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What Hermes can do and change

Last updated: October 16, 2026

Who can do this: anyone in the organisation, on the Early Access plan.

What it does

Hermes answers from your records, and it changes them when you ask. Each thing it does is a named tool. The Tools row under an answer lists the tools that ran, with a tick or a cross against them. Opening the row shows what went in, and the error where one came back. A bulk action, an export, or a job Hermes reads or lists shows under the reply instead. Its line says what happened, such as Checked 4 quotes, and its card is below that line.

Reading. search_records matches keywords such as a name, a reference or a SKU. semantic_search takes a description of what you are after. get_record_details opens one order, contact, item or task. get_notes reads the notes on a record, and task_list filters tasks. kanban_board_list and kanban_board_get read your boards.

Pages and plans. 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. It also opens one job, order, contact, item or task. todo_write posts the plan Hermes is working through when a request runs to three steps or more.

Help and quests. product_help looks up how a feature works and answers from Lucrii’s help pages. Where nothing covers the question, it says so. start_quest opens the walkthrough for a quest id that product_help reported. It 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. It also 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. adjust_stock moves stock up or down for an item or a variant at one location.

Bulk actions. preview_bulk_action checks a change against every record it would touch and reports what would change. run_bulk_action runs it once you approve. start_export exports records to a CSV file. start_import opens the import for the kind of record you name. get_job, list_jobs and summarise_job_errors report on bulk actions, exports and imports. preview_bulk_action, run_bulk_action, start_export and get_job show a card under the reply with the job’s counts. Once the job ends, the card links to its page in Bulk Activity. list_jobs lists the jobs, each linked to its page there.

Notes. add_note writes to an order, contact, item or location, and task_add_note writes to a task.

Tasks. task_create, task_update, task_status, task_complete, task_assign and task_delete cover the task itself. task_add_tag and task_remove_tag change its tags. task_add_watcher and task_remove_watcher change who is following it. task_link_parent and task_unlink_parent point a task at the record it belongs to. 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. kanban_move_task puts a task in a column.

Before you start

Hermes will not send a quote or set an order status by itself. It records the decision on a quote, won or lost. Sending, and any other status change, happens on the order page or through a bulk action you approve after its preview.

Hermes and an MCP client give each date as YYYY-MM-DD. Lucrii reads it as that day in your organisation’s timezone.

Hermes and an MCP client meet the same limits as the forms. Lucrii refuses a longer value, and Hermes passes on the message, which gives the field and its limit.

Hermes can delete. Deleting a task deletes its notes with it. Deleting a board deletes its columns, and the tasks that were on it stay in the task list. Ask for either only when you mean it.

An MCP client reaches the same AI through lucrii_ask, lucrii_summarize and lucrii_semantic_search. It spends from the same credits as your questions to Hermes.

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 to check anything for yourself. The page behind the panel reloads after a turn that changed records.

Troubleshooting

Hermes refuses to create something because of a plan limit. It says so in a sentence in the conversation, with no error. It will not say which limit you hit. Check the billing page for that.

  • Asking Hermes: Ask Hermes a question about your business from the command palette, which opens on every page of the app.
  • What Hermes remembers: Give Hermes facts and nicknames to keep, and it reads them back in later conversations.
  • Hermes credits and spending limits: Track the credits Hermes uses against your monthly allowance, and set a spending limit on what your organisation spends beyond it.
  • Creating an order: Use the create button above a list to open a form for that order type, then save the order.
  • Bulk actions with Hermes: Ask Hermes for a bulk action such as recording payment on every unpaid invoice, and approve its preview before Hermes changes anything.

Changes