OpenAI Key Setup
ToolboxAI can use OpenAI models to power the Activity Summarizer, Extractor, and RecordAI tools. To use OpenAI, you'll need an API key from OpenAI and a few dollars of credit on your OpenAI account.
Claude Key Setup
ToolboxAI can use Anthropic's Claude models to power the Activity Summarizer, Extractor, and RecordAI tools. To use Claude, you'll need an API key from Anthropic and a few dollars of credit on your Anthropic account.
Agentforce Setup
ToolboxAI can hand a tool's requests off to your own Agentforce agent instead of calling OpenAI or Claude directly. There's no API key to create — Agentforce runs inside your Salesforce org, so ToolboxAI just needs Agentforce turned on and the API Name of the agent you want it to use.
AI Provider Data Security
Every AI provider ToolboxAI supports — OpenAI, Anthropic (Claude), and Salesforce Agentforce — is independently SOC 2 audited, and each has its own data retention policy and security architecture on top of that. This page summarizes what each provider does with your data, and what ToolboxAI itself does to reduce what leaves your org in the first place.