Lumo Chat tools
Reference
Tables of read, write, and UI tools Lumo can call in Chat — including approval behavior for emails and edits.
By Sebastian StreiffertPublished May 31, 2026Updated May 31, 20266 min read
What Chat can do
In Chat, Lumo uses tools to read your workspace and, when you ask, to create or update records, draft outreach, and render charts. Every tool respects your workspace data-access settings and your role. This inventory matches the deployed copilot-chat tool set.
- Read tools: query contacts, deals, mail, calendar, and more before answering.
- Write tools: mutate CRM data. Sensitive edits and outreach use review cards.
- Setup tools: workspace admins with Lumo setup tools enabled can configure pipelines and selected settings.
- UI tools: charts and disambiguation prompts inside the chat thread.
The same write tools are available via Claude MCP and OpenClaw when your workspace enables those interfaces. See CRM interfaces.
Read tools (fetch)
| Tool | Type | Summary | Approval |
|---|---|---|---|
| fetch_contacts | read | Search and load contacts with filters. | — |
| fetch_companies | read | Search and load companies. | — |
| fetch_deals | read | Search pipeline deals and stages. | — |
| fetch_quiet_deals | read | Deals with no recent activity (stalled pipeline). | — |
| fetch_invoices | read | Load invoice records. | — |
| fetch_tasks | read | Load tasks with due dates and links. | — |
| fetch_activities | read | Timeline activities and notes. | — |
| fetch_revenue_at_risk | read | Revenue-at-risk rows for accounts. | — |
| get_funnel_overview | read | Pipeline/funnel summary across entities. | — |
| fetch_workspace_setup | read | Deal/lead pipelines and allowed workspace settings. | — |
| fetch_workspace_members | read | List members and pending invitations. | — |
| fetch_linkedin_imports | read | Recent LinkedIn capture/import signals. | — |
| fetch_linkedin_intro_paths | read | LinkedIn warm-intro paths to a target contact or company. | — |
| fetch_mail_conversations | read | Mailbox conversation list. | — |
| fetch_mail_thread | read | Single email thread for reply context. | — |
| get_calendar_availability | read | Free/busy slots for scheduling. | — |
| fetch_upcoming_meetings | read | Upcoming calendar meetings. | — |
| check_outreach_status | read | Status of queued LinkedIn outreach. | — |
| get_today_briefing | read | Structured daily briefing for planning. | — |
| fetch_kb | read | Search the Knowledge Base / Help Center and return full article text to answer how-to questions. | — |
| fetch_lists | read | Contact lists (segments) in the workspace. | — |
| fetch_projects | read | Projects in the workspace. | — |
| fetch_project_items | read | Tasks, requests, bugs, and ideas inside projects. | — |
| fetch_page_blocks | read | A page's content blocks and their block keys. | — |
| fetch_artifacts | read | Artifacts (files) in the workspace file hub. | — |
| fetch_knowledge | read | Semantic search over indexed knowledge about your own products and company. | — |
| fetch_knowledge_source | read | One indexed knowledge source in depth (summary + passages). | — |
Write tools (actions)
Approval behavior
In Chat, Lumo stages every write tool for your approval. Nothing mutates CRM data until you accept. Review card: Accept or Cancel on creates, edits, deletes, tasks, notes, and meetings. Review & send: email drafts from your connected mailbox. Review or queue: LinkedIn messages (extension or remote MCP when enabled).
| Tool | Type | Summary | Approval |
|---|---|---|---|
| create_task | write | Create a linked task (todo, call, meeting, etc.). | Review · Create task |
| complete_task | write | Mark a task done or reopen it. | Review · Mark done |
| edit_task | write | Edit a task's title, type, priority, due date, or assignee. | Review · Update task |
| delete_task | write | Permanently delete a task. | Review · Delete task |
| log_activity_note | write | Log a note on a contact, company, or deal timeline. | Review · Log note |
| no_action_needed | write | Mark an inbound message as handled with no reply required. | Review · Mark handled |
| flag_for_internal_review | write | Flag an inbound message for internal discussion before responding. | Review · Flag for review |
| capture_commitment | write | Record a commitment made in an inbound message as a tracked task. | Review · Save as task |
| detect_unsubscribe_or_optout | write | Mark contact as do-not-contact based on explicit unsubscribe language in their message. | Review · Honor opt-out |
| create_deal | write | Create a deal in the pipeline. | Review · Create deal |
| edit_deal | write | Update deal amount, stage, status, links. | Review · Move it |
| create_invoice | write | Create an invoice for a company. | Review · Create invoice |
| edit_invoice | write | Update invoice fields. | Review · Update invoice |
| create_revenue_at_risk | write | Flag exposed revenue on an account. | Review · Flag it |
| edit_revenue_at_risk | write | Update a RAR row. | Review · Update |
| delete_revenue_at_risk | write | Remove a RAR row. | Review · Delete |
| create_contact | write | Add a contact with name and optional fields. | Review · Create contact |
| edit_contact | write | Update contact fields. | Review · Update contact |
| create_company | write | Add a company (requires meaningful data). | Review · Create company |
| edit_company | write | Update company fields. | Review · Update company |
| enrich_company | write | Apply researched company facts (description, socials, industry) from public sources. | Review · Apply enrichment |
| move_company_column | write | Move a company to another column on the Leads board. | Review · Move it |
| propose_merge | write | Fuzzy duplicate judgment; always produces a decision. | Review · Merge |
| add_to_list | write | Add a contact to a lead list/column. | Review · Add to list |
| create_list | write | Create a new contact list (segment). | Review · Create list |
| remove_from_list | write | Remove a contact from a list (the contact is not deleted). | Review · Remove |
| send_email | write | Draft email from connected mailbox. | Review · Approve and send |
| send_linkedin_message | write | Draft or queue LinkedIn DM (extension when remote). | Review · Approve |
| schedule_meeting | write | Book a calendar meeting; links CRM entities. | Review · Book meeting |
| propose_meeting_times | write | Send a contextual note with your scheduling link so they pick a time. | Review · Send scheduling link |
| attach_file_to_entity | write | Attach a file to a contact, company, or deal timeline. | Review · Attach |
| send_whatsapp_message | write | Queue a WhatsApp message to a contact from your connected number. | Review · Approve |
| delete_contact | write | Permanently delete a contact record. | Review · Delete contact |
| delete_company | write | Permanently delete a company record. | Review · Delete company |
| delete_deal | write | Permanently delete a deal. | Review · Delete deal |
| delete_invoice | write | Permanently delete an invoice. | Review · Delete invoice |
| edit_activity | write | Edit a timeline activity's title or description. | Review · Update activity |
| delete_activity | write | Permanently delete a timeline activity. | Review · Delete activity |
| rename_list | write | Rename a contact list. | Review · Rename list |
| delete_list | write | Delete a contact list (the contacts on it are not deleted). | Review · Delete list |
| create_project_item | write | Add a task, request, bug, or idea to a project. | Review · Create item |
| edit_project_item | write | Update a project item (status, priority, roadmap, decision, etc.). | Review · Update item |
| comment_on_project_item | write | Add a comment to a project item. | Review · Add comment |
| relocate_artifact | write | Move a file into a folder (or the top level) and/or rename it. | Review · Move file |
| create_page | write | Create a new draft marketing/landing page in the workspace. | Review · Create page |
| update_page | write | Update page title, SEO, accent, registration, or status. | Review · Update page |
| add_page_block | write | Add a content block (hero, section, CTA, etc.) to a page. | Review · Add block |
| update_page_block | write | Replace the content of a page block by its key. | Review · Update block |
| reorder_page_blocks | write | Set the top-to-bottom order of a page's blocks. | Review · Reorder |
| apply_page_template | write | Adopt a community page template into the workspace as a new draft page. | Review · Apply template |
| set_page_design_system | write | Apply a workspace design system (tokens, type, components) to a page. | Review · Apply design |
| set_page_password | write | Enable, change, or clear password protection for a public page. | Review · Update password |
| publish_page | write | Publish a page so it goes live at its public URL. | Review · Publish page |
Setup tools (workspace admins)
When a workspace admin enables Lumo setup tools under Settings → Lumo, Lumo can configure deal and lead pipeline stages and change a curated list of workspace settings. All setup writes use the same review card as other mutations.
| Tool | Type | Summary | Approval |
|---|---|---|---|
| invite_team_member | write | Invite a colleague to the workspace by email (admin only). | Review · Send invite |
| configure_deal_pipeline | write | Add/update/reorder deal pipelines and stages. | Review · Apply |
| configure_lead_stages | write | Add/update/reorder Leads pipeline stages. | Review · Apply |
| update_workspace_setting | write | Change an allowed workspace setting (curated list). | Review · Apply |
Chat UI tools
| Tool | Type | Summary | Approval |
|---|---|---|---|
| generate_chart | ui | Inline analytics chart from CRM entities (bar, line, KPI, etc.). | Renders inline — no separate approve step |
| request_clarification | ui | Disambiguation when multiple contacts/entities match. | User picks in chat UI |
Example prompts
- "Show deals closing this month by stage": reads deals, may use generate_chart.
- "Create a follow-up task for Jane Doe tomorrow": fetch_contacts, then create_task.
- "Email John about the proposal": fetch context, send_email with review.
- "Summarize this contract and attach it to Acme Corp": analyze <attached_files> preview, fetch_companies, attach_file_to_entity.
- "Add a Negotiation stage to our default deal pipeline": fetch_workspace_setup, then configure_deal_pipeline.
- "Turn on mandatory 2FA for the workspace": fetch_workspace_setup, then update_workspace_setting (admin and setup gate).
Quick reference
Read tools: 27 fetch tools (entities, mail, calendar, LinkedIn)
Write tools: 53 action tools (CRUD, outreach, RAR)
Charts: generate_chart: inline analytics in chat
Related: Lumo overview, Settings & credits, CRM interfaces
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