Leina 
Wanta 
Find a client’s active projects
Search the client and active projects to organize the relevant records.
/oo Moxie: Find Moxie client [name] and their active projects. Summarize the available client and project details in [language].
Connect Moxie to Your AI Agent
Ask AI to assemble the client and contact information relevant to an active project.
6 tools API key
Try a Moxie Task
Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.
oo Skill Moxie
Start Working with Moxie
-
Install OOMOL
Set up oo CLI and the oo Skill in your agent.
Install OOMOL → -
Connect Moxie
Enable Custom API in Moxie and connect its API key with the workspace-specific HTTPS API base URL.
Connect Moxie → -
Give Your Agent a Task
Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →
Choose Your Agent
- A Moxie Pro or Teams plan with Custom API enabled and a publicly reachable HTTPS API address.
Moxie Tools
The integration reads client lists, searches clients, contacts, and active projects, and lists sales pipeline and project task stages.
Workspace reference records
Read clients, contacts, active projects, pipeline stages, and task stages.
6 tools
List Clients
List all clients in the connected Moxie workspace.
moxie.list_clients Search Clients
Search Moxie clients by client name or contact information.
moxie.search_clients Search Contacts
Search Moxie contacts by first name, last name, or email address.
moxie.search_contacts Search Projects
Search active Moxie projects, optionally filtering by client name.
moxie.search_projects List Pipeline Stages
List sales pipeline stages configured in the Moxie workspace.
moxie.list_pipeline_stages List Task Stages
List project task stages configured in the Moxie workspace.
moxie.list_task_stages No matching tools.
Frequently Asked Questions
What information helps find a client?
Use the client name or contact information. Contact search accepts first name, last name, or email.
Does project search include archived projects?
The available search reads active projects. It should not be treated as an archive search.
Can AI update Moxie records?
These operations are read-only, so summaries do not modify clients or projects.