@agent-native/core 0.127.1 → 0.128.0

package/corpus/core/src/server/agent-chat-plugin.ts

@@ -502,21 +502,9 @@ export function createAgentChatPlugin(
       const { awaitBootstrap } = await import("./framework-request-handler.js");
       await awaitBootstrap(nitroApp);
 
-      // Reap phantom runs left over from the previous process (HMR restart,
-      // process crash, isolate eviction). Any run whose heartbeat is already
-      // stale by startup time had a dead producer; mark it errored so the
-      // next /runs/active check returns a terminal status and reconnecting
-      // clients don't spin on "Thinking...". Runs owned by OTHER live
-      // isolates are protected by their fresh heartbeats.
-      try {
-        const { reapAllStaleRuns } = await import("../agent/run-store.js");
-        const reaped = await reapAllStaleRuns();
-        if (reaped > 0) {
-          console.log(`[agent-chat] reaped ${reaped} stale run(s) on startup`);
-        }
-      } catch {
-        // Best effort — don't block plugin init if SQL isn't ready yet.
-      }
+      // Never make route readiness wait on an org-global stale-run sweep.
+      // `/runs/active` reaps the requested run on demand, and the periodic
+      // recovery sweep below handles abandoned runs with no connected client.
 
       const env = process.env.NODE_ENV;
       // AGENT_MODE=production forces production agent constraints even in dev
@@ -561,44 +549,47 @@ export function createAgentChatPlugin(
         extensionTools: options?.extensionTools,
       });
 
-      // Initialize MCP client. Merges file/env config + auto-detected binaries
-      // + any remote servers users have added through the settings UI (persisted
-      // in the settings table, scanned across all scopes so we never drop
-      // another user's entries). Graceful-degrade: any failure yields zero MCP
-      // tools and agent-chat keeps working as before.
-      let mcpConfig = await buildMergedConfig().catch((err) => {
-        console.warn(
-          `[mcp-client] buildMergedConfig failed: ${err?.message ?? err}`,
-        );
-        return null;
-      });
-      if (!mcpConfig) {
-        const fileOrEnv = loadMcpConfig() ?? autoDetectMcpConfig();
-        mcpConfig = fileOrEnv;
-        if (mcpConfig?.source) {
-          console.log(
-            `[mcp-client] loaded config from ${mcpConfig.source} (${Object.keys(mcpConfig.servers).length} server(s))`,
+      // Route readiness must not wait on settings scans, remote hub fetches, or
+      // third-party MCP handshakes. Build the action surface against an empty
+      // manager, then hydrate it after every live action registry has subscribed
+      // to manager changes.
+      const mcpManager = new McpClientManager(null);
+      setGlobalMcpManager(mcpManager);
+      const mcpActionEntries: Record<string, ActionEntry> = {};
+      let mcpInitializationPromise: Promise<void> | null = null;
+      const initializeMcpManager = async (): Promise<void> => {
+        let mcpConfig = await buildMergedConfig().catch((err) => {
+          console.warn(
+            `[mcp-client] buildMergedConfig failed: ${err?.message ?? err}`,
           );
-        } else if (process.env.DEBUG) {
+          return null;
+        });
+        if (!mcpConfig) {
+          mcpConfig = loadMcpConfig() ?? autoDetectMcpConfig();
+          if (mcpConfig?.source) {
+            console.log(
+              `[mcp-client] loaded config from ${mcpConfig.source} (${Object.keys(mcpConfig.servers).length} server(s))`,
+            );
+          } else if (process.env.DEBUG) {
+            console.log(
+              "[mcp-client] no configured MCP servers — skipping MCP tools",
+            );
+          }
+        } else if (mcpConfig.source) {
           console.log(
-            "[mcp-client] no configured MCP servers — skipping MCP tools",
+            `[mcp-client] merged config (${Object.keys(mcpConfig.servers).length} server(s), source: ${mcpConfig.source})`,
           );
         }
-      } else if (mcpConfig.source) {
-        console.log(
-          `[mcp-client] merged config (${Object.keys(mcpConfig.servers).length} server(s), source: ${mcpConfig.source})`,
-        );
-      }
-      const mcpManager = new McpClientManager(mcpConfig);
-      try {
-        await mcpManager.start();
-      } catch (err: any) {
-        console.warn(
-          `[mcp-client] start() failed: ${err?.message ?? err}. Continuing without MCP tools.`,
-        );
-      }
-      setGlobalMcpManager(mcpManager);
-      const mcpActionEntries = mcpToolsToActionEntries(mcpManager);
+        try {
+          await mcpManager.reconfigure(mcpConfig);
+        } catch (err: any) {
+          console.warn(
+            `[mcp-client] initialization failed: ${err?.message ?? err}. Continuing without MCP tools.`,
+          );
+        } finally {
+          startMcpConfigRefresh(mcpManager);
+        }
+      };
       const getJobMcpActionEntries = (
         job?: RecurringJobContext,
       ): Record<string, ActionEntry> => {
@@ -619,8 +610,11 @@ export function createAgentChatPlugin(
       // Mount status + management routes so the settings UI can list / add /
       // remove remote MCP servers and hot-reload the running manager.
       mountMcpStatusRoute(nitroApp, mcpManager);
-      mountMcpServersRoutes(nitroApp, mcpManager);
-      startMcpConfigRefresh(mcpManager);
+      mountMcpServersRoutes(nitroApp, mcpManager, {
+        // Serialize an unusually early settings mutation behind the initial
+        // config snapshot so stale startup data cannot overwrite the write.
+        waitUntilReady: () => mcpInitializationPromise ?? Promise.resolve(),
+      });
       // Hub-serve: expose org-scope servers to other agent-native apps in the
       // workspace when `AGENT_NATIVE_MCP_HUB_TOKEN` is set (dispatch, by
       // convention). Gated by the env var so mounting is a no-op otherwise.
@@ -5694,6 +5688,13 @@ Non-code requests are still fine on this surface: read data, navigate the UI, su
         }
       }
 
+      mcpInitializationPromise = initializeMcpManager().catch((err) => {
+        console.warn(
+          `[mcp-client] deferred initialization failed: ${err?.message ?? err}`,
+        );
+      });
+      void mcpInitializationPromise;
+
       // ─── Agent Teams orphan sweep ─────────────────────────────────────
       // Re-fires stuck/queued dispatches when the browser is closed and the
       // RunsTray's per-user reconciliation never triggers. Runs every 2 minutes
@@ -6001,7 +6002,7 @@ Non-code requests are still fine on this surface: read data, navigate the UI, su
           });
           if (process.env.DEBUG)
             console.log("[triggers] Trigger dispatcher initialized");
-        } catch (err) {
+        } catch {
           // Triggers module not available — skip silently
         }
       }

package/corpus/core/src/server/builder-design-systems.ts

@@ -140,7 +140,7 @@ function trimTrailingSlash(value: string): string {
 export function getBuilderDesignSystemsBaseUrl(): string {
   return (
     process.env.BUILDER_DESIGN_SYSTEMS_BASE_URL ||
-    `${trimTrailingSlash(getBuilderProxyOrigin())}/agent-native/design-systems/v1`
+    `${trimTrailingSlash(getBuilderProxyOrigin())}/design-systems/v1`
   );
 }
 

package/corpus/core/src/server/core-routes-plugin.ts

@@ -4251,8 +4251,13 @@ export function createCoreRoutesPlugin(
       }
       resolveInit();
     } catch (error) {
+      // Do NOT rethrow. Nitro invokes plugins as `try { plugin(app) } catch`,
+      // which cannot catch an async rejection, so rethrowing here surfaces as
+      // an unhandledRejection: Node exits, the serverless container dies, and
+      // every in-flight request on it returns a bare 502. `rejectInit` already
+      // routes this failure to the readiness gate, which answers the affected
+      // paths with a retryable 503 instead.
       rejectInit(error);
-      throw error;
     }
   };
 }

package/corpus/core/src/server/framework-request-handler.ts

@@ -335,11 +335,39 @@ export async function awaitBootstrap(nitroApp: any): Promise<void> {
 async function awaitFrameworkRoutesReadyForRequest(
   nitroApp: any,
   reqPath: string,
-): Promise<void> {
-  if (!nitroApp) return;
-  const bootstrapPromise = nitroApp[BOOTSTRAP_PROMISE_KEY];
-  if (bootstrapPromise) await bootstrapPromise;
-  await awaitPluginsReady(nitroApp, reqPath);
+): Promise<boolean> {
+  if (!nitroApp) return true;
+  let timer: ReturnType<typeof setTimeout> | undefined;
+  try {
+    return await Promise.race([
+      (async () => {
+        const bootstrapPromise = nitroApp[BOOTSTRAP_PROMISE_KEY];
+        if (bootstrapPromise) await bootstrapPromise;
+        await awaitPluginsReady(nitroApp, reqPath);
+        return true;
+      })(),
+      new Promise<boolean>((resolve) => {
+        timer = setTimeout(() => resolve(false), frameworkReadyDeadlineMs());
+      }),
+    ]);
+  } finally {
+    if (timer) clearTimeout(timer);
+  }
+}
+
+/**
+ * Cap on how long a request may be held waiting for framework routes.
+ *
+ * Holding past the platform's own request wall is pure loss: the serverless
+ * gateway kills the invocation and the client gets a bare 502/504 it cannot
+ * act on. Releasing first lets the placeholder answer with a retryable 503.
+ * Keep this BELOW the shortest deployment target's request wall (Netlify
+ * synchronous functions cut off around 40s regardless of a higher configured
+ * `timeout`).
+ */
+function frameworkReadyDeadlineMs(): number {
+  const raw = Number(process.env.AGENT_NATIVE_ROUTE_READY_TIMEOUT_MS);
+  return Number.isFinite(raw) && raw > 0 ? raw : 25_000;
 }
 
 /**
@@ -417,7 +445,17 @@ function installPluginReadyPlaceholders(
         const eventAny = event as any;
         const reqPath =
           eventAny.context?._mountedPathname ?? event.url?.pathname ?? path;
-        await awaitFrameworkRoutesReadyForRequest(nitroApp, reqPath);
+        const ready = await awaitFrameworkRoutesReadyForRequest(
+          nitroApp,
+          reqPath,
+        );
+        if (!ready) {
+          // Boot is still running and we are out of budget. Answer now, while
+          // the gateway is still listening, rather than being killed mid-wait.
+          setResponseStatus(event, 503);
+          setResponseHeader(event, "retry-after", "5");
+          return { error: "agent-native routes are still initializing" };
+        }
         // If this plugin's async init failed, its real route was never
         // registered. Return a retryable 503 instead of releasing into a bare
         // 404 (external MCP clients can't recover from a 404; a 503 is at least

package/corpus/core/src/templates/default/.agents/skills/actions/SKILL.md

@@ -305,6 +305,38 @@ export default defineAction({
 
 On success the validated value is returned, so coercion/defaults on `outputSchema` apply. Omit `outputSchema` and behavior is byte-for-byte unchanged (no wrapping).
 
+### Authorization (`authorize`)
+
+`authorize` decides whether the caller may run the action at all. It wraps
+`run`, so it holds at **all six dispatch sites** — agent tool, HTTP, frontend
+hook, MCP, A2A, CLI — unlike `needsApproval`, which is honoured only in the
+agent loop. Use `authorize` for "not everyone may do this"; use `needsApproval`
+to ask a human to bless one call a permitted caller is already allowed to make.
+
+```ts
+import { coachAccess } from "../lib/access.js"; // defineAppRoles(...)
+
+export default defineAction({
+  description: "Archive a client roster.",
+  schema: z.object({ id: z.string() }),
+  authorize: coachAccess.requireAny("coach-admin"),
+  run: async (args) => {
+    /* ... */
+  },
+});
+```
+
+The wrappers compose as `validate input -> authorize -> run -> validate output
+-> audit`: the gate sits inside input validation, so a guard reading `args` gets
+the parsed, coerced value, and auditing is outermost, so denials are recorded.
+
+A guard that throws denies with its own message; returning `false` denies
+generically; anything else (including `undefined`) allows. A guarded action
+needs a user identity, so an unattended CLI/cron caller with no user email is
+denied. `authorize` gates the operation; `accessFilter` / `assertAccess` still
+scope which rows a permitted caller may touch. See the `authentication` skill
+for `defineAppRoles` and the `sharing` skill for row scoping.
+
 ### Human-in-the-Loop Approval (`needsApproval`)
 
 For high-consequence, outward-facing, hard-to-undo actions (sending an email, charging a card, deleting an account), set `needsApproval` so the agent **cannot** run the action without a human approving the specific call:

package/corpus/core/src/templates/default/.agents/skills/adding-a-feature/SKILL.md

@@ -179,8 +179,15 @@ If the feature stores **user-authored resources** (documents, dashboards, forms,
 
 TL;DR: spread `ownableColumns()` into the resource table, pair it with `createSharesTable(...)`, call `registerShareableResource(...)`, wrap list/read queries with `accessFilter`, guard writes with `assertAccess`, and drop `<ShareButton>` in the resource header. The `share-resource`, `unshare-resource`, `list-resource-shares`, and `set-resource-visibility` actions are auto-mounted framework-wide.
 
+## One more area — who inside the app may do it
+
+If the feature is one **only some teammates should be able to perform inside this app** (an admin-only import, a settings reset), that is a per-app role — not a new organization, and not a share grant. See the `authentication` skill.
+
+TL;DR: declare the vocabulary once with `defineAppRoles({ appId, roles, defaultRole })`, guard the action with `authorize: appAccess.requireAny("...")`, and render the picker with `<TeamPage appRoles={descriptor} />`. `defaultRole` is display only — it never satisfies a guard — and `authorize` gates the operation while `accessFilter` / `assertAccess` still scope the rows.
+
 ## Related Skills
 
+- **authentication** — Per-app member roles (`defineAppRoles`) when only some teammates may use a feature
 - **sharing** — How to make a new resource ownable (private by default, share with users/orgs/public)
 - **context-awareness** — How to expose UI state to the agent (area 4 in detail)
 - **actions** — How to create actions with `defineAction` and the `http` option (area 2 in detail)

package/corpus/core/src/templates/default/.agents/skills/security/SKILL.md

@@ -159,6 +159,35 @@ whole site. Data scoping lives in actions and API routes; the client gates
 private UI after the shell loads. See the `authentication` skill and
 `guard:ssr-cache-shell` / `ssr-handler.spec.ts`.
 
+**Authorization beyond "is there a session" — `authorize`.** The auth guard only
+proves *someone* is signed in. To restrict an operation to some teammates, set
+`authorize` on the `defineAction`. It wraps `run`, so it applies at every
+dispatch site (agent tool, HTTP, frontend, MCP, A2A, CLI) — unlike
+`needsApproval`, which is honoured only in the agent loop.
+
+```ts
+import { coachAccess } from "../lib/access.js"; // defineAppRoles(...)
+
+export default defineAction({
+  description: "Archive a client roster.",
+  schema: z.object({ id: z.string() }),
+  authorize: coachAccess.requireAny("coach-admin"),
+  run: async (args) => {
+    /* ... */
+  },
+});
+```
+
+A guard that throws denies with its own message; returning `false` denies
+generically; anything else (including `undefined`) allows. Guarded actions need
+a user identity — an unattended CLI/cron caller with no user email is denied.
+
+`authorize` is **not** a substitute for `accessFilter` / `assertAccess`. It
+decides whether this caller may perform the operation at all; `accessFilter` /
+`assertAccess` scope which rows a permitted caller may see or touch. A
+restricted write action needs both. See the `authentication` skill for
+`defineAppRoles` and the `actions` skill for the full surface.
+
 ## Human-in-the-Loop Approval for High-Consequence Actions
 
 For a small set of outward-facing, hard-to-undo operations — sending an email, charging a card, deleting an account, posting publicly — auth and access control are necessary but not sufficient: you also do not want the **agent** to perform them autonomously. Set `needsApproval` on the `defineAction` so the agent cannot run the action without a human approving the specific call.
@@ -274,6 +303,8 @@ Run `pnpm action db-check-scoping` to verify. Use `--require-org` for multi-org
 - [ ] New env vars in `.env` only, not committed
 - [ ] New user-data tables have `owner_email` column
 - [ ] Custom routes call `getSession` and reject unauthenticated requests
+- [ ] Actions only some teammates may run set `authorize` (in addition to any
+      `accessFilter` / `assertAccess` row scoping)
 
 ## Related Skills
 

package/corpus/core/src/templates/headless/.agents/skills/actions/SKILL.md

@@ -305,6 +305,38 @@ export default defineAction({
 
 On success the validated value is returned, so coercion/defaults on `outputSchema` apply. Omit `outputSchema` and behavior is byte-for-byte unchanged (no wrapping).
 
+### Authorization (`authorize`)
+
+`authorize` decides whether the caller may run the action at all. It wraps
+`run`, so it holds at **all six dispatch sites** — agent tool, HTTP, frontend
+hook, MCP, A2A, CLI — unlike `needsApproval`, which is honoured only in the
+agent loop. Use `authorize` for "not everyone may do this"; use `needsApproval`
+to ask a human to bless one call a permitted caller is already allowed to make.
+
+```ts
+import { coachAccess } from "../lib/access.js"; // defineAppRoles(...)
+
+export default defineAction({
+  description: "Archive a client roster.",
+  schema: z.object({ id: z.string() }),
+  authorize: coachAccess.requireAny("coach-admin"),
+  run: async (args) => {
+    /* ... */
+  },
+});
+```
+
+The wrappers compose as `validate input -> authorize -> run -> validate output
+-> audit`: the gate sits inside input validation, so a guard reading `args` gets
+the parsed, coerced value, and auditing is outermost, so denials are recorded.
+
+A guard that throws denies with its own message; returning `false` denies
+generically; anything else (including `undefined`) allows. A guarded action
+needs a user identity, so an unattended CLI/cron caller with no user email is
+denied. `authorize` gates the operation; `accessFilter` / `assertAccess` still
+scope which rows a permitted caller may touch. See the `authentication` skill
+for `defineAppRoles` and the `sharing` skill for row scoping.
+
 ### Human-in-the-Loop Approval (`needsApproval`)
 
 For high-consequence, outward-facing, hard-to-undo actions (sending an email, charging a card, deleting an account), set `needsApproval` so the agent **cannot** run the action without a human approving the specific call:

package/corpus/core/src/templates/workspace-core/.agents/skills/actions/SKILL.md

@@ -305,6 +305,38 @@ export default defineAction({
 
 On success the validated value is returned, so coercion/defaults on `outputSchema` apply. Omit `outputSchema` and behavior is byte-for-byte unchanged (no wrapping).
 
+### Authorization (`authorize`)
+
+`authorize` decides whether the caller may run the action at all. It wraps
+`run`, so it holds at **all six dispatch sites** — agent tool, HTTP, frontend
+hook, MCP, A2A, CLI — unlike `needsApproval`, which is honoured only in the
+agent loop. Use `authorize` for "not everyone may do this"; use `needsApproval`
+to ask a human to bless one call a permitted caller is already allowed to make.
+
+```ts
+import { coachAccess } from "../lib/access.js"; // defineAppRoles(...)
+
+export default defineAction({
+  description: "Archive a client roster.",
+  schema: z.object({ id: z.string() }),
+  authorize: coachAccess.requireAny("coach-admin"),
+  run: async (args) => {
+    /* ... */
+  },
+});
+```
+
+The wrappers compose as `validate input -> authorize -> run -> validate output
+-> audit`: the gate sits inside input validation, so a guard reading `args` gets
+the parsed, coerced value, and auditing is outermost, so denials are recorded.
+
+A guard that throws denies with its own message; returning `false` denies
+generically; anything else (including `undefined`) allows. A guarded action
+needs a user identity, so an unattended CLI/cron caller with no user email is
+denied. `authorize` gates the operation; `accessFilter` / `assertAccess` still
+scope which rows a permitted caller may touch. See the `authentication` skill
+for `defineAppRoles` and the `sharing` skill for row scoping.
+
 ### Human-in-the-Loop Approval (`needsApproval`)
 
 For high-consequence, outward-facing, hard-to-undo actions (sending an email, charging a card, deleting an account), set `needsApproval` so the agent **cannot** run the action without a human approving the specific call:

package/corpus/core/src/templates/workspace-core/.agents/skills/adding-a-feature/SKILL.md

@@ -179,8 +179,15 @@ If the feature stores **user-authored resources** (documents, dashboards, forms,
 
 TL;DR: spread `ownableColumns()` into the resource table, pair it with `createSharesTable(...)`, call `registerShareableResource(...)`, wrap list/read queries with `accessFilter`, guard writes with `assertAccess`, and drop `<ShareButton>` in the resource header. The `share-resource`, `unshare-resource`, `list-resource-shares`, and `set-resource-visibility` actions are auto-mounted framework-wide.
 
+## One more area — who inside the app may do it
+
+If the feature is one **only some teammates should be able to perform inside this app** (an admin-only import, a settings reset), that is a per-app role — not a new organization, and not a share grant. See the `authentication` skill.
+
+TL;DR: declare the vocabulary once with `defineAppRoles({ appId, roles, defaultRole })`, guard the action with `authorize: appAccess.requireAny("...")`, and render the picker with `<TeamPage appRoles={descriptor} />`. `defaultRole` is display only — it never satisfies a guard — and `authorize` gates the operation while `accessFilter` / `assertAccess` still scope the rows.
+
 ## Related Skills
 
+- **authentication** — Per-app member roles (`defineAppRoles`) when only some teammates may use a feature
 - **sharing** — How to make a new resource ownable (private by default, share with users/orgs/public)
 - **context-awareness** — How to expose UI state to the agent (area 4 in detail)
 - **actions** — How to create actions with `defineAction` and the `http` option (area 2 in detail)

package/corpus/core/src/templates/workspace-core/.agents/skills/authentication/SKILL.md

@@ -71,6 +71,46 @@ The auto-create path skips users with pending invites or a matching
 `AUTO_CREATE_DEFAULT_ORG=0` only for deployments that intentionally want manual
 org creation.
 
+### App-Specific Roles
+
+When a request needs "only some teammates may do this **inside this app**", the
+answer is per-app roles — **not** a second organization. App roles are an
+overlay on the one org membership, never a second roster. Three role systems
+coexist and never imply one another: the org role (`org_members.role`) says what
+a person may do to the *team*, an app role says what they may do inside *one
+app*, and a share role (`sharing` skill) says what they may do to *one row*. An
+app `admin` is not an org admin, and org handlers never read app roles.
+
+Declare the vocabulary once on the server and guard actions with it:
+
+```ts
+import { defineAppRoles } from "@agent-native/core/org-team";
+
+export const coachAccess = defineAppRoles({
+  appId: "coach",
+  roles: ["member", "coach-admin"] as const,
+  defaultRole: "member",
+});
+
+// in an action
+authorize: coachAccess.requireAny("coach-admin"),
+```
+
+Roles are an unordered set, not a ladder — declaration order carries no meaning,
+and every guard names its accepted roles explicitly. `defaultRole` is **display
+only**: `requireAny` matches an explicit assignment row and nothing else, so
+"nobody assigned this person" never reads as "granted", and widening the default
+cannot silently widen a guard. Org membership is a precondition, resolved in the
+same statement as the assignment, so a leftover assignment for a removed member
+can never authorize. Only org owners/admins may assign app roles; render the
+picker with `<TeamPage appRoles={descriptor} />`.
+
+`requireAny` validates at definition time — no roles, or a role outside the
+declared vocabulary, throws when the module loads rather than surfacing as an
+unexplained 403 later. When calling `resolve`/`assertAny` directly, note that an
+explicit `userEmail: null` / `orgId: null` means "this run has no identity" and
+does **not** fall back to the ambient request context; only `undefined` does.
+
 ### Stop And Confirm Before Creating Or Switching Organizations
 
 Vault credentials are scoped per organization and are **not** shared between

package/corpus/core/src/templates/workspace-core/.agents/skills/security/SKILL.md

@@ -159,6 +159,35 @@ whole site. Data scoping lives in actions and API routes; the client gates
 private UI after the shell loads. See the `authentication` skill and
 `guard:ssr-cache-shell` / `ssr-handler.spec.ts`.
 
+**Authorization beyond "is there a session" — `authorize`.** The auth guard only
+proves *someone* is signed in. To restrict an operation to some teammates, set
+`authorize` on the `defineAction`. It wraps `run`, so it applies at every
+dispatch site (agent tool, HTTP, frontend, MCP, A2A, CLI) — unlike
+`needsApproval`, which is honoured only in the agent loop.
+
+```ts
+import { coachAccess } from "../lib/access.js"; // defineAppRoles(...)
+
+export default defineAction({
+  description: "Archive a client roster.",
+  schema: z.object({ id: z.string() }),
+  authorize: coachAccess.requireAny("coach-admin"),
+  run: async (args) => {
+    /* ... */
+  },
+});
+```
+
+A guard that throws denies with its own message; returning `false` denies
+generically; anything else (including `undefined`) allows. Guarded actions need
+a user identity — an unattended CLI/cron caller with no user email is denied.
+
+`authorize` is **not** a substitute for `accessFilter` / `assertAccess`. It
+decides whether this caller may perform the operation at all; `accessFilter` /
+`assertAccess` scope which rows a permitted caller may see or touch. A
+restricted write action needs both. See the `authentication` skill for
+`defineAppRoles` and the `actions` skill for the full surface.
+
 ## Human-in-the-Loop Approval for High-Consequence Actions
 
 For a small set of outward-facing, hard-to-undo operations — sending an email, charging a card, deleting an account, posting publicly — auth and access control are necessary but not sufficient: you also do not want the **agent** to perform them autonomously. Set `needsApproval` on the `defineAction` so the agent cannot run the action without a human approving the specific call.
@@ -274,6 +303,8 @@ Run `pnpm action db-check-scoping` to verify. Use `--require-org` for multi-org
 - [ ] New env vars in `.env` only, not committed
 - [ ] New user-data tables have `owner_email` column
 - [ ] Custom routes call `getSession` and reject unauthenticated requests
+- [ ] Actions only some teammates may run set `authorize` (in addition to any
+      `accessFilter` / `assertAccess` row scoping)
 
 ## Related Skills
 

package/corpus/core/src/templates/workspace-core/.agents/skills/sharing/SKILL.md

@@ -34,6 +34,8 @@ Visibility is coarse. Explicit share grants are fine-grained (per user or per or
 - **`editor`** — read + write.
 - **`admin`** — read + write + manage shares. Does NOT replace the single `owner_email` on the resource.
 
+There are three role systems and they never imply one another. A share role answers "what may this person do to **one row**". An org role (`org_members.role`) answers "what may this person do to the **team**". An app role (`defineAppRoles`, see the `authentication` skill) answers "what may this person do inside **one app**". A share `admin` is not an app admin and neither is an org admin.
+
 ### Anonymous public URLs stay separate
 
 Form "publish" slugs, booking-link slugs, any feature that exposes a URL to unauthenticated users — these are a different axis and are NOT controlled by the sharing system. Keep them alongside it.
@@ -137,6 +139,8 @@ export default defineAction({
 
 For delete actions use `"admin"` (or fold in `"owner"` to require the real owner).
 
+`authorize` is a different axis, not an alternative: it gates whether the caller may run the operation at all, while `assertAccess` scopes which row they may touch. A write action restricted to some teammates needs both — `authorize: appAccess.requireAny(...)` on the action, `assertAccess` inside `run`.
+
 ## Create actions must set owner
 
 When inserting a new row, fill `ownerEmail` and `orgId` from the request context:

package/corpus/templates/analytics/.agents/skills/actions/SKILL.md

@@ -305,6 +305,38 @@ export default defineAction({
 
 On success the validated value is returned, so coercion/defaults on `outputSchema` apply. Omit `outputSchema` and behavior is byte-for-byte unchanged (no wrapping).
 
+### Authorization (`authorize`)
+
+`authorize` decides whether the caller may run the action at all. It wraps
+`run`, so it holds at **all six dispatch sites** — agent tool, HTTP, frontend
+hook, MCP, A2A, CLI — unlike `needsApproval`, which is honoured only in the
+agent loop. Use `authorize` for "not everyone may do this"; use `needsApproval`
+to ask a human to bless one call a permitted caller is already allowed to make.
+
+```ts
+import { coachAccess } from "../lib/access.js"; // defineAppRoles(...)
+
+export default defineAction({
+  description: "Archive a client roster.",
+  schema: z.object({ id: z.string() }),
+  authorize: coachAccess.requireAny("coach-admin"),
+  run: async (args) => {
+    /* ... */
+  },
+});
+```
+
+The wrappers compose as `validate input -> authorize -> run -> validate output
+-> audit`: the gate sits inside input validation, so a guard reading `args` gets
+the parsed, coerced value, and auditing is outermost, so denials are recorded.
+
+A guard that throws denies with its own message; returning `false` denies
+generically; anything else (including `undefined`) allows. A guarded action
+needs a user identity, so an unattended CLI/cron caller with no user email is
+denied. `authorize` gates the operation; `accessFilter` / `assertAccess` still
+scope which rows a permitted caller may touch. See the `authentication` skill
+for `defineAppRoles` and the `sharing` skill for row scoping.
+
 ### Human-in-the-Loop Approval (`needsApproval`)
 
 For high-consequence, outward-facing, hard-to-undo actions (sending an email, charging a card, deleting an account), set `needsApproval` so the agent **cannot** run the action without a human approving the specific call:

package/corpus/templates/analytics/.agents/skills/security/SKILL.md

@@ -159,6 +159,35 @@ whole site. Data scoping lives in actions and API routes; the client gates
 private UI after the shell loads. See the `authentication` skill and
 `guard:ssr-cache-shell` / `ssr-handler.spec.ts`.
 
+**Authorization beyond "is there a session" — `authorize`.** The auth guard only
+proves *someone* is signed in. To restrict an operation to some teammates, set
+`authorize` on the `defineAction`. It wraps `run`, so it applies at every
+dispatch site (agent tool, HTTP, frontend, MCP, A2A, CLI) — unlike
+`needsApproval`, which is honoured only in the agent loop.
+
+```ts
+import { coachAccess } from "../lib/access.js"; // defineAppRoles(...)
+
+export default defineAction({
+  description: "Archive a client roster.",
+  schema: z.object({ id: z.string() }),
+  authorize: coachAccess.requireAny("coach-admin"),
+  run: async (args) => {
+    /* ... */
+  },
+});
+```
+
+A guard that throws denies with its own message; returning `false` denies
+generically; anything else (including `undefined`) allows. Guarded actions need
+a user identity — an unattended CLI/cron caller with no user email is denied.
+
+`authorize` is **not** a substitute for `accessFilter` / `assertAccess`. It
+decides whether this caller may perform the operation at all; `accessFilter` /
+`assertAccess` scope which rows a permitted caller may see or touch. A
+restricted write action needs both. See the `authentication` skill for
+`defineAppRoles` and the `actions` skill for the full surface.
+
 ## Human-in-the-Loop Approval for High-Consequence Actions
 
 For a small set of outward-facing, hard-to-undo operations — sending an email, charging a card, deleting an account, posting publicly — auth and access control are necessary but not sufficient: you also do not want the **agent** to perform them autonomously. Set `needsApproval` on the `defineAction` so the agent cannot run the action without a human approving the specific call.
@@ -274,6 +303,8 @@ Run `pnpm action db-check-scoping` to verify. Use `--require-org` for multi-org
 - [ ] New env vars in `.env` only, not committed
 - [ ] New user-data tables have `owner_email` column
 - [ ] Custom routes call `getSession` and reject unauthenticated requests
+- [ ] Actions only some teammates may run set `authorize` (in addition to any
+      `accessFilter` / `assertAccess` row scoping)
 
 ## Related Skills
 

package/corpus/templates/analytics/.agents/skills/sharing/SKILL.md

@@ -34,6 +34,8 @@ Visibility is coarse. Explicit share grants are fine-grained (per user or per or
 - **`editor`** — read + write.
 - **`admin`** — read + write + manage shares. Does NOT replace the single `owner_email` on the resource.
 
+There are three role systems and they never imply one another. A share role answers "what may this person do to **one row**". An org role (`org_members.role`) answers "what may this person do to the **team**". An app role (`defineAppRoles`, see the `authentication` skill) answers "what may this person do inside **one app**". A share `admin` is not an app admin and neither is an org admin.
+
 ### Anonymous public URLs stay separate
 
 Form "publish" slugs, booking-link slugs, any feature that exposes a URL to unauthenticated users — these are a different axis and are NOT controlled by the sharing system. Keep them alongside it.
@@ -137,6 +139,8 @@ export default defineAction({
 
 For delete actions use `"admin"` (or fold in `"owner"` to require the real owner).
 
+`authorize` is a different axis, not an alternative: it gates whether the caller may run the operation at all, while `assertAccess` scopes which row they may touch. A write action restricted to some teammates needs both — `authorize: appAccess.requireAny(...)` on the action, `assertAccess` inside `run`.
+
 ## Create actions must set owner
 
 When inserting a new row, fill `ownerEmail` and `orgId` from the request context: