Vitally through One
Vitally is a customer success platform that helps B2B teams monitor product usage, segment accounts, automate workflows, and drive retention and expansion using data-driven insights and playbooks.
One exposes Vitally through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.
How to run an action
- Find the action in the table below, or call
search_one_platform_actions with platform vitally if it is not listed.
- Call
get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
- Call
execute_one_action with parameters copied from that knowledge.
Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.
Before you start
Call list_one_integrations once and confirm Vitally is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.
Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.
Before a write
Creates, updates, deletes and sends land on a real Vitally account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.
Actions
Users
| Action |
Method |
Path |
Action id |
| Get a User |
GET |
/resources/users/{{id}} |
conn_mod_def::GJlC9mSYJtE::0TpEBvQCRP-YWJnjx7n_aA |
| List an Account's Users |
GET |
/resources/accounts/{{accountId}}/users |
conn_mod_def::GJlC9YVTbmw::AzfaKdB2RAqu3dfJun8xuQ |
| List an Organization’s Users |
GET |
/resources/organizations/{{organizationId}}/users |
conn_mod_def::GJlC9gXpvdY::PK_5m-2DQTClNWcGOadcvA |
| List Users |
GET |
/resources/users |
conn_mod_def::GJlC9RblnO4::WcEi4Y1USM6McJWmoMiffQ |
| Search Users |
GET |
/resources/users/search |
conn_mod_def::GJlC9s5WTxA::x5m0c1-fTjS9fqL6xT80bw |
| Create a User |
POST |
/resources/users |
conn_mod_def::GJlC90DOokY::WYcL_FPqR-KPQiY4O6siAQ |
| Delete a User |
DELETE |
/resources/users/{{id}} |
conn_mod_def::GJlC-AaH1Qw::PPug6A28STGbun-qGxYgvA |
| Update a User |
PUT |
/resources/users/{{id}} |
conn_mod_def::GJlC96XhNiA::EQRpdOVrTyKRtwqvuSFAfg |
Projects
| Action |
Method |
Path |
Action id |
| Get a Project |
GET |
/resources/projects/{{id}} |
conn_mod_def::GJlC8KDLhAQ::PwqniGBUQuCPNhZEGdor6A |
| List an Account’s Projects |
GET |
/resources/accounts/{{accountId}}/projects |
conn_mod_def::GJlC72h5wV4::Aa_cxpwNRQ6oQtAWYm0h8w |
| List an Organization's Projects |
GET |
/resources/organizations/{{organizationId}}/projects |
conn_mod_def::GJlC782o2v4::gyuHcS93TMeTDYRV5nWbew |
| List Projects |
GET |
/resources/projects |
conn_mod_def::GJlC7vxFO3M::c33d9fBHSxSeh48dxSmcxg |
| Create a Project from a Template |
POST |
/resources/projects |
conn_mod_def::GJlC8EwNDaw::LgBJWgXKT5GifJ_o_2Q-TA |
| Create a Project Using a Template |
POST |
/resources/projects |
conn_mod_def::GJlC7ksxllI::jqR3bgXoTPWLWencVxUDXg |
| Delete a Project |
DELETE |
/resources/projects/{{id}} |
conn_mod_def::GJlC8Tv6mr8::3ds1JyIzQwGFBs3k3HLgmQ |
| Update a Project |
PUT |
/resources/projects/{{id}} |
conn_mod_def::GJlC8PI9Aw4::H8nnfFKOTlGuqEZ9mhj8aQ |
NpsResponses
| Action |
Method |
Path |
Action id |
| Get an NPS Response |
GET |
/resources/npsResponses/{{id}} |
conn_mod_def::GJlC6qNSx68::BpXqcCtDTlCfGo0jnP-gtA |
| List an Account’s NPS Responses |
GET |
/resources/accounts/{{accountId}}/npsResponses |
conn_mod_def::GJlC6ecpCk8::VziPgL2HQfazePZOu6L7-g |
| List an Organization’s NPS Responses |
GET |
/resources/organizations/{{organizationId}}/npsResponses |
conn_mod_def::GJlC6XADQvk::tNTk4d8lRdGjYKE9lNPm1A |
| List NPS Responses |
GET |
/resources/npsResponses |
conn_mod_def::GJlC6QgFxhc::xZakeL7IQcGMUYtTnfC85g |
| Create or Update an NPS Response |
POST |
/resources/npsResponses |
conn_mod_def::GJlC6j3XNAs::InR0RMydS_CEBjcwxtBLjQ |
| Delete an NPS Response |
DELETE |
/resources/npsResponses/{{id}} |
conn_mod_def::GJlC6zpAbRA::_DlnqfQ8Rd2mwHM2e0rTkQ |
| Update an NPS Response |
PUT |
/resources/npsResponses/{{id}} |
conn_mod_def::GJlC6vJxvoI::D4aQn4fZRYmpdgPxbt05sg |
Notes
| Action |
Method |
Path |
Action id |
| Get a Note |
GET |
/resources/notes/{{id}} |
conn_mod_def::GJlC51zHe1I::nUFB-U3oTQSNu_mbL8izSQ |
| List an Account's Notes |
GET |
/resources/accounts/{{accountId}}/notes |
conn_mod_def::GJlC5f-prIA::RLn89Pj7Ri6JAqhBwnwG-Q |
| List Notes |
GET |
/resources/notes |
conn_mod_def::GJlC5ZXoG7A::2Bx9c-Z2Ti2043tLzFxbww |
| List Notes for an Organization |
GET |
/resources/organizations/{{organizationId}}/notes |
conn_mod_def::GJlC5lzweLc::FScryyk_SriJe2Ozr6KDMg |
| Create a Note |
POST |
/resources/notes |
conn_mod_def::GJlC5v__kBE::793rcA2sSQaPktFl9oTRwA |
| Delete a Note |
DELETE |
/resources/notes/{{id}} |
conn_mod_def::GJlC6CoD468::SQESiElAT9Kzb4t1qixRYQ |
| Update a Note |
PUT |
/resources/notes/{{id}} |
conn_mod_def::GJlC57lJwwE::wIeM_QfTRSWLmV-USu5--Q |
Tasks
| Action |
Method |
Path |
Action id |
| Get a Task |
GET |
/resources/tasks/{{id}} |
conn_mod_def::GJlC85VXRIU::rPM5bbzTQLmMPSWNPjNSMw |
| List an Account’s Tasks |
GET |
/resources/accounts/{{accountId}}/tasks |
conn_mod_def::GJlC8lsHzsk::BB9c43zRThGABuP2bTaYyw |
| List an Organization’s Tasks |
GET |
/resources/organizations/{{organizationId}}/tasks |
conn_mod_def::GJlC8r8OSfw::ZLcPYT_6S7-zbuOWm6xaEA |
| List Tasks |
GET |
/resources/tasks |
conn_mod_def::GJlC8eDhQWY::HvNwudDcSp2xrkmVxNfNRA |
| Create or Upsert a Task |
POST |
/resources/tasks |
conn_mod_def::GJlC8yUaTW0::gqX9tvdkS46U27I2vc_dug |
| Delete a Task |
DELETE |
/resources/tasks/{{id}} |
conn_mod_def::GJlC9FjOBSo::zSTxoGbQTdqDqjrAKFZn7g |
| Update a Task |
PUT |
/resources/tasks/{{id}} |
conn_mod_def::GJlC8_xfNog::1aqitojxSH-OCl29dgdmgA |
Accounts
| Action |
Method |
Path |
Action id |
| Get an Account |
GET |
/resources/accounts/{{id}} |
conn_mod_def::GJlC2l2qQDU::tfV6OJatSpSLioejrGIyGg |
| List Accounts |
GET |
/resources/accounts |
conn_mod_def::GJlC2aoFiF8::4Ssuq1NbQZKObV8QMoAwlQ |
| List an Organization’s Accounts |
GET |
/resources/organizations/{{organizationId}}/accounts |
conn_mod_def::GJlC2g13M80::kF63pauRQSq-6swfWajVCw |
| Create an Account |
POST |
/resources/accounts |
conn_mod_def::GJlC20z9sEo::bEmZ0u6sSmqnPG4KaqCH4A |
| Delete an Account |
DELETE |
/resources/accounts/{{id}} |
conn_mod_def::GJlC3C7ZX74::Rb9g2493Qk2IRZpkbJ7pmA |
| Update an Account |
PUT |
/resources/accounts/{{id}} |
conn_mod_def::GJlC29fIOCo::gHBu2ZCYQM2kEKBd3kUaCQ |
Conversations
| Action |
Method |
Path |
Action id |
| Get a Conversation |
GET |
/resources/conversations/{{id}} |
conn_mod_def::GJlC3ezFBLA::i4a7ztMARaaRVlL4l-YbLg |
| List Conversations |
GET |
/resources/conversations |
conn_mod_def::GJlC3OR9C3Q::1vuzjFktQqGvtDH4Tn6tDQ |
| Create a Conversation |
POST |
/resources/conversations |
conn_mod_def::GJlC3TsaVqY::oEjtLgJtRTmLyj6887v8YQ |
| Delete a Conversation |
DELETE |
/resources/conversations/{{id}} |
conn_mod_def::GJlC3j7_5iA::T9f9tCfcRJieUOnQi49gzw |
| Update a Conversation |
PUT |
/resources/conversations/{{id}} |
conn_mod_def::GJlC3ZboC7E::zSkAgOSKQ2GiiBjdXHqB8A |
CustomObjects
| Action |
Method |
Path |
Action id |
| Get a Custom Object |
GET |
/resources/customObjects/{{id}} |
conn_mod_def::GJlC3x2DdVU::zaQH9bm9QRKhiNioEgrjaw |
| List Custom Objects |
GET |
/resources/customObjects |
conn_mod_def::GJlC3qHHwpU::zJILOutUTFG6S6e6EogFkA |
| Create a Custom Object |
POST |
/resources/customObjects |
conn_mod_def::GJlC327qXu0::2yBNPVrbRnKXB1G2yz0NQg |
| Update a Custom Object |
PUT |
/resources/customObjects/{{id}} |
conn_mod_def::GJlC39FZLjs::kc_weVdKS8uC1KC2XAA9Lg |
CustomObjectInstances
| Action |
Method |
Path |
Action id |
| List a Custom Object’s Instances |
GET |
/resources/customObjects/{{customObjectId}}/instances |
conn_mod_def::GJlC4EKDdeI::igRzD6B_TKuOrYy892YZjw |
| Search Custom Object Instances (First Match) |
GET |
/resources/customObjects/{{customObjectId}}/instances/search |
conn_mod_def::GJlC4Lt-V18::ayt1asaWQa27qTyR7IUgJA |
| Delete a Custom Object’s Instance |
DELETE |
/resources/customObjects/{{customObjectId}}/instances/{{instanceId}} |
conn_mod_def::GJlC4mKkFEY::cX0XgCd1Rs2L-KFfVbUNog |
Messages
| Action |
Method |
Path |
Action id |
| Get a Message |
GET |
/resources/messages/{{id}} |
conn_mod_def::GJlC5M_FYbc::YlKDKiJHR_erunpsAWErJA |
| Create a Message in a Conversation |
POST |
/resources/conversations/{{conversationId}}/messages |
conn_mod_def::GJlC5IDg7wE::dHbkWxfpRICeXfjRzwONFg |
| Delete a Message |
DELETE |
/resources/messages/{{id}} |
conn_mod_def::GJlC5TtxpC0::ott-AWo5TlW7N6MRLPoEyA |
Organizations
| Action |
Method |
Path |
Action id |
| Get an Organization |
GET |
/resources/organizations/{{id}} |
conn_mod_def::GJlC69jTS1s::hn4VVPG5RhyLSIUb7pmPxw |
| List Organizations |
GET |
/resources/organizations |
conn_mod_def::GJlC6418CuA::t05S3flhRqmiekrE0zGo0g |
| Delete an Organization |
DELETE |
/resources/organizations/{{id}} |
conn_mod_def::GJlC7OUsYO0::eIiOPYfaThi1-m0HH7BbZA |
CustomObjectInstance
| Action |
Method |
Path |
Action id |
| Create a Custom Object’s Instance |
POST |
/resources/customObjects/{{customObjectId}}/instances |
conn_mod_def::GJlC4aTbirA::znJ5N6hZT8i7wpCR3SVTjg |
| Update a Custom Object Instance |
PUT |
/resources/customObjects/{{customObjectId}}/instances/{{instanceId}} |
conn_mod_def::GJlC4gcbB7Y::05it2wUrT-6ORUH98EGS1A |
SurveyResponses
| Action |
Method |
Path |
Action id |
| Get a Survey Response by Response ID |
GET |
/resources/surveyResponses/{{responseId}} |
conn_mod_def::GJlC4w6WUMU::-pNHeL5WT9iODoQ5p1bNDQ |
| Get a Survey’s Responses |
GET |
/resources/surveys/{{surveyId}}/responses |
conn_mod_def::GJlC4rvStz4::vgdmkiIwR--iQZdwJm3Wew |
Organization
| Action |
Method |
Path |
Action id |
| Create an Organization |
POST |
/resources/organizations |
conn_mod_def::GJlC7DollFA::hs3vb913TJeMW59bSoO5SA |
| Update an Organization |
PUT |
/resources/organizations/{{id}} |
conn_mod_def::GJlC7IN_nc0::swPAafdoS620oTt-ZttPYQ |
NoteCategories
| Action |
Method |
Path |
Action id |
| List Note Categories |
GET |
/resources/noteCategories |
conn_mod_def::GJlC6JkXKfk::T5s5V5VARm2sx1H0TmMbcA |
ProjectTemplates
| Action |
Method |
Path |
Action id |
| List Project Templates |
GET |
/resources/projectTemplates |
conn_mod_def::GJlC7U8yEKA::iMWCn86sTPiVfPw97IB4wA |
AccountHealthScores
| Action |
Method |
Path |
Action id |
| Get an Account’s Health Score Breakdown |
GET |
/resources/accounts/{{id}}/healthScores |
conn_mod_def::GJlC2sPLIc4::AMAeKQdQSeKdKoTE_btFfQ |
Admins
| Action |
Method |
Path |
Action id |
| Search Admins |
GET |
/resources/admins/search |
conn_mod_def::GJlC3Ik3Bp4::EdAOSLZoRiC6N7gDkKnPTw |
SurveyQuestions
| Action |
Method |
Path |
Action id |
| Retrieve Survey Question Details |
GET |
/resources/surveyQuestions/{{questionId}} |
conn_mod_def::GJlC42jIuVg::2slyLxcVTZiKK8Ig5g3nEg |
CustomTraits
| Action |
Method |
Path |
Action id |
| List Custom Traits by Model |
GET |
/resources/customFields |
conn_mod_def::GJlC5CbUlBk::VTFXV6S4RIWGm5zZQ00IRw |
ProjectCategories
| Action |
Method |
Path |
Action id |
| List Project Categories |
GET |
/resources/projectCategories |
conn_mod_def::GJlC7dLR3Kk::qWLBaLlhS0yoEITgipbEHw |
TaskCategories
| Action |
Method |
Path |
Action id |
| List Task Categories |
GET |
/resources/taskCategories |
conn_mod_def::GJlC9LXFOoY::Pt0u8QKLSlOsiFXMeJ3G4g |
When a call fails
The error comes from Vitally, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.
Full catalog: https://www.withone.ai/knowledge/vitally
Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.
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