What a tool looks up and what it does are each set at once to Allow, Ask
first or Off; long lists fold behind Customize, where each action shows its
name in words and its description. A note says what Ask first means over
an agent's API. The panel follows a refreshed tool's actions.
The chat and agent tool pickers mark a tool whose connection expired and
offer Reconnect, which redoes the sign-in in place (or opens the connector
page for a custom server). The connector page names the account without
claiming it is connected and says what went wrong in plain words, keeping
the provider's message on hover.
A tool from a connection shows the catalog's description and a Manage
connection button instead of its own switch, and its menu no longer opens
the raw MCP server form to reconnect. It says when it is off or needs
signing in again.
Adds the copy the next changes use and finishes the Sources to Knowledge
wording in connector flows: reconnect toasts, the disconnect and remove
confirmations, the wizard's done step and the Knowledge picker. Permission
choices read Allow / Ask first / Off everywhere.
With client_secret_basic the MCP SDK sets the Basic header and still sends
client_id in the body; Linear refuses that as two authentication methods.
Token and refresh requests now drop the body client_id when the Basic
header is set, as RFC 6749 describes.
mcp 2.x reads code, state and the RFC 9207 iss off the callback handler's
result; the handler still returned a (code, state) tuple, so every MCP
sign-in failed after the user approved it. The callback route now keeps the
issuer too, since servers that advertise it (Linear) refuse a sign-in
without it.
A page opened on a plain-HTTP address registered its own origin as the
callback, which servers such as Linear refuse. MCP_OAUTH_REDIRECT_URI now
wins when set; the page's value is the fallback.
The client follows an MCP sign-in by its task's events, but the test route
kept only success, requires_oauth and auth_url, so the wizard and the custom
MCP modal reported a failed sign-in before the popup could load.
Linear and Sentry publish https://host/mcp as their protected resource.
DocsGPTOAuth gave the MCP SDK only the server's origin, so the SDK's
resource check (RFC 8707) failed before sign-in with "Protected resource
https://mcp.linear.app/mcp does not match expected
https://mcp.linear.app". The provider now gets the full MCP URL; servers
that publish their origin still pass, and tokens stay keyed by origin.
- Tools from a connection turn on and off on the connector's page (a
real switch, not a badge), next to their action permissions.
- Knowledge synced from a connection lists its sync state there, with
Sync now (connector sources and S3/Reddit sources each through their
own endpoint).
- On the Tools and Knowledge pages, anything from a connection has
"Manage connection" in its menu, which opens that page; the tool
editor with its second credentials form is no longer offered for them.
- A link to a part (Jira & Confluence) opens its parent's page.
- Sources (the collection) are called Knowledge: the settings page (now
/settings/knowledge; /settings/sources redirects), the composer and
agent pickers, Add knowledge, and "syncs into Knowledge" on connectors.
Citations keep "sources". All seven locales.
- Connector cards describe what they do ("Syncs into Knowledge", "Looks
things up", "Takes actions") and drop publisher labels ("Built in",
"Preset"). Filters read "Files & storage" and "Docs & wikis" so
"knowledge" means one thing.
- Custom tools are tools: "Add custom tool". The agent picker no longer
splits built-in tools into "Built-in" and "Default".
- Confluence is one card: syncing pages into Knowledge and the Jira &
Confluence MCP actions (part_of on the preset) share a page. The part
shows on its own when Confluence sync is not set up.
- The empty chat screen swaps its last demo card for "Connect your
data" while nothing is connected, naming services this install can
connect.
- A warning dot on Settings and on Settings > Connectors marks a
connection that needs signing in again; unlike the toast it stays until
the connection is fixed. Connections load once at start for it.
- Category pills on the Connectors page follow the composer's capability
filter, so none leads to an empty page.
- One control for members' own MCP servers: the custom MCP server row's
switch (it sets both the policy and the instance switch); the separate
top-level switch is gone.
- Connectors that only sync content show "No tools" instead of a
sharing policy, and the policies read "The sharer decides per share",
"Always the sharer's account", "Always each person's own account".
- A connector that needs server settings can't be switched on until they
exist; a tooltip says why.
- On phones the table becomes a list ("On · 2 connections · …") and each
connector's controls open in a sheet.
- Add Source hands a connection tile to the connect wizard: an existing
account goes straight to choosing what to sync, otherwise it connects
one. The legacy per-service forms stay only for installs without
connectors, so S3 no longer has two different forms.
- Add Tool lists services from the connector catalog first, MCP presets
included, each with its connection state; a connected one opens its
drawer, the rest start the wizard. Built-in tools follow.
- Service tools carry the connector's name everywhere ("Telegram", not
"Telegram Bot"), and the composer groups custom tools (API tool, MCP
servers) as Custom, like the agent builder.
- OpenAPI opens the API tool editor as an unsaved draft; the tool is
created on its first save, so exploring the menu leaves nothing behind.
Notion, Linear, Atlassian, Sentry, Asana and Stripe no longer open the
MCP server form. The wizard shows one "Sign in to Notion" button: the
pop-up opens inside the click (so browsers allow it), follows the
worker's mcp.oauth events to the provider, and the tool is saved on
success with its actions on the done step. Reconnecting a preset uses
the same flow, as do the chat bar and the health toast.
Saving an OAuth MCP server without a new handshake now uses the stored
sign-in instead of failing, and the custom MCP form keeps scopes and
timeout under Show advanced.
- The Connect card's payload carries connection_id for the caller's own
connection (never an owner's), so "Reconnect" in chat signs in again
right there instead of sending the user to Settings. The bar offers
Continue as soon as the connection works again, also after leaving and
coming back to the chat.
- The reconnect event carries source and tool counts, and the toast says
what stopped: "3 sources are paused", "so agents can use it again",
or both. Reconnect signs in again in place and the toast closes itself
once the connection works; MCP servers still reconnect from their
drawer.
An agent called with its API key (widget, API) runs as its owner, and
nobody can approve an action there, so a write set to Always allow ran
on the owner's account for anyone holding the key. A caller is external
when the request carries the key and is not signed in as the owner (an
owner previewing their agent keeps full access).
For external callers, write actions on connection-backed tools are
refused unless listed in the agent config's new api_write_allowlist
(tool_id:action), and a missing connection is refused instead of pausing
on a Connect card the widget cannot show. The flag and list survive a
paused-and-resumed stream. Owners pick the allowed actions under Access
details; a team editor's update keeps the stored list.
- models.py: connector_policies.enabled is the nullable column; the
earlier edit had loosened user_custom_models.enabled instead. A test
pins both against their migrations.
- Admin > Connectors saves one change at a time, so an older snapshot
can no longer overwrite a newer one.
- In member mode, a member with several connected accounts of the same
service uses the one they used (or connected) most recently, not the
oldest.
From a design review against frontend/DESIGN.md:
- Drawer panels use the subtle surface; ToolPermissions takes the
surface it sits on (outline in the wizard, subtle in the drawer).
- The OAuth sign-in is the wizard's footer action with a Cancel
(useConnectorAuth), and sign-in buttons show the service's own glyph
instead of a hard-coded Drive logo. Add Tool's links moved into its
ModalActions footer.
- Failed saves, disconnects and connector creates say so in a toast;
the admin page reports save errors as a toast too.
- Capability badges are neutral; status hues are left for states.
- Row titles use SectionHeader actions, setup settings a DescriptionList,
empty lists EmptyState, retry and row buttons their pill roles.
- The drawer names its close button and describes itself with
SheetDescription; counts are formatted for the app language.
- One ConnectorSetupNotice for the drawer and Upload; warning Alerts use
TriangleAlert; its link keeps the Alert colour (Approved exceptions).
- Tools and Sources tiles show the same "via <service>" meta line; the
paused badge explains itself in a Tooltip.
- On phones the category filter is a Select, empty categories are not
offered, and a composer's capability filter says so with Show all.
- The admin page uses PageToolbar and SectionHeader descriptions, and is
English throughout.
A connector's enabled switch is now optional: unset means on when the
connector has the server settings it needs, so Google Drive, SharePoint
and Confluence start off until their OAuth settings are present, and an
admin's explicit switch always wins. Changing only the sharing mode no
longer switches a connector on.
Members only see connectors they can use. The catalog, Add Source tiles
and Add Tool leave out anything turned off or still needing setup, except
a connector a member already has a connection to, which stays listed as
turned off so it can be managed or removed.
- Creating a tool from an existing connection validates its config too;
the connection supplies the secrets the request leaves out.
- When the connector policies cannot be read, the MCP test and save
routes answer 503 instead of contacting the server.
- Editing a connection-backed tool validates the config before writing
new credentials, so a rejected edit no longer rotates the connection's
key and resumes its sources.
- An MCP edit keeps its previous connection only when the caller owns it
and it signs in the way the tool now does.
Covers creating and editing tools whose key lives on a connection, the
MCP action refresh, and the auth, ownership and error branches of the
connections API. Editing a tool's key now also recovers a connection
whose stored credentials can no longer be decrypted.
Editing an MCP server's URL kept the previous connection when no new
one could be stored (default encryption key), so its key would reach the
new server. The save route now keeps a previous connection only for the
same server, and the executor refuses an MCP tool whose connection was
stored for another server.
- Connection groups sit between the default and custom tools; a second
sort that did not know connection labels moved them to the top.
- Upload picks the first saved account when connections load after the
modal opened on S3 or Reddit, without overriding the user's choice.
- An MCP connection's tokens only go to its own server, and a
connection_id can no longer come from a client: the MCP test/save
routes drop it and the tool executor uses only the resolved one.
- API-key connections are reused only when they hold the same
credentials. Two keys that share a hint or a label get separate
connections ("…abcd (2)"), at runtime and in the 0038 backfill.
- Reconnecting a connection whose secrets cannot be decrypted no longer
flags it from a second transaction while holding its row lock.
- Connection setup validates the sync request before claiming its
Idempotency-Key, so a corrected retry is queued.
- A request that names no connection resolves to none without opening
a database connection; fixes two tests that reached a real database.
- Guides > Connectors: using connections, sharing modes, attribution,
and admin setup (encryption key and rotation, redirect URIs, Google
Drive, SharePoint, Confluence, S3, MCP presets).
- Integration pages register CONNECTOR_REDIRECT_BASE_URI as-is; the
?provider= suffix never matched what the backend sends.
VITE_GOOGLE_CLIENT_ID is optional.
- Upgrading: set ENCRYPTION_SECRET_KEY before migrating multi-user installs.
Scheduled syncs checked the connection's status but not the admin
policy, so a disabled connector kept pulling data. Connector sources now
return "disabled" and S3/Reddit syncs get no credentials until the
connector is turned back on.
- Tool chips and the streaming status name the service: "Searched
Notion", "Used Linear: create issue". Citations from a connector
source read "From Google Drive".
- The share dialog for a connection-backed tool asks whose account team
members use. Owner mode warns which account they act as and needs an
explicit OK when the tool can write; an admin-forced mode is locked.
- Admin > Connectors: enable or disable each connector, force a sharing
mode, allow custom MCP servers, and a setup guide per OAuth connector
with its redirect URI and the server settings still missing. Warns
when credentials use the default encryption key.
- The composer and the agent builder group tools by connection, and the
Sources and Tools popovers link to Connect more.
- MCP presets open the server form titled after the service.
Downgrade removes API-key connections and assumed every tool still had
its v1 copy. Tools added through the wizard after the upgrade never had
one, and a reconnect can change the key after the backfill, so write the
connection's current credentials back to each linked tool first.
Six vendor-run MCP servers (Notion, Linear, Atlassian, Sentry, Asana,
Stripe) join the catalog as presets from docsgpt/connectors/presets/
mcp.yaml; existing connections to those servers show under them.
connector_policies lets an admin turn a connector off or force whose
account every share uses, and app_metadata's
connectors.allow_custom_mcp turns custom MCP servers off. Both are
enforced on the server: new connections, OAuth sign-ins, MCP test and
save, and the tools of a disabled connector stop resolving.
GET/PUT /api/admin/connectors reads and changes them.
A shared tool's owner picks owner or member credentials with
PUT /api/connections/tools/<id>/credential-mode, and a member running
the owner's account always confirms write actions.
Tool-call events and retrieved chunks name the connector they came
from (key and display name, never the account), and tool calls keep
those fields when the conversation is reloaded.
Every entry point (the Connectors page and drawer, Add Source, Add
Tool, the chat) opens one connect wizard: sign in or paste the
credentials, choose what to sync (content services only, skippable),
then a summary with Try it in chat. Tool services create their tools on
sign-in with write actions needing approval, and each action's
permission (Always allow, Needs approval, Off) can be changed in the
wizard or the drawer. The drawer also reconnects, syncs more content,
refreshes an MCP server's tools and removes a connection, keeping or
deleting what it feeds.
The file pickers work from a connection id and fetch a short-lived
picker token when they need one; no session token is kept in
localStorage any more, and any left by an older build is claimed once
and removed. S3 and Reddit reuse the keys stored on a connection.
A tool whose account needs signing in pauses on a Connect card in the
chat; after connecting, Continue resumes the call. A connection whose
sign-in stops working raises a Reconnect toast. The Connectors page is
hidden when the backend does not report connectors_enabled.
Migration 0038 moves every stored secret (OAuth tokens, MCP OAuth
tokens and client registrations, API keys) into the connection's
encrypted envelope, links API-key tools to one connection per distinct
credential, allows several accounts per provider, and adds
credential_mode to sources and tools. OAuth MCP tools keep resolving
each member's own token, as they did before.
docsgpt.connectors.service is now the only reader of OAuth tokens:
get_valid_token_info refreshes under a row lock and persists rotated
refresh tokens, and a revoked grant flags the connection, pauses its
sources and notifies the owner. Loaders build from a connection
(BaseConnectorLoader.from_connection), so scheduled sync covers Drive,
SharePoint and Confluence sources with no browser. S3 and Reddit keys
stay on the connection instead of in remote_data.
New endpoints: POST /api/connections, /setup, /reconnect,
/picker-token, /claim, DELETE /api/connections/<id>, per-action
permissions and MCP refresh-tools. Upload, file listing, sync and
validate-session take a connection_id; session tokens keep working for
this release. The tool executor reads credentials from the resolved
connection (owner or member mode) and pauses on a Connect card when a
connection needs signing in. docsgpt connectors reencrypt rewrites
stored credentials after a key rotation.
Adds a v2 credential envelope next to the v1 tool-secret helpers:
AES-256-GCM, a master key derived once per process from
ENCRYPTION_SECRET_KEY, and a per-record key from HKDF over the owner's
id, which is also the associated data, so a blob moved onto another
user's row does not decrypt. The envelope names its key, so
ENCRYPTION_SECRET_KEY_PREVIOUS keeps old rows readable during a
rotation.
Log redaction now also covers token_info, tokens and client_info, and
the API warns at startup when the public default key is in use.
Add Source splits into Upload and web, and From a connection. Connector
tiles are always shown and say whether an account is connected or the
server still needs setup, instead of disappearing when a VITE_ client
id is unset; without the Google Picker key, Drive falls back to the
server-side file browser. The name follows the first picked item and
the button reads Add source.
Add Tool splits into Built in and From a service. The MCP and API tool
cards move to Connectors > Add custom connector.
Settings > Workspace gets a Connectors page between Sources and Tools:
a searchable catalog filtered by category, one card per service with
its capabilities (Sync, Read, Write) and state (Connect, Connected,
Reconnect, Needs admin setup, Disabled by admin, Custom). A card opens
a drawer listing the accounts, the sources each syncs and the tools
each provides, with Reconnect and Disconnect.
Tools and Sources show which connection an item comes from and when
its sync is paused. Brand icons now draw in currentColor so they
follow the theme, and all new copy is translated in every locale.
connector_sessions already holds one row per signed-in account or MCP
server. Migration 0038 names each row (connector_key, auth_kind,
display_name, account_label) and lets sources and tools point at the
row they use through connection_id, backfilling the links it can prove.
docsgpt/connectors/catalog.py declares every service DocsGPT connects
to, with the server settings it needs and what a connection provides.
New endpoints: GET /api/connectors/catalog, GET /api/connections,
GET /api/connections/<id> and POST /api/connections/<id>/disconnect.
/api/available_tools now groups tools into built_in, service and
custom, and source listings carry connectionId.
arc53-machine