Create Issue
Create a new issue/ticket in Pylon. Requires an organization ID, account ID, title, and body HTML. Optionally specify requester, priority, assignee, team, and tags.
Create Milestone
Create a milestone within a project.
Create Project
Create a project for an account. Set project_template_id to scaffold milestones, tasks, and subtasks from a project template; otherwise name is required.
Create Project From Template
Create a project from a project template for an account. The template's milestones, tasks, and subtasks are copied into the new project, with optional top-level overrides.
Create Task
Create a new task. Requires a title. Optionally specify account, project, milestone, assignee, due date, status, and visibility settings. Tasks can be associated with accounts and projects.
Delete Task
Delete a task by ID. This will also delete all subtasks of the task. This action cannot be undone.
Get Account
Get full details for a Pylon customer account. Pass either the account ID (UUID) or external ID. Returns account details including name, domain, owner, tags, custom fields, and linked channels.
Get Agent Issue
Get an AI agent's full event/action timeline on a specific real issue — kickoff, tool calls, runbook steps, reassignments/escalations, messages, and outcomes. The live-issue analog of get_playground; use it to diagnose what the agent did on a real issue. Both agent_id and issue_id are required (use list_agents and get_agent_issue_logs to discover them).
Get Contact
Get full details for a Pylon contact (customer). Pass the contact ID (UUID). Returns contact details including name, email, account, and custom fields.
Get Issue
Get full details for a Pylon support issue/ticket. Pass either the issue ID (UUID) or issue number. Returns title, body, state, metadata, custom fields, and nested account/assignee/requester info.
Get Issue Messages
Get the full message history for a Pylon issue. Pass either the issue ID (UUID) or issue number. Returns all messages in chronological order with author info.
Get Me
Get the currently authenticated user's details. Returns the user's name, email, role, and teams. No parameters required.
Get Milestone
Get full details for a milestone by ID.
Get Milestones
List milestones, optionally filtered by project_id and/or account_id.
Get Project
Get full details for a specific project. Returns complete project information including description, milestones, owner, and progress counts.
Get Project Templates
List project templates in the organization by name and ID. Use a listed project_template_id with create_project_from_template or create_project.
Get Projects
Get projects, optionally filtered by account. Without account_id, returns all organization projects. Returns a lightweight list with project metadata including name, status, dates, and progress counts. Projects are a Plus plan feature.
Get Task
Get full details for a single task by ID, including its parent task ID and immediate subtasks.
Get Tasks
Get tasks filtered by account and/or project. At least one of account_id or project_id is required. Returns a lightweight list of tasks with their details including title, status, assignee, due date, and project information.
Get User
Get full details for a Pylon user (team member). Pass the user ID (UUID). Returns user details including name, email, role, and teams.
Search Accounts
Search for customer accounts in Pylon. Returns a lightweight summary of accounts matching the specified filters. Supports filtering by custom fields using the custom_field_filters parameter - pass the custom field slug as the field name. For user-type custom fields (e.g. Salesforce AE owner), you can pass a Pylon user name or user ID as the value. Supports cursor-based pagination - use the returned cursor to fetch additional pages. To get full account details including custom fields, external IDs, and linked channels, use the account resource: account://{accountId}
Search Issues
Search for issues/tickets in Pylon. Returns a lightweight summary of issues matching the specified filters. Supports cursor-based pagination - use the returned cursor to fetch additional pages. To get full issue details including body, custom fields, and nested account/assignee/requester info, use the issue resource: issue://{issueId}
Search Projects
Search projects across the organization by project name, account, owner, status, and archive state.
Search Tasks
Search tasks across the organization. Unlike get_tasks, this does not require account_id or project_id. Supports filtering by account, project, assignee, statuses, and full-text search.
Update Account
Update an existing customer account in Pylon. You can update the name, owner, tags, and custom fields. Use the get_custom_fields tool with object_type 'account' to discover available custom field slugs. Use the get_account tool to get full account details before updating.
Update Issue
Update an existing issue/ticket in Pylon. You can update the state, assignee, team, tags, and custom fields. Use the get_custom_fields tool with object_type 'issue' to discover available custom field slugs. Use the issue resource (issue://{issueId}) to get full issue details before updating.
Update Milestone
Update milestone fields. Pass empty string for due_date to clear it.
Update Project
Update project fields. Pass empty string for nullable date fields or owner_id to clear them.
Update Task
Update an existing task. Specify the task_id and any fields to update. Pass empty string for nullable fields (due_date, account_id, project_id, milestone_id, assignee_id) to clear them.
Upload Account Files
Upload one or more files (e.g. PDFs) into the Files tab of an account. Files with a matching filename are overwritten. Max 5 files per call, max 10 MB per file.