Files
PaperClipAI/ui/src/pages/apps/chat/ChatEndpointSetup.tsx
T
DottaandPaperclip d66acb7ac1 feat: automate Slack bot app setup and installation (#15413)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connectors give each agent a customer-owned bot and task-backed
conversations.
> - Manual Slack setup requires app creation and copying durable
credentials.
> - Operators need a shorter setup that an assisting agent can use
safely.
> - This pull request creates the app through Slack's Manifest API and
installs it through OAuth.
> - Durable registration state supports recovery without creating
another app.
> - A four-screen wizard, automatic avatar upload, and OAuth account
linking reduce setup work.
> - Connector settings and per-turn tool guidance support daily use
after installation.

## Linked Issues or Issue Description

**Subsystem affected**

Native Slack bot setup, company secret storage, chat connector
management, and agent tool guidance.

**Problem or motivation**

New Slack bots require manual app creation and copying a signing secret
and bot token. Interrupted setup can create duplicate apps. The setup
and management screens contain unnecessary controls. Agents also need
guidance for native questions, files, thread replies, and governed Slack
actions.

**Proposed solution**

Use a temporary app-configuration access token to create a
customer-owned app. Save durable secrets in the vault. Bind OAuth to the
initiating actor, company, endpoint, registration revision, scopes, and
configured origins. Preserve manual and existing-app recovery. Link the
installing user's account, send a welcome DM, and advance from saved
server evidence. Keep request-URL recovery instructions available if
automatic connection detection waits.

**Alternatives considered**

The Slack CLI adds installation requirements. Socket Mode changes
transport. A shared Paperclip-owned app changes app ownership. These
alternatives are outside this change.

**Roadmap alignment**

This extends existing chat connectors and secrets capabilities. Related
public work: #14037 and #13954 cover Slack MCP prerequisites and user
OAuth. No duplicate bot-registration PR was found.

## What Changed

- Share one reviewed manifest builder between automatic registration and
manual setup.
- Add replay-safe migration 0318 and company-bound registration state
with vault references and uncertain-creation recovery.
- Add registration, installation, callback, and resume APIs with
short-lived, single-use OAuth state.
- Save installation credentials before downstream checks and preserve
bot identity constraints.
- Reduce automatic setup to four screens. Keep advanced app details,
manual recovery, and existing-app setup.
- Upload the agent avatar with the Paperclip dark background. Link the
OAuth installer's account and send setup DMs.
- Show agent and connector-owner avatars. Simplify settings, access, and
conversation screens.
- Discover joined Slack channels and enable them by default. Start a
task from a bare mention and admit same-thread follow-ups.
- Refresh Slack tool guidance each turn. Add native-form, file,
approval, and delivery regressions plus manual model probe definitions
and sanitized acceptance records.
- Update deployment/database docs, OpenAPI, redaction, removal cleanup,
production Storybook stories, and provider browser tests.
- Merge current master and move the registration migration after its
latest migration without rewriting published commits.

The completed Slack success view intentionally has a single centered
**Done** action and no **Save & exit**, as explicitly requested by the
product owner. `DESIGN.md` records this exception; unfinished setup
steps retain the aligned wizard footer.

## Verification

- Passed after the master merge: repository typecheck, full build,
Storybook build, design-token gates, module-boundary gates, and
migration generation.
- Passed: all 352 focused Slack deterministic tests and all 14 affected
provider browser tests. Browser tests use controlled provider fixtures
and a separate throwaway instance.
- Passed on current head `c5d01e0e2`: the complete GitHub test matrix
(general server, chat, all workspaces, serialized server, and Runner),
all eight browser shards, typecheck/release registry, build, canary dry
run, security checks, and policy gates. There are 52 passing checks and
no pending or failing checks.
- Greptile completed on the exact current head with 5/5 and no
actionable findings or open review threads.
- Local repair verification passed 93 focused tests, including same-app
reinstall after revocation and rejection of consent started before
revocation, the AgentMail browser journey, and repository typecheck.
Local build and Storybook build also passed. The redundant local
full-suite rerun was stopped after the complete current-head CI matrix
passed.
- Real Slack setup and agent replies were exercised in the authorized
isolated test drive during the setup iteration.
- The ten additional model probes were attempted with legacy
`codex_local`, `gpt-5.6-sol`: five passed, two failed, and three were
partly verified. Native runtime is not qualified. See
`server/src/services/connectors/slack/evals/2026-10-08-acceptance.md`
for evidence and limits.
- Passing model probes cover native forms, downloaded file bytes, bare
mentions with thread replies, explicit posts/reactions, and saved
approval denial.
- The controlled uncertain-write probe found wrong delivery-check IDs.
The canvas fallback attempt used an invented tool name. Search
pagination/native search, a private-source denied-tool receipt, and
distinct board/webhook origins remain unqualified.

Reviewer path: enable Chat connectors, start Slack chat setup, select an
agent, enter an app-configuration access token, and approve Slack
installation. Send a message to the bot and confirm that setup advances
to success. Inspect settings and allowed channels. See
`doc/connections/SLACK-AUTOMATIC-SETUP.md` for deployment and recovery.

## Risks

- Slack app creation has no provider idempotency guarantee. A timeout
after dispatch stays uncertain until the operator checks Slack.
- OAuth needs a stable public HTTPS board origin. Webhook ingress may
use a separate configured HTTPS origin. Workspace policy can delay
installation.
- Migration 0318 can replay safely on instances that applied the earlier
development migration.
- OAuth installation now links the installer to the initiating Paperclip
user. Identity checks and company access rules still apply.
- Joined channels now enable bot responses by default. Linked-user
authorization and per-action approval rules still apply.
- Model behavior has the documented delivery-check and canvas fallback
failures. A passing CI run does not establish that every model probe
passed.
- Removing the connection does not delete the customer's Slack app. No
new first-party telemetry is added.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, code
execution, and browser verification. The runtime does not expose a more
specific authoring model ID or context-window size. The live bot probes
used OpenAI `gpt-5.6-sol` through `codex_local` in legacy mode.

## 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>
2026-10-08 06:33:31 -05:00

1930 lines
86 KiB
TypeScript
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import { buildSlackAppManifest, defaultSlackAppConfiguration } from "@paperclipai/shared";
import { SlackAppDetails, SlackSetupAdvanced } from "./SlackAppDetails";
import { SlackAutomaticSetup } from "./SlackAutomaticSetup";
import { defaultSlackAppName } from "./slack-app-name";
import { GitHubChatSetup } from "./GitHubChatSetup";
import { GitHubAgentTrustWarning } from "@/components/GitHubAgentTrustWarning";
import { SetupWizardFooter } from "@/components/SetupWizard";
import { ChatSetupNavigation } from "@/components/chat/ChatSetupNavigation";
import { SlackIdentityStep } from "./SlackIdentityStep";
import { PhotonConnectStep } from "./PhotonConnectStep";
import { EmailEndpointSetup } from "./EmailEndpointSetup";
import {
useEffect,
useMemo,
useRef,
useState,
type ChangeEvent,
type Dispatch,
type SetStateAction,
} from "react";
import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
import { AlertTriangle, CheckCircle2, Copy, CircleHelp, ExternalLink, Eye, EyeOff, Loader2 } from "lucide-react";
import { AgentCharacter } from "@/components/AgentCharacter";
import { AgentSelect } from "@/components/AgentMultiSelect";
import { Button } from "@/components/ui/button";
import { Input } from "@/components/ui/input";
import { Dialog, DialogTrigger, DialogContent, DialogHeader, DialogTitle, DialogDescription, DialogFooter } from "@/components/ui/dialog";
import { Tooltip, TooltipTrigger, TooltipContent } from "@/components/ui/tooltip";
import { Textarea } from "@/components/ui/textarea";
import { useBreadcrumbs } from "@/context/BreadcrumbContext";
import { useCompany } from "@/context/CompanyContext";
import { useToast } from "@/context/ToastContext";
import { agentsApi } from "@/api/agents";
import { instanceSettingsApi } from "@/api/instanceSettings";
import {
chatEndpointsApi,
type ChatEndpoint,
type ChatProvider,
type ChatEndpointSetupAction,
} from "@/api/chatEndpoints";
import { useNavigate, useSearchParams } from "@/lib/router";
import { queryKeys } from "@/lib/queryKeys";
import { copyTextToClipboard } from "@/lib/clipboard";
import { useCopyAction } from "@/lib/use-copy-action";
import { isAgentStatusInvokable, slackAppConfigurationSchema, type SlackAppConfiguration } from "@paperclipai/shared";
import { sanitizedSetupErrorMessage } from "./chat-setup-error";
import {
createGitHubPrivateKeyReadGuard,
readGitHubPrivateKeyFile,
} from "./github-private-key-file";
const providerNames: Record<ChatProvider, string> = {
agentmail: "AgentMail",
slack: "Slack",
github: "GitHub",
discord: "Discord",
"microsoft-teams": "Microsoft Teams",
telegram: "Telegram",
"imessage-photon": "iMessage Photon",
};
const knownProviders = new Set(Object.keys(providerNames));
function isProvider(value: string | null): value is ChatProvider {
return value !== null && knownProviders.has(value);
}
function publicOrigin(value: string | null | undefined): string | null {
if (!value) return null;
try {
return new URL(value).origin;
} catch {
return null;
}
}
export function isChatEndpointRepairing(
endpoint: Pick<
ChatEndpoint,
"provider" | "status" | "providerAccountId" | "botExternalId"
> | null,
resumeEndpointId: string | null,
reconnectRequested: boolean,
): boolean {
if (!resumeEndpointId || !endpoint) return false;
const recoveringStatus =
endpoint.status === "attention" || endpoint.status === "revoked";
// A secret-only GitHub draft affected by setup trouble has no App identity
// or reusable App credentials. It must remain first-time setup, where App ID
// and private key are required, rather than offering a misleading reconnect.
if (
endpoint.provider === "github" &&
recoveringStatus &&
!endpoint.providerAccountId &&
!endpoint.botExternalId
) {
return false;
}
return (
recoveringStatus ||
(reconnectRequested &&
(endpoint.status === "active" || endpoint.status === "paused"))
);
}
function ChatConnectionPurpose({ provider, onChat, onTools }: {
provider: ChatProvider;
onChat: () => void;
onTools: () => void;
}) {
const { setBreadcrumbs } = useBreadcrumbs();
useEffect(() => {
setBreadcrumbs([{ label: "Connectors", href: "/apps" }, { label: "Choose connection" }]);
return () => setBreadcrumbs([]);
}, [setBreadcrumbs]);
return (
<div className="max-w-2xl space-y-6">
<ChatSetupNavigation labels={provider === "slack" ? ["Choose agent", "App configuration access token", "Install Slack app", "Send a message"] : undefined} step={0} availableStep={0} onSelect={onChat} />
<div>
<h1 className="text-xl font-bold">Choose how to connect</h1>
<p className="mt-1 text-sm text-muted-foreground">
What should this {providerNames[provider]} connection do?
</p>
</div>
<div className="grid gap-3">
<button
type="button"
className="rounded-xl border border-border p-4 text-left hover:bg-accent/40"
onClick={onChat}
>
<span className="block text-sm font-semibold">
Chat with an agent
</span>
<span className="mt-1 block text-sm text-muted-foreground">
People in {providerNames[provider]} can start and continue
Paperclip tasks.
</span>
</button>
<button
type="button"
className="rounded-xl border border-border p-4 text-left hover:bg-accent/40"
onClick={onTools}
>
<span className="block text-sm font-semibold">
Use this connection as an agent tool
</span>
<span className="mt-1 block text-sm text-muted-foreground">
Let agents use {providerNames[provider]} actions and data while
they work.
</span>
</button>
</div>
</div>
);
}
export function ChatEndpointSetup() {
const [params] = useSearchParams();
if (params.get("provider") === "github") return <GitHubChatSetup />;
return params.get("provider") === "agentmail" ? <EmailEndpointSetup /> : <ChatSdkEndpointSetup />;
}
function ChatSdkEndpointSetup() {
const [params, setParams] = useSearchParams();
const navigate = useNavigate();
const queryClient = useQueryClient();
const { selectedCompanyId } = useCompany();
const { setBreadcrumbs } = useBreadcrumbs();
const { pushToast } = useToast();
const provider = isProvider(params.get("provider"))
? (params.get("provider") as ChatProvider)
: null;
const toolHref = params.get("toolHref") || "/apps";
const preselectedAgent = params.get("agentId") ?? "";
const resumeEndpointId = params.get("resume") ?? "";
const reconnectRequested = params.get("reconnect") === "1";
const [purpose, setPurpose] = useState<"choice" | "chat">(
params.get("purpose") === "chat" ? "chat" : "choice",
);
const [agentId, setAgentId] = useState(preselectedAgent);
const [slackCredentialsReady, setSlackCredentialsReady] = useState(params.get("stage") === "credentials");
const [viewedStep, setViewedStep] = useState<number | null>(null);
const [slackIdentityReady, setSlackIdentityReady] = useState(false);
const [automaticBusy, setAutomaticBusy] = useState(false);
const [slackDraft, setSlackDraft] = useState<{ agentId: string; app: SlackAppConfiguration } | null>(null);
const [endpoint, setEndpoint] = useState<ChatEndpoint | null>(null);
const [credentials, setCredentials] = useState<Record<string, string>>({});
const [generatedWebhookSecret, setGeneratedWebhookSecret] = useState("");
const [setupError, setSetupError] = useState<string | null>(null);
useEffect(() => {
setBreadcrumbs([
{ label: "Connectors", href: "/apps" },
{ label: "Connect chat" },
]);
return () => setBreadcrumbs([]);
}, [setBreadcrumbs]);
const agentsQuery = useQuery({
queryKey: ["chat-endpoint-setup-agents", selectedCompanyId],
queryFn: () => agentsApi.list(selectedCompanyId!),
enabled: Boolean(selectedCompanyId),
});
const resumeQuery = useQuery({
queryKey: ["chat-endpoint-setup-resume", resumeEndpointId],
queryFn: () => chatEndpointsApi.get(resumeEndpointId),
enabled: Boolean(resumeEndpointId),
refetchInterval: query => ["creating", "install", "credentials_saved"].includes(query.state.data?.setup?.slackRegistration?.status ?? "") ? 1_500 : false,
});
useEffect(() => {
if (!resumeQuery.data) return;
setEndpoint(current => {
if (current?.setup?.slackSetupMethod === "automatic" && !current.providerAccountId && resumeQuery.data.providerAccountId) setViewedStep(null);
return resumeQuery.data;
});
setAgentId(resumeQuery.data.assignedAgentId);
setPurpose("chat");
}, [resumeQuery.data]);
const githubVerificationQuery = useQuery({
queryKey: ["chat-endpoint-github-webhook-verification", endpoint?.id],
queryFn: () => chatEndpointsApi.get(endpoint!.id),
enabled: Boolean(
provider === "github" &&
endpoint?.id &&
endpoint.setup?.step === "provider_setup" &&
endpoint.setup?.webhookSecretConfigured &&
!endpoint.setup.webhookVerifiedAt,
),
refetchInterval: 1_500,
});
useEffect(() => {
if (
!githubVerificationQuery.data ||
provider !== "github" ||
!endpoint ||
endpoint.id !== githubVerificationQuery.data.id ||
endpoint.setup?.step !== "provider_setup" ||
!endpoint.setup?.webhookSecretConfigured ||
endpoint.setup.webhookVerifiedAt
)
return;
setEndpoint(githubVerificationQuery.data);
}, [endpoint, githubVerificationQuery.data, provider]);
const experimentalSettingsQuery = useQuery({
queryKey: queryKeys.instance.experimentalSettings,
queryFn: () => instanceSettingsApi.getExperimental(),
enabled: endpoint?.setup?.step === "test",
});
const activeAgents = useMemo(
() =>
(agentsQuery.data ?? []).filter((agent) =>
isAgentStatusInvokable(agent.status),
),
[agentsQuery.data],
);
const selectedAgent = agentsQuery.data?.find(agent => agent.id === agentId);
const slackDetails = slackDraft?.agentId === agentId ? slackDraft.app
: endpoint?.setup?.slackApp ?? defaultSlackAppConfiguration(selectedAgent?.name ?? endpoint?.assignedAgentName ?? "");
const slackDetailsValidation = slackAppConfigurationSchema.safeParse(slackDetails);
const slackDetailsEditable = !automaticBusy && (!endpoint || endpoint.status === "draft" && !endpoint.botExternalId
&& (!endpoint.setup?.slackRegistration || endpoint.setup.slackRegistration.status === "failed"));
const syncEndpointSnapshot = (
next: ChatEndpoint,
onlyIfStillVisible = false,
) => {
if (next.setup?.slackSetupMethod === "automatic" && next.setup.slackRegistration?.status === "configured"
&& endpoint?.setup?.slackRegistration?.status !== "configured") setViewedStep(null);
setEndpoint((visible) =>
onlyIfStillVisible && visible?.id !== next.id ? visible : next,
);
queryClient.setQueryData(["chat-endpoint-setup-resume", next.id], next);
queryClient.setQueryData(queryKeys.chatEndpoints.detail(next.id), next);
if (next.provider === "github") {
queryClient.setQueryData(
["chat-endpoint-github-webhook-verification", next.id],
next,
);
}
};
const createEndpoint = useMutation({
mutationFn: () =>
chatEndpointsApi.create(selectedCompanyId!, {
provider: provider!,
assignedAgentId: agentId,
...(provider === "slack" ? { slackApp: slackDetailsValidation.success ? slackDetailsValidation.data : slackDetails } : {}),
}),
onSuccess: (next) => {
setViewedStep(null);
syncEndpointSnapshot(next);
if (next.provider === "imessage-photon" || next.provider === "slack") {
const resumed = new URLSearchParams(params);
resumed.set("resume", next.id);
setParams(resumed, { replace: true });
}
},
onError: (error) =>
pushToast({
title: "Couldn't start setup",
body: error instanceof Error ? error.message : "Try again.",
tone: "error",
}),
});
const saveSlackDetails = useMutation({
scope: { id: `slack-app-details:${endpoint?.id}` },
mutationFn: (details: SlackAppConfiguration) => chatEndpointsApi.update(endpoint!.id, { slackApp: details }),
onSuccess: next => syncEndpointSnapshot(next),
});
const persistSlackDetails = async () => {
if (endpoint && slackDetailsEditable && slackDetailsValidation.success
&& JSON.stringify(slackDetailsValidation.data) !== JSON.stringify(endpoint.setup?.slackApp))
await saveSlackDetails.mutateAsync(slackDetailsValidation.data);
};
const continueFromAgent = async (exit: boolean) => {
if (exit && provider !== "slack") { navigate("/apps"); return; }
if (!endpoint) {
if (!agentId) { if (exit) navigate("/apps"); return; }
createEndpoint.mutate(undefined, { onSuccess: () => { if (exit) navigate("/apps"); } });
return;
}
try { if (provider === "slack") await persistSlackDetails(); }
catch { return; }
if (exit) navigate("/apps"); else setViewedStep(1);
};
const setupAction = useMutation({
mutationFn: async ({
action,
values,
}: {
action: ChatEndpointSetupAction;
values?: Record<string, string>;
}) => {
const endpointId = endpoint!.id;
try {
return await chatEndpointsApi.setup(endpointId, provider === "imessage-photon" ? {
action,
...(values?.projectSecret ? { credentials: { projectSecret: values.projectSecret } } : {}),
...(values?.projectId && values.allocation === "shared" ? { photon: { allocation: "shared" as const, projectId: values.projectId } } : values?.projectId && values?.lineId ? { photon: { allocation: "dedicated" as const, projectId: values.projectId, lineId: values.lineId } } : {}),
} : { action, credentials: values });
} catch (error) {
// Another open tab may have completed verification, or the successful
// response may have been lost. Read the canonical state before retrying.
if (action === "verify") {
const current = await chatEndpointsApi.get(endpointId).catch(() => null);
if (current?.setup?.step === "test" || current?.setup?.step === "complete") return current;
}
throw error;
}
},
onMutate: () => setSetupError(null),
onSuccess: (next) => {
setSetupError(null);
setViewedStep(null);
syncEndpointSnapshot(next);
setCredentials({});
if (next.setup?.step !== "test" && next.setup?.step !== "complete") setSlackIdentityReady(false);
},
onError: (error, variables) =>
setSetupError(sanitizedSetupErrorMessage(error, variables.values)),
});
const generateSetupSecret = useMutation({
mutationFn: () => chatEndpointsApi.generateSetupSecret(endpoint!.id),
onMutate: async () => {
const endpointId = endpoint!.id;
await Promise.all([
queryClient.cancelQueries({
queryKey: ["chat-endpoint-github-webhook-verification", endpointId],
exact: true,
}),
queryClient.cancelQueries({
queryKey: ["chat-endpoint-setup-resume", endpointId],
exact: true,
}),
queryClient.cancelQueries({
queryKey: queryKeys.chatEndpoints.detail(endpointId),
exact: true,
}),
]);
return { endpointId };
},
onSuccess: async ({ webhookSecret }, _variables, context) => {
const endpointId = context.endpointId;
const markRotated = (current: ChatEndpoint) => ({
...current,
setup: {
...current.setup,
step: "provider_setup" as const,
webhookSecretConfigured: true,
webhookVerifiedAt: null,
},
});
queryClient.removeQueries({
queryKey: ["chat-endpoint-github-webhook-verification", endpointId],
exact: true,
});
setGeneratedWebhookSecret(webhookSecret);
setEndpoint((current) =>
current && current.id === endpointId ? markRotated(current) : current,
);
queryClient.setQueryData<ChatEndpoint>(
["chat-endpoint-setup-resume", endpointId],
(current) => (current ? markRotated(current) : current),
);
queryClient.setQueryData<ChatEndpoint>(
queryKeys.chatEndpoints.detail(endpointId),
(current) => (current ? markRotated(current) : current),
);
try {
const current = await chatEndpointsApi.get(endpointId);
syncEndpointSnapshot(current, true);
} catch {
// Keep the one-time secret copyable. Verification polling will retry the
// canonical endpoint read without restoring a pre-rotation snapshot.
}
},
onError: (error) =>
pushToast({
title: "Couldn't generate webhook secret",
body: error instanceof Error ? error.message : "Try again.",
tone: "error",
}),
});
const testConnection = useMutation({
mutationFn: () => provider === "slack" ? chatEndpointsApi.finishSlackSetup(endpoint!.id) : chatEndpointsApi.test(endpoint!.id),
onSuccess: (next) => {
syncEndpointSnapshot(next);
if (next.status === "active") navigate(`/apps/chat/${next.id}/settings`);
},
onError: (error) =>
pushToast({
title: provider === "slack" ? "Couldn't finish setup" : "Test not complete",
body:
error instanceof Error
? error.message
: provider === "slack" ? "Try finishing setup again." : "Send the provider message, then try again.",
tone: "error",
}),
});
const repairing = isChatEndpointRepairing(
endpoint,
resumeEndpointId,
reconnectRequested,
);
const isSlack = provider === "slack";
const automaticSlack = isSlack && (!endpoint || endpoint.setup?.slackSetupMethod === "automatic");
const automaticSlackComplete = automaticSlack && (endpoint?.setup?.step === "test" || endpoint?.setup?.step === "complete");
const tryStep = isSlack ? automaticSlack ? 3 : 5 : 2;
const availableStep = endpoint
? automaticSlack && endpoint.setup?.slackRegistration?.status === "configured" && endpoint.setup.slackAccount?.status !== "linked" && endpoint.setup.step !== "complete" ? 2
: !repairing &&
(endpoint.setup?.step === "test" || endpoint.setup?.step === "complete")
? isSlack && endpoint.setup?.step !== "complete"
? !automaticSlack && !slackIdentityReady ? 4 : tryStep
: tryStep
: automaticSlack && endpoint.setup?.slackRegistration?.status === "credentials_saved" ? 2
: isSlack && endpoint.providerAccountId && !repairing ? 3
: isSlack && (slackCredentialsReady || repairing || endpoint.setup?.slackSetupMethod === "existing" || automaticSlack && endpoint.setup?.slackRegistration?.appId) ? 2 : 1
: 0;
const step = Math.min(viewedStep ?? availableStep, availableStep);
const slackVerificationQuery = useQuery({
queryKey: ["chat-endpoint-slack-webhook-verification", endpoint?.id],
queryFn: () => chatEndpointsApi.get(endpoint!.id),
enabled: Boolean(isSlack && step === 3 && endpoint?.setup?.step === "provider_setup" &&
!endpoint.setup.webhookVerifiedAt && !setupAction.isPending),
refetchInterval: 1_500,
});
useEffect(() => {
const next = slackVerificationQuery.data;
if (!next || !endpoint || next.id !== endpoint.id || setupAction.isPending ||
endpoint.setup?.step !== "provider_setup" || endpoint.setup.webhookVerifiedAt ||
!next.setup?.webhookVerifiedAt) return;
setEndpoint(next);
}, [slackVerificationQuery.data, endpoint, setupAction.isPending]);
const autoVerificationAttempt = useRef<string | null>(null);
useEffect(() => {
if (!isSlack || step !== 3 || endpoint?.setup?.step !== "provider_setup" ||
!endpoint.setup.webhookVerifiedAt || setupAction.isPending) return;
const attempt = `${endpoint.id}:${endpoint.setup.webhookVerifiedAt}`;
if (autoVerificationAttempt.current === attempt) return;
autoVerificationAttempt.current = attempt;
setupAction.mutate({ action: "verify" });
}, [isSlack, step, endpoint, setupAction]);
if (!provider)
return (
<p className="text-sm text-destructive">
This chat provider is not supported.
</p>
);
if (!selectedCompanyId)
return (
<p className="text-sm text-muted-foreground">
Select an organization to connect chat.
</p>
);
if (purpose === "choice") {
return <ChatConnectionPurpose provider={provider} onChat={() => setPurpose("chat")} onTools={() => navigate(toolHref)} />;
}
return (
<div className={automaticSlackComplete && step === tryStep ? "mx-auto w-full max-w-2xl space-y-6" : "max-w-2xl space-y-6"}>
<ChatSetupNavigation
labels={isSlack ? automaticSlack ? ["Choose agent", "App configuration access token", "Install Slack app", "Send a message"] : ["Choose agent", "Create Slack app", "Add credentials", "Verify Slack connection", "Connect your Slack account", "Try it"] : undefined}
step={step}
availableStep={availableStep}
disabled={automaticBusy || createEndpoint.isPending || saveSlackDetails.isPending || setupAction.isPending || generateSetupSecret.isPending || testConnection.isPending}
onSelect={setViewedStep}
/>
<div className="min-w-0 space-y-6">
{step === 0 ? (
<>
<div>
<h1 className="text-xl font-bold">
Which agent do you want to chat with?
</h1>
<p className="mt-1 text-sm text-muted-foreground">
This agent is permanent for the connection. Connect another
channel to represent a different agent.
</p>
</div>
{endpoint ? (
<Input aria-label="Assigned agent" value={endpoint.assignedAgentName ?? selectedAgent?.name ?? agentId} readOnly />
) : <AgentSelect
agents={activeAgents}
value={agentId}
onChange={setAgentId}
placeholder="Choose an active agent"
emptyMessage="No active agents are available."
/>}
{isSlack && (selectedAgent || endpoint) && <SlackSetupAdvanced>
<SlackAppDetails value={slackDetails} readOnly={!slackDetailsEditable || createEndpoint.isPending}
onChange={app => setSlackDraft({ agentId, app })}
onBlur={() => void persistSlackDetails().catch(() => {})} />
{saveSlackDetails.isError && <p role="alert" className="text-sm text-destructive">Couldn&apos;t save the Slack app details. Try again before continuing.</p>}
</SlackSetupAdvanced>}
{provider === "github" && <GitHubAgentTrustWarning agent={selectedAgent} />}
<SetupWizardFooter disabled={createEndpoint.isPending || saveSlackDetails.isPending} onSaveExit={() => void continueFromAgent(true)}>
<Button
disabled={!agentId || createEndpoint.isPending || saveSlackDetails.isPending || isSlack && !slackDetailsValidation.success}
onClick={() => void continueFromAgent(false)}
>
{createEndpoint.isPending && (
<Loader2 className="h-4 w-4 animate-spin" />
)}
Continue
</Button>
</SetupWizardFooter>
</>
) : null}
{endpoint && !(automaticSlackComplete && step === tryStep) && (
<div hidden={step !== 1 && !(isSlack && (step === 2 || step === 3))} className="space-y-6">
{setupError ? (
<div
role="alert"
className="rounded-lg border border-destructive/30 bg-destructive/10 p-4 text-sm text-destructive"
>
<p className="font-medium">Connection failed</p>
<p className="mt-1">{setupError}</p>
</div>
) : null}
<ProviderConnectStep
key={`${provider}:${endpoint.id}`}
provider={provider}
slackStage={step === 1 ? "app" : step === 3 ? "finish" : "credentials"}
onSlackCredentialsContinue={() => setViewedStep(3)}
onSlackVerificationContinue={() => setViewedStep(4)}
slackVerificationError={slackVerificationQuery.isError}
onSlackAppCreated={() => {
setSlackCredentialsReady(true);
setViewedStep(2);
const resumed = new URLSearchParams(params);
resumed.set("resume", endpoint.id);
resumed.set("stage", "credentials");
setParams(resumed, { replace: true });
}}
agentName={selectedAgent?.name ?? endpoint.assignedAgentName}
endpoint={endpoint}
onEndpointSaved={syncEndpointSnapshot}
credentials={credentials}
setCredentials={setCredentials}
repairing={repairing}
pending={setupAction.isPending}
onAutomaticBusy={setAutomaticBusy}
generatedWebhookSecret={generatedWebhookSecret}
generatingSetupSecret={generateSetupSecret.isPending}
onGenerateSetupSecret={() => generateSetupSecret.mutate()}
onAction={(action, values) =>
setupAction.mutate({ action, values })
}
/>
</div>
)}
{endpoint && isSlack && !automaticSlack && step === 4 && (
<SlackIdentityStep
endpointId={endpoint.id}
command={endpoint.setup?.slackApp?.command ?? endpoint.setup?.command ?? "/paperclip"}
testStartedAt={endpoint.setup?.testStartedAt}
onSaveExit={() => navigate("/apps")}
onConnected={() => {
setSlackIdentityReady(true);
setViewedStep(5);
}}
/>
)}
{endpoint && step === tryStep && (!automaticSlack || automaticSlackComplete) && (
automaticSlack ? <div className="flex flex-col items-center gap-6 py-8 text-center">
<AgentCharacter
agent={selectedAgent ?? { id: endpoint.assignedAgentId, name: endpoint.assignedAgentName }}
size={256} state="success" trackingScope="page"
label={`${selectedAgent?.name ?? endpoint.assignedAgentName} avatar`}
/>
<div className="flex flex-col items-center gap-3">
<h1 className="flex items-center gap-2 text-2xl font-bold">
<CheckCircle2 aria-hidden="true" className="size-6 text-(--status-task-done)" />
Success
</h1>
<p className="flex flex-wrap items-center justify-center gap-2 text-base text-muted-foreground">
<span>You can now talk to {selectedAgent?.name ?? endpoint.assignedAgentName} in Slack</span>
<img src="/brands/apps/slack.svg" alt="" aria-hidden="true" className="size-6" />
</p>
</div>
<Button disabled={testConnection.isPending} onClick={() => testConnection.mutate()}>
{testConnection.isPending && <Loader2 className="size-4 animate-spin" />}Done
</Button>
</div> : <TryStep
endpointId={endpoint.id}
provider={provider}
agentName={selectedAgent?.name ?? endpoint.assignedAgentName}
botLabel={endpoint.botLabel}
botUsername={endpoint.botUsername}
slackAccount={endpoint.setup?.slackAccount}
photonAllocation={endpoint.photonAllocation}
providerUrl={endpoint.setup?.slackAccount?.dmChannelId && endpoint.providerAccountId ? `https://app.slack.com/client/${encodeURIComponent(endpoint.providerAccountId)}/${encodeURIComponent(endpoint.setup.slackAccount.dmChannelId)}` : endpoint.setup?.providerUrl}
guestIsolationState={
experimentalSettingsQuery.isPending
? "loading"
: experimentalSettingsQuery.isError
? "unknown"
: experimentalSettingsQuery.data?.enableIsolatedWorkspaces ===
true
? "enabled"
: "disabled"
}
pending={testConnection.isPending}
onOpenAccess={() => navigate(`/apps/chat/${endpoint.id}/access`)}
onTest={() => testConnection.mutate()}
onSaveExit={() => navigate("/apps")}
/>
)}
{step !== 0 && !isSlack && <div className="flex justify-start">
<Button className="text-muted-foreground" variant="ghost" onClick={() => navigate("/apps")}>
Save &amp; exit
</Button>
</div>}
</div>
</div>
);
}
function ProviderConnectStep({
provider,
slackStage,
onSlackCredentialsContinue,
onSlackVerificationContinue,
slackVerificationError,
onSlackAppCreated,
agentName,
endpoint,
credentials,
setCredentials,
repairing,
pending,
onAutomaticBusy,
onEndpointSaved,
generatedWebhookSecret,
generatingSetupSecret,
onGenerateSetupSecret,
onAction,
}: {
provider: ChatProvider;
slackStage: "app" | "credentials" | "finish";
onSlackCredentialsContinue: () => void;
onSlackVerificationContinue: () => void;
slackVerificationError: boolean;
onSlackAppCreated: () => void;
agentName: string;
endpoint: ChatEndpoint;
credentials: Record<string, string>;
setCredentials: Dispatch<SetStateAction<Record<string, string>>>;
repairing: boolean;
pending: boolean;
onAutomaticBusy: (busy: boolean) => void;
onEndpointSaved: (endpoint: ChatEndpoint) => void;
generatedWebhookSecret: string;
generatingSetupSecret: boolean;
onGenerateSetupSecret: () => void;
onAction: (
action: ChatEndpointSetupAction,
values?: Record<string, string>,
) => void;
}) {
const { pushToast } = useToast();
const navigate = useNavigate();
const slackBotToken = (credentials.botToken ?? "").trim();
const slackBotTokenInvalid = provider === "slack" && slackBotToken.length > 0 &&
!slackBotToken.startsWith("xoxb-");
const slackSigningSecretHasTokenPrefix = provider === "slack" &&
/^x[a-z0-9]*-/i.test((credentials.signingSecret ?? "").trim());
const slackCredentialsSaved = provider === "slack" && Boolean(endpoint.providerAccountId);
const continueWithSavedSlackCredentials = slackCredentialsSaved && !repairing &&
!slackBotToken && !credentials.signingSecret?.trim();
const reportCopyFailure = () =>
pushToast({
title: "Couldn't copy to clipboard",
body: "Select and copy the value manually.",
tone: "error",
});
const field = (key: string, label: string, type = "password") => (
<label className="grid gap-2 text-sm font-medium">
{label}
<Input
type={type}
value={credentials[key] ?? ""}
onChange={(event) =>
setCredentials({ ...credentials, [key]: event.target.value })
}
/>
</label>
);
const openProviderSetup = (fallback: string) =>
window.open(
endpoint.setup?.authorizationUrl ??
endpoint.setup?.providerUrl ??
fallback,
"_blank",
"noopener,noreferrer",
);
const endpointValue = (label: string, value: string | null | undefined) => (
<div className="grid gap-2">
<p className="text-sm font-medium">{label}</p>
<div className="rounded-lg border border-border bg-muted p-3 font-mono text-xs break-all">
{value ??
"This endpoint is unavailable. Check the server's public URL."}
</div>
</div>
);
const [manifestCopied, setManifestCopied] = useState(false);
// A hook rather than a sticky boolean: this step stays mounted when the
// secret is regenerated, so a latched "copied" would keep vouching for a
// value the reader never copied. The status resets itself, and a refused
// clipboard reads as a failure instead of a success.
const webhookSecretCopy = useCopyAction();
const [openingSlackApp, setOpeningSlackApp] = useState(false);
const slackAdvanceTimer = useRef<ReturnType<typeof setTimeout> | null>(null);
useEffect(() => {
setOpeningSlackApp(false);
return () => {
if (slackAdvanceTimer.current !== null) {
clearTimeout(slackAdvanceTimer.current);
slackAdvanceTimer.current = null;
}
};
}, [slackStage]);
const [privateKeyVisible, setPrivateKeyVisible] = useState(false);
const [privateKeyFileError, setPrivateKeyFileError] = useState<string | null>(
null,
);
const [privateKeyFileLoaded, setPrivateKeyFileLoaded] = useState(false);
const [privateKeyFileLoading, setPrivateKeyFileLoading] = useState(false);
const privateKeyFileInputRef = useRef<HTMLInputElement>(null);
const privateKeyReadGuard = useRef(createGitHubPrivateKeyReadGuard()).current;
useEffect(
() => () => {
privateKeyReadGuard.invalidate();
},
[privateKeyReadGuard],
);
const loadPrivateKeyFile = async (event: ChangeEvent<HTMLInputElement>) => {
const file = event.currentTarget.files?.[0];
event.currentTarget.value = "";
if (!file) return;
const readRevision = privateKeyReadGuard.start();
setPrivateKeyFileError(null);
setPrivateKeyFileLoaded(false);
setPrivateKeyFileLoading(true);
try {
const privateKey = await readGitHubPrivateKeyFile(file);
if (!privateKeyReadGuard.isCurrent(readRevision)) return;
setCredentials((current) => ({ ...current, privateKey }));
setPrivateKeyVisible(false);
setPrivateKeyFileLoaded(true);
} catch (error) {
if (!privateKeyReadGuard.isCurrent(readRevision)) return;
setPrivateKeyFileError(
error instanceof Error
? error.message
: "Paperclip couldn't read that file. Choose the .pem file again or paste the private key.",
);
} finally {
if (privateKeyReadGuard.isCurrent(readRevision)) {
setPrivateKeyFileLoading(false);
}
}
};
const replacePrivateKey = (privateKey: string) => {
privateKeyReadGuard.invalidate();
setPrivateKeyFileError(null);
setPrivateKeyFileLoaded(false);
setPrivateKeyFileLoading(false);
setCredentials((current) => ({ ...current, privateKey }));
};
const slackApp = endpoint.setup?.slackApp ?? {
...defaultSlackAppConfiguration(agentName),
...(endpoint.setup?.command ? { command: endpoint.setup.command } : {}),
};
const automaticSlack = endpoint.setup?.slackSetupMethod === "automatic";
const slackValidation = slackAppConfigurationSchema.safeParse(slackApp);
const saveSlackAndExit = () => navigate("/apps");
const slackAppName = slackApp.appName.trim();
const slackBotName = slackApp.botName.trim();
const slackCommand = slackApp.command.trim();
const slackWebhookUrl =
endpoint.setup?.webhookUrl ?? "<paperclip-webhook-url>";
const slackManifest = JSON.stringify(buildSlackAppManifest({
app: { appName: slackAppName, botName: slackBotName, command: slackCommand }, agentName,
webhookUrl: slackWebhookUrl,
...(automaticSlack && endpoint.setup?.slackOAuthCallbackUri ? { redirectUri: endpoint.setup.slackOAuthCallbackUri } : {}),
}), null, 2);
const slackCreateUrl = `https://api.slack.com/apps?new_app=1&manifest_json=${encodeURIComponent(slackManifest)}`;
useEffect(() => setManifestCopied(false), [slackManifest]);
const teamsClientId =
credentials.clientId?.trim() || "<application-client-id>";
const teamsManifestSettings = JSON.stringify(
{
bots: [
{
botId: teamsClientId,
scopes: ["personal", "team", "groupChat"],
supportsFiles: true,
isNotificationOnly: false,
commandLists: [
{
scopes: ["personal", "groupChat"],
commands: [
{
title: "/status",
description: "Show the active Paperclip task status",
},
{
title: "/new",
description: "Start a new Paperclip task in this chat",
},
{
title: "/close",
description: "Close the active chat conversation",
},
],
},
],
},
],
webApplicationInfo: {
id: teamsClientId,
resource: "https://paperclip.ing",
},
authorization: {
permissions: {
resourceSpecific: [
{ name: "ChannelMessage.Read.Group", type: "Application" },
{ name: "ChatMessage.Read.Chat", type: "Application" },
],
},
},
},
null,
2,
);
if (provider === "imessage-photon") return <PhotonConnectStep endpoint={endpoint} agentName={agentName} repairing={repairing} pending={pending} onAction={onAction} />;
if (provider === "discord") {
const applicationId = credentials.applicationId?.trim() ?? "";
const guildId = credentials.guildId?.trim() ?? "";
const installUrl = applicationId
? `https://discord.com/oauth2/authorize?client_id=${encodeURIComponent(applicationId)}&permissions=309237763136&scope=bot${guildId ? `&guild_id=${encodeURIComponent(guildId)}&disable_guild_select=true` : ""}`
: null;
return (
<div className="space-y-5">
<div>
<h1 className="text-xl font-bold">Connect {agentName} to Discord</h1>
<p className="mt-1 text-sm text-muted-foreground">
{repairing
? "Reconnect verifies this same Discord application and server installation. It does not add or remove the bot from the server. Leave fields blank to reuse saved credentials."
: "Create one dedicated Discord application and bot for this Paperclip agent."}
</p>
</div>
<ol className="list-decimal space-y-2 pl-5 text-sm">
<li>
In Discord Developer Portal, create an application. Copy its
Application ID from General Information.
</li>
<li>
Open Bot, create the bot, enable Message Content Intent, then reset
and copy its token.
</li>
<li>
Enable Developer Mode in Discord, right-click the target server, and
copy its Server ID.
</li>
<li>
Enter those values below, then use the generated install link to add
the bot to that server.
</li>
</ol>
<Button
variant="outline"
onClick={() =>
openProviderSetup("https://discord.com/developers/applications")
}
>
Open Discord Developer Portal <ExternalLink />
</Button>
{field("applicationId", "Application ID", "text")}
{field("guildId", "Server ID", "text")}
{field("botToken", "Bot token")}
{installUrl && (
<Button asChild variant="outline">
<a href={installUrl} target="_blank" rel="noreferrer">
Install bot in this server <ExternalLink />
</a>
</Button>
)}
<p className="text-sm text-muted-foreground">
The install link grants only View Channels, Send Messages, Create
Public Threads, Send Messages in Threads, Read Message History, Add
Reactions, Embed Links, and Attach Files. Paperclip still requires
each discovered channel to be enabled in Access.
</p>
<Button
disabled={
(!repairing &&
(!credentials.applicationId ||
!credentials.guildId ||
!credentials.botToken)) ||
pending
}
onClick={() =>
onAction(repairing ? "reconnect" : "configure", credentials)
}
>
{pending && <Loader2 className="h-4 w-4 animate-spin" />}
{repairing ? "Reconnect Discord bot" : "Connect Discord bot"}
</Button>
</div>
);
}
if (provider === "telegram")
return (
<div className="space-y-5">
<div>
<h1 className="text-xl font-bold">Create {agentName} in Telegram</h1>
<p className="mt-1 text-sm text-muted-foreground">
{repairing
? "Reconnect verifies this same BotFather bot and automatically refreshes its Paperclip webhook and command menu. It does not recreate the bot or change its chat memberships. Leave the token blank to reuse the saved credential."
: "Create a bot with BotFather, then paste the token it gives you."}
</p>
</div>
<ol className="list-decimal space-y-2 pl-5 text-sm">
<li>
Open BotFather and send <code>/newbot</code>.
</li>
<li>Enter the bot display name.</li>
<li>
Choose an available username ending in <code>bot</code>.
</li>
</ol>
<p className="rounded-md border border-border bg-muted/40 p-3 text-sm text-muted-foreground">
Paperclip works with Telegram&apos;s default bot privacy mode and
registers its command menu automatically. In a group, ordinary
mentions are not delivered to bots: start or continue work with{" "}
<code>/task@bot_username &lt;request&gt;</code>, or reply directly to
a message from the bot.
</p>
<Button
variant="outline"
onClick={() => openProviderSetup("https://t.me/BotFather")}
>
Open BotFather <ExternalLink />
</Button>
{field("botToken", "Bot token")}
{(!endpoint.setup?.webhookUrl || automaticSlack && !endpoint.setup?.slackOAuthCallbackUri?.startsWith("https://")) && (
<p className="text-sm text-destructive">
Configure a public HTTPS URL for this Paperclip instance before
connecting Telegram.
</p>
)}
<Button
disabled={
(!repairing && !credentials.botToken) ||
!endpoint.setup?.webhookUrl ||
pending
}
onClick={() =>
onAction(repairing ? "reconnect" : "configure", credentials)
}
>
{pending && <Loader2 className="h-4 w-4 animate-spin" />}
{repairing ? "Reconnect bot" : "Connect bot"}
</Button>
</div>
);
if (provider === "microsoft-teams")
return (
<div className="space-y-5">
<div>
<h1 className="text-xl font-bold">
Connect {agentName} to Microsoft Teams
</h1>
<p className="mt-1 text-sm text-muted-foreground">
{repairing
? "Reconnect verifies this same Microsoft app, tenant, and bot identity. It does not upload or reinstall the Teams app. Leave fields blank to reuse saved credentials."
: "Use your own Microsoft app credentials for this bot."}
</p>
</div>
<p className="rounded-md border border-border bg-muted/40 p-3 text-sm text-muted-foreground">
This setup requires a Microsoft 365 work or school organization where
you can register an Entra app, create an Azure Bot, and upload or
install a Teams app. Personal or free Teams accounts at teams.live.com
cannot complete this setup. This release supports Microsoft 365
commercial cloud tenants only; GCC, GCC High, DoD, and Microsoft 365
operated by 21Vianet are not supported yet.
</p>
<ol className="list-decimal space-y-2 pl-5 text-sm">
<li>
In Microsoft Entra, create a single-tenant app registration. Copy
its Application (client) ID and Directory (tenant) ID, then create a
client secret and copy its value.
</li>
<li>
In Azure, create an Azure Bot. Choose Single Tenant, use that
Application ID, set its messaging endpoint to the Paperclip URL
below, and add the Microsoft Teams channel.
</li>
<li>
In Teams Developer Portal, create an app, add a bot with the same
Application ID, then apply the manifest settings shown below. The
block binds the Teams resource-specific consent permissions to that
Entra app; these are not Microsoft Graph permissions in Entra. These
permissions let the installed app receive every message in a team or
group chat without an @mention, so describe that access to
installers. Download the package and install it in the target team
or group chat.
</li>
</ol>
<div className="flex flex-wrap gap-2">
<Button asChild variant="outline">
<a
href="https://entra.microsoft.com/#view/Microsoft_AAD_RegisteredApps/ApplicationsListBlade"
target="_blank"
rel="noreferrer"
>
Open Microsoft Entra <ExternalLink />
</a>
</Button>
<Button asChild variant="outline">
<a
href="https://portal.azure.com/#create/Microsoft.AzureBot"
target="_blank"
rel="noreferrer"
>
Create Azure Bot <ExternalLink />
</a>
</Button>
<Button asChild variant="outline">
<a
href="https://dev.teams.microsoft.com/apps"
target="_blank"
rel="noreferrer"
>
Open Teams Developer Portal <ExternalLink />
</a>
</Button>
</div>
{endpointValue(
"Paperclip messaging endpoint",
endpoint.setup?.messagingEndpoint,
)}
{field("clientId", "Application / Client ID", "text")}
{field("tenantId", "Directory / Tenant ID", "text")}
{field("clientSecret", "Client secret value")}
<section className="space-y-3 rounded-lg border border-border p-4">
<div>
<h2 className="text-sm font-semibold">
Microsoft portal field map
</h2>
<p className="mt-1 text-sm text-muted-foreground">
Use these exact portal sections and reuse the same Application ID
in all three places.
</p>
</div>
<ol className="list-decimal space-y-3 pl-5 text-sm">
<li>
<strong>Microsoft Entra admin center · App registrations</strong>:
select <strong>New registration</strong>, choose{" "}
<strong>
Accounts in this organizational directory only (Single tenant)
</strong>
, then select <strong>Register</strong>. Copy{" "}
<strong>Application (client) ID</strong> and{" "}
<strong>Directory (tenant) ID</strong>. Under{" "}
<strong>Certificates &amp; secrets · Client secrets</strong>,
select <strong>New client secret</strong> and copy its{" "}
<strong>Value</strong>, not its Secret ID.
</li>
<li>
<strong>Azure · Create Azure Bot</strong>: set{" "}
<strong>Microsoft App ID</strong> to{" "}
<strong>Single Tenant</strong>, set <strong>Creation type</strong>{" "}
to <strong>Use existing app registration</strong>, and enter the
Application ID and Tenant ID above. After creation, open{" "}
<strong>Settings · Configuration</strong> and paste the Paperclip{" "}
<strong>Messaging endpoint</strong>; then open{" "}
<strong>Settings · Channels</strong> and enable{" "}
<strong>Microsoft Teams</strong>.
</li>
<li>
<strong>Teams Developer Portal · Apps</strong>: select{" "}
<strong>New app</strong>. Under{" "}
<strong>Configure · App features · Bot</strong>, add an existing
bot using the same Application ID; enable{" "}
<strong>Personal</strong>, <strong>Team</strong>, and{" "}
<strong>Group chat</strong> scopes plus file support. Under{" "}
<strong>Configure · Permissions</strong>, add the two RSC{" "}
<strong>Application</strong> permissions shown below. Complete the
required app details and icons, explain that the app can receive
every message in an installed team or group chat, then download
the app package.
</li>
<li>
<strong>Microsoft Teams · Apps · Manage your apps</strong>: select{" "}
<strong>Upload an app · Upload a custom app</strong>, choose the
downloaded package, and install it in each intended personal chat,
group chat, or team. One team install covers its standard
channels. Private and shared channels require a separate app
installation and are not supported by this release. If upload is
unavailable, a Teams administrator must enable or approve custom
apps.
</li>
</ol>
</section>
<label className="grid gap-2 text-sm font-medium">
Required Teams app manifest block
<Textarea
className="min-h-80 font-mono text-xs"
readOnly
value={teamsManifestSettings}
/>
</label>
<div className="flex flex-wrap gap-2">
<Button
variant="outline"
disabled={!credentials.clientId?.trim()}
onClick={() => {
void copyTextToClipboard(teamsManifestSettings).then(
() => setManifestCopied(true),
reportCopyFailure,
);
}}
>
{manifestCopied
? "Manifest settings copied"
: "Copy manifest settings"}
</Button>
</div>
<p className="text-sm text-muted-foreground">
Enter the Application / Client ID above before copying so the block
contains the real bot identity. This block contains the
Paperclip-specific fields to verify in Developer Portal or merge into
a complete Teams app manifest. It is not a complete app package;
Developer Portal supplies the remaining required metadata and packages
the manifest with your app icons.
</p>
<p className="text-sm text-muted-foreground">
Paperclip does not use Teams single sign-on in this release. The
copied <code>webApplicationInfo</code> entry only associates the RSC
permissions with the same Entra Application ID. Its nonempty resource
is an RSC placeholder; you do not need to register an Entra
Application ID URI or add delegated Microsoft Graph permissions.
</p>
<p className="text-sm text-muted-foreground">
The two application RSC permissions let the bot receive every message,
without an @mention, in each team or group chat where it is installed.
Paperclip retains and acts only on messages admitted by your Paperclip
reach and access rules. Make this provider access clear in the app
description shown to installers.
</p>
<p className="text-sm text-muted-foreground">
This release supports personal chats, group chats, and standard team
channels—not private channels. <code>supportsFiles: true</code>{" "}
enables native file receipt and consent-based sending in personal
chats; channel and group-chat files need a separate Microsoft Graph
connection and are not ingested here.
</p>
{!endpoint.setup?.messagingEndpoint && (
<p className="text-sm text-destructive">
Configure a public HTTPS URL for this Paperclip instance before
connecting Microsoft Teams.
</p>
)}
<Button
disabled={
(!repairing &&
(!credentials.clientId ||
!credentials.tenantId ||
!credentials.clientSecret)) ||
!endpoint.setup?.messagingEndpoint ||
pending
}
onClick={() =>
onAction(repairing ? "reconnect" : "configure", credentials)
}
>
{pending && <Loader2 className="h-4 w-4 animate-spin" />}
{repairing
? "Reconnect Microsoft app"
: "Verify Microsoft credentials"}
</Button>
</div>
);
if (provider === "github")
return (
<div className="space-y-5">
<div>
<h1 className="text-xl font-bold">
{repairing
? "Reconnect GitHub App"
: "Create or connect a GitHub App"}
</h1>
<p className="mt-1 text-sm text-muted-foreground">
{repairing
? "Reconnect verifies this same App and installation, then updates its webhook URL, secret, and secure delivery settings. It does not reinstall the App or change repository access. Leave App ID and private key blank to reuse saved credentials. Keep Webhooks · Active enabled in GitHub; send a test conversation after reconnecting."
: "Configure its webhook and permissions, then verify the App with Paperclip."}
</p>
</div>
{!repairing && (
<ol className="list-decimal space-y-2 pl-5 text-sm">
<li>
Under the target user or organization, create a new GitHub App.
Give it a globally unique name (34 characters or fewer), use the
Paperclip homepage URL below, and leave user authorization off.
</li>
<li>
Keep <strong>Webhooks · Active</strong> on. Enter the Paperclip
webhook URL and the Paperclip-generated webhook secret below, and
keep <strong>Enable SSL verification</strong> selected.
</li>
<li>
Under Repository permissions, set <strong>Issues</strong> and{" "}
<strong>Pull requests</strong> to{" "}
<strong>Read &amp; write</strong>. Leave every other permission at
its default; Metadata remains read-only.
</li>
<li>
Subscribe to <strong>Issue comment</strong> (
<code>issue_comment</code>),{" "}
<strong>Pull request review comment</strong> (
<code>pull_request_review_comment</code>). GitHub sends{" "}
<code>installation</code> and{" "}
<code>installation_repositories</code> to every GitHub App
automatically; they are not selectable here.
</li>
<li>
Choose <strong>Only on this account</strong>, create the App, copy
its App ID, generate one private key, then install it on the
selected repositories.
</li>
</ol>
)}
{endpointValue(
"Paperclip homepage URL",
publicOrigin(endpoint.setup?.webhookUrl),
)}
{endpointValue("Paperclip webhook URL", endpoint.setup?.webhookUrl)}
<Button
variant="outline"
onClick={() =>
window.open(
repairing
? "https://github.com/settings/apps"
: (endpoint.setup?.authorizationUrl ??
"https://github.com/settings/apps/new"),
"_blank",
"noopener,noreferrer",
)
}
>
{repairing ? "Open GitHub App settings" : "Open new GitHub App form"}{" "}
<ExternalLink />
</Button>
{field("appId", "GitHub App ID", "text")}
<div className="grid gap-2 text-sm font-medium">
<label htmlFor="github-private-key">Private key (PEM)</label>
<div className="relative">
{privateKeyVisible ? (
<Textarea
id="github-private-key"
className="min-h-24 pr-11 font-mono text-xs"
value={credentials.privateKey ?? ""}
onChange={(event) => replacePrivateKey(event.target.value)}
/>
) : (
<Input
id="github-private-key"
type="password"
className="pr-11 font-mono text-xs"
value={credentials.privateKey ?? ""}
onChange={(event) => replacePrivateKey(event.target.value)}
onPaste={(event) => {
event.preventDefault();
replacePrivateKey(event.clipboardData.getData("text"));
}}
/>
)}
<Button
type="button"
variant="ghost"
size="icon"
className="absolute right-1 top-1"
aria-label={
privateKeyVisible ? "Hide private key" : "Show private key"
}
onClick={() => setPrivateKeyVisible((visible) => !visible)}
>
{privateKeyVisible ? <EyeOff /> : <Eye />}
</Button>
</div>
<input
ref={privateKeyFileInputRef}
type="file"
accept=".pem,.key,application/x-pem-file,application/pkcs8,text/plain"
className="hidden"
aria-label="Choose GitHub App private key file"
onChange={loadPrivateKeyFile}
/>
<div>
<Button
type="button"
variant="outline"
onClick={() => privateKeyFileInputRef.current?.click()}
>
Choose .pem file
</Button>
</div>
{privateKeyFileError ? (
<p role="alert" className="text-sm text-destructive">
{privateKeyFileError}
</p>
) : null}
{privateKeyFileLoading ? (
<p
role="status"
aria-live="polite"
className="text-sm text-muted-foreground"
>
Reading private key file…
</p>
) : privateKeyFileLoaded ? (
<p
role="status"
aria-live="polite"
className="text-sm text-muted-foreground"
>
Private key loaded. It stays in this form until you connect.
</p>
) : null}
</div>
<div className="grid gap-2">
<p className="text-sm font-medium">Webhook secret</p>
{generatedWebhookSecret ? (
<>
<Input
aria-label="Generated webhook secret"
className="font-mono text-xs"
readOnly
value={generatedWebhookSecret}
/>
<div className="flex flex-wrap gap-2">
<Button
type="button"
variant="outline"
onClick={() => {
// Both signals, and each covers the other's blind spot.
// The toast is the loud one, the way this step's other two
// copy buttons report failure — but the provider dedupes an
// identical toast inside 3.5s, so a reader who clicks twice
// on a blocked clipboard would see nothing the second time.
// The inline state answers every click.
void webhookSecretCopy
.copy(generatedWebhookSecret)
.then((status) => {
if (status === "failed") reportCopyFailure();
});
}}
>
{webhookSecretCopy.copied
? "Webhook secret copied"
: webhookSecretCopy.failed
? "Couldn’t copy — select it manually"
: "Copy webhook secret"}
</Button>
</div>
<p className="text-sm text-muted-foreground">
Copy this value now. Paperclip will not show it again.
</p>
</>
) : (
<p className="text-sm text-muted-foreground">
{endpoint.setup?.webhookSecretConfigured
? "A webhook secret is configured and cannot be shown again."
: "Generate the secret in Paperclip, then paste it into the GitHub App."}
</p>
)}
<div>
<Button
type="button"
variant="outline"
disabled={generatingSetupSecret}
onClick={onGenerateSetupSecret}
>
{generatingSetupSecret && (
<Loader2 className="h-4 w-4 animate-spin" />
)}
{endpoint.setup?.webhookSecretConfigured
? "Regenerate webhook secret"
: "Generate webhook secret"}
</Button>
</div>
{endpoint.setup?.webhookSecretConfigured && (
<p className="text-sm text-muted-foreground">
{endpoint.providerAccountId || endpoint.botExternalId
? "Regenerating immediately invalidates GitHub webhook signatures until you replace the secret in the GitHub App settings."
: "Generating another secret replaces the previous value. Paste the newest value into GitHub before continuing."}
</p>
)}
{endpoint.setup?.webhookSecretConfigured && (
<p
className={`text-sm ${endpoint.setup.webhookVerifiedAt ? "text-foreground" : "text-muted-foreground"}`}
>
{endpoint.setup.webhookVerifiedAt
? "GitHub has verified this webhook."
: "Waiting for GitHub to deliver its signed webhook ping…"}
</p>
)}
</div>
{(!endpoint.setup?.webhookUrl || automaticSlack && !endpoint.setup?.slackOAuthCallbackUri?.startsWith("https://")) && (
<p className="text-sm text-destructive">
Configure a public HTTPS URL for this Paperclip instance before
connecting GitHub.
</p>
)}
<Button
disabled={
(!repairing && (!credentials.appId || !credentials.privateKey)) ||
!endpoint.setup?.webhookSecretConfigured ||
!endpoint.setup?.webhookVerifiedAt ||
!endpoint.setup?.webhookUrl ||
privateKeyFileLoading ||
generatingSetupSecret ||
pending
}
onClick={() =>
onAction(repairing ? "reconnect" : "configure", credentials)
}
>
{pending && <Loader2 className="h-4 w-4 animate-spin" />}
{repairing ? "Reconnect and verify" : "Connect and verify"}
</Button>
</div>
);
const slackRequestUrlInstructions = <ol className="list-decimal space-y-2 pl-5 text-sm">
<li><a className="underline underline-offset-4" href={endpoint.setup?.slackRegistration?.appId ? `https://api.slack.com/apps/${encodeURIComponent(endpoint.setup.slackRegistration.appId)}/event-subscriptions` : "https://api.slack.com/apps"} target="_blank" rel="noopener noreferrer">Open Slack app Settings <ExternalLink className="inline size-3" /></a> and choose <strong>{slackApp.appName}</strong>.</li>
<li>Choose <strong>Event Subscriptions</strong>.</li>
<li>Beside the prefilled <strong>Request URL</strong>, click <strong>Retry</strong> if it isn&apos;t verified. Save changes if Slack asks.</li>
</ol>;
if (slackStage === "finish")
return (
<div className="space-y-5">
<div>
<h1 className="text-xl font-bold">{automaticSlack ? "Send a message to your agent" : "Verify Slack connection"}</h1>
{!automaticSlack && <p className="mt-1 text-sm text-muted-foreground">Slack needs to confirm that it can reach your Paperclip instance.</p>}
</div>
{automaticSlack ? <Button asChild variant="outline"><a href={endpoint.setup?.slackAccount?.dmChannelId && endpoint.providerAccountId ? `https://app.slack.com/client/${encodeURIComponent(endpoint.providerAccountId)}/${encodeURIComponent(endpoint.setup.slackAccount.dmChannelId)}` : endpoint.setup?.providerUrl ?? "https://app.slack.com"} target="_blank" rel="noopener noreferrer">Open Slack <ExternalLink className="size-4" /></a></Button> : slackRequestUrlInstructions}
{endpoint.setup?.webhookVerifiedAt ? (
<p role="status" className="flex items-center gap-2 text-sm">
<CheckCircle2 className="size-4 text-(--status-task-done)" />
Your Slack connection is working.{pending ? automaticSlack ? " Finishing setup…" : " Opening the message test…" : ""}
</p>
) : slackVerificationError ? (
<p role="alert" className="text-sm text-destructive">Couldn&apos;t check verification. We&apos;ll keep trying; check your connection if this continues.</p>
) : (
<p role="status" className="flex items-center gap-2 text-sm text-muted-foreground">
<Loader2 className="size-4 animate-spin" /> {automaticSlack ? "Waiting for your message…" : "Waiting for Slack. We’ll continue automatically."}
</p>
)}
<SlackSetupAdvanced label={automaticSlack ? "Didn’t work?" : "Troubleshooting"}>
{automaticSlack && slackRequestUrlInstructions}
<p className="text-muted-foreground">If the Request URL is missing or different, paste this URL into Event Subscriptions. If verification fails, check that your public HTTPS server is reachable and your Signing Secret is correct.</p>
{endpointValue("Paperclip webhook URL", endpoint.setup?.webhookUrl)}
</SlackSetupAdvanced>
<div className="flex items-center justify-between gap-3">
<Button variant="ghost" className="text-muted-foreground" onClick={() => navigate("/apps")}>Save &amp; exit</Button>
{(!automaticSlack || endpoint.setup?.webhookVerifiedAt) && <Button disabled={pending || !endpoint.setup?.webhookVerifiedAt} onClick={() =>
endpoint.setup?.step === "provider_setup" ? onAction("verify") : onSlackVerificationContinue()
}>
{pending && <Loader2 className="size-4 animate-spin" />}
Continue
</Button>}
</div>
</div>
);
return (
<div className="space-y-5">
{(!endpoint.setup?.webhookUrl || automaticSlack && !endpoint.setup?.slackOAuthCallbackUri?.startsWith("https://")) && (
<div role="alert" className="flex items-start gap-3 rounded-lg border border-destructive/30 bg-destructive/10 p-4">
<AlertTriangle className="size-5 shrink-0 text-destructive" />
<div className="space-y-1">
<p className="text-sm font-semibold">Public HTTPS URL required</p>
<p className="text-sm">
Slack needs a public HTTPS URL to send messages to Paperclip.
Configure one for this instance before creating or connecting your Slack app.
</p>
<a
href="https://docs.paperclip.ing/reference/deploy/https/"
target="_blank"
rel="noopener noreferrer"
className="text-sm underline underline-offset-4"
>
Learn how to set up HTTPS
</a>
</div>
</div>
)}
<div>
<h1 className="text-xl font-bold">{slackStage === "app" ? automaticSlack ? "App configuration access token" : "Create a Slack app" : automaticSlack ? "Install Slack app" : "Add Slack credentials"}</h1>
{repairing && !automaticSlack && (
<p className="mt-1 text-sm text-muted-foreground">
Reconnect verifies or replaces credentials for this same Slack app. It does not reinstall the app or change its workspace or channel membership. Leave credentials blank to reuse the saved values.
</p>
)}
</div>
<div hidden={slackStage !== "app" || automaticSlack} className="space-y-5">
<div className="space-y-3 text-sm">
<div className="flex justify-end">
<Dialog>
<DialogTrigger asChild>
<Button variant="link" className="h-auto p-0 text-xs text-muted-foreground underline underline-offset-4">
View Slack App Manifest
</Button>
</DialogTrigger>
<DialogContent className="sm:max-w-2xl">
<DialogHeader>
<DialogTitle>Slack app manifest</DialogTitle>
<DialogDescription>
Generated from your app name, bot name, and slash command. Edit those fields to update the manifest.
</DialogDescription>
</DialogHeader>
<Textarea
aria-label="Slack app manifest"
className="h-80 font-mono text-xs"
readOnly
value={slackManifest}
/>
<DialogFooter>
<Button
variant="outline"
disabled={!slackValidation.success}
onClick={() => {
void copyTextToClipboard(slackManifest).then(
() => setManifestCopied(true),
reportCopyFailure,
);
}}
>
{manifestCopied ? "Manifest copied" : "Copy manifest"}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
</div>
</div>
{!automaticSlack && <div className="flex flex-wrap items-center justify-between gap-3 pt-3">
<Button variant="ghost" className="text-muted-foreground" onClick={() => void saveSlackAndExit()}>
Save &amp; exit
</Button>
<div className="ml-auto flex flex-wrap items-center justify-end gap-2">
<Button variant="outline" disabled={openingSlackApp || !endpoint.setup?.webhookUrl || !slackValidation.success} onClick={onSlackAppCreated}>
I already created the app
</Button>
{!repairing && (
<Button
disabled={openingSlackApp || !endpoint.setup?.webhookUrl || !slackValidation.success}
onClick={() => {
window.open(slackCreateUrl, "_blank", "noopener,noreferrer");
setOpeningSlackApp(true);
// Let Slack open before changing the step behind its new tab.
slackAdvanceTimer.current = setTimeout(() => {
slackAdvanceTimer.current = null;
setOpeningSlackApp(false);
onSlackAppCreated();
}, 1000);
}}
>
Create Slack app <ExternalLink />
</Button>
)}
</div>
</div>}
</div>
{automaticSlack && <SlackAutomaticSetup
key={endpoint.id}
endpoint={endpoint} stage={slackStage} disabled={!endpoint.setup?.webhookUrl || !endpoint.setup?.slackOAuthCallbackUri?.startsWith("https://") || !slackValidation.success}
saveDetails={async () => {}}
onBusy={onAutomaticBusy} onSaved={onEndpointSaved} onContinue={onSlackAppCreated}
onManual={async existing => {
onEndpointSaved(await chatEndpointsApi.update(endpoint.id, { slackSetupMethod: existing ? "existing" : "manual" }));
if (existing) onSlackAppCreated();
}}
onSaveExit={() => void saveSlackAndExit()}
/>}
{!automaticSlack && <div hidden={slackStage !== "credentials"} className="space-y-5">
<p className="text-sm">
Now you need to find two secrets. They are in two different screens on Slack.
</p>
{slackCredentialsSaved && !repairing && (
<p className="text-sm text-muted-foreground">Your credentials are saved. Leave the fields blank to keep them, or enter replacements.</p>
)}
<section className="space-y-3">
<h2 className="text-sm font-semibold"><label htmlFor="slack-bot-token">Bot User OAuth Token</label></h2>
<ul id="slack-bot-token-help" className="list-disc space-y-1 pl-5 text-sm">
<li>
<a href="https://api.slack.com/apps" target="_blank" rel="noopener noreferrer" className="underline underline-offset-4">
Open Slack app Settings <ExternalLink className="inline size-3" />
</a> and choose <strong>{slackApp.appName}</strong>.
</li>
<li>Choose <strong>OAuth &amp; Permissions</strong></li>
<li>Copy and paste your <strong>Bot OAuth Token</strong></li>
</ul>
<Input
id="slack-bot-token"
type="password"
placeholder={slackCredentialsSaved ? "Saved — leave blank to keep" : undefined}
value={credentials.botToken ?? ""}
aria-invalid={slackBotTokenInvalid || undefined}
aria-describedby={`slack-bot-token-help${slackBotTokenInvalid ? " slack-bot-token-warning" : ""}`}
onChange={(event) => setCredentials({ ...credentials, botToken: event.target.value })}
/>
{slackBotTokenInvalid && (
<p id="slack-bot-token-warning" role="alert" className="text-sm text-destructive">
Your Bot User OAuth Token must start with <code>xoxb-</code>. Copy it from <strong>OAuth &amp; Permissions</strong>.
</p>
)}
</section>
<section className="space-y-3">
<h2 className="text-sm font-semibold"><label htmlFor="slack-signing-secret">Signing Secret</label></h2>
<ul id="slack-signing-secret-help" className="list-disc space-y-1 pl-5 text-sm">
<li>
<a href="https://api.slack.com/apps" target="_blank" rel="noopener noreferrer" className="underline underline-offset-4">
Open Slack app Settings <ExternalLink className="inline size-3" />
</a> and choose <strong>{slackApp.appName}</strong>.
</li>
<li>Choose <strong>Basic Information</strong></li>
<li>Copy and paste your <strong>Signing Secret</strong></li>
</ul>
<Input
id="slack-signing-secret"
type="password"
placeholder={slackCredentialsSaved ? "Saved — leave blank to keep" : undefined}
value={credentials.signingSecret ?? ""}
aria-invalid={slackSigningSecretHasTokenPrefix || undefined}
aria-describedby={`slack-signing-secret-help${slackSigningSecretHasTokenPrefix ? " slack-signing-secret-warning" : ""}`}
onChange={(event) => setCredentials({ ...credentials, signingSecret: event.target.value })}
/>
{slackSigningSecretHasTokenPrefix && (
<p id="slack-signing-secret-warning" role="alert" className="text-sm text-destructive">
Use the <strong>Signing Secret</strong>, NOT an app or bot token. The Signing Secret has no token prefix.
</p>
)}
</section>
<div className="flex flex-wrap items-center justify-between gap-3">
<Button variant="ghost" className="text-muted-foreground" onClick={() => navigate("/apps")}>
Save &amp; exit
</Button>
<Button
className="ml-auto"
disabled={
(!repairing && !slackCredentialsSaved && (!slackBotToken || !credentials.signingSecret?.trim())) ||
!endpoint.setup?.webhookUrl || !slackValidation.success ||
pending || slackSigningSecretHasTokenPrefix || slackBotTokenInvalid
}
onClick={() => continueWithSavedSlackCredentials
? onSlackCredentialsContinue()
: onAction(repairing || slackCredentialsSaved ? "reconnect" : "configure", credentials)}
>
{pending && <Loader2 className="h-4 w-4 animate-spin" />}
{continueWithSavedSlackCredentials ? "Continue" : repairing || slackCredentialsSaved ? "Reconnect Slack app" : "Connect Slack app"}
</Button>
</div>
</div>}
</div>
);
}
function TryStep({
endpointId,
provider,
agentName,
botLabel,
botUsername,
slackAccount,
photonAllocation,
providerUrl,
guestIsolationState,
pending,
onOpenAccess,
onTest,
onSaveExit,
}: {
endpointId: string;
provider: ChatProvider;
agentName: string;
botLabel?: string | null;
botUsername?: string | null;
slackAccount?: import("@paperclipai/shared").SlackAccountState;
photonAllocation?: "dedicated" | "shared";
providerUrl?: string | null;
guestIsolationState: "loading" | "enabled" | "disabled" | "unknown";
pending: boolean;
onOpenAccess: () => void;
onTest: () => void;
onSaveExit: () => void;
}) {
const [commandCopied, setCommandCopied] = useState(false);
const [commandCopyError, setCommandCopyError] = useState(false);
const principalsQuery = useQuery({
queryKey: queryKeys.chatEndpoints.principals(endpointId),
queryFn: () => chatEndpointsApi.listPrincipals(endpointId),
enabled: provider !== "slack",
refetchInterval: 1_500,
});
const [numberCopied, setNumberCopied] = useState(false);
const [copyError, setCopyError] = useState<string | null>(null);
const identities = principalsQuery.data ?? [];
const unlinkedIdentities = identities.filter(
(identity) => identity.status !== "linked",
);
const freshConversationInstruction =
provider === "imessage-photon" ? "send a fresh message to your Photon number" : provider === "telegram"
? "start a fresh conversation with /new and send the test message again"
: provider === "github"
? "start a new issue or pull request conversation and mention the agent again"
: provider === "microsoft-teams"
? "start a new channel post and mention the agent again"
: "send a new root mention to the agent";
const identityGuidance = provider === "slack" ? null : provider === "imessage-photon" && principalsQuery.isSuccess && (identities.length === 0 || unlinkedIdentities.length > 0)
? { tone: "info" as const, title: "Link your Messages identity", body: "Send one message to discover your phone number or Apple account address, then link that exact identity in Access. Send a fresh request after linking; earlier messages do not start work." }
: principalsQuery.isError
? {
tone: "warning" as const,
title: "Identity readiness could not be checked",
body: `Review Access before expecting an agent reply. After linking the account you are testing, ${freshConversationInstruction}.`,
}
: !principalsQuery.isSuccess || guestIsolationState === "loading"
? null
: identities.length === 0
? guestIsolationState === "disabled"
? {
tone: "warning" as const,
title: "Link the account you’re testing",
body:
provider === "telegram"
? "Tap Start in Telegram to discover your account; the welcome does not start an agent run. Link the account privately in Access, then return and send the test message."
: `Your first ${providerNames[provider]} message discovers the external account, but isolated guest work is off, so it cannot safely start ${agentName}. Send it once, link that account privately in Access, then ${freshConversationInstruction}.`,
}
: {
tone: "info" as const,
title: "Your first message identifies your account",
body:
provider === "telegram"
? "Tap Start in Telegram to discover your account. Until linked, it is a restricted guest and still needs a sandbox-backed isolated run; test that path intentionally, or link it in Access and then send the test message."
: `Until linked, the account is a restricted guest and still needs a sandbox-backed isolated run. Test that guest path intentionally, or link the account in Access and then ${freshConversationInstruction}.`,
}
: unlinkedIdentities.length > 0
? guestIsolationState === "disabled"
? {
tone: "warning" as const,
title: "Link the account you’re testing",
body: `An observed external account is unlinked, and isolated guest work is off, so it cannot safely start ${agentName}. Link the account in Access, then ${freshConversationInstruction}; Paperclip does not replay the refused request.`,
}
: {
tone: "info" as const,
title: "Unlinked identity detected",
body: `An unlinked account is a restricted guest and still needs a sandbox-backed isolated run. Test guest access intentionally, or link the account in Access and then ${freshConversationInstruction}.`,
}
: null;
const providerBotUsername = botUsername?.replace(/^@/, "");
const normalizedBotUsername =
provider === "github"
? providerBotUsername?.replace(/\[bot\]$/i, "")
: providerBotUsername;
const botMention = normalizedBotUsername
? `@${normalizedBotUsername}`
: (botLabel ?? agentName);
const slackTestMessage = slackAccount?.status === "linked" ? "you there?" : `${botMention.startsWith("@") ? botMention : `@${botMention}`} you there?`;
const instructions =
provider === "imessage-photon" ? [
photonAllocation === "shared" ? "In your Photon project, enroll your sender in Users and find its assigned number in Get started. Send a fresh message to that number from Apple Messages." : `Open Apple Messages and send a fresh message to ${botUsername ?? botLabel ?? "the dedicated number"}.`,
"Link the discovered sender to a Paperclip person in Access, then send a fresh request.",
"Wait for the agent’s actual reply. Setup completes after that reply is delivered.",
...(photonAllocation === "shared" ? ["This Pro-compatible channel supports DMs only. Group messages cannot start work."] : ["For a group: add the number in Messages, send a message, enable the discovered group in Settings, then send a fresh request."]),
] : provider === "discord"
? [
"Open a text channel where the bot is installed.",
`Mention ${botMention} in a new root message.`,
`Reply once inside ${agentName}'s new Discord thread.`,
]
: provider === "telegram"
? [
"Open the bot's private chat.",
"Tap Start.",
"Send “Help me test this”.",
]
: provider === "github"
? [
"Open an installed issue or pull request.",
`Mention ${botMention} in a comment.`,
"Add another comment to continue the same task.",
]
: provider === "microsoft-teams"
? [
"Open an installed channel and start a new post.",
`Mention ${botMention} in the post.`,
"Reply once beneath the post.",
]
: [
`Open a channel and invite ${botMention} if needed.`,
`Mention ${botMention} in a new channel message.`,
`Reply once in ${agentName}'s thread.`,
];
return (
<div className="space-y-5">
<div>
<h1 className="text-xl font-bold">
Try {agentName} in {providerNames[provider]}
</h1>
{provider !== "slack" && <p className="mt-1 text-sm text-muted-foreground">
Complete this real conversation to finish setup.
</p>}
</div>
{provider !== "slack" && (!principalsQuery.isSuccess || guestIsolationState === "loading") &&
!principalsQuery.isError ? (
<p role="status" className="text-sm text-muted-foreground">
Checking identity and guest readiness…
</p>
) : null}
{identityGuidance ? (
<div
role={identityGuidance.tone === "warning" ? "alert" : "status"}
className={
identityGuidance.tone === "warning"
? "rounded-lg border border-destructive/30 bg-destructive/10 p-4 text-sm"
: "rounded-lg border border-border bg-muted/30 p-4 text-sm"
}
>
<h2 className="font-medium">{identityGuidance.title}</h2>
<p className="mt-1 text-muted-foreground">{identityGuidance.body}</p>
<Button
className="mt-3"
size="sm"
variant="outline"
onClick={onOpenAccess}
>
Review identity access
</Button>
</div>
) : null}
{provider === "imessage-photon" && botUsername && <div className="space-y-2"><Button variant="outline" onClick={() => { void copyTextToClipboard(botUsername).then(() => { setNumberCopied(true); setCopyError(null); }, () => setCopyError("Could not copy the number. Select it in the instructions below.")); }}>{numberCopied ? "Number copied" : `Copy ${botUsername}`}</Button>{copyError && <p role="alert" className="text-sm text-destructive">{copyError}</p>}</div>}
{provider === "slack" ? (
<>
<ol className="list-decimal space-y-4 pl-5 text-sm">
<li>{slackAccount?.status === "linked" ? <Button asChild variant="outline"><a href={providerUrl ?? "https://app.slack.com"} target="_blank" rel="noopener noreferrer">{slackAccount.dmChannelId ? "Open your Slack DM" : "Open Slack"}<ExternalLink /></a></Button> : <>Open a channel and invite {botMention} if needed.</>}</li>
<li>
<div className="flex flex-wrap items-center justify-between gap-3 rounded-lg border border-border p-3">
<code>{slackTestMessage}</code>
<Button size="sm" variant="ghost" onClick={() => {
void copyTextToClipboard(slackTestMessage).then(() => { setCommandCopied(true); setCommandCopyError(false); }, () => setCommandCopyError(true));
}}><Copy className="size-4" />{commandCopied ? "Copied" : "Copy message"}</Button>
</div>
{slackAccount?.status !== "linked" && <p className="mt-2 text-muted-foreground">Select the bot from Slack’s @mention suggestions.</p>}
</li>
<li>Continue the conversation in the thread.</li>
</ol>
{commandCopyError && <p role="alert" className="text-sm text-destructive">Couldn&apos;t copy. Select and copy the command above.</p>}
<SetupWizardFooter onSaveExit={onSaveExit} disabled={pending}>
<Button disabled={pending} onClick={onTest}>{pending && <Loader2 className="size-4 animate-spin" />}Done</Button>
</SetupWizardFooter>
</>
) : <>
<ol className="list-decimal space-y-2 pl-5 text-sm">
{instructions.map((item) => <li key={item}>{item}</li>)}
</ol>
<div className="flex flex-wrap gap-2">
{providerUrl && (
<Button asChild variant="outline">
<a href={providerUrl} target="_blank" rel="noopener noreferrer">
Open {providerNames[provider]} <ExternalLink />
</a>
</Button>
)}
<Button disabled={pending} onClick={onTest}>
{pending && <Loader2 className="h-4 w-4 animate-spin" />}
I've sent the test message
</Button>
</div>
</>}
</div>
);
}