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Agent access

Give an AI agent Read only, Propose changes, or Full access to one business.

Published

You can give your own AI agent, such as Claude Code or Codex, access to one business. The agent uses the same rules and checks as the app. It cannot write to the file directly, and every change it makes shows in Activity with its name.

Righto has no AI inside. Agents are optional, and you can do all the work in the app yourself.

Access levels

  • Read only: the agent can read your books, reports, and files. It cannot change anything.
  • Propose changes: the agent can read everything and suggest changes. Nothing is saved until you approve it in Proposals.
  • Full access: the agent can do all the work that you can do in Righto, and its changes save immediately. You can see and undo them in Activity. Give Full access only to a tool that you trust.

No agent can make, change, or revoke a connection. Only you can, in Righto. An agent cannot raise its own level, even if it says that you agreed in a chat.

Connect an agent

  1. Unlock the business, open Settings, then Agent Access.
  2. Add a connection. Give it a name, such as “Claude Code”, and choose the level.
  3. Copy the setup command for your agent and run it in Terminal. The connection key stays in a private file on this Mac. You never paste it into a chat.

Keep Righto open and the business unlocked while the agent works. When the business locks, agents stop until you unlock it again.

Step-by-step setup: Run your books from Claude Code or Codex.

Review proposals

Open Proposals to see the changes that an agent suggests, with the reason, the records affected, and a preview. Approve or reject each one. If the books changed after the agent made a proposal, Righto asks the agent for a new one rather than apply an old preview.

Revoke

Revoke a connection at any time in Agent Access. It stops working at once. The changes that it made stay in your books with its name.

Privacy

Righto runs the agent connection only on this Mac. But your agent sends what it reads to its own AI provider. Give an agent access only if you accept that.