Product

One Agent. Every AI Surface. Every Client.

Proctored is a single binary for macOS, Windows and Linux that governs AI use for every browser, every desktop AI app, command-line tools and MCP servers, and reports to a console the MSP runs for all its clients. Here is what it does, with the screens that do it.

Tooth & Nail DentalProctored by Cascade Technologies
ProtectedAI use on this device follows Tooth & Nail Dental's policy.
212Checked
3Blocked
1Warned
2Redacted
Blocked · ChatGPTPayment card number · 09:14
BLOCK
Sent with a reason · ClaudeMedical record number · "referral letter" · 08:52
WARN
Exception request · NotionCustomer list · waiting for approval
PENDING
See

Shadow AI, to the Product. And the Account Behind It.

A catalog of 162 AI apps, embedded AI features and web channels, each Approved, Unapproved, Blocked or Not managed per client: chat, coding, agents, image and voice, meeting recorders, legal and clinical AI, browser AI extensions, enterprise model APIs and local runtimes. Proctored tells Claude from Claude Code and ChatGPT from Codex by client signature, even on shared domains, so each has its own status and its own evidence. Installed desktop apps, running processes and local LLM runtimes are inventoried on every check-in.

The agent learns which account each AI app is signed in to, from the app's own session, and classifies it against the client's work domains. An app set to "Work accounts only" refuses prompts from a personal account and tells the user to switch.

  • Coverage evidence per app from real devices: verified, inspected, seen-not-inspected, regressed
  • A blocked app that is installed, a personal account on a work tool: alerts
  • Custom apps by domain or client signature
Applications · Tooth & Nail Dentalaccounts seen, 30 days
ChatGPTOpenAI · 412 requests · 23 users · 2 personal accounts refused
VERIFIEDAPPROVED · WORK ONLY
ClaudeAnthropic · 188 requests · 11 users
VERIFIEDAPPROVED
Claude CodeAnthropic · by client signature · 96 requests · 4 users
VERIFIEDAPPROVED
Microsoft CopilotMicrosoft · 240 requests
INSPECTED, UNPROVENAPPROVED
DeepSeekDeepSeek · 3 blocked attempts this week
NO TRAFFICBLOCKED
LM Studio (local)installed on DEV-MBP-02 · running
SEENUNAPPROVED
Control

Sensitive Data Stops at the Device

Rules combine detectors, severity, channels and app status with an action: monitor, warn with a business reason, redact in place, or block. The MSP baseline applies to every client; each client adds its own; the strongest action wins.

  • 43 detectors with checksum validation and context: payment cards, IBAN, bank and routing numbers, SSNs, passports, licences, dates of birth, MRN, NPI, ICD-10, API and private keys for the major clouds and services, JWTs, connection strings, CUI and classification markings, harmful prompts.
  • Seven document types from weighted signals: contracts, financial statements, HR records, medical records, customer lists, credential files, source code.
  • Custom lists and exact data match: customer identifiers hashed on upload, never stored or sent to devices in the clear.
  • Every format: JSON, form, protobuf and WebSocket prompts; Word, Excel (every sheet, as rows), PowerPoint, PDF, text and code uploads; the text inside screenshots, read with the device's own OCR. Files nothing can be read from are logged, or held.
  • Both directions: AI responses are scanned too, so a model that repeats patient data into the chat is logged.
Policies · Tooth & Nail Dentalbaseline + client rules
Block credentials and secretsBLOCK
Baseline · API keys, private keys, passwords, connection strings · every app · no exceptions
Block prompt injection and jailbreaksBLOCK
Baseline · instruction override, system-prompt extraction, hidden directives in files · no exceptions
PHI to approved apps only, after a warningWARN
HIPAA template · MRN, NPI, ICD-10, medical records · unapproved apps: block
Redact government IDsREDACT
Personal data template · SSN, passport, driver's licence · sent with the data removed
Patient list (exact match, 4,210 rows)BLOCK
Client rule · hashed on upload · exceptions allowed
Monitor all sensitive dataMONITOR
Baseline · every finding is an event, even when nothing is blocked
Exceptions

A Block That Doesn't End in a Help-Desk Call

An employee who hits a block asks for a temporary exception from the block page or the device panel, with a business reason and a duration: an hour, four, a day, a week. The request raises an alert, lands in your PSA like any other, and is decided under Exceptions: approve for the requested time or another, deny with a note, revoke later. The user gets a notification and sends the message again.

Approvals are grants signed for that one device and re-checked by the console on every message sent under them; a claim from another device is refused and raised. Rules nobody should get around, such as secrets and prompt injection, never admit exceptions. Records hold the data types found and the reason, never the content.

Exceptions · Tooth & Nail Dentalpending
Customer list → NotionASKED FOR 4 HOURS
m.ortiz on FRONT-DESK-03 · rule: Patient list · "reconciling Q3 renewals with the billing export"
APPROVE…DENY
Medical record number → ClaudeASKED FOR 1 HOUR
dr.patel on EXAM-ROOM-2 · rule: PHI to approved apps · "summarising a referral letter for a specialist"
APPROVE…DENY
approved grants: device-bound · time-limited · every use logged · 2 active, 11 this month
MCP governance

The Tools Behind the Agents

Model Context Protocol servers give AI clients their hands: repositories, databases, CRMs, payment systems, the local filesystem. Proctored reads the servers configured in Claude Code, Claude Desktop, Cursor, VS Code and Windsurf from the clients' own files (nothing is executed; secrets are masked on the device), labels them from a catalog with what each can reach, and alerts on first sighting.

Remote servers are approved or blocked per client. Blocked ones are refused at connect time. Approved ones are decrypted and every tool call is checked with the client's rules, so a card number pushed into a CRM by an agent is stopped, with the tool named on the event. Local servers run on the device and are inventoried and flagged.

MCP Servers · Tooth & Nail Dentalseen on devices
GitHub (local server)Claude Code · 3 devices · npx @modelcontextprotocol/server-github
HIGH REACHLOCAL · FLAGGED
NotionCursor, Claude Desktop · 2 devices · mcp.notion.com · 14 calls, 1 stopped
MEDIUM REACHAPPROVED · INSPECTED
StripeClaude Code · 1 device · mcp.stripe.com
HIGH REACHBLOCKED
internal-toolsClaude Desktop · 1 device · tools.toothnail.internal · not in the catalog
UNKNOWNDECIDE
Beyond AI

The Same Rules, Four More Channels. No Second Product.

Removable Media

Allow, read-only or block, with serial-number exceptions. Files copied to USB are inspected and can be stopped; the drive, its serial and the user are on the event.

Clipboard

Monitor, warn, redact in place or clear when sensitive data is copied. The same detectors, the same rules.

Data at Rest

Scheduled discovery of user folders for sensitive documents: paths and categories only, never content. Evidence for HIPAA media controls, PCI 9.4 and CMMC MP.L2-3.8.7.

Zero-Trust Access

Internal apps published by name through a connector that dials out from the client's network; access by SSO user and group, device posture and agent version; every session logged. No VPN, no inbound ports.

Prove

Evidence an Auditor Can Verify

A printable AI Governance Report per client: usage, protection, shadow AI, personal accounts, coverage, policy changes and control evidence mapped to HIPAA, PCI DSS, CMMC, SOC 2, ISO/IEC 42001, NIST AI RMF, GDPR and GLBA. Monthly snapshots are frozen with a SHA-256 digest; the audit log is hash-chained and verifiable in the console; evidence bundles and CSVs go to the client's own auditor; a read-only, cursor-paged API feeds your SIEM.

Coverage is evidence too: every app shows what real devices have seen, and when an app that was inspected starts going by uninspected, which is what a vendor wire-format change looks like, you get a coverage alert before a user reports a bypass. A browser self-test proves the path from every installed browser in one click.

AI Governance Report · SeptemberHIPAA control evidence
164.308(a)(1) Risk managementShadow AI inventory · 2 unapproved apps found, 1 blocked
EVIDENCED
164.312(a)(1) Access controlWork accounts only on ChatGPT · 3 personal accounts refused
EVIDENCED
164.312(b) Audit controls1,284 events · audit chain verified
EVIDENCED
164.312(e)(1) Transmission securityPHI blocked to unapproved AI apps · 7 events
EVIDENCED
164.310(d)(1) Device and media controlsUSB read-only on 62 devices · 2 copies stopped
EVIDENCED
snapshot sha256 27e3760e32ff…9014f · frozen 2026-10-01 · verify in console
On the device

A Panel People Understand, With Your Name on It

A tray icon shows protection status, the client and the MSP, today's checks and blocks, which AI tools are approved, the data rules that apply, recent activity, exception requests and their status, and a "check before you send" box that tests text on the device without recording it. The help contact is the MSP's own.

When something is blocked, the page says what was found, which approved tools the person can use instead, and how to ask for an exception. No mystery errors.

Platforms and deployment

macOS, Windows, Linux. Silent From Your RMM.

  • One installer per platform for all your clients; the client ID is the only input. Signed and notarized on macOS.
  • A protected system service owns enforcement on Windows and macOS; Linux runs in the user session.
  • Silent, signature-verified updates; re-imaged devices resume their own record.
  • Command-line tools and SDKs are covered through the machine environment, so Claude Code and Codex are governed too.

What It Takes to Run Security & Privacy

See it on a real device

A Demo Takes Thirty Minutes and Runs on a Real Machine, Not Slides

A real block, a real exception approved, the MCP page, and the report, on a test device with you watching.

Request a DemoThe Business Case for MSPs