web-data-forms

Give AI assistants secure access to your organization's structured business data.

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Что умеет

Wdf Data Templates List: Lists all automation-enabled Data Templates (Forms) available for the current group. Use this tool first when you need to determine which Data Template (Form) should be used f
Wdf Data Templates Get Schema And Sample Submissions: Returns the complete schema for a Data Template (Form), including all fields (with their field IDs), searchable fields, and representative sample
Wdf Data Templates Submissions List Recent: Returns the most recent submissions for a Data Template (Form). Use this tool to browse or summarize recent submissions when you do not need to search by pa

Какие данные видит

Нужен ли аккаунт

Нужен API-ключ из настроек сервиса

Give AI assistants secure access to your organization's structured business data. Search records, create and update submissions, retrieve schema information, and manage workflow states using natural language.

Список инструментов сервера (9)

Технические названия из tools/list. Нужны только разработчикам.

wdf_data_templates_list	Lists all automation-enabled Data Templates (Forms) available for the current group. Use this tool first when you need to determine which Data Template (Form) should be used for a user's request, before retrieving its schema or working with submissions.
wdf_data_templates_get_schema_and_sample_submissions	Returns the complete schema for a Data Template (Form), including all fields (with their field IDs), searchable fields, and representative sample submissions. Use this tool to understand the available fields and expected data before creating, updating, or searching submissions — the field IDs returned here are the exact keys expected in data for wdf_data_templates_submissions_create and wdf_data_templates_submissions_update. Can also be used to retrieve searchable fields schema and sample submissions for a Data Template (Form).
wdf_data_templates_submissions_list_recent	Returns the most recent submissions for a Data Template (Form). Use this tool to browse or summarize recent submissions when you do not need to search by particular field values.
wdf_data_templates_submissions_get	Returns the complete contents and metadata of a specific submission. Use this tool when you already know the Submission Number and need to view or verify its data. If you don't already have the Submission Number, you may obtain it via wdf_data_templates_submissions_search or wdf_data_templates_submissions_list_recent.
wdf_data_templates_submissions_search	Searches submissions using a searchable field value. Use this tool to locate existing submissions matching the search criteria. Only fields configured as searchable in the Data Template (Form) can be used as search criteria — call wdf_data_templates_get_schema_and_sample_submissions first to see which fields are searchable for this Data Template (Form).
wdf_data_templates_submissions_create	Creates a new submission for a specific Data Template (Form). Use this tool after obtaining the Data Template (Form) schema (via wdf_data_templates_get_schema_and_sample_submissions) and collecting all required information from the user. Keys in data must match the field IDs from the Data Template (Form) schema, not display labels — an unrecognized key may be silently dropped rather than raising an error. Provide all fields marked as required in the Data Template (Form) schema; omitted optional fields are simply left blank on the new submission.
wdf_data_templates_submissions_update	Replaces a submission's entire data object with the values provided in data. This is a full overwrite, not a merge — any existing field not included in data will be cleared to empty. Keys in data must match the field IDs from the Data Template (Form) schema (via wdf_data_templates_get_schema_and_sample_submissions), not display labels — an unrecognized key may be silently dropped rather than raising an error. Before calling this tool, first call wdf_data_templates_submissions_get, wdf_data_templates_submissions_search or wdf_data_templates_submissions_list_recent to retrieve the current field values, then include the complete set of fields in data — the ones you're changing plus every field you want to keep.
wdf_data_templates_submissions_get_workflow_meta	Returns the valid workflow configuration for the current group, including available statuses, priorities, types, and assignable users. Use this tool before updating workflow fields if the valid values are not already known.
wdf_data_templates_submissions_update_workflow	Replaces a submission's workflow state (status, priority, type, and optionally assignee and comment) with the exact values provided — this is a full overwrite (except the comment, which is appended), not a partial update. statusId, priorityId, and typeId are all required even if only one is changing; reuse the submission's existing values for any field you don't intend to change — retrieve these via wdf_data_templates_submissions_get, wdf_data_templates_submissions_search, or wdf_data_templates_submissions_list_recent, which include the submission's current workflowState. Call wdf_data_templates_submissions_get_workflow_meta to get the valid IDs for any field you are changing.