--- title: Get started with Optimizely Mark tools slug: cms-13/docs/get-started-tools-cms-13 docTags: createdAt: 2026-07-30T20:22:01.166Z --- Mark (Optimizely Agent Platform) offers AI-powered content management tools for CMS 13 (PaaS) sites. Use these tools to create and edit AI-driven content, improve Search Engine Optimization (SEO), and generate schema markup within the CMS editorial interface. ## Prerequisites - .NET 10.0 or later. - `EPiServer.Cms.Core` 13.x (Optimizely CMS 13). - `Optimizely.Opal.Tools` 13.1.0 or later. - Opti ID configured for your CMS instance. ## Install the NuGet package Install the NuGet package. ```shell dotnet add package Optimizely.Cms.Opal.Tools ``` ## Configure services and endpoints ### Register services Add the CMS Mark tools to your service collection in `Startup.cs` or `Program.cs`. ```csharp services.AddCmsOpalTools(); ``` This registers the Mark tool service and all CMS tools in a single call. The underlying services (for example, `IContentService` and `ISeoService`) register automatically with Optimizely's `[ServiceConfiguration]` attribute and require no manual configuration. ### Configure endpoints Map the tool discovery and execution endpoints in your application pipeline. ```csharp app.UseEndpoints(endpoints => { endpoints.MapContent(); endpoints.MapOpalTools("/opal/"); }); ``` The `MapOpalTools` method accepts a prefix parameter (for example, `"/opal/"`) that determines the base path for all tool endpoints. - `GET {prefix}discovery` – Tool discovery endpoint (for example, `/opal/discovery`). - `POST {prefix}{tool_name}` – Tool execution endpoints (for example, `/opal/paas_cms_list_content_types`). ### Configure Mark instance Register your tool endpoints with the Mark backend so Mark can discover and invoke them. 1. Go to the Mark instance admin portal (for example, `https://mark.optimizely.com/instances/YOUR_INSTANCE_ID`) 2. Add a new **Tool Registry** entry. 3. Set the discovery URL to your application's discovery endpoint. ```text https://YOUR_CMS_HOST/opal/discovery ``` The Mark backend calls this URL to retrieve the list of available tools and their parameter schemas. ## Authenticate users with Opti ID All tools require authentication with [Opti ID](docId\:pbehd96P529DqHZ0HOQlm). When a user interacts with the Mark chat widget in the CMS UI, authentication flow is as follows: 1. The user authenticates with Opti ID when logging in to CMS. 2. Mark chat passes the user's Opti ID token to the Mark backend. 3. The Mark backend forwards the token when it invokes tool endpoints. 4. Each tool validates the token and impersonates the authenticated user for all CMS API calls. The authentication flow ensures all content operations respect each user's CMS permissions. Each user can only read, create, edit, or delete content they have permission to access. ## Available tools | Category | Tool name | Description | | ---------------------------------------- | ----------------------------------- | -------------------------------------------------------------------- | | **Content Types** | `paas_cms_list_content_types` | List all available content types. | | **Content Types** | `paas_cms_get_content_type_details` | Get detailed information about a content type. | | **Content Types** | `paas_cms_create_content_type` | Create a new content type. | | **Content Types** | `paas_cms_update_content_type` | Update an existing content type. | | **Content Types** | `paas_cms_delete_content_type` | Delete a content type. | | **Property Groups** | `paas_cms_list_property_groups` | List property groups (tabs). | | **Property Groups** | `paas_cms_create_property_group` | Create a new property group. | | **Content Items** | `paas_cms_get_content_data` | Get content item data and properties. | | **Content Items** | `paas_cms_update_content_item` | Update content item properties or create a new content item (draft). | | **Content Items** | `paas_cms_delete_content_item` | Move content to the waste basket. | | **Content Items** | `paas_cms_publish_content_item` | Publish a content item. | | **Variations** | `paas_cms_create_content_variation` | Create a locale variation of content. | | **Preview** | `paas_cms_get_content_preview_url` | Get the preview URL for content. | | **Search Engine Optimization (SEO)** | `paas_cms_seo_analysis` | AI-powered SEO analysis of content. | | **Search Engine Optimization (SEO)** | `paas_cms_seo_edit` | Apply SEO recommendations to content. | | **Generative Engine Optimization (GEO)** | `paas_cms_geo_analysis` | AI-powered generative engine optimization analysis. | | **Generative Engine Optimization (GEO)** | `paas_cms_geo_apply` | Apply JSON-LD schema markup to content. | | **Display Templates** | `paas_cms_list_display_templates` | List all display templates. | | **Display Templates** | `paas_cms_get_display_template` | Get one or more display templates by key. | | **Display Templates** | `paas_cms_create_display_template` | Create a display template (Visual Builder style or layout). | | **Display Templates** | `paas_cms_update_display_template` | Update an existing display template. | | **Media** | `paas_cms_upload_media` | Upload a media asset into CMS. | See [Available tools for CMS 13](docId\:v4llE83TvCJ0kzb27dct2). ## Endpoints When you configure `MapOpalTools("/opal/")`, the package exposes the following: | Method | Path | Description | | ------ | ------------------- | ------------------------------------------------------------------------------------- | | `GET` | `/opal/discovery` | Returns the tool registry and lists all available tools with their parameter schemas. | | `POST` | `/opal/{tool_name}` | Executes a specific tool (for example, `/opal/paas_cms_list_content_types`). | ## Local development See the `samples/OptiAlloy` directory for a working sample site. To run it locally, complete the following: 1. Start a SQL Server in Docker. ```shell docker run -e "ACCEPT_EULA=Y" -e "SA_PASSWORD=Qweerty123" -p 1433:1433 --name ms_sql_server -d mcr.microsoft.com/mssql/server:2022-latest ``` 2. Create the database. ```shell docker exec ms_sql_server /opt/mssql-tools18/bin/sqlcmd -S localhost -U SA -P Qweerty123 -C -Q "CREATE DATABASE OptiAlloyOpal" ``` 3. Set the connection string using user secrets. ```shell dotnet user-secrets set "ConnectionStrings:EPiServerDB" "Server=localhost,1433;Database=OptiAlloyOpal;User Id=SA;Password=Qweerty123;Encrypt=false;TrustServerCertificate=true;Connect Timeout=30" --project samples/OptiAlloy/OptiAlloy.csproj ``` 4. Run the sample site. ```shell dotnet run --project samples/OptiAlloy/OptiAlloy.csproj ``` The site runs at `https://localhost:5000`. Verify tools are registered by going to `https://localhost:5000/opal/discovery`.