Returns the Creatio user this server acts as: { success, userInfo: { id, contactId, contactName, email, cultureInfo, timeZone, utcOffset, now, today, userRoles, ... } }. Call it once before creating records owned by the user — owner/author lookups (OwnerId, AuthorId) take userInfo.contactId, not userInfo.id — or when a tool needs the user as a user/role (adminUnitId = userInfo.id). Also call it once when dates matter: now / today are the user's current date and time, the base for tomorrow, this month or overdue. Reuse the result for the rest of the conversation. timeZone (IANA, e.g. "Europe/Kyiv") and utcOffset (today's, e.g. "+02:00") are the user's Creatio time zone — the one record dates are read and written in (get-guide: datetime-guide). See get-guide: contactid-guide.

Entity (object schema) names available to this server — 1000+ in all, so pass search (e.g. "invoice" → Invoice, InvoiceProduct, …). To find an entity by meaning prefer dataforge-similar-tables or global-search when they are in your tool list. Response: { results: [names] }. Then describe-entity.

Columns of one entity ({ entity: "Contact" }) — names, types, required/nullable and its key — to plan a read or a write without guessing column names. Response: { source, entitySet, ... } where source is "dataforge" (richer column details, when DataForge is enabled), "dataservice" or "odata" (the active backend's schema). An unknown entity fails as "unknown_entity:X. Did you mean: …?".

Query records of one entity: filter, pick columns, sort, page, count. Find the entity first if unsure (dataforge-similar-tables, global-search, list-entities) and check its columns with describe-entity. select also takes related columns by path (Account.Name); a lookup column (Account) returns { value, displayValue }. filters take a column, a lookup id (OwnerId = a GUID) or a related column (Account.Name). top defaults to 50; page with skip + a stable orderBy; count: true adds the total of all matches ({ total, value }) to any page — top: 1 with orderBy gives the total and the first row in one call, top: 0 the total alone. Response: an array of rows; a missing value is null (text may be ""); a date/time is in the user's Creatio time zone with its offset ("2026-11-10T15:00:00+02:00"), a Date column "YYYY-MM-DD". An unknown entity or column fails as "unknown_column:Emial (Contact). Did you mean: Email?" — retry with the suggestion. Example: { entity: "Opportunity", select: ["Title", "Amount", "Stage"], filters: { all: [{ field: "OwnerId", op: "eq", value: "" }] }, orderBy: "Amount desc", top: 10 }. Date filter values follow the same zone ("2026-11-01" = the user's midnight). More patterns: get-guide: query-guide; dates: get-guide: datetime-guide.

Current values and metadata of system settings by code. Response: the platform's answer — a success flag, a values map by code (each with its value) and notFoundSettings for unknown codes. See get-guide: sys-settings-guide.

Step-by-step guidance for multi-step Creatio work — read the matching guide before such a task, once per conversation. Topics: query-guide (How to find the right entity and columns, read with filters / related columns / sorting / paging / counting, and present results with record links and attachments); create-activity-guide (Tasks, meetings and calls: owner, type and category ids, times, participants, and confirming to the user); datetime-guide (How record dates follow the user’s Creatio time zone, with write, filter and read examples); contactid-guide (Which id a person field takes (a Contact id for owners/authors, a SysAdminUnit id for users and roles in permissions) and how to get the current user and other people); tagging-guide (Adding, listing and removing tags in the object’s own tag list or Creatio’s shared tags, and choosing between them); sys-settings-guide (Finding, creating and changing system settings: value types, lookup settings, definitions); feature-toggle-guide (Listing, inspecting and changing feature toggles (default state and per-user/role overrides) on the DataService and OData backends); admin-operation-guide (Creating system operations (SysAdminOperation) and granting or denying them to users and roles). Returns the guide as Markdown.

{ url } that opens the record in Creatio; Creatio picks the right page (classic or Freedom UI). Give it to the user whenever you refer to a specific record. A signed-out visitor goes through login first; an object without a record page opens the home page. Built locally — no request to Creatio.

Files and links attached to one record, from both places Creatio keeps them (the object's File table and SysFile), newest first. Response: { files: [{ id, name, kind: "file" | "link" | "object-link", size, createdOn, storage, downloadUrl? (files), url? (links) }], hasMore }. Metadata only — the content is never read. downloadUrl works in the user's signed-in Creatio browser session: give it to the user, you cannot fetch it.

Feature toggles from every source — DB rows and also web.config, package metadata and GlobalAppSettings features — ordered by code. Each: { code, name, description?, source, enabledByDefault, enabledForCurrentUser }. Response: { items, hasMore } — page with skip while hasMore is true. Per-user/role overrides of one feature: get-feature. See get-guide: feature-toggle-guide.

One feature (fields as in list-features) plus overrides: [{ adminUnitId, adminUnitName, enabled }] — the users/roles whose state differs from the default. Unknown code: feature_not_found:.

Create one record: { entity, data } → the new record's id. Check required columns and types with describe-entity first; send only the columns you set. Owner/author lookups (OwnerId, AuthorId, …) of records the user creates for themselves get their contact id — userInfo.contactId from get-current-user-info — unless the user names someone else (get-guide: contactid-guide). Activities (tasks, meetings, calls): follow get-guide: create-activity-guide. Tags: get-guide: tagging-guide. An unknown column fails as "unknown_column:X (Entity). Did you mean: …?". Example: { entity: "Account", data: { Name: "Acme Corp", Phone: "+1 234 567", OwnerId: "" } }.

Change columns of one record by id; columns you leave out keep their values. Resolve lookup ids instead of guessing them (e.g. a new StatusId from ActivityStatus via read); owner/user lookups take a contact id (get-guide: contactid-guide). Example: { entity: "Activity", id: "", data: { StartDate: "2026-03-02T12:00:00", DueDate: "2026-03-02T12:30:00" } } (the user's Creatio time zone).

Permanently delete one record by id. Confirm with the user first: say which record (entity, name, id) will be deleted and wait for an explicit yes. Related records may block the delete (Creatio then reports a reference error) or be removed with it, depending on the object.

Start a Creatio business process by its schema name, with optional parameters, and return its result. A process can change any data it is designed to — make sure the user wants it run. User/contact parameters take a contact id (get-guide: contactid-guide).

Set the values of one or more existing system settings in one request; returns the platform's answer. System settings can change how the whole instance behaves — confirm the change with the user.

Create a new system setting (its definition) and optionally set its first value. Value types and lookup settings: get-guide: sys-settings-guide.

Change a setting's metadata (name, description, value type, cache / personal flags, lookup schema) — not its value (use set-sys-settings-value). See get-guide: sys-settings-guide.

Make Creatio re-read feature-toggle states for all users. set-feature-state already does this; use it after changing Feature / AdminUnitFeatureState rows with create / update / delete. See get-guide: feature-toggle-guide.

Change a feature's default state, or override it for one user/role, for features from any source. The first change to a web.config / metadata feature gives it a DB row, which then takes precedence over that source (the Creatio feature page behaves the same). Returns the feature as in get-feature plus cacheCleared. "feature_state_not_applied:" means Creatio did not save it. cacheCleared: false means it IS saved but the instance could not refresh its cache (seen on .NET 8), so it may take effect later — tell the user. See get-guide: feature-toggle-guide.

Create a system operation (SysAdminOperation) — omit id — or update one by id. The platform blocks the generic create/update tools for this table; reading it works with read. Returns the operation id. See get-guide: admin-operation-guide.

Delete system operations by id, together with their grants. The generic delete tool is blocked for this table. Confirm with the user first. See get-guide: admin-operation-guide.

Allow or deny a system operation for users/roles. Repeating it for the same operation and user/role updates the existing grant instead of adding another. See get-guide: admin-operation-guide.

Delete grant rows by id, so the operation is neither allowed nor denied explicitly for those users/roles. To switch allow ↔ deny use set-admin-operation-grantee.

Escape hatch: call any configuration-package REST method (/0/rest//) when no dedicated tool covers the task — those validate input and explain their effects, so prefer them. The method may change data. Response: { status, contentType, body } (JSON parsed).