> ## Documentation Index > Fetch the complete documentation index at: https://docs.pepline.ai/llms.txt > Use this file to discover all available pages before exploring further. # MCP tools > Every tool the pepline MCP server exposes: one read tool and one manage tool per resource, an action per verb. Connect an AI client to `https://app.pepline.ai/mcp` (see [Connect an AI assistant](https://docs.pepline.ai/connect-ai-assistant)). Every tool is a **resource** with an `action` field: the bare noun reads, `manage_` writes. Reads are marked read-only; a manage tool is marked destructive when any of its actions archives. Operator-only tools answer 404 to organization credentials. Three prompts carry pepline's own playbooks — `publish_agent`, `knowledge_upkeep`, `tune_agent` — and every tool runs the same `/api/v1` call an integration would. ## Organization The organization itself: profile, credits usage, where it stands with onboarding. **`organization`** | action | params | | | ------------------ | -------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `get` | | Who-am-I: name, slug, agent slugs. | | `usage` | `period` | Credits consumed vs the allowance (conversations, pages, documents at the org's rates). | | `onboarding_state` | | Stage (choosing\_path \| open \| pre\_flow \| handoff\_pending \| completed \| skipped), agent + go-live blockers, extraction state, checklist, what awaits triage, credits, smoke-test eligibility. | **`manage_organization`** | action | params | | | -------- | --------------------------------- | ----------------------------------------------------- | | `update` | `name`, `about`, `locale_default` | Edit the profile (the logo stays a dashboard upload). | ## Organizations (operator) (operator only) OPERATOR credentials only (404 otherwise): every organization on the platform, provisioning, credits, hand-off. **`organizations`** | action | params | | | ------ | ------------------------- | ----------------------------------------------------------------------------- | | `list` | `limit`, `starting_after` | Slug, name, dormant — the slugs every org-scoped tool's `organization` takes. | **`manage_organizations`** | action | params | | | ------------------ | ------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `provision` | `name*`, `owner_email*`, `owner_name`, `agent_name`, `starter` | Create an organization + owner (+ first agent when agent\_name). A brand-new owner is EMAILED an invitation (invitation\_url in the response as fallback); an existing account is seated directly. Trial allowance granted at once, NO 30-day clock (starts when the owner accepts, or via update\_credits trial started). | | `update_credits` | `slug*`, `monthly_credit_allowance`, `platform_daily_credit_budget`, `platform_weekly_credit_budget`, `trial` | Grant or adjust credits: allowance override, burst caps, trial state. Omit a field to leave it untouched; returns the trial + credits state. | | `hand_off` | `slug*` | Declare a demo organization READY for its owner: the claimed owner lands on the handoff page (meet the agent, review what it knows, go live). Refused (422) until the org has an agent. Idempotent. Curate first. | | `withdraw_handoff` | `slug*` | Take a hand-off back (the owner lands on conversations again). | ## Agents The organization's agents: who exists, their funnel, their widget settings; provisioning and go-live. **`agents`** | action | params | | | ---------------- | -------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | `list` | | Slug, name, status, publishable key. | | `funnel` | `agent*` | Event counts per stage (impressions → opened → started → completed → deliverable, then opened / qualified meeting / closed) and the split per attribution source and campaign. | | `widget_setting` | `agent*` | Widget settings + hosted-page dressing. | **`manage_agents`** | action | params | | | ----------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------- | | `provision` | `name*`, `starter` | Provision an agent from a catalog starter. Starts PAUSED with empty activations. | | `update` | `agent*`, `name`, `status` | Rename and/or set status. | | `update_widget_setting` | `agent*`, `consent_text`, `offline_message`, `offline_cta`, `locale_default`, `allowed_domains`, `theme`, `reply_pace`, `hosted_page`, `translations`, `chrome` | Runtime knobs — serve immediately. translations merge per-locale field-by-field; hosted\_page carries headline/intro copy. | ## Knowledge sources What the agent reads: sources (text, url, file, website) and the pages beneath a website source. **`knowledge_sources`** | action | params | | | --------- | -------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------- | | `list` | `status`, `kind` | Status, entries, freshness. | | `get` | `id*` | Status, digest, entry counts, body for single-entry kinds. | | `entries` | `id*`, `limit`, `starting_after` | The page-grained truth beneath a source (one per crawled page): title, url, status, failure\_reason, ingested\_at. | | `updates` | `id*`, `limit`, `starting_after` | Refresh runs (trigger, status, stats) — the ledger behind status and freshness. | | `pages` | `id*`, `q`, `limit` | Discovered-but-unread pages of a website source (what the last refresh mapped but did not read) — the allowlist add\_pages promotes from. | **`manage_knowledge_sources`** | action | params | | | --------------- | --------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `create` | `kind*`, `title`, `body`, `url`, `max_pages`, `external_id`, `language`, `agents`, `reading_brief`, `refresh_every`, `knowledge_gap_id` | kind text (body) \| url (one page) \| website (crawls async — never poll, say what is running) \| file (base64 body). agents activates it for those agents. | | `update` | `id*`, `title`, `language`, `body`, `max_pages`, `metadata`, `agents`, `reading_brief`, `refresh_every` | title, language, reading\_brief, refresh\_every, metadata; agents REPLACES the activation set (pass the full list); body only on text sources (re-reads it); max\_pages only on website sources. A brief change re-reads cached pages (0 credits). | | `refresh` | `id*` | Re-fetch / re-crawl / re-process (one verb for every kind, async). | | `archive` | `id*` | Leaves every agent's world, keeps its history (never destroyed). Idempotent. | | `restore` | `id*` | Un-archive. | | `add_pages` | `id*`, `urls`, `all_matching`, `q`, `note` | Promote discovered pages into read entries: urls, or all\_matching with q. New pages are pinned and read now; pages un-ingested earlier revive with their curation intact. | | `update_entry` | `id*`, `entry_id*`, `reading_note`, `link_excluded` | Curate one page: reading\_note (what to look for on THIS page), link\_excluded. | | `refresh_entry` | `id*`, `entry_id*` | Re-read ONE page now, fresh from the site (goes pending; an unchanged body keeps its chunks). | | `archive_entry` | `id*`, `entry_id*` | Un-ingest a page: back to the discovered list, chunks drop, facts go dormant (not archived). | | `restore_entry` | `id*`, `entry_id*` | Re-ingest a page — pinned again, facts reclaimed with their curation intact. | ## Knowledge facts Atomic knowledge the agent reads every turn (source → facts), and the machine-change ledger beneath it. **`knowledge_facts`** | action | params | | | --------- | -------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------- | | `list` | `source_id`, `topic`, `core`, `tier`, `origin`, `reviewed`, `view`, `q`, `limit`, `starting_after` | Newest first (to REVIEW pending facts, review(queue) is the front door). Filters: source\_id, topic, core, tier, origin, reviewed, view, q. | | `changes` | `source_id`, `fact_id`, `kind`, `reverted`, `limit`, `starting_after` | Silent machine changes re-reads made: text\_updated, retired (the page stopped saying it), reclaimed (came back), merged. Newest first. | **`manage_knowledge_facts`** | action | params | | | --------------- | ------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------- | | `create` | `source_id*`, `text*` | Author an owner fact on a source — never rewritten or retired by later re-reads. | | `update` | `id*`, `text`, `topic`, `core` | New text makes it owner-curated; topic pins the subject (null clears); core pins the label (made core → always on). | | `review` | `id or ids` | Mark reviewed (the triage bless — clears the pending queue). id or ids. | | `archive` | `id or ids`, `scope` | The agent stops seeing it AND later re-reads won't re-mint an equivalent (scope). id or ids. | | `restore` | `id*` | Un-archive. | | `pin` | `id*`, `tier*` | Pin the tier (retrieval only; the core label is update's core). Pinned tiers survive re-reads and the always-on budget. | | `unpin` | `id*` | Back to the machine's judgment. | | `exclude` | `id*`, `agent*` | Switch a fact OFF for one agent (sparse exception beneath the source activation gate). | | `include` | `id*`, `agent*` | Switch it back on for that agent. | | `revert_change` | `change_id*` | Revert one machine change — owner curation, not plain undo: the restored fact flips to owner origin. Reclaims are never revertible; already reverted → 409. | ## Ingestion instructions "Look for" asks (D98): what the reader was told to capture on a source (every page), a page, or around a fact. Steering only — a fact still needs a verbatim excerpt; reached pages re-read from cached text (0 credits). **`ingestion_instructions`** | action | params | | | ------ | --------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------- | | `list` | `source_id`, `entry_id`, `fact_id`, `view`, `limit`, `starting_after` | Filters: source\_id, entry\_id, fact\_id, view. state: looked \| re-reading \| null (reaches no live page). | **`manage_ingestion_instructions`** | action | params | | | --------- | ------------------- | ----------------------------------------------------------------- | | `create` | `text*`, `targets*` | Ask the reader to look for something on one or more targets. | | `update` | `id*`, `text*` | Rewrite the ask; every page it reaches re-reads. | | `archive` | `id*` | It stops steering; its pages re-read without it; never destroyed. | | `restore` | `id*` | Un-archive. | ## Knowledge gaps What leads asked that the agent visibly could not answer, deduped and counted. **`knowledge_gaps`** | action | params | | | ------ | -------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `list` | `agent`, `status`, `limit`, `starting_after` | Close one by adding knowledge (a source, pages, a fact): ingestion re-checks open gaps and resolves the answered ones (verified); check runs that on demand; resolve records the owner's word (declared). | **`manage_knowledge_gaps`** | action | params | | | --------- | ------ | ------------------------------------------------------------------------------------------------------ | | `check` | `id*` | Run the answer check now: what the agent can reach for the question today and whether that answers it. | | `resolve` | `id*` | Mark addressed (the knowledge was added). | | `reopen` | `id*` | Undo resolve. | | `archive` | `id*` | Dismiss ("not worth answering" — it keeps counting but leaves the open list). | | `restore` | `id*` | Un-dismiss. | ## Services The service catalog — what the business sells, offer-shaped. **`services`** | action | params | | | ------ | ------ | ----------------------------------- | | `list` | | The whole catalog with activations. | **`manage_services`** | action | params | | | ------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `create` | `name*`, `description`, `positioning`, `guidelines`, `pricing_unit*`, `price_min`, `price_max`, `currency`, `typical_duration`, `deliverables`, `good_fit_signals`, `agents` | agents = which agents offer it. | | `update` | `id*`, `name`, `description`, `positioning`, `guidelines`, `pricing_unit`, `price_min`, `price_max`, `currency`, `typical_duration`, `deliverables`, `good_fit_signals`, `agents` | By id (key is immutable); agents, when present, replaces the activation set. | | `review` | `id or ids` | Mark a drafted service reviewed — curation, not activation. id or ids. For a whole pass use review(queue) + manage\_review(apply). | | `archive` | `id or ids` | Leaves every agent's catalog, keeps its history. id or ids. | | `restore` | `id*` | Un-archive. | | `consolidate` | `umbrella*`, `fragment_ids*`, `reason*` | Fold FRAGMENTS into one offer-shaped service (an audit, its strategy and its monthly plan are one "SEO" offer). The umbrella inherits the fragments' deliverables, signals and activations; fragments are archived (restorable). One receipt (service\_merged). | ## Fit criteria Qualification standards the agent judges leads by. **`fit_criteria`** | action | params | | | ------ | ------ | ------------------- | | `list` | `kind` | Optionally by kind. | **`manage_fit_criteria`** | action | params | | | --------- | ------------------------------------------------------------ | ----------------------------------------------- | | `create` | `kind*`, `description*`, `guidance`, `weight`, `agents` | Without agents, ALL current agents judge by it. | | `update` | `id*`, `kind`, `description`, `guidance`, `weight`, `agents` | By id. | | `archive` | `id*` | No agent judges by it any more; history kept. | | `restore` | `id*` | Un-archive. | ## Voice profiles How agents speak: named profiles, each SELECTED by agents (selection, not activation). **`voice_profiles`** | action | params | | | ------ | ------ | ------------------------------------------ | | `list` | | Profiles and which agents speak with each. | **`manage_voice_profiles`** | action | params | | | --------- | ------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------- | | `create` | `name*`, `languages`, `formality`, `tone_rules`, `banned_phrases`, `preferred_phrases`, `sign_off_style`, `agents` | agents selects it for those agents. | | `update` | `id*`, `name`, `languages`, `formality`, `tone_rules`, `banned_phrases`, `preferred_phrases`, `sign_off_style`, `agents` | By id; agents switches those agents to this voice. | | `archive` | `id*` | Refused while an agent still speaks with it (switch that agent first) or a running experiment draws it. | | `restore` | `id*` | Un-archive. | ## Identities Sender personas agents act AS for outward operations (email): name = From display name. **`identities`** | action | params | | | ------ | ------ | ---------------------------------------- | | `list` | `view` | Identities and which agents act as each. | **`manage_identities`** | action | params | | | --------- | ------------------------------------------------------------------------- | --------------------------------------------------------------------------------- | | `create` | `name*`, `from_local`, `reply_to`, `copy_to`, `signature`, `agents` | agents ASSIGNS wearers — an agent leaves an identity by being claimed on another. | | `update` | `id*`, `name`, `from_local`, `reply_to`, `copy_to`, `signature`, `agents` | By id; agents assigns those agents to it. | | `archive` | `id*` | Refused while an agent still wears it. | | `restore` | `id*` | Un-archive. | ## Conversation flow An agent's conversation flow: phases (prose, turn budget, tools) and slots (the visitor-facing chips). Every write trial-compiles and reaches NEW conversations only. **`flow`** | action | params | | | ------ | -------- | -------------------------------------------- | | `get` | `agent*` | idle\_minutes + phases + each phase's slots. | **`manage_flow`** | action | params | | | --------------- | ---------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `update` | `agent*`, `idle_minutes` | Flow-level: idle\_minutes (silence pause; conversations stay reopenable 7 days). | | `author_state` | `agent*`, `title*`, `objective*`, `exit_criteria*`, `max_turns*` | Add a phase (key minted from title; lands just before the closing phase — move\_state after). | | `update_state` | `agent*`, `id*`, `title`, `objective`, `exit_criteria`, `max_turns`, `tools`, `tool_settings` | A phase's prose, its tools (FULL replacement set; removing capture\_slots is refused while the phase has required answers) and/or tool\_settings (`{offer_navigation: {max_links}}`; the tool must be on). | | `archive_state` | `agent*`, `id*` | Refuses the last live phase. | | `restore_state` | `agent*`, `id*` | Un-archive a phase. | | `move_state` | `agent*`, `id*`, `direction*` | Swap a phase with the one above (up) or below (down); the closing phase stays last. | | `create_slot` | `agent*`, `flow_state_id*`, `key*`, `data_type*`, `title`, `description`, `required`, `enum_values`, `enum_labels`, `translations` | Add a slot (chip) to a phase: enum\_values required for enum/band; enum\_labels value→label; translations locale→`{title, enum_labels}`. 16-slot budget. | | `update_slot` | `agent*`, `id*`, `key`, `data_type`, `title`, `description`, `required`, `enum_values`, `enum_labels`, `translations` | Edit a slot's chips/copy — this is how you fix wrong chips. | | `archive_slot` | `agent*`, `id*` | Archive a slot. | | `restore_slot` | `agent*`, `id*` | Un-archive a slot. | ## Prompt templates An agent's prompt versions per kind — never edited in place; new conversations compile the active one. **`prompt_templates`** | action | params | | | ------ | ------------------------------------------------------------- | ------------------------------------------------- | | `list` | `agent*`, `kind`, `view`, `bodies`, `limit`, `starting_after` | Newest first; bodies 'false' for a light listing. | **`manage_prompt_templates`** | action | params | | | ---------- | -------------------------- | ------------------------------------------------------------------------------------------------------ | | `author` | `agent*`, `kind*`, `body*` | Version N+1 of a kind, activated (unknown `{{references}}` warn, never block). | | `activate` | `agent*`, `id*` | Point a kind back at any unarchived prior version (rollback). | | `archive` | `agent*`, `id*` | The active version refuses (activate another first); a version a running experiment draws refuses too. | | `restore` | `agent*`, `id*` | Un-archive. | ## Deliverable templates The wrap-up document's variants (A/B): title mints the immutable version key; sections in document order. **`deliverable_templates`** | action | params | | | ------ | ---------------- | -------------------- | | `list` | `agent*`, `view` | An agent's variants. | **`manage_deliverable_templates`** | action | params | | | --------- | --------------------------------------------------- | ---------------------------------------------------------------------------------------- | | `create` | `agent*`, `title*`, `description`, `sections` | Kind follows the agent's flow. | | `update` | `agent*`, `id*`, `title`, `description`, `sections` | In place (the version key never changes). | | `archive` | `agent*`, `id*` | Refused while a running experiment draws it, or when it's the flow's last live template. | | `restore` | `agent*`, `id*` | Un-archive. | ## Catalog drafts Machine-drafted proposals (services, voice, fit criteria, flow) from the organization's knowledge, and the runs that produced them. **`catalog`** | action | params | | | ------------ | ----------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `drafts` | `kind`, `status`, `catalog_generation_id` | Proposals (to REVIEW them, review(queue) is the front door). fit\_criterion payloads carry kind and basis (stated = the site says it; inferred = deduced from the offer). | | `generation` | `id*` | Poll a regeneration run: status (running \| completed \| attention \| failed) and per-kind result. | **`manage_catalog`** | action | params | | | ------------ | ------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | `regenerate` | `kind*`, `agent`, `mode` | Re-draft one kind from the knowledge, forced past the no-nag gate, or re-read the facts (kind fact) from the pages already held. mode names what is cleared first (add \| replace\_pending \| start\_over). One flow proposal per agent. Async — poll generation, then accept. | | `accept` | `id or ids` | Creates the real catalog row through the normal authoring path. id or ids. | | `dismiss` | `id or ids` | Permanent per fingerprint — a later regeneration never re-proposes it. id or ids. | | `edit` | `id*`, `payload*` | Rewrite a PENDING proposal's fields before accepting it (merge; the no-nag identity never moves). Receipted. A flow edit is trial-compiled. | ## Conversations The work surface: what leads said, what the agent captured and judged, the documents it handed them. **`conversations`** | action | params | | | -------------- | ------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------- | | `list` | `agent*`, `status`, `fit_verdict`, `limit`, `starting_after` | An agent's conversations, newest first (title, summary, status, fit verdict). | | `get` | `id*` | One conversation in full: transcript (grounding included), captured answers, lead assessment, delivered document link. | | `deliverables` | `agent*`, `limit`, `starting_after` | An agent's deliverables (briefs/recaps), newest first, with verdict, matched service, delivery, the lead's grade. | | `deliverable` | `id*` | One deliverable in full: sections in template order, email framing, opened count, the lead's grade and comment, public URL. | **`manage_conversations`** | action | params | | | ------------------- | --------------- | ------------------------------------------------------------------------------ | | `record_lead_event` | `id*`, `event*` | A lead outcome only a human knows (one per conversation; a repeat is a no-op). | ## Review surface START HERE to review an organization: everything awaiting a decision in one read, decisions in one call, receipts behind them. **`review`** | action | params | | | ---------- | ------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `queue` | `kinds`, `limit` | Everything awaiting a decision before the agent can honestly go live: unkept services and service proposals, unreviewed facts (core first), fit and flow proposals (fit carries basis stated\|inferred), the voice choice while it is open (each proposal as a voice\_proposal row, the voice in use as a voice row), discovered pages not yet read. Each row names its actions. counts = the full queue; rows capped per kind (limit). | | `receipts` | `kind`, `actor`, `limit`, `starting_after` | The record of every decision applied (kind, actor operator \| agent \| owner, reason, subject, before/after). Newest first. | **`manage_review`** | action | params | | | ---------- | -------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | `apply` | `decisions*` | Up to 200 decisions in ONE call, each through the dashboard's own verb, each receipted with your reason. decisions `[{kind, id, action, reason?, fields?}]`: service keep\|dismiss\|restore\|edit(fields: name, positioning, guidelines, pricing\_unit, price\_min, price\_max, currency…); service\_proposal \| fit\_proposal \| flow\_proposal \| voice\_proposal accept\|dismiss\|reconsider\|edit(fields: the proposal's payload keys, merged); fact keep\|dismiss(fields.scope source\|organization)\|restore\|edit(fields: text, topic); criterion dismiss\|restore\|edit(fields: kind, description, guidance, weight); voice keep(id = the voice in use; fields optional: name, formality, sign\_off\_style, tone\_rules, languages — the open proposals close; to pick a proposal instead, voice\_proposal accept); page read(id = source id, fields.urls = discovered urls). Decisions are independent: the response says per row what applied and what failed. | | `triage` | | Resolve what needs no judgment, mechanically: exact duplicate services archived (the reviewed or oldest one kept), proposed services already in the catalog dismissed. A receipt per resolution; returns counts. Run it before queue on a fresh crawl. | | `decision` | `question*`, `options`, `answer*`, `reason*` | Record a judgment call resolved by inference — the question, the options weighed, the answer taken and why — as a receipt (kind decision): what the owner reads on the handoff page. | `*` = required. Every tool also takes `organization` (the slug) with an operator key; an organization key or connector is already bound.