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Create and manage agents

Create agents that act on your users' behalf, each with its own API key and audit log.

Agents let your application act on behalf of users who share accounts with it. Each agent has its own API key, a default Checkpoint role, and its own audit log.

Open the agents dashboard

Turn on developer mode in Settings → Developer, then open Agents in the developer dashboard.

Your agents

Create an agent

  1. Click Add agent.

  2. Give it a name and description.

  3. Save to create the agent and its API key.

Manage an agent

Open an agent to:

  • View its API key for server-to-server requests.

  • Rotate the key if it may have been exposed — the old key stops working immediately.

  • Revoke access to retire the agent.

  • Review its audit log — every API call the agent makes is recorded.

Note: Agents use the Checkpoint role by default, so when a user shares an account with your agent, the agent can use it without seeing the credentials. See Checkpoint.

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