Executive AI Risk Assessment
A business-focused summary of the most important agent risks and governance gaps, with decisions for leadership.
AI Agent Security & Governance Assessment
Know What Your AI Agents Can Access Before They Act
Organizations are deploying Microsoft Copilot, Copilot Studio, OpenAI agents, MCP-connected tools and AI-enabled applications faster than traditional identity and governance processes were designed to manage. CoForgePilotAI evaluates the agents, identities, permissions, data access and operational controls that determine whether those systems are ready for production.
Microsoft-first. Cross-vendor capable.
Make the access, ownership and risk visible.
CoForgePilotAI helps organizations discover, secure, govern and validate AI agents before they create unacceptable identity, data, permissions, tool or operational risk. Start with the questions your leadership and technical teams need to answer.
- What AI agents are running in your organization?
- Who owns each one?
- What identity does each agent use?
- What applications and data can it reach?
- Which tools, plugins, connectors and MCP servers can it call?
- Which actions require human approval?
- Can you reconstruct what the agent did?
- Can you disable it immediately if something goes wrong?
- How do you know it is safe and accurate enough for production?
Scope may include Microsoft Copilot, Copilot Studio, Microsoft Foundry, Microsoft Agent 365, Entra ID and Agent ID, service principals, Defender, Purview, Intune, OpenAI and ChatGPT Enterprise, MCP servers, connectors, plugins, and custom or third-party agents. Coverage is agreed for your environment; available controls and evidence depend on platform, configuration and licensing.
An assessment across eleven areas
Follow each agent from its owner and identity to the data it can read, the tools it can invoke and the actions it can take. Expand an area to see what is reviewed.
1. Agent Discovery & Ownership
Agent inventory, platform and source, business and technical owners, orphaned agents and lifecycle status.
2. Identity & Authentication
Entra identities, Agent IDs where applicable, service principals, credentials and secrets, delegated versus application permissions, and ownership and credential lifecycle.
3. Permissions & Least Privilege
Graph and API permissions, directory and application roles, resource access, excessive privilege, and inherited or indirect access.
4. Data Access & Exposure
SharePoint, OneDrive, Teams and business applications; sensitive or restricted information; permission inheritance and oversharing.
5. Tools, MCP, Connectors & Plugins
MCP servers, plugins, connectors, external APIs and browser or computer-use capabilities, including tool trust and approval boundaries.
6. Human Approval & Agent Actions
High-impact actions, approval gates, payment and financial actions, outbound communications, destructive actions and escalation paths.
7. Logging, Monitoring & Auditability
Agent activity, identity logs and tool-call evidence; relevant Defender, Purview and Entra visibility; event retention and traceability.
8. Incident Readiness
Disable and kill paths, credential revocation, ownership escalation, evidence preservation, incident classification and response responsibilities.
9. Knowledge & Context Readiness
Authoritative sources, stale or conflicting content, retrieval permissions, provenance and content ownership.
10. Production Evaluation
Normal use cases, edge cases, prohibited actions, prompt-injection and approval scenarios, evidence and citation requirements, and customer-specific acceptance criteria.
11. Cost & Operational Governance
Usage ownership, budget responsibility, cost visibility, limits and alerts where supported, and abandoned or unused agents.
Evidence your team can act on
A clear executive view, supported by technical findings and a practical remediation plan.
Technical Findings Report
Findings connected to evidence, business risk, recommended remediation and relevant vendor or Microsoft controls.
Agent & Permission Inventory
Discovered agents, owners, identities, permissions, tools and accessible resources in one documented inventory.
Production Readiness Findings
Agents that need additional security, approval gates, logging, data cleanup or evaluation before broader production use.
30/60/90-Day AI Governance Roadmap
A prioritized remediation path with accountable owners, milestones and evidence needed to close each finding.
For organizations moving AI from pilot to production
Your environment
Microsoft 365 and Entra environments adopting Copilot or Copilot Studio, building custom agents, or introducing ChatGPT and OpenAI enterprise workflows. Especially relevant when sensitive data is involved or several departments are experimenting independently.
Your stakeholders
CIOs, CISOs, IT directors, identity and IAM leaders, Microsoft 365 leads, AI program owners, and Power Platform or Copilot centers of excellence who need an evidence-based production decision.
Evaluate the whole operating environment
Native platforms provide important controls. The assessment evaluates how those controls, identities, data, tools and business processes fit together in your actual environment. It goes beyond a vendor configuration review or an Agent 365 setup.
Trace access across platforms
Connect identity and permissions analysis to data-access mapping and MCP/tool governance, including dependencies outside the Microsoft estate.
Validate the operating boundaries
Review production evaluations, human approvals and incident readiness against the actions your agents are allowed to take.
Turn findings into decisions
Explain business risk, identify accountable owners and provide remediation guidance your internal team or implementation partner can use.
From discovery to a remediation plan
Discover
Inventory agents, owners, identities, tools and data connections.
Assess
Evaluate permissions, data exposure, controls, logging and production readiness.
Validate
Run approved, controlled validation and evaluation scenarios.
Remediate
Deliver prioritized findings and a 30/60/90-day roadmap. Agree any implementation work separately.
Fixed scope. Evidence-led decisions.
Establish your AI-agent governance baseline
Fixed-scope assessments are available for organizations that want to establish an initial AI-agent security and governance baseline.
Start with a scoping conversation. We agree the systems, agent population, access, deliverables and controlled validation scenarios before work begins. You receive a proposal for the agreed scope. Remediation implementation can be scoped separately.
Choose a time using our existing booking page, or email James at james@webbsol.com. During scoping, we will cover your name, work email, company, approximate employee count, Microsoft 365 or Copilot usage and a short description of your AI environment. Phone is optional.