Automation Tools
MCP tools for listing, inspecting, toggling, and manually running CRM-triggered automation flows.
Overview
Automations are visual flows (a graph of nodes and edges) that connect CRM triggers to action flows. With the tools on this page you can list existing automations, inspect their flow graph, toggle their active/paused state, run them manually, and review their execution history.
Tools that take an automation_id also verify your access to the workspace the automation belongs to.
Tools
list_automations
Lists workspace automations (CRM triggers → action flows) with status and trigger type. Archived automations are excluded.
Key parameters:
| Parameter | Type | Required | Description |
|---|---|---|---|
workspace_id | UUID | Yes | Workspace ID |
Say this to your AI: "List the automations in this workspace — which are active and which are paused?"
get_automation
Fetches one automation with its full node/edge flow graph.
Key parameters:
| Parameter | Type | Required | Description |
|---|---|---|---|
automation_id | UUID | Yes | Automation ID |
Say this to your AI: "Walk me through the 'New lead welcome' automation step by step — which actions run after the trigger?"
toggle_automation
Activates a paused/draft automation, or pauses an active one. The new status is returned in the response.
Key parameters:
| Parameter | Type | Required | Description |
|---|---|---|---|
automation_id | UUID | Yes | Automation ID |
Say this to your AI: "Temporarily pause the welcome email automation."
run_automation
Triggers an automation run immediately with optional trigger data. The run executes asynchronously in the workers service — use list_automation_runs to see the outcome.
Key parameters:
| Parameter | Type | Required | Description |
|---|---|---|---|
automation_id | UUID | Yes | Automation ID |
trigger_data | object | No | Trigger data passed into the flow (key-value) |
Say this to your AI: "Manually run the follow-up reminder automation now and check the result in a bit."
list_automation_runs
Returns the recent execution history of an automation: status, trigger data, and timestamps.
Key parameters:
| Parameter | Type | Required | Description |
|---|---|---|---|
automation_id | UUID | Yes | Automation ID |
limit | number | No | Max rows (1–100, default 20) |
Say this to your AI: "Look at the last 20 runs of this automation — did any fail, and if so, why?"