Tool Registry Planning Template
Give agentic workflows a deterministic operating layer so tools carry state, permissions, validation, execution, and evidence.
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The exact sections inside the download.
Frame the operating decision
What state can the system retrieve safely? What state can the system change, create, send, or assign? Use the combined view to name the business outcome, source of truth, and owner who will decide whether to proceed.
Set the control boundary
What schema, permission, or business rule must pass first? Which actions need human approval before execution? State the risk to avoid, review or escalation route, and record needed to keep the workflow controlled.
Commit to the first move
What result proves the tool completed correctly? Who owns each tool contract and its failure behavior? Record the smallest safe scope, baseline, owner, evidence, decision date, and next action.
Decision summary
Who owns each tool contract and its failure behavior? What happens if the tool fails or returns incomplete state? Summarize the proposed move, operating benefit, and the evidence that supports it.
Evidence and control
Which logs, traces, IDs, and status views are required? State the source, review boundary, accountable owner, and condition that would require revision or pause. Keep the decision receipt with the workflow record.
Next review
Record the decision owner, evidence source, review date, and the explicit condition to scale, revise, defer, or stop. Confirm how the resulting decision will be communicated, implemented, and retained in the operating record.
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Frame the decision
Name the real operating need before designing a solution.
Name the workflow this registry enables.
CRM, inbox, database, calendar, documents, analytics, or internal tools.
Name the action that most needs approval, validation, or fallback.
How to use it
Start with one real decision.
Complete the canvas with the workflow owner, then use the blank areas to expose missing context and controls.