Mandate applies your rules to each message before it reaches an AI tool.

It looks for what you protect, such as client names or payment instructions, and records each outcome with its reason.

What a rule can do with a message

AllowedRewrite a job posting. Nothing confidential, so it goes straight through.ChatGPT

WarnedA confidential project name. It goes through, and the warning goes on your record.Perplexity

MaskedA card number in a message from your own software. Replaced with a placeholder before it is sent.Your own software

HeldPayment instructions for a supplier. Held for someone you name to approve.Claude

RefusedA client’s diagnosis and medication. It never reaches the AI. The AI website shows an error instead of an answer, and the person is emailed your reason.Gemini

What it looks for

107 ready-made checks, plus your own client names, terms and number formats, such as account, file, project or medical record numbers.

ID numbers

Social insurance, social security and national insurance numbers, passports, Canadian and UK driver’s licences, health card and NHS numbers, and tax numbers.

Card and bank details

Card numbers, bank account numbers, IBANs, routing and transit numbers, UK sort codes and crypto wallet addresses.

Passwords and keys

Passwords, private keys, API keys for AI and cloud services, and internal network addresses.

Health details

Medical terms, such as conditions (mental health included) and medication names.

Names and your client list

People’s names, organizations and addresses, and every name on the client list you give it.

Attempts to trick the AI

Wording that tries to make the AI ignore or reveal its instructions, including instructions hidden in pasted text.

Start from one of 54 ready-made rule sets, including ones for Canadian banking, for solicitor-client privilege and for the information protected by PIPEDA, Quebec’s Law 25, Ontario’s health privacy law PHIPA, HIPAA, the US financial privacy law GLBA, the UK GDPR and the PCI card standard. Every change you make is saved as a new version you can switch back to.

Trying a rule first. Paste text, such as “Draft a reply to Harrowgate Logistics about their October invoice and include our wire instructions”, and see what each rule would do before anyone is affected.
The result of trying a draft rule on that text: the payment instructions rule would hold it for approval because it matched “wire instructions”, and the client list rule would refuse it because it matched “Harrowgate Logistics”.

What you and your approvers see

What a person is told. When a message is refused, the AI website shows an error instead of an answer, and the person gets an email with the reason and a reference to give the administrator.
The email a person gets when a message is refused: Your message to ChatGPT was not sent, why (it names a client from the firm’s client list), and a reference to give the administrator.
The report. For each month, or any period you choose, how many messages had each outcome and which rules applied most often. Its printed summary names no one. Check a sample record
The approval queue. Someone you name reads what was asked and approves or denies it with a reason.
The approval queue: four held requests, sent to ChatGPT, Claude, Gemini and Microsoft Copilot, each with what was asked, why it was held, who asked, when it must be decided, and Approve and Deny buttons.
Every decision. Look up any decision by date, outcome, AI provider or reference, and see who sent it. Shown here: refusals from later that evening, after the sample record’s period.
The audit trail filtered to refused messages: each row shows when it happened, the outcome, the AI provider, its reference and the person who sent it.

Where it works

Email and other websites go out directly. A web gateway that speaks ICAP can hand AI traffic to Mandate instead.

Where AI is usedWhat Mandate does
AI websitesChatGPT, Claude, Gemini, copilot.microsoft.com, Perplexity, Grok, DeepSeek and Mistral’s Le ChatChecks each message before it leaves. The first time someone opens one, their browser asks them to sign in to Mandate and remembers it. Visits to the 25 other AI websites on Mandate’s list, such as Meta AI and Poe, are refused or recorded, as you choose.
Your own softwareOpenAI, Anthropic, Google Gemini, Cohere, Mistral or your own Azure OpenAI resourceChange one address and one key in your software. Mandate checks each message, and each answer if you want it to.
Business AI accountsMicrosoft 365 Copilot, ChatGPT Enterprise, Claude Enterprise and Gemini in Google WorkspaceMandate copies each account’s own log into your record afterwards and marks what your rules find there as a warning. Used on the ChatGPT, Claude or Gemini website, these accounts are also checked before each message leaves.
AI agentsAgents your developers buildEach agent gets its own sign-in and reaches only the tools you allow. Each action it takes through a connected tool (MCP) is allowed, refused or held for someone you name, and recorded under the agent’s name. A held action returns a reference the agent checks, and runs once it is approved. Revoke an agent and its next request is refused.
FilesUploaded documentsChoose whether uploads are refused, or read and checked like a message. Mandate reads Word, Excel, PowerPoint and text files, and PDFs that contain text. Any other file is refused, scans, images and pasted screenshots included.

What IT needs to know

Whoever looks after your computers sets Mandate up with the tool they already use.

Sign-in

Administrators, approvers and view-only auditors sign in to Mandate with Microsoft Entra ID, Okta or Google Workspace. Everyone else signs in once in each browser with their work email and a password they set from an emailed link. If they forget it, an administrator sends a new link. Your Entra ID or Okta directory can add and remove them, or an administrator does it in Mandate.

Your security monitoring gets every decision

As each decision happens, Mandate sends it to your security monitoring, such as Microsoft Sentinel or Splunk, as JSON over HTTPS, OpenTelemetry or syslog. Each event names the person or agent, the AI tool, the decision and the rules that matched, and carries its SHA-256 hash from the signed record, so the two can be matched.

On your computers

A certificate and proxy settings, sent with the tool IT already uses. Only traffic to AI websites and AI providers goes through Mandate, and email and other websites go out directly.

Offices and departments

Each office or department gets its own rules and record. Shared lists, such as client names, live in one place, and you see every office together.

Where it runs

Our hosted service in Canada, or your own servers under a separate annual agreement.

Questions about how it works

Alongside your other tools

We already have Microsoft’s data-loss tools. What does Mandate add?

A signed record your auditor checks on their own computer, and approval by someone you name before a message is sent. The same rules apply on AI websites and in your own software, and Microsoft’s tools keep running beside it.

We already run a web gateway such as Netskope or Zscaler. Can both run?

Yes, in either of two ways. Proxy settings send eight AI websites, such as ChatGPT, Claude and Gemini, to Mandate, and your gateway keeps inspecting everything else. Or a gateway that speaks ICAP hands AI traffic to Mandate to be checked, so your gateway stays the one place that traffic is decrypted. Either way, Mandate adds approval by someone you name before a message is sent, and a signed record your auditor checks on their own computer.

How does Mandate handle Microsoft 365 Copilot?

Mandate copies Microsoft 365 Copilot’s own log, from Outlook, Teams, Word and Copilot Chat, into your record afterwards, and marks what your rules find there as a warning. The separate Microsoft Copilot website, copilot.microsoft.com, is checked before a message leaves, like the other AI websites.

Day to day

What happens when someone pastes client information into an AI tool?

If your rules refuse it, the message is not sent: the AI website shows an error instead of an answer, and an email gives the person your rule’s reason and a reference for the administrator. They can take out what the rule found and send it again. If your rules hold it, the AI website shows an error too, and an email says it is waiting for approval. A second email gives the decision, and an approved message goes through when the person sends it again within 24 hours of the approval. If nobody decides within 24 hours, the message is never sent, and an email says so.

Does Mandate slow AI tools down?

Measured on a Mandate server in Canada, checking adds under 60 milliseconds to half of all requests and under 150 milliseconds to 99 in 100.

What happens if Mandate cannot be reached?

AI websites wait until Mandate is back, so nothing leaves unchecked. Email and other websites carry on.

Does it work in other languages?

Yes. ID numbers, card numbers and client names are found whatever the language, and people’s names in many languages. You add your own terms in each language you need. Mandate’s screens are in English and French, and you write the email a person gets in each language you use.

Rules

We already tell people not to put confidential information into AI. Isn’t that enough?

No. A policy says what is allowed, but it cannot stop a message or show what happened. Mandate applies it to each message before it leaves, and the signed record shows each decision.

Do we need a written AI policy first?

You can start from one of Mandate’s ready-made rule sets. Tell your staff before IT sets it up: our free AI acceptable use policy template includes a notice that their AI use is recorded.

Can we see what a rule would catch before it goes live?

Try a draft rule on pasted text or a batch of your own files first, and see what it would catch before anyone is affected. The test uses the same checks as live messages, and what you try is not kept.

Can Mandate suggest rules from our own documents?

Yes. Give it a set of typical documents. It finds what they contain and proposes a draft rule set you can adjust and switch on, and the documents are not kept.

Do we have to give you our client list?

Only if you want rules that catch client names. You paste it in, one name per line, and it stays in your own workspace, apart from every other customer, and is used only to check messages. The record notes that a client name was found, without saying which, and an export shows how many names the list holds, not the names, unless an administrator chooses to include them.

Setup

What does setup involve, and what is installed on our computers?

IT sends a certificate and proxy settings to your Windows and Mac computers with Microsoft Intune, Group Policy, Jamf, a remote management tool or whatever it already uses. Chrome, Edge, Firefox and Safari are all covered. Signing in with Microsoft Entra ID and copying Microsoft 365 Copilot’s log each need an app registration in Entra ID, which a Microsoft 365 administrator approves. Your own software needs one new address and key.

How does our own software connect?

Point your software at your Mandate address with a Mandate key, in the OpenAI, Anthropic or Gemini format; Cohere and Mistral use the OpenAI format. Mandate sends each request on with your own provider key. OpenAI’s Chat Completions and Responses, Anthropic’s Messages and Gemini’s generateContent work as before, streaming included, and a checked answer still streams. Tool calls and tool results in a request are checked like any other text. A refused request gets an error that carries your rule’s reason, and a held one gets a reference your software checks. Once someone approves it, Mandate sends it on and the check returns the answer. Each organization has its own request limit, and a request over it gets a standard “too many requests” error.

client = OpenAI(base_url="https://your-mandate-address/v1", api_key="your Mandate key")
client = Anthropic(base_url="https://your-mandate-address", api_key="your Mandate key")
How do AI agents connect?

Through Mandate, over MCP with OAuth 2.1 sign-in. An agent reaches only the tool servers you register and the tools you allow. Hidden characters are removed from what a tool sends back, and your rules can mask what they find there, before the agent reads it.

Records

Does Mandate keep what people typed?

A held message’s text is kept until someone decides it, and never past 24 hours. Otherwise, nothing people type, upload or get back on AI websites is kept, and text from your own software, AI agents and the AI logs Mandate copies is kept only if you turn that on, for the period you set. The record keeps who or which agent, which tool, when, the rule, the kind of detail found and a SHA-256 hash of the request.

What can we show an auditor or a client?

A signed record of which rule applied to each message, what it did and when. Any change after signing fails the check. Check a sample record

Our cyber insurer is asking about our AI controls. Does Mandate help?

Yes. Mandate applies your rules to each message before it leaves, and the signed record shows each decision. Export the period your insurer asks about, report included, and they can check it on their own computer.