Files
PaperClipAI/doc/connections
2e35730637 feat(chat): receive sealed Slack events through the current SDK owner (#19019)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Slack connectors turn authenticated messages into company work.
> - Direct callbacks need an awake tenant.
> - Cloud can retain authenticated asynchronous events until the tenant
wakes.
> - Replay must preserve the original callback proof and current
endpoint authority.
> - Configuration changes must retain registration responsibility
through failures.
> - This PR enrolls verified Slack identities and drains sealed events
through the normal SDK owner.

## Linked Issues or Issue Description

**Subsystem affected**

Server chat connectors and signed Cloud connector delivery.

**Problem or motivation**

Direct Slack Events API delivery depends on an awake tenant. Broker
outages, lost responses and configuration changes must preserve delivery
and registration responsibility. Enrollment failures must also leave
other connector events able to drain.

**Proposed solution**

Stage nonsecret enrollment or retirement intent inside the local
configuration transaction. Let the existing connection-event owner
perform broker requests and retries. Replay sealed events through the
current Slack SDK with their original authentication evidence.

**Alternatives considered**

An early acknowledgment for every callback changes command and modal
semantics. A second delivery ledger duplicates existing ownership.
Reusing a new stack identity to retire old registrations crosses an
authorization boundary.

A companion Cloud broker change is required. Related setup fixes: Refs
#18837, Refs #18878. Kickoff searches found no competing async
enrollment consumer. The ROADMAP's connector setup and access controls
stay in place.

## What Changed

- Persist enrollment and credential-free retirement intent before local
configuration commits. Broker failure does not make a completed pause or
removal look unsuccessful.
- Bind company, endpoint, connection, public ID, generation and
authorized actor. Preserve lost-response responsibility and recover only
the supported same-instance configuration outage.
- Permit an explicit move to a new authorized stack only after confirmed
old retirement. Keep the old identity until the new broker receipt
matches the current intent and generation.
- Show permanent signing-credential failures as attention. Preserve
transient retries and reject uncertain inbound authentication before SDK
admission.
- Drain events and acknowledgments before enrollment reconciliation.
Persist a bounded retry on the exact busy intent so other due endpoints
can enroll or retire. Preserve current custody under concurrent changes.
- Stage retirement in the Apps removal transaction too. Archive the
endpoint and connection, retain the original subject and instance, then
revoke credentials. Retirement does not need the deleted Slack
credential.
- Acknowledge a malformed sealed Slack receipt as invalid once. Keep
actual broker outages on the retry path.
- Run the real configuration, SDK ingress, generation fences and public
Apps removal paths in the default SQL suite. Keep Vitest transport
helpers outside production services.
- Preserve original callback bytes, signature, time and public URL
evidence. Use the existing transactional chat-delivery ledger for
redelivery.
- Provide a checked-in prewire guard and launcher using the current Node
executable. Add broker, worker, SDK, SQL and controlled-process
acceptance.
- Stabilize AI account summaries by ID and grant ID. This fixes a CI
migration-repeat equality failure without changing SQL, authorization or
reconnect behavior.
- Open the four configured database connections before the enrollment
test freezes its clock. Keep all 35 original assertions and all
timeouts.
- Measure status-card dispatch entry before its mock does database work.
Keep the original strict 500 ms bound and check any still-armed earlier
deadline. Bound that fixture's pool to four connections.

## Verification

- Candidate: `54fa701d41b4ced62f4ff338d39b946015670ae3`. Normal merges
preserve master `47027e7` and all owned changes. A read-only merge
assessment against fetched master `cb5d7e44` is conflict-free. The only
overlapping file has separate AI test additions. The branch has not
merged that later master; fresh remote checks must validate the current
PR test tree.
- At this head, normal server production typechecking and declaration
emission passed in 35.24s. The affected actual CI test shard passed in
6.27s. Other unchanged CI layers, 92 affected pure controls and 12 guard
controls retain their source-matched results.
- All **15 default real-PostgreSQL cases passed in 34.66s**, with no
skips or filtering. They cover normal configure and SDK ingress,
rollback, stale generations, malformed receipts, busy-lease fairness,
concurrent intent custody, unknown errors, and public Apps removal.
Removal tests check actual credential revocation, retained retirement
through outage and repeat removal, one ordinary retry and confirmed
retirement, transaction rollback and foreign-company refusal.
- The public removal counterfactual failed before the fix: archival and
credential revocation passed, but the inactive intent was absent. The
same test source passed after the staging call. Separate counterfactuals
also reproduced busy-endpoint starvation and malformed-receipt retries.
Original failures remain retained.
- The paired broker/SDK/process journey passed in 31.98s at ancestor
`0324c011`. It preserves callback proof, lost-ACK redelivery, exactly
one comment, one delivery and one successful controlled process. Its
test, producer, SDK, guard and runtime bytes are unchanged. The new
public Apps archive branch is not called by that journey; its evidence
carries on that checked basis.
- The new SQL cases need no companion Cloud checkout. Normal CI runs
them with the repository fixture. For an existing dedicated PostgreSQL
fixture, set `PAPERCLIP_SLACK_OWNER_TEST_DATABASE_URL` and
`PAPERCLIP_TEST_POSTGRES_ADMIN_URL`, then run `node
server/scripts/test-slack-cloud-owner.mjs` with Node24. The optional
paired launcher still requires the normally built companion Cloud
checkout.
- Every pool was bounded to four or fewer connections. The final 15-case
run sampled three runtime clients plus one observer. The independent
final audit found zero clients and all five recorded processes absent.
Earlier closing-socket observations are kept separate from final
cleanup.
- Earlier unrelated CI failures are documented: [enrollment
timeout](https://github.com/paperclipai/paperclip/actions/runs/41944373937/job/126973483754)
and [status-card observation
bound](https://github.com/paperclipai/paperclip/actions/runs/41944373937/job/126973483843).
The enrollment test retains all 35 assertions and its original timeouts.
A controlled connection probe established the frozen-clock mechanism;
the original remote access history remains unknown. The status-card
fixture measures dispatch entry with the original strict 500ms bound. A
real delayed-dispatch control fails that bound.
- Full local workspace typecheck, build and test inventory was not run
because its embedded-cluster and wider resource paths exceed this local
lease. Exact-head remote CI now passes: 54 successful checks, three
skips and Ponytail's neutral check, with aggregate verification green
and the legacy security context independently confirmed successful. Both
complete bot reviews are 5/5, with all 13 paginated review threads
resolved. Seven execution jobs originally reported runner shutdown; one
diagnostic rerun recovered them and the dependent aggregate check.
Original logs remain retained, and the underlying shutdown cause is
unknown. This is recovery evidence, not a product-fix claim.
- Provider responses are controlled. This proves local SQL, broker, SDK
and process behavior. It does not prove live Slack, agent tools,
synchronous callbacks or deployed suspension.

## Risks

The companion broker is required. Outage or conflicting authority can
leave explicit pending or attention responsibility. A move between
stacks requires confirmation from the old authorized owner first.
Synchronous commands, actions, modal validation, options and challenges
retain their deadlines and endpoint blocker. This slice grants no full
Slack endpoint sleep exemption. No deployed suspension or savings claim
is made.

## Model Used

OpenAI `gpt-6.1-sol` workers through Codex, with reasoning, repository
tools and code execution. The served backend revision and context limit
are not exposed. A GPT-6-family coordinator performed technical review
and integration.

## 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>
Co-authored-by: Codex <noreply@openai.com>
2026-11-06 15:22:51 -06:00
..

Apps, Connections, and Integrations

Audience: internal engineers and product contributors working on integrations.

Start here when adding a provider: Connection authoring runbook. It is the canonical agent tutorial from provider research and protocol classification through manifest generation, branding, secrets, deterministic tests, real-account proof, and PR submission.

Chat and email channels: conversation-channel contract, question inventory and quality bar, and per-provider question coverage index.

Runtime authentication: AI Connections.

Long-term memory: Experimental memory connectors.

Provider notes: Google Workspace, Gmail, Asana, Sentry, PostHog, Braintrust, Neon, Superagent, Gauge, Ditto, 1Password, Unikraft, AgentMail, Telem.AI, iMessage Photon, Enterpret, Supabase, and Vercel. Optional credential custody: Vercel Connect.

Post-read action: classify a new integration request, pick the right Paperclip layer to change, and avoid creating a parallel connection framework.

Decision Record

Board decisions from PAP-13211 make the Apps v2 substrate on the PAP-10341 branch canonical:

  • D1: Apps v2 is the substrate. The active model is tool_applications, tool_connections, catalog entries, profiles, policy rules, action requests, gateway sessions, audit events, and runtime slots. Connections v1 is retired as an implementation path.
  • D2: one credential authority per connection, brokered projections. The default is the Paperclip instance vault: durable third-party credentials live in company_secrets as secret refs. A reviewed remote MCP method may instead opt in to Vercel Connect, in which case Vercel is the durable credential authority and Paperclip stores only the connector reference and redacted grant metadata. A connection must never mix those two sources. Adapter config, plugin config, harness credential files, and run environments may receive only brokered or projected credentials.
  • D3: the vocabulary and three-door IA are product law. The default product doors are Apps, Connections, and Review. Protocol and operator-depth concepts live behind Developer or Advanced surfaces.
  • D4: unification lands on PAP-10341. Pages, CircleBack-style harness MCP OAuth, provider gallery work, and plugin-provided integrations converge on this branch instead of spawning new integration substrates.
  • D5: inbound stays thin. External clients that call Paperclip use scoped Paperclip tokens and existing profiles/rules. They do not get a separate permission model.

Canonical Object Model

Use connection as the unifying noun. A connection is four things:

  1. A stored credential reference.
  2. A capability catalog.
  3. A governance layer.
  4. An audit trail.

Everything else is an axis on that object:

Axis Values It answers
Direction outbound, inbound Who is the client?
Transport MCP, native REST/OpenAPI, OAuth app install, webhook How do bytes move?
Auth mode OAuth, API key/PAT, app installation, none What does the secret represent?
Credential owner company, user, run Whose identity acts?
Packaging catalog entry, plugin, skill How does it ship?

MCP is a transport, not a product category. "Install the Discord app", "connect Google Drive", and "add an MCP endpoint" all produce governed connections with different transport/auth values.

Layer Stack

When you are unsure where a change belongs, place it on the narrowest layer that solves the problem:

Layer Owns Examples
Surface user-facing Apps, Connections, Review, Developer/Advanced screens gallery cards, setup wizard, review queue
Governance profiles, bindings, allow/ask-first/block rules, quarantine, audit read-only profile, ask-first write policy
Capability action catalogs, schemas, risk classes, changed-tool review search_issues, create_comment, schema hash
Credential company_secrets, OAuth broker, credential resolver, token broker Slack bot token ref, Google OAuth refresh token ref
Identity actor attribution and token exchange board user, agent run, first-party service identity
Transport how the external system is reached remote HTTP MCP, local stdio, REST/OpenAPI, webhook

The agent should not hold a durable provider credential. It should hold a Paperclip run/session token; the server or broker resolves the connection, checks governance, invokes the provider, and writes audit.

Identity vs. connections

Signing a user in and connecting a resource are different planes with different owners, different token profiles, and different homes. Do not merge them. This section is the public, connections-side statement of the identity model so connector implementers inherit the rule without depending on private identity-service documentation or re-deriving it.

Plane Question Lives where Token profile
P1. Sign-in methods Who are you? paperclip-id (id.paperclip.ing → Account) Minimal-scope provider tokens (openid email profile), used once to authenticate, encrypted at rest, never exported
P2. Connections (Apps) What may your agents touch? Paperclip App instances (tool_connections), acquired via the connect broker for hosted + self-hosted Rich-scope, long-lived resource tokens in the instance's encrypted vault; per-agent grants; risk-tier policy defaults
P3. Login with Paperclip Who may authenticate against us? paperclip-id OIDC provider + DB-backed client registry Our ES256 ID/access tokens issued by us to registered RPs (instances, the broker, future third parties)

Everything in doc/connections/ — the First-30 matrix, the connection authoring runbook, and the connect-broker work — lives on plane P2. It never acquires, stores, or brokers a P1 sign-in token.

The standing rule (D7)

Adopted as a standing rule (decision D7) with the identity-model plan. State it verbatim in any P2 design so the app-store work cannot drift into merging the planes:

Sign-in tokens are never reused as resource tokens; id.paperclip.ing never stores resource tokens; no connections hub on the ID service.

P2 tokens flow broker → instance vault as pass-through only; the id.paperclip.ing Account page therefore must not grow a "Connections" hub. The reasons to hold the planes apart (from the plan §3):

  • Scope discipline. Sign-in wants the narrowest grant; connections want deliberately broad ones. One button that does both is how you grant repo access just to log in.
  • Blast radius. id.paperclip.ing holding every customer's Vercel/Slack/GitHub resource tokens would make it the single juiciest target in the fleet; the broker is intentionally pass-through.
  • Self-hosted symmetry. Instances own their vaults, so self-hosters don't depend on our uptime to use their own connections.
  • Legibility. Sign-in and connections answer different user questions, and every product we benchmarked (Vercel, Railway, GitHub, Google) keeps them on separate pages with separate names.

The explicit Vercel Connect exception does not change D7 or merge P1 and P2. The operator chooses Vercel as the P2 credential authority for an individual connection. id.paperclip.ing is not involved, and neither sign-in tokens nor provider tokens pass through it. The deployment's Vercel access token or workload OIDC identity is bootstrap authority for that external vault, not a provider resource credential.

Naming alignment

Use the surface-correct name for each plane; they intentionally differ:

Surface Plane Name to use
Paperclip App instances P2 "Connections"
id.paperclip.ing Account P1 "Ways to sign in"
id.paperclip.ing admin P3 "OIDC clients" (until the app store productizes it)

Packaging Rule

Default to a catalog entry when an integration can be described as metadata: manifest, auth config, action catalog, resource filters, and policy defaults.

Use a plugin only when the integration needs product code such as custom UI pages, its own tables, workers, migrations, routines, or specialized ingestion. A plugin may bundle catalog entries, but it must not bypass the connection, profile, policy, credential, and audit model.

Use a skill for agent instructions. Skills may use connections; they must not own durable tokens.

Canonical Docs

  • Glossary defines product and internal terms.
  • Identity vs. connections is the public statement of the P1/P2/P3 boundary and the D7 standing rule for connections work.
  • Security threat model harvests the keeper from PAP-2359 and maps it onto Apps v2.
  • First-30 matrix harvests the keeper from PAP-2432 and is the source matrix for connector playbook work.
  • Connecting any remote MCP server is the baseline: how an operator connects a standards-compliant remote MCP endpoint with no Paperclip code change, and how sign-in resolves a client.
  • Connection authoring runbook is the one end-to-end, agent-executable guide for adding a vendor as a catalog entry on Apps v2: research, connection-type selection, OAuth/API-key/generated-URL setup, encrypted credential handling, branding, implementation, browser and live-provider testing, verification, and PR submission.
  • Vercel Connect operator guide documents the optional external credential source, deployment flags, runtime resolution, recovery, and smoke requirements.
  • MCP access governance remains the operator runbook for the current gateway, profile, policy, approval, runtime, and audit APIs.

Migration Notes

Connections v1 contributed useful policy, UX, and rollout thinking, but its implementation branch is no longer the target. When you see old tickets or code using connections, connection_grants, or a provider-directory mental model, translate the intent into Apps v2:

Connections v1 intent Apps v2 home
Provider directory Apps gallery / tool_applications
Configured provider instance Connection / tool_connections
Grant allowlist Profiles, profile bindings, policies
Resource filters Policy/profile conditions plus provider config
Tool broker Tool gateway and runtime supervisor
Connection UX tail Apps, Connections, Review, Developer/Advanced IA

Do not add new work to the retired v1 branch. If an old ticket still describes a valid product gap, retarget it to an active Apps v2 issue or close it as superseded with a link to the replacement.

For Slack chat bot creation, installation, recovery, and live qualification, see Automatic Slack app setup.