These are free, copy-paste templates for the documents every team deploying autonomous agents eventually needs — a spend policy, a purchase-authorization policy, a runbook, a cost-allocation sheet, an incident-response plan, and the operational templates around them. Adapt the fields; the structure is battle-tested.
Agent Purchase Authorization Policy. A policy template defining when and how AI agents may make purchases on behalf of a user or organization.
AI Agent Runbook Template. An operational runbook template for teams managing production AI agents, covering spend, safety, and incident response.
AI Agent Spend Policy Template. A formal spend policy template for organizations deploying AI agents with autonomous spending capability.
AI Cost Allocation Template. A template for attributing AI agent costs to internal teams, projects, or cost centers for chargeback and budgeting.
AI Agent Incident Response Plan Template. A template for responding to AI agent spend or safety incidents.
A ready-to-use workflow template for routing FLAGGED agent transactions to a human approver. Includes the notification message, the decision prompt, and the feedback loop back to the agent.
A template for setting spend limits by category — compute, API, ads, goods, services. Control where your agents spend, not just how much.
A template for configuring daily spending limits with alerts at 50%, 80%, and 100% thresholds. Prevent surprise bills from autonomous agent spending.
A template for configuring merchant allowlists and blocklists in sipi.bot. Control which vendors your autonomous agents can and cannot spend money with.
A reusable system prompt template that instructs your AI agent to check spend limits before every purchase. Drop into any agent framework — LangChain, CrewAI, OpenAI, Vercel AI SDK.
A policy document template that defines spending rules for AI agents across your organization. Covers per-transaction limits, daily caps, merchant policies, and the approval chain.
Every agent that can spend needs an approval policy: what's auto-approved, what waits for a human, and who's on call. This template gets you there.
Seven moves, in order of impact. Each one is measurable and most are free.
Every new agent gets a budget before it gets a key. Fill this brief in, attach it to the deploy ticket, and ship with guardrails.
The allowlist is the single most effective rule against unknown-vendor spend. This template structures it.
Every vendor your agents can pay needs an onboarding step. This policy makes it explicit.
Every runaway agent incident deserves a report — it's how the pattern stops repeating. This template structures it.
Fifteen minutes a week on agent spend catches drift before it becomes damage. Here's the agenda.
Every agent gets a budget before it gets a key. This template structures the number — and maps to rules.
Before a vendor joins the allowlist, it gets a risk pass. This template structures the review.
An approval matrix answers 'who decides?' for every spend shape — before it happens. Here's the template.
When an agent does something it shouldn't, communication matters as much as the fix. This template structures it.
Vendors leave the allowlist as deliberately as they enter it. This policy makes offboarding explicit.
A policy nobody reads isn't a policy. This one-pager fits on a page and maps to real rules.
Every MCP server is third-party code with tool access. Vetting is the dependency review for the agent era.
A monthly agent cost report turns the audit log into decisions. Here's the structure that works.
Autonomous agents run 24/7 by default — which means spend happens at 3 a.m. with no one watching. This policy decides when.
When injection happens — and it will — the plan is: detect, contain, assess, prevent. The spend angle makes containment concrete.
Choosing a provider is a decision with many axes. This template makes it a scored matrix instead of a vibe.
Keys age into risk. Rotation on a schedule — with scoping and a compromise path — keeps credentials fresh.
Every new agent gets a risk score before it ships. This template makes the assessment fast and consistent.