# Macro

> Product and technical documentation for Macro, the unified interface for email, messages, tasks, calls, agents, pull requests, docs, CRM — linked together with shared AI memory.

- [Welcome to Macro](https://docs.macro.com/index.md): Extremely fast, unified interface for all your work, all linked together in one database.
- [Get Started](https://docs.macro.com/getting-started.md): Set up Macro and learn the core workflow in about 15 minutes.
- [Switch to Macro](https://docs.macro.com/switch-to-macro.md): Migration guides for moving to Macro from Superhuman, Notion, Slack, Linear, and ClickUp.
- [Get the App](https://docs.macro.com/apps.md)
- [Unified Search](https://docs.macro.com/product/search.md): Macro's unified search makes it possible to find anything in <50ms across email, tasks, docs, calls transcripts, agents, and files.
- [Unified Memory](https://docs.macro.com/product/unified-memory.md): Personal and team-level memory across mail, messages, tasks, docs and connectors.
- [Unified Projects](https://docs.macro.com/product/projects.md): Group tasks under a project with a description, assignees, and discussion.
- [Unified Tagging](https://docs.macro.com/product/tagging.md): One set of colored tags that spans every block type: docs, email, tasks, chats, and calls.
- [Home](https://docs.macro.com/product/home.md): Email, messages, @mentions, tasks, and agent activity in one feed.
- [Drive](https://docs.macro.com/product/drive.md): Store, organize, and share documents and files.
- [Documents](https://docs.macro.com/product/docs.md): Markdown-native, fast, collaborative, and @linked documents.
- [Spreadsheets](https://docs.macro.com/product/spreadsheets.md): Collaborative spreadsheets with formulas, charts, comments, and Excel import and export.
- [Canvas](https://docs.macro.com/product/canvas.md): An infinite 2D board where sketches, shapes, and live blocks from your workspace sit side by side.
- [Snippets](https://docs.macro.com/product/snippets.md): Reusable text you can insert anywhere by typing ;
- [Email](https://docs.macro.com/product/email.md): Keyboard-driven email with Gmail sync.
- [Chat](https://docs.macro.com/product/channels.md): Channels and direct messages are where you and your team collaborate. They serve as the main hub of communication between you and others.
- [Tasks](https://docs.macro.com/product/tasks.md): Track work with priorities, statuses, and linked context.
- [Calendar](https://docs.macro.com/product/calendar.md): Your Google Calendar as a Macro block alongside the email it came from.
- [Booking links](https://docs.macro.com/product/booking-links.md): Public links for booking time with you or your team.
- [Agents](https://docs.macro.com/product/agents.md): Agents that live inside your workspace — with full context on your email, tasks, docs, calls, and channels.
- [Routines](https://docs.macro.com/product/routines.md): Run an agent on a schedule or when activity happens in your workspace.
- [Skills](https://docs.macro.com/product/skills.md): Saved instructions agents follow.
- [Customers](https://docs.macro.com/product/crm.md): Contact and company records built automatically from your team's email.
- [Calls](https://docs.macro.com/product/calls.md)
- [Blocks](https://docs.macro.com/concepts/blocks.md): Blocks are at the core of Macro's philosophy. They are designed to work together like legos.
- [Mentions](https://docs.macro.com/concepts/mentions.md): How blocks reference each other and how permissions are handled. The @mention primitive that works across every markdown surface in Macro.
- [Properties](https://docs.macro.com/concepts/properties.md): Attach structured fields to documents, tasks, emails, and CRM records with one shared system.
- [Permissions](https://docs.macro.com/permissions.md): Channel-based sharing: access comes from channel membership instead of per-file dialogs.
- [Agent recipes](https://docs.macro.com/AI/recipes.md): Copy-paste prompts for the most useful things agents can do in your Macro workspace.
- [Bring your own agent](https://docs.macro.com/AI/bring-your-own.md): Bring Claude Code, OpenCode, OpenClaw, or Hermes into your Macro workspace with macrod.
- [MCP Setup](https://docs.macro.com/AI/mcp/overview.md): Connect AI clients to the Macro MCP server.
- [Tool Reference](https://docs.macro.com/AI/mcp/tools/index.md): Generated reference pages for Macro MCP tools.
- [AddToPipeline](https://docs.macro.com/AI/mcp/tools/add-to-pipeline.md): Add companies or contacts to a CRM pipeline as new deals (entries), optionally setting their stage, owner, revenue or other fields.
- [BashCodeExecution](https://docs.macro.com/AI/mcp/tools/bash-code-execution.md): Execute a bash command in a sandboxed environment using Claude's built-in code execution tool.
- [BulkSetEntityPropertyOptions](https://docs.macro.com/AI/mcp/tools/bulk-set-entity-property-options.md): Apply one multi-select option delta — most often a tag — to many entities in a single call.
- [CalculateSpreadsheet](https://docs.macro.com/AI/mcp/tools/calculate-spreadsheet.md): Run up to 20 Excel-style scratch formulas against a native spreadsheet without writing anything.
- [ChangeBooking](https://docs.macro.com/AI/mcp/tools/change-booking.md): Manage an existing Booking Links meeting found with ListBookings: cancel it, approve a legacy pending booking, record or clear attendance, or reschedule to a start returned by GetBookingRescheduleSlots.
- [Comment](https://docs.macro.com/AI/mcp/tools/comment.md): Add a comment to the Discussion of a document, task, Tasks project (initiative), CRM company or CRM contact on behalf of the user, or reply in an existing comment thread on any of them.
- [CommentOnText](https://docs.macro.com/AI/mcp/tools/comment-on-text.md): Start an inline comment on a passage of a Macro markdown or Word (DOCX) document on behalf of the user, anchored to the quoted text.
- [ConfigureAgent](https://docs.macro.com/AI/mcp/tools/configure-agent.md): Update the instructions or settings of an AI agent the current user can manage.
- [ConfigureBot](https://docs.macro.com/AI/mcp/tools/configure-bot.md): Configure a manageable bot's profile.
- [ContentSearch](https://docs.macro.com/AI/mcp/tools/content-search.md): Search items by their content: document body text; email subject/body/sender/recipient/cc/bcc and the display names on those addresses; agent session messages; call transcripts.
- [CreateAgentSession](https://docs.macro.com/AI/mcp/tools/create-agent-session.md): Start a new session with a coding or chat agent from ListAgents.
- [CreateBookingLink](https://docs.macro.com/AI/mcp/tools/create-booking-link.md): Create a reusable booking page, not a calendar meeting.
- [CreateBot](https://docs.macro.com/AI/mcp/tools/create-bot.md): Create a bot with a name, stable handle, and optional profile.
- [CreateCalendarEvent](https://docs.macro.com/AI/mcp/tools/create-calendar-event.md): Prepare an event on the user's calendar, inviting any listed attendees through its connected provider.
- [CreateChannel](https://docs.macro.com/AI/mcp/tools/create-channel.md): Create a private or team channel and add its first members.
- [CreateChannelMediaUpload](https://docs.macro.com/AI/mcp/tools/create-channel-media-upload.md): Reserve a direct upload for an image or video to attach to a channel message; use this for media too large to pass inline, such as screen recordings.
- [CreateCompany](https://docs.macro.com/AI/mcp/tools/create-company.md): Add a company to the user's team CRM by name and web domain, as New Company in the CRM does.
- [CreateContact](https://docs.macro.com/AI/mcp/tools/create-contact.md): Add a contact person to a company in the user's team CRM, as Add Contact on a company does.
- [CreateDocument](https://docs.macro.com/AI/mcp/tools/create-document.md): Create a plaintext document or a native Macro spreadsheet.
- [CreateForm](https://docs.macro.com/AI/mcp/tools/create-form.md): Create a complete questionnaire with response columns, ordered sections, gates and an optional saved booking link.
- [CreateImportEntity](https://docs.macro.com/AI/mcp/tools/create-import-entity.md): Track an external item (Linear issue, Notion page, Slack channel) in the import ledger.
- [CreateInitiative](https://docs.macro.com/AI/mcp/tools/create-initiative.md): Create a project for coordinating tasks (called an initiative in the API).
- [CreatePipeline](https://docs.macro.com/AI/mcp/tools/create-pipeline.md): Create a CRM pipeline: a board of deals that move through stages, such as a sales, renewals, fundraising, hiring or partnership pipeline.
- [CreateProject](https://docs.macro.com/AI/mcp/tools/create-project.md): Create a project — shown as a folder in the app UI.
- [CreateRoutine](https://docs.macro.com/AI/mcp/tools/create-routine.md): Schedule recurring or one-off work for a model or agent.
- [CreateSkill](https://docs.macro.com/AI/mcp/tools/create-skill.md): Create a skill: a markdown document of reusable instructions that AI reads and follows when the skill is referenced, as Compose Skill in the app does.
- [CreateTag](https://docs.macro.com/AI/mcp/tools/create-tag.md): Create a new tag — a colored label the user can apply to documents, emails, tasks, and projects — in the user's personal set or their team's shared set.
- [Decide](https://docs.macro.com/AI/mcp/tools/decide.md): Generated from the Macro Rust tool registry.
- [DeleteBot](https://docs.macro.com/AI/mcp/tools/delete-bot.md): Delete a bot the current user owns or a bot owned by a team they belong to.
- [DeleteCalendarEvent](https://docs.macro.com/AI/mcp/tools/delete-calendar-event.md): Delete an event from the user's calendar.
- [DeleteCallRecord](https://docs.macro.com/AI/mcp/tools/delete-call-record.md): Permanently delete a finished call with its recording and transcript, as Delete on a call does.
- [DeleteChannelMessage](https://docs.macro.com/AI/mcp/tools/delete-channel-message.md): Delete a channel message or thread reply.
- [DeleteComment](https://docs.macro.com/AI/mcp/tools/delete-comment.md): Delete a comment or reply in the Discussion of a document, task, Tasks project, CRM company or CRM contact.
- [DeleteDatabaseView](https://docs.macro.com/AI/mcp/tools/delete-database-view.md): Delete a saved table or board view of a Macro database by its id, from DescribeDatabase.
- [DeleteImportEntity](https://docs.macro.com/AI/mcp/tools/delete-import-entity.md): Decline a staged import candidate on the user's behalf.
- [DeleteInitiative](https://docs.macro.com/AI/mcp/tools/delete-initiative.md): Permanently delete a project, its description and properties.
- [DeleteRoutine](https://docs.macro.com/AI/mcp/tools/delete-routine.md): Permanently delete a routine owned by the authenticated user, stopping all future runs.
- [DeleteTag](https://docs.macro.com/AI/mcp/tools/delete-tag.md): Permanently delete a tag from the user's personal set or their team's shared set.
- [DescribeDatabase](https://docs.macro.com/AI/mcp/tools/describe-database.md): Read a database's tables, versions and columns before writing SQL: IDs, exact SQL names, types, select labels, and relation targets.
- [DispatchCodingAgent](https://docs.macro.com/AI/mcp/tools/dispatch-coding-agent.md): Start a new coding agent session for a task using an agent returned by ListCodingAgents.
- [DuplicateItem](https://docs.macro.com/AI/mcp/tools/duplicate-item.md): Make a copy of a document (including a task), owned by the user, as the Duplicate action in the app does.
- [EditBookingLink](https://docs.macro.com/AI/mcp/tools/edit-booking-link.md): Edit exactly one existing booking link.
- [EditChannelMessage](https://docs.macro.com/AI/mcp/tools/edit-channel-message.md): Replace the content of an existing channel message or thread reply.
- [EditComment](https://docs.macro.com/AI/mcp/tools/edit-comment.md): Replace the text of a comment or reply in the Discussion of a document, task, Tasks project, CRM company or CRM contact.
- [EditDocument](https://docs.macro.com/AI/mcp/tools/edit-document.md): Apply AI-driven edits to a Macro markdown document in place -- rewriting, inserting, formatting, or restructuring.
- [EditForm](https://docs.macro.com/AI/mcp/tools/edit-form.md): Edit the live form using typed targeted operations.
- [EditPipeline](https://docs.macro.com/AI/mcp/tools/edit-pipeline.md): Change a CRM pipeline itself: rename it, share it with the team or make it private (owner only), add, rename or remove fields, and add, rename or remove stages and other select options.
- [EditPresentation](https://docs.macro.com/AI/mcp/tools/edit-presentation.md): Edit a PowerPoint (.pptx) presentation: an ordered batch of operations applied atomically and saved as a new version, so if any operation fails nothing is saved.
- [EditSpreadsheet](https://docs.macro.com/AI/mcp/tools/edit-spreadsheet.md): Apply one atomic batch to a native Macro spreadsheet: set cell values/formulas, format or clear ranges, fill with relative formulas, add rows, resize columns, add or remove in-cell dropdowns (list data validation with a clickable arrow, optionally with a color per choice), insert checkboxes backed b…
- [EditTag](https://docs.macro.com/AI/mcp/tools/edit-tag.md): Rename or recolor an existing tag in the user's personal set or their team's shared set.
- [EditWordDocument](https://docs.macro.com/AI/mcp/tools/edit-word-document.md): Edit an uploaded Word (.docx) document in place: an ordered batch of operations applied atomically to its live copy, so everyone with it open sees the change at once, and nothing changes if any operation fails.
- [ExportPipelineCsv](https://docs.macro.com/AI/mcp/tools/export-pipeline-csv.md): Export a CRM pipeline's deals (entries) to a CSV file saved in the user's Macro files: Company and Domain (or Contact and Email), then one column per field, with people as emails.
- [FindPipelineEntries](https://docs.macro.com/AI/mcp/tools/find-pipeline-entries.md): Find deals (entries) in a CRM pipeline: which companies or contacts are in which stage, who owns them, their revenue and other fields.
- [GenerateImage](https://docs.macro.com/AI/mcp/tools/generate-image.md): Generate or edit an image with Google's Nano Banana image model and save the result in static file service.
- [GenerateObject](https://docs.macro.com/AI/mcp/tools/generate-object.md): Generated from the Macro Rust tool registry.
- [GetBookingInsights](https://docs.macro.com/AI/mcp/tools/get-booking-insights.md): Get the same Booking Links summary statistics and chart data as Insights, for inclusive local dates in an IANA time zone (maximum 366 days).
- [GetBookingRescheduleSlots](https://docs.macro.com/AI/mcp/tools/get-booking-reschedule-slots.md): Find available replacement times for a booking discovered through ListBookings.
- [GetBotWebhooks](https://docs.macro.com/AI/mcp/tools/get-bot-webhooks.md): Get the channel-specific webhook URLs for a bot the current user can manage.
- [GetCompany](https://docs.macro.com/AI/mcp/tools/get-company.md): Fetch one of the team's CRM companies by id, with its domains, contacts, its own Stage / Owner / Revenue properties (not a pipeline deal's), and all attached property values (including custom properties and the valid stage options).
- [GetEntityProperties](https://docs.macro.com/AI/mcp/tools/get-entity-properties.md): Get all properties attached to an entity (document, project, CRM company, etc.).
- [GetTeamAvailability](https://docs.macro.com/AI/mcp/tools/get-team-availability.md): Check personal busy time for you and your current teammates in a bounded UTC time window.
- [GetThread](https://docs.macro.com/AI/mcp/tools/get-thread.md): Retrieve an email thread and its messages.
- [ImportCompaniesCsv](https://docs.macro.com/AI/mcp/tools/import-companies-csv.md): Import companies into the team CRM from a CSV, such as a Macro companies export or a list from another CRM.
- [ImportNotionPage](https://docs.macro.com/AI/mcp/tools/import-notion-page.md): Import one specific Notion page through Macro's canonical Notion importer.
- [ImportPipelineCsv](https://docs.macro.com/AI/mcp/tools/import-pipeline-csv.md): Import a CSV into a CRM pipeline as new deals (entries), such as a pipeline export or a sheet of deals.
- [IssueBotCredential](https://docs.macro.com/AI/mcp/tools/issue-bot-credential.md): Prepare a new bot credential for a bot the current user can manage.
- [ListAgents](https://docs.macro.com/AI/mcp/tools/list-agents.md): List every AI agent the current user can manage - their own, their teams', and channel agents they can mention - with each agent's current instructions and settings: harness, model, channel availability, connected apps, permission behavior, and whether it is a coding or chat agent.
- [ListBookingLinks](https://docs.macro.com/AI/mcp/tools/list-booking-links.md): Discover and reuse the user's booking links before creating one.
- [ListBookings](https://docs.macro.com/AI/mcp/tools/list-bookings.md): Read every booking starting in a half-open timestamp range for personal or team Booking Links.
- [ListBots](https://docs.macro.com/AI/mcp/tools/list-bots.md): List every active bot the current user can manage, including user-owned bots and bots owned by teams they belong to.
- [ListCalendarEvents](https://docs.macro.com/AI/mcp/tools/list-calendar-events.md): List the user's calendar events between two instants, across every calendar they have connected.
- [ListCalendars](https://docs.macro.com/AI/mcp/tools/list-calendars.md): List the calendars the user can see across their connected inboxes, with each calendar's `calendarId`, display name, owning inbox address, provider, capabilities, and whether it is primary and writable.
- [ListCodingAgents](https://docs.macro.com/AI/mcp/tools/list-coding-agents.md): Find the coding agents available to the current user.
- [ListCompanies](https://docs.macro.com/AI/mcp/tools/list-companies.md): List the CRM companies tracked by the authenticated user's team, sorted by most recent interaction.
- [ListDatabases](https://docs.macro.com/AI/mcp/tools/list-databases.md): List every accessible Macro database AND its table tabs, including owned and shared data.
- [ListEntities](https://docs.macro.com/AI/mcp/tools/list-entities.md): Browse the user's Macro workspace to see recent items they have access to.
- [ListForms](https://docs.macro.com/AI/mcp/tools/list-forms.md): Find forms the user has an explicit or inherited grant to.
- [ListImportEntities](https://docs.macro.com/AI/mcp/tools/list-import-entities.md): List the user's import ledger: staged candidates, in-flight imports, imported items (including ones teammates imported into the team), and declined items.
- [ListInboxes](https://docs.macro.com/AI/mcp/tools/list-inboxes.md): List the email inboxes the user can read or act on.
- [ListInitiatives](https://docs.macro.com/AI/mcp/tools/list-initiatives.md): Find projects (initiatives), with canonical properties and progress over tasks you can view.
- [ListLabels](https://docs.macro.com/AI/mcp/tools/list-labels.md): List the user's Gmail labels.
- [ListNotifications](https://docs.macro.com/AI/mcp/tools/list-notifications.md): List the current user's notifications.
- [ListPipelines](https://docs.macro.com/AI/mcp/tools/list-pipelines.md): List the user's CRM pipelines (deal pipelines, sales pipelines, hiring or partner pipelines) with their stages and fields.
- [ListRoutines](https://docs.macro.com/AI/mcp/tools/list-routines.md): Find the authenticated user’s routines, including work delegated to other agents.
- [ListSkills](https://docs.macro.com/AI/mcp/tools/list-skills.md): List up to 100 of the most recently updated skills the user can access, plus built-in skills.
- [ListTags](https://docs.macro.com/AI/mcp/tools/list-tags.md): List the tags available to the user: their personal tag set plus their team's set when they belong to a team.
- [ListTeamMembers](https://docs.macro.com/AI/mcp/tools/list-team-members.md): List the current members and pending invites for the authenticated user's team.
- [ManageAgentSession](https://docs.macro.com/AI/mcp/tools/manage-agent-session.md): Rename, archive/unarchive, delete, prompt, or stop an agent session.
- [ManageBotChannelAccess](https://docs.macro.com/AI/mcp/tools/manage-bot-channel-access.md): Grant or revoke a manageable bot's access to one channel.
- [ManageChannelParticipants](https://docs.macro.com/AI/mcp/tools/manage-channel-participants.md): Add or remove members of an existing channel.
- [MarkNotificationsDone](https://docs.macro.com/AI/mcp/tools/mark-notifications-done.md): Mark one or more notifications as done or not done for the current user.
- [MarkNotificationsSeen](https://docs.macro.com/AI/mcp/tools/mark-notifications-seen.md): Mark one or more notifications as seen for the current user.
- [MoveToProject](https://docs.macro.com/AI/mcp/tools/move-to-project.md): Move a document, email thread, or project into another project (projects are shown as folders in the app UI), or move it out to the top level.
- [MoveToTrash](https://docs.macro.com/AI/mcp/tools/move-to-trash.md): Delete a document (including a task), or a project (folder) by moving it to the trash, as the Delete action in the app does.
- [MuteNotifications](https://docs.macro.com/AI/mcp/tools/mute-notifications.md): Mute, snooze, or unmute notifications about one item for the user only, as Mute and Snooze in the app do.
- [NameSearch](https://docs.macro.com/AI/mcp/tools/name-search.md): Search items by their name or title: document name, email subject, agent session title, channel name, project name, or call-record name.
- [OpenDirectMessage](https://docs.macro.com/AI/mcp/tools/open-direct-message.md): Find the user's direct-message conversation with one or more people, creating it if it does not exist yet, and return its channel id.
- [QueryDatabase](https://docs.macro.com/AI/mcp/tools/query-database.md): Run SQL against the current user's Macro databases — the only way to read or change their rows.
- [ReactToChannelMessage](https://docs.macro.com/AI/mcp/tools/react-to-channel-message.md): Add or remove the user's own emoji reaction on a channel message or thread reply.
- [ReadActivity](https://docs.macro.com/AI/mcp/tools/read-activity.md): Read actions attributed to the authenticated user within a time range, newest first.
- [ReadAgentSession](https://docs.macro.com/AI/mcp/tools/read-agent-session.md): Read an agent session by its ID from an agent-session mention or search result.
- [ReadAgentSessionSharing](https://docs.macro.com/AI/mcp/tools/read-agent-session-sharing.md): Read an agent session's current owner, link sharing, team access, and channel grants.
- [ReadBookingSettings](https://docs.macro.com/AI/mcp/tools/read-booking-settings.md): Read the full personal or team Booking Links configuration: booking-page name and introduction, reusable schedules, default availability, and all link settings with IDs and revision.
- [ReadCallRecord](https://docs.macro.com/AI/mcp/tools/read-call-record.md): Retrieve the transcript for a specific call record.
- [ReadChannelMessageContext](https://docs.macro.com/AI/mcp/tools/read-channel-message-context.md): Read the local channel and thread context around one message id.
- [ReadChannelMessages](https://docs.macro.com/AI/mcp/tools/read-channel-messages.md): Read a small structured window of top-level messages from a channel.
- [ReadChannelThread](https://docs.macro.com/AI/mcp/tools/read-channel-thread.md): Read replies from a channel message thread.
- [ReadContent](https://docs.macro.com/AI/mcp/tools/read-content.md): Retrieve a document's content and its comment threads, including inline comments with the text they are on, Discussion comments, replies and resolved state.
- [ReadDesign](https://docs.macro.com/AI/mcp/tools/read-design.md): Read a Figma (.fig) design: its pages (numbered from 1, with ids), each page's top-level frames and sections with their ids, types, sizes, and positions, the text in each frame (in reading order, with the text layer's name and id; text shown by component instances included), the components each fram…
- [ReadDiscussion](https://docs.macro.com/AI/mcp/tools/read-discussion.md): Read the comment threads in the Discussion of a document, task, Tasks project (initiative), CRM company or CRM contact: each thread's id, resolved state and comments, with their ids, authors and text, oldest thread first.
- [ReadForm](https://docs.macro.com/AI/mcp/tools/read-form.md): Read a known form before editing.
- [ReadIllustratorDocument](https://docs.macro.com/AI/mcp/tools/read-illustrator-document.md): Read an Illustrator (.ai) document: its artboards with their names, ids, positions, and sizes in points; its layer tree from top to bottom, with each object's kind (layer, group, clip group, path, text, image, or other artwork), name, id, visibility, lock, opacity, position, and size, and the fill a…
- [ReadInitiative](https://docs.macro.com/AI/mcp/tools/read-initiative.md): Read a project, its sharing, canonical status/priority/assignees/due date, and a bounded page of associated task ids that you can view, with their total count.
- [ReadInitiativeActivity](https://docs.macro.com/AI/mcp/tools/read-initiative-activity.md): Read project creation, edits, property changes, and task membership changes, newest first.
- [ReadMetadata](https://docs.macro.com/AI/mcp/tools/read-metadata.md): Retrieve a documents metadata
- [ReadPhotoshopDocument](https://docs.macro.com/AI/mcp/tools/read-photoshop-document.md): Read a Photoshop (.psd or .psb) document: its canvas size, color mode, bit depth, and resolution; its layer tree from top to bottom, with each layer's kind (pixels, group, text, shape, fill, adjustment, or smart object), name, id, visibility, opacity, blend mode, position, and size; and the text of…
- [ReadPresentation](https://docs.macro.com/AI/mcp/tools/read-presentation.md): Read a PowerPoint (.pptx) presentation: slide size, layout names, theme colors, and every slide's id, layout, and shapes in back-to-front order with their ids, kinds, placeholder roles, position and size in points, text by paragraph, table cells (with merges and style), chart types and data, picture…
- [ReadProject](https://docs.macro.com/AI/mcp/tools/read-project.md): List the direct contents of a project (shown as a folder in the app UI): its documents and nested projects.
- [ReadRoutine](https://docs.macro.com/AI/mcp/tools/read-routine.md): Read a routine owned by the authenticated user, including its saved configuration and recent run history.
- [ReadSkill](https://docs.macro.com/AI/mcp/tools/read-skill.md): Read a skill's complete markdown instructions by its documentId from ListSkills or SearchSkills, or a skill mention.
- [ReadSpreadsheet](https://docs.macro.com/AI/mcp/tools/read-spreadsheet.md): Inspect a native Macro spreadsheet: all sheet IDs/names, used ranges, formula/error counts, named tables with their columns and column types, and compact samples.
- [ReadWordDocument](https://docs.macro.com/AI/mcp/tools/read-word-document.md): Read an uploaded Word (.docx) document as it stands now in Macro, including edits people made in the editor: every paragraph, table cell and content control with its stable id, paragraph style, alignment, plain text and formatted spans, tracked changes (who inserted or deleted what) and Word comment…
- [RemoveFromPipeline](https://docs.macro.com/AI/mcp/tools/remove-from-pipeline.md): Remove deals (entries) from a CRM pipeline, deleting their stage and other pipeline fields.
- [RenameChannel](https://docs.macro.com/AI/mcp/tools/rename-channel.md): Rename an existing channel.
- [RenameDocument](https://docs.macro.com/AI/mcp/tools/rename-document.md): Rename a document.
- [RenameItem](https://docs.macro.com/AI/mcp/tools/rename-item.md): Rename a project (shown as a folder in the app).
- [ResolveComment](https://docs.macro.com/AI/mcp/tools/resolve-comment.md): Resolve or reopen a comment thread in the Discussion of a document, task, Tasks project, CRM company or CRM contact on behalf of the user.
- [RunRoutine](https://docs.macro.com/AI/mcp/tools/run-routine.md): Start a routine owned by the authenticated user now, outside its schedule, as Run Now in the app does.
- [SaveDatabaseQuery](https://docs.macro.com/AI/mcp/tools/save-database-query.md): Save a read-only SELECT as a live question and get back the block that shows its answer.
- [SaveDatabaseView](https://docs.macro.com/AI/mcp/tools/save-database-view.md): Save a table or kanban board view of one table of a Macro database.
- [SearchSkills](https://docs.macro.com/AI/mcp/tools/search-skills.md): Search the user's skills by name.
- [SelfKnowledge](https://docs.macro.com/AI/mcp/tools/self-knowledge.md): Learn what Macro is and how it works.
- [SendChannelMessage](https://docs.macro.com/AI/mcp/tools/send-channel-message.md): Send or reply to a channel on behalf of the user.
- [SetEntityProperty](https://docs.macro.com/AI/mcp/tools/set-entity-property.md): Set or update a property value on an entity.
- [SetFavorite](https://docs.macro.com/AI/mcp/tools/set-favorite.md): Add an item to the user's favorites (shown starred in the app sidebar) or remove it, as the Favorite action does.
- [SetFormAccess](https://docs.macro.com/AI/mcp/tools/set-form-access.md): Open, close or share a saved form immediately.
- [SetSenderPolicy](https://docs.macro.com/AI/mcp/tools/set-sender-policy.md): Set where future mail from a sender lands in one of the user's inboxes.
- [ShareWithChannel](https://docs.macro.com/AI/mcp/tools/share-with-channel.md): Share an item with the current members of a channel by writing a channel entity-access grant.
- [Subagent](https://docs.macro.com/AI/mcp/tools/subagent.md): Delegate a task to a subagent that can independently use tools to research and complete it.
- [TextEditorCodeExecution](https://docs.macro.com/AI/mcp/tools/text-editor-code-execution.md): Use a text editor in a sandboxed environment using Claude's built-in code execution tool.
- [UpdateAgentSessionSharing](https://docs.macro.com/AI/mcp/tools/update-agent-session-sharing.md): Change an agent session's link, team, or channel sharing as its owner.
- [UpdateBookingSettings](https://docs.macro.com/AI/mcp/tools/update-booking-settings.md): Update Booking Links settings after reading ReadBookingSettings.
- [UpdateCalendarEvent](https://docs.macro.com/AI/mcp/tools/update-calendar-event.md): Update an existing calendar event.
- [UpdateCallRecord](https://docs.macro.com/AI/mcp/tools/update-call-record.md): Rename a recorded call or change whether it is shared with the team, as the call's header menu does.
- [UpdateInitiative](https://docs.macro.com/AI/mcp/tools/update-initiative.md): Rename a project with edit access, or replace its collaboration member list as the owner.
- [UpdateInitiativeSharing](https://docs.macro.com/AI/mcp/tools/update-initiative-sharing.md): Change a project's team, link or channel sharing.
- [UpdatePipelineEntries](https://docs.macro.com/AI/mcp/tools/update-pipeline-entries.md): Move deals to another stage or change their fields in a CRM pipeline: "move Acme to Negotiation", "set the revenue on the Globex deal", "assign these deals to Sam".
- [UpdateRoutine](https://docs.macro.com/AI/mcp/tools/update-routine.md): Pause/resume or replace the configuration of a routine owned by the authenticated user.
- [UpdateSharing](https://docs.macro.com/AI/mcp/tools/update-sharing.md): Change who can access a document (including a task), or a project (folder), as the Share menu in the app does: link sharing, team access, and per-channel access.
- [UpdateThreadLabels](https://docs.macro.com/AI/mcp/tools/update-thread-labels.md): Add or remove a single label from every message in a Gmail thread.
- [UploadFile](https://docs.macro.com/AI/mcp/tools/upload-file.md): Upload an existing file to Macro from base64-encoded bytes, up to 25 MiB decoded.
- [WebFetch](https://docs.macro.com/AI/mcp/tools/web-fetch.md): Fetch the contents of a web page using Claude's built-in web fetch tool.
- [WebSearch](https://docs.macro.com/AI/mcp/tools/web-search.md): Search the web for information using Claude's built-in web search tool.
- [GitHub](https://docs.macro.com/integrations/github.md): Link pull requests to tasks and let task statuses update themselves as you ship.
- [Teams & Admin](https://docs.macro.com/account/teams.md): Creating a team, inviting members, roles, and what admins can do.
- [Billing & Plans](https://docs.macro.com/account/billing.md): Macro's Free, Pro, and Max plans, how AI usage is included, and how to manage your subscription.
- [Security](https://docs.macro.com/security.md): Learn more about our data security practices and compliance measures.
- [Get Support](https://docs.macro.com/support.md): How to get help with Macro, and fixes for the most common issues.
- [FAQ](https://docs.macro.com/faq.md): How Macro compares to Notion, Superhuman, and Slack, plus licensing, self-hosting, teams, and data questions.
- [Keyboard Shortcuts](https://docs.macro.com/keyboard-shortcuts.md): The complete reference for driving Macro from the keyboard.
- [Changelog](https://docs.macro.com/changelog/introduction.md): All notable changes to Macro, pulled from GitHub Releases.
- [May 2026](https://docs.macro.com/changelog/2026-05.md): Macro releases from May 2026.
- [April 2026](https://docs.macro.com/changelog/2026-04.md): Macro releases from April 2026.
- [March 2026](https://docs.macro.com/changelog/2026-03.md): Macro releases from March 2026.
- [February 2026](https://docs.macro.com/changelog/2026-02.md): Macro releases from February 2026.
- [January 2026](https://docs.macro.com/changelog/2026-01.md): Macro releases from January 2026.
- [December 2025](https://docs.macro.com/changelog/2025-12.md): Macro releases from December 2025.


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