How do I add tools to a Playbook?

A Playbook without tools is limited to what the model knows. Tools give your Playbooks access to external data sources, real-time research, and enrichment services so outputs are grounded in current, accurate information. This tutorial covers how to browse, add, and manage tools in the AirOps Playbook editor.

Key takeaways

  1. Click the tools icon in the left sidebar of the Playbook editor to open the Tools panel, where you can browse and enable integrations for your Playbook agent.
  2. The Tools panel groups available integrations by category, so you can scroll through to find and enable the tools relevant to your Playbook.
  3. Each tool has a toggle switch, and turning it on makes that tool available to the Playbook agent during any run.
  4. Tools enabled in the panel are available to the Playbook agent on the next run without any additional configuration.
  5. Tools can be enabled or disabled at any time, with changes taking effect on the next Playbook run.

Tutorial overview

Every Playbook in AirOps can connect to a growing library of tools that give your AI agent real capabilities during execution. Tools let your Playbook search knowledge bases, enrich B2B data, run SEO research, browse the web, and connect to external services through MCP Connectors.

Adding tools takes seconds. Open the Tools sidebar in the Playbook editor, browse categories like Knowledge Management, B2B Enrichment, SEO Research, and Web Research, then toggle on the ones you need. Each Playbook gets its own tool configuration, so you can tailor every workflow to the task at hand.

MCP Connectors expand what your Playbook can reach. Configure them once in Settings and they become available across all your Playbooks, toggled on the same way as any other tool.

This tutorial covers the full process: opening the sidebar, browsing categories, enabling and disabling tools, understanding MCP Connectors, and common questions about how tools behave during execution and what happens if a tool disconnects mid-run.

Practice

  1. Enable Tools in the Playbook Editor

    The Tools icon in the AirOps Playbook editor left sidebar opens the Tools panel, which lists all available integrations organized by category. Toggle tools on to make them available within the Playbook's steps and actions. Scroll through the categories to find and enable everything you need, then close the panel to return to the editor.