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Manage a tool

Maintaining a tool after it's been created is very straightforward. The Tool builder tab lists all the tools you've created, including:

Tools_dashboard.jpg
  • Name: Displays the tool name you gave when you created it.

  • Integration: The integration in which the tool is added when you created it.

  • Last updated: The date and time your tool was last updated.

  • Actions overflow (...): Additional options for managing your tool. These are available for every tool in the Tool list view or for a specific tool in the Tool builder. It helps you reuse and distribute your tool assets across integrations, environments, and accounts.

    Tools_action_menu.png
    • Edit Tool: Click this to open the Tool builder and edit your Tool as needed.

      Tip

      Alternatively, you can edit your Tool by clicking its name.

    • View audit logs: View and manage your Tool’s audit logs.

    • Used by: View where the tool is being used.

    • Download tool: Export a tool package as a file that can be imported into the same or a different account.

    • Clone tool: Duplicate a tool (and its full dependency tree) into any integration or environment you have access to.

    • Move to integration: Move a tool into a new or existing integration.

    • Delete Tool: Delete your Tool. The tool is sent to the recycle bin for 30 days or until your data retention policy purges it.

      Note

      Users having monitor access cannot edit, delete, or move to an integration.

Clone, download, move, and upload tools

You can clone existing tools to create copies without rebuilding them from scratch, and download or upload tool packages to share with other teams. All dependencies, references to the tools, lookups, imports, scripts, and connections travel with the tool.

Move a tool to another integration

You can now move a tool to another integration in your account.

To move a tool to an integration:

  1. Navigate to AI studioTools or navigate to BuildTools.

  2. From the Tools list view, find the tool you'd like to move to another integration and click Actions overflow (...) → Move to an integration.

  3. In the Options section, select Move to existing integration or Create new integration. Available options depend on your permissions.

    1. Move to existing integration - Use the Select integration drop down to select an integration and click Next.

      Select_existing_integration.png
  4. The selected integration name is displayed in the Integrations column in the Tools page.

Clone a tool

Cloning creates a full copy of a tool, including every tool it references, so the clone is independently runnable once you configure its connections.

To clone a tool:

The Clone tool option appears in the Actions overflow menu (…) in the following locations:

  1. Navigate to AI studioToolsTools list view.

    Tools_clone.png

    OR

    Navigate to BuildToolsTools list view.

    Tool_builder_clone.png
  2. From the Tools list view, find the tool you'd like to clone and click Actions overflow (...) → Clone tool.

    OR

    From the Tool builder, click Actions overflow (...) → Clone tool.

  3. Name: You can edit the tool name.

  4. Description (optional): Add a description for your cloned tool.

  5. Environment: Select an environment to clone your tool into. Learn more about multi-environment management. This option is unavailable for accounts that do not have multiple environments enabled.

  6. Integration: Click the drop down menu to select an integration.

  7. Review the components (Imports, exports, imports, and connections) will be cloned in the new tool:

    Tool_componed_clone.png
    • The tool definition itself

    • All tools referenced within it (including tools within those tools)

    • Lookups, imports, scripts, lookup caches, and custom APIs referenced anywhere in the tree

    Note

    Connections are not cloned, they are configured during the clone process. See the Connections section below.

Connections when cloning

The clone dialog shows every connection the tool needs, collected from the full dependency tree. If the same connection appears in multiple places, it is shown once.

For each connection, choose an existing connection from your account or create a new one. All connections must be configured before the cloned tool is fully runnable.

Download and upload a tool

Downloading a tool produces a portable package you can import into any integrator.io account or environment. Use this to share tools with another team, or back up tool configurations.

To download a tool

  1. Navigate to AI studioToolsTools list view.

    OR

    Navigate to BuildToolsTools list view.

  2. From the Tools list view, find the tool you'd like to clone and click Actions overflow (...) → Download tool.

    OR

    From the Tool builder, click Actions overflow (...) → Download tool.

  3. The downloaded file is in a zip file format that includes the tool definition, all referenced tools (including nested dependencies), and all scripts, lookups, and imports in the dependency tree.

    Note

    The downloaded file is compatible with integrator.io's standard import mechanism.

Upload a tool

A tool is always associated with an integration. To upload a tool, first install the integration that contains it. Learn more about uploading a tool.

Clone or download flows and integrations that include tools

When you clone or download a flow or an integration that references one or more tools, those tools travel with it automatically.

It includes:

  • All referenced tools are included, including tools within those tools and all their dependencies (scripts, lookups, imports, lookup caches).

  • The resource list shown during clone or download includes every resource that will be created, so you can review what is included before confirming.

  • If a tool is referenced by multiple flows or integrations in the same package, it is included only once.

  • After import, all references between flows, integrations, and tools are automatically re-linked.

  • Connections must still be configured. The connection list covers all connections across the full dependency tree.

Cloning agents that include tools

When you clone an agent that references tools, those tools are cloned along with it using the same process described above.

  • The resource list shows every resource that will be created, including nested tool dependencies.

  • All connections used across the agent and its tools are shown in one consolidated list.

  • After cloning, all references within the agent are valid and point to the cloned tools.

Supported destinations

Tools (cloned or uploaded) can be created in the following locations, subject to your account permissions:

Destination

Supported

Same account, different environment (e.g., sandbox → production)

Yes, requires appropriate permissions in the target account

Same account, same environment (e.g., production → production)

Yes

Different account

Yes, requires appropriate permissions in the target account

Download/upload of agents or MCP servers with tools

Not currently supported

Tips

  • Name clones clearly. Replace the default "Copy of [tool name]" with a name that describes the systems and the outcome, for example, "Salesforce to NetSuite Contact Sync Tool."

  • Review the resource list. Before confirming a clone or import, check the full list of resources to be created so there are no surprises.

  • Use download/upload to promote across environments. Download from sandbox, upload to production. The package carries the complete tool definition, so nothing is missed.

Delete a tool

If you don't want to use any resource, you can delete a resource from your account. Navigate to the Tool list, find the tool and click Actions (...)Delete tool.

You can delete one tool at a time only if you are an account owner or admin or manage access user. The system performs a dependency check before deletion:

  • Dependency Check: The system checks for dependent resources and displays a Used By modal listing all dependencies.

    delete_tools_confirm.jpg
  • Deletion Blocked: If dependencies exist, deletion is blocked, and a warning is shown: Unable to delete tool. This tool is referenced by at least one resource. Before you can delete this tool, you must edit each resource to remove the reference.

    deletion_blocked_tools.jpg
  • Soft Delete: If no dependencies exist, the tool is soft deleted and archived for retrieval purposes.

Use the following steps to delete each tool:

  • On the Home page in the left pane, click Tools under AI studio. A list of tools are displayed.

  • Click the Actions (…) icon for the required tool and select Delete tool. Before deleting, you must remove all the associated references with the selected tool from other sources.