Short version
Boatwork agents work through connected systems: mailboxes, calendars, marketplace tools, social publishing, billing tools, and approved skills. The exact surface depends on what the organization has connected and what the agent has been granted.
Email support is provider-neutral in principle. If the agent has a supported connected mailbox, help content applies to Google Workspace and Microsoft 365 unless an article names a provider-specific limitation.
How this page is grounded
The capability rows below are generated by scripts/generate-support-kb.mjs from the routine catalog, canonical skills catalog, MCP catalog, and public WebMCP tool registry.
Generated source commit: 9cdf8bcb706ba2947e40528b3676fc18dcf7d4d0. Source counts: routine-catalog 18, skill-catalog 5, mcp-catalog 19, web-mcp-tools 3.
Channels today
- Email: connected Google Workspace or Microsoft 365 mailboxes.
- Calendar: connected calendar access through the same provider-aware agent token path.
- iMessage: Mac agents only.
- WhatsApp: VM agents only.
- Marketplace messages: connected Boatwork Marketplace profile through the Marketplace MCP.
- Social publishing: connected Presence/Postiz channel setup where available.
What agents do not do by default
Agents do not act through arbitrary customer channels just because a channel exists in the outside world. A channel must be in the catalog, connected, and allowed by the organization policy.
Customer-facing sends that require approval still require approval. The catalog can describe an available workflow without turning it into an automatic external action.
Email channel support
| Name | Scope | Detail |
|---|---|---|
| Connected mailbox | Supported | Agents draft, reply, triage, label, and send through the mailbox connected to the agent. Current native providers are Google Workspace and Microsoft 365. |
| Google Workspace | Supported | Uses Boatwork-managed token minting and native Gmail wrappers, not the third-party Gmail MCP entry. |
| Microsoft 365 | Supported | Uses Microsoft Graph with tenant consent and native wrappers. Email help applies to this provider, not only Google Workspace. |
| Personal Gmail | Not generally supported for Assist email | Consumer Gmail mailboxes are blocked for the Assist email flow until the required Google verification is complete. |
Generated Assist routines
| Name | Scope | Detail |
|---|---|---|
| Boating News Update | NEWS | A 'breaking news' segment that reads the curated marine-industry digest and writes a tight, conversational update on what's happening in the boating world. |
| Commercial Digest | A roundup of the commercial and marketing email filed out of your inbox, flagging anything that looks like a real message misfiled as spam. Delivered as a single message. | |
| Email Intake (deterministic) | The real Mac email intake. Every 5 minutes a launchd script dedups new mail, applies the List-Unsubscribe bulk-mail heuristic in plain code, and sends only genuinely-new non-bulk messages to a single batched Haiku classification call — a quiet tick makes zero model calls. Replaces the retired LLM email-triage-intake cron. | |
| End-of-Day Report | SUMMARIES | Recaps the day's queue activity, actions taken on your behalf (from your Sent folder), still-outstanding needs-attention items, and a preview of tomorrow's calendar — as a tight EA-voice briefing. |
| Exec Briefing | SUMMARIES | Distills your awareness-only items since the last briefing into a short, one-to-two-paragraph exec-voice read, plus an optional themes list and watch-list when the items warrant them. Delivered as a single message. |
| iMessage Follow-up Surface | MESSAGING | Every 3 minutes a launchd script reviews the supervisor's iMessage threads and surfaces ones that appear to be awaiting their reply, so dropped conversations get a gentle nudge. Haiku — mechanical thread-state check. |
| Milestone & Deadline Tracking | SUMMARIES | Surfaces upcoming deadlines, renewals, RSVPs, and commitments worth knowing about — pulled from your memory, recent activity logs, and the week ahead on your calendar. |
| Morning Report | SUMMARIES | Covers your calendar for the day, awareness items that came in overnight, and the action items still on you — in a smart-EA voice. |
| Needs-attention Briefing | SUMMARIES | Reads the raw body of each needs-attention email and synthesizes them into one prioritized briefing — what needs a decision and why, most time-sensitive first — ending with a single offer to handle the follow-ups. De-duplicated against recent briefings and email fingerprints so the same item or thread doesn't re-surface. |
| Urgent Surface | Every 3 minutes a launchd script scans for time-critical inbound (email + iMessage) and, when something genuinely urgent lands, sends the supervisor a single concise alert. Sonnet for judgment on what crosses the urgency bar. |
Canonical skills
| Name | Scope | Detail |
|---|---|---|
| Boatwork Design | GLOBAL | Build on-brand visual artifacts (flyers, one-pagers, social graphics, simple landing pages, branded reports, slide decks) as self-contained HTML in the Boatwork look or the org's own brand. |
| Brand Asset Studio | GLOBAL | Disciplined logo and brand-asset workflow: compact briefs, low-resolution concepts, approval gates, and print/export packs only after direction is approved. |
| Lead Reply Desk | ORG | Boatwork-internal playbook for concierge agents drafting approved replies to marine pros who respond to personal marketplace lead emails. |
| Team Directory | GLOBAL | Always-on roster discipline for reading Organization/Team Directory/team-directory.md before outreach, routing, escalation, or internal sender classification. |
| Visit Scheduling | ORG | Operations playbook for drafting travel-aware Boatwork visit times, using Marketplace MCP visit tools, and creating the approved calendar invite. |
MCP catalog entries
| Name | Scope | Detail |
|---|---|---|
| Atlassian | coming-soon | Atlassian Jira and Confluence MCP entry; roadmap until credential flow is wired. |
| Boatwork Admin | internal-only | Internal Boatwork admin tools for canary admin agents only. |
| Boatwork Marketplace | available | Boatwork Marketplace tools for contractor profile, leads, quotes, messages, billing, media, social, and reviews. |
| Bright Data | coming-soon | Bright Data MCP entry; roadmap until credential flow is wired. |
| Browserbase | coming-soon | Cloud browser sessions. Present in the catalog but not production-ready. |
| Cloudflare | coming-soon | Cloudflare MCP entry; roadmap until credential flow is wired. |
| Concierge Services | internal-only | Internal concierge-services tools for Boatwork concierge agents only. |
| Gmail MCP | coming-soon | Third-party Gmail MCP entry; intentionally not registered in production. |
| Grafana | coming-soon | Grafana MCP entry; roadmap until credential flow is wired. |
| HubSpot | coming-soon | HubSpot MCP entry; roadmap until credential flow is wired. |
| monday.com | available | monday.com workspace tools, enabled with a BYO monday.com token. |
| OpenTable | available | OpenTable browser automation, enabled only when per-agent credentials are connected. |
| Outlook MCP | coming-soon | Third-party Outlook MCP entry; intentionally not registered in production. |
| Playwright | available | Browser automation for controlled web workflows. |
| Postiz | available | Postiz social publishing, enabled only when a customer Postiz API key is connected. |
| QuickBooks Online | available | QuickBooks Online tools, enabled only for agents explicitly granted access. |
| SailPlan | available | Internal SailPlan vessel telemetry MCP on the Boatwork Tailnet. |
| Stripe | available | Stripe billing tools, enabled only when a restricted customer key is connected. |
| Tinybird | coming-soon | Tinybird MCP entry; roadmap until credential flow is wired. |
Public WebMCP tools
| Name | Scope | Detail |
|---|---|---|
| get marine pro profile | get_marine_pro_profile | Fetch the full public profile of one marine service business by its slug (from search_marine_pros results): about text, services, contact details, rating, and year established. Returns structured JSON. |
| list marine services | list_marine_services | List every marine service specialty available in the Boatwork directory, with the slug to use in search_marine_pros and how many businesses offer each. Returns structured JSON. |
| search marine pros | search_marine_pros | Search the Boatwork directory of verified marine service businesses (detailing, engine repair, fiberglass, canvas, electronics, and more). Returns structured JSON with business names, locations, specialties, ratings, and profile URLs. Provide any combination of free-text query, specialty slug, city, or 2-letter US state. |
Explicitly not supported
| Item | Reason |
|---|---|
| SMS | No SMS send or receive channel is in the current Assist channel catalog. |
| Slack | Slack is not a current customer messaging channel for Assist agents. |
| Microsoft Teams | Teams is not a current customer messaging channel for Assist agents. |
| Telegram | Telegram is retired for new agents. Any legacy exception is not a general customer capability. |
| Third-party Gmail or Outlook MCP servers | Those catalog entries are marked coming-soon and intentionally not registered; production email uses the native Google Workspace and Microsoft 365 wrappers. |
