45e5ebbdbd
Production-ready automation skills for 78 SaaS apps covering CRM, project management, communication, email, DevOps, storage, and more. Each skill includes workflow patterns, tool sequences, known pitfalls, and quick reference tables. Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
242 lines
8.8 KiB
Markdown
242 lines
8.8 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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**Get Rube MCP**: Add `https://rube.app/mcp` as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.
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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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