A role with an owner
A role retains its place in the organization when its occupant changes. Its delegate agent works within the assigned responsibilities and authority.
For the people who know the process and the people who configure the technology. Define the agent’s job, equip it with expertise and tools, set its boundaries and inspect its work.
Departments, teams and roles connect the people responsible for work with the agents that help carry it out.
Departments, teams, people and reporting lines
Role responsibilities, information access, operating limits and human review
Role agents plan and delegate; specialists carry out defined tasks
Assigned tools, knowledge, databases and external services
Architecture overview. The organization defines responsibility; applications provide capabilities for the work.
A role retains its place in the organization when its occupant changes. Its delegate agent works within the assigned responsibilities and authority.
Role agents can call specialists for focused work. Giving a task to another agent does not grant it a larger operating allowance.
Reporting lines and information clearance answer different questions. Cross-team bridges define permitted collaboration between roles.
Supporting files can also be associated with a workspace’s tasks. See an authorised colleague retrieve a receiving record →
A specialist does a focused job. Its Harness brings together instructions, information, tools and operating rules. Configure the parts that matter for the task, then inspect a real run. A pipeline connects the stages when the work needs more than a direct answer.
See two colleagues produce and review a handover →
The demonstrated workflow runs in sequence. Its generated Markdown is manually saved to Knowledge before review; the pipeline does not export or approve it automatically.
The execution editor exposes Runtime, Model, Execution, Constraints, Memory, Instructions, Context, Tools, Routing and Trust. Start with the job and required controls; choose additional settings when the task needs them.
The instructions editor separates expertise, procedures, references and constraints. Reusable Context is assigned separately. Knowledge eligibility is not proof of retrieval, and a saved model or routing choice is not proof that the provider is configured or a run succeeded.
Use the product’s configuration screens, or integrate through the supported APIs and SDK paths. The deployment must supply the required model access, integrations and permissions. A saved draft or registered gateway does not establish a working deployment.
Inspect APIs and SDK integration → · Inspect the connected test and instruction change →
| In the product | What it means |
|---|---|
| Intent | The role’s job description: what its agent is there to do. |
| Context (skills) | Reusable instructions assigned to an agent, such as the handover format. The run still checks whether they can be included. |
| Knowledge | Information the agent may retrieve when eligible. Permission to retrieve is different from information actually used. |
| Directives | Standing instructions for roles or units. |
| Enforcements (hooks) | Operating limits and allowlists. This is the operating-envelope configuration, not a general scriptable-hook library. |
| Loops (commands) | The current page supports reviewing proposed improvements to Context. It does not demonstrate a general command library or scheduled learning. |
| Tools | Callable capabilities, separate from reference information. Configure the connection and the agent’s permitted use. |
| What an agent gets | A diagnostic of the composed configuration. It stops before a model call; inspect a real run to check what was used. |
A role can publish to its own unit or an ancestor. Consumption through that placement is limited to the selected unit; publication does not automatically spread access through the organisation or grant execution authority. Existing assets without a unit target use a separate organisation-level path, still subject to access checks.
Assigning Context saves a reference to the instructions, rather than making a private copy. In the handover demonstration, Daniel authors the specialist and Avery selects the same saved Agent. Both have organisation-wide build administration, and role/trust preparation was explicit. It does not establish that every employee can discover or run the specialist.
Duplicating a pipeline creates another graph. It does not copy a complete Harness or grant additional permissions. Configuration history restores its supported saved fields; it does not undo completed work or restore an entire pipeline graph.
Shared setup and access to business information are separate. Check the intended roles, data access and execution permissions in your evaluation.
Save invoice-review headings, assign them to the assistant and check the setup.
The assignment preview checks setup. The saved answer is a separate actual response.
This is a saved-record presentation of instruction use, not a new model run during preview, payment approval or model retraining.
Fictional demonstration. Edited recording; saved-record views are labelled.
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Initial setup. The earlier example saves invoice-review instructions, previews the assignment and saves a plan. See the creation and setup steps. This is preparation, not a completed run.
Set up an assistant for invoice review · 30 seconds
Save reusable instructions and limits, preview the instructions the assistant will receive, and place the assistant into a saved sequence of planned steps. This short edit shows setup; it does not run those steps.
Save reusable instructions and limits, preview the instructions the assistant will receive, and place the assistant into a saved sequence of planned steps. This short edit shows setup; it does not run those steps.
Download the original recording (embedded English remains).
The new walkthrough follows a saved three-step sequence through its completed result. The five-node invoice example below separates the earlier setup from a new test that stops because the agent has no trust chain.
Supply dock details and the person handling follow-up to the saved input → summary → output workflow.
The completed run record supports the result. No separate human review is shown.
No tool is called and no operating record changes. An answer summarizing a status does not perform the underlying operation.
Fictional demonstration. Screenshot walkthrough; saved-record views are labelled.
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A later test without an authority chain returns “No trust chain established for this agent.” Earlier setup scenes are labelled separately. The test uses reconstructed example line items; it does not extract a new invoice or produce an invoice decision.
A later test recreates the earlier five-node invoice-review scenario using a template with explicitly reconstructed line items.
No authority is added. The film separates the new refusal from the original setup.
Reconstructed line items are not freshly extracted evidence, and the stopped test produces no invoice decision.
Fictional demonstration. Edited recording; saved-record views are labelled.
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Save configuration versions, inspect field changes and restore a prior version. Pipeline configuration history covers its name, description, pattern and status; it does not restore graph nodes, connections or actions already taken in external systems.
Compare two saved versions after changing only the assistant description.
Saved comparison records and the native wording support the narrow restore result.
This restores assistant settings, not a whole workspace, pipeline or all work.
Fictional demonstration. Edited recording; saved-record views are labelled.
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Provider options include OpenAI, Anthropic, Google, Azure and Ollama, subject to deployment configuration. Tool support, memory settings and enforcement differ by execution runtime. Evaluate the provider and runtime together against the tools and controls your workflow needs.
Bring contributions from different teams into one answer. In the staffing example, Finance checks the figures and Operations checks the workload.
This recording shows agents working together inside Aegis. External A2A compatibility needs a separate evaluation of the other system and its supported protocol.
See the coordinated-work demonstration →
Scope: this section demonstrates coordination between Aegis agents. The external-agent service invokes REST endpoints; an A2A registration does not establish an external Agent2Agent protocol call.
Avery asks Finance and Operations to examine supplied fictional staffing and cost figures.
The first percentage error, explicit correction request and resulting internal draft remain visible.
This is calculated from supplied figures, not measured savings. It shows neither spending nor human approval. One operator uses separate demonstration accounts.
Fictional demonstration. Edited recording; saved-record views are labelled.
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Aegis’s A2A workspace provides internal discovery, routing and orchestration. Available patterns include router, supervisor, blackboard and ensemble. Internal coordination is distinct from interoperating with an outside agent server.
The external-agent service currently invokes REST endpoints. Selecting A2A or MCP in its registration does not make those protocols invokable on that service. External MCP tool connections use the separate MCP integration described below.
The Agent2Agent protocol defines communication between independent agents. Its general capabilities are not a claim of complete Aegis protocol compatibility.
Let an agent use a connected tool, or make selected Aegis functions available to another application. The three paths below have different setup and access requirements.
One enterprise MCP server provides tools for planning, routing, knowledge lookup, escalation, delegation and submitting results to the Claude runtime.
Register a server, discover its tools and attach the capabilities an agent needs. Connection and execution support depend on the transport and runtime.
Other applications can call selected Aegis functions through MCP. This must be explicitly enabled, and each operation needs authorization.
Avery makes two decisions before the read: the agent escalation, then the tool approval. The final answer confirms completion; its optional follow-up question concerns new work. This is one observed public read, not a general reliability claim.
Maya uses the existing Platform Services assistant and assigned public get_categories tool with the unchanged earlier test request.
Avery approves the agent escalation, then separately approves the tool-gate hold. Both decisions precede the read.
This is one observation, not a general reliability claim. It is an unauthenticated public read with no outside writes, using separate fictional accounts operated by one operator. Optional follow-up confirmation in the final answer concerns new work.
Fictional demonstration. Screenshot walkthrough; saved-record views are labelled.
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env:YOUR_MCP_URL
; the environment variable holds the complete connection URL.
Compatibility to check: registry discovery supports HTTP/SSE. Its discovery client does not forward Authorization headers, so bearer-token or OAuth support must be verified on the chosen execution path. Stdio needs a supported runtime and operator allowlists; a stored WebSocket entry is not proof of execution support. Private-network endpoints need deployment review.
The walkthrough shows one completed individual-tool call through an external HTTP server.
The individual-tool invocation path checks the tool binding and requires approval. The Claude adapter registers the whole server, so tool exposure and approval behavior must be checked for that runtime.
The enterprise server exposes ten tools. These names describe tools, not ten separately installed servers.
decompose_objective
,
route_task
delegate_to_agent
,
escalate
,
invoke_task_agent
query_knowledge
,
check_directive
,
execute_connector_query
create_deliverable
,
submit_upstream
Connector queries can also write through supported API connections; review the agent’s assigned source and permitted operation.
MCP means Model Context Protocol: a common way to expose tools and information to AI applications. Read the protocol overview .
Inbound MCP admission is closed by default. An operator must explicitly enable it and configure the allowed origins. Clients without an Origin header need an explicit admission choice.
Transport admission is separate from authorisation. Verify the caller’s identity, organisation and permission for each operation you intend to expose. Test the actual external client and deployed configuration before allowing business work.
This describes the configuration path. The public external-tool recording shows Aegis calling an outside server; it is not evidence of a client calling into Aegis.
Start with the path your application needs. Compare its connection, credentials and review behavior here, then inspect the detailed setup and recorded proof. Confirm the runtime and version used in your deployment.
| Path | Connection and credentials | Authority and review | Evidence and next check |
|---|---|---|---|
| Built-in tools · Claude Agent SDK | One embedded MCP server provides ten enterprise tools. Uses the agent’s execution identity; configure connected-system credentials separately. | Tool-specific authority and information-access checks apply. The inventory is not a grant to every business record. | Inspect the inventory. Confirm the deployed runtime, required tool and permitted operation. |
| External MCP · Claude Agent SDK | HTTP/SSE with configured headers or a URL secret reference. Stdio requires an operator-allowed command and environment setup. Discovery uses HTTP/SSE without forwarding Authorization headers. | SDK registration exposes the server’s tools; do not assume a selected tool is an exclusive grant. Runtime governance and per-call review still apply. | See the separate public-read example. It does not prove authenticated access on this SDK path. Test credentials, tool scope and approval in your deployment. |
| External MCP · native tool invocation | The native invoke_mcp_tool path calls HTTP/SSE. Uses a URL or URL secret reference; its transport does not forward configured Authorization headers. No stdio or WebSocket invocation here. | An individual tool binding is enforced; an unbound entry grants the server scope. The tool approval gate runs before the call. | Public-read recording: two decisions, ten returned categories. Test your service, credentials and any write separately. |
| External client → Aegis MCP | Inbound SSE through enabled Aegis service endpoints. Configure allowed origins and, for clients without an Origin header, explicit admission. | Admission is closed by default. Transport admission does not establish caller identity, organisation access or operation permission. | Inspect inbound setup. No inbound-client film is supplied. Verify authentication and the exact exposed operation before business use. |
| Aegis agents → other Aegis agents | Internal discovery and orchestration use configured participants and Aegis execution identities. This is distinct from calling an outside agent. | Role authority and delegation boundaries apply; configure who can contribute and who reviews. | Finance and Operations contribute to one answer. Check participant access, failures and review requirements for your workflow. |
| Aegis → external agent or service | The external-agent service invokes REST endpoints with configured authentication. It accepts A2A/MCP registrations, but does not invoke those transports. | Invocation includes authority, rate and budget checks. Endpoint credentials do not replace Aegis permissions. | Inspect external-agent support. Configuration is described below; no invocation of this service is shown. Test the intended endpoint, authentication, permissions and failure handling. |
Also check knowledge access and operating oversight. Shared instructions do not grant business-data access. The HR handover uses supplied facts, not retrieved HR records.
Read information from a connected system and use it in an answer. The example below follows an approved public-data read.
| Connection | Current capability | Check during evaluation |
|---|---|---|
| Databases | PostgreSQL, MongoDB and Redis query paths | Assigned connection, permitted queries and network access |
| Business APIs | REST and GraphQL requests | Authentication, method, payload and read/write permissions |
| External agents or services | REST invocation with authentication, rate and budget checks | Actual response, failure handling and permitted operations |
| Your application → Aegis | REST API and Python SDK operations | Identity, organization scope and operation permissions |
| Notifications | Delivery adapters for Teams, Slack, Discord, Telegram and Notion | Channel configuration and which events actually trigger delivery |
The connector tool resolves an assigned connection alias within the agent’s organization. Agree the data to read, the operations permitted and the expected result, then test the complete path.
The earlier screenshot shows a successful REST connection test. The walkthrough below follows a later approved read into the agent’s answer.
The Accounts Payable assistant requests one public example task from an outside source.
Avery approves the requested read before the result returns.
No company data is used and no outside records change. This cut ends before the separate reverse-direction REST example.
Fictional demonstration. Screenshot walkthrough; saved-record views are labelled.
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A separate program requests one saved assistant’s metadata from Aegis.
This shows a read response; no approval or new agent execution is shown.
This is a labelled saved-record view, not a native external application capture.
Fictional demonstration. Edited recording; saved-record views are labelled.
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The recorded Python client made this request through the REST API. Replace the placeholder with an agent your account may read; provide the sign-in token through the program’s environment.
GET /api/v1/agents/{agent_id}/summaryAccept: application/jsonAuthorization: Bearer <token from environment>
The saved response returned HTTP 200, the requested agent identifier, the name Accounts Payable Lead Agent and status active. These are saved agent details, not a task result.
The account needs permission to read agents in that organization. An appropriately scoped API key is another supported sign-in method, but the recorded example used the owner’s sign-in token. Missing access, a failed request or an unexpected agent identifier must be treated as a failed read.
MySQL and SQLite connection tests do not establish query execution. SOAP, object-storage and message-queue configuration is not presented here as a completed integration. Private address restrictions also affect access to internal systems.
The browser SDK console is a bounded set of operations, distinct from running arbitrary Python. This recording shows the existing read-only agent-list operation and its actual response.
Test a permitted operation inside Aegis. The built-in testing screen reads a list of 18 assistants. This is an in-app list lookup; it does not show an external Python program running an agent. The displayed response time is one sample, not a benchmark.
Original in-app test, using fictional demonstration accounts.
A permitted read-only example in the application’s built-in testing screen returns the recorded list of 18 assistants. This is a list lookup inside the application, not a separate external program or an assistant performing work.
Download the original recording (embedded English remains).
For an external API or Python SDK evaluation, agree the operation, authentication and expected result for your deployment. A browser-console response does not establish that external client workflow.
Give agents information your team has checked, and review changes before reusing them.
Publish policies and reference material with classification and access rules. Retrieval checks information clearance and organizational scope.
Assign the instructions an agent should follow. Share procedures within the configured department/team scope; publication does not grant additional authority.
Publish directives to selected units, track acknowledgement and replace or withdraw outdated instructions. Acknowledgement records receipt, not proof of compliance.
This is a human-initiated workflow for improving instructions, not model retraining or automatic learning from every action.
A recorded invoice review produces a draft instruction that assumes access to bank records.
The demonstration operator uses the owner account to accept the revised proposal; the library preserves the accepted instructions.
The later answer remains a saved response; missing payment proof stays unknown. This improves instructions and does not retrain the model or prove bank access.
Fictional demonstration. Edited recording; saved-record views are labelled.
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Knowledge publication and procedure proposals have separate review paths. Tenant learning exclusions restrict what can enter approved knowledge; a new exclusion does not automatically erase all previously published material. Procedure selection follows department/team placement, and sharing does not confer authority.
The recording above shows a proposal, edited acceptance and later use. The Controls walkthrough separately shows knowledge publication, permitted and refused access, and acknowledgement of a leadership message.
Trace an answer to its activity record, estimated cost and remaining budget.
Review execution activity, work queues, budgets and cost breakdowns. Evaluate the records from an actual run, including any displayed estimates.
Configure runtime and gateway access, inspect logs and manage deployment state. Available controls depend on the selected hosting setup.
Import CSV or SCIM user data, or start from an Aegis structural export. Review the imported roles and clearances before assigning live work.
Request a handover using supplied fictional facts and no outside record changes.
After the answer, the app checks the signed record for changes.
The amount is an app estimate using saved prices, not a provider bill. The session total includes separate preparation and must not be equated with this answer’s cost. Signature verification is not human approval or proof of business correctness.
Fictional demonstration. Screenshot walkthrough; saved-record views are labelled.
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Enterprise deployments can use operator-provisioned dedicated organization data stores. This is not a live migration of an existing shared tenant, or a claim of separate infrastructure for every component.
Organization import is structural onboarding, not continuous directory provisioning. Deployment to a gateway requires a configured, reachable gateway. Automatic infrastructure scaling is not offered as an implemented capability in this evaluation.
Audit records, signed records and checks that prevent an action are different forms of evidence. Confirm the verification and enforcement timing for the chosen runtime and operation.
Identify the systems, permitted actions, expected output and reviewer. We’ll use those to discuss the configuration and the evidence your team needs.