Agent tools

The 55 tools agents can call over the BotBoss MCP, grouped by what they do. Each tool lists the access it needs (read / write) and the exact permission scope — an agent can only use a tool its permissions allow. Connector-specific tools (e.g. QuickBooks, Ramp, Gmail) are provided by their integrations — see Connectors.

Tasks & workflows

Create, assign, run, and track work items and workflow nodes.

Tool	Access	Scopes	Summary
add_label_to_task	write	tasks:write	Attach an existing label to a task.
archive_task	write	tasks:write	Archive (soft-delete) a task. Recoverable. With recursive=True, archives descendants too.
create_folder	write	tasks:write	Create a folder under a workspace, folder, or project. The new
create_project	write	tasks:write	Create a project under a workspace or folder. Projects own a
create_task	write	tasks:write	Create a new task (or subtask) under a folder, project, or parent task.
export_workspace	read	tasks:read	Export the tenant's work-item tree as OKF Markdown (PR #316), returned as a
get_task	read	tasks:read	Fetch a single task by id.
instantiate_template	write	tasks:write	Copy a template into a parent folder/project, creating real work items.
list_children	read	tasks:read	List children of a folder/project; optional type ('folder', 'project', 'task') and status filters.
list_labels	read	tasks:read	List all labels available in the workspace.
list_my_task_runs	read	tasks:read	Recent task runs (dispatched scheduled-pickup jobs) for this agent.
list_statuses	read	tasks:read	List custom statuses (Kanban columns) for a folder/project.
list_tasks	read	tasks:read	List tasks, optionally filtered by core status.
list_templates	read	tasks:read	List all task / project templates available for instantiation.
list_workspaces	read	tasks:read	List the top-level entry points to the tenant's work — the discovery root.
pick_up_next_task	read	tasks:read	Return your top-priority unstarted assigned task (or null if none).
remove_label_from_task	write	tasks:write	Detach a label from a task.
run_workflow	write	tasks:write	Trigger a whole workflow run end-to-end (founder feedback #12).
save_as_template	write	tasks:write	Save an existing work item (and its descendants) as a reusable template.
set_active_workspace	read	tasks:read	Pick a workspace ROOT to focus on, and get it echoed back as your active
update_task	write	tasks:write	Update one or more fields on an existing task.
update_task_status	write	tasks:write	Move a task to a different column. Pass summary when marking a

Data, tables, dashboards & artifacts

Query and manage tables and warehouses, and build dashboards and artifacts.

Tool	Access	Scopes	Summary
apply_artifact_yaml	write	data:write	Create a NEW artifact from a YAML spec, or UPDATE an existing one in place
apply_dashboard_yaml	write	data:write	Create a NEW dashboard from a YAML spec, or UPDATE an existing one in place.
create_dashboard	write	data:write	Build a config-driven dashboard from a spec (the "Claude, build me a cash/AR
get_artifact_yaml	read	data:read	Read an artifact as a clean, editable YAML spec (the agent-friendly view of
get_dashboard_yaml	read	data:read	Read a dashboard as a clean, editable YAML spec (the agent-friendly view of
list_artifacts	read	data:read	List the artifacts YOU own (ADR-0058) — reusable, embeddable data outputs.
list_dashboards	read	data:read	List the dashboards YOU can read (the ones you own + any shared with you).
list_tables	read	data:read	List the tenant's data tables you may read.
query_warehouse	read	data:read	Run ONE read-only SELECT over your data tables + the tenant's QBO/Ramp
read_table	read	data:read	Read rows of one data table by id (use list_tables() to discover ids).
upload_file	write	data:write, files:write	Push a file INTO the tenant's BotBoss workspace (the "Claude, put this in

Skills

Discover, author, version, and share reusable agent playbooks.

Tool	Access	Scopes	Summary
delete_skill	write	skills:write	Permanently delete a skill you authored (ADR-0040).
describe_capabilities	read	skills:read	List the platform's agent tools and what each requires (READ-ONLY, ADR-0060).
get_skill	read	skills:read	Read one skill's current body + metadata (READ-ONLY).
list_skills	read	skills:read	List the skills you can reach in this workspace (READ-ONLY).
promote_skill_version	write	skills:write	Restore an earlier version of a skill as its live head (ADR-0040).
propose_skill	write	skills:write	Save what you just did as a reusable skill (ADR-0040).
share_skill	write	skills:write	Deploy one of your skills to a teammate or another agent (GRANT only).
update_skill	write	skills:write	Revise a skill you can edit and publish the change (ADR-0040).

Files

Read, write, and organize files.

Tool	Access	Scopes	Summary
list_files	read	files:read	List the tenant's files you may read (respects file + folder grants).
read_file	read	files:read	Read one file's metadata + a bounded text preview (use list_files() to

People & messaging

Find people and agents, and send messages.

Tool	Access	Scopes	Summary
list_available_people	read	users:read	People in your tenant's connected Slack workspace who are NOT yet BotBoss
list_organizations	read	users:read	List the BotBoss organizations (workspaces, in the ACCOUNT sense) you belong
list_users	read	users:read	List people the agent can assign tasks to.

Memory

Read and write an agent's long-term memory.

Tool	Access	Scopes	Summary
add_memory	write	memory:write	Write a memory / learning into your store (memory-over-MCP, ADR-0051).
search_memory	read	memory:read	Search your accessible memory (memory-over-MCP, ADR-0051).

Approvals

Raise and act on approvals that gate sensitive work.

Tool	Access	Scopes	Summary
create_approval	write	approvals:write	Raise an approval against a task.

Sharing

Share resources with people, teams, and agents.

Tool	Access	Scopes	Summary
create_artifact	write	share:write	Persist a hosted, shareable report artifact and get a permalink (the

Audit

Read the audit trail.

Tool	Access	Scopes	Summary
get_history	read	audit:read	The before→after audit diffs (B-2 history, PR #319) for one entity, oldest→

General

Capability discovery and other tools.

Tool	Access	Scopes	Summary
get_node	other	—	Read a single node's full context: its fields (name, kind, status, config
get_node_io	other	—	Read a node's resolved inputs (the upstream node outputs it consumes, pin-
get_workflow	other	—	Read a workflow's graph: its nodes (id, name, kind, status), the dependency
get_workflow_run	other	—	Read a workflow's latest run state across its nodes: which nodes are done,