mirror of https://github.com/docusealco/docuseal
Alex Turchyn
2 weeks ago
committed by
GitHub
parent
961f09e092
commit
62a969d8fe
@ -0,0 +1,58 @@
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# frozen_string_literal: true
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class McpController < ActionController::API
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before_action :authenticate_user!
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before_action :verify_mcp_enabled!
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before_action do
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authorize!(:manage, :mcp)
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end
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def call
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return head :ok if request.raw_post.blank?
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body = JSON.parse(request.raw_post)
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result = Mcp::HandleRequest.call(body, current_user, current_ability)
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if result
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render json: result
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else
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head :accepted
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end
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rescue CanCan::AccessDenied
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render json: { jsonrpc: '2.0', id: nil, error: { code: -32_603, message: 'Forbidden' } }, status: :forbidden
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rescue JSON::ParserError
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render json: { jsonrpc: '2.0', id: nil, error: { code: -32_700, message: 'Parse error' } }, status: :bad_request
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end
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private
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def authenticate_user!
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render json: { error: 'Not authenticated' }, status: :unauthorized unless current_user
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end
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def verify_mcp_enabled!
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return if Docuseal.multitenant?
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return if AccountConfig.exists?(account_id: current_user.account_id,
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key: AccountConfig::ENABLE_MCP_KEY,
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value: true)
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render json: { error: 'MCP is disabled' }, status: :forbidden
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end
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def current_user
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@current_user ||= user_from_api_key
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end
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def user_from_api_key
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token = request.headers['Authorization'].to_s[/\ABearer\s+(.+)\z/, 1]
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return if token.blank?
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sha256 = Digest::SHA256.hexdigest(token)
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User.joins(:mcp_tokens).active.find_by(mcp_tokens: { sha256:, archived_at: nil })
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end
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end
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@ -0,0 +1,37 @@
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# frozen_string_literal: true
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class McpSettingsController < ApplicationController
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load_and_authorize_resource :mcp_token, parent: false
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before_action do
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authorize!(:manage, :mcp)
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end
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def index
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@mcp_tokens = @mcp_tokens.active.order(id: :desc)
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end
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def create
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@mcp_token = current_user.mcp_tokens.new(mcp_token_params)
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if @mcp_token.save
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flash[:mcp_token] = @mcp_token.token
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redirect_back fallback_location: settings_mcp_index_path, notice: I18n.t('mcp_token_has_been_created')
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else
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render turbo_stream: turbo_stream.replace(:modal, template: 'mcp_settings/new'), status: :unprocessable_content
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end
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end
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def destroy
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@mcp_token.update!(archived_at: Time.current)
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redirect_back fallback_location: settings_mcp_index_path, notice: I18n.t('mcp_token_has_been_removed')
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end
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private
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def mcp_token_params
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params.require(:mcp_token).permit(:name)
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end
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end
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@ -0,0 +1,42 @@
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# frozen_string_literal: true
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# == Schema Information
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#
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# Table name: mcp_tokens
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#
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# id :bigint not null, primary key
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# archived_at :datetime
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# name :string not null
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# sha256 :string not null
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# token_prefix :string not null
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# created_at :datetime not null
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# updated_at :datetime not null
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# user_id :bigint not null
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#
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# Indexes
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#
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# index_mcp_tokens_on_sha256 (sha256) UNIQUE
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# index_mcp_tokens_on_user_id (user_id)
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#
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# Foreign Keys
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#
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# fk_rails_... (user_id => users.id)
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#
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class McpToken < ApplicationRecord
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TOKEN_LENGTH = 43
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belongs_to :user
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before_validation :set_sha256_and_token_prefix, on: :create
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attribute :token, :string, default: -> { SecureRandom.base58(TOKEN_LENGTH) }
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scope :active, -> { where(archived_at: nil) }
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private
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def set_sha256_and_token_prefix
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self.sha256 = Digest::SHA256.hexdigest(token)
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self.token_prefix = token[0, 5]
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end
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end
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@ -0,0 +1,112 @@
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<div class="flex-wrap space-y-4 md:flex md:flex-nowrap md:space-y-0 md:space-x-10">
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<%= render 'shared/settings_nav' %>
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<div class="md:flex-grow">
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<div class="flex flex-col md:flex-row md:flex-wrap gap-2 md:justify-between md:items-end mb-4 min-h-12">
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<h1 class="text-4xl font-bold">
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<%= t('mcp_server') %>
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</h1>
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<div class="flex flex-col md:flex-row gap-y-2 gap-x-4 md:items-center">
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<div class="tooltip">
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<%= link_to new_settings_mcp_path, class: 'btn btn-primary btn-md gap-2 w-full md:w-fit', data: { turbo_frame: 'modal' } do %>
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<%= svg_icon('plus', class: 'w-6 h-6') %>
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<span><%= t('new_token') %></span>
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<% end %>
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</div>
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</div>
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</div>
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<% if flash[:mcp_token].present? %>
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<div class="space-y-4 mb-4">
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<div class="card bg-base-200">
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<div class="card-body p-6">
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<label for="mcp_token" class="text-sm font-semibold">
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<%= t('please_copy_the_token_below_now_as_it_wont_be_shown_again') %>:
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</label>
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<div class="flex w-full space-x-4">
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<input id="mcp_token" type="text" value="<%= flash[:mcp_token] %>" class="input font-mono input-bordered w-full" autocomplete="off" readonly>
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<%= render 'shared/clipboard_copy', icon: 'copy', text: flash[:mcp_token], class: 'base-button', icon_class: 'w-6 h-6 text-white', copy_title: t('copy'), copied_title: t('copied') %>
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</div>
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</div>
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</div>
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<div class="space-y-4">
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<p class="text-2xl font-bold">
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<%= t('instructions') %>
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</p>
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<div class="card bg-base-200/60 border-2 border-info">
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<div class="card-body p-6">
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<p class="text-2xl font-semibold"><%= t('connect_to_docuseal_mcp') %></p>
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<p class="text-lg"><%= t('add_the_following_to_your_mcp_client_configuration') %>:</p>
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<div class="mockup-code overflow-hidden">
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<% text = JSON.pretty_generate({ mcpServers: { docuseal: { type: 'http', url: "#{root_url(Docuseal.default_url_options)}mcp", headers: { Authorization: "Bearer #{flash[:mcp_token]}" } } } }).strip %>
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<span class="top-0 right-0 absolute">
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<%= render 'shared/clipboard_copy', icon: 'copy', text:, class: 'btn btn-ghost text-white', icon_class: 'w-6 h-6 text-white', copy_title: t('copy'), copied_title: t('copied') %>
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</span>
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<pre class="before:!m-0 pl-4 pb-4"><code class="overflow-hidden w-full"><%== HighlightCode.call(text, 'JSON', theme: 'base16.dark') %></code></pre>
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</div>
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<p class="text-lg"><%= t('works_with_claude_desktop_cursor_windsurf_vs_code_and_any_mcp_compatible_client') %></p>
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</div>
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</div>
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</div>
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</div>
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<% end %>
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<div class="overflow-x-auto">
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<table class="table w-full table-lg rounded-b-none overflow-hidden">
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<thead class="bg-base-200">
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<tr class="text-neutral uppercase">
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<th>
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<%= t('name') %>
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</th>
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<th>
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<%= t('token') %>
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</th>
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<th>
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<%= t('created_at') %>
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</th>
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<th class="text-right" width="1px">
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</th>
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</tr>
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</thead>
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<tbody>
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<% @mcp_tokens.each do |mcp_token| %>
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<tr scope="row">
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<td>
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<%= mcp_token.name %>
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</td>
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<td>
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<% if flash[:mcp_token].present? && mcp_token.token_prefix == flash[:mcp_token][0, 5] %>
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<%= flash[:mcp_token] %>
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<% else %>
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<%= "#{mcp_token.token_prefix}#{'*' * 38}" %>
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<% end %>
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</td>
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<td>
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<%= l(mcp_token.created_at.in_time_zone(current_account.timezone), format: :short, locale: current_account.locale) %>
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</td>
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<td class="flex items-center space-x-2 justify-end">
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<%= button_to settings_mcp_path(mcp_token), method: :delete, class: 'btn btn-outline btn-error btn-xs', title: t('remove'), data: { turbo_confirm: t('are_you_sure_') } do %>
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<%= t('remove') %>
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<% end %>
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</td>
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</tr>
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<% end %>
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</tbody>
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</table>
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</div>
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<% account_config = AccountConfig.find_or_initialize_by(account: current_account, key: AccountConfig::ENABLE_MCP_KEY) %>
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<% if can?(:manage, account_config) %>
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<%= form_for account_config, url: account_configs_path, method: :post do |f| %>
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<%= f.hidden_field :key %>
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<div class="flex items-center gap-4 py-2.5">
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<div class="flex items-center space-x-1">
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<span class="text-left"><%= t('enable_mcp_server') %></span>
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<span class="tooltip tooltip-top flex cursor-pointer" data-tip="<%= t('all_existing_mcp_connections_will_be_stopped_immediately_when_this_setting_is_disabled') %>">
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<%= svg_icon('info_circle', class: 'hidden md:inline-block w-4 h-4 shrink-0') %>
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</span>
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</div>
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<submit-form data-on="change" class="flex">
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<%= f.check_box :value, class: 'toggle', checked: account_config.value == true %>
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</submit-form>
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</div>
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<% end %>
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<% end %>
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</div>
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</div>
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@ -0,0 +1,13 @@
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<%= render 'shared/turbo_modal', title: t('new_token') do %>
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<%= form_for @mcp_token, url: settings_mcp_index_path, method: :post, html: { autocomplete: 'off' }, data: { turbo_frame: :_top } do |f| %>
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<div class="space-y-4">
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<div class="w-full">
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<%= f.label :name, t('name'), class: 'label' %>
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<%= f.text_field :name, required: true, class: 'base-input w-full', dir: 'auto' %>
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</div>
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<div class="form-control pt-2">
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<%= f.button button_title, class: 'base-button' %>
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</div>
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</div>
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<% end %>
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<% end %>
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@ -0,0 +1,8 @@
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# frozen_string_literal: true
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class AddPkceToDoorkeeperAccessGrants < ActiveRecord::Migration[7.1]
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def change
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add_column :oauth_access_grants, :code_challenge, :string, null: true
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add_column :oauth_access_grants, :code_challenge_method, :string, null: true
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end
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end
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@ -0,0 +1,15 @@
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# frozen_string_literal: true
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class CreateMcpTokens < ActiveRecord::Migration[8.1]
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def change
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create_table :mcp_tokens do |t|
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t.references :user, null: false, foreign_key: true, index: true
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t.string :name, null: false
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t.string :sha256, null: false, index: { unique: true }
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t.string :token_prefix, null: false
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t.datetime :archived_at
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t.timestamps
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end
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end
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end
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@ -0,0 +1,65 @@
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# frozen_string_literal: true
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module Mcp
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module HandleRequest
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TOOLS = [
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Mcp::Tools::SearchTemplates,
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Mcp::Tools::CreateTemplate,
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Mcp::Tools::SendDocuments,
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Mcp::Tools::SearchDocuments
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].freeze
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TOOLS_SCHEMA = TOOLS.map { |t| t::SCHEMA }
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TOOLS_INDEX = TOOLS.index_by { |t| t::SCHEMA[:name] }
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module_function
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# rubocop:disable Metrics/MethodLength
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def call(body, current_user, current_ability)
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case body['method']
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when 'initialize'
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{
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jsonrpc: '2.0',
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id: body['id'],
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result: {
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protocolVersion: '2025-11-25',
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serverInfo: {
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name: 'DocuSeal',
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version: Docuseal.version.to_s
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},
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capabilities: {
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tools: {
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listChanged: false
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}
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}
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}
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}
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when 'notifications/initialized'
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nil
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when 'ping'
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{ jsonrpc: '2.0', id: body['id'], result: {} }
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when 'tools/list'
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{ jsonrpc: '2.0', id: body['id'], result: { tools: TOOLS_SCHEMA } }
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when 'tools/call'
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tool = TOOLS_INDEX[body.dig('params', 'name')]
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raise "Unknown tool: #{body.dig('params', 'name')}" unless tool
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result = tool.call(body.dig('params', 'arguments') || {}, current_user, current_ability)
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{ jsonrpc: '2.0', id: body['id'], result: }
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else
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{
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jsonrpc: '2.0',
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id: body['id'],
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error: {
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code: -32_601,
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message: "Method not found: #{body['method']}"
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}
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}
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end
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end
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# rubocop:enable Metrics/MethodLength
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end
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end
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@ -0,0 +1,110 @@
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# frozen_string_literal: true
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module Mcp
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module Tools
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module CreateTemplate
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SCHEMA = {
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name: 'create_template',
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title: 'Create Template',
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description: 'Create a template from a PDF. Provide a URL or base64-encoded file content.',
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inputSchema: {
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type: 'object',
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properties: {
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url: {
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type: 'string',
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description: 'URL of the document file to upload'
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},
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file: {
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type: 'string',
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description: 'Base64-encoded file content'
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},
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filename: {
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type: 'string',
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description: 'Filename with extension (required when using file)'
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},
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name: {
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type: 'string',
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description: 'Template name (defaults to filename)'
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}
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}
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},
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annotations: {
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readOnlyHint: false,
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destructiveHint: false,
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idempotentHint: false,
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openWorldHint: false
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}
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}.freeze
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module_function
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# rubocop:disable Metrics/AbcSize, Metrics/MethodLength
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def call(arguments, current_user, current_ability)
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current_ability.authorize!(:create, Template.new(account_id: current_user.account_id, author: current_user))
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account = current_user.account
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if arguments['file'].present?
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tempfile = Tempfile.new
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tempfile.binmode
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tempfile.write(Base64.decode64(arguments['file']))
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tempfile.rewind
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filename = arguments['filename'] || 'document.pdf'
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elsif arguments['url'].present?
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tempfile = Tempfile.new
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tempfile.binmode
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tempfile.write(DownloadUtils.call(arguments['url'], validate: true).body)
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tempfile.rewind
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filename = File.basename(URI.decode_www_form_component(arguments['url']))
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else
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return { content: [{ type: 'text', text: 'Provide either url or file' }], isError: true }
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end
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file = ActionDispatch::Http::UploadedFile.new(
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tempfile:,
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filename:,
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type: Marcel::MimeType.for(tempfile)
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)
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template = Template.new(
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account:,
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author: current_user,
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folder: account.default_template_folder,
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name: arguments['name'].presence || File.basename(filename, '.*')
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)
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template.save!
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documents, = Templates::CreateAttachments.call(template, { files: [file] }, extract_fields: true)
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schema = documents.map { |doc| { attachment_uuid: doc.uuid, name: doc.filename.base } }
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if template.fields.blank?
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template.fields = Templates::ProcessDocument.normalize_attachment_fields(template, documents)
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end
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template.update!(schema:)
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WebhookUrls.enqueue_events(template, 'template.created')
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SearchEntries.enqueue_reindex(template)
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{
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content: [
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{
|
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type: 'text',
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text: {
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id: template.id,
|
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name: template.name,
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edit_url: Rails.application.routes.url_helpers.edit_template_url(template,
|
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**Docuseal.default_url_options)
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}.to_json
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}
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]
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}
|
||||
end
|
||||
end
|
||||
# rubocop:enable Metrics/AbcSize, Metrics/MethodLength
|
||||
end
|
||||
end
|
||||
@ -0,0 +1,65 @@
|
||||
# frozen_string_literal: true
|
||||
|
||||
module Mcp
|
||||
module Tools
|
||||
module SearchDocuments
|
||||
SCHEMA = {
|
||||
name: 'search_documents',
|
||||
title: 'Search Documents',
|
||||
description: 'Search signed or pending documents by submitter name, email, phone, or template name',
|
||||
inputSchema: {
|
||||
type: 'object',
|
||||
properties: {
|
||||
q: {
|
||||
type: 'string',
|
||||
description: 'Search by submitter name, email, phone, or template name'
|
||||
},
|
||||
limit: {
|
||||
type: 'integer',
|
||||
description: 'The number of results to return (default 10)'
|
||||
}
|
||||
},
|
||||
required: %w[q]
|
||||
},
|
||||
annotations: {
|
||||
readOnlyHint: true,
|
||||
destructiveHint: false,
|
||||
idempotentHint: true,
|
||||
openWorldHint: false
|
||||
}
|
||||
}.freeze
|
||||
|
||||
module_function
|
||||
|
||||
def call(arguments, current_user, current_ability)
|
||||
submissions = Submissions.search(current_user, Submission.accessible_by(current_ability).active,
|
||||
arguments['q'], search_template: true)
|
||||
|
||||
limit = arguments.fetch('limit', 10).to_i
|
||||
limit = 10 if limit <= 0
|
||||
limit = [limit, 100].min
|
||||
submissions = submissions.preload(:submitters, :template)
|
||||
.order(id: :desc)
|
||||
.limit(limit)
|
||||
|
||||
data = submissions.map do |submission|
|
||||
url = Rails.application.routes.url_helpers.submission_url(
|
||||
submission.id, **Docuseal.default_url_options
|
||||
)
|
||||
|
||||
{
|
||||
id: submission.id,
|
||||
template_name: submission.template&.name,
|
||||
status: Submissions::SerializeForApi.build_status(submission, submission.submitters),
|
||||
submitters: submission.submitters.map do |s|
|
||||
{ email: s.email, name: s.name, phone: s.phone, status: s.status }
|
||||
end,
|
||||
documents_url: url
|
||||
}
|
||||
end
|
||||
|
||||
{ content: [{ type: 'text', text: data.to_json }] }
|
||||
end
|
||||
end
|
||||
end
|
||||
end
|
||||
@ -0,0 +1,53 @@
|
||||
# frozen_string_literal: true
|
||||
|
||||
module Mcp
|
||||
module Tools
|
||||
module SearchTemplates
|
||||
SCHEMA = {
|
||||
name: 'search_templates',
|
||||
title: 'Search Templates',
|
||||
description: 'Search document templates by name',
|
||||
inputSchema: {
|
||||
type: 'object',
|
||||
properties: {
|
||||
q: {
|
||||
type: 'string',
|
||||
description: 'Search query to filter templates by name'
|
||||
},
|
||||
limit: {
|
||||
type: 'integer',
|
||||
description: 'The number of templates to return (default 10)'
|
||||
}
|
||||
},
|
||||
required: %w[q]
|
||||
},
|
||||
annotations: {
|
||||
readOnlyHint: true,
|
||||
destructiveHint: false,
|
||||
idempotentHint: true,
|
||||
openWorldHint: false
|
||||
}
|
||||
}.freeze
|
||||
|
||||
module_function
|
||||
|
||||
def call(arguments, current_user, current_ability)
|
||||
templates = Templates.search(current_user, Template.accessible_by(current_ability).active, arguments['q'])
|
||||
|
||||
limit = arguments.fetch('limit', 10).to_i
|
||||
limit = 10 if limit <= 0
|
||||
limit = [limit, 100].min
|
||||
templates = templates.order(id: :desc).limit(limit)
|
||||
|
||||
{
|
||||
content: [
|
||||
{
|
||||
type: 'text',
|
||||
text: templates.map { |t| { id: t.id, name: t.name } }.to_json
|
||||
}
|
||||
]
|
||||
}
|
||||
end
|
||||
end
|
||||
end
|
||||
end
|
||||
@ -0,0 +1,114 @@
|
||||
# frozen_string_literal: true
|
||||
|
||||
module Mcp
|
||||
module Tools
|
||||
module SendDocuments
|
||||
SCHEMA = {
|
||||
name: 'send_documents',
|
||||
title: 'Send Documents',
|
||||
description: 'Send a document template for signing to specified submitters',
|
||||
inputSchema: {
|
||||
type: 'object',
|
||||
properties: {
|
||||
template_id: {
|
||||
type: 'integer',
|
||||
description: 'Template identifier'
|
||||
},
|
||||
submitters: {
|
||||
type: 'array',
|
||||
description: 'The list of submitters (signers)',
|
||||
items: {
|
||||
type: 'object',
|
||||
properties: {
|
||||
email: {
|
||||
type: 'string',
|
||||
description: 'Submitter email address'
|
||||
},
|
||||
name: {
|
||||
type: 'string',
|
||||
description: 'Submitter name'
|
||||
},
|
||||
phone: {
|
||||
type: 'string',
|
||||
description: 'Submitter phone number in E.164 format'
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
},
|
||||
required: %w[template_id submitters]
|
||||
},
|
||||
annotations: {
|
||||
readOnlyHint: false,
|
||||
destructiveHint: false,
|
||||
idempotentHint: false,
|
||||
openWorldHint: true
|
||||
}
|
||||
}.freeze
|
||||
|
||||
module_function
|
||||
|
||||
# rubocop:disable Metrics/MethodLength
|
||||
def call(arguments, current_user, current_ability)
|
||||
template = Template.accessible_by(current_ability).find_by(id: arguments['template_id'])
|
||||
|
||||
return { content: [{ type: 'text', text: 'Template not found' }], isError: true } unless template
|
||||
|
||||
current_ability.authorize!(:create, Submission.new(template:, account_id: current_user.account_id))
|
||||
|
||||
return { content: [{ type: 'text', text: 'Template has no fields' }], isError: true } if template.fields.blank?
|
||||
|
||||
submitters = (arguments['submitters'] || []).map do |s|
|
||||
s.slice('email', 'name', 'role', 'phone')
|
||||
.compact_blank
|
||||
.with_indifferent_access
|
||||
end
|
||||
|
||||
submissions = Submissions.create_from_submitters(
|
||||
template:,
|
||||
user: current_user,
|
||||
source: :api,
|
||||
submitters_order: 'random',
|
||||
submissions_attrs: { submitters: submitters },
|
||||
params: { 'send_email' => true, 'submitters' => submitters }
|
||||
)
|
||||
|
||||
if submissions.blank?
|
||||
return { content: [{ type: 'text', text: 'No valid submitters provided' }], isError: true }
|
||||
end
|
||||
|
||||
WebhookUrls.enqueue_events(submissions, 'submission.created')
|
||||
|
||||
Submissions.send_signature_requests(submissions)
|
||||
|
||||
submissions.each do |submission|
|
||||
submission.submitters.each do |submitter|
|
||||
next unless submitter.completed_at?
|
||||
|
||||
ProcessSubmitterCompletionJob.perform_async('submitter_id' => submitter.id,
|
||||
'send_invitation_email' => false)
|
||||
end
|
||||
end
|
||||
|
||||
SearchEntries.enqueue_reindex(submissions)
|
||||
|
||||
submission = submissions.first
|
||||
|
||||
{
|
||||
content: [
|
||||
{
|
||||
type: 'text',
|
||||
text: {
|
||||
id: submission.id,
|
||||
status: 'pending'
|
||||
}.to_json
|
||||
}
|
||||
]
|
||||
}
|
||||
rescue Submissions::CreateFromSubmitters::BaseError => e
|
||||
{ content: [{ type: 'text', text: e.message }], isError: true }
|
||||
end
|
||||
# rubocop:enable Metrics/MethodLength
|
||||
end
|
||||
end
|
||||
end
|
||||
Loading…
Reference in new issue