Platform Management Toolkit

The Platform Management Toolkit is a workflow node. Its tools include Invite User To Project, Create Project, Create Crawler, and Upload File To KB, plus 22 more listed below. These tools run in the workflow and do not use a third-party account. Type @ in a field when the value should come from an earlier step.

Authentication

Platform Management tools do not use a connected third-party account. Add the node to the workflow and set the fields on the tool.

Tools

Invite User To Project

Runs the invite user to project tool.

Field	Required	Description
Emails	Yes	Comma-separated list of email addresses to invite. Type @ to select a variable.
Role	No	Role to assign: admin, editor, or viewer (default: member/editor). Default is member. Type @ to select a variable.
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.
Send Mail	No	Whether to send invitation emails to the invited users. Default is true.

Create Project

Creates project.

Field	Required	Description
Project Name	Yes	Name for the new project (required — do NOT leave blank or use 'Untitled'). Type @ to select a variable.
Project Description	Yes	Description for the new project (required — always ask the user for a description before creating). Type @ to select a variable.
Project Type	No	Type of project: personal or team. Default is personal. Type @ to select a variable.

Create Crawler

Creates crawler.

Field	Required	Description
URL	Yes	The URL to start crawling from. Type @ to select a variable.
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.
Max To Crawl	No	Maximum number of pages to crawl (max 10000). Default is 100.
Crawl Patterns	No	Comma-separated URL patterns to include (leave empty for all). Default is ``. Type @ to select a variable.
Limit To Subdomain	No	Whether to limit crawling to the same subdomain. Default is true.
Crawl Alias	No	Optional alias/name for this crawler. Default is ``. Type @ to select a variable.

Upload File To KB

Uploads file to kb.

Field	Required	Description
File Name	No	Name of a single file to upload. When file_content is empty, this looks up the file from the current chat session's uploads. Default is ``. Type @ to select a variable.
File Content	No	Optional. Raw file content as text or base64. When empty (default), the tool uploads files from the current chat session instead. Default is ``. Type @ to select a variable.
File Names	No	Comma-separated file names to upload from the chat session, or 'all' to upload every attached file. Takes precedence over file_name when file_content is empty. Default is ``. Type @ to select a variable.
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.
Is Base64	No	Set to true if file_content is base64-encoded (for binary files like PDFs). Only used when file_content is provided. Default is false.
Use Llm Extraction	No	Whether to use LLM-powered extraction for richer content understanding. Default is false.

Delete Project

Deletes project.

Field	Required	Description
Project ID	Yes	The ID of the project to delete. Only the project owner or an admin can delete a project. Type @ to select a variable.

List Projects

Lists projects.

Field	Required	Description
Include Shared	No	Whether to include projects shared to the user's team (default: true). Default is true.

Remove Project Member

Removes project member.

Field	Required	Description
Email	Yes	Email address of the member to remove from the project. Type @ to select a variable.
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.

Get Project Details

Retrieves project details.

Field	Required	Description
Project ID	No	The project ID to get details for. Leave empty to get details of the current project the agent is running in. Default is ``. Type @ to select a variable.

Update Project

Updates project.

Field	Required	Description
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.
Name	No	New name for the project (leave empty to keep current name). Default is ``. Type @ to select a variable.
Description	No	New description for the project (leave empty to keep current description). Default is ``. Type @ to select a variable.
Shared To Team	No	Whether to share the project with the owner's team (leave unset to keep current value). Default is null.
Is Public	No	Make the project public or private (leave unset to keep current value). Default is null.
Enrich Question	No	Enable question enrichment for better search results (leave unset to keep current value). Default is null.
Enrich Sources	No	Enable source enrichment (leave unset to keep current value). Default is null.
Only Answer With Context	No	Only answer questions when relevant context is found in the knowledge base (leave unset to keep current value). Default is null.
No Context Answer	No	Custom response when no context is found (only used when only_answer_with_context is true). Default is ``. Type @ to select a variable.
Mask Pii	No	Mask Personally Identifiable Information (PII) in chats before sending to the LLM (leave unset to keep current value). Default is null.
Inline Citations	No	Enable interactive inline citations with pop-ups in chats (leave unset to keep current value). Default is null.
Data Extraction Method	No	Data extraction method for PDFs: 'default' or 'advanced' (leave empty to keep current value). Default is ``. Type @ to select a variable.
Enforce Chat Access Restrictions For Viewers	No	Restrict chat access for viewers — requires admin or view-all permissions to see other users' chats (leave unset to keep current value). Default is null.
Enable Automator V2	No	Enable Automator V2 workflow automation system (leave unset to keep current value). Default is null.
Model Name	No	LLM model name to use for the project (leave empty to keep current value). Default is ``. Type @ to select a variable.

Change Member Role

Runs the change member role tool.

Field	Required	Description
Email	Yes	Email address of the member whose role should be changed. Type @ to select a variable.
New Role	Yes	The new role to assign: admin, editor, or viewer. IMPORTANT: Always ask the user which role before calling. Type @ to select a variable.
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.

List Project Members

Lists project members.

Field	Required	Description
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.

Get User Profile

Retrieves user profile.

Field	Required	Description
—	—	This tool has no input fields.

List Crawlers

Lists crawlers.

Field	Required	Description
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.

Get Crawler Runs

Retrieves crawler runs.

Field	Required	Description
Crawl ID	Yes	The crawler ID to get status/runs for. For V2 crawlers this is a UUID; for V1 crawlers this is the crawler name (e.g. 'en_wikipedia_org_wiki_Car_tuning'). Type @ to select a variable.
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.

Stop Crawler

Runs the stop crawler tool.

Field	Required	Description
Run ID	Yes	The ID of the crawl run to stop. For V2 crawlers this is a run UUID; for V1 crawlers this is the crawler name. Type @ to select a variable.
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.

Get Crawler Results

Retrieves crawler results.

Field	Required	Description
Run ID	Yes	The ID to get crawled results for. For V2 crawlers this is a run UUID; for V1 crawlers this is the crawler name/ID. Type @ to select a variable.
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.

Update Crawler

Updates crawler.

Field	Required	Description
Crawl ID	Yes	The crawler ID to update. For V2 crawlers this is a UUID; for V1 crawlers this is the crawler name. Type @ to select a variable.
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.
Crawl Name	No	New name for the crawler (leave empty to keep current name). Default is ``. Type @ to select a variable.
Root URL	No	New root URL to crawl (leave empty to keep current URL). Default is ``. Type @ to select a variable.
Max Pages	No	Maximum number of pages to crawl. 0 keeps the current value. Default is 0.
Max Depth	No	Maximum crawl depth. 0 keeps the current value. Default is 0.
Limit To Root Domain	No	Whether to limit crawling to the root domain (leave unset to keep current value). Default is null.
Strategy	No	Crawl strategy: 'best_first' or 'bfs' (leave empty to keep current). Default is ``. Type @ to select a variable.

Delete Crawler

Deletes crawler.

Field	Required	Description
Crawl ID	Yes	The ID of the crawl configuration to delete. Type @ to select a variable.
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.
Force	No	Force deletion even if there are active runs (stops them first). Default is false.

Extract URL Content

Runs the extract url content tool.

Field	Required	Description
URL	Yes	The URL to extract content from. Type @ to select a variable.
Extract Text	No	Whether to extract text content from the page. Default is true.
Extract Metadata	No	Whether to extract metadata (title, description, etc.) from the page. Default is true.
Timeout	No	Request timeout in seconds (5-300). Default is 30.

List KB Files

Lists kb files.

Field	Required	Description
Path	No	Folder path to list files from. Leave empty to list root-level files and folders. Example: 'Reports/Q1' to list files inside that folder. Default is ``. Type @ to select a variable.
File Type	No	Filter by type: 'all', 'file', 'folder', or 'url'. Use 'url' to list only crawled web content. Default is all. Type @ to select a variable.
Search	No	Search/filter files by name (case-insensitive substring match). Default is ``. Type @ to select a variable.
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.

Get File Status

Retrieves file status.

Field	Required	Description
File Path	Yes	The path to the file in the knowledge base. Example: 'Reports/Q1/summary.pdf' or just 'summary.pdf' for root-level files. Type @ to select a variable.
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.

Create KB Folder

Creates kb folder.

Field	Required	Description
Folder Name	Yes	Name of the folder to create. Type @ to select a variable.
Parent Path	No	Parent folder path. Leave empty to create at root level. Example: 'Reports' to create inside the Reports folder. Default is ``. Type @ to select a variable.
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.

Move KB Files

Runs the move kb files tool.

Field	Required	Description
Source	Yes	The item to move. For files: use the 'key' field from list_kb_files, or the file path (e.g. 'pdf/document.pdf'), or just the filename. For URLs: use the 'key' field. For folders: use the folder path (e.g. 'Reports/Q1') and set is_folder=true. Type @ to select a variable.
Destination Path	Yes	The destination folder path to move the item into. Example: 'Archive' or 'Reports/2024'. Type @ to select a variable.
Is Folder	No	Set to true if moving a folder, false if moving a file. Default is false.
Merge Contents	No	When moving a folder: if true (default), move the CONTENTS of the source folder directly into the destination (merge). If false, move the folder itself into the destination, creating a nested structure (e.g. dest/source/). Default is true.
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.

Delete KB Folder

Deletes kb folder.

Field	Required	Description
Folder Path	Yes	The path of the folder to delete. Example: 'Reports/Q1'. All files and subfolders inside will be deleted. Type @ to select a variable.
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.

Get KB Settings

Retrieves kb settings.

Field	Required	Description
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.

Update KB Settings

Updates kb settings.

Field	Required	Description
Project ID	No	Target project ID. Leave empty to use the current project. Default is ``. Type @ to select a variable.
Chunking Strategy	No	Chunking strategy: 'sentence' (fixed-size token windows) or 'semantic' (structure-aware splitting by headers/paragraphs). Leave empty to keep current. Default is ``. Type @ to select a variable.
Chunk Size	No	Chunk size in tokens (used with sentence strategy only, min 1). 0 keeps the current value. Default is 0.
Chunk Overlap	No	Overlap between chunks in tokens (min 0, must be less than chunk_size). -1 keeps the current value. Default is -1.
Chunk Enrichment	No	Enable or disable LLM-powered chunk enrichment for better search quality (uses credits). Leave unset to keep current. Default is null.
Extraction Model ID	No	Custom (project/team) LLM model ID used for LLM-based document extraction. Pass 'default' to clear it back to the platform default. Leave empty to keep current. Default is ``. Type @ to select a variable.
Llm Model ID	No	LLM model ID for chunk enrichment. Required when chunk_enrichment is enabled. Leave empty to keep current. Default is ``. Type @ to select a variable.

Related

Agents can use this integration from chat. See Platform Management.

See all integrations on the toolkits overview.