Toolsets
A toolset is a group of tools for one kind of work. Each Sign in with Drum connection and each API token stores its own selection, and the server lists only the tools of the selected toolsets. The default is My work.
For why Drum groups its tools this way, see How AI assistants work with Drum.
The toolsets
| Toolset | Name in the API | Covers | Tools, at most | Tool reference |
|---|---|---|---|---|
| My work | my_work |
Your time entries and costs, receipts and expense claims, the projects and tasks you work on, notes, and Beats | 16, or 20 with Beats | My work tools |
| Sales | sales |
Opportunities and their rows, conversion to projects, live proposal budgets, and the sales reports | 15 | Sales tools |
| Clients | clients |
Companies and contacts, the links of contacts to records, and notes | 12 | Clients tools |
| Proposals | proposals |
Write, send and read proposal documents and signed proposals | 9 | Proposals tools |
| Insights | insights |
The overview, revenue and receivables reports, and projects | 6 | Insights tools |
| Setup | setup |
Account settings, settings catalogs and proposal numbering | 14 | Setup tools |
| Templates | templates |
Deliverable templates, and project and opportunity templates | 16 | Templates tools |
| Proposal templates | proposal_templates |
Proposal templates, their budgets, quotes and custom rate cards | 16 | Proposal templates tools |
“Tools, at most” is the count for an account admin. A role with fewer permissions gets fewer tools, and a read-only OAuth connection gets only the read tools.
Tools in more than one toolset
| Tool | Toolsets |
|---|---|
search_records |
Every toolset |
delete_record |
Every toolset but Insights, with the kinds of the selected toolsets |
restore_record |
My work, Clients, Setup, Templates and Proposal templates, with the kinds of the selected toolsets |
list_projects, get_project |
My work, Insights |
create_note, update_note |
My work, Clients |
get_overview_report, get_revenue_report, get_receivables_report |
Sales, Insights |
get_account_settings, list_settings_records |
Setup, Templates, Proposal templates |
A tool in two selected toolsets is listed once and counts once.
Selecting toolsets
| Where | How |
|---|---|
| Consent screen (Sign in with Drum) | Under Toolsets, when you approve a client. The toolsets and counts follow the account you pick |
| Profile, then Connected Agents | Change toolsets on a connection, then Save toolsets |
| Profile, then API | Under Toolsets on a token’s create and edit screens |
Rules:
- The screens show only the toolsets that give you at least one tool in that account, each with its tool count for your role, and the total for your selection.
- Above 30 tools the screen warns: “The agent can choose the wrong tool more often with more than 30 tools, mainly in claude.ai and ChatGPT.” You can still save.
- A change applies to the client’s next request, and the connection stays active. Some clients read the tool list only when they connect, so reconnect or restart the client if the tools do not change.
- Setup, Templates and Proposal templates are offered only on accounts where Drum has turned on account setup through the API.
- The Beat tools in My work are listed only when Beats are turned on for the account.
- Connections and tokens made before toolsets existed have My work. Their screens say “This connection now uses My work. Select more toolsets for more tools.” until you save a selection.
No request can change the selection. A client cannot add a toolset by itself, through a URL, a header or a tool call.
When a tool is not selected
When the AI calls a tool that the user may use but that is not in the selected toolsets, the call answers not_found with reason tool_not_selected, and the error’s toolsets field names the toolsets that have the tool. The AI should ask you to add one. The server’s instructions also list the toolsets you could add.
Suggested selections
| Person | Toolsets |
|---|---|
| Engineer or designer logging time and costs | My work |
| Project manager | My work, and Insights for the reports |
| Business development or sales lead | Sales and Clients. Add Proposals to write and send proposals, which takes the total over 30 tools |
| Director or finance lead | Insights, and My work |
| Person setting up a new account | Setup, Templates and Proposal templates |