> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/gumu-co-pilot-for-sage-crm/installation-+-setup/creating-custom-actions-and-capabilities.md).
# Creating Custom Actions and Capabilities
Custom actions allow GUMU™ Co-Pilot to retrieve specific information from Sage CRM.
For example, an action can be created to retrieve customer sales history from a Sage CRM custom entity such as:
```
vcustomersaleshistory
```
### Step 1: Navigate to Actions
Log in to Bportaly and navigate to:
**Configuration → Actions → New**
### Step 2: Create a New Action
Click **New** to create a new action.
Enter the required action details, including:
* **Action Name**
* **Object/Entity Name**
* Required input fields
* Required output fields
* Action script
#### Example Entity
For example:
```
vcustomersaleshistory
```
**Important:** The object/entity name must be entered in **lowercase**.
### Step 3: Add the Action Script
Use the following script format for the action(user can replace it by custom entity name):
```
async def vcustomersaleshistory(
```
```
self,
```
```
filters: list[dict],
```
```
orderBy: dict = {},
```
```
page_size: int = 10,
```
```
child_entity: str = ""
```
```
):
```
```
"""
```
```
Auto-generated tool for SAGE CRM entity: vcustomersaleshistory
```
```
```
```
filters: list of {
```
```
"field": str,
```
```
"op": str,
```
```
"value": Any
```
```
}
```
```
```
```
orderBy: e.g.,
```
```
{"field": "chis_compid", "direction": "asc"}
```
```
"""
```
```
```
```
try:
```
```
response = await self.call_sagecrm_api_async(
```
```
filters,
```
```
orderBy,
```
```
page_size,
```
```
child_entity
```
```
)
```
```
```
```
return response
```
```
```
```
except Exception as e:
```
```
print(f"Error in customersaleshistory: {e}")
```
```
return f"Error fetching customersaleshistory: {str(e)}"
```
#### Important
The **action name and script/function name must match**.
For example:
**Action Name:**
```
vcustomersaleshistory
```
**Script/Function Name:**
Vcustomersaleshistory
