Choose tools and understand which need approval
The list of tools an agent can use, what each does, and which ones always pause for your approval.
An agent can only do what its tools allow. On the agent's page, the Tools section lists everything available. Tick the ones this agent needs and nothing else.
Where to set tools
- Open an agent from Agents.
- In Tools, tick the checkboxes. Tools are grouped, and each shows its name, a one-line description and the permission it uses.
- Choose Save changes.
A badge reading Needs approval means each use of that tool pauses the run and asks you first.
The tools
Web
http.fetchreads a public web page or web service (GET or HEAD). Private and internal addresses are refused and responses are size-limited.
PGB
pgb.database.queryruns one read-only query on a project database you have access to. It returns up to 100 rows and cannot change data.
Marketplace
registry.searchsearches PGB Marketplace.registry.planshows what installing a package would add, without changing anything.registry.installinstalls a package. Needs approval.
Memory
memory.saveremembers a note for future runs;memory.recalllooks notes up by keyword. Each agent can keep 200 notes.
Notify
notify.emailsends an email to you only. Needs approval.
PGB Business (needs an API key, see below)
business.mail.search,business.mail.draft(saves a draft, sends nothing),business.mail.send(Needs approval),calendar.list,calendar.create(Needs approval) anddrive.search.
There is also a group of tools for connected servers, covered below.
PGB Business access
If you tick a mail, calendar or drive tool, a PGB Business access section appears. Enter the Mailbox address and an API key you created in PGB Business, then choose Save key. Give that key only the access this agent needs. Afterwards only the last four characters are shown, and you can Remove key at any time.
Connected servers
If you tick a connected-servers tool, a Connected servers box appears. Add one web address per line. The agent may only call servers listed there.
Good to know
- Approval rules are re-checked when you approve: the agent must still be active, still own the tool, and the target must still be allowed.
- Package authors can also require approval for other tools. You will see Needs approval on those too.
- Fewer tools means fewer surprises. Start small and add tools one at a time.
- See The approvals inbox for what happens when a run pauses.
More guides in PGB Agents
What a PGB Agent is and what it can do
An agent is a saved job with instructions, a list of allowed tools, a budget and a record of every step it takes.
Create an agent from scratch or from the Marketplace
Make a blank agent in two clicks, or add a ready-made one from PGB Marketplace and review it before it runs.
Write good instructions for an agent
How to word the Instructions box so an agent does the right job, stays inside its limits and tells you when it is unsure.
Start agents manually, on a schedule or from a webhook
Run an agent by hand, set it to repeat with the schedule builder, or give it a private web address that starts a run.
Set budgets and know when a run will stop
Put a dollar limit on each run and each month, and learn the other limits that stop an agent from running away.
Read a run and its live trace
Follow an agent step by step while it works, understand each status and open the details of any tool call.