privacera

What this skill does

# Privacera

Privacera is a data governance and security platform for cloud environments. It helps data teams manage access, privacy, and compliance across various data sources.

Official docs: https://docs.privacera.com/

## Privacera Overview

- **Access Request**
  - **Request Details**
- **Dataset**
- **User**
- **Role**
- **Resource**
- **Classification**
- **Tag**
- **Masking Policy**
- **Row Filtering Policy**
- **Purpose**
- **Governed Resource**
- **Discovery Config**
- **Crawler**
- **Scanner**
- **Reports**
- **Alert**
- **Access Control**
- **Entitlement**
- **Application**
- **Query**
- **Task**
- **Schedule**
- **Notification**
- **Glossary**
- **Category**
- **Term**
- **Rule**
- **Delegation Policy**
- **Metadata Propagation Policy**
- **Data Source**
- **Connection**
- **Secret**
- **Audit**
- **Workflow**
- **Ticket**
- **Integration**
- **Setting**
- **Server**
- **Module**
- **License**
- **Certificate**
- **Key**
- **Event**
- **Dashboard**
- **Chart**
- **Report**
- **Policy Sync**
- **Access Journey**
- **Recommendation**
- **Data Quality Check**
- **Data Quality Metric**
- **Data Quality Rule**
- **Data Quality Task**
- **Data Quality Report**
- **Anonymization Policy**
- **Deidentification Policy**
- **Pseudonymization Policy**
- **General Settings**
- **Usage**
- **Cost**
- **Subscription**
- **Billing**
- **Notification Template**
- **Connector**
- **Metadata**
- **Lineage**
- **Impact**
- **Profile**
- **Sampling**
- **Profiling Task**
- **Profiling Report**
- **Data Dictionary**
- **Data Element**
- **Data Type**
- **Data Format**
- **Validation Rule**
- **Transformation Rule**
- **Standardization Rule**
- **Enrichment Rule**
- **Deduplication Rule**
- **Data Lake**
- **Data Warehouse**
- **Data Mart**
- **Business Glossary**
- **Technical Glossary**
- **Reference Data**
- **Lookup Table**
- **Domain**
- **Data Steward**
- **Data Owner**
- **Compliance Standard**
- **Regulation**
- **Privacy Policy**
- **Security Policy**
- **Data Retention Policy**
- **Data Archival Policy**
- **Data Backup Policy**
- **Disaster Recovery Policy**
- **Incident**
- **Problem**
- **Change Request**
- **Release**
- **Deployment**
- **Test Case**
- **Test Suite**
- **Test Result**
- **Vulnerability**
- **Threat**
- **Risk**
- **Control**
- **Countermeasure**
- **Security Assessment**
- **Penetration Test**
- **Compliance Report**
- **Audit Log**
- **Data Catalog**
- **Data Governance**
- **Data Security**
- **Data Privacy**
- **Compliance**
- **Risk Management**
- **Incident Management**
- **Change Management**
- **Release Management**
- **Deployment Management**
- **Testing**
- **Vulnerability Management**
- **Threat Management**
- **Access Management**
- **Identity Management**
- **Key Management**
- **Certificate Management**
- **Secret Management**
- **Configuration Management**
- **Policy Management**
- **Workflow Management**
- **Task Management**
- **Schedule Management**
- **Notification Management**
- **Glossary Management**
- **Metadata Management**
- **Lineage Management**
- **Impact Analysis**
- **Data Profiling**
- **Data Quality Management**
- **Data Dictionary Management**
- **Data Lake Management**
- **Data Warehouse Management**
- **Data Mart Management**
- **Business Glossary Management**
- **Technical Glossary Management**
- **Reference Data Management**
- **Domain Management**
- **Data Stewardship**
- **Data Ownership**
- **Compliance Management**
- **Risk Assessment**
- **Security Assessment**
- **Audit Management**

Use action names and parameters as needed.

## Working with Privacera

This skill uses the Membrane CLI to interact with Privacera. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.

### Install the CLI

Install the Membrane CLI so you can run `membrane` from the terminal:

```bash
npm install -g @membranehq/cli@latest
```

### Authentication

```bash
membrane login --tenant --clientName=<agentType>
```

This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is available.

**Headless environments:** The command will print an authorization URL. Ask the user to open it in a browser. When they see a code after completing login, finish with:

```bash
membrane login complete <code>
```

Add `--json` to any command for machine-readable JSON output.

**Agent Types** : claude, openclaw, codex, warp, windsurf, etc. Those will be used to adjust tooling to be used best with your harness

### Connecting to Privacera

Use `membrane connection ensure` to find or create a connection by app URL or domain:

```bash
membrane connection ensure "https://privacera.com/" --json
```
The user completes authentication in the browser. The output contains the new connection id.

This is the fastest way to get a connection. The URL is normalized to a domain and matched against known apps. If no app is found, one is created and a connector is built automatically.

If the returned connection has `state: "READY"`, skip to **Step 2**.

#### 1b. Wait for the connection to be ready

If the connection is in `BUILDING` state, poll until it's ready:

```bash
npx @membranehq/cli connection get <id> --wait --json
```

The `--wait` flag long-polls (up to `--timeout` seconds, default 30) until the state changes. Keep polling until `state` is no longer `BUILDING`.

The resulting state tells you what to do next:

- **`READY`** — connection is fully set up. Skip to **Step 2**.
- **`CLIENT_ACTION_REQUIRED`** — the user or agent needs to do something. The `clientAction` object describes the required action:
  - `clientAction.type` — the kind of action needed:
    - `"connect"` — user needs to authenticate (OAuth, API key, etc.). This covers initial authentication and re-authentication for disconnected connections.
    - `"provide-input"` — more information is needed (e.g. which app to connect to).
  - `clientAction.description` — human-readable explanation of what's needed.
  - `clientAction.uiUrl` (optional) — URL to a pre-built UI where the user can complete the action. Show this to the user when present.
  - `clientAction.agentInstructions` (optional) — instructions for the AI agent on how to proceed programmatically.

  After the user completes the action (e.g. authenticates in the browser), poll again with `membrane connection get <id> --json` to check if the state moved to `READY`.

- **`CONFIGURATION_ERROR`** or **`SETUP_FAILED`** — something went wrong. Check the `error` field for details.

### Searching for actions

Search using a natural language description of what you want to do:

```bash
membrane action list --connectionId=CONNECTION_ID --intent "QUERY" --limit 10 --json
```

You should always search for actions in the context of a specific connection.

Each result includes `id`, `name`, `description`, `inputSchema` (what parameters the action accepts), and `outputSchema` (what it returns).

## Popular actions

Use `npx @membranehq/cli@latest action list --intent=QUERY --connectionId=CONNECTION_ID --json` to discover available actions.

### Running actions

```bash
membrane action run <actionId> --connectionId=CONNECTION_ID --json
```

To pass JSON parameters:

```bash
membrane action run <actionId> --connectionId=CONNECTION_ID --input '{"key": "value"}' --json
```

The result is in the `output` field of the response.


### Proxy requests

When the available actions don't cover your use case, you can send requests directly to the Privacera API through Membrane's proxy. Membrane automatically appends the base URL to the path you provide and injects the correct authentication headers — including transparent credential refresh if they expire.

```bash
membrane request CONNECTION_ID /path/to/endpoint
```

Common options:

| Flag | Description |
|------|-------------|
| `-X, --method` | HTTP method (GET, POST, PUT, PATCH, DELETE). Defaults to GET |
| `-H, --header` | Add a re