Attach tools

Tools let your assistant fetch live data from your APIs and MCP servers — order status, inventory, bookings, CRM records — instead of guessing from documents alone.

Plan requirements

Tool type	Minimum plan
API Request	Starter
MCP	Standard

Free plan assistants are document-only. Upgrade via Billing → Plans if tools are greyed out.

Attach in the dashboard

Open Assistants → select your assistant → Tools.
Toggle Enable tools.
Check the tools to expose to this assistant (created under Tools in the org menu).
Save and test with questions that require live data.

Each tool must have a linked credential. Create tools first: API Request · MCP.

How tools run at answer time

Smart query understanding (Starter+) routes the message to a tool when appropriate.
Chatevo calls your endpoint with stored credentials — never exposed to the visitor.
JSON returns to the Response Synthesizer; optional result_transform maps data to rich cards.
Widget streams tool_call and tool_result SSE events during execution.

See Tools overview and Message flow.

Choosing tools per assistant

Attach only what that assistant needs:

Support bot — order lookup + ticket create
Sales bot — product catalog + availability
Internal bot — HR API with confidential KB classification

Over-attaching tools increases mis-routing risk. Use clear tool names and descriptions when creating them.

Execution settings

Per-tool options affect behavior:

Strict parameters — block calls with missing params
Execution mode — sync vs background
Status notifications — progress text in the widget

Troubleshooting

Symptom	Check
Tool never called	Smart query tier, tool description, master prompt
401 errors	Credential rotation
Empty cards	result_transform mapping

See Tool troubleshooting and Execution logs.