status: complete audience: both chapter: 03 last_updated: 2026-04 contributors: [alexwill87, claude-cockpit] lang: en


3.1 -- Define the agent's scope

Context

An agent without clear scope is a dangerous agent. Not because it will "rebel" -- because it will do things you didn't anticipate. Send an email to a client with an inappropriate tone. Modify a production file. Make a financial decision.

Scope is not a list of features. It's a trust contract between you and the agent.

The rights pyramid

Three levels, from most permissive to most restrictive:

        /\
       /  \
      / 3  \    EXTERNAL ACTION
     / val. \   Validation required each time
    /--------\
   /    2     \  WRITE
  /  autonomous \ The agent acts alone within a defined framework
 /--------------\
/       1        \ READ
/ always allowed  \ The agent reads everything it needs
---------------------|

Level 1 -- Read (always allowed)

The agent can read without restriction: - Your configuration files - Your calendar - Your emails (read-only) - Your tasks - Documents in knowledge/

Why without restriction: an agent that doesn't understand context produces generic responses. Reading is the fuel of relevance.

Level 2 -- Write (autonomous, within a framework)

The agent can modify WITHOUT asking you: - MEMORY.md (addition, compression, cleanup) - Files in knowledge/ (updates) - Email drafts (but not sending) - Reports and summaries - Session notes

Concrete examples:

The agent CAN The agent CANNOT
Write a draft email response Send the email
Update a knowledge/ file Delete a knowledge/ file
Create a meeting summary Publish the summary somewhere
Add an entry to MEMORY.md Modify CONSTITUTION.md
Modify a code file in dev Deploy to production

Level 3 -- External action (validation required)

The agent MUST ask you before: - Sending an email or message - Publishing anything - Modifying a production database - Making a payment or transaction - Contacting a third party - Deleting data

Validation request format:

[VALIDATION REQUIRED]
Action: Send email to dupont@client.fr
Content: [content summary]
Reason: Response to their quote request from 28/03
Impact: The client will receive your pricing proposal

Validate? (yes / no / modify)

Step by step

1. List the actions of your typical week

Review your last week. Note each action you'd like to delegate. Classify it in the pyramid.

2. Define explicit prohibitions

What is NOT in scope is just as important as what is. Examples:

PROHIBITED:
- Making financial commitments
- Responding to HR on my behalf
- Modifying client contracts
- Accessing medical data
- Sharing confidential information out of context

3. Write the scope in CONSTITUTION.md

The scope translates directly into your CONSTITUTION.md file (see section 3.5).

4. Test the scope

Ask the agent:

Show me 3 situations where you'd ask me for validation
and 3 situations where you'd act alone.

If its examples don't match your intention, adjust the scope.

Common mistakes

Scope too broad: "Do what you think is necessary." The agent will end up doing something you didn't imagine. Guaranteed.

Scope too narrow: "Ask me before each action." You end up validating 50 requests a day. Might as well not have an agent.

Scope too vague: "Manage my emails, but not the important ones." What is "important"? For the agent, without explicit criteria, it's arbitrary.

Static scope: Never revise the scope. Your context evolves. Review the scope each month.

Verification

  • [ ] You have listed the actions of your typical week
  • [ ] Each action is classified in one of the 3 levels
  • [ ] Explicit prohibitions are written down
  • [ ] The scope is documented in CONSTITUTION.md
  • [ ] The agent correctly describes its limits when you test it

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