## Thinking Path > - Paperclip manages AI agents and their connections. > - Connection checks must use the configured transport. > - The tool service treated every remaining transport as local stdio. > - Anthropic's old REST method therefore failed with a templateId error. A REST connection with a valid stdio template could incorrectly pass. > - Anthropic now has a supported AI-account flow. This pull request removes its obsolete REST setup option and limits stdio checks to stdio connections. > - Users can connect an AI account, and existing unsupported connections receive an accurate error. ## Linked Issues or Issue Description Related: #13248 added the supported AI-account flow. Searches for related REST health and templateId bugs found no duplicate fix. **What happened?** The Anthropic REST API-key connection showed `Local stdio MCP connections must use an approved templateId`. Health checks and catalog discovery both fell through to the local stdio path. A REST connection with an approved template could report success and expose the template's catalog without a REST integration. **Expected behavior** Only local stdio connections use command templates. Unsupported transports return an accurate HTTP 422 error. New Anthropic accounts use the supported runtime authentication flow. **Steps to reproduce** 1. Check out the test-only commit `924e6e85a` in a separate worktree and install dependencies. 2. Run `pnpm exec vitest run packages/shared/src/app-definitions.test.ts server/src/__tests__/tool-access-service.test.ts -t 'unsupported REST|obsolete Anthropic'`. 3. The tests exercise saved Anthropic REST configuration and an unsupported REST connection containing an approved stdio template. They cover health checks and catalog discovery separately. 4. Run the same tests on the fix commit. They pass. The full affected files also pass. **Paperclip version or commit** Reproduced against master `6cef9743c`. **Deployment mode** Server transport handling. Reproduced with an isolated embedded PostgreSQL test database. No provider account or live credentials are required. ## What Changed - Restrict stdio health checks and tool discovery to `local_stdio`. - Return and audit `tool_connection_transport_unsupported` with HTTP 422 for unsupported tool transports. - Remove Anthropic's obsolete REST method from the generated catalog and its durable ingestion source. Keep its subscription and API-key AI methods. - Cover the reported error, false-success case, rejected obsolete setup, connection removal, and the UI's AI-account submission path. - Replace impossible reconnect forms for removed methods with supported setup, while preserving connection removal. - Preserve AI-versus-tool intent isolation for legacy requests and reject new unsupported Anthropic tool requests. - Document recovery for existing unsupported connections. ## Verification - Clean-worktree red/green: the same command failed all six regression cases at `924e6e85a` and passed all six at `4d3de9de0`. The failing run includes the reported templateId error. - Green: all 555 tests across the six affected test files passed. - Recovery UI red/green: three added cases failed before the recovery fix and passed afterward; all 200 tests across setup, detail, and advanced controls passed. - After the recovery UI update, UI typecheck/build and token gates passed again. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm check:token-gates` — passed. - Catalog regeneration — passed with the documented `PAPERCLIP_CONTENT_TEMPLATES` override for the local capture corpus. - Full CI on `69fb31fd4` — passed all general and serialized test shards, browser shards, typecheck, build, runner verification, and canary dry run: https://github.com/paperclipai/paperclip/actions/runs/34726975425. - The local serial `pnpm test:run` was stopped after the fixture correction superseded that run; full-suite verification above comes from CI. All 555 affected tests passed locally, including all 17 connection-intent tests after the correction. - Greptile — 5/5, successful check on final commit `69fb31fd4`, no unresolved findings. - No live Anthropic validation was performed. The UI regression uses a fake key and a mocked AI-account response. ## Risks Existing obsolete REST connections remain in needs-attention state. Users must add an account through the supported flow and remove the old connection. Credentials and grants are not transferred automatically. Removal remains covered. The specialized AgentMail and Composio paths keep their existing behavior. There are no schema or permission changes. ## Model Used OpenAI GPT-6 through Codex. The exact serving model ID and context-window capacity are not exposed in this session. Used reasoning, code editing, shell tools, and test execution. ## 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> |
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|---|---|---|
| .. | ||
| AGENTMAIL-DAYTONA-VERIFICATION.md | ||
| AGENTMAIL-VERIFICATION.md | ||
| AGENTMAIL.md | ||
| AI-CONNECTIONS.md | ||
| CONNECTOR-PLAYBOOK.md | ||
| FIRST-30-MATRIX.md | ||
| GENERIC-REMOTE-MCP.md | ||
| GITHUB.md | ||
| GLOSSARY.md | ||
| GMAIL.md | ||
| GOOGLE-WORKSPACE.md | ||
| IMESSAGE-PHOTON-VERIFICATION.md | ||
| IMESSAGE-PHOTON.md | ||
| POSTHOG.md | ||
| README.md | ||
| SECURITY-THREAT-MODEL.md | ||
| SMOKE-LAB-BROWSER-RUNNER.md | ||
| SMOKE-LAB-TUTORIAL.md | ||
| TASK-REVIEWS-VERIFICATION.md | ||
| TASK-REVIEWS.md | ||
| VERCEL-CONNECT.md | ||
README.md
Apps, Connections, and Integrations
Audience: internal engineers and product contributors working on integrations.
Start here when adding a provider: Connection authoring runbook. It is the canonical agent tutorial from provider research and protocol classification through manifest generation, branding, secrets, deterministic tests, real-account proof, and PR submission.
Runtime authentication: AI Connections.
Provider notes: Google Workspace, Gmail, PostHog, AgentMail, and iMessage Photon. Optional credential custody: Vercel Connect.
Post-read action: classify a new integration request, pick the right Paperclip layer to change, and avoid creating a parallel connection framework.
Decision Record
Board decisions from PAP-13211 make the Apps v2 substrate on the PAP-10341 branch canonical:
- D1: Apps v2 is the substrate. The active model is
tool_applications,tool_connections, catalog entries, profiles, policy rules, action requests, gateway sessions, audit events, and runtime slots. Connections v1 is retired as an implementation path. - D2: one credential authority per connection, brokered projections. The
default is the Paperclip instance vault: durable third-party credentials live
in
company_secretsas secret refs. A reviewed remote MCP method may instead opt in to Vercel Connect, in which case Vercel is the durable credential authority and Paperclip stores only the connector reference and redacted grant metadata. A connection must never mix those two sources. Adapter config, plugin config, harness credential files, and run environments may receive only brokered or projected credentials. - D3: the vocabulary and three-door IA are product law. The default product doors are Apps, Connections, and Review. Protocol and operator-depth concepts live behind Developer or Advanced surfaces.
- D4: unification lands on PAP-10341. Pages, CircleBack-style harness MCP OAuth, provider gallery work, and plugin-provided integrations converge on this branch instead of spawning new integration substrates.
- D5: inbound stays thin. External clients that call Paperclip use scoped Paperclip tokens and existing profiles/rules. They do not get a separate permission model.
Canonical Object Model
Use connection as the unifying noun. A connection is four things:
- A stored credential reference.
- A capability catalog.
- A governance layer.
- An audit trail.
Everything else is an axis on that object:
| Axis | Values | It answers |
|---|---|---|
| Direction | outbound, inbound | Who is the client? |
| Transport | MCP, native REST/OpenAPI, OAuth app install, webhook | How do bytes move? |
| Auth mode | OAuth, API key/PAT, app installation, none | What does the secret represent? |
| Credential owner | company, user, run | Whose identity acts? |
| Packaging | catalog entry, plugin, skill | How does it ship? |
MCP is a transport, not a product category. "Install the Discord app", "connect Google Drive", and "add an MCP endpoint" all produce governed connections with different transport/auth values.
Layer Stack
When you are unsure where a change belongs, place it on the narrowest layer that solves the problem:
| Layer | Owns | Examples |
|---|---|---|
| Surface | user-facing Apps, Connections, Review, Developer/Advanced screens | gallery cards, setup wizard, review queue |
| Governance | profiles, bindings, allow/ask-first/block rules, quarantine, audit | read-only profile, ask-first write policy |
| Capability | action catalogs, schemas, risk classes, changed-tool review | search_issues, create_comment, schema hash |
| Credential | company_secrets, OAuth broker, credential resolver, token broker |
Slack bot token ref, Google OAuth refresh token ref |
| Identity | actor attribution and token exchange | board user, agent run, first-party service identity |
| Transport | how the external system is reached | remote HTTP MCP, local stdio, REST/OpenAPI, webhook |
The agent should not hold a durable provider credential. It should hold a Paperclip run/session token; the server or broker resolves the connection, checks governance, invokes the provider, and writes audit.
Identity vs. connections
Signing a user in and connecting a resource are different planes with different owners, different token profiles, and different homes. Do not merge them. This section is the public, connections-side statement of the identity model so connector implementers inherit the rule without depending on private identity-service documentation or re-deriving it.
| Plane | Question | Lives where | Token profile |
|---|---|---|---|
| P1. Sign-in methods | Who are you? | paperclip-id (id.paperclip.ing → Account) |
Minimal-scope provider tokens (openid email profile), used once to authenticate, encrypted at rest, never exported |
| P2. Connections (Apps) | What may your agents touch? | Paperclip App instances (tool_connections), acquired via the connect broker for hosted + self-hosted |
Rich-scope, long-lived resource tokens in the instance's encrypted vault; per-agent grants; risk-tier policy defaults |
| P3. Login with Paperclip | Who may authenticate against us? | paperclip-id OIDC provider + DB-backed client registry |
Our ES256 ID/access tokens issued by us to registered RPs (instances, the broker, future third parties) |
Everything in doc/connections/ — the First-30 matrix,
the connection authoring runbook, and the connect-broker work —
lives on plane P2. It never acquires, stores, or brokers a P1 sign-in token.
The standing rule (D7)
Adopted as a standing rule (decision D7) with the identity-model plan. State it verbatim in any P2 design so the app-store work cannot drift into merging the planes:
Sign-in tokens are never reused as resource tokens; id.paperclip.ing never stores resource tokens; no connections hub on the ID service.
P2 tokens flow broker → instance vault as pass-through only; the id.paperclip.ing Account page therefore must not grow a "Connections" hub. The reasons to hold the planes apart (from the plan §3):
- Scope discipline. Sign-in wants the narrowest grant; connections want deliberately broad ones. One button that does both is how you grant repo access just to log in.
- Blast radius. id.paperclip.ing holding every customer's Vercel/Slack/GitHub resource tokens would make it the single juiciest target in the fleet; the broker is intentionally pass-through.
- Self-hosted symmetry. Instances own their vaults, so self-hosters don't depend on our uptime to use their own connections.
- Legibility. Sign-in and connections answer different user questions, and every product we benchmarked (Vercel, Railway, GitHub, Google) keeps them on separate pages with separate names.
The explicit Vercel Connect exception does not change D7 or merge P1 and P2.
The operator chooses Vercel as the P2 credential authority for an individual
connection. id.paperclip.ing is not involved, and neither sign-in tokens nor
provider tokens pass through it. The deployment's Vercel access token or
workload OIDC identity is bootstrap authority for that external vault, not a
provider resource credential.
Naming alignment
Use the surface-correct name for each plane; they intentionally differ:
| Surface | Plane | Name to use |
|---|---|---|
| Paperclip App instances | P2 | "Connections" |
| id.paperclip.ing Account | P1 | "Ways to sign in" |
| id.paperclip.ing admin | P3 | "OIDC clients" (until the app store productizes it) |
Packaging Rule
Default to a catalog entry when an integration can be described as metadata: manifest, auth config, action catalog, resource filters, and policy defaults.
Use a plugin only when the integration needs product code such as custom UI pages, its own tables, workers, migrations, routines, or specialized ingestion. A plugin may bundle catalog entries, but it must not bypass the connection, profile, policy, credential, and audit model.
Use a skill for agent instructions. Skills may use connections; they must not own durable tokens.
Canonical Docs
- Glossary defines product and internal terms.
- Identity vs. connections is the public statement of the P1/P2/P3 boundary and the D7 standing rule for connections work.
- Security threat model harvests the keeper from PAP-2359 and maps it onto Apps v2.
- First-30 matrix harvests the keeper from PAP-2432 and is the source matrix for connector playbook work.
- Connecting any remote MCP server is the baseline: how an operator connects a standards-compliant remote MCP endpoint with no Paperclip code change, and how sign-in resolves a client.
- Connection authoring runbook is the one end-to-end, agent-executable guide for adding a vendor as a catalog entry on Apps v2: research, connection-type selection, OAuth/API-key/generated-URL setup, encrypted credential handling, branding, implementation, browser and live-provider testing, verification, and PR submission.
- Vercel Connect operator guide documents the optional external credential source, deployment flags, runtime resolution, recovery, and smoke requirements.
- MCP access governance remains the operator runbook for the current gateway, profile, policy, approval, runtime, and audit APIs.
Migration Notes
Connections v1 contributed useful policy, UX, and rollout thinking, but its
implementation branch is no longer the target. When you see old tickets or code
using connections, connection_grants, or a provider-directory mental model,
translate the intent into Apps v2:
| Connections v1 intent | Apps v2 home |
|---|---|
| Provider directory | Apps gallery / tool_applications |
| Configured provider instance | Connection / tool_connections |
| Grant allowlist | Profiles, profile bindings, policies |
| Resource filters | Policy/profile conditions plus provider config |
| Tool broker | Tool gateway and runtime supervisor |
| Connection UX tail | Apps, Connections, Review, Developer/Advanced IA |
Do not add new work to the retired v1 branch. If an old ticket still describes a valid product gap, retarget it to an active Apps v2 issue or close it as superseded with a link to the replacement.