Tools

This page lists every current MCP tool. Names mirror the CLI resource and verb hierarchy in snake case; epismo_case_start corresponds to epismo case start.

Public catalog browsing, public case, record, popularity, and handoff-graph reads, and UUID-based public playbook reads work without OAuth and cost 0 credits. Writes, private work, non-empty search queries, aliases, and identity resources require Authorization: Bearer <oauth_access_token>. Protected calls return a 401 OAuth challenge; connecting or listing tools alone does not require login.

Teams

epismo_team_list
epismo_team_create
epismo_team_update
epismo_team_member_list
epismo_team_member_add
epismo_team_member_delete

Team tools use the authenticated workspace. List teams to resolve a name such as general to its team ID before setting a case ACL.

Cases

epismo_case_start
epismo_case_get
epismo_case_list
epismo_case_popular
epismo_case_access_get
epismo_case_access_set
epismo_case_share
epismo_case_assign
epismo_case_update
epismo_case_handoff_create
epismo_case_handoff_remove
epismo_case_handoff_candidates_list
epismo_case_handoff_graph_get
epismo_case_review
epismo_case_brief_set
epismo_case_brief_delete
epismo_case_brief_generate
epismo_case_close
epismo_case_reopen

Start with versionId for a playbook-backed case or omit it and supply a title for an ad hoc case. autoReview on start or update queues an Epismo AI review when an OUTPUT record is appended. Reviews charge the case billing account captured at start. Assignment and ACL changes are independent. Existing-state mutations require the latest lock version. Connect cases with epismo_case_handoff_create; remove a stale edge with epismo_case_handoff_remove when you can read its source and work on its destination; discover valid next/previous cases using epismo_case_handoff_candidates_list without loop errors; and view the DAG with epismo_case_handoff_graph_get. epismo_case_list is the caller's work inbox; epismo_case_popular ranks public cases.

External sources

epismo_case_source_link
epismo_case_source_unlink
epismo_case_source_refresh
epismo_case_source_get

Link a Slack thread or a native Google Docs, Sheets, or Slides file using your connected account in the active space. Slack requires a workspace; Google Drive supports personal and workspace spaces. Connect Google Drive and select the file with Google Picker in Web first; a URL alone does not grant file access. Google Drive sources use provider key gdrive. Link and unlink cost 2 credits each, with the initial capture included in linking. Each completed manual or automatic refresh costs 1 credit to that case’s billing account. Closed cases refresh only on explicit requests. Queuing, failures, pagination, and retries are free; requests coalesced into one capture incur one refresh charge for that case. case get includes sources for work collaborators only. Reads use saved captures; check status and timestamps before relying on them. When content is omitted, retrieve the latest complete source with its source ID. Historical content is not retained. Sources are separate from records and are never included in public-only responses. See Slack and Google Drive for sharing, automatic updates, and capture removal.

Use caseId for all four tools; link also takes url, and get, refresh, and unlink take sourceId. Writes use idempotencyKey. Inspect snapshotOmitted, checkedAt, and snapshot.capturedAt from epismo_case_get.

Tasks

epismo_case_task_create
epismo_case_task_list
epismo_task_list
epismo_case_task_get
epismo_case_task_update
epismo_case_task_set_status

No task is created when a case starts. Create work or approval tasks only when explicit responsibility is useful. An approval task can point to its exact subjectRecordId. epismo_case_task_update covers fields and the assignee; epismo_case_task_set_status closes a task with an outcome or reopens it.

Records

epismo_case_record_append
epismo_case_record_update
epismo_case_record_delete
epismo_case_record_list

Only the creator can update or redact a record they authored; system records cannot be changed. Clients write kind note, output, or review (data.verdict must be pass, changes_requested, or insufficient); activity is server-only. Delete clears content and data and leaves a tombstone with deleted_at. epismo_case_record_list lists records for a case, optionally expanding across connected handoffs with scope (self, ancestors, descendants, neighbors, connected). Narrow it with taskId, createdBy, kinds, origins, or acl; choose ascending or descending order and continue with its cursor. Filters never grant access. Any case editor can use epismo_case_review to queue an Epismo AI review; it returns immediately. Optional prompt adds caller guidance after the fixed review rules. Poll epismo_case_record_list with kinds=review and origins=system, or replay the same idempotency key after it finishes to receive the REVIEW record.

A case has one saved Brief, including after it is closed: a sentence of up to 280 characters. An archived case cannot be changed. It appears on case reads and lists as brief (updatedAt, content); reading never generates it. Any case editor can set it with case brief set / epismo_case_brief_set (PUT /v1/cases/{caseId}/brief, non-empty content required), delete it with case brief delete / epismo_case_brief_delete (DELETE /v1/cases/{caseId}/brief), or generate it with case brief generate / epismo_case_brief_generate (POST /v1/cases/{caseId}/brief). Generation runs synchronously and saves the sentence without appending a timeline record. Replay the same idempotency key to receive the Brief that call wrote. Set and delete are update operations costing 2 credits each to the acting user's active workspace, or personal account when no workspace is selected; generation charges token-priced credits to the case billing account captured at start, requires Epismo AI to be enabled, and does not use web search. Reviews do not update the Brief. Connected evidence is included only when all readers of the destination case can read it. Public readers also see the saved Brief.

Playbooks, versions, and aliases

epismo_playbook_list
epismo_playbook_search
epismo_playbook_resource_list
epismo_playbook_get
epismo_playbook_copy
epismo_playbook_copies_list
epismo_playbook_create
epismo_playbook_draft_get
epismo_playbook_draft_save
epismo_playbook_draft_publish
epismo_playbook_draft_discard
epismo_playbook_version_list
epismo_playbook_version_get
epismo_playbook_version_publish
epismo_playbook_version_archive
epismo_playbook_access_get
epismo_playbook_access_set
epismo_playbook_owner_transfer
epismo_playbook_alias_set
epismo_playbook_alias_list
epismo_playbook_alias_delete
epismo_playbook_share
epismo_playbook_archive

epismo_playbook_get accepts a UUID or pb:alias / pb:handle/alias. epismo_playbook_list is the catalog listing (most recently updated first). epismo_playbook_search is for a text or pb: query. epismo_playbook_access_get and set use access: { visibility, grants }; public grants published read access only, while editors may edit content. Every workspace member can read published workspace-owned Playbooks. Workspace owners and admins have implicit edit access; other members need an explicit user or team editor grant. Any workspace member may create a playbook owned by that workspace, or use epismo_playbook_owner_transfer to move a personally owned private playbook into it. Editors can change visibility and collaborators while retaining at least one team or another user as an explicit editor. Only owner managers can remove all additional sharing, archive a Playbook, or archive a historical version. The latest version is always protected.

Suggestions

epismo_playbook_suggestion_create
epismo_playbook_suggestion_list
epismo_suggestion_list
epismo_playbook_suggestion_get
epismo_playbook_suggestion_update
epismo_playbook_suggestion_resolve

Suggestions target immutable base versions. epismo_suggestion_list defaults to suggestions sent by the caller; pass view="inbox" to list suggestions on playbooks you manage. The author edits an open suggestion and the playbook owner resolves it. applied requires the result version ID; resolving never publishes automatically.

Credits

epismo_credit_balance
epismo_credit_checkout

Credit tools use the workspace account when a workspace is active, otherwise the personal account. epismo_credit_checkout starts a hosted purchase session; it does not itself add credits.

Tool-call discipline

• Read before mutating when an operation needs a lock or base version.
• Generate a fresh idempotency UUID for each new intent; reuse one only for an identical uncertain retry.
• After a conflict, re-read and reconsider instead of changing only the lock version.
• Keep ephemeral execution details in the agent runtime; append only collaboration-worthy state.

Creation and access setters use access: { visibility, grants }: private/public visibility, and user/team UUID keys with viewer/editor values. Access updates replace the entire object, so retain unrelated grants. Public is not a grant-map key. Viewers cannot edit; Playbook drafts require editing. Owners and Case assignees retain implicit management. Use access-get as a manager to retrieve the full settings; normal resource JSON omits private grant maps. See Access and identity.

Copy a readable published version to adapt it independently. The copy has its own content and versions; it does not inherit sharing, drafts, Cases, suggestions, aliases, stars, or history, and edits never synchronize. Choose ownership and access explicitly on API/CLI/MCP. copiedFrom records the immediate source and immutable source version; sourceAccessible indicates whether the source remains readable. Copy lists show only readable copies. Copying costs the normal Playbook creation price.