# Set The Boundaries

> Set up agent rules and credential access

Content type: documentation
Source URL: https://www.agentpmt.com/docs/getting-started/step-2-set-the-boundaries
Markdown URL: https://www.agentpmt.com/docs/getting-started/step-2-set-the-boundaries?format=agent-md
Category: Getting Started

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# Configure Your Agent

## 1. Set Rules In Your Agent Budget

In your dashboard, choose how much freedom to give your agent:

**Control Freak Mode** — Add specific tools and workflows to your budget for controlled, predictable access.

**YOLO Mode** — Enable all tools, all workflows, or private workflows only. Release your agent to the wild!

### Check out the AI Agent Marketplace > [Workflows and AI Tools](/marketplace)

## 2. Link Credentials To The Agent Budget

Credentials will let your agent access platforms like Gmail, Slack, or other integrated services if you have enabled those connections.

There are two ways to connect credentials.

**Budget Wide Credentials :** Connect a credential to a budget if you want your agent to be able to use it for any tool that needs that credential. For example, the same Google Oauth connection can be used for Drive, Gmail, and Docs tools.

**Tool Specific Credentials :** You can connect a credential directly to a tool by adding the tool to your budget, and connecting it on the tool card. Credentials attached to tools will overrule budget wide credentials. If you want your Gmail tool attached to one email, and your Drive tool connected to another, put a different credential on each tool.

**Privacy First Always!** Credentials are encrypted and only accessible to the tool running in the cloud. Your AI agent never sees the actual credentials—it can't accidentally leak what it doesn't know.

# What Is A Budget Exactly?

A budget lets you break agent control up into separate groups, with a spending limit set for specific AI agents or specific purposes. If you connect a wallet to your agent and let it make purchases with X402Direct, a budget lets you set the amount the agent can spend from your wallet. While you don't need this set up to use the workflows and tools, you can learn more about this here if you are interested - [X402Direct](/x402)

## Control What Your Agents Can Access

Budgets also let you limit which agents can access different tools and workflows.

For example, say you have a local Claude agent that handles your marketing. You might enable only marketing-related tools and workflows for that agent, but not connect it to your accounting software.

Or, if you want Codex to handle basic accounting tasks but not email customers, you might enable the QuickBooks connection for a Codex budget, but not your Gmail connection.

Most LLMs also let you enable and disable servers in the same LLM, depending on the task you're working on. Use Claude for everything? Toggle off the Accounting Budget while it's working on marketing, and switch it back on at the end of the month to fly through reconciliations.

## Connecting Your Agent to a Budget

To connect each unique budget, use the **Bearer Token** from that budget card when connecting the Dynamic MCP server to your agent. This connects your agent only to that budget. You will need to add additional MCP connections for each subsequent budget.

## Notes

### X402 Spending Limits

If you have enabled your onchain wallet, you will see an X402Direct spending limit on your budget. The spending limit only applies to spending USDC or other stablecoins out of your wallet—it does **not** stop your agent from spending pre-purchased credits.

**Example:** If you have 100 prepaid credits in your account and the agent has a $10 budget, it can spend all 100 credits plus purchase $10 more worth of credits (if your wallet is funded with USDC). It can spend this automatically without asking for additional approvals. If you don't want this to happen, don't fund your wallet, or set the allowed budget to $0

### Credit Card Purchases

If you connect your credit card and your agent is making a purchase on your behalf, you will **always** get an alert requiring your approval, regardless of your budget settings.