auth-setup（授权设置）

Convex Authentication Setup

Implement secure authentication in Convex with user management and access control.

When to Use

• Setting up authentication for the first time
• Implementing user management (users table, identity mapping)
• Creating authentication helper functions
• Setting up auth providers (Convex Auth, Clerk, WorkOS AuthKit, Auth0, custom JWT)

First Step: Choose the Auth Provider

Convex supports multiple authentication approaches. Do not assume a provider.

Before writing setup code:

1. Ask the user which auth solution they want, unless the repository already makes it obvious
2. If the repo already uses a provider, continue with that provider unless the user wants to switch
3. If the user has not chosen a provider and the repo does not make it obvious, ask before proceeding

Common options:

• Convex Auth - good default when the user wants auth handled directly in Convex
• Clerk - use when the app already uses Clerk or the user wants Clerk's hosted auth features
• WorkOS AuthKit - use when the app already uses WorkOS or the user wants AuthKit specifically
• Auth0 - use when the app already uses Auth0
• Custom JWT provider - use when integrating an existing auth system not covered above

Look for signals in the repo before asking:

• Dependencies such as @clerk/*, @workos-inc/*, @auth0/*, or Convex Auth packages
• Existing files such as convex/auth.config.ts, auth middleware, provider wrappers, or login components
• Environment variables that clearly point at a provider

After Choosing a Provider

Read the provider's official guide and the matching local reference file:

• Convex Auth: official docs, then references/convex-auth.md
• Clerk: official docs, then references/clerk.md
• WorkOS AuthKit: official docs, then references/workos-authkit.md
• Auth0: official docs, then references/auth0.md

The local reference files contain the concrete workflow, expected files and env vars, gotchas, and validation checks.

Use those sources for:

• package installation
• client provider wiring
• environment variables
• convex/auth.config.ts setup
• login and logout UI patterns
• framework-specific setup for React, Vite, or Next.js

Then read references/common-patterns.md for the Convex-side patterns that apply across providers:

• mapping ctx.auth.getUserIdentity() to a users table
• getCurrentUser and getCurrentUserOrNull
• authorization helpers such as requireAdmin
• ownership checks and team membership checks
• public, private, and hybrid query patterns

Do not invent provider-specific setup from memory when the docs are available. Do not assume provider initialization commands finish the entire integration. Verify generated files and complete the post-init wiring steps the provider reference calls out.

Workflow

1. Determine the provider, either by asking the user or inferring from the repo
2. Ask whether the user wants local-only setup or production-ready setup now
3. Read the matching provider reference file
4. Follow the official provider docs for current setup details
5. Apply the shared Convex patterns from references/common-patterns.md
6. Wire storeUser or equivalent identity sync only if the app needs a users table
7. Add authorization checks for ownership, admin access, or team access as needed
8. Verify login state, protected queries, environment variables, and production configuration if requested

If the flow blocks on interactive provider or deployment setup, ask the user explicitly for the exact human step needed, then continue after they complete it. For UI-facing auth flows, offer to validate the real sign-up or sign-in flow after setup is done. If the environment has browser automation tools, you can use them. If it does not, give the user a short manual validation checklist instead.

Reference Files

Provider References

• references/convex-auth.md
• references/clerk.md
• references/workos-authkit.md
• references/auth0.md

Shared Patterns

• references/common-patterns.md

Checklist

• Chosen the correct auth provider before writing setup code
• Read the relevant provider reference file
• Asked whether the user wants local-only setup or production-ready setup
• Used the official provider docs for provider-specific wiring
• Users table with tokenIdentifier index
• getCurrentUser helper function
• storeUser mutation for first sign-in
• Authentication check in all protected functions
• Authorization check for resource access
• Clear error messages ("Not authenticated", "Unauthorized")
• Client auth provider configured for the chosen provider
• If requested, production auth setup is covered too