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[PER-14506] Add Human-in-the-Loop approvals documentation#628

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EliMoshkovich wants to merge 10 commits intomasterfrom
PER-14506-hitl
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[PER-14506] Add Human-in-the-Loop approvals documentation#628
EliMoshkovich wants to merge 10 commits intomasterfrom
PER-14506-hitl

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Summary

Adds dedicated documentation for the Human-in-the-Loop (HITL) approval feature.

  • New page: docs/permit-mcp-gateway/human-in-the-loop.mdx — full guide covering approval queue, policies, notifications, timeouts, and agent experience
  • 8 screenshots with sensitive data blurred (URLs, bookmarks, email addresses)
  • Updated: advanced-features.mdx links to the new dedicated page, maturity table updated
  • Updated: platform.mdx sidebar description includes Approvals

Documentation covers:

  • How the approval flow works (gateway pauses → notifies → resumes/rejects)
  • Quick start (3 steps to try HITL)
  • Approval queue: pending cards, reject with reason, batch actions, keyboard shortcuts
  • Approval history with status filter
  • Configuring policies: per-tool, per-server, per-trust-level
  • Trusted agent bypass for CI/automation
  • Notification setup: email recipients + Slack webhook
  • Browser notifications
  • Timeout and fail-closed behavior
  • What the agent user sees during wait/rejection

Test plan

  • Verify page renders correctly in Docusaurus
  • Verify all 8 images load
  • Verify cross-links to /permit-mcp-gateway/guide and /permit-mcp-gateway/human-in-the-loop work
  • Verify sidebar position (8) places HITL before Advanced Features (9)
  • Confirm no sensitive data visible in screenshots

🤖 Generated with Claude Code

EliMoshkovich and others added 3 commits May 6, 2026 13:14
New dedicated HITL documentation page covering:
- How approval flow works (gateway pauses → notifies → resumes/rejects)
- Approval queue UI (pending cards, batch actions, keyboard shortcuts)
- Rejection with reasons (presets + custom)
- Approval history with status filter
- Configuring approval policies (per-tool, per-server, per-trust-level)
- Trusted agent bypass for automation
- Email and Slack notification setup
- Timeout and fail-closed behavior
- Agent-side experience (what the user sees during wait/rejection)

Screenshots included for all major features.

Also:
- Updated advanced-features.mdx to link to the new dedicated page
- Updated platform.mdx sidebar description to include Approvals
- Updated feature maturity table to reflect HITL is now available

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Add Quick Start tip box at top for fast onboarding
- Soften "interception point" language to be less surveillance-like
- Add trust-level cross-reference links to guide page
- Clarify who can approve (any Platform user)
- Explain what "cancelled" means in history (client disconnected)
- Explain the Extend button mechanism (click to add 5 more minutes)
- Add note about finding agent client IDs on the Agents page
- Fix enterprise maturity table (HITL is Enterprise, not "Available")
- Remove unused approval-history.png screenshot
- Change example tool in agent notification from get_issue to delete_repo

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Blur URL bar and bookmarks bar in notification-settings.png and
  server-policy-and-bypass.png (contained local dev URLs and personal
  bookmarks)
- Blur email addresses in approval-history-full.png Decided By column
  (contained real employee email)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Copilot AI review requested due to automatic review settings May 6, 2026 18:36
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Pull request overview

Adds a dedicated Permit MCP Gateway documentation page for the Human-in-the-Loop (HITL) approvals feature, and updates existing docs to link to it.

Changes:

  • Added a new human-in-the-loop.mdx page documenting the HITL flow, policies, notifications, timeouts, and agent experience (with screenshots).
  • Updated advanced-features.mdx to summarize HITL capabilities and link to the dedicated guide; updated the feature maturity table entry to link to the new page.
  • Updated platform.mdx to include an “Approvals” sidebar item description linking to the HITL guide.

Reviewed changes

Copilot reviewed 3 out of 11 changed files in this pull request and generated 1 comment.

File Description
docs/permit-mcp-gateway/platform.mdx Adds “Approvals” to the documented Platform sidebar navigation and links to HITL guide.
docs/permit-mcp-gateway/human-in-the-loop.mdx New dedicated HITL approvals documentation page (queue/history/notifications/policies/timeouts + screenshots).
docs/permit-mcp-gateway/advanced-features.mdx Links HITL section + maturity table entry to the new dedicated HITL page.

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Comment thread docs/permit-mcp-gateway/human-in-the-loop.mdx Outdated
EliMoshkovich and others added 7 commits May 6, 2026 13:42
- Fix sidebar_position collision: change HITL from 8 to 7.5 (permit-integration
  already uses 8)
- Rewrite trust level threshold description to clearly explain that "High"
  is least restrictive and "Low" is most restrictive
- Add Enterprise Plan admonition matching the pattern in advanced-features.mdx

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The docs sidebar is configured manually in sidebars.js, not auto-generated
from frontmatter sidebar_position. Added the human-in-the-loop page
between Architecture and Permit.io Integration.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Shows the tool list with individual HITL toggles — get_issue enabled
(amber), other tools disabled. This was a missing screenshot identified
in the docs review: customers need to see where the per-tool toggle
lives on the MCP server detail page.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
…s, blurred emails)

New screenshot shows 7 entries (up from 4) with all status types
(Approved, Rejected, Cancelled) and Decision Time column.
Email addresses in Decided By column are blurred.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
…only data rows

Re-applied blur starting below the header row (y=285) instead of
covering the header (y=280). The Decided By column header is now
preserved while email addresses in data rows are blurred.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
…s, limits

Added missing customer-relevant documentation:
- Policy evaluation order: bypass → per-tool → per-server → trust level,
  with explicit explanation of how tiers interact
- History table columns: Time, Tool, Server, Agent, Decided By, Decision
  Time, Decision — each explained
- Tool arguments truncation note (64KB limit)
- Timer color indicators (green → amber → red)
- Slack privacy: tool arguments intentionally excluded from notifications
- Extend limits: up to 30 min per extension, 1 hour max total
- Pending limit: 50 concurrent approvals per host
- Notification scope: settings apply per-host, policies per-server
- Escape keyboard shortcut for deselect

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
…n copy

Removed customer-irrelevant details:
- 64KB argument truncation limit
- 50 pending approvals limit
- 30-minute/1-hour extend limits
- 4-tier numbered policy evaluation section (replaced with one sentence)
- Notification scope callout
- "fail-closed" jargon
- Color indicator details (green/amber/red)
- History column-by-column breakdown (replaced with one sentence)

Simplified:
- Keyboard shortcuts: compact single-line format
- Batch actions: merged into pending approvals section
- Timeouts: shorter, less edge-case focused
- Trust level threshold: clearer single example
- Overall ~30% shorter

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
@EliMoshkovich EliMoshkovich requested review from orweis and zeevmoney May 7, 2026 20:43
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