The tools available on a particular agent depend on its domain and configuration. Some tools also require additional setup, for example an integration must be connected before its tool can be used.
Search and discovery
| Tool | What it does | Example uses |
|---|---|---|
| Search | Finds relevant content across the agent’s reference scope. | Pull policy guidance from a procedures index; locate product manuals that mention a specific error code. |
| EventSearch | Searches business events recorded in indexed content (such as trainings, deadlines, promotions, maintenance windows, or product launches) within a date range, optionally filtered by event type. | Find upcoming product trainings and deadlines this month; surface a current promotion to mention in a customer reply; list maintenance windows scheduled for next week. |
| Circuit | Reports what the agent can see: which workspaces and indexes it has access to, which other agents are available for hand-off, and what those agents can do. | Confirm the agent is searching the right index before answering; show the user a list of agents they can hand off to. |
Reading files and documents
| Tool | What it does | Example uses |
|---|---|---|
| Read | Reads a file from the agent’s working area. Handles text, images, and PDFs. | Open an uploaded contract to inspect a specific clause; re-read a draft the agent generated earlier. |
| ReadPDF | Reads PDF files page by page. Extracts text and images and supports content search within the document. | Pull the diagram from page 12 of an installation manual; locate the warranty section in a 200-page product spec. |
| ReadOffice | Reads Office files (.xlsx, .xlsm, .pptx, .docx). Extracts text and images, supports content search, and runs SQL queries against worksheet data. | Pull figures from a quarterly financials spreadsheet; extract speaker notes from a deck. |
| ReadCAD | Reads 3D CAD files in STEP and IGES format. Returns a summary, component names, assembly topology, and rendered views of individual components. | List the parts in a customer-submitted assembly; render a component image to confirm with the user. |
| LS | Lists files and folders at a given location. | Show the user what files are in their working folder. |
| Glob | Finds files matching a filename pattern (for example, **/*.md to match any Markdown file in any subfolder). | Locate every PDF in a project folder; find every draft document in a customer’s working area. |
| Grep | Searches a text file for a pattern. Supports regular expressions. | Find every line in a log file that mentions a given error code; locate references to a customer name across notes. |
Writing files and documents
| Tool | What it does | Example uses |
|---|---|---|
| Write | Writes a file to the agent’s working area. Overwrites the file if it already exists. | Save a generated quote into a customer folder; write a summary report the user can download. |
| Edit | Replaces an exact piece of text in an existing file with new content. | Update one field in a generated proposal without rewriting the whole document. |
| WriteOffice | Writes values into Excel cells or paragraphs in Word documents. Can also create new Office files. | Fill in a customer-information template (Word); update prices in a quote spreadsheet (Excel). |
| ConvertPDF | Converts a Markdown file into a PDF. | Turn a generated proposal into a PDF for the customer; export an internal report for sharing. |
| FSUtils | Moves files, copies files, and creates folders. | Organize generated outputs into per-customer folders; archive completed work. |
| Artifact | Presents one or more files in the chat as an interactive artifact card the user can click to view or download. | Present the proposal the agent just generated so the user can review and download it. |
Data and analytics
| Tool | What it does | Example uses |
|---|---|---|
| CSVQuery | Runs SQL queries against CSV files. | Aggregate sales by region from an exported CSV; find the top 10 customers in a leads export. |
| NestedLoops | Loads CSV and spreadsheet data and runs SQL across multiple sources, including content-based similarity matching. | Join an orders export with a customers export to answer questions that span both; find similar product descriptions across two catalogs. |
| GraphQuery | Runs queries against a graph database using the Cypher query language. | Trace a customer’s relationships across linked accounts and contacts; find every company connected to a given supplier. |
Web
| Tool | What it does | Example uses |
|---|---|---|
| WebFetch | Retrieves and processes content from a URL. | Pull a competitor’s pricing page; read a public RFP posted online. |
| WebSearch | Runs a web search and returns the results. | Find recent news about a customer’s industry; look up a vendor’s public documentation. |
Tasks and orchestration
| Tool | What it does | Example uses |
|---|---|---|
| TaskCreate | Creates a task in the current chat’s task list. | Break a complex troubleshooting request into ordered steps the agent will work through; track an RFP response across many sub-questions. |
| TaskUpdate | Updates a task’s status, subject, description, or dependencies. | Mark a sub-task complete and unblock dependent tasks. |
| TaskGet | Retrieves the full details of a task by ID. | Recall a task’s full description before resuming work on it. |
| TaskList | Lists every task in the current chat’s task list. | Show the user everything the agent is currently working on. |
| Agent | Launches a sub-agent to handle a focused multi-step task on behalf of the parent agent. | Spin up a researcher to read through a large index while the main agent keeps replying to the user. |
| RWLoop | Runs a sub-agent repeatedly with the same prompt across a batch of inputs. | Apply the same enrichment prompt to every row in a 200-row spreadsheet. |
| Skill | Executes one of the agent’s configured skills. | Run a saved “warranty lookup” workflow whenever the user provides a serial number. |
In-chat tasks created with TaskCreate are scoped to a single chat. They are not the same as work items, which persist across chats.
User interaction
| Tool | What it does | Example uses |
|---|---|---|
| AskUserQuestion | Asks the user a question with predefined answer choices. | Confirm which of three product variants the user means; let the user pick a quote template before generation. |
Code execution
| Tool | What it does | Example uses |
|---|---|---|
| Bash | Runs shell commands in an isolated environment. | Run a one-off script to reformat a CSV; perform a calculation that is easier to express in code. |
Business systems
| Tool | What it does | Example uses |
|---|---|---|
| Salesforce | Reads and writes Salesforce records, looks up object structure, and runs SOQL and SOSL queries. | Look up an account before drafting a follow-up email; create an opportunity directly from chat. |
| Dynamics | Microsoft Dynamics 365 CRM. Query, create, and update records. | Pull recent activities on a customer record; update a lead’s status after a call summary. |
| Hubspot | HubSpot integration. Sends an email to a HubSpot contact. | Reply to a customer who submitted a HubSpot form; send a follow-up email after a feedback collection conversation. |
| Outlook | Microsoft 365 Outlook. Read, search, and draft email. | Find emails from a customer about an open deal; draft a reply for the user to review. |
| GoogleWorkspace | Gmail, Google Calendar, and Google Contacts. Read, search, and draft. | Schedule a follow-up meeting on the user’s calendar; find email threads about a project. |
Construction
| Tool | What it does | Example uses |
|---|---|---|
| Bluebeam | Bluebeam Studio access. Manage sessions, projects, files, markups, and annotations. | Add markups during a drawing review; pull annotations from a project file into a summary. |
| Takeoff | Performs construction takeoffs on PDF drawings. Identifies symbols in the drawing legend and finds every occurrence on the drawing. | Count every duplex receptacle on a floor plan; quantify symbols across a 50-sheet drawing set. |