Agent access & documentation

Agents use their own credentials and the same event and role rules as people.

Connect an agent

1. An administrator adds the agent in Staff & agents and selects its role and event assignments.
2. Issue an individual credential and store it privately in the agent’s connection settings.
3. Use the API with a Bearer credential, or connect an MCP client to /api/mcp using Streamable HTTP.

Operational rules

Practice and live records are separate. Simulations belong only in practice. Real participant corrections preserve attribution and history. Agent financial and deletion actions need human review; access changes need a human administrator.

Payments and email

Payments are recorded manually. Future processors can be connected through a common provider interface. Staff sign-in emails, Google sign-in and participant review emails appear when their business accounts are configured.