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hiflo/Flo · Tools & actions

Flo's toolkit.

Every action Flo takes is a narrowly scoped tool call - logged, gated to the asking user, and (for 26 of 28 writes) confirmed before it runs. Here's the catalogue.

67tools · live in prod
39read-only tools
28write · 26 confirm-first
leave
leave.check_balance
Look up current balance and accrual rules
read
leave
leave.team_calendar
Show who is out across a date range
read
leave
leave.scan_conflicts
Cross-reference team calendars and coverage
read
leave
leave.suggest_window
Find shared leave windows across a team
read
leave
leave.policy_assignments
See which leave policies apply to an employee
read
leave
leave.submit
File a leave request and queue it for approval
write
leave
leave.cancel
Cancel pending or approved leave with a note
write
onboarding
onboard.status
Track onboarding task completion progress
read
onboarding
onboard.kickoff
Start the onboarding checklist for a new hire
write
onboarding
onboard.checkin
Send 7 / 14 / 30-day onboarding check-ins
write
onboarding
onboard.equipment
Track equipment — needed, ordered, assigned, returned
write
goals
okrs.read_progress
Pull the current state of objectives and key results
read
goals
okrs.read_kpis
Pull current KPI definitions and values
read
goals
okrs.flag_risks
Surface OKRs slipping on velocity, staleness or sentiment
read
goals
okrs.risk_digest
Narrative risk roll-up across a team for review prep
read
goals
okrs.plan_to_target
Diagnose why an objective or KPI is off pace and propose role-aware plays to move it
read
goals
okrs.create_goal
Draft and create a goal with key results, aligned to a parent
write
goals
okrs.update_key_result
Update progress on a key result
write
goals
okrs.draft_checkin
Pre-fill a weekly check-in from last week's notes
write
goals
okrs.log_kpi_progress
Log a KPI progress entry against a goal
write
goals
okrs.send_nudges
Nudge objective owners who have gone quiet
write
goals
okrs.carry_over_goal
Carry an unfinished objective into a later cycle
write
tasks
tasks.list
List and filter tasks — mine, due today, by objective
read
tasks
tasks.prioritize_today
Rank the day by OKR leverage, urgency and signals
read
tasks
tasks.create
Create a task, optionally linked to an objective or KR
write
tasks
tasks.update
Update a task status, priority, due date or details
write
tasks
tasks.assign
Assign or reassign a task to a team member
write
tasks
tasks.comment
Comment, flag a blocker, or request priority on a task
write
tasks
tasks.link_okr
Link or unlink a task to an objective or key result
write
kpi
kpi.list
List KPIs with value, target, health and recent trend
read
kpi
kpi.business_unit_brief
Summarise a business unit — its OKRs, KPIs and open insights
read
kpi
kpi.create
Create a new KPI from scratch
write
kpi
kpi.add_from_library
Add KPIs from the 104-strong industry library
write
kpi
kpi.log_progress
Log a new value for a KPI and update its progress
write
meetings
meetings.prep_agenda
Draft a 1:1 agenda from open items, check-ins and last summary
read
meetings
meetings.prep_team_agenda
Draft a team-meeting agenda from open signals and recent activity
read
meetings
meetings.schedule
Create a recurring 1:1 series or a one-off meeting
write
meetings
meetings.reschedule
Reschedule a single meeting to a new date or time
write
meetings
meetings.reschedule_series
Permanently move a recurring 1:1 slot and every upcoming occurrence
write
meetings
meetings.log_item
Add an agenda item, action item or note to a 1:1
write
performance
reviews.gather_evidence
Gather review evidence across goals, feedback, skills, KPIs and tasks
read
performance
reviews.compare_rubric
Compare an employee against their role rubric
read
performance
promo.summarize_evidence
Summarize promotion-readiness evidence for a report
read
performance
reviews.draft_self_assessment
Draft a first-pass self-assessment from an employee's own goals, reviews and check-ins
write
performance
reviews.draft_summary
Synthesize a year of check-ins into a review draft
write
performance
promo.nominate
Draft a promotion nomination with rubric scores and justification
write
surveys
surveys.list_pending
List surveys awaiting the employee's response
read
surveys
surveys.cluster_themes
Aggregate scores and surface themes, anonymity preserved
read
surveys
sentiment.scan_team
Look for sentiment dips across surveys and check-ins
read
surveys
surveys.draft_response
Draft a leadership response — what we heard, what we will do
read
people
people.directory_lookup
Find an employee, their role and manager
read
people
people.org_chart_query
Walk the reporting graph in either direction
read
people
people.my_profile
Read your own profile, sensitive fields stripped
read
people
people.employee_history
View an employment history timeline
read
people
people.schedule_checkin
Schedule a proactive employee check-in
write
skills
skills.detect_gaps
Compare the current skill matrix against role requirements
read
skills
skills.suggest_action
Hire / develop / redistribute — evidence-backed
read
knowledge
policy.semantic_search
RAG search over the handbook, contracts and policies
read
knowledge
policy.cite_passage
Return the exact policy paragraph, with a link
read
knowledge
knowledge.search_documents
Search document metadata, role-scoped
read
knowledge
help.search_docs
Search the in-app help centre for how-to guidance
read
knowledge
help.get_article
Fetch one help-centre article in full
read
integrations
weekdone.sync_status
Check the Weekdone connection and last sync run
read
integrations
weekdone.weekly_items
Read synced Weekdone weekly items
read
integrations
weekdone.conflicts
List Weekdone sync conflicts
read
integrations
weekdone.trigger_sync
Trigger a Weekdone sync run
write
culture
culture.suggest_activity
Team activity and morale recommendations
read
—How a tool call looks

Every action is auditable.

// flo · audit log entry
tool: leave.submit
caller: naledi.khoza@norfolkpay.com // not flo. flo runs *as* the user.
args: {
type: "annual",
dates: ["2026-06-04", "2026-06-05"],
note: "family in plett."
}
result: submitted · approval queued
at: 2026-05-28T09:14:32+02:00

Tools always run as the asking user. The audit log records you, not Flo. If you can't see a record, Flo can't see it either. The boundary is the database, not the prompt.

Sixty-seven quiet verbs.

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