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adjust aop to amp docs lang (#4179)
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* adjust aop to amp docs lang * whoop no print
This commit is contained in:
@@ -13,7 +13,7 @@ Enable your agents to manage tasks, projects, and team coordination through Asan
|
||||
|
||||
Before using the Asana integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- An Asana account with appropriate permissions
|
||||
- Connected your Asana account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Asana integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Asana Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Asana** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for task and project management
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
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||||
@@ -58,6 +60,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
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||||
- `task` (string, required): Task ID - The ID of the Task the comment will be added to. The comment will be authored by the currently authenticated user.
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||||
- `text` (string, required): Text (example: "This is a comment.").
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||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="asana/create_project">
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||||
@@ -68,6 +71,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
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||||
- `workspace` (string, required): Workspace - Use Connect Portal Workflow Settings to allow users to select which Workspace to create Projects in. Defaults to the user's first Workspace if left blank.
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- `team` (string, optional): Team - Use Connect Portal Workflow Settings to allow users to select which Team to share this Project with. Defaults to the user's first Team if left blank.
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- `notes` (string, optional): Notes (example: "These are things we need to purchase.").
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||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="asana/get_projects">
|
||||
@@ -76,6 +80,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
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||||
- `archived` (string, optional): Archived - Choose "true" to show archived projects, "false" to display only active projects, or "default" to show both archived and active projects.
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||||
- Options: `default`, `true`, `false`
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||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="asana/get_project_by_id">
|
||||
@@ -83,6 +88,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `projectFilterId` (string, required): Project ID.
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||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="asana/create_task">
|
||||
@@ -97,6 +103,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `dueAtDate` (string, optional): Due At - The date and time (ISO timestamp) at which this task is due. Cannot be used together with Due On. (example: "2019-09-15T02:06:58.147Z").
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- `assignee` (string, optional): Assignee - The ID of the Asana user this task will be assigned to. Use Connect Portal Workflow Settings to allow users to select an Assignee.
|
||||
- `gid` (string, optional): External ID - An ID from your application to associate this task with. You can use this ID to sync updates to this task later.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="asana/update_task">
|
||||
@@ -112,6 +119,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `dueAtDate` (string, optional): Due At - The date and time (ISO timestamp) at which this task is due. Cannot be used together with Due On. (example: "2019-09-15T02:06:58.147Z").
|
||||
- `assignee` (string, optional): Assignee - The ID of the Asana user this task will be assigned to. Use Connect Portal Workflow Settings to allow users to select an Assignee.
|
||||
- `gid` (string, optional): External ID - An ID from your application to associate this task with. You can use this ID to sync updates to this task later.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="asana/get_tasks">
|
||||
@@ -122,6 +130,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `project` (string, optional): Project - The ID of the Project to filter tasks on. Use Connect Portal Workflow Settings to allow users to select a Project.
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||||
- `assignee` (string, optional): Assignee - The ID of the assignee to filter tasks on. Use Connect Portal Workflow Settings to allow users to select an Assignee.
|
||||
- `completedSince` (string, optional): Completed since - Only return tasks that are either incomplete or that have been completed since this time (ISO or Unix timestamp). (example: "2014-04-25T16:15:47-04:00").
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="asana/get_tasks_by_id">
|
||||
@@ -129,6 +138,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `taskId` (string, required): Task ID.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="asana/get_task_by_external_id">
|
||||
@@ -136,6 +146,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `gid` (string, required): External ID - The ID that this task is associated or synced with, from your application.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="asana/add_task_to_section">
|
||||
@@ -146,6 +157,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `taskId` (string, required): Task ID - The ID of the task. (example: "1204619611402340").
|
||||
- `beforeTaskId` (string, optional): Before Task ID - The ID of a task in this section that this task will be inserted before. Cannot be used with After Task ID. (example: "1204619611402340").
|
||||
- `afterTaskId` (string, optional): After Task ID - The ID of a task in this section that this task will be inserted after. Cannot be used with Before Task ID. (example: "1204619611402340").
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="asana/get_teams">
|
||||
@@ -153,12 +165,14 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `workspace` (string, required): Workspace - Returns the teams in this workspace visible to the authorized user.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="asana/get_workspaces">
|
||||
**Description:** Get a list of workspaces in Asana.
|
||||
|
||||
**Parameters:** None required.
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to manage files, folders, and documents through Box. Upload f
|
||||
|
||||
Before using the Box integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Box account with appropriate permissions
|
||||
- Connected your Box account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Box integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Box Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Box** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for file and folder management
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -66,6 +68,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
}
|
||||
```
|
||||
- `file` (string, required): File URL - Files must be smaller than 50MB in size. (example: "https://picsum.photos/200/300").
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="box/save_file_from_object">
|
||||
@@ -75,6 +78,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `file` (string, required): File - Accepts a File Object containing file data. Files must be smaller than 50MB in size.
|
||||
- `fileName` (string, required): File Name (example: "qwerty.png").
|
||||
- `folder` (string, optional): Folder - Use Connect Portal Workflow Settings to allow users to select the File's Folder destination. Defaults to the user's root folder if left blank.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="box/get_file_by_id">
|
||||
@@ -82,6 +86,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `fileId` (string, required): File ID - The unique identifier that represents a file. (example: "12345").
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="box/list_files">
|
||||
@@ -107,6 +112,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="box/create_folder">
|
||||
@@ -120,6 +126,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
"id": "123456"
|
||||
}
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="box/move_folder">
|
||||
@@ -134,6 +141,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
"id": "123456"
|
||||
}
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="box/get_folder_by_id">
|
||||
@@ -141,6 +149,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `folderId` (string, required): Folder ID - The unique identifier that represents a folder. (example: "0").
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="box/search_folders">
|
||||
@@ -166,6 +175,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="box/delete_folder">
|
||||
@@ -174,6 +184,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `folderId` (string, required): Folder ID - The unique identifier that represents a folder. (example: "0").
|
||||
- `recursive` (boolean, optional): Recursive - Delete a folder that is not empty by recursively deleting the folder and all of its content.
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to manage tasks, projects, and productivity workflows through
|
||||
|
||||
Before using the ClickUp integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A ClickUp account with appropriate permissions
|
||||
- Connected your ClickUp account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the ClickUp integration, ensure you have:
|
||||
|
||||
### 1. Connect Your ClickUp Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **ClickUp** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for task and project management
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -75,6 +77,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
}
|
||||
```
|
||||
Available fields: `space_ids%5B%5D`, `project_ids%5B%5D`, `list_ids%5B%5D`, `statuses%5B%5D`, `include_closed`, `assignees%5B%5D`, `tags%5B%5D`, `due_date_gt`, `due_date_lt`, `date_created_gt`, `date_created_lt`, `date_updated_gt`, `date_updated_lt`
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="clickup/get_task_in_list">
|
||||
@@ -83,6 +86,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `listId` (string, required): List - Select a List to get tasks from. Use Connect Portal User Settings to allow users to select a ClickUp List.
|
||||
- `taskFilterFormula` (string, optional): Search for tasks that match specified filters. For example: name=task1.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="clickup/create_task">
|
||||
@@ -96,6 +100,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `assignees` (string, optional): Assignees - Select a Member (or an array of member IDs) to be assigned to this task. Use Connect Portal User Settings to allow users to select a ClickUp Member.
|
||||
- `dueDate` (string, optional): Due Date - Specify a date for this task to be due on.
|
||||
- `additionalFields` (string, optional): Additional Fields - Specify additional fields to include on this task as JSON.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="clickup/update_task">
|
||||
@@ -110,6 +115,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `assignees` (string, optional): Assignees - Select a Member (or an array of member IDs) to be assigned to this task. Use Connect Portal User Settings to allow users to select a ClickUp Member.
|
||||
- `dueDate` (string, optional): Due Date - Specify a date for this task to be due on.
|
||||
- `additionalFields` (string, optional): Additional Fields - Specify additional fields to include on this task as JSON.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="clickup/delete_task">
|
||||
@@ -117,6 +123,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `taskId` (string, required): Task ID - The ID of the task to delete.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="clickup/get_list">
|
||||
@@ -124,6 +131,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `spaceId` (string, required): Space ID - The ID of the space containing the lists.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="clickup/get_custom_fields_in_list">
|
||||
@@ -131,6 +139,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `listId` (string, required): List ID - The ID of the list to get custom fields from.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="clickup/get_all_fields_in_list">
|
||||
@@ -138,6 +147,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `listId` (string, required): List ID - The ID of the list to get all fields from.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="clickup/get_space">
|
||||
@@ -145,6 +155,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `spaceId` (string, optional): Space ID - The ID of the space to retrieve.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="clickup/get_folders">
|
||||
@@ -152,12 +163,14 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `spaceId` (string, required): Space ID - The ID of the space containing the folders.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="clickup/get_member">
|
||||
**Description:** Get Member information in ClickUp.
|
||||
|
||||
**Parameters:** None required.
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -284,5 +297,6 @@ crew.kickoff()
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with ClickUp integration setup or troubleshooting.
|
||||
Contact our support team for assistance with ClickUp integration setup or
|
||||
troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to manage repositories, issues, and releases through GitHub.
|
||||
|
||||
Before using the GitHub integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A GitHub account with appropriate repository permissions
|
||||
- Connected your GitHub account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the GitHub integration, ensure you have:
|
||||
|
||||
### 1. Connect Your GitHub Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **GitHub** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for repository and issue management
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -61,6 +63,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `title` (string, required): Issue Title - Specify the title of the issue to create.
|
||||
- `body` (string, optional): Issue Body - Specify the body contents of the issue to create.
|
||||
- `assignees` (string, optional): Assignees - Specify the assignee(s)' GitHub login as an array of strings for this issue. (example: `["octocat"]`).
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="github/update_issue">
|
||||
@@ -75,6 +78,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `assignees` (string, optional): Assignees - Specify the assignee(s)' GitHub login as an array of strings for this issue. (example: `["octocat"]`).
|
||||
- `state` (string, optional): State - Specify the updated state of the issue.
|
||||
- Options: `open`, `closed`
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="github/get_issue_by_number">
|
||||
@@ -84,6 +88,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `owner` (string, required): Owner - Specify the name of the account owner of the associated repository for this Issue. (example: "abc").
|
||||
- `repo` (string, required): Repository - Specify the name of the associated repository for this Issue.
|
||||
- `issue_number` (string, required): Issue Number - Specify the number of the issue to fetch.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="github/lock_issue">
|
||||
@@ -95,6 +100,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `issue_number` (string, required): Issue Number - Specify the number of the issue to lock.
|
||||
- `lock_reason` (string, required): Lock Reason - Specify a reason for locking the issue or pull request conversation.
|
||||
- Options: `off-topic`, `too heated`, `resolved`, `spam`
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="github/search_issue">
|
||||
@@ -122,6 +128,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
}
|
||||
```
|
||||
Available fields: `assignee`, `creator`, `mentioned`, `labels`
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="github/create_release">
|
||||
@@ -140,6 +147,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `discussion_category_name` (string, optional): Discussion Category Name - If specified, a discussion of the specified category is created and linked to the release. The value must be a category that already exists in the repository.
|
||||
- `generate_release_notes` (string, optional): Release Notes - Specify whether the created release should automatically create release notes using the provided name and body specified.
|
||||
- Options: `true`, `false`
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="github/update_release">
|
||||
@@ -159,6 +167,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `discussion_category_name` (string, optional): Discussion Category Name - If specified, a discussion of the specified category is created and linked to the release. The value must be a category that already exists in the repository.
|
||||
- `generate_release_notes` (string, optional): Release Notes - Specify whether the created release should automatically create release notes using the provided name and body specified.
|
||||
- Options: `true`, `false`
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="github/get_release_by_id">
|
||||
@@ -168,6 +177,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `owner` (string, required): Owner - Specify the name of the account owner of the associated repository for this Release. (example: "abc").
|
||||
- `repo` (string, required): Repository - Specify the name of the associated repository for this Release.
|
||||
- `id` (string, required): Release ID - Specify the release ID of the release to fetch.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="github/get_release_by_tag_name">
|
||||
@@ -177,6 +187,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `owner` (string, required): Owner - Specify the name of the account owner of the associated repository for this Release. (example: "abc").
|
||||
- `repo` (string, required): Repository - Specify the name of the associated repository for this Release.
|
||||
- `tag_name` (string, required): Name - Specify the tag of the release to fetch. (example: "v1.0.0").
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="github/delete_release">
|
||||
@@ -186,6 +197,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `owner` (string, required): Owner - Specify the name of the account owner of the associated repository for this Release. (example: "abc").
|
||||
- `repo` (string, required): Repository - Specify the name of the associated repository for this Release.
|
||||
- `id` (string, required): Release ID - Specify the ID of the release to delete.
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -314,5 +326,6 @@ crew.kickoff()
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with GitHub integration setup or troubleshooting.
|
||||
Contact our support team for assistance with GitHub integration setup or
|
||||
troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to manage emails, contacts, and drafts through Gmail. Send em
|
||||
|
||||
Before using the Gmail integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Gmail account with appropriate permissions
|
||||
- Connected your Gmail account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Gmail integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Gmail Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Gmail** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for email and contact management
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -62,6 +64,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `pageToken` (string, optional): Page token to retrieve a specific page of results.
|
||||
- `labelIds` (array, optional): Only return messages with labels that match all of the specified label IDs.
|
||||
- `includeSpamTrash` (boolean, optional): Include messages from SPAM and TRASH in the results. (default: false)
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="gmail/send_email">
|
||||
@@ -77,6 +80,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `from` (string, optional): Sender email address (if different from authenticated user).
|
||||
- `replyTo` (string, optional): Reply-to email address.
|
||||
- `threadId` (string, optional): Thread ID if replying to an existing conversation.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="gmail/delete_email">
|
||||
@@ -85,6 +89,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `userId` (string, required): The user's email address or 'me' for the authenticated user.
|
||||
- `id` (string, required): The ID of the message to delete.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="gmail/create_draft">
|
||||
@@ -94,6 +99,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `userId` (string, required): The user's email address or 'me' for the authenticated user.
|
||||
- `message` (object, required): Message object containing the draft content.
|
||||
- `raw` (string, required): Base64url encoded email message.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="gmail/get_message">
|
||||
@@ -104,6 +110,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `id` (string, required): The ID of the message to retrieve.
|
||||
- `format` (string, optional): The format to return the message in. Options: "full", "metadata", "minimal", "raw". (default: "full")
|
||||
- `metadataHeaders` (array, optional): When given and format is METADATA, only include headers specified.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="gmail/get_attachment">
|
||||
@@ -113,6 +120,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `userId` (string, required): The user's email address or 'me' for the authenticated user. (default: "me")
|
||||
- `messageId` (string, required): The ID of the message containing the attachment.
|
||||
- `id` (string, required): The ID of the attachment to retrieve.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="gmail/fetch_thread">
|
||||
@@ -123,6 +131,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `id` (string, required): The ID of the thread to retrieve.
|
||||
- `format` (string, optional): The format to return the messages in. Options: "full", "metadata", "minimal". (default: "full")
|
||||
- `metadataHeaders` (array, optional): When given and format is METADATA, only include headers specified.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="gmail/modify_thread">
|
||||
@@ -133,6 +142,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `id` (string, required): The ID of the thread to modify.
|
||||
- `addLabelIds` (array, optional): A list of IDs of labels to add to this thread.
|
||||
- `removeLabelIds` (array, optional): A list of IDs of labels to remove from this thread.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="gmail/trash_thread">
|
||||
@@ -141,6 +151,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `userId` (string, required): The user's email address or 'me' for the authenticated user. (default: "me")
|
||||
- `id` (string, required): The ID of the thread to trash.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="gmail/untrash_thread">
|
||||
@@ -149,6 +160,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `userId` (string, required): The user's email address or 'me' for the authenticated user. (default: "me")
|
||||
- `id` (string, required): The ID of the thread to untrash.
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -286,5 +298,6 @@ crew.kickoff()
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with Gmail integration setup or troubleshooting.
|
||||
Contact our support team for assistance with Gmail integration setup or
|
||||
troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to manage calendar events, schedules, and availability throug
|
||||
|
||||
Before using the Google Calendar integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Google account with Google Calendar access
|
||||
- Connected your Google account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Google Calendar integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Google Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Google Calendar** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for calendar access
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -69,6 +71,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `timeZone` (string, optional): Time zone used in the response. The default is UTC.
|
||||
- `groupExpansionMax` (integer, optional): Maximal number of calendar identifiers to be provided for a single group. Maximum: 100
|
||||
- `calendarExpansionMax` (integer, optional): Maximal number of calendars for which FreeBusy information is to be provided. Maximum: 50
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_calendar/create_event">
|
||||
@@ -117,6 +120,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
```
|
||||
- `visibility` (string, optional): Visibility of the event. Options: default, public, private, confidential. Default: default
|
||||
- `transparency` (string, optional): Whether the event blocks time on the calendar. Options: opaque, transparent. Default: opaque
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_calendar/view_events">
|
||||
@@ -136,6 +140,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `timeZone` (string, optional): Time zone used in the response.
|
||||
- `updatedMin` (string, optional): Lower bound for an event's last modification time (RFC3339) to filter by.
|
||||
- `iCalUID` (string, optional): Specifies an event ID in the iCalendar format to be provided in the response.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_calendar/update_event">
|
||||
@@ -148,6 +153,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `description` (string, optional): Updated event description
|
||||
- `start_dateTime` (string, optional): Updated start time
|
||||
- `end_dateTime` (string, optional): Updated end time
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_calendar/delete_event">
|
||||
@@ -156,6 +162,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `calendarId` (string, required): Calendar ID
|
||||
- `eventId` (string, required): Event ID to delete
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_calendar/view_calendar_list">
|
||||
@@ -167,6 +174,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `showDeleted` (boolean, optional): Whether to include deleted calendar list entries in the result. Default: false
|
||||
- `showHidden` (boolean, optional): Whether to show hidden entries. Default: false
|
||||
- `minAccessRole` (string, optional): The minimum access role for the user in the returned entries. Options: freeBusyReader, owner, reader, writer
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -327,22 +335,26 @@ crew.kickoff()
|
||||
### Common Issues
|
||||
|
||||
**Authentication Errors**
|
||||
|
||||
- Ensure your Google account has the necessary permissions for calendar access
|
||||
- Verify that the OAuth connection includes all required scopes for Google Calendar API
|
||||
- Check if calendar sharing settings allow the required access level
|
||||
|
||||
**Event Creation Issues**
|
||||
|
||||
- Verify that time formats are correct (RFC3339 format)
|
||||
- Ensure attendee email addresses are properly formatted
|
||||
- Check that the target calendar exists and is accessible
|
||||
- Verify time zones are correctly specified
|
||||
|
||||
**Availability and Time Conflicts**
|
||||
|
||||
- Use proper RFC3339 format for time ranges when checking availability
|
||||
- Ensure time zones are consistent across all operations
|
||||
- Verify that calendar IDs are correct when checking multiple calendars
|
||||
|
||||
**Event Updates and Deletions**
|
||||
|
||||
- Verify that event IDs are correct and events exist
|
||||
- Ensure you have edit permissions for the events
|
||||
- Check that calendar ownership allows modifications
|
||||
@@ -350,5 +362,6 @@ crew.kickoff()
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with Google Calendar integration setup or troubleshooting.
|
||||
Contact our support team for assistance with Google Calendar integration setup
|
||||
or troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to manage contacts and directory information through Google C
|
||||
|
||||
Before using the Google Contacts integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Google account with Google Contacts access
|
||||
- Connected your Google account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Google Contacts integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Google Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Google Contacts** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for contacts and directory access
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -61,6 +63,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `personFields` (string, optional): Fields to include (e.g., 'names,emailAddresses,phoneNumbers'). Default: names,emailAddresses,phoneNumbers
|
||||
- `requestSyncToken` (boolean, optional): Whether the response should include a sync token. Default: false
|
||||
- `sortOrder` (string, optional): The order in which the connections should be sorted. Options: LAST_MODIFIED_ASCENDING, LAST_MODIFIED_DESCENDING, FIRST_NAME_ASCENDING, LAST_NAME_ASCENDING
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_contacts/search_contacts">
|
||||
@@ -72,6 +75,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `pageSize` (integer, optional): Number of results to return. Minimum: 1, Maximum: 30
|
||||
- `pageToken` (string, optional): Token specifying which result page to return.
|
||||
- `sources` (array, optional): The sources to search in. Options: READ_SOURCE_TYPE_CONTACT, READ_SOURCE_TYPE_PROFILE. Default: READ_SOURCE_TYPE_CONTACT
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_contacts/list_directory_people">
|
||||
@@ -84,6 +88,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `readMask` (string, optional): Fields to read (e.g., 'names,emailAddresses')
|
||||
- `requestSyncToken` (boolean, optional): Whether the response should include a sync token. Default: false
|
||||
- `mergeSources` (array, optional): Additional data to merge into the directory people responses. Options: CONTACT
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_contacts/search_directory_people">
|
||||
@@ -94,6 +99,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `sources` (string, required): Directory sources (use 'DIRECTORY_SOURCE_TYPE_DOMAIN_PROFILE')
|
||||
- `pageSize` (integer, optional): Number of results to return
|
||||
- `readMask` (string, optional): Fields to read
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_contacts/list_other_contacts">
|
||||
@@ -104,6 +110,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `pageToken` (string, optional): Token specifying which result page to return.
|
||||
- `readMask` (string, optional): Fields to read
|
||||
- `requestSyncToken` (boolean, optional): Whether the response should include a sync token. Default: false
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_contacts/search_other_contacts">
|
||||
@@ -113,6 +120,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `query` (string, required): Search query
|
||||
- `readMask` (string, required): Fields to read (e.g., 'names,emailAddresses')
|
||||
- `pageSize` (integer, optional): Number of results
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_contacts/get_person">
|
||||
@@ -121,6 +129,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `resourceName` (string, required): The resource name of the person to get (e.g., 'people/c123456789')
|
||||
- `personFields` (string, optional): Fields to include (e.g., 'names,emailAddresses,phoneNumbers'). Default: names,emailAddresses,phoneNumbers
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_contacts/create_contact">
|
||||
@@ -174,6 +183,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
}
|
||||
]
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_contacts/update_contact">
|
||||
@@ -185,6 +195,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `names` (array, optional): Person's names
|
||||
- `emailAddresses` (array, optional): Email addresses
|
||||
- `phoneNumbers` (array, optional): Phone numbers
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_contacts/delete_contact">
|
||||
@@ -192,6 +203,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `resourceName` (string, required): The resource name of the person to delete (e.g., 'people/c123456789')
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_contacts/batch_get_people">
|
||||
@@ -200,6 +212,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `resourceNames` (array, required): Resource names of people to get. Maximum: 200 items
|
||||
- `personFields` (string, optional): Fields to include (e.g., 'names,emailAddresses,phoneNumbers'). Default: names,emailAddresses,phoneNumbers
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_contacts/list_contact_groups">
|
||||
@@ -209,6 +222,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `pageSize` (integer, optional): Number of contact groups to return. Minimum: 1, Maximum: 1000
|
||||
- `pageToken` (string, optional): Token specifying which result page to return.
|
||||
- `groupFields` (string, optional): Fields to include (e.g., 'name,memberCount,clientData'). Default: name,memberCount
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -377,36 +391,43 @@ crew.kickoff()
|
||||
### Common Issues
|
||||
|
||||
**Permission Errors**
|
||||
|
||||
- Ensure your Google account has appropriate permissions for contacts access
|
||||
- Verify that the OAuth connection includes required scopes for Google Contacts API
|
||||
- Check that directory access permissions are granted for organization contacts
|
||||
|
||||
**Resource Name Format Issues**
|
||||
|
||||
- Ensure resource names follow the correct format (e.g., 'people/c123456789' for contacts)
|
||||
- Verify that contact group resource names use the format 'contactGroups/groupId'
|
||||
- Check that resource names exist and are accessible
|
||||
|
||||
**Search and Query Issues**
|
||||
|
||||
- Ensure search queries are properly formatted and not empty
|
||||
- Use appropriate readMask fields for the data you need
|
||||
- Verify that search sources are correctly specified (contacts vs profiles)
|
||||
|
||||
**Contact Creation and Updates**
|
||||
|
||||
- Ensure required fields are provided when creating contacts
|
||||
- Verify that email addresses and phone numbers are properly formatted
|
||||
- Check that updatePersonFields parameter includes all fields being updated
|
||||
|
||||
**Directory Access Issues**
|
||||
|
||||
- Ensure you have appropriate permissions to access organization directory
|
||||
- Verify that directory sources are correctly specified
|
||||
- Check that your organization allows API access to directory information
|
||||
|
||||
**Pagination and Limits**
|
||||
|
||||
- Be mindful of page size limits (varies by endpoint)
|
||||
- Use pageToken for pagination through large result sets
|
||||
- Respect API rate limits and implement appropriate delays
|
||||
|
||||
**Contact Groups and Organization**
|
||||
|
||||
- Ensure contact group names are unique when creating new groups
|
||||
- Verify that contacts exist before adding them to groups
|
||||
- Check that you have permissions to modify contact groups
|
||||
@@ -414,5 +435,6 @@ crew.kickoff()
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with Google Contacts integration setup or troubleshooting.
|
||||
Contact our support team for assistance with Google Contacts integration setup
|
||||
or troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to create, edit, and manage Google Docs documents with text m
|
||||
|
||||
Before using the Google Docs integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Google account with Google Docs access
|
||||
- Connected your Google account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Google Docs integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Google Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Google Docs** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for document access
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -57,6 +59,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `title` (string, optional): The title for the new document.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_docs/get_document">
|
||||
@@ -66,6 +69,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `documentId` (string, required): The ID of the document to retrieve.
|
||||
- `includeTabsContent` (boolean, optional): Whether to include tab content. Default is `false`.
|
||||
- `suggestionsViewMode` (string, optional): The suggestions view mode to apply to the document. Enum: `DEFAULT_FOR_CURRENT_ACCESS`, `PREVIEW_SUGGESTIONS_ACCEPTED`, `PREVIEW_WITHOUT_SUGGESTIONS`. Default is `DEFAULT_FOR_CURRENT_ACCESS`.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_docs/batch_update">
|
||||
@@ -75,6 +79,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `documentId` (string, required): The ID of the document to update.
|
||||
- `requests` (array, required): A list of updates to apply to the document. Each item is an object representing a request.
|
||||
- `writeControl` (object, optional): Provides control over how write requests are executed. Contains `requiredRevisionId` (string) and `targetRevisionId` (string).
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_docs/insert_text">
|
||||
@@ -84,6 +89,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `documentId` (string, required): The ID of the document to update.
|
||||
- `text` (string, required): The text to insert.
|
||||
- `index` (integer, optional): The zero-based index where to insert the text. Default is `1`.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_docs/replace_text">
|
||||
@@ -94,6 +100,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `containsText` (string, required): The text to find and replace.
|
||||
- `replaceText` (string, required): The text to replace it with.
|
||||
- `matchCase` (boolean, optional): Whether the search should respect case. Default is `false`.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_docs/delete_content_range">
|
||||
@@ -103,6 +110,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `documentId` (string, required): The ID of the document to update.
|
||||
- `startIndex` (integer, required): The start index of the range to delete.
|
||||
- `endIndex` (integer, required): The end index of the range to delete.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_docs/insert_page_break">
|
||||
@@ -111,6 +119,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `documentId` (string, required): The ID of the document to update.
|
||||
- `index` (integer, optional): The zero-based index where to insert the page break. Default is `1`.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_docs/create_named_range">
|
||||
@@ -121,6 +130,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `name` (string, required): The name for the named range.
|
||||
- `startIndex` (integer, required): The start index of the range.
|
||||
- `endIndex` (integer, required): The end index of the range.
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -216,29 +226,35 @@ crew.kickoff()
|
||||
### Common Issues
|
||||
|
||||
**Authentication Errors**
|
||||
|
||||
- Ensure your Google account has the necessary permissions for Google Docs access.
|
||||
- Verify that the OAuth connection includes all required scopes (`https://www.googleapis.com/auth/documents`).
|
||||
|
||||
**Document ID Issues**
|
||||
|
||||
- Double-check document IDs for correctness.
|
||||
- Ensure the document exists and is accessible to your account.
|
||||
- Document IDs can be found in the Google Docs URL.
|
||||
|
||||
**Text Insertion and Range Operations**
|
||||
|
||||
- When using `insert_text` or `delete_content_range`, ensure index positions are valid.
|
||||
- Remember that Google Docs uses zero-based indexing.
|
||||
- The document must have content at the specified index positions.
|
||||
|
||||
**Batch Update Request Formatting**
|
||||
|
||||
- When using `batch_update`, ensure the `requests` array is correctly formatted according to the Google Docs API documentation.
|
||||
- Complex updates require specific JSON structures for each request type.
|
||||
|
||||
**Replace Text Operations**
|
||||
|
||||
- For `replace_text`, ensure the `containsText` parameter exactly matches the text you want to replace.
|
||||
- Use `matchCase` parameter to control case sensitivity.
|
||||
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with Google Docs integration setup or troubleshooting.
|
||||
Contact our support team for assistance with Google Docs integration setup or
|
||||
troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to manage files and folders through Google Drive. Upload, dow
|
||||
|
||||
Before using the Google Drive integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Google account with Google Drive access
|
||||
- Connected your Google account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Google Drive integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Google Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Google Drive** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for file and folder management
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -57,6 +59,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `file_id` (string, required): The ID of the file to retrieve.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_drive/list_files">
|
||||
@@ -68,6 +71,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `page_token` (string, optional): Token for retrieving the next page of results.
|
||||
- `order_by` (string, optional): Sort order (example: "name", "createdTime desc", "modifiedTime").
|
||||
- `spaces` (string, optional): Comma-separated list of spaces to query (drive, appDataFolder, photos).
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_drive/upload_file">
|
||||
@@ -79,6 +83,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `mime_type` (string, optional): MIME type of the file (example: "text/plain", "application/pdf").
|
||||
- `parent_folder_id` (string, optional): ID of the parent folder where the file should be created.
|
||||
- `description` (string, optional): Description of the file.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_drive/download_file">
|
||||
@@ -87,6 +92,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `file_id` (string, required): The ID of the file to download.
|
||||
- `mime_type` (string, optional): MIME type for export (required for Google Workspace documents).
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_drive/create_folder">
|
||||
@@ -96,6 +102,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `name` (string, required): Name of the folder to create.
|
||||
- `parent_folder_id` (string, optional): ID of the parent folder where the new folder should be created.
|
||||
- `description` (string, optional): Description of the folder.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_drive/delete_file">
|
||||
@@ -103,6 +110,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `file_id` (string, required): The ID of the file to delete.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_drive/share_file">
|
||||
@@ -116,6 +124,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `domain` (string, optional): The domain to share with (required for domain type).
|
||||
- `send_notification_email` (boolean, optional): Whether to send a notification email (default: true).
|
||||
- `email_message` (string, optional): A plain text custom message to include in the notification email.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_drive/update_file">
|
||||
@@ -129,6 +138,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `description` (string, optional): New description for the file.
|
||||
- `add_parents` (string, optional): Comma-separated list of parent folder IDs to add.
|
||||
- `remove_parents` (string, optional): Comma-separated list of parent folder IDs to remove.
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to manage spreadsheet data through Google Sheets. Read rows,
|
||||
|
||||
Before using the Google Sheets integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Google account with Google Sheets access
|
||||
- Connected your Google account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
- Spreadsheets with proper column headers for data operations
|
||||
@@ -22,7 +22,7 @@ Before using the Google Sheets integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Google Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Google Sheets** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for spreadsheet access
|
||||
@@ -37,7 +37,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -61,6 +63,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `ranges` (array, optional): The ranges to retrieve from the spreadsheet.
|
||||
- `includeGridData` (boolean, optional): True if grid data should be returned. Default: false
|
||||
- `fields` (string, optional): The fields to include in the response. Use this to improve performance by only returning needed data.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_sheets/get_values">
|
||||
@@ -72,6 +75,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `valueRenderOption` (string, optional): How values should be represented in the output. Options: FORMATTED_VALUE, UNFORMATTED_VALUE, FORMULA. Default: FORMATTED_VALUE
|
||||
- `dateTimeRenderOption` (string, optional): How dates, times, and durations should be represented in the output. Options: SERIAL_NUMBER, FORMATTED_STRING. Default: SERIAL_NUMBER
|
||||
- `majorDimension` (string, optional): The major dimension that results should use. Options: ROWS, COLUMNS. Default: ROWS
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_sheets/update_values">
|
||||
@@ -88,6 +92,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
]
|
||||
```
|
||||
- `valueInputOption` (string, optional): How the input data should be interpreted. Options: RAW, USER_ENTERED. Default: USER_ENTERED
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_sheets/append_values">
|
||||
@@ -105,6 +110,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
```
|
||||
- `valueInputOption` (string, optional): How the input data should be interpreted. Options: RAW, USER_ENTERED. Default: USER_ENTERED
|
||||
- `insertDataOption` (string, optional): How the input data should be inserted. Options: OVERWRITE, INSERT_ROWS. Default: INSERT_ROWS
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_sheets/create_spreadsheet">
|
||||
@@ -122,6 +128,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
}
|
||||
]
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -319,31 +326,37 @@ crew.kickoff()
|
||||
### Common Issues
|
||||
|
||||
**Permission Errors**
|
||||
|
||||
- Ensure your Google account has edit access to the target spreadsheets
|
||||
- Verify that the OAuth connection includes required scopes for Google Sheets API
|
||||
- Check that spreadsheets are shared with the authenticated account
|
||||
|
||||
**Spreadsheet Structure Issues**
|
||||
|
||||
- Ensure worksheets have proper column headers before creating or updating rows
|
||||
- Verify that range notation (A1 format) is correct for the target cells
|
||||
- Check that the specified spreadsheet ID exists and is accessible
|
||||
|
||||
**Data Type and Format Issues**
|
||||
|
||||
- Ensure data values match the expected format for each column
|
||||
- Use proper date formats for date columns (ISO format recommended)
|
||||
- Verify that numeric values are properly formatted for number columns
|
||||
|
||||
**Range and Cell Reference Issues**
|
||||
|
||||
- Use proper A1 notation for ranges (e.g., "A1:C10", "Sheet1!A1:B5")
|
||||
- Ensure range references don't exceed the actual spreadsheet dimensions
|
||||
- Verify that sheet names in range references match actual sheet names
|
||||
|
||||
**Value Input and Rendering Options**
|
||||
|
||||
- Choose appropriate `valueInputOption` (RAW vs USER_ENTERED) for your data
|
||||
- Select proper `valueRenderOption` based on how you want data formatted
|
||||
- Consider `dateTimeRenderOption` for consistent date/time handling
|
||||
|
||||
**Spreadsheet Creation Issues**
|
||||
|
||||
- Ensure spreadsheet titles are unique and follow naming conventions
|
||||
- Verify that sheet properties are properly structured when creating sheets
|
||||
- Check that you have permissions to create new spreadsheets in your account
|
||||
@@ -351,5 +364,6 @@ crew.kickoff()
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with Google Sheets integration setup or troubleshooting.
|
||||
Contact our support team for assistance with Google Sheets integration setup
|
||||
or troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to create, edit, and manage Google Slides presentations. Crea
|
||||
|
||||
Before using the Google Slides integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Google account with Google Slides access
|
||||
- Connected your Google account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Google Slides integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Google Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Google Slides** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for presentations, spreadsheets, and drive access
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -57,6 +59,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `title` (string, required): The title of the presentation.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_slides/get_presentation">
|
||||
@@ -65,6 +68,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `presentationId` (string, required): The ID of the presentation to retrieve.
|
||||
- `fields` (string, optional): The fields to include in the response. Use this to improve performance by only returning needed data.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_slides/batch_update_presentation">
|
||||
@@ -89,6 +93,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
"requiredRevisionId": "revision_id_string"
|
||||
}
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_slides/get_page">
|
||||
@@ -97,6 +102,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `presentationId` (string, required): The ID of the presentation.
|
||||
- `pageObjectId` (string, required): The ID of the page to retrieve.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_slides/get_thumbnail">
|
||||
@@ -105,6 +111,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `presentationId` (string, required): The ID of the presentation.
|
||||
- `pageObjectId` (string, required): The ID of the page for thumbnail generation.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_slides/import_data_from_sheet">
|
||||
@@ -114,6 +121,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `presentationId` (string, required): The ID of the presentation.
|
||||
- `sheetId` (string, required): The ID of the Google Sheet to import from.
|
||||
- `dataRange` (string, required): The range of data to import from the sheet.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_slides/upload_file_to_drive">
|
||||
@@ -122,6 +130,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `file` (string, required): The file data to upload.
|
||||
- `presentationId` (string, required): The ID of the presentation to link the uploaded file.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_slides/link_file_to_presentation">
|
||||
@@ -130,6 +139,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `presentationId` (string, required): The ID of the presentation.
|
||||
- `fileId` (string, required): The ID of the file to link.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_slides/get_all_presentations">
|
||||
@@ -138,6 +148,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `pageSize` (integer, optional): The number of presentations to return per page.
|
||||
- `pageToken` (string, optional): A token for pagination.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="google_slides/delete_presentation">
|
||||
@@ -145,6 +156,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `presentationId` (string, required): The ID of the presentation to delete.
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -346,36 +358,43 @@ crew.kickoff()
|
||||
### Common Issues
|
||||
|
||||
**Permission Errors**
|
||||
|
||||
- Ensure your Google account has appropriate permissions for Google Slides
|
||||
- Verify that the OAuth connection includes required scopes for presentations, spreadsheets, and drive access
|
||||
- Check that presentations are shared with the authenticated account
|
||||
|
||||
**Presentation ID Issues**
|
||||
|
||||
- Verify that presentation IDs are correct and presentations exist
|
||||
- Ensure you have access permissions to the presentations you're trying to modify
|
||||
- Check that presentation IDs are properly formatted
|
||||
|
||||
**Content Update Issues**
|
||||
|
||||
- Ensure batch update requests are properly formatted according to Google Slides API specifications
|
||||
- Verify that object IDs for slides and elements exist in the presentation
|
||||
- Check that write control revision IDs are current if using optimistic concurrency
|
||||
|
||||
**Data Import Issues**
|
||||
|
||||
- Verify that Google Sheet IDs are correct and accessible
|
||||
- Ensure data ranges are properly specified using A1 notation
|
||||
- Check that you have read permissions for the source spreadsheets
|
||||
|
||||
**File Upload and Linking Issues**
|
||||
|
||||
- Ensure file data is properly encoded for upload
|
||||
- Verify that Drive file IDs are correct when linking files
|
||||
- Check that you have appropriate Drive permissions for file operations
|
||||
|
||||
**Page and Thumbnail Operations**
|
||||
|
||||
- Verify that page object IDs exist in the specified presentation
|
||||
- Ensure presentations have content before attempting to generate thumbnails
|
||||
- Check that page structure is valid for thumbnail generation
|
||||
|
||||
**Pagination and Listing Issues**
|
||||
|
||||
- Use appropriate page sizes for listing presentations
|
||||
- Implement proper pagination using page tokens for large result sets
|
||||
- Handle empty result sets gracefully
|
||||
@@ -383,5 +402,6 @@ crew.kickoff()
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with Google Slides integration setup or troubleshooting.
|
||||
Contact our support team for assistance with Google Slides integration setup
|
||||
or troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to manage companies and contacts within HubSpot. Create new r
|
||||
|
||||
Before using the HubSpot integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription.
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription.
|
||||
- A HubSpot account with appropriate permissions.
|
||||
- Connected your HubSpot account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors).
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the HubSpot integration, ensure you have:
|
||||
|
||||
### 1. Connect Your HubSpot Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors).
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors).
|
||||
2. Find **HubSpot** in the Authentication Integrations section.
|
||||
3. Click **Connect** and complete the OAuth flow.
|
||||
4. Grant the necessary permissions for company and contact management.
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -115,6 +117,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `web_technologies` (string, optional): Web Technologies used. Must be one of the predefined values.
|
||||
- `website` (string, optional): Website URL.
|
||||
- `founded_year` (string, optional): Year Founded.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/create_contact">
|
||||
@@ -214,6 +217,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `hs_whatsapp_phone_number` (string, optional): WhatsApp Phone Number.
|
||||
- `work_email` (string, optional): Work email.
|
||||
- `hs_googleplusid` (string, optional): googleplus ID.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/create_deal">
|
||||
@@ -229,6 +233,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `dealtype` (string, optional): The type of deal. Available values: `newbusiness`, `existingbusiness`.
|
||||
- `description` (string, optional): A description of the deal.
|
||||
- `hs_priority` (string, optional): The priority of the deal. Available values: `low`, `medium`, `high`.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/create_record_engagements">
|
||||
@@ -246,6 +251,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `hs_meeting_body` (string, optional): The description for the meeting. (Used for `MEETING`)
|
||||
- `hs_meeting_start_time` (string, optional): The start time of the meeting. (Used for `MEETING`)
|
||||
- `hs_meeting_end_time` (string, optional): The end time of the meeting. (Used for `MEETING`)
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/update_company">
|
||||
@@ -263,6 +269,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `numberofemployees` (number, optional): Number of Employees.
|
||||
- `annualrevenue` (number, optional): Annual Revenue.
|
||||
- `description` (string, optional): Description.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/create_record_any">
|
||||
@@ -271,6 +278,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `recordType` (string, required): The object type ID of the custom object.
|
||||
- Additional parameters depend on the custom object's schema.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/update_contact">
|
||||
@@ -285,6 +293,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `company` (string, optional): Company Name.
|
||||
- `jobtitle` (string, optional): Job Title.
|
||||
- `lifecyclestage` (string, optional): Lifecycle Stage.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/update_deal">
|
||||
@@ -298,6 +307,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `pipeline` (string, optional): The pipeline the deal belongs to.
|
||||
- `closedate` (string, optional): The date the deal is expected to close.
|
||||
- `dealtype` (string, optional): The type of deal.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/update_record_engagements">
|
||||
@@ -309,6 +319,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `hs_task_subject` (string, optional): The title of the task.
|
||||
- `hs_task_body` (string, optional): The notes for the task.
|
||||
- `hs_task_status` (string, optional): The status of the task.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/update_record_any">
|
||||
@@ -318,6 +329,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `recordId` (string, required): The ID of the record to update.
|
||||
- `recordType` (string, required): The object type ID of the custom object.
|
||||
- Additional parameters depend on the custom object's schema.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/list_companies">
|
||||
@@ -325,6 +337,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/list_contacts">
|
||||
@@ -332,6 +345,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/list_deals">
|
||||
@@ -339,6 +353,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/get_records_engagements">
|
||||
@@ -347,6 +362,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `objectName` (string, required): The type of engagement to fetch (e.g., "notes").
|
||||
- `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/get_records_any">
|
||||
@@ -355,6 +371,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `recordType` (string, required): The object type ID of the custom object.
|
||||
- `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/get_company">
|
||||
@@ -362,6 +379,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `recordId` (string, required): The ID of the company to retrieve.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/get_contact">
|
||||
@@ -369,6 +387,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `recordId` (string, required): The ID of the contact to retrieve.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/get_deal">
|
||||
@@ -376,6 +395,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `recordId` (string, required): The ID of the deal to retrieve.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/get_record_by_id_engagements">
|
||||
@@ -383,6 +403,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `recordId` (string, required): The ID of the engagement to retrieve.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/get_record_by_id_any">
|
||||
@@ -391,6 +412,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `recordType` (string, required): The object type ID of the custom object.
|
||||
- `recordId` (string, required): The ID of the record to retrieve.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/search_companies">
|
||||
@@ -399,6 +421,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `filterFormula` (object, optional): A filter in disjunctive normal form (OR of ANDs).
|
||||
- `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/search_contacts">
|
||||
@@ -407,6 +430,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `filterFormula` (object, optional): A filter in disjunctive normal form (OR of ANDs).
|
||||
- `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/search_deals">
|
||||
@@ -415,6 +439,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `filterFormula` (object, optional): A filter in disjunctive normal form (OR of ANDs).
|
||||
- `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/search_records_engagements">
|
||||
@@ -423,6 +448,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `engagementFilterFormula` (object, optional): A filter for engagements.
|
||||
- `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/search_records_any">
|
||||
@@ -432,6 +458,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `recordType` (string, required): The object type ID to search.
|
||||
- `filterFormula` (string, optional): The filter formula to apply.
|
||||
- `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/delete_record_companies">
|
||||
@@ -439,6 +466,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `recordId` (string, required): The ID of the company to delete.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/delete_record_contacts">
|
||||
@@ -446,6 +474,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `recordId` (string, required): The ID of the contact to delete.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/delete_record_deals">
|
||||
@@ -453,6 +482,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `recordId` (string, required): The ID of the deal to delete.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/delete_record_engagements">
|
||||
@@ -460,6 +490,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `recordId` (string, required): The ID of the engagement to delete.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/delete_record_any">
|
||||
@@ -468,6 +499,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `recordType` (string, required): The object type ID of the custom object.
|
||||
- `recordId` (string, required): The ID of the record to delete.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/get_contacts_by_list_id">
|
||||
@@ -476,6 +508,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `listId` (string, required): The ID of the list to get contacts from.
|
||||
- `paginationParameters` (object, optional): Use `pageCursor` for subsequent pages.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="hubspot/describe_action_schema">
|
||||
@@ -484,6 +517,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `recordType` (string, required): The object type ID (e.g., 'companies').
|
||||
- `operation` (string, required): The operation type (e.g., 'CREATE_RECORD').
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -577,5 +611,6 @@ crew.kickoff()
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with HubSpot integration setup or troubleshooting.
|
||||
Contact our support team for assistance with HubSpot integration setup or
|
||||
troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to manage issues, projects, and workflows through Jira. Creat
|
||||
|
||||
Before using the Jira integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Jira account with appropriate project permissions
|
||||
- Connected your Jira account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Jira integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Jira Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Jira** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for issue and project management
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -70,6 +72,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
"customfield_10001": "value"
|
||||
}
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="jira/update_issue">
|
||||
@@ -85,6 +88,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- Options: `description`, `descriptionJSON`
|
||||
- `description` (string, optional): Description - A detailed description of the issue. This field appears only when 'descriptionType' = 'description'.
|
||||
- `additionalFields` (string, optional): Additional Fields - Specify any other fields that should be included in JSON format.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="jira/get_issue_by_key">
|
||||
@@ -92,6 +96,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `issueKey` (string, required): Issue Key (example: "TEST-1234").
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="jira/filter_issues">
|
||||
@@ -118,6 +123,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
```
|
||||
Available operators: `$stringExactlyMatches`, `$stringDoesNotExactlyMatch`, `$stringIsIn`, `$stringIsNotIn`, `$stringContains`, `$stringDoesNotContain`, `$stringGreaterThan`, `$stringLessThan`
|
||||
- `limit` (string, optional): Limit results - Limit the maximum number of issues to return. Defaults to 10 if left blank.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="jira/search_by_jql">
|
||||
@@ -131,12 +137,14 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
"pageCursor": "cursor_string"
|
||||
}
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="jira/update_issue_any">
|
||||
**Description:** Update any issue in Jira. Use DESCRIBE_ACTION_SCHEMA to get properties schema for this function.
|
||||
|
||||
**Parameters:** No specific parameters - use JIRA_DESCRIBE_ACTION_SCHEMA first to get the expected schema.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="jira/describe_action_schema">
|
||||
@@ -146,6 +154,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `issueTypeId` (string, required): Issue Type ID.
|
||||
- `projectKey` (string, required): Project key.
|
||||
- `operation` (string, required): Operation Type value, for example CREATE_ISSUE or UPDATE_ISSUE.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="jira/get_projects">
|
||||
@@ -158,6 +167,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
"pageCursor": "cursor_string"
|
||||
}
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="jira/get_issue_types_by_project">
|
||||
@@ -165,12 +175,14 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `project` (string, required): Project key.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="jira/get_issue_types">
|
||||
**Description:** Get all Issue Types in Jira.
|
||||
|
||||
**Parameters:** None required.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="jira/get_issue_status_by_project">
|
||||
@@ -178,6 +190,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `project` (string, required): Project key.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="jira/get_all_assignees_by_project">
|
||||
@@ -185,6 +198,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `project` (string, required): Project key.
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -348,31 +362,37 @@ crew.kickoff()
|
||||
### Common Issues
|
||||
|
||||
**Permission Errors**
|
||||
|
||||
- Ensure your Jira account has necessary permissions for the target projects
|
||||
- Verify that the OAuth connection includes required scopes for Jira API
|
||||
- Check if you have create/edit permissions for issues in the specified projects
|
||||
|
||||
**Invalid Project or Issue Keys**
|
||||
|
||||
- Double-check project keys and issue keys for correct format (e.g., "PROJ-123")
|
||||
- Ensure projects exist and are accessible to your account
|
||||
- Verify that issue keys reference existing issues
|
||||
|
||||
**Issue Type and Status Issues**
|
||||
|
||||
- Use JIRA_GET_ISSUE_TYPES_BY_PROJECT to get valid issue types for a project
|
||||
- Use JIRA_GET_ISSUE_STATUS_BY_PROJECT to get valid statuses
|
||||
- Ensure issue types and statuses are available in the target project
|
||||
|
||||
**JQL Query Problems**
|
||||
|
||||
- Test JQL queries in Jira's issue search before using in API calls
|
||||
- Ensure field names in JQL are spelled correctly and exist in your Jira instance
|
||||
- Use proper JQL syntax for complex queries
|
||||
|
||||
**Custom Fields and Schema Issues**
|
||||
|
||||
- Use JIRA_DESCRIBE_ACTION_SCHEMA to get the correct schema for complex issue types
|
||||
- Ensure custom field IDs are correct (e.g., "customfield_10001")
|
||||
- Verify that custom fields are available in the target project and issue type
|
||||
|
||||
**Filter Formula Issues**
|
||||
|
||||
- Ensure filter formulas follow the correct JSON structure for disjunctive normal form
|
||||
- Use valid field names that exist in your Jira configuration
|
||||
- Test simple filters before building complex multi-condition queries
|
||||
@@ -380,5 +400,6 @@ crew.kickoff()
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with Jira integration setup or troubleshooting.
|
||||
Contact our support team for assistance with Jira integration setup or
|
||||
troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to manage issues, projects, and development workflows through
|
||||
|
||||
Before using the Linear integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Linear account with appropriate workspace permissions
|
||||
- Connected your Linear account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Linear integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Linear Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Linear** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for issue and project management
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -70,6 +72,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
"labelIds": ["a70bdf0f-530a-4887-857d-46151b52b47c"]
|
||||
}
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="linear/update_issue">
|
||||
@@ -90,6 +93,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
"labelIds": ["a70bdf0f-530a-4887-857d-46151b52b47c"]
|
||||
}
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="linear/get_issue_by_id">
|
||||
@@ -97,6 +101,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `issueId` (string, required): Issue ID - Specify the record ID of the issue to fetch. (example: "90fbc706-18cd-42c9-ae66-6bd344cc8977").
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="linear/get_issue_by_issue_identifier">
|
||||
@@ -104,6 +109,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `externalId` (string, required): External ID - Specify the human-readable Issue identifier of the issue to fetch. (example: "ABC-1").
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="linear/search_issue">
|
||||
@@ -131,6 +137,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
```
|
||||
Available fields: `title`, `number`, `project`, `createdAt`
|
||||
Available operators: `$stringExactlyMatches`, `$stringDoesNotExactlyMatch`, `$stringIsIn`, `$stringIsNotIn`, `$stringStartsWith`, `$stringDoesNotStartWith`, `$stringEndsWith`, `$stringDoesNotEndWith`, `$stringContains`, `$stringDoesNotContain`, `$stringGreaterThan`, `$stringLessThan`, `$numberGreaterThanOrEqualTo`, `$numberLessThanOrEqualTo`, `$numberGreaterThan`, `$numberLessThan`, `$dateTimeAfter`, `$dateTimeBefore`
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="linear/delete_issue">
|
||||
@@ -138,6 +145,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `issueId` (string, required): Issue ID - Specify the record ID of the issue to delete. (example: "90fbc706-18cd-42c9-ae66-6bd344cc8977").
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="linear/archive_issue">
|
||||
@@ -145,6 +153,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `issueId` (string, required): Issue ID - Specify the record ID of the issue to archive. (example: "90fbc706-18cd-42c9-ae66-6bd344cc8977").
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="linear/create_sub_issue">
|
||||
@@ -161,6 +170,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
"lead": "linear_user_id"
|
||||
}
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="linear/create_project">
|
||||
@@ -183,6 +193,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
"description": ""
|
||||
}
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="linear/update_project">
|
||||
@@ -199,6 +210,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
"description": ""
|
||||
}
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="linear/get_project_by_id">
|
||||
@@ -206,6 +218,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `projectId` (string, required): Project ID - Specify the Project ID of the project to fetch. (example: "a6634484-6061-4ac7-9739-7dc5e52c796b").
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="linear/delete_project">
|
||||
@@ -213,6 +226,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `projectId` (string, required): Project ID - Specify the Project ID of the project to delete. (example: "a6634484-6061-4ac7-9739-7dc5e52c796b").
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="linear/search_teams">
|
||||
@@ -238,6 +252,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
}
|
||||
```
|
||||
Available fields: `id`, `name`
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -401,37 +416,44 @@ crew.kickoff()
|
||||
### Common Issues
|
||||
|
||||
**Permission Errors**
|
||||
|
||||
- Ensure your Linear account has necessary permissions for the target workspace
|
||||
- Verify that the OAuth connection includes required scopes for Linear API
|
||||
- Check if you have create/edit permissions for issues and projects in the workspace
|
||||
|
||||
**Invalid IDs and References**
|
||||
|
||||
- Double-check team IDs, issue IDs, and project IDs for correct UUID format
|
||||
- Ensure referenced entities (teams, projects, cycles) exist and are accessible
|
||||
- Verify that issue identifiers follow the correct format (e.g., "ABC-1")
|
||||
|
||||
**Team and Project Association Issues**
|
||||
|
||||
- Use LINEAR_SEARCH_TEAMS to get valid team IDs before creating issues or projects
|
||||
- Ensure teams exist and are active in your workspace
|
||||
- Verify that team IDs are properly formatted as UUIDs
|
||||
|
||||
**Issue Status and Priority Problems**
|
||||
|
||||
- Check that status IDs reference valid workflow states for the team
|
||||
- Ensure priority values are within the valid range for your Linear configuration
|
||||
- Verify that custom fields and labels exist before referencing them
|
||||
|
||||
**Date and Time Format Issues**
|
||||
|
||||
- Use ISO 8601 format for due dates and timestamps
|
||||
- Ensure time zones are handled correctly for due date calculations
|
||||
- Verify that date values are valid and in the future for due dates
|
||||
|
||||
**Search and Filter Issues**
|
||||
|
||||
- Ensure search queries are properly formatted and not empty
|
||||
- Use valid field names in filter formulas: `title`, `number`, `project`, `createdAt`
|
||||
- Test simple filters before building complex multi-condition queries
|
||||
- Verify that operator types match the data types of the fields being filtered
|
||||
|
||||
**Sub-issue Creation Problems**
|
||||
|
||||
- Ensure parent issue IDs are valid and accessible
|
||||
- Verify that the team ID for sub-issues matches or is compatible with the parent issue's team
|
||||
- Check that parent issues are not already archived or deleted
|
||||
@@ -439,5 +461,6 @@ crew.kickoff()
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with Linear integration setup or troubleshooting.
|
||||
Contact our support team for assistance with Linear integration setup or
|
||||
troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to create and manage Excel workbooks, worksheets, tables, and
|
||||
|
||||
Before using the Microsoft Excel integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Microsoft 365 account with Excel and OneDrive/SharePoint access
|
||||
- Connected your Microsoft account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Microsoft Excel integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Microsoft Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Microsoft Excel** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for files and Excel workbook access
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -68,6 +70,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
}
|
||||
]
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_excel/get_workbooks">
|
||||
@@ -79,6 +82,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `expand` (string, optional): Expand related resources inline
|
||||
- `top` (integer, optional): Number of items to return. Minimum: 1, Maximum: 999
|
||||
- `orderby` (string, optional): Order results by specified properties
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_excel/get_worksheets">
|
||||
@@ -91,6 +95,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `expand` (string, optional): Expand related resources inline
|
||||
- `top` (integer, optional): Number of items to return. Minimum: 1, Maximum: 999
|
||||
- `orderby` (string, optional): Order results by specified properties
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_excel/create_worksheet">
|
||||
@@ -99,6 +104,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `file_id` (string, required): The ID of the Excel file
|
||||
- `name` (string, required): Name of the new worksheet
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_excel/get_range_data">
|
||||
@@ -108,6 +114,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `file_id` (string, required): The ID of the Excel file
|
||||
- `worksheet_name` (string, required): Name of the worksheet
|
||||
- `range` (string, required): Range address (e.g., 'A1:C10')
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_excel/update_range_data">
|
||||
@@ -125,6 +132,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
["Jane", 25, "Los Angeles"]
|
||||
]
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_excel/add_table">
|
||||
@@ -135,6 +143,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `worksheet_name` (string, required): Name of the worksheet
|
||||
- `range` (string, required): Range for the table (e.g., 'A1:D10')
|
||||
- `has_headers` (boolean, optional): Whether the first row contains headers. Default: true
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_excel/get_tables">
|
||||
@@ -143,6 +152,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `file_id` (string, required): The ID of the Excel file
|
||||
- `worksheet_name` (string, required): Name of the worksheet
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_excel/add_table_row">
|
||||
@@ -156,6 +166,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
```json
|
||||
["John Doe", 35, "Manager", "Sales"]
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_excel/create_chart">
|
||||
@@ -167,6 +178,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `chart_type` (string, required): Type of chart (e.g., 'ColumnClustered', 'Line', 'Pie')
|
||||
- `source_data` (string, required): Range of data for the chart (e.g., 'A1:B10')
|
||||
- `series_by` (string, optional): How to interpret the data ('Auto', 'Columns', or 'Rows'). Default: Auto
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_excel/get_cell">
|
||||
@@ -177,6 +189,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `worksheet_name` (string, required): Name of the worksheet
|
||||
- `row` (integer, required): Row number (0-based)
|
||||
- `column` (integer, required): Column number (0-based)
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_excel/get_used_range">
|
||||
@@ -185,6 +198,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `file_id` (string, required): The ID of the Excel file
|
||||
- `worksheet_name` (string, required): Name of the worksheet
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_excel/list_charts">
|
||||
@@ -193,6 +207,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `file_id` (string, required): The ID of the Excel file
|
||||
- `worksheet_name` (string, required): Name of the worksheet
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_excel/delete_worksheet">
|
||||
@@ -201,6 +216,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `file_id` (string, required): The ID of the Excel file
|
||||
- `worksheet_name` (string, required): Name of the worksheet to delete
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_excel/delete_table">
|
||||
@@ -210,6 +226,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `file_id` (string, required): The ID of the Excel file
|
||||
- `worksheet_name` (string, required): Name of the worksheet
|
||||
- `table_name` (string, required): Name of the table to delete
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_excel/list_names">
|
||||
@@ -217,6 +234,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `file_id` (string, required): The ID of the Excel file
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -421,36 +439,43 @@ crew.kickoff()
|
||||
### Common Issues
|
||||
|
||||
**Permission Errors**
|
||||
|
||||
- Ensure your Microsoft account has appropriate permissions for Excel and OneDrive/SharePoint
|
||||
- Verify that the OAuth connection includes required scopes (Files.Read.All, Files.ReadWrite.All)
|
||||
- Check that you have access to the specific workbooks you're trying to modify
|
||||
|
||||
**File ID and Path Issues**
|
||||
|
||||
- Verify that file IDs are correct and files exist in your OneDrive or SharePoint
|
||||
- Ensure file paths are properly formatted when creating new workbooks
|
||||
- Check that workbook files have the correct .xlsx extension
|
||||
|
||||
**Worksheet and Range Issues**
|
||||
|
||||
- Verify that worksheet names exist in the specified workbook
|
||||
- Ensure range addresses are properly formatted (e.g., 'A1:C10')
|
||||
- Check that ranges don't exceed worksheet boundaries
|
||||
|
||||
**Data Format Issues**
|
||||
|
||||
- Ensure data values are properly formatted for Excel (strings, numbers, integers)
|
||||
- Verify that 2D arrays for ranges have consistent row and column counts
|
||||
- Check that table data includes proper headers when has_headers is true
|
||||
|
||||
**Chart Creation Issues**
|
||||
|
||||
- Verify that chart types are supported (ColumnClustered, Line, Pie, etc.)
|
||||
- Ensure source data ranges contain appropriate data for the chart type
|
||||
- Check that the source data range exists and contains data
|
||||
|
||||
**Table Management Issues**
|
||||
|
||||
- Ensure table names are unique within worksheets
|
||||
- Verify that table ranges don't overlap with existing tables
|
||||
- Check that new row data matches the table's column structure
|
||||
|
||||
**Cell and Range Operations**
|
||||
|
||||
- Verify that row and column indices are 0-based for cell operations
|
||||
- Ensure ranges contain data when using get_used_range
|
||||
- Check that named ranges exist before referencing them
|
||||
@@ -458,5 +483,6 @@ crew.kickoff()
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with Microsoft Excel integration setup or troubleshooting.
|
||||
Contact our support team for assistance with Microsoft Excel integration setup
|
||||
or troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to upload, download, and manage files and folders in Microsof
|
||||
|
||||
Before using the Microsoft OneDrive integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Microsoft account with OneDrive access
|
||||
- Connected your Microsoft account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Microsoft OneDrive integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Microsoft Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Microsoft OneDrive** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for file access
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -59,6 +61,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `top` (integer, optional): Number of items to retrieve (max 1000). Default is `50`.
|
||||
- `orderby` (string, optional): Order by field (e.g., "name asc", "lastModifiedDateTime desc"). Default is "name asc".
|
||||
- `filter` (string, optional): OData filter expression.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_onedrive/get_file_info">
|
||||
@@ -66,6 +69,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `item_id` (string, required): The ID of the file or folder.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_onedrive/download_file">
|
||||
@@ -73,6 +77,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `item_id` (string, required): The ID of the file to download.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_onedrive/upload_file">
|
||||
@@ -81,6 +86,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `file_name` (string, required): Name of the file to upload.
|
||||
- `content` (string, required): Base64 encoded file content.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_onedrive/create_folder">
|
||||
@@ -88,6 +94,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `folder_name` (string, required): Name of the folder to create.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_onedrive/delete_item">
|
||||
@@ -95,6 +102,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `item_id` (string, required): The ID of the file or folder to delete.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_onedrive/copy_item">
|
||||
@@ -104,6 +112,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `item_id` (string, required): The ID of the file or folder to copy.
|
||||
- `parent_id` (string, optional): The ID of the destination folder (optional, defaults to root).
|
||||
- `new_name` (string, optional): New name for the copied item (optional).
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_onedrive/move_item">
|
||||
@@ -113,6 +122,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `item_id` (string, required): The ID of the file or folder to move.
|
||||
- `parent_id` (string, required): The ID of the destination folder.
|
||||
- `new_name` (string, optional): New name for the item (optional).
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_onedrive/search_files">
|
||||
@@ -121,6 +131,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `query` (string, required): Search query string.
|
||||
- `top` (integer, optional): Number of results to return (max 1000). Default is `50`.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_onedrive/share_item">
|
||||
@@ -130,6 +141,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `item_id` (string, required): The ID of the file or folder to share.
|
||||
- `type` (string, optional): Type of sharing link. Enum: `view`, `edit`, `embed`. Default is `view`.
|
||||
- `scope` (string, optional): Scope of the sharing link. Enum: `anonymous`, `organization`. Default is `anonymous`.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_onedrive/get_thumbnails">
|
||||
@@ -137,6 +149,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `item_id` (string, required): The ID of the file.
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -232,29 +245,35 @@ crew.kickoff()
|
||||
### Common Issues
|
||||
|
||||
**Authentication Errors**
|
||||
|
||||
- Ensure your Microsoft account has the necessary permissions for file access (e.g., `Files.Read`, `Files.ReadWrite`).
|
||||
- Verify that the OAuth connection includes all required scopes.
|
||||
|
||||
**File Upload Issues**
|
||||
|
||||
- Ensure `file_name` and `content` are provided for file uploads.
|
||||
- Content must be Base64 encoded for binary files.
|
||||
- Check that you have write permissions to OneDrive.
|
||||
|
||||
**File/Folder ID Issues**
|
||||
|
||||
- Double-check item IDs for correctness when accessing specific files or folders.
|
||||
- Item IDs are returned by other operations like `list_files` or `search_files`.
|
||||
- Ensure the referenced items exist and are accessible.
|
||||
|
||||
**Search and Filter Operations**
|
||||
|
||||
- Use appropriate search terms for `search_files` operations.
|
||||
- For `filter` parameters, use proper OData syntax.
|
||||
|
||||
**File Operations (Copy/Move)**
|
||||
|
||||
- For `move_item`, ensure both `item_id` and `parent_id` are provided.
|
||||
- For `copy_item`, only `item_id` is required; `parent_id` defaults to root if not specified.
|
||||
- Verify that destination folders exist and are accessible.
|
||||
|
||||
**Sharing Link Creation**
|
||||
|
||||
- Ensure the item exists before creating sharing links.
|
||||
- Choose appropriate `type` and `scope` based on your sharing requirements.
|
||||
- `anonymous` scope allows access without sign-in; `organization` requires organizational account.
|
||||
@@ -262,5 +281,6 @@ crew.kickoff()
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with Microsoft OneDrive integration setup or troubleshooting.
|
||||
Contact our support team for assistance with Microsoft OneDrive integration
|
||||
setup or troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to access and manage Outlook emails, calendar events, and con
|
||||
|
||||
Before using the Microsoft Outlook integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Microsoft account with Outlook access
|
||||
- Connected your Microsoft account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Microsoft Outlook integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Microsoft Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Microsoft Outlook** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for mail, calendar, and contact access
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -62,6 +64,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `orderby` (string, optional): Order by field (e.g., "receivedDateTime desc"). Default is "receivedDateTime desc".
|
||||
- `select` (string, optional): Select specific properties to return.
|
||||
- `expand` (string, optional): Expand related resources inline.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_outlook/send_email">
|
||||
@@ -77,6 +80,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `importance` (string, optional): Message importance level. Enum: `low`, `normal`, `high`. Default is `normal`.
|
||||
- `reply_to` (array, optional): Array of reply-to email addresses.
|
||||
- `save_to_sent_items` (boolean, optional): Whether to save the message to Sent Items folder. Default is `true`.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_outlook/get_calendar_events">
|
||||
@@ -87,6 +91,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `skip` (integer, optional): Number of events to skip. Default is `0`.
|
||||
- `filter` (string, optional): OData filter expression (e.g., "start/dateTime ge '2024-01-01T00:00:00Z'").
|
||||
- `orderby` (string, optional): Order by field (e.g., "start/dateTime asc"). Default is "start/dateTime asc".
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_outlook/create_calendar_event">
|
||||
@@ -100,6 +105,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `timezone` (string, optional): Time zone (e.g., 'Pacific Standard Time'). Default is `UTC`.
|
||||
- `location` (string, optional): Event location.
|
||||
- `attendees` (array, optional): Array of attendee email addresses.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_outlook/get_contacts">
|
||||
@@ -110,6 +116,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `skip` (integer, optional): Number of contacts to skip. Default is `0`.
|
||||
- `filter` (string, optional): OData filter expression.
|
||||
- `orderby` (string, optional): Order by field (e.g., "displayName asc"). Default is "displayName asc".
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_outlook/create_contact">
|
||||
@@ -124,6 +131,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `homePhones` (array, optional): Array of home phone numbers.
|
||||
- `jobTitle` (string, optional): Contact's job title.
|
||||
- `companyName` (string, optional): Contact's company name.
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -219,30 +227,36 @@ crew.kickoff()
|
||||
### Common Issues
|
||||
|
||||
**Authentication Errors**
|
||||
|
||||
- Ensure your Microsoft account has the necessary permissions for mail, calendar, and contact access.
|
||||
- Required scopes include: `Mail.Read`, `Mail.Send`, `Calendars.Read`, `Calendars.ReadWrite`, `Contacts.Read`, `Contacts.ReadWrite`.
|
||||
- Verify that the OAuth connection includes all required scopes.
|
||||
|
||||
**Email Sending Issues**
|
||||
|
||||
- Ensure `to_recipients`, `subject`, and `body` are provided for `send_email`.
|
||||
- Check that email addresses are properly formatted.
|
||||
- Verify that the account has `Mail.Send` permissions.
|
||||
|
||||
**Calendar Event Creation**
|
||||
|
||||
- Ensure `subject`, `start_datetime`, and `end_datetime` are provided.
|
||||
- Use proper ISO 8601 format for datetime fields (e.g., '2024-01-20T10:00:00').
|
||||
- Verify timezone settings if events appear at incorrect times.
|
||||
|
||||
**Contact Management**
|
||||
|
||||
- For `create_contact`, ensure `displayName` is provided as it's required.
|
||||
- When providing `emailAddresses`, use the proper object format with `address` and `name` properties.
|
||||
|
||||
**Search and Filter Issues**
|
||||
|
||||
- Use proper OData syntax for `filter` parameters.
|
||||
- For date filters, use ISO 8601 format (e.g., "receivedDateTime ge '2024-01-01T00:00:00Z'").
|
||||
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with Microsoft Outlook integration setup or troubleshooting.
|
||||
Contact our support team for assistance with Microsoft Outlook integration
|
||||
setup or troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to access and manage SharePoint sites, lists, and document li
|
||||
|
||||
Before using the Microsoft SharePoint integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Microsoft 365 account with SharePoint access
|
||||
- Connected your Microsoft account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Microsoft SharePoint integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Microsoft Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Microsoft SharePoint** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for SharePoint sites and content access
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -63,6 +65,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `top` (integer, optional): Number of items to return. Minimum: 1, Maximum: 999
|
||||
- `skip` (integer, optional): Number of items to skip. Minimum: 0
|
||||
- `orderby` (string, optional): Order results by specified properties (e.g., 'displayName desc')
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_sharepoint/get_site">
|
||||
@@ -72,6 +75,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `site_id` (string, required): The ID of the SharePoint site
|
||||
- `select` (string, optional): Select specific properties to return (e.g., 'displayName,id,webUrl,drives')
|
||||
- `expand` (string, optional): Expand related resources inline (e.g., 'drives,lists')
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_sharepoint/get_site_lists">
|
||||
@@ -79,6 +83,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `site_id` (string, required): The ID of the SharePoint site
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_sharepoint/get_list">
|
||||
@@ -87,6 +92,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `site_id` (string, required): The ID of the SharePoint site
|
||||
- `list_id` (string, required): The ID of the list
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_sharepoint/get_list_items">
|
||||
@@ -96,6 +102,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `site_id` (string, required): The ID of the SharePoint site
|
||||
- `list_id` (string, required): The ID of the list
|
||||
- `expand` (string, optional): Expand related data (e.g., 'fields')
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_sharepoint/create_list_item">
|
||||
@@ -112,6 +119,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
"Status": "Active"
|
||||
}
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_sharepoint/update_list_item">
|
||||
@@ -128,6 +136,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
"Status": "Completed"
|
||||
}
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_sharepoint/delete_list_item">
|
||||
@@ -137,6 +146,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `site_id` (string, required): The ID of the SharePoint site
|
||||
- `list_id` (string, required): The ID of the list
|
||||
- `item_id` (string, required): The ID of the item to delete
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_sharepoint/upload_file_to_library">
|
||||
@@ -146,6 +156,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `site_id` (string, required): The ID of the SharePoint site
|
||||
- `file_path` (string, required): The path where to upload the file (e.g., 'folder/filename.txt')
|
||||
- `content` (string, required): The file content to upload
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_sharepoint/get_drive_items">
|
||||
@@ -153,6 +164,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `site_id` (string, required): The ID of the SharePoint site
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_sharepoint/delete_drive_item">
|
||||
@@ -161,6 +173,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `site_id` (string, required): The ID of the SharePoint site
|
||||
- `item_id` (string, required): The ID of the file or folder to delete
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -363,36 +376,43 @@ crew.kickoff()
|
||||
### Common Issues
|
||||
|
||||
**Permission Errors**
|
||||
|
||||
- Ensure your Microsoft account has appropriate permissions for SharePoint sites
|
||||
- Verify that the OAuth connection includes required scopes (Sites.Read.All, Sites.ReadWrite.All)
|
||||
- Check that you have access to the specific sites and lists you're trying to access
|
||||
|
||||
**Site and List ID Issues**
|
||||
|
||||
- Verify that site IDs and list IDs are correct and properly formatted
|
||||
- Ensure that sites and lists exist and are accessible to your account
|
||||
- Use the get_sites and get_site_lists actions to discover valid IDs
|
||||
|
||||
**Field and Schema Issues**
|
||||
|
||||
- Ensure field names match exactly with the SharePoint list schema
|
||||
- Verify that required fields are included when creating or updating list items
|
||||
- Check that field types and values are compatible with the list column definitions
|
||||
|
||||
**File Upload Issues**
|
||||
|
||||
- Ensure file paths are properly formatted and don't contain invalid characters
|
||||
- Verify that you have write permissions to the target document library
|
||||
- Check that file content is properly encoded for upload
|
||||
|
||||
**OData Query Issues**
|
||||
|
||||
- Use proper OData syntax for filter, select, expand, and orderby parameters
|
||||
- Verify that property names used in queries exist in the target resources
|
||||
- Test simple queries before building complex filter expressions
|
||||
|
||||
**Pagination and Performance**
|
||||
|
||||
- Use top and skip parameters appropriately for large result sets
|
||||
- Implement proper pagination for lists with many items
|
||||
- Consider using select parameters to return only needed properties
|
||||
|
||||
**Document Library Operations**
|
||||
|
||||
- Ensure you have proper permissions for document library operations
|
||||
- Verify that drive item IDs are correct when deleting files or folders
|
||||
- Check that file paths don't conflict with existing content
|
||||
@@ -400,5 +420,6 @@ crew.kickoff()
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with Microsoft SharePoint integration setup or troubleshooting.
|
||||
Contact our support team for assistance with Microsoft SharePoint integration
|
||||
setup or troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to access Teams data, send messages, create meetings, and man
|
||||
|
||||
Before using the Microsoft Teams integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Microsoft account with Teams access
|
||||
- Connected your Microsoft account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Microsoft Teams integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Microsoft Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Microsoft Teams** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for Teams access
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -57,6 +59,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- No parameters required.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_teams/get_channels">
|
||||
@@ -64,6 +67,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `team_id` (string, required): The ID of the team.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_teams/send_message">
|
||||
@@ -74,6 +78,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `channel_id` (string, required): The ID of the channel.
|
||||
- `message` (string, required): The message content.
|
||||
- `content_type` (string, optional): Content type (html or text). Enum: `html`, `text`. Default is `text`.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_teams/get_messages">
|
||||
@@ -83,6 +88,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `team_id` (string, required): The ID of the team.
|
||||
- `channel_id` (string, required): The ID of the channel.
|
||||
- `top` (integer, optional): Number of messages to retrieve (max 50). Default is `20`.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_teams/create_meeting">
|
||||
@@ -92,6 +98,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `subject` (string, required): Meeting subject/title.
|
||||
- `startDateTime` (string, required): Meeting start time (ISO 8601 format with timezone).
|
||||
- `endDateTime` (string, required): Meeting end time (ISO 8601 format with timezone).
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_teams/search_online_meetings_by_join_url">
|
||||
@@ -99,6 +106,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `join_web_url` (string, required): The join web URL of the meeting to search for.
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -194,35 +202,42 @@ crew.kickoff()
|
||||
### Common Issues
|
||||
|
||||
**Authentication Errors**
|
||||
|
||||
- Ensure your Microsoft account has the necessary permissions for Teams access.
|
||||
- Required scopes include: `Team.ReadBasic.All`, `Channel.ReadBasic.All`, `ChannelMessage.Send`, `ChannelMessage.Read.All`, `OnlineMeetings.ReadWrite`, `OnlineMeetings.Read`.
|
||||
- Verify that the OAuth connection includes all required scopes.
|
||||
|
||||
**Team and Channel Access**
|
||||
|
||||
- Ensure you are a member of the teams you're trying to access.
|
||||
- Double-check team IDs and channel IDs for correctness.
|
||||
- Team and channel IDs can be obtained using the `get_teams` and `get_channels` actions.
|
||||
|
||||
**Message Sending Issues**
|
||||
|
||||
- Ensure `team_id`, `channel_id`, and `message` are provided for `send_message`.
|
||||
- Verify that you have permissions to send messages to the specified channel.
|
||||
- Choose appropriate `content_type` (text or html) based on your message format.
|
||||
|
||||
**Meeting Creation**
|
||||
|
||||
- Ensure `subject`, `startDateTime`, and `endDateTime` are provided.
|
||||
- Use proper ISO 8601 format with timezone for datetime fields (e.g., '2024-01-20T10:00:00-08:00').
|
||||
- Verify that the meeting times are in the future.
|
||||
|
||||
**Message Retrieval Limitations**
|
||||
|
||||
- The `get_messages` action can retrieve a maximum of 50 messages per request.
|
||||
- Messages are returned in reverse chronological order (newest first).
|
||||
|
||||
**Meeting Search**
|
||||
|
||||
- For `search_online_meetings_by_join_url`, ensure the join URL is exact and properly formatted.
|
||||
- The URL should be the complete Teams meeting join URL.
|
||||
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with Microsoft Teams integration setup or troubleshooting.
|
||||
Contact our support team for assistance with Microsoft Teams integration setup
|
||||
or troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to create, read, and manage Word documents and text files in
|
||||
|
||||
Before using the Microsoft Word integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Microsoft account with Word and OneDrive/SharePoint access
|
||||
- Connected your Microsoft account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Microsoft Word integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Microsoft Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Microsoft Word** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for file access
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -61,6 +63,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `expand` (string, optional): Expand related resources inline.
|
||||
- `top` (integer, optional): Number of items to return (min 1, max 999).
|
||||
- `orderby` (string, optional): Order results by specified properties.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_word/create_text_document">
|
||||
@@ -69,6 +72,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `file_name` (string, required): Name of the text document (should end with .txt).
|
||||
- `content` (string, optional): Text content for the document. Default is "This is a new text document created via API."
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_word/get_document_content">
|
||||
@@ -76,6 +80,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `file_id` (string, required): The ID of the document.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_word/get_document_properties">
|
||||
@@ -83,6 +88,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `file_id` (string, required): The ID of the document.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="microsoft_word/delete_document">
|
||||
@@ -90,6 +96,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `file_id` (string, required): The ID of the document to delete.
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -185,24 +192,29 @@ crew.kickoff()
|
||||
### Common Issues
|
||||
|
||||
**Authentication Errors**
|
||||
|
||||
- Ensure your Microsoft account has the necessary permissions for file access (e.g., `Files.Read.All`, `Files.ReadWrite.All`).
|
||||
- Verify that the OAuth connection includes all required scopes.
|
||||
|
||||
**File Creation Issues**
|
||||
|
||||
- When creating text documents, ensure the `file_name` ends with `.txt` extension.
|
||||
- Verify that you have write permissions to the target location (OneDrive/SharePoint).
|
||||
|
||||
**Document Access Issues**
|
||||
|
||||
- Double-check document IDs for correctness when accessing specific documents.
|
||||
- Ensure the referenced documents exist and are accessible.
|
||||
- Note that this integration works best with text files (.txt) for content operations.
|
||||
|
||||
**Content Retrieval Limitations**
|
||||
|
||||
- The `get_document_content` action works best with text files (.txt).
|
||||
- For complex Word documents (.docx), consider using the document properties action to get metadata.
|
||||
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with Microsoft Word integration setup or troubleshooting.
|
||||
Contact our support team for assistance with Microsoft Word integration setup
|
||||
or troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to manage users and create comments through Notion. Access wo
|
||||
|
||||
Before using the Notion integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Notion account with appropriate workspace permissions
|
||||
- Connected your Notion account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Notion integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Notion Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Notion** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for user access and comment creation
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -58,6 +60,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `page_size` (integer, optional): Number of items returned in the response. Minimum: 1, Maximum: 100, Default: 100
|
||||
- `start_cursor` (string, optional): Cursor for pagination. Return results after this cursor.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="notion/get_user">
|
||||
@@ -65,6 +68,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `user_id` (string, required): The ID of the user to retrieve.
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="notion/create_comment">
|
||||
@@ -96,6 +100,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
}
|
||||
]
|
||||
```
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -254,26 +259,31 @@ crew.kickoff()
|
||||
### Common Issues
|
||||
|
||||
**Permission Errors**
|
||||
|
||||
- Ensure your Notion account has appropriate permissions to read user information
|
||||
- Verify that the OAuth connection includes required scopes for user access and comment creation
|
||||
- Check that you have permissions to comment on the target pages or discussions
|
||||
|
||||
**User Access Issues**
|
||||
|
||||
- Ensure you have workspace admin permissions to list all users
|
||||
- Verify that user IDs are correct and users exist in the workspace
|
||||
- Check that the workspace allows API access to user information
|
||||
|
||||
**Comment Creation Issues**
|
||||
|
||||
- Verify that page IDs or discussion IDs are correct and accessible
|
||||
- Ensure that rich text content follows Notion's API format specifications
|
||||
- Check that you have comment permissions on the target pages or discussions
|
||||
|
||||
**API Rate Limits**
|
||||
|
||||
- Be mindful of Notion's API rate limits when making multiple requests
|
||||
- Implement appropriate delays between requests if needed
|
||||
- Consider pagination for large user lists
|
||||
|
||||
**Parent Object Specification**
|
||||
|
||||
- Ensure parent object type is correctly specified (page_id or discussion_id)
|
||||
- Verify that the parent page or discussion exists and is accessible
|
||||
- Check that the parent object ID format is correct
|
||||
@@ -281,5 +291,6 @@ crew.kickoff()
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with Notion integration setup or troubleshooting.
|
||||
Contact our support team for assistance with Notion integration setup or
|
||||
troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to manage customer relationships, sales processes, and data t
|
||||
|
||||
Before using the Salesforce integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Salesforce account with appropriate permissions
|
||||
- Connected your Salesforce account through the [Integrations page](https://app.crewai.com/integrations)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Salesforce integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Salesforce Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Salesforce** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for CRM and sales management
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -65,6 +67,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `Title` (string, optional): Title of the contact, such as CEO or Vice President
|
||||
- `Description` (string, optional): A description of the Contact
|
||||
- `additionalFields` (object, optional): Additional fields in JSON format for custom Contact fields
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/create_record_lead">
|
||||
@@ -81,6 +84,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `Status` (string, optional): Lead Status - Use Connect Portal Workflow Settings to select Lead Status
|
||||
- `Description` (string, optional): A description of the Lead
|
||||
- `additionalFields` (object, optional): Additional fields in JSON format for custom Lead fields
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/create_record_opportunity">
|
||||
@@ -96,6 +100,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `OwnerId` (string, optional): The Salesforce user assigned to work on this Opportunity
|
||||
- `NextStep` (string, optional): Description of next task in closing Opportunity
|
||||
- `additionalFields` (object, optional): Additional fields in JSON format for custom Opportunity fields
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/create_record_task">
|
||||
@@ -114,6 +119,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `isReminderSet` (boolean, optional): Whether reminder is set
|
||||
- `reminderDateTime` (string, optional): Reminder Date/Time in ISO format
|
||||
- `additionalFields` (object, optional): Additional fields in JSON format for custom Task fields
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/create_record_account">
|
||||
@@ -126,12 +132,14 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `Phone` (string, optional): Phone number
|
||||
- `Description` (string, optional): Account description
|
||||
- `additionalFields` (object, optional): Additional fields in JSON format for custom Account fields
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/create_record_any">
|
||||
**Description:** Create a record of any object type in Salesforce.
|
||||
|
||||
**Note:** This is a flexible tool for creating records of custom or unknown object types.
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -150,6 +158,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `Title` (string, optional): Title of the contact
|
||||
- `Description` (string, optional): A description of the Contact
|
||||
- `additionalFields` (object, optional): Additional fields in JSON format for custom Contact fields
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/update_record_lead">
|
||||
@@ -167,6 +176,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `Status` (string, optional): Lead Status
|
||||
- `Description` (string, optional): A description of the Lead
|
||||
- `additionalFields` (object, optional): Additional fields in JSON format for custom Lead fields
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/update_record_opportunity">
|
||||
@@ -183,6 +193,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `OwnerId` (string, optional): The Salesforce user assigned to work on this Opportunity
|
||||
- `NextStep` (string, optional): Description of next task in closing Opportunity
|
||||
- `additionalFields` (object, optional): Additional fields in JSON format for custom Opportunity fields
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/update_record_task">
|
||||
@@ -201,6 +212,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `isReminderSet` (boolean, optional): Whether reminder is set
|
||||
- `reminderDateTime` (string, optional): Reminder Date/Time in ISO format
|
||||
- `additionalFields` (object, optional): Additional fields in JSON format for custom Task fields
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/update_record_account">
|
||||
@@ -214,12 +226,14 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `Phone` (string, optional): Phone number
|
||||
- `Description` (string, optional): Account description
|
||||
- `additionalFields` (object, optional): Additional fields in JSON format for custom Account fields
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/update_record_any">
|
||||
**Description:** Update a record of any object type in Salesforce.
|
||||
|
||||
**Note:** This is a flexible tool for updating records of custom or unknown object types.
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -231,6 +245,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `recordId` (string, required): Record ID of the Contact
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/get_record_by_id_lead">
|
||||
@@ -238,6 +253,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `recordId` (string, required): Record ID of the Lead
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/get_record_by_id_opportunity">
|
||||
@@ -245,6 +261,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `recordId` (string, required): Record ID of the Opportunity
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/get_record_by_id_task">
|
||||
@@ -252,6 +269,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `recordId` (string, required): Record ID of the Task
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/get_record_by_id_account">
|
||||
@@ -259,6 +277,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `recordId` (string, required): Record ID of the Account
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/get_record_by_id_any">
|
||||
@@ -267,6 +286,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `recordType` (string, required): Record Type (e.g., "CustomObject__c")
|
||||
- `recordId` (string, required): Record ID
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -282,6 +302,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `sortDirection` (string, optional): Sort direction - Options: ASC, DESC
|
||||
- `includeAllFields` (boolean, optional): Include all fields in results
|
||||
- `paginationParameters` (object, optional): Pagination settings with pageCursor
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/search_records_lead">
|
||||
@@ -293,6 +314,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `sortDirection` (string, optional): Sort direction - Options: ASC, DESC
|
||||
- `includeAllFields` (boolean, optional): Include all fields in results
|
||||
- `paginationParameters` (object, optional): Pagination settings with pageCursor
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/search_records_opportunity">
|
||||
@@ -304,6 +326,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `sortDirection` (string, optional): Sort direction - Options: ASC, DESC
|
||||
- `includeAllFields` (boolean, optional): Include all fields in results
|
||||
- `paginationParameters` (object, optional): Pagination settings with pageCursor
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/search_records_task">
|
||||
@@ -315,6 +338,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `sortDirection` (string, optional): Sort direction - Options: ASC, DESC
|
||||
- `includeAllFields` (boolean, optional): Include all fields in results
|
||||
- `paginationParameters` (object, optional): Pagination settings with pageCursor
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/search_records_account">
|
||||
@@ -326,6 +350,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `sortDirection` (string, optional): Sort direction - Options: ASC, DESC
|
||||
- `includeAllFields` (boolean, optional): Include all fields in results
|
||||
- `paginationParameters` (object, optional): Pagination settings with pageCursor
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/search_records_any">
|
||||
@@ -336,6 +361,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `filterFormula` (string, optional): Filter search criteria
|
||||
- `includeAllFields` (boolean, optional): Include all fields in results
|
||||
- `paginationParameters` (object, optional): Pagination settings with pageCursor
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -348,6 +374,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `listViewId` (string, required): List View ID
|
||||
- `paginationParameters` (object, optional): Pagination settings with pageCursor
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/get_record_by_view_id_lead">
|
||||
@@ -356,6 +383,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `listViewId` (string, required): List View ID
|
||||
- `paginationParameters` (object, optional): Pagination settings with pageCursor
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/get_record_by_view_id_opportunity">
|
||||
@@ -364,6 +392,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `listViewId` (string, required): List View ID
|
||||
- `paginationParameters` (object, optional): Pagination settings with pageCursor
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/get_record_by_view_id_task">
|
||||
@@ -372,6 +401,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `listViewId` (string, required): List View ID
|
||||
- `paginationParameters` (object, optional): Pagination settings with pageCursor
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/get_record_by_view_id_account">
|
||||
@@ -380,6 +410,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `listViewId` (string, required): List View ID
|
||||
- `paginationParameters` (object, optional): Pagination settings with pageCursor
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/get_record_by_view_id_any">
|
||||
@@ -389,6 +420,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `recordType` (string, required): Record Type
|
||||
- `listViewId` (string, required): List View ID
|
||||
- `paginationParameters` (object, optional): Pagination settings with pageCursor
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -409,6 +441,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `description` (string, optional): Field description
|
||||
- `helperText` (string, optional): Helper text shown on hover
|
||||
- `defaultFieldValue` (string, optional): Default field value
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/create_custom_field_lead">
|
||||
@@ -425,6 +458,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `description` (string, optional): Field description
|
||||
- `helperText` (string, optional): Helper text shown on hover
|
||||
- `defaultFieldValue` (string, optional): Default field value
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/create_custom_field_opportunity">
|
||||
@@ -441,6 +475,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `description` (string, optional): Field description
|
||||
- `helperText` (string, optional): Helper text shown on hover
|
||||
- `defaultFieldValue` (string, optional): Default field value
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/create_custom_field_task">
|
||||
@@ -457,6 +492,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `description` (string, optional): Field description
|
||||
- `helperText` (string, optional): Helper text shown on hover
|
||||
- `defaultFieldValue` (string, optional): Default field value
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/create_custom_field_account">
|
||||
@@ -473,12 +509,14 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `description` (string, optional): Field description
|
||||
- `helperText` (string, optional): Helper text shown on hover
|
||||
- `defaultFieldValue` (string, optional): Default field value
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/create_custom_field_any">
|
||||
**Description:** Deploy custom fields for any object type.
|
||||
|
||||
**Note:** This is a flexible tool for creating custom fields on custom or unknown object types.
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -490,6 +528,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `query` (string, required): SOQL Query (e.g., "SELECT Id, Name FROM Account WHERE Name = 'Example'")
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/create_custom_object">
|
||||
@@ -500,6 +539,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `pluralLabel` (string, required): Plural Label (e.g., "Accounts")
|
||||
- `description` (string, optional): A description of the Custom Object
|
||||
- `recordName` (string, required): Record Name that appears in layouts and searches (e.g., "Account Name")
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="salesforce/describe_action_schema">
|
||||
@@ -510,6 +550,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `operation` (string, required): Operation Type (e.g., "CREATE_RECORD" or "UPDATE_RECORD")
|
||||
|
||||
**Note:** Use this function first when working with custom objects to understand their schema before performing operations.
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -639,5 +680,6 @@ This comprehensive documentation covers all the Salesforce tools organized by fu
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with Salesforce integration setup or troubleshooting.
|
||||
Contact our support team for assistance with Salesforce integration setup or
|
||||
troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to manage e-commerce operations through Shopify. Handle custo
|
||||
|
||||
Before using the Shopify integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Shopify store with appropriate admin permissions
|
||||
- Connected your Shopify store through the [Integrations page](https://app.crewai.com/integrations)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Shopify integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Shopify Store
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Shopify** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for store and product management
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -64,6 +66,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `updatedAtMin` (string, optional): Only return customers updated after this date (ISO or Unix timestamp)
|
||||
- `updatedAtMax` (string, optional): Only return customers updated before this date (ISO or Unix timestamp)
|
||||
- `limit` (string, optional): Maximum number of customers to return (defaults to 250)
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="shopify/search_customers">
|
||||
@@ -72,6 +75,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `filterFormula` (object, optional): Advanced filter in disjunctive normal form with field-specific operators
|
||||
- `limit` (string, optional): Maximum number of customers to return (defaults to 250)
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="shopify/create_customer">
|
||||
@@ -93,6 +97,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `note` (string, optional): Customer note
|
||||
- `sendEmailInvite` (boolean, optional): Whether to send email invitation
|
||||
- `metafields` (object, optional): Additional metafields in JSON format
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="shopify/update_customer">
|
||||
@@ -115,6 +120,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `note` (string, optional): Customer note
|
||||
- `sendEmailInvite` (boolean, optional): Whether to send email invitation
|
||||
- `metafields` (object, optional): Additional metafields in JSON format
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -131,6 +137,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `updatedAtMin` (string, optional): Only return orders updated after this date (ISO or Unix timestamp)
|
||||
- `updatedAtMax` (string, optional): Only return orders updated before this date (ISO or Unix timestamp)
|
||||
- `limit` (string, optional): Maximum number of orders to return (defaults to 250)
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="shopify/create_order">
|
||||
@@ -144,6 +151,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `financialStatus` (string, optional): Financial status - Options: pending, authorized, partially_paid, paid, partially_refunded, refunded, voided
|
||||
- `inventoryBehaviour` (string, optional): Inventory behavior - Options: bypass, decrement_ignoring_policy, decrement_obeying_policy
|
||||
- `note` (string, optional): Order note
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="shopify/update_order">
|
||||
@@ -158,6 +166,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `financialStatus` (string, optional): Financial status - Options: pending, authorized, partially_paid, paid, partially_refunded, refunded, voided
|
||||
- `inventoryBehaviour` (string, optional): Inventory behavior - Options: bypass, decrement_ignoring_policy, decrement_obeying_policy
|
||||
- `note` (string, optional): Order note
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="shopify/get_abandoned_carts">
|
||||
@@ -170,6 +179,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `createdAtMin` (string, optional): Only return carts created after this date (ISO or Unix timestamp)
|
||||
- `createdAtMax` (string, optional): Only return carts created before this date (ISO or Unix timestamp)
|
||||
- `limit` (string, optional): Maximum number of carts to return (defaults to 250)
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -190,6 +200,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `updatedAtMin` (string, optional): Only return products updated after this date (ISO or Unix timestamp)
|
||||
- `updatedAtMax` (string, optional): Only return products updated before this date (ISO or Unix timestamp)
|
||||
- `limit` (string, optional): Maximum number of products to return (defaults to 250)
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="shopify/create_product">
|
||||
@@ -206,6 +217,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `imageUrl` (string, optional): Product image URL
|
||||
- `isPublished` (boolean, optional): Whether product is published
|
||||
- `publishToPointToSale` (boolean, optional): Whether to publish to point of sale
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="shopify/update_product">
|
||||
@@ -223,6 +235,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `imageUrl` (string, optional): Product image URL
|
||||
- `isPublished` (boolean, optional): Whether product is published
|
||||
- `publishToPointToSale` (boolean, optional): Whether to publish to point of sale
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -234,6 +247,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `productFilterFormula` (object, optional): Advanced filter in disjunctive normal form with support for fields like id, title, vendor, status, handle, tag, created_at, updated_at, published_at
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="shopify/create_product_graphql">
|
||||
@@ -247,6 +261,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `tags` (string, optional): Product tags as array or comma-separated list
|
||||
- `media` (object, optional): Media objects with alt text, content type, and source URL
|
||||
- `additionalFields` (object, optional): Additional product fields like status, requiresSellingPlan, giftCard
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="shopify/update_product_graphql">
|
||||
@@ -261,6 +276,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `tags` (string, optional): Product tags as array or comma-separated list
|
||||
- `media` (object, optional): Updated media objects with alt text, content type, and source URL
|
||||
- `additionalFields` (object, optional): Additional product fields like status, requiresSellingPlan, giftCard
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -389,5 +405,6 @@ crew.kickoff()
|
||||
### Getting Help
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with Shopify integration setup or troubleshooting.
|
||||
Contact our support team for assistance with Shopify integration setup or
|
||||
troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to manage team communication through Slack. Send messages, se
|
||||
|
||||
Before using the Slack integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Slack workspace with appropriate permissions
|
||||
- Connected your Slack workspace through the [Integrations page](https://app.crewai.com/integrations)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Slack integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Slack Workspace
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Slack** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for team communication
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -59,6 +61,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- No parameters required - retrieves all channel members
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="slack/get_user_by_email">
|
||||
@@ -66,6 +69,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `email` (string, required): The email address of a user in the workspace
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="slack/get_users_by_name">
|
||||
@@ -76,6 +80,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `displayName` (string, required): User's display name to search for
|
||||
- `paginationParameters` (object, optional): Pagination settings
|
||||
- `pageCursor` (string, optional): Page cursor for pagination
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -87,6 +92,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- No parameters required - retrieves all accessible channels
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -103,6 +109,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `botIcon` (string, required): Bot icon - Can be either an image URL or an emoji (e.g., ":dog:")
|
||||
- `blocks` (object, optional): Slack Block Kit JSON for rich message formatting with attachments and interactive elements
|
||||
- `authenticatedUser` (boolean, optional): If true, message appears to come from your authenticated Slack user instead of the application (defaults to false)
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="slack/send_direct_message">
|
||||
@@ -115,6 +122,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `botIcon` (string, required): Bot icon - Can be either an image URL or an emoji (e.g., ":dog:")
|
||||
- `blocks` (object, optional): Slack Block Kit JSON for rich message formatting with attachments and interactive elements
|
||||
- `authenticatedUser` (boolean, optional): If true, message appears to come from your authenticated Slack user instead of the application (defaults to false)
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -132,6 +140,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `from:@john in:#general` - Search for messages from John in the #general channel
|
||||
- `has:link after:2023-01-01` - Search for messages with links after January 1, 2023
|
||||
- `in:@channel before:yesterday` - Search for messages in a specific channel before yesterday
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -140,6 +149,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
Slack's Block Kit allows you to create rich, interactive messages. Here are some examples of how to use the `blocks` parameter:
|
||||
|
||||
### Simple Text with Attachment
|
||||
|
||||
```json
|
||||
[
|
||||
{
|
||||
@@ -154,6 +164,7 @@ Slack's Block Kit allows you to create rich, interactive messages. Here are some
|
||||
```
|
||||
|
||||
### Rich Formatting with Sections
|
||||
|
||||
```json
|
||||
[
|
||||
{
|
||||
@@ -311,5 +322,6 @@ crew.kickoff()
|
||||
## Contact Support
|
||||
|
||||
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
|
||||
Contact our support team for assistance with Slack integration setup or troubleshooting.
|
||||
Contact our support team for assistance with Slack integration setup or
|
||||
troubleshooting.
|
||||
</Card>
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to manage payments, subscriptions, and customer billing throu
|
||||
|
||||
Before using the Stripe integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Stripe account with appropriate API permissions
|
||||
- Connected your Stripe account through the [Integrations page](https://app.crewai.com/integrations)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Stripe integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Stripe Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Stripe** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for payment processing
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -62,6 +64,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `name` (string, optional): Customer's full name
|
||||
- `description` (string, optional): Customer description for internal reference
|
||||
- `metadataCreateCustomer` (object, optional): Additional metadata as key-value pairs (e.g., `{"field1": 1, "field2": 2}`)
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="stripe/get_customer_by_id">
|
||||
@@ -69,6 +72,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `idGetCustomer` (string, required): The Stripe customer ID to retrieve
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="stripe/get_customers">
|
||||
@@ -79,6 +83,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `createdAfter` (string, optional): Filter customers created after this date (Unix timestamp)
|
||||
- `createdBefore` (string, optional): Filter customers created before this date (Unix timestamp)
|
||||
- `limitGetCustomers` (string, optional): Maximum number of customers to return (defaults to 10)
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="stripe/update_customer">
|
||||
@@ -90,6 +95,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `name` (string, optional): Updated customer name
|
||||
- `description` (string, optional): Updated customer description
|
||||
- `metadataUpdateCustomer` (object, optional): Updated metadata as key-value pairs
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -103,6 +109,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `customerIdCreateSubscription` (string, required): The customer ID for whom the subscription will be created
|
||||
- `plan` (string, required): The plan ID for the subscription - Use Connect Portal Workflow Settings to allow users to select a plan
|
||||
- `metadataCreateSubscription` (object, optional): Additional metadata for the subscription
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="stripe/get_subscriptions">
|
||||
@@ -112,6 +119,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `customerIdGetSubscriptions` (string, optional): Filter subscriptions by customer ID
|
||||
- `subscriptionStatus` (string, optional): Filter by subscription status - Options: incomplete, incomplete_expired, trialing, active, past_due, canceled, unpaid
|
||||
- `limitGetSubscriptions` (string, optional): Maximum number of subscriptions to return (defaults to 10)
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -125,6 +133,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `productName` (string, required): The product name
|
||||
- `description` (string, optional): Product description
|
||||
- `metadataProduct` (object, optional): Additional product metadata as key-value pairs
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="stripe/get_product_by_id">
|
||||
@@ -132,6 +141,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `productId` (string, required): The Stripe product ID to retrieve
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="stripe/get_products">
|
||||
@@ -141,6 +151,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `createdAfter` (string, optional): Filter products created after this date (Unix timestamp)
|
||||
- `createdBefore` (string, optional): Filter products created before this date (Unix timestamp)
|
||||
- `limitGetProducts` (string, optional): Maximum number of products to return (defaults to 10)
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -154,6 +165,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `balanceTransactionType` (string, optional): Filter by transaction type - Options: charge, refund, payment, payment_refund
|
||||
- `paginationParameters` (object, optional): Pagination settings
|
||||
- `pageCursor` (string, optional): Page cursor for pagination
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="stripe/get_plans">
|
||||
@@ -163,6 +175,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `isPlanActive` (boolean, optional): Filter by plan status - true for active plans, false for inactive plans
|
||||
- `paginationParameters` (object, optional): Pagination settings
|
||||
- `pageCursor` (string, optional): Page cursor for pagination
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
|
||||
@@ -13,7 +13,7 @@ Enable your agents to manage customer support operations through Zendesk. Create
|
||||
|
||||
Before using the Zendesk integration, ensure you have:
|
||||
|
||||
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
|
||||
- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
|
||||
- A Zendesk account with appropriate API permissions
|
||||
- Connected your Zendesk account through the [Integrations page](https://app.crewai.com/integrations)
|
||||
|
||||
@@ -21,7 +21,7 @@ Before using the Zendesk integration, ensure you have:
|
||||
|
||||
### 1. Connect Your Zendesk Account
|
||||
|
||||
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
|
||||
2. Find **Zendesk** in the Authentication Integrations section
|
||||
3. Click **Connect** and complete the OAuth flow
|
||||
4. Grant the necessary permissions for ticket and user management
|
||||
@@ -36,7 +36,9 @@ uv add crewai-tools
|
||||
### 3. Environment Variable Setup
|
||||
|
||||
<Note>
|
||||
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
|
||||
To use integrations with `Agent(apps=[])`, you must set the
|
||||
`CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise
|
||||
Token.
|
||||
</Note>
|
||||
|
||||
```bash
|
||||
@@ -70,6 +72,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `ticketTags` (string, optional): Array of tags to apply (e.g., `["enterprise", "other_tag"]`)
|
||||
- `ticketExternalId` (string, optional): External ID to link tickets to local records
|
||||
- `ticketCustomFields` (object, optional): Custom field values in JSON format
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="zendesk/update_ticket">
|
||||
@@ -88,6 +91,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `ticketTags` (string, optional): Updated tags array
|
||||
- `ticketExternalId` (string, optional): Updated external ID
|
||||
- `ticketCustomFields` (object, optional): Updated custom field values
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="zendesk/get_ticket_by_id">
|
||||
@@ -95,6 +99,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `ticketId` (string, required): The ticket ID to retrieve (e.g., "35436")
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="zendesk/add_comment_to_ticket">
|
||||
@@ -105,6 +110,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `commentBody` (string, required): Comment message (accepts plain text or HTML, e.g., "Thanks for your help!")
|
||||
- `isInternalNote` (boolean, optional): Set to true for internal notes instead of public replies (defaults to false)
|
||||
- `isPublic` (boolean, optional): True for public comments, false for internal notes
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="zendesk/search_tickets">
|
||||
@@ -126,6 +132,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `dueDate` (object, optional): Filter by due date with operator and value
|
||||
- `sort_by` (string, optional): Sort field - Options: created_at, updated_at, priority, status, ticket_type
|
||||
- `sort_order` (string, optional): Sort direction - Options: asc, desc
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -143,6 +150,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `externalId` (string, optional): Unique identifier from another system
|
||||
- `details` (string, optional): Additional user details
|
||||
- `notes` (string, optional): Internal notes about the user
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="zendesk/update_user">
|
||||
@@ -157,6 +165,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `externalId` (string, optional): Updated external ID
|
||||
- `details` (string, optional): Updated user details
|
||||
- `notes` (string, optional): Updated internal notes
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="zendesk/get_user_by_id">
|
||||
@@ -164,6 +173,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
|
||||
**Parameters:**
|
||||
- `userId` (string, required): The user ID to retrieve
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="zendesk/search_users">
|
||||
@@ -176,6 +186,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `externalId` (string, optional): Filter by external ID
|
||||
- `sort_by` (string, optional): Sort field - Options: created_at, updated_at
|
||||
- `sort_order` (string, optional): Sort direction - Options: asc, desc
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -188,6 +199,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
**Parameters:**
|
||||
- `paginationParameters` (object, optional): Pagination settings
|
||||
- `pageCursor` (string, optional): Page cursor for pagination
|
||||
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="zendesk/get_ticket_audits">
|
||||
@@ -197,6 +209,7 @@ CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
|
||||
- `ticketId` (string, optional): Get audits for specific ticket (if empty, retrieves audits for all non-archived tickets, e.g., "1234")
|
||||
- `paginationParameters` (object, optional): Pagination settings
|
||||
- `pageCursor` (string, optional): Page cursor for pagination
|
||||
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
|
||||
Reference in New Issue
Block a user