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feat: add delegation flow for x402 token generation#274

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r-marques merged 14 commits intomainfrom
feat/delegation-flow-1118
Mar 19, 2026
Merged

feat: add delegation flow for x402 token generation#274
r-marques merged 14 commits intomainfrom
feat/delegation-flow-1118

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Summary

Implements the SDK side of the delegation flow for Issue #1118 (PR #1102 backend changes).

  • Breaking: getX402AccessToken() simplified from 6 params to 3 — removed redemptionLimit, orderLimit, expiration (sessionKeyConfig is gone)
  • New: DelegationAPI.createDelegation() method for POST /api/v1/delegation/create
  • New: DelegationConfig type (backward-compat CardDelegationConfig alias kept)
  • New: CreateDelegationPayload / CreateDelegationResponse types
  • Both nvm:erc4337 and nvm:card-delegation schemes now use delegationConfig in token generation
  • Two usage patterns supported: auto-create (inline) and explicit create+reuse

Two Usage Patterns

Pattern A — Auto-create:

const token = await payments.x402.getX402AccessToken(planId, agentId, {
  delegationConfig: { spendingLimitCents: 10000, durationSecs: 604800 }
})

Pattern B — Explicit create + reuse:

const delegation = await payments.delegation.createDelegation({
  provider: 'erc4337', spendingLimitCents: 10000, durationSecs: 604800,
})
const token = await payments.x402.getX402AccessToken(planId, agentId, {
  delegationConfig: { delegationId: delegation.delegationId }
})

Test plan

  • Unit tests pass (113 passed)
  • TypeScript build passes
  • E2E tests updated for delegation flow (will pass after staging deploy of PR #1102)
  • Card delegation E2E test added (skipped unless CARD_DELEGATION_E2E env var set)
  • Verify against staging after PR #1102 is deployed

🤖 Generated with Claude Code

r-marques and others added 13 commits March 17, 2026 14:23
Replace plan-specific session-key permissions with delegation-based flow.
Both erc4337 and card-delegation schemes now use delegations for token
generation, supporting explicit create+reuse and auto-create patterns.

Breaking changes:
- getX402AccessToken() signature simplified to (planId, agentId?, tokenOptions?)
- Removed redemptionLimit, orderLimit, expiration params (sessionKeyConfig)
- erc4337 scheme now requires delegationConfig in tokenOptions

New APIs:
- DelegationAPI.createDelegation() for POST /api/v1/delegation/create
- DelegationConfig type (replaces CardDelegationConfig, alias kept)
- CreateDelegationPayload / CreateDelegationResponse types

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Update openclaw plugin (tools.ts, index.ts), CLI command, and openclaw
tests to use the simplified 3-param signature instead of the old 6-param
one with undefined placeholders.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Add guidance about markdown docs workflow (generate-docs.sh validates
structure but doesn't auto-update code examples), and note that
openclaw/cli are in-tree consumers that must be updated with signature
changes.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
No backward compatibility needed per plan — remove the type alias
and keep only DelegationConfig.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Remove agent creation (agentId is optional for token generation)
- Filter payment methods by type='card' instead of using first item
- Add auto-delegation test (Pattern A: inline creation during token gen)
- Add settle test with balance verification
- Pass agentId as undefined to demonstrate it's optional

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Test that token generation works when delegation is auto-created inline
via spendingLimitCents + durationSecs (without an explicit delegationId).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
CLI:
- Remove dead --redemption-limit, --order-limit, --expiration flags
- Add crypto delegation support (--spending-limit-cents, --delegation-duration-secs)
- Update description from session-key to delegation language

OpenClaw:
- Filter payment methods by type='card' instead of using first item

Both:
- Update CLAUDE.md with in-tree consumer documentation and checklist

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The openclaw workflow was missing the symlink step that the CLI workflow
already had. Without it, openclaw installs @nevermined-io/payments from
npm (old published version) instead of using the local build, causing
type errors when SDK signatures change.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The testing.yml workflow has a second openclaw job (openclaw_check)
that was also missing the local SDK symlink. Both openclaw CI jobs
now match the CLI pattern.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- prepare-release.yml now updates @nevermined-io/payments dependency
  version in cli/package.json and openclaw/package.json alongside the
  root version bump, so published packages reference the exact SDK
  version they were built with
- release.yml build job: add missing local SDK symlink for openclaw
- release.yml publish-openclaw job: add local SDK symlink to avoid
  npm propagation delay issues
- Update CLAUDE.md with complete release flow documentation

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The variable was typed as { id: string }[] which lacks the 'type'
field needed to filter by payment method type.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The mock was missing type: 'card', causing the new card-type filter
to find no matches and throw.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The error message was changed from "No enrolled payment methods" to
"No enrolled card found" when we added type-based filtering.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
@r-marques r-marques marked this pull request as ready for review March 18, 2026 15:19
@r-marques r-marques requested review from a team as code owners March 18, 2026 15:19
The backend now requires delegationConfig for erc4337 token generation.
Update all remaining E2E tests that called getX402AccessToken without
delegation config:

- test_payments_e2e: create delegation before token generation
- test_a2a_e2e: create delegation, pass delegationId to token calls
- test_mcp_oauth_e2e: create delegation before MCP token generation
- test_a2a_client_e2e: pass delegationConfig through getClient()

Also thread delegationConfig through ClientRegistryOptions and
ClientRegistry.getClient() to PaymentsClient.create().

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
@aaitor aaitor requested a review from Copilot March 19, 2026 09:32
@r-marques r-marques merged commit 1378380 into main Mar 19, 2026
9 checks passed
@r-marques r-marques deleted the feat/delegation-flow-1118 branch March 19, 2026 09:33
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Pull request overview

Implements the SDK-side “delegation flow” for X402 token generation, aligning token issuance with the new delegation-based backend model and updating in-tree consumers/tests accordingly.

Changes:

  • Simplifies x402.getX402AccessToken() to accept (planId, agentId?, tokenOptions?) and shifts configuration to tokenOptions.delegationConfig.
  • Adds DelegationAPI.createDelegation() plus new delegation-related types (DelegationConfig, CreateDelegationPayload/Response).
  • Updates E2E tests, OpenClaw, CLI, and CI workflows to exercise and validate the new delegation flows.

Reviewed changes

Copilot reviewed 23 out of 23 changed files in this pull request and generated 4 comments.

Show a summary per file
File Description
tests/e2e/test_x402_e2e.test.ts Updates X402 E2E to create/reuse delegations and generate tokens via delegationId or auto-create config.
tests/e2e/test_x402_card_delegation_e2e.test.ts Adds new (env-gated) Stripe card-delegation E2E coverage for explicit + auto delegation patterns.
tests/e2e/test_payments_e2e.test.ts Updates token generation to include delegation creation + delegationId usage.
tests/e2e/test_mcp_oauth_e2e.test.ts Updates MCP OAuth E2E to create delegation before token generation.
tests/e2e/test_express_middleware_e2e.test.ts Updates Express middleware E2E to generate token using delegation flow.
tests/e2e/test_a2a_e2e.test.ts Updates A2A E2E to create/reuse delegation for token generation.
tests/e2e/test_a2a_client_e2e.test.ts Updates A2A client E2E to pass delegationConfig into client creation.
src/x402/token.ts Simplifies token API signature and sends delegationConfig for delegation-based token generation.
src/x402/index.ts Updates exports to include new delegation types and API surface.
src/x402/delegation-api.ts Extends Delegation API with createDelegation() and updates module framing to include crypto + card delegations.
src/common/types.ts Introduces DelegationConfig + create delegation payload/response types; updates X402TokenOptions.
src/a2a/types.ts Extends A2A client options to accept delegationConfig.
src/a2a/paymentsClient.ts Updates A2A PaymentsClient to pass delegation options through the simplified token API.
openclaw/tests/plugin.test.ts Updates OpenClaw mocks/assertions for new signature and payment-method typing.
openclaw/src/tools.ts Updates OpenClaw tool token generation calls to new signature; improves card selection by type.
openclaw/src/index.ts Updates OpenClaw autopay flow to select a card method by type === 'card' and use new signature.
cli/src/commands/x402token/get-x402-access-token.ts Updates CLI command flags/logic for delegation-based token generation and new signature.
CLAUDE.md Adds explicit guidance about updating docs and in-tree consumers (OpenClaw/CLI) when SDK interfaces change.
.github/workflows/testing.yml Ensures OpenClaw builds/tests against the locally-built SDK via symlink.
.github/workflows/release.yml Ensures OpenClaw release builds use the local SDK via symlink.
.github/workflows/prepare-release.yml Updates release preparation to bump CLI/OpenClaw dependency versions alongside SDK.
.github/workflows/openclaw-sync-and-test.yml Ensures OpenClaw sync workflow links local SDK before build/test.
Comments suppressed due to low confidence (1)

src/common/types.ts:528

  • PR description mentions keeping a backward-compatible CardDelegationConfig alias, but this file now only exports DelegationConfig. This will break existing imports of CardDelegationConfig (including in repo docs). Consider re-adding export type CardDelegationConfig = DelegationConfig (or equivalent) to preserve compatibility.
export interface DelegationConfig {
  /** PaymentMethod entity UUID — preferred way to reference an enrolled card */
  cardId?: string
  /** Existing delegation UUID to reuse instead of creating a new one */
  delegationId?: string
  /** Stripe payment method ID (e.g., 'pm_...'). Required only for new delegations. */

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Comment thread src/common/types.ts
*/
export interface CreateDelegationPayload {
/** Delegation provider: 'stripe' for card, 'erc4337' for crypto */
provider?: 'stripe' | 'erc4337'
Comment thread src/x402/token.ts
Comment on lines +36 to +38
* For erc4337 scheme, you must pass `tokenOptions.delegationConfig` with either:
* - `delegationId` to reuse an existing delegation, or
* - `spendingLimitCents` + `durationSecs` to auto-create a new one.
Comment thread src/a2a/paymentsClient.ts
Comment on lines 81 to +92
const scheme = await resolveScheme(this.payments, this.planId)
if (scheme === 'nvm:card-delegation' && !this.delegationConfig) {
throw PaymentsError.internal(
'Card delegation scheme requires delegationConfig. Pass it to PaymentsClient.create().',
)
}
const tokenOptions: X402TokenOptions | undefined =
scheme !== 'nvm:erc4337'
? { scheme, delegationConfig: this.delegationConfig }
: undefined
let tokenOptions: X402TokenOptions | undefined
if (scheme !== 'nvm:erc4337') {
tokenOptions = { scheme, delegationConfig: this.delegationConfig }
} else if (this.delegationConfig) {
tokenOptions = { delegationConfig: this.delegationConfig }
}
Comment thread src/x402/index.ts
Comment on lines +33 to +39
export type {
X402SchemeType,
DelegationConfig,
CreateDelegationPayload,
CreateDelegationResponse,
X402TokenOptions,
} from '../common/types.js'
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PR Review: feat: add delegation flow for x402 token generation (TS SDK)

Clean, well-structured migration from session keys to delegation model — consistent with the parallel Python SDK PR (#167). The in-tree consumer updates (openclaw + CLI) are solid. A few issues, some already merged:


🔴 CRITICAL — Missing backward-compat alias for CardDelegationConfig

Same issue as the Python PR: the description says "backward-compat CardDelegationConfig alias kept", but no alias exists. The interface was renamed to DelegationConfig and all exports updated — any downstream code importing CardDelegationConfig from @nevermined-io/payments will break.

Fix (follow-up needed since merged):

// src/common/types.ts — add after DelegationConfig interface
/** @deprecated Use DelegationConfig instead */
export type CardDelegationConfig = DelegationConfig

And re-export from src/x402/index.ts.


🔴 CRITICAL — markdown/x402.md and markdown/querying-an-agent.md still reference CardDelegationConfig

The source code was updated but the markdown docs were not touched in this PR:

  • markdown/x402.md:77"pass X402TokenOptions with a CardDelegationConfig"
  • markdown/x402.md:80import { X402TokenOptions, CardDelegationConfig } from '@nevermined-io/payments'
  • markdown/x402.md:175### CardDelegationConfig Reference
  • markdown/querying-an-agent.md:56 — same stale reference

These code examples will fail at runtime since CardDelegationConfig is no longer exported. The CLAUDE.md correctly notes "generate-docs.sh only validates structure — it does NOT auto-update code examples" — so this needs a manual fix.


🟡 MEDIUM — PaymentsClient._getAccessToken() same logic gap as Python PR

if (scheme !== 'nvm:erc4337') {
  tokenOptions = { scheme, delegationConfig: this.delegationConfig }
} else if (this.delegationConfig) {
  tokenOptions = { delegationConfig: this.delegationConfig }
}

When scheme !== 'nvm:erc4337' (any non-crypto scheme), delegationConfig is always included even when undefined. This is functionally OK today but fragile if the backend starts validating the presence of delegationConfig.


🟡 MEDIUM — CreateDelegationPayload.provider is optional

provider?: 'stripe' | 'erc4337'

The backend needs to know which provider to use. Making this optional means users can omit it and get a cryptic server error instead of a clear type error. Should be required.


🟢 LOW — CLI buildCryptoTokenOptions always sends delegation config

The new buildCryptoTokenOptions() in the CLI always builds a delegationConfig with spendingLimitCents and durationSecs defaults (1000 cents / 3600 secs). This means every CLI crypto token request creates a new delegation, even if the user just wants a simple token. Consider only including delegationConfig when the user explicitly passes --spending-limit-cents or --delegation-duration-secs.


✅ Looks Good

  • Breaking change on getX402AccessToken() — clean removal of redemptionLimit, orderLimit, expiration params
  • DelegationAPI.createDelegation() — clean, uses fetchJSON helper (much simpler than the Python version's manual error handling)
  • In-tree consumer updates — openclaw + CLI both updated correctly with the new 3-param signature
  • Payment method filteringmethods.find((m) => m.type === 'card') is a nice improvement over methods[0] — prevents accidentally selecting a non-card payment method
  • CI workflow improvements — symlink approach for local SDK in openclaw/CLI, version sync in prepare-release.yml
  • E2E coverage — comprehensive tests for both Pattern A and B, card delegation gated behind CARD_DELEGATION_E2E
  • OpenClaw mock updates — properly added type: 'card' to mock payment methods
  • CLAUDE.md documentation — excellent additions about in-tree consumers, release flow, and CI jobs

📝 Follow-up Items (since PR is merged)

  1. Add CardDelegationConfig type alias for backward compat
  2. Update markdown/x402.md and markdown/querying-an-agent.md to use DelegationConfig
  3. Consider making CreateDelegationPayload.provider required

r-marques added a commit to nevermined-io/docs that referenced this pull request Mar 19, 2026
Update all documentation to reflect the delegation-based token
generation flow that replaces the old session-key permissions model.

Key changes across all files:
- getX402AccessToken / get_x402_access_token now requires delegationConfig
- CardDelegationConfig renamed to DelegationConfig
- sessionKeyConfig, redemptionLimit, orderLimit, expiration removed
- New createDelegation API documented for both stripe and erc4337
- Both crypto and card schemes now use the unified delegation model

Docs updated (5 files):
- specs/x402-card-delegation.mdx → renamed to "Delegation Extension"
- integrate/patterns/stablecoin-payments.mdx → delegation replaces session keys
- integrate/patterns/fiat-payments.mdx → DelegationConfig shared model
- development-guide/nevermined-x402.mdx → updated token gen examples
- products/x402-facilitator/how-it-works.mdx → updated step 2 flow

Skills updated (5 files):
- SKILL.md → all getX402AccessToken calls include delegationConfig
- references/client-integration.md → 6 calls updated
- references/a2a-integration.md → 1 call updated
- references/mcp-paywall.md → 1 call updated
- references/strands-integration.md → 1 call updated

Related PRs:
- nevermined-io/nvm-monorepo#1102 (backend)
- nevermined-io/payments#274 (TypeScript SDK)
- nevermined-io/payments-py#167 (Python SDK)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
r-marques added a commit to nevermined-io/docs that referenced this pull request Mar 20, 2026
Update all documentation to reflect the delegation-based token
generation flow that replaces the old session-key permissions model.

Key changes across all files:
- getX402AccessToken / get_x402_access_token now requires delegationConfig
- CardDelegationConfig renamed to DelegationConfig
- sessionKeyConfig, redemptionLimit, orderLimit, expiration removed
- New createDelegation API documented for both stripe and erc4337
- Both crypto and card schemes now use the unified delegation model

Docs updated (5 files):
- specs/x402-card-delegation.mdx → renamed to "Delegation Extension"
- integrate/patterns/stablecoin-payments.mdx → delegation replaces session keys
- integrate/patterns/fiat-payments.mdx → DelegationConfig shared model
- development-guide/nevermined-x402.mdx → updated token gen examples
- products/x402-facilitator/how-it-works.mdx → updated step 2 flow

Skills updated (5 files):
- SKILL.md → all getX402AccessToken calls include delegationConfig
- references/client-integration.md → 6 calls updated
- references/a2a-integration.md → 1 call updated
- references/mcp-paywall.md → 1 call updated
- references/strands-integration.md → 1 call updated

Related PRs:
- nevermined-io/nvm-monorepo#1102 (backend)
- nevermined-io/payments#274 (TypeScript SDK)
- nevermined-io/payments-py#167 (Python SDK)

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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