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Outline for AI agents

Agents read Outline at once. Changes and sends are held for a person's approval by default.

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About Outline

Team knowledge base and wiki for managing documentation and collaboration

What an agent can do in Outline

Every Outline action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Outline without asking first. 44 actions.

  • Export CollectionTool to export a collection in markdown, JSON, or HTML format. Triggers a bulk export that includes all documents and attachments. If documents are nested, they will be organized in folders within the
  • Get Collection InfoTool to retrieve a collection by its unique identifier. Use when you need to fetch detailed information about a specific collection including its name, description, settings, and permissions.
  • Get Collection DocumentsTool to retrieve a collection's document structure as a tree of navigation nodes. Use when you need to explore the document hierarchy within a collection.
  • Get Document InfoTool to retrieve a document from Outline by its UUID, urlId, or shareId. Returns complete document information including title, content, metadata, timestamps, and access policies. Use when you need to
  • Get User InfoTool to retrieve a user by their unique identifier. Returns user details including name, email, avatar, role, and status. Use when you need to fetch information about a specific user.
  • List CollectionsTool to list all collections that the authenticated user has access to. Use when you need to retrieve all collections, optionally filtered by name or status, with pagination and sorting support.
  • List DocumentsTool to list all documents in your Outline workspace. Returns published documents and draft documents belonging to the current user. Use filters to narrow results by collection, creator, status, or do
  • List GroupsTool to list all groups in the workspace. Groups organize users and manage permissions for collections. Use when you need to retrieve all groups, optionally filtered by name, with pagination and sorti
  • List TemplatesTool to list all templates available to the current user. Use when you need to retrieve all templates, optionally filtered by collection or name, with pagination and sorting support. Templates not ass
  • List UsersTool to list all users in the workspace. Use when you need to retrieve all users, optionally filtered by name, email, or status, with pagination and sorting support.
  • Search DocumentsTool to search all documents in your Outline workspace using keywords. Results are restricted to documents accessible by the current access token. Use filters to narrow results by collection, user, st
  • Search Document TitlesTool to search document titles in Outline workspace using keywords. Unlike full document search, this searches only titles and returns faster results. Use when you need to quickly find documents by th
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  • Export All CollectionsTool to export all collections and their documents in bulk. Use when you need to create a backup or export of all workspace collections. Returns a FileOperation object for tracking export progress.
  • Get Attachment Redirect URLTool to retrieve an attachment redirect URL from Outline. Loads an attachment from where it is stored based on the id. If the attachment is private, a temporary signed URL with embedded credentials is
  • Get CommentTool to retrieve a comment by its ID from Outline. Use when you need to fetch detailed information about a specific comment including its content, author, timestamps, and resolution status.
  • Get Document Children StructureTool to retrieve a document's child structure. Returns the nested document tree (hierarchy) for the children of the specified document. Use when you need to explore document organization or navigate t
  • Get File Operation InfoTool to retrieve the details and current status of a file operation by its unique identifier. Use when you need to check the progress of import or export operations.
  • Get Group InfoTool to retrieve a group by its unique identifier. Returns group details including name and member count. Use when you need to fetch information about a specific group.
  • Get OAuth Client InfoTool to retrieve an OAuth client from Outline by its id or clientId. Returns complete OAuth client configuration including name, scopes, and redirect URIs. Use when you need to fetch OAuth client deta
  • Get Revision InfoTool to retrieve a revision by its ID from Outline. A revision is a snapshot of a document at a specific point in time. Use when you need to fetch historical document content or view editing history.
  • Get Share InfoTool to retrieve a share object by its unique identifier or by the associated document ID. Returns complete share information including URL, visibility settings, access permissions, and view statistic
  • Get Template InfoTool to retrieve a template by its unique identifier. Use when you need to fetch detailed information about a specific template including its title, content, and metadata.
  • List Archived DocumentsList all archived documents in the Outline workspace. Returns paginated archived documents that the current user has access to, with metadata and authorization policies. Use limit and offset for pagin
  • List Collection Group MembershipsTool to list all group memberships for a specific collection in Outline. Use when you need to see which groups have access to a collection and their permission levels. Returns both group details and m
  • List collection membershipsTool to list all individual user memberships for a collection. Use when you need to see who has access to a specific collection and their permission levels. Note: This only returns individual user mem
  • List CommentsTool to retrieve all comments with optional filtering by document or collection. Use when you need to list comments, view comment threads, or monitor discussions. Supports pagination and sorting for l
  • List Data AttributesTool to list all data attributes in Outline. Use when you need to retrieve custom data attributes that can be attached to documents for structured metadata.
  • List Deleted DocumentsTool to list all deleted documents in the workspace that the current user has access to. Use when you need to retrieve, review, or restore documents that have been deleted. Supports pagination and sor
  • List Document Group MembershipsTool to list a document's group memberships. Use when you need to see which groups have access to a specific document and their permission levels.
  • List document membershipsTool to list users with direct membership to a document. Use when you need to see who has direct access to a specific document and their permission levels. Note: This returns only users with direct me
  • List Document UsersTool to list all users with access to a document. Returns all users who have any level of access to the specified document. Use when you need to see who can view or edit a document.
  • List Draft DocumentsTool to list all draft documents belonging to the current user. Use when you need to retrieve unpublished documents. Supports filtering by collection, date recency, pagination, and sorting.
  • List EventsTool to list all events from the audit trail. Use when you need to track actions taken in the knowledge base, such as document creation, permission changes, or user activity. Events provide a comprehe
  • List File OperationsTool to list all file operations for the workspace. Returns background jobs for importing or exporting files, filtered by type. Use to monitor export/import progress and retrieve download URLs for com
  • List Group MembershipsTool to list all members of a specific group in Outline. Use when you need to see which users belong to a group. Returns user details and membership relationships.
  • List OAuth AuthenticationsTool to list all OAuth authentications for the current user. Use when you need to see which third-party applications have been authorized to access the user's account.
  • List OAuth ClientsTool to list all OAuth clients accessible to the authenticated user. Use when you need to retrieve OAuth clients for third-party integrations. Returns both clients created by the user and published cl
  • List Recently Viewed DocumentsTool to list all recently viewed documents by the current user. Returns documents ordered by when they were last viewed. Supports pagination and sorting for large result sets.
  • List RevisionsTool to list all revisions for a specific document. Revisions represent historical snapshots of document content and are useful for tracking changes over time. Use when you need to view a document's e
  • List SharesTool to list all share links in the workspace. Use when you need to retrieve all public document shares, optionally filtered by search query, with pagination and sorting support.
  • List StarsTool to list all starred documents and collections for the authenticated user. Use when you need to retrieve bookmarked items that users have marked for quick access in their sidebar.
  • List ViewsTool to list all users that have viewed a specific document and the overall view count. Use when you need to see who has accessed a document and how many times they've viewed it. Returns view records
  • Redirect File OperationTool to retrieve a file from Outline by file operation ID. Loads the resulting file from where it is stored based on the id. A temporary signed URL with embedded credentials is generated on demand. Us
  • Retrieve Auth InfoTool to retrieve authentication details for the current API key. Use when you need to verify that an API token is valid or obtain identifying information for the authenticated user and workspace.

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 54 actions.

  • Create CollectionTool to create a new collection in Outline. Use when you need to organize documents by creating a new collection with a specific name, description, icon, color, and permission settings.
  • Create DocumentTool to create a new document in Outline. Use when you need to create a new document with specified title, content, and metadata. Documents can be created as drafts or immediately published to a colle
  • Create GroupTool to create a new group in Outline. Use when you need to organize users into logical groups for easier permission management across collections.
  • Create TemplateTool to create a new template in Outline. Use when you need to create a reusable template that can be used as a starting point for new documents. Templates can optionally be scoped to a specific colle
  • Delete CollectionTool to delete a collection and all of its documents from Outline. Use when you need to permanently remove a collection. This action cannot be undone, so use with caution.
  • Move DocumentTool to move a document to a new location or collection in Outline. Use when you need to reorganize documents by moving them to a different collection or nesting them under a different parent document
  • Update CollectionTool to update an existing collection's properties in Outline. Use when you need to modify collection settings such as name, description, icon, color, sharing settings, or permission level.
  • Update DocumentTool to update a document in Outline. Use when you need to modify an existing document's title, content, or metadata. At least the document ID is required.
  • Update GroupTool to update an existing group's name in Outline. Use when you need to rename a group.
  • Update UserTool to update a user's name, avatar, or language preference in Outline. If no ID is provided, updates the authenticated user. Use when you need to modify user profile information.
  • Update User RoleTool to change a user's role in Outline workspace. Use when you need to promote a user to admin, demote an admin to member, or change a user to viewer role. Only available to admin users.
  • Activate UserTool to activate a previously suspended user in Outline. Activating a user allows them to sign in again and will cause billing totals to be re-calculated in the hosted version. Use when you need to re
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  • Add Group to CollectionTool to add a group to a collection in Outline. Use when you need to grant all members of a group access to a specific collection with read or write permissions.
  • Add Document UserTool to add a user membership to a document. Use when you need to grant a user access to a specific document.
  • Add Group to DocumentTool to give all members in a group access to a document. Use when you need to grant document-level access permissions to an entire group at once, rather than adding individual users one by one.
  • Add User to GroupTool to add a user to a group. Use when you need to grant a user membership in a specific group.
  • Add User to CollectionTool to add a user to a collection with specified permissions. Use when you need to grant a user access to a specific collection.
  • Archive DocumentTool to archive a document in Outline. Use when you need to move outdated information out of sight while retaining the ability to search and restore it later.
  • Create AttachmentTool to create an attachment in Outline. This creates a database record and returns the inputs needed to generate a signed URL and upload the file from the client to cloud storage. Use when you need t
  • Create CommentTool to create a comment on an Outline document. Use when you need to add a comment or reply to a document. Either text or data field is required for the comment body.
  • Create OAuth ClientTool to create a new OAuth client in Outline. Use when you need to create an OAuth client application that can be used to authenticate users and access the API on their behalf.
  • Create ShareTool to create a public share link for an Outline document. Use when you need to generate a shareable URL that allows access without workspace membership. If you request multiple shares for the same d
  • Create StarTool to create a star for a document or collection in Outline. Use when you need to star (favorite) a document or collection so it appears in the user's sidebar. One of either documentId or collection
  • Create ViewTool to create a view for a document. Use when you need to record that a document has been viewed. Note: It is recommended that views are not created from outside of the Outline UI.
  • Delete AttachmentTool to delete an attachment from Outline. Deleting an attachment is permanent. It will not delete references or links to the attachment that may exist in your documents.
  • Delete CommentTool to delete a comment in Outline. Use when you need to remove a comment from a document. If the comment is a top-level comment, all its children will be deleted as well.
  • Delete File OperationTool to delete a file operation and its associated files from Outline. Use when you need to clean up completed or failed import/export operations.
  • Delete GroupTool to delete a group from Outline. Deleting a group will cause all of its members to lose access to any collections the group has previously been added to. This action cannot be undone, so use with
  • Delete OAuth AuthenticationTool to delete an OAuth authentication in Outline. Use when you need to revoke a third-party application's access to a user's account. This action removes the OAuth authentication connection between O
  • Delete OAuth ClientTool to delete an OAuth client from Outline. Permanently delete an OAuth client and revoke all associated access tokens. This action cannot be undone, so use with caution.
  • Delete StarTool to delete a star from a document in Outline. Use when you need to remove a star from a user's starred documents list.
  • Delete TemplateTool to delete a template in Outline. This will soft-delete the template, it can be restored later. Use when you need to remove a template from the workspace.
  • Delete UserTool to delete a user in Outline. Deleting a user removes the object entirely. In almost every circumstance it is preferable to suspend a user, as a deleted user can be recreated by signing in with SS
  • Duplicate DocumentTool to duplicate an Outline document. Use when you need to create a copy of an existing document, optionally including all child documents in the hierarchy.
  • Duplicate TemplateTool to duplicate an Outline template. Use when you need to create a copy of an existing template, optionally with a new title or in a different collection.
  • Empty Documents TrashTool to permanently delete all documents in the trash. Use when you need to empty the trash and remove all trashed documents permanently. WARNING: This action is irreversible and only available to adm
  • Invite UsersTool to invite users to the Outline workspace. Use when you need to send email invitations to one or more users to join the workspace.
  • Remove Collection GroupTool to remove a group from a collection, revoking access for all group members. Use when you need to remove group-level access to a collection. Note that members may retain access through other group
  • Remove Collection UserTool to remove a user from a collection. Use when you need to revoke a user's access to a specific collection in Outline.
  • Remove Document UserTool to remove a user membership from a document. Use when you need to revoke a user's access to a specific document.
  • Remove Group from DocumentTool to remove a group from a document, revoking access for all group members. Use when you need to revoke document-level access for an entire group at once.
  • Remove Group UserTool to remove a user from a group. Use when you need to revoke a user's group membership in Outline.
  • Restore DocumentTool to restore a document in Outline. If a document has been archived or deleted, it can be restored. Optionally a revision can be passed to restore the document to a previous point in time.
  • Restore TemplateTool to restore a previously deleted template in Outline. Use when you need to recover a template that was soft-deleted.
  • Revoke ShareTool to revoke a share in Outline, making the share link inactive so it can no longer be used to access the document. Use when you need to disable public access to a shared document.
  • Rotate OAuth Client SecretTool to rotate the secret for an OAuth client in Outline. Use when you need to generate a new client secret for an OAuth client. The old secret will be invalidated immediately.
  • Suspend UserTool to suspend a user in Outline. Suspending a user prevents them from signing in and they are not counted against billing totals. Use when you need to temporarily disable a user's access without del
  • Create Template from DocumentTool to create a template from an existing Outline document. Use when you need to convert a document into a reusable template for your workspace.
  • Unpublish DocumentTool to unpublish a document in Outline. Unpublishing moves the document back to draft status and removes it from the collection. Use when you need to make a published document private again.
  • Update CommentTool to update a comment in Outline. Use when you need to modify the content of an existing comment. The comment body should be provided in ProseMirror document format with type and content fields.
  • Update OAuth ClientTool to update an existing OAuth client in Outline. Use when you need to modify an OAuth client's properties such as name, description, redirect URIs, or published status.
  • Update ShareTool to update a share in Outline. Use when you need to change a share's published status, which controls whether authentication is required to access the shared link.
  • Update StarTool to update a star's position in the Outline sidebar. Use when you need to reorder a user's starred documents or collections by changing the display index.
  • Update TemplateTool to update an existing template in Outline. Use when you need to modify a template's title, content, icon, color, or other properties. At least the template ID is required.

Changes wait in Needs you

Changes and sends in Outline are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Outline questions

Can an agent change data in Outline on its own?

Not by default. Changes and sends in Outline are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Outline?

This connector lists 44 read actions. Reads run at once, without waiting for approval.

How does Outline connect?

It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

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