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Identity & API Security Track 7 · AI & Agents
0/166 lessons read
AI & AGENTS · LESSON 13

Cheat sheet & pop quiz

Here is the whole track on one page: one idea per lesson, a checklist for shipping day and five scenarios to test yourself.

Twelve ideas that secure an agent

#If you remember nothing else…
1Every tool call has two principals: the human it runs for and the agent that made it. A scope says what KIND of action. FGA says WHICH one. A scope is a hard limit; a prompt is only a request. An MCP server accepts only tokens issued for it and never passes a token on.
2Roles ask "what is this person?" ReBAC and FGA ask "may this person touch this thing?" Each fact is one tuple (user, relation, object). Each decision is one Check, made at use time.
3Retrieval ranks by similarity and is blind to permissions. Check every chunk for the human who asks, never the bot's service account, before the model reads. Change the retriever, keep the check.
4Reads run free. Writes wait for a human. CIBA pushes to a channel the agent cannot touch. A binding message shows what you approve. RAR (RFC 9396) gives policy and audit a machine-readable record.
5You cannot govern what you cannot see. The audit ledger IS the registry. Version stamps show library drift. The kill switch disables the agent's OAuth client. Absence is the signal.
6Your agent needs your calendar, not your password. OAuth delegation and a federated token vault keep the refresh token. The agent gets a short-lived, scoped token for each call and drops it.
7A copilot reads and acts as YOU, never with a master key (the confused deputy). Authorize the read, govern the act, and let delegation only narrow authority.
8The five controls fit together in one assistant you can trust. It sees only what you may. It acts only through the pipeline. It stops for you on spending. It hands on only less power.
9A model cannot tell data from commands. Assume it will be fooled. Put the controls outside it: least-privilege tools, human approval, output allow-lists. Never let retrieved text raise permissions.
10Notes are stored text that Kai trusts later. Save only what the user said, label the source and let notes expire. A tool that changed after you approved it needs a fresh review: pin a hash and re-approve on change.
11At every hop use token exchange (RFC 8693). The token keeps sub = the user, plus a growing act chain. Scope only shrinks down the chain.
12Record who (agent and human), what, why (approval reference), when and outcome in an append-only, hash-chained log. A quiet edit then breaks the chain.

Before you ship an agent, ask…

The questionWhere it is answered
Does it have its own identity, or does it hide behind a user's login?Governing MCP · Non-human identities
Does each MCP server accept only tokens issued for it, and never pass them on?Governing MCP
Does retrieval use the caller's permissions and filter before the model reads?Permission-aware RAG · FGA / ReBAC
Can a human veto actions that move money, on a channel the agent cannot touch?Human-in-the-loop (CIBA and RAR)
Can you see every agent, and switch them off, from one place?The agent registry and kill switch
Do third-party keys live in a vault, never in the agent's own database?Delegated third-party access
Does delegation only narrow authority, with an exchanged token and the agent named in the act claim?Token exchange (RFC 8693) · Agent-to-agent delegation
Is every call written to one audit ledger: user, agent, tool, verdict, version?The agent registry · Agent audit trails
Does the agent always run as the human, so it cannot be a confused deputy?A secure copilot, step by step
Are saved notes labeled with their source, and is a changed tool reviewed again?Poisoned memory and changing tools

Pop quiz: five questions

Q1 · Kai is answering a billing question for Maya. Kai needs to read her invoices through a billing tool. What token should Kai show, and how is it made?

Q2 · Priya's copilot gets the top-K chunks for "executive pay". The confidential board pack ranks first, but Priya may not see it. What stops the leak, and where?

Q3 · Kai wants to buy Maya a ₹500 add-on at 3 a.m. while she sleeps. How can she approve it without a code that can be phished and without a pop-up nobody watches?

Q4 · Zara needs one view of every AI agent, and a way to stop one at once. Where does the list come from? What does the kill switch disable? Why might a rogue agent be missing?

Q5 · Sam, a partner agent, wants to summarize Maya's calendar. How does it get in without her calendar password or a long-lived refresh token?

Track complete 🎉

You can now govern an agent from end to end. You can control its identity, what it reads, what it does and who approves. And you know how to switch it off. Next up is the day-to-day work that keeps this running: joiner-mover-leaver at machine speed, telemetry, and forgetting on request. Start with the Identity Operations intro.

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