The pieces
A checkout, step by step
1
The agent reads its token catalog
With its API key, the agent asks the backend which tokens it may use. It gets
mock tokens plus the card brand and last four digits.
2
The agent opens a proxy session
It connects to the proxy over a WebSocket with the same key. The proxy starts
a browser for this session.
3
The agent shops
It opens the product page, adds to cart and goes to checkout. For name and
address fields it sends tokens, and the proxy types the real values on a site
you have authorized as a destination.
4
The agent fills the card number with a token
The proxy reads the order total from the page and asks the backend to check
the key’s scope, your merchant rules, whether the site is an authorized
destination, your limits and your approval threshold. If the purchase needs
your approval, the checkout waits for you.
5
The backend records the transaction and allows the fill
Recording first keeps your limits accurate even if something fails later.
6
The proxy types the real card number
It fetches the number from the vault, holds it in memory while it types it
into the merchant’s field, and stores it nowhere. Until the session closes,
it keeps the number’s spellings in memory, only to scrub them from what the
agent is later shown. The Agent Vault backend
never receives it.
7
The agent submits and reports the outcome
The agent clicks pay. The proxy tries to record the session’s events and
outcome for the Activity page. Recording is best effort and never holds
up the agent, so an event that fails to save is missing rather than retried.
What is checked at the moment of a fill
Every fill goes through the same decision. A refusal at one of these checks returns an error code the agent can act on, and nothing is typed. A failure after typing has started is different: withfill_rejected, a page that goes
away mid-fill, or typing that fails partway, some or all of the value may already
be on the page, and a card transaction can stay counted. Each code’s entry in
Error codes says how to recover.
Two consequences for anyone writing fill steps:
- The transaction is recorded before the number is revealed. A failure after that point can leave a recorded spend with no charge. Error codes say which failures do.
- The card number authorizes exactly one security code fill. The next page action uses it up, so fill the security code immediately after the number. See The card fill order.
Where each secret lives
Details: Card storage, CVV policy
and TOTP handling.
What the agent can see and where its traffic goes
- Reading the page. After the first token fill, screenshots go black and the page snapshot is refused for the rest of the session. Have the agent look at the page before it fills anything. Full table: Agent context.
- Network address. By default the SDK tunnels the browser’s traffic out through your machine, because many sites block datacenter addresses. See Egress and tunnelling.