# Apexti Toolbelt Docs

> Toolbelt is an AI workspace that connects your apps and services so assistants can read data, take action, and automate work across your organization.

Apexti Toolbelt helps MSPs, IT teams, and AI service firms build, deploy, and manage AI assistants with MCP tools, dashboards, wrenches, and governance. Use the app at https://toolbelt.apexti.com. Learn more at https://apexti.com. Every published docs page is also available as clean Markdown at the same path with a `.md` suffix (for example `https://docs.apexti.com/get-started/introduction.md`).

This file is generated from `docs/SUMMARY.md`. Do not edit by hand — run `npm run generate:agent-docs` or `npm run sync:docs-app`.

## Get Started

- [Overview of Toolbelt](https://docs.apexti.com/get-started/introduction.md): Platform overview, MCP, and AI in one place.
- [The Toolbelt Interface](https://docs.apexti.com/get-started/toolbelt-interface.md): Global sidebar, top bar, chat history panel, and input controls.
- [Exploring the Chat Interface](https://docs.apexti.com/get-started/exploring-the-interface.md): A map of the assistant chat UI: sidebar, tabs, and input controls.
- [Using Toolbelt on Mobile](https://docs.apexti.com/get-started/mobile.md): Access assistants, monitor tasks, and trigger workflows from your phone.
- [Toolbelt Tutorial](https://docs.apexti.com/get-started/tutorial.md): What you'll build and how to use the tutorial.
- [Toolbelt for MSPs](https://docs.apexti.com/get-started/msp-overview.md): Deploy AI across every client from one control plane.

## Chat & AI

- [Chat & History](https://docs.apexti.com/features/chat-history.md): Threads, history, and streaming.
- [Model Selection](https://docs.apexti.com/features/model-selection.md): Speed, cost, reasoning, and context.
- [Swapping Models](https://docs.apexti.com/features/model-swapping.md): Change models safely at runtime.
- [Token Usage](https://docs.apexti.com/features/token-usage.md): Usage across models and automatic limits.
- [Quick Chats](https://docs.apexti.com/features/quick-chats.md): One-click prompts from your services.
- [Custom AI Providers](https://docs.apexti.com/features/custom-ai-providers.md): Ollama, LM Studio, compatible APIs.
- [Sub-Chats](https://docs.apexti.com/features/sub-chats.md): Parallel work in other assistants.
- [Assistant-to-Assistant Communication](https://docs.apexti.com/features/assistant-to-assistant.md): When to use chat delegation, Collaboration mode, or sub-chats directly.

## Connections & Integrations

- [Services](https://docs.apexti.com/features/services.md): Connect integrations and enable them on your assistants.
- [Custom MCP Servers](https://docs.apexti.com/features/custom-mcp-servers.md): Host MCP servers inside Toolbelt.
- [Slack Integration](https://docs.apexti.com/features/slack.md): Connect your organization's Slack workspace and link your personal account for `/toolbelt`, DMs, and outbound messaging.
- [Toolbelt Bridge](https://docs.apexti.com/features/bridge.md): Local MCP servers and LLMs in the cloud.
- [Assistants as MCP Servers](https://docs.apexti.com/features/assistants-as-mcp.md): Connect any assistant to Claude, Cursor, Windsurf, and more.
- [API Access](https://docs.apexti.com/features/api-access.md): REST API, keys, organizations, and tools.

## Data & Dashboards

- [Auto-DuckDB](https://docs.apexti.com/features/auto-duckdb.md): Huge tool outputs, queryable with SQL.
- [Organization Storage](https://docs.apexti.com/features/storage.md): Files, images, and artifacts in each assistant's storage folder.
- [Dashboards](https://docs.apexti.com/features/dashboards.md): Build and share interactive dashboards.
- [Public Dashboards](https://docs.apexti.com/features/public-dashboards.md): Share dashboards securely with external users.
- [In-App Visualization](https://docs.apexti.com/features/visualization.md): Markdown, CSV, HTML, and SVG in chat.
- [Dashboard SDK](https://docs.apexti.com/features/dashboard-sdk.md): HTML dashboards with tools and DuckDB.

## Automation

- [Assistant Design](https://docs.apexti.com/features/assistant-design.md): Capability graph, authored jobs, and visual architecture.
- [Workflows](https://docs.apexti.com/features/workflows.md): Multi-step assistant orchestration, triggers, and branches.
- [Classifiers](https://docs.apexti.com/features/classifiers.md): Fast typed decisions for triage, routing, and gates.
- [Wrenches](https://docs.apexti.com/features/wrenches.md): Reusable MCP snippets your assistant runs.
- [Vibe Coding](https://docs.apexti.com/features/vibe-coding.md): Build UIs and workflows by conversing with AI.
- [Scheduled Tasks](https://docs.apexti.com/features/scheduled-tasks.md): Recurring runs, cron, and task history.
- [Managing Tasks](https://docs.apexti.com/features/tasks.md): Create, track, and complete tasks through conversation.

## Organization & Team

- [Create an Organization](https://docs.apexti.com/features/create-organization.md): Create a new organization and switch into it.
- [Organization Sharing & Permissions](https://docs.apexti.com/features/sharing.md): Share organizations with teammates and control access.
- [Managing Organization Assistants](https://docs.apexti.com/features/managing-assistants.md): Shared and private views, upgrades, and assistant lifecycle.
- [Sharing an Assistant with Your Organization](https://docs.apexti.com/features/share-assistant-with-org.md): Make a personal assistant available to every org member.
- [Assistant Catalog](https://docs.apexti.com/features/catalog.md): Publish and deploy assistant blueprints across your org.
- [Inter-Organization Communication](https://docs.apexti.com/features/inter-organization-communication.md): Delegate work to assistants in other organizations.
- [Memories](https://docs.apexti.com/features/memories.md): Long-term facts and preferences.
- [Persistent Memory & Preferences](https://docs.apexti.com/features/persistent-memory.md): How storage, memories, and instructions work together.
- [Kanban Boards](https://docs.apexti.com/features/boards.md): Boards, lanes, assignments, CSV import.
- [Billing & Subscriptions](https://docs.apexti.com/features/billing.md): Credits, overage, and plans.
- [Transfer & Reclaim Services](https://docs.apexti.com/features/transferred-services.md): Share or reclaim personal connections.
- [Notifications](https://docs.apexti.com/features/notifications.md): Alerts for activity and approvals.
- [Audit Log](https://docs.apexti.com/features/audit-log.md): Organization activity history with undo.
- [Meeting Bots](https://docs.apexti.com/features/meeting-bots.md): Customize the bot's display, variables, and playbook.

## Security & Compliance

- [Security & Compliance](https://docs.apexti.com/security/overview.md): Encryption, access controls, audit logging, and data residency.

## Support

- [FAQ](https://docs.apexti.com/support/faq.md): Common questions and answers.

## Tutorial Part 1 — Your First Assistant

- [Create an Agent](https://docs.apexti.com/tutorial/part1/create-an-agent.md): Set up your organization, create an agent, and connect a data source.
- [Have Your First Conversation](https://docs.apexti.com/tutorial/part1/first-conversation.md): Ask a specific question against a live service.
- [Swap Models on the Fly](https://docs.apexti.com/tutorial/part1/swap-models.md): Change the AI model mid-conversation when you need to.

## Tutorial Part 2 — Find the Signal & Automate It

- [Ask for an Analysis](https://docs.apexti.com/tutorial/part2/ask-for-analysis.md): Classify and aggregate data across a wide window.
- [Build a Live Dashboard](https://docs.apexti.com/tutorial/part2/build-dashboard.md): Create a persistent dashboard page that pulls live data.
- [Create a Wrench](https://docs.apexti.com/tutorial/part2/create-wrench.md): Freeze triage logic into a reusable, versioned function.
- [Schedule the Digest](https://docs.apexti.com/tutorial/part2/schedule-digest.md): Run the Wrench automatically and post results to Slack.

## Tutorial Part 3 — Share Your Work

- [Share Your Assistant with the Team](https://docs.apexti.com/tutorial/part3/share-with-org.md): Make your assistant available to every org member in one click.
- [Publish to the Catalog](https://docs.apexti.com/tutorial/part3/publish-to-catalog.md): Version and distribute your assistant as a deployable blueprint.

## Tutorial Part 4 — Purpose-Built Assistant

- [Create a Dedicated Assistant](https://docs.apexti.com/tutorial/part4/create-assistant.md): Create a new assistant for a single, specific job.
- [Write a Definition Prompt](https://docs.apexti.com/tutorial/part4/definition-prompt.md): Brief your assistant like a new team member.
- [Connect and Scope Services](https://docs.apexti.com/tutorial/part4/connect-scope.md): Hook up services and narrow the focus.
- [Design the Output](https://docs.apexti.com/tutorial/part4/design-output.md): Shape format, infographics, and model selection.
- [Schedule and Save](https://docs.apexti.com/tutorial/part4/schedule-save.md): Set recurring reports and save the configuration.

## Optional

- [Viewer Syntax Reference](https://docs.apexti.com/meta/viewer-syntax.md): Rendering conventions used by the docs viewer.
- [Docs Changelog](https://docs.apexti.com/meta/changelog.md): Notable changes to the Toolbelt documentation.
- [Documentation Summary](https://docs.apexti.com/SUMMARY.md): Canonical page map for humans and AI agents.
- [Docs Format](https://docs.apexti.com/FORMAT.md): Content rules for contributors and assistants.