Activate workflowUSE WHEN: A workflow has been tested via test_and_register_workflow() and is ready to go live.
Build and save workflowUSE WHEN: You have gathered all workflow configuration from tool calls and the user, and need to construct and save the DSL.
Cancel payment linkUSE WHEN: The user wants to cancel/deactivate an existing payment link so no further payments can be made.
Create orderUSE WHEN: The user wants to create a payment order to accept a payment.
Create payment linkUSE WHEN: The user wants to create a shareable payment link to collect money from customers.
Create refundUSE WHEN: The user wants to initiate a refund for a payment.
Create workflowUSE WHEN: The user wants to create a new workflow/automation.
Download reportUSE WHEN: A report has reached DONE status and the user wants the download URL.
Fetch payment link detailsUSE WHEN: The user wants to check the status or details of an existing payment link.
Fetch simulationUSE WHEN: The user wants to check the result of a simulated payment.
Generate recon reportUSE WHEN: The user wants to generate a settlement reconciliation report.
Generate summary reportUSE WHEN: The user wants to generate a transaction summary, settlement, refund, or ledger report.
Get connection setup linkUSE WHEN: The merchant needs to add a new connection/credential for an app (Gmail, Slack, etc.
Get credentialUSE WHEN: You need to verify a specific credential's metadata or status.
Get data fetcher templateUSE WHEN: The user picked a data fetcher template and you need its configuration detail.
Get execution detailsUSE WHEN: The user wants to debug a specific workflow execution — see per-node inputs, outputs, and errors.
Get instant settlement ratesUSE WHEN: The user asks about the charge rate for instant/on-demand settlements.
Get merchant free trial creditsUSE WHEN: The user asks about free trial credits for on-demand settlements.
Get next settlement dateUSE WHEN: The user asks when the next settlement will happen or about settlement schedule.
Get node action schemaUSE WHEN: The user has chosen an action and you need the full input field schema to configure it.
Get node field optionsUSE WHEN: You need to populate dropdown or dynamic field values for a node action (e.
Get on demand chargesUSE WHEN: The user wants to preview charges/fees for an on-demand settlement withdrawal.
Get on demand daily limitUSE WHEN: The user asks about on-demand settlement withdrawal limits.
Get on demand eligible fundsUSE WHEN: The user wants to know how much money can be withdrawn via on-demand settlement.
Get on demand settlement activation statusUSE WHEN: The user asks if on-demand/instant settlements are available or activated.
Get orderUSE WHEN: The user wants to check the status of an order or retrieve its payment session details.
Get order extendedUSE WHEN: The user needs extended order information including address, cart items, offers, and customer details.
Get orders for a payment linkUSE WHEN: The user wants to see all orders created against a specific payment link.
Get payment byUSE WHEN: The user wants to view details of a specific payment attempt on an order.
Get payment modesUSE WHEN: The user wants to filter transactions by payment method but you need the numeric code.
Get payments for an orderUSE WHEN: The user wants to see all payment attempts made against a specific order.
Get refundUSE WHEN: The user wants to check the status of a specific refund.
Get report statusUSE WHEN: You need to check if a report is ready for download.
Get settlement recon routesUSE WHEN: The user wants to generate a Flowwise Recon report and you need the gateway route names.
Get standard settlement detailsUSE WHEN: The user wants to track where settlement money is in the banking pipeline.
Get tool guideUSE WHEN: You are about to perform a multi-step task and need to know which tools to call and in what order.
Get transaction detailsUSE WHEN: The user wants to see the full details of a specific transaction including timeline, settlement, and gateway response.
Get trigger eventUSE WHEN: The user has picked a trigger event and you need its configurable fields and conditions.
Get trigger sample payloadUSE WHEN: You need the sample payload for a trigger event — used for test execution and to show injectable fields.
Get unsettled amountUSE WHEN: The user asks about unsettled balance, money held by Cashfree, or pending settlements.
Get vendor settlement detailsUSE WHEN: The user wants to track where vendor settlement money is in the banking pipeline.
Get workflowUSE WHEN: You need to view or edit a specific workflow's details and DSL.
Get workflow templateUSE WHEN: The user picked a template from search_workflow_templates results and you need the full DSL.
List catalog nodesUSE WHEN: The user hasn't specified which app/integration to use and you need to show available options.
List credentialsUSE WHEN: You need to check if a connection/credential exists for an app before building a workflow.
List data fetcher templatesUSE WHEN: Building a schedule-based workflow and you need to show available data source options.
List node actionsUSE WHEN: You know which integration node to use and need to discover its available actions.
List recent executionsUSE WHEN: The user wants to see recent workflow runs across all workflows.
List reportsUSE WHEN: The user wants to see previously generated reports or check if a report exists.
List trigger eventsUSE WHEN: You need to show the user what trigger events are available at the start of workflow creation.
List workflow executionsUSE WHEN: The user wants to see execution history for a specific workflow.
List workflowsUSE WHEN: The user wants to see all their workflows or find a specific workflow by status.
List workflow versionsUSE WHEN: The user wants to see the version history of a workflow.
Search on demand settlementsUSE WHEN: The user wants to search past on-demand/instant withdrawal settlements.
Search ordersSearch for orders with filters OR fetch a specific order by ID
Search product docsUSE WHEN: The user asks about Cashfree Payments Developer Documentation product features, API usage, integration guides, or how something works.
Search standard settlementsUSE WHEN: The user wants to search settlement history, check settlement status, or find a specific settlement by UTR.
Search transactionsUSE WHEN: The user wants to find, search, filter, or list payment transactions.
Search vendor settlementsUSE WHEN: The user wants to search vendor split (Easy Split) settlement payouts.
Search workflow templatesUSE WHEN: The user wants to find a pre-built workflow template.
Simulate paymentUSE WHEN: The user wants to test/simulate a payment in sandbox mode.
Test action nodeUSE WHEN: You want to validate an action node's connection and field values before saving the workflow.
Test and register workflowUSE WHEN: A workflow DSL has been saved via update_workflow() or build_and_save_workflow() and needs testing before activation.
Test data fetcherUSE WHEN: You want to validate what data a data fetcher template would return before saving the workflow.
Toggle workflow statusUSE WHEN: The user wants to pause a running workflow or resume a paused one.
Update workflowUSE WHEN: You have a complete workflow DSL and need to save it to the draft.