AI Agent Tools

Complete reference for AI Agent Tools — connect your agents to 50+ services so they can take real action on your behalf.

Your AI agents can do more than talk. With Tools, they can create tasks, send emails, post to Slack, update spreadsheets, and interact with dozens of external services — all from a single conversation.

Tools turn conversations into actions. Without tools, an agent can only draft text. With tools, it can execute work across your entire stack.

How to Add Tools to an Agent

1. Open the Agents tab and select your agent.

2. Click Edit Agent in the top-right corner.

3. Switch to the Tools tab in the sidebar.

4. Click Add Tool, choose the tool you need, and configure it.

5. Click Update to save.

Each tool has an Enable / Disable toggle so you can turn capabilities on or off without removing them.

Three Ways to Use Agent Tools

Method	How to access	Best for
Project Chat	Open a project > click the chat icon > select your agent	Taking action inside a specific project context
Agent Sidebar	Click the agent panel on the right side of your workspace	Quick actions while you work on something else
Agent Chat	Go to Agents tab > select agent > New Chat	Dedicated conversations with full tool access

Complete Tool Reference

Below is every tool category available to your agents. Each category contains one or more integrations, and each integration exposes specific actions your agent can perform.

Taskade

Tool	Example Actions
Project & Task Management	Create task, update task, complete task, assign task, move task, set due dates, create project

Communication

Tool	Example Actions
Slack	Send message, create channel, add reaction, list channels
Discord	Send message, create channel
Microsoft Teams	Send message, create channel
WhatsApp	Send message
Telegram	Send message

Email

Tool	Example Actions
Gmail	Send email, create draft, find emails, reply to thread
Mailchimp	Create campaign, add subscriber, send email

Google Workspace

Tool	Example Actions
Google Sheets	Insert row, update cell, read data, create spreadsheet
Google Drive	Create file, search files, upload document
Google Calendar	Add event, check availability, update event
Google Docs	Create document, append text
Google Forms	Create form, add question

CRM

Tool	Example Actions
HubSpot	Create contact, update deal, find company, send email, log activity
Apollo	Find contact, enrich lead, send email sequence

E-Commerce

Tool	Example Actions
Shopify	Get product, update inventory, manage orders, look up customer
Stripe	Create payment link, look up charge, manage subscriptions

Social Media

Tool	Example Actions
LinkedIn	Post content, send message
X / Twitter	Post tweet, send direct message
Reddit	Create post, add comment
Facebook	Publish post, manage page content

Developer

Tool	Example Actions
GitHub	Create issue, open pull request, add comment, list repos
HTTP Request	Make GET/POST/PUT/DELETE requests to any API endpoint

Content & Publishing

Tool	Example Actions
WordPress	Create post, update page, publish content
Webflow	Create CMS item, update collection, publish site
RSS	Fetch and parse feed content

Build Custom Agent Tools

You can turn any automation flow into a reusable agent tool. This lets your agent trigger multi-step workflows mid-conversation.

How it works

1. Go to the Automations tab and create a new automation.

2. Choose Agent Tool as the trigger type.

3. Build your automation flow (add actions, conditions, delays).

4. Save the automation.

5. Open your agent > Tools tab > your custom tool now appears in the list.

6. Enable it and click Update.

When you chat with the agent, it can invoke that entire automation flow as a single tool call.

Power-user pattern: Build a "Send proposal" automation that generates a PDF, attaches it to an email, and logs the activity in your CRM — then expose it as a single agent tool. One prompt does it all.

Human in the Loop

Some tools perform external actions (sending emails, posting messages, making payments). For those, you can enable Human in the Loop approval.

When enabled:

1. The agent proposes an action and pauses.

2. You see the action details and can Approve or Reject.

3. The agent only executes the action after your approval.

Recommended for high-stakes actions like sending emails to customers, making payments, or posting to social media. Start with approval enabled and turn it off once you trust the agent's judgment.

Tips for Better Tool Usage

• Mention the tool name in your prompt. Instead of "send a message to the team," say "send a Slack message to #marketing with this update." Explicit tool names help the agent pick the right integration.

• Enable only the tools your agent needs. Fewer tools means less ambiguity and faster responses.

• Combine tools with knowledge. An agent with your product docs as knowledge AND Gmail as a tool can draft accurate customer replies and send them — all in one step.

• Test with Human in the Loop first. Verify the agent picks the right tool and formats actions correctly before giving it full autonomy.

Embed Agents in Websites

Public agents can be embedded on any website, letting visitors interact with your agent without leaving the page.

Two embed methods:

Method	How it works	Best for
JavaScript Widget (recommended)	Add the Taskade embed script and widget tag to your site. Appears as a floating chat bubble in the corner.	Customer support, lead capture, onboarding
iFrame Embed	Embed the full agent chat interface in an <iframe> element.	Dedicated help pages, knowledge base portals

How to set it up:

1. Open your agent and go to the Publish tab.

2. Customize the agent's appearance (name, avatar, welcome message).

3. Switch to the Share tab and enable Public Access.

4. Copy the embed code (JavaScript widget or iFrame).

5. Paste it into your website's HTML.

Tool calling is not supported for public embedded agents. Embedded agents can answer questions and use their knowledge, but cannot execute tool actions (e.g., sending emails or updating spreadsheets). Keep this in mind when designing public-facing agents.

Agent Automation Integration

Agents and automations work together in both directions — agents can trigger automations, and automations can use agents as steps.

Agent as an automation step:

Add an Ask Agent or Run Agent Command action inside any automation workflow. The automation sends a prompt to your agent mid-flow and uses the response in subsequent steps.

Example: A form submission triggers an automation that asks an agent to classify the inquiry, then routes it to the right Slack channel based on the agent's response.

Automation as an agent tool:

1. Create an automation with Agent Tool as the trigger type.

2. Build the workflow (actions, conditions, delays).

3. Open your agent > Tools tab > enable the custom tool.

4. The agent can now invoke the entire automation from a conversation.

Human in the Loop for integration steps:

When an agent triggers an automation that performs external actions (sending emails, making API calls, posting messages), you can require approval before each action executes. The workflow pauses, shows you the proposed action, and waits for you to Approve or Reject.

Start with approval enabled. Once you're confident the agent-automation combination produces correct results, disable approval for faster execution.

Next Steps

• Agent Knowledge & Memory — teach your agent about your business

• AI Agent Teams — combine multiple agents into collaborative teams

• Automation Action & Trigger Reference — full list of automation triggers and actions

• AI Agents Getting Started — create your first agent