Commit Graph
17 Commits
Author SHA1 Message Date
DottaandPaperclip 18dac1e1ef feat(connections): add experimental memory providers and remote MCP access (#13942)
## Thinking Path

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

## Linked Issues or Issue Description

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

**Additional context**

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

## What Changed

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

## Verification

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

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-23 17:11:16 -05:00
DottaandPaperclip b82661b561 refactor(connections): retire the legacy Composio broker (#13758)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What existing behavior does this improve?**

Composio connector setup, management, and runtime dispatch.

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

## Thinking Path

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

## Linked Issues or Issue Description

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

**Agent or provider**

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

**Why this adapter is useful**

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

**How the agent is invoked**

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

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

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

**Are you willing to implement it?**

Yes. Implemented in this pull request.

**Additional context**

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

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

## What Changed

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

## Verification

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

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

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

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

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-16 13:54:44 -07:00
DottaandPaperclip 13bae6fa21 fix: reject unsupported REST tool connections without stdio validation (#13346)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

Reproduced against master `6cef9743c`.

**Deployment mode**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

**Additional context**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

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

## What Changed

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

## Verification

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

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

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

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

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

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

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

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-10 10:06:45 -05:00
Dotta a560b48d6d feat(apps): refine Postman and Shopify setup (#12357)
## Thinking Path

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

## Linked Issues or Issue Description

Refs #11965

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

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-29 12:08:35 -05:00
DottaandPaperclip fcb2e99e8f feat(apps): expand the self-serve connection catalog (#12344)
## Thinking Path

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

## Linked Issues or Issue Description

Refs #11965

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

Refs #11965

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

Refs #11965

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

**What existing behavior does this improve?**

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

**Subsystem affected**

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

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

**Breaking changes**

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

**Additional context**

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

Refs #9958.

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

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