# Update an org agent

> The agents.update operation: PATCH /api/v1/agents/{id} in the REST API and the agents_update tool in the MCP server.

Changes an agent's name, description, contact or vendor, its `role` and `scope`, live access
(`livemodeAccess`), token `scopes`, `limits`, `toolSets` or whether every token must be DPoP-bound
(`dpopBoundAccessTokens`: then the token endpoint refuses a request without a `DPoP` proof; tokens already issued
keep working until they expire). Send only what changes; `null` in `limits` clears a value. Changes apply to the
agent's next call: role, scope and live access are read on every call, and its current tokens are narrowed to the
new scopes at once (wider scopes need a new token).

The same rules as creating apply: never `org_owner`, never more than you have yourself at the agent's scope and
mode. A revoked agent can't be changed.

`limits` are enforced on every call (spec §41.4): `rps` operation calls per second (`agent_rate_limited`),
`mutationsPerDay` changes per UTC day and mode (`agent_daily_limit_reached`), and `amountLimits` per financial
operation and currency: a call above `perCall`, or above `perDay` with what the agent already moved today, or
without an amount, **creates an approval request instead of running**. Amount limits apply only to operations
that carry an amount (those an approval policy can limit).

## At a glance

- **REST:** `PATCH /api/v1/agents/{id}`
- **MCP tool:** `agents_update`
- **Operation ID:** `agents.update`
- **Scope:** Organization
- **Permission:** `agents:admin`
- **Risk tier:** `security`
- **Dry run:** Supported (send `Ownrecord-Dry-Run: true`)
- **Idempotency:** `Idempotency-Key` optional
- **Modes:** Test and live
- **Authentication:** API key with the `agents:admin` scope
- **Since:** M10

## Request

### Path parameters

| Field | Type       | Description |
| ----- | ---------- | ----------- |
| `id`  | `agt_…` ID |             |

### Body

A JSON object (`Content-Type: application/json`):

| Field                               | Type                                                                                               | Required | Description                                                                               |
| ----------------------------------- | -------------------------------------------------------------------------------------------------- | -------- | ----------------------------------------------------------------------------------------- |
| `name`                              | string                                                                                             | No       |                                                                                           |
| `description`                       | string or null                                                                                     | No       |                                                                                           |
| `contact`                           | string or null                                                                                     | No       |                                                                                           |
| `vendor`                            | string or null                                                                                     | No       |                                                                                           |
| `role`                              | one of `org_admin`, `billing_admin`, `finance`, `tax_manager`, `support`, `developer`, `viewer`    | No       |                                                                                           |
| `scope`                             | object                                                                                             | No       |                                                                                           |
| `livemodeAccess`                    | boolean                                                                                            | No       |                                                                                           |
| `scopes`                            | array of one of 84 values, e.g. `org:read`, `org:write`, `org:admin` (all in the OpenAPI document) | No       |                                                                                           |
| `dpopBoundAccessTokens`             | boolean                                                                                            | No       | Require DPoP for every token: a token request without a DPoP proof is refused (RFC 9449). |
| `limits`                            | object                                                                                             | No       |                                                                                           |
| `limits.rps`                        | integer (1 to 10000) or null                                                                       | No       |                                                                                           |
| `limits.mutationsPerDay`            | integer (0 to 10000000) or null                                                                    | No       |                                                                                           |
| `limits.amountLimits`               | array of object                                                                                    | No       |                                                                                           |
| `limits.amountLimits[].operationId` | string                                                                                             | Yes      |                                                                                           |
| `limits.amountLimits[].perCall`     | money or null                                                                                      | No       |                                                                                           |
| `limits.amountLimits[].perDay`      | money or null                                                                                      | No       |                                                                                           |
| `toolSets`                          | array of string                                                                                    | No       |                                                                                           |

## Response

`200 OK` with a JSON object:

| Field                               | Type                                                                                               | Description |
| ----------------------------------- | -------------------------------------------------------------------------------------------------- | ----------- |
| `id`                                | `agt_…` ID                                                                                         |             |
| `object`                            | `"agent"`                                                                                          |             |
| `orgId`                             | `org_…` ID                                                                                         |             |
| `name`                              | string                                                                                             |             |
| `description`                       | string or null                                                                                     |             |
| `contact`                           | string or null                                                                                     |             |
| `vendor`                            | string or null                                                                                     |             |
| `ownerType`                         | one of `org`, `app`                                                                                |             |
| `appInstallationId`                 | `ains_…` ID or null                                                                                |             |
| `role`                              | one of `org_admin`, `billing_admin`, `finance`, `tax_manager`, `support`, `developer`, `viewer`    |             |
| `scope`                             | object                                                                                             |             |
| `livemodeAccess`                    | boolean                                                                                            |             |
| `limits`                            | object                                                                                             |             |
| `limits.rps`                        | integer or null                                                                                    |             |
| `limits.mutationsPerDay`            | integer or null                                                                                    |             |
| `limits.amountLimits`               | array of object                                                                                    |             |
| `limits.amountLimits[].operationId` | string                                                                                             |             |
| `limits.amountLimits[].perCall`     | money or null                                                                                      |             |
| `limits.amountLimits[].perDay`      | money or null                                                                                      |             |
| `toolSets`                          | array of string                                                                                    |             |
| `status`                            | one of `active`, `paused`, `revoked`                                                               |             |
| `clientId`                          | `ocl_…` ID                                                                                         |             |
| `authMethod`                        | one of `client_secret_basic`, `client_secret_post`, `private_key_jwt`                              |             |
| `secretPrefix`                      | string or null                                                                                     |             |
| `dpopBoundAccessTokens`             | boolean                                                                                            |             |
| `scopes`                            | array of one of 84 values, e.g. `org:read`, `org:write`, `org:admin` (all in the OpenAPI document) |             |
| `createdBy`                         | string                                                                                             |             |
| `createdAt`                         | string                                                                                             |             |
| `updatedAt`                         | string                                                                                             |             |
| `pausedAt`                          | string or null                                                                                     |             |
| `revokedAt`                         | string or null                                                                                     |             |

## Examples

### Enable live mode

```http
PATCH /api/v1/agents/agt_01m4ttwd3veh9apbewxheq5xh8
Authorization: Bearer or_test_…
Content-Type: application/json

{
  "livemodeAccess": true
}
```

Response (`200`):

```json
{
  "id": "agt_01m4ttwd3veh9apbewxheq5xh8",
  "object": "agent",
  "orgId": "org_01m4ttwd3veh9apbewxheq5xh3",
  "name": "Bookkeeper",
  "description": "Prepares and files the quarterly OSS return",
  "contact": "ops@acme.example",
  "vendor": "In-house, Claude via the MCP server",
  "ownerType": "org",
  "appInstallationId": null,
  "role": "finance",
  "scope": {
    "type": "org"
  },
  "livemodeAccess": true,
  "limits": {
    "rps": null,
    "mutationsPerDay": null,
    "amountLimits": [
      {
        "operationId": "refunds.create",
        "perCall": null,
        "perDay": {
          "amount": "200000000",
          "currency": "EUR"
        }
      }
    ]
  },
  "toolSets": [],
  "status": "active",
  "clientId": "ocl_01m4ttwd3veh9apbewxheq5xh9",
  "authMethod": "client_secret_basic",
  "secretPrefix": "or_cs_Exampl",
  "dpopBoundAccessTokens": false,
  "scopes": ["filings:read", "filings:write", "tasks:read", "tasks:write"],
  "createdBy": "usr_01m4ttwd3veh9apbewxheq5xh6",
  "createdAt": "2026-10-25T09:00:00.000Z",
  "updatedAt": "2026-10-26T14:30:00.000Z",
  "pausedAt": null,
  "revokedAt": null
}
```

### Refunds up to €50 each and €200 a day; above, a person approves

```http
PATCH /api/v1/agents/agt_01m4ttwd3veh9apbewxheq5xh8
Authorization: Bearer or_test_…
Content-Type: application/json

{
  "limits": {
    "amountLimits": [
      {
        "operationId": "refunds.create",
        "perCall": {
          "amount": "50000000",
          "currency": "EUR"
        },
        "perDay": {
          "amount": "200000000",
          "currency": "EUR"
        }
      }
    ]
  }
}
```

Response (`200`):

```json
{
  "id": "agt_01m4ttwd3veh9apbewxheq5xh8",
  "object": "agent",
  "orgId": "org_01m4ttwd3veh9apbewxheq5xh3",
  "name": "Bookkeeper",
  "description": "Prepares and files the quarterly OSS return",
  "contact": "ops@acme.example",
  "vendor": "In-house, Claude via the MCP server",
  "ownerType": "org",
  "appInstallationId": null,
  "role": "finance",
  "scope": {
    "type": "org"
  },
  "livemodeAccess": false,
  "limits": {
    "rps": null,
    "mutationsPerDay": null,
    "amountLimits": [
      {
        "operationId": "refunds.create",
        "perCall": {
          "amount": "50000000",
          "currency": "EUR"
        },
        "perDay": {
          "amount": "200000000",
          "currency": "EUR"
        }
      }
    ]
  },
  "toolSets": [],
  "status": "active",
  "clientId": "ocl_01m4ttwd3veh9apbewxheq5xh9",
  "authMethod": "client_secret_basic",
  "secretPrefix": "or_cs_Exampl",
  "dpopBoundAccessTokens": false,
  "scopes": ["filings:read", "filings:write", "tasks:read", "tasks:write"],
  "createdBy": "usr_01m4ttwd3veh9apbewxheq5xh6",
  "createdAt": "2026-10-25T09:00:00.000Z",
  "updatedAt": "2026-10-26T14:30:00.000Z",
  "pausedAt": null,
  "revokedAt": null
}
```

### Require DPoP-bound tokens

From now on the token endpoint refuses the agent's token requests without a DPoP proof.

```http
PATCH /api/v1/agents/agt_01m4ttwd3veh9apbewxheq5xh8
Authorization: Bearer or_test_…
Content-Type: application/json

{
  "dpopBoundAccessTokens": true
}
```

Response (`200`):

```json
{
  "id": "agt_01m4ttwd3veh9apbewxheq5xh8",
  "object": "agent",
  "orgId": "org_01m4ttwd3veh9apbewxheq5xh3",
  "name": "Bookkeeper",
  "description": "Prepares and files the quarterly OSS return",
  "contact": "ops@acme.example",
  "vendor": "In-house, Claude via the MCP server",
  "ownerType": "org",
  "appInstallationId": null,
  "role": "finance",
  "scope": {
    "type": "org"
  },
  "livemodeAccess": false,
  "limits": {
    "rps": null,
    "mutationsPerDay": null,
    "amountLimits": [
      {
        "operationId": "refunds.create",
        "perCall": null,
        "perDay": {
          "amount": "200000000",
          "currency": "EUR"
        }
      }
    ]
  },
  "toolSets": [],
  "status": "active",
  "clientId": "ocl_01m4ttwd3veh9apbewxheq5xh9",
  "authMethod": "client_secret_basic",
  "secretPrefix": "or_cs_Exampl",
  "dpopBoundAccessTokens": true,
  "scopes": ["filings:read", "filings:write", "tasks:read", "tasks:write"],
  "createdBy": "usr_01m4ttwd3veh9apbewxheq5xh6",
  "createdAt": "2026-10-25T09:00:00.000Z",
  "updatedAt": "2026-10-26T14:30:00.000Z",
  "pausedAt": null,
  "revokedAt": null
}
```

### Cap requests and mutations

```http
PATCH /api/v1/agents/agt_01m4ttwd3veh9apbewxheq5xh8
Authorization: Bearer or_test_…
Content-Type: application/json

{
  "limits": {
    "rps": 5,
    "mutationsPerDay": 500
  }
}
```

Response (`200`):

```json
{
  "id": "agt_01m4ttwd3veh9apbewxheq5xh8",
  "object": "agent",
  "orgId": "org_01m4ttwd3veh9apbewxheq5xh3",
  "name": "Bookkeeper",
  "description": "Prepares and files the quarterly OSS return",
  "contact": "ops@acme.example",
  "vendor": "In-house, Claude via the MCP server",
  "ownerType": "org",
  "appInstallationId": null,
  "role": "finance",
  "scope": {
    "type": "org"
  },
  "livemodeAccess": false,
  "limits": {
    "rps": 5,
    "mutationsPerDay": 500,
    "amountLimits": [
      {
        "operationId": "refunds.create",
        "perCall": null,
        "perDay": {
          "amount": "200000000",
          "currency": "EUR"
        }
      }
    ]
  },
  "toolSets": [],
  "status": "active",
  "clientId": "ocl_01m4ttwd3veh9apbewxheq5xh9",
  "authMethod": "client_secret_basic",
  "secretPrefix": "or_cs_Exampl",
  "dpopBoundAccessTokens": false,
  "scopes": ["filings:read", "filings:write", "tasks:read", "tasks:write"],
  "createdBy": "usr_01m4ttwd3veh9apbewxheq5xh6",
  "createdAt": "2026-10-25T09:00:00.000Z",
  "updatedAt": "2026-10-26T14:30:00.000Z",
  "pausedAt": null,
  "revokedAt": null
}
```

## Errors

| Code                                                                                                         | HTTP status | When                                                                                                          | What to do                                                                                                              |
| ------------------------------------------------------------------------------------------------------------ | ----------- | ------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------- |
| [`validation_failed`](https://ownrecord.io/docs/reference/errors.md#validation_failed)                       | 400         | A field is invalid, e.g. a scope the role can't use, or an amount limit on an operation that moves no amount. | Fix the fields listed in `details.issues` and send the request again.                                                   |
| [`agent_role_invalid`](https://ownrecord.io/docs/reference/errors.md#agent_role_invalid)                     | 400         | The role is org_owner, or isn't allowed at the scope's type.                                                  | Choose a role other than org_owner, at a scope the role allows (org, entity or brand; see the role table in the docs).  |
| [`agent_delegation_not_allowed`](https://ownrecord.io/docs/reference/errors.md#agent_delegation_not_allowed) | 403         | The agent would get a permission (or live access) you don't have at its scope.                                | Choose a narrower role, scope or token scopes, turn off live mode for the agent, or ask an organization owner to do it. |
| [`agent_revoked`](https://ownrecord.io/docs/reference/errors.md#agent_revoked)                               | 409         | The agent is revoked.                                                                                         | Create a new agent instead.                                                                                             |
| [`resource_not_found`](https://ownrecord.io/docs/reference/errors.md#resource_not_found)                     | 404         | No such agent, or the scope's entity or brand doesn't exist.                                                  | Check the ID and that your credentials are scoped to the right organization, entity, brand and mode.                    |
| [`version_conflict`](https://ownrecord.io/docs/reference/errors.md#version_conflict)                         | 409         | The agent changed at the same moment; retry.                                                                  | Fetch the object again and retry the change.                                                                            |
| [`permission_denied`](https://ownrecord.io/docs/reference/errors.md#permission_denied)                       | 403         | You can't manage agents.                                                                                      | Ask an organization owner or admin for a role or scope that allows this action.                                         |

It can also return these [common errors](https://ownrecord.io/docs/reference.md#common-errors): [`api_version_unsupported`](https://ownrecord.io/docs/reference/errors.md#api_version_unsupported), [`invalid_json`](https://ownrecord.io/docs/reference/errors.md#invalid_json), [`unsupported_media_type`](https://ownrecord.io/docs/reference/errors.md#unsupported_media_type), [`authentication_required`](https://ownrecord.io/docs/reference/errors.md#authentication_required), [`api_key_invalid`](https://ownrecord.io/docs/reference/errors.md#api_key_invalid), [`idempotency_key_reused`](https://ownrecord.io/docs/reference/errors.md#idempotency_key_reused), [`idempotency_in_progress`](https://ownrecord.io/docs/reference/errors.md#idempotency_in_progress), [`approval_required`](https://ownrecord.io/docs/reference/errors.md#approval_required), [`approval_rejected`](https://ownrecord.io/docs/reference/errors.md#approval_rejected), [`approval_expired`](https://ownrecord.io/docs/reference/errors.md#approval_expired), [`stale_approval`](https://ownrecord.io/docs/reference/errors.md#stale_approval), [`approval_policy_denied`](https://ownrecord.io/docs/reference/errors.md#approval_policy_denied), [`rate_limited`](https://ownrecord.io/docs/reference/errors.md#rate_limited), [`internal_error`](https://ownrecord.io/docs/reference/errors.md#internal_error).
