Commit Graph
10 Commits
Author SHA1 Message Date
a3313f6944 fix(ui): complete read recovery and enforce query error rendering (#18822)
## Thinking Path

> - Paperclip lets people manage agent work through the board.
> - The board reads task, agent, settings, plugin, and run data from the
server.
> - A deploy can interrupt those reads after content is already visible.
> - Local error branches can replace that content with an error or show
raw codes.
> - This pull request moves the remaining reads to the shared recovery
behavior.
> - The query-error guard prevents new local error patterns from
returning.

## Linked Issues or Issue Description

**What happened?**
Loaded lists, settings, task panels, and manual reads could clear their
content or show errors during a server restart. Some reads also disabled
the shared retry policy.

**Expected behavior**
Keep loaded content during a temporary failure. Show the shared
connection banner. Retry reads after recovery. Replace content after a
real access denial or missing resource, with readable copy.

**Steps to reproduce**
Open a task, settings page, or run log. Return 503 with
`tenant_app_unavailable` from the API. Restore the API and check that
content refreshes. Repeat with 403 and 404 to check the failure state.

Related merged work: Refs #15754, Refs #15772, Refs #17960. This change
covers remaining reads and enforcement. Browser persistence and the
outage browser suite follow separately.

## What Changed

- Repair an existing PostgreSQL deadline fixture at UTC boundaries. A
daily cap defers a heartbeat until both its original interval and the
next UTC day allow it. Keep the counted run in its seeded day and cover
noon, just before midnight and the first second after midnight with
explicit clocks and real PostgreSQL. Production scheduling is unchanged.

- Integrate the saved list, settings, shell, task, and manual-read
recovery changes against current master. Preserve the current task,
Inbox, and run-log structure.
- Add `useResilientFetch` for component-local reads. Preserve loaded
data, cancel stale requests, and retry through the shared connectivity
policy. Keep browser and pairing capabilities in memory.
- Retain run log chunks across stream changes and catch up after
recovery without duplicate chunks or stalled requests.
- Keep genuine authorization and missing-resource failures visible.
Translate known single-word codes such as `forbidden`. Show known skills
and disconnected-app failures before sibling loading states. Keep Retry
bound to its failed request.
- Make the query-error guard enforce by default and run it in the CI
policy job. Document the narrow exceptions and the read recovery
contract.
- Invalidate pending OAuth discovery when the operator leaves setup or
its context changes. Keep reserved-popup cleanup bound to the current
attempt.

## Verification

- Current read head `09d1db29dea` is merge-ready: all 59 check runs are
completed (54 successful, three skipped, two neutral), the legacy Snyk
status is successful, and both required `ci / verify` and `ci / e2e`
gates pass. Greptile Apex reviewed this exact head at 5/5 with no
unresolved threads; the branch has no merge conflicts. The current CI
run is `41748339602`.
- Current read head `09d1db29dea` includes master `683fa4725e9`. The
latest change touches only the existing server deadline test fixture.
Application source remains the previously verified `86376fa751e`
revision: all 60 affected skills/disconnected-app tests and both
application UI typechecks passed, along with token gates and the
enforcing query-error guard. Those UI suites were not repeated for this
test-only repair.
- The fixture repair passes all seven deadline integration cases and the
complete server typecheck, including the server test layer. The old
assertion deterministically fails at 23:59:06.888 UTC; its
one-second-old run also fails the first-second-of-day probe. The
corrected fixture passes noon and both midnight probes. The permanent
three-case coverage uses seeded 2099 clocks.
- Twelve new regressions fail against the previous implementation. Both
skills variants and disconnected-app pages show either request's 403 or
429 while the sibling pauses or remains fetching. Permission failures
stay visible. Retry stays usable for its failed request and recovers
independently. An initial test-fixture query-key typo was corrected
before the passing run. The finding is replied to and resolved. Greptile
reviewed prior application revision `86376fa751e` at 5/5 with no new
actionable findings or unresolved threads. The current test-only head
has now received its own Apex 5/5 review with no unresolved threads, and
its CI is successful as recorded above.
- The preceding OAuth fix passed all 237 setup tests on both application
branches. Its ten regressions prove that Back, Cancel, unmount, or
context changes retire initial discovery without creating a connection,
caching old identities, navigating an abandoned popup, or closing a
newer attempt.
- Earlier master integration `e992f770339` passed all 309 tests across
eight affected Slack, recovery, retry, submission and task files, plus
UI typecheck, token gates, enforcing query-error scan and seven guard
tests. The integration preserves Slack workspace reconnect and shared
recovery, readable execution errors, source-inspection company scoping,
and current submission behavior. Newly inherited retained-file recovery
controls keep cached data through transient failures and hide it after
definitive denial.
- The preceding cache head `97c0bc3966f` passed 1,038 focused
cache/write/editor/account/task/API tests. All 22 built-UI
outage/write/loading cases passed in 4.7 minutes on exact browser head
`b7deaaee5da`, with strict checking of all three specs. The latest
skills/app rendering fix is covered by its affected component suites;
those broader cases were not repeated for this separate read path.
- Historical broader UI, CLI and build results and unresolved aggregate
server/DB/adapter failures remain in the PR discussion. Interrupted CI
runs were audited and recorded separately; they are not counted as
passes. Controlled local outages do not prove hosted authentication or a
real Cloud restart/deploy. Real hosted acceptance remains required after
merge and deployment.

Commands for the latest fix:

```sh
pnpm --filter @paperclipai/ui exec vitest run src/pages/CompanySkills.test.tsx src/pages/apps/AppNotConnected.test.tsx
pnpm --filter @paperclipai/ui typecheck
pnpm check:token-gates
node scripts/check-query-error-rendering.mjs --enforce --summary
```

## Risks

This migration touches many read surfaces. The main risks are initial
loading, request cancellation, retained authorization state, and run-log
paging. The tests cover those states. There are no server, schema,
dependency, or API contract changes. The follow-up browser suite and
hosted deploy acceptance are required before release acceptance.

Recovered commits retain their original authors. If squash-merging,
preserve `Co-Authored-By: Bender (Fable) <bender@agents.paperclip.ing>`
and the Paperclip trailer.

## Model Used

OpenAI `gpt-6.1-sol` through Codex, with xhigh reasoning effort, tool
use, and code execution. The context window size is not exposed. Saved
source commits keep their original authorship.

## 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 described the issue in-PR following the bug report template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] The affected local tests pass; broader limitations are recorded
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 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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Bender (Fable) <bender@agents.paperclip.ing>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-11-04 14:07:18 -08:00
DottaandPaperclip f8af817f8d fix(ui): make external agent pairing codes copyable (#16274)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - External agents connect through the shared MCP agent gateway.
> - Grok setup gives the operator a one-use code for the authorization
page.
> - The password field hides the code but does not provide a working
copy action.
> - The pending approval button names Dot before the agent preview
loads.
> - This pull request adds explicit code copying and a neutral approval
label.
> - The operator can review the fixed agent without sending credentials
to chat.

## Linked Issues or Issue Description

Refs: #16219, #15581, #15414.

**What happened?**

The Grok setup code is in a read-only password field. Ordinary browser
copying does not copy that field. The shared authorization page says
“Connect Dot with pairing code” before it knows the invited provider.
These defects blocked a watched Grok desktop setup before approval.

**Expected behavior**

An operator can copy the one-use code with a visible control. The code
stays hidden and outside the Bot prompt. The authorization page shows
the registered client and the fixed company, agent, permissions, and
authorizing person before approval.

**Steps to reproduce**

1. Choose New agent, Invite an external agent, and Grok Bot.
2. Save the Bot identity and open Connect access.
3. Try to copy the masked code into the Bot's browser authorization
page.
4. Inspect the pending approval action before a valid preview loads.

**Paperclip version or commit**

The fix starts from master commit
2c17d3ca52.

**Deployment mode**

Cloud. The same UI serves self-hosted instances.

## What Changed

- Add Copy code beside the masked Grok pairing field. Reuse CopyText and
the shared clipboard fallback, failure feedback, and retry.
- Associate the pairing label with its input for keyboard and
screen-reader access.
- Use Allow agent connection before and after the fixed-agent preview.
Keep approval disabled until that preview loads. Align Dot's generated
setup prompt and guide with that action.
- Add tests for copy failure and retry, a Grok invitation using the
Cursor client identity, and unchanged person and Dot connection paths.
- Add a waiting-for-authorization Storybook state and record the live
qualification blocker in the existing plan.

## Verification

- Focused Grok, Dot, and person-connection UI tests: 33 passed.
- Repository build: passed.
- Token gates: passed.
- Storybook catalog: passed; structure only.
- Watched Storybook preview: native browser input copied the full
synthetic code while the field stayed masked and Continue stayed
disabled. This is fixture evidence, not live OAuth or Runner
qualification.
- Repository typecheck and Storybook build: passed. UI typecheck and
production build passed again after the review fix.
- Current-head CI: 55 successes, two intentional skips, one neutral
result, no unfinished or failed gates. Greptile: 5/5, with the review
finding fixed and resolved. Head:
1b95218c91.
- The additional local aggregate test run is still running. No local
aggregate pass is claimed. The required full server, workspace, Runner,
browser, and release checks passed in CI for the current head.
- After deployment, resume the saved Grok setup, use Copy code, check
the fixed agent preview, and finish the real authenticated round trip.

## Risks

Copying temporarily places the one-use code on the clipboard. Its
existing expiry and one-use checks remain. The authorization endpoint,
grant scopes, fixed identity, and disabled-state checks do not change.
No persistent secret enters the prompt. Live provider and managed Runner
qualification remain incomplete.

## Model Used

OpenAI GPT-6 through Codex. Used tool calls, code execution, and browser
inspection. The exact serving model suffix and context limit 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>
2026-10-14 06:36:47 -05:00
DottaandPaperclip b8ffeb973a feat(runner): add experimental Grok Bot agent participation (#16219)
## Thinking Path

> - Paperclip manages AI agents that perform work for a company.
> - The shared Runner owns task admission, authority, receipts and
finalization.
> - An existing Grok Bot needs to receive assignments and return results
through that Runner.
> - The Bot also needs governed access when it starts work from its own
conversation.
> - This PR adds agent-purpose MCP access and routine webhook dispatch.
> - It reuses the external-agent Rust Runner and keeps Grok capabilities
explicit.
> - The provider stays experimental until the real-client managed
journeys pass.

## Linked Issues or Issue Description

**Agent or provider**
Grok Bot, distinct from the Grok Build coding runtime in #13882.

**Why this adapter is useful**
Users can assign work to an existing Bot, receive progress, questions,
documents and files in Paperclip, and let the Bot initiate work under
its agent permissions.

**How the agent is invoked**
A webhook-only routine delivers bounded references. Dedicated
named-agent OAuth and MCP provide inbound calls. Setup follows [Grok
routines](https://cursor.com/help/grok-bot/routines) and [custom
plugins](https://cursor.com/help/grok-bot/connect-plugins). The current
desktop app needs its Bot-generated Webhook URL navigation link when
routine-row clicks fail.

The GitHub search found related Grok Build runtime work, but no existing
Grok Bot agent provider. This extends the roadmap’s existing agent,
Runner, governance and artifact foundations.

## What Changed

- Add default-off Grok Bot participation through the shared real Rust
external backend, preserving native provider identity guarantees and
distinguishing session closure from remote termination.
- Bind agent OAuth to company, agent, client, gateway and authorizer;
recheck permissions and task-bound execution authority without
manufacturing a native identity.
- Persist routine configuration, dispatch intents, authenticated
acknowledgement and recovery holds. Store URL/key together in encrypted
secret storage, use guarded public egress, and never automatically
replay ambiguous HTTP delivery.
- Reuse native tools, durable waiting, completion assessment and review.
Add task-bound file grants through existing artifact storage; suppress
proactive echo dispatch and synchronous result wake loops.
- Enforce the current native deliverable work-mode policy at file-ticket
issuance and use. Add operator retries for confirmed rejected wakes,
with retained receipts, stable retry intent and current-authority
checks. Recovery locks bindings before routine rows. Thread Stop
resolves the selected run and its agent.
- Cancel queued and preparing Stop targets before assignment creation,
restore saved setup after a failed request and successful retry, and
publish the Grok provider descriptor schema. Advance the versioned
Copilot source declaration for the shared schema change; its
qualification remains pending.
- Filter task summaries with the shared privacy policy, preserve
feedback admission when wake delivery is blocked, reconcile settled
delivery receipts without restoring work authority, and bind every Stop
control to its displayed run. Recovery records distinguish dispatch
uncertainty from a revoked session.
- Add resumable guided setup, credential replacement, consent,
management, observed work status and stop/recovery controls, plus an
interactive Storybook journey using the production task thread, question
form and report card. Grok’s own apps remain available; Paperclip
workspace and third-party tools are deferred.

## Verification

- Five focused protocol, authorization, person MCP and Runner files: 192
tests pass. The Grok assigned-work case executes the actual Rust Runner,
saves a document, uploads/deduplicates a file and reaches ordinary
finalization.
- Proactive intake/deduplication and renewed-session recovery pass.
These use scripted clients and synthetic storage; they are not
real-provider acceptance.
- Repository typecheck, production build, token gates, map checks and
Storybook build/catalog checks pass. The local full-suite campaign was
stopped after macOS shared-memory exhaustion repeatedly prevented
embedded PostgreSQL startup. No local aggregate pass is claimed. The
first clean-worker CI run identified avatar fixture/configuration, flag
defaults, feature-card ordering and OpenAPI route-coverage gaps; all
four focused regressions pass after correction. Those regressions pass.
The latest clean-worker CI run also found a Copilot source-hash
declaration mismatch after the shared descriptor update; the corrected
declaration passes all 28 integrity tests. The next review corrections
pass 144 rendered UI tests, 21 OpenAPI tests and 82 Runner
contract/integrity/history tests. The latest database fixtures were
blocked at startup by host shared-memory exhaustion; clean-worker CI
must execute their new regressions. Full current-head CI now passes: 54
successful checks and four intentional skips. The database regression
uses the PostgreSQL driver result shape; file-policy, rejected-feedback
and lock-order cases pass on clean workers. Current-head Greptile is 5/5
with no unresolved findings.
- Rendered setup steps and outbound-only verification were walked
through in Storybook. Simulation cannot enable Done without an
authenticated-reply state.
- Actual client OAuth, continued access, reconnect and one routine wake
with an exact chat acknowledgement were observed separately. This
candidate’s live authenticated challenge, assigned/proactive workflows,
Linux managed artifact, restart and cleanup are not yet qualified. The
provider stays disabled by default.
- The separate Cloud ingress change forwards only exact task-bound
upload/download paths and preserves host identity and header stripping.
- Current Cloud policy reserves Test for pre-merge app/harness
experiments; Staging accepts only master-derived revisions. Real-client
qualification needs a supported, authorized deployment target and
remains outstanding.

## Risks

One append-only migration adds routine/dispatch state and extends shared
bindings and file tickets. The unshipped migrations were regenerated
after upstream consumed their original numbers. Rolling back code
retains the durable rows; revoke grants and inspect unknown remote
activity before resuming dispatch. Grok cannot confirm remote
termination, stream its complete transcript or report spending. Plugins
are account-wide and do not isolate credentials between Bots.
Real-client managed acceptance remains required before enabling the
experimental provider.

## Model Used

OpenAI Codex based on GPT-6, with reasoning, code execution and
browser/native UI tools. The exact deployment model ID and
context-window size are not exposed by this 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
- [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>
2026-10-13 20:57:42 -05:00
DottaandPaperclip 556daf9a99 feat(dot): run cloud assignments in managed sandboxes (#15691)
## Thinking Path

> - Paperclip manages agents and governs their work.
> - The Runner owns execution and task authority.
> - Dot executes at OpenAI and uses Paperclip through MCP.
> - Dot previously required a self-hosted controller.
> - Cloud must admit Dot work in a managed sandbox and keep protocol
traffic in the tenant.
> - This pull request adds managed Dot execution and dedicated pairing
routes.
> - The same Runner path can later host sandboxed workspace tools.

## Linked Issues or Issue Description

**Agent or provider**

OpenAI Dot, through the existing dedicated MCP adapter. Related changes:
#15402, #15414, and #15581.

**Why this adapter is useful**

Cloud users need to assign work to Dot and let Dot request work while
idle. Neither path should execute agent commands on the control-plane
host or require an idle sandbox.

**How the agent is invoked**

The tenant serves OAuth, signed mailbox events, and scoped tools. Normal
admission creates a managed sandbox for each assignment. A verified Rust
Runner owns that assignment and relays its tools and results.

## What Changed

- Enable the external-agent invitation in Cloud behind the standalone
Dot flag.
- Launch Dot through the existing managed process launcher and
authenticated PRP transport.
- Verify the artifact digest and Dot capability before dispatch. Read
provider checkpoints from the execution target for recovery.
- Reject local execution in Cloud and reject managed workspace access
for this release.
- Add dedicated public Dot pairing aliases. Preserve the personal
assistant consent paths.
- Keep Dot events in the tenant when a personal Cloud broker is
configured.
- Use the app-configured heartbeat for Dot-initiated work. Report
terminal admission failures and fence stranded offers before new
admission.
- Offer normal comments through the active assignment's mailbox. Keep
their wakes deferred until a successful history receipt contains the
exact IDs; preserve unread comments through finish, batching and
recovery without replaying consumed input.
- Require a sandbox process fingerprint before dispatch and allow a
bounded five-minute controller reconnect gap. Preserve remote process
birth without inspecting a colliding controller PID.
- Recognize authenticated remote shutdown receipts even without an OS
exit code.
- Document dedicated pairing aliases and teach route coverage to inspect
literal path arrays.
- Add opt-in private Daytona qualification and focused contract tests.

## Verification

- Workspace typecheck, production build, and UI token gates passed.
- Focused onboarding, OAuth, managed environment, artifact metadata, and
terminal-fence tests passed. One environment-test timeout passed on an
isolated repeat.
- A private Daytona fixture passed with the real Rust Runner, signed
readiness, assigned app tools, document writes, duplicate receipts,
authority fences, completion, and sandbox deletion.
- A real OpenAI Dot completed both an operator-assigned task and a
Dot-initiated task in managed Daytona sandboxes. Both leases were
released.
- A real accepted Dot assignment survived a controller gap longer than
one minute with the same sandbox process, Runner, session, and
assignment. Dot consumed the normal task-comment follow-up and completed
exactly once; the lease was released.
- A real cancellation fenced an accepted assignment, released its lease,
and received Dot's acknowledgement without claiming a global provider
stop.
- Final local checks: 74 Dot execution, OAuth onboarding and API
contract tests after integrating the current agent-lifecycle changes, 9
real Rust driver tests, 21 remote-runtime tests plus the 3
detached-process cleanup tests, and 17 lifecycle tests passed. The final
live Daytona fixture passed and deleted its sandbox.
- A final real Dot follow-up stayed pending until its exact comment
appeared in a successful history receipt. Dot completed the original
managed assignment once; its lease was released.
- The broad local suite crossed a rebase and was stopped; its failures
are not a qualification of this final source. Focused repeats passed.
The final head passed all CI gates: workspace types, build, general and
serialized test suites, Rust and Runner verification, all browser
shards, and the canary dry run. Greptile is 5/5 with both findings
resolved.

## Risks

- Deploy the tenant app with its current Linux Runner artifact and the
corresponding front-door protocol routes together.
- This branch has not been deployed to a Cloud tenant. A deployed tenant
still needs an OAuth and assignment smoke test.
- Dot provider usage and cost are unmetered. Revocation fences Paperclip
tools and does not prove a global OpenAI stop.
- Missing or changed recovery identity fails closed. No replacement Dot
thread is invented.
- No schema migration is added. Managed Dot workspace access remains
unavailable.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, 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 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>
2026-10-09 12:58:35 -05:00
DottaandPaperclip dd777f4b73 feat(dot): complete onboarding and expand governed Runner capabilities (#15414)
## Thinking Path

> - Paperclip manages AI agents, their work, and their permissions.
> - Paperclip Runner supplies the same admitted tool authority to each
provider.
> - The Dot provider in #15402 needs reliable onboarding and useful
agent capabilities.
> - An idle Dot could not start work, assign a human, read skills, or
produce a workspace artifact.
> - Pairing also relied on a second configuration save before ordinary
admission could work.
> - This pull request adds governed idle admission and shared Runner
tools, and completes pairing atomically.
> - Operators can test Dot with fresh data while keeping normal company,
approval, budget, and run ownership checks.

## Linked Issues or Issue Description

**Subsystem affected**

Paperclip Runner, dedicated Dot MCP access, OAuth onboarding,
experimental settings, and empty worktree startup. This PR builds on
merged provider PR #15402. It reuses the merged MCP gateway from #14846
and assistant connection work from #14933 and #15380.

**Problem or motivation**

An idle Dot could see assignments but could not act on a conversation
request until someone created a task first. Its Runner catalog could not
assign tasks to humans or read pinned skills and workspace files.
First-time OAuth discovery and pairing also needed browser fixes, and a
completed pairing did not persist its binding reference on the agent.

**Proposed solution**

Keep Dot within the existing Runner. Admit a visible agent-authored
intake task for idle requests. Add people, human assignment, cross-task,
skill, and optional sandbox workspace tools through shared authority.
Relay assigned app calls through the configured MCP gateway. Add lease
renewal and follow-up references. Save pairing and its configuration
revision atomically. Show prerequisites and provide a complete copy
prompt.

**Roadmap alignment**

This extends the experimental provider in #15402. It uses the existing
governed gateway, task model, skills, artifact path, and native Runner.
It adds no separate execution subsystem.

## What Changed

- Add a standalone OpenAI Dot agent choice with an independent
experimental opt-in. It works with the general Runner option off.
Require Assistant connections (MCP), authenticated sign-in, and public
HTTPS for pairing.
- Use Dot’s own option for company package import. Allow an unpaired Dot
configuration to save after external billing acknowledgement; task
admission still requires pairing. Prepare the shared dev binary for
Dot-only opt-in.
- Label saved Dot agents as OpenAI Dot. Use prerequisite-check copy in
setup and runtime configuration.
- Route Dot creation directly to pairing after explicit external billing
acknowledgement. Hide local CLI, model, and harness setup for Dot.
Preserve the shared Runner implementation and canonical API type. Other
Runner providers still require their general opt-in.
- Add an empty worktree option with fresh signing keys and no production
data copy.
- Fix public-client OAuth negotiation, discovery compatibility, and
optional separate browser authorization origin.
- Add one-use pairing consent preview, clear copied setup instructions,
and atomic binding persistence and cleanup.
- Add idle request admission with stable request IDs and normal
scheduling, permissions, budgets, and task ownership.
- Add identity and people discovery, human task assignment and
reassignment, and authorized cross-task comments and documents.
- Read assigned skill files from pinned manifests. Relay assigned app
calls through the merged gateway without exposing credentials.
- Add an off-by-default workspace bridge. Constrain paths and writes.
Run commands in a deny-by-default OS sandbox with no network or injected
credentials. Reserve mutations before effects and never blindly repeat
uncertain work.
- Add rolling lease renewal, task pagination, bounded operation limits,
and deduplicated follow-up references without comment bodies in
webhooks.
- Add an off-by-default attachment reading setting. Restrict reads to
files on the current assigned task. Verify size and hash, cache bounded
verified copies per run, paginate text or binary bytes, and recheck live
authority before returning.
- Keep file grants operator-owned. Reject agent self-grants across
configuration routes. Preserve attachment consent in create/import
forms. Close generic API file bypasses while retaining current-run
response snapshots and permitted uploads.
- Keep provider limits explicit. Do not inherit a Dot binding,
attachment permission, or workspace permission when hiring another
agent.
- Include the required Markdown format in cross-task document writes and
validate the API title limit. Verify real creation and revision
persistence.
- Restrict command execution to Linux bubblewrap with descendant
containment. macOS retains workspace file tools and artifact publishing,
while refusing command calls. Explain the platform limit in setup.
- Exclude Paperclip instance state from workspace files, uploads,
artifact publication, and sandbox commands. Protect nested directories
and case variants. Fail closed when the directory protection scan
exceeds 4,096 directories.
- Add static UI compression for slow public tunnels. Document setup, the
complete tool inventory, and qualification limits.

## Verification

- Merge preparation on `00ca2c75b` integrates merged base #15402 and
master `fc6304dfe`. The ancestry commit preserves the reviewed follow-up
source tree. The subsequent security fix excludes instance state from
file tools, uploads, artifact publication, and sandbox commands. It
preserves private task authorization and task monitors. It regenerates
the combined tool catalog, seeded catalog digest, and protocol manifest.
Workspace typecheck, full build, and UI token gates pass. All sixteen
real Dot broker cases and 93 company import cases pass after the review
fixes and creator-attribution test correction. The exported
human-assignment catalog and Unicode page boundaries are also fixed. All
ten catalog tests and nine workspace/skill bridge tests pass. All 35
workspace bridge and authority tests passed after the instance-state
fix, including real macOS commands in that intermediate version. The
subsequent document and descendant-containment fixes pass 44 focused
tests across bridge, authority, and setup UI, with six Linux command
cases skipped on macOS. Real cross-task documents pass the route
validator and persist two revisions. macOS refuses command execution and
does not advertise the tool. Full workspace typecheck and build, changed
server/UI typechecks, and token gates pass again on the final commit.
Greptile rates final head 00ca2c75b 5/5 and its completed check
concludes success; all review threads are resolved. All 58 current-head
checks are complete: 54 passed and 4 intentionally skipped. This
includes full tests, typecheck, build, Runner, browser E2E, release
verification, and Canary Dry Run. The older full local root attempt
finished with 16,602 passes, 93 skips, and ten failures across two
suites: it began before source edits and retained earlier imported
implementations while loading later tests. Both suites pass a clean
final-head rerun (25 passed, six Linux-only command cases skipped on
macOS). This mixed-source full attempt is not a final-head full-suite
pass; use the fresh CI evidence below.
- Full workspace typecheck and build pass for the standalone Dot change
on head `392d54f80`. UI token gates are clean. The full workspace
typecheck passed before the final importer UI edit; the changed UI
typecheck, build, and token gates pass again on the final commit. The
server build passes for its unchanged final source.
- Standalone selection, creation, settings, harness visibility,
inventory, and runtime admission checks pass. OAuth onboarding and the
real Rust/PostgreSQL broker suite pass 27 cases with the general Runner
option disabled. Dot and MCP revocation still block pairing; other
Runner providers remain disabled. Create, hire, conversion, and
inherited-hire route regressions pass 68 cases. The runtime selection
suite passes 20 cases. The setup UI suite passes 50 cases. Company
import and dev binary checks pass 97 cases. Import UI checks pass 29
cases, including Dot-only selection, preservation of imported Dot
agents, generic Runner fallback, canonical configuration serialization,
and required billing acknowledgement. A read of the synthetic instance
reports the native binary required with Dot enabled, the general rollout
disabled, and no persisted native work.
- The latest attachment, operator-consent, generic API file-guard, and
bridge checks pass 80 tests. Cache and native lifecycle checks pass 550
tests; create/import builders pass 45 tests; attachment setup UI checks
pass 16 tests. The real Rust/PostgreSQL Dot broker suite passes 15
cases.
- Earlier authority, human assignment, pinned skill, confinement,
cancellation, inheritance, onboarding, replay, OpenAPI, and gateway
regressions pass their focused rechecks. Workspace writes reject
concurrent stale hashes.
- In the live empty test-drive, turn the general Runner option off and
leave Dot and MCP on. Add agent shows a separate OpenAI Dot choice.
Create rejects missing billing acknowledgement, saves the canonical Dot
configuration, and opens pairing. The existing paired Dot remains ready
and passes its prerequisite checks. No new plugin pairing was needed for
this UI change. The final browser import preview keeps a Dot source
agent as OpenAI Dot, falls back a generic Runner agent while its switch
is off, and offers Dot independently.
- Real Dot completed OAuth, signed MCP Events readiness, and an
event-only assigned document task in an empty synthetic instance.
Pairing saved its binding without a second configuration save.
- Real Dot verified human assignment, cross-task comments and documents,
pinned skill reading, sandbox commands, lease renewal, follow-up input,
and a downloaded artifact whose bytes and hash matched its receipt. An
idle conversation request created an intake, created a task for its
human owner, continued after a definite missing-file read error, and
finalized Done with exit code 0.
- After operator approval, real Dot read a synthetic assigned-task
attachment and wrote its file-only random proof into an agent-authored
document. Its first test required accepting review because the existing
document tool removed the final newline.
- On head `2626c8f9b`, real Dot read a 13,849-byte synthetic attachment
in two pages, used `expectedSha256` on page two, saved exactly its final
random marker, verified readback, and finalized Done with exit code 0. A
direct inbox check was required for this attachment qualification; it
does not claim event-only delivery.
- Previous head `392d54f80` passes all 55 checks (53 passed, two
intentionally skipped), including the full test, typecheck, build,
native Runner, browser, and release verification gates. Greptile rates
this head 5/5; all review threads are resolved.
- Head `2626c8f9b` passed all 56 checks: 54 passed and two intentionally
skipped. This includes full typecheck, build, native Runner, server
tests, serialized suites, browser E2E, and Canary Dry Run. The unchanged
Cursor managed-runtime test exceeded its five-second deadline on the
first attempt; its focused local suite passed all eight cases, and the
single CI rerun plus dependent verify gate passed.
- A prior full local serial test attempt reported 19 failures (16,141
passed, 88 skipped) and stopped before later wrapper groups. It began
before the final source edits. Every failed suite has a passing fresh
recheck; the macOS snapshot stress case passes alone in 227 seconds. The
previous head `000fb9261` passed all 56 CI checks. PRs leave
`pnpm-lock.yaml` unchanged; CI and the refresh bot own dependency
resolution.

## Risks

- Dot remains off by default. Its own opt-in does not enable other
Runner providers. It still requires the MCP option; disabling Dot blocks
new work while keeping existing recovery and saved bindings.
- Dot requires a stable public HTTPS origin. Its base provider in #15402
is merged. Temporary tunnels are useful for testing but are not
permanent deployments.
- Idle intake creates a visible agent-authored task. It does not
fabricate a human message or bypass ordinary admission.
- Workspace commands require Linux bubblewrap with a private PID
namespace; deployment qualification is still needed. macOS file tools
and artifact publishing remain available, but commands are disabled
because sandbox-exec does not contain detached descendants. There is no
unrestricted fallback. Command protection fails closed above 4,096
workspace directories. The historical macOS command walkthrough does not
qualify the current Linux implementation.
- Provider model choice, token usage, cost, native thread control, and
global external stopping remain unavailable. Known Paperclip budget
gates still apply.
- The workspace bridge and attachment reader are separate opt-in
settings. Reading assigned task files sends their contents to OpenAI.
Revocation prevents future reads but cannot withdraw bytes already sent.
Files are read on request; automatic inbound attachment staging remains
disabled.
- An existing event registration can retain earlier instructions that
prohibit extra tasks. Dot asked for permission before a second intake
after the final event-only bootstrap; that extra no-nudge continuation
is not live-qualified under that earlier registration. The later
attachment qualification submitted normally through the composer. The
revised onboarding prompt describes the new idle entry point, and its
protocol polling path is tested.
- OpenAI event delivery can be delayed; a webhook acknowledgement is not
proof that Dot has begun work.
- A running Dot can retain an old plugin catalog after tool refresh.
Refresh and actual tool exposure must be checked before using new
top-level actions.
- Hosted and remote controller modes are not qualified.

## Model Used

OpenAI Codex, based on GPT-6. The exact deployment ID and context window
size are not exposed in this session. Capabilities used: reasoning,
repository editing, code execution, test inspection, and browser
control.

## 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
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 (focused suites and all
fresh failure rechecks pass; the earlier full attempt is disclosed
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
- [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>
2026-10-07 19:44:17 -05:00
DottaandPaperclip fc6304dfe5 feat(runner): add experimental OpenAI Dot provider over MCP Events (#15402)
## Thinking Path

> - Paperclip manages AI agents, tasks, permissions, and execution
budgets.
> - Paperclip Runner gives each provider the same admitted task and tool
authority.
> - OpenAI Dot runs outside the local process tree and needs
asynchronous work delivery.
> - The merged MCP gateway supplies OAuth consent and signed event
delivery.
> - A personal assistant grant cannot safely stand in for an assigned
agent.
> - This pull request adds a separate Dot agent connection and a durable
Rust Runner bridge.
> - The operator can assign work to Dot and inspect its accepted work,
tool receipts, and result.

## Linked Issues or Issue Description

**Agent or provider**

OpenAI Dot, as an experimental provider of the existing Paperclip Runner
adapter.

**Why this adapter is useful**

An operator can assign normal Paperclip tasks to an existing Dot. Dot
can read its mailbox, request work on an assigned task, use admitted
task tools, and submit a result. Paperclip keeps company scope,
checkout, approvals, known budget limits, and activity attribution.

**How the agent is invoked**

A dedicated `/mcp/runner` OAuth resource pairs one Dot grant with one
agent. A signed MCP mailbox event wakes Dot. Dot explicitly accepts the
assignment. The Rust Runner owns the durable turn and operation
receipts. The first release supports self-hosted instances with a local
Runner controller.

**Additional context**

This extends the merged public MCP gateway from #14846 and the assistant
invitation and device-consent work from #14933. This also integrates the
merged assistant tool and configuration expansion in #15380. Dot retains
its dedicated agent resource and cannot receive personal configuration
permission. The public assistant connection remains a personal
connection.

## What Changed

- Add a durable Rust Dot provider and its TypeScript Runner driver.
- Add closed PRP v3 external-provider operations and native execution
input v6.
- Add company-scoped pairing, mailbox, assignment, and operation
records.
- Reuse merged browser/device consent, client metadata verification,
webhook admissions, refresh, secret rotation, and warm-standby gates.
- Keep Dot scopes, issuer, grants, event workers, and tool access
separate from personal assistant access.
- Add Dot configuration, pairing, readiness, and consent UI. Keep agent
grants out of the personal Connections entry.
- Regenerate the Dot-only migration after master. Preserve published
gateway migrations. Make the new migration safe to reapply.
- Document setup, recovery, accounting limits, evidence, and remaining
account qualification.
- Reverify reconnect callbacks and wake outstanding work with a fresh
mailbox reference; preserve the existing assignment and operation
receipts.
- Clean up Dot bindings and waiting runs on OAuth revoke and
refresh-token replay. Old grants cannot revoke replacement bindings.
- Restore the pairing reference when an unsaved agent form is reopened;
document board-only pairing routes in OpenAPI.
- Accept a clean Rust exit after the acknowledged shutdown receipt.
Unexpected exits still require recovery.
- Clear the cached binding after a successful revoke so a failed
connection refresh cannot restore it.
- Add production-component Storybook states and screenshots for pairing
and connection review. All preview account data is synthetic.
- Persist normalized completion, serialize Dot turns and durable work
admission, and poll subscription readiness.
- Serialize mailbox writes and cursor reads; retain paused fence
acknowledgement without task authority.
- Authorize admitted review runs without changing the worker assignee.
Include the fenced assignment ID in production stop notices.

## Verification

- This PR integrates master `4a8178e9c`. Dot migration
`0317_messy_famine.sql` follows the published history and is safe to
reapply. The merge preserves the reserved migration connection,
batch-commit handling, private task checks, task monitors, and native
accounting.
- Local workspace typecheck, full build, and UI token gates pass. The
server typecheck passes after the review fixes. Database and native
executor regressions pass.
- All twelve real Rust/PostgreSQL Dot integration tests and twelve Dot
driver tests pass. The tests cover native document writing and
finalization, durable replay, queue admission, mailbox ordering,
admitted reviews, stale authority, production stop references, and
paused acknowledgements.
- Current head `d0e7e0626` passes all 57 checks: 53 pass and four are
intentionally skipped. This includes full typecheck, build, tests, Rust
Runner verification, browser E2E, release verification, and Canary Dry
Run. Greptile rates this exact head 5/5. All review threads are
resolved.
- The full local root test run is slower than the sharded CI run and has
not completed. The full CI test gates pass on the current commit.
Focused local regressions pass.
- Real-account pairing and event delivery on this base commit remain
unqualified. Live account and setup proof are recorded in the follow-up
#15414.

The following screenshots use synthetic preview data. They show the
production pairing component and do not qualify a real account or the
full agent setup journey.

![Synthetic pairing
preview](https://github.com/paperclipai/paperclip/blob/codex/dot-events-prototype/doc/screenshots/openai-dot-runner/pairing.jpg?raw=true)

![Synthetic connected
preview](https://github.com/paperclipai/paperclip/blob/codex/dot-events-prototype/doc/screenshots/openai-dot-runner/connected.jpg?raw=true)

## Risks

- This base adapter uses `PAPERCLIP_ENABLE_OPENAI_DOT=1` plus Public MCP
and Paperclip Runner. The separate experimental-settings follow-up in
#15414 replaces this environment flag with saved operator settings.
- Dot does not expose provider token usage or cost. The operator must
acknowledge external billing. Known Paperclip budget gates still apply.
- Cancellation fences Paperclip authority. It does not confirm that Dot
stopped all external activity.
- Assigned skill files and third-party MCP bindings are unsupported and
reject admission. There is no mounted workspace, model selector, or
provider thread identifier.
- Hosted agent-broker and remote controller deployments are not
qualified.
- The new migration follows the merged master history. Existing
prototype databases still need the normal master migration history
before this Dot-only migration.

## Model Used

OpenAI Codex, based on GPT-6. The exact deployment ID and context window
size are not exposed in this session. Capabilities used: reasoning,
repository editing, code execution, and test inspection.

## 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 #123` 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 references)
- [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>
2026-10-07 19:11:50 -05:00
DottaandPaperclip 99a9de9940 fix(mcp): personalize assistant connections and hide revoked grants (#15411)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Assistant connections let people use their organization from another
assistant.
> - Setup begins with an invitation and returns to a list of connected
assistants.
> - Client-only labels obscure the authorizing person, while revoked
rows clutter that list.
> - This pull request shows the person’s avatar, names connections by
owner and client, and hides revoked rows.
> - It also shortens the copied invitation while keeping the approval
instructions.

## Linked Issues or Issue Description

Related: #14933 and #15380.

**What existing behavior does this improve?**

Invitation copy and assistant connection management, in the
organization’s Connections screen and the account-wide management page.

**Subsystem affected**

Cross-cutting: shared MCP connection types, server profile projection,
UI and Storybook.

**Current behavior**

Connections are labeled only with a client name such as “Codex.” Revoked
connections remain visible. The invitation includes an extra sentence
about agent identity.

**Proposed behavior**

Show the authorizing person’s avatar and use names such as “Dotta’s
Codex connection.” Hide revoked rows after successful revocation and
when loading retained revoked grants. Failed revocation leaves the
connection visible. Remove the extra identity sentence from invitation
copy.

**Reason and benefit**

Make connection identity clear and keep the list focused on usable
connections.

**Breaking changes**

The connection response adds optional `user` metadata with name and
image. Older servers remain usable. Names and revoked-row visibility
change in the UI; OAuth client identity, authorization and audit
retention remain unchanged.

## What Changed

- Shorten the shared invitation text.
- Project the authorizing person’s name and avatar through the
user-scoped connection endpoint, without returning email or credentials.
- Reuse the existing Identity component and owner naming conventions
across the connection page, catalog card and account-wide list.
- Hide revoked grants and remove a successfully revoked row from the
shared cache, even if the subsequent refresh fails.
- Update documentation, regression tests and production-page Storybook
fixtures and revocation journeys.

## Verification

- `pnpm -r typecheck`, `pnpm build`, `pnpm build-storybook` and `pnpm
check:token-gates` pass. Final UI type checks also pass.
- Focused consent and connection UI tests: 31 pass, including company
filtering, legacy metadata, custom client names, user-initial fallbacks,
failed revocation, retained revoked rows and refresh failure after
successful revocation.
- Existing MCP regression suite: 6 pass; 71 database checks are skipped
locally because embedded PostgreSQL cannot start on this machine. The
added database check verifies user-profile isolation and retained
revocation history; CI runs these checks.
- Browser verification with Storybook fixtures: owner avatar and name
render; revocation removes the selected row in both production pages,
leaves other connections visible, and restores the empty state after the
last revocation.
- All 54 current-head CI checks pass, with two optional Storybook jobs
skipped. CI includes database, browser, runner, typecheck, build and
clean-install canary coverage.
- Greptile reviewed commit `1368d79e1066b418712224378d89d64c2b11cb86`:
5/5, no actionable findings or unresolved threads.
- The full local `pnpm test:run` was stopped after complete CI passed.
Local database coverage remains unavailable because embedded PostgreSQL
cannot start; no full local-suite pass is claimed.

## Risks

Low risk. The additive profile field is optional for compatibility.
Revoked grants are filtered only from management UI and retained for
audit. Revocation failure does not hide an active connection. No
authorization scopes, token handling or schema changes.

## Model Used

OpenAI GPT-6 through Codex, with code editing, command execution and
browser verification. The exact deployment 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
- [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 22:09:41 -05:00
DottaandPaperclip 2d0c138122 Expand direct assistant MCP tools for work and configuration (#15380)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People also use assistants in Codex, Claude, and other MCP clients.
> - The existing assistant connection can read work and create tasks or
comments.
> - It cannot edit tasks, exchange files, or manage normal agent and
project settings.
> - These operations must retain the person's permissions and
Paperclip's execution rules.
> - This pull request adds an explicit operation registry and separately
consented configuration access.
> - Assistants can manage work without receiving credentials or runner
authority.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: assistant MCP, domain routes, consent UI, storage, and
Product E2E.

**Problem or motivation**

A connected assistant cannot update tasks, maintain documents, attach
files, or configure existing agents, projects, and skills. Users must
leave the assistant for these routine actions.

**Proposed solution**

Add named tools and a restricted API registry to direct connections.
Require separate configuration consent. Reuse domain routes and retry
receipts. File uploads save the attachment when the byte transfer
succeeds.

**Alternatives considered**

Arbitrary REST forwarding would expose administration and credential
operations. Runner impersonation would bypass execution ownership.
Separate upload completion calls add unnecessary client state.

**Roadmap alignment**

Checked ROADMAP.md and related MCP pull requests. This extends the
human-authorized connection from #14933. It does not replace the runner
or introduce agent impersonation.

Companion Cloud routing and directory isolation:
https://github.com/paperclipai/paperclip-cloud/pull/678.

## What Changed

- Add task editing, finish/block, documents/revisions, deliverables,
agent settings/instructions, projects/repositories, and skills/files.
- Add an allowlisted API search/call registry with identical field
restrictions, scopes, and retry identities.
- Add unchecked configuration consent. Existing write grants retain
their current authority.
- Add hashed, expiring file transfer tickets and atomic upload receipts.
No completion call is required.
- Preserve company boundaries, human attribution, active native
execution ownership, and execution review gates.
- Add protocol/domain tests, consent stories, and eight paid Product E2E
workflows.
- Repair two CI fixture races: await cold route setup before assertions,
and wait for asynchronously loaded connection copy. Both fixture suites
pass (24 + 48 tests).

## Verification

- Consent revision: one write-access checkbox controls requested work
and configuration permissions in browser and device flows. All 16
consent tests, UI typecheck/build and token gates pass. Updated
interactive stories cover default approval, opt-out and viewer
restrictions. The paid browser helper uses the new exact label. Real
GPT-5.4 Mini Product E2E passes 2/2 at
`64f96373118eb190f8cba1c2ab17cb979555f3ad` (configuration + permission
denial), campaign `local-2026-10-07T00-51-14-337Z`, no automatic
retries, cleanup passed; $0.04149375 estimated assistant cost plus
unpriced worker usage. Raw results, usage and source fingerprints are
retained in the worktree. UI and Product E2E typechecks pass.

- Prior head `2f246d4b74f1f98c75ebcb37ae6753a748237fac`: all 52 checks
pass; two optional Storybook checks skip. Greptile 5/5 on that head, no
unresolved review threads. Final consent head
`64f96373118eb190f8cba1c2ab17cb979555f3ad` also has all checks passing
and Greptile 5/5 with no unresolved threads. The unchanged Cursor
sandbox test had one 10-second timeout, passed in local isolation, and
passed its single CI rerun; the failed attempt remains in [the CI
run](https://github.com/paperclipai/paperclip/actions/runs/37554106934).
The existing chat retry-denial browser test had one visibility failure;
its single rerun passes, and the failed attempt remains in [the CI
run](https://github.com/paperclipai/paperclip/actions/runs/37542735691).

- Full workspace `pnpm -r typecheck` and `pnpm build` pass at final
runtime source `b2196fae1`. UI token gates pass.
- 139 MCP/OAuth/transfer/privacy tests and 76 grader calibration tests
pass, including one-connection PostgreSQL OAuth and concurrent upload
retries.
- Paid Product E2E: all eight expanded cases qualified across Mini,
Haiku and Sonnet. A merged-source repeat passed 23/24; one Haiku cell
timed out before application startup. Final affected-case qualification
passes 9/9 on all three models with grader v16, including the failed
cell. Automatic retries disabled; failures, costs, source hashes and
independent durable-state/file assertions are retained in [the
verification
record](doc/plans/2026-10-06-expanded-assistant-mcp-verification.md).
- Actual Codex CLI, Claude Code and OpenCode clients completed local
reads/mutations. Codex wrote a report, Claude updated it in a later
conversation, and OpenCode uploaded/downloaded a file with matching
SHA-256 and registered the attachment. Revoking the CLI grant rejects
subsequent bridge initialization.
- Butter staging is verified on final runtime `b2196fae1`
([deployment](https://github.com/paperclipai/paperclip-cloud/actions/runs/37538432138)).
A fresh OpenCode workspace fetched the copied invitation, configured
remote MCP, started OAuth and reached real consent with configuration
unchecked. Invalid transfer tickets return 403 through Cloud. Human
approval for the new persistent staging grant is pending; hosted
task/file success is not yet claimed. The final transaction fix is
deployed.
- Full local `pnpm test:run` passed 15,614 general-server tests but
stopped on two macOS timeouts. The heartbeat test passed in isolation;
the existing 40,000-file Git stress fixture timed out again. Its Linux
CI lane passes. Later local full-suite phases did not run after the
timeout; this is not an all-green local full-suite claim.
- Instructions and security limits are in `doc/public-mcp.md`; the saved
plan is `doc/plans/2026-10-06-expanded-assistant-mcp-tools.md`.

## Risks

- This expands the experimental direct MCP surface. Explicit schemas and
domain permissions must stay synchronized.
- Migration 0311 adds transfer tickets and upload receipts. Expired
orphan cleanup must not remove committed attachments.
- Configuration requires a new consent request containing that scope;
the single write-access choice controls it alongside work mutations.
Refreshing an old grant does not add it.
- The public directory keeps its original ten tools through the
companion Cloud change.
- Hosted consent/work proof remains the final delivery gate. The PR
stays draft while approval of the new staging grant is pending; code
checks and review are green. Merging is a separate action.

## Model Used

OpenAI Codex (GPT-6, tool use and code execution). The exact serving
model ID and context window are not exposed in this session. Paid
evaluation models: gpt-5.4-mini, claude-haiku-4-5-20251001;
claude-sonnet-4-6.

## 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
macOS limitation disclosed 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
- [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 20:29:58 -05:00
DottaandPaperclip 22a3ea3414 Invite assistants from Connections with scoped browser and device consent (#14933)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Public MCP lets people use their organization from an external
assistant.
> - Operators need a visible control for this experimental access.
> - Hosted users should select an organization once and then approve its
permissions.
> - This pull request adds the setting, invitation-first setup, and
browser or device consent.
> - Connections provides a copyable invitation with public instructions
that grant no access.
> - Users reach browser consent from their assistant and return to
inspect or revoke access.

## Linked Issues or Issue Description

Builds on merged foundation #14846. This PR now targets master. Related
settings convention: #13905.

**Current behavior**

The preview uses an environment variable to enable MCP. Hosted consent
repeats organization selection. Assistant access has no entry in
Connections, so users must already know the endpoint and how to reach
consent.

**Proposed behavior**

An administrator enables Settings → Experimental → Assistant connections
(MCP). A hosted connection shows the selected organization and its icon,
then asks for permissions. Requested write access starts checked when
the user’s role permits it; the user can opt out before connecting.
Direct instance connections show an organization picker with the first
available organization selected. The selection stays fixed across
refetches and still requires an explicit Connect action. Connections
includes Assistant Connection (MCP). Its setup page explains the
canonical endpoint, client configuration, browser authentication, and
connected access. It connects as the current person and does not select
or impersonate an agent.

**Reason and benefit**

Operators manage access with the other experiments. Users select one
organization, and both the UI and server enforce that choice.

**Breaking changes**

The old enable variable has no effect. Preview operators must enable the
setting once. Apply the additive consent-request migration before
deploying the tenant, then deploy the compatible Cloud broker. Existing
direct requests and grants keep their behavior.

## What Changed

- Simplify OAuth and device consent: show the Paperclip logo beside
“Connect {client} to Paperclip”, fall back to “your assistant”, and show
the identifying origin plus its favicon below, with the callback URL
also visible when different. Remove the hosted-organization creation
action. Default to the first available organization without silently
changing it on refetch; preserve company restrictions and write
opt-outs. Keep the button row contained on narrow screens.
- Make Copy invitation the primary action, using the shared animated
AgentSetupPrompt and a collapsed manual setup section with icon-labeled
line tabs. Remove redundant link actions, copy-status text, the extra
first-prompt well and revocation explanation from the setup page. Serve
shared version-aware HTML and Markdown instructions without private
organization data.
- Support guarded Client ID Metadata Documents alongside dynamic
registration, and include authorization response issuer identification.
- Add RFC 8628 device authorization with separately hashed codes,
expiry, shared request quotas, persistent polling backoff and atomic
redemption. Reuse human consent, role checks, scoped grants, audit and
revocation.
- Add CLI device login and a local stdio bridge. Store credentials
separately with private permissions and serialize rotating refreshes.
- Add device consent stories and five cold-start paid Product E2E cases
with independent grant, configuration and durable-work assertions.

- Add `enablePublicMcp` to the settings validator, normalizer, feature
catalog, and toggle UI. Check it live for OAuth, tools, subscriptions,
and event delivery. Keep connection management and revocation available
while disabled.
- Default the MCP origin to the existing auth public URL, with strict
validation and an explicit override.
- Persist the optional OAuth `company_id` restriction. Describe only
that company and reject approval for any other company, even if the
person belongs to both. Keep active-membership and role checks.
- Show the Paperclip icon and a large organization icon during consent.
Return the saved company logo through the company-scoped request
response and reuse the standard fallback icon. Use the requested concise
permission labels: “Read all of your Paperclip data” and “Allow write
access and creating tasks as me”. Use concise permission copy, retain a
compact client and callback-origin disclosure, and remove the footer
link.
- Default requested write access on for eligible roles. Preserve opt-out
across organization changes and refetch, reset defaults for a new
request, and submit read-only access when the request or role does not
allow writes. Align the shared checkbox with its label.
- Use organization wording in consent, management, settings, and
walkthroughs. Keep the organization fixed for hosted requests and retain
direct-instance choice.
- Add an Assistant Connection (MCP) card to the Connectors catalog, a
setup page in the app shell, and a return link from Experimental
settings. Include Codex, Claude Code, OpenCode, and generic remote MCP
instructions.
- Read the live gate and canonical server URL through authenticated
setup metadata. Show only the current person’s grants for the selected
organization, refresh after consent, and support revocation. Surface
catalog status failures with an explicit retry action; do not present
them as an empty connection list. Opening setup grants no authority.
- Start the eight guided chapters in Connections. Keep presenter notes
and chapter controls around real product pages in the app shell. Explain
the terminal, consent, delegation, retrieval, and revocation handoffs.
Mark conversation examples as illustrative. Cover first use, client
setup, connected, loading, and error states. Keep the existing consent
and management stories.
- Keep the paid-eval setup and browser helper aligned with the setting
and consent button.

## Verification

- Warm-standby integration fix `ec64ea05e`: public MCP ingress now
follows the Cloud claim guard; MCP and discovery paths return 503
instead of SPA HTML while unclaimed. Event polling checks the in-memory
claim before reading the persisted experimental setting. All 97 focused
OAuth/Cloud tests and server typecheck pass, including new request and
timer regressions for idle-before-claim and resume-after-claim behavior.
Fresh review is 5/5 with no unresolved threads, and all security scans
pass on this final head. All browser shards, typecheck, build, canary
installation and other test groups passed on the first attempt. The
unchanged Cursor sandbox default-command test timed out at 10 seconds;
the exact test passed locally without edits in 587 ms. The single
failed-job retry passed, with the original failure retained in workflow
37500711895. All 54 final-head checks pass on
`ec64ea05e9a03e2179d4e2f84c2de03761f7ce26` (two optional Storybook jobs
are intentionally skipped).

- Final master integration `8457828fc`: merged foundation #14846 and
current master, preserving the invitation changes and all 33 files from
the two newer upstream changes. No migration renumbering was required.
All 95 focused OAuth/Cloud integration tests, full recursive typecheck
and token gates pass. All CI gates passed on that integration head;
review identified the warm-standby issue fixed above.

- Security-review fix `8c1d0b696`: commit shared global/per-source
admission before outbound CIMD work, preserve failed-attempt receipts,
and validate resource/scope before fetching. Added migration
`0305_chubby_vin_gonzales.sql` and six concurrent/adversarial regression
cases. All 69 OAuth/metadata tests, 26 migration checks, full recursive
typecheck and production build pass. The security scanner passed that
commit. Follow-up `87f9658e7` limits only actual cache-miss fetches; 18
authorization requests sharing one proxy across two service instances
use just two fetches. All 70 OAuth/metadata tests and server typecheck
pass after that refinement. Final follow-up `8ebeae84c` reports
admission-storage failures as retryable HTTP 503 instead of invalid
client metadata. Its regression proves no outbound request before
admission and successful retry after storage recovers. All 71
OAuth/metadata tests and server typecheck pass. Final-head security
scanning passes; Greptile is 5/5 with no unresolved findings. CI passed
all browser shards, typecheck, build, token gates and canary
installation. One unchanged adapter-utils bridge test raced a
response-file write (expected a JSON error, received the safe
file-changed error). The exact test passed locally without edits. The
single failed-job retry passed; the original failure is retained in
workflow 37490609192. All 54 checks now pass on final head
`8ebeae84ca77c0cf7ac12c2006f0f8743fe50e0b`, with security scan and fresh
Greptile 5/5 and no unresolved threads. Foundation #14846 subsequently
merged as `e34abee670069cca84afb2efb86041bce7dccbec`; the final
integration above now targets master.

- Integration with current master: preserved the new Connections source
filters and pagination, kept all eval suites, and regenerated the
consent/device snapshots as migrations 0303/0304. All four MCP migration
SQL hashes are unchanged from the staging versions. Full recursive
typecheck and production build, 132 focused UI tests (including catalog
filtering), 89 server authorization/settings tests, 26 migration tests,
120 eval calibration tests and token gates pass. Review follow-up
`4820ce74c` also keeps active assistant grants in Installed, with
pending/error recovery and revocation/company-isolation coverage. All 76
setup/catalog tests, UI typecheck and token gates pass after that fix.
The unchanged signoff browser test timed out waiting for a heartbeat in
CI at `4820ce74c`; the exact test passed locally without code changes,
and the preceding CI head passed that shard. That same unchanged test
failed at the reviewer stage in the next CI run. All five signoff tests
passed three times locally (15/15), without test changes. All eight
browser shards pass at final head `8ebeae84c`; no browser-test edits or
failed-browser-job retries were needed.

- Setup-page refinement at `9ab009178`: all 17 focused setup/consent
tests pass, along with UI typecheck, production build, Storybook build
and token gates. Browser exercised the shared prompt preview and client
tab switching, and the updated InvitationCopied Storybook interaction
checks its clipboard fixture. All final-head CI checks pass at
`9ab009178`, with no unresolved review findings. Deployed successfully
to Butter in
https://github.com/paperclipai/paperclip-cloud/actions/runs/37475189524.
Verified the actual page, tab switching and line styling, removed
actions/copy, and successful native copy/paste of the complete Butter
invitation into a local-only test field. The existing Claude grant was
left intact.
- Consent follow-up at `dc8e9fd11`: all 10 consent tests and token gates
pass. UI typecheck and production build passed again at `4e4d5e4d9`;
Storybook build and eval-helper typecheck passed for `28101cf91`.
Follow-ups let the primary button wrap on narrow screens, preserve a
distinct callback URL, and use only bundled icons to avoid pre-consent
requests to client-selected sites. Browser-verified the real consent
component in desktop and 320px mobile stories, including default
selection, write access and preserved opt-out. Updated E2E
heading/default-selection helpers. All CI checks passed at `dc8e9fd11`,
with review 5/5 and no unresolved threads. The Butter preview
publication needed a retry because npm initially accepted the DB package
before making it visible; the retry succeeded and `dc8e9fd11` deployed.
Verified a fresh, unapproved native Codex CIMD request on Butter:
default organization/write selection, known-client heading and icon,
distinct callback origin, and removed creation action. No grant was
approved for this UI check. Prior paid runs below retain their exact
source provenance; this UI-only follow-up did not rerun paid
qualification.
- Source-pinned paid matrix at
`2992ef2710f47230e7f484c709c6ba02524f884c`: **15/15 passed**, five cases
each on GPT-5.4 Mini, Claude Haiku and Sonnet. Campaign
`local-2026-10-06T02-41-14-462Z`. Covers cold start, existing config,
unavailable host, denied consent and reconnect/later retrieval, with
independent configuration/grant/task/run/document assertions. Original
failures, transcripts, source fingerprints and billing remain retained.
- Final instruction follow-up `cda8178af`: **3/3 cold starts passed** on
Mini, Haiku and Sonnet. Campaign `local-2026-10-06T02-58-30-041Z`.
Latest `0637b9f1c` shares that same guidance across HTML, Markdown and
manual UI after review; generated Markdown is verified byte-identical to
the paid-evaluated version. Shared build, server/UI typechecks, token
gates and 63 auth/metadata tests passed again. Every CI gate passed at
prior HEAD `0637b9f1c`, with review 5/5 and no unresolved threads.
- Other focused checks: 11 CLI credential/refresh-lock tests, 120 eval
calibration tests, server/UI/eval typechecks, token gates and Storybook
build passed. Full recursive typecheck and production build passed
during implementation; CI also passed them at `2992ef271`.
- Local full-suite limitations: a large-file Git streaming test times
out on this Mac, and broader CLI/route runs hit DB hook timeouts. Fresh
MCP reruns passed, and the corresponding CI groups passed. No claim that
the local full suite is green.
- Actual clients: Codex 0.153.4 and Claude Code 2.1.245 reach CIMD
consent; device CLI reaches verification/consent. New grants await human
approval. Existing local OpenCode retrieved a saved result in a fresh
conversation through its previously approved grant.
- Fresh OpenCode 1.18.17 on Butter: started with no MCP config, received
the exact copied invitation, read public setup, configured its server
and started PKCE consent. Its shell command timed out; background retry
reached the client's own callback deadline while approval remained
pending. Latest instructions cover that handoff. **No completed Butter
read/delegation/result retrieval is claimed.**
- Cloud companion
https://github.com/paperclipai/paperclip-cloud/pull/672 passes
checks/review and deployed. Anonymous setup and device-protocol routing
verified. Core `2992ef271` deployed successfully and the actual Claude
web flow now reaches consent. Its extra JWT-bearer metadata is filtered
to implemented grants; unsupported token grants remain rejected. Final
`0637b9f1c` deployed successfully to Butter in
https://github.com/paperclipai/paperclip-cloud/actions/runs/37409195300;
live HTML and Markdown both contain the final guidance. The superseded
instruction-only build was canceled before deployment. This is a
core-only staging preview; private Cloud plugins are omitted. ChatGPT
web is signed out, so browser connector use is unverified.
- Screenshot gallery begins at Butter's dashboard and distinguishes real
setup/pending consent from local reuse and fixtures. It records the
timeout finding. New persistent access needs human confirmation before
the remaining actual-client acceptance work.
- Manual path: Connectors → Assistant Connection (MCP) → Copy invitation
→ paste into assistant → configure and start authorization → sign in and
approve → verify `paperclip_connection` → delegate → retrieve the saved
report later.
- Plan and instructions: `doc/plans/2026-10-05-assistant-invitations.md`
and `doc/public-mcp.md`.

## Risks

- Apply additive, replay-safe migration `0304_curvy_shadow_king.sql`
before using device authorization. The public setup link carries no
credential. Device codes and tokens stay private; neither sharing
instructions nor installing a plugin authorizes access.
- Apply additive migration `0305_chubby_vin_gonzales.sql` before
deploying the shared metadata admission gate. It retains at most 60
short-lived, hashed-source receipts per instance and rejects excess
attempts with 429.
- CIMD metadata fetching is a new external-input boundary. It requires
HTTPS, exact client ID and redirect validation, bounded responses and
guarded DNS/network access. Client names remain self-reported.
- Device support is per-instance. The central Cloud broker retains its
existing grant support. Host installation and tool reload capabilities
vary by client; instructions describe manual settings and restart
requirements.

- Consent names the registered client in its heading and displays its
identifying origin below. Known-origin icons are bundled; all other
origins show a neutral site icon without contacting client-selected
sites. Client names are self-reported; the callback origin is the
recipient check. The Cloud chooser also displays the original client and
receiving origin before tenant handoff.

- A user who accepts the preselected write permission can create tasks
and comments. Task creation and comments can start or wake agents and
use execution budget; the consent label uses the concise wording
explicitly requested by the maintainer. Scope requests, role checks, and
the final Connect action still apply.
- Migration `0303_supreme_garia.sql` adds one nullable UUID column with
`IF NOT EXISTS`. Requests without a company restriction keep the
direct-instance picker. The binding stays recorded if its company is
deleted; consent then fails closed.
- Deploy tenant support before the Cloud broker sends `company_id`.
Unknown or inaccessible organizations must never fall back to a
different company.
- The setting defaults off. Disabling access does not cancel work
already delegated. Existing tokens and unexpired subscriptions can
resume when enabled again; revocation remains separate.
- The catalog entry is visible for discovery while the feature is off.
Setup instructions, OAuth, and tool execution remain gated. No access is
granted by viewing the entry.
- Assistant sign-in starts in the external client so it owns PKCE and
callback state. Client command syntax can change and links to official
setup documentation are included.
- An authenticated instance and valid public URL are required. Hosting,
paid execution, and store publication remain separate rollout steps.

## Model Used

OpenAI GPT-6 in Codex, with tool use and code execution. The exact
serving model version 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 (focused checks pass;
unrelated local full-suite timeouts are explicitly recorded 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
- [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 12:35:16 -05:00
DottaandPaperclip e34abee670 feat(mcp): connect assistants to a team with user OAuth (#14846)
## Thinking Path

> - Paperclip gives teams durable tasks, agent execution, budgets, and
approvals.
> - People also use assistants in Codex, Claude, and other MCP clients.
> - Those assistants need a scoped connection that preserves the
person’s permissions and attribution.
> - Delegating a task must not turn the assistant into the assigned
agent.
> - This PR adds opt-in user OAuth, ten first-party tools, browser
consent, and workflow packages.
> - Paid product evals verify the resulting tasks, documents,
attribution, retries, and access boundaries.
> - The team keeps working after the assistant conversation ends.

## Linked Issues or Issue Description

**Problem or motivation**

A person cannot connect an external assistant to an existing team
through browser consent and safely delegate durable work as themselves.

**Proposed solution**

Expose an opt-in `/mcp/paperclip` endpoint with individually described
first-party operations. Bind every connection to a person, client,
company, resource, and scopes. Reuse domain authorization and
scheduling. Package shared team-review, delegation, and follow-up
workflows for OpenAI/Codex and Claude.

**Alternatives considered**

Related PRs #9393 and #12549 cover earlier remote MCP and board-operator
approaches. This change uses user OAuth and a bounded public catalog. It
does not expose a generic executor, operator administration, static
shared board credentials, or external agent execution. Registry listing
work in #9851 is a separate distribution step.

**Roadmap alignment**

This maintainer-requested implementation extends the governed MCP
gateway, activity attribution, durable work products, and hosted
deployment direction in `ROADMAP.md`. It implements the first release of
the saved design plan; external agent participation and granted
third-party tools remain later releases.

## What Changed

- Add MCP 2.0 discovery and task status/comment/document Events on the
same authenticated endpoint. Persist subscriptions and delivery
receipts, verify HTTPS callbacks, sign Standard Webhooks, encrypt
callback material, recheck permissions/Cloud membership, and bound
retries/expiry. Older MCP clients keep their existing tools.
- Add discovery, dynamic client registration, S256 PKCE, resource
validation, rotating refresh tokens, revocation, and company consent.
Store credentials as hashes and recheck membership at execution.
- Add tools for connection identity, agents/projects, task
search/read/create, human comments, documents/deliverables, and
pending-approval links. Preserve current domain permissions and
scheduling.
- Add durable mutation receipts across reconnects. Matching retries
replay results; uncertain outcomes keep the same request ID and require
inspection.
- Add consent and connection-management pages, OAuth log redaction,
shared plugin workflows, and separate OpenAI/Codex and Claude package
outputs.
- Add eight paid Product E2E cases across three models, independent
durable-state grading, usage evidence, cleanup, and report integration.
Add task-document guidance and regenerate the runner capability
inventories.
- Add migrations 0301 and 0302, the dated implementation plan, result
notes, and direct-client setup instructions in `doc/public-mcp.md`.

## Verification

- Merge integration `e180b1948`: resolved conflicts with current master,
preserved both eval registries, regenerated capability catalogs, and
regenerated migrations as 0301/0302 while keeping the original
replay-safe SQL byte-identical. Local migration safety/snapshot tests
(26), MCP/OAuth tests (38), redaction/OpenAPI tests (71), and eval
catalog/grading tests (198) pass. Token and capability gates pass. Full
recursive typecheck passed. Fresh Greptile review is 5/5 with no
unresolved findings. CI is green on this exact head (55 successes, two
intentional skips, one neutral result): one unchanged Cursor sandbox
test timed out at 10 seconds, then passed locally in 856 ms. A single
retry of that failed shard and the aggregate workflow passed. Merge
remains blocked on the repository code-owner approval rule.

Earlier checks passed at `6aa0962d4fb715f2190bb7bb22efacab2e58495d`: 55
successes, two intentional skips and one neutral result. [The earlier CI
run](https://github.com/paperclipai/paperclip/actions/runs/36901592350)
includes all test shards, browser tests, typecheck, build and canary dry
run. Greptile was 5/5 on that commit with no unresolved review threads.
GitHub still requires code-owner review under the repository merge
rules; passing checks do not bypass that approval. Paid source
fingerprints remain separate below and in the dated result note.

- Paid Events qualification passes **3/3**: GPT-5.4 Mini, Claude Haiku
4.5 and Claude Sonnet 4.6. Each uses a real public HTTPS callback,
signature verification and report retrieval in a fresh conversation. A
final Mini regression passes after the quota/status fixes. All evidence
validates. Bounded tunnel startup retries occur before provider calls
and remain visible; failed earlier attempts retain their original
grades.
- The earlier complete seven-case matrix passes **21/21**, with a
separate **3/3** delegation regression. Two preceding matrices also
passed 21/21 each. A complete 24-cell matrix including Events has not
been run. [The dated
results](doc/plans/2026-10-01-public-mcp-paid-eval-results.md) retain
exact source fingerprints, failures, model IDs and partial costs.
- Node 24: repository-wide `pnpm -r typecheck` and `pnpm build` pass
after merging master. Server typecheck passes after the final
quota/status changes. Eval typecheck and all 892 eval-support tests
pass.
- All 33 real MCP/OAuth tests pass. The preceding combined MCP,
redaction, private-address and DNS-rebinding run passed 129 tests; two
later MCP regressions cover quota reuse and unchanged-status
suppression. All 28 adjacent issue-tree/stale-lock route tests pass. CI
then found a null checkout result in the existing concurrent-workspace
path; logging now uses optional status access. All 12 closed-workspace
tests and all 33 MCP tests pass after that correction. The exact-start
event calibration exposed a timestamp gap; scanning now includes the
subscription start, with all 33 MCP tests and server typecheck passing.
These two narrow corrections follow the paid regression.
- A real Core → Cloud → Core authority round trip passes OAuth, MCP 2.0
subscription/delivery, current membership loss, unsubscribe, legacy SDK
tools, refresh and revocation. Its callback transport is a fixture with
independent HMAC verification. The paid Events campaigns separately
prove public HTTPS delivery.
- Earlier component qualification passed UI 7,117 tests, CLI 502, shared
832, skills catalog 20, database 160 and OpenAPI 10. Token gates, module
boundaries, migration order and plugin regeneration passed. CI covers
general/serialized suites, eight browser shards, runner checks,
typecheck, build and canary dry run.
- **Local full-suite limitation:** the earlier monolithic run was not
clean. It encountered overlapping schema rebuilding, Mac database
shared-memory limits and isolated CLI/fixture failures. Targeted reruns
passed. The existing >32 MiB Git filename stress test still hit its
300-second Mac timeout. The additional serialized sweep stopped after 62
passing suites once CI passed. Original failures and partial logs
remain; this PR does not claim a wholly green local monolithic run.
- Local Codex CLI and Claude Code OAuth login and MCP SDK
interoperability were verified. Public-store installation, actual
ChatGPT Work Cloud Events UI, staging HTTPS client behavior and hosted
newcomer provisioning remain release gates.

Enablement is moving to **Settings → Experimental → Assistant
connections (MCP)** in the stacked follow-up
[#14933](https://github.com/paperclipai/paperclip/pull/14933). Merge
both for the intended setup experience. This foundation branch alone
still uses `PAPERCLIP_PUBLIC_MCP_ENABLED=true`. After deployment, set
`PAPERCLIP_PUBLIC_URL` to the authenticated instance's HTTPS origin, and
connect to `/mcp/paperclip`. Select a team and allow writes in browser
consent. Configure an available agent and budget, then delegate and
retrieve results later. For Events, rescan the deployed plugin catalog
in ChatGPT Work Cloud; the host supplies its webhook credentials when
the user asks to watch a task. See [the setup
runbook](doc/public-mcp.md).

## Risks

- Events are at-least-once and may arrive out of order. No replay cursor
is advertised. Clients must refresh finite subscriptions, read current
state and avoid comment feedback loops. Callback material uses the
instance secrets master key; hosted subscriptions require the updated
Cloud broker and are bounded to five minutes/the access proof expiry.
- ChatGPT Work Cloud/dot event UI, plugin rescan and a hosted staging
subscription remain deployment gates. Local signed-webhook and paid
model evidence does not claim those surfaces have been exercised.
- Disabled by default. Merging adds schema and opt-in code; it does not
deploy a public endpoint, publish a store listing, create a team, or
start paid agents.
- Migrations 0301 and 0302 are additive and idempotent. Their SQL is
unchanged from the earlier preview numbers, so hash-aware upgrade
reconciliation preserves prior staging applications. Normal instance
upgrades must apply it before enabling MCP.
- Task creation and comments can schedule paid agent work. Consent and
tool descriptions disclose that effect. Revocation blocks future calls
but does not undo delegated work.
- Public deployments need edge rate limits and credential-safe logging.
Internal dispatch is restricted to the closed catalog and carries a
request-local verified actor.
- Hosted onboarding requires the companion Cloud broker, encryption-key
configuration, and tenant rollout. Self-hosted direct connections can
use this PR alone.
- Store acceptance and agent-mode participation are not claimed.
Checked-in plugin endpoints are development defaults; rebuild packages
for a real deployment before installation.

## Model Used

OpenAI GPT-6 in Codex, with reasoning, tool use, and code execution. A
more specific serving version and context-window size were not exposed
by the session. Paid eval models: `gpt-5.4-mini-2026-03-17`,
`claude-haiku-4-5-20251001`, and `claude-sonnet-4-6`.

## 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 (targeted/component checks;
full local-run limitations are recorded 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
- [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 11:48:53 -05:00