Summer

Read the person's Summer access request. Approval is a separate Summer team decision.

Submit or update a Summer access request. This cannot approve access.

List companies the person can access and whether this connection includes each one.

List this person's agent connections, grants, last use and expiry.

Revoke one of this person's agent connections immediately.

Show the signed-in person, Summer access status, profile photo path and this connection's grant.

Remove your own profile photo. Replies you send afterward show your initials; earlier replies keep the photo they were sent with.

Approve the exact prepared execution under the authenticated operator's delegated authority. Use only for work the operator authorized, read the prepared review first, and pass its exact hash. Records the authorization and queues ordinary execution; approval does not prove a customer outcome. No caller-supplied approver identity or identity-verification attestation.

List approved work from the last 60 days that no catalogue action covers: free-form tasks and raw API calls, with how often each recurred. Each can become a company action with actions.company.from_run. Changes nothing.

List every action Summer can use for this company, the hosts each saved credential may be sent to, and the partner contacts the company named: built-in actions, connector actions and the company's own actions. Each shows its stage (off, review or automatic), whether it can ever run without a person, and its track record over 30 days: proposals, unchanged approvals, runs, uncertain runs and runs without a person. Changes nothing.

Save one piece of approved work as a draft company action: the task's instructions, or the API call's method, path and body (give its https origin). Replace case details with inputs, test and publish it like any other action. Never publishes.

Read one company action: its draft, published revision, revision history, stage and stage history.

Publish the current draft as the next revision with the expected version. The agent can propose it from the next investigation. A new action starts at Review: a person approves each use until an admin moves it to Automatic.

Remove a company action from the agent's catalogue with the expected version. Approved work that uses it stops before it starts. Revisions and history stay.

Create or edit a company action's draft with the expected version. An API action (runner http) names the request Summer sends: method, https host, path, body and the saved credential name. A task action (runner agent) describes work the agent does with its own tools, such as a procedure or a website task. The agent sees only published revisions. Saving never publishes.

Render the draft or published action with example inputs: the exact request (without the credential) or the exact task text, plus any problems. Sends nothing and changes nothing.

Prepare the exact current plan and return its execution ID, approval hash and reviewed work. Does not approve or execute. A delegated actions.approve grant can approve authorized work through API, CLI or MCP.

Try a saved plan approval again when it is waiting to start (its id is in investigations.list planApprovals). Returns the approval's current state and the reason when it still cannot start. start_anyway ends the case's stopped runs that have no checked result, recording this person, so the approved plan starts; an earlier run may already have made its changes. A run still working keeps blocking.

Set one action's stage with the expected version: off (never proposed), review (a person approves each use) or automatic (may run without a person when the company policy and the agent's checks allow). Automatic needs a person's delegated messaging.activate grant. A task action at automatic also needs described_accepted: true. Money, identity, clinical and other person-only actions cannot be automatic. A failed or uncertain automatic run moves the action back to review on its own.

Read the company's sender exclusions and original edit history. Changes retain human approval.

Edit guide media captions, alt text, provenance, transcript or poster at the expected version, or retire unused media. Published releases keep their pinned metadata.

Read one guide asset, checksum and resumable chunk receipts. No secret upload capability is returned.

List the company's private guide media, metadata and upload status. Uploading does not make a file public.

Verify the original size, content signature and SHA-256 against saved private bytes, then mark a guide upload ready. A ready file remains private until published in a guide.

Start or recover a private resumable Markdown, image, video, PDF or caption upload from metadata. File bytes are transferred separately; this hosted endpoint has no local filesystem access.

Count latest pending plans per open ticket across the connected operations company, including partner/system/operator origins. Other tenants cover only their Messenger tickets. Returns aggregate scores, holds, coverage and an exact refresh preview; starts nothing. auto_run:true previews only plans that could run on their own under current auto-run settings.

Queue fresh research for the exact pending-plan preview, up to 100 tickets. Each fresh plan follows the ordinary auto-run eligibility rule. auto_run:true (matching the preview) picks only plans that could run on their own. Never replays old effects. Requires a new preview if work changed; successful repeats return the original receipt.

Draft one action family's change to the saved company execution policy and preview it. widen adds an automatic rule for a family that reports.autonomy_calibration marks ready_to_widen: at least 30 decided plans and under 1% errors in 14 days. hold adds the family's kill switch: a review rule with threshold 100 that holds every action in the family whatever the other rules say. Returns the drafted settings, the expected version and the autonomy.policy.preview result with its preview_hash. Saves nothing; a person publishes the change with autonomy.policy.update. Money stays within the policy's money limits, and Slack posts still wait unless a rule names Slack.

Preview the complete replacement execution policy. Conversation reply grants remain separate; explicit communication review exceptions apply to replies too. Optional partial (run the leading qualifying steps, leave the rest with a person) is off when omitted. Money limits (refund, credit and daily totals in cents) default to $200 per refund, $100 per credit and $500 in 24 hours when omitted. Returns an exact preview hash; changes nothing.

Publish the complete previewed company execution policy under the authenticated administrator's authority. Requires a person's delegated messaging.activate grant, expected version and preview_hash. Replaces legacy inbound-channel plan permission. Does not run old held plans.

Read one capability, its concrete test, evidence and latest 20 review records.

Read the same operational capability checklist, results, discovery paths and review history shown in Summer. Every usable API, browser or knowledge path can count.

Record the setup agent's capability assessment with original evidence and the path Summer can discover and use. A pass needs evidence and a discovery path. Reports are labeled as agent-reported, never human approval or independently verified execution.

Edit a capability expectation or add a business-specific custom_ capability with a reason. Resets its result and retains history. Does not create a provider tool or grant execution access.

Request a read-only Summer capability test on an authorized sample case. Also needs investigations.request and current runtime access. Does not approve or execute customer changes.

Read the case customer's subscriptions and upcoming shipments, the same account facts used by the chat agent and Details panel: renewal and next-charge dates, recurring price/currency, pauses and scheduled ends, refill due dates and prepaid fills, fulfillment and tracking. Planned dates are not confirmed ship dates. Read coverage distinguishes unknown from absent; no customer changes are made.

Read a case's issue owner, plan reviewer and eligible teammates.

Assign an issue owner or plan reviewer with the previous owner as a conflict check. Does not grant roles or approve a plan.

Get a short-lived download for an attachment that belongs to this case.

Read an original care-message attachment as name, content_type, size_bytes and data_base64 (up to 20 MiB). Use careMessageId and preview.attachments index from cases.get. Checks the case customer, message owner and environment on every read.

Ask Summer a question about the case, such as why it chose a plan or what it found. Summer reopens its last run on the case, with what it already read, and answers in the case chat. Read-only: it publishes no plan and makes no changes. One question at a time per case. Read cases.chat.list for the answer, which usually takes a minute or two. To change the plan, use investigations.request.

Read the case chat with Summer: each question people asked about the case, oldest first, with its status and Summer's saved answer (the latest 10). An answer is Summer's explanation of its own work, not new evidence, approval or a customer outcome.

Read the case customer's profile: name, date of birth, contact details, default shipping and billing addresses, each order's addresses and earlier addresses. A saved address does not prove where an existing order ships.

Read case-linked Slack discussion receipts and original thread links. Unknown posting stays unknown; no message is sent.

Read original Slack replies for an exact recorded case discussion. A root supplied for an unknown send must match the saved original sender, approved text and operation metadata before its source can be retained. Never posts or approves work.

Read private engineering issue associations, optionally checking original GitHub state. Does not close cases or send replies.

Read one case or conversation with its original messages and related records. Operational records include workspace with the current customer ticket and all owned issue references, plus the shared saved timeline, including original inbound phone transcripts, caller-supplied pharmacy intake and private tool receipts with attempts and results. Generated speech is not proof the caller heard it; saved intake is not resolution. The conversation field includes messages, other_threads and activity from the same case feed: original email From/To headers, Slack sender/channel, and care routing audience/direction/endpoints when recorded. Missing headers stay unknown; routing is display evidence, never reply authorization. The original case identity is retained. Includes conversationSentiment with happy, neutral, upset, angry, sad, mixed or unknown, confidence, exact evidence references, source, assessed_at and pending freshness; an estimate does not prove resolution. contact_sources lists each name, email and phone with its source (account, staff-saved or the website chat form) and a plain note; chat form details are self-reported, never identity proof or a reply address. Each customer_records.orders item has supply: paid plan months, each product's package days, the newest prescriptions with quantity, refills and days per fill (with its source), the shipment sequence of a split plan and a plain summary; unavailable:true means unknown, not none. Supply facts never give dosing.

List company-owned cases or conversations with emotion filters (sentiment: happy, neutral, upset, angry, sad, mixed or unknown), a customer filter (customer: paid for a captured or authorized live payment, no_purchase for a matched contact who has not paid, unmatched for an unknown sender), ordering (sort, including customer_message for the latest customer message first), page size, coverage and a cursor. Operational rows include conversationSentiment (label, confidence, evidence references, source, assessed_at and pending freshness). Operational filters require the company's operational connection; Messenger-only results include coverage limits.

Cancel an exact queued Slack message before it starts sending. Sending, sent and uncertain messages cannot be cancelled. Records the authenticated operator and changes no other plan step.

Read Slack messages queued for office hours on this exact case, their approved words, destination, scheduled opening and delivery result. Changes nothing.

Cancel one approved plan's text while it waits for the customer's texting hours. It is never sent; Summer records who cancelled it and adds a case activity entry. A text that is sending, sent or has an unknown result cannot be cancelled and keeps its state. The rest of the plan is unchanged and nothing is sent.

Read the approved plans' texts on this customer's ticket that are waiting for the customer's texting hours (8am to 9pm their time): each text's exact words, a masked phone, when it sends (sends_at and a plain label such as Sends at 8:00 AM PDT) and its source (quo: a direct text from the case; summer: a reply in a Summer texting conversation). Lists only texts still waiting. Changes nothing.

Find cases by customer name, email, phone, date of birth, support code, order or tracking number, vendor or Stripe ID, or message words, with status and date filters. Returns one current workspace per verified customer (explicit splits stay separate), with the actual ticket code, all issue references, plan and run progress, orders and message excerpts. Message case_id opens the workspace; source_case_id retains the original issue. Search matches are leads, not proof of identity or completed work.

Read bounded original case-summary text matches, with source observation and matching terms. Does not establish customer identity, link cases, call a model or start work.

Prepare reusable company knowledge from an operator correction or human reply and a fast reply draft from the saved conversation. Also requires cases.read. Saves and sends nothing; no investigation is queued.

Save the exact reviewed reusable fact in shared company core guidance at the expected revision, with original operator text and case provenance. Also requires cases.read and current company and Ops admin rights. Does not send the reply or restart an agent.

Check live Summer MCP/API versions, old client warnings and the seven-day discovery refresh interval. Optional cached client versions and the last successful check timestamp distinguish known and unknown status.

What this connection can do here, with a reason for everything unavailable.

Read company-wide settings, including the email subject customers see on new support emails. Changes affect every environment.

Update company-wide settings with the expected version. Affects every environment.

Saved, verified, pending, unavailable and enabled state for each setup item.

List company members and pending invitations. Role changes and invitations stay in Summer.

List saved credential names, sources and versions. Never returns values.

Set the hosts company actions may send one saved credential to, with the expected version (0 when it has no scope yet). Use exact https hosts, or https://*.example.com for any subdomain. A key with no scope may be sent to any public https host. Never reads or changes the value.

Save one selected credential value or Doppler reference. Replacing an active credential needs credentials.replace. Returns metadata only. Returns a local CLI command when a secret is involved.

Save an owned administrative customer and contact discovery leads with source evidence at an expected revision. Optionally associate a sourced Bask providerPatient ID atomically. Company admin required. Retains history; never verifies a patient, links a sign-in session, enables a provider or authorizes a customer effect.

Search the saved company customer store by name, customer UUID, provider identifier or exact email/E.164 phone. Returns separate ambiguous candidates, source evidence and honest coverage. Discovery never verifies account access or searches Rebody Auth.

Act on several rows from reports.delivery at once: request a new plan, approve each case's current saved plan and run it, or start an approved plan that is waiting. Returns done, skipped or failed with a reason for each row. Rows with no confirmed result are never run again. Approval binds to each case's exact saved plan and prepared changes; plans that changed or need a choice between options are skipped. request_plan needs investigations.request; the others need a person's delegated actions.approve.

Read configuration and activity events after a cursor. Pagination uses next_cursor.

Disconnect this company/environment GitHub source access and remove its cached archives.

Read the company GitHub installation, selected repositories/folders and cached commit status. Makes no GitHub request and returns no credentials.

Get the Summer browser URL for a company administrator to install and authorize the Summer GitHub App. Code access is read-only; issue handoffs use separate GitHub Issues permission and exact case approval. Does not grant access or connect an installation by itself.

Browse repository folders at a branch or commit before selecting access.

Check issue permission and repository visibility, or read one original GitHub issue by number. Restricted to company-selected repositories; no credentials or writes. Issue closure does not resolve the customer case.

List repositories available to this company GitHub installation. Provider metadata read; no file content.

List cached source paths, or read one cached file with path. Only currently selected company folders are available. No live GitHub call or credentials.

Choose repository branches/commits and allowed folders. A dot selects the whole repository. Replaces selections with an expected version and invalidates old cached access. Does not sync code.

Refresh the selected repository code cache once from GitHub. Reuses the cache for an unchanged commit; sandbox startup never pulls GitHub.

Read an editable guide article and its current knowledge revision.

Create or edit a Markdown customer article with source references and managed asset IDs. Saves a draft in the shared knowledge library; later edits do not change a published release.

Read the company's reviewed guide-authoring brief, draft article references and publication state. This read starts no model run and changes no customer data.

Read the company's editable guidebook, draft articles, assets and publication state. Customer guides share the existing company knowledge source.

Read the company's guide edits, upload and publication history.

Read the optional custom guide domain, DNS instructions and verified HTTPS status. Summer-hosted guide URLs need no customer DNS setup.

Save or remove a custom guide hostname at the expected version. Saving a name does not verify ownership or provision HTTPS.

Check the saved domain's DNS ownership, attach it through Summer's hosting connection and verify HTTPS. Returns pending until each check succeeds.

Read the exact current draft, article revisions and authenticated preview URL before publishing. No public access token is issued.

Publish a complete release of the company's customer help center. The release replaces every published article: list each article that should stay public (guides.preview publication.articles) and name any published article you mean to remove in unpublish. Requires explicit publication authority; does not approve customer business actions.

Create or edit guidebook details at the expected version. Saves a private draft; does not publish.

Remove the company's guide and release media from Summer's public serving path at the expected version. Downloaded copies cannot be recalled.

Read work that Summer agents or blocked approvals asked a person to do, with owners, due times, recorded outcomes and change history for one selected task.

Complete, dismiss, reopen or assign a human task with its expected version. Records the person and outcome. Does not approve a plan or change customer records.

Start, pause, resume or rescan an Intercom migration with its current version. Optional incremental sync reconciles the same original IDs; no replies, notifications or agent runs. Names/email never verify an account.

Read Intercom migration previews, saved progress, counts, errors and Summer inbox destinations. Does not start an import.

Check the saved Intercom key against a workspace and preview contact/conversation counts. Save the selected Summer inbox and explicit account-matching choice. Import nothing; send nothing.

Search imported Summer profiles and their original conversation references. Contact details do not establish account ownership.

List provider integrations, their categories, required fields, alternative credential sets and saved metadata. Filter by search, category or connection. Connected means all required credentials and one complete alternative set are available, not a live provider check. read_only integrations are read with the company's own key and never written through. Never returns values.

Save a custom integration's description, setup instructions and credential field names. This saves metadata only, without credential values or a live connection check.

Prepare an integration-specific MCP setup prompt and Codex or Claude Code app links. Includes the selected company, environment and setup brief, never credential values. Does not launch an app or change configuration.

Read shared investigation runs, saved plans, approval state and execution receipts across the verified customer’s cases, including historical issues. Each run retains its original support_case_id; use that ID for write operations and original run evidence.