Complete Self Service Connection Onboarding

Created Updated openspec/changes/complete-self-service-connection-onboarding/proposal.mdView on GitHub →

Why

Connector setup is still fragmented across local collector enrollment, browser collector proof gates, static-secret draft/capture routes, console catalog copy, and owner-agent intent responses. A self-hosted operator, including a Railway operator, should not need connector-specific per-connection environment variables or runbook archaeology to add supported connections.

What Changes

  • Define a single owner-mediated connection setup engine as the reference source of truth for connector setup modality, next steps, support state, proof gates, and secret boundaries.
  • Require Console, owner-agent REST, and CLI/SDK-style setup helpers to consume that same engine instead of keeping separate hard-coded modality/catalog logic.
  • Make connector-specific per-connection deployment environment variables a non-SLVP fallback only. Normal setup SHALL capture source credentials and account authorization through owner-mediated setup flows and encrypted instance-scoped storage where needed.
  • Preserve proof gates: static-secret and browser-bound setup SHALL NOT be advertised as supported until the corresponding end-to-end live proof exists.
  • Keep client/MCP read surfaces separate from owner setup/control surfaces; owner bearers and provider secrets SHALL NOT become normal MCP setup.
  • Reframe the acceptance target around the shipped owner journey: owners must be able to find add-source setup, avoid developer-only commands, preserve credential setup continuity, see pending/running/failed setup state, and distinguish existing working data from add-new-account support.
  • Productize browser-bound source setup as an owner-usable dashboard flow in a later tranche; until then, normal setup UI SHALL NOT show monorepo proof commands as an owner path.

Capabilities

New Capabilities

  • None.

Modified Capabilities

  • reference-implementation-architecture: define the shared setup engine and deployment configuration boundary.
  • reference-connector-instances: define the connection setup lifecycle across local collector, browser-bound, static-secret, and provider-authorization modalities.
  • reference-owner-agent-control-surface: require owner-agent setup intents to expose the same setup engine, next-step contract, and secret-safe boundaries as the console and CLI helpers.

Impact

  • Affects reference server setup routes, owner-agent connection intent, console add-source UX, CLI/SDK setup helpers, deployment docs, connector catalog copy, setup lifecycle/status projection, browser-bound setup productization, and setup validation tests.
  • Does not change PDPP Core grant semantics or MCP read tools.
  • Does not remove existing env-var compatibility paths immediately, but demotes them to fallback/dev/operator escape hatches rather than normal connection setup.