Set Up Approval Workflows for Your Agency

Configure MCP360 approval workflows to ensure every AI write operation gets reviewed.

Overview

Approval workflows protect your clients from unintended AI-initiated changes. Any write operation above a configurable threshold creates an approval request instead of executing immediately.

Configuring Budget Safety Thresholds

Go to [Dashboard → Settings](/dashboard/settings)

Click the **Budget Safety** tab

Configure:

- Require approval for changes above: $5,000 (default)

- Max single budget increase: 50% of current budget

- Cooldown between budget changes: 5 minutes

Testing Approval Workflows

Ask Claude to make a large budget change:

Increase the budget for my top Meta campaign to $10,000/day

If the change exceeds your threshold, Claude will respond:

"This operation requires manager approval: Budget change of $10,000 exceeds approval threshold of $5,000. An approval request has been created."

Reviewing and Approving Requests

Go to [Dashboard → Approvals](/dashboard/approvals)

You'll see the pending request with full context:

- Who (which AI client) requested it

- What they're requesting (exact budget change)

- Which campaign it affects

Click **Approve** or **Reject**

The approved action executes immediately; rejections notify the requester

Notification Settings

Go to Settings → Notifications to configure:

Email notifications when a new approval request is created

Slack webhook for real-time team alerts (coming soon)

In-app badge count on the Approvals sidebar item

Best Practices for Agencies

Set lower thresholds for junior team members' API keys

Require approval for all campaign pauses on client accounts

Set a 24-hour expiration on approval requests

Add all account managers as approvers for their respective client accounts

Related Guides

Configure Budget Safety Controls

4 min

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