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Tools let your agent interact with external systems—checking inventory, booking appointments, processing payments, or anything your API can do.

How Tools Work

When a user asks a question that requires external data, your agent:
  1. Recognizes the need to call a tool
  2. Extracts relevant parameters from the conversation
  3. Calls your API endpoint
  4. Interprets the response
  5. Replies to the user

Types of Tools

Connect to any REST API. You define the endpoint, parameters, and how to interpret responses.Examples:
  • Order lookup
  • Appointment booking
  • Inventory check
  • CRM updates
Let your agent fetch and read web pages in real-time.Examples:
  • Check current pricing
  • Read latest blog posts
  • Verify stock on your website
Generate images based on user requests using AI.Examples:
  • Create custom graphics
  • Generate product mockups
Transfer the conversation to another agent or human.Examples:
  • Escalate to support
  • Transfer to sales
  • Route to specialist
Connect to Model Context Protocol servers for complex integrations.Examples:
  • Database access
  • File system operations
  • Custom business logic

Creating an API Tool

1

Open Your Agent

Go to your agent and navigate to the Tools section.
2

Add New Tool

Click Add Tool and select API Tool.
3

Define the Tool

Fill in the tool configuration:
FieldDescriptionExample
NameA clear, descriptive namecheck_order_status
DescriptionWhen should the agent use this tool?”Use this tool when a customer asks about their order status”
API SchemaOpenAPI-style schema defining the endpointSee below
4

Configure the Schema

Define your API endpoint using a JSON schema:
{
  "type": "object",
  "properties": {
    "endpoint": {
      "type": "string",
      "const": "https://api.yourstore.com/orders/{order_id}"
    },
    "method": {
      "type": "string",
      "const": "GET"
    },
    "parameters": {
      "type": "object",
      "properties": {
        "order_id": {
          "type": "string",
          "description": "The customer's order number"
        }
      },
      "required": ["order_id"]
    },
    "headers": {
      "type": "object",
      "properties": {
        "Authorization": {
          "type": "string",
          "const": "Bearer your-api-key"
        }
      }
    }
  }
}
5

Test the Tool

Use the test panel to verify the tool works:
  1. Enter sample parameter values
  2. Click Test
  3. Review the API response
6

Save and Enable

Toggle the tool to Active and save your agent.

Tool Best Practices

The description tells the AI when to use the tool. Be specific:Good:
“Use this tool when the customer wants to know the status of their order. Requires an order number in format ORD-XXXXX.”
Less effective:
“Order lookup”
Your API should return clear error messages. In your system prompt, add instructions for handling failures:
“If an order lookup fails, apologize and ask the customer to verify their order number. If it fails again, offer to connect them with support.”
  • Use API keys or OAuth tokens
  • Implement rate limiting
  • Validate input parameters
  • Never expose sensitive data in responses
Return only what the agent needs. Large, complex responses slow down the conversation and may confuse the AI.Good response:
{
  "order_id": "ORD-12345",
  "status": "shipped",
  "eta": "2024-12-28",
  "tracking_url": "https://..."
}

Creating a Website Tool

Website tools let your agent read web pages in real-time:
1

Add Website Tool

In the Tools section, click Add ToolWebsite Tool.
2

Configure the Tool

FieldDescription
URLThe page to fetch
PromptInstructions for what to extract
3

Example Configuration

URL: https://yourstore.com/products/widget

Prompt: Extract the current price, availability status, 
and key features from this product page.

Creating an Image Generation Tool

1

Add Image Tool

Click Add ToolImage Generation.
2

Configure the Tool

FieldDescription
NameTool name (e.g., create_logo)
DescriptionWhen to use it
Prompt TemplateBase prompt for image generation
Credit CostHow many credits this uses

Creating a Handoff Tool

Transfer conversations to other agents or humans:
1

Add Handoff Tool

Click Add ToolHandoff.
2

Configure the Tool

FieldDescription
Child AgentThe agent to transfer to
DescriptionWhen to initiate the handoff
3

Example Use Cases

  • General agent → Billing specialist
  • Sales agent → Technical support
  • Bot → Human operator

Connecting MCP Servers

For advanced integrations, connect Model Context Protocol servers:
1

Add Connector

Go to SettingsIntegrationsAdd Connector.
2

Enter Server URL

Provide the MCP server URL:
https://your-mcp-server.com
3

Authenticate (if required)

Some MCP servers require authentication. Complete any OAuth flow or enter credentials.
4

Add to Agent

In your agent’s Tools section:
  1. Click Add ToolMCP Connector
  2. Select the connector
  3. Choose which tools to enable (whitelist)

Tool Credits

Some tools cost credits to use:
FieldPurpose
Credit CostCredits deducted when tool is used
Configure credit costs per tool in the tool settings. Users with monetization enabled will have credits deducted automatically.

SDK Alternative

Manage tools programmatically:
// Update agent with tools
const updatedAgent = await client.agents.update(agentId, {
  tools: [
    {
      name: 'check_order_status',
      description: 'Look up order status by order number',
      apiSchema: {
        type: 'object',
        properties: {
          endpoint: {
            type: 'string',
            const: 'https://api.yourstore.com/orders/{order_id}'
          },
          method: { type: 'string', const: 'GET' },
          parameters: {
            type: 'object',
            properties: {
              order_id: { type: 'string', description: 'Order number' }
            },
            required: ['order_id']
          }
        }
      },
      active: true,
      creditCost: 0
    }
  ]
});

What’s Next