Run Playbook
run_playbookRun a playbook for a customer to generate tasks and external action instructions. Use preflight_only to check connector requirements before executing.
Instructions
Execute a playbook against a customer. Set preflight_only: true to inspect connector requirements and step breakdown WITHOUT executing — use this to check what's needed before committing to a run. In normal mode: creates all native_task steps as Founders OS tasks (linked to the customer) and returns external_action steps as structured instructions. IMPORTANT: After this tool returns in normal mode, check external_actions and execute each one using the appropriate connected MCP tools. If a connector is unavailable, create a native task using the fallback_task field from that step instead. The response always includes connector_requirements so you know what to check before executing.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | No | Optional context note logged with the run. | |
| start_date | Yes | Anchor date (YYYY-MM-DD) for due_offset calculations and {{playbook.start_date}} placeholders. | |
| customer_id | No | Customer UUID to run this playbook for. Strongly recommended — enables placeholder resolution. | |
| playbook_id | Yes | Playbook UUID or slug. | |
| preflight_only | No | If true, return connector requirements and a step summary WITHOUT executing. Use this to check what the playbook needs before committing to a run. |