Documentation

Review assistant changes

How a connected agent prepares a 30-minute proposal that only you can approve in SquadBear

Four writes never run from the assistant's token. The first call stores a proposal. You approve it in SquadBear. The assistant then repeats the same arguments to commit.

Which writes wait

These MCP tools prepare a proposal instead of executing:

  • erase_employee — GDPR erasure of an offboarded person. Irreversible.
  • update_leave_policy — publishes a new policy version for everyone enrolled.
  • update_workspace_settings — includes retention that can delete records, and the public calendar feed.
  • start_process — starts a process for one person or a team, which can notify people and call integrations.

Booking leave, clocking in, logging time and approving a request do not use this review. Those follow the assistant's own Ask setting and the same domain rules as the web app.

ChatGPT's curated catalog does not include the four tools above. Use https://app.squadbear.com/mcp from Claude, Cursor, Codex or Gemini.

How

  1. Ask the assistant to make one of those four changes. The tool returns approvalRequired, a reviewUrl, and an expiry 30 minutes out. Nothing has changed.
  2. Open the link while signed in as the same person who connected the agent (Connect an agent). The Review and approve dialog shows the target, a current-versus-proposed table when the change is a policy or workspace setting, and the exact arguments under Technical details.
  3. Choose Approve proposal or Reject. Approve does not run the change. Reject leaves the workspace untouched. Another signed-in user cannot decide this proposal, and an MCP bearer token is refused even if a cookie is also present.
  4. Return to the assistant. It calls get_approval_status. Only approved allows a second call with identical arguments plus approvalId. Changed arguments, a changed target, an expired proposal, or an interrupted commit all refuse. Interrupted commits stay in needs_review and are not retried automatically.

The review cannot edit values. To change a field, ask the assistant for a new proposal.

Worked example

Marta asks Claude to require that carried Standard vacation days start by the end of September. Claude calls update_leave_policy and sends her https://app.squadbear.com/agents?approval=…. The dialog lists Carryover deadline from "No deadline" to "Leave must start by the deadline", and Deadline month from "No month set" to "End of September". She clicks Approve proposal, goes back to Claude, and the second call publishes policy version 2. The ledger is unchanged until that second call.