Skip to main content

​
Toolkit Canvas Feature: Visual Toolkit Management

The Toolkit Canvas interface in ELITEA serves as an integrated toolkit management system accessible directly from the chat interface. This feature enables you to create, configure, and manage toolkits without leaving your conversation context.

Integrated Chat Experience

Access toolkit management directly from the PARTICIPANTS section in chat, maintaining conversation context while configuring integrations.

Real-time Validation

Configuration fields are validated in real-time, ensuring correct setup before the toolkit is created.

Instant Integration

Created toolkits are immediately available for use in the current conversation and appear in the PARTICIPANTS panel.

Tool Testing Panel

Test individual toolkit tools directly in the editor — select a tool, provide input parameters, and run it before saving.

Secure Configuration

Integrates with ELITEA’s credential management system to ensure secure authentication for external services.

​
Creating Toolkits via Canvas Interface

1

Access the Toolkit Creation Canvas

  1. Navigate to the Chat page (main sidebar menu).
  2. In the PARTICIPANTS section, locate Toolkits.
  3. Click the +Add toolkit icon in the Toolkits accordion header.
  4. Click + Create new Toolkit from the dropdown.
The Toolkit Editor slides open, displaying the “Choose the toolkit type” selector.Canvas Toolkit Access
2

Select a Toolkit Type

The type selector displays all available toolkit integrations, grouped by category. Categories are assigned by each toolkit’s metadata and include groupings such as Code Repositories, Project Management, Documentation, Testing, Communication, and others.To find a toolkit type:
  • Browse by category — Scroll through the grouped list and click a toolkit type (e.g., GitHub, Jira, Confluence).
  • Search — Type in the “Search toolkits” field to filter by name. Results update in real-time.
Available toolkit types include (among others):GitHubGitLabBitbucketJiraConfluenceSharePointSQLOpenAPIServiceNowTestRailZephyr ScaleSonarRallyReport PortalADO BoardsADO Reposand more…Clicking a toolkit type immediately loads its configuration form.Canvas Toolkit Type Selection
3

Configure the Toolkit

After selecting the toolkit type, the Create Toolkit canvas interface slides in with all available configuration fields. Fill in the sections relevant to your toolkit type:
  • Toolkit Name — Enter a clear, descriptive name for this toolkit instance.
  • Description — Provide a brief description to clarify the toolkit’s purpose and usage.
  • Credentials Configuration (varies by toolkit type) — Configure authentication for the integration:
    • For toolkits that require credentials (e.g., GitHub, Jira): open the Credentials dropdown and either select an existing credential or create a new one.
    • For toolkits without credential requirements (e.g., Artifact): connection and configuration fields are shown directly on the canvas.
  • PgVector Configuration — Select or configure a PgVector connection to enable vector storage capabilities for document indexing and similarity search.
  • Embedding Model — Select an appropriate embedding model configuration to enable text processing and semantic search features.
  • Parameters (varies by toolkit type) — Additional integration-specific parameters such as URLs and endpoints, project identifiers, and custom configuration options.
  • TOOLS — Select which specific tools and actions to enable for this toolkit. Review the available tools carefully and enable only those needed for your use case — enabling only necessary tools improves security (principle of least privilege) and optimizes performance.
  • Make Tools Available by MCP (optional checkbox) — Enable this option to make the selected tools accessible through external MCP clients.
Not all fields appear for every toolkit type. The canvas displays only the sections relevant to the selected toolkit’s schema. Required fields are marked with an asterisk *.
Canvas Toolkit Configuration
4

Create the Toolkit

Once you have completed configuring your toolkit:
  1. Click the Save button to save all configuration changes.
  2. Click the × button to close the canvas interface.
Your newly created toolkit will appear in the PARTICIPANTS section under TOOLKITS and becomes immediately available for use in conversations.Canvas Toolkit Added

​
Editing Toolkits via Canvas Interface

​
Accessing Toolkit Edit Mode

  1. Navigate to the Chat page where the toolkit is listed as a participant.
  2. In the PARTICIPANTS section, locate the Toolkits group.
  3. Hover over the toolkit you want to edit to reveal the action icons.
  4. Click the pencil Edit Toolkit icon.
Canvas Toolkit Edit The Toolkit Editor opens with all current settings pre-populated.

​
Modifying Toolkit Configuration

Once in edit mode you can modify any of the following:

Description

Update the toolkit’s description. Note that the toolkit name cannot be changed via the canvas interface.

Credentials & Connection

Change the credential configuration or update any connection fields (API keys, URLs, repository paths, etc.) in the CONFIGURATION section.

Configuration Fields

Update integration-specific parameters (URLs, endpoints, project identifiers, etc.). The available fields depend on the selected toolkit type.

Selected Tools

Toggle individual tools on or off in the TOOLS section to control which capabilities are exposed to the AI.
After making changes, click Save to apply them. On success: “The toolkit has been updated successfully.” The Save button is disabled if no changes have been made.

​
Troubleshooting

Problem: The Create button is greyed out and cannot be clicked.The Create button is enabled only when both conditions are met:
  • A toolkit type has been selected from the type selector.
  • At least one field in the form has been filled in (the form has changes).
Ensure you have selected a toolkit type first, then begin filling in the configuration fields.
Problem: A toast message appears — “Please fill in all required fields before creating the toolkit.”
  • Review all fields marked with an asterisk * and ensure they are completed.
  • Inline red borders and error text below individual fields indicate exactly which fields need attention.
  • Check that the Toolkit Name field is filled in — it is required for most toolkit types.
Problem: The Save button is greyed out when editing an existing toolkit.
  • The Save button is only enabled when the form has unsaved changes. If you have not yet modified any field, the button remains disabled.
  • Make at least one change to any field (e.g., update the description or toggle a tool) before attempting to save.
Problem: A dialog titled “Credential Configuration Change” appears when attempting to save in a Team project.This warning is shown when you change the credential on a toolkit that is shared in a Team project. Switching to a Private credential means other team members without that credential will lose access to the toolkit’s functionality.
  • Click Confirm changes to proceed with the new credential.
  • Click Discard changes to revert the credential field to its previous value.
Consider using a Team credential rather than a Private one when the toolkit is shared across your team.
Problem: The pencil edit icon is not visible or clicking it does nothing.
  • Hover directly over the toolkit row in the PARTICIPANTS panel — the action icons appear only on hover.
  • Verify you have the required permissions to edit toolkits in this project.
  • If the toolkit belongs to a public project that you do not have edit access to, the form fields will be read-only.
Problem: The toolkit was created successfully but is not visible in the PARTICIPANTS panel.
  • After creation the toolkit is added to the available toolkits list but is not automatically set as an active participant. Locate it in the +Add toolkit dropdown and select it to add it to the current conversation.
  • Verify the toolkit was created in the correct project — check that you are viewing the right project in the sidebar.
  • If you still cannot find it, refresh the page and check again.
Problem: A SharePoint toolkit participant shows a warning or authentication error during a conversation.
  • SharePoint toolkits use OAuth authentication. If you have not completed the OAuth login flow, or if the session has expired, the toolkit will appear as logged out.
  • Open the toolkit settings from the PARTICIPANTS panel and complete the OAuth authorization step to re-authenticate.
Problem: An MCP-type toolkit participant displays a logged-out or disconnected warning in the PARTICIPANTS panel.
  • Remote MCP toolkits require an active authentication token. If the token has expired or was never set, the toolkit will show as logged out.
  • Re-authenticate by opening the toolkit’s settings and completing the login step for the MCP connection.
For additional information and related functionality, refer to these helpful resources: