What agents can do
What an assistant connected over MCP can read and change in each area of the studio, and which tools need a Full access key.
What an assistant connected over MCP can do, by subject, in the order the Tool list in Settings, Connect AI agent shows them. There is one tool per kind of record, and an action argument picks what it does; each table names the tools with the actions in brackets so the list in Settings maps onto the docs: what reads, what changes a record (a client asks you before a write) and what only a Full access key reaches. A destructive tool cannot be undone by doing the opposite. Whatever a tool says, the database refuses what your role may not do. Connecting an assistant and minting a key: /docs/agents/mcp.
Records and work
Everything the studio keeps a record of, and the work on it. An agent can search the records, read a project with its health, deliverables and reviews, see the pipeline and what needs a human now, and log time. It can add companies, people, projects, tasks and deliverables, move a project through its stages, book and hold a review, keep the service catalogue and the studio's own marks current, and read or teach the agent's own lessons.
| Access | Tools |
|---|---|
| Read | studio_switch (list), search, project_get (detail, client_summary, scope_check), person_get, project_list, activity (attention, recent), task_list (list, get, mine), time_summary, studio_get, service_list, template_list, agreement_list, record_icons, agent_inbox (list), agent_context (skills, memory), deliverable_list, quote (suggest), review_list, stage_list |
| Change | studio_switch (use), time (start, stop, log), task_save (create, status, done, update), project_note, project_move, company_save (create, update), person_save (create, update, merge), project_save (create, update, add_person, remove_person, add_document, archive, unarchive, scope), studio_save (update, logo, icon), service_save (create, update, add_stage, update_stage, remove_stage, reorder_stages, add_task, update_task, remove_task, archive), template_save (create, update, link, unlink, place), booking_link_save (link_template, unlink_template), person_link (link, update, unlink), record_delete (company, person, stage, round), record_image (image, icon, cover), agent_inbox (approve, deny), propose_action, agent_lesson (add, retire), record_skill_run, deliverable_save (add, update, summary, status, file, promote), agreement_date, review (schedule, add, move), review_hold, stage_save (create, update, allowance, reorder, add_planned_meeting, remove_planned_meeting), round (open, close, extra), stage_publish (publish, discard) |
| Full access only | studio_save (update), record_delete (company, person), person_save (merge), agent_inbox (approve), propose_action, agent_lesson (add), review_hold |
Destructive: studio_save (update), template_save (unlink), booking_link_save (unlink_template), service_save (remove_stage, remove_task), project_save (remove_person), person_link (unlink), record_delete (company, person, stage, round), person_save (merge), record_image (image), stage_publish (discard), stage_save (remove_planned_meeting).
Meetings and time
The diary. An agent can read the studio's log of meetings and the slots booked through its links, log a meeting with its notes and tag it to a company, project or person, and see who is booked on what over a run of days. It can make a booking link from a meeting template, set its weekly hours or open, move and remove dated times, edit its terms, expiry, booking limit, zone and project, change its host and guests, pause, close or revoke it, duplicate it as a draft or delete one, and with a Full access key publish the link itself.
| Access | Tools |
|---|---|
| Read | meeting_list, meeting_get, booking_link_list (list, get), bookings (list, who), report (saved_list, saved_run) |
| Change | meeting_save (create, update, merge, tag, untag), record_delete (meeting, meeting_link), booking_link_save (create, pause, resume, close, reopen, update, mode, hours, host, duplicate, add_guest, remove_guest, remove_window, clear_windows, update_window, time_zone, project), offer_meeting_times, booking_link_publish (publish, revoke) |
| Full access only | meeting_save (merge), booking_link_publish (publish, revoke) |
Destructive: record_delete (meeting, meeting_link), meeting_save (merge, untag), booking_link_publish (publish, revoke), booking_link_save (mode, clear_windows).
Service library
What is filed and what the numbers say. An agent can list the files against a project and fetch a short-lived download link for one, read the studio's questionnaires with the links minted for them and the answers that came back, and pull the Reports page's margin table and the portal's usage figures as numbers. Nothing here writes.
| Access | Tools |
|---|---|
| Read | project_files (list, link), form_list (forms, links), form_responses (list, read), report (margin), activity (portal) |
Docs
The product docs, over MCP. An agent can list every page and read one as Markdown, so an answer about how a status behaves or what a client sees comes from the page rather than from memory. Open to every role.
| Access | Tools |
|---|---|
| Read | docs (list, read) |
Money
Invoices, payments, expenses and what is still owed. An agent can read invoices with their totals and payments, see what an agreement says is outstanding on a project and what work is done but not billed, and list expenses and contractors' payment requests. It can draft an invoice, add and remove its lines and file an expense; issuing an invoice, recording a payment and marking one paid or cancelled need a Full access key.
| Access | Tools |
|---|---|
| Read | invoice_list (list, get), report (ledger, unbilled), expense_list (expenses, payment_requests), billing_plan_list |
| Change | invoice_save (create, add_line, remove_line), expense, invoice_issue (issue, status), payment_record, billing_plan (add, update, reorder, invoice), record_delete (billing_milestone), proposal_save (draft_from_plan) |
| Full access only | invoice_issue (issue, status), payment_record |
Destructive: invoice_save (remove_line), invoice_issue (issue), record_delete (billing_milestone).
Costs and payments
The studio's recurring costs and the calendar of its work. An agent can read the register of rent, salaries and subscriptions, what they come to a month per currency, which renew in the next fortnight and which nobody has looked at, and everything dated across projects in a window. With a Full access key it can record a new recurring cost, amend one or record its cancellation.
| Access | Tools |
|---|---|
| Read | studio_cost_list (list, renewals, stale, categories), report (burn), project_get (timeline) |
| Change | studio_cost (create, update, end) |
| Full access only | studio_cost (create, update, end) |
Proposals and terms
Quotations and the terms they were issued under. An agent can read a proposal with its priced stages and the exact wording of the terms the client agreed to. A proposal is drawn from the project's plan: proposal_save with action draft_from_plan writes the plan's stages onto a draft, and action add_stage makes a work stage with its deliverables and links it, so every stage shows its icon and deliverables. Typed scope lines are no longer accepted. It can also draft a quote for extra work; sending is done by a person in the portal, and closing a sent proposal or recording an acceptance by email needs a Full access key.
| Access | Tools |
|---|---|
| Read | proposal_list, proposal_get (get, terms) |
| Change | proposal_save (create, duplicate, update, add_stage, update_stage, remove_stage), proposal_status, quote (quote), record_acceptance |
| Full access only | proposal_status, record_acceptance |
Destructive: proposal_save (remove_stage), proposal_status.
Forms
Questionnaires sent out as a link. An agent can build a form as a draft with its sections and questions in one call, move it between draft, live and closed, and mint a reusable fill link for a live form, pinned to a company, person or project so the answers arrive attached. Reading the answers is under Service library.
| Access | Tools |
|---|---|
| Change | form_save (create, status), form_link |
| Full access only | form_link |
Studio access
Who is in the studio. An agent with a Full access key can invite somebody by email, once a person approves it. The link is emailed to them and never returned.
| Access | Tools |
|---|---|
| Change | invite_to_studio |
| Full access only | invite_to_studio |
Bulk import
A CSV of companies, people or projects, brought in as one batch. An agent can walk somebody through exporting from the tool they are leaving (HubSpot, Pipedrive, Harvest, Xero, Google Contacts, Notion, Airtable), hand over the file, which is recognised and mapped from its columns, preview what every row would do against the existing records and only then commit, and a committed batch can be taken back. Nothing reaches the registers before the commit; the guide is open to any key, and every other step needs a Full access key.
| Access | Tools |
|---|---|
| Read | import_guide |
| Change | import (stage, map, preview), import_apply (commit, revert) |
| Full access only | import (stage, map, preview), import_apply (commit, revert) |
Destructive: import_apply (revert).
In the app
- Settings, Connect AI agent, the Tool list tab: the same tools, with a badge on each that writes or needs a Full access key
- /admin/agents: the Agents page, where a proposal waits for a yes
/api/mcp: the endpoint/llms.txt: the docs index, for an agent reading these pages