Control what Reah Agent can do in your workspace
Set what Reah Agent can see and prepare, how approvals apply, and how to limit its role so your team keeps the sign-off.
Last updated 8 days ago
Summary
Reah Agent prepares requests; it does not move money on its own. Use this guide to manage Agent Credits, MCP connections, and Slack access for your Business. Reah Agent works within the roles and Approval Flow your team sets. There is no separate Agent role picker, per-wallet scope UI, or capabilities toggle panel in production.
Can Reah Agent move money on its own?
No. Reah Agent prepares and submits each request. Your approval policies decide who signs off, the same way they do for a teammate. Money only moves after confirmation, business approval, and execution are each completed where your rules require them. Confirmation in chat is not the same as business approval, and approval is not the same as execution or settlement.
Before you begin
You are an Owner or an Admin. Admin changes to approval policies need Owner approval.
Your Money Movement approval rules are set the way you want. See Set transaction approval rules.
You know which tasks you want the agent to help with, for example drafting invoices or preparing payments.
Who can do what
These follow the default Reah roles. See Set up roles.
What Reah Agent can read and prepare
Invoice draft is separate from publish or send. Publishing or sending an invoice is not the same step as drafting it.
Reah Agent starts with no approval rights.
How to manage Reah Agent settings
Current Agent settings in production are organized around Credits, MCP, and Connect Slack. There is no Agent capabilities role/scope panel.
Agent Credits
Go to Settings → Agent → Credit.
Review Available and Recent activity & runs.
Use Add Credits when your Business needs more. Credits are metered; requests may be refused if Credits checks fail. See Get started with Reah Agent (About Agent Credits).
MCP connections
Go to Settings → Agent → MCP.
Connect an AI app with OAuth, choose Businesses and duration, then authorize.
Review Connected apps on the same page and Disconnect when access should end.
Production MCP is read-only.
Slack connection and member allowlist
Go to Settings → Agent → Connect Slack, or open Agent in Slack from the sidebar.
Select Add workspace and complete the Slack install for your Business.
Manage which members can use the bot with the Business member allowlist controls in Connect Slack.
Use Copy invite command or Copy bot mention to invite the bot into channels.
How approvals apply to agent actions
Treat confirmation, business approval, and execution as separate steps.
Confirmation is the chat or UI confirm that accepts a prepared action. It is not business approval.
Business approval follows your Money Movement rules in Reah. Approval rules are evaluated from top to bottom. The first matching rule determines the approval path.
Execution happens after required approvals are collected, according to your approval flow. Approval does not mean the payment has already settled.
Do not assume amounts of 100 USD or less always auto-approve for Agent. The default Money Movement template low-amount rule uses initiator groups that typically do not match the Agent identity the same way a human Admin or Member does. Do not claim every Agent money move needs Owner or Admin either. Follow the live Approval Flow for your Business.
Reah Agent does not execute transactions on its own. A person executes the request, or it runs automatically if your approval flow uses automatic execution.
Approvers review pending requests in Approvals, or from the tasks waiting for them on Overview.
If required approvals are not collected in time, the request is rejected or escalated to the Entity Owner, depending on your settings. Maximum timeout is 30 days.
Money Movement approval cannot be switched off for any user. Reah Agent cannot approve its own requests.
Set a safe starting point
Start with read-only questions and invoice drafts before preparing payments.
Review your Money Movement approval tiers before your team prepares payments with Agent.
Ask Reah Agent to prepare one small internal transfer, and walk it through confirmation, approval and execution.
Widen use once your team is comfortable with Credits, Slack allowlist, and MCP connections.
Control Reah Agent in Slack and in AI tools
Slack. Reah Agent in Slack uses the same Business connection and member allowlist you set in Connect Slack. Approvals happen in Reah, not in Slack.
AI tools through Reah MCP. Codex, Claude Code, Cursor and Grok Bot connections are read-only in production. Manage Business selection, duration and disconnect in Settings → Agent → MCP.
How to review what the agent did
Open Transactions, or open the request in Approvals, to see who or what initiated it, who approved it and when it executed.
Every action, by a person or by the agent, is recorded on the same audit trail as your team’s.
Review Credit usage under Settings → Agent → Credit → Recent activity & runs.
How to pause or turn off the agent
To stop Slack use for the Business, open Connect Slack as an Owner or Admin and disconnect the workspace. Personal unlink in Slack App Home removes one person’s link; it does not uninstall the shared Slack app.
To stop an AI tool, choose Disconnect in the MCP Connected apps list.
To stop new Agent runs when Credits are exhausted, leave Available at zero or below, or stop Add Credits purchases for the Business.
Requests already submitted stay in the approval queue until approved, rejected or timed out.
Notes and limits
Managing Credits, MCP, or Slack does not bypass approval rules or permissions.
Owner approval mode can only be changed by Owners.
Not every automation in Reah is Reah Agent. Scheduled conversions, Smart Wallet allocation and recurring invoices are product features with their own settings.
Still need help?
Reach out to Reah Support through the in-app chat or visit support.reah.com for more assistance.
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