AI Tools Reference

AI Tools

The AI agents have access to a rich library of tools. You can browse them in the Flow section left panel under Tools.

Document Tools

Tool	Description
query_folders	Search for folders by name or path
directory_tree	List the folder hierarchy under a given path
read_doc	Read the text content of a document
query_documents	Search for documents by name, content, tags, or metadata
create_doc	Create a new document
move_item	Move a document or folder to another location
copy_item	Copy a document or folder
create_folder	Create a new folder
document_convert	Convert a document to a different format (caller must specify program: pandoc, soffice, or chromium)
document_convert_info	Report which conversion programs are available on this server
stream_document_edit	Edit a document with real-time streaming output (used by EditorAgent)
create_share	Share a document or folder with users, groups, or email guests
find_recipients	Search for users or groups to share documents with

Filesystem Tools (Sandboxed)

Agents have access to a sandboxed scratch directory for multi-step file operations:

Tool	Description
filesystem_read	Read a file from the sandbox
filesystem_write	Write a file to the sandbox
filesystem_run	Run a command in the sandbox
filesystem_fileinfo	Get information about a file
filesystem_export	Export a file from the sandbox to the Document Manager
filesystem_import	Import a file from the Document Manager to the sandbox

User Management Tools

Tool	Description
query_users	Search for users
create_or_update_user	Create a new user account or update an existing one (also handles group membership)
generate_password	Generate a cryptographically secure password

Communication Tools

Tool	Description
send_notification	Send a toast notification to a user's browser
send_email	Send an email (in workflow contexts)

Time Tracking

Tool	Description
time_tracker_submit	Log a time entry against a GitHub issue

Memory Tools (Vizra ADK Built-in)

Tool	Description
manage_memory	Store, recall, update, or delete persistent memory for an agent (action specified as parameter)
vector_memory	Store information with semantic embeddings or search stored information semantically (action specified as parameter)

Integrations

WebPal agents can connect to external platforms using integration tools. Each integration requires credentials configured in Settings → Integrations. All integration tools appear in the Flow section under Tools → Integrations.

GitHub Tools

Tool	Description
github_query_issues	Search issues in a repository
github_query_pull_requests	Search pull requests
github_get_issue	Get a specific issue
github_create_issue	Create a new issue
github_update_issue	Update an issue
github_add_issue_comment	Comment on an issue
github_manage_issue_labels	Add or remove labels
github_query_repositories	List repositories

Microsoft 365 Tools

Connect to Outlook, Teams, SharePoint, and OneDrive via the Microsoft Graph API. Requires an OAuth2 access token (MICROSOFT_ACCESS_TOKEN).

Tool	Description
outlook_list_emails	List or search the inbox with folder, sender, subject, date, and unread filters
outlook_send_email	Send an email with CC, BCC, HTML body, and importance level
outlook_list_calendar_events	List calendar events with date and subject filters
outlook_create_calendar_event	Create a calendar event with attendees and an optional Teams meeting link
teams_list_teams	List all joined Microsoft Teams
teams_list_channels	List channels in a team
teams_send_message	Post a text or HTML message to a Teams channel
sharepoint_list_sites	List or search SharePoint sites
sharepoint_search	Full-text search across SharePoint sites and document libraries
onedrive_list_files	List OneDrive folder contents by path or ID
onedrive_search	Search OneDrive files by name or content

CRM Integration Tools

Connect to the CRM platforms your team uses. Each platform requires its own credentials.

Platform	Tool	Description
PipeDrive	pipedrive_query_deals	Search and filter deals
	pipedrive_query_leads	Search and filter leads
	pipedrive_query_persons	Search contacts
	pipedrive_add_deal_note	Add a note to a deal
	pipedrive_update_deal	Update deal status, value, or stage
HubSpot	hubspot_list_contacts	List contacts with optional filters
	hubspot_create_contact	Create a new contact
	hubspot_list_deals	List deals with optional filters
	hubspot_create_deal	Create a new deal
	hubspot_list_companies	List companies with optional filters
Salesforce	salesforce_query	Run a SOQL query against Salesforce data
	salesforce_get_record	Retrieve a single record by ID and object type
	salesforce_create_record	Create a new record of any object type
	salesforce_update_record	Update an existing record
Freshsales	freshsales_list_contacts	List contacts from Freshsales
	freshsales_list_deals	List deals from Freshsales
	freshsales_create_deal	Create a new deal in Freshsales
Zoho CRM	zoho_crm_list_records	List records from any Zoho CRM module
	zoho_crm_search_records	Search records by criteria
	zoho_crm_create_record	Create a new record in a Zoho CRM module

HR Tools

Connect to your HR platform to look up employee data, time-off records, and recruiting pipelines.

Platform	Tool	Description
BambooHR	bamboohr_get_directory	Retrieve the full employee directory
	bamboohr_get_employee	Get a specific employee's details
	bamboohr_list_time_off	List time-off requests with status and date filters
Gusto	gusto_list_employees	List employees in the company
	gusto_list_payrolls	List processed and upcoming payrolls
Greenhouse	greenhouse_list_jobs	List open job postings
	greenhouse_list_candidates	List candidates with optional job or stage filters
	greenhouse_list_applications	List applications with optional filters
Collage HR	collage_hr_list_employees	List employees from Collage HR
	collage_hr_list_time_off	List time-off requests from Collage HR
Workday	workday_list_workers	List workers in the Workday tenant
	workday_get_worker	Get details for a specific worker

Cloud Storage Tools

Browse and search files in external cloud storage platforms your organization uses.

Platform	Tool	Description
Dropbox	dropbox_list_files	List files and folders in a Dropbox path
	dropbox_search_files	Search Dropbox files by name or content
	dropbox_create_folder	Create a new folder in Dropbox
Google Drive	google_drive_list_files	List files and folders in Google Drive
	google_drive_search_files	Search Google Drive files by name or content
	google_drive_create_folder	Create a new folder in Google Drive
Box	box_list_files	List files and folders in a Box path
	box_search_files	Search Box files by name or content
	box_create_folder	Create a new folder in Box

Accounting Tools

Query invoices, customers, and contacts from your accounting platform.

Platform	Tool	Description
QuickBooks Online	quickbooks_query	Run a QuickBooks Query Language (QQL) query
	quickbooks_list_invoices	List invoices with optional status and date filters
	quickbooks_list_customers	List customers with optional name filter
Xero	xero_list_invoices	List invoices with optional status filter
	xero_list_contacts	List contacts (customers and suppliers)
Wave	wave_get_businesses	List businesses in the Wave account
	wave_list_invoices	List invoices for a Wave business
FreshBooks	freshbooks_list_invoices	List invoices with optional status and date filters
	freshbooks_list_clients	List clients in FreshBooks
Zoho Books	zoho_books_list_invoices	List invoices from Zoho Books
	zoho_books_list_contacts	List contacts (customers and vendors) in Zoho Books