save_preset

Connect to https://mcp.agentcard.sh/mcp with the user’s connection token (or a buy_token for org-owned accounts).

What it does

Save a set of rules under a name so the user can reuse it in create_card or set_card_preset. Save a name that already exists and the change applies to cards created from now on; cards the user already has keep their rules. The built-in names ai_labs, weekday_meals, cli_only, and daily cannot be saved over. Pass the rule fields below, or a raw privileges array. The fields mean the same as the flags on cards preset save. Categories, Strict and Watch, places, currencies, and time windows are explained in Set rules on a card.

Inputs

Field	Type	Description
`name` (required)	string	A name for this preset, e.g. `meals-only`.
`total`	number	Lifetime spend cap, in US dollars.
`per_day`	number	Spend cap per rolling 24 hours, in US dollars.
`per_week`	number	Spend cap per rolling 7 days, in US dollars.
`per_month`	number	Spend cap per rolling 30 days, in US dollars.
`only_categories`	string	Comma-separated spend categories to allow (strict), e.g. `meals,groceries` (`meals`, `groceries`, `travel`, `software`, `ai`, `wellness`, `retail`).
`watch_categories`	string	Categories in `Watch` mode (allow + notify on mismatch instead of refuse/pause): `meals`, `groceries`, `travel`, `software`, `ai`, `wellness`, `retail`. Spend caps, places, time windows, and merchant-only rules stay strict.
`only_merchants`	string	Comma-separated merchant name patterns to allow, e.g. `openai,anthropic`.
`only_in`	string	Comma-separated places to allow charges from, e.g. `US,California` (a country or a US state).
`only_currencies`	string	The currencies the card may pay in, comma-separated, as codes or plain names in any case: `usd,eur` or `dollars,euros`. A charge in any other currency is refused and the user is told. A name that means several currencies, such as `pesos`, is refused when you save. Agentcard checks this rule; the card network does not.
`watch_currencies`	string	The same list in `Watch` mode: a purchase in another currency is allowed and the user is told. Pass `only_currencies` or `watch_currencies`, not both.
`only_days`	string	Comma-separated days to allow, e.g. `mon,tue,wed` or `weekdays`/`weekends`.
`only_hours`	string	An hour range to allow, e.g. `9-17` (24-hour clock; defaults to UTC without timezone).
`timezone`	string	IANA timezone for only_days/only_hours (default UTC), e.g. `America/Los_Angeles`. Always shown in summaries. Unknown zones are refused.
`only_from`	string	Comma-separated callers to allow, e.g. `cli,mcp` (`cli`, `mcp`, `api`, `browser`).
`privileges`	array	Advanced: raw privilege objects instead of the rule fields above.

Returns

Field	Type	Description
`message` (required)	string	Human-readable result or guidance for the next step.
`preset`	object	The saved preset: `id`, `name`, `version`, `summary`.

Example call

{
  "tool": "save_preset",
  "arguments": {
    "name": "lunch",
    "per_day": 25,
    "only_categories": "meals"
  }
}

A preset that keeps purchases in dollars or euros. Codes or names, any case; the summary reads Currency: USD, EUR:

{
  "tool": "save_preset",
  "arguments": {
    "name": "euro-zone",
    "only_currencies": "usd, euros"
  }
}

Example error

An unknown category, captured from a local sandbox. isError is set and structuredContent.status carries the code:

{
  "content": [
    {
      "type": "text",
      "text": "Unknown category \"crypto\". Use meals, groceries, travel, software, ai, wellness, or retail."
    }
  ],
  "structuredContent": {
    "message": "Unknown category \"crypto\". Use meals, groceries, travel, software, ai, wellness, or retail.",
    "status": "policy_invalid"
  },
  "isError": true
}

A currency Agentcard cannot read answers the same way. save_preset with "only_currencies": "pesos", captured from a local run:

{
  "content": [
    {
      "type": "text",
      "text": "\"pesos\" could be MXN, ARS, CLP, COP, or PHP. Write the currency code, or name the country (Mexican pesos)."
    }
  ],
  "structuredContent": {
    "message": "\"pesos\" could be MXN, ARS, CLP, COP, or PHP. Write the currency code, or name the country (Mexican pesos).",
    "status": "policy_invalid"
  },
  "isError": true
}

MCP

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What it does

Inputs

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Example call

Example error

​What it does

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​Example error

What it does

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Example call

Example error