Give the agent a job you can check
“Manage this participant” is too broad to review. “Find the last agreed follow-up and prepare a task for me to check” has a clear purpose and result. Begin with preparation and drafting work before allowing consequential changes.
Useful starting tasks
- Find authorised participant context before a call.
- Prepare a note from information the coordinator supplies.
- Create a follow-up task with a named owner.
- Find unbilled work for an authorised finance review.
- Locate source records needed for a report.
Define what the agent can read, what it can change and which actions need a person’s approval. A generated summary is not a substitute for opening the underlying record when the decision matters.
Keep access attached to the employee
CordoCare’s MCP tools use organisation and employee controls. The person’s current role and participant scope apply to each request. A finance action needs the relevant permission; giving an agent a key should not grant access the employee lacks.
Review the result and the trail
Check the participant, facts, assignee and status. Make sure a promised change actually exists. If a request times out, reconcile the original operation before repeating it. Use the audit record and supported reversal controls when a change needs attention.
Explore the available CordoCare agent workflows. Before connecting another AI provider, review its data handling alongside CordoCare’s security information and your organisation’s policy.