User Manual
Complete guide to AgentPMO — enterprise AI agent governance.
1. Introduction
AgentPMO is the control plane for organizations running AI agents at scale. It answers three questions every engineering and compliance team faces:
- What are all our AI agents doing, and are any of them misbehaving?
- Are we compliant with the EU AI Act, NIST AI RMF, and other frameworks?
- What does this fleet actually cost, and is it within approved budgets?
AgentPMO connects to your agents via a lightweight CLI push model — agents report heartbeats, token usage, and events; the platform aggregates, evaluates, and surfaces actionable insight.
| Concept | What it means |
|---|---|
| Agent | A registered AI system (chatbot, code reviewer, document processor, etc.) |
| Assessment | A formal risk evaluation of an agent against a compliance framework |
| Charter | The approved token budget, model tier, and business owner for an agent |
| Incident | A reported operational or safety issue linked to an agent |
| Conformity check | One of six binary tests that determine EU AI Act readiness |
| Heartbeat | A periodic signal an agent sends to prove it is alive and healthy |
| Discovery | Passive detection of AI tools running on developer machines |
2. Getting Started
2.1 Sign up and create your organization
- Go to the AgentPMO web app and click Start Free.
- Create an account with email or an SSO provider.
- When prompted to create an organization, enter your company name. The slug is used in API calls — choose something short and memorable (e.g.
acme). - Invite team members from Settings > Members once your org is set up.
2.2 Get your API key
- Settings → enter a descriptive key name (e.g.
ci-pipelineorlocal-dev). - Click Create Key.
- The full key is shown once only — copy it immediately and store it securely.
2.3 Install the CLI
npm install -g agentpmo # Configure your key agentpmo config set apiKey YOUR_KEY_HERE agentpmo config set orgSlug your-org-slug # Verify connectivity agentpmo status
2.4 Onboarding flow
After creating your organization, the dashboard shows a guided three-step onboarding card:
- Register Agents — add your AI agents via the UI or the CLI.
- Assess Compliance — run a risk assessment against at least one framework.
- Monitor & Report — track metrics, log incidents, and generate reports.
3. Dashboard
The dashboard is the real-time command center for your entire AI agent fleet. It auto-refreshes every 30 seconds and shows a live indicator when data is current.
3.1 Stat cards
| Card | What it shows |
|---|---|
| Total Agents | All registered agents in the organization |
| High Risk | Agents rated Unacceptable or High on their latest assessment |
| Monthly Cost | Aggregated token spend in USD since the 1st of the current month |
| Open Incidents | Incidents with status open or investigating |
| Budget Health | % of chartered agents currently within their expected token budget |
3.2 Stale agent alert
If any active agent has not sent a heartbeat in the last 24 hours, a yellow warning banner appears listing each stale agent by name. Click any agent name to navigate to its detail page.
3.3 Compliance overview panel
Three columns give an instant compliance posture:
- Left: % of agents assessed, EU AI Act countdown in days, remediation progress bar.
- Middle: Per-framework coverage bars (EU AI Act, NIST AI RMF, ISO 42001, GDPR, SOC 2).
- Right: Active production agents with no assessment — highest priority for the compliance team.
4. Agents
4.1 Registering an agent
Click Register Agent (top right of the Agents page).
| Field | Required | Description |
|---|---|---|
| Name | Yes | Human-readable display name, e.g. "Customer Support Bot" |
| External ID | Yes | Machine-readable slug for API/CLI, e.g. customer-support-bot |
| Description | No | What the agent does |
| Model Provider | No | e.g. anthropic, openai, google |
| Model Name | No | e.g. claude-sonnet-4-6, gpt-4o |
| Owner Email | No | Person accountable for this agent |
| Department | No | Business unit, e.g. engineering, legal |
| Environment | No | production, staging, or development |
| Token Budget (Expected) | No | Normal monthly spend in USD — the green zone |
| Token Budget (Stretch) | No | Upper acceptable limit before a warning |
| Token Budget (Runaway) | No | Hard ceiling — triggers a critical alert |
| Approved Model Tier | No | haiku, sonnet, opus, or any |
4.2 Sending heartbeats
agentpmo heartbeat --agent customer-support-bot
Add this to a cron job or health-check loop every 5 minutes for continuously running agents. An agent that misses heartbeats for 24+ hours is flagged as stale on the dashboard.
4.3 Reporting token usage
agentpmo metrics push \ --agent customer-support-bot \ --inputTokens 12500 \ --outputTokens 3200 \ --cacheHitTokens 8000 \ --totalCostUsd 0.042 \ --model claude-sonnet-4-6
4.4 Agent detail page
Click any agent name to open its detail page. Key sections:
| Tab / Section | What you will find |
|---|---|
| Overview | Status, last heartbeat, model, owner, department, environment |
| Insights | Smart callouts — open P1s, stale heartbeat, stale assessment, over budget |
| Metrics | Daily token usage charts, cost trend, model breakdown |
| Bias & Fairness | Bias score trend, flagged rate, calibration error over time |
| Assessments | All risk assessments across all frameworks for this agent |
| Incidents | All incidents linked to this agent |
| Dependencies | Upstream agents this agent calls; downstream consumers |
4.5 Agent statuses
| Status | Meaning |
|---|---|
| Active | Running in a live environment; heartbeats expected |
| Paused | Temporarily suspended; no heartbeats expected |
| Deprecated | Being wound down; may still receive traffic |
| Archived | Decommissioned; kept for audit history |
5. Compliance
5.1 Supported frameworks
| Framework | Abbreviation |
|---|---|
| EU Artificial Intelligence Act | EU AI Act |
| NIST AI Risk Management Framework | NIST AI RMF |
| ISO/IEC 42001 — AI Management Systems | ISO 42001 |
| GDPR applied to AI systems | GDPR AI |
| SOC 2 applied to AI systems | SOC 2 AI |
5.2 Running a new assessment
Navigate to Compliance > New Assessment and fill in:
| Field | Description |
|---|---|
| Agent | The agent being assessed |
| Framework | Choose from the five supported frameworks |
| Risk Level | Unacceptable / High / Limited / Minimal |
| Score | 0–100 composite score |
| AI Act Category | The EU AI Act category applicable to this agent |
| Findings | Freetext summary of what was found |
| Recommendations | Actionable steps to improve risk posture |
5.3 Assessment reviews (peer sign-off)
After an assessment is created, a colleague with at least member role can submit a peer review. Only Approved reviews satisfy EU AI Act conformity check #3.
| Review status | Effect |
|---|---|
| Approved | Conformity check #3 (Peer reviewed) is satisfied |
| Changes requested | Assessor must revise findings |
| Rejected | Assessment is invalid |
5.4 Remediation tasks
Each assessment can have one or more remediation tasks:
| Field | Options |
|---|---|
| Status | open, in_progress, completed, wont_fix |
| Priority | low, medium, high, critical |
| Assigned to | Email of the responsible person |
| Due date | Target completion date |
completed.5.5 Compliance Matrix
Compliance > Matrix — a grid with agents as rows and frameworks as columns. Each cell shows the latest risk level, score, and a staleness indicator (grey) if the assessment is older than 90 days. Empty cells are agents never assessed under that framework.
5.6 Gap Analysis
Compliance > Gap Analysis — lists every framework and, for each, every agent that has not been assessed. Use Assess Now on any row to jump to a pre-filled new-assessment form.
5.7 Framework Comparison
Compliance > Compare — select any two frameworks for a side-by-side comparison of assessment counts, average scores, and risk level distribution.
5.8 Bulk Assessment
Compliance > Bulk — run the same assessment parameters across multiple agents simultaneously. Useful when a new framework becomes relevant for an entire product line.
6. EU AI Act Readiness
The EU AI Act page is the single source of truth for your readiness against the August 2, 2026 enforcement deadline. It evaluates every agent against six conformity checks and produces a downloadable PDF report.
6.1 The six conformity checks
| # | Check | Pass condition |
|---|---|---|
| 1 | Assessed | At least one completed risk assessment on record |
| 2 | Fresh | Most recent assessment completed within the last 90 days |
| 3 | Peer reviewed | At least one assessment has an approved review from a peer |
| 4 | Remediated ≥ 50% | At least half of the agent's remediation tasks are completed |
| 5 | No open P1 | No open incidents with severity p1 linked to this agent |
| 6 | Charter signed | The agent has a token strategy charter with status chartered |
6.2 Readiness statuses
| Status | Condition |
|---|---|
| Ready | All 6 checks pass |
| At Risk | At least 1 check passes, but not all 6 |
| Not Started | Zero checks pass |
6.3 Downloading the PDF report
Click Download PDF on the EU AI Act page. The report is suitable for submission to regulators, auditors, or board risk committees. It includes a cover page with the org-level readiness score and a per-agent table with check dots and status badges.
7. Token Strategy Charter
A Token Strategy Charter is the formal agreement about how much an agent is allowed to spend on tokens, which models it is approved to use, and who is accountable. Unchartered agents have no runaway protection.
7.1 Charter fields
| Field | Description |
|---|---|
| Approved Model Tier | haiku, sonnet, opus, or any |
| Expected Budget (USD/mo) | Normal monthly spend — the green zone |
| Stretch Budget (USD/mo) | Upper acceptable limit — triggers a warning alert |
| Runaway Budget (USD/mo) | Hard ceiling — triggers a critical incident |
| Business Owner | Email of the person accountable for this agent's spend |
| Rationale | Why this agent needs its approved model tier and budget |
| Effective Date | When the charter comes into force |
| Review Date | When the charter should next be reviewed |
7.2 Budget health
The dashboard Budget Health card shows the percentage of chartered agents within their expected monthly budget. On the Token Charter list, agents over expected budget are highlighted amber; agents over the runaway limit are highlighted red.
charterStatus to chartered, satisfying EU AI Act conformity check #6 automatically.8. Dependency Graph
The dependency graph maps which agents call or depend on other agents. Node colors reflect risk level. Agents with open compliance gaps are outlined with a dashed border.
8.1 Adding a dependency
- Select the dependent agent (the one that calls another).
- Select the upstream agent (the one being depended upon).
- Set criticality:
critical,high,medium, orlow. - Optionally add a description.
8.2 Blast radius
The stats panel lists each agent with its blast radius — the number of other agents that would be affected if it failed. Agents with a blast radius of 3+ warrant additional compliance scrutiny and should be prioritized in remediation.
9. Discovery
Discovery passively detects AI tools running across your organization's developer machines and infrastructure — surfacing shadow AI that has not been formally registered.
9.1 Running a scan
agentpmo discover # Print results without uploading agentpmo discover --output json
9.2 Tool types detected
| Type | What is scanned |
|---|---|
| npm_package | node_modules and global npm for AI SDK packages |
| python_package | pip-installed packages (openai, anthropic, langchain, etc.) |
| running_process | Active processes matching known AI agent signatures |
| desktop_app | Installed applications (e.g. Claude Desktop, ChatGPT app) |
| ide_extension | VS Code, Cursor, and JetBrains extensions |
| browser_extension | Chrome/Edge extensions matching known AI tools |
| browser_ai | Browser-native AI features that are enabled |
| network_egress | Outbound connections to AI provider API endpoints |
| api_key | Environment variables matching patterns for AI API keys |
9.3 Promoting or dismissing
Promote to Agent — opens the registration form with name and external ID pre-filled. Complete the remaining fields and the tool is linked to the new agent.
Dismiss — archives the finding. It will not reappear unless detected again in a future scan.
10. Incidents
10.1 Severity levels
| Severity | Code | Response expectation |
|---|---|---|
| Critical | P1 | Immediate — safety, privacy, or business continuity threat |
| High | P2 | Within 24 hours — significant degradation or risk |
| Medium | P3 | Within one week — moderate issue |
| Low | P4 | Normal sprint cycle — minor or informational |
10.2 Incident lifecycle
open → investigating → resolved → closed
10.3 Filing an incident
Click New Incident and fill in:
| Field | Description |
|---|---|
| Title | Short summary, e.g. "Customer Support Bot returning PII in responses" |
| Description | Full description of what happened |
| Severity | P1–P4 |
| Status | Usually open when first filed |
| Agent | The agent involved (strongly recommended) |
10.4 Filing via CLI
agentpmo incident create \ --agent customer-support-bot \ --title "Unexpectedly high hallucination rate detected" \ --severity p2 \ --description "Automated eval detected 12% hallucination rate in last 100 runs"
11. Reports
The Reports page combines fleet health, risk posture, token economics, incident summary, EU AI Act countdown, and remediation progress into a single governance view with month-over-month deltas.
11.1 Token economics section
- Budget utilization — MTD cost vs expected, stretch, and runaway budgets per agent.
- Model tier cost breakdown — haiku vs sonnet vs opus spend.
- Cache efficiency — ratio of cache-hit tokens to total (aim for > 40%).
- Cache leaderboard — agents with the best and worst cache hit rates.
11.2 Scheduled reports
Navigate to Reports > Schedule to set up automatic PDF delivery:
- Click Schedule Report.
- Choose Weekly (every Monday at 8 AM) or Monthly (1st of each month at 8 AM).
- Enter recipient email addresses.
- Save the schedule.
12. Audit Log
The audit log is a tamper-proof, append-only record of every significant action in the platform. Required for regulatory compliance and internal investigations.
12.1 Audited resources
| Resource | Events tracked |
|---|---|
| Agent | Created, updated, archived |
| Assessment | Created, approved, rejected |
| Assessment review | Created, status changed |
| Remediation task | Created, status changed, assigned |
| Incident | Created, severity changed, resolved, closed |
| API key | Created, revoked |
| Charter | Created, updated |
| Dependency | Added, removed |
| Comment | Added |
12.2 Filters
| Filter | Description |
|---|---|
| Resource type | Show only events for a specific resource |
| Actor | Filter by the user who performed the action |
| From date | Show events after this date |
| To date | Show events before this date |
13. Settings
13.1 API Keys
Create keys in Settings. Keys are shown once — if lost, revoke and create a new one. Name keys descriptively to track which system uses them (e.g. github-actions, staging-server).
13.2 Webhooks
Create a webhook endpoint by providing:
- URL — the HTTPS endpoint that will receive events
- Secret — used to sign payloads with HMAC-SHA256; verify signatures in your receiver
- Events — select which event types to subscribe to
The Webhooks page shows a delivery log with HTTP status codes and response times for each recent delivery attempt.
13.3 Integrations
| Integration | What it does |
|---|---|
| Slack | Post incident alerts and weekly summaries to a channel |
| Microsoft Teams | Same as Slack, for Teams-based organizations |
| PagerDuty | Escalate P1 incidents directly to on-call rotations |
| GitHub | Link assessments and remediation tasks to GitHub issues |
| Jira | Sync remediation tasks as Jira tickets |
| Datadog | Forward token metrics and heartbeat events to Datadog |
| Splunk | Stream audit log events to Splunk for SIEM integration |
14. CLI Reference
agentpmo status
agentpmo status # Connected to AgentPMO org: acme role: admin
agentpmo heartbeat
agentpmo heartbeat --agent <external-id>
agentpmo metrics push
agentpmo metrics push \ --agent <external-id> \ --inputTokens <n> \ --outputTokens <n> \ --cacheHitTokens <n> \ --cacheMissTokens <n> \ --totalCostUsd <n> \ --model <model-id>
agentpmo incident create
agentpmo incident create \ --agent <external-id> \ --title "Description of the issue" \ --severity p2 \ --description "Full details"
agentpmo discover
agentpmo discover agentpmo discover --output json # print without uploading
agentpmo agents list / get
agentpmo agents list agentpmo agents list --format json agentpmo agents get --agent customer-support-bot
15. API Reference
All endpoints require authentication via API key as a Bearer token:
Authorization: Bearer apk_xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Agents
| Method | Endpoint | Description |
|---|---|---|
| GET | /api/agents | List all agents |
| POST | /api/agents | Create a new agent |
| GET | /api/agents/:id | Get an agent by ID |
| PATCH | /api/agents/:id | Update agent fields |
| POST | /api/agents/:id/heartbeat | Send a heartbeat |
Metrics
POST /api/metrics/ingest
{
"agentId": "agent_xxxx",
"periodStart": "2026-05-14T00:00:00Z",
"inputTokens": 12500,
"outputTokens": 3200,
"cacheHitTokens": 8000,
"totalCostUsd": "0.042",
"modelUsed": "claude-sonnet-4-6"
}Incidents
| Method | Endpoint | Description |
|---|---|---|
| GET | /api/incidents | List incidents (filter by status, severity) |
| POST | /api/incidents | Create an incident |
| PATCH | /api/incidents/:id | Update severity or status |
Webhook payload verification
import crypto from "crypto";
function verifySignature(payload: string, signature: string, secret: string): boolean {
const expected = crypto
.createHmac("sha256", secret)
.update(payload)
.digest("hex");
return crypto.timingSafeEqual(
Buffer.from(signature),
Buffer.from(`sha256=${expected}`)
);
}16. Roles & Permissions
| Action | Viewer | Member | Admin |
|---|---|---|---|
| View agents, assessments, incidents | Yes | Yes | Yes |
| View compliance matrix and reports | Yes | Yes | Yes |
| View audit log | Yes | Yes | Yes |
| Create / edit agents | No | Yes | Yes |
| Run assessments | No | Yes | Yes |
| Submit assessment reviews | No | Yes | Yes |
| File and update incidents | No | Yes | Yes |
| Manage remediation tasks | No | Yes | Yes |
| Create / edit token charters | No | Yes | Yes |
| Create / revoke API keys | No | No | Yes |
| Manage webhooks | No | No | Yes |
| Manage organization members | No | No | Yes |
| Manage integrations | No | No | Yes |