activateRecipeTool
ChatGPTActivate a recipe (promote to production)
Business
Overview
Improvado AI Agent helps users work with Improvado workspaces through ChatGPT: inspect workspaces, data sources, connections, extracts, loads, documents, dashboards, recipes, and Discovery API workflows; switch workspace context; query data; and create or update private workspace resources.
Tools
activateRecipeTool
ChatGPTActivate a recipe (promote to production)
clickhouseTool
ChatGPTExecute SQL queries against ClickHouse database to retrieve or analyze data
clickhouseTool
ChatGPTExecute SQL queries against ClickHouse database to retrieve or analyze data
createConnectionTool
ChatGPTCreates a new DTS connection for a data source using the current user's context. This ensures the connection is created with proper permissions and workspace isolation. First use 'integration_maker_get_data_source_authentications' to get available auth_ids and required parameters. Returns the connection_id on success.
createConnectionTool
ChatGPTCreates a new DTS connection for a data source using the current user's context. This ensures the connection is created with proper permissions and workspace isolation. First use 'integration_maker_get_data_source_authentications' to get available auth_ids and required parameters. Returns the connection_id on success.
createDocument
ChatGPTCreate a new document with title, content, and optional tags. Returns the created document with its ID.
createDocument
ChatGPTCreate a new document with title, content, and optional tags. Returns the created document with its ID.
createExtractTemplateTool
ChatGPTCreate a custom extraction template based on a parent global template. Works for both entity and wide report templates. For wide templates (parent has allow_to_select_dimensions=True), connection_id is REQUIRED; for entity report templates, connection_id is NOT needed. TIP: When creating extracts for "wide" data sources, the standard createExtractTool may lack field validation. Instead, first create a custom template with this tool (which validates fields, dimensions, and additional_params), then create an extract based on the resulting custom template ID.
createExtractTemplateTool
ChatGPTCreate a custom extraction template based on a parent global template. Works for both entity and wide report templates. For wide templates (parent has allow_to_select_dimensions=True), connection_id is REQUIRED; for entity report templates, connection_id is NOT needed. TIP: When creating extracts for "wide" data sources, the standard createExtractTool may lack field validation. Instead, first create a custom template with this tool (which validates fields, dimensions, and additional_params), then create an extract based on the resulting custom template ID.
createExtractTool
ChatGPTCreate a new data extract from a data source
createExtractTool
ChatGPTCreate a new data extract from a data source
createFlatDataExtractTool
ChatGPTCreate a NEW flat data extract from an uploaded file. This is the final step in the NEW file import flow - it creates a persistent extract configuration that stores the data. To upload a file to an EXISTING extract, use uploadNewFileToExtractTool instead.
createFlatDataExtractTool
ChatGPTCreate a NEW flat data extract from an uploaded file. This is the final step in the NEW file import flow - it creates a persistent extract configuration that stores the data. To upload a file to an EXISTING extract, use uploadNewFileToExtractTool instead.
createLesIntegrationChatTool
ChatGPTCreate a new LES integration (sandbox + YAML generation + upload + agency registration) and stream progress into the chat side panel. Use when the user asks to add a new data source (e.g. "Create Trello integration"). To retry a failed attempt, pass resume_from_job_id and optionally hint — only do so when you have a concrete fix in mind; otherwise surface the error to the user.
createLesIntegrationChatTool
ChatGPTCreate a new LES integration (sandbox + YAML generation + upload + agency registration) and stream progress into the chat side panel. Use when the user asks to add a new data source (e.g. "Create Trello integration"). To retry a failed attempt, pass resume_from_job_id and optionally hint — only do so when you have a concrete fix in mind; otherwise surface the error to the user.
createLoadTool
ChatGPTCreate a new data load to a destination
createLoadTool
ChatGPTCreate a new data load to a destination
createMdgViewTool
ChatGPTCreate or replace MDG view in agency schema. Use CREATE OR REPLACE to update existing rules.
createMdgViewTool
ChatGPTCreate or replace MDG view in agency schema. Use CREATE OR REPLACE to update existing rules.
createRecipeStepTool
ChatGPTCreate a new recipe step (cell). Currently supports only SQL steps.
createRecipeStepTool
ChatGPTCreate a new recipe step (cell). Currently supports only SQL steps.
createRecipeTool
ChatGPTCreate a recipe from a template
createRecipeTool
ChatGPTCreate a recipe from a template
createSpreadsheetExtractTool
ChatGPTCreate a Google Sheets extract using the flat data API
createSpreadsheetExtractTool
ChatGPTCreate a Google Sheets extract using the flat data API
createSqlExtractTool
ChatGPTCreate a SQL extract from a connection + table (or custom query). This is the final step — it persists the extract config and schedules recurring pulls. Run field discovery and sample first so the user confirms the schema.
createSqlExtractTool
ChatGPTCreate a SQL extract from a connection + table (or custom query). This is the final step — it persists the extract config and schedules recurring pulls. Run field discovery and sample first so the user confirms the schema.
customConnectorFormTool
ChatGPTShow the custom connector / integration creation form to the user. DO NOT call this tool if the user's message already contains a credential_ref (e.g., 'Use credential_ref="uuid" to retrieve stored credentials'). Credentials are already stored server-side and the form would be redundant — call createLesIntegrationChatTool directly with the credential_ref and data_source extracted from the message instead. Use this tool when the user wants to create, build, add, or request a new integration or connector for ANY data source AND no credential_ref has been supplied. The form collects data source name, API credentials, documentation link, and additional requirements. After the user submits, the integration creation process starts automatically. This is the default first step for integration creation when no credentials have been provided yet. If the user already mentioned the data source name or documentation link, pre-fill those non-sensitive fields. The user always types secrets fresh into the form — do NOT pass api_key/password/client_secret/login/client_id parameters even if the user mentioned them in chat.
customConnectorFormTool
ChatGPTShow the custom connector / integration creation form to the user. DO NOT call this tool if the user's message already contains a credential_ref (e.g., 'Use credential_ref="uuid" to retrieve stored credentials'). Credentials are already stored server-side and the form would be redundant — call createLesIntegrationChatTool directly with the credential_ref and data_source extracted from the message instead. Use this tool when the user wants to create, build, add, or request a new integration or connector for ANY data source AND no credential_ref has been supplied. The form collects data source name, API credentials, documentation link, and additional requirements. After the user submits, the integration creation process starts automatically. This is the default first step for integration creation when no credentials have been provided yet. If the user already mentioned the data source name or documentation link, pre-fill those non-sensitive fields. The user always types secrets fresh into the form — do NOT pass api_key/password/client_secret/login/client_id parameters even if the user mentioned them in chat.
deleteDocument
ChatGPTPermanently delete a document and all its versions. This action cannot be undone.
deleteDocument
ChatGPTPermanently delete a document and all its versions. This action cannot be undone.
deleteLoadTool
ChatGPTDelete a data load
deleteLoadTool
ChatGPTDelete a data load
deleteScheduledChatTool
ChatGPTDelete a scheduled chat belonging to the current chat. Permanently removes the scheduled chat and stops any future executions. Only schedules owned by the current chat can be deleted via this tool.
deleteScheduledChatTool
ChatGPTDelete a scheduled chat belonging to the current chat. Permanently removes the scheduled chat and stops any future executions. Only schedules owned by the current chat can be deleted via this tool.
discoverFileFieldsTool
ChatGPTDiscover field definitions (column names, types) from an uploaded flat data file. Uses the DTS field discovery API to analyze the file and return inferred field schemas.
discoverFileFieldsTool
ChatGPTDiscover field definitions (column names, types) from an uploaded flat data file. Uses the DTS field discovery API to analyze the file and return inferred field schemas.
discoverSqlFieldsTool
ChatGPTDiscover field definitions (column names, suggested and possible types, dimension/metric) from a SQL table or custom query. Call this after the user picks a table from listSqlReportTypesTool.
discoverSqlFieldsTool
ChatGPTDiscover field definitions (column names, suggested and possible types, dimension/metric) from a SQL table or custom query. Call this after the user picks a table from listSqlReportTypesTool.
discoveryFileDownloadTool
ChatGPTDownload a file from a data source API via secret proxy and save it to storage. Unlike discoveryRequestTool which loads the full response content into the conversation context, this tool uploads the response to storage and returns a signed URL so you can download the file directly to disk using curl. Use this for binary data (Excel, PDF, ZIP, images), large CSV exports, or any response you want saved as a file without consuming context window. Returns a signed download URL valid for 1 hour.
discoveryFileDownloadTool
ChatGPTDownload a file from a data source API via secret proxy and save it to storage. Unlike discoveryRequestTool which loads the full response content into the conversation context, this tool uploads the response to storage and returns a signed URL so you can download the file directly to disk using curl. Use this for binary data (Excel, PDF, ZIP, images), large CSV exports, or any response you want saved as a file without consuming context window. Returns a signed download URL valid for 1 hour.
discoveryListAccountsTool
ChatGPTList all accounts with optional filtering and pagination. Supports filtering by connection ID, active status, search terms, and ordering.
discoveryListAccountsTool
ChatGPTList all accounts with optional filtering and pagination. Supports filtering by connection ID, active status, search terms, and ordering.
discoveryListConnectorsTool
ChatGPTList all connectors for a given datasource
discoveryListConnectorsTool
ChatGPTList all connectors for a given datasource
discoveryListDataSourcesTool
ChatGPTDisplay a grid of available data sources that users can connect to Improvado. Shows data sources with logos, categories, and connect buttons. Use this when user wants to see or connect data sources. Optionally filter by category.
discoveryListDataSourcesTool
ChatGPTDisplay a grid of available data sources that users can connect to Improvado. Shows data sources with logos, categories, and connect buttons. Use this when user wants to see or connect data sources. Optionally filter by category.
discoveryRequestTool
ChatGPTCall the Improvado Discovery API for a given datasource and connector to fetch live data from a platform (Facebook, Google Ads, TikTok, LinkedIn, etc.). CRITICAL — read the /discovery skill for the full protocol. Quick rules: -
request.url MUST be an absolute URL with scheme (shape: https://graph.facebook.com/v<VERSION>/act_<id>/insights — version resolved via the protocol below, not hardcoded). Relative paths like /me/adaccounts or /act_<id>/campaigns return 400 "discovery URL ... is not allowed". - Verify the latest non-deprecated API version from the official changelog (via discoveryWebSearchTool + retrieveDocumentationTool) BEFORE calling — never guess versions, and never reuse a version from a prior example. - Ask the user to pick a connectorId from discoveryListConnectorsTool — do not invent or assume connectors. - For endpoints that need an account, get the account id from discoveryListAccountsTool first.discoveryRequestTool
ChatGPTCall the Improvado Discovery API for a given datasource and connector to fetch live data from a platform (Facebook, Google Ads, TikTok, LinkedIn, etc.). CRITICAL — read the /discovery skill for the full protocol. Quick rules: -
request.url MUST be an absolute URL with scheme (shape: https://graph.facebook.com/v<VERSION>/act_<id>/insights — version resolved via the protocol below, not hardcoded). Relative paths like /me/adaccounts or /act_<id>/campaigns return 400 "discovery URL ... is not allowed". - Verify the latest non-deprecated API version from the official changelog (via discoveryWebSearchTool + retrieveDocumentationTool) BEFORE calling — never guess versions, and never reuse a version from a prior example. - Ask the user to pick a connectorId from discoveryListConnectorsTool — do not invent or assume connectors. - For endpoints that need an account, get the account id from discoveryListAccountsTool first.documentationTool
ChatGPTExecute OpenAI Assistant API calls to interact with a specific assistant
documentationTool
ChatGPTExecute OpenAI Assistant API calls to interact with a specific assistant
editDocument
ChatGPTEdit an existing document. Updates create a new version. You can update title, content, and/or tags.
editDocument
ChatGPTEdit an existing document. Updates create a new version. You can update title, content, and/or tags.
findChat
ChatGPTSearch for chats across the agency. This tool returns a list of chats that match the search criteria.
findChat
ChatGPTSearch for chats across the agency. This tool returns a list of chats that match the search criteria.
generateFlatDataSampleTool
ChatGPTGenerate a data preview (sample rows) for an uploaded flat data file using the specified field definitions. Use this after discovering fields and confirming the schema with the user.
generateFlatDataSampleTool
ChatGPTGenerate a data preview (sample rows) for an uploaded flat data file using the specified field definitions. Use this after discovering fields and confirming the schema with the user.
generateSpreadsheetSampleTool
ChatGPTGenerate a data preview (sample rows) for a Google Spreadsheet tab using specified field definitions. Use after getSpreadsheetSchemaTool to confirm the schema with the user.
generateSpreadsheetSampleTool
ChatGPTGenerate a data preview (sample rows) for a Google Spreadsheet tab using specified field definitions. Use after getSpreadsheetSchemaTool to confirm the schema with the user.
generateSqlDataSampleTool
ChatGPTGenerate a data preview (sample rows) for a SQL table / custom query using the specified field definitions. Use this after field discovery so the user can confirm the schema before creating the extract.
generateSqlDataSampleTool
ChatGPTGenerate a data preview (sample rows) for a SQL table / custom query using the specified field definitions. Use this after field discovery so the user can confirm the schema before creating the extract.
getChat
ChatGPTGet a chat by ID. This tool retrieves the full information of a specific chat by its ID.
getChat
ChatGPTGet a chat by ID. This tool retrieves the full information of a specific chat by its ID.
getConnectionAccountsTool
ChatGPTView accounts associated with a specific data source connection
getConnectionAccountsTool
ChatGPTView accounts associated with a specific data source connection
getConnectionsTool
ChatGPTView your data source connections
getConnectionsTool
ChatGPTView your data source connections
getCurrentWorkspaceTool
ChatGPTGet the currently active workspace context.
getCurrentWorkspaceTool
ChatGPTGet the currently active workspace context.
getDashboardTool
ChatGPTGet a specific dashboard configuration by ID. Returns full dashboard settings including complete config JSON, URL, title, and all metadata. The dashboard must belong to the current agency. For editing or building dashboards, see the
business-intelligence-editor skill — it provides a full CLI (frontend-cli.py) for dashboard work.getDashboardTool
ChatGPTGet a specific dashboard configuration by ID. Returns full dashboard settings including complete config JSON, URL, title, and all metadata. The dashboard must belong to the current agency. For editing or building dashboards, see the
business-intelligence-editor skill — it provides a full CLI (frontend-cli.py) for dashboard work.getDestinationConnectionsTool
ChatGPTView connections for a specific destination
getDestinationConnectionsTool
ChatGPTView connections for a specific destination
getDocument
ChatGPTGet full details of a specific document by ID, including its content.
getDocument
ChatGPTGet full details of a specific document by ID, including its content.
getExtractByIdTool
ChatGPTGet detailed information about a specific extract - NOTE: Currently broken due to Improvado API bug
getExtractByIdTool
ChatGPTGet detailed information about a specific extract - NOTE: Currently broken due to Improvado API bug
getExtractStatusTool
ChatGPTGet lightweight status information about a specific extract (id, status, last_sync, error_text, title). Use this instead of getExtractByIdTool when you only need to check extract status.
getExtractStatusTool
ChatGPTGet lightweight status information about a specific extract (id, status, last_sync, error_text, title). Use this instead of getExtractByIdTool when you only need to check extract status.
getExtractTemplateByIdTool
ChatGPTView details of a specific extract template
getExtractTemplateByIdTool
ChatGPTView details of a specific extract template
getExtractTemplatesTool
ChatGPTView available extract templates for a specific data source
getExtractTemplatesTool
ChatGPTView available extract templates for a specific data source
getLoadTool
ChatGPTView details of a specific data load
getLoadTool
ChatGPTView details of a specific data load
getLoadsTool
ChatGPTView your data loads for a specific destination
getLoadsTool
ChatGPTView your data loads for a specific destination
getManagedConnectionCredentialsTool
ChatGPTGet credentials (host, port, login, password) for a managed SFTP or S3 connection. Use after getting or creating a managed_sftp / managed_s3 connection to show the user how to connect.
getManagedConnectionCredentialsTool
ChatGPTGet credentials (host, port, login, password) for a managed SFTP or S3 connection. Use after getting or creating a managed_sftp / managed_s3 connection to show the user how to connect.
getMdgRuleLibraryExampleTool
ChatGPTFetch an MDG rule example from the library. If rule_name is omitted, returns available rule names.
getMdgRuleLibraryExampleTool
ChatGPTFetch an MDG rule example from the library. If rule_name is omitted, returns available rule names.
getRecipeStepTool
ChatGPTFetch a single recipe step (cell) with metadata and last-run SQL
getRecipeStepTool
ChatGPTFetch a single recipe step (cell) with metadata and last-run SQL
getRecipeTemplatesTool
ChatGPTList available recipe templates
getRecipeTemplatesTool
ChatGPTList available recipe templates
getRecipeTool
ChatGPTFetch a single transformation recipe with minimal metadata and steps
getRecipeTool
ChatGPTFetch a single transformation recipe with minimal metadata and steps
getScheduledChatTool
ChatGPTGet scheduled chats. By default returns only schedules belonging to the current chat. Set scope to "workspace" to list all schedules in the workspace.
getScheduledChatTool
ChatGPTGet scheduled chats. By default returns only schedules belonging to the current chat. Set scope to "workspace" to list all schedules in the workspace.
getSpreadsheetSchemaTool
ChatGPTRetrieve schema information and sample data for a specific Google Spreadsheet tab
getSpreadsheetSchemaTool
ChatGPTRetrieve schema information and sample data for a specific Google Spreadsheet tab
getWorkspaceRolesTool
ChatGPTGet available workspace roles for the current agency. Returns a list of roles with their IDs and titles. Use this to find role IDs before inviting users to workspaces.
getWorkspaceRolesTool
ChatGPTGet available workspace roles for the current agency. Returns a list of roles with their IDs and titles. Use this to find role IDs before inviting users to workspaces.
getWorkspacesTool
ChatGPTList all workspaces available to your account.
getWorkspacesTool
ChatGPTList all workspaces available to your account.
heatmapVisualizationTool
ChatGPTCreates a heatmap visualization from data matrix
heatmapVisualizationTool
ChatGPTCreates a heatmap visualization from data matrix
inviteUserToWorkspaceTool
ChatGPTInvite a user to workspace(s) by email with a specific role. If the user doesn't exist yet, a Magic Link invitation email will be sent. If the user already exists in the agency, they will be added to the workspace immediately. Standard workspace roles: Viewer, Editor, Workspace Admin. Use role names (e.g. 'Editor') — they will be resolved to IDs automatically. For custom roles, call getWorkspaceRolesTool first to see available options.
inviteUserToWorkspaceTool
ChatGPTInvite a user to workspace(s) by email with a specific role. If the user doesn't exist yet, a Magic Link invitation email will be sent. If the user already exists in the agency, they will be added to the workspace immediately. Standard workspace roles: Viewer, Editor, Workspace Admin. Use role names (e.g. 'Editor') — they will be resolved to IDs automatically. For custom roles, call getWorkspaceRolesTool first to see available options.
listAllExtractsTool
ChatGPTList all data extracts (may return large amounts of data) - NOTE: Currently broken due to Improvado API bug
listAllExtractsTool
ChatGPTList all data extracts (may return large amounts of data) - NOTE: Currently broken due to Improvado API bug
listDashboardsTool
ChatGPTGet list of all dashboard configurations for the current agency and workspace. Returns dashboard metadata (id, title, url) WITHOUT heavy config JSON. Use this to see what dashboards are available. For creating, editing, or deeply working with dashboards, see the
business-intelligence-editor skill — it provides a full CLI (frontend-cli.py) for dashboard work.listDashboardsTool
ChatGPTGet list of all dashboard configurations for the current agency and workspace. Returns dashboard metadata (id, title, url) WITHOUT heavy config JSON. Use this to see what dashboards are available. For creating, editing, or deeply working with dashboards, see the
business-intelligence-editor skill — it provides a full CLI (frontend-cli.py) for dashboard work.listDataTablesTool
ChatGPTView available data tables in your Improvado account
listDataTablesTool
ChatGPTView available data tables in your Improvado account
listDatasourcesTool
ChatGPTView all available data sources
listDatasourcesTool
ChatGPTView all available data sources
listDestinationsTool
ChatGPTView all available destination types (e.g. BigQuery, Snowflake, S3) on the platform. Returns each destination type with its platform slug in the
name field — use that slug as the destinationName argument for destination connection tools.listDestinationsTool
ChatGPTView all available destination types (e.g. BigQuery, Snowflake, S3) on the platform. Returns each destination type with its platform slug in the
name field — use that slug as the destinationName argument for destination connection tools.listDocuments
ChatGPTList documents with optional filtering by search query and tags. Supports pagination.
listDocuments
ChatGPTList documents with optional filtering by search query and tags. Supports pagination.
listLoadsTool
ChatGPTView all data loads for your account
listLoadsTool
ChatGPTView all data loads for your account
listRecipesTool
ChatGPTList transformation recipes (data processing workflows)
listRecipesTool
ChatGPTList transformation recipes (data processing workflows)
listSpreadsheetTabsTool
ChatGPTCheck if a Google Spreadsheet is available for a connection and list its tabs
listSpreadsheetTabsTool
ChatGPTCheck if a Google Spreadsheet is available for a connection and list its tabs
listSqlReportTypesTool
ChatGPTList tables available for import from a SQL connection (mysql, postgres, mssql, etc.). Returns paginated results with table title, sql_name, source (database/table), and additional_params (lookback_window options, historical data depth). Use this BEFORE field discovery so the user can pick a table.
listSqlReportTypesTool
ChatGPTList tables available for import from a SQL connection (mysql, postgres, mssql, etc.). Returns paginated results with table title, sql_name, source (database/table), and additional_params (lookback_window options, historical data depth). Use this BEFORE field discovery so the user can pick a table.
mcpCallToolTool
ChatGPTCall a specific MCP tool on a data source with given arguments. Use mcpListToolsTool first to discover available tools and their input schemas.
mcpCallToolTool
ChatGPTCall a specific MCP tool on a data source with given arguments. Use mcpListToolsTool first to discover available tools and their input schemas.
mcpListResourcesTool
ChatGPTList available MCP resources for a given data source and connection. Returns resource URIs, names, descriptions, and MIME types.
mcpListResourcesTool
ChatGPTList available MCP resources for a given data source and connection. Returns resource URIs, names, descriptions, and MIME types.
mcpListToolsTool
ChatGPTList available MCP tools for a given data source and connection. Returns tool names, descriptions, and input schemas.
mcpListToolsTool
ChatGPTList available MCP tools for a given data source and connection. Returns tool names, descriptions, and input schemas.
mcpReadResourceTool
ChatGPTRead the content of a specific MCP resource by URI. Use mcpListResourcesTool first to discover available resources.
mcpReadResourceTool
ChatGPTRead the content of a specific MCP resource by URI. Use mcpListResourcesTool first to discover available resources.
migrateWideExtractTool
ChatGPTMigrate a WIDE report extract to a changed set of dimensions. Changing dimensions on a wide extract cannot be done in place: this creates a NEW extract with a new data table carrying the changed dimensions, links it back to the source, and pauses the original (which stays queryable). Use this ONLY for wide-report dimension changes — for metric/property/scheduling/parameter changes use updateExtractTool instead. Pass the new full field set; the backend pre-fills any other settings from the source extract.
migrateWideExtractTool
ChatGPTMigrate a WIDE report extract to a changed set of dimensions. Changing dimensions on a wide extract cannot be done in place: this creates a NEW extract with a new data table carrying the changed dimensions, links it back to the source, and pauses the original (which stays queryable). Use this ONLY for wide-report dimension changes — for metric/property/scheduling/parameter changes use updateExtractTool instead. Pass the new full field set; the backend pre-fills any other settings from the source extract.
nameRecipeTool
ChatGPTRename a recipe and its view name (view_name must end with _recipe)
nameRecipeTool
ChatGPTRename a recipe and its view name (view_name must end with _recipe)
onboardClientTool
ChatGPTOpen the datasource onboarding catalog in Claude chat
onboardClientTool
ChatGPTOpen the datasource onboarding catalog in Claude chat
pauseExtractTool
ChatGPTPause an extract so it will not download data until unpaused
pauseExtractTool
ChatGPTPause an extract so it will not download data until unpaused
pauseLoadTool
ChatGPTPause a running data load
pauseLoadTool
ChatGPTPause a running data load
prepareNamingConventionRulesTool
ChatGPTReturns one finalized ClickHouse SELECT (MDG rule body) per workbook dimension plus createMdgViewTool-required fields: ruleName, sql, complianceCategory, runFrequency, ruleOwners, and status.
prepareNamingConventionRulesTool
ChatGPTReturns one finalized ClickHouse SELECT (MDG rule body) per workbook dimension plus createMdgViewTool-required fields: ruleName, sql, complianceCategory, runFrequency, ruleOwners, and status.
previewEmailImportAddressTool
ChatGPTPreview the email address that will be generated for email-based flat data import. Use this to show the user what email address they can send files to. The actual email is activated after the extract is created.
previewEmailImportAddressTool
ChatGPTPreview the email address that will be generated for email-based flat data import. Use this to show the user what email address they can send files to. The actual email is activated after the extract is created.
queryDestinationTool
ChatGPTRead-only access to a client destination — supports two equally-valid protocols, pick by destination type. protocol='sql': SELECT against an SQL destination (BigQuery, PostgreSQL, ClickHouse, MySQL, Snowflake, Databricks) — pass
query. protocol='file': list/download a file on a file destination (S3, GCS, Azure Blob, Azure Data Lake, SFTP, FTP, Google Drive) — pass operation ('list' to browse a prefix/folder, 'download' to get a presigned URL for a specific file) and path (relative to the destination's bucket/container/filesystem — no bucket prefix). Use protocol='file' whenever the user asks about files delivered to / present in a customer bucket, wants to inspect or hand off an export, or troubleshoots a file destination.queryDestinationTool
ChatGPTRead-only access to a client destination — supports two equally-valid protocols, pick by destination type. protocol='sql': SELECT against an SQL destination (BigQuery, PostgreSQL, ClickHouse, MySQL, Snowflake, Databricks) — pass
query. protocol='file': list/download a file on a file destination (S3, GCS, Azure Blob, Azure Data Lake, SFTP, FTP, Google Drive) — pass operation ('list' to browse a prefix/folder, 'download' to get a presigned URL for a specific file) and path (relative to the destination's bucket/container/filesystem — no bucket prefix). Use protocol='file' whenever the user asks about files delivered to / present in a customer bucket, wants to inspect or hand off an export, or troubleshoots a file destination.retrieveDocumentationTool
ChatGPTRetrieve documentation for a given url.
retrieveDocumentationTool
ChatGPTRetrieve documentation for a given url.
runExtractTool
ChatGPTManually run an extract to start downloading data immediately. Optionally specify a custom date range.
runExtractTool
ChatGPTManually run an extract to start downloading data immediately. Optionally specify a custom date range.
runLoadTool
ChatGPTManually run a data load. Optionally specify a custom date range for historical backfill.
runLoadTool
ChatGPTManually run a data load. Optionally specify a custom date range for historical backfill.
scheduleChatTool
ChatGPTSchedule a chat prompt to be executed at a specific time or on a recurring schedule. The agent will create a new chat and run the prompt at the scheduled time. This tool is already linked to the current chat — do NOT search for the chat ID before calling this tool, just call it directly. IMPORTANT: For one-time execution, schedule at least 5+ minutes in the future for reliable delivery. Time zone: Use UTC format (e.g., "2025-09-03T17:30:00Z"). SF time + 8 hours = UTC time. WARNING: When you use this tool, the current chat will automatically become shared (visible to other users in the workspace).
scheduleChatTool
ChatGPTSchedule a chat prompt to be executed at a specific time or on a recurring schedule. The agent will create a new chat and run the prompt at the scheduled time. This tool is already linked to the current chat — do NOT search for the chat ID before calling this tool, just call it directly. IMPORTANT: For one-time execution, schedule at least 5+ minutes in the future for reliable delivery. Time zone: Use UTC format (e.g., "2025-09-03T17:30:00Z"). SF time + 8 hours = UTC time. WARNING: When you use this tool, the current chat will automatically become shared (visible to other users in the workspace).
sendEmailTool
ChatGPTSend emails with markdown content converted to HTML. Supports tables, formatting, and custom recipients.
sendEmailTool
ChatGPTSend emails with markdown content converted to HTML. Supports tables, formatting, and custom recipients.
switchWorkspaceTool
ChatGPTSwitch to a different workspace. Only workspaces belonging to your agency are allowed. All subsequent tool calls will execute in the selected workspace context.
switchWorkspaceTool
ChatGPTSwitch to a different workspace. Only workspaces belonging to your agency are allowed. All subsequent tool calls will execute in the selected workspace context.
testMdgNotificationTool
ChatGPTTest an MDG rule by executing it and sending the results via email notification.
testMdgNotificationTool
ChatGPTTest an MDG rule by executing it and sending the results via email notification.
unpauseExtractTool
ChatGPTUnpause an extract so it starts downloading data again
unpauseExtractTool
ChatGPTUnpause an extract so it starts downloading data again
unpauseLoadTool
ChatGPTResume a paused data load
unpauseLoadTool
ChatGPTResume a paused data load
updateExtractTool
ChatGPTUpdate an existing extract (scheduling, fields, parameters, etc.). Requires connection_id, account_id, and template_id
updateExtractTool
ChatGPTUpdate an existing extract (scheduling, fields, parameters, etc.). Requires connection_id, account_id, and template_id
updateLoadTool
ChatGPTUpdate settings for a data load
updateLoadTool
ChatGPTUpdate settings for a data load
updateOnboardingDatasourceFilterTool
ChatGPTUpdate the recommended datasource filter for an already-open onboarding preview in Claude chat
updateOnboardingDatasourceFilterTool
ChatGPTUpdate the recommended datasource filter for an already-open onboarding preview in Claude chat
updateRecipeTool
ChatGPTUpdate a recipe step (cell) and run it
updateRecipeTool
ChatGPTUpdate a recipe step (cell) and run it
uploadFlatDataFileTool
ChatGPTUpload a flat data file (CSV, TSV, Excel, etc.) for import. Handles multipart upload, chunk transfer via presigned URLs, and antivirus scanning. Returns the file path for use in subsequent tools. ALWAYS use fileUrl from chat attachment — do NOT base64-encode files.
uploadFlatDataFileTool
ChatGPTUpload a flat data file (CSV, TSV, Excel, etc.) for import. Handles multipart upload, chunk transfer via presigned URLs, and antivirus scanning. Returns the file path for use in subsequent tools. ALWAYS use fileUrl from chat attachment — do NOT base64-encode files.
uploadNewFileToExtractTool
ChatGPTUpload a new file to an existing flat data extract (data table). Use this when the user wants to add/replace data in an existing data table. The file must already be uploaded via uploadFlatDataFileTool. The backend automatically triggers data processing after this call.
uploadNewFileToExtractTool
ChatGPTUpload a new file to an existing flat data extract (data table). Use this when the user wants to add/replace data in an existing data table. The file must already be uploaded via uploadFlatDataFileTool. The backend automatically triggers data processing after this call.
visualizationTool
ChatGPTGenerates chart visualizations from data. Supports line, bar, area, pie, scatter, and table formats with comprehensive configuration options.
visualizationTool
ChatGPTGenerates chart visualizations from data. Supports line, bar, area, pie, scatter, and table formats with comprehensive configuration options.
Capabilities
Writes
