Tool Filtering

​

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

​

Basic Filtering Patterns

​

By Provider

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

​

By Action

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

​

Combined Patterns

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

​

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

​

Python Naming Conventions

​

Tool Name Structure

from stackone_ai import StackOneToolSet

toolset = StackOneToolSet()
account_id = "your-account-id"

# Filter by provider prefix
hibob_tools = toolset.fetch_tools(actions=["hibob_*"], account_ids=[account_id])

# Filter by action
create_tools = toolset.fetch_tools(actions=["*_create_*"], account_ids=[account_id])

# Filter by entity keywords
employee_tools = toolset.fetch_tools(actions=["*employee*"], account_ids=[account_id])

​

Common Patterns

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

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

• *employee* - Employee operations
• *candidate* - Candidate operations
• *contact* - Contact operations

​

Examples

• Python Examples on GitHub
• Meta Tools - Dynamic tool discovery
• LangChain Integration - Use filtered tools