8 available actions

What your AI agent can do in Twenty

The #1 Open-Source CRM. Modern, powerful, affordable platform to manage your customer relationships. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get CRM RecordGet one company, person, opportunity, or task by its Twenty UUID, optionally including direct relations.
List CRM ObjectsList standard and custom object definitions in the connected Twenty workspace for schema inspection.
Create CRM RecordCreate one company, person, opportunity, or task using the supported standard fields in the parameter schema.
Update CRM RecordPartially update one company, person, opportunity, or task by UUID using the supported standard fields in the parameter schema; only supplied fields change.
Delete CRM RecordPermanently delete one company, person, opportunity, or task by UUID.
Batch Create CRM RecordsCreate 1-60 records of one type.

Browse all 8 actions by capability

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

Find & reviewLook up and review existing recordsView 4 actionsHide actions

Get CRM RecordGet one company, person, opportunity, or task by its Twenty UUID, optionally including direct relations.
List CRM FieldsList field definitions from the connected Twenty workspace to discover exact field names, types, editability, nullability, uniqueness, and relation targets for schema…
List CRM ObjectsList standard and custom object definitions in the connected Twenty workspace for schema inspection.
List CRM RecordsList companies, people, opportunities, or tasks with Twenty filter syntax, ordering, relation depth, and forward cursor pagination.

Create & communicateCreate records or send supported messagesView 1 actionHide actions

Create CRM RecordCreate one company, person, opportunity, or task using the supported standard fields in the parameter schema.

Update & manageChange and manage existing recordsView 1 actionHide actions

Update CRM RecordPartially update one company, person, opportunity, or task by UUID using the supported standard fields in the parameter schema; only supplied fields change.

Remove & cancelRemove records or cancel supported workView 1 actionHide actions

Delete CRM RecordPermanently delete one company, person, opportunity, or task by UUID.

Other actionsSpecialist and administrative actions.View 1 actionHide actions

Batch Create CRM RecordsCreate 1-60 records of one type.

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 Twenty

How does the agent connect to Twenty?

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 Twenty?

The page above lists the 8 actions currently available through the Twenty connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Twenty 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 Twenty 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 Twenty 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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