{"name":"CaseRail agent","description":"CaseRail's case and records management assistant. Give it a task in plain language, for example \"triage this complaint and open the right case\". It works as the person who connected you, in one project, sees only what they can, and every change it proposes waits for a person to approve it in CaseRail. While changes wait, the task is input-required; check it again later with GetTask (tasks/get). Sign in to see the skills your project allows.","url":"https://www.caserail.app/api/a2a","preferredTransport":"JSONRPC","protocolVersion":"0.3.0","version":"1.0.0","provider":{"organization":"CaseRail","url":"https://www.caserail.app"},"capabilities":{"streaming":false,"pushNotifications":false},"supportsAuthenticatedExtendedCard":true,"securitySchemes":{"oauth2":{"type":"oauth2","description":"Sign in to CaseRail and choose a project (OAuth 2.1 authorization code with PKCE; clients can register themselves). Ask for the agent:delegate scope.","flows":{"authorizationCode":{"authorizationUrl":"https://www.caserail.app/oauth/authorize","tokenUrl":"https://www.caserail.app/api/oauth/token","scopes":{"agent:delegate":"Ask the CaseRail AI agent to carry out a task for you, under the same approval rules."},"refreshUrl":"https://www.caserail.app/api/oauth/token"}},"oauth2MetadataUrl":"https://www.caserail.app/.well-known/oauth-authorization-server"},"apiKey":{"type":"http","scheme":"bearer","description":"A CaseRail API key with the \"Give tasks to the CaseRail agent\" permission (Settings › Connected apps), sent as Authorization: Bearer cr_…. A key for any project also sends X-Project-Id."}},"security":[{"oauth2":["agent:delegate"]},{"apiKey":[]}],"defaultInputModes":["text/plain","application/json"],"defaultOutputModes":["text/plain","application/json"],"skills":[{"id":"casework","name":"Casework on records","description":"Finds, reads and summarises the records the person can see, and proposes new records and changes. A person approves each change in CaseRail before it happens. Can use: Search records, Count records, Read a record, Create a record, Update a record.","tags":["search_records","count_records","read_record","propose_record_create","propose_record_update"],"examples":["Triage this complaint and open the right case: …","Summarise the open cases about street lighting on Elm Road","Find the permit application from Jane Doe and add a note that the fee was paid"],"inputModes":["text/plain","application/json"],"outputModes":["text/plain","application/json"]},{"id":"connected-services","name":"Actions through connected services","description":"Proposes actions through the project's connected services, such as sending a message or calling another system. A person approves each one in CaseRail first. Can use: Notify, Send Email, Message Submitter, Mobile Push, Webhook, Create Task, Create Records, Update Field, Update Records, Look Up Record, Find Records, Check Rules, Calculate Fee, Calculate Interest, Generate Periods, Route for Approval, Payment, Send for signature, Issue snapshot, Translate Message and 7 more.","tags":["cap_notify","cap_send_email","cap_message_submitter","cap_push","cap_webhook","cap_create_task","cap_create_records","cap_update_field","cap_update_records","cap_look_up_record","cap_find_records","cap_check_rules","cap_calculate_fee","cap_calculate_interest","cap_generate_periods","cap_route_for_approval","cap_payment","cap_send_for_signature","cap_issue_snapshot","cap_translate_message","cap_transcribe","cap_audit_stream","cap_audit_integrity","cap_access_logging","cap_comments","cap_dispatch","cap_field_app"],"examples":["Let the resident on case 1042 know their inspection is booked for Monday"],"inputModes":["text/plain","application/json"],"outputModes":["text/plain","application/json"]},{"id":"assist","name":"Drafting and routing","description":"Drafts replies and suggests who should handle a record, for a person to use. Can use: Search the knowledge library.","tags":["search_knowledge"],"examples":["Draft a reply to the latest message on case 1042","Who should handle this new noise complaint?"],"inputModes":["text/plain","application/json"],"outputModes":["text/plain","application/json"]}],"supportedInterfaces":[{"url":"https://www.caserail.app/api/a2a","protocolBinding":"JSONRPC","protocolVersion":"1.0"},{"url":"https://www.caserail.app/api/a2a","protocolBinding":"JSONRPC","protocolVersion":"0.3"}]}