How to create a Custom Tool? Follow

Custom Tools allow you to create custom actions using code when the available Salesmate actions or connectors do not meet your requirements. They can be used with AI Agents and Skills.

Topics Covered

• How to manage your Custom Tools
• How to configure a new Custom Tool
• How to edit an existing Custom Tool
• Steps to Delete a Custom Tool

How to manage your Custom Tools

• Navigate to Team Agents from the left-hand panel.
• Click Team Agents.

• Under Extensions, click Custom Tools.

You’ll see a list of tools (if any exist) with the following columns:

• Tool Name: Name of the tool for identification 

• Description: A summary of the function’s purpose.

• Status: Indicates if the tool is Ready to Use, Failed, or In Progress.

  • Hover over the error icon to view error details if the status is Failed.

• Default Policy
  • Allow: The Custom Tool can run without approval.
  • Requires Approval: Approval is required before the Custom Tool runs.
  • Disabled: The Custom Tool cannot be used.

• Last Modified By: The user who last updated the function.

• Last Modified Date: When the function was last modified.

How to configure a new Custom Tool

• Click Create Tool.

The Tool Editor opens, divided into:

• Left Panel: Code editor

• Right Panel: Configuration panel.

• Display Name: Enter the name of the Custom Tool.
• Description: Enter a description of what the Custom Tool does.

• Thumbnail Image:

  • Supports .png, .jpeg, .jpg under 1 MB.

  • Appears in selection lists where this tool is referenced.

• Default Policy
  • Allow: The Custom Tool can run without approval.
  • Requires Approval: Approval is required before the Custom Tool runs.
  • Disabled: The Custom Tool cannot be used.

Input Variables:

• Variable Name: Used within the tool code.

• Description: Details about the expected input.

• Click + Add to add multiple inputs.

Output Variables: 

• Variable Name: Identifier variable for the output.
• Description: Details about the expected output.

• Click + Add to define more outputs.

Writing Tool Logic:

• Use the left-side code editor to write your tool using the supported language.

• Choose from:

  • Primary runtime (first launch): Node.js 22

  • Monaco Editor supports (for syntax): JavaScript, Python, Go, PHP, HTML, CSS, Java, C++, etc.

Once all the required details are added, save the Custom Tool.

To edit an existing Custom Tool

• Navigate to Team Agents > Team Agents > Custom Tools.

• Click the tool name or hover and select Hit Action.

• Make the required changes.
• Save the Custom Tool.

Steps to Delete a Custom Tool

• Navigate to Team Agents > Team Agents > Custom Tools.

• Find the tool you wish to delete.

• Click Delete.
• Confirm the deletion.