Managing Tools

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Understanding Tools

Tools are integrations that allow agents to fetch external data, process information, interact with systems, and validate results. Categories: Web research (search, content extraction), data tools (database queries, APIs), communication (email, Slack, webhooks).

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Adding Tools to Agents

Navigate to Agents → Create or edit agent → Select tools from Available Tools section → Save. Best Practices:

• Start with essential tools only
• Add gradually based on specific needs
• Monitor which tools are used most
• Remove unused tools for better performance

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Available Tools

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Web Search

Tavily Search: Comprehensive web search optimized for AI. Requires Tavily API key variable. Best for research, fact-checking, current information. Custom Web APIs: Access specific data sources with custom endpoints and authentication.

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Database Tools

Internal Database Access: Query your databases with secure connections. For customer data lookup, inventory, historical data. External Database APIs: Third-party database services for market data, financial information, research databases.

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Communication

Email Integration: Send notifications and reports via SMTP or email service APIs. Team Messaging: Post updates to Slack, Teams for progress notifications and alerts.

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Creating Custom Tools

Navigate to Tools → Create Tool → API Request. Configure:

• Endpoint URL: The API endpoint
• Method: GET, POST, PUT, DELETE
• Headers: Including authentication
• Input Schema: Parameters for agent use

Test tools using the testing interface before assigning to agents.

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Next Steps