Skip to content
Get started →

Contents

What Hermes can do and change

Last updated: October 24, 2026

Who can do this: anyone in the organisation, on the Early Access plan.

What it does

Hermes answers from your records and changes them when you ask. Each thing it does is a named tool.

  • The Tools row under an answer lists the tools that ran, with a tick or a cross against them.
  • Opening the row shows what went in, and the error where one came back.
  • A bulk action, an export, or a job Hermes reads or lists shows under the reply instead. Its line says what happened, such as Checked 4 quotes, and its card is below that line.
  • Once a job ends, its card links to the job’s page in Bulk Activity.

The table lists each job Hermes does and the tools that do it.

JobTools
Find records by a name, a reference or a SKUsearch_records
Find records from a description of what you are aftersemantic_search
Open one order, contact, item or taskget_record_details
Read the notes on a recordget_notes
Filter taskstask_list
Read your boardskanban_board_list, kanban_board_get
Take you to a record you ask to seenavigate_to_record
Open a page of the app, or one job, order, contact, item or taskopen_page
Post its plan for a request of three steps or moretodo_write
Answer how a feature works from Lucrii’s help pages, or say none covers itproduct_help
Start a quest’s walkthrough, only when you ask to be shownstart_quest
Keep what you tell it between conversationsremember, forget, remember_nickname
Open a quote, a sales order or a purchase ordercreate_order
Change an order’s fields, line items, discount, tags or watchersupdate_order
Record the decision on a quote, won or lostupdate_order
Create or change a customer or vendorcreate_contact, update_contact
Create or change an item in the cataloguecreate_item, update_item
Move stock up or down for an item or a variant at one locationadjust_stock
Check a bulk change against every record it would touchpreview_bulk_action
Run a bulk change once you approve itrun_bulk_action
Export records to a CSV filestart_export
Open the import for the kind of record you namestart_import
Report on bulk actions, exports and importsget_job, list_jobs, summarise_job_errors
Write a note on an order, contact, item or locationadd_note
Write a note on a tasktask_add_note
Create, change, complete, assign or delete a tasktask_create, task_update, task_status, task_complete, task_assign, task_delete
Change a task’s tags or who is following ittask_add_tag, task_remove_tag, task_add_watcher, task_remove_watcher
Point a task at the record it belongs totask_link_parent, task_unlink_parent
Take a task off a board without deleting ittask_remove_from_board
Create, change or delete a boardkanban_board_create, kanban_board_update, kanban_board_delete
Add, change, delete, clear or sort a board’s columnskanban_column_create, kanban_columns_create, kanban_column_update, kanban_column_delete, kanban_column_clear, kanban_column_sort
Put a task in a columnkanban_move_task

An MCP client reaches the same AI through lucrii_ask, lucrii_summarize and lucrii_semantic_search. It spends from the same credits as your questions to Hermes.

Before you start

  • Hermes will not send a quote or set an order status by itself. Sending, and any other status change, happens on the order page or through a bulk action you approve after its preview.
  • Hermes and an MCP client give each date as YYYY-MM-DD. Lucrii reads it as that day in your organisation’s timezone.
  • Hermes and an MCP client meet the same limits as the forms. Lucrii refuses a longer value, and Hermes passes on the message, which gives the field and its limit.
  • Hermes can delete. Deleting a task deletes its notes with it. Deleting a board deletes its columns, and the tasks that were on it stay in the task list. Ask for either only when you mean it.

How to use it

  1. Ask for what you want in plain words. Hermes picks the tools itself.
  2. Read the Tools row under the answer to see what it touched.
  3. Select the row to open it, and select a tool inside it for the detail of that call.
  4. Open the record to check anything for yourself. The page behind the panel reloads after a turn that changed records.

Troubleshooting

Hermes refuses to create something because of a plan limit. It says so in a sentence in the conversation, with no error, and will not say which limit you hit. Check the billing page for that.

  • Asking Hermes: Ask Hermes about your business, or find and create records from the command palette on any page.
  • What Hermes remembers: Give Hermes facts and nicknames to keep, and it reads them back in later conversations.
  • Hermes credits and spending limits: Track the credits Hermes uses each month, and cap what your organisation spends beyond the allowance.
  • Creating an order: Create a quote or an order from its list, then save it.
  • Bulk actions with Hermes: Ask Hermes for a bulk action, such as recording payment on unpaid invoices, and approve its preview first.

Changes