mirror of
https://github.com/paperclipai/paperclip.git
synced 2026-10-06 21:05:21 +02:00
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents use Connections (the Apps catalog) to act in services like
Notion, GitHub, Google Workspace and Railway
> - Each connector asked the user to answer setup questions before it
went to the provider. Most of the questions already had the correct
answer selected
> - ROADMAP.md lists "simpler setup" for Apps and Connections as ongoing
work. This change continues that work
> - This pull request removes the questions that Paperclip can answer
itself. It states the defaults in one line and moves the choices behind
"Change" and onto the Permissions tab
> - The benefit is that most connectors take one click in Paperclip and
then the provider's own consent screen
## Linked Issues or Issue Description
No public issue exists. This is the description, from the enhancement
template.
**What existing behavior does this improve?**
The setup flow for tool connectors in the Apps catalog.
**Subsystem affected**
Apps and Connections: `ui/src/features/connections`,
`ui/src/pages/apps`, the `packages/shared` app definitions, and the
OAuth routes in `server/src/routes/tool-access.ts`.
**Current behavior**
Every connector opened with an Access step. The step asked who can use
the connection and which agents get it, and both answers were already
selected. 18 connectors also asked "How do you want to connect?" when
Paperclip could rank the methods. The Google apps and Postman also asked
"What should Paperclip be able to do?" before sign-in. The four gateway
connectors (Zapier, Arcade, Composio, Executor) used a separate two-step
wizard. Asana was pinned to a customer-owned OAuth app, so the user had
to register an app in Asana's developer console. The "Set all" control
on the Permissions tab changed only one action. After the user approved
access, Railway's consent page showed "you can close this window" and
did not return to Paperclip.
**Proposed behavior**
One screen per connector, with one primary button. The screen states the
defaults in one sentence, for example "Connects for everyone in your
organization, available to all agents". A "Change" link opens one
Advanced panel. When the provider's metadata allows dynamic client
registration, Paperclip registers a client itself. Connecting lands on
the Permissions tab. On that tab, "Set all" changes every action in the
group.
**Reason and benefit**
The user makes fewer decisions before the connection exists. Most
choices are easier to make after the connection, on the Permissions tab,
where a change has an immediate effect.
**Breaking changes**
None. No schema or API change. Existing connections keep their settings.
## What Changed
- **No Access step.** `ConnectionSetupFlow` no longer has the Access
step. The flow shows the resolved default above the primary button and
on the completion screen. The access controls moved into one Advanced
panel. The panel opens automatically only when a setting in it is
required.
- **A default method for every app.** The flow always picks the ranked
default method. Alternate methods are in the Advanced panel. The Google
and Postman capability choice is not asked before sign-in. The
write-capable method is the default.
- **Gateway connectors.** `RemoteMcpProductionSetup` (Zapier, Arcade,
Composio, Executor) no longer has its own Access step. Its commit path
and the main commit path use one helper, `askFirstCatalogEntryIdsFor`,
for server-suggested defaults.
- **Dynamic registration from live metadata.**
`canRegisterOAuthClientDynamically` now allows registration when the
provider advertises a registration endpoint, even if the catalog entry
lists only customer-owned clients. The Asana and Linear definitions and
catalog text match live probes. Asana issues clients for loopback
callbacks only, so a hosted deployment still needs an Asana app.
- **Connection setup states.** New
`packages/shared/src/connection-setup-state.ts` sorts each method into
`instant`, `authorize`, `paste` or `register`. The gallery card verb
("Connect" or "Add key") comes from this resolver and the instance's
ownership availability.
- **Generic MCP.** The generic path no longer asks "Does it need a key?"
first. A credential challenge from the server shows the key field.
- **Permissions tab.** Each action row shows its risk level. Each group
has a "Set all" control. The control sends one change for the whole
group. Before, each row's save started from the same render, so the
saves overwrote each other. The Zapier/Arcade/Composio/Executor setup
screen had the same defect.
- **OAuth callback interstitial.** A cross-site browser navigation to
`/api/tools/oauth/callback` gets a small same-origin "Finishing your
connection…" page. That page repeats the request, and the repeat does
the code exchange. Railway's consent page replaces itself after about
two seconds, and the code exchange plus tool discovery takes longer than
that. The interstitial uses only a meta refresh, because the OAuth code
is single-use. Requests without `Sec-Fetch-Site: cross-site` take the
old path.
- **Linear registers through its MCP server.** Linear pins the console
endpoints at `linear.app`. Pinned endpoints now replace discovery only
when the method cannot register, or when the connection has an
operator-entered client. So a Linear connection now finds the
registration endpoint at `mcp.linear.app`.
- **Own-OAuth-app recovery stays on the one-click screen.** When the
method also accepts a customer-owned client, the client fields are in
the Advanced panel. The panel opens after a failed sign-in. "Try again"
resumes the draft with the operator's client.
- **E2E specs** follow the one-screen flow. The Access-step clicks are
removed, the specs open **Change** before they pick agents, and they
expect GitHub's **Add key** verb.
- **Default permissions do not change.** New connections still allow
every action. The user can set actions to Ask first or Off on the
Permissions tab.
## Verification
- `cd ui && npx vitest run src/pages/apps src/features/connections
--no-file-parallelism`
- `cd packages/shared && npx vitest run src/app-definitions.test.ts
src/connection-setup-state.test.ts`
- `cd server && npx vitest run src/__tests__/tool-access-service.test.ts
src/__tests__/remote-mcp-connectors.test.ts`
- `pnpm check:token-gates`
- New tests:
- `PermissionsPanel.group.test.tsx` checks that "Set all" sends one
change for the whole group. It fails on the old code.
- `action-permissions.test.ts` checks the group update.
- `connection-setup-state.test.ts` checks the four setup states.
- A server test checks that a cross-site callback gets the interstitial
and does not use the OAuth state, and that the same-origin repeat
completes the connection.
- Manual check on a hosted staging deployment. GitHub, Google Drive,
Composio, Notion, PostHog and Railway each connected from one screen and
returned to the Permissions tab. On Railway, "Set all" changed all 65
write actions, and the change remained after a reload.
- Visual changes: snapshot baselines are intentionally not updated. See
the `doc/design/DECISION-SHEET.md` entry "Per-change snapshot
verification demoted to dormant (Jul 13 2026)".
## Risks
- **Fewer confirmation clicks.** Organization-wide access is the
default, and the user does not confirm it on a separate step. This was
already the preselected answer. The flow shows the default before the
user clicks and again after the connection.
- **Google write scope.** Google apps now request the write-capable
scope by default. A narrower scope needs a new sign-in.
- **Dynamic registration from live metadata.** A provider can advertise
registration and then reject a redirect URI. Asana rejects hosted
callbacks, for example. In that case registration fails, and the
customer-owned client path remains available for recovery.
- **Callback interstitial.** The OAuth callback adds one same-origin
step for cross-site browser navigations. Browsers without `Sec-Fetch-*`
headers use the old direct path.
- Chat and bot connectors (Discord, Telegram, Microsoft Teams, iMessage)
do not change.
> 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
- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (shell, file editing, browser automation) and
extended thinking. It wrote the code, the tests and this description. A
human product owner directed the work and tested it by hand.
## 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
🤖 Generated with [Claude Code](https://claude.com/claude-code)
---------
Co-authored-by: scotttong <squadbot000@gmail.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
272 lines
13 KiB
TypeScript
272 lines
13 KiB
TypeScript
import { expect, test, type APIRequestContext, type Page } from "@playwright/test";
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import { createServer, type Server } from "node:http";
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import { listenOnFetchAllowedPort } from "./fetch-allowed-port";
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// prosumer MCP flow — QA harness for the prosumer Connect-an-app flow on top of the
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// tool-access foundation. Covers the M-series happy path (gallery + key paste
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// → choose access → install → success), the expired-key reconnect path,
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// the Needs-attention surface, and a regression check that /apps/advanced
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// still mounts.
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//
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// The spec boots the shared local_trusted Playwright webServer (see
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// playwright.config), spawns a small in-process mock HTTP MCP server that
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// responds to tools/list with read-only and write-side-effect tools, then
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// drives the wizard via the Apps UI for evidence + screenshots.
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const SCREENSHOT_DIR = "test-results";
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type Seed = { companyId: string; prefix: string };
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async function newCompany(request: APIRequestContext, label: string): Promise<Seed> {
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const res = await request.post("/api/companies", { data: { name: `prosumer MCP flow ${label} ${Date.now()}` } });
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expect(res.ok(), `create company failed ${res.status()}: ${await res.text()}`).toBe(true);
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const company = await res.json();
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return {
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companyId: company.id,
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prefix: company.issuePrefix ?? company.prefix ?? company.urlKey ?? "E2E",
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};
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}
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// ---- Mock MCP HTTP fixture --------------------------------------------------
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// Minimal MCP JSON-RPC server. /catalog refresh hits this with method
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// `tools/list`; the gateway calls it with `tools/call`. We expose one
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// read-only and one write tool so setup can apply risk-based ask-first defaults.
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type MockMcpServer = { url: string; close: () => Promise<void>; captures: Array<{ method: string; params: unknown }> };
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async function startMockMcp(options: { expectedHeader?: string } = {}): Promise<MockMcpServer> {
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const captures: Array<{ method: string; params: unknown }> = [];
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const server: Server = createServer(async (req, res) => {
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if (req.method !== "POST") {
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res.writeHead(405).end();
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return;
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}
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if (options.expectedHeader && req.headers.authorization !== options.expectedHeader) {
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res.writeHead(401, { "Content-Type": "application/json", "WWW-Authenticate": "Bearer" });
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res.end(JSON.stringify({ jsonrpc: "2.0", id: null, error: { code: -32000, message: "Unauthorized" } }));
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return;
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}
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const chunks: Buffer[] = [];
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for await (const chunk of req) chunks.push(chunk as Buffer);
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let payload: { id?: string | number; method?: string; params?: unknown } = {};
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try {
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payload = JSON.parse(Buffer.concat(chunks).toString("utf8") || "{}");
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} catch {
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// fall through to method routing — will land in default
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}
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captures.push({ method: String(payload.method ?? "<unknown>"), params: payload.params });
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if (payload.method === "tools/list") {
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res.writeHead(200, { "Content-Type": "application/json" });
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res.end(
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JSON.stringify({
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jsonrpc: "2.0",
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id: payload.id ?? null,
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result: {
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tools: [
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{
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name: "list_widgets",
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title: "List widgets",
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description: "Read-only listing of widgets.",
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inputSchema: { type: "object", properties: {}, additionalProperties: false },
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},
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{
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// Namespaced name (namespaced tool names): real MCP servers prefix tool names
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// ("github:create_issue"). The classifier must still see the "create"
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// verb and land this under "Can make changes" with the toggle OFF —
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// the old leading-anchor regex fell through to read-only.
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name: "qa10864:create_widget",
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title: "Create widget",
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description: "Creates a widget — has side effects.",
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inputSchema: {
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type: "object",
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properties: { name: { type: "string" } },
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required: ["name"],
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additionalProperties: false,
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},
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},
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],
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},
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})
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);
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return;
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}
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if (payload.method === "tools/call") {
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res.writeHead(200, { "Content-Type": "application/json" });
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res.end(JSON.stringify({ jsonrpc: "2.0", id: payload.id ?? null, result: { content: [{ type: "text", text: "ok" }] } }));
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return;
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}
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res.writeHead(200, { "Content-Type": "application/json" });
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res.end(JSON.stringify({ jsonrpc: "2.0", id: payload.id ?? null, result: {} }));
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});
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const port = await listenOnFetchAllowedPort(server);
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return {
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url: `http://127.0.0.1:${port}/`,
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captures,
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close: () => new Promise<void>((resolve) => server.close(() => resolve())),
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};
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}
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// ---- Helpers ----------------------------------------------------------------
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async function gotoApps(page: Page, prefix: string) {
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await page.goto(`/${prefix}/apps/connections`);
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}
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async function gotoConnect(page: Page, prefix: string) {
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await page.goto(`/${prefix}/apps`);
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await expect(page.getByRole("heading", { name: "Connectors" })).toBeVisible({ timeout: 30_000 });
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const customConnector = page
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.getByRole("list", { name: "Connector list" })
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.getByRole("listitem")
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.filter({ hasText: "Connect your own tool" });
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await customConnector.getByRole("button", { name: "Connect", exact: true }).click();
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await customConnector.getByRole("button", { name: "Connect your own MCP server" }).click();
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}
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async function gotoAdvanced(page: Page, prefix: string) {
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await page.goto(`/${prefix}/apps/advanced`);
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}
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async function gotoNeedsAttention(page: Page, prefix: string) {
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await page.goto(`/${prefix}/apps/connections`);
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}
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// ---- Tests ------------------------------------------------------------------
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test.describe.serial("prosumer MCP flow prosumer MCP flow", () => {
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test.setTimeout(180_000); // vite-dev cold bundling is slow on first hit
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let mock: MockMcpServer;
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test.beforeAll(async () => {
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mock = await startMockMcp();
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});
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test.afterAll(async () => {
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await mock?.close();
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});
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test("Connect wizard happy path: link mode → success", async ({ page, request }) => {
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const seed = await newCompany(request, "connect");
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await gotoConnect(page, seed.prefix);
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// Browse launches the BYO link-mode connect wizard.
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await expect(page.getByText("Connect your own MCP server", { exact: true })).toBeVisible({ timeout: 30_000 });
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await page.screenshot({ path: `${SCREENSHOT_DIR}/prosumer-mcp-01-gallery.png`, fullPage: true });
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// Use the "Connect with a link" path against the mock MCP server.
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const linkInput = page.getByPlaceholder("https://example.com/actions");
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await linkInput.fill(mock.url);
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await page.getByRole("button", { name: "Continue" }).click();
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// There is no separate Access step: the link opens the key screen, which
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// states the default access in one line. The mock needs no key, and a
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// credential challenge from the server is what would ask for one.
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await expect(page.getByRole("heading", { name: "Connect your own MCP server" })).toBeVisible({ timeout: 15_000 });
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await page.screenshot({ path: `${SCREENSHOT_DIR}/prosumer-mcp-02-key-step.png`, fullPage: true });
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// Submit (button label is "Check link").
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await page.getByRole("button", { name: /Check link/i }).click();
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// A successful generic probe commits discovered actions and the stated
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// access defaults transactionally, so the key check lands on success.
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await expect(page.getByRole("heading", { name: /is ready\.$/i })).toBeVisible({ timeout: 30_000 });
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await page.screenshot({ path: `${SCREENSHOT_DIR}/prosumer-mcp-05-success.png`, fullPage: true });
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// Verify the mock saw a tools/list call from the catalog refresh.
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expect(mock.captures.some((c) => c.method === "tools/list")).toBe(true);
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// Return through the UI so a page reload cannot hide a stale catalog cache.
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await page.getByRole("button", { name: "View connection" }).click();
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await expect(page.getByRole("heading", { name: "Connectors" })).toBeVisible({ timeout: 15_000 });
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await expect(page.getByRole("heading", { name: `${new URL(mock.url).host} for the organization`, exact: true })).toBeVisible();
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await page.screenshot({ path: `${SCREENSHOT_DIR}/prosumer-mcp-06-apps-list.png`, fullPage: true });
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});
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test("Expired key → health sweep → Needs attention → reconnect → green", async ({ page, request }) => {
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const seed = await newCompany(request, "attention");
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// Spawn a dedicated mock we can break partway through.
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const ephemeral = await startMockMcp();
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try {
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const connect = await request.post(`/api/companies/${seed.companyId}/tools/apps/connect`, {
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data: { link: ephemeral.url, credentialValues: { "credentials.authorization": "qa-token" } },
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});
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expect(connect.ok(), `connect failed ${connect.status()}: ${await connect.text()}`).toBe(true);
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const connectResult = await connect.json();
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const connectionId = connectResult.connectionId as string;
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const enabledCatalogEntryIds = (connectResult.actions?.readOnly ?? []).map(
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(action: { catalogEntryId: string }) => action.catalogEntryId,
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);
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const finish = await request.post(`/api/companies/${seed.companyId}/tools/apps/${connectionId}/finish`, {
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data: { enabledCatalogEntryIds, askFirstCatalogEntryIds: [], access: "all_agents" },
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});
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expect(finish.ok(), `finish failed ${finish.status()}: ${await finish.text()}`).toBe(true);
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// Break the mock so the next health-check fails (simulates expired key /
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// dead remote — the same observable shape the server uses to mark a
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// connection unhealthy).
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await ephemeral.close();
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const health = await request.post(`/api/tool-connections/${connectionId}/health-check`);
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expect(health.status(), `health-check should fail with the mock down`).toBe(502);
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const before = await request.get(`/api/tool-connections/${connectionId}`);
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const beforeBody = await before.json();
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expect(beforeBody.healthStatus).not.toBe("ok");
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// Needs-attention page should surface this connection.
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await gotoNeedsAttention(page, seed.prefix);
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await expect(page.getByRole("heading", { name: "Connectors" })).toBeVisible({ timeout: 30_000 });
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await expect(page.getByText("Needs attention", { exact: true }).first()).toBeVisible({ timeout: 30_000 });
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await page.screenshot({ path: `${SCREENSHOT_DIR}/prosumer-mcp-07-needs-attention.png`, fullPage: true });
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// App detail should expose the reconnect call-to-action.
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await page.goto(`/${seed.prefix}/apps/${connectionId}`);
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await expect(page.getByRole("button", { name: /Reconnect|Replace key/i }).first()).toBeVisible({ timeout: 20_000 });
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await page.screenshot({ path: `${SCREENSHOT_DIR}/prosumer-mcp-08-app-detail-reconnect.png`, fullPage: true });
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// Bring the mock back so reconnect succeeds.
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const recovered = await startMockMcp();
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try {
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// The reconnect endpoint replaces credentials but does not change the URL,
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// so we update the connection URL through PATCH first to point at the
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// recovered mock — this mirrors what users do when the remote moves.
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const repatch = await request.patch(`/api/tool-connections/${connectionId}`, {
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data: { config: { url: recovered.url } },
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});
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expect(repatch.ok(), `patch url failed ${repatch.status()}: ${await repatch.text()}`).toBe(true);
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await page.reload();
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await page.getByLabel("App key", { exact: true }).fill("fresh-key");
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await page.getByRole("button", { name: "Check & reconnect", exact: true }).click();
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await expect(page.getByText("Reconnected", { exact: true })).toBeVisible();
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await expect(page.getByRole("heading", { name: "This app needs reconnecting" })).toHaveCount(0);
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await expect(page.getByText("Still not working", { exact: true })).toHaveCount(0);
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const after = await request.get(`/api/tool-connections/${connectionId}`);
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const afterBody = await after.json();
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expect(afterBody.healthStatus).toBe("ok");
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} finally {
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await recovered.close();
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}
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} finally {
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await ephemeral.close().catch(() => {});
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}
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});
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test("/apps/advanced mounts the paste-config path", async ({ page, request }) => {
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const seed = await newCompany(request, "advanced");
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await gotoAdvanced(page, seed.prefix);
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await expect(page.getByRole("heading", { name: "Advanced setup" })).toBeVisible({ timeout: 20_000 });
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await page.screenshot({ path: `${SCREENSHOT_DIR}/prosumer-mcp-09-advanced-default.png`, fullPage: true });
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await expect(page.getByRole("link", { name: "Paste a config" })).toBeVisible();
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await expect(page.getByRole("link", { name: /Run your own|Self host|Stdio|Local/i })).toHaveCount(0);
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await page.screenshot({ path: `${SCREENSHOT_DIR}/prosumer-mcp-10-advanced-paste-tab.png`, fullPage: true });
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});
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});
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