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Agent definition card

Complete this card before creating an agent. If a field cannot be answered clearly, its boundary has usually not been fully designed.

Field What to enter
Agent name Name it after its responsibility domain; avoid using only a persona name
Business objective Whose problem it solves and what that problem is
Success criteria How to determine that the work is complete and correct
Allowed inputs Which tasks, context, and identities it accepts
Allowed outputs What structure and evidence it must return
Allowed tools Which tools it may invoke and whether they have read or write access
Data boundary Which data it may access
Permission boundary Which actions are forbidden or require approval
State Which task state must be persisted
Budget Limits on time, tokens, cost, and retries
Termination conditions Conditions for success, failure, handoff to a human, and refusal
Evaluation Which datasets and metrics are used for validation
Owner Who maintains and approves it, and responds to incidents

Minimal example

name: refund-analysis-agent
goal: Identify the main drivers of refund-rate changes within the specified scope
success:
  - Every conclusion is supported by query evidence
  - The denominator, time range, and filters are explicit
allowed_tools:
  - metadata_search
  - read_only_sql
forbidden:
  - Write to production databases
  - Bypass row- and column-level permissions
stop:
  - Evidence meets the release threshold
  - Budget is exhausted
  - Permissions are insufficient
  - Human clarification is required