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Scribe teammates and smart fields

Manage who is on the team, the data that fills signatures, and who gets which signature.

When to use

  • Add, update, or look up teammates and their email aliases
  • Find teammates missing a job title, phone, or other field
  • Read the smart-field catalog or set custom field values
  • Assign a signature to specific people, org units, or rule-based audiences

Workflow: fill data gaps

  1. list_teammates to read emails and current smart-field values.
  2. update_teammate to set the missing values.

Workflow: target a signature

  • set_signature_recipient_rules for auto-assign and smart-field conditions
  • add_signature_recipients for specific emails
  • add_signature_recipient_entities for directory org units and groups

Tool reference

Access key: Read runs automatically, Write asks for confirmation, Delete is destructive.
ToolAccessWhat it does
list_teammatesReadList teammates with emails and smart-field values
create_teammateWriteAdd a teammate from an email and optional values
update_teammateWriteSet a teammate’s smart-field values
delete_teammateDeleteSoft-delete a teammate
list_emailsReadList teammate emails (primary and aliases)
create_emailWriteAdd an alias email to a teammate
update_emailWriteChange an email address
delete_emailDeleteSoft-delete an alias email (primary cannot be deleted)
list_smart_fieldsReadList smart-field definitions with kind and source
create_smart_fieldWriteDefine a custom field, optionally integration-synced
update_smart_fieldWriteUpdate a custom field or its integration link
delete_smart_fieldDeleteDelete a custom field and its values everywhere
list_signature_recipientsReadList who a signature is assigned to, with rules
add_signature_recipientsWriteAssign a signature to a batch of emails
remove_signature_recipientsWriteRemove manually assigned recipients
set_signature_recipient_rulesWriteSet auto-assign and condition rules
add_signature_recipient_entitiesWriteTarget directory org units or groups
remove_signature_recipient_entitiesWriteUntarget org units or groups

Notes

  • When a directory integration (Google Workspace or Microsoft Entra ID) manages the team list, creating or deleting teammates and emails returns a 409.
  • Default and integration-synced fields are read-only. Setting them is skipped or returns a 422.