> **Building with AI coding agents?** If you're using an AI coding agent, install the official Scalekit plugin. It gives your agent full awareness of the Scalekit API — reducing hallucinations and enabling faster, more accurate code generation. > > - **Claude Code**: `/plugin marketplace add scalekit-inc/claude-code-authstack` then `/plugin install @scalekit-auth-stack` > - **GitHub Copilot CLI**: `copilot plugin marketplace add scalekit-inc/github-copilot-authstack` then `copilot plugin install @scalekit-auth-stack` > - **Codex**: run the bash installer, restart, then open Plugin Directory and enable `` > - **Skills CLI** (Windsurf, Cline, 40+ agents): `npx skills add scalekit-inc/skills --list` then `--skill ` > > `` / ``: `agent-auth`, `full-stack-auth`, `mcp-auth`, `modular-sso`, `modular-scim` — [Full setup guide](https://docs.scalekit.com/dev-kit/build-with-ai/) --- # Dynamo Software
Connect to Dynamo Software API to access investment management, CRM, and reporting data.
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Supports authentication: Bearer Token ## Tool list ## `dynamo_bulk_delete` Delete multiple entities in Dynamo Software using bulk import. | Name | Type | Required | Description | | --- | --- | --- | --- | | `entityName` | string | Yes | The name of the Dynamo entity whose records will be deleted (e.g., 'contact', 'activity'). | | `items` | `array` | Yes | A required array of entity objects to delete. Each object should contain '_id' or the internal ID property for the entity. | ## `dynamo_bulk_upsert` Create or update multiple entities in Dynamo Software using bulk import. | Name | Type | Required | Description | | --- | --- | --- | --- | | `entityName` | string | Yes | The name of the Dynamo entity to bulk create or update records for (e.g., 'contact', 'activity'). | | `importAction` | string | No | Controls the import behavior. Default is 'updateorcreate'. 'create': only creates new records; 'update': only updates existing matches; 'updateorcreate': updates if match found, creates if not. | | `items` | `array` | Yes | A required array of entity objects to create or update. Each object should contain the key property values plus any additional fields to set. | | `keyProperties` | `array` | Yes | A required set of property names which combined determine the unique identity of each entity for matching purposes. | | `skipColumnIfSourceHasNoValue` | boolean | No | Default false. When true, blank or null property values in the input are ignored and will not overwrite existing data. When false (default), blank values will clear existing property values. | | `skipIfPropertyHasNoValue` | boolean | No | Default true. When true, properties not present in a given item will not overwrite existing values for that item. When false, all items must contain the same properties and unspecified values will be overwritten. | ## `dynamo_create_document` Create a new document or update an existing one based on key columns in Dynamo. | Name | Type | Required | Description | | --- | --- | --- | --- | | `content` | string | No | The document file contents encoded as a base64 string. Required when x_ishyperlink is false (default). Maps to the '_content' field in the API body. | | `extension` | string | No | The file extension of the document including the dot prefix. Required when x_ishyperlink is false. | | `hyperlink` | string | No | The URL for a hyperlink document. Required when x_ishyperlink is true. Must be a valid URL. | | `title` | string | Yes | The display title of the document. Required when creating a file upload (x_ishyperlink=false) or a hyperlink (x_ishyperlink=true). | | `x_identifier` | boolean | No | When true, the response will include the Identifier property (Name (ID)) for the document. Default is true. | | `x_importaction` | string | No | Controls the create/update behavior when x_keycolumns is provided. Default is 'updateorcreate'. Only applies when x_keycolumns is also set. | | `x_ishyperlink` | boolean | No | When set to true, the document is created as a web link (hyperlink) instead of a file upload. Default is false. | | `x_keycolumns` | string | No | A set of comma-separated column names used to determine the identity of a specific document for upsert. The '_content' column cannot be used as a key column. | | `x_keycolumns_encoded` | boolean | No | When true, the x_keycolumns value must be provided as a base64-encoded string. Default is false. | | `x_resolved` | boolean | No | When false, reference properties in the response are returned as objects (with _id and _es) instead of resolved primitive values. Default is true. | ## `dynamo_decrypt_property` Returns decrypted value of an encrypted property for a given entity record. | Name | Type | Required | Description | | --- | --- | --- | --- | | `entityName` | string | Yes | The name of the Dynamo entity that contains the encrypted property (e.g., 'Contact', 'Activity'). | | `id` | string | Yes | The unique identifier (UUID/entity key) of the specific entity record whose encrypted property you want to decrypt. | | `property` | string | Yes | The name of the encrypted property to decrypt. Must be a property that is configured as encrypted in Dynamo. | ## `dynamo_entity_by_id` Returns a single instance of a Dynamo entity by its ID with optional column selection and formatting controls. | Name | Type | Required | Description | | --- | --- | --- | --- | | `entityName` | string | Yes | The name of the Dynamo entity type to retrieve a record from (e.g., 'activity', 'contact'). | | `id` | string | Yes | The unique identifier (UUID) of the specific entity record to retrieve. | | `x_columns` | string | No | Comma-separated list of property names to include in the response. Reduces bandwidth by returning only specified fields. | | `x_columns_encoded` | boolean | No | When true, the x_columns value must be provided as a base64-encoded string. Default is false. | | `x_resolved` | boolean | No | When false, reference/lookup properties are returned as raw objects (with _id and _es) instead of resolved display values. Default is true. | | `x_showlabels` | boolean | No | When true, property keys in the response use display labels instead of internal property names. Default is false. | ## `dynamo_entity_delete` Deletes a single instance of the specified Dynamo entity by ID. | Name | Type | Required | Description | | --- | --- | --- | --- | | `entityName` | string | Yes | The name of the Dynamo entity type from which to delete the record (e.g., 'activity', 'contact'). | | `id` | string | Yes | The unique identifier (UUID) of the specific entity record to delete. | ## `dynamo_entity_extended_schema` Returns the extended schema definition of a specified Dynamo entity, including detailed metadata and optional permissions. | Name | Type | Required | Description | | --- | --- | --- | --- | | `entityName` | string | Yes | The name of the Dynamo entity to retrieve the extended schema for (e.g., 'activity', 'contact', 'document'). | | `permissions` | boolean | No | When true, the schema response includes information about the current user's permissions to perform operations on each property. Default is false. | ## `dynamo_entity_properties` Returns all properties for a specified Dynamo entity. | Name | Type | Required | Description | | --- | --- | --- | --- | | `entityName` | string | Yes | The name of the Dynamo entity whose properties (field list) you want to retrieve. | ## `dynamo_entity_put` Creates or updates an entity item in Dynamo using PUT semantics. Supports key columns or ID-based upsert via headers or request body. | Name | Type | Required | Description | | --- | --- | --- | --- | | `body` | `object` | Yes | The entity field values to create or update. Pass a JSON object with the Dynamo property names as keys. | | `entityName` | string | Yes | The name of the Dynamo entity type to create or update (e.g., 'activity', 'contact', 'document'). | | `x_identifier` | boolean | No | When true, the response includes the Identifier property (Name (ID)) for the entity. Default is true. | | `x_importaction` | string | No | Controls the create/update behavior when x_keycolumns is set. Default is 'updateorcreate'. Only applies when x_keycolumns is also provided. | | `x_keycolumns` | string | No | Comma-separated column names used to determine the identity of a specific entity for upsert matching. | | `x_keycolumns_encoded` | boolean | No | When true, the x_keycolumns value must be provided as a base64-encoded string. Default is false. | | `x_resolved` | boolean | No | When false, reference/lookup properties are returned as raw objects (with _id and _es) instead of resolved display values. Default is true. | ## `dynamo_entity_schema` Returns the schema definition of a specified Dynamo entity. | Name | Type | Required | Description | | --- | --- | --- | --- | | `entityName` | string | Yes | The name of the Dynamo entity whose field schema you want to retrieve (e.g., 'activity', 'contact', 'document'). | | `permissions` | boolean | No | When true, the schema response includes information about the current user's permissions to perform operations on each property. Default is false. | ## `dynamo_entity_total` Returns total count of items for a given Dynamo entity. | Name | Type | Required | Description | | --- | --- | --- | --- | | `entityName` | string | Yes | The name of the Dynamo entity whose total record count you want to retrieve. | ## `dynamo_entity_update_by_id` Updates or creates an instance of a Dynamo entity identified by ID and returns the updated item. | Name | Type | Required | Description | | --- | --- | --- | --- | | `body` | `object` | Yes | Key-value pairs of entity properties to update. Property names must match the entity schema exactly. Example: `{"Subject": "Follow-up call", "Body": "Discuss proposal"}` | | `entityName` | string | Yes | The name of the Dynamo entity type containing the record to update (e.g., 'activity', 'contact'). | | `id` | string | Yes | The unique identifier (UUID) of the specific entity record to update or create. | | `x_identifier` | boolean | No | When true, the response includes the Identifier property (Name (ID)) for the entity. Default is true. | | `x_resolved` | boolean | No | When false, reference/lookup properties in the response are returned as raw objects (with _id and _es) instead of resolved display values. Default is true. | ## `dynamo_entity_upsert` Creates or updates an entity item in Dynamo. Supports key-based upsert using headers or ID in request body. | Name | Type | Required | Description | | --- | --- | --- | --- | | `body` | `object` | Yes | JSON object containing the entity field values to create or update. Property names must match Dynamo field names exactly. | | `entityName` | string | Yes | The name of the Dynamo entity type to create or update a record for (e.g., 'activity', 'contact'). | | `x_identifier` | boolean | No | When true, the response includes the Identifier property (Name (ID)) for the entity. Default is true. | | `x_importaction` | string | No | Controls the create/update behavior when x_keycolumns is provided. Default is 'updateorcreate'. | | `x_keycolumns` | string | No | Comma-separated column names that together uniquely identify an entity for upsert matching. | | `x_keycolumns_encoded` | boolean | No | When true, the x_keycolumns value must be provided as a base64-encoded string. Default is false. | | `x_resolved` | boolean | No | When false, reference/lookup properties in the response are returned as raw objects (with _id and _es) instead of resolved display values. Default is true. | ## `dynamo_get_document_by_id` Returns a single Dynamo document by its unique ID with optional column filtering and formatting controls. | Name | Type | Required | Description | | --- | --- | --- | --- | | `id` | string | Yes | The unique identifier (UUID) of the document to retrieve. | | `x_columns` | string | No | Comma-separated list of property names to include in the response. Reduces bandwidth. | | `x_columns_encoded` | boolean | No | When true, the x_columns value must be provided as a base64-encoded string. Default is false. | | `x_identifier` | boolean | No | When true, the response includes the Identifier property (Name (ID)) for the document. Default is true. | | `x_resolved` | boolean | No | When false, reference/lookup properties are returned as raw objects (with _id and _es) instead of resolved display values. Default is true. | | `x_showlabels` | boolean | No | When true, property keys in the response use display labels instead of internal property names. Default is false. | ## `dynamo_get_document_extended_schema` Returns an extended schema of the Dynamo Document entity, including detailed metadata and optional permission information. | Name | Type | Required | Description | | --- | --- | --- | --- | | `permissions` | boolean | No | When true, the extended schema response includes information about the current user's permissions to perform operations on each property. Default is false. | ## `dynamo_get_document_properties` Returns all properties available for the document entity in Dynamo. ## `dynamo_get_document_schema` Returns the schema definition of the Dynamo document entity, optionally including permission metadata. | Name | Type | Required | Description | | --- | --- | --- | --- | | `permissions` | boolean | No | When true, the schema response includes information about the current user's permissions to perform operations on each document property. Default is false. | ## `dynamo_get_document_upload_restrictions` Returns upload restrictions for Dynamo Document entity such as size limits, allowed types, and validation rules. ## `dynamo_get_documents` Retrieve documents from Dynamo with filters, sorting, pagination. | Name | Type | Required | Description | | --- | --- | --- | --- | | `id` | string | No | Optional document UUID. When provided, the response contains only the document matching this ID. | | `x_columns` | string | No | Comma-separated list of property names to include in the response. Reduces bandwidth by returning only specified fields. | | `x_columns_encoded` | boolean | No | When true, the x_columns value must be provided as a base64-encoded string. Default is false. | | `x_resolved` | boolean | No | When false, reference/lookup properties are returned as raw objects (with _id and _es) instead of resolved display values. Default is true. | | `x_showlabels` | boolean | No | When true, property keys in the response use display labels instead of internal property names. Default is false. | | `x_sort` | string | No | Sorting expression for the returned documents. Supports single or multiple property sort with direction. | | `x_sort_encoded` | boolean | No | When true, the x_sort value must be provided as a base64-encoded string. Default is false. | ## `dynamo_get_documents_total` Returns the total number of document entities in Dynamo. ## `dynamo_get_entities` Returns all available Dynamo entities with optional filtering support. | Name | Type | Required | Description | | --- | --- | --- | --- | | `x_filter` | string | No | Filter entities whose properties match the given criteria. Format: propertyA=value1, propertyB=value2. | ## `dynamo_get_entity_items` Returns all items for a given Dynamo entity with support for filtering, pagination, sorting, and column selection. | Name | Type | Required | Description | | --- | --- | --- | --- | | `entityName` | string | Yes | The name of the Dynamo entity type to retrieve records from (e.g., 'activity', 'contact', 'document'). | | `id` | string | No | Optional UUID to filter to a single entity record. When provided, only the record matching this ID is returned. | | `x_columns` | string | No | Comma-separated list of property names to include in the response. Reduces bandwidth by returning only specified fields. | | `x_columns_encoded` | boolean | No | When true, the x_columns value must be provided as a base64-encoded string. Default is false. | | `x_resolved` | boolean | No | When false, reference/lookup properties are returned as raw objects (with _id and _es) instead of resolved display values. Default is true. | | `x_showlabels` | boolean | No | When true, property keys in the response use display labels instead of internal property names. Default is false. | | `x_sort` | string | No | Sorting expression for the returned records. Supports single or multiple property sort with direction. | | `x_sort_encoded` | boolean | No | When true, the x_sort value must be provided as a base64-encoded string. Default is false. | ## `dynamo_get_entity_schema` Returns a brief schema for all available Dynamo entities with optional filtering, permission details, and extended metadata. | Name | Type | Required | Description | | --- | --- | --- | --- | | `full` | boolean | No | When true, returns the complete schema containing all properties that can be passed to the x-filter parameter. Default is false. | | `permissions` | boolean | No | When true, each entity schema includes the current user's permissions to perform operations on that entity. Default is false. | | `showConfirmDelete` | boolean | No | When true, the schema response includes the showConfirmDelete property for each entity. Default is false. | | `showSubtitle` | boolean | No | When true, the schema response includes the Subtitle property name for each entity. Default is false. | | `x_filter` | string | No | Filters entities whose properties match the given schema criteria. Format: propertyA=value1, propertyB=value2. | ## `dynamo_reset_api_key` Removes the user's API key from the server cache. The key remains valid but will be revalidated on next request. ## `dynamo_search` Retrieves data matching saved search criteria from Dynamo using advanced filter queries. | Name | Type | Required | Description | | --- | --- | --- | --- | | `all` | boolean | No | When true, returns all matching results across all pages instead of only the first page. Use with caution for large result sets. | | `query` | string | Yes | JSON-formatted advanced search query in Dynamo's 'advf' format. Copy this from the Dynamo site's advanced search panel using the 'API Query' button. | | `utcOffset` | number | No | The difference in hours from Coordinated Universal Time (UTC) to use for date/time calculations in the search. Default is 0 (UTC). | | `x_columns` | string | No | Comma-separated list of property names to include in each result. Reduces bandwidth. | | `x_columns_encoded` | boolean | No | When true, the x_columns value must be provided as a base64-encoded string. Default is false. | | `x_resolved` | boolean | No | When false, reference/lookup properties are returned as raw objects (with _id and _es) instead of resolved display values. Default is true. | | `x_showlabels` | boolean | No | When true, property keys in the response use display labels instead of internal property names. Default is false. | | `x_sort` | string | No | Sorting expression for the search results. Supports single or multiple property sort. | | `x_sort_encoded` | boolean | No | When true, the x_sort value must be provided as a base64-encoded string. Default is false. | ## `dynamo_update_document` Creates a new version of a Dynamo document by updating it using its ID. Optionally updates title or creates hyperlink versions. | Name | Type | Required | Description | | --- | --- | --- | --- | | `_content` | string | No | The new document file content encoded as a base64 string. Providing this creates a new version of the document. | | `hyperlink` | string | No | The URL for a hyperlink document. Required when x-ishyperlink is true. Must be a valid URL. | | `id` | string | Yes | The unique identifier (UUID) of the document to update. | | `title` | string | No | Optional new title for the document. When updated, the title change applies to ALL versions of the document, not just the current version. | | `x-identifier` | boolean | No | When true, the response includes the Identifier property (Name (ID)) for the document. Default is true. | | `x-ishyperlink` | boolean | No | When true, indicates that the document being updated is a hyperlink (URL) rather than a file. Default is false. | | `x-resolved` | boolean | No | When false, reference/lookup properties in the response are returned as raw objects (with _id and _es) instead of resolved display values. Default is true. | ## `dynamo_upsert_document` Create or update a document in Dynamo using key columns via PUT operation. | Name | Type | Required | Description | | --- | --- | --- | --- | | `content` | string | No | The document file contents encoded as a base64 string. Required when x_ishyperlink is false. Maps to '_content' in the API body. | | `extension` | string | No | The file extension including the dot prefix. Required when x_ishyperlink is false. | | `hyperlink` | string | No | The URL for a hyperlink document. Required when x_ishyperlink is true. Must be a valid URL. | | `title` | string | Yes | The display title of the document. Required for all document types (file or hyperlink). | | `x_identifier` | boolean | No | When true, the response includes the Identifier property (Name (ID)) for the document. Default is true. | | `x_importaction` | string | No | Controls the create/update behavior when x_keycolumns is provided. Default is 'updateorcreate'. | | `x_ishyperlink` | boolean | No | When true, the document is created/updated as a web hyperlink instead of a file upload. Default is false. | | `x_keycolumns` | string | No | Comma-separated column names used to determine the identity of a specific document for upsert matching. The '_content' column cannot be used as a key column. | | `x_keycolumns_encoded` | boolean | No | When true, the x_keycolumns value must be provided as a base64-encoded string. Default is false. | | `x_resolved` | boolean | No | When false, reference/lookup properties in the response are returned as raw objects (with _id and _es) instead of resolved display values. Default is true. | ## `dynamo_view_get` Returns available views or items from a specified view with optional filtering, sorting, and column selection. | Name | Type | Required | Description | | --- | --- | --- | --- | | `path` | string | No | The path identifier of the view. If provided, returns all items matching that view's search criteria. If omitted, returns a list of all available views. | | `utcOffset` | number | No | The difference in hours from Coordinated Universal Time (UTC) for date/time calculations. Default is 0 (UTC). | | `x_columns` | string | No | Comma-separated list of additional property names to include in the response alongside the view's default columns. | | `x_columns_encoded` | boolean | No | When true, the x_columns value must be provided as a base64-encoded string. Default is false. | | `x_resolved` | boolean | No | When false, reference/lookup properties are returned as raw objects (with _id and _es) instead of resolved display values. Default is true. | | `x_showlabels` | boolean | No | When true, property keys in the response use display labels instead of internal property names. Default is false. | | `x_sort` | string | No | Sort expression that overrides the view's default sorting with higher priority. | | `x_sort_encoded` | boolean | No | When true, the x_sort value must be provided as a base64-encoded string. Default is false. | ## `dynamo_view_post` Retrieves items from a specified Dynamo view using optional filters and query rules. | Name | Type | Required | Description | | --- | --- | --- | --- | | `path` | string | Yes | The path identifier of the view to search. Required. Combined with optional filter rules in the request body to retrieve matching items. | | `query` | string | No | JSON string representing additional filter rules to apply on top of the view's built-in search criteria. If omitted, only the view's default criteria are used. | | `utcOffset` | number | No | The difference in hours from Coordinated Universal Time (UTC) for date/time calculations. Default is 0 (UTC). | | `x_columns` | string | No | Comma-separated list of additional property names to include in the response alongside the view's default columns. | | `x_columns_encoded` | boolean | No | When true, the x_columns value must be provided as a base64-encoded string. Default is false. | | `x_resolved` | boolean | No | When false, reference/lookup properties are returned as raw objects (with _id and _es) instead of resolved display values. Default is true. | | `x_showlabels` | boolean | No | When true, property keys in the response use display labels instead of internal property names. Default is false. | | `x_sort` | string | No | Sort expression that overrides the view's default sorting with higher priority. | | `x_sort_encoded` | boolean | No | When true, the x_sort value must be provided as a base64-encoded string. Default is false. | ## `dynamo_view_sql` Returns a list of available SQL views from Dynamo. ## `dynamo_view_sql_get_by_name` Returns data from a specific SQL view in Dynamo using the view name. | Name | Type | Required | Description | | --- | --- | --- | --- | | `viewName` | string | Yes | The name of the SQL view to retrieve, without the 'EXPORTSQL_' prefix. The API appends this prefix automatically when calling GET /api/v2.2/View/sql/EXPORTSQL_{viewName}. | ## `dynamo_view_sql_sp_execute` Executes a SQL stored procedure in Dynamo and returns the result. | Name | Type | Required | Description | | --- | --- | --- | --- | | `parameters` | `object` | No | Optional JSON object containing named parameters to pass to the stored procedure. The object's keys and values depend on the specific stored procedure's parameter requirements. | | `spName` | string | Yes | The name of the SQL stored procedure to execute, without the 'EXPORTSQLSP_' prefix. The API prepends this prefix automatically when calling POST /api/v2.2/View/sql/EXPORTSQLSP_{spName}. | ## `dynamo_workflow_action_button` Triggers a workflow action button operation on a specific entity record in Dynamo. | Name | Type | Required | Description | | --- | --- | --- | --- | | `entity` | string | Yes | The display name of the Dynamo entity type that contains the action button. Must match the entity name as configured in Dynamo. | | `entity_key` | string | Yes | The UUID of the specific entity record on which the action button workflow will be triggered. | | `property` | string | Yes | The name of the action button property on the entity that maps to the workflow to trigger. | ## `dynamo_workflow_custom_operation` Triggers a custom workflow operation in Dynamo by operation name with optional parameters. | Name | Type | Required | Description | | --- | --- | --- | --- | | `operation` | string | Yes | The name of the custom workflow operation to trigger. Used as the last segment of the URL: POST /api/v2.2/Workflow/CustomOperation/{operation}. | | `parameters` | `object` | No | Optional JSON object containing named parameters to pass to the custom workflow operation. The keys and values depend on what the specific operation expects. | ## `dynamo_workflow_schedule` Triggers all workflows defined to run on a specific schedule by schedule ID in Dynamo. | Name | Type | Required | Description | | --- | --- | --- | --- | | `id` | string | Yes | The UUID of the Dynamo workflow schedule to trigger. All workflows associated with this schedule will be executed immediately, as if the schedule's configured time had been reached. | --- ## More Scalekit documentation | Resource | What it contains | When to use it | |----------|-----------------|----------------| | [/llms.txt](/llms.txt) | Structured index with routing hints per product area | Start here — find which documentation set covers your topic before loading full content | | [/llms-full.txt](/llms-full.txt) | Complete documentation for all Scalekit products in one file | Use when you need exhaustive context across multiple products or when the topic spans several areas | | [sitemap-0.xml](https://docs.scalekit.com/sitemap-0.xml) | Full URL list of every documentation page | Use to discover specific page URLs you can fetch for targeted, page-level answers |