vitally

name

vitally

description

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. Read and write Vitally data through One: users, projects, npsresponses, notes, tasks, accounts and more, 75 actions with real parameter documentation. Use whenever the user asks to look something up in Vitally, create or update a record there, or build code against the Vitally API.

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

1. Find the action in the table below, or call search_one_platform_actions with platform vitally if it is not listed.
2. 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.
3. 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.