Policy templates
Start from a policy template.
Four policy templates are built in. Each sets payment limits, approval thresholds, allowed tools and rate limits. We configure your gateway policy from them with your team during the pilot. If you have not created a policy, the default allows payments up to $10,000 with no approval threshold.
Finance Guard
Payments up to $10,000, human approval above $5,000 and for every payment.initiate, invoice and report tools only, 50 actions an hour.
Safe Default
Payments up to $1,000, human approval above $500, 100 actions an hour.
API Strict
Read-only data and API tools, no payments, approval for API posts, allowlisted API domains, 200 actions an hour.
Supervisor Mode
Human approval for every tool call, 10 actions an hour.
Can't find your schema?
Custom policies are JSON objects: allowed capabilities and counterparties, transaction limits and an approval chain. The policy engine evaluates them and records the policy hash with each mandate. Custom policies are stored in Postgres, so they survive gateway deploys and restarts and are the same on every gateway replica. Talk to us to configure yours.
- · Identifier + version
- · Allowed capabilities + counterparties
- · Transaction limits
- · Approval chain
- · Policy hash carried by each mandate
Full policy reference available under sandbox access.