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Tools

The 999 tools of Memberfy's MCP server, organized by subject (community, content, courses, events, members, sales, subscriptions, finance, certificates, call for papers, downloads and reports), with the minimum role and type of each one, and the rules they all share.

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Memberfy's MCP server has 999 tools, which cover every module of the community: the assistant does what the app lets the connected person do, with their role. The assistant picks which one to use from your request on its own; this page and the subject pages are there so you know what it can do, with which role, and how to ask. The names are in English, as the assistant sees them, and they are the same in every language; the title shown in Claude or ChatGPT, and the messages in the responses, come in the language of your registration in the connected community (My Account › Profile, Language; if none is chosen, the community's language).

By role, the list has 981 tools for the owner and the admin, 664 for finance, 629 for the moderator and 474 for the member. The other 18 are SuperAdmin-only, in the Memberfy community.

By subject

SubjectWhat you can doTools
Community and structureThe connection's context, opening an app link, creating, editing, reordering and deleting sections and spaces, who sees each one, settings and language, sale notices, e-mail campaigns, e-mail library, default e-mails, workflows (with the automation guide and Variables and keys), sending reputation, custom domain, SMS and WhatsApp and API keys, sending through your Resend account and video signing keys167
Content and engagementPosts and short posts, moving a post, comments, reactions, pinning, search, link previews, gallery, hosted video and media links, classifieds, importing posts from a spreadsheet, engagement, moderation, channel and upvote, scheduled posts and points as currency113
CoursesWhole courses, cover, status, modules and lessons (create, edit, move, reorder, delete), enrollment and progress, a course's students and the A single course mode, seats, waitlist and free products32
EventsEvents, drafts and publishing, tickets, attendance, live streaming, recording, banner and deletion, ticket types and batches47
MembersListing, inviting, importing a spreadsheet, custom fields, changing roles, removing, groups, tags, org chart, surveys and forms, your e-mail preference and your SMS and WhatsApp notices, recognition, feedback, development plans, time tracking, messages and notifications, the welcome and First steps, member referrals, privacy (download your data and delete the account)311
Sales and plansPlans, options, add-ons, products, prices, coupons, downsell and store, as drafts until approval, redeeming a product with points28
SubscriptionsWho subscribes to what, CSV, complimentary access, discounts, extensions and cancellations; your own subscriptions and purchases (or your company's), changing your plan, adding an add-on and paying an overdue renewal18
FinanceSales and refunds, customers, statement, balance, payouts and fees13
CertificatesTemplates, who issues, issuing, resending, revoking and reissuing; your own certificates18
Call for papersThe whole cycle: opening the call, tracks and days, owners and reviewers, proposals, scores, decision, negotiation, program and voting40
DownloadsDownloads spaces: settings, items, files, the download link, your downloads and the counters13
Podcast and VideosShows and presenters, episodes with audio, video and chapters, publishing and scheduling with the e-mail's reach, transcripts, numbers, the point where you stopped, comments and the queue29
AttendanceThe occupancy, I've arrived and I'm leaving, who's here, guests, history, fixing and removing visits, and the front desk kiosk links.12
ParcelsRegistering letters and packages with a photo, the queue, pickup, return, discard, reopening, deletion and the member's "do I have a parcel?".20
Bookings and SchedulingFinding what is free, booking with a cost in credits, rescheduling, canceling, no-shows, calendar invite, rooms, blocks, price bands and agenda approval.34
NetworkingFinding people, seeing their times and booking free sessions, joining and leaving the program, accepting and declining, How did it go?, reviews, session types, the request queue, the people in the program and the first-session badges.26
CreditsBalance, statement, the company wallet, granting, adjusting and taking back credits, and the community rules (accrual, cancellation window, late cancellation and no-shows).9
VisitorsRegister, edit and cancel a guest, today's expected guests, find the host, and mark or undo an arrival9
CompaniesRegister, edit and close companies (with the offers and billing details in a coworking), your company, the team, invite by e-mail with acceptance, accept or decline invitations, mark the company admin and remove14
SupportOpen a ticket with photos, the queue and deadlines, triage, assign, resolve, internal note, cancel, reopen, who answers, and inspection rounds32
Reports and chartsSales, MRR, active members, engagement and the leaderboard, events, courses, one member's activity and the month's dashboard, the engagement statement, visits, purchase funnel, most read content, one post's reads and who is online, ready to become a chart14

Each tool has a badge: Read-only changes nothing, Changes creates or changes something right away, and Asks to confirm only acts after your yes to a summary.

All tools

Minimum role: the lowest role the tool shows up for. "Any" includes members. Finance is listed separately because it isn't on the same ladder as the other roles.

ToolSubjectMinimum roleTypeWhat it does
get_community_contextCommunity and structureAnyRead-onlyCommunity, role, sections and spaces with ids: the starting point
get_connection_diagnosticsCommunity and structureAdminRead-onlyWhether the assistant's tool list is up to date
list_spacesCommunity and structureAnyRead-onlySections and spaces, filterable by module
list_space_updatesCommunity and structureAnyRead-onlyWhat is new in your spaces since your last visit
open_linkCommunity and structureAnyRead-onlySays what a link copied from the app (or an id) is
create_sectionCommunity and structureAdminChangesCreates a menu section
create_spaceCommunity and structureAdminChangesCreates a space in a section (and, in Courses, the A single course mode)
update_spaceCommunity and structureAdminChangesChanges a space's name, description, icon or visibility, or moves it to another section
update_sectionCommunity and structureAdminChangesChanges a section's name, description or icon, or makes it the home section
reorder_sectionsCommunity and structureAdminChangesPuts the menu sections in a new order
reorder_spacesCommunity and structureAdminChangesPuts a section's spaces in a new order
get_space_accessCommunity and structureTeamRead-onlyWho gets into a space or a section: groups, products, plans and badges
update_space_accessCommunity and structureAdminChangesWho sees a space or a section, and who posts in the space
delete_sectionCommunity and structureAdminAsks to confirmDeletes an empty section
delete_spaceCommunity and structureAdminAsks to confirmDeletes a space
get_community_settingsCommunity and structureAdminRead-onlyThe community's settings: name, colors, images, SEO, language, entry
update_community_settingsCommunity and structureAdminChangesChanges name, colors, logo, favicon, SEO, language and entry rules
update_community_appearanceCommunity and structureAdminAsks to confirmChanges the logo for dark backgrounds (the mode and the menu belong to the theme)
list_theme_presetsCommunity and structureAdminRead-onlyThe gallery's ready-made themes
list_community_themesCommunity and structureAdminRead-onlyThe community's saved themes, with the active one
get_community_themeCommunity and structureAdminRead-onlyOne theme with all its values (without an id, the active one)
create_community_themeCommunity and structureAdminChangesSaves a theme from a ready-made one, a saved one or the logo proposal
update_community_themeCommunity and structureAdminChangesChanges a theme; on the active one, the community changes right away
activate_community_themeCommunity and structureAdminAsks to confirmSwitches the theme for the whole community
restore_community_themeCommunity and structureAdminAsks to confirmTakes a theme back to its original values
delete_community_themeCommunity and structureAdminAsks to confirmDeletes a saved theme
suggest_community_theme_from_logoCommunity and structureAdminChangesProposes a theme with the logo's colors, without saving (1 AI use)
get_notification_settingsCommunity and structureAdminRead-onlyThe e-mail that receives sale notices
update_notification_settingsCommunity and structureAdminChangesChanges the sale notices e-mail and turns the recovery e-mail on or off
list_postsContent and engagementAnyRead-onlyThe feed, with comments and reactions
search_contentContent and engagementAnyRead-onlyFinds posts, events, courses, sections, spaces and calls by title
list_commentsContent and engagementAnyRead-onlyA post's comments
create_postContent and engagementAnyChangesPublishes a post
preview_linkContent and engagementAnyRead-onlyShows how a link will look in the post: player or card
update_postContent and engagementAuthor, moderator or financeChangesEdits a post's title, text, cover or pin
delete_postContent and engagementAuthor, moderator or financeAsks to confirmDeletes a post, with confirmation
move_postContent and engagementModerator or financeChangesMoves a post to another Content or Feed space
create_short_postContent and engagementMember (not finance)ChangesPublishes a short post, with no title, in a Feed
analyze_content_importContent and engagementAdminChangesReads a spreadsheet of posts and suggests where each column goes
preview_content_importContent and engagementAdminRead-onlyThe post import summary and the first 10 rows, saving nothing
start_content_importContent and engagementAdminChangesImports the spreadsheet's posts, with their original date and silently
get_content_importContent and engagementAdminRead-onlyProgress and report of a post import
create_pollContent and engagementModerator (not finance)ChangesPublishes a poll in a Feed (the question is the text) or in a Content space (the question is the title)
get_pollContent and engagementAnyRead-onlyThe results: votes and percentage per option, how many voted, the deadline and what you chose
vote_pollContent and engagementAnyChangesVotes in your name, by option id or text; voting again replaces the vote
retract_poll_voteContent and engagementAnyChangesRemoves your vote while the poll is open
update_pollContent and engagementModerator (not finance)Asks to confirm when the options changeChanges the options, multiple choice and the deadline
close_pollContent and engagementModerator (not finance)Asks to confirmCloses the poll now, with no way back
list_poll_votesContent and engagementModerator (not finance)Read-onlyWho voted for what, with a filter by option
create_commentContent and engagementAnyChangesComments or replies
update_commentContent and engagementAuthor, moderator or financeChangesEdits a comment's text
delete_commentContent and engagementAuthor, moderator or financeAsks to confirmDeletes a comment, with confirmation
remove_comment_videoContent and engagementAuthor, moderator or financeAsks to confirmRemoves a comment's Drop; the comment keeps its text
set_video_posterContent and engagementAnyChangesChooses the cover of a hosted video (Drop, post video or recording) from an image
set_video_cover_frameContent and engagementAnyChangesPicks a hosted video's cover from the video's own frames
remove_video_posterContent and engagementAnyAsks to confirmRemoves the chosen cover; the automatic one comes back
create_drop_descriptionContent and engagementAnyChangesWrites the text of a post, short post or comment from what the person said in the Drop
get_drop_descriptionContent and engagementAnyRead-onlyThe state and text of a create_drop_description request
add_reactionContent and engagementAnyChangesReacts with an emoji
pin_postContent and engagementModerator or financeChangesPins or unpins in the feed
add_gallery_imageContent and engagementAnyChangesAdds an image to a Gallery space
add_gallery_imagesContent and engagementAnyChangesAdds up to 20 images to a gallery, with a result for each
list_gallery_imagesContent and engagementAnyRead-onlyA gallery's images, with author and reactions
update_gallery_imageContent and engagementAuthor, moderator or financeChangesChanges an image's title or description
react_to_gallery_imageContent and engagementAnyChangesReacts to a gallery image
delete_gallery_imageContent and engagementAuthor, moderator or financeAsks to confirmDeletes a gallery image
get_leaderboardContent and engagementAnyRead-onlyThe top of the leaderboard
get_my_pointsContent and engagementAnyRead-onlyYour points and your position on the leaderboard
get_ranking_rulesContent and engagementAdminRead-onlyWhether engagement is on, and the points per action
update_ranking_rulesContent and engagementAdminChangesTurns it on or off and changes the points
get_ranking_levelsContent and engagementAdminRead-onlyThe community's levels, with the minimum points and the activity each one asks for in the week
update_ranking_levelsContent and engagementAdminAsks to confirmSaves the levels and requirements, with a preview of how many move up and down
get_level_progressContent and engagementAnyRead-onlyWhat is left this week to stay at or move up a level; the team sees any member's
list_moderation_queueContent and engagementModerator or financeRead-onlyWhat is waiting for approval
moderate_itemContent and engagementModerator or financeChangesApproves or rejects an item in the queue
list_coursesCoursesAnyRead-onlyThe community's courses
list_my_courses_in_progressCoursesAnyRead-onlyYour courses in progress and the lesson to continue
get_courseCoursesAnyRead-onlyA course with its modules and lessons
create_courseCoursesAdminChangesSpace, course, modules, lessons and the product, in one go
update_courseCoursesAdminChangesEdits a course's title, level, status and cover
create_course_moduleCoursesAdminChangesAdds a module to a course
create_lessonCoursesAdminChangesAdds a lesson to a module
update_course_moduleCoursesAdminChangesRenames a module or changes its position
update_lessonCoursesAdminChangesChanges a lesson, or moves it to another module
list_course_enrollmentsCoursesModerator or financeRead-onlyA course's students, with their progress
reorder_course_modulesCoursesAdminChangesPuts a course's modules in a new order
reorder_lessonsCoursesAdminChangesPuts a module's lessons in a new order
delete_course_moduleCoursesAdminAsks to confirmDeletes a module with its lessons
delete_lessonCoursesAdminAsks to confirmDeletes a lesson
delete_courseCoursesAdminAsks to confirmDeletes a course
enroll_in_courseCoursesMember (not finance)ChangesEnrolls you in a published course
enroll_member_in_courseCoursesModeratorChangesEnrolls someone else in a free course
complete_lessonCoursesMember (not finance)ChangesRecords your progress in a lesson
rate_lessonCoursesMember (not finance)ChangesRates a lesson from 1 to 5, with an optional comment
get_course_ratingsCoursesModerator or financeRead-onlyThe average, distribution and comments of a course's lesson ratings
list_eventsEventsAnyRead-onlyUpcoming, past, your own or all events
list_event_attendeesEventsAnyRead-onlyWho RSVP'd to an event
create_eventEventsModerator (with a ticket, admin)ChangesSpace, event and the ticket, in one go, published or as a draft
update_eventEventsModerator or financeChangesEdits only the fields sent of an event or draft, and the banner
publish_eventEventsModerator or financeAsks to confirmPublishes an event draft, with or without an e-mail notice
start_live_streamEventsModerator or financeChangesMarks the event as live, with the stream link
stop_live_streamEventsModerator or financeChangesEnds the live stream
rsvp_eventEventsMember (not finance)ChangesSays whether you're going: going, maybe or not going
delete_eventEventsAdminAsks to confirmDeletes an event
list_membersMembersModerator or financeRead-onlyMembers with role and join date; filters who was active or joined in a period
invite_memberMembersAdminChangesInvites one person, with role, groups and tags
invite_membersMembersAdminChangesInvites up to 100 people at once, with the result line by line
update_member_roleMembersAdminChangesChanges a member's role
remove_memberMembersAdminAsks to confirmRemoves a person from the community
list_signup_requestsMembersAdminRead-onlyThe join requests in the queue
approve_signup_requestMembersAdminChangesApproves up to 100 join requests at once
reject_signup_requestMembersAdminAsks to confirmRejects join requests, with a reason
list_groupsMembersModerator or financeRead-onlyGroups, with color, leader, parent group and how many people
create_groupMembersModerator or financeChangesCreates a member group
update_groupMembersModerator or financeChangesRenames or changes a group
delete_groupMembersModerator or financeAsks to confirmDeletes a group; the people stay in the community
update_group_membersMembersAdminChangesAdds or removes people from a group
list_tagsMembersModerator or financeRead-onlyTags in use, with color and how many people
update_member_tagsMembersModerator or financeChangesTags or untags one or more people
update_tagMembersModerator or financeChangesRenames a tag or changes its color
delete_tagMembersModerator or financeAsks to confirmRemoves a tag from everyone
get_org_chartMembersModerator or financeRead-onlyWho reports to whom, with the groups
set_managerMembersAdminChangesSets who a person reports to
get_my_teamMembersAnyRead-onlyWhether you lead anyone, who reports to you and whether there are indirect reports
list_activity_logsMembersAdminRead-onlyWho did what: team, assistant, members and API keys
list_logsMembersAdmin or finance (finance: financial only)Read-onlyThe community's Logs: every type of record
get_my_data_exportMembersAnyRead-onlyYour data export: the status, how long it lasts and when you can ask for another
export_my_dataMembersAnyAsks to confirmAsks for a ZIP with your data; the link arrives by e-mail only
export_member_dataMembersAdminAsks to confirmAsks for a member's data export, at their request; the link goes to their e-mail
get_my_account_deletionMembersAnyRead-onlyYour account deletion request and the effective date
delete_my_accountMembersAny (not the owner)Asks to confirmRequests the deletion of your account in this community, with the password; disconnects the assistant
cancel_my_account_deletionMembersAnyAsks to confirmCancels the deletion of your account
erase_member_dataMembersAdminAsks to confirmErases a member's data, at their request, with no period to change your mind
list_plansSales and plansAdmin or financeRead-onlyPlans, options and add-ons
list_productsSales and plansAdmin or financeRead-onlyBilling options and products, with price and status
list_couponsSales and plansAdmin or financeRead-onlyCoupons with status and usage
create_productSales and plansAdminChangesCreates a product or billing option, as a draft
create_planSales and plansAdminChangesOptions, plan and add-ons, in one go
publish_productSales and plansAdminChangesPuts a product on sale
unpublish_productSales and plansAdminChangesTakes a product off sale
update_priceSales and plansAdminAsks to confirmChanges a price, with confirmation
create_couponSales and plansAdminAsks to confirmCreates a coupon, with confirmation
update_planSales and plansAdminChangesChanges a plan's name, address, visibility, options, add-ons and images
update_productSales and plansAdminChangesChanges title, spaces, stock, installments, trial, direct link and images
update_productsSales and plansAdminChangesEdits up to 20 products at once; the price asks for confirmation
update_plansSales and plansAdminChangesEdits up to 20 plans at once
update_coupon_statusSales and plansAdminAsks to confirmPauses or reactivates a coupon
update_couponSales and plansAdminAsks to confirmChanges a coupon's name, discount, duration, limits, validity and products
delete_couponSales and plansAdminAsks to confirmDeletes a coupon
get_coupon_usageSales and plansAdmin or financeRead-onlyWho used a coupon
list_downsell_offersSales and plansAdminRead-onlyA plan's last-chance offers, with conversion
create_downsell_offerSales and plansAdminAsks to confirmCreates a last-chance offer
update_downsell_offerSales and plansAdminAsks to confirmChanges or pauses a last-chance offer
delete_downsell_offerSales and plansAdminAsks to confirmDeletes a last-chance offer
delete_productSales and plansAdminAsks to confirmDeletes a product or billing option
delete_planSales and plansAdminAsks to confirmDeletes a plan
reorder_plansSales and plansAdminChangesPuts the plans in a new order on the pricing page
get_storefrontSales and plansAdminRead-onlyWhat a Store space shows
update_storefrontSales and plansAdminChangesChooses a Store's products and plans
list_subscriptionsSubscriptionsAdmin or financeRead-onlySubscriptions with status, amount and next charge
cancel_subscriptionSubscriptionsAdmin or financeAsks to confirmCancels a member's subscription, with confirmation
get_subscriptionSubscriptionsAdmin or financeRead-onlyOne subscription, with charges and next charge
create_manual_subscriptionSubscriptionsAdmin or financeAsks to confirmComplimentary or future charge, without checkout
update_subscriptionSubscriptionsAdmin or financeAsks to confirmDiscount, extend, add-ons, reactivate, payment link
export_subscriptions_csvSubscriptionsAdmin or financeRead-onlyThe subscriptions as CSV, with the same filters
list_my_subscriptionsSubscriptionsAnyRead-onlyYour subscriptions
get_my_subscriptionSubscriptionsAnyRead-onlyOne of your subscriptions, with since when it is past due and the history
list_my_purchasesSubscriptionsAnyRead-onlyYour one-time purchases
manage_my_subscriptionSubscriptionsAnyAsks to confirmCancels, pauses, resumes or reactivates your subscription
quote_plan_changeSubscriptionsAnyRead-onlyHow much it costs and what changes when moving to another plan, with the add-ons
change_my_planSubscriptionsAnyAsks to confirmChanges your plan, with the add-ons in the same change: now, charging the difference to the saved card or by PIX or boleto (the plan changes after the payment), or at the end of the period
get_scheduled_plan_changeSubscriptionsAnyRead-onlyThe plan change scheduled for the end of the period
cancel_scheduled_plan_changeSubscriptionsAnyAsks to confirmUndoes the scheduled plan change
get_sales_summaryFinanceAdmin or financeRead-onlyRevenue, monthly series, revenue by product and subscribers (gross, refunds, chargebacks and net, by currency)
list_customersFinanceAdmin or financeRead-onlyWho pays and how much they've paid
list_purchasesFinanceAdmin or financeRead-onlyThe sales, with the buyer, the amount, the status and the refund.
get_purchaseFinanceAdmin or financeRead-onlyOne sale, with all its refunds and its timeline.
refund_purchaseFinanceAdmin or financeAsks to confirmRefunds a sale, choosing whether access continues, with confirmation.
list_abandoned_cartsFinanceAdmin or financeRead-onlyWho opened the checkout and did not buy, and who came back and paid.
list_ledger_entriesFinanceAdmin or financeRead-onlyStatement entries
get_balanceFinanceAdmin or financeRead-onlyBalance per currency: available, pending (with the release dates), held, owed and how much you can withdraw
list_payoutsFinanceAdmin or financeRead-onlyPayouts and their status
simulate_feeFinanceAdminRead-onlyHow much the community receives from a sale
request_payoutFinanceAdminAsks to confirmRequests a payout, with confirmation
cancel_payoutFinanceAdminAsks to confirmCancels a pending payout, with confirmation
list_certificate_templatesCertificatesModerator, finance or adminRead-onlyA Certificates space's templates
get_certificate_templateCertificatesModerator, finance or adminRead-onlyOne template, with the preview as an image
create_certificate_templateCertificatesModerator, finance or adminChangesCreates a template, from the platform default or with the brand's art
update_certificate_templateCertificatesModerator, finance or adminChangesChanges texts, signers, boxes and the artwork
activate_certificate_templateCertificatesModerator, finance or adminChangesActivates or archives a template
issue_certificateCertificatesModerator, finance or adminChangesIssues to people, groups and tags, after a dry run
list_issued_certificatesCertificatesModerator, finance or adminRead-onlyThe issued ones, with status and search
revoke_certificateCertificatesAdminAsks to confirmRevokes a certificate
reissue_certificateCertificatesAdminChangesIssues it again with the current name
delete_certificateCertificatesAdminAsks to confirmDeletes a revoked or failed one
duplicate_certificate_templateCertificatesModerator, finance or adminChangesCopies a template as a new draft
update_certificate_space_settingsCertificatesAdminChangesWho issues in the space: the team or only admins
resend_certificate_emailCertificatesModerator, finance or adminChangesSends the certificate e-mail again
retry_certificateCertificatesModerator, finance or adminChangesRetries a certificate that failed
list_my_certificatesCertificatesAnyRead-onlyYour certificates, with code and links
set_certificate_indexingCertificatesAnyChangesShows or hides one of your certificates in search engines
list_calls_for_papersCall for papersAnyRead-onlyA space's calls, with status
get_call_space_settingsCall for papersAnyRead-onlyHow the space works: one call or several, who opens them
update_call_space_settingsCall for papersAdminChangesChanges the space's mode and who can open a call
get_call_for_papersCall for papersAnyRead-onlyA call with dates, tracks, days, owners and what you can do
create_call_for_papersCall for papersWhoever can open oneChangesOpens a call as a draft, with tracks, days and banner
update_call_for_papersCall for papersTeam or ownerChangesEdits text, dates, formats, costs, fee and images
update_call_statusCall for papersTeam or ownerChangesPublishes, unpublishes, closes or reopens
delete_call_for_papersCall for papersTeam or ownerAsks to confirmDeletes the call, with tracks and proposals
add_call_trackCall for papersTeam or ownerChangesAdds a track
update_call_trackCall for papersTeam or ownerChangesRenames a track or changes its purpose
delete_call_trackCall for papersTeam or ownerAsks to confirmRemoves a track
add_call_event_dateCall for papersTeam or ownerChangesAdds a day to the event
update_call_event_dateCall for papersTeam or ownerChangesChanges a day's times
delete_call_event_dateCall for papersTeam or ownerAsks to confirmRemoves a day from the event
add_call_ownerCall for papersTeam or ownerChangesInvites someone to be an owner of the call
remove_call_ownerCall for papersTeam or ownerAsks to confirmRemoves an owner
list_track_reviewersCall for papersTeam or ownerRead-onlyA track's reviewers
invite_track_reviewerCall for papersTeam or ownerChangesMakes someone a reviewer for a track
remove_track_reviewerCall for papersTeam or ownerAsks to confirmRemoves a reviewer
list_my_call_invitationsCall for papersAnyRead-onlyYour pending invitations, as owner or reviewer
respond_to_call_invitationCall for papersAnyChangesAccepts or declines one of your invitations
list_speakersCall for papersTeam or ownerRead-onlyWho has already proposed in the community
invite_speakerCall for papersTeam or ownerChangesInvites someone to propose
list_proposalsCall for papersDepends on your role in the callRead-onlyThe proposals, with status, track and scores
get_proposalCall for papersOwners, the track's reviewers and the proposerRead-onlyOne proposal, with the reviews and the negotiation
list_my_reviewsCall for papersReviewerRead-onlyYour review queue
review_proposalCall for papersThe track's reviewerChangesScores a proposal from 1 to 5
get_review_progressCall for papersTeam or ownerRead-onlyHow the review is going, against the minimum
get_proposal_reviewsCall for papersOwners; reviewers after reviewingRead-onlyA proposal's scores and the consensus
decide_proposalCall for papersTeam or ownerChangesAccepts or rejects a proposal
negotiate_proposalCall for papersTeam or ownerChangesCounter-offer, withdraw, accept or end the negotiation
confirm_proposalCall for papersTeam or ownerChangesConfirms the accepted proposal in the program
list_votable_proposalsCall for papersWhoever can voteRead-onlyThe ballot: what you can vote on and your vote
vote_on_proposalCall for papersWhoever can voteChangesVotes from 1 to 5, or removes the vote
get_vote_resultsCall for papersDepends on the callRead-onlyThe result, as far as the call shows it
list_my_proposalsCall for papersAnyRead-onlyYour proposals, with status
submit_proposalCall for papersAny memberChangesSubmits a proposal to an open call
update_proposalCall for papersThe proposerChangesEdits the draft proposal and submits it
withdraw_proposalCall for papersThe proposerAsks to confirmWithdraws the proposal from the call
respond_to_counter_offerCall for papersThe proposerChangesAccepts the counter-offer or answers with another one
sales_reportReports and chartsAdmin or financeRead-onlySales by day, week or month, by plan, product or payment method, and the total since the first sale
subscriptions_reportReports and chartsAdmin or financeRead-onlyMRR, new and canceled subscriptions, churn, courtesies and downsell
members_reportReports and chartsModerator or financeRead-onlyNew, active and inactive members, by group and by tag
engagement_reportReports and chartsModerator or financeRead-onlyPosts, comments, reactions, the most engaged, unanswered posts and the engagement points
events_reportReports and chartsModerator or financeRead-onlyEvents and how many answered going, maybe and not going
courses_reportReports and chartsModerator or financeRead-onlyEnrollments, completions and progress per course
member_activityReports and chartsAdminRead-onlyWhat one person did: counts, engagement points and links
community_overviewReports and chartsModerator or financeRead-onlyThis month against last month, in one call
get_dashboardReports and chartsModerator or financeRead-onlyThe community's day, as in the Dashboard; money only for those who see money
list_engagement_activitiesReports and chartsModerator or financeRead-onlyThe engagement statement, line by line
analytics_reportReports and chartsAdmin (finance, only the funnel)Read-onlyVisits, pages, traffic sources, the purchase funnel and the most read content
get_post_metricsReports and chartsAuthor or adminRead-onlyReads, expansions, clicks and most clicked domains of a post
get_online_nowReports and chartsAdminRead-onlyWho is in the app right now
react_to_commentContent and engagementMember (not finance)ChangesReacts to a comment with an emoji
get_feed_statsContent and engagementAnyRead-onlyThe home page numbers, and yours
get_feed_highlightsContent and engagementAnyRead-onlyThe Feed's side column: upcoming events, trending posts, new members and leaderboard
get_space_highlightsContent and engagementAnyRead-onlyThe tags and what's trending in a Content space
get_ranking_dashboardContent and engagementAnyRead-onlyThe engagement page: leaderboard, levels and rules
list_my_points_historyContent and engagementAnyRead-onlyYour points history, action by action
recalculate_member_pointsContent and engagementAdminChangesRecalculates a member's points
adjust_member_pointsContent and engagementAdminChangesAdds or takes away someone's points, with the reason
list_badgesContent and engagementAdminRead-onlyThe badge catalog, with how many people hold each one
get_badgeContent and engagementAdminRead-onlyA badge, with who holds it
create_badgeContent and engagementAdminChangesCreates a badge, with an image
update_badgeContent and engagementAdminChangesChanges the name, description, image or who sees it
delete_badgeContent and engagementAdminAsks to confirmRemoves a badge from the catalog
award_badgeContent and engagementAdminChangesGives a badge to up to 100 people
revoke_badgeContent and engagementAdminAsks to confirmTakes a badge back from someone, without notice
list_member_badgesContent and engagementAnyRead-onlyA member's badges
list_event_categoriesEventsAnyRead-onlyThe event categories
register_member_for_eventEventsModeratorChangesRegisters someone else for a free event
list_storefront_productsSales and plansAnyRead-onlyThe products of a Store, as you see them
list_certificate_fontsCertificatesModerator, finance or adminRead-onlyThe fonts a template can use
get_certificate_batchCertificatesModerator, finance or adminRead-onlyThe progress of a batch issue
get_memberMembersAnyRead-onlyA member's profile
update_memberMembersAdminChangesEdits another member
update_meMembersAnyChangesEdits yourself, in this community
update_my_profileMembersAnyChangesEdits your member page: cover, company, country, languages, links, experience and privacy
list_member_page_activityMembersAnyRead-onlyThe Activity tab of a member's page
update_avatarMembersAnyChangesSets or removes a profile picture, by link or file
list_member_fieldsMembersModerator or financeRead-onlyThe community's custom fields
create_member_fieldMembersAdminChangesCreates a custom field
update_member_fieldMembersAdminChangesChanges a field's name, type, options or required flag
reorder_member_fieldsMembersAdminChangesPuts the fields in a new order
delete_member_fieldMembersAdminAsks to confirmDeletes a field; the values are kept
update_member_field_valuesMembersAny (your own); moderator for other people'sChangesFills in a person's field values
analyze_member_importMembersAdminChangesReads a spreadsheet and suggests where each column goes
preview_member_importMembersAdminRead-onlyThe import summary, saving nothing
start_member_importMembersAdminAsks to confirmImports and sends the invitations
get_member_importMembersAdminRead-onlyAn import's progress and report
list_member_importsMembersAdminRead-onlyThe import history
get_member_import_fileMembersAdminRead-onlyThe original file or the CSV of skipped rows
withdraw_from_communityMembersAny (only the person themself)Asks to confirmAn imported person declines the invite and leaves
list_survey_templatesMembersAdminRead-onlyThe survey templates (NPS, satisfaction, event, course, eNPS, blank), with sections and questions
list_surveysMembersAdminRead-onlyThe surveys (or only those of a space_id), with the space, status, mode, recipients, responses and the public link
get_surveyMembersAdminRead-onlyOne survey, with the space, sections, questions and public link
create_surveyMembersAdminChangesCreates a draft survey in a Surveys space (space_id), from a template and/or with your own sections and questions
update_surveyMembersAdminChangesEdits the whole draft (and moves it to another Surveys space); once open, only title, introduction, deadline and public link
preview_survey_audienceMembersAdminRead-onlyHow many people have access to the space today (by space_id or by the survey), with up to 10 names
open_surveyMembersAdminAsks to confirmOpens the survey: freezes who has access to the space, sends each of them an e-mail invitation and returns the recipients and the public address
close_surveyMembersAdminAsks to confirmCloses the survey now, for good
delete_surveyMembersAdminAsks to confirmDeletes the survey; the link stops working
get_survey_resultsMembersAdminRead-onlyThe aggregated results, with one filter (group, tag, company or origin; anonymous: origin only)
list_survey_responsesMembersAdminRead-onlyWho answered what and when (identified surveys only)
export_survey_csvMembersAdminRead-onlyThe responses as CSV, the same file as the app
get_my_email_preferencesMembersAnyRead-onlyYour e-mail preference in this community: each category, on or off, and the shortcut
update_my_email_preferencesMembersAnyChangesChanges your preference: a shortcut (receive everything, block announcements, block all) or categories
get_my_notice_preferencesMembersAnyRead-onlyYour e-mail, SMS and WhatsApp notices in this community
update_my_notice_preferencesMembersAnyChangesTurns SMS and WhatsApp on or off, and the categories
list_my_contact_consentsMembersAnyRead-onlyYour SMS and WhatsApp consents
request_phone_verificationMembersAnyChangesSends the verification code to your phone
confirm_phone_verificationMembersAnyChangesVerifies your phone with the code
list_member_contact_consentsMembersAdminRead-onlyA member's SMS and WhatsApp consents
attest_contact_consentMembersAdminAsks to confirmRecords the SMS or WhatsApp consent the community declares it collected
list_my_pending_surveysMembersAnyRead-onlyThe open surveys waiting for your answer, with the link to answer in the app
list_formsMembersAnyRead-onlyThe forms (or only those of a space_id): whoever manages them sees all of them, with the link and the submissions by status; the others, only the ones open to them
get_formMembersAnyRead-onlyA form as whoever manages it sees it: settings, responsibles, steps and fields
get_forms_space_settingsMembersAnyRead-onlyThe mode of the Forms space (one or several) and whether you can create in it
update_forms_space_settingsMembersAdminChangesSwitches the space's mode: one form or several
create_formMembersAnyChangesCreates a draft form, with steps and fields of the 13 types (creating follows the space's Who can post)
update_formMembersAnyChangesEdits the form in any status; the visitor and save-as-member options belong to the team
publish_formMembersAnyChangesPublishes; with dry_run, it first shows how many get the notice e-mail and what each submission does
close_formMembersAnyChangesCloses the form: the link stops taking submissions
reopen_formMembersAnyChangesReopens a closed form
delete_formMembersAnyAsks to confirmDeletes the form; the link goes offline and the submissions stay stored
list_form_submissionsMembersAnyRead-onlyThe submissions, with filters by status, origin, period and search (whoever created it, the team and the responsibles)
get_form_submissionMembersAnyRead-onlyOne submission, with all the answers and the proof of consent
update_form_submission_statusMembersAnyChangesChanges the submission's status: new, in contact or done
delete_form_submissionMembersAnyAsks to confirmDeletes a submission
export_form_submissions_csvMembersAnyRead-onlyThe submissions as CSV, the same file as the app
get_form_to_fillMembersAnyRead-onlyA published form as whoever fills it in sees it, with the values that come from the profile
submit_formMembersAnyChangesSubmits the form on your behalf; the consent only with your yes
list_recognitionsMembersAnyRead-onlyThe Recognition wall, with a filter by person ("me", name, e-mail or id) and by value (value)
get_recognitionMembersAnyRead-onlyOne recognition, with reactions and comments
search_recognition_recipientsMembersAnyRead-onlyWho can be recognized (has access to the space), by name
create_recognitionMembersAnyChangesRecognizes 1 to 20 people, with a message and an optional value; dry_run shows first who gets the e-mail
react_to_recognitionMembersAnyChangesReacts with an emoji, or removes the reaction
create_recognition_commentMembersAnyChangesComments on or replies in a recognition
list_company_valuesMembersAnyRead-onlyThe community values, active and deactivated
delete_recognitionMembersAuthor or teamAsks to confirmDeletes a recognition; the points it gave are taken back
delete_recognition_commentMembersAuthor or teamAsks to confirmDeletes a comment on a recognition
create_company_valueMembersAdminChangesAdds a community value
update_company_valueMembersAdminChangesChanges a value's name or description, or deactivates it (active: false)
reorder_company_valuesMembersAdminChangesPuts the values in an order
get_recognition_dashboardMembersAdminRead-onlyRecognitions made, people who recognized and people recognized, in a period, with the by-value block
get_recognition_cardMembersAny (author, people recognized and team)Read-onlyThe recognition's card as a PNG image, to share
list_recognition_typesMembersAnyRead-onlyThe recognition types, with label, phrase, art and whether each is on
update_recognition_typeMembersAdminChangesTurns a recognition type on or off; turning off asks for confirmation
upload_recognition_type_artMembersAdminChangesUploads a type's own art (URL or image); replacing own art that already exists asks for confirmation
remove_recognition_type_artMembersAdminAsks to confirmPuts the type back on the default art, the same in every community
list_feedbacksMembersAnyRead-onlyYour feedback received or sent (box)
get_feedbackMembersAny (only your own)Read-onlyOne of your feedbacks, with the text
search_feedback_peopleMembersAnyRead-onlyWho can give or receive feedback (has access to the space), by name
create_feedbackMembersAnyChangesGives feedback to a colleague (text in Markdown); dry_run shows first who gets the notice
thank_feedbackMembersAny (the recipient)ChangesThanks the author for a feedback received
list_feedback_requestsMembersAnyRead-onlyThe requests asked of you or by you, with a status filter
get_feedback_requestMembersAny (only your own)Read-onlyOne of your requests
create_feedback_requestMembersAnyChangesAsks a colleague for feedback, with an optional message; dry_run shows first who gets the notice
answer_feedback_requestMembersAny (the person asked)ChangesAnswers a request with a feedback
decline_feedback_requestMembersAny (the person asked)ChangesDeclines a request, with no e-mail
delete_feedbackMembersAny (the author)Asks to confirmDeletes your feedback; it is gone for both
cancel_feedback_requestMembersAny (the requester)Asks to confirmCancels your pending request
get_feedback_dashboardMembersAdminRead-onlyThe space's numbers, by period and group, with the by-theme block, with no text at all; as CSV with format: csv
list_feedback_themesMembersAnyRead-onlyThe community's themes and behaviors (include_inactive lets the team see the deactivated ones)
create_feedback_about_requestMembersAny (the person's direct leader; the team, about anyone)ChangesAsks colleagues for feedback about a direct report (up to the space's limit); dry_run shows who gets the notice and the limit
get_feedback_settingsMembersAnyRead-onlyThe space's nominee limit per request (max_nominees)
update_feedback_settingsMembersAdminChangesChanges the nominee limit per request (1 to 20; empty goes back to 5)
create_feedback_themeMembersAdminChangesCreates a theme, with an optional description
update_feedback_themeMembersAdminChangesRenames, describes, deactivates or reactivates a theme
reorder_feedback_themesMembersAdminChangesChanges the order of the themes
create_feedback_behaviorMembersAdminChangesAdds a behavior to a theme
update_feedback_behaviorMembersAdminChangesRenames, deactivates or reactivates a behavior
reorder_feedback_behaviorsMembersAdminChangesChanges the order of a theme's behaviors
list_development_plansMembersAnyRead-onlyThe development plans you can see (scope: mine, team, to_approve, all), filtered by person and status
get_development_planMembersAny (whoever sees the plan)Read-onlyOne plan, with its actions, delays and what you can do with it
list_development_plan_teamMembersAny (whoever leads)Read-onlyYour team: direct and indirect reports, with each one's status, progress and delays
get_development_plan_dashboardMembersAny (the management team: the space; a leader: their team)Read-onlyThe dashboard per direct leader
create_development_planMembersAnyChangesCreates your plan, or a direct report's by name; dry_run shows who gets the e-mail
update_development_planMembersAny (the person and whoever approves)ChangesChanges title, period or actions; the person's change to an approved plan sends it back to approval
delete_development_planMembersAny (the person and whoever approves)Asks to confirmDeletes a draft plan
submit_development_planMembersAny (the person)ChangesSends your plan for approval
approve_development_planMembersAny (the direct leader, the owner or the admin)ChangesApproves a waiting plan
return_development_planMembersAny (the direct leader, the owner or the admin)ChangesReturns a plan with a required note
complete_development_planMembersAny (the person and whoever approves)ChangesCompletes an approved plan
create_development_plan_actionMembersAny (the person and whoever approves)ChangesAdds an action, with a due date (due_on); course_id links a course
update_development_plan_actionMembersAny (the person and whoever approves)ChangesChanges an action or only its progress (status: TODO, IN_PROGRESS, DONE); course_id links a course
delete_development_plan_actionMembersAny (the person and whoever approves)Asks to confirmRemoves an action from the plan
get_current_development_cycleMembersAnyRead-onlyThe PDI cycle open for you, with the deadlines and where you stand
list_development_cyclesMembersAdmin or financeRead-onlyThe space's PDI cycles, open and closed
get_development_cycleMembersAdmin or financeRead-onlyOne PDI cycle
create_development_cycleMembersAdminChangesOpens the PDI cycle: name, deadlines, audience and reminders; dry_run shows it first
update_development_cycleMembersAdminChangesChanges the cycle's name, deadlines, audience or reminders
close_development_cycleMembersAdminAsks to confirmCloses the cycle and stops the reminders; it doesn't reopen
get_development_cycle_adhesionMembersAny (the team: the audience; a leader: their team)Read-onlyWho sent, got approved or is late in the cycle, per leader
get_time_clockMembersAnyRead-onlyThe server time that counts for the punch, with the community's time zone
get_time_tracking_spaceMembersAny (whoever opens the space)Read-onlyThe space as you see it: establishment, your employee record, whether you can clock in and whom to ask
get_time_establishment_prefillMembersAdmin or financeRead-onlySuggests the establishment from the community's company details
list_time_establishmentsMembersAdmin or financeRead-onlyThe community's establishments and each one's spaces
get_time_establishmentMembersAdmin or financeRead-onlyOne establishment, with its spaces
create_time_establishmentMembersAdmin or financeChangesRegisters the employer (CNPJ or CPF, CEI/CAEPF/CNO, legal name, workplace)
update_time_establishmentMembersAdmin or financeChangesChanges the employer's details; every change stays in the record
export_time_afdMembersAdmin or financeRead-onlyGenerates an establishment's AFD for a period, with the .sha256; 5-minute links
set_time_tracking_space_establishmentMembersAdmin or financeChangesLinks the time tracking space to the establishment
list_time_tracking_space_peopleMembersAdmin or financeRead-onlyWho opens the space and who doesn't have an employee record yet
list_time_employeesMembersAdmin or financeRead-onlyAn establishment's employee records
create_time_employeeMembersAdmin or financeChangesRegisters a person as an employee (CPF, hire date, job title)
update_time_employeeMembersAdmin or financeChangesChanges an employee record
delete_time_employeeMembersAdmin or financeAsks to confirmEnds a record; the punches already made are kept
list_time_punchesMembersAny (the API decides)Read-onlyThe punches (scope: mine, team, all), with NSR, hash, IP and location and the outside-the-radius badge (outsideRadius)
get_time_punchMembersAny (whoever sees the punch)Read-onlyOne punch, with the receipt's details
get_time_punch_receiptMembersAny (whoever sees the punch)Read-onlyThe punch receipt as a PDF, in a 5-minute link
list_time_rulesMembersAdmin or financeRead-onlyThe space's rules: the defaults, the ones in effect and the versions
create_time_rulesMembersAdmin or financeChangesSaves a new version of the rules, for the space or a person's exception, with the start date
list_time_holidaysMembersAny (whoever opens the space)Read-onlyThe year's holidays: the national ones and the community's
create_time_holidayMembersAdmin or financeChangesAdds a community holiday
delete_time_holidayMembersAdmin or financeAsks to confirmRemoves a holiday; a removed national holiday doesn't come back
list_time_adjustmentsMembersAny (the API decides)Read-onlyThe adjustments (scope: mine, to_decide, team, all), filtered by status and month
get_time_adjustmentMembersAny (whoever sees the adjustment)Read-onlyOne adjustment, with the reason and the decision
create_time_adjustmentMembersAny (the employee)ChangesRequests an adjustment to your time record: include (add, with the time) or disregard (disregard, with the punch), with the reason
decide_time_adjustmentMembersAny (the direct leader; without a leader, the management team)ChangesApproves or rejects an adjustment (rejecting with a note); notifies the person by e-mail
cancel_time_adjustmentMembersAny (whoever requested it)Asks to confirmCancels your adjustment request that is still waiting
get_timesheetMembersAny (the person, the leaders and the management team)Read-onlyA person's monthly timesheet
list_timesheetsMembersAny (the API decides)Read-onlyThe month's totals per person (scope: team, all)
list_timesheet_monthsMembersAny (whoever opens the space)Read-onlyThe closed and reopened months, with the history
close_timesheet_monthMembersAdmin or financeAsks to confirmCloses the month and freezes the totals; each employee gets an e-mail
reopen_timesheet_monthMembersAdminAsks to confirmReopens a closed month, with the reason
acknowledge_timesheet_monthMembersAny (the employee)ChangesAcknowledges your timesheet for a closed month
export_timesheet_csvMembersAdmin or financeRead-onlyExports the month as CSV, in a 5-minute link
export_time_aejMembersAdmin or financeRead-onlyGenerates an establishment's AEJ for a period, with the .sha256; 5-minute links
set_time_tracking_geofenceMembersAdminChangesSets the time tracking space's allowed radius: place, radius and mode (block or flag)
remove_time_tracking_geofenceMembersAdminAsks to confirmRemoves the allowed radius; no punch is refused or flagged
list_time_geofence_refusalsMembersAdmin or financeRead-onlyThe punch attempts refused by the radius, with the distance
get_my_chat_preferencesMembersAnyRead-onlyYour chat preferences: your status (Available, Busy or Unavailable), show when I've read, whether you can start conversations and your unread messages
update_my_chat_preferencesMembersAnyChangesChanges your chat status (Available, Busy or Unavailable) and turns Read receipts on or off
list_chat_online_membersMembersAnyRead-onlyWho is available and online now, with each person's status (Available, Away or Busy; only for someone who is available too)
list_chat_conversationsMembersAnyRead-onlyYour conversations, with the last message and the unread count
get_chat_conversationMembersAny (only the two people)Read-onlyOne of your conversations, with its messages, newest first
contact_teamMembersAnyChangesOpens the conversation with the team about a padlocked area, sending nothing
send_chat_messageMembersAnyAsks to confirmSends a message in a conversation or to a person, opening the conversation if there is none
mark_chat_conversation_readMembersAny (only the two people)ChangesMarks one of your conversations as read
delete_chat_messageMembersAny (only the author)Asks to confirmDeletes one of your messages: it becomes "message deleted" for both
clear_chat_historyMembersAny (only the two people)Asks to confirmClears a conversation's history for you only: the messages so far disappear for you, the other person still sees everything; nothing is deleted
list_chat_blocksMembersAnyRead-onlyThe people you blocked
block_chat_memberMembersAnyChangesBlocks a person in the chat; nobody is told
unblock_chat_memberMembersAnyChangesUndoes your block; the conversation stays saved
get_chat_settingsMembersAdminRead-onlyWhether the chat is on in the community and who can start conversations
update_chat_settingsMembersAdminChangesTurns the chat on or off, chooses who can start and whether people must add each other first
list_chat_membersMembersAnyRead-onlyThe People panel: who is available to chat, online first, with search by name (only for someone who is available too)
list_chat_connectionsMembersAnyRead-onlyYour accepted connections in this community
list_chat_connection_requestsMembersAnyRead-onlyPending connection requests, received (incoming) or sent (outgoing)
request_chat_connectionMembersAnyChangesAsks a person to connect; if they had already asked, the connection is accepted at once
accept_chat_connectionMembersAnyChangesAccepts a connection request you received
decline_chat_connectionMembersAnyChangesDeclines a request you received, without telling the person who asked
remove_chat_connectionMembersAnyAsks to confirmCancels your request or ends a connection
send_member_noticeMembersModeratorChangesBell notice to up to 100 people, no e-mail
list_notificationsMembersAnyRead-onlyYour notifications in this community (the bell), with unread and type filters
get_notificationMembersAnyRead-onlyOne of your notifications
mark_notifications_readMembersAnyChangesMarks one notification, or all, as read
delete_notificationMembersAnyAsks to confirmRemoves a notification from your list; what it announced stays
get_my_push_preferencesMembersAnyRead-onlyYour browser and phone notification preferences
update_my_push_preferencesMembersAnyChangesTurns browser and phone notifications on or off by subject
list_my_push_devicesMembersAnyRead-onlyYour devices with notifications on
remove_my_push_deviceMembersAnyAsks to confirmRemoves one of your devices from notifications
send_test_pushMembersAnyChangesSends a test notification to your devices
pause_survey_recurrenceMembersAdminChangesPauses the repeat: no new round opens, and the open one runs until it closes
resume_survey_recurrenceMembersAdminChangesResumes a paused repeat
end_survey_recurrenceMembersAdminAsks to confirmEnds the repeat, for good; no round is deleted
list_survey_roundsMembersAdminRead-onlyThe rounds, newest to oldest, with the response rate and the value of each NPS and scale question
get_survey_evolutionMembersAdminRead-onlyThe round-by-round evolution of each NPS and scale question, ready for a line chart
get_survey_heatmapMembersAdminRead-onlyThe identified survey's heat map, by primary group, tag or company (dimension), for one round (round_id), with the change against the previous one
export_survey_heatmap_csvMembersAdminRead-onlyThe heat map as CSV, the same file as the app
create_review_cycleMembersAdminChangesCreates a draft cycle: 90°, 180° or 360° model, period reviewed, answering window, audience and questions
update_review_cycleMembersAdminChangesEdits the cycle; once open, only title, instructions, closing date, reminders, rating rule and weights
update_review_cycle_questionsMembersAdminChangesReplaces the draft's questions
delete_review_cycleMembersAdminAsks to confirmDeletes a draft cycle
preview_review_cycleMembersAdminRead-onlyWhat opening creates: participants, reviews per relationship and who has no manager
open_review_cycleMembersAdminAsks to confirmOpens the cycle and e-mails whoever has a review; refuses, with the names, while anyone has no manager
close_review_cycleMembersAdminAsks to confirmCloses the cycle and calculates the ratings, for good
release_review_cycle_resultsMembersAdminAsks to confirmReleases the results; first shows who gets the e-mail
send_review_remindersMembersAdminAsks to confirmSends the reminder to whoever has a review pending; the first call shows who gets it
add_review_assignmentMembersAdminChangesAdds a review to an open cycle
cancel_review_assignmentsMembersAdminAsks to confirmCancels a person's reviews (takes them out of the cycle)
list_review_cyclesMembersAnyRead-onlyThe cycles you can see, with the status
get_review_cycleMembersAnyRead-onlyOne cycle, with the dates, the model and the questions
get_review_cycle_progressMembersAnyRead-onlyProgress per relationship and per person (the leader: their own team)
list_review_cycle_assignmentsMembersAdminRead-onlyWho reviews whom in the cycle, per person, with status and dates, never the answers
list_review_cycle_resultsMembersAnyRead-onlyThe results of the closed cycle (the leader: their own team)
get_review_resultMembersAnyRead-onlyOne person's result in the cycle
get_my_review_resultMembersAnyRead-onlyYour result, after the release
list_my_review_assignmentsMembersAnyRead-onlyThe reviews you have to answer
get_review_assignmentMembersAnyRead-onlyOne of your reviews, with the questions and the saved answers
save_review_answersMembersAnyChangesSaves answers to one of your reviews, without sending
submit_review_assignmentMembersAnyChangesSends one of your reviews; it can't be edited afterwards
nominate_review_peersMembersAnyChangesNominates the peers who will review you, within the cycle's minimum and maximum
get_my_review_nominationsMembersAnyRead-onlyYour nominations, with status and deadline
list_review_nominationsMembersAnyRead-onlyThe nominations to validate (a leader: their direct team's; owner and admin: all)
approve_review_nominationMembersAnyChangesApproves a nomination; the nominee gets the peer review
replace_review_nominationMembersAnyChangesSwaps a nominee for another, already approved
remove_review_nominationMembersAnyAsks to confirmRemoves a nomination and cancels the peer review
finalize_review_nominationsMembersAdminAsks to confirmEnds nominations now: approves the pending ones and fills in from the hierarchy
get_review_calibrationMembersAdminRead-onlyThe closed cycle's calibration: how many at each level and the adjustment history
calibrate_review_resultMembersAdminChangesAdjusts a person's final level (and potential, with the 9-box), with a comment
get_review_nine_boxMembersAnyRead-onlyThe cycle's 9-box: performance × potential, with the people in each box
get_review_matrixMembersAnyRead-onlyThe cycle's person × topic matrix, without comments
export_review_results_csvMembersAnyRead-onlyThe results as CSV, one row per person
create_review_development_actionMembersAnyChangesBrings a point of the released result into the Development Plan as an action
create_goal_cycleMembersAdminChangesCreates a goals cycle (title, period and check-in reminder)
update_goal_cycleMembersAdminChangesEdits the cycle
close_goal_cycleMembersAdminAsks to confirmCloses the cycle, for good: check-ins and reminders stop
list_goal_cyclesMembersAnyRead-onlyThe goals cycles
get_goal_cycleMembersAnyRead-onlyOne cycle, with what you can create in it
list_objectivesMembersAnyRead-onlyThe company → group → person tree, with a filter by group or owner
get_objectiveMembersAnyRead-onlyOne objective, with the KRs, the progress and the status light
create_objectiveMembersAnyChangesCreates an objective with 1 to 20 KRs (parent_id aligns it)
update_objectiveMembersAnyChangesEdits title, description, visibility and alignment
delete_objectiveMembersAnyAsks to confirmDeletes the objective and its KRs
create_key_resultMembersAnyChangesAdds a KR: type (direction), unit, values, owner and weight
update_key_resultMembersAnyChangesEdits a KR
delete_key_resultMembersAnyAsks to confirmRemoves a KR and its check-ins
list_key_result_check_insMembersAnyRead-onlyA KR's check-in history
create_key_result_check_inMembersAnyChangesRecords a check-in: current value (or delivered), status light and note
list_my_key_resultsMembersAnyRead-onlyYour KRs in open cycles; pending_check_in shows only the ones without a check-in in the period
get_review_assignment_objectivesMembersAnyRead-onlyThe goals of the period of whoever you review, in the self-review and in the manager's review
list_one_on_onesMembersAnyRead-onlyYour series, with the next meeting
get_one_on_oneMembersAnyRead-onlyOne series: next meetings, history and open agreements
create_one_on_oneMembersAnyChangesStarts a series with your direct leader or a direct report (the owner and the admin, between any direct pair)
pause_one_on_oneMembersAnyChangesPauses the series
resume_one_on_oneMembersAnyChangesResumes the series
end_one_on_oneMembersAnyAsks to confirmEnds the series, for good; the history stays
get_one_on_one_meetingMembersAnyRead-onlyOne meeting: agenda, notes and agreements
reschedule_one_on_one_meetingMembersAnyChangesReschedules only this meeting
cancel_one_on_one_meetingMembersAnyAsks to confirmCancels only this meeting
complete_one_on_one_meetingMembersAnyChangesMarks the meeting as done; topics not discussed move to the next one
add_one_on_one_topicMembersAnyChangesAdds a topic to the agenda
reorder_one_on_one_topicsMembersAnyChangesReorders the agenda
update_one_on_one_topicMembersAnyChangesEdits a topic or marks it as discussed
delete_one_on_one_topicMembersAnyAsks to confirmRemoves a topic from the agenda
add_one_on_one_noteMembersAnyChangesWrites a shared or private note
update_one_on_one_noteMembersAnyChangesEdits a note of yours
delete_one_on_one_noteMembersAnyAsks to confirmDeletes a note of yours
create_one_on_one_actionMembersAnyChangesCreates an agreement, with an owner and a due date
update_one_on_one_actionMembersAnyChangesEdits an agreement or marks it as done
delete_one_on_one_actionMembersAnyAsks to confirmDeletes an agreement
send_one_on_one_action_to_pdiMembersAnyChangesTakes an agreement of the report to their Development Plan
get_one_on_one_adherenceMembersAny (owner, admin and indirect leader)Read-onlyThe adherence per leader: active and paused series, meetings done and canceled in 30 and 90 days
log_one_on_oneMembersAnyAsks to confirmLogs a 1:1 with your direct leader or a direct report: date (today or before, done; later, scheduled, with no invite), length, topics, shared note, private note and agreements. No e-mail: the other person gets the notice in the bell
update_one_on_one_logMembersAny (whoever logged it)ChangesChanges the date, time or length of a 1:1 you logged
delete_one_on_one_logMembersAny (whoever logged it)Asks to confirmDeletes a 1:1 you logged; open agreements stay
list_one_on_one_pairsMembersAny (all: owner and admin)Read-onlyYour 1:1s by person: last, next and open agreements. With all, every pair in the community, read only
get_one_on_one_dashboardMembersAnyRead-onlyThe 1:1 space Manage dashboard: adherence, pairs and latest meetings
list_my_subscription_chargesSubscriptionsAnyRead-onlyThe charges of your subscription
quote_my_add_onSubscriptionsAny, on their own subscriptionRead-onlyHow much adding an add-on costs
add_my_add_onSubscriptionsAny, on their own subscriptionAsks to confirmAdds the add-on, by PIX or boleto
pay_my_subscription_nowSubscriptionsAny, on their own subscriptionAsks to confirmPays the overdue renewal, by PIX or boleto
get_community_feesFinanceAdmin or financeRead-onlyThe platform fee, minimum payout and methods
get_email_statsCommunity and structureAdminRead-onlyThe delivery numbers of the community's e-mails
list_integrationsCommunity and structureAnyRead-onlyYour API keys (owner and admin: the whole community's, the webhooks and the ready-made integrations), without secrets
get_email_notice_recipient_countCommunity and structureModerator or financeRead-onlyHow many people will get the e-mail notice of a publication
get_classifieds_space_settingsContent and engagementAnyRead-onlyAllowed terms, whether the value shows, whether approval is required and the categories (with the ad count) of a space
update_classifieds_space_settingsContent and engagementAdminChangesChanges terms, value, approval and the complete category list
list_classified_adsContent and engagementAnyRead-onlyLists the space's ads (category and text filters) or your own, in any status, with mine
get_classified_adContent and engagementAnyRead-onlyOne ad, with images, author and what you can do on it
create_classified_adContent and engagementWhoever can post in the spaceChangesPosts an ad, with images
update_classified_adContent and engagementAuthorChangesEdits your ad and adds or removes images
delete_classified_adContent and engagementAuthor, or team (owner, admin, moderator, finance)Asks to confirmDeletes an ad, with its images and interested people
express_classified_interestContent and engagementAny (not the author)ChangesSends your interest, with a message
list_classified_interestsContent and engagementAuthor, or teamRead-onlyWho is interested, with name, message and the account's email and phone
update_classified_interest_statusContent and engagementAuthor, or teamChangesMarks an interest as seen or answered
list_my_classified_interestsContent and engagementAnyRead-onlyThe interests you sent
withdraw_classified_interestContent and engagementWhoever sent itAsks to confirmWithdraws your interest in an ad
get_channel_unreadContent and engagementAnyRead-onlyThe unread state of each channel you open: messages, mentions and followed threads with new replies
list_channel_messagesContent and engagementAnyRead-onlyThe channel (whether you can post, react and moderate) and a page of up to 50 messages, with replies, reactions and media
get_channel_threadContent and engagementAnyRead-onlyA thread: the message and up to 50 replies
list_channel_mentionable_membersContent and engagementAnyRead-onlyWho can be mentioned in the channel (from 3 letters), with the <@id> token to put in the text
post_channel_messageContent and engagementWhoever can post in the spaceAsks to confirmSends a message to the channel; first shows the channel, how many people see it and the text
reply_channel_threadContent and engagementWhoever can post in the spaceAsks to confirmReplies in a thread; first shows the channel, the message being answered and the text
update_channel_messageContent and engagementAuthorChangesEdits the text of your message or reply (it shows "(edited)")
delete_channel_messageContent and engagementAuthor, or owner, admin and moderatorAsks to confirmDeletes a message or reply ("message deleted" stays; the thread goes on)
set_channel_reactionContent and engagementAnyChangesAdds or takes back your emoji reaction, even without permission to post
follow_channel_threadContent and engagementAnyChangesFollows a thread
unfollow_channel_threadContent and engagementAnyChangesUnfollows a thread
mark_channel_readContent and engagementAnyChangesMarks the channel as read, up to now or up to a message
mark_channel_thread_readContent and engagementAnyChangesMarks a thread as read
mute_channelContent and engagementAnyChangesMutes a channel just for you: its mentions and replies stop generating notices and e-mails (unread messages keep counting)
unmute_channelContent and engagementAnyChangesStarts receiving the notices of a channel's mentions and replies again
get_upvote_boardContent and engagementAnyRead-onlyThe board: whether you can propose and manage, prior approval and the limits
update_upvote_boardContent and engagementAdminChangesTurns the board's prior approval on or off
list_upvote_topicsContent and engagementAnyRead-onlyThe topics, by most voted, newest or trending, with a state filter, yours and the ones you voted for
get_upvote_topicContent and engagementAnyRead-onlyA topic, with state, note, votes and comments
find_similar_upvote_topicsContent and engagementAnyRead-onlyUp to 5 topics similar to a title, before creating
create_upvote_topicContent and engagementWhoever can post in the spaceAsks to confirmProposes a topic; first shows the board and the text
update_upvote_topicContent and engagementAuthor (until someone else votes), or moderatorChangesEdits the title or description
delete_upvote_topicContent and engagementAuthor (until someone else votes), or moderatorAsks to confirmDeletes a topic with its photos
vote_upvote_topicContent and engagementAnyChangesVotes on the topic, on your behalf
unvote_upvote_topicContent and engagementAnyChangesTakes your vote back
create_upvote_commentContent and engagementAnyChangesComments or replies to a comment
delete_upvote_commentContent and engagementAuthor, or moderatorAsks to confirmDeletes a comment and its replies
list_upvote_votersContent and engagementModerator (not finance)Read-onlyWho voted, with the date they joined the community
set_upvote_topic_statusContent and engagementModerator (not finance)Asks to confirmChanges the state (archiving included, with a reason); shows how many people will be notified
reopen_upvote_topicContent and engagementModerator (not finance)Asks to confirmReopens a Done or Archived topic
merge_upvote_topicsContent and engagementModerator (not finance)Asks to confirmMerges a repeated topic into the original, taking the votes along; can't be undone: the repeated one never reopens
list_campaignsCommunity and structureTeam (owner, admin, moderator, finance)Read-onlyLists the campaigns, with the last send and the numbers; filters those sent in a period
get_campaignCommunity and structureTeamRead-onlyOne campaign: subject, blocks, audience, status and the 10 latest sends, with totals for delivered, opens, clicks, bounces and complaints
create_campaignCommunity and structureTeamChangesCreates a draft (text, button and image blocks; audience); sends nothing
update_campaignCommunity and structureTeamChangesEdits a draft; blocks and audience replace the whole value
preview_campaign_audienceCommunity and structureTeamRead-onlyWho would receive it: how many in the selection, how many the exclusion removed, how many are left out and why, and a sample with masked e-mails
send_campaign_testCommunity and structureTeamChangesSends the campaign only to your own e-mail, with [Test] in the subject; does not use the quota (up to 10 per hour)
send_campaignCommunity and structureOwner or adminAsks to confirmSends now to the whole audience, with confirmation and consent
get_campaign_quotaCommunity and structureTeamRead-onlyHow many sends the community used and still has today, this week and this month, and when it resets
delete_campaignCommunity and structureTeamAsks to confirmDeletes a draft (a sent campaign stays in the history)
list_campaign_opt_outsCommunity and structureTeamRead-onlyWho unsubscribed, with masked e-mail, scope, date and source
list_campaign_variablesCommunity and structureTeamRead-onlyThe per-recipient campaign variables ({{nome}}, {{lider}}…), with name, description and example
leave_courseCoursesAnyChangesLeaves a course, keeping progress
favorite_courseCoursesAnyChangesSaves a course for later (or removes it from saved)
schedule_campaignCommunity and structureOwner or adminAsks to confirmSchedules the send (once, every day or weekdays), with summary, quota and consent
pause_campaignCommunity and structureOwner or adminChangesPauses a scheduled or sending campaign
resume_campaignCommunity and structureOwner or adminChangesResumes a paused campaign
cancel_campaignCommunity and structureOwner or adminAsks to confirmCancels the campaign (what already went out stays sent)
list_campaign_runsCommunity and structureTeamRead-onlyA campaign's sends, with the numbers
campaign_reportCommunity and structureTeamRead-onlyThe sum of all sends: delivered, opens, clicks, bounces and complaints
preview_campaignCommunity and structureTeamRead-onlyThe e-mail as it would go out now, without sending or using quota
list_automatic_campaignsCommunity and structureTeamRead-onlyThe automatic e-mails and whether they are on
update_automatic_campaignCommunity and structureOwner or adminAsks to confirmTurns an automatic on or off and adjusts it; always confirms, and requires consent when turning on
upload_campaign_imageCommunity and structureTeamChangesUploads an image for a block, by link or file
delete_campaign_imageCommunity and structureTeamAsks to confirmDeletes an uploaded image (confirms)
get_campaign_statsCommunity and structureTeamRead-onlyThe campaigns' numbers over a period, compared with the previous one
list_campaign_block_itemsCommunity and structureTeamRead-onlyThe products, events or courses a block accepts
duplicate_campaignCommunity and structureTeamChangesCreates a draft copy of a campaign
create_campaign_from_contentCommunity and structureTeamChangesCreates a campaign draft from a published post, with the audience of people who can access it; sends nothing
list_emailsCommunity and structureTeamRead-onlyThe library's e-mails, with their languages and where they are used
get_emailCommunity and structureTeamRead-onlyAn e-mail, with its versions per language
create_emailCommunity and structureTeamChangesCreates an e-mail in the library
update_emailCommunity and structureTeamChangesRenames the e-mail or changes the main language
update_email_versionCommunity and structureTeamChangesSaves the version of a language
delete_email_versionCommunity and structureTeamAsks to confirmDeletes the version of a language
get_email_usagesCommunity and structureTeamRead-onlyWhere the e-mail is used
duplicate_emailCommunity and structureTeamChangesCopies the e-mail with all its versions
delete_emailCommunity and structureTeamAsks to confirmDeletes the e-mail; shows first where it is used
preview_emailCommunity and structureTeamRead-onlyShows how the e-mail arrives, with your details
send_email_testCommunity and structureTeamChangesSends a test only to you
list_default_emailsCommunity and structureAdminRead-onlyThe default e-mails, with their state and customized languages
get_default_emailCommunity and structureAdminRead-onlyA default e-mail, with its fixed blocks and allowed variables
get_default_email_versionCommunity and structureAdminRead-onlyThe community's version in a language
update_default_email_versionCommunity and structureAdminChangesSaves the community's version in a language
update_default_emailCommunity and structureAdminChangesTurns the community's version on or off
restore_default_emailCommunity and structureAdminAsks to confirmRestores the default in a language, with no way back
preview_default_emailCommunity and structureAdminRead-onlyShows how the default e-mail arrives
send_default_email_testCommunity and structureAdminChangesSends a test of the default e-mail only to you
list_workflow_triggersCommunity and structureTeamRead-onlyThe triggers, with the filters and the ones that act on an item
list_workflowsCommunity and structureTeamRead-onlyThe workflows, with the state and the runs
get_workflowCommunity and structureTeamRead-onlyOne workflow, with the design
simulate_workflowCommunity and structureTeamRead-onlyWalks the workflow with one person, without sending anything
get_workflow_estimateCommunity and structureTeamRead-onlyHow many people fired the trigger in 1, 7 and 30 days (or today, on a date trigger)
list_workflow_runsCommunity and structureTeamRead-onlyA workflow's runs
get_workflow_runCommunity and structureTeamRead-onlyOne run, with the steps
get_member_workflow_historyCommunity and structureTeamRead-onlyThe workflows a person went through
list_workflow_templatesCommunity and structureTeamRead-onlyThe 9 templates
list_workflow_sendersCommunity and structureTeamRead-onlyWho on the team agreed to sign messages
update_my_workflow_sender_consentCommunity and structureTeamChangesAgrees or stops agreeing to sign workflow messages (only your own)
list_my_pending_sender_approvalsCommunity and structureTeamRead-onlyYour pending approvals of texts in your name
approve_sender_approvalCommunity and structureTeamChangesApproves a version's texts in your name
revoke_sender_approvalCommunity and structureTeamAsks to confirmRevokes an approval of yours
create_workflowCommunity and structureAdminChangesCreates a draft workflow (trigger, filter, entry, frequency, design)
create_workflow_from_templateCommunity and structureAdminChangesCreates a draft from a template, without sending anything
update_workflowCommunity and structureAdminChangesEdits the workflow; if it is on, saves a new version
delete_workflowCommunity and structureAdminAsks to confirmDeletes a workflow that is off; the history stays
send_workflow_testCommunity and structureAdminChangesSends a step's e-mail only to you
activate_workflowCommunity and structureAdminAsks to confirmTurns it on; first shows the trigger, the e-mails and the estimate (a date trigger asks for consent)
pause_workflowCommunity and structureAdminChangesPauses: nobody new enters and each person stops where they are
resume_workflowCommunity and structureAdminAsks to confirmResumes; first shows the summary
cancel_workflow_runCommunity and structureAdminAsks to confirmEnds one person's run
run_workflowCommunity and structureAdminAsks to confirmStarts the workflow for chosen people or an audience (Manual trigger); the first call only counts who enters and asks for your confirmation
stop_workflowCommunity and structureAdminAsks to confirmStops the workflow: no one new enters and the runs under way are canceled; first shows how many
get_workflow_summaryCommunity and structureTeamRead-onlyThe 7- and 30-day success rate, the skipped steps, the error logs, who is waiting for quota and the latest errors
list_workflow_variablesCommunity and structureTeamRead-onlyThe variables that reach a block, grouped by the block they come from (also for a design not saved yet)
preview_workflow_textCommunity and structureTeamRead-onlyA text with the variables filled with sample data, as it goes out in the DM, the e-mail or Slack
get_workflow_settingsCommunity and structureAdminRead-onlyOn whose behalf workflows send DMs, comment and react
update_workflow_settingsCommunity and structureAdminAsks to confirmSwitches to The whole team or Owner only; first shows the change
get_workflow_webhookCommunity and structureTeamRead-onlyThe status of a Webhook received trigger's address, never the token
create_workflow_webhookCommunity and structureAdminChangesCreates the address; the token and the secret are shown once
rotate_workflow_webhookCommunity and structureAdminAsks to confirmRotates the token and the secret
revoke_workflow_webhookCommunity and structureAdminAsks to confirmRevokes the address
list_workflow_webhook_deliveriesCommunity and structureTeamRead-onlyThe calls received, with the result of each one
get_workflow_guideCommunity and structureTeamRead-onlyThe workflow guide, one section at a time
suggest_workflowCommunity and structureTeamRead-onlyA rule in words becomes a workflow draft, without saving
delete_workflow_runCommunity and structureAdminAsks to confirmDeletes a finished run from the history
clear_workflow_runsCommunity and structureAdminAsks to confirmDeletes the finished runs from the history, all of them or up to a date
list_envCommunity and structureAdminRead-onlyThe vault keys, never the value
set_envCommunity and structureAdminAsks to confirmCreates or replaces a vault key
delete_envCommunity and structureAdminAsks to confirmDeletes a vault key
get_ai_limitsCommunity and structureAdminRead-onlyThe AI blocks' token ceilings
update_ai_limitsCommunity and structureAdminChangesChanges the AI blocks' token ceilings
get_signing_secretCommunity and structureAdminRead-onlyThe Call webhook signing secret
create_signing_secretCommunity and structureAdminChangesGenerates the signing secret, shown only in this answer
delete_signing_secretCommunity and structureAdminAsks to confirmDeletes the secret
list_sending_reputationCommunity and structureSuperAdminRead-onlyThe communities on alert or suspended
get_community_sending_reputationCommunity and structureSuperAdminRead-onlyA community's sending reputation, with its suspensions
lift_community_sending_suspensionCommunity and structureSuperAdminChangesReleases a community's sending, with the reason
update_community_sending_reputation_settingsCommunity and structureSuperAdminChangesChanges a community's limits
list_entitlement_catalogCommunity and structureAnyRead-onlyThe catalog of plan variables: included members, extra members, the mark and the Planning & HR and Coworking extensions
get_plan_entitlementsCommunity and structureAdminRead-onlyWhat the community's plan includes, where each value comes from (never the reason for an exception), member usage and locked extensions
list_space_modulesCommunity and structureAdminRead-onlyThe space modules by Add Space tab, with locked when the extension is not in the plan
get_entitlement_valuesCommunity and structureSuperAdminRead-onlyWhat a Memberfy plan or add-on includes
update_entitlement_valuesCommunity and structureSuperAdminChangesChanges what a plan or add-on includes; applies to every community on it
get_entitlement_defaultsCommunity and structureSuperAdminRead-onlyThe default for communities without a plan
update_entitlement_defaultsCommunity and structureSuperAdminChangesChanges the default for communities without a plan
list_entitlement_overridesCommunity and structureSuperAdminRead-onlyA community's exceptions, with value, reason and validity
create_entitlement_overrideCommunity and structureSuperAdminChangesCreates an exception (one per variable), with an internal reason and validity
update_entitlement_overrideCommunity and structureSuperAdminChangesChanges an exception's value, reason or validity
delete_entitlement_overrideCommunity and structureSuperAdminAsks to confirmEnds an exception now; the record is kept
get_hub_listingCommunity and structureAdminRead-onlyHow the community shows in the Memberfy directory, with a removal by Memberfy and the categories
update_hub_listingCommunity and structureAdminChangesTurns the directory listing on or off and changes the category, cover and member count
get_community_hub_listingCommunity and structureSuperAdminRead-onlyOne community's state in the Memberfy directory
update_community_hub_listingCommunity and structureSuperAdminChangesTakes a community out of the directory, with a reason, or puts it back
get_custom_domainCommunity and structureAdminRead-onlyThe Memberfy address, the primary one and the custom domain, with the DNS record to create and the step
set_custom_domainCommunity and structureAdminChangesAdds or changes the custom domain, without downtime
check_custom_domainCommunity and structureAdminChangesChecks the custom domain's DNS, certificate and address now
remove_custom_domainCommunity and structureAdminAsks to confirmRemoves the custom domain or gives up the one being set up
get_community_custom_domainCommunity and structureSuperAdminRead-onlyA community's custom domain
set_community_custom_domainCommunity and structureSuperAdminChangesAdds or changes a community's custom domain
check_community_custom_domainCommunity and structureSuperAdminChangesChecks a community's custom domain now
remove_community_custom_domainCommunity and structureSuperAdminAsks to confirmRemoves a community's custom domain
get_sms_settingsCommunity and structureAdminRead-onlyThe SMS channel, daily cap, quota and usage
update_sms_settingsCommunity and structureAdminChangesTurns SMS on or off and changes the daily cap
send_sms_testCommunity and structureAdminAsks to confirmA test SMS to your phone
count_sms_segmentsCommunity and structureTeamRead-onlyThe parts of an SMS text
get_whatsapp_settingsCommunity and structureAdminRead-onlyThe WhatsApp channel, daily cap, quota and usage
update_whatsapp_settingsCommunity and structureAdminChangesTurns WhatsApp on or off and changes the daily cap
list_whatsapp_templatesCommunity and structureAdminRead-onlyWhatsApp's approved templates
send_whatsapp_testCommunity and structureAdminAsks to confirmA test WhatsApp to your phone
submit_quiz_attemptCoursesAnyChangesSubmits a quiz's answers; if passed, completes the lesson
list_quiz_attemptsCoursesAnyRead-onlyYour last attempts at a quiz
upload_lesson_mediaCoursesAdminChangesHosts a video or file in a lesson, by link or base64
upload_lesson_dropCoursesAdminChangesPuts a recorded Drop as a lesson's video
remove_lesson_mediaCoursesAdminAsks to confirmRemoves a lesson's hosted video or file
get_lesson_media_urlCoursesAnyRead-onlyTemporary link to watch or download
remove_post_videoContent and engagementAuthor, moderator or financeAsks to confirmRemoves a post's video (hosted file or link) or a short post's Drop
get_media_urlContent and engagementAnyRead-only1-hour link to a hosted video or image
reprocess_mediaContent and engagementModerator or financeChangesRestarts a hosted video's conversion when it failed
join_waitlistCoursesAnyChangesJoins the waitlist of a sold-out product
leave_waitlistCoursesAnyChangesLeaves the waitlist
my_waitlist_positionCoursesAnyRead-onlyYour place in line
list_waitlistCoursesModerator or financeRead-onlyWho is waiting, in order
claim_free_productCoursesAnyChangesGets a free product
remove_event_recordingEventsModerator or financeAsks to confirmRemoves an event's hosted recording
get_my_event_ticketEventsAnyRead-onlyYour ticket: QR, code and whether you checked in
open_event_streamEventsAnyChangesOpens the live stream; signed in, it counts as attendance
list_event_check_insEventsTeam or organizerRead-onlyThe door list, with filter and search
check_in_event_attendeeEventsTeam or organizerChangesChecks in by code, QR, ticket or member
undo_event_check_inEventsTeam or organizerAsks to confirmUndoes a check-in; the registration stays
export_event_check_insEventsTeam or organizerRead-onlyThe door list as CSV
list_event_kiosksEventsTeam or organizerRead-onlyThe event's kiosks
grant_event_courtesyEventsAdminChangesGrants a courtesy: confirmed and present, taking a seat
create_event_kioskEventsAdminChangesCreates a kiosk link
revoke_event_kioskEventsAdminAsks to confirmRevokes a kiosk at once
preview_event_certificatesEventsAdminRead-onlyWho would get the automatic certificate and who is left out
get_event_registration_questionsEventsTeam or organizerRead-onlyThe event's questions, with ids, type, required and Show at the door
update_event_registration_questionsEventsModerator or financeChangesSaves the whole set of questions (the Forms types plus the document); removing them all asks to confirm
list_event_registrationsEventsTeam or organizerRead-onlyWho registered, with their answers; filters by name or e-mail, by answer and by who still owes an answer
export_event_registrations_csvEventsTeam or organizerRead-onlyThe answers as CSV, with the whole document
get_my_event_registrationEventsAnyRead-onlyYour registration: the questions, what comes from your profile, your answers and until when you can edit
update_my_event_registrationEventsAnyChangesChanges your answers until the event starts; only what changes
list_ticket_typesEventsAnyRead-onlyAn event's ticket types, with the current batch, the price and how many are left
get_ticket_typeEventsAnyRead-onlyA ticket type, with its batches
quote_event_ticketsEventsAnyRead-onlyWorks out the price of a quantity of tickets of a type
list_my_event_ticketsEventsAnyRead-onlyYour tickets for an event, including the ones still to give
assign_event_ticketEventsAnyChangesGives a ticket from a group order to someone by e-mail; shows first who receives it (and whether a new account will be created)
get_event_ticket_registrationEventsAnyRead-onlyThe registration answers of a ticket of yours
update_event_ticket_registrationEventsAnyChangesAnswers the questions of a ticket of yours
get_event_ticket_salesEventsAdmin or financeRead-onlySales per type and batch: tickets, orders, gross and refunded
export_event_ticket_sales_csvEventsAdmin or financeRead-onlyThe sales as CSV
get_purchase_ticketsEventsAdmin or financeRead-onlyAn order's tickets, to choose the refund
create_ticket_typeEventsAdminAsks to confirmCreates a ticket type with its first batch; when paid, asks to confirm
update_ticket_typeEventsAdminChangesEdits a type (name, seats, minimum and maximum per order, shown on the page, proof, publish, close)
delete_ticket_typeEventsAdminAsks to confirmDeletes a type without sales
create_ticket_batchEventsAdminAsks to confirmAdds a batch; when paid, asks to confirm
update_ticket_batchEventsAdminChangesEdits or closes a batch; changing the price asks to confirm
delete_ticket_batchEventsAdminAsks to confirmDeletes a batch without sales
update_event_ticket_settingsEventsAdminChangesEvent seats, show how many are left and the subscribers' type
list_my_ticketsEventsAnyRead-onlyYour tickets for every event: the upcoming ones, with the entry code and QR, or the past and canceled ones
get_downloads_space_settingsDownloadsAnyone who sees the spaceRead-onlyA Downloads space's mode, approval and categories
update_downloads_space_settingsDownloadsAdminChangesChanges the mode, the approval and the list of categories
list_download_itemsDownloadsAnyone who sees the spaceRead-onlyThe space's items, with filters
get_download_itemDownloadsAnyone who sees the spaceRead-onlyOne item, with files and product
create_download_itemDownloadsWhoever the space lets createChangesCreates an item (draft) with its product
update_download_itemDownloadsAuthor or teamChangesEdits the item, the stamp, the cover, and publishes
delete_download_itemDownloadsAuthor or teamAsks to confirmDeletes the item and its files
upload_download_fileDownloadsAuthor or teamChangesUploads (or replaces) a file, by link or base64
remove_download_fileDownloadsAuthor or teamAsks to confirmRemoves a file
reorder_download_filesDownloadsAuthor or teamChangesChanges the order of the files
get_download_urlDownloadsAnyone with accessRead-onlyThe 5-minute link for a file
list_my_downloadsDownloadsAnyRead-onlyWhat you can download
get_download_statsDownloadsModerator or financeRead-onlyHow many downloads each file had
list_showsPodcast and VideosAnyRead-onlyThe shows in a space
get_showPodcast and VideosAnyRead-onlyOne show, with its presenters
create_showPodcast and VideosAdminChangesCreates a show, with cover and presenters
update_showPodcast and VideosAdminChangesEdits the show
delete_showPodcast and VideosAdminAsks to confirmDeletes the show and its episodes
add_show_presenterPodcast and VideosAdminChangesMakes someone a presenter of the show
remove_show_presenterPodcast and VideosAdminAsks to confirmRemoves someone from the presenters
get_show_statsPodcast and VideosAnyRead-onlyThe show's numbers, per episode (presenter or team)
list_episodesPodcast and VideosAnyRead-onlyA show's episodes
get_episodePodcast and VideosAnyRead-onlyOne episode, by id or by link
create_episodePodcast and VideosAnyChangesCreates an episode (draft) with audio or video (presenter or admin)
update_episodePodcast and VideosAnyChangesEdits the episode, swaps the file and the chapters (presenter or admin)
delete_episodePodcast and VideosAnyAsks to confirmDeletes the episode (presenter or admin)
publish_episodePodcast and VideosAnyChangesPublishes now or schedules, with the e-mail's reach (presenter or admin)
unpublish_episodePodcast and VideosAnyAsks to confirmSends the episode back to draft (presenter or admin)
transcribe_episodePodcast and VideosAnyChangesAsks for the transcript (presenter or admin)
get_episode_transcriptPodcast and VideosAnyRead-onlyThe transcript as text, cues or captions
get_episode_statsPodcast and VideosAnyRead-onlyAn episode's numbers (presenter or team)
save_episode_progressPodcast and VideosAnyChangesSaves where you stopped
react_to_episodePodcast and VideosAnyChangesReacts to the episode
list_episode_commentsPodcast and VideosAnyRead-onlyThe episode's comments
create_episode_commentPodcast and VideosAnyChangesComments or replies, with an optional Drop
update_episode_commentPodcast and VideosAnyChangesEdits your comment
delete_episode_commentPodcast and VideosAnyAsks to confirmDeletes a comment and its replies
react_to_episode_commentPodcast and VideosAnyChangesReacts to a comment
get_my_media_queuePodcast and VideosAnyRead-onlyYour queue
queue_episodePodcast and VideosAnyChangesPuts an episode at the end of the queue
unqueue_episodePodcast and VideosAnyChangesRemoves an episode from the queue
reorder_my_media_queuePodcast and VideosAnyChangesReorders the whole queue
get_attendance_overviewAttendanceAnyone who sees the spaceRead-onlyThe occupancy and your open visit
check_inAttendanceAny (yours); moderator or finance (someone else's)ChangesRecords an arrival, yours or a member's
check_outAttendanceAny (yours); moderator or finance (someone else's)ChangesRecords the departure
list_presentAttendanceModerator or financeRead-onlyWho's in the space now
list_visitsAttendanceModerator or finance (today); admin (any day)Read-onlyThe visit history, with filters
list_my_visitsAttendanceAnyRead-onlyYour visits and the month's summary
update_visitAttendanceModerator or finance (today); admin (any day)ChangesFixes a visit's arrival or departure
delete_visitAttendanceAdminAsks to confirmRemoves a visit
check_guest_inAttendanceModerator or financeChangesRecords a guest's arrival
list_attendance_kiosksAttendanceModerator or financeRead-onlyThe space's kiosk devices
create_attendance_kioskAttendanceModeratorChangesGenerates a kiosk link (shown once)
revoke_attendance_kioskAttendanceModeratorAsks to confirmRevokes a kiosk link
get_parcels_overviewParcelsAnyone who sees the spaceRead-onlyThe space at a glance: the settings and how many are waiting
get_parcelParcelsAny (yours); team (any)Read-onlyOne parcel, with the photos
do_i_have_parcelsParcelsAnyRead-onlyYour parcels, pending and history, with the place and the code
mark_parcel_picked_upParcelsAny (yours); moderator or finance (others')ChangesMarks the pickup
search_parcel_recipientsParcelsModerator or financeRead-onlyFinds the recipient (person or company) by name
register_parcelParcelsModerator or financeChangesRegisters the parcel and notifies the recipient by email
list_pending_parcelsParcelsModerator or financeRead-onlyThe queue of parcels waiting for pickup
list_parcelsParcelsModerator or financeRead-onlyThe history, with any status
update_parcelParcelsModerator or finance (waiting); admin (closed)ChangesFixes the data and the locker code
add_parcel_photoParcelsModerator or financeChangesAdds a photo
replace_parcel_photoParcelsModerator or financeChangesReplaces a photo
return_parcelParcelsModerator or financeChangesReturns to the sender
remove_parcel_photoParcelsModerator or financeAsks to confirmRemoves a photo for good
discard_parcelParcelsAdminChangesDiscards a parcel nobody picked up
reopen_parcelParcelsAdminChangesUndoes a closing
delete_parcelParcelsAdminAsks to confirmDeletes a record made by mistake
list_parcel_lockersParcelsModerator or financeRead-onlyThe space's lockers, in order, with the inactive ones
create_parcel_lockerParcelsAdminChangesAdds a locker
update_parcel_lockerParcelsAdminChangesRenames, reorders, activates or deactivates a locker
delete_parcel_lockerParcelsAdminAsks to confirmRemoves a locker from the list
search_booking_roomsBookings and SchedulingAnyone who sees the spaceRead-onlyFinds what fits the request, with cost and balance
check_availabilityBookings and SchedulingAnyone who sees the spaceRead-onlyThe free and taken times of a day
list_booking_resourcesBookings and SchedulingAnyone who sees the spaceRead-onlyThe rooms, desks, stations and agendas
list_booking_amenitiesBookings and SchedulingAnyRead-onlyThe amenities catalog
get_booking_resourceBookings and SchedulingAnyone who sees the spaceRead-onlyOne room with the rules already resolved
create_bookingBookings and SchedulingAnyChangesBooks for you and debits your credits
create_booking_for_memberBookings and SchedulingModerator (or finance)Asks to confirmBooks for a member, debiting their credits
list_my_bookingsBookings and SchedulingAnyRead-onlyYour bookings (or the ones booked with you)
list_bookingsBookings and SchedulingModerator (or finance)Read-onlyAll the community's bookings
get_bookingBookings and SchedulingBooker, host and teamRead-onlyOne booking
cancel_bookingBookings and SchedulingBooker, host and teamAsks to confirmCancels and refunds according to the rule
reschedule_bookingBookings and SchedulingBooker, host and teamAsks to confirmChanges the time and settles the credits
mark_booking_no_showBookings and SchedulingTeam and hostChangesMarks the no-show
get_booking_icsBookings and SchedulingBooker, host and teamRead-onlyThe calendar invite (.ics)
create_booking_resourceBookings and SchedulingAdmin (rooms)ChangesCreates a room, desk or agenda
update_booking_resourceBookings and SchedulingAdmin (rooms)ChangesEdits, replaces or removes the photo
delete_booking_resourceBookings and SchedulingAdminAsks to confirmDeletes (canceling upcoming bookings)
list_availability_exceptionsBookings and SchedulingAnyone who sees the spaceRead-onlyBlocks and extra hours
create_availability_exceptionBookings and SchedulingTeam (rooms)ChangesBlocks or opens a period
cancel_bookings_for_closureBookings and SchedulingTeam (rooms)Asks to confirmBlocks, canceling the period's bookings
delete_availability_exceptionBookings and SchedulingTeam (rooms)Asks to confirmRemoves a block or extra hours
list_price_rulesBookings and SchedulingAdminRead-onlyA room's price bands
create_price_ruleBookings and SchedulingAdminChangesCreates a price band
update_price_ruleBookings and SchedulingAdminChangesEdits a band
delete_price_ruleBookings and SchedulingAdminAsks to confirmRemoves a band
list_room_panelsBookings and SchedulingTeamRead-onlyThe panels (tablet links) of a room
create_room_panelBookings and SchedulingModeratorChangesCreates a panel and shows the link only once
revoke_room_panelBookings and SchedulingModeratorAsks to confirmRevokes a panel's link
check_in_bookingBookings and SchedulingBooking owner and moderatorChangesStarts a booking's meeting
get_scheduling_configBookings and SchedulingAnyone who sees the spaceRead-onlyThe Scheduling rules and your agendas
search_scheduling_hostsBookings and SchedulingAnyone who sees the spaceRead-onlyPeople with free time
get_scheduling_hostBookings and SchedulingAnyone who sees the spaceRead-onlyA person's page, with the grid
list_pending_scheduling_offersBookings and SchedulingAdminRead-onlyAgendas waiting for approval
set_booking_resource_listingBookings and SchedulingAdminChangesApproves or takes an agenda off the list
get_networking_settingsNetworkingAnyone who sees the spaceRead-onlyThe program options and your participation
update_networking_settingsNetworkingAdminChangesChanges the program options
update_networking_badgesNetworkingAdminChangesThe first-session badges
search_networking_profilesNetworkingAnyone who sees the spaceRead-onlySearches people in Explore
get_networking_profileNetworkingAnyone who sees the spaceRead-onlyA person's networking profile
join_networkingNetworkingAnyChangesAsks to be a mentor (in a symmetric program, joins it)
update_my_networking_profileNetworkingAnyChangesEdits your profile, pauses and resumes
leave_networkingNetworkingAnyAsks to confirmLeaves the program, canceling future sessions
list_networking_requestsNetworkingAdminRead-onlyThe entry request queue
decide_networking_requestNetworkingAdminAsks to confirm when rejectingApproves or rejects a request
list_networking_participantsNetworkingAdminRead-onlyThe people in the program
add_networking_participantNetworkingAdminChangesAdds someone to the program
update_networking_participantNetworkingAdminChangesFeatures, pauses, reactivates or changes the side
remove_networking_participantNetworkingAdminAsks to confirmRemoves someone, canceling future sessions
book_networking_sessionNetworkingAnyChangesBooks a session
list_networking_sessionsNetworkingAnyRead-onlyYour sessions: upcoming, past and to review
get_networking_sessionNetworkingBoth sides and the teamRead-onlyOne session
accept_networking_sessionNetworkingThe hostChangesAccepts a session request
decline_networking_sessionNetworkingThe hostAsks to confirmDeclines a session request, with a reason
review_networking_sessionNetworkingBoth sidesChangesAnswers How did it go?
list_networking_reviewsNetworkingAnyone who sees the spaceRead-onlyA person's reviews
update_networking_reviewNetworkingModeratorAsks to confirm when hidingHides or shows a review
list_networking_session_typesNetworkingAnyone who sees the spaceRead-onlyA person's session types
create_networking_session_typeNetworkingThe hostChangesCreates a session type
update_networking_session_typeNetworkingThe hostChangesEdits a session type
delete_networking_session_typeNetworkingThe hostAsks to confirmRemoves a session type
get_credit_balanceCreditsAny (yours); team (someone else's)Read-onlyThe balance, what expires in 7 days and the batches
list_credit_entriesCreditsAny (yours); team (someone else's)Read-onlyThe statement, newest first
get_company_credit_balanceCreditsAny (the API checks who reads)Read-onlyThe wallet balance of a company
list_company_credit_entriesCreditsAny (the API checks who reads)Read-onlyThe company wallet statement, with who used it
grant_creditsCreditsFinanceAsks to confirmOpens a new batch of credits, with a reason
adjust_creditsCreditsFinanceAsks to confirmAdds credits as a correction, with a reason
revoke_creditsCreditsFinanceAsks to confirmTakes credits back (negative adjustment)
get_credit_settingsCreditsModerator (or finance)Read-onlyThe community's credit rules
update_credit_settingsCreditsAdminChangesChanges the rules
create_visitor_invitationVisitorsAny with access to the space (the settings can restrict); team, on behalf of another hostChangesRegisters a guest
list_visitor_invitationsVisitorsAny (a member sees their own)Read-onlyLists and searches guests
get_visitor_invitationVisitorsOwner of the registration or teamRead-onlyOne registration
update_visitor_invitationVisitorsOwner of the registration or teamChangesEdits before the arrival
cancel_visitor_invitationVisitorsOwner of the registration or teamAsks to confirmCancels a registration
list_visitors_todayVisitorsModerator or financeRead-onlyToday's expected and arrived guests
search_visitor_hostsVisitorsModerator or financeRead-onlyFinds the host
mark_visitor_arrivedVisitorsModerator or financeChangesMarks the arrival
undo_visitor_arrivalVisitorsModerator or financeChangesUndoes an arrival
list_companiesCompaniesModerator or financeRead-onlyThe companies, with type, status and team size
get_companyCompaniesModerator or financeRead-onlyOne company
get_my_companyCompaniesAnyRead-onlyThe company you are on, with the team and what you get through it
create_companyCompaniesAdminChangesRegisters a company, with the optional coworking block
update_companyCompaniesAdminChangesEdits the name and the coworking block
close_companyCompaniesAdminAsks to confirmCloses the company, with or without the team
list_company_membersCompaniesAny (the API checks the link)Read-onlyA company's team
invite_company_memberCompaniesAny (the API checks the link)ChangesAdds someone to the team by e-mail
update_company_memberCompaniesAdminChangesMarks or unmarks the company admin
remove_company_memberCompaniesAny (the API checks the link)Asks to confirmTakes someone off the team
list_company_invitationsCompaniesAny (the API checks the link)Read-onlyThe pending invitations the company admin sent
list_my_company_invitationsCompaniesAnyRead-onlyYour company invitations
accept_company_invitationCompaniesAny (their own invitation)ChangesAccepts your invitation and joins the team
decline_company_invitationCompaniesAny (their own invitation)Asks to confirmDeclines your invitation, for good
get_support_space_settingsSupportAnyRead-onlyHow the space works: limits, deadlines and, for the team, who answers
get_support_overviewSupportModerator or financeRead-onlyThe queue in numbers
list_support_ticketsSupportModerator or financeRead-onlyThe whole queue, with filters and deadlines
list_my_support_ticketsSupportAnyRead-onlyYour tickets
get_support_ticketSupportAny (the resident reads their own)Read-onlyOne ticket with the conversation and the photos
get_support_resource_open_countSupportAnyRead-onlyHow many open tickets an item has
create_support_ticketSupportAnyChangesOpens a ticket, with photos
update_support_ticketSupportModerator or finance, and answering the categoryChangesTriage: status, priority, category, assignee, place
add_support_commentSupportAny (the note, only whoever answers)ChangesComments, or writes an internal note
cancel_support_ticketSupportAny (the resident, their own)Asks to confirmCancels a ticket
reopen_support_ticketSupportAny (the resident, their own resolved one)ChangesReopens a ticket
add_support_photoSupportAnyChangesAttaches a photo
replace_support_photoSupportAnyChangesSwaps one photo for another
remove_support_photoSupportAnyAsks to confirmRemoves a photo
delete_support_commentSupportAdminAsks to confirmDeletes a message from the conversation
delete_support_ticketSupportAdminAsks to confirmDeletes a ticket and its photos
close_resource_for_ticketSupportAdminAsks to confirmTakes the ticket's room out of use for a period
reopen_resource_for_ticketSupportAdminChangesPuts the room back in use
get_support_reportSupportModerator or financeRead-onlyThe Support report for a period
list_inspection_sectorsSupportModerator or financeRead-onlyThe round sectors, with their spots
create_inspection_sectorSupportAdminChangesCreates a round sector
update_inspection_sectorSupportAdminChangesRenames or reorders a sector
delete_inspection_sectorSupportAdminAsks to confirmRemoves a sector and its spots
create_inspection_spotSupportAdminChangesAdds a spot to a sector
update_inspection_spotSupportAdminChangesEdits a spot
delete_inspection_spotSupportAdminAsks to confirmRemoves a spot
list_inspection_roundsSupportModerator or financeRead-onlyThe round history
get_inspection_roundSupportModerator or financeRead-onlyOne round, spot by spot
start_inspection_roundSupportModerator (not finance)ChangesStarts or resumes a sector round
mark_inspection_spotSupportModerator (not finance)ChangesMarks a spot OK or problem (a problem opens a ticket)
complete_inspection_roundSupportModerator (not finance)ChangesCompletes the round
get_support_resource_historySupportModerator or financeRead-onlyThe maintenance history of a room
get_email_providerCommunity and structureAdminRead-onlyWhether e-mails leave through the community's Resend account, the status and the sender
update_email_providerCommunity and structureAdminChangesChanges the sender of the Resend account
verify_email_providerCommunity and structureAdminChangesSends the Resend account's verification e-mail
disconnect_email_providerCommunity and structureAdminAsks to confirmDisconnects the Resend account; everything leaves through Memberfy again
list_video_keysCommunity and structureAdminRead-onlyThe Bunny and Cloudflare signing keys, without the value
update_video_keyCommunity and structureAdminChangesSaves or replaces a video provider's signing key
verify_video_keyCommunity and structureAdminChangesChecks the key with one of the provider's videos
delete_video_keyCommunity and structureAdminAsks to confirmDeletes a video provider's signing key
list_scheduled_postsContent and engagementAnyRead-onlyThe scheduled posts: the team sees all, everyone else their own
publish_scheduled_postContent and engagementAnyChangesPublishes a scheduled post now
get_member_pointsContent and engagementAdminRead-onlyA member's points balance and statement
get_points_settingsContent and engagementAdminRead-onlyPoints as currency: on, name, start and circulation
update_points_settingsContent and engagementAdminChangesTurns points on as currency and names it
get_welcome_settingsMembersAdminRead-onlyThe welcome, the missions and each one's numbers
update_welcome_settingsMembersAdminAsks to confirmChanges the screens, the mode and the missions, with confirmation
get_my_referralMembersAnyRead-onlyYour referral link and how many joined through it
get_referral_reportMembersModerator (not finance)Read-onlyWho brought whom, with the totals
get_referral_settingsMembersAdminRead-onlyWhether referrals are on
update_referral_settingsMembersAdminChangesTurns referrals on or off
redeem_product_with_pointsSales and plansAnyAsks to confirmSpends your points balance on a product priced in points

How many each role sees

RoleTools
Owner and adminAll 866
Moderator564: update_avatar, list_integrations (their own API keys), the 40 call-for-papers tools, the read tools open to everyone, posts and short posts (including moving and pinning), comments, reactions and gallery, moderation, create_event, update_event and live streaming, list_members and the 10 for groups, tags and the org chart, certificate templates, issuing, resending and retrying (per Who issues in the space), their own enrollments, attendance, points, subscriptions, purchases and certificates, and the member, engagement (with the statement, list_engagement_activities), event and course reports and community_overview. Plus the Classifieds ones: posting, showing interest and, for the team, seeing the interested people and moderating. Plus, depending on the role, the e-mail campaign tools (team) and the ones for leaving and saving courses. Plus the Downloads tools the space allows, the waitlist and free-product tools (including list_waitlist), the hosted media tools (get_media_url, remove_post_video, remove_event_recording, reprocess_media) and the download counters. Plus the company tools the role reaches. Plus the inspection round tools the role reaches. Plus the 16 development plan tools and get_recognition_card. Plus the 15 Time Tracking tools open to everyone (the API decides). Plus get_my_team and the 11 Messages tools open to everyone. Plus the 16 Forms tools open to everyone (the API decides who manages each form). Plus the 4 for video covers and Drop text, open to everyone. Plus the 7 event check-in tools open to everyone (the route decides) and list_entitlement_catalog and set_video_cover_frame. Plus the 29 for Channel and Upvote (the API decides who posts, moderates and changes the state) and the 4 for logging and looking up 1:1s. Plus, for the team, the workflow read tools, the ones for signing messages and the e-mail library ones; and, for everyone, the ticket type tools the role reaches (view, quote, your tickets and giving a ticket). Plus muting and unmuting a channel and your tickets for every event. Plus count_sms_segments and the 5 for your own SMS and WhatsApp notices (see and change the notices, your consents and verifying your phone). Plus get_post_metrics, open to everyone (the API only shows the numbers of their own posts).
Finance601: update_avatar, list_integrations (their own API keys), the 40 call-for-papers tools, the read tools open to everyone, posts, comments, reactions and gallery, reading plans, products and coupons, the 13 finance read tools (including abandoned carts) and refunds (refund_purchase), the community's subscriptions (list, view, export, complimentary, actions and cancel), their own subscriptions (with add-on and Pay now), purchases, points and certificates, the sales and subscription reports, the purchase funnel (analytics_report), the financial Logs (list_logs) and community_overview. Plus the Classifieds ones: posting, showing interest and, for the team, seeing the interested people and moderating. Plus, depending on the role, the e-mail campaign tools (team) and the ones for leaving and saving courses. Because finance is part of the team, it also has everything the moderator has: moderation of every type, events, members, groups and tags, certificates and the community reports. Plus the Downloads tools the space allows, the waitlist and free-product tools (including list_waitlist), the hosted media tools (get_media_url, remove_post_video, remove_event_recording, reprocess_media) and the download counters. Plus the company tools the role reaches. Plus the inspection round tools the role reaches. Plus the 18 development plan tools and get_recognition_card. Plus 35 Time Tracking tools: the 15 open to everyone and the 20 for the time tracking management (all but reopening a month and setting or removing the radius). Plus get_my_team and the 11 Messages tools open to everyone. Plus the 16 Forms tools open to everyone (the API decides who manages each form). Plus the 4 for video covers and Drop text, open to everyone. Plus the 7 event check-in tools open to everyone (the route decides) and list_entitlement_catalog and set_video_cover_frame. Plus the 29 for Channel and Upvote (the API decides who posts, moderates and changes the state) and the 4 for logging and looking up 1:1s. Plus, for the team, the workflow read tools, the ones for signing messages and the e-mail library ones; and, for everyone, the ticket type tools the role reaches (view, quote, your tickets and giving a ticket). Plus muting and unmuting a channel and your tickets for every event. Plus count_sms_segments and the 5 for your own SMS and WhatsApp notices (see and change the notices, your consents and verifying your phone). Plus get_post_metrics, open to everyone (the API only shows the numbers of their own posts).
Member411: update_avatar, list_integrations (their own API keys), the 40 call-for-papers tools, the read tools open to everyone, posts and short posts, comments, reactions and gallery (editing and deleting only their own), enrollment and progress in courses, event attendance, and their own subscriptions (with add-on and Pay now), purchases, points and certificates. Plus the Classifieds ones: posting, showing interest and, for the team, seeing the interested people and moderating. Plus, depending on the role, the e-mail campaign tools (team) and the ones for leaving and saving courses. Plus the Downloads tools the space allows, the waitlist and free-product tools, and the hosted media link (get_media_url). Plus the company tools the role reaches. Plus the 16 development plan tools and get_recognition_card. Plus the 15 Time Tracking tools open to everyone (the API decides). Plus get_my_team and the 11 Messages tools open to everyone. Plus the 16 Forms tools open to everyone (the API decides who manages each form). Plus the 4 for video covers and Drop text, open to everyone. Plus the 7 event check-in tools open to everyone (the route decides) and list_entitlement_catalog and set_video_cover_frame. Plus the 29 for Channel and Upvote (the API decides who posts, moderates and changes the state) and the 4 for logging and looking up 1:1s. Plus the ticket type tools the role reaches (view, quote, your tickets and giving a ticket). Plus muting and unmuting a channel and your tickets for every event. Plus the 5 for your own SMS and WhatsApp notices (see and change the notices, your consents and verifying your phone). Plus get_post_metrics, open to everyone (the API only shows the numbers of their own posts).

All 40 call-for-papers tools show up for everyone because a call's owner can be a regular member, and any member proposes, reviews or votes when the call allows it. Memberfy checks each call against the module's rules. See Call for papers.

A connection authorized for reading only sees just the role's read tools.

Seeing a tool in the list doesn't guarantee every call goes through: Memberfy checks each action as if it were done on screen. A member sees create_post, but posting in a space with Who can post = Staff is refused. See Roles and permissions.

Shared rules

Ids

The tools work with ids, and wherever they ask for an id they also accept the link copied from the app (see open_link). Almost every conversation starts with get_community_context, which returns the sections and spaces with their ids; the list tools return the ids of what they list. Each tool's description says where each id comes from, and the assistant chains them on its own: you ask "post in the Announcements space", it looks up the Announcements space id and posts.

Pagination

List tools accept page (the page, starting at 1) and limit (how many per page). The response includes the items and the total, so the assistant knows whether to ask for the next page.

Draft first

Everything that is sold starts as a draft: create_product, the product from create_course, the ticket from create_event and the options from create_plan. So does the event: create_event creates the draft and publishes it at the end (with as_draft: true, it stops at the draft, which only the team sees), and publish_event publishes it later. Nothing goes on sale without publish_product (or publish: true in the composite tool). That way you review first.

Creating doesn't depend on approved business information; publishing does. In a community without approval, a composite tool that was asked to publish undoes nothing: the course, event or plan stays as a draft, the response gives the reason in publish_blocked, and the suggested next step is to fill in the business information and publish later. See Drafts before approval.

Idempotency in the composite tools

The three composite tools accept idempotency_key (up to 100 characters). Repeating the call with the same key returns the result of the first one, without creating anything again. It's for when the connection drops mid-call and the assistant doesn't know whether the call went through.

Undoing when a step fails

The composite tools create things in order and, if a step fails, delete what they had already created (except when what failed was publishing without approved business information: then everything stays as a draft), newest first, and say which step failed: "The step "módulo 2" failed and everything this call created was undone." If something can't be undone, the response lists what was left behind so you can check it in the dashboard.

Next steps

When a follow-up makes sense, the tool's response carries next_steps: up to three suggested actions, each with the tool, the reason (in the language of whoever connected) and, sometimes, the arguments ready to use. They depend on what came back and on your role: only tools you can use are included. The assistant offers these actions before suggesting anything else, and none of them happens unless you ask.

WhenWhat Memberfy suggests
There are proposals waiting for a decisionDecide each one (decide_proposal)
The engagement report shows posts with no replyReply to them (create_comment)
A post was published without a coverGenerate an image and set it as the cover (update_post)
A certificate template was just createdCheck the preview and adjust it (update_certificate_template), then activate it (activate_certificate_template)
A sales reportThe same report for the previous period, to compare (sales_report, with the dates filled in)
Items waiting for moderationApprove or reject them (moderate_item)
Past-due subscriptionsSend the payment link (update_subscription)
Available balanceRequest a payout (request_payout)
A product, course or ticket created as a draftPublish it (publish_product)
Publishing was refused for lack of approved business informationFill in Settings › Business information, wait for approval and publish (publish_product)
A call for papers created without tracks, or still a draftAdd tracks (add_call_track), add reviewers (invite_track_reviewer) and publish (update_call_status)
An accepted proposalConfirm it in the program (confirm_proposal)

Errors

When Memberfy refuses, the assistant gets Memberfy's message, the same one you'd see on screen:

SituationWhat the assistant gets
The role doesn't allow it"Your role (moderator) does not allow this action in this community.", plus the reason
An invalid value"The API refused (400): …", with the field and the message
Too many calls"Too many calls in a short time. Wait a minute and try again."
Memberfy has suspended the communityThe error with code: COMMUNITY_SUSPENDED (and, for the team, the reason) on invites, imports and sales. See Suspension of joining and sales

Server and tool list version

Every Memberfy deploy changes the server version, and the tool list a connection receives has its own fingerprint. That's how you tell whether an assistant's list is up to date.

WhereWhat comes back
serverInfo.version, in initialize<version>+<commit>, for example 1.0.0+4a9b547. Changes on every deploy
_meta.memberfy, in initialize and tools/listserver_version, tools_fingerprint (a short code that changes when a name or input schema in this connection's list changes) and tool_count
The server instructionsEnd with a line that repeats the list version

Calling a tool that isn't on the connection's list returns a tool error (isError) asking the person to open a new conversation or reconnect; if the name is one of the old Portuguese ones, the response includes renamed_to with the new name. The call is logged in the audit as tool.unknown.

The owner and admins compare the last list a connection received with the current one at GET /api/oauth/connections/{id}/diagnostics: the listUpToDate field says whether it's up to date. See Audit.

Ask for confirmation

Only the tools that touch money and the ones that delete (those starting with delete_, remove_, revoke_, withdraw_ or cancel_) ask for confirmation. With the Asks to confirm badge, they don't act on the first call: they return a summary and a code, and only act when the assistant repeats the call with the code, after your yes. All the others, including invites, role changes, settings and issuing certificates, run on the first call. The table above shows each one's badge. See Money and confirmation.

Markdown text

The assistant writes and reads Memberfy text in Markdown. Memberfy converts it to the app's formatted text on the way in, and back to Markdown on the way out: the post shows in the app with bold and lists, not with asterisks.

FieldWhat it takes
The text of a post (create_post, update_post), an event's description (create_event, update_event), the call for papers text (create_call_for_papers, update_call_for_papers) and a proposal's description (submit_proposal, update_proposal)Full Markdown: bold, italic, lists, links, subheadings (# becomes a level-2 subheading; there is no level-1 heading inside the text), quote and code
The text of a short post (create_short_post, or update_post with type: status)Only bold, italic, links and line breaks
Titles, names, comments, and the description of a course, product, plan, group, space and sectionPlain text: Markdown marks are stripped, because the app shows these fields without formatting

What doesn't carry over to the app:

  • An image inside the text becomes a link to the image. For a post's cover or an event's banner, use image_url (see Images).
  • A table becomes lines of text, one per table row.
  • Scripts, event attributes and javascript: links are removed.

Ready-made HTML is accepted too and goes through the same filter. When reading, the tools return formatted text in Markdown and mark the result with text_format: "markdown". Reading and saving the same text again changes nothing.

Images

create_post, add_gallery_image, add_gallery_images, create_course, create_event, update_post, update_event and update_course accept the image in two ways:

  • image_url: the link to an image that is on the internet. Memberfy downloads it and keeps it as if you had uploaded it in the dashboard.
  • image_base64 (with image_type, optional): the file itself, up to 5 MB. It's the way to use an image the assistant generated in the conversation. SVG is accepted and becomes PNG; an SVG that points to external files is refused.
Rule
AddressOnly public http or https. Internal and private addresses are refused, also after a redirect
FormatJPEG, PNG, WebP or GIF, checked from the file's content
SizeUp to 50 MB
TimeThe download has 20 seconds

A link to a page (rather than to the image itself) is refused with "the file is not a JPEG, PNG, WebP or GIF image".

In the composite tools, a bad image doesn't undo the rest: the course or event is created without the cover, and the response gives the reason in warnings ("Could not use the image at …: the image is larger than 50 MB."). Ask again with another link, or add the image in the dashboard. In the single-item tools (create_post, add_gallery_image), a bad image prevents the creation. In add_gallery_images, a bad image fails on its own and the others go in.

Profile picture and featured image. update_avatar sets or removes a profile picture (your own, your account's or, for a moderator, someone else's), and create_event, update_event, create_call_for_papers and update_call_for_papers accept the square featured image (1:1) by link or file, besides the banner. The formats are JPEG, PNG, WebP and GIF, and a file can be up to 5 MB; SVG becomes PNG. The assistant doesn't save the community banner: change it in the dashboard.