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Overview/Automation

Workflows

20 read7 write

Read workflow config and stats; create or clone in DRAFT mode (never auto-activated).

Detailed reference

get_workflow_detailsreadworkflows.view

Full workflow configuration - trigger, nodes, edges, recent stats.

Parameters
workflow_id *stringWorkflow UUID.
Returns

Full workflow object with trigger, nodes (typed), edges, account_ids, stats_7d.

Example question

"Show me the configuration of my onboarding workflow."

get_workflow_performancereadworkflows.view

Workflow performance - success rate, bottleneck nodes, average duration.

Parameters
workflow_id *stringWorkflow UUID.
daysintegerWindow in days. Defaults to 30.
Returns

success_rate, avg_duration_ms, bottleneck_node_id, error_breakdown, executions_per_day.

Example question

"Where is my qualification workflow getting stuck?"

get_workflow_schemareadworkflows.view

Static JSON schema describing every available trigger, action, and condition node type. Used by Claude when constructing a workflow.

Parameters
sectionstring?"overview" (default), "triggers", "actions", "conditions", "nodes", "edges".
Returns

JSON schema with node types, required parameters, output ports.

Example question

"What trigger types can a workflow start with?"

list_workflow_templatesreadworkflows.view

Public marketplace templates available to clone into your workspace.

Parameters
categorystring?"lead_capture", "nurture", "win_back", "appointment", etc.
Returns

Array of templates with id, name, category, description, install_count, preview_image.

Example question

"What appointment-booking templates are in the marketplace?"

list_workflowsreadworkflows.view

Every workflow on the account with status and execution count.

Parameters
statusstring?"active", "paused", "draft", "archived".
pageintegerDefaults to 1.
limitintegerDefaults to 50, max 200.
Returns

Page of workflows with id, name, status, trigger_type, execution_count_30d, last_run_at.

Example question

"List all my paused workflows."

clone_workflowwriteworkflows.create

Duplicate an existing workflow as a new DRAFT (inactive). Server clamps status=draft regardless of input.

Parameters
workflow_id *stringSource workflow UUID to clone.
namestring?Optional name for the clone. Defaults to "Copy of …".
Returns

New workflow object - always created in draft mode for human review.

Example question

"Clone my best-performing workflow as a starting point for variants."

create_workflowwriteworkflows.create

Create a new workflow. Claude prompts the user to confirm before execution because this is the only non-read-only tool.

Parameters
name *stringDisplay name for the workflow.
trigger *objectTrigger config matching `get_workflow_schema(triggers)`.
nodes *object[]Action/condition nodes. Validated against schema before write.
edges *object[]Connections between nodes (source/target/port).
descriptionstring?Optional description.
account_idsstring[]?IG accounts the workflow should run on. Defaults to all.
is_activeboolean?If true, activates immediately. Defaults to false.
max_executions_per_contactinteger?Cap re-entry per lead.
cooldown_hoursinteger?Minimum hours before a lead can re-enter.
Returns

Created workflow object with id, validation result, and is_active state.

Example question

"Build me a workflow that sends a follow-up DM if a lead doesn't reply within 24 hours."

More tools

20
  • describe_actionread

    Required + optional fields, expected context, and produced outputs for one

  • describe_conditionread

    Required + optional fields for one condition_type. Call BEFORE configuring a

  • describe_triggerread

    Required + optional config fields and runtime context for one trigger_type.

  • describe_workflow_enveloperead

    Top-level workflow fields (outside nodes/triggers): name, account_ids

  • get_node_schemaread

    Required/optional fields, expected context, and produced outputs for one

  • get_workflow_failure_statsread

    Account-wide top failing workflows + top failure reasons.

  • get_workflow_node_analyticsread

    Per-node bottleneck breakdown.

  • get_workflow_split_test_analyticsread

    A/B/C split-test variant winner analysis.

  • get_workflow_step_analyticsread

    Action-level success rates and durations.

  • list_action_typesread

    All supported workflow action types with descriptions.

  • list_all_workflow_schemasread

    Bulk dump of every action + condition schema in one call. Pull this once at

  • list_condition_typesread

    All supported workflow condition types with descriptions.

  • list_trigger_typesread

    All supported workflow trigger types with descriptions.

  • list_workflow_capabilitiesread

    Live list of every supported trigger, action, condition, and flow-control feature.

  • validate_workflow_configread

    Run the live workflow validator against a node graph without saving.

  • create_workflow_from_templatewrite

    Spawn a new workflow from a marketplace template — always DRAFT.

  • delete_workflowwrite

    Soft-delete a workflow. Stops firing immediately and removes from list_workflows.

  • disable_workflowwrite

    Pause a workflow without deleting it.

  • enable_workflowwrite

    Activate a workflow so its trigger fires.

  • workflow_health_auditwrite

    Triage list of workflows whose failure rate exceeds threshold.