FREE RESOURCE / PDF CHECKLIST

Before your agent gets access, check the boundaries.

A practical review of credentials, tool permissions, data exposure, and audit trails before connecting an AI agent to business systems.

  • Scope tool permissions
  • Separate read and write access
  • Handle credentials safely
  • Review prompt-injection exposure
  • Trace data leaving your systems
  • Make actions auditable

This checklist supports an initial review. It is not a penetration test, certification, or assurance of an audit outcome.

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