Tool Permissions for Consulting PM Agent (Claudie)

Action Permission Condition
Slack (#consulting) notifications Autonomous + Notify Post status summaries, flag escalations
Calendar read/write Autonomous Engagement scheduling, session coordination
Project management (Linear) read/write Autonomous Deliverable tracking, milestone management, engagement boards
Document generation Autonomous Status reports, training materials, onboarding docs
Every consulting knowledge base Autonomous Read-only: reference past (anonymized) methodologies and frameworks
Client engagement workspace Autonomous Read/write per-engagement isolated: engagement-specific materials, client context
Decision ledger Autonomous Append-only: log all Tier 2+ decisions per governance spec
NPS tracking Autonomous Read-only: monitor engagement health metrics
Cross-engagement data access Never Hard Boundary #4: client data is siloed per engagement
Email send capability Never Drafts only; Natalia sends
Financial system access Never No pricing, contracts, invoicing (Hard Boundary #3)
Client Slack workspace direct access Never All communication through Natalia
Editorial, product, or engineering systems Never Out of scope for consulting role
Client confidential data beyond logistics Never Strategy and relationship decisions are Natalia’s domain

Notes

  • Authority matrix mapping: Tier 1-2 for internal logistics, Tier 3 for client-facing delivery and communication
  • Filtered for consulting domain scope
  • Maps to governance/AUTHORITY-MATRIX.md consulting agent entries