diff --git a/apps/device-host-agent/host_agent/client.py b/apps/device-host-agent/host_agent/client.py
index 209b641..2214c80 100644
--- a/apps/device-host-agent/host_agent/client.py
+++ b/apps/device-host-agent/host_agent/client.py
@@ -157,6 +157,7 @@ class HostAgentClient:
                 "address": address,
                 "devices": [device.model_dump(mode="json") for device in devices],
                 "policy_revision": policy_revision,
+                "planner_transport": self.config.ai_planner_transport,
             },
         )
         return HeartbeatResponse.model_validate(response.json())
diff --git a/cloud-console/src/types.ts b/cloud-console/src/types.ts
index 5eea4aa..a2be7bd 100644
--- a/cloud-console/src/types.ts
+++ b/cloud-console/src/types.ts
@@ -63,6 +63,7 @@ export interface HostRecord {
   host_id: string;
   address: string | null;
   last_seen_at: string;
+  planner_transport: "direct" | "cloud";
 }
 
 export type PluginEntryPointKind = "driver" | "tool" | "skill";
diff --git a/cloud-console/src/views/UsersView.vue b/cloud-console/src/views/UsersView.vue
index 82a8be1..355da3d 100644
--- a/cloud-console/src/views/UsersView.vue
+++ b/cloud-console/src/views/UsersView.vue
@@ -61,6 +61,9 @@ const hostUsageEvents = ref<TokenUsageEvent[]>([]);
 const selectedUser = computed(
   () => users.value.find((user) => user.id === selectedUserId.value) ?? null,
 );
+const selectedHost = computed(
+  () => hosts.value.find((host) => host.host_id === selectedHostId.value) ?? null,
+);
 const deviceKey = (device: Pick<DeviceRecord, "host_id" | "device_id">) =>
   `${device.host_id}\u0000${device.device_id}`;
 
@@ -386,7 +389,10 @@ onMounted(() => void refresh());
         <label>Daily Cloud-proxy token budget <input v-model="hostDailyTokenBudget" inputmode="numeric" placeholder="Unlimited" /></label>
       </div>
       <div class="actions"><button class="primary" :disabled="saving || !selectedHostId" @click="saveHostPolicy">Save Host policy {{ hostPolicyRevision === null ? "" : `(revision ${hostPolicyRevision})` }}</button></div>
-      <p v-if="hostUsage" class="muted">
+      <p v-if="selectedHost?.planner_transport === 'direct'" class="muted">
+        Direct provider transport: unmetered. Cloud cannot enforce or verify this Host's token budget.
+      </p>
+      <p v-else-if="hostUsage" class="muted">
         {{ hostUsage.usage_day }}: used {{ hostUsage.used_tokens }}, reserved {{ hostUsage.reserved_tokens }},
         remaining {{ hostUsage.remaining_tokens ?? "unmetered" }} tokens.
       </p>
diff --git a/openspec/changes/cloud-console-governance/tasks.md b/openspec/changes/cloud-console-governance/tasks.md
index 350abdc..21cbf1b 100644
--- a/openspec/changes/cloud-console-governance/tasks.md
+++ b/openspec/changes/cloud-console-governance/tasks.md
@@ -40,7 +40,7 @@
 - [x] 3.3 Add `governance:read` and `governance:admin` scopes and policy-aware
       public task authorization that combines `tasks:submit` with the
       authenticated human user's effective submission policy.
-- [ ] 3.4 Add bounded, non-secret public governance routes and `CloudClient`
+- [x] 3.4 Add bounded, non-secret public governance routes and `CloudClient`
       methods for user policy, Host policy, Host AI-budget summaries, and
       paginated usage events; audit every policy mutation.
 - [ ] 3.5 Add public API/SDK tests for targeted submission, target-policy
@@ -74,7 +74,7 @@
 - [x] 5.3 Add Cloud proxy preflight reservation, configured conservative
       per-call ceiling, provider invocation, actual-usage settlement, and
       bounded unknown-usage reservation expiry.
-- [ ] 5.4 Record non-secret usage events and expose accurate
+- [x] 5.4 Record non-secret usage events and expose accurate
       used/reserved/remaining UTC-day budget summaries; explicitly report
       direct transport as unmetered.
 - [ ] 5.5 Add provider-fake, repository concurrency, Cloud API, and Host
@@ -89,7 +89,7 @@
       validation errors.
 - [x] 6.2 Complete or reconcile the admin Users view, then add user-
       submission-policy editing with safe refresh and conflict/error handling.
-- [ ] 6.3 Add Host policy administration and AI-usage/budget views, including
+- [x] 6.3 Add Host policy administration and AI-usage/budget views, including
       revision display, unmetered direct Hosts, and no rendering of prompts,
       screenshots, provider credentials, cookies, or lease secrets.
 - [ ] 6.4 Add frontend tests for task composer scope/policy failures,
diff --git a/packages/cloud-platform/cloud/db_models.py b/packages/cloud-platform/cloud/db_models.py
index ea9703c..1f84f27 100644
--- a/packages/cloud-platform/cloud/db_models.py
+++ b/packages/cloud-platform/cloud/db_models.py
@@ -51,6 +51,9 @@ class HostRow(Base):
     display_name: Mapped[str | None] = mapped_column(String, nullable=True)
     enrolled_at: Mapped[str | None] = mapped_column(String, nullable=True)
     revoked_at: Mapped[str | None] = mapped_column(String, nullable=True)
+    planner_transport: Mapped[str] = mapped_column(
+        String, nullable=False, default="direct", server_default=text("'direct'")
+    )
 
 
 class DeviceEnrollmentRow(Base):
diff --git a/packages/cloud-platform/cloud/internal_api/api.py b/packages/cloud-platform/cloud/internal_api/api.py
index 9375414..f9bf374 100644
--- a/packages/cloud-platform/cloud/internal_api/api.py
+++ b/packages/cloud-platform/cloud/internal_api/api.py
@@ -177,6 +177,7 @@ def create_internal_router(
             devices,
             address=payload.address,
             allow_device_takeover=allow_device_takeover,
+            planner_transport=payload.planner_transport,
         )
         policy = pool.store.get_host_governance_policy(host_id)
         policy_revision = policy.revision if policy is not None else 0
diff --git a/packages/cloud-platform/cloud/internal_api/models.py b/packages/cloud-platform/cloud/internal_api/models.py
index 48dfa3a..cd4964a 100644
--- a/packages/cloud-platform/cloud/internal_api/models.py
+++ b/packages/cloud-platform/cloud/internal_api/models.py
@@ -39,6 +39,7 @@ class HeartbeatRequest(BaseModel):
     address: str | None = None
     devices: list[DeviceSnapshotModel] = Field(default_factory=list)
     policy_revision: int = Field(default=0, ge=0)
+    planner_transport: Literal["direct", "cloud"] = "direct"
 
 
 class HostGovernancePolicyModel(BaseModel):
diff --git a/packages/cloud-platform/cloud/migrations/versions/0006_host_planner_transport.py b/packages/cloud-platform/cloud/migrations/versions/0006_host_planner_transport.py
new file mode 100644
index 0000000..c65e912
--- /dev/null
+++ b/packages/cloud-platform/cloud/migrations/versions/0006_host_planner_transport.py
@@ -0,0 +1,23 @@
+"""Record each Host's planner transport for governance visibility."""
+
+from __future__ import annotations
+
+from alembic import op
+import sqlalchemy as sa
+
+
+revision = "0006_host_planner_transport"
+down_revision = "0005_cloud_token_usage"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column(
+        "host_registrations",
+        sa.Column("planner_transport", sa.String(), nullable=False, server_default="direct"),
+    )
+
+
+def downgrade() -> None:
+    op.drop_column("host_registrations", "planner_transport")
diff --git a/packages/cloud-platform/cloud/pool.py b/packages/cloud-platform/cloud/pool.py
index 54aaabd..dfac7c4 100644
--- a/packages/cloud-platform/cloud/pool.py
+++ b/packages/cloud-platform/cloud/pool.py
@@ -34,6 +34,7 @@ class HostRegistration:
     host_id: str
     address: str | None
     last_seen_at: datetime
+    planner_transport: Literal["direct", "cloud"] = "direct"
 
 
 @dataclass(frozen=True)
@@ -61,6 +62,7 @@ class DevicePool:
         snapshot: list[Device],
         *,
         address: str | None = None,
+        planner_transport: Literal["direct", "cloud"] = "direct",
         allow_device_takeover: bool = False,
     ) -> None:
         """Push a host's current device snapshot into the pool.
@@ -70,7 +72,12 @@ class DevicePool:
         other hosts are untouched.
         """
         now = utc_now()
-        self.store.upsert_host(host_id, address=address, last_seen_at=now)
+        self.store.upsert_host(
+            host_id,
+            address=address,
+            last_seen_at=now,
+            planner_transport=planner_transport,
+        )
         devices = [self._to_pooled(device, host_id, now) for device in snapshot]
         if allow_device_takeover:
             self.store.replace_host_devices(
diff --git a/packages/cloud-platform/cloud/repository.py b/packages/cloud-platform/cloud/repository.py
index d62aab7..bcaf193 100644
--- a/packages/cloud-platform/cloud/repository.py
+++ b/packages/cloud-platform/cloud/repository.py
@@ -154,6 +154,7 @@ class CloudRepository(Protocol):
         *,
         address: str | None,
         last_seen_at: datetime,
+        planner_transport: Literal["direct", "cloud"] = "direct",
     ) -> None: ...
 
     def replace_host_devices(
diff --git a/packages/cloud-platform/cloud/schema.py b/packages/cloud-platform/cloud/schema.py
index a6f0914..2c6c3e2 100644
--- a/packages/cloud-platform/cloud/schema.py
+++ b/packages/cloud-platform/cloud/schema.py
@@ -9,7 +9,7 @@ from alembic.runtime.migration import MigrationContext
 from cloud.database import create_database_engine, normalize_database_url
 
 
-HEAD_REVISION = "0005_cloud_token_usage"
+HEAD_REVISION = "0006_host_planner_transport"
 
 
 class SchemaVersionError(RuntimeError):
diff --git a/packages/cloud-platform/cloud/sdk/api.py b/packages/cloud-platform/cloud/sdk/api.py
index 8078895..6e7d717 100644
--- a/packages/cloud-platform/cloud/sdk/api.py
+++ b/packages/cloud-platform/cloud/sdk/api.py
@@ -240,6 +240,7 @@ def create_cloud_router(
                 host_id=h.host_id,
                 address=h.address,
                 last_seen_at=h.last_seen_at.isoformat() if h.last_seen_at else "",
+                planner_transport=h.planner_transport,
             )
             for h in pool.list_hosts()
         ]
diff --git a/packages/cloud-platform/cloud/sdk/models.py b/packages/cloud-platform/cloud/sdk/models.py
index e98612a..e7e16bd 100644
--- a/packages/cloud-platform/cloud/sdk/models.py
+++ b/packages/cloud-platform/cloud/sdk/models.py
@@ -86,6 +86,7 @@ class HostResponse(BaseModel):
     host_id: str
     address: str | None = None
     last_seen_at: str
+    planner_transport: Literal["direct", "cloud"] = "direct"
 
 
 class PluginRegistrationRequest(BaseModel):
diff --git a/packages/cloud-platform/cloud/sql_repository.py b/packages/cloud-platform/cloud/sql_repository.py
index be739cd..875bb0f 100644
--- a/packages/cloud-platform/cloud/sql_repository.py
+++ b/packages/cloud-platform/cloud/sql_repository.py
@@ -266,6 +266,7 @@ class SQLAlchemyCloudRepository:
         *,
         address: str | None,
         last_seen_at: datetime,
+        planner_transport: str = "direct",
     ) -> None:
         with self._sessions.begin() as session:
             row = session.get(HostRow, host_id)
@@ -275,12 +276,14 @@ class SQLAlchemyCloudRepository:
                         host_id=host_id,
                         address=address,
                         last_seen_at=_iso(last_seen_at),
+                        planner_transport=planner_transport,
                     )
                 )
                 return
             if address is not None:
                 row.address = address
             row.last_seen_at = _iso(last_seen_at)
+            row.planner_transport = planner_transport
 
     def replace_host_devices(
         self,
@@ -1419,6 +1422,9 @@ def _host_from_row(row: HostRow) -> Any:
         host_id=row.host_id,
         address=row.address,
         last_seen_at=_parse_dt(row.last_seen_at) or utc_now(),
+        planner_transport=(
+            row.planner_transport if row.planner_transport in {"direct", "cloud"} else "direct"
+        ),
     )
 
 
diff --git a/tests/test_host_agent_internal_api.py b/tests/test_host_agent_internal_api.py
index 6ce2ce0..77a413a 100644
--- a/tests/test_host_agent_internal_api.py
+++ b/tests/test_host_agent_internal_api.py
@@ -91,6 +91,19 @@ def test_authenticated_heartbeat_replaces_complete_snapshot(tmp_path) -> None:
     }
 
 
+def test_heartbeat_records_host_planner_transport(tmp_path) -> None:
+    client, pool = _build_client(tmp_path)
+
+    response = client.put(
+        "/internal/v1/hosts/host-a/heartbeat",
+        headers={"Authorization": "Bearer token-a"},
+        json={**_heartbeat_payload("host-a", "device-a"), "planner_transport": "cloud"},
+    )
+
+    assert response.status_code == 200
+    assert pool.store.get_host("host-a").planner_transport == "cloud"  # type: ignore[union-attr]
+
+
 def test_empty_heartbeat_removes_only_reporting_hosts_devices(tmp_path) -> None:
     client, pool = _build_client(tmp_path)
     client.put(