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🎉 Phase 1 Complete - New Features

What's New?

Your Azure MCP FastAPI Agent now includes Phase 1 enterprise features:

✅ 1. RBAC + Agent Visibility

Users now see only agents they have permission to access based on their role.

✅ 2. RAG Integration

Agents can search Azure AI Search and SharePoint with user permissions.

✅ 3. OAuth Identity Passthrough (MCP)

Already working - user context flows through all operations.

🚀 Quick Start

1. View Your New Features

Check user roles:

curl http://localhost:8000/api/user-roles \
  -H "Authorization: Bearer YOUR_TOKEN"

See filtered agents:

curl http://localhost:8000/api/agents \
  -H "Authorization: Bearer YOUR_TOKEN"

Check RAG configuration:

curl http://localhost:8000/api/rag/config

2. Install New Dependencies

cd backend
pip install -r requirements.txt

New package: azure-search-documents==11.4.0

3. Configure (Optional)

To enable RAG features, add to your .env:

# Azure AI Search (optional)
AZURE_AI_SEARCH_ENDPOINT=https://your-search.search.windows.net
AZURE_AI_SEARCH_KEY=your_api_key
AZURE_AI_SEARCH_INDEX=documents

# SharePoint (optional)
SHAREPOINT_ENABLED=true
SHAREPOINT_SITE_URL=https://company.sharepoint.com/sites/knowledge

📚 Documentation

Document Description
PHASE1_SUMMARY.md 📊 Executive summary
PHASE1_IMPLEMENTATION.md 📖 Complete guide
PHASE1_QUICK_REFERENCE.md ⚡ Quick reference

🎯 Key Features

RBAC (Role-Based Access Control)

Roles:

  • admin - See all agents
  • analyst - See data/analytics agents
  • user - See basic chat agents
  • guest - See public agents only

Automatically assigned based on:

  • Email domain (e.g., admin@admin.com → admin)
  • Email keywords (e.g., analyst@ → analyst)
  • Azure AD groups (optional)

Customize in: backend/rbac.py

RAG (Retrieval-Augmented Generation)

Data Sources:

  • Azure AI Search - Semantic search on indexed documents
  • SharePoint - Live access via Microsoft Graph API

Security:

  • Uses OAuth Identity Passthrough (MCP)
  • Users see only documents they can access
  • Permission filtering on all searches

OAuth Consent: For SharePoint, additional permissions needed:

  • Sites.Read.All
  • Files.Read.All
  • User.Read

🔧 New API Endpoints

RBAC

  • GET /api/user-roles - Get current user's roles
  • GET /api/agents - Get filtered agents (by role)

RAG

  • POST /api/rag/search - Search knowledge base
  • GET /api/rag/config - Get RAG status
  • POST /api/rag/consent - Request OAuth consent

📦 Files Changed

New Files (6)

  1. backend/rbac.py - RBAC implementation
  2. backend/rag_integration.py - RAG service
  3. backend/.env.template - Updated template
  4. docs/PHASE1_IMPLEMENTATION.md
  5. docs/PHASE1_QUICK_REFERENCE.md
  6. docs/PHASE1_SUMMARY.md

Modified Files (4)

  1. backend/main.py - Added RBAC & RAG
  2. backend/config.py - Added RAG settings
  3. backend/requirements.txt - Added dependency
  4. src/services/api.ts - Added RAG methods

✅ Testing Checklist

RBAC:

  • Users see different agents based on role
  • /api/user-roles shows correct roles
  • Admin users see all agents

RAG (if configured):

  • Azure AI Search returns results
  • SharePoint search works
  • Permission filtering works
  • OAuth consent flow works

🎨 Customization

Change Who Gets Admin Role

Edit backend/rbac.py:

# Add your admin domains
admin_domains = ["admin.com", "yourdomain.com"]

# Add specific admin emails
admin_emails = ["admin@company.com"]

Change Agent Visibility Rules

Edit backend/rbac.py:

DEFAULT_AGENT_PERMISSIONS = {
    "your-agent-name": {UserRole.ADMIN, UserRole.ANALYST},
    # Add more patterns
}

🆘 Troubleshooting

RBAC Issues:

  • Check role assignment in backend/rbac.py
  • Verify email patterns match your org
  • Add logging to see assigned roles

RAG Issues:

  • Verify Azure AI Search endpoint/key
  • Check SharePoint permissions in Azure AD
  • Use /api/rag/consent for SharePoint access

🚀 What's Next?

Test Locally

cd backend
python main.py

Customize for Your Organization

  1. Edit RBAC rules in backend/rbac.py
  2. Add your admin emails/domains
  3. Test with different user accounts

Enable RAG (Optional)

  1. Set up Azure AI Search or SharePoint
  2. Add environment variables
  3. Grant Azure AD permissions
  4. Test search endpoints

Deploy

  1. Update production environment variables
  2. Grant Azure AD permissions for SharePoint
  3. Test with real users
  4. Monitor logs for RBAC/RAG activity

📞 Support

Check Status:

Documentation:

  • Read the implementation guide
  • Check quick reference
  • Review troubleshooting section

Logs:

  • Look for "✓ RBAC enabled"
  • Look for "✓ RAG enabled"
  • Check role assignments in logs

🎊 Summary

✅ All Phase 1 Requirements Met:

  1. OAuth Identity Passthrough (MCP) - Already working
  2. RBAC + Agent Visibility - ✨ Newly implemented
  3. RAG Integration - ✨ Newly implemented

Next Steps:

  1. Test the new features
  2. Customize for your organization
  3. Configure RAG sources (optional)
  4. Deploy to production

Zero Breaking Changes:

  • All existing features work as before
  • New features are additive
  • RBAC defaults to allowing access
  • RAG is optional

🎉 Congratulations! Your application now has enterprise-grade RBAC and RAG capabilities!