Platform Actions Toolkit
The Platform Actions toolkit (also labeled Platform Management in some places) lets agents perform core EKB operations: invite and manage project members, create and update projects, run web crawlers, and manage Knowledge Base files and settings. There is no API key — the agent acts as the signed-in user, with the same project permissions that user has.
Add it on the agent Toolkits tab (often used from Autopilot Build mode), then reference tools with @ when the agent should change project or KB state.
Prerequisites
- An agent you can edit
- The chatting user must have the project roles needed for each action (membership for reads; editor/admin for writes where required)
- For create/update flows from the Autopilot system project, target a real project (or create one first)
Available tools
Project and members
| Tool | Description |
|---|---|
| Invite User to Project | Invites existing platform users by email (admin/editor/viewer). Does not create new accounts. |
| Remove Project Member | Removes a member by email (owner/admin). Owner cannot be removed. |
| Change Member Role | Changes a member’s role (owner/admin rules apply for assigning admin). |
| List Project Members | Lists members with names, emails, and roles. |
| Create Project | Creates a project (name and description required). Creator becomes admin. |
| List Projects | Lists projects the user owns or can access. |
| Get Project Details | Returns project info, members, and settings (empty project id = current project). |
| Update Project | Updates name, description, sharing, enrichment, PII, model, and related settings. |
| Delete Project | Permanently deletes a project. Irreversible. |
| Get User Profile | Returns the current user’s profile (name, email, team, plan). |
Web crawlers
| Tool | Description |
|---|---|
| Create Crawler | Starts a crawl into the Knowledge Base (max pages configurable; hard cap applies). |
| List Crawlers | Lists crawlers in a project. |
| Get Crawler Runs | Returns status/runs for a crawler. |
| Stop Crawler | Stops an active crawl. |
| Get Crawler Results | Returns crawled page results/URLs for a run. |
| Update Crawler | Updates crawler config when the crawler is not active. |
| Delete Crawler | Deletes a crawler and its runs/results. Irreversible. |
| Extract URL Content | One-off extraction of text and metadata from a URL. |
Knowledge Base files and settings
| Tool | Description |
|---|---|
| Upload File to KB | Uploads chat attachments or provided content into the Knowledge Base. |
| List KB Files | Lists files, folders, and URLs; optional type or name filter. |
| Get File Status | Returns processing status and metadata for a file. |
| Create KB Folder | Creates a folder at root or under a parent path. |
| Move KB Files | Moves files, URLs, or folders. |
| Delete KB Folder | Deletes a folder and all contents. Irreversible. |
| Get KB Settings | Returns chunking, enrichment, and extraction settings. |
| Update KB Settings | Updates those settings (applies to new uploads). |
Use cases
- Invite teammates to a project and set roles from chat
- Spin up a project, start a crawler, and check crawl status
- Upload attachments into the Knowledge Base and confirm processing
- Adjust KB chunking settings before a large ingest
Tips
- Confirm destructive actions (Delete Project, Delete Crawler, Delete KB Folder) with the user first.
- Confirm roles before inviting or changing membership.
- Crawling some sites (for example LinkedIn) is blocked; respect crawl size limits.
- Enrichment and LLM extraction options can consume credits.
- Invitees must already have EKB accounts.
- For looking up team members by name/email without changing membership, use Team Info.
Troubleshooting
| Symptom | What to check |
|---|---|
| Permission denied | The chatting user’s project role for that action |
| Cannot create in Autopilot/default project | Target a real project or create one first |
| Invite fails | Email must match an existing platform user |
| Crawler will not start or update | Project access; crawler not already active; URL allowed |
| KB upload stuck | Check Get File Status; confirm file type and project KB access |