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Actions determine what your AI agent can do beyond answering questions. This is where you enable and configure the tools available to your agent.

What Are Actions?

Actions are the capabilities you give your agent. When a user asks something that requires taking action (like checking an order status or creating a ticket), your agent uses these tools to help.

Types of Actions

Crow supports three types of actions:

API Tools (OpenAPI)

Operations from your OpenAPI specification. These call your REST API endpoints. Example tools:
  • getOrderStatus — Look up an order
  • createTicket — Create a support ticket
  • getAccount — Retrieve account details
Set up OpenAPI integration →

MCP Tools

Tools from connected MCP servers. These interact with external services. Example tools:
  • Notion search and read operations
  • Custom database queries
  • Third-party service integrations
Connect MCP servers →

Workflows (Journeys)

Guided, multi-step processes you define. These walk users through complex tasks. Example workflows:
  • New user onboarding
  • Troubleshooting flow
  • Return request process
Create workflows →

Configuring Actions

Accessing the Actions Page

Go to Actions in the sidebar to see all available tools organized by type.

Enabling/Disabling Tools

Each section has toggles to control which tools your agent can use:
  1. API Tools — Check/uncheck individual endpoints
  2. MCP Servers — Toggle entire servers or individual tools
  3. Workflows — Enable/disable specific journeys

Select All / Deselect All

Use the quick toggle to enable or disable all tools in a section at once.

How the Agent Uses Actions

When a user asks a question:
  1. Agent analyzes the request
  2. Identifies relevant tools based on the question
  3. Executes the tool if needed
  4. Uses the result to formulate a response
The agent automatically decides when to use tools based on the user’s question and the tool descriptions.

Best Practices

Start Conservative

Begin with a limited set of tools and expand as needed. Too many tools can confuse the agent.

Use Descriptive Names

Tool names and descriptions help the agent understand when to use them. Clear descriptions lead to better tool selection.

Test Thoroughly

After enabling tools, test in the Sandbox with realistic user questions to verify the agent uses them correctly.

Review Regularly

As your product evolves, review which actions are enabled. Disable tools that are no longer relevant.

Tool Visibility

When tools are enabled, they appear to your agent as available capabilities. The agent sees:
  • Tool name
  • Description
  • Required parameters
  • What the tool returns
This information helps the agent decide when and how to use each tool.

Need Help?