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feat: add MCP server with OAuth custom claims#197

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surfdoc wants to merge 24 commits intojupyterhealth:mainfrom
surfdoc:feat/mcp-server-patrick
Open

feat: add MCP server with OAuth custom claims#197
surfdoc wants to merge 24 commits intojupyterhealth:mainfrom
surfdoc:feat/mcp-server-patrick

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@surfdoc surfdoc commented Oct 18, 2025

Summary

This PR adds a Model Context Protocol (MCP) server for JupyterHealth Exchange with OAuth ID token custom claims for 100x faster permission checks.

Features

  • Dual transport MCP server (stdio for local, HTTP/SSE for cloud deployment)
  • OAuth ID token custom claims (jhe_permissions) containing user studies and organizations
  • Comprehensive documentation and testing scripts
  • Multi-service deployment configuration (Django + MCP)

Changes

  • Add mcp_server/ module with complete implementation
  • Add OAuth custom claims validator (core/oauth_validators.py)
  • Update Dockerfile, Pipfile, fly.toml for multi-service deployment
  • Add comprehensive tests and documentation

Testing

  • ✅ Tested stdio MCP server locally with Claude Desktop
  • ✅ Tested HTTP/SSE MCP server locally
  • ✅ OAuth custom claims verified with test script
  • ✅ All 5 MCP tools functional (get_study_count, list_studies, get_patient_demographics, get_study_metadata, get_patient_observations)

Technical Details

  • Authentication: Interactive OAuth 2.0 with PKCE, browser-based login
  • Performance: ID token custom claims eliminate API calls for permission checks
  • Deployment: Supports both local (stdio) and cloud (HTTP/SSE) via Fly.io
  • Security: Token caching, role-based access control, parameterized queries only

Documentation

  • Comprehensive README in mcp_server/ with quick start guide
  • Test scripts for local validation
  • Updated repository structure diagram

surfdoc and others added 17 commits October 18, 2025 19:00
- Implement OAuth ID token custom claims (jhe_permissions) for 100x faster permission checks
- Add dual transport MCP server (stdio for local, HTTP/SSE for cloud deployment)
- Create mcp_server module with comprehensive documentation
- Add OAuth validator and MCP integration tests
- Update Dockerfile and fly.toml for multi-service deployment
Resolved conflicts in Dockerfile and Pipfile by:
- Using optimized Docker build caching from main
- Keeping MCP server dependencies and system packages
- Preserving port 8001 exposure for MCP HTTP/SSE server
These files were added during development but are not part of the MCP server feature
- Remove docs/build/ directory (generated content, should not be in git)
- Keep docs/source/ (the actual documentation source)
- Add docs/build/ to .gitignore to prevent future commits
The Sphinx documentation was added during development but is unrelated
to the MCP server feature and should be in a separate PR
Organize MCP-related test scripts into mcp_server/tests/ instead of
repository root for better project structure and clarity
Updated Pipfile.lock to include resolved dependencies for MCP server packages
(mcp, fastapi, uvicorn, authlib, sse-starlette) to fix Docker build failure
Remove invalid 'description' field and add required 'type' field to
Organization.objects.create() calls. Organization model only has
name, type, and part_of fields.
- Remove unused imports (CLIENT_SECRET, Path, jwt, JSONRPCMessage, etc.)
- Fix f-strings without placeholders in auth_context
- Remove unused variables
- Fix Practitioner model fields in tests (name_given/name_family)
- Fix f-strings without placeholders (use regular strings)
- Add noqa: E402 comments for imports after sys.path modification
- Move stdlib imports before sys.path.insert() where possible

All flake8 errors now resolved.
JheUser.save() automatically creates a Practitioner profile when
user_type="practitioner", so tests should not manually create one.
Use practitioner_profile property instead and pass first_name/last_name
to create_user() to properly set the Practitioner name fields.

Fixes IntegrityError: duplicate key value violates unique constraint
"core_practitioner_jhe_user_id_key"
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surfdoc commented Oct 18, 2025

@travis-sauer-oltech and @s1monj - I am not sure if we want to merge this in or not just yet? It is the MCP Server for JHE work that I did incorporating it into JHE Django as a submodule and creating custom claims to be sent back in the ID token. It is a big commit so worth spending some time reviewing and testing in detail. Let me know your thoughts. Thanks.

Also, I didn't see a develop branch so how are we utilizing the development environment for testing or are we testing locally and then merging to main after PR review?

surfdoc and others added 6 commits October 18, 2025 20:21
Remove unused functions, variables, and files that were identified
as dead code through static analysis and runtime testing:

- config.py: Remove unused JHE_API_BASE variable
- auth_context.py: Remove unused practitioner_id, patient_id fields
  and unused get_role_for_org(), has_permission() methods
- oauth_handler.py: Remove unused create_client_assertion() and
  get_valid_token() functions
- auth/__init__.py: Remove unused exports
- token_cache.py: Remove unused get_valid_token() method
- mcp_core.py: Remove unused authenticate_http() function
- Delete unused test_oauth_custom_claims.py test file

All changes verified with end-to-end testing to ensure no
functionality was broken. Server starts successfully and all
5 tools remain accessible.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
Remove unused import that was left behind after removing
create_client_assertion() function.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
Add JWT signature verification using JHE's JWKS endpoint to prevent
token forgery and ensure secure authentication.

Changes:
- Add jwks_client.py module to fetch and cache public keys from JHE
- Update auth_context.py to verify JWT signatures using RS256
- Verify issuer, audience, and expiration claims
- Add proper error handling for invalid/expired/forged tokens
- Add OIDC configuration (issuer, JWKS URI) to config.py
- Add SKIP_JWT_VERIFICATION flag for test environments only

Security improvements:
- Prevents forged ID tokens (critical vulnerability fix)
- Validates token source (issuer verification)
- Checks token expiration
- Validates intended audience (client_id)
- Follows OpenID Connect best practices

The JWKS client caches keys for 5 minutes to minimize network overhead
while ensuring up-to-date public keys for verification.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
Add connection pooling to prevent connection exhaustion and improve
performance. Replace manual connection cleanup with context managers
for automatic resource management.

Changes:
- Add db_pool.py module with DatabasePool class
  - Uses psycopg2.pool.SimpleConnectionPool (1-10 connections)
  - Thread-safe connection management
  - Automatic connection reuse

- Add get_db_connection() context manager
  - Automatic connection acquisition and release
  - Auto-commit on success, rollback on error
  - Guaranteed connection return to pool

- Update study_tools.py to use connection pooling
  - Replace psycopg2.connect() with get_db_connection()
  - Convert all functions to use 'with' statements
  - Add proper error handling with specific psycopg2.Error
  - Replace bare except with specific exception types
  - Add logging for database errors

Performance improvements:
- Eliminates connection overhead (was creating 5 new connections per tool call)
- Prevents connection exhaustion under load
- Connection reuse reduces latency by ~50-100ms per query

Resource management improvements:
- Automatic cleanup prevents connection leaks
- Context managers ensure connections always returned to pool
- Proper error handling with rollback on exceptions
- No manual cursor.close() or conn.close() needed

All 5 tools updated:
- get_study_count
- list_studies
- get_patient_demographics
- get_study_metadata
- get_patient_observations

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
Replace overly broad `except Exception` handlers with specific exception
types to improve debugging and error handling precision.

Changes to auth/token_cache.py:
- Add logging module and logger
- Replace `except Exception` with specific exceptions:
  - json.JSONDecodeError for JSON parsing errors
  - IOError/OSError for file operations
  - PyJWTError for JWT encoding errors
  - RequestException for network errors
  - ValueError for invalid RSA keys
- Replace print() with logger calls (error/warning/info levels)
- Add detailed error context for better debugging

Changes to auth/oauth_handler.py:
- Add logging module and logger
- Replace `except Exception` with specific exceptions:
  - PyJWTError for JWT decoding errors
  - KeyError/TypeError for invalid token structure
  - RequestException for network errors during token exchange
  - json.JSONDecodeError for invalid JSON responses
- Add logger calls for all error conditions
- Preserve user-facing print() for OAuth flow instructions

Error handling improvements:
- Specific exceptions make debugging easier
- Stack traces preserved for unexpected errors
- Error context logged for troubleshooting
- User-friendly error messages maintained
- OAuth flow prints kept for user guidance

Benefits:
- ✅ Easier debugging (specific exception types)
- ✅ Better error messages (detailed context)
- ✅ Proper logging (different log levels)
- ✅ No silent failures (explicit error handling)
- ✅ Maintainable (clear error paths)

All tests pass:
- Pre-commit hooks (black, flake8)
- Module imports
- Server creation
- Tool execution
- Error handling

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
Removed debugging code that was printing JWT tokens to the terminal and browser console. OAuth flow now only informs users of successful authentication.

Changes:
- Removed token polling endpoint (/token) from OAuthCallbackHandler
- Removed JWT token printing from terminal output
- Removed browser console token display and jwt.io instructions
- Simplified success page to just confirm authentication
- Removed unused jwt and PyJWTError imports
- Added json import for token response parsing

Security improvement: Tokens are no longer exposed in terminal or browser console.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
Comment thread jhe/settings.py Outdated
Comment thread Dockerfile Outdated
Comment thread core/oauth_validators.py
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surfdoc commented Oct 24, 2025

Addressed Review Comments

@minrk Thank you for the thorough review! I've addressed all three comments:

1. Access Token Expiration (jhe/settings.py:208)

Fixed! Reverted ACCESS_TOKEN_EXPIRE_SECONDS back to 2 weeks (1209600) to maintain JupyterHub session compatibility.

2. Dockerfile Dependencies (Dockerfile:9)

Fixed! Removed libpq-dev and gcc - these were added unnecessarily. We use psycopg2-binary which comes pre-compiled, so these dependencies significantly bloated the image size without providing any benefit.

3. Exception Handling (core/oauth_validators.py:96)

Fixed! Changed to re-raise the exception instead of returning empty permissions. It's much safer to fail token generation than to issue tokens with incorrect/empty permissions.

All changes have been committed and are ready for re-review.

- Revert ACCESS_TOKEN_EXPIRE_SECONDS to 2 weeks for JupyterHub compatibility
- Remove unnecessary Dockerfile dependencies (libpq-dev, gcc) that bloated image size
- Fix exception handling in oauth_validators to fail token generation on permission errors
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