The policy is a half-step back from blocking third-party agents: OpenClaw and similar tools can run, but only through a dedicated pool charged at API-style rates.
Credits do not roll over and cannot borrow from normal chat allowance, which means heavy agent users must treat Claude like metered infrastructure rather than an unlimited subscription.
The move points to a broader industry shift. Agent workloads cost far more than chat, so every major vendor is likely to separate subscription economics from automation economics.
参考資料: Anthropic puts Claude agents on a meter across its subscriptions（InfoWorld）, Anthropic Splits Claude Subscriptions: What Changes for Indie Hackers on June 15（DevToolPicks）, Anthropic splits billing again: Agent SDK gets separate credit pools（The New Stack）; CocoLoop