add_or_edit_content_items
ChatGPTCall get_content_editing_guide once per conversation before editing content, then reuse it. Create or update selected nested content in a template or client space without removing unmentioned items. Call get_block_types first and use only valid content types and fields.
add_space_stakeholder
ChatGPTAdd a person as a stakeholder of a space by its root node ID (mirrors adding a contact to the space in the dashboard). Once added they appear in list_space_stakeholders and can be assigned to tasks with set_task_assignees or @mentioned in create_space_comment. Use this only to add a NEW person to the space — to assign someone who is already a stakeholder to a task, use set_task_assignees instead. Note: this does not send the person an invitation email or space link; sharing the space with them is a separate step.
archive_space
ChatGPTArchive — or un-archive — a space by its root node ID. Archiving hides the space from the default list without deleting it, and is reversible: set archived to false to un-archive. Mirrors the archive action in the dashboard space sidebar.
create_block
ChatGPTCall get_content_editing_guide once per conversation before editing content, then reuse it. Create a content block, optionally with nested items. Call get_block_types first and use only fields and parent-child relationships exposed there. Never guess data fields.
create_page
ChatGPTCall get_content_editing_guide once per conversation before editing content, then reuse it. Create a page in a space or template.
create_space
ChatGPTCreate a new space from a template. Before calling this, use get_template_space_properties to get the required custom properties for the template you want to create a space from.
create_template
ChatGPTCreate a new Valuecase template. By default the template is empty except for its initial page. To duplicate an existing template instead, provide sourceTemplateRootNodeId from list_templates. The returned id is the new template root node ID.
delete_content_items
ChatGPTCall get_content_editing_guide once per conversation before editing content, then reuse it. Delete selected direct children from a page, block, or root node. Ensure explicit user intent of the delete action and it's target/s before calling this tool. Always let the user what was deleted after using this tool.
edit_content_item
ChatGPTCall get_content_editing_guide once per conversation before editing content, then reuse it. Edit one existing page, block, or nested content item. Call get_block_types first and get_block before changing existing block content. Send only the fields being changed and never invent fields.
get_block
ChatGPTGet a block and its children in an editable shape. Call this before answering questions about, or updating, existing block or child content.
get_block_types
ChatGPTGet the content block types and fields available for this space or template. Call this before create_block, edit_content_item, or add_or_edit_content_items. Use only fields exposed by the result and never invent fields. Reuse the result within the conversation.
get_content_editing_guide
ChatGPTReturns Valuecase business context, block types, and page/template patterns for building spaces and templates. Call this once per conversation before creating or editing content, then reuse the result.
get_content_outline
ChatGPTGet the space or template structure: pages and their blocks, for navigation and node IDs. Block children (tasks, milestones, media, form questions, list items) are NEVER included — a block's childrenCount shows how many exist without their content. Never conclude from this tool that a block is empty or lacks media; call get_block to see a block's actual contents.
get_space_content_tree
ChatGPTGet the full page and content-block tree of a space by its root node ID. Returns a simplified, readable tree by default. Pass full=true only when you need the raw internal node structure. This response can be very large; if you only need metadata (owner, template, visits, action plan status, internal property values, forms) use get_space_summary instead.
get_space_summary
ChatGPTGet a lightweight summary of a single space by its root node ID — key metadata only (company/contact, owner, parent template, visits, last visit, activities count, action plan status & progress, internal property values, forms, comment counts), without the page/content tree. Use this instead of get_space_content_tree when you only need metadata; get_space_content_tree returns the full node tree and can be very large. Use list_space_comments to read the actual comment content.
get_template
ChatGPTGet a template by its root node ID. Returns a simplified, readable tree of pages and content blocks by default. Pass full=true only when you need the raw internal node structure.
get_template_space_properties
ChatGPTGet the space properties used by a template when creating a space. Use this before create_space to learn which customProperties can be provided, their descriptions, valid options, cardinality, and whether they are required or optional.
get_visibility_options
ChatGPTFor templates only, list properties, values, and operators available for content visibility automation.
insert_asset_library_item
ChatGPTCall get_content_editing_guide once per conversation before editing content, then reuse it. Insert an asset library search result under a compatible block in the space or template. Call search_asset_library first and use its exact assetLibraryEntryId.
list_space_action_plans
ChatGPTList the action plans on a space by its root node ID, with their milestones and tasks. Each task includes its taskNodeId (the identifier used by set_task_completion, update_task_dates and set_task_assignees), title, completion state, due/start dates, and assignees. Completed tasks are included. When a plan uses relative due dates a task's relativeDueDate (days relative to the plan's start/target date) is also surfaced. Mirrors the tasks panel in the dashboard space sidebar.
list_space_form_submissions
ChatGPTList the forms on a space together with their submissions — the actual answer data the client filled in. Each submission includes who submitted it, when it was completed (null = draft/not yet completed), and the answer to each question. File-upload answers include the file name, mime type, and a temporary download URL (presigned, valid for a few days). Discover which spaces have submissions first via list_spaces or get_space_summary (which report form completion counts). This returns the structured data and attachment links only — it does not generate PDF/CSV/ZIP exports.
list_space_owners
ChatGPTList all team members who can be owners of spaces — returns IDs, names, and emails. Use this to discover valid owner IDs before calling list_spaces with ownerIds.
list_space_properties
ChatGPTList all space property definitions that can be used for filtering — returns property keys, display names, descriptions, types, and valid option values. Use this to discover valid keys and values before calling list_spaces with internalPropertyFilters.
list_space_stakeholders
ChatGPTList the stakeholders (whitelisted users) of a space by its root node ID — the people who can be assigned to action plan tasks. Each stakeholder includes their id (use it as a whitelistedUserId for set_task_assignees), name, email, deal side (BUYER or SELLER) and whether they are an internal seller. Call this to resolve who a task should be assigned to before calling set_task_assignees.
list_spaces
ChatGPTList spaces in your Valuecase tenant with optional filtering and pagination. IMPORTANT: Before calling this tool for open-ended requests ("give me an update", "what's new", "show me spaces"), clarify the user's intent and time horizon. Do not fetch large result sets speculatively. Use createdAfter or updatedAfter to scope time-based queries. Include links to spaces by default when presenting the results.
list_templates
ChatGPTList all templates available in your Valuecase tenant
reorder_content_items
ChatGPTCall get_content_editing_guide once per conversation before editing content, then reuse it. Reorder direct children. childrenOrder must contain exactly the existing direct child IDs.
search_asset_library
ChatGPTSearch reusable files, links, and embeds in the asset library. Use a returned assetLibraryEntryId with insert_asset_library_item.
set_content_visibility_rules
ChatGPTCall get_content_editing_guide once per conversation before editing content, then reuse it. For templates only, set the visibility rules on a page, block, or milestone, or remove them. Replaces every rule currently on the node, so include the ones you want to keep. Call get_visibility_options first.
set_task_assignees
ChatGPTAssign or reassign an action plan task to space stakeholders, by its taskNodeId (from list_space_action_plans). Replaces the full assignee list with the given whitelistedUserIds (resolve these via list_space_stakeholders); pass an empty array to unassign everyone. The ids must be stakeholders of the same space.
set_task_completion
ChatGPTMark an action plan task complete or incomplete by its taskNodeId (from list_space_action_plans). Milestone completion follows automatically — a milestone is considered complete once all of its tasks are checked, so there is no separate milestone tool.
update_space_internal_property
ChatGPTUpdate the value of an INTERNAL property on a space — for example moving a space to another kanban stage or marking an internal state change. This tool only updates internal properties (the seller-side properties used for organizing and tracking spaces); it does not edit other space properties. Use list_space_properties to discover valid internal-property keys and their option values before calling this. Provide exactly one of value or values.
update_space_property
ChatGPTUpdate the value of a SHARED (client-facing) custom property on a space — the template-linked properties that personalize what the client sees in the space (e.g. shown in text, used in visibility rules). Changes here are visible to the client. This tool only edits shared properties; for seller-side kanban/tracking properties use update_space_internal_property. Use list_space_properties to discover valid keys, their category, and option values before calling this. Provide exactly one of value or values.
update_task_dates
ChatGPTSet or clear an action plan task's due date and/or start date, by its taskNodeId (from list_space_action_plans). Provide an absolute date (YYYY-MM-DD or ISO 8601, normalized to UTC midnight); pass null to clear a date; omit a field to leave it unchanged. Always pass absolute dates — if the action plan uses relative due dates, the backend automatically recomputes the day offsets from the plan's start/target date. At least one of dueDate or startDate must be provided.
