Agents & AI

Create an agent

Set up an agent in the console and give it its first capability.

Creating an agent is three decisions: what it is called, what it may do, and which model drives it.

Create it

In your app, open Agents and choose New agent. Give it a name and a description of its job. The description is guidance for the model, not a permission — it shapes behaviour, it does not grant anything.

Give it a role

An agent with no role can do nothing. Assign it a role exactly as you would a person, and the policies bound to that role become its tools.

Start narrower than feels useful. It is easy to add a policy once you can see what the agent tried to do and could not; it is harder to notice something it should never have had.

Two agents in one app, each showing its assigned role and status
Two agents over the same data. One may update records and move money but must ask; the other cannot, because those actions are not in its grant at all.

Connect a model

Bind a model to the agent under Connect an LLM. You supply your own OpenAI or Anthropic key — the model provider bills you directly, and the key is stored encrypted.

Connected AI providers listed under Integrations, showing OpenAI and Anthropic connections
Connect a provider once for the organization, then bind it to any agent.

Decide what needs approval

Set the agent's approval posture. Auto-approval is a set of specific triggers rather than a single switch: anything outside the set halts and waits for a person. See Approvals & halts.

Try it

Talk to the agent from the console first. The run timeline shows each step, its arguments, and its outcome — including anything it attempted and was refused, which is the fastest way to find a missing policy.

Checking what it can actually do

Do not infer an agent's reach from its description. Ask it:

curl "$AUTHORIC_URL/$APP_UID/agent/tools" -H "Authorization: Bearer $AGENT_KEY"

That list is the truth — derived from policy at the moment you asked.

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