11 available actions

What your AI agent can do in Carbone

Carbone is a fast and simple report generator that converts JSON data into various document formats such as PDF, DOCX, XLSX, ODT, and more, using templates. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get Carbone Server StatusTool to retrieve the current status and health of the Carbone server.
List Template CategoriesTool to retrieve a list of all categories used in templates.
Generate Carbone ReportTool to generate a Carbone report from a template and JSON data.
Upload a templateUpload a template file to the Carbone server to obtain a template ID for document generation.
Update Template MetadataTool to update metadata and attributes of an existing Carbone template.
Set Carbone API VersionTool to set the Carbone API version to be used for subsequent requests.

Browse all 11 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 5 actionsHide actions

Download TemplateTool to download a template from Carbone by template ID.
Get Carbone Server StatusTool to retrieve the current status and health of the Carbone server.
List Template CategoriesTool to retrieve a list of all categories used in templates.
List TemplatesTool to retrieve a list of templates from Carbone storage with filtering, search, and cursor-based pagination.
List Template TagsTool to list all tags currently used in templates.

Create & communicateCreate records or send supported messagesView 2 actionsHide actions

Generate Carbone ReportTool to generate a Carbone report from a template and JSON data.
Upload a templateUpload a template file to the Carbone server to obtain a template ID for document generation.

Update & manageChange and manage existing recordsView 2 actionsHide actions

Set Carbone API VersionTool to set the Carbone API version to be used for subsequent requests.
Update Template MetadataTool to update metadata and attributes of an existing Carbone template.

Remove & cancelRemove records or cancel supported workView 1 actionHide actions

Delete Carbone TemplatePermanently delete a template from the Carbone server by its 64-character hexadecimal template ID.

Other actionsSpecialist and administrative actions.View 1 actionHide actions

Render Template DirectTool to generate a document by uploading a base64-encoded template and data in a single API call.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Carbone

How does the agent connect to Carbone?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in Carbone?

The page above lists the 11 actions currently available through the Carbone connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Carbone included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Carbone is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Carbone to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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