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Create a distinct identity for the agent, assign a named owner and approver, and grant only the resources and actions its task requires. Then restrict its tools, preserve user context for delegated work, monitor its activity, and test how to shut it down. The exact account type and setup steps depend on the SaaS provider; “agent identity,” “service account,” “service principal,” and “OAuth application” are not interchangeable terms.
Why an AI agent should have its own identity
A dedicated identity makes it possible to tell the agent’s actions apart from a person’s, assign responsibility, and remove its access without disrupting a human’s account. Avoid using a person’s everyday login as the agent’s standing identity. Microsoft recommends an agent-specific identity for most AI-agent workloads in its Entra architecture, but account choices differ across platforms: Microsoft’s identity-planning guidance describes its own options, not a universal SaaS model.
Before provisioning, define the agent’s purpose, approved data, permitted actions, tool dependencies, owner, and approval path. Name an approver for high-risk access. A written scope gives reviewers something concrete to compare against the permissions later granted.
Choose the identity model your SaaS supports
Use a distinct, auditable identity intended for the workload where the service supports one. Do not assume a product offers a purpose-built AI-agent account. Some tasks may call for a machine or service identity; others, particularly work that must act for a person, may require a supported delegation model. Microsoft’s Entra guidance, for example, recommends agent identity for most AI agents and describes when an agent user account may be needed if a resource requires a user object. It characterizes ordinary service principals as a fit for scripted, predictable workloads rather than autonomous agents. Those distinctions apply to Microsoft Entra, not every identity provider.
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If the SaaS cannot create a separate agent identity, use its narrowest supported integration identity and authorization flow. Do not reuse a broadly privileged credential across unrelated people or agents. The UK National Cyber Security Centre advises that SaaS service identities should be visible, scoped, approved for high-risk access, removed when no longer needed, and covered by audit controls in its SaaS security guidance.
Scope permissions to the task, resources, and actions
Translate the purpose statement into specific objects and operations: which workspace, site, project, or data category the agent can access, and whether it may read, create, edit, share, or delete. Grant only what the workflow needs. For instance, a meeting-scheduling integration may need calendar access without access to a mailbox or personal drive if it does not use those functions; the NCSC gives this as an example of limiting SaaS access.
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Prefer resource-level allow policies and narrow roles when the service offers them. A broad OAuth or API scope, or a role with a reassuring name, does not prove that access is sufficiently limited. Inspect what the identity can actually reach across the tenant and connected services. Google Cloud warns that coarse-grained access scopes do not replace fine-grained resource policies in its service-account security guidance. Also check combined effective access: several individually narrow roles can add up to excessive permissions, as Microsoft notes in its least-privilege guidance for AI agents.
Restrict tools and keep delegated work attributable
Account permissions are only one control. Allowlist reviewed tools, integrations, and actions; for each call, the SaaS resource or an authorization layer should check whether the identity may access that specific object and perform that operation. A model’s ability to select an exposed tool is not itself authorization to use it.
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When an agent acts on a person’s behalf, preserve both identities: the agent principal that made the call and the user whose authority or request it represents. Do not give the agent the person’s credentials. AWS describes patterns for carrying agent and user context separately in its AgentCore guidance. Delegation mechanisms, including OAuth flows and token handling, vary by SaaS provider and implementation; there is no single provider-neutral flow to apply everywhere.
Audit records should make it possible to investigate an action. Capture the agent identity, role or effective scope, action, resource, correlation ID, and—where applicable—the user on whose behalf it acted. Ensure service identity activity is included in your security monitoring.
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Protect credentials and plan a reliable shutdown
Use the identity or SaaS platform’s supported credential-management process. Restrict who can administer or retrieve credentials, keep secrets out of prompts and logs, and rotate or replace credentials through their supported lifecycle. Prefer short-lived credentials or just-in-time elevation where feasible. Google Cloud recommends separate service accounts for distinct use cases and temporary tokens for time-specific access in its service-account guidance.
Write down and test a shutdown sequence before relying on the agent for sensitive or production work:
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- Disable the agent identity using the identity provider’s supported control.
- Revoke or invalidate its tokens and credentials.
- Remove the identity’s grants and integrations in downstream SaaS applications.
- Confirm that existing sessions and tokens can no longer perform actions.
Microsoft recommends testing credential rotation, token invalidation, and removal of stale permissions as part of revocation. The exact controls and sequence depend on the identity provider and SaaS service.
Review effective access as the workflow changes
Inventory the identity and its connected tools, review both its original grants and effective access, and remove integrations that are no longer used. Repeat the review when roles, groups, tools, data scope, deployment environment, or the agent’s autonomy changes. The NCSC’s SaaS guidance emphasizes visibility, scope review, audit coverage, and removing service identities when they are no longer needed.
For any identity option the provider offers, assess whether it supports distinct attribution, resource-and-action scoping, reviewable lifecycle controls, delegated user context without sharing user credentials, and authorization checks by the downstream service. The balance of those capabilities varies by SaaS and identity provider; the UK NCSC, Microsoft, AWS, and Google Cloud guidance above addresses different parts of the problem rather than defining one universal account type.
What SCIM can and cannot do
NIST NCCoE’s February 2026 concept paper describes SCIM as useful for identity provisioning, deprovisioning, and lifecycle management, but not as an authentication or authorization mechanism. It is a project concept paper, not a completed universal implementation standard: NIST NCCoE concept paper.
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