assign_role
ChatGPTAssign a role to a user. Cflow restricts this; not every account can use it.
check_user_role
ChatGPTCheck whether a user has a given role. Cflow restricts this; not every account can use it.
create_role
ChatGPTCreate a new role. Cflow restricts this; not every account can use it.
create_team
ChatGPTCreate a new team. Cflow restricts this; not every account can use it.
enable_user
ChatGPTEnable a disabled user by username. Cflow restricts this; not every account can use it.
get_access_permissions
ChatGPTGet the access permission details (role, view scope, edit scope) for every stage of a workflow. Cflow restricts this; not every account can use it.
get_current_stage
ChatGPTGet the current stage and status of a record.
get_fields
ChatGPTGet all field details (section fields and tables) for a workflow/lookup stage. Call this before submit_record or update_record to discover valid field names.
get_pending_items
ChatGPTGet pending items. Omit username for the signed-in user's own items — that is the usual case, and what to do whenever someone asks about 'my' pending items. Pass a username only to look at someone else's, which Cflow restricts. Never guess a username from an email address or a display name.
get_record_details
ChatGPTGet full details of a record by workflow/lookup id.
get_record_file
ChatGPTGet/Download a file or signature attached to a record's field, returned as base64.
get_team_members
ChatGPTGet the members of a team by team id. Cflow restricts this; not every account can use it.
get_triggers
ChatGPTGet workflow(s) triggered by the given record.
get_user
ChatGPTGet details of a single user by username. Cflow restricts this; not every account can use it.
get_user_roles
ChatGPTGet the roles assigned to a user by username. Cflow restricts this; not every account can use it.
get_workflow_stages
ChatGPTGet all stages of a workflow, in flow order, with its terminal stage named in 'terminalStage'. That is the stage a request reaches when it has finished the flow, so it is the one that means completed/closed/done — read it from here rather than guessing, because it is 'END' in some workflows and something like 'End & Final/Requests' in others.
list_initiated_records
ChatGPTGet records submitted within a date range, ordered by the given date field. This covers ALL users and carries no stage field, so it cannot tell completed records from in-flight ones. The whole date range is covered in one go, so there is no need to ask for it in slices. Results are limited to the signed-in user's records unless initiatedBy names another user or 'all'. Cflow restricts that; not every account can use it.
list_pending_clarifications
ChatGPTGet all clarifications pending the caller's response.
list_reviewed_records
ChatGPTGet records updated/reviewed within a date range. This covers ALL users and carries no stage field, so it cannot tell completed records from in-flight ones. The whole date range is covered in one go, so there is no need to ask for it in slices. Results are limited to records reviewed by the signed-in user unless reviewedBy names another user or 'all'. Cflow restricts that; not every account can use it. Note that the record's submitter and its reviewer are different people; this filters on the reviewer.
list_roles
ChatGPTGet the list of all roles defined in Cflow. Cflow restricts this; not every account can use it.
list_teams
ChatGPTGet the list of all teams. Cflow restricts this; not every account can use it.
list_users
ChatGPTGet the list of all users. Cflow restricts this; not every account can use it.
list_workflows
ChatGPTGet all workflows visible to the caller.
remove_role
ChatGPTRemove a role from a user. Cflow restricts this; not every account can use it.
report_activity_monitor
ChatGPTGet activity monitor details for a workflow/stage within a date range. Cflow restricts this; not every account can use it.
report_approver_performance
ChatGPTGet approver performance details for a workflow within a date range. Cflow restricts this; not every account can use it.
report_audit_trail
ChatGPTGet the audit trail for a workflow, optionally scoped to one record. Cflow restricts this; not every account can use it.
report_clarifications
ChatGPTGet clarification report details for a workflow within a date range. Cflow restricts this; not every account can use it.
report_completed_requests
ChatGPTGet completed requests for a workflow within a date range. Cflow restricts this; not every account can use it.
report_current_status
ChatGPTGet the current status breakdown of a workflow within a date range. Cflow restricts this; not every account can use it.
report_pending_requests
ChatGPTGet pending request details for a workflow within a date range, for any user in the account. For the signed-in user's own pending work use get_pending_items instead — every role can call it. Never guess a username from an email address or a display name. Cflow restricts this; not every account can use it.
report_sla
ChatGPTGet SLA report details for a workflow and one or more stages within a date range. Use 'all' for stageNames unless you specifically want a subset — hand-listing stages is how the terminal stage (where completed requests sit) gets left out. Cflow restricts this; not every account can use it.
report_stage_performance
ChatGPTGet stage performance details for a workflow within a date range. Cflow restricts this; not every account can use it.
report_stage_visits
ChatGPTGet stage visit details for a workflow within a date range. Cflow restricts this; not every account can use it.
report_workflow_performance
ChatGPTGet workflow cycle-time performance details within a date range. Cflow restricts this; not every account can use it.
request_clarification
ChatGPTRaise a clarification question against a record.
respond_clarification
ChatGPTAnswer (or edit the answer to) a clarification.
search_record
ChatGPTSearch for records in a workflow/lookup stage. Narrow it with extra search criteria: field name/value pairs joined with '&', e.g. 'Name=john&Age=22'.
submit_record
ChatGPTCreate and submit a new record into a workflow/lookup stage. Call get_fields first to discover valid field names for valuesJson/tableValuesJson.
update_access_permission
ChatGPTUpdate the access permission configuration (role, view scope, edit scope) for one workflow stage. Value should be 'All Items', 'My Items', or 'My Team' (editAccess may also be 'None'). Cflow restricts this; not every account can use it.
update_record
ChatGPTUpdate a record's details and status (e.g. approve/reject), including deleting table rows via TableDelRowIds.
update_record_status
ChatGPTUpdate just the status of a record (e.g. approve/reject) without changing other fields.
update_team
ChatGPTUpdate an existing team's name and/or membership. Cflow restricts this; not every account can use it.
update_user
ChatGPTUpdate an existing user's details. Cflow restricts this; not every account can use it.