@agenticmail/enterprise 0.5.327 → 0.5.328

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (866) hide show
  1. package/dist/dashboard/app.js +1 -1
  2. package/logs/cloudflared-error.log +6 -0
  3. package/logs/enterprise-out.log +1 -0
  4. package/package.json +1 -1
  5. package/src/admin/page-registry.ts +0 -290
  6. package/src/admin/routes.ts +0 -2968
  7. package/src/agent-tools/common.ts +0 -260
  8. package/src/agent-tools/index.ts +0 -542
  9. package/src/agent-tools/merge.ts +0 -62
  10. package/src/agent-tools/middleware.ts +0 -436
  11. package/src/agent-tools/schema/typebox.ts +0 -25
  12. package/src/agent-tools/security.ts +0 -352
  13. package/src/agent-tools/tool-resolver.ts +0 -1018
  14. package/src/agent-tools/tools/agenticmail.ts +0 -1017
  15. package/src/agent-tools/tools/bash.ts +0 -179
  16. package/src/agent-tools/tools/browser-tool.schema.ts +0 -112
  17. package/src/agent-tools/tools/browser-tool.ts +0 -388
  18. package/src/agent-tools/tools/browser.ts +0 -764
  19. package/src/agent-tools/tools/edit.ts +0 -100
  20. package/src/agent-tools/tools/enterprise-code-sandbox.ts +0 -395
  21. package/src/agent-tools/tools/enterprise-database.ts +0 -377
  22. package/src/agent-tools/tools/enterprise-diff.ts +0 -580
  23. package/src/agent-tools/tools/enterprise-documents.ts +0 -896
  24. package/src/agent-tools/tools/enterprise-http.ts +0 -485
  25. package/src/agent-tools/tools/enterprise-security-scan.ts +0 -528
  26. package/src/agent-tools/tools/enterprise-spreadsheet.ts +0 -825
  27. package/src/agent-tools/tools/glob.ts +0 -129
  28. package/src/agent-tools/tools/google/calendar.ts +0 -230
  29. package/src/agent-tools/tools/google/chat.ts +0 -725
  30. package/src/agent-tools/tools/google/contacts.ts +0 -209
  31. package/src/agent-tools/tools/google/docs.ts +0 -162
  32. package/src/agent-tools/tools/google/drive.ts +0 -392
  33. package/src/agent-tools/tools/google/forms.ts +0 -367
  34. package/src/agent-tools/tools/google/gmail.ts +0 -897
  35. package/src/agent-tools/tools/google/index.ts +0 -86
  36. package/src/agent-tools/tools/google/maps.ts +0 -543
  37. package/src/agent-tools/tools/google/meeting-voice.ts +0 -885
  38. package/src/agent-tools/tools/google/meetings.ts +0 -1094
  39. package/src/agent-tools/tools/google/sheets.ts +0 -215
  40. package/src/agent-tools/tools/google/slides.ts +0 -559
  41. package/src/agent-tools/tools/google/tasks.ts +0 -200
  42. package/src/agent-tools/tools/grep.ts +0 -178
  43. package/src/agent-tools/tools/integrations/_factory.ts +0 -102
  44. package/src/agent-tools/tools/integrations/activecampaign.ts +0 -14
  45. package/src/agent-tools/tools/integrations/adobe-sign.ts +0 -14
  46. package/src/agent-tools/tools/integrations/adp.ts +0 -14
  47. package/src/agent-tools/tools/integrations/airtable.ts +0 -14
  48. package/src/agent-tools/tools/integrations/apollo.ts +0 -14
  49. package/src/agent-tools/tools/integrations/asana.ts +0 -14
  50. package/src/agent-tools/tools/integrations/auth0.ts +0 -14
  51. package/src/agent-tools/tools/integrations/aws.ts +0 -14
  52. package/src/agent-tools/tools/integrations/azure-devops.ts +0 -14
  53. package/src/agent-tools/tools/integrations/bamboohr.ts +0 -14
  54. package/src/agent-tools/tools/integrations/basecamp.ts +0 -14
  55. package/src/agent-tools/tools/integrations/bigcommerce.ts +0 -14
  56. package/src/agent-tools/tools/integrations/bitbucket.ts +0 -14
  57. package/src/agent-tools/tools/integrations/box.ts +0 -14
  58. package/src/agent-tools/tools/integrations/brex.ts +0 -14
  59. package/src/agent-tools/tools/integrations/buffer.ts +0 -14
  60. package/src/agent-tools/tools/integrations/calendly.ts +0 -14
  61. package/src/agent-tools/tools/integrations/canva.ts +0 -14
  62. package/src/agent-tools/tools/integrations/chargebee.ts +0 -14
  63. package/src/agent-tools/tools/integrations/circleci.ts +0 -14
  64. package/src/agent-tools/tools/integrations/clickup.ts +0 -14
  65. package/src/agent-tools/tools/integrations/close.ts +0 -14
  66. package/src/agent-tools/tools/integrations/cloudflare.ts +0 -14
  67. package/src/agent-tools/tools/integrations/confluence.ts +0 -14
  68. package/src/agent-tools/tools/integrations/contentful.ts +0 -14
  69. package/src/agent-tools/tools/integrations/copper.ts +0 -14
  70. package/src/agent-tools/tools/integrations/crisp.ts +0 -14
  71. package/src/agent-tools/tools/integrations/crowdstrike.ts +0 -14
  72. package/src/agent-tools/tools/integrations/datadog.ts +0 -14
  73. package/src/agent-tools/tools/integrations/digitalocean.ts +0 -14
  74. package/src/agent-tools/tools/integrations/discord.ts +0 -14
  75. package/src/agent-tools/tools/integrations/docker.ts +0 -14
  76. package/src/agent-tools/tools/integrations/docusign.ts +0 -14
  77. package/src/agent-tools/tools/integrations/drift.ts +0 -14
  78. package/src/agent-tools/tools/integrations/dropbox.ts +0 -14
  79. package/src/agent-tools/tools/integrations/figma.ts +0 -14
  80. package/src/agent-tools/tools/integrations/firebase.ts +0 -14
  81. package/src/agent-tools/tools/integrations/flyio.ts +0 -14
  82. package/src/agent-tools/tools/integrations/freshbooks.ts +0 -14
  83. package/src/agent-tools/tools/integrations/freshdesk.ts +0 -14
  84. package/src/agent-tools/tools/integrations/freshsales.ts +0 -14
  85. package/src/agent-tools/tools/integrations/freshservice.ts +0 -14
  86. package/src/agent-tools/tools/integrations/front.ts +0 -14
  87. package/src/agent-tools/tools/integrations/github-actions.ts +0 -14
  88. package/src/agent-tools/tools/integrations/github.ts +0 -14
  89. package/src/agent-tools/tools/integrations/gitlab.ts +0 -14
  90. package/src/agent-tools/tools/integrations/gong.ts +0 -14
  91. package/src/agent-tools/tools/integrations/google-ads.ts +0 -14
  92. package/src/agent-tools/tools/integrations/google-analytics.ts +0 -14
  93. package/src/agent-tools/tools/integrations/google-cloud.ts +0 -14
  94. package/src/agent-tools/tools/integrations/gotomeeting.ts +0 -14
  95. package/src/agent-tools/tools/integrations/grafana.ts +0 -14
  96. package/src/agent-tools/tools/integrations/greenhouse.ts +0 -14
  97. package/src/agent-tools/tools/integrations/gusto.ts +0 -14
  98. package/src/agent-tools/tools/integrations/hashicorp-vault.ts +0 -14
  99. package/src/agent-tools/tools/integrations/heroku.ts +0 -14
  100. package/src/agent-tools/tools/integrations/hibob.ts +0 -14
  101. package/src/agent-tools/tools/integrations/hootsuite.ts +0 -14
  102. package/src/agent-tools/tools/integrations/hubspot.ts +0 -14
  103. package/src/agent-tools/tools/integrations/huggingface.ts +0 -14
  104. package/src/agent-tools/tools/integrations/index.ts +0 -474
  105. package/src/agent-tools/tools/integrations/intercom.ts +0 -14
  106. package/src/agent-tools/tools/integrations/jira.ts +0 -14
  107. package/src/agent-tools/tools/integrations/klaviyo.ts +0 -14
  108. package/src/agent-tools/tools/integrations/kubernetes.ts +0 -14
  109. package/src/agent-tools/tools/integrations/lattice.ts +0 -14
  110. package/src/agent-tools/tools/integrations/launchdarkly.ts +0 -14
  111. package/src/agent-tools/tools/integrations/lever.ts +0 -14
  112. package/src/agent-tools/tools/integrations/linear.ts +0 -14
  113. package/src/agent-tools/tools/integrations/linkedin.ts +0 -14
  114. package/src/agent-tools/tools/integrations/livechat.ts +0 -14
  115. package/src/agent-tools/tools/integrations/loom.ts +0 -14
  116. package/src/agent-tools/tools/integrations/mailchimp.ts +0 -14
  117. package/src/agent-tools/tools/integrations/mailgun.ts +0 -14
  118. package/src/agent-tools/tools/integrations/miro.ts +0 -14
  119. package/src/agent-tools/tools/integrations/mixpanel.ts +0 -14
  120. package/src/agent-tools/tools/integrations/monday.ts +0 -14
  121. package/src/agent-tools/tools/integrations/mongodb-atlas.ts +0 -14
  122. package/src/agent-tools/tools/integrations/neon.ts +0 -14
  123. package/src/agent-tools/tools/integrations/netlify.ts +0 -14
  124. package/src/agent-tools/tools/integrations/netsuite.ts +0 -14
  125. package/src/agent-tools/tools/integrations/newrelic.ts +0 -14
  126. package/src/agent-tools/tools/integrations/notion.ts +0 -14
  127. package/src/agent-tools/tools/integrations/okta.ts +0 -14
  128. package/src/agent-tools/tools/integrations/openai.ts +0 -14
  129. package/src/agent-tools/tools/integrations/opsgenie.ts +0 -14
  130. package/src/agent-tools/tools/integrations/outreach.ts +0 -14
  131. package/src/agent-tools/tools/integrations/paddle.ts +0 -14
  132. package/src/agent-tools/tools/integrations/pagerduty.ts +0 -14
  133. package/src/agent-tools/tools/integrations/pandadoc.ts +0 -14
  134. package/src/agent-tools/tools/integrations/paypal.ts +0 -14
  135. package/src/agent-tools/tools/integrations/personio.ts +0 -14
  136. package/src/agent-tools/tools/integrations/pinecone.ts +0 -14
  137. package/src/agent-tools/tools/integrations/pipedrive.ts +0 -14
  138. package/src/agent-tools/tools/integrations/plaid.ts +0 -14
  139. package/src/agent-tools/tools/integrations/postmark.ts +0 -14
  140. package/src/agent-tools/tools/integrations/power-automate.ts +0 -14
  141. package/src/agent-tools/tools/integrations/quickbooks.ts +0 -14
  142. package/src/agent-tools/tools/integrations/recurly.ts +0 -14
  143. package/src/agent-tools/tools/integrations/reddit.ts +0 -14
  144. package/src/agent-tools/tools/integrations/render.ts +0 -14
  145. package/src/agent-tools/tools/integrations/ringcentral.ts +0 -14
  146. package/src/agent-tools/tools/integrations/rippling.ts +0 -14
  147. package/src/agent-tools/tools/integrations/salesforce.ts +0 -14
  148. package/src/agent-tools/tools/integrations/salesloft.ts +0 -14
  149. package/src/agent-tools/tools/integrations/sanity.ts +0 -14
  150. package/src/agent-tools/tools/integrations/sap.ts +0 -14
  151. package/src/agent-tools/tools/integrations/segment.ts +0 -14
  152. package/src/agent-tools/tools/integrations/sendgrid.ts +0 -14
  153. package/src/agent-tools/tools/integrations/sentry.ts +0 -14
  154. package/src/agent-tools/tools/integrations/servicenow.ts +0 -14
  155. package/src/agent-tools/tools/integrations/shopify.ts +0 -14
  156. package/src/agent-tools/tools/integrations/shortcut.ts +0 -14
  157. package/src/agent-tools/tools/integrations/slack.ts +0 -14
  158. package/src/agent-tools/tools/integrations/smartsheet.ts +0 -14
  159. package/src/agent-tools/tools/integrations/snowflake.ts +0 -14
  160. package/src/agent-tools/tools/integrations/snyk.ts +0 -14
  161. package/src/agent-tools/tools/integrations/splunk.ts +0 -14
  162. package/src/agent-tools/tools/integrations/square.ts +0 -14
  163. package/src/agent-tools/tools/integrations/statuspage.ts +0 -14
  164. package/src/agent-tools/tools/integrations/stripe.ts +0 -14
  165. package/src/agent-tools/tools/integrations/supabase.ts +0 -14
  166. package/src/agent-tools/tools/integrations/teamwork.ts +0 -14
  167. package/src/agent-tools/tools/integrations/telegram.ts +0 -14
  168. package/src/agent-tools/tools/integrations/terraform.ts +0 -14
  169. package/src/agent-tools/tools/integrations/todoist.ts +0 -14
  170. package/src/agent-tools/tools/integrations/trello.ts +0 -14
  171. package/src/agent-tools/tools/integrations/twilio.ts +0 -14
  172. package/src/agent-tools/tools/integrations/twitter.ts +0 -14
  173. package/src/agent-tools/tools/integrations/vercel.ts +0 -14
  174. package/src/agent-tools/tools/integrations/weaviate.ts +0 -14
  175. package/src/agent-tools/tools/integrations/webex.ts +0 -14
  176. package/src/agent-tools/tools/integrations/webflow.ts +0 -14
  177. package/src/agent-tools/tools/integrations/whatsapp.ts +0 -14
  178. package/src/agent-tools/tools/integrations/whereby.ts +0 -14
  179. package/src/agent-tools/tools/integrations/woocommerce.ts +0 -14
  180. package/src/agent-tools/tools/integrations/wordpress.ts +0 -14
  181. package/src/agent-tools/tools/integrations/workday.ts +0 -14
  182. package/src/agent-tools/tools/integrations/wrike.ts +0 -14
  183. package/src/agent-tools/tools/integrations/xero.ts +0 -14
  184. package/src/agent-tools/tools/integrations/youtube.ts +0 -14
  185. package/src/agent-tools/tools/integrations/zendesk.ts +0 -14
  186. package/src/agent-tools/tools/integrations/zoho-crm.ts +0 -14
  187. package/src/agent-tools/tools/integrations/zoom.ts +0 -14
  188. package/src/agent-tools/tools/integrations/zuora.ts +0 -14
  189. package/src/agent-tools/tools/knowledge-search.ts +0 -318
  190. package/src/agent-tools/tools/local/coding.ts +0 -626
  191. package/src/agent-tools/tools/local/dependency-manager.ts +0 -647
  192. package/src/agent-tools/tools/local/file-edit.ts +0 -31
  193. package/src/agent-tools/tools/local/file-list.ts +0 -39
  194. package/src/agent-tools/tools/local/file-ops.ts +0 -48
  195. package/src/agent-tools/tools/local/file-read.ts +0 -39
  196. package/src/agent-tools/tools/local/file-search.ts +0 -46
  197. package/src/agent-tools/tools/local/file-write.ts +0 -28
  198. package/src/agent-tools/tools/local/filesystem.ts +0 -5
  199. package/src/agent-tools/tools/local/index.ts +0 -55
  200. package/src/agent-tools/tools/local/resolve-path.ts +0 -18
  201. package/src/agent-tools/tools/local/shell.ts +0 -277
  202. package/src/agent-tools/tools/local/system-info.ts +0 -29
  203. package/src/agent-tools/tools/management.ts +0 -425
  204. package/src/agent-tools/tools/mcp-bridge.ts +0 -142
  205. package/src/agent-tools/tools/mcp-server-tools.ts +0 -91
  206. package/src/agent-tools/tools/meeting-lifecycle.ts +0 -438
  207. package/src/agent-tools/tools/memory.ts +0 -509
  208. package/src/agent-tools/tools/messaging/index.ts +0 -6
  209. package/src/agent-tools/tools/messaging/telegram.ts +0 -167
  210. package/src/agent-tools/tools/messaging/whatsapp.ts +0 -651
  211. package/src/agent-tools/tools/microsoft/contacts.ts +0 -176
  212. package/src/agent-tools/tools/microsoft/excel-vba.ts +0 -331
  213. package/src/agent-tools/tools/microsoft/excel.ts +0 -261
  214. package/src/agent-tools/tools/microsoft/graph-api.ts +0 -161
  215. package/src/agent-tools/tools/microsoft/index.ts +0 -95
  216. package/src/agent-tools/tools/microsoft/onedrive.ts +0 -429
  217. package/src/agent-tools/tools/microsoft/onenote.ts +0 -186
  218. package/src/agent-tools/tools/microsoft/outlook-calendar.ts +0 -286
  219. package/src/agent-tools/tools/microsoft/outlook-mail.ts +0 -723
  220. package/src/agent-tools/tools/microsoft/planner.ts +0 -200
  221. package/src/agent-tools/tools/microsoft/powerbi.ts +0 -266
  222. package/src/agent-tools/tools/microsoft/powerpoint.ts +0 -186
  223. package/src/agent-tools/tools/microsoft/sharepoint.ts +0 -328
  224. package/src/agent-tools/tools/microsoft/teams.ts +0 -463
  225. package/src/agent-tools/tools/microsoft/todo.ts +0 -181
  226. package/src/agent-tools/tools/oauth-token-provider.ts +0 -101
  227. package/src/agent-tools/tools/read.ts +0 -160
  228. package/src/agent-tools/tools/visual-memory/capture.ts +0 -217
  229. package/src/agent-tools/tools/visual-memory/diff.ts +0 -283
  230. package/src/agent-tools/tools/visual-memory/index.ts +0 -698
  231. package/src/agent-tools/tools/visual-memory/phash.ts +0 -120
  232. package/src/agent-tools/tools/visual-memory/similarity.ts +0 -354
  233. package/src/agent-tools/tools/visual-memory/storage.ts +0 -534
  234. package/src/agent-tools/tools/visual-memory/types.ts +0 -100
  235. package/src/agent-tools/tools/web-fetch-utils.ts +0 -202
  236. package/src/agent-tools/tools/web-fetch.ts +0 -464
  237. package/src/agent-tools/tools/web-search.ts +0 -480
  238. package/src/agent-tools/tools/web-shared.ts +0 -232
  239. package/src/agent-tools/tools/write.ts +0 -68
  240. package/src/agent-tools/types.ts +0 -214
  241. package/src/agenticmail/index.ts +0 -34
  242. package/src/agenticmail/manager.ts +0 -253
  243. package/src/agenticmail/providers/google.ts +0 -391
  244. package/src/agenticmail/providers/imap.ts +0 -454
  245. package/src/agenticmail/providers/index.ts +0 -28
  246. package/src/agenticmail/providers/microsoft.ts +0 -260
  247. package/src/agenticmail/types.ts +0 -173
  248. package/src/auth/routes.ts +0 -1589
  249. package/src/browser/bridge-auth-registry.ts +0 -34
  250. package/src/browser/bridge-server.ts +0 -93
  251. package/src/browser/cdp.helpers.ts +0 -180
  252. package/src/browser/cdp.ts +0 -466
  253. package/src/browser/chrome.executables.ts +0 -625
  254. package/src/browser/chrome.profile-decoration.ts +0 -198
  255. package/src/browser/chrome.ts +0 -349
  256. package/src/browser/client-actions-core.ts +0 -259
  257. package/src/browser/client-actions-observe.ts +0 -184
  258. package/src/browser/client-actions-state.ts +0 -284
  259. package/src/browser/client-actions-types.ts +0 -16
  260. package/src/browser/client-actions-url.ts +0 -11
  261. package/src/browser/client-actions.ts +0 -4
  262. package/src/browser/client-fetch.ts +0 -253
  263. package/src/browser/client.ts +0 -337
  264. package/src/browser/config.ts +0 -301
  265. package/src/browser/constants.ts +0 -8
  266. package/src/browser/control-auth.ts +0 -94
  267. package/src/browser/control-service.ts +0 -81
  268. package/src/browser/csrf.ts +0 -87
  269. package/src/browser/enterprise-compat.ts +0 -562
  270. package/src/browser/extension-relay.ts +0 -834
  271. package/src/browser/http-auth.ts +0 -63
  272. package/src/browser/navigation-guard.ts +0 -50
  273. package/src/browser/paths.ts +0 -49
  274. package/src/browser/playwright.d.ts +0 -12
  275. package/src/browser/profiles-service.ts +0 -187
  276. package/src/browser/profiles.ts +0 -114
  277. package/src/browser/proxy-files.ts +0 -41
  278. package/src/browser/pw-ai-module.ts +0 -52
  279. package/src/browser/pw-ai-state.ts +0 -9
  280. package/src/browser/pw-ai.ts +0 -65
  281. package/src/browser/pw-role-snapshot.ts +0 -434
  282. package/src/browser/pw-session.ts +0 -810
  283. package/src/browser/pw-tools-core.activity.ts +0 -68
  284. package/src/browser/pw-tools-core.downloads.ts +0 -281
  285. package/src/browser/pw-tools-core.interactions.ts +0 -646
  286. package/src/browser/pw-tools-core.responses.ts +0 -124
  287. package/src/browser/pw-tools-core.shared.ts +0 -70
  288. package/src/browser/pw-tools-core.snapshot.ts +0 -213
  289. package/src/browser/pw-tools-core.state.ts +0 -209
  290. package/src/browser/pw-tools-core.storage.ts +0 -128
  291. package/src/browser/pw-tools-core.trace.ts +0 -37
  292. package/src/browser/pw-tools-core.ts +0 -8
  293. package/src/browser/resolved-config-refresh.ts +0 -59
  294. package/src/browser/routes/agent.act.shared.ts +0 -52
  295. package/src/browser/routes/agent.act.ts +0 -575
  296. package/src/browser/routes/agent.debug.ts +0 -149
  297. package/src/browser/routes/agent.shared.ts +0 -143
  298. package/src/browser/routes/agent.snapshot.ts +0 -333
  299. package/src/browser/routes/agent.storage.ts +0 -451
  300. package/src/browser/routes/agent.ts +0 -13
  301. package/src/browser/routes/basic.ts +0 -202
  302. package/src/browser/routes/dispatcher.ts +0 -126
  303. package/src/browser/routes/index.ts +0 -11
  304. package/src/browser/routes/path-output.ts +0 -1
  305. package/src/browser/routes/tabs.ts +0 -217
  306. package/src/browser/routes/types.ts +0 -26
  307. package/src/browser/routes/utils.ts +0 -73
  308. package/src/browser/screenshot.ts +0 -54
  309. package/src/browser/server-context.ts +0 -688
  310. package/src/browser/server-context.types.ts +0 -65
  311. package/src/browser/server-lifecycle.ts +0 -48
  312. package/src/browser/server-middleware.ts +0 -37
  313. package/src/browser/server.ts +0 -110
  314. package/src/browser/target-id.ts +0 -30
  315. package/src/browser/trash.ts +0 -21
  316. package/src/cli-agent.ts +0 -2452
  317. package/src/cli-reset-password.ts +0 -138
  318. package/src/cli-serve.ts +0 -314
  319. package/src/cli.ts +0 -103
  320. package/src/dashboard/HELP-TOOLTIPS-GUIDE.md +0 -45
  321. package/src/dashboard/app.js +0 -579
  322. package/src/dashboard/assets/brand-logos.js +0 -350
  323. package/src/dashboard/assets/icons/emoji-icons.js +0 -893
  324. package/src/dashboard/assets/logo.png +0 -0
  325. package/src/dashboard/assets/provider-logos.js +0 -139
  326. package/src/dashboard/components/error-boundary.js +0 -21
  327. package/src/dashboard/components/help-button.js +0 -65
  328. package/src/dashboard/components/icons.js +0 -64
  329. package/src/dashboard/components/knowledge-link.js +0 -79
  330. package/src/dashboard/components/modal.js +0 -125
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- <!DOCTYPE html><html lang="en"><head><meta charset="UTF-8"><meta name="viewport" content="width=device-width, initial-scale=1.0">
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- <title>Database Access — AgenticMail Enterprise</title>
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- <link rel="stylesheet" href="/docs/docs-style.css">
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- <script>document.documentElement.setAttribute('data-theme', localStorage.getItem('em_theme') || 'dark');</script>
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- </head><body>
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- <a href="javascript:history.back()" class="back">← Back to Dashboard</a>
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- <h1>Database Access</h1>
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- <p style="color:var(--text-muted);margin-bottom:24px">Connect your agents to external databases with granular permissions, query limits, and full audit logging.</p>
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-
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- <div class="toc">
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- <h3>Table of Contents</h3>
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- <ul>
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- <li><a href="#overview">Overview</a></li>
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- <li><a href="#how-it-works">How It Works</a></li>
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- <li><a href="#key-concepts">Key Concepts</a></li>
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- <li><a href="#connections">Connections Tab</a></li>
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- <li><a href="#supported-databases">Supported Databases</a></li>
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- <li><a href="#agent-access">Agent Access Tab</a></li>
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- <li><a href="#permissions">Permission Model</a></li>
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- <li><a href="#query-limits">Query Limits &amp; Safety</a></li>
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- <li><a href="#audit-log">Audit Log Tab</a></li>
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- <li><a href="#configuration">Configuration &amp; Setup</a></li>
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- <li><a href="#best-practices">Best Practices</a></li>
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- <li><a href="#troubleshooting">Troubleshooting</a></li>
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- <li><a href="#related">Related Pages</a></li>
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- </ul>
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- </div>
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-
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- <h2 id="overview">Overview</h2>
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- <div class="card">
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- <p><strong>For everyone:</strong> The Database Access page lets you connect your AI agents to your databases (PostgreSQL, MySQL, MongoDB, Redis, and more). Instead of giving agents raw database credentials, you create managed connections with specific permissions — like giving an agent read-only access to your products table but blocking access to the users_secrets table. Every query the agent runs is logged.</p>
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- <p><strong>For technical users:</strong> This module manages database connection pooling, per-agent RBAC with operation-level granularity (read/write/delete/schema/execute), row-level query limits, table-level blocklists, optional human-in-the-loop approval for mutations, and a full SQL audit log. Credentials are encrypted in the Vault. The engine exposes <code>/database/connections</code>, <code>/database/agents/:id/connections</code>, and <code>/database/audit</code> endpoints.</p>
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- </div>
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-
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- <h2 id="how-it-works">How It Works</h2>
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- <ol>
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- <li><strong>Add a connection</strong> — configure host, port, credentials, or paste a connection string. The connection is tested before saving.</li>
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- <li><strong>Grant agent access</strong> — select an agent and assign permissions (read, write, delete, schema, execute) with query limits.</li>
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- <li><strong>Agents query databases</strong> — agents use their granted connections with enforced permissions and limits.</li>
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- <li><strong>Everything is logged</strong> — every query, its result, latency, and status appear in the audit log.</li>
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- </ol>
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-
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- <h2 id="key-concepts">Key Concepts</h2>
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-
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- <h3>Three Tabs</h3>
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- <table>
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- <thead><tr><th>Tab</th><th>Purpose</th></tr></thead>
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- <tbody>
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- <tr><td><strong>Connections</strong></td><td>Manage database connections — add, test, edit, delete, and grant access.</td></tr>
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- <tr><td><strong>Agent Access</strong></td><td>View which agents have access to which databases, with what permissions. Revoke access.</td></tr>
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- <tr><td><strong>Audit Log</strong></td><td>Full query log with filters for agent, operation, status, and text search.</td></tr>
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- </tbody>
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- </table>
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-
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- <h3>Connection Status</h3>
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- <table>
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- <thead><tr><th>Status</th><th>Meaning</th></tr></thead>
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- <tbody>
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- <tr><td><span class="badge badge-easy">active</span></td><td>Connection is healthy and available.</td></tr>
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- <tr><td><span class="badge">inactive</span></td><td>Connection is configured but not yet tested/activated.</td></tr>
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- <tr><td><span class="badge badge-advanced">error</span></td><td>Last connection attempt failed. Check error message.</td></tr>
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- </tbody>
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- </table>
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-
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- <h2 id="connections">Connections Tab</h2>
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- <p>Displays all database connections as cards showing type, name, host/port/database, status, and last error (if any).</p>
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-
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- <h3>Adding a Connection</h3>
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- <ol>
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- <li>Click <strong>"+ Add Connection"</strong></li>
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- <li><strong>Step 1: Choose database type</strong> — select from the visual picker (organized by category).</li>
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- <li><strong>Step 2: Enter connection details</strong> — either paste a full connection string or fill in individual fields (host, port, database, username, password).</li>
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- <li><strong>Test Connection</strong> — validates connectivity and shows latency.</li>
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- <li><strong>Add Connection</strong> — saves the connection (auto-tests first if not already tested).</li>
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- </ol>
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-
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- <div class="tip">
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- <strong>Tip:</strong> You can paste a full connection string (e.g., <code>postgresql://user:pass@host:5432/db</code>) or fill in individual fields — whichever is easier. The connection string takes precedence if provided.
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- </div>
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-
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- <h3>Connection Card Actions</h3>
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- <ul>
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- <li><strong>Test</strong> — verify the connection is reachable and measure latency.</li>
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- <li><strong>Grant Access</strong> — open the grant modal to give an agent access.</li>
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- <li><strong>Edit</strong> — modify connection name, host, port, database, or SSL settings.</li>
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- <li><strong>Delete</strong> — remove the connection and all associated agent access grants.</li>
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- </ul>
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-
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- <h2 id="supported-databases">Supported Databases</h2>
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-
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- <h3>Relational (SQL)</h3>
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- <table>
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- <thead><tr><th>Database</th><th>Value</th></tr></thead>
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- <tbody>
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- <tr><td>PostgreSQL</td><td><code>postgresql</code></td></tr>
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- <tr><td>MySQL</td><td><code>mysql</code></td></tr>
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- <tr><td>MariaDB</td><td><code>mariadb</code></td></tr>
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- <tr><td>Microsoft SQL Server</td><td><code>mssql</code></td></tr>
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- <tr><td>Oracle</td><td><code>oracle</code></td></tr>
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- <tr><td>SQLite</td><td><code>sqlite</code></td></tr>
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- </tbody>
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- </table>
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-
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- <h3>Cloud-Native SQL</h3>
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- <table>
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- <thead><tr><th>Database</th><th>Value</th></tr></thead>
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- <tbody>
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- <tr><td>Supabase</td><td><code>supabase</code></td></tr>
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- <tr><td>Neon</td><td><code>neon</code></td></tr>
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- <tr><td>PlanetScale</td><td><code>planetscale</code></td></tr>
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- <tr><td>CockroachDB</td><td><code>cockroachdb</code></td></tr>
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- <tr><td>Turso / LibSQL</td><td><code>turso</code></td></tr>
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- </tbody>
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- </table>
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- <h3>NoSQL / Key-Value</h3>
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- <table>
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- <thead><tr><th>Database</th><th>Value</th></tr></thead>
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- <tbody>
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- <tr><td>MongoDB</td><td><code>mongodb</code></td></tr>
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- <tr><td>Redis</td><td><code>redis</code></td></tr>
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- <tr><td>Upstash Redis</td><td><code>upstash</code></td></tr>
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- <tr><td>AWS DynamoDB</td><td><code>dynamodb</code></td></tr>
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- </tbody>
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- </table>
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- <h2 id="agent-access">Agent Access Tab</h2>
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- <p>Shows a card for each agent that has database access. Each card lists:</p>
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- <ul>
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- <li>Agent name and avatar</li>
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- <li>Number of databases the agent can access</li>
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- <li>For each database: connection name, type icon, and permission badges</li>
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- <li><strong>Revoke button</strong> — immediately removes access for that agent on that database</li>
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- </ul>
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-
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- <h2 id="permissions">Permission Model</h2>
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- <p>When granting an agent access to a database, you select which operations they can perform:</p>
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-
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- <table>
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- <thead><tr><th>Permission</th><th>Operations</th><th>Color</th><th>Risk Level</th></tr></thead>
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- <tbody>
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- <tr><td><strong>Read</strong></td><td>SELECT queries</td><td>Green</td><td>Low</td></tr>
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- <tr><td><strong>Write</strong></td><td>INSERT / UPDATE</td><td>Orange</td><td>Medium</td></tr>
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- <tr><td><strong>Delete</strong></td><td>DELETE rows</td><td>Red</td><td>High</td></tr>
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- <tr><td><strong>Schema</strong></td><td>DDL operations (CREATE TABLE, ALTER, DROP)</td><td>Blue</td><td>Very High</td></tr>
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- <tr><td><strong>Execute</strong></td><td>Stored procedures and functions</td><td>Gray</td><td>Varies</td></tr>
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- </tbody>
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- </table>
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-
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- <div class="warning">
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- <strong>Warning:</strong> Grant "schema" and "delete" permissions sparingly. An agent with schema access can alter or drop tables. An agent with delete access can remove data.
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- </div>
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- <h2 id="query-limits">Query Limits &amp; Safety</h2>
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- <p>Each agent access grant includes configurable safety limits:</p>
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-
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- <table>
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- <thead><tr><th>Limit</th><th>Default</th><th>Description</th></tr></thead>
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- <tbody>
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- <tr><td><strong>Max Read Rows</strong></td><td>10,000</td><td>Maximum rows returned by SELECT queries</td></tr>
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- <tr><td><strong>Max Write Rows</strong></td><td>1,000</td><td>Maximum rows affected by INSERT/UPDATE</td></tr>
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- <tr><td><strong>Max Delete Rows</strong></td><td>100</td><td>Maximum rows affected by DELETE</td></tr>
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- </tbody>
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- </table>
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-
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- <h3>Additional Safety Options</h3>
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- <ul>
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- <li><strong>Blocked Tables</strong> — comma-separated list of tables the agent cannot access (e.g., <code>users_secrets, payment_tokens</code>).</li>
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- <li><strong>Log ALL queries</strong> — by default, only writes/deletes are logged. Enable this to also log read queries.</li>
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- <li><strong>Require human approval</strong> — write and delete operations must be approved by a human before executing.</li>
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- </ul>
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-
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- <div class="tip">
174
- <strong>Tip:</strong> For production databases, always enable "Log ALL queries" and set conservative row limits. Start with read-only access and expand only as needed.
175
- </div>
176
-
177
- <h2 id="audit-log">Audit Log Tab</h2>
178
- <p>Every database query executed by an agent is logged with full details:</p>
179
-
180
- <table>
181
- <thead><tr><th>Column</th><th>Description</th></tr></thead>
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- <tbody>
183
- <tr><td><strong>Time</strong></td><td>When the query was executed</td></tr>
184
- <tr><td><strong>Agent</strong></td><td>Which agent ran the query</td></tr>
185
- <tr><td><strong>Database</strong></td><td>Which connection was used</td></tr>
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- <tr><td><strong>Operation</strong></td><td>read, write, delete, schema, or execute</td></tr>
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- <tr><td><strong>Query</strong></td><td>The SQL query (truncated in table, full in detail view)</td></tr>
188
- <tr><td><strong>Rows</strong></td><td>Number of rows affected</td></tr>
189
- <tr><td><strong>Latency</strong></td><td>Execution time in milliseconds</td></tr>
190
- <tr><td><strong>Status</strong></td><td>OK or FAIL</td></tr>
191
- </tbody>
192
- </table>
193
-
194
- <h3>Filtering</h3>
195
- <ul>
196
- <li><strong>Search</strong> — full-text search across queries, agents, databases, and errors.</li>
197
- <li><strong>Operation filter</strong> — filter by read, write, delete, schema, or execute.</li>
198
- <li><strong>Status filter</strong> — show only successful or failed queries.</li>
199
- <li><strong>Agent filter</strong> — filter by specific agent (auto-populated from log data).</li>
200
- </ul>
201
-
202
- <h3>Expanded Detail</h3>
203
- <p>Click any row to expand and see:</p>
204
- <ul>
205
- <li>Full SQL query (formatted, scrollable)</li>
206
- <li>Agent ID and Connection ID</li>
207
- <li>Exact rows affected and execution time</li>
208
- <li>IP address</li>
209
- <li>Error message (for failed queries)</li>
210
- </ul>
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-
212
- <h2 id="configuration">Configuration &amp; Setup</h2>
213
-
214
- <h3>API Endpoints</h3>
215
- <table>
216
- <thead><tr><th>Method</th><th>Endpoint</th><th>Description</th></tr></thead>
217
- <tbody>
218
- <tr><td>GET</td><td><code>/database/connections</code></td><td>List all connections</td></tr>
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- <tr><td>POST</td><td><code>/database/connections</code></td><td>Create a new connection</td></tr>
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- <tr><td>PUT</td><td><code>/database/connections/:id</code></td><td>Update a connection</td></tr>
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- <tr><td>DELETE</td><td><code>/database/connections/:id</code></td><td>Delete a connection (and all grants)</td></tr>
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- <tr><td>POST</td><td><code>/database/connections/:id/test</code></td><td>Test an existing connection</td></tr>
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- <tr><td>POST</td><td><code>/database/connections/test</code></td><td>Test connection params before saving</td></tr>
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- <tr><td>POST</td><td><code>/database/connections/:id/agents</code></td><td>Grant agent access to a connection</td></tr>
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- <tr><td>DELETE</td><td><code>/database/connections/:id/agents/:agentId</code></td><td>Revoke agent access</td></tr>
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- <tr><td>GET</td><td><code>/database/agents/:id/connections</code></td><td>List connections an agent can access</td></tr>
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- <tr><td>GET</td><td><code>/database/audit?limit=</code></td><td>Query audit log</td></tr>
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- </tbody>
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- </table>
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-
231
- <h3>Grant Access Request</h3>
232
- <pre><code>POST /database/connections/:id/agents
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- {
234
- "agentId": "agent-123",
235
- "permissions": ["read", "write"],
236
- "queryLimits": {
237
- "maxRowsRead": 10000,
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- "maxRowsWrite": 1000,
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- "maxRowsDelete": 100
240
- },
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- "schemaAccess": {
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- "blockedTables": ["users_secrets", "payment_tokens"]
243
- },
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- "logAllQueries": true,
245
- "requireApproval": false
246
- }</code></pre>
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-
248
- <h3>Connection Create Request</h3>
249
- <pre><code>// Using connection string
250
- POST /database/connections
251
- {
252
- "type": "postgresql",
253
- "name": "Production DB",
254
- "connectionString": "postgresql://user:pass@host:5432/mydb",
255
- "description": "Main production database"
256
- }
257
-
258
- // Using individual fields
259
- POST /database/connections
260
- {
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- "type": "mysql",
262
- "name": "Analytics DB",
263
- "host": "analytics.example.com",
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- "port": 3306,
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- "database": "analytics",
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- "username": "reader",
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- "password": "...",
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- "ssl": true,
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- "description": "Read-only analytics database"
270
- }</code></pre>
271
-
272
- <h2 id="best-practices">Best Practices</h2>
273
- <div class="card">
274
- <ul>
275
- <li><strong>Principle of least privilege</strong> — start with read-only access and expand only when necessary.</li>
276
- <li><strong>Block sensitive tables</strong> — always add tables containing credentials, tokens, or PII to the blocked tables list.</li>
277
- <li><strong>Enable full logging for production</strong> — log all queries (including reads) on production databases.</li>
278
- <li><strong>Set conservative row limits</strong> — prevent agents from accidentally dumping entire tables. 10,000 read rows is a good default.</li>
279
- <li><strong>Use connection strings</strong> — they're less error-prone than filling in individual fields.</li>
280
- <li><strong>Enable SSL</strong> — always use SSL/TLS for remote database connections.</li>
281
- <li><strong>Test before saving</strong> — always test connections before adding them. The UI does this automatically.</li>
282
- <li><strong>Require approval for mutations</strong> — enable "Require human approval for write/delete" for critical production databases.</li>
283
- <li><strong>Review audit logs regularly</strong> — check for unexpected queries, failed attempts, and unusual access patterns.</li>
284
- <li><strong>Use dedicated database users</strong> — create a specific database user for AgenticMail with only the necessary privileges.</li>
285
- </ul>
286
- </div>
287
-
288
- <h2 id="troubleshooting">Troubleshooting</h2>
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-
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- <div class="card">
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- <h3>Connection test fails</h3>
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- <p>Verify: host/port are correct, database exists, credentials are valid, firewall allows the connection, and SSL setting matches the server. Check the error message for details — common issues are "ECONNREFUSED" (wrong host/port) and "authentication failed."</p>
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-
294
- <h3>Agent can't query the database</h3>
295
- <p>Check the Agent Access tab to verify the agent has been granted access with the correct permissions. Ensure the operation type (read/write/delete) matches the agent's granted permissions.</p>
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-
297
- <h3>"Max rows exceeded" error</h3>
298
- <p>The agent's query returned more rows than the configured limit. Either increase the limit in the grant settings or have the agent add a LIMIT clause to their queries.</p>
299
-
300
- <h3>Blocked table error</h3>
301
- <p>The agent tried to access a table in the blocked list. If this is intentional, remove the table from the blockedTables list in the grant settings.</p>
302
-
303
- <h3>Audit log shows failed queries</h3>
304
- <p>Click the failed entry to expand details and see the error message. Common causes: permission denied (operation not granted), syntax errors, table not found, or connection timeout.</p>
305
-
306
- <h3>Connection shows "error" status</h3>
307
- <p>The last connection attempt failed. Click "Test" to retry and see the specific error. Common fixes: restart the database server, check network connectivity, or update credentials if they've been rotated.</p>
308
- </div>
309
-
310
- <h2 id="related">Related Pages</h2>
311
- <div class="nav">
312
- <a href="/docs/vault.html">Vault</a> — Database credentials are encrypted in the Vault.
313
- <a href="/docs/users.html">Users</a> — Control who can manage database connections.
314
- <a href="/docs/dlp.html">DLP</a> — DLP rules can detect database credentials in agent outputs.
315
- <a href="/docs/compliance.html">Compliance</a> — Database audit logs inform compliance reports.
316
- </div>
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-
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- <div style="margin-top:40px;padding-top:16px;border-top:1px solid var(--border);display:flex;justify-content:space-between;align-items:center;font-size:12px;color:var(--text-muted)">
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- <span>AgenticMail Enterprise Documentation</span>
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- <a href="https://github.com/agenticmail/enterprise/issues" target="_blank" style="display:inline-flex;align-items:center;gap:4px;color:var(--text-muted);text-decoration:none"><svg width="14" height="14" viewBox="0 0 24 24" fill="currentColor"><path d="M12 0C5.37 0 0 5.37 0 12c0 5.31 3.435 9.795 8.205 11.385.6.105.825-.255.825-.57 0-.285-.015-1.23-.015-2.235-3.015.555-3.795-.735-4.035-1.41-.135-.345-.72-1.41-1.23-1.695-.42-.225-1.02-.78-.015-.795.945-.015 1.62.87 1.845 1.23 1.08 1.815 2.805 1.305 3.495.99.105-.78.42-1.305.765-1.605-2.67-.3-5.46-1.335-5.46-5.925 0-1.305.465-2.385 1.23-3.225-.12-.3-.54-1.53.12-3.18 0 0 1.005-.315 3.3 1.23.96-.27 1.98-.405 3-.405s2.04.135 3 .405c2.295-1.56 3.3-1.23 3.3-1.23.66 1.65.24 2.88.12 3.18.765.84 1.23 1.905 1.23 3.225 0 4.605-2.805 5.625-5.475 5.925.435.375.81 1.095.81 2.22 0 1.605-.015 2.895-.015 3.3 0 .315.225.69.825.57A12.02 12.02 0 0024 12c0-6.63-5.37-12-12-12z"/></svg> Report an issue</a>
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- </div>
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- </body></html>
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- <!DOCTYPE html><html lang="en"><head><meta charset="UTF-8"><meta name="viewport" content="width=device-width, initial-scale=1.0">
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- <title>Data Loss Prevention — AgenticMail Enterprise</title>
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- <link rel="stylesheet" href="/docs/docs-style.css">
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- <script>document.documentElement.setAttribute('data-theme', localStorage.getItem('em_theme') || 'dark');</script>
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- </head><body>
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- <a href="javascript:history.back()" class="back">← Back to Dashboard</a>
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- <h1>Data Loss Prevention (DLP)</h1>
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- <p style="color:var(--text-muted);margin-bottom:24px">Prevent agents from accidentally leaking sensitive data like API keys, passwords, credit card numbers, or personal information.</p>
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-
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- <div class="toc">
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- <h3>Table of Contents</h3>
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- <ul>
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- <li><a href="#overview">Overview</a></li>
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- <li><a href="#how-it-works">How It Works</a></li>
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- <li><a href="#key-concepts">Key Concepts</a></li>
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- <li><a href="#rules">Creating &amp; Editing Rules</a></li>
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- <li><a href="#rule-packs">Enterprise Rule Packs</a></li>
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- <li><a href="#violations">Violation Tracking</a></li>
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- <li><a href="#testing">Testing Rules</a></li>
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- <li><a href="#configuration">Configuration &amp; Setup</a></li>
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- <li><a href="#best-practices">Best Practices</a></li>
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- <li><a href="#troubleshooting">Troubleshooting</a></li>
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- <li><a href="#related">Related Pages</a></li>
24
- </ul>
25
- </div>
26
-
27
- <h2 id="overview">Overview</h2>
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- <div class="card">
29
- <p><strong>For everyone:</strong> DLP is like a security guard that watches everything your AI agents send and receive. If an agent accidentally tries to include a password, credit card number, or API key in an email or output, DLP catches it and blocks, redacts, or logs it — before any damage is done.</p>
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- <p><strong>For technical users:</strong> The DLP system applies pattern-matching rules (regex, keyword, or PII type detectors) to agent inputs and outputs. Rules are evaluated in real-time with configurable actions (block, redact, warn, log) and severity levels. All matches are recorded as violations in an audit-ready log. The engine exposes <code>/dlp/rules</code>, <code>/dlp/violations</code>, and <code>/dlp/scan</code> endpoints.</p>
31
- </div>
32
-
33
- <h2 id="how-it-works">How It Works</h2>
34
- <ol>
35
- <li><strong>Define rules</strong> — create patterns that identify sensitive data (regex, keywords, or built-in PII types).</li>
36
- <li><strong>Content is scanned</strong> — as agents process emails and tool outputs, content is checked against all active rules.</li>
37
- <li><strong>Action is taken</strong> — when a match is found, the configured action fires: block, redact, warn, or log.</li>
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- <li><strong>Violation is recorded</strong> — every detection is logged with the agent, tool, direction, match context, and action taken.</li>
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- </ol>
40
-
41
- <h2 id="key-concepts">Key Concepts</h2>
42
-
43
- <h3>Pattern Types</h3>
44
- <table>
45
- <thead><tr><th>Type</th><th>Description</th><th>Example</th></tr></thead>
46
- <tbody>
47
- <tr><td><strong>Regex</strong></td><td>Regular expression pattern matching</td><td><code>sk-[a-zA-Z0-9]{48}</code> (OpenAI key)</td></tr>
48
- <tr><td><strong>Keyword</strong></td><td>Simple text matching</td><td><code>password</code>, <code>secret_key</code></td></tr>
49
- <tr><td><strong>PII Type</strong></td><td>Built-in detectors for common PII</td><td><code>email</code>, <code>ssn</code>, <code>credit_card</code></td></tr>
50
- </tbody>
51
- </table>
52
-
53
- <h3>Built-in PII Types</h3>
54
- <div class="card">
55
- <ul>
56
- <li><code>email</code> — Email addresses</li>
57
- <li><code>ssn</code> — US Social Security Numbers</li>
58
- <li><code>credit_card</code> — Credit/debit card numbers (Visa, Mastercard, Amex, etc.)</li>
59
- <li><code>phone</code> — Phone numbers (various formats)</li>
60
- <li><code>api_key</code> — Generic API key patterns</li>
61
- <li><code>aws_key</code> — AWS access key IDs (AKIA...)</li>
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- </ul>
63
- </div>
64
-
65
- <h3>Actions</h3>
66
- <table>
67
- <thead><tr><th>Action</th><th>Behavior</th><th>Use When</th></tr></thead>
68
- <tbody>
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- <tr><td><span class="badge badge-advanced">Block</span></td><td>Prevents the content from being sent/processed entirely</td><td>Critical secrets, credentials, highly sensitive PII</td></tr>
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- <tr><td><span class="badge badge-medium">Redact</span></td><td>Replaces the matched content with [REDACTED] and allows the rest through</td><td>Semi-sensitive data where the message itself is important</td></tr>
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- <tr><td><span class="badge badge-easy">Warn</span></td><td>Allows the content but flags it with a warning</td><td>Potentially sensitive content that may be legitimate</td></tr>
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- <tr><td><span class="badge">Log</span></td><td>Silently records the match without any intervention</td><td>Monitoring and baseline measurement</td></tr>
73
- </tbody>
74
- </table>
75
-
76
- <h3>Severity Levels</h3>
77
- <table>
78
- <thead><tr><th>Severity</th><th>Color</th><th>Typical Use</th></tr></thead>
79
- <tbody>
80
- <tr><td><strong>Critical</strong></td><td>Red</td><td>Production database passwords, master API keys, encryption keys</td></tr>
81
- <tr><td><strong>High</strong></td><td>Orange</td><td>API keys, access tokens, credit card numbers</td></tr>
82
- <tr><td><strong>Medium</strong></td><td>Blue</td><td>Email addresses, phone numbers, internal URLs</td></tr>
83
- <tr><td><strong>Low</strong></td><td>Gray</td><td>Names, general keywords, non-critical metadata</td></tr>
84
- </tbody>
85
- </table>
86
-
87
- <h2 id="rules">Creating &amp; Editing Rules</h2>
88
- <p>Click <strong>"Add Rule"</strong> to create a new DLP rule. Click any rule row to <strong>view its details</strong> in a modal, or use the pencil icon to <strong>edit</strong> an existing rule. Fill in:</p>
89
- <ul>
90
- <li><strong>Name</strong> — descriptive identifier (e.g., "Block OpenAI API Keys")</li>
91
- <li><strong>Pattern Type</strong> — regex, keyword, or pii_type</li>
92
- <li><strong>Pattern</strong> — the actual pattern or PII type name</li>
93
- <li><strong>Action</strong> — block, redact, warn, or log</li>
94
- <li><strong>Severity</strong> — critical, high, medium, or low</li>
95
- <li><strong>Applies To</strong> — inbound, outbound, or both</li>
96
- <li><strong>Enabled</strong> — toggle rules on/off without deleting them</li>
97
- </ul>
98
-
99
- <div class="tip">
100
- <strong>Organization Scoping:</strong> Use the <strong>org switcher</strong> in the page header to view and manage DLP rules per organization. Rules are scoped — each organization has its own set.
101
- </div>
102
-
103
- <div class="tip">
104
- <strong>Tip:</strong> Start with "log" action to measure how often a pattern matches before switching to "block" or "redact." This avoids disrupting agent workflows with false positives.
105
- </div>
106
-
107
- <h3>Example Rules</h3>
108
- <pre><code>// Block AWS access keys
109
- Name: "Block AWS Keys"
110
- Type: regex
111
- Pattern: AKIA[0-9A-Z]{16}
112
- Action: block
113
- Severity: critical
114
-
115
- // Redact credit card numbers
116
- Name: "Redact Credit Cards"
117
- Type: pii_type
118
- Pattern: credit_card
119
- Action: redact
120
- Severity: high
121
-
122
- // Log email address mentions
123
- Name: "Log Email Mentions"
124
- Type: pii_type
125
- Pattern: email
126
- Action: log
127
- Severity: medium</code></pre>
128
-
129
- <h2 id="rule-packs">Enterprise Rule Packs</h2>
130
- <p>The <strong>Rule Packs</strong> tab provides pre-built enterprise-grade rule sets that can be applied to any organization with one click. Rules are instantly active — no restart needed.</p>
131
-
132
- <h3>Available Packs</h3>
133
- <table>
134
- <thead><tr><th>Pack</th><th>Rules</th><th>Description</th></tr></thead>
135
- <tbody>
136
- <tr><td><strong>PII Protection</strong></td><td>10</td><td>Email, SSN, credit card, phone, passport, DOB, driver license, tax ID, IBAN, IP addresses</td></tr>
137
- <tr><td><strong>Credentials &amp; Secrets</strong></td><td>14</td><td>API keys, AWS/GitHub/Slack/Stripe/Google/OpenAI tokens, private keys, passwords, DB connection strings, JWTs</td></tr>
138
- <tr><td><strong>Financial Data</strong></td><td>5</td><td>Bank accounts, routing numbers, SWIFT codes, salary data, tax returns</td></tr>
139
- <tr><td><strong>Healthcare / HIPAA</strong></td><td>5</td><td>Medical records, insurance IDs, ICD/CPT codes, prescriptions, DEA numbers</td></tr>
140
- <tr><td><strong>GDPR / EU Compliance</strong></td><td>4</td><td>EU national IDs, DSAR keywords, consent withdrawal, cross-border transfer markers</td></tr>
141
- <tr><td><strong>Intellectual Property</strong></td><td>4</td><td>Confidentiality markers, source code blocks, patent references, internal URLs</td></tr>
142
- <tr><td><strong>Agent Safety</strong></td><td>5</td><td>Prompt injection (ignore instructions, role override, system prompt extraction), base64 payloads, shell injection</td></tr>
143
- </tbody>
144
- </table>
145
-
146
- <h3>Applying Packs</h3>
147
- <ol>
148
- <li>Go to the <strong>Rule Packs</strong> tab</li>
149
- <li>Select one or more packs (or "Select All")</li>
150
- <li>Optionally check <strong>"Overwrite existing rules with same name"</strong> to update rules you've previously applied</li>
151
- <li>Click <strong>"Apply Selected Packs"</strong></li>
152
- </ol>
153
-
154
- <div class="tip">
155
- <strong>Tip:</strong> Click the expand arrow on any pack to preview all its rules before applying. Rules that already exist (same name) are skipped by default unless overwrite is enabled.
156
- </div>
157
-
158
- <h3>API Endpoints</h3>
159
- <table>
160
- <thead><tr><th>Method</th><th>Endpoint</th><th>Description</th></tr></thead>
161
- <tbody>
162
- <tr><td>GET</td><td><code>/dlp/rule-packs</code></td><td>List available rule packs with metadata</td></tr>
163
- <tr><td>GET</td><td><code>/dlp/rule-packs/:id</code></td><td>Get pack details including all rule definitions</td></tr>
164
- <tr><td>POST</td><td><code>/dlp/rule-packs/apply</code></td><td>Apply packs to an org: <code>{ orgId, packIds[], overwrite? }</code></td></tr>
165
- <tr><td>POST</td><td><code>/dlp/reload</code></td><td>Hot-reload all rules from database</td></tr>
166
- </tbody>
167
- </table>
168
-
169
- <h2 id="violations">Violation Tracking</h2>
170
- <p>The <strong>Violations</strong> tab shows every DLP match across all agents. Each violation record includes:</p>
171
- <table>
172
- <thead><tr><th>Field</th><th>Description</th></tr></thead>
173
- <tbody>
174
- <tr><td><strong>Time</strong></td><td>When the violation was detected</td></tr>
175
- <tr><td><strong>Agent</strong></td><td>Which agent triggered the match</td></tr>
176
- <tr><td><strong>Tool</strong></td><td>The tool or channel that contained the content (e.g., email send, web fetch)</td></tr>
177
- <tr><td><strong>Action</strong></td><td>What action was taken (blocked, redacted, warned, logged)</td></tr>
178
- <tr><td><strong>Direction</strong></td><td>Whether the content was inbound or outbound</td></tr>
179
- <tr><td><strong>Match</strong></td><td>Context around the matched pattern</td></tr>
180
- </tbody>
181
- </table>
182
-
183
- <div class="warning">
184
- <strong>Warning:</strong> Violations are limited to the most recent 100 entries in the UI. For full audit history, use the Compliance reporting feature or query the API directly.
185
- </div>
186
-
187
- <h2 id="testing">Testing Rules</h2>
188
- <p>The <strong>Test</strong> tab lets you validate rules against sample content before deploying them:</p>
189
- <ol>
190
- <li>Switch to the "Test" tab</li>
191
- <li>Paste sample content into the text area</li>
192
- <li>Click "Run Scan"</li>
193
- <li>Review results — shows which rules matched and how many times</li>
194
- </ol>
195
-
196
- <div class="tip">
197
- <strong>Tip:</strong> Test with realistic data samples before deploying new rules. Include both positive cases (should match) and negative cases (should NOT match) to verify accuracy and avoid false positives.
198
- </div>
199
-
200
- <h2 id="configuration">Configuration &amp; Setup</h2>
201
-
202
- <h3>API Endpoints</h3>
203
- <table>
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- <thead><tr><th>Method</th><th>Endpoint</th><th>Description</th></tr></thead>
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- <tbody>
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- <tr><td>GET</td><td><code>/dlp/rules?orgId=</code></td><td>List all DLP rules</td></tr>
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- <tr><td>POST</td><td><code>/dlp/rules</code></td><td>Create a new rule</td></tr>
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- <tr><td>PUT</td><td><code>/dlp/rules/:id</code></td><td>Update an existing rule</td></tr>
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- <tr><td>DELETE</td><td><code>/dlp/rules/:id</code></td><td>Delete a rule</td></tr>
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- <tr><td>GET</td><td><code>/dlp/violations?orgId=&amp;limit=</code></td><td>List violations</td></tr>
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- <tr><td>POST</td><td><code>/dlp/scan</code></td><td>Test content against all active rules</td></tr>
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- </tbody>
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- </table>
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-
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- <h3>Rule Schema</h3>
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- <pre><code>{
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- "name": "Block API Keys",
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- "orgId": "org-123",
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- "patternType": "regex", // "regex" | "keyword" | "pii_type"
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- "pattern": "sk-[a-zA-Z0-9]{48}",
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- "action": "block", // "block" | "redact" | "warn" | "log"
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- "appliesTo": "both", // "inbound" | "outbound" | "both"
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- "severity": "high", // "critical" | "high" | "medium" | "low"
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- "enabled": true
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- }</code></pre>
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-
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- <h2 id="best-practices">Best Practices</h2>
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- <div class="card">
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- <ul>
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- <li><strong>Start with logging</strong> — deploy rules in "log" mode first to understand match frequency before blocking.</li>
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- <li><strong>Layer your rules</strong> — combine PII type detectors (broad) with regex rules (specific) for comprehensive coverage.</li>
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- <li><strong>Test before deploying</strong> — always use the Test tab with realistic content to verify patterns.</li>
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- <li><strong>Monitor violations regularly</strong> — review the Violations tab weekly to identify trends and false positives.</li>
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- <li><strong>Use severity appropriately</strong> — reserve "critical" for production credentials; overusing it causes alert fatigue.</li>
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- <li><strong>Cover both directions</strong> — set <code>appliesTo: "both"</code> unless you have a specific reason to scan only inbound or outbound.</li>
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- <li><strong>Keep patterns specific</strong> — overly broad regex patterns generate false positives. <code>sk-[a-zA-Z0-9]{48}</code> is better than <code>sk-.*</code>.</li>
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- <li><strong>Combine with Vault</strong> — store credentials in the Vault rather than relying solely on DLP to catch leaks.</li>
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- </ul>
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- </div>
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-
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- <h2 id="troubleshooting">Troubleshooting</h2>
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-
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- <div class="card">
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- <h3>Rule not matching expected content</h3>
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- <p>Use the Test tab to debug. Common issues: regex missing anchors, case sensitivity, or PII type not covering the exact format. Try your regex at <a href="https://regex101.com">regex101.com</a> first.</p>
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-
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- <h3>Too many false positives</h3>
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- <p>Make your patterns more specific. For example, use <code>\b\d{4}[- ]?\d{4}[- ]?\d{4}[- ]?\d{4}\b</code> for credit cards instead of just <code>\d{16}</code>. Consider switching to "warn" or "log" action while tuning.</p>
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-
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- <h3>Violations not appearing</h3>
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- <p>Check that the rule is enabled and that <code>orgId</code> matches. Violations are scoped per organization. Also verify the <code>appliesTo</code> field matches the direction of the content.</p>
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-
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- <h3>Agent blocked but content seems safe</h3>
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- <p>This is a false positive. Review the violation's match context, adjust the rule pattern, and consider switching to "warn" action. You can delete and recreate the rule with a refined pattern.</p>
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- </div>
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-
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- <h2 id="related">Related Pages</h2>
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- <div class="nav">
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- <a href="/docs/vault.html">Vault</a> — Store credentials securely so agents don't need to handle raw secrets.
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- <a href="/docs/compliance.html">Compliance</a> — Generate reports that include DLP violation summaries.
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- <a href="/docs/users.html">Users</a> — Manage who can create and edit DLP rules.
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- </div>
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- <div style="margin-top:40px;padding-top:16px;border-top:1px solid var(--border);display:flex;justify-content:space-between;align-items:center;font-size:12px;color:var(--text-muted)">
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- <span>AgenticMail Enterprise Documentation</span>
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