Overview
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 integrations via MCP (Model Context Protocol). In the Agent editor, you can control which Tools an Agent can use and configure how each action behaves.Configuring Actions
For each action you can choose:On
The Agent can run the action automatically
Ask
The Agent must request user confirmation before running the action
Off
The Agent cannot use the action
Action 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.
Supported Tools
Realm supports a growing list of native tools:| Tool | Example Actions |
|---|---|
| HubSpot | Update deals, create contacts, log activities |
| Salesforce | Update opportunities, create tasks, modify records |
| Gmail | Draft emails, send messages |
| Google Calendar | Create events, check availability |
| Outlook | Draft emails, manage calendar |
| Slack | Send messages, create channels |
| Freshdesk | Update tickets, add comments |
| GitHub | Create issues, add comments |
MCP Integration
You can also connect Agents with virtually any application that offers a Model Context Protocol (MCP) server, extending capabilities beyond the native integrations.Authentication Methods
Admins can configure how tools are authenticated:Organization Authentication
Uses a single set of administrator-provided credentials shared across all users. Typically used for tools where data is public or accessed via a service account.
Personal Authentication
Each user connects their own account via OAuth before using the Agent. Ensures actions adhere to the individual user’s native permissions.
Example Workflows
Sales Follow-up
Sales Follow-up
Agent receives a deal update trigger, searches for relevant information, drafts a follow-up email in Gmail, and updates the deal stage in HubSpot.
Support Ticket Resolution
Support Ticket Resolution
Agent receives a new ticket, searches knowledge base, drafts a response, and updates ticket status in Freshdesk.
Meeting Preparation
Meeting Preparation
Agent triggered before a meeting, gathers relevant documents, creates a summary, and sends to Google Calendar event.
Security Considerations
Next Steps
Triggers
Run Agents automatically on a schedule or in response to events
Creating Agents
Step-by-step guide to creating your own Agent