Files
PaperClipAI/docs/api/secrets.md
T
ad961227f5 feat(secrets): add user-specific runtime secrets (#8825)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs often need provider credentials, API tokens, and other
environment-bound secrets.
> - Company-level secrets work for shared credentials, but they do not
model values that should differ by human operator.
> - Without a user-scoped model, a run can dispatch without knowing
whether the responsible human has supplied the needed value.
> - Paperclip also needs run attribution to make those user-scoped
runtime checks deterministic and auditable.
> - This pull request adds user-specific secret definitions, per-user
values, environment bindings, responsible-user attribution, and runtime
resolution gates.
> - The benefit is that teams can define the secret once, let each user
provide their own value, and block runs before dispatch when required
user secrets or active definitions are unavailable.

## Linked Issues or Issue Description

Refs #224
Refs #6057

This PR implements user-specific secret support as a core
secret-management capability rather than a one-off adapter setting. It
is related to existing public work on company secrets UI and runtime
secret refs, but is distinct because the value is owned by the
responsible user and resolved at run dispatch time.

Related PR search before opening found existing secrets work such as
#1550, #8256, #8614, #8634, and #8647; none of those add the full
user-secret definition/value/runtime gate covered here.

## What Changed

- Added user-secret definitions and per-user "My secrets" values,
keeping stored values out of access metadata.
- Added `user_secret_ref` environment bindings and UI affordances to
pick them alongside existing secret refs.
- Added responsible-user runtime resolution so user-secret refs resolve
against the human responsible for the run.
- Added pre-dispatch missing-secret gates so runs fail before adapter
dispatch when required user values are absent or definitions are
inactive.
- Added low-trust allowlist hardening for user-secret runtime access.
- Added issue, routine, run, and agent API key responsible-user
attribution and fail-closed dispatch behavior when attribution cannot be
resolved.
- Added denial-copy mapping so responsible-user authorization failures
surface as actionable run outcomes instead of opaque setup failures.
- Added OpenAPI documentation for the user-secret routes.
- Rebases cleanly on current `master`; migrations were renumbered
incrementally as `0128_user_specific_secrets`,
`0129_agent_api_key_responsible_user`, and
`0130_run_responsible_user_invariant` after upstream `0126`/`0127`
migrations.
- Removed previously committed local design screenshots so the PR
contains code/docs/tests only.

## Verification

- PASS: PR head `2527febd106bcf3ca264ca0da7fca491084192d6` is based on
`paperclipai/paperclip:master`.
- PASS: `git diff --check`
- PASS: `git diff --name-only public/master...HEAD | rg
'^(pnpm-lock\\.yaml|\\.github/workflows/|screenshots/)' || true`
produced no files.
- PASS: migration journal audit confirmed unique indexes through `130`
with tail entries `0126_issue_comment_derived_attribution`,
`0127_environment_custom_images_instance_scoped`,
`0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and
`0130_run_responsible_user_invariant`.
- PASS: `pnpm --filter @paperclipai/ui typecheck`
- PASS: `pnpm --filter @paperclipai/server typecheck`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-responsible-user-invariant.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-active-run-output-watchdog.test.ts
src/__tests__/heartbeat-stale-queue-invalidation.test.ts
src/__tests__/heartbeat-workspace-finalize-branch.test.ts
src/__tests__/issue-monitor-scheduler.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-comment-wake-batching.test.ts
src/__tests__/heartbeat-retry-scheduling.test.ts
src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts
src/__tests__/heartbeat-plugin-environment.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/low-trust-red-team-routes.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/secrets-service.test.ts` (55 tests)
- PASS: `pnpm vitest run server/src/__tests__/secrets-routes.test.ts
server/src/__tests__/secrets-service.test.ts` (89 tests after final
Greptile cleanup fixes)
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-issue-liveness-escalation.test.ts` (17 tests
after the final rebase CI fix)
- PASS: focused server Vitest batches covering heartbeat recovery,
project env, plugin env, routines, low-trust, pipelines, monitors,
watchdog, and stale queue paths.
- PASS: GitHub checks are green on
`2527febd106bcf3ca264ca0da7fca491084192d6`, including Typecheck +
Release Registry, Build, General tests, serialized server suites, e2e,
Canary Dry Run, verify, security checks, and Greptile Review.
- PASS: Greptile Review completed successfully on
`2527febd106bcf3ca264ca0da7fca491084192d6` with Confidence Score 5/5,
and GraphQL review-thread audit returned zero unresolved non-outdated
threads.

## Risks

- Runtime behavior now depends on a run having a correct responsible
user; missing or incorrect responsibility assignment can block runs
before adapter dispatch.
- `user_secret_ref` bindings intentionally expose metadata without
values, but UI/API callers may need to handle the new binding kind
explicitly.
- External secret providers and IAM policies are not automatically
provisioned by this PR; operators still need to configure provider-side
access for non-local vaults.
- The PR is broad across db/shared/server/UI/runtime paths, so release
validation should include both API and UI secret workflows before merge.
- The migration renumbering is intentionally incremental after upstream
migrations; the branch migrations use guarded
column/table/index/constraint creation so users who tested the older
draft numbering should not hit duplicate DDL for the existing objects.

> 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, GPT-5-based coding agent (`gpt-5`), Codex local adapter
with shell/tool use and code execution. Context window and internal
reasoning mode are not exposed by the runtime.

## 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: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-05 05:58:20 -05:00

14 KiB

title, summary
title summary
Secrets Secrets CRUD

Manage encrypted secrets that agents reference in their environment configuration.

List Secrets

GET /api/companies/{companyId}/secrets

Returns secret metadata (not decrypted values).

Create Secret

POST /api/companies/{companyId}/secrets
{
  "name": "anthropic-api-key",
  "value": "sk-ant-..."
}

The value is encrypted at rest. Only the secret ID and metadata are returned.

To link a provider-owned secret without copying the value into Paperclip, create an external-reference secret:

{
  "name": "prod-stripe-key",
  "provider": "aws_secrets_manager",
  "managedMode": "external_reference",
  "externalRef": "arn:aws:secretsmanager:us-east-1:123456789012:secret:paperclip/prod/stripe",
  "providerVersionRef": "version-id-or-label"
}

Paperclip stores the provider reference and a non-sensitive fingerprint only. The value is resolved, when the provider is configured, through the server runtime path that enforces binding context and records access events.

Provider Health

GET /api/companies/{companyId}/secret-providers/health

Returns provider setup diagnostics, warnings, and local backup guidance. Health responses must not include secret values or provider credentials.

For aws_secrets_manager, an unready health response names the missing non-secret provider environment variables, the AWS SDK default credential source expected by the server runtime, and the custody rule that AWS bootstrap credentials must not be stored in Paperclip company_secrets.

The equivalent CLI check is:

pnpm paperclipai secrets doctor --company-id {companyId}

Provider Vaults

Provider vaults are named, company-scoped configurations that route secret material to one of the supported provider backends. See the secrets deploy guide for the operator model and custody rules.

All routes below require board auth and company access. Mutating routes emit secret_provider_config.* activity-log entries. No route in this surface returns provider credential values; submitting credential-shaped fields in config is rejected at validation time.

List Vaults

GET /api/companies/{companyId}/secret-provider-configs

Returns every vault for the company (including disabled rows for audit), each with id, provider, displayName, status, isDefault, non-sensitive config, latest health snapshot (healthStatus, healthCheckedAt, healthMessage, healthDetails), disabledAt, and audit columns.

Create Vault

POST /api/companies/{companyId}/secret-provider-configs
{
  "provider": "aws_secrets_manager",
  "displayName": "Prod US-East",
  "isDefault": true,
  "config": {
    "region": "us-east-1",
    "namespace": "paperclip",
    "secretNamePrefix": "paperclip",
    "kmsKeyId": "arn:aws:kms:us-east-1:123456789012:key/abcd-...",
    "environmentTag": "production"
  }
}

Per-provider config shapes:

  • local_encrypted: optional backupReminderAcknowledged: boolean.
  • aws_secrets_manager: required region; optional namespace, secretNamePrefix, kmsKeyId, ownerTag, environmentTag.
  • gcp_secret_manager (coming soon): optional projectId, location, namespace, secretNamePrefix.
  • vault (coming soon): optional origin-only HTTPS address, namespace, mountPath, secretPathPrefix. address values with embedded credentials, paths, query strings, or fragments are rejected.

status defaults to ready for local_encrypted and aws_secrets_manager, and to coming_soon for gcp_secret_manager and vault. Coming-soon and disabled vaults cannot be marked isDefault. Setting isDefault: true clears the previous default for the same provider in the same transaction.

Get Vault

GET /api/secret-provider-configs/{id}

Update Vault

PATCH /api/secret-provider-configs/{id}
{
  "displayName": "Prod US-East-2",
  "config": {
    "region": "us-east-2",
    "kmsKeyId": "arn:aws:kms:us-east-2:123456789012:key/abcd-..."
  }
}

config is replaced wholesale on update — pass the full provider config payload, not a partial diff. Status transitions for gcp_secret_manager and vault are constrained to coming_soon and disabled until their runtime modules ship.

Disable Vault

DELETE /api/secret-provider-configs/{id}

Soft-deletes the vault: status flips to disabled, isDefault clears, and disabledAt is stamped. Disabled vaults remain in GET results for audit purposes but are no longer offered in the secret create/rotate flow.

Set Default

POST /api/secret-provider-configs/{id}/default

Marks the target vault as the default for its provider family and clears the previous default. Returns 422 when the target is coming_soon or disabled.

Run Health Check

POST /api/secret-provider-configs/{id}/health

Runs a provider-specific health probe and persists the result on the vault. Response shape:

{
  "configId": "<uuid>",
  "provider": "aws_secrets_manager",
  "status": "ready" | "warning" | "error" | "coming_soon" | "disabled",
  "message": "Provider vault is ready to handle managed writes",
  "details": {
    "code": "provider_ready",
    "message": "...",
    "guidance": ["..."]
  },
  "checkedAt": "2026-05-06T14:00:00.000Z"
}

Health responses never include provider credentials or secret values. For AWS vaults, details.guidance may include missing non-secret env names and the expected AWS SDK credential source; coming-soon vaults always return status: "coming_soon" with code: "runtime_locked" and never call into provider modules.

Selecting A Vault When Creating Or Rotating Secrets

POST /api/companies/{companyId}/secrets and POST /api/secrets/{secretId}/rotate both accept an optional providerConfigId field that pins the secret to a specific vault. When omitted (or null), the operation runs through the deployment-level provider configuration — the same path existing installs already use. The board UI preselects the company's default vault for the chosen provider before submitting, so callers should usually send an explicit providerConfigId. Coming-soon and disabled vaults are rejected with a 422; a vault that does not match the secret's provider is rejected the same way.

POST /api/companies/{companyId}/secrets
{
  "name": "prod-stripe-key",
  "provider": "aws_secrets_manager",
  "providerConfigId": "<vault-uuid>",
  "managedMode": "external_reference",
  "externalRef": "arn:aws:secretsmanager:us-east-1:123456789012:secret:paperclip/prod/stripe"
}

Response Redaction Rules

Every route in this surface enforces the same redaction contract:

  • Secret values are never returned. The board UI never has a "reveal value" affordance; resolution happens server-side at runtime under a binding.
  • Provider credential values are never accepted, stored, returned, logged, or echoed in error messages. Submitting credential-shaped fields fails validation with a non-leaking error.
  • Activity log entries record vault id, provider, displayName, status, and isDefault transitions — never config payloads or health detail bodies.

Remote Import From AWS Secrets Manager

Remote import links existing AWS Secrets Manager entries into Paperclip as external_reference secrets. Import stores provider reference metadata only; it does not copy the remote secret plaintext into Paperclip.

The routes are board-only and company-scoped. providerConfigId must point to a same-company AWS provider vault with status ready or warning. Disabled, coming-soon, non-AWS, and cross-company vaults are rejected. Imported secrets resolve later through the selected vault, so runtime reads still need secretsmanager:GetSecretValue and any required KMS decrypt permission on the selected external secret.

Preview Remote Import Candidates

POST /api/companies/{companyId}/secrets/remote-import/preview
{
  "providerConfigId": "<aws-vault-uuid>",
  "query": "stripe",
  "nextToken": "opaque-provider-token",
  "pageSize": 50
}

query is optional and is passed to AWS Secrets Manager inventory filtering. Treat it as non-secret metadata because AWS may record list request parameters in CloudTrail. nextToken is an opaque AWS cursor; callers must pass it back unchanged and must not synthesize offsets. pageSize is optional, defaults to 50 in the UI, and is capped at 100.

Preview uses AWS ListSecrets only. It must not call GetSecretValue or BatchGetSecretValue, must not request SecretString, and must not require KMS decrypt. The response contains sanitized metadata for display and conflict decisions:

{
  "providerConfigId": "<aws-vault-uuid>",
  "provider": "aws_secrets_manager",
  "nextToken": null,
  "candidates": [
    {
      "externalRef": "arn:aws:secretsmanager:us-east-1:123456789012:secret:prod/stripe",
      "remoteName": "prod/stripe",
      "name": "prod/stripe",
      "key": "prod-stripe",
      "providerVersionRef": null,
      "providerMetadata": {
        "createdDate": "2026-05-06T00:00:00.000Z",
        "lastChangedDate": "2026-05-06T00:00:00.000Z",
        "hasDescription": true,
        "hasKmsKey": true,
        "tagCount": 3
      },
      "status": "ready",
      "importable": true,
      "conflicts": []
    }
  ]
}

Candidate statuses:

  • ready: the row can be selected for import.
  • duplicate: a Paperclip secret already links the same canonical provider reference for the same provider vault.
  • conflict: the row has a name/key collision or provider guardrail failure.

Conflict types are exact_reference, name, key, and provider_guardrail. AWS refs under Paperclip's own managed namespace are blocked as external references; use the Paperclip-managed secret flow for those resources instead.

Import Selected Remote References

POST /api/companies/{companyId}/secrets/remote-import
{
  "providerConfigId": "<aws-vault-uuid>",
  "secrets": [
    {
      "externalRef": "arn:aws:secretsmanager:us-east-1:123456789012:secret:prod/stripe",
      "name": "Stripe production key",
      "key": "stripe-production-key",
      "description": "Stripe key used by production checkout",
      "providerVersionRef": null,
      "providerMetadata": {
        "createdDate": "2026-05-06T00:00:00.000Z"
      }
    }
  ]
}

The secrets array accepts 1-100 rows. Each row may override the suggested Paperclip name, key, optional Paperclip description, providerVersionRef, and sanitized providerMetadata. Blank descriptions are stored as null; AWS provider descriptions are not copied into Paperclip descriptions. The backend re-checks duplicate refs and name/key conflicts at submit time; a stale preview does not bypass those checks.

The import response is row-level:

{
  "providerConfigId": "<aws-vault-uuid>",
  "provider": "aws_secrets_manager",
  "importedCount": 1,
  "skippedCount": 1,
  "errorCount": 0,
  "results": [
    {
      "externalRef": "arn:aws:secretsmanager:us-east-1:123456789012:secret:prod/stripe",
      "name": "Stripe production key",
      "key": "stripe-production-key",
      "status": "imported",
      "reason": null,
      "secretId": "<paperclip-secret-id>",
      "conflicts": []
    }
  ]
}

Row statuses:

  • imported: Paperclip created an active external_reference secret and one metadata-only version row.
  • skipped: the row had an exact-reference duplicate or name/key conflict.
  • error: the provider rejected the reference or the row failed validation.

Activity logs for preview/import store aggregate counts, provider id, and vault id only. They must not store remote secret names, ARNs, descriptions, tags, plaintext values, provider credentials, or raw AWS error blobs.

Rotate Secret

POST /api/secrets/{secretId}/rotate
{
  "value": "sk-ant-new-value..."
}

Creates a new version of the secret. Agents referencing "version": "latest" automatically get the new value on next heartbeat. Pin to a specific version when a bad latest rollout would affect many agents at once.

Using Secrets in Agent Config

Reference secrets in agent adapter config instead of inline values:

{
  "env": {
    "ANTHROPIC_API_KEY": {
      "type": "secret_ref",
      "secretId": "{secretId}",
      "version": "latest"
    }
  }
}

The server resolves and decrypts secret references at runtime, injecting the real value into the agent process environment. Paperclip's custody guarantees end at injection: the agent process can read, log, or forward the value, so treat any secret bound to an agent as exposed to that agent. See the custody boundaries note in the secrets deploy guide.

User-specific env bindings use a definition key instead of a concrete secretId. The concrete value is resolved for the run's responsible user:

{
  "env": {
    "GITHUB_TOKEN": {
      "type": "user_secret_ref",
      "key": "github_api_token",
      "version": "latest",
      "required": true,
      "allowMissingOverride": false
    }
  }
}

required defaults to true and allowMissingOverride defaults to false. Missing required user-secret values must fail closed before adapter dispatch. Optional missing values omit the environment variable; they must not inject an empty string or another user's value. Paperclip records value-free access events with secretScope, responsibleUserId, credentialOwnerUserId, and userSecretDefinitionId.

Portability

Company export/import APIs represent agent and project environment requirements as declarations in the package manifest. Exports omit secret values, secret IDs, provider references, and encrypted provider material. Use:

pnpm paperclipai secrets declarations --company-id {companyId}

to inspect the declarations that an export would emit before moving a package.