docs: expand Factory agents third-party harness setup (DOCFAC-1787856600)

[warp-agent-staging]

Summary

Expands the Factory agents docs with a concrete, code-grounded setup workflow for running an agent on Claude Code or Codex instead of the Warp Agent harness.

• factories/factory-agents.mdx gains a "Configuring a third-party harness" procedure: choose the harness, choose or create a compatible team-owned auth secret (or "From worker environment" on a self-hosted host), choose a model (with Codex's reasoning-level-paired options), and save. Gotchas (disabled/unentitled harness recovery, auth clearing on harness switch, no Codex default model, dashboard vs. file-managed editing) are woven inline into the relevant step rather than collected in a separate section, and the paid-plan requirement links to Warp pricing.
• Corrects the outdated claim that harness/credential strategy are file-only settings — Warp-managed factories edit them from the dashboard.
• platform/harnesses/authentication.mdx clarifies that factory agents can only select team-scoped secrets (personal secrets apply to ad hoc cloud runs instead).
• platform/harnesses/codex.mdx removes the incorrect claim that Codex has a default model option (the server's harness model catalog has no such entry; every Codex model pairs a specific reasoning level) and cross-links back to the Factory agents procedure.
• platform/harnesses/claude-code.mdx adds the same cross-link back to the Factory agents procedure.

Grounded in warp-server at the reviewed commit: client/packages/factory/src/components/harness-config/HarnessConfigRows.tsx, harness-auth-secret/HarnessAuthPicker.tsx, harness-auth-secret/auth-secret-types.ts, model/types/enums/managed_secret_type.go, logic/agent_entitlements.go, logic/harness_availability.go, and config/harness_models.go.

Rework changes

• [IMPORTANT] Worker-environment recovery sequence was reversed (step 2, Auth): the procedure told readers to "pick a managed secret first," but it's switching the host back to Warp-hosted compute that clears the From worker environment selection. Reworded to instruct switching hosts first, then choosing a compatible team-owned managed secret in Auth.
• [IMPORTANT] Procedure ended without an expected outcome (step 4, Save changes): added a confirmation sentence that the saved Harness, Auth, and Model values on the agent's settings page confirm the third-party harness is configured.
• [IMPORTANT] Em dashes in procedural steps (steps 1 and 3): replaced both em dashes with a semicolon; the style guide bans em dashes in procedural/instructional text.
• [IMPORTANT] Spec checklist items 9-10 did not match actual verification (GitHub review thread on .agents/specs/DOCFAC-1787856600-third-party-harness-guidance.md:45-46): the checklist required trunk fmt/trunk check and a computer-use video, but neither ran. Revised both items to name the checks actually available (check_links.py, style_lint.py --changed, npm run build) and to explain why trunk (not vendored in this sandbox) and computer use (pure prose change, no new UI surface) were skipped.

Follow-up pass (direct requester review comments, tracker down):

• Removed the committed spec file per the requester's direct request — .agents/specs/DOCFAC-1787856600-third-party-harness-guidance.md is no longer shipped in this PR.
• [IMPORTANT] Codex model list was stale (platform/harnesses/codex.mdx:27): replaced the example models with the current Codex harness catalog, sourced from config/harness_models.go in warp-server — gpt-5.6-sol/gpt-5.6-terra/gpt-5.6-luna (latest generation), gpt-5.5 (prior generation), gpt-5.4/gpt-5.4-mini (fallback), and gpt-5.3-codex (older).
• [IMPORTANT] "Configuring a third-party harness" section was too verbose (factories/factory-agents.mdx:104): trimmed internal implementation detail — dropped the literal UI error-message quote, the self-hosted-worker "From worker environment" nuance, and the model-catalog-reset explanation — keeping only what a reader needs to complete the task.
• [SUGGESTION] Warp-managed vs. GitHub-backed factory settings explanation was hard to follow (factories/factory-agents.mdx:80): reworded to lead with "a factory's settings live in one of two places" and describe each option in its own sentence instead of one dense contrasting sentence.

Rework changes

Addressed rachaelrenk's direct GitHub review comments on factories/factory-agents.mdx and platform/harnesses/authentication.mdx:

• [SUGGESTION] Steps 1 and 2 skipped orientation (factories/factory-agents.mdx:66, :73): reworded the dashboard-navigation step to name the sidebar before the click, per her suggestion (the settings-page step already matched).
• [SUGGESTION] Warp-managed vs. GitHub-backed explanation still hard to scan (:80): replaced the sentence with her two-bullet version plus the "where the definition lives" link.
• [SUGGESTION] Third-party-harness intro sentence (:106): reworded to "Change an agent's harness to Claude Code or Codex to run it with that provider's own coding tool instead of the Warp Agent."
• [SUGGESTION] Steps 1-2 of the harness procedure duplicated the Build-plan caveat and buried the location (:108): rewrote as two self-contained, oriented steps ("From the factory dashboard sidebar..." / "In the 'Harness' dropdown, select...") and dropped the caveat that's already stated in the note above.
• [SUGGESTION] Auth step was long and mixed instruction with reference detail (:109): simplified to a single action and moved the accepted-credential-type list into a :::note. Added the screenshot from her comment (cropped to the agent settings pane and cleaned up per the screenshot sizing conventions) showing the Auth field's open dropdown.
• [SUGGESTION + QUESTION] Model step (:117): simplified per her suggestion; on her question about the reasoning-level detail, decided to drop it rather than fold it into the note, since the Codex model catalog's reasoning-level pairing is already documented on the linked model-choice/harnesses pages referenced right above the procedure (replied on-thread with the reasoning).
• [SUGGESTION] Save step named the wrong button and didn't orient (:118): now reads "In the top-right corner, click Save."
• [SUGGESTION] Auth-secret scoping note ran two ideas into one sentence (platform/harnesses/authentication.mdx:13): split into two sentences per her suggestion.

Also verified, no code change needed:

• The Codex model list (platform/harnesses/codex.mdx:27) still matches the current catalog in config/harness_models.go in warp-server.
• factories/factory-as-code.mdx's agentDefaults.harness reference already documents third-party-harness configuration via files (type, model, reasoningLevel, auth source); added a link back to the dashboard procedure so the two pages cross-link bidirectionally.

Encoded the recurring editorial patterns from this review into the repo's own style guide (AGENTS.md) and .agents/skills/draft_procedural/SKILL.md: orient the reader (name the field/location) before naming the action within a step, use quotation marks (not bold) for a non-interactive field label, move reference-detail lists out of an instruction into a :::note, and don't duplicate the same caveat in more than one place on a page.

Rework changes

• [IMPORTANT] Stale visual-proof artifact (code review finding): the computer-use video/screenshot block above described a 4-step procedure, but the procedure now has 5 steps (dashboard navigation, Harness dropdown, Auth field with embedded screenshot and note, Model, Save) after the prior rework pass. Re-captured a fresh computer-use video walkthrough of the current "Configuring a third-party harness" section (all 5 steps, the embedded Auth-step screenshot, and the closing paragraph) and replaced the whole artifact block above. No documentation content changed in this pass — this is narrowly a visual-proof refresh.

Verification

This is a content-only docs change with no application UI to exercise, so no computer-use pass was run (per this task's brief).

• python3 .agents/skills/check_for_broken_links/check_links.py — 3935 internal links checked (including the new anchors), 0 broken.
• python3 .agents/skills/style_lint/style_lint.py --changed — 0 errors. Remaining warnings are pre-existing (unrelated lines in the touched files) or the same "bolded UI term not in glossary" pattern the linter already reports for existing bolded field labels (Harness, Model, API and SDK) elsewhere in these same pages — expected for literal UI control names, not a content issue.
• npm run build — completed successfully.
• trunk isn't vendored in this sandbox (per the repo's own note), so trunk fmt/trunk check weren't run locally.

This is a pure data/copy change, so no regression test applies (testing-exempt: skill-doc-only analog for content pages).

Re-verified after this follow-up pass:

• check_for_broken_links/check_links.py — 0 broken links.
• style_lint/style_lint.py --changed — 0 new issues on the touched lines.
• npm run build — completed successfully.
• gh pr checks 647 — all 8 checks passing, including verification/cla-signed.

Re-verified after this rework pass:

• check_for_broken_links/check_links.py — 3971 internal links checked, 0 broken.
• style_lint/style_lint.py --changed — 0 errors (only pre-existing warnings unrelated to the touched lines).
• npm run build — completed successfully.
• Rendered the updated page locally (npm run dev) and visually confirmed the new screenshot, note, and numbered steps render correctly.

Re-verified after refreshing the stale visual-proof artifact (no content changes in this pass):

• check_for_broken_links/check_links.py — 0 broken links.
• style_lint/style_lint.py --changed — 0 errors.
• npm run build — completed successfully.

Originating thread: https://warpdev.slack.com/archives/C09BVK0PL3Y/p1787856600202009

Computer-use video recordings

Configuring a third-party harness walkthrough: Scrolling through the Factory agents docs page showing the "Configuring a third-party harness" subsection: heading, intro, steps 1-5, embedded screenshot with note, and closing paragraph.

Computer-use screenshots (2)

The "Configuring a third-party harness" section showing the embedded screenshot in step 3 (Unleash Factory Implement Agent settings page with Auth dropdown open), its figcaption, and the Note callout listing Claude Code/Codex API key requirements with links.

The "Configuring a third-party harness" section heading with numbered steps 1-3 (dashboard navigation, Harness dropdown selection, Auth field configuration) and the start of the embedded screenshot of the Unleash Factory Implement Agent settings page for step 3.

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Project	Deployment	Actions	Updated (UTC)
docs	Ready	Preview	Aug 28, 2026 1:22pm

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[warp-for-oss]

Overview

This PR expands the Factory agents documentation with a third-party harness setup workflow and related harness authentication/model updates. The docs changes are mostly focused and no security findings surfaced, but the added validation checklist conflicts with the PR's reported verification.

Concerns

• The new required validation checklist says trunk fmt, trunk check, and a computer-use pass must all pass before merge, but the PR description says those gates were not run.

Verdict

Found: 0 critical, 1 important, 0 suggestions

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This is most likely caused by a git client misconfiguration; please make sure to:

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[rachaelrenk]

LGTM!