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Access model

Cost Optix requests read-only access to your cloud accounts and clusters. It never creates, modifies, or deletes resources, and never makes purchases on your behalf. This is enforced by the permissions you grant, not only by our code. The IAM policy in the AWS setup guide contains no write actions. The GCP setup grants roles/billing.viewer, roles/bigquery.user, and roles/bigquery.dataViewer and nothing else. If Cost Optix ever attempted a write, your cloud provider would reject it.

Credential storage

Credentials are encrypted at rest using AES-256-GCM and in transit using TLS 1.3. Each organisation’s data and credentials are stored in an isolated database. No cost data or credentials are shared across organisations. Deleting an account from Organization Admin → Accounts removes its stored credentials and cost data from Cost Optix. Your cloud provider account is unaffected.

The Kubernetes agent

Kubernetes clusters do not use stored credentials. A lightweight agent runs inside your cluster and reports metrics outbound.
  • Outbound only. The agent opens a connection to the Cost Optix API over TLS. Nothing needs to reach into your cluster, and no inbound firewall rule is required.
  • Non-root. The container runs as UID/GID 1000 under a dedicated unprivileged user.
  • Minimal image. Alpine base with CA certificates and an init process. No shell, no package manager, no extras.
  • Read-only. The agent collects metrics and workload metadata. It never scales, resizes, evicts, or otherwise modifies anything in your cluster.
To remove it, uninstall the agent and delete the cluster from the Kubernetes section. See the Kubernetes guide for details.

Authentication

Single Sign-On is available on Business and Enterprise plans via OpenID Connect. SSO configuration must pass a connection test before it can be enabled, which prevents lockouts from misconfigured credentials. See SSO. Role-based access. Users hold roles within an organisation, and administrative actions such as adding cloud accounts or managing users require admin permission. Non-admin users see connected accounts in read-only mode.

Webhook verification

If you set a webhook secret, every delivery carries an X-Webhook-Signature header signed with HMAC-SHA256 over the payload. Verify it at your endpoint so you can confirm a delivery genuinely came from Cost Optix. Sample verification code is in the Webhooks guide.

Infrastructure isolation

Enterprise deployments run entirely within your environment. Cost data never leaves your infrastructure.

Data access and export

Your plan sets how far back you can query, not how long we keep your data. Starter reaches 30 days, Professional 90 days, Business 12 months, and Enterprise has no limit. Requests beyond your plan’s window are clamped to it rather than rejected. See Subscription Tiers.

Cost data within your available window can be exported to CSV at any time, from the cost, service, and account views. There is no exit fee and no lock-in on your own data.

Reporting a vulnerability

Email security@costoptix.com with details and reproduction steps. We will acknowledge receipt and keep you updated on remediation. Please do not disclose publicly until we have had a chance to respond.