Build on your commercial context.

Merge duplicate contacts/accounts.

The workspace's change feed, oldest first: each record created, updated, archived, restored or deleted on any object, with the names of the changed fields (never values), when, the actor and the basis of the values (person, reviewed, approved, collected, imported, automated).

Admin CRM import: describe → preview (no writes) → user reviews exact values/exclusions → stage the same preparation → start jobId in background.

Attach a free-form note to any record (account / contact / opportunity / touch).

Fetch any record's full detail by id.

get_record { "type": "task", "id": "91ab…" }

Create a built-in or custom record with object_type + data; relationships take ids; built-ins use typed domain logic.

create_record { "object_type": "partner",
                "data": { "name": "Globex" } }

Patch object_type + id; returns the fresh record.

update_record { "object_type": "task", "id": "91ab…",
                "data": { "status": "done" } }

List/filter any object; built-ins use typed search filters.

search_records { "object_type": "contact",
                 "query": "lindqvist" }

Archive by object_type + id (soft delete; restore_record undoes it).

Prepare all 1–500 changes without CRM writes.

Read status/details; no approval or writes.

Save approved selection; first confirmation freezes it.

Bounded record context with per-section coverage: complete, truncated, unavailable or unknown.

get_context { "type": "contact",
              "id": "6f2c…" }

Search verified Capable how-to/setup/troubleshooting articles verbatim with citations, or fetch article_key; offer related topics.

Bring back a soft-deleted record by object_type + id — the undo of delete_record, for every type it archives (a quote with its lines, a subscription with its ARR, a file while its contents remain, an email_body by its touch id).

Owner-only controls; never send messages or auto-share.

Owner-only LinkedIn review/erasure; no provider/sign-in changes.

A company's billing state (prospect, `working` = paid active, or archived): activation quote, annual capacity, approval need, live work blocking archive.

Activate a company, or request human approval for activation, after reviewing get_company_billing.

Link a contact to an account with a role from the workspace's account_contacts.role values (seed defaults: champion / economic_buyer / decision_maker / user / blocker / influencer / csm_primary).

Unlink a contact from an account (the contact and the account themselves are kept).

Read saved choices, entry context and workspace evidence for one useful customer result.

Show the workspace-setup step so the user can confirm the motion(s) you recommended, name the workspace, and save.

Commit onboarding answers into the workspace config; omitted fields stay untouched.

Summarize opportunities by type/stage and pipeline_by_lens using stage roles, not labels.

Replace an opportunity's entire product set and derive its value.

Renew a subscription: advance current_term_started_at and current_term_ends_at forward by one billing cadence (or accept explicit dates), optionally update mrr_cents/seats/plan_name (for renewals with uplift).

Cancel a subscription.

Record a call, email, meeting or LinkedIn activity; link account_id, contact_id or opportunity_id (resolve IDs first).

log_touch { "type": "call", "contact_id": "6f2c…",
            "summary": "Kickoff — scope agreed" }

Send the Capable notetaker bot to a video call.

Pull the notetaker bot out of a call and cancel the recording.

Share one recorded call outside the workspace through a private, expiring link to a page that plays it and, unless include_transcript is false, its transcript.

Read owned booking pages/URLs, availability, photo and your calendar connection to Capable: status, provider (Google or Microsoft) and calendars; plus scheduling activation and edit revisions.

Create a private booking-page draft or edit one of your pages.

Publish or pause your booking page when the user requests it.

Patch personal availability/photo across workspaces; existing meetings stay put.

Choose which of your connected calendars block availability and where new meetings are created.

Manage personal Google/Outlook calendar blocks with no attendees; nothing is sent.

Find three chronologically labeled slots; nothing is held.

find_times { "duration": 30,
             "window_start": "2026-07-06",
             "window_end": "2026-07-10" }

Place reversible, expiring, invitee-invisible calendar holds and STAGE the invitee email; this tool never emails anyone.

Sends the picker email to the invitee.

Cancel a meeting — DESTRUCTIVE and two-step: the first call (without confirm) changes nothing and returns what cancelling will do ({cancelled:false, requires_confirm:true}); confirm with the user, then call again with confirm:true.

Moves a booked meeting to a new time in place.

Preview analysis/dashboard data for your own reading; shows the user nothing.

run_report { "definition": { "version": 1, "object": "touch",
               "group_by": { "ref": { "kind": "field", "field": "type" } },
               "aggregations": [{ "fn": "count", "alias": "n" }] } }

Show an analysis/dashboard from saved CRM records as a card with "Save as view", or text if unavailable/requested.

Export one saved analysis's results as CSV through the single audited egress path.

Schedule one saved analysis to be emailed as a digest (CSV attached) to workspace members on a daily / weekly / monthly cadence (UTC); a dashboard cannot be scheduled — choose or save one panel as an analysis first.

Draft a quote for an account from catalog product IDs and quantities.

Update a quote: change its status (exactly draft → sent → accepted / lost), link an opportunity, or replace its line items.

Set/remove Fixed workspace FX rates (admin-only).

Admin PATCH; omitted/unchanged fields stay.

Admin-only membership controls.

Admin-only governance queue for requests held by policy/autonomy.

Admin-only change-feed webhooks.

Create a new custom object TYPE (e.g. Partner, Product, Investor) to operate on via create_record / update_record / search_records (admin-only).

Admin-only patch of a custom object's label, plural, blurb, icon, shared-write mode, enabled flag or display_field (null resets to name).

Add a custom field to any object that supports them (core objects with custom fields, or any custom object).

Admin-only add, relabel, recolor, position, archive or reorder of built-in pick-list values listed by describe_schema.

Create an additional pipeline (a named stage sequence) for opportunities or a custom object.

Update a pipeline by pipeline_key (or pipeline_id; id wins): rename it (label), re-point it (applies_to), replace its stages (including each stage's entry requirements) or set which opportunity types default to it (default_for_types).

Create a top-level program (a parallel workstream like Investor Relations or Partnerships, a peer of the built-in Revenue motion).

Create a derived-metric rollup that aggregates a custom source object onto a target field (e.g. usage_revenue = sum of usage records onto an account field).

Create an automation rule: when trigger_event fires (record.written) and condition_spec matches, run action_tool with action_args (a {{placeholder}} template over the trigger facts).

Apply a curated schema template from the workspace's registry — a pre-vetted bundle of objects, fields, pick-list values, pipelines and starter views — in one step (admin-only).

Read the complete workspace shape: built-in/custom objects and fields, valid values and semantic roles, relationships (FK graph), pipelines/stages, active motions, qualification framework, programs, rollups and automation rules.