aggregate_data
ChatGPTGroups a (filtered) entity by one or more fields and aggregates a measure per group — count, sum, avg, min, max — e.g. 'orders by status this month' or 'revenue by month'. Returns the grouped rows and the true group count. Lookup group keys come with a *_Name display sibling. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
ai_studio_activate_template
ChatGPTCreates or updates a tenant AI Studio agent from a curated template, including its active configuration. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
ai_studio_create_agent
ChatGPTCreates an AI Studio agent configuration. It is inactive unless isActive is supplied as true. Target: xMatix AI Studio API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
ai_studio_get_agent
ChatGPTReads an AI Studio agent configuration by ID. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
ai_studio_list_agent_types
ChatGPTLists supported AI Studio agent types and their configuration requirements. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
ai_studio_list_agents
ChatGPTLists the tenant’s AI Studio agent configurations. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
ai_studio_list_capabilities
ChatGPTLists capabilities that can be granted to AI Studio agents. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
ai_studio_list_models
ChatGPTLists the models available for AI Studio agent configuration. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
ai_studio_list_routing_intents
ChatGPTLists available routing intents for AI Studio agent configuration. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
ai_studio_list_templates
ChatGPTLists curated AI Studio agent templates. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
ai_studio_update_agent
ChatGPTUpdates an AI Studio agent by overlaying the supplied patch onto its existing configuration. Activation and routing changes affect subsequent agent use. Target: xMatix AI Studio API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
ai_studio_validate_agent
ChatGPTValidates an AI Studio agent configuration and overwrites its stored validation status, message and validation timestamp. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
assignment_preview
ChatGPTDry-runs rule-based assignment for a saved or temporary record: what each definition would decide for a simulated create, update or manual run, with every rule, lookup, candidate and field change traced. Writes nothing. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
audit_query
ChatGPTQueries the tenant audit trail by entity, record, actor, action and date range. Results are newest first; the before timestamp is a cursor for older entries. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
business_rule_preview
ChatGPTEvaluates saved active business rules in memory against a full inline record. It does not fetch a record from an ID alone, save changes or evaluate unsaved rules. Returns validation messages, field-state hints and the resolved record. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
component_activate_version
ChatGPTChanges the active version of a custom component used by application layouts. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
component_save_draft
ChatGPTCompiles TSX source and creates or replaces a mutable custom-component draft. Target: xMatix Custom Components API and @xmatix/runtime component contract. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
data_bulk_create
ChatGPTCreates multiple business records through the xMatix Data API and returns compact echoes. Business rules and configured lifecycle automation can update other records or contact external systems. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
data_bulk_update
ChatGPTPartially updates multiple business records of one entity through the xMatix Data API, each item named by its id, and returns compact echoes plus the ids the server skipped. Business rules and configured lifecycle automation can update other records or contact external systems. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
data_composite
ChatGPTCreates, updates or deletes business records in ordered entity groups through the xMatix Data API. References use explicit IDs. Business rules and lifecycle automation can affect other records or external systems. Returns per-group outcomes. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
data_create
ChatGPTCreates a business record through the xMatix Data API. Validation, business rules and configured lifecycle automation run as in the application; automation can update other records or contact external systems. Returns a compact record echo. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
data_delete
ChatGPTSoft-deletes a business record through the xMatix Data API. Configured delete rules and lifecycle automation can affect related records or external systems. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
data_get
ChatGPTReads one business record and optional related collections through the xMatix Data API, subject to record-level permissions. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
data_preview
ChatGPTComputes defaults for a proposed business record without saving it. This is a defaults preview, not a complete save-validation result. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
data_query
ChatGPTQueries business records with filters, ordering, paging, optional IDs and property selection. Record-level permissions apply. Missing requested IDs are reported separately. The target is the xMatix Data API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
data_query_view
ChatGPTEvaluates a saved entity view and returns its permitted business records. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
data_run_action
ChatGPTExecutes a named xMatix entity server action on a record. Effects depend on the action and can include record changes, messages and outbound calls.
data_update
ChatGPTPartially updates a business record through the xMatix Data API. Configured lifecycle automation can update other records or contact external systems. Returns a compact record echo. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
describe_entity
ChatGPTDescribes one entity: its fields (name, label, data type, lookup target, required), related lists (child collections usable as 'relations' in query_data) and actions. Field names are the exact identifiers accepted by the xMatix Data API.
document_print_migration_apply
ChatGPTCuts the tenant document prints over from banded reports to structured templates: creates tenant templates for tenant-designed prints and repoints the Print and Preview actions. Requires the tenant Document templates setting to be on. Idempotent. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
document_print_migration_dry_run
ChatGPTPlans the cutover of the tenant banded document prints to structured document templates without changing anything: per print the template it becomes, the Print and Preview actions that would be repointed, and the fields that could not be mapped. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
document_template_generate
ChatGPTGenerates the default structured document-print template for an entity from its record layout and metadata. Nothing is saved. Returns the generator decisions, the template definition object and the same definition as a JSON string, which a DocumentTemplate metadata row can store. Templates print only when the tenant Document templates setting is on. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
document_template_resolve
ChatGPTReports which print engine (template or classic) and which document template a record of the entity would print with now, from the tenant Document templates setting, template assignments by record type, company and branch, and the entity default. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
fetch
ChatGPTFetches the full content of a search result by id: 'record:{Entity}:{Guid}' returns the record, 'entity:{Name}' its definition, 'doc:{name}' a platform guide, 'kb:{id}' a knowledge passage. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
get_record
ChatGPTFetches one record by id, optionally with child relations (comma-separated related-list names). Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
import_job_status
ChatGPTReads the progress and outcome of an existing import job. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_app_create
ChatGPTCreates an integration app and initial access assignments for its administrators. The app contains connections, bindings, flows and triggers. Target: xMatix Integration API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_app_delete
ChatGPTDeletes an integration app and all of its connections, secrets, bindings, flows, versions, triggers, runs and member assignments. Target: xMatix Integration API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_app_get
ChatGPTReads one integration app and its configuration. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_app_list
ChatGPTLists integration apps with aggregate activity and run information. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_app_update
ChatGPTUpdates an integration app, including its name, activity and execution settings. Target: xMatix Integration API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_binding_delete
ChatGPTDeletes an entity binding from an integration app. Flows bound to it fail validation until re-bound. Target: xMatix Integration API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_binding_list
ChatGPTLists an integration app’s entity binding definitions. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_binding_save
ChatGPTCreates or updates an entity binding, including direction, write mode and approval settings. Target: xMatix Integration API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_connection_delete
ChatGPTDeletes a connector connection from an integration app. Flows referencing it fail at their connector steps until re-pointed. Target: xMatix Integration API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_connection_list
ChatGPTLists stored connection definitions for an integration app without executing their connectors. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_connection_save
ChatGPTCreates or updates a connector connection and its configuration in an integration app. Target: xMatix Integration API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_connection_test
ChatGPTProbes a configured connector destination using its credentials. Registered probes read remote status or sample data and may refresh authentication; they do not write business records. Target: xMatix Integration API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_connector_catalog
ChatGPTLists registered integration connectors and their supported capabilities. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_flow_delete
ChatGPTDeletes a flow definition together with all of its versions and queued work. Target: xMatix Integration API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_flow_list
ChatGPTLists an integration app’s flow definitions. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_flow_save
ChatGPTCreates or updates a flow definition and its binding. Target: xMatix Integration API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_flow_version_activate
ChatGPTReplaces a flow’s active version with the selected version, making its definition immutable. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_flow_version_create
ChatGPTCreates a new draft flow version with an optional step-graph definition through the xMatix Integration API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_flow_version_get
ChatGPTReads a flow version, including its stored step-graph definition. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_flow_version_preview
ChatGPTEvaluates pure transforms in a flow version against sample input. Connector and sink steps are skipped; no live integration execution occurs. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_flow_version_update
ChatGPTUpdates a draft flow version after static graph validation. Active versions are immutable. Target: xMatix Integration API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_flow_versions
ChatGPTLists draft and active versions of an integration flow. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_run_errors
ChatGPTReads the stored error details of an integration run. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_run_get
ChatGPTReads an integration run, including status, attempt information and archived input. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_run_replay
ChatGPTStarts another real integration execution using a run’s archived input. Configured connectors and sinks may contact external destinations and create, overwrite or delete data. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_run_steps
ChatGPTReads the stored, secret-redacted input/output snapshots of an integration run’s steps. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_runs
ChatGPTLists recent integration runs with status and latest error information. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_step_kinds
ChatGPTLists integration step kinds and their configuration schemas. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_sync_profile_list
ChatGPTLists the tenant’s sync profiles, or one profile’s entity declarations. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_sync_template_apply
ChatGPTApplies a starter sync template into the tenant’s sync profile for that external system, adding the selected entities and their field maps. Existing declarations are kept. Target: xMatix Integration API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_sync_template_list
ChatGPTLists the starter sync templates and the tenant’s existing sync profile per external system, or reads one template’s entities and parameters. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_trigger_delete
ChatGPTDeletes an integration trigger so it no longer starts its flow. Target: xMatix Integration API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_trigger_fire
ChatGPTStarts a real integration run from a trigger. Each call creates a new run; configured connectors and sinks may contact external destinations and create, overwrite or delete data. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_trigger_list
ChatGPTLists an integration app’s manual, scheduled, entity-event, webhook and poll trigger definitions. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
integration_trigger_save
ChatGPTCreates or updates an integration trigger and its execution configuration. Target: xMatix Integration API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
jobs_list
ChatGPTLists recent tenant background jobs with status, type, creation-date and paging filters. Results are ordered newest first. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
layout_add_component
ChatGPTAdds a supported component to a stored web layout and saves the modified layout document. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
layout_add_field
ChatGPTAdds a field to a stored web or mobile layout and saves the modified layout document. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
layout_describe
ChatGPTSummarizes a layout document, including its sections, fields and components. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
layout_get
ChatGPTReads a stored layout document and its properties. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
layout_get_reference
ChatGPTReads a reference layout document usable as an authoring example. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
layout_list
ChatGPTLists the layouts configured for an entity, with layout identifiers and names. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
layout_upsert
ChatGPTCreates or replaces a layout document through the xMatix Layout API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
lifecycle_plan
ChatGPTReads the entity Execution Plan: every step that runs when a record is saved, phase by phase and in order, from platform handlers, business rules, automation scripts, workflows and saved triggers, with sequence provenance and inline/async and block/continue flags. Optionally adds the Action phase for one entity action. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
list_dashboards
ChatGPTLists the native dashboards the user can open, with their widget count and description. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
list_entities
ChatGPTLists the Xmatix entities (business objects such as Account, Contact, Order, Item, Case) visible to the user, with their labels and what they are for. Optional 'search' narrows by name/label. The returned 'name' is the entity API identifier. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
list_organizations
ChatGPTLists the Xmatix organizations (tenants) this connection was granted access to and marks the active one. A connection granted one organization lists exactly one; reaching an organization outside the grant requires reconnecting with a new user consent grant.
list_reports
ChatGPTLists the saved reports the user can run, with what question each answers. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
metadata_bulk_create
ChatGPTCreates multiple rows in one metadata collection. Returns IDs and compact echoes of submitted properties. The target is the xMatix Metadata API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
metadata_clone
ChatGPTCopies a metadata row and optionally its supported child definitions under a new identity. Cloning a security profile copies grants but excludes user assignments. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
metadata_composite
ChatGPTCreates, updates or deletes metadata rows in ordered collection groups through the xMatix Metadata API. Parent-child references use explicit IDs; symbolic references are unsupported. Returns per-group outcomes. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
metadata_create
ChatGPTCreates one metadata row in the requested collection. Returns its ID and a compact echo of submitted properties. The target is the xMatix Metadata API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
metadata_delete
ChatGPTDeletes an existing metadata row from the xMatix Metadata API, subject to its dependency and permission checks. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
metadata_describe_entity
ChatGPTReturns the schema of a metadata collection, including property names, types and required fields. The target is the xMatix Metadata API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
metadata_field_domain
ChatGPTReturns the allowed domain of an entity field, including picklist values or lookup targets when available. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
metadata_get
ChatGPTReads one complete metadata row by collection and ID from the xMatix Metadata API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
metadata_list_collections
ChatGPTLists the metadata collections available for tenant configuration and their API names. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
metadata_list_fields
ChatGPTReturns the field inventory of a business entity, optionally filtered by exact field names, including types, required flags and lookup targets. Unmatched names include suggestions. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
metadata_query
ChatGPTQueries rows of a metadata collection using filters, ordering, paging and optional property selection. Unselected long strings may be truncated. The target is the xMatix Metadata API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
metadata_update
ChatGPTPartially updates an existing metadata row using the submitted properties and returns a compact echo. The target is the xMatix Metadata API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
query_data
ChatGPTQueries records of one entity with an optional filter, ordering and page, returning the matching rows (RBAC-scoped to the user) plus the total count. Pass 'relations' to include child records (e.g. an order with its lines) and 'ids' to fetch specific records in one call. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
query_related
ChatGPTReturns the child records of one parent record across a named related list (e.g. Order → OrderLines), paged and optionally filtered. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
read_platform_docs
ChatGPTReads the Xmatix platform cookbook — curated guides on how each module and business process works (entities involved, how they connect, field meanings, query quirks). Without 'doc' it lists the available guides; with 'doc' it returns that guide's content. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
result_query
ChatGPTEvaluates a jq expression over a result cached in this session and returns the selected or computed data. Large derived results may receive a new session-local handle; business records and configuration are unchanged. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
run_dashboard
ChatGPTEvaluates a native dashboard's tiles (all, or the named widgets) with its default filters or an explicit date range, returning each tile's figures — the fastest way to answer 'how are we doing' questions the dashboard already answers. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
run_report
ChatGPTRuns a saved report (by name, label or id) and returns the total row count plus the first rows. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
script_activate_version
ChatGPTChanges the active version of an automation script, affecting subsequent executions. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
script_add_version
ChatGPTCompiles and saves a new C# automation-script version. The optional setAsCurrent payload flag can replace the active version when compilation succeeds. Target: xMatix Automation Scripts API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
script_create_draft
ChatGPTCompiles and saves C# source as the mutable draft of an existing automation script. It can replace an existing inactive draft; it does not activate the script. Target: xMatix Automation Scripts API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
script_entity_typings
ChatGPTReturns the C# field and entity typings available to automation scripts for a business entity. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
script_run_get
ChatGPTReads an automation run, including status, output and error details. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
script_runs
ChatGPTLists recent automation-script runs, optionally restricted to one script. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
script_scratch_run
ChatGPTCreates a temporary automation script and matching test bindings, compiles and executes C# source, then attempts cleanup. Run history and script side effects can persist, and cleanup can fail. Script capabilities include data changes and external calls. Target: xMatix Automation Scripts API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
script_test_run
ChatGPTExecutes an automation script in test mode and returns diagnostics and outcomes. Run history is persisted. Script capabilities can modify data or contact external systems; test mode is not a guarantee of no side effects. Target: xMatix Automation Scripts API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
search
ChatGPTSearches Xmatix and returns matching result identifiers, titles and excerpts. Without 'entity' it searches the knowledge base, platform guides and entity names; with 'entity' it searches that entity's records by their Name field. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
search_knowledge
ChatGPTSearches the organization's knowledge base (uploaded documents, articles, policies indexed for Sense AI) and returns the most relevant passages with their source. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
switch_organization
ChatGPTChanges the active organization for this conversation to a slug or subscription key granted to the connection. Subsequent operations use that organization. Without an organization argument, returns the available choices without changing the active organization. A connection granted a single organization has nothing to change and reports that. Organizations outside the connection's consent grant are inaccessible.
whoami
ChatGPTReturns the signed-in Xmatix user, the active organization (tenant), the other organizations this connection covers, and the granted scopes.
workflow_activity_descriptors
ChatGPTLists available workflow activity types and their input/output descriptors. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
workflow_create
ChatGPTCreates a workflow definition from an Elsa activity tree through the xMatix Workflows API. The optional publish flag makes the new workflow available to its configured triggers. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
workflow_get
ChatGPTReads a workflow definition and its activity tree. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
workflow_instances
ChatGPTLists execution instances of a workflow definition. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
workflow_list
ChatGPTLists workflow definitions belonging to the current tenant. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
workflow_publish
ChatGPTPublishes a workflow definition so its configured triggers can execute it. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
workflow_retract
ChatGPTRetracts a published workflow definition, stopping it from handling new triggers. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
workflow_update
ChatGPTSaves a new version of an existing workflow and updates its latest-version state. The optional publish flag changes its published behavior. Target: xMatix Workflows API. Optional: pass 'organization' to run just this call in another organization this connection covers — the conversation itself stays where it is.
aggregate_data
Claudeai_studio_activate_template
Claudeai_studio_create_agent
Claudeai_studio_get_agent
Claudeai_studio_list_agent_types
Claudeai_studio_list_agents
Claudeai_studio_list_capabilities
Claudeai_studio_list_models
Claudeai_studio_list_routing_intents
Claudeai_studio_list_templates
Claudeai_studio_update_agent
Claudeai_studio_validate_agent
Claudeaudit_query
Claudebusiness_rule_preview
Claudecomponent_activate_version
Claudecomponent_save_draft
Claudedata_bulk_create
Claudedata_composite
Claudedata_create
Claudedata_delete
Claudedata_get
Claudedata_preview
Claudedata_query
Claudedata_query_view
Claudedata_run_action
Claudedata_update
Claudedescribe_entity
Claudefetch
Claudeget_record
Claudeimport_job_status
Claudeintegration_app_create
Claudeintegration_app_get
Claudeintegration_app_list
Claudeintegration_app_update
Claudeintegration_binding_list
Claudeintegration_binding_save
Claudeintegration_connection_list
Claudeintegration_connection_save
Claudeintegration_connection_test
Claudeintegration_connector_catalog
Claudeintegration_flow_list
Claudeintegration_flow_save
Claudeintegration_flow_version_activate
Claudeintegration_flow_version_create
Claudeintegration_flow_version_get
Claudeintegration_flow_version_preview
Claudeintegration_flow_version_update
Claudeintegration_flow_versions
Claudeintegration_run_errors
Claudeintegration_run_get
Claudeintegration_run_replay
Claudeintegration_run_steps
Claudeintegration_runs
Claudeintegration_step_kinds
Claudeintegration_trigger_fire
Claudeintegration_trigger_list
Claudeintegration_trigger_save
Claudejobs_list
Claudelayout_add_component
Claudelayout_add_field
Claudelayout_describe
Claudelayout_get
Claudelayout_get_reference
Claudelayout_list
Claudelayout_upsert
Claudelist_dashboards
Claudelist_entities
Claudelist_organizations
Claudelist_reports
Claudemetadata_bulk_create
Claudemetadata_clone
Claudemetadata_composite
Claudemetadata_create
Claudemetadata_delete
Claudemetadata_describe_entity
Claudemetadata_field_domain
Claudemetadata_get
Claudemetadata_list_collections
Claudemetadata_list_fields
Claudemetadata_query
Claudemetadata_update
Claudequery_data
Claudequery_related
Clauderead_platform_docs
Clauderesult_query
Clauderun_dashboard
Clauderun_report
Claudescript_activate_version
Claudescript_add_version
Claudescript_create_draft
Claudescript_entity_typings
Claudescript_run_get
Claudescript_runs
Claudescript_scratch_run
Claudescript_test_run
Claudesearch
Claudewhoami
Claudeworkflow_activity_descriptors
Claudeworkflow_create
Claudeworkflow_get
Claudeworkflow_instances
Claudeworkflow_list
Claudeworkflow_publish
Claudeworkflow_retract
Claudeworkflow_update
Claude
