PaperClipAI/maps/agent-access-map/routines.md

Routines, schedules, and triggers — agent access

Product map: Routines, schedules, and triggers.

Review date: 2026-10-12. Source commit: 58e16dbddfc9c8d0cf60867f9d9847f0feda055b. Native REST transport reconciled in this change; see the shared transport contract.

This is a source-reviewed baseline of representative operations and known gaps. Each capability needs operation-level review before its entire scope can be qualified. No live agent execution is claimed. Follow the map contract for format, permission checks, evidence and maintenance.

definition

Review: baseline.

API: present — representative operation IDs:

• POST /api/companies/{companyId}/routines.
• PATCH /api/routines/{id}.

Agent access: available — Agent REST / native call_api / CLI routine create/update; optional installed MCP generic request.

Policy: Agents may read company routines but only create/manage routines assigned to themselves; trigger secrets need secure handling.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — exercise a listed permitted operation with actual agent credentials/run context; inspect its result and applicable persistence/attribution. Assert the relevant denied actor, owner, company or mode from Policy. Review the remaining operations before qualifying the whole capability.

Gaps: No dedicated production manage_routine binding; generic call_api provides the permitted REST path. Creation needs a responsible user resolved from the parent issue or company default.

triggers

Review: baseline.

API: present — representative operation IDs:

• POST /api/routines/{id}/triggers.
• PATCH /api/routine-triggers/{id}.

Agent access: available — Owned-routine agent REST / native call_api / CLI trigger commands.

Policy: Agents may read company routines but only create/manage routines assigned to themselves; trigger secrets need secure handling.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — exercise a listed permitted operation with actual agent credentials/run context; inspect its result and applicable persistence/attribution. Assert the relevant denied actor, owner, company or mode from Policy. Review the remaining operations before qualifying the whole capability.

Gaps: No dedicated production trigger-management binding; generic call_api provides the permitted REST path. Credential replies use inline delivery and encrypted mutation receipts rather than shared response assets.

The host-only GET /api/instance/task-drain?idleSleepSafety=1&scheduledWake=1 extension reports the earliest supported future routine deadline under an owned idle hold. It requires signed Cloud control authority; company agents and tenant admin tokens cannot use it. It does not grant routine management or execution authority. See the hosting protocol and route authorization tests. These are local contract checks, not a live provider sleep/wake qualification.

run-now

Review: baseline.

API: present — representative operation IDs:

• POST /api/routines/{id}/run.

Agent access: partial — Owned-routine agent REST / CLI run; native call_api from an authorized active run.

Policy: Agents may read company routines but only create/manage routines assigned to themselves; trigger secrets need secure handling.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — exercise a listed permitted operation with actual agent credentials/run context; inspect its result and applicable persistence/attribution. Assert the relevant denied actor, owner, company or mode from Policy. Review the remaining operations before qualifying the whole capability.

Gaps: Scheduled/waiting native agents cannot independently call this operation: native authority requires a running bound run. A separate control binding remains absent.

history

Review: baseline.

API: present — representative operation IDs:

• GET /api/routines/{id}/runs.
• GET /api/routines/{id}/revisions.

Agent access: available — REST / native call_api / CLI routine.

Policy: Agents may read company routines but only create/manage routines assigned to themselves; trigger secrets need secure handling.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — exercise a listed permitted operation with actual agent credentials/run context; inspect its result and applicable persistence/attribution. Assert the relevant denied actor, owner, company or mode from Policy. Review the remaining operations before qualifying the whole capability.

Gaps: Runs are readable in company scope; configuration revision access checks routine ownership for agents.

management

Review: baseline.

API: present — representative operation IDs:

• PATCH /api/routines/{id}.

Agent access: available — Owned-routine agent REST / native call_api / CLI.

Policy: Agents may read company routines but only create/manage routines assigned to themselves; trigger secrets need secure handling.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — exercise a listed permitted operation with actual agent credentials/run context; inspect its result and applicable persistence/attribution. Assert the relevant denied actor, owner, company or mode from Policy. Review the remaining operations before qualifying the whole capability.

Gaps: Pause/archive mutations have a generic native REST path under routine ownership rules. Plugin-managed routine rules remain separate.

Execution resolves referenced project skills against agent/responsible-user access, then saves immutable version selections in the heartbeat execution context. New runs resolve latest installed content; resumed runs retain selections and recheck access. An unavailable explicit reference produces an actionable configuration error. Live agent execution across an upstream update remains required acceptance evidence.