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PaperClipAI/maps/agent-access-map
DottaandPaperclip 86b365f992 feat(auth): add independent agent configuration read permission (#18766)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need to inspect configuration and instructions when they set
up teammates.
> - Configuration reads currently depend on configure or suggestion
grants.
> - Legacy standard agents did not receive those newer grants. Some
self-read routes also lose the target agent identity.
> - This pull request adds an independent read grant and applies only
that grant to eligible existing agents.
> - The benefit is that agents can inspect and verify configuration
without new write authority.

## Linked Issues or Issue Description

Refs #15283. Related earlier proposals: #8064 and #12050. Those
proposals target older authorization code; this change uses the current
configure/suggest model and adds a read-only rollout for existing
agents. Related bounded peer metadata proposal: #14160.

**What existing behavior does this improve?**

Agent configuration, configured skill, instruction, and revision reads
through the existing APIs and native instruction tools.

**Current behavior**

An agent needs `agents:configure` or `agents:suggest-changes` to inspect
a peer. Older standard agents can hire a teammate but cannot verify the
saved instructions. Configuration and revision routes also reject
self-reads because they authorize a company resource instead of the
target agent.

**Proposed behavior**

Add `agents:read` for redacted configuration and instruction reads. Keep
`agents:configure` as read/write and preserve suggestion-grant
compatibility. Standard new agents receive the read grant. A one-time
migration grants only reads to eligible existing standard agents.
Individual routes authorize the target agent and grant scope.

**Reason and benefit**

Read access can be granted without configuration changes, rollback, or
environment probes. Legacy agents can verify teammates without receiving
new write permissions.

## What Changed

- Add `agents:read` to the shared permission contract and standard-agent
defaults.
- Accept read, configure, or suggestion grants for configuration reads,
with target scope and the responsible-user ceiling.
- Fix target-aware self and scoped configuration, skill, and revision
reads.
- Add an audited data migration. Skip low-trust, built-in, inactive,
pending, terminated, setup, and scoped configuration/suggestion cases.
Preserve existing read scopes and later revocation.
- Update the specifications, default-permission documentation, and agent
access map.

## Verification

- Focused acceptance: 276 tests passed across seven suites on commit
`a37314df88`: authorization, real-key HTTP access, route authorization,
canonical instructions, default grants, migration replay, and lifecycle
configuration.
- The HTTP journey uses a real hashed agent API key and a disposable
PostgreSQL database. It verifies redaction, scoped reads, denied edits
and rollback, cross-company isolation, and both agent and
responsible-user revocation.
- New read-grant regressions failed before the authorization change. A
realistic paused/pausing/resuming migration fixture also failed before
the lifecycle filter correction and passed afterward. Setup-held paused
agents stay excluded.
- `pnpm -r typecheck` and `pnpm build` passed on the rebased branch; the
final lifecycle migration correction also passed the database package
typecheck and build. The latest commit changes only a test assertion.
- `pnpm --filter @paperclipai/db check:migrations`, `node
scripts/check-maps.mjs`, and `git diff --check` passed.
- Full current-head [CI
run](https://github.com/paperclipai/paperclip/actions/runs/41641531426)
passed: typecheck, build, all general and serialized test lanes, Runner
checks, all eight browser shards, canary dry run, policy, and aggregate
gates. The local full-suite attempt was stopped after exposing the
outdated cross-company 403 assertion; interrupted local full-suite
attempts are not counted as passes.

## Risks

The migration deliberately expands redacted configuration and
instruction visibility for eligible existing standard agents in the same
company. An absent older write grant does not deny the new read
capability. It adds no write grant. Scoped configure/suggestion grants
and all existing read-grant scopes stay intact. Administrators can
remove the independent read grant after the one-time rollout; ordinary
updates and startup do not restore it. Configure and suggestion grants
still imply reads within their own scopes. Cross-company
configuration/history reads now return 404 through the common
target-aware helper. No schema change or credential-value disclosure is
added.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. The host does not expose a more specific runtime model ID or
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>
2026-11-03 07:26:27 -06:00
..

Paperclip agent access map

This map accompanies the feature map. It records APIs, agent entry points, permission boundaries and verification for the same capability IDs. The shared contract defines the format and maintenance rules.

The chat scenario catalog uses these same IDs for human requests and expected outcomes. Its scenarios retain the access boundaries here; neither a CEO role nor a planned scenario grants board authority or establishes a working production tool binding.

Use full capability IDs when referring to access contracts outside their file: onboarding/company means the company capability in onboarding.md in both maps. The feature index lists feature and capability IDs; IDs and references explains entry-point references and stable naming.

Browse access contracts

The same-named feature recipes define navigation and capability IDs. Run node scripts/storybook-catalog.mjs for the generated maps/generated/agent-access-map.md index, or browse the published feature guide. Add or update the affected companion; there is no central registration or count.

Existing baseline source references describe the original inspection, not current verification. Record new executed evidence in the PR, issue, or CI artifact with its revision and scope. Do not refresh unrelated headers as bookkeeping.

Using an entry

Read its Policy and Gaps before selecting an agent path. Native fallback, legacy REST/CLI, stdio MCP and a personal assistant connection can have different authority and availability. Use a real admitted production binding; a scenario declaration is not an installed tool. A restricted entry records current enforcement and leaves any unresolved delegation decision visible.

For API catalog disagreements, follow the route/service authorization and record discovery drift. For not-applicable, retain the concrete exception and local path. Split shared business operations from client-only presentation.

Use maintain-verification-skill to reconcile changed source and both maps. Use verify-paperclip and existing API/runner/MCP fixtures to collect the permitted-agent and denial evidence; report blocked/not-run coverage honestly. Run node scripts/check-maps.mjs after editing. The structural check does not certify permissions, API catalog coverage, tool admission or live behavior.

Native REST transport

The call_api parity change reconciles affected baselines against 58e16dbddfc9c8d0cf60867f9d9847f0feda055b and the changes in this PR. Ordinary REST operations use the same route authorization as legacy agent REST. Dedicated tools remain optional for those operations; protocol endpoints still need their existing clients. Board-only routes remain restricted for agent identity.

Native search_api / call_api is enabled by default, but explicit server, company-allowlist and binding settings can narrow admission. It requires a running authorized native run, current task assignment and execution-run binding, company and budget authority, task privacy, and a permitted work mode. Ask and Plan retain mutation restrictions, and runs retain their admitted JWT scope during restart recovery even when task mode changes. A waiting agent does not gain independent native control just because a REST route exists. Connection-management reads support Standard, Ask and Plan; mutations require Standard. Skill-test runs and nonstandard task-bridge keys cannot administer connections. These gates supplement each operation's grants, resolved resource and target scope, and responsible-user authority. See the rollout policy and connection authorization.

Credential-bearing replies, including company exports and their legacy alias, stay inline under a 10 MiB limit and use encrypted mutation receipts. Other saved API snapshots are limited to the issuing actor and responsible user, plus authorized administrators. Artifact uploads enforce the same access checks as downloads; private snapshots are excluded from company exports and public company logos. Explicit deliverables use the existing sharing path. Native event history, checkpoints and completion records omit API bodies while preserving receipt metadata and replay digests. Restored webhook secrets use the same encrypted receipt and inline response policy as newly created webhook secrets. Task image access requires the company boundary and the task permission; skill-test and low-trust agents do not need company-wide browsing authority. Completion replay applies the same idempotent projection to stored and expected payloads; the run-log guide describes its fields.

Sources: API client, catalog, native authority, credential storage classification, snapshot access, and history redaction. The affected entries remain baseline and source-only; this reconciliation does not certify every operation. Targeted real-route proof lives in the API integration suite, including owned routines, skill tests, scoped secrets, proposals and private export replay.