Start With Workspace Roles
Manage teammate access from Team Members & Roles. Use roles to separate responsibilities:
Create custom roles when a built-in role is broader than the job requires. Review roles regularly, remove departed users, and keep the number of admin users small.
Separate Human Access From Machine Access
API keys are for integrations and external clients, not individual teammate login. Create API keys in Settings -> API & MCP. Each key has a name, scopes, creator, created time, last-used time, expiration, and status. The full key is shown only once; after creation, Duckie stores a hash and preview. Use separate keys for separate integrations so you can:- Grant different scopes.
- Rotate one integration without affecting another.
- Set different expiration schedules.
- Revoke unused or compromised access quickly.
Scope API and MCP Clients
Duckie API keys use scopes. Customer API scopes control direct/api/v1 requests, while Duckie Assistant MCP scopes control the first-party MCP core object tools.
MCP clients see only the wrapper tools allowed by the credential’s scopes. Prefer read-only scopes unless the client must create or update Duckie configuration.
Learn more in MCP and API-Key Management.
Limit Connected App Access At The Source
Connected apps determine what Duckie can read or update in external systems. Before connecting an app, decide which account, workspace, project, repository, channel, or knowledge source should be available. Use Connections to manage integrations, and use provider-side permissions where possible. For example, connect accounts and tokens that have only the external access needed for the intended agent workflow. For supported app categories, see Supported Integrations.Limit What Each Agent Can Do
Tool access is configured per agent and for the internal assistant. Enable only the tools that match the agent’s job.
For agents that can update customer records, combine tool access with Account-Safe Actions, workflows, and approvals.
Require Approval For Sensitive Actions
Use approval before sensitive or high-impact changes, especially when a tool can:- Change billing, plans, entitlements, account ownership, or security settings.
- Send a customer-visible message.
- Update external systems.
- Delete, close, resolve, or transfer records.
- Change Duckie configuration through MCP write tools.
Review Run History
Use Run History to review what the agent did. Run details show the triggering conversation, execution steps, knowledge retrieved, tool calls, inputs, outputs, status, and final response. For access reviews, sample recent runs for agents with write tools or broad knowledge access. Confirm that the agent used expected tools, record selectors, and guardrails.Least-Privilege Checklist
Related Docs
Team Members & Roles
Invite members, assign roles, and configure permissions.
API-Key Management
Create, scope, expire, rename, and revoke API keys.
Agent Configuration
Configure each agent’s tools, knowledge, guardrails, and behavior.
Run History
Review steps, tool calls, inputs, outputs, and final outcomes.