> ## Documentation Index
> Fetch the complete documentation index at: https://docs.elitea.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Start: Connect Toolkits

> Learn how to connect external tools and services to ELITEA through toolkits. This guide covers the most commonly used integrations: Jira, Confluence, GitHub, Fi

## What are Toolkits?

Toolkits connect ELITEA to external services, enabling you to:

* Fetch data from project management tools
* Search documentation
* Analyze code repositories
* Read design files
* Manage test cases
* Store and retrieve files

***

## Before You Begin

<Warning title="Prerequisites">
  Requirements vary by toolkit type. Depending on the service you're connecting to, you may need:

  * **Credentials**: Account credentials for the external service
  * **Authentication**: API tokens, access keys, or passwords
  * **Service URLs**: Base URLs for self-hosted or enterprise services
  * **Service-Specific Info**: Repository names, space keys, project IDs, bucket names, etc.
  * **Permissions**: Appropriate access rights in the external service

  Refer to each toolkit section below for specific requirements.
</Warning>

***

## Jira Toolkit

Connect to Jira for issue tracking, project management, and agile workflows.

<Info title="What You'll Need">
  * **Jira Base URL** (e.g., `https://yourcompany.atlassian.net`)
  * **Authentication** (choose one):
    * **Basic Auth**: Username + API Key(server)
    * **Bearer Token**: Personal Access Token(cloud)
</Info>

**How to Connect**

1. **Access Chat**: Click **Chat** in the left sidebar

2. **Create a Toolkit from Chat**:
   * In the **PARTICIPANTS** panel on the right, find **toolkits**
   * Click the **+ Add toolkit** icon
   * Click **+ Create new Toolkit**
   * Select **Jira** as the toolkit type
   * Enter a name (e.g., `MyJiraToolkit`)

3. **Create Credentials**:
   * In the **CONFIGURATION** section, click the credentials dropdown
   * Select **+ New credentials** (or **+ New private credentials**)
   * You'll be redirected to the **Create Credentials** page
   * Select **Jira** as the credential type
   * Give it a name like `My Jira Credentials`
   * Fill in:
     * **Base URL**: Your Jira instance URL
     * **For Basic Auth**: Username + API Key
     * **For Bearer Token**: Token only
   * Click **Save**

4. **Complete Toolkit Configuration**:
   * Return to the toolkit canvas (or refresh if needed)
   * Click the **refresh icon** next to the Jira configuration field
   * Select your newly created credential from the dropdown
   * Select an **Embedding Model** (e.g., `text-embedding-3-small`)
   * Choose a **Vector Store** (PostgreSQL with pgvector extension)
   * Enable the tools you need (e.g., Search using JQL, Create issue)
   * Click **Create**
   * Close the Canvas interface

5. **Use it**:
   * Type: `Find all open bugs in project ABC`
   * The toolkit will search Jira and return results

<img src="https://mintcdn.com/epam-a74ef051/qRDTdvtd6K_5cb4y/img/getting-started/redesign/quick-start/connect-toolkit.gif?s=078fc13fb06ff4867b07cfc9ea3b74f1" alt="Connect Toolkit" width="1907" height="903" data-path="img/getting-started/redesign/quick-start/connect-toolkit.gif" />

<Tip title="Common Tools">
  * **Search using JQL**: Query issues with Jira Query Language
  * **Create issue**: Create new Jira issues
  * **Update issue**: Modify existing issues
  * **Set issue status**: Change issue workflow status
  * **Add comments**: Add comments to issues
  * **Get comments with image descriptions**: Retrieve comments including AI-generated image descriptions
  * **Link issues**: Create relationships between issues
  * **Modify labels**: Add or remove issue labels
  * **Get attachments content**: Download and access file attachments
  * **List projects**: View available Jira projects
  * **Search index**: Perform semantic search using vector embeddings (requires indexing)
</Tip>

***

## Confluence Toolkit

Connect to Confluence for documentation search and knowledge base access.

<Info title="What You'll Need">
  * **Confluence Base URL** (e.g., `https://yourcompany.atlassian.net/wiki`)
  * **Authentication** (choose one):
    * **Basic Auth**: Username + API Key(server)
    * **Bearer Token**: Personal Access Token(cloud)
</Info>

**How to Connect**

1. **Access Chat**: Click **Chat** in the left sidebar

2. **Create a Toolkit from Chat**:
   * In **PARTICIPANTS** panel, click **+ Add toolkit**
   * Click **+ Create new Toolkit**
   * Select **Confluence**

3. **Create Credentials**:
   * Click credentials dropdown → **+ New credentials**
   * Select **Confluence** as credential type
   * Name it (e.g., `My Confluence Credentials`)
   * Fill in:
     * **Base URL**: Your Confluence instance URL
     * **For Basic Auth**: Username + API Key
     * **For Bearer Token**: Token only
   * Click **Save**

4. **Complete Toolkit Configuration**:
   * Return to toolkit canvas
   * Refresh and select your credential
   * Specify a Confluence space to limit searches-the toolkit will be automatically named with this space name
   * Select an **Embedding Model** (e.g., `text-embedding-3-small`)
   * Choose a **Vector Store** (PostgreSQL with pgvector extension)
   * Enable the tools you need (e.g., Read page by id, Update page by title)
   * Click **Create**

5. **Use it**:
   * Type: `Search Confluence for API documentation`
   * The toolkit will search and return relevant pages

<img src="https://mintcdn.com/epam-a74ef051/qRDTdvtd6K_5cb4y/img/getting-started/redesign/connect-toolkits/connect-confluence.gif?s=55df54bc8c65206adc60dd3fb1d16e0c" alt="Confluence" width="1913" height="911" data-path="img/getting-started/redesign/connect-toolkits/connect-confluence.gif" />

<Tip title="Common Tools">
  * **Search pages**: Find pages across Confluence
  * **Site search**: Perform full-text search across all content
  * **Read page by id**: Retrieve specific page content
  * **Get page with image descriptions**: Get page content including AI-generated image descriptions
  * **Create pages**: Create new Confluence pages
  * **Update page by id**: Modify existing pages by ID
  * **Update page by title**: Modify existing pages by title
  * **Get page attachments**: Access page attachments
  * **Get pages with label**: Retrieve pages by label
  * **Search by title**: Find pages by title
  * **Search index**: Perform semantic search using vector embeddings (requires indexing)
</Tip>

***

## GitHub Toolkit

Connect to GitHub repositories for code analysis, issue management, and pull request operations.

<Info title="What You'll Need">
  * **Base URL** (default: `https://api.github.com`, or your GitHub Enterprise URL)
  * **Authentication** (choose one):
    * **Access Token**: Personal Access Token (recommended)
    * **Username + Password**: Basic authentication
    * **App Private Key**: GitHub App ID + Private Key
    * **Anonymous**: No authentication (public repositories only)
</Info>

**How to Connect**

1. **Access Chat**: Click **Chat** in the left sidebar

2. **Create a Toolkit from Chat**:
   * In **PARTICIPANTS** panel, click **+ Add toolkit**
   * Click **+ Create new Toolkit**
   * Select **GitHub**

3. **Create Credentials** (optional for public repos):
   * Click credentials dropdown → **+ New credentials**
   * Select **GitHub** as credential type
   * Name it (e.g., `My GitHub Credentials`)
   * Fill in (choose one method):
     * **Token**: Access Token only
     * **Password**: Username + Password
     * **App Private Key**: App ID + Private Key
   * Click **Save**

4. **Complete Toolkit Configuration**:
   * Return to toolkit canvas
   * Refresh and select your credential (or leave empty for public access)
   * Configure:
     * **Project**: Organization or username
     * **Repository**: Repository name(e.g., `ProjectAlita/projectalita.github.io`)
     * **Branch**: Default branch (e.g., `main`)
   * Select an **Embedding Model** (e.g., `text-embedding-3-small`)
   * Choose a **Vector Store** (PostgreSQL with pgvector extension)
   * Enable the tools you need (e.g., Read file, List pull request diffs)
   * Click **Create**

5. **Use it**:

   * Type: `Get the guide from projectalita.github.io repo for creating secrets in ELITEA`
   * The toolkit will fetch and display the secret creation documentation

   <img src="https://mintcdn.com/epam-a74ef051/qRDTdvtd6K_5cb4y/img/getting-started/redesign/connect-toolkits/github-connect.gif?s=bfb543d90e3a00641ce9047e9a15b643" alt="GitHub" width="1912" height="911" data-path="img/getting-started/redesign/connect-toolkits/github-connect.gif" />

<Tip title="Common Tools">
  * **Read file**: Read files from repository
  * **List files in bot branch**: Browse repository contents
  * **Create issue**: Create new GitHub issues
  * **Update issue**: Modify existing issues
  * **Comment on issue**: Add comments to issues
  * **Get issue**: Retrieve issue details
  * **List open pull requests**: View open PRs
  * **List pull request diffs**: View changes in PRs
  * **Get commits**: View commit history
  * **Create branch**: Create new branches
  * **Update file**: Modify repository files
  * **Search index**: Perform semantic search using vector embeddings (requires indexing)
</Tip>

***

## Figma Toolkit

Connect to Figma for design file access and collaboration.

<Info title="What You'll Need">
  * **Figma Token**: Personal Access Token from Figma account settings
</Info>

**How to Connect**

1. **Access Chat**: Click **Chat** in the left sidebar

2. **Create a Toolkit from Chat**:
   * In **PARTICIPANTS** panel, click **+ Add toolkit**
   * Click **+ Create new Toolkit**
   * Select **Figma**
   * Enter a name (e.g., `MyFigmaToolkit`)

3. **Create Credentials**:
   * Click credentials dropdown → **+ New credentials**
   * Select **Figma** as credential type
   * Name it (e.g., `My Figma Credentials`)
   * Fill in:
     * **Token**: Your Figma Personal Access Token
   * Click **Save**

4. **Complete Toolkit Configuration**:
   * Return to toolkit canvas
   * Refresh and select your credential
   * Select an **Embedding Model** (e.g., `text-embedding-3-small`)
   * Choose a **Vector Store** (PostgreSQL with pgvector extension)
   * Enable tools for accessing Figma files(e.g. Get file, Get project files)
   * Click **Create**

5. **Use it**:

   * Type: `Get information from Figma file XYZ`
   * The toolkit will access Figma and retrieve file data

   <img src="https://mintcdn.com/epam-a74ef051/qRDTdvtd6K_5cb4y/img/getting-started/redesign/connect-toolkits/figma-connect.gif?s=a721daf9014cbbdc817a17739dccddc0" alt="Figma" width="1915" height="914" data-path="img/getting-started/redesign/connect-toolkits/figma-connect.gif" />

<Info title="Getting Your Figma Token">
  1) Go to Figma account settings
  2) Navigate to **Personal Access Tokens**
  3) Click **Generate new token**
  4) Copy the token immediately (it won't be shown again)
</Info>

<Tip title="Common Tools">
  * **Get file**: Retrieve Figma file information
  * **Get file images**: Extract images from Figma files
  * **Get file nodes**: Access specific nodes within files
  * **Get file comments**: View comments on designs
  * **Post file comment**: Add comments to Figma files
  * **Get file versions**: View version history
  * **Get project files**: List files in a project
  * **Get team projects**: View team projects
  * **Search index**: Perform semantic search using vector embeddings (requires indexing)
</Tip>

***

## TestRail Toolkit

Connect to TestRail for test case management and test execution tracking.

<Info title="What You'll Need">
  * **TestRail URL** (e.g., `https://yourcompany.testrail.io`)
  * **Email**: Your TestRail account email
  * **Password**: Your TestRail password or API key
</Info>

**How to Connect**

1. **Access Chat**: Click **Chat** in the left sidebar

2. **Create a Toolkit from Chat**:
   * In **PARTICIPANTS** panel, click **+ Add toolkit**
   * Click **+ Create new Toolkit**
   * Select **TestRail**

3. **Create Credentials**:
   * Click credentials dropdown → **+ New credentials**
   * Select **TestRail** as credential type
   * Name it (e.g., `My TestRail Credentials`)
   * Fill in:
     * **URL**: Your TestRail instance URL (e.g., `https://yourcompany.testrail.io`)
     * **Email**: Your account email (e.g., `user@company.com`)
     * **Password**: Your password or API key
   * Click **Save**

4. **Complete Toolkit Configuration**:
   * Return to toolkit canvas
   * Refresh and select your credential
   * Enter a name (e.g., `MyTestRailToolkit`)
   * Select an **Embedding Model** (e.g., `text-embedding-3-small`)
   * Choose a **Vector Store** (PostgreSQL with pgvector extension)
   * Enable the tools you need (e.g., Get cases, Add case)
   * Click **Create**

5. **Use it**:

   * Type: `Show me all test cases related to log-in functionality from project with id 1`
   * The toolkit will fetch and display test case information

   <img src="https://mintcdn.com/epam-a74ef051/qRDTdvtd6K_5cb4y/img/getting-started/redesign/connect-toolkits/testrail-connect.gif?s=656f4f5b76f74d7e30de2e2779df28ce" alt="Testrail" width="1910" height="911" data-path="img/getting-started/redesign/connect-toolkits/testrail-connect.gif" />

<Tip title="Common Tools">
  * **Get cases**: Retrieve test case information
  * **Get case**: Get specific test case details
  * **Get cases by filter**: Filter and search test cases
  * **Add case**: Create new test case
  * **Add cases**: Create multiple test cases
  * **Update case**: Modify existing test cases
  * **Get suites**: List test suites
  * **Search index**: Perform semantic search using vector embeddings (requires indexing)
</Tip>

***

## Artifact Toolkit

Create storage buckets for file attachments in chat conversations.

<Info title="What You'll Need">
  * **Bucket Name**: A unique identifier (lowercase letters, numbers, hyphens only)
</Info>

<Info title="When to Use Artifact Toolkit">
  The Artifact Toolkit is essential for:

  * Enabling file attachments in chat
  * Storing uploaded images and documents
  * Managing conversation artifacts
  * File retention and organization
</Info>

**How to Connect**

**Manual Setup from Toolkit Canvas:**

1. **Access Chat**: Click **Chat** in the left sidebar

2. **Create a Toolkit**:
   * In **PARTICIPANTS** panel, click **+ Add toolkit**
   * Click **+ Create new Toolkit**
   * Select **Artifact**
   * Enter a name that matches your bucket name

3. **Configure Bucket**:
   * **Bucket**: Enter a unique name (lowercase, alphanumeric, hyphens)
     * ✔️ Valid: `my-files`, `project-2024`, `team-assets`
     * ✘ Invalid: `My Files`, `project_2024`, `Team@Assets`
   * Select an **Embedding Model** (e.g., `text-embedding-3-small`)
   * Choose a **Vector Store** (PostgreSQL with pgvector extension)
   * Enable the tools you need (e.g., CreateFile, ListFiles)
   * Click **Create**

4. **Use it**:

   * Files uploaded via chat are stored in this bucket
   * Agents can read, create, and manage files programmatically
   * Example: `List all files in my artifact bucket` or `Read the contents of report.pdf`

   <img src="https://mintcdn.com/epam-a74ef051/qRDTdvtd6K_5cb4y/img/getting-started/redesign/connect-toolkits/artifact-connect.gif?s=4a48b8b05d1a86080847e427572da507" alt="Artifact" width="1910" height="911" data-path="img/getting-started/redesign/connect-toolkits/artifact-connect.gif" />

<Tip title="Common Tools">
  * **CreateFile**: Write new files to bucket
  * **ReadFile**: Read file contents
  * **ListFiles**: Browse bucket contents
  * **DeleteFile**: Remove files
  * **AppendData**: Add data to existing files
  * **OverwriteData**: Replace file contents
  * **CreateNewBucket**: Create additional storage buckets
  * **Search index**: Perform semantic search using vector embeddings (requires indexing)
</Tip>

<Tip title="Quick Setup from Chat">
  The easiest way to create an Artifact Toolkit is directly from chat when attaching files. See **[Send an Attachment](./chat-quick-start#step-4-send-an-attachment)**.
</Tip>

***

## Troubleshooting

**Authentication Errors (401/403)**

* Verify credentials are correct
* Check API token hasn't expired
* Ensure user has required permissions
* For Atlassian tools, verify correct authentication method

**Connection Issues**

* Verify base URL is correct\*\* (must include `http://` or `https://`)
* Check firewall/proxy settings
* Test connection from browser first
* Ensure service is accessible from your network

**Toolkit Not Appearing**

* Click refresh icon next to credential selector
* Verify toolkit was created successfully
* Check project permissions
* Reload the page

**Tools Return No Results**

* Check the "Limit" field in toolkit configuration
* Verify search parameters are correct
* Ensure you have access to the requested data
* Check service-specific query syntax (e.g., JQL for Jira)

<Tip title="Pro Tips">
  - **Use private credentials** for personal API tokens to keep them secure
  - **Use secrets** to securely store sensitive data like API keys and
  - **Create separate toolkits** for different projects or contexts
  - **Test connections** using the "Test Connection" button in credentials
  - **Start with read-only tools** before enabling create/update operations
  - **Use descriptive names** for toolkits and credentials to stay organized
</Tip>

***

<Info title="Useful Links">
  * **[Toolkits Menu](../menus/toolkits)**: Manage and view all your toolkits
  * **[Credential Configuration Guide](../how-tos/credentials-toolkits/how-to-use-credentials)**: Advanced configuration options
  * **[AI Configuration](../menus/settings/ai-configuration)**: Configure PgVector, embedding models, and LLM settings
  * **[Chat Menu](../menus/chat)**: Explore all chat features in detail
  * **[Create Secrets](./create-secret)**: Securely store sensitive data
</Info>

***