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Next Steps

Signed in, workspace created, dashboard toured. Each step below builds on the last.


1. Protect your first MCP server​

Register an Application, drop the SDK into your server, and launch -- the core workflow that everything else plugs into.

GuideWhat you'll do
Protect an applicationStep-by-step dashboard walkthrough with screenshots (10 steps)
From zero to launchedCondensed version — the five-step flow in one page
Python SDK — protectCode-focused: mount_mcp, config, handler forms, class reference
Environment setupCopy-paste env var blocks for .env, bash, PowerShell, Docker, Kubernetes

2. Connect agents and services​

Once a server is protected, something needs to call it with a token:

Machine-to-machine (no user in the loop)​

A pipeline, cron job, or backend service acting as itself -- three credential types, simplest to strongest:

MethodGuide
Client secret (shared secret)Client secret
Private-key JWT (RFC 7523, no shared secret)Private-key JWT
Kubernetes / SPIFFE (zero stored credentials)Kubernetes / SPIFFE

All three start at Service Accounts in the dashboard. Decision guide: Connect agents and services.

On behalf of a user (ID-JAG delegation)​

A copilot or chatbot acting with a signed-in user's permissions -- the user consents once, an admin approves once, either can revoke at any time.

ID-JAG agents →

Starts at the Agents page in the dashboard.


3. Configure access control​

Fine-tune who can call what:

TaskWhere
Define scopes (the permission vocabulary)Application → Scopes tab (guide)
Map tools to scopes (deny by default)Application → Tools tab (guide)
Create roles and grant scopes to themApplication → Roles + Access tabs (guide)
Set a default role for new callersApplication → Access tab → role ⋮ menu → Make default

4. Wire identity infrastructure (when you need it)​

TaskDashboard section
Connect an OIDC / SAML identity providerCONFIGURE → Identity Providers (guide)
Import users from Active Directory / Entra IDCONFIGURE → Directory Sync
Push user provisioning via SCIM 2.0CONFIGURE → SCIM Connections
Register a SPIRE trust domain for workload identitySETTINGS → Trusted Issuers (guide)

5. Monitor​

WhatWhere
Auth events (logins, consent, token grants)MONITOR → Auth Logs
Administrative changes (role edits, scope changes)MONITOR → Audit Logs
M2M token activityMONITOR → M2M Logs
Per-application runtime status and driftApplication → Monitor tab (guide)

SDK reference​

LanguageGuide
PythonPython SDK (v4.7.0+)
GoGo SDK
TypeScriptTypeScript SDK

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