> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ravenna.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Available tools

> Browse Ravenna MCP tools by domain including ticket management, user administration, access control, workflows, analytics, and workspace configuration.

The Ravenna MCP server provides tools covering ticket management, user administration, access control, workflows, analytics, and workspace configuration. Your AI client automatically discovers tool schemas and parameters when it connects to the server.

<Callout type="info">
  You do not need to memorize tool names or parameters. Your AI client discovers them automatically. This page helps you understand what is possible so you can ask your assistant the right questions.
</Callout>

***

## Tickets

Manage the full lifecycle of tickets in your workspace.

<AccordionGroup>
  <Accordion title="List tickets" defaultOpen>
    Retrieve tickets from your workspace with optional filters.

    * View all tickets or filter by status, assignee, or channel
    * Build custom reports by combining with other tools
    * Monitor ticket queues for triage
  </Accordion>

  <Accordion title="Get ticket by ID">
    Fetch full details for a specific ticket including messages, status, and metadata.

    * Review complete ticket history
    * Check current status and assignee
    * Retrieve custom field values
  </Accordion>

  <Accordion title="Create ticket">
    Create a new ticket with a title, description, and optional fields like priority, category, and assignee.

    * Log new requests from conversations
    * Create follow-up tickets from existing work
  </Accordion>

  <Accordion title="Bulk create tickets">
    Create multiple tickets in a single operation.

    * Set up recurring tasks from a template
    * Log multiple related requests at once
    * Seed tickets for a new project or initiative
  </Accordion>

  <Accordion title="Update ticket">
    Modify ticket fields such as status, priority, assignee, category, or custom fields.

    * Reassign tickets during triage
    * Update priority based on new information
    * Change status as work progresses
  </Accordion>

  <Accordion title="Search tickets">
    Perform <Tooltip headline="Semantic search" tip="Search that understands meaning and context, not just exact keyword matches. Finds relevant results even when different words are used.">semantic search</Tooltip> across tickets to find relevant results by meaning, not just exact keywords.

    * Find related tickets when investigating an issue
    * Locate duplicates before creating new tickets
    * Search across all ticket content including messages
  </Accordion>

  <Accordion title="Find duplicates">
    Identify tickets that may be duplicates of each other.

    * Reduce duplicate work by finding existing tickets
    * Clean up ticket backlogs
    * Merge related requests
  </Accordion>

  <Accordion title="Move tickets">
    Move tickets between channels, individually or in bulk.

    * Route tickets to the correct team
    * Reorganize work across channels
    * Perform bulk moves for channel restructuring
  </Accordion>

  <Accordion title="Share and unshare tickets">
    Control ticket visibility by sharing or unsharing tickets across channels.

    * Share tickets with additional teams for collaboration
    * Remove shared access when no longer needed
    * Bulk share tickets for cross-team initiatives
  </Accordion>

  <Accordion title="Delete ticket">
    Permanently remove a ticket from the workspace.

    * Clean up test or accidental tickets
    * Remove spam submissions
  </Accordion>

  <Accordion title="Get descendant tickets">
    Retrieve child tickets linked to a parent ticket.

    * View sub-tasks of a larger project
    * Track progress across related work items
  </Accordion>
</AccordionGroup>

### Ticket messages

Add and manage messages on tickets to track communication and progress.

<AccordionGroup>
  <Accordion title="List messages">
    Retrieve all messages on a specific ticket.

    * Review the full conversation history
    * Summarize ticket activity for stakeholders
    * Search for specific updates within a ticket
  </Accordion>

  <Accordion title="Create message">
    Add a new message to a ticket.

    * Post updates or status changes
    * Add internal notes for your team
    * Reply to requester questions
  </Accordion>

  <Accordion title="Update message">
    Edit an existing message on a ticket.

    * Correct information in a previous update
    * Add additional context to a message
  </Accordion>

  <Accordion title="Get message by ID">
    Fetch a specific message by its unique identifier.

    * Retrieve the exact content of a particular message
    * Reference a specific update in another context
  </Accordion>

  <Accordion title="Delete message">
    Remove a message from a ticket.

    * Delete messages posted in error
    * Remove outdated information
  </Accordion>
</AccordionGroup>

### Ticket statuses

Define and manage the status options available for tickets in your workspace.

<AccordionGroup>
  <Accordion title="List statuses">
    Retrieve all ticket statuses configured in the workspace.

    * View available status options for ticket updates
    * Audit your status workflow
  </Accordion>

  <Accordion title="Get status">
    Fetch details for a specific status.

    * Check status configuration and properties
  </Accordion>

  <Accordion title="Create status">
    Add a new status option to the workspace.

    * Extend your workflow with additional stages
    * Add custom statuses for specific processes
  </Accordion>

  <Accordion title="Update status">
    Modify an existing status, such as its name or order.

    * Rename statuses to match updated workflows
    * Reorder statuses in the pipeline
  </Accordion>

  <Accordion title="Delete status">
    Remove a status from the workspace.

    * Clean up unused status options
    * Simplify your ticket workflow
  </Accordion>

  <Accordion title="Get ticket counts by status">
    Retrieve the number of tickets in each status.

    * Generate quick status reports
    * Monitor queue health and workload distribution
    * Identify bottlenecks in your workflow
  </Accordion>
</AccordionGroup>

### Ticket tags

Organize and classify tickets with tags.

<AccordionGroup>
  <Accordion title="List tags">
    Retrieve all tags in the workspace.

    * View available tags before applying them
    * Audit tag usage across the workspace
  </Accordion>

  <Accordion title="Create tag">
    Create a new tag for classifying tickets.

    * Add tags for new projects or initiatives
    * Create tags for specific issue types
  </Accordion>

  <Accordion title="Update tag">
    Modify a tag's name or properties.

    * Rename tags to match updated conventions
  </Accordion>

  <Accordion title="Delete tag">
    Remove a tag from the workspace.

    * Clean up unused or deprecated tags
  </Accordion>

  <Accordion title="Bulk delete tags">
    Remove multiple tags at once.

    * Clean up tag sprawl across the workspace
    * Remove tags from a completed project
  </Accordion>
</AccordionGroup>

### Ticket links

Create relationships between tickets and external resources.

<AccordionGroup>
  <Accordion title="List links">
    Retrieve all links associated with a ticket.

    * View connected tickets and external references
    * Audit relationships between work items
  </Accordion>

  <Accordion title="Get link">
    Fetch details for a specific ticket link.

    * Check the status of a linked external resource
  </Accordion>

  <Accordion title="Create link">
    Create a new link between tickets or to an external resource.

    * Connect related tickets for tracking
    * Link tickets to external tools like Jira or Linear
  </Accordion>

  <Accordion title="Update link">
    Modify an existing ticket link.

    * Update link metadata or relationship type
  </Accordion>

  <Accordion title="Delete link">
    Remove a link from a ticket.

    * Clean up incorrect or outdated links
  </Accordion>
</AccordionGroup>

### Task items

Manage individual task items within tickets for granular work tracking.

<AccordionGroup>
  <Accordion title="List task items">
    Retrieve task items for a ticket.

    * View the checklist of sub-tasks on a ticket
    * Check completion status of individual items
  </Accordion>

  <Accordion title="List assigned task items">
    Retrieve task items assigned to the current user across the current workspace.

    * View your personal task list with linked ticket context (queue and ticket number)
    * Filter by completion status to focus on open work
    * Paginate through results for large task lists
  </Accordion>

  <Accordion title="Create task item">
    Add a new task item to a ticket.

    * Break down tickets into actionable steps
    * Add checklist items during triage
  </Accordion>

  <Accordion title="Update task item">
    Modify a task item, such as marking it complete or changing its description.

    * Track progress on individual steps
    * Update task details as requirements change
  </Accordion>

  <Accordion title="Delete task item">
    Remove a task item from a ticket.

    * Remove tasks that are no longer relevant
  </Accordion>
</AccordionGroup>

### Task templates

Create and manage reusable task templates that can be applied to tickets.

<AccordionGroup>
  <Accordion title="List templates">
    Retrieve all task templates in the workspace.

    * View available templates for common processes
    * Audit template usage
  </Accordion>

  <Accordion title="Get template">
    Fetch details for a specific task template including its items.

    * Review template content before applying
    * Check template configuration
  </Accordion>

  <Accordion title="Create template">
    Create a new task template with a set of predefined items.

    * Standardize processes like onboarding or incident response
    * Create checklists for recurring procedures
  </Accordion>

  <Accordion title="Update template">
    Modify an existing task template.

    * Add or remove items from a template
    * Update template names or descriptions
  </Accordion>

  <Accordion title="Delete template">
    Remove a task template from the workspace.

    * Clean up outdated or unused templates
  </Accordion>
</AccordionGroup>

### Categories

Organize tickets into categories for classification and routing.

<AccordionGroup>
  <Accordion title="List categories">
    Retrieve all categories in the workspace.

    * View the category structure
    * Find the correct category for ticket assignment
  </Accordion>

  <Accordion title="Get category">
    Fetch details for a specific category.

    * Check category configuration and properties
  </Accordion>

  <Accordion title="Create category">
    Add a new category to the workspace.

    * Set up categories for new service areas
    * Add sub-categories for more specific classification
  </Accordion>

  <Accordion title="Update category">
    Modify a category's name or properties.

    * Rename categories to match updated team structures
  </Accordion>

  <Accordion title="Delete category">
    Remove a category from the workspace.

    * Clean up unused categories
  </Accordion>
</AccordionGroup>

### Channels

Manage the channels (queues) where tickets are received and organized.

<AccordionGroup>
  <Accordion title="List channels">
    Retrieve all channels in the workspace.

    * View your channel structure
    * Find channels for ticket routing
  </Accordion>

  <Accordion title="Get channel">
    Fetch details for a specific channel.

    * Check channel configuration and settings
  </Accordion>

  <Accordion title="Create channel">
    Create a new channel for receiving tickets.

    * Set up channels for new teams or service areas
    * Create dedicated channels for specific ticket types
  </Accordion>

  <Accordion title="Update channel">
    Modify channel settings such as name, description, or configuration.

    * Update channel details as team structures change
  </Accordion>

  <Accordion title="Delete channel">
    Remove a channel from the workspace.

    * Clean up unused or deprecated channels
  </Accordion>
</AccordionGroup>

### Custom fields

Define custom data fields that can be added to ticket forms.

<AccordionGroup>
  <Accordion title="List custom fields">
    Retrieve all custom fields in the workspace.

    * View available fields for form configuration
    * Audit field usage across forms
  </Accordion>

  <Accordion title="Get custom field">
    Fetch details for a specific custom field.

    * Check field type, validation, and configuration
  </Accordion>

  <Accordion title="Create custom field">
    Define a new custom field for tickets.

    * Add fields for capturing specific data points
    * Create dropdown, text, or date fields
  </Accordion>

  <Accordion title="Update custom field">
    Modify a custom field's properties.

    * Change field labels or validation rules
    * Update field descriptions
  </Accordion>

  <Accordion title="Delete custom field">
    Remove a custom field from the workspace.

    * Clean up fields that are no longer needed
  </Accordion>
</AccordionGroup>

### Custom field options

Manage the selectable options for dropdown-type custom fields.

<AccordionGroup>
  <Accordion title="List options">
    Retrieve all options for a custom field.

    * View available choices for a dropdown field
  </Accordion>

  <Accordion title="Get option">
    Fetch details for a specific option.

    * Check option configuration and order
  </Accordion>

  <Accordion title="Create option">
    Add a new option to a custom field.

    * Extend dropdown choices as new values are needed
  </Accordion>

  <Accordion title="Update option">
    Modify an option's label or order.

    * Rename options to match updated terminology
  </Accordion>

  <Accordion title="Delete option">
    Remove an option from a custom field.

    * Clean up deprecated choices
  </Accordion>
</AccordionGroup>

***

## Platform

### Users

Look up and manage user accounts in your organization.

<AccordionGroup>
  <Accordion title="Get current user">
    Retrieve the profile of the authenticated user.

    * Verify your connection and identity
    * Check your own permissions and role
  </Accordion>

  <Accordion title="List users">
    Retrieve all users in the organization.

    * Find users for ticket assignment
    * Generate user reports
    * Audit organization membership
  </Accordion>

  <Accordion title="Get user">
    Fetch details for a specific user by ID.

    * Look up a user's profile, role, and group memberships
    * Verify user details for access requests
  </Accordion>

  <Accordion title="Update user">
    Modify a user's profile or settings.

    * Update user roles or properties
    * Manage user account details
  </Accordion>

  <Accordion title="Create user">
    Create a new user in the organization and optionally add them to a workspace. Requires organization admin privileges.

    * Onboard new team members by creating their account and workspace membership in one step
    * Create user accounts without sending invitation emails for pre-provisioned setups
    * Add users to a specific workspace with a designated role (Guest, Member, or Admin)
  </Accordion>
</AccordionGroup>

### User groups

Organize users into groups for permissions, assignment, and routing.

<AccordionGroup>
  <Accordion title="List groups">
    Retrieve all user groups in the organization.

    * View team structure and group organization
    * Find groups for routing rules
  </Accordion>

  <Accordion title="Get group">
    Fetch details for a specific group.

    * Check group configuration and membership count
  </Accordion>

  <Accordion title="Get group with users">
    Retrieve a group along with its full member list.

    * See who belongs to a specific team
    * Audit group membership for compliance
  </Accordion>

  <Accordion title="Get group with users and workspaces">
    Retrieve a group with its members and associated workspaces.

    * View the full scope of a group's access
    * Audit cross-workspace permissions
  </Accordion>

  <Accordion title="Create group">
    Create a new user group.

    * Set up groups for new teams or departments
    * Create groups for access control policies
  </Accordion>

  <Accordion title="Update group">
    Modify a group's name, description, or membership.

    * Update group details as teams change
    * Add or remove members from a group
  </Accordion>
</AccordionGroup>

### Organization

Retrieve information about your Ravenna organization.

<AccordionGroup>
  <Accordion title="Get organization">
    Fetch details about the organization including name, settings, and configuration.

    * View organization-level settings
    * Check your organization's configuration
  </Accordion>
</AccordionGroup>

### Organization members

View members of your organization with full user details.

<AccordionGroup>
  <Accordion title="List members">
    Retrieve all organization members with full user profile details.

    * Generate organization-wide user reports
    * Audit who has access to the organization
    * Look up members across all workspaces
  </Accordion>
</AccordionGroup>

### Workspaces

Manage the workspaces within your organization.

<AccordionGroup>
  <Accordion title="List workspaces">
    Retrieve all workspaces in the organization.

    * View your workspace structure
    * Find workspaces for cross-workspace operations
  </Accordion>

  <Accordion title="Get workspace">
    Fetch details for a specific workspace.

    * Check workspace configuration and settings
  </Accordion>

  <Accordion title="Create workspace">
    Create a new workspace within the organization.

    * Set up workspaces for new departments or teams
  </Accordion>

  <Accordion title="Update workspace">
    Modify workspace settings.

    * Update workspace name, description, or configuration
  </Accordion>
</AccordionGroup>

### Workspace members

View members of a specific workspace.

<AccordionGroup>
  <Accordion title="List workspace members">
    Retrieve all members of a workspace.

    * View who has access to a specific workspace
    * Audit workspace membership
  </Accordion>

  <Accordion title="List members with user details">
    Retrieve workspace members with full user profile data.

    * Generate workspace-specific user reports
    * Look up member details for assignment or routing
  </Accordion>
</AccordionGroup>

### Applications

Manage the applications in your organization that users can request access to.

<AccordionGroup>
  <Accordion title="Create application">
    Create a new application in the organization with a name and optional description, workspace associations, and archived status.

    * Onboard a new SaaS app or internal tool into your access catalog
    * Provision applications programmatically as part of IT setup
    * Associate the application with one or more workspaces at creation time
  </Accordion>
</AccordionGroup>

### Access policies

Configure and manage access control policies for applications and resources.

<AccordionGroup>
  <Accordion title="List policies">
    Retrieve all access policies in the workspace.

    * View your access control configuration
    * Audit existing policies
  </Accordion>

  <Accordion title="Get policy">
    Fetch details for a specific access policy.

    * Review policy rules and conditions
    * Check approval requirements
  </Accordion>

  <Accordion title="Create policy">
    Define a new access policy for an application or resource.

    * Set up access controls for new applications
    * Create policies with approval workflows
  </Accordion>

  <Accordion title="Update policy">
    Modify an existing access policy.

    * Adjust approval requirements
    * Update policy scope or conditions
  </Accordion>

  <Accordion title="Delete policy">
    Remove an access policy.

    * Clean up policies for decommissioned applications
  </Accordion>

  <Accordion title="Validate access level eligibility">
    Check whether a user meets the requirements for a specific access level.

    * Pre-screen access requests before submission
    * Verify eligibility during approval workflows
  </Accordion>

  <Accordion title="List eligible access levels">
    Retrieve access levels a user is eligible for.

    * Show available options during access requests
    * Determine what a user can request
  </Accordion>

  <Accordion title="List eligible applications">
    Retrieve applications a user is eligible to request access to.

    * Guide users to available applications
    * Filter access request options by eligibility
  </Accordion>
</AccordionGroup>

### Access levels

Define and manage the specific permissions, roles, or entitlements that users can request within an application (for example, "Admin Access", "Read-Only", or "Developer Role").

<AccordionGroup>
  <Accordion title="List access levels">
    Retrieve access levels across all applications in the organization, optionally filtered by application.

    * Discover what access can be requested for a given application
    * Audit access levels across the organization
  </Accordion>

  <Accordion title="Create access level">
    Create a new access level for an application by specifying the application, provisioning method, and optional approvers or access policy.

    * Define a new requestable permission such as "Admin Access" or "Viewer Role"
    * Link the access level to an approval policy at creation time
  </Accordion>

  <Accordion title="Update access level">
    Modify an access level's name, description, approvers, provisioning method, or associated access policy.

    * Adjust approvers or provisioning behavior for future requests
    * Rename or relink an access level without affecting existing entitlements
  </Accordion>
</AccordionGroup>

### Approval templates

Create and manage reusable, multi-round approval workflows that can be applied across access requests, ticket escalations, change management, and other workflows requiring sign-off.

<AccordionGroup>
  <Accordion title="List approval templates">
    Retrieve all approval templates in the organization.

    * Find existing templates when configuring workflows
    * Audit approval processes across the organization
  </Accordion>

  <Accordion title="Get approval template">
    Fetch a specific approval template, including its rounds and approver configuration.

    * Review the approval workflow before assigning it to a queue or policy
    * Inspect approver setup when troubleshooting
  </Accordion>

  <Accordion title="Create approval template">
    Define a new approval template with one or more rounds of approvers. Approvers can be specific users or groups, or dynamic options such as the requester's manager.

    * Standardize multi-round approval workflows for reuse across the app
    * Provision templates programmatically as part of workspace setup
  </Accordion>

  <Accordion title="Update approval template">
    Modify the rounds or approver configuration on an existing template. Changes affect new workflows; in-flight approvals continue with their original configuration.

    * Adjust approvers as team structures change
    * Add or reorder rounds without rebuilding downstream workflows
  </Accordion>
</AccordionGroup>

***

## Automation

### Code actions

Manage automated code actions that execute custom logic.

<AccordionGroup>
  <Accordion title="List code actions">
    Retrieve all code actions in the workspace.

    * View available automations
    * Audit existing code actions
  </Accordion>

  <Accordion title="Get code action">
    Fetch details for a specific code action including its configuration and status.

    * Review action logic and settings
    * Check activation status
  </Accordion>

  <Accordion title="Create code action">
    Define a new code action with custom logic.

    * Build custom automations for your workspace
    * Create actions that integrate with external APIs
  </Accordion>

  <Accordion title="Update code action">
    Modify a code action's configuration or logic.

    * Update action behavior
    * Fix issues in existing actions
  </Accordion>

  <Accordion title="Delete code action">
    Remove a code action from the workspace.

    * Clean up unused automations
  </Accordion>

  <Accordion title="Analyze code action">
    Run analysis on a code action to validate its logic.

    * Check for errors before activation
    * Validate action configuration
  </Accordion>

  <Accordion title="Activate code action">
    Enable a code action so it runs in production.

    * Deploy new automations
    * Re-enable previously disabled actions
  </Accordion>
</AccordionGroup>

### Agents

Configure the AI agents that handle conversations, route requests, and automate work in your workspace.

<AccordionGroup>
  <Accordion title="List agents">
    Retrieve all AI agents in the workspace.

    * View available agents and their configuration
    * Audit agent deployment across channels
  </Accordion>

  <Accordion title="Get agent">
    Fetch details for a specific agent including its capabilities, rules, and connected channels.

    * Review agent configuration before changes
    * Check which knowledge sources and tools are enabled
  </Accordion>

  <Accordion title="Create agent">
    Create a new AI agent with a name, description, and initial configuration.

    * Stand up a new agent for a specific team or domain
    * Provision agents programmatically as part of onboarding
  </Accordion>

  <Accordion title="Update agent">
    Modify an existing agent's name, description, capabilities, or configuration.

    * Rename agents to reflect their scope
    * Update escalation instructions or capability settings
    * Adjust which channels an agent serves
  </Accordion>

  <Accordion title="Delete agent">
    Remove an agent from the workspace.

    * Decommission agents that are no longer needed
    * Clean up test agents
  </Accordion>
</AccordionGroup>

<Callout icon="link" color="#6B7280">
  Learn more about [configuring agents](/documentation/automate/agents/configure)
</Callout>

### Agent rules

Manage the natural language rules that define how your agents handle specific scenarios. Rules can be workspace-level (shared across agents) or attached to individual agents.

<AccordionGroup>
  <Accordion title="List rules">
    Retrieve all agent rules in the workspace, or rules attached to a specific agent.

    * Audit the rules powering your agents
    * Find rules that reference a specific form, workflow, or knowledge folder
  </Accordion>

  <Accordion title="Get rule">
    Fetch details for a specific rule including its title, instruction, and enabled state.

    * Review rule content before editing
    * Inspect rules referenced in incident reviews
  </Accordion>

  <Accordion title="Create rule">
    Create a new agent rule with a title and natural language instruction. Optionally attach it to one or more agents.

    * Add a rule for a new request type your agents should handle
    * Bulk-author rules from external prompts or templates
  </Accordion>

  <Accordion title="Update rule">
    Modify a rule's title, instruction, or enabled state.

    * Iterate on rule wording to improve agent behavior
    * Disable a rule temporarily while debugging
  </Accordion>

  <Accordion title="Delete rule">
    Remove an agent rule from the workspace.

    * Clean up rules that are no longer relevant
    * Remove duplicates after consolidating behavior
  </Accordion>

  <Accordion title="Attach rule to agent">
    Add an existing workspace-level rule to a specific agent.

    * Reuse a shared rule across multiple agents for consistent behavior
    * Roll out a new rule to selected agents only
  </Accordion>

  <Accordion title="Detach rule from agent">
    Remove a rule from an agent without deleting the rule itself.

    * Stop an agent from using a shared rule while keeping it available for others
  </Accordion>
</AccordionGroup>

<Callout icon="link" color="#6B7280">
  Learn more about [writing agent rules](/documentation/automate/agents/configure#rules)
</Callout>

### Workflows

Build, edit, and manage multi-step workflows directly from your AI client. Use these tools to author new workflows, adjust steps and connections, and control the workflow lifecycle.

<AccordionGroup>
  <Accordion title="List workflows">
    Retrieve workflows in the workspace, with optional search by name.

    * Find an existing workflow before editing
    * Audit which workflows are active or paused
  </Accordion>

  <Accordion title="Create workflow">
    Create a new workflow with a name, description, and trigger. Optionally include initial steps and connections.

    * Draft a new workflow from a natural language description
    * Scaffold workflows programmatically as part of onboarding
  </Accordion>

  <Accordion title="Update workflow">
    Apply partial updates to a workflow's name, description, or steps.

    * Rename a workflow to match a new process
    * Iterate on workflow logic without rebuilding it
  </Accordion>

  <Accordion title="Duplicate workflow">
    Create a copy of an existing workflow.

    * Branch a working workflow to experiment with changes
    * Reuse a template across teams or channels
  </Accordion>

  <Accordion title="Validate workflow">
    Run validation on a workflow and return a summary of issues and warnings.

    * Check for configuration problems before activating
    * Surface broken connections or missing inputs
  </Accordion>

  <Accordion title="Activate workflow">
    Validate and activate a workflow so it runs on its trigger.

    * Promote a draft workflow to production
    * Re-enable a workflow after edits
  </Accordion>

  <Accordion title="Deactivate workflow">
    Turn off a workflow so it stops running.

    * Disable a workflow that is no longer needed
    * Take a workflow offline while investigating issues
  </Accordion>

  <Accordion title="Pause workflow">
    Pause a workflow temporarily without deactivating it.

    * Halt execution during maintenance windows
    * Pause a workflow while diagnosing unexpected behavior
  </Accordion>

  <Accordion title="Revert workflow">
    Restore a workflow to a previous version.

    * Roll back changes after a bad edit
    * Return to a known-good configuration
  </Accordion>
</AccordionGroup>

### Workflow steps

Add, update, and connect the individual steps that make up a workflow.

<AccordionGroup>
  <Accordion title="Get step">
    Fetch a workflow step with its title, description, action, inputs, and suggestions.

    * Inspect step configuration before editing
    * Review available inputs and suggested values
  </Accordion>

  <Accordion title="Add step">
    Add a new step to a workflow. Requires step type, action, and source.

    * Extend a workflow with additional logic
    * Insert a new action between existing steps
  </Accordion>

  <Accordion title="Update step">
    Apply partial updates to a step's title, description, or action.

    * Tweak a step's configuration without recreating it
    * Update action inputs as requirements change
  </Accordion>

  <Accordion title="Duplicate step">
    Create a copy of an existing step within a workflow.

    * Reuse a configured step across branches
    * Speed up workflow authoring
  </Accordion>

  <Accordion title="Reposition step">
    Move a step up or down, or swap its position with another step.

    * Reorder steps to match execution flow
    * Restructure a workflow without rebuilding it
  </Accordion>

  <Accordion title="Delete steps">
    Remove one or more steps from a workflow.

    * Clean up unused or obsolete steps
    * Simplify a workflow during refactoring
  </Accordion>

  <Accordion title="Connect steps">
    Create a connection between two steps with an optional label.

    * Define the execution path between steps
    * Add labeled branches for conditional logic
  </Accordion>

  <Accordion title="Disconnect steps">
    Remove a connection between two steps.

    * Detach a branch that is no longer needed
    * Restructure workflow flow during edits
  </Accordion>

  <Accordion title="Update connection">
    Apply partial updates to a connection's label or criteria.

    * Adjust branch conditions
    * Rename labels to reflect updated logic
  </Accordion>
</AccordionGroup>

### Workflow configuration

Discover the apps and actions available for use in workflows.

<AccordionGroup>
  <Accordion title="List apps with actions">
    Retrieve all apps with actions that can be used in a workflow, including the available actions for each app.

    * Discover what integrations and actions are available
    * Select the right action when adding a step
  </Accordion>

  <Accordion title="Get workflow config">
    Fetch a workflow's full configuration including its steps, inputs, suggestions, and actions.

    * Inspect the complete shape of a workflow before editing
    * Audit a workflow's configuration end to end
  </Accordion>
</AccordionGroup>

***

## Analytics

Query analytics data and manage the dashboards and widgets that power your reporting. Use these tools to count, chart, or trend data over tickets, ticket messages, knowledge base documents, and workflow runs without paging through list results.

<AccordionGroup>
  <Accordion title="Query analytics chart" defaultOpen>
    Run an analytics query and return aggregated, chart-ready data in a single call.

    * Count, group, or trend across tickets, ticket messages, knowledge base documents, or workflow runs
    * Pick a metric breakdown ("tickets by status") or a time series ("ticket volume per day")
    * Skip pagination through list tools when all you need is the aggregate
  </Accordion>

  <Accordion title="List dashboards">
    Retrieve the analytics dashboards in the workspace with a compact summary of each dashboard's widgets.

    * Find an existing dashboard before creating a new one
    * Decide where a new widget belongs based on existing topics
  </Accordion>

  <Accordion title="Get dashboard">
    View a single dashboard's widgets with freshly-computed data, layout, and re-runnable query specs.

    * Read the current numbers on a named dashboard
    * Inspect a widget's spec to re-run or edit its query
  </Accordion>

  <Accordion title="Create dashboard">
    Create a new, empty analytics dashboard with an optional default date range and time interval.

    * Stand up a new reporting view for a team or initiative
    * Set the default view options every widget on the dashboard inherits
  </Accordion>

  <Accordion title="Update dashboard">
    Modify a dashboard's name, description, or default view options (date range and time interval).

    * Shift the reporting window for every widget on a dashboard at once
    * Rename or re-describe a dashboard as its purpose evolves
  </Accordion>

  <Accordion title="Add widget to dashboard">
    Save a chart as a persistent widget on an existing dashboard using the same query that produced the chart.

    * Pin a one-off chart for ongoing tracking
    * Build out a dashboard from a series of ad-hoc queries
  </Accordion>

  <Accordion title="Update widget">
    Modify an existing widget — change its query, chart type, name, or description.

    * Adjust a saved widget's grouping or aggregation
    * Rename or re-describe widgets without recreating them
  </Accordion>
</AccordionGroup>

<Callout icon="link" color="#6B7280">
  Learn more about [analytics dashboards](/documentation/measure/analytics)
</Callout>

<Callout icon="link" color="#6B7280">
  Learn more about [setting up the MCP server](/documentation/automate/mcp/setup)
</Callout>
