Commit Graph
37 Commits
Author SHA1 Message Date
f77fcbf4bf feat(apps): add Telem.AI web search connection (#15379)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Research agents need current web information.
> - The Apps catalog connects agents to remote MCP tools through the
normal access rules.
> - Telem.AI supplies web search and page reading through one API key.
> - This PR adds its catalog entry, optional search settings, artwork,
and setup guide.
> - The connection keeps an operator's saved header policy when they
reconnect.

## Linked Issues or Issue Description

Refs #15302. Related catalog work: #13881.

This PR continues #15302 by Yifei Ai (@aiwen324). Thank you for the
connector and its review fixes. All seven original commits are
preserved. GitHub denied the attempt to push to the contributor's fork,
so this branch retains the repair commit and merges current master.
Master now includes the same test fix.

For a squash merge, keep the original author in the final commit
message:

```text
Co-Authored-By: Yifei Ai <aiwen324@users.noreply.github.com>
Co-Authored-By: Paperclip <noreply@paperclip.ing>
```

A search found no separate public Telem issue or competing Telem PR. The
existing Apps path matches the roadmap.

**Agent or provider**

Telem.AI provides web search and page reading through a hosted MCP
server.

**Why this adapter is useful**

Agents can use multiple search providers through one governed
connection. Operators can set the search tier, auto routing, and
provider lists.

**How the agent is invoked**

The remote MCP server uses Streamable HTTP at
`https://mcp.telem.ai/mcp`. The API key uses an `Authorization: Bearer`
header. See the [official MCP
guide](https://docs.telem.ai/integrations/mcp/).

## What Changed

- Add the Telem.AI definition, research entry, permission review, and
generated registry entry.
- Add four optional settings. Unset settings send no request header.
- Add official light and dark artwork, source records, and a setup
guide.
- Forward company, issue, agent, run, project, and correlation IDs by
default. Preserve a saved policy, including disabled forwarding, on
reconnect.
- Add catalog and connection tests.

## Verification

Current head: `b4164477fb1b312a504789bf17b51c963244c0fd`.
Merged master: `228f0e2807c5b59d2aa129cf2d80b9777ebabf07`.

- Resolved five shared catalog conflicts after the Superagent connection
merged.
- Keep both providers in the research ledger, generated registry,
generator, branding manifest, and connection guide index.
- Correct the combined catalog totals: 52 self-serve candidates, 55
research entries, and 68 Apps entries.
- The published Git tree exactly matches the tested local resolution.
- Catalog and Apps UI suites: **295 tests pass** after the catalog count
fixes.
- Connection service suite: **387 tests pass** in the full run. Its only
failure was the old catalog count. That test passes on a focused rerun
after the fix. This gives **388 passing service tests** across the two
runs.
- Total focused coverage: **683 passing tests**. The first runs exposed
four fixed-count assertions that needed the combined totals.
- Shared package build and plugin SDK compile pass. Token gates and
whitespace checks pass.
- Generation with `--definitions-only` reproduces the Telem definition
and registry. The unrelated AgentMail and Linear drift remains excluded.
- Local UI typecheck ended with exit 137 at the container memory limit.
Full local typecheck, test, and build are not claimed. Earlier runs also
recorded missing Cargo and Node development headers.
- GitHub reports a clean merge state against master `228f0e280`.
- All 54 checks are complete: **52 passed and two Storybook checks
skipped**. No check failed or remains pending.
-
[CI](https://github.com/paperclipai/paperclip/actions/runs/37545412406)
passes on this head. This includes typecheck, build, tests, browser
shards, Runner checks, and Canary Dry Run.
-
[Greptile](https://github.com/paperclipai/paperclip/pull/15379#issuecomment-6024519537)
is **5/5 on this head**. There are no review threads, open P2s,
recommendations, or follow-ups.
-
[Superagent](https://github.com/paperclipai/paperclip/runs/112548142930)
passes.
- Final recovery checks confirm all seven original commits and current
master remain in history. Token gates and whitespace checks pass.
- The final recovery run makes no source change. It verifies the
published repair and retains the local check limits below.
-
[Commitperclip](https://github.com/paperclipai/paperclip/actions/runs/37545407943)
passes with no failures. Its only informational note asks the merger to
keep the author trailer above.
- All seven original contribution commits remain in history. The diff
against master contains the same 14 Telem files. It adds no dependency,
lockfile, schema, or workflow change.
- The managed GitHub CLI capability was missing in this run. The
installed GitHub connection applied the base files, merged master, then
restored the tested combined catalog. No history was rewritten.

The previous head `2d32a0094` passed all remote gates and had Greptile
5/5. Those results do not verify this new head.

The original PR reports live setup, discovery, settings headers, gateway
calls, and context-header forwarding. This repair does not repeat those
account-bound checks. The permission record still marks maintainer live
qualification as outstanding.

## Risks

- Telem.AI receives the six context IDs by default. The saved header
policy controls forwarding. Search use is billed to the account that
owns the key.
- All agents on a connection share its search settings.
- The merge uses master's route-test setup unchanged. The
company-boundary assertions remain intact.
- No schema, dependency, or workflow change is included.
- Live provider evidence is attributed to the original contributor.
Maintainer live qualification remains outside this CI repair.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- Original contribution: Anthropic Claude Opus 5.5 (`claude-opus-5-5`),
1M-token context, through Claude Code with shell, editing, and test
tools, as disclosed in #15302.
- CI repair and review: OpenAI `gpt-6-astra`, through Codex with
reasoning, shell, editing, and GitHub tools. The runtime does not expose
the context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Yifei Ai <aiwen324@gmail.com>
Co-authored-by: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 16:33:18 -07:00
Devin Foley 8cbd21b3e7 feat(apps): add Superagent connection (#15394)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents reach external services through the Apps catalog. Each
catalog entry is a reviewed `AppDefinition` that connects a provider's
hosted MCP server to Paperclip's shared vault, grants, policies,
gateway, and audit trail.
> - Superagent (`superagent.sh`) is a security platform. Its hosted MCP
server lets agents read and triage security findings, start red-team
reports, run Contributor Trust and dependency update jobs, and score web
pages, email, files, skills, MCP repositories, and packages before an
agent trusts them.
> - Superagent is not in the catalog. Operators must use the generic
"Connect your own MCP server" flow. That flow has no branding, no key
guidance, and no warning about billable or destructive tools.
> - The connector playbook supports this provider with existing
definition fields. The server accepts an organization API key as a
bearer header. It publishes no OAuth authorization-server metadata, so
browser sign-in is not possible.
> - This pull request adds the Superagent definition, its artwork, the
research and permission-review ledger rows, documentation, deterministic
tests, and one reviewed risk-classification rule.
> - The benefit is a branded, governed Superagent connection with clear
key guidance and a warning about tools that cost credits or delete data.

## Linked Issues or Issue Description

**Problem or motivation**

Teams that use Superagent for PR security, red teaming, and agent
guardrails want their Paperclip agents to read findings, return
structured reports, and score content before they use it. Superagent is
not in the Apps catalog. Operators must paste the MCP URL and an
`Authorization` header into the generic remote-MCP flow. That flow gives
no branding and no provider guidance. It also does not tell the operator
that the key reaches the whole organization, or that some tools consume
credits or permanently delete findings.

**Proposed solution**

Add a catalog-only Superagent connection that follows the connector
playbook. It has one method: a customer organization API key
(`sk_live_...`), sent as an `Authorization: Bearer` header to
`https://www.superagent.sh/mcp`. The field helper text explains that
Superagent keys are not scoped. The method warning tells operators to
set billable and destructive actions to Ask first before agents run
unattended. All discovered tools stay governed by the normal per-action
policies.

**Alternatives considered**

A browser sign-in method was not added. The server's protected-resource
metadata names `https://superagent.sh` as its authorization server, but
that origin publishes no `oauth-authorization-server` or
`openid-configuration` document, so Paperclip cannot discover OAuth
endpoints. A plugin was not needed because the connection needs no
custom UI, tables, workers, or webhooks. Relying on the generic risk
classifier was not enough. Several Superagent mutations
(`triage_finding`, `scan_*`, `restore_agent_builtin_rule`) use names
that it reads as reads, so a narrow reviewed Superagent rule was added
instead.

**Roadmap alignment**

This extends the existing self-serve remote-MCP connection catalog. It
does not overlap planned core work.

## What Changed

- Added the `superagent` row to
`packages/shared/src/self-serve-mcp-research.json` (API-key auth, risk
tier S4).
- Added the `superagent` provider to
`scripts/ingest-app-definitions.mjs` (category, key placement and
placeholder, console links, guidance, description). Regenerated
`packages/shared/src/app-definitions/superagent.json` and the generated
registry.
- Added the `superagent/mcp-api-key` permission review to
`doc/connections/tool-method-permission-reviews.json`, with
key-permission text and evidence links.
- Added Superagent's official mark
(`ui/public/brands/apps/superagent.png`, the 460×460 avatar of the
official `superagent-ai` GitHub organization) and the brand manifest
entry.
- Added gallery copy for the Superagent card.
- Added a reviewed Superagent rule to `classifyRisk` in
`server/src/services/tool-access.ts`. Only `list_*` and `get_*` tools,
and tools that Superagent marks read-only, are reads. `delete_*` and
`revoke_agent_client` are destructive. All other tools are writes, so
billable and rule-changing tools can be set to Ask first.
- Put the Ask-first advice in the API-key helper text, because the key
form shows helper text and not method warnings.
- Added `doc/connections/SUPERAGENT.md` (transport and auth, why there
is no OAuth, administrator setup, capabilities and policy, manifest,
brand provenance, validation hook). Linked it from the connections
README and the permission audit.
- Tests: definition shape, store visibility and artwork, URL
recognition, the bearer header on discovery with the key kept out of
connection config, read/write/destructive classification of fixture
tools, the Superagent risk rule (including `triage_finding` and
`restore_agent_builtin_rule`), the visible Ask-first advice and API-key
gating of the connect form, and the pinned catalog counts.

## Verification

- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
packages/shared/src/app-definitions-url.test.ts
ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx
ui/src/lib/app-brand-assets.test.ts
ui/src/pages/apps/AppLogo.brand-assets.test.tsx`: 317 passed.
- `pnpm exec vitest run
server/src/__tests__/tool-access-service.test.ts`: 385 passed.
- `node scripts/check-app-brand-assets.mjs` and `node --test
scripts/app-brand-validation.test.mjs`: passed.
- `pnpm --filter @paperclipai/shared typecheck`, `pnpm --filter
@paperclipai/server typecheck`, and `pnpm --filter @paperclipai/ui
typecheck`: clean.
- Manual: in a local instance, open Apps → Browse and confirm the
Superagent card and icon. Open `/apps/connect?source=superagent`.
Confirm the single API-key method, and confirm that Connect enables only
after a key is entered.
- Live metadata probe on 2026-10-06: an unauthenticated `initialize` on
`https://www.superagent.sh/mcp` returns 401 with
`resource_metadata="https://www.superagent.sh/.well-known/oauth-protected-resource"`.
That document returns 200. No authorization-server metadata exists at
the named issuer.

## Risks

- Low risk to existing providers. The change is additive catalog data
plus tests. The generated registry only gains one import. The new risk
rule runs only for Superagent connections.
- A Superagent key reaches its whole organization. Some tools consume
credits (`create_*_report`, `triage_finding`) or delete data permanently
(`delete_finding`). Every action starts Allowed under the current
product default. The key helper text tells operators to set these
actions to Ask first.
- The permission-review ledger records live proof as not run. No
Superagent account was used. The lifecycle checklist in
`doc/connections/SUPERAGENT.md` needs a documented pass before the entry
is fully qualified.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`, 1M context) in Claude Code, with
extended thinking and tool use (shell, file editing, web fetch, browser
checks).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-10-06 15:57:16 -07:00
88ff98b83d feat(apps): add read-only Enterpret MCP with OAuth and org tokens (#13906)
## Thinking Path

> - Paperclip agents need governed access to Enterpret's hosted MCP
tools for customer feedback.
> - The official Enterpret MCP is read-only. Enterpret Agent’s beta
write MCP is a separate service and is outside this PR.
> - This PR supports both organization auth tokens and personal browser
OAuth for the official MCP.
> - Enterpret committed to fixing OAuth scope behavior and reducing its
token-revocation cache window. The provider fixes will follow after
connector deployment and do not gate this release. Paperclip functional
validation remains required. New tools stay quarantined on refresh.
> - This PR combines the original connector and Vivek's token-path work
on current master, with live self-hosted QA recorded in the validation
guide.

## Linked Issues or Issue Description

No public issue covers this connector. This PR incorporates the work
from #14737. The independent OAuth scope-provenance fix is #14059; it is
not required for the organization-token path. #13890 is a merged
connector precedent. #13692 provides the connector-authoring skill.

**Problem or motivation**

The generic MCP setup can reach Enterpret, but it has no reviewed
Enterpret entry, method-specific setup, artwork, or policy defaults. The
original connector branch had also fallen behind master.

**Proposed solution**

Publish the Enterpret catalog entry with an organization auth token as
the selectable method. Support browser OAuth through instance-local DCR
on the same read-only endpoint. Default `run_graph_query` to Ask first
and quarantine tools newly found on refresh.

## What Changed

- Added the Enterpret app definition, generated registry, official icon,
Browse card, setup copy, tests, and Storybook states.
- Combined #14737 and resolved the current-master conflicts, including
the connector permission audit.
- Preserved catalog quarantine on token reconnect and updated expiry
guidance to follow the token's dashboard expiry. The QA token displayed
three months, contradicting the former six-month copy.
- Enabled personal OAuth for the official read-only MCP. Removed the
write-capability inference and OAuth draft-only setup restriction. The
beta Agent endpoint is excluded.
- Preserved tool quarantine during token reconnect, with a regression
test for existing quarantined and newly discovered tools.
- Added OAuth scope and revocation-cache disclosures and an interactive
Storybook retry check.
- Merged master `d9f600043` into the existing PR branch without
rewriting history. Resolved four conflicts, regenerated the combined
registry, and retained the model-provider assertions with a catalog
count of 66.
- Recorded live QA and its limits in
[doc/connections/ENTERPRET.md](https://github.com/paperclipai/paperclip/blob/950bacc52/doc/connections/ENTERPRET.md).

## Verification

Current head: `6c73d3084202ccbb25080e7a4e9c3467bc1341dd`. All 513
focused connector, discovery, OAuth, policy, shared-definition, and
UI-handoff tests passed across 11 suites. Full repository typecheck,
build, Storybook build, token gates, module boundaries, Node policy,
no-git-push policy, and typecheck-build-gaps passed. Release-registry
tests passed 129/129 with modern Bash. The four failures with macOS Bash
3.2 also reproduced on untouched master.

The full test suite passed in CI on this exact head, including every
general-test and serialized-server shard and all eight E2E shards. The
duplicate local `pnpm test:run` was stopped after these remote test
lanes passed; it did not complete locally. The combined registry was
regenerated. Regeneration also reproduces existing Linear and AgentMail
definition drift on untouched master; those unrelated changes were
excluded.

On an isolated self-hosted Paperclip instance, an organization token
connected and discovered eight actions. `get_organization_details`
returned the intended organization before and after reconnect. Catalog
refresh, invalid-token failure and valid-token recovery, activity
logging, local disable, and local removal were exercised. No feedback
quotes or graph query were requested. Paperclip revoked both QA
connection secrets and archived the QA connections.

The token-path agent access preview correctly showed an action Off, but
the board Test endpoint still invoked it as the board user. This shared
Test-path mismatch is documented; it is not evidence that a real agent
can bypass policy. An actual token-path agent-session denial, a real
agent process, expiry recovery, server/VPS, and Cloud remain unverified.

Enterpret's dashboard confirmed the QA token was revoked, but the same
token immediately reconnected and completed a safe read. Vivek explained
this as a 24-hour validity cache and committed to reducing the window.
The new maximum delay and deployment remain unverified. The earlier
OAuth check reported `mcp:write` and `email` for an `mcp:read` request.
This is a scope mismatch; it did not prove access to write tools. On
2026-10-01 the account holder relayed Vivek’s clarification that the
official MCP is read-only and the beta Agent write MCP is separate.

## Risks

The organization token can read the organization's customer feedback,
and provider-side revocation did not immediately stop access. Operators
should check each token's displayed expiry and remove Paperclip's local
connection when retiring access. The account holder confirmed the
provider fixes are fast follows after deployment. Release can proceed
with the current scope reporting and up-to-24-hour revocation delay
documented, once fresh OAuth authorization/refresh, real-agent
allow/deny, CI, and review pass. Retest the reduced revocation window
after Enterpret deploys it. Scope labels alone must not be used to claim
write access.

Greptile is 5/5 on head `6c73d3084` with no actionable findings. All
current-head CI checks pass, including the canary dry run. Live
agent-session denial and fresh OAuth refresh remain explicit deployment
QA items. The board Test panel does not prove agent authorization.
Provider scope-reporting and revocation-cache fixes are accepted fast
follows after deployment.

## Model Used

Original connector and validation record: Claude Opus 5 through Claude
Code. Integration, current-master reconciliation, and token-path QA:
OpenAI Codex, GPT-6 family (exact host variant not exposed), using
repository tools and an isolated runtime. Contributor commits retain
their authors.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either linked existing issues or described the issue in-PR
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal issue
ID
- [x] I have run relevant local tests and checks
- [x] I have updated relevant documentation
- [x] I have considered and documented the risks above
- [x] All current-head CI gates are green
- [x] Greptile is 5/5 with no actionable follow-ups

If squash-merging, preserve contributor credit in the squash message:

Co-Authored-By: Vivek Kaushal <kaushalvivek@users.noreply.github.com>

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
Co-authored-by: Vivek Kaushal <vivek@enterpret.com>
2026-10-06 14:35:51 -05:00
DottaandPaperclip 9f7057e122 feat(connections): configure custom model providers across agent harnesses (#14970)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use a harness, a model, and a credential to run tasks.
> - Connections already store credentials and control who can use them.
> - Custom providers also need an endpoint and a supported API format.
> - A per-agent endpoint would duplicate credentials and access rules.
> - This pull request stores routing on the connection and projects it
into the harness.
> - Isolated credentials and protocol checks keep the selected
connection authoritative.

## Linked Issues or Issue Description

Refs #37, #13083, #14104, #14565, #12692.

#14016 is a reference only. This PR has its own schema, vault
persistence, routing validation, runtime projection, and tests. None of
the five commits in #14016 is an ancestor of this branch. We do not
depend on or plan to merge it. #14967 addresses task-pinned account
pools. #14422 addresses another provider integration.

This is the first of two linked PRs. Merge this connection change before
#15341, which refines agent setup and adds the qualification harness.
The split keeps each review below 100 changed files. Provider catalog
entries have usable setup forms in this PR. Local browser subscription
sign-in is included.

## What Changed

- Store non-secret routing metadata on AI connections. Vault provider
API keys, including Bedrock bearer API keys. Reject general AWS access
keys.
- Enforce company, owner, human audience, agent access, connection
status, and protocol checks before resolving credentials. Keep reconnect
destinations immutable and retain connection identity during key
rotation.
- Project OpenRouter and compatible custom endpoints into Codex, Claude,
OpenCode, and local Hermes. Carry these settings through both legacy and
native runner transports. Clear conflicting host credentials and redact
keys from diagnostics.
- Preserve older OpenRouter accounts and native personal defaults. Add
Google API-key accounts and migration `0306` for the two
provider-default constraints.
- Run local Claude and Codex subscription sign-in behind the existing
browser sign-in card. Use private attempt homes and owner-bound
completion instead of a copied terminal command.
- Seed isolated Gemini authentication and preserve OpenCode workspace
permissions. Keep the selected connection authoritative. The independent
Gemini and Grok workflow fixes are in #15341.
- Keep native OpenCode custom gateway keys in a runner-owned
selected-model proxy; the harness config contains only a session-scoped
capability. Honor runtime outgoing proxy and certificate settings.
Preserve streamed responses and revoke the proxy on close or startup
failure.
- Allow ordinary members to connect native personal accounts before an
agent exists.
- Repair routed accounts from task cards using the saved provider
destination, protocol, model aliases, and connection identity.
- Add provider catalog definitions, model discovery, pinned logos, and
complete native and routed setup forms. Allow a personal routed
connection before a new agent exists. Keep endpoint authentication keys
out of Hermes terminal children.
- Recover cancelled or restarted browser sign-in with a clear restart
action. Support no-auth endpoints without a vault credential. Add
isolation and recovery regressions and runtime documentation.

## Verification

- Updated with `origin/master` at `22a3ea341`. Migration `0306` follows
the new master migration and passes migration and snapshot checks.
- The integrated connection regressions passed 152 tests and 50 native
OpenCode driver tests, including key-free child-shell configuration
reads, authenticated/no-auth forwarding, streaming, model/path
restrictions, cancellation, outgoing proxy routing, and NO_PROXY bypass.
Provider setup has 14 passing tests. The pinned real OpenCode 1.18.34
executable also completed a turn through the proxy against a local
synthetic provider; the reusable key was absent from its config. A
second real-executable smoke passed with an HTTPS CONNECT proxy and
runtime-specific synthetic certificate trust. Certificate-file and
certificate-directory regressions pass.
- Task-card repair passed 48 tests, including OpenRouter, Bedrock, and
custom gateway reconnect cases. UI typecheck and token gates passed.
- The prior core regression set passed 133 tests across new-agent setup,
provider forms, browser sign-in, routing projection, and connection
authorization. Token gates and UI typecheck passed.
- Full workspace typecheck and production build passed again after the
latest integration and credential-proxy fix. The merged deterministic
runner E2E suite passed 1,400 Vitest tests and 128 Node tests.
- Full workspace typecheck passed on the prior linked combined
implementation. Production build, Storybook build, 1,316 browser-harness
Vitest tests, and 128 Node tests passed. Head `9d964c8d9` includes the
latest master integration and regenerated migration. This exact head
passed 54 remote checks with four expected skips and Greptile 5/5; no
review threads remain open. An unchanged server fixture had a random
six-character issue-prefix collision on its first attempt. All 245 tests
passed locally and the single CI retry passed.
- A provider-free terminal check used the cited supported Hermes source
and dummy keys. Gateway and OpenRouter terminal children could not read
the selected key.
- The broad local Vitest attempt passed 15,442 tests but was not green.
It had an embedded-Postgres startup failure, an HTTP logger timeout, an
origin socket error, and a browser cancellation wait timeout. The
cancellation wait was corrected. The relevant connection tests and the
full origin test file passed separately. Latest-head CI must pass before
merge.
- Prior credential-backed acceptance exercised task creation, tool use,
artifact delivery, completion, and context-dependent follow-up. Claude
legacy and native runners passed Bedrock with `us-east-1` and
`us.anthropic.claude-sonnet-4-6`.
- Historical local qualification retained 43 passing API/gateway cells
out of 46. Those attempts span earlier builds. They do not qualify this
exact commit or staging. All subscription combinations and staging
remain unqualified.
- Verify native subscription and API-key setup. Connect a regular
provider catalog row. Verify an incompatible harness and a changed
reconnect URL are rejected. Use #15341 for the complete browser
campaign.

## Risks

- Migration `0306` changes two check constraints. It preserves rows and
is safe to reapply. It takes normal constraint-change locks.
- Credential projection touches several harnesses. CLI upgrades can
change provider configuration and session behavior.
- The native OpenCode proxy adds a loopback hop, pins requests to the
selected model, limits request bodies to 16 MiB, rejects redirects, and
expires at session close. It prevents reusable keys in the child
configuration; it is not an OS isolation boundary against a process
debugger running as the same user.
- Custom endpoints must be reachable from the agent environment. Saving
a connection does not prove connectivity. Bedrock keys require rotation
before expiry.
- Gemini CLI 0.58.0 has an upstream ACP new-file error conversion
defect. Provider overloads and an unresolved follow-up timeout also
affect live Gemini qualification. We have not patched the installed CLI
or marked those cases as passing.
- OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore,
Process, HTTP, and legacy ACPX local are excluded. Vertex, ambient AWS
identity, arbitrary auth headers, and custom routing for other harnesses
are excluded.
- These PRs do not establish production or staging qualification for
every provider and login method.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser testing. The exact deployment model ID and
context window size were not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 13:29:03 -05:00
DottaandPaperclip 4857799a88 feat(connections): deliver saved instructions to authorized agent turns (#15216)
Persist optional connection instructions and deliver authorized snapshots to agent execution prompts. Keep provider templates with each app definition, preserve edits and opt-outs, and replace sessions when guidance or access changes.

Use shared production settings across setup and Permissions, with source visibility in agent Instructions. Add the initial memory-provider defaults and managed Honcho workspace configuration. Include migration 0298 and regression coverage for generic providers, runtime delivery, authorization, and catalog regeneration.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-05 18:16:00 -05:00
Devin FoleyandPaperclip 5b8b2b38ca feat(apps): add Neon connection (#14980)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents reach external services through the Apps catalog. Each
catalog entry is a reviewed `AppDefinition` that wires a provider's
hosted MCP server into Paperclip's shared vault, grants, policies,
gateway, and audit trail.
> - Neon is a widely used serverless Postgres provider with an official
hosted MCP server, but it is not in the catalog. Teams that run their
databases on Neon must use the generic "connect your own MCP server"
path, which has no branding, no guidance, and no project or read-only
controls.
> - The connector playbook requires a catalog entry for a provider like
this: the hosted server supports dynamic client registration and bearer
API keys, and the common definition fields can express every option
Paperclip can serialize.
> - This pull request adds the Neon definition, its official artwork,
the research and permission-review ledger rows, documentation, and
deterministic tests, without any provider-specific runtime code.
> - The benefit is a one-click, governed Neon connection with optional
project pinning and read-only mode, and a documented path to live
qualification.

## Linked Issues or Issue Description

**Problem or motivation**

Neon is a common Postgres host for the applications agents work on, but
Paperclip's Apps catalog has no Neon entry. Operators who want agents to
inspect schemas, run SQL, or manage branches must paste the MCP URL into
the generic remote-MCP flow, which gives no branding, no provider
guidance, no project boundary, and no read-only switch.

**Proposed solution**

Add a catalog-only Neon connection built from the connector playbook:
browser sign-in through Neon's dynamic client registration with the
reviewed `read` and `write` scopes, or a customer API key sent as an
Authorization bearer header. Both methods expose Neon's documented
`projectId` pin and `readonly` switch as optional Advanced fields. Every
discovered tool stays governed by the normal per-action policies.

**Alternatives considered**

A plugin was not needed because no custom UI, tables, workers, or
webhooks are involved. A separate read-only method was not added because
the playbook treats read-only switches as advanced fields rather than
methods. Neon's repeatable `category` query filter was left out because
tenant fields serialize lists as one comma-joined value, so it cannot be
sent correctly without new runtime code; per-action policies cover
catalog narrowing instead.

**Roadmap alignment**

This extends the existing self-serve remote-MCP connection catalog and
does not overlap planned core work.

## What Changed

- Added the `neon` provider to `scripts/ingest-app-definitions.mjs`
(category, API-key placement, methods, tenant fields, guidance,
warnings) and regenerated
`packages/shared/src/app-definitions/neon.json` plus the generated
registry.
- Added the Neon row to the self-serve MCP research ledger with
`dcr_or_api_key` auth and risk tier S4.
- Added permission reviews for `neon/mcp-oauth` (explicit scopes `read`,
`write`, taken from Neon's live authorization-server metadata) and
`neon/mcp-api-key` (provider key), with evidence links.
- Added Neon's official tile icon (`ui/public/brands/apps/neon.png`,
copied byte-for-byte from the icon linked by neon.com) and the brand
manifest entry.
- Added prosumer gallery copy for the Neon card.
- Added `doc/connections/NEON.md` (service involvement, endpoints,
administrator setup, capabilities and policy, manifest, brand
provenance, validation hook) and linked it from the connections README
and the permission audit.
- Tests: Neon definition shape, store visibility and artwork, URL
recognition, reviewed scopes with scope-widening rejection, URL
projection of the project pin and read-only flag, invalid project ID
rejection, the connect form's API-key gating, and the pinned catalog
counts.

## Verification

- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
packages/shared/src/app-definitions-url.test.ts` — 34 passed.
- `pnpm exec vitest run
server/src/__tests__/tool-access-service.test.ts` — 367 passed.
- `pnpm exec vitest run ui/src/pages/apps/AppsConnect.test.tsx
ui/src/pages/apps/Browse.test.tsx ui/src/lib/app-brand-assets.test.ts
ui/src/pages/apps/AppLogo.brand-assets.test.tsx` — all passed.
- `node scripts/check-app-brand-assets.mjs` and `node --test
scripts/app-brand-validation.test.mjs` — passed.
- `pnpm --filter @paperclipai/shared typecheck`, `pnpm --filter
@paperclipai/server typecheck`, `pnpm --filter @paperclipai/ui
typecheck`, `pnpm check:token-gates` — clean.
- Manual: in a local instance, open Apps → Browse, confirm the Neon card
and icon, open `/apps/connect?source=neon`, confirm both methods, the
Advanced project pin and read-only toggle, and that Connect enables
after an API key is entered. The operator completed a live connection
against a Neon account on this build.
- Live metadata probed on 2026-10-02: both `.well-known` documents at
`mcp.neon.tech` return the recorded endpoints and scopes; an
unauthenticated `initialize` returns 401 with `resource_metadata`.

## Risks

- Low risk to existing providers: the change is additive catalog data
plus tests. The generated registry only gains one import.
- Neon's hosted server grants broad project and database management. The
definition carries two warnings, recommends a development project, and
keeps every write under the normal action policies; the read-only switch
is enforced by Neon's server, not locally.
- The permission-review ledger records live proof for both methods as
not run; the full lifecycle checklist in `doc/connections/NEON.md` still
needs a documented pass before the entry is considered fully qualified.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- Claude Fable 5.1 (`claude-fable-5-1`) in Claude Code, with extended
thinking and tool use (shell, file editing, browser verification).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 15:04:52 -07:00
DottaandPaperclip 6c1a75da49 feat(connections): make AgentMail a default connection with inline setup (#14772)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents access to external services.
> - AgentMail needs both a saved key and an inbox assigned to the agent.
> - Chat requests offered a setup link instead of an inline card and
could treat a saved key as complete.
> - Inbox setup also hid address conflicts behind a generic server error
and a separate review step.
> - This pull request makes AgentMail a default connection, adds the
inline card, reduces setup to two steps, and shows conflicts beside the
address.
> - Shared native dropdown styles also give every caret a consistent
inset.

## Linked Issues or Issue Description

**What happened?**

AgentMail requests in chat did not show a usable inline connection card.
Manual setup required extra screens, ignored saved account keys, and
could trap new-address setup in a locked inbox dropdown. Agent selectors
omitted the avatar from the selected value. A taken address could
produce an HTTP 403 from AgentMail and appear as an internal server
error. Native dropdown arrows also touched the right edge of their
fields.

**Expected behavior**

Make AgentMail available as a default connection. Ask for the API key
inline, with a direct link to its provider page. Default human access to
the company and agent access to the requesting agent. Resume the agent
only after an assigned inbox is active. Manual setup should ask for an
agent and email address, then finish. Address checks should run as the
user types. Taken addresses should show clickable alternatives. A domain
dropdown beside the name should prefer a verified custom domain. Setup
should suggest authorized saved AgentMail keys and show agent avatars in
the picker and selected value.

**Steps to reproduce**

1. Ask an agent to connect AgentMail when it has no assigned inbox.
2. Check that an inline API-key card appears and links to the provider's
API-key page.
3. Open AgentMail setup, choose an agent, and request an address that is
already taken.
4. Correct the inline error, refresh, and finish setup with the same
request ID.
5. Inspect native dropdown carets in light, dark, disabled, and
right-to-left states.

Uses the bounded provider-error parser merged in #14768. Related work:
#13256 introduced AgentMail; #14725 expanded connection search.

## What Changed

- Stop recurring email queries for tasks that have no email thread.
Share the query between the thread provider and activity view. Keep
email-task updates and invalidation-based discovery.
- Make AgentMail available without the experimental chat setting. Keep
the catalog, setup and management routes, agent Channels tab, task email
feed, receiving worker, and agent tools available by default. Other
experimental chat providers stay gated.

- Make the email address and copy icon a single clickable action with
the shared Copied! confirmation. Add View inbox linking directly to the
matching AgentMail console inbox, with the address encoded as one URL
path segment.

- Reorganize inbox Settings around the copyable email address, usage
instructions, and receiving status. Move reconnect credentials into a
disclosure and separate the Disconnect action. Add production Settings
stories for active, paused, unassigned-address, revoked, webhook,
long-address, mobile, and reconnect states. Show repair controls when
the inbox has an error. Keep usage instructions tied to an active inbox
with an address.

- Add AgentMail channel intents and an inline key field with the direct
API-key URL.
- Keep setup and retry state tied to the interaction. Require an active
inbox for completion. Preserve company and agent access checks.
- Reduce manual setup to agent selection and email selection. Put the
domain dropdown beside the address and default to a verified custom
domain. Preserve explicit choices across reloads. Keep receiving
settings under Advanced options.
- Check the initial address and edits after a 350 ms pause. Abort
superseded requests and ignore stale responses. Show clickable
suggestions and retain known creation conflicts across reloads.
- Add a company-scoped, manager-only address check using the saved
credential. Search the visible inbox list instead of fetching an
uncreated inbox: live AgentMail retains negative lookups that can break
subsequent access-key creation. Unlisted addresses remain unknown;
creation is authoritative.
- Suggest labeled saved AgentMail keys in both manual setup and the
inline card. Filter by company, provider, active credential, and
current-user grants on the server. Prefer an account key and preserve
the selected key or an explicit new-key choice across refresh. Use
verified scope metadata and bounded concurrent checks for legacy keys.
Never return secret values.
- Catch an inbox-only key before the email step. Allow its existing
inbox only after an explicit choice. Recover old locked drafts at the
key picker. Save the replacement key before retiring an empty draft,
then use a new setup URL so refresh preserves the switched account; stop
if cleanup fails. Preserve already allocated addresses and their
original accounts.
- Use the shared AgentSelect in email setup. Show the canonical agent
avatar in each option and the selected value, including other consumers
of the shared component. Add regression coverage for legacy and current
Lucide agent-mention icon formats.
- Start each catalog Add connection with a fresh setup identity. Honor
Finish setup's exact draft/account/address instead of resuming an
unrelated browser draft. Return Cancel and Done to Connectors and Email
settings to the inbox. Group the task/thread explanation in a How it
Works card.
- Route AgentMail catalog removal through the email inbox control API,
including unfinished drafts. Refresh both the catalog and inbox views.
- Render each inbox management tab separately. Access uses the saved
account grants and agent controls; Conversations and Activity use the
shared persisted email feed. Activity lifecycle actions use the email
API. Reconnect returns to inbox Settings. Conversation failures show a
retry instead of a false empty state. Email delivery recovery stays in
the task.
- Map documented provider address conflicts to a field error. Preserve
actionable messages for other failures.
- Preserve non-secret draft fields across refresh, scoped to the
requested agent. Never save API keys in browser storage. Resume partial
inbox creation with the original agent, address, and request ID.
- Show an already-created address with explicit retry and new-address
recovery instead of locked inputs. Preserve the original inbox and
resumable draft when choosing another address. Distinguish runtime-key
404 errors and log safe provider status/operation/code.
- Apply final agent access once within email setup authorization for a
new account whose original installs are unchanged. Preserve later
permission edits and reused account installs. Support in-place retry of
progress loading.
- Let a failed inline setup change keys after retiring an empty draft.
Persist its replacement setup identity without storing secrets. Recover
a server-saved account when refresh interrupts the save response, while
preserving intentional account changes.
- Render the production setup in Storybook and add error, recovery, and
mobile states.
- Inset native select carets in shared CSS. Preserve custom icons,
listboxes, keyboard behavior, and forced-color controls.
- Add browser regression coverage and an AgentMail Product E2E case with
persisted-state and rendered-card evidence.

## Verification

- Full `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, and
`git diff --check` passed after the default-availability change.
- All 485 focused tests passed. These cover setup, management, catalog
and route gates, connection intents, email authorization, Cursor
execution, and the OpenAPI contract. All 39 email integration tests run
with the experimental chat setting off.
- The shared polling change passed four behavioral tests, UI typecheck
and build, and token gates.
- `tests/e2e/agentmail.spec.ts` passed with the actual server setting
off. This full-stack browser test uses simulated provider responses. It
covers catalog entry, saved keys, editable address and domain controls,
creation, conflicts, retry, all management tabs, clipboard feedback, the
provider link, and task email rendering.
- In the live local browser, Add connection reached the editable email
step with the saved account key. The verified custom domain was selected
by default. Both domain choices worked. The existing inbox Settings page
remained available. Both active inboxes completed new mail checks with
the setting off. No new provider inbox or email message was created for
this pass.
- Earlier live provider acceptance covered creation on a verified custom
domain, Finish connecting on the reported draft, successful mail checks
after refresh, and catalog removal of disposable draft and active
connections. Clicking the email address copied the exact address and
showed Copied!. View inbox opened the same inbox in AgentMail’s console.
No email messages were sent.
- Production setup and Settings Storybook builds and interactions
passed. Settings states include active, paused, unassigned, revoked,
webhook, long-address, mobile, and reconnect. Receiving and
revoked-access stories had zero accessibility violations.
- Full local `pnpm test:run` on an earlier revision completed with
14,709 passing, 87 skipped, and four transient failures. All four failed
cases passed in focused reruns without product changes. That serial full
local command was not repeated after each follow-up. The latest-head
full CI suite is the final test gate.
- CI found an obsolete browser assertion that hid every channel when the
flag was off. Updated it to keep AgentMail and the Channels surface
visible while preserving the GitHub chat route gates. All 11 provider
browser tests passed locally after scoping the Channels selector to the
agent sidebar. Two initial local attempts stopped at temporary Postgres
initialization. The passing run used a separate disposable database on
the existing local Postgres server; it was removed after the test.
- Updated the remaining sidebar and aggregator discovery assertions for
default AgentMail availability. Ordinary task fixtures now return no
email thread. All 128 sidebar/task-page tests and all 42 aggregator
tests passed locally.
- Latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`: full CI
passed, with 54 successful checks including Snyk and two intentional
Storybook skips. The CI run is
https://github.com/paperclipai/paperclip/actions/runs/37020833647. A
fresh Greptile review scored 5/5 with no unresolved threads. Live model
evaluations and inbound/outbound email delivery were not run.

## Risks

- AgentMail no longer needs experimental opt-in. Setup still requires a
human to connect an account and assign an inbox. Inline setup creates an
inbox after a human submits a new or saved key. Company access, agent
access, inbox assignment, and completion checks remain enforced.
- AgentMail read APIs cannot prove global address availability. The
visible-list check is bounded to 100 entries and cannot see inboxes
outside the key’s scope. The UI reports this limitation, suggests
alternatives without claiming they are free, and keeps final creation
conflicts inline. Lookup outages show an error without preventing the
authoritative creation attempt.
- Native select CSS affects the whole app. Custom-icon selects and
multi-row lists are excluded. Forced-color mode keeps the browser caret.
- Saved-key discovery uses stored verified scope metadata and checks
authorized legacy credentials concurrently within a shared three-second
deadline. Provider outages mark legacy choices unavailable; users can
still enter another key. Final use rechecks authorization and provider
access.
- No database migration or transport default change. Live connection
remains the default.

## Model Used

OpenAI Codex, GPT-6, with reasoning, tool use, and code execution. The
exact served model ID and context-window size are not exposed in this
session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused suites; full-suite
limitation documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (latest head
`b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 10:01:15 -05:00
DottaandPaperclip 4ac374103f fix(connections): repair Asana MCP and add shared-app sign-in (#14756)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections let agents use provider tools through the permission
gateway.
> - Asana provides an official remote MCP server, but its v2 server
requires a registered MCP OAuth app.
> - Setup can discover retired v1 endpoints and send a callback that
differs from the displayed URL.
> - This pull request repairs custom app setup and adds sign-in through
Paperclip's shared app.
> - Users can choose their own app without enrolling with Paperclip
Cloud.
> - Agents can use Asana tools after the user connects their account and
sets action permissions.

## Linked Issues or Issue Description

Related: #14739 supplies the personal credential repair used by resumed
Asana setup. No duplicate Asana authentication PR was found.

**What happened?**

Asana setup failed even with a user-created app. Root discovery metadata
still points at v1. MCP v2 uses the Asana OAuth issuer and requires an
MCP app with a client secret. Local setup also displayed a localhost
callback while an Origin header could make authorization use a numeric
loopback callback.

**Expected behavior**

Sign in with Paperclip's app when its broker profile is available. Keep
custom MCP app setup available without Cloud enrollment. Use the correct
issuer, callback, client credentials, and resource throughout setup.

**Steps to reproduce**

1. Open Asana in the connection catalog.
2. Supply an Asana MCP app's client ID and secret.
3. Start OAuth on a local instance opened with a numeric loopback
address, or resume a draft that cached v1 metadata.
4. Observe the wrong discovery endpoint or callback mismatch.

**Paperclip version or commit**

Reproduced from b54b2dc35c. Rebased onto
master at `0829d94af` after the single-screen setup change in #14811.

**Deployment mode**

Local development from source. The managed path also supports enrolled
self-hosted instances.

## What Changed

- Add the `asana.mcp` managed profile and the default Sign in with Asana
method.
- Use Asana's reviewed v2 protected-resource metadata before cached
endpoints.
- Require a custom MCP app's client secret and retain saved credentials
during setup or reconnect. Repair only the known Asana v1
issuer/resource binding, retaining company and callback checks.
- Expose a boolean for the acting user's saved client secret. The form
offers secret reuse only when that user has an active grant with the
required reference.
- Let users select their own app from the enrollment and
shared-app-unavailable screens, or from Advanced on the single-screen
setup page.
- Canonicalize HTTP loopback callbacks even when the request includes an
Origin header.
- Extend signed broker claims and provider URL validation for Asana.
Require refresh credentials on managed authorization.
- Document setup, distribution, and shared-app rollout requirements.
- Resolve permission-profile name collisions when finishing another
account. The live staging test found this after renaming the first Asana
connection; OAuth succeeded but profile finalization failed.

## Verification

- Final live staging proof used app commit
`c6053157c4e42ac017727117b754ae77fa5c45fa` and the real Cloud broker at
`767b63835170f664542afd0df99a76615e204b62`. In the embedded browser,
default shared sign-in required no client credentials, returned through
the central Cloud callback to the tenant, and discovered 39 actions. Get
me succeeded through the gateway as the selected QA agent (2.1 seconds).
The custom-app connection also returned a real result on this final
build (0.9 seconds).
- Retried the shared draft that failed during the first staging test. It
completed after the profile-name fix, retained the selected agent, and
kept the existing custom connection intact. Two database regressions
reproduced the collision before the fix and passed afterward. The
updated transaction rollback test also passes.
- Shared reconnect returned to the same staging connection with 39
actions. Earlier staging checks verified the custom-app fallback when
the shared profile was unavailable, saved-secret reuse on reconnect, and
Off blocking the action test. Allowed was restored after that check.
- Local live-provider checks also repaired a saved Asana v1
issuer/resource binding without reentering the secret and verified that
numeric-loopback setup uses the displayed localhost callback. Expiring
the local managed access-token timestamp triggered a real Asana refresh
and a successful Get me call. These early local broker tests used
enrollment/authentication and storage fixtures; the final staging proof
used deployed Cloud identity and persistent storage.
- The new production app is registered and configured, but production
sign-in has not been deployed or verified. Live provider revocation was
not run because the existing staging test app is shared with other
connections.

- After rebasing onto the single-screen setup flow, full `pnpm -r
typecheck`, `pnpm build`, and `pnpm check:token-gates` pass. Focused
verification passes 365 service and 36 broker-client tests. Broader
checks pass all 833 shared-package tests and all 530 connector-page
tests. The shared suite uses `TMPDIR=/private/tmp` to avoid macOS
temporary-directory symlinks in its canonical-path tests. The UI tests
verify the shared-app default and switching to a custom app with its
required client secret.
- Embedded-browser smoke on the current rebased build verified the
shared sign-in default, Advanced → custom app (client ID and secret
required), and switching back to Paperclip. Both existing Asana
connections remained connected after restart. No new provider
authorization was performed during this smoke.
- The full local `pnpm test:run` was interrupted when the execution
session restarted. Before interruption, it reported one runtime-slot
restart test failure. That test passed on an isolated retry after
clearing two unused PostgreSQL shared-memory segments. The full local
suite did not complete; CI must pass on the current head before merge.
- All 52 CI and security checks pass on
`9318fd4e9b616cdc3de12f40cdb9bd32d865af4c` (CI run `36882064080`),
including all eight browser shards, nine serialized-server shards,
build, typecheck, and canary dry run. Two optional Storybook checks were
skipped. Greptile review 4 reports 5/5 on this exact commit, with all
review threads resolved. Its updated summary identifies the current SHA;
this comment-triggered review did not publish a separate GitHub check
run.
- Provider revocation is unit-tested in the companion broker. Live
provider revocation was not run because the existing test app is shared
with other connections.

## Risks

- The shared Paperclip Asana MCP app has been registered with its
production callback and Any workspace distribution. Its secret is
provisioned in the production secret store, and the runtime client ID
and secret reference are configured. The production profile is enabled
in the saved deployment configuration. The companion broker has merged
and passed staging deployment; production sign-in still requires a
production deployment and live verification. Custom setup remains
available.
- Asana MCP uses the provider's fixed `default` grant. Paperclip action
policies limit agent tool use; they do not narrow provider consent.
- The callback correction affects HTTP loopback OAuth flows. Public
HTTPS callbacks retain their existing behavior.
- Reviewed discovery URLs now override stale cached endpoints. Tests
cover the Asana v1-to-v2 repair.
- No schema migration. Connection removal retains the existing
local-only revocation behavior.

## Model Used

OpenAI GPT-6 through Codex, with code execution, browser testing, and
GitHub tooling. The exact model variant and context window are not
exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 10:24:44 -05:00
467125fafb feat(connections): one-screen connector setup with stated defaults (#14811)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents use Connections (the Apps catalog) to act in services like
Notion, GitHub, Google Workspace and Railway
> - Each connector asked the user to answer setup questions before it
went to the provider. Most of the questions already had the correct
answer selected
> - ROADMAP.md lists "simpler setup" for Apps and Connections as ongoing
work. This change continues that work
> - This pull request removes the questions that Paperclip can answer
itself. It states the defaults in one line and moves the choices behind
"Change" and onto the Permissions tab
> - The benefit is that most connectors take one click in Paperclip and
then the provider's own consent screen

## Linked Issues or Issue Description

No public issue exists. This is the description, from the enhancement
template.

**What existing behavior does this improve?**
The setup flow for tool connectors in the Apps catalog.

**Subsystem affected**
Apps and Connections: `ui/src/features/connections`,
`ui/src/pages/apps`, the `packages/shared` app definitions, and the
OAuth routes in `server/src/routes/tool-access.ts`.

**Current behavior**
Every connector opened with an Access step. The step asked who can use
the connection and which agents get it, and both answers were already
selected. 18 connectors also asked "How do you want to connect?" when
Paperclip could rank the methods. The Google apps and Postman also asked
"What should Paperclip be able to do?" before sign-in. The four gateway
connectors (Zapier, Arcade, Composio, Executor) used a separate two-step
wizard. Asana was pinned to a customer-owned OAuth app, so the user had
to register an app in Asana's developer console. The "Set all" control
on the Permissions tab changed only one action. After the user approved
access, Railway's consent page showed "you can close this window" and
did not return to Paperclip.

**Proposed behavior**
One screen per connector, with one primary button. The screen states the
defaults in one sentence, for example "Connects for everyone in your
organization, available to all agents". A "Change" link opens one
Advanced panel. When the provider's metadata allows dynamic client
registration, Paperclip registers a client itself. Connecting lands on
the Permissions tab. On that tab, "Set all" changes every action in the
group.

**Reason and benefit**
The user makes fewer decisions before the connection exists. Most
choices are easier to make after the connection, on the Permissions tab,
where a change has an immediate effect.

**Breaking changes**
None. No schema or API change. Existing connections keep their settings.

## What Changed

- **No Access step.** `ConnectionSetupFlow` no longer has the Access
step. The flow shows the resolved default above the primary button and
on the completion screen. The access controls moved into one Advanced
panel. The panel opens automatically only when a setting in it is
required.
- **A default method for every app.** The flow always picks the ranked
default method. Alternate methods are in the Advanced panel. The Google
and Postman capability choice is not asked before sign-in. The
write-capable method is the default.
- **Gateway connectors.** `RemoteMcpProductionSetup` (Zapier, Arcade,
Composio, Executor) no longer has its own Access step. Its commit path
and the main commit path use one helper, `askFirstCatalogEntryIdsFor`,
for server-suggested defaults.
- **Dynamic registration from live metadata.**
`canRegisterOAuthClientDynamically` now allows registration when the
provider advertises a registration endpoint, even if the catalog entry
lists only customer-owned clients. The Asana and Linear definitions and
catalog text match live probes. Asana issues clients for loopback
callbacks only, so a hosted deployment still needs an Asana app.
- **Connection setup states.** New
`packages/shared/src/connection-setup-state.ts` sorts each method into
`instant`, `authorize`, `paste` or `register`. The gallery card verb
("Connect" or "Add key") comes from this resolver and the instance's
ownership availability.
- **Generic MCP.** The generic path no longer asks "Does it need a key?"
first. A credential challenge from the server shows the key field.
- **Permissions tab.** Each action row shows its risk level. Each group
has a "Set all" control. The control sends one change for the whole
group. Before, each row's save started from the same render, so the
saves overwrote each other. The Zapier/Arcade/Composio/Executor setup
screen had the same defect.
- **OAuth callback interstitial.** A cross-site browser navigation to
`/api/tools/oauth/callback` gets a small same-origin "Finishing your
connection…" page. That page repeats the request, and the repeat does
the code exchange. Railway's consent page replaces itself after about
two seconds, and the code exchange plus tool discovery takes longer than
that. The interstitial uses only a meta refresh, because the OAuth code
is single-use. Requests without `Sec-Fetch-Site: cross-site` take the
old path.
- **Linear registers through its MCP server.** Linear pins the console
endpoints at `linear.app`. Pinned endpoints now replace discovery only
when the method cannot register, or when the connection has an
operator-entered client. So a Linear connection now finds the
registration endpoint at `mcp.linear.app`.
- **Own-OAuth-app recovery stays on the one-click screen.** When the
method also accepts a customer-owned client, the client fields are in
the Advanced panel. The panel opens after a failed sign-in. "Try again"
resumes the draft with the operator's client.
- **E2E specs** follow the one-screen flow. The Access-step clicks are
removed, the specs open **Change** before they pick agents, and they
expect GitHub's **Add key** verb.
- **Default permissions do not change.** New connections still allow
every action. The user can set actions to Ask first or Off on the
Permissions tab.

## Verification

- `cd ui && npx vitest run src/pages/apps src/features/connections
--no-file-parallelism`
- `cd packages/shared && npx vitest run src/app-definitions.test.ts
src/connection-setup-state.test.ts`
- `cd server && npx vitest run src/__tests__/tool-access-service.test.ts
src/__tests__/remote-mcp-connectors.test.ts`
- `pnpm check:token-gates`
- New tests:
- `PermissionsPanel.group.test.tsx` checks that "Set all" sends one
change for the whole group. It fails on the old code.
  - `action-permissions.test.ts` checks the group update.
  - `connection-setup-state.test.ts` checks the four setup states.
- A server test checks that a cross-site callback gets the interstitial
and does not use the OAuth state, and that the same-origin repeat
completes the connection.
- Manual check on a hosted staging deployment. GitHub, Google Drive,
Composio, Notion, PostHog and Railway each connected from one screen and
returned to the Permissions tab. On Railway, "Set all" changed all 65
write actions, and the change remained after a reload.
- Visual changes: snapshot baselines are intentionally not updated. See
the `doc/design/DECISION-SHEET.md` entry "Per-change snapshot
verification demoted to dormant (Jul 13 2026)".

## Risks

- **Fewer confirmation clicks.** Organization-wide access is the
default, and the user does not confirm it on a separate step. This was
already the preselected answer. The flow shows the default before the
user clicks and again after the connection.
- **Google write scope.** Google apps now request the write-capable
scope by default. A narrower scope needs a new sign-in.
- **Dynamic registration from live metadata.** A provider can advertise
registration and then reject a redirect URI. Asana rejects hosted
callbacks, for example. In that case registration fails, and the
customer-owned client path remains available for recovery.
- **Callback interstitial.** The OAuth callback adds one same-origin
step for cross-site browser navigations. Browsers without `Sec-Fetch-*`
headers use the old direct path.
- Chat and bot connectors (Discord, Telegram, Microsoft Teams, iMessage)
do not change.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (shell, file editing, browser automation) and
extended thinking. It wrote the code, the tests and this description. A
human product owner directed the work and tested it by hand.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: scotttong <squadbot000@gmail.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-09-30 23:13:47 -07:00
DottaandPaperclip 33f2b3a159 fix: separate GitHub tools and code review bot connections (#14750)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Connectors catalog lets people give agents tools or connect
agents to conversations.
> - GitHub put these two uses behind one card and an extra choice.
> - People should choose the connection they need from the catalog.
> - This pull request keeps GitHub for tools and adds GitHub Code Review
Bot as a separate card.
> - Each card opens its setup directly. Both use the existing connection
code.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

GitHub connector discovery and setup.

**Current behavior**

With chat connectors enabled, GitHub opens a menu that asks whether to
use tools or create a bot. Saved tools and bots share the same catalog
entry.

**Proposed behavior**

GitHub opens tool account access. GitHub Code Review Bot opens agent
selection. Saved bots and drafts appear under the bot card.
Chat-disabled instances show only GitHub tools.

**Reason and benefit**

The catalog names the two uses and removes an extra setup choice. The
bot keeps the existing GitHub provider, credentials, endpoint IDs, setup
steps, and runtime.

**Additional context**

Related work: https://github.com/paperclipai/paperclip/pull/12843 and
https://github.com/paperclipai/paperclip/pull/14594 established GitHub
account identity. This change preserves that tool flow. No duplicate
catalog split was found.

## What Changed

- Split the generated app definitions into GitHub tools and GitHub Code
Review Bot. Reuse the existing GitHub logo and channel method.
- Open bot setup directly, including old resume and reconnect links.
- Put existing bot endpoints and drafts under the bot card. Hide
duplicate internal chat applications.
- Keep pasted GitHub URLs mapped to the tool connection.
- Add seven Storybook states for the catalog, saved connections,
disabled chat, both setup paths, mobile, and light mode.
- Fix narrow-screen bot rows so the label cannot overlap status and
setup actions.
- Update catalog, route, browser, and API tests, plus the GitHub
connector guide.

## Verification

- [Hosted
Storybook](https://d1p6rlowie26tp.cloudfront.net/storybook/branches/codex~2Fgithub-review-connection/?path=/story/connections-github-and-code-review-bot--catalog):
seven states built from this branch. The deployment passed its
public-file verification.
- All GitHub checks pass on `d13a2cd53561645bb2a15c6f8e75a61a936d6459`.
Two optional Storybook jobs skip under their normal trigger rules; the
manual Storybook deployment passes. The branch has no merge conflicts.
- Greptile: 5/5 on the current head, with no review comments or
unresolved threads.
- `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, and `pnpm
build-storybook` passed. The final Storybook fixture also passed UI
typecheck and the hosted build.
- Targeted catalog, URL matching, routing, grouping, brand, and chat UI
contract tests passed.
- GitHub provider browser tests: 2 passed. These cover direct tool setup
and the bot setup and management lifecycle with provider responses
mocked.
- Embedded-browser test on an isolated local instance: opened both
cards, selected an agent, saved a bot draft, and resumed the same
endpoint under the bot card after a reload.
- Storybook Tool Setup and Bot Setup assertions pass in the published
preview. Chat Disabled assertions pass locally. Inspected mobile and
light mode, including the draft-row layout and official GitHub marks.
- Local full-suite limitation: `pnpm test:run` was not clean. A
cross-company route assertion failed in the aggregate run and passed in
isolation; a workspace-runtime test reached its 30-second hook timeout.
Some isolated database reruns skipped when the embedded-PostgreSQL
availability probe failed. The local aggregate was stopped after CI
completed. The corresponding full CI suites pass all 360 tool-access
tests and all 162 workspace-runtime tests.
- No live GitHub authorization or installation was performed. The
isolated instance correctly stopped at the cloud enrollment or public
HTTPS prerequisites.

## Risks

- Low scope: catalog presentation and routing change. There is no
database migration or provider credential change.
- Existing GitHub bot URLs now open bot setup directly. The tool route
remains `/apps/connect?source=github`.
- The bot remains behind the existing chat-connectors feature flag.
Existing endpoints retain `provider: github`.
- Channel applications are represented by endpoint rows. Regression
tests cover legacy bot applications, tools, active bots, and drafts
together.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code execution, and
embedded-browser tools. The exact deployed model ID, context window
size, and reasoning setting are not exposed to this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 17:15:02 -05:00
DottaandPaperclip ad55d0a281 fix(connections): repair personal credentials and request write access (#14739)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use Apps through a gateway that checks identity, company
access, and action policies.
> - Personal pasted credentials can point to company secrets. Setup can
show success while the gateway rejects every call.
> - Several OAuth methods also omit the scopes needed for their
supported write actions.
> - This pull request gives setup, health checks, and invocation the
same credential rules. Owners repair existing connections by
reconnecting.
> - New connections request reviewed permissions for their supported
actions. Read-only choices remain available under Advanced.
> - Agents can use the connections people give them, while existing
consent, identity boundaries, and action restrictions remain enforced.

## Linked Issues or Issue Description

Refs #14009 and #14008. This addresses the personal-credential defect.
The separate GitHub organization-identity selection defect is outside
this change.

Related work: #13942 fixed part of new personal-key setup. #14200
independently fixes legacy personal reconnect and protects managed-agent
profile credentials during removal. This PR covers that ownership
invariant across key and secret-URL setup, reconnect, health, discovery,
and invocation, and keeps owner reconnect as the repair path. #14059
tracks requested versus provider-asserted OAuth scopes; it remains
separate work. I searched open PRs and issues for Zapier, Airtable
scopes, connector writes, and personal credential failures.

**What happened?**

A Zapier secret URL saved through personal setup can become a company
secret referenced by a user grant. Health checks bypass the gateway's
ownership check, so the connection appears healthy but calls fail with
`grant_credential_invalid`. Custom-header paths can also receive a
duplicate `credentials.` prefix. Omitted OAuth scopes make write access
depend on provider defaults.

**Expected behavior**

Personal invocation credentials belong to the selected user. Setup,
health, and actual calls enforce the same rule. New connections request
documented permissions for supported read and write actions. Existing
tokens gain no permissions without provider consent.

**Steps to reproduce**

1. Connect Zapier or a generic secret URL with the personal identity.
2. Allow an agent to use the connection and complete setup.
3. Invoke a tool through a run-scoped gateway. The legacy layout fails
ownership validation despite successful setup.

**Paperclip version or commit**

The implementation started from
`44736c9c7c67b7b646ead9d51721db10f5b83835` and was rebased onto master
at `94e8dec56`.

**Deployment mode**

Built from source. Regression tests use isolated PostgreSQL fixtures and
controlled MCP transports.

## What Changed

- Share credential writing, ownership validation, and canonical paths
across initial setup, resume, reconnect, rotation, health, discovery,
and gateway calls. Keep OAuth client-registration secrets separate from
invocation credentials.
- Existing personal connections with company-scoped credentials require
owner reconnect with a fresh key or secret URL. Reconnect creates a
correctly owned value and updates the existing grant and declarations.
There is no automatic ownership backfill or new startup hook.
- Preserve PostgreSQL timestamp precision when reconnect checks whether
a grant changed. Previously, converting the timestamp to a JavaScript
Date could reject reconnect with a false concurrent-change error.
- Protect credentials used by other grants, connections, bindings,
managed-agent profiles, routine triggers, or secret proposals from
connection removal.
- Review all 117 tool methods, including 84 OAuth methods. Record
explicit scopes or documented provider-default exceptions with official
evidence. Add Airtable's seven scopes, Hugging Face repository/job
scopes, and other documented MCP permissions.
- Prefer available write-capable methods. Put explicit read-only choices
under Advanced. Explain pasted-key permissions and offer reconnect for
missing OAuth consent. Preserve existing grants, policies, Google
availability gates, and curated scope allowlists.
- Reconnect generic secret URLs and custom headers using their stored
credential fields. Refresh the catalog after setup, correct reconnect
feedback and error guidance, and let Cancel exit invalid setup while
Save & exit retains draft-saving behavior.
- Apply ownership checks to the new GitHub repository/skill connection
picker. Align the permission audit with the Google scope reductions
merged on master.
- Add run-scoped gateway, ownership, owner-reconnect, OAuth URL,
insufficient-scope, UI, and catalog-wide regression coverage. Update the
connector playbook and permission audit.

## Verification

Latest commit `97bc0b86e0eae0ec892e4ac44beff1a66164b20e` passes all
CI/status gates (55 completed check runs, no failures or pending checks)
and has a completed Greptile review at **5/5 with no outstanding
findings**. GitHub reports the PR as mergeable/CLEAN.

- **Embedded browser:** used the actual server and built UI from this
worktree, a fresh isolated database, and local HTTP MCP fixtures.
Completed personal bearer-key, secret-URL, and custom-header setup;
reproduced the legacy ownership failure; reconnected through the owner’s
form; and completed writes afterward. Read-back was verified for
bearer-key and secret-URL connections. Public organization-wide setup
appeared immediately in Browse without reload. Zapier URL
validation/Cancel and Google’s enrollment gate were also exercised.
- **Persistence and invocation:** verified user ownership, canonical
`credentials.authorization` / `remote.url` / `headers.X-Api-Key`
declarations, and unchanged connection/grant identity. The old company
secrets retain their ownership. Separate HTTP calls through an actual
run-scoped gateway session completed a write and read-back.
- **Backend coverage:** the final gateway suite passes all 82 cases,
including catalog Zapier and generic inline reconnect. It checks
company/user isolation, canonical declarations, same-endpoint URL
validation, fresh credentials, retained restrictions, and real gateway
read/write execution using fixture transport. A timestamp with
PostgreSQL microseconds covers the former false reconnect conflict.
- **Local checks:** 368 catalog, gateway, repository, and UI tests
passed before the final extra Zapier case; 49 GitHub skill access tests
also passed. All three Apps browser regressions pass, including
reconnect through the actual form and catalog visibility without reload.
Full `pnpm -r typecheck`, `pnpm build`, server typecheck after the final
patch, and token gates passed. Full tool-access service runs hit varying
15-second Google fixture timeouts; both affected cases and the updated
reconnect assertion pass in isolation (3 tests). The complete test
matrix passes in CI on this head.
- **Verification limits:** no live provider account was available for
Zapier/Airtable/OAuth consent or account-bound write proof. Public
metadata and local fixtures do not establish provider consent. The
original development database clone failed on a pre-existing missing
`tool_connections_transport_check` constraint; browser acceptance used a
fresh isolated database created by the normal CLI onboarding flow.

## Risks

- Existing broken personal connections stay unusable until their owner
reconnects. Health, discovery, and invocation return an actionable
ownership error; startup does not rewrite credential ownership.
- Scope changes affect new authorization requests. Providers may still
require resource selection, account roles, paid plans, or app
verification. Existing consent and action restrictions remain unchanged.
- Shared credentials are retained rather than reassigned or revoked.
Provider-default exceptions and unavailable live checks are documented
in `doc/connections/CONNECTOR-PERMISSION-AUDIT.md`.
- No new endpoint, database table, lockfile change, or CI workflow
change is included.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code editing, shell
execution, web research, and browser tools. The exact deployment model
ID and context window were not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 14:32:34 -05:00
DottaandPaperclip 25c422ba7e fix(apps): request minimal Google service scopes (#14740)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Google connections give agents service-specific tools through
governed credentials.
> - Each connection has a reviewed OAuth scope set.
> - Docs, Sheets, and Slides request Drive permissions in addition to
their own service scopes.
> - Google documents these permissions as alternatives, not combined
requirements.
> - This pull request removes those extra permissions and redundant
Calendar write free/busy access.
> - Users grant fewer permissions without adding tools or changing
connection access policy.

## Linked Issues or Issue Description

Refs #13820. Related #14739 changes other connector permissions; it does
not reduce these Google profiles.

Companion broker PR:
https://github.com/paperclipai/paperclip-cloud/pull/615. Ship the
matching changes together after fresh-grant validation.

**What happened?**

Seven Google profiles request redundant scopes. Docs, Sheets, and Slides
request Drive scopes. Calendar write requests free/busy even though
calendar.events authorizes its availability tool.

**Expected behavior**

Each profile requests only the scopes required for its reviewed tools.
Managed and customer-owned OAuth methods use the same set.

**Steps to reproduce**

Inspect the Google profile registry and the four app definitions on the
base commit. Compare their scope sets with Google's MCP authorization
alternatives linked in the updated documentation.

**Paperclip version or commit**

Base: 94e8dec56b.

**Deployment mode**

Hosted and self-hosted Google Workspace connections.

## What Changed

- Docs, Sheets, and Slides read profiles request only their service
read-only scope. Write profiles request only their service write scope.
- Calendar write keeps calendar-list read-only and event access.
Calendar read keeps free/busy.
- Apply these sets to managed and customer-owned OAuth methods and their
exact-scope tests.
- Document scope rationale, old-grant behavior, and the coordinated
broker rollout.
- Preserve the 21-scope integration union. Drive and Workspace Search
still need their own Drive permissions.

## Verification

- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts`: 25
passed.
- `pnpm -r typecheck`: passed with repository-pinned pnpm 9.15.4 after
refreshing locked dependencies.
- `pnpm build`: passed with repository-pinned pnpm 9.15.4.
- `pnpm test:run`: attempted on the machine's Node 26 runtime, then
interrupted after unrelated suite/collection failures. This is NOT a
passing full-local-suite result. CI uses Node 24.
- Node 24 focused diagnostic rerun: `workspace-runtime-exposure.test.ts`
and `paperclip-control-plane-port.test.ts`: 43 passed, 3 skipped. The
first suite hit a local preview-readiness timeout in CI; the failed
shard passed its single retry without code changes.
- Node 24 rerun of the three local assertion-failure suites
(`chat-discord-adapter-patch`, `ai-connections`, and
`heartbeat-active-run-output-watchdog`): 133 passed. These files were
not changed.
- Node 24 rerun of the changed manifest contract suite: 25 passed.
- Latest-head GitHub checks are green at
`da85dcbc89c44d88f3cabd5ada142c922fa51a3c`: 54 passed, 2 intentionally
skipped; no failed or pending checks. Includes typecheck, build,
general/serialized tests, all 8 browser E2E shards, Runner verification,
and canary packaging. Greptile 5/5, no review threads.
- Cross-repository comparison: all 16 app and broker profiles match
exactly.
- `git diff --check`: passed.
- Google definitions are reviewed JSON source inputs preserved by the
ingestion script. The generated TypeScript registry imports them; no
generic provider regeneration is needed.
- Fresh minimal-grant provider testing is outstanding. No new video was
recorded, and existing broader credentials are not proof of minimal
authorization.

## Risks

The Cloud broker must ship the matching exact scope sets. Mixed versions
fail closed. Validate fresh grants in staging before production.
Existing provider tokens are not retroactively narrowed; affected
managed connections must reconnect if their grants retain extra scopes
or omit explicit scope evidence at refresh. Do not revoke the shared
Google project to migrate one connection. This change does not grant
access, add tools, or alter the Google Chat unread-filter block.

## Model Used

OpenAI Codex, GPT-5-based coding agent, with reasoning, code execution,
and browser tools. The exact runtime model ID and context-window size
were not exposed to the agent.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 13:10:42 -05:00
DottaandPaperclip d72389bee2 feat: add Browser Use Cloud connector and live task browsers (#14627)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps gateway gives agents governed access to external tools.
> - Browser Use Cloud can run browser work, but a tool result alone does
not let a person watch or take over.
> - A task needs a durable browser session, a visible viewer, and
recorded costs.
> - This pull request adds a Browser Use Cloud v4 connection and
interactive browser tabs on tasks.
> - People can follow the work, interact with the page, and retain the
browser after the agent finishes.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need governed access to Browser Use Cloud. People need to see and
interact with the same browser from the task. A browser must remain
available after a run finishes and appear at the correct point in the
task feed.

**Proposed solution**

Add a native REST connection for the v4 API. Bind each session to its
company, task, agent, and credential grant. Open its interactive viewer
in the task side panel. Record provider costs as financial events. Use
`browser-use-cloud` as the app and connector key. Keep its skill with
the connector and deliver it only with authorized connection tools.

**Alternatives considered**

A v3 MCP connection would expose tools without the v4 lifecycle
integration. An external viewer link would leave the task. A fixed
viewer size would prevent pages from responding to changes in the task
pane.

**Roadmap alignment**

This extends the governed Apps gateway and Connected Apps roadmap. It
uses the existing task, grant, secret, approval, and financial records.
The work was requested by the maintainer. A search found no duplicate
Browser Use connector PR or issue.

## What Changed

- Add the Browser Use Cloud app, brand asset, API-key connection, and
profile settings under the `browser-use-cloud` key.
- Bundle the `browser-use-cloud` skill with the connector. Keep it out
of global `skills/` discovery. Deliver it only with authorized task/run
connection tools. Remove retired connector skill keys from runtime
overlays and preserve unrelated browser skills.
- Expose seven v4 tools through the governed gateway and deliver them to
native and CLI agents.
- Persist sessions, browsers, runs, event and recovery cursors, shutdown
leases, and cumulative cost accounting. Recover uncertain paid starts
without replaying them.
- Enforce task ownership, credential grants, approvals, revoked access,
and budget limits.
- Add interactive task browser tabs and compact chronological feed
entries. Retain the viewer across tab switches and keep visible idle
browsers open.
- Add debounced automatic viewport fitting, standard size presets, and a
viewer ownership lease.
- Add lifecycle, authorization, accounting, viewport, UI, and Storybook
coverage.
- Add an idempotent database migration after the current master
migration. Preserve deployed migration hashes. Migrate pre-release Cloud
connection and financial keys without replacing grants, credentials, or
browser history.
- Document provider behavior, live acceptance results, and the lack of
documented passkey forwarding.

## Verification

- Full workspace typecheck and production build pass on the updated
branch.
- Token gates, brand asset validation, module boundaries, and migration
ordering pass.
- Cloud tests verify global skill exclusion, authorized task/run
delivery, unassigned agents, disabled connections, revocation, adapter
isolation, and secret exclusion. The existing AgentMail connector
assignment test also passes.
- Migration replay runs twice against existing browser work and
financial records. It preserves the records and avoids duplicate costs.
- The focused provider, app catalog, OpenAPI, connection gateway, and
migration regression suites pass. Recovery coverage includes lost
replies, process crashes, provider rejection, and browser arrival
acknowledgement.
- All 54 checks pass on `2974b5f03641ad0cea3c941d8c02579316fa8c92`,
including the full test matrix, browser E2E shards, build, typecheck,
security, and release canary. Two optional Storybook jobs are skipped.
- Greptile is 5/5 on the same commit, with zero unresolved review
threads. The corrected review uses the actual master-to-head diff.
- The local `pnpm test:run` started and was stopped after the full CI
matrix passed. It did not complete locally; the full-suite result above
comes from CI.
- Earlier live acceptance used an isolated company with a capped
provider credential. The agent opened paperclip.ing, the embedded viewer
accepted navigation, and the same browser stayed available after
completion and tab switches.
- The local Storybook build passes. Stories cover the panel, footer,
feed entries, settings, lifecycle failures, and viewport modes with an
offline viewer fixture.

## Risks

- Browser Use charges for hosted work. Provider caps and local budget
checks reduce exposure; reported costs can arrive after work completes.
- Viewer and CDP URLs grant access to the browser. The server validates
and restricts them. They are excluded from agent results and durable
event data.
- Runtime resizing of v4 agent browsers uses a provider option confirmed
by live testing but absent from its published agent schema. Resizing
during a click may invalidate coordinates. Fixed presets remain
available.
- Viewport ownership is process-local and resets on restart. The
lifecycle and accounting records remain in the database.
- The original intermittent embedded-viewer stall has not been fully
diagnosed. A bounded reconnect and active-session recovery cover the
observed failure paths.
- Live tests did not cover every revocation, approval, rate-limit, or
restart case. Deterministic integration tests cover those paths. Passkey
forwarding is not claimed.
- Unknown create outcomes keep the credential available for cleanup.
Run-list absence cannot prove a paid POST was rejected, so recovery
stays pending until it can identify provider work.

## Model Used

OpenAI Codex, GPT-6. Used reasoning, repository search, code execution,
browser interaction, and test tools. The exact serving model ID and
context-window size were not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 07:13:16 -05:00
DottaandPaperclip 18dac1e1ef feat(connections): add experimental memory providers and remote MCP access (#13942)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Connections give agents governed access to external tools.
> - Agents need durable memory across tasks and execution environments.
> - Mem0, Zep, Supermemory, Cognee, and Honcho provide hosted memory
tools.
> - This pull request adds their setup flows behind an experimental
toggle.
> - It also delivers assigned MCP tools through the native remote Codex
runner.
> - Operators can connect a provider once and use the same governed
tools locally or in Daytona.

## Linked Issues or Issue Description

**Problem or motivation**

The Apps catalog lacks a complete set of memory providers. Remote native
Codex agents also need access to assigned managed MCP tools without
receiving provider credentials.

**Proposed solution**

Add five memory connectors behind the disabled-by-default Experimental
memory connectors setting. Use the existing connection setup and
permissions UI. Default their tools to Allowed. Preserve company
boundaries, operator permission changes, provider scopes, and audit
attribution.

**Alternatives considered**

Direct provider credentials in each sandbox would duplicate setup and
bypass the managed gateway. The remote runner instead uses its existing
protocol channel to call the gateway on the server.

**Roadmap alignment**

This maintainer-requested experiment supports the Memory / Knowledge and
Connected Apps roadmap areas. It adds provider connections without
introducing a separate memory UI. Related connector authoring
documentation is tracked in #13692; no duplicate memory-provider
implementation was found.

## What Changed

- Add provider definitions, official branding, and the experimental
setting for all five providers.
- Use OAuth for Zep and Supermemory, API credentials for Mem0 and
Honcho, and a bundled Cloud API bridge for Cognee with no runtime
downloads or subprocesses.
- Default memory tools to Allowed and classify destructive actions
explicitly.
- Fix personal remote credential resolution and propagate provider tool
errors.
- Relay assigned managed MCP tools to remote native Codex through the
runner protocol. Recheck current authority for each call and rotate
stale tool contracts.
- Add 21 Storybook states and complete OAuth walkthrough fixtures.
- Document provider research, sanitized tool inventory, and live local
and Daytona proof.

## Verification

- Passed workspace typecheck: `pnpm -r typecheck`.
- Passed production build: `pnpm build`.
- Full local `pnpm test:run`: 13,273 passed, with failures from
process/readiness timeouts under parallel load. Reran all 16 affected
suites with one worker: 456 passed, leaving two macOS `/var` versus
`/private/var` path assertions. Both passed with `TMPDIR=/private/tmp`.
No test failures remain unverified. Latest-head remote CI passes all 54
checks (two optional Storybook jobs skipped). Greptile is 5/5 with no
unresolved findings.
- Latest Cognee gateway regression: 71 passed, including public
deployment without a runtime host and immediate recovery after a
provider error. Bundled bridge tests: 25 passed.
- Browser setup and real agent tasks exercised all five providers. Mem0,
Cognee, Zep, and Honcho have successful store/retrieve proof.
- Supermemory now has scoped read/write consent. Local storage and real
Daytona write, document read, and semantic recall passed; indexing
completion was verified before claiming success.
- All five providers were exercised through a real Daytona sandbox and
its native runner MCP relay. Provider credentials remained on the
server. The final bundled Cognee bridge also passed a fresh Daytona
store/recall run. All disposable sandboxes were removed and verified
absent after testing.
- Storybook is rebuilt and contains the experimental toggle, catalog,
setup, permissions, and error states. The Zep and Supermemory access
steps advance correctly.

## Risks

- Provider OAuth scopes and plan limits remain independent of Paperclip
tool permissions. An Allowed tool can still be rejected by the provider.
- Providers can queue memory indexing; save acceptance does not prove
that semantic recall is ready.
- Remote tool contracts must stay synchronized with current connection
authority. Regression tests cover revocation and stale contracts.
- This change has no database migration. Existing connections remain
usable when the experimental catalog toggle is disabled.

## Model Used

OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, repository
edits, code execution, and browser automation. The exact context window
size is not exposed in this session. Live acceptance agents used
`gpt-5.6-sol`.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-24 15:54:38 -05:00
DottaandPaperclip 24429024e7 feat: add Fireflies connector and summary-ready routines (#13890)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps gives agents governed access to external tools through stored
credentials.
> - Routines start work when an external service sends an event.
> - Fireflies provides meeting transcripts and summaries through an
official hosted MCP server.
> - This PR adds that connection and accepts signed meeting events
through the shared app webhook flow.
> - Agents can review completed meetings with the same permissions and
audit records as other work.

## Linked Issues or Issue Description

**Problem or motivation**

Operators need agents to read Fireflies meetings and start follow-up
work when a summary is ready. The Apps catalog lacks Fireflies. The
shared app webhook flow needs to accept its signed deliveries.

**Proposed solution**

Use the official Fireflies MCP endpoint with OAuth or a vaulted bearer
API key. Extend the existing Another app or script flow with signed
webhook support. Verify the raw-body signature and pass the JSON payload
as external data. Select Meeting Summarized in Fireflies. Deduplicate
identical signed deliveries, including setup deliveries.

**Alternatives considered**

A separate REST connector would duplicate the governed MCP path.
Polling, legacy V1 payloads, and automatic provider-side webhook
registration are outside this change.

**Roadmap alignment**

This extends the existing MCP Tool Gateway & Apps and Scheduled Routines
surfaces. It adds a provider to those systems. It does not introduce a
second integration framework.

**Additional context**

A GitHub search found no existing Fireflies issues or PRs. Provider
references and verification limits are in
`doc/connections/FIREFLIES.md`.

## What Changed

- Add the official Fireflies catalog definition, generated registry,
provider evidence, and branded artwork.
- Reuse Access → Connect, dynamic discovery, Permissions, vault storage,
policy, and audit behavior.
- Classify Fireflies sharing, movement, and access revocation as writes.
- Preserve Off and Ask first restrictions during OAuth reauthorization
and API-key replacement. New actions retain normal defaults.
- Add `app_webhook` authentication to the shared Another app or script
flow. Accept bearer tokens or raw-body HMAC-SHA256. Preserve earlier
`fireflies_hmac` triggers and revision snapshots for compatibility.
Existing text columns need no migration.
- Verify `X-Hub-Signature` or `X-Hub-Signature-256` against the exact
request body. Preserve generic event payloads and deduplicate identical
signed requests.
- Keep the routine wizard generic. Show one webhook URL and secret in
Another app or script. Keep all new app webhook event names
provider-neutral. Keep provider setup instructions in the connector
documentation.
- Pass generic webhook JSON to the task in an explicit external-data
block, capped at 16,384 characters. Keep strict meeting validation for
existing legacy Fireflies triggers.

## Verification

- Feature implementation commit `0882dc8a1`: all 54 CI checks passed;
two conditional Storybook checks skipped. This includes full tests,
typecheck, build, browser E2E, canary dry run, and security checks.
Greptile rated this commit 5/5; all review threads are resolved.
- Full local `pnpm -r typecheck`, `pnpm build`, and token gates passed
on the final code. Targeted connector, gateway, webhook, revision, and
UI suites passed during implementation. After the provider-neutral
follow-up, all 84 app-webhook and routine-service tests passed; the
final payload-to-task assertion also passed in the 72-test routine suite
and a clean-config rerun.
- The long local `pnpm test:run` invocation started before the final
edits and was stopped after the final-commit CI suites passed. It
reported one generic webhook test failure while those files were
changing; that test and the entire routine suite passed on the final
source, including a clean-config reproduction. The interrupted local run
is not counted as a full-suite pass.
- In the embedded browser, completed official OAuth consent and
discovered 20 live actions. Real meeting listing, transcript retrieval,
and summary/action-item retrieval succeeded as the selected agent.
Turning a live read Off blocked its test; catalog refresh preserved the
restriction.
- Embedded-browser Another app or script setup, back/save/resume, narrow
layout, and a signed synthetic Fireflies delivery succeeded. The UI
reported authentication passed without creating a task. Fixtures cover
signature tampering, malformed requests, ordinary app event names,
duplicate/setup deliveries, rotation, revisions, pause/archive, and
company isolation.
- Existing MCP browser suite: 8 passed and 2 provider-dependent cases
skipped. Branding checks passed; connector artwork and webhook setup
were checked at desktop/mobile widths and in light/dark modes.
- An unauthenticated POST to a correctly formatted public webhook URL
reached the staging tenant verifier through the existing Cloud gateway.
- A real Fireflies webhook delivery remains unverified. A staging
callback is available for the operator walkthrough. Live API-key
authorization, credential expiry, and a new meeting's summary completion
were not tested against the provider. Fixtures cover these protocol and
lifecycle paths where applicable.

- Storybook follow-up `c54174faa`: 27 production-component stories cover
every UI change, with a source-to-story map in the connector
documentation. Static Storybook build, UI typecheck, token gates, and
Playwright checks for all stories and the mobile footer pass. All PR
checks passed for this Storybook follow-up; Greptile reviewed
`c54174faa` at 5/5.

## Risks

- Fireflies may change its hosted MCP tools or OAuth behavior. Tool
discovery stays dynamic. Experimental search/fetch tools are not
required.
- Public webhook setup requires HTTPS and a separate signing secret.
Fireflies normally emits events for meetings owned by the configuring
account.
- Reauthorization touches shared MCP permission code. Regression tests
cover existing restrictions, new actions, connection removal, and other
gateway callers.
- Webhook receipt grants no tool access. The routine agent still needs
an authorized Fireflies connection.

- New generic triggers rely on provider event subscriptions. Without a
sender-supplied idempotency key, changed request bytes count as a new
event. Existing legacy Fireflies triggers retain summary-only filtering
and per-meeting deduplication.

## Model Used

OpenAI Codex, model `gpt-6-astra`. Used reasoning, repository editing,
code execution, and embedded-browser testing. The runtime did not expose
a context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-23 17:11:16 -05:00
DottaandPaperclip a959e47508 fix(apps): reduce Google Chat scopes and block unread filters (#13820)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps give agents controlled access to external services.
> - Google Chat uses OAuth profiles and reviewed MCP tools.
> - Those profiles request membership and read-state access that the
supported feature set does not need.
> - Removing read-state access also requires us to block unread search
filters, including on existing connections.
> - This pull request reduces both OAuth methods and enforces the
reduced search contract before dispatch.
> - Users retain conversation lookup, message history, ordinary search,
and approved message sending.

## Linked Issues or Issue Description

**What happened?**

Both Google Chat profiles request membership and read-state scopes. The
supported tool set does not include membership listing or read-state
updates. Message search still advertises an unread filter. Related work:
Refs #12619.

**Expected behavior**

Managed and customer-owned OAuth request only the scopes needed for
supported features. Unsupported unread filters fail clearly before any
provider call. Existing cached catalogs and broader grants must not
bypass that policy.

**Steps to reproduce**

Start Google Chat OAuth from either connection method and inspect the
requested scopes. Inspect the message-search tool schema, then submit a
search with `searchParameters.isUnread` set to true or false.

**Paperclip version or commit**

The scope change is based on master at `110d176fc`.

**Deployment mode**

Managed Cloud and self-hosted instances with Google Chat Apps enabled.

## What Changed

- Remove `chat.memberships.readonly` and `chat.users.readstate.readonly`
from shared profiles and all four Chat connection methods.
- Hide unsupported read-state fields and instructions in agent and board
Test tool schemas.
- Reject explicit unread filters, including false, null, snake-case
fields, and encoded filter objects, before provider dispatch.
- Recheck previously approved calls and support existing profile-bound
and URL-only Chat connections.
- Add scope, signed broker request, OAuth URL, allowlist, schema, and
dispatch regression tests.
- Document coordinated app/broker rollout, existing-grant reconnects,
and the remaining deployment checks.

## Verification

- All seven focused OAuth and Chat gateway test files pass: 498 tests on
the rebased branch.
- `pnpm -r typecheck` and `pnpm build` pass, using pinned pnpm 9.15.4.
- The complete sharded CI test matrix passes, including general server,
Chat, workspace, serialized server, Runner, and all eight browser e2e
shards. The duplicate unsharded local `pnpm test:run` was stopped after
CI passed; it did not complete locally.
- `git diff --check` passes.
- `node scripts/ingest-app-definitions.mjs` succeeds and leaves the
branch unchanged. Google Workspace JSON is the durable reviewed input
used by the generator.
- All current-head CI checks pass at
`7ee755371714dc036fff1c7da844776fee3f2ec1`, including typecheck, build,
and canary dry run. Greptile is 5/5 with zero unresolved threads. The
generator concern was withdrawn after review of the source and
regeneration evidence.
- No production deployment or live Google consent test was performed.
After coordinated deployment, verify reduced consent scopes, normal
search/history, message sending, and rejection of unread filters.

## Risks

- Coordinate deployment with the companion Cloud broker scope change.
Mixed versions can reject exact-scope requests.
- Existing tokens are not narrowed or revoked. Grants with old scopes
need new consent. Do not revoke a shared Google client to migrate one
profile.
- Explicit unread filters now return an error instead of being sent to
Google. Ordinary search and the approved send tool remain available.
- No database, UI, lockfile, or workflow changes.

## Model Used

OpenAI Codex, a GPT-5-based coding agent, with tool use and code
execution. The exact runtime model ID and context window were not
exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-22 15:12:30 -05:00
DottaandPaperclip b82661b561 refactor(connections): retire the legacy Composio broker (#13758)
## Thinking Path

> - Paperclip manages agents and their access to external tools.
> - Connectors expose these tools through a governed MCP gateway.
> - PR #13755 added a direct Composio MCP connection behind the
experimental MCP aggregators flag.
> - The old project API-key broker still created toolkit child
connections and showed a separate Services tab.
> - Keeping both paths leaves obsolete setup and session code in the
product.
> - This change removes the broker and preserves direct MCP setup,
credentials, permissions, and execution.
> - Saved legacy records fail closed and remain available for explicit
removal.

## Linked Issues or Issue Description

Related: #13755. This retirement supersedes the legacy-path fixes
proposed in #12630, #12632, #12634, and #12906. It does not close those
PRs.

**What existing behavior does this improve?**

Composio connector setup, management, and runtime dispatch.

**Current behavior**

Composio offers both direct MCP and a project API-key broker. The broker
mints sessions and creates one child connection per toolkit.

**Proposed behavior**

Offer only direct MCP. Remove the toolkit Services UI, REST routes, API
client, and session broker. Block saved legacy parent and child records
from discovery, execution, health checks, reconnect, and OAuth. Preserve
their records and credentials until the operator removes each
connection.

**Reason and benefit**

The direct MCP connector becomes the single supported Composio workflow.
Provider accounts remain managed in Composio.

## What Changed

- Remove the API-key catalog method and its generated-source definition.
- Delete Composio broker clients, session creation, account
synchronization, child lifecycle, and toolkit routes.
- Remove the Services tab, service rows, child provenance, and
cascade-removal controls. Keep Vercel provenance intact.
- Retain a shared retirement guard for stored legacy records. Show
Retired status and replacement/removal guidance in the connection list
and details; hide obsolete runtime controls.
- Preserve the experimental MCP aggregators flag and direct MCP
infrastructure.
- Replace broker fixtures with retirement tests and extend direct
Composio catalog/reconnect coverage.

## Verification

- Focused shared, server, and UI tests passed with one worker. Server
retirement tests use a name filter; no full local test suite was run, as
requested.
- Server and UI TypeScript checks passed.
- Token gates and UI build passed.
- Real browser: opened the saved Composio connection, refreshed all 11
tools, and ran the provider's read-only GitHub account-list operation
through the standard Test dialog as an agent. The provider returned
success using the existing OAuth credentials.
- See `doc/connections/COMPOSIO-BROKER-RETIREMENT.md` for scope and live
evidence.
- Storybook build passed. A fresh real agent used
`COMPOSIO_SEARCH_TOOLS` and `COMPOSIO_MULTI_EXECUTE_TOOL` to return the
actual Paperclip DeepWiki hierarchy: one success, zero errors. Gateway
audit records confirm both calls succeeded.
- Browser retirement check: a credential-free legacy fixture showed the
guidance, opened the direct MCP replacement flow, and was removed
through the standard confirmation.
- Focused regressions for the experimental settings copy and exact
OpenAPI route coverage passed. All latest-head CI checks passed (54
successful, two intentionally skipped); Greptile scored 5/5 with no
unresolved review threads. The PR has no merge conflicts.

## Risks

This intentionally breaks the old Composio project API-key and
child-connection workflow. Existing legacy records cannot run, even if
their stored status is active. Operators must create a new direct MCP
connection and choose access rules; credentials and grants are not
migrated. Remove each old record separately to delete its credentials.
No schema migration or data deletion runs automatically. Direct MCP
connections keep their existing grants and secrets.

## Model Used

OpenAI GPT-6 via Codex, with reasoning, code execution, and browser
tools. The exact runtime variant and context-window size are not exposed
in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 13:57:35 -05:00
DottaandPaperclip e8c8ba3c19 feat(apps): add experimental MCP aggregator connectors (#13755)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its tool gateway applies company access rules and approval controls
to connected apps.
> - MCP aggregators expose many apps through one provider endpoint.
> - Each aggregator needs its own credential, catalog, grants, and
lifecycle in Paperclip.
> - This pull request adds independent Zapier, Arcade, Composio Connect,
and Executor setup with a common Access → Connect layout.
> - A default-off MCP aggregators flag lets operators opt in while we
complete provider acceptance tests.
> - Agents use the normal Paperclip permissions, Test screen, and
gateway after setup.

## Linked Issues or Issue Description

**Subsystem affected**

Apps, connection setup, shared contracts, and the remote MCP gateway.

**Problem or motivation**

Aggregator endpoints need clear provider setup and correct MCP sessions.
Generic setup does not explain each provider's authentication or broad
execution tools. Provider approval must preserve the original execution
instead of replaying a write.

**Proposed solution**

Add four separate connectors behind Settings → Experimental → MCP
aggregators. Start with human and agent access, then connect the
endpoint and read its tools. Enable tools by default. Use the existing
Permissions and Test screens after setup. Keep legacy Composio API-key
and child connections intact.

**Alternatives considered**

A shared connection for all providers would mix credentials and access
rules. Separate provider-specific permission and test screens would
duplicate existing controls. Vercel Connect is outside this change.

**Roadmap alignment**

Extends the existing MCP Tool Gateway & Apps capability and the
Connected Apps roadmap area. This work was requested and reviewed by the
maintainer.

Related work: #11894, #12630, #12632, #12634, and #12906 concern the
legacy Composio broker. #13102 also covers remote MCP pagination. This
change preserves the broker path and adds initialized sessions, response
matching, and provider resume handling alongside pagination.

## What Changed

- Add branded setup and interactive Storybooks for Zapier, Arcade,
Composio Connect, and Executor. Use the existing access controls and
normal action tests. Do not request a connection name or action choices
during setup.
- Add the default-off `enableMcpAggregators` flag to settings, managed
feature metadata, the catalog, and setup guards. Hidden connections keep
running. Legacy Composio connections remain unchanged.
- Reuse the vault, grants, policy, and catalog models. Support OAuth
discovery, bearer tokens, custom headers, and credential-bearing URLs.
Add no database tables or migrations.
- Initialize and retain Streamable HTTP sessions by connection and
effective credentials. Read paginated catalogs and match streaming
responses to request IDs.
- Classify unfamiliar aggregator tools as writes despite upstream
read-only hints; only exact reviewed read capabilities enter the
read-only allowlist. Legacy Composio child behavior is preserved.
- Preserve provider authorization links and execution IDs. Support
Executor approve/resume, decline, and cancel without automatic replay of
uncertain writes.
- Preserve Off and Ask first choices during refresh and reconnect. Allow
new tools and retire removed tools. Keep agent access updates atomic and
preserve an empty agent selection.
- Document connector UX rules, provider branding sources, and live
acceptance results.
- Stabilize the existing Sentry release fixture after its repeated CI
failure by reusing one module mock; production Sentry behavior is
unchanged.

## Verification

- Final head `d11781970`: [CI
run](https://github.com/paperclipai/paperclip/actions/runs/35633534900)
passed, including broad typecheck, test shards, build, and E2E. All 54
checks pass; 2 optional checks are skipped. Greptile is 5/5, Security
Scan passes, and all review threads are resolved.

- Passed 27 focused connector Vitest checks and 18 connector-only
Storybook browser checks before the flag change. All 85 stories rendered
at desktop and narrow widths.
- Passed 5 connector lifecycle/server checks and 7 selected flag checks
after adding the flag. The latter cover settings, managed defaults,
cached catalog visibility, and all four setup routes.
- Review fixes passed 13 risk/handoff/lifecycle checks, dedicated
session-expiration and transport regressions, 13 selected
connector/gateway CI cases, and 10 selected setup/reconnect UI cases. A
real Composio connection-list call also succeeded through the refreshed
UI on `9ab115f71`.
- UI and server TypeScript checks passed. UI build, Storybook build,
token gates, and diff whitespace checks passed during implementation.
- Real browser and real Paperclip agent tests passed for Arcade,
Composio, and Executor. Tested action permissions, denied agent access,
reconnect, disconnect, and isolation. Tested Arcade catalog
additions/removal and Executor provider approve/resume, decline, and
cancel.
- Zapier live acceptance is incomplete. Its dedicated provider server is
configured, but its credential-copy dialog returned an empty clipboard
through browser automation. No live Zapier action is claimed.
- The three isolated Sentry release cases pass after the CI fixture fix.
- Local verification is deliberately narrow at the maintainer's request.
The full local suite, recursive typecheck, and repository-wide build
were not run. CI provides the broader checks.

## Risks

- Shared MCP transport changes affect other remote MCP servers. Protocol
fixtures cover initialized sessions, streaming response matching,
pagination, and isolation.
- Broad execution tools remain broad permissions. The provider governs
actions inside those tools.
- Provider handoff links are retained briefly in memory. After a server
restart, a one-time link may require reopening the provider dashboard.
Paperclip does not replay the original call.
- Zapier remains unproven live. Custom-header imports and self-hosted
endpoints have fixture coverage rather than a separate live account for
every variant.
- Turning the experimental flag off hides setup; it does not revoke
existing credentials or stop existing connections.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, shell
execution, and browser automation. The exact runtime model ID and
context-window size are not exposed in this session. A separate
Anthropic-backed Paperclip agent performed live gateway acceptance
tasks.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 12:53:11 -05:00
mouse-value-add fcdb3f2499 feat: add optional you.com search integration (#13555)
<!-- Simplified Technical English (ASD-STE100). -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents that do research work need live information from the web
> - Paperclip reaches external systems through governed, catalog-based
MCP connections
> - The Apps catalog is data-driven: a researched provider with a hosted
remote MCP server becomes a connectable app with no runtime code change
> - You.com operates a hosted remote MCP server for web search, content
extraction, and research tools
> - The server supports OAuth 2.1 with dynamic client registration, an
API key in a bearer header, and a keyless free profile at a separate
endpoint
> - This pull request adds You.com to the self-serve MCP research ledger
and generates its catalog entry with three connection methods: browser
sign-in, API key, and the keyless free profile
> - The benefit is that an operator can give agents live web search
through the normal connection governance, and the free profile needs no
account at all

## Linked Issues or Issue Description

No public issue exists for this provider. The problem description
follows the new-adapter issue template.

**Agent or provider**

You.com — web search and research tools over a hosted remote MCP server.

**Why this adapter is useful**

Agents that do research, monitoring, or fact-finding tasks need current
web results. You.com exposes web search (`you-search`), live page
extraction (`you-contents`), citation-backed research (`you-research`),
and finance research (`you-finance`) as MCP tools. Any Paperclip company
can connect it in a few clicks. The free profile offers `you-search`
without an account, so a new company can try agent web search at zero
cost and zero setup.

**How the agent is invoked**

Hosted remote MCP server (Streamable HTTP) at `https://api.you.com/mcp`.
Three supported access paths, verified against the live server on
2026-09-16:

- OAuth 2.1 browser sign-in. The server returns a `WWW-Authenticate`
challenge with RFC 9728 protected-resource metadata and advertises a
dynamic client registration endpoint, so Paperclip's automatic DCR path
applies.
- API key. Sent as an `Authorization: Bearer` header per the provider's
official server manifest and docs. Keys come from you.com/platform and
unlock higher rate limits plus the full tool set.
- Keyless free profile at `https://api.you.com/mcp?profile=free`.
Provides a reduced, read-only tool set.

Official docs: https://you.com/docs/build-with-agents/mcp-server

**Are you willing to implement it?**

Yes. Implemented in this pull request.

**Additional context**

Research evidence collected 2026-09-16, from live protocol probes and
official provider sources only:

- Unauthenticated `POST https://api.you.com/mcp` returns HTTP 401 with
`WWW-Authenticate: Bearer
resource_metadata="https://api.you.com/mcp/.well-known/oauth-protected-resource"
scope="Tools offline_access"`.
- RFC 9728 metadata lists one authorization server with scopes `Tools`
and `offline_access`.
- The authorization-server metadata (RFC 8414) publishes authorization,
token, and revocation endpoints, and advertises a
`registration_endpoint`, so DCR is available. No registration was
performed during research, per the runbook's non-registering preflight
rule.
- The keyless free profile answers `initialize` (server `You.com`,
version `4.0.1`), lists the tools `you-search` and `you-discover`, and
executed both tools successfully during the probe.
- The API-key placement matches the provider's official `server.json` in
the youdotcom-oss/mcp repository: header `Authorization`, value `Bearer
<key>`.

## What Changed

- Added You.com (slug `youcom`, wave 4, risk tier S2) to the self-serve
MCP research ledger in
`packages/shared/src/self-serve-mcp-research.json`, and refreshed the
ledger verification date.
- Added the You.com category (`ai`) and API-key header spec to
`scripts/ingest-app-definitions.mjs`.
- Added a You.com case to `specialMethodsFor` that emits three methods:
browser sign-in (`mcp-oauth`, DCR), API key (`mcp-api-key`, bearer
header), and keyless free profile (`mcp-free`, no auth).
- Regenerated `packages/shared/src/app-definitions/youcom.json` and the
generated registry via the ingestion script (`--definitions-only` mode;
no unrelated provider churn).
- Added the official You.com wordmark artwork (light and dark theme
variants, taken from the provider's docs site) under
`ui/public/brands/apps/`, with a manifest entry.
- Updated `packages/shared/src/app-definitions.test.ts`: ledger counts
(47 providers, 44 candidates), store count (48), verification date, and
assertions for the three You.com methods and their endpoints.

## Verification

- `node scripts/ingest-app-definitions.mjs --definitions-only` — passed.
Generated the new definition and registry import only; no other provider
JSON changed.
- `node scripts/check-app-brand-assets.mjs` — passed (71 identities).
- `node --test scripts/app-brand-validation.test.mjs` — passed.
- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
ui/src/lib/app-brand-assets.test.ts
ui/src/pages/apps/AppLogo.brand-assets.test.tsx` — passed (39 tests).
- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
server/src/__tests__/tool-access-service.test.ts
server/src/__tests__/generic-mcp-connection.test.ts
server/src/__tests__/tool-connection-removal.test.ts
ui/src/pages/apps/AppsConnect.test.tsx
ui/src/pages/apps/Browse.test.tsx` — passed (181 tests). Two server
suites that require embedded Postgres skipped on this machine by their
own environment gate; the gate is unrelated to this change.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm --filter @paperclipai/plugin-sdk ensure-build-deps` — passed;
builds `@paperclipai/shared` with the new definition.
- `pnpm test:run` (full Vitest suite) — 7,930 passed, 18 failed, 4,592
skipped. Every failure is environmental on this container: the
embedded-Postgres suites refuse to start because the machine runs as
root, the native runtime suites need the Rust runner binary that this
container cannot build, and one media suite needs a native HEIC binary.
No failure touches the app-catalog, connection, branding, or
shared-package surface; those suites pass locally. CI is the
authoritative gate for the full suite.
- `pnpm --filter @paperclipai/server typecheck` — not completed: the
script's `prepare:runner-vendor` prelude builds the Rust runner, which
cannot build on this container. A direct `tsc --noEmit` reports only
pre-existing errors from the missing vendored runner types; no error
touches this change. No server code is changed.
- Live You.com proof on 2026-09-16 (keyless free profile, real network
calls): preflight 401 challenge with RFC 9728/8414 metadata and DCR
endpoint ✓, `initialize` ✓, `tools/list` ✓, `you-search` call returned
results ✓, `you-discover` call returned results ✓.
- Live proof NOT run: an authenticated OAuth connect and an API-key call
against the full server. This environment has no You.com account or API
key. Per the runbook, this proof stays outstanding and must not be
assumed from the keyless probe. Both paths match the reviewed
`mcp_remote` patterns (DCR and bearer header) used by existing
providers.
- Browser e2e suites not run: opt-in per `AGENTS.md`, and this change
adds catalog data only, with no UI code.

## Risks

- Low risk. The change is catalog data plus generated output. It adds no
runtime code and touches no existing provider.
- The free-profile method is a fixed keyless endpoint. If You.com
changes or removes `?profile=free`, that method breaks and the entry
needs a ledger update. The OAuth and API-key methods do not depend on
it.
- The authenticated tool catalog is discovered live at connect time, so
provider-side tool changes appear through the normal catalog refresh and
quarantine flow, not through this definition.
- Rollback is a single revert; no migration and no state are involved.

## Model Used

- Provider: Zhipu AI, via OpenRouter
- Model: GLM-5.3 (`z-ai/glm-5.3`)
- Context window: 200K tokens
- Capabilities used: tool use (shell, file edits, live HTTP probes),
long-context repository reading
- The change was produced with AI assistance and reviewed by a human
before submission.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` /
`Closes: #` / `Refs: #` OR (b) described the issue in-PR following the
relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-17 10:01:49 -07:00
Devin FoleyandPaperclip 6fe8e30625 feat(apps): add Railway connection and governed deployment tools (#13415)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps gives agents governed access to external resources.
> - Operators need to inspect Railway services, read logs, deploy code,
and run container commands.
> - Railway offers hosted MCP with OAuth, but broad remote actions hide
their internal operations.
> - This PR adds a branded connection and fixed direct operations
through the existing gateway.
> - Separate SSH keys enable container commands under the same grants
and policies.
> - Operators can require approval for an action and inspect the
resulting audit record.

## Linked Issues or Issue Description

**Subsystem affected**

Apps catalog, connection setup, gateway execution, and connection
documentation.

**Problem or motivation**

Agents need Railway access through Paperclip. Operators need to grant
and revoke that access, inspect available actions, and govern deployment
and container operations without giving agents provider credentials.

**Proposed solution**

Reuse hosted MCP OAuth, vault storage, catalog discovery, grants, and
the gateway. Probe the actual credential before enabling fixed GraphQL
operations. Use a dedicated grant-owned SSH key for bounded container
commands.

**Alternatives considered**

A catalog entry alone cannot execute the missing operations. The hosted
general agent has opaque internal effects. An unrestricted CLI runtime
can bypass action policy and inherit ambient credentials.

**Roadmap alignment**

This extends the existing MCP Tool Gateway & Apps path and the Connected
Apps direction in ROADMAP.md. It does not add a plugin or parallel
connection service.

Related PRs #311, #939, and #7861 concern hosting Paperclip on Railway.
They do not add this outbound Apps connection. The separate shared
agent-picker fix is #13414 and is not included here.

## What Changed

- Add the generated Railway catalog entry, official marks, provenance,
and OAuth setup guidance.
- Add fixed service/deployment status, bounded logs, and
redeploy/restart/rollback tools. Block source deployment until the
provider can atomically bind the approved repository and commit.
- Verify API access with an explicit workspace before exposing direct
tools.
- Add grant-owned SSH key setup and a bounded runner with host
verification, target checks, isolated state, and cleanup.
- Block the opaque hosted railway-agent and accept-deploy actions.
Preserve normal Allowed defaults and Ask-first policies for other
actions.
- Quarantine new or changed Railway schemas after initial discovery,
including reconnect.
- Add provider, lifecycle, gateway, SSH, UI, and browser fixtures.
Document setup, limitations, and the release checklist.

## Verification

- Security follow-up: removed the unsafe source-deployment mutation.
Direct calls and old active catalog entries are denied before any
upstream request, including normalized aliases. Refresh marks retired
entries disabled. All 386 focused Railway, catalog and gateway tests
passed, and server TypeScript checking passed. Full [GitHub
CI](https://github.com/paperclipai/paperclip/actions/runs/35139421144)
passed on d86530ab9, including typecheck, build, all tests, runner
checks, and browser tests. Superagent passed and confirmed the P2 fix.
Greptile reviewed the same commit at 5/5 with no findings.

- CI follow-up: fixed the missing Railway SSH operation in the OpenAPI
document, including its request schema, operator-only authentication,
and error responses. The failure reproduced locally before the fix; all
403 selected API, Railway, catalog, and artwork tests passed after it.
Synced current master and resolved the catalog/artwork conflicts.

- After rebase: 440 focused provider, lifecycle, gateway, catalog, and
container-panel tests passed. AppDetail and AppsConnect passed another
196 tests.
- Full typecheck, build, token gates, and the gallery browser check
passed after rebase.
- During implementation, full build and the gallery browser check
passed. Shared generic-MCP fixtures covered OAuth callback/state/issuer
binding and failure paths.
- Local live consent and tools/list succeeded. There were 44 active
hosted actions and two blocked actions. A workspace-bound API probe and
direct project/service/environment reads succeeded. The inspected
project had no deployed services. No provider mutation ran.
- Full GitHub CI passed on commit 303340f19, including all
server/workspace test groups, typecheck, build, runtime verification,
release dry run, and browser tests. The original local full-run attempt
was incomplete; the complete automated suite is now verified in CI.

Manual review: connect Railway, review the actual actions, install for
an agent, and run a resource read through the gateway. Choose Ask first
before testing a deployment mutation. Configure a dedicated key only
when container access is needed.

**Release qualification is still open.** Live agent gateway reads/logs,
rejected and approved deployment calls, refresh/revoke, public HTTPS
consent, and SSH enrollment/commands/cleanup need an authorized
disposable service. The passing API diagnostic does not replace those
tests. See doc/connections/RAILWAY.md and RAILWAY-REVIEW.md.

## Risks

Overall risk is medium. New runtime behavior is gated to Railway
connections, but the PR changes shared catalog, credential lifecycle,
and gateway code. A regression in those paths can affect other Apps
connections. The highest-impact operations are Railway deployments and
container commands.

- Provider consent can authorize an entire workspace. Catalog labels are
not local resource allowlists. Direct tools check target membership, and
provider permissions still apply.
- Shell commands have broad internal authority. Action policy cannot
approve each internal shell step. Timeouts close the local connection
but cannot guarantee remote child-process termination.
- Log and command output may contain application secrets that pattern
redaction cannot recognize.
- Source deployment is unavailable until the provider supports atomic
repository/commit binding. Existing deployments can still be redeployed,
restarted or rolled back.
- No database migration is required. Rollback can remove promotion and
direct dispatch while preserving connection data and the generic MCP
path.
- Live Railway qualification must still pass before release acceptance.

## Model Used

OpenAI Codex, based on GPT-6, with code execution and browser testing.
An independent read-only security agent reviewed the local
implementation. The exact serving model ID and context window were not
exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-16 13:54:44 -07:00
Michael Nguyen 2d47a8058d fix(apps): update connector artwork and theme fallback (#13361)
> Awaiting author review. Do not merge until the author explicitly
approves.

## Thinking Path

> - Paperclip helps people manage AI agents for work.
> - Connector screens need recognizable app artwork.
> - Several bundled marks have inconsistent artwork or dark-theme
behavior.
> - The shared logo component should retain the existing frame.
> - This change replaces selected artwork and fixes local theme
fallback.
> - Users see consistent connector icons across shared component
callers.

## Linked Issues or Issue Description

**Current behavior**

Some connector marks use outdated artwork or unsuitable theme variants.
A remote dark logo can override a canonical local mark that works in
both themes.

**Proposed behavior**

Use the selected bundled artwork with the existing gray rounded frame.
Use local light artwork in both themes unless a distinct local dark
variant exists.

**Subsystem affected**

Connector artwork, the shared AppLogo resolver, and its validation.

**Breaking changes**

No connector capability, permission, credential, or catalog activation
changes. No duplicate PR was found in the earlier search.

## What Changed

- Update 46 artwork files and only the app definitions whose logo paths
need to change.
- Keep a compact public manifest of identities, paths, visibility, and
aliases.
- Prefer local artwork in both themes and preserve the existing frame
and padding.
- Add locally runnable artwork safety checks and a light/dark Storybook
gallery; leave PR workflows unchanged.
- Document artwork conventions. Source research is kept outside the
public manifest.

## Verification

- Artwork check: 69 identities pass.
- Node artwork validation tests: 13 pass (rechecked September 14).
- Focused resolver, component, and catalog tests: 40 pass (rechecked
September 14).
- Maintainer decision: dedicated icon-validation CI is not required; the
workflow remains unchanged. Greptile acknowledged 5/5 with no remaining
code concerns on September 14.
- UI typecheck, token gates, and Storybook build pass.
- Earlier full build and repository typecheck passed. The broad local
test run was stopped after workspace-runtime dependency fixture failures
outside this change. Current GitHub CI remains the full-suite gate.
- Visual approval remains outstanding. Review the canonical icon
registry in both themes at 24–48px.

## Risks

The SVG checker rejects common active features; it is not a general
sanitizer for arbitrary uploads. Optical balance still requires human
review. Remote fallback for unknown brands retains existing behavior.
This change does not add an asset importer or new connector
capabilities.

## Model Used

OpenAI Codex, assisted by GPT-5 and GPT-6 with code execution and
browser tooling. Exact hosted model IDs and context window sizes were
not exposed.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge


## Artwork comparison

Before and after for every affected identity. Images follow your GitHub
light/dark theme and are pinned to the base and PR commits. This
compares artwork; the existing gray rounded product frame and padding
are unchanged.

| Connector | Before | After |
|---|:---:|:---:|
| AgentMail | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/agentmail-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/agentmail.svg"
alt="AgentMail" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/agentmail.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/agentmail.svg"
alt="AgentMail" width="48" height="48"></picture> |
| Airtable | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/airtable.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/airtable.svg"
alt="Airtable" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/airtable.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/airtable.svg"
alt="Airtable" width="48" height="48"></picture> |
| Asana | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/asana.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/asana.svg"
alt="Asana" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/asana.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/asana.svg"
alt="Asana" width="48" height="48"></picture> |
| ClickHouse | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/clickhouse.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/clickhouse.svg"
alt="ClickHouse" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/clickhouse-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/clickhouse.svg"
alt="ClickHouse" width="48" height="48"></picture> |
| Cloudflare | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/cloudflare.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/cloudflare.svg"
alt="Cloudflare" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/cloudflare.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/cloudflare.svg"
alt="Cloudflare" width="48" height="48"></picture> |
| Cloudinary | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/cloudinary-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/cloudinary.svg"
alt="Cloudinary" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/cloudinary-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/cloudinary.svg"
alt="Cloudinary" width="48" height="48"></picture> |
| Discord | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/discord.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/discord.svg"
alt="Discord" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/discord-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/discord.svg"
alt="Discord" width="48" height="48"></picture> |
| GitHub | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/github-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/github.svg"
alt="GitHub" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/github-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/github.svg"
alt="GitHub" width="48" height="48"></picture> |
| Gmail | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/gmail.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/gmail.svg"
alt="Gmail" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/gmail.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/gmail.svg"
alt="Gmail" width="48" height="48"></picture> |
| Google Calendar | <picture><source media="(prefers-color-scheme:
dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-calendar.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-calendar.svg"
alt="Google Calendar" width="48" height="48"></picture> |
<picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-calendar.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-calendar.svg"
alt="Google Calendar" width="48" height="48"></picture> |
| Google Chat | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-chat.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-chat.svg"
alt="Google Chat" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-chat.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-chat.svg"
alt="Google Chat" width="48" height="48"></picture> |
| Google Docs | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-docs.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-docs.svg"
alt="Google Docs" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-docs.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-docs.svg"
alt="Google Docs" width="48" height="48"></picture> |
| Google Drive | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-drive.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-drive.svg"
alt="Google Drive" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-drive.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-drive.svg"
alt="Google Drive" width="48" height="48"></picture> |
| Google People | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-people.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-people.svg"
alt="Google People" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-people.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-people.svg"
alt="Google People" width="48" height="48"></picture> |
| Google Sheets | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-sheets.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-sheets.svg"
alt="Google Sheets" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-sheets.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-sheets.svg"
alt="Google Sheets" width="48" height="48"></picture> |
| Google Slides | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-slides.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-slides.svg"
alt="Google Slides" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-slides.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-slides.svg"
alt="Google Slides" width="48" height="48"></picture> |
| Google Workspace Search | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-workspace-search.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-workspace-search.svg"
alt="Google Workspace Search" width="48" height="48"></picture> |
<picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-workspace-search.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-workspace-search.svg"
alt="Google Workspace Search" width="48" height="48"></picture> |
| Hugging Face | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/hugging-face.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/hugging-face.svg"
alt="Hugging Face" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/hugging-face.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/hugging-face.svg"
alt="Hugging Face" width="48" height="48"></picture> |
| Jam.dev (library only) | New library entry | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/jam-dev-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/jam-dev.svg"
alt="Jam.dev" width="48" height="48"></picture> |
| Jira | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/jira-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/jira.svg"
alt="Jira" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/jira.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/jira.svg"
alt="Jira" width="48" height="48"></picture> |
| Linear | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/linear.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/linear.svg"
alt="Linear" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/linear-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/linear.svg"
alt="Linear" width="48" height="48"></picture> |
| Manufact | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/manufact.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/manufact.svg"
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| Postman | <picture><source media="(prefers-color-scheme: dark)"
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| Shopify | <picture><source media="(prefers-color-scheme: dark)"
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alt="Shopify" width="48" height="48"></picture> |
| Slack | <picture><source media="(prefers-color-scheme: dark)"
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| Stripe | <picture><source media="(prefers-color-scheme: dark)"
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| Supabase | <picture><source media="(prefers-color-scheme: dark)"
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2026-09-14 05:05:27 -10:00
DottaandPaperclip 13bae6fa21 fix: reject unsupported REST tool connections without stdio validation (#13346)
## Thinking Path

> - Paperclip manages AI agents and their connections.
> - Connection checks must use the configured transport.
> - The tool service treated every remaining transport as local stdio.
> - Anthropic's old REST method therefore failed with a templateId
error. A REST connection with a valid stdio template could incorrectly
pass.
> - Anthropic now has a supported AI-account flow. This pull request
removes its obsolete REST setup option and limits stdio checks to stdio
connections.
> - Users can connect an AI account, and existing unsupported
connections receive an accurate error.

## Linked Issues or Issue Description

Related: #13248 added the supported AI-account flow. Searches for
related REST health and templateId bugs found no duplicate fix.

**What happened?**

The Anthropic REST API-key connection showed `Local stdio MCP
connections must use an approved templateId`. Health checks and catalog
discovery both fell through to the local stdio path. A REST connection
with an approved template could report success and expose the template's
catalog without a REST integration.

**Expected behavior**

Only local stdio connections use command templates. Unsupported
transports return an accurate HTTP 422 error. New Anthropic accounts use
the supported runtime authentication flow.

**Steps to reproduce**

1. Check out the test-only commit `924e6e85a` in a separate worktree and
install dependencies.
2. Run `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
server/src/__tests__/tool-access-service.test.ts -t 'unsupported
REST|obsolete Anthropic'`.
3. The tests exercise saved Anthropic REST configuration and an
unsupported REST connection containing an approved stdio template. They
cover health checks and catalog discovery separately.
4. Run the same tests on the fix commit. They pass. The full affected
files also pass.

**Paperclip version or commit**

Reproduced against master `6cef9743c`.

**Deployment mode**

Server transport handling. Reproduced with an isolated embedded
PostgreSQL test database. No provider account or live credentials are
required.

## What Changed

- Restrict stdio health checks and tool discovery to `local_stdio`.
- Return and audit `tool_connection_transport_unsupported` with HTTP 422
for unsupported tool transports.
- Remove Anthropic's obsolete REST method from the generated catalog and
its durable ingestion source. Keep its subscription and API-key AI
methods.
- Cover the reported error, false-success case, rejected obsolete setup,
connection removal, and the UI's AI-account submission path.
- Replace impossible reconnect forms for removed methods with supported
setup, while preserving connection removal.
- Preserve AI-versus-tool intent isolation for legacy requests and
reject new unsupported Anthropic tool requests.
- Document recovery for existing unsupported connections.

## Verification

- Clean-worktree red/green: the same command failed all six regression
cases at `924e6e85a` and passed all six at `4d3de9de0`. The failing run
includes the reported templateId error.
- Green: all 555 tests across the six affected test files passed.
- Recovery UI red/green: three added cases failed before the recovery
fix and passed afterward; all 200 tests across setup, detail, and
advanced controls passed.
- After the recovery UI update, UI typecheck/build and token gates
passed again.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm check:token-gates` — passed.
- Catalog regeneration — passed with the documented
`PAPERCLIP_CONTENT_TEMPLATES` override for the local capture corpus.
- Full CI on `69fb31fd4` — passed all general and serialized test
shards, browser shards, typecheck, build, runner verification, and
canary dry run:
https://github.com/paperclipai/paperclip/actions/runs/34726975425.
- The local serial `pnpm test:run` was stopped after the fixture
correction superseded that run; full-suite verification above comes from
CI. All 555 affected tests passed locally, including all 17
connection-intent tests after the correction.
- Greptile — 5/5, successful check on final commit `69fb31fd4`, no
unresolved findings.
- No live Anthropic validation was performed. The UI regression uses a
fake key and a mocked AI-account response.

## Risks

Existing obsolete REST connections remain in needs-attention state.
Users must add an account through the supported flow and remove the old
connection. Credentials and grants are not transferred automatically.
Removal remains covered. The specialized AgentMail and Composio paths
keep their existing behavior. There are no schema or permission changes.

## Model Used

OpenAI GPT-6 through Codex. The exact serving model ID and
context-window capacity are not exposed in this session. Used reasoning,
code editing, shell tools, and test execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 19:26:58 -05:00
DottaandPaperclip 47ded8bf97 feat: manage AI runtime credentials through Connections (#13247)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs need credentials for a specific provider and sign-in
method.
> - Connections already owns accounts, grants, and access permissions.
> - AI authentication should use those same boundaries.
> - This pull request adds the storage, API, adoption, and runtime
foundation.
> - Legacy agents keep their authentication until they explicitly adopt
a managed connection.

## Linked Issues or Issue Description

**Problem or motivation**
AI credentials are configured separately from Connections. Agents cannot
consistently reuse a responsible user's account or a permitted shared
account.

**Proposed solution**
Manage AI accounts with the existing Connections grants and permissions.
Keep model and harness selection independent from credential selection.
Preserve legacy authentication until validated adoption.

**Alternatives considered**
A separate credential registry would duplicate ownership and access
policy. Automatic fallback would risk using the wrong account.

**Roadmap alignment**
This extends the shipped Apps, multi-user, secrets, and agent-runtime
capabilities. The maintainer requested the feature and reviewed the UI.
Related groundwork: #11899 (connection permissions), #10910 (connection
wizard), #11692 (Claude subscription profiles), and #11854 (Codex
account rotation).

## What Changed

- Add AI-purpose/runtime-auth contracts and an additive, idempotent
migration.
- Add Claude, OpenAI, OpenRouter, and Grok provider capabilities and
catalog entries.
- Store credentials on grants. Resolve responsible-user defaults or
explicit permitted grants.
- Isolate managed credentials and provider sessions across accounts.
Block missing credentials without ambient fallback.
- Keep imported legacy secrets unchanged during reconnect. Use
independent local Codex/Grok sign-in attempts for rotating credentials.
- Add authorization, migration, concurrent refresh, retry, cancellation,
and legacy-compatibility tests.

This is part 1 of a two-PR stack. The app UI follows in #13248. Merge
the foundation first.

## Verification

- Updated against master `04e364236`, preserving upstream provider login
and connector workflows.
- Full workspace typecheck, production build, Storybook build, and token
gates passed on the integrated branch. Final local-login changes passed
59 focused tests; new-agent and inbox regression suites passed 63 tests.
- Browser checks verified automatic local Claude account detection,
resumable Codex login commands, retry, focus restoration, and
desktop/phone layouts. Commands create their isolated directory before
invoking the CLI.
- All current-head CI checks passed on `2a996560a`, including all
server/workspace tests, browser shards, runner verification, typecheck,
build, and canary dry run. Greptile reviewed that commit at 5/5 with no
unresolved threads. Earlier local full-suite attempts hit the Mac
PostgreSQL shared-memory limit; the complete suites passed in CI.
- Renumbered the additive AI migration to `0276` after upstream
migrations and regenerated its snapshot. Existing legacy agents retain
their configuration.
- Added local login status checks, owner-scoped retry, managed OpenCode
remote homes, credential-aware model discovery, and task
connection-repair delivery.

## Risks

- Managed credential failures intentionally block execution. They do not
restore legacy fallback.
- Preview-era copied Codex/Grok subscriptions require independent
reconnect.
- The integrated branch has live provider acceptance coverage. This
update verifies local Claude detection and Codex API-key task repair; it
does not add a new subscription authorization/refresh or Daytona stress
pass.
- Runtime-auth connections must stay excluded from tool and channel
handling.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser testing. The exact runtime model identifier and
context-window size are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 16:30:10 -05:00
DottaandPaperclip 4d317274ce feat(channels): add experimental iMessage Photon (#13299)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Channels connect external conversations to company tasks and agent
execution.
> - Slack, Discord, and AgentMail already provide durable delivery and
access controls.
> - People also need to reach an agent from Apple Messages and send
photos.
> - Photon provides shared Pro DMs, dedicated numbers, and authenticated
event recovery.
> - This pull request connects Photon to the existing channel services.
> - People can message an agent while Paperclip retains task ownership
and approval authority.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: channel services, shared contracts, database constraints,
Apps, and agent Channels UI.

**Problem or motivation**

Paperclip has no iMessage channel. A person cannot use Apple Messages to
start a task, send a photo, or answer an agent's pending question.

**Proposed solution**

Add experimental **iMessage Photon** with Pro-compatible shared DMs or a
dedicated Photon Cloud number per agent channel. Reuse channel
admission, identity links, task generations, publication, and
interaction continuation. Keep groups disabled for shared allocation.
Dedicated lines support groups that an operator explicitly enables.
Require a fresh linked message and a published agent response before
setup completes.

**Alternatives considered**

Shared allocation has no owned phone number, so it reserves one project
and allows DMs only. Dedicated allocation reserves one stable number.
Local Mac access needs a separate deployment model. The upstream Photon
Chat SDK adapter does not persist the poll mappings and send receipts
required here. This change uses the lower-level SDK without adding
another agent runtime.

**Roadmap alignment**

This extends Connected Apps and agent communication through the existing
channel subsystem. It does not add a parallel tool connection or agent
loop. GitHub searches for Photon and iMessage found no matching provider
implementation.

**Additional context**

This ships behind the existing experimental channel gate. Dedicated-line
release qualification remains incomplete. Real Photon Pro DMs passed
task/reply, native poll, text answers, confirmation rejection, media,
restart, pause, reconnect, revocation, and removal tests. An
operator-supplied iPhone camera HEIC also passed the full round trip.
Dedicated groups remain unqualified. See [the verification
record](doc/connections/IMESSAGE-PHOTON-VERIFICATION.md) and [the
implementation plan](doc/plans/2026-09-11-imessage-photon.md).

## What Changed

- Add the provider catalog entry, shared setup contracts, and a forward
migration. A global partial index reserves the dedicated number or
shared project until its endpoint is archived.
- Add Cloud project inspection, vaulted project credentials,
selected-line token renewal, and a leased receiver. Persist checkpoint
updates under the receiver lease. Shared project replay accepts sparse
increasing sequences only after a complete recovery barrier.
- Connect DMs and enabled groups to existing task generations, sender
authorization, ordered delivery, and publication services. Keep each
iMessage conversation on its task after completion; only explicit `/new`
or `/close` releases the binding. Publish committed inbound comments
live and label their human bubbles “Sent from iMessage” in both
task-chat renderers.
- Persist immutable text/file send identities, upload receipts, poll
IDs, option IDs, per-person drafts, and canonical interaction
continuation proofs.
- Add source-bound file recovery, bounded HEIC/HEIF conversion, JPEG
previews, and related Live Photo companion video retention.
- Add the three-step setup flow and channel management surfaces with
official branding. Preserve the experimental gate and existing
pause/disconnect behavior.
- Add interactive production-component Storybooks for setup, access,
recovery, and ongoing conversations. Add provider, integration, catalog,
and browser regression coverage. Document setup, recovery, supported
boundaries, and qualification gaps.

## Verification

- Live Photon Pro, SDK 2.1.0: linked iPhone messages create a task and
receive native Codex replies in Apple Messages. Unlinked senders cannot
start work.
- Three real follow-ups each reopened the same completed task. Incoming
bubbles appeared on its open page without reload and showed “Sent from
iMessage.” The third follow-up ran after restarting the server on
`4d7222110`; the agent correctly repeated its previous reply from before
the restart.
- Native polls after restart, sequential text drafts, required-field
correction, explicit submission, approval rejection with a required
reason, and native continuation passed against Photon.
- PNG, text documents, synthetic HEIC, and a real iPhone camera HEIC
passed in both directions. The camera photo produced a 3024×4032 JPEG
preview. The native agent described it and returned the received HEIC
byte-for-byte.
- Pause/resume, reconnect, identity revocation, removal, `/status`,
`/new`, `/close`, and stale answers after close passed live. Messages
suppressed by pause did not become work on resume. Removal stopped
intake and removed credential bindings.
- All 304 focused tests passed on `4d7222110`. These cover Photon
unit/integration behavior, both task-chat renderers, live comment
hydration, completed-task continuity after restart, enabled groups,
duplicate delivery, and explicit reset/close. The selected Teams
completion-boundary regression also passed. Full workspace
typecheck/build and token gates passed for the conversation fix; the
final UI changes passed their affected typecheck/build and tests.
- All 26 new Photon Storybook Playwright cases passed in light and dark
themes, including the complete shared-DM setup journey and 390px mobile
follow-ups. UI typecheck and the Storybook build passed. These stories
use simulated Photon responses and do not replace the live evidence
above.
- The full chat-adapters browser suite previously passed all 39 cases.
Migration checks passed, and migration 0275 applied to the isolated live
instance with the earlier Photon migration already applied.
- The local full Vitest run was previously interrupted by the host's
embedded-Postgres shared-memory limit; it is not a full-suite pass. All
30 applicable CI checks passed on preceding head `7a5419cac`, with two
skipped checks and Greptile 5/5. Head `24f8e1aae` adds an explicit
required-story discovery guard to the 26 passing Storybook cases.
Greptile rates this final head 5/5 with no unresolved review threads.
All 30 applicable CI checks passed, with two optional checks skipped.
- A repeated live send key suppressed the duplicate but returned gRPC 6
/ SDK `internalError` without an original receipt. Paperclip keeps
unknown delivery unresolved. This provider behavior is covered by a
regression test.
- See [the verification
record](doc/connections/IMESSAGE-PHOTON-VERIFICATION.md) for package
versions, redacted live evidence, deterministic coverage, and remaining
qualification gaps.

## Risks

- Dedicated group qualification remains unrun; groups are disabled for
the approved Pro scope. Real iPhone camera HEIC passed transport,
preview generation, agent inspection, and return. Keep the channel
experimental; the dedicated-line release matrix remains incomplete.
- Shared recovery and attachment aliases were verified against the live
gateway. Duplicate writes currently return an error without the original
receipt; unresolved sends require operator resolution. The
implementation fails visibly on invalid replay ordering, a reset cursor,
or changed identity.
- The HEIF converter passed on macOS arm64 and in Linux CI. Windows HEIF
binaries have not been executed in this work. Linux musl has no packaged
converter. Unsupported conversion retains the original and reports the
missing preview.
- The migration adds a global reservation across companies for Photon
numbers and shared projects. Paused and revoked endpoints keep that
reservation until removal.
- Integration touches shared channel services. Existing provider browser
coverage passes; broad repository verification is recorded above.
- `pnpm-lock.yaml` is intentionally excluded under repository policy.
The repository bot owns lockfile updates. The additional Superagent
supply-chain scan is neutral/inconclusive because these new dependencies
are not yet in the committed lockfile. Its security scan passed; all
required CI checks pass.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository inspection, code
execution, browser testing, and tool use. The exact served model
identifier and context-window size are not exposed in this session. No
sub-agents were used.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 15:23:50 -05:00
DottaandPaperclip 2083bf6f9a feat(connections): add AgentMail inboxes and email tasks (#13256)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents controlled access to external services.
> - Experimental channels already map conversations to tasks and durable
work queues.
> - Email needs inbox ownership, recipient envelopes, delivery records,
and explicit sends.
> - This pull request adds AgentMail to that infrastructure and keeps
the provider key in the server vault.
> - Agents can receive and send email from local or sandbox execution
while the board follows each conversation in its task.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need dedicated email addresses. Incoming email should become
assigned work. Internal task comments and progress must never become
outgoing email by accident.

**Proposed solution**

Add experimental AgentMail connections, an inbox assignment wizard,
durable email intake and publication, task email cards, and
authenticated API, CLI, and native runtime actions. Agents use Paperclip
credentials to request sends. Paperclip owns the provider key and
enforces access and task authority.

**Alternatives considered**

A general mailbox MCP connector does not provide durable task binding or
publication boundaries. A separate mailbox application duplicates task
collaboration. The board instead directs the agent through the normal
task conversation.

**Roadmap alignment**

This extends the existing experimental connections and task
infrastructure. Product scope and interaction design were reviewed with
the maintainer. Related connection authority work: #11831 and #11818.
The duplicate search found no competing task-based AgentMail
integration.

## What Changed

- Add AgentMail catalog data, shared contracts, company-scoped email
records, and an additive migration.
- Add vaulted setup, inbox assignment, access grants, trust guidance,
and provider-side allowlist guidance.
- Support WebSocket and signed-webhook intake through a shared durable
pipeline, deduplication, catch-up, and task wakeups.
- Queue explicit new conversations and replies with immutable send
intents, idempotency, delivery state, and uncertain-send resolution.
- Show inbound and outbound email cards in normal task conversations.
Keep internal messages internal.
- Add task-scoped CLI actions and the sandbox callback routes required
for Daytona execution.
- Provide a dedicated AgentMail skill automatically only to agents with
active authorized inbox assignments. Keep email instructions out of the
universal Paperclip skill.
- Advertise connector-owned `agentmail_inboxes`,
`agentmail_read_thread`, `agentmail_send`, and `agentmail_delivery`
tools only in eligible native sessions. Recheck live authority on
execution.
- Isolate Codex CLI connector skills by agent and skill revision.
Deliver the assigned skill in the run prompt for adapters that use
shared skill directories, including resumed turns. Keep automatic skills
out of manual persistent sync. Show them as read-only and document the
pattern in the connector playbook.
- Fix AgentMail health checks that entered local-stdio validation and
optional missing Codex credential cleanup in sandboxes.
- Add API, pipeline, authorization, sandbox, browser, and Storybook
coverage.

## Verification

- Live AgentMail testing covered WebSocket intake, signed webhooks,
restart catch-up, and a full receive → task → Daytona Codex CLI →
explicit reply → Delivered round trip. The reply was verified in the
other inbox. The normal task composer also initiated an outgoing email
child task.
- The connector-skill change was verified in the browser: AgentMail
appears once as an automatic, read-only skill with its assigned address.
Disabling experimental chat connections removes it; re-enabling restores
it. A regression test covers assignment data arriving after library
data.
- Connector regression coverage passed 178 runtime utility, email
integration, skill-route, and heartbeat tests. All 17 Codex execution
tests passed, including per-agent skill isolation, model identity,
revision changes, removal, and prompt delivery without shared skill
files.
- After rebasing onto master, all 44 focused email, heartbeat, and
native-authority tests passed. All 313 native-session executor tests
passed. The UI regression suite passed all 3 tests. These test sets
overlap earlier focused runs.
- Full workspace typecheck and build passed after the rebase. Token
gates passed. Earlier focused Playwright task/setup coverage and the
Storybook build also passed.
- Native connector tool execution uses deterministic integration tests.
Live Daytona qualification used the Codex CLI adapter; the new
shared-home prompt fallback has deterministic coverage.
- The full repository suite is run by CI. The earlier unsharded local
full-suite attempt was stopped after the equivalent CI suites passed and
is not reported as a completed local run. Greptile reviewed
`7e57dc267a8446d3c906e3cc5b8abc94fb8860eb` at 5/5 with no unresolved
threads. All server, workspace, serialized server, and browser suites
passed in CI. The build job hit a five-second timeout in a runner
transport test; both variants and the full 80-test file passed locally
with unchanged timeouts. The build passed on retry on the same commit
without code or timeout changes. All required CI gates, including the
final `ci / verify` and `ci / e2e` summaries, are green on
`7e57dc267a8446d3c906e3cc5b8abc94fb8860eb`.

## Risks

- Email from external senders can start normal agent work. Setup
recommends a low-trust agent and AgentMail sender controls. Sender
addresses never grant board membership.
- Provider timeouts can leave uncertain sends. Retries retain their
idempotency key; expired windows require reconciliation or operator
resolution.
- Connector skills and native tools are assignment-dependent and require
current access. Revocation denies retained calls; assignment changes
select a new runtime context.
- Activation remains behind the experimental-channel setting. The native
runner path has deterministic coverage; live Daytona qualification used
the Codex CLI adapter.
- Schema changes are additive. Inbox ownership is unique across
companies. Disconnect preserves provider inboxes and task history.

## Model Used

OpenAI GPT-6 (Codex). Used reasoning, repository tools, code execution,
and browser testing. The exact deployment model ID and context-window
size were not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 16:56:38 -05:00
DottaandPaperclip 889947c238 feat: add experimental native chat connectors (#13038)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People also ask agents for work in their existing chat tools.
> - Each external conversation needs one task and a current authorized
source.
> - Retries, Stop, and provider failures must not duplicate work or
expose private data.
> - The first chat PR establishes the opt-in provider and data
contracts.
> - This PR adds experimental channel integration and its durable
control plane.
> - Users can request work from connected channels and inspect delivery
in Paperclip.

## Linked Issues or Issue Description

Refs #13100 and #13092. This is the second of exactly two chat PRs.
Foundation #13100 is merged and changed 143 files. Runner prerequisite
#13092 is also merged. This PR changes 400 files against master, below
the 500-file review limit. It contains no wireframe images or HTML
galleries.

## What Changed

- Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat
connections. Keep chat disabled unless the operator enables experimental
chat connectors. Preserve the production GitHub tool connection and its
normal setup path.
- Bind each provider bot identity to one immutable Paperclip agent. Bind
each admitted external conversation to one task. Paperclip owns tasks,
runs, permissions, and audit records.
- Add durable admission, per-conversation queues, questions, task
controls, progress, final replies, images, files, and delivery receipts.
Board comments remain internal unless explicitly sent to the channel.
- Check current identity, provider reach, resource access, credentials,
runtime generation, and exact source before provider effects. Keep
private responses private. Never send raw reasoning, private logs,
credentials, or tool arguments.
- Hold uncertain sends for explicit audited resolution. Make Board
Send-to-channel atomic and idempotent. Keep reconnect and setup
credentials in Paperclip secret storage.
- Preserve current native-runner authority across retries, lost
acknowledgements, and recovery. Keep immutable input and completion
contracts separate from newer user input. Receipt reconciliation cannot
launch a provider.
- Reconcile chat close/new ordering and provider-effect lock order.
Audit resource access changes in the same transaction. Submit only the
selected resource from each UI toggle so stale pages cannot undo
unrelated access changes.
- Drain Codex stdout before certifying process exit. Bound the drain
with the existing shutdown grace. Preserve observed terminal authority
without treating an undrained process as successful or reusable.
- Incorporate master `018ca5da` with its ACP Stop, mobile task layout,
runner packaging, and official lock changes. Preserve dedicated
chat-answer continuations in both directions when ordinary queued
comments are adopted after Stop.
- Fence late adapter readiness behind an earlier Stop for the same run.
Preserve verified cleanup for registered adapters. Handle single Stop,
agent pause, duplicate Stops, and failure release without creating a
false cancellation receipt.
- Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact
failed-chat retry authorization and lineage, retired question-source
suppression, and the block on generic recovery that would discard the
admitted source. Fresh deferred input retains its separate promotion
path.
- Incorporate master `2a05b5ed3` and its queue-admission extraction,
simplified transaction ports, and separate runner CI job. Preserve exact
durable receipts, actor separation, and dedicated-answer isolation
through the new module. A failed receipt insert rolls back the
accompanying deferred-wake merge.

## Verification

Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating
master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are
resolved. This successor fixes two test-harness boundaries exposed by
CI: per-case route-module preparation and actual durable-save completion
before intentional runner termination. Production code and all existing
test/turn deadlines are unchanged. [Exact-head Greptile
review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594)
is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable
findings or open review threads. [Fresh exact-head
CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341)
passes **all 24 jobs**, including Build and both required aggregates.
Normal exact-head guarded merge was attempted and rejected by the
remaining branch approval policy: CODEOWNER review is required and no
human approval is present. Normal **squash auto-merge is enabled** as of
September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified;
no approval bypass or self-approval was used. Earlier-head results below
remain historical evidence, not qualification of this successor.

- Final exact-head Linux evidence: 995/995 chat integration cases; 36/36
agent-skills routes; 35/35 runner live-session cases, including real
process kill/resume; 1948 runner Vitest cases with three existing
benchmark/platform guards; 870/870 API-authority cases; and 104 browser
cases with four existing optional skips. Rust, conformance/replay, full
repository build, typecheck, canary, all server/workspace shards, and
both required aggregates pass with normal CI concurrency. Earlier failed
attempts remain recorded below.

- Latest test-only qualification: 141/141
route/permissions/authentication cases pass in separate cold forks, with
plain server types and independent review clear. The real-runner suite
passes 35/35, with plain runner types and independent review clear. A
controlled premature-save acknowledgement fails as expected; matching
ownership/effect/process evidence, rejected saves, real turn outcome,
test abort, and pre-kill liveness are covered. No local reproduction of
the original CI scheduling failure is claimed. The preceding [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34479680858)
passes 21/24 jobs, including all 995 Linux chat cases and browser
aggregate (104 passed, four existing optional skips); only Build, the
skills serialized shard, and the required verification aggregate fail.
Its exact-head Greptile review was 5/5. Both failed job logs are
retained.

- Final fixture qualification: all eight focused Discord cases and all
995 chat integration cases pass. The exact modal statement/PID is
observed before taking the real connection lock; the test then proves
its actual blocking relationship before mutation. Original SQL
execution, provider behavior, negative assertions, and 1s/15s timeouts
remain unchanged. Independent review is clear and test/production hashes
remain frozen. The preceding [CI
attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777)
passed 22 jobs, including Build/runner, typecheck, canary, all other
test shards, and browser aggregate (104 passed, four existing optional
skips); the two fixture failures and failed verification aggregate
remain recorded, not relabeled as a pass.

- Current queue-module composition: 308/308 recovery/batching/queue/Stop
tests; 995/995 full chat integration; 89/89 module tests, including real
PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary
tests; plain server and UI types. All four actual local process/ACP
browser paths pass in 1.4 minutes. Fresh databases, no skips or retries,
stable reviewed source hashes. The initial boundary failure is retained;
its no-op service wrapper was removed without changing recovery context
or weakening the check. An exploratory standalone test-directory
typecheck fails because its new upstream transformation config is not a
standalone typechecking project; standard CI/build does not invoke it,
and no configuration was weakened to suppress those diagnostics.

- The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed
[all 24 CI
jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958)
and exact-head Greptile review at 5/5. Required CODEOWNER review
prevented its normal merge before master advanced again.

- Final extracted-module composition: 307/307 recovery, batching, queue
and Stop-control tests; 995/995 full chat integration; 49/49 module
tests including eight PostgreSQL adapter cases; and 19/19 issue-update
tests. Plain server types pass. All four actual local process/ACP
browser paths pass in 1.3 minutes. Fresh databases, no skips or retries
in these cohorts, frozen source hashes, and independent review clear.

- The preceding head `3e4e1c1c` passes [all PR CI
jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820),
including Build and required `ci / verify` and `ci / e2e`. Both the
original Rust failure and the previously load-sensitive lineage fixture
pass with unchanged Linux concurrency. Master advanced afterward and
required this reconciliation.
- Final master composition: 448/448 focused UI tests, 186/186 adapter
tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI,
server, shared, and adapter types pass. Token gates and diff checks
pass. Independent server and UI reviews are clear.
- Stop-registration regression: both real-service cases fail against
exact `a95` source and pass with the fix. The full corrected
recovery/control suite passes 265/265. Duplicate-owner and failed-Stop
controls also pass. Plain server types pass. The readiness barrier
prevents provider startup without adding an acknowledgment to an already
terminal run.
- Final qualification strengthens terminal-field equality and repeats
both affected cases successfully on a fresh database. All four actual
local process/ACP browser paths pass again in 1.3 minutes, without skips
or retries. The final screenshot shows Cancelled, a paused subtree,
retained input, and no error toast.
- Two new actual-service regressions fail before the merge fix. They
prove that queued-comment adoption could consume a dedicated chat answer
or add unrelated input to that answer. The fixed four-case cohort
passes, including ordinary upstream continuation and adapter Stop
controls. Full recovery passes 257/257. All four actual local
process/ACP Stop browser flows pass in 1.4 minutes, without skips or
retries, on a fresh database.
- The unchanged runner artifact was qualified with 171/171 transport
tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11.
Six controlled reader tests prove the exit/drain repair. Its local
serial Rust workspace passed 546 top-level cases plus two invoked
helpers; the later passing Linux CI supplies default-concurrency
evidence.
- Prior exact-source full chat integration passes 995/995. Settings
regressions cover concurrent stale pages, 501 destinations, pending
state, rejected updates, and explicit retry. These deterministic tests
do not prove live provider behavior.
- Retained failed attempts and their causes are in the [qualification
log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md).
The first merge adapter run timed out while macOS slept for 290 seconds.
Its unchanged repeat passed with a temporary sleep guard. No assertion,
deadline, or CI gate was weakened.

Review commands include `pnpm --filter @paperclipai/server exec vitest
run src/__tests__/heartbeat-process-recovery.test.ts
src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec
playwright test --config tests/e2e/playwright.config.ts
tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh
disposable databases. See the [browser
runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md)
for provider setup and separate live acceptance steps.

## Risks

- This remains experimental. Deterministic tests and bounded live
evidence do not establish every provider feature, tenant, permission
layout, or media shape. Teams work-tenant qualification is still open.
- Failed and uncertain provider effects remain visible and can require
operator action. A transport receipt does not prove recipient
visibility.
- Native controller and runner artifacts must remain compatible.
Preserve lease ownership, terminal authority, source binding, and
quarantine during future changes.
- Access and audit rows commit together, but activity notifications
remain best-effort. This is not a new durable event outbox.
- The PR operation does not deploy a live server, replace its runner, or
change provider permissions. Remaining live qualification is documented
in the [temporary
handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md).

## Model Used

OpenAI Codex assisted with implementation, tool execution, testing, and
review. The work records `gpt-6-astra` assistance. The environment does
not report a context-window size. No private reasoning traces are
included.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-10 10:06:45 -05:00
DottaandPaperclip 0ffc091473 feat(connections): add durable GitHub identities and webhooks (#12843)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents need source control access for repository work
> - A shared token cannot preserve the responsible person's identity or
an agent's dedicated identity
> - GitHub App tokens also need durable refresh, repository access
checks, and webhook delivery
> - Paperclip already has managed connections, encrypted grants, run
secret leases, and merge-confirmation behavior
> - This pull request extends those systems with GitHub identities
instead of adding a parallel credential system
> - The benefit is durable GitHub access with explicit identity,
repository, runtime, and webhook boundaries

## Linked Issues or Issue Description

No public GitHub issue describes this connection change. This
description follows the feature request template.

**Subsystem affected**

Connected Apps, connection grants, secret resolution, native Git runtime
setup, webhook processing, and the Apps UI.

**Problem or motivation**

Users need to connect GitHub once and let agents use the correct GitHub
identity. A run should use a dedicated agent account when one exists.
Otherwise, it should use the responsible person's account. The
connection must survive token expiry, repository access changes, and
temporary instance downtime.

**Proposed solution**

Add user-owned and agent-owned GitHub grants to the existing connection
model. Resolve one identity for MCP, Git, `gh`, health checks, and
webhook bindings. Store provider tokens in the existing encrypted secret
system. Refresh expiring token pairs under the existing lease and
compare-and-swap path. Register signed Cloud webhook bindings and
process normalized pull request and installation events through a
durable local inbox.

**Alternatives considered**

An organization-wide GitHub token would lose person and agent
attribution. Environment variables alone would bypass the managed
connection and grant model. A new GitHub-only credential store would
duplicate the existing secret and access systems. GitHub App
installation tokens and private-key custody remain outside this first
version.

**Roadmap alignment**

This change implements the Connected Apps direction. It also extends the
shipped MCP Tool Gateway, per-agent secret access, and
action-attribution systems. It does not add a repository catalog. The
open repository catalog work in
[#11234](https://github.com/paperclipai/paperclip/pull/11234) is related
and complementary.

## What Changed

- Added agent-owned connection grants and a per-agent credential policy
with company and subject constraints.
- Added a managed GitHub App method while keeping the personal access
token method as an advanced fallback.
- Added durable access-token and refresh-token handling with proactive
rotation and one automatic recovery after a provider `401`.
- Added GitHub identity and installation summaries without storing
repository-name lists.
- Added signed Cloud webhook binding, event lease, acknowledgement,
local idempotency, pull request merge processing, and installation
access handling.
- Added one identity resolver for MCP, native Git, `gh`, checkout,
health checks, and webhook bindings.
- Added a class-3 run projection for `GH_TOKEN`, `GITHUB_TOKEN`, a
`github.com`-only credential helper, SSH-to-HTTPS rewrite, and GitHub
noreply commit attribution.
- Added personal and dedicated-agent setup choices plus identity,
repository, continuity, and webhook status in the Apps UI.
- Added schema migrations, tests, and connection documentation.

## Verification

- The current head is fully green in GitHub CI, including build,
typecheck, all serialized/general server shards, all browser shards,
policy, canary dry run, review, and security checks.
- Live staging proof completed with a non-expiring GitHub App user
token, selected-repository installation, repository add/remove refresh,
managed MCP, native `gh`, HTTPS clone/push/delete, GitHub noreply commit
attribution, signed merged-PR webhook acceptance, durable
Cloud-to-instance delivery, and installation-access event processing.
Temporary branches and temporary repository access were removed
afterward.
- `pnpm check:token-gates` passed.
- `pnpm -r typecheck` passed before and after the rebase onto
`origin/master`.
- `pnpm build` passed.
- The focused connector suite passed 285 tests after the rebase.
- The full stable suite passed 5,790 tests and failed 22 tests across 8
general server files. The failures reproduced as shared-runner
environment issues. They included `/tmp` versus `/private/tmp`, closed
database connections, and invalid high ephemeral ports. The focused
connection tests pass in isolation.

## Risks

- Migrations add agent grant subjects and a durable connection-event
inbox. Migration numbering and safety checks pass.
- A raw GitHub user token enters the agent process for Git and `gh`.
Per-tool Ask-first controls cannot limit those shell operations. The UI
warns users about this boundary.
- GitHub App user tokens can be non-expiring. Paperclip performs a
continuity check every 30 days, but provider revocation still requires a
reconnect.
- The webhook path accepts only signed and bounded payloads. It stores a
minimal normalized record and no raw provider payload.
- GitHub repository permissions remain authoritative. Removed access can
make a cached repository count temporarily stale, but runtime access
fails immediately.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

OpenAI Codex, `gpt-5.6-sol`, extended reasoning, tool use, code
execution, browser control, and multi-file repository editing. The
context window size was not provided.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-04 18:02:52 -05:00
DottaandPaperclip 8c3b8c432a Simplify app connections and enable managed Google access (#12728)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps subsystem gives humans and agents governed access to
external tools.
> - The current connection flow hides Apps behind an experimental gate
and repeats setup text.
> - Google sharing choices and generic MCP permissions do not use one
consistent opening model.
> - Self-hosted installs also need a safe default origin for managed
OAuth without a manual config file.
> - This pull request makes Apps available, simplifies connection setup,
and applies one governed permissions model.
> - The benefit is a shorter connection flow that works on a clean
self-hosted install.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This improves the Apps connection setup flow, managed Google connection
flow, generic MCP connection flow, navigation, and runtime origin
discovery.

**Subsystem affected**

Cross-cutting. This changes `ui/`, `server/`, `packages/shared/`,
connector documentation, and browser tests.

**Current behavior**

Apps require an experimental switch. Setup pages repeat titles and
explanatory copy. Connection names require manual input. Google
credential sharing does not always offer both personal and organization
access. Generic MCP providers do not start with the same permission
choices. Managed OAuth needs a public URL setting even when the request
already has a safe HTTPS origin.

**Proposed behavior**

Apps are available by default. Setup asks only for required permissions
and sharing choices. Paperclip creates conflict-free connection names.
Google apps and generic MCP providers use the same human and agent
access model. Managed OAuth derives a validated same-origin HTTPS URL
when no explicit public URL is set.

**Reason and benefit**

A clean self-hosted install can connect a managed Google app without
hidden setup. Humans can share a service account with their
organization. The shorter flow reduces duplicated choices and setup
errors.

**Breaking changes**

The Apps experimental switch is removed. Existing connection APIs remain
compatible. New connections can receive a numeric suffix when a name
already exists.

No duplicate or related public issue was found.

## What Changed

- Removed the Apps experimental gate and the breadcrumb that leaves the
Apps section.
- Simplified all connection setup pages and moved optional provider
requirements into one small link.
- Added consistent human and agent access choices for Google apps,
Zapier, and generic MCP connections.
- Added organization sharing to Google Workspace credentials while
keeping personal access available.
- Generated connection names automatically and resolved name conflicts
with numeric suffixes.
- Derived a validated public HTTPS origin from the request for
config-free managed OAuth.
- Updated connector contracts, tests, browser coverage, and authoring
documentation.

## Verification

- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts
server/src/__tests__/generic-mcp-connection.test.ts` (273 passed)
- Targeted UI/service regression suite (308 passed)
- Six targeted Playwright connection journeys on a fresh onboarding
instance (6 passed)
- Fresh-install browser proof through Tailscale HTTPS: enrolled with
Paperclip Cloud, connected managed Google Drive, and completed a real
read operation.
- [Exact-head CI
run](https://github.com/paperclipai/paperclip/actions/runs/33669760711):
all 23 matrix jobs passed, including build, typecheck, server,
serialized, canary, and all browser shards.
- Greptile 5/5 on `0ae2a859f269984ee950d0af231a5b09a06f3dfd`, with no
unresolved review threads.

## Risks

Apps are now visible to all operators. The removed experimental flag no
longer hides unfinished app definitions. Managed Google availability
still depends on the Cloud profile rollout and active instance
enrollment. Automatic conflict handling changes only the display name of
a newly conflicting connection.

> I checked [`ROADMAP.md`](ROADMAP.md). MCP Tool Gateway and Apps are
shipped. Connected Apps is planned, and this change improves the
existing shipped connection flow.

## Model Used

OpenAI Codex, GPT-5, with reasoning, browser control, tool use, and code
execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-02 14:05:53 -05:00
DottaandPaperclip c7ebc089cb fix(apps): complete managed Google Workspace rollout (#12619)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Apps system gives agents governed access to external services
> - The managed Google Workspace connector uses separate profiles for
each app and access level
> - Several app definitions and callback paths did not enforce the same
profile contract
> - The default method could also select a customer OAuth setup when a
managed read profile was available
> - This pull request aligns the profile contracts, setup guidance,
default selection, and activity attribution
> - The benefit is a consistent managed connection flow for every Google
Workspace app

## Linked Issues or Issue Description

N/A — no public GitHub issue exists for this follow-up. Related merged
work:
[#12600](https://github.com/paperclipai/paperclip/pull/12600) and
[#12609](https://github.com/paperclipai/paperclip/pull/12609).

This change follows the merged Paperclip Cloud managed OAuth broker
work. It does not add a new broker or provider client.

**What happened?**

The Google Workspace connection definitions could drift from the shared
connector profile registry. The callback activity always named Gmail.
Google Sheets did not show the Developer Preview requirement. The setup
flow could select a customer-owned write method when Cloud advertised
only a managed read profile. The tool-access service had no non-Gmail
managed callback test.

**Expected behavior**

Each managed Google Workspace profile must use its exact app slug, MCP
URL, scopes, ownership, risk tier, and write-tool policy. Callback
activity must name the correct app and profile. Every Google Workspace
card must show the same Developer Preview prerequisite. An available
managed method must be the default within the selected capability. The
customer-owned method must remain available as a fallback.

**Steps to reproduce**

1. Advertise only the `gmail.read` managed profile.
2. Open the Gmail connection setup.
3. Observe that the customer-owned draft method becomes the default.
4. Complete a managed Google Drive callback.
5. Observe that the activity row names Gmail instead of Google Drive.
6. Open the Google Sheets setup.
7. Observe that it does not show the Google Developer Preview
prerequisite.

**Paperclip version or commit**

Current `master` at the start of this follow-up.

**Deployment mode**

Local development. The same connector definitions apply to Cloud-hosted
and self-hosted instances.

**Installation method**

Built from source with pnpm.

**Agent adapter(s) involved**

Not adapter-specific. This change affects the core Apps and tool-access
paths.

## What Changed

- Added one table-driven invariant for all 16 Google Workspace profiles.
- Verified each profile against its app slug, MCP URL, exact scopes,
capability, ownership, grant kind, risk tier, and write-tool allowlist.
- Kept the Google Chat write profile least-privilege because its only
enabled write tool is `send_message`.
- Added the Google Developer Preview prerequisite to Google Sheets.
- Preferred an available Paperclip-managed method before a
customer-owned method.
- Preserved explicit capability selection and the customer OAuth
fallback.
- Switched managed-profile availability from the anonymous global
capability document to the enrolled instance's signed status response,
so internal-pilot profiles cannot be enabled locally without an
authorized instance binding.
- Replaced the Gmail callback activity constant with the validated app
slug and connector profile.
- Added connector and route coverage for signed per-instance
capabilities, including inactive and malformed responses.
- Added a Google Drive callback test that covers the signed profile
request, personal vault refs, encrypted secret rows, catalog filtering,
and non-sensitive activity details.

## Verification

- `pnpm -r typecheck` — passed across all workspaces before the
signed-capability follow-up; final targeted shared and server typechecks
also passed after it.
- `pnpm exec vitest run
server/src/services/paperclip-cloud-connector.test.ts` — passed, 9
tests.
- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts` —
passed, 19 tests.
- `pnpm exec vitest run
server/src/__tests__/tool-access-service.test.ts` — passed, 205 tests.
- `pnpm test:run` — incomplete after the general server group reported
five failures in `server/src/__tests__/workspace-runtime.test.ts`. The
failures are outside the changed files. The run was stopped before the
remaining serialized suites because the shared worktree was needed for a
follow-up edit.
- `pnpm build` — passed on the final tree.
- `git diff --check` — passed on the final tree.

The five full-suite failures were:

- `records teardown and cleanup operations when a recorder is provided`
- `does not accept an occupied allocated port when listener ownership is
unavailable`
- `backfills a pre-existing HTTP-only managed worktree runtime to
verified HTTPS in place`
- `re-adopts a live service whose shell command differs from the
surviving process argv`
- `reuses a registered legacy worktree that already has the branch
checked out`

## Risks

- The default setup method changes when at least one Paperclip-managed
method is available. Explicit read, write, or draft choices still stay
within the selected capability group.
- Managed method availability now depends on Paperclip Cloud's signed
enrolled-instance status. A Cloud outage or an inactive enrollment hides
managed methods while leaving customer-owned OAuth available.
- The callback activity schema gains a non-sensitive `profile` value. It
does not include tokens, account identifiers, emails, tenant
identifiers, or provider error text.
- The profile invariant is strict. A future Google scope or tool change
must update the shared registry and the matching app definition
together.
- There are no database migrations and no public API changes.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- OpenAI Codex, GPT-5.6, with reasoning, repository tools, code
execution, and test execution. The effective context window was managed
by the Codex task runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-31 19:06:11 -05:00
DottaandPaperclip a7e6b818e9 feat(apps): add Paperclip Cloud managed OAuth connector (#12600)
## Thinking Path

> - Paperclip lets operators give governed tools to AI agents.
> - Connected Apps already support provider OAuth and personal
connection grants.
> - Some providers require one stable callback and do not support
dynamic client registration.
> - Self-hosted Paperclip instances can run at private or changeable
origins.
> - Paperclip Cloud can provide the stable callback while each instance
keeps its durable provider credentials.
> - This pull request adds the instance side of that managed OAuth
protocol and keeps customer-created clients available.
> - The benefit is a safe path to one-click Workspace connections for
hosted and enrolled self-hosted instances.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting. This change updates the server, Apps UI, shared app
definitions, and connection documentation.

**Problem or motivation**

Some OAuth providers require a pre-registered callback and
provider-owned client. An arbitrary self-hosted Paperclip origin cannot
use that client callback directly. Paperclip ID must also stay limited
to product identity instead of resource authorization.

**Proposed solution**

Use the existing Paperclip Cloud application as the fixed callback
broker. Enroll each instance to an exact origin and separate Ed25519 and
X25519 keys. Bind every request and sealed envelope to the instance,
environment, user, company, provider, profile, and exact scope set.
Store durable provider credentials only in the originating instance
vault.

**Alternatives considered**

Customer-created OAuth clients remain available as the independent
fallback. A generic redirect relay was rejected because it would allow
caller-selected destinations and scopes. Paperclip ID was rejected as
the broker because it is the identity boundary. A new service was
rejected because the existing Cloud application already owns customer
login and the public callback origin.

**Roadmap alignment**

This work extends the shipped MCP Tool Gateway and Apps milestone. It
also supports the Connected Apps and Cloud deployments roadmap items.

Companion Cloud implementation:
https://github.com/paperclipai/paperclip-cloud/pull/312

The duplicate search found no related open Paperclip PR or issue.

## What Changed

- Add a `paperclip_cloud_connector` client with signed requests, exact
profile and scope bindings, and X25519-sealed credential handling.
- Add explicit self-hosted enrollment with owner-only instance key
storage and exact HTTPS origins.
- Route managed Google Workspace setup through Paperclip Cloud and
preserve customer-created OAuth clients.
- Keep broker claims retryable until the local vault transaction
commits.
- Keep managed Google per-profile removal local-only to avoid
client-wide provider revocation.
- Add setup status to the Connections page and retain the Paperclip ID
names as compatibility aliases.
- Document the trust boundaries, enrollment, callback, refresh, removal,
and rollout flows.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/shared exec vitest run
src/app-definitions.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/services/paperclip-cloud-connector.test.ts
src/services/paperclip-cloud-connector-enrollment.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts -t 'brokered Gmail
OAuth|brokered OAuth state'`
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/apps/Connections.test.tsx`
- `pnpm check:token-gates`
- `pnpm build`
- The full stable test runner also reproduced existing macOS workspace,
skill-discovery, and listener fixture failures outside the changed
paths. GitHub Linux CI is the authoritative full-suite result.

## Risks

- The managed flow depends on
https://github.com/paperclipai/paperclip-cloud/pull/312. Real provider
profiles stay disabled until Cloud deploys that protocol and the
provider approves the managed client.
- A Cloud outage blocks new authorization and refresh. Existing access
tokens continue to work until expiry.
- Managed Google profile removal only deletes the local grant. This
avoids invalidating the user's other profiles that share the managed
Google client.
- Legacy `paperclip_id_connector` records require a reconnect after
their current access tokens expire. Old Paperclip ID keys and refresh
tokens are not sent to Paperclip Cloud.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

OpenAI GPT-5.6 (Codex). Agentic coding, tool use, code execution, and
subagents were enabled. The context-window size is not exposed in this
session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-31 14:34:46 -05:00
Dotta a560b48d6d feat(apps): refine Postman and Shopify setup (#12357)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps give those agents governed access to external tools.
> - Provider catalogs must match each provider's current protocol and
credential contract.
> - Postman method labels and API-key placement were outdated.
> - Shopify now offers a UCP commerce endpoint that needs a managed
agent-profile argument.
> - This pull request updates both providers and documents the complete
connection-authoring workflow.
> - The benefit is accurate setup, safer runtime defaults, and a
repeatable provider review process.

## Linked Issues or Issue Description

Refs #11965

This is stack 10 of 11. It depends on stack 9 and preserves the final
catalog work recovered from #11965.

Related: #5904 covers Shopify skill routing. This pull request covers
the Apps connection contract instead.

## What Changed

- Update Postman hosted MCP methods, capability choices, default
selection, and bearer-token placement.
- Add Shopify UCP commerce and Storefront compatibility methods with
public-store prerequisites.
- Inject the reviewed Shopify UCP agent profile at runtime and remove
that managed field from user input schemas.
- Classify Shopify checkout completion and cancellation as destructive
actions.
- Expand the connection authoring runbook from provider research through
verification and pull request handoff.
- Add focused shared, server, and UI coverage.
- Make the approved-execution waiter phase-aware so slow preparation
cannot consume the provider execution timeout and grace period.
- Settle legacy pre-execute-on-approve requests and invocations as
failed, clear their stale idempotency key, and allow a fresh governed
approval instead of leaving work stuck in `executing`.

## Verification

- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
server/src/__tests__/tool-access-service.test.ts
ui/src/pages/apps/AppsConnect.test.tsx -t
"Postman|Shopify|normalizeConnectionMethodConfig|classifyRisk"` (16
passed)
- `pnpm exec vitest run
server/src/services/approved-execution-wait.test.ts` (4 passed)
- `pnpm exec vitest run server/src/__tests__/tool-gateway.test.ts -t
"enforces policy, approvals, retries, rate limits, and company
boundaries for connected remote MCP calls"` (1 passed)
- `pnpm exec vitest run
server/src/__tests__/tool-gateway-service.test.ts` (21 passed; includes
legacy approval settlement and fresh-approval recovery)
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm build`

## Risks

- Shopify UCP calls now include a Paperclip-managed agent profile that
overrides caller input at the same path.
- Postman EU credentials now use the hosted MCP server's bearer-token
contract instead of the general REST API header.
- The catalog generator and checked-in definitions change together to
prevent regeneration drift.
- Approved execution preparation has an explicit two-minute bound;
provider execution retains its own 65-second timeout and persistence
grace starting from durable provider start.
- Legacy approvals created before execute-on-approve are intentionally
terminalized and must be requested again under the current signed
contract.

> I checked `ROADMAP.md`. This provider update does not duplicate
planned core work. The related open Shopify PR addresses skill routing,
not Apps connections.

## Model Used

OpenAI Codex, GPT-5. The runtime exact model ID and context window were
not exposed. The model used reasoning, tool use, and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-29 12:08:35 -05:00
Dotta d387cc0ff0 feat(connections): add managed external MCP connectors (#12346)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connection intents need secure provider implementations to complete
setup.
> - Some providers use managed OAuth or external credential brokers.
> - Those tokens must stay out of durable Paperclip state and fail
closed when refresh fails.
> - This pull request adds managed connector backends and the required
storage contract.
> - The benefit is safer provider setup with governed credential
lifecycles.

## Linked Issues or Issue Description

Refs #11965

This is stack 8 of 11. It depends on stack 7 and replaces another
reviewable part of #11965.

## What Changed

- Add managed Google Workspace and external connector backends.
- Add Vercel Connect support without storing provider bearer tokens.
- Add replay-safe migration 0232 and its generated snapshot.
- Fail closed and clear stale token bindings when organization OAuth
refresh needs reauthorization.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- Result: 194 tests passed.
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`
- `pnpm exec vitest run --project @paperclipai/server
server/src/services/remote-url-credentials.test.ts` (5 passed, including
URL userinfo vault extraction)

## Risks

- Broker metadata errors can block provider setup.
- OAuth refresh failure disables the shared organization connection
until reauthorization.
- Migration 0232 is generated, ordered after 0231, and safe to replay.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have linked the public source pull request with `Refs #`
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-29 12:08:34 -05:00
DottaandPaperclip fcb2e99e8f feat(apps): expand the self-serve connection catalog (#12344)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A useful app store needs accurate and selectable provider
definitions.
> - Local brand assets now cover the expanded provider set.
> - Provider methods differ in transport, authentication, ownership, and
required scope.
> - This pull request expands the catalog and encodes those provider
contracts.
> - The benefit is a larger self-serve store with explicit setup
choices.

## Linked Issues or Issue Description

Refs #11965

This is stack 6 of 11. It depends on stack 5 and replaces another
reviewable part of #11965.

## What Changed

- Add and update provider definitions for the self-serve catalog.
- Add Google Workspace connection methods and capability profiles.
- Add catalog generation, ingestion, URL matching, and contract tests.
- Update legacy key tests to use a provider that still uses header
credentials.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- Result: 164 tests passed.
- `pnpm build`

## Risks

- An incorrect provider definition can offer the wrong setup method.
- Contract tests verify transport, authentication, and provider URL
behavior.
- The change does not add a database migration.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Refs #` or (b)
described the issue in this pull request
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:34 -05:00
DottaandPaperclip 6244e4cf32 feat(apps): add Composio and Gmail connectors (#12342)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - App connections need both direct providers and managed provider
hubs.
> - The grant layer now defines safe credential ownership.
> - Composio needs parent and child connection lifecycle rules, and
Gmail needs governed setup.
> - This pull request adds both connector families on the grant
foundation.
> - The benefit is broader app access without weakening credential
isolation.

## Linked Issues or Issue Description

Refs #11965

This is stack 4 of 11. It depends on stack 3 and replaces another
reviewable part of #11965.

## What Changed

- Add Composio parent and child connection support.
- Add Gmail connection setup and governance.
- Preserve credential paths and remove duplicate binding declarations.
- Cascade Composio pause and restore actions to child connections.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- Result: 164 tests passed.
- `pnpm build`

## Risks

- Parent lifecycle changes can affect every Composio child.
- The service restores only children whose provider accounts remain
active.
- Credential binding paths are normalized before secret resolution.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:33 -05:00
DottaandPaperclip cabc9146d0 feat(apps): add secure remote MCP and PostHog setup (#12339)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps give those agents governed access to external tools.
> - Remote MCP setup needs secure endpoint validation and durable
credentials.
> - PostHog needs both browser sign-in and personal API key setup paths.
> - This pull request adds the shared remote MCP foundation and the
PostHog definition.
> - The benefit is a secure and reusable base for later app connection
work.

## Linked Issues or Issue Description

Refs #11965

This is stack 1 of 11. It replaces the first reviewable part of #11965.

## What Changed

- Add guarded remote MCP setup and credential handling.
- Add PostHog OAuth and API key connection methods.
- Add focused server, shared contract, and UI coverage.
- Keep the migration replay-safe and idempotent.
- Give the late-close security regression the same 10-second CI headroom
as the adjacent real-timer handshake test.
- Synchronize fake-timer handshake tests at the exact ensure-session
boundary so real filesystem setup cannot race the fake deadline.
- Drive PTY overflow coverage only after listener registration so
scheduling cannot reorder the test fixture.

## Verification

- pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts
server/src/__tests__/plugin-worker-manager.test.ts (220 passed; affected
cases also passed five focused stress repetitions)
- `pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never leaks a
sandbox-provided value from a late close rejection into logs or the
result"` (1 passed)
- `pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never
promotes a late ensureSession resolution|closes a late-resolving real
handle exactly once"` (2 passed)
- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`

## Risks

- Remote endpoint validation can reject configurations that previously
passed without checks.
- OAuth configuration errors can block setup until the operator corrects
the provider settings.
- The migration uses guarded statements so repeated execution is safe.
- The test-only synchronization changes do not affect runtime behavior;
they remove filesystem/fake-clock and listener-registration races
observed under parallel CI load.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:32 -05:00
03cfad7ceb feat(apps): connect Notion through MCP OAuth (#11009)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps give agents governed access to external tools.
> - The Apps gallery lists Notion, but the server required manually
configured OAuth credentials.
> - Notion's hosted MCP server supports OAuth discovery and dynamic
client registration.
> - Notion also requires HTTPS or a loopback HTTP redirect URI.
> - This pull request adds a direct Notion MCP OAuth path with PKCE and
reusable dynamic clients.
> - It also adds the current Apps UI states for connect and
reauthorization.
> - The benefit is a secure Notion connection with no manual client
credential setup.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The Apps gallery, Apps connect route, OAuth token lifecycle, and managed
MCP gateway.

**Subsystem affected**

`server/`, `packages/shared/`, `scripts/`, and `ui/`.

**Current behavior**

The Notion gallery cards are disabled. The server uses the classic
Notion OAuth endpoints and requires operator-supplied client
credentials. It does not register an OAuth client from provider
metadata. Concurrent refreshes can also replay a rotating refresh token.

**Proposed behavior**

Enable the Notion Apps flow. Discover OAuth metadata from
`https://mcp.notion.com/mcp`. Register and reuse a public RFC 7591
client with PKCE. Require HTTPS or loopback HTTP callbacks. Serialize
refreshes, store each rotated refresh token before the new access token
can be used, and show a reconnect state for `invalid_grant`.

**Reason and benefit**

Operators can connect the built-in Notion MCP app without creating or
copying OAuth credentials. Paperclip keeps dynamic clients and rotating
tokens in the company secret store.

**Breaking changes**

None. Explicit environment client credentials still take priority.
Existing Slack and Linear OAuth endpoint hints remain unchanged. Other
OAuth apps remain disabled unless they are allowlisted.

**Additional context**

PR #10910 is a related, broader Connections v3 wizard replacement. This
PR is the focused current Apps flow. The MCP Tool Gateway and Connected
Apps items in `ROADMAP.md` cover this planned capability.

## What Changed

- Classify all 20 reviewed Notion MCP tools with provider-scoped read
and write defaults.
- Require approval for selected Notion mutations, including move,
duplicate, and convert actions that generic verb matching missed.
- Preserve company-scoped connection and catalog resolution for Notion
profiles and policies.
- Add RFC 7591 dynamic client registration with
`token_endpoint_auth_method=none` and mandatory PKCE.
- Store the dynamic client ID on the connection and store any returned
client secret in the company secret store.
- Reuse the registered client for later connects and keep explicit
environment credentials as the first choice.
- Discover protected-resource and authorization-server metadata from the
Notion MCP endpoint.
- Add `redirectConstraints: "https-or-loopback-http"` to the generated
Notion app definition and shared contract.
- Reject non-loopback plain HTTP callbacks before network access with a
TLS setup error.
- Serialize client registration and token refresh operations within the
server process.
- Store a rotated refresh token before publishing the refreshed access
token.
- Treat `invalid_grant` as terminal and move the connection to a clear
reauthorization state.
- Add focused coverage for registration reuse, callback constraints,
refresh rotation, and terminal grants.
- Enable the Notion Apps route and add connect, redirect, success,
error, and reconnect UI states.
- Keep non-allowlisted OAuth apps blocked and cover the UI policy with
regression tests.

## Verification

- The focused Notion policy integration test passed with embedded
PostgreSQL.
- The focused 20-tool classification test passed.
- The server typecheck passed on the governance head.
- `pnpm -r typecheck` passed on the rebased head.
- `pnpm --filter @paperclipai/server typecheck` passed after the
security follow-up.
- `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts
-t \u0027DCR|refresh tokens|invalid_grant|abandoned lease\u0027` passed
10 focused security tests.
- `pnpm build` passed on the rebased head.
- `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts
-t 'OAuth|oauth'` passed 14 tests.
- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts`
passed 5 tests.
- The complete server group passed 3,686 tests with 4 skipped.
- The complete UI group passed 3,656 tests.
- The full local runner found one environment-only CLI failure because
this agent runtime injects static AWS credentials into a test that
expects `AWS_PROFILE` only. `env -u AWS_ACCESS_KEY_ID -u
AWS_SECRET_ACCESS_KEY pnpm exec vitest run
cli/src/__tests__/secrets.test.ts` passed all 8 tests.
- The prior UI verification passed 55 focused tests, `pnpm
check:token-gates`, the Storybook build, and review of six 1440 x 1000
screenshots.
- OAuth request sequence: protected-resource metadata `GET
https://mcp.notion.com/.well-known/oauth-protected-resource/mcp`;
authorization metadata `GET
https://mcp.notion.com/.well-known/oauth-authorization-server`; dynamic
registration `POST https://mcp.notion.com/register`; authorization `GET
https://mcp.notion.com/authorize`; token exchange and refresh `POST
https://mcp.notion.com/token`; MCP traffic `POST
https://mcp.notion.com/mcp`.
- The live metadata and registration probe confirmed that Notion accepts
HTTPS and loopback HTTP redirects. It rejects a plain HTTP private
hostname.
- A later QA task owns the full browser consent and managed gateway
tool-list dry run against a configured HTTPS deployment.

## Risks

- Notion can add tools. Unrecognized names use the generic classifier,
and new or changed risky tools stay quarantined after connection
activation.
- A deployment that uses a private non-loopback hostname must configure
HTTPS before it can connect Notion.
- Dynamic registration creates a provider-side client. Paperclip reuses
it because registration does not provide a standard delete operation.
- Refresh coordination uses a database CAS lease across service
instances. An unclean crash leaves an uncertain lease and requires
reconnect instead of risking refresh-token replay.
- The current Apps surface overlaps with PR #10910. Merge order can
require a small conflict resolution if that PR lands first.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- OpenAI Codex on a GPT-5 runtime. The exact deployment ID and context
window are not exposed. The runtime used reasoning, repository tools,
code execution, and network tools.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-06 22:18:08 -05:00
DottaandPaperclip d23fbf8ae4 feat(connections): add AppDefinition Wave 1 catalog (#9981)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Connections is the subsystem that defines which external apps and
MCP-style integrations operators can browse, configure, and run
> - The v3 schema core in #9958 added stable connection identities, auth
metadata, and grant-aware contracts, but the app catalog still used the
older gallery shape
> - The product needs a richer, typed AppDefinition catalog so browsing
and setup can render provider-specific auth and configuration
requirements consistently
> - This pull request moves the Wave 1 app catalog onto generated
AppDefinition data and carries that shape through shared types, server
lookup paths, and app connection UI
> - The benefit is that follow-up runtime and wizard work can build
against one catalog contract instead of local-only mock/gallery data

## Linked Issues or Issue Description

Refs #9958.

No public GitHub issue exists for this branch. This is the catalog layer
for the Connections v3 stack after the schema-core foundation in #9958.

## What Changed

- Adds generated AppDefinition data for the Wave 1 catalog and ingestion
reporting.
- Replaces the legacy tool app gallery exports with
AppDefinition-centered shared contracts, validators, and tests.
- Updates server tool-access lookup behavior to use the AppDefinition
catalog.
- Updates app connection UI surfaces and tests to consume
AppDefinition-backed catalog data.
- Documents the catalog ingestion workflow in the connector playbook.

## Verification

- `pnpm run preflight:workspace-links`
- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
packages/shared/src/app-definitions-url.test.ts
ui/src/pages/apps/AppsConnect.test.tsx
server/src/__tests__/tool-access-service.test.ts`

## Risks

- Medium: this changes the catalog contract used by shared, server, and
UI app connection surfaces.
- Catalog data quality matters because generated definitions now drive
browse/setup display.
- Follow-up runtime and wizard PRs must rebase on this branch or on
master after this lands.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

OpenAI GPT-5 Codex coding agent with repository tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-21 15:57:12 -05:00