Execution pattern
Gate agent memory and retrieval
Decide what an agent may read, and what it may keep.
- Category
- AI AgentsCommon in Healthcare · Fintech & payments · SaaS & platforms
- Works through
- langchain · salesforce · sdk · servicenow +1 more
- Proof
- Signed Decision DossierVerifiable against our published JWKS.
- Deploy
- Shadow Mode firstMeasure on your own traffic before anything is stopped.
What executes
An agent retrieves documents into context, or writes what it learned into durable memory.
What normally goes wrong
Retrieval quietly widens the blast radius of every later action. Data the actor was never entitled to read becomes data the agent can act on — and, once written to memory, data it carries into unrelated sessions.
The decision
The signals available at the moment of the action, and the rule that judges them.
Signals
- Entitlement of the requesting actor to the source
- Classification of the retrieved content
- Whether the write is durable or session-scoped
- Purpose declared for the retrieval
The gate
Restrict retrieval to what the actor is entitled to read, and refuse durable writes of classified content.
Retrieval proceeds within the actor's entitlement.
A broader scope waits on the data owner.
The retrieval or the memory write does not happen.
No policy pack decides this pattern yet
Write the gate above as your own policy: a repository policy file, or a bundle in your workspace.
Prove it, then deploy it
A verdict you cannot check is an opinion, and a gate you cannot measure first is a risk of its own.
View the signed proof
Every verdict on this pattern produces a Decision Dossier: the signals it saw, the policy version that judged them, and an Ed25519 signature anyone can check against our published JWKS — without an account, and without trusting us.
Deploy in Shadow Mode
Run this gate against your own traffic while it stops nothing. You get the verdicts it would have returned and the actions it would have held, so the decision to enforce is made on your numbers rather than ours.
Related patterns
Teams that hit this one usually hit these next.
Related concepts
This pattern is one answer to each of these.
Agent Permissions
How do I decide what an AI agent is permitted to do?
MCP Security
How do I enforce a policy on MCP tool calls?
Policy Engine
What is a policy engine, and where does it belong?
Permission Fatigue
Why doesn't approving every AI agent action work?
Pre-Execution Authorization
Can an action be authorized before it runs rather than reviewed after?
What to do next
The same five steps for every pattern in the library.
- Simulate this recipe
Run the policy against a realistic action in the browser. Push it past what the rules allow and watch the verdict come back. No account.
- View the signed Decision Dossier
See exactly what was decided and why: the rule that fired, the evidence it read, the policy version in force, and an Ed25519 signature you can verify yourself.
- Deploy in shadow mode
Measure what the policy would have caught on your own traffic without touching the live path. Every recipe defaults to shadow, so the first deployment carries no execution risk.
- Connect a real workflow
Point the same policy at the system where the action actually originates — a checkout, an ERP posting, a Zap, an agent's tool call.
- Share the verified result
Publish the proof: a public verification link, an embeddable badge, a PR comment, or an anonymized shadow-mode finding. This is how the next person discovers Decionis.
