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A user wants to manage patrimonial history — a document-backed record of a family's wealth where every figure traces back to the statement it came from — by pointing an external agent harness at Sure. That model belongs in the harness, not in Sure: it needs numbered build deltas, golden tests and closed periods that a mutable Postgres row cannot provide. What Sure was missing was the seam. The Statement Vault already does most of the work — original bytes retained, SHA-256 dedup, period detection, account matching with a confidence score, reconciliation against ledger balances, and a month-by-month coverage map — but it is reachable only from the web UI. An agent could not archive a document, cite one, or check for gaps. Adds five preview MCP tools over what already exists, plus a citation grammar for values the agent writes: - upload_account_statement, list_account_statements, get_account_statement, get_statement_coverage - record_valuation, whose source citation is parsed rather than trusted: ["estimated: "] citation [" (grade: A|B|C)"]. An uncited or free-styled value is rejected at the write boundary instead of landing in the ledger looking authoritative. link and reject are deliberately not exposed. Attaching a statement to an account is the human's decision, and the vault UI is where it is made; the agent reports the suggested match and stops there. Assistant.function_classes now takes a user so preview tools stay out of the default surface. They are hidden from tools/list and not callable by name without the preference enabled, and the vault tools re-check the manager role and per-account permissions, since MCP calls never pass through a controller. Docs: the blueprint this implements, and a guide covering which side owns which layer, the vocabulary map between the two, the monthly runbook, and the gaps (non-user holders, non-statement documents, one value per date). No migrations, no API endpoints, no UI. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01JFDp9HhXDeswadu4cxFojn
180 lines
5.1 KiB
Ruby
180 lines
5.1 KiB
Ruby
class McpController < ApplicationController
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include OauthBase
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PROTOCOL_VERSION = "2025-03-26"
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# Skip session-based auth and CSRF — this is a token-authenticated API
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skip_authentication
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skip_before_action :verify_authenticity_token
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skip_before_action :require_onboarding_and_upgrade
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skip_before_action :set_default_chat
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skip_before_action :detect_os
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before_action :authenticate_mcp_token!
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def handle
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body = parse_request_body
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return if performed?
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unless valid_jsonrpc?(body)
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render_jsonrpc_error(body&.dig("id"), -32600, "Invalid Request")
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return
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end
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request_id = body["id"]
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# JSON-RPC notifications omit the id field — server must not respond
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unless body.key?("id")
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return head(:no_content)
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end
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result = dispatch_jsonrpc(request_id, body["method"], body["params"])
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return if performed?
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render json: { jsonrpc: "2.0", id: request_id, result: result }
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end
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private
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def parse_request_body
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JSON.parse(request.raw_post)
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rescue JSON::ParserError
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render_jsonrpc_error(nil, -32700, "Parse error")
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nil
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end
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def valid_jsonrpc?(body)
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body.is_a?(Hash) && body["jsonrpc"] == "2.0" && body["method"].present?
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end
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def dispatch_jsonrpc(request_id, method, params)
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case method
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when "initialize"
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handle_initialize
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when "tools/list"
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handle_tools_list
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when "tools/call"
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handle_tools_call(request_id, params)
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else
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render_jsonrpc_error(request_id, -32601, "Method not found: #{method}")
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nil
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end
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end
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def handle_initialize
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{
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protocolVersion: PROTOCOL_VERSION,
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capabilities: { tools: {} },
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serverInfo: { name: "sure", version: "1.0" }
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}
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end
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def handle_tools_list
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tools = Assistant.function_classes(mcp_user).map do |fn_class|
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fn_instance = fn_class.new(mcp_user)
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{
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name: fn_instance.name,
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description: fn_instance.description,
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inputSchema: fn_instance.params_schema
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}
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end
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{ tools: tools }
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end
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def handle_tools_call(request_id, params)
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name = params&.dig("name")
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arguments = params&.dig("arguments") || {}
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# Scoped to the authenticated user so a tool hidden from tools/list is not
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# callable by guessing its name — a non-preview caller gets the same
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# "Unknown tool" response as for a name that does not exist.
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fn_class = Assistant.function_classes(mcp_user).find { |fc| fc.name == name }
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unless fn_class
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render_jsonrpc_error(request_id, -32602, "Unknown tool: #{name}")
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return nil
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end
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fn = fn_class.new(mcp_user)
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result = fn.call(arguments)
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{ content: [ { type: "text", text: result.to_json } ] }
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rescue => e
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Rails.logger.error "MCP tools/call error: #{e.message}"
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{ content: [ { type: "text", text: { error: e.message }.to_json } ], isError: true }
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end
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def authenticate_mcp_token!
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auth_header = request.authorization.to_s
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token = auth_header[/\ABearer\s+(.+)\z/i, 1]&.strip&.presence # pipelock:ignore
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return if token.present? && authenticate_via_doorkeeper(token)
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return if token.present? && authenticate_via_env_token(token)
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render_mcp_unauthorized
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end
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def authenticate_via_doorkeeper(token)
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access_token = Doorkeeper::AccessToken.by_token(token)
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return false unless access_token&.accessible?
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return false unless access_token.scopes.include?("read_write")
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user = User.find_by(id: access_token.resource_owner_id)
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return false unless user&.active?
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setup_mcp_session(user)
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true
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end
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def authenticate_via_env_token(token)
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expected = ENV["MCP_API_TOKEN"]
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return false unless expected.present?
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return false unless ActiveSupport::SecurityUtils.secure_compare(
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OpenSSL::Digest::SHA256.hexdigest(token),
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OpenSSL::Digest::SHA256.hexdigest(expected)
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)
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user = User.find_by(email: ENV["MCP_USER_EMAIL"])
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unless user
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Rails.logger.warn "[MCP] MCP_USER_EMAIL does not match any user — check environment configuration"
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return false
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end
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setup_mcp_session(user)
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true
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end
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def setup_mcp_session(user)
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@mcp_user = user
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# Build a fresh session to avoid inheriting impersonation state from
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# existing sessions (Current.user resolves via active_impersonator_session
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# first, which could leak another user's data into MCP tool calls).
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Current.session = user.sessions.build(
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user_agent: request.user_agent,
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ip_address: request.ip
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)
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end
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def mcp_user
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@mcp_user
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end
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def render_mcp_unauthorized
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response.set_header(
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"WWW-Authenticate",
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"Bearer resource_metadata=\"#{configured_base_url}/.well-known/oauth-protected-resource\""
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)
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render json: { error: "unauthorized" }, status: :unauthorized
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end
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def render_jsonrpc_error(id, code, message)
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render json: {
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jsonrpc: "2.0",
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id: id,
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error: { code: code, message: message }
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}
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end
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end
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