---
title: What Hermes can do and change
id: hermes.tools
description: "Ask Hermes to read your records, or to create and change them for you."
lastUpdated: 2026-10-24
order: 20
---

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.

| Job | Tools |
| --- | --- |
| Find records by a name, a reference or a SKU | `search_records` |
| Find records from a description of what you are after | `semantic_search` |
| Open one order, contact, item or task | `get_record_details` |
| Read the notes on a record | `get_notes` |
| Filter tasks | `task_list` |
| Read your boards | `kanban_board_list`, `kanban_board_get` |
| Take you to a record you ask to see | `navigate_to_record` |
| Open a page of the app, or one job, order, contact, item or task | `open_page` |
| Post its plan for a request of three steps or more | `todo_write` |
| Answer how a feature works from Lucrii's help pages, or say none covers it | `product_help` |
| Start a quest's walkthrough, only when you ask to be shown | `start_quest` |
| Keep what you tell it between conversations | `remember`, `forget`, `remember_nickname` |
| Open a quote, a sales order or a purchase order | `create_order` |
| Change an order's fields, line items, discount, tags or watchers | `update_order` |
| Record the decision on a quote, won or lost | `update_order` |
| Create or change a customer or vendor | `create_contact`, `update_contact` |
| Create or change an item in the catalogue | `create_item`, `update_item` |
| Move stock up or down for an item or a variant at one location | `adjust_stock` |
| Check a bulk change against every record it would touch | `preview_bulk_action` |
| Run a bulk change once you approve it | `run_bulk_action` |
| Export records to a CSV file | `start_export` |
| Open the import for the kind of record you name | `start_import` |
| Report on bulk actions, exports and imports | `get_job`, `list_jobs`, `summarise_job_errors` |
| Write a note on an order, contact, item or location | `add_note` |
| Write a note on a task | `task_add_note` |
| Create, change, complete, assign or delete a task | `task_create`, `task_update`, `task_status`, `task_complete`, `task_assign`, `task_delete` |
| Change a task's tags or who is following it | `task_add_tag`, `task_remove_tag`, `task_add_watcher`, `task_remove_watcher` |
| Point a task at the record it belongs to | `task_link_parent`, `task_unlink_parent` |
| Take a task off a board without deleting it | `task_remove_from_board` |
| Create, change or delete a board | `kanban_board_create`, `kanban_board_update`, `kanban_board_delete` |
| Add, change, delete, clear or sort a board's columns | `kanban_column_create`, `kanban_columns_create`, `kanban_column_update`, `kanban_column_delete`, `kanban_column_clear`, `kanban_column_sort` |
| Put a task in a column | `kanban_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.

## Related

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

## Changes

- [Bulk actions with Hermes](/changelog/2026-10-16#2026-10-16-bulk-actions-with-hermes) - 2026-10-16
- [Exporting items](/changelog/2026-10-16#2026-10-16-exporting-items) - 2026-10-16
- [Field lengths and tag limits](/changelog/2026-10-16#2026-10-16-field-lengths-and-tag-limits) - 2026-10-16
- [Opening a record or a link from Hermes](/changelog/2026-10-16#2026-10-16-opening-a-record-or-a-link-from-hermes) - 2026-10-16
- [Help pages for every feature](/changelog/2026-09-30#2026-09-30-help-pages-for-every-feature) - 2026-09-30
- [Opening a page from Hermes](/changelog/2026-09-30#2026-09-30-opening-a-page-from-hermes) - 2026-09-30