Version: 8.3

Start working with the Creatio AI app development toolkit

Level: beginner

note

The Creatio AI app development toolkit is available for beta testing and is compatible with versions 8.3.0 and later. If you have any feedback, contact us at: beta@creatio.com. All feedback is appreciated.

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 coding agent needs access to the toolkit instructions to understand Creatio-specific concepts, development rules, and implementation workflows. In the beta version, you must start and continue the conversation with the agent from the folder that contains the toolkit instructions. This folder is created automatically during toolkit installation.

Open your coding agent on your computer.
Copy the workspace path from the installer window if needed. The Setup Wizard displays the path on the Completion step.
Open the toolkit folder in your coding agent. Use the workspace path provided by the installer.

Toolkit folder in the coding agent
Start a new chat from the opened toolkit workspace. This ensures that the agent can access the Creatio-specific instructions during the conversation.

New chat in the toolkit workspace

Describe your task in plain language in the new chat, 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.

Review the plan the agent prepared 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.
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.

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.
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​

See also