assembly_overview
ChatGPTGet reference information about the Assembly platform: product concepts, terminology (workspace, internal user, client user, company), and the feature/module map. Call this tool once per session for orientation when you need to understand what Assembly is or decide which feature a user's request maps to. For URL patterns used to link to dashboard views, call dashboard_links instead.
clients
ChatGPTWork with Clients. Clients are the external users your business serves through the portal. Actions: create, delete, list, retrieve, retrieve_app_visibility, update. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: companyId, givenName, familyName, email, customFields).
companies
ChatGPTWork with Companies. Companies group related client users together. Actions: add_clients, create, delete, list, retrieve, update. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: name, isPlaceholder).
contract_templates
ChatGPTWork with Contract Templates. Contract templates are reusable blueprints for creating contracts. Actions: list, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: name).
contracts
ChatGPTWork with Contracts. Contracts are signable documents sent to clients. Actions: create, list, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: status, contractTemplateId, recipientId, clientId, name).
custom_fields
ChatGPTWork with Custom Fields. Custom fields are user-defined data fields on clients and companies. Actions: create, list, list_options. List defaults to limit=25; use filter params to narrow results (filterable by: name, entityType).
dashboard_links
ChatGPTGet URL patterns and domain notes for constructing links into a workspace's Assembly dashboard (client details, company details, invoice details, message channels, etc.). Call this whenever a user asks you to link, share a URL, or send them to a specific dashboard view.
events
ChatGPTWork with Events. Audit log events recording who did what and when in the workspace. Actions: create, list, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=50; use filter params to narrow results (filterable by: startDate, endDate, eventType, actorId).
file_channels
ChatGPTWork with File Channels. File channels store documents shared with clients. Actions: create, list, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: companyId, clientId, membershipType, memberId, membershipEntityId).
files
ChatGPTWork with Files. Files are documents uploaded and shared within channels. Actions: create, delete, download, download_url, list, retrieve, set_permissions. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: channelId, path). IMPORTANT — uploading a file is two steps: 'create' makes the record and returns a short-lived presigned Amazon S3 URL (the uploadUrl field) that the file bytes must then be separately PUT to ('download'/'download_url' likewise return S3 URLs to GET). That host looks like <bucket>.s3.amazonaws.com (an .amazonaws.com host) and is blocked by default in sandboxed or network-restricted environments (e.g. Claude.ai), where the PUT is rejected with a 'host not allowed' error. Because the record is created before the bytes upload, a blocked upload leaves an unusable file stuck in 'pending' status. So in such an environment, have the user allowlist the S3 host (.amazonaws.com) BEFORE creating files — or have them upload the file directly in the web app — and delete any leftover 'pending' file that never received its bytes with the 'delete' action.
files_root_permissions
ChatGPTWork with Files Root Permissions. Actions: replace
form_responses
ChatGPTRequest Form Responses. Form responses are submissions from clients for a specific form. Actions: create
forms
ChatGPTWork with Forms. Forms are intake forms that clients fill out. When creating a form, note that Assembly does not support conditional/branching logic — questions are presented as a flat, ordered sequence, so flatten any conditional questions when adapting a form from elsewhere. Actions: create, list, list_responses, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=25.
installs
ChatGPTWork with Installs. Installs are marketplace apps added to the workspace. Actions: create_connection, list, list_connections, retrieve, retrieve_notification_settings. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: previewAsClient).
internal_users
ChatGPTWork with Internal Users. Internal users are team members who manage the workspace. Actions: list, retrieve, retrieve_notification_settings, update. For single lookups prefer 'retrieve' with an id. List defaults to limit=25.
invoice_templates
ChatGPTWork with Invoice Templates. Invoice templates are reusable blueprints for creating invoices. Actions: list. List defaults to limit=25.
invoices
ChatGPTWork with Invoices. Invoices are payment requests sent to clients. Actions: create, list, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: clientId, companyId, includeCompanyInvoices, subscriptionId).
list_workspaces
ChatGPTList all workspaces the authenticated user has access to. Use this to discover workspace IDs for multi-workspace accounts.
me
ChatGPTWork with Me. Actions: list. List defaults to limit=25.
message_channels
ChatGPTWork with Message Channels. Message channels are conversations between internal users and clients. Actions: create, list, retrieve, unread. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: clientId, membershipEntityId, companyId, memberId, membershipType, includeUnread).
messages
ChatGPTWork with Messages. Messages are individual chat messages within a message channel. Actions: create, list. List defaults to limit=25; use filter params to narrow results (filterable by: channelId).
notes
ChatGPTWork with Notes. Notes are internal-only records attached to clients or companies. Actions: create, delete, list, retrieve, update. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: entityId, entityType).
notifications
ChatGPTWork with Notifications. Notifications are alerts about activity in the workspace. Actions: create, delete, list, mark_read, mark_unread, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: recipientId, recipientClientId, recipientInternalUserId, includeRead, recipientCompanyId).
payments
ChatGPTWork with Payments. Payments track money received against invoices. Actions: list. List defaults to limit=25; use filter params to narrow results (filterable by: invoiceId).
prices
ChatGPTWork with Prices. Prices define the cost of a product for billing purposes. Actions: create, list, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: productId).
products
ChatGPTWork with Products. Products are billable services offered to clients. Actions: create, list, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: name).
refunds
ChatGPTWork with Refunds. Actions: create, list. List defaults to limit=25; use filter params to narrow results (filterable by: invoiceId).
search
ChatGPTSearch across all entity types in the workspace. Returns matching results for clients, companies, invoices, and other entities. Use types to narrow results to a specific entity type.
subscription_templates
ChatGPTWork with Subscription Templates. Subscription templates are reusable blueprints for creating subscriptions. Actions: list. List defaults to limit=25.
subscriptions
ChatGPTWork with Subscriptions. Subscriptions are recurring billing schedules for clients. Actions: cancel, create, list, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: clientId, companyId, recipientId).
task_templates
ChatGPTWork with Task Templates. Task templates are reusable blueprints for creating tasks. Actions: list, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=25.
tasks
ChatGPTWork with Tasks. Tasks track work items assigned to team members or clients. Actions: create, delete, list, retrieve, update. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: createdBy, parentTaskId, status, clientId, internalUserId, companyId).
workspaces
ChatGPTWork with Workspaces. Workspaces are the top-level containers for all data in Assembly. Actions: retrieve
