Files
PaperClipAI/doc/connections/POSTHOG.md
T
DottaandPaperclip f449b05bc5 feat(apps): unify permissions and action testing (#12802)
## Thinking Path

> - Paperclip is the control plane for companies that use AI agents.
> - Apps give humans and agents controlled access to external services.
> - The existing app detail flow split permissions, tests, setup, and
activity across separate pages.
> - The split made access rules harder to understand and made reconnect
work hard to find.
> - New write actions also defaulted to Ask first, which did not match
the intended connection policy.
> - This pull request combines permission control and action testing,
removes the setup page, and moves connection activity into Audit.
> - The benefit is one clear place to configure, test, reconnect, and
review each app.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The installed app Permissions, Test, Setup, and Activity views.

**Subsystem affected**

Cross-cutting. This change updates the React UI, shared app defaults,
server permission behavior, tests, smoke scripts, and connection
documentation.

**Current behavior**

App access and action testing use separate pages. The app detail view
also links to a setup page after installation. Connection activity uses
a separate tab. New write actions default to Ask first.

**Proposed behavior**

Permissions uses the connection access language from the initial flow.
It includes searchable Read and Write sections, a three-state permission
control, and a Test dialog for each action. Reconnect appears below a
Needs attention header on Permissions and Review. Old Setup and Test
links redirect to Permissions. Old Activity links redirect to the
filtered company Audit feed. New write actions default to Allowed.

**Reason and benefit**

A person can understand and test app access without moving between
several pages. Reconnect work stays visible where the person reviews the
connection. Audit events use one consistent feed and filter model. New
connections have the intended default policy.

**Breaking changes**

The Setup, Test, and app Activity tabs are removed. Existing deep links
redirect to their replacement pages. Existing saved action permissions
do not change. Only defaults for new write actions change.

**Additional context**

This builds on the managed app connection work in #12728. A search found
no duplicate open pull request or issue.

## What Changed

- Combined action testing with Permissions.
- Added searchable Read and Write action groups.
- Added Off, Ask first, and Allowed controls with tooltips.
- Added an action Test dialog with agent selection, arguments, and
formatted results.
- Removed the installed-app Setup and Activity tabs.
- Added reconnect guidance to Permissions and Review when a connection
needs attention.
- Routed connection activity into the company Audit feed and preserved
the Apps & tools filter in streamlined Audit.
- Moved connection removal to the Connectors-page management menu.
- Made new write actions default to Allowed across connection creation
paths.
- Updated regression tests, browser suites, smoke scripts, and
connection documentation.

## Verification

- `pnpm check:token-gates`
- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
server/src/__tests__/generic-mcp-connection.test.ts
server/src/__tests__/tool-access-service.test.ts
ui/src/components/AppConnectionSidebar.test.tsx
ui/src/pages/apps/AppDetail.test.tsx
ui/src/pages/apps/AppNotConnected.test.tsx
ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx
ui/src/pages/apps/Connections.test.tsx
ui/src/pages/apps/composio-services.test.ts
ui/src/pages/audit/AuditFeed.test.tsx
ui/src/pages/tools/PasteConfigTab.test.tsx` (517 tests passed)
- `pnpm exec vitest run ui/src/pages/apps/app-detail/TestPanel.test.tsx
ui/src/pages/audit/AuditHub.test.tsx
ui/src/pages/audit/AuditFeed.test.tsx
ui/src/pages/apps/AppDetail.test.tsx ui/src/pages/apps/Browse.test.tsx`
(96 tests passed)
- Targeted Playwright verification for connection removal, rename on
Permissions, inline action testing, and Smoke Lab Audit evidence (5
flows passed)
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run` completed with 5,755 passing tests and 20 unrelated
macOS harness failures. The failures use `/tmp` versus `/private/tmp`,
invalid ports above 65535, and workspace fixtures outside this change.

## Risks

- Low migration risk. This change has no database migration.
- Old app-detail URLs depend on redirect compatibility.
- New connections grant write actions by default. Finalization remains
configure-authorized and audited, Ask first and Off remain available per
action, and existing connections keep their saved policy.

> 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, exact model ID `gpt-5`. The client does not expose the
context-window size. The model used reasoning, repository tools, code
execution, and browser verification.

## 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>
2026-09-03 21:23:26 -05:00

5.0 KiB

PostHog connection

Paperclip connects to PostHog's hosted MCP service at https://mcp.posthog.com/mcp. The connection supports two explicit methods:

  • browser OAuth, which is recommended for hosted PostHog accounts; or
  • a PostHog personal API key stored as a Paperclip secret and sent as an Authorization: Bearer ... header.

The retained Vercel Connect implementation can reference a connector managed in Vercel without storing a PostHog bearer. That preview's new-connection UI is currently withheld; the supported product path remains PostHog OAuth or an API key managed directly by Paperclip.

Paperclip does not silently fall back from OAuth to an API key. The selected method is saved on the connection and reused for reconnects.

This curated connection is the polished route and is what most users should use: it provides branding and optional project/read-only/feature/tool controls, field validation, and tailored guidance. None of it is required to reach PostHog's MCP server. Since PAP-17087, PostHog can also be connected generically from Connect your own MCP server by pasting https://mcp.posthog.com/mcp — with a personal API key, with explicit headers, or through browser sign-in — with no Paperclip-specific code involved. See Connecting any remote MCP server.

Service involvement

PostHog hosts both the MCP resource and OAuth authorization service. Paperclip discovers the OAuth endpoints, dynamically registers the client when needed, stores returned credentials as secret references, and handles the callback at /api/tools/oauth/callback. No Paperclip-operated vendor relay is involved.

sequenceDiagram
    actor A as Administrator
    participant P as Paperclip
    participant M as mcp.posthog.com
    participant O as oauth.posthog.com

    A->>P: Choose PostHog sign-in
    P->>M: Discover protected-resource metadata
    M-->>P: Authorization server metadata URL
    P->>O: Discover endpoints and register OAuth client
    O-->>P: Client registration
    P-->>A: Open browser authorization
    A->>O: Approve access
    O-->>P: Redirect to /api/tools/oauth/callback
    P->>O: Exchange authorization code
    O-->>P: Access and refresh tokens
    P->>M: tools/list with optional project and catalog controls
    M-->>P: PostHog tool catalog

The current hosted endpoints are:

Purpose Endpoint
MCP resource https://mcp.posthog.com/mcp
Protected-resource metadata https://mcp.posthog.com/.well-known/oauth-protected-resource/mcp
Authorization-server metadata https://oauth.posthog.com/.well-known/oauth-authorization-server
Authorize https://oauth.posthog.com/oauth/authorize/
Token https://oauth.posthog.com/oauth/token/
Dynamic client registration https://oauth.posthog.com/oauth/register/
Revoke https://oauth.posthog.com/oauth/revoke/
Paperclip callback /api/tools/oauth/callback

Redirect-URI constraints and token lifetimes remain provider-controlled and must be rechecked during credentialed QA; Paperclip does not encode guessed values for either.

Administrator setup

  1. In Apps → Browse, choose PostHog.
  2. Explicitly choose Sign in with PostHog or Use a personal API key.
  3. Continue directly with PostHog's defaults. No project ID is required.
  4. Open Advanced only when you need to pin the connection to a numeric project ID, force Read-only mode, use a customer-owned OAuth app, or narrow the catalog with Feature groups or Individual tools.
  5. The default setup requests all feature groups and tools. Paperclip fixes the advanced response mode to individual tools so each action can be governed; CLI mode is unavailable until nested execution is governed.
  6. For OAuth, continue through browser consent. For API-key setup, create a personal API key using PostHog's MCP Server preset and paste it into Paperclip. Never put the key in connection configuration or a URL.
  7. Review discovered actions. Every discovered action starts Allowed, including writes and destructive actions. Unknown PostHog tools are still classified as write risk so operators can identify and narrow them when needed.

When configured, Paperclip sends the optional project pin as the x-posthog-project-id managed header. Without it, PostHog keeps an active project and exposes its project-switching tool. Pinning removes that switching capability. Paperclip sends configured readonly, features, tools, and internally managed mode values as query parameters. Leaving the optional feature and tool filters blank exposes the full catalog. The managed header is identical during catalog discovery and tool execution, and a caller cannot override it. PostHog documents these options in its MCP overview and MCP FAQ.

PostHog does not charge for MCP requests themselves, but the actions they perform can consume normal PostHog usage or AI credits.