Configurable tools — overview

Besides the built-in tools, the assistant can be connected to your own data sources. Administrators set up such configurable tools in the Administration → Configured tools tab; they only appear in chat and for agents afterwards.

Four configurable kinds

Kind	What the assistant does with it	Setup
SQL data source	Run a fixed, parameterized query against a database and use the result as a table.	Set up a SQL data source as a tool
HTTP API	Call a fixed endpoint; the assistant only fills in the parameters.	Set up an HTTP API as a tool
Mailbox	Search, read and (optionally) send from a specific account.	Set up a mailbox as a tool
Folder (desktop)	Search and read (optionally write) within a fixed root folder.	Set up a folder as a tool

How configurable tools are enabled

Per tool, administrators decide via switches whether it is active and where it may be used — in chat and/or for agents. Which tools a user may use is set per user on the Access tab: by default everyone sees every active tool; with Restrict to selected tools only the ticked ones. This applies to direct calls in chat — an agent runs the tools of its own configuration regardless.

Which rights a connection works with in the target system is set at setup time — CompanyWizard can only do what the stored account is allowed to do. → Permissions for connected tools

PII: two switches, two directions

Configured tools exchange data with a target outside CompanyWizard. Each tool therefore has two independent switches — they are easily confused:

• PII exemption — the tool’s results come back unredacted instead of being pseudonymized (direction: inbound).
• Trusted target — the call’s arguments are re-identified, so the target receives original PII (direction: outbound). Off by default.

→ Trusted targets (PII egress) · The PII shield

MCP — the third source

Tools can additionally come from connected MCP servers. That is a separate interface and is described not here but in the concepts and configuration:

• MCP in both directions — what MCP is and which direction it works in
• Admin tab: External tools (MCP) + OAuth · Connect an MCP server