Columnline

Approve one page proposal and publish it. It publishes only if the page is still the revision the proposer read. Pass merged_title and merged_content to publish your edited version instead.

knowledge_proposal_approve

Approve a delivered package or manuals request (the card's Approve button). Open and check the delivered files first: approval is a person's decision. Refused while questions or pending items remain. Sends nothing to anyone. Requires Allow saving.

capflo_document_job_approve

Archive one imported batch of leads, with an optional reason. Restore brings it back.

leads_batch_archive

Archive a task (hidden from the list, never deleted), or restore it with restore=true. Saves a history entry.

general_agent_tasks_archive

Describe a correction in plain words; the agent makes a new draft of the same quote. Nothing is accepted or sent. Read the quote again for the new draft. Requires Allow saving.

capflo_quote_revise

Blocklist up to 200 leads with a reason. A blocklisted lead is never emailed again, and this cannot be undone here.

leads_blocklist

Cancel one Content item so it is no longer worked on. content_reopen brings it back. Pass the expectedRevision you read; read the item before retrying an uncertain result.

content_cancel

Change a task's title, status, notes, position, or fields. Only the values you pass change; fields merge shallowly and a null value removes that key. Saves a history entry with before and after.

general_agent_tasks_update

Change any part of a goal: its brief, rules, charts, blocks, owner, number, end date, schedule, runtime, routines, Linear project, or its playbook (playbook_key, and playbook_version to pin one version, null to unpin). status "active" reopens a closed goal and unlocks its knowledge base. Returns each changed field before and after, and logs the change on the goal's page. Platform admins only.

goal_update

Change one milestone target date. Writes the date to the Linear milestone and publishes a new plan revision that the client must accept again. milestone_id is the Linear milestone id (the milestone sourceId in your_plan_get). Milestone names, adding and removing milestones happen in Linear itself; the plan picks them up on the next sync.

your_plan_milestone_date

Change an outcome card: pass outcome_id (from outcome_list) and only the fields to change. An outcome keeps a number or a line. Columnline staff only.

outcome_update

Change one person's role or expiry in one Knowledge base. It replaces what they had and takes effect on their next request.

knowledge_access_revise

Change the shared playbook. Pass text and note for a new version: with canary {tenant, workspace} it reaches only that goal (pinned) until you promote it; without canary it is live for every unpinned goal at once. Pass promote: <version> to make a canary version live for every goal and clear the canary's pin. Returns the version and every goal with the version it now reads. Platform admins only.

playbook_update

Show the current identity, live access, enabled modules, and tool catalog. Start here.

columnline_whoami

Read the receipt for an uncertain Your Plan change without contacting Linear or submitting it again. Preserve the original operation key. succeeded confirms completion; uncertain means verification is still pending or needs an operator.

your_plan_operation_get

First call of every Mission run. Returns go, run_id, the saved contract and prompt, the last receipts, and the context to load in order. go false means stop: the Mission is not active, or this work_key already has a receipt (inspect it with mission_get; never redo it). It is refused while another run is unresolved. Not safe to repeat: a retry returns go false. End every admitted run with mission_check_out.

mission_check_in

First call of every run of a scheduled or background agent. Pass routineId (your task's own id: a trig_ id, a Codex automation id) or id (your row id). If you have no row yet, this registers you, so pass name, engine, schedule and prompt too. Returns id, go (false means your row is switched off: stop), prompt (your standing instructions; follow it) and your last run. Marks the row as running.

scheduled_check_in

Last call of every admitted Mission run. Saves the run receipt and releases the Mission for its next run. report_url links the run report on the initiative itself (an initiative_post update, or the ask's comment). result: progress, blocked, milestone or achieved. achieved needs evidence links and ends a finite Mission; on an ongoing Mission use milestone, and it keeps running. A measured number is evidence; an estimate or a finished job is not. Repeating the identical call is safe; a different result for the same run is refused. Never put a secret, a patient detail or a client's private name here.

mission_check_out

Last call of every run, including a run that stopped early. Logs the run receipt on your row and clears running. Never put a secret, a patient detail or a client's private name in it.

scheduled_check_out

Connor’s live platform-admin identity only. Reconcile the protected receipt without sending another answer. May retry optional source reaction bookkeeping after a confirmed send; preserves other actors’ reactions. An uncertain/missing receipt remains uncertain and is not permission to resend.

snapshot_question_check

Check which Pursuits review actions you may take in this workspace.

pursuits_review_capabilities

Set which reply approach a campaign (or the whole workspace) uses by default, or put it in a test. This replaces the current assignment.

outreach_reply_set_approach

Clear one lead's follow-up with a reason: done, woke-early or no-longer-relevant.

leads_clear_follow_up

Close a goal: status "archived" (default) or "complete". It takes no more check-ins, and its knowledge base is locked read-only (every page stays readable; nothing more is saved). Returns the routines that ran it, so the person can turn those schedules off. Platform admins only.

goal_archive

Close one comment thread once what it asked is done, saying in body what was done.

workspace_comment_close

Leave a comment on one meeting's agenda or recap, from your_plan_meetings (occurrence_id). The comment is saved under your name and shows on the meeting for everyone who can open it, the client's people too on a client's meeting. Use it to answer or flag something about an agenda item; edit the agenda itself with your_plan_meeting_agenda_save. Keep it short and plain. Never put pricing, renewal or internal notes in a comment on a client's meeting. The same words from you on the same meeting save once, so a retry does not post twice.

your_plan_meeting_comment

Compare how Materials performed in outreach, grouped by format or category, optionally for one campaign and date range.

materials_compare

Compare how reply approaches performed, optionally by campaign, segment, offer, approach, version, sent dates or reply speed.

outreach_reply_compare

Mark one plan complete, only after client-safe proof is published. satisfied_criteria must list every accepted completion criterion word for word. It may then wait for the client to accept completion. Ask the person before completing client Work.

your_plan_complete

Change the text of one published Content item. The live page changes. Pass the expectedRevision you read; read the item before retrying an uncertain result.

content_correct

Read only. For ONE pursuit (pursuit_id is the card_id from pursuits_list), count what pursuit_contact_leads_make would do: how many new leads would be made, how many leads already in the pool would be tied to the pursuit, how many are already tied, and how many contacts would be skipped and why. Answers in counts only and changes nothing. A contact is matched to a lead by email first, then by a personal LinkedIn page. A contact is skipped, and left exactly as it is, when it has no email and no personal LinkedIn page, when its details name more than one lead, when it is waiting in Needs review, or when it disagrees with another contact on the same pursuit. Phone is never used to match. Up to 50 contacts on one pursuit. Only a workspace admin or Columnline staff who can open the pursuit may ask. Always call this before pursuit_contact_leads_make.

pursuit_contact_leads_preview

Create an idea or review draft in an authorized destination using its native producer. Read the tenant’s current strategy and format first. Requires Allow saving and a stable request UUID. For social content, kind chooses idea or draft; if omitted, copy selects draft and a brief alone selects idea. Put source links in brief.references and, when known, the source record in brief.provenance. The destination determines the resulting state. Does not approve, schedule or publish. Preserve the returned item identity; on uncertainty read Content and reuse the exact request ID rather than generating another. In the app, where the new layout is on, Content's tabs are Ideas · Calendar · Batches · Posts · Media; elsewhere it has today's tabs. batch_id and proposed_on are not available yet; leave them out. A call that sends either is refused in plain words before anything is created, and a call that sends neither is never affected.

content_create

Add a new section to one Knowledge base you administer.

knowledge_section_create

Start a goal from its brief, in one call: makes its own knowledge base (simple mode, owned by the owner), writes "<Name>: the plan" and "<Name>: decisions", and creates the goal on the shared playbook with its rules, charts and blocks. Refuses a slug the tenant already has. Returns the goal, its knowledge base and pages, its link, and the routine prompt for a person to schedule. Once that schedule exists, record it with goal_update routines. Platform admins only.

goal_create

Create a new Your Plan record for a Linear project that has none. First call your_plan_setup_options for the tenant and choose a project with hasPlan false, one tenant-owned destination (a card id, an existing external record id, or a new external_destination with an https link), and an acceptor seat. Pass the complete first revision packet in the same shape your_plan_save_draft accepts. The created plan is read back and returned. Creation publishes the first revision to the client right away (it is never acceptance), so every field must be client-safe: no internal notes, open commercial questions or Columnline-only text. Keep those in Linear. hold_for_review withdraws after creation; initial publication can already be visible. It is not a privacy guarantee or formal send receipt. A preparation request alone does not authorize this create action. If the create answer is lost, find the plan with your_plan_list before retrying, and hold it with your_plan_hold.

your_plan_create

Close a quote request as a dead end. It stays in history; nothing reaches a customer and nothing is learned from it. It cannot be reopened. Never discard a request you did not create without the person's yes. Requires Allow saving.

capflo_quote_discard

Save changes to one Content draft. The fields you send replace the current ones. Pass the expectedRevision you read; read the item before retrying an uncertain result.

content_update

Change a Material's purpose, context link, notes, recipe or role, or give one exact revision its method note once. This replaces the fields you send.

materials_update_details

Search the same shared Leads through the authorized Sites scope. Preserve source coverage and nextOffset. Missing or delayed source coverage is not zero inquiries.

sites_leads

Search and filter shared Leads in Pursuits, preserving identity, lifecycle, outreach state and evidence. Pagination returns matchingTotal and nextOffset. No new lead is created by this read.

pursuits_leads