☁Zero Trust Onboarding
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Architecture & Workflow

A visual map of the whole project: what you're building (the reference architecture) and the order you build it in (the onboarding workflow). Every box is tagged with the module (M1, M2, …) that covers it, so you can jump straight to the how-to.


Reference architecture

The complete picture of what you're building. It secures both directions: your people, devices, and sites reaching out (the main spine), and AI crawlers reaching in to your content (the bottom lane) — all on one global network, with a management plane across the top.

Cloudflare Zero Trust complete reference architecture: a management and observability plane on top; sources and on-ramps on the left connecting through Cloudflare's SASE security stack (identity & posture, Access/ZTNA, Gateway SWG, Shadow IT, Browser Isolation, DLP, AI controls/MCP/AI Gateway, egress control, Magic Firewall) to destinations on the right; and an inbound Agentic Internet lane for AI crawler control at the bottom.
Complete reference architecture — management plane (top), outbound Zero Trust spine (middle), and the inbound Agentic Internet lane (bottom). Badges map each element to its module.

How to read it

  • Top — Management & observability plane: the cross-cutting controls — your identity providers (Entra ID / Okta / Google + SCIM, M2), admins & roles (least-privilege + break-glass, M1b), and observability (Logpush → SIEM, Analytics, Radar).
  • Left — Sources & on-ramps: everything that connects to Cloudflare — managed devices (WARP), BYOD, unmanaged/clientless, AI agents / MCP clients, branch offices (Cloudflare WAN Appliance), and data centers/cloud (IPsec · GRE · CNI · Mesh).
  • Center — Cloudflare's one global network (SASE): each request passes through the full security stack in a single pass close to the user — identity & posture, ZTNA (Access), Gateway SWG, Shadow IT discovery, Browser Isolation, DLP, AI Controls · MCP Portals · AI Gateway, egress control, and Magic Firewall.
  • Right — Destinations: the internet & SaaS, your private apps (via Tunnel/ZTNA), and AI models & MCP servers — all reached securely.
  • Bottom — Inbound (the Agentic Internet): the other direction — AI crawlers & bots hitting your public content, governed by AI Crawl Control · WAF · AI Security for Apps (allow / block / charge), so you can even monetize access with Pay Per Crawl (M7d).

Onboarding workflow

The order to deploy in. Each phase builds on the last, and the golden rule applies throughout: pilot → validate → expand.

Cloudflare Zero Trust onboarding workflow across six phases — Foundation, Devices, Access, Web filtering, Data & AI, Network — ending in Go-live.
Onboarding workflow — six phases from account foundation to network connectivity, then go-live.

The phases

  1. Foundation — account, admins, identity (M1 · M1b · M2)
  2. Devices — enroll the Cloudflare One Client, device profiles, posture (M3 · M3b · M3c)
  3. Access — publish private apps behind ZTNA, connect networks (M4 · M4b)
  4. Web filtering — Gateway, egress/IP control, Browser Isolation, Shadow IT (M5 · M5b · M5c · M5d)
  5. Data & AI — DLP, AI controls, secure AI & MCP (M6 · M7 · M7b)
  6. Network — connect offices and data centers with Cloudflare WAN (M8)

Then go-live: stream logs to your SIEM, validate with a pilot group, expand company-wide, and retire the old VPN.


AI & MCP security — defense in depth

Governing AI is a first-class part of this platform, not an afterthought. As employees adopt AI tools and autonomous MCP agents connect to your systems, Cloudflare applies four layers to every AI interaction — discover what's used, control the apps, protect what goes into prompts, and govern the agents themselves — with a separate WAF layer for the AI apps you build.

Cloudflare AI and MCP security defense-in-depth: users and AI agents pass through four layers — discover shadow AI, control AI apps, protect prompts with DLP, govern MCP agents — before reaching AI models and MCP servers.
AI & MCP security — four defense-in-depth layers between users/agents and AI providers, plus AI Security for Apps (WAF) for the AI you build.

The four layers

  1. Discover shadow AI — find every AI app in use and who's using it (M5d)
  2. Control AI apps — allow approved tools with guardrails; block or isolate the rest (M7 · M5c)
  3. Protect prompts — DLP scans what users type into AI for PII, secrets, and source code (M6 · M7)
  4. Govern MCP agents — MCP portals put agents behind Access with Managed OAuth and per-tool logging (M7b)

And for AI applications you build and expose, AI Security for Apps (WAF) adds prompt-injection and unsafe-topic detection. Full walkthroughs: Module 5d · Module 7 · Module 7b.


Module map

Module Covers In the diagrams
M1 · Account setup Account + Zero Trust org Workflow · Phase 1
M1b · Account administration Roles, members, break-glass Workflow · Phase 1
M2 · Identity provider Corporate login + groups Architecture · Identity
M3 · Device enrollment WARP / Cloudflare One Client Architecture · on-ramp
M3b · Device profiles Per-group client settings Architecture · on-ramp
M3c · Posture checks Device health signals Architecture · Identity
M4 · ZTNA (Access) Per-app access, replaces VPN Architecture · Access
M4b · Connectors Tunnel, Mesh & Appliance Architecture · on-ramp
M5 · Gateway DNS / Network / HTTP + TLS Architecture · Gateway
M5b · Egress policies Dedicated egress, IP version Architecture · Gateway
M5c · Browser Isolation Remote browser (RBI) Architecture · RBI
M5d · Shadow IT & AI adoption Discover & govern SaaS/AI apps AI security · layer 1
M6 · DLP Detect & stop data loss Architecture · DLP
M7 · AI controls Govern AI usage AI security · layer 2–3
M7b · Secure AI & MCP MCP servers + portals AI security · layer 4
M8 · Cloudflare WAN Connect sites & data centers Architecture · on-ramp

👉 New here? Start with Module 1 — Account Setup.