agent-trellis 0.4.0 → 0.6.0

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Files changed (62) hide show
  1. package/dist/adapters/codex.js +4 -1
  2. package/dist/adapters/jsonMcp.js +6 -3
  3. package/dist/adapters/kiro.js +9 -1
  4. package/dist/adapters/mcpPlan.d.ts +15 -0
  5. package/dist/adapters/mcpPlan.js +59 -3
  6. package/dist/adapters/symlinkPlan.js +3 -0
  7. package/dist/cli.js +56 -8
  8. package/dist/commands/doctor.d.ts +13 -3
  9. package/dist/commands/doctor.js +20 -10
  10. package/dist/commands/mcpAuth.d.ts +28 -0
  11. package/dist/commands/mcpAuth.js +99 -0
  12. package/dist/commands/mcpGateway.d.ts +53 -0
  13. package/dist/commands/mcpGateway.js +148 -0
  14. package/dist/commands/memory.d.ts +42 -19
  15. package/dist/commands/memory.js +99 -14
  16. package/dist/commands/migrate.d.ts +18 -1
  17. package/dist/commands/migrate.js +52 -6
  18. package/dist/commands/onboard.d.ts +34 -0
  19. package/dist/commands/onboard.js +110 -10
  20. package/dist/commands/onboardVerdict.d.ts +55 -0
  21. package/dist/commands/onboardVerdict.js +175 -0
  22. package/dist/core/adapter.d.ts +7 -0
  23. package/dist/core/canonical.d.ts +8 -6
  24. package/dist/core/canonical.js +26 -3
  25. package/dist/core/types.d.ts +42 -4
  26. package/dist/lib/backup.js +32 -3
  27. package/dist/lib/gatewayBackend.d.ts +75 -0
  28. package/dist/lib/gatewayBackend.js +131 -0
  29. package/dist/lib/mcpConnect.d.ts +53 -0
  30. package/dist/lib/mcpConnect.js +123 -0
  31. package/dist/lib/mcpMigrateRead.d.ts +12 -0
  32. package/dist/lib/mcpMigrateRead.js +47 -12
  33. package/dist/lib/mcpToolRegistry.d.ts +89 -0
  34. package/dist/lib/mcpToolRegistry.js +94 -0
  35. package/dist/lib/memoryGraph.d.ts +35 -0
  36. package/dist/lib/memoryGraph.js +62 -0
  37. package/dist/lib/oauth/discovery.d.ts +53 -0
  38. package/dist/lib/oauth/discovery.js +95 -0
  39. package/dist/lib/oauth/flow.d.ts +47 -0
  40. package/dist/lib/oauth/flow.js +193 -0
  41. package/dist/lib/oauth/lock.d.ts +25 -0
  42. package/dist/lib/oauth/lock.js +98 -0
  43. package/dist/lib/oauth/pkce.d.ts +27 -0
  44. package/dist/lib/oauth/pkce.js +40 -0
  45. package/dist/lib/oauth/refresh.d.ts +33 -0
  46. package/dist/lib/oauth/refresh.js +93 -0
  47. package/dist/lib/oauth/store.d.ts +55 -0
  48. package/dist/lib/oauth/store.js +85 -0
  49. package/dist/lib/slug.d.ts +9 -0
  50. package/dist/lib/slug.js +15 -0
  51. package/dist/lib/tomlSection.js +7 -1
  52. package/dist/pi-bridge/bundle.js +14383 -14338
  53. package/dist/pi-bridge/index.d.ts +5 -9
  54. package/dist/pi-bridge/index.js +6 -99
  55. package/dist/pi-bridge/schemaTranslate.d.ts +8 -2
  56. package/dist/pi-bridge/schemaTranslate.js +8 -4
  57. package/docs/architecture.md +88 -19
  58. package/docs/getting-started.md +174 -11
  59. package/docs/research.md +190 -0
  60. package/docs/roadmap.md +20 -0
  61. package/package.json +4 -3
  62. package/schema/servers.example.yaml +42 -7
@@ -12,7 +12,12 @@
12
12
  * this bridge actually uses are declared here.
13
13
  */
14
14
  import type { TSchema } from "typebox";
15
+ import { withTimeout } from "../lib/mcpConnect.js";
15
16
  import { toPiContent } from "./schemaTranslate.js";
17
+ /** Re-exported so `trellis-mcp-connect-timeout`'s existing test keeps
18
+ * importing it from the module it was written against — proving the
19
+ * extraction changed nothing it could observe. */
20
+ export { withTimeout };
16
21
  interface PiToolResult {
17
22
  content: ReturnType<typeof toPiContent>;
18
23
  details: unknown;
@@ -28,14 +33,6 @@ interface PiExtensionAPI {
28
33
  registerTool(tool: PiToolDefinition): void;
29
34
  on?(event: "session_shutdown", handler: () => Promise<void> | void): void;
30
35
  }
31
- /**
32
- * A hanging server (process alive, protocol response never sent) leaves
33
- * `promise` permanently unsettled — indistinguishable from "still
34
- * starting up" without a bound. Racing against a timeout converts that
35
- * into an ordinary rejection, which every caller here already knows how
36
- * to isolate (design.md D1, trellis-mcp-connect-timeout).
37
- */
38
- export declare function withTimeout<T>(promise: Promise<T>, timeoutMs: number, message: string): Promise<T>;
39
36
  /**
40
37
  * `homeDir`/`connectTimeoutMs` default to the real `~` / 10s — only
41
38
  * overridable for tests, same seam every other Trellis entry point
@@ -45,4 +42,3 @@ export declare function withTimeout<T>(promise: Promise<T>, timeoutMs: number, m
45
42
  * `factory(pi)` — what pi actually does — works unchanged).
46
43
  */
47
44
  export default function trellisMcpBridge(pi: PiExtensionAPI, homeDir?: string, connectTimeoutMs?: number): Promise<void>;
48
- export {};
@@ -11,102 +11,17 @@
11
11
  * from Trellis's own install tree). Only the handful of fields/methods
12
12
  * this bridge actually uses are declared here.
13
13
  */
14
- import { Client } from "@modelcontextprotocol/sdk/client/index.js";
15
- import { StdioClientTransport, getDefaultEnvironment } from "@modelcontextprotocol/sdk/client/stdio.js";
16
- import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js";
17
- import { SSEClientTransport } from "@modelcontextprotocol/sdk/client/sse.js";
18
14
  import { homedir } from "node:os";
19
15
  import { loadCanonicalSource } from "../core/canonical.js";
20
16
  import { resolveMcpPlan } from "../adapters/mcpPlan.js";
21
- import { resolveSecretEnv } from "../lib/secretEnv.js";
22
- import { extractTemplateVarNames } from "../lib/envVarNames.js";
17
+ import { connectServer, withTimeout, DEFAULT_CONNECT_TIMEOUT_MS } from "../lib/mcpConnect.js";
23
18
  import { ALL_AGENTS } from "../core/types.js";
24
19
  import { bridgedToolName, toParametersSchema, toPiContent } from "./schemaTranslate.js";
20
+ /** Re-exported so `trellis-mcp-connect-timeout`'s existing test keeps
21
+ * importing it from the module it was written against — proving the
22
+ * extraction changed nothing it could observe. */
23
+ export { withTimeout };
25
24
  const CLIENT_INFO = { name: "trellis-mcp-bridge", version: "0.0.0" };
26
- const DEFAULT_CONNECT_TIMEOUT_MS = 10_000;
27
- /**
28
- * A hanging server (process alive, protocol response never sent) leaves
29
- * `promise` permanently unsettled — indistinguishable from "still
30
- * starting up" without a bound. Racing against a timeout converts that
31
- * into an ordinary rejection, which every caller here already knows how
32
- * to isolate (design.md D1, trellis-mcp-connect-timeout).
33
- */
34
- export function withTimeout(promise, timeoutMs, message) {
35
- return new Promise((resolve, reject) => {
36
- const timer = setTimeout(() => reject(new Error(message)), timeoutMs);
37
- promise.then((value) => {
38
- clearTimeout(timer);
39
- resolve(value);
40
- }, (err) => {
41
- clearTimeout(timer);
42
- reject(err);
43
- });
44
- });
45
- }
46
- /**
47
- * A timed-out (or otherwise failed) connect attempt must not leak the
48
- * transport's own resources — for `StdioClientTransport` specifically,
49
- * an unclosed transport means an orphaned child process that outlives
50
- * this failed attempt indefinitely (confirmed by a real leaked
51
- * subprocess during this change's own test run). `transport.close()` is
52
- * best-effort: a transport that never fully connected may itself error
53
- * on close, but the original connect failure is what the caller needs
54
- * to see, not a secondary cleanup error.
55
- */
56
- async function connectWithCleanup(client, transport, timeoutMs, message) {
57
- try {
58
- await withTimeout(client.connect(transport), timeoutMs, message);
59
- return client;
60
- }
61
- catch (err) {
62
- try {
63
- await transport.close();
64
- }
65
- catch {
66
- // best-effort; the original connect failure is what matters
67
- }
68
- throw err;
69
- }
70
- }
71
- async function connectStdio(def, secretsPolicy, timeoutMs) {
72
- const client = new Client(CLIENT_INFO, { capabilities: {} });
73
- const resolved = resolveSecretEnv(def.env ?? [], secretsPolicy);
74
- const namedEnv = Object.fromEntries((def.env ?? []).map((name) => [name, resolved[name] ?? ""]));
75
- const transport = new StdioClientTransport({
76
- command: def.command,
77
- args: def.args,
78
- // staticEnv merges last: a literal, intentionally-plain value (an
79
- // email, an environment tag) always wins over an unresolved name-only
80
- // entry's empty-string fallback for the same key — though in practice
81
- // resolveMcpPlan's D6 refusal never lets an unresolved name reach
82
- // this point at all (trellis-mcp-static-env-and-disabled-servers).
83
- env: { ...getDefaultEnvironment(), ...namedEnv, ...(def.staticEnv ?? {}) },
84
- });
85
- return connectWithCleanup(client, transport, timeoutMs, `connect timed out after ${timeoutMs}ms`);
86
- }
87
- function resolveHeaders(def, secretsPolicy) {
88
- if (!def.headers || Object.keys(def.headers).length === 0)
89
- return undefined;
90
- const names = Object.keys(def.headers).flatMap((key) => extractTemplateVarNames(def.headers[key]));
91
- const resolved = resolveSecretEnv(names, secretsPolicy);
92
- const result = {};
93
- for (const [key, template] of Object.entries(def.headers)) {
94
- result[key] = template.replace(/\$\{([A-Za-z_][A-Za-z0-9_]*)\}/g, (_match, name) => resolved[name] ?? "");
95
- }
96
- return result;
97
- }
98
- async function connectHttp(def, secretsPolicy, timeoutMs) {
99
- const client = new Client(CLIENT_INFO, { capabilities: {} });
100
- const headers = resolveHeaders(def, secretsPolicy);
101
- const opts = headers ? { requestInit: { headers } } : undefined;
102
- return connectWithCleanup(client, new StreamableHTTPClientTransport(new URL(def.url), opts), timeoutMs, `connect timed out after ${timeoutMs}ms`);
103
- }
104
- async function connectSse(def, secretsPolicy, timeoutMs) {
105
- const client = new Client(CLIENT_INFO, { capabilities: {} });
106
- const headers = resolveHeaders(def, secretsPolicy);
107
- const opts = headers ? { requestInit: { headers } } : undefined;
108
- return connectWithCleanup(client, new SSEClientTransport(new URL(def.url), opts), timeoutMs, `connect timed out after ${timeoutMs}ms`);
109
- }
110
25
  function registerServerTools(pi, serverName, client, timeoutMs) {
111
26
  return withTimeout(client.listTools(), timeoutMs, `listTools timed out after ${timeoutMs}ms`).then((result) => {
112
27
  for (const tool of result.tools) {
@@ -171,15 +86,7 @@ export default async function trellisMcpBridge(pi, homeDir = homedir(), connectT
171
86
  await Promise.all(desired.map(async ({ name, def }) => {
172
87
  let client;
173
88
  try {
174
- if (def.transport === "http") {
175
- client = await connectHttp(def, canonical.secretsPolicy, connectTimeoutMs);
176
- }
177
- else if (def.transport === "sse") {
178
- client = await connectSse(def, canonical.secretsPolicy, connectTimeoutMs);
179
- }
180
- else {
181
- client = await connectStdio(def, canonical.secretsPolicy, connectTimeoutMs);
182
- }
89
+ client = await connectServer(def, canonical.secretsPolicy, connectTimeoutMs, CLIENT_INFO);
183
90
  }
184
91
  catch (err) {
185
92
  // One unreachable/misconfigured (including permanently hanging —
@@ -51,5 +51,11 @@ export declare function toParametersSchema(inputSchema: unknown): TSchema;
51
51
  * (design.md D3). */
52
52
  export declare function toPiContent(items: McpContentItem[]): PiContent[];
53
53
  /** `${serverName}__${toolName}` — deterministic, collision-free across
54
- * servers sharing pi.registerTool()'s single flat namespace (design.md D5). */
55
- export declare function bridgedToolName(serverName: string, toolName: string): string;
54
+ * servers sharing pi.registerTool()'s single flat namespace (design.md D5).
55
+ *
56
+ * Now one implementation shared with the gateway's own aggregation rather
57
+ * than two identical ones: the naming convention is the contract between
58
+ * a prefixed name and the server it routes to, and two copies of it could
59
+ * drift into routing tools to the wrong upstream
60
+ * (trellis-mcp-gateway-hosting design.md D3). */
61
+ export { prefixedToolName as bridgedToolName } from "../lib/mcpToolRegistry.js";
@@ -34,7 +34,11 @@ export function toPiContent(items) {
34
34
  });
35
35
  }
36
36
  /** `${serverName}__${toolName}` — deterministic, collision-free across
37
- * servers sharing pi.registerTool()'s single flat namespace (design.md D5). */
38
- export function bridgedToolName(serverName, toolName) {
39
- return `${serverName}__${toolName}`;
40
- }
37
+ * servers sharing pi.registerTool()'s single flat namespace (design.md D5).
38
+ *
39
+ * Now one implementation shared with the gateway's own aggregation rather
40
+ * than two identical ones: the naming convention is the contract between
41
+ * a prefixed name and the server it routes to, and two copies of it could
42
+ * drift into routing tools to the wrong upstream
43
+ * (trellis-mcp-gateway-hosting design.md D3). */
44
+ export { prefixedToolName as bridgedToolName } from "../lib/mcpToolRegistry.js";
@@ -234,28 +234,97 @@ one header simply can't reach Codex through Trellis, and is refused
234
234
  there (not silently dropped) while still reaching every other agent.
235
235
 
236
236
  **Real OAuth** (browser redirect, short-lived access token, refresh
237
- token) is not implemented anywhere in Trellis, on purpose. All three
238
- native-config agents already have their own real, working flow for it:
239
-
240
- - Claude Code: `claude mcp add --client-id/--client-secret/--callback-port`
241
- - Codex: a dedicated `codex mcp login`/`codex mcp logout` pair
242
- - Kiro: `oauth`/`oauthScopes` fields in its own real
243
- `~/.kiro/settings/mcp.json` schema
244
-
245
- pi has none of this — its bridge is Trellis's own code, and the MCP
246
- SDK's `authProvider: OAuthClientProvider` option is a full
247
- redirect-and-refresh flow that doesn't fit a synchronously-loaded
248
- extension's lifecycle. A remote server that requires real OAuth simply
249
- isn't reachable through the pi bridge today — a real, stated limitation,
250
- not something papered over with a partial implementation.
237
+ token) was, for most of this project's life, deliberately not built:
238
+ all three native-config agents already have their own working flow —
239
+ Claude Code's `claude mcp add --client-id/--client-secret/--callback-port`,
240
+ Codex's `codex mcp login`/`logout` pair, Kiro's `oauth`/`oauthScopes`
241
+ fields — and pi, whose bridge is Trellis's own code, simply couldn't
242
+ reach such a server at all.
243
+
244
+ That changed with gateway mode (below), which made it unavoidable: in
245
+ gateway mode the agent connects to Trellis, and Trellis connects to the
246
+ remote server, so the agent's own OAuth flow is no longer on the path.
247
+ Trellis now implements the client half itself — discovery (RFC 8414 /
248
+ RFC 9728), dynamic client registration (RFC 7591), authorization code
249
+ with PKCE S256 (RFC 7636), and the refresh grant — in `src/lib/oauth/`.
250
+
251
+ Two rules shape it, both from the constraint that the gateway is spawned
252
+ silently by an agent with no terminal attached:
253
+
254
+ - **Only `trellis mcp auth <server>` ever opens a browser.** It is run by
255
+ a human, once. The gateway never initiates an interactive flow under
256
+ any circumstance; a server with no stored credential is skipped the
257
+ same way an unreachable one is.
258
+ - **Refreshing is silent, and serialized by a lock.** A `refresh_token`
259
+ grant needs neither a browser nor a callback, so the gateway does it
260
+ at connect time. The lock (`~/.trellis/mcp/oauth/<name>.lock`) exists
261
+ because most authorization servers rotate the refresh token and
262
+ invalidate its predecessor — two concurrent refreshes would leave one
263
+ party holding a credential that is already dead.
264
+
265
+ Tokens live one-file-per-server at `~/.trellis/mcp/oauth/<name>.json`,
266
+ mode 0600, never in `servers.yaml` and never in the OS keychain (macOS's
267
+ `security add-generic-password` fails with exit 152/154 in exactly the
268
+ non-interactive, no-GUI-session context the gateway runs in — measured,
269
+ not assumed).
270
+
271
+ In direct mode nothing here applies: each agent keeps using its own
272
+ native OAuth flow, exactly as before.
273
+
274
+ ## MCP gateway mode
275
+
276
+ Gateway mode collapses an agent's MCP config to one entry, like hub mode
277
+ — but what sits behind it is a local subprocess Trellis owns
278
+ (`trellis mcp-gateway --agent <id>`), not a URL someone operates. Set
279
+ `mcp.gateway.enabled` in `mcp/servers.yaml`; add `mcp.gateway.agents` to
280
+ narrow it to specific agents, or omit it to cover every managed agent.
281
+ `gateway` and `hub` are independent fields and may both be set — gateway
282
+ wins for any agent it covers.
283
+
284
+ **Lifecycle: there isn't one.** The agent spawns it like any other stdio
285
+ MCP server and it exits when the session ends. No daemon, no
286
+ start/stop/status command, nothing to monitor. Two things make that
287
+ true rather than aspirational:
288
+
289
+ - The gateway watches its own stdin for EOF and tears everything down.
290
+ The MCP SDK's `StdioServerTransport` binds only `'data'` and
291
+ `'error'`, so it never reports EOF, and POSIX re-parents orphans to
292
+ launchd rather than killing them — without explicit teardown every
293
+ session would leak a gateway plus its whole upstream set, forever.
294
+ - Upstream failures are isolated. One server that is unreachable,
295
+ misconfigured, or permanently hanging is logged and skipped; every
296
+ other server's tools are still served.
297
+
298
+ **What it does:** resolves the same in-scope server set direct mode
299
+ would have written for that agent (same `resolveMcpPlan`, so per-server
300
+ `agents:` scope, `enabled: false`, host-injected collisions,
301
+ literal-secret refusals and unresolved `env` names all behave
302
+ identically), connects each one, and exposes their tools as
303
+ `<server>__<tool>`. Secrets resolve through `resolveSecretEnv` exactly as
304
+ in direct mode — the gateway introduces no second path by which a value
305
+ could reach disk.
306
+
307
+ **What it changes for the agents:** Codex's single-`bearer_token_env_var`
308
+ limitation stops applying, because Codex no longer receives any server's
309
+ `headers` — the gateway holds them. Remote servers needing real OAuth
310
+ become reachable from every agent, including pi, for the same reason.
311
+
312
+ **The seam.** `src/commands/mcpGateway.ts` depends on a `GatewayBackend`
313
+ interface and nothing below it — never a connection, transport, or
314
+ server definition. Today the only implementation connects upstreams
315
+ in-process, one gateway per agent session. The confirmed direction is a
316
+ single shared service holding one connection set for all agents, with
317
+ the per-session process becoming a thin client forwarding over a Unix
318
+ socket, speaking MCP itself (so no second protocol to own). That is a
319
+ substitution at one construction site: the entry written into each
320
+ agent's config is identical either way, so converging later requires no
321
+ re-sync and nothing the user notices.
251
322
 
252
323
  ## What Trellis explicitly does not build
253
324
 
254
- - An MCP aggregator/gateway's actual routing/proxy logic (hub mode above
255
- lets you point every agent at one, but Trellis doesn't implement one)
256
- - Real OAuth for remote MCP servers (browser redirect, token storage,
257
- refresh) — every agent that has its own native flow keeps using it;
258
- see "Static header auth vs. real OAuth" above
325
+ - A resident MCP gateway daemon. Gateway mode above is a per-session
326
+ subprocess with no lifecycle; hub mode points at something you operate.
327
+ Neither is a service Trellis starts, supervises, or keeps running.
259
328
  - A memory backend (defaults to `@modelcontextprotocol/server-memory`,
260
329
  documented in `schema/servers.example.yaml`; mem0/OpenMemory and
261
330
  totalrecallai-class semantic-search servers documented as opt-in
@@ -17,8 +17,9 @@ $ trellis onboard
17
17
 
18
18
  Runs `init`, detects which of Claude Code/Codex/Kiro/pi are on this machine,
19
19
  then resolves two independent choices before running `migrate`, `sync`,
20
- `mcp sync`, `memory sync`, and `secrets audit` — the whole onboarding path,
21
- no follow-up commands to type by hand:
20
+ `mcp sync`, `memory sync`, `secrets audit`, and a final health scan — the
21
+ whole onboarding path, no follow-up commands to type by hand, and no need
22
+ to run `trellis doctor` separately to know whether it actually worked.
22
23
 
23
24
  1. **Migration source** — read from, at most one, never written back to.
24
25
  "Real content" means skills, custom instructions, *or* real MCP servers
@@ -65,16 +66,72 @@ memory sync
65
66
 
66
67
  secrets audit
67
68
  ✅ no findings — every present agent's real config and every declared env var passed all checks
69
+
70
+ health scan (trellis doctor)
71
+ ✅ no findings
72
+
73
+ verdict
74
+ ✅ nothing needs attention — every stage completed cleanly and verified
75
+ exit code: 0 — nothing blocked this run
68
76
  ```
69
77
 
70
78
  No agent named `claude-code` appears in the `sync`/`mcp sync` output above —
71
79
  it's present and was the migration source, but it isn't managed, so it's
72
80
  never even probed as a sync target, not just left with zero items.
73
81
 
82
+ **The `verdict` block is always the last thing printed**, including on a
83
+ run that had nothing wrong — the exit code and the last line on screen
84
+ always agree, so a conflict earlier in the run can never be hidden behind
85
+ a later stage's own unrelated success line. Every conflict from every
86
+ stage is collected there, each with a concrete next action, not just a
87
+ restatement of what went wrong:
88
+
89
+ ```
90
+ verdict
91
+ ❌ 1 blocking issue(s):
92
+ - [sync/claude-code] ~/.claude/CLAUDE.md exists and is not a Trellis-managed symlink — left untouched
93
+ → back up ~/.claude/CLAUDE.md's real content if you need it, remove the file, then re-run sync
94
+ exit code: 1 — at least one blocking issue above
95
+ ```
96
+
97
+ **A real (non-`--dry-run`) run verifies its own writes**, immediately
98
+ after making them — a dry-run re-plan of `sync`/`mcp sync` against exactly
99
+ what was just written, checked for anything still outstanding. This is
100
+ what actually answers "did this take effect," distinct from the health
101
+ scan below it: `trellis doctor`'s own checks compare agents against each
102
+ other and never read canonical, so they cannot prove a write held — only
103
+ a re-plan against canonical can. If a write somehow didn't hold (a
104
+ filesystem permission problem, a race), it surfaces in the verdict as its
105
+ own `blocked` item, separate from whatever the write's own stage reported.
106
+
107
+ **The health scan is `trellis doctor` itself**, run at the end against
108
+ every agent (not just the ones this run manages) — so a genuinely new
109
+ problem this run happened to create or reveal shows up without a separate
110
+ `trellis doctor` invocation. It never spawns a configured MCP server to
111
+ check it (`--probe-mcp` is never passed): the worst possible moment to
112
+ start reaching real external services with real credentials is a user's
113
+ first-ever run of this command. A finding about an agent this run doesn't
114
+ manage is shown, labelled as such, and doesn't fail the run — onboard
115
+ didn't touch that agent, so its drift isn't this run's problem to fix.
116
+
117
+ On a real terminal, each stage prints a `[n/6] <stage>` progress line to
118
+ stderr as it starts — `sync`/`mcp sync` spawn real processes and can take
119
+ a few seconds, and this keeps the screen from going silent while that
120
+ happens. It never appears on stdout, so `trellis onboard > report.txt`
121
+ still captures exactly the report and verdict, nothing else; it's silent
122
+ entirely under `--json` or when stdout isn't a real terminal.
123
+
74
124
  Add `--dry-run` to preview the entire chain — init/migrate/sync/mcp
75
125
  sync/memory sync, including what would be written to
76
- `~/.trellis/managed.yaml` — with zero writes anywhere (secrets audit is
77
- always read-only, with or without the flag).
126
+ `~/.trellis/managed.yaml` — with zero writes anywhere (secrets audit and
127
+ the health scan are always read-only, with or without the flag; the
128
+ write-verification step above has nothing to check on a dry run and is
129
+ skipped entirely). On a real terminal, a `--dry-run` ends by offering to
130
+ apply the plan you just read — "No" is the highlighted default, so Enter
131
+ declines; accepting re-plans against current state and applies for real,
132
+ rather than replaying the exact preview you saw (state may have changed
133
+ while you were reading it). `--json` and non-interactive runs are never
134
+ offered anything.
78
135
 
79
136
  **A managed agent's own real content still isn't overwritten.** If you
80
137
  explicitly include the source in `--manage`, sync still never overwrites
@@ -315,7 +372,8 @@ below.
315
372
  Distributes `~/.trellis/mcp/servers.yaml` to every **managed** agent's
316
373
  native MCP config — same restriction as `sync`, see above. See [`schema/servers.example.yaml`](../schema/servers.example.yaml)
317
374
  for the full documented shape — server definitions, per-agent scoping,
318
- known-host-injected collision avoidance, and hub mode.
375
+ known-host-injected collision avoidance, hub mode, and gateway mode
376
+ (below).
319
377
 
320
378
  ```
321
379
  $ trellis mcp sync
@@ -354,6 +412,76 @@ not currently active anywhere; remove the line (or set it `true`) to
354
412
  turn it back on everywhere at once. See
355
413
  [`schema/servers.example.yaml`](../schema/servers.example.yaml) for both.
356
414
 
415
+ If a server's own env var name differs from the one it should resolve
416
+ (a real example: Notion's MCP server wants `OPENAPI_MCP_HEADERS`, but
417
+ your shell/secret manager holds it under `NOTION_OPENAPI_MCP_HEADERS`),
418
+ use `env_aliases` instead of either `env` or `static_env` —
419
+ `target_key: source_variable_name`. It resolves through the exact same
420
+ mechanism as `env` (the same pre-write refusal check, the same agent
421
+ `${VAR}` reference on every target), just delivered under a different
422
+ key. Writing that kind of reference as `static_env` looks like it works
423
+ (the placeholder text is still just a string) but ships the literal,
424
+ unexpanded `${SOURCE_NAME}` text to any agent with no `${VAR}` runtime
425
+ of its own — which is exactly what broke pi's Notion connection before
426
+ this field existed.
427
+
428
+ ## Gateway mode — one entry per agent instead of N
429
+
430
+ Add this to `servers.yaml` and every managed agent's config collapses to
431
+ a single MCP entry:
432
+
433
+ ```yaml
434
+ gateway:
435
+ enabled: true
436
+ ```
437
+
438
+ Then re-run `trellis mcp sync`. Instead of one native entry per server,
439
+ each agent gets one stdio entry pointing at `trellis mcp-gateway`. The
440
+ agent spawns it like any other stdio MCP server; it connects out to your
441
+ servers, and exits when the session ends. There is nothing to start,
442
+ stop, or monitor.
443
+
444
+ Your servers' tools appear to the agent as `<server>__<tool>` — the
445
+ `gitlab` server's `search` becomes `gitlab__search`.
446
+
447
+ Add `agents: [claude-code, codex]` under `gateway:` to narrow it, leaving
448
+ the rest in direct mode. Gateway mode and `hub` are independent; both can
449
+ be set, and gateway wins for any agent it covers.
450
+
451
+ Two things stop being problems in gateway mode. Codex can normally only
452
+ express a single `Authorization: Bearer ${VAR}` header, so a server
453
+ needing more than one was refused for Codex — in gateway mode Codex never
454
+ sees any server's headers, so it just works. And remote servers requiring
455
+ real OAuth become reachable from every agent, including pi.
456
+
457
+ ### `trellis mcp auth <server-name>`
458
+
459
+ For a remote (`http`/`sse`) server that uses OAuth, authorize it once:
460
+
461
+ ```
462
+ $ trellis mcp auth notion-remote
463
+ ✅ notion-remote — authorized (expires 2026-09-16T11:24:03.000Z)
464
+ credentials: ~/.trellis/mcp/oauth/notion-remote.json
465
+ ```
466
+
467
+ This opens your browser, completes the flow, and stores the result 0600
468
+ under `~/.trellis/mcp/oauth/` — never in `servers.yaml`, so canonical
469
+ stays safe to read, diff, and commit.
470
+
471
+ Run it once per server. After that the gateway refreshes the token
472
+ silently whenever it expires; it never opens a browser and never prompts,
473
+ because it is spawned by an agent with no terminal attached. Re-running
474
+ this command when the stored token is still valid does nothing (`--force`
475
+ overrides); when it has expired but is renewable, it refreshes without a
476
+ browser.
477
+
478
+ If a server has no stored credential, the gateway skips that one server
479
+ and keeps serving every other — it does not fail to start.
480
+
481
+ This command only applies to `http`/`sse` servers. stdio servers get
482
+ their credentials from `env`/`env_aliases` as described above; running
483
+ `mcp auth` on one tells you so rather than opening a pointless browser.
484
+
357
485
  ## `trellis memory sync`
358
486
 
359
487
  Ingests `~/.trellis/memories/*.md` into the actual on-disk file
@@ -378,12 +506,47 @@ the graph that Trellis didn't create, the command refuses that one entry
378
506
  (reported as a conflict) rather than overwriting it, same posture as
379
507
  every other conflict in this project.
380
508
 
381
- **Known limitation, named rather than silently worked around:** this only
382
- ingests canonical's *own* `memories/*.md` files into the shared store —
383
- it does not (yet) extract an agent's own already-accumulated memory
384
- content (e.g. Claude Code's own per-project memory feature) back into
385
- canonical. That extraction is a real, separate, still-open gap — see
386
- `docs/roadmap.md`'s P15 entry.
509
+ This only ingests canonical's *own* `memories/*.md` files into the shared
510
+ store — the reverse direction (an agent's own already-accumulated content
511
+ in that same shared graph, not yet represented in canonical) is
512
+ `trellis memory extract`, below.
513
+
514
+ ## `trellis memory extract`
515
+
516
+ The other direction: reads the same graph file's real entities — not
517
+ Trellis's own (anything an agent created directly, via its own MCP tool
518
+ calls against the shared memory server, before or outside of canonical) —
519
+ and writes each as a new canonical `memories/*.md` file. Requires the
520
+ same `memory` server configuration `memory sync` does; refuses with the
521
+ identical message when it's missing.
522
+
523
+ ```
524
+ $ trellis memory extract
525
+ memory extract — /Users/you/.trellis/memories/graph.jsonl
526
+ [create] "Sprint Tasks Q2" (sprint-tasks-q2.md) — will create a new canonical memory file
527
+ ```
528
+
529
+ A rendered file is a readable markdown transcription — heading,
530
+ observations as a list, relations as a short list when the entity has
531
+ any — not a format meant to round-trip byte-for-byte back through
532
+ `memory sync`: re-syncing an extracted file later turns it into a single,
533
+ flat observation, the same as any other canonical memory file. This is a
534
+ one-way trip from "richer, live graph" to "durable, reviewable,
535
+ version-controllable prose," not a lossless mirror.
536
+
537
+ Same conflict discipline as everywhere else: a target file that already
538
+ exists with different content is reported as a conflict and left
539
+ untouched, never silently overwritten — including when two different
540
+ entities' names would slug to the same filename. Not wired into
541
+ `trellis onboard`'s automatic chain (unlike `memory sync`) — this is a
542
+ deliberate, occasional action you run, the same posture `migrate` already
543
+ has.
544
+
545
+ **Note:** this is unrelated to any project-level "auto memory" feature an
546
+ agent may have of its own (e.g. Claude Code's own per-project memory
547
+ files) — those are a different, agent-specific mechanism entirely, not
548
+ the shared `@modelcontextprotocol/server-memory` server Trellis manages
549
+ here.
387
550
 
388
551
  ## `trellis secrets audit`
389
552