PaperClipAI/maps/feature-map/connection-setup.md

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Connection setup

People connect an app or account, choose who may use it, and recover incomplete setup from either Apps or a task that needs access. A saved draft, a completed provider login, a usable connection, and a resumed task are separate checkpoints. Chat channels additionally require an endpoint and linked sender identity.

Feature ID: connection-setup.

Agent access: companion.

Prompt Injection Prevention reuses shared OpenRouter API-key setup directly from Settings → Connections. It adds no Apps provider or transport. Credential ownership and audience rules are the existing connection rules; saving a connection alone does not activate the service. See service configuration.

Sub-features

• catalog: connection-setup/catalog — find a provider, inspect its available methods, and open setup; unavailable methods explain their prerequisite rather than silently switching.
• identity-and-access: connection-setup/identity-and-access — select personal/shared identity and eligible agents; an empty explicit selection and company-wide access must not be confused.
• credentials: connection-setup/credentials — provider sign-in, key, or generic MCP URL follows its supported setup method; credentials are not retained in browser draft storage.
• handoff: connection-setup/handoff — provider popup/full-page callback returns to the correct setup host with the original task intent and identity choice intact.
• draft-recovery: connection-setup/draft-recovery — cancel, Back, Save & exit, reload, Finish setup, and reconnect preserve the exact draft rather than creating duplicate connections.
• task-request: connection-setup/task-request — only the addressed person resolves the requested connection; usable access releases the pending task request through normal continuation.
• channel-setup: connection-setup/channel-setup — provider endpoint, represented agent, linked sender, and communication instructions are configured before an external message is used.
• failure: connection-setup/failure — denied login, unreachable/private URL, expired credentials, and permission errors leave an actionable state rather than a false success.

How to get to it (user POV)

apps-catalog

Open Apps (/apps), choose an app, and connect from its landing page. Select an available method and access, then complete setup. Existing connections open their details; unfinished ones offer a way to finish setup.

mcp-link

Use Connect with a link or /apps/byo for a generic MCP server. Paste its URL, select access, and follow the probe's sign-in/key guidance. Provider-specific catalog setup and a generic endpoint may use different flows.

task-request

Open the task's pending connection request and its setup action as the named user. Setup can open in a task dialog and may use an OAuth popup. Follow the request's original link if setup falls back to a standalone page.

resume-connection

From Apps or connection details, use Finish setup, reconnect, or the offered authentication recovery action. Reload or return from the provider before checking whether the same saved connection became usable.

chat-channel

With chat connectors enabled, select a supported chat/email provider in Apps or open /apps/chat/connect. Complete that provider's endpoint setup, then open its settings (/apps/chat/:endpointId/settings). Follow identity linking as the intended sender before messaging the agent externally.

Driving it with Playwright and the Paperclip CLI

Preconditions: follow the baseline. Choose a disposable provider account/resource and record its auth method, deployment mode, account ownership, and access selection. For live setup, use the provider's documented prerequisites in the connector playbook. Automated fixtures do not establish OAuth registration, public callbacks, or production provider access.

apps-catalog

Automated: Browse, unconnected app, and AppsConnect cover catalog entry, access selection, provider-specific method choices, and setup failures with mocked APIs. Connection intents drives store and task setup against one fake provider through a useful continuation:

pnpm exec vitest run ui/src/pages/apps/Browse.test.tsx ui/src/pages/apps/AppsConnect.test.tsx
pnpm exec playwright test -c tests/e2e/playwright.config.ts tests/e2e/connection-intents.spec.ts

Manual: connect from an unconnected provider landing. Select the intended identity and agent access, complete authentication, reload, and inspect the saved connection. Run a permitted read-only action with an eligible agent and verify its useful result. Try an ineligible agent and confirm denial. Repeat with a user who cannot install company-wide; the UI must not imply broad access.

Daytona follows this same key/access wizard. Its native method exposes the published platform and Toolbox HTTP actions using provider sandbox IDs, without a Paperclip task or lease requirement. Daytona browser setup checks the catalog, password field, access controls, and optional organization pin. It does not submit a key or qualify a real provider account. See Daytona for API-key authority and OAuth limits.

mcp-link

Automated: AppsConnect's generic MCP cases cover probe-driven auth, private or unreachable endpoints, preregistered clients, secret-backed headers, and unsafe authorization URLs. These are component/API mocks, not remote provider proof.

Catalog publication uses PostgreSQL and a controlled MCP response to check bounded writes, repeated page entries, preserved action choices, rollback, and concurrent publication. It does not verify a live provider's discovery contract.

Manual: connect a known test MCP URL through the link flow, verify its saved endpoint and a read-only action, then repeat with a bad URL and wrong credential. The error should explain the next action and preserve non-secret setup context. Test no-auth and authenticated endpoints separately; never infer one from the other.

task-request

Automated: interaction card checks addressed-user controls. AppsConnect tests cover page/dialog parity, task-bound OAuth, popup handoff, and verifying a saved connection before closing. Withdrawn requests render a terminal acknowledgement with no setup action; the interaction-body test and narrow Storybook journey cover this recovery state. The connection-intents browser suite above exercises fixture-backed continuation.

Manual: ask an agent to use an unavailable app, open its request as the named user, and complete setup in the dialog. Verify the card settles, the exact task resumes, and the agent returns a useful provider result. Repeat the page-host fallback and denied OAuth path. As another user, confirm that merely seeing the task does not grant the right to resolve the request.

resume-connection

Automated: AppsConnect tests cover exact-draft resume, declined OAuth, reconnect lookup failure/retry, response-lost creation, archived connection revival, and saved account reuse. App detail covers the connection host. These tests do not complete a real provider login.

Manual: leave setup through its footer, reload Apps, choose Finish setup, and confirm the same connection is resumed. Decline provider login and recover from that checkpoint. Reconnect an expired disposable account and verify a permitted action afterwards. Count connections before/after to catch accidental duplicates.

chat-channel

Automated: setup routing, saved setup state, email setup, and identity confirmation cover shared UI logic with fixtures. Provider-specific live setup is not implied.

Channel integration also covers bounded Telegram subscription recovery at startup and after committed configuration changes, saved retry deadlines, rollback, and parking pending repair while an endpoint or connection is inactive. The provider responses are fixtures. Settled maintenance leaves no discovery timer or database scans.

Manual: complete setup for one named provider, reload endpoint settings, link the intended sender, and send a disposable message. Verify one task and a useful reply in the originating conversation. Inspect an unlinked sender's denial and the endpoint's pause behavior. Repeat independently for each provider at issue; Slack setup does not qualify Discord, Telegram, GitHub, email, or iMessage.

Gotchas

• Private endpoint rejection depends on deployment: owned loopback MCP servers are supported in local-trusted/private instances. Public authenticated deployments apply the private-network restriction.

• A successful OAuth callback is not proof of saved connection access or task continuation. Verify all three checkpoints.

• Personal identity, shared account access, and per-agent access are distinct. Connecting an account does not waive an Off action or Ask first review.

• A tool app connection is not a chat endpoint. The same provider can offer both.

• Old Apps/Connections URLs can redirect to Apps. Use the current navigation and record the actual destination rather than documenting an obsolete screen.

• Full provider matrix, AI-account selection, gateway/profile administration, and account revocation lifecycles remain outside this seed recipe.

• For governed actions after setup, use questions and approvals.

Documentation scope: App catalog and connection setup

Provider-specific authentication/revocation, credential-only accounts, and aggregator administrative variants still need their own detailed matrices.