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turnstone/docs/operations/mcp-oauth-headless.md
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Patrick Buckley adeb10bc2c feat(mcp): admin status, deferred-consent persistence, operator docs (Phase 9) (#516)
* feat(mcp): admin status, deferred-consent persistence, operator docs (Phase 9)

Completes the OAuth-MCP build-out (Phases 0-8 shipped) by closing the
operator + deferred-consent gaps:

1. **Per-(user, server) deferred-consent persistence** — when a
   non-interactive run (scheduled / channel) hits ``mcp_consent_required``
   or ``mcp_insufficient_scope``, the sync pool dispatchers now upsert a
   row into a new ``mcp_pending_consent`` table.  The dashboard hydrates
   the gear-icon badge from this table on load, so users who weren't
   online to see the in-flight SSE prompt still surface the deferred
   work on next login.  Cleared automatically by the OAuth callback
   handler on consent completion; manual user dismiss via new DELETE
   endpoints.  Composite PK ``(user_id, server_name)`` collapses repeat
   occurrences for the same server — no NULLs-not-distinct trap.

2. **Admin status pill + bulk-revoke** — the MCP Servers admin row now
   shows ``consented_users_count`` for ``auth_type=oauth_user`` rows
   when ≥1, with a two-step-confirm ``bulk-revoke`` button that drops
   every user's token for the server via the existing
   ``delete_mcp_oauth_rows_by_server_name`` primitive.  Upstream RFC
   7009 revoke is intentionally NOT attempted in bulk (avoids N
   upstream HTTP calls per admin click); audit detail records
   ``upstream_revoke_outcome=bulk_admin_no_upstream``.  A "last
   refresh" pill (age + outcome) renders on each row, sourced from a
   new ``_last_refresh`` dict populated by ``_refresh_server`` on every
   call (both manual ``refresh_sync`` and the ``_cb_auto_reconnect``
   follow-up).

3. **ClientType.SCHEDULED** added to the prompts module + scheduler
   passes it through to ``create_workstream``.  ``ChatSession`` now
   computes ``_is_interactive_for_consent`` at construction (WEB / CLI
   are interactive; CHAT / SCHEDULED are not) and plumbs the flag
   through ``call_tool_sync`` / ``read_resource_sync`` /
   ``get_prompt_sync`` to the three sync dispatchers.  The wrap at the
   ``_is_structured_error`` gate routes consent codes to the new
   ``_record_pending_consent_best_effort`` helper for non-interactive
   callers only; interactive sessions stay on the in-flight SSE path
   Phase 8 ships unchanged.

4. **Operator docs** — ``docs/mcp-oauth.md`` (operator guide, parallel
   to ``docs/oidc.md``: ``auth_type`` choice, OAuth client setup,
   encryption-key rotation, troubleshooting matrix) and
   ``docs/operations/mcp-oauth-headless.md`` (one-paragraph runbook
   per ``feedback_runbook_trust_llm.md``: pre-consent recipe for
   scheduled / channel-driven runs).

Schema
- Migration 054_mcp_pending_consent.py — composite PK
  ``(user_id, server_name)``, ``occurrence_count`` + ``first_seen_at`` /
  ``last_seen_at`` for recency metadata, ``idx_mcp_pending_consent_user``
  for the badge-load query.  No FKs (matches the rest of the
  oauth_user schema).
- Migration 055_mcp_user_tokens_server_index.py — adds
  ``idx_mcp_user_tokens_server`` on ``(server_name, expires_at)`` so
  the admin pill's ``count_mcp_consented_users_*`` queries don't
  full-scan against the leading-``user_id`` composite PK.
- Cross-backend: works on SQLite + PostgreSQL via dialect-specific
  ``on_conflict_do_update`` (PG ``postgresql.insert`` / SQLite
  ``sqlalchemy.dialects.sqlite.insert``).  No ``NULLS NOT DISTINCT``
  needed — the simplified PK eliminates the cross-version trap.

Endpoints
- ``GET /v1/api/mcp/oauth/pending`` — list deferred-consent records for
  the authenticated user.  Install-level gate via cached
  ``any_oauth_user_mcp_servers`` short-circuits to ``{pending: 0}`` on
  installs with no oauth_user MCP servers — local-auth deployments
  exercise zero new storage queries on this path.  The gate result is
  cached on ``app.state`` with a 60s TTL to spare repeat dashboard
  loads.
- ``DELETE /v1/api/mcp/oauth/pending/{server_name}`` — single dismiss.
  Returns 204 in both existed-and-deleted and never-existed cases
  (no cross-tenant existence leak); audits
  ``mcp_server.oauth.pending_consent_dismissed`` with
  ``mode=single`` + ``cleared=0|1`` so a session-hijack attacker
  scrubbing breadcrumbs leaves an audit trail.
- ``DELETE /v1/api/mcp/oauth/pending`` — bulk dismiss; audits
  ``mode=bulk`` + ``cleared=N``.
- ``POST /v1/api/admin/mcp-servers/{name}/bulk-revoke`` — admin
  bulk-revoke for the named server's per-user tokens.  Requires
  ``admin.mcp`` permission + 400s when the row isn't ``oauth_user``.

All four registered on both ``turnstone-server`` and
``turnstone-console`` (mirrors the Phase 8 ``/connections`` endpoint
shape).

Performance
- Admin list handler now uses a single ``GROUP BY`` bulk-count query
  (``count_mcp_consented_users_grouped_by_server``) wrapped in
  ``asyncio.to_thread`` rather than N per-row sync DB round-trips
  inside the async handler.  Skipped entirely when no row is
  oauth_user.

Frontend
- ``ui/static/app.js``: ``loadPendingConsents()`` hydrates the
  existing ``_pendingConsentServers`` set on dashboard init + after
  the user opens the settings modal.  Endpoint failures stay silent
  — the badge will be re-driven by the next in-flight tool error.
- ``console/static/admin.js``: ``consented_users_count`` pill +
  ``bulk-revoke`` button on each MCP row (only when ≥1 consented),
  two-step confirm matching the existing delete pattern.  ``last-
  refresh`` age + outcome pill in the per-row status cell, sourced
  from the freshest per-node entry in ``status[*].last_refresh_at`` /
  ``last_refresh_outcome``.  CSS for the pills in ``style.css``.

Tests
- ``test_mcp_pending_consent_storage`` — 13 tests covering upsert
  idempotency, list ordering, per-user isolation, single/bulk delete,
  count-by-server + grouped variant, install-level gate.
- ``test_mcp_pending_consent_dispatch`` — 9 tests, including the
  boundary-cross gate per ``feedback_tests_through_boundaries.md``:
  drives the real ``call_tool_sync`` → ``_dispatch_pool_sync`` →
  ``_is_structured_error`` → ``_record_pending_consent_best_effort``
  with a mocked classified-lookup so the structural plumb-through is
  verified end-to-end.  Includes a storage-failure test that pins
  the docstring's "envelope unchanged on storage failure" promise.
- ``test_mcp_pending_consent_endpoints`` — 11 tests: install gate,
  list-for-self, no-cross-user-leak, single/bulk delete, idempotent
  not-found, audit emission on single + bulk + cross-tenant dismiss.
- ``test_chat_session_interactivity_flag`` — 7 tests pinning the
  ``ClientType`` → ``_is_interactive_for_consent`` mapping against
  the module-level ``INTERACTIVE_CONSENT_CLIENT_TYPES`` frozenset.
- ``test_mcp_admin_bulk_revoke`` — 7 tests covering admin.mcp
  permission gate, 404 on missing, 400 on non-oauth_user, 200 with
  ``rows_deleted`` + ``consented_users_before``, audit row with
  ``upstream_revoke_outcome=bulk_admin_no_upstream``, cross-server
  isolation.
- ``test_mcp_oauth_handlers`` — 2 new callback tests pin the post-
  callback ``delete_mcp_pending_consent`` invocation: success-clears
  + storage-failure-still-redirects.
- 636 tests pass on the impacted surface (47 new + Phase 0-8 OAuth-MCP
  + session + prompts + storage admin).  ruff + mypy clean.

Hard invariants honored
- Static path byte-identical for ``auth_type ∈ {none, static}`` — the
  flag flows only through the pool dispatchers, which only fire when
  the row resolves to ``oauth_user``.
- ``asyncio.timeout`` (not ``asyncio.wait_for``) preserved on every
  AS / SDK / pool-loop await — no new awaits added to the hot path.
- Install-level gate on the badge endpoint: cached
  ``any_oauth_user_mcp_servers`` returns False on a row-less
  deployment → endpoint short-circuits without touching the pending-
  consent table; 60s TTL bounds the staleness window after admin
  flips ``auth_type``.
- Operator-actionable codes (key-unknown, url-insecure, *_forbidden)
  explicitly filtered out of persistence — they're outside the
  user-facing consent badge scope.
- Best-effort write: the structured-error envelope returned to the
  agent is identical whether the persistence write succeeds or fails
  (storage exception is logged with type name only — no chained
  context that could carry an ``httpx.Request`` bearer header).
- No ``exc_info=True`` on any new path that can chain a bearer-bearing
  ``httpx.Request``.
- Defensive parsing: ``_parse_pending_consent_envelope`` mirrors
  ``_is_structured_error``'s ``isinstance(decoded, dict)`` guard plus
  filters scope tokens through ``is_valid_scope_token`` capped at
  ``MAX_INSUFFICIENT_SCOPE_REPORTED`` — defense-in-depth even though
  production callers already validate upstream.
- Audit events on every dismiss endpoint so a session-control attacker
  scrubbing dashboard breadcrumbs still leaves a trail.

Cross-backend
- Tested on SQLite via the conftest backend fixture.
- PostgreSQL path uses ``postgresql.insert(...).on_conflict_do_update``
  parallel to the existing ``mcp_user_tokens`` upsert in Phase 3.

Deferred (not Phase 9 blockers)
- Multi-node pool eviction on bulk-revoke: only local-node sessions
  would be evicted if we built it, and there's no bulk-by-server
  primitive on MCPClientManager today; remote nodes will surface as
  a 401 on next dispatch which refreshes through the (now empty)
  token row.
- RFC 8693 / Azure OBO ``auth_type=oauth_token_exchange`` — captured
  in the design doc as a future architectural direction (~600 LOC +
  IdP-side admin work); requires OIDC token capture and per-MCP-server
  resource-trust configuration that v1 does not ship.

* docs(mcp): address Copilot review feedback on Phase 9

- Fix misleading admin.js comment that claimed the refresh pill rendered
  "<short-relative> <outcome>" — the pill actually renders only the short
  age, with outcome reflected via CSS class and tooltip.
- Replace broken feedback_secrets_not_in_env.md repo-root link in
  mcp-oauth.md with the inlined rationale (env-borne secrets reachable
  via shell tools / os.environ; TOML secrets are not).
2026-05-12 13:15:09 -07:00

1.5 KiB

MCP OAuth in headless / scheduled / channel-driven runs

Constraint: OAuth-MCP servers (auth_type=oauth_user) require browser-based user consent. Users must pre-consent via the web UI before any run that cannot drive a browser redirect.

Affected surfaces:

  • Scheduled workstreams (turnstone-console task scheduler).
  • Discord adapter runs.
  • Slack adapter runs.
  • Any future channel adapter without an interactive browser session.

What happens when consent is missing:

A tool call against an oauth_user server returns a structured mcp_consent_required error to the agent. The agent surfaces the deferred work in its output. Turnstone persists a record to mcp_pending_consent so the dashboard badge surfaces the deferred consent need to the user on next login.

Recovery:

The user opens the dashboard, sees the gear-icon badge counting pending consents, opens the settings modal, clicks Connect for each affected server, and completes the OAuth dance. The pending-consent record is cleared by the OAuth callback handler on success. Subsequent scheduled / channel runs use the freshly-stored token.

Pre-consent recipe:

Before scheduling a workstream that depends on an oauth_user MCP server, the user should:

  1. Open the dashboard.
  2. Open the settings modal (gear icon).
  3. Click Connect on each MCP server the schedule will use.
  4. Confirm consent in the popup.

This stores tokens that the scheduled run will reuse. Refresh-token rotation is handled transparently on the run side; only the first consent requires browser interaction.