> ## Documentation Index > Fetch the complete documentation index at: https://docs.erstan.com/llms.txt > Use this file to discover all available pages before exploring further. # Tools by Erstan > First-party Erstan tools for tasks, projects, documents, files, workbooks, skills, agent runs, and Agent Builder. 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 These first-party actions appear directly in the Agent Builder node library or connector catalog. | Action | Tool | Behavior | Use | | ------------------- | -------------------- | -------- | -------------------------------------------------------------------- | | **Load File** | `er_file_load` | Read | Read, parse, or OCR a file without task-specific reasoning. | | **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. | | **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. | | **AI Send Email** | `er_email_send` | Notify | Send an outbound email from Erstan. | ## 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](/projects/overview). ## 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. | | Load File | `er_file_load` | Read | Read, parse, or OCR files, attachments, URLs, PDFs, images, CSV, DOCX, XLSX, JSON, HTML, and text. | | 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_workbook_read` | Read | Read an XLSX workbook with sheet previews. | | Create Workbook | `er_workbook_create` | Write | Create a workbook, optionally from a template. | | Update Workbook | `er_workbook_update` | Write | Create sheets, write cells, append rows, and update workbook content. | | Write Dataset to Sheet | `er_workbook_write_dataset_to_sheet` | 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](/agents/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:` 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. | | Erstan OCR Text | `er_ocr_extract` | Read | Extract text and tables from images, scanned PDFs, or file refs. | | Understand File | `er_file_understand` | Read | Reason over a file to classify, compare, answer questions, or extract JSON. | | 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 See tools that come from connected systems and providers. Understand tool sources, behavior, and policies. Learn how `er_project_list` fits task assignment. Decide when an AI step should think, respond, call tools, branch, loop, or pause.