WorkingAgents Modules: A New User Guide

WorkingAgents gives AI agents access to real business tools through a controlled permission layer. Each module is a self-contained capability – email, CRM, knowledge base, monitoring, workflows, and more. This guide covers what each module does, how to use it, and how to access it.

How Access Works

Every module requires a permission key granted by an admin. When you connect an MCP client (Claude Code, Claude Desktop, a custom agent), the tools you see are exactly the tools your account is permitted to use. Nothing more.

Each module is accessible three ways:

AgentMail – Email

Send, receive, and manage email. AgentMail provides inboxes at your domain that agents can read and write.

What you can do:

MCP tools:

Tool What it does
agentmail_list_inboxes List all inboxes
agentmail_get_inbox Get inbox details
agentmail_create_inbox Create a new inbox
agentmail_list_threads List email threads in an inbox
agentmail_get_thread Read a full email thread
agentmail_send_message Send an email
agentmail_reply_to_message Reply to a thread
agentmail_forward_message Forward a message

Example – send an email:

agentmail_send_message
  inboxId: "[email protected]"
  to: ["[email protected]"]
  subject: "Your report is ready"
  text: "Please find your weekly summary attached."

Web UI: /agentmail REST: GET /api/agentmail/inboxes, POST /api/agentmail/send

NIS – CRM and Contact Management

NIS (Network Intelligence System) is a CRM built for relationship management. Track contacts, companies, interactions, pipeline stages, and follow-up schedules.

What you can do:

MCP tools:

Tool What it does
nis_list_contacts List contacts with filters (stage, tag, priority)
nis_get_contact Get full contact details
nis_create_contact Add a new contact
nis_update_contact Update contact info
nis_delete_contact Remove a contact
nis_log_interaction Record a meeting, call, or email
nis_list_companies List companies
nis_create_company Add a company
nis_due Show contacts due for follow-up
nis_pipeline Pipeline summary by stage
nis_stats Contact statistics
nis_search Search contacts and companies
nis_followups List upcoming follow-ups

Example – log a meeting:

nis_log_interaction
  contact_id: 42
  type: "meeting"
  notes: "Discussed Q2 proposal. Interested in the enterprise plan."
  next_contact_at: "2026-04-01"

Web UI: /nis REST: GET /api/nis/contacts, POST /api/nis/contacts, GET /api/nis/due

Knowledge Base

A searchable document store with role-based scoping. Store internal knowledge – runbooks, policies, product docs, guides – and let agents retrieve it at query time.

What you can do:

MCP tools:

Tool What it does
knowledge_search Semantic search (vector similarity)
knowledge_search_text Keyword search (instant, no embedding)
knowledge_add Add a document
knowledge_get Get a document by ID
knowledge_list List documents in your scope
knowledge_delete Remove a document
knowledge_import Bulk import from files

Example – add a runbook:

knowledge_add
  title: "Server restart procedure"
  content: "1. Notify the team in Slack. 2. SSH to the server..."
  scope: "engineering"
  visibility: "shared"

Web UI: /knowledge REST: GET /api/knowledge, POST /api/knowledge, GET /api/knowledge/search

Workflows

Define and run multi-step automation sequences. A workflow is a sequence of MCP tool calls where the engine handles execution, retry, and branching. Agents define the flow; the engine drives it.

What you can do:

MCP tools:

Tool What it does
workflow_create Define and start a workflow
workflow_list List workflows and their status
workflow_get Get full workflow status and step history
workflow_cancel Cancel a running workflow
workflow_step_ready Approve a pending approval gate

Example – notify then email:

workflow_create
  name: "alert-and-email"
  flow: {
    "start": {"name": "start", "tool": "pushover_send",
              "args": {"message": "New lead added", "title": "CRM"},
              "next": "email"},
    "email":  {"name": "email", "tool": "agentmail_send_message",
               "args": {"inboxId": "[email protected]",
                        "to": ["[email protected]"],
                        "subject": "New lead",
                        "text": "A new lead was added to the CRM."},
               "done": true}
  }

Web UI: /workflow REST: GET /api/workflow, POST /api/workflow, DELETE /api/workflow/:id

Monitoring

Real-time system health and anomaly detection for the WorkingAgents server itself.

What you can do:

MCP tools:

Tool What it does
monitor_health Quick health check
monitor_summary Full system snapshot
monitor_history Recent snapshot history
monitor_status Monitoring service status
monitor_start Start periodic monitoring
monitor_stop Stop periodic monitoring
monitor_anomalies Recent anomaly alerts

Web UI: /monitor REST: GET /api/monitor/health, GET /api/monitor/summary

Blogs

Manage the WorkingAgents website blog. Write, publish, and search articles.

What you can do:

MCP tools:

Tool What it does
blog_search Semantic search across articles
blog_search_text Keyword search
blog_import Import posts into search index
blog_list_store List imported posts
blog_list_files List all posts on disk
blog_set_public Publish or unpublish a post

Web UI: /blog

WhatsApp

Send and receive WhatsApp messages from agents. Requires a linked WhatsApp account on the server.

What you can do:

MCP tools:

Tool What it does
whatsapp_status Check connection status
whatsapp_send Send a text message
whatsapp_send_media Send image, video, audio, or document
whatsapp_messages Read message history with a contact
whatsapp_recent Poll recent incoming messages
whatsapp_contacts List contacts
whatsapp_groups List groups

Example:

whatsapp_send
  jid: "[email protected]"
  text: "Your order has shipped."

YouTube

Read YouTube subscription and channel data.

MCP tools:

Tool What it does
youtube_subscriptions List subscribed channels with metadata

Push Notifications (Admin)

Send instant push notifications to a phone via Pushover. Requires admin permission.

MCP tools:

Tool What it does
pushover_send Send an immediate push notification
pushover_schedule Schedule a notification for a future time

Example:

pushover_send
  message: "Deploy completed successfully"
  title: "CI/CD"
  priority: 0

External MCP Connections (Admin)

Connect external MCP servers (Stripe, GitHub, internal APIs) and make their tools available to agents through the same permission layer. Each connection gets its own permission key – users without it don’t see those tools.

MCP tools:

Tool What it does
mcp_connection_add Register an external MCP server
mcp_connection_list List registered connections
mcp_connection_enable Enable a disabled connection
mcp_connection_disable Disable a connection immediately
mcp_connection_remove Remove a connection permanently

Summaries

Generate and retrieve AI summaries of articles and documents.

MCP tools: summary_request, summary_get, summary_list, summary_search, summary_search_text, summary_delete, summary_backfill

Getting Access

All modules require a permission grant from an admin. To request access:

  1. Create an account at /register
  2. Ask an admin to grant the relevant permission keys for your role
  3. Connect your MCP client using OAuth or a bearer token

An admin can grant permissions per user or via roles – a “sales” role might include NIS, AgentMail, Knowledge (sales scope), and Workflows. An “engineering” role might add Monitor and Knowledge (engineering scope).

Once permissions are granted, reconnect your MCP client. The tools appear automatically – no configuration change needed.