Files
PaperClipAI/docs/guides/board-operator/creating-a-company.md
Devin FoleyandPaperclip bf982c8c83 Normalize adapter display labels (#8913)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Adapter names are part of the board-facing agent setup and
management experience.
> - The product now treats adapters as harnesses, while execution
environments are modeled separately.
> - Several built-in adapter labels still carried legacy local wording
from the older harness-by-environment model.
> - That wording makes the UI noisier and implies a distinction users no
longer need to reason about.
> - This pull request normalizes adapter display labels while keeping
persisted adapter type identifiers unchanged.
> - The benefit is clearer adapter selection and management copy without
a database migration.

## Linked Issues or Issue Description

No public GitHub issue was found for this exact cleanup.

Related public PRs:

- Supersedes #8910, an earlier branch for the same cleanup that did not
include the later docs/gateway/Cursor alignment.
- Refs #8819, which is related display-registry work for external
multi-segment adapter labels, but not a duplicate of this built-in label
cleanup.

Feature request details:

- Subsystem affected: Cross-cutting (`ui/`, `packages/adapters`, and
docs).
- Problem or motivation: user-facing adapter names include legacy local
qualifiers even though adapters map to harnesses and environments are
first-class elsewhere.
- Proposed solution: remove the legacy local wording from built-in
display labels, keep machine-readable adapter type ids unchanged, and
keep gateway disambiguation where it is useful.
- Alternatives considered: changing persisted adapter type ids was ruled
out because it would create migration and compatibility risk; one-off UI
replacements were ruled out because the display registry is already the
correct central label boundary.
- Roadmap alignment: this is small adapter UX polish, not a new
roadmap-level core feature.

## What Changed

- Updated the adapter display registry so known adapter labels are final
and no built-in local adapter renders a legacy local suffix.
- Preserved clean derived labels for unknown plugin local types while
keeping gateway disambiguation for unknown gateway types.
- Updated `AdapterManager` to prefer registry labels when the server
reports raw adapter type ids for built-ins.
- Removed legacy local wording from built-in adapter metadata labels in
UI and adapter packages.
- Aligned Cursor adapter metadata with the central display registry
label.
- Updated adapter docs and Storybook fixtures to match the new display
names.
- Added focused registry coverage for built-in labels and unknown plugin
suffix behavior.

## Verification

- `pnpm check:tokens`
- `git diff --check origin/master...fix/adapter-display-labels`
- Patch-addition scan for added secrets, private paths, and internal
links: no matches.
- GitHub duplicate search for open adapter-label/local-suffix issues and
PRs; #8910 was identified as the older superseded public PR.
- `pnpm exec vitest run
ui/src/adapters/adapter-display-registry.test.ts`
- `pnpm --filter @paperclipai/ui typecheck`
- Stale-label scan found no remaining user-facing display-label
suffixes; remaining local wording is operational/test terminology such
as adapter ids, docs about running locally, and test descriptions.

## Risks

Low risk. The change is display-label and documentation focused, and
adapter type ids remain unchanged. The main risk is ambiguous gateway
naming, mitigated by keeping explicit gateway labels where variants need
disambiguation.

## Model Used

OpenAI GPT-5 via Codex, tool-enabled coding agent in a local repository
workspace. Context window size is not exposed by this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-02 21:32:50 -07:00

1.8 KiB

title, summary
title summary
Creating a Company Set up your first autonomous AI company

A company is the top-level unit in Paperclip. Everything — agents, tasks, goals, budgets — lives under a company.

Step 1: Create the Company

In the web UI, click "New Company" and provide:

  • Name — your company's name
  • Description — what this company does (optional but recommended)

Step 2: Set a Goal

Every company needs a goal — the north star that all work traces back to. Good goals are specific and measurable:

  • "Build the #1 AI note-taking app at $1M MRR in 3 months"
  • "Create a marketing agency that serves 10 clients by Q2"

Go to the Goals section and create your top-level company goal.

Step 3: Create the CEO Agent

The CEO is the first agent you create. Choose an adapter type (Claude Code is a good default) and configure:

  • Name — e.g. "CEO"
  • Role — ceo
  • Adapter — how the agent runs (Claude Code, Codex, etc.)
  • Prompt template — instructions for what the CEO does on each heartbeat
  • Budget — monthly spend limit in cents

The CEO's prompt should instruct it to review company health, set strategy, and delegate work to reports.

Step 4: Build the Org Chart

From the CEO, create direct reports:

  • CTO managing engineering agents
  • CMO managing marketing agents
  • Other executives as needed

Each agent gets their own adapter config, role, and budget. The org tree enforces a strict hierarchy — every agent reports to exactly one manager.

Step 5: Set Budgets

Set monthly budgets at both the company and per-agent level. Paperclip enforces:

  • Soft alert at 80% utilization
  • Hard stop at 100% — agents are auto-paused

Step 6: Launch

Enable heartbeats for your agents and they'll start working. Monitor progress from the dashboard.