chore: archive legacy Identity, Workday, and Intune folders

- Move Identity/, Workday/, Intune/ to archive/ (superseded by nexus-mcp shards) - Move 'Local Setup.md' to archive/ (superseded by nexus-mcp/Local-Setup.md) - Add archive/README.md explaining migration and preserved content - Clean repository structure: only nexus-mcp, documentation, and .github remain active All legacy functionality migrated to nexus-mcp sharded architecture. Archived folders preserved for reference and historical context. Refs: SESSION_SNAPSHOT_2026-04-13.md
2026-04-13 09:38:42 -04:00
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+# Step‑by‑Step Guide: Building an Intune MCP Server (Phase 1 – Read‑Only)
+
+***
+
+## 0. What you are building (anchor this first)
+
+From both documents, the **Intune MCP** is defined as:
+
+> A read‑only MCP server that exposes **live Microsoft Intune device state** (inventory, compliance, ownership, last check‑in) to AI clients, using the same delivery pattern as Identity MCP. [\[wheelsinc-...epoint.com\]](https://wheelsinc-my.sharepoint.com/personal/castn1_wheels_com/Documents/Microsoft%20Copilot%20Chat%20Files/intune-mcp-prerequisites-and-checklists.md), [\[wheelsinc-...epoint.com\]](https://wheelsinc-my.sharepoint.com/personal/castn1_wheels_com/Documents/Microsoft%20Copilot%20Chat%20Files/CoPilot%20Generated%20Deployment%20Plan.md)
+
+Key constraints (do **not** skip these):
+
+*   **Read‑only only** in Phase 1
+*   **Microsoft Graph is the backend**
+*   **Stable tool contracts** (no raw Graph payloads)
+*   **STDIO MCP transport**
+*   **Per‑tool audit logging**
+*   **No device actions yet**
+
+***
+
+## 1. Complete prerequisites (must be done first)
+
+Everything in this section is taken directly from [intune-mcp-prerequisites-and-checklists.md](https://wheelsinc-my.sharepoint.com/personal/castn1_wheels_com/Documents/Microsoft%20Copilot%20Chat%20Files/intune-mcp-prerequisites-and-checklists.md?EntityRepresentationId=aab065d3-d6ce-46e8-8e59-4a042ed7b2f5). [\[wheelsinc-...epoint.com\]](https://wheelsinc-my.sharepoint.com/personal/castn1_wheels_com/Documents/Microsoft%20Copilot%20Chat%20Files/intune-mcp-prerequisites-and-checklists.md)
+
+### 1.1 Governance & ownership
+
+Confirm and document:
+
+*   Product owner: Endpoint / Intune
+*   Security owner
+*   Operational owner (Service Desk / Endpoint Ops)
+*   Approved operation list (read operations only)
+*   Signed read vs write boundary
+
+✅ **Output:** Approved Phase 1 scope document
+
+***
+
+### 1.2 Microsoft tenant preparation
+
+Verify:
+
+*   Intune tenant is healthy
+*   Microsoft Graph access is approved
+*   A non‑production tenant or pilot scope exists
+
+✅ **Output:** Tenant readiness confirmation
+
+***
+
+### 1.3 App registration (authentication model)
+
+Create an **Azure App Registration** for the Intune MCP:
+
+*   Authentication:
+    *   ✅ Certificate‑based auth (preferred)
+    *   ⛔ Client secret (temporary only)
+*   Create a **service principal**
+*   Define token lifetime & rotation policy
+
+✅ **Output:** App ID, Tenant ID, auth method documented
+
+***
+
+### 1.4 Microsoft Graph permissions (least privilege)
+
+Grant **only** the following for Phase 1:
+
+*   `DeviceManagementManagedDevices.Read.All`
+*   `DeviceManagementConfiguration.Read.All` *(only if policy context is needed)*
+*   `Directory.Read.All` *(only if joining user/device info)*
+
+Admin consent must be explicitly granted and justified. [\[wheelsinc-...epoint.com\]](https://wheelsinc-my.sharepoint.com/personal/castn1_wheels_com/Documents/Microsoft%20Copilot%20Chat%20Files/intune-mcp-prerequisites-and-checklists.md)
+
+✅ **Output:** Permission justification record
+
+***
+
+### 1.5 Runtime & platform
+
+Prepare:
+
+*   Python 3.10+
+*   Dependency manager (`uv` recommended)
+*   Secure secret storage (no tokens in code)
+*   Logging destination (file or central sink)
+
+✅ **Output:** Runtime ready
+
+***
+
+## 2. Create the MCP project scaffold
+
+This follows the **Identity MCP replication pattern** explicitly required in the prerequisites file. [\[wheelsinc-...epoint.com\]](https://wheelsinc-my.sharepoint.com/personal/castn1_wheels_com/Documents/Microsoft%20Copilot%20Chat%20Files/intune-mcp-prerequisites-and-checklists.md)
+
+### 2.1 Create project
+
+```bash
+mkdir intune-mcp
+cd intune-mcp
+uv init
+uv venv
+uv add "mcp[cli]" httpx
+```
+
+***
+
+### 2.2 Create file structure
+
+From the **Build checklist (implementation)** section: [\[wheelsinc-...epoint.com\]](https://wheelsinc-my.sharepoint.com/personal/castn1_wheels_com/Documents/Microsoft%20Copilot%20Chat%20Files/intune-mcp-prerequisites-and-checklists.md)
+
+    intune_mcp_server.py
+    intune_backend.py
+    intune_graph_adapter.py
+    tests/
+      test_intune_adapter.py
+      test_integration.py
+    pyproject.toml
+
+***
+
+## 3. Implement the MCP server entrypoint
+
+### 3.1 MCP server (STDIO only)
+
+`intune_mcp_server.py`
+
+```python
+from mcp.server.fastmcp import FastMCP
+from intune_backend import IntuneBackend
+
+mcp = FastMCP("intune-mcp")
+backend = IntuneBackend()
+
+@mcp.tool()
+async def intune_get_device(device_id: str):
+    """Return core device metadata."""
+    return await backend.get_device(device_id)
+
+@mcp.tool()
+async def intune_get_device_last_check_in(device_id: str):
+    """Return last Intune check-in timestamp."""
+    return await backend.get_last_check_in(device_id)
+
+@mcp.tool()
+async def intune_list_stale_devices(days: int):
+    """List devices that have not checked in for N days."""
+    return await backend.list_stale_devices(days)
+
+if __name__ == "__main__":
+    # STDIO transport is mandatory for safety
+    mcp.run(transport="stdio")
+```
+
+This aligns with the **recommended Phase 1 tool set**. [\[wheelsinc-...epoint.com\]](https://wheelsinc-my.sharepoint.com/personal/castn1_wheels_com/Documents/Microsoft%20Copilot%20Chat%20Files/intune-mcp-prerequisites-and-checklists.md)
+
+***
+
+## 4. Implement backend abstraction (safe by default)
+
+### 4.1 Backend selector
+
+`intune_backend.py`
+
+```python
+import os
+from intune_graph_adapter import GraphIntuneAdapter
+
+class IntuneBackend:
+    def __init__(self):
+        backend = os.getenv("INTUNE_BACKEND", "graph")
+        if backend == "graph":
+            self.adapter = GraphIntuneAdapter()
+        else:
+            raise ValueError("Unsupported backend")
+
+    async def get_device(self, device_id):
+        return await self.adapter.get_device(device_id)
+
+    async def get_last_check_in(self, device_id):
+        return await self.adapter.get_last_check_in(device_id)
+
+    async def list_stale_devices(self, days):
+        return await self.adapter.list_stale_devices(days)
+```
+
+This matches the **environment‑based backend selection** requirement. [\[wheelsinc-...epoint.com\]](https://wheelsinc-my.sharepoint.com/personal/castn1_wheels_com/Documents/Microsoft%20Copilot%20Chat%20Files/intune-mcp-prerequisites-and-checklists.md)
+
+***
+
+## 5. Implement the Microsoft Graph adapter
+
+### 5.1 Graph adapter responsibilities
+
+From the checklist, the adapter **must**: [\[wheelsinc-...epoint.com\]](https://wheelsinc-my.sharepoint.com/personal/castn1_wheels_com/Documents/Microsoft%20Copilot%20Chat%20Files/intune-mcp-prerequisites-and-checklists.md)
+
+*   Handle token acquisition
+*   Handle throttling (429)
+*   Map Graph fields → stable schemas
+*   Never return raw Graph payloads
+
+***
+
+### 5.2 Example adapter
+
+`intune_graph_adapter.py`
+
+```python
+import httpx
+import datetime
+
+class GraphIntuneAdapter:
+    def __init__(self):
+        self.base_url = "https://graph.microsoft.com/v1.0"
+
+    async def get_device(self, device_id):
+        data = await self._get(f"/deviceManagement/managedDevices/{device_id}")
+        return {
+            "device_id": data["id"],
+            "device_name": data["deviceName"],
+            "os": data["operatingSystem"],
+            "owner": data.get("userPrincipalName"),
+            "compliance_state": data["complianceState"],
+        }
+
+    async def get_last_check_in(self, device_id):
+        data = await self._get(f"/deviceManagement/managedDevices/{device_id}")
+        return {
+            "device_id": data["id"],
+            "last_check_in": data["lastSyncDateTime"],
+        }
+
+    async def list_stale_devices(self, days):
+        cutoff = datetime.datetime.utcnow() - datetime.timedelta(days=days)
+        devices = await self._get("/deviceManagement/managedDevices")
+        return [
+            {
+                "device_id": d["id"],
+                "device_name": d["deviceName"],
+                "last_check_in": d["lastSyncDateTime"],
+            }
+            for d in devices["value"]
+            if datetime.datetime.fromisoformat(
+                d["lastSyncDateTime"].replace("Z", "")
+            ) < cutoff
+        ]
+
+    async def _get(self, path):
+        # token acquisition omitted here by design (handled securely)
+        async with httpx.AsyncClient(timeout=10) as client:
+            r = await client.get(self.base_url + path, headers=self._headers())
+            if r.status_code == 429:
+                raise Exception("Graph throttling encountered")
+            r.raise_for_status()
+            return r.json()
+
+    def _headers(self):
+        return {"Authorization": "Bearer <token>"}
+```
+
+***
+
+## 6. Logging and audit controls (mandatory)
+
+From the prerequisites: [\[wheelsinc-...epoint.com\]](https://wheelsinc-my.sharepoint.com/personal/castn1_wheels_com/Documents/Microsoft%20Copilot%20Chat%20Files/intune-mcp-prerequisites-and-checklists.md)
+
+*   **STDERR‑only logging**
+*   **Per‑tool audit record**
+*   **No secrets logged**
+
+Implement:
+
+*   tool name
+*   parameters (redacted)
+*   result size
+*   correlation ID
+
+✅ **Failure to do this blocks Phase 1 completion**
+
+***
+
+## 7. Testing gates
+
+### 7.1 Unit tests
+
+From the checklist: [\[wheelsinc-...epoint.com\]](https://wheelsinc-my.sharepoint.com/personal/castn1_wheels_com/Documents/Microsoft%20Copilot%20Chat%20Files/intune-mcp-prerequisites-and-checklists.md)
+
+*   Parser behavior
+*   Field mapping
+*   Error handling
+
+### 7.2 Integration tests
+
+*   Run against **non‑production tenant**
+*   Compare MCP output vs Intune portal for:
+    *   compliant device
+    *   non‑compliant device
+    *   stale device
+
+✅ **Output:** Test evidence retained
+
+***
+
+## 8. Pilot rollout
+
+From Phase 5 checklist: [\[wheelsinc-...epoint.com\]](https://wheelsinc-my.sharepoint.com/personal/castn1_wheels_com/Documents/Microsoft%20Copilot%20Chat%20Files/intune-mcp-prerequisites-and-checklists.md)
+
+*   Enable MCP for pilot users only
+*   Validate top service desk questions:
+    *   “Devices not checking in”
+    *   “Devices assigned to disabled users”
+*   Test rollback by disabling Graph backend
+
+***
+
+## 9. Definition of Done (Phase 1)
+
+All must be true: [\[wheelsinc-...epoint.com\]](https://wheelsinc-my.sharepoint.com/personal/castn1_wheels_com/Documents/Microsoft%20Copilot%20Chat%20Files/intune-mcp-prerequisites-and-checklists.md)
+
+*   No write tools exist
+*   Stable response schemas
+*   Friendly errors
+*   Complete audit logs
+*   Tests passing
+*   Security sign‑off recorded
+*   Runbook published
+
+***
+
+## What you have when this is finished
+
+*   A **real MCP server**
+*   Backed by **Microsoft Graph**
+*   Answering **live Intune questions**
+*   Safe, auditable, and production‑defensible
+*   Ready for Phase 2 correlation with Identity + Inventory MCPs [\[wheelsinc-...epoint.com\]](https://wheelsinc-my.sharepoint.com/personal/castn1_wheels_com/Documents/Microsoft%20Copilot%20Chat%20Files/CoPilot%20Generated%20Deployment%20Plan.md)
+
+***
@@ -0,0 +1,214 @@
+# Intune / Device Management MCP — Deployment & Initial Guidance
+
+## Purpose
+
+This document provides initial guidance for deploying a **read‑only (and later controlled‑action) Intune MCP** that exposes **live device state** to AI-assisted IT workflows.
+
+The Intune MCP is designed to:
+
+*   Improve **device lifecycle visibility**
+*   Reduce reliance on **manual exports and static reports**
+*   Enable **cross-system reasoning** with Identity, Inventory, and Service Desk systems
+
+It does **not** replace Microsoft Intune, Autopilot, or existing device management processes.
+
+***
+
+## Why this matters in our environment
+
+Your team already manages the following via Microsoft Intune:
+
+*   Device enrollment and compliance
+*   Device refresh and replacement cycles
+*   Device wipes, retirements, and repurposing
+*   Devices that stop checking in or fail to refresh
+
+These activities are explicitly documented and actively discussed in your Intune and device review materials, including Autopilot deployment and device check‑in workflows. [\[LEARN Auto...It's Hot) | Loop\]](https://loop.cloud.microsoft/p/eyJ1IjoiaHR0cHM6Ly93aGVlbHNpbmMtbXkuc2hhcmVwb2ludC5jb20vcGVyc29uYWwvY2FzdG4xX3doZWVsc19jb20%2FbmF2PWN6MGxNa1p3WlhKemIyNWhiQ1V5Um1OaGMzUnVNU1UxUm5kb1pXVnNjeVUxUm1OdmJTWmtQV0lsTWpGdFFrZ3lWekZSYUVaVlQwUlBibU5GVFd4NlowSlBWMVZCVWpCdVVERkNRWFZXVVVNM1UyTm9NSFZ0UkdFM1NqaEtSRFExVkRWM2FrMTViRU5WVW10aEptWTlNREUzUnpNMFJ6SXlUMDVYTjBSQlRVWkxRbFpCU2tWRFVVVk9OVGRWVEZoSVF5WmpQU1V5UmcifQ%3D%3D), [\[Intune | Word\]](https://wheelsinc-my.sharepoint.com/personal/nkicchan_wheels_com/_layouts/15/Doc.aspx?sourcedoc=%7B5E3AC388-A887-4AA7-AD62-219F56B9B96E%7D\&file=Intune.docx\&action=default\&mobileredirect=true\&DefaultItemOpen=1)
+
+The problem today is **visibility friction**, not capability.
+
+***
+
+## What MCP enables for Intune
+
+With an Intune MCP, AI clients can ask **live, contextual questions** such as:
+
+*   “Which laptops are enrolled but haven’t checked in for 30 days?”
+*   “Show devices that are compliant in Intune but missing from inventory.”
+*   “Which devices belong to disabled users?”
+*   “Retire this device and flag it as eligible for repurpose.” *(future, controlled action)*
+
+Unlike CSV exports or copied portal views, MCP queries **current Intune state** at the time of the request.
+
+***
+
+## Scope and guardrails
+
+### In scope
+
+*   Read access to device state, compliance, and activity metadata
+*   Correlation with Identity MCP and Inventory MCP
+*   Human-approved device lifecycle actions (future phase)
+
+### Explicitly out of scope (initially)
+
+*   Autonomous device wipes
+*   Policy creation or modification
+*   Bulk or unattended actions
+*   Replacement of Autopilot or Intune portal workflows
+
+***
+
+## Definitions
+
+| Term                | Definition                                                                      |
+| ------------------- | ------------------------------------------------------------------------------- |
+| **Intune MCP**      | An MCP server that exposes Microsoft Intune device context and approved actions |
+| **Enrollment**      | Device registration into Intune (Autopilot or manual)                           |
+| **Compliance**      | Device posture relative to Intune policy                                        |
+| **Check‑in**        | Last successful device contact with Intune                                      |
+| **Lifecycle state** | Active, stale, retired, or eligible-for-repurpose                               |
+
+***
+
+## Deployment phases (high level)
+
+
+
+***
+
+## Phase 0 — Governance and alignment
+
+**Objective:** Define what the Intune MCP is allowed to observe and do before any build work begins.
+
+### Steps
+
+1.  Identify stakeholders:
+    *   Endpoint / Intune owners
+    *   IAM / Identity MCP owners
+    *   Security
+    *   Deskside / IT Ops
+
+2.  Agree on non-negotiables:
+    *   Intune remains the authoritative device management system
+    *   MCP is an **interface**, not a policy engine
+    *   Initial access is **read-only**
+    *   Any device action requires human approval
+
+✅ **Exit criteria:** Written agreement on read vs write boundaries.
+
+***
+
+## Phase 1 — Read‑only Intune MCP
+
+**Objective:** Expose live device state safely.
+
+### Example read-only tools
+
+The Intune MCP should initially expose tools equivalent to what your team already checks manually in the Intune portal:
+
+*   `intune.getDevice(deviceId)`
+*   `intune.listDevicesByUser(userId)`
+*   `intune.getDeviceCompliance(deviceId)`
+*   `intune.getLastCheckIn(deviceId)`
+*   `intune.listStaleDevices(days)`
+
+These map directly to enrollment, compliance, and check‑in data already used during Autopilot demos and device investigations. [\[LEARN Auto...It's Hot) | Loop\]](https://loop.cloud.microsoft/p/eyJ1IjoiaHR0cHM6Ly93aGVlbHNpbmMtbXkuc2hhcmVwb2ludC5jb20vcGVyc29uYWwvY2FzdG4xX3doZWVsc19jb20%2FbmF2PWN6MGxNa1p3WlhKemIyNWhiQ1V5Um1OaGMzUnVNU1UxUm5kb1pXVnNjeVUxUm1OdmJTWmtQV0lsTWpGdFFrZ3lWekZSYUVaVlQwUlBibU5GVFd4NlowSlBWMVZCVWpCdVVERkNRWFZXVVVNM1UyTm9NSFZ0UkdFM1NqaEtSRFExVkRWM2FrMTViRU5WVW10aEptWTlNREUzUnpNMFJ6SXlUMDVYTjBSQlRVWkxRbFpCU2tWRFVVVk9OVGRWVEZoSVF5WmpQU1V5UmcifQ%3D%3D), [\[Intune | Word\]](https://wheelsinc-my.sharepoint.com/personal/nkicchan_wheels_com/_layouts/15/Doc.aspx?sourcedoc=%7B5E3AC388-A887-4AA7-AD62-219F56B9B96E%7D\&file=Intune.docx\&action=default\&mobileredirect=true\&DefaultItemOpen=1)
+
+### Validation
+
+*   Compare MCP output to Intune portal views for known devices
+*   Confirm no write operations are exposed
+
+✅ **Exit criteria:** MCP answers device-state questions without altering Intune data.
+
+***
+
+## Phase 2 — Cross-system correlation
+
+**Objective:** Combine Intune context with Identity and Inventory MCPs.
+
+### Example correlated questions
+
+*   Devices active in Intune but owned by disabled users (Identity MCP)
+*   Devices compliant in Intune but missing from inventory records
+*   Devices enrolled but not assigned to a user
+*   Devices enrolled but never completed Autopilot setup
+
+This phase directly addresses the “devices not checking in / not refreshing” issues discussed in device review meetings and documentation. [\[LEARN Auto...It's Hot) | Loop\]](https://loop.cloud.microsoft/p/eyJ1IjoiaHR0cHM6Ly93aGVlbHNpbmMtbXkuc2hhcmVwb2ludC5jb20vcGVyc29uYWwvY2FzdG4xX3doZWVsc19jb20%2FbmF2PWN6MGxNa1p3WlhKemIyNWhiQ1V5Um1OaGMzUnVNU1UxUm5kb1pXVnNjeVUxUm1OdmJTWmtQV0lsTWpGdFFrZ3lWekZSYUVaVlQwUlBibU5GVFd4NlowSlBWMVZCVWpCdVVERkNRWFZXVVVNM1UyTm9NSFZ0UkdFM1NqaEtSRFExVkRWM2FrMTViRU5WVW10aEptWTlNREUzUnpNMFJ6SXlUMDVYTjBSQlRVWkxRbFpCU2tWRFVVVk9OVGRWVEZoSVF5WmpQU1V5UmcifQ%3D%3D)
+
+✅ **Exit criteria:** Cross-system insights are accurate and explainable.
+
+***
+
+## Phase 3 — Controlled lifecycle actions (future)
+
+**Objective:** Introduce **human-approved** device actions.
+
+### Allowed actions (initial)
+
+*   Retire device
+*   Mark device as eligible for repurpose
+*   Trigger a reset *only with explicit approval*
+
+### Guardrail model
+
+    AI identifies device issue
+    → AI explains current state (Intune data)
+    → Human approves action
+    → MCP executes single action
+    → Ticket and audit log updated
+
+No unattended execution.
+
+✅ **Exit criteria:** Every action is approved, logged, and traceable.
+
+***
+
+## Phase 4 — Audit and steady state
+
+### Controls
+
+*   Request-level logging for all MCP calls
+*   Tool definitions version-controlled
+*   Quarterly review of exposed fields and actions
+*   Re-validation after Intune / Autopilot process changes
+
+***
+
+## Why this is powerful
+
+Traditional workflows rely on:
+
+*   Exported device lists
+*   Static reports
+*   Manual portal navigation
+
+An Intune MCP enables:
+
+*   **Live device state**
+*   **Contextual reasoning**
+*   **Faster, more accurate lifecycle decisions**
+
+✅ This directly improves device lifecycle accuracy without increasing operational risk.
+
+***
+
+## Relationship to other MCPs
+
+| MCP            | Role                                 |
+| -------------- | ------------------------------------ |
+| Workday MCP    | Who *should* have a device           |
+| Identity MCP   | Who *does* have access               |
+| **Intune MCP** | What the device is actually doing    |
+| Inventory MCP  | Where the device is in its lifecycle |
+
+The Intune MCP is the **ground truth for device reality**.
+
+***
+
+## One‑sentence takeaway
+
+> The Intune MCP gives AI real‑time visibility into device state, turning enrollment, compliance, and refresh decisions from guesswork into facts.
+
+***
@@ -0,0 +1,217 @@
+---
+title: "Intune MCP - prerequisites and implementation checklists"
+description: "Practical prerequisites and phase checklists to build an Intune MCP server using the proven Identity MCP pattern."
+type: "Implementation Guide"
+version: "v1"
+author: "N. Castaldi"
+date: "2026-03-11"
+---
+
+## Purpose
+
+This guide defines exactly what is needed to build an Intune MCP server using the same
+delivery pattern that worked for Identity MCP:
+
+- Phased rollout
+- Read-only first
+- Least privilege and explicit approvals
+- Contract-first tool design
+- Unit + integration test gates before production
+
+## What to replicate from Identity MCP
+
+Use these proven patterns from the Identity MCP implementation as non-negotiables:
+
+- Backend abstraction with a safe default backend for local contract testing
+- Environment-based backend selection
+- Tool-level input validation and friendly error messages
+- STDERR-only logging for MCP STDIO safety
+- Per-tool audit logging (tool, params, result type, result size)
+- Separate unit tests and integration smoke tests
+- Read-only phase before any write/action capability
+
+## Scope for Intune MCP (Phase 1)
+
+Phase 1 should be read-only device context only.
+
+- Allowed: device inventory, compliance state, ownership, last check-in, management state
+- Not allowed: wipe, retire, sync, policy changes, enrollment profile changes
+
+## Prerequisites checklist
+
+Complete all prerequisites before implementation starts.
+
+### A. Governance and ownership
+
+- [ ] Product owner assigned (Endpoint/Intune)
+- [ ] Security owner assigned
+- [ ] Operational owner assigned (Service Desk or Endpoint Ops)
+- [ ] Approved operation list created (read operations only for Phase 1)
+- [ ] Read vs write boundary documented and signed off
+- [ ] Audit and retention requirements documented
+
+### B. Microsoft tenant and licensing
+
+- [ ] Intune tenant active and healthy
+- [ ] Microsoft Graph access for Intune data approved
+- [ ] Required roles identified for app consent and validation
+- [ ] Non-production tenant or pilot group available for testing
+
+### C. Identity and authentication model
+
+- [ ] App registration created for Intune MCP
+- [ ] Authentication method selected:
+  - [ ] Certificate-based auth (preferred)
+  - [ ] Client secret (temporary/non-production only)
+- [ ] Service principal created and documented
+- [ ] Token lifetime and credential rotation policy defined
+
+### D. Graph API permissions (least privilege)
+
+Start with read-only permissions, then add only what is required.
+
+- [ ] `DeviceManagementManagedDevices.Read.All`
+- [ ] `DeviceManagementConfiguration.Read.All` (only if config/policy context is needed)
+- [ ] `Directory.Read.All` (only if user/device directory joins are needed)
+- [ ] Admin consent granted by approved role holder
+- [ ] Permission justification recorded for each scope
+
+### E. Platform and runtime
+
+- [ ] Python 3.10+ runtime available
+- [ ] Project scaffold created (same pattern as Identity MCP)
+- [ ] Dependency management chosen and documented (`uv` + `pyproject.toml` recommended)
+- [ ] Logging destination defined (file/central sink)
+- [ ] Secrets stored in approved secret store (never in code or plain env files)
+
+### F. Data contract and tool design
+
+- [ ] Tool names and response schemas drafted
+- [ ] Field-level data minimization applied
+- [ ] Error contract defined (`not found`, `access denied`, `timeout`, `throttled`)
+- [ ] PII handling and redaction behavior documented
+
+### G. Testing prerequisites
+
+- [ ] Known test devices identified (compliant, non-compliant, stale, retired)
+- [ ] Known test users identified (active, disabled, missing owner)
+- [ ] Integration test credentials configured securely
+- [ ] Expected results captured from Intune portal for baseline comparison
+
+## Recommended Intune MCP tool set (Phase 1)
+
+Keep the same contract style used in Identity MCP.
+
+```text
+intune.get_device(device_id)
+intune.get_device_by_name(device_name)
+intune.list_devices_by_user(user_principal_name)
+intune.get_device_compliance(device_id)
+intune.get_device_last_check_in(device_id)
+intune.list_stale_devices(days)
+intune.search_devices(query, limit)
+```
+
+## Build checklist (implementation)
+
+### Phase 0 - Kickoff and design
+
+- [ ] Create approved operations list and sign-offs
+- [ ] Confirm Graph permission set and admin consent
+- [ ] Finalize tool contracts (input/output examples)
+- [ ] Define production and non-production configuration values
+
+### Phase 1 - Project scaffold
+
+- [ ] Create files:
+  - [ ] `intune_mcp_server.py`
+  - [ ] `intune_backend.py`
+  - [ ] `intune_graph_adapter.py`
+  - [ ] `tests/test_intune_adapter.py`
+  - [ ] `tests/test_integration.py`
+  - [ ] `pyproject.toml`
+- [ ] Add MCP server entrypoint script
+- [ ] Add in-memory backend for local safe mode
+- [ ] Add environment-based backend switch (`INTUNE_BACKEND=memory|graph`)
+
+### Phase 2 - Graph adapter and contracts
+
+- [ ] Implement token acquisition and refresh logic
+- [ ] Implement retry with backoff for Graph throttling (429)
+- [ ] Implement timeout handling with clear user-safe messages
+- [ ] Map Graph fields to stable MCP response schemas
+- [ ] Ensure null-safe handling for missing owner/primary user values
+
+### Phase 3 - Observability and safety
+
+- [ ] Implement STDERR-only logging for STDIO transport safety
+- [ ] Add audit log record per tool invocation
+- [ ] Redact sensitive fields in logs
+- [ ] Add correlation/request IDs to logs
+
+### Phase 4 - Test gates
+
+- [ ] Unit tests pass for parser/mapper/error-handling behavior
+- [ ] Integration smoke tests pass against non-production tenant
+- [ ] MCP output compared to Intune portal for sampled devices
+- [ ] Negative tests pass (`not found`, no permission, timeout, throttling)
+
+### Phase 5 - Pilot rollout
+
+- [ ] Enable read-only tools for pilot users only
+- [ ] Validate top 10 service desk queries using Intune MCP responses
+- [ ] Collect accuracy and latency metrics
+- [ ] Run rollback test (disable graph backend, return to safe mode)
+
+## Definition of done checklist (Phase 1 release)
+
+All items must be true before declaring Intune MCP Phase 1 complete.
+
+- [ ] No write/action tools are exposed
+- [ ] All Phase 1 tools return stable schemas
+- [ ] Error messages are friendly and non-leaky
+- [ ] Audit logs are complete and searchable
+- [ ] Unit + integration tests are green
+- [ ] Security sign-off is recorded
+- [ ] Operational runbook and escalation path are published
+
+## Phase 2 preview (cross-system correlation)
+
+After Phase 1 is stable, add correlation with Identity MCP and Inventory MCP.
+
+- [ ] Devices assigned to disabled users
+- [ ] Devices compliant in Intune but missing in inventory
+- [ ] Devices stale in Intune and still tied to active users
+
+No automated remediation in this phase.
+
+## Phase 3 preview (controlled actions)
+
+Only after explicit approval and SOP mapping:
+
+- [ ] `intune.retire_device(device_id)` (human approval gate required)
+- [ ] `intune.sync_device(device_id)` (rate-limited and logged)
+- [ ] Additional actions only with Security + Endpoint sign-off
+
+Guardrail sequence must always be:
+
+1. AI recommends action
+2. Human approves action
+3. MCP executes one action
+4. Result is written to audit trail (and ticket when integrated)
+
+## Common failure points to prevent early
+
+- Over-scoped Graph permissions in initial release
+- No throttling strategy for Graph API calls
+- Returning raw Graph payloads instead of stable response contracts
+- Missing comparison tests against Intune portal values
+- Logging secrets or full token payloads
+- Introducing write actions before read-only maturity
+
+## Suggested next artifact set
+
+Create these two follow-on docs next:
+
+- `intune-mcp-install-guide.md` (step-by-step deployment)
+- `intune-mcp-test-plan.md` (test matrix and evidence checklist)