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Approve every fax from Claude

Updated

By default Claude sends faxes inside the limits your organization set, with no approval per fax. Turn one switch off and every send waits for a person instead. This guide shows that routine: the switch, the quote, the approval request, the decision in the dashboard and the send. It was recorded in Sandbox mode, so nothing reached a real fax line.

Screenshots taken on .

Before you start

  • A Fax for Agents account. The dashboard is at app.faxforagents.com. Only an owner changes the switch.
  • The Fax for Agents connector added to your Claude account. Open Customize, then Connectors, and add Fax for Agents from the directory.
  • The Connected apps switch in Settings is on by default. The default limits are $5.00 per fax and 20 faxes a day. This guide turns it off.

1.Turn the switch off

Open Settings in the dashboard. The first card is Connected apps. The chip at the top right says test or live, and the card names the environment you are editing.

The Connected apps card in Settings with Let connected apps send without asking turned off and the toast Saved for Sandbox.
In Settings, turn off "Let connected apps send without asking" and select Save. The toast reads "Saved for Sandbox." From now on every send in that environment waits for a person.
The Connected apps card in Settings with Let connected apps send without asking turned off and the toast Saved for Sandbox.

2.Open the connector

Open Customize in Claude and select the Connectors tab. Fax for Agents is listed under Yours with a tick under Status.

Claude's Customize page, Connectors tab, with the Fax for Agents row and a tick under Status.
Under Customize, Connectors, Fax for Agents shows as connected. Select it to see its tools.

3.Check the tool permissions

The connector page lists every tool. Each group reads Needs approval, so Claude asks you before each call and you see what it asks.

The Fax for Agents connector page in Claude with its tool list and the permission menu set to Needs approval.
Every tool reads Needs approval. Claude asks before each call, and you see what it asks.

4.Read the quote

Start a new chat. Type what the fax should say and where it goes, and ask for a quote. Claude asks before each tool runs. Choose Allow once. It prepares a one page document and quotes it. Nothing is sent.

Claude's quote: the fax is prepared, nothing is sent, the number, 1 page, $0.00, and a person must approve it.
Ask for a quote. Claude prepares the page and quotes it, and says a person must approve the send.

5.Ask for approval

Tell Claude to ask a person. It files an approval request with Fax for Agents and shows the request id.

Claude reports the approval request submitted, with the request id and status pending.
Say "Ask a person to approve it." The request now waits in the dashboard.

6.Open the request

In the dashboard, open Approvals. The request is listed with the number and the pages.

The Approval request panel in the dashboard: status pending, the number, the pages, the amount, the quote and the requester.
In Approvals, select the request. The approval is bound to this quote, number and document. Any change invalidates it.
The Approval request panel in the dashboard: status pending, the number, the pages, the amount, the quote and the requester.

7.Approve it

Select Approve, then confirm. The decision is logged with the time.

The Approvals page after the decision, with the toast Approved. The agent can send this exact quote once, until it expires.
Select Approve and confirm. The approval is good for one send of this exact document.
The Approvals page after the decision, with the toast Approved. The agent can send this exact quote once, until it expires.

8.Send and track

Back in the chat, tell Claude the request is approved and to send. It reads the decision, sends the fax and checks the delivery.

Claude reports the fax sent and delivered, with the delivery evidence: fax id, attempt, carrier reference, remote station and the document hashes.
Back in the chat, tell Claude the request is approved and to send. It sends and shows the evidence.

9.Read the inbox

Received faxes work the same way. Ask for your inbox.

Claude's answer: the inbox holds one received fax from +1 555 000 0042, 2 pages, read out page by page.
Ask for your inbox. Claude lists the received faxes and reads the newest one.

What the limits mean

The Connected apps card in Settings holds the switch "Let connected apps send without asking". Under it are two fields, "Amount per fax, at most" ($5.00) and "Faxes per day" (20). With the switch on, apps like Claude send inside those limits with no approval per fax. With the switch off, as in this guide, every send waits for a person. See Your assistant sends within limits by default.

Send within limits instead

  1. In Settings, turn on "Let connected apps send without asking" and choose Save.
  2. Describe the fax to Claude and say send. The quote is allowed by your organization's setting.
  3. Claude sends at once and shows the delivery evidence.

The full routine is in Send a fax from Claude.

Troubleshooting

  • Claude says the fax was sent although you expected a person to decide. The switch is on for that environment. Check Settings, Connected apps, and look at the chip at the top right: test and live each keep their own setting.
  • The Save button asks you to confirm it is you. A browser that signed in more than 15 minutes ago confirms with a passkey or a fresh sign-in link first. Only owners change the setting.
  • Claude shows a card with Decline, Allow once and Always allow before a tool runs. That is Claude's own permission prompt, and it appears once per tool in the chat. Choose Allow once to keep deciding each call, or Always allow to stop it for that tool.
  • The approval expired before the send. An approval expires with its quote, ten minutes after the quote. Ask Claude for a new quote and a new approval request.

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