ruby-sdk/docs/_client/lifecycle.md
Koichi ITO 88831b46f6 Move the Documentation From README.md to the Documentation Site
Move the documentation that had grown to 3000+ lines in README.md onto https://ruby.sdk.modelcontextprotocol.io
and slim the README down to a quick start and feature overview, following the Python SDK layout:

- Add 21 server pages as the docs/_server/ collection (overview plus transports, discovery, tools, prompts, resources,
  roots, sampling, elicitation, multi round-trip results, notifications, notification subscriptions, cancellation, progress,
  ping, completions, logging, pagination, server context, configuration, and custom methods), 8 client pages as
  the docs/_client/ collection (overview, transports, lifecycle, multi round-trip results, cancellation, ping, pagination,
  and authorization), and 3 extension pages as the docs/_extensions/ collection (overview, capability extensions, and MCP Apps,
  following the Extensions Overview recommendation that SDK documentation list the supported extensions) -
  one page per topic, ordered to match the sidebar of the 2026-07-28 specification, with the client-side APIs
  (pinging, cancelling, and paginating from MCP::Client) documented under Building Clients
- Add top-level Examples and Protocol Versions pages after Installation, linking the runnable examples in examples/
  and summarizing the supported protocol versions, the era model, and client negotiation
- Render the three sections as just-the-docs collections, which list every page beneath a plain category heading in
  the sidebar with no folding, and serve every page at an extensionless URL under /server/, /client/, and /extensions/,
  matching the sibling SDK documentation sites
- Replace docs/building-servers.md and docs/building-clients.md with redirects to the new section overview pages via
  jekyll-redirect-from, redirect the previously published /installation.html to its extensionless URL, fold their content
  that was missing from README.md into the new pages, and update the Tool argument keys reference comment in lib/mcp/server.rb to
  the relocated Tools page
- Reduce README.md to the badges, a compact feature overview in the Python SDK style, installation instructions, a stdio
  server and client quick start, and a License section, using absolute URLs for the remaining repository links
  so they resolve on rubygems.org
- Adapt formatting where GitHub rendering habits break on the site: convert the numbered "three ways to define" lists into headings,
  since kramdown restarts numbering at 1 when code blocks split list items, convert GitHub-style alerts into just-the-docs callouts
  with the SEP-2260 server-to-client association note raised to a red warning, merge the duplicated Exception Reporting
  and Configuration Block Data sections into the Configuration page, and relocate the Streamable HTTP settings that were nested under
  the Logging section into the Transports page
- Refresh the migrated content against the current implementation: correct stale claims and broken samples the README carried,
  note on each session-era feature how it relates to the modern lifecycle of MCP 2026-07-28, and point spec links at the latest revision,
  keeping deliberate 2025-11-25 pins for pages the modern revision removed
- Style the site after the Rails API documentation palette (red links and accents on neutral surfaces) with matching
  light and dark color schemes, center the sidebar and content as one block, add a Previous/Next footer pager following
  the sidebar order, open external links in a new tab, and serve the MCP logo as the favicon

Every code block and heading from the previous README was verified to have a home in the new docs pages or the slimmed README before
the reduction; a few samples were corrected rather than copied, as noted above.
2026-08-21 13:24:04 +09:00

78 lines
4.1 KiB
Markdown

---
layout: default
title: Lifecycle
nav_order: 3
---
# Lifecycle
Before sending requests, a client establishes its lifecycle with the server: the classic `initialize` handshake
on legacy protocol versions, or the sessionless modern lifecycle of MCP 2026-07-28.
This page covers `MCP::Client#connect` and how it negotiates between the two.
## Handshake
Call `MCP::Client#connect` to perform the MCP [initialization handshake](https://modelcontextprotocol.io/specification/2025-11-25/basic/lifecycle#initialization) before sending any other requests. The client sends an `initialize` request through the transport, followed by the required `notifications/initialized` notification, and caches the server's `InitializeResult` (protocol version, capabilities, server info, instructions):
```ruby
client.connect
# => { "protocolVersion" => "2025-11-25", "capabilities" => {...}, "serverInfo" => {...} }
client.connected? # => true
client.server_info # => cached InitializeResult
```
`connect` accepts optional `client_info:`, `protocol_version:`, and `capabilities:` keyword arguments. It is idempotent: a second call returns the cached result without contacting the server. After `close`, state is cleared and `connect` will handshake again.
This applies to both the Stdio and HTTP transports described on the [Transports](/client/transports/) page.
By default `connect` [negotiates the lifecycle](#lifecycle-negotiation) first and performs this handshake
only when the server does not serve the modern lifecycle, or when `mode: :legacy` or a legacy `protocol_version:` forces it.
## Lifecycle Negotiation
`MCP::Client#connect` selects the protocol lifecycle automatically by default: on the bundled
`MCP::Client::HTTP` and `MCP::Client::Stdio` transports it probes [`server/discover`](/server/discovery/) first and adopts
the stateless modern lifecycle (MCP 2026-07-28, SEP-2575) when the server serves it, falling back to
the classic `initialize` handshake otherwise. Custom transports whose `connect` does not declare
a `mode:` keyword always receive the classic call shape, unchanged.
```ruby
client.connect # negotiate automatically (default)
client.connect(mode: :modern) # require the modern lifecycle; fails on legacy-only servers
client.connect(mode: :legacy) # force the classic initialize handshake
client.connect(protocol_version: "2025-11-25") # an explicit legacy version pins the handshake, no probe
```
Prefer `mode: :legacy` for spawn-per-invocation CLI tools (the probe adds a round trip per process)
and when using server-initiated requests (`on_elicitation` / `on_sampling`), which exist only on
the legacy lifecycle.
Because the raw `connect` return value and `MCP::Client#server_info` mirror the wire result,
their shape depends on the negotiated lifecycle: `InitializeResult` (`protocolVersion`,
top-level `serverInfo`) on legacy, `DiscoverResult` (`supportedVersions`, `ttlMs`/`cacheScope`)
on modern. Code that should work against both lifecycles can use the era-independent readers instead:
```ruby
client.protocol_version # negotiated or adopted version, either lifecycle
client.server_capabilities # capabilities Hash, either lifecycle
client.instructions # instructions text, either lifecycle
client.server_implementation # server name/version; nil when a modern server does not identify itself
```
Troubleshooting: if `server_info["protocolVersion"]` starts returning `nil` after a server you connect to was upgraded,
the server now serves the modern lifecycle and the automatic negotiation adopted it.
Pass `mode: :legacy` for an immediate return to the previous behavior, or switch to the readers above for a permanent fix.
## Explicit Discovery
`MCP::Client#discover` sends `server/discover` directly: sessionless capability discovery
that works before (or instead of) `connect`. It returns an `MCP::Client::DiscoverResult` struct
exposing `supported_versions`, `capabilities`, `server_info`, `instructions`, and
the `ttl_ms` / `cache_scope` cache hints; see the server [Discovery](/server/discovery/) page
for the wire shapes.
```ruby
result = client.discover
result.supported_versions # => ["2026-07-28"]
```