What the desk can do

43 real tools in 20 rooms. Pick a room, then read plain-language capabilities — not a wall of IDs.

Capability map — human titles first, technical ids second.

Catalog

v0.4.0

Rooms

Tools

Catalog grows by registering real store/route adapters per module. Do not treat moduleCount×marketing as shipped features — toolCount is the honest metric. In the copilot dock, type /agent to list read tools, or /agent tool-id to run one.

Rooms

Clients

CRM roster, pipeline, partner share flags (no invented PII).

Open Clients on the desk

Filter tools

Count clients by pipeline stage
Aggregate pipelineStage counts in scope.
Read
Who can run: owner · partner · supportView-as: allowed for safe reads
Technical id: clients.count_by_stage
Get client
Fetch one client by id with role-gated fields.
Read
Who can run: owner · partner · supportView-as: allowed for safe reads
Technical id: clients.get
List clients
List CRM clients visible to the effective persona (PII redacted by policy).
Read
Who can run: owner · partner · supportView-as: allowed for safe reads
Technical id: clients.list
Search clients by name
Case-insensitive displayName contains match.
Read
Who can run: owner · partner · supportView-as: allowed for safe reads
Technical id: clients.search_by_name
Set pipeline stage
Update an existing client's pipelineStage (no PII invented).
Change
Who can run: owner · supportView-as: blocked while viewing-as
Technical id: clients.set_pipeline_stage

Desk Agent

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Command

Desk Agent

What the desk can do

43 real tools in 20 rooms. Pick a room, then read plain-language capabilities — not a wall of IDs.

Capability map — human titles first, technical ids second.

Catalog

v0.4.0

Rooms

Tools

Rooms

Clients

CRM roster, pipeline, partner share flags (no invented PII).

Open Clients on the desk

Filter tools

Count clients by pipeline stage
Aggregate pipelineStage counts in scope.
Read
Who can run: owner · partner · supportView-as: allowed for safe reads
Technical id: clients.count_by_stage
Get client
Fetch one client by id with role-gated fields.
Read
Who can run: owner · partner · supportView-as: allowed for safe reads
Technical id: clients.get
List clients
List CRM clients visible to the effective persona (PII redacted by policy).
Read
Who can run: owner · partner · supportView-as: allowed for safe reads
Technical id: clients.list
Search clients by name
Case-insensitive displayName contains match.
Read
Who can run: owner · partner · supportView-as: allowed for safe reads
Technical id: clients.search_by_name
Set pipeline stage
Update an existing client's pipelineStage (no PII invented).
Change
Who can run: owner · supportView-as: blocked while viewing-as
Technical id: clients.set_pipeline_stage