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Think it through together, then record.
The product · beta
Let your agent check the context, capture the reason and reuse what your team knows—from the tools you already use.
Shared decisions · reasons · roles
Read and write through CLI or MCP.Keep working in your connected agent.
Orient before work
What exists, what’s decided, what came before—and who can change it.
“Can we include this extra workflow in the proposal?”
With the practice configured, your agent reads its role and relevant records. Partial orientation needs further lookups before acting.
Why · Deliver the first result before adding custom work.
Who can change it · Product Lead
DirectionProve value before adding complexity.
WorkPrepare a customer proposal.
Already there · The current offer and pilot plan.
Earlier choice · A broader pilot. Its reason—exploring more possibilities—stays in history after the team narrows the scope.
Work & capture
A new choice emerges during work. Your agent records its reason, scope and owning role.
“Let’s test the extra workflow with one customer before offering it more widely.”
Your agent can capture and accept in its acting role. You remain accountable. Accepted isn’t delivered.
Why: learn what it takes before adding it to the offer.
Product Lead—or their agent in that role—accepts.
The experiment runs. Record what happened.
The agent’s session must act in the role that can decide. Holding another role does not add its authority to this session. Required fields and applicable direction links, limits and verification requirements must also be met.
Agents can accept any entry kind within those requirements. Acceptance is recorded for the person they act for. The person remains accountable and can confirm it themselves.
Set this in its working instructions.
Both follow your team’s rules and role authority. You remain accountable.
Give your agent the working instructions →Reuse together
Sales asks their agent to prepare the next proposal. It can consult the same decision and reason—even while the author is away.
Reason · Learn what it takes before adding it to the offer.
Owning role + reasons + historyKnowledge compounds when your team captures, maintains and reuses it. That’s our thesis.
Learn & refine
New learning prompts review. The agreement stands until its owning role changes it.
“Customers want this workflow. Delivery needs more time. Let’s revisit the offer.”
Possible contradiction flags prompt review. The owning role—or its agent in that role—decides what changes.
Why · Learn before adding it to the offer.
Candidate: an optional add-on. Not yet accepted.
Check the learning against the current agreement.
The owner records why. Earlier versions stay in history.
Across the team
Connect a supported CLI/MCP agent and teach it your practice. Day-to-day lookups, capture and authorised acceptance can stay there.
Hosted MCP connector. Look up your workspace’s decisions, reasons and related work.
Claude connection guide ↗Connector · betaCustom MCP connectors on supported plans. Check your plan and rollout.
Check the ChatGPT guide ↗Conditional connection · betaClaude Code: opening briefing. Cursor and Codex: CLI or MCP lookup. Copilot: instruction files.
Choose your agent guide ↗Claude Code · Cursor · Codex · Copilot · betaTeach your agent to consult the record as it works. Changes aren’t pushed to every active session.
Give your connected agent a real task. Let the next person build on the recorded reason.