Guides

Every how-to article, grouped by area. Use the sidebar to navigate, or jump straight to whatever you’re looking for here.

Onboarding

• Onboarding — your first agent
• The dashboard tour

Agents

• Register an agent (Claude Desktop / MCPB)
• Register an agent (CLI)
• Connect an AI app (Claude web, ChatGPT, Cursor, Copilot Studio)
• Connect Claude web (claude.ai)
• Approve a pending registration
• Configure an agent’s permissions
• Suspend or reactivate an agent
• Delete an agent
• Find an agent’s SPIFFE ID

Platforms

• Connect a platform
• Add an MCP server
• Use a GitHub App bot identity
• Disconnect a platform
• Suggest a new platform
• Reauth a platform after it expires
• Set the connection mode

Governance

• Manage user policies
• Manage org guardrails
• Restrict who an agent can send to
• Restrict which repositories an agent can reach
• Control messages that leave your organisation
• Manage platform scopes
• Manage tags
• Suggest policies from current access

Approvals

• Approve agent actions in the dashboard
• Approve from mobile (with biometric)
• Approve from a push notification
• Delegate approval to a teammate
• How pending approvals work for agents
• Approve an agent’s access request

Audit & observability

• Review the audit log
• Export the audit log for compliance
• Inspect policy decisions
• Use the notifications inbox
• Enable push notifications
• Review and resolve anomalies
• Read agent self-reports

Settings & account

• Manage profile, password, and passkeys
• Find your Owner ID and Proxy URL
• Generate a Paperclip company key
• Export your data
• Suspend all agents
• Request a refund

Billing

• View your plan and usage
• Upgrade your plan
• Cancel your subscription
• Understand overage charges

Self-reporting

• Report an error from the agent to your owner