> ## Documentation Index
> Fetch the complete documentation index at: https://ai-kb.automationanywhere.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Platform Actions Toolkit

> Invite users, manage projects, run crawlers, and manage Knowledge Base files using the signed-in user's permissions

The **Platform Actions** toolkit (also labeled **Platform Management** in some places) lets agents perform core EKB operations: invite and manage project members, create and update projects, run web crawlers, and manage Knowledge Base files and settings. There is **no API key** — the agent acts as the **signed-in user**, with the same project permissions that user has.

Add it on the agent **Toolkits** tab (often used from Autopilot Build mode), then reference tools with `@` when the agent should change project or KB state.

## Prerequisites

* An agent you can edit
* The chatting user must have the project roles needed for each action (membership for reads; editor/admin for writes where required)
* For create/update flows from the Autopilot system project, target a real project (or create one first)

## Available tools

### Project and members

| Tool                       | Description                                                                                   |
| -------------------------- | --------------------------------------------------------------------------------------------- |
| **Invite User to Project** | Invites existing platform users by email (admin/editor/viewer). Does not create new accounts. |
| **Remove Project Member**  | Removes a member by email (owner/admin). Owner cannot be removed.                             |
| **Change Member Role**     | Changes a member’s role (owner/admin rules apply for assigning admin).                        |
| **List Project Members**   | Lists members with names, emails, and roles.                                                  |
| **Create Project**         | Creates a project (name and description required). Creator becomes admin.                     |
| **List Projects**          | Lists projects the user owns or can access.                                                   |
| **Get Project Details**    | Returns project info, members, and settings (empty project id = current project).             |
| **Update Project**         | Updates name, description, sharing, enrichment, PII, model, and related settings.             |
| **Delete Project**         | Permanently deletes a project. Irreversible.                                                  |
| **Get User Profile**       | Returns the current user’s profile (name, email, team, plan).                                 |

### Web crawlers

| Tool                    | Description                                                                        |
| ----------------------- | ---------------------------------------------------------------------------------- |
| **Create Crawler**      | Starts a crawl into the Knowledge Base (max pages configurable; hard cap applies). |
| **List Crawlers**       | Lists crawlers in a project.                                                       |
| **Get Crawler Runs**    | Returns status/runs for a crawler.                                                 |
| **Stop Crawler**        | Stops an active crawl.                                                             |
| **Get Crawler Results** | Returns crawled page results/URLs for a run.                                       |
| **Update Crawler**      | Updates crawler config when the crawler is not active.                             |
| **Delete Crawler**      | Deletes a crawler and its runs/results. Irreversible.                              |
| **Extract URL Content** | One-off extraction of text and metadata from a URL.                                |

### Knowledge Base files and settings

| Tool                   | Description                                                           |
| ---------------------- | --------------------------------------------------------------------- |
| **Upload File to KB**  | Uploads chat attachments or provided content into the Knowledge Base. |
| **List KB Files**      | Lists files, folders, and URLs; optional type or name filter.         |
| **Get File Status**    | Returns processing status and metadata for a file.                    |
| **Create KB Folder**   | Creates a folder at root or under a parent path.                      |
| **Move KB Files**      | Moves files, URLs, or folders.                                        |
| **Delete KB Folder**   | Deletes a folder and all contents. Irreversible.                      |
| **Get KB Settings**    | Returns chunking, enrichment, and extraction settings.                |
| **Update KB Settings** | Updates those settings (applies to **new** uploads).                  |

## Use cases

* Invite teammates to a project and set roles from chat
* Spin up a project, start a crawler, and check crawl status
* Upload attachments into the Knowledge Base and confirm processing
* Adjust KB chunking settings before a large ingest

## Tips

* Confirm destructive actions (**Delete Project**, **Delete Crawler**, **Delete KB Folder**) with the user first.
* Confirm roles before inviting or changing membership.
* Crawling some sites (for example LinkedIn) is blocked; respect crawl size limits.
* Enrichment and LLM extraction options can consume credits.
* Invitees must already have EKB accounts.
* For looking up team members by name/email without changing membership, use [Team Info](/agents/toolkits/team-info).

## Troubleshooting

| Symptom                                    | What to check                                                      |
| ------------------------------------------ | ------------------------------------------------------------------ |
| Permission denied                          | The chatting user’s project role for that action                   |
| Cannot create in Autopilot/default project | Target a real project or create one first                          |
| Invite fails                               | Email must match an existing platform user                         |
| Crawler will not start or update           | Project access; crawler not already active; URL allowed            |
| KB upload stuck                            | Check **Get File Status**; confirm file type and project KB access |

## Related

* [Team Info](/agents/toolkits/team-info)
* [Knowledge Base toolkit](/agents/toolkits/knowledge-base)
* [Agent Manager](/agents/toolkits/agent-manager)
* [Toolkits overview](/agents/toolkits/overview)