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Clay Enterprise RBAC

clay-enterprise-rbac

Configure Clay enterprise SSO, role-based access control, and organization management. Use when implementing SSO integration, configuring role-based permissions, or setting up organization-level controls for Clay. Trigger with phrases like "clay SSO", "clay RBAC", "clay enterprise", "clay roles",...

SKILL.md

Full skill instructions

Clay Enterprise RBAC

Overview

Configure enterprise-grade access control for Clay integrations.

Prerequisites

  • Clay Enterprise tier subscription
  • Identity Provider (IdP) with SAML/​OIDC support
  • Understanding of role-based access patterns
  • Audit logging infrastructure

Role Definitions

RolePermissionsUse Case
AdminFull accessPlatform administrators
DeveloperRead/​write, no deleteActive development
ViewerRead-onlyStakeholders, auditors
ServiceAPI access onlyAutomated systems

Role Implementation

enum ClayRole {
  Admin = 'admin',
  Developer = 'developer',
  Viewer = 'viewer',
  Service = 'service',
}

interface ClayPermissions {
  read: boolean;
  write: boolean;
  delete: boolean;
  admin: boolean;
}

const ROLE_PERMISSIONS: Record<ClayRole, ClayPermissions> = {
  admin: { read: true, write: true, delete: true, admin: true },
  developer: { read: true, write: true, delete: false, admin: false },
  viewer: { read: true, write: false, delete: false, admin: false },
  service: { read: true, write: true, delete: false, admin: false },
};

function checkPermission(
  role: ClayRole,
  action: keyof ClayPermissions
): boolean {
  return ROLE_PERMISSIONS[role][action];
}

SSO Integration

SAML Configuration

// Clay SAML setup
const samlConfig = {
  entryPoint: 'https://idp.company.com/​saml/​sso',
  issuer: 'https://clay.com/​saml/​metadata',
  cert: process.env.SAML_CERT,
  callbackUrl: 'https://app.yourcompany.com/​auth/​clay/​callback',
};

// Map IdP groups to Clay roles
const groupRoleMapping: Record<string, ClayRole> = {
  'Engineering': ClayRole.Developer,
  'Platform-Admins': ClayRole.Admin,
  'Data-Team': ClayRole.Viewer,
};

OAuth2/​OIDC Integration

import { OAuth2Client } from '@clay/​sdk';

const oauthClient = new OAuth2Client({
  clientId: process.env.CLAY_OAUTH_CLIENT_ID!,
  clientSecret: process.env.CLAY_OAUTH_CLIENT_SECRET!,
  redirectUri: 'https://app.yourcompany.com/​auth/​clay/​callback',
  scopes: ['read', 'write'],
});

Organization Management

interface ClayOrganization {
  id: string;
  name: string;
  ssoEnabled: boolean;
  enforceSso: boolean;
  allowedDomains: string[];
  defaultRole: ClayRole;
}

async function createOrganization(
  config: ClayOrganization
): Promise<void> {
  await clayClient.organizations.create({
    ...config,
    settings: {
      sso: {
        enabled: config.ssoEnabled,
        enforced: config.enforceSso,
        domains: config.allowedDomains,
      },
    },
  });
}

Access Control Middleware

function requireClayPermission(
  requiredPermission: keyof ClayPermissions
) {
  return async (req: Request, res: Response, next: NextFunction) => {
    const user = req.user as { clayRole: ClayRole };

    if (!checkPermission(user.clayRole, requiredPermission)) {
      return res.status(403).json({
        error: 'Forbidden',
        message: `Missing permission: ${requiredPermission}`,
      });
    }

    next();
  };
}

// Usage
app.delete('/​clay/​resource/:id',
  requireClayPermission('delete'),
  deleteResourceHandler
);

Audit Trail

interface ClayAuditEntry {
  timestamp: Date;
  userId: string;
  role: ClayRole;
  action: string;
  resource: string;
  success: boolean;
  ipAddress: string;
}

async function logClayAccess(entry: ClayAuditEntry): Promise<void> {
  await auditDb.insert(entry);

  // Alert on suspicious activity
  if (entry.action === 'delete' && !entry.success) {
    await alertOnSuspiciousActivity(entry);
  }
}

Instructions

Step 1: Define Roles

Map organizational roles to Clay permissions.

Step 2: Configure SSO

Set up SAML or OIDC integration with your IdP.

Step 3: Implement Middleware

Add permission checks to API endpoints.

Step 4: Enable Audit Logging

Track all access for compliance.

Output

  • Role definitions implemented
  • SSO integration configured
  • Permission middleware active
  • Audit trail enabled

Error Handling

IssueCauseSolution
SSO login failsWrong callback URLVerify IdP config
Permission deniedMissing role mappingUpdate group mappings
Token expiredShort TTLRefresh token logic
Audit gapsAsync logging failedCheck log pipeline

Examples

Quick Permission Check

if (!checkPermission(user.role, 'write')) {
  throw new ForbiddenError('Write permission required');
}

Resources

Next Steps

For major migrations, see clay-migration-deep-dive.

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