Tool Filtering

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What Tool Filtering Enables

• Select tools by provider (e.g., Salesforce, Gmail, Workday)
• Filter by specific actions (create, read, update, delete)
• Combine multiple patterns for precise selection
• Exclude specific tools or patterns

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Basic Filtering Patterns

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By Provider

• salesforce_* - Salesforce CRM
• gmail_* - Gmail & Calendar
• workday_* - Workday HCM

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By Action

• *_create_* - All create operations
• *_list_* - All list operations
• *_get_* - All get operations

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Combined Patterns

• hibob_list_* - HiBob list operations only
• workday_update_* - Workday update operations only

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Use Cases

1. Cross-Domain Agents: Let assistants reliably interact with whatever tools (CRMs, ERPs, comms suites, etc.) are available for the current account
2. Operation-Focused Tools: Create specialized agents for read-only or write operations
3. Custom Tool Sets: Combine multiple patterns for precise control
4. Performance Optimization: Load only the tools your agent actually needs

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TypeScript Naming Conventions

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Tool Name Structure

import { StackOneToolSet } from '@stackone/ai';

const toolset = new StackOneToolSet();

// Filter by providers
const tools = await toolset.fetchTools({
  providers: ['hibob', 'bamboohr'],
});

// Filter by actions with glob patterns
const listTools = await toolset.fetchTools({
  actions: ['*_list_*'],
});

// Get specific employee tools
const employeeTools = await toolset.fetchTools({
  actions: ['*_list_employees', '*_get_employee'],
});

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Common Patterns

• bamboohr_* - BambooHR
• hibob_* - HiBob
• workday_* - Workday

• *_list_* - Get multiple records
• *_get_* - Get single record
• *_create_* - Create new record
• *_update_* - Update existing record

• *_employees - Employee operations
• *_candidates - Candidate operations
• *_contacts - Contact operations

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Example

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Next Steps

• Utility Tools - Dynamic tool discovery
• OpenAI Integration - Use filtered tools