# 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](https://docs.taskade.com/docs/automations/automation). 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](https://docs.taskade.com/docs/automations/automation) for the full integration list. *** ## 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](https://docs.taskade.com/docs/automations/automation) 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](https://docs.taskade.com/docs/ai-features/ai-features/multi-agents) | Build teams of agents with complementary tools | | [Agent Knowledge & Memory](https://docs.taskade.com/docs/ai-features/ai-features/agent-knowledge) | Train agents on your data | | [Automations](https://docs.taskade.com/docs/automations/automation) | Build the automation flows agents can trigger | | [Custom AI Agents](https://docs.taskade.com/docs/ai-features/ai-features/ai-agents-getting-started) | Complete agent setup guide |