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Activity 1: Create Tools for Your Quote Specialist Agent

To build a true digital colleague, you need to equip it with tools that allow it to research and reason—not just perform rigid tasks. In this activity, you'll build two flexible tools that allow your Quote Specialist Agent to "see" into your systems:

  1. Parts DataHub Tool: Gives the agent a unified view of parts data across the enterprise.
  2. PIM Classification Tool: Allows the agent to look up pricing and availability details.

Unlike traditional integrations where inputs are hardcoded, we will design these tools with optional parameters and clear descriptions. This allows the agent to decide how and when to use them based on the context of the customer's request—a key principle of Architecting for Agents.

In this activity, you will complete the following:

  • Building the Parts DataHub Tool (The "Research" capability)
  • Building the PIM API Tool (The "Pricing" capability)

Building the Parts DataHub Tool

  1. Select the AI button in the top right.

    AI Button

    note

    This will open in a new window.

  2. If this is your first time accessing Agentstudio, it will look like this:

    First Time Access

  3. Select Get Started.

  4. Accept the Terms and Conditions.

    note

    Make sure to use the same account throughout your work for Integration and Agentstudio.

  5. Select Agent Designer from the left navigation.

    Agent Designer Navigation

  6. Select the Tools tab.

  7. Select Create New Tool.

  8. Select the DataHub Query Tool.

  9. Select Add Tool.

    DataHub Query Tool Selection

  10. Enter the following:

    • Tool Name: [builderInitials] Parts DataHub
    • Description: Retrieve cleansed and validated parts information from the Golden Record.

    Tool Name and Description

  11. Select + Add Input Parameter.

  12. Enter the following:

    • Name: category
    • Description: Category of component
    • Type: String
    • Required: Checked
  13. Select Add Input Parameter.

    First Parameter

  14. Select + Add Input Parameter.

  15. Enter the following:

    • Name: class
    • Description: Classification of component
    • Type: String
    • Required: Checked

    Second Parameter

  16. Select Add Input Parameter.

  17. Select Save & Continue.

  18. Select the following fields under the Select Fields section:

    • Repository: AI Workshop
    • Model: Parts
    • Field Name: [Check All] with the option to only allow the agent to see the fields you want it to see

    Select Fields

  19. Select Save & Continue.

  20. Select + Add Filter and enter the following:

    • Field Name: category
    • Operator: EQUALS
    • Value: {{category}}

    First Filter

  21. Select + Add Filter again and enter the following:

    • Operator: AND
    • Field Name: class
    • Operator: EQUALS
    • Value: {{class}}
  22. Select Save & Continue.

    Second Filter

  23. Select Deploy Tool.

    Deploy Tool

  24. Select Deploy.

    Deploy Confirmation

success

Congratulations, you have successfully deployed your first AI Agentstudio Tool!

Building the PIM Classification API Tool

  1. Select Create New Tool.

  2. Select the API Tool.

  3. Select Add Tool.

    API Tool Selection

  4. Enter the following:

    • Tool Name: [builderInitials] PIM Classification Data
    • Description: Retrieve parts metadata from the PIM system

    PIM Tool Configuration

  5. Select Save & Continue.

  6. Choose Add Manually under the Configuration:

    • Base URL: https://c04-usa-east.integrate.boomi.com
    • Method: GET
    • Endpoint Path: /ws/rest/pim/parts
    • Basic Authentication:
      • Username: boomi_joel_davenport-XBUHTV.MOKSAY
      • Password: 7880eeac-4e46-4a03-b7a3-fd421fd5e20b

    API Configuration

  7. Select Save & Continue.

  8. Select Deploy Tool.

    Deploy PIM Tool

  9. Select Deploy.

    Deploy Confirmation

success

Congratulations, you have successfully deployed your second AI Agentstudio Tool and are ready to create your first AI Agent!