Templates and app packages
Ready-made schemas you install into a workspace with packages_install. Install is additive and idempotent: run it with dry_run: true first.
| Template | Version | What you get |
|---|---|---|
agent_crm recommended | 1.1.0 | AgentCRM: organizations (company), contacts, leads, deals with a pipeline, notes, activities (calls, meetings, e-mails with direction, linked to Inbox conversa… |
agent_kanban | 1.2.0 | AgentKanban: boards over AgentTodos tasks (columns = status values, order = position, WIP limits per column). No separate data model. |
agent_projects | 1.1.0 | AgentProjects: projects, milestones, deliverables, dependencies (cycle-checked), team assignments and progress roll-ups over shared tasks. |
agent_todos | 1.2.0 | AgentTodos: tasks, subtasks, priorities, human or agent assignees, due dates, dependencies (cycle-checked), recurrence and completion. |
assets | 1.0.0 | AgentAssets: equipment register, assignment (user_ref/agent_ref), warranties with expiry reminders, repair and maintenance history, and maintenance plans (recu… |
cms | 1.0.0 | AgentCMS: pages and posts with Markdown bodies, SEO fields, locales and translations, assets as file fields, and an editorial status. Configure delivery with c… |
content | 1.0.0 | AgentContent: campaigns, posts per channel (social, email, blog) with media, an approval-ready status, publishing dates and manual or imported performance metr… |
crm legacy | 1.0.0 | Companies, contacts and deals with a pipeline status, plus views for open deals and recent contacts. |
forms | 1.0.0 | AgentForms: an inquiry object for public website forms (forms_create maps inputs to it), with a triage status and views. |
inventory | 1.1.0 | AgentInventory: products and variants (unique SKU), locations, suppliers, an append-only stock ledger with decimal quantities, stock on hand as a query-time ro… |
property | 1.0.0 | AgentProperty: properties (address + geo), owners, tenants, listings (currency rent/price), leases (dates, contract file), photos (files), maintenance requests… |
recruit | 1.0.0 | AgentRecruit: candidates, vacancies, applications (stage transitions), interviews (calendar events), evaluations (scorecards) and résumés as files, with privac… |
support | 1.0.0 | AgentSupport: tickets (status transitions, priority, channel), customers, SLA targets with due dates set on create and breach sweeps, escalations, response his… |
#agent_crm 1.1.0
AgentCRM: organizations (company), contacts, leads, deals with a pipeline, notes, activities (calls, meetings, e-mails with direction, linked to Inbox conversations), follow-up tasks and deal documents. Extends the crm template.
{
"tool": "packages_install",
"arguments": {
"template": "agent_crm",
"dry_run": true
}
}| Object | Fields |
|---|---|
company | name text, required, domain text, industry text, notes rich_text, country text, owner user_ref |
contact | first_name text, last_name text, required, email email, phone phone, title text, lifecycle enum, owner user_ref |
lead | name text, required, email email, phone phone, source enum, status status, interest rich_text, budget currency, score integer |
pipeline | name text, required, description text |
deal | title text, required, amount currency, stage status, close_date date, probability decimal, owner user_ref, lost_reason text, documents file, discount_percent decimal |
note | body rich_text, required, pinned boolean |
activity | subject text, required, kind enum, direction enum, occurred_at datetime, duration duration, outcome text, conversation_id text |
task | title text, required, description rich_text, status status, priority enum, assignee_user user_ref, assignee_agent agent_ref, due_date date, recurrence recurrence, completed_at datetime, position number, tags multi_select, recurrence_of text, about_record text |
Relationships: works_at (contact → company, one), for_company (deal → company, one), contacts (deal → contact, many), in_pipeline (deal → pipeline, one), converted_to (lead → contact, one), about_contact (note → contact, one), about_company (note → company, one), about_deal (note → deal, one), with_contact (activity → contact, one), activity_for_deal (activity → deal, one), for_contact (task → contact, one), for_deal (task → deal, one), from_deal (project → deal, one).
Views: agent_crm_pipeline, agent_crm_deals_by_close_date, agent_crm_activity_timeline, agent_crm_revenue, agent_crm_contacts, agent_crm_follow_ups.
#agent_kanban 1.2.0
AgentKanban: boards over AgentTodos tasks (columns = status values, order = position, WIP limits per column). No separate data model.
{
"tool": "packages_install",
"arguments": {
"template": "agent_kanban",
"dry_run": true
}
}| Object | Fields |
|---|---|
task | title text, required, description rich_text, status status, priority enum, assignee_user user_ref, assignee_agent agent_ref, due_date date, recurrence recurrence, completed_at datetime, position number, tags multi_select, recurrence_of text, about_record text |
Views: kanban_board, kanban_urgent.
#agent_projects 1.1.0
AgentProjects: projects, milestones, deliverables, dependencies (cycle-checked), team assignments and progress roll-ups over shared tasks.
{
"tool": "packages_install",
"arguments": {
"template": "agent_projects",
"dry_run": true
}
}| Object | Fields |
|---|---|
project | name text, required, status status, kind enum, start_date date, due_date date, owner user_ref, description rich_text, health enum |
milestone | title text, required, status status, start_date date, due_date date |
deliverable | title text, required, status status, due_date date |
project_member | member_user user_ref, member_agent agent_ref, role enum, allocation_percent integer |
task | title text, required, description rich_text, status status, priority enum, assignee_user user_ref, assignee_agent agent_ref, due_date date, recurrence recurrence, completed_at datetime, position number, tags multi_select, recurrence_of text, about_record text |
Relationships: of_project (milestone → project, one), for_milestone (deliverable → milestone, one), deliverable_of (deliverable → project, one), in_project (task → project, one), in_milestone (task → milestone, one), on_project (project_member → project, one), project_depends_on (project → project, many), milestone_depends_on (milestone → milestone, many).
Views: projects_status_board, projects_timeline, projects_milestones_timeline, projects_progress, projects_at_risk.
#agent_todos 1.2.0
AgentTodos: tasks, subtasks, priorities, human or agent assignees, due dates, dependencies (cycle-checked), recurrence and completion.
{
"tool": "packages_install",
"arguments": {
"template": "agent_todos",
"dry_run": true
}
}| Object | Fields |
|---|---|
task | title text, required, description rich_text, status status, priority enum, assignee_user user_ref, assignee_agent agent_ref, due_date date, recurrence recurrence, completed_at datetime, position number, tags multi_select, recurrence_of text, about_record text, estimate duration |
Relationships: subtask_of (task → task, one), depends_on (task → task, many).
Views: todos_open, todos_calendar, todos_done, todos_by_assignee.
#assets 1.0.0
AgentAssets: equipment register, assignment (user_ref/agent_ref), warranties with expiry reminders, repair and maintenance history, and maintenance plans (recurrence field + scheduler sweep).
{
"tool": "packages_install",
"arguments": {
"template": "assets",
"dry_run": true
}
}| Object | Fields |
|---|---|
equipment | name text, required, asset_tag text, required, category enum, kind enum, serial_number text, status status, assigned_to user_ref, assigned_agent agent_ref, location text, purchase_date date, purchase_cost currency, documents file, notes rich_text |
equipment_warranty | provider text, starts_on date, expires_on date, required, coverage text, reminder_state enum, document file |
equipment_repair | kind enum, required, status enum, required, reported_at datetime, completed_at datetime, vendor text, cost currency, description text |
maintenance_plan | title text, required, recurrence recurrence, required, next_due_at datetime, last_opened_at datetime, active boolean, required |
equipment_reminder | kind enum, required, due_on date, status enum |
Relationships: covers (equipment_warranty → equipment, one), repair_of (equipment_repair → equipment, one), from_plan (equipment_repair → maintenance_plan, one), plan_for (maintenance_plan → equipment, one), about_warranty (equipment_reminder → equipment_warranty, one).
Views: assets_register, assets_by_status, assets_warranties, assets_maintenance_due, assets_open_work.
#cms 1.0.0
AgentCMS: pages and posts with Markdown bodies, SEO fields, locales and translations, assets as file fields, and an editorial status. Configure delivery with cms_configure.
{
"tool": "packages_install",
"arguments": {
"template": "cms",
"dry_run": true
}
}| Object | Fields |
|---|---|
cms_page | title text, required, slug text, required, locale text, body rich_text, seo_title text, seo_description text, hero file, status status, publish_at datetime, editor_notes rich_text |
cms_post | title text, required, slug text, required, locale text, excerpt text, body rich_text, author text, tags multi_select, cover file, gallery file, seo_title text, seo_description text, status status, publish_at datetime, editor_notes rich_text |
Relationships: translation_of (cms_page → cms_page, one), translation_of (cms_post → cms_post, one).
Views: cms_editorial_board, cms_publishing_calendar, cms_published_posts, cms_pages.
#content 1.0.0
AgentContent: campaigns, posts per channel (social, email, blog) with media, an approval-ready status, publishing dates and manual or imported performance metrics. Nothing is posted to external networks.
{
"tool": "packages_install",
"arguments": {
"template": "content",
"dry_run": true
}
}| Object | Fields |
|---|---|
content_campaign | name text, required, goal text, starts_on date, ends_on date, budget currency, state status |
content_post | title text, required, channel enum, required, body rich_text, media file, status status, publish_at datetime, published_url url, external_ref text, owner text |
content_metric | date date, required, impressions integer, clicks integer, reactions integer, conversions integer, spend currency, source enum, required, provider text, imported_at datetime |
Relationships: campaign (content_post → content_campaign, one), post (content_metric → content_post, one).
Views: content_calendar, content_pipeline, content_campaign_timeline, content_performance.
#crm 1.0.0
Companies, contacts and deals with a pipeline status, plus views for open deals and recent contacts.
Legacy template. For new workspaces install agent_crm.
{
"tool": "packages_install",
"arguments": {
"template": "crm",
"dry_run": true
}
}| Object | Fields |
|---|---|
company | name text, required, domain text, industry text, notes rich_text |
contact | first_name text, last_name text, required, email email, phone phone, title text |
deal | title text, required, amount currency, stage status, close_date date |
Relationships: works_at (contact → company, one), for_company (deal → company, one), contacts (deal → contact, many).
Views: crm_open_deals, crm_recent_contacts.
#forms 1.0.0
AgentForms: an inquiry object for public website forms (forms_create maps inputs to it), with a triage status and views.
{
"tool": "packages_install",
"arguments": {
"template": "forms",
"dry_run": true
}
}| Object | Fields |
|---|---|
form_inquiry | name text, required, email email, required, phone phone, message text, consent boolean, source text, trust enum, triage status |
Views: forms_new_inquiries, forms_triage_board.
#inventory 1.1.0
AgentInventory: products and variants (unique SKU), locations, suppliers, an append-only stock ledger with decimal quantities, stock on hand as a query-time roll-up, and replenishment that drafts purchase orders below the reorder point.
{
"tool": "packages_install",
"arguments": {
"template": "inventory",
"dry_run": true
}
}| Object | Fields |
|---|---|
product | name text, required, description rich_text, category text, unit enum, required, status enum |
product_variant | sku text, required, name text, attributes json, barcode text, unit_cost currency, reorder_point decimal, reorder_quantity decimal, replenishment enum, status enum |
warehouse_location | code text, required, name text, kind enum, address address |
supplier | name text, required, email email, phone phone, lead_time duration, crm_organization_id text |
stock_movement | quantity decimal, required, kind enum, required, occurred_at datetime, required, reference text, movement_key text, unit_cost currency, note text |
purchase_order | status status, source enum, quantity decimal, stock_at_suggestion decimal, expected_on date, total currency, note text |
Relationships: crm_company (supplier → company, one), of_product (product_variant → product, one), preferred_supplier (product_variant → supplier, one), variant (stock_movement → product_variant, one), at_location (stock_movement → warehouse_location, one), orders_variant (purchase_order → product_variant, one), from_supplier (purchase_order → supplier, one).
Views: inventory_variants, inventory_ledger, inventory_purchase_orders, inventory_stock_report.
Works with: agent_crm.
#property 1.0.0
AgentProperty: properties (address + geo), owners, tenants, listings (currency rent/price), leases (dates, contract file), photos (files), maintenance requests (status, priority, assignment) and monthly rent reminders.
{
"tool": "packages_install",
"arguments": {
"template": "property",
"dry_run": true
}
}| Object | Fields |
|---|---|
property | name text, required, address address, location geo, property_type enum, bedrooms integer, floor_area_m2 decimal, status enum, description rich_text |
property_owner | name text, required, email email, phone phone, crm_contact_id text |
tenant | name text, required, email email, phone phone, crm_contact_id text |
property_listing | title text, required, listing_type enum, required, status status, rent_per_month currency, asking_price currency, available_from date |
lease | start_date date, required, end_date date, rent_amount currency, required, rent_due_day integer, deposit currency, status enum, required, contract_file file, notice_period duration |
property_photo | photo file, required, caption text, sort_order integer, is_cover boolean |
maintenance_request | title text, required, description text, status status, priority enum, required, assigned_to user_ref, assigned_agent agent_ref, due_at datetime, cost currency |
rent_reminder | amount currency, created_for date, status enum |
Relationships: crm_contact (property_owner → contact, one), crm_contact (tenant → contact, one), owners (property → property_owner, many), listed_property (property_listing → property, one), leased_property (lease → property, one), tenants (lease → tenant, many), photo_of (property_photo → property, one), maintenance_of (maintenance_request → property, one), reported_by (maintenance_request → tenant, one), for_lease (rent_reminder → lease, one).
Views: property_available, property_active_listings, property_maintenance_board, property_leases, property_rent_due.
Works with: agent_crm.
#recruit 1.0.0
AgentRecruit: candidates, vacancies, applications (stage transitions), interviews (calendar events), evaluations (scorecards) and résumés as files, with privacy defaults: interviewer field rules, consent and a retention sweep.
{
"tool": "packages_install",
"arguments": {
"template": "recruit",
"dry_run": true
}
}| Object | Fields |
|---|---|
vacancy | title text, required, department text, location text, employment_type enum, status status, salary_range_min currency, salary_range_max currency, hiring_manager user_ref, closes_on date |
candidate | full_name text, required, email email, phone phone, location text, source enum, resume file, salary_expectation currency, notice_period duration, retention_consent boolean, required, consent_recorded_at datetime, retain_until datetime, notes rich_text |
application | stage status, applied_at datetime, rejection_reason text |
interview | scheduled_at datetime, required, duration duration, kind enum, interviewer user_ref, interviewer_agent agent_ref, calendar_event_id text, status enum |
evaluation | interviewer user_ref, interviewer_agent agent_ref, recommendation enum, skills_score integer, communication_score integer, role_fit_score integer, scorecard json, notes rich_text |
Relationships: candidate (application → candidate, one), vacancy (application → vacancy, one), for_application (interview → application, one), interviewed_candidate (interview → candidate, one), of_interview (evaluation → interview, one), evaluated_candidate (evaluation → candidate, one).
Views: recruit_pipeline, recruit_interviews, recruit_open_vacancies, recruit_retention_due.
Works with: agent_crm.
#support 1.0.0
AgentSupport: tickets (status transitions, priority, channel), customers, SLA targets with due dates set on create and breach sweeps, escalations, response history linked to Inbox conversations, suggested knowledge articles and CSAT.
{
"tool": "packages_install",
"arguments": {
"template": "support",
"dry_run": true
}
}| Object | Fields |
|---|---|
support_customer | name text, required, email email, phone phone, organization_name text, tier enum, crm_contact_id text |
sla_policy | name text, required, priority enum, required, first_response_minutes integer, required, resolution_minutes integer, required |
ticket | subject text, required, description rich_text, status status, priority enum, required, channel enum, assignee user_ref, assignee_agent agent_ref, conversation_id text, first_response_due_at datetime, resolution_due_at datetime, first_response_at datetime, resolved_at datetime, first_response_sla enum, resolution_sla enum, escalation_level integer, suggested_articles list, csat_score integer, csat_comment text |
escalation | reason enum, required, level integer, status enum, opened_at datetime, note text |
ticket_response | direction enum, required, body text, author text, conversation_seq integer, sent_at datetime |
Relationships: crm_contact (support_customer → contact, one), customer (ticket → support_customer, one), sla_policy (ticket → sla_policy, one), escalates (escalation → ticket, one), response_to (ticket_response → ticket, one).
Views: support_queue, support_priority_queue, support_sla_report, support_open_escalations.
Works with: agent_crm.