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Administer CAAB

Audience: CAAB administrators and partner administrators
Prerequisite: An authenticated CAAB Admin account
Last updated: August 1, 2026

This guide walks through the recommended configuration order: partner, subject, capability, auth profile, permission boundary, then runtime verification. Complete the steps in order because each object references the one before it.

Before you start

Collect these inputs
  • Partner name, administrative owner, and tenant notes.
  • Each subject's email, username, and role: partner administrator or runtime member.
  • An OpenAPI 3 document or a public HTTPS URL that returns one; alternatively, a public HTTPS Streamable HTTP MCP endpoint to register.
  • The minimum upstream credential permitted to call the selected operations.
  • A reviewed list of operations and response fields the subject requires.

CAAB Admin authenticates requests with a Cognito token. Browser API calls send the ID token when available and fall back to the access token in an Authorization: Bearer <token> header.

1. Provision a partner and subjects

Create the partner record first. CAAB asks Crittora's User Identity Service to create the partner and uses the returned organization ID; it does not manufacture an organization ID locally. The partner is the ownership boundary for imported APIs, users, policies, auth profiles, branding, experience configuration, metering, and billing.

  1. Open Partners, create the organization, and confirm the generated partner record.

  2. Add a user with a unique username and email. Use partner administrator only for users who must change tenant configuration; use runtime member for end users and agents.

  3. For a legacy portal subject, CAAB preserves the existing subject credential bundle used by v1 policy crypto. An external OIDC subject is a credential-free CAAB record; v2 policy crypto uses the CAAB environment service identity instead.

  4. Generate or rotate the subject's MCP URL when the runtime connection is needed. Treat the URL as a credential and distribute it through a secure channel.

2. Import and review an API capability

From CAAB APIs, import an OpenAPI document as JSON or from a public HTTPS source. Preview before saving. CAAB resolves local schema references and converts the document into a common data model containing base URL, authentication metadata, parameters, request and response schemas, and operations.

ReviewExpected result
Capability identityThe import creates a partner-scoped capability ID. Re-importing creates a distinct ID rather than silently sharing a catalog.
Base URLThe server URL points to the intended environment and uses HTTPS.
Operation listEach operation has the correct method, normalized path, summary, schemas, and unique permission ID.
Detected OAuthAuthorization URL, token URL, scopes, and flow match the provider. Override specification security only after explicit review.
Remote sourceOnly public HTTPS destinations are accepted. CAAB applies DNS and address checks to reduce server-side request forgery risk.

Deleting an imported API removes the partner catalog entry. Review dependent boundaries and auth profiles before deletion so subjects do not retain references to a capability that no longer exists.

3. Configure an auth profile

An auth profile separates the authority decision from the secret used to execute it. Give profiles environment-specific names such as production-readonly or sandbox, and rotate their secret material without changing permission IDs.

ModeUse it forConfiguration
Static / nonePublic upstream endpointsSet the profile mode to static with static_type none; CAAB injects no upstream credential.
Static API key / bearer / headersVendor keys or fixed service credentialsChoose header or query placement and store the value as profile secret material.
OAuth 2 client credentialsMachine-to-machine accessToken URL, client authentication method, client ID/secret, scopes, audience, and resource.
OAuth 2 authorization code + PKCEAn administrator-authorized upstream connectionAuthorization and token URLs, redirect URI, client settings, scopes, and PKCE callback.
Per-user OAuth authorization codeCalling the vendor as the authenticated CAAB subjectProvider connection plus a completed OAuth grant for each runtime user.
OAuth 2 token exchangeExchanging the authenticated subject token for an upstream tokenToken URL, client settings, scopes, audience, resource, and token source.

4. Assign a least-privilege permission boundary

Select one subject, one or more partner capabilities, and only the operations required for the subject's job. Each API policy must reference an existing auth profile. CAAB rejects unknown permission IDs and deduplicates the allowlist before compiling the policy.

1{
2  "capability_id": "acme-orders-a1b2c3d4",
3  "allowed_permission_ids": [
4    "acme-orders-a1b2c3d4:get:/orders/{orderId}",
5    "acme-orders-a1b2c3d4:post:/orders/{orderId}/refund"
6  ],
7  "auth_profile_ref": "auth-profile:acme-orders-a1b2c3d4:production",
8  "response_redactions": {
9    "acme-orders-a1b2c3d4:get:/orders/{orderId}": [
10      { "path": "/customer/email", "mode": "mask", "keep_last": 4 },
11      { "path": "/payment/card_token", "mode": "remove" }
12    ]
13  }
14}

Response rules use JSON Pointer paths. remove deletes a field. mask replaces its value while optionally preserving the final characters. Use /* to apply the next path segment to every member of an array. Rules may only target operations already present in allowed_permission_ids.

You can also apply signed parameter constraints to REST path, query, header, and body values or to MCP tool arguments. Author rules through the boundary workflow; CAAB embeds their normalized effective form in the signed operation snapshot. At call time, schema validation and parameter constraints run before CAAB loads an auth-profile secret or makes a downstream request. Constraint denials are value-free audit decisions, not permission-boundary bypasses.

Task reference

TaskOperator action
OpenAPI import and activationPreview the OpenAPI document, review base URL, OAuth detection, added or removed permission IDs, then activate the reviewed revision only after dependent boundaries are updated.
Auth profile modesChoose none, static header or bearer, OAuth client credentials, OAuth authorization code with PKCE, per-user OAuth, or token exchange according to the upstream security model.
Per-user OAuth lifecycleStart the user's OAuth connection, verify provider status, rotate or reconnect when grants expire, and revoke the grant before removing access.
Response redactionUse JSON Pointer remove and mask rules only for operations in the allowlist; test array wildcards and default sensitive-field redaction with an allowed invocation.
Policy inspection and revocationInspect version, hash, expiry, revocation state, encrypted-present status, and assigned permission IDs before updating or revoking a boundary.
MCP audit and diagnosticsUse MCP Audit for request history and duration, Usage and Metering for counters, and Diagnostics for inactive binding, OIDC, policy, quota, or persistence warnings.
Billing and tenant experienceReview billing, branding, communications, and experience profile together so user-facing MCP URLs and notifications match the active tenant configuration.

5. Verify, monitor, and maintain

Post-change verification
  • Confirm the boundary is active and the compiled policy reports an encrypted artifact and policy hash.
  • Connect as the subject and verify that tool discovery shows only the expected operations.
  • Invoke one allowed operation and confirm authentication, response redaction, and audit records.
  • Attempt a non-allowed operation and confirm that it is absent or denied.
  • Review MCP Audit for request status and duration, Usage for counters, and Diagnostics for persistence or configuration warnings.

Update a boundary whenever responsibilities change. Revoke or expire policy before removing a subject. Use the supported lifecycle so legacy credential bundles or external identity mappings are cleaned up according to their identity mode.

Next: understand the runtime decision path, policy protection, and audit model

Crittora CAAB

Govern which operations an AI agent, user, or API client can invoke, with signed policy integrity and runtime enforcement.

Least privilege
Runtime enforced
Auditable

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