Toolkits

Toolkits are collections of custom tools for your AI. Build your own tools or connect external services - then attach them to workflows via the Custom Toolkits ability.

Finding Toolkits

Go to Toolkits to see:

• All Toolkits - Built-in and custom toolkits available
• Custom Toolkits - Your workspace's custom tools

Creating a Custom Toolkit

1. Go to Toolkits → Custom Toolkits tab
2. Click Create Toolkit
3. Set name, slug, and description
4. Add tools to the toolkit

Creating Custom Tools

Each tool needs:

Field	Purpose
Name	Snake_case identifier (e.g., get_order_status)
Display Name	Human-readable name
Description	What the tool does
Prompt	Instructions for the AI
Input Schema	What parameters the tool accepts
Output Schema	What the tool returns

Input/Output Schemas

Define what your tool accepts and returns using JSON Schema:

{
  "type": "object",
  "properties": {
    "orderId": {
      "type": "string",
      "description": "The order ID to look up"
    }
  },
  "required": ["orderId"]
}

Data Access

Grant tools access to:

• Files - Read from or write to specific files/folders
• Data Types - Read from or create form records

Using Toolkits

Attach toolkits to workflows via the Custom Toolkits ability:

1. Open a workflow
2. Go to Abilities tab
3. Add Custom Toolkits ability
4. Select which toolkits to include

Built-in Toolkits

Your workspace may have built-in toolkits based on enabled features:

Toolkit	What It Provides
Browser	Fetch web pages, extract data
Data	Access form records
Files	Read and create files
Maps	Geocoding, distance calculations
Phone	Call control tools

MCP Servers

MCP server connections are managed from App Connections, not the Toolkits page. See App Connections for how to add, configure, and authenticate MCP servers.

Example: Order Lookup Tool

Toolkit: "Customer Service"

Tool: check_order_status

• Prompt: "Look up the order and return its current status and tracking information"
• Data Access: "Orders" form (READ)
• Input: { orderId: string }
• Output: { status: string, tracking: string }

The AI can now check order status during conversations.

Healthcare Examples

For healthcare-specific toolkit and MCP integration examples, including EHR queries, appointment scheduling, lab results, drug interaction checking, and clinical decision support, see Healthcare MCP Integration Examples.