Commit Graph

14 Commits

Author SHA1 Message Date
Matt Vollmer e189f73cc0 docs: close Coder Agents coverage gaps and align nav references (#24971)
Closes coverage gaps in `docs/ai-coder/agents/` and aligns nav
references with the current UI (post #24574 Behavior split, post #24644
Insights removal).

**Content fixes:**

- Replace site-wide `coder users edit-roles` flow with org-scoped
`agents-access` role (per migration `000475`). CLI examples now preserve
existing org roles since `edit-roles` overwrites the full set.
- Correct computer-use claim: supports Anthropic *and* OpenAI providers,
configured under the Virtual desktop experiment.
- New `platform-controls/experiments.md` covering Virtual desktop,
Advisor, and Chat debug logging (each as: what, how to enable, API).
Includes the Debug tab in the chat right panel.
- Trim `models.md` "Model overrides" to essentials: two layers (admin
subagent, user personal), contexts table, resolution order, API pointer.
- Remove retired `platform-controls/pr-insights.md` (page + manifest +
cross-links).

**Nav cleanup:**

- Admin-only tabs use the full `Agents > Settings > Manage Agents >
<Tab>` path; user-side tabs keep `Agents > Settings > <Tab>`.
- Replace stale "Behavior" references with Instructions / Lifecycle /
Experiments to match the current sidebar.
- Replace references to the removed top-bar Admin dialog with the
Settings sidebar.

<details>
<summary>Decision log</summary>

- Experimental features were originally drafted as a standalone Advisor
page plus inline sections in `platform-controls/index.md`. Consolidated
into one `experiments.md` since no individual feature warrants a full
page yet and parallel short sections are easier to scan.
- Reviewer feedback on early drafts: drop the inline experiments list
from `index.md` (avoid drift), drop the "users created before this role
was introduced" note (handled transparently by migration `000475`),
specify the full nav path for per-model pricing, link the
`type=computer_use` row in `architecture.md` to the Experiments page.
- CLI bulk-grant script previously called `edit-roles <user>
agents-access`. That replaces the user's full org role set, so the
script would silently strip `organization-admin`,
`organization-template-admin`, etc. Rewrote to read each user's current
roles, append `agents-access`, dedupe, and write the union back.

</details>

PR generated with Coder Agents.
2026-05-05 12:40:03 -04:00
Ben Potter 83f44dcaeb docs(docs/ai-coder/agents): note OpenAI as a supported computer-use provider (#24967)
PR #24772 (merged 2026-05-04) added OpenAI alongside Anthropic for
computer use, plus an admin selector under the virtual desktop toggle.
Three places in the agents docs still said "Anthropic only" — this
updates them.

No other content changes. Anthropic is still the default.

Fixes
[CODAGT-310](https://linear.app/codercom/issue/CODAGT-310/enable-openai-computer-use-in-codercoder)

---

@nickvigilante — heads up, the kind of release-train drift we keep
hitting:

- Feature is on `main`, so docs on `main` need to describe it.
- Feature is **not** in `release/2.33` and **not** in `v2.34.0-rc.0`
(both cut before #24772 merged). It will ship in v2.34.
- `coder.com/docs` follows `main`, so once this lands, v2.33 users see
"OpenAI is supported" and find no toggle.

Fwiw our [`doc-check`
workflow](https://github.com/coder/coder/blob/main/.github/workflows/doc-check.yaml)
would have caught this on #24772 — it's exactly what it's for. It [did
trigger](https://github.com/coder/coder/actions/runs/25326759671) but
the chat-create step errored out (curl exit 22) and nobody re-ran it, so
the analysis never happened. Worth tightening that path so a transient
API blip doesn't silently skip the check.

> Generated with [Coder Agents](https://coder.com/agents)
2026-05-05 10:39:05 -05:00
david-fraley c0e72e272d docs(docs/ai-coder/agents): correct chat statuses, watch events, auto-archive default, and add attach_file tool (#24828) 2026-05-05 09:00:27 -04:00
Michael Suchacz f073323c89 refactor: unify subagent spawn behind spawn_subagent (#24535)
Unify the three subagent spawn tools (`spawn_agent`,
`spawn_explore_agent`, `spawn_computer_use_agent`) behind a single
`spawn_subagent` tool keyed by a `subagent_type` discriminant
(`general`, `explore`, `computer_use`). Mirrors the single-entry-point
pattern already used by `task` in mux while keeping `wait_agent`,
`message_agent`, and `close_agent` as separate lifecycle tools.

A new backend subagent definition catalog
(`coderd/x/chatd/subagent_catalog.go`) is the source of truth for tool
description, prompt guidance, availability rules (plan mode,
desktop/Anthropic gating), and child-chat option building.
`spawn_subagent` advertises only the types available in the current
context and validates `subagent_type` server-side; context inheritance
still flows through the existing `createChildSubagentChatWithOptions`
path. `wait_agent`, `message_agent`, and `close_agent` responses now
include a server-derived `subagent_type` so the UI stops inferring
lifecycle state from tool names.

The frontend gets a shared normalization helper
(`site/src/pages/AgentsPage/components/ChatElements/tools/subagentDescriptor.ts`)
that maps either legacy tool names or new `spawn_subagent` args into a
common descriptor (action, variant, icon, fallback copy). Legacy
transcripts still render identically; `Tool.tsx`, `SubagentTool.tsx`,
`ToolLabel.tsx`, `ToolIcon.tsx`, and `messageParsing.ts` now key off the
descriptor instead of hard-coded names. Existing UI copy is preserved
(`Spawning Explore agent...`, `Using the computer...`, computer-use
monitor icon and Open Desktop affordance).

> This PR was opened by Mux working on Mike's behalf.
2026-04-21 14:01:32 +02:00
Michael Suchacz 9d0469fc4c feat: allow approved external MCP tools in root plan mode (#24509)
## Summary

Allow root plan-mode chats to use MCP tools from external servers that
an admin has explicitly approved for plan mode. Workspace MCP and
plan-mode subagents remain blocked.

## Problem

`chatd.go` excluded every MCP tool when `isPlanModeTurn` was true, so
planning had no access to tools like docs search, ticketing, etc.
Lifting that guard wholesale was unsafe: `mcp_server_configs` already
has centralized admin governance, but workspace-local MCP (discovered
from agent `.mcp.json`) does not, and subagents use a narrower trust
boundary.

## Fix

Add an admin-controlled per-server `allow_in_plan_mode` flag (default
`false`) and gate plan-mode MCP access on it.

### Backend / schema
- New migration `000472_mcp_server_allow_in_plan_mode.{up,down}.sql` and
matching fixture update.
- `mcpserverconfigs.sql` + generated code: persist and read the new
column.
- `codersdk/mcp.go`: thread the field through `MCPServerConfig`,
`Create*`, and `Update*` request types.
- `coderd/mcp.go`: validate, persist, and return the flag in
get/list/create/update handlers.

### chatd
- `coderd/x/chatd/chatd.go`: pre-filter selected external MCP configs by
`AllowInPlanMode` before calling `mcpclient.ConnectAll` on plan-mode
root turns. Workspace MCP discovery is skipped entirely on plan-mode
turns.
- Single helper decides whether a tool is available in plan mode, used
both at construction and for active-tool filtering (defense in depth).
Plan-mode subagents, dynamic tools, provider-native tools, computer-use,
and workspace MCP stay unchanged.
- `coderd/x/chatd/prompt.go`: update the root plan-mode overlay text to
match the new boundary.

### UI
- `MCPServerAdminPanel.tsx`: add an explicit toggle ("Allow all tools
from this MCP server in root plan mode") next to the existing governance
controls.
- Regenerated `site/src/api/typesGenerated.ts`.

### Docs
- `docs/ai-coder/agents/architecture.md`: replace the blanket "MCP is
unavailable in plan mode" note with the new root-only, external-only,
admin-approved policy. Explicitly call out that workspace MCP and
plan-mode subagents are still excluded.

### Tests
- Plan-mode visibility (approved vs non-approved external server).
- Plan-mode invocation of an approved external MCP tool.
- End-to-end plan-mode workflow that uses an approved MCP tool and then
reaches `propose_plan`.
- Regressions: workspace MCP still excluded in plan mode; plan-mode
subagents still on the restricted tool boundary; existing tool
allow/deny list filtering still applies.

## Policy precedence

`allow_in_plan_mode` is an **additional** requirement on top of existing
`enabled`, availability, chat-selected / forced server IDs, and tool
allow/deny lists. It approves **all tools on that server** for root plan
mode; a per-tool plan allowlist is deliberately deferred.

## Follow-ups (explicitly out of scope)

- Whether plan-mode subagents should inherit approved external MCP
tools.
- Workspace-local MCP safety model (agent-side `.mcp.json` schema vs. a
coderd-managed workspace MCP config).

## Validation

- `go vet ./coderd/x/chatd/...`
- `go test ./coderd/x/chatd -run 'TestPlan.*|TestMCP.*' -count=1`
- `go test ./coderd/x/chatd -count=1 -timeout 5m` (full chatd suite)
- `make fmt` (no diff)

> Mux opened this PR on Mike's behalf.
2026-04-21 12:26:12 +02:00
Michael Suchacz 1cf0354f72 feat: add plan mode with restricted tool boundary (#24236)
> This PR was authored by Mux on behalf of Mike.

## Summary
- add persistent plan mode for chats and the chat-specific plan file
flow
- add structured planning tools such as `ask_user_question` and
`propose_plan`
- keep `write_file` and `edit_files` constrained to the chat-specific
plan file during plan turns
- allow shell exploration in plan mode, including subagents, via
`execute` and `process_output`
- block implementation-oriented, provider-native, MCP, dynamic, and
computer-use tools during plan turns
- update the chat UI, tests, and docs for the new planning flow
2026-04-16 11:12:01 +02:00
Matt Vollmer d954460380 docs: rename "Security implications" to "Security posture" (#24181)
Renames the "Security implications" section to "Security posture" and
reframes the intro paragraph. "Implications" reads as a caveat or
warning; the section actually describes built-in structural guarantees
of the control plane architecture.

> PR generated with Coder Agents
2026-04-08 19:55:56 -04:00
Matt Vollmer 506fba9ebf docs: add BYOK docs, fix tool tables, add platform controls (#24178)
Fixes several documentation gaps and inaccuracies in the Coder Agents
docs identified during a deep review against the current product state.

## BYOK (User API Keys)

`models.md` stated *"Developers cannot add their own providers, models,
or API keys"* — this has been incorrect since the provider key policy
system shipped (Apr 2, #23751/#23781).

- Added **Key policy** section documenting the three admin toggles
(`central_api_key_enabled`, `allow_user_api_key`,
`allow_central_api_key_fallback`) with a truth table showing all
resolution outcomes
- Added **User API keys (BYOK)** section covering the developer-facing
key management page, status indicators, selection priority, and key
removal
- Updated `platform-controls/index.md` to reference BYOK instead of
claiming keys are admin-only

## Reasoning effort enum fixes

- **OpenAI**: removed `none` — code accepts `minimal, low, medium, high,
xhigh`
- **OpenRouter**: narrowed to `low, medium, high` per
`ReasoningEffortFromChat` in `chatprovider.go`

## Tool table completeness

- Added `spawn_computer_use_agent`, `read_skill`, `read_skill_file` to
`index.md` tool table
- Added "Workspace extension tools" section to `architecture.md` for
`read_skill`/`read_skill_file`
- Fixed orchestration restriction note to list all 5 gated tools instead
of just `spawn_agent`
- Added conditional availability notes for desktop and skills tools

## Platform controls

Three admin-only settings existed in the Behavior tab with no
documentation:

- **Virtual desktop** — admin toggle, Anthropic + portabledesktop
requirements
- **Workspace autostop fallback** — default TTL for agent workspaces
without template-defined autostop
- **Data retention** — moved `chat-retention.md` into
`platform-controls/` since it's admin-only, fixed nav path

---

> PR generated with Coder Agents
2026-04-08 18:24:12 -04:00
Matt Vollmer 5e3bccd96c docs: fix tool tables and model option errors in agent docs (#23821)
Fixes factual errors found during a review of all pages under
`/docs/ai-coder/agents/`.

## Tool tables (`index.md`, `architecture.md`)

Both pages had incomplete tool tables. Added:

- `process_output`, `process_list`, `process_signal` — core workspace
tools always registered alongside `execute`, missing from both pages
- `propose_plan` — platform tool (root chats only), missing from both
pages
- `spawn_computer_use_agent` — orchestration tool (conditional), missing
from architecture.md

Also fixed the architecture.md claim that the agent is "restricted to
the tool set defined in this section" — it now mentions skills and MCP
tools with links to the relevant pages.

## Model options (`models.md`)

- **OpenAI / OpenRouter Reasoning Effort**: docs listed `low`, `medium`,
`high` — code has `none`, `minimal`, `low`, `medium`, `high`, `xhigh`.
Fixed both.
- **Removed hidden fields** that never appear in the admin UI:
  - Google: Safety Settings (`hidden:"true"`)
- OpenRouter: Provider Order, Allow Fallbacks (parent struct
`hidden:"true"`)
  - Vercel: Provider Options (`hidden:"true"`)

---

*PR generated with Coder Agents*
2026-03-30 16:24:45 -04:00
Matt Vollmer 76eac82e5b docs: soften security implications intro wording (#23492) 2026-03-24 08:59:33 -04:00
Mathias Fredriksson 138bc41563 fix: improve process tool descriptions to prefer foreground execution (#23395)
The tool descriptions pushed agents toward backgrounding anything over
5 seconds, including builds, tests, and installs where you actually
want to wait for the result. This led to unnecessary process_output
round-trips and missed the foreground timeout-to-reattach workflow
entirely.

Reframe background mode as the exception (persistent processes with
no natural exit) and foreground with an appropriate timeout as the
default. Replace "background process" with "tracked process" in
process_output, process_list, and process_signal since they work on
all tracked processes regardless of how they were started.
2026-03-23 17:54:30 +00:00
Matt Vollmer 481c132135 docs: clarify agent permission inheritance and default security posture (#23194)
Addresses five documentation gaps identified from an internal agents
briefing Q&A, specifically around what permissions an agent inherits
from the user:

1. **No privilege escalation** — Added explicit statement that the agent
has the exact same permissions as the user. No escalation, no shared
service account.
2. **Cross-user workspace isolation** — Added statement that agents
cannot access workspaces belonging to other users.
3. **Default-state warning** — Added WARNING callouts that agent
workspaces inherit the user's full network access unless templates
explicitly restrict it.
4. **Tool boundary statement** — Added explicit statement that the agent
cannot act outside its defined tool set and has no direct access to the
Coder API.
5. **Template visibility scoped to user RBAC** — Clarified that template
selection respects the user's role and permissions.

Changes across 3 files:
- `docs/ai-coder/agents/index.md`
- `docs/ai-coder/agents/architecture.md`
- `docs/ai-coder/agents/platform-controls/template-optimization.md`

---
PR generated with Coder Agents
2026-03-18 12:15:50 +00:00
Matt Vollmer 06105c9c62 docs(agents): convert markdown images to HTML img tags (#22647) 2026-03-04 23:21:08 -05:00
Matt Vollmer c0995ed736 docs: add Models page and restructure agents docs into directory (#22643)
Adds a Models page documenting LLM provider and model configuration for
Coder Agents. Moves agents pages into `docs/ai-coder/agents/` directory.
URLs are unchanged.

<img width="1343" height="633" alt="image"
src="https://github.com/user-attachments/assets/e870340b-9ae5-4904-9936-49f51ab0e0c4"
/>
2026-03-04 21:56:15 -05:00