Tools

The server has 51 tools. You do not call them yourself: the AI app picks them from your request. This list helps you know what to ask for and read what the app is doing.

Every customer tool takes customer_number. The Group column is the customer's AI access group the tool needs (see Before you start). Tools marked change need Read and write for that group, the change permission on your connection, and Manage Customer Config.

Context

Tool	What it does	Group
list_my_customers	Customers you may configure through the AI app, with the AI access per group.	none
get_customer_overview	Region, AI access, sections with item counts and relations, the 35 implementation steps, workflow versions, maintenance, recent changes.	Configuration
set_implementation_step	Record your decision on an implementation step: done, not applicable, blocked with a reason, or open. change	Configuration
get_maintenance_status	Open and scheduled maintenance for the platform and the customer.	none

Read configuration

Tool	What it does	Group
list_config_items	The items of one section, with their config_item_id.	Configuration
get_config_item	One item in the export shape (summary or full).	Configuration
find_references	Which items mention a given item, with the path of each mention.	Configuration
get_section_reference	What a section holds, how it relates to other sections, and the consultant guide's notes for it.	Configuration
export_config	Export sections or items in the import file format.	Configuration
get_change_history	Changes from the Change History, filtered by item, type or date.	Configuration
compare_config	Compare with another customer or with an export file.	Configuration
get_catalog	Reference lists: expression fields and functions, invoice fields, workflow step types, scheduler task types, list view columns, AI models, templates, receiving domains.	Configuration
get_template	The body of a global or partner template (capture, file format, email).	Configuration

Change sets

Tool	What it does	Group
propose_changes	Propose items to create, change or delete, and workflow version actions. change	Per section
get_changeset	A change set with its diff, validation and result.	Per section
list_changesets	Change sets on a customer, newest first.	Per section
apply_changeset	Apply a change set after you approved it. change	Per section
discard_changeset	Drop a proposed change set.	Per section
revert_changeset	Propose the inverse of an applied change set. change	Per section
copy_config	Copy sections or items from another customer as a change set. change	Per section
validate_import	Turn an export file into a change set. change	Per section
initialise_from_template	Copy the template tenant's configuration as a change set. change	Configuration

Testers

Testers save nothing. Those marked with a change set id also test the configuration as it is in a proposed change set.

Tool	What it does	Group
find_test_invoices	Invoices to test with: number, supplier, status, amount, date. No document content.	Configuration
test_expression	Evaluate an expression against an invoice.	Configuration
test_rule	Run an enrichment or validation rule against an invoice. Change set id.	Configuration
test_workflow_step	Which transition of a workflow step matches an invoice. Change set id.	Configuration
test_capture_rules	Which capture template and AI models a document gets, and why. Change set id.	Configuration
test_file_format	Parse a sample file with an inbound file format. Change set id.	Configuration
ai_analyze_file_format	Let the platform's AI propose a file format mapping for a sample file. Takes 15 to 60 seconds and has an AI cost.	Configuration
render_email_template	Render an email template with sample data.	Configuration
send_test_email	Send a rendered email template to your own address. At most 5 per 10 minutes. change	Operations
preview_pdf_template	Render a PDF template against a sample invoice.	Configuration

Operations

Tool	What it does	Group
trigger_scheduler_task	Run a scheduler task now. A real run. change	Operations
get_scheduler_history	Recent runs of a scheduler task.	Operations
get_task_output	What a connector run printed, secrets masked.	Operations
manage_maintenance	Customer maintenance windows and weekly schedules. Two-step. change	Operations
browse_cdn	Files on the customer's CDN host.	Operations
manage_cdn	Upload, move or delete CDN files. Two-step. change	Operations

Users and access

Tool	What it does	Group
list_users	Customer portal users.	Users and access
manage_user	Create, change, deactivate or invite a user. Two-step. change	Users and access
list_user_groups	User groups with members, rights and organizations.	Users and access
manage_user_group	Create, change or delete a user group. Two-step. change	Users and access
list_api_users	API users of the Customer API. Keys are never shown.	Users and access
manage_api_user	Create, change or delete an API user. Two-step. change	Users and access
list_webhooks	Webhook subscriptions and recent deliveries.	Users and access
manage_webhook	Create, change, delete, test or replay a webhook. Two-step. change	Users and access
list_sso_configs	SAML single sign-on configurations. Read only.	Users and access
list_partner_accounts	Supplier Integration Access accounts and keys (prefix and last 4 characters).	Users and access
manage_partner_account	Create or revoke accounts and keys, notification addresses, invitations. Two-step. change	Users and access

Excel

Tool	What it does	Group
excel_export	Export organizations, suppliers, data tables, users, groups, processing teams or rule sets as rows.	Per entity
excel_import	Check, then import, the same entities. Two-step; needs the Excel import permission. change	Per entity

Organizations, suppliers and data tables are Master data; users, groups and processing teams are Users and access; rule sets are Configuration. Supplier bank account changes are refused: they are made in the portal.