Files
sure/test/controllers/mcp_controller_test.rb
Claude ec38a89d0c Expose the Statement Vault to external agents over MCP
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
2026-08-01 00:00:12 -07:00

413 lines
13 KiB
Ruby

require "test_helper"
class McpControllerTest < ActionDispatch::IntegrationTest
setup do
@user = users(:family_admin)
@token = "test-mcp-token-#{SecureRandom.hex(8)}"
end
# -- Authentication --
test "returns 401 without authorization header" do
post "/mcp", params: jsonrpc_request("initialize").to_json,
headers: { "Content-Type" => "application/json" }
assert_response :unauthorized
assert_equal "unauthorized", JSON.parse(response.body)["error"]
assert response.headers["WWW-Authenticate"].present?, "Must include WWW-Authenticate header"
assert_includes response.headers["WWW-Authenticate"], "oauth-protected-resource"
end
test "returns 401 with wrong token" do
post "/mcp", params: jsonrpc_request("initialize").to_json,
headers: mcp_headers("wrong-token")
assert_response :unauthorized
assert response.headers["WWW-Authenticate"].present?
end
test "authenticates via Doorkeeper bearer token" do
app = Doorkeeper::Application.create!(
name: "Test MCP Client #{SecureRandom.hex(4)}",
redirect_uri: "https://claude.ai/callback",
confidential: false
)
token = Doorkeeper::AccessToken.create!( # pipelock:ignore
application: app,
resource_owner_id: @user.id,
scopes: "read_write",
expires_in: 1.year
)
post "/mcp", params: jsonrpc_request("initialize").to_json,
headers: mcp_headers(token.token)
assert_response :ok
result = JSON.parse(response.body)["result"]
assert_equal "2025-03-26", result["protocolVersion"]
end
test "rejects token with read-only scope" do
app = Doorkeeper::Application.create!(
name: "Test MCP Client #{SecureRandom.hex(4)}",
redirect_uri: "https://claude.ai/callback",
confidential: false
)
token = Doorkeeper::AccessToken.create!( # pipelock:ignore
application: app,
resource_owner_id: @user.id,
scopes: "read",
expires_in: 1.year
)
post "/mcp", params: jsonrpc_request("initialize").to_json,
headers: mcp_headers(token.token)
assert_response :unauthorized
end
test "rejects expired Doorkeeper token" do
app = Doorkeeper::Application.create!(
name: "Test MCP Client #{SecureRandom.hex(4)}",
redirect_uri: "https://claude.ai/callback",
confidential: false
)
token = Doorkeeper::AccessToken.create!( # pipelock:ignore
application: app,
resource_owner_id: @user.id,
scopes: "read_write",
expires_in: -1.second # already expired at creation time
)
post "/mcp", params: jsonrpc_request("initialize").to_json,
headers: mcp_headers(token.token)
assert_response :unauthorized
end
test "rejects token for deactivated user" do
inactive_user = users(:family_member)
inactive_user.update!(active: false)
app = Doorkeeper::Application.create!(
name: "Test MCP Client #{SecureRandom.hex(4)}",
redirect_uri: "https://claude.ai/callback",
confidential: false
)
token = Doorkeeper::AccessToken.create!( # pipelock:ignore
application: app,
resource_owner_id: inactive_user.id,
scopes: "read_write",
expires_in: 1.year
)
post "/mcp", params: jsonrpc_request("initialize").to_json,
headers: mcp_headers(token.token)
assert_response :unauthorized
ensure
inactive_user&.update!(active: true)
end
test "env-var token still works as fallback" do
with_mcp_env do
post "/mcp", params: jsonrpc_request("initialize").to_json,
headers: mcp_headers(@token)
assert_response :ok
end
end
test "returns 401 and warns when env-var token matches but MCP_USER_EMAIL finds no user" do
with_env_overrides("MCP_API_TOKEN" => @token, "MCP_USER_EMAIL" => "nonexistent@example.com") do # pipelock:ignore
Rails.logger.expects(:warn).with(regexp_matches(/MCP_USER_EMAIL/)).once
post "/mcp", params: jsonrpc_request("initialize").to_json,
headers: mcp_headers(@token)
assert_response :unauthorized
end
end
# -- JSON-RPC protocol --
test "returns parse error for invalid JSON" do
with_mcp_env do
# Send with text/plain to bypass Rails JSON middleware parsing
post "/mcp", params: "not valid json",
headers: mcp_headers(@token).merge("Content-Type" => "text/plain")
assert_response :ok
body = JSON.parse(response.body)
assert_equal(-32700, body["error"]["code"])
assert_includes body["error"]["message"], "Parse error"
end
end
test "returns invalid request for missing jsonrpc version" do
with_mcp_env do
post "/mcp", params: { method: "initialize" }.to_json,
headers: mcp_headers(@token)
assert_response :ok
body = JSON.parse(response.body)
assert_equal(-32600, body["error"]["code"])
end
end
test "returns method not found for unknown method with request id preserved" do
with_mcp_env do
post "/mcp", params: jsonrpc_request("unknown/method", {}, id: 77).to_json,
headers: mcp_headers(@token)
assert_response :ok
body = JSON.parse(response.body)
assert_equal(-32601, body["error"]["code"])
assert_includes body["error"]["message"], "unknown/method"
assert_equal 77, body["id"], "Error response must echo the request id"
end
end
# -- Notifications (requests without id) --
test "notifications receive no response body" do
with_mcp_env do
post "/mcp", params: jsonrpc_notification("notifications/initialized").to_json,
headers: mcp_headers(@token)
assert_response :no_content
assert response.body.blank?, "Notification must not produce a response body"
end
end
test "tools/call sent as notification does not execute" do
with_mcp_env do
post "/mcp", params: jsonrpc_notification("tools/call", { name: "get_balance_sheet", arguments: {} }).to_json,
headers: mcp_headers(@token)
assert_response :no_content
assert response.body.blank?, "Notification-style tools/call must not execute or respond"
end
end
test "unknown notification method still returns no content" do
with_mcp_env do
post "/mcp", params: jsonrpc_notification("notifications/unknown").to_json,
headers: mcp_headers(@token)
assert_response :no_content
assert response.body.blank?
end
end
# -- initialize --
test "initialize returns server info and capabilities" do
with_mcp_env do
post "/mcp", params: jsonrpc_request("initialize", { protocolVersion: "2025-03-26" }).to_json,
headers: mcp_headers(@token)
assert_response :ok
body = JSON.parse(response.body)
result = body["result"]
assert_equal "2.0", body["jsonrpc"]
assert_equal 1, body["id"]
assert_equal "2025-03-26", result["protocolVersion"]
assert_equal "sure", result["serverInfo"]["name"]
assert result["capabilities"].key?("tools")
end
end
# -- tools/list --
test "tools/list returns all assistant function tools" do
with_mcp_env do
post "/mcp", params: jsonrpc_request("tools/list").to_json,
headers: mcp_headers(@token)
assert_response :ok
body = JSON.parse(response.body)
tools = body["result"]["tools"]
assert_kind_of Array, tools
assert_equal Assistant.function_classes(@user).size, tools.size
tool_names = tools.map { |t| t["name"] }
assert_includes tool_names, "get_transactions"
assert_includes tool_names, "get_accounts"
assert_includes tool_names, "get_holdings"
assert_includes tool_names, "get_balance_sheet"
assert_includes tool_names, "get_income_statement"
# Each tool has required fields
tools.each do |tool|
assert tool["name"].present?, "Tool missing name"
assert tool["description"].present?, "Tool #{tool['name']} missing description"
assert tool["inputSchema"].present?, "Tool #{tool['name']} missing inputSchema"
assert_equal "object", tool["inputSchema"]["type"]
end
end
end
test "tools/list omits preview tools for a user without preview features" do
@user.update!(preferences: (@user.preferences || {}).merge("preview_features_enabled" => false))
with_mcp_env do
post "/mcp", params: jsonrpc_request("tools/list").to_json,
headers: mcp_headers(@token)
assert_response :ok
tool_names = JSON.parse(response.body)["result"]["tools"].map { |t| t["name"] }
assert_includes tool_names, "get_transactions"
Assistant::PREVIEW_FUNCTION_CLASSES.each do |fn_class|
assert_not_includes tool_names, fn_class.name
end
end
end
test "tools/list includes preview tools for an opted-in user" do
@user.update!(preferences: (@user.preferences || {}).merge("preview_features_enabled" => true))
with_mcp_env do
post "/mcp", params: jsonrpc_request("tools/list").to_json,
headers: mcp_headers(@token)
assert_response :ok
tool_names = JSON.parse(response.body)["result"]["tools"].map { |t| t["name"] }
Assistant::PREVIEW_FUNCTION_CLASSES.each do |fn_class|
assert_includes tool_names, fn_class.name
end
end
end
# -- tools/call --
test "tools/call rejects a preview tool for a user without preview features" do
@user.update!(preferences: (@user.preferences || {}).merge("preview_features_enabled" => false))
with_mcp_env do
post "/mcp", params: jsonrpc_request("tools/call", { name: "list_account_statements", arguments: {} }, id: 42).to_json,
headers: mcp_headers(@token)
assert_response :ok
body = JSON.parse(response.body)
assert_equal(-32602, body["error"]["code"])
assert_includes body["error"]["message"], "list_account_statements"
end
end
test "tools/call returns error for unknown tool with request id preserved" do
with_mcp_env do
post "/mcp", params: jsonrpc_request("tools/call", { name: "nonexistent_tool", arguments: {} }, id: 99).to_json,
headers: mcp_headers(@token)
assert_response :ok
body = JSON.parse(response.body)
assert_equal(-32602, body["error"]["code"])
assert_includes body["error"]["message"], "nonexistent_tool"
assert_equal 99, body["id"], "Error response must echo the request id"
end
end
test "tools/call executes get_balance_sheet" do
with_mcp_env do
post "/mcp", params: jsonrpc_request("tools/call", {
name: "get_balance_sheet",
arguments: {}
}).to_json, headers: mcp_headers(@token)
assert_response :ok
body = JSON.parse(response.body)
result = body["result"]
assert_kind_of Array, result["content"]
assert_equal "text", result["content"][0]["type"]
# The text field should be valid JSON
inner = JSON.parse(result["content"][0]["text"])
assert inner.key?("net_worth") || inner.key?("error"),
"Expected balance sheet data or error, got: #{inner.keys}"
end
end
test "tools/call wraps function errors as isError response" do
with_mcp_env do
# Force a function error by stubbing
Assistant::Function::GetBalanceSheet.any_instance.stubs(:call).raises(StandardError, "test error")
post "/mcp", params: jsonrpc_request("tools/call", {
name: "get_balance_sheet",
arguments: {}
}).to_json, headers: mcp_headers(@token)
assert_response :ok
body = JSON.parse(response.body)
result = body["result"]
assert result["isError"], "Expected isError to be true"
inner = JSON.parse(result["content"][0]["text"])
assert_equal "test error", inner["error"]
end
end
# -- Session isolation --
test "does not persist sessions or inherit impersonation state" do
with_mcp_env do
assert_no_difference "Session.count" do
post "/mcp", params: jsonrpc_request("initialize").to_json,
headers: mcp_headers(@token)
end
assert_response :ok
end
end
# -- JSON-RPC id preservation --
test "preserves request id in successful response" do
with_mcp_env do
post "/mcp", params: jsonrpc_request("initialize", {}, id: 42).to_json,
headers: mcp_headers(@token)
assert_response :ok
body = JSON.parse(response.body)
assert_equal 42, body["id"]
end
end
test "preserves string request id" do
with_mcp_env do
post "/mcp", params: jsonrpc_request("initialize", {}, id: "req-abc-123").to_json,
headers: mcp_headers(@token)
assert_response :ok
body = JSON.parse(response.body)
assert_equal "req-abc-123", body["id"]
end
end
private
def with_mcp_env(&block)
with_env_overrides("MCP_API_TOKEN" => @token, "MCP_USER_EMAIL" => @user.email, &block) # pipelock:ignore
end
def mcp_headers(token)
{
"Content-Type" => "application/json",
"Authorization" => "Bearer #{token}"
}
end
def jsonrpc_request(method, params = {}, id: 1)
{ jsonrpc: "2.0", id: id, method: method, params: params }
end
def jsonrpc_notification(method, params = {})
{ jsonrpc: "2.0", method: method, params: params }
end
end