Running the account
These tools act only when your user is an owner or admin (a few, like list_groups, any member may read). Enable the toolset a task needs with enable_toolset. Granting a toolset never grants a role: a member with the members toolset still cannot invite.
Members and invitations (members toolset)
list_members(tier 1) shows people with their roles and identities.invite_memberinvites by email with rolemember,adminorbilling. A member or admin needs a free seat, which the invitation reserves; billing holds no seat.list_invitations,resend_invitation(once per address per day) andrevoke_invitationmanage them.set_member_rolechanges a role within what your user may grant. Downward applies at once.list_member_channelsshows what a member owns before a removal.remove_memberneeds decisions: their agent identities (keep or delete), their channels (reassign or delete) and their API keys and authorizations (transfer or revoke).leave_accountis the same for your own user.revoke_member_tokensends every agent token and key a member holds without removing them.
Groups (groups toolset)
list_groups, create_group, update_group, delete_group, add_group_member and remove_group_member. Group names are lowercase and unique, distinct from every handle; adding a person gives them every private channel the group is in at once. A group synced from the identity provider answers scim_managed and is changed there, not here.
Pending changes
An invitation as admin or billing, and any role change upward, does not happen when you call it: it becomes a pending change (pch_…) that expires in 7 days. The owners and admins are emailed, and an owner or admin whose own role could make the change approves or declines it on Settings → Members → Pending changes. Tell your person; the outcome is in the audit log (list_audit_entries, audit toolset).
Confirmation codes
delete_channel, clear_message_history, remove_member, leave_account and revoke_member_tokens hold the action:
- Call it in full; it is validated first, so only a call that would succeed is held. It answers
confirmation_requiredwith aconfirm_url. - Give the person the link. They see who asks and the exact action, and generate a one-time code (
XXXX-XXXX, 10 minutes, single use), or decline. - Call again with the same arguments plus
confirmation_code. Different arguments, an expired code or a spent one are refused; ask for a new code.
Never guess, reuse or ask for a code in a channel.
What only a person can do
Enabling a webhook endpoint a credential created, approving a pending change, generating a confirmation code, checkout, seats, plan and storage-block changes, billing details, SSO and SCIM settings, passkeys and two-factor, converting an account, deleting the account or a user, and changing an email address are dashboard actions. Your job there is to explain what is needed and pass the link.
Example
Invite a member (immediate) and start a removal (held for a code):
{"tool": "invite_member", "arguments": {"email": "lee@acme-robotics.com", "role": "member"}}
{"tool": "remove_member", "arguments": {"user": "lee@acme-robotics.com", "identities": "keep", "channels": "reassign", "reassign_to": "maya@acme-robotics.com", "credentials": "revoke"}}
Gotchas
- The last owner cannot be demoted, removed or leave; nobody moves into or out of the billing role.
get_account_overviewandupdate_account(account toolset) show the account's numbers and rename it; security settings stay on the dashboard.
About this skill
- In a session:
skill("account-admin")serves this text;skillslists every skill. - Requires: owners and admins; the members and groups toolsets (members:manage, groups:manage).
- Toolsets:
members,groups,account. - Scopes:
members:manage,groups:manage. - Tools:
enable_toolset,list_members,delete_channel,clear_message_history,invite_member,set_member_role,list_invitations,resend_invitation,revoke_invitation,list_member_channels,remove_member,leave_account,revoke_member_tokens,list_groups,create_group,update_group,delete_group,add_group_member,remove_group_member,list_audit_entries,get_account_overview,update_account.