Assembly

Work with Files. Files are documents uploaded and shared within channels. Actions: create, delete, download, download_url, list, retrieve, set_permissions. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: channelId, path). IMPORTANT — uploading a file is two steps: 'create' makes the record and returns a short-lived presigned Amazon S3 URL (the uploadUrl field) that the file bytes must then be separately PUT to ('download'/'download_url' likewise return S3 URLs to GET). That host looks like <bucket>.s3.amazonaws.com (an *.amazonaws.com host) and is blocked by default in sandboxed or network-restricted environments (e.g. Claude.ai), where the PUT is rejected with a 'host not allowed' error. Because the record is created before the bytes upload, a blocked upload leaves an unusable file stuck in 'pending' status. So in such an environment, have the user allowlist the S3 host (*.amazonaws.com) BEFORE creating files — or have them upload the file directly in the web app — and delete any leftover 'pending' file that never received its bytes with the 'delete' action.

files

Work with Files Root Permissions. Actions: replace

files_root_permissions

Request Form Responses. Form responses are submissions from clients for a specific form. Actions: create

form_responses

Work with Forms. Forms are intake forms that clients fill out. When creating a form, note that Assembly does not support conditional/branching logic — questions are presented as a flat, ordered sequence, so flatten any conditional questions when adapting a form from elsewhere. Actions: create, list, list_responses, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=25.

forms

Work with Installs. Installs are marketplace apps added to the workspace. Actions: create_connection, create_notification_settings, list, list_connections, retrieve, retrieve_notification_settings, update_notification_settings. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: previewAsClient).

installs

Work with Internal Users. Internal users are team members who manage the workspace. Actions: list, retrieve, retrieve_notification_settings, update. For single lookups prefer 'retrieve' with an id. List defaults to limit=25.

internal_users

Work with Invoice Templates. Invoice templates are reusable blueprints for creating invoices. Actions: list. List defaults to limit=25.

invoice_templates

Work with Invoices. Invoices are payment requests sent to clients. Actions: create, list, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: clientId, companyId, includeCompanyInvoices, subscriptionId).

invoices

List all workspaces the authenticated user has access to. Use this to discover workspace IDs for multi-workspace accounts.

list_workspaces

Work with Me. Actions: list. List defaults to limit=25.

me

Work with Message Channels. Message channels are conversations between internal users and clients. Actions: create, list, retrieve, unread. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: clientId, membershipEntityId, companyId, memberId, membershipType, includeUnread).

message_channels

Work with Messages. Messages are individual chat messages within a message channel. Actions: create, list. List defaults to limit=25; use filter params to narrow results (filterable by: channelId).

messages

Work with Notes. Notes are internal-only records attached to clients or companies. Actions: create, delete, list, retrieve, update. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: entityId, entityType).

notes

Work with Notifications. Notifications are alerts about activity in the workspace. Actions: create, delete, list, mark_read, mark_unread, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: recipientId, recipientClientId, recipientInternalUserId, includeRead, recipientCompanyId).

notifications

Work with Payments. Payments track money received against invoices. Actions: list. List defaults to limit=25; use filter params to narrow results (filterable by: invoiceId).

payments

Work with Prices. Prices define the cost of a product for billing purposes. Actions: create, list, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: productId).

prices

Work with Products. Products are billable services offered to clients. Actions: create, list, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: name).

products

Search what the assistant remembers from this user's earlier conversations, on any channel. Use it when the user asks what was said or decided before ("what did we say about the Acme proposal"). query is the subject in plain words; since optionally limits results to conversations on or after a date (RFC 3339 or YYYY-MM-DD). Each passage carries its date, channel and thread so you can say when it was discussed and link back.

recall

Work with Refunds. Actions: create, list. List defaults to limit=25; use filter params to narrow results (filterable by: invoiceId).

refunds

Schedule a wake-up for the assistant, list the caller's schedules, or cancel one. action=create needs intent (the request in the user's own words) and exactly one of fireAt (RFC 3339 time) or cron (EventBridge cron body, e.g. "0 9 ? * MON *"); the answer is delivered on deliverTo, which defaults to channel (the channel the request came from). action=list returns the caller's schedules; action=cancel needs scheduleId.

schedule

Search across all entity types in the workspace. Returns matching results for clients, companies, invoices, and other entities. Use types to narrow results to a specific entity type.

search

Work with Subscription Templates. Subscription templates are reusable blueprints for creating subscriptions. Actions: list. List defaults to limit=25.

subscription_templates

Work with Subscriptions. Subscriptions are recurring billing schedules for clients. Actions: cancel, create, list, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: clientId, companyId, recipientId).

subscriptions

Work with Task Comments. Comments attached to tasks. Actions: delete, list, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: taskId).

task_comments

Work with Task Templates. Task templates are reusable blueprints for creating tasks. Actions: list, retrieve. For single lookups prefer 'retrieve' with an id. List defaults to limit=25.

task_templates

Work with Tasks. Tasks track work items assigned to team members or clients. Actions: create, delete, list, retrieve, update. For single lookups prefer 'retrieve' with an id. List defaults to limit=25; use filter params to narrow results (filterable by: createdBy, parentTaskId, status, clientId, internalUserId, companyId).

tasks

Work with Workspaces. Workspaces are the top-level containers for all data in Assembly. Actions: retrieve

workspaces