PaperClipAI/maps/agent-access-map/chat-channels.md

External chat and email conversations — agent access

Product map: External chat and email conversations.

Review date: 2026-10-12. Source commit: 58e16dbddfc9c8d0cf60867f9d9847f0feda055b. Native REST transport reconciled in this change; see the shared transport contract.

This is a source-reviewed baseline of representative operations and known gaps. Each capability needs operation-level review before its entire scope can be qualified. No live agent execution is claimed. Follow the map contract for format, permission checks, evidence and maintenance.

providers

Review: baseline.

API: present — representative operation IDs:

• POST /api/companies/{companyId}/chat-endpoints.

Agent access: restricted — Board setup APIs; native connection request can ask for setup.

Policy: Endpoint management/identity linking requires a board user; delivery is server-owned and agent tools use scoped assignments.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — assert the documented agent denial with an owned test fixture; verify any listed agent request/result path separately. A delegated operation needs its own policy and access review.

Gaps: Provider installation and account enrollment are not available to an ordinary agent actor.

Speko UI reconciliation (2026-10-13): experimental voice setup uses the same board-managed endpoint boundary. Source review follows the merged voice runtime and the UI integration; live provider qualification is still separate.

identity

Review: baseline.

API: present — representative operation IDs:

• POST /api/chat-identity-links/confirm.

Agent access: restricted — Human identity-link flow.

Policy: Endpoint management/identity linking requires a board user; delivery is server-owned and agent tools use scoped assignments.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — assert the documented agent denial with an owned test fixture; verify any listed agent request/result path separately. A delegated operation needs its own policy and access review.

Gaps: Identity linking requires a signed-in board user, rollout admission and provider checks at the HTTP route. Native call_api preserves these permissions.

conversation

Review: baseline.

API: present — representative operation IDs:

• POST /api/chat-endpoints/{endpointId}/conversations/{conversationId}/publications.

Agent access: partial — Assigned-agent reply pipeline; native completion; provider tools where assigned.

Policy: Endpoint management/identity linking requires a board user; delivery is server-owned and agent tools use scoped assignments.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — exercise a listed permitted operation with actual agent credentials/run context; inspect its result and applicable persistence/attribution. Assert the relevant denied actor, owner, company or mode from Policy. Review the remaining operations before qualifying the whole capability.

Gaps: Normal agent replies work through server delivery. Explicit endpoint publication APIs are board management paths.

GitHub publication recovery (2026-10-14): assigned-agent submit_review, comment, and update_comment calls reuse their run-, task-, endpoint-, and argument-bound publication on an exact retry. Fresh gateway policy and provider authority remain required. The durable worker resumes transient failures after restart and stops at its retry cap, revoked authority, or a superseded head. A pending receipt is not task completion. Source: publication service and gateway. Verification uses PostgreSQL-backed provider fixtures; this entry does not claim live provider qualification for the new retry path.

Speko browser sessions use POST /api/companies/{companyId}/voice-sessions, with GET inspection/notification and POST /{sessionId}/end operations below that collection. These routes require board identity; ordinary agent credentials cannot start a private voice session. Start and notification also require the experimental chat-connectors gate. Signed provider callbacks use the separate voice-webhook routes and their session capability. Evidence: source-only — voice routes. No live browser answer retrieval or telephone playback is established by the UI fixtures.

Slack's Require at-mention policy applies to channel messages and channel thread replies, including queued work. DMs are exempt from mention checks; endpoint availability, Allow direct messages, and sender authorization still apply. Top-level DM replies retain their linear conversation destination. Source: admission and queued run policy. Live Slack verification of this exemption remains separate from provider-fixture coverage.

New conversations resolve typed project/workspace defaults from their endpoint and destination under the task-creation transaction. Defaults do not authorize private sources: admission checks the linked user's authority and assigned agent. An existing conversation keeps its task binding. See creation service and defaults contract.

attachments

Review: baseline.

API: present — representative operation IDs:

• GET /api/issues/{id}/attachments.
• POST /api/companies/{companyId}/issues/{issueId}/attachments.

Agent access: partial — Native register_deliverable / attachment tools when admitted; agent REST; server-owned delivery.

Policy: Endpoint management/identity linking requires a board user; delivery is server-owned and agent tools use scoped assignments.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — exercise a listed permitted operation with actual agent credentials/run context; inspect its result and applicable persistence/attribution. Assert the relevant denied actor, owner, company or mode from Policy. Review the remaining operations before qualifying the whole capability.

Gaps: Uploading/registering is supported. Provider delivery status and board replay are separate operations.

lifecycle

Review: baseline.

API: present — representative operation IDs:

• GET /api/chat-endpoints/{endpointId}/activity.
• PATCH /api/chat-endpoints/{endpointId}.
• PUT /api/chat-endpoints/{endpointId}/resources configures destination defaults.

Agent access: restricted — Board lifecycle APIs; agent requests repair when blocked.

Policy: Endpoint management/identity linking requires a board user; delivery is server-owned and agent tools use scoped assignments.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — assert the documented agent denial with an owned test fixture; verify any listed agent request/result path separately. A delegated operation needs its own policy and access review.

Gaps: Activity/repair/replay/disable use board endpoint access, not the agent's ability to reply.

Endpoint/destination execution defaults use the same board-only management boundary. Agents select an authorized workspace for their current task through the workspace APIs, rather than editing channel configuration.

Speko callback preferences, incoming phone configuration/approval, and call history use the company-scoped voice-callbacks, voice-phone, and voice-history routes. Their UI controls do not grant agents board authority. See voice routes; service-level caller/session permissions and real provider delivery need separate verification.

GitHub review summary headings use the bot display name. Checks remain independently scoped by GitHub App and endpoint/PR/commit identity.