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Builder pathLesson 05

Agent Safety: Permissions, Evidence, and Recovery

Design the permission boundaries, approval checkpoints, evidence trail, and recovery plan every useful agent workflow needs.

Time
40 minutes
Level
Beginner to intermediate
Reviewed
August 1, 2026

Lesson outcome

You will create a safety checklist that separates read, draft, write, publish, spend, and delete permissions for one workflow.

Before you start

  • A workflow or stack from lessons 02–04
  • Access to the workflow's current permission settings

Mental model

Three ideas to keep

Permission is capability

An agent can only cause the actions its credentials and tools allow. Reduce the blast radius before improving the prompt.

Evidence enables review

Source links, tool-call records, diffs, and test results let a human verify what changed and why.

Recovery is part of success

Backups, version history, spending limits, and kill switches define whether a mistake is a small interruption or a lasting incident.

Follow along

Complete the workflow

  1. 01

    Inventory every action

    List what the workflow can read, draft, write, publish, send, purchase, and delete. Include indirect actions through connected tools.

    Expected result: There is a complete action list rather than a vague label such as full access.
  2. 02

    Assign the least privilege

    Give each action one state: Always allowed, Ask first, or Blocked. Default external communication, spending, deletion, and permission changes to Ask first or Blocked.

    Expected result: The workflow can complete its safe work without holding unnecessary authority.
  3. 03

    Define required evidence

    For each important action, require an artifact such as a citation, diff, preview, transaction summary, or test result.

    Expected result: A reviewer can inspect the proposed action before approving it.
  4. 04

    Create stop conditions

    Stop on missing data, conflicting instructions, failed verification, cost limits, unusual volume, or any request outside scope.

    Expected result: The agent knows when not to continue and what information to return.
  5. 05

    Rehearse recovery

    Run a test where the workflow receives bad input or a tool fails. Confirm that you can stop the run, inspect the log, and restore the last known good state.

    Expected result: Recovery steps work in practice and have a named owner.

Practice task

Build a permission matrix

Create a table of systems and actions for your workflow. Assign Allow, Ask, or Block, then attach an evidence requirement and recovery action to every high-impact row.

You are done when:

  • No high-impact action is silently allowed by default.
  • Important actions create an inspectable artifact.
  • The workflow has a tested stop and recovery procedure.

Guardrails

Keep the exercise safe and reviewable

  • Use separate credentials for development and production.
  • Do not rely on a prompt as the only control for spending, deletion, or access changes.
  • Review connected tools after team changes, role changes, and vendor updates.