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Live 266 Actions

Workiva Integration for AI Agents

Connect your AI agent to 266 Workiva actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in.

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Workiva AI Agent Actions

266 production-ready actions for your agent to do more on Workiva.

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266 Actions

Retrieve A Single Activity - Retrieves an activity given its ID.

Retrieve A List Of Activity Actions - Retrieves a list of actions performed that may produce activities.

Retrieve A Single Activity Action - Returns an action performed, given its ID Attention The Workiva Platform does not guarantee that actions taken in the platform will always result in the same Activity ID.

Retrieve A List Of Activities For An Organization - Returns a paginated list of activities for a given organization.

Retrieve A List Of Activities For A Workspace - Returns a paginated list of activities for a given organization and workspace.

Retrieve A List Of Organizations - Returns a paginated list of organizations.

Retrieve A Single Organization - Retrieves an organization given its ID

Update A Single Organization - Updates the properties of an organization.

Retrieve Available Roles Within An Organization - Retrieves available roles within an organization given its ID

Retrieve Available Solutions Within An Organization - Retrieves available solutions within an organization given its ID

Retrieve List Of An Organizations Users - Retrieve users in an organization.

Create A New Organization User - Creates a new OrganizationUser resource

Assign Existing User To Organization - Assign an existing organization user to an organization

Retrieve A Single User In An Organization - Retrieves an organization user given its ID

Partially Update A Single User In An Organization - Partially update the properties of a User within an Organization.

Delete An Organization User - Delete a user from an organization

List Roles Assigned To An Organization User - Retrieve a User's roles within an Organization

Assign Roles For An Organization User - Assign a User's roles within an Organization.

Revoke Roles For An Organization User - Revoke a User's roles within an Organization.

Retrieve List Of Workspaces - Retrieve a list of workspaces in an organization.

Create A New Workspace - Creates a new workspace resource

Retrieve A Single Workspace - Retrieves a workspace given its ID

Update A Single Workspace - Updates the properties of a workspace.

Retrieve List Of Groups - Retrieve a list of groups in a workspace

Create A New Group In A Workspace - Creates a new group resource

Retrieve A Single Group - Retrieves a group given its ID

Update A Single Group - Updates the properties of a group.

Delete A Single Group - Deletes a group given its ID.

Retrieve List Of Group Members - Retrieve a list of members in a workspace group

Modify Members In A Group - Add and/or remove members from a group.

Retrieve List Of Workspace Memberships - Retrieve all memberships of a workspace

Create A New Workspace Membership - Creates a new `WorkspaceMembership` resource

Create A New Workspace Membership With Options - Creates a new `WorkspaceMembership` and allows control over notification options.

Retrieve A Single Workspace Membership - Retrieves a workspace membership given its ID

Delete A Workspace Membership - Revoke a user's membership to a `Workspace`.

Retrieve Available Roles For A Workspace Membership - Retrieves available roles for a workspace membership

Assign Roles For A Workspace Membership - Assign a member's roles within a Workspace.

Revoke Roles For A Workspace Membership - Revoke a member's roles within a Workspace.

Retrieve Available Roles Within A Workspace - Retrieves available roles within a workspace given an organization and workspace ID

Retrieve Available Solutions Within A Workspace - Retrieves available solutions within a workspace given its ID

Retrieve A Solution By Id - Retrieve a solutions within a workspace given its ID

Retrieve An Anchor By ID - Returns an `Anchor` given its id.

Retrieve A Destination Link By Id - Returns a `DestinationLink` given its id

Initiate A Destination Link Conversion - Converts a destination link into a source link.

Retrieve Drawing Elements By Id - Returns a `DrawingElementListResult` given its id

Retrieve A List Of Drawing Anchors - Returns an `AnchorsListResult` for a given drawingId.

Retrieve A Drawing Anchor By ID - Returns an `Anchor` given its id.

Retrieve A List Of Drawing Anchor Extensions - Returns a paginated list of `AnchorExtensions` for a given anchorId.

Initiate Upload Of An Image - Retrieves a URL that can be used to upload an image, and an operationId to track the image upload progress.

Retrieve An Image By Id - Returns a `Image` given its id

Retrieve A List Of Rich Text Anchors - Returns an `AnchorsListResult` for a given richTextId.

Initiate Creation Of A New Rich Text Anchor - Create a new `Anchor` using a `RichTextAnchorCreation` request.

Retrieve A Rich Text Anchor By Id - Returns an `Anchor` given its id.

Retrieve A List Of Rich Text Anchor Extensions - Returns a paginated list of `AnchorExtensions` for a given anchorId.

Initiate Duplication Edits To Rich Text - Sends a `RichTextDuplicationEdit` to perform on the rich text.

Initiate Edits To Rich Text - Sends a `RichTextBatchEdit` to perform as a batch on the rich text.

Initiate Edits To Rich Text Links - Sends a `RichTextLinksBatchEdit` to perform as a batch on the rich text.

Retrieve Rich Text Paragraphs - Returns a `ParagraphsListResult` for a rich text object, given its id.

Retrieve A Style Guide By Id - Returns the `StyleGuide` populated with the text styles, list styles, etc.

Initiate A Style Guide Export - Export the style guide with the given identifier.

Initiate Import Of A Style Guide - Imports a style guide to the given identifier.

Retrieve A List Of Table Anchors - Returns an `AnchorsListResult` given tableId.

Initiate Creation Of A New Table Anchor - Create a new `Anchor` using a `TableAnchorCreation` request.

Retrieve A Table Anchor By ID - Returns an `Anchor` given its id.

Retrieve A List Of Table Anchor Extensions - Returns a paginated list of `AnchorExtensions` for a given anchorId.

Retrieve Table Cell Content - Returns a `TableCellsResult` for a given tableId.

Initiate Edits To Table Cells - Sends a `TableCellsBatchEdit` to perform on the cells in a table.

Retrieve Table Column Properties - Returns a `ColumnPropertiesListResult` for a table

Initiate Edit To A Table - Sends a single `TableEdit` to perform on the table.

Reapply Filters To The Table - Performs a `TableFiltersReapplication` on the specified table.

Initiate Edit To Table Links - Sends a `TableLinksBatchEdit` to perform on the links in a table.

Retrieve A List Of Range Links - Returns a `RangeLinkListResult` for a given tableId.

Retrieve A Range Link By Id - Returns a `RangeLink` given its id

Retrieve Range Link Destinations For A Source - Returns a `RangeLinkListResult` of destinations for a given source range link.

Initiate Range Links Edits On A Table - Sends a `RangeLinkEdit` to perform on the range links in a table.

Retrieve A Table's Properties By Id - Returns a `TableProperties` for a table

Partially Update A Table's Properties - Partially updates a table's properties given its ID.

Retrieve Table Row Properties - Returns a `RowPropertiesListResult` for a table

Retrieve A CustomSchema - Retrieves the CustomSchema, which has the complete schema of custom fields and groups for the entire workspace, optionally filtering to a historical revision.

Partially Update A CustomSchema - Partially update the schema of custom fields and custom field groups for the entire workspace.

Retrieve A List Of Documents - Returns a paginated list of documents.

Retrieve A Single Document - Retrieves a document given its ID.

Partially Update A Single Document - Updates the properties of a document.

Retrieve A Paginated Collection Of Bookmarks From A Document - Returns bookmarks within a document in document order.

Apply A Batch Of Bookmark Edits To A Document - Sends a collection of bookmark edits to perform atomically on a document.

Retrieve A Single Bookmark From A Document - Returns the bookmark with the given ID from the document.

Initiate A Document Export - Asynchronously exports a document as .PDF or .DOCX., or .XHTML.

Reapply Filters To The Document - Performs a `DocumentFiltersReapplication` on the specified document.

Replace Link Destinations In A Document - Replaces existing link destinations with new destinations.

Initiate Publication Of Links In A Document - Publishes the links in a document - either all (as document owner) or only one's own.

Retrieve A List Of Milestones For A Document - Returns MilestoneListResult.

Retrieve Permissions For A Document - Retrieves a paginated list of permissions for a given document

Modify Permissions On A Document - Assign and/or revoke permissions on a document.

Retrieve A List Of Sections - Returns a list of sections.

Create A New Section In A Document - Creates a new section in a document, given its properties.

Retrieve A Single Section - Retrieves a section given its ID.

Partially Update A Single Section - Updates the properties of a section.

Delete A Single Section - Deletes a section given its ID.

Copy Section - Asynchronously copies a section given details about the copy's destination within the same or another document.

Initiate Sections Edits - Updates the properties of a collection of sections in a document using SectionsEdits request.

Retrieve Permissions For A Section In A Document - Retrieves a paginated list of permissions for the given section in a document

Modify Permissions On A Given Section Of A Document - Assign and/or revoke permissions on a section.

Retrieve A Collection Of Tables From A Document - Returns the collection of tables within a document.

Retrieve A List Of Files - Returns a paginated list of files.

Create A New File - Creates a new file.

Initiate A File Import - Import a file for conversion to a Workiva equivalent.

Retrieve A List Of Trashed Files - Returns a paginated list of files that have been trashed.

Retrieve A Single File - Retrieves a file given its ID

Partially Update A Single File - Partially updates the properties of a file.

Initiate A File Copy - Copy a file to a new location.

Initiate A File Export By ID - Export a file by its unique ID.

Initiate Restoration Of A Single File - Restores a file given its ID.

Initiate Trash Of A Single File - Trashes a file given its ID.

Retrieve Permissions For A File - Retrieves a paginated list of permissions for a given file

Modify Permissions On A File - Assign and/or revoke permissions on a file.

Create New Record Edits - Creates new record edits given their properties.

Retrieve A List Of Records - Returns a list of records matching the provided filters.

Retrieve A Single Record - Retrieves a record given its ID.

Initiate A Graph Report Export - Asynchronously exports a graph report (only CSV available at this time).

Retrieve A List Of Types - The Types endpoint is used to discover what types of records exist and their attributes.

Retrieve A Single Type - Returns a record type given its ID (name)

Initiates A Request To Create A New Milestone - Create a new `Milestone` using a `MilestoneCreation` request.

Retrieve A Milestone By Id - Returns a `Milestone` given its id

Partially Updates A Milestone - Partially updates a `Milestone` with a given id.

Deletes A Milestone - Deletes the `Milestone` with a given id.

Retrieve A Single Operation - Retrieves an operation given its ID.

Retrieve Copy File Results For A Single Operation - Returns a `CopyFileListResult` describing the results of a file copy operation.

Retrieves The Results From A Destination Link Source Conversion. - Returns the results for a destination link source conversion.

Retrieve Results For An Image Upload - Returns an `ImageUploadResultCollection` describing the results of an image upload.

Retrieve Import File Results For A Single Operation - Returns a `ImportFileListResult` describing the results of a file import operation.

Retrieve The Results Of A Metric Values Batch Upsertion Operation - Returns a `MetricValuesListResult` describing the results of a metric values batch upsertion operation.

Retrieve Results For A Milestone Creation - Returns a `MilestoneCreationListResult` describing the results of a milestone creation.

Retrieve Results For A Patch Document - Returns a `PatchDocumentListResult` describing the results of a patch document.

Retrieve Results For A Patch Presentation - Returns a `PatchPresentationListResult` describing the results of a patch presentation.

Retrieve Results For A Patch Section - Returns a `PatchSectionListResult` describing the results of a patch section.

Retrieve Results For A Patch Sheet - Returns a `PatchSheetListResult` describing the results of a patch sheet.

Retrieve Results For A Patch Slide Layout - Returns a `PatchSlideLayoutListResult` describing the results of a patch slide layout.

Retrieve Results For A Patch Slide - Returns a `PatchSlideListResult` describing the results of a patch slide.

Retrieve Results For A Patch Spreadsheet - Returns a `PatchSpreadsheetListResult` describing the results of a patch spreadsheet.

Retrieve Results For A Patch Table Properties - Returns a `PatchTablePropertiesListResult` describing the results of a patch table properties.

Retrieve Results For A Range Link Edit - Returns a `RangeLinkEditResultCollection` describing the results of a range link edit.

Retrieve Results For A Rich Text Batch Edit - Returns a `RichTextEditListResult` describing the results of a rich text batch edit.

Retrieve Results For A Rich Text Anchor Creation - Returns a `RichTextAnchorCreationResultCollection` describing the results of a rich text anchor creation.

Retrieve Results For A Rich Text Duplication Edit - Returns a `RichTextDuplicationEditListResult` describing the results of a rich text duplication edit.

Retrieve Results For A Rich Text Links Batch Edit - Returns a `RichTextLinksEditListResult` describing the results of a rich text batch edit.

Retrieve Results For A Table Anchor Creation - Returns a `TableAnchorCreationResultCollection` describing the results of a table anchor creation.

Retrieve Results For A Table Cell Edit - Returns a `TableCellEditListResult` describing the results of a table cell edit.

Retrieve Results For A Table Edit - Returns a `TableEditListResult` describing the results of a table edit.

Retrieve Results For A Table Links Edit - Returns a `TableLinksEditListResult` describing the results of a table links edit.

Retrieve Results For A Table Reapply Filter - Returns a `TableReapplyFilterListResult` describing the results of a table reapply filter.

Retrieve A List Of All Available Permissions - Returns a list of permissions.

Retrieve A Single Permission - Retrieves a permission given its ID

Retrieve A Single Presentation - Retrieves a presentation given its ID.

Partially Updates A Single Presentation - Updates the properties of a presentation.

Initiate A Presentation Export - Asynchronously export a presentation as .PDF or .PPTX.

Reapply Filters To The Presentation - Performs a `PresentationFiltersReapplication` on the specified presentation.

Replace Link Destinations In A Presentation - Replaces existing link destinations with new destinations.

Initiate Publication Of Links In A Presentation - Publishes the links in a presentation - either all (as document owner) or only one's own.

Retrieve A List Of Milestones For A Presentation - Returns MilestoneListResult.

Retrieve Permissions For A Presentation - Retrieves a paginated list of permissions for a given presentation

Modify Permissions On A Presentation - Assign and/or revoke permissions on a presentation.

Retrieve A List Of Slide Layouts - Returns a list of slide layouts.

Retrieve A Single Slide Layout - Retrieves a slide layout given its ID.

Partially Update A Single Slide Layout - Updates one or more properties of a single slide layout.

Retrieve A List Of Slides - Returns a list of slides.

Retrieve A Single Slide - Retrieves a slide given its ID.

Partially Update A Single Slide - Updates one or more properties of a single slide.

Retrieve Permissions For A Slide In A Presentation - Retrieves a paginated list of permissions for the given slide in a presentation

Modify Permissions On A Given Slide Of A Presentation - Assign and/or revoke permissions on a slide.

Retrieve A Collection Of Tables From A Presentation - Returns the collection of tables within a presentation.

Retrieve A ProcessRun By ID - Retrieve a ProcessRun (running instance of a process) by its unique identifier.

Retrieve A List Of Processes - Retrieve a paginated list of processes the caller has access to, with each process's associated ProcessRun embedded (if started).

Create A Process - Create a new process with the specified configuration and job hierarchy.

Retrieve A Process By ID - Retrieve a process by its id.

Partially Update A Process - Updates the properties of a process via JSON Patch.

Bulk Update Group And Job Names - Updates names for specified jobs and groups.

Run A Process - Run an existing process by its id, creating a new ProcessRun.

Validate A Process - Run a validation check on a process and return any structural or configuration errors found.

List Organization Users - Similar to an organization admin's "People View" export, this returns a paged list of specific details about the organization's users, including their usernames, display names, email addresses, SAML IDs, last logins, workspace memberships, licenses and roles.

Retrieve A List Of Spreadsheets - Returns a paginated list of spreadsheets.

Retrieve A Single Spreadsheet - Retrieves a spreadsheet given its ID.

Partially Update A Single Spreadsheet - Updates the properties of a spreadsheet.

Retrieve A List Of Datasets - Returns a list of datasets.

Bulk Upsert Of Datasets - Asynchronously upserts an array of datasets to a spreadsheet, given their properties.

Initiate A Spreadsheet Export - Asynchronously exports a spreadsheet as .XLSX, .PDF, or .CSV.

Reapply Filters To The Spreadsheet - Performs a `SpreadsheetFiltersReapplication` on the specified spreadsheet.

Replace Link Destinations In A Spreadsheet - Replaces existing link destinations with new destinations.

Initiate Publication Of Links In A Spreadsheet - Publishes the links in a spreadsheet - either all (as document owner) or only one's own.

Retrieve A List Of Milestones For A Spreadsheet - Returns MilestoneListResult.

Retrieve Permissions For A Spreadsheet - Retrieves a paginated list of permissions for a given spreadsheet

Modify Permissions On A Spreadsheet - Assign and/or revoke permissions on a spreadsheet.

Retrieve A List Of Sheets - Returns a list of sheets.

Create A New Sheet In A Spreadsheet - Creates a new sheet in a spreadsheet, given its properties.

Retrieve A Single Sheet - Retrieves a sheet given its ID.

Partially Update A Single Sheet - Updates the properties of a sheet.

Delete A Single Sheet - Deletes a sheet given its ID.

Copy Sheet - Asynchronously copies a sheet given details about the copy's destination within the same or another spreadsheet.

Delete A Single Dataset - Deletes the dataset for the specified sheet.

Retrieve Permissions For A Sheet In A Spreadsheet - Retrieves a paginated list of permissions for the given sheet in a spreadsheet

Modify Permissions On A Given Sheet Of A Spreadsheet - Assign and/or revoke permissions on a sheet.

Retrieve Data From A Sheet - Retrieve data from a range in a sheet.

Update Sheet Content - Asynchronously submits a SheetUpdate to a sheet.

Retrieve A List Of Range Values - Returns the paginated values for a specified range.

Update Values In A Range - Overwrites all values in a range with new values.

Retrieve A List Of Programs - Returns a paginated list of programs.

Create A New Program - Creates a new program.

Retrieve A Single Program - Retrieves a program given its ID

Partially Update A Single Program - Partially updates the properties of a program.

Retrieve A List Of Dimensions - Returns a paginated list of dimensions.

Create A New Dimension - Creates a new dimension.

Retrieve A Single Dimension - Retrieves a dimension given its ID

Partially Update A Single Dimension - Partially updates the properties of a dimension.

Retrieve A List Of Metrics - Returns a paginated list of Metrics.

Create A New Metric - Creates a new metric.

Retrieve A Single Metric - Retrieves a `Metric` given its ID

Partially Update A Single Metric - Partially updates the properties of a metric.

Delete A Single Metric - Deletes a metric given its ID

Retrieve A List Of Metric Values - Returns a paginated list of metric Values

Create A New Metric Value - Creates a new metric value

Retrieve A Single Metric Value - Retrieves a metric value given its ID

Partially Update A Single Metric Value - Partially updates the properties of a metric value.

Delete A Single Metric Value - Deletes a metric value given its ID

Initiate A Batch Deletion Of Metric Values - Batch delete the given metric values.

Initiate A Batch Upsertion Of Metric Values - Batch upsert values for the given metric.

Retrieve Permissions For A Program - Retrieves a paginated list of permissions for a given Sustainability Program

Modify Permissions On A Program - Assign and/or revoke permissions on a Sustainability Program.

Retrieve A List Of Topics - Returns a paginated list of topics.

Create A New Topic - Creates a new topic.

Retrieve A Single Topic - Retrieves a topic given its ID

Partially Update A Single Topic - Partially updates the properties of a topic.

Delete A Single Topic - Deletes a topic given its ID

Retrieve A List Of Tasks - Returns a paginated list of tasks.

Create A New Task - Creates a new task given its properties.

Retrieve A Single Task - Retrieves a task given its ID

Partially Update A Single Task - Partially updates the properties of a task.

Delete A Single Task - Deletes a task given its ID

Initiate A Task Action Submission - This endpoint enables submitting actions on a task.

Retrieve A List Of Test Forms - Retrieves a list of test forms.

Retrieve A Single Test Form - Retrieves a test form given its ID.

Initiate A Test Form Export - Asynchronously exports a test form.

Retrieve A List Of Test Phases - Returns a list of test phases.

Retrive A Single Test Phase - Retrieves a test phase given its ID.

Initiate A Test Phase Attachment Upload - Starts the process to upload and attach a file to a test phase using a graph attachment upload object.

Retrieve A List Of Test Phase Attachments - Returns a list of attachments for a test phase.

Retrieve A Single Test Phase Attachment - Retrieve a single attachment by its ID.

Initiate A Test Phase Attachment Download - Asynchronously downloads an attachment from a test phase.

Initiate A Test Phase Attachment Export - Asynchronously exports an attachment for a test phase to .PDF.

Retrieve A List Of Matrices - Returns a list of matrices.

Create A New Matrix - Create a new empty matrix.

Retrieve A Single Matrix - Retrieves a matrix given its ID.

Initiate A Matrix Attachment Upload - Starts the process to upload and attach a file to a matrix using a graph attachment upload object.

Retrieve A List Of Matrix Attachments - Returns a list of attachments for a matrix.

Retrieve A Single Matrix Attachment - Retrieve a single attachment by its ID.

Initiate A Matrix Attachment Download - Asynchronously downloads an attachment from a matrix.

Initiate An Export Of A Matrix Attachment - Asynchronously exports an attachment for a matrix to .PDF.

Retrieve A List Of Samples - Returns a list of samples.

Create A New Sample - Create a new sample in a matrix.

Insert Samples - Inserts multiple samples into a matrix, and appends new samples to the end of the matrix.

Update Samples - Updates multiple samples, with the requestBody of each specifying columns to update by their IDs.

Retrieve A Single Sample - Retrieves a sample given its ID.

Partially Update A Single Sample - Partially updates the properties of a sample.

Initiate An Upload Of A Sample Attachment - Starts the process to upload and attach a file to a sample using a graph attachment upload object.

Retrieve A List Of Sample Attachments - Returns a list of attachments for a sample.

Retrieve A Single Sample Attachment - Retrieve a single attachment by its ID.

Initiate A Download Of A Sample Attachment - Asynchronously downloads an attachment from a sample.

Initiate An Export Of A Sample Attachment - Asynchronously exports an attachment for a sample to .PDF.

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