Tools

Overview
Not sure where to begin? Explore our Getting started guidelines to set up your first AI Agent, review Key concepts to understand the essentials, or check out Improvement tactics to resolve issues and keep things running smoothly.

Tools let an AI Agent do things beyond the conversation — call an external system, run logic, and return exactly what it needs to answer or act. Adding tools to a Playbook or Process lets the Agent complete tasks and fetch real-time data, instead of drawing only on Knowledge.

Two types of tool are available. Choose based on what the Agent needs to do with the result.

API tools

An API tool calls an external endpoint you configure and hands the response to the AI Agent. Use one to fetch or send data when the response is already usable as-is — order status, account details, or a record update.

Code tools

A code tool runs a small piece of Python that reshapes, computes, or formats a result and returns only what the AI Agent needs, in a fixed shape. It is the evolved API tool: reach for one when a raw response needs trimming, a value needs an exact calculation, or output must be consistent every time.

The Tools tab, showing API tools and Code tools