51 available actions

What your AI agent can do in Simplekpi

Beautifully simple KPI software. Create, manage and analyse your Key Performance Indicators from the cloud. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get All Data EntriesTool to retrieve processed KPI data entries for reports including calculated KPIs.
Get Category KPITool to retrieve a specific KPI within a category.
Add User Group ItemTool to assign a group item to a user in SimpleKPI.
Add User KPITool to assign a KPI to a user in SimpleKPI.
Update Category KPITool to update a KPI within a category.
Update GroupTool to update an existing group in SimpleKPI.

Browse all 51 actions by capability

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

Find & reviewLook up and review existing recordsView 24 actionsHide actions

Get All Data EntriesTool to retrieve processed KPI data entries for reports including calculated KPIs.
Get Category KPITool to retrieve a specific KPI within a category.
Get GroupTool to get a specific group by ID from SimplekPI.
Get Group ItemTool to retrieve a specific group item by ID.
Get KPI by IDTool to retrieve a specific KPI by ID from SimpleKPI.
Get KPI CategoryTool to get a specific KPI category by ID from SimpleKPI.
Get KPI EntryTool to retrieve a specific KPI entry by ID.
Get KPI FrequencyTool to get a specific KPI frequency by ID from SimplekPI.
Get KPI Icon by IDTool to retrieve a specific KPI icon by ID.
Get KPI UnitTool to get a specific KPI unit by ID from SimpleKPI.
Get User by IDTool to retrieve a specific user by ID.
Get User Group ItemTool to get a specific group item assigned to a user.
Get User KPITool to retrieve a specific KPI assigned to a user.
List Category KPIsTool to retrieve all KPIs within a specific category.
List Group ItemsTool to get all items within a group.
List GroupsTool to retrieve all groups from SimpleKPI.
List KPI CategoriesTool to get all KPI categories.
List KPI EntriesTool to get all KPI entries filtered by date range and optional criteria.
List KPI FrequenciesTool to get all KPI frequencies.
List KPI IconsTool to retrieve all KPI icons from SimpleKPI.
List All KPIsTool to retrieve all KPIs from a SimpleKPI account.
List All KPI UnitsTool to retrieve all KPI units from a SimpleKPI account.
List User Group ItemsTool to get all group items assigned to a user.
List User KPIsTool to get all KPIs assigned to a specific user.

Create & communicateCreate records or send supported messagesView 9 actionsHide actions

Add User Group ItemTool to assign a group item to a user in SimpleKPI.
Add User KPITool to assign a KPI to a user in SimpleKPI.
Create Category KPITool to create a new KPI within a category in SimpleKPI.
Create GroupTool to create a new group in SimpleKPI.
Create Group ItemTool to create a new item within a group in SimpleKPI.
Create KPITool to create a new KPI with specified configuration.
Create KPI CategoryTool to create a new KPI category in SimpleKPI.
Create KPI UnitTool to create a new KPI unit in SimpleKPI.
Create UserTool to create a new user account in SimpleKPI.

Update & manageChange and manage existing recordsView 7 actionsHide actions

Update Category KPITool to update a KPI within a category.
Update GroupTool to update an existing group in SimpleKPI.
Update Group ItemTool to update an existing item in a SimpleKPI group.
Update KPITool to update an existing KPI in SimpleKPI.
Update KPI EntryTool to update an existing KPI entry in SimpleKPI.
Update KPI UnitTool to update an existing KPI unit in SimpleKPI.
Update UserTool to update an existing user account in SimpleKPI.

Remove & cancelRemove records or cancel supported workView 10 actionsHide actions

Delete Category KPITool to delete a KPI from a category.
Delete GroupTool to delete a group by ID.
Delete Group ItemTool to delete a group item by ID.
Delete KPITool to delete a KPI by ID.
Delete KPI CategoryTool to delete a KPI category by its ID.
Delete KPI EntryTool to delete a KPI entry by ID.
Delete KPI UnitTool to delete a KPI unit by its ID.
Delete UserTool to delete a user account by ID.
Delete User Group ItemTool to remove a group item assignment from a user.
Delete User KPITool to remove a KPI assignment from a user.

Other actionsSpecialist and administrative actions.View 1 actionHide actions

Batch KPI EntriesTool to batch create or update multiple KPI entries at once.

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 Simplekpi

How does the agent connect to Simplekpi?

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 Simplekpi?

The page above lists the 51 actions currently available through the Simplekpi connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Simplekpi 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 Simplekpi 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 Simplekpi 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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