Installing Apps

Once tools are published to the marketplace — whether by your own team or by other companies — you can install them on your agents from the Apps page. This guide covers browsing, installing, configuring, and managing marketplace apps.

The Apps page

Navigate to Apps in the dashboard sidebar. You will see two tabs:

• Installed — All apps currently installed for your company, with their version numbers, which agents they are scoped to, and their status (active, paused, or update available).
• Available — The marketplace catalog showing tools you can install. This includes your company’s private tools, tools shared with you by other companies, and publicly listed tools.

Browsing the catalog

The Available tab provides filtering to help you find the right tools:

• Industry tags — Filter by vertical: trades, plumbing, HVAC, electrical, cleaning, landscaping, property maintenance, agriculture, e-commerce, professional services, and more.
• Integration tags — Filter by the external systems a tool connects to: simPRO, Xero, MYOB, Gmail, Shopify, ServiceM8, GitHub, Slack, and others.
• Purpose tags — Filter by what the tool does: scheduling, invoicing, inventory, compliance, reporting, notifications, data sync, weather, and more.

You can combine tags across all three dimensions. For example, filter by “HVAC” + “simPRO” + “scheduling” to find tools built specifically for HVAC companies that integrate with simPRO for job scheduling.

Each tool listing shows its name, description, trust tier badge (private, shared, listed, or certified), version number, and install count.

Installing an app

1. Click Install

   From the Available tab, find the tool you want and click Install. The installation dialog opens.

2. Grant scopes

   Review the permissions the tool requires. This may include access to conversation data, the ability to make outbound network requests to specific domains, or access to platform features. Approve the scopes to continue.

3. Configure secrets

   If the tool requires API keys or credentials, you will be prompted to enter them. For example, a weather tool might need a WEATHER_API_KEY. These values are encrypted and stored securely — they are never visible in tool code or agent conversations.

4. Choose agent scoping

   Decide which agents should have access to this tool:

   • All agents — Every agent in your company can use the tool. Best for general-purpose tools like weather checks or notification senders.
   • Specific agents — Select individual agents that should have access. Best for tools that are only relevant to certain roles, like a simPRO connector that only the scheduling agent needs.

5. Confirm installation

   Click Install to complete the process. The tool is immediately available to the scoped agents.

Tip

Start with specific agent scoping if you are unsure. You can always expand access to all agents later. This follows the principle of least privilege — agents only get tools they actually need.

Managing installed apps

From the Installed tab, click any app to manage it. You can:

Update to a new version

When the tool author publishes a new version, you will see an “Update available” badge. Click Update to move to the latest version. You can review the changelog before updating.

Roll back to a previous version

If a new version introduces problems, click Version History and select a previous version to revert to. The rollback takes effect immediately for all scoped agents.

Pin to a specific version

By default, installed tools follow the latest version. If you need stability and want to control when updates happen, enable Version Pinning in the app settings. When pinned, your installation stays on the current version even when the author publishes updates. You can manually update when you are ready.

Caution

Pinned versions do not receive bug fixes or security patches automatically. If you pin a version, check periodically for important updates from the tool author.

Uninstall

Click Uninstall to remove the tool from all agents. This takes effect immediately. Any in-progress conversations where an agent was about to use the tool will gracefully handle the removal — the agent will simply not have the tool available for subsequent messages.

Secrets management

Secrets are per-installation, meaning each company that installs a tool provides their own API keys and credentials. You can update secrets at any time from the app settings:

1. Click the installed app from the Installed tab.
2. Go to the Secrets section.
3. Update the values you need to change.
4. Click Save.

Updated secrets take effect on the next tool invocation — no restart or redeployment needed.

Tip

Use descriptive secret names in your tools (like SIMPRO_API_KEY rather than KEY_1) so installers know exactly what credentials to provide.

Changing agent scoping

You can change which agents have access to an installed tool at any time:

1. Click the installed app from the Installed tab.
2. Go to the Agent Scoping section.
3. Switch between “All agents” and “Specific agents”, or add and remove individual agents.
4. Click Save.

Changes take effect immediately. Agents that lose access will no longer see the tool in their available tools list.

Try asking your agent

“Install the weather forecast app and configure it for all field service agents.”

Next steps

To build your own tools for the marketplace, see Creating Custom Tools.

For an overview of the marketplace system including trust tiers and security, see the Marketplace Overview.