TOOLS.00—AGENT TOOL CATALOGAI BUSINESS SITES

Every tool.Every agent.

A client asked us what tools their AI agent actually has. Good question — so instead of answering in a support thread, we published the whole catalog. Below is every tool on every agent, and the engineering that loads the right ones at the right moment.

381+

tools in the Team Assistant catalog

max tools bound per chat (top-K)

max tools bound on voice calls

always-on core tools

01—Three agents, one platform

Two of our agents face your customers. One faces you. Each gets a deliberately different toolset — matched to who it talks to and what it's allowed to do.

381

tools

AI Team Assistant

Talks to: You & your team

The internal agent with the full platform palette: CRM, projects, content, media, outreach, reviews, analytics, website edits, and more. Its catalog is the largest, which is exactly why it pioneered the tool-search system below.

Assistant chat inside your dashboard — plus email and scheduled tasks

About the AI Team Assistant

tools

AI FAQ Bot

Talks to: Your website visitors

The front-line chatbot: it answers from your knowledge base, captures leads, and can even take orders — with a deliberately small, visitor-safe toolset.

The chat bubble on every page of your website

About the AI FAQ Bot

tools

AI Voice Agent

Talks to: Your callers & site visitors

The voice agent talks with customers over the phone and in-browser: it answers questions, books appointments, takes orders, captures leads, and transfers to a human when needed.

Your phone line (AI Receptionist) and click-to-talk in the browser

About the AI Voice Agent

02—How tool search works

Only the right tools ride along.

The Team Assistant's catalog has grown past 380 tools — and binding every tool's JSON schema into the model on every request meant tens of thousands of tokens of schemas, measurably worse tool selection, and slower, pricier responses. The industry calls it tool bloat.

Our fix is retrieval-based tool loading — the same idea as RAG over documents, applied to tools. The full catalog lives in an index beside the agent; each conversation binds only the slice that's relevant:

Step 01

Gate first

Before anything is indexed, the catalog is built per client: plan, add-on, and tier gating decide which tools exist for your agents at all. A tool you haven’t subscribed to never enters the registry — retrieval can only ever surface tools you’re already entitled to.

Step 02

Index the catalog

Every tool’s name and description is embedded into a vector index — semantic search over the catalog itself. A keyword-based lexical fallback maps everyday words onto modules ("followers" → social tools, "where’s my technician" → field service) and takes over instantly if the embedding service is unavailable.

Step 03

Retrieve the top-K

When a conversation starts, the first message retrieves the most relevant tools — the top 35 for chat by default — and only those schemas are bound to the model, alongside a small always-on core (23 tools: conversation recall, knowledge base, wiki, skills, core CRM reads, and the approval queue).

Step 04

Expand mid-conversation

One special meta-tool — search_platform_tools — is always bound. When the conversation reaches an area the current tools don’t cover, the agent searches the full catalog and activates matching tools on the spot. Every tool stays callable the entire time; retrieval only decides which schemas the model can see.

Step 05

Keep the set stable

The bound tool set is seeded once per conversation and never reshuffled turn to turn, so the LLM provider’s prompt cache keeps hitting — no re-prefilling a ~26,000-token prompt at full price on every single turn. Latency and cost stay flat while the catalog keeps growing.

Voice is even tighter

On a voice call, every bound tool schema is prompt tokens that must be prefilled before the first spoken word — roughly 50ms of dead air each. So voice sessions cap retrieval at the top 12 and use the instant lexical index. The phone agent's native toolset is small enough that it binds in full, statically — it never needs the retrieval layer at all.

Fail-open, on purpose

Tool search is a context optimization, not an authorization boundary. Authorization happened upstream, at the gate. So if the retrieval index ever fails, the system safely falls back to binding the full, already-gated catalog — a paid client temporarily gets a bigger prompt, never a bigger permission set.

03—The full catalog

Every tool, named and explained.

This is the same idea the agents use — a searchable index over a big catalog. Type anything (“email”, “booking”, “reviews”) and the catalog filters as you type.

AI Team Assistant381 tools

Assistant chat inside your dashboard — plus email and scheduled tasks

CRM & Sales Pipeline

34 tools

Contacts, deals, pipelines, tasks, templates, and workflow analytics. Automation tools require the Automations add-on.

crm_list_contacts

List or search CRM contacts with names, emails, companies, sources, tags, and custom fields.

crm_get_contact

Get one contact’s details, including custom fields, tags, and recent activities.

crm_create_contact

Create a new contact record in the CRM.

crm_create_contact_and_deal

Create a contact AND a deal in the default pipeline in one step — the preferred way to add a new lead.

crm_update_contact

Update a contact — only provided fields change.

crm_delete_contact

Delete a contact (the assistant always confirms first).

crm_list_deals

List pipeline deals with value, stage, contact, and priority.

crm_get_deal

Get one deal including its contact, pipeline, stage, and activities.

crm_create_deal

Create a new deal in the sales pipeline.

crm_update_deal

Update a deal’s fields — only provided fields change.

crm_update_deal_stage

Move a deal to a different pipeline stage — the primary way to advance deals.

crm_delete_deal

Delete a deal (confirmed first).

crm_list_pipelines

List pipelines with their stages and deal counts.

crm_create_pipeline

Create a new pipeline, optionally with its stages.

crm_list_activities

List CRM activity events — stage changes, emails, tasks, wins and losses.

crm_get_analytics

Get the CRM analytics dashboard: deal stats, conversion rates, revenue, and activity trends.

crm_list_tasks

List follow-up tasks with due dates and completion status.

crm_create_task

Create a follow-up task, linkable to deals and contacts.

crm_update_task

Update a task — complete it, change its due date, or reassign it.

crm_delete_task

Delete a task (confirmed first).

crm_list_email_templates

List the CRM’s email templates.

crm_create_email_template

Create a new email template.

crm_update_email_template

Update an email template — only provided fields change.

crm_delete_email_template

Delete an email template (confirmed first).

crm_list_sending_domains

List the client’s branded email sending domains with DNS verification status.

crm_list_team_members

List team members so tasks and deals can be assigned to the right person.

crm_list_automations

List automation workflows with enrollment and completion counts.automations add-on

crm_get_automation

Get one workflow’s nodes, edges, and enrollment counts.automations add-on

crm_create_automation

Build a new automation workflow from a plain-English description.automations add-on

crm_update_automation

Update an automation — activate, deactivate, or rename it.automations add-on

crm_delete_automation

Delete an automation workflow (confirmed first).automations add-on

crm_list_automation_enrollments

List a workflow’s enrollments with status and recent activity.automations add-on

crm_enroll_contact_in_automation

Manually enroll a contact into a workflow.automations add-on

crm_get_automation_analytics

Get workflow analytics: enrollment stats, node execution counts, and success rates.automations add-on

CRM Email

6 tools

Threaded, two-way email with every contact — replies land in the CRM inbox.

crm_list_email_threads

List email threads with message counts and unread counts.

crm_get_email_thread

Read a thread’s full conversation history.

crm_send_email_to_contact

Send a threaded email to a contact, with merge tags and attachments.

crm_send_email_to_deal_contact

Email a deal’s primary contact within the deal’s history.

crm_bulk_email_by_stage

Send a personalized bulk email to every contact in a pipeline stage (confirmed first).

crm_get_unread_email_count

Check how many email threads have unread replies.

Business Data

4 tools

Real answers from live data — leads, contacts, calls, and aggregate stats.

search_leads

Search captured leads by name, email, phone, status, source, or time period.

search_contacts

Search the contact list by name, email, or phone.

search_voice_calls

Search voice call history, filtering by sentiment or direction.

get_business_stats

Get an activity summary: leads, voice calls, chat sessions, and costs.

Lead Capture

1 tool

submit_lead

Submit a new lead or contact to the CRM, with the source tagged automatically.

Email

1 tool

send_email

Send an email on the business’s behalf — threaded through the CRM so replies come back to the inbox.

Scheduled Tasks

4 tools

Recurring jobs the assistant runs on its own — daily digests, weekly reports, monthly analyses.

list_scheduled_tasks

List scheduled tasks with their schedules and status.

create_scheduled_task

Create a task that runs automatically — e.g. a weekly lead summary every Monday at 8am.

update_scheduled_task

Update a scheduled task — pause it or change its schedule.

delete_scheduled_task

Delete a scheduled task (confirmed first).

Website Pages

8 tools

Create, edit, publish, and delete real website pages through conversation.

list_pages

List all website pages with status and section summaries.

get_page

Read a page’s full content, section by section — before editing it.

update_page_section

Update one page section with a partial JSON edit (omitted fields are preserved).

update_page_meta

Update a page’s SEO and metadata settings.

get_section_schema

Get the schema for a section type — which fields it renders — before editing.

create_page

Create a new page (starts as a draft).

set_page_status

Publish a page, unpublish it to draft, or archive it.

delete_page

Permanently delete a page (confirmed first).

Company & Site Config

4 tools

Business info, branding, CTAs, promo banners, and popup settings.

get_company_info

Read business info — name, phone, address, branding colors, CTA, banner, and popup config.

update_company_info

Update company info — only provided fields change.

get_site_config

Read site configuration — banner, popup, CTA, scheduling, and navigation.

update_site_config

Update site configuration — only provided fields change.

Content Engine

9 tools

What the content factory targets: services, niches, and service areas.

list_content_services

List the services used for content generation.content hub

add_content_service

Add a service for content generation.content hub

remove_content_service

Remove a content service (confirmed first).content hub

list_content_niches

List the target niches for content generation.content hub

add_content_niche

Add a target niche for content generation.content hub

remove_content_niche

Remove a target niche (confirmed first).content hub

list_service_areas

List the service areas (city/state) for location content.content hub

add_service_area

Add a service area for location page generation.content hub

remove_service_area

Remove a service area (confirmed first).content hub

AI Content Generation

5 tools

Queue blog posts, listicles, service pages, and location pages for researched, written, and published content.

submit_blog_content

Submit a blog title for async AI generation — researched, written, and published automatically.content hub

submit_listicle_content

Submit a listicle title for async AI generation.content hub

submit_service_page_content

Submit a service page for async AI generation.content hub

submit_location_page_content

Submit a location page (title, city, state) for async AI generation.content hub

check_content_generation_status

Check generation status — QUEUED through RESEARCHING, WRITING, PUBLISHING to COMPLETED or FAILED.content hub

Content Management

7 tools

See and prune everything the content factory has published.

list_blog_posts

List blog posts with status, category, and dates.content hub

list_blog_categories

List blog categories with post counts.content hub

delete_blog_post

Delete a blog post (confirmed first).content hub

list_listicles

List listicle pages.content hub

list_service_pages

List service pages.content hub

list_location_pages

List location pages with their cities and states.content hub

delete_content_page

Delete a listicle, service, or location page (confirmed first).content hub

Content Editing

3 tools

Hands-on editing of blog content when you want to write it yourself.

create_blog_post

Create a new blog post with your own content (starts as a draft).content hub

update_blog_post

Update a blog post — content, title, SEO, or status.content hub

set_blog_post_status

Publish, unpublish, or archive a blog post.content hub

Content Stats

3 tools

get_content_stats

Get content statistics across all types — counts, statuses, and recent items.content hub

get_monthly_content_stats

Get a given month’s content statistics.content hub

get_content_generation_settings

Read the content generation settings.content hub

Internal Links

5 tools

The AI linker that wires content together for SEO.

get_internal_links

Get the internal links for a content item.content hub

update_internal_links

Update a content item’s internal links.content hub

regenerate_internal_links

Regenerate a content item’s internal links with the AI linker service.content hub

backfill_internal_links

Backfill internal links across all content items.content hub

get_internal_link_settings

Read internal link configuration.content hub

Title Generation

5 tools

Formula-driven SEO title ideation at scale.

list_title_formulas

List title formula templates with their variables.content hub

list_formula_groups

List formula groups used for round-robin generation.content hub

generate_titles

Generate titles by crossing formulas with niches, services, and service areas.content hub

list_title_lists

List saved title lists with their item counts.content hub

process_title_list

Push a title list’s pending titles into the content queue.content hub

News Articles

4 tools

Industry news generation for the site, with sources and settings.

list_news_articles

List news articles generated for the site.news add-on

get_news_article

Read one news article with its TLDR, key points, and sections.news add-on

get_news_settings

Read news generation settings — categories, sources, and RSS feeds.news add-on

update_news_settings

Update news generation settings.news add-on

Social Content

9 tools

The social factory: generate posts, steer the brand voice, and manage the approval queue.

list_social_posts

List social posts the content factory has generated.social add-on

get_social_post_performance

Get performance stats for published posts — impressions, likes, reach, engagement.social add-on

list_pending_social_approvals

List social posts waiting for human approval.social add-on

decide_social_post

Approve or decline a pending post — declines can include teaching feedback.social add-on

get_social_calendar

Get the weekly social content calendar.social add-on

get_social_brand_profile

Read the brand profile steering generation — tone, niche, banned phrases, CTA goal.social add-on

update_social_brand_profile

Update the brand profile.social add-on

generate_social_posts

Trigger an on-demand social generation run.social add-on

list_social_personas

List available spokesperson personas for social content.social add-on

26 tools

Boards, cards, segments, templates, RSS imports, AI generation, and sending.

newsletter_get_config

Read the newsletter configuration.newsletter add-on

newsletter_update_config

Update the newsletter configuration.newsletter add-on

newsletter_list_boards

List newsletter boards with their cards.newsletter add-on

newsletter_get_board

Get one board with all its cards.newsletter add-on

newsletter_create_board

Create a new board for an upcoming issue.newsletter add-on

newsletter_update_board

Update a board.newsletter add-on

newsletter_delete_board

Delete a board (confirmed first).newsletter add-on

newsletter_list_cards

List cards on a board.newsletter add-on

newsletter_create_card

Add a card to a board.newsletter add-on

newsletter_update_card

Update a card.newsletter add-on

newsletter_delete_card

Delete a card from a board.newsletter add-on

newsletter_copy_cards

Copy all cards from one board to another.newsletter add-on

newsletter_generate

Generate the newsletter’s HTML from board cards with AI.newsletter add-on

newsletter_send

Send, schedule, or cancel a newsletter send.newsletter add-on

newsletter_send_test

Send a test issue to a specific address first.newsletter add-on

newsletter_list_segments

List subscriber segments with counts.newsletter add-on

newsletter_create_segment

Create a targeting segment.newsletter add-on

newsletter_update_segment

Update a segment.newsletter add-on

newsletter_delete_segment

Delete a segment.newsletter add-on

newsletter_list_subscribers

List subscribers, optionally filtered.newsletter add-on

newsletter_manage_subscriber

Subscribe, unsubscribe, or update a subscriber’s tags.newsletter add-on

newsletter_list_templates

List newsletter card templates.newsletter add-on

newsletter_create_template

Create a custom card template.newsletter add-on

newsletter_get_rss

Read the RSS auto-import configuration.newsletter add-on

newsletter_update_rss

Update RSS feeds or trigger an immediate fetch.newsletter add-on

newsletter_get_analytics

Get newsletter analytics — opens, growth, and top cards.newsletter add-on

Media Creation

8 tools

AI images, text-to-speech voices, and royalty-free stock media.

generate_image

Generate an image with AI — text-to-image or editing a reference image.media add-on

generate_speech

Generate speech audio from text via Rime AI text-to-speech.media add-on

list_tts_voices

List available text-to-speech voices with gender, language, and style.

search_stock_images

Search royalty-free stock images on Pixabay and Pexels.media add-on

search_stock_videos

Search royalty-free stock videos.media add-on

search_stock_music

Search royalty-free music tracks.media add-on

download_stock_media

Download a stock file from a prior search into the media library.media add-on

list_media

List AI-generated and downloaded media files.

Video Studio

5 tools

Programmatic video: Remotion rendering end-to-end, and the AI video project pipeline.

generate_video

Render a video from Remotion React code — the tool waits for the render and returns the URL.video add-on

check_video_status

Check a video render job’s progress.video add-on

list_videos

List recent AI-generated videos.video add-on

create_video_project

Start an AI video project — the studio plans it, generates assets, writes the code, renders, and QA-reviews it.video add-on

check_video_project

Check a video project’s stage and get the final URL when done.video add-on

Reports

10 tools

Standing report agents that research and write on a schedule, delivered by email.

list_reports

List AI-generated reports.reports add-on

get_report

Read one report with full content.reports add-on

trigger_report

Manually trigger a report agent to run now.reports add-on

list_report_agents

List configured report agents.reports add-on

get_report_agent

Read one report agent’s configuration and schedule.reports add-on

create_report_agent

Create a new report agent.reports add-on

update_report_agent

Update a report agent — schedule, prompts, sections, or pause it.reports add-on

delete_report_agent

Delete a report agent (confirmed first).reports add-on

get_report_settings

Read report email delivery settings.reports add-on

update_report_settings

Update report email delivery settings.reports add-on

Google Reviews & Competitors

15 tools

Google Business Profile review management — sync, replies, stats, and competitor analysis.

gbp_list_reviews

List Google reviews for the business.reviews add-on

gbp_get_review

Read one review in full.reviews add-on

gbp_reply_to_review

Reply to a review — the reply is published on Google.reviews add-on

gbp_delete_review_reply

Delete a published reply.reviews add-on

gbp_sync_reviews

Trigger a manual review sync from Google.reviews add-on

gbp_get_review_stats

Get review statistics — average rating, distribution, pending replies.reviews add-on

gbp_approve_draft_reply

Approve an AI-drafted review reply for posting.reviews add-on

gbp_reject_draft_reply

Reject an AI-drafted review reply.reviews add-on

gbp_edit_draft_reply

Edit an AI-drafted reply before approving it.reviews add-on

gbp_list_competitors

List tracked competitor profiles.reviews add-on

gbp_add_competitor

Track a competitor’s Google profile.reviews add-on

gbp_remove_competitor

Stop tracking a competitor.reviews add-on

gbp_list_competitor_reports

List AI competitor-analysis reports.reviews add-on

gbp_get_competitor_report

Read a competitor report — strengths, gaps, and recommendations.reviews add-on

gbp_get_settings

Read review management settings.reviews add-on

Website Analytics

6 tools

Umami-powered traffic analytics, queryable in plain English.

get_traffic_stats

Get summary stats — pageviews, visitors, sessions, bounce rate, and visit duration.analytics

get_traffic_overview

Get daily traffic trends over time.analytics

get_top_pages

Get the most visited pages — by URL, entry, exit, or title.analytics

get_traffic_sources

Get traffic sources — channels, referrers, and referring domains.analytics

get_geography

Get visitor geography — countries, regions, or cities.analytics

get_technology

Get visitor technology — devices, browsers, OS, and languages.analytics

Lead Generation

7 tools

Niche-by-city discovery campaigns that find, scrape, and enrich new leads.

list_leadgen_campaigns

List lead generation campaigns with status and progress.lead gen add-on

list_leadgen_reference_data

List available niches and cities for campaigns.lead gen add-on

create_leadgen_campaign

Create a niche × city campaign that discovers leads automatically.lead gen add-on

start_leadgen_campaign

Start or resume a campaign.lead gen add-on

pause_leadgen_campaign

Pause a running campaign.lead gen add-on

list_leadgen_leads

Search discovered leads with full business data and extracted emails.lead gen add-on

get_leadgen_campaign_stats

Get campaign stats — leads found, scraped, and enriched.lead gen add-on

Outreach

6 tools

AI-personalized cold outreach to the leads discovery found — by email and contact forms.

list_outreach_campaigns

List outreach campaigns with send counts and reply rates.outreach add-on

create_outreach_campaign

Create a campaign that contacts leads with AI-personalized messages.outreach add-on

update_outreach_campaign

Update a campaign — pause, resume, or adjust daily limits.outreach add-on

list_outreach_leads

List leads contacted by outreach, with status.outreach add-on

list_outreach_replies

List inbound replies with sentiment classification — where the interested leads are.outreach add-on

get_outreach_analytics

Get outreach analytics — sends, replies, and daily breakdown.outreach add-on

Projects

20 tools

Kanban boards, checklists, approvals, time tracking, and comments.

pm_list_pipelines

List project pipelines with stages and counts.projects add-on

pm_create_pipeline

Create a project pipeline from a template.projects add-on

pm_list_cards

List project cards — tasks and projects with status, assignee, and due date.projects add-on

pm_get_card

Read one card, including checklists, comments, and time entries.projects add-on

pm_create_card

Create a card — the primary way to add work to the board.projects add-on

pm_update_card

Update a card — only provided fields change.projects add-on

pm_move_card_stage

Move a card to another stage — the primary way to advance work.projects add-on

pm_delete_card

Delete a card (confirmed first).projects add-on

pm_add_checklist_item

Add a checklist sub-task to a card.projects add-on

pm_toggle_checklist_item

Toggle a checklist item’s completion.projects add-on

pm_add_comment

Add an internal team comment to a card.projects add-on

pm_log_time

Log time spent working on a card.projects add-on

pm_get_time_report

Get a time tracking report for billing or productivity.projects add-on

pm_send_approval

Send a client approval request via an emailed review link.projects add-on

pm_list_approvals

List approval requests with their statuses.projects add-on

pm_resend_approval

Resend an unresponded approval with a fresh link.projects add-on

pm_cancel_approval

Cancel an approval request (confirmed first).projects add-on

pm_list_attachments

List a card’s file attachments.projects add-on

pm_create_subtask

Create a subtask under a parent card.projects add-on

pm_create_recurring_card

Create a recurring card that regenerates on a schedule.projects add-on

Client Portal Messaging

2 tools

Message clients through the project portal — they get email notifications and can reply by email.

pm_list_portal_messages

List portal message threads and check for unread client messages.projects add-on

pm_send_portal_message

Send a message to a client through the project portal.projects add-on

Field Service & Jobs

16 tools

Quotes, visit scheduling, technician statuses, job reports, invoice collection, and profit tracking.

jobs_create_quote

Create a line-item quote for a customer.field service

jobs_send_quote

Email the quote as an approval link — a signed approval becomes a job automatically.field service

jobs_get_quotes

List quotes with their statuses and totals.field service

jobs_get_quote_status

Read one quote’s status — viewed, approved, changes requested, or expired.field service

jobs_get_today

List today’s and tomorrow’s active jobs — the dispatch quick view.field service

jobs_schedule_visit

Schedule a visit on a job, with automatic confirmation emails and recurring series support.field service

jobs_update_visit_status

Update a visit — en route, started, finished, or cancelled, each with the right customer email.field service

jobs_get_tomorrow

List tomorrow’s visits with times, techs, and addresses.field service

jobs_reschedule_booking

Reschedule a booking to a new time — checks capacity and emails the customer.field service

jobs_search_pricebook

Search the priced services catalog for grounded quote pricing.field service

jobs_add_pricebook_entry

Add a service and price to the pricebook.field service

jobs_generate_report

Generate a customer-facing job report from the visit’s checklist, photos, and timeline.field service

jobs_collect_invoice

Send an AI-crafted collection message for an overdue invoice, with the payment link.field service

jobs_set_job_costs

Set labor and materials cost on a job for profit tracking.field service

jobs_get_job_profit

Get profit analysis for active jobs — invoice total, costs, and margin.field service

crm_send_portal_link

Generate (and optionally email) a customer’s personal portal link — appointments, jobs, invoices, and rewards.

Storefront & E-commerce

47 tools

The full catalog back-office: products, orders, zones, promos, loyalty, staff schedules, memberships, and booking rules.

shop_list_products

List catalog products with prices, stock, and custom attributes.ecommerce

shop_get_product

Get one product’s full details.ecommerce

shop_create_product

Create a new product in the catalog.ecommerce

shop_update_product

Update a product — only provided fields change.ecommerce

shop_update_product_price

Quick price update for one product.ecommerce

shop_delete_product

Permanently delete a product (confirmed first).ecommerce

shop_list_categories

List product categories.ecommerce

shop_create_category

Create a product category.ecommerce

shop_delete_category

Delete a category (products become uncategorized, not deleted).ecommerce

shop_create_order

Place an order for a customer, with email verification and server-side totals.ecommerce

shop_list_orders

List store orders, newest first.ecommerce

shop_get_order

Read one order’s items, totals, and status history.ecommerce

shop_update_order_status

Advance an order through its statuses — the customer is emailed automatically.ecommerce

shop_list_slots

List bookable time slots for a services or tickets catalog.ecommerce

shop_join_waitlist

Add a customer to a waitlist when a slot is full.ecommerce

shop_list_waitlist

List waitlist entries.ecommerce

shop_stats

Get store dashboard stats — orders, revenue, and customer counts.ecommerce

shop_list_zones

List delivery zones with fees and ETAs.ecommerce

shop_create_zone

Create a flat-fee delivery zone.ecommerce

shop_update_zone

Update a delivery zone.ecommerce

shop_delete_zone

Delete a delivery zone (confirmed first).ecommerce

shop_list_promos

List promo codes with usage counts.ecommerce

shop_create_promo

Create a promo code for checkout.ecommerce

shop_update_promo

Update a promo code.ecommerce

shop_list_customers

List shop customers with loyalty points and order history.ecommerce

shop_adjust_customer_points

Adjust a customer’s loyalty points — a comp or correction.ecommerce

shop_refund_order

Refund an online-paid order through Stripe — partial refunds supported (confirmed first).ecommerce

shop_list_catalogs

List the store’s catalogs — products, services, menus, tickets.ecommerce

shop_create_catalog

Create a new catalog — the first step of any storefront vertical.ecommerce

shop_update_catalog

Update a catalog’s fulfillment modes and booking setup.ecommerce

shop_list_modifier_groups

List a product’s modifier groups — sizes and add-ons.ecommerce

shop_create_modifier_group

Create a modifier group on a product.ecommerce

shop_update_modifier_group

Update a modifier group and its options.ecommerce

shop_delete_modifier_group

Delete a modifier group.ecommerce

shop_get_settings

Read the shop’s settings — tax, currency, loyalty, and age gate.ecommerce

shop_update_settings

Update shop settings.ecommerce

shop_get_booking_rules

Read booking policies — deposits, cancel windows, and no-show fees.ecommerce

shop_update_booking_rules

Set booking rules that drive real charges — deposits and cancellation fees.ecommerce

shop_get_booking_links

Get the public booking links for Google, Instagram, and QR codes.ecommerce

shop_set_booking_link

Choose which catalog the public booking link points at.ecommerce

shop_get_staff_schedule

Read staff weekly hours and upcoming time off.ecommerce

shop_set_staff_schedule

Set a staff member’s working hours for a day.ecommerce

shop_set_time_off

Block time off for a staff member, listing conflicting bookings to reschedule.ecommerce

shop_create_visit_pack

Create a pre-paid visit pack — a "buy 5 get 1" style offer.ecommerce

shop_create_gift_card

Create a gift card with a unique code.ecommerce

shop_create_membership_plan

Create a recurring-revenue membership plan with perks.ecommerce

shop_list_memberships

List active memberships and plans.ecommerce

Web Search

4 tools

Live web search, news search, local business search, and page reading.

web_search

Search the web with Brave Search — titles, URLs, and snippets.

news_search

Search recent news articles, with freshness control.

local_search

Search local businesses and points of interest — name, address, phone, rating.

scrape_page

Fetch the readable text of any web page.

Browser Automation

11 tools

A real browser the assistant drives — click, fill, screenshot, extract, even solve CAPTCHAs.

browser_open_session

Open a browser automation session for the other browser tools to use.

browser_navigate

Navigate the session to a URL.

browser_screenshot

Screenshot the current page, shown inline in the chat.

browser_extract_text

Extract text from the current page — including JavaScript-rendered content.

browser_click

Click an element by CSS selector.

browser_fill

Fill a form field with a value.

browser_evaluate

Run JavaScript on the page and return the result.

browser_scroll

Scroll the page in a direction.

browser_solve_captcha

Detect and solve common CAPTCHAs (reCAPTCHA, Turnstile, hCaptcha) and inject the token.

browser_get_info

Get the current URL and page title.

browser_close_session

Close the session to free resources.

Code Execution

2 tools

A secure Python sandbox with pandas, numpy, and matplotlib — for real computation, not guesses.

execute_python

Execute Python in a secure sandbox for analysis, calculations, and file transformations.

generate_chart

Generate a chart from data and return it as an inline image.

Sub-agents

3 tools

The assistant fans big work out to parallel sub-agents with read-only toolsets.

delegate_task

Delegate a task — or a batch of parallel tasks — to a focused sub-agent with a clean context.

delegate_research

Delegate multiple research tasks to parallel read-only research sub-agents.

enrich_leads_in_parallel

Enrich a list of leads in parallel via sub-agents, returning structured business data.

Document Generation

5 tools

Downloadable, professional documents — not text in a chat bubble.

generate_proposal

Generate a professional proposal document.

generate_presentation

Generate a PowerPoint presentation.

generate_summary_pdf

Generate a PDF summary document.

generate_spreadsheet

Generate a spreadsheet (Excel or CSV) for tabular data.

notify_report_starting

Tell the user a document is being prepared, for instant feedback while it generates.

Document & File Management

6 tools

AI documents, user-uploaded files, and platform documentation.

list_ai_documents

List AI-generated documents with filename, type, and size.

delete_ai_document

Delete an AI-generated document (confirmed first).

search_user_documents

Search files the user previously shared — email attachments and chat uploads.

get_user_document_text

Read the extracted text of a specific uploaded document.

list_doc_articles

List the platform’s documentation articles.

list_doc_categories

List documentation categories with article counts.

Skills

10 tools

Pre-built document workflows — and the ability to teach the agent new ones.

list_available_skills

List the skills available to the agent.

get_skill_instructions

Load the instructions for a specific skill before executing it.

search_skills

Search skills by keyword, category, or output type.

save_skill

Save a new reusable skill template — teach the agent once.

list_bot_skills

List global and custom skills for the FAQ and Assistant bots.

assign_global_skill

Activate a global skill for a bot.

unassign_global_skill

Deactivate a global skill for a bot.

create_custom_skill

Create a custom, agent-scoped skill.

update_custom_skill

Update a custom skill.

delete_custom_skill

Delete a custom skill (confirmed first).

Knowledge Base & Wiki

8 tools

The business’s own documents — chunked, embedded, and searchable — plus the curated wiki.

search_knowledge_base

Semantic search over uploaded knowledge base documents.when RAG is enabled

list_knowledge_prompts

List the knowledge prompts configured for the agent.

get_knowledge_prompt

Pull a knowledge prompt to refresh product or company context.

list_knowledge_documents

List knowledge base documents for a bot.

add_knowledge_document

Add a document to the knowledge base — chunked and embedded automatically.

delete_knowledge_document

Delete a knowledge base document (confirmed first).

wiki_search

Search the curated wiki — used before answering questions about the business.

wiki_get_article

Fetch the full body of a wiki article by ID.

Chat History & Memory

7 tools

Every conversation across every channel, and the long-term memories the agents keep.

list_faq_chat_sessions

List FAQ bot chat sessions with message counts and timestamps.

list_faq_chat_messages

Read the messages of a specific FAQ bot session.

list_assistant_chat_sessions

List assistant chat sessions.

list_user_memories

List users who have memories, or one user’s memories.

delete_user_memory

Delete a specific memory or all memories for a user (confirmed first).

list_voice_memories

List voice agent caller memories with phone numbers and content.

list_email_conversations

List email conversations users have had with the assistant.

Conversation Recall

3 tools

If you reference something from a past chat, the assistant finds it instead of asking you to repeat.

search_past_conversations

Keyword-search past chat sessions, including quoted phrases.

browse_recent_sessions

List recent chat sessions, newest first.

get_session_messages

Read the messages of a specific past session.

Client Notes

4 tools

list_client_notes

List the notes kept on this business.

create_client_note

Create a note on the business.

update_client_note

Update a note — only provided fields change.

delete_client_note

Delete a note (confirmed first).

Assistant Email Whitelist

2 tools

get_email_whitelist

Read who is allowed to email the assistant.

update_email_whitelist

Update the assistant’s email whitelist.

Widget Configuration

4 tools

The look and copy of the chat widgets on the site.

get_assistant_widget_config

Read the assistant widget’s title, intro, position, colors, and avatar.

update_assistant_widget_config

Update the assistant widget configuration.

get_faq_widget_config

Read the FAQ widget’s configuration.

update_faq_widget_config

Update the FAQ widget configuration.

MCP Servers

5 tools

Connect external tools via the Model Context Protocol — the agent learns to use whatever you plug in.

list_mcp_servers

List the MCP servers available to a bot — global, assigned, and user-created.

create_mcp_server

Create a custom MCP server, giving the agent external tools.

discover_mcp_tools

Run tool discovery against a saved server to validate it.

delete_mcp_server

Delete a user-created MCP server.

mcp_* (dynamic)

Whatever tools the connected MCP servers expose — registered live at conversation start.when MCP servers are connected

Team & Admin Config

11 tools

Invites, branded sending domains, lead webhooks, and the platform-wide approval queue.

get_team_overview

Read the team — active members and pending invitations.

invite_team_member

Invite a teammate by email with a role (confirmed first).

revoke_team_invitation

Revoke a pending invitation (confirmed first).

add_sending_domain

Add a branded sending domain and get the DNS records to publish.

verify_sending_domain_mx

Re-check the domain’s DNS verification.

get_webhook_config

Read the lead webhook ingest configuration.

update_webhook_config

Update the lead webhook ingest configuration.

test_webhook

Fire a test lead through the webhook and report how it was processed.

list_ingest_logs

List recent webhook ingest logs — accepted and rejected leads.

list_pending_approvals

List everything awaiting human approval across the platform — read-only; you approve in the Unified Inbox.

list_monthly_batches

List the scheduled monthly content batches.content hub

Scratchpad

10 tools

The assistant’s working memory — visible in a side panel while it works.

add_task

Add a task to track things that need doing.

complete_task

Mark a task as completed.

remove_task

Remove a task from the scratchpad.

clear_tasks

Clear all tasks.

add_note

Add a note to remember important information.

remove_note

Remove a note.

clear_notes

Clear all notes.

update_context

Store a key-value pair in context for later reference.

get_scratchpad

Read the current scratchpad — tasks, notes, and context.

clear_scratchpad

Clear the entire scratchpad.

Tool Search

1 tool

The meta-tool that makes a catalog this size usable: search it, activate what matches, keep going.

search_platform_tools

Search the full platform tool catalog and activate matching tools on the spot — no reload needed.

AI FAQ Bot51 tools

The chat bubble on every page of your website

Knowledge Base & Wiki

5 tools

Answers grounded in the business’s own uploaded documents and curated wiki.

search_knowledge_base

Semantic search over the business’s uploaded knowledge base documents.when RAG is enabled

list_knowledge_prompts

List the knowledge prompts configured for the agent.

get_knowledge_prompt

Pull a knowledge prompt to refresh context about products, services, or company info.

wiki_search

Search the curated business wiki for articles matching a question — used before answering questions about the business.

wiki_get_article

Fetch the full body of a specific wiki article by its ID.

Lead Capture

1 tool

Turning interested visitors into CRM leads, automatically.

submit_lead

Submit a new lead or contact to the CRM when a visitor shares their details, requests a callback, or wants to book.

CRM (visitor-safe subset)

7 tools

Just enough CRM to record who reached out — the full CRM stays with the admin assistant.

crm_create_contact_and_deal

Create a contact AND add them to the sales pipeline in one step — the preferred way to record a new lead.

crm_create_contact

Create a new contact record in the CRM.

crm_list_contacts

Search existing contacts by name, email, or tags.

crm_get_contact

Get full details for a single contact, including tags and recent activity.

crm_update_contact

Update an existing contact’s information.

crm_create_deal

Create a new deal in the sales pipeline.

crm_list_pipelines

List the sales pipelines and their stages.

Email

3 tools

Threaded emails that land in the client’s CRM inbox, so replies stay in one place.

send_email

Send an email to a recipient — threaded through the CRM messaging system so replies come back to the CRM inbox.

crm_send_email_to_contact

Send a threaded email to a CRM contact, with support for document attachments and merge tags.

crm_list_email_threads

List email threads between the team and a contact, with unread counts.

Document Generation

5 tools

Visitor-facing documents — quotes, proposals, summaries — generated on request.

generate_proposal

Generate a professional proposal document.

generate_presentation

Generate a PowerPoint presentation.

generate_summary_pdf

Generate a PDF summary document.

generate_spreadsheet

Generate a spreadsheet (Excel or CSV).

notify_report_starting

Tell the user document generation has started, for instant feedback while it is prepared.

Skills

4 tools

Pre-built, reusable workflows for professional documents and analyses.

list_available_skills

List the skills available to the agent.

get_skill_instructions

Load the instructions for a specific skill before executing it.

search_skills

Search skills by keyword, category, or output type.

save_skill

Save a new reusable skill template — teach the agent a workflow once and it remembers.

Storefront & Order Taking

7 tools

Conversational ordering for catalogs — products, delivery zones, bookings, and waitlists.

shop_list_products

List products in the store catalog with prices, stock, and images.

shop_get_product

Get full details for one product by ID or slug.

shop_list_zones

List delivery zones with fees, minimums, and ETAs.

shop_list_slots

List bookable time slots for services and events.

shop_create_order

Place a cash-on-delivery or deposit order on behalf of the customer, with email verification.

shop_get_order

Look up an order’s items, totals, and status history (customer details protected by email match).

shop_join_waitlist

Add a customer to a waitlist when a booking slot is full — they get the next opening by email.

Conversation Recall

3 tools

If the visitor references an earlier chat, the bot can find it instead of asking them to repeat.

search_past_conversations

Keyword-search past chat sessions with this visitor, including quoted phrases.

browse_recent_sessions

List this visitor’s recent chat sessions, newest first.

get_session_messages

Read the messages of a specific past session.

Scratchpad

10 tools

A working memory for the current conversation — tasks, notes, and context.

add_task

Add a task to track things that need doing.

complete_task

Mark a task as completed.

remove_task

Remove a task from the scratchpad.

clear_tasks

Clear all tasks.

add_note

Add a note to remember important information.

remove_note

Remove a note from the scratchpad.

clear_notes

Clear all notes.

update_context

Store a key-value pair in context for later reference.

get_scratchpad

Read the current scratchpad — tasks, notes, and context.

clear_scratchpad

Clear the entire scratchpad.

Tool Search

1 tool

The meta-tool that lets the bot pull more of its own palette into scope when a request needs it.

search_platform_tools

Search the full tool catalog and activate matching tools on the spot — no reload needed.

AI Voice Agent22 tools

Your phone line (AI Receptionist) and click-to-talk in the browser

Lead Capture

1 tool

Every caller who wants a follow-up becomes a CRM lead.

submit_lead

Submit a caller’s contact details to the CRM when they ask for a callback or follow-up — with confirmation of email/phone since voice transcription can mis-hear digits.

Knowledge Base & Wiki

3 tools

Answers from the business’s own documents — not guesses.

query_knowledge_base

Query the business’s knowledge base documents for services, policies, and answers.when RAG is enabled

wiki_search

Search the curated business wiki for articles matching the caller’s question — used before answering anything about the business.

wiki_get_article

Fetch the full body of a wiki article found by search.

Appointments & Field Service

8 tools

Books jobs, checks statuses, quotes prices, and manages loyalty — natively.

check_booking_slots

Check available appointment time slots for a service — spoken back as the top options.

book_appointment

Book an appointment, with a confirmation email and 6-digit verification code (or a payment link for deposit bookings).

check_my_appointments

Look up a caller’s upcoming appointments by email.

reschedule_appointment

Reschedule an existing appointment to a new time.

cancel_appointment

Cancel an existing appointment.

check_job_status

Check the status of a service job or technician visit, matched to the caller by email or phone.

get_service_price

Look up the price of a service from the pricebook — the top matches spoken back.

check_loyalty_balance

Look up the caller’s loyalty points and gift card balances by email.

External Calendar Booking

2 tools

One provider active at a time — Cal.com, Calendly, or GoHighLevel — configured per agent.

check_calendar_availability

Check whether a requested time is available on the connected calendar (Cal.com, Calendly, or GoHighLevel), with nearby alternatives.when a calendar is connected

book_calendar_appointment

Book the appointment directly on the connected calendar.when a calendar is connected

Storefront & Order Taking

2 tools

Full conversational ordering — menu reading, delivery zones, tips, promo codes, and verification.

get_shop_catalog

Read the store’s product catalog — prices, categories, stock, and specials.

place_shop_order

Place an order for the caller — delivery, pickup, dine-in, or appointment — with address collection, promo codes, and a 6-digit email verification code.

Email

1 tool

send_email

Send an email on the business’s behalf — threaded into the CRM inbox so replies come back to the team.when enabled

Webhooks

1 tool

Pushes structured info the caller gives to any external system — Zapier, Make, or a custom endpoint.

send_to_webhook

Submit collected caller information to a configured external system, with the field schema baked into the tool itself.when configured

Call Transfers

2 tools

Live hand-off to a human — registered per department on phone calls.

transfer_to_{department}

Transfer the live phone call to a department — e.g. transfer_to_sales, transfer_to_service — using configured transfer destinations.phone calls, when transfers are enabled

transfer_call

Transfer the call to a live human representative when the caller asks for one.phone calls, when transfers are enabled

Call Utilities

1 tool

store_contact_info

Store the caller’s confirmed name, email, and phone for call summaries and follow-through.

MCP Tools (dynamic)

1 tool

Any tool from connected MCP servers — the agent learns to use whatever you plug in.

mcp_*

Tools from the MCP servers assigned to the agent, registered dynamically at call start — whatever your servers expose, the voice agent can call.when MCP servers are connected

Assistant-agent tools are gated by plan and add-ons — the catalog above is the full platform palette. FAQ Bot and Voice Agent tools are configured per agent (knowledge base, storefront, calendar, transfers, and MCP servers are only present when enabled). Numbers reflect the platform as of September 2026 and grow with every release.

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Every tool.Every agent.

01—Three agents, one platform

AI Team Assistant

AI FAQ Bot

AI Voice Agent

02—How tool search works

Only the right tools ride along.

Gate first

Index the catalog

Retrieve the top-K

Expand mid-conversation

Keep the set stable

Voice is even tighter

Fail-open, on purpose

03—The full catalog

Every tool, named and explained.

AI Team Assistant381 tools

CRM & Sales Pipeline

CRM Email

Business Data

Lead Capture

Email

Scheduled Tasks

Website Pages

Company & Site Config

Content Engine

AI Content Generation

Content Management

Content Editing

Content Stats

Internal Links

Title Generation

News Articles

Social Content

Newsletter

Media Creation

Video Studio

Reports

Google Reviews & Competitors

Website Analytics

Lead Generation

Outreach

Projects

Client Portal Messaging

Field Service & Jobs

Storefront & E-commerce

Web Search

Browser Automation

Code Execution

Sub-agents

Document Generation

Document & File Management

Skills

Knowledge Base & Wiki

Chat History & Memory

Conversation Recall

Tags

Client Notes

Assistant Email Whitelist

Widget Configuration

MCP Servers

Team & Admin Config

Scratchpad

Tool Search

AI FAQ Bot51 tools

Knowledge Base & Wiki

Lead Capture

CRM (visitor-safe subset)

Email

Document Generation

Skills

Storefront & Order Taking

Tags

Conversation Recall

Scratchpad

Tool Search

AI Voice Agent22 tools

Lead Capture

Knowledge Base & Wiki

Appointments & Field Service