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docs(cdp): Add OAuth2 authentication to Custom REST source#18124

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docs(cdp): Add OAuth2 authentication to Custom REST source#18124
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@inkeep inkeep Bot commented Jul 2, 2026

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This PR adds documentation for OAuth2 authentication support in Custom REST sources, based on PR #66792.

What's documented

  1. OAuth2 authentication type — Added to the authentication options table with supported fields (Client ID, Client secret, Token URL, Grant type, Refresh token, Scopes)

  2. OAuth2 configuration section — New subsection explaining:

    • Two supported grant types: client_credentials (machine-to-machine) and refresh_token (pre-obtained token)
    • authorization_code is not supported
    • Complete field reference table with required/optional status
    • Security notes (encrypted secrets, immutable token URL)
  3. OAuth2 troubleshooting — New section explaining:

    • What happens when tokens expire or are revoked (TOKEN_REFRESH_FAILED error)
    • How to reconnect by re-entering credentials in source settings

Key user-facing behavior

OAuth2 credentials are server-managed — there is no separate integration resource to create or manage. Users simply enter credentials directly in the source settings, and to reconnect after token expiration, they re-enter the client secret and/or refresh token in the same place.


This PR was created by the Inkeep Content Writer agent, which is maintained by the Docs and Wizard team. Please reach out on Slack for help if needed.

Add documentation for OAuth2 authentication in Custom REST sources,
reflecting the server-managed credential handling from PR #66792:

- Add OAuth2 row to the authentication type table
- Add OAuth2 configuration subsection with grant types and field reference
- Add troubleshooting section for OAuth2 token errors and reconnection
@inkeep inkeep Bot requested a review from MarconLP July 2, 2026 08:29
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Deploy preview

Status Details Updated (UTC)
🟢 Ready View preview Jul 02, 2026 08:43AM

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Vale prose linter → found 0 errors, 19 warnings, 0 suggestions in your markdown

Full report → Copy the linter results into an LLM to batch-fix issues.

Linter being weird? Update the rules!

contents/docs/cdp/sources/custom-rest-source.mdx — 0 errors, 19 warnings, 0 suggestions
Line Severity Message Rule
12:268 warning Capitalize 'Endpoints' for PostHog's product. Use 'endpoints' for the general industry concept. PostHogBase.ProductNames
20:4 warning 'Create a custom REST source' heading should be in sentence case, and product names should be capitalized. PostHogBase.SentenceCase
29:118 warning Capitalize 'Endpoints' for PostHog's product. Use 'endpoints' for the general industry concept. PostHogBase.ProductNames
52:6 warning 'OAuth2 configuration' heading should be in sentence case, and product names should be capitalized. PostHogBase.SentenceCase
87:13 warning 'JSONPath' is a possible misspelling. PostHogBase.Spelling
91:12 warning 'Paginator' is a possible misspelling. PostHogBase.Spelling
96:46 warning 'JSONPath' is a possible misspelling. PostHogBase.Spelling
97:44 warning 'JSONPath' is a possible misspelling. PostHogBase.Spelling
98:26 warning 'params' is a possible misspelling. PostHogBase.Spelling
108:12 warning 'JSONPath' is a possible misspelling. PostHogBase.Spelling
121:97 warning 'JSONPath' is a possible misspelling. PostHogBase.Spelling
122:105 warning 'JSONPath' is a possible misspelling. PostHogBase.Spelling
130:65 warning 'JSONPath' is a possible misspelling. PostHogBase.Spelling
130:112 warning 'params' is a possible misspelling. PostHogBase.Spelling
139:12 warning 'paginator' is a possible misspelling. PostHogBase.Spelling
139:62 warning 'JSONPath' is a possible misspelling. PostHogBase.Spelling
153:30 warning Capitalize 'Endpoints' for PostHog's product. Use 'endpoints' for the general industry concept. PostHogBase.ProductNames
174:5 warning 'OAuth2 token errors' heading should be in sentence case, and product names should be capitalized. PostHogBase.SentenceCase
182:5 warning 'Have a question? Ask PostHog AI' heading should be in sentence case, and product names should be capitalized. PostHogBase.SentenceCase

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Bundle report

Total JS (gzip)

6.29 MiB (+0.0 KiB / +0.0%)

Eager graph (static-import closure per entrypoint)

Entrypoint Eager size Budget Modules
app 24.21 MiB (no change) report-only 5516
Largest modules in the app closure
Module Size
css ./node_modules/.pnpm/css-loader@5.2.7_webpack@5.101.3/node_modules/css-loader/dist/cjs.js??ruleSet[1].rules[8].oneOf[1].use[1]!./node_modules/.pnpm/postcss-loader@4.3.0_postcss@8.5.6_webpack@5.101.3/node_modules/postcss-loader/dist/cjs.js??ruleSet[1].rules[8].oneOf[1].use[2]!./src/styles/global.css 708.0 KiB
./src/components/Stickers/Stickers.tsx 696.4 KiB
./.cache/caches/gatsby-plugin-mdx/mdx-scopes-dir/31a094f140f119e73085d847ae81b99b.js + 2 modules 579.3 KiB
./node_modules/.pnpm/@radix-ui+react-icons@1.3.2_react@18.3.1/node_modules/@radix-ui/react-icons/dist/react-icons.esm.js 481.4 KiB
./node_modules/.pnpm/@codemirror+view@6.38.2/node_modules/@codemirror/view/dist/index.js 458.1 KiB
./node_modules/.pnpm/rehype-raw@7.0.0/node_modules/rehype-raw/lib/index.js + 29 modules 395.1 KiB
./node_modules/.pnpm/@posthog+icons@0.36.6_react-dom@18.3.1_react@18.3.1__react@18.3.1/node_modules/@posthog/icons/dist/posthog-icons.cjs.js 364.8 KiB
./node_modules/.pnpm/@posthog+icons@0.36.6_react-dom@18.3.1_react@18.3.1__react@18.3.1/node_modules/@posthog/icons/dist/posthog-icons.es.js 354.8 KiB
./src/hooks/useCustomers.tsx + 54 modules 353.9 KiB
./node_modules/.pnpm/react-markdown@8.0.7_@types+react@16.14.66_react@18.3.1/node_modules/react-markdown/lib/react-markdown.js + 88 modules 351.4 KiB
./node_modules/.pnpm/cloudinary-core@2.14.0_lodash@4.17.21/node_modules/cloudinary-core/cloudinary-core.js 281.9 KiB
./src/components/ProductComparisonTable/index.tsx + 116 modules 267.6 KiB
./node_modules/.pnpm/@codesandbox+sandpack-react@2.20.0_react-dom@18.3.1_react@18.3.1__react@18.3.1/node_modules/@codesandbox/sandpack-react/dist/index.mjs 266.6 KiB
./node_modules/.pnpm/d3@7.9.0/node_modules/d3/src/index.js + 208 modules 247.4 KiB
./src/components/Pricing/PricingSlider/Slider.tsx + 87 modules 239.9 KiB

Eager-graph budgets are report-only until a baseline is established. Sizes are gzip of public/**/*.js; eager size is webpack module source bytes.

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github-actions Bot commented Jul 2, 2026

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Hey @MarconLP! This docs PR was generated for you by an agent. You're responsible for reviewing and merging it into production.

  1. Review and approve the PR
  2. Merge the PR
    a. Check the preview env and CI build and merge it yourself
    b. Enable auto-merge if you're confident in the changes

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