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Tool Reference

Workspace Tools

Tools for listing, creating, and renaming workspaces and tracking quotas

Workspaces are your working environments in Connfig: leads, CRM records, campaigns, and members all belong to a workspace. This domain contains 5 tools. Most other tools require a workspace_id parameter — your assistant will typically call list_workspaces first to find the right ID.

Tools

list_workspaces

Lists all workspaces the authenticated user can access — owned, member of, or trusted — with their role in each.

Key parameters: Takes no parameters.

Prompt your AI like this: "Which workspaces do I have access to?"

create_workspace

Creates a new workspace owned by the authenticated user. Counts against the plan's workspace limit; titles must be unique among your own workspaces (case-insensitive).

Key parameters:

ParameterTypeRequiredPurpose
titlestring (1–100)YesWorkspace name

Prompt your AI like this: "Create a new workspace called 'Berlin Sales' for me."

rename_workspace

Renames a workspace. Only the workspace owner can rename it; the new title must be unique among their workspaces.

Key parameters:

ParameterTypeRequiredPurpose
workspace_idstring (UUID)YesWorkspace ID
titlestring (1–100)YesNew workspace name

Prompt your AI like this: "Rename the 'Berlin Sales' workspace to 'Berlin Region'."

get_workspace_usage

Returns the quota summary for a workspace: monthly lead-scrape usage/limit, rolling 30-day email usage/limit, manual CRM record count/limit, plan name, and feature flags. Quotas are billed to the workspace owner.

Key parameters:

ParameterTypeRequiredPurpose
workspace_idstring (UUID)YesWorkspace ID

Prompt your AI like this: "How much of my lead and email quota is left this month?"

list_workspace_members

Lists the members of a workspace with their roles and permission flags.

Key parameters:

ParameterTypeRequiredPurpose
workspace_idstring (UUID)YesWorkspace ID

Prompt your AI like this: "Who is in the Berlin Sales workspace and what permissions do they have?"

For inviting members, updating permissions, and removing members, see Team Tools.