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"""Concierge SDK - Structured AI workflows with staged tool execution"""
from __future__ import annotations
import subprocess
import time
from enum import Enum
from functools import wraps
from pathlib import Path
from typing import Any, Callable, List, Dict, Optional
import mcp.types as types
from mcp.types import Tool as MCPTool
from mcp.server.fastmcp import FastMCP
from mcp.server.fastmcp.server import Context
from concierge.backends.vanilla_backend import VanillaBackend
from concierge.backends.plan_backend import PlanBackend
from concierge.core.widget import Widget, WidgetMode
from concierge.core.telemetry import metrics, ENABLED as METRICS_ENABLED
from concierge.core.logging import ConciergeLogger, Heartbeat, RequestContext
from concierge.adapters.raw_server_adapter import RawServerAdapter
from concierge.state import get_default_backend
from concierge.state.base import StateBackend
from concierge.backends.code_backend import CodeBackend
from concierge.security.moderation import ContentModerator, ModerationConfig
from mcp.server.lowlevel.server import request_ctx
def _is_raw_server(obj: Any) -> bool:
"""Check if obj is a raw mcp.server.Server (not FastMCP)."""
try:
from mcp.server import Server as RawServer
return isinstance(obj, RawServer) and not isinstance(obj, FastMCP)
except ImportError:
return False
class ProviderType(Enum):
PLAIN = "plain"
SEARCH = "search"
PLAN = "plan"
CODE = "code"
def _get_provider_class(provider_type: ProviderType):
"""Lazy load provider to avoid importing optional dependencies."""
if provider_type == ProviderType.SEARCH:
try:
from concierge.backends.search_backend import SearchBackend
except ImportError as e:
raise ImportError(
"ProviderType.SEARCH requires the 'all' extras "
"(sentence-transformers, numpy). Install with: "
"pip install 'concierge-sdk[all]'"
) from e
return SearchBackend
if provider_type == ProviderType.PLAN:
return PlanBackend
if provider_type == ProviderType.CODE:
return CodeBackend
return VanillaBackend
class Config:
def __init__(self, max_results=5, provider_type=ProviderType.PLAIN, model=None):
self.max_results = max_results
self.provider_type = provider_type
self.model = model
IFRAME_TEMPLATE = """<!DOCTYPE html>
<html>
<head><style>*{margin:0;padding:0}iframe{width:100%;height:100vh;border:none}</style></head>
<body><iframe src="{url}"></iframe></body>
</html>"""
DEFAULT_WORKFLOW_INSTRUCTIONS = """
You are interacting with workflow which is self discoverable. This server unlocks new tools as you progress through the workflow.
You must ensure to call the relevant tools wherever applicable. Do not terminate early, the workflow will indicate when no more stages or tools are available. Do not assume you are done, unless the tools/workflow indicates this.
You are an autonomous agent performing long running tasks on the workflow. Only interrupt to ask the user if a tool requires SPECIFIC input that you dont have or need more clarity about. DO NOT ASSUME ANY DETAIL, pause and ask use when unsure.
Trust the workflow, the workflow is self-describing. Each stage transition reveals new capabilities. Your goal is to reach the terminal stage by executing tools and navigating stages.
""".strip()
class Concierge:
def __init__(
self,
server,
*,
config=Config(),
assets_dir: Optional[str] = None,
state_backend: Optional[StateBackend] = None,
workflow_instructions: Optional[str] = None,
upstream_servers: Optional[List[str]] = None,
content_moderation: Optional[ModerationConfig] = None,
tool_patches: Optional[List[Dict[str, Any]]] = None,
**fastmcp_kwargs,
):
if isinstance(server, FastMCP):
if fastmcp_kwargs:
raise ValueError(
f"Cannot pass FastMCP kwargs {list(fastmcp_kwargs)} when "
"server is already a FastMCP instance. "
"Configure these on the FastMCP instance directly."
)
self._server = server
self._is_raw_server = False
elif _is_raw_server(server):
self._server = RawServerAdapter(server)
self._is_raw_server = True
else:
self._server = FastMCP(server, **fastmcp_kwargs)
self._is_raw_server = False
self._config = config
# Set workflow instructions on the underlying server
self._workflow_instructions = workflow_instructions
existing = self._server.instructions or ""
new_instructions = workflow_instructions or DEFAULT_WORKFLOW_INSTRUCTIONS
if existing:
self._server._mcp_server.instructions = f"{existing}\n\n{new_instructions}"
else:
self._server._mcp_server.instructions = new_instructions
self._widgets: List[Widget] = []
self._pending_resources: List[types.Resource] = []
self._assets_dir = Path(assets_dir) if assets_dir else Path.cwd() / "assets"
provider_cls = _get_provider_class(config.provider_type)
self._provider = provider_cls()
self._provider.initialize(config)
# State backend (in-memory by default, or from CONCIERGE_STATE_URL env var)
self._state = state_backend or get_default_backend()
self._upstream_servers = upstream_servers or []
self._tool_patches = tool_patches or []
# Content moderation for upstream tool I/O
if content_moderation and content_moderation.enabled:
self._moderator = ContentModerator(content_moderation)
else:
self._moderator = None
self._stages: Dict[str, List[str]] = {} # stage_name -> [tool_names]
self._transitions: Dict[str, List[str]] = {} # stage_name -> [next_stages]
self._default_stage: Optional[str] = None # First stage (for new sessions)
self._enforce_completion = True # Require LLM to reach terminal stage
@classmethod
def from_openapi(
cls,
openapi_spec: dict,
*,
name: str = "OpenAPI Server",
config: Optional[Config] = None,
**kwargs,
) -> "Concierge":
"""Create a Concierge server from an OpenAPI specification.
Requires the `fastmcp` package: pip install concierge-sdk[openapi]
Args:
openapi_spec: OpenAPI schema as a dictionary
name: Name for the MCP server
config: Concierge config (provider type, etc.)
**kwargs: Additional kwargs passed to Concierge()
"""
try:
from fastmcp import FastMCP as StandaloneFastMCP
except ImportError:
raise ImportError(
"fastmcp is required for OpenAPI support. "
"Install it with: pip install concierge-sdk[openapi]"
)
standalone = StandaloneFastMCP.from_openapi(openapi_spec, name=name)
# The standalone FastMCP exposes .http_app() but not
# .streamable_http_app(). We store it and override
# streamable_http_app to use the standalone's app + telemetry.
instance = cls(name, config=config or Config(), **kwargs)
instance._openapi_standalone = standalone
return instance
@property
def enforce_completion(self) -> bool:
"""If True, instruct LLM that it must continue until reaching a terminal stage."""
return self._enforce_completion
@enforce_completion.setter
def enforce_completion(self, value: bool):
self._enforce_completion = value
def _is_terminal_stage(self, stage: str) -> bool:
"""A stage is terminal if it has no outgoing transitions."""
return not self._transitions.get(stage, [])
def _get_session_stage(self, session_id: Optional[str]) -> str:
"""Get current stage for a session. Returns default stage for new/unknown sessions."""
if session_id:
stage = self._state.get_session_stage(session_id)
if stage:
return stage
return self._default_stage or list(self._stages.keys())[0]
def _set_session_stage(self, session_id: Optional[str], stage: str) -> None:
"""Set current stage for a session."""
if session_id:
self._state.set_session_stage(session_id, stage)
@property
def stages(self) -> Dict[str, List[str]]:
"""Get stages mapping: stage_name → [tool_names]"""
return self._stages
@stages.setter
def stages(self, value: Dict[str, List[str]]):
"""Declaratively assign existing tools to stages.
Example:
app.stages = {
"browse": ["search_items", "view_details"],
"checkout": ["add_to_cart", "pay"],
}
"""
self._stages = value
@property
def transitions(self) -> Dict[str, List[str]]:
"""Get transitions: stage_name : [allowed_next_stages]"""
return self._transitions
@transitions.setter
def transitions(self, value: Dict[str, List[str]]):
"""Define allowed stage transitions.
Example:
app.transitions = {
"browse": ["checkout"],
"checkout": ["payment"],
"payment": [],
}
"""
self._transitions = value
def stage(self, name: str) -> Callable:
"""Decorator to assign a tool to a stage.
Example:
@app.stage("browse")
@app.tool()
def search_items(query: str):
return {"items": [...]}
"""
def decorator(fn: Callable) -> Callable:
tool_name = fn.__name__
if name not in self._stages:
self._stages[name] = []
if tool_name not in self._stages[name]:
self._stages[name].append(tool_name)
return fn
return decorator
def tool(self, **kwargs) -> Callable:
"""Register a tool. Delegates to underlying FastMCP.
Example:
@app.tool()
def my_tool(arg: str) -> dict:
return {"result": arg}
"""
return self._server.tool(**kwargs)
def _get_current_session_id(self) -> str:
"""Get current session ID from request context."""
ctx = request_ctx.get()
return ctx.request.headers.get("mcp-session-id")
def get_state(self, key: str, default: Any = None) -> Any:
"""Get a value from session-aware state."""
session_id = self._get_current_session_id()
value = self._state.get_state(session_id, key)
return value if value is not None else default
def set_state(self, key: str, value: Any) -> None:
"""Set a value in session-aware state."""
session_id = self._get_current_session_id()
self._state.set_state(session_id, key, value)
def clear_session_state(self, session_id: str) -> None:
"""Clear all state for a session."""
self._state.clear_session(session_id)
def _setup_staged_tools(self) -> None:
"""Override list_tools to only return current stage tools + transition tool."""
if not self._stages:
return # No stages defined, use default flat list
# Set default stage to first stage (for new sessions)
if self._default_stage is None:
self._default_stage = list(self._stages.keys())[0]
instance = self
async def _handle_next_stage(target_stage: str, ctx: Context = None) -> dict:
"""Transition to the next stage in the workflow."""
req_ctx = request_ctx.get()
session_id = req_ctx.request.headers.get("mcp-session-id")
current = instance._get_session_stage(session_id)
allowed = instance._transitions.get(current, [])
if target_stage not in allowed:
return {
"error": f"Cannot transition from '{current}' to '{target_stage}'",
"allowed_transitions": allowed,
"current_stage": current,
}
instance._set_session_stage(session_id, target_stage)
await req_ctx.session.send_notification(
types.ServerNotification(types.ToolListChangedNotification()),
related_request_id=req_ctx.request_id,
)
is_terminal = instance._is_terminal_stage(target_stage)
if is_terminal:
stage_instruction = (
"TERMINAL STAGE REACHED. No further transitions available. "
"Execute remaining tools in this stage, then provide your final summary."
)
else:
stage_instruction = (
"STAGE TRANSITIONED. New tools are now available. "
"Continue executing tools and transitioning until you reach the terminal stage."
)
result = {
"status": "transitioned",
"from_stage": current,
"to_stage": target_stage,
"message": f"Successfully transitioned from '{current}' to '{target_stage}'.",
"instruction": f"{DEFAULT_WORKFLOW_INSTRUCTIONS}\n\n{stage_instruction}",
}
return result
self._server.tool(
name="proceed_to_next_stage",
description="Proceed to the next available stage in the workflow, unlocking a new set of tools.",
)(_handle_next_stage)
# Create the terminate session tool handler
async def _handle_terminate_session(ctx: Context = None) -> dict:
"""Terminate the current workflow session and reset to initial state."""
req_ctx = request_ctx.get()
session_id = req_ctx.request.headers.get("mcp-session-id")
current = instance._get_session_stage(session_id)
initial = instance._default_stage
if session_id:
instance._state.clear_session(session_id)
await req_ctx.session.send_notification(
types.ServerNotification(types.ToolListChangedNotification()),
related_request_id=req_ctx.request_id,
)
return {
"status": "terminated",
"previous_stage": current,
"message": f"Session terminated. Workflow and state reset from '{current}' to initial stage '{initial}'. You can now start a fresh workflow or switch to a different task.",
}
self._server.tool(
name="terminate_session",
description="Terminate the current workflow session and reset to the beginning. Call this when: (1) the user wants to start over, (2) the user changes their mind and wants to do something different, (3) the user explicitly asks to stop/cancel/abort, or (4) you have completed the workflow and the user indicates they are done.",
)(_handle_terminate_session)
original_list_tools = self._server.list_tools
async def filtered_list_tools():
"""Return only tools from the current stage."""
ctx = request_ctx.get()
session_id = ctx.request.headers.get("mcp-session-id")
current_stage = instance._get_session_stage(session_id)
current_stage_tool_names = instance._stages.get(current_stage, [])
next_stages = instance._transitions.get(current_stage, [])
all_tools = await original_list_tools()
visible_tools = []
for tool in all_tools:
if tool.name in current_stage_tool_names:
tool_copy = tool.model_copy()
tool_copy.description = (
f"[{current_stage}] {tool.description or ''}"
)
visible_tools.append(tool_copy)
if next_stages:
stage_list = ", ".join(f"'{s}'" for s in next_stages)
visible_tools.append(
MCPTool(
name="proceed_to_next_stage",
description=(
f"Proceed to the next available stage in the workflow. "
f"This will unlock a new set of tools and allow you to continue. "
f"Currently in stage '{current_stage}'. "
f"Available stages to proceed to: {stage_list}."
),
inputSchema={
"type": "object",
"title": "StageTransitionRequest",
"description": "Request to transition to a different stage in the workflow.",
"properties": {
"target_stage": {
"type": "string",
"title": "Target Stage",
"description": (
f"The name of the stage to transition to. "
f"Must be one of the available stages: {stage_list}."
),
"enum": next_stages,
}
},
"required": ["target_stage"],
"additionalProperties": False,
},
)
)
visible_tools.append(
MCPTool(
name="terminate_session",
description=(
"Terminate the current workflow session and reset to the beginning. "
"You should typically call this when: (1) the user wants to start over, (2) the user changes their mind and wants to do something different, "
"(3) the user explicitly asks to stop/cancel/abort, or (4) you have completed the workflow and the user indicates they are done."
),
inputSchema={
"type": "object",
"title": "TerminateSessionRequest",
"description": "Request to terminate the current workflow session.",
"properties": {},
"required": [],
"additionalProperties": False,
},
)
)
return visible_tools
self._server.list_tools = filtered_list_tools
self._server._mcp_server.list_tools()(filtered_list_tools)
def _get_widget_meta(self, w: Widget) -> dict:
return {
"openai/outputTemplate": w.uri,
"openai/widgetAccessible": w.widget_accessible,
"openai/toolInvocation/invoking": w.invoking,
"openai/toolInvocation/invoked": w.invoked,
}
def _setup_resource_handler(self) -> None:
original_list_resources = self._server.list_resources
widget_resources = self._pending_resources
async def _list_all_resources() -> List[types.Resource]:
fastmcp_resources = await original_list_resources()
return fastmcp_resources + widget_resources
self._server._mcp_server.list_resources()(_list_all_resources)
# todo, isoalte the stage transition logic vs the UI/html/widget logic in separate files.
def _get_widget_html(self, widget: Widget) -> str:
mode = widget.mode
if mode == WidgetMode.HTML:
return widget.html
if mode == WidgetMode.URL:
return IFRAME_TEMPLATE.format(url=widget.url)
if mode == WidgetMode.ENTRYPOINT:
dist_path = self._assets_dir / "dist" / widget.dist_file
if not dist_path.exists():
raise FileNotFoundError(
f"Widget {widget.name}: dist/{widget.dist_file} not found. "
f"Run 'npm run build' in {self._assets_dir}"
)
return dist_path.read_text()
if mode == WidgetMode.DYNAMIC:
if not hasattr(widget, "_last_args") or widget._last_args is None:
raise ValueError(f"Widget {widget.name}: call the tool first")
return widget.html_fn(widget._last_args)
raise ValueError(f"Unknown widget mode: {mode}")
def _setup_read_resource_handler(self) -> None:
widgets_by_uri = {w.uri: w for w in self._widgets}
provider_resource_results = self._provider_resource_results
get_html = self._get_widget_html
original_handler = self._server._mcp_server.request_handlers.get(
types.ReadResourceRequest
)
async def _read_resource_with_meta(
req: types.ReadResourceRequest,
) -> types.ServerResult:
uri_str = str(req.params.uri)
widget = widgets_by_uri.get(uri_str)
if widget:
text = get_html(widget)
contents = [
types.TextResourceContents(
uri=widget.uri,
mimeType=widget.mime_type,
text=text,
_meta=self._get_widget_meta(widget),
)
]
return types.ServerResult(types.ReadResourceResult(contents=contents))
if uri_str in provider_resource_results:
return provider_resource_results[uri_str]
if original_handler:
return await original_handler(req)
raise ValueError(f"Unknown resource: {uri_str}")
self._server._mcp_server.request_handlers[types.ReadResourceRequest] = (
_read_resource_with_meta
)
def _run_widget_builds(self):
needs_build = any(w.mode == WidgetMode.ENTRYPOINT for w in self._widgets)
if not needs_build:
return
package_json = self._assets_dir / "package.json"
if not package_json.exists():
raise FileNotFoundError(
f"{self._assets_dir}/package.json not found. "
f"Widgets using entrypoint mode require a build system."
)
print("Installing web dependencies...", flush=True)
result = subprocess.run(
["npm", "install"],
cwd=str(self._assets_dir),
capture_output=True,
text=True,
)
if result.returncode != 0:
raise RuntimeError(f"npm install failed:\n{result.stderr}")
print("Building widgets...", flush=True)
result = subprocess.run(
["npm", "run", "build"],
cwd=str(self._assets_dir),
capture_output=True,
text=True,
)
if result.returncode != 0:
raise RuntimeError(f"Build failed:\n{result.stdout}\n{result.stderr}")
print("Build complete", flush=True)
def _finalize(self):
"""Setup all handlers. Called before run() or streamable_http_app()."""
if getattr(self, "_finalized", False):
return
self._finalized = True
self._run_widget_builds()
tools = self._server._tool_manager.list_tools()
self._provider.index_tools(tools)
served_tools = self._provider.serve_tools()
self._server._tool_manager._tools = {t.name: t for t in served_tools}
self._provider_resource_results: Dict[str, Any] = {}
for resource, result in self._provider.serve_resources():
self._pending_resources.append(resource)
self._provider_resource_results[str(resource.uri)] = result
self._setup_resource_handler()
self._setup_read_resource_handler()
self._setup_staged_tools()
# Install proxy before metrics — proxy replaces handlers,
# metrics wraps them, so metrics must be outermost.
if self._upstream_servers:
from concierge.proxy import install_proxy_handlers
install_proxy_handlers(self)
self._setup_metrics()
def _setup_metrics(self):
if not METRICS_ENABLED:
return
handlers = self._server._mcp_server.request_handlers
if types.CallToolRequest in handlers:
original = handlers[types.CallToolRequest]
async def wrapped_call(req: types.CallToolRequest) -> types.ServerResult:
metrics.ensure_started()
RequestContext.set(tool=req.params.name, method="tools/call")
ctx = request_ctx.get()
session_id = (
ctx.request.headers.get("mcp-session-id", "unknown")
if ctx and ctx.request
else "unknown"
)
client_name = None
if (
ctx
and ctx.session
and ctx.session.client_params
and ctx.session.client_params.clientInfo
):
client_name = ctx.session.client_params.clientInfo.name
start = time.perf_counter()
is_error, error_msg = False, None
try:
return await original(req)
except Exception as e:
is_error, error_msg = True, str(e)
raise
finally:
RequestContext.clear()
metrics.track(
"mcp:tools/call",
session_id=session_id,
resource_name=req.params.name,
arguments=req.params.arguments,
duration_ms=int((time.perf_counter() - start) * 1000),
is_error=is_error,
error_message=error_msg,
client=client_name,
)
handlers[types.CallToolRequest] = wrapped_call
if types.ReadResourceRequest in handlers:
original_read = handlers[types.ReadResourceRequest]
async def wrapped_read(
req: types.ReadResourceRequest,
) -> types.ServerResult:
metrics.ensure_started()
RequestContext.set(method="resources/read")
ctx = request_ctx.get()
session_id = (
ctx.request.headers.get("mcp-session-id", "unknown")
if ctx and ctx.request
else "unknown"
)
client_name = None
if (
ctx
and ctx.session
and ctx.session.client_params
and ctx.session.client_params.clientInfo
):
client_name = ctx.session.client_params.clientInfo.name
start = time.perf_counter()
is_error, error_msg = False, None
try:
return await original_read(req)
except Exception as e:
is_error, error_msg = True, str(e)
raise
finally:
RequestContext.clear()
metrics.track(
"mcp:resources/read",
session_id=session_id,
resource_name=str(req.params.uri),
duration_ms=int((time.perf_counter() - start) * 1000),
is_error=is_error,
error_message=error_msg,
client=client_name,
)
handlers[types.ReadResourceRequest] = wrapped_read
def run(self, *args, **kwargs):
ConciergeLogger.configure()
self._finalize()
metrics.start()
return self._server.run(*args, **kwargs)
@staticmethod
def _wrap_with_heartbeat(app):
"""Wrap an ASGI app to start the heartbeat on startup."""
original_app = app
async def wrapper(scope, receive, send):
if scope["type"] == "lifespan":
Heartbeat.start()
return await original_app(scope, receive, send)
return wrapper
def streamable_http_app(self, **kwargs):
ConciergeLogger.configure()
# OpenAPI path: use standalone fastmcp's app with telemetry
if hasattr(self, "_openapi_standalone"):
standalone = self._openapi_standalone
app = standalone.http_app()
# Wire telemetry into the standalone server's request handlers
if METRICS_ENABLED:
handlers = standalone._mcp_server.request_handlers
if types.CallToolRequest in handlers:
original = handlers[types.CallToolRequest]
async def wrapped_call(
req: types.CallToolRequest,
) -> types.ServerResult:
metrics.ensure_started()
ctx = request_ctx.get()
session_id = (
ctx.request.headers.get("mcp-session-id", "unknown")
if ctx and ctx.request
else "unknown"
)
client_name = None
if (
ctx
and ctx.session
and ctx.session.client_params
and ctx.session.client_params.clientInfo
):
client_name = ctx.session.client_params.clientInfo.name
start = time.perf_counter()
is_error, error_msg = False, None
try:
return await original(req)
except Exception as e:
is_error, error_msg = True, str(e)
raise
finally:
metrics.track(
"mcp:tools/call",
session_id=session_id,
resource_name=req.params.name,
arguments=req.params.arguments,
duration_ms=int((time.perf_counter() - start) * 1000),
is_error=is_error,
error_message=error_msg,
client=client_name,
)
handlers[types.CallToolRequest] = wrapped_call
metrics.start()
return self._wrap_with_heartbeat(app)
self._finalize()
metrics.start()
try:
app = self._server.streamable_http_app(**kwargs)
except TypeError:
app = self._server.streamable_http_app()
return self._wrap_with_heartbeat(app)
def widget(
self,
uri: str,
# Mode 1: Inline HTML
html: Optional[str] = None,
# Mode 2: External URL
url: Optional[str] = None,
# Mode 3: Entrypoint (filename in entrypoints/)
entrypoint: Optional[str] = None,
# Mode 4: Dynamic function (takes args dict, returns HTML string)
html_fn: Optional[Callable[[dict], str]] = None,
# Metadata
name: Optional[str] = None,
title: Optional[str] = None,
description: Optional[str] = None,
invoking: str = "Loading...",
invoked: str = "Done",
annotations: Optional[dict] = None,
) -> Callable:
def decorator(fn: Callable) -> Callable:
w = Widget(
uri=uri,
html=html,
url=url,
entrypoint=entrypoint,
html_fn=html_fn,
name=name or fn.__name__,
title=title,
description=description or fn.__doc__,
invoking=invoking,
invoked=invoked,
annotations=annotations,
)
self._widgets.append(w)
self._pending_resources.append(
types.Resource(
uri=w.uri,
name=w.name,
title=w.title,
description=w.description,
mimeType=w.mime_type,
_meta=self._get_widget_meta(w),
)
)
@wraps(fn)
async def wrapped(*args, **kwargs) -> types.CallToolResult:
result = await fn(*args, **kwargs)
if w.html_fn:
w._last_args = result
return types.CallToolResult(
content=[types.TextContent(type="text", text=w.invoked)],
structuredContent=result,
_meta={
"openai/toolInvocation/invoking": w.invoking,
"openai/toolInvocation/invoked": w.invoked,
},
)
self._server.tool(
name=w.name,
title=w.title,
description=w.description,
annotations=w.annotations,
meta={
"openai/outputTemplate": w.uri,
"openai/widgetAccessible": w.widget_accessible,
"openai/toolInvocation/invoking": w.invoking,
"openai/toolInvocation/invoked": w.invoked,
},
)(wrapped)
return fn
return decorator
def __getattr__(self, name):
return getattr(self._server, name)