# Agent & MCP

> Use the built-in Agent and approve what it proposes before anything is sent or paid.

Source: https://support.billingmart.com/agent
Updated: 2026-10-26

- [The Agent: Ask, Plan, Audit and Auto](https://support.billingmart.com/agent/agent-modes.md): What the built-in Agent is, the four modes that decide what waits for you, how to switch between them, and what Auto needs before it will run.
- [Approve or reject what the Agent proposes](https://support.billingmart.com/agent/approve-agent-requests.md): Where the Agent's requests wait, what the approval card shows, what it asks you to confirm, how long a request lasts, and how to approve or reject it.
- [What always needs a person](https://support.billingmart.com/agent/what-always-needs-a-person.md): The requests no Agent or assistant can run by itself, the extra kinds the built-in Agent can run in Auto, and what still sends a request to you.
- [AI credits](https://support.billingmart.com/agent/ai-credits.md): What AI credits are, what spends them, where to see your balance, what happens when they run out, and why a failed AI request can still use some.
- [Work records with the Agent and connected assistants](https://support.billingmart.com/agent/work-records-with-the-agent.md): What the built-in Agent and a connected assistant can do with your work records and record types, and what always waits for a person.
- [Set up your work records with BillingMart AI](https://support.billingmart.com/agent/customize-your-workspace-with-billingmart-ai.md): Describe your business and get a proposed setup of words, record types, questions, stages and documents. Review it, then apply it or edit it by hand.