How to Configure Tools and Rules

Who this article is for
Use this article if you are an admin configuring approval policy.
What is a tool?
A tool is an action your AI agent may request permission to run.
Examples:

• issue_refund
• send_invoice
• delete_user
• change_subscription
• create_wire_transfer

The tool name in Stacksona Gate must match the name your agent sends in the API request.
What is a rule?
A rule checks a value in the request payload and chooses an action.
A rule can:

• Allow the action.
• Send the action to review.
• Reject the action.

Common rule types

• Upper limit: Match when a numeric value exceeds a threshold.
  
  • Example: Review refunds over 250.
• Lower limit: Match when a numeric value is below a threshold.
  
  • Example: Review confidence scores below 0.80.
• Between: Match when a number is within a range.
  
  • Example: Review transfer amounts from 500 to 2,000.
• Contains: Match when text contains a word or phrase.
  
  • Example: Reject reasons containing fraud.
• Regex: Match text against a pattern.
  
  • Example: Review emails sent to certain domains.

Create a tool rule

1. Go to Admin → Tools.
2. Select the tool.
3. Click to add a rule.
4. Choose the rule type.
5. Enter the payload parameter name.
6. Enter the threshold, value, range, or pattern.
7. Choose the action: Allow, Review, or Reject.
8. Save the rule.

Important rule tips

• Parameter names must match the keys in the agent’s request payload.
• Use clear and predictable payload fields such as amount, currency, customer_id, email, or risk_score.
• Start with conservative rules, then loosen them after observing real review patterns.
• Use Review for ambiguous cases and Reject for clearly prohibited cases.

Example policy
For a refund tool:

• Allow refunds below $50.
• Review refunds from $50 to $500.
• Reject refunds over $500 unless handled by a separate escalation process.