# Zitadel Knowledge Patch

> Zitadel

- Skill: `nevaberry/zitadel-knowledge-patch-2` (Agent Skill, multi-file: 11 files)
- Install (CLI): `npx skillmds@latest add nevaberry/zitadel-knowledge-patch-2`
- Raw SKILL.md: https://api.skillmd.com/api/skills/nevaberry/zitadel-knowledge-patch-2/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- License: MIT
- Author: nevaberry (https://skillmd.com/u/nevaberry)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/nevaberry/zitadel-knowledge-patch-2

---



# ZITADEL Knowledge Patch

Use this skill when designing, upgrading, integrating, or operating ZITADEL. Start with the breaking changes for upgrades, API migrations, custom Login work, Actions migration, and self-hosted deployments, then load only the topic reference needed for the task.

## Reference index

| Reference | Topics |
|---|---|
| [release-changes-by-topic.md](references/release-changes-by-topic.md) | Upgrade hazards, security and authorization corrections, Login behavior, API transitions, identity providers, Console, telemetry, setup, and maintenance changes |
| [api-and-protocols.md](references/api-and-protocols.md) | Legacy and resource-based APIs, ConnectRPC, SCIM, OIDC, OAuth, JWT assertions, claims, logout, SAML, and probes |
| [actions.md](references/actions.md) | Actions V2 targets and executions, payload verification, mutation contracts, V1 migration, and session-concurrency policy |
| [integrations-and-idps.md](references/integrations-and-idps.md) | Organization bootstrap, external identity providers, LDAP, service accounts, System API authentication, and audit events |
| [login-and-management.md](references/login-and-management.md) | Login selection, settings, organizations, projects, notifications, SCIM, Web Keys, custom Login, sessions, MFA, and passkeys |
| [concepts-and-migrations.md](references/concepts-and-migrations.md) | Secret boundaries, password migration, event sourcing, instances, terminology, cross-organization access, and rolling upgrades |
| [application-examples.md](references/application-examples.md) | Iframe embedding, guest users, and restricting Management Console access |
| [sdk-and-clients.md](references/sdk-and-clients.md) | Management clients, Go SDK and OIDC library, Buf generation, and PKCE framework integrations |
| [self-hosting-and-operations.md](references/self-hosting-and-operations.md) | Containers, Compose, configuration, init/setup/start, PostgreSQL, proxies, cache, Helm, telemetry, mirror, blocking, and quotas |

## Breaking changes and deprecations

### Review licensing before upgrading

- Treat the server repository as AGPLv3-licensed from version 3.
- Include license obligations in the upgrade assessment before deploying a newer server.

### Migrate CockroachDB before upgrading

- Current storage is PostgreSQL-only; do not attempt an in-place upgrade from CockroachDB.
- Use `mirror` to transfer event history and required static data.
- Preserve the source encryption keys, keep the selected mirror scope consistent across runs, rerun setup at the destination, and verify the result.
- Read [concepts-and-migrations.md](references/concepts-and-migrations.md) and [self-hosting-and-operations.md](references/self-hosting-and-operations.md) before planning the migration.

### Prefer resource-based APIs

- Replace deprecated V1 organization, user, project, member, machine-key, PAT, metadata, and instance operations with resource-based services.
- Expect current services under `v2` or, where documented, `v3`; a version-looking path does not by itself guarantee stability.
- Use ConnectRPC or gRPC for new services. New APIs do not add OpenAPI 2.0 endpoints.
- Move organization context from `x-zitadel-orgid` into the request's `organization_id` field.
- Branch on `zitadel.error.v2.ErrorDetail.slug` only for stable, relational-backed V2 methods.

### Migrate new automation to Actions V2

- Actions V1 is frozen and planned for removal in version 5.
- Host V2 handlers as HTTP endpoints, create a target, and bind its ID to request, response, function, or event conditions.
- Enabling V2 does not disable V1; prevent duplicate side effects during a staged migration.
- Verify HMAC, JWT, or JWE payloads according to the target payload type.
- Legacy embedded Actions cannot rely on access to server files through `require`.

### Design custom Login around sessions

- Use Login V2 and the Session API for new custom Login implementations.
- Treat every returned session token as a replacement and persist only the newest token.
- Complete OIDC, SAML, or device requests with an `IAM_LOGIN_CLIENT` credential and the authenticated session.
- Redirect or form-post using returned callback data; do not construct the protocol callback yourself.
- Keep a passkey Login UI on the relying-party domain where credentials were enrolled.

### Deploy the server as containers

- Use the container path for current self-hosting; direct Linux installation is not the version 4 deployment path.
- Treat Docker Compose as development-oriented unless the topology has been deliberately production-hardened.
- Run `init` once per installation, `setup` for every deployed binary, and `start` only after setup succeeds.
- Route traffic to a new replica only after readiness succeeds.

## API and protocol quick reference

### Keep legacy scopes distinct

| Legacy service | Effective scope | REST prefix | gRPC prefix |
|---|---|---|---|
| Auth | Access-token subject | `/auth/v1/` | `/zitadel.auth.v1.AuthService/` |
| Management | `x-zitadel-orgid`, otherwise subject organization | `/management/v1/` | `/zitadel.management.v1.ManagementService/` |
| Admin | One virtual instance | `/admin/v1/` | `/zitadel.admin.v1.AdminService/` |
| System | Multiple self-hosted instances | `/system/v1/` | `/zitadel.system.v1.SystemService/` |

### Discover OIDC endpoints

- Load `/.well-known/openid-configuration`; paths intentionally span `/oauth/v2/` and `/oidc/v1/`.
- Use authorization code with PKCE for browser applications.
- Do not implement Resource Owner Password Credentials or the SAML OAuth assertion profile; they are unsupported.
- Enable **User Info inside ID Token** only when the ID token itself must contain profile, email, phone, or address claims alongside an access token.
- Validate logout redirects against the client selected by `id_token_hint` or `client_id`.

### Choose machine authentication by caller

| Caller | Credential flow | Critical identity values |
|---|---|---|
| API application | Basic or `private_key_jwt` | Application `clientId`; application key |
| Service account | Client credentials, PAT, or JWT bearer | Service-account user ID; service-account key |
| Self-hosted System API user | Direct signed JWT | Lowercase configured system-user ID; no OAuth exchange |
| Custom Login backend | PAT or service credential | Membership containing `IAM_LOGIN_CLIENT` |

For JWT profiles, set `iss` and `sub` to the same required identifier, use the exact public origin as `aud`, and send the downloaded key ID as `kid`.

## Login and session quick reference

### Complete an OIDC request

1. Proxy the authorization request and capture its request ID.
2. Read `/v2/oidc/auth_requests/{id}`.
3. Build or update a Session API session until policy requirements are met.
4. Save the latest opaque session token after every response.
5. POST the session ID and latest token to the auth-request resource.
6. Redirect the browser to the returned `callbackUrl`.

Use the equivalent `/v2/saml/saml_requests/{id}` bridge for SAML. For HTTP-POST binding, submit the returned `RelayState` and `SAMLResponse` to the returned ACS URL.

### Apply authentication policy deliberately

- Read Login and password-complexity settings instead of hard-coding enabled methods.
- Distinguish password-check, external-login, MFA-initialization, second-factor, and multifactor lifetimes.
- A zero lockout maximum disables lockout; a zero MFA-initialization lifetime suppresses the setup prompt.
- Require verified contact data before SMS or email OTP enrollment.
- Recovery codes are a supported MFA method and become active when added.
- A user-verified passkey satisfies MFA during session-validity checks.
- Do not expose browser flows that request OTP values through `returnCode`.

### Rotate Web Keys safely

1. Create the next key without activating it.
2. Wait at least the JWKS cache age plus client refresh time.
3. Activate the next key; activation deactivates the old key.
4. Retain the old public key through token and `id_token_hint` lifetimes.
5. Delete it only after those signatures no longer need validation.

## Actions V2 quick reference

### Wire a target

```json
{"name":"enrich create-user","restCall":{"interruptOnError":true},"endpoint":"https://actions.example.com/create-user","timeout":"10s"}
```

Create it at `POST /v2/actions/targets`, retain its target ID and signing key, then bind it:

```json
{"condition":{"request":{"method":"/zitadel.user.v2.UserService/CreateUser"}},"targets":["target-id"]}
```

### Return the correct shape

- Decode request and response bodies with protobuf-aware JSON.
- For a Call, return only the modified protobuf request or response, not the surrounding context envelope.
- For a deliberate client error, return HTTP 200 from an interrupting target with `forwardedStatusCode` and `forwardedErrorMessage`.
- Only the best matching condition runs: method over service over all, or event over group over all.
- Event executions are post-storage reactions, never pre-operation guards.

## Self-hosting quick reference

### Preserve the public identity

- Set `ExternalDomain`, `ExternalPort`, and `ExternalSecure` to the exact browser-visible endpoint.
- Preserve the original host through the proxy; rerun setup after changing an external endpoint value.
- Send the core API hop over HTTP/2 or h2c. HTTP/1.1 upstream transport is insufficient.
- Route `/ui/v2/login` to the Login container and other traffic to the core container.

### Preserve secrets and database state

- Supply a master key of exactly 32 bytes and keep it outside the database it decrypts.
- Back up PostgreSQL, especially `eventstore.events`; application containers are stateless.
- Pre-provisioned roles and databases still need the ZITADEL schemas.
- Propagate database credential changes everywhere and manually reassign ownership when changing users.

### Expect eventual consistency

- Treat a successful command as durable even when a list query briefly returns stale projection data.
- Prefer reads by ID when immediate projection catch-up is needed.
- Inspect projection sequence and failed-event tables before replaying or manipulating event state.
- Never infer that event sequences are contiguous.

## Security-sensitive defaults

- Validate JWT identity-provider `exp`, `iat`, audience, issuer, and signature claims.
- Bind authorization codes, refresh tokens, and token exchanges to the correct client and permitted scopes.
- Require a verified external email before identity-provider auto-linking.
- Protect outbound Action, identity-provider, and HTTP-provider connections with target restrictions and the protected HTTP client.
- Escape usernames before embedding them in LDAP filters.
- Use exact HTTPS redirects outside Development Mode and understand its glob syntax before enabling it.
- Review [release-changes-by-topic.md](references/release-changes-by-topic.md) for maintenance releases that change authorization, login, proxy, projection, or token validation behavior.