# Agency settings

Rename your agency, see its fixed account details, and issue or revoke the tokens that let AI agents work across your workspaces.

Agency settings covers your agency account as a whole. Settings for a single client workspace live inside that workspace, under [Settings](/docs/settings/overview).

## Who can open it

Any member of an agency on the **Pro** plan can open the page and read it. Renaming the agency and the agent tokens are for agency operators. Anyone else sees the name read only, with a note to ask whoever set up the agency account, and does not see the tokens.

## Agency name

The name is what your team sees in Agency OS and on your invoice.

1. Type the new name into **Name**. It can be up to 120 characters.
2. Press **Save name**. Everyone in the agency sees the new name.

Renaming changes the name only. Nothing you have shared stops working.

## Account details

**Account reference** and **Created** are fixed when the agency is set up and cannot be edited. Workspace transfers and other links use the account reference rather than the name, which is why a rename cannot break them.

## Connect Claude for your whole agency

A card explains how to connect Claude once for every client workspace, so a new workspace can be created and set up from a chat. See [AI agents](/docs/settings/ai-agents).

## Agent tokens

**Agent tokens** is shown to operators only, and is the one list of agent tokens for the agency. A token works across your agency's workspaces: it names a workspace on every request and can never reach another agency's. Issuing one needs the [Pro plan](/docs/billing-and-plans).

To issue one, give it a name, tick what it may do and press **Create agent token**. The choices are:

- Read figures, leads, calls and payments
- Preview configuration changes as a plan
- Apply approved configuration plans
- Create links for connecting tools
- Draft and file forms
- Run test leads
- Manage tokens
- Fetch and run browser step packs
- Save content drafts and ask for approval
- File and amend your own forms and reports
- Manage the sales team: boards, call lists and nudges

Without Apply, whatever the agent proposes goes to [Plans](/docs/agency/plans) for a person to approve. The token is shown once when it is issued, so copy it straight away and press **I have it**: PYLO keeps only a fingerprint and cannot show it again. Each live token is listed with its name, its first characters and what it may do.

Press **Revoke** beside a token to stop it at once.

## The kill switch

**Revoke every agent token** revokes, in one action, every agent token for the agency, every workspace's API tokens, and every app signed in with PYLO in any of its workspaces. PYLO asks you to confirm first. Agents, Claude connectors and embedded apps stop working on their next request and each has to be set up again.

For connecting Claude, see [The Claude plugin](/docs/claude-plugin) and [The PYLO API](/docs/api).