Available Tools
The AI assistant has 32 tools to read dashboard data.
Categories
| Category | Tools |
|---|---|
| Organization | get_organization, get_fiscal_year, get_business_hours |
| Users | get_crm_users, get_roles, get_profiles, get_users_by_role |
| Modules | get_module_count, get_deals_pipelines, get_field_access |
| Templates | get_email_templates |
| Automation | get_workflow_rules, get_cadences, get_scoring_rules, get_assignment_rules |
| Security | get_webhooks, get_webhook_usage, get_webhook_failures, get_audit_stats, get_apis |
| System | list_cache_keys, apply_datatable_filter |