Plan an AI agent
plan_ai_agentAI Agents (inside one system): Use when someone wants an AI agent inside one of their systems, for example "let the assistant read my contacts and deals and add follow-up tasks". It checks the wish against what an agent can do in that system and returns the record types it would read or change, the groups of actions, and a link that opens the setup in CRM Connector filled in, where the person signs in to the system and reviews everything. Every plan is saved as a new concept: a setup kept for later, not an AI agent, so nothing works until the person opens the link and finishes it in CRM Connector, where a signed in account also finds it under AI Agents. Nothing saved earlier is changed: a changed plan is a new concept with its own link, so share the newest one. Without record types it plans reading every record type the system offers. Call get_ai_agent_options with the system first when you do not know what it offers. Not for syncing records between two systems (use plan_integration).
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"system": "<system>"
},
"name": "plan_ai_agent"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| system | Yes | The system the agent works in, by its key. | |
| action_groups | No | Optional groups of the system's own actions to switch on, as get_ai_agent_options names them for that system, for example adding notes and tasks. | |
| read_record_types | No | Optional record types the assistant may read and not change. | |
| change_record_types | No | Optional record types the assistant may read and write, each change shown to the person first. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | Yes | ||
| system | Yes | ||
| outcome | Yes | ||
| package | Yes | ||
| summary | Yes | ||
| setupUrl | Yes | ||
| recordTypes | Yes | ||
| actionGroups | Yes | ||
| otherActionGroups | Yes |