HD Field Guide 09

Secure an AI agent before giving it tools

A deployment checklist for agent identities, tools, memory, approvals, logging, limits and safe shutdown.

Control area
Agentic AI
Audience
Technical teams & leaders
Reading time
8 min
Reviewed
11 August 2026
Control areaAgentic AI AudienceTechnical teams & leaders Reading time8 min Reviewed11 August 2026

An agent that can act is a privileged workload. Secure the identity and action path before adding autonomy.

Bound autonomy

Set explicit goals, time limits, transaction limits and stop conditions.

Increase autonomy only after testing low-risk workflows.

Observe and recover

Log prompts, retrieval, tool calls, approvals and resulting changes.

Provide credential revocation, rollback and a tested kill switch.

Completion check

Before you close the guide

  • Mission and limits defined
  • Dedicated identity
  • Tool allowlist and validation
  • Approval, logs and kill switch

Trusted references

Continue with primary guidance

Defensive guidance boundary

This guide provides general educational information. Adapt it to your organisation’s policies, contracts, legal obligations and incident process. For an active incident, use trusted professional and official support channels.