Your connections

1. In the menu on the left, click Tools & Actions, then Tools.
2. The list on the left shows each tool with its HTTP method (GET, POST, PUT, PATCH or DELETE), its name and the date it was last changed.
3. Click a tool to open it on the right. When the page opens, the first tool in the list is already open.

This list shows only connections to your software. Text messages (SMS), call transfers (Call Transfer), clinic documents (RAG) and call campaigns (Outbound) have their own pages under Tools & Actions.

• Search: type part of a tool’s name or description in the Search... box.
• Sort: click Sort and choose Name (A to Z), Name (Z to A), Newest first or Oldest first. Newest and oldest refer to the last change. Newest first is the default.

1. Click the tool in the list.
2. Make your changes on its tabs.
3. Click Save Settings. Calls that start after that use the new settings.

If you click another tool, or Cancel, before you save, your changes are lost.

1. Point at the tool in the list. A button with three dots appears on the right.
2. Click it, then Copy ID. The message Tool ID copied. confirms it.

Give this ID when you write to support@medfarsolutions.com about a tool. The same menu has Duplicate and Delete: see Copying or deleting a connection.

The Tools page doesn’t show it. Open each AI agent’s Tools & Actions tab: the switch is on for the tools it uses. A tool from this page has a Function label there. See Turning actions on or off for your AI agent.

• A tool is missing: clear the search box, then reload the page. If you work for several clinics, check that you’re in the right one. See Switching between clinics.
• Your changes are gone: you left the tool without clicking Save Settings. Make them again, then save.
• “Please fill in all mandatory fields” appears when you save: see Connecting your clinic software.