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Trust & security

Security at ClearStax.

ClearStax is where MSPs keep their clients' operational record. We hold the platform to the same evidence-led standard the platform produces.

Platform foundations

Security built into the substrate, layer by layer.

ClearStax runs on certified, audited infrastructure with security designed into every layer — from the edge your traffic enters through to the tenant-isolated store your record lives in.

DATA

Managed, audited data layer

Managed PostgreSQL on a platform holding SOC 2 Type II and ISO 27001 certifications, with row-level security enforcing tenant isolation at the database itself.

EDGE

Hardened edge

A global edge network with always-on DDoS protection and TLS termination. All traffic is proxied through Cloudflare before it reaches the platform — origin infrastructure is never exposed directly.

HOST

Dedicated US compute

Application compute runs on dedicated, hardened infrastructure in the United States (Oregon), with isolated capacity for background jobs and the agent workforce.

The operating substrate · illustrative

Surface operator dashboard · client portal · reports
Control governed agents · reviewers · gated actions
State pipeline · tickets · evidence · reports
Data tenant-isolated system-of-record store

Every layer above the store inherits the same tenant boundary — the isolation enforced at the data layer holds for dashboards, agents, and reports alike.

Data protection

Encrypted, isolated, and backed up — always.

Your clients' data is protected in every state it exists in: at rest, in transit, across tenant boundaries, and in backup.

  • REST

    Encryption at rest

    Database volumes and backups are encrypted at rest with AES-256. The most sensitive fields carry an additional layer of application-level AES-256-GCM encryption with per-tenant keys — protected even inside the database.

  • TLS

    Encryption in transit

    TLS 1.2+ enforced on every external connection — all API traffic and webhooks. Internal service traffic stays on a private host network, isolated from the public internet.

  • RLS

    Tenant isolation

    Row Level Security (RLS) enforces tenant boundaries at the database layer, backed by defense-in-depth tenant scoping in every application query — so one tenant cannot read another's records.

  • BAK

    Daily backups

    Automated, encrypted daily backups on the SOC 2 Type II managed data platform.

Agent workforce

Securing the agent workforce.

ClearStax doesn't just show you data — agents observe and propose work on your behalf, and earn the right to act as you raise their trust phase. Every agent runs inside a governance layer you control, so autonomy is earned, bounded, and accountable.

LADDER

Trust ladder

Every agent begins in an observe-only Shadow phase and is promoted through Supervised, Audited, and Bounded phases — per tenant, under your control. An agent never acts beyond the autonomy you've granted it.

HALT

Instant kill-switch

AI execution can be halted platform-wide in an instant. Every dispatch checks the kill-switch before it runs, so there's always a hard stop.

GUARD

Input & output guardrails

Untrusted content is wrapped and isolated before it reaches a model, and every completion is screened by an output guardrail before it's used. Authorization is never inferred from model output.

BUDGET

Token & cost budgets

Per-tenant and per-agent token and cost budgets cap spend and contain runaway usage. An agent that exceeds its budget is blocked before the next call — it can't quietly burn resources.

RECORD

Every call on the record

Each model call is recorded — provider, model, prompt and output fingerprints, token count, and cost — scoped to your tenant. The agent workforce produces the same evidence trail as everything else in ClearStax.

Access control

Authentication & access control.

Defense in depth for every user and every session.

  • MFA

    Multi-factor authentication

    MFA support via TOTP authenticator apps, included for every account — no add-on required to secure access.

  • RBAC

    Role-based access control

    Granular RBAC with predefined roles (Admin, Manager, Analyst, Read-only). Assign permissions per user, per tenant.

  • SESSION

    Session management

    Secure, short-lived JWT tokens with automatic refresh. Sessions expire after inactivity, users can revoke their own active sessions, and admins set tenant-wide session policy.

  • AUDIT

    Audit trail

    Every login, data access, and configuration change is logged with timestamp, user ID, and IP address.

Our posture

Our own security posture.

We hold the platform to the same evidence-led standard we build into the product.

Enforced

Least-privilege access & audit logging

Production access is least-privilege and reviewed, and every privileged action is logged. Tenant data is isolated at the database with row-level security, so one tenant can never read another's records.

Differentiator

Provenance by design

Encryption, access control, audit logging, and tenant isolation are foundations — but the differentiator is provenance. Every record carries a source, an owner, and a timestamp, linked back to the work that produced it, so a control claim can always be traced to its origin.

Planned

Penetration testing

We plan independent third-party penetration testing as we grow; results and remediation details will be shared with enterprise customers on request.

US — Oregon

Data processing locations

Your primary operating record — database and self-hosted analytics — is stored in the United States (Oregon). Specific functions rely on vetted sub-processors (for example payments, email, SSO, and AI) under data-processing agreements; we share the current sub-processor list on request.

Responsible disclosure

Found a security vulnerability?

We take every report seriously. Please disclose responsibly by emailing us directly — do not open a public issue.

We aim to acknowledge reports within 48 hours and resolve confirmed vulnerabilities promptly.

Questions about our security practices?

We're happy to walk through our security architecture during your demo.

Book a walkthrough