Share a template with your team
A template is a reusable list of tools, with their names, descriptions, locked-in values and default values. A template contains no connections. You build it once and share it, and each teammate stamps (copies) it into their own toolbox with their own connections.
Where to find it: Toolboxes → Templates. Open a template to edit it.
Sharing a template never shares credentials, because a template has none. Each person's stamped toolbox uses that person's own connections.
Before you start
| Permission | What it allows |
|---|---|
template:create |
Build a template and add tools to it. |
template:share |
Share a template with members, teams or your whole organization. |
You see only templates you own or that someone shared with you.
Create a template
- Open Toolboxes → Templates and choose New template.
- Enter a Name that says the job, such as "Support triage". Optionally, enter a Description.
- Choose Add tools and pick tools from any connector. You can also add synthetic tools. You do not need a connection.
- For each tool, choose Edit tool to adjust it:
| Setting | Use it to |
|---|---|
| Name and Description | Use your team's words so AI clients pick the right tool. |
| Enabled | Hide a tool from stamped toolboxes without deleting it. |
| Locked-in values | Fix a project, pipeline or workspace that the AI client must not change. |
| Default values | Suggest values that the AI client may override. |
| Input schema override | Narrow or reshape what the client sees. |
At call time, a locked-in value beats the client's argument, and the client's argument beats a default value.
You will know it worked when the template lists your tools.
Share a template
- Open the template and choose Manage access.
- Add a member or a team, or set the level for everyone at your organization.
- Choose the access level:
| Level | What the person can do |
|---|---|
| View | See the template and its tools. |
| Use (default) | Stamp their own toolbox from the template. |
| Edit | Change the template's tools and settings. |
You will know it worked when the person or team appears in the access list with the level you chose.
Stamping (teammates)
A person with at least Use access stamps a template into their own toolbox.
- Open Toolboxes and choose New toolbox.
- Under Template (optional), pick the template.
- Optionally, enter a Name for the new toolbox.
- For each connector the template's tools need, choose one of your connections, or skip it and choose one later.
- Choose Create toolbox.
You will know it worked when the new toolbox appears under Toolboxes. Entries with a connection show Ready and already run. Entries you skipped show Needs connection.
Stamping copies the template's entries once. Editing the template afterward never changes toolboxes already stamped from it. The toolbox keeps template_id only so you can see where it came from.
What to know
- An AI client cannot use a template on its own. Stamp a toolbox first, or use a connection toolbox or the global toolbox, which need no template.
- Renaming a tool changes the name only inside this template. The product is not changed, and toolboxes already stamped from the template keep the name they copied.
- A restriction blocks a tool for AI clients even when the template lists it.