Toolsets Overview

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Novaplan AI Toolsets

Give your AI agents the ability to interact with external applications

What are Toolsets?

Toolsets are collections of tools that enable AI agents to perform actions in external applications. Each toolset provides a set of actions (tools) that agents can use to read data, create content, and perform operations in connected services. Use Toolsets when you want agents to take action on data — sending emails, creating tickets, updating documents, or modifying content in external services. Key characteristics:

Direct API access - Use the read or write actions that a configured toolset actually provides
Action-oriented - For example, send emails, create tickets, or query a database
Toolset-specific authentication - OAuth, user credentials, or another method depending on the service
Execution on invocation - Actions run when agents call the relevant tool

Unlike Connectors (which index data for querying and search), Toolsets provide real-time API access for performing actions.

Need to search or query through documents or emails? You need Connectors instead. Connectors index data for knowledge retrieval, while Toolsets enable actions.

When you want to use both Connector and Toolset: In the Agent Builder add nodes from Knowledge (Collections, API Apps) for document search and context retrieval, and add nodes from Tools for performing actions. Connect both to your Agent Core so the agent can search context and take action in the same conversation.

Feature	Connectors	Toolsets
Purpose	Sync and index data for search	Perform actions via API
Data Flow	Import into the search index	Direct API call; read or write depends on the tool
Use Case	Query/search data	Actions on data
Real-time	Periodic sync	Instant API calls

Available Toolsets

Tool counts come from the toolsets themselves. Every agent also gets a set of built-in capabilities it did not have to be given. They do not appear under Workspace settings → Actions and there is nothing to configure. They are listed here so you know what an agent can already do before you attach anything.

Built-in capability	What the agent can do	Tools
Artifact Manager	Save and retrieve versioned output	6
Internal Tools	Ask the user a structured question with options	1
Calculator	Arithmetic and working-day date maths	5
Image Generator	Generate or edit an image from a prompt	1

Two of these change how you write a prompt. Calculator exists because language models are unreliable at arithmetic, so an agent that must produce exact numbers should be told to use it. Image Generator needs an image model configured under Workspace Settings → AI Models → Image Generation before it will work. One more is added only when the agent has knowledge attached to it. Knowledge Graph (4 tools) lets the agent search indexed content and walk the structure it sits in. An agent with no knowledge sources does not get it, because there would be nothing to search.

Agents can run code. When code execution is enabled — which it is by default — an agent gets run_code, install_packages and read_sandbox_file, letting it execute Python, TypeScript and SQL in an isolated sandbox. Ask Novaplan Support which code-execution controls are available for your managed workspace before enabling an agent that can run code.These are not toolsets you attach, and they are not the coding_sandbox or database_sandbox entries in the repository — those are always excluded from agents in favour of run_code.

Everything below is a catalogue toolset: you authorise it under Actions and then attach it to an agent from the Tools panel.

Google Workspace

Toolset	What agents can do	Tools
Gmail	Read, send, and reply to email	7
Calendar	Create and manage calendar events	7
Drive	Find, read, and manage files	8

Microsoft 365

Toolset	What agents can do	Tools
Outlook	Send email and manage the calendar	19
OneDrive	Find, read, and manage files	21
SharePoint	Sites, lists, and documents	19
Teams	Channels, chats, and meetings	34

Atlassian

Toolset	What agents can do	Tools
Jira	Issues, comments, and transitions	15
Jira Data Center	Self-hosted Jira	13
Confluence	Pages, comments, and attachments	16
Confluence Data Center	Self-hosted Confluence	15

Work and customer systems

Toolset	What agents can do	Tools
GitHub	Repositories, issues, and pull requests	23
ClickUp	Tasks, docs, and checklists	26
Slack	Messages, channels, and threads	37
Zoom	Meetings and contacts	13
Salesforce	Records, cases, and SOQL queries	30
Lumos	Access requests and app permissions	26

Databases

Toolset	What agents can do	Tools
MariaDB	Query tables and inspect schemas	5
Redshift	Query tables and inspect schemas	8

That is 19 catalogue toolsets carrying 342 tools that you authorise and attach, on top of the built-in capabilities above.

Two kinds of toolset are deliberately absent from Actions, for different reasons.Internal toolsets — the first group above — are excluded by design. They are attached to every agent already, so there is nothing to configure.Unreleased implementations — Notion, Linear, GitLab, Dropbox, Box, S3, Zendesk and others — exist in the repository but are commented out of the toolset discovery list, so they are not loaded and cannot be added to an agent yet.

Configuring Toolsets

Step 1: Open Actions

Go to Workspace settings → Actions. Team-wide toolsets live there and require an administrator; your own live under Your Actions, which filters by All, Authenticated and Not authenticated rather than by configuration state.

Step 2: Browse Available Toolsets

The Actions page filters by configuration state:

All - every toolset in the catalogue
Configured - the ones already set up
Not configured - the ones still to authorise

Step 3: Configure a Toolset

Find the toolset you want to configure under the Not configured filter
Click the “Configure” button on the toolset card
The Configuration Dialog will open

Step 4: Authenticate

Follow the authentication flow for the toolset:

Enter the required credentials in the configuration dialog (e.g., Client ID and Client Secret, or Username and Password)
Click “Authenticate”
For OAuth toolsets, a popup window opens for authorization
Grant the requested permissions (OAuth flow)
You’ll be redirected back to Novaplan AI with authentication confirmed

Each toolset may have different authentication requirements. See individual toolset documentation for specific setup steps and credentials needed.

Step 5: Verify Configuration

Once configured, the toolset will appear under the Configured filter with an “Authenticated” status.

Managing Toolset Configuration

You can manage your toolset by clicking on it under the Configured filter to open the configuration dialog. Available actions:

Update Configuration - Modify credentials or settings
Reauthenticate - Refresh authentication if it expires or encounters issues
Delete - Remove the toolset configuration entirely

Using Toolsets in Agents

Once a toolset is configured, it becomes available in the Agent Builder:

Open the Agent Builder (create new or edit existing agent)
In the left sidebar, expand the “Tools” section
Find your configured toolset and drag it onto the canvas
Connect it to your agent flow

A toolset must be authenticated before an agent can use it. If it cannot be added, check its configuration and authentication status under Workspace settings → Actions or Your Actions, as appropriate.

Authentication Types

OAuth 2.0

OAuth 2.0 is the recommended authentication method for most toolsets. It provides:

Provider authorization - Users sign in with the external provider; the toolset receives OAuth tokens rather than the user’s provider password
Automatic token refresh - Tokens are refreshed automatically
Scope review - Check the actual permissions requested by the toolset before granting access
User authorization - Users explicitly grant access

Requirements:

Create an OAuth application in the service’s developer console
Configure redirect URI (provided by Novaplan AI)
Obtain Client ID and Client Secret

Basic Auth

Basic Auth is used by toolsets like MariaDB. It works as follows:

Per-user credentials - Each user enters their own database username and password in the personal authentication flow; do not share one database login
Admin and user separation - Admin creates the shared toolset instance; users authenticate their own accounts
Storage and access controls - Confirm how the deployed workspace protects personal credentials with Novaplan before connecting sensitive data

Requirements:

Admin creates the toolset instance (host, port, database)
Each user provides valid username and password for that data source

Frequently Asked Questions

What's the difference between Connectors and Toolsets?

Aspect	Connectors	Toolsets
Purpose	Sync and index data for search	Enable agents to perform actions
Data Flow	Import data into the search index	Direct API calls; available read and write actions vary
When to Use	Query/search data	Perform actions on data

Example: Use a Gmail Connector to index and search your email history. Use a Gmail Toolset to send new emails through an agent.

When should I use a Connector vs a Toolset?

Connector — Use when you need document context search: connectors sync and index your documents, emails, and pages so your assistant can find and use that context, and they do not perform actions.Toolset — When you need actions: create or update content, send messages, or run analytical queries (e.g. JQL, CQL, reports).Quick takeaway: Search & context → Connector. Actions → Toolset.

Where do I find the callback URL to add in the OAuth app?

The callback URL is displayed in Novaplan AI when configuring a toolset:

Go to Workspace settings → Actions or Your Actions, as appropriate
Click “Configure” on the toolset you want to set up
Copy the Redirect URI shown in the dialog
Add it to your OAuth app’s allowed redirect URIs in the service’s developer console

The callback URL must match exactly between Novaplan AI and the OAuth app for authentication to succeed.

What OAuth scopes do Toolsets require?

Different toolsets request different permissions. A read-only database query does not need the same rights as a tool that changes or deletes content:

Read permissions - Access existing data (messages, tickets, files)
Write permissions - Create and update content (send emails, create tickets)
Delete permissions - Remove items (delete messages, delete comment)

Check the individual toolset page and the permissions shown by the provider during authorization. Some accessible implementations request broader scopes than their listed tools appear to use; ask Novaplan to confirm the permissions required by the deployed workspace before approving them.

Why can't I drag and use a Toolset in Agent Builder?

Toolsets appear in the Agent Builder but can only be used after authentication:

Check Workspace settings → Actions or Your Actions for the authentication status
If not “Authenticated”, click “Configure” and complete the OAuth flow
If expired, click “Reauthenticate”
Return to Agent Builder and the toolset will be available to drag and connect

Unauthenticated toolsets are visible but cannot be added to agents.

Next Steps

Create an Agent

Build an agent using your configured toolsets

Jira Toolset

Popular toolset for issue tracking

Welcome To Novaplan AI

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Additional Resources

What are Toolsets?