Files
PaperClipAI/server
DottaandClaude Opus 5.5 fc5c79a327 fix(guidance): tell agents who acts and which page to link for person-only steps (#20206)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents in chat read the API catalog (`search_api`) and
`connections_search` to learn what they can do and who must act
> - Some requests need a step that only a person can take: connect an
assistant, allow a quarantined app action, turn on an experiment, enter
an API key, or finish their own connection request
> - For these steps, no catalog entry or search result said who acts or
which page to link, and none of them returns a board-only 403, so the
denial guidance from #20151 and #20182 does not reach them
> - The agent knew a person had to act, searched for the page until its
turn ran out, and never replied
> - This pull request puts the fact and the exact page link where the
agent already looks, following #20152 and #20170
> - The benefit is that the agent replies at once with the right page
instead of timing out

## Linked Issues or Issue Description

Refs #20151, #20152, #20170, #20182

**What happened**

In chat, five requests ended with no reply. The agent searched the API
until the turn deadline:
- "Connect my assistant so it can see our tasks." `GET /api/mcp/setup`
is refused for agents. Its catalog entry had no description, so the
refusal text "Its catalog description says who can use it" pointed at
nothing.
- "Use the app's new export feature." The new action was quarantined. No
catalog entry said where a person reviews it.
- "Let me chat with Morgan over iMessage." `connections_search` hides
chat channels while the Chat connectors experiment is off, so the agent
could not find iMessage or the setting that hides it. `POST
/api/companies/{companyId}/chat-endpoints` also accepted a draft
endpoint for the turned-off provider.
- "Connect my account using an API key." The service was the person's
own MCP server. `connections_search` returned no result and did not name
the secure "Connect your own MCP server" page.
- "I will finish Alex's connection request for them." No catalog entry
said that only the addressee can resolve a connection request card.

**Expected behavior**

The agent says who must act, links the exact page, and replies in the
same turn. It does not search further, does not ask for a key in chat,
and does not create another request.

**Steps to reproduce**

1. Ask a chat agent one of the five requests above, in the matching
state (for example, Chat connectors off, or a quarantined catalog
entry).
2. Watch the run events. The agent calls `search_api` and `call_api`
until the turn deadline and posts no reply.

## What Changed

- `server/src/routes/openapi.ts`: add catalog descriptions that say who
acts, link the page, and say not to search further:
- `GET /api/mcp/setup` and `POST /api/mcp/requests/{id}/consent` link
[Assistant connections](/<prefix>/apps/assistant-connection) and say the
consent screen offers only access within the person's own role.
- `GET /api/tool-connections/{connectionId}/catalog`,
`.../review-counts` and `GET
/api/companies/{companyId}/tools/apps/attention` say a quarantined
action waits for a person on
`/<prefix>/apps/<connectionId>/permissions`.
- The four `/api/connection-intents/{interactionId}/...` routes say only
the addressee can resolve the card, and link the task that holds it.
- `server/src/services/connection-intents.ts`:
- While Chat connectors is off, a search that names a chat-only channel
(for example iMessage) returns it as `unavailable`, with a reason that
links `/<prefix>/company/settings/instance/experimental`. Channels that
also offer tools, such as Slack, keep their current result.
- A single `unavailable` result now always gets the "explain the reason,
do not bypass" instruction.
- When no listed service matches and the person gave the service's own
server URL, the instruction links `/<prefix>/apps/byo`, the secure
"Connect your own MCP server" page, and says never to ask for a key in
chat.
- `server/src/routes/chat-channels.ts`: `POST
/api/companies/{companyId}/chat-endpoints` returns 403 with the
Experimental settings page while the provider's experiment is off (Chat
connectors, or GitHub review bots for GitHub). AgentMail is unchanged.
The catalog entry says the same. The UI already hides the setup pages in
this state.
- `GET /api/issues/{id}/interactions` says only the addressee resolves a
connection request card.
- A hidden channel that an aggregator can serve (for example Discord)
keeps its aggregator routes instead of the unavailable result.
- Tests: `person-only-page-guidance.test.ts` checks the catalog text and
that every named page is a route that `ui/src/App.tsx` mounts.
`connection-intents-service.test.ts` covers the hidden channel (off and
on) and the own-server page.

## Verification

- `cd server && npx vitest run
src/__tests__/person-only-page-guidance.test.ts
src/__tests__/connection-intents-service.test.ts` passes.
`chat-channels.integration.test.ts` passes with `-t` for every test that
posts to the create route.
- These related suites pass: `openapi-routes`,
`connection-aggregator-fallback`, `generic-mcp-connection`,
`assistant-connections-guidance`,
`company-model-service-settings-guidance`, `board-access-denial`,
`email-channels.integration`, and the eight suites that import
`runner-api-catalog`.
- `npx tsc --noEmit -p server` shows no errors in the changed files.
- End to end: the full-stack chat evals for the five requests ran on a
branch with this change. The run results are in the comments below.

## Risks

- Low risk. The change is text in the API catalog and in
`connections_search` results, plus one result for a channel that was
hidden before.
- A hidden channel now shows in search as `unavailable` with no methods.
It cannot be set up from the result, so the gate stays in place.
- Chat endpoint creation is now refused while the experiment is off.
Callers that created endpoints with the setting off now get 403. Three
integration tests that relied on that now turn the setting on first, and
a new test covers the refusal.
- The single-`unavailable` instruction now also applies in suggestion
mode. Before, that mode told the agent to "respect unavailable states"
with no reason.

> 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

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), used through Claude
Code with tool use (shell, file edits, test runs).

## 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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 02:36:57 -06:00
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