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Documentation Index

Fetch the complete documentation index at: https://docs.getoutbox.ai/llms.txt

Use this file to discover all available pages before exploring further.

Overview

The Tool Library provides ready-made integrations that your AI agents can use during conversations. No coding required—just add the tool, configure the settings, and your agent can book appointments, send messages, fetch data, and more.
How it works: When you add a tool to your agent, it becomes available for the agent to call during conversations. The agent decides when to use each tool based on your prompt instructions.

Built-In Agent Tools

Built-in tools are Outbox-native actions you can attach to an agent without creating a custom webhook or MCP server.

Available Built-In Tools

Use the API to fetch the current list:
GET /agent/tool/builtins/
Or fetch tools in the context of a specific agent:
GET /agent/tool/builtins/{agent_id}/
Response items include the tool key, display name, description, and resolved input schema:
{
  "key": "send_sms",
  "name": "Send SMS",
  "description": "Send an SMS to the current contact or custom phone numbers.",
  "schema": []
}
Current builtin_key values:
[
  "send_sms",
  "send_email",
  "create_opportunity",
  "update_opportunity",
  "update_contact",
  "add_tag",
  "remove_tag",
  "add_to_workflow",
  "remove_from_workflow",
  "book_ai_callback"
]

Attach a Built-In Tool

Built-in tools are attached after the agent is created:
POST /agent/tool/{agent_id}/
{
  "type": "builtin",
  "builtin_key": "send_sms",
  "name": "send_sms",
  "description": "Send an SMS to the current contact.",
  "config": {},
  "is_success": false,
  "is_prerun": false,
  "is_postrun": false
}
builtin_key is the important field. Use config to pre-fill tool inputs so the agent does not need to supply them during the conversation.
Set is_success: true when a successful run of this tool should mark the conversation as successful. The backend returns the attached tool with builtin_key, display_name, and the resolved schema.

Variables vs Configurations

Understanding the difference between variables and configurations is key to using tools effectively.

Variables

Filled by the agent during the conversation The agent gathers this information from the customer and passes it to the tool. Examples: - Customer’s name - Preferred appointment time - Email address - Phone number

Configurations

Preset when you add the tool You configure these once, and they stay the same for every call/chat. Examples: - API keys - Calendar IDs - Default timezone - Integration credentials
Example: When using the “Fetch Free Slots” tool:
  • Configuration: You set the Calendar ID once (which calendar to check)
  • Variables: The agent fills in the start_date and timezone during each conversation

Commonly used tools that work across all industries.
GoHighLevel

GoHighLevel Integration

Tools for integrating with your GoHighLevel CRM and calendars.
Cal.com

Cal.com Integration

Tools for managing appointments with Cal.com calendars.
Cal.com

Cal.com (Legacy)

Legacy tools for managing appointments with Cal.com calendars.

MCP Application Integrations

Connect to 60+ popular applications through MCP application integrations. These applications are available as preset MCP servers—simply authenticate and select which tools you want your agent to access.
How it works: When you add an MCP application integration, you’ll authenticate your account and then choose specific tools/actions from that application. Your agent can then perform those actions during conversations. See the MCP Server section for detailed setup instructions.
AccuLynx

AccuLynx

Using the AccuLynx API, data can be seamlessly exchanged between AccuLynx and other applications for greater efficiency and productivity.
ActiveCampaign

ActiveCampaign

ActiveCampaign is a marketing automation and CRM platform enabling businesses to manage email campaigns, sales pipelines, and customer segmentation to boost engagement and drive growth.
AgencyZoom

AgencyZoom

AgencyZoom is for the P&C insurance agent that’s looking to increase sales, boost retention and analyze agency & producer performance.
Airtable

Airtable

Airtable merges spreadsheet functionality with database power, enabling teams to organize projects, track tasks, and collaborate through customizable views, automation, and integrations for data management.
Apollo

Apollo

Apollo provides CRM and lead generation capabilities, helping businesses discover contacts, manage outreach, and track sales pipelines for consistent customer relationship development.
Asana

Asana

Tool to help teams organize, track, and manage their work.
BambooHR

BambooHR

BambooHR is an American technology company that provides human resources software as a service.
Brevo

Brevo

Brevo is an all-in-one marketing platform that helps businesses grow through email marketing, SMS, chat, and CRM tools.
BILL

BILL

BILL is a leading provider of cloud-based software that simplifies, digitizes, and automates back-office financial processes for small and mid-sized businesses. Our customers come from all industries, ranging from startups to established brands and nonprofits to franchises.
Cal.com

Cal.com

Cal simplifies meeting coordination by providing shareable booking pages, calendar syncing, and availability management to streamline the scheduling process.
CalendarHero

CalendarHero

CalendarHero is a versatile scheduling tool designed to streamline and simplify your calendar management. It integrates seamlessly with your existing calendars, allowing you to efficiently schedule, reschedule, and manage meetings with ease.
Calendly

Calendly

Calendly is an appointment scheduling tool that automates meeting invitations, availability checks, and reminders, helping individuals and teams avoid email back-and-forth.
ClickUp

ClickUp

ClickUp unifies tasks, docs, goals, and chat in a single platform, allowing teams to plan, organize, and collaborate across projects with customizable workflows.
Close

Close

Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.
Composio Search
Composio Search provides comprehensive web search across travel (flights, hotels, events), e-commerce (Amazon, Walmart, shopping), financial markets, news, academic research, images, and location services.
Discord Bot

Discord Bot

Discordbot refers to automated programs on Discord servers, performing tasks like moderation, music playback, and user engagement to enhance community interactions.
Dynamics 365

Dynamics 365

Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform.
Freshdesk

Freshdesk

Freshdesk provides customer support software with ticketing, knowledge base, and automation features for efficient helpdesk operations and better customer experiences.
Gmail

Gmail

Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with other G Suite apps for productivity.
Google Calendar

Google Calendar

Google Calendar is a time management tool providing scheduling features, event reminders, and integration with email and other apps for streamlined organization.
Google Maps

Google Maps

Integrate Google Maps to access location data, geocoding, directions, and mapping services in your application.
Google Sheets

Google Sheets

Google Sheets is a cloud-based spreadsheet tool enabling real-time collaboration, data analysis, and integration with other Google Workspace apps.
Gorgias

Gorgias

Gorgias is a helpdesk and live chat platform specializing in e-commerce, offering automated support, order management, and unified customer communication.
HelpDesk

HelpDesk

HelpDesk is a ticketing system designed to streamline customer support by organizing and managing inquiries efficiently.
HubSpot

HubSpot

HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences.
Intercom

Intercom

Intercom provides live chat, messaging, and customer engagement tools, enabling businesses to drive conversions, handle support, and personalize communication at scale.
Jira

Jira

A tool for bug tracking, issue tracking, and agile project management.
Klaviyo

Klaviyo

Klaviyo is a data-driven email and SMS marketing platform that allows e-commerce brands to deliver targeted messages, track conversions, and scale customer relationships.
Linear

Linear

Linear is a streamlined issue tracking and project planning tool for modern teams, featuring fast workflows, keyboard shortcuts, and GitHub integrations.
Mailchimp

Mailchimp

Mailchimp is an email marketing and automation platform providing campaign templates, audience segmentation, and performance analytics to drive engagement and conversions.
MailerLite

MailerLite

MailerLite is an email marketing service that offers tools for creating and managing email campaigns, automating workflows, and building landing pages.
Microsoft Teams

Microsoft Teams

Microsoft Teams integrates chat, video meetings, and file storage within Microsoft 365, providing virtual collaboration and communication for distributed teams.
Monday.com

Monday.com

monday.com is a customizable work management platform for project planning, collaboration, and automation, supporting agile, sales, marketing, and more.
Notion

Notion

Notion centralizes notes, docs, wikis, and tasks in a unified workspace, letting teams build custom workflows for collaboration and knowledge management.
Outlook

Outlook

Outlook is Microsoft’s email and calendaring platform integrating contacts, tasks, and scheduling, enabling users to manage communications and events in a unified workspace.
PagerDuty

PagerDuty

Integrate PagerDuty to manage incidents, schedules, and alerts directly from your application.
PandaDoc

PandaDoc

PandaDoc offers document creation, e-signatures, and workflow automation, helping sales teams and businesses streamline proposals, contracts, and agreement processes.
Perplexity AI

Perplexity AI

Perplexity AI provides conversational AI models for generating human-like text responses.
Pipedrive

Pipedrive

Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing.
Resend

Resend

The universal API for sending emails.
Salesforce

Salesforce

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth.
ServiceNow

ServiceNow

Servicenow provides IT Service Management Transform service management to boost productivity and maximize ROI. Available Tools: Tools documentation will be added here.
ServiceM8

ServiceM8

ServiceM8 helps field service businesses schedule jobs, send quotes, and manage invoices, offering staff mobile apps and real-time job status tracking.
Shopify

Shopify

Shopify is an e-commerce platform enabling merchants to create online stores, manage products, and process payments with themes, apps, and integrated marketing tools.
Slack

Slack

Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Square

Square

Square is a payments and point-of-sale platform that lets businesses accept payments, manage orders and customers, run loyalty programs, and handle invoicing and team payroll across in-person, online, and mobile channels.
Stripe

Stripe

Stripe offers online payment infrastructure, fraud prevention, and APIs enabling businesses to accept and manage payments globally.
SurveyMonkey

SurveyMonkey

SurveyMonkey is an online survey development platform that enables users to create, distribute, and analyze surveys for various purposes.
Telegram

Telegram

Telegram is a cloud-based messaging app with a focus on security and speed. Build bots to send messages, manage chats, and interact with users.
Trello

Trello

A web-based, kanban-style, list-making application.
WhatsApp

WhatsApp

Enables interaction with customers through the WhatsApp Business API for messaging and automation. Only supports WhatsApp Business accounts, not WhatsApp Personal accounts.
Xero

Xero

Xero is a cloud-based accounting software for small businesses, providing invoicing, bank reconciliation, bookkeeping, and financial reporting in real time.
Zendesk

Zendesk

Zendesk provides customer support software with ticketing, live chat, and knowledge base features, enabling efficient helpdesk operations and customer engagement.
Zoho

Zoho

Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations.
Zoho Bigin

Zoho Bigin

Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management.
Zoom

Zoom

Zoom is a video conferencing and online meeting platform featuring breakout rooms, screen sharing, and integrations with various enterprise tools.
Authentication Required: Most applications require OAuth2 or API key authentication. When you add an application integration, you’ll be guided through the authentication process. Some applications may already be authenticated if you’ve connected them previously.
Granular Tool Selection: After authenticating an application, you can choose which specific tools/actions your agent can access. For example, with Gmail, you might only allow creating draft emails but not sending or reading emails. This gives you fine-grained control over what your agent can do.

How to Add Tools to Your Agent

1

Open Your Agent

Navigate to the Agents tab and select the agent you want to enhance
2

Go to Tools Section

Scroll to the Tools section in the agent editor
3

Click Add Tool

Click Add Tool and choose Tool Library
4

Select a Tool

Browse by category or search for a specific tool by name
5

Configure Settings

Fill in any required Configurations (API keys, calendar IDs, etc.) These are one-time settings that apply to all uses of this tool
6

Update Your Prompt

Add instructions to your prompt telling the agent when to use this tool Example: “When a customer wants to book an appointment, use the Fetch Free Slots tool to show available times, then use Book Appointment to complete the booking.”
7

Save and Test

Save your agent and test the tool integration thoroughly
Add Tool from Library

Best Practices


Troubleshooting


Request New Tools

Don’t see the integration you need?

Request a New Tool

Email us at support@getoutbox.ai with: - The integration name (e.g., “Acuity Scheduling”) - What you need it to do - Links to the API documentation - How many clients would use it Popular requests get prioritized!

Next Steps

Chat Agents

Add tools to your chat agents

Voice Agents

Add tools to your voice agents

GoHighLevel Integration

Connect GoHighLevel to unlock GHL tools

Prompting Guide

Write prompts that use tools effectively