- Add a new custom app
- Create custom tool actions
- Define dynamic input variables
- Test API actions
- Embed and use tools inside your AI agent
Step 1: Add New Integration
If your app is not available in the marketplace, you can create a custom tool.
Steps:
- Open Agent Builder
- Click the Tool Library
- Click Add New Integration
- Enter the following:
| Field | Description |
|---|---|
| App/Integration name | Name of the external app (e.g., Calendly, Custom CRM) |
| Description (Optional) | Description of the tool |

Step 2: Configure Authentication
Before creating actions, configure authentication based on the app’s API.
- Click the app or custom tool that you want to configure authentication for.
- Click Configure Authentication
- Select the required Auth Type
- Enter credentials
- Click Submit Authentication

For detailed instructions on authentication types and configuration steps, refer to this How to Configure Authentication
2. Using the API
Create an integration programmatically using the Integrations API.Field descriptions
| Field | Required | Description |
|---|---|---|
| name | required | Human-readable name for the integration (e.g. Stripe, HubSpot CRM) |
| description | optional | Short description of what this integration connects to |
integrationId. Save it — every subsequent auth and tool call requires it.