yoda-mcp/docs/operations/runbooks/security.md

Intelligent Planning MCP with Optional Dependencies and Graceful Fallbacks - wise planning through the Force of lean excellence

# Planner MCP Security Runbook

## Overview

This runbook provides comprehensive security procedures for the Planner MCP system, including incident response, vulnerability management, compliance procedures, and security monitoring.

## Security Framework

### Defense in Depth Strategy

```
┌─────────────────────────────────────────────────────────────┐
│                    Physical Security                        │
├─────────────────────────────────────────────────────────────┤
│                   Network Security                          │
│  • Firewalls  • IDS/IPS  • Network Segmentation           │
├─────────────────────────────────────────────────────────────┤
│                   Host Security                             │
│  • OS Hardening  • Patch Management  • Anti-malware       │
├─────────────────────────────────────────────────────────────┤
│                 Application Security                        │
│  • Secure Coding  • Input Validation  • Authentication    │
├─────────────────────────────────────────────────────────────┤
│                    Data Security                            │
│  • Encryption  • Data Classification  • Access Controls   │
└─────────────────────────────────────────────────────────────┘
```

### Security Components

- **Authentication**: OAuth2 + OpenID Connect with MFA
- **Authorization**: Role-Based Access Control (RBAC)
- **Encryption**: AES-256-GCM at rest, TLS 1.3 in transit
- **Monitoring**: Real-time threat detection and SIEM
- **Compliance**: SOC2 Type II, GDPR, ISO 27001

## Security Incident Response

### Incident Classification

| Severity | Description | Response Time | Notification |
|----------|-------------|---------------|-------------|
| **Critical** | Data breach, system compromise | 15 minutes | CEO, Legal, PR |
| **High** | Unauthorized access, malware | 1 hour | CISO, Management |
| **Medium** | Policy violations, suspicious activity | 4 hours | Security team |
| **Low** | Minor security events | 24 hours | Security team |

### Security Incident Types

- **Data Breach**: Unauthorized access to sensitive data
- **System Compromise**: Malware, rootkits, unauthorized system access
- **Insider Threat**: Malicious or negligent insider activity
- **Social Engineering**: Phishing, pretexting, baiting attacks
- **DDoS Attack**: Distributed denial of service attacks
- **Vulnerability Exploitation**: Active exploitation of known vulnerabilities

## Security Monitoring

### Automated Security Monitoring

#### Authentication Monitoring
```bash
# Monitor failed authentication attempts
./scripts/monitor-auth-failures.sh

# Check for brute force attacks
curl -s "http://prometheus:9090/api/v1/query?query=rate(authentication_failures_total[5m]) > 10"

# Monitor privileged account usage
./scripts/monitor-privileged-access.sh
```

#### Network Security Monitoring
```bash
# Check firewall logs for blocked attempts
./scripts/analyze-firewall-logs.sh --since=1h

# Monitor network traffic anomalies
./scripts/network-anomaly-detection.sh

# Check for port scanning
./scripts/detect-port-scanning.sh
```

#### Application Security Monitoring
```bash
# Monitor for SQL injection attempts
./scripts/monitor-sql-injection.sh

# Check for XSS attempts
./scripts/monitor-xss-attempts.sh

# Analyze API abuse patterns
./scripts/api-abuse-detection.sh
```

### Security Alerts

#### Critical Security Alerts

##### Multiple Failed Logins
```yaml
- alert: MultipleFailedLogins
  expr: rate(authentication_failures_total[5m]) > 5
  for: 2m
  labels:
    severity: critical
  annotations:
    summary: "Multiple failed login attempts detected"
    description: "{{ $value }} failed logins per second from {{ $labels.source_ip }}"
```

##### Privileged Account Usage
```yaml
- alert: PrivilegedAccountUsage
  expr: increase(privileged_actions_total[5m]) > 0
  labels:
    severity: warning
  annotations:
    summary: "Privileged account activity detected"
    description: "Privileged action by {{ $labels.user }} at {{ $labels.timestamp }}"
```

##### Suspicious Network Activity
```yaml
- alert: SuspiciousNetworkActivity
  expr: rate(network_connections_blocked_total[5m]) > 10
  for: 1m
  labels:
    severity: high
  annotations:
    summary: "High volume of blocked network connections"
    description: "{{ $value }} blocked connections per second"
```

### Security Dashboard

```javascript
// Security Dashboard Configuration
{
  "dashboard": {
    "title": "Security Dashboard",
    "panels": [
      {
        "title": "Authentication Status",
        "type": "stat",
        "targets": [
          {
            "expr": "rate(authentication_success_total[5m]) / (rate(authentication_success_total[5m]) + rate(authentication_failures_total[5m]))",
            "legendFormat": "Success Rate"
          }
        ]
      },
      {
        "title": "Security Events",
        "type": "graph",
        "targets": [
          {
            "expr": "rate(security_events_total[5m])",
            "legendFormat": "{{ event_type }}"
          }
        ]
      },
      {
        "title": "Threat Detection",
        "type": "table",
        "targets": [
          {
            "expr": "threat_score > 75",
            "format": "table"
          }
        ]
      }
    ]
  }
}
```

## Security Incident Procedures

### Data Breach Response

#### Immediate Actions (0-15 minutes)

1. **Contain the Breach**
   ```bash
   # Isolate affected systems
   ./scripts/isolate-system.sh --system=$AFFECTED_SYSTEM
   
   # Block suspicious IP addresses
   ./scripts/block-ip.sh --ip=$SUSPICIOUS_IP
   
   # Disable compromised accounts
   ./scripts/disable-account.sh --user=$COMPROMISED_USER
   ```

2. **Assess Impact**
   ```bash
   # Check data access logs
   ./scripts/analyze-data-access.sh --since="1 hour ago"
   
   # Identify affected data
   ./scripts/identify-affected-data.sh
   
   # Calculate breach scope
   ./scripts/calculate-breach-scope.sh
   ```

3. **Notify Incident Team**
   ```bash
   # Send critical alert
   ./scripts/send-security-alert.sh --severity=critical --type=data_breach
   
   # Create incident ticket
   ./scripts/create-incident.sh --type=security --priority=P0
   ```

#### Investigation Phase (15 minutes - 4 hours)

1. **Forensic Analysis**
   ```bash
   # Create system images for analysis
   ./scripts/create-forensic-image.sh --system=$AFFECTED_SYSTEM
   
   # Collect log evidence
   ./scripts/collect-security-logs.sh --timeframe="24 hours"
   
   # Analyze attack vectors
   ./scripts/analyze-attack-vector.sh
   ```

2. **Impact Assessment**
   ```bash
   # Identify compromised data types
   ./scripts/classify-compromised-data.sh
   
   # Count affected records
   ./scripts/count-affected-records.sh
   
   # Assess regulatory implications
   ./scripts/assess-regulatory-impact.sh
   ```

3. **Evidence Preservation**
   ```bash
   # Secure evidence chain
   ./scripts/secure-evidence.sh --case=$CASE_ID
   
   # Document findings
   ./scripts/document-findings.sh --case=$CASE_ID
   ```

#### Recovery Phase (4-24 hours)

1. **System Recovery**
   ```bash
   # Patch vulnerabilities
   ./scripts/emergency-patch.sh --vulnerability=$CVE_ID
   
   # Reset compromised credentials
   ./scripts/reset-credentials.sh --scope=$AFFECTED_SCOPE
   
   # Restore from clean backups
   ./scripts/restore-clean-backup.sh --timestamp=$CLEAN_TIMESTAMP
   ```

2. **Security Hardening**
   ```bash
   # Enable additional monitoring
   ./scripts/enable-enhanced-monitoring.sh
   
   # Implement additional controls
   ./scripts/implement-security-controls.sh
   
   # Update security configurations
   ./scripts/update-security-config.sh
   ```

### System Compromise Response

#### Malware Detection and Removal

1. **Immediate Isolation**
   ```bash
   # Isolate infected systems
   ./scripts/quarantine-system.sh --system=$INFECTED_SYSTEM
   
   # Block network communication
   ./scripts/block-network.sh --system=$INFECTED_SYSTEM
   
   # Preserve evidence
   ./scripts/preserve-evidence.sh --system=$INFECTED_SYSTEM
   ```

2. **Malware Analysis**
   ```bash
   # Scan for malware
   ./scripts/malware-scan.sh --system=$INFECTED_SYSTEM
   
   # Analyze malware samples
   ./scripts/analyze-malware.sh --sample=$MALWARE_SAMPLE
   
   # Check for lateral movement
   ./scripts/check-lateral-movement.sh
   ```

3. **System Cleaning**
   ```bash
   # Remove malware
   ./scripts/remove-malware.sh --system=$INFECTED_SYSTEM
   
   # Verify system integrity
   ./scripts/verify-system-integrity.sh --system=$INFECTED_SYSTEM
   
   # Update antivirus definitions
   ./scripts/update-antivirus.sh
   ```

### Insider Threat Response

#### Detection and Investigation

1. **User Activity Analysis**
   ```bash
   # Analyze user access patterns
   ./scripts/analyze-user-activity.sh --user=$SUSPICIOUS_USER
   
   # Check data access logs
   ./scripts/check-data-access.sh --user=$SUSPICIOUS_USER
   
   # Review privilege escalations
   ./scripts/review-privilege-escalation.sh --user=$SUSPICIOUS_USER
   ```

2. **Behavioral Analysis**
   ```bash
   # Detect anomalous behavior
   ./scripts/behavioral-analysis.sh --user=$SUSPICIOUS_USER
   
   # Check for policy violations
   ./scripts/check-policy-violations.sh --user=$SUSPICIOUS_USER
   
   # Analyze communication patterns
   ./scripts/analyze-communications.sh --user=$SUSPICIOUS_USER
   ```

3. **Response Actions**
   ```bash
   # Temporarily suspend access
   ./scripts/suspend-user-access.sh --user=$SUSPICIOUS_USER
   
   # Enable additional monitoring
   ./scripts/enable-user-monitoring.sh --user=$SUSPICIOUS_USER
   
   # Document investigation
   ./scripts/document-investigation.sh --case=$CASE_ID
   ```

## Vulnerability Management

### Vulnerability Scanning

#### Automated Scanning

```bash
# Daily vulnerability scans
./scripts/daily-vulnerability-scan.sh

# Web application scanning
./scripts/web-app-security-scan.sh

# Infrastructure scanning
./scripts/infrastructure-scan.sh

# Database security scan
./scripts/database-security-scan.sh
```

#### Manual Security Testing

```bash
# Penetration testing
./scripts/run-penetration-test.sh --scope=web-application

# Social engineering testing
./scripts/social-engineering-test.sh --target=employees

# Physical security assessment
./scripts/physical-security-assessment.sh
```

### Vulnerability Response

#### Critical Vulnerabilities (CVSS > 9.0)

1. **Emergency Response**
   ```bash
   # Assess exploitability
   ./scripts/assess-vulnerability.sh --cve=$CVE_ID
   
   # Check for active exploitation
   ./scripts/check-exploitation.sh --cve=$CVE_ID
   
   # Implement emergency mitigations
   ./scripts/emergency-mitigation.sh --cve=$CVE_ID
   ```

2. **Patch Management**
   ```bash
   # Test patches in staging
   ./scripts/test-patch.sh --patch=$PATCH_ID --environment=staging
   
   # Deploy emergency patches
   ./scripts/deploy-emergency-patch.sh --patch=$PATCH_ID
   
   # Verify patch effectiveness
   ./scripts/verify-patch.sh --patch=$PATCH_ID
   ```

#### High Vulnerabilities (CVSS 7.0-8.9)

1. **Scheduled Response** (Within 7 days)
   ```bash
   # Plan remediation
   ./scripts/plan-remediation.sh --cve=$CVE_ID
   
   # Schedule maintenance window
   ./scripts/schedule-maintenance.sh --window="next-weekend"
   
   # Deploy patches
   ./scripts/deploy-patch.sh --patch=$PATCH_ID --window=$WINDOW_ID
   ```

## Compliance Management

### SOC2 Type II Compliance

#### Access Controls

1. **User Access Reviews**
   ```bash
   # Quarterly access review
   ./scripts/quarterly-access-review.sh
   
   # Generate access report
   ./scripts/generate-access-report.sh --quarter=Q1
   
   # Review privileged accounts
   ./scripts/review-privileged-accounts.sh
   ```

2. **System Access Monitoring**
   ```bash
   # Monitor system access
   ./scripts/monitor-system-access.sh
   
   # Review access logs
   ./scripts/review-access-logs.sh --period=monthly
   
   # Generate compliance report
   ./scripts/generate-compliance-report.sh --standard=SOC2
   ```

#### Data Protection

1. **Encryption Compliance**
   ```bash
   # Verify encryption status
   ./scripts/verify-encryption.sh --scope=all
   
   # Check key management
   ./scripts/audit-key-management.sh
   
   # Test encryption effectiveness
   ./scripts/test-encryption.sh
   ```

2. **Data Retention**
   ```bash
   # Review data retention policies
   ./scripts/review-retention-policies.sh
   
   # Implement data purging
   ./scripts/purge-old-data.sh --retention-period=7years
   
   # Document data handling
   ./scripts/document-data-handling.sh
   ```

### GDPR Compliance

#### Data Subject Rights

1. **Data Access Requests**
   ```bash
   # Process access request
   ./scripts/process-access-request.sh --request-id=$REQUEST_ID
   
   # Generate data export
   ./scripts/export-user-data.sh --user-id=$USER_ID
   
   # Verify data completeness
   ./scripts/verify-data-export.sh --export-id=$EXPORT_ID
   ```

2. **Data Deletion Requests**
   ```bash
   # Process deletion request
   ./scripts/process-deletion-request.sh --request-id=$REQUEST_ID
   
   # Verify data deletion
   ./scripts/verify-data-deletion.sh --user-id=$USER_ID
   
   # Generate deletion certificate
   ./scripts/generate-deletion-certificate.sh --request-id=$REQUEST_ID
   ```

#### Privacy Impact Assessments

```bash
# Conduct privacy impact assessment
./scripts/privacy-impact-assessment.sh --feature=$NEW_FEATURE

# Review data processing activities
./scripts/review-data-processing.sh

# Update privacy documentation
./scripts/update-privacy-docs.sh
```

## Security Testing

### Penetration Testing

#### External Testing

```bash
# Network penetration test
./scripts/external-pentest.sh --scope=network

# Web application penetration test
./scripts/web-app-pentest.sh --target=$WEB_APP_URL

# Social engineering test
./scripts/social-engineering-test.sh --employees=sample
```

#### Internal Testing

```bash
# Internal network assessment
./scripts/internal-network-test.sh

# Privilege escalation testing
./scripts/privilege-escalation-test.sh

# Lateral movement testing
./scripts/lateral-movement-test.sh
```

### Security Code Review

```bash
# Automated code security scan
./scripts/security-code-scan.sh --branch=main

# Manual security code review
./scripts/manual-security-review.sh --pull-request=$PR_ID

# Dependency vulnerability scan
./scripts/dependency-vuln-scan.sh
```

## Incident Documentation

### Security Incident Report Template

```markdown
# Security Incident Report

**Incident ID**: SEC-2024-001
**Date**: 2024-01-15
**Severity**: Critical
**Status**: Resolved

## Executive Summary
Brief description of the incident and its impact.

## Incident Timeline
- **14:30** - Initial detection
- **14:45** - Incident team assembled
- **15:00** - Containment measures implemented
- **16:30** - Root cause identified
- **18:00** - Systems restored
- **19:00** - Incident closed

## Technical Details
### Attack Vector
Description of how the attack occurred.

### Systems Affected
- System A: Data exposure
- System B: Service disruption

### Data Impact
- Records affected: 1,000 customer records
- Data types: Names, email addresses
- Sensitivity: PII

## Response Actions
### Immediate Actions
- Isolated affected systems
- Blocked malicious IPs
- Notified incident team

### Investigation
- Forensic analysis completed
- Evidence preserved
- Timeline reconstructed

### Recovery
- Systems restored from clean backups
- Patches applied
- Security controls enhanced

## Lessons Learned
### What Went Well
- Quick detection and response
- Effective containment
- Good team coordination

### Areas for Improvement
- Need better monitoring
- Update response procedures
- Additional staff training

## Preventive Measures
- Implement additional monitoring
- Update security policies
- Conduct security training
- Regular security assessments

## Regulatory Notifications
- Data Protection Authority: Notified within 72 hours
- Affected customers: Notified within 30 days
- Regulatory response: Compliant

## Appendices
- Forensic analysis report
- Communication logs
- Evidence inventory
```

## Security Training

### Security Awareness Training

```bash
# Schedule security training
./scripts/schedule-security-training.sh --audience=all-employees

# Track training completion
./scripts/track-training-completion.sh

# Generate training reports
./scripts/generate-training-report.sh --period=quarterly
```

### Phishing Simulation

```bash
# Run phishing simulation
./scripts/phishing-simulation.sh --target=employees

# Analyze results
./scripts/analyze-phishing-results.sh

# Provide additional training
./scripts/targeted-training.sh --users=$FAILED_USERS
```

## Business Continuity

### Security-Related Continuity

```bash
# Security system failover
./scripts/security-failover.sh --system=$SECURITY_SYSTEM

# Maintain security during DR
./scripts/maintain-security-during-dr.sh

# Security verification after recovery
./scripts/security-verification-post-recovery.sh
```

## Contact Information

### Security Team
- **CISO**: @security-ciso
- **Security Team**: @security-team
- **Incident Response**: @incident-response

### External Contacts
- **Legal Counsel**: legal@company.com
- **Law Enforcement**: FBI Cyber Division
- **Regulatory Authorities**: Data Protection Authority

### Emergency Contacts
- **Security Hotline**: +1-xxx-xxx-xxxx
- **After-hours Security**: +1-xxx-xxx-xxxx
- **Executive Escalation**: +1-xxx-xxx-xxxx

---

**Last Updated**: {current_date}  
**Version**: 1.0  
**Owner**: Security Team