---
title: Change actions
description: The 51 changes an assistant can make in Signal, each previewed as a card and confirmed by the person.
product: signal
section: mcp
order: 6
---

<!-- Generated content: copied from Signal's code-generated tool reference (docs/mcp/tool-reference.md). Regenerate this pack's copy rather than editing it by hand. -->

# Change actions

The changes an assistant can make, each through preview_change and apply_change. list_change_actions lists the ones this connection may preview now, with each one's required fields, and gives up to 5 of them in full when asked by name; it leaves out any the connection's areas, the person's role, the workspace's plan or its modules don't allow.

## Sales

| Change action | What it does | Needs | Undo |
|---|---|---|---|
| <a id="change-create-prospect-contact"></a>`create_prospect_contact` | Creates a prospect contact: first and last name, and optionally contact details and Assigned To. | — | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-create-account"></a>`create_account` | Creates an Account: a business name, and optionally contact details, industry and Assigned To. | Role permission: Accounts › Create | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-create-contact"></a>`create_contact` | Adds a Contact to an Account; the Contact takes the Account's Assigned To. | Role permission: Contacts › Create | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-create-deal"></a>`create_deal` | Creates a Deal for an Account or a prospect contact, at a stage of the default pipeline. | Role permission: Deals › Create | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-update-record"></a>`update_record` | Changes fields or Assigned To on a Deal, Account, Contact or prospect contact, as its edit form allows. | — | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-move-deal-stage"></a>`move_deal_stage` | Moves a Deal to another stage of its own pipeline. | Role permission: Deals › Update | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-assign-records"></a>`assign_records` | Sets Assigned To on up to 100 Deals, Accounts and prospect contacts in one change. | — | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-create-action"></a>`create_action` | Creates an Action with a due date, on a record, Assigned To someone. | Role permission: Activities › Create | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-complete-action"></a>`complete_action` | Marks one of your open Actions done. | Role permission: Activities › Update | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-reschedule-action"></a>`reschedule_action` | Moves one of your open Actions to a new due date. | Role permission: Activities › Update | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-log-call"></a>`log_call` | Logs a call that already happened, with its outcome and notes. | Role permission: Activities › Create | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-add-note"></a>`add_note` | Adds a note to an Account or a prospect contact. | — | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-add-to-call-queue"></a>`add_to_call_queue` | Adds prospect contacts, Contacts or a Deal's Contacts to your call queue, skipping anyone already in it. | Role permission: Activities › Create | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-remove-from-call-queue"></a>`remove_from_call_queue` | Removes waiting calls from your call queue. | Role permission: Activities › Delete | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-create-call-list"></a>`create_call_list` | Makes a call list on your queue from a Segment, your Hot prospects or a search. | Role permission: Activities › Create | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-create-workflow"></a>`create_workflow` | Saves a draft workflow from a trigger and steps; a draft never runs. An assistant's workflow emails only teammates: when the person asks to email customers, tell them and ask before saving it without that. | Operations on the workspace's plan | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-update-workflow-steps"></a>`update_workflow_steps` | Replaces a workflow's steps. | Operations on the workspace's plan | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-rename-workflow"></a>`rename_workflow` | Renames a workflow. | Operations on the workspace's plan | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-fill-workflow-setting"></a>`fill_workflow_setting` | Sets one setting on one of a workflow's steps, from its choices (signal://workspaces/{workspace_id}/workflow-options). | Operations on the workspace's plan | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-turn-on-workflow"></a>`turn_on_workflow` | Turns on a workflow that can run; the card names every step that reaches outside Signal. | Operations on the workspace's plan | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-turn-off-workflow"></a>`turn_off_workflow` | Turns off a workflow that is on. | Operations on the workspace's plan | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-record-call-off-invoice"></a>`record_call_off_invoice` | Records a Dispatched call-off's invoice number, which moves it to Invoiced. | Role permission: Property › Update; Operations on the workspace's plan | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-record-call-off-payment"></a>`record_call_off_payment` | Records payment for an Invoiced call-off, which moves it to Paid. | Role permission: Property › Update; Operations on the workspace's plan | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-create-form-draft"></a>`create_form_draft` | Creates a draft Form: a name, preset and custom questions, a thank-you message, the editor's default agreement box. Never published. | Role permission: Contacts › Create | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-update-form-draft"></a>`update_form_draft` | Changes a draft Form's name, questions, thank-you message or agreement box, while it is still a draft. Never published. | Role permission: Contacts › Update | Can be undone within 7 days, once, from the chat or Settings › AI activity. |

## Marketing

| Change action | What it does | Needs | Undo |
|---|---|---|---|
| <a id="change-create-campaign"></a>`create_campaign` | Creates a Marketing Campaign: a name, and optionally a description, goal, dates, budget and UTM values. Nothing is sent. | Role permission: Marketing › Create; Marketing on the workspace's plan; The Marketing module turned on | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-update-campaign"></a>`update_campaign` | Changes a Campaign's name, description, goal, dates, budget or UTM values. Nothing is sent. | Role permission: Marketing › Update; Marketing on the workspace's plan; The Marketing module turned on | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-create-email-draft"></a>`create_email_draft` | Creates a draft Email in a Campaign from words and library images, or from a starter or template; never its sender. Nothing is sent. | Role permission: Marketing › Create; Marketing on the workspace's plan; The Marketing module turned on | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-update-email-draft"></a>`update_email_draft` | Changes a draft Email's name, subject, Campaign or words, while its design is still the one its words made. Nothing is sent. | Role permission: Marketing › Update; Marketing on the workspace's plan; The Marketing module turned on | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-set-email-audience"></a>`set_email_audience` | Sets which Segments and Lists a draft Email goes to and leaves out, or all marketing contacts; shows the estimate. Nothing is sent. | Role permission: Marketing › Create; Marketing on the workspace's plan; The Marketing module turned on | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-send-test-email"></a>`send_test_email` | Sends one test of a draft Email, labeled [Test], to your own address only: at most 20 a day. It can't be undone. | Role permission: Marketing › Send; Marketing on the workspace's plan; The Marketing module turned on | Can't be undone. |
| <a id="change-create-segment"></a>`create_segment` | Saves a Segment (a saved search) of prospect contacts or Account contacts: up to 20 rules over the Segment fields. Nothing is sent. | Role permission: Contacts › Create; Marketing on the workspace's plan; The Marketing module turned on | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-update-segment"></a>`update_segment` | Renames, re-describes or replaces the rules of a Segment; the card names the Emails and sequences that use it. Nothing is sent. | Role permission: Contacts › Update; Marketing on the workspace's plan; The Marketing module turned on | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-import-email-images"></a>`import_email_images` | Copies up to 10 images by https address from your own website or Signal's files into the email image library; read each outcome with fetch. Can't be undone. | Role permission: Marketing › Update; Marketing on the workspace's plan; The Marketing module turned on | Can't be undone. |
| <a id="change-create-template-from-html"></a>`create_template_from_html` | Makes an email template from HTML, inline or by https address on your own website or Signal's files; copies its images from those hosts. Nothing sent; Undo archives it. | Role permission: Marketing › Update; Marketing on the workspace's plan; The Marketing module turned on | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-create-drip-sequence"></a>`create_drip_sequence` | Creates a draft Drip or Nurture sequence in a Campaign, with its topic. A person turns it on in Signal; nothing is sent and nobody is added. | Role permission: Marketing › Create; Marketing on the workspace's plan; The Marketing module turned on | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-draft-sequence-steps"></a>`draft_sequence_steps` | Adds up to 10 emails, in words with their waits, to a Drip or Nurture sequence that has never started. Nothing is sent. | Role permission: Marketing › Update; Marketing on the workspace's plan; The Marketing module turned on | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-update-attribution-settings"></a>`update_attribution_settings` | Changes the workspace's attribution model, lookback window or half-life, for every Campaign. Workspace admins only. | Role permission: Team Members › Update; Marketing on the workspace's plan; The Marketing module turned on | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-add-website-company"></a>`add_website_company` | Adds a company that visited your website as a Prospect Company, by its domain from get_website_activity's companies. | Role permission: Marketing › Read; Marketing on the workspace's plan; The Marketing module turned on | Can be undone within 7 days, once, by someone whose role allows the undo in Signal. |

## Analytics

| Change action | What it does | Needs | Undo |
|---|---|---|---|
| <a id="change-create-dashboard"></a>`create_dashboard` | Makes an empty Marketing dashboard of your own, private to you until you share it in Signal. | Role permission: Marketing › Update; Marketing on the workspace's plan; The Marketing module turned on | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-add-chart-to-dashboard"></a>`add_chart_to_dashboard` | Adds a chart (preview_chart's fields, or a saved chart to copy) to one of your private dashboards, or to a new private one; 24 at most. | Role permission: Marketing › Read; Marketing on the workspace's plan; The Marketing module turned on | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-rename-dashboard"></a>`rename_dashboard` | Changes the name or description of one of your own dashboards. Who sees it doesn't change. | Role permission: Marketing › Read; Marketing on the workspace's plan; The Marketing module turned on | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-create-dashboard-alert"></a>`create_dashboard_alert` | Sets an alert on a figure of one of your private dashboards, above or below a line; checked hourly, it tells only you. | Role permission: Marketing › Read; Marketing on the workspace's plan; The Marketing module turned on | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-schedule-dashboard-delivery"></a>`schedule_dashboard_delivery` | Emails one of your private dashboards to you, and only you, daily, weekly or monthly. Nothing is sent now. | Role permission: Marketing › Read; Marketing on the workspace's plan; The Marketing module turned on | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-update-report-commentary"></a>`update_report_commentary` | Rewrites one commentary section of a saved sales report in the person's words, as a new version. Figures never change. | Role permission: Deals › Read | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-generate-sales-report"></a>`generate_sales_report` | Generates a sales report from Signal's own figures, with citations, saved to the Report Library; 1 ANI credit; runs in the background. | Role permission: Deals › Read | Can be undone within 7 days, once, from the chat or Settings › AI activity. |

## Data import

| Change action | What it does | Needs | Undo |
|---|---|---|---|
| <a id="change-import-records"></a>`import_records` | Imports up to 500 prospect contacts, Prospect Companies or Accounts from rows, as the CSV import does. It never records marketing consent: when the person asks for consent, tell them and ask before importing without it. | Role permission: Contacts › Create | Can be undone within 7 days, once, from the chat or Settings › AI activity. |
| <a id="change-start-spark-search"></a>`start_spark_search` | Runs a Prospect Spark search by ICP and filters, in the background; read its companies with fetch. | — | Can't be undone. |
| <a id="change-lookup-company"></a>`lookup_company` | Looks up one named company with Company Lookup, in the background; read it with fetch. | — | Can't be undone. |
| <a id="change-find-company-contacts"></a>`find_company_contacts` | Finds contacts at one company with Spark, in the background; read the people with fetch. | — | Can't be undone. |
| <a id="change-accept-spark-company"></a>`accept_spark_company` | Adds up to 25 companies from your finished Spark changes as Prospect Companies, with chosen people. | — | Can be undone within 7 days, once, from the chat or Settings › AI activity. |