Actions are tasks your AI agent can perform through this integration, such as creating, finding, or updating items.
Add a new item to a task's checklist
Create a new bucket in a plan
Create a new plan in a Microsoft 365 group
Create a new task in a plan. To assign the task during creation, you must use actual Microsoft user IDs (GUIDs). First call get_current_user, get_user_by_email, or search_users to get user IDs before creating the task.
Delete a bucket from a plan
Delete a plan
Delete a task from a plan
Get details of a specific bucket by its ID
Get the currently authenticated user's information including their user_id. Use this action when someone says 'assign to me' or 'create task for me' - you'll need the user_id from this response to use in assignments.
Get details of a specific plan by its ID
Get plan details including category descriptions and sharing information
Get details of a specific task by its ID
Get the assigned-to task board format for a task (ordering by assignee)
Get the bucket task board format for a task (ordering within buckets)
Get details of a task including description, checklist, and references
Get the progress task board format for a task (ordering by progress state)
Get user information by email address to retrieve their user ID. Use this action when someone says 'assign to john@company.com' or mentions a specific email - you'll need the user_id from this response to use in task assignments.
List all buckets in a specific plan
List all tasks in a specific bucket
List all Microsoft 365 groups the authenticated user is a member of
List all plans owned by a specific group
List all tasks in a specific plan
List all plans shared with a user. By default, returns plans for the currently authenticated user - no user_id needed!
List all tasks assigned to a user. By default, returns tasks for the currently authenticated user - no user_id needed!
Remove an item from a task's checklist
Search for users by display name or email to find their user IDs. Use this action when someone says 'assign to Sarah' or 'find user John Smith' - you'll need the user_id from the results to use in task assignments.
Update a bucket's name
Update an existing checklist item (title, checked status, or order)
Update a plan's title
Update plan details including category descriptions and sharing information
Update an existing task. IMPORTANT: To assign tasks, you must use actual Microsoft user IDs (GUIDs), not email addresses or 'me'. First call get_current_user (for 'me'), get_user_by_email, or search_users to get the user_id, then use that ID in the assignments field.
Update the assigned-to task board format for a task
Update the bucket task board format for a task
Update task details including description, checklist, references, and preview type
Update the progress task board format for a task