255586dc09
Adds pre-built workflow skills for 78 SaaS apps across 16 categories: CRM, project management, communication, email, code/DevOps, storage, spreadsheets, calendar, social media, marketing, support, e-commerce, design, analytics, HR, and automation platforms. Each skill includes: - Real tool slugs discovered from Composio's RUBE_SEARCH_TOOLS API - Step-by-step workflow sequences with [Prerequisite/Required/Optional] tags - Key parameter documentation with format guidance - Known pitfalls from actual API behavior - Quick reference tables for all available tools - Setup instructions for Rube MCP connection Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
239 lines
8.7 KiB
Markdown
239 lines
8.7 KiB
Markdown
---
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name: coda-automation
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description: Automate Coda tasks via Rube MCP (Composio): manage docs, pages, tables, rows, formulas, permissions, and publishing. Always search tools first for current schemas.
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requires:
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mcp: [rube]
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---
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# Coda Automation via Rube MCP
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Automate Coda document and data operations through Composio's Coda toolkit via Rube MCP.
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## Prerequisites
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- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
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- Active Coda connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `coda`
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- Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas
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## Setup
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1. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds
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2. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `coda`
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3. If connection is not ACTIVE, follow the returned auth link to complete Coda authentication
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4. Confirm connection status shows ACTIVE before running any workflows
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## Core Workflows
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### 1. Search and Browse Documents
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**When to use**: User wants to find, list, or inspect Coda documents
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**Tool sequence**:
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1. `CODA_SEARCH_DOCS` or `CODA_LIST_AVAILABLE_DOCS` - Find documents [Required]
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2. `CODA_RESOLVE_BROWSER_LINK` - Resolve a Coda URL to doc/page/table IDs [Alternative]
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3. `CODA_LIST_PAGES` - List pages within a document [Optional]
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4. `CODA_GET_A_PAGE` - Get specific page details [Optional]
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**Key parameters**:
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- `query`: Search term for finding documents
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- `isOwner`: Filter to docs owned by the user
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- `docId`: Document ID for page operations
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- `pageIdOrName`: Page identifier or name
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- `url`: Browser URL for resolve operations
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**Pitfalls**:
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- Document IDs are alphanumeric strings (e.g., 'AbCdEfGhIj')
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- `CODA_RESOLVE_BROWSER_LINK` is the best way to convert a Coda URL to API IDs
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- Page names may not be unique within a doc; prefer page IDs
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- Search results include docs shared with the user, not just owned docs
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### 2. Work with Tables and Data
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**When to use**: User wants to read, write, or query table data
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**Tool sequence**:
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1. `CODA_LIST_TABLES` - List tables in a document [Prerequisite]
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2. `CODA_LIST_COLUMNS` - Get column definitions for a table [Prerequisite]
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3. `CODA_LIST_TABLE_ROWS` - List all rows with optional filters [Required]
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4. `CODA_SEARCH_ROW` - Search for specific rows by query [Alternative]
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5. `CODA_GET_A_ROW` - Get a specific row by ID [Optional]
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6. `CODA_UPSERT_ROWS` - Insert or update rows in a table [Optional]
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7. `CODA_GET_A_COLUMN` - Get details of a specific column [Optional]
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**Key parameters**:
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- `docId`: Document ID containing the table
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- `tableIdOrName`: Table identifier or name
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- `query`: Filter query for searching rows
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- `rows`: Array of row objects for upsert operations
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- `keyColumns`: Column IDs used for matching during upsert
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- `sortBy`: Column to sort results by
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- `useColumnNames`: Use column names instead of IDs in row data
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**Pitfalls**:
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- Table names may contain spaces; URL-encode if needed
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- `CODA_UPSERT_ROWS` does insert if no match on `keyColumns`, update if match found
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- `keyColumns` must reference columns that have unique values for reliable upserts
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- Column IDs are different from column names; list columns first to map names to IDs
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- `useColumnNames: true` allows using human-readable names in row data
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- Row data values must match the column type (text, number, date, etc.)
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### 3. Manage Formulas
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**When to use**: User wants to list or evaluate formulas in a document
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**Tool sequence**:
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1. `CODA_LIST_FORMULAS` - List all named formulas in a doc [Required]
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2. `CODA_GET_A_FORMULA` - Get a specific formula's current value [Optional]
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**Key parameters**:
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- `docId`: Document ID
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- `formulaIdOrName`: Formula identifier or name
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**Pitfalls**:
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- Formulas are named calculations defined in the document
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- Formula values are computed server-side; results reflect the current state
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- Formula names are case-sensitive
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### 4. Export Document Content
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**When to use**: User wants to export a document or page to HTML or Markdown
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**Tool sequence**:
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1. `CODA_BEGIN_CONTENT_EXPORT` - Start an export job [Required]
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2. `CODA_CONTENT_EXPORT_STATUS` - Poll export status until complete [Required]
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**Key parameters**:
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- `docId`: Document ID to export
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- `outputFormat`: Export format ('html' or 'markdown')
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- `pageIdOrName`: Specific page to export (optional, omit for full doc)
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- `requestId`: Export request ID for status polling
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**Pitfalls**:
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- Export is asynchronous; poll status until `status` is 'complete'
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- Large documents may take significant time to export
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- Export URL in the completed response is temporary; download promptly
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- Polling too frequently may hit rate limits; use 2-5 second intervals
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### 5. Manage Permissions and Sharing
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**When to use**: User wants to view or manage document access
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**Tool sequence**:
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1. `CODA_GET_SHARING_METADATA` - View current sharing settings [Required]
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2. `CODA_GET_ACL_SETTINGS` - Get access control list settings [Optional]
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3. `CODA_ADD_PERMISSION` - Grant access to a user or email [Optional]
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**Key parameters**:
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- `docId`: Document ID
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- `access`: Permission level ('readonly', 'write', 'comment')
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- `principal`: Object with email or user ID of the recipient
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- `suppressEmail`: Whether to skip the sharing notification email
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**Pitfalls**:
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- Permission levels: 'readonly', 'write', 'comment'
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- Adding permission sends an email notification by default; use `suppressEmail` to prevent
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- Cannot remove permissions via API in all cases; check ACL settings
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### 6. Publish and Customize Documents
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**When to use**: User wants to publish a document or manage custom domains
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**Tool sequence**:
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1. `CODA_PUBLISH_DOC` - Publish a document publicly [Required]
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2. `CODA_UNPUBLISH_DOC` - Unpublish a document [Optional]
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3. `CODA_ADD_CUSTOM_DOMAIN` - Add a custom domain for published doc [Optional]
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4. `CODA_GET_DOC_CATEGORIES` - Get doc categories for discovery [Optional]
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**Key parameters**:
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- `docId`: Document ID
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- `slug`: Custom URL slug for the published doc
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- `categoryIds`: Category IDs for discoverability
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**Pitfalls**:
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- Publishing makes the document accessible to anyone with the link
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- Custom domains require DNS configuration
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- Unpublishing removes public access but retains shared access
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## Common Patterns
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### ID Resolution
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**Doc URL -> Doc ID**:
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```
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1. Call CODA_RESOLVE_BROWSER_LINK with the Coda URL
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2. Extract docId from the response
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```
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**Table name -> Table ID**:
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```
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1. Call CODA_LIST_TABLES with docId
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2. Find table by name, extract id
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```
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**Column name -> Column ID**:
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```
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1. Call CODA_LIST_COLUMNS with docId and tableIdOrName
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2. Find column by name, extract id
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```
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### Pagination
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- Coda uses cursor-based pagination with `pageToken`
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- Check response for `nextPageToken`
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- Pass as `pageToken` in next request until absent
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- Default page sizes vary by endpoint
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### Row Upsert Pattern
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```
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1. Call CODA_LIST_COLUMNS to get column IDs
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2. Build row objects with column ID keys and values
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3. Set keyColumns to unique identifier column(s)
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4. Call CODA_UPSERT_ROWS with rows and keyColumns
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```
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## Known Pitfalls
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**ID Formats**:
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- Document IDs: alphanumeric strings
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- Table/column/row IDs: prefixed strings (e.g., 'grid-abc', 'c-xyz')
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- Use RESOLVE_BROWSER_LINK to convert URLs to IDs
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**Data Types**:
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- Row values must match column types
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- Date columns expect ISO 8601 format
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- Select/multi-select columns expect exact option values
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- People columns expect email addresses
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**Rate Limits**:
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- Coda API has per-token rate limits
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- Implement backoff on 429 responses
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- Bulk row operations via UPSERT_ROWS are more efficient than individual updates
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## Quick Reference
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| Task | Tool Slug | Key Params |
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|------|-----------|------------|
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| Search docs | CODA_SEARCH_DOCS | query |
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| List docs | CODA_LIST_AVAILABLE_DOCS | isOwner |
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| Resolve URL | CODA_RESOLVE_BROWSER_LINK | url |
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| List pages | CODA_LIST_PAGES | docId |
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| Get page | CODA_GET_A_PAGE | docId, pageIdOrName |
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| List tables | CODA_LIST_TABLES | docId |
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| List columns | CODA_LIST_COLUMNS | docId, tableIdOrName |
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| List rows | CODA_LIST_TABLE_ROWS | docId, tableIdOrName |
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| Search rows | CODA_SEARCH_ROW | docId, tableIdOrName, query |
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| Get row | CODA_GET_A_ROW | docId, tableIdOrName, rowIdOrName |
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| Upsert rows | CODA_UPSERT_ROWS | docId, tableIdOrName, rows, keyColumns |
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| Get column | CODA_GET_A_COLUMN | docId, tableIdOrName, columnIdOrName |
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| Push button | CODA_PUSH_A_BUTTON | docId, tableIdOrName, rowIdOrName, columnIdOrName |
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| List formulas | CODA_LIST_FORMULAS | docId |
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| Get formula | CODA_GET_A_FORMULA | docId, formulaIdOrName |
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| Begin export | CODA_BEGIN_CONTENT_EXPORT | docId, outputFormat |
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| Export status | CODA_CONTENT_EXPORT_STATUS | docId, requestId |
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| Get sharing | CODA_GET_SHARING_METADATA | docId |
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| Add permission | CODA_ADD_PERMISSION | docId, access, principal |
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| Publish doc | CODA_PUBLISH_DOC | docId, slug |
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| Unpublish doc | CODA_UNPUBLISH_DOC | docId |
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| List packs | CODA_LIST_PACKS | (none) |
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