IT & Security Review

What you need to know before you approve this.

Deployment options, what gets installed, what data leaves your developers' machines, how access is controlled, and what the deletion story is. No marketing. Just the answers.

IT review summary

The ten questions, answered first.

If you have two minutes, this is the whole review. Each row links to the detail below. Every answer reflects the platform as it runs today — roadmap items are labeled as such.

QuestionAnswer
Does it need admin rights? NoBoth components install in user space. The VS Code extension installs from the Marketplace; the MCP server is a user-profile Node process.
Does it install a service or driver? NoNo Windows service, no kernel driver, no background daemon. Nothing runs unless VS Code / Claude Code launches it.
Does it scan repositories by default? NoNo automatic repo scan or upload. Code reaches Loam only when a developer pastes it, attaches it, starts a workflow that needs it, or enables Workspace Indexing.
Does source code leave the machine? Only when sharedOnly the content a developer hands over for a session. Reasoning is performed by Anthropic Claude via the developer's own API key.
Is Workspace Indexing on by default? OffOpt-in and off by default. When enabled it sends a project snapshot to assemble session context; that index is not persisted in Loam's database.
Is stored memory deletable? YesPer memory item, per team member, per project, or full account erasure (MFA-gated, cascades across 25+ tables).
Are credentials per-user? YesAPI keys are scoped per account (dp_ prefix). No shared service account or team-wide key. Stored credentials are Fernet-encrypted at rest.
Is there a customer-facing audit log? RoadmapProvisioning and settings changes are logged server-side, but a per-user action log exposed to the account holder is planned, not yet shipped.
Is data export available? RoadmapNo bulk export endpoint yet. A developer can read their own data through the interface; export-before-deletion is planned.
Is retention configurable? RoadmapData does not auto-expire on a schedule; deletion is user-initiated. Configurable retention/archival is planned.
How to read this

Green answers are shipped guarantees. Amber answers are honest limits or roadmap items — we state them up front so a security review finds nothing on this page it can't confirm in the detail below or in the code-level audit referenced at the foot of the page.

Deployment

Two components. Both user-space.

Loam consists of a VS Code extension and an MCP (Model Context Protocol) server. Neither installs system services, modifies kernel drivers, or requires permanent elevated rights.

VS Code Extension
Installs from the VS Code Marketplace. No admin rights required. Signed and distributed by Microsoft's extension infrastructure.
MCP Server
A Node.js process registered in ~/.claude/ (user profile only). No system-wide paths modified. Launched by Claude Code on demand.
AppLocker / ThreatLocker / Intune

The VS Code extension is distributed via the VS Code Marketplace, which is allowlisted by many enterprise security policies by default. The MCP server runs as a user-space Node process — it is not a signed Windows service. For policy-constrained environments, contact the team to discuss deployment options.

Access Control

Per-user keys. Server-side revocation.

Access is controlled by API keys scoped to individual accounts. Keys start with dp_ and are generated in the Loam settings panel. Administrators can revoke access by disabling a user's account.

Data Isolation

Per-account isolation enforced at every query.

Every database query that returns user data filters by user_id. Attempting to access another user's data returns 404, not 403 — this prevents account enumeration.

Where the line is

Conversation content, team memory, and project context are field-encrypted at rest with Fernet symmetric encryption — the same scheme that protects credentials. Session turns, memory text, temperature notes, and saved project context are stored as ciphertext; the key lives outside the database. What stays in plaintext is the lookup metadata recall depends on: guest display names and the phone numbers used to match return calls, plus the keyword tags and one-line summaries the memory index searches against. Encrypting those would break search and recall, so they remain queryable and are protected by strict per-account isolation and access controls.

Data Flow

What leaves a developer’s machine.

Developers interact with Loam through the VS Code sidebar and Claude Code. Here is what transmits to Loam's servers during a session:

Deletion

Granular deletion down to full erasure.

Developers can delete specific memories, entire projects, or their full account. Account deletion cascades across 25+ tables and requires MFA confirmation.

Honest limits

No data export: There is currently no endpoint to export a user's data before deletion. A developer can read their own data through the Loam interface, but bulk export is not available yet.

No automatic retention or expiry policy: Data does not auto-expire on a schedule. Deletion is user-initiated.

No customer-facing audit log: Provisioning events and settings changes are logged server-side, but there is no per-user action log exposed to the account holder or an IT administrator.

Infrastructure

Where Loam runs today.

Loam is hosted on AWS Lightsail in the us-east-1 region. The backend is a Python/FastAPI application behind nginx. Infrastructure is managed by Loam; developers do not have access to the underlying servers.

Hosting
AWS Lightsail, us-east-1. Loam-managed account today. BYO cloud option planned for September 2026.
Transport
HTTPS everywhere. TLS termination at nginx. No unencrypted endpoints.
AI provider
Anthropic Claude API. Loam is an independent platform built on Claude; it is not affiliated with Anthropic.
IP logging
nginx logs client IP addresses at the infrastructure level. This is standard web server behavior and is disclosed here.
Network

What Loam reaches out to.

All traffic is outbound HTTPS. No inbound ports are required. Some live session features use WebSocket or SSE over TLS — environments that block WebSocket/SSE traffic should allow it for loam.team and docpro.cloud.

Gemini API calls for image generation originate from Loam’s backend servers, not the developer’s machine. No Gemini traffic allowlisting is required on developer workstations.

Destination Protocol Purpose
loam.team HTTPS 443 Installer and extension downloads, product pages
docpro.cloud HTTPS 443 API, account, sessions, memory, file delivery
marketplace.visualstudio.com HTTPS 443 VS Code extension install and updates
api.anthropic.com HTTPS 443 Anthropic Claude API — via the developer's own API key
Proxy & TLS inspection

Standard HTTPS proxying is supported. If your environment performs TLS inspection, allowlist loam.team, docpro.cloud, and api.anthropic.com to avoid certificate validation errors.

Data boundary

What crosses the boundary — and what doesn’t.

Three zones: your machine, Loam, and the providers reached server-side. Everything past the first arrow is outbound HTTPS only — nothing reaches back in.

Developer machine
Your workstation
  • VS Code extension — installed in your user profile, no admin
  • MCP server — Node.js, user space, no background service
  • Claude Code CLI — calls api.anthropic.com with your own Anthropic key
HTTPS 443 · outbound only
Loam
AWS Lightsail · us-east-1
  • Session content — stored as session history
  • Team memory — field-encrypted at rest, user-deletable
  • Project context — field-encrypted at rest, user-deletable
  • Source code — only if pasted, attached, or Workspace Indexing is on (opt-in, off by default)
  • Call recordings (Meet the Team, Call Team, ReachOut) — transcript stored as plaintext for memory synthesis; audio recording, if fetched, stored in the database and cleared after 30 days; full call record deleted at 90 days. Morning Read and Studio audio stored as server files, retained until account deletion.
server-side only · selected workflows
External providers
Reached from Loam, not your machine
  • Anthropic Claude API — reasoning, review, and memory synthesis
  • Gemini API — Build Mode image generation (your key, server-side)
Deployment details

Paths, logs, and removal.

Extension path
%USERPROFILE%\.vscode\extensions\docpro.docpro-app-{version}\ — installed by VS Code Marketplace into the user profile.
MCP server config
Registered in ~/.claude/ during install. The docpro-proxy MCP entry in settings.local.json or settings.json is all that persists system-side.
Workspace files
{workspace}/.docpro/ — session ID, encrypted session prompt, and optional workspace index cache. Gitignored by default.
Log access
VS Code: Help → Toggle Developer Tools → Console. Claude Code: terminal output. No log files are written to disk by Loam.
Uninstall

To fully remove Loam: (1) Uninstall the Loam extension from the VS Code Extensions panel. (2) Remove the docpro-proxy MCP entry from ~/.claude/settings.local.json. (3) Delete the .docpro/ folder from any workspace. No system-wide paths, registry keys, or background services are created.

Revoke IDE access

Open the Loam sidebar in VS Code → Settings → Regenerate IDE API Key. The old key is immediately invalidated server-side. Paste the new key in the sidebar Settings panel to restore access.

Installer signing

The VS Code extension is distributed and signed through the VS Code Marketplace (docpro.docpro-app) — that path is signed by Microsoft and is the one to use where a valid publisher signature is a policy requirement.

The PowerShell installer script is Authenticode-signed by Toast2IT, LLC under an OV certificate valid through April 2027, countersigned by a DigiCert timestamp authority so the signature outlives the certificate. Download and verify both facts before executing in restricted environments — the signature establishes the publisher, the hash proves the bytes reached you intact:

irm https://loam.team/api/ide/download/installer -OutFile docpro-install.ps1, then Get-AuthenticodeSignature docpro-install.ps1 (expect Valid) and Get-FileHash docpro-install.ps1 -Algorithm SHA256.

SHA-256: addcf618c513207b0d6b24a40f1e712794b18117c71b5f702c6a9b774bbd7257

No MSI or MSIX package is currently available. WDAC and AppLocker policies that allowlist by publisher should target the VS Code Marketplace signing certificate.

Coming

What’s on the roadmap for IT.

Next Steps

Questions that aren’t answered here.

The Security page covers the developer-facing view: what's encrypted, how deletion works, and memory boundaries. This page covers the IT-facing view. If neither answers your question, reach the team directly.

Claims on this page are grounded in a code-level audit of the Loam backend and were last checked against the source on 2026‑07‑20, in the team's 60th code‑review pass; see Security for the methodology. We stamp the date rather than tell you it is current.