What your AI assistant can do in OKiDO

Every tool an AI assistant connected to OKiDO can use, from tasks and projects to SOP runs, documents and AI agents, and the access each one needs.

Available onAll plans

Who can do this: Everyone in the organization

Once you have connected an AI assistant such as Claude or ChatGPT (see Connect Claude or ChatGPT), it works in OKiDO through the tools below. You do not call them yourself: ask in your own words, and the assistant chooses the tools it needs. For requests to try, see Ask your AI assistant to work in OKiDO.

What the assistant may do

Your access: the assistant works with your account, so it sees and changes only what you may. An action that needs an owner or admin, such as inviting people, works only if you have that role.
Read or also write: when you connect, you approve the access. With read access the assistant has the 57 tools marked Read below; with read and write access it has all 123.
Tokens: a script or assistant that uses an organization API token gets only the tools its scopes allow (see Create an organization API token).
Your organizations: the assistant can work in every organization your account belongs to. When you belong to several, it asks or you say which one.
Your plan: the same limits apply as in the app, for example on the number of projects.
A record of changes: what the assistant changes is recorded in the organization's audit log, as your action.

Projects

Tool	What it does	Access
`list_projects`	List organization projects with optional filters.	Read
`list_my_projects`	List the projects you are a member of, in all your organizations.	Read
`get_project`	Fetch a project with its columns, default labels, dates, status, access and task counts.	Read
`get_org_stats`	Get high-level organization metrics including open task count, active run count, and pending step count.	Read
`get_project_activity`	Recent audit activity for a project and its tasks, newest first.	Read
`export_project`	Export a project with its columns and tasks as JSON.	Read
`create_project`	Create a new project in the organization.	Read and write
`create_project_from_template`	Create a project from a template project, as Use template does in the app.	Read and write
`update_project`	Update a project's name, description, status, dates, or archived flag.	Read and write
`change_project_type`	Make a project public (every member sees it) or private (only the people and teams you add).	Read and write
`create_project_stage`	Create a new stage in a project.	Read and write
`update_project_stage`	Update an existing project stage.	Read and write
`reorder_stages`	Reorder the stages of a project.	Read and write
`list_project_members`	List who has access to a project.	Read
`add_project_member`	Give a person or team access to a private project.	Read and write
`remove_project_member`	Take a person's or team's access to a private project away.	Read and write

Tasks

Tool	What it does	Access
`list_tasks`	List tasks with optional filters on project, assignee, status, priority, or a title substring.	Read
`list_my_tasks`	List the tasks assigned to you and the approvals waiting for your decision, in all your organizations.	Read
`get_task`	Fetch a task by ID with comments, subtasks, labels, and activity.	Read
`get_user_workload`	Get open tasks and run steps assigned to a user, optionally within a due-date window and/or scoped to one team.	Read
`find_by_external_ref`	Find tasks and milestones by the reference they were imported with.	Read
`list_task_comments`	Read the comment thread of a task, with author names.	Read
`list_watchers`	List the users following a task.	Read
`create_task`	Create a new task in a project.	Read and write
`bulk_create_tasks`	Create up to 100 tasks in one project in a single call.	Read and write
`update_task`	Update a task's status, assignee, priority, dates, description, column, estimate or milestone.	Read and write
`bulk_update_tasks`	Update up to 100 tasks in one call.	Read and write
`assign_task`	Assign or reassign a task to a user, who is notified.	Read and write
`request_task_approval`	Ask one or more people to approve a task.	Read and write
`add_task_comment`	Post a comment on a task.	Read and write
`update_task_comment`	Edit a task comment.	Read and write
`delete_task_comment`	Delete a task comment.	Read and write
`watch_task`	Follow a task so the user gets notified of activity on it.	Read and write
`unwatch_task`	Stop following a task.	Read and write
`attach_link_to_task`	Attach an external URL to a task.	Read and write
`attach_document_to_task`	Link an internal Playbook document to a task.	Read and write
`delete_task`	Permanently delete a task.	Read and write

Dependencies and milestones

Tool	What it does	Access
`list_task_dependencies`	List both directions of a task's dependencies.	Read
`get_blocked_tasks`	List tasks that are currently blocked.	Read
`get_critical_path`	The longest dependency chain in a project, returned in order with each task's dates.	Read
`list_milestones`	List milestones with per-milestone rollups of linked tasks and the launch-at-risk check.	Read
`get_milestone_report`	Show the health of each milestone.	Read
`add_task_dependency`	Make one task depend on another.	Read and write
`remove_task_dependency`	Remove a dependency between two tasks.	Read and write
`create_milestone`	Create a milestone in a project.	Read and write
`update_milestone`	Update a milestone's name, target date, description, or progress percentage.	Read and write

Sprints

Tool	What it does	Access
`list_sprints`	List sprints, optionally filtered by project, team, or status.	Read
`get_sprint`	Fetch a sprint with its tasks and task count.	Read
`create_sprint`	Create a sprint for a project or a team.	Read and write
`assign_task_to_sprint`	Put a task in a sprint, or take it out of its sprint.	Read and write

Request forms

Tool	What it does	Access
`list_request_forms`	List request forms, optionally for one project.	Read
`create_request_form`	Create a request form for a project.	Read and write
`update_request_form`	Change a request form's name, description, fields, column, visibility or status.	Read and write
`submit_request_form`	Submit a request form as the current user, exactly as through the form's internal link.	Read and write

Labels

Tool	What it does	Access
`list_labels`	List the organization's labels.	Read
`create_label`	Create an organization label, optionally in a label category.	Read and write
`add_label`	Add a smart label to a task, document, or SOP template.	Read and write
`remove_label`	Take a label off one task, document or SOP template.	Read and write
`delete_label`	Delete an organization label for good, from everything that has it.	Read and write

SOPs and runs

Tool	What it does	Access
`list_sop_templates`	List SOP templates in the organization.	Read
`get_sop_template`	Fetch an SOP template with all steps and variable definitions.	Read
`list_runs`	List active and recent SOP runs with optional filters.	Read
`get_run`	Fetch an SOP run with its steps, variables and progress.	Read
`list_schedules`	List recurring run schedules in the organization.	Read
`create_sop_template`	Create a new SOP template with steps.	Read and write
`update_sop_template`	Rename an SOP template.	Read and write
`add_sop_step`	Add a step to an existing SOP template.	Read and write
`update_sop_step`	Update an existing SOP template step, including who it is assigned to.	Read and write
`reorder_sop_steps`	Reorder an SOP template's steps.	Read and write
`remove_sop_step`	Delete a step from an SOP template.	Read and write
`start_run`	Start a new SOP run from a template, exactly as the web app does.	Read and write
`complete_run_step`	Mark a run step as complete, with the same rules as the web app.	Read and write
`set_run_variable`	Set or update one or more SOP run variables.	Read and write
`schedule_run`	Create a recurring schedule that spawns runs from an SOP template.	Read and write
`unschedule_run`	Remove a recurring run schedule.	Read and write

Playbook: documents, folders and processes

Tool	What it does	Access
`list_folders`	List folders in the organization.	Read
`get_folder`	Fetch a folder by ID, including its child folders and processes.	Read
`list_processes`	List processes in the organization, optionally filtered by folder.	Read
`get_process`	Fetch a process by ID, including its SOP templates, documents, and recordings.	Read
`list_documents`	List Playbook documents in the organization.	Read
`get_document`	Fetch a Playbook document by ID, including its content and metadata.	Read
`get_upload`	Fetch a file or image attached to a task, a comment or a Playbook document.	Read
`create_folder`	Create a new folder in the organization.	Read and write
`create_process`	Create a new process inside a folder.	Read and write
`update_document`	Update the title and/or content of an existing Playbook document.	Read and write

Search

Tool	What it does	Access
`search_platform`	Find projects, tasks, documents, SOP templates, runs, folders, and processes whose title or name contains the query.	Read

People and teams

Tool	What it does	Access
`list_users`	List all members of the organization with their name, email, role, and status.	Read
`lookup_user_id_by_name`	Look up a user ID by their name or email.	Read
`list_teams`	List the organization's teams with their members.	Read
`invite_user`	Invite a person to the organization by email, as a member or an admin.	Read and write
`create_team`	Create a team in the organization.	Read and write
`update_team`	Rename a team or change its description.	Read and write
`add_team_member`	Add an organization member to a team.	Read and write
`remove_team_member`	Remove a user from a team.	Read and write
`delete_team`	Delete a team.	Read and write

Notifications and approvals

Tool	What it does	Access
`send_notification`	Send an in-app notification to members of the organization.	Read and write
`request_human_approval`	Ask members of the organization for an approval or a decision.	Read and write

AI agents

Tool	What it does	Access
`list_agents`	List the AI agents in the organization with their handle, status, hierarchy role and parent agent.	Read
`get_agent`	Get one AI agent by handle or ID.	Read
`get_agent_org_chart`	Get the full agent organizational hierarchy tree for the current organization.	Read
`get_agent_run_status`	Check an agent run.	Read
`get_pending_agent_actions`	List the latest agent actions that wait for a person's approval.	Read
`get_artifact`	Retrieve a previously saved artifact by its ID.	Read
`invoke_agent`	Start an AI agent on a task.	Read and write
`request_capability`	Request a new tool or capability that does not currently exist.	Read and write

AI memory

Tool	What it does	Access
`search_memory`	Search only authorized, relevant AI memories.	Read
`save_memory`	Save a durable, sourced fact in the narrowest authorized scope.	Read and write
`save_correction`	Save an explicit correction with high retrieval priority and long-term retention.	Read and write
`save_preference`	Save a stated preference with long-term retention.	Read and write
`update_memory`	Revise an accessible agent-created memory with new evidence.	Read and write
`reinforce_memory`	Confirm an accessible memory with new evidence.	Read and write

OKiDO Support

Tool	What it does	Access
`list_support_tickets`	List your OKiDO Support tickets, most recently updated first.	Read
`get_support_ticket`	Read one of your OKiDO Support tickets with its conversation.	Read
`submit_support_ticket`	Contact OKiDO Support with a ticket, as you would on the Support page.	Read and write

Organizations and limits

Tool	What it does	Access
`list_organizations`	List the organizations the assistant can work in.	Read
`get_api_limits`	Show the request limits and your organization's plan limits, so large jobs can be paced.	Read

Visual cards in ChatGPT

Tool	What it does	Access
`render_projects_carousel`	Render a carousel of project cards.	Read
`render_tasks_list`	Render a list of tasks with status and priority badges.	Read
`render_task_card`	Render a single task detail card.	Read
`render_kanban_board`	Render a kanban board with tasks grouped by project stages.	Read
`render_sprint_board`	Render a sprint board showing tasks grouped by assignee or status.	Read
`render_runs_tracker`	Render a tracker for SOP runs with progress indicators.	Read
`render_search_results`	Render search results across entity types.	Read

Tools that only OKiDO's own AI agents use (for example to hand work to another agent) are not offered to assistants and are not listed here.