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# Configure Experimental Runtime Identity

> Configure the experimental provider-neutral runtime identity component for a direct OpenClaw blueprint.

The direct OpenClaw blueprint runner can attach a provider-neutral runtime identity to a sandbox.
The shipped blueprint and normal `nemoclaw onboard` do not enable or configure this experimental capability.

The bundled Okta and Microsoft Entra profiles are data-only implementations of the component.
The blueprint schema describes the OpenShell provider binding and OAuth refresh inputs without using the identity provider as a schema discriminator.

## Review the Trust Boundary

Runtime identity is opt-in only when a direct-runner blueprint includes `components.identity`.
There is no implicit activation path.

The host process that supplies the named OAuth bootstrap variables and the authenticated OpenShell gateway are trusted.
The blueprint, copied profile, same-name gateway resources, sandbox workload, subprocess output, persisted state, and CI artifacts are untrusted or observable surfaces.

The runner validates the complete data-only profile before import.
It fails closed on ambiguous resource inspection, scopes secret material to one refresh-configuration subprocess, and persists only non-secret ownership receipts.
OpenShell owns credential custody, refresh, admitted-request enforcement, and bearer substitution.
NemoClaw never exposes the minted bearer to the sandbox.

Runtime identity profiles may use DNS-backed HTTPS only within a provider type's repository-reviewed hostname suffixes.
NemoClaw resolves every destination before import and rejects private or internal addresses.
OpenShell performs connect-time server-side request forgery (SSRF) and L7 enforcement before it injects the provider credential.

OpenShell 0.0.85 verifies the original hostname's certificate but does not pin the address that NemoClaw resolved.
Only identity-platform-controlled DNS namespaces such as `okta.com`, `login.microsoftonline.com`, and `graph.microsoft.com` belong in this trust table.
An attacker-controlled or customer-controlled suffix requires a pinning-capable upstream refresh boundary and new conformance evidence.

### Review the Conformance Evidence

The deterministic `TC-INF-12` and `TC-INF-13` protected end-to-end (E2E) scenarios are the conformance gates for this boundary.
Both run the real blueprint runner against a real OpenShell gateway and sandbox.

The scenarios enable provider-derived policy and restore its prior setting.
They exchange a refresh token through a public HTTPS OAuth endpoint and prove that the sandbox sees only opaque placeholders.
They prove that a child launched after rotation receives a different revision-scoped placeholder and that the protected resource receives both bearers.
They also check secret-free plan, status, state, logs, request ledgers, and ownership-aware rollback.
`TC-INF-13` additionally uses the Entra v2 token-path shape, `ENTRA_ACCESS_TOKEN`, and the exact Microsoft Graph `GET /v1.0/me` credential-delivery rule.
It proves that a `GET /v1.0/users` request is rejected before its bearer reaches the fixture.
The deterministic fixture proves the complete Entra-shaped runtime path without storing a third-party tenant credential in pull-request CI; tenant acceptance remains a maintainer-run check against Microsoft Entra and Graph.

Focused tests cover malformed profiles, endpoint and DNS rejection, subprocess scoping, same-name resources, partial-apply compensation, and retryable rollback receipts.
The gateway refresh client's DNS-pinning limitation is the accepted residual boundary.
Expanding the trusted hostname policy requires upstream pinning and new conformance evidence.

## Enable Provider-Derived Policy

Enable provider-derived policy on the target gateway before you apply the blueprint.

```bash
openshell settings set --global --key providers_v2_enabled --value true --yes
```

Apply reads the gateway-global setting before identity mutation and again before attachment.
It stops unless the JSON value is exactly `true`.
This check prevents an attachment whose provider-derived network policy and credential injection are inactive.

## Configure the Okta Reference Profile

Copy `nemoclaw-blueprint/provider-profiles/okta-runtime-v1.yaml` into your blueprint as `provider-profiles/acme-okta-runtime.yaml`.
You may choose another tenant-specific filename.
Set `profile_path` to that exact relative path.

Set `token_url` to the tenant's authorization-server token endpoint.
Replace `api.example.okta.com` with the approved upstream API host.
Keep both hosts in the profile so blueprint input cannot redirect refresh material or bearer-token presentation.

Configure the reference under `components`.

```yaml
identity:
  profile_path: provider-profiles/acme-okta-runtime.yaml
  provider_type: okta-runtime-v1
  provider_name: acme-okta-runtime
  credential_key: OKTA_ACCESS_TOKEN
  client_id_env: OKTA_CLIENT_ID # must be exactly this value
  refresh_token_env: OKTA_REFRESH_TOKEN
  client_secret_env: OKTA_CLIENT_SECRET
```

`client_secret_env` is optional.
Its environment variable must be present when you configure it.

Secret-material environment names must equal `API_KEY`, `TOKEN`, `SECRET`, `PASSWORD`, or `CREDENTIAL`.
They may instead end in one of those terms after an underscore.
The runner rejects subprocess-control names such as `NODE_OPTIONS`.
It also rejects names forwarded by the general subprocess allowlist, including the `OPENSHELL_`, `GRPC_`, and `XDG_` prefixes.

The profile path must name an existing regular file inside the blueprint directory.
The runner rejects absolute paths, outward traversal, and outward symlinks.
The profile `id` must match `provider_type`.
The profile must declare exactly one credential whose name matches `credential_key`.
The runner validates the complete credential-delivery policy and rejects unknown fields.

The Okta reference requires these properties:

* Bearer presentation through the `authorization` header.
* The reviewed OAuth refresh-material shape.
* Enforced REST `GET /**` endpoint rules.
* The bundled Node.js and curl executable allowlist.

The runner imports a private temporary snapshot of the validated profile bytes.
Replacing the original file or symlink cannot change the policy that OpenShell receives.

The runner requires HTTPS refresh and endpoint destinations.
It restricts them to the provider type's trusted host policy and applies NemoClaw's DNS-aware SSRF validation.
Private, loopback, link-local, and unresolved destinations are rejected.

DNS-backed destinations require a reviewed policy that marks their namespace as identity-platform-controlled.
Other profile policies reject them before import.
The current `okta-runtime-v1` policy accepts `okta.com` and its subdomains.
Custom Okta domains are not supported.

The reviewed policy fixes the non-secret client ID source to `OKTA_CLIENT_ID`.
A blueprint cannot select another host variable.
Command failures redact the client ID with the secret refresh material.

Export the named environment variables in the host process that runs the direct blueprint runner.
Obtain the refresh token through an authorized OAuth bootstrap flow for the same Okta client and authorization server.
`openshell gateway login` authenticates a CLI user to the gateway and is not part of this runtime-credential flow.

The host process can read `OKTA_REFRESH_TOKEN` and `OKTA_CLIENT_SECRET`, and the runner forwards them only to the scoped refresh-configuration subprocess.
These environment variables remain available until you unset them or the host process exits.
After apply succeeds, run `unset OKTA_REFRESH_TOKEN OKTA_CLIENT_SECRET` in the host shell.
OpenShell retains the refresh material in the gateway credential store until rollback or provider deletion removes the owned provider.

## Configure the Microsoft Entra Reference Profile

Copy `nemoclaw-blueprint/provider-profiles/entra-runtime-v1.yaml` into your blueprint as `provider-profiles/acme-entra-runtime.yaml`.
Replace `organizations` in `token_url` with the Directory (tenant) ID for the application registration.
The built-in policy accepts only the exact `login.microsoftonline.com` token issuer and `graph.microsoft.com` resource host.
It does not admit national-cloud endpoints or tenant-controlled custom domains.
Bearer delivery is restricted to exactly `GET /v1.0/me`.

Configure the same provider-neutral component with the Entra implementation.

```yaml
identity:
  profile_path: provider-profiles/acme-entra-runtime.yaml
  provider_type: entra-runtime-v1
  provider_name: acme-entra-runtime
  credential_key: ENTRA_ACCESS_TOKEN
  client_id_env: ENTRA_CLIENT_ID
  refresh_token_env: ENTRA_REFRESH_TOKEN
  client_secret_env: ENTRA_CLIENT_SECRET
```

Register a separate Entra application for the delegated runtime flow.
Grant only the Microsoft Graph delegated `User.Read` permission needed by [`GET /me`](https://learn.microsoft.com/en-us/graph/api/user-get?view=graph-rest-1.0), and request [`offline_access`](https://learn.microsoft.com/en-us/entra/identity-platform/scopes-oidc#the-offline_access-scope) during the external authorization-code bootstrap so the v2 endpoint returns a refresh token.
Microsoft documents `offline_access` as an explicit requirement for v2 refresh-token issuance and [documents replacement of the stored refresh token](https://learn.microsoft.com/en-us/entra/identity-platform/v2-oauth2-auth-code-flow#refresh-the-access-token) when a refresh response carries a new one.
Use a confidential web application and `ENTRA_CLIENT_SECRET` when the bootstrap client can keep a secret.
Omit `client_secret_env` for a public client rather than placing a public-client secret on the host.
NemoClaw does not package the authorization redirect, consent UI, PKCE exchange, or MSAL cache.

The host process can read `ENTRA_REFRESH_TOKEN` and `ENTRA_CLIENT_SECRET`, and the runner forwards them only to the scoped refresh-configuration subprocess.
These environment variables remain available until you unset them or the host process exits.
After apply succeeds, run `unset ENTRA_REFRESH_TOKEN ENTRA_CLIENT_SECRET` in the host shell.
OpenShell retains the refresh material in the gateway credential store until rollback or provider deletion removes the owned provider.

Acquire the initial refresh token outside NemoClaw using Microsoft-supported identity tooling, then export the application client ID, refresh token, and optional client secret into the host process that runs the direct blueprint runner.

The repository does not publish a user-facing command for this experimental direct runner.
A maintainer-run tenant acceptance must establish all of the following criteria:

* Apply imports the copied Entra profile, creates the owned provider, attaches it to the intended sandbox, and reports successful refresh status.
* A newly launched sandbox child sees an `openshell:resolve:env:...` placeholder instead of the access token.
* The protected-resource request below returns the signed-in delegated user.
* OpenShell rejects a request to another Graph path before bearer delivery.
* Credential rotation gives a new child a new revision-scoped placeholder, and `GET /v1.0/me` succeeds with the rotated credential.
* Rollback removes the owned attachment and provider while preserving any reused sandbox.

Do not save the Graph response, refresh token, access token, or client secret in a terminal transcript or CI artifact.
Run the protected-resource acceptance request from a newly launched sandbox child, where `ENTRA_ACCESS_TOKEN` is the child-scoped OpenShell placeholder.
Do not run this request from the host shell; the child request must traverse the OpenShell proxy so its bearer delivery and Graph path restrictions are exercised:

```bash
curl -fsS \
  -H "Authorization: Bearer ${ENTRA_ACCESS_TOKEN}" \
  https://graph.microsoft.com/v1.0/me
```

## Apply the Runtime Identity

During plan, the runner reports only the provider type, provider name, and credential key.
It does not report secret material.

During apply, the runner inspects the target sandbox before identity mutation.
It requires either the exact sandbox name in the `Ready` phase or an explicit sandbox-not-found result.
If sandbox creation races with another creator, the runner repeats the same inspection.
It inspects the sandbox again after inference routing and immediately before identity attachment.
If the sandbox changed, the runner compensates without attachment.

The runner always inspects the configured inference provider before identity mutation.
It reuses a provider only when its name, type, and required non-secret key shape match the blueprint.
It permits creation only after an explicit provider-not-found result.
If another actor creates the provider concurrently, the runner repeats the binding inspection before it treats the provider as unowned reusable state.
Any other inspection failure stops apply.

The runner also inspects the requested runtime identity provider name.
Any same-name provider stops apply.
The runner validates an existing provider's non-secret binding to report a precise error.
It never reuses that provider because OpenShell does not expose a secret-safe snapshot that rollback could restore.

Only an absent provider proceeds to profile import.
When the profile is already registered, the runner first requires an exact export match.
It then creates the provider, configures gateway-managed OAuth refresh, and performs the initial token rotation.

Before attachment, the runner creates or reuses the configured inference provider.
For a reused sandbox and provider, it preserves the live route only when the provider, model, and requested timeout match the blueprint.
An absent or different route must pass `openshell inference set`.
The runner attaches the runtime identity and applies policy additions only after OpenShell confirms the route.

Each successful apply creates and owns the runtime identity provider whose refresh state it mutates.
The persisted plan records ownership of the runtime identity provider, sandbox attachment, inference provider, and sandbox.
The runner writes the receipt as it acquires each resource.
The receipt preserves a recovery path when automatic compensation fails.

If a later step fails, the runner reverses only resources that apply created.
It detaches the runtime identity provider, deletes created providers, and removes a created sandbox.

The runner never places the refresh token or optional client secret in command arguments or persisted plans.
It passes them to `openshell provider refresh configure` through a scoped subprocess environment.
OpenShell stores the credential material in the gateway credential store.
Other runner subprocesses receive the allowlisted environment without identity material.

Each sandbox child launch receives an opaque provider-specific placeholder such as `OKTA_ACCESS_TOKEN` or `ENTRA_ACCESS_TOKEN`.
The OpenShell L7 proxy substitutes the corresponding access token only for admitted HTTPS requests.
After rotation, launch a new child process to receive the new revision-scoped placeholder.
An earlier child process does not adopt the rotation.

## Inspect Runtime Identity State

Check gateway-side state without printing credential values.

```bash
openshell provider refresh status acme-okta-runtime --credential-key OKTA_ACCESS_TOKEN
openshell sandbox provider list <sandbox-name>
```

The direct runner `status` action reports the non-secret identity ownership receipt.

## Roll Back Runtime Identity

The `rollback` action verifies the current provider binding before it changes resources.
It detaches the provider only when the apply created the sandbox attachment.
It deletes the provider only when the apply created it.

Rollback removes a sandbox only when the persisted plan proves that apply created it.
It preserves reused sandboxes and legacy plans with unknown sandbox ownership.
After an owned sandbox is removed, rollback deletes an inference provider only when the receipt proves that apply created it.
The same provider rule applies immediately when the sandbox was reused.

If removal of an apply-owned sandbox fails, rollback returns the bounded error without writing its completion marker.
The ownership receipt remains available for retry.
Rollback does not mutate a same-name provider when its binding no longer matches the receipt.

## Review the Scope Limits

Runtime identity does not add a generic blueprint middleware surface.
Configure deployment-specific pre-credential policy through separately supported OpenShell tooling.
This reference does not package an OAuth bootstrap application, an on-behalf-of exchange, or a production identity middleware service.

## Related Topics

* [Architecture Details](architecture) for the blueprint lifecycle and system topology.
* [Credential Storage](../security/credential-storage) for the OpenShell credential boundary.