Actions for AI agents

AgencyZoom Tools

Updates the profile information (first name, last name, email, and optional phone) for the currently authenticated user in AgencyZoom; the provided email address must be unique within the system.

AgencyZoom Tools

Adds new comma-separated `tagNames` to a policy, requiring `tagNames` and identification by either `policyId` or `amsPolicyId`; if `amsPolicyId` is provided, `policyId` is ignored, and existing tags are not affected.

AgencyZoom Tools

Modifies an existing AgencyZoom task (which must be valid and identified by `taskId` in the path) with new attributes from the request body, which must also contain `taskId`.

AgencyZoom Tools

Logs a user into the AgencyZoom platform via Single Sign-On (SSO). Returns JWT on success or error details on authentication failure.

Agiled Tools

Tool to create a new expense in Agiled. Use after gathering expense details and authenticating with your API key.

Agiled Tools

Tool to create a new project in Agiled. Use when you have collected all project details and need to set up the project before assigning tasks. Example: "Create a new project named Website Redesign with start date 2023-09-01 and status in progress."

Agiled Tools

Tool to create a new task in Agiled. Use when you have all task details and want to add it to your project board. Example: "Create a task titled 'Draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."

Agiled Tools

Tool to create a new support ticket in Agiled. Use after gathering all required ticket details (subject, message, priority, user ID).

Agiled Tools

Tool to retrieve a list of all contacts. Use after configuring the API key to fetch contacts with optional pagination or search filters.

Agiled Tools

Tool to list currencies. Use when you need to fetch available currency options after authentication.

Agiled Tools

Tool to retrieve a list of all deals. Use after confirming your API key to list all deals for CRM reporting.

Agiled Tools

Tool to retrieve a list of all employees. Use when you need up-to-date employee directory from Agiled.

Agiled Tools

Tool to retrieve a list of all estimates. Use after configuring the API key to list estimates for reporting.

Agiled Tools

Tool to retrieve a list of all expenses. Use after authenticating with your Agiled API key to fetch all expense records.

Agiled Tools

Tool to retrieve a list of all invoices from Agiled. Use after obtaining valid API credentials.

Agiled Tools

Tool to retrieve a list of all products. Use when you need to display all available offerings.

Agiled Tools

Tool to retrieve a list of all project categories. Use when you need to fetch category options before creating or filtering projects after authentication.

Agiled Tools

Tool to retrieve a list of all projects. Use after obtaining the API token.

Agiled Tools

Tool to retrieve a list of all tasks. Use when you need to fetch all tasks across your account after authentication.

Agiled Tools

Tool to retrieve a list of all tickets. Use after obtaining API token when you need an overview of support or issue tickets.

Agiled Tools

Tool to retrieve timesheets for a project. Use when you have a valid project ID to fetch all its time logs.

Agiled Tools

Tool to retrieve a list of users from Agiled. Use when you need the full user directory for selection or validation.

Airtable Tools

Creates a new Airtable base with specified tables and fields within a workspace.