Connecteam
Connecteam is a comprehensive workforce management platform designed to streamline operations, enhance communication, and improve HR processes for deskless teams.
16 actions Integration catalog
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01 · WHAT THE AGENT CAN DO
Actions
Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.
Archive UsersCONNECTEAM_ARCHIVE_USERS
Tool to archive one or more users by their unique IDs. Use when you need to deactivate users without deleting their records.
Create UsersCONNECTEAM_CREATE_USERS
Tool to create multiple users in Connecteam. Use when you need to add several staff or admin accounts at once.
Generate Upload URLCONNECTEAM_GENERATE_UPLOAD_URL
Tool to generate a pre-signed URL for uploading a file. Use when you need a secure, time-limited URL prior to file upload.
Get ChatCONNECTEAM_GET_CHAT
Tool to retrieve chat conversations. Use when you need to list all team chats/channels after confirming your Communications hub is on Expert plan.
Get Custom Field CategoriesCONNECTEAM_GET_CUSTOM_FIELD_CATEGORIES
Tool to retrieve all custom field categories. Use when you need to list or filter custom field categories in your Connecteam account.
Get Custom FieldsCONNECTEAM_GET_CUSTOM_FIELDS
Tool to retrieve all custom fields associated with the account. Use when you need to filter, sort, or page through custom fields after authentication.
Get FormsCONNECTEAM_GET_FORMS
Tool to retrieve all form definitions from Connecteam. Use when you need to list all existing forms after enabling the Forms API.
Get JobsCONNECTEAM_GET_JOBS
Tool to retrieve a list of job objects relevant to a specific instance ID. Use after confirming scheduler or time clock instance ID when you need to filter and page through jobs.
Get Performance IndicatorsCONNECTEAM_GET_PERFORMANCE_INDICATORS
Tool to retrieve the list of performance metric indicators. Use when you need to list available performance indicators for data analysis. Examples: "List performance metrics".
Get Policy TypesCONNECTEAM_GET_POLICY_TYPES
Tool to retrieve available time-off policy types. Use before filtering or creating time-off requests by policyTypeId.
Get PublishersCONNECTEAM_GET_PUBLISHERS
Tool to retrieve a list of all custom publishers. Use when you need to list custom publishers after confirming API access.
Get SchedulersCONNECTEAM_GET_SCHEDULERS
Tool to retrieve a list of job schedulers associated with the account. Use after authentication when you need to enumerate all schedulers.
Get Smart GroupsCONNECTEAM_GET_SMART_GROUPS
Tool to retrieve all smart groups associated with the account. Use when you need to list all smart groups after authenticating with a valid API key.
Get Task BoardsCONNECTEAM_GET_TASK_BOARDS
Tool to retrieve all task boards. Use after authenticating with a valid API key to list available task boards.
Get UsersCONNECTEAM_GET_USERS
Tool to retrieve a list of all users associated with your account. Use when you need to fetch and filter user data.
List MeCONNECTEAM_LIST_ME
Tool to retrieve account information including company name and company ID. Use when you need to get details about the authenticated account.
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