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PaperClipAI/maps/feature-map/connection-setup.md
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DottaandPaperclip 4d90634f74 feat(connections): add 1Password service-account connector (#17249)
## Thinking Path

> - Paperclip lets people manage AI agents and govern their access to
outside services.
> - Apps connections keep provider credentials in the instance vault and
mediate every action through grants, policies, and audit.
> - Agents currently have no Apps connection for reading or managing
1Password items with an operator-supplied service-account token.
> - 1Password supports this through its official SDK; its documentation
MCP server does not expose vault operations.
> - This pull request adds a one-field service-account connection and
registers eight reviewed SDK actions through the existing
native-provider catalog.
> - Operators can select vault permissions in 1Password and agent/action
access in Paperclip without installing a CLI or handing durable
credentials to agents.

## Linked Issues or Issue Description

Related: #16144 adds 1Password as Paperclip's secret-storage backend.
This PR adds the separate Apps/tool-access flow with a per-connection
credential; it does not change secret providers or use a server-wide
ambient token.

**Subsystem affected**
Apps catalog, native tool-provider registry, and shared connection
setup.

**Problem or motivation**
People need to paste their own `OP_SERVICE_ACCOUNT_TOKEN`, find official
service-account setup instructions, and authorize agents to use the
selected vaults through ordinary Paperclip governance.

**Proposed solution**
Add `1password/service-account`, with a password field labeled **Paste
your 1Password Service Account token** and a link to [1Password's
creation
instructions](https://www.1password.dev/service-accounts/get-started#create-a-service-account).
Use the pinned official `@1password/sdk` 0.5.0 for vault/item listing,
item and secret-reference reads, and item create/update/archive/delete.

**Alternatives considered**
A remote MCP card would not provide vault access. A local CLI or a
third-party MCP package adds installation and credential surfaces that
the official SDK avoids.

## What Changed

- Added the source and generated catalog definition, permission review,
official light/dark artwork, documentation, and capability-map
references.
- Added a provider-owned SDK bridge with strict schemas, account-domain
validation, contract hashes, fixed errors, bounded output, and
disposable workers with cancellation/deadlines.
- Registered the provider through master's native-provider catalog;
existing setup, health, discovery, gateway, policy, and audit owners
remain in place.
- Labeled the single password field **Paste your 1Password Service
Account token**. The shared formatter preserves explicit credential
prompts; ordinary key labels retain their existing presentation.
- Added credential-ownership, gateway read/write, policy/revocation,
worker, setup UI, and interactive Storybook coverage.

## Verification

- Final review follow-up: added two deterministic worker-entry tests for
nested exact-token redaction and oversized-output rejection. Removing
each guard caused exactly its regression test to fail. The focused
provider suite passed **15 tests**, and the official server typecheck
passed after rebuilding stale workspace SDK artifacts. Current head
`569cb7f9bd57db791fb13a6034ce69bf50878cb1` passed the full [CI
run](https://github.com/paperclipai/paperclip/actions/runs/40016166260),
including typecheck, build, unit/integration tests, and all eight
browser shards. The required `ci / verify` and `ci / e2e` gates passed.
[Greptile](https://github.com/paperclipai/paperclip/pull/17249#issuecomment-6353731805)
and [Paperclip
Review](https://github.com/paperclipai/paperclip/pull/17249#issuecomment-6372165895)
each rated this exact head **5/5**, with no open findings. Paperclip
Review completed with a neutral check because its scoped reviewer could
not inspect CI; the full CI result was verified separately. Other
neutral checks and intentionally skipped Storybook jobs contain no
actionable findings.
- CI recovery on the same commit: the first attempt lost six jobs. Five
logged simultaneous runner shutdowns at 18:49 UTC on 2026-10-23; the
sixth stopped logging before a test result and its root cause was not
established. No assertion failure appeared in the retrieved logs. All
six jobs and the aggregate gates passed one failed-job retry. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/40005754936).
- Copy follow-up: the catalog, provider, and setup UI suites passed
**275 tests**. The governed gateway lifecycle passed **3 tests** (one
live-only test skipped), including create, update, archive, and delete.
UI token gates and map checks passed. The branch was rebased onto
`9c442cf48e` to resolve additive catalog conflicts while retaining the
Vercel and Supabase entries. The existing live write proof below remains
applicable; this follow-up changes presentation only.
- Five affected suites, including the existing Daytona consumer, passed
**290 tests** (one opt-in live test skipped in fixture mode). Full `pnpm
-r typecheck` and `pnpm build` passed. The local broad-suite attempt
could not complete because PostgreSQL semaphore exhaustion prevented a
competing integration suite from starting; the complete affected-file
retry passed after disposable-process cleanup. The prior commit
`f208a8aff6dc28859cc3f343497e18d85f124579` passed the complete CI
matrix. All CI build, typecheck, test, and browser gates also passed on
the earlier commit `9e2f3d3140368a08da43b004b2e8d3a0f4c0fa4d`. The
separate Paperclip Review reported a worker-result regression-test gap
on that head; the follow-up above addresses it. Its review thread is
resolved, and both fresh current-head reviews are clean as recorded
above.
- Token gates, module boundaries, brand validation, map checks, and
Storybook catalog checks passed.
- Direct SDK create/archive/delete and rejected-call coverage passed (13
provider tests); the Storybook Permissions/Test play completed
successfully in Chromium. Server and UI typechecks passed after those
fixes. Greptile passed prior commit
`9e2f3d3140368a08da43b004b2e8d3a0f4c0fa4d` at **5/5**. Both reviewers
also passed the worker-test follow-up at **5/5** as recorded above.
- Live 1Password proof on 2026-10-22: connect, eight-action discovery,
vault listing through an actual run-scoped gateway, refresh, reconnect
preserving identity, another read, removal, and denial through the
retained session passed. Credential absence was asserted in
responses/audit; an exact-token scan of inspected logs and changed files
passed.
- Real browser: Connectors → 1Password → token entry → personal access
limited to one disposable agent → completion → Permissions → Test
`onepassword_list_vaults` succeeded. The disposable connection was
removed afterward.
- Compiled-worker smoke initially exposed inherited Node launch flags.
Workers now use explicit empty `execArgv`; the compiled worker then
authenticated successfully and listed one vault.
- Live write proof on **2026-10-23**: the replacement Keychain token
passed all eight actions through the actual run-scoped gateway for both
personal and shared credentials. The test created, listed, read,
updated, resolved a secret from, archived, and deleted two synthetic
items. Both were absent from subsequent item lists. Refresh/reconnect,
identity preservation, removal, retained-session denial, and credential
absence passed. The live suite passed **3 tests** (one fixture-only test
skipped) in 116.65 seconds. The expanded fixture suite passed **3
tests** (one live-only test skipped); the 13 provider tests and server
typecheck passed. An exact-token scan passed over 64 source/log files.
- Failure history: the original token denied creation on 2026-10-22 and
created no item. The first 2026-10-23 attempt stopped before provider
calls because host PostgreSQL semaphore limits prevented test-database
startup. A temporary ten-connection test profile allowed the complete
retry to pass without changing shared services or host limits. A new
delete-result assertion also exposed an outdated fixture response
(`success` instead of `deleted`); the fixture was corrected and the
complete fixture suite passed.

Official contract sources: [service
accounts](https://www.1password.dev/service-accounts/get-started),
[SDKs](https://www.1password.dev/sdks), [item
management](https://www.1password.dev/sdks/manage-items), [official
JavaScript SDK](https://github.com/1Password/onepassword-sdk-js).

## Risks

- Authorized item/secret reads intentionally return secret values to the
agent and ordinary tool-result history. Select trusted agents and use
restricted service-account vaults; the connection token itself is
redacted.
- New connections retain existing Paperclip action defaults, including
Allowed writes/destructive actions for selected agents. 1Password still
enforces the token's permissions.
- Service-account access cannot be changed in place. Create a
replacement account and reconnect to change vault permissions; read-only
keys can connect but cannot write.
- SDK authentication happens per action in a disposable worker. Calls
have a 30-second maximum; cancellation stops local work, while a
mutation already accepted by 1Password can still finish. Writes are
never automatically retried.
- Additive dependency and catalog change; no database migration.
Disable/remove the connection to withdraw access, or remove the provider
from catalog visibility for rollback.

## Model Used

OpenAI Codex, based on GPT-6, with code editing, shell/browser tools,
and live provider verification. A more specific runtime model ID and
context-window limit were not exposed in this session.

## 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>
2026-10-23 13:27:33 -07:00

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Markdown

---
navigation: {"section":"Apps, channels, and extensions","sectionOrder":50,"order":10}
---
# Connection setup
People connect an app or account, choose who may use it, and recover incomplete
setup from either Apps or a task that needs access. A saved draft, a completed
provider login, a usable connection, and a resumed task are separate checkpoints.
Chat channels additionally require an endpoint and linked sender identity.
Feature ID: `connection-setup`.
Agent access: [companion](../agent-access-map/connection-setup.md).
Prompt Injection Prevention reuses shared OpenRouter API-key setup directly from
Settings → Connections. It adds no Apps provider or transport. Credential ownership
and audience rules are the existing connection rules; saving a connection alone
does not activate the service. See [service configuration](../../doc/prompt-injection-prevention.md).
1Password is available from Apps with a service-account token and an official
service-account creation link. Its vault access is chosen in 1Password; action
policies use the ordinary Permissions screen. See [connector notes](../../doc/connections/1PASSWORD.md).
## Sub-features
- `catalog`: `connection-setup/catalog` — find a provider, inspect its available methods, and open setup;
unavailable methods explain their prerequisite rather than silently switching.
- `identity-and-access`: `connection-setup/identity-and-access` — select personal/shared identity and eligible agents;
an empty explicit selection and company-wide access must not be confused.
- `credentials`: `connection-setup/credentials` — provider sign-in, key, or generic MCP URL follows its supported
setup method; credentials are not retained in browser draft storage.
- `handoff`: `connection-setup/handoff` — provider popup/full-page callback returns to the correct setup
host with the original task intent and identity choice intact.
- `draft-recovery`: `connection-setup/draft-recovery` — cancel, Back, Save & exit, reload, Finish setup, and reconnect
preserve the exact draft rather than creating duplicate connections.
- `task-request`: `connection-setup/task-request` — only the addressed person resolves the requested connection;
usable access releases the pending task request through normal continuation.
- `channel-setup`: `connection-setup/channel-setup` — provider endpoint, represented agent, linked sender, and
communication instructions are configured before an external message is used.
- `failure`: `connection-setup/failure` — denied login, unreachable/private URL, expired credentials, and
permission errors leave an actionable state rather than a false success.
## How to get to it (user POV)
### `apps-catalog`
Open Apps (`/apps`), choose an app, and connect from its landing page. Select an
available method and access, then complete setup. Existing connections open
their details; unfinished ones offer a way to finish setup.
### `mcp-link`
Use **Connect with a link** or `/apps/byo` for a generic MCP server. Paste its
URL, select access, and follow the probe's sign-in/key guidance. Provider-specific
catalog setup and a generic endpoint may use different flows.
### `task-request`
Open the task's pending connection request and its setup action as the named
user. Setup can open in a task dialog and may use an OAuth popup. Follow the
request's original link if setup falls back to a standalone page.
### `resume-connection`
From Apps or connection details, use Finish setup, reconnect, or the offered
authentication recovery action. Reload or return from the provider before
checking whether the same saved connection became usable.
### `chat-channel`
With chat connectors enabled, select a supported chat/email provider in Apps
or open `/apps/chat/connect`. Complete that provider's endpoint setup, then
open its settings (`/apps/chat/:endpointId/settings`). Follow identity linking
as the intended sender before messaging the agent externally.
## Driving it with Playwright and the Paperclip CLI
Preconditions: follow the [baseline](./README.md#before-driving-a-journey).
Choose a disposable provider account/resource and record its auth method,
deployment mode, account ownership, and access selection. For live setup, use
the provider's documented prerequisites in the
[connector playbook](../../doc/connections/CONNECTOR-PLAYBOOK.md). Automated fixtures
do not establish OAuth registration, public callbacks, or production provider access.
### `apps-catalog`
Automated: [Browse](../../ui/src/pages/apps/Browse.test.tsx),
[unconnected app](../../ui/src/pages/apps/AppNotConnected.test.tsx), and
[AppsConnect](../../ui/src/pages/apps/AppsConnect.test.tsx) cover catalog entry,
access selection, provider-specific method choices, and setup failures with
mocked APIs. [Connection intents](../../tests/e2e/connection-intents.spec.ts)
drives store and task setup against one fake provider through a useful continuation:
```sh
pnpm exec vitest run ui/src/pages/apps/Browse.test.tsx ui/src/pages/apps/AppsConnect.test.tsx
pnpm exec playwright test -c tests/e2e/playwright.config.ts tests/e2e/connection-intents.spec.ts
```
Manual: connect from an unconnected provider landing. Select the intended
identity and agent access, complete authentication, reload, and inspect the
saved connection. Run a permitted read-only action with an eligible agent and
verify its useful result. Try an ineligible agent and confirm denial. Repeat
with a user who cannot install company-wide; the UI must not imply broad access.
Notebook is internally gated by `enablePaperclipNotebook` (default off, no settings toggle). Disabled instances hide setup/discovery and deny curated Notebook dispatch and publishing; local removal and grant revocation remain available.
Availability is catalog metadata evaluated by shared connector checks. Notebook
publication and file uploads stay in the Notebook service.
Paperclip Notebook uses the existing personal-account MCP OAuth setup at
`https://notebook.paperclip.app/mcp`. Sign in through Cloud, assign agents, and
verify tool discovery. The connection keeps its default catalog name.
Reconnect must preserve agent assignments and Allowed / Ask first / Off choices.
Removal disables local use and clears saved credentials. Remote authorization
can be revoked separately in Notebook's Connected apps screen; automatic remote
cleanup and custom keyed refresh recovery are deferred. A lost rotating-token
response may require reconnecting. Notebook tools use the selected connection's
ordinary action gateway. See [Notebook](../../doc/connections/PAPERCLIP-NOTEBOOK.md)
for the Notebook-owned uploader and fixture coverage. Live Notebook qualification
still requires the deployed service and both hosted and self-hosted clients.
Daytona follows this same key/access wizard. Its native method exposes the
published platform and Toolbox HTTP actions using provider sandbox IDs, without
a Paperclip task or lease requirement. [Daytona browser setup](../../tests/e2e/daytona-connector.spec.ts)
checks the catalog, password field, access controls, and optional organization
pin. It does not submit a key or qualify a real provider account. See
[Daytona](../../doc/connections/DAYTONA.md) for API-key authority and OAuth limits.
For Braintrust, verify US OAuth (default), US API key, EU OAuth, and EU API key
from both Apps and `/apps/connect?source=braintrust`. Inspect the exact regional
endpoint and method after Save & exit, cancellation/resume, and reconnect;
these operations must retain the saved connection and its access choices.
Verify the key stays out of browser draft storage and public responses, then
perform a bounded read and disposable write through an actual eligible run.
The [Braintrust qualification matrix](../../doc/connections/BRAINTRUST.md#qualification-record)
records completed US OAuth connect/discovery, bounded read, synthetic write
through actual process-agent gateway calls, catalog refresh, reconnect, local
removal, and structural redaction. US API-key and both EU methods still need
account-bound proof. Live token expiry/refresh, remote OAuth revocation, and
native CLI automatic capability delivery remain unqualified; public metadata
and fixtures do not establish those results.
Unikraft follows the same key/access wizard. Setup asks only for the API token;
the default metro is an optional select under Advanced, and each action can name
another published metro. [Unikraft browser setup](../../tests/e2e/unikraft-connector.spec.ts)
checks the catalog, password field, access controls and the advanced metro. It
does not submit a token or qualify a real provider account. See
[Unikraft](../../doc/connections/UNIKRAFT.md) for token authority and metros.
### `mcp-link`
Automated: AppsConnect's generic MCP cases cover probe-driven auth, private or
unreachable endpoints, preregistered clients, secret-backed headers, and unsafe
authorization URLs. These are component/API mocks, not remote provider proof.
[Catalog publication](../../server/src/__tests__/tool-catalog-publication.test.ts)
uses PostgreSQL and a controlled MCP response to check bounded writes, repeated
page entries, preserved action choices, rollback, and concurrent publication.
It does not verify a live provider's discovery contract.
Manual: connect a known test MCP URL through the link flow, verify its saved
endpoint and a read-only action, then repeat with a bad URL and wrong credential.
The error should explain the next action and preserve non-secret setup context.
Test no-auth and authenticated endpoints separately; never infer one from the other.
### `task-request`
Automated: [interaction card](../../ui/src/components/IssueThreadInteractionCard.test.tsx)
checks addressed-user controls. AppsConnect tests cover page/dialog parity,
task-bound OAuth, popup handoff, and verifying a saved connection before closing.
Withdrawn requests render a terminal acknowledgement with no setup action; the
interaction-body test and narrow Storybook journey cover this recovery state.
The connection-intents browser suite above exercises fixture-backed continuation.
Manual: ask an agent to use an unavailable app, open its request as the named
user, and complete setup in the dialog. Verify the card settles, the exact task
resumes, and the agent returns a useful provider result. Repeat the page-host
fallback and denied OAuth path. As another user, confirm that merely seeing the
task does not grant the right to resolve the request.
### `resume-connection`
Automated: AppsConnect tests cover exact-draft resume, declined OAuth, reconnect
lookup failure/retry, response-lost creation, archived connection revival, and
saved account reuse. [App detail](../../ui/src/pages/apps/AppDetail.test.tsx) covers
the connection host. These tests do not complete a real provider login.
Manual: leave setup through its footer, reload Apps, choose Finish setup, and
confirm the same connection is resumed. Decline provider login and recover from
that checkpoint. Reconnect an expired disposable account and verify a permitted
action afterwards. Count connections before/after to catch accidental duplicates.
### `chat-channel`
Automated: [setup routing](../../ui/src/pages/apps/chat/ChatEndpointSetup.routing.test.tsx),
[saved setup state](../../ui/src/pages/apps/chat/ChatEndpointSetup.state.test.ts),
[email setup](../../ui/src/pages/apps/chat/EmailEndpointSetup.test.tsx), and
[identity confirmation](../../ui/src/pages/apps/chat/ChatIdentityConfirm.test.tsx)
cover shared UI logic with fixtures. Provider-specific live setup is not implied.
[Channel integration](../../server/src/__tests__/chat-channels.integration.test.ts)
also covers bounded Telegram subscription recovery at startup and after committed
configuration changes, saved retry deadlines, rollback, and parking pending
repair while an endpoint or connection is inactive. The provider responses are
fixtures. Settled maintenance leaves no discovery timer or database scans.
Manual: complete setup for one named provider, reload endpoint settings, link
the intended sender, and send a disposable message. Verify one task and a useful
reply in the originating conversation. Inspect an unlinked sender's denial and
the endpoint's pause behavior. Repeat independently for each provider at issue;
Slack setup does not qualify Discord, Telegram, GitHub, email, or iMessage.
## Gotchas
- For connecting an assistant to Paperclip itself, use [Assistant connections (MCP)](./assistant-connections.md). This recipe's MCP-link journey connects Paperclip to an external app server.
- Private endpoint rejection depends on deployment: owned loopback MCP servers
are supported in local-trusted/private instances. Public authenticated
deployments apply the private-network restriction.
- A successful OAuth callback is not proof of saved connection access or task
continuation. Verify all three checkpoints.
- Personal identity, shared account access, and per-agent access are distinct.
Connecting an account does not waive an Off action or Ask first review.
- A tool app connection is not a chat endpoint. The same provider can offer both.
- Old Apps/Connections URLs can redirect to Apps. Use the current navigation and
record the actual destination rather than documenting an obsolete screen.
- Full provider matrix, AI-account selection, gateway/profile administration,
and account revocation lifecycles remain outside this seed recipe.
- For governed actions after setup, use [questions and approvals](./questions-and-approvals.md).
### Documentation scope: App catalog and connection setup
Provider-specific authentication/revocation, credential-only accounts, and aggregator administrative variants still need their own detailed matrices.
Supabase and Vercel deployment connections (2026-10-22): Apps offers Supabase
browser sign-in, hosted MCP personal access token, and project-scoped Management
API methods, plus Vercel's team-scoped access token method. Supabase's optional
MCP project pin leaves project creation available when unset; the native method
requires a project and offers Edge Function deployment and selected configuration.
Vercel supports preview/production deployment, build settings, environment
variables and existing domain attachment. Personal/shared credential ownership,
action permissions, reconnect and removal use the regular setup flow. See
[Supabase](../../doc/connections/SUPABASE.md) and
[Vercel](../../doc/connections/vercel.md) for method boundaries and qualification.
For these native methods, continue past a successful connection test into an
actual native agent task: readiness, assigned-tool delivery, and task-card reuse
must all work. The 2026-10-23 walkthrough exposed and repaired omitted REST
admission at those boundaries. Verify a served deployment and provider settings,
not only the catalog action count. Vercel preview requires an existing deployment;
its provider makes the first deployment production, so an empty-project preview
must fail before submission and explain the explicit production prerequisite.