Files
claude-code/plugins/plugin-dev/skills/mcp-integration/references/authentication.md
Claude e9e5f0c53d docs: add best practices for robust apiKeyHelper scripts
Add comprehensive guidance for writing reliable helper scripts that avoid
infinite retry loops when VPN or network-dependent credential helpers fail.

Includes:
- TTL configuration documentation (CLAUDE_CODE_API_KEY_HELPER_TTL_MS)
- Timeout best practices for network operations
- VPN-aware connectivity checks
- Local token caching patterns
- Troubleshooting guide for common issues

Addresses feedback from New Relic about apiKeyHelper retry loop behavior.
2025-12-20 15:34:19 +00:00

683 lines
13 KiB
Markdown

# MCP Authentication Patterns
Complete guide to authentication methods for MCP servers in Claude Code plugins.
## Overview
MCP servers support multiple authentication methods depending on the server type and service requirements. Choose the method that best matches your use case and security requirements.
## OAuth (Automatic)
### How It Works
Claude Code automatically handles the complete OAuth 2.0 flow for SSE and HTTP servers:
1. User attempts to use MCP tool
2. Claude Code detects authentication needed
3. Opens browser for OAuth consent
4. User authorizes in browser
5. Tokens stored securely by Claude Code
6. Automatic token refresh
### Configuration
```json
{
"service": {
"type": "sse",
"url": "https://mcp.example.com/sse"
}
}
```
No additional auth configuration needed! Claude Code handles everything.
### Supported Services
**Known OAuth-enabled MCP servers:**
- Asana: `https://mcp.asana.com/sse`
- GitHub (when available)
- Google services (when available)
- Custom OAuth servers
### OAuth Scopes
OAuth scopes are determined by the MCP server. Users see required scopes during the consent flow.
**Document required scopes in your README:**
```markdown
## Authentication
This plugin requires the following Asana permissions:
- Read tasks and projects
- Create and update tasks
- Access workspace data
```
### Token Storage
Tokens are stored securely by Claude Code:
- Not accessible to plugins
- Encrypted at rest
- Automatic refresh
- Cleared on sign-out
### Troubleshooting OAuth
**Authentication loop:**
- Clear cached tokens (sign out and sign in)
- Check OAuth redirect URLs
- Verify server OAuth configuration
**Scope issues:**
- User may need to re-authorize for new scopes
- Check server documentation for required scopes
**Token expiration:**
- Claude Code auto-refreshes
- If refresh fails, prompts re-authentication
## Token-Based Authentication
### Bearer Tokens
Most common for HTTP and WebSocket servers.
**Configuration:**
```json
{
"api": {
"type": "http",
"url": "https://api.example.com/mcp",
"headers": {
"Authorization": "Bearer ${API_TOKEN}"
}
}
}
```
**Environment variable:**
```bash
export API_TOKEN="your-secret-token-here"
```
### API Keys
Alternative to Bearer tokens, often in custom headers.
**Configuration:**
```json
{
"api": {
"type": "http",
"url": "https://api.example.com/mcp",
"headers": {
"X-API-Key": "${API_KEY}",
"X-API-Secret": "${API_SECRET}"
}
}
}
```
### Custom Headers
Services may use custom authentication headers.
**Configuration:**
```json
{
"service": {
"type": "sse",
"url": "https://mcp.example.com/sse",
"headers": {
"X-Auth-Token": "${AUTH_TOKEN}",
"X-User-ID": "${USER_ID}",
"X-Tenant-ID": "${TENANT_ID}"
}
}
}
```
### Documenting Token Requirements
Always document in your README:
```markdown
## Setup
### Required Environment Variables
Set these environment variables before using the plugin:
\`\`\`bash
export API_TOKEN="your-token-here"
export API_SECRET="your-secret-here"
\`\`\`
### Obtaining Tokens
1. Visit https://api.example.com/tokens
2. Create a new API token
3. Copy the token and secret
4. Set environment variables as shown above
### Token Permissions
The API token needs the following permissions:
- Read access to resources
- Write access for creating items
- Delete access (optional, for cleanup operations)
\`\`\`
```
## Environment Variable Authentication (stdio)
### Passing Credentials to Server
For stdio servers, pass credentials via environment variables:
```json
{
"database": {
"command": "python",
"args": ["-m", "mcp_server_db"],
"env": {
"DATABASE_URL": "${DATABASE_URL}",
"DB_USER": "${DB_USER}",
"DB_PASSWORD": "${DB_PASSWORD}"
}
}
}
```
### User Environment Variables
```bash
# User sets these in their shell
export DATABASE_URL="postgresql://localhost/mydb"
export DB_USER="myuser"
export DB_PASSWORD="mypassword"
```
### Documentation Template
```markdown
## Database Configuration
Set these environment variables:
\`\`\`bash
export DATABASE_URL="postgresql://host:port/database"
export DB_USER="username"
export DB_PASSWORD="password"
\`\`\`
Or create a `.env` file (add to `.gitignore`):
\`\`\`
DATABASE_URL=postgresql://localhost:5432/mydb
DB_USER=myuser
DB_PASSWORD=mypassword
\`\`\`
Load with: \`source .env\` or \`export $(cat .env | xargs)\`
\`\`\`
```
## Dynamic Headers
### Headers Helper Script
For tokens that change or expire, use a helper script:
```json
{
"api": {
"type": "sse",
"url": "https://api.example.com",
"headersHelper": "${CLAUDE_PLUGIN_ROOT}/scripts/get-headers.sh"
}
}
```
**Script (get-headers.sh):**
```bash
#!/bin/bash
# Generate dynamic authentication headers
# Fetch fresh token
TOKEN=$(get-fresh-token-from-somewhere)
# Output JSON headers
cat <<EOF
{
"Authorization": "Bearer $TOKEN",
"X-Timestamp": "$(date -Iseconds)"
}
EOF
```
### Use Cases for Dynamic Headers
- Short-lived tokens that need refresh
- Tokens with HMAC signatures
- Time-based authentication
- Dynamic tenant/workspace selection
### TTL Configuration
By default, dynamically generated API keys are cached for 5 minutes. Configure the TTL with:
```bash
export CLAUDE_CODE_API_KEY_HELPER_TTL_MS=300000 # 5 minutes (default)
```
### Writing Robust Helper Scripts
Helper scripts can cause issues if they hang or fail repeatedly. Follow these best practices to prevent infinite retry loops and connection hangs:
**1. Always set timeouts on network operations:**
```bash
#!/bin/bash
# get-token.sh - Robust token fetcher
# Set a timeout for the entire script
TIMEOUT_SECONDS=10
# Use timeout for network calls
TOKEN=$(timeout ${TIMEOUT_SECONDS}s curl -s --max-time ${TIMEOUT_SECONDS} \
"https://auth.example.com/token" 2>/dev/null)
if [ -z "$TOKEN" ] || [ "$TOKEN" = "null" ]; then
# Exit with error - don't output invalid JSON
echo "Failed to fetch token" >&2
exit 1
fi
echo "{\"Authorization\": \"Bearer $TOKEN\"}"
```
**2. Handle VPN/network dependency failures:**
```bash
#!/bin/bash
# get-headers.sh - VPN-aware token fetcher
# Quick connectivity check before attempting auth
if ! timeout 2s ping -c 1 vpn-dependent-service.internal >/dev/null 2>&1; then
echo "VPN not connected or service unreachable" >&2
exit 1
fi
# Proceed with token fetch (with timeout)
TOKEN=$(timeout 10s get-token-from-vpn-service)
if [ $? -ne 0 ] || [ -z "$TOKEN" ]; then
echo "Token fetch failed" >&2
exit 1
fi
echo "{\"Authorization\": \"Bearer $TOKEN\"}"
```
**3. Cache tokens locally to reduce network calls:**
```bash
#!/bin/bash
# get-headers-cached.sh - Token fetcher with local caching
CACHE_FILE="${HOME}/.cache/my-api-token"
CACHE_MAX_AGE=240 # seconds (refresh before 5min TTL)
# Check cache validity
if [ -f "$CACHE_FILE" ]; then
CACHE_AGE=$(($(date +%s) - $(stat -c %Y "$CACHE_FILE" 2>/dev/null || stat -f %m "$CACHE_FILE")))
if [ "$CACHE_AGE" -lt "$CACHE_MAX_AGE" ]; then
cat "$CACHE_FILE"
exit 0
fi
fi
# Fetch new token with timeout
TOKEN=$(timeout 10s fetch-new-token 2>/dev/null)
if [ -z "$TOKEN" ]; then
# If fetch fails, try to use expired cache as fallback
if [ -f "$CACHE_FILE" ]; then
echo "Warning: Using expired cached token" >&2
cat "$CACHE_FILE"
exit 0
fi
echo "Failed to fetch token and no cache available" >&2
exit 1
fi
# Update cache
mkdir -p "$(dirname "$CACHE_FILE")"
echo "{\"Authorization\": \"Bearer $TOKEN\"}" > "$CACHE_FILE"
cat "$CACHE_FILE"
```
**4. Fail fast with clear error messages:**
```bash
#!/bin/bash
set -e # Exit on any error
# Check prerequisites before attempting network calls
if [ -z "$API_SECRET" ]; then
echo "API_SECRET environment variable not set" >&2
exit 1
fi
# Use short timeouts to fail fast
TOKEN=$(timeout 5s curl -sf --max-time 5 \
-H "X-Secret: $API_SECRET" \
"https://auth.example.com/token") || {
echo "Token request failed or timed out" >&2
exit 1
}
echo "{\"Authorization\": \"Bearer $TOKEN\"}"
```
### Troubleshooting Helper Scripts
**Infinite retry loop / hanging:**
- Add timeouts to all network operations
- Use `set -e` to exit on errors
- Check VPN/network connectivity before making requests
- Ensure script outputs valid JSON or exits with error code
**Script takes too long:**
- Use `timeout` command wrapper
- Set `--max-time` on curl requests
- Consider caching tokens locally
- Reduce TTL if tokens refresh too slowly
**VPN-dependent helpers failing:**
- Add connectivity check at start of script
- Implement graceful degradation with cached tokens
- Log clear error messages to stderr
## Security Best Practices
### DO
**Use environment variables:**
```json
{
"headers": {
"Authorization": "Bearer ${API_TOKEN}"
}
}
```
**Document required variables in README**
**Use HTTPS/WSS always**
**Implement token rotation**
**Store tokens securely (env vars, not files)**
**Let OAuth handle authentication when available**
### DON'T
**Hardcode tokens:**
```json
{
"headers": {
"Authorization": "Bearer sk-abc123..." // NEVER!
}
}
```
**Commit tokens to git**
**Share tokens in documentation**
**Use HTTP instead of HTTPS**
**Store tokens in plugin files**
**Log tokens or sensitive headers**
## Multi-Tenancy Patterns
### Workspace/Tenant Selection
**Via environment variable:**
```json
{
"api": {
"type": "http",
"url": "https://api.example.com/mcp",
"headers": {
"Authorization": "Bearer ${API_TOKEN}",
"X-Workspace-ID": "${WORKSPACE_ID}"
}
}
}
```
**Via URL:**
```json
{
"api": {
"type": "http",
"url": "https://${TENANT_ID}.api.example.com/mcp"
}
}
```
### Per-User Configuration
Users set their own workspace:
```bash
export WORKSPACE_ID="my-workspace-123"
export TENANT_ID="my-company"
```
## Authentication Troubleshooting
### Common Issues
**401 Unauthorized:**
- Check token is set correctly
- Verify token hasn't expired
- Check token has required permissions
- Ensure header format is correct
**403 Forbidden:**
- Token valid but lacks permissions
- Check scope/permissions
- Verify workspace/tenant ID
- May need admin approval
**Token not found:**
```bash
# Check environment variable is set
echo $API_TOKEN
# If empty, set it
export API_TOKEN="your-token"
```
**Token in wrong format:**
```json
// Correct
"Authorization": "Bearer sk-abc123"
// Wrong
"Authorization": "sk-abc123"
```
### Debugging Authentication
**Enable debug mode:**
```bash
claude --debug
```
Look for:
- Authentication header values (sanitized)
- OAuth flow progress
- Token refresh attempts
- Authentication errors
**Test authentication separately:**
```bash
# Test HTTP endpoint
curl -H "Authorization: Bearer $API_TOKEN" \
https://api.example.com/mcp/health
# Should return 200 OK
```
## Migration Patterns
### From Hardcoded to Environment Variables
**Before:**
```json
{
"headers": {
"Authorization": "Bearer sk-hardcoded-token"
}
}
```
**After:**
```json
{
"headers": {
"Authorization": "Bearer ${API_TOKEN}"
}
}
```
**Migration steps:**
1. Add environment variable to plugin README
2. Update configuration to use ${VAR}
3. Test with variable set
4. Remove hardcoded value
5. Commit changes
### From Basic Auth to OAuth
**Before:**
```json
{
"headers": {
"Authorization": "Basic ${BASE64_CREDENTIALS}"
}
}
```
**After:**
```json
{
"type": "sse",
"url": "https://mcp.example.com/sse"
}
```
**Benefits:**
- Better security
- No credential management
- Automatic token refresh
- Scoped permissions
## Advanced Authentication
### Mutual TLS (mTLS)
Some enterprise services require client certificates.
**Not directly supported in MCP configuration.**
**Workaround:** Wrap in stdio server that handles mTLS:
```json
{
"secure-api": {
"command": "${CLAUDE_PLUGIN_ROOT}/servers/mtls-wrapper",
"args": ["--cert", "${CLIENT_CERT}", "--key", "${CLIENT_KEY}"],
"env": {
"API_URL": "https://secure.example.com"
}
}
}
```
### JWT Tokens
Generate JWT tokens dynamically with headers helper:
```bash
#!/bin/bash
# generate-jwt.sh
# Generate JWT (using library or API call)
JWT=$(generate-jwt-token)
echo "{\"Authorization\": \"Bearer $JWT\"}"
```
```json
{
"headersHelper": "${CLAUDE_PLUGIN_ROOT}/scripts/generate-jwt.sh"
}
```
### HMAC Signatures
For APIs requiring request signing:
```bash
#!/bin/bash
# generate-hmac.sh
TIMESTAMP=$(date -Iseconds)
SIGNATURE=$(echo -n "$TIMESTAMP" | openssl dgst -sha256 -hmac "$SECRET_KEY" | cut -d' ' -f2)
cat <<EOF
{
"X-Timestamp": "$TIMESTAMP",
"X-Signature": "$SIGNATURE",
"X-API-Key": "$API_KEY"
}
EOF
```
## Best Practices Summary
### For Plugin Developers
1. **Prefer OAuth** when service supports it
2. **Use environment variables** for tokens
3. **Document all required variables** in README
4. **Provide setup instructions** with examples
5. **Never commit credentials**
6. **Use HTTPS/WSS only**
7. **Test authentication thoroughly**
### For Plugin Users
1. **Set environment variables** before using plugin
2. **Keep tokens secure** and private
3. **Rotate tokens regularly**
4. **Use different tokens** for dev/prod
5. **Don't commit .env files** to git
6. **Review OAuth scopes** before authorizing
## Conclusion
Choose the authentication method that matches your MCP server's requirements:
- **OAuth** for cloud services (easiest for users)
- **Bearer tokens** for API services
- **Environment variables** for stdio servers
- **Dynamic headers** for complex auth flows
Always prioritize security and provide clear setup documentation for users.