Toolkits¶

The Toolkits menu in the ELITEA platform provides a centralized interface for managing and configuring integrations that power your AI agents. Toolkits extend the capabilities of agents by enabling them to interact with a variety of services—such as project management, version control, testing tools, data processing utilities, and more. This guide walks you through the Toolkits menu, explains how to navigate its features, and describes how to configure available toolkits to best fit your workflows.

What Are Toolkits?¶

Toolkits in ELITEA are modular integrations that connect your agents to external platforms and internal services. Each toolkit provides an interface for configuring connection parameters (like API keys, URLs, or credentials) and setting options specific to the target service. Once configured, toolkits can be assigned to agents, empowering them to automate tasks across different systems and domains.

The Toolkits menu is accessible from the main platform navigation. Upon entering the Toolkits section, you'll see a dashboard listing all available toolkits, along with their configuration status.

Main Elements:

Toolkit Cards: Each card provides a brief description, current status, and toolkit type.
Search and Filter: Quickly locate a toolkit using the search bar or filter by type.
Create Toolkit Button: Use the + Create button to add a new integration or configure an existing one.

Toolkits Dashboard¶

The Toolkits dashboard provides multiple ways to view and manage your toolkits:

View Options

Card View - Visual cards displaying toolkit name, type, and key information. Ideal for browsing and quick identification.
Table View - Organized list format with columns for detailed toolkit information. Better for managing large numbers of toolkits.

Switch between views using the view toggle button in the top-right corner of the dashboard.

Search and Filter

Search Bar - Quickly find toolkits by typing the toolkit name or related keywords
Filter by Type - Filter toolkits by their type/category (e.g., show only GitHub, Jira, or Slack toolkits). Select one or multiple types to narrow down the list.

Pinning Toolkits

Pin frequently used toolkits to keep them at the top of your list for quick access:

Locate the toolkit you want to pin
Click the pin icon (📌) on the toolkit card or in the table row
Pinned toolkits will appear at the top of the list, separated from unpinned ones
Click the pin icon again to unpin the toolkit

Creating a New Toolkit¶

You can add new integrations to the platform by creating a new toolkit through the Toolkits menu.

**How to Create a New Toolkit

Follow these steps to add a new integration to the platform:

Open the Toolkits Menu: Go to the Toolkits section from the main navigation bar.
Click + Create: Find the + Create button at the top right of the sidebar.

Note

Only users with the necessary permissions can create or configure toolkits. If the + Create button is disabled, contact your platform administrator.

Selecting a Toolkit Type

Choose the desired toolkit type from the categorized list. The toolkit types are organized by category to help you quickly find the integration you need. You can also use the search bar to quickly locate a specific toolkit type by name.

Configuring Toolkit Details¶

Once you've selected a toolkit type, you'll need to configure the following fields:

Main Configuration Fields:

Toolkit Name - A clear, descriptive name for your toolkit
Description - A brief description to clarify the toolkit's purpose and usage
Credentials Configuration - (varies by toolkit type) Select or create credentials for the integration
- For toolkits that require credentials (e.g., Jira, GitHub), open the Credentials dropdown and either create new credentials or select an existing one
- For toolkits without credential requirements (e.g., Artifact), configuration fields will be shown directly on the create toolkit page
PgVector Configuration - Select or configure a PgVector connection to enable vector storage capabilities for document indexing and similarity search
Embedding Model - Select an appropriate embedding model configuration to enable text processing and semantic search features
Parameters - (varies by toolkit type) Additional integration-specific parameters such as:
- URLs and endpoints
- Project identifiers
- Custom configuration options
TOOLS - Select which specific tools and actions to enable for this toolkit
- Review available tools carefully and enable only those needed for your use case
- Enabling only necessary tools improves security (principle of least privilege) and optimizes performance
- Make Tools Available by MCP - (optional checkbox) Enable this option to make the selected tools accessible through the external MCP clients to use the toolkit's capabilities

Raw JSON Editing

Advanced users can switch to Raw JSON mode to directly edit the toolkit configuration as JSON. This provides more flexibility for complex configurations and bulk data entry. Toggle between the form view and Raw JSON view using the interface switch.

Vector Search Tools

The tools Index data, List collections, Remove index, Search index, Stepback search index, and Stepback summary index require PgVector configuration and an embedding model. These enable advanced semantic search capabilities across your artifact files. For setup instructions, see AI Configuration.

Saving Your Toolkit

Click Save (top right) to create the toolkit. It will now appear in your toolkits dashboard, where you can access its detailed configuration page to modify settings or adjust tool selection as needed.

Tool Selection

You can modify tool selection at any time by visiting the toolkit's detailed configuration page. This allows you to add or remove tools as your requirements evolve.

Toolkit Categories & Descriptions¶

The platform supports a wide range of toolkits, organized by category. Below is the latest list of categories and available toolkits.

Category	Toolkit Type	Description
Code Repositories	ADO Repos	Azure DevOps repositories
	Bitbucket	Bitbucket code repositories
	GitHub	GitHub code repositories
	GitLab	GitLab code repositories
	GitLab Org	GitLab organization-level integration
Communication	Slack	Slack team messaging and collaboration
Development	Sonar	SonarQube code quality and security analysis
	SQL	SQL database integration and querying
Documentation	ADO Wiki	Azure DevOps wiki and documentation
	Confluence	Confluence wiki and knowledge management
Integrations	OpenAPI	OpenAPI specification integration
Office	PPTX	PowerPoint presentation creation and editing
	SharePoint	SharePoint document management and collaboration
Other	Artifact	Artifact file storage and management
	Custom	Custom toolkit integration
	Figma	Figma design collaboration and prototyping
	Google Places	Google Places location services and information
	Memory	Memory storage and retrieval capabilities
	Postman	Postman API development and testing
	Salesforce	Salesforce CRM integration
	ServiceNow	ServiceNow IT service management
Project Management	ADO Boards	Azure DevOps project boards and work items
	Jira	Jira issue and project tracking
	Rally	Rally agile project management
Test Management	ADO Plans	Azure DevOps test plans and test management
	QTest	QTest test case management
	TestRail	TestRail test case and test run management
	XRAY Cloud	Xray test management for Jira Cloud
	Zephyr Enterprise	Zephyr test management, enterprise edition
	Zephyr Essential	Zephyr test management, essential edition
	Zephyr Scale	Zephyr Scale test management for Jira Cloud
	Zephyr Squad	Zephyr Squad test management for Jira Server
Testing	Browser	Browser automation and web testing
	Carrier	Carrier performance testing platform
	Report Portal	Test reporting, analytics, and dashboards
	TestIO	TestIO crowdsourced testing services

Note

Toolkit availability may evolve. Refer to the platform UI for the most current list.

Managing Toolkit Configuration¶

The toolkit detail page provides a comprehensive interface for configuring, testing, and monitoring your toolkits. Access it by clicking on any toolkit from the Toolkits dashboard. The page is organized into three main tabs, each serving a specific purpose:

Run Tab: Managing and Testing Toolkit¶

The Run tab is the primary interface for configuring toolkit settings, managing tool selection, and testing toolkit functionality in real-time.

How to Edit Toolkit Configuration

On the Run tab, you can:

Edit Toolkit Details: Update the name, description, credentials (API keys, tokens, service URLs), and any custom or advanced options directly in the configuration panel.
Manage Tool Selection: Configure which specific tools are enabled for this toolkit. In the "Tools" section, check only the tools your agent will use. Enabling only necessary tools improves security (principle of least privilege) and optimizes performance.
Update Advanced Configurations: Modify PgVector configuration settings or change embedding model selections to optimize performance or adapt to new requirements.
Save Changes: Click Save to apply your updates. Changes are applied immediately and reflected in the dashboard.
Remove Toolkit: Click the Remove (trash) icon to delete the toolkit. Confirm the removal in the dialog.
Copy Link: Click the copy link icon to copy a direct link to the toolkit’s detailed page—useful for sharing with teammates who have access.
Export and Fork Icons: These icons (currently unavailable) will allow you to export a toolkit’s configuration or create a fork (duplicate) of an existing toolkit in other projects in future releases.

Tool Selection Best Practices

When selecting tools for your toolkit:

Review available tools carefully and enable only those needed for your specific use case
Test each enabled tool using the Test Settings panel to ensure proper functionality
Update tool selection as your requirements change or new tools become available

Make Tools Available by MCP

When configuring toolkit tools, you may see a checkbox labeled Make Tools Available by MCP in the Tools section. This option controls whether the selected tools can be accessed through the Model Context Protocol (MCP) interface.

Purpose: Enables toolkit tools to be exposed and accessible via MCP servers
Location: Appears in the Tools configuration section when selecting toolkit tools
When to Enable:
- You plan to use this toolkit's tools through an MCP server
- You want to make these tools available to external MCP clients
- You're building MCP-based integrations that need access to these tools

Tip

Regularly use the edit function to rotate credentials, update tool selections, or modify toolkit capabilities as your needs change.

Testing Toolkit Functionality

The toolkit configuration page includes a Test Settings panel on the right side that allows you to test toolkit functionality in real-time. For comprehensive testing instructions and best practices, see How to Test Toolkit Tools.

Steps to Test a Toolkit:

Select a Model: Choose the LLM model from the model dropdown (e.g., gpt-4o).
Adjust Model Settings (Optional): Click the Model Settings icon (⚙️) next to the model selector to fine-tune the response generation. The settings vary depending on the selected model: For Reasoning Models (e.g., GPT-5.1):
- Reasoning - Controls the depth of logical thinking and problem-solving with three levels:
  - Low: Fast, surface-level reasoning with concise answers and minimal steps
  - Medium: Balanced reasoning with clear explanations and moderate multi-step thinking (default)
  - High: Deep, thorough reasoning with detailed step-by-step analysis (may be slower)
For Standard Models (e.g., GPT-4o):
- Creativity - Controls response randomness and creativity. Lower values produce more focused and deterministic outputs, while higher values generate more diverse and creative responses with five levels (1-5):
  - 1: Highly focused and deterministic outputs
  - 2: Mostly focused with slight variation
  - 3: Balanced between focus and creativity (default)
  - 4: More varied and creative responses
  - 5: Maximum creativity and diversity
Max Completion Tokens Limits the maximum length of AI responses measured in tokens (roughly 4 characters per token).(All Models):
- Auto (default): System automatically sets the token limit to 4096 tokens
- Custom: Manually set a specific token limit for responses
  - When Custom is selected, you can enter a specific number of maximum tokens
  - The interface shows remaining tokens available after your specified limit
  - Setting too high a value will show an error if it exceeds the model's maximum output tokens
Select Tool: Use the Tool dropdown to choose which toolkit action you want to test.
- Search functionality: Type in the search box to filter available tools
- Tool options: Select from available tools
- Provide Required Parameters (if prompted): Fill in any inputs required by the selected tool.
Execute the tool: Click the RUN TOOL button and review the results in the output area. (The RUN TOOL button appears after selecting a tool.)

Indexes Tab: Managing Toolkit Indexes¶

Toolkits that support document processing and content indexing provide an Indexes tab for managing indexed data. For detailed instructions on using the Indexes tab, see Using Indexes Tab Interface.

Indexes Tab Availability

The Indexes tab is automatically disabled if either of the following requirements are not met:

Index Data tool must be enabled - The Index Data tool must be selected in your toolkit configuration
Project-level configuration required - PgVector and Embedding Model must be properly configured at the project level (see AI Configuration)

Both requirements must be satisfied before the Indexes tab becomes available.

Accessing the Indexes Tab

The Indexes tab is enabled in the toolkit detail page alongside the Run tab when:

The toolkit schema includes indexing tools (such as index_data, search_index, remove_index)
PgVector configuration is set
Embedding Model is configured
index_data tool is selected in the toolkit's tool selection

Using the Indexes Tab

The Indexes tab provides a dedicated interface for:

Creating new indexes: Set up document indexing for the external service
Search indexes: View, configure, and monitor active indexes
Index configuration: Configure indexing parameters specific to each index
Index operations: Execute indexing operations and track their progress
Removing indexes: Delete indexes that are no longer needed

History Tab: Tracking Toolkit Operations¶

The History tab provides a comprehensive log of all operations and activities performed with the toolkit. For detailed instructions on using the History tab, see Toolkit History Tab Guide.

Using the History Tab

The History tab allows you to:

View operation history: Track indexing operations and their status
Monitor toolkit usage: Review when and how the toolkit has been used
Track changes: See configuration changes and updates made to the toolkit
Troubleshoot issues: Analyze past operations to identify and resolve problems
Audit trail: Maintain a record of toolkit activities for compliance and review purposes

¶

Using Toolkits in Your Workflows¶

Once a toolkit is configured, you can use it across different areas of the platform to enhance your workflows:

In Agents

Navigate to the Agents menu.
Select or create an agent.
In the agent's configuration, add the desired toolkit from the list of available toolkits.
Configure any agent-specific toolkit options, if prompted.
Save your agent.

In Pipelines

Navigate to the Pipelines menu.
Select or create a pipeline.
In the pipeline configuration, add the desired toolkit to enable automated workflow steps.
Configure pipeline-specific toolkit parameters as needed.
Save your pipeline.

In Chat

Open a Chat session.
Access the toolkit selector within the chat interface.
Select one or more toolkits to make their capabilities available during the conversation.
Use natural language to interact with the toolkit's features.

Tip

You can use multiple toolkits simultaneously in agents, pipelines, and chat sessions to create powerful, integrated workflows that span multiple services and platforms.

Best Practices¶

Secure Your Credentials

Always use secure tokens or API keys. Never share credentials in public areas.

Test Before Use

Use the Test Settings panel to test toolkit functionality before assigning them to agents.

Keep Toolkits Updated

Update credentials and settings if your external service changes.

Minimal Permissions

Grant only the permissions necessary for the agent's tasks.

Troubleshooting¶

Failed Connection

Double-check credentials, URLs, and network connectivity.

Toolkit Not Appearing

Refresh the toolkits list or verify your permissions.

Agent Cannot Use Toolkit

Ensure the toolkit is configured and assigned to the agent.

Indexes Tab Not Available

If the Indexes tab is disabled in your toolkit:

Verify Index Data tool is enabled - Check your toolkit configuration and ensure the Index Data tool is selected in the Tools section
Check project-level configuration - Confirm that PgVector and Embedding Model are properly configured at the project level in AI Configuration
Save and refresh - After making changes, save your toolkit configuration and refresh the page to see the Indexes tab become available

For further assistance, contact your platform administrator.

Support Contact¶

If you encounter issues not covered in this guide or need additional assistance with toolkit management, please refer to Contact Support for detailed information on how to reach the ELITEA Support Team.

Additional Resources

Explore these related guides to maximize your toolkit usage:

Glossary — Definitions of common terms used across the platform
Credentials — Learn how to create and manage credentials used by toolkits
AI Configuration — Set up embedding models and vector configurations
Secrets Management — Secure credential storage best practices