Tools
Configure tools and capabilities available to your AI agents.
Overview
The Tools Management section allows you to manage AI tools, MCP servers, and custom integrations that your agents can use to perform tasks and interact with external systems.
Tools Dashboard
The dashboard displays key metrics at a glance:
Summary Cards:
Total Tools: Total number of tools configured
Active: Number of active tools
Disabled: Number of disabled tools
Tool List View
The tools table shows all available tools with the following information:
Columns:
Tool: Tool name and icon
Type: Tool type with color-coded badges (Custom, MCP, Built-in)
Agent: Associated agent name
Status: Current status (Active, Disabled, Pending)
Created: Creation date
Updated: Last update date
Actions: Quick actions menu
Filtering and Search:
Search by tool name
Filter by Type (Custom, MCP, Built-in)
Filter by Status (Active, Disabled, Pending)
Filter by Agent
Creating a Tool
Navigate to Agent Configuration → Tools → Click Create
Basic Information
Tool Name* (Required)
A descriptive name for this tool
Example:
Ticket ManagerHelper text: "A descriptive name for this tool"
Tool Type* (Required)
Select from dropdown: Custom, MCP, Built-in
Default:
CustomHelper text: "Type of tool integration"
Status* (Required)
Select from dropdown: Active, Disabled, Pending
Default:
ActiveHelper text: "Current status of this tool"
Configuration
Click to expand the Configuration section for tool-specific settings.
Search Engine
Search engine to use
Dropdown selection
Helper text: "Search engine to use"
Max Results
Maximum number of search results
Example: (empty or numeric value)
Helper text: "Maximum number of search results"
Allowed File Extensions
Comma-separated list of allowed file extensions
Example: (empty or ".pdf,.doc,.txt")
Helper text: "Comma-separated list of allowed file extensions"
Max File Size (bytes)
Maximum file size in bytes (e.g., 10485760 = 10MB)
Example: (empty or numeric value)
Helper text: "Maximum file size in bytes (e.g., 10485760 = 10MB)"
Base Path
Base directory path for file operations
Example: (empty or "/path/to/directory")
Helper text: "Base directory path for file operations"
Connection String
Database connection string
Example: (empty or connection string)
Helper text: "Database connection string"
Timeout (ms)
Operation timeout in milliseconds
Example: (empty or numeric value)
Helper text: "Operation timeout in milliseconds"
API Endpoint
External API endpoint URL
Example:
https://api.zendesk.com/v2Helper text: "External API endpoint URL"
Rate Limit (per minute)
Maximum requests per minute
Example:
100Helper text: "Maximum requests per minute"
Retry Count
Number of retry attempts on failure
Example:
3Helper text: "Number of retry attempts on failure"
Actions
Cancel: Discard and close
Create Tool: Save the tool
Viewing Tool Details
To view detailed information about a tool:
Navigate to Agent Configuration → Tools
Click on a tool from the list
View comprehensive details in the modal dialog
Details Panel Sections:
Basic Information:
Tool Name: e.g., "Ticket Manager"
Tool Type: Custom, MCP, or Built-in
Status: Active, Disabled, or Pending
Configuration (Expandable): All configuration fields are displayed in read-only mode:
Search Engine
Max Results
Allowed File Extensions
Max File Size (bytes)
Base Path
Connection String
Timeout (ms)
API Endpoint
Rate Limit (per minute)
Retry Count
Editing a Tool
To update a tool:
Open tool details page
Click Edit button (or three-dot menu → Edit)
Modify editable fields in the Edit Tool modal
Click Update Tool to save changes
[!NOTE] The Edit form is identical to the Create/View form, but with an "Update Tool" button.
Editable Fields:
✅ Tool Name
✅ Status (Active ↔ Disabled ↔ Pending)
✅ All configuration fields
❌ Tool Type (cannot edit after creation)
Tool Types
Custom Tools:
User-defined integrations
Custom API connections
Specific business logic
Orange badge in list view
MCP (Model Context Protocol) Tools:
Standardized protocol tools
Pre-built integrations
Community-maintained
Purple badge in list view
Built-in Tools:
Platform-provided tools
Core functionality
Maintained by Kaisar AI
Blue badge in list view
Tool Configuration Fields
Different tool types may have different configuration fields:
API Integration Tools:
API Endpoint
Rate Limit
Retry Count
Timeout
File Management Tools:
Base Path
Allowed File Extensions
Max File Size
Database Tools:
Connection String
Timeout
Retry Count
Search Tools:
Search Engine
Max Results
Managing Tools
Enabling/Disabling Tools
To change tool status:
Edit the tool
Change Status field
Save changes
Active: Tool is available for agents to use Disabled: Tool is not available Pending: Tool is being configured or tested
Assigning Tools to Agents
Tools can be assigned to:
Specific agents: Only that agent can use the tool
All Agents: Available to all agents in the organization
Deleting a Tool
To remove a tool:
Navigate to tool details or list
Click Delete button
Confirm deletion
[!WARNING] Deleting a tool will affect any agents using it. Make sure to update agent configurations before deleting.
Best Practices
Tool Configuration:
Set appropriate rate limits
Configure timeouts properly
Validate API endpoints
Test before enabling
Security:
Use secure API endpoints (HTTPS)
Store credentials securely
Limit file access paths
Validate file extensions
Performance:
Set reasonable timeouts
Configure retry logic
Monitor tool usage
Optimize rate limits
Maintenance:
Keep tools updated
Monitor error rates
Review logs regularly
Disable unused tools
Testing:
Test tools before activation
Verify error handling
Check rate limits
Validate outputs
Tool Usage Monitoring
Metrics to Track:
Number of calls per tool
Success/failure rates
Average response time
Error types and frequency
Alerts:
Rate limit exceeded
High error rates
Timeout issues
API endpoint failures
Next Steps
Configure Instructions for tool usage
Set up Platform Connections for API access
Define Routes that use these tools
Assign tools to agents in Organization → Agents
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