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Version: 8.3

Start working with the Creatio AI app development toolkit

Level: beginner

To start building applications in Creatio by describing what you need in plain language and letting the coding agent handle the implementation, set up the toolkit using the Setup Wizard. Learn more: Set up the Creatio AI app development toolkit.

We recommend using a development environment for all toolkit-related work. Making changes on a production environment might cause unexpected issues. Learn more: Environment overview.

The steps in this article apply to any supported coding agent. Screenshots are based on Codex.

The toolkit does not make any changes to your computer, so we recommend granting the agent full execution permissions — otherwise, the agent will ask for confirmation before each operation.

If you are using Codex, Plan mode is a convenient way to review and respond to agent questions; other agents may handle this differently. We also recommend enabling notifications in your coding agent so you can see promptly when the agent is waiting for your input.

If something is unclear, you can stop the agent at any time and ask it to explain what it is doing and why. For example, if the agent is taking an unusually long time on a task, it may have made an error or may not yet have enough instructions to complete it.

After the Setup Wizard completes, your coding agent is ready to use. The installed skill is picked up automatically when you ask the agent to create or configure a Creatio application. If needed, you can also invoke the skill manually — the method depends on your coding agent.

Before you start, we recommend reviewing the official documentation for your coding agent. Learn more: Claude Code (official vendor documentation), Codex (official vendor documentation).

  1. Describe your task in plain language in the new chat. To make sure the agent uses the Creatio toolkit, you can explicitly mention the Creatio-app-orchestrator skill in your request. Learn more: Claude Code skills (official vendor documentation), Codex skills (official vendor documentation).

    For example:

    Create Customer requests app. A simple Customer requests app is a lightweight tool for managing customer requests. It enables users to create and maintain a list of requests, update their status, and manage request details throughout their lifecycle.

    For more prompt examples, see Working with coding agents in Creatio.

  2. Review the plan the agent prepares and confirm it before proceeding. The plan describes what will be created or modified. If the requirements are clear and detailed, the agent might skip the plan and proceed directly to implementation.

  3. Provide the connection details the agent needs to connect to your Creatio website. If your security policy does not allow sharing environment credentials with an LLM, you can connect to the Creatio environment directly through Clio. In this case, the agent will use the existing Clio connection and you will not need to provide credentials in the prompt. Learn more: Set up Creatio instance for working with Clio (vendor documentation).

    You can include connection details directly in your first prompt together with the task description:

    Use the following Creatio environment:
    URL: https://your-site.creatio.com
    Username: user@example.com
    Password: your-password

    Create Customer requests app. A simple Customer requests app is a lightweight tool for managing customer requests. It enables users to create and maintain a list of requests, update their status, and manage request details throughout their lifecycle.

    Where:

    • URL — the address of your Creatio site.
    • Username — your Creatio login.
    • Password — your Creatio password.

    Alternatively, start with the task description only. In this case, the agent will ask for the connection details before starting implementation.

  4. Open your Creatio site and verify the created application, section, object, page, or other artifacts.

As a result, the coding agent will create the requested application in your Creatio environment. You will be able to review the generated artifacts and continue development using the same toolkit workspace.


See also

Creatio AI app development toolkit

Set up the Creatio AI app development toolkit

Working with coding agents in Creatio