- Create and update email templates over the API/MCP — name, subject, body, pipeline, attachments.
- Set an action's email_template_id so a broken reference can be re-pointed programmatically. Without this, creating a replacement template doesn't actually repair anything: the new template gets a new id and the action still points at the dead one.
- Read-back of an action's full config, so an agent can verify the repair rather than assume it.
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Add API write for email templates and fix/verify broken action references.
cc
All these asks should be complete and live now
Thanks @Houston Searcy, confirmed on our side. create_email_template, update_email_template, email_template_id on update_pipeline_action, and get_pipeline_action are all there, and list_pipeline_actions now flags broken_reference. That covers the whole ask, and it means we can finally repair the dead "Send email Unknown" branches in Deals and Investors.
Next gap, same shape. We can now read a pipeline's entire workflow and edit its stages (create / rename / reorder), but not the steps inside them. We're restructuring our Investors pipeline: collapsing three follow-up stages into one and rebalancing close probability. None of it can be done over the API:
-
Create and delete stage actions, including child actions (
send_email,set_variable,move_to_stage,record_task_completed), with position andwait_days. -
Edit an action's
data.update_pipeline_actiononly takesemail_template_id,wait_daysandautomate. We need to change aset_variablevalue (probability 20 → 35) and amove_to_stagetarget. -
Delete a stage, with a required destination for the prospects in it, and the same consequences/acknowledge flow
reorder_pipeline_stagesalready has. Today a merge leaves two empty stages on the board.
With those three, the restructure becomes one scripted, reviewable change instead of an afternoon in the builder.
Still open from the original post, if you get to them: a warning before deleting a template that actions still reference, and email templates in the audit log.
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