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Understand AI agents and the API

What AI agents such as Claude, ChatGPT, Claude Code, Codex and Cursor can do in your Clevera workspace, the ways to connect them, plans (Pro and up), limits, roles, costs and safety.

Updated 6 min read

AI agents & API lets AI apps such as Claude, ChatGPT, Claude Code, Codex and Cursor, and your own scripts, work in your Clevera workspace: find recordings, request videos, social clips and articles, export videos, and work on doc sites. You decide exactly what each agent may do, how many credits it may spend and when a person has to approve.

What agents can do

Area What an agent can do
Videos List and read your recordings, videos, articles and transcripts; request how-to, product demo, cleanup and styled videos from a recording, social clips, articles from a recording and video translations; export MP4s up to 4K; add images, videos and PDFs to your uploads.
Doc sites Read, draft, organize, translate and publish doc site pages and the changelog, answer readers from published pages, read reader insights, and change site settings or create sites.

Agents can't yet run website research or recorded walkthroughs.

The agent does the asking; Clevera's own AI makes the video or article, the same way as when you start it in the app. An agent never sees more than its owner could see: recordings in a private collection stay hidden unless the token's owner has access.

Ways to connect

Way For Set up in
API token Claude Code, Codex CLI, Cursor, any MCP client, and your own scripts over the REST API Tokens → New token. See Create an API token.
Connected app Claude (claude.ai) and ChatGPT as a custom connector; no token, you sign in The app, with the connector URL from Connected apps. See Connect AI apps and agents.
REST API Scripts and backend services An API token. See Use the REST API.

The MCP server is https://app.clevera.ai/mcp and the REST API is under https://app.clevera.ai/api/v1.

Find the page

Open the workspace menu and choose AI agents & API. On doc sites, it's also on the Docs home page and in a site's Settings menu. The page ("Let Claude, Codex, ChatGPT and your scripts work in this workspace.") has five tabs, each with its count:

The Tokens tab of AI agents & API, listing three API tokens with their owner, permissions, sites and expiry.
Owners and admins see every token in the workspace.
Tab What's there
Tokens Your API tokens; owners and admins see every token. Manage API tokens
Connected apps The connector URL, and the apps people connected. Connect AI apps and agents
Agent requests Paid work waiting for a person to approve, with a count badge, and the history. Control agent spending and approvals
Webhooks Signed notifications to your own systems. Set up webhooks
Activity What agents did. Read agent activity

Plans

AI agents & API is on the Pro, Business and Custom plans. That includes API tokens, connectors for Claude and ChatGPT, and webhooks.

On Free and Starter, the page shows "AI agents & API are included in Pro": "Upgrade to let Claude, ChatGPT and your scripts work in this workspace. Existing tokens and apps stop working until then; you can still revoke them here." Click Upgrade to Pro. Locked controls say "The API and agent access are on Pro and up.", "Claude.ai and ChatGPT connectors are on Pro and up." or "Webhooks are on Pro and up."

Limit Pro, Business, Custom
Active API tokens per workspace 50
Connected apps per person 20
Webhooks per workspace 10
Approve automatically below at most Pro and Business: 500 credits. Custom: 1,000 credits.

If the workspace leaves Pro

Nothing is deleted, but everything pauses until you upgrade again:

After moving to Starter or Free
API tokens Stay listed and can be revoked. Every call is refused: "The agent API is not on this workspace's plan. It is on Pro and up." They can't be regenerated (Regenerate secret opens the upgrade dialog).
Connected apps Stay listed and can be disconnected. Their calls fail; Claude or ChatGPT may only say it couldn't connect.
Webhooks Stay listed, but nothing is sent. Send test event and Redeliver say "Webhooks are not on your plan."
Agent requests Approve says "The API and agent access are not on your plan." Deny still works.
New tokens "The API and agent access are not on your plan."

Upgrading back to Pro makes tokens, apps and webhooks work again. Tokens still expire on their original dates.

Who can do what

An agent acts as the person who created its token or connected it, within what that person's role allows. It can never do more than that person could do in the app, and the role is checked on every call, so a role change takes effect at once.

Task Owner Admin Editor Content Creator
Create tokens and connect apps for yourself Yes Yes Yes Yes
See and revoke every token and app in the workspace Yes Yes Own only Own only
Give an agent permission to request videos and spend credits Yes Yes No Yes
Give an agent permission to publish doc sites Yes Yes Yes No
Approve paid work agents ask for Yes Yes No No
Manage webhooks Yes Yes No No

The full list is in Agent permissions.

What it costs

  • API and MCP calls are free: reading, searching, quoting and checking a job cost no credits. So do video exports.
  • Work that uses AI costs credits, the same as when you start it in the app: videos, social clips, articles from recordings, translations and AI-generated site pages.
  • An agent can only start paid work with a token that has credits:spend. Every start is quoted first and checked against the token's spend caps, and a person approves it unless it's below the token's Approve automatically below line. See Control agent spending and approvals.

How Clevera keeps agents safe

  • Tokens always expire: after 7 days, 30 days, 90 days or 1 year. There is no "never".
  • Secrets are shown once. Clevera stores only a fingerprint and shows the last four characters.
  • Least access. Each token has only the permissions, doc sites and IP addresses you pick.
  • People approve money. An agent can't approve its own spending; only the workspace owner or an admin can.
  • Leaked tokens are revoked. A Clevera token found in a public GitHub repository is revoked automatically.
  • Unusual activity is stopped. Bursts of refused calls revoke the token; bursts of changes or spending pause it, and the owner is notified.
  • Everything is logged on Activity, kept for 13 months. An agent's doc site edits also show in the page's history as "Agent name (token)".