Tools & Capabilities

Review the tool catalog to see how available actions are organized, enabled, and assigned risk levels. Choose the guides below for reading or writing records, workflow transitions, chatter activities, email templates, or reports. Consult approvals when configuring access to sensitive operations.

• The Tool Catalog
  • Categories at a glance
  • Activating or deactivating a tool
  • Filtering and grouping
  • Built-in tools at a glance
• Data Tools (Read & Write)
  • Read tools
  • Write tools
  • Execute / advanced
  • Dry-run mode
  • Read scope and ACLs
• Workflow Tools
  • get_workflow_state
  • transition_state
  • Example workflow
  • Safety rails
• Chatter & Activity Tools
  • post_message
  • schedule_activity
  • read_activities
  • Typical user prompts
  • Safety rails
• Email Template Tools
  • The four tools
    • create_email_template
      • Duplicate-name handling
    • preview_email_template
    • send_test_email_template
    • stage_mass_mailing_from_template
  • Safety summary
• Reporting & Analytics Tools
  • Pulse Report — operational health
  • Dashboards — compose_dashboard
  • Charts — generate_chart, update_chart, compose_chart
  • Odoo reports — generate_report, list_reports
  • Knowledge tools — knowledge_search, knowledge_read, knowledge_ask
  • Ontology tools — ontology_describe, ontology_search
  • Event tools — subscribe_events, unsubscribe_events
  • Session tools — get_session, update_session_context