Guide · Knowledge, calendar and tools

Create a custom tool (during the call)

Let the agent query your software live: order tracking, customer checks, availability.

AvailabilityThe number of tools depends on your plan ("Limits" menu).

Create the tool

Open the "Mid call tools / MCP" menu, then "Create Mid-Call Tool".
Name: letters, numbers and underscores (for example check_order_status).
Description: when and why the agent should use it.
"HTTP request" type: enter your API address ("Endpoint"), the method (GET, POST…), the timeout and the headers (for example an authorisation key).

Add the parameters the agent will ask the caller for: name, type (text, number, decimal, yes/no) and a description with the expected format ("order number in the format ORD-12345").
A parameter can go in the address: https://api.example.com/orders/{order_id}.
Fixed values ("Static fields") are sent with every request and never changed by the AI.
Automatic variables: {{customer_phone}} (caller’s number), {{current_date}}, {{current_time}}, {{assistant_name}}…

Click "Test tool": a real request is sent with sample data and you see the response.
Assign the tool to the agent.
In the instructions, say when to use it and how to explain the result to the caller.

Tip

The "Automation Platform" type automatically creates an automation linked to the tool, for multi-step logic without code (Assistant plan and above).

Need help? In your account, the help assistant (bubble at the bottom right) answers in your language. You can also email contact@permanenceia.com.