Sources

The Sources section defines which external data is made available to the AI agent as contextual information.

Sources are read-only and are automatically added to the agent’s context during execution. They do not replace input parameters, but augment them with additional data the agent can reason over.

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Source types

Source type	Description
Dataclips	Datasets created within the Any2Info platform.
Dataflows	Dataflows within the Any2Info platform, used as tools.
Files	Uploaded documents such as PDF, DOCX, TXT, or other supported formats.
Vector Stores	Indexed data stored in vector storage, optimized for semantic search and retrieval.

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Tool calling

Tool calling is the mechanism by which an AI agent can actively invoke an external function or system during a conversation or task — not just generate text.

Supported tools

• Dataclips

• Dataflows

• Files (search)

• Web (search)

Importance of descriptions

For correct tool usage, clear descriptions are critical. The AI relies heavily on descriptions to understand when and how to use tools and how to map inputs and outputs correctly.

This applies to:

• Dataclips – Each dataclip has a Description field explaining its content and purpose

• Dataflows – Each dataflow has a Description field explaining what it does

• Event parameters – Each parameter includes a Description field describing its meaning and usage

Well-written descriptions significantly improve the agent’s ability to:

• Select the correct tool

• Populate parameters correctly

• Execute actions reliably

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Dataclips

What is it?

A (live) dataset available within the Any2Info platform (ERP, CRM, SQL, API, etc.).

What does it provide to the agent?

It supplies the AI with up-to-date, structured data to reason with.

Examples

• Relationships (AccountID, name, address)

• Articles (ArticleID, price, stock)

• Projects, orders, employees

Role in relation to agents

Dataclips answer the question: “What exists in my systems?”

Agents use dataclips to:

• Perform fuzzy matching

• Find IDs

• Validate user choices

• Prevent hallucinated input

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Dataflows

What is it?

An action or operation within the Any2Info platform, such as:

• Create

• Update

• Sync

• Export

• Trigger

What does it provide to the agent?

Dataflows are “the buttons the AI can press to make things happen.”

Examples

• Create a Synergy document

• Create a Synergy request

• Create a Synergy request with a document

• Send an email

• Download a PDF

Role in relation to agents

Dataflows answer the question: “What is the agent allowed to DO?”

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Files

What is it?

Concrete documents or media passed into an AI call.

Examples

• PDFs

• Word documents

• Excel files

• Images

• Scans

• Transcripts

What does it provide to the agent?

Files are the primary sources that must be read, interpreted, or analyzed.

From files, the AI can:

• Extract text

• Read amounts and values

• Interpret rules and clauses

• Understand document context

Ideal use cases

• Quotations

• Invoices

• Inspection reports

• Contracts

Role in relation to agents

Files represent: “Reality captured in documents.”

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Vector stores

What is it?

An indexed (external) knowledge base built on stored data using embeddings.

Typical contents

• Manuals

• Contracts

• Product documentation

• Procedures

• Historical cases

• Knowledge articles

What does it provide to the agent?

Vector stores give the AI semantic memory.

This enables:

• Meaning-based search instead of exact keyword matching

• Retrieval Augmented Generation (RAG)

• Policy enforcement

• Explanations and guidance

• Consistent answers

Role in relation to agents

Vector stores answer the question: “What does the organization know?”