# Connie

- [Welcome to Connie](https://docs.connie.ai/introduction.md): The unified workspace for sales and GTM teams — Inbox, CRM, Automation, and AI in one place.
- [Quickstart](https://docs.connie.ai/quickstart.md): Set up Connie, connect a channel, and send your first message in under 5 minutes.
- [Authentication](https://docs.connie.ai/authentication.md): How to authenticate against the Connie API — session cookies for browser clients, bearer tokens for everything else.
- [Errors & rate limits](https://docs.connie.ai/errors.md): Every error the Connie API can return — JSON shape, HTTP status codes, error codes, and how rate limits are enforced.
- [Inbox Overview](https://docs.connie.ai/inbox/overview.md): One inbox across Gmail, Outlook, LinkedIn, and WhatsApp — with AI replies, shared assignments, and saved views.
- [Calls Overview](https://docs.connie.ai/calls/overview.md): AI meeting recording, transcription, and intelligence — a bot joins your calls, captures the conversation, and turns it into summaries, action items, and CRM updates.
- [CRM Overview](https://docs.connie.ai/crm/overview.md): Contacts, companies, activity timelines, and enrichment — built on a flexible records system you can shape to fit your motion.
- [Lifecycle stages](https://docs.connie.ai/crm/lifecycle-stages.md): The HubSpot/Salesforce vocabulary your reps already know — Lead, MQL, SQL, Opportunity, Customer, Disqualified — wired in by convention so handoffs don't need translation.
- [Flows Overview](https://docs.connie.ai/flows/overview.md): Tables for structured data, Workflows for orchestration — together, the automation core of Connie.
- [AI & Brain Overview](https://docs.connie.ai/ai-brain/overview.md): The orchestration layer powering every AI feature in Connie — conversational copilot, browser automation, attached artifacts, and streaming tool use.
- [Tools Overview](https://docs.connie.ai/tools/overview.md): The connectivity layer — OAuth integrations, MCP servers, and webhooks that extend what your workspace can do.
- [Pages Overview](https://docs.connie.ai/pages/overview.md): A Notion-style hierarchical wiki with inline comments, @mentions, AI assist, and sharing — the home for your team's knowledge.
- [Projects Overview](https://docs.connie.ai/projects/overview.md): A shared workspace container that groups related chats, pages, flows, tables, and files under one space — with its own AI instructions and access model.
- [Notifications Overview](https://docs.connie.ai/notifications/overview.md): Bell, email, and toast notifications across every Connie module — with per-category preferences and severity-aware routing.
- [Templates Overview](https://docs.connie.ai/templates/overview.md): Save, share, and reuse workflows and tables so your team isn't starting from scratch every time.
- [Billing & Credits Overview](https://docs.connie.ai/billing/overview.md): How Connie's credit system works, how plans are structured, and where to manage your subscription.
- [Workspace Overview](https://docs.connie.ai/workspace/overview.md): Members, roles, invitations, files, preferences, tool accounts, and approval tasks — everything that sits above the individual modules.
- [MCP Overview](https://docs.connie.ai/mcp/overview.md): Connect Connie to MCP-compatible IDEs and tools. Two auth modes, one HTTPS endpoint, every workspace you belong to.
- [MCP Quickstart](https://docs.connie.ai/mcp/quickstart.md): Connect Claude Desktop to Connie and call your first tool in five minutes.
- [Client setup](https://docs.connie.ai/mcp/clients.md): Copy-paste configurations for Cursor, Claude Code, Claude Desktop, and Windsurf. One URL, one minute per IDE.
- [Working across workspaces](https://docs.connie.ai/mcp/workspaces.md): One OAuth grant covers every workspace you belong to. Refer to them by name; the AI resolves the rest.
- [Workspace API key](https://docs.connie.ai/mcp/api-key.md): The non-OAuth path. One static key, one workspace — for automations, CI jobs, and shared bots that don't have a human in the loop.
- [Troubleshooting](https://docs.connie.ai/mcp/troubleshooting.md): Fixes for the things that go wrong when connecting an MCP client to Connie — OAuth failures, attribution placeholders, 401s, 403s, and stuck caches.
- [Get conversation counts](https://docs.connie.ai/api-reference/init-&-counts/get-conversation-counts.md): Returns global per-workspace counts with optional account scoping.
- [List conversations](https://docs.connie.ai/api-reference/conversations/list-conversations.md): Returns paginated conversations with extensive filtering. Supports cursor-based pagination for real-time feeds.
- [Get single conversation with messages](https://docs.connie.ai/api-reference/conversations/get-single-conversation-with-messages.md)
- [Bulk action on conversations](https://docs.connie.ai/api-reference/conversations/bulk-action-on-conversations.md): Perform bulk mark_read, mark_unread, archive, unarchive, or delete on up to 500 conversations. Supports selectAll with filters.
- [Get conversation summary](https://docs.connie.ai/api-reference/conversations/get-conversation-summary.md): Returns a cached AI-generated summary of the conversation.
- [Generate conversation summary](https://docs.connie.ai/api-reference/conversations/generate-conversation-summary.md): Generates or refreshes an AI summary for the conversation.
- [Pin or unpin a conversation](https://docs.connie.ai/api-reference/conversations/pin-or-unpin-a-conversation.md): Pins or unpins a conversation for the workspace. Pin state is Connie-only (not pushed to the provider).
- [List messages for a conversation](https://docs.connie.ai/api-reference/messages/list-messages-for-a-conversation.md)
- [Get read status for messages](https://docs.connie.ai/api-reference/messages/get-read-status-for-messages.md)
- [Update read status for messages](https://docs.connie.ai/api-reference/messages/update-read-status-for-messages.md)
- [Get message actions](https://docs.connie.ai/api-reference/messages/get-message-actions.md): Returns reactions, stars, bookmarks, and pins for messages.
- [Add a message action](https://docs.connie.ai/api-reference/messages/add-a-message-action.md)
- [Remove a message action](https://docs.connie.ai/api-reference/messages/remove-a-message-action.md)
- [Send an email](https://docs.connie.ai/api-reference/compose/send-an-email.md): Sends an email from a connected inbox account. Creates a pending conversation and message immediately for optimistic UI updates.
- [Start a new WhatsApp or LinkedIn conversation](https://docs.connie.ai/api-reference/compose/start-a-new-whatsapp-or-linkedin-conversation.md): Initiates a new conversation on WhatsApp (by phone number) or LinkedIn (by profile identifier). Checks for an existing conversation first.
- [List drafts](https://docs.connie.ai/api-reference/compose/list-drafts.md)
- [Create a draft](https://docs.connie.ai/api-reference/compose/create-a-draft.md)
- [Delete a draft](https://docs.connie.ai/api-reference/compose/delete-a-draft.md)
- [Update a draft](https://docs.connie.ai/api-reference/compose/update-a-draft.md)
- [List scheduled messages](https://docs.connie.ai/api-reference/compose/list-scheduled-messages.md)
- [Create a scheduled message](https://docs.connie.ai/api-reference/compose/create-a-scheduled-message.md)
- [Cancel a scheduled message](https://docs.connie.ai/api-reference/compose/cancel-a-scheduled-message.md)
- [Update a scheduled message](https://docs.connie.ai/api-reference/compose/update-a-scheduled-message.md)
- [List email drafts for an account](https://docs.connie.ai/api-reference/compose/list-email-drafts-for-an-account.md)
- [Create or send an email draft](https://docs.connie.ai/api-reference/compose/create-or-send-an-email-draft.md)
- [Delete an email draft](https://docs.connie.ai/api-reference/compose/delete-an-email-draft.md)
- [Get labels](https://docs.connie.ai/api-reference/labels/get-labels.md): Batch fetch labels for messages or conversations. Accepts multiple ID formats (UUID, chat_id, or provider_id).
- [Create label or add label to message](https://docs.connie.ai/api-reference/labels/create-label-or-add-label-to-message.md)
- [Remove label from message or delete workspace label](https://docs.connie.ai/api-reference/labels/remove-label-from-message-or-delete-workspace-label.md)
- [Get classifications for a message](https://docs.connie.ai/api-reference/labels/get-classifications-for-a-message.md)
- [Classify a message with AI](https://docs.connie.ai/api-reference/labels/classify-a-message-with-ai.md): Uses AI to classify a message and optionally auto-apply labels.
- [Get lead types for a contact](https://docs.connie.ai/api-reference/labels/get-lead-types-for-a-contact.md)
- [Set lead type for a contact](https://docs.connie.ai/api-reference/labels/set-lead-type-for-a-contact.md)
- [Remove lead type for a contact](https://docs.connie.ai/api-reference/labels/remove-lead-type-for-a-contact.md)
- [Get conversation assignments](https://docs.connie.ai/api-reference/assignments/get-conversation-assignments.md)
- [Assign conversation to a team member](https://docs.connie.ai/api-reference/assignments/assign-conversation-to-a-team-member.md)
- [Remove conversation assignment](https://docs.connie.ai/api-reference/assignments/remove-conversation-assignment.md)
- [Search conversations and messages](https://docs.connie.ai/api-reference/search/search-conversations-and-messages.md): In-memory 1-minute cache per user/mode/query.
- [Advanced filtered search](https://docs.connie.ai/api-reference/search/advanced-filtered-search.md)
- [Search attendees across conversations](https://docs.connie.ai/api-reference/search/search-attendees-across-conversations.md)
- [Get attachments for a conversation](https://docs.connie.ai/api-reference/attachments/get-attachments-for-a-conversation.md)
- [Upload an attachment](https://docs.connie.ai/api-reference/attachments/upload-an-attachment.md): Max 15MB. Whitelisted MIME types only.
- [Get spam senders list](https://docs.connie.ai/api-reference/spam/get-spam-senders-list.md)
- [Mark as not spam](https://docs.connie.ai/api-reference/spam/mark-as-not-spam.md): Moves email(s) back to inbox and optionally removes sender from spam list.
- [Mark as spam](https://docs.connie.ai/api-reference/spam/mark-as-spam.md)
- [Remove sender from spam list](https://docs.connie.ai/api-reference/spam/remove-sender-from-spam-list.md)
- [Get starred conversations](https://docs.connie.ai/api-reference/views-&-starred/get-starred-conversations.md)
- [Star or unstar a conversation](https://docs.connie.ai/api-reference/views-&-starred/star-or-unstar-a-conversation.md)
- [Get custom inbox views](https://docs.connie.ai/api-reference/views-&-starred/get-custom-inbox-views.md)
- [Create a custom inbox view](https://docs.connie.ai/api-reference/views-&-starred/create-a-custom-inbox-view.md)
- [Get a single inbox view](https://docs.connie.ai/api-reference/views-&-starred/get-a-single-inbox-view.md)
- [Update an inbox view](https://docs.connie.ai/api-reference/views-&-starred/update-an-inbox-view.md): Only the view creator can update. System views cannot be modified.
- [Delete an inbox view](https://docs.connie.ai/api-reference/views-&-starred/delete-an-inbox-view.md): Only the view creator can delete. System views cannot be deleted.
- [List calls](https://docs.connie.ai/api-reference/calls/list-calls.md): Lists all calls in a workspace with optional filtering by status, sentiment, linked CRM entities, and review flags.
- [Get call details](https://docs.connie.ai/api-reference/calls/get-call-details.md): Returns the full call object including attendees, action items, transcript summary, and recording metadata. Use `fields=status` for lightweight polling.
- [Get linked contact for a call](https://docs.connie.ai/api-reference/calls/get-linked-contact-for-a-call.md)
- [Unlink CRM contact from a call](https://docs.connie.ai/api-reference/calls/unlink-crm-contact-from-a-call.md)
- [Link a CRM contact to a call](https://docs.connie.ai/api-reference/calls/link-a-crm-contact-to-a-call.md)
- [Create an instant meeting and join with bot](https://docs.connie.ai/api-reference/calls/create-an-instant-meeting-and-join-with-bot.md): Creates a meeting on Zoom or Google Meet and dispatches a recording bot.
- [Join a meeting with a recording bot](https://docs.connie.ai/api-reference/calls/join-a-meeting-with-a-recording-bot.md): Dispatches an ad-hoc recording bot to a meeting URL. Implements deduplication via time-bucketed claims to prevent double-joining.
- [Get call transcript](https://docs.connie.ai/api-reference/call-intelligence/get-call-transcript.md): Fetches live transcript chunks with timestamps and speaker metadata. Rate-limited. Use `after_ms` to seek to a specific position.
- [Get call recording URL](https://docs.connie.ai/api-reference/call-intelligence/get-call-recording-url.md): Returns a signed Supabase Storage URL for recording playback (1-hour expiry).
- [Execute a call action](https://docs.connie.ai/api-reference/call-intelligence/execute-a-call-action.md): Executes a post-call action (e.g. send follow-up email, create calendar invite). Uses account selection fallback strategies and persists results to inbox.
- [Update call action status](https://docs.connie.ai/api-reference/call-intelligence/update-call-action-status.md)
- [Get call analytics](https://docs.connie.ai/api-reference/call-intelligence/get-call-analytics.md): Returns aggregated call intelligence metrics (counts, sentiment distribution, avg duration). Results cached in-memory for 60 seconds.
- [Get upcoming meetings](https://docs.connie.ai/api-reference/calendar/get-upcoming-meetings.md): Fetches upcoming meetings from Google Calendar, Microsoft Outlook, and Zoom for the next 7 days.
- [List contacts](https://docs.connie.ai/api-reference/contacts/list-contacts.md)
- [Search contacts by name or email](https://docs.connie.ai/api-reference/contacts/search-contacts-by-name-or-email.md)
- [Look up contact by identifier (GET)](https://docs.connie.ai/api-reference/contacts/look-up-contact-by-identifier-get.md)
- [Match contact by identifier (POST)](https://docs.connie.ai/api-reference/contacts/match-contact-by-identifier-post.md): Match a contact by email, phone, LinkedIn URL, or provider-specific contact identifier. Returns matched contact with all identifiers.
- [Create contact from conversation data](https://docs.connie.ai/api-reference/contacts/create-contact-from-conversation-data.md): Creates a new contact from inbox conversation data. Returns the existing contact if one already matches the identifiers.
- [Batch fetch contact profile with tasks, notes, and reminders](https://docs.connie.ai/api-reference/contacts/batch-fetch-contact-profile-with-tasks-notes-and-reminders.md): Single round-trip that matches a contact by identifier and returns their full profile including recent tasks, notes, and reminders. Pass `contactId` directly to skip the matching step.
- [Enrich contact from LinkedIn profile](https://docs.connie.ai/api-reference/contacts/enrich-contact-from-linkedin-profile.md): Fetches a LinkedIn profile via a connected account and persists the enriched data to the contact.
- [Get contact activity feed](https://docs.connie.ai/api-reference/contacts/get-contact-activity-feed.md)
- [Link conversation identifiers to a contact](https://docs.connie.ai/api-reference/contacts/link-conversation-identifiers-to-a-contact.md): Links email, phone, LinkedIn URL, or provider-specific identifiers from a conversation to an existing contact.
- [List contact notes](https://docs.connie.ai/api-reference/contact-notes/list-contact-notes.md)
- [Create a contact note](https://docs.connie.ai/api-reference/contact-notes/create-a-contact-note.md)
- [Delete a contact note](https://docs.connie.ai/api-reference/contact-notes/delete-a-contact-note.md)
- [Update a contact note](https://docs.connie.ai/api-reference/contact-notes/update-a-contact-note.md)
- [List contact tasks](https://docs.connie.ai/api-reference/contact-tasks/list-contact-tasks.md)
- [Create a contact task](https://docs.connie.ai/api-reference/contact-tasks/create-a-contact-task.md)
- [Delete a contact task](https://docs.connie.ai/api-reference/contact-tasks/delete-a-contact-task.md)
- [Update a contact task](https://docs.connie.ai/api-reference/contact-tasks/update-a-contact-task.md)
- [List contact reminders](https://docs.connie.ai/api-reference/contact-reminders/list-contact-reminders.md)
- [Create a contact reminder](https://docs.connie.ai/api-reference/contact-reminders/create-a-contact-reminder.md)
- [Delete a contact reminder](https://docs.connie.ai/api-reference/contact-reminders/delete-a-contact-reminder.md)
- [Update a contact reminder](https://docs.connie.ai/api-reference/contact-reminders/update-a-contact-reminder.md)
- [List companies](https://docs.connie.ai/api-reference/companies/list-companies.md)
- [Create a company](https://docs.connie.ai/api-reference/companies/create-a-company.md)
- [Get company activity feed](https://docs.connie.ai/api-reference/companies/get-company-activity-feed.md)
- [Record a company activity](https://docs.connie.ai/api-reference/companies/record-a-company-activity.md)
- [List company notes](https://docs.connie.ai/api-reference/company-notes/list-company-notes.md)
- [Create a company note](https://docs.connie.ai/api-reference/company-notes/create-a-company-note.md)
- [Delete a company note](https://docs.connie.ai/api-reference/company-notes/delete-a-company-note.md)
- [Update a company note](https://docs.connie.ai/api-reference/company-notes/update-a-company-note.md)
- [List company tasks](https://docs.connie.ai/api-reference/company-tasks/list-company-tasks.md)
- [Create a company task](https://docs.connie.ai/api-reference/company-tasks/create-a-company-task.md)
- [Delete a company task](https://docs.connie.ai/api-reference/company-tasks/delete-a-company-task.md)
- [Update a company task](https://docs.connie.ai/api-reference/company-tasks/update-a-company-task.md)
- [Get enrichment workflow status](https://docs.connie.ai/api-reference/crm-utilities/get-enrichment-workflow-status.md)
- [Start a CRM enrichment workflow](https://docs.connie.ai/api-reference/crm-utilities/start-a-crm-enrichment-workflow.md): Triggers enrichment for one or more columns across selected rows.
- [List records](https://docs.connie.ai/api-reference/records/list-records.md): List records from a specific source with optional search and pagination.
- [Create a record](https://docs.connie.ai/api-reference/records/create-a-record.md)
- [List available record sources](https://docs.connie.ai/api-reference/records/list-available-record-sources.md)
- [Advanced record query](https://docs.connie.ai/api-reference/records/advanced-record-query.md): Powerful filtered, sorted, paginated record query used by AI and workflow automation. Supports filtering, sorting, field selection, and cross-source queries.
- [Get a record](https://docs.connie.ai/api-reference/records/get-a-record.md)
- [Delete or archive a record](https://docs.connie.ai/api-reference/records/delete-or-archive-a-record.md)
- [Update a record](https://docs.connie.ai/api-reference/records/update-a-record.md)
- [List available enrichment tools](https://docs.connie.ai/api-reference/enrichment/list-available-enrichment-tools.md): Returns all enrichment tools available for use in CRM enrichment workflows.
- [Get enrichment job status](https://docs.connie.ai/api-reference/enrichment/get-enrichment-job-status.md)
- [List reminders](https://docs.connie.ai/api-reference/reminders/list-reminders.md): Returns reminders for the workspace, optionally filtered by entity type and ID.
- [Create a reminder](https://docs.connie.ai/api-reference/reminders/create-a-reminder.md): Creates a reminder linked to any entity type, or a standalone reminder.
- [Delete a reminder](https://docs.connie.ai/api-reference/reminders/delete-a-reminder.md)
- [Update a reminder](https://docs.connie.ai/api-reference/reminders/update-a-reminder.md)
- [List task activities](https://docs.connie.ai/api-reference/tasks/list-task-activities.md)
- [Record a task activity](https://docs.connie.ai/api-reference/tasks/record-a-task-activity.md)
- [List task comments](https://docs.connie.ai/api-reference/tasks/list-task-comments.md)
- [Create a task comment](https://docs.connie.ai/api-reference/tasks/create-a-task-comment.md): Creates a comment on a task. Auto-detects @mentions and sends CRM_MENTION notifications.
- [Delete a task comment](https://docs.connie.ai/api-reference/tasks/delete-a-task-comment.md): Users can only delete their own comments.
- [Update a task comment](https://docs.connie.ai/api-reference/tasks/update-a-task-comment.md): Users can only edit their own comments.
- [Upload a task comment attachment](https://docs.connie.ai/api-reference/tasks/upload-a-task-comment-attachment.md): Uploads a file attachment for a task comment. Max 10MB. Allowed: images (JPEG, PNG, GIF, WebP, SVG), PDF, Word, Excel, plain text, CSV. Stored in the `attachment` bucket at `task-comments/{workspaceId}/{taskId}/`.
- [List tables](https://docs.connie.ai/api-reference/tables/list-tables.md)
- [Create a table](https://docs.connie.ai/api-reference/tables/create-a-table.md)
- [Reorder tables](https://docs.connie.ai/api-reference/tables/reorder-tables.md)
- [List table views](https://docs.connie.ai/api-reference/tables/list-table-views.md)
- [Create a table view](https://docs.connie.ai/api-reference/tables/create-a-table-view.md)
- [Delete a table view](https://docs.connie.ai/api-reference/tables/delete-a-table-view.md)
- [Update a table view](https://docs.connie.ai/api-reference/tables/update-a-table-view.md)
- [Check table access](https://docs.connie.ai/api-reference/tables/check-table-access.md): Returns the current user's access level for a table.
- [Filter table rows](https://docs.connie.ai/api-reference/table-items/filter-table-rows.md): Filters and sorts table rows. Supports up to 10 filter conditions with AND/OR logic. Max 60s execution time.
- [Query table items](https://docs.connie.ai/api-reference/table-items/query-table-items.md)
- [Create a table row](https://docs.connie.ai/api-reference/table-items/create-a-table-row.md)
- [Get a table row](https://docs.connie.ai/api-reference/table-items/get-a-table-row.md)
- [Delete a table row](https://docs.connie.ai/api-reference/table-items/delete-a-table-row.md)
- [Update a table row](https://docs.connie.ai/api-reference/table-items/update-a-table-row.md)
- [List table properties (columns)](https://docs.connie.ai/api-reference/table-properties/list-table-properties-columns.md)
- [Create a table property (column)](https://docs.connie.ai/api-reference/table-properties/create-a-table-property-column.md)
- [Delete a table property](https://docs.connie.ai/api-reference/table-properties/delete-a-table-property.md)
- [Update a table property](https://docs.connie.ai/api-reference/table-properties/update-a-table-property.md)
- [Fetch cells](https://docs.connie.ai/api-reference/table-cells/fetch-cells.md)
- [Batch update cells](https://docs.connie.ai/api-reference/table-cells/batch-update-cells.md)
- [Delete cells](https://docs.connie.ai/api-reference/table-cells/delete-cells.md)
- [Update a single cell](https://docs.connie.ai/api-reference/table-cells/update-a-single-cell.md)
- [Get a cell by ID](https://docs.connie.ai/api-reference/table-cells/get-a-cell-by-id.md)
- [Update a cell by ID](https://docs.connie.ai/api-reference/table-cells/update-a-cell-by-id.md)
- [Bulk delete rows](https://docs.connie.ai/api-reference/table-bulk/bulk-delete-rows.md): Deletes all rows or specific rows (max 50,000). Max 300s execution time.
- [Bulk duplicate rows](https://docs.connie.ai/api-reference/table-bulk/bulk-duplicate-rows.md): Duplicates all rows or specific rows (max 10,000). Max 300s execution time.
- [Create multiple empty rows](https://docs.connie.ai/api-reference/table-bulk/create-multiple-empty-rows.md)
- [Get enrichment status](https://docs.connie.ai/api-reference/table-transforms/get-enrichment-status.md)
- [Start column enrichment](https://docs.connie.ai/api-reference/table-transforms/start-column-enrichment.md): Triggers enrichment for one or more columns across selected rows.
- [Generate a formula with AI](https://docs.connie.ai/api-reference/table-transforms/generate-a-formula-with-ai.md): Uses AI to generate a table formula from a natural language description.
- [Run or preview a formula column](https://docs.connie.ai/api-reference/table-transforms/run-or-preview-a-formula-column.md): Runs a formula column across rows. Use preview=true to test on a sample before applying to all rows. Max 300s execution time.
- [Split a name column into first/last](https://docs.connie.ai/api-reference/table-transforms/split-a-name-column-into-firstlast.md)
- [Split a text column by delimiter](https://docs.connie.ai/api-reference/table-transforms/split-a-text-column-by-delimiter.md)
- [Duplicate a column (or materialize a derived column)](https://docs.connie.ai/api-reference/table-transforms/duplicate-a-column-or-materialize-a-derived-column.md)
- [Import data from CSV](https://docs.connie.ai/api-reference/table-imports/import-data-from-csv.md): Imports CSV data into a table. Streams NDJSON progress events during import. Supports column mapping with skip, new column, map to existing, and relation mapping modes.
- [Import contacts from Apollo](https://docs.connie.ai/api-reference/table-imports/import-contacts-from-apollo.md): Creates a new table populated with contacts from Apollo search filters, using a Temporal workflow.
- [Import companies from Pipe0](https://docs.connie.ai/api-reference/table-imports/import-companies-from-pipe0.md): Imports company data from Pipe0. Fast path for small datasets (inline); falls back to Temporal workflow for large datasets. Supports append-only and create-only modes.
- [Import people from Pipe0](https://docs.connie.ai/api-reference/table-imports/import-people-from-pipe0.md): Imports people/contact data from Pipe0. Supports append-only mode.
- [List workflows](https://docs.connie.ai/api-reference/workflows/list-workflows.md)
- [Create a workflow](https://docs.connie.ai/api-reference/workflows/create-a-workflow.md)
- [Get a workflow](https://docs.connie.ai/api-reference/workflows/get-a-workflow.md)
- [Update a workflow](https://docs.connie.ai/api-reference/workflows/update-a-workflow.md)
- [Delete a workflow](https://docs.connie.ai/api-reference/workflows/delete-a-workflow.md): Permanently deletes workflow and all associated data. Max 120s.
- [Run a workflow](https://docs.connie.ai/api-reference/workflows/run-a-workflow.md): Executes a workflow. Returns immediately with a runId, or waits for completion if waitForResult=true. Returns 402 if insufficient credits.
- [Auto-configure a workflow node with AI](https://docs.connie.ai/api-reference/workflow-builder/auto-configure-a-workflow-node-with-ai.md): Uses AI to configure a workflow node from a natural language description.
- [Test a workflow node](https://docs.connie.ai/api-reference/workflow-builder/test-a-workflow-node.md)
- [Test an API call node](https://docs.connie.ai/api-reference/workflow-builder/test-an-api-call-node.md): Executes a raw HTTP request for testing an API call node configuration.
- [Test a table row search](https://docs.connie.ai/api-reference/workflow-builder/test-a-table-row-search.md)
- [Import data into workflow results table](https://docs.connie.ai/api-reference/workflow-results/import-data-into-workflow-results-table.md)
- [List workflow result sync sources](https://docs.connie.ai/api-reference/workflow-results/list-workflow-result-sync-sources.md)
- [Enable or disable a sync source](https://docs.connie.ai/api-reference/workflow-results/enable-or-disable-a-sync-source.md)
- [Get trigger health status](https://docs.connie.ai/api-reference/triggers/get-trigger-health-status.md)
- [Test a trigger with a record](https://docs.connie.ai/api-reference/triggers/test-a-trigger-with-a-record.md)
- [Create an async background job](https://docs.connie.ai/api-reference/jobs/create-an-async-background-job.md): Creates a background job (e.g. web.browse). Returns a job ID for polling.
- [List background jobs](https://docs.connie.ai/api-reference/jobs/list-background-jobs.md)
- [Get a job](https://docs.connie.ai/api-reference/jobs/get-a-job.md)
- [Retry a failed job](https://docs.connie.ai/api-reference/jobs/retry-a-failed-job.md)
- [List saved prompts](https://docs.connie.ai/api-reference/saved-prompts/list-saved-prompts.md)
- [Create a saved prompt](https://docs.connie.ai/api-reference/saved-prompts/create-a-saved-prompt.md)
- [Send a message to the AI (streaming)](https://docs.connie.ai/api-reference/brain/send-a-message-to-the-ai-streaming.md): Stream-based conversational AI endpoint. Validates workspace membership, enforces budget and rate limits, loads MCP servers and conversation context, filters tools by @mention or RBAC settings. Checks FAQ cache for repeat questions. Returns NDJSON stream of events (say, tool_calls, tool_result, usag…
- [Start an async AI workflow](https://docs.connie.ai/api-reference/brain/start-an-async-ai-workflow.md): Initiates an async AI workflow via Temporal (non-streaming fallback). Pre-warms Temporal and MCP connections in parallel. Checks FAQ cache. Validates idempotent client requestIds. Returns 202 immediately with requestId and channelId for Supabase Realtime subscription. Guests are blocked — members,…
- [Cancel a running AI request](https://docs.connie.ai/api-reference/brain/cancel-a-running-ai-request.md): Full cancellation updates brain_requests status, cancels the Temporal workflow, and broadcasts a cancellation event. Tool-only cancellation sets a cancel_current_tool flag so the workflow continues after the tool is interrupted.
- [Resume a paused HITL workflow](https://docs.connie.ai/api-reference/brain/resume-a-paused-hitl-workflow.md): Resumes a Human-in-the-Loop paused brain workflow after the user connects an integration or chooses to skip. Verifies the user matches the original requester, re-validates tool args against schema, builds resume message with provider/account context, creates a new brain_request, starts Temporal work…
- [Retry a failed tool execution](https://docs.connie.ai/api-reference/brain/retry-a-failed-tool-execution.md): Retries a tool from a prior conversation. Creates a new brain_request with action_type='tool_retry' and starts a Temporal workflow with a forceTool directive. Enforces budget and rate limits.
- [Get AI agent plan](https://docs.connie.ai/api-reference/brain-plans/get-ai-agent-plan.md): Retrieves agent planning context. Fetch a specific plan by planId, or the newest active plan for a conversation.
- [List AI chat conversations](https://docs.connie.ai/api-reference/ai-chat/list-ai-chat-conversations.md)
- [Create a conversation](https://docs.connie.ai/api-reference/ai-chat/create-a-conversation.md)
- [Delete a conversation](https://docs.connie.ai/api-reference/ai-chat/delete-a-conversation.md)
- [Update a conversation](https://docs.connie.ai/api-reference/ai-chat/update-a-conversation.md)
- [Get a single conversation](https://docs.connie.ai/api-reference/ai-chat/get-a-single-conversation.md)
- [Semantic search across conversations](https://docs.connie.ai/api-reference/ai-chat/semantic-search-across-conversations.md): Hybrid search using embeddings and keyword matching.
- [Get messages for a conversation](https://docs.connie.ai/api-reference/ai-chat/get-messages-for-a-conversation.md)
- [Add a single message](https://docs.connie.ai/api-reference/ai-chat/add-a-single-message.md): Adds a message to a conversation. Supports lazy conversation creation if workspace_id, title, and source are provided alongside conversation_id.
- [List conversation artifacts](https://docs.connie.ai/api-reference/artifacts/list-conversation-artifacts.md): Returns KB, table, and workflow artifacts attached to the conversation, with live titles resolved.
- [Attach an artifact to a conversation](https://docs.connie.ai/api-reference/artifacts/attach-an-artifact-to-a-conversation.md): Attach a KB page, table, or workflow as context for the conversation.
- [Detach an artifact](https://docs.connie.ai/api-reference/artifacts/detach-an-artifact.md): Idempotent — returns 204 even if artifact is not found.
- [Get artifact content for viewer](https://docs.connie.ai/api-reference/artifacts/get-artifact-content-for-viewer.md): Returns rendered content for the artifact viewer. Markdown for workflows/tables, full KB content for kb source type.
- [List integration connections](https://docs.connie.ai/api-reference/integrations/list-integration-connections.md): Lists the workspace's connected integration accounts (OAuth and native MCP).
- [Update an integration connection](https://docs.connie.ai/api-reference/integrations/update-an-integration-connection.md)
- [Delete an integration connection](https://docs.connie.ai/api-reference/integrations/delete-an-integration-connection.md): Disconnects the integration and removes it from the workspace.
- [Refresh an integration connection](https://docs.connie.ai/api-reference/integrations/refresh-an-integration-connection.md): Refreshes the connection's token and updates its status.
- [List integration providers](https://docs.connie.ai/api-reference/integration-providers/list-integration-providers.md): Lists available integration providers with their tool counts. Filters by integration and file-based execution types. Cached for 5 minutes.
- [Initiate OAuth for a curated MCP provider](https://docs.connie.ai/api-reference/mcp-connections/initiate-oauth-for-a-curated-mcp-provider.md): Initiates OAuth for a curated provider. Attempts static OAuth endpoints first, falls back to .well-known discovery. Supports DCR or pre-registered credentials. Generates PKCE code_verifier/challenge. Redirects to login if no credentials configured.
- [Initiate OAuth for a custom MCP server](https://docs.connie.ai/api-reference/mcp-connections/initiate-oauth-for-a-custom-mcp-server.md)
- [Get OAuth URL for custom MCP server](https://docs.connie.ai/api-reference/mcp-connections/get-oauth-url-for-custom-mcp-server.md): Fetches OAuth metadata from .well-known or registry. Supports DCR or manual credentials. Selects safe scopes. Generates a unique custom-{timestamp}-{random} provider ID.
- [Connect MCP server directly (no OAuth)](https://docs.connie.ai/api-reference/mcp-connections/connect-mcp-server-directly-no-oauth.md): Connects an MCP server without OAuth. Requires HTTPS for HTTP transport. Encrypts API token if provided. Runs tool discovery asynchronously.
- [Disconnect an MCP provider](https://docs.connie.ai/api-reference/mcp-connections/disconnect-an-mcp-provider.md): Deletes by exact provider_id match and endpoint hostname match (catches custom-* duplicates). Also deletes workspace_mcp_servers entries.
- [Discover OAuth support on an MCP server](https://docs.connie.ai/api-reference/mcp-connections/discover-oauth-support-on-an-mcp-server.md): Probes an MCP server for OAuth support via /initialize and /tools/list. Tests DCR capability. Gathers metadata from .well-known/mcp.json.
- [Update MCP connection access settings](https://docs.connie.ai/api-reference/mcp-connections/update-mcp-connection-access-settings.md): Only the connection owner can modify. Validates accessibleTo users against workspace membership.
- [Proxy JSON-RPC request to MCP server](https://docs.connie.ai/api-reference/mcp-connections/proxy-json-rpc-request-to-mcp-server.md): Proxies a JSON-RPC request to the MCP server. Decrypts access_token from connection. Checks if tool is enabled for tools/call requests (returns 403 if disabled).
- [List tools for an MCP provider](https://docs.connie.ai/api-reference/mcp-connections/list-tools-for-an-mcp-provider.md)
- [Enable or disable an MCP tool](https://docs.connie.ai/api-reference/mcp-connections/enable-or-disable-an-mcp-tool.md)
- [Discover tools for an MCP provider](https://docs.connie.ai/api-reference/mcp-connections/discover-tools-for-an-mcp-provider.md): Runs tool discovery and saves tools to mcp_tools. Call when opening Configure and no tools are loaded.
- [List MCP servers](https://docs.connie.ai/api-reference/mcp-registry/list-mcp-servers.md)
- [Register a custom MCP server](https://docs.connie.ai/api-reference/mcp-registry/register-a-custom-mcp-server.md): Creates a custom MCP server. Validates HTTPS requirement. Supports multiple auth types (direct, basic, env_var, account). Encrypts credentials before storage. Triggers async tool sync.
- [Delete an MCP server](https://docs.connie.ai/api-reference/mcp-registry/delete-an-mcp-server.md): RLS enforces creator-only deletion.
- [Update an MCP server](https://docs.connie.ai/api-reference/mcp-registry/update-an-mcp-server.md): Only the creator can modify. Encrypts updated credentials.
- [List all MCP tools for workspace](https://docs.connie.ai/api-reference/mcp-registry/list-all-mcp-tools-for-workspace.md): Returns tools with safe ID format. Supports flat or server-grouped output.
- [Refresh tools from MCP server](https://docs.connie.ai/api-reference/mcp-registry/refresh-tools-from-mcp-server.md): Re-discovers tools from the HTTP MCP server. Only for custom/HTTP servers.
- [Update MCP server access settings](https://docs.connie.ai/api-reference/mcp-registry/update-mcp-server-access-settings.md): Normalizes specific_users → specific. Only creator can modify.
- [List tools for an MCP server](https://docs.connie.ai/api-reference/mcp-tools/list-tools-for-an-mcp-server.md)
- [Bulk update tool enabled states](https://docs.connie.ai/api-reference/mcp-tools/bulk-update-tool-enabled-states.md): Only the server creator can update. Handles per-tool errors gracefully.
- [Get webhook subscription details](https://docs.connie.ai/api-reference/webhooks/get-webhook-subscription-details.md)
- [Receive webhook event](https://docs.connie.ai/api-reference/webhooks/receive-webhook-event.md): Generic inbound webhook handler. Validates HMAC signature if a webhook_secret is configured. Implements 5-minute replay protection. Routes to workflow triggers. Supports credit pre-checks and custom response templates with `{{body.path}}` interpolation.
- [List pages](https://docs.connie.ai/api-reference/pages/list-pages.md): Lists all pages in the workspace that the user has access to. Workspace owners/admins see all pages; members see 'everyone' pages, pages they created, and invited pages. Enriches results with favorites, source counts, and children counts.
- [Create a page](https://docs.connie.ai/api-reference/pages/create-a-page.md): Creates a new page. Maps 'invited' access_type to 'selected_users' in DB. Adds invited users with roles. Automatically adds creator as invited user when access is invited. Broadcasts structure change event.
- [Get page tree (flat list for sidebar)](https://docs.connie.ai/api-reference/pages/get-page-tree-flat-list-for-sidebar.md): Returns flat array of all accessible pages. Client assembles the tree.
- [Get a page](https://docs.connie.ai/api-reference/pages/get-a-page.md): Fetches page with full details including invited users, breadcrumb path, and direct children. Maps DB 'selected_users' to 'invited' in response.
- [Delete a page](https://docs.connie.ai/api-reference/pages/delete-a-page.md): Soft-deletes page and all descendants via BFS traversal. Strips page-mention chips from parent if edit access exists. Broadcasts KB_STRUCTURE_CHANGE per descendant.
- [Update a page](https://docs.connie.ai/api-reference/pages/update-a-page.md): Updates page properties. Validates parent_id cycle prevention. Replaces entire invited_users list if provided. Broadcasts KB_STRUCTURE_CHANGE events. Returns 409 if update would create a cycle.
- [Duplicate a page](https://docs.connie.ai/api-reference/pages/duplicate-a-page.md): Duplicates page and full subtree with pre-generated IDs. Remaps page-mention chip references in bodies. Copies sources and articles in batches. Returns warnings for partial failures.
- [Toggle page favorite status](https://docs.connie.ai/api-reference/pages/toggle-page-favorite-status.md): Atomic toggle via delete-first pattern. Requires view access.
- [Search pages (GET)](https://docs.connie.ai/api-reference/page-search/search-pages-get.md)
- [Search pages (POST)](https://docs.connie.ai/api-reference/page-search/search-pages-post.md): Same as GET — use POST for large query payloads.
- [Generate or improve content with AI](https://docs.connie.ai/api-reference/page-ai/generate-or-improve-content-with-ai.md): Streaming text generation using Claude. Supports improve, shorter, longer, fix_grammar, and simplify actions. Billed as LLM usage. Returns SSE stream of tokens.
- [Bulk delete pages](https://docs.connie.ai/api-reference/page-bulk/bulk-delete-pages.md): Soft-deletes multiple pages with BFS descendant cascade. Validates edit access per page. Max 1000 IDs. Cascades unconditionally on descendants.
- [Bulk move pages](https://docs.connie.ai/api-reference/page-bulk/bulk-move-pages.md): Moves multiple pages to a target folder or root. Validates cycle prevention. Syncs page-mention chips in moved pages' bodies.
- [Upload a page attachment](https://docs.connie.ai/api-reference/page-attachments/upload-a-page-attachment.md): Uploads audio (max 15MB), video (max 100MB), or file (max 50MB) to Supabase storage. Rate-limited per user.
- [Re-host a Notion CDN image](https://docs.connie.ai/api-reference/page-attachments/re-host-a-notion-cdn-image.md): Server-side re-hosts images from Notion CDN to Supabase storage. Validates URL against Notion CDN allowlist. Max 25MB. 15s fetch timeout.
- [Get page as invited user (no workspace context)](https://docs.connie.ai/api-reference/page-sharing/get-page-as-invited-user-no-workspace-context.md): Scoped access for invited users without workspace context. Verifies user in page_users. Returns page detail + content + permissions.
- [Get public page by share token](https://docs.connie.ai/api-reference/page-sharing/get-public-page-by-share-token.md): Public endpoint — no authentication required. Returns page and full descendant subtree (id/name/icon). Content from editable source or concatenated articles.
- [Get a public page by share token](https://docs.connie.ai/api-reference/page-sharing/get-a-public-page-by-share-token.md): Public page access. Validates the page is reachable from the token's root via parent_id walk (max depth 256). Returns page detail with breadcrumb and direct subpages.
- [Get page sharing state](https://docs.connie.ai/api-reference/page-sharing/get-page-sharing-state.md): Returns the page's own access settings plus inherited members from parent pages. The client renders this as the share modal — own members in the primary list, inherited members in a separate "From parent" group.
- [Update page sharing state](https://docs.connie.ai/api-reference/page-sharing/update-page-sharing-state.md): Owner-only. Updates access type, general role, public-sharing toggle, and the invited user list in one call. Inherited members are read-only — they cannot be removed here. Owner row in `page_users` is preserved.
- [List page invites](https://docs.connie.ai/api-reference/page-invites/list-page-invites.md): Lists pending and accepted invites. Filters expired and declined invites.
- [Send a page invite](https://docs.connie.ai/api-reference/page-invites/send-a-page-invite.md): Rate-limited per workspace. If user exists, adds directly to page_users. If new, creates invite with 7-day expiry and sends email.
- [Revoke a page invite](https://docs.connie.ai/api-reference/page-invites/revoke-a-page-invite.md): Revoke a pending invite. `inviteId` is supplied in the request body.
- [Update page invite role](https://docs.connie.ai/api-reference/page-invites/update-page-invite-role.md): Update the role of a pending invite. `inviteId` is supplied in the request body.
- [List inline comments](https://docs.connie.ai/api-reference/page-comments/list-inline-comments.md): Returns every inline (highlight-anchored) comment on the page, ordered by `created_at` ascending. Resolved comments are included; clients filter visually.
- [Create an inline comment](https://docs.connie.ai/api-reference/page-comments/create-an-inline-comment.md): Anchors a new comment to a text range on the page. Either `content` (max 2000 chars) or at least one attachment is required. Mentioned users in the workspace receive a `mention` notification.
- [Delete an inline comment](https://docs.connie.ai/api-reference/page-comments/delete-an-inline-comment.md): Author-only. Deleting a thread root promotes its first reply to root. Runs as a single Postgres transaction via RPC.
- [Update an inline comment](https://docs.connie.ai/api-reference/page-comments/update-an-inline-comment.md): Three mutually-exclusive modes selected by which field is present in the body: `{ reaction }` toggles an emoji reaction, `{ content }` edits the comment text (author only), `{ resolved }` resolves or re-opens.
- [List page articles](https://docs.connie.ai/api-reference/page-articles/list-page-articles.md): Paginated article list with search support across title and body.
- [Get a single article](https://docs.connie.ai/api-reference/page-articles/get-a-single-article.md): Fetches article with all chunks reconstructed from source_url grouping.
- [List projects](https://docs.connie.ai/api-reference/projects/list-projects.md): Returns the workspace's projects, most-recently-edited first. Soft-deleted projects are excluded. Each row carries `is_favorited` for the current user. Contained-artifact counts are not included — fetch those from the per-artifact APIs with `?project_id=`.
- [Create a project](https://docs.connie.ai/api-reference/projects/create-a-project.md): Creates a project. `name` is the only required field; `description` and `instructions` can be added later via PATCH. `created_by` is taken from the authenticated user and cannot be overridden.
- [Get a project](https://docs.connie.ai/api-reference/projects/get-a-project.md): Single project lookup. Returns a structured `403 access_denied` (with owner name and pending-request flag) when the caller is a workspace member who lacks access to a restricted project, rather than a 404.
- [Delete a project](https://docs.connie.ai/api-reference/projects/delete-a-project.md): Soft-deletes the project (flips `is_deleted`) and detaches contained pages, tables, and chats by nulling their `project_id` — the artifacts themselves survive and stay findable in the global overviews. Only the project owner or a workspace admin/owner may delete.
- [Update a project](https://docs.connie.ai/api-reference/projects/update-a-project.md): Sparse update of `name`, `description`, and/or `instructions` — any omitted field is left unchanged. `description`/`instructions` accept an empty string to clear them; `name` cannot be cleared. Requires edit access to the project.
- [List project files](https://docs.connie.ai/api-reference/project-files/list-project-files.md): Returns the project's files newest-first, each with a freshly signed download URL (1-hour TTL — re-fetch rather than persist). Paginated (default 50, max 100). Requires view access.
- [Upload a project file](https://docs.connie.ai/api-reference/project-files/upload-a-project-file.md): Uploads a single file (multipart/form-data, field `file`) to the project. Max 50 MB. Requires edit access. Returns the stored row plus a signed download URL.
- [Delete a project file](https://docs.connie.ai/api-reference/project-files/delete-a-project-file.md): Removes both the stored object and its database row. Requires edit access to the project.
- [List notifications](https://docs.connie.ai/api-reference/notifications/list-notifications.md): Returns paginated notifications for the authenticated user. By default returns active (non-archived, non-dismissed) notifications ordered by created_at descending.
- [Mark all notifications as read](https://docs.connie.ai/api-reference/notifications/mark-all-notifications-as-read.md): Marks all unread, non-dismissed notifications as read for the authenticated user. For approval task notifications, propagates read state across all users assigned to the same task.
- [Mark a notification as read](https://docs.connie.ai/api-reference/notifications/mark-a-notification-as-read.md)
- [Dismiss a notification](https://docs.connie.ai/api-reference/notifications/dismiss-a-notification.md): Dismisses a notification. Does not mark it as read. Dismissed notifications are hidden by default but can be retrieved with include_dismissed=true.
- [List templates](https://docs.connie.ai/api-reference/templates/list-templates.md): Returns workspace templates and public templates. Filterable by type (workflow, table, row). Results include both templates created in the current workspace and globally available public templates.
- [Create a template](https://docs.connie.ai/api-reference/templates/create-a-template.md): Creates a new template from an existing workflow, table, or row. Requires owner, admin, or developer role.
- [Instantiate a template](https://docs.connie.ai/api-reference/templates/instantiate-a-template.md): Creates a new workflow or table from a template. All graph node and edge IDs are remapped to fresh UUIDs so the new instance is fully independent of the source. Returns both the new table entity and the remapped workflow graph. The caller must PUT the graph to `/api/workflows/{id}/graph` to persist…
- [Get credit balance](https://docs.connie.ai/api-reference/credits/get-credit-balance.md): Returns the workspace's available credit balance, plan tier (machine identifier), and display plan name. Available to all workspace members.
- [List workspace members](https://docs.connie.ai/api-reference/members/list-workspace-members.md)
- [List workspace files](https://docs.connie.ai/api-reference/files/list-workspace-files.md)
- [Upload a file](https://docs.connie.ai/api-reference/files/upload-a-file.md)
- [Delete a workspace file](https://docs.connie.ai/api-reference/files/delete-a-workspace-file.md)
- [List tool accounts](https://docs.connie.ai/api-reference/tool-accounts/list-tool-accounts.md): Returns integration accounts (Slack, GitHub, LinkedIn, etc.) with RLS-filtered access control based on access_mode.
- [Proxy a request to a connected tool API](https://docs.connie.ai/api-reference/tool-accounts/proxy-a-request-to-a-connected-tool-api.md): Proxies an authenticated request to the connected tool (e.g. Slack API).
- [List approval tasks](https://docs.connie.ai/api-reference/approvals/list-approval-tasks.md): Lists workflow approval tasks with enriched metadata including whether the current user can approve and whether they have already acted.
- [Approve or reject a task](https://docs.connie.ai/api-reference/approvals/approve-or-reject-a-task.md)

## OpenAPI Specs

- [ai-brain](/openapi/ai-brain.yaml)
- [billing](/openapi/billing.yaml)
- [calls](/openapi/calls.yaml)
- [crm](/openapi/crm.yaml)
- [flows](/openapi/flows.yaml)
- [inbox](/openapi/inbox.yaml)
- [notifications](/openapi/notifications.yaml)
- [pages](/openapi/pages.yaml)
- [projects](/openapi/projects.yaml)
- [templates](/openapi/templates.yaml)
- [tools](/openapi/tools.yaml)
- [workspace](/openapi/workspace.yaml)


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