Agent Purchase Authorization Policy
A policy template defining when and how AI agents may make purchases on behalf of a user or organization.
Format: Markdown / PDF · Free to use · Adapted for spend firewall workflows
What's included
Scope
- Which agents can purchase
- Approved merchants and categories
- Refund and reversal rules
Authorization tiers
- Tier 1: under $1, auto-approved
- Tier 2: $1-$10, notify + proceed
- Tier 3: $10-$50, require confirmation
- Tier 4: over $50, require explicit approval
Controls
- Velocity limits per merchant
- Daily aggregate cap
- Merchant allowlist / denylist
- Suspicious pattern flagging
Audit
- Every purchase logged with agent ID, merchant, amount, timestamp
- Weekly review of tier 2+ purchases
- Quarterly policy review
How to use this template
- Copy the structure into your preferred tool (Notion, Google Docs, Excel, or your internal wiki)
- Customize the fields for your specific context and team
- Use sipi.bot to operationalize the template with live data and automation
- Review and iterate after your first full cycle
Why this template works
A good template eliminates decision fatigue and ensures consistency. This agent purchase policy template was designed specifically for spend firewall workflows, drawing on best practices from teams that have refined it over many cycles. Instead of starting from a blank page, you start 80% of the way there.
sipi.bot automates this: Spend firewall for AI agents. The platform fills in most template fields automatically.
Related resources
- AI Agent Incident Response Plan Template [Free Template 2026]
- AI Agent Spend Policy Template [Free Template 2026]
- AI Agent Runbook Template [Free Template 2026]
- Agent Cost Center — Definition & Explanation
- What is Spend firewall? sipi.bot glossary
- sipi.bot for Multi-Agent Budget Allocation — Built for Your Workflow