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Wesley Bertipaglia
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Clarity Flow: Secure AI-Powered Business Management Platform

Auth0 for AI Agents Challenge Submission

This is a submission for the Auth0 for AI Agents Challenge


💡 What I Built

Clarity Flow is a secure, AI-driven business management platform that helps teams organize and manage operations through natural language interactions.
It combines conversational AI with enterprise-grade security, ensuring every AI action is authenticated, authorized, and auditable.

The platform features a React + Vite frontend for interactive dashboards and a Fastify backend API integrated with Google Gemini AI for contextual reasoning and command execution.

🔧 Key Features

  • Dashboard: Real-time view of company metrics and activity
  • Appointments Management: AI-assisted meeting scheduling and coordination
  • Employee Management: Manage users, roles, and departments
  • Task Tracking: Assign and monitor tasks through natural language
  • Sales Monitoring: Track performance, deals, and pipelines
  • AI Chat Interface: Conversational AI that performs CRUD operations securely
  • Auth0-Powered Security: Authentication, role-based authorization, and department-aware data access

Example queries the AI can handle:

“Schedule a meeting with John tomorrow at 2 PM”
“Show all open sales deals in my department”
“List pending tasks for the marketing team”

All actions are automatically scoped by the user’s role and department.


🎥 Demo Video


🚀 Live Demo & Repositories

Frontend: https://github.com/wesleybertipaglia/clarity-flow-app
API: https://github.com/wesleybertipaglia/clarity-flow-api
Live App: https://clarity-flow-app.vercel.app

To try it out:

  1. Visit the live demo
  2. Authenticate via Auth0
  3. Use the AI chat to manage data with prompts like:
  • “Create a new task for the sales department”
  • “List all upcoming HR meetings”
  • “Show me marketing performance for this month”

🔐 How I Used Auth0 for AI Agents

Auth0 for AI Agents is the foundation of Clarity Flow’s security model, ensuring that both users and AI agents operate strictly within their allowed permissions.

🧾 User Authentication

  • Auth0 Login Flow: Users authenticate through Auth0 and receive JWT access tokens.
  • Secure User Prompts: Every AI interaction is tied to an authenticated identity, preventing anonymous or unauthorized requests.
  • Token Validation: The backend validates tokens on every API and AI request.

🧠 Authorization Model – Roles & Departments

Clarity Flow enforces a hierarchical authorization system that governs what users (and the AI acting on their behalf) can access or modify:

👑 Owner

  • Full administrative privileges across the platform.
  • Can perform CRUD operations on all resources (employees, tasks, appointments, sales, etc.).
  • Has visibility across all departments.

🧩 Managers

  • Have CRUD permissions for resources within their assigned department.
  • Example:

    • HR managers can create, update, or delete employee records.
    • Sales managers can manage sales data and deals.
    • Marketing managers can control campaigns and tasks.
  • Cannot access or modify data belonging to other departments.

👷 Employees

  • Have read-only access limited to their own department’s data.
  • Can view tasks, appointments, and metrics relevant to their work but cannot create, update, or delete records.

This structure ensures that every action — including AI-triggered ones — respects both role-based and department-based boundaries.


🤖 AI Agent Authorization & Delegation

  • Delegated Permissions: The AI agent inherits the authenticated user’s permissions, so every operation it performs is authorized as if the user executed it manually.
  • Token Vault Integration: Auth0’s Token Vault secures external API access (like Gemini AI) without exposing secrets.
  • Action-Level Enforcement: When the AI executes a command (e.g., “create a task”), the backend checks the user’s role and department before allowing the operation.
  • Context-Aware Responses: The AI filters responses dynamically, showing only the data the current user is permitted to view.

⚙️ Implementation Details

  • Backend (Fastify): Validates Auth0 JWTs and enforces role + department access rules before invoking AI tools.
  • Frontend (React): Uses the Auth0 SDK for authentication and token lifecycle management.
  • AI Flow (LangChain): Each AI tool in the pipeline performs authorization checks before CRUD actions are executed.

This combination ensures that no AI-generated command can bypass organizational policies.


🧩 Lessons Learned

Building Clarity Flow reinforced the importance of merging secure identity management with AI flexibility.

Key Challenges

  • Mapping Roles to AI Behavior: Translating human access rules into enforceable AI tool permissions.
  • Maintaining Conversational UX: Keeping the AI experience fluid while enforcing strict permission boundaries.
  • Managing Tokens Across Layers: Handling user and agent tokens securely across frontend, backend, and AI contexts.

Technical Insights

  • Auth0 for AI Agents Simplified Secure AI Integration: Token Vault and delegated permissions made the design much safer.
  • Role + Department Hierarchy: Combining both dimensions gives organizations precise, intuitive control.
  • Permission-Aware AI is Essential: Prevents data leakage and builds trust in AI-powered workflows.

Advice for Developers

  • Design for Authorization Early: Treat access control as a first-class design concern.
  • Test Role and Department Scenarios: Ensure your AI can’t “jump boundaries.”
  • Balance UX and Security: Good AI design should feel natural but stay compliant.
  • Leverage Auth0’s Tools: They eliminate boilerplate and reduce security risks.

✅ Takeaway

Clarity Flow demonstrates how AI agents can operate securely within business systems using Auth0 for AI Agents.
By enforcing role-based and department-based authorization, every AI action is accountable, permission-bound, and auditable — enabling secure automation for real-world organizations.

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