> ## Documentation Index
> Fetch the complete documentation index at: https://docs.withrealm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tools and actions

> Enable Agents to take actions in external systems

## 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:

<CardGroup cols={3}>
  <Card title="On" icon="check">
    The Agent can run the action automatically
  </Card>

  <Card title="Ask" icon="hand">
    The Agent must request user confirmation before running the action
  </Card>

  <Card title="Off" icon="xmark">
    The Agent cannot use the action
  </Card>
</CardGroup>

## 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                          |
| **Microsoft 365**   | Create and update files in OneDrive, SharePoint, and Excel |
| **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:

<CardGroup cols={2}>
  <Card title="Organization Authentication" icon="building">
    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.
  </Card>

  <Card title="Personal Authentication" icon="user">
    Each user connects their own account via OAuth before using the Agent. Ensures actions adhere to the individual user's native permissions.
  </Card>
</CardGroup>

## Example Workflows

<AccordionGroup>
  <Accordion title="Sales Follow-up" icon="handshake">
    Agent receives a deal update trigger, searches for relevant information, drafts a follow-up email in Gmail, and updates the deal stage in HubSpot.
  </Accordion>

  <Accordion title="Support Ticket Resolution" icon="ticket">
    Agent receives a new ticket, searches knowledge base, drafts a response, and updates ticket status in Freshdesk.
  </Accordion>

  <Accordion title="Meeting Preparation" icon="calendar">
    Agent triggered before a meeting, gathers relevant documents, creates a summary, and sends to Google Calendar event.
  </Accordion>
</AccordionGroup>

## Security Considerations

<Warning>
  Agents with Tools & Actions can make changes to your connected systems. Always:

  * Review what actions an Agent can perform before enabling it
  * Test thoroughly in a safe environment
  * Monitor Agent activity for unexpected behavior
</Warning>

## Next Steps

<CardGroup cols={2}>
  <Card title="Triggers" icon="bolt" href="/agents/triggers">
    Run Agents automatically on a schedule or in response to events
  </Card>

  <Card title="Creating Agents" icon="plus" href="/agents/creating-agents">
    Step-by-step guide to creating your own Agent
  </Card>
</CardGroup>