## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Apps system gives agents governed access to external services > - The managed Google Workspace connector uses separate profiles for each app and access level > - Several app definitions and callback paths did not enforce the same profile contract > - The default method could also select a customer OAuth setup when a managed read profile was available > - This pull request aligns the profile contracts, setup guidance, default selection, and activity attribution > - The benefit is a consistent managed connection flow for every Google Workspace app ## Linked Issues or Issue Description N/A — no public GitHub issue exists for this follow-up. Related merged work: [#12600](https://github.com/paperclipai/paperclip/pull/12600) and [#12609](https://github.com/paperclipai/paperclip/pull/12609). This change follows the merged Paperclip Cloud managed OAuth broker work. It does not add a new broker or provider client. **What happened?** The Google Workspace connection definitions could drift from the shared connector profile registry. The callback activity always named Gmail. Google Sheets did not show the Developer Preview requirement. The setup flow could select a customer-owned write method when Cloud advertised only a managed read profile. The tool-access service had no non-Gmail managed callback test. **Expected behavior** Each managed Google Workspace profile must use its exact app slug, MCP URL, scopes, ownership, risk tier, and write-tool policy. Callback activity must name the correct app and profile. Every Google Workspace card must show the same Developer Preview prerequisite. An available managed method must be the default within the selected capability. The customer-owned method must remain available as a fallback. **Steps to reproduce** 1. Advertise only the `gmail.read` managed profile. 2. Open the Gmail connection setup. 3. Observe that the customer-owned draft method becomes the default. 4. Complete a managed Google Drive callback. 5. Observe that the activity row names Gmail instead of Google Drive. 6. Open the Google Sheets setup. 7. Observe that it does not show the Google Developer Preview prerequisite. **Paperclip version or commit** Current `master` at the start of this follow-up. **Deployment mode** Local development. The same connector definitions apply to Cloud-hosted and self-hosted instances. **Installation method** Built from source with pnpm. **Agent adapter(s) involved** Not adapter-specific. This change affects the core Apps and tool-access paths. ## What Changed - Added one table-driven invariant for all 16 Google Workspace profiles. - Verified each profile against its app slug, MCP URL, exact scopes, capability, ownership, grant kind, risk tier, and write-tool allowlist. - Kept the Google Chat write profile least-privilege because its only enabled write tool is `send_message`. - Added the Google Developer Preview prerequisite to Google Sheets. - Preferred an available Paperclip-managed method before a customer-owned method. - Preserved explicit capability selection and the customer OAuth fallback. - Switched managed-profile availability from the anonymous global capability document to the enrolled instance's signed status response, so internal-pilot profiles cannot be enabled locally without an authorized instance binding. - Replaced the Gmail callback activity constant with the validated app slug and connector profile. - Added connector and route coverage for signed per-instance capabilities, including inactive and malformed responses. - Added a Google Drive callback test that covers the signed profile request, personal vault refs, encrypted secret rows, catalog filtering, and non-sensitive activity details. ## Verification - `pnpm -r typecheck` — passed across all workspaces before the signed-capability follow-up; final targeted shared and server typechecks also passed after it. - `pnpm exec vitest run server/src/services/paperclip-cloud-connector.test.ts` — passed, 9 tests. - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts` — passed, 19 tests. - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts` — passed, 205 tests. - `pnpm test:run` — incomplete after the general server group reported five failures in `server/src/__tests__/workspace-runtime.test.ts`. The failures are outside the changed files. The run was stopped before the remaining serialized suites because the shared worktree was needed for a follow-up edit. - `pnpm build` — passed on the final tree. - `git diff --check` — passed on the final tree. The five full-suite failures were: - `records teardown and cleanup operations when a recorder is provided` - `does not accept an occupied allocated port when listener ownership is unavailable` - `backfills a pre-existing HTTP-only managed worktree runtime to verified HTTPS in place` - `re-adopts a live service whose shell command differs from the surviving process argv` - `reuses a registered legacy worktree that already has the branch checked out` ## Risks - The default setup method changes when at least one Paperclip-managed method is available. Explicit read, write, or draft choices still stay within the selected capability group. - Managed method availability now depends on Paperclip Cloud's signed enrolled-instance status. A Cloud outage or an inactive enrollment hides managed methods while leaving customer-owned OAuth available. - The callback activity schema gains a non-sensitive `profile` value. It does not include tokens, account identifiers, emails, tenant identifiers, or provider error text. - The profile invariant is strict. A future Google scope or tool change must update the shared registry and the matching app definition together. - There are no database migrations and no public API changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5.6, with reasoning, repository tools, code execution, and test execution. The effective context window was managed by the Codex task runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] 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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|---|---|---|
| .. | ||
| CONNECTOR-PLAYBOOK.md | ||
| FIRST-30-MATRIX.md | ||
| GENERIC-REMOTE-MCP.md | ||
| GLOSSARY.md | ||
| GMAIL.md | ||
| GOOGLE-WORKSPACE.md | ||
| POSTHOG.md | ||
| README.md | ||
| SECURITY-THREAT-MODEL.md | ||
| SMOKE-LAB-BROWSER-RUNNER.md | ||
| SMOKE-LAB-TUTORIAL.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.
Provider notes: Google Workspace, Gmail, PostHog. 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.