warmplane 0.16.0

Local control plane that keeps MCP sessions warm with compact capability/resource/prompt facades.
Documentation
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# Warmplane User Guide

Warmplane is a local control plane that maintains persistent Model Context Protocol (MCP) sessions.

It aggregates multiple upstream MCP servers behind a single runtime. It provides a compact, deterministic interface for tools, resources, and prompts over HTTP REST APIs, interactive Web UI, CLI commands, and stdio MCP server proxying.

This guide provides configuration references, deployment procedures, API specifications, and operational guidance for platform engineers and developers.

---

## 1. System Overview

Warmplane optimizes AI agent tool execution across three core technical dimensions:

- **Startup latency**: Eliminates per-call handshake overhead by maintaining persistent, warm connections to upstream MCP servers.
- **Payload footprint**: Reduces LLM context token usage by serving lightweight catalog indexes first and full schema details on demand.
- **System determinism**: Standardizes request envelopes, response structures, retry classifications, and error codes across heterogeneous upstream tools.

### Client Interfaces

Warmplane exposes four client interfaces backed by shared daemon state:

1. **Control Deck Web UI (`/ui` and `/`)**: Embedded zero-dependency web management interface for runtime telemetry, upstream server lifecycle, interactive tool execution playground, and security policy rules.
2. **HTTP REST API (`/v1/...`)**: Low-overhead HTTP JSON API for web applications, microservices, and orchestration gateways.
3. **MCP Stdio Server Mode (`mcp-server`)**: Standard MCP stdio interface for direct integration with MCP-native AI clients (Claude Desktop, Cursor, Zed).
4. **CLI Facade (`warmplane <command>`)**: Command-line interface for administrative scripting, server hot-reloading (`warmplane reload`), health checks, and manual debugging.

---

## 2. Installation and Build

### Prerequisites

- Rust toolchain (version 1.80 or later)
- Cargo package manager

### Build and Install

1. Clone the repository:

   ```bash
   git clone https://github.com/Warmplane/warmplane.git
   cd warmplane
   ```

2. Compile and install the release binary:

   ```bash
   cargo install --path .
   ```

3. (Optional) Install with local ONNX vector search support:

   ```bash
   cargo install --path . --features semantic-search
   ```

4. Verify the installation:

   ```bash
   warmplane --help
   ```

---

## 3. Quick Start

Follow this procedure to deploy a local Warmplane daemon with a sample filesystem MCP server.

1. Initialize a new configuration file:

   ```bash
   warmplane config init
   ```

2. Add a sample filesystem MCP server:

   ```bash
   warmplane server add filesystem --command npx --arg "-y" --arg "@modelcontextprotocol/server-filesystem" --arg "/tmp"
   ```

3. Start the daemon process:

   ```bash
   warmplane daemon --config mcp_servers.json
   ```

4. Verify catalog discovery from a separate terminal:

   ```bash
   curl -s http://127.0.0.1:9090/v1/capabilities | jq
   ```

   **Expected Result**: The endpoint returns HTTP 200 OK with a JSON array listing discovered tools under the `filesystem` namespace.

---

## 4. Configuration Reference

The configuration file (default: `mcp_servers.json`) controls upstream server connections, network ports, access control policies, human-in-the-loop approvals, and alias mappings.

### Top-Level Fields

| Field | Type | Required | Default | Description |
| :--- | :--- | :---: | :--- | :--- |
| `port` | Number | No | `9090` | TCP listening port for the HTTP daemon. |
| `toolTimeoutMs` | Number | No | `15000` | Upstream operation timeout in milliseconds. |
| `capabilityAliases` | Object | No | `{}` | Map of upstream tool identifiers (`<server>.<tool>`) to canonical public capability IDs. |
| `resourceAliases` | Object | No | `{}` | Map of upstream resource URIs to canonical public resource IDs. |
| `promptAliases` | Object | No | `{}` | Map of upstream prompt names to canonical public prompt IDs. |
| `policy` | Object | No | `null` | Access control rules, approval workflows, and data redaction settings. |
| `audit` | Object | No | `null` | Cryptographic WORM audit logging and SIEM exporter settings. |
| `mcpServers` | Object | Yes | `{}` | Upstream server definitions keyed by server identifier string. |

---

### 4.1 Upstream Server Transports

Each entry in `mcpServers` defines an upstream server. Configure exactly one transport selector per server:

- `command`: Stdio process transport
- `url`: Streamable HTTP/SSE transport

Warmplane fails startup validation if a server definition specifies both or neither transport selectors.

#### Stdio Transport Configuration

| Field | Type | Required | Description |
| :--- | :--- | :---: | :--- |
| `command` | String | Yes | Path or binary name of the executable process. |
| `args` | Array | No | Command-line arguments passed to the executable. |
| `env` | Object | No | Key-value pairs of environment variables injected into the process. |

Example:

```json
"sqlite": {
  "command": "npx",
  "args": ["-y", "@modelcontextprotocol/server-sqlite", "./production.db"],
  "env": {
    "NODE_ENV": "production"
  }
}
```

#### HTTP / Streamable SSE Transport Configuration

| Field | Type | Required | Default | Description |
| :--- | :--- | :---: | :--- | :--- |
| `url` | String | Yes | N/A | Remote HTTP/SSE server endpoint URL. |
| `protocolVersion` | String | No | `"2026-07-28"` | MCP protocol version header string (`"2026-07-28"` or `"2025-11-25"`). |
| `allowStateless` | Boolean | No | `false` | Enables stateless HTTP execution for supported endpoints. |
| `headers` | Object | No | `{}` | Custom HTTP headers sent with every request. |
| `auth` | Object | No | `null` | Authentication configuration block. |

Example:

```json
"github": {
  "url": "https://api.githubcopilot.com/mcp/",
  "protocolVersion": "2026-07-28",
  "allowStateless": true,
  "headers": {
    "X-Tenant-ID": "enterprise-corp"
  },
  "auth": {
    "type": "bearer",
    "tokenEnv": "GITHUB_MCP_PAT"
  }
}
```

---

### 4.2 Authentication Protocols

Warmplane supports Bearer token, HTTP Basic, and enterprise OAuth 2.1 / OpenID Connect (OIDC) authentication.

#### Bearer Token Authentication

Specify exactly one secret source (`token` or `tokenEnv`).

```json
{
  "type": "bearer",
  "tokenEnv": "UPSTREAM_API_TOKEN"
}
```

#### HTTP Basic Authentication

Specify `username` and exactly one password source (`password` or `passwordEnv`).

```json
{
  "type": "basic",
  "username": "service-account-warmplane",
  "passwordEnv": "UPSTREAM_BASIC_PASSWORD"
}
```

#### OAuth 2.1 / OIDC Authentication

Warmplane implements enterprise OAuth 2.1 authorization code flow with PKCE (`S256`).

| Field | Type | Required | Description |
| :--- | :--- | :---: | :--- |
| `clientId` | String | Yes | Registered OAuth2 client ID. |
| `authorizationServerUrl` | String | Yes | Base URL of the OAuth2 authorization server / identity provider. |
| `scopes` | Array | No | Requested OAuth2 scope strings (e.g. `["mcp.read", "mcp.execute"]`). |
| `clientMetadataUrl` | String | No | Optional URL for OAuth2 client metadata discovery (RFC 7591). |

Example:

```json
{
  "type": "oauth2",
  "clientId": "warmplane-gateway-client",
  "authorizationServerUrl": "https://identity.enterprise.com/oauth2/v1",
  "scopes": ["mcp.read", "mcp.execute"],
  "clientMetadataUrl": "https://identity.enterprise.com/.well-known/oauth-authorization-server"
}
```

When an upstream server requires OAuth2 authentication, Warmplane executes the following automated lifecycle:

1. **Discovery**: Probes identity providers using RFC 9728 and RFC 8414 metadata discovery standards.
2. **PKCE Security**: Generates cryptographically random code verifiers and SHA-256 code challenges (`S256`).
3. **Loopback Redirection**: Launches a temporary loopback callback listener on `127.0.0.1` and validates state and issuer parameters (RFC 9207 / SEP-2468).
4. **Step-Up Authorization**: Captures `403 Forbidden` `insufficient_scope` challenges from upstream servers and triggers incremental scope accumulation.
5. **Token Renewal**: Automatically invokes refresh token flows (`offline_access`) to maintain non-blocking session continuity.

---

### 4.3 Policy, Access Control, and Human-in-the-Loop (HITL)

The `policy` block enforces global security boundaries, human approval gates, and data redaction.

```json
"policy": {
  "allow": ["github.*", "obs.*", "db.read_*"],
  "deny": ["*.delete", "db.drop_*", "admin.*"],
  "requireApproval": ["docker.run*", "db.write_*", "payments.*"],
  "approvalTimeoutSecs": 300,
  "redactKeys": ["password", "api_key", "secret", "private_key"],
  "webhook": {
    "url": "https://ops.internal/webhooks/warmplane",
    "secretEnv": "WARMPLANE_WEBHOOK_SECRET",
    "authHeader": "Bearer ops-token-xyz"
  }
}
```

#### Evaluation Rules

- **Deny Precedence**: Rules in `deny` take absolute precedence over `allow` and `requireApproval` rules. Matching a `deny` pattern blocks execution immediately.
- **Human-in-the-Loop Interception**: Capabilities matching `requireApproval` suspend execution and return a pending ticket until approved or rejected.
- **Default Permissiveness**: If `allow` is empty or omitted, all non-denied items are permitted.
- **Data Redaction**: Fields matching keys in `redactKeys` are masked in logs, trace spans, and webhook payloads.
- **Webhook HMAC Signing**: Outbound webhook requests are signed with HMAC-SHA256 in the `X-Warmplane-Signature-256` header using `secret` or `secretEnv`.

---

### 4.4 WORM Audit Trail and SIEM Export Configuration

The `audit` block configures non-repudiable append-only audit logging with linear SHA-256 cryptographic hash chaining and asynchronous streaming to SIEM targets (Splunk HEC, HTTP Webhooks, Datadog).

```json
"audit": {
  "enabled": true,
  "filePath": "warmplane_audit.jsonl",
  "bufferCapacity": 10000,
  "flushIntervalMs": 250,
  "maxBatchSize": 100,
  "siem": {
    "targets": [
      {
        "type": "webhook",
        "url": "https://siem.internal/events",
        "authHeader": "Bearer siem-token-xyz",
        "headers": {
          "X-Source": "warmplane"
        }
      },
      {
        "type": "splunk_hec",
        "url": "https://splunk.internal:8088/services/collector/event",
        "token": "hec-guid-token",
        "index": "mcp_audit",
        "source": "warmplane"
      }
    ]
  }
}
```

#### Configuration Parameters

| Field | Type | Required | Default | Description |
| :--- | :--- | :---: | :--- | :--- |
| `enabled` | Boolean | No | `true` | Enables or disables the audit subsystem. |
| `filePath` | String | No | In-memory | Path to the append-only JSONL log file on disk (e.g. `warmplane_audit.jsonl`). |
| `bufferCapacity` | Number | No | `10000` | Capacity of the bounded async in-memory queue. |
| `flushIntervalMs` | Number | No | `250` | Maximum wait time in milliseconds before batch flush. |
| `maxBatchSize` | Number | No | `100` | Batch size threshold triggering immediate disk flush and SIEM dispatch. |
| `siem` | Object | No | `null` | SIEM streaming exporter configuration. |
| `siem.targets` | Array | No | `[]` | List of target SIEM collectors (`webhook` or `splunk_hec`). |

---

### 4.5 Upstream Resiliency & Circuit Breaking

The `resilience` block configures per-server circuit breakers to prevent cascading timeouts and deadlock loops when upstream servers hang, crash, or fail repeatedly.

```json
"resilience": {
  "failureThreshold": 3,
  "cooldownMs": 30000,
  "consecutiveSuccesses": 2
}
```

You can set global resilience defaults at the root of `mcp_servers.json` or override them per upstream server under `mcpServers.<id>.resilience`:

```json
{
  "mcpServers": {
    "flaky_service": {
      "command": "npx",
      "args": ["-y", "@modelcontextprotocol/server-flaky"],
      "resilience": {
        "failureThreshold": 2,
        "cooldownMs": 15000,
        "consecutiveSuccesses": 1
      }
    }
  }
}
```

#### Resilience & Supervisor Parameters

| Field | Type | Required | Default | Description |
| :--- | :--- | :---: | :--- | :--- |
| `failureThreshold` | Number | No | `3` | Number of consecutive upstream timeouts or failures required to trip the circuit to `Open`. |
| `cooldownMs` | Number | No | `30000` | Cooldown period in milliseconds before allowing probe requests in `HalfOpen` state. |
| `consecutiveSuccesses` | Number | No | `2` | Number of successful probe executions in `HalfOpen` required to fully reset the circuit to `Closed`. |
| `autoRestart` | Boolean | No | `true` | Automatically restarts crashed stdio child processes in the background with exponential backoff. |
| `maxRestarts` | Number | No | `5` | Maximum supervisor restart attempts before permanently disabling the crashed process. |

When a circuit is `Open`, calls fast-fail instantly with HTTP 503 and error code `CIRCUIT_OPEN` without contacting the upstream worker:

```json
{
  "ok": false,
  "error": {
    "code": "CIRCUIT_OPEN",
    "message": "Circuit breaker for server 'flaky_service' is OPEN (3 consecutive failures). Retry in 24500ms.",
    "retryable": false
  },
  "retry": {
    "classification": "safe",
    "upstream_execution_state": "not_started"
  }
}
```

#### Self-Healing Process Supervision
When an upstream child process exits or crashes unexpectedly:
1. The supervisor catches the transport error and schedules an exponential backoff reconnect ($\min(500 \times 2^{\text{retry}-1}, 30000)\text{ ms}$).
2. Once re-spawned, Warmplane re-negotiates the MCP protocol handshake and rediscovers tools, resources, and prompts.
3. Warmplane updates in-memory registries, recomputes the SHA-256 catalog ETag digest, and broadcasts a change event over `GET /v1/resources/updates`.

---

## 5. Execution Modes

### 5.1 HTTP Daemon Mode

Start the background daemon process:

```bash
warmplane daemon --config mcp_servers.json --port 9090
```

By default, the daemon binds to `127.0.0.1:<port>`.

### 5.2 Stdio MCP Server Mode

Run Warmplane as a stdio MCP server for native integration with desktop AI clients (Claude Desktop, Cursor, VS Code):

```bash
warmplane mcp-server --config mcp_servers.json
```

#### Client Configuration Example (`claude_desktop_config.json`)

```json
{
  "mcpServers": {
    "warmplane": {
      "command": "warmplane",
      "args": ["mcp-server", "--config", "/path/to/mcp_servers.json"]
    }
  }
}
```

#### Exposed Synthetic MCP Tools

Warmplane exposes lightweight synthetic tools to keep LLM context token usage minimal:

- `capabilities_list`: List compact capability index.
- `capability_search`: Search capabilities using hybrid lexical BM25 and semantic vector matching with tag/mode filters.
- `capability_describe`: Fetch full input JSON schema for a capability.
- `capability_call`: Invoke a capability tool with normalized response envelopes, context distillation (`_jsonpath`, `_limit_lines`, `_truncate_bytes`), and MRTR support.
- `capabilities_batch_call`: Execute multiple sequential capability steps with `$step.field` reference interpolation in a single round-trip.
- `resources_list`: List compact resource index.
- `resource_read`: Read upstream resource contents.
- `prompts_list`: List compact prompt template index.
- `prompt_get`: Render upstream prompt templates.
- `completion_complete`: Request argument autocompletions for prompts or resources.
- `subscriptions_listen`: Query or subscribe to catalog mutation change feeds.

---

### 5.3 CLI Management and Operations

Run single-shot CLI commands for administration, configuration management, approvals, debugging, and automation scripts.

#### Upstream Server Management (`warmplane server`)

| Command | Description | Example |
| :--- | :--- | :--- |
| `server add` | Adds or configures an upstream MCP server (interactive if flags omitted). | `warmplane server add github --command npx --arg "-y" --arg "@modelcontextprotocol/server-github"` |
| `server remove` | Removes an upstream MCP server with confirmation prompt (`-y` bypass). | `warmplane server remove github -y` |
| `server list` | Displays a table or JSON (`--json`) list of configured servers. | `warmplane server list` |
| `server get` | Inspects a single server definition in detail. | `warmplane server get github` |
| `server test` | Tests upstream reachability, binary path resolution, or HTTP connectivity. | `warmplane server test github` |

#### Configuration, Aliases, Policy, Resilience, Audit, and Reload (`warmplane config` & `warmplane reload`)

| Command | Description | Example |
| :--- | :--- | :--- |
| `config init` | Scaffolds a clean `mcp_servers.json` configuration file. | `warmplane config init` |
| `config show` | Pretty-prints the merged configuration file. | `warmplane config show` |
| `config import` | Discovers and imports servers from Claude Desktop, Cursor, or custom files. | `warmplane config import` |
| `config alias set` | Registers a capability/tool, resource, or prompt alias. | `warmplane config alias set tool git-commit github.create_commit` |
| `config alias remove` | Removes an alias mapping. | `warmplane config alias remove tool git-commit` |
| `config alias list` | Lists all active capability, resource, and prompt aliases. | `warmplane config alias list` |
| `config policy allow` | Adds capability patterns to the policy allow list. | `warmplane config policy allow "github.*" "fetch.*"` |
| `config policy deny` | Adds capability patterns to the policy deny list. | `warmplane config policy deny "filesystem.write*"` |
| `config policy require-approval` | Adds capability patterns requiring human operator approval. | `warmplane config policy require-approval "docker.*"` |
| `config policy redact` | Adds sensitive key names to the payload log redaction list. | `warmplane config policy redact "api_key" "token"` |
| `config policy show` | Displays active security policy rules and redaction keys. | `warmplane config policy show` |
| `config resilience set` | Sets global circuit breaker and supervisor parameters. | `warmplane config resilience set --failure-threshold 3 --cooldown-ms 30000 --auto-restart true` |
| `config resilience show` | Displays active global resilience configuration. | `warmplane config resilience show` |
| `config audit set` | Configures WORM audit trail logging and SIEM export targets. | `warmplane config audit set --enabled true --file-path warmplane_audit.jsonl --siem-webhook-url https://siem.internal/events` |
| `config audit show` | Displays active WORM audit logging and SIEM forwarder settings. | `warmplane config audit show` |
| `config reload` / `reload` | Hot-reloads daemon upstream servers and policies from disk without downtime. | `warmplane reload` |

#### Human-in-the-Loop Approvals (`warmplane approvals`)

| Command | Description | Example |
| :--- | :--- | :--- |
| `approvals list` | Lists pending approval tickets and recent decision history. | `warmplane approvals list` |
| `approvals get` | Inspects ticket details, capability target, and sanitized parameters. | `warmplane approvals get appr-1723668200-1` |
| `approvals approve` | Approves execution (optionally providing modified JSON arguments). | `warmplane approvals approve appr-1723668200-1 -o "lead-sre"` |
| `approvals reject` | Rejects execution with an optional explanation reason. | `warmplane approvals reject appr-1723668200-1 -r "Unauthorized drop"` |

#### Capability Discovery, Search, and Invocation

| Command | Description | Example |
| :--- | :--- | :--- |
| `list-capabilities` | Lists discovered tools from daemon or config. | `warmplane list-capabilities --port 9090` |
| `search-capabilities` | Performs hybrid lexical and semantic search over capabilities. | `warmplane search-capabilities "triage logs" --limit 5` |
| `describe-capability` | Displays full JSON Schema for a capability ID. | `warmplane describe-capability github.issues.search` |
| `call-capability` | Executes a capability tool with context distillation and retry metadata. | `warmplane call-capability db.query --params '{"query":"SELECT 1"}' --jsonpath "$.items[*].name" --limit-lines 20` |
| `batch-call-capabilities` | Executes a sequential chained batch of capability invocations. | `warmplane batch-call-capabilities --file steps.json` |
| `list-resources` | Lists registered resources. | `warmplane list-resources --port 9090` |
| `read-resource` | Reads resource contents by resource ID. | `warmplane read-resource fs.readme` |
| `list-prompts` | Lists registered prompt templates. | `warmplane list-prompts --port 9090` |
| `get-prompt` | Renders a prompt template with arguments. | `warmplane get-prompt prompt.review --arguments '{"file":"main.rs"}'` |
| `list-catalog-events` | Reads catalog mutation event log. | `warmplane list-catalog-events --after evt_1` |
| `cancel-operation` | Cancels an in-flight operation by request ID. | `warmplane cancel-operation req-trace-99` |

---

## 6. HTTP API Specification

All HTTP API endpoints return standard JSON response envelopes.

### Summary of Endpoints

| Method | Path | Description | ETag Support |
| :--- | :--- | :--- | :---: |
| `GET` | `/v1/capabilities` | List compact capability index with `ttl_ms` and `cache_scope` hints. | Yes |
| `POST` | `/v1/capabilities/search` | Search capabilities via hybrid lexical and semantic ranking. | Yes |
| `GET` | `/v1/capabilities/:id` | Fetch full input JSON Schema for a specific capability. | Yes |
| `POST` | `/v1/tools/call` | Execute an upstream tool call with retry, approval handling, and optional context distillation (`_jsonpath`, `_limit_lines`, `_truncate_bytes`). | No |
| `POST` | `/v1/tools/batch_call` | Execute multiple chained capability steps sequentially with variable interpolation. | No |
| `GET` | `/v1/resources` | List compact resource index with `ttl_ms` and `cache_scope` hints. | Yes |
| `POST` | `/v1/resources/read` | Read content of an upstream resource URI. | No |
| `GET` | `/v1/prompts` | List compact prompt index with `ttl_ms` and `cache_scope` hints. | Yes |
| `POST` | `/v1/prompts/get` | Render an upstream prompt template. | No |
| `GET` | `/v1/catalog/events` | Read catalog mutation change feed with cursor pagination. | Yes |
| `GET` | `/v1/resources/updates` | Server-Sent Events (SSE) stream for real-time resource mutations. | No |
| `POST` | `/v1/completion/complete` | Request prompt or resource argument completions. | Yes |
| `POST` | `/v1/sampling/create_message` | Sample LLM completions on behalf of upstream servers. | Yes |
| `POST` | `/v1/operations/:id/cancel` | Cancel an in-flight async operation. | No |
| `GET` | `/v1/config` | Read current daemon configuration and upstream server statuses. | No |
| `POST` | `/v1/config/servers` | Add or update an upstream server configuration. | No |
| `DELETE` | `/v1/config/servers/:id` | Remove an upstream server configuration. | No |
| `GET` | `/v1/config/ecosystem` | Discover installed MCP configurations from Claude/Cursor. | No |
| `POST` | `/v1/config/import` | Import MCP servers from external client configurations. | No |
| `POST` | `/v1/config/alias` | Add or remove capability, resource, or prompt aliases. | No |
| `POST` | `/v1/config/policy` | Update security access policies and redaction keys. | No |
| `POST` | `/v1/config/reload` | Trigger a hot-reload of active upstream servers and policies. | No |
| `GET` | `/v1/approvals` | List pending and resolved human approval tickets. | No |
| `GET` | `/v1/approvals/:id` | Get details and sanitized parameters for an approval ticket. | No |
| `POST` | `/v1/approvals/:id/approve` | Approve a pending capability execution. | No |
| `POST` | `/v1/approvals/:id/reject` | Reject a pending capability execution. | No |
| `GET` | `/v1/audit/events` | List paginated audit events with filters (`start_time`, `actor_id`, `status`, etc.). | No |
| `GET` | `/v1/audit/events/:id` | Get single audit event record with cryptographic hash details. | No |
| `GET` | `/v1/audit/verify` | Verify cryptographic SHA-256 hash chain integrity. | No |
| `GET` | `/v1/audit/stats` | Get aggregate audit statistics and event disposition breakdowns. | No |
| `GET` | `/v1/audit/export` | Stream or download audit logs in `jsonl` or `csv` format. | No |
| `GET` | `/ui`, `/` | Embedded Control Deck Web UI dashboard. | No |

---

### 6.1 Catalog Caching (`If-None-Match` and Cache Hints)

Catalog read endpoints (`/v1/capabilities`, `/v1/capabilities/:id`, `/v1/resources`, `/v1/prompts`) return an `ETag` header containing the SHA-256 catalog checksum alongside `ttl_ms` and `cache_scope` metadata in the response body.

Pass the returned `ETag` in subsequent requests using the `If-None-Match` header. If the catalog has not changed, Warmplane returns `HTTP 304 Not Modified` with zero response body bytes.

---

### 6.2 Capability Search (`POST /v1/capabilities/search`)

Perform hybrid search combining BM25 lexical ranking and optional FastEmbed vector semantic search.

#### Request Body

```json
{
  "query": "search production error logs",
  "limit": 5,
  "server_ids": ["observability"],
  "tags": ["logs"],
  "modes": ["read"]
}
```

#### Response Body

```json
{
  "version": "v1",
  "catalog_version": "sha256:e3b0c44298fc1c149afbf4c8996fb92427ae41e4649b934ca495991b7852b855",
  "capabilities": [
    {
      "id": "obs.logs.search",
      "summary": "Search structured application logs.",
      "server": "observability",
      "tags": ["logs", "read"],
      "mode": "read",
      "score": 0.91,
      "match_types": ["lexical", "semantic", "tag"]
    }
  ]
}
```

---

### 6.3 Context Distillation & Truncation

To protect LLM context windows from large tool outputs (e.g. multi-megabyte DB dumps or long log files), Warmplane provides built-in distillation modifiers directly in the invocation payload or MCP arguments:

- `_jsonpath`: Dot-notation and wildcard property selector (e.g., `$.items[*].id` or `user.profile.email`).
- `_limit_lines`: Truncates multiline string or array outputs to `N` items with an explicit `[... truncated N lines by Warmplane]` marker.
- `_truncate_bytes`: Enforces a maximum byte-budget limit on the output payload.

**Example Distilled Invocation:**

```bash
curl -X POST http://127.0.0.1:9090/v1/tools/call \
  -H "Content-Type: application/json" \
  -d '{
    "capability_id": "sqlite.read_query",
    "args": {
      "query": "SELECT * FROM large_table LIMIT 1000",
      "_jsonpath": "$.records[*].name",
      "_limit_lines": 20
    }
  }'
```

---

### 6.4 Multi-Step Chained Batch Execution (`POST /v1/tools/batch_call`)

Agents can execute multiple dependent tool calls in a single network round-trip using variable reference interpolation (`$step_id.path`):

```bash
curl -X POST http://127.0.0.1:9090/v1/tools/batch_call \
  -H "Content-Type: application/json" \
  -d '{
    "steps": [
      {
        "id": "step1",
        "capability_id": "db.get_customer",
        "args": { "customer_id": "cust_123" }
      },
      {
        "id": "step2",
        "capability_id": "stripe.get_invoice",
        "args": { "invoice_id": "$step1.latest_invoice_id" },
        "continue_on_error": false
      }
    ]
  }'
```

---

### 6.5 Idempotency and Deduplication

To prevent duplicate execution during network retries or concurrent agent calls, pass an `Idempotency-Key` header or `idempotency_key` field in the payload envelope.

```bash
curl -X POST http://127.0.0.1:9090/v1/tools/call \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: exec-tx-994812" \
  -d '{
    "capability_id": "payments.charge",
    "args": {"amount": 100, "currency": "USD"}
  }'
```

#### Behavior Semantics

1. **First Request**: Executes the operation and stores the response in the deduplication cache.
2. **In-Flight Duplicate**: Subscribes to the active execution and waits for completion.
3. **Completed Duplicate**: Immediately returns the cached response payload without re-executing upstream.

---

### 6.6 Response Envelope and Multi Round-Trip Requests (MRTR)

Tool execution, resource reading, and prompt fetching return normalized execution envelopes:

```json
{
  "ok": true,
  "request_id": "req-994812",
  "trace_id": "8f2a1b3c4d5e6f7a",
  "data": {
    "result": "success"
  },
  "error": null,
  "retry": {
    "classification": "safe",
    "upstream_execution_state": "completed"
  }
}
```

#### Multi Round-Trip Requests (MRTR) Support

When an upstream MCP server requires interactive input elicitation or human approval, it returns an interim response with `input_required` and opaque state.

Warmplane natively supports MRTR resumption. Clients pass `input_responses` (map of prompt ID to user input values) and `request_state` on subsequent `/v1/tools/call`, `/v1/resources/read`, or `/v1/prompts/get` requests:

```json
{
  "capability_id": "deployments.approve_and_merge",
  "args": { "pr_id": "42" },
  "request_id": "req-994812",
  "input_responses": {
    "confirm_production_deploy": "yes"
  },
  "request_state": "opaque_flow_state_token_v2"
}
```

#### Retry Classification Schema

- `classification`:
  - `"safe"`: Read-only operation. Safe to retry automatically.
  - `"idempotent"`: Mutating operation with explicit idempotency handling. Safe to retry with same key.
  - `"unsafe"`: Non-idempotent mutation. Requires caution before retrying.
- `upstream_execution_state`:
  - `"not_started"`: Upstream operation was not invoked.
  - `"completed"`: Upstream operation finished successfully.
  - `"unknown"`: Request timed out or failed mid-stream. Upstream state is unverified.

---

### 6.7 Standard Error Codes

When `ok` is `false`, the envelope provides a structured error object (`error.code` and `error.message`):

| Error Code | HTTP Status | Cause | Resolution |
| :--- | :---: | :--- | :--- |
| `TOOL_NOT_FOUND` | 404 | Capability ID does not exist or is blocked by policy. | Verify capability ID or policy configuration. |
| `RESOURCE_NOT_FOUND` | 404 | Resource ID or URI not found. | Check registered resources list. |
| `PROMPT_NOT_FOUND` | 404 | Prompt template ID not found. | Check registered prompts list. |
| `INVALID_ARGS` | 400 | Request body failed JSON schema validation. | Correct invalid argument fields. |
| `POLICY_DENIED` | 403 | Execution blocked by policy deny rule. | Review `policy.deny` configuration. |
| `APPROVAL_PENDING` | 202 / 403 | Intercepted by HITL policy; awaiting operator decision. | Approve ticket via UI or `/v1/approvals/:id/approve`. |
| `APPROVAL_TIMEOUT` | 408 | Approval ticket expired before decision was submitted. | Re-issue execution request or increase timeout. |
| `APPROVAL_REJECTED` | 403 | Human operator rejected capability execution. | Review rejection reason from ticket details. |
| `CIRCUIT_OPEN` | 503 | Upstream server circuit breaker is tripped due to consecutive errors/timeouts. | Await cooldown period or investigate upstream server crash logs. |
| `SERVER_UNREACHABLE` | 502 | Upstream server process crashed or network disconnected. | Inspect upstream process status and network. |
| `UPSTREAM_TIMEOUT` | 504 | Upstream operation exceeded `toolTimeoutMs`. | Increase timeout or optimize upstream query. |
| `UPSTREAM_ERROR` | 500 | Upstream server returned a protocol error. | Inspect upstream server logs. |
| `OPERATION_CANCELLED` | 499 | In-flight execution was cancelled by client. | Re-submit operation if cancellation was unintentional. |
| `INTERNAL_ERROR` | 500 | Internal daemon process error. | Review Warmplane daemon logs. |

---

### 6.8 WORM Audit Trail and SIEM API

Warmplane provides enterprise audit query, cryptographic hash chain verification, and telemetry export APIs.

#### 1. Query Audit Events (`GET /v1/audit/events`)

Query paginated audit logs with fine-grained filters.

**Query Parameters:**
- `start_time`, `end_time`: Filter by Unix timestamp in nanoseconds.
- `actor_id`: Filter by actor identifier.
- `capability_id`: Filter by capability ID.
- `event_type`: Filter by event classification (`tool_execution`, `tool_intercepted_hitl`, `approval_granted`, `approval_rejected`, `approval_expired`, `policy_violation`, `config_mutation`, `sampling_call`, `resource_access`).
- `trace_id`, `request_id`: Filter by trace or request correlation ID.
- `limit`, `offset`: Pagination controls (default limit `50`, offset `0`).

**Example Request:**
```bash
curl -s "http://127.0.0.1:9090/v1/audit/events?actor_id=user-7&limit=10" | jq
```

#### 2. Verify Hash Chain Integrity (`GET /v1/audit/verify`)

Validates the cryptographic SHA-256 linear hash chain across all stored audit records.

```bash
curl -s http://127.0.0.1:9090/v1/audit/verify | jq
```

**Example Response:**
```json
{
  "ok": true,
  "report": {
    "is_valid": true,
    "total_records": 1420,
    "verified_records": 1420,
    "first_corrupted_id": null,
    "details": "All 1420 records cryptographically verified with zero discrepancies"
  }
}
```

#### 3. Audit Analytics & Breakdown (`GET /v1/audit/stats`)

Returns aggregate execution metrics, status breakdowns (`success`, `failed`, `denied`, `intercepted`), and volume summaries.

```bash
curl -s http://127.0.0.1:9090/v1/audit/stats | jq
```

#### 4. Export Audit Logs (`GET /v1/audit/export`)

Streams the audit log directly for compliance reporting or offline analysis.

**Parameters:**
- `format`: Output format, either `jsonl` (default) or `csv`.
- `start_time`, `end_time`, `actor_id`, `capability_id`: Optional filters.

**Example Download:**
```bash
# Export as CSV
curl -s "http://127.0.0.1:9090/v1/audit/export?format=csv" -o audit_export.csv

# Export as JSONL
curl -s "http://127.0.0.1:9090/v1/audit/export?format=jsonl" -o audit_export.jsonl
```

---

## 7. Enterprise Operations, UI, and Observability

### 7.1 Control Deck Web UI Guide

The Control Deck is an embedded, zero-dependency management dashboard served at `http://127.0.0.1:9090/ui` and `http://127.0.0.1:9090/`.

#### Navigation & Views

1. **Overview Cockpit (`#overview`)**:
   - Live metrics summary: Token savings rate, ETag cache hit rate, active upstreams, and execution latency.
   - Connected upstreams status grid with real-time health indicator dots (`connected` 🟢, `degraded` 🟡, `disconnected`/`error` 🔴).
   - Live control plane event stream with millisecond latency timings.
2. **Server Hub (`#servers`)**:
   - Displays all registered upstream MCP servers with transport type (`stdio` or `http / sse`), executable/URL, live circuit breaker badges (`CLOSED`, `OPEN`, `HALF-OPEN`), and resilience policies (`failureThreshold`, `cooldownMs`, `autoRestart`).
   - Server lifecycle actions: **`✏️ Edit`** (reconfigures transport, args, env, and resilience parameters), **`Remove`**, and **`⟳ Reload Config`**.
   - Global header actions: **`Import Config`** (1-click sync from Claude Desktop, Cursor, Zed), **`+ Add Custom`**, and **`✨ Browse Templates`** (25 curated 1-click server templates with configurable credentials).
3. **Capability Catalog & Interactive Playground (`#playground`)**:
   - Full catalog search and discovery by keyword, tag, or server ID.
   - Interactive testing console with parameter form generator, context distillation inputs (`_jsonpath`, `_limit_lines`, `_truncate_bytes`), and raw JSON response viewer with latency timings.
4. **Policy & Redaction Rules (`#policy`)**:
   - Visual allow/deny list rule builder and sensitive payload key redaction management.
5. **Alias Registry (`#aliases`)**:
   - Capability, resource, and prompt alias mappings for LLM token optimization.
6. **WORM Audit Log (`#audit`)**:
   - Paginated tamper-evident audit viewer with 1-click cryptographic SHA-256 hash chain verification and export (`JSONL`/`CSV`).

### 7.2 Health Probes

Use the `/v1/capabilities` endpoint for HTTP readiness and liveness checks:

```bash
curl -sf http://127.0.0.1:9090/v1/capabilities >/dev/null || exit 1
```

### 7.3 OpenTelemetry (OTLP) Tracing

Warmplane includes native OpenTelemetry tracing via OTLP gRPC export.

#### Environment Variables

| Variable | Default | Description |
| :--- | :--- | :--- |
| `RUST_LOG` | `info,warmplane=debug` | Log level filter string. |
| `WARMPLANE_OTEL_ENABLED` | `false` | Enables OpenTelemetry trace export when set to `true`. |
| `OTEL_EXPORTER_OTLP_ENDPOINT` | `http://127.0.0.1:4317` | OTLP gRPC collector endpoint. |
| `WARMPLANE_SERVICE_NAME` | `warmplane` | Service identifier tag in emitted trace spans. |

Example startup with OpenTelemetry enabled:

```bash
export WARMPLANE_OTEL_ENABLED=true
export OTEL_EXPORTER_OTLP_ENDPOINT=http://otel-collector.internal:4317
export WARMPLANE_SERVICE_NAME=warmplane-production

warmplane daemon --config /etc/warmplane/mcp_servers.json
```

---

## 8. Development and Regression Testing

Validate local changes using cargo test suites and integration smoke tests.

### Run Unit and Integration Tests

```bash
cargo test
```

### Run MCP Stdio Smoke Test

```bash
./scripts/smoke_mcp_server.sh
```

---

## 9. Reference Documentation

- [OpenAPI 3.1 Definition (`docs/openapi.yaml`)]openapi.yaml
- [Observability Guide (`docs/OBSERVABILITY.md`)]OBSERVABILITY.md
- [Performance Benchmarks (`docs/PERFORMANCE.md`)]PERFORMANCE.md
- [Enterprise Architecture Whitepaper (`docs/WHITEPAPER.md`)]WHITEPAPER.md
- [Deployment Runbook (`docs/DEPLOYMENT.md`)]DEPLOYMENT.md