Tool Access

Datatape controls which tools are available to each consumer — whether that consumer is an agent, a user, or a group. Access is managed through direct assignment and toolsets.

Direct assignment

The simplest way to give an agent or user access to a tool is to assign it directly.

• Agents — assign tools on the agent detail page
• Users — assign tools from the user's access settings

Direct assignment is best when you need fine-grained control over exactly which tools a specific agent or user can call.

Toolsets

A toolset is a named group of tools. Instead of assigning tools one by one, create a toolset and assign the entire group.

Toolsets can be assigned to:

• Agents — the agent can call all tools in the toolset
• Users — the user can call all tools in the toolset via OAuth
• Groups — all members of the group can call all tools in the toolset

Example

Create a toolset called "Customer Data" containing lookup_customer, customer_orders, and customer_revenue. Then assign it to:

• The "Support Bot" agent — so the bot can answer customer questions
• The Support group — so all support team members can use these tools via Claude Desktop

If you later add a new tool to the toolset, it automatically becomes available to all assigned agents, users, and groups.

How access is resolved

When a request arrives, Datatape determines the visible tools based on who is calling:

Managing access

For agents

1. Go to Agents and select the agent
2. In the Tools section, assign individual tools or toolsets
3. Changes take effect immediately — the next request from the agent will reflect the updated tool list

For users

1. Go to Team > Members and select a user
2. Assign tools or toolsets to the user
3. The user's OAuth sessions will see the updated tools on their next tools/list call

For groups

1. Go to Team > Groups and select or create a group
2. Assign toolsets to the group
3. All members of the group inherit access to the toolset's tools

Best practices

• Use toolsets for shared access patterns. If multiple agents or users need the same tools, create a toolset instead of duplicating direct assignments.
• Use groups for team-wide access. Assign toolsets to groups so new team members automatically get the right tools.
• Use direct assignment for exceptions. If one agent needs a tool that nobody else does, assign it directly rather than creating a single-use toolset.
• Audit regularly. Review agent and toolset assignments to ensure the principle of least privilege.