Tools by Erstan

Erstan tools are built into the platform and use the source erstan. They need no external connector setup, though write-capable tools still follow the runtime’s approval and policy checks. Use Erstan tools when an agent needs to work with Erstan-native objects: tasks, projects, teams, documents, files, workbooks, skills, agent runs, or Agent Builder definitions.

Agent Builder action presets

The Erstan action picker is generated from the available tool catalog, grouped by resource. Search includes common names and older labels. Runtime-only and retired tools are excluded from new actions. An Erstan action runs one operation with the inputs you configure and returns its structured result. Use an AI step when the model should choose inputs or combine tools. Existing saved AI action steps keep their behavior.

Action	Tool	Behavior	Use
Inspect File	`er_file_load`	Read	Inspect metadata and a bounded content preview without OCR.
Parse File	`er_file_parse`	Read	Read document content, pages, and tables, with OCR when needed.
Extract File Data	`er_file_extract`	Read	Extract structured fields and line items with schema validation and review status.
Analyze Dataset	`er_dataset_analyze`	Read	Profile rows, totals, samples, and fields from a structured dataset.
Create Document	`er_document_create`	Write	Create a markdown-backed Erstan document.
Save Agent Document	`er_document_save`	Write	Create or refresh the agent’s document using a stable artifact key.
Update Document	`er_document_update`	Write	Replace or update an existing document.
Append Document	`er_document_append`	Write	Add markdown content to the end of a document.
Create File	`er_file_create`	Write	Create a Team File.
Update File	`er_file_update`	Write	Overwrite or range-replace editable file content.
Send Email	`er_email_send`	Notify	Send a configured outbound email from Erstan, following its approval policy.

The picker also includes available file and document reads, task and project operations, native Sheets, Excel files, Skills, and Agent Builder operations. Code actions are available when the workspace enables Code. Extract File Data reuses cached parsing. You can extract fields directly from a file; add a separate Parse step when you also need the readable content. Its validation result identifies missing fields, invalid types, and other schema failures. Document confidence and OCR confidence describe different evidence. Automated visual review does not replace a human review step. The Builder sets contractVersion: "file-tools/v2" for new Inspect, Parse, and Extract actions. Set it explicitly when calling these tools directly, including calls using the fileId shortcut. V2 reads do not persist extracted text to the source; saved unversioned calls retain their earlier behavior. Extract accepts a bounded draft-07 JSON Schema for an object, with nested arrays, required fields, enums, standard formats, and acyclic local references. External or recursive references, custom regular-expression patterns, and asynchronous schemas are rejected before parsing or model work. Schemas are limited to 32 levels and 4,096 nodes. Validation preserves returned types and does not fill defaults or insert missing null values. Check schemaValidation.status, schemaValidation.errors, and review.required before using extracted fields. Invalid data remains available for review; schema conformance does not establish factual accuracy. documentConfidence is separate from ocrConfidence. Field evidence is explicitly marked not_assessed when references and independent confidence are unavailable. review.humanReview.status remains not_performed after automated visual review.

Tasks and projects

Task tools let agents create work, update its status, add comments, assign participants, attach references, and group the work under projects.

Tool	API name	Behavior	Use
List Projects	`er_project_list`	Read	Resolve assignable project IDs before setting `projectId` on task tools.
Create Task	`er_task_create`	Write	Create a task or subtask for an agent or human to work.
Search Tasks	`er_task_search`	Read	Search and filter visible tasks by text, status, priority, team, project, agent, assignee, reviewer, labels, dates, and schedule state.
Read Task	`er_task_read`	Read	Read task details, description, participants, activity, attachments, parent context, and subtasks.
Update Task	`er_task_update`	Write	Update task title, description, dates, priority, labels, participants, or project.
Update Task Status	`er_task_status_update`	Write	Move a task through lifecycle statuses such as `in_progress`, `needs_review`, and `completed`.
Add Task Comment	`er_task_comment_create`	Write	Add a visible comment to a task activity feed.
Assign Task Participant	`er_task_participant_assign`	Write	Add or update a user or agent participant on a task.
Attach Task Reference	`er_task_reference_attach`	Attach	Attach an Erstan file, Erstan document, or external URL to a task.
List Subtasks	`er_task_subtask_list`	Read	List direct child tasks under a parent task.
Reparent Task	`er_task_reparent`	Write	Move a task under another parent or promote it back to top level.

For project behavior and scope, see Projects.

Documents, files, and workbooks

These tools create and manage the artifacts agents produce.

Tool	API name	Behavior	Use
Create Document	`er_document_create`	Write	Create a document with title and markdown content.
Update Document	`er_document_update`	Write	Update document title, markdown content, or metadata.
Append to Document	`er_document_append`	Write	Append markdown content to an existing document.
Read Document	`er_document_read`	Read	Read a document by ID, including title, status, and markdown body.
List Documents	`er_document_list`	Read	List documents available in a team.
Export Document	`er_document_export`	Read	Export a document to markdown, DOCX, XLSX, or PDF.
Validate Document	`er_document_validate`	Read	Validate required anchors, tables, charts, or report structure.
Sanitize Document Tables	`er_document_sanitize_tables`	Write	Clean up markdown tables and related report formatting.
Lock Document Snapshot	`er_document_snapshot_lock`	Write	Stamp provenance metadata and optionally lock a document snapshot.
Inspect File	`er_file_load`	Read	Identify a file and inspect a bounded preview; older loading modes remain compatible.
Parse File	`er_file_parse`	Read	Return readable content, pages, tables, and OCR quality.
Extract File Data	`er_file_extract`	Read	Extract requested structured fields and report schema validation and review status.
List Erstan Files	`er_file_list`	Read	List Team Files in a team or folder.
Read Erstan File	`er_file_read`	Read	Read file contents by ID.
Search Erstan Files	`er_file_search`	Read	Search files with semantic similarity.
Create Erstan File	`er_file_create`	Write	Create a new Team File.
Update Erstan File	`er_file_update`	Write	Update file content.
Read Workbook	`er_excel_read`	Read	Read an XLSX workbook with sheet previews.
Create Workbook	`er_excel_create`	Write	Create a workbook, optionally from a template.
Update Workbook	`er_excel_update`	Write	Create sheets, write cells, append rows, and update workbook content.
Write Dataset to Sheet	`er_excel_write_dataset`	Write	Write or refresh a dataset into a workbook sheet.

Agents, runs, and Agent Builder

Agents can inspect other agents and their runs, and approved builder tools can create or update Agent Builder drafts.

Tool	API name	Behavior	Use
List Runnable Agents	`er_agent_list`	Read	List available core and builder-defined agents.
List Agent Runs	`er_agent_run_list`	Read	Find recent run IDs for a workflow.
Read Agent Run	`er_agent_run_read`	Read	Read a redacted run trace, starting with summary then drilling into sections.
Diagnose Agent Run	`er_agent_run_diagnose`	Read	Classify evidence-backed run findings before editing an agent.
Read Tool Result Slice	`er_tool_result_read`	Read	Read a bounded slice from a large persisted tool result.
List Agent Builder Items	`er_agent_builder_list`	Read	List agents editable in Agent Builder.
Read Agent Builder Item	`er_agent_builder_read`	Read	Read one agent’s effective draft or published builder definition.
Create Agent Builder Item	`er_agent_builder_create`	Write	Create a new Agent Builder draft from nodes and edges.
Update Agent Builder Item	`er_agent_builder_update`	Write	Replace draft-level fields, nodes, or edges with version guarding.
Update Agent Node	`er_agent_builder_node_update`	Write	Patch one node in a draft without replacing the full graph.
Update Agent Lane	`er_agent_builder_lane_update`	Write	Apply node-level patches to one connected lane in a draft.
Agent Node Catalog	`er_agent_builder_node_catalog`	Read	Help the builder assistant understand available step types.
Agent Node Options	`er_agent_builder_node_options`	Read	Help the builder assistant suggest valid step settings.
Inspect Agent Node	`er_agent_builder_node_inspect`	Read	Read one existing builder step and its editable settings.
Search Agent Builder Tools	`er_agent_builder_tool_list`	Read	Search builder-usable Erstan and connected integration tools.
Search Agent Builder Skills	`er_agent_builder_skill_list`	Read	Search builder-usable workspace and system skills.

For user-facing builder guidance, see Choosing AI steps.

Skills, teams, members, and communication

Tool	API name	Behavior	Use
List Available Skills	`er_skill_list`	Read	Search workspace, team, shared, and enabled built-in skills.
Read Available Skill	`er_skill_read`	Read	Read a skill by ID, package name (including a legacy alias), display name, source key, or `system:<key>` reference.
Discover Skills	`er_skill_discover`	Read	Find skills relevant to a natural-language request.
Validate Skill Package	`er_skill_package_validate`	Read	Validate a skill package before creation or update.
Create Skill	`er_skill_create`	Write	Create a draft workspace skill package.
Update Skill	`er_skill_update`	Write	Update editable workspace skill metadata and package files.
Update Skill Status	`er_skill_status_update`	Write	Change skill status such as draft, published, deprecated, or archived.
Archive Skill	`er_skill_archive`	Write	Archive a workspace skill through lifecycle cleanup.
List Teams	`er_team_list`	Read	List teams in the workspace.
List Team Members	`er_team_member_list`	Read	Find task-eligible members or list members for a team.
List Integrations	`er_integration_list`	Read	List workspace connectors and their availability.
Erstan Send Email	`er_email_send`	Notify	Send an outbound email from Erstan.

Data, AI, and NetSuite helpers

These are Erstan-hosted helper tools, even when they support NetSuite work.

Tool	API name	Behavior	Use
Analyze Dataset	`er_dataset_analyze`	Read	Analyze structured rows, totals, field profiles, and samples.
Find SuiteQL Example	`er_suiteql_example_find`	Read	Find curated SuiteQL examples by keyword or category.
Validate SuiteQL Query	`er_suiteql_query_validate`	Read	Validate and sanitize SELECT-only SuiteQL and apply row limits.
Fix SuiteQL Query	`er_suiteql_query_fix`	Read	Suggest fixes for a SuiteQL error. Recognizes NetSuite response-time governance rejections (`netsuite_query_time_limit`) and returns query-restructuring guidance instead of syntax fixes.

Next steps

Tools by connector

See tools that come from connected systems and providers.

Tools overview

Understand tool sources, behavior, and policies.

Projects

Learn how er_project_list fits task assignment.

Choosing AI steps

Decide when an AI step should think, respond, call tools, branch, loop, or pause.

About tools

Tools by source

Tools by Erstan

Agent Builder action presets

Tasks and projects

Documents, files, and workbooks

Agents, runs, and Agent Builder

Skills, teams, members, and communication

Data, AI, and NetSuite helpers

Next steps

Tools by connector

Tools overview

Projects

Choosing AI steps

​Agent Builder action presets

​Tasks and projects

​Documents, files, and workbooks

​Agents, runs, and Agent Builder

​Skills, teams, members, and communication

​Data, AI, and NetSuite helpers

​Next steps

Tools by connector

Tools overview

Projects

Choosing AI steps

Agent Builder action presets

Tasks and projects

Documents, files, and workbooks

Agents, runs, and Agent Builder

Skills, teams, members, and communication

Data, AI, and NetSuite helpers

Next steps