  • Listen for a Request URL sample MCP controlIncomingRequestSample Start or stop a ten-minute sample window, or keep or release the latest masked sample.
  • Prepare a saved request shape example MCP getRequestShapeExample Prepare deterministic masked example JSON from an active saved shape at the requested revision.
  • Preview a Request URL mapping MCP previewIncomingRequestMapping Preview only the Mapping stage against current target fields without starting a workflow.
  • Read a connected app MCP serviceGetConnectedApp Read verified connections owned by the signed-in person.
  • Read a connection preset MCP getConnectorPreset Read a preset's provider and connection requirements.
  • Read a person's verification MCP getPersonVerification Read what one person's identity check came to in Dev or Live: its status, the age it confirmed, when it was verified and expires, and Persona's inquiry id.
  • Read a Persona check's result MCP getPersonaAppCheckResult Read the company's stored Persona check result for one person in Dev or Live, using the same signed callback record as existing identity checks.
  • Read a Request URL sample MCP getIncomingRequestSample Read bounded property paths and types from the last parsed request, including verification refusals.
  • Read a SendGrid connection MCP getSendGridConnection Inspect a SendGrid connection's configured state.
  • Read a Twilio connection MCP getTwilioConnection Inspect a Twilio connection's configured state.
  • Read an app event example MCP getAppCloudEventExample Inspect the app event envelope.
  • Read an app icon MCP getAppIcon Read sanitized public app artwork through a bounded server cache.
  • Read company app sign-in settings MCP getCompanyAppSettings Read the sign-in choice and identity-connectability flag.
  • Read company messaging rules MCP getCompanyMessagingRules Read the message kinds and sending rules that apply.
  • Read identity verification MCP getIdentityVerification Read the company's Persona connection for Dev and Live (whether each is connected, its inquiry template, the key's last four characters and the webhook address to add in Persona) and how checks work: the age the template checks, whether a finished check counts, how long links work, when people verify again and the notice sent with each link.
  • Read message-key tool grants MCP getMessageKeyToolGrants Read which tools a message key may use.
  • Read one saved Other email mailbox MCP getOtherEmailConnection Read mailbox status and last test without credentials.
  • Read one saved request shape MCP getRequestShape Read company-scoped masked shape metadata and exact revision.
  • Read Persona app connection MCP getPersonaAppConnection Manage the company Persona app connection using the existing canonical verification account, vault, revisions and authorization.
  • Read Request URL pull activity MCP getIncomingRequestPullActivity Read the last completed pull page and, where retained, up to 20 completed pages newest first: delivered and skipped-duplicate counts, hashed duplicate keys and storage-admitted completion times.
  • Read saved Other email mailboxes MCP listOtherEmailConnections Read mailbox status, addresses and the last provider test without credentials.
  • Read the company webhook endpoint MCP getCompanyWebhookEndpoint Inspect the configured shared webhook endpoint.
  • Receive a mapped incoming request API only receiveIncomingRequest Verify and map a signed incoming request, sent as JSON or form fields.
  • Receive an identity verification result API only serviceReceiveIdentityVerificationEvent Receive a Persona webhook event for the company's Dev or Live account.
  • Remove an app from company apps MCP unpinCompanyApp Unpin an app without disconnecting any account or changing grants.
  • Revoke a person's verification MCP revokePersonVerification Take back a person's verification in Dev or Live, with a reason, and optionally ask Persona to delete the check's personal data.
  • Revoke an API way in's server key MCP revokeIncomingRequestKey Stop a key at once, including an old value still in its rotation window.
  • Rotate an API way in's server key MCP rotateIncomingRequestKey Give a key a new value, shown once.
  • Rotate an incoming request address MCP rotateIncomingRequestMap Rotate a request map address while retaining its mapping and target.
  • Show a held email's excerpt MCP revealHeldIncomingEmail Show the subject, a short excerpt and any retained original input-screening decision and refusal reason of one held or skipped email.
  • Show a webhook signing secret MCP revealIncomingRequestMapSecret Explicitly reveal one current custom webhook signing secret or shared key.
  • Test a Request URL signature MCP testIncomingRequestVerification Test the saved sender verifier against a supplied raw request using the current server clock.
  • Update an incoming email map MCP updateIncomingEmailMap Change an email map's matching rule or target while retaining its inbound address.
  • Update an incoming request map MCP updateIncomingRequestMap Change the name, target, verification, conditions or mapping without changing the request address.

Connector packages and reference knowledge

Discover reviewed connector packages and pinned toolkit support documentation. Discovery never installs a connection or grants execution.

  • List prebuilt connector packages MCP listConnectorPackages Read versioned native package mappings, coverage, limits and live qualification status.
  • Read a prebuilt connector package MCP getConnectorPackage Read a package with function icons, example outputs, REST mappings, limits and live qualification status.
  • Read connector reference knowledge MCP getConnectorReference Search or read a pinned toolkit support corpus with source commit, retrieval date and content hash.
  • Search connector reference knowledge MCP searchConnectorReferences Search or read a pinned toolkit support corpus with source commit, retrieval date and content hash.

Data expression previews

Try a bounded typed expression with caller-owned JSON data.

  • Try a data expression MCP previewDataExpression Evaluate a pure typed expression against caller-supplied JSON sample data at the current saved workflow revision.

Where decisions are made

Every place the product asks a quick yes/no, pick-one or score question to decide something, in one list: where it runs, what it asks in plain words, whether it is fixed by the platform, tunable by the company or written by the company's authors, and what it did in the last 30 days.

  • Change an agent's decision tuning MCP updateAgentDecisionSettings Replace how an agent's decisions are tuned: how early screening flags a message, phrases that always hold a message, exact messages checked to the standard only, what happens to a flagged message and how sure an Ask about documents answer must be.
  • Read every decision slot in the company MCP getDecisions List every place a decision is made, with the values in effect for the company and what each slot did in the last 30 days.
  • Read the decisions that apply to an agent MCP getAgentDecisions List every decision slot with the values in effect for one agent and what each slot did for that agent in the last 30 days.

Output Screening samples

Test a saved output screen with current checks and ratings, without delivering anything.

  • Try a saved output Screening step MCP sampleDeliveryScreen Runs one saved Deliveries Screening step against a supplied text answer and optional run fields.

Docs

Search the product docs and read any page in full, so an assistant can answer how-to questions from the same pages people read.

  • Read a docs page MCP readDocPage Read one docs page in full, as Markdown.
  • Search the docs MCP searchDocs Find the docs sections that best match some words, best first, each with the page to read in full.

Door settings profiles

Read durable shared screening and cap configuration on dev.

  • Create a door settings profile MCP createDoorSettingsProfile Create shared screening and cap configuration without binding or enabling a way in.
  • List door settings profiles MCP listDoorSettingsProfiles Read a bounded page of shared door settings profiles for screening, caps and speaking identity.
  • Read one door settings profile MCP getDoorSettingsProfile Read one shared door settings profile by id, including how many ways in use it.
  • Update a shared door settings profile MCP updateDoorSettingsProfile Replace configuration at the current revision and atomically advance every current canonical entry reference.

Editing by email

Change an agent's instructions or a company skill by emailing its edit address, or email the company's Studio address for anything you could change in Studio. The Studio assistant reads the email as the sender, drafts the change and replies with it before anything is saved; changes beyond drafts are approved with a code from the sender's phone or authenticator app.

  • Change editing by email MCP updateEmailEditSettings Turn personal edit addresses on or off, choose whether the company address may propose any change the sender could make in Studio ('Email Studio can propose any change', on by default), how long an email approval window lasts (0 to 60 minutes, 30 by default) and which changes always need Studio (permissions, secrets, connections and spending always do).
  • Confirm an emailed change MCP confirmEmailEdit Confirm the change drafted from an email with the one-time token from its confirmation link.
  • Confirm an emailed plan API only confirmEmailEditReview Apply the whole plan an email to the company's Studio address produced, as the person who sent it, in Studio instead of by phone approval; changes that always need Studio are confirmed only here.
  • End everyone's email approvals API only endCompanyEmailApprovals End every open email approval window in the company now.
  • End your email approval window API only endEmailApprovalWindow End your open email approval window now.
  • Issue an edit address MCP issueEmailEditAddress Issue the edit address for one agent, one skill, or, naming neither, the company-wide address.
  • Read an edit address MCP getEmailEditAddress Read the edit address for one agent, one skill, or, naming neither, the company-wide address; null until one is issued.
  • Read an emailed plan to review API only getEmailEditReview Read the plan an email to the company's Studio address produced beyond drafts of instructions and skills: each change with its diff and, for a request with many steps, the steps Studio is drafting.
  • Read editing by email MCP getEmailEditSettings Read whether editing by email is on, whether personal edit addresses are required, whether the company address may propose any change, how long an email approval window lasts, which changes always need Studio, the company-wide address and how many emails were dropped or refused.
  • Read your email approvals API only getEmailApprovals Read whether an email approval window is open for you, until when and on which device, the changes applied inside one in the last 24 hours that you can undo, and what you can approve emailed changes with.
  • Undo an emailed change API only undoEmailApprovedChange Restore the version from before a change that an email approval window applied, within 24 hours, as long as nothing changed it since.

Entitlement leases

Keep deployments in a company's own AWS account tied to a current licence: each runtime holds a short signed lease, renewed from the platform, and stops starting new conversations when the lease runs out.

  • List deployment leases MCP listOperatorEntitlementDeployments List every deployment that holds an entitlement lease, with what billing says about its company, when it last renewed and until when, and whether staff have revoked it.
  • Read lease settings MCP getOperatorEntitlementLeaseSettings Read how long a lease lasts, how long new conversations are still admitted after it ends, and the plain message shown when they are refused.
  • Register a deployment API only registerOperatorEntitlementDeployment Register a deployment that runs in a company's own AWS account.
  • Renew a deployment's lease API only renewEntitlementLease A deployed runtime asks for a fresh signed lease.
  • Restore a deployment's lease MCP restoreOperatorEntitlementLease Take a deployment off the revoke list so its next renewal is issued again, provided billing says the company is active.
  • Revoke a deployment's lease MCP revokeOperatorEntitlementLease Stop renewing a deployment's lease and add it to the revoke list.
  • Set lease settings MCP setOperatorEntitlementLeaseSettings Set the lease length (proposed: 3 days), the grace period (proposed: 24 hours) and the refusal message.

What needs me today

One read of what needs a person's attention across agents and workflows: failed runs, approvals waiting, spend near a limit, work that stalled, channels that stopped delivering and changes not yet published. Counts only, never what anyone said.

  • Read what needs me today MCP getFleetHealth Read the list of things that need a person today, grouped by kind, oldest first, with counts per category and which categories are not recorded yet.

Identities

Manage people and places that agents act for.

  • Archive an outside agent MCP archiveExternalAgent Archive a manually registered external directory entry.
  • Change an outside agent directory owner MCP transferExternalAgentOwner Change the metadata owner of an active manually registered outside agent to a current active non-community company member.
  • Change company identity forwarding send setting MCP updateCompanyIdentityForwardingSendSetting Change the existing address’s preference without replacing its proof.
  • Change personal identity forwarding send setting MCP updatePersonalIdentityForwardingSendSetting Change the existing address’s preference without replacing its proof.
  • Choose an identity binding's RCS sender MCP updateCompanyIdentityBindingRcs Attach an identity RCS registration or return the binding to the agent's shared sender.
  • Choose company binding calendars MCP updateCompanyIdentityBindingCalendar Choose which already granted calendars narrow this identity binding’s working hours.
  • Choose personal binding calendars MCP updatePersonalIdentityBindingCalendar Choose which already granted calendars narrow this identity binding’s working hours.
  • Commit a company identity import MCP commitCompanyIdentityImport Write reviewed rows as drafts with inbound off, applying explicit update or skip decisions to current company contact matches.
  • Create or replace company identity forwarding address MCP replaceCompanyIdentityForwardingAddress Random per-binding addresses choose the reply sender mode.
  • Create or replace personal identity forwarding address MCP replacePersonalIdentityForwardingAddress Random per-binding addresses choose the reply sender mode.
  • Download the identity import template MCP getCompanyIdentityImportTemplate Download a header-only CSV for company contacts using the current visible sender fields.
  • Find who a person is with MCP findIdentityTurn Find which identity a person is with in a pool, by one of their proved contact points.
  • List agent identities MCP listAgentIdentities
  • Move a person to another identity MCP reassignIdentityTurn Move one person, found by a proved contact point, to another identity bound to this agent.
  • Play a prepared identity voice preview MCP getIdentityVoicePreview Read settled private audio after current authority checks; never generates audio.
  • Preview a company identity import MCP previewCompanyIdentityImport Read CSV or JSON identity rows, apply adjustable header mapping, validate every row and show email, code and phone matches without writing identities or sending mail.
  • Preview an identity greeting in a selected voice MCP previewIdentityVoice Generate or reuse the stored identity greeting with one reviewed xAI voice.
  • Preview an identity RCS registration MCP previewCompanyIdentityBindingRcsRegistration Preview the RCS registration builder pre-filled from identity fields.
  • Read a company binding address test MCP getCompanyIdentityBindingTest Test only the current receiving email, SIP address or attached number of an enabled binding.
  • Read a personal binding address test MCP getPersonalIdentityBindingTest Test only the current receiving email, SIP address or attached number of an enabled binding.
  • Read an agent identity MCP getAgentIdentity
  • Read an identity binding's RCS sender MCP getCompanyIdentityBindingRcs Read the agent-shared or identity-dedicated RCS choice, approval status and identity sign-off.
  • Read company binding calendar status MCP getCompanyIdentityBindingCalendar Read the calendars selected for this binding and the last successful refresh time.
  • Read company identity forwarding addresses MCP getCompanyIdentityForwardingAddresses Random per-binding addresses choose the reply sender mode.
  • Read personal binding calendar status MCP getPersonalIdentityBindingCalendar Read the calendars selected for this binding and the last successful refresh time.
  • Read personal identity forwarding addresses MCP getPersonalIdentityForwardingAddresses Random per-binding addresses choose the reply sender mode.
  • Register an outside agent MCP registerExternalAgent
  • Rename an outside agent MCP renameExternalAgent Rename an active manually registered external directory entry.
  • Report on taking turns MCP getIdentityTurns New conversations per identity over the last seven days, why each identity got them (its turn, a returning person, the fallback, a switch or a move by hand), open conversations, today's count against its daily cap, and people moved between identities.
  • Request a company binding address test MCP createCompanyIdentityBindingTest Test only the current receiving email, SIP address or attached number of an enabled binding.
  • Request a personal binding address test MCP createPersonalIdentityBindingTest Test only the current receiving email, SIP address or attached number of an enabled binding.
  • Save the company identity Voice section MCP updateCompanyIdentityVoice Save only voice_settings, preserving the current profile and media.
  • Save the personal identity Voice section MCP updatePersonalIdentityVoice Save only voice_settings, preserving the current profile and media.
  • Simulate a new conversation API only simulateIdentityTurn Fixture mode only.

Workflow Identity graphs

Revision-bound storage for the Identity tab’s workflow graph.

  • Read a workflow’s Identity graph MCP getIdentityGraph Reads the saved graph, or an empty revision-zero graph before the first save.
  • Save a workflow’s Identity graph MCP updateIdentityGraph Stores the complete Identity graph with optimistic concurrency.

Knowledge search consumers

Manage consumer credentials and limits for external knowledge search.

  • Create a knowledge search consumer MCP createKnowledgeSearchConsumer Manage external search consumer credentials with current scoped read and manage_access plus a fresh second step.
  • List knowledge search consumers MCP listKnowledgeSearchConsumers Manage external search consumer credentials with current scoped read and manage_access plus a fresh second step.
  • Read a knowledge search consumer MCP getKnowledgeSearchConsumer Manage external search consumer credentials with current scoped read and manage_access plus a fresh second step.
  • Read knowledge search consumer usage MCP getKnowledgeSearchConsumerUsage Read settled retrieval cost attributed to original requests in the current UTC day and outstanding reservations for one consumer, with its current daily cap and available budget.
  • Revoke a knowledge search consumer MCP revokeKnowledgeSearchConsumer Manage external search consumer credentials with current scoped read and manage_access plus a fresh second step.
  • Rotate a knowledge search consumer MCP rotateKnowledgeSearchConsumer Manage external search consumer credentials with current scoped read and manage_access plus a fresh second step.

Knowledge search document approvals

Approve checked uploaded documents for external search within the base ceiling.

  • Read a document search approval MCP getKnowledgeSearchDocument Manage explicit external release approval for a checked uploaded document.
  • Replace a document search approval MCP replaceKnowledgeSearchDocument Manage explicit external release approval for a checked uploaded document.

Knowledge search base policy

Manage the explicit base ceiling; public search and per-document approval remain separate.

  • Read a knowledge search policy MCP getKnowledgeSearchPolicy Read or replace the base ceiling for external knowledge search.
  • Replace a knowledge search policy MCP replaceKnowledgeSearchPolicy Read or replace the base ceiling for external knowledge search.

Knowledge

Inspect knowledge bases, their sources and synchronization progress.

  • Ask about documents MCP askAboutDocuments Ask one registered yes/no or pick-one question about referenced items without loading their content into the agent context.
  • List knowledge bases MCP listKnowledgeBase List knowledge bases and their source summaries.
  • List knowledge sources MCP listKnowledgeSource List sources configured for a knowledge base.
  • List knowledge syncs MCP listKnowledgeSyncs Read recorded synchronization attempts for a knowledge base.
  • Read a knowledge base MCP getKnowledgeBase Inspect a knowledge base's configuration, source counts and revision.
  • Read a knowledge source MCP getKnowledgeSource Inspect a source's location, schedule, tags and current state.

Pause at a limit

When a step's turn reaches one of its limits (rounds, tool calls, time, tokens or spend), the run waits for a person to carry on or stop instead of failing.

  • Continue or stop a step at its limit MCP decideLimitPause Let a paused step carry on from where it stopped with more of the limit it reached, or stop the run here.
  • List steps waiting at a limit MCP listLimitPauses List workflow steps whose turn stopped at a limit and are waiting for someone to continue or stop: which step, which limit, what it used, and how much more is allowed.
  • Read one step waiting at a limit MCP getLimitPause Read one paused step: the limit it reached, what it used so far, the most that can be added, and the decision once there is one.

Look components

Keep reusable typed Look slots once and copy them into any Look.

  • Change a Look component's draft MCP updateLookComponent Changes the component's name, description, category or slot fields.
  • Create a Look component MCP createLookComponent Creates a draft component holding one typed Look slot in a skill category.
  • List look components MCP listLookComponents Lists the reusable Look components (palettes, grain, grades, lighting, lenses, composition, medium, mood and subject settings) in skill categories the caller can read, with their published versions and the Looks that use them.
  • Publish a Look component version MCP publishLookComponent Publishes the current draft as the next immutable version, which Looks can then copy.
  • Read a Look component MCP getLookComponent Reads one component with its draft slot, published versions and the Looks that use them.
  • Retire a Look component MCP retireLookComponent Retires the component: it stays readable with its versions, is no longer offered for copying and cannot be changed or published again.

MCP access tags

Tag agents and workflows and grant tags to people, teams, access keys and apps, from Settings > Access tags. Tags decide who may list and call them over MCP.

  • Change MCP access tags MCP updateMcpAccessTags Replace the access tags, grants and tagged agents and workflows using the current revision.
  • Read MCP access tags MCP getMcpAccessTags Read the company's access tags, the grants that give them to people, teams, access keys and apps, and which agents and workflows carry them.
  • Read who MCP access tags let in MCP getMcpAccessMap Each access tag with the agents and workflows that carry it and the grants that hold it.

Agents and workflows over MCP

Let people's assistants (Claude, ChatGPT) and automation tools talk to one agent, or start one workflow, over MCP. Each is off until switched on, and each gets its own address on the company's host.

  • Allow an app to talk to an agent as you API only authorizeAgentMcpClient Allow the app to talk to this agent or workflow as you, and only that: the grant (scope talk) never reaches Studio settings, and the Studio MCP server refuses it.
  • Change a workflow's MCP address MCP updatePipelineMcpStart Switch the workflow's MCP address on or off, choose who may connect, the apps allowed after sign-in, and which identities get their own address.
  • Change an agent's MCP address MCP updateAgentMcpEndpoint Switch the agent's MCP address on or off, choose who may connect, the apps allowed after sign-in, and which identities get their own address.
  • Disconnect a client MCP revokeAgentMcpClient Disconnect one client of the agent's MCP address: its key or sign-in stops working at once.
  • Disconnect a client MCP revokePipelineMcpClient Disconnect one client of the workflow's MCP address: its key or sign-in stops working at once.
  • Give a client an access key MCP createAgentMcpKey Create an access key (an API token) for one named client of the agent's MCP address, such as a company automation tool or server that connects with an address and a Bearer token and cannot sign in.
  • Give a client an access key MCP createPipelineMcpKey Create an access key (an API token) for one named client of the workflow's MCP address, such as a company automation tool or server that connects with an address and a Bearer token and cannot sign in.
  • Read a workflow's MCP address MCP getPipelineMcpStart Read whether this workflow can be reached as an MCP server, off by default: its address on the company's own host, who may connect (anyone, signed-in people, or chosen clients), the tool assistants see (run_<workflow> with the workflow's declared start fields (fixed and mapped-in values cannot be set), plus get_run and cancel_run; runs are in the background and get_run returns the status, the current step, 'waiting for approval' and the result in the workflow's declared output shape), each identity's own address, and the connected clients.
  • Read an agent's MCP address MCP getAgentMcpEndpoint Read whether this agent can be reached as an MCP server, off by default: its address on the company's own host, who may connect (anyone, signed-in people, or chosen clients), the tool assistants see (one tool, ask_<agent>, that takes a message and an optional conversation_id and returns the reply and the conversation_id for follow-ups), each identity's own address, and the connected clients.
  • Replace a client's access key MCP rotateAgentMcpKey Give one client of the agent's MCP address a new access key, shown once.
  • Replace a client's access key MCP rotatePipelineMcpKey Give one client of the workflow's MCP address a new access key, shown once.
  • Replace a workflow's MCP address MCP rotatePipelineMcpAddress Give the workflow's main address, or one identity's address, a new unguessable part.
  • Replace an agent's MCP address MCP rotateAgentMcpAddress Give the agent's main address, or one identity's address, a new unguessable part.
  • Review a request to connect to an agent API only reviewAgentMcpConsent Check an app's request to talk to one agent or workflow as the signed-in person, before they allow it: the app, where it returns, the company and the agent or workflow, and the identity when the address names one.

Model catalog

Browse every model the platform can offer, see where each one runs and whether it may keep data, and allow the ones a company wants. Nothing is usable until the company allows it.

  • Browse the model catalog MCP listModelCatalog Browse the models that can be offered to the company, searchable and filterable, one page at a time.
  • Read what changed in the model catalog MCP listModelCatalogChanges Read the most recent reads of the model catalog, newest first, with what each one changed: new models, retired models, price changes and models that gained or lost a zero-retention endpoint.

Model controls

Pause model calls and set the run ceilings every new run starts with, from the operator console.

  • Force or release the decisions fallback MCP setOperatorDecisionFallback Skip jev everywhere and use each job's fallback, or go back to jev.
  • Pause or resume model calls MCP setOperatorModelCallSwitch Pause or resume model calls for everyone, one provider, one company or one agent.
  • Read decision provider health MCP getOperatorDecisionHealth Read each decisions provider's health (jev, OpenAI Decisions, the model judge): whether its circuit breaker is closed, open or probing, recent failures and latency, and whether the fallback is forced.
  • Read model-call switches and run ceilings MCP getOperatorModelControls Read every model-call pause switch that has been set, the providers that can be paused, and the run ceilings new runs start with.
  • Set run ceilings MCP setOperatorRunCeilings Set the turns, tool calls, tokens per turn, time and delegation depth each new run may use, up to this deployment's maximum.

Model tiers

Fast, Balanced and Best: three named levels of thinking with a relative cost, so people choose how much to spend without needing to know model names.

  • Read the model tiers MCP getModelTiers Read Fast, Balanced and Best: what each is for, how much it costs next to Fast, and the model behind it.

Billing lifecycle

Set the billing lifecycle rules (late payment, trial, the end-user message and whether the timer enforces them), watch every company's standing, issue and correct invoices, and override an account's state.

  • Change a company's terms MCP updateOperatorCompanyBilling Set one company's plan, whether it pays after the month (postpaid) or ahead (prepaid), the days it has to pay an invoice, and any exceptions to the late-payment rules, such as a longer grace for an enterprise.
  • Change the billing lifecycle settings MCP updateOperatorBillingSettings Change when a late company is restricted, suspended, cancelled and purged, the card retry days, the trial length, how new companies pay, the days to pay an invoice, the message end users read while assistants are unavailable, and whether the timer enforces any of it.
  • Correct an invoice MCP adjustOperatorInvoice Add a credit or an extra charge to an issued invoice, with a description the company sees and a reason it does not.
  • Issue a month's invoice MCP issueOperatorInvoice Rate a finished month of measured usage at cost plus the markup in force and issue the invoice, once.
  • Move a company to another state MCP setOperatorCompanyLifecycle Move a company to any state except purged, with a reason, and optionally hold automatic changes for a number of days so the timer does not undo it.
  • Read one company's billing MCP getOperatorCompanyBilling Read one company's account, lifecycle, contacts, wallet, invoices with cost and markup, and the log of state changes, including steps that were only reported because enforcement is off.
  • Read the billing lifecycle MCP getOperatorBilling Read the billing lifecycle settings (the days before a late company is restricted, suspended, cancelled and purged, the card retry days, the trial length, the message end users read and whether enforcement is on), the billing provider's state, and every company's state with what it owes.
  • Run the billing timer MCP evaluateOperatorBilling Run the late-payment timer for one company or all: retry failed cards, add automatic top-ups, and decide whether each account moves a step.

Operator connector inventory

Staff-only reviewed package inventory. Mapping, live qualification, hosted installation and connected accounts are separate facts.

  • List operator connector inventory MCP listOperatorConnectorPackages Read reviewed connector mappings, versions and qualification in the staff Console.

Partners

Manage consented partner access to client companies.

  • Accept a partner invitation MCP acceptPartnerInvitation Accept a pending partner invitation as a client administrator.
  • Add a sub-company MCP createSubCompany Create a new company linked to this one as its canonical parent.
  • Add partner staff MCP invitePartnerStaff Add an existing active member of the partner company as partner staff.
  • Approve a client’s usage markup, display and service lines MCP updateClientUsageTerms
  • Approve a partner account MCP approvePartnerAccount
  • Assign staff to a client MCP assignPartnerStaff Assign active staff to a consented client.
  • Change a partner staff role MCP updatePartnerStaffRole
  • Create a partner account MCP createPartnerAccount Create a staff-approved partner account.
  • Export authorized child usage by person MCP exportPartnerOwnerUsage Export company-qualified saved-owner usage for exactly the child reports admitted by current partner administrator and Billing authority.
  • Export monthly client usage and margin MCP exportPartnerClientSummaries
  • Hand your sign-in to a company you can open API only createCompanyHandoff Make a one-time, 60-second hand-off for a company in your switcher, bound to that company's registered Studio address.
  • Invite a partner to a client MCP createPartnerInvitation Create a consent invitation from a partner to a client company.
  • List client assignments MCP listPartnerAssignments
  • List companies you can open MCP listMySwitchableCompanies List the open partner console and open clients you are currently assigned to, at their registered Studio addresses.
  • List partner clients MCP listPartnerClients List client companies linked to a partner.
  • List partner people in this company MCP listCompanyPartnerStaff Show assigned partner people with the partner marker, effective role permissions and client-owned exclusion revision.
  • List partner staff MCP listPartnerStaff
  • List partners with client access MCP listCompanyPartnerAccess Show client administrators which partners can act in this company.
  • Read a client’s agreed usage and support terms MCP getClientUsageTerms
  • Read monthly client usage and margin MCP listPartnerClientSummaries
  • Read this company’s usage at its partner’s prices MCP getCompanyUsageReport
  • Remove a client assignment MCP removePartnerAssignment
  • Remove a partner person from this company MCP removeCompanyPartnerStaff Record a durable client-owned exclusion for one partner person.
  • Remove partner staff MCP removePartnerStaff
  • Revoke partner access MCP revokePartnerAccess Revoke a partner's delegated access in the current client company.

Pricing

Set the markup the operator adds to measured cost, and see cost, markup and margin per company.

  • Confirm a markup change MCP confirmOperatorMarkupChange Confirm a markup change another member of staff proposed.
  • Export cost, markup and margin MCP exportOperatorPricingMargins Export each company's cost, markup, price and margin for a month as CSV.
  • Propose a markup change MCP proposeOperatorMarkupChange Propose a markup percentage for the default, a company or a partner, from a chosen date forward.
  • Read cost, markup and margin MCP getOperatorPricingMargins Read each company's measured cost, markup, price and margin for a month, priced with the markup in force when each unit was measured.
  • Read pricing MCP getOperatorPricing Read the default markup, each company's and partner's markup in force, every dated change and the lines that are off.
  • Set how a company sees its price MCP setOperatorCompanyPriceDisplay Choose whether a company's billing shows cost and markup separately (itemised) or only its price (combined).
  • Withdraw a markup change MCP withdrawOperatorMarkupChange Withdraw a markup change that is still waiting for confirmation.

Remote agent receivers

Manage receiver metadata and one-time signing keys. Remote publication dispatch is not started by receiver setup.

  • Create a remote agent receiver MCP createRemoteAgentReceiver Manage an immutable HTTPS receiver for one agent in the host-selected environment.
  • List remote agent receivers MCP listRemoteAgentReceivers List receiver metadata for this agent in the host-selected environment.
  • Queue a selected published version for a remote agent MCP publishRemoteAgentVersion Queue selected immutable published root instructions, bound skills and approved checked-upload knowledge for an active receiver.
  • Read a remote agent receiver MCP getRemoteAgentReceiver Manage an immutable HTTPS receiver for one agent in the host-selected environment.
  • Read remote agent publication delivery MCP getRemoteAgentDelivery Read durable publication delivery metadata for a receiver in the host-selected environment.
  • Read saved remote publication selection MCP getRemoteAgentPublicationSettings Read the host-environment saved receiver and explicit section/skill IDs and knowledge-document references for direct ordinary Publish.
  • Refresh a remote agent checkpoint MCP refreshRemoteAgentCheckpoint Explicitly refresh signed checkpoint evidence for the current selected publication.
  • Retry a failed remote publication MCP retryRemoteAgentDelivery Requeue the exact failed plan for one additional attempt, with ten lifetime attempts maximum.
  • Revoke a remote agent receiver MCP revokeRemoteAgentReceiver Manage an immutable HTTPS receiver for one agent in the host-selected environment.
  • Rotate a remote receiver signing key MCP rotateRemoteAgentReceiver Manage an immutable HTTPS receiver for one agent in the host-selected environment.
  • Save remote publication selection MCP updateRemoteAgentPublicationSettings Save explicit receiver, section/skill IDs and knowledge-document references for direct ordinary Publish in dev.

Tools, knowledge and workflow authoring

Configure reusable skills, tools, connections, knowledge, storage, workflows and reports.

  • Add a starter skill MCP installSkillTemplate Adds one starter skill to the company as a new, ordinary skill: its name, description, instructions and three examples of a good answer are the company's to edit from then on.
  • Adds a connection to another MCP server MCP createRemoteMcpConnection Adds a connection to another MCP server at an https address.
  • Adds a source to a knowledge base MCP createKnowledgeSource
  • Adds a storage connection MCP createStorageConnection
  • Adds a webhook to a workflow MCP createPipelineWebhook
  • Adds something that starts a workflow MCP createPipelineTrigger
  • Archive a workflow MCP archivePipeline Archive a workflow you no longer use.
  • Cancel report schedule MCP cancelReportSchedule
  • Changes a company skill's draft MCP updateCompanySkill
  • Changes a company tool MCP updateCompanyTool
  • Changes a connection to another MCP server MCP updateRemoteMcpConnection
  • Changes a file store MCP updateFileStore
  • Changes a knowledge base MCP updateKnowledgeBase
  • Changes a knowledge source MCP updateKnowledgeSource
  • Changes a storage connection MCP updateStorageConnection
  • Changes a workflow webhook MCP updatePipelineWebhook
  • Changes the company's settings for the get file tool MCP updateGetFileSettings
  • Changes the company's settings for the list files tool MCP updateListFilesSettings
  • Changes the company's settings for the save file tool MCP updateSaveFileSettings
  • Changes the skills an agent uses and when it uses them MCP updateAgentSkills
  • Changes which tools a message key may use MCP updateMessageKeyToolGrants
  • Check a skill's wording MCP checkCompanySkill Runs the skill checks over a draft: a clear name, a description that says what the skill does and when to use it, a sensible length, no stale dates, one word for one thing, one way to do it, an example of a good answer, no keys or passwords, and no files the agent cannot open.
  • Check twilio connection MCP checkTwilioConnection
  • Checks that a storage connection works MCP checkStorageConnection
  • Connect connector preset MCP connectConnectorPreset
  • Create falcon code repository MCP createFalconCodeRepository
  • Create report schedule MCP createReportSchedule
  • Create send grid connection MCP createSendGridConnection
  • Create twilio connection MCP createTwilioConnection
  • Creates a company skill MCP createCompanySkill
  • Creates a file store MCP createFileStore
  • Creates a knowledge base MCP createKnowledgeBase
  • Creates a new company skill and adds it to an agent in one step MCP createAndBindAgentSkill
  • Defines a new company tool MCP createCompanyTool
  • Delete a company skill MCP deleteCompanySkill Delete a skill from the company library.
  • Delete a knowledge base MCP deleteKnowledgeBase Delete a knowledge base with its documents and search index.
  • Delete a workflow MCP deletePipeline Delete a workflow for good.
  • Delete selected unused workflow drafts MCP deleteUnusedPipelineDrafts Atomically remove one to twenty selected never-published workflow drafts with no runs.
  • Disconnect remote connector MCP disconnectRemoteConnector
  • Export report MCP exportReport
  • Get agent daily cost cap MCP getAgentDailyCostCap
  • Get agent skill derivation MCP getAgentSkillDerivation
  • Get cost report MCP getCostReport
  • Get report schedules MCP getReportSchedules
  • Get workflow event example MCP getPipelineEventExample
  • Get workflow raise example MCP getPipelineRaiseExample
  • Get workflow report MCP getPipelineReport
  • Get workflow version MCP getPipelineVersion
  • List knowledge base choices MCP listKnowledgeBaseChoices
  • List the starter skills a company can add MCP listSkillTemplates Lists the 14 starter skills, each with what it does, when it is used, the category it is filed under and how many examples of a good answer it carries.
  • List workflows available to run now MCP listRunNowWorkflows Read names and manual-start buttons from installed Dev versions using current manual-start grants.
  • Lists a workflow's webhooks MCP listPipelineWebhooks
  • Lists the company's skills MCP listCompanySkills
  • Lists the company's workflows MCP listPipelines
  • Lists the knowledge bases a connection can reach, so you can add them MCP discoverKnowledgeBases
  • Lists the tools and knowledge searches you can add to an agent MCP listToolCatalog
  • Lists what starts a workflow MCP listPipelineTriggers
  • Makes a copy of a company skill MCP duplicateCompanySkill
  • Moves a company tool through review and release: submit it for review, approve it, publish it or retire it MCP actOnTool
  • Publishes a skill's draft as a new version MCP publishCompanySkill
  • Put tool webhook signing MCP putToolWebhookSigning
  • Put twilio connection MCP putTwilioConnection
  • Reads a skill's published versions and whether its draft is ready to publish MCP getCompanySkillPublication
  • Reads one company skill MCP getCompanySkill
  • Refresh the connected-app catalogue MCP refreshToolCatalog Refresh reviewed connected-app metadata for the current company.
  • Reschedule workflow run MCP reschedulePipelineRun
  • Resolve tool ui action MCP resolveToolUiAction
  • Restore an archived workflow to a draft MCP unarchivePipeline Restore an archived workflow to an unpublished draft.
  • Restores an older workflow version as the draft. To change Live, make an older version live instead MCP rollbackPipeline Restores an older workflow version as the draft.
  • Retry workflow run MCP retryPipelineRun
  • Runnow workflow run MCP runnowPipelineRun
  • Runs a test call of a company tool. Repeat the same call with the same idempotency key to read its result MCP testCompanyTool Runs a test call of a company tool.
  • Select connector tools MCP selectConnectorTools
  • Shows the tool a workflow's agents use to report the exceptions the workflow declares MCP getPipelineExceptionTool
  • Starts syncing a knowledge base from its sources MCP startKnowledgeSync
  • Stop a workflow run MCP cancelPipelineRun Stop a run of this workflow.
  • Test knowledge search MCP testKnowledgeSearch
  • Test send grid connection MCP testSendGridConnection
  • Test workflow MCP testPipeline
  • Unpublish a workflow MCP unpublishPipeline Stop new starts and return an editable unpublished draft.
  • Update agent skill derivation MCP updateAgentSkillDerivation
  • Update company messaging rules MCP updateCompanyMessagingRules
  • Update company webhook endpoint MCP updateCompanyWebhookEndpoint
  • Update falcon code repository MCP updateFalconCodeRepository
  • Update report schedule MCP updateReportSchedule
  • Update send grid connection MCP updateSendGridConnection
  • Update step tool settings MCP updateStepToolSettings
  • Update tool implementation choice MCP updateToolImplementationChoice
  • Update tool sign-in MCP updateToolSignIn Enroll an advanced own-account bearer-token or API-key reference, with optional additional header references, on a fresh tool connection, or retire its existing enrollment with kind none.

Run label index

Make run labels kept before the label index existed findable in a workflow's run search, from the operator console.

  • Index older run labels MCP backfillOperatorRunLabelIndex Index one company's run labels that were kept before the label index existed, so run search finds them.

Service callbacks and client transport

Receive authenticated callbacks and exchange conversation and workflow data.

  • Accept a signed guest invitation API only acceptPublicGuestInvitation Accept a single-use signed invitation proof without Studio sign-in.
  • Accept a signed tool event API only acceptToolCallEvent Message-key grants default empty.
  • Add an agenda item from a company server API only addPersonAgenda Not available yet.
  • Follow a run's events API only getRunStreamEvents Read one run's events as server-sent events with its stream token in the Authorization header.
  • Get a reply stream ticket API only createClientStreamTicket Exchange the session Bearer, sent in the Authorization header, for a ticket that opens this session's reply stream once.
  • List a person’s agenda MCP listPersonAgenda Read the agenda items for the referenced person under current conversation-read permission.
  • Mint a stream token for a run API only mintRunStreamToken Mint a fresh read-only stream token for a run this API way in started, for example after the first one expired.
  • Prepare a conversation upload API only createClientUpload Synthetic client exchange.
  • Raise a signed workflow exception API only raisePipelineException Not available yet.
  • Read a private company theme PNG MCP getCompanyThemeAsset Read an authorized company theme asset as PNG bytes.
  • Read a streamed run's final text API only getRunResult Read the screened final text of a run that streams, with the API way in's server key or the run's stream token.
  • Read a voice session API only getVoiceSession Read a voice session started with this client session Bearer: whether it is ready, live or ended, why it ended, its length limit and the seconds used so far.
  • Read a workflow run by its server reference MCP fetchPipelineRun Read a workflow run within the caller’s permitted scope.
  • Read conversation events API only getClientEvents Deprecated: the session value in this path can reach load balancer and CDN access logs.
  • Read the reply stream with a ticket API only getClientStream Read a client session's replies as server-sent events, opened with a ticket from createClientStreamTicket.
  • Receive a tool completion callback API only receiveToolWebhookCallback Bound to tenant, waiting call/version and output schema.
  • Start talking in a chat session API only startVoiceSession Start voice in the conversation a client session Bearer names: the public widget, a public link, or a session your own server exchanged for a person with its message key.
  • Stop a run with its stream token or server key API only stopRunByStreamToken Ask the run this stream token belongs to (or that this API way in's server key started) to stop.
  • Stop talking API only endVoiceSession End a voice session started with this client session Bearer.
  • Upload conversation content API only putClientUpload Synthetic client exchange.

Skill sections

Canonical skill permission rows and their saved draft fields. Metadata does not grant access.

  • List canonical skill sections MCP listCompanySkillSections Return stable section ids, display names and the CompanySkillWrite fields in each section.

Company Slack app creation

Explicit administrator setup with a temporary configuration token.

  • Create the company Slack app MCP createCompanySlackApp Creates an app from saved company display settings and checked callback URLs using a temporary configuration token, then sets the bundled square icon from the company-hosted static asset.

Company Slack setup

Create a company-owned app, check its bot token and preview or explicitly send a test message.

  • Check the company app bot token MCP checkCompanySlackConnection Checks the bot token with auth.test and bots.info and replaces an encrypted setup candidate in the current company and environment.
  • Connect the company Slack app MCP connectCompanySlack Checks a bot token using auth.test and bots.info, then atomically stores a company-owned encrypted native connection and fills Slack settings from the observation.
  • Discard the staged company app credentials MCP discardCompanySlackSetupCandidate Erases the encrypted setup candidate after checking the current settings revision and candidate generation.
  • Enroll the company Slack personas MCP putCompanySlackPersonaEnrollment Explicitly replaces the complete enrolled roster using exact saved way-in revisions and the current native installation, signed-event evidence and bot scopes.
  • List the company Slack app connection MCP listCompanySlackNativeConnections Returns at most one current company-native Slack connection with historical checked workspace and app details, without decrypting credentials.
  • Preview or send a company app test message MCP sendCompanySlackTestMessage In Test mode returns a local preview without provider calls.
  • Read company app setup status MCP getCompanySlackSetupStatus Reads setup metadata in this company and environment.
  • Read the company app manifest MCP getCompanySlackAppManifest Returns a Slack app creation manifest with a neutral default name.
  • Read the saved Slack persona roster MCP getCompanySlackPersonaEnrollment Reads the saved enrollment revision and roster for the selected native company app.
  • Search the company Slack directory MCP searchCompanySlackDirectory Lists one provider page visible to the selected company app, filtered by name or id.

Provisioned Slack ways in

Read and edit company-owned Slack ways in, including explicit app mode and paused persona configuration.

  • Change a provisioned Slack way in MCP updatePipelineSlackWayIn Changes a saved Slack way in using its quoted If-Match revision.
  • Create a Slack way in with defaults MCP createPipelineSlackWayIn Creates a shared-app Slack way in from the workflow name, with a unique slug keyword (collisions and reserved words gain -2, -3, and so on), any channel and keyword-directed DMs.
  • List provisioned Slack ways in MCP listPipelineSlackWaysIn Lists provisioned Slack ways in with current mode, optional handle, persona draft and read-only company-settings binding; legacy modes read as separate_app.
  • Undo a newly added Slack way in MCP undoPipelineSlackWayIn Removes an unchanged way in created with defaults within ten seconds.

Storage ways in

Company-scoped dev workflow storage configuration.

  • List storage way in uses MCP listStorageWayInUses Lists current workflow storage configurations that reference this company folder.
  • Read storage ways in MCP getStorageWaysIn Reads storage-way-in configuration and its revision.
  • Save storage ways in MCP updateStorageWaysIn Stores the complete storage-way-in configuration with optimistic concurrency.

Storage

Inspect file stores, storage configuration and file-tool examples.

  • List file expiry folders MCP listExpiryFolders Inspect configured expiry folders and retention rules.
  • List file stores MCP listFileStore List the company's file stores and their connection assignments.
  • List storage connections MCP listStorageConnection List configured storage connections and their readiness.
  • Read a file move job MCP getFileMoveJob Inspect an existing file move job's progress.
  • Read a file store MCP getFileStore Read a file store's location, settings and revision.
  • Read a file-listing example MCP getListFilesExample Inspect example file-listing arguments and results.
  • Read a file-reading example MCP getReadFileExample Inspect example file-reading arguments and results.
  • Read a save-file example MCP getSaveFileExample Inspect example save-file arguments and results.
  • Read a storage connection MCP getStorageConnection Inspect a storage connection's configuration and security status.
  • Read a storage policy MCP getStoragePolicy Read the required storage policy for a selected connection.
  • Read get-file tool settings MCP getGetFileSettings Inspect the get-file tool's configured access and defaults.
  • Read list-files tool settings MCP getListFilesSettings Inspect the list-files tool's configured scope and defaults.
  • Read save-file tool settings MCP getSaveFileSettings Inspect destination and file-handling settings.

Stored keys

Company-owned write-only HTTP keys, scoped to workflows and environments.

  • Create a stored key MCP createStoredKey
  • List stored key names MCP listStoredKeys
  • Remove a stored key MCP removeStoredKey
  • Update or rotate a stored key MCP updateStoredKey

Studio address and custom domain

Each company has one Studio address. Read it, ask to move it to a domain the company owns, prove the domain with a DNS record, and remove the domain again.

  • Ask to move Studio to a custom domain MCP setCompanyStudioDomain Name a domain the company owns for its Studio and get the TXT record that proves it.
  • Check the custom domain's DNS record MCP checkCompanyStudioDomain Look for the TXT record now.
  • Read the company's Studio address MCP getCompanyStudioAddress Read where the company's Studio answers, and any custom domain it is moving to with the DNS records still needed.
  • Remove the custom domain MCP removeCompanyStudioDomain Drop a custom domain request, or stop using a custom domain in use; the company's Studio then answers at its subdomain again and people sign in there.

Speak a request to Ask Studio

A microphone in Ask Studio turns what a person says into text they read and change before they send it. Nothing is sent from the recording.

  • Turn a spoken request into text API only dictateStudioAssistantRequest Send a short recording (a WAV file, up to the stated length) and get back what was said as text.
  • Whether the microphone in Ask Studio is available API only getStudioAssistantDictation Say whether speaking a request is switched on here, and the longest recording that is turned into words.

Ask Studio conversation history

Find and manage your own private conversations.

  • Deletes your Ask Studio conversation MCP deleteStudioAssistantSession
  • Lists your Ask Studio conversations MCP listStudioAssistantSessions
  • Renames your Ask Studio conversation MCP updateStudioAssistantSessionTitle

Ask Studio and MCP usage

See what Ask Studio and connected MCP clients cost this month, per person, per client and per operation, and set the company's monthly caps and kill switch.

  • Change Ask Studio and MCP limits MCP updateStudioUsageLimits Set each person's and each connected client's monthly cap for Ask Studio and MCP calls, or turn the kill switch on or off.
  • Create a background usage export MCP createOwnerUsageExportJob Create an immutable background Excel or CSV export of the usage you may currently see, with the same company/self, current-team, date, model and resource filters as the usage report.
  • Download a verified usage export chunk MCP getOwnerUsageExportChunk Read only an existing export created for you in the current company.
  • Export usage by saved owner MCP exportOwnerUsage Export measured saved-owner usage as Excel or CSV with the same company/self, month, model and paired UTC date filters as the report.
  • Read Studio and owner-attributed usage MCP getStudioUsage Read the month's Studio assistant and MCP lines plus measured usage by saved owner in the caller's company or self scope.
  • Read your saved usage export status MCP getOwnerUsageExportJob Read only an existing export created for you in the current company.

Switchboard rule previews

Test deterministic route rules against supplied samples.

  • Preview Switchboard rules MCP previewSwitchboardRoutes Evaluate supplied unsaved Switchboard rules at a current saved workflow step against a bounded caller-supplied sample.

The Switchboard step

A workflow step that sends each item down the right path by one typed question, decided from data already in the run. It asks nobody anything. The question is yes or no, pick one from a closed list, or a score with bands, written by the company's authors. Its examples are run through the question, and a workflow with a Switchboard cannot be published until every example lands on the route it was written for.

  • Read how each Switchboard step's examples did MCP getSwitchboardEvaluations For every Switchboard step in a workflow's draft: whether its examples have been run, whether they passed for the question as it stands now, and which examples went to a different route.
  • Run a Switchboard step's examples MCP evaluateSwitchboard Run every example of one Switchboard step through its question and record whether each landed on the route it was written for.

Task lists

Read generic company task lists and task history. Hosted reads require task erasure and company-closure jobs.

  • Continue a task after an Agenda outcome MCP continueListTaskWait Apply an already saved Agenda answer or configured stuck outcome to its exact waiting task.
  • Create a task MCP createListTask Create a list or task with a server-generated identifier and revision 1.
  • Create a task list MCP createTaskList Create a list or task with a server-generated identifier and revision 1.
  • Create starter task lists MCP ensureTaskListStarters Explicitly create Employee tasks and Coding tasks once.
  • Delete a task MCP deleteListTask Delete at the quoted current If-Match revision without a body.
  • Delete an empty task list MCP deleteTaskList Delete at the quoted current If-Match revision without a body.
  • List task lists MCP listTaskLists Read current task-list data in the host-selected company and environment.
  • List tasks in a task list MCP listListTasks Read current task-list data in the host-selected company and environment.
  • Read a task MCP getListTask Read a task and its latest saved Agenda answer, when present.
  • Read a task list MCP getTaskList Read current task-list data in the host-selected company and environment.
  • Read task history MCP listListTaskHistory Read current task-list data in the host-selected company and environment.
  • Update a task MCP updateListTask Replace the list definition or task fields at the quoted current revision.
  • Update a task list MCP updateTaskList Replace the list definition or task fields at the quoted current revision.
  • Wait on a person for a task MCP waitOnListTask Admit an Agenda question and move a task to Waiting atomically.

Team directory

Sync the Team list from the company's own directory: Microsoft Entra ID, Google Workspace or a SCIM provider.

  • Connect a team directory MCP connectTeamDirectory Connects the company's own directory: Microsoft Entra ID or Google Workspace after an admin grants read-only consent, or a SCIM provider that pushes changes.
  • Disconnect the team directory MCP disconnectTeamDirectory Disconnects the directory and stops its SCIM token.
  • List people from the team directory MCP listTeamDirectoryPeople Lists everyone the directory brought, former people included, with their status, groups, job title and manager, which directory they came from, whether they still sync, and what was paused when they were suspended or removed.
  • Read the team directory MCP getTeamDirectory Reads the company's connected work directory: which one, when it last synced, how many people are active, suspended or former, the SCIM address (the token is never shown again), whether scheduled sync runs, and recent notices about people who were suspended or removed.
  • Replace the SCIM token MCP rotateTeamDirectoryToken Makes a new SCIM token, shown only this once, and stops the old one at once.
  • Sync the team directory now MCP syncTeamDirectory Reads changes from Microsoft Entra ID or Google Workspace now.

Microsoft Teams

Connect Microsoft Teams as a company channel. Studio stores the app id, directory id, and bot id, and checks each incoming message before anything else. Studio does not create the Teams app and does not store its secret.

  • Read the company's Teams channel MCP getCompanyTeamsChannel Read whether Microsoft Teams is not set up, ready to receive, or paused, the saved app id, directory id, and bot id, the messaging address, and the setup steps.
  • Save the company's Teams channel MCP updateCompanyTeamsChannel Save the app id, directory id, and bot id together, and whether receiving is on.

Register template versions

Bind update notes to immutable agent publications in the template owner company.

  • Read registered template version metadata MCP getAgentTemplateVersion Company administrator with current agent read access.
  • Register an immutable agent publication as a template version MCP registerAgentTemplateVersion Company administrator with current agent read access and Publish permission.
  • Withdraw a registered template version MCP withdrawAgentTemplateVersion Record irreversible owner-side withdrawal with a reason.

Tools

Inspect tool definitions, safeguards, task progress and integration examples.

  • Ask one question across GitHub files MCP askGithubFiles Ask one registered question over bounded GitHub file items at an immutable commit.
  • Find relevant github files MCP findRelevantGithubFiles Rank relevant files in a connected GitHub repository at an immutable commit without returning repository content.
  • List built-in tool definitions MCP listBuiltInToolDefinitions Inspect the built-in tool kinds and their configuration fields.
  • List company tools MCP listCompanyTool List tool definitions, safeguards and publication state.
  • List connected code repositories MCP listFalconCodeRepository List the connected repositories available for code tools.
  • List remote mcp connections MCP listRemoteMcpConnections List configured remote MCP connections and their status.
  • List tool implementation choices MCP listToolImplementationChoices Compare the available backend kinds.
  • List tool interface action kinds MCP listToolUiActionKinds Inspect the supported interface action kinds.
  • Read a background task MCP getBackgroundTask Read an existing task's progress and result using its task identifier.
  • Read a background task event example MCP getBackgroundTaskEventExample Inspect a task progress event's shape.
  • Read a company tool MCP getCompanyTool Read a tool's input and output shapes, backend, safeguards and current revision.
  • Read a connected code repository MCP getFalconCodeRepository Inspect a connected repository's configuration and state.
  • Read a recorded tool call MCP getToolCallRecord Read the status and permitted result of an existing tool call using its call identifier.
  • Read a remote MCP connection MCP getRemoteMcpConnection Read a configured remote MCP connection and its status.
  • Read a tool completion event example MCP getToolEventBridgeCompletionExample Inspect the completion event format for a tool that finishes asynchronously.
  • Read a tool interface action example MCP getToolUiActionExample Read an example of a tool result that requests an interface action.
  • Read a tool webhook callback example MCP getToolWebhookCallbackExample Inspect the callback shape used to complete a deferred tool call.
  • Read a tool webhook request example MCP getToolWebhookRequestExample Inspect the request shape a tool webhook receives.
  • Read a tool's sign-in requirements MCP getToolSignIn Read tool credential enrollment status and bounded current draft connection users without returning references or values.
  • Read agenda tool settings MCP getAgendaSettings Inspect the agenda tool's configured defaults.
  • Read an agenda event example MCP getAgendaEventExample Inspect the declared agenda event shape.
  • Read background task limits MCP getBackgroundTaskLimits Inspect the configured task limits.
  • Read email shared-sender reply settings MCP getEmailMessagingSettings Read Send email settings, including what to do when a reply could be for more than one open conversation.
  • Read Slack shared-sender reply settings MCP getSlackMessagingSettings Read Slack sender settings, including what to do when a reply could be for more than one open conversation.
  • Read Telegram shared-sender reply settings MCP getTelegramMessagingSettings Read Telegram sender settings, including what to do when a reply could be for more than one open conversation.
  • Read text shared-sender reply settings MCP getTextMessagingSettings Read text sender settings, including what to do when a reply could be for more than one open conversation.
  • Read tool call examples MCP getToolCallExamples Read example arguments and results to understand a tool's declared interface.
  • Read tool editing options MCP getCompanyToolOptions Read icon choices and current safeguard authority.
  • Read tool publication state MCP getToolPublication Inspect the saved tool versions and their publication state.
  • Read tool webhook signing status MCP getToolWebhookSigning Read webhook signing configuration and key status.
  • Read WhatsApp shared-sender reply settings MCP getWhatsappMessagingSettings Read WhatsApp sender settings, including what to do when a reply could be for more than one open conversation.
  • Set email shared-sender reply settings MCP putEmailMessagingSettings Save Send email settings for replies that could be for more than one open conversation.
  • Set Slack shared-sender reply settings MCP putSlackMessagingSettings Save the Slack sender setting for replies that could be for more than one open conversation.
  • Set Telegram shared-sender reply settings MCP putTelegramMessagingSettings Save the Telegram sender setting for replies that could be for more than one open conversation.
  • Set text shared-sender reply settings MCP putTextMessagingSettings Save the text sender setting for replies that could be for more than one open conversation, including the seven-day recent window.
  • Set WhatsApp shared-sender reply settings MCP putWhatsappMessagingSettings Save the WhatsApp sender setting for replies that could be for more than one open conversation.

Trusted work domains

Company-owned DNS proof for member sign-in, independent of seats and Studio addresses.

  • Add a trusted work domain MCP addCompanyTrustedDomain Get the independent DNS TXT record for a work domain.
  • Block one company member MCP blockCompanyMemberActor Stop current member access for one known actor, without deleting its identity or memory.
  • Cancel a removed member’s scheduled memory erasure MCP cancelCompanyMemberActorMemoryErasure Cancel only the exact pending schedule before its undo deadline and before any worker attempt.
  • Change a trusted domain MCP updateCompanyTrustedDomain Set permitted sign-in methods, exact Microsoft tenant, member access, plus-address handling and the default visibility, or pause the domain.
  • Check a work domain proof MCP checkCompanyTrustedDomain Look for the exact TXT proof outside the database lock, then admit it with the current revision and authority.
  • End all member sessions for one person MCP endCompanyMemberActorSessions End all existing company member bearers for one retained actor across assistants, environments and sites.
  • Erase a removed member’s memory now MCP eraseCompanyMemberActorMemory Explicitly queue immediate person-memory erasure for a terminally removed member.
  • List retained company members MCP listCompanyMemberActors Read retained company member records under current manager authority.
  • List trusted work domains MCP listCompanyTrustedDomains Read the company's work domains and proof state.
  • Read a member spend ceiling MCP getCompanyMemberSpendPolicy Read the company ceiling, optional member override and effective ceiling.
  • Read a retained company member MCP getCompanyMemberActor Read one retained member under current company management authority.
  • Reapprove one retained member MCP reapproveCompanyMemberActor Explicitly reapprove one frozen or older-epoch retained member against the expected current domain epoch.
  • Remove a trusted domain MCP removeCompanyTrustedDomain End this domain's trust and release its exclusive claim.
  • Remove one company member MCP removeCompanyMemberActor Permanently stop member access for one retained actor.
  • Schedule a removed member’s memory erasure MCP scheduleCompanyMemberActorMemoryErasure Queue durable person-memory erasure after an administrator-chosen 1–30 day undo window.
  • Set or reset a member spend ceiling MCP updateCompanyMemberSpendPolicy Conditionally set a retained member ceiling, or send null to follow the current company default.
  • Set or shorten a member access deadline MCP expireCompanyMemberActor Set or shorten one retained member access deadline.
  • Unblock one company member MCP unblockCompanyMemberActor Restore a blocked member only while its existing domain, epoch, address rules and expiry remain valid.

Way-in chains

The steps that run one after another on a way in before any agent: lookups, split, map, identity, gates and who answers.

  • Default way-in chains MCP listWayInChainDefaults Lists the chain each kind of way in starts with, and the chain limits.
  • Read a way in's chain MCP getWayInChain Reads the chain on one way in of a workflow (web chat, email, phone, Slack, app poller, or a start by its id), with its warnings and optional value-free last_test_data.
  • Read a workflow start's chain MCP getPipelineTriggerChain Reads the chain on one of a workflow's starts (schedule, webhook, event, app, run by hand), with its warnings.
  • Save a way in's chain MCP updateWayInChain Replaces the chain on one way in.
  • Save a workflow start's chain MCP updatePipelineTriggerChain Replaces the chain on one workflow start, with the same rules as a way in's chain.
  • Try a way-in chain on a sample MCP sampleWayInChain Runs an unsaved chain on sample data and returns each step's output, the errors and warnings, and for a split the parent summary and one result per child item.

Web chat ways in

Put a workflow's chat on your website: its chat key, allowed websites and how the window looks.

  • Add a web chat to a workflow MCP createPipelineWebChat Adds a web chat way in.
  • Change a web chat MCP updatePipelineWebChat Changes a web chat way in's name, On/Paused state, allowed websites or window settings.
  • List a workflow's web chats MCP listPipelineWebChats Lists the web chat ways in on a workflow with their chat keys, allowed websites, window settings and observed accepted-message activity.
  • Remove a web chat MCP deletePipelineWebChat Removes a web chat way in.
  • Try a web chat MCP startPipelineWebChatTrial Opens a 15-minute trial of a web chat way in from Studio.

After-agent deliveries

Saved End deliveries and their deterministic routing, running after the workflow finishes.

  • Read the after-agent deliveries graph MCP getDeliveriesGraph Reads the saved AfterAgent model, projecting End Call a URL steps from the canonical workflow.
  • Save the after-agent deliveries graph MCP updateDeliveriesGraph Saves the AfterAgent model under the quoted workflow revision.

Workflow exceptions

Saved exception graphs, named kinds and raised exception receipts.

  • Read exception kinds MCP getExceptionKinds Reads the workflow exception kind registry, with built-in kinds first.
  • Read raised exceptions MCP listExceptions Lists real durable workflow exception receipts newest first, including MCP way-in raises.
  • Read the Exceptions graph MCP getExceptionsGraph Reads the saved workflow Exceptions graph without dropping Studio node fields.
  • Save exception kinds MCP updateExceptionKinds Reads or replaces the workflow exception kind registry.
  • Save the Exceptions graph MCP updateExceptionsGraph Stores the workflow Exceptions graph without dropping Studio node fields.

Workflow Filter rule previews

Test a deterministic rule before authoring an executable Filter step.

  • Preview a workflow Filter rule MCP previewWorkflowFilter Evaluate an unsaved deterministic Filter rule against a caller-supplied scalar sample using the current saved workflow declarations.

Workflow folders

Company-shared one-level workflow folders, called categories in Studio.

  • Archive a workflow category MCP deleteWorkflowFolder Archive a workflow category, retaining its identity and all assigned workflows.
  • Create a workflow folder MCP createWorkflowFolder
  • List workflow folders MCP listWorkflowFolders
  • Move a workflow to a folder MCP moveWorkflowToFolder
  • Rename a workflow folder MCP renameWorkflowFolder

Workflow layouts

Where people moved cards on a workflow's node graphs: Ways in chains, Identity, Agent flow, Deliveries and Exceptions.

  • Read a graph's card positions MCP getPipelineCanvasLayout Reads where people moved cards on one of a workflow's node graphs.
  • Save a graph's card positions MCP updatePipelineCanvasLayout Replaces every moved card's position on one of a workflow's node graphs.

Workflow notifications

Notify is a tool-step preset that renders named run fields without a model call. Staff notifications are stored in the company inbox; qualified outbound channel bindings are separate.

  • Preview a notification template MCP previewWorkflowNotification Render a saved notification template against sample scalar run fields.
  • Read your notifications MCP listNotifications Read only the current active staff member’s inbox.
  • Send me a notification test MCP sendWorkflowNotificationTest Render sample fields and store a test in the current active staff member’s own in-app inbox.

Workflow publish checks

Check required setup choices on the saved workflow.

  • Check workflow for publishing MCP checkPipelineForPublishing Read required setup markers and missing agent/tool choices, planned placeholders and invalid filters on the current saved workflow, including side chains.

Workflow ways in

Read the saved ways into a workflow and open their existing chains.

  • List a workflow's ways in MCP listPipelineWaysIn List saved workflow starts, request maps, incoming email maps and web chats, with their canonical chain paths.

Workflows

Inspect settings saved on workflow steps and the values they inherit.

  • Adopt a Gmail reply draft agent MCP adoptGmailReplyDraftTemplate Create and publish a Dev reply draft workflow using an existing immutable agent publication containing only the reviewed draft instructions.
  • Create a call-recording-ready workflow starter MCP createCallRecordingStarter Create a workflow that starts when a call recording is ready, and make it Live.
  • Install the Gmail reply draft workflow MCP installGmailReplyDraftTemplate Install reviewed draft instructions on an unused root agent, publish its immutable Dev version and create the reply draft workflow.
  • Read effective workflow step tool settings MCP getStepEffectiveToolSettings Read a step's resolved tool settings and their sources.
  • Read workflow step tool settings MCP getStepToolSettings Read the settings saved directly on a workflow step.
  • Receive a finished call recording API only receiveCallRecording Receive a provider-signed finished recording notification for the transcript and report starter.