ruby-sdk/conformance
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Koichi ITO d0d7308a89 Finalize server/discover and Add Client Modern Lifecycle Support per SEP-2575
## Motivation and Context

Final step of the stateless lifecycle (SEP-2575, modelcontextprotocol/modelcontextprotocol#2575) for
the 2026-07-28 MCP spec release, now that the server core and both server transports can serve modern traffic.

Server side, `Server#discover` reaches its spec-final shape:

- `supportedVersions` advertises modern versions only, matching the TypeScript and Python SDKs:
  legacy versions are negotiated via `initialize`, not selected from discovery. This also closes
  an interop hazard of the interim response: auto-negotiating TS and Python clients treat
  any `DiscoverResult` as proof of a modern server and do not fall back to `initialize`,
  so advertising only legacy versions made them fail outright.
- The `ttlMs`/`cacheScope` cache hints are REQUIRED on `DiscoverResult` (unlike the opt-in SEP-2549 hints
  on list and read results), so the spec defaults (`0`, `"private"`) fill in when the server was not configured with
  `ttl_ms`/`cache_scope`, and the configured SEP-2549 values are reused otherwise.
- The server identity rides in the result `_meta` as the optional `io.modelcontextprotocol/serverInfo` stamp
  instead of a top-level `serverInfo` field, following spec PR modelcontextprotocol/modelcontextprotocol#3002
  (the TypeScript SDK stamps `_meta` the same way and the Python `DiscoverResult` carries no top-level
  `serverInfo`, so the top-level placement was invisible to both). `Client#discover` and
  the `server_implementation` reader read the `_meta` stamp with a top-level fallback for servers built
  against the frozen SEP text, and the key is exposed as `RequestEnvelope::SERVER_INFO_META_KEY`.

Client side, both bundled transports learn the modern lifecycle, and `MCP::Client` negotiates it automatically by default:

- `MCP::Client#discover` sends `server/discover` and returns a `DiscoverResult` struct
  (`supported_versions`, `capabilities`, `server_info`, `instructions`, `ttl_ms`, `cache_scope`).
  It works before `connect`; the stdio transport's connect guard exempts `server/discover`
  and spawns the subprocess on demand.
- `connect` gains `mode:` and defaults to automatic negotiation, joining the Python, Go, and C# SDKs
  (the TypeScript SDK keeps a legacy default): transports whose `connect` declares `mode:`
  (the bundled HTTP and stdio transports) receive `:auto`, which probes `server/discover`
  and falls back to the legacy handshake on any discovery failure, including a successful discovery
  without a mutually supported modern version (rollout tolerance for servers that answer discovery
  while only serving legacy versions). Custom transports whose `connect` does not declare `mode:`
  keep receiving the historical legacy call shape, detected by keyword introspection;
  a bare `**kwargs` deliberately does not count, so wrappers and test doubles that absorb arbitrary keywords
  stay on the legacy shape. An explicit `:modern`/`:auto` against such a transport raises `ArgumentError`
  instead of silently downgrading.
- The mode vocabulary is `:legacy`/`:auto` (shared with the Python and TypeScript SDKs) plus an explicit `:modern`,
  instead of folding a version-string pin into `mode` as Python and TypeScript do: this client has carried
  the scalar `protocol_version:` keyword since the handshake landed, so a second version-bearing input would make
  the API ambiguous about which one wins. `mode:` stays the strategy and `protocol_version:` stays the version,
  the same orthogonal split as the Go and C# scalar version pins; Python's `mode="2026-07-28"` is expressed here
  as `mode: :modern` with `protocol_version: "2026-07-28"`.
- An explicit legacy-generation `protocol_version` (e.g. `"2025-11-25"`) pins the legacy handshake without a probe,
  so an explicitly requested version is never overridden by the default negotiation adopting the modern lifecycle.
  `mode: :legacy` forces the classic handshake unconditionally; prefer it for spawn-per-invocation CLI tools
  and when using server-initiated requests, which exist only on the legacy lifecycle.
- Because the raw `connect` return value and `server_info` mirror the wire result, their shape depends
  on the negotiated era (`InitializeResult` vs `DiscoverResult`). New era-independent readers absorb that difference:
  `MCP::Client#protocol_version` (negotiated or adopted version; backed by a new stdio transport reader and the existing HTTP one),
  `#server_capabilities`, `#instructions`, and `#server_implementation`, which reads the spec-final `_meta`
  `io.modelcontextprotocol/serverInfo` stamp with a top-level fallback and returns `nil` when a modern server
  does not identify itself. `server_info` remains the permanent raw window to everything the readers do not cover.
- The stdio `server/discover` probe is bounded by a new `DEFAULT_DISCOVER_PROBE_TIMEOUT` (5 seconds, matching the C# SDK)
  when no `read_timeout` was configured: a compliant legacy server answers the probe with `-32601` immediately,
  but a non-compliant one that silently drops unknown methods must read as legacy evidence for the auto fallback
  instead of blocking `connect` forever. Regular requests keep the unbounded default.
- In modern mode, the new shared `MCP::Client::ModernEnvelope` stamps the SEP-2575 `_meta` triple onto
  every request (never onto notifications, whose `_meta` carries no envelope), reusing the reserved key names
  from `MCP::RequestEnvelope`. The HTTP transport sends the matching `MCP-Protocol-Version` header and
  keeps the existing `Mcp-Method`/`Mcp-Name` mirror headers; no `Mcp-Session-Id` is ever attached because `initialize`
  is never sent.
- The conformance client pins `mode: :legacy`: the referee validates the legacy `initialize` handshake
  and its scenario servers do not expect a preceding probe.

Resolves #389.

## How Has This Been Tested?

New tests in `test/mcp/server_test.rb` pin the required cache hints (spec defaults and configured SEP-2549 values);
the existing discover assertions across `server_test.rb` and both transport test files were updated to
the modern-only `supportedVersions`.

New tests in `test/mcp/client_test.rb` cover the `DiscoverResult` struct mapping, `ValidationError`/`ServerError`
on malformed and error responses, and the mode resolution contract: the `:auto` default on transports declaring `mode:`,
the unchanged legacy call shape for transports without it, the legacy pin for an explicit stable `protocol_version`,
`ArgumentError` for explicit non-legacy modes on transports without `mode:`, unknown-mode rejection,
and the era-independent readers against legacy results, modern results, the `_meta` `serverInfo` stamp, and absence.

New tests in `test/mcp/client/http_test.rb` cover modern adoption via discovery, envelope stamping with
the matching header on subsequent requests, the no-mutual-version failure, both auto-mode fallbacks,
and argument validation. New tests in `test/mcp/client/stdio_test.rb` cover pre-connect `server/discover`,
modern adoption with envelope stamping and no `initialize` frame, the auto-mode fallback, the probe timeout
default applying only while probing, and the fallback when a server never answers the probe.

## Breaking Changes

`server/discover` responses change shape (modern-only `supportedVersions` plus the required `ttlMs`/`cacheScope`);
this method has not shipped in a gem release yet, so no released behavior changes.

On the bundled HTTP and stdio transports, `MCP::Client#connect` without `mode:` now probes `server/discover` before
the legacy handshake: against legacy servers this adds one round trip and an unknown-method entry in their logs with
an unchanged final result, and once a server serves the modern lifecycle the connection adopts it, changing
the raw result shape from `InitializeResult` to `DiscoverResult`. Pass `mode: :legacy` or an explicit legacy-generation
`protocol_version` to keep the previous behavior unconditionally, or use the era-independent readers, which are stable
across both lifecycles. Custom transports without `mode:` and direct `transport.connect` calls are unaffected.
2026-08-08 03:45:00 +09:00
..
client.rb Finalize server/discover and Add Client Modern Lifecycle Support per SEP-2575 2026-08-08 03:45:00 +09:00
client_runner.rb Support running MCP client conformance tests against the Ruby SDK 2026-05-08 15:11:28 +09:00
expected_failures.yml Support 2026-07-28 as the Latest Protocol Version 2026-07-31 12:55:21 +09:00
README.md Support running MCP client conformance tests against the Ruby SDK 2026-05-08 15:11:28 +09:00
server.rb Support resource subscriptions per MCP specification 2026-04-19 03:48:46 +09:00
server_runner.rb Support running MCP client conformance tests against the Ruby SDK 2026-05-08 15:11:28 +09:00

MCP Conformance Tests

Validates the Ruby SDK's conformance to the MCP specification using @modelcontextprotocol/conformance.

Prerequisites

  • Node.js (for npx)
  • bundle install completed

Running the Tests

Run all scenarios

bundle exec rake conformance

Runs both server and client conformance tests in sequence. Server conformance starts the conformance server and tests it. Client conformance spawns test servers for each scenario and invokes conformance/client.rb against them. Scenarios listed in expected_failures.yml are allowed to fail without affecting the exit code.

Environment variables

Variable Description Default
PORT Server port (server conformance only) 9292
SCENARIO Run a single scenario by name (all)
SPEC_VERSION Filter scenarios by spec version (all)
VERBOSE Show raw JSON output when set (off)
# Run a single server scenario
bundle exec rake conformance SCENARIO=ping

# Use a different port with verbose output
bundle exec rake conformance PORT=3000 VERBOSE=1

# Start the server on a specific port
bundle exec rake conformance_server PORT=3000

Start the server and test separately

# Terminal 1: start the server
bundle exec rake conformance_server

# Terminal 2: run all scenarios
npx @modelcontextprotocol/conformance server --url http://localhost:9292/mcp

# Terminal 2: run a single scenario
npx @modelcontextprotocol/conformance server --url http://localhost:9292/mcp --scenario ping

Keeps the server alive between test runs, which avoids the startup overhead when iterating on a single scenario. Stop the server with Ctrl+C when done.

List available scenarios

bundle exec rake conformance_list

Prints all scenario names that can be passed to SCENARIO.

SDK Tier Report

The MCP SDK Tier system requires SDK maintainers to self-assess and report results to the SDK Working Group via modelcontextprotocol/modelcontextprotocol issues.

To generate a full tier assessment report, use the /mcp-sdk-tier-audit slash command from the modelcontextprotocol/conformance repository with the conformance server running:

# Terminal 1 (this repository): start the conformance server
bundle exec rake conformance_server

# Terminal 2 (conformance repository): run the tier audit skill as a slash command in Claude Code
/mcp-sdk-tier-audit /path/to/modelcontextprotocol/ruby-sdk http://localhost:9292/mcp

The skill evaluates conformance pass rate, issue label taxonomy, triage metrics, documentation coverage, and policy compliance, then produces a markdown report suitable for tier advancement submissions.

File Structure

conformance/
  server.rb              # Conformance server (Rack + Puma, default port 9292)
  server_runner.rb       # Starts the server, runs npx conformance server, exits with result code
  client.rb              # Conformance client (invoked by npx conformance client)
  client_runner.rb       # Runs npx conformance client, exits with result code
  expected_failures.yml  # Baseline of known-failing scenarios (server and client)
  README.md              # This file

Known Limitations

Known-failing scenarios are registered in conformance/expected_failures.yml. They are allowed to fail without affecting the exit code and are tracked to catch regressions. These are shown in the output of bundle exec rake conformance.