Files
PaperClipAI/doc/public-mcp.md
DottaandPaperclip 99a9de9940 fix(mcp): personalize assistant connections and hide revoked grants (#15411)
## Thinking Path

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

## Linked Issues or Issue Description

Related: #14933 and #15380.

**What existing behavior does this improve?**

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

**Subsystem affected**

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

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

**Breaking changes**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

OpenAI GPT-6 through Codex, with code editing, command execution and
browser verification. The exact deployment ID and context-window size
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 22:09:41 -05:00

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# Public Paperclip MCP connection
The first-release implementation connects an external assistant **as a person**
to one explicitly selected company. It exposes first-party task operations and
keeps normal Paperclip authorization, scheduling, attribution, budgets and
approvals. The existing named agent gateways and native runner checks remain
separate. The accepted roadmap is in
[the implementation plan](plans/2026-09-30-paperclip-public-mcp-and-plugins.md).
## Enable an instance
Apply database migrations with the normal instance upgrade workflow. In Paperclip,
open **Settings → Experimental → Assistant connections (MCP)** and turn it on.
Instance administrators can change this setting. It is off by default and takes
effect immediately without restarting the server.
Use the instance's configured authentication public URL, or explicitly set:
```sh
PAPERCLIP_PUBLIC_URL=https://YOUR-PAPERCLIP-HOST
```
The retired `PAPERCLIP_PUBLIC_MCP_ENABLED` variable has no effect. The persisted
`enablePublicMcp` setting controls discovery, sign-in, tools and event delivery.
Turning it off blocks new calls and deliveries; already delegated work continues.
Connection management and revocation remain available. Turning it back on allows
unexpired connections and subscriptions to resume.
The URL must be an origin without a path, credentials, query or fragment. HTTP
is allowed only for localhost/loopback development. The feature is disabled by
default. Use authenticated deployment with real user accounts and company
memberships; local implicit board authority and agent/board API keys cannot
approve user OAuth connections. Configure `TRUST_PROXY` correctly at your edge.
The endpoint is `POST /mcp/paperclip`, using stateless Streamable HTTP with JSON
responses. GET/SSE sessions are unnecessary. Each invocation verifies its bearer
token again; normal API endpoints do not accept these OAuth tokens. Public
installation requires a reachable HTTPS deployment. Private self-hosted
instances require a directly reachable endpoint; no managed relay is included.
Unclaimed Cloud warm-standby instances return `503 workspace_unclaimed` for MCP
setup, discovery and protocol requests without reading the database. The event
poller also stays idle until the instance is claimed. After claim, both resume
without a restart and remain subject to the experimental setting and normal
authorization.
## Start from Connections
Inside your organization, open **Connectors → Assistant Connection (MCP) → Set up**.
This connects an outside assistant to Paperclip using your human account; no agent
is selected or impersonated. The entry is discoverable while disabled, but its
setup instructions require the experimental setting. Follow **Open Experimental
settings**, enable **Assistant connections (MCP)**, then return to setup.
Click **Copy invitation** to copy the message and preview it in the shared animated
setup prompt, then paste it into your assistant. Client-specific instructions are
under **Set up manually**, in the icon-labeled tab bar. The invitation’s public
setup link contains an optional organization ID,
never a credential. It does not reveal the organization before sign-in or grant
access. Approval happens when the assistant starts its connection. The setup page
is server-rendered at `/mcp/setup`; `/mcp/setup.md` and `Accept: text/markdown`
provide the same version-aware instructions for assistants without browser access.
**Set up manually** contains commands for Codex, Claude Code, OpenCode, browser
connectors and headless clients. Browser clients may require adding a connector
in their settings; reading an invitation cannot install one. A running client may
need a restart or a fresh conversation to load its tools. Verify the organization
with `paperclip_connection` before doing work. Keep existing client configuration,
and use a distinct server name when another Paperclip instance is already present.
For OpenCode, merge the displayed `mcp.paperclip` entry into your project’s
`opencode.json`, run `opencode mcp auth paperclip` there, approve the organization,
then start `opencode web`. Restart an already-running OpenCode after authentication.
An assistant invoking authorization through a shell tool must keep the command
alive in a persistent terminal or background process and share its approval URL
immediately. OpenCode's callback deadline still applies: a URL from a timed-out
command cannot complete sign-in. Start a fresh request, or have the user run the
command in their own terminal if the host cannot preserve it across turns.
Never add upstream model keys to the MCP URL or config; the assistant’s model
connection is configured separately.
Consent names the client when available and shows its identifying URL with a site
icon. The first available organization is selected initially; requested write
access starts checked when the selected role permits it. Changing organization
or refetching does not undo a write-access opt-out. Nothing is authorized until
**Connect organization** is clicked. Organization creation stays outside consent.
Return to the same Connections entry to see your connected assistants, their
read/write access, and revoke access. The list refreshes after consent and only
shows your active grants for the selected organization. Each connection shows your
profile avatar and defaults to a name such as “Dotta’s Codex connection.” Revoked
connections disappear from the list; their audit records remain. The legacy
`/assistant-connections` URL remains available for account-wide management.
`GET /api/mcp/setup` returns the live experimental gate, canonical endpoint,
invitation URL and copyable invitation to
authenticated browser/Cloud users, including while disabled. It cannot grant
access, accepts no destination URL, never reflects forwarded hosts, and is not
available to agent keys, MCP bearer tokens, or implicit local authority.
## Connect an assistant directly
After the instance is enabled and reachable, an existing team member can connect
without a store listing. For Codex CLI:
```sh
codex mcp add paperclip --url https://YOUR-PAPERCLIP-HOST/mcp/paperclip
codex mcp login paperclip --scopes paperclip:read,paperclip:write,paperclip:configure,offline_access
```
For Claude Code:
```sh
claude mcp add --transport http paperclip https://YOUR-PAPERCLIP-HOST/mcp/paperclip
```
Open Claude Code's `/mcp` menu and authenticate the Paperclip server. Both flows
open browser sign-in and consent: review the selected organization (or choose one for a direct instance connection) and review the write-access checkbox. It starts checked when the assistant requests
writes and your organization role allows them; uncheck it for read-only access. Read-only consent cannot delegate work.
Ask the assistant to identify the connected organization and list its agents, then ask
it to delegate a small task to an available agent. The returned task link is the
durable reference. In a later conversation, ask for that task's progress and
report. Configure the agent's provider credentials, execution environment and
budget in Paperclip before expecting it to run; the assistant connection does
not supply them. Revocation is available at `/assistant-connections`.
The optional [workflow packages](../integrations/assistant-plugins/README.md)
teach team review, delegation and result retrieval. Build them for the same
endpoint before installing locally. Public ChatGPT/Codex and Claude directory
installation requires the separate deployment and submission work below.
## Headless device login and stdio bridge
With a CLI build that includes this feature:
```sh
paperclipai mcp login --device --url https://YOUR-PAPERCLIP-HOST/mcp/paperclip
paperclipai mcp proxy --url https://YOUR-PAPERCLIP-HOST/mcp/paperclip
```
Add `--company <organization UUID>` to login to restrict the consent choice.
Login prints a human verification URL and code. Open that URL, sign in, compare
the code, and approve or decline. The private device code and issued tokens stay
inside the CLI. Configure the second command as a local stdio MCP server in a host
without native device support. Do not copy tokens into chat or MCP configuration.
The CLI stores credentials separately under `$PAPERCLIP_HOME/mcp` (default
`~/.paperclip/mcp`), with a private directory and files, atomic replacement and a
cross-process refresh mutex. It forwards only to the exact bound resource and
rejects redirects. A failed write is never retried automatically because it may
already have completed. Revoke access from Connections when finished.
The device endpoint is `/mcp/oauth/device_authorization`, browser verification is
`/mcp-device`, and the token endpoint accepts the RFC 8628 device grant. Pending
requests have separately hashed codes, ten-minute expiry, five-second initial
polling, persistent backoff and atomic redemption. Shared database quotas bound
new requests. Consent uses the same company, role, scope, grant, audit and
revocation checks as browser OAuth. This is human authorization, not client
credentials or agent impersonation. Both flows require the experimental setting.
Tenant Cloud gateways forward setup and device protocol requests without browser
cookies. Browser approval remains authenticated. The central directory broker
does not advertise device or CIMD support until separately implemented.
## Identity and consent
- Protected-resource discovery: `/.well-known/oauth-protected-resource/mcp/paperclip`.
- Authorization-server discovery: `/.well-known/oauth-authorization-server`.
- Public-client registration: `/mcp/oauth/register`.
- Authorization, token and revocation endpoints: `/mcp/oauth/authorize`,
`/mcp/oauth/token`, `/mcp/oauth/revoke`.
- Browser consent: `/mcp-connect/:requestId`.
- User connection management: `/assistant-connections`.
Consent identifies the registered client and its identifying origin. Client names are
self-reported; verify the receiving domain before approving an unexpected request.
The hosted organization chooser also identifies the original client and callback
origin before its tenant handoff.
An uncached remote client-metadata lookup consumes a database-backed admission receipt
before fetching: at most 60 attempts per instance and six per source per rolling
minute, shared by browser and device authorization across server replicas.
Receipts store only a source hash and expiry, and failed lookups or mismatched
redirects still consume the quota. Invalid resources and scopes are rejected
without fetching. The network request runs after the admission transaction
commits, so slow clients cannot hold its database lock. Reusing already-validated
metadata within its cache lifetime consumes no fetch capacity, so clients shared
by users behind one proxy do not charge the same lookup on every connection.
Client ID Metadata Documents (CIMD) and dynamic registration both support public
clients. CIMD uses an HTTPS client ID URL with an exact matching `client_id`,
required registered redirects, a 32 KiB response limit, a bounded cache, and
guarded DNS/HTTP fetching that rejects private networks and redirects. Supplied
names are not proof of a brand identity. Client documents can list capabilities
used with other servers; Paperclip retains only its implemented grants. Extra
capabilities such as Claude web’s JWT-bearer grant do not enable that grant here.
Verified native loopback callbacks may vary only their port; the exact authorized
callback remains bound to code redemption. Authorization responses include `iss`.
Resource metadata advertises resource scopes; refresh capability is advertised
in authorization-server metadata.
Dynamic registration uses public clients, exact registered HTTPS redirect URIs
(or HTTP loopback), authorization code flow, S256 PKCE and exact resource
binding to the endpoint. Authorization requests expire in ten minutes; codes
expire one minute after consent and are single-use. Access tokens expire in
fifteen minutes. `offline_access` issues a thirty-day rotating refresh token;
replaying a consumed refresh token revokes its entire grant. Tokens and codes
are hashed at rest. `paperclip:read` is required; `paperclip:write` adds only task
work and attachment mutations on direct connections. The `paperclip:configure`
scope covers allowed configuration operations. One **Write all of your Paperclip
data** consent checkbox approves both requested mutation scopes. Scope expansion
requires a new consent flow; the directory broker retains its original operations.
Each grant records the person, client, company, resource and scopes. Membership
and company availability are rechecked at execution. Instance admin status does
not elevate a grant beyond that company's role. Consent/revocation require an
authenticated browser and the configured origin. Client registration does not
fetch redirect URLs or accept arbitrary tool destinations. Rate limiting at the
public edge is required in addition to the bounded per-process auth limiter.
Registration also has a database-enforced limit of 60 new clients per minute and
10,000 unconsented clients shared across replicas. Expired authorization requests
and never-consented clients older than one hour are collected during
registration. Clients with grants are retained, preserving their connections and
audit/mutation history.
Revocation blocks future calls; it does not cancel already delegated work or
undo in-flight mutations. Manage existing tasks and execution in Paperclip.
Audit records identify the human caller and connection/client for mutations.
OAuth credential bodies and redirect locations are redacted from HTTP logs.
## Original directory tool surface
| Tool | Effect |
| --- | --- |
| `paperclip_connection` | Person, company, scopes, connection management link |
| `paperclip_list_agents` | Safe agent summary and availability |
| `paperclip_list_projects` | Safe project summary |
| `paperclip_search_tasks` | Bounded task search with offset pagination |
| `paperclip_read_task` | Current task plus recent comments/history |
| `paperclip_create_task` | Assigned task, submitted to existing scheduling |
| `paperclip_add_comment` | Human feedback; may wake or queue work |
| `paperclip_list_deliverables` | Documents, attachments and work-product references |
| `paperclip_read_document` | Durable document body and current revision |
| `paperclip_pending_approvals` | Pending approvals and existing decision links |
Every company-scoped call requires its explicit authorized company ID. The
server emits bounded projections without upstream credentials. Direct connections
can read the allowed operating configuration through the expanded tools below. URLs include the company's prefix so unrelated browser company
selection cannot redirect the user to a different team's approval interface.
Writes require a UUID `requestId`, unique per intended action. A durable receipt
is reserved before dispatch, keyed by person, company, operation and request ID (with the originating grant recorded for audit). Matching
retries, including after a new authorization grant, replay the recorded result; changed arguments are rejected. A concurrent
or unconfirmed result is reported as `outcome: unknown`. Inspect the task and
comments before another action; never retry with a new ID to force success.
A known HTTP rejection is recorded and replayed as `outcome: rejected`.
The REST bridge dispatches only paths constructed by the closed tool catalog,
with a request-local verified actor. Existing handlers enforce all domain checks
and own their transaction/scheduling semantics. Receipts do not turn existing
asynchronous scheduling into an exactly-once execution guarantee. Creating a
task is not proof that an agent started or finished it.
## Hosted onboarding and release gates
Create a hosted organization through Cloud before approving a connection.
Provisioning, mission/template selection,
model credentials, execution capacity and spending remain owned by Cloud.
Installing a plugin never provisions a company or starts paid agents.
This repository implements the instance-side connection and vendor packages.
The companion Cloud implementation supplies the stable public resource, an
account-to-stack OAuth broker, explicit organization selection and a return from
hosted organization creation. Its public connection screen resumes normal
sign-in, lists authorized organizations, reports provisioning/sleeping states,
and links to tenant setup for mission, templates, execution and spending.
The Cloud broker forwards the original PKCE challenge to tenant OAuth, validates
the resulting person, and wraps tenant credentials in encrypted tokens bound to
client, workspace and resource. Every call rechecks current Cloud membership and
verified routing; the tenant rechecks company permissions and revocation.
Cloud stores request metadata and code hashes, not raw tenant tokens. Unknown
mutation outcomes preserve the existing request-ID receipt contract.
Deploy both sides before hosted use. Cloud's tenant front door forwards only
exact discovery, OAuth protocol and MCP paths without minting human authority;
consent and management retain normal browser entry. The Cloud broker remains
opt-in and requires its own durable OAuth state and encryption key from the
provider secret store. Installing these source packages does not deploy an
endpoint, open signup, register a listing, or provision execution capacity.
Before release, exercise actual ChatGPT/Codex and Claude connections against a
staging HTTPS deployment, including client registration, consent, refresh,
revocation, reconnect, task delegation and retrieval from another conversation.
Prove scheduled execution on a controlled agent and the new-user Cloud return
journey. Local OAuth interoperability has been verified with Codex CLI 0.153.4
and Claude Code 2.1.245, using disposable Cloud/tenant fixtures. Protocol tests,
CLI login and local package validation do not replace these release gates.
External sessions acting as agents, task leases and third-party granted tools
remain the second/third releases; do not add generic executors to this public
catalog to implement them.
Registration also enforces shared source quotas (6 per minute and 30 unconsented
clients) using a resource-bound hash of the trusted request IP; raw addresses are
not stored. Configure trusted proxies correctly. Authorization starts atomically
remove expired requests and enforce 10 pending-consent requests per client and 1,000
instance-wide, independently of further client registrations. Existing grants
remain usable when anonymous registration or authorization is throttled.
## Task monitoring with MCP Events
The same authenticated endpoint now supports MCP 2.0 (`2026-07-28`) alongside
legacy MCP. It advertises `events` through `server/discover` and implements
`events/list`, `events/subscribe`, and `events/unsubscribe`. MCP 2.0 requests
include matching `MCP-Protocol-Version`/`Mcp-Method` headers, per-request version
and client-capability metadata, and `Mcp-Name` for tool calls. Existing
initialize-based direct clients receive the same expanded tool catalog. The central
directory broker keeps its original ten-tool connection.
| Event | Required filters | Payload |
| --- | --- | --- |
| `paperclip.task.status_changed` | `companyId`, `taskId`; optional `statuses` | Task ID, status, company ID and task link |
| `paperclip.task.comment_created` | `companyId`, `taskId` | Task/company IDs, comment ID and task link |
| `paperclip.task.document_updated` | `companyId`, `taskId` | Task/company IDs, document key, revision and task link |
In an Events-capable ChatGPT Work Cloud chat or dot, ask, for example:
“Watch this task. When it finishes, read its report and tell me the result.”
The host supplies a callback URL and signing secret and owns refresh/unsubscribe.
Rescan the plugin's MCP server to discover the event catalog. Installing or
connecting alone does not start monitoring. Claude and other clients without
Events support can continue retrieving results through the read tools.
Callback and hosted-authority verification reserve durable capacity before any
remote request. Across replicas, at most 2 verifications per grant, 8 per company
and 32 per instance can run concurrently. Attempts are bounded to 30 per grant,
200 per company and 1,000 per instance per minute, including failed verification.
New monitors reserve subscription quota before verification; leases expire after
one minute. Network waits hold no database transaction, and expired, cancelled
or revoked requests cannot finalize a subscription.
Delivery uses a verified HTTPS callback, Standard Webhooks HMAC signatures,
public-address DNS pinning on every connection, and no redirects. Callback URLs,
current/previous signing keys and hosted authorization proofs are encrypted with
the existing instance secrets master key. Back up that key with the database.
Callback bodies contain bounded references, not comment/document text; clients
must read current authorized state before responding or taking an action.
Subscriptions last at most 24 hours (default), with a 30-second minimum. Hosted
subscriptions last at most five minutes and never outlive the broker access
proof: refresh the OAuth token before refreshing a subscription when necessary.
The tenant verifies that proof through the fixed `PAPERCLIP_CLOUD_API_ORIGIN`
broker before each delivery, checking current Cloud membership as well as local
company membership, grant revocation and task access. A compatible Cloud broker
must be deployed first for hosted Events. Direct connections to a Cloud tenant
without a broker authority proof cannot create event subscriptions.
Subscriptions and delivery receipts persist across restarts. Activity is scanned
without a moving timestamp high-water mark; unique receipts prevent duplicate
queue entries and concurrent workers claim deliveries atomically. Delivery is
at least once, with up to six attempts and exponential backoff. IDs stay stable
across retries while signatures receive fresh timestamps. HTTP 410 stops a
monitor; 413 and other permanent failures are not retried. Secret rotation signs
with both keys for five minutes. Expired subscriptions and their receipts are
removed on the next admission or after seven days; active quotas are 20 per
grant, 100 per company and 1,000 per instance. Unsubscribe frees the subscription and its receipts.
This release returns `cursor: null`: it does not offer protocol replay after an
expired/stopped subscription. Use task history and document tools to recover
missed changes. In-flight requests may finish during unsubscribe/revocation;
subsequent attempts recheck access. Events are data, and may be duplicated or
out of order. Do not post comments merely to acknowledge comments or documents,
which would risk a feedback loop. Approval decisions remain in Paperclip.
See [OpenAI's MCP Events guide](https://developers.openai.com/plugins/build/mcp-events)
for currently supported client surfaces. Actual staging ChatGPT subscription,
plugin rescan and event-triggered response are still deployment acceptance gates;
local protocol and paid model tests do not establish store/UI readiness.
## Storybook previews
Run `pnpm storybook` and open the **Assistant connections** group. The stories
render the production consent, connection-management, and Experimental pages,
including read-only roles, loading, empty, unavailable, pending, revoked, and
failed-save states. Interactive stories verify organization-switch consent reset,
revocation, and settings rollback. All MCP actions use per-story in-memory
fixtures; no credentials are issued and no work is delegated.
The Cloud repository's `web` Storybook has **Assistant connections / Hosted
connection** for sign-in, organization selection, and the create-and-return
flow. OAuth redirects between the two services remain mocked in these previews.
### Guided assistant walkthrough
Open **Assistant connections → Start here → Guided walkthrough** for a
presenter-led story about Alex connecting Acme Research. Each step explains
where Alex is, what to try, what happens next, and a question to discuss.
Next/Back and numbered chapters control the explanation independently of the
interactive product preview; Reset this screen restores that step’s fixture.
Each screen starts fresh, so sample state does not persist between chapters.
The Cloud walkthrough covers sign-in, choosing or creating an organization,
readiness, and the handoff. The Paperclip walkthrough covers the experimental
setting, organization consent, example delegation and retrieval conversations, and
revocation. Assistant conversations are explicitly illustrative; product
screens use isolated service fixtures. No paid work or real OAuth runs here.
Local cross-links expect Paperclip Storybook on port 6106 and Cloud on 6107.
The default scripts use port 6006; launch these in separate terminals with
explicit overrides:
```sh
# From the Paperclip repository's ui/ directory:
pnpm exec storybook dev --port 6106 --config-dir storybook/.storybook --no-open
# From the paperclip-cloud repository's web/ directory:
npm run storybook -- --port 6107
```
When published elsewhere, open the companion Storybook separately. Each
walkthrough works independently. **Navigation check** is a separate interaction
story so the presentation itself never advances automatically.
### One organization from Cloud through consent
Cloud selects an organization once and sends its registry company ID as the
optional OAuth `company_id` parameter. Paperclip persists it as
`mcp_oauth_requests.requested_company_id`, filters the consent response to that
company, and rejects approval for any other company even if the user belongs to
both. It is a scope restriction, never a substitute for active membership or
explicit read/write consent. A deleted, archived, or inaccessible company cannot
fall back to another one. The UI shows the fixed organization and permissions,
with cancel/reconnect guidance if it is unavailable.
Direct instance requests without `company_id` retain their organization picker.
There is no separate “team” entity in this flow. Cloud’s organization maps to its
stack’s primary Paperclip company; the stack is hosting infrastructure. The hosted
walkthrough uses **Consent → Hosted organization**; direct selection, read-only,
and unavailable-organization variants remain separately inspectable.
Apply the additive nullable request-column migration before running this tenant
version, and deploy tenant support before the Cloud broker that sends the binding.
Existing direct requests and grants are unchanged.
## Expanded direct assistant tools
Direct instance connections expose 37 explicitly registered operations. The central
public directory broker retains its original ten tools and rejects expanded calls.
The existing experimental setting gates both surfaces; sharing a setup link still
conveys no authority. Consent has one **Write all of your Paperclip data** checkbox,
checked by default for eligible roles. It approves the requested work and
configuration scopes together; unchecking it grants read-only access. Clients must
request `paperclip:configure` to configure agents, projects and skills. Existing
write connections do not acquire this scope, including after refresh; reconnect
with the expanded scopes to approve it.
Normal Paperclip permissions are required in addition to the connection scope.
- Work (`paperclip:write`): update, finish or block tasks; write Markdown documents;
register or update deliverables; upload attachments. Assignment and status changes
can schedule agents. Pending execution reviews must be decided in Paperclip.
- Configuration (`paperclip:configure`): edit existing agents, model/budget and
existing connection bindings; edit instructions; create/update projects and choose
accessible repositories; create/update organization skills and their files.
Credentials, execution commands, policies and agent creation are excluded.
- Reads (`paperclip:read`): task/document history, agent instructions, skill files,
accessible repository choices and attachment downloads. Native domain read
permissions still apply. Revision IDs from reads are required for content edits.
`paperclip_search_api` describes the same allowlisted named operations and their
schemas. `paperclip_call_api` takes an operation identifier and validated arguments.
It cannot accept an arbitrary URL, REST path, credential or actor override. Both
interfaces share scope checks and mutation receipts. Reuse the same request UUID
and arguments after a timeout. An unknown result means execution is uncertain;
inspect current state or retry that identity instead of starting another action.
To attach a video, compute its byte size and SHA-256, then call
`paperclip_get_upload_url` with its task, filename, content type and request UUID.
PUT the exact bytes using the returned Content-Type. Success returns the saved
attachment immediately; **there is no completion call**. Recover a lost response
by repeating the upload or requesting its URL with the same identity. Conflicting
bytes are rejected. `paperclip_list_deliverables` includes attachments, documents
and work products; `paperclip_get_download_url` downloads one authorized attachment.
Replacing a binary deliverable uses a new attachment and updates its reference.
File URLs are ten-minute, transfer-specific credentials: keep them out of chat and
logs. Only their hashes are stored. Use host HTTP/file tools to send/receive bytes;
if unavailable, upload/download through the Paperclip task page manually. The server
never fetches a supplied remote URL or reads a supplied local path. Existing file
type and size limits apply (10 MB default). Grants, membership, organization,
experimental availability and write authority are checked again during transfer.
Revocation prevents future use, including of previously issued file URLs. Expired
pending storage is cleaned on subsequent transfer requests; completed attachments
remain durable. Cloud deployments also need the narrowly scoped transfer proxy.
Instruction edits require a managed instruction file with a current revision/hash.
The legacy `promptTemplate.legacy.md` entry has no version protection, so MCP
rejects edits to it with `MCP_LEGACY_INSTRUCTIONS_UNVERSIONED`. Migrate the legacy
prompt to a managed instruction file in Paperclip first; native runner behavior
is unchanged.
Client-side tool approval remains separate from OAuth consent. For example, a
noninteractive Codex invocation that forbids tool approvals may read successfully
but refuse a write. Approve the intended tool in the host rather than weakening
server permissions. The [qualification record](plans/2026-10-06-expanded-assistant-mcp-verification.md)
distinguishes paid model tests, actual-client proof and staging verification.