Olie Flow AI

Get form(s) information. If form_id is provided, returns a specific form with all its edges and conditionals (including soft deleted). If form_id is not provided, returns all forms in the frame with their edges and conditionals.

get-form-tool

Get the full chronological history of a project's funnel step transitions within a specific project funnel. Supports filters (period, step, user).

get-funnel-step-transitions-tool

Discover every dynamic form attached to a record, and get for each one the ready-made target needed to read or answer it. Forms come grouped by where they are attached: `model_form` (the form of the record itself), `forms_from_project_funnel`, `forms_from_project_funnel_steps` and `forms_from_project_loose_forms`. Only projects have the last three; contact, customer and user records return `model_form` alone. A group that is absent or empty means no form is attached there. Every entry is already a valid target — copy the whole object into `target` of get-form-answers-tool or set-form-answers-tool without reshaping it. This tool lists where forms are, not what is in them: use get-form-tool with a returned `form_id` for the fields, types and options, and get-form-answers-tool for the current answers. For a project you have already fetched with get-project-details-tool, the same forms and answers are already in its `all_forms_answers` — call this tool when you only need the form list, or when the record is a contact, a customer or a user.

get-model-dynamic-forms-tool

Get the details like name, status, funnels, steps, forms, tags, groups and many other details of the project by project identifier.

get-project-details-tool

Get comprehensive metrics about a project funnel by project funnel identifier. Returns detailed metrics including basic info, counts, steps distribution, time metrics, activity metrics, tags, funnel status, attachments, average time per step, and average time and more.

get-project-funnel-metrics-tool

Get the content/media of the project by project identifier. Useful to understand the project progress and its content. Files are sent here too — it's like a chat history of the project, with user messages and logs. By default, only the project's MAIN channel content is returned (medias with no channel). Pass a `channel_id` to retrieve content from a specific communication channel instead. Returns paginated items.

get-project-media-tool

Get the total time a specific project spent in each funnel step. Returns an array with step_id and total time in seconds for each step the project has been through.

get-project-step-metrics-tool

Get a list of projects in a specific project funnel step. Here just basic info about the projects, no details like forms, media, etc.

get-projects-in-step-tool

Get the details like name, emails, and simple info about the user by user id.

get-user-tool

Search and list contacts of the current workspace. To find a contact by name, phone, email or role, set search and leave id null. id is only for a contact id you already know. When both are sent, id is used and search is ignored, the same way the contact screen works. Do not invent an id. Results stay inside the authenticated user's company and require the contacts.index permission. Returns basic contact info (id, name, email, phone, role). Use the contact details tool for one full record. Structured filters are the same ones the contact screen already has.

index-contacts-tool

Get available project funnels with their steps, tags, and funnel status. Can filter by specific id or search term to find funnels that contain matching steps, tags, or funnel status. Use this tool when need to find/discover funnels by step, tag, or funnel status both by id or search term.

index-project-funnels-tool

Search and list projects of the current frame (workspace) with filters, sorting and pagination. Results are automatically restricted to the projects the authenticated user is allowed to see, and only basic project info is returned (id, code, name, description, status, impact) — use the project details tool to fetch full data of a single project. Filter by exact CODE/ID, free-text search on name/code, or structured filters/sorting.

index-projects-tool

Get the current authenticated user (id, name, email, avatar_url) and the active workspace/frame context (id, name, subdomain). Use it to know who is logged in and which workspace the session is operating on.

me-tool

Move a project to a specific funnel step. Links a project to a funnel step, usually unlinking from other steps in the same funnel and forcing the funnel link if the project is not already linked to the funnel.

move-project-to-funnel-step-tool

Quick project creation with minimal information. Ideal for creating projects without configuring all details immediately. Returns the project with defaults (status: running, impact: 10). If from_project_template_identifier is provided, the project will be created by cloning an existing project (copying its settings like funnels, tags, checklists, forms, media, etc.).

quick-create-project-tool

Send content (text) to one project. Only type 1 is supported. Use `project_identifier` (CODE or UUID). For another project, call this tool again.

save-media-tool

Write or update the answers of one form at one target — one of the places that form is attached. `target` comes from get-model-dynamic-forms-tool. `form_answers` is a list of {"id": <form field id>, "answer": <value>}; the field ids come from get-form-answers-tool or from `edges[].id` of get-form-tool. Call get-form-tool first: what a field accepts depends on its `type` and `options`. This is a partial write — fields you do not send keep their current value, so send only what changes. Answering a required field with an empty value is rejected, unless that field is conditional. A field id that does not belong to this form is skipped, and a value sent to a counter field is discarded. When that happens, `message` reports how many of the ids you sent were applied and lists the ignored ones; otherwise it is a plain success string. Still compare the returned `answers` to confirm each value.

set-form-answers-tool

Use this tool when you need to know what is the current date and time in the format ISO 8601.

today-tool