--- title: What Hermes can do and change description: "Hermes reads your records to answer, and creates or changes orders, contacts, items, stock, notes, tasks and boards when you ask it to." lastUpdated: 2026-09-30 order: 20 --- Who can do this: anyone in the organisation, on the Early Access plan. ## What it does Hermes answers out of your own records, and it changes them when you ask. Each thing it does is a named tool, and the Tools row under an answer lists the ones that ran, with a tick or a cross against each. Opening the row shows what went in, and the error where one came back. These are the tools it has. Reading. `search_records` matches keywords such as a name, a reference or a SKU, and `semantic_search` takes a description of what you are after instead. `get_record_details` opens one order, contact, item or task, `get_notes` reads the notes on a record, `task_list` filters tasks, and `kanban_board_list` and `kanban_board_get` read your boards. Working out loud. `navigate_to_record` takes you to a record when you ask to see it. `open_page` opens a page of the app, such as your Quest Chart, when you ask to go there. `todo_write` posts the plan Hermes is working through when a job runs to three steps or more. Help and quests. `product_help` looks up how a feature works and answers from the product pages, saying so where nothing covers the question rather than guessing. `start_quest` opens the walkthrough for a quest id `product_help` reported, and runs only when you ask to be shown. Remembering. `remember`, `forget` and `remember_nickname` hold what you tell Hermes between conversations. Orders and contacts. `create_order` opens a quote, a sales order or a purchase order. `update_order` changes an order's fields, its line items and its discount. The same tool adds and removes tags and watchers, and records the decision on a quote, won or lost. `create_contact` and `update_contact` cover customers and vendors. Inventory. `create_item` and `update_item` cover the catalogue, and `adjust_stock` moves stock up or down for an item or a variant at one location. `start_inventory_import` and `start_inventory_export` open the import wizard and the export, and `get_import_status`, `summarise_import_errors` and `list_recent_imports` report on what a run did. Notes. `add_note` writes to an order, contact, item or location, and `task_add_note` to a task. Tasks. `task_create`, `task_update`, `task_status`, `task_complete`, `task_assign` and `task_delete` cover the task itself. `task_add_tag`, `task_remove_tag`, `task_add_watcher` and `task_remove_watcher` cover who is following it and how it is labelled. `task_link_parent` and `task_unlink_parent` point a task at the record it belongs to, and `task_remove_from_board` takes it off a board without deleting it. Boards. `kanban_board_create`, `kanban_board_update` and `kanban_board_delete` cover the board. `kanban_column_create`, `kanban_columns_create`, `kanban_column_update`, `kanban_column_delete`, `kanban_column_clear` and `kanban_column_sort` cover its columns, and `kanban_move_task` puts a task in one. ## Before you start Hermes will not send a quote or set an order status on its own. It records the decision on a quote, won or lost, and leaves every other status change to the order page. Deleting is one of the things Hermes does. A deleted task goes along with its notes, and deleting a board takes its columns with it, though the tasks that were on it stay in the task list. Ask for either only when you mean it. An agent connected over MCP reaches the same AI through `lucrii_ask`, `lucrii_summarize` and `lucrii_semantic_search`, and spends the same credits your own questions do. ## How to use it 1. Ask for what you want in plain words. Hermes picks the tools itself. 2. Read the Tools row under the answer to see what it touched. 3. Select the row to open it, and select a tool inside it for the detail of that call. 4. Open the record itself to confirm anything you want to see for yourself. The page behind the panel reloads after a turn that changed records. ## Troubleshooting If Hermes refuses to create something because of a plan limit, it says so in a sentence in the conversation instead of an error. It will not say which limit you hit, so check the billing page for that. ## Related - [Asking Hermes](/docs/hermes/chat.md): Hermes replies to a question about your business from a command palette that opens on every page of the app. - [What Hermes remembers](/docs/hermes/memory.md): Hermes keeps the facts and nicknames you give it and reads them back in later conversations. - [Hermes credits and spending limits](/docs/hermes/credits-and-limits.md): Hermes work is metered in credits against a monthly allowance, and a spending limit caps what your organisation spends beyond it. - [Creating an order](/docs/orders/create.md): The create button opens a form for the order type you are viewing and saves it as a new record. ## Changes - [Guided quests and help for every feature](/changelog/2026-09-30-guided-quests-and-product-help) - 2026-09-30