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configuring-guardrails

Configure Celigo guardrail resources -- safety and compliance checks that validate data flowing through integrations. Use when creating or editing guardrails for PII detection, content moderation, or AI-based evaluation rules.

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Skill instructions

Rendered from the published SKILL.md, 315 lines.

Configuring Guardrails

A guardrail is a safety and compliance check applied to data flowing through a Celigo integration. Guardrails are stored as imports with adaptorType: "GuardrailImport" and accessed via the /v1/imports API, but they have a dedicated page in the Celigo UI.

Guardrails handle three concerns:

  • Data validation -- check records against rules before they reach downstream systems (PII detection, content moderation, or custom AI-based evaluation)
  • Confidence tuning -- control sensitivity via confidenceThreshold (0 to 1, default 0.7). Lower values catch more issues but increase false positives
  • PII masking -- optionally return a redacted copy of the record (pii.mask: true) under a masked response field. Masking is NOT automatic -- see PII: mask vs flag

No _connectionId is required unless using BYOK credentials for the ai_agent type. Platform-managed credentials cover most use cases.

Guardrails are used across flows, APIs, and tools.

Guardrail or AI agent step? Pick by what the LLM produces. A guardrail renders a verdict (flagged: true|false) that the parent's routing branches on -- reach for it when the user says "verify / check / validate / flag / screen". An AI agent step does work whose output flows onward as data -- reach for it when the user says "classify / extract / generate / summarize / decide"; build that in configuring-ai-agents.

Guardrails Flag, They Don't Enforce

The most important runtime semantic to internalize before designing a guardrail: a guardrail produces a verdict; it does not act on the record. Whether a flagged record gets blocked, routed to a review queue, dropped, retried, or forwarded with the verdict attached is decided by the parent's routing, branching, or filter structure -- the parent being a flow, an API endpoint, or a Tool -- not by the guardrail itself. The guardrail's job ends at "here is the structured JSON verdict"; everything downstream is the parent's responsibility.

This split is deliberate. It keeps every guardrail composable across many parents (the same Customer PII Scanner can flag for review in one flow, block writes in an API endpoint, and gate a Tool's output in a third place), keeps each guardrail's contract narrow and testable, and keeps audit trails clean. A requirement like "block any records with PII" or "route flagged tickets to a Slack channel" is really two decisions: the guardrail's narrow check, and the parent's routing. Build the guardrail with its check; design the routing in the parent.

Nothing the guardrail returns reaches downstream steps unless the parent authors a response mapping that extracts it.

Three Types of Guardrail

PII Detection

Detect personally identifiable information in records. Configure which entity types to scan for (email addresses, SSNs, credit card numbers, phone numbers, etc.) and whether to mask detected values. Requires at least one entity type in guardrail.pii.entities[].

Content Moderation

Check content against harmful categories (hate speech, violence, harassment, sexual content, self-harm, illicit activity). Requires at least one category in guardrail.moderation.categories[].

AI Agent Evaluation

Use an AI model to evaluate data against custom instructions. Configured via guardrail.aiAgent, with the same providers and config blocks as AiAgentImport (the provider enum in aiagent.yml) minus tools: a non-empty tools array fails the save with 422 guardrail_tools_not_allowed. Supports model selection, temperature, and reasoning settings; leave its output format unset (see AI Agent: natural-language rules). Unlike an agent, it gets no output cap unless you set one. Without a BYOK connection, built-in providers run only the models the platform hosts, and catalog providers can't be used at all.

Quick Reference

Type Decision Matrix

You need to... Use guardrail.type Configure Read schema
Detect/mask PII (emails, SSNs, credit cards) pii guardrail.pii.entities[], guardrail.pii.mask guardrail.yml
Block harmful content (hate, violence) moderation guardrail.moderation.categories[] guardrail.yml
Custom AI-based validation rules ai_agent guardrail.aiAgent (provider, model, instructions) guardrail.yml + aiagent.yml

Minimum Required Fields

Every guardrail needs:

  • name -- human-readable label
  • adaptorType -- always "GuardrailImport"
  • guardrail.type -- "pii", "moderation", or "ai_agent"
  • Type-specific config -- guardrail.pii{}, guardrail.moderation{}, or guardrail.aiAgent{}

No _connectionId required unless using BYOK for ai_agent.

Schema Index

All schemas are in references/schemas/:

  • Base fields (all imports): request.yml
  • Response shape: response.yml
  • Guardrail config: guardrail.yml -- type, confidenceThreshold, pii, moderation
  • AI agent config: aiagent.yml -- provider, model, instructions, tools, structured output (shared with AiAgentImport)

Related Skills

How to Build a Guardrail

1. Determine the compliance requirement

What kind of check do you need? PII detection (scan for sensitive data), content moderation (block harmful content), or custom AI evaluation (apply business-specific rules)?

2. Check for existing guardrails

Before building from scratch, see what already exists in the account:

# List all guardrails
celigo guardrails list

# Search the account for guardrail-related resources
celigo account search "guardrail"
celigo account search "pii"
celigo account search "moderation"

3. Choose the guardrail type

Refer to the Type Decision Matrix. Each type has a distinct configuration shape.

4. Configure type-specific settings

  • PII: Choose entity types to detect. Start with the most common: email_address, phone_number, credit_card_number, persons_name, us_social_security_number. Enable mask: true if downstream steps should see redacted data -- and plan the response-mapping write-back it requires (see PII: mask vs flag).
  • Moderation: Choose categories. The core three are hate, violence, harassment. Add others as needed.
  • AI agent: Write clear instructions for the model. Any provider in the aiAgent.provider enum works, configured as on an AI agent import -- see configuring-ai-agents > Provider Decision Matrix -- but with no tools. Without a BYOK connection, the model must be one the platform hosts for that provider, and the save refuses any other with 422 Model "<model>" is not supported..., whose message doesn't list the hosted models.

5. Set the confidence threshold

Default is 0.7. For stricter compliance, raise to 0.8-0.9. For broader detection with more false positives, lower to 0.4-0.5. Read the confidenceThreshold field in guardrail.yml.

6. Build the guardrail JSON

Reference the Schema Index. Always read request.yml for base fields, guardrail.yml for the guardrail config, and aiagent.yml if using ai_agent type.

7. Hand it over

Show the whole skill (195 more lines)

When you report the guardrail, name the field its parent routes on: flagged, true when a detection or rule fired. A guardrail only flags, so the record goes on unchanged unless a branch on flagged sends it elsewhere (Guardrails Flag, They Don't Enforce).

CLI Commands

# CRUD
celigo guardrails list
celigo guardrails get <id>
celigo guardrails create < guardrail.json
celigo guardrails update <id> < guardrail.json
celigo guardrails set <id> key=value [key2=value2 ...]
celigo guardrails delete <id> [-y]

# Invoke against sample data: no job, but a real run (an ai_agent guardrail calls the model and is billed)
echo '[{"name":"John","email":"john@example.com"}]' | celigo guardrails invoke <id>

# Preview an unsaved document, {"import": <guardrail>, "data": [records]}: evaluates only the first record
celigo guardrails invoke --file preview.json

# Clone and connection management
celigo guardrails clone <id>
celigo guardrails replace-connection <id> <newConnectionId>

# Discovery
celigo guardrails list
celigo account search "guardrail"

# Debug
celigo guardrails enable-debug <id> [--duration <minutes>]
celigo guardrails disable-debug <id>

Configuring Each Type in Depth

pii and moderation are local deterministic classifiers -- the same input always produces the same output, with no LLM call, no token cost, and no model latency. ai_agent is a real LLM call per record, with the cost and variance that implies. Prefer the cheaper type whenever the requirement fits; ai_agent is the catch-all, not the default:

pii  >  moderation  >  ai_agent

The three types are mutually exclusive -- a single guardrail cannot be both PII detection and moderation. When two orthogonal checks are needed, that is two guardrail steps in series, not one guardrail (see Placement in the Parent Pipeline). The choice is about what is being detected, not how the requirement is worded: a natural-language description still resolves to pii when it is about PII.

PII: mask vs flag

After the entity list, the most-tuned knob on a PII guardrail is mask:

  • mask: false (default) -- detections are flagged in the verdict; the data passes through unchanged, and downstream routing decides what to do.
  • mask: true -- detections are flagged AND a redacted payload is returned under a masked field on the guardrail's response. This is not automatic in-place replacement -- the guardrail does not rewrite the in-flight record. For the downstream system to receive the redacted values, the parent must author a response mapping on the guardrail step that extracts masked back onto the record. With whole-record input, masked is the entire record as one JSON string, so writing it back also takes a postResponseMap hook that parses it and overwrites the original PII fields. A mask: true guardrail without that parent-side write-back still ships raw PII downstream.

Masking one field before an AI agent sees it takes three pieces: the guardrail reads that field as its text input, its step sits before the agent's step, and the step's response mapping writes masked back over the field. The guardrail:

{
  "name": "Mask PII in ticket descriptions",
  "adaptorType": "GuardrailImport",
  "guardrail": {
    "type": "pii",
    "confidenceThreshold": 0.7,
    "pii": {"entities": ["email_address", "phone_number", "credit_card_number"], "mask": true}
  },
  "mapping": {"fields": [{"extract": "description", "generate": "text"}]}
}

Its flow step, listed in pageProcessors[] ahead of the agent's:

{
  "type": "import",
  "_importId": "<guardrail id>",
  "responseMapping": {"fields": [
    {"extract": "masked", "generate": "description"},
    {"extract": "flagged", "generate": "piiFound"}
  ]}
}

The result's fields are top-level: for each record a saved guardrail returns statusCode, an empty _json, flagged, masked (such as "Call me back or email ****************") and usage, so extract masked and flagged themselves, not _json.masked. Fields the mapping doesn't select (a separate email field, say) aren't scanned or masked.

Default to flag-only for review-style use cases where a reviewer needs to see the actual data. Default to mask: true for trust-boundary use cases -- third-party analytics, AI vendors, partner integrations, public reports -- where the destination should not see raw values even when the record passes. When in doubt and the destination is external, mask.

The pii.entities[] enum is broad and fixed by the platform: universal entity types (email, phone, credit card, SSN, name, location, IP address, URL, and more) plus country-specific identifiers across the US, UK, EU, India, Australia, Korea, Singapore, and others -- passport numbers only for the US, Italy and India. Map the requirement to the closest enum value (an "address" is location) rather than switching to ai_agent when a named entity is not a perfect match.

Moderation: categories

The moderation.categories[] enum is fixed. Top-level categories are sexual, hate, harassment, self_harm, violence, and illicit, each with finer sub-categories (for example hate_threatening, violence_graphic, self_harm_intent). Requirements are usually described in everyday vocabulary rather than enum values, so map liberally:

  • "explicit", "obscene", "vulgar", "NSFW" -> sexual and/or harassment
  • "abusive", "insulting", "bullying", "toxic" -> harassment
  • "hateful", "discriminatory", "racist", "sexist" -> hate
  • "threatening", "intimidating" -> harassment_threatening or violence
  • "suicide", "self-injury" -> self_harm
  • "drugs", "weapons", "illegal activity" -> illicit

Do not invent category strings; the enum is fixed. When a requirement spans multiple categories, list all of them. Switch to ai_agent only when the policy is genuinely domain-specific (for example flagging content that mentions a competitor by name) -- that is a business rule, not a content-safety category.

AI Agent: natural-language rules

Pick ai_agent only when the check needs judgment that does not fit pii or moderation: domain-specific compliance (HIPAA, SOX, GDPR), business-policy validation (price bounds, approval thresholds, discount rules), data-quality assertions, or any "evaluate against these custom rules" framing with no pii.entities or moderation.categories analogue.

An ai_agent guardrail returns a fixed verdict: top-level flagged and reasoning (the platform asks the model for flagged, reasoning and confidence, whatever the guardrail says), which the parent maps onto the record and its routers and filters branch on. Don't give it an output schema: leave its output format unset (openai.output, litellm.responseFormat, or a catalog provider's output), and don't describe one in the instructions. A custom output format saves and reads back but isn't used at run time, so a field of your own (approved, reason) never comes back, and a response mapping that reads one (_json.approved) writes nothing. Map {"extract": "flagged", "generate": "<field>"} and branch on that. What decides the verdict is the instructions, so before a router or filter branches on flagged, invoke the saved guardrail by id on one record that should be flagged and one that shouldn't, and confirm each verdict is the one you expect (a preview, invoke with no id, evaluates only the first record):

echo '[{"discount": 45, "accountAgeDays": 30}, {"discount": 5, "accountAgeDays": 400}]' | celigo guardrails invoke <id>

The instructions are the heart of an ai_agent guardrail. Good instructions:

  • State the rule clearly. For example, "flag orders where discount > 30% AND customer account age < 90 days." Do not bury the rule in prose.
  • Define both outcomes. Say what flagged: true and flagged: false each mean, including what belongs in reasoning for each.
  • Show, don't just tell. A handful of input-to-output examples -- a clear pass, a clear fail, a borderline case -- do more than a paragraph of description.
  • Handle malformed input. For example, "if the discount field is missing, return flagged: true with reasoning 'discount field missing -- cannot evaluate.'"

Some AI-agent capabilities deliberately do not apply to guardrails: no tools (no web search, MCP tools, Celigo Tools, or image generation) and no image or blob output -- the result is a verdict with flagged. Wanting any of those is a sign the design is really an AI agent step followed by a guardrail, not one ai_agent guardrail doing both. A guardrail does save MCP prompts and resources, but its run never uses them: the model gets only the instructions and the input, whether the MCP server can be reached or not. Write the policy the check must follow into the instructions.

Confidence Threshold

Every guardrail has a confidenceThreshold (0.0 to 1.0, default 0.7), the single most-tuned knob across all three types. Detections at or above the threshold are flagged; below it, they are ignored.

  • Lower threshold (for example 0.5) -- catches more potential issues but raises the false-positive rate. Use when missing a real issue is more expensive than reviewing a false flag (compliance or safety where human review is cheap).
  • Higher threshold (for example 0.9) -- catches fewer issues, only high-confidence ones. Use when false positives are expensive, so auto-blocking does not trip on borderline cases.
  • Default 0.7 -- the sensible middle. Most production guardrails start here and tune from data.

For pii and moderation, the threshold is interpreted by the local classifier directly. For ai_agent, the model is instructed to include a confidence in its verdict and the same threshold applies.

Input Modes -- What the Guardrail Evaluates

A guardrail evaluates structured records, in one of two ways:

  • text -- map the content to check into the text input with the guardrail's mapping, a Mapper 1.0 object: "mapping": {"fields": [{"extract": "description", "generate": "text"}]}. It's mapping, singular, not Mapper 2.0 mappings rows. Only the mapped field is evaluated. Use it when the check is over one body of text (most moderation cases, and content screening before or after an AI agent).
  • The whole record -- leave the mapping off and the guardrail evaluates the in-flight record, serialized as JSON. Use it when the check spans the structured fields together (most pii cases scanning multiple fields, most business-rule ai_agent checks). One exception: a record with its own top-level text field has only that field evaluated, so map explicitly when records carry one.

Plan on those two only. A guardrail keeps no conversation history: a conversationHistoryId mapping saves, but each call sees only its own input. A value mapped to blob is checked as plain text (a blob key isn't fetched), and the import-level blob and blobKeyPath fields fail the save with 422 not_supported. Files aren't a documented input, and they behave inconsistently: an unsaved preview refuses a files mapping (422 Only text messages are supported for ai_agent guardrails), while a saved ai_agent guardrail invoked by id read the file as inlined text. Don't count on file input in a flow: to screen a document, have an AI agent step extract its text first, and check that text.

Placement in the Parent Pipeline

Guardrails are steps in flows, API endpoints, and Tools. They run per-record, return a verdict, and the parent's downstream structure (router, filter, next-step wiring) decides what happens next. Recurring placement patterns:

  • Right after the source, before expensive processing. Run source records through a guardrail before routing clean records onward and flagged records to a review queue -- catching bad content early avoids wasting AI agent spend on records that should not be processed.
  • Right before an AI agent step. Protect the model from unsafe inputs before it sees them: PII scrubbing keeps customer data out of inference, moderation catches toxic prompts, and an ai_agent guardrail can catch prompt-injection signals.
  • Right before the destination, gating what gets written. Run records through a PII guardrail before pushing to a third-party warehouse or partner system so nothing leaks across the trust boundary.
  • Right after an AI agent step, validating model output. A moderation guardrail after a content-generating agent verifies the output meets safety standards before it ships.

Running Two Guardrails in Series

When a requirement names more than one orthogonal check (for example "flag PII OR explicit content"), build two guardrails in series -- a pii guardrail followed by a moderation guardrail -- with a router that branches on either being flagged. Run cheap deterministic classifiers first (pii then moderation) and the expensive ai_agent last, each guardrail short-circuiting the chain by routing flagged records elsewhere. The chained pattern (pii -> moderation -> custom policy) is common for layered defense.

Prefer chained simple guardrails over one ai_agent doing everything: chaining is cheaper (zero LLM calls for the deterministic steps), more predictable, easier to debug (you know which check flagged the record), and easier to evolve. Reach for a single ai_agent guardrail only when the rules genuinely inter-relate -- "reject orders where discount AND customer-age trigger together" is one rule, not two.

A guardrail is one layer in a defense-in-depth approach, never the only defense for high-stakes compliance or safety -- even deterministic classifiers have false negatives. Combine guardrails with downstream filters, review queues, and platform controls such as encryption, access control, and audit logs.

Pre-Submit Checklist

Before creating or updating a guardrail, verify:

  • adaptorType is exactly GuardrailImport (case-sensitive)
  • guardrail.type is set ("pii", "moderation", or "ai_agent")
  • The type's config is present: at least one entry in guardrail.pii.entities[] for PII or in guardrail.moderation.categories[] for moderation, or guardrail.aiAgent{} for AI evaluation (no tools, no output format)
  • If using BYOK (ai_agent only): _connectionId references a valid HTTP connection with the provider's API key
  • The input is chosen on purpose: mapping (Mapper 1.0) maps the field to check to text, or is left off to evaluate the whole record (Input Modes)
  • The parent step response-maps the top-level flagged (and masked for a mask: true PII guardrail), and its routing decides what flagged records do

Gotchas

  1. Guardrails are imports. They use adaptorType: "GuardrailImport" and live at /v1/imports. The CLI guardrails command is a virtual view that filters by adaptor type, but the underlying API is the imports endpoint.
  2. PUT erases omitted fields. Always GET first, modify, then PUT. The set command handles this.
  3. BYOK model restrictions. Without a BYOK connection, ai_agent guardrails are limited to the models the platform hosts, and catalog providers aren't available. The save refuses an unhosted model (422 Model "<model>" is not supported...). Add a connection first if you need a model off the hosted list.
  4. At least one entity or category required. PII guardrails need at least one entry in pii.entities[]; moderation guardrails need at least one in moderation.categories[]. Empty arrays fail validation.
  5. Platform-managed credentials cover most cases. BYOK connections are rare for guardrails. Don't add a _connectionId unless the user specifically needs a custom API key.
  6. Masking is off by default. PII guardrails default to mask: false (flag-only mode). Set mask: true explicitly if detected PII should be redacted in the output.
  7. mask: true does not rewrite the record in place. It returns a redacted payload under a masked field; the parent must author a response mapping (and a postResponseMap hook for record-mode masking) to write those values back onto the record. Without that parent-side write-back, raw PII still ships downstream.
  8. The verdict only propagates if the parent maps it. Nothing the guardrail returns (flagged, masked, reasoning) reaches downstream steps unless the parent authors a response mapping that extracts it -- guardrails flag, the parent enforces. Those fields are top-level on the result, so extract flagged, not _json.flagged.
  9. The verdict's shape is fixed; test the verdicts. An ai_agent guardrail always returns top-level flagged and reasoning: the platform gives the model its own verdict schema, and an output format set on the guardrail is saved but ignored, so leave it unset (and don't describe one in the instructions). Don't expect tools or image/blob output on the guardrail side. Before a router or filter branches on flagged, invoke the saved guardrail by id on a record that should be flagged and one that shouldn't, and check each verdict -- a preview evaluates only the first record.
  10. A guardrail is one layer, not the whole defense. Even deterministic pii and moderation classifiers produce false negatives. Pair guardrails with downstream filters, review queues, and platform controls for high-stakes compliance or safety.
  11. Guardrail vs filter. A filter gates on record structure (status == "draft") -- cheap and deterministic. A guardrail gates on record content (contains PII, violates policy). Don't imitate moderation with keyword filters, and don't use a guardrail rule for a field comparison -- put an input filter on the guardrail step instead, which is also the cheapest cost knob for an ai_agent guardrail. Records that filter skips go on downstream without a verdict, so branch on flagged == true for the flagged path and decide on purpose where skipped records go -- never treat a missing flagged as clean.

Common Errors

Error Cause Fix
422 guardrail.type required Missing guardrail.type field Set guardrail.type to "pii", "moderation", or "ai_agent"
422 entities required PII guardrail with empty entities array Add at least one entity to guardrail.pii.entities[]
422 categories required Moderation guardrail with empty categories Add at least one category to guardrail.moderation.categories[]
422 Model "<model>" is not supported... on save Model the platform doesn't host, without BYOK Use a hosted model (an example in aiagent.yml or a working guardrail's), or add a BYOK connection
422 Expected field: aiAgent to be present. An ai_agent guardrail without guardrail.aiAgent -- for example the model block put at the top level, where an AI agent import keeps it Nest it under guardrail.aiAgent
422 Tools aren't supported on a guardrail AI agent configuration... A non-empty tools array under guardrail.aiAgent -- often entries an older guardrail still returns, sent back on an update Empty the arrays in the body you write (the openai.tools: [] the server echoes is fine)
422 Only text messages are supported for ai_agent guardrails in a preview A files mapping Have an AI agent step extract the document's text, and map that to text
422 adaptorType invalid Wrong case on adaptor type Use exact case: GuardrailImport
Guardrail flags everything confidenceThreshold too low Increase threshold (e.g., 0.7 to 0.9)
Guardrail misses obvious PII Missing entity types, or the PII sits in a field the guardrail's mapping doesn't select Add all relevant entity types to guardrail.pii.entities[]; to scan several fields, leave mapping off so the whole record is evaluated (Input Modes)
The next step still receives raw PII The guardrail doesn't read the field as its text input, its step comes after that step, or its response mapping doesn't write masked back Map the field to text in mapping, put the guardrail step first, and response-map masked onto the field
A branch on the guardrail's result never matches, so every record takes the other path The response mapping reads a field the verdict doesn't have: _json.<field>, or a field from a custom output schema Map the top-level flagged and branch on it