Documentation Index
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Overview
Key Features:- Token Optimization: Reduces token usage by up to 90% when using many toolkits
- Meta-Tool Architecture: Uses intelligent proxy tools (
get_tool_schemaandinvoke_tool) to access all functionality - Dynamic Tool Loading: Tools are loaded on-demand rather than pre-bound to the LLM
- Transparent Operation: Works seamlessly without changing user experience
- Toolkit Organization: Maintains toolkit structure for efficient tool discovery and invocation
Prerequisites
- Permission Level: User role with conversation or agent edit access
- Toolkit Configuration: At least one toolkit configured (benefit increases with more toolkits)
- Use Case: Recommended when using 5+ toolkits
How It Works
Traditional Approach vs Smart Tools Selection| Aspect | Traditional Approach | Smart Tools Selection (Lazy Loading) |
|---|---|---|
| Tool Binding | All tools from all configured toolkits bound directly to LLM | Only 2 meta-tools bound: get_tool_schema and invoke_tool |
| Schema Transmission | Each tool’s full schema sent in every request | Compressed toolkit index included in system prompt |
| Tool Loading | All tools pre-loaded upfront | Tools loaded on-demand when needed |
| Example (50 toolkits) | 50 toolkits × 10 tools avg = 500 tool definitions | 2 meta-tools + compressed index |
| Estimated Token Usage | ~150,000 tokens per request | ~2,600 tokens per request |
| Token Savings | Baseline | ~97% reduction |
| Meta-Tool | Purpose | Functionality |
|---|---|---|
get_tool_schema(toolkit, tool) | Schema Retrieval | Retrieves the parameter schema for a specific tool before invocation • Returns tool description and required/optional parameters • Enables the assistant to understand how to use any tool |
invoke_tool(toolkit, tool, arguments) | Tool Execution | Executes any tool from any configured toolkit • Accepts toolkit name, tool name, and JSON arguments • Returns tool execution results |
- Toolkit Discovery: Assistant reviews the toolkit index and identifies the GitHub toolkit
- Schema Retrieval: Assistant calls
get_tool_schema(toolkit="github", tool="create_issue") - Schema Response: System returns parameter requirements (title, body, repository, etc.)
- Tool Invocation: Assistant calls
invoke_tool(toolkit="github", tool="create_issue", arguments={"title": "Bug Report", "body": "...", "repository": "myrepo"}) - Result: Issue is created and confirmation is returned to the user
Enabling Smart Tools Selection in Conversations
Enable Smart Tools Selection for token-optimized conversations.- Navigate to your conversation.
- Locate the chat input toolbar at the bottom of the screen.
- Click the Internal Tools icon (value icon) next to the attachment button.
- In the popup, find Smart Tools Selection in the list.
- Click the toggle switch next to “Smart Tools Selection” to enable it.
- Once enabled, a success toast notification appears: “Internal tools configuration updated” and the configuration is saved to the conversation metadata.
- Click anywhere outside the popup to close it.

Enabling Smart Tools Selection in Agent Configuration
Configure Smart Tools Selection as part of an agent’s default configuration.- Navigate to Agents in the main menu.
- Select the agent you want to configure or create a new agent.
- On the Configuration tab, scroll down to the TOOLKITS section.
- Within the TOOLKITS section, locate the INTERNAL TOOLS subsection.
- Find the Smart Tools Selection toggle. If it is not visible, click Show all to expand the full list of internal tools.
- Click the Smart Tools Selection toggle to enable it.
- Click Save at the top of the configuration page to persist the change.
- New conversations created with this agent will have Smart Tools Selection enabled by default.

Using Smart Tools Selection
Once enabled, Smart Tools Selection works transparently in the background. The assistant automatically uses meta-tools to access toolkit functionality without any changes to how you interact with the conversation.What Happens Behind the Scenes
- Toolkit Index Generation: The system generates a compressed index of all available toolkits and their tools
- Meta-Tool Binding: Only
get_tool_schemaandinvoke_toolare bound to the LLM instead of all individual tools - On-Demand Loading: When the assistant needs a tool, it:
- Checks the toolkit index to find the appropriate toolkit
- Calls
get_tool_schemato understand the tool’s parameters - Calls
invoke_toolto execute the tool with proper arguments
- Transparent Results: Tool results are returned normally, maintaining the same user experience
Example Scenarios
QA Testing Coordinator
QA Testing Coordinator
- TestRail (test case management)
- Xray (Jira test management)
- GitHub (2 repositories for test automation)
- Slack (team communication)
- Artifact storage (test results)
- Total: 6 toolkits, ~85 tools
Find all failed test cases from yesterday's regression suite in TestRail, check if there are existing bugs in Xray for these failures, and create GitHub issues for any new defects
Smart Tools Selection allows the agent to seamlessly query TestRail, cross-reference with Xray, and create GitHub issues—all while keeping token usage minimal despite having access to multiple test management platforms.Multi-Client Services Agency
Multi-Client Services Agency
- 5 GitHub repositories (one per client)
- 5 Jira projects (one per client)
- 1 Confluence space (internal documentation)
- 1 Slack workspace (internal communication)
- Total: 12 toolkits, ~160 tools
- All 160 tools bound = ~48,000 tokens
- Costly for per-client conversations
- 2 meta-tools + index
- ~4,000 tokens per request
- 92% token reduction
Check the status of Client A's payment feature PR, update Client B's sprint board with completed stories, and document the deployment process in our internal wiki
The agent can work across multiple client repositories and projects efficiently, with the assistant only loading the specific tools needed for each client when required.Documentation Hub Agent
Documentation Hub Agent
- 3 Confluence spaces (product docs, internal wiki, knowledge base)
- 2 GitHub repositories (docs-as-code projects)
- SharePoint (legacy documentation)
- Artifact storage (documentation assets)
- Total: 7 toolkits, ~95 tools
Search all documentation sources for references to the old API endpoint, update them with the new endpoint, and create a migration guide in the product documentation space
Smart Tools Selection enables efficient cross-platform documentation searches and updates without the overhead of binding nearly 100 documentation-related tools.Performance Considerations
- Maximum benefit when agents have numerous toolkits configured. Token savings scale linearly with toolkit count—the more toolkits, the greater the savings.
- Ideal for agents that orchestrate work across multiple systems (e.g., GitHub + Jira + Confluence + Slack). Each additional platform increases the value of lazy loading.
- Agents managing multiple instances of the same service (e.g., 10 different GitHub repositories, multiple Jira projects) benefit from reduced token overhead while maintaining access to all instances.
Token Savings Calculator
Use the following guidelines to estimate token savings:| Toolkit Count | Tools (avg) | Traditional Tokens | Smart Tools Tokens | Savings | % Saved |
|---|---|---|---|---|---|
| 5 toolkits | 50 tools | 15,000 | 2,200 | 12,800 | 85% |
| 10 toolkits | 100 tools | 30,000 | 2,800 | 27,200 | 91% |
| 20 toolkits | 200 tools | 60,000 | 3,500 | 56,500 | 94% |
| 50 toolkits | 500 tools | 150,000 | 5,000 | 145,000 | 97% |
Best Practices
Enable for agents with 5+ toolkits
Enable for agents with 5+ toolkits
Use descriptive toolkit names for multi-instance configurations
Use descriptive toolkit names for multi-instance configurations
github_frontend, github_backend, github_docs rather than generic names.Leverage schema reuse across toolkit instances
Leverage schema reuse across toolkit instances
get_tool_schema once to learn a tool’s parameters, then reuses that knowledge across all instances by changing only the toolkit name in invoke_tool calls.Monitor and validate token savings
Monitor and validate token savings
Test before deploying to production
Test before deploying to production
Combine with other internal tools
Combine with other internal tools
Configure only necessary toolkits
Configure only necessary toolkits
Consider latency requirements
Consider latency requirements
Troubleshooting
Tools not being invoked
Tools not being invoked
- Smart Tools Selection not properly enabled
- Meta-tools not accessible to the assistant
- Toolkit index not generated
- Verify Smart Tools Selection is enabled in the Internal Tools popup or agent configuration
- Check conversation logs for meta-tool calls (
get_tool_schema,invoke_tool) - Try disabling and re-enabling Smart Tools Selection
- If issues persist, disable Smart Tools Selection and use traditional tool binding
Increased latency
Increased latency
- Additional meta-tool calls add minor overhead
- Multiple schema lookups for complex workflows
- This is expected behavior - Smart Tools Selection trades minimal latency for significant token savings
- For latency-critical single-toolkit use cases, consider disabling Smart Tools Selection
- Latency overhead is typically 1-2 seconds per tool invocation
- The assistant caches schema knowledge within a conversation, reducing repeat lookups
Tool not found errors
Tool not found errors
- Incorrect toolkit name in invocation
- Tool not available in specified toolkit
- Toolkit index not properly synchronized
- The assistant receives detailed error messages with available toolkits and tools
- Error responses include suggestions for correct toolkit/tool names
- The assistant can self-correct by using the provided information
- If errors persist, verify toolkit configuration in agent settings
Higher token usage than expected
Higher token usage than expected
- Using single or few toolkits (limited benefit)
- Frequent schema lookups for different tools
- Very long conversation history
- Verify you have 5+ toolkits configured for meaningful savings
- Review conversation to ensure meta-tools are being used
- Consider disabling for single-toolkit use cases
- Token savings are most significant in the system prompt, not conversation history
Schema errors or missing parameters
Schema errors or missing parameters
- Tool schema not properly extracted
- Parameter validation issues
- Toolkit metadata incomplete
- Error messages include detailed parameter requirements and examples
- The assistant receives schema information before invocation
- Verify toolkit configuration includes proper tool metadata
- If specific tools fail consistently, report to system administrators
Internal Tools icon is not visible in the chat toolbar
Internal Tools icon is not visible in the chat toolbar
- No internal tools passed the availability filter for the current project
- Image Generation is the only tool configured, but its required provider toolkit is not set up
- The Internal Tools icon is hidden entirely when no tools are available for the project
- Verify that at least one applicable toolkit or provider is configured in the project settings
- Contact your project administrator to confirm the project has the necessary toolkit providers enabled
- Agent Configuration - Setting up agents with internal tools
- Chat Functionality - General chat features and usage
- Python Sandbox - Python Sandbox internal tool
- Data Analysis - Data Analysis internal tool
- Image Generation - Generate images in conversations
- Attachments in Conversations - Upload and attach files for AI analysis
- Conversation Management - Managing conversations and settings
- Toolkits Overview - Understanding and configuring toolkits