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Enterprise Agents

Tools & scopes

What agents can do, and how read and write access is separated.

A tool is one capability an integration exposes to agents. Tools are named integration.capability and have a read or write scope; some accept parameters that narrow them further (a mailbox, a folder, a channel, a CRM object).

Read tools

Read tools fetch data: list messages, read a file, query records, fetch a web page. They are low-risk and are granted freely within the agent's knowledge scope.

Write tools

Write tools change something: send an email, create a ticket, post an invoice, update a CRM field, call an HTTP endpoint with side effects. Write tools:

  • must be granted explicitly per agent;
  • default to approval required until an approval policy says otherwise;
  • are recorded in the run trace with the full request and the response;
  • can be simulated in test mode.

Built-in tools

ToolScopePurpose
knowledge.searchreadQuery granted knowledge bases
documents.readreadRead a full document by id
email.sendwriteSend from the agent's address or a shared mailbox
http.requestread/writeCall any REST API with stored credentials
spreadsheet.read / spreadsheet.writeread/writeGoogle Sheets and Excel
files.writewriteCreate files in a Drive/SharePoint folder
chat.postwritePost to Slack or Teams
handoffEnd the run and hand the case to a person or queue
approval.requestAsk approvers explicitly (in addition to policy-triggered approvals)

Integration-specific tools (for example netvisor.purchase_invoices, hubspot.deals, zendesk.tickets) are documented on each integration page.

Credentials

Tool credentials are stored in the workspace vault and never exposed to the model. Each tool call is executed by the platform with the stored credential and the scope the agent was granted.

Custom tools

Define a custom tool from an OpenAPI description or as a single HTTP request template with typed parameters. Custom tools inherit the same scope, approval and trace behaviour. Settings → Tools → New custom tool.