# Tools configuration

> Ask your AI assistant to set up the actions your AI agent can take during a call, such as transferring the caller, ending the call or sending a text.

- Section: Using the MCP (AI assistant) › AI agent setup
- Web page: https://docs.biglysales.com/mcp/tools-configuration
- Manual (in-app) equivalent: [Tools configuration](https://docs.biglysales.com/manual/tools-configuration.md)
- Video: placeholder — "Setting up call transfers and other agent tools" (not yet recorded)

During a call your AI agent can do more than talk. It can **transfer** the caller to your team, **end** the call politely, **send a text**, **trigger a webhook**, or **look up a credit score**. These are its *tools*. Each tool has a description that tells the agent when to use it, plus settings such as the number to transfer to.

In the app, the **Tools Configuration** tab is only shown to the Bigly team. Through the MCP, you can read and change these settings yourself if you have permission.

> **Example request to your AI assistant:** "Show me how our transfer tool is set up."
> "Change our transfer number to +1 555 123 0000."
> "Change what the agent says before ending a call to: Thanks for your time, have a great day."
> "Only transfer when the caller asks for a person or agrees to a quote."

## Before you start

- [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md) to Bigly.
- You need permission to **read** tools configuration to see it, and permission to **update** it to change it. Account owners and admins have both by default.
- Know which tools your [voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md) uses. See the warning below.

> **A tool only works if your prompt names it:** The agent only gets a tool when its name appears in your voice prompt, for example `transfer_call` or `end_call`. If you set up a tool your prompt never mentions, nothing changes on calls. Ask the assistant to check the prompt, or run a [call preview](https://docs.biglysales.com/mcp/call-context-preview.md).

## What the assistant reads

- **List**: every tool you've customised, with its description and settings.
- **Read one**: the full setup of a single tool.

A tool you've never customised uses Bigly's default setup, so it may not appear in the list.

## Change a tool

1. Name the tool and describe the change.
2. The assistant shows a **preview**. It says whether this will **create** your own setup for that tool or **update** the existing one, and lists each field with its current value and its new value.
3. Confirm in the chat. The next call uses the new setup.

> [Screenshot placeholder: Transfer tool preview — A Claude conversation previewing a change to the Bigly transfer_call tool: transfer number before and after, the sentence said before transferring, and use tool set to on, with a request to confirm.]

## Settings explained

Every tool has a **description**: plain text that tells the agent *when* to use it. This is the most important setting, because the agent decides based on it. A description is required every time you change a tool.

| Tool | What it does | Settings you can change |
|---|---|---|
| Transfer call (`transfer_call`) | Transfers the caller to a person. | The number to transfer to, the sentence said just before transferring, the descriptions of both, and an on/off switch. With the switch off, the transfer tool isn't given to the agent. |
| End call (`end_call`) | Ends the call. | The default closing sentence and its description. Both are required. |
| Webhook dispatcher (`webhook_dispatcher`) | Triggers one of your [webhooks](https://docs.biglysales.com/mcp/webhooks.md) during the call. | The default webhook, the default message, and the descriptions of both. |
| Send SMS (`send_sms`) | Sends the caller a text during the call. | The default text content. |
| Credit score (`credit_score`) | Looks up the caller's credit score, where your account has that integration. | The description only. |

## Limits and rules

- Only these five tools can be changed here.
- A description is always required.
- Each tool accepts only its own settings. A setting from another tool is rejected.
- The on/off switch exists only for **Transfer call**.
- There is no delete. To undo your changes, ask the assistant to put back the previous text from the preview.

## What you can't change here

- Other agent tools, such as the meeting booking and knowledge-base tools, aren't available through the MCP.
- **Which** webhooks exist and where they send data: see [Webhooks](https://docs.biglysales.com/mcp/webhooks.md).
- Account-wide transfer options such as **Forward Calls Instantly (Without Queue)** are in [AI settings](https://docs.biglysales.com/mcp/ai-settings.md).

## Common questions

**I changed the transfer number but calls still go to the old one.** Check that your prompt mentions `transfer_call` and that the transfer switch is on. Then run a [call preview](https://docs.biglysales.com/mcp/call-context-preview.md): it shows the tools the agent will receive.

## Related

- [Tools configuration in the app](https://docs.biglysales.com/manual/tools-configuration.md)
- [Call transfers](https://docs.biglysales.com/manual/call-transfers.md)
- [Voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md)
- [Webhooks](https://docs.biglysales.com/mcp/webhooks.md)

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All documentation pages: https://docs.biglysales.com/llms.txt