CISO Assistant Bootstrap

Guide users through CISO Assistant initial setup using MCP server tools.

Prerequisites

Before starting:

1. Verify MCP server connectivity - Check that ciso-assistant MCP server is available in your tools. Test with:

   get_folders()  # Should return a list of folders
   

2. If MCP tools are not available:

   • Ask user to verify MCP server is configured in their Claude Code settings
   • Check .mcp.json or MCP configuration includes ciso-assistant server
   • Ensure API_URL and TOKEN environment variables are set
   • As a last resort, fall back to direct API calls (see Fallback section)

3. Backend must be running - CISO Assistant backend at the configured API_URL

Bootstrap Flow

Always use MCP tools as the primary method. They provide:

• Automatic name-to-ID resolution (no need to track UUIDs)
• Better error handling with guidance
• Consistent response formatting

1. Gather Information

Ask the user about:

Organization Structure

• Domain name(s) and hierarchy (e.g., "IT Security", "Compliance", "Operations")
• Perimeter(s) for each domain (assessment scopes)

Focus Area

• Compliance-focused (framework audits)
• Risk-focused (risk assessments)
• Both

Industry (for framework recommendations)

• See references/frameworks-by-industry.md for mapping

Risk Assessment Type (if risk-focused or both)

• Qualitative (matrix-based): most common approach, uses probability/impact scales (3x3, 4x4, 5x5)
• Quantitative: advanced monetary modeling with distributions, Monte Carlo simulations

Assets

• Primary assets (PR): core business assets (data, applications, processes)
• Supporting assets (SP): infrastructure supporting primary assets

Third Parties (if applicable)

• Critical vendors/suppliers (entities)
• Solutions they provide
• Criticality level (0-4)

2. Create Resources via MCP (Order Matters)

Execute MCP tools in this order:

1. create_folder(name, description)
   └─ 2. create_perimeter(name, description, folder)
         └─ 3. create_asset(name, description, asset_type, folder)
         └─ 4. import_stored_library(library_urn)
         └─ 5a. create_risk_assessment(name, risk_matrix, perimeter)
         └─ 5b. create_compliance_assessment(name, framework, perimeter)
         └─ 6. create_entity(name, folder, ...)
               └─ 7. create_solution(name, provider_entity, criticality, assets)

Note: MCP tools accept names directly (e.g., folder="My Domain") - no need to look up IDs first.

3. Key MCP Tools

Organization:

• create_folder(name, description, parent_folder) - Create domain
• create_perimeter(name, description, folder) - Create assessment scope

Assets:

• create_asset(name, description, asset_type, folder) - asset_type: "PR" or "SP"

Frameworks:

• get_stored_libraries(object_type="framework") - List available frameworks
• import_stored_library(library_urn) - Load framework (e.g., "urn:intuitem:risk:library:iso27001-2022")

Risk Assessment (Qualitative):

• get_risk_matrices() - List available matrices
• create_risk_assessment(name, risk_matrix, perimeter) - Create assessment

Risk Assessment (Quantitative):

• create_quantitative_risk_study(name, distribution_model, loss_threshold, ...) - Create study

Compliance:

• create_compliance_assessment(name, framework, perimeter) - Create audit

TPRM:

• create_entity(name, folder, description, country, currency, default_dependency, default_maturity, default_trust) - Create vendor
• create_solution(name, provider_entity, criticality, assets) - Create service
• create_representative(email, entity, first_name, last_name, role) - Create contact

4. Example Bootstrap Session

User: "I want to set up CISO Assistant for my healthcare startup"

1. Verify MCP connectivity:
   get_folders()  # Confirm MCP server responds

2. Ask clarifying questions:
   - "What domains do you need? (e.g., IT, Compliance, Operations)"
   - "Are you focused on compliance, risk management, or both?"
   - "Do you prefer qualitative (matrix-based) or quantitative risk assessment?"
   - "What are your critical assets? (applications, databases, etc.)"
   - "Do you have critical third-party vendors to track?"

3. Based on healthcare industry, recommend:
   - HIPAA-related frameworks
   - ISO 27001:2022
   - NIST CSF 2.0

4. Create resources via MCP tools:
   create_folder("HealthTech Corp", "Main organization domain")
   create_perimeter("Production Environment", "Production systems scope", folder="HealthTech Corp")
   create_asset("Patient Portal", "Main patient-facing application", "PR", folder="HealthTech Corp")
   create_asset("AWS Infrastructure", "Cloud hosting", "SP", folder="HealthTech Corp")
   import_stored_library("urn:intuitem:risk:library:iso27001-2022")
   create_compliance_assessment("ISO 27001 Audit 2025", framework="ISO 27001:2022", perimeter="Production Environment")
   create_entity("AWS", folder="HealthTech Corp", description="Cloud provider")
   create_solution("Cloud Hosting", provider_entity="AWS", criticality=3, assets=["AWS Infrastructure"])

Risk Matrix Selection

For qualitative assessments, help user choose:

Use get_risk_matrices() to list available options.

Validation

After setup, verify with MCP tools:

• get_folders() - Confirm domains created
• get_perimeters(folder) - Confirm scopes
• get_assets(folder) - Confirm assets
• get_loaded_libraries() - Confirm frameworks loaded
• get_entities(folder) - Confirm third parties

Fallback: Direct API Calls

Only use if MCP tools are unavailable. Requires manual UUID tracking.

Read token from .mcp.json or ask user for it, then:

# Create folder
curl -X POST "http://localhost:8000/api/folders/" \
  -H "Authorization: Token <TOKEN>" \
  -H "Content-Type: application/json" \
  -d '{"name": "My Domain", "description": "..."}'

# Create perimeter (requires folder UUID from previous response)
curl -X POST "http://localhost:8000/api/perimeters/" \
  -H "Authorization: Token <TOKEN>" \
  -H "Content-Type: application/json" \
  -d '{"name": "common", "folder": "<folder_uuid>"}'

# Similar pattern for other endpoints:
# POST /api/assets/
# POST /api/stored-libraries/<urn>/import/
# POST /api/risk-assessments/
# POST /api/compliance-assessments/
# POST /api/entities/
# POST /api/solutions/