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PaperClipAI/maps/feature-map/gateways-profiles.md
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DottaandPaperclip 9ef434fe79 docs: expose feature map IDs and add a recipe index (#16987)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its feature map describes user journeys and their verification
paths.
> - The map already defines feature IDs and full capability IDs.
> - The README and child pages did not show those IDs consistently.
> - Readers need those IDs to connect issues, tests, stories, and
evidence.
> - This pull request adds a recipe index and displays the existing IDs.
> - The benefit is clear references across the product and agent access
maps.

## Linked Issues or Issue Description

**Issue type**

Missing documentation.

**Where is the issue?**

`maps/feature-map/README.md`, the child recipes, and their agent access
companions.

**What's wrong?**

The README sends readers to Storybook to browse features. Child pages
show local keys, such as `installation`, without the full
`plugins/installation` ID. Readers must inspect the generator to find
the full reference.

**Suggested fix**

List recipe links and existing IDs in the README. Show each feature ID
and full capability ID in its child pages. Explain capability IDs and
entry-point references. Keep the current keys and anchors.

Related work: Refs #15288. Refs #16052. Refs #15983. No duplicate open
PR or issue was found by title search.

## What Changed

- Add an index grouped by feature area. It lists every recipe, feature
ID, and full capability ID.
- Explain how IDs are formed and used in issues, tests, Storybook, and
evidence.
- Add feature IDs to all product recipes and agent access companions.
- Show full capability IDs beside recipe keys and below access and
Storybook guidance headings.
- Preserve existing keys, heading anchors, and generated ID values. Keep
the latest upstream company capability in the index.

## Verification

- `node scripts/check-maps.mjs` passes for 34 feature families and 175
capability IDs.
- `node --test scripts/check-maps.test.mjs
scripts/storybook-feature-index.test.mjs` passes all 17 tests.
- `node scripts/storybook-feature-index.mjs` passes on this checkout and
generates the feature indexes and overview inputs.
- `git diff --check` passes.
- A source comparison confirms that the README matches the recipe index.
After removal of the added ID labels, all 68 child pages match the
upstream prose and headings.
- Full workspace checks were attempted: `pnpm -r typecheck`, `pnpm
test:run`, and `pnpm build`. They could not start because the local pnpm
wrapper could not fetch and verify the pinned pnpm 9.15.4 release. This
checkout also has no workspace dependencies installed.
- `node scripts/storybook-catalog.mjs` could not run because
`storybook/internal/csf-tools` is not installed. The direct map and
index checks above pass without that dependency.
- Remote typecheck, release-registry, and full build checks passed. The
first attempts of [server shard
3/12](https://github.com/paperclipai/paperclip/actions/runs/39460473910/job/118758430448)
and [server shard
12/12](https://github.com/paperclipai/paperclip/actions/runs/39460473910/job/118758429932)
stopped after their runners received a shutdown signal. The test steps
were canceled. GitHub rejects the rerun request with HTTP 403: "The
workflow run containing this job is already running". Five other CI jobs
remain active. The next action is to rerun the two interrupted shards
after workflow 39460473910 ends. No application changes were made to
address these runner interruptions.
- To inspect the result, open the feature-map README, follow a recipe
link, and compare its full capability IDs with its access companion.

## Risks

- Low risk. The change updates map documentation only. It changes no
application code or ID schema.
- The readable README index and child labels repeat source IDs. Keep
them aligned when a capability changes.
- Generated capability descriptions now include the visible ID prefix.
Generated IDs, labels, navigation order, and verification fields remain
the same.
- Full local workspace checks and catalog generation remain unverified
for the environment reasons above.

> 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, model `gpt-6.1-sol`, with a 475,000-token context window
and `xhigh` reasoning effort. The model used local file tools, shell
commands, and GitHub CLI access.

## 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
- [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>
2026-10-20 12:00:36 -05:00

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---
navigation: {"section":"Apps, channels, and extensions","sectionOrder":50,"order":40}
---
# Tool gateways and access profiles
Administrators expose selected tools through gateways and reusable access profiles, connect clients, manage tokens, and inspect gateway activity.
Feature ID: `gateways-profiles`.
Implementation: [gateways](../../ui/src/pages/apps/gateways/GatewaysList.tsx), [gateway detail](../../ui/src/pages/apps/gateways/GatewayDetail.tsx), [profiles](../../ui/src/pages/tools/profiles/ProfileWizard.tsx).
Agent access: [companion](../agent-access-map/gateways-profiles.md).
## Sub-features
- `gateway`: `gateways-profiles/gateway` — create/edit an endpoint backed by a tool access profile.
- `profiles`: `gateways-profiles/profiles` — define reusable tool access configuration and inspect draft/detail state.
- `client-connect`: `gateways-profiles/client-connect` — copy the intended endpoint/configuration to an authorized test client.
- `tokens`: `gateways-profiles/tokens` — create/revoke client credentials and verify their scope.
- `activity`: `gateways-profiles/activity` — inspect tool discovery/calls and explicit errors.
## How to get to it (user POV)
### `gateway-client`
Open `/apps/gateways`, then a gateway’s Overview, Apps/Tools, Tokens, and Activity tabs.
### `access-profile`
Open `/apps/advanced/profiles`, create a profile, or follow its detail/edit route.
## Driving it with Playwright and an MCP client
Preconditions: follow the [baseline](./README.md#before-driving-a-journey). Use a fixture tool connection and test client. Record gateway/profile, token owner, transport, and selected company.
Gateway creation selects a profile. Maintain that profile's app/action selection
through the Apps/Tools links; the gateway form is not a separate tool picker.
Use an active organization member for human-scoped access, and check the actual
endpoint authorization independently of whether the admin UI is visible.
### `gateway-client`
Automated: [gateway service](../../server/src/__tests__/tool-gateway-service.test.ts), [connect client dialog](../../ui/src/pages/apps/gateways/ConnectClientDialog.test.tsx), and [token panel](../../ui/src/pages/apps/gateways/panels/TokensPanel.test.tsx) cover service/UI contracts.
Gateway regressions also cover a failed remote call followed by a successful
sibling tool call. Transient failures preserve the catalog. Authentication
failures retain their access gates. Real HTTP timeout fixtures verify an explicit
retry starts a fresh MCP session without replaying the failed action. These
checks do not establish a live provider journey.
Manual: Create a disposable gateway with one harmless tool, connect a client using its provided configuration, discover/call that tool, and inspect activity. Revoke the client token and confirm the same call fails. Test a tool outside the allowed set.
### `access-profile`
Automated: [profile wizard](../../ui/src/pages/tools/profiles/ProfileWizard.test.tsx) and [profile detail](../../ui/src/pages/tools/profiles/ProfileDetail.test.tsx) cover component behavior with mocks.
Backend: [profile entry validation](../../server/src/__tests__/tool-profile-entry-validation.test.ts)
uses isolated PostgreSQL to create and replace a 518-selector assignment with
bounded reference reads. It checks exact selector retention, company boundaries,
invalid input order, and fresh validation after deletion. This does not establish
live client latency.
Manual: Create a bounded profile, choose its offered tools and options, save or resume its draft, and reload the detail. Apply/connect it through the offered flow and inspect the actual client-visible tool set. Verify cancellation and invalid selections retain an understandable draft.
## Gotchas
- A copied endpoint is not proof of client authentication or tool discovery.
- Gateway access cannot replace underlying connection/action permission checks.
- Advanced tool routes require the appropriate admin gate; legacy tool URLs may redirect.
### Storybook verification
#### `tokens`
Capability ID: `gateways-profiles/tokens`.
Scope: ui
Storybook: Mount current TokensPanel with issue controls, once-only token reveal, expiry/actions, revocation confirmation and failures. Old GatewaysTab fixtures and assistant OAuth revocation are insufficient.
Production: Issue bounded token via POST /tool-gateway/gateways/{id}/tokens; call allowed and excluded tools; revoke via /tool-gateway/gateway-tokens/{id}/revoke and verify denial using same client.
Sources: Source: [TokensPanel.tsx](../../ui/src/pages/apps/gateways/panels/TokensPanel.tsx), [tool-gateway.ts](../../server/src/routes/tool-gateway.ts), [tools.ts](../../ui/src/api/tools.ts). Tests: [TokensPanel.test.tsx](../../ui/src/pages/apps/gateways/panels/TokensPanel.test.tsx), [tool-gateway-service.test.ts](../../server/src/__tests__/tool-gateway-service.test.ts), [tool-gateway.test.ts](../../server/src/__tests__/tool-gateway.test.ts)