# MCP tool reference 1 callable tools. Use tools/call at https://mcp.schedulerzero.com/mcp with the exact tool name and arguments below. The /tools/ paths in this view are documentation identifiers, not HTTP endpoints. Request execution is disabled for this reference. Inputs are shown for personal API keys (bound) and for OAuth/delegated agents. Output schemas describe MCP structuredContent: native objects pass through; arrays, scalars and null use a data wrapper. Text content retains the native JSON result. [Connect a client](/mcp/connect) · [Authentication and authorization](/authentication) · [Generated auth guide](/auth.md) · [Download tool catalog](/mcp-catalog.json) · [Agent documentation](/llms.txt) ## manage_sequence_templates Create, update, or delete a workspace-owned sequence template; the action field selects the mutation. Use to author or revise the workspace's reusable sequence library after read_sequence_templates shows the current shape. System templates are immutable and foreign templates reject writes; deletes and updates require explicit confirmation. Obtain the user's explicit authorization before invoking a write or destructive action. This is a client interaction requirement, not a server-issued approval token. Scopes: template:create, template:update, template:delete Risk: write; confirmation: explicit; idempotency: supported. ### Input schema (personal API key) ```json { "type": "object", "properties": { "workspaceId": { "type": "string", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|[fF]{8}-[fF]{4}-[fF]{4}-[fF]{4}-[fF]{12})$", "format": "uuid" }, "action": { "type": "string", "enum": [ "create", "update", "delete" ] }, "templateId": { "type": "string", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|[fF]{8}-[fF]{4}-[fF]{4}-[fF]{4}-[fF]{12})$", "format": "uuid" }, "input": { "anyOf": [ { "type": "object", "properties": { "name": { "$ref": "#/$defs/TemplateName" }, "description": { "anyOf": [ { "$ref": "#/$defs/TemplateDescription" }, { "type": "null" } ] }, "category": { "anyOf": [ { "$ref": "#/$defs/TemplateCategory" }, { "type": "null" } ] }, "steps": { "type": "array", "items": { "$ref": "#/$defs/TemplateStep" }, "maxItems": 50 } }, "required": [ "name", "steps" ], "patternProperties": { "^(?!(?:name|description|category|steps)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "name", "description", "category", "steps" ] } }, { "type": "object", "properties": { "name": { "$ref": "#/$defs/TemplateName" }, "description": { "anyOf": [ { "$ref": "#/$defs/TemplateDescription" }, { "type": "null" } ] }, "category": { "anyOf": [ { "$ref": "#/$defs/TemplateCategory" }, { "type": "null" } ] }, "steps": { "type": "array", "items": { "$ref": "#/$defs/TemplateStep" }, "maxItems": 50 } }, "patternProperties": { "^(?!(?:name|description|category|steps)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "name", "description", "category", "steps" ] }, "minProperties": 1, "maxProperties": 4 } ] } }, "required": [ "workspaceId", "action" ], "patternProperties": { "^(?!(?:workspaceId|action|templateId|input)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "workspaceId", "action", "templateId", "input" ] }, "$defs": { "TemplateName": { "type": "string", "minLength": 1, "maxLength": 200 }, "TemplateDescription": { "type": "string", "minLength": 1, "maxLength": 1000 }, "TemplateCategory": { "type": "string", "minLength": 1, "maxLength": 100 }, "Union_": { "anyOf": [ { "type": "null" }, { "type": "boolean" }, { "type": "number" }, { "type": "string" }, { "$ref": "#/$defs/Arrays_" }, { "type": "object", "additionalProperties": { "$ref": "#/$defs/Union_" } } ] }, "Arrays_": { "type": "array", "items": { "$ref": "#/$defs/Union_" } }, "EditorStateJson": { "anyOf": [ { "type": "null" }, { "type": "boolean" }, { "type": "number" }, { "type": "string" }, { "$ref": "#/$defs/Arrays_" }, { "type": "object", "additionalProperties": { "$ref": "#/$defs/Union_" } } ] }, "ShortText": { "type": "string", "minLength": 1, "maxLength": 256 }, "TemplateStep": { "anyOf": [ { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "email_content" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "variants": { "type": "array", "items": { "type": "object", "properties": { "variantOrder": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "subject": { "anyOf": [ { "$ref": "#/$defs/EditorStateJson" }, { "type": "null" } ] }, "body": { "anyOf": [ { "$ref": "#/$defs/EditorStateJson" }, { "type": "null" } ] } }, "required": [ "variantOrder", "subject", "body" ], "patternProperties": { "^(?!(?:variantOrder|subject|body)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "variantOrder", "subject", "body" ] } }, "minItems": 1 } }, "required": [ "type", "delayMinutes", "variants" ], "patternProperties": { "^(?!(?:type|delayMinutes|variants)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "variants" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "manual_review" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "notificationMessage": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "notificationMessage" ], "patternProperties": { "^(?!(?:type|delayMinutes|notificationMessage)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "notificationMessage" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "linked_in_connection_request" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "connectionNote": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "connectionNote" ], "patternProperties": { "^(?!(?:type|delayMinutes|connectionNote)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "connectionNote" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "linked_in_in_mail" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "subject": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] }, "body": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "subject", "body" ], "patternProperties": { "^(?!(?:type|delayMinutes|subject|body)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "subject", "body" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "phone_call" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "script": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "script" ], "patternProperties": { "^(?!(?:type|delayMinutes|script)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "script" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "text_message" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "message": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] }, "mediaUrl": { "anyOf": [ { "type": "string", "maxLength": 2048 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "message" ], "patternProperties": { "^(?!(?:type|delayMinutes|message|mediaUrl)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "message", "mediaUrl" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "http_post_request" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "url": { "anyOf": [ { "type": "string", "maxLength": 2048 }, { "type": "null" } ] }, "headers": { "anyOf": [ { "type": "object", "additionalProperties": true }, { "type": "null" } ] }, "bodyTemplate": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "url", "headers", "bodyTemplate" ], "patternProperties": { "^(?!(?:type|delayMinutes|url|headers|bodyTemplate)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "url", "headers", "bodyTemplate" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "heyreach_campaign" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "connectionId": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "campaignId": { "anyOf": [ { "type": "integer", "minimum": 1 }, { "type": "null" } ] }, "campaignName": { "anyOf": [ { "type": "string", "maxLength": 500 }, { "type": "null" } ] }, "linkedInAccountId": { "anyOf": [ { "type": "integer", "minimum": 1 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "campaignId" ], "patternProperties": { "^(?!(?:type|delayMinutes|connectionId|campaignId|campaignName|linkedInAccountId)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "connectionId", "campaignId", "campaignName", "linkedInAccountId" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "attio_task" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "content": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] }, "assigneeMemberIds": { "type": "array", "items": { "type": "string" } }, "onMissingAssignee": { "type": "string", "enum": [ "skip", "fail" ] }, "deadlineOffsetDays": { "anyOf": [ { "type": "integer" }, { "type": "null" } ] }, "personLink": { "type": "object", "properties": { "enabled": { "type": "boolean" }, "sourceVariable": { "type": "string" }, "matchBy": { "type": "string", "enum": [ "email", "domain", "record_id" ] }, "createIfMissing": { "type": "boolean" } }, "required": [ "enabled", "sourceVariable", "matchBy", "createIfMissing" ], "patternProperties": { "^(?!(?:enabled|sourceVariable|matchBy|createIfMissing)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "enabled", "sourceVariable", "matchBy", "createIfMissing" ] } }, "companyLink": { "type": "object", "properties": { "enabled": { "type": "boolean" }, "sourceVariable": { "type": "string" }, "matchBy": { "type": "string", "enum": [ "email", "domain", "record_id" ] }, "createIfMissing": { "type": "boolean" } }, "required": [ "enabled", "sourceVariable", "matchBy", "createIfMissing" ], "patternProperties": { "^(?!(?:enabled|sourceVariable|matchBy|createIfMissing)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "enabled", "sourceVariable", "matchBy", "createIfMissing" ] } } }, "required": [ "type", "delayMinutes", "content", "assigneeMemberIds", "onMissingAssignee", "deadlineOffsetDays", "personLink", "companyLink" ], "patternProperties": { "^(?!(?:type|delayMinutes|content|assigneeMemberIds|onMissingAssignee|deadlineOffsetDays|personLink|companyLink)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "content", "assigneeMemberIds", "onMissingAssignee", "deadlineOffsetDays", "personLink", "companyLink" ] } } ] } } } ``` ### Input schema (OAuth / delegated agent) ```json { "type": "object", "properties": { "workspaceId": { "type": "string", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|[fF]{8}-[fF]{4}-[fF]{4}-[fF]{4}-[fF]{12})$", "format": "uuid" }, "action": { "type": "string", "enum": [ "create", "update", "delete" ] }, "templateId": { "type": "string", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|[fF]{8}-[fF]{4}-[fF]{4}-[fF]{4}-[fF]{12})$", "format": "uuid" }, "input": { "anyOf": [ { "type": "object", "properties": { "name": { "$ref": "#/$defs/TemplateName" }, "description": { "anyOf": [ { "$ref": "#/$defs/TemplateDescription" }, { "type": "null" } ] }, "category": { "anyOf": [ { "$ref": "#/$defs/TemplateCategory" }, { "type": "null" } ] }, "steps": { "type": "array", "items": { "$ref": "#/$defs/TemplateStep" }, "maxItems": 50 } }, "required": [ "name", "steps" ], "patternProperties": { "^(?!(?:name|description|category|steps)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "name", "description", "category", "steps" ] } }, { "type": "object", "properties": { "name": { "$ref": "#/$defs/TemplateName" }, "description": { "anyOf": [ { "$ref": "#/$defs/TemplateDescription" }, { "type": "null" } ] }, "category": { "anyOf": [ { "$ref": "#/$defs/TemplateCategory" }, { "type": "null" } ] }, "steps": { "type": "array", "items": { "$ref": "#/$defs/TemplateStep" }, "maxItems": 50 } }, "patternProperties": { "^(?!(?:name|description|category|steps)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "name", "description", "category", "steps" ] }, "minProperties": 1, "maxProperties": 4 } ] } }, "required": [ "workspaceId", "action" ], "patternProperties": { "^(?!(?:workspaceId|action|templateId|input)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "workspaceId", "action", "templateId", "input" ] }, "$defs": { "TemplateName": { "type": "string", "minLength": 1, "maxLength": 200 }, "TemplateDescription": { "type": "string", "minLength": 1, "maxLength": 1000 }, "TemplateCategory": { "type": "string", "minLength": 1, "maxLength": 100 }, "Union_": { "anyOf": [ { "type": "null" }, { "type": "boolean" }, { "type": "number" }, { "type": "string" }, { "$ref": "#/$defs/Arrays_" }, { "type": "object", "additionalProperties": { "$ref": "#/$defs/Union_" } } ] }, "Arrays_": { "type": "array", "items": { "$ref": "#/$defs/Union_" } }, "EditorStateJson": { "anyOf": [ { "type": "null" }, { "type": "boolean" }, { "type": "number" }, { "type": "string" }, { "$ref": "#/$defs/Arrays_" }, { "type": "object", "additionalProperties": { "$ref": "#/$defs/Union_" } } ] }, "ShortText": { "type": "string", "minLength": 1, "maxLength": 256 }, "TemplateStep": { "anyOf": [ { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "email_content" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "variants": { "type": "array", "items": { "type": "object", "properties": { "variantOrder": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "subject": { "anyOf": [ { "$ref": "#/$defs/EditorStateJson" }, { "type": "null" } ] }, "body": { "anyOf": [ { "$ref": "#/$defs/EditorStateJson" }, { "type": "null" } ] } }, "required": [ "variantOrder", "subject", "body" ], "patternProperties": { "^(?!(?:variantOrder|subject|body)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "variantOrder", "subject", "body" ] } }, "minItems": 1 } }, "required": [ "type", "delayMinutes", "variants" ], "patternProperties": { "^(?!(?:type|delayMinutes|variants)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "variants" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "manual_review" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "notificationMessage": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "notificationMessage" ], "patternProperties": { "^(?!(?:type|delayMinutes|notificationMessage)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "notificationMessage" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "linked_in_connection_request" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "connectionNote": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "connectionNote" ], "patternProperties": { "^(?!(?:type|delayMinutes|connectionNote)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "connectionNote" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "linked_in_in_mail" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "subject": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] }, "body": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "subject", "body" ], "patternProperties": { "^(?!(?:type|delayMinutes|subject|body)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "subject", "body" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "phone_call" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "script": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "script" ], "patternProperties": { "^(?!(?:type|delayMinutes|script)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "script" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "text_message" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "message": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] }, "mediaUrl": { "anyOf": [ { "type": "string", "maxLength": 2048 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "message" ], "patternProperties": { "^(?!(?:type|delayMinutes|message|mediaUrl)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "message", "mediaUrl" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "http_post_request" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "url": { "anyOf": [ { "type": "string", "maxLength": 2048 }, { "type": "null" } ] }, "headers": { "anyOf": [ { "type": "object", "additionalProperties": true }, { "type": "null" } ] }, "bodyTemplate": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "url", "headers", "bodyTemplate" ], "patternProperties": { "^(?!(?:type|delayMinutes|url|headers|bodyTemplate)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "url", "headers", "bodyTemplate" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "heyreach_campaign" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "connectionId": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "campaignId": { "anyOf": [ { "type": "integer", "minimum": 1 }, { "type": "null" } ] }, "campaignName": { "anyOf": [ { "type": "string", "maxLength": 500 }, { "type": "null" } ] }, "linkedInAccountId": { "anyOf": [ { "type": "integer", "minimum": 1 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "campaignId" ], "patternProperties": { "^(?!(?:type|delayMinutes|connectionId|campaignId|campaignName|linkedInAccountId)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "connectionId", "campaignId", "campaignName", "linkedInAccountId" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "attio_task" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "content": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] }, "assigneeMemberIds": { "type": "array", "items": { "type": "string" } }, "onMissingAssignee": { "type": "string", "enum": [ "skip", "fail" ] }, "deadlineOffsetDays": { "anyOf": [ { "type": "integer" }, { "type": "null" } ] }, "personLink": { "type": "object", "properties": { "enabled": { "type": "boolean" }, "sourceVariable": { "type": "string" }, "matchBy": { "type": "string", "enum": [ "email", "domain", "record_id" ] }, "createIfMissing": { "type": "boolean" } }, "required": [ "enabled", "sourceVariable", "matchBy", "createIfMissing" ], "patternProperties": { "^(?!(?:enabled|sourceVariable|matchBy|createIfMissing)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "enabled", "sourceVariable", "matchBy", "createIfMissing" ] } }, "companyLink": { "type": "object", "properties": { "enabled": { "type": "boolean" }, "sourceVariable": { "type": "string" }, "matchBy": { "type": "string", "enum": [ "email", "domain", "record_id" ] }, "createIfMissing": { "type": "boolean" } }, "required": [ "enabled", "sourceVariable", "matchBy", "createIfMissing" ], "patternProperties": { "^(?!(?:enabled|sourceVariable|matchBy|createIfMissing)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "enabled", "sourceVariable", "matchBy", "createIfMissing" ] } } }, "required": [ "type", "delayMinutes", "content", "assigneeMemberIds", "onMissingAssignee", "deadlineOffsetDays", "personLink", "companyLink" ], "patternProperties": { "^(?!(?:type|delayMinutes|content|assigneeMemberIds|onMissingAssignee|deadlineOffsetDays|personLink|companyLink)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "content", "assigneeMemberIds", "onMissingAssignee", "deadlineOffsetDays", "personLink", "companyLink" ] } } ] } } } ``` ### Output schema (structuredContent) ```json { "$defs": { "TemplateName": { "type": "string", "minLength": 1, "maxLength": 200 }, "TemplateDescription": { "type": "string", "minLength": 1, "maxLength": 1000 }, "TemplateCategory": { "type": "string", "minLength": 1, "maxLength": 100 }, "Union_": { "anyOf": [ { "type": "null" }, { "type": "boolean" }, { "type": "number" }, { "type": "string" }, { "$ref": "#/$defs/Arrays_" }, { "type": "object", "additionalProperties": { "$ref": "#/$defs/Union_" } } ] }, "Arrays_": { "type": "array", "items": { "$ref": "#/$defs/Union_" } }, "EditorStateJson": { "anyOf": [ { "type": "null" }, { "type": "boolean" }, { "type": "number" }, { "type": "string" }, { "$ref": "#/$defs/Arrays_" }, { "type": "object", "additionalProperties": { "$ref": "#/$defs/Union_" } } ] }, "ShortText": { "type": "string", "minLength": 1, "maxLength": 256 }, "TemplateStep": { "anyOf": [ { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "email_content" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "variants": { "type": "array", "items": { "type": "object", "properties": { "variantOrder": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "subject": { "anyOf": [ { "$ref": "#/$defs/EditorStateJson" }, { "type": "null" } ] }, "body": { "anyOf": [ { "$ref": "#/$defs/EditorStateJson" }, { "type": "null" } ] } }, "required": [ "variantOrder", "subject", "body" ], "patternProperties": { "^(?!(?:variantOrder|subject|body)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "variantOrder", "subject", "body" ] } }, "minItems": 1 } }, "required": [ "type", "delayMinutes", "variants" ], "patternProperties": { "^(?!(?:type|delayMinutes|variants)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "variants" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "manual_review" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "notificationMessage": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "notificationMessage" ], "patternProperties": { "^(?!(?:type|delayMinutes|notificationMessage)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "notificationMessage" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "linked_in_connection_request" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "connectionNote": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "connectionNote" ], "patternProperties": { "^(?!(?:type|delayMinutes|connectionNote)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "connectionNote" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "linked_in_in_mail" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "subject": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] }, "body": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "subject", "body" ], "patternProperties": { "^(?!(?:type|delayMinutes|subject|body)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "subject", "body" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "phone_call" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "script": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "script" ], "patternProperties": { "^(?!(?:type|delayMinutes|script)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "script" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "text_message" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "message": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] }, "mediaUrl": { "anyOf": [ { "type": "string", "maxLength": 2048 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "message" ], "patternProperties": { "^(?!(?:type|delayMinutes|message|mediaUrl)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "message", "mediaUrl" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "http_post_request" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "url": { "anyOf": [ { "type": "string", "maxLength": 2048 }, { "type": "null" } ] }, "headers": { "anyOf": [ { "type": "object", "additionalProperties": true }, { "type": "null" } ] }, "bodyTemplate": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "url", "headers", "bodyTemplate" ], "patternProperties": { "^(?!(?:type|delayMinutes|url|headers|bodyTemplate)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "url", "headers", "bodyTemplate" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "heyreach_campaign" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "connectionId": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "campaignId": { "anyOf": [ { "type": "integer", "minimum": 1 }, { "type": "null" } ] }, "campaignName": { "anyOf": [ { "type": "string", "maxLength": 500 }, { "type": "null" } ] }, "linkedInAccountId": { "anyOf": [ { "type": "integer", "minimum": 1 }, { "type": "null" } ] } }, "required": [ "type", "delayMinutes", "campaignId" ], "patternProperties": { "^(?!(?:type|delayMinutes|connectionId|campaignId|campaignName|linkedInAccountId)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "connectionId", "campaignId", "campaignName", "linkedInAccountId" ] } }, { "type": "object", "properties": { "type": { "anyOf": [ { "type": "string", "enum": [ "attio_task" ] } ] }, "delayMinutes": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "content": { "anyOf": [ { "type": "string", "maxLength": 20000 }, { "type": "null" } ] }, "assigneeMemberIds": { "type": "array", "items": { "type": "string" } }, "onMissingAssignee": { "type": "string", "enum": [ "skip", "fail" ] }, "deadlineOffsetDays": { "anyOf": [ { "type": "integer" }, { "type": "null" } ] }, "personLink": { "type": "object", "properties": { "enabled": { "type": "boolean" }, "sourceVariable": { "type": "string" }, "matchBy": { "type": "string", "enum": [ "email", "domain", "record_id" ] }, "createIfMissing": { "type": "boolean" } }, "required": [ "enabled", "sourceVariable", "matchBy", "createIfMissing" ], "patternProperties": { "^(?!(?:enabled|sourceVariable|matchBy|createIfMissing)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "enabled", "sourceVariable", "matchBy", "createIfMissing" ] } }, "companyLink": { "type": "object", "properties": { "enabled": { "type": "boolean" }, "sourceVariable": { "type": "string" }, "matchBy": { "type": "string", "enum": [ "email", "domain", "record_id" ] }, "createIfMissing": { "type": "boolean" } }, "required": [ "enabled", "sourceVariable", "matchBy", "createIfMissing" ], "patternProperties": { "^(?!(?:enabled|sourceVariable|matchBy|createIfMissing)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "enabled", "sourceVariable", "matchBy", "createIfMissing" ] } } }, "required": [ "type", "delayMinutes", "content", "assigneeMemberIds", "onMissingAssignee", "deadlineOffsetDays", "personLink", "companyLink" ], "patternProperties": { "^(?!(?:type|delayMinutes|content|assigneeMemberIds|onMissingAssignee|deadlineOffsetDays|personLink|companyLink)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "type", "delayMinutes", "content", "assigneeMemberIds", "onMissingAssignee", "deadlineOffsetDays", "personLink", "companyLink" ] } } ] }, "UtcDateTimeEncoded": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}T\\d{2}:\\d{2}:\\d{2}\\.\\d{3}Z$" } }, "type": "object", "anyOf": [ { "allOf": [ { "anyOf": [ { "type": "object", "properties": { "id": { "type": "string", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|[fF]{8}-[fF]{4}-[fF]{4}-[fF]{4}-[fF]{12})$", "format": "uuid" }, "name": { "$ref": "#/$defs/TemplateName" }, "description": { "anyOf": [ { "$ref": "#/$defs/TemplateDescription" }, { "type": "null" } ] }, "category": { "anyOf": [ { "$ref": "#/$defs/TemplateCategory" }, { "type": "null" } ] }, "isSystem": { "type": "boolean" }, "organizationId": { "anyOf": [ { "type": "string", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|[fF]{8}-[fF]{4}-[fF]{4}-[fF]{4}-[fF]{12})$", "format": "uuid" }, { "type": "null" } ] }, "steps": { "type": "array", "items": { "$ref": "#/$defs/TemplateStep" }, "maxItems": 50 }, "createdAt": { "$ref": "#/$defs/UtcDateTimeEncoded" }, "updatedAt": { "$ref": "#/$defs/UtcDateTimeEncoded" } }, "required": [ "id", "name", "description", "category", "isSystem", "organizationId", "steps", "createdAt", "updatedAt" ], "patternProperties": { "^(?!(?:id|name|description|category|isSystem|organizationId|steps|createdAt|updatedAt)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "id", "name", "description", "category", "isSystem", "organizationId", "steps", "createdAt", "updatedAt" ] } }, { "type": "object", "properties": { "success": { "anyOf": [ { "type": "boolean", "enum": [ true ] } ] } }, "required": [ "success" ], "patternProperties": { "^(?!(?:success)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "anyOf": [ { "type": "string", "enum": [ "success" ] } ] } } ] }, { "type": "object" } ] }, { "type": "object", "properties": { "data": { "allOf": [ { "anyOf": [ { "type": "object", "properties": { "id": { "type": "string", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|[fF]{8}-[fF]{4}-[fF]{4}-[fF]{4}-[fF]{12})$", "format": "uuid" }, "name": { "$ref": "#/$defs/TemplateName" }, "description": { "anyOf": [ { "$ref": "#/$defs/TemplateDescription" }, { "type": "null" } ] }, "category": { "anyOf": [ { "$ref": "#/$defs/TemplateCategory" }, { "type": "null" } ] }, "isSystem": { "type": "boolean" }, "organizationId": { "anyOf": [ { "type": "string", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|[fF]{8}-[fF]{4}-[fF]{4}-[fF]{4}-[fF]{12})$", "format": "uuid" }, { "type": "null" } ] }, "steps": { "type": "array", "items": { "$ref": "#/$defs/TemplateStep" }, "maxItems": 50 }, "createdAt": { "$ref": "#/$defs/UtcDateTimeEncoded" }, "updatedAt": { "$ref": "#/$defs/UtcDateTimeEncoded" } }, "required": [ "id", "name", "description", "category", "isSystem", "organizationId", "steps", "createdAt", "updatedAt" ], "patternProperties": { "^(?!(?:id|name|description|category|isSystem|organizationId|steps|createdAt|updatedAt)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "type": "string", "enum": [ "id", "name", "description", "category", "isSystem", "organizationId", "steps", "createdAt", "updatedAt" ] } }, { "type": "object", "properties": { "success": { "anyOf": [ { "type": "boolean", "enum": [ true ] } ] } }, "required": [ "success" ], "patternProperties": { "^(?!(?:success)$)[\\s\\S]*$": false }, "additionalProperties": true, "propertyNames": { "anyOf": [ { "type": "string", "enum": [ "success" ] } ] } } ] }, { "not": { "type": "object" } } ] } }, "required": [ "data" ], "additionalProperties": false } ] } ``` ### Underlying API operations - `templates.create`: `POST /v1/workspaces/:workspaceId/templates` - `templates.update`: `PATCH /v1/workspaces/:workspaceId/templates/:templateId` - `templates.delete`: `DELETE /v1/workspaces/:workspaceId/templates/:templateId`