Opening paragraph
AI tools become security-relevant when they can access business data, call connected tools, or influence customer-visible workflows.
Resource
A practical memo template for MSPs explaining AI-agent risk to customers.
Adapt this memo to explain what a customer's AI agent can access or change, which controls need review, and what you recommend next.
Overview
What this resource covers.
- Customer memo outline
- Authority-risk explanation
- Suggested customer questions
- Recommended review paths
- Plain-language recommendations for fixing gaps
What you receive
Memo template preview
Use the template to record the customer's planned AI use, permissions, open questions and next security checks.
Customer questions
Which tools are connected? What can the system change? Who approves high-impact actions? What logs would we review after a bad action?
Recommended next step
Start with an inventory of tools, data classes, approval gates, and logs before expanding agent authority.
01
Template sections
- What the customer is adopting
- What the agent can access or do
- Failures that could affect the customer
- What controls should be checked next
- The next review or change the MSP recommends
Next step