Skip to main content

Adding and Removing Tools

Once you've created a custom bundle, you can easily add and remove tools through the UI. No coding required!

Overview​

Managing tools in your bundle is simple:

  • Add Tools - Browse available tools and add them to your bundle
  • Remove Tools - Take out tools you don't need
  • Reorder Tools (Coming soon) - Organize tools in your preferred order

All changes take effect immediately - your AI sees the updated tool list right away.

Adding Tools to a Bundle​

Step 1: Open Your Bundle​

  1. Go to Dashboard → Bundles
  2. Click the "My Bundles" tab
  3. Click on your custom bundle

Step 2: Click "Add Tools"​

On the bundle detail page:

  1. Find the "Add Tools" button
  2. Click it
  3. Tool picker modal opens

Step 3: Browse Available Tools​

The tool picker shows all available tools across all providers:

Tool cards display:

  • Tool name - e.g., smartlead_list_campaigns
  • Provider - Which service it uses (e.g., "Smartlead")
  • Description - What the tool does
  • Category badge - Type of tool
  • Already added badge - If already in bundle

Navigation options:

  • Search box - Find tools by name or keyword
  • Filter by provider - See tools from specific services
  • Filter by category - Browse by tool type
  • Sort options - Name, provider, recently added

Step 4: Select Tools​

  1. Click on tool cards to select them
  2. Selected tools highlight (blue border or checkmark)
  3. Selection count shown at bottom: "3 tools selected"
  4. Can select multiple tools at once

Tips:

  • Hold Cmd/Ctrl to select multiple individual tools
  • Shift-click to select a range
  • Click again to deselect

Step 5: Add Selected Tools​

  1. Review your selections
  2. Click "Add Selected Tools" button at bottom
  3. Modal closes
  4. Tools immediately appear in your bundle

Result: New tools are now part of your bundle and available in your AI!

Browsing Tools Efficiently​

Search by Name or Keyword​

Use the search box to find specific tools:

"email" → Shows all email-related tools
"github" → Shows all GitHub tools
"list" → Shows tools that list/fetch data
"create" → Shows tools that create things

Search matches:

  • Tool names
  • Descriptions
  • Provider names
  • Tags

Filter by Provider​

Looking for tools from a specific service?

  1. Click the Provider filter dropdown
  2. Select a provider (e.g., "Smartlead", "Google", "Slack")
  3. Only tools from that provider shown

Useful when:

  • You already have credentials for a provider
  • Want to maximize use of existing connections
  • Building a provider-specific workflow

Filter by Category​

Group tools by what they do:

Popular categories:

  • Communication - Email, messaging, notifications
  • Data Management - CRUD operations, database
  • Analytics - Reports, metrics, insights
  • Content - Text, images, media generation
  • Automation - Workflows, triggers, scheduling

Understanding Tool Information​

Each tool card shows:

Tool Name:

  • Format: provider_action_resource
  • Example: smartlead_list_campaigns

Description:

  • What the tool does
  • What data it returns or creates
  • Any important notes

Provider:

  • Which service the tool connects to
  • Helps you understand credential requirements

Parameters (when expanded):

  • Required inputs
  • Optional inputs
  • Data types
  • Example values

Removing Tools from a Bundle​

Method 1: From Bundle Detail Page​

  1. Go to your bundle detail page
  2. Find the "Tools in Bundle" section
  3. Each tool has an X or Remove button
  4. Click it
  5. Confirm removal
  6. Tool immediately removed

Method 2: From Tool Picker​

  1. Click "Add Tools" button
  2. Tool picker opens
  3. Tools already in bundle show "Added" badge
  4. Click them to deselect
  5. Click "Update Tools" to apply changes

Bulk Removal​

To remove multiple tools at once:

  1. Open tool picker ("Add Tools")
  2. Deselect all tools you want to remove
  3. Click "Update Tools"
  4. All deselected tools removed at once

Faster than removing one by one!

Understanding Tool Dependencies​

Provider Requirements​

Each tool requires a specific provider credential:

Example:

  • smartlead_list_campaigns → Requires Smartlead credential
  • github_list_repos → Requires GitHub credential
  • openai_generate_text → Requires OpenAI credential

When you add a tool:

  • Check which provider it needs
  • Make sure you have credentials connected
  • If not, bundle will show "Partially Operational"

Tools That Work Together​

Some tools are designed to be used together:

CRM workflow:

  1. hubspot_search_contacts - Find contacts
  2. hubspot_update_contact - Update their info
  3. smartlead_add_to_campaign - Add to email campaign

Include complementary tools in your bundles for complete workflows.

Organizing Tools in Your Bundle​

Grouping by Function​

Mentally organize tools into groups:

Data Fetching Tools:

  • list_*
  • get_*
  • search_*
  • fetch_*

Data Creation Tools:

  • create_*
  • add_*
  • send_*
  • post_*

Data Modification Tools:

  • update_*
  • edit_*
  • modify_*
  • patch_*

Data Deletion Tools:

  • delete_*
  • remove_*
  • archive_*

Minimizing Tool Count​

The fewer tools, the better your AI performs:

✅ Do add:

  • Tools you use daily
  • Core workflow tools
  • Tools that complement each other

❌ Don't add:

  • "Might need someday" tools
  • Duplicate functionality
  • Tools you've never used
  • Complex tools you don't understand
tip

The 10-Tool Rule: Try to keep custom bundles under 10 tools for optimal AI performance. Create multiple focused bundles instead of one giant bundle.

Best Practices​

Start Minimal​

For a new bundle:

  1. Add 3-5 essential tools
  2. Use the bundle for a few days
  3. Note which tools you actually use
  4. Add more only if needed
  5. Remove unused tools

Regular Cleanup​

Every month:

  • Review your bundles
  • Remove tools you haven't used
  • Add tools you find yourself needing
  • Consolidate redundant bundles

Test After Changes​

After adding/removing tools:

  1. Go to Bundle Studio
  2. Test new tools to make sure they work
  3. Verify credentials are connected
  4. Try sample API calls

Tool Naming Conventions​

Understanding tool names helps you find what you need:

Common Patterns​

List/Fetch Operations:

  • list_campaigns - Gets multiple items
  • get_campaign - Gets single item
  • search_contacts - Queries/filters items

Create Operations:

  • create_contact - Makes new record
  • add_to_campaign - Adds existing to collection
  • send_email - Initiates action

Update Operations:

  • update_contact - Modifies existing
  • edit_campaign - Changes settings
  • patch_settings - Partial update

Delete Operations:

  • delete_contact - Removes permanently
  • archive_campaign - Soft delete
  • remove_from_campaign - Removes from collection

Provider Prefixes​

Tools are prefixed with provider name:

  • smartlead_* - Smartlead tools
  • github_* - GitHub tools
  • openai_* - OpenAI tools
  • hubspot_* - HubSpot tools

Helps you:

  • Know which credential is needed
  • Group tools by service
  • Understand tool origin

Use Cases​

Use Case 1: Building an Email Campaign Bundle​

Step 1: Create bundle "Email Campaigns"

Step 2: Add core tools:

  • smartlead_list_campaigns
  • smartlead_create_campaign
  • smartlead_add_leads

Step 3: Test and refine:

  • Use for a week
  • Realize you need analytics
  • Add smartlead_get_campaign_stats

Step 4: Remove unused:

  • Never use smartlead_delete_campaign
  • Remove it to simplify

Use Case 2: Developer Productivity Bundle​

Start with:

  • github_list_repos
  • github_create_issue
  • github_list_prs

Expand as needed:

  • Add slack_send_message for notifications
  • Add linear_create_ticket for project management
  • Remove GitHub tools you don't use

Use Case 3: Content Publishing Bundle​

Phase 1 - Content Creation:

  • openai_generate_text
  • dalle_generate_image

Phase 2 - Publishing:

  • Add wordpress_create_post
  • Add twitter_post_tweet
  • Add linkedin_share_post

Phase 3 - Analytics:

  • Add google_analytics_get_stats
  • Remove unused publishing tools

Troubleshooting​

"Tool not found" When Adding​

Cause: Tool was removed from the platform or deprecated.

Fix:

  • Look for similar tools from same provider
  • Check provider documentation for alternatives
  • Contact support for guidance

Added Tools Don't Appear in AI​

Possible causes:

  1. AI not configured

  2. Bundle not enabled

    • Fix: Make sure bundle is enabled in dashboard

  3. Provider not connected

    • Fix: Connect credentials for tool's provider
    • Tool won't work until credentials added

  4. AI needs restart

    • Fix: Quit and reopen your AI client

Tools Grayed Out in Picker​

Meaning: Tool is already in your bundle.

Action: If you don't want it, click it to deselect, then "Update Tools".

"Credential Required" After Adding Tool​

This is normal! New tools often need credentials you haven't connected yet.

Fix:

  1. Note which provider the tool needs
  2. Go to Dashboard → Providers
  3. Find that provider
  4. Connect credentials
  5. Validate
  6. Return to bundle - should show "Operational"

Advanced Tips​

Batch Adding Tools​

Want to add many tools from one provider at once?

  1. Filter by that provider
  2. Select all tools you want (Cmd/Ctrl + Click)
  3. Add them all in one action
  4. Saves time!

Favorite Tools (Coming Soon)​

Future feature:

  • Mark tools as "favorites"
  • Quick-add favorite tools to new bundles
  • Star rating for commonly used tools

Tool Recommendations (Coming Soon)​

Future feature:

  • AI suggests tools based on your workflow
  • "Users with similar bundles also added..."
  • Smart recommendations

Comparing Pre-Made vs. Custom Tool Selection​

AspectPre-Made BundlesCustom Bundles
Tool SelectionFixed, curated setYou choose every tool
Add/RemoveCan't modifyFull control
Setup TimeInstant5-10 minutes
FlexibilityNoneComplete
MaintenanceAuto-updatedYou manage
Best ForStandard workflowsUnique needs

Most users: Use pre-made bundles for common tasks, create custom bundles for specialized workflows.

Next Steps​

Need Help?​