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Veritas Kanban Server - Security Guide

Overview

The Veritas Kanban server includes a flexible authentication and authorization system to protect API endpoints and WebSocket connections from unauthorized access.

Quick Start

Development (Localhost Bypass)

For local development, enable localhost bypass:

# .env
VERITAS_AUTH_ENABLED=true
VERITAS_AUTH_LOCALHOST_BYPASS=true

This allows unauthenticated requests from localhost/127.0.0.1 while still requiring auth for remote connections during development. In NODE_ENV=production, localhost bypass is not honored for HTTP or WebSocket auth, even if an old .env file still enables it.

Production

For production, configure API keys:

# .env
VERITAS_AUTH_ENABLED=true
VERITAS_AUTH_LOCALHOST_BYPASS=false
VERITAS_ADMIN_KEY=your-secure-admin-key
VERITAS_API_KEYS=agent1:key1:agent,dashboard:key2:read-only

Remote/Server Mode

Remote access must follow the v5 remote security posture in ADR 0002. In short: prefer one trusted origin for the web client, /api, and /ws; keep auth enabled; disable localhost bypass outside loopback; use HTTPS, VPN, or a trusted tunnel for browser/mobile sessions; and use exact origins instead of wildcard CORS.

Authentication Methods

Clients can authenticate using any of these methods:

1. Authorization Header (Recommended)

curl -H "Authorization: Bearer your-api-key" \
  http://localhost:3001/api/tasks

2. X-API-Key Header

curl -H "X-API-Key: your-api-key" \
  http://localhost:3001/api/tasks

3. Query Parameter (WebSocket)

const ws = new WebSocket('ws://localhost:3001/ws?api_key=your-api-key');

HTTP requests do not accept API keys in query strings. Use headers for HTTP and reserve the WebSocket api_key query fallback for clients that cannot send auth headers during the upgrade.

Roles and Permissions

v5 planning note: the current role model is intentionally small. The planned multi-user model expands this into workspace-scoped owner, admin, member, reviewer, read-only, and agent roles with scoped agent tokens. See v5 Identity, Workspace, and RBAC Model.

Role Read Write Admin Actions
admin
agent
read-only

Role Details

  • admin: Full access to all endpoints including sensitive operations
  • agent: Can read/write tasks, run agents, manage worktrees. Intended for AI agents like OpenClaw
  • read-only: Can perform read endpoints, including documented read-like POST checks. Suitable for dashboards and monitoring

Agent self-service routes are still permission-scoped. Read-like checks such as agent routing and permission checks require agent:read; approval requests require task:write; approval review, routing configuration, and permission elevation require admin:manage.

Worktree mutations are fail-closed around repository ownership. Creation records a credential-redacted repository fingerprint, exact base commit, unique path/branch, and ownership lease before running git worktree add. Active attempts lock rebase, integration, and cleanup. Cleanup inspects tracked changes, untracked files, commits not reachable from the remote base, merge reachability, and external process holds. An unavailable hold probe is treated as incomplete evidence, not a clean result. Overrideable findings require admin:manage plus an explicit actor-attributed reason in the durable manifest; active runs, unexpired attempt leases, branch mismatches, and manifest mismatches cannot be overridden. Integration resume revalidates path containment, registered-worktree identity, common Git directory, and credential-redacted remote identity before any push. Integration uses a detached temporary worktree and a non-force push, so the configured primary checkout is not mutated.

Repository-controlled execution is a separate trust boundary from worktree ownership. Before an executable provider launch, Veritas inventories recognized agent instructions, provider configuration, MCP servers, hooks, language-server settings, workflows, extensions, skills, and agent definitions. Executable configuration requires an explicit, actor-attributed decision for the exact workspace identity and inventory digest. Model-only instructions can run provisionally only under the enforced restricted profile. The inventory and decision are bound into the immutable launch manifest and rescanned before provider creation; drift fails closed. A repository-owned policy can only narrow trust. See Workspace Execution Trust.

v5 Auth Context

Authenticated REST requests and WebSocket connections now carry a shared auth context for the v5 RBAC migration:

Field Description
role Current compatibility role: admin, agent, read-only
userId Local fallback user ID until persisted users are enforced
workspaceId Local fallback workspace ID until workspace scoping lands
actorType user, agent, service, or localhost-bypass
authMethod disabled, session, api-key, device-session, or localhost-bypass
tokenName API key name when authenticated with a configured key
permissions Role-derived permission list used by new route guards

New v5 endpoints should prefer explicit permission guards over broad role checks. Legacy role guards remain supported while route coverage is migrated.

Browser password sessions are local-owner only in v5 GA. The server accepts the session cookie only on loopback requests with loopback Host/Origin/Referer metadata. A verified loopback owner session receives the narrow local-agent:run capability so the packaged desktop can start and control local agents; this does not enable unauthenticated localhost bypass, which remains disabled in production. Remote, server, PWA, and multi-user clients must authenticate with a trusted device session or scoped API token so active workspace membership, role, revocation, and downgraded scopes are revalidated.

The v5 authority surface is tracked in docs/security/permission-coverage.json. Run node scripts/check-permission-coverage.mjs to fail when a REST route prefix, WebSocket event, CLI command, MCP tool, workflow step/action type, command palette action, or tracked background job is added without a permission classification.

The v5.0 hardening review is recorded in docs/security/v5-security-review.md, including fixed high/critical findings, accepted hardening risks, and the password-session local-owner boundary.

Release compatibility, stale-client behavior, update channels, and rollback limits are tracked in docs/V6-COMPATIBILITY-AND-RELEASE-POLICY.md. Compatibility errors and debug bundles must redact tokens, cookies, private keys, local private paths, raw chat content, and task body text.

Buzz communication diagnostics and delivery store environment-variable references and public/redacted metadata only. The Nostr private key and optional NIP-OA auth tag are resolved only for an active probe or signing operation and are never returned. The built-in signer accepts hexadecimal or nsec private-key material, constructs the Buzz-required nonce and exact request-body hash, and clears its decoded key bytes after signing on a best-effort basis. Relay URLs reject userinfo, query strings, and fragments. Outbound requests use scheme validation, explicit plaintext/local/RFC1918/ULA opt-ins, DNS pinning, manual redirects, fixed timeouts, and bounded response reads. Link-local, cloud-metadata, and CGNAT ranges remain blocked under the private-network opt-in. The compatibility probe reads NIP-11 metadata and authenticated query filters only. The communication worker uses a DNS-pinned, channel-allowlisted NIP-42 WebSocket subscription and verifies event signatures, kinds, channel IDs, timestamps, and bounded sizes before projection. Outbound signed events are persisted before submission. Ambiguous writes are queried by event ID and the persisted signature, configured identity, and mapped channel are re-verified before any resubmission. Echoed adapter event IDs are suppressed. Optional command discovery runs without a shell and receives a minimal environment that excludes provider and Buzz credentials. See Buzz Communication Adapter.

Buzz persona/team import accepts only reconstructed, signature-verified kinds 30175 and 30176 from the configured signed query path. Event, content, JSON depth, key count, array count, string, URL, and batch limits apply before preview. Secret-like values and fields for credentials, environment, commands, paths, processes, managed agents, MCP, hooks, skills, or engrams reject the record. Public avatar URLs are validated but never fetched.

Definition import is an explicit one-way data operation. Newly materialized profiles, rosters, and roster members are disabled. Declared Buzz runtime, model, and provider values remain source metadata and are not provider-runtime evidence. The source event ID and optimistic local revision are checked again inside the authoritative JSON-file lock or SQLite transaction before mutation. Source removal never deletes local materializations.

Run-scoped Tool Control Plane

Tool-server definitions are administrator-controlled and schema validated. Transport arguments are arrays executed without a shell, HTTP URLs cannot contain userinfo, query strings, or fragments, and environment/header fields store key names only. Raw environment and credential values are excluded from definitions, discovery records, run catalogs, launch manifests, logs, and events. Credential-like environment keys, explicit broker references, and HTTP header references fail closed until brokered provider launch handles are available.

Discovery schemas and all tool inputs and results have bounded byte and item limits. Discovery is bound to the exact definition digest so identity or version drift invalidates cached evidence. Required failures block launch; optional failures remain visible as degraded catalog entries. An immutable catalog binds task, attempt, provider-runtime digest, task-envelope digest, definition digest, discovery digest, and each per-tool policy decision.

Native provider configuration exposes only allow decisions. Denied and approval-required tools remain disabled. The mediated call route requires agent:write, the exact active running attempt, and a catalog digest matching the persisted launch manifest. Approval-required calls bind the server, tool, arguments, catalog digest, and operation ID to run-approval/v1; a changed, expired, rejected, or stale decision fails closed.

Each invocation validates arguments against the discovered JSON Schema, dispatches once per stable operation ID, and records bounded redacted tool.started, tool.completed, or causal run.error events. Run completion closes supervised bridge sessions. Credential-bound definitions remain unavailable until the provider launch credential broker can resolve run-scoped handles without persisting values.

See Tool Control Plane v1.

Provider Runtime Capability Enforcement

Provider runtime manifests are authorization evidence, not display metadata. The server validates their complete capability inventory, canonical SHA-256 digest, probe state, and secret redaction before use. Launch requirements and run controls qualify only with supported or advisory evidence; unsupported, unknown, missing, failed-probe, malformed, or invalid-digest evidence fails closed.

The selected manifest is persisted on the attempt before provider execution. Status, logs, completion, stop, message/steer, token reporting, tool events, and artifact ingestion compare the active snapshot with the persisted digest before acting. A mismatch stops provider event ingestion and requires the operator to terminate the detached provider through its host supervisor, reconcile attempt state, and launch a fresh run. Veritas does not offer a UI force-stop that bypasses runtime evidence.

The durable run supervisor also binds the provider snapshot to the exact task envelope, launch manifest, worktree fingerprint and ownership lease, host identity, and operating-system process start identity. Recovery uses an expiring compare-and-set lease. Process-group stop is refused when the PID has exited, been reused, moved hosts, or cannot be identified safely; remote sessions are contacted only through adapter-declared recovery controls.

Public sandbox dry-runs accept a live registered manifest digest, not a caller-supplied manifest body. The server resolves the digest from current host registrations and rejects unknown, expired, or provider-mismatched evidence. Human Veritas approval gates remain separate from provider-native run.approvals; one does not imply the other. Shared co-drive links are pinned to their source attempt. Message and approval actions require that exact attempt to remain active and require current run.steer or run.approvals evidence, so an old link cannot control a replacement run on the same task.

Agent Sandbox Policies

Agent sandbox policy presets live in the shared app config and are managed from Settings -> Agents -> Sandbox Policies or /api/sandbox-policies.

Use them to constrain:

  • Filesystem read/write paths, denied paths, dotfile masking, and local-only handles.
  • Network egress defaults, allowlisted hosts and path prefixes, and private network or metadata endpoint blocks.
  • Environment variable passthrough.
  • Credential access mode: none, brokered references, or explicit environment passthrough.

Launch-time validation resolves every preset rule from the persisted provider runtime manifest. Required unsupported controls block the agent or workflow step before execution. Advisory unsupported controls continue with warnings. Every dry-run and launch-time decision writes a governance trace with raw detail redacted; credential references and environment-style name=value strings are shown as [redacted].

For local ACP, Claude Code, Codex app-server, Codex CLI, and Hermes runs, Veritas can compile those filesystem rules into a version-bound codex sandbox process wrapper. The credential-free backend probe covers read, write, deny, symlink and hard-link escape, dotfile, protected metadata, descendant, PATH-tool, and backend re-execution behavior. A failed or missing backend blocks a required policy before provider process creation. Codex SDK and remote OpenClaw runs require exact provider-native conformance evidence, including descendant inheritance, run-scoped temporary storage, and cleanup; coarse provider sandbox modes remain advisory.

Workspace and home aliases are canonical-base constrained. Nested mounts below allowed roots are denied unless explicitly granted or denied, and the relevant mount topology is rechecked before provider spawn. A changed or uninspectable topology fails closed. The bounded workspace tree is scanned before compilation and immediately before activation for pre-existing hard links that alias inaccessible external inodes.

CLI package and virtual-environment roots are read-only. Linked-worktree Git metadata is resolved to exact protected read-only roots so status and diff can work without exposing the primary checkout for writes. Ambient system/global Git configuration is disabled; only effective author identity values may be carried in memory for the run, and they are excluded from manifests and logs. The .git, .agents, .codex, and .veritas-kanban names receive explicit read-only entries directly beneath writable roots and cannot themselves be selected as writable policy roots. A protected path that is or becomes a symlink blocks launch.

Launch evidence stores only canonical path hashes and binds the filesystem decision to the exact provider runtime manifest digest and conformed backend executable-content digest. The executable is rehashed after policy evaluation and immediately before activation, so same-size replacement with restored timestamps still blocks launch. Local run-specific temporary and cache directories are registered with the durable run supervisor and cleaned on terminal completion or recovery; cleanup rejects symlinked ancestors. Remote provider-native backends must prove their equivalent lifecycle. See Run-scoped filesystem sandbox backends.

Required filesystem boundaries have no per-run bypass. Task-readiness overrideReason values do not affect sandbox enforcement. Relaxation requires an authorized advisory policy preset, and the evaluated policy plus launch decision are retained as governance evidence.

Credential broker core

Credential definitions are stored separately from secret values. An admin can register a source reference and bounded host/tool/destination/action policy at /api/credential-broker; the stored credential-definition/v1 record contains only metadata and a canonical digest.

Internal consumers can issue an opaque credential-lease/v1 handle only when the referenced definition appears in the active attempt's immutable launch manifest. The lease is bound to that task, attempt, manifest digest, definition digest, scope digest, and exact action fingerprint. Handles are persisted only as SHA-256 hashes. Uses are claimed atomically before source resolution and enforce TTL, maximum uses, approval posture, and current run binding.

The resolved value is passed only to a controlled in-process callback. The broker rejects callbacks that return the value and replaces callback/source errors with credential-free failures. Definitions, leases, audit events, logs, manifests, completion packets, and API responses never contain the resolved value. Terminal run paths revoke matching leases, and startup reconciliation expires stale leases or blocks leases whose source is unavailable.

This is a foundation, not a claim that provider traffic is controlled. Required brokered presets fail closed when runtime evidence is advisory, external, missing, or bypassable. Provider handle migration requires the controlled network or tool boundaries documented in Credential Broker. Raw env-passthrough remains an explicit compatibility mode and is not brokered.

Agent budget policies are enforced through the same governance path. Workspace, agent, workflow, workflow-agent, and per-run budgets can cap tokens, provider-reported cost, tool-call counts, runtime, retry count, and workflow fan-out. Soft thresholds write budget-policy warning traces. Hard thresholds pause or block for approval, downgrade to a configured model route, or cancel the run with recorded trace and completion-packet evidence.

For untrusted or externally sourced work, prefer a required preset with repository-scoped writes, default-deny network egress, metadata endpoint blocking, and brokered credentials. Keep the legacy permissive preset only for existing local Codex CLI workflows that still need broad compatibility.

Configuration Reference

Environment Variables

Variable Default Description
VERITAS_AUTH_ENABLED true Enable/disable authentication
VERITAS_AUTH_LOCALHOST_BYPASS false Allow unauthenticated localhost requests in development
VERITAS_ADMIN_KEY (none) Admin API key with full access
VERITAS_API_KEYS (none) Comma-separated API keys (format: name:key:role)

API Key Format

name:key:role,name2:key2:role2

Example:

veritas:vk_abc123xyz:agent,dashboard:vk_def456uvw:read-only

Generating API Keys

Using OpenSSL

# Generate a random 32-character key
openssl rand -base64 32

Using the Built-in Function

import { generateApiKey } from './middleware/auth.js';
const key = generateApiKey('vk'); // e.g., vk_AbCdEf123...

API Endpoints

Auth Status (Unauthenticated)

Check the current authentication configuration:

curl http://localhost:3001/api/auth/status

Response:

{
  "enabled": true,
  "localhostBypass": false,
  "configuredKeys": 2,
  "hasAdminKey": true
}

Health Check (Unauthenticated)

curl http://localhost:3001/health

WebSocket Authentication

WebSocket connections are authenticated on connect:

// With API key
const ws = new WebSocket('ws://localhost:3001/ws?api_key=your-key');

ws.onclose = (event) => {
  if (event.code === 4001) {
    console.error('Authentication failed:', event.reason);
  }
};

WebSocket Close Codes

Code Meaning
1000 Normal close
4001 Authentication required/failed

Error Responses

401 Unauthorized

{
  "error": "Authentication required",
  "code": "AUTH_REQUIRED",
  "hint": "Provide API key via Authorization header (Bearer <key>), X-API-Key header, or api_key query parameter"
}

403 Forbidden

{
  "error": "Write access denied",
  "code": "WRITE_FORBIDDEN",
  "hint": "Your API key has read-only access"
}

Security Best Practices

  1. Never commit API keys - Use environment variables or .env files (add to .gitignore)

  2. Rotate keys regularly - Update API keys periodically, especially if compromised

  3. Use HTTPS in production - API keys are transmitted in headers/URLs

  4. Principle of least privilege - Use read-only for dashboards, agent for automation

  5. Monitor access - The server logs connection attempts with role information

  6. Constrain agent launches - Assign sandbox policy presets and run budgets before running untrusted or expensive work. Default-deny network egress, broker credentials, and cap token, spend, tool-call, runtime, retry, and fan-out exposure when a workflow does not need broad access.

  7. Keep remote mode explicit - Binding outside loopback, reverse proxying, tunneling, or serving mobile/PWA clients requires auth enabled, localhost bypass disabled, exact CORS/WebSocket origins, and redacted diagnostics. See ADR 0002.

Migrating from No Auth

If you're upgrading from an earlier version without authentication:

  1. Before upgrading: Document all clients that access the API

  2. During upgrade:

    • Start with VERITAS_AUTH_LOCALHOST_BYPASS=true for smooth transition
    • Generate API keys for each client
    • Update clients to include authentication headers
  3. After testing: Disable localhost bypass for production

Troubleshooting

"Authentication required" for localhost

Check that VERITAS_AUTH_LOCALHOST_BYPASS=true is set, or provide an API key.

"Invalid API key"

  • Verify the key matches exactly (no extra spaces)
  • Check that the key is in the VERITAS_API_KEYS or VERITAS_ADMIN_KEY variable
  • Ensure the format is correct: name:key:role

WebSocket immediately closes

  • Check browser console for the close reason
  • Ensure the API key is passed as a query parameter: ?api_key=...

Architecture

┌─────────────────────────────────────────────────────────────┐
│                       Request Flow                          │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│  Client Request                                             │
│       │                                                     │
│       ▼                                                     │
│  ┌──────────────┐                                          │
│  │ CORS/JSON    │ (express middleware)                     │
│  └──────────────┘                                          │
│       │                                                     │
│       ▼                                                     │
│  ┌──────────────┐   ┌───────────────────────┐              │
│  │ /health      │──▶│ Bypass auth           │              │
│  │ /api/auth/*  │   │ (unauthenticated)     │              │
│  └──────────────┘   └───────────────────────┘              │
│       │                                                     │
│       ▼                                                     │
│  ┌──────────────┐                                          │
│  │ authenticate │ (middleware/auth.ts)                     │
│  │              │                                          │
│  │ - Check auth │                                          │
│  │   enabled    │                                          │
│  │ - Localhost  │                                          │
│  │   bypass?    │                                          │
│  │ - Validate   │                                          │
│  │   API key    │                                          │
│  └──────────────┘                                          │
│       │                                                     │
│       ▼                                                     │
│  ┌──────────────┐                                          │
│  │ Route Handler│ (req.auth available)                     │
│  └──────────────┘                                          │
│                                                             │
└─────────────────────────────────────────────────────────────┘

Changelog

  • v3.3.0 (2026-02-15): Task intelligence security hardening
    • Crash-recovery checkpointing with auto-sanitization of 20+ secret patterns plus regex value detection
    • XSS prevention in observational memory via sanitizeCommentText()
    • DFS cycle detection in task dependencies prevents infinite loop attacks
    • Input sanitization on agent filter (trim + 100 char cap)
    • Zod validation on all dependency and checkpoint routes
  • v3.0.0 (2026-02-09): Workflow engine security
    • ReDoS protection on regex acceptance criteria
    • Expression injection prevention in template evaluator
    • Parallel DoS limits (max 50 concurrent sub-steps)
    • Gate approval authentication and permission checks
    • RBAC with ACL files for workflow access control
    • Audit logging of all workflow changes
  • v2.0.0 (2026-02-06): Multi-agent security
    • Agent permission levels (Intern/Specialist/Lead) with enforcement
    • Agent registry with heartbeat-based liveness tracking
    • MCP SDK patched to ^1.26.0 (GHSA-345p-7cg4-v4c7)
    • Rate limiting documentation (reverse proxy recommended for public deployments)
  • v1.0.0 (2026-01-29): Initial authentication implementation
    • API key authentication for HTTP and WebSocket
    • Role-based authorization (admin, agent, read-only)
    • Localhost bypass for development
    • Configuration via environment variables