fix(mcp): explain the Claude-side steps after "Anslut till Claude" and tick the checklist on a real connection (#2133) (#2147)

* fix(mcp): explain the Claude-side steps after "Anslut till Claude" and tick the checklist on a real connection (#2133)

Lazy auth is by design: Claude lists the tools before any sign-in and the
first company-scoped call answers 401, which opens the Accounted sign-in.
Nothing told the user, so a "connected" status with an unanswered first
question read as a broken connection (Axel, Discord).

- Settings -> API & MCP: one sentence of expectation under the button, and
  the step-by-step guide link moved from under two disclosures to directly
  under the button.
- Docs (connect-claude / anslut-claude): new "What happens after you click"
  section for Path A covering the connector dialog, the tools appearing
  before sign-in, the first-call login + consent screen, "ask again", and
  the "Required when the server asks" auth setting that only the manual
  path mentioned.
- Hem checklist step "Anslut till Claude": deep link now carries
  client=claude-connector like the settings button (claudeConnectorLink),
  the footnote carries the same expectation line plus the guide link, and
  the done-signal is an unrevoked api_keys row minted by the MCP OAuth
  token route (OAUTH_MCP_KEY_NAME) instead of the in-app AI-profile flag,
  which never meant "connected to Claude".
- Tests: claudeStepDone with/without a key row, deep-link snapshot.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01W7iJQwKiRTDWSMnRm4WM4L

* fix(mcp): correct consent-page claims, stop the completion PATCH loop, count OAuth keys past RLS (#2133)

Three skeptic refutations on PR #2147, fixed in one pass:

- Docs (EN + SV): the consent page shows the company active in the app and
  pre-selects every scope for Claude's connector (founder decision
  2026-08-26); it has no company picker and nothing to tick. Steps 3-4 of
  the new section, the "Read-only by default" paragraph above it, the
  sandbox note and the 10-minute test now describe Endast läs under
  Behörigheter instead.
- Checklist completion: users with initial_setup_path NULL (skipped the
  books question, then imported) hit the route's "Välj först hur du vill
  komma igång" 400 and, with saving as an effect dependency, retried it
  forever with a toast. completionPatchBody() records path=migration when
  none was chosen, and a rejected PATCH is not retried within the session.
- hasMcpKey: api_keys' SELECT policy is company-scoped, so the user client
  could not see companyless (NULL company_id) or archived-company keys and
  the step stayed open for the user who had just connected. The head count
  now runs through the service client with an explicit user_id filter.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01W7iJQwKiRTDWSMnRm4WM4L

* fix(mcp): surface a failed OAuth-key count and reserve the marker name (#2133)

CodeRabbit round on PR #2147:

- app/(dashboard)/page.tsx: a failed api_keys count answered count null,
  which claudeStepDone read as "never connected". Throw to the error
  boundary like the settings fetch does instead of guessing.
- app/api/settings/api-keys: reject a hand-minted key named
  MCP-klient (OAuth) (400 VALIDATION_ERROR): that name is the marker the
  Hem checklist reads as "connected to Claude", so a manual key with it
  would tick the step without any connection. Test added.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01W7iJQwKiRTDWSMnRm4WM4L

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
This commit is contained in:
Mattsson
2026-09-02 00:04:31 +02:00
committed by GitHub
co-authored by Claude Fable 5.1
parent 8b09b06e14
commit 4f33184a9a
15 changed files with 292 additions and 43 deletions
+4 -3
View File
@@ -62,7 +62,7 @@ export async function HemChecklistSection({
userId,
now,
initialSetup,
agentBuilt,
hasMcpKey,
vatRegistered,
momsPeriod,
}: {
@@ -70,7 +70,8 @@ export async function HemChecklistSection({
userId: string
now: Date
initialSetup: InitialSetupState
agentBuilt: boolean
/** Live OAuth-minted MCP key exists for this user: see claudeStepDone(). */
hasMcpKey: boolean
vatRegistered: boolean
momsPeriod: MomsPeriod | null
}) {
@@ -160,7 +161,7 @@ export async function HemChecklistSection({
hasBankConnected={onboardingProgress.hasBankConnected}
hasSkatteverketConnected={onboardingProgress.hasSkatteverketConnected}
hasInboxItems={onboardingProgress.hasInboxItems}
hasAgentBuilt={agentBuilt}
hasMcpKey={hasMcpKey}
vatLine={vatLine}
sieSweep={
sieSweep
+39 -2
View File
@@ -5,6 +5,9 @@ import DashboardContent from '@/components/dashboard/DashboardContent'
import { ChecklistSkeleton, PanesSkeleton } from '@/components/dashboard/HemSkeletons'
import { COMPANY_PICKED_COOKIE } from '@/lib/company/context'
import { isCockpitLandingRole } from '@/lib/company/home-domain'
import { OAUTH_MCP_KEY_NAME } from '@/lib/auth/api-keys'
import { claudeStepDone } from '@/lib/onboarding/checklist'
import { createServiceClient } from '@/lib/supabase/server'
import {
getDashboardAuthContext,
getDashboardCompanyId,
@@ -71,7 +74,22 @@ export default async function DashboardPage() {
const now = new Date()
const [settingsRes, { data: profile }, agentProfile, { count: skatteverketTokenCount }] =
// Service role for the OAuth-key count below: api_keys' SELECT policy is
// company_id IN user_company_ids() (20260330130000), so through the user
// client a key minted companyless (company_id NULL, the connect-before-
// signup flow) or bound to a company the user has since archived or left is
// invisible, and the step would stay open for exactly the user who just
// connected. The query filters on user_id explicitly, so no other user's
// rows are reachable.
const serviceClient = await createServiceClient()
const [
settingsRes,
{ data: profile },
agentProfile,
{ count: skatteverketTokenCount },
{ count: oauthKeyCount, error: oauthKeyError },
] =
await Promise.all([
getDashboardSettings(),
// First name for the greeting.
@@ -80,6 +98,18 @@ export default async function DashboardPage() {
// The Skatteverket promo below the panes needs this flag in the shell;
// the checklist section reads it again for its own step (cheap head count).
supabase.from('skatteverket_tokens').select('*', { count: 'exact', head: true }).eq('user_id', user.id).eq('company_id', companyId),
// The checklist's "Anslut till Claude" step is done when the MCP OAuth
// token route has minted a key for this user (claudeStepDone). Keyed on
// the user, not the company: the Claude connection follows the person,
// and the key's company_id is whatever was active at sign-in (or null
// for a companyless signup), so a company filter would miss real
// connections. Revoked rows do not count.
serviceClient
.from('api_keys')
.select('*', { count: 'exact', head: true })
.eq('user_id', user.id)
.eq('name', OAUTH_MCP_KEY_NAME)
.is('revoked_at', null),
])
// A FAILED settings read must not masquerade as "onboarding not done":
@@ -90,6 +120,12 @@ export default async function DashboardPage() {
if (settingsError) {
throw new Error(`company_settings fetch failed: ${settingsError.message}`)
}
// Same rule for the OAuth-key count: a failed query answers count null,
// which claudeStepDone would read as "never connected" and re-open the
// Claude step for a connected user. Surface it instead of guessing.
if (oauthKeyError) {
throw new Error(`api_keys count failed: ${oauthKeyError.message}`)
}
// If onboarding is not complete, redirect to onboarding. Exception: a byrå
// member who did NOT explicitly pick this company this session goes to the
@@ -110,6 +146,7 @@ export default async function DashboardPage() {
}
const agentBuilt = Boolean(agentProfile?.verified_at)
const hasMcpKey = claudeStepDone({ oauthKeyCount })
const userFirstName = profile?.full_name?.trim().split(/\s+/)[0] ?? null
const initialSetup = {
path: settings.initial_setup_path ?? null,
@@ -137,7 +174,7 @@ export default async function DashboardPage() {
userId={user.id}
now={now}
initialSetup={initialSetup}
agentBuilt={agentBuilt}
hasMcpKey={hasMcpKey}
vatRegistered={settings.vat_registered}
momsPeriod={settings.moms_period ?? null}
/>
+2 -1
View File
@@ -2,6 +2,7 @@ import { NextResponse } from 'next/server'
import { decryptAuthCode, verifyPkce, hashAuthCode } from '@/lib/auth/oauth-codes'
import {
generateApiKey,
OAUTH_MCP_KEY_NAME,
generateRefreshToken,
hashRefreshToken,
createServiceClientNoCookies,
@@ -161,7 +162,7 @@ async function handleAuthorizationCodeGrant(params: URLSearchParams) {
company_id: companyId,
key_hash: hash,
key_prefix: prefix,
name: 'MCP-klient (OAuth)',
name: OAUTH_MCP_KEY_NAME,
scopes: grantedScopes,
refresh_token_hash: refresh.hash,
})
@@ -108,6 +108,24 @@ describe('POST /api/settings/api-keys', () => {
expect(body.error.code).toBe('API_KEY_SCOPE_INVALID')
})
it('returns 400 for the reserved OAuth marker name (would fake a Claude connection)', async () => {
const { insertSpy } = setupFrom({ count: 0 })
const res = await POST(
createMockRequest('/api/settings/api-keys', {
method: 'POST',
body: { name: ' MCP-klient (OAuth) ', scopes: ['reports:read'] },
}),
{ params: Promise.resolve({}) },
)
const { status, body } = await parseJsonResponse<{
error: { code: string; details: { field: string; reason: string } }
}>(res)
expect(status).toBe(400)
expect(body.error.code).toBe('VALIDATION_ERROR')
expect(body.error.details).toMatchObject({ field: 'name', reason: 'reserved' })
expect(insertSpy).not.toHaveBeenCalled()
})
it('returns 409 API_KEY_SOD_CONFLICT for stage+approve without acknowledgement', async () => {
setupFrom({ count: 0 })
const res = await POST(
+12
View File
@@ -2,6 +2,7 @@ import { NextResponse } from 'next/server'
import {
generateApiKey,
DEFAULT_SCOPES,
OAUTH_MCP_KEY_NAME,
validateScopes,
findStageApproveConflict,
} from '@/lib/auth/api-keys'
@@ -68,6 +69,17 @@ export const POST = withRouteContext(
// Empty body: use defaults.
}
// The OAuth token route's key name is the marker the Hem checklist reads
// as "connected to Claude" (there is no source column). A hand-minted key
// with that name would tick the step without any connection, so the name
// is reserved for the OAuth path.
if (name.trim() === OAUTH_MCP_KEY_NAME) {
return errorResponseFromCode('VALIDATION_ERROR', log, {
requestId,
details: { field: 'name', reason: 'reserved', reserved: OAUTH_MCP_KEY_NAME },
})
}
// Both live and test keys bind to the active company. A test key is
// simulation-only (the v1 wrapper forces dry-run on every write) so it can
// safely point at the real company without ever persisting anything.