Workflow guides

Identity and access guide

How to control who can access an MCP connection

An MCP connection lets AI use tools and information. Check who is calling, which customer or workspace they belong to, and what they may do. OAuth lets someone authorize access to their account; it does not replace checks on each action. Protect credentials, separate reads from writes, and log decisions without exposing private data.

Good fit
Use delegated OAuth when a person or customer must authorize access to their own third-party account and the runtime needs revocable, scoped credentials tied to that identity.
Pause when
Do not force user OAuth onto a service-owned batch process with no user delegation, and do not use a shared static bearer token as a substitute for tenant-aware authorization.

When this approach helps

  • The same MCP endpoint serves more than one user, client, workspace, or data boundary.
  • A provider connection can be valid while still belonging to the wrong entity inside the broker.
  • Operators need to revoke access or explain which scopes and identity authorized a tool call.

Follow these steps

  1. 01

    Link the correct accounts

    Document the person, application, provider account, customer, and internal workspace identifiers. Reject connections that sign in successfully but cannot be linked to the requested account.

  2. 02

    Request only the permissions needed

    Match each tool to its required provider permissions, starting read-only where possible. Explain the access in plain language. Obtain new consent before adding permissions.

  3. 03

    Check every action

    Validate token audience, issuer, expiry, connection status, account mapping, role, tool rules, and approval. Check close to the action. A successful login or AI instruction is not sufficient.

  4. 04

    Protect credentials and test disconnect

    Store credentials securely, redact logs, rotate service secrets, and support disconnect. Test that removing provider access works. Keep audit identifiers and outcomes without unnecessary private content.

Documents and records to keep

Identity binding record

The record connects internal user and tenant identifiers to the provider account and authorization grant, with status, timestamps, and revocation state.

Scope-to-tool matrix

Each exposed operation lists its provider scopes, internal role, approval need, data sensitivity, and response redaction rules.

Access audit receipt

A safe receipt captures caller, tenant, policy version, connection identifier, tool, decision, and result status while excluding bearer credentials and private bodies.

Common questions

Does OAuth make an MCP server secure by itself?

No. OAuth can establish delegated access, but the server must still validate tokens, bind the right tenant, enforce tool-specific policy, protect secrets, limit data, handle revocation, and preserve evidence for each action.

Why can an MCP connection succeed for the wrong user?

Authentication may prove control of a provider account while the broker or application maps that grant to the wrong internal user or workspace. Verify the full identity chain and entity identifiers before changing scopes or tool code.

When is a static bearer token acceptable for MCP access?

It can be appropriate for a tightly bounded service-to-service control with secure storage, rotation, narrow policy, and no need for user delegation. It should not impersonate multiple customers or replace revocable per-user authorization.

AI workflow system

Find the task where AI could help.

Start with one repeated task. Agree on what AI can do, who checks its work, and how to measure the result.

Verified field result

Automation prepared the evidence. Human judgment still decided.

The system gathered evidence for reviewers. A person still decided whether to approve or reject each submission.

49/ 50
49 of 50 selected cases produced usable evidence packets for human decision.
Workflow
Marketplace template review
Receipt
#FR-2026-01
Verified
May–June 2026
Changes to external systems
0
  1. Map the frictionList the tools, steps, and person responsible.
  2. Test one pathTest the routine work and check that approvals still work.
  3. Keep the proofReview what ran, what stopped, and what needs recovery.