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Add API write for email templates and fix/verify broken action references.

Community Member
The Decile MCP can read email templates (list_email_templates, get_email_template) but cannot create or update them. That's the gap I'd most like closed.
Why it matters more than it sounds. An agent connected to Hub can now read a pipeline end to end — stages, actions, queued executions, templates, prospects — and it can write almost everything: prospects, organizations, notes, deal memos, newsletters with full HTML bodies, even Base posts. Email templates are the one piece of workflow content with no write path at all. So an agent can diagnose a broken workflow completely and repair none of it.
Our concrete case: five stage actions in our Deals pipeline point at templates that return 404, and there are more on the Investors money path. Every affected branch is dead — the action renders as "Send email Unknown" and can't fire. With write access this is a ten-minute scripted repair. Without it, it's manual UI work across two pipelines, and presumably across every account where this happened.
What I'm asking for, in priority order:
  1. Create and update email templates over the API/MCP — name, subject, body, pipeline, attachments.
  2. Set an action's email_template_id so a broken reference can be re-pointed programmatically. Without this, creating a replacement template doesn't actually repair anything: the new template gets a new id and the action still points at the dead one.
  3. Read-back of an action's full config, so an agent can verify the repair rather than assume it.
Secondary — the guardrails that would have prevented this: warn before deleting a template that stage actions still reference and offer to re-point them; surface broken references somewhere visible per pipeline instead of only at send time; and include email templates in the audit log, which today covers people, organizations, prospects, funds, capital accounts, chats and users, so there's no way to see who removed a template or when.
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3 replies
Community Member

cc @Houston Searcy on this one!

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Community Member

All these asks should be complete and live now @Jorge Vargas

Community Member

Thanks @Houston Searcy, confirmed on our side. create_email_template, update_email_template, email_template_id on update_pipeline_action, and get_pipeline_action are all there, and list_pipeline_actions now flags broken_reference. That covers the whole ask, and it means we can finally repair the dead "Send email Unknown" branches in Deals and Investors.

Next gap, same shape. We can now read a pipeline's entire workflow and edit its stages (create / rename / reorder), but not the steps inside them. We're restructuring our Investors pipeline: collapsing three follow-up stages into one and rebalancing close probability. None of it can be done over the API:

  1. Create and delete stage actions, including child actions (send_email, set_variable, move_to_stage, record_task_completed), with position and wait_days.
  2. Edit an action's data. update_pipeline_action only takes email_template_id, wait_days and automate. We need to change a set_variable value (probability 20 → 35) and a move_to_stage target.
  3. Delete a stage, with a required destination for the prospects in it, and the same consequences/acknowledge flow reorder_pipeline_stages already has. Today a merge leaves two empty stages on the board.

With those three, the restructure becomes one scripted, reviewable change instead of an afternoon in the builder.

Still open from the original post, if you get to them: a warning before deleting a template that actions still reference, and email templates in the audit log.

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