Clari Security Basics

---
name: clari-security-basics
description: |
  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".
allowed-tools: Read, Write, Edit, Grep
version: 1.0.0
license: MIT
author: Jeremy Longshore <jeremy@intentsolutions.io>
tags: [saas, revenue-intelligence, forecasting, clari]
compatible-with: claude-code
---

# 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

- [Clari Security](https://www.clari.com/trust)
- [Clari Developer Portal](https://developer.clari.com)

## Next Steps

For production deployment, see `clari-prod-checklist`.