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<!DOCTYPE html>
<html lang="en">
<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>PALO Guide | Find the Next Accountable Step</title>
<meta name="description" content="Use a transparent, browser-local PALO workbench to find a proportionate governance route and a bounded MCP integration pattern.">
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<meta property="og:title" content="PALO Guide | Find the Next Accountable Step">
<meta property="og:description" content="A transparent, deterministic route from your governance question to accountable steps, evidence and an MCP integration class.">
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<body class="palo-v21 palo-guide-page">
<a class="palo-skip-link" href="#main-content">Skip to main content</a>
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<a class="palo-command-brand" href="index.html" aria-label="PALO Framework home">
<img src="assets/logo.webp" alt="PALO">
<span><strong>PALO</strong><small>Framework</small></span>
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<div class="palo-command-context">
<span class="palo-command-kicker">Accountable route finder</span>
<span class="palo-command-release">v3.1.0</span>
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<nav class="palo-command-nav" id="palo-guide-nav" aria-label="Main navigation">
<a class="palo-command-link is-active" href="PALO_Guide.html" aria-current="page"><span data-palo-icon="target" aria-hidden="true"></span>Ask PALO</a>
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<main id="main-content">
<section class="palo-guide-hero" aria-labelledby="guide-title">
<div class="palo-shell palo-guide-hero-grid">
<div>
<p class="palo-eyebrow">PALO Guide | Deterministic local workbench</p>
<h1 id="guide-title">Understand PALO. Find the next accountable step.</h1>
<p class="palo-guide-hero-lead">Describe the governance situation, see which signals changed the route, and leave with concrete artifacts and a bounded product integration pattern.</p>
<div class="palo-actions">
<a class="palo-btn" href="#guide-workbench"><span data-palo-icon="target" aria-hidden="true"></span>Find my route</a>
<a class="palo-btn palo-btn-secondary" href="#integrate"><span data-palo-icon="layers" aria-hidden="true"></span>Plan an MCP integration</a>
</div>
</div>
<aside class="palo-guide-trace" aria-label="PALO Guide reasoning model">
<p class="palo-card-kicker">One visible line of sight</p>
<ol>
<li><span>Input</span><strong>Your role, objective, system and impact signals</strong></li>
<li><span>Because</span><strong>Concise, inspectable routing reasons</strong></li>
<li><span>Outcome</span><strong>Next artifact and MCP integration class</strong></li>
</ol>
</aside>
</div>
</section>
<div class="palo-guide-trust" role="note">
<div class="palo-shell">
<span data-palo-icon="shield" aria-hidden="true"></span>
<p><strong>Browser-local and source-grounded.</strong> This guide does not send answers, make legal decisions, certify compliance or authorize deployment. Answers remain in this tab unless you explicitly choose device storage.</p>
</div>
</div>
<section class="palo-guide-section palo-guide-workbench-section" id="guide-workbench" aria-labelledby="workbench-title">
<div class="palo-shell">
<header class="palo-guide-section-head">
<p class="palo-eyebrow">Guided workbench</p>
<h2 id="workbench-title">Turn six signals into a traceable route.</h2>
<p>Change an answer and run the route again. The rules are local and deterministic, so the same inputs produce the same recommendation.</p>
</header>
<div class="palo-guide-workbench">
<aside class="palo-guide-input-rail" aria-labelledby="guide-input-title">
<div class="palo-guide-rail-head">
<span>Input signals</span>
<strong id="guide-input-title">Your situation</strong>
</div>
<form id="palo-guide-form" class="palo-guide-form">
<div class="palo-guide-field">
<label for="guide-role"><span>01</span>Role or audience</label>
<select id="guide-role" name="role" required>
<option value="">Choose a role</option>
<option value="accountable-owner">Accountable owner or executive</option>
<option value="governance-risk">Governance, risk or compliance</option>
<option value="product">Product or service owner</option>
<option value="engineering">Engineering or platform</option>
<option value="assurance">Assurance or audit</option>
<option value="legal-rights">Legal or rights specialist</option>
</select>
</div>
<div class="palo-guide-field">
<label for="guide-objective"><span>02</span>Immediate objective</label>
<select id="guide-objective" name="objective" required>
<option value="">Choose an objective</option>
<option value="orient">Understand where to start</option>
<option value="classify">Classify a use case or risk route</option>
<option value="assess-impact">Assess impacts and oversight</option>
<option value="design-controls">Design owned controls</option>
<option value="measure-monitor">Measure risk, performance or drift</option>
<option value="prove-evidence">Prepare evidence for review</option>
<option value="govern-actions">Govern tools or delegated actions</option>
<option value="integrate-product">Integrate PALO into a product</option>
</select>
</div>
<div class="palo-guide-field">
<label for="guide-system"><span>03</span>System type</label>
<select id="guide-system" name="systemType" required>
<option value="">Choose a system type</option>
<option value="predictive">Predictive or scoring model</option>
<option value="generative">Generative assistant</option>
<option value="agentic">Agentic system</option>
<option value="automation">Workflow automation</option>
<option value="third-party">Embedded third-party AI</option>
<option value="unknown">Still being defined</option>
</select>
</div>
<div class="palo-guide-field">
<label for="guide-tools"><span>04</span>Can it act or use tools?</label>
<select id="guide-tools" name="canAct" required>
<option value="">Choose one</option>
<option value="no">No, it only returns information</option>
<option value="bounded">Yes, within a bounded workflow</option>
<option value="yes">Yes, it can affect products or systems</option>
<option value="unknown">Unknown or not yet decided</option>
</select>
</div>
<div class="palo-guide-field">
<label for="guide-impact"><span>05</span>Impact or uncertainty</label>
<select id="guide-impact" name="impact" required>
<option value="">Choose a level</option>
<option value="low">Low and readily reversible</option>
<option value="moderate">Moderate or context-dependent</option>
<option value="high">High, consequential or hard to reverse</option>
<option value="unknown">Material uncertainty remains</option>
</select>
</div>
<div class="palo-guide-field">
<label for="guide-product"><span>06</span>Target product or surface <small>optional</small></label>
<input id="guide-product" name="product" type="text" maxlength="100" autocomplete="off" placeholder="For example: internal portal, n8n, MCP client">
</div>
<label class="palo-guide-save" for="guide-save-local">
<input id="guide-save-local" name="saveLocal" type="checkbox">
<span><strong>Remember on this device</strong><small>Optional. Stores only these answers in local browser storage.</small></span>
</label>
<div class="palo-guide-form-actions">
<button class="palo-btn" type="submit"><span data-palo-icon="target" aria-hidden="true"></span>Infer accountable route</button>
<button class="palo-btn palo-btn-muted" id="palo-guide-reset" type="button">Reset and remove saved answers</button>
</div>
</form>
</aside>
<section class="palo-guide-result" aria-labelledby="guide-result-title">
<div class="palo-guide-result-head">
<div>
<span>Route output</span>
<h3 id="guide-result-title">Recommendation</h3>
</div>
<span class="palo-guide-local-badge">Local inference</span>
</div>
<p class="palo-guide-live-status" id="palo-guide-status" role="status" aria-live="polite">Ready for your inputs.</p>
<div class="palo-guide-state" id="palo-guide-empty">
<span class="palo-guide-state-index">01-06</span>
<h4>Start with the situation, not a module name.</h4>
<p>The route will show a starting phase, two to four PALO steps, expected evidence and an MCP integration class.</p>
</div>
<div class="palo-guide-state" id="palo-guide-loading" hidden>
<span class="palo-guide-state-index">Working</span>
<h4>Applying the published routing rules.</h4>
<p>Matching your inputs to PALO phases, evidence outputs and authority boundaries.</p>
</div>
<div class="palo-guide-state palo-guide-error" id="palo-guide-error" hidden>
<span class="palo-guide-state-index">Check inputs</span>
<h4>The route could not be generated.</h4>
<p>Complete the five required signals and try again.</p>
</div>
<div class="palo-guide-populated" id="palo-guide-populated" hidden>
<div class="palo-guide-decision-strip">
<div>
<span>Start at</span>
<strong id="palo-guide-start-phase">Frame</strong>
</div>
<div>
<span>MCP integration class</span>
<strong id="palo-guide-integration-class">Guidance-only</strong>
</div>
</div>
<div class="palo-guide-because">
<span>Because</span>
<p id="palo-guide-because"></p>
</div>
<div class="palo-guide-result-block">
<h4>Next accountable steps</h4>
<ol class="palo-guide-route" id="palo-guide-route"></ol>
</div>
<div class="palo-guide-result-split">
<div class="palo-guide-result-block">
<h4>Signals used</h4>
<ul class="palo-guide-signals" id="palo-guide-signals"></ul>
</div>
<div class="palo-guide-result-block palo-guide-boundary-block">
<h4>Authority boundary</h4>
<p id="palo-guide-boundary"></p>
</div>
</div>
<div class="palo-guide-result-block">
<h4>Recommended handoff</h4>
<div class="palo-guide-handoffs" id="palo-guide-handoffs"></div>
</div>
</div>
</section>
</div>
</div>
</section>
<section class="palo-guide-section palo-guide-reasoning" id="reasoning" aria-labelledby="reasoning-title">
<div class="palo-shell">
<header class="palo-guide-section-head palo-guide-section-head-split">
<div>
<p class="palo-eyebrow">How PALO reasons</p>
<h2 id="reasoning-title">Six phases, one evidence thread.</h2>
</div>
<p>The governance loop is canonical. The recommendation selects a proportionate entry point; it does not skip accountable review or turn framework guidance into authority.</p>
</header>
<ol class="palo-guide-phase-line" aria-label="Six canonical PALO governance phases">
<li><span>01</span><strong>Frame</strong><p>Define purpose, scope, owners and affected people.</p><small>Artifact: use-case brief</small></li>
<li><span>02</span><strong>Classify</strong><p>Establish the risk route and level of scrutiny.</p><small>Artifact: risk route</small></li>
<li><span>03</span><strong>Assess</strong><p>Evaluate impacts, authority, autonomy and oversight.</p><small>Artifact: impact record</small></li>
<li><span>04</span><strong>Control</strong><p>Assign owned, testable safeguards and gates.</p><small>Artifact: control plan</small></li>
<li><span>05</span><strong>Measure</strong><p>Set indicators, thresholds, owners and cadence.</p><small>Artifact: KPI/KRI register</small></li>
<li><span>06</span><strong>Prove & Review</strong><p>Assemble evidence and decide what must reopen.</p><small>Artifact: evidence bundle</small></li>
</ol>
<div class="palo-guide-authority-note">
<strong>Evidence is not authority by implication.</strong>
<p>Canonical definitions structure the work. Source-backed context still needs applicability review. Local previews are not operational evidence. Human-review-required signals cannot change governance state on their own.</p>
</div>
</div>
</section>
<section class="palo-guide-section palo-guide-integration" id="integrate" aria-labelledby="integrate-title">
<div class="palo-shell">
<header class="palo-guide-section-head palo-guide-section-head-split">
<div>
<p class="palo-eyebrow">Integrate PALO into your product</p>
<h2 id="integrate-title">Guide first. Protect actions separately.</h2>
</div>
<p>The dedicated six-tool Knowledge Reader explains, plans, searches and retrieves only digest-bound canonical PALO records. Its stateless production candidate requires live deployment qualification. The restricted ten-tool Curator adds immutable draft and review operations under a separate boundary. Neither profile authorizes deployment or executes protected actions; add the PALO-AI governed path only when a product can cause effects.</p>
</header>
<div class="palo-guide-architecture" aria-label="PALO product integration architecture">
<div class="palo-guide-architecture-main">
<article>
<span>Product edge</span>
<strong>Client, product or workflow</strong>
<small>Authenticated by the product</small>
</article>
<i aria-hidden="true">></i>
<article class="is-guide-tools">
<span>PALO guide tools</span>
<strong>Explain, infer, plan</strong>
<small>Read-oriented governance guidance</small>
</article>
<i aria-hidden="true">></i>
<article>
<span>Released sources</span>
<strong>Semantic, gate and control registries</strong>
<small>Versioned definitions and boundaries</small>
</article>
</div>
<div class="palo-guide-architecture-protected">
<span>When actions need protection</span>
<div><strong>Action claim</strong><i aria-hidden="true">></i><strong>PALO-AI governed path</strong><i aria-hidden="true">></i><strong>Protected executor and verified effect</strong></div>
<small>The developer-preview runtime is not a production authorization boundary. Use isolated, non-consequential tools until readiness gaps are closed.</small>
</div>
</div>
<div class="palo-guide-tool-ledger" aria-label="PALO Guide MCP tools">
<article><code>palo_explain_framework</code><p>Explain phases, artifacts, boundaries and released framework concepts.</p></article>
<article><code>palo_infer_governance_route</code><p>Return a deterministic, reasoned route from declared context signals.</p></article>
<article><code>palo_plan_product_integration</code><p>Recommend a bounded integration class, architecture and readiness cautions.</p></article>
</div>
<p class="palo-guide-agent-manual"><a href="docs/palo-guide-agent-and-mcp.html">Read the PALO Guide Agent and MCP integration manual</a> for the prompt contract, tool inputs, response boundaries and product-side implementation checklist.</p>
<div class="palo-guide-config-grid">
<article class="palo-guide-config">
<div class="palo-guide-config-head">
<div><span>Local development</span><h3>MCP over stdio</h3></div>
<button type="button" class="palo-guide-copy" data-copy-target="palo-stdio-config">Copy</button>
</div>
<pre id="palo-stdio-config"><code>{
"mcpServers": {
"palo": {
"command": "node",
"args": ["/path/to/PALO/packages/palo-mcp-server/index.js"]
}
}
}</code></pre>
<p>Use an absolute path and isolated development data. The reference package remains a Developer Preview.</p>
</article>
<article class="palo-guide-config">
<div class="palo-guide-config-head">
<div><span>Remote Reader</span><h3>Authenticated Streamable HTTP</h3></div>
<button type="button" class="palo-guide-copy" data-copy-target="palo-http-config">Copy</button>
</div>
<pre id="palo-http-config"><code>{
"type": "streamable-http",
"url": "https://your-palo-host.example/mcp-guide",
"headers": {
"Authorization": "Bearer ${PALO_MCP_TOKEN}"
}
}</code></pre>
<p>The Reader exposes exactly six knowledge tools. Production mode accepts only short-lived OIDC access tokens for the exact resource audience and requires TLS, the fixed two-scope role, an explicit host allowlist and the canonical-only release.</p>
</article>
</div>
<p class="palo-guide-copy-status" id="palo-guide-copy-status" role="status" aria-live="polite">Configuration examples are ready to copy.</p>
<div class="palo-guide-integration-caution">
<strong>Eleven host paths, one qualification rule</strong>
<p>Paired Reader and Curator configurations are available for Copilot Studio, Claude, ChatGPT/Codex, GitHub Copilot, VS Code, Cursor, Gemini, JetBrains, AWS AgentCore, n8n and Dify. Repository validation covers protocol and configuration; every tenant remains pending until a live authenticated test is recorded.</p>
<a href="docs/palo-knowledge-copilot-integrations.html">Open the Knowledge Copilot integration matrix</a>
</div>
<div class="palo-guide-integration-caution">
<strong>Production boundary check</strong>
<p>The Reader code is a production candidate for informational Q&A; IdP, proxy, logging, monitoring, rollback and host checks remain deployment responsibilities. Curator and protected-action PALO-AI retain their separate non-production boundaries.</p>
<a href="docs/palo-knowledge-reader-production.html">Review the Reader production profile</a>
</div>
</div>
</section>
<section class="palo-guide-section palo-guide-handoff-section" id="handoff" aria-labelledby="handoff-title">
<div class="palo-shell">
<header class="palo-guide-section-head">
<p class="palo-eyebrow">Continue with a working surface</p>
<h2 id="handoff-title">Move from orientation to an artifact.</h2>
</header>
<div class="palo-guide-handoff-ledger">
<a href="PALO_AssessmentPath.html"><span>Build evidence</span><strong>Evidence Pack</strong><small>Produce a local, reviewable evidence dossier.</small></a>
<a href="PALO_AgenticGovernance.html#simulator"><span>Bound delegated action</span><strong>PALO-AM simulator</strong><small>Test action space, autonomy and reversibility.</small></a>
<a href="governance-hub/"><span>Inspect the control plane</span><strong>Governance Hub</strong><small>Explore the developer-preview workflow and evidence model.</small></a>
<a href="docs/palo-guide-agent-and-mcp.html"><span>Implement the guide agent</span><strong>Guide and MCP manual</strong><small>Use the deterministic prompt, tools and integration classes.</small></a>
<a href="PALO_AIProductionReadiness.html"><span>Check the boundary</span><strong>Production readiness</strong><small>See remaining controls and current evidence status.</small></a>
</div>
</div>
</section>
<section class="palo-section palo-agentic-feature" id="finops-local-learning" aria-labelledby="finops-learning-title"><div class="palo-shell palo-agentic-feature-grid"><div><p class="palo-eyebrow">PALO FinOps 1.3 | Experimental local workspace</p><h2 id="finops-learning-title">When does learning locally justify its full cost?</h2><p class="palo-lead">Compare external-only, static hybrid and distilled hybrid workflows on the same task cohort. Review training investment, accepted outcomes, latency and conditional future costs together.</p><div class="palo-actions"><a class="palo-btn" href="PALO_FinOps.html#local-learning">Explore Local learning</a><a class="palo-btn palo-btn-secondary" href="docs/palo-finops-local-learning-research.html">Research and reproducibility</a><a class="palo-btn palo-btn-secondary" href="docs/palo-finops.md#who-uses-the-module">Find your role</a></div></div><aside class="palo-card"><p class="palo-card-kicker">What you can verify</p><p>Seven synthetic scenarios, explicit cost coverage, quality and latency gates, and replayable reports. A conditional cost advantage is a result to investigate, not permission to deploy or spend.</p><p><strong>Available now:</strong> offline comparison and evidence export. Model training, adaptive sidecar enforcement and measured production savings remain outside this release.</p></aside></div></section>
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</div>
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