> For the complete documentation index, see [llms.txt](https://docs.taskade.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.taskade.com/ai-features/ai-features/agent-tools.md).

# Tools for AI Agents

***

## Table of Contents

* [Overview](#overview)
* [Add Tools to Agents](#add-tools-to-agents)
* [Use Agent Tools](#use-agent-tools)
* [Taskade Native Tools](#taskade-native-tools)
  * [Agent Actions (Full Reference)](#agent-actions-full-reference)
  * [Taskade AI (Cross-Agent)](#taskade-ai-cross-agent)
  * [Media Tools](#media-tools)
* [App Tools (Third-Party Integrations)](#app-tools-third-party-integrations)
* [Build Custom Agent Tools](#build-custom-agent-tools)
* [Human in the Loop](#human-in-the-loop)
* [Enable / Disable Tools](#enable-disable-tools)
* [What's Next](#whats-next)

***

## Overview

Agent Tools are integrated add-ons that **augment your AI agents' capabilities** — allowing them to interact with Taskade projects, third-party platforms, and custom workflows. Tools transform agents from text-only assistants into autonomous actors that can take real actions on your behalf.

> **Workspace DNA connection:** Tools are how agents execute the [Automation pillar](/automations/automation.md). An agent with tools can send Slack messages, create HubSpot deals, update Google Sheets, and more — all within the conversation.

***

## Add Tools to Agents

| Step | Action                                                       |
| ---- | ------------------------------------------------------------ |
| 1    | Go to the **Agents** tab                                     |
| 2    | Click the three dots (⋯) next to your agent → **Edit agent** |
| 3    | Open the **Tools** tab                                       |
| 4    | Click **Add tools**                                          |
| 5    | Select from Taskade tools and/or third-party integrations    |
| 6    | Save                                                         |

***

## Use Agent Tools

Agents can use tools through three interfaces:

| Method            | How                                                                      | Best For                    |
| ----------------- | ------------------------------------------------------------------------ | --------------------------- |
| **Project Chat**  | Chat with an agent in a project context — agent uses tools automatically | Project-specific actions    |
| **Agent Sidebar** | Access agent in the sidebar — tools available in conversation            | Quick actions while working |
| **Agent Chat**    | Dedicated agent chat session — full tool access                          | Complex multi-step tasks    |

> **Agents decide when to use tools.** You don't need to explicitly request a tool — describe what you want, and the agent determines which tool to use.

***

## Taskade Native Tools

### Agent Actions (Full Reference)

These are built-in Taskade actions every agent can perform in your workspace:

| Category                   | Actions                                   | Example Prompts                                                                |
| -------------------------- | ----------------------------------------- | ------------------------------------------------------------------------------ |
| **Bulk AI Prompts**        | Run AI commands across multiple items     | "Summarize all tasks in this project", "Translate all items to Spanish"        |
| **Project & Task Editing** | Create, update, delete projects and tasks | "Create a new task called 'Review proposal'", "Rename this project to Q2 Plan" |
| **Content Updates**        | Modify task descriptions, notes, content  | "Add detailed instructions to the 'Setup server' task"                         |
| **Task Completion**        | Mark tasks complete or reopen them        | "Mark all tasks under 'Phase 1' as complete"                                   |
| **Due Date Management**    | Set, update, remove due dates             | "Set the deadline for 'Launch campaign' to next Friday"                        |
| **Assignments**            | Assign or unassign team members           | "Assign @Sarah to all tasks in the Marketing section"                          |
| **Labels & Tags**          | Add, remove, manage labels                | "Add the 'urgent' label to all overdue tasks"                                  |
| **Task Movement**          | Reorder, move tasks between sections      | "Move all completed tasks to the 'Done' section"                               |
| **Smart Editing**          | Restructure, reorganize, reformat content | "Convert this brainstorm list into an organized project plan"                  |
| **Notes & Comments**       | Add notes, comments, annotations          | "Add a note to this task explaining the delay"                                 |
| **Insights & Reporting**   | Analyze project data, generate reports    | "Give me a status summary of all projects due this week"                       |
| **Governance & Safety**    | Permission checks, access validation      | "Who has access to this project?"                                              |
| **Custom Fields**          | Create, update, manage custom fields      | "Add a 'Priority' custom field with options: High, Medium, Low"                |
| **Search & Intelligence**  | Search across workspace, find patterns    | "Find all tasks assigned to @John that are overdue"                            |
| **Content Generation**     | Generate text, documents, summaries       | "Write a project brief for the new product launch"                             |
| **Compare & Review**       | Diff content, review changes              | "Compare this week's metrics to last week's"                                   |

### Taskade AI (Cross-Agent)

| Capability             | What It Does                                   | Example                                             |
| ---------------------- | ---------------------------------------------- | --------------------------------------------------- |
| **Ask other agents**   | Query another agent from within a conversation | "Ask the Sales Agent about our latest lead metrics" |
| **Run agent commands** | Execute another agent's custom commands        | "Run the Report Agent's `/weekly-summary` command"  |

### Media Tools

| Tool                   | What It Does                                | Example                                                      |
| ---------------------- | ------------------------------------------- | ------------------------------------------------------------ |
| **Search Web**         | Search the internet for current information | "Search for the latest pricing trends in SaaS"               |
| **Scrape Webpage**     | Extract content from any web page           | "Scrape the competitor's pricing page and summarize"         |
| **Transcribe YouTube** | Get full transcript from any YouTube video  | "Transcribe this product demo video and create action items" |

***

## App Tools (Third-Party Integrations)

Connect your agents to external platforms for real-world actions:

| Category          | Platform              | Capabilities                                                 | Example Use                        |
| ----------------- | --------------------- | ------------------------------------------------------------ | ---------------------------------- |
| **Communication** | **Slack**             | Send channel messages, send DMs, create channels, find users | Agent posts daily standup to #team |
|                   | **Discord**           | Send messages to channels and users                          | Agent posts community updates      |
|                   | **Microsoft Teams**   | Create channels, send channel/chat messages                  | Agent notifies team of events      |
|                   | **WhatsApp Business** | Send messages to contacts                                    | Agent handles customer comms       |
|                   | **Telegram**          | Send messages, manage groups                                 | Agent broadcasts announcements     |
|                   | **Twilio**            | Send SMS messages                                            | Agent sends appointment reminders  |
|                   | **Zoom**              | Schedule meetings                                            | Agent books video calls            |
| **Email**         | **Gmail**             | Send emails, find emails, create drafts                      | Agent sends follow-up emails       |
|                   | **Outlook**           | Send emails, manage calendar                                 | Agent handles enterprise email     |
| **CRM & Sales**   | **HubSpot**           | Create contacts, create deals, update records                | Agent creates CRM records          |
|                   | **Salesforce**        | Manage contacts, opportunities, cases                        | Agent updates enterprise CRM       |
|                   | **Apollo**            | Enrich contacts, find leads                                  | Agent enriches lead data           |
| **Productivity**  | **Google Sheets**     | Insert rows, find rows, update cells                         | Agent logs data to sheets          |
|                   | **Google Docs**       | Create documents, append text, find documents                | Agent generates documents          |
|                   | **Google Calendar**   | Create events, create quick events                           | Agent schedules meetings           |
|                   | **Google Drive**      | Create folders/files, search, duplicate, manage permissions  | Agent organizes files              |
|                   | **Google Forms**      | Process form responses                                       | Agent handles form data            |
|                   | **Calendly**          | Manage scheduling                                            | Agent books appointments           |
|                   | **Typeform**          | Process form submissions                                     | Agent handles surveys              |
| **Social Media**  | **Twitter/X**         | Create posts, manage content                                 | Agent posts social updates         |
|                   | **LinkedIn**          | Create company updates, publish articles                     | Agent publishes company news       |
|                   | **Facebook**          | Create page posts, manage content                            | Agent manages page posts           |
|                   | **Instagram**         | Create posts, manage content                                 | Agent publishes visual content     |
|                   | **Reddit**            | Create posts, monitor threads                                | Agent engages communities          |
|                   | **TikTok**            | Manage content                                               | Agent publishes video content      |
|                   | **YouTube**           | Transcribe videos, manage content                            | Agent processes video content      |
| **Content**       | **WordPress**         | Create blog posts, manage content                            | Agent publishes content            |
|                   | **Webflow**           | Manage CMS content                                           | Agent updates web content          |
|                   | **RSS**               | Monitor feeds                                                | Agent tracks content sources       |
| **Development**   | **GitHub**            | Manage issues, PRs, repositories                             | Agent tracks development           |
|                   | **HTTP/Webhooks**     | Custom API requests with analyzer                            | Agent connects to any API          |
|                   | **Bitbucket**         | Manage issues, repositories                                  | Agent tracks code changes          |
| **Business**      | **Stripe**            | Process payments, manage subscriptions                       | Agent handles billing              |
|                   | **Mailchimp**         | Add contacts, manage campaigns                               | Agent manages email marketing      |

> **104 automation actions** and **40+ external service integrations** are available. Agents can use any automation flow as a custom tool. See [Automations](/automations/automation.md) for the full integration list.

> **For developers:** The **HTTP/Webhooks** custom tool lets agents call any external API. See [Webhooks](/developers/webhooks.md) for programmatic event delivery and payload details.

***

## Build Custom Agent Tools

Turn any automation flow into a reusable agent tool:

| Step | Action                                         |
| ---- | ---------------------------------------------- |
| 1    | Open your agent's **Tools** tab                |
| 2    | Click **New tool**                             |
| 3    | Design the automation flow (trigger → actions) |
| 4    | Save as a custom tool                          |
| 5    | The agent can now execute this flow on command |

**Example custom tools:**

| Custom Tool              | Automation Flow                                                        | Trigger                                   |
| ------------------------ | ---------------------------------------------------------------------- | ----------------------------------------- |
| "Generate weekly report" | Gather project data → Summarize → Email to team → Post to Slack        | Agent decides or `/weekly-report` command |
| "Onboard new client"     | Create project → Add template tasks → Send welcome email → Notify team | Agent processes new client request        |
| "Escalate issue"         | Create urgent ticket → Notify manager via Slack → Schedule follow-up   | Agent detects high-severity issue         |

> **Deep dive:** [Automations: The Execution Pillar](/automations/automation.md) for full automation flow building.

***

## Human in the Loop

For sensitive external actions, enable approval before execution:

| Feature          | Detail                                                                               |
| ---------------- | ------------------------------------------------------------------------------------ |
| **What it is**   | An approve/reject gate before agents interact with external platforms                |
| **When to use**  | Sending emails, posting to social media, creating CRM records, any external action   |
| **How it works** | Agent proposes the action → You review → Approve or Reject → Agent proceeds or stops |

| Step | Action                                                                         |
| ---- | ------------------------------------------------------------------------------ |
| 1    | Enable "Human in the Loop" in the Tools tab                                    |
| 2    | Select which tools require approval                                            |
| 3    | When the agent wants to use an approved tool, you'll see a confirmation prompt |
| 4    | Click **Approve** to proceed or **Reject** to stop                             |

> **Tip:** Use Human in the Loop during the first few weeks of agent deployment. Once you trust the agent's judgment, disable it for routine actions.

***

## Enable / Disable Tools

| Action         | How                                      |
| -------------- | ---------------------------------------- |
| Enable a tool  | Toggle ON in the Tools tab               |
| Disable a tool | Toggle OFF in the Tools tab              |
| Remove a tool  | Click the remove button next to the tool |

> **Disabled tools** remain configured but are not available to the agent. Re-enable anytime without reconfiguration.

***

## What's Next

| Guide                                                                     | What You'll Learn                              |
| ------------------------------------------------------------------------- | ---------------------------------------------- |
| [Multi-Agents](/ai-features/ai-features/multi-agents.md)                  | Build teams of agents with complementary tools |
| [Agent Knowledge & Memory](/ai-features/ai-features/agent-knowledge.md)   | Train agents on your data                      |
| [Automations](/automations/automation.md)                                 | Build the automation flows agents can trigger  |
| [Custom AI Agents](/ai-features/ai-features/ai-agents-getting-started.md) | Complete agent setup guide                     |


---

# Agent Instructions
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## Querying This Documentation
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```
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```

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