Velaro Skill Gateway API Reference
Build your own AI agent, automation, or integration on top of the same skill library Velaro's own bot uses - over your live account data, authenticated with a key you generate yourself.
_Generated 2026-08-14 from the live skill registry - this list always matches what's actually callable._
Authentication
- In the Velaro Admin console, go to Integrations → API Access (or ask Moshky "create me an API key") and generate a key. Keys are shown once, in the form
vel_live_xxxxxxxxxxxxxxxx- store it somewhere safe. - Send it on every request as a Bearer token:
Authorization: Bearer vel_live_xxxxxxxxxxxxxxxx
- Your key is scoped to your own site - every call only ever sees and acts on your own account's data.
- Optional: keys can be scoped to specific skill categories (e.g. only
Shopify) at creation time, and can have an expiration date. Revoke a key any time from the same page - revocation is instant.
The two endpoints
Everything is JSON-RPC 2.0 over plain HTTPS - no SDK required.
GET /mcp/v1/tools/list - returns every tool your plan and key scope currently allow. Free to call, doesn't count against your monthly quota.
{
"tools": [
{
"name": "shopify_get_order",
"displayName": "Get Order (Shopify)",
"category": "Shopify",
"description": "Look up a specific Shopify order by order number.",
"inputSchema": {
"name": "shopify_get_order",
"description": "...",
"input_schema": {
"type": "object",
"properties": {
"order_number": {
"type": "string"
}
},
"required": [
"order_number"
]
}
}
}
]
}
POST /mcp/v1/tools/call - executes one tool.
{
"jsonrpc": "2.0",
"id": "1",
"method": "tools/call",
"params": {
"name": "shopify_get_order",
"arguments": {
"order_number": "1234"
}
}
}
Response shape:
{
"jsonrpc": "2.0",
"id": "1",
"result": {
"content": [
{
"type": "text",
"text": "{...tool output...}"
}
]
}
}
Rate limits & quota
Skill Gateway usage is metered separately from your chat widget's conversation volume:
- Monthly quota: every successful
tools/callcounts once against your plan's MCP API limit (MaxMcpSkillCallsPerMonth). This is a distinct counter from yourConversationsquota - calling the API does not consume, and is not limited by, your chat volume, and vice versa. - Burst rate limit: calls also share the same per-minute burst limiter as your live bot's own skill calls. If you exceed it, you'll get an HTTP 429 with the current rate and limit - back off and retry.
- Over monthly quota: returns HTTP 429 with your current usage and cap. Upgrade your plan to raise the limit.
GET /mcp/v1/keys(with your session, not your API key) shows your currentmonthlyLimitandmonthlyUsedat a glance.
Available tools
Tools are grouped by category below. Read tools are available on every plan; Write tools (create/update actions) require the Advanced AI Skills entitlement noted per-tool. Some tools additionally require the underlying integration to be connected on your account (e.g. Shopify tools require a connected Shopify store).
Accela
| Tool | Description | Tier | Plan |
|---|---|---|---|
accela_add_record_comment | Add a comment or additional information to an existing Accela record (permit, license, or 311 service request). The comment becomes part of the public record and is visible to agency staff. | Write | Professional+ |
accela_create_contact | Create a new citizen or contractor contact in Accela. | Write | Professional+ |
accela_create_record | Create a new Accela permit, license, or service request on behalf of a citizen. | Write | Professional+ |
accela_create_service_request | Submit a 311 citizen service request to Accela. Use for reporting potholes, broken streetlights, graffiti, abandoned vehicles, noise complaints, illegal dumping, sidewalk damage, and other municipal issues. | Write | Professional+ |
accela_get_agency_info | Get agency contact info, office hours, and general information from Accela. | Read | Professional+ |
accela_get_contact | Get full details for an Accela contact by ID — name, address, phone, email, licenses. | Read | Professional+ |
accela_get_contact_addresses | Get all addresses linked to an Accela contact — home, business, and mailing addresses. | Read | Professional+ |
accela_get_contact_licenses | Get professional licenses for an Accela contact — contractor, business, and professional certifications. | Read | Professional+ |
accela_get_contact_records | Get all Accela records (permits, licenses) associated with a specific contact. | Read | Professional+ |
accela_get_fees | Get the fee schedule for an Accela permit or license record. Returns each fee item with description, amount due, amount paid, and outstanding balance. | Read | Professional+ |
accela_get_inspection_types | List all inspection types available for scheduling in this Accela agency. | Read | Professional+ |
accela_get_parcel_info | Look up property/parcel info in Accela by street address or APN — owner, zoning, land use, and associated permits. | Read | Professional+ |
accela_get_record | Get full details for an Accela record (permit, license, case) by record ID. | Read | Professional+ |
accela_get_record_conditions | Get holds, conditions, or flags placed on an Accela permit that are blocking approval or issuance. | Read | Professional+ |
accela_get_record_contacts | Get all contacts on an Accela record — applicant, owner, contractor, and other parties. | Read | Professional+ |
accela_get_record_documents | List documents attached to an Accela permit — plans, certificates, inspection reports. | Read | Professional+ |
accela_get_record_inspections | List all inspections for an Accela permit — scheduled, completed, and results. | Read | Professional+ |
accela_get_record_status | Get the current workflow status and pending tasks for an Accela permit or license application. | Read | Professional+ |
accela_get_record_types | List all Accela record types available in this agency — permit types, license types, service request types. | Read | Professional+ |
accela_get_record_workflow | Get workflow tasks and completion status for an Accela permit — what's done, pending, and upcoming. | Read | Professional+ |
accela_get_service_request_status | Check the status of a 311 citizen service request in Accela. Returns current status, assigned crew, estimated resolution, and any public comments from the agency. | Read | Professional+ |
accela_get_service_request_types | Get the list of available 311 service request categories configured for the agency in Accela. Returns issue types such as Pothole, Street Light Outage, Graffiti, Abandoned Vehicle, Noise Complaint, etc. — whatever the agency has enabled. | Read | Professional+ |
accela_schedule_inspection | Schedule a new inspection for an Accela permit or construction record. | Write | Professional+ |
accela_search_by_address | Find all Accela records (permits, licenses, cases) for a specific property address. | Read | Professional+ |
accela_search_contacts | Search Accela citizen contacts by name, email, or license number. | Read | Professional+ |
accela_search_professionals | Search Accela for licensed professionals — contractors, architects, engineers — by name, license number, or type. | Read | Professional+ |
accela_search_records | Search Accela permits, licenses, and civic records by keyword, type, status, or address. | Read | Professional+ |
accela_search_service_requests_by_address | Search for open 311 service requests at or near a given address. Returns a list of recent reports with type, status, and submission date — useful for showing citizens that their issue is already being tracked or to find related requests. | Read | Professional+ |
accela_update_contact | Update an Accela contact's email, phone, or address. | Write | Professional+ |
accela_update_record | Update an existing Accela record — change its status or description. | Write | Professional+ |
Accounting
| Tool | Description | Tier | Plan |
|---|---|---|---|
qbo_create_customer | Create a new customer in QuickBooks Online. | Write | Professional+ |
qbo_get_balance | Get the current outstanding balance for a QuickBooks customer. | Read | Professional+ |
qbo_get_customer | Get a QuickBooks customer's full profile by their ID. | Read | Professional+ |
qbo_get_estimates | Get estimates/quotes for a QuickBooks customer. | Read | Professional+ |
qbo_get_invoice_detail | Get full details for a specific QuickBooks invoice by invoice ID. | Read | Professional+ |
qbo_get_invoices | Get recent invoices for a QuickBooks customer by their customer ID. | Read | Professional+ |
qbo_get_payments | Get recent payments made by a QuickBooks customer. | Read | Professional+ |
qbo_search_customer | Search QuickBooks Online for a customer by email address. | Read | Professional+ |
Acuity
| Tool | Description | Tier | Plan |
|---|---|---|---|
acuity_apple_book_appointment | Fetches available Acuity appointment slots and sends a native Apple Messages Time Picker in one step. | Write | Professional+ |
Acuity Scheduling
| Tool | Description | Tier | Plan |
|---|---|---|---|
acuity_book_appointment | Book a new appointment in Acuity Scheduling for the customer. | Write | Professional+ |
acuity_cancel_appointment | Cancel an existing appointment in Acuity Scheduling. Always confirm with the customer before calling this. | Write | Professional+ |
acuity_check_availability | Get available booking time slots for a specific appointment type on a given date. | Read | Professional+ |
acuity_get_appointment | Get full details for a specific Acuity appointment by ID. | Read | Professional+ |
acuity_get_appointment_types | List all active appointment types available for booking in Acuity Scheduling. | Read | Professional+ |
acuity_get_appointments | Look up upcoming appointments in Acuity Scheduling, optionally filtered by customer email. | Read | Professional+ |
Airtable
| Tool | Description | Tier | Plan |
|---|---|---|---|
airtable_create_record | Create a new record in an Airtable table. | Write | Professional+ |
airtable_find_contact | Find a contact in Airtable by email or phone number. | Read | Professional+ |
airtable_get_record | Get a specific Airtable record by record ID. | Read | Professional+ |
airtable_list_bases | List all Airtable bases available to the configured access token. | Read | Professional+ |
airtable_list_tables | List all tables and their fields in an Airtable base. | Read | Professional+ |
airtable_search_records | Search Airtable records using a filterByFormula expression. | Read | Professional+ |
airtable_update_record | Update specific fields on an existing Airtable record. | Write | Professional+ |
Appointments
| Tool | Description | Tier | Plan |
|---|---|---|---|
appointments_book | Books an appointment on the site's connected calendar. Call after appointments_find_open_slots returned a slot the customer chose. | Write | Professional+ |
appointments_find_open_slots | Returns available appointment slots merged across every connected calendar (Outlook / Microsoft Bookings / Calendly). Use before appointments_book. | Read | Professional+ |
appointments_manage | Reschedules (intent=reschedule + new start) or cancels (intent=cancel) an existing appointment booked via appointments_book. | Write | Professional+ |
BigCommerce
| Tool | Description | Tier | Plan |
|---|---|---|---|
bigcommerce_add_order_note | Adds an internal staff note to a BigCommerce order. Notes appear in BigCommerce admin and are not visible to customers. | Write | Enterprise |
bigcommerce_apply_coupon | Apply a coupon code to a BigCommerce cart. Requires a cart ID from a previous bigcommerce_create_cart call. Use to offer discounts to hesitating customers or complete abandoned cart recovery. | Write | Enterprise |
bigcommerce_check_pricing | Checks customer-group-specific pricing for a BigCommerce product. For B2B wholesale or tiered accounts, returns the price that specific customer would pay based on their account group. | Read | Enterprise |
bigcommerce_check_stock | Check real-time stock levels for a BigCommerce product by name. Returns stock status, quantity, and urgency messaging when stock is low. | Read | Enterprise |
bigcommerce_compare_products | Compare two BigCommerce products side by side — prices, inventory levels, variant counts, and key differences. When product images are available, the result includes an image_url for each product — reference it in your reply. Use when a customer asks 'what's the difference between X and Y?' or 'which is better, X or Y?' | Read | Enterprise |
bigcommerce_create_cart | Create a BigCommerce cart with specific products and quantities, then return a checkout link. Use bigcommerce_search_products first to get product IDs. Confirm items and quantities with the customer before calling. | Write | Enterprise |
bigcommerce_create_quote | Create a BigCommerce quote (draft order with status Incomplete) for B2B customers. Returns quote number, total, and expiry date. | Write | Enterprise |
bigcommerce_customer_insights | Get deep customer intelligence from BigCommerce — lifetime value, purchase frequency, | Read | Enterprise |
bigcommerce_get_abandoned_carts | Find abandoned carts for a customer by email address. Use for cart recovery workflows or when a returning customer mentions an incomplete purchase. | Read | Enterprise |
bigcommerce_get_brand_products | Returns products from a specific brand in the BigCommerce catalog. Use for brand discovery queries like 'show me all Acme products' or 'what do you carry from Brand X?' | Read | Enterprise |
bigcommerce_get_cart | Gets the active cart for a BigCommerce customer by email address. Returns cart total, item count, and item names. | Read | Enterprise |
bigcommerce_get_categories | Browse the BigCommerce product category tree. Optionally filter by parent category. | Read | Enterprise |
bigcommerce_get_custom_fields | Get custom fields for a BigCommerce product by product ID. Returns merchant-defined attributes like dimensions, materials, certifications. | Read | Enterprise |
bigcommerce_get_customer | Look up a BigCommerce customer by email address to get their profile, order count, and store credit. | Read | Enterprise |
bigcommerce_get_gift_certificates | Look up a BigCommerce gift certificate by code or recipient email. Returns balance, status, and expiry date. | Read | Enterprise |
bigcommerce_get_invoices | Get invoice data for a BigCommerce order. | Read | Enterprise |
bigcommerce_get_order | Get a BigCommerce order by order ID. Returns status, line items, total, shipping address, and tracking number. | Read | Enterprise |
bigcommerce_get_orders | Retrieve recent orders for a BigCommerce customer by their internal customer ID. Use bigcommerce_get_customer first to obtain the ID. | Read | Enterprise |
bigcommerce_get_price_lists | Look up BigCommerce price lists and optionally find which one applies to a customer by email. Returns price list names and currency. | Read | Enterprise |
bigcommerce_get_recommendations | Returns product recommendations from the same category as a source product. Use for upselling, cross-selling, or when a customer asks for similar/alternative products. | Read | Enterprise |
bigcommerce_get_refunds | Get refund and return details for a BigCommerce order. | Read | Enterprise |
bigcommerce_get_reviews | Get customer reviews for a BigCommerce product. Returns average star rating, total review count, and top review highlights. | Read | Enterprise |
bigcommerce_get_shipping_methods | Get available shipping methods configured in the BigCommerce store. | Read | Enterprise |
bigcommerce_get_store_config | Get BigCommerce store settings including currency, locale, and contact info. | Read | Enterprise |
bigcommerce_get_tracking | Get shipping and tracking information for a BigCommerce order. Returns carrier, tracking number, and tracking URL. Use when the customer asks where their order is or wants a tracking number. | Read | Enterprise |
bigcommerce_get_variants | Returns all variants for a BigCommerce product — colors, sizes, styles — with per-variant SKU, price, and real-time stock level. | Read | Enterprise |
bigcommerce_get_wishlist | Get a customer's wishlist items from BigCommerce. | Read | Enterprise |
bigcommerce_search_orders | Find recent BigCommerce orders for a customer by email address. Returns order IDs, statuses, totals, dates, and item counts. | Read | Enterprise |
bigcommerce_search_products | Search the BigCommerce product catalog by keyword. Returns product names, SKUs, prices, inventory levels, and URLs. | Read | Enterprise |
bigcommerce_update_cart | Update item quantity or remove an item from a BigCommerce cart. | Write | Enterprise |
Calendar
| Tool | Description | Tier | Plan |
|---|---|---|---|
ms_bookings_cancel_appointment | Cancel an existing Microsoft Bookings appointment. Always confirm with the customer before calling this. | Write | Professional+ |
ms_bookings_check_availability | Check available appointment slots for a service on a given date from Microsoft Bookings. | Read | Professional+ |
ms_bookings_check_availability_range | Get available MS Bookings appointment slots across a date range (up to 14 days). | Read | Professional+ |
ms_bookings_create_appointment | Create a booking appointment in Microsoft Bookings for a customer. | Write | Professional+ |
ms_bookings_get_appointment | Look up details for an existing Microsoft Bookings appointment by appointment ID. | Read | Professional+ |
ms_bookings_get_business | Get business contact information and details from Microsoft Bookings. | Read | Professional+ |
ms_bookings_get_services | List available booking services with duration and pricing from Microsoft Bookings. | Read | Professional+ |
ms_bookings_get_staff | List available staff members for booking from Microsoft Bookings. | Read | Professional+ |
ms_bookings_reschedule_appointment | Reschedule (move) an existing Microsoft Bookings appointment to a new date and time. | Write | Professional+ |
Calendly
| Tool | Description | Tier | Plan |
|---|---|---|---|
calendly_apple_book_appointment | Fetches available Calendly slots and sends a native Apple Messages Time Picker in one step. | Write | Professional+ |
calendly_check_availability | Get available booking slots for a Calendly event type within a date range. | Read | Professional+ |
calendly_create_scheduling_link | Create a Calendly scheduling link for a specific event type and return it to the customer. | Write | Professional+ |
calendly_get_event_details | Get full details for a specific Calendly scheduled event including invitees and join link. | Read | Professional+ |
calendly_get_event_types | List available Calendly event types (meeting types) configured for this account. Returns event type names, durations, and URIs needed to create a scheduling link. | Read | Professional+ |
calendly_get_invitee | Look up a Calendly invitee by email to see their scheduled meetings. | Read | Professional+ |
calendly_get_organization_members | List members of the connected Calendly organization (hosts who can accept bookings). | Read | Professional+ |
calendly_get_scheduled_events | Get upcoming scheduled Calendly events for the connected account. | Read | Professional+ |
Casino
| Tool | Description | Tier | Plan |
|---|---|---|---|
poker_add_to_waitlist | Add a player to the waitlist for a specific poker game. Use when a caller wants to get on the list, especially when calling from home before arriving at the casino. | Write | Professional+ |
poker_get_active_games | Get the list of poker games currently running on the casino floor. Returns game names, limits, and number of open tables. Use when a caller asks what games are available or what limits are being spread. | Read | Professional+ |
poker_get_jackpots | Get the current bad beat jackpot amount and any active poker promotions. Use when a caller asks about the jackpot or current promotions. | Read | Professional+ |
poker_get_my_position | Find a player's position on the poker waitlist by their name. Returns their position number, how many people are ahead of them, and the estimated wait time. | Read | Professional+ |
poker_get_tournaments | Get upcoming poker tournament information including buy-ins, start times, and registration status. Use when a caller asks about tournaments. | Read | Professional+ |
poker_get_waitlist | Get the current waitlist for poker games. Returns how many people are waiting and the estimated wait time. Optionally filter to a specific game or limit. | Read | Professional+ |
Commerce
| Tool | Description | Tier | Plan |
|---|---|---|---|
adjust_quote | Adjust an existing quote — apply discounts, add/remove items | Read | Professional+ |
compare_products | Compare 2–4 products side by side from catalog or pricing documents | Read | Professional+ |
create_quote | Create a price quote from product catalog or pricing documents | Read | Professional+ |
custom_commerce_call_endpoint | Call a named, customer-registered Custom Commerce Connector REST endpoint. Use endpoint_name to select which registered endpoint to call. | Read | Enterprise |
get_pricing_details | Look up pricing for a specific product from catalog or pricing documents | Read | Professional+ |
Communications
| Tool | Description | Tier | Plan |
|---|---|---|---|
apple_booking_confirmation | Sends a booking confirmation text to the Apple Messages customer and books the event on | Write | Professional+ |
apple_send_3d | Sends a 3D/AR model (USDZ) into the Apple Messages thread — the customer taps it to open AR Quick Look | Write | Professional+ |
apple_send_auth | Sends an in-iMessage OAuth2 sign-in request. Customer signs in inside iMessage; the OAuth code | Write | Professional+ |
apple_send_form | Sends an Apple Messages multi-page Form for structured data collection. | Write | Professional+ |
apple_send_list_picker | Sends an Apple Messages List Picker — a scrollable grouped list for single or multi-select. | Write | Professional+ |
apple_send_quick_reply | Sends an Apple Messages Quick Reply with up to 5 tap-to-select buttons. | Write | Professional+ |
apple_send_rich_link | Sends an Apple Messages Rich Link — a tappable card with title, optional image, and destination URL. | Write | Professional+ |
apple_send_time_picker | Sends an Apple Messages Time Picker — a native appointment UI showing available time slots. | Write | Professional+ |
send_email | Sends an email to the customer. | Write | Professional+ |
send_email_link | Emails a URL/link to the contact's email address. | Write | Professional+ |
send_rcs | Sends a rich RCS message (branded, with optional image and buttons) to the specified phone number. | Write | Professional+ |
send_sms | Sends an SMS text message to the specified phone number. | Write | Professional+ |
send_sms_link | Sends a text message with a URL/link to the caller's phone number. | Write | Professional+ |
Conversation
| Tool | Description | Tier | Plan |
|---|---|---|---|
log_customer_feedback | Save customer feedback about the conversation or channel experience as a note on this conversation. | Write | Included with base bot |
Dynamics365
| Tool | Description | Tier | Plan |
|---|---|---|---|
dynamics365_close_case | Dynamics 365 case (incident) GUID. | Write | Professional+ |
dynamics365_close_opportunity | Dynamics 365 opportunity GUID. | Write | Professional+ |
dynamics365_create_activity | Log a new activity (phone call, task, appointment) in Dynamics 365. | Write | Professional+ |
dynamics365_create_case | Create a new Dynamics 365 support case (incident). | Write | Professional+ |
dynamics365_create_lead | Create a new lead record in Dynamics 365 from a chat visitor's information. | Write | Professional+ |
dynamics365_create_note | Add a note/annotation to a Dynamics 365 record (contact, account, case, opportunity, or lead). | Write | Professional+ |
dynamics365_create_opportunity | Create a new Dynamics 365 opportunity record. | Write | Professional+ |
dynamics365_create_quote | Create a Dynamics 365 quote record. Can be associated with an existing opportunity. Returns the new quote ID. | Write | Enterprise |
dynamics365_create_rma | Create a Return Merchandise Authorization (RMA) in Dynamics 365 Field Service for a returned or defective product. Links to an existing contact or account. | Write | Professional+ |
dynamics365_get_account | Get full Dynamics 365 account details by account ID. | Read | Professional+ |
dynamics365_get_account_contacts | List all contacts associated with a Dynamics 365 account. | Read | Professional+ |
dynamics365_get_activities | Get recent activities (calls, tasks, emails, appointments) for a Dynamics 365 entity. | Read | Professional+ |
dynamics365_get_case | Get full details for a Dynamics 365 support case by its ID. | Read | Professional+ |
dynamics365_get_contact | Get the full Dynamics 365 contact profile by contact ID. | Read | Professional+ |
dynamics365_get_contact_by_email | Find a Dynamics 365 contact by exact email address match. | Read | Professional+ |
dynamics365_get_contact_cases | Get all Dynamics 365 support cases linked to a specific contact. | Read | Professional+ |
dynamics365_get_contact_opportunities | Get all Dynamics 365 opportunities linked to a specific contact. | Read | Professional+ |
dynamics365_get_email_history | Get the email communication history with a Dynamics 365 contact. Returns subject, direction (inbound/outbound), status, and date for each email. | Read | Professional+ |
dynamics365_get_entity_notes | Get all notes/annotations attached to a Dynamics 365 record (contact, account, case, opportunity, or lead). | Read | Professional+ |
dynamics365_get_field_service_order | Retrieve a Dynamics 365 Field Service work order by ID or work order number. Returns service account, priority, status, scheduled dates, assigned technician, location, and service type. | Read | Professional+ |
dynamics365_get_opportunity | Get full details for a Dynamics 365 opportunity by its ID. | Read | Professional+ |
dynamics365_get_products | Search the Dynamics 365 product catalog by name or product number. Returns product ID, price, and description. Use when building quotes or answering pricing questions. | Read | Enterprise |
dynamics365_get_rma_status | Look up the current status of a Dynamics 365 Field Service Return Merchandise Authorization (RMA) by RMA number. | Read | Professional+ |
dynamics365_schedule_appointment | Create a Dynamics 365 appointment for a contact. Appears in Dynamics CRM and syncs to Outlook. Confirm date/time with customer before calling. | Write | Professional+ |
dynamics365_search_accounts | Search Dynamics 365 for company accounts by name. | Read | Professional+ |
dynamics365_search_cases | Search Dynamics 365 support cases by title or case number. | Read | Professional+ |
dynamics365_search_contacts | Search Dynamics 365 CRM for contacts by name, email, or phone number. | Read | Professional+ |
dynamics365_search_leads | Search Dynamics 365 leads by name, email, or company name. | Read | Professional+ |
dynamics365_search_opportunities | Search Dynamics 365 for sales opportunities by name. | Read | Professional+ |
dynamics365_update_case | Update fields on a Dynamics 365 support case such as status or priority. | Write | Professional+ |
dynamics365_update_contact | Update fields on a Dynamics 365 contact record, and optionally change the contact's parent account. Pass associated_account_id to reassign the account association (accepts a GUID or account name). | Write | Professional+ |
dynamics365_update_lead | Update fields on a Dynamics 365 lead record. Provide the lead ID and key-value pairs of fields to update. | Write | Professional+ |
dynamics365_update_opportunity | Update fields on a Dynamics 365 opportunity record such as stage, value, or close date. | Write | Professional+ |
| Tool | Description | Tier | Plan |
|---|---|---|---|
email_list_inbox | Lists recent inbound emails from connected inboxes (Gmail, Outlook, generic email). Returns subject, sender, preview, received date, and ticket id. Use this when the user asks 'what emails do you have', 'show me unread emails', or anything about the email inbox. | Read | Professional+ |
ERP
| Tool | Description | Tier | Plan |
|---|---|---|---|
sap_add_contact_person | Add a new contact person to a SAP business partner. | Write | Professional+ |
sap_add_service_call_note | Add an activity note to a SAP service call. | Write | Professional+ |
sap_create_activity | Log a CRM activity against a business partner in SAP. | Write | Professional+ |
sap_create_quotation | Create a new quotation in SAP for a business partner. | Write | Professional+ |
sap_create_sales_order | Create a new sales order in SAP for a business partner. | Write | Professional+ |
sap_create_service_call | Create a new service call (support ticket) in SAP for a business partner. | Write | Professional+ |
sap_get_activities | List CRM activities for a business partner in SAP by CardCode. | Read | Professional+ |
sap_get_ap_invoices | List open accounts payable invoices for a vendor in SAP by CardCode. | Read | Professional+ |
sap_get_business_partner | Get full details for a SAP business partner by card code. | Read | Professional+ |
sap_get_contact_persons | Get all contact persons for a SAP business partner by CardCode. | Read | Professional+ |
sap_get_credit_notes | List AR credit notes issued to a customer in SAP by CardCode. | Read | Professional+ |
sap_get_deliveries | List recent SAP delivery notes for a customer by CardCode. | Read | Professional+ |
sap_get_delivery | Get full details for a SAP delivery note by doc entry number, including all line items. | Read | Professional+ |
sap_get_goods_receipts | List goods receipt purchase orders for a vendor in SAP by CardCode. | Read | Professional+ |
sap_get_incoming_payments | List incoming payments received from a customer in SAP by CardCode. | Read | Professional+ |
sap_get_invoice | Get details for a specific SAP AR invoice by doc entry number. | Read | Professional+ |
sap_get_item | Get full details for a SAP item by item code, including pricing. | Read | Professional+ |
sap_get_open_invoices | Get all open (unpaid) AR invoices for a SAP business partner. | Read | Professional+ |
sap_get_orders_by_partner | Get recent sales orders for a SAP business partner. | Read | Professional+ |
sap_get_production_order | Get full details for a SAP production order by doc entry number. | Read | Professional+ |
sap_get_production_orders | List production orders for a specific item in SAP by item code. | Read | Professional+ |
sap_get_purchase_orders | List purchase orders for a vendor in SAP by CardCode. | Read | Professional+ |
sap_get_quotation | Get full details for a SAP quotation by doc entry number, including all line items. | Read | Professional+ |
sap_get_quotations | List recent SAP quotations for a business partner by CardCode. | Read | Professional+ |
sap_get_returns | List sales return orders for a customer in SAP by CardCode. | Read | Professional+ |
sap_get_sales_order | Get full details for a SAP sales order by doc entry number, including all line items. | Read | Professional+ |
sap_get_service_calls | Get recent service calls (support tickets) for a SAP business partner. | Read | Professional+ |
sap_get_stock | Check current stock levels for a SAP item across all warehouses. | Read | Professional+ |
sap_search_business_partners | Search SAP for business partners (customers/suppliers) by name, email, or phone. | Read | Professional+ |
sap_search_items | Search the SAP item master for products by name or item code. | Read | Professional+ |
sap_search_sales_orders | Search SAP sales orders by order number or customer name. | Read | Professional+ |
sap_search_vendors | Search for vendor/supplier business partners in SAP by name or card code. | Read | Professional+ |
sap_update_service_call | Update the status or resolution of a SAP service call. | Write | Professional+ |
FieldService
| Tool | Description | Tier | Plan |
|---|---|---|---|
jobber_create_request | Create a new service request in Jobber for a customer. | Write | Professional+ |
jobber_get_active_work_orders | Get all currently active (in-progress) jobs from Jobber. | Read | Professional+ |
jobber_get_client | Retrieve a Jobber client profile by client ID. | Read | Professional+ |
jobber_get_client_history | Retrieve completed job history for a Jobber client by name. | Read | Professional+ |
jobber_get_invoice | Get a Jobber invoice by invoice number, including balance owed and due date. | Read | Professional+ |
jobber_get_job | Get details for a specific Jobber job by its job number. | Read | Professional+ |
jobber_get_job_notes | Get technician notes recorded on a specific Jobber job. | Read | Professional+ |
jobber_get_outstanding_invoices | Get all unpaid invoices for a Jobber client by name. | Read | Professional+ |
jobber_get_payment_status | Check the payment status for a Jobber invoice by invoice number. | Read | Professional+ |
jobber_get_quote | Get a Jobber quote by quote number, including line items and total. | Read | Professional+ |
jobber_get_request_status | Get the status of a Jobber service request by its request number. | Read | Professional+ |
jobber_get_service_types | Get the list of service types offered by this Jobber-powered field service company. | Read | Professional+ |
jobber_get_team_members | Get the list of team members (technicians/staff) from Jobber. | Read | Professional+ |
jobber_get_upcoming_appointments | Get the next 5 upcoming scheduled appointments from Jobber. | Read | Professional+ |
jobber_search_clients | Search for Jobber clients by name, email, or phone number. | Read | Professional+ |
jobber_search_jobs | Search for Jobber jobs associated with a given client name. | Read | Professional+ |
servicetitan_add_job_note | Add a note to a ServiceTitan job for the technician or dispatcher. | Write | Professional+ |
servicetitan_create_job | Create a new service job in ServiceTitan for an existing customer. | Write | Professional+ |
servicetitan_get_appointments | Get upcoming ServiceTitan appointments for a customer or job. | Read | Professional+ |
servicetitan_get_equipment | Get installed equipment (furnace, AC, water heater, etc.) for a ServiceTitan customer or location. | Read | Professional+ |
servicetitan_get_invoices | Get recent ServiceTitan invoices for a customer. | Read | Professional+ |
servicetitan_get_job | Get ServiceTitan job details by job ID, or list recent jobs for a customer ID. | Read | Professional+ |
servicetitan_search_customer | Search for a ServiceTitan customer by phone, name, or email. Returns customer ID and contact details. | Read | Professional+ |
servicetitan_update_job_status | Update the status of a ServiceTitan job (cancel, hold, or reschedule flag). | Write | Professional+ |
Focus Inbox
| Tool | Description | Tier | Plan |
|---|---|---|---|
focus_configure_channel | Update Focus Inbox channel settings: priority weight, triage on/off, volume reduction, smart replies. Changes persist immediately. | Write | Professional+ |
focus_create_inbox_rule | Create a custom Focus Inbox tab. Filter by triage label (urgent, needs_reply, offer, fyi, waiting), channel, or topic keyword. | Write | Professional+ |
Hospitality
| Tool | Description | Tier | Plan |
|---|---|---|---|
cloudbeds_add_charge | Add a custom charge to a Cloudbeds reservation folio. | Write | Professional+ |
cloudbeds_cancel_reservation | Cancel an existing Cloudbeds hotel reservation. | Write | Professional+ |
cloudbeds_check_availability | Check Cloudbeds room availability for given dates and guest count. | Read | Professional+ |
cloudbeds_create_reservation | Create a new hotel reservation in Cloudbeds. | Write | Professional+ |
cloudbeds_get_amenities | Retrieve the list of amenities available at the Cloudbeds property. | Read | Professional+ |
cloudbeds_get_folio | Retrieve the billing folio for a Cloudbeds reservation. | Read | Professional+ |
cloudbeds_get_guest | Retrieve a Cloudbeds guest profile by guest ID. | Read | Professional+ |
cloudbeds_get_guest_history | Retrieve a guest's full reservation history from Cloudbeds. | Read | Professional+ |
cloudbeds_get_housekeeping_status | Retrieve today's housekeeping status from Cloudbeds, optionally for a specific room. | Read | Professional+ |
cloudbeds_get_packages | Retrieve all available hotel packages from Cloudbeds. | Read | Professional+ |
cloudbeds_get_policies | Retrieve the hotel's policies including check-in/out times and cancellation terms from Cloudbeds. | Read | Professional+ |
cloudbeds_get_pricing | Get pricing for a specific Cloudbeds room type for given dates. | Read | Professional+ |
cloudbeds_get_property_info | Retrieve general property information from Cloudbeds including name, address, and contact details. | Read | Professional+ |
cloudbeds_get_rate_plans | Retrieve available Cloudbeds rate plans for a given date range. | Read | Professional+ |
cloudbeds_get_reservation | Look up a Cloudbeds hotel reservation by reservation ID. | Read | Professional+ |
cloudbeds_get_room_type | Retrieve details for a specific Cloudbeds room type. | Read | Professional+ |
cloudbeds_process_payment | Post a payment to a Cloudbeds reservation folio. | Write | Professional+ |
cloudbeds_search_reservations | Search Cloudbeds reservations by guest name, email, status, or check-in date. | Read | Professional+ |
cloudbeds_send_confirmation | Resend a Cloudbeds reservation confirmation email to the guest. | Write | Professional+ |
cloudbeds_update_reservation | Update an existing Cloudbeds reservation (dates or guest count). | Write | Professional+ |
guesty_cancel_reservation | Cancel an existing Guesty reservation. | Write | Professional+ |
guesty_check_availability | Check if a Guesty listing is available for specific check-in and check-out dates. | Read | Professional+ |
guesty_create_quote | Generate a full booking quote for a Guesty listing, including all fees and taxes. | Write | Professional+ |
guesty_create_reservation | Create a new Guesty reservation for a guest with full booking details. | Write | Professional+ |
guesty_get_calendar | Get the day-by-day availability calendar for a Guesty listing for a given month. | Read | Professional+ |
guesty_get_checkin_instructions | Get check-in instructions and door access code for a Guesty reservation. | Read | Professional+ |
guesty_get_financial_report | Get the financial breakdown for a Guesty reservation including owner revenue and all fees. | Read | Professional+ |
guesty_get_guest | Retrieve a Guesty guest profile by guest ID. | Read | Professional+ |
guesty_get_guest_history | Get all past and upcoming reservations for a Guesty guest. | Read | Professional+ |
guesty_get_house_rules | Get house rules, policies, and check-in/out times for a Guesty listing. | Read | Professional+ |
guesty_get_listing | Get full details of a Guesty property listing including amenities, capacity, and pricing. | Read | Professional+ |
guesty_get_listings | Get all Guesty property listings for this account. | Read | Professional+ |
guesty_get_owner_statement | Get a monthly owner revenue statement for a Guesty listing. | Read | Professional+ |
guesty_get_pricing | Get nightly pricing breakdown for a Guesty listing over specific dates. | Read | Professional+ |
guesty_get_reservation | Get full details of a specific Guesty reservation by ID. | Read | Professional+ |
guesty_get_reviews | Get recent guest reviews for a Guesty property listing. | Read | Professional+ |
guesty_get_tasks | Get open housekeeping and maintenance tasks for a Guesty listing. | Read | Professional+ |
guesty_search_reservations | Search Guesty reservations by guest email, status, or check-in date range. | Read | Professional+ |
guesty_send_message | Send a message to a guest through Guesty messaging for a specific reservation. | Write | Professional+ |
guesty_update_reservation_notes | Add or update internal notes on a Guesty reservation. | Write | Professional+ |
opentable_book_reservation | Book a restaurant reservation via OpenTable. Requires slot_token from an availability check. | Write | Professional+ |
opentable_cancel_reservation | Cancel an existing OpenTable reservation by reservation ID. | Write | Professional+ |
opentable_check_availability | Check available reservation times at the restaurant via OpenTable. Args: party_size (int, optional), date (YYYY-MM-DD, optional — defaults to tomorrow), preferred_time (optional, e.g. '19:00'). | Read | Professional+ |
opentable_get_reservation | Get details of an existing OpenTable reservation by reservation ID. | Read | Professional+ |
resy_book_reservation | Book a restaurant reservation via Resy. Requires slot_token (config_id from availability check), party_size, and date. | Write | Professional+ |
resy_cancel_reservation | Cancel an existing Resy reservation by reservation ID. | Write | Professional+ |
resy_check_availability | Check available reservation times via Resy. Args: party_size (int, optional), date (YYYY-MM-DD, optional), end_date (YYYY-MM-DD, optional for multi-day search). | Read | Professional+ |
resy_get_reservation | Get details of an existing Resy reservation by reservation ID. | Read | Professional+ |
uplisting_check_availability | Check availability for a specific Uplisting property between two dates. | Read | Professional+ |
uplisting_create_quote | Create a formal booking quote for a specific Uplisting property, dates, and guest count. | Write | Professional+ |
uplisting_get_booking | Retrieve full details for a specific Uplisting booking by ID. | Read | Professional+ |
uplisting_get_calendar | Retrieve the booking calendar for a specific Uplisting property for a given month. | Read | Professional+ |
uplisting_get_channel | Retrieve the booking source channel (Airbnb, Vrbo, direct, etc.) for a specific Uplisting booking. | Read | Professional+ |
uplisting_get_checkin_instructions | Retrieve the arrival guide and check-in instructions for a specific Uplisting booking. | Read | Professional+ |
uplisting_get_financials | Retrieve the full financial breakdown for a specific Uplisting booking. | Read | Professional+ |
uplisting_get_guest | Retrieve profile information for a specific Uplisting guest by ID. | Read | Professional+ |
uplisting_get_guest_history | Retrieve all bookings (past and upcoming) for a specific Uplisting guest. | Read | Professional+ |
uplisting_get_house_rules | Retrieve the house rules for a specific Uplisting property. | Read | Professional+ |
uplisting_get_nearby_properties | Retrieve other portfolio properties as alternatives to a specific Uplisting property. | Read | Professional+ |
uplisting_get_pricing | Retrieve nightly rates and total pricing for a specific Uplisting property and date range. | Read | Professional+ |
uplisting_get_property | Retrieve full details for a specific Uplisting property. | Read | Professional+ |
uplisting_get_reviews | Retrieve recent guest reviews for a specific Uplisting property. | Read | Professional+ |
uplisting_list_properties | Retrieve all rental properties in the connected Uplisting account. | Read | Professional+ |
uplisting_search_bookings | Search Uplisting bookings by guest email and/or status. | Read | Professional+ |
uplisting_send_message | Send a message to a guest via Uplisting for a specific booking. | Write | Professional+ |
uplisting_update_booking_notes | Add or update internal notes on a specific Uplisting booking. | Write | Professional+ |
HubSpot
| Tool | Description | Tier | Plan |
|---|---|---|---|
hubspot_add_note | Add a note to a HubSpot contact's timeline. Use to log chat outcome, follow-ups, or key customer insights after resolving a conversation. | Write | Professional+ |
hubspot_close_ticket | HubSpot ticket ID to close. | Write | Professional+ |
hubspot_create_contact | Create a new contact in HubSpot. Use when a new customer or lead provides their information and wants to be added to the CRM. | Write | Professional+ |
hubspot_create_deal | Create a new deal in HubSpot. Use when a new sales opportunity should be tracked in the pipeline. | Write | Professional+ |
hubspot_create_engagement | Log a call or meeting engagement in HubSpot. Use to record the outcome of phone calls and meetings with contacts. | Write | Professional+ |
hubspot_create_quote | Create a HubSpot quote associated with a deal. Returns a shareable quote link to send to the customer. Use hubspot_search_deals first to get the deal_id if needed. | Write | Professional+ |
hubspot_create_task | Create a follow-up task in HubSpot. Use to schedule callbacks, reminders, or action items associated with a contact. | Write | Professional+ |
hubspot_create_ticket | Create a support ticket in HubSpot for the customer's issue. Use when the customer wants to formally log a complaint, bug, or escalation. | Write | Professional+ |
hubspot_enroll_sequence | Enroll a HubSpot contact in an email sequence for automated follow-up. Requires the sequence ID and the enrolling rep's email address. | Write | Professional+ |
hubspot_get_company | Get full company details from HubSpot by company ID or search term (name or domain). Provide company_id if known, or search_term to look up by name/domain. | Read | Professional+ |
hubspot_get_contact | Get the full HubSpot contact profile by contact ID. Use when you already have a contact ID and need complete details. | Read | Professional+ |
hubspot_get_contact_companies | Get all companies associated with a HubSpot contact. Use to find what account or organization a contact belongs to. | Read | Professional+ |
hubspot_get_contact_tasks | Get all tasks associated with a HubSpot contact. Use to see pending follow-ups and scheduled actions. | Read | Professional+ |
hubspot_get_contact_tickets | Get all HubSpot support tickets for a contact. Use when a customer asks about their support history or open cases. | Read | Professional+ |
hubspot_get_contact_timeline | Get the recent engagement timeline for a HubSpot contact — calls, emails, meetings, and notes. | Read | Professional+ |
hubspot_get_deal | Get full deal details from HubSpot by deal ID including name, amount, stage, and close date. | Read | Professional+ |
hubspot_get_deals | Get all deals associated with a HubSpot contact. Use after finding a contact to show their purchase history or open opportunities. | Read | Professional+ |
hubspot_get_form_submissions | Get the forms a HubSpot contact has submitted. Shows which pages they visited, which forms they filled out, and when — useful for understanding lead source and intent. | Read | Professional+ |
hubspot_get_meetings | Get scheduled or past meetings for a HubSpot contact. Returns meeting title, time, outcome, and location. | Read | Professional+ |
hubspot_get_owners | List all HubSpot owners (sales reps and account managers). Use to find owner IDs for assigning contacts or deals. | Read | Professional+ |
hubspot_get_pipeline_stages | Get all pipeline stages for deals or tickets in HubSpot. Call this before hubspot_update_deal or hubspot_update_ticket to get valid stage IDs. | Read | Professional+ |
hubspot_get_ticket | Get a HubSpot support ticket by ID. Returns the ticket's current status, priority, and details. | Read | Professional+ |
hubspot_lost_deal | HubSpot deal ID to mark as lost. | Write | Professional+ |
hubspot_search_companies | Search HubSpot companies by name or domain. Returns matching company records with industry, size, and contact info. | Read | Professional+ |
hubspot_search_contact | Search HubSpot for a contact by email or phone number. Use when the customer provides their contact info and asks to be looked up. | Read | Professional+ |
hubspot_search_contacts | Search HubSpot contacts by name, company, or keyword. Returns up to 10 matching contacts. | Read | Professional+ |
hubspot_search_deals | Search HubSpot deals by name or pipeline stage. Use to find active deals, filter by stage, or search by keyword. | Read | Professional+ |
hubspot_search_tickets | Search HubSpot tickets by subject keyword. Use to find tickets by topic across all contacts. | Read | Professional+ |
hubspot_update_contact | Update one or more properties on a HubSpot contact, and optionally change the contact's primary associated company. Use to update email, phone, job title, or other CRM fields. Pass primary_company_id to reassign the company association (accepts a company ID or name/domain). | Write | Professional+ |
hubspot_update_deal | Update a HubSpot deal's stage, amount, close date, or other properties. Use to progress deals through the pipeline. | Write | Professional+ |
hubspot_update_ticket | Update a HubSpot ticket's status, priority, or other fields. Use to close, escalate, or progress support tickets. | Write | Professional+ |
hubspot_won_deal | HubSpot deal ID to mark as won. | Write | Professional+ |
Identity
| Tool | Description | Tier | Plan |
|---|---|---|---|
verify_contact | The 6-digit verification code the visitor received. | Read | Professional+ |
Integration
| Tool | Description | Tier | Plan |
|---|---|---|---|
copilot_studio_query | The exact question to forward to the Copilot Studio agent. | Read | Professional+ |
velaro_resync_integration_fields | Forces a fresh field-schema discovery for a CRM integration entity so newly-added | Write | Included with base bot |
ITSM
| Tool | Description | Tier | Plan |
|---|---|---|---|
servicenow_add_work_note | Add a work note or customer comment to a ServiceNow incident. is_customer_visible=true sends as a comment the caller sees. | Write | Professional+ |
servicenow_approve_request | Approve a ServiceNow approval request by its sys_id and optional comments. | Write | Professional+ |
servicenow_check_service_status | Check if a named IT service has active P1/P2 incidents indicating an outage or degradation. | Read | Professional+ |
servicenow_close_incident | Close or resolve a ServiceNow incident. Sets state to Resolved and records resolution notes. | Write | Professional+ |
servicenow_create_facilities_request | Create a facilities/workplace service request in ServiceNow. | Write | Professional+ |
servicenow_create_hr_case | Create a ServiceNow HR Service Delivery case for HR inquiries. | Write | Professional+ |
servicenow_create_incident | Create a new ServiceNow incident. Use when a user reports a problem or IT issue. | Write | Professional+ |
servicenow_create_service_request | Submit a new ServiceNow service catalog request. | Write | Professional+ |
servicenow_escalate_incident | Escalate a ServiceNow incident to High urgency and log an escalation note. | Write | Professional+ |
servicenow_get_active_outages | Get all active P1/P2 incidents (outages) from ServiceNow. No parameters required. | Read | Professional+ |
servicenow_get_article | Get the full text of a ServiceNow Knowledge Base article by number (e.g. KB0010001). | Read | Professional+ |
servicenow_get_asset | Get a ServiceNow asset by asset tag or name. Returns asset details, model, status, and assigned user. | Read | Professional+ |
servicenow_get_assignment_groups | List ServiceNow IT assignment groups matching a keyword. Useful for finding the right team to assign a ticket to. | Read | Professional+ |
servicenow_get_catalog_items | Search the ServiceNow service catalog for available items. Returns items matching the keyword. | Read | Professional+ |
servicenow_get_change_request | Get a ServiceNow change request by number (e.g. CHG0010001). Returns type, state, risk, and schedule. | Read | Professional+ |
servicenow_get_configuration_item | Get a ServiceNow CMDB Configuration Item (CI) by name. Returns technical details including class, status, and relationships. | Read | Professional+ |
servicenow_get_hr_case | Get a ServiceNow HR case by its case number. | Read | Professional+ |
servicenow_get_incident | Get a ServiceNow incident by number (e.g. INC0010001). Returns full incident details including state, priority, and assignment. | Read | Professional+ |
servicenow_get_incident_updates | Get work notes and comments (activity journal) for a ServiceNow incident by number. | Read | Professional+ |
servicenow_get_maintenance_windows | Get upcoming scheduled maintenance windows (scheduled change requests) within N days. | Read | Professional+ |
servicenow_get_on_call | Find who is on-call for a specific ServiceNow assignment group. | Read | Professional+ |
servicenow_get_open_tasks | Get open ServiceNow tasks assigned to a user by email. | Read | Professional+ |
servicenow_get_pending_approvals | Get pending ServiceNow approval requests for an approver by email. | Read | Professional+ |
servicenow_get_problem | Get a ServiceNow problem record by number (e.g. PRB0010001). | Read | Professional+ |
servicenow_get_request_status | Get the status of a ServiceNow service request (approval and fulfillment state). | Read | Professional+ |
servicenow_get_service_request | Get a ServiceNow service request by number (RITM or REQ). Returns status and request details. | Read | Professional+ |
servicenow_get_upcoming_changes | Get change requests scheduled to start in the next N days (default 7). | Read | Professional+ |
servicenow_get_user | Find a ServiceNow user by email or name. At least one parameter is required. | Read | Professional+ |
servicenow_get_user_incidents | Get all open ServiceNow incidents for a user by their email address. | Read | Professional+ |
servicenow_search_assets | Search ServiceNow asset management records by keyword and type. | Read | Professional+ |
servicenow_search_changes | Search ServiceNow change requests by keyword or state. | Read | Professional+ |
servicenow_search_incidents | Search ServiceNow incidents by caller email, status, or keyword. Returns matching incidents. | Read | Professional+ |
servicenow_search_knowledge | Search the ServiceNow Knowledge Base for published articles. Use to answer how-to questions before creating a ticket. | Read | Professional+ |
servicenow_search_problems | Search ServiceNow problem records by keyword or state. | Read | Professional+ |
servicenow_update_incident | Update an existing ServiceNow incident by number. Can change short_description, urgency, or state. | Write | Professional+ |
Klaviyo
| Tool | Description | Tier | Plan |
|---|---|---|---|
klaviyo_add_to_list | Add a customer email to a specific Klaviyo list by list ID. | Write | Professional+ |
klaviyo_get_lists | Returns all Klaviyo lists for this account — names and IDs. | Read | Professional+ |
klaviyo_get_profile | Look up a Klaviyo profile by email address. | Read | Professional+ |
klaviyo_track_event | Fire a custom Klaviyo event for a customer email (e.g. 'High Intent', 'VIP Offer Accepted', 'Cart Recovery Started'). | Write | Professional+ |
klaviyo_update_profile | Update a Klaviyo profile by email. Supports first_name, last_name, phone_number, and custom properties | Write | Professional+ |
Knowledge Base
| Tool | Description | Tier | Plan |
|---|---|---|---|
kb_article_search | Search the knowledge base for articles relevant to a customer question. Returns article titles, summaries, and links. Use proactively when answering factual questions. | Read | Included with base bot |
kb_config_diagnose | Deep diagnostic for a single AIConfiguration → Azure Search → indexer → skillset → workflow references. Read-only, site-scoped. | Read | Included with base bot |
kb_config_index_audit | Audit AIConfiguration.IndexName against live Azure Search. Optional siteId (superadmin only) to scope or use 0 for all sites. | Read | Included with base bot |
kb_config_index_relink | Update AIConfiguration.IndexName. Verifies the index exists in Azure Search. Site-isolated to the caller's site. | Write | Included with base bot |
kb_publish_status | Get status of a kb_publish_to_index job (queued vs completed, pages indexed, chunks). | Read | Included with base bot |
kb_publish_to_index | Enqueue a publish job — runs scraper-job ingestion into the named Azure Search index. Returns a handle to poll. | Write | Included with base bot |
kb_skillset_audit | Superadmin read-only audit of Azure Search skillsets. Returns total, orphan count, and orphan details. | Read | Included with base bot |
Magento
| Tool | Description | Tier | Plan |
|---|---|---|---|
magento_add_order_comment | Add a comment to a Magento order. Optionally update the order status. | Write | Professional+ |
magento_apply_coupon | Apply a coupon or promo code to a Magento guest cart. | Write | Professional+ |
magento_check_stock | Check real-time stock levels for a Magento product by SKU. Returns stock status and quantity. | Read | Professional+ |
magento_compare_products | Compare two Magento products side by side — prices, status, and key differences. When product images are available, the result includes an image_url for each product — reference it in your reply. Use when a customer asks 'what's the difference between X and Y?' or 'which is better, X or Y?' | Read | Professional+ |
magento_create_cart | Create a guest cart in Magento with items. Returns cart ID and checkout URL. | Write | Professional+ |
magento_customer_insights | Get deep customer intelligence from Magento — lifetime value, purchase frequency, | Read | Professional+ |
magento_get_cart | Get details of a Magento cart by cart ID. Returns items, quantities, prices, and total. | Read | Professional+ |
magento_get_categories | Get the Magento category tree. Returns all categories with names, levels, and product counts. No input required. | Read | Professional+ |
magento_get_company | Get a B2B company account from Adobe Commerce by company ID. Returns company profile, address, and admin contact. (B2B only) | Read | Professional+ |
magento_get_configurable_options | Get configurable product options (sizes, colors, etc.) for a Magento product by SKU. Returns variants with pricing and stock. | Read | Professional+ |
magento_get_credit_memos | Get credit memo (refund) details for a Magento order. Returns refund totals, state, and adjustments. | Read | Professional+ |
magento_get_invoice | Get invoice details for a Magento order. Returns invoice totals, state, and line items. | Read | Professional+ |
magento_get_negotiable_quotes | Get B2B negotiable quotes for a customer from Adobe Commerce. Returns open quotes with status and proposed totals. (B2B only) | Read | Professional+ |
magento_get_order | Get a Magento order by increment ID. Returns status, line items, total, shipping address, and customer info. | Read | Professional+ |
magento_get_recommendations | Get product recommendations from the same Magento category as a given product. Returns up to 5 related products with name, SKU, price, and URL. | Read | Professional+ |
magento_get_refunds | Get refund (credit memo) details for a Magento order. Returns refund amounts, state, and creation dates. | Read | Professional+ |
magento_get_requisition_lists | Get B2B requisition lists for a customer from Adobe Commerce. Returns saved purchasing lists with item counts. (B2B only) | Read | Professional+ |
magento_get_reviews | Get product reviews from Magento by product name. Returns average rating and individual reviews. | Read | Professional+ |
magento_get_shipping_methods | Get available shipping methods for a Magento cart. Returns carriers, methods, and prices. | Read | Professional+ |
magento_get_store_config | Get Magento store configuration including currency, locale, timezone, and base URL. | Read | Professional+ |
magento_get_tier_pricing | Get tier/volume pricing for a Magento product by SKU. Returns quantity thresholds, group pricing, and discounts. | Read | Professional+ |
magento_get_tracking | Get shipment tracking info for a Magento order. Returns tracking numbers and carrier details. | Read | Professional+ |
magento_get_wishlist | Get items from a Magento customer's wishlist. Returns saved products with names, SKUs, and prices. | Read | Professional+ |
magento_search_customers | Search for a Magento customer by email address. Returns customer profile, group, and order count. | Read | Professional+ |
magento_search_orders | Search recent Magento orders by customer email. Returns order list with status and totals. | Read | Professional+ |
magento_search_products | Search the Magento product catalog by keyword. Returns product name, SKU, price, type, and URL. | Read | Professional+ |
magento_update_cart | Update an item quantity in a Magento guest cart. Set qty to 0 to remove the item. | Write | Professional+ |
Monday
| Tool | Description | Tier | Plan |
|---|---|---|---|
monday_assign_user | Assign a team member to a Monday.com board item via the person column. | Write | Professional+ |
monday_create_item | Create a new item on a Monday.com board. Returns the new item ID. | Write | Professional+ |
monday_create_subitem | Create a subitem under an existing Monday.com board item. Returns the new subitem ID. | Write | Professional+ |
monday_create_update | Post a timeline update or comment to a Monday.com board item. | Write | Professional+ |
monday_get_board | Get Monday.com board structure — name, columns, and configuration. | Read | Professional+ |
monday_get_column_values | Get all column values for a Monday.com board item by name or ID — email, phone, status, dates, and custom fields. Use item_name to search by keyword when the numeric ID is unknown. | Read | Professional+ |
monday_get_item | Get full details for a Monday.com board item by name or ID — columns, status, group, and creation date. Use item_name to search by keyword when the numeric ID is unknown. | Read | Professional+ |
monday_get_subitems | Get all subitems for a Monday.com board item by name or numeric ID. Returns a list of child tasks with their status and details. | Read | Professional+ |
monday_get_updates | Get recent updates and comments on a Monday.com board item. | Read | Professional+ |
monday_get_users | Get the list of Monday.com workspace members — name, email, and title. | Read | Professional+ |
monday_list_boards | List available Monday.com boards with their IDs, names, and descriptions. | Read | Professional+ |
monday_move_item | Move a Monday.com item to a different group (pipeline stage). | Write | Professional+ |
monday_notify_user | Send an in-app Monday.com notification to a team member about a board item. | Write | Professional+ |
monday_push_lead | Capture visitor name, email, phone, and message and create a lead item on the configured Monday.com board. | Write | Professional+ |
monday_search_items | Search for items across Monday.com boards by keyword. Returns matching leads, projects, tasks, or contacts. | Read | Professional+ |
monday_set_status | Set the status column of a Monday.com board item to a new value (e.g. 'Done', 'In Progress', 'Stuck'). | Write | Professional+ |
monday_update_item | Update one or more column values on an existing Monday.com board item. Use column_values to update several fields in a single call instead of calling this skill repeatedly. | Write | Professional+ |
MSBookings
| Tool | Description | Tier | Plan |
|---|---|---|---|
ms_bookings_apple_book_appointment | Fetches available MS Bookings slots and sends a native Apple Messages Time Picker in one step. | Write | Professional+ |
NetSuite
| Tool | Description | Tier | Plan |
|---|---|---|---|
netsuite_add_case_note | Add a note to a NetSuite support case. Creates a CRM note record linked to the case. | Write | Professional+ |
netsuite_add_order_note | Add a note or memo to a NetSuite sales order. Updates the memo field on the order record. | Write | Enterprise |
netsuite_check_stock | Check NetSuite inventory stock levels for an item. Returns on-hand quantity, available quantity, on-order quantity, and backordered quantity. | Read | Professional+ |
netsuite_create_case | Create a new NetSuite support case. Collect the issue title and customer ID before calling. Optionally set priority (1=High, 2=Medium, 3=Low) and description. | Write | Professional+ |
netsuite_create_lead | Create a new contact record in NetSuite CRM for a prospective customer — filed as a Lead or as a full Customer record depending on the admin's Contact Creation setting (NetSuite integration config, overridable per workflow). Collect company name, email, phone, and interest area before calling. | Write | Professional+ |
netsuite_create_quote | Create a NetSuite estimate (quote) header record for a customer, with an optional memo and expected close date. Does not support line items. | Write | Professional+ |
netsuite_create_record | Create a new NetSuite record (support case, RMA/return, opportunity, quote, etc.). Collect required fields from the customer before calling. | Write | Professional+ |
netsuite_create_rma | Create a return merchandise authorization (RMA) in NetSuite. Requires the original order ID, return reason, and customer ID. Always confirm with the customer before calling. | Write | Enterprise |
netsuite_cti_setup_info | Get the site's current NetSuite click-to-dial (CTI) setup URL and paste-into-NetSuite instructions, or explain how to generate one if it doesn't exist yet. Read-only — never generates/rotates the token. | Read | Professional+ |
netsuite_get_cases | Get support cases for a customer. Returns case numbers, titles, status, and priority. Defaults to open cases only. | Read | Professional+ |
netsuite_get_cash_sale | Get a NetSuite cash sale record by internal ID. | Read | Professional+ |
netsuite_get_credit_memo | Get a specific NetSuite credit memo by its internal record ID. Returns memo number, date, amount, status, and line items. | Read | Professional+ |
netsuite_get_credit_memos | Get all credit memos for a customer by email. Returns credit memo numbers, dates, amounts, and status. | Read | Professional+ |
netsuite_get_customer | Get a NetSuite customer record by internal customer ID. Returns full account details including balance, credit limit, and billing terms. | Read | Professional+ |
netsuite_get_customer_balance | Get a NetSuite customer's financial summary: current balance, overdue balance, credit limit, unbilled orders, and payment terms. | Read | Professional+ |
netsuite_get_customer_contacts | Get all contacts associated with a NetSuite customer account. Returns names, emails, phone numbers, and titles. | Read | Professional+ |
netsuite_get_employee | Get a NetSuite employee record by internal employee ID. | Read | Professional+ |
netsuite_get_estimate | Retrieve a specific NetSuite estimate (quote) by ID. Returns line items, totals, status, and expiry date. | Read | Professional+ |
netsuite_get_invoice | Get a specific NetSuite invoice by ID. Returns invoice number (tranid), date, status, and total. NOTE: due date, amount paid, and amount remaining are not available from the transaction view — do not claim those fields are returned. | Read | Professional+ |
netsuite_get_item_pricing | Get pricing information for a NetSuite item by item ID or SKU. Returns item name, base price, and cost where available. Price columns are dropped automatically on accounts where they are not accessible. | Read | Professional+ |
netsuite_get_open_invoices | Get all open (unpaid) NetSuite invoices for a customer by email. Returns invoices sorted by due date, overdue first. | Read | Professional+ |
netsuite_get_open_vendor_bills | Get all open (unpaid) NetSuite vendor bills for a vendor by email. Returns bills sorted by due date, overdue first. | Read | Professional+ |
netsuite_get_opportunity | Get a specific NetSuite opportunity (deal) record by ID. Returns stage, probability, amount, expected close date, and linked customer. | Read | Professional+ |
netsuite_get_order | Get a NetSuite sales order with full line item details by order ID. Returns header info plus all ordered items. | Read | Professional+ |
netsuite_get_order_fulfillment_status | Check whether a NetSuite sales order has shipped by looking up its linked item fulfillment record(s). | Read | Professional+ |
netsuite_get_order_history | Get the full order history for a customer by email. Returns all sales orders sorted newest first. | Read | Professional+ |
netsuite_get_payment_history | Get payment history for a customer by email. Returns payments with dates, amounts, and payment methods. | Read | Professional+ |
netsuite_get_purchase_order | Get a NetSuite purchase order by internal record ID. | Read | Professional+ |
netsuite_get_purchase_order_receipt_status | Check whether a NetSuite purchase order has been received by looking up its linked item receipt record(s). | Read | Professional+ |
netsuite_get_record | Fetch full details of a specific NetSuite record by type and internal ID. Use after search to get complete record data. | Read | Professional+ |
netsuite_get_rma | Get return merchandise authorizations (RMAs) from NetSuite. Look up a specific RMA by ID or list all returns for a customer by email. | Read | Professional+ |
netsuite_get_subsidiaries | List all active NetSuite subsidiaries (legal entities, locations, or regions). No parameters required. | Read | Professional+ |
netsuite_get_vendor | Get a NetSuite vendor record by internal vendor ID. | Read | Professional+ |
netsuite_restlet | Call a named custom NetSuite RESTlet (SuiteScript) for advanced business logic. Use restlet_name to select which script to call when multiple are registered. | Read | Enterprise |
netsuite_search | Search NetSuite records using a SuiteQL WHERE clause. Use when the customer asks about orders, invoices, cases, quotes, or any NetSuite data. | Read | Professional+ |
netsuite_search_cash_sales | Search NetSuite cash sales by customer email or date range. Returns transaction number, date, status, and totals. | Read | Professional+ |
netsuite_search_customer | Search NetSuite customer records by email, name, phone number, or company name. Provide at least one search parameter. | Read | Professional+ |
netsuite_search_employees | Search NetSuite employee records by email or name. Provide at least one search parameter. | Read | Professional+ |
netsuite_search_items | Search NetSuite inventory items by keyword (name/description) or exact SKU. Case-insensitive. Returns item name, description, price, and type. Supports searching for multiple items in one call. | Read | Professional+ |
netsuite_search_leads | Search NetSuite leads/prospects by email, company name, or lead source. Use before creating a new lead to avoid duplicates. | Read | Professional+ |
netsuite_search_opportunities | Search NetSuite opportunities by customer name, stage, or minimum probability. Returns deal title, stage, probability, and projected total. | Read | Professional+ |
netsuite_search_orders | Search NetSuite sales orders by customer email, status, or date range. Returns order number, date, status, and totals. | Read | Professional+ |
netsuite_search_purchase_orders | Search NetSuite purchase orders by vendor email, status, or date range. Returns PO number, date, status, and totals. | Read | Professional+ |
netsuite_search_vendor | Search NetSuite vendor records by email, name, phone number, or company name. Provide at least one search parameter. | Read | Professional+ |
netsuite_test_connection | Run a connectivity test against NetSuite. Returns customer count, sample records, and per-query error details for diagnosing search failures. | Read | Professional+ |
netsuite_update_case | Update a NetSuite support case status, priority, or memo. Only the fields you provide are changed. | Write | Professional+ |
netsuite_update_customer | Update fields on a NetSuite customer record. Provide the customer_id and a fields object with the key/value pairs to change. | Write | Professional+ |
netsuite_update_lead | Update an existing NetSuite lead — company name, email, phone, status, or notes. Requires lead_id. | Write | Professional+ |
netsuite_update_opportunity | Update an existing NetSuite opportunity — stage, close date, amount, probability, or notes. Requires opportunity_id. | Write | Professional+ |
netsuite_update_record | Update fields on an existing NetSuite record. Requires the record type and internal ID from a previous search. | Write | Enterprise |
Notion
| Tool | Description | Tier | Plan |
|---|---|---|---|
notion_create_lead | Create a lead/contact record in your Notion database from this chat conversation. Use when a visitor qualifies as a lead or requests follow-up. Automatically includes conversation context. | Write | Professional+ |
notion_search | Search your Notion workspace for relevant documentation, policies, FAQs, or product information. Call this before answering product/policy/pricing questions to get the most accurate, up-to-date answer from your team's own docs. | Read | Professional+ |
OutlookCalendar
| Tool | Description | Tier | Plan |
|---|---|---|---|
outlook_calendar_apple_book_slot | Checks Outlook Calendar availability and sends a native Apple Messages Time Picker in one step. | Write | Professional+ |
outlook_calendar_book | Create an Outlook Calendar meeting event. Sends a calendar invite to the organizer and optionally a confirmation to the visitor. | Write | Professional+ |
outlook_calendar_cancel | Cancel an Outlook Calendar meeting event. Sends a cancellation notice to all attendees. Always confirm with the customer before calling this. | Write | Professional+ |
outlook_calendar_get_available_range | Get available Outlook Calendar meeting slots across a date range (up to 14 days). | Read | Professional+ |
outlook_calendar_get_slots | Get available meeting slots from Outlook Calendar for a given date. Returns a list of free time slots the customer can choose from. | Read | Professional+ |
Payments
| Tool | Description | Tier | Plan |
|---|---|---|---|
payment_create_link | Create a hosted payment link the customer can pay on the provider's domain. | Read | Included with base bot |
Pipedrive
| Tool | Description | Tier | Plan |
|---|---|---|---|
pipedrive_add_activity | Log an activity (call, meeting, email, task) in Pipedrive against a person or deal. | Write | Professional+ |
pipedrive_add_note | Add a note to a Pipedrive person or deal. At least one of person_id or deal_id should be provided. | Write | Professional+ |
pipedrive_create_deal | Create a new deal in Pipedrive, optionally linked to a person and with a value. | Write | Professional+ |
pipedrive_create_person | Create a new person (contact) in Pipedrive CRM. | Write | Professional+ |
pipedrive_get_activities | Get scheduled and completed activities for a Pipedrive person. | Read | Professional+ |
pipedrive_get_person | Get a Pipedrive person's full profile by their person ID. | Read | Professional+ |
pipedrive_get_person_deals | Get all deals linked to a Pipedrive person by their person ID. | Read | Professional+ |
pipedrive_lost_deal | Pipedrive deal ID. | Write | Professional+ |
pipedrive_search_deals | Search Pipedrive deals by keyword. Returns matching deals with status and value. | Read | Professional+ |
pipedrive_search_organizations | Search for Pipedrive organizations (companies) by name. | Read | Professional+ |
pipedrive_search_person | Search Pipedrive for a person by email or name. Returns person details and open deal count. | Read | Professional+ |
pipedrive_search_person_by_email | Search for a Pipedrive person by their email address. | Read | Professional+ |
pipedrive_update_deal | Update a Pipedrive deal's stage, value, or status. | Write | Professional+ |
pipedrive_won_deal | Pipedrive deal ID. | Write | Professional+ |
POS
| Tool | Description | Tier | Plan |
|---|---|---|---|
clover_check_item_availability | Check whether a specific item is currently available in Clover POS by name. | Read | Professional+ |
clover_get_categories | Get all item categories from Clover POS. | Read | Professional+ |
clover_get_customer | Look up a specific customer profile from Clover POS by customer ID. | Read | Professional+ |
clover_get_discounts | Retrieve active discounts and promotions from the Clover POS system. | Read | Professional+ |
clover_get_employees | Retrieve the staff list (names and roles) from the Clover POS system. | Read | Professional+ |
clover_get_hours | Get the store's operating hours from Clover POS. | Read | Professional+ |
clover_get_item | Get full details for a specific Clover POS item by its ID. | Read | Professional+ |
clover_get_items_by_tag | Find Clover POS menu items that have a specific tag or dietary label (e.g. vegan, gluten-free, spicy). | Read | Professional+ |
clover_get_merchant_info | Get store name, address, phone number, and website from Clover POS. | Read | Professional+ |
clover_get_modifiers | Get customization options (sizes, toppings, add-ons) for a specific Clover POS item. | Read | Professional+ |
clover_get_order | Look up a specific order from Clover POS by its order ID. | Read | Professional+ |
clover_get_payment_methods | Retrieve the payment methods accepted by this Clover merchant (cash, credit, debit, Apple Pay, Google Pay, etc.). | Read | Professional+ |
clover_get_recent_orders | Retrieve the 10 most recent orders from Clover POS. | Read | Professional+ |
clover_get_tags | Retrieve all item tags (dietary labels, allergens, attributes) from the Clover POS system. | Read | Professional+ |
clover_search_customers | Search for customers in Clover POS by name, email, or phone. | Read | Professional+ |
clover_search_items | Search for items in the Clover POS catalog by name. | Read | Professional+ |
toast_get_allergen_info | Get allergen and ingredient info for a menu item from Toast POS by item name. | Read | Professional+ |
toast_get_discounts | Get active discounts and promotions configured in Toast POS. | Read | Professional+ |
toast_get_hours | Get restaurant operating hours from Toast POS. | Read | Professional+ |
toast_get_items_by_tag | Find menu items matching a dietary tag or preference (vegan, gluten-free, vegetarian, etc.). | Read | Professional+ |
toast_get_menu_groups | Get menu categories and groups from Toast POS. | Read | Professional+ |
toast_get_menu_item | Get details for a specific menu item by name from Toast POS. | Read | Professional+ |
toast_get_modifiers | Get modifier groups and customization options for a specific menu item. | Read | Professional+ |
toast_get_order | Get a specific Toast POS order by order ID. | Read | Professional+ |
toast_get_restaurant_info | Get restaurant name, address, and contact information from Toast POS. | Read | Professional+ |
toast_get_restaurant_services | Check which ordering modes the restaurant supports: dine-in, takeout, delivery, online ordering. | Read | Professional+ |
toast_get_shift_info | Get current shift info — employees clocked in right now. Requires Toast labor permissions. | Read | Professional+ |
toast_get_specials | Find specials, featured, or seasonal menu items from Toast POS. | Read | Professional+ |
toast_get_table_order | Get the active order for a specific table number in the restaurant. | Read | Professional+ |
toast_search_menu | Search Toast POS menu items by keyword, dish name, or ingredient. | Read | Professional+ |
Recruiting
| Tool | Description | Tier | Plan |
|---|---|---|---|
recruiting_search_jobs | Search the company's open job listings by keyword, department, and/or location. Returns title, department, location, employment type, description excerpt, and apply URL. | Read | Professional+ |
recruiting_submit_application | Record a candidate's job application and notify the site's recruiter by email. | Write | Professional+ |
Reporting
| Tool | Description | Tier | Plan |
|---|---|---|---|
get_call_attribution_data | Get recent inbound-call marketing attribution (source, campaign, medium) for this site from CallRail and native tracking numbers. | Read | Professional+ |
tag_number_with_campaign | Assign or clear a marketing campaign label on one of this site's phone numbers so inbound calls are attributed to that campaign. | Write | Professional+ |
velaro_diagnose_conversation | Diagnoses bot behavior for a specific conversation. Returns the full prompt layer stack | Read | Professional+ |
velaro_get_account_utilization | Get account-wide conversation KPIs (volume, resolution/missed rate, channel/team mix, bot-vs-human handling) for a lookback window. | Read | Professional+ |
velaro_get_agent_availability | Get real-time agent online/available/busy status and current conversation counts. | Read | Professional+ |
velaro_get_agent_performance | Get per-agent conversation count, average duration, and resolution rate for a date range. | Read | Professional+ |
velaro_get_agent_utilization | Get per-agent occupancy/availability/conversations-handled plus account-wide utilization KPIs for a lookback window. | Read | Professional+ |
velaro_get_bot_containment | Get bot containment rate: AI-resolved vs human-escalated conversations. | Read | Professional+ |
velaro_get_call_report | Get phone call KPIs and breakdowns (outcome, team, hour, day of week) for a lookback window. | Read | Professional+ |
velaro_get_channel_breakdown | Get conversation count broken down by channel source. | Read | Professional+ |
velaro_get_chat_intelligence_overview | Get Chat Intelligence theme breakdown and missed-chat reasons for a date range. | Read | Professional+ |
velaro_get_contact_history | Get all conversations for a contact by contactId or email address. | Read | Professional+ |
velaro_get_conversation_stats | Get conversation volume, resolution rates, AI deflection rate, and average duration for a date range. | Read | Professional+ |
velaro_get_conversation_themes | Analyze conversation themes by keyword clustering. Returns categorized theme breakdown. | Read | Professional+ |
velaro_get_conversation_volume_trends | Get conversation volume trends (total, resolved, missed, AI-resolved) over time with period comparison and optional channel/agent breakdown. | Read | Professional+ |
velaro_get_customer_health | Get customer health score distribution, trend, and KPIs. | Read | Professional+ |
velaro_get_executive_summary | Get a comprehensive executive summary: volume, resolution, response times, top agent, top channel, missed chats, and narrative. | Read | Professional+ |
velaro_get_hourly_patterns | Get a heatmap of conversations per hour and day of week to identify peak times. | Read | Professional+ |
velaro_get_ivr_report | Get IVR (phone tree) KPIs and breakdowns (outcome, team, hour, day of week, duration, error code) for a lookback window. | Read | Professional+ |
velaro_get_kb_usage | Get knowledge base article hit counts and top articles. | Read | Professional+ |
velaro_get_live_queue_status | Get real-time queue depth per team and available agent counts. | Read | Professional+ |
velaro_get_message_volume_trends | Get message volume trends (agent, customer, bot) over time with period comparison, channel breakdown, and peak/quiet analysis. | Read | Professional+ |
velaro_get_missed_chats | Get missed and abandoned conversation counts grouped by day and reason. | Read | Professional+ |
velaro_get_response_times | Get first-response and handle time statistics grouped by channel. | Read | Professional+ |
velaro_get_schedule_adherence | Get per-agent schedule adherence percent, late logins, and excused days for a lookback window. | Read | Professional+ |
velaro_get_sentiment_trends | Get sentiment trends with EWMA vs simple-average comparison, at-risk contacts, and agent breakdown. | Read | Professional+ |
velaro_get_sla_compliance | Get SLA compliance rate based on first-response time vs a configurable target. | Read | Professional+ |
velaro_get_survey_scores | Get survey submission counts and CSAT scores from post-chat surveys and tickets. | Read | Professional+ |
velaro_get_team_performance | Get per-team conversation count, resolution rate, average duration, and missed count. | Read | Professional+ |
velaro_get_ticket_metrics | Get ticket volume, status breakdown, and average time to resolve. | Read | Professional+ |
velaro_get_topics_analysis | Get top 20 most frequent keywords from visitor messages, excluding stop words. | Read | Professional+ |
velaro_search_conversations | Search conversation messages for a keyword or phrase. Returns up to 50 matching conversations. | Read | Professional+ |
Salesforce
| Tool | Description | Tier | Plan |
|---|---|---|---|
salesforce_add_case_comment | Add a public comment to a Salesforce case. Creates a CaseComment record visible in the customer portal. | Write | Professional+ |
salesforce_add_note | Add a rich-text note to a Salesforce record (Contact, Account, Opportunity, or Case). Creates ContentNote and links via ContentDocumentLink. | Write | Professional+ |
salesforce_close_case | Salesforce case ID. | Write | Professional+ |
salesforce_close_opportunity_lost | Salesforce opportunity ID. | Write | Professional+ |
salesforce_close_opportunity_won | Salesforce opportunity ID. | Write | Professional+ |
salesforce_create_case | Create a new support case in Salesforce. Use when a customer reports an issue that needs formal tracking. | Write | Professional+ |
salesforce_create_contact | Create a new contact record in Salesforce. Use when a new customer needs to be added to the CRM. | Write | Professional+ |
salesforce_create_lead | Create a new lead in Salesforce for a prospective customer. Use when someone expresses interest and should enter the sales pipeline. | Write | Professional+ |
salesforce_create_opportunity | Create a new sales opportunity in Salesforce. Requires name, stage, and close date. | Write | Professional+ |
salesforce_create_quote | Create a draft Salesforce Quote linked to an existing Opportunity. Requires name and opportunityId. | Write | Enterprise |
salesforce_create_task | Create a follow-up task in Salesforce. Can be linked to a contact, lead, opportunity, or account. | Write | Professional+ |
salesforce_get_account | Get full details for a Salesforce account by its Id. | Read | Professional+ |
salesforce_get_account_contacts | Get all contacts associated with a Salesforce account. Returns up to 20 contacts. | Read | Professional+ |
salesforce_get_case | Get a Salesforce support case by Case Number (customer-facing, e.g. 00001234) or internal Id. Returns CaseNumber, Subject, Status, Priority, and Description. | Read | Professional+ |
salesforce_get_contact | Get full details for a Salesforce contact by their Salesforce Id. Use after salesforce_search_contact to retrieve the complete record. | Read | Professional+ |
salesforce_get_contact_cases | Get recent support cases for a Salesforce contact. Returns up to 10 cases ordered by creation date descending. | Read | Professional+ |
salesforce_get_contact_opportunities | Get opportunities associated with a Salesforce contact via OpportunityContactRole. Returns deals linked to the contact. | Read | Professional+ |
salesforce_get_lead | Get full details for a Salesforce lead by its Id. | Read | Professional+ |
salesforce_get_opportunity | Get full details for a Salesforce opportunity by its Id. | Read | Professional+ |
salesforce_get_order | Get full details for a Salesforce Order by its Id, including all order line items. | Read | Enterprise |
salesforce_get_quote | Get full details for a Salesforce Quote by its Id, including all quote line items. | Read | Enterprise |
salesforce_get_tasks | Get open tasks in Salesforce linked to a contact, lead, opportunity, or account. Provide whoId or whatId. | Read | Professional+ |
salesforce_search_accounts | Search Salesforce accounts by company name or website. Returns matching accounts with key details. | Read | Professional+ |
salesforce_search_cases | Search Salesforce cases by subject keyword. Returns matching cases with status and priority. | Read | Professional+ |
salesforce_search_contact | Search Salesforce for a contact by email, name, or phone. Use when the customer provides their info and asks to be looked up. | Read | Professional+ |
salesforce_search_leads | Search Salesforce leads by name or email. Returns matching lead records. | Read | Professional+ |
salesforce_search_opportunities | Search Salesforce opportunities by name or keyword. Returns matching deals with stage and amount. | Read | Professional+ |
salesforce_search_orders | Search Salesforce Order records by order number or account/customer name. Returns matching orders with status and total. | Read | Enterprise |
salesforce_search_products | Search the Salesforce product catalog by keyword. Returns product details and list price from the standard pricebook. | Read | Enterprise |
salesforce_search_quotes | Search Salesforce Quote records by name or related account/opportunity name. | Read | Enterprise |
salesforce_update_case | Update a Salesforce case's status, priority, or description. Provide the case Id and fields to change. | Write | Professional+ |
salesforce_update_contact | Update an existing Salesforce contact. Provide the contact Id and any fields to change. | Write | Professional+ |
salesforce_update_lead | Update an existing Salesforce lead. Provide the lead Id and any fields to change. | Write | Professional+ |
salesforce_update_opportunity | Update an existing Salesforce opportunity. Provide the opportunity Id and any fields to change. | Write | Professional+ |
Shopify
| Tool | Description | Tier | Plan |
|---|---|---|---|
shopify_add_order_note | Add an internal note to a Shopify order for tracking. Notes are visible in Shopify admin but not to the customer. | Write | Professional+ |
shopify_apply_coupon | Validate a Shopify discount code and present it to the customer with checkout instructions. | Write | Professional+ |
shopify_check_stock | Check a Shopify product's inventory level across all variants. Use after shopify_search_products to verify availability. If total inventory < 10, use urgency language in your response (e.g., 'Only X left in stock!'). Returns per-variant quantities. | Read | Enterprise |
shopify_compare_products | Compare two Shopify products side by side — prices, stock levels, variant options, and key differences. When product images are available, the result includes an image_url for each product — reference it in your reply. Use when a customer asks 'what's the difference between X and Y?' or 'which is better, X or Y?' | Read | Enterprise |
shopify_create_customer | Create a new customer in Shopify. Check if customer exists first with shopify_get_customer. | Write | Enterprise |
shopify_create_fulfillment | Fulfill a Shopify order — mark it as shipped with tracking info and optionally notify the customer. | Write | Professional+ |
shopify_create_quote | Create a Shopify draft order (quote) with specific products and quantities, then return a checkout link for the customer. Use shopify_search_products first to get variant IDs. Only call this after confirming items and quantities with the customer. | Read | Enterprise |
shopify_estimate_shipping | Get shipping zones and estimated rates for a destination country/region. | Read | Enterprise |
shopify_get_abandoned_cart | Find a customer's abandoned Shopify cart by email and return a recovery URL to complete their purchase. | Read | Professional+ |
shopify_get_blog_articles | Search Shopify blog articles by keyword. Returns title, summary, author, and publish date. | Read | Professional+ |
shopify_get_cart | Retrieves the customer's cart. Returns the LIVE cart when the conversation started from the storefront widget (no arguments needed); falls back to the customer's most recent abandoned checkout via email/customer_id otherwise. | Read | Professional+ |
shopify_get_collections | List product collections from the Shopify store. Returns title, handle, and product count for each collection. | Read | Professional+ |
shopify_get_customer | Look up a Shopify customer profile by email address. Returns order count, total spent, tags, and customer ID needed for shopify_get_recent_orders. Call this first when a customer asks about their account or order history. | Read | Enterprise |
shopify_get_customer_addresses | Get all saved addresses for a Shopify customer. Requires customer_id from shopify_get_customer. | Read | Enterprise |
shopify_get_customer_insights | Get deep customer intelligence from Shopify — lifetime value, purchase frequency, | Read | Enterprise |
shopify_get_discount_codes | Retrieve active discount codes from the Shopify store. Returns title, code, status, and discount value. | Read | Professional+ |
shopify_get_draft_orders | Look up Shopify draft orders (quotes) by customer email or status. Returns line items and totals. | Read | Professional+ |
shopify_get_fulfillment_orders | Get fulfillment orders for a Shopify order, showing assigned locations and line item fulfillment status. | Read | Enterprise |
shopify_get_gift_card | Look up a Shopify gift card by code. Returns balance, status, and expiry date. | Read | Enterprise |
shopify_get_inventory_levels | Get inventory levels per location for a product or all items at a location. Provide either product_id or location_id. | Read | Enterprise |
shopify_get_locations | Get the store's fulfillment locations including addresses and active status. | Read | Enterprise |
shopify_get_markets | Get the store's international selling markets including regions, currencies, and status. | Read | Enterprise |
shopify_get_metafields | Fetch custom metafields for a Shopify product or order by numeric GID. IMPORTANT: resource_id must use the numeric product ID, e.g. 'gid://shopify/Product/9373570498728'. If you only know the product name, call shopify_search_products first to get the GID. | Read | Professional+ |
shopify_get_order | Look up a specific Shopify order by order number (e.g. '1234' or '#1234'). Returns order status, items, shipping address, and fulfillment info. Call this before offering a return or tracking lookup. | Read | Enterprise |
shopify_get_order_notes | Retrieve order notes and event history for a Shopify order. Returns messages and dates. | Read | Professional+ |
shopify_get_order_risk | Get fraud/risk assessment for a Shopify order. | Read | Enterprise |
shopify_get_pages | Get store pages (About Us, FAQ, policies, etc.) from Shopify. | Read | Enterprise |
shopify_get_price_rules | Get active price rules (discounts, coupons) from the Shopify store. | Read | Enterprise |
shopify_get_product_details | Retrieve complete Shopify product details by product ID, including variants, images, and pricing. | Read | Professional+ |
shopify_get_product_variants | Retrieve all variants for a Shopify product — sizes, colors, options, pricing, and stock levels. | Read | Professional+ |
shopify_get_recent_orders | Get a Shopify customer's recent order history. Call shopify_get_customer first to get the customer_id. Returns up to 10 most recent orders with status, items, and totals. Use to identify VIP customers and personalize recommendations. | Read | Enterprise |
shopify_get_recommendations | Find related Shopify product recommendations based on a source product. Use when a customer asks what goes well with a product, wants similar items, or you want to upsell after finding a product. Returns up to 5 related products from the same product type or collection. | Read | Enterprise |
shopify_get_refunds | List all refunds for a specific Shopify order by order number. Returns refund id, amount, note, and date. | Read | Professional+ |
shopify_get_reviews | Fetch product reviews from Judge.me for a Shopify product. Returns average rating, review count, and top reviews. | Read | Professional+ |
shopify_get_selling_plans | Get subscription/recurring selling plan groups from the Shopify store. | Read | Enterprise |
shopify_get_shipping_zones | Retrieve Shopify shipping zones with countries and rate names/prices. No parameters required. | Read | Professional+ |
shopify_get_shop_info | Retrieve Shopify store configuration — shop name, domain, currency, plan, and timezone. No parameters required. | Read | Professional+ |
shopify_get_store_policies | Retrieve the Shopify store's live policy documents — return/refund, shipping, privacy, terms of service, and subscription policies. | Read | Professional+ |
shopify_get_tracking | Get shipping and tracking information for a Shopify order. Use when the customer asks where their order is, wants a tracking number, or asks if their order has shipped. | Write | Enterprise |
shopify_get_transactions | Get payment transactions for a Shopify order including amounts, payment methods, and statuses. | Read | Enterprise |
shopify_recover_cart | Proactively recover an abandoned Shopify checkout — fetch the incomplete cart by email, | Read | Professional+ |
shopify_search_orders | Search Shopify orders by customer name, email, or order number. Returns matching orders with status and totals. | Read | Professional+ |
shopify_search_products | Search the Shopify product catalog by keyword. Returns product details, pricing, availability, and variant information. Use when a customer asks about products, availability, pricing, or wants to compare options. Call this before shopify_create_quote to get variant IDs. | Read | Enterprise |
shopify_send_order_invoice | Send an invoice email for a Shopify draft order. Use after shopify_create_quote. | Write | Enterprise |
shopify_update_customer | Update a Shopify customer's profile (name, email, phone, tags, note). Requires customer_id. | Write | Enterprise |
shopify_update_order_tags | Add tags to a Shopify order. Provide order_number (e.g. '1004') or order_id (GID). Use for internal categorization — priority, VIP, support channel, review flags, etc. | Write | Professional+ |
Square
| Tool | Description | Tier | Plan |
|---|---|---|---|
square_book_appointment | Book a Square appointment. Confirm the service, time, and customer details before calling. Returns the booking ID which the customer may need to cancel or reschedule. | Write | Professional+ |
square_check_availability | Search for available Square appointment slots for a service. Returns bookable start times within the date range. Call square_list_services first to get the service_variation_id. | Read | Professional+ |
square_check_gift_card | Check the current balance on a Square gift card by its GAN (Gift Account Number — the number printed on the card). | Read | Professional+ |
square_check_inventory | Check current inventory count for a Square item variation at the store location. Requires a variation ID (from square_get_catalog_item), not a parent item ID. | Read | Professional+ |
square_create_checkout_link | Create a Square payment link to share with a customer in chat. Returns a URL the customer can click to pay securely online. Provide the amount in cents and a short description. | Write | Professional+ |
square_create_customer | Create a new Square customer profile. Always call square_get_customer first to avoid duplicates. Returns the new customer ID for use in bookings and loyalty. | Write | Professional+ |
square_get_catalog_item | Get full details for a Square catalog item by ID, including all price variations, images, and related objects. Use the item ID from square_search_catalog. | Read | Professional+ |
square_get_customer | Look up a Square customer by email, phone, or customer ID. Returns customer profile including the ID needed for bookings, loyalty, and order lookups. | Read | Professional+ |
square_get_customer_bookings | Get up to 10 upcoming and recent appointments for a Square customer. Use this when the customer wants to view, cancel, or reschedule but doesn't have a booking ID. | Read | Professional+ |
square_get_customer_segments | Get Square customer segments. With a customer_id, returns which segments that customer belongs to (e.g. High Spenders, First Time Buyers). Without customer_id, lists all segment definitions. | Read | Professional+ |
square_get_invoice | Get full details for a specific Square invoice by ID. Returns payment requests, due dates, amounts, status, and a public URL the customer can use to pay. | Read | Professional+ |
square_get_loyalty_balance | Look up a customer's Square Loyalty points balance by phone, email, or customer ID. Returns current balance and lifetime points. | Read | Professional+ |
square_get_loyalty_rewards | Get loyalty point adjustment history for a Square Loyalty account. Shows when points were earned, spent, or adjusted. Requires loyalty_account_id from square_get_loyalty_balance. | Read | Professional+ |
square_get_order | Get full details for a specific Square order by order ID. Returns line items, totals, taxes, discounts, and order state. | Read | Professional+ |
square_get_payment_history | Get up to 10 recent payment transactions at the Square location. Optionally filter by customer_id. Returns amount, status, payment method, and receipt URL. | Read | Professional+ |
square_get_subscription | Look up a Square subscription by subscription_id or customer_id. Returns plan status, billing dates, and renewal info. Useful for membership and recurring service businesses. | Read | Professional+ |
square_list_categories | List all Square catalog categories. Returns category names and IDs for browsing. Use category names as search terms in square_search_catalog. | Read | Professional+ |
square_list_invoices | List up to 10 recent Square invoices, optionally filtered by customer_id. Returns invoice status, title, due dates, and amounts owed. | Read | Professional+ |
square_list_locations | List all active Square business locations with addresses, phone numbers, and business hours. Use when a customer asks where to go, what the hours are, or how to visit in person. | Read | Professional+ |
square_list_services | List all bookable services from the Square catalog. Returns service names, descriptions, durations, prices, and variation IDs. The variation ID is required for square_check_availability. | Read | Professional+ |
square_redeem_loyalty_reward | Redeem a Square loyalty reward for a customer. Requires reward_id from square_get_loyalty_rewards. Always confirm with the customer first — this action is irreversible. | Write | Professional+ |
square_reschedule_appointment | Reschedule an existing Square appointment to a new time. Verify the new slot is available with square_check_availability first. Only the start time changes — service and staff remain the same. | Write | Professional+ |
square_search_catalog | Search the Square product catalog by keyword. Returns matching items with names, prices, and IDs. For appointment services, use square_list_services instead. | Write | Professional+ |
square_search_orders | Search recent Square orders at the business location. Returns up to 10 open and completed orders. For a specific order by ID, use square_get_order. | Read | Professional+ |
square_update_customer | Update a Square customer profile. Provide customer_id and only the fields to change. Get customer_id from square_get_customer. | Write | Professional+ |
Surveys
| Tool | Description | Tier | Plan |
|---|---|---|---|
velaro_trigger_survey | Proactively triggers a survey inline in the current conversation. Provide either | Write | Professional+ |
Velaro Focus
| Tool | Description | Tier | Plan |
|---|---|---|---|
focus_cluster_conversations | Groups conversations into AI-detected topic clusters and saves them to the Focus inbox pipeline. | Write | Professional+ |
focus_get_morning_briefing | Returns today's AI morning briefing: counts and conversation IDs for action-required, decision-required, waiting, and FYI categories. | Read | Professional+ |
focus_snooze_conversation | Snooze a conversation so it is hidden from the inbox until the specified time. | Write | Professional+ |
VelaroCRM
| Tool | Description | Tier | Plan |
|---|---|---|---|
native_crm_add_line_item | Add a product or custom line item to a CRM deal to build a quote or proposal. | Write | Professional+ |
native_crm_add_note | Add a note to a CRM deal. Use to capture conversation context, objections, or next steps. | Write | Professional+ |
native_crm_assign_deal | Assign a CRM deal to a workspace user (sets the deal owner). | Write | Professional+ |
native_crm_complete_activity | Mark a CRM activity as completed. Optionally record the outcome. | Write | Professional+ |
native_crm_create_company | Create a new company/account record in the Velaro CRM. | Write | Professional+ |
native_crm_create_contact | Create a new contact record in the Velaro native CRM. | Write | Professional+ |
native_crm_create_deal | Create a new deal in the Velaro CRM, linked to the current conversation and contact. Use when the visitor shows buying intent. | Write | Professional+ |
native_crm_create_ticket | Create a support ticket in Velaro's native ticketing system, routed to a team queue. | Write | Professional+ |
native_crm_get_activities | List CRM activities (tasks, calls, emails, meetings) for a deal or contact. | Read | Professional+ |
native_crm_get_buying_signals | Retrieve AI-detected buying signals (budget, timeline, intent, pain points) from conversations. | Read | Professional+ |
native_crm_get_company | Retrieve a company/account record from the Velaro CRM by ID. | Read | Professional+ |
native_crm_get_contact | Retrieve a contact record from the Velaro CRM by contact ID or email. | Read | Professional+ |
native_crm_get_deal | Get a specific native CRM deal by ID. Returns name, stage, amount, close date, and note count. | Read | Professional+ |
native_crm_get_deal_activities | List activities (tasks, calls, meetings) for a specific CRM deal. | Read | Professional+ |
native_crm_get_deal_contacts | List all contacts (stakeholders) linked to a deal, with their roles. | Read | Professional+ |
native_crm_get_deal_line_items | List products/services (line items) on a CRM deal with pricing breakdown. | Read | Professional+ |
native_crm_get_notes | Retrieve notes logged against a CRM deal. | Read | Professional+ |
native_crm_get_pipelines | List all active deal pipelines with their stages. Call this to discover valid stage names. | Read | Professional+ |
native_crm_get_tickets | Retrieve support tickets linked to a contact in the Velaro ticketing system. | Read | Professional+ |
native_crm_get_timeline | Get a unified chronological timeline of all touchpoints for a contact: conversations, notes, deals, activities, and buying signals. | Read | Professional+ |
native_crm_link_contact_to_deal | Link an existing contact to a deal as a stakeholder with a specified role. | Write | Professional+ |
native_crm_log_activity | Log a follow-up task, call, demo, email, or meeting in the Velaro CRM for the contact in this conversation. | Write | Professional+ |
native_crm_search_companies | Search CRM company/account records by name, domain, or industry. | Read | Professional+ |
native_crm_search_contacts | Search CRM contacts by name, email, company, or phone. | Read | Professional+ |
native_crm_search_deals | Search native CRM deals by name, contact, or stage. Returns a list with name, stage, and amount for each matching deal. | Read | Professional+ |
native_crm_search_products | Search the CRM product/service catalog by name, SKU, or category. | Read | Professional+ |
native_crm_suggest_next_action | Analyze a CRM deal and recommend the single most impactful next action to advance it toward close. | Read | Professional+ |
native_crm_update_company | Update fields on an existing CRM company record. Only supplied fields are modified. | Write | Professional+ |
native_crm_update_contact | Update fields on an existing CRM contact. Only supplied fields are modified. contact_id is optional — omit it to update the current conversation's own contact. | Write | Professional+ |
native_crm_update_deal | Update stage, amount, close date, or add a note to an existing deal in the Velaro CRM. | Write | Professional+ |
native_crm_update_ticket | Update the status, priority, or assignee of a support ticket. | Write | Professional+ |
Voice
| Tool | Description | Tier | Plan |
|---|---|---|---|
bridge_call_to_agent | Bridges the current IVR phone call to a live agent. | Read | Professional+ |
initiate_click_to_call | Initiates an outbound phone call to the customer and routes them to an available agent. | Read | Professional+ |
offer_callback | Offer and schedule a phone callback for the customer. | Write | Included with base bot |
schedule_callback | Schedules a future phone callback for the customer. | Write | Professional+ |
take_message_ivr | Records a caller message and sends an email notification to the team. | Read | Professional+ |
Webflow
| Tool | Description | Tier | Plan |
|---|---|---|---|
webflow_get_form_submissions | Retrieve recent submissions from a specific Webflow form. Use webflow_list_forms first if you don't have the form ID. | Read | Professional+ |
webflow_get_site | Get details about the connected Webflow site including name, id, and domain. | Read | Professional+ |
webflow_inject_widget | Inject the Velaro chat widget on the connected Webflow site via Custom Code API. Requires the customer to republish their site afterward. | Write | Professional+ |
webflow_list_forms | List all forms on the connected Webflow site. | Read | Professional+ |
webflow_list_sites | List Webflow sites connected to this Velaro account. | Read | Professional+ |
webflow_remove_widget | Remove the Velaro chat widget from the connected Webflow site. Requires the customer to republish their site afterward. Confirm with the customer before calling. | Write | Professional+ |
Wellness
| Tool | Description | Tier | Plan |
|---|---|---|---|
mb_book_class | Book a Mindbody client into a class by class ID and client ID. | Write | Professional+ |
mb_get_classes | Get upcoming classes from Mindbody for the next N days. | Read | Professional+ |
mb_get_client | Look up a Mindbody client by email address. | Read | Professional+ |
mb_get_client_bookings | Get upcoming class bookings for a Mindbody client by their client ID. | Read | Professional+ |
mb_get_services | Get available services, memberships, and packages from Mindbody. | Read | Professional+ |
mb_get_staff | Get the list of staff/instructors from Mindbody. | Read | Professional+ |
mb_search_classes | Search Mindbody classes by name or type keyword. | Read | Professional+ |
WooCommerce
| Tool | Description | Tier | Plan |
|---|---|---|---|
woocommerce_build_cart_link | Build a WooCommerce direct-to-cart URL. Customer clicks and goes straight to checkout with items pre-loaded. | Read | Enterprise |
woocommerce_check_stock | Check real-time stock levels for a WooCommerce product. Returns stock status, quantity on hand, and urgency messaging when stock is low. | Read | Enterprise |
woocommerce_compare_products | Compare two WooCommerce products side by side — prices, stock status, and key differences. When product images are available, the result includes an image_url for each product — reference it in your reply. Use when a customer asks 'what's the difference between X and Y?' or 'which is better, X or Y?' | Read | Enterprise |
woocommerce_create_order_note | Add a note to a WooCommerce order. Can be internal or customer-visible. | Write | Enterprise |
woocommerce_customer_insights | Get deep customer intelligence from WooCommerce — lifetime value, purchase frequency, | Read | Enterprise |
woocommerce_get_categories | List WooCommerce product categories. Returns category names, slugs, parent relationships, and product counts. | Read | Enterprise |
woocommerce_get_customer | Look up a WooCommerce customer by email address to get their profile, order count, and total spent. | Read | Enterprise |
woocommerce_get_customer_orders | Get recent WooCommerce orders for a customer by email address. Returns order list with status and totals. | Read | Enterprise |
woocommerce_get_order | Look up a WooCommerce order by its numeric order ID. Returns status, totals, and shipping information. | Read | Enterprise |
woocommerce_get_order_notes | Get notes (internal and customer-facing) for a WooCommerce order. | Read | Enterprise |
woocommerce_get_payment_gateways | List available payment gateways from WooCommerce. Returns gateway ID, title, and enabled status. | Read | Enterprise |
woocommerce_get_product_by_sku | Look up a WooCommerce product by its exact SKU. | Read | Enterprise |
woocommerce_get_product_reviews | Retrieve customer reviews for WooCommerce products. Optionally filter by product ID. Returns reviewer, rating, review text, and verified status. | Read | Enterprise |
woocommerce_get_product_variations | Retrieve all variations (sizes, colors, etc.) for a variable WooCommerce product. Returns SKU, price, stock, and attributes for each variation. | Read | Enterprise |
woocommerce_get_recommendations | Find WooCommerce products similar to a given product by searching the same category. Returns up to 5 in-stock recommendations with pricing and URLs. | Read | Enterprise |
woocommerce_get_refunds | Get refund details for a WooCommerce order. | Read | Enterprise |
woocommerce_get_sales_report | Retrieve a WooCommerce sales summary report for a time period. Returns total sales, order count, averages, tax, shipping, and refunds. | Read | Enterprise |
woocommerce_get_shipping_methods | Retrieve available shipping zones and methods from WooCommerce. Returns shipping options with costs. | Read | Enterprise |
woocommerce_get_store_settings | Retrieve WooCommerce store settings including name, URL, currency, timezone, and version info. | Read | Enterprise |
woocommerce_get_tax_rates | Retrieve configured tax rates from WooCommerce. Returns country, state, rate percentage, and name for each tax rate. | Read | Enterprise |
woocommerce_get_top_sellers | Retrieve best-selling WooCommerce products for a time period. Returns product names and quantities sold. | Read | Enterprise |
woocommerce_search_orders | Search WooCommerce orders by customer name, email, or order number. | Read | Enterprise |
woocommerce_search_products | Search the WooCommerce product catalog by keyword. Returns product names, prices, stock status, and URLs. | Read | Enterprise |
woocommerce_update_order_status | Update the status of a WooCommerce order (e.g. processing, on-hold, completed, cancelled). | Write | Enterprise |
woocommerce_validate_coupon | Validate a WooCommerce coupon/discount code. Returns validity, discount amount, discount type, expiry, and minimum order requirement. | Write | Enterprise |
Zoho
| Tool | Description | Tier | Plan |
|---|---|---|---|
zoho_add_note | Add a note to a Zoho CRM record (Contact, Lead, or Deal). | Write | Professional+ |
zoho_create_contact | Create a new contact in Zoho CRM. | Write | Professional+ |
zoho_create_lead | Create a new lead in Zoho CRM. | Write | Professional+ |
zoho_get_contact | Get a Zoho CRM contact's full profile by their contact ID. | Read | Professional+ |
zoho_get_contact_deals | Get deals linked to a Zoho CRM contact by contact ID. | Read | Professional+ |
zoho_get_deal | Get a Zoho CRM deal's details by their deal ID. | Read | Professional+ |
zoho_lost_deal | Zoho CRM deal (potential) ID. | Write | Professional+ |
zoho_search_accounts | Search Zoho CRM accounts by company name or keyword. | Read | Professional+ |
zoho_search_contact | Search Zoho CRM for a contact by email address. | Read | Professional+ |
zoho_search_leads | Search Zoho CRM leads by name, email, or company keyword. | Read | Professional+ |
zoho_update_lead | Update a Zoho CRM lead's status or rating. | Write | Professional+ |
zoho_won_deal | Zoho CRM deal (potential) ID. | Write | Professional+ |
Worked example - order lookup + support ticket agent
A minimal custom agent that can answer "where's my order" and, if needed, open a support ticket - chaining shopify_get_order (read) and native_crm_create_ticket (write).
1. Discover available tools:
curl https://api-messaging-us-east.velaro.com/mcp/v1/tools/list \
-H "Authorization: Bearer vel_live_xxxxxxxxxxxxxxxx"
2. Look up the order:
curl -X POST https://api-messaging-us-east.velaro.com/mcp/v1/tools/call \
-H "Authorization: Bearer vel_live_xxxxxxxxxxxxxxxx" \
-H "Content-Type: application/json" \
-d '{
"jsonrpc": "2.0",
"id": "1",
"method": "tools/call",
"params": { "name": "shopify_get_order", "arguments": { "order_number": "1234" } }
}'
3. If the order can't be resolved, open a ticket:
curl -X POST https://api-messaging-us-east.velaro.com/mcp/v1/tools/call \
-H "Authorization: Bearer vel_live_xxxxxxxxxxxxxxxx" \
-H "Content-Type: application/json" \
-d '{
"jsonrpc": "2.0",
"id": "2",
"method": "tools/call",
"params": {
"name": "native_crm_create_ticket",
"arguments": {
"subject": "Order #1234 not found",
"team_id": 1,
"priority": "Medium",
"initial_message": "Customer asked about order #1234 - not returned by shopify_get_order."
}
}
}'
Same flow in Node:
const API_KEY = process.env.VELARO_API_KEY; // vel_live_...
const BASE = "https://api-messaging-us-east.velaro.com/mcp/v1";
async function callTool(name, args) {
const res = await fetch(`${BASE}/tools/call`, {
method: "POST",
headers: {
Authorization: `Bearer ${API_KEY}`,
"Content-Type": "application/json",
},
body: JSON.stringify({
jsonrpc: "2.0",
id: Date.now().toString(),
method: "tools/call",
params: { name, arguments: args },
}),
});
const data = await res.json();
if (data.error) throw new Error(`${data.error.code}: ${data.error.message}`);
return data.result.content[0].text;
}
const order = await callTool("shopify_get_order", { order_number: "1234" });
console.log(order);
// If needed:
const ticket = await callTool("native_crm_create_ticket", {
subject: "Order #1234 not found",
team_id: 1,
priority: "Medium",
initial_message: "Customer asked about order #1234 - not returned by shopify_get_order.",
});
console.log(ticket);
Errors
| HTTP | JSON-RPC code | Meaning |
|---|---|---|
| 401 | -32001 | Missing/invalid/expired API key, or MCP API not enabled on your plan |
| 404 | -32601 | Tool name not found, or not licensed for your plan |
| 400 | -32600 / -32602 | Malformed request body or arguments |
| 429 | -32002 | Monthly MCP API quota reached |
| 429 | -32003 | Burst rate limit exceeded - retry after a short delay |
| 500 | -32000 | Skill execution failed - check your arguments and retry |
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