From 378097b9d25c1d5c2fdefac2c5be7866c4c450c0 Mon Sep 17 00:00:00 2001 From: "claude[bot]" <41898282+claude[bot]@users.noreply.github.com> Date: Thu, 11 Jun 2026 03:21:13 +0000 Subject: [PATCH] docs(TSP-1287): document Edit tool button in workforce agent modal Add "Managing tools in agent configuration" and "Managing tools in your workforce" sections documenting the new Edit tool button alongside other tool actions (disable, duplicate, swap, delete). Include warning guidance for shared tools and cross-references to the editing shared tools docs. Co-Authored-By: Claude Sonnet 4.6 --- .../build-an-ai-workforce/add-tools.mdx | 26 +++++++++++++++++++ .../agent-to-tool-configuration.mdx | 26 +++++++++++++++++++ 2 files changed, 52 insertions(+) diff --git a/build/workforces/build-an-ai-workforce/add-tools.mdx b/build/workforces/build-an-ai-workforce/add-tools.mdx index 6b680113..831a508c 100644 --- a/build/workforces/build-an-ai-workforce/add-tools.mdx +++ b/build/workforces/build-an-ai-workforce/add-tools.mdx @@ -48,6 +48,30 @@ One of the most powerful features of the Workforce Builder is the ability to con For example, you might connect a tool that sends an email to another tool that summarizes responses, creating an automated follow-up workflow. +## Managing tools in your workforce + +Once tools are added to your workforce, you can manage them directly from the agent node configuration panel. + +### Accessing tool management + +1. Click on an agent node to open the configuration panel +2. In the right sidebar, navigate to the **Tools** section +3. Each listed tool shows a set of available actions + +### Available tool actions + +- **Edit tool**: Opens the tool builder to modify the tool's code, steps, and configuration. This gives you quick access without leaving the workforce context. +- **Disable**: Temporarily prevents the agent from using the tool without removing the connection +- **Duplicate**: Creates a copy of the tool in your project +- **Swap**: Replaces the tool with a different one while preserving the connection configuration +- **Delete**: Removes the tool and its connection from the agent + +### Editing shared tools + +When you click **Edit tool** for a tool used by multiple agents, a warning banner appears in the tool editor showing how many agents are affected. + +If you need agent-specific modifications, clone the tool first to avoid changing behavior for other agents. See [Editing shared tools](/build/tools/create-a-tool#editing-shared-tools) for details on the cloning workflow. + ## Edge Settings for Tool Connections When connecting tools in your Workforce, you can configure the following edge settings: @@ -95,6 +119,8 @@ To get the most out of tools in your Workforce: 3. **Document connections**: Use the description fields to explain how tools should work together 4. **Test thoroughly**: Before deploying, test your tool connections with various inputs 5. **Monitor performance**: Regularly review how your tools are performing and refine as needed +6. **Use Edit tool for quick modifications**: Click **Edit tool** from an agent's **Tools** section to open the tool builder directly within the workforce context, without navigating away +7. **Clone before editing shared tools**: If you need agent-specific changes to a tool used by multiple agents, clone the tool first — editing a shared tool affects all agents using it ## Related Features diff --git a/build/workforces/workforce-features/agent-to-tool-configuration.mdx b/build/workforces/workforce-features/agent-to-tool-configuration.mdx index 98f68379..f36edb04 100644 --- a/build/workforces/workforce-features/agent-to-tool-configuration.mdx +++ b/build/workforces/workforce-features/agent-to-tool-configuration.mdx @@ -22,6 +22,28 @@ To configure an Agent to Tool connection in your workforce: 3. Click and drag from the agent's output connector to the input connector of your desired tool 4. Once connected, click on the connecting line (edge) to access configuration settings +## Managing tools in agent configuration + +Once tools are connected to an agent, you can manage them from the agent configuration panel. + +### Accessing tool management + +1. Open your workforce in the Workforce interface +2. Click on the agent node to open the configuration panel +3. Navigate to the **Tools** section in the right sidebar + +### Available tool actions + +For each tool listed in the configuration panel, you can: + +- **Edit tool**: Opens the tool builder where you can modify the tool's code, steps, and configuration without leaving the workforce context +- **Disable**: Temporarily prevents the agent from using the tool without removing the connection +- **Duplicate**: Creates a copy of the tool +- **Swap**: Replaces the current tool with a different one while preserving the connection configuration +- **Delete**: Removes the tool connection from the agent + +When you click Edit tool for a tool shared by multiple agents, a warning banner appears in the tool editor showing how many agents are affected. Clone the tool first if you want changes that only apply to this specific agent. See [Editing shared tools](/build/tools/create-a-tool#editing-shared-tools) for details. + ## Configuration Options ### Connection type @@ -97,6 +119,10 @@ Consider how tool connections affect the overall workflow: - Set appropriate "Max auto runs" limits - Make instructions more specific about when to use the tool - Consider changing to "Approval required" mode temporarily +4. **Tool needs modification** + - Click on the agent node and navigate to the **Tools** section in the configuration panel + - Click **Edit tool** next to the relevant tool to open the tool builder + - Update the tool's code, steps, or configuration as needed, then save your changes ## Advanced Agent to Tool Configurations