Connect Base's v3 apps - BPM, Cowork, Project, Field, Prospectors, Lead, Sales, Dataset, Success, Workflow, Commerce, Inventory and Form - to your AI. Add the platform connector for a whole set of apps at once, or a single app - pick below. One Base sign-in covers them all.
https://aiconnector.base.vn/v3/mcpWorks in Claude, ChatGPT and any AI that supports remote MCP connectors: add a custom connector, paste an app's URL, sign in with Base.
Pick your assistant - the steps differ slightly, the URL is the same either way. One Base sign-in covers every v3 app.
Custom connectors need a paid ChatGPT plan (Plus, Pro, Business, Enterprise or Edu) - they aren't available on Free. On Business / Enterprise, a workspace admin creates the connector and publishes it to the workspace instead.
Using a different assistant? Anything that supports remote MCP connectors works the same way - paste the URL, sign in with Base.
Pick a single app or a platform bundle. Using several apps? Put them in one connector - a platform bundle or Everything - rather than adding each app on its own: one connector, one sign-in. What the connector covers and its tool list update with your choice.
More v3 apps appear here as they reach production - each at its own /v3/<app>/mcp.
Every v3 connector also carries rework_feedback_submit: tell your AI what's missing or confusing and it sends a feature request or issue straight to the Base team.
List the services you can act on (with your create / manage rights) and read a flow's full graph - blocks & routing - in one call.
Start a job, watch its live per-stage state, update its fields, and advance the waiting stage - submit Manual forms, approve / reject Approvals, confirm or retry a paused AI step.
Post notes & threaded replies in a job's discussion; keep a checklist (todos with assignee + deadline) on any stage.
One tool edits the whole flow: rename the service, add / edit / delete blocks, wire the routing, then validate the graph (one Start → … → End).
Organize work in workspaces & projects, pipelined through workspace stages. Add the right board for the job - Tasks (kanban), Flow (gated pipeline), Cost (budget), RIDAC (risks/issues/decisions), Docs & Files.
Create, update, assign, move & complete tasks across lists and stages; read your own tasks across every project.
Milestones, WBS, outcomes, roadmap and a ranked backlog - plus budget lines and resource actuals.
Write rich docs and keep a file registry; log issues and post project check-ins.
Run a service as a portfolio of projects - one per client or initiative. Give each project as many task boards as it needs plus an issue tracker, and read a whole project page in one call.
Create & assign tasks, move them through your item stages, group them into time-boxed roadmap phases, and watch each phase roll up its own progress, workload & cost.
Shape the service once - item stages, project stages, item types & rates - then track milestones, outcomes, a ranked backlog and weekly check-ins.
Book workload (time), cost and income per project, so each one shows real revenue, cost & profit - not just effort - with reports & dashboards on top.
Run field-service jobs for your customers - each job breaks into appointments your crew executes: dispatch, assign, check in on site, check out when done, with no-show and reschedule handled cleanly - and crew members can propose a slot for a manager to approve.
Put a rep on a route: one plan = staff + customer accounts + recurrence (say, every Tue & Thu). The plan computes the schedule of visits; checking in on an occurrence creates the visit - with per-account route notes.
See what needs action now - jobs with no appointments and unassigned slots - plan the week's board, and track work shifts (a check-in always happens on shift).
Customers come straight from your Sales app. Read visit history per account, customer feedback with ratings & tags, comments on any job or visit, and FSM / visit-coverage reports.
Decide what each service collects - on every visit for a visit-planning service, on every job for a field-service one. Add a field for one service or reuse a shared one, then fill values by name on visits, jobs and appointment work forms.
Read across every channel - WhatsApp, Telegram, Instagram and more - in one place: services, the channels connected to each, and the conversations flowing in with their sidebar counts.
Open a conversation and page through its messages, pull the attached files & links, and look up the contact (profile) behind it with their labels & custom fields.
See the labels, teams, message templates, canned responses, custom fields and broadcasts that shape how the inbox runs.
Build "flows" - a trigger (new conversation, keyword, button, ...) plus a node graph that can send, assign, branch, wait or hand off to an AI agent - then save, publish, pause or run them.
Run your lead funnels - capture a lead, fill its custom fields, then move it through the stages and statuses as it qualifies. Read a lead with its full history, activity and associations; list & count leads with filters. Keep its story in one place: add notes and log calls and meetings on the lead.
Track campaigns end to end - ad, email or router - with spend, budget & UTM, brief, goals and team, plus per-campaign analytics so you see which campaign drove which leads.
Route incoming gateway events into the right funnel, connect sources & channels, and keep a clean contact profile per person - de-duplicated, with their timeline across every funnel.
Read cross-funnel insights - counts, trends and activity across services - and build an audience from your leads to push to an ad provider for retargeting or look-alikes.
Describe a follow-up plan and your AI builds the sequence: automatic emails and chats plus calls, LinkedIn touches and to-dos for your reps, each on its day. Write the emails in the same request - their templates are created for you. Chat steps are added as placeholders for you to finish in the app, then publish.
Run your deal pipelines end to end - open a deal, fill its custom fields, move it between stages, then close it won or lost with a reason. See a pipeline as a board with per-stage totals, or page through the whole table with filters.
Keep your account and contact directories current - create and edit companies and the people at them, set owners and collaborators, and read any party with their whole deal history attached.
Build the commercial detail on a deal: product line items with price, quantity and discount, the extra people on the buying committee, and quotes, orders, contracts or subscriptions with their own status.
Commit deals to a monthly forecast against quotas and read the gap, aggregate any slice of the CRM into numbers, and find and merge duplicate deals, companies or people.
Build your own tables for anything you track and keep them in folders. Pick the columns from your shared field library - text, numbers, dates, pickers, people, links to other tables - and set each column's width, visibility and whether it's required.
Add, edit and reorder rows and fill every cell, share a row with teammates, and read its change history. Linked columns pull the related rows - and the values looked up or rolled up from them - straight in.
Create or update up to 100 rows at once, duplicate rows, search across every table, folder and row, and filter, sort and page through large tables.
Save views - a named filter, sort and layout - and pick the default. Group and summarize rows (count, sum, average, min, max) on tables with analytics turned on, without exporting anything.
Draft and edit Help Center articles - title, summary, body and tags - and keep them as drafts until they're ready. Headings, lists and images in the body show up in the Help Center as written. Retire old articles by archiving them.
Upload an image from a file or a link and place it in an article, with its size, alignment and caption set right in the text.
Sort articles into categories (they can nest), then publish them onto the collections of your public Help Center site - several articles at once.
Keep a glossary of terms - each with its definition, alternative spellings and related terms - shown across your Help Center.
Browse your workflows (pipeline templates) and the ordered stages a job passes through; stand up a new workflow or add stages.
Create a job and drive it through the pipeline - advance, send back, fail, reassign, move or archive - filling the stage form and custom fields as you go.
Your personal task inbox and a dashboard of active / overdue jobs and open todos; keep a checklist on any job.
Recurring schedules that spawn jobs, labels & tags, end-reasons for when a job finishes or fails, and the compose form.
Browse your catalogs and the category tree inside each; add categories and labels to keep products organised.
Find a product by name, code or SKU; create and edit products with their own price - one-off or a monthly / yearly subscription - and add variants (size, colour, plan) each priced on its own.
See which price books you sell from, their currency and validity, and which ones apply to a given customer.
Put products into a price book and set what they sell at; add volume tiers or discounts by quantity, and check the price for any quantity before you quote.
Set up warehouses and their storage locations - zones, racks, shelves and bins - in one go, and see what is stored where on the bin map.
On hand, reserved and available for every item - per bin and lot, and across all warehouses - with its cost and full movement history.
Receive from a supplier, ship to a customer, transfer between warehouses and count stock: your AI creates the document with its lines and posts it, and stock updates the moment it is posted.
Low-stock alerts and what to reorder, stock value by warehouse or product, and the cost of goods delivered.
Describe the form and your AI creates it with every question - text, email, phone, numbers, dates, dropdowns, ratings - laid out in sections, side by side, and across pages.
Show a question only when an earlier answer matches, fill one from the link (campaign, source) or copy another answer, and set limits like min / max or a maximum length.
Rules on the answers decide who gets emailed, which webhook receives the response, and whether people see a thank-you message or go to a page of yours.
Pick a theme, publish, and get the public link - pre-filled if you like. Then read the responses, mark spam or processed, and get a per-question summary.
service_id is a SUID string (e.g. aExd…) - from rework_bpm_service_list. Block ids (from rework_bpm_service_get with includeBlocks) are strings too.job.id and job_block_id are integers - from rework_bpm_job_get (.blocks[].id = the job_block_id; status 20 = waiting on a human).A sequence is a follow-up plan for your leads: a list of steps, each on a day. Day 1 is the day a lead joins, and the waits between days are added for you. Describe the plan in plain words and your AI builds it with every step in one go.
| Step | How it runs | What your AI sets up |
|---|---|---|
| Automatic | Writes the subject and body and saves them as an email template attached to the step - or reuses a template you already have. It can reply in the thread of the previous email. | |
| Chat | Automatic | Adds the step empty, for you to write the message in the app - it depends on the chat channel you connect. |
| Call | Task for a rep | The task title, a call script, a due date and priority. |
| LinkedIn - connect, message or view profile | Task for a rep | The note or message to send. |
| SMS, personal email, direct mail | Task for a rep | The message or what to send. A personal email goes out from the rep's own mailbox. |
| To-do | Task for a rep | Any other follow-up, with a due date. |
Rep tasks go to the lead's owner unless you name someone.
A product has its own price, but quotes, orders and subscriptions sell from a price book. A product can be sold once it is listed in a book, where it gets its own price in that book.
Stock only changes through stock documents. Your AI creates the document with its lines, then posts it - the quantities change the moment it is posted.
| Document | What it does | When it is posted |
|---|---|---|
| Receipt (goods in) | Adds stock from a supplier - to an item you already hold, or as a new item in a bin | Every line is received - in full by default, at its purchase price. You can receive less, or nothing, on any line. |
| Delivery (goods out) | Takes stock out for a customer | The stock is held first; if there isn't enough available, the delivery is refused (unless the warehouse allows negative stock). |
| Transfer | Moves stock to another warehouse | Taken out at the source, then it arrives at the destination as an incoming receipt - receive it there. The goods keep their cost. |
| Stock count (adjustment) | Corrects the quantity to what you counted | Give the counted quantity; the difference is posted, with a reason such as Damaged or Periodic count. |
A form stays a private draft until you publish it. Once published, anyone with its link can fill it in - no sign-in needed.
?utm_source=facebook.rework_bpm_*| Tool | Access | What it does |
|---|---|---|
| Discovery & identity | ||
rework_bpm_me | read | Who you are (id, name, email) - use the id to assign work to yourself |
rework_bpm_service_list | read | The services (flows) you can act on, with your rights |
rework_bpm_service_get | read | One service; includeBlocks=true also returns the full flow graph (blocks + routing) |
| Flow authoring | ||
rework_bpm_flow_edit | write | The whole flow editor in one tool - update_service · add_block · edit_block · wire (connect edges) · delete_block · validate |
| Jobs | ||
rework_bpm_job_create | write | Start a run (title; optional custom-field data, followers, tags) |
rework_bpm_job_list | read | Jobs in a service (status filter, pagination) |
rework_bpm_job_get | read | One job + live per-stage state - which block waits on a human |
rework_bpm_job_update | write | Edit a job: title, custom fields, deadline |
rework_bpm_stage_tags | write | Set the tags on a job stage (a job's tags are the roll-up of its stages') |
rework_bpm_field | write | The data fields a service collects - see what your workspace already has, who uses it, attach an existing field, or add a new one |
rework_bpm_job_advance | write | Push the waiting stage - submit a Manual form, approve / reject an Approval, or confirm / retry a paused AI step |
rework_bpm_job_cancel | write | Cancel an active job (terminal; requires manage) |
| Collaboration | ||
rework_bpm_discussion_create | write | Post a note on a job, or reply (threaded) - HTML content |
rework_bpm_todo | write | The checklist on a job stage - list it or add items (assignee, deadline) |
rework_cowork_*| Tool | Access | What it does |
|---|---|---|
rework_cowork_me | read | Who you are (id, name, email) |
rework_cowork_workspace | read write | Workspaces + their operational stages - pipeline projects across a workspace |
rework_cowork_project_list · rework_cowork_project_edit | read write | List / open projects; create, update, place & move them across workspace stages |
rework_cowork_board_list · rework_cowork_board_edit | read write | Open a board (model-aware); create boards + their columns (Tasks / Flow / Cost / RIDAC / Docs / Files) |
rework_cowork_task_list · rework_cowork_task_edit | read write | List your / a board's tasks; create, update, set status & move them |
rework_cowork_flow | read write | Flow boards - gated steps + items advancing through the pipeline |
rework_cowork_plan | read write | Milestones, WBS, outcomes, roadmap & backlog |
rework_cowork_resource | read write | Budget - planned cost / effort lines + resource actuals |
rework_cowork_issue | read write | Project issue register + check-ins |
rework_cowork_doc | read write | Rich docs + a file registry on a board |
rework_cowork_search | read write | Search, dashboard & item types |
rework_pj_*| Tool | Access | What it does |
|---|---|---|
| Reads | ||
rework_pj_me | read | Who you are (id, name, email) |
rework_pj_page | read | One-call page reads - your portfolio, a project's items, milestones, phases, costs / incomes / workloads, org chart |
| Projects & boards | ||
rework_pj_project | read write | List / open projects; create, update, pin |
rework_pj_board | read write | A project's boards - add as many task boards as you need, plus issue boards |
rework_pj_group | read write | The group bands that organize a board's items |
| Work items | ||
rework_pj_item | read write | Tasks - create, assign, schedule, place on a board / stage / phase, complete |
rework_pj_issue | read write | The issue register - problems kept out of the task tree |
rework_pj_item_type | read write | The service's catalogs - work, issue, workload & income types (with rates) |
rework_pj_stage | read write | Item stages & project stages - the shared columns every project in a service moves through |
rework_pj_phase | read write | Roadmap phases - time-boxed stages with per-phase progress, workload & cost rollups |
| Plan | ||
rework_pj_milestone | read write | Milestones & outcomes |
rework_pj_backlog | read write | A ranked backlog - vote, reorder, convert ideas into tasks |
rework_pj_checkin | read write | Project status check-ins (on-track / at-risk + progress) |
| Knowledge | ||
rework_pj_doc | read write | Project documents - a tree of rich pages & folders |
| Money & reporting | ||
rework_pj_resource | read write | Bookings - workload (time), cost & income lines that drive each project's P&L |
rework_pj_output | read write | Work outputs + the done / failed reason lists |
rework_pj_report | read write | Reports, dashboards & saved board views |
| Admin | ||
rework_pj_admin | read write | Services, templates, org units & currencies |
rework_field_*| Tool | Access | What it does |
|---|---|---|
| Reads | ||
rework_field_me | read | Who you are (id, name, email) |
rework_field_page | read | One-call page reads - my day across both models, a service's overview, a plan + its visits |
rework_field_search | read | Search jobs, appointments, visits & plans |
| Setup | ||
rework_field_service | read write | The services - Visit Planning or Field Service - and the schedule board |
rework_field_account | read | Customers & contacts (live from Sales) + per-account visit history |
rework_field_template | read write | Field-service catalogs - job types, appointment types & skills |
rework_field_customfield | read write | Custom fields - add them to a visit-planning or field-service service (for that service only, or shared), then fill them on visits, jobs & appointments |
| Visit planning | ||
rework_field_plan | read write | Recurring plans - staff + accounts + recurrence, computed schedules, per-account route notes |
rework_field_visit | read write | Visits - plan ahead, check in on site, fill the visit form, check out |
| Field service | ||
rework_field_job | read write | Jobs - the customer contract; its status follows its appointments |
rework_field_appointment | read write | Appointments - create, edit, fill the work form, my queue, propose a slot |
rework_field_appointment_action | write | The crew lifecycle - dispatch, assign, check-in, check-out, no-show, reschedule, reopen + approve / decline proposals |
rework_field_dispatch | read | The dispatcher board - what needs action now, the planned week, per-staff workload |
| Operations | ||
rework_field_shift | read write | Work shifts - start / end my shift, who's on shift now, history |
rework_field_comment | read write | Comment threads on a job, appointment or visit |
rework_field_feedback | read write | Customer feedback (ratings + tags) per job or service-wide |
rework_field_report | read write | Field-service & visit-coverage reports, dashboards |
rework_prospector_*| Tool | Access | What it does |
|---|---|---|
| Inbox | ||
rework_prospector_me | read | Who you are (id, name, email) |
rework_prospector_service | read | Inbox services - the top container |
rework_prospector_channel | read | The connected provider channels (WhatsApp / Telegram / Instagram / ...) |
rework_prospector_conversation | read | Conversation threads + sidebar counts + attached files & links |
rework_prospector_message | read | Messages in a conversation, paged |
rework_prospector_profile | read | Contacts (profiles) behind conversations, with labels & fields |
| Setup | ||
rework_prospector_label | read | Labels |
rework_prospector_template · rework_prospector_canned | read | Message templates & canned responses |
rework_prospector_field | read | Custom field definitions |
rework_prospector_broadcast | read | Broadcast campaigns + their recipients |
| Automation | ||
rework_prospector_flow | read write | Build & run "flows" from a plain-words request - a trigger + steps that reply, ask, branch, wait, route to a team, update fields or hand off to AI; test before you publish, then pause, run or check each run |
rework_prospector_lookup | read | The real names and ids a flow needs - inboxes, channels, stages, AI agents, people, routers, booking forms |
rework_ld_*| Tool | Access | What it does |
|---|---|---|
| Reads | ||
rework_ld_me | read | Who you are (id, name, email) |
rework_ld_service_get | read | Your lead funnels (services) and a funnel's stages, labels & blacklist |
rework_ld_lead_list | read | List & count leads in a funnel, with filters |
rework_ld_lead_get | read | One lead in full - its custom fields, activity, feed, ad attribution & associations |
rework_ld_insights | read | Cross-funnel insights - counts, trends, activity & search across services |
| Leads | ||
rework_ld_lead_edit | write | Capture & manage a lead - create, update, set a field, set owner, move stage / status, convert, blacklist, associate, bulk-edit, recalculate score |
rework_ld_lead_note | write | Write on a lead's activity stream - add a note, log a call or meeting that already happened, edit a note, pin an entry |
| Funnel setup | ||
rework_ld_leadservice_edit | write | Create & configure a lead funnel (service) |
rework_ld_field_edit | write | The custom fields a funnel collects |
rework_ld_stage_edit | write | The stages a lead moves through |
rework_ld_label_edit | write | Labels used to tag leads |
| Marketing | ||
rework_ld_campaign_get | read | Campaigns + their analytics & spend |
rework_ld_campaign_edit | write | Create & update campaigns - record spend, brief, goals, team, budget & UTM |
rework_ld_event_get | read | Gateway events + stats & routing targets |
rework_ld_event_edit | write | Route a gateway event into a lead funnel |
rework_ld_audience_create | write | Build an audience from your leads and push it to an ad provider |
| Contacts & sources | ||
rework_ld_profile_get | read | Contact profiles (people) + their timeline & activity |
rework_ld_profile_edit | write | Create & update a contact profile |
rework_ld_source_get | read | Sources & channels, the integration catalog & stats |
rework_ld_source_edit | write | Set up sources and their channels |
rework_ld_blacklist_edit | write | Blacklist rules that keep unwanted leads out |
rework_ld_salesman | read write | Salesmen - list, read, update & sync |
| Sequences | ||
rework_ld_sequence_get | read | Your sequences and what they're built from - email templates, rule sets, sender mailboxes, chat channels, and who's enrolled |
rework_ld_sequence_edit | write | Build a sequence with all its steps in one go - automatic email & chat, plus call, LinkedIn, SMS, personal-email, direct-mail & to-do tasks - then publish it |
rework_ld_sequence_template | write | Create & edit the email templates a sequence's emails use |
rework_sl_*| Tool | Access | What it does |
|---|---|---|
| Find your way around | ||
rework_sl_me | read | Who you are (id, name, email) |
rework_sl_pipeline_get | read | The CRM home (totals + your pipelines), your own work, and one pipeline as an overview or a board |
rework_sl_service_get | read | Pipelines, account & contact directories and forecast books - plus a container's stages, labels, segments, win / loss reasons and custom fields |
rework_sl_search | read | One search across deals, companies and people |
| Deals | ||
rework_sl_deal_list | read | Find deals - whole board, paged table with filters, by company or person, or just yours |
rework_sl_deal_get | read | Open one deal, with its company, primary and secondary contacts, and its stage history |
rework_sl_deal_edit | write | Create a deal, then set name / amount, owner, company, contact, labels, close date, win probability, collaborators, custom fields or files |
rework_sl_deal_lifecycle | write | Move a deal between stages or pipelines, close it won or lost with a reason, reopen it, star or follow it |
rework_sl_deal_bulk | write | Apply one change to many deals at once - owner, labels, stage, custom fields, followers, mark lost or reopen |
| What is on the deal | ||
rework_sl_deal_contact | write | The extra people on a deal (the buying committee) and their role |
rework_sl_deal_product | write | Product line items - price, quantity, discount, tax |
rework_sl_deal_commerce | write | Quotes, orders, contracts and subscriptions, each with its own status |
rework_sl_product_list | read | The product catalogue, to pick a line item from |
| Companies & people | ||
rework_sl_account_list | read | Find companies - quick list, paged table, or the ones you own |
rework_sl_account_get | read | One company, its people and its deals |
rework_sl_account_edit | write | Create & update companies - fields, owner, collaborators, stage, followers, and bulk edits |
rework_sl_contact_list | read | Find people - quick list, paged table, everyone at a company, or the ones you own |
rework_sl_contact_get | read | One person and the deals they are on |
rework_sl_contact_edit | write | Create & update people - email, phone, title, their company, owner, stage, and bulk edits |
| Forecasting & analysis | ||
rework_sl_forecast | read write | Commit deals to a monthly forecast, set quotas per person, and read the quota gap |
rework_sl_report | read | Aggregate any slice of the CRM into numbers, and read your saved dashboards |
rework_sl_duplicate | read write | Find likely duplicate deals, companies or people - and merge them |
| Setting up a pipeline | ||
rework_sl_service_edit | write | Create or reconfigure a pipeline, directory or forecast book, and choose which custom fields it carries |
rework_sl_stage_edit | write | Add, rename and reorder stages - and mark which ones count as won or lost |
rework_sl_taxonomy_edit | write | Labels, segments and win / loss reasons |
rework_sl_field_edit | write | Define the custom fields your records carry |
rework_sl_pipeline_admin | write | Pipeline rules (no skipping or moving backwards), currency & forecast options, required fields on close, and who can see or do what |
rework_ds_*| Tool | Access | What it does |
|---|---|---|
| Find your way around | ||
rework_ds_me | read | Who you are (id, name, email) |
rework_ds_dataset_get | read | Your tables - list them, open one, read its full set of columns and how it links to other tables, or get a one-call overview |
rework_ds_search | read | Quick search across tables, folders and rows |
| Tables & columns | ||
rework_ds_dataset_edit | write | Create a table, rename or update it, copy its structure, share it with teammates, star it |
rework_ds_schema | write | Add or remove a column, set its width, visibility, required flag and description, and reorder columns |
rework_ds_field | read write | The shared field library your columns come from - browse it; admins can add or edit fields |
| Rows | ||
rework_ds_record_get | read | Read rows - page, search, filter and sort a table, open one row in full (linked values included), or read its change history |
rework_ds_record_edit | write | Add a row and fill its cells, edit it, move it, or share it with teammates |
rework_ds_record_bulk | write | Create, update, upsert or duplicate many rows at once (up to 100) |
rework_ds_record_agg | read | Group rows and count, sum or average them without fetching every row |
| Views & folders | ||
rework_ds_view | read write | Saved views - a named filter, sort and layout - including which one is the default |
rework_ds_folder | read write | Folders that organize your tables |
rework_success_*| Tool | Access | What it does |
|---|---|---|
| Find your way around | ||
rework_success_me | read | Who you are (id, name, email) |
rework_success_service | read | Your Help Center spaces - where articles are written, and the public sites they're published to |
| Articles | ||
rework_success_hc_article | read write | List and read articles; create or edit one (title, summary, body with images, tags, category); archive it; update or publish many at once; mark one as helpful |
rework_success_asset_upload | write | Upload an image (PNG, JPG, WebP or GIF, up to 10 MB) and get the link to place in an article |
| Structure | ||
rework_success_hc_category | read write | Categories that organize your articles - they can nest |
rework_success_hc_collection | read write | Collections on your public Help Center site - where articles get published |
rework_success_hc_term | read write | Glossary terms with their definitions, alternative spellings and related terms |
rework_wf_*| Tool | Access | What it does |
|---|---|---|
| Find your way around | ||
rework_wf_me | read | Who you are (id, name, email) |
rework_wf_dashboard | read | Your dashboard - active / overdue / starred jobs and open todos, plus recent activity |
rework_wf_flowtask | read | Your task inbox - the stages waiting on you (read-only) |
| Workflows & stages | ||
rework_wf_workflow | read write | List / open workflows & the board; create or update one |
rework_wf_stage | read write | The ordered stages of a workflow - list, add, edit, reorder |
rework_wf_form | read write | The workflow's compose form - its intake & stage fields |
| Jobs | ||
rework_wf_job | read write | Jobs (work items) - list & filter, open one, create or edit it (name, content, custom fields, assignee, deadline) |
rework_wf_job_action | write | Move a job through its pipeline - advance, send back, fail, reassign, move on the board, star, archive |
rework_wf_todo | read write | A job's checklist - list yours or a job's todos, add one, tick it off |
| Set-up | ||
rework_wf_schedule | read write | Recurring schedules that spawn jobs - list, open, create / update, run now |
rework_wf_label | read write | Labels & tags for jobs on a workflow |
rework_wf_reason | read write | End-reasons shown when a job is completed or failed |
rework_commerce_*| Tool | Access | What it does |
|---|---|---|
rework_commerce_me | read | Who you are (id, name, email) |
| Products | ||
rework_commerce_catalog | read write | Catalogs, their category tree and labels - list, open, create, edit, retire |
rework_commerce_product_get | read | List & filter products, find one by name / code / SKU, open it with its variants, see where it is used |
rework_commerce_product_edit | write | Create & edit products (one-off or subscription price), retire them, set up options and add variants |
| Prices | ||
rework_commerce_pricebook | read write | Price books & currencies - list, open, create, edit, retire; which books apply to a customer |
rework_commerce_price_entry_get | read | Prices in a book or for a product, and the price at any quantity after rules |
rework_commerce_price_entry_edit | write | List a product in a price book, set or change its price, retire a price |
rework_commerce_price_rule | read write | Volume tiers, volume discounts & custom adjustments by quantity |
rework_inventory_*| Tool | Access | What it does |
|---|---|---|
| Setup | ||
rework_inventory_me | read | Who you are (id, name, email) |
rework_inventory_warehouse | read write | Warehouses - list, open, create (Inventory admins), rename, allow negative stock, reorder defaults, document numbering, owners |
rework_inventory_location | read write | Storage locations - zones, aisles, racks, shelves & bins, many at once; the bin map of what is stored where |
rework_inventory_catalog | read | Look up products (from your Commerce catalog), suppliers and units of measure |
rework_inventory_reason | read write | Reason codes for counts, transfers and deliveries (Damaged, Expired, Customer order…) |
| Stock | ||
rework_inventory_stock_get | read | Stock levels - on hand, reserved, available, cost - and each item's movement history |
rework_inventory_stock_edit | write | Set up stock (with an opening quantity), edit its details, retire it, set its reorder point |
rework_inventory_item | read | Each item's availability across all warehouses, its recent activity and open documents |
| Stock documents | ||
rework_inventory_transaction_get | read | Receipts, deliveries, transfers and stock counts - list, search, counts by status, one document and its lines |
rework_inventory_transaction_edit | write | Create a document with its lines, then post it - receive goods, ship them, transfer between warehouses, count stock - or cancel it before it is posted |
rework_inventory_transaction_line | write | Add or change a line on a document that isn't posted yet |
| Reports & team | ||
rework_inventory_insights | read | Dashboard, low stock & what to reorder, stock value, cost of goods delivered, and the change log |
rework_inventory_comment | read write | Comments on a document or an item |
rework_form_*| Tool | Access | What it does |
|---|---|---|
| Forms | ||
rework_form_me | read | Who you are (id, name, email) |
rework_form_get | read | Find forms, open one with its questions laid out by page and section and its after-submit rules in plain words, and get its public link (pre-filled if you like) |
rework_form_edit | write | Create a form (with its questions), rename it, publish / unpublish, duplicate, pin, set its design theme, heading, submit button and spam check, save link pre-fill values, owners & followers |
rework_form_fields | write | Questions and layout - replace them all, add, change or remove one; show-if logic, link pre-fill, sections, pages and side-by-side widths |
rework_form_flow | read write | What happens after submit - rules that email, call a webhook, show a message or redirect; check them before saving |
| Responses | ||
rework_form_submission | read write | List and read responses, mark them active / spam / processed, export them, re-run the after-submit steps for one |
rework_form_insights | read | Views, responses over time and by status, and a per-question summary of the answers |
rework_form_group | read write | Folders to organise your forms - list, create, rename |