Query Tools
soql_query
Run SOQL queries against any object the user has access to. Logic AI constructs the query based on the user’s natural language request, executes it withUSER_MODE sharing enforcement, and presents the results. The maximum number of rows returned per call is configurable in Policies (default 50). Enabled by default.
get_record
Retrieve a single record by ID with specified fields. Useful when Logic AI needs to read the full details of a specific record it found via a query. Enabled by default.describe_object
Inspect an object’s fields, relationships, picklist values, and record types. Logic AI uses this automatically to understand your org’s schema before building queries — you don’t need to ask for it explicitly. Enabled by default.sosl_search
Search for a term across multiple objects at once (a SOSL search), useful when you don’t know which object a record lives on — e.g. “find anything mentioning Acme.” Enabled by default.Record Tools
create_record
Create a new record on any standard or custom object. Disabled by default. Logic AI asks for confirmation before creating (configurable in Policies).update_record
Modify fields on an existing record. Disabled by default. Logic AI shows what will change before applying (configurable in Policies).delete_record
Delete a record (sends it to the Recycle Bin — recoverable for 15 days). Disabled by default. Deletes always require in-chat approval — this cannot be turned off.Bulk Tools
mass_create_records
Create multiple records in a single operation. Useful for requests like “Create 5 tasks for each of these contacts.” Disabled by default. The per-call record cap is configurable in Policies (default 200).mass_update_records
Update multiple records at once. Useful for requests like “Set all these opportunities to Closed Lost.” Disabled by default. Per-call cap configurable (default 200).mass_delete_records
Delete multiple records at once. Disabled by default and locked — reach out to Logicfold to enable it for your org. Like single deletes, it always requires in-chat approval.Action Tools
These let Logic AI take action in your org beyond reading and writing records. All are enabled by default and can be turned off per tool on the Policies tab. Each can optionally require in-chat approval before it runs.send_email
Send an email on the user’s behalf. Enabled by default, and requires in-chat approval by default — Logic AI shows the recipients, subject, and body before anything is sent.send_notification
Send a Salesforce custom notification to users (the bell-icon notifications in Lightning). Enabled by default.post_to_chatter
Post a Chatter update to a record’s feed or a group. Enabled by default.run_report
Run an existing Salesforce report and return its results. Enabled by default.create_report
Build a new Salesforce report definition. Enabled by default.invoke_apex_action
Call an invocable Apex action exposed in your org. Enabled by default.invoke_flow
Launch an autolaunched Flow. Enabled by default.File Tools
generate_csv
Build a CSV file from query results and attach it to the chat session for download. CSV exports include the full result set (they are not limited by the SOQL row cap). Disabled by default.generate_pdf
Compose a rich, formatted report in the side panel that can be exported. Disabled by default.read_file
Read the files attached to or related to a record — PDFs, images, text, and other file types — and return them as content Logic AI can actually see, so it can summarize or answer questions about an attachment. Always enabled (a safe, read-only capability with no side effects, so it isn’t listed on the Policies tab).Memory Tools
Available when memory is enabled on the Memory tab:remember_user
Save a fact or preference about the current user. Persists across conversations. Example: a user says “Remember that I manage the West region” and Logic AI recalls this in future chats.forget_user
Remove a previously saved user memory.remember_recent_item
Bookmark a record or piece of data the user was recently working with.forget_recent_item
Remove a bookmarked recent item.remember_org
Save org-wide knowledge that benefits all users. Example: “Remember that our fiscal year starts in April.”Utility Tools
get_tool_result
Re-read the output of a previous tool call in the same session. Used internally when older tool results have been compacted from the conversation to save tokens. Always enabled.ask_user_question
Pause and present a clickable multiple-choice prompt in the chat when Logic AI needs you to choose between options before continuing — instead of making you type the answer. Always enabled.remember_agent
Records a lesson Logic AI learned from successful error recovery (e.g., “Field X requires value Y when Z is true”). Automatically managed — admins can view and clear agent memories from the Memory tab. Always enabled.get_workflow
Retrieve the org’s workflow/SOP knowledge. This becomes available once the org deep dive has been run from the Memory tab, which generates a summary of your org’s data structure and workflows.Security Model
All tools run in the context of the current Salesforce user:- Sharing rules are enforced — Logic AI cannot see records the user can’t see
- Field-level security is enforced — restricted fields are invisible to Logic AI
- Write operations (create, update, delete, and the bulk/file tools) run on the streaming path, which keeps DML from conflicting with the agent’s callout loop
- Admin tools can only query admin-mode fields (like
Admin_Mode__c) viaSYSTEM_MODE— these are not exposed in normal chat