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1

Define the goal and constraints

Write a one‑sentence outcome, guardrails, and what success looks like.
Goal: Draft a weekly customer support summary from Zendesk tickets.
Guardrails: read‑only, redact PII.
Success: 5‑bullet summary + top 3 issues.
2

Provide context and memory

Store domain facts, glossary, and examples. Persist short‑term state between steps.
3

Equip tools (MCP)

Expose the data sources and actions the agent can use (e.g., search, tickets:list, analytics:topIssues). See /learn/mcp.
4

Implement the reasoning loop

Plan → call tools → observe → revise plan until done. Keep outputs structured.
5

Deliver results

Return a clear artifact (report, JSON, message) and log decisions for auditability.
When your agent reliably achieves the goal with safe defaults and clear logs, you’re ready to automate.