SMTP Tool Integration

Configure credentials for the SMTP Tool to authenticate with email servers for sending emails.

Learn more about the SMTP Tool in the Native Tools documentation.

Prerequisites

• SMTP server hostname or IP address
• SMTP server port number
• SMTP server username and password
• An assistant with Tool Use configuration access

Setup Steps

1. Navigate to your assistant's Tool Use configuration
2. Configure the SMTP tool for sending emails
3. In the SMTP tool configuration, you'll see the field for credentials

4. Click on the credentials field to select or create a credential. If you don't have any credentials yet, you'll see a message prompting you to create one

5. Click "Create credential" to open the credential creation modal. Fill in the credential details:
   • Label: Enter a descriptive name (e.g., "Company SMTP Server")
   • Scope: Select "User" or "Company" (see Personal vs Organization Scopes Comparison for guidance)
   • Username: Enter your SMTP server username
   • Password: Enter your SMTP server password

6. Click "Create" to save the credential. The credential will now appear as selected in the credentials field

7. Configure the SMTP server settings:
   • Host: SMTP server hostname or IP address
   • Port: SMTP server port number (commonly 25, 465, or 587)
   • Encryption: Select the encryption method (TLS, SSL, or None)
8. The SMTP tool will use this credential to authenticate with the email server

Credential Details

• Credential Type: Username/Password
• Supported Services: SMTP servers
• Token Refresh: Not applicable
• Scope: Can be Personal (USER) or Organization (COMPANY) - see Personal vs Organization Scopes Comparison for guidance

Notes

• The credential is linked to both the agent that uses the tool and the specific SMTP tool configuration
• For updating credentials, you'll need to create a new credential and update references in your tool configuration
• Test the email sending functionality after setup to ensure proper authentication