Agent skill

clari-security-basics

Secure Clari API tokens and implement data handling best practices. Use when managing API tokens, restricting data access, or implementing PII handling for exported forecast data. Trigger with phrases like "clari security", "clari api key rotation", "secure clari", "clari pii handling".

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Install this agent skill to your Project

npx add-skill https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/main/plugins/saas-packs/clari-pack/skills/clari-security-basics

SKILL.md

Clari Security Basics

Overview

Secure your Clari integration: API token management, exported data PII handling, and access control best practices.

Instructions

Step 1: Token Management

bash
# Store token in secrets manager
aws secretsmanager create-secret \
  --name "clari/prod/api-token" \
  --secret-string "${CLARI_API_KEY}"

# In CI/CD, load from secrets
export CLARI_API_KEY=$(aws secretsmanager get-secret-value \
  --secret-id "clari/prod/api-token" --query SecretString --output text)

Rotation: Clari API tokens are generated per-user. To rotate, generate a new token in User Settings, update all consumers, then discard the old one.

Step 2: Exported Data PII Handling

Clari export data contains PII (rep names, emails, deal amounts):

python
def redact_pii(entries: list[dict]) -> list[dict]:
    """Redact PII from forecast entries for non-production use."""
    import hashlib

    redacted = []
    for entry in entries:
        r = entry.copy()
        if "ownerEmail" in r:
            r["ownerEmail"] = hashlib.sha256(
                r["ownerEmail"].encode()
            ).hexdigest()[:12] + "@redacted"
        if "ownerName" in r:
            r["ownerName"] = f"Rep-{hashlib.sha256(r['ownerName'].encode()).hexdigest()[:6]}"
        redacted.append(r)
    return redacted

Step 3: Security Checklist

  • API token in secrets manager, not in code
  • .env files in .gitignore
  • Exported data stored in access-controlled warehouse
  • PII redacted in non-production environments
  • Export download URLs are temporary -- do not cache
  • Audit who has API token access
  • Token regenerated if any team member leaves

Resources

Next Steps

For production deployment, see clari-prod-checklist.

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