How a tool ends up “automatic”
| Property | What it means |
|---|---|
| Always available | Provided to every agent; you can’t toggle it. Things like documentation search, password generation, and short pauses. |
| Auto-injected | Turned on when you configure the related integration’s permissions. The big API tools (PSA, RMM, Microsoft Graph, IT Glue, Hudu, ScalePad) and the RMM-script tools work this way — see their own pages. |
| Dependency | Pulled in automatically because another enabled tool needs it (e.g. a “get available options” helper for update/create tools). |
| Internal | Plumbing the agent uses to do its job — not configurable, not shown in the dashboard. |
Always-available tools
| Tool | What it does | Has its own page? |
|---|---|---|
| Find Documentation | Search your connected documentation (IT Glue, Hudu, synced docs) | Find Documentation |
| Find Tickets by Content | Semantic search over past ticket content | Find Tickets by Content |
| Find Configurations / Devices | Look up configuration items / devices | Find Configurations |
| Find PSA Contacts | Look up contacts in your PSA | Find PSA Contacts |
| Recall Memory | Recall durable facts Neo has learned about your MSP and the end client (environment, conventions, past resolutions) before asking or re-deriving — read-only and free, scoped to your account | — |
| Generate Password | Generate a strong random password | Generate Password |
| Generate Secure Link | Wrap content in a one-time secure link | Generate Secure Link |
| Get Ticket Summaries | Fetch AI summaries for a set of tickets so the agent can scan them quickly | — |
| List End Client Companies | List the end-client companies under your account | — |
| Lookup Available | List available resources by category (Teams users, technicians-in-the-loop, triggerable workflows, configured external APIs) before acting on them | — |
| Delay | Pause execution for a set duration (up to 30 minutes) — used for “wait, then re-check” patterns | — |
| Log Time Estimate | Record the agent’s estimated saved time in Neo’s analytics on every successful run — hidden_from_ui, internal; powers the Agents Performance dashboard. Separate from Add Time Entry, which writes to your PSA. | — |
| Load Skill | Load one of the agent’s skills on demand for task-specific guidance — hidden_from_ui, internal | — |
Dependency helpers
These are added automatically when an enabled tool needs them — you never select them.| Tool | Added for |
|---|---|
| Get Field Options | Update / create tools — supplies the valid values for a field (statuses, priorities, types, …) |
| Get TimeZest Options | The TimeZest scheduling-link tool — supplies the available appointment types |
| Lookup MS License Names | The Microsoft Graph API tool — resolves friendly license names from SKU IDs — hidden_from_ui |
Auto-injected integration tools
These turn on when you configure the matching integration’s permissions on the workflow’s Integrations tab. They’rehidden_from_ui (you manage them via the integration, not a tool toggle):
| Tool | Auto-injected when | Documented at |
|---|---|---|
| ConnectWise / Autotask / Halo / ServiceNow PSA API | a PSA is connected | PSA API |
| NinjaOne / Datto / N-Sight / N-Central / ConnectWise Automate / ConnectWise Asio API | the matching RMM is connected | RMM API |
| Microsoft Graph API | Microsoft Graph permissions are set | Microsoft 365 Tools |
| IT Glue API | IT Glue permissions are set | ITGlue API |
| Hudu API | Hudu permissions are set | Hudu API |
| ScalePad API | ScalePad is connected | this page (read/write asset-lifecycle data, gated by your ScalePad permissions) |
| Elastic Search | PSA ticket read is enabled | this page (the search backend for ticket-history lookups; not selected directly) |
| Execute RMM Script family | RMM script execution is enabled | Execute RMM Script |
| Execute PowerShell (Exchange / Active Directory), Trigger Azure AD Connect Sync | Exchange / AD permissions are set | Microsoft 365 Tools |
Output helpers (Analytics category)
| Tool | What it does |
|---|---|
| Build Markdown Table | Format tabular data into a clean table in the agent’s response |
| Generate Artifact | Produce a downloadable file or report (e.g. an audit export) as part of the agent’s output |
Want fine-grained control over the auto-injected integration tools? You don’t toggle them off — instead set the relevant permission groups to Disabled on the workflow’s Integrations tab. See Tools Overview.