Organization context
Every tool (exceptlist_organizations) requires an org_id parameter — the UUID of the organization to operate on. Use list_organizations to discover your available organizations and their IDs.
When using Claude Desktop or Claude Code, Claude will include org_id automatically once it knows which organization you’re working with. You can tell Claude which org to use, or it will call list_organizations to find out.
Agents
list_agents
list_agents
List agents in the organization. Returns id, name, status, and model info.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
limit | integer | No | Max results (default 50, max 200) |
offset | integer | No | Pagination offset (default 0) |
- “List all my agents”
- “Show me which agents are active”
- “What models are my agents using?”
get_agent_config
get_agent_config
Get full configuration for an agent including linked knowledge, bookmarked documents, tools, and delegates.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
agent_id | string | Yes | UUID of the agent to inspect |
- “Show me the full config for my Support Agent”
- “What knowledge collections are linked to agent X?”
- “Which documents are bookmarked for my agent?”
create_agent
create_agent
Create a new agent in the organization.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
name | string | Yes | Agent name (max 255 chars) |
model_provider | string | Yes | LLM provider (use list_supported_models to see valid providers, e.g. “groq”, “openai”, “anthropic”) |
model_name | string | Yes | Model identifier (use list_supported_models with a provider to see IDs) |
internal_name | string | No | Internal identifier (max 255 chars) |
primary_task_description | string | No | Primary task description (max 15000 chars) |
business_information_override | string | No | Override org-level business info (max 10000 chars) |
languages | array | No | Language codes (default ["en-US"]) |
is_active | boolean | No | Whether agent is active (default true) |
- “Create a new agent called ‘Sales Bot’”
- “Set up a Spanish-language support agent”
- “Create an inactive agent named ‘Draft Agent’ for testing”
update_agent
update_agent
Update an existing agent’s configuration.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
agent_id | string | Yes | UUID of the agent to update |
name | string | No | New name (max 255 chars) |
internal_name | string | No | New internal identifier |
primary_task_description | string | No | New primary task description |
business_information_override | string | No | Override org-level business info |
model_provider | string | No | LLM provider (e.g. “groq”, “openai”) |
model_name | string | No | Model name |
temperature | number | No | Model temperature (0.0–2.0) |
languages | array | No | Language codes |
is_active | boolean | No | Whether agent is active |
- “Rename my Support Agent to ‘Help Desk’”
- “Change the model for agent X to GPT-4”
- “Disable agent X”
list_supported_models
list_supported_models
List LLM models available to this organization based on configured providers. Use this to discover valid
Example prompts
model_provider and model_name values for create_agent and update_agent.Without a provider filter, returns all providers with their default model. With a provider filter, returns all models for that provider.Parameters| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
provider | string | No | Provider to filter by (e.g. “groq”, “openai”). If omitted, returns all providers. |
- “What LLM providers are supported?”
- “Show me all models available for Groq”
- “What model is my agent using and what are the alternatives?”
Sessions
search_sessions
search_sessions
Search sessions in the organization. Filter by agent and test status.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
agent_id | string | No | Agent UUID to filter by |
is_test | boolean | No | Filter for test sessions only |
limit | integer | No | Max results (default 20, max 100) |
offset | integer | No | Pagination offset (default 0) |
- “Show me recent sessions for my Support Agent”
- “List the last 10 test sessions”
- “How many conversations has agent X had?”
get_session_transcript
get_session_transcript
Get the full event transcript for a session or specific run, including all messages, tool calls, and metrics.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
session_id | string | Yes | UUID of the session |
run_id | string | No | UUID of a specific run within the session |
max_runs | integer | No | Max number of runs to return (default 10, max 50) |
- “Show me the transcript for session X”
- “What tool calls did the agent make in that conversation?”
- “How many tokens did the last run use?”
Files
Manage knowledge collections, documents, and bookmarks. Documents are organized in collections, chunked and embedded for semantic search. Agents search files automatically via thesearch_knowledge tool.
search_knowledge
search_knowledge
Search published knowledge documents using semantic similarity (vector search).Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
query | string | Yes | Natural language search query |
agent_id | string | No | Agent UUID to scope search to that agent’s collections |
collection_id | string | No | Collection UUID to search within |
limit | integer | No | Max results (default 5, max 20) |
- “Search my files for return policy information”
- “What documents mention pricing?”
- “Find knowledge related to onboarding in the Support Agent’s collections”
list_collections
list_collections
List knowledge collections in the organization.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
limit | integer | No | Max results (default 50, max 200) |
offset | integer | No | Pagination offset (default 0) |
- “What collections do I have?”
- “List all my collections”
create_collection
create_collection
Create a new knowledge collection.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
name | string | Yes | Collection name |
description | string | No | Collection description |
- “Create a collection called ‘Product Docs’”
- “Add a new collection for FAQ documents”
delete_collection
delete_collection
Delete a knowledge collection and all its documents.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
collection_id | string | Yes | UUID of the collection to delete |
- “Delete the old FAQ collection”
- “Remove collection X”
list_documents
list_documents
List documents in a knowledge collection. Returns document metadata including processing status and bookmark mode.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
collection_id | string | Yes | UUID of the collection |
limit | integer | No | Max results (default 50, max 200) |
offset | integer | No | Pagination offset (default 0) |
- “Show me the documents in collection X”
- “What files are in my FAQ collection?”
- “List documents with their processing status”
create_document
create_document
Create a text document in a knowledge collection. The document will be automatically chunked and embedded.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
collection_id | string | Yes | UUID of the collection |
title | string | Yes | Document title |
content | string | Yes | Text content (max 1MB) |
language | string | No | Language code (e.g. “en-US”) |
- “Add a new document about our return policy to the FAQ collection”
- “Create a knowledge document with this content: …”
- “Upload this text as a Spanish-language document”
update_document
update_document
Update a knowledge document. When content is changed, the document is automatically re-processed (re-chunked and re-embedded).Uses JSON Merge Patch format — only include fields you want to change.Supported fields:
Example prompts
title, language, contentParameters| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
document_id | string | Yes | UUID of the document to modify |
patch | object | Yes | JSON Merge Patch with the changes |
- “Update the title of document X to ‘Returns FAQ’”
- “Replace the content of that document with this new version”
- “Change the language of document X to Spanish”
delete_document
delete_document
Delete a document from a collection.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
document_id | string | Yes | UUID of the document to delete |
- “Delete document X”
- “Remove the outdated policy document”
set_collection_agents
set_collection_agents
Restrict a collection to specific agents. Only the specified agents will be able to search documents in this collection.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
collection_id | string | Yes | UUID of the collection |
agent_ids | array | Yes | List of agent UUIDs that can access this collection |
- “Restrict the HR collection to only the HR Agent”
- “Give agents X and Y access to collection Z”
reset_collection_agents
reset_collection_agents
Reset a collection’s agent access so all agents can search it.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
collection_id | string | Yes | UUID of the collection |
- “Make collection X available to all agents”
- “Reset agent restrictions on the FAQ collection”
get_document_bookmark
get_document_bookmark
Get the bookmark status for a document, including which agents it’s bookmarked for and the usage description.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
document_id | string | Yes | UUID of the document |
- “Is document X bookmarked?”
- “Which agents is the return policy bookmarked for?”
set_document_bookmark
set_document_bookmark
Set the bookmark mode for a document. Bookmarked documents appear in the agent’s system prompt with their title and usage description.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
document_id | string | Yes | UUID of the document |
bookmark_mode | string | Yes | One of: “off”, “all_agents”, “specific_agents” |
agent_ids | array | No | Agent UUIDs (required when bookmark_mode is “specific_agents”) |
usage_description | string | No | Description of when/how the agent should use this document |
- “Bookmark the return policy for all agents”
- “Bookmark the escalation guide for the Support Agent only”
- “Remove the bookmark from document X”
Runtime
agent_chat
agent_chat
Send a message to an agent and get a response. The session is tagged as a test run.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
agent_id | string | Yes | UUID of the agent to invoke |
message | string | Yes | The user message to send |
session_id | string | No | Existing session UUID to continue a conversation |
- “Send ‘What are your hours?’ to my Support Agent”
- “Test my agent with a billing question”
- “Continue the test conversation in session X with a follow-up”
Scenarios
list_scenarios
list_scenarios
List evaluation scenarios in the organization. Supports tag filtering.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
limit | integer | No | Max results (default 50, max 200) |
offset | integer | No | Pagination offset (default 0) |
tags | array | No | Filter by tags (returns scenarios matching any tag) |
- “List all my test scenarios”
- “Show scenarios tagged ‘regression’”
- “How many scenarios do I have?”
create_scenario
create_scenario
Create a multi-turn evaluation scenario for testing an agent.Parameters
Turn formatEach turn object has:
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
name | string | Yes | Scenario name (max 255 chars) |
turns | array | Yes | List of turn objects (see Turn format below) |
description | string | No | Description of the scenario |
tags | array | No | List of tags for filtering |
customer_context | object | No | Context dict for template rendering (e.g. customer info) |
user_message(string, required) — the user’s message. Supports Jinja2 templates:{{ customer.name }}required(boolean, default true) — if true and the turn fails, subsequent turns are skippedcriteria(array, optional) — evaluation criteria, each with:criteria_type— one ofllm_evaluated(default),tool_usage,retrieval,retrieval_results,citationquestion— meaning depends on type: forllm_evaluateda yes/no question for the judge (e.g. “Did the agent offer a refund?”); fortool_usagethe exact tool name (e.g. “search_knowledge”); forretrievalspace-separated search terms; forretrieval_resultsexpected doc name/keywords; forcitationexpected source doc name or empty string for any citationorder_index(integer, default 0)few_shot_examples(array, optional,llm_evaluatedonly) — each withresponse,verdict(“PASS”/“FAIL”),critique
- “Create a test scenario that asks about returns then follows up about refund timing”
- “Build an evaluation scenario with 3 turns testing billing questions”
- “Create a scenario tagged ‘regression’ that tests the greeting flow”
update_scenario
update_scenario
Update an existing evaluation scenario. Only include the fields you want to change.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
scenario_id | string | Yes | UUID of the scenario to update |
name | string | No | New scenario name (max 255 chars) |
description | string | No | New description |
tags | array | No | New list of tags (replaces existing) |
customer_context | object | No | New context dict for template rendering |
turns | array | No | New list of turn objects (replaces existing turns). See create_scenario for turn format |
- “Rename scenario X to ‘Billing Regression’”
- “Add a tag ‘critical’ to scenario X”
- “Replace the turns in scenario X with these new ones”
run_scenario
run_scenario
Run a scenario against an agent and return detailed results. Executes each turn in sequence, evaluating criteria after each turn. If a required turn fails, subsequent turns are skipped.This is a synchronous call that blocks until the full scenario execution completes (all turns + evaluations). May take 30s+ for multi-turn scenarios with many criteria.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
scenario_id | string | Yes | UUID of the scenario to run |
agent_id | string | Yes | UUID of the agent to test |
- “Run the billing regression scenario against my Support Agent”
- “Test agent X with scenario Y and show me the results”
- “Execute all my regression scenarios against the new agent”
Triggers
list_triggers
list_triggers
List triggers in the organization.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
limit | integer | No | Max results (default 50, max 200) |
offset | integer | No | Pagination offset (default 0) |
- “List all my triggers”
- “Show me my triggers”
- “What triggers are configured?”
get_trigger
get_trigger
Get details of a trigger including its configuration.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
trigger_id | string | Yes | UUID of the trigger |
- “Show me the config for trigger X”
- “What agent is trigger X connected to?”
create_trigger
create_trigger
Create a trigger for an agent. Every trigger gets a webhook URL. Optionally add a cron schedule to also run on a timer.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
name | string | Yes | Trigger name (1–255 chars) |
agent_id | string | No | UUID of the agent to invoke (must be active in this org) |
message | string | No | Message to send to the agent when triggered |
cron_expression | string | No | Cron expression (5 fields). If provided, the trigger also runs on a schedule |
timezone | string | No | IANA timezone for scheduled evaluation (default UTC) |
- “Create a trigger that runs my agent every hour”
- “Set up a webhook trigger for agent X”
- “Create a daily trigger at 9am EST for the Support Agent”
update_trigger
update_trigger
Update an existing trigger’s configuration.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
trigger_id | string | Yes | UUID of the trigger to update |
name | string | No | New name (1–255 chars) |
status | string | No | New status: “active” or “inactive” |
agent_id | string | No | New agent UUID |
message | string | No | New message |
cron_expression | string | No | New cron expression (5 fields) |
timezone | string | No | New IANA timezone |
- “Disable trigger X”
- “Change the schedule for trigger X to every 30 minutes”
- “Update trigger X to point to a different agent”
list_trigger_runs
list_trigger_runs
List execution history (runs) for a trigger.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
trigger_id | string | Yes | UUID of the trigger |
limit | integer | No | Max results (default 50, max 200) |
offset | integer | No | Pagination offset (default 0) |
- “Show me the run history for trigger X”
- “Did trigger X run successfully?”
- “List recent trigger executions”
Domains
list_allowed_domains
list_allowed_domains
List the organization’s allowed domains for external fetches by agents. Returns header and query parameter templates with
Example prompts
{{SECRET_NAME}} placeholders intact (values are never resolved in responses).Parameters| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
limit | integer | No | Max results (default 100, max 500) |
offset | integer | No | Pagination offset (default 0) |
- “What domains are on the allowlist?”
- “Show me the allowed domains for this org”
- “Are there any external domains configured?”
create_domain
create_domain
Add a domain to the organization’s allowlist for external fetches by agents. Headers and query parameters are automatically injected into all HTTP requests to this domain at runtime.Use
Example prompts
{{SECRET_NAME}} placeholders to reference encrypted secrets (created via create_secret) — they are resolved at runtime so plaintext values are never stored in domain config.Parameters| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
domain | string | Yes | Domain name (e.g. “api.example.com”) |
headers | object | No | HTTP headers to auto-inject. Use {{SECRET_NAME}} to reference secrets (e.g. {"Authorization": "Bearer {{API_KEY}}"}) |
query_params | object | No | Query parameters to auto-inject. Use {{SECRET_NAME}} to reference secrets (e.g. {"api_key": "{{WEATHER_API_KEY}}"}) |
- “Add api.example.com to the domain allowlist”
- “Allow requests to crm.internal.com with an API key header”
update_domain
update_domain
Update an allowed domain’s headers or query parameters.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
domain_id | string | Yes | UUID of the domain to update |
headers | object | No | New HTTP headers dict (replaces existing). Use {{SECRET_NAME}} to reference secrets |
query_params | object | No | New query parameters dict (replaces existing). Use {{SECRET_NAME}} to reference secrets |
- “Update the API key header for domain X”
- “Add query params to the CRM domain”
delete_domain
delete_domain
Delete a domain from the organization’s allowlist. Agents will no longer be able to fetch from this domain.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
domain_id | string | Yes | UUID of the domain to delete |
- “Remove api.example.com from the allowlist”
- “Delete domain X”
Secrets
list_secrets
list_secrets
List secrets for the organization (metadata only, values never exposed). Secrets can be referenced in allowed domain headers and query parameters using the
Example prompts
{{SECRET_NAME}} template syntax.Parameters| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
limit | integer | No | Max results (default 100, max 500) |
offset | integer | No | Pagination offset (default 0) |
- “List my secrets”
- “Show the secrets configured for this org”
- “What secret keys are available?”
create_secret
create_secret
Create an encrypted secret for the organization. Once created, reference this secret in allowed domain headers or query parameters using
Example prompts
{{KEY}} syntax (e.g. create a secret with key API_KEY, then set a domain header to {"Authorization": "Bearer {{API_KEY}}"}). The secret value is resolved at runtime and never stored in plaintext in domain config.Parameters| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
key | string | Yes | Secret key in ALL_CAPS_UNDERSCORES format (for example OPENAI_API_KEY) |
value | string | Yes | Plaintext secret value to store |
- “Create a secret named
OPENAI_API_KEY” - “Store this Slack bot token as
SLACK_BOT_TOKEN” - “Add a secret for my webhook signing key”
MCP Servers
list_mcp_servers
list_mcp_servers
List MCP servers configured for the organization.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
limit | integer | No | Max results (default 50, max 200) |
offset | integer | No | Pagination offset (default 0) |
include_inactive | boolean | No | Include deactivated servers (default false) |
- “What MCP servers are configured?”
- “List all active MCP server connections”
get_mcp_server
get_mcp_server
Get details of an MCP server including its configuration.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
server_id | string | Yes | UUID of the MCP server |
- “Show me the config for MCP server X”
- “What URL is MCP server X pointing to?”
create_mcp_server
create_mcp_server
Register a new MCP server for the organization.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
name | string | Yes | Server name |
url | string | Yes | Server URL endpoint |
description | string | No | Description |
auth_type | string | No | Auth type: “bearer” or “header” |
auth_header_name | string | No | Custom header name (when auth_type is “header”) |
auth_token | string | No | Auth token (stored encrypted) |
tool_prefix | string | No | Prefix for tool names from this server |
timeout_seconds | integer | No | Connection timeout (default 30) |
is_active | boolean | No | Whether server is active (default true) |
- “Register a new MCP server at https://tools.example.com/mcp”
- “Add an MCP server with bearer token authentication”
update_mcp_server
update_mcp_server
Update an existing MCP server’s configuration.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
server_id | string | Yes | UUID of the server to update |
name | string | No | New server name |
url | string | No | New server URL |
description | string | No | New description |
auth_type | string | No | New auth type |
auth_header_name | string | No | New header name |
auth_token | string | No | New auth token |
tool_prefix | string | No | New tool prefix |
timeout_seconds | integer | No | New timeout |
is_active | boolean | No | Whether server is active |
clear_auth | boolean | No | Set to true to disable authentication (clears auth_type and auth_header_name) |
- “Update the URL for MCP server X”
- “Change the auth token for server X”
- “Disable MCP server X”
- “Remove authentication from MCP server X”
test_mcp_server
test_mcp_server
Test connectivity to an MCP server and discover its available tools.Parameters
Example prompts
| Name | Type | Required | Description |
|---|---|---|---|
org_id | string | Yes | Organization UUID |
server_id | string | Yes | UUID of the MCP server to test |
- “Test the connection to MCP server X”
- “What tools does MCP server X provide?”
- “Check if server X is reachable”
Organization
list_organizations
list_organizations
List organizations accessible via the current token. Returns the organization id and name.Every other tool requires an
org_id parameter. Use this tool first to discover your organization ID, then pass it to subsequent tool calls.ParametersNone.Example prompts- “Which organizations can I access?”
- “List my orgs”
- “What’s my organization ID?”
Permissions
Each tool requires a specific permission based on your role in the organization. If a tool call returns a permission error, ask your organization admin to update your role.| Tool | Required Permission |
|---|---|
list_agents, get_agent_config, list_supported_models | Agents: Read |
create_agent | Agents: Create |
update_agent | Agents: Update |
search_sessions, get_session_transcript | Agents: Read |
search_knowledge, list_collections, list_documents | Knowledge: Read |
create_collection, create_document | Knowledge: Create |
update_document, set_collection_agents, reset_collection_agents | Knowledge: Update |
delete_collection, delete_document | Knowledge: Delete |
get_document_bookmark, set_document_bookmark | Knowledge: Update |
agent_chat | Runtime: Invoke |
list_scenarios | Scenarios: Read |
create_scenario, update_scenario | Scenarios: Create / Update |
run_scenario | Scenarios: Execute |
list_triggers, get_trigger, list_trigger_runs | Triggers: Read |
create_trigger | Triggers: Create |
update_trigger | Triggers: Update |
list_allowed_domains | Organization: Read |
create_domain, update_domain, delete_domain | Organization: Update |
list_secrets | Organization: Read |
create_secret | Organization: Update |
list_mcp_servers, get_mcp_server, test_mcp_server | MCP Servers: Read |
create_mcp_server | MCP Servers: Create |
update_mcp_server | MCP Servers: Update |
list_organizations | (any valid token) |