Tools and actions

Tools allow agents to take actions in external systems, such as sending emails, updating CRM records, creating tickets, or posting messages. Realm includes built-in tools and also supports custom integrations via MCP (Model Context Protocol).

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Available tools

Realm includes tools for popular workplace apps: Two tools are available out of the box with no setup required:

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Adding tools to an agent

In the agent editor, navigate to the Tools section to select which tools the agent can use. Only tools that have been enabled by an admin are available.

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Configuring actions

Each tool exposes individual actions, such as “Create Ticket” or “Update Contact”. For each action you can choose: Use Ask for actions that are hard to reverse or that carry risk, such as sending emails or updating records. Ask requires a resumable interaction where you can respond to the confirmation. It works in Realm chat and the external chat API approval flow. In contexts that cannot pause and resume, including sub-agents and automated runs, actions set to Ask are unavailable to the agent rather than run without confirmation.

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Configuring parameters

You can also configure parameters for each action:

• Preset parameters: Lock a parameter to a fixed value. For example, always post messages to a specific Slack channel.
• Hidden parameters: Hide parameters from the model so they cannot be modified or accessed by the agent.

Use preset parameters for stable values that define where an action is allowed to operate, such as a Slack channel, a Google Sheets Spreadsheet ID, or a fixed sheet name. Let the agent fill parameters that depend on the current task, such as the message text, generated cell values, or the row that matched a CRM record. For write actions, preset parameters are a useful guardrail. They keep the agent pointed at the intended system or document while still letting it decide the dynamic parts of the update from the trigger context and its instructions.

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Personal tools

Some tools, such as Gmail, Google Calendar, and Outlook, require each user to connect their own account. These are called personal tools. Users can connect their personal accounts from Settings > Personal integrations. For organization-scoped tools, an admin authenticates once and all users share the same connection.

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Updating Google Sheets

To let an agent update an existing Google Sheet, the Google Sheets tool must be connected and the spreadsheet must be selected with Google Picker. An admin can do this from Agents > Tools or Settings > Tools: Connecting Google Sheets only authorizes the account. The specific spreadsheets must also be picked before agents can update them through the Google Sheets tool.

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Updating Google Docs

Agents can create Google Docs documents, read them, and edit them in place. For routine edits, the agent reads the document, copies the exact wording it wants to change, and replaces it, or appends new text at the end. Everything it did not match, including images, footnotes, tables and formatting, is left exactly as it was. If the text it looks for is not there, nothing changes and the agent is told so. When you explicitly ask for a complete rewrite, the agent can instead replace one tab’s entire content from new Markdown in a single approved action. The agent must provide the complete intended result, not only the changed part. This deletes and recreates the selected tab’s content, so formatting, images, footnotes, suggestions and other structures not represented by the Markdown may be lost. In a document with several tabs, the agent reads every tab and each edit names the tab it applies to, so wording that also appears in another tab is left alone. A replace covers a whole tab including its headers and footers, and the agent sees those in the same read, so it can tell you when a change reaches them. Realm can only write to documents it created itself or that were selected with Google Picker. Editing any other document fails with a permission error, and the agent tells the user which setting to change. An admin can grant access to existing documents from Agents > Tools or Settings > Tools: Documents an agent created itself are already writable and do not need to be picked.