MCP Tool Reference (beta)

The Chamelio MCP server exposes 17 tools. Every tool runs as the signed-in user. Most tools mirror a REST endpoint, linked in each section, where you can find the full response shape.

Group	Tools
Workflows	`list_workflows`, `get_workflow_schema`, `initiate_workflow`
Tasks	`list_tasks`, `get_task`
Files	`get_signed_documents`, `download_file`
Users	`list_users`, `get_current_user`
Knowledge Center	`search_documents`, `get_document`, `list_document_types`, `list_org_fields`
Search	`global_search`
Agent	`ask_chamelio_agent`, `follow_up_with_chamelio_agent`, `respond_to_agent_approval`

Workflows

`list_workflows`

Read. List the workflows the user may see or request, with their ID and latest version. This is where to start when looking for a workflow_id. Mirrors List Workflows.

Parameter	Type	Default	Description
`active_only`	boolean	`false`	Return only active workflows

`get_workflow_schema`

Read. Get a workflow’s full schema - its variables, steps, and validation rules. Mirrors Get Workflow Schema.

Parameter	Type	Default	Description
`workflow_id`	string	-	The workflow, from `list_workflows`
`version`	string	`"latest"`	A version number, or `latest`

`initiate_workflow`

Write. Start a new run of a workflow. Returns the new task_id and a task_url. Mirrors Initiate Workflow.

Parameter	Type	Default	Description
`workflow_id`	string	-	The workflow to start
`variables`	array	-	One entry per `init_variables` entry in the workflow schema, shaped for that variable’s type. See InputValue types
`version`	string	`"latest"`	A version number, or `latest`
`metadata`	object or null	`null`	Optional string key-value pairs stored with the task

This creates a real task that people will be asked to act on. The assistant is instructed to confirm the values with you before calling it.

Tasks

`list_tasks`

Read. List the tasks (workflow runs) the user may see, newest first, as a summary per task. Mirrors List Tasks.

Parameter	Type	Default	Description
`limit`	integer	`50`	Maximum number of tasks to return
`offset`	integer	`0`	Number of tasks to skip
`status`	string or null	`null`	Filter by task status, for example `in_progress`
`include_inactive`	boolean	`false`	Include inactive tasks

`get_task`

Read. Get one task’s full state: its status, workflow, steps, step runs, and collected variable values. Mirrors Get Task.

Parameter	Type	Default	Description
`task_id`	integer	-	The task, from `list_tasks` or `global_search`

Files

`get_signed_documents`

Read. List the signed documents produced by a completed task’s signature steps, with a download URL for each. Available only once the task is completed. Mirrors Get Signed Documents.

Parameter	Type	Default	Description
`task_id`	integer	-	The completed task

`download_file`

Read. Get a time-limited download URL for a file. Returns the URL and its expiry, not the file contents. Mirrors Download File.

Parameter	Type	Default	Description
`file_id`	string	-	The prefixed ID returned by `get_signed_documents`: `document_{id}` or `attachment_{id}`

Users

`list_users`

Read. List the users in your organization, paginated. The list is organization-wide. Mirrors List Users.

Parameter	Type	Default	Description
`limit`	integer	`100`	Maximum number of users to return
`offset`	integer	`0`	Number of users to skip
`include_groups`	boolean	`false`	Also return each user’s group memberships
`only_active`	boolean	`true`	Return only active users

`get_current_user`

Read. Identify the user the session acts as: their name, email, role, organization, and the scopes the token was granted. Takes no parameters.

Knowledge Center

`search_documents`

Read. Search your organization’s documents with structured filters. Results are limited to the document types the user may reach. Mirrors Search Documents, including its filter types and paging rules.

Parameter	Type	Default	Description
`filters`	array or null	`null`	Field, attribute, and group filters. Field IDs come from `list_org_fields`; attribute IDs (`<name>_<type>`) from `list_org_fields` with `include_attributes`
`limit`	integer	`100`	Maximum number of documents to return
`offset`	integer	`0`	Number of documents to skip
`last_updated_at`	string or null	`null`	Cursor for incremental fetching by update time
`last_created_at`	string or null	`null`	Cursor for incremental fetching by creation time

`get_document`

Read. Get one document’s fields, summary, and mapped attributes. Mirrors Get Contract Data.

Parameter	Type	Default	Description
`document_id`	integer	-	The document, from `search_documents` or `global_search`
`include_summary`	boolean	`true`	Include the document summary
`include_attributes`	boolean	`true`	Include mapped attributes
`include_extracted_fields`	boolean	`true`	Include extracted field values

The tool’s defaults differ from the REST endpoint, which returns only extracted fields unless you ask for more.

`list_document_types`

Read. List your organization’s document types, with the IDs to filter on in search_documents. Takes no parameters. Mirrors Get Document Types.

`list_org_fields`

Read. List your organization’s fields with their numeric IDs - the vocabulary for search_documents filters. Mirrors Get Org Fields.

Parameter	Type	Default	Description
`include_attributes`	boolean	`false`	Also return the mapped attribute IDs

Search

`global_search`

Read. Find items by name when there is no ID yet. Searches one category at a time. Omit query to get the most recently updated items in that category. Each hit carries an item_type and an item_id: a flow_task_* ID goes to get_task, a sor_contract ID to get_document. Mirrors Global Search.

Parameter	Type	Default	Description
`category`	string	-	`workflows` (workflow definitions and their tasks), `sor` (contracts), `sor_archive` (archived contracts), or `vault` (files and folders)
`query`	string or null	`null`	Free text to match

Agent

The agent tools hand a question in plain language to the Chamelio agent, which reads the same workflows, tasks, and documents the user can and may run its own tools. Agent runs are much slower than the other tools - often a minute or two.

`ask_chamelio_agent`

Write. Ask the agent a question, starting a new conversation. Use it for questions that span several contracts, comparisons, or work that takes several steps. Returns a session_id. Mirrors Ask the Agent.

Parameter	Type	Default	Description
`prompt`	string	-	The question or task, in plain language
`use_web`	boolean	`false`	Let the agent search the public internet as well

`follow_up_with_chamelio_agent`

Write. Continue an existing agent conversation. The agent keeps the earlier context. Mirrors Continue a Conversation.

Parameter	Type	Default	Description
`session_id`	string	-	The `session_id` from `ask_chamelio_agent`
`prompt`	string	-	The follow-up message

`respond_to_agent_approval`

Write. Allow or refuse a tool the agent is waiting on, and resume its run. Needed only when a previous agent call came back with pending_approval. Mirrors Answer an Approval.

Parameter	Type	Default	Description
`session_id`	string	-	The parked conversation
`source_interaction_id`	string	-	From `pending_approval.source_interaction_id`
`decision`	string	-	`approved` or `rejected`
`reason`	string or null	`null`	Optional explanation shown to the agent

The agent stopped because a person should decide. The assistant is instructed to ask you what you want before answering an approval.

Overview

API Key Access

OAuth App Access

MCP (beta)

Webhooks

Workflows

`list_workflows`

`get_workflow_schema`

`initiate_workflow`

Tasks

`list_tasks`

`get_task`

Files

`get_signed_documents`

`download_file`

Users

`list_users`

`get_current_user`

Knowledge Center

`search_documents`

`get_document`

`list_document_types`

`list_org_fields`

Search

`global_search`

Agent

`ask_chamelio_agent`

`follow_up_with_chamelio_agent`

`respond_to_agent_approval`

​Workflows

​list_workflows

​get_workflow_schema

​initiate_workflow

​Tasks

​list_tasks

​get_task

​Files

​get_signed_documents

​download_file

​Users

​list_users

​get_current_user

​Knowledge Center

​search_documents

​get_document

​list_document_types

​list_org_fields

​Search

​global_search

​Agent

​ask_chamelio_agent

​follow_up_with_chamelio_agent

​respond_to_agent_approval

Workflows

`list_workflows`

`get_workflow_schema`

`initiate_workflow`

Tasks

`list_tasks`

`get_task`

Files

`get_signed_documents`

`download_file`

Users

`list_users`

`get_current_user`

Knowledge Center

`search_documents`

`get_document`

`list_document_types`

`list_org_fields`

Search

`global_search`

Agent

`ask_chamelio_agent`

`follow_up_with_chamelio_agent`

`respond_to_agent_approval`