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Installing Tools

Every marketplace item — AI tool, asset, notebook template, or credential template — installs the same way: open the marketplace card, confirm, and the item lands in your project. Free items install instantly; paid items deduct from the project's organization wallet.

1. Pick a project

Installs are project-scoped. Decide which project the tool belongs to before you start. Switch to it via Admin → Projects → {your project}.

2. Open the right marketplace

Pick the tab that matches what you're installing: - AI tool or assetAssets tab → Marketplace sub-tab. - Notebook templateNotebooks tab → Marketplace sub-tab. - Credential templateAPI Access tab → Marketplace sub-tab.

3. Inspect before installing

  1. Click any marketplace card.
  2. Review:
  3. Description and features — what does it do?
  4. Permissions — what does it need (LLM access, project credentials, external APIs)?
  5. Pricing — free, one-time, or usage-based.
  6. Publisher — who made it, link to their profile.
  7. Reviews and stats — install count and rating from other users.

4. Install

  1. Click Deploy (assets) or Install (notebooks/credentials).
  2. A confirmation dialog shows:
  3. The target project.
  4. The wallet the charge (if any) comes from.
  5. Any required configuration fields.
  6. Fill in required fields. For example, an AI tool may ask which model to use; a credential template may ask for the upstream secret to wrap.
  7. Click Confirm install.

You see a success toast and the item appears in My Assets, My Notebooks, or API Access → {credential type}.

5. Configure after install

Installed items are configurable per project but cannot be edited like items you created yourself: - Open the installed item from My Assets (or its category). - Adjust per-project settings (model parameters, prompt overrides, allowed callers). - Save.

To get a fully editable copy, fork the item from its detail view if the publisher allows it — this creates a project-owned version you can change freely.

6. Update an installed item

When the publisher ships a new version: - A badge on the installed item's card shows Update available. - Click it to review the changelog and apply the update. - Updates re-apply your per-project configuration where possible. Breaking changes are flagged.

7. Uninstall

  1. Open the installed item.
  2. Click Uninstall.
  3. Confirm.

Uninstalling stops any usage charges from accruing and removes the item from project listings. Historical activity logs and metrics are preserved.

8. Common issues

  • "Insufficient wallet balance" — top up the organization wallet or enable auto-recharge.
  • "Missing required scope" — the item needs a scope your project doesn't grant. Check the item's permission list and update your project's API key or Sentinel Pass as needed.
  • "Install failed" — open the activity log on the marketplace card; the publisher may have unpublished the item or upstream APIs may be unreachable.

For the wider browsing experience, see Browsing the marketplace.


Mirrored from traylinx-web:docs/user-manuals/marketplace/installing_tools.md. Edit the source in the traylinx-web repo — changes here are overwritten by the sync script.