Agent Permissions

The agent’s capabilities are controlled by a permission system that limits what it can access and modify.

Tool Categories

Category	Approval Required	Description
query	No	Read-only data queries (orders, shipments, stats)
propose	Yes	Creates a pending action for approval
execute	Yes (pre-approved)	Runs an approved action
memory	No	Reads and writes agent memory
system	No	Internal tools (formatting, calculations)

Available Tools

Read Tools (Auto-Execute)

Tool	Description
`search_orders`	Search orders by status, date, customer, tracking
`get_order`	Get full order details by ID or order number
`get_order_items`	Get line items for an order
`count_orders_by_status`	Count orders grouped by status
`search_shipments`	Search shipments by status, carrier, tracking, date
`get_shipment`	Get full shipment details by ID
`get_shipping_rates`	Get rates from a carrier account
`list_carrier_accounts`	List carrier accounts
`get_order_activity`	Get audit trail / activity history for an order
`track_package`	Get tracking checkpoints by shipment ID or tracking number
`list_bridges`	List configured bridges with status (no credentials)
`list_dispatchers`	List dispatchers with priority and assignment counts
`order_summary`	Aggregate order stats (revenue, AOV, status counts)
`shipment_summary`	Aggregate shipment stats by status and carrier
`fulfillment_performance`	Fulfillment speed metrics and rates
`recall`	Search agent memory

Write Tools (Require Approval)

Tool	Description
`update_order`	Update tags, note, status, or fulfillment_status
`release_orders`	Release held orders (batch)
`cancel_order`	Cancel an order with optional reason
`bulk_update_orders`	Batch update status/tags on multiple orders
`assign_dispatcher`	Assign an order to a dispatcher
`trigger_sync`	Trigger a bridge task (e.g. grab-orders)
`create_shipment`	Create a shipment record for an order
`update_shipment_status`	Update the status of a shipment
`remember`	Store a fact or preference in agent memory
`forget`	Delete a memory entry

What the Agent Can Do

Without Approval (Auto)

Query orders, shipments, and operational data
Search and filter across all entities
View order activity history and tracking checkpoints
List bridges and their sync status
List dispatchers and routing rules
Generate reports and summaries
Access agent memory
Provide recommendations

With Approval (Pending Action)

Update order status, tags, or notes
Release held orders
Cancel orders
Bulk update multiple orders
Assign orders to dispatchers
Trigger bridge syncs
Create or update shipments

Never

Delete data
Modify organization settings
Change user roles or permissions
Access other organizations’ data
Expose bridge credentials

Configuring Permissions

Organization admins can configure agent permissions under Settings > Agent:

Enable/disable specific tool categories
Set the maximum affectedItemCount for auto-approval
Configure approval expiration time
Restrict which users can interact with the agent

Scheduled Tasks Overview