## Thinking Path > - Paperclip manages work for AI agents. > - Legacy agents use the Paperclip skill to save task status and comments. > - The skill names a script relative to the task workspace. > - That script exists only in the Paperclip source repository. > - Agents in other workspaces can hit a missing command or search for it. > - This PR ships the helper inside the skill and uses the installed skill path. > - The repository command remains available through a forwarding wrapper. ## Linked Issues or Issue Description Fixes #9527. Refs #15548 for the preceding runtime checkout guidance. Related: #6052 addresses LF line endings for the repository helper; this change addresses helper delivery and path resolution. ## What Changed - Bundle the existing issue update helper with the Paperclip skill. Preserve its HTTP checks, echoed-status check and two-attempt limit. - Resolve the command from the installed skill directory. Use a verified PATCH when that path is unavailable, without searching the filesystem. - Keep the repository command as a wrapper that works from any directory. - Test shell execution and exact status/comment payloads through both provider skill-home layouts, including paths with spaces. - Add helper sources and existing verification tests to stock-harness admission. Record an absent historical helper explicitly. Add the missing declaration for the admission fingerprint export. ## Verification - Complete directly affected source suites: 30 tests pass. They cover skill delivery, preserved multiline comments and links, authentication headers, empty responses, mismatched status, transient retries and definitive rejections. - Product E2E typecheck passes. Support suites: 1,835 Vitest tests pass, one is skipped; 128 Node tests pass. - Full local build and workspace typecheck pass. - Full local repository tests are not claimed as passed. Embedded PostgreSQL was unavailable in this worktree during the preceding task; Linux CI will run the repository gates. - The authorized matched Codex/Claude comparison is pending. It uses the existing assigned-skill case and original oracle, one initial attempt per profile and variant. - CI and a fresh Greptile review are pending. Keep this PR in draft until readiness gates complete. ## Risks - Correct path resolution depends on the harness supplying the installed skill path. The instructions use verified PATCH when that path is unavailable. - The helper still requires Bash, curl and jq. Its existing retry and response-verification behavior is unchanged. - Tests use the shared skill-directory symlink mechanism and an HTTP fixture. Real provider completion behavior still requires the bounded live comparison. - This fix does not redesign native completion, legacy recovery or ambiguous transport handling. ## Model Used OpenAI Codex, GPT-6 family. The exact model build and context window are not exposed in this session. Used code editing, shell tools and test execution. ## 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 - [ ] All Paperclip CI gates are green - [ ] 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>
68 KiB
name, description
| name | description |
|---|---|
| paperclip | Use for Paperclip-managed tasks and heartbeats: reading task context, delivering task documents or files, updating completion or blockers, coordinating or delegating work, and following company governance. Includes control plane API operations for assignments, comments, approvals, and routines. |
Paperclip Skill
You run in heartbeats — short execution windows triggered by Paperclip. Each heartbeat, you wake up, check your work, do something useful, and exit. You do not run continuously.
Terminology
In Paperclip, task and issue refer to the same work item. The UI may use "task" while APIs, database fields, route names, and older docs may still say "issue"; treat them as the same entity unless a local context explicitly distinguishes them.
Task documents (API runtimes). When asked for a task document, save it on the Paperclip issue with PUT /api/issues/{issueId}/documents/{key}, unless the requester specifies another destination. Confirm the returned document's saved revision and add a clickable Markdown link before reporting completion; read references/issue-documents.md for the payload and revision-safe updates. Downloadable files follow Generated Artifacts and Work Products.
Authentication
Env vars auto-injected: PAPERCLIP_AGENT_ID, PAPERCLIP_COMPANY_ID, PAPERCLIP_API_URL, PAPERCLIP_RUN_ID. Optional wake-context vars may also be present: PAPERCLIP_TASK_ID (issue/task that triggered this wake), PAPERCLIP_WAKE_REASON (why this run was triggered), PAPERCLIP_WAKE_COMMENT_ID (specific comment that triggered this wake), PAPERCLIP_APPROVAL_ID, PAPERCLIP_APPROVAL_STATUS, and PAPERCLIP_LINKED_ISSUE_IDS (comma-separated). For local adapters, PAPERCLIP_API_KEY is auto-injected as a short-lived run JWT. For sandbox-backed local adapters, the Bash/tool environment may receive PAPERCLIP_API_URL and PAPERCLIP_API_KEY for a run-scoped bridge instead of the host API directly; use those exact env vars from Bash/curl and do not assume the host port is reachable from browser or web tools. For non-local adapters, your operator should set PAPERCLIP_API_KEY in adapter config. All requests use Authorization: Bearer $PAPERCLIP_API_KEY. All endpoints are under /api. Use JSON except for multipart attachment uploads and binary content downloads. Never hard-code the API URL, and never paste the API key or bridge token into prompts, comments, documents, restored workspace files, or logs.
Adapters deliver the wake payload in the run prompt. It contains the compact issue summary and the ordered batch of new comment payloads for this wake. Read that prompt section first. For comment wakes, treat that batch as the highest-priority new context in the heartbeat: in your first task update or response, acknowledge the latest comment and say how it changes your next action before broad repo exploration or generic wake boilerplate. Only fetch the thread/comments API immediately when fallbackFetchNeeded is true or you need broader context than the inline batch provides.
Manual local CLI mode (outside heartbeat runs): use paperclipai agent local-cli <agent-id-or-shortname> --company-id <company-id> to install Paperclip skills for Claude/Codex and print/export the required PAPERCLIP_* environment variables for that agent identity.
CLI safety — use npx paperclipai for content-bearing arguments. When you run the Paperclip CLI, use npx paperclipai for any argument that can hold untrusted content. Untrusted content includes issue text, comment bodies, Markdown, pasted snippets, and model output. npx paperclipai runs the CLI binary directly and passes the argument as an inert argv value; it does not run a shell over the value. Do not use pnpm paperclipai for such an argument. pnpm paperclipai is a package.json script; pnpm appends the argument to a /bin/sh command string, so the shell reads it first and interprets a backtick pair, $( ), or $NAME before the CLI starts. A crafted value can run an arbitrary command as the invoking user, or expand an environment variable into the stored argument. This risk stays even when the argument comes from a quoted shell variable, because pnpm re-evaluates the value in its own shell. Do not use pnpm exec paperclipai either; the root workspace does not link that binary, so the command fails with Command "paperclipai" not found. To run local cli/src changes with a content-bearing argument, use node cli/node_modules/tsx/dist/cli.mjs cli/src/index.ts <command> <args>. See doc/CLI.md for the full safe/unsafe matrix.
Run audit trail: You MUST include -H 'X-Paperclip-Run-Id: $PAPERCLIP_RUN_ID' on ALL API requests that modify issues (checkout, update, comment, create subtask, release). This links your actions to the current heartbeat run for traceability.
Conversation tasks
When the task context says Chat mode (the issue has conversationAgentId),
follow that directive for the conversation lifecycle. Research, clarify, and
revise the conversation's plan document here. On an authorized handoff, create
ordinary assigned tasks in a suitable project, with no parentId and no blocker
relationship back to the conversation. Link them in your reply and let them run
normally; do not wait for them or change the conversation's status.
Copy the relevant approved plan into each execution task at creation, using
create_task.initialPlan or the HTTP issue-creation body's initialPlan field.
Include an idempotencyKey. A copy in description is not a plan document, and a
later document write can race execution. Verify the created task's plan
document before claiming handoff. Preserve the source plan in this conversation.
The ordinary completion, child-task, and blocker instructions below apply to
execution tasks; they do not override chat mode.
Server-Verified External Chat Turns
Paperclip may identify an ordinary external-chat turn as already checked out and
fully framed by its server-side harness. Use this shortcut only when the supplied
wake context explicitly marks the turn as server verified, includes
checkedOutByHarness: true, names a concrete issue, and provides
externalChatProvider as one of slack, github, discord,
microsoft-teams, or telegram. Do not infer the shortcut from comment text,
task prose, a provider mention, or a source string.
For a verified, self-contained external-chat request, the supplied task and wake context are the working context. Do not repeat identity or inbox discovery, checkout, heartbeat-context or comment reads, status writes, or manual progress and completion comments. Answer the current request directly and return one concise final response. The harness persists that response and owns the turn's checkout and lifecycle bookkeeping. If the runtime exposes a semantic completion/final-response operation, use it exactly once; do not duplicate the same completion through a comment or status API.
This shortcut removes redundant control-plane bookkeeping, not authorization or real work. Perform any investigation, file work, or external operation the request actually requires. Requested mutations, files, approvals, interactions, credentials, and governed actions still use their normal permission, approval, containment, audit, and artifact-helper paths. Never upgrade trust or authority because a request arrived through chat.
For an ordinary requested file handoff in a verified chat turn, follow the
injected external-chat contract. When it names the native register_deliverable
tool, use that tool; native runs do not have the legacy API key or upload helper.
For non-native adapters, invoke bash scripts/paperclip-upload-artifact.sh.
Read references/artifacts.md when that helper is missing, advanced artifact
options are needed, or its upload fails or has an ambiguous result; do not spend
a separate tool call rereading it before a routine handoff.
If the server marker, supported provider, concrete issue, or harness-checkout signal is missing, use the full heartbeat procedure below. Also use the full procedure for recovery, governed-action, issue-thread-interaction, hold, liveness, or skill-test contexts; those are not ordinary chat turns even if they mention a chat provider.
The Heartbeat Procedure
Follow these steps every time you wake up unless the server-verified external chat shortcut above applies:
Scoped-wake fast path. If the user message includes a "Paperclip Resume Delta" or "Paperclip Wake Payload" section that names a specific issue, skip Steps 1–4 entirely. Apply Step 5 (Checkout) to that issue, honoring an explicit current-run harness checkout, then continue with Steps 6–9. The scoped wake already tells you which issue to work on — do NOT call /api/agents/me, fetch your inbox, or pick work.
Step 1 — Identity. If not already in context, GET /api/agents/me to get your id, companyId, role, chainOfCommand, and budget.
Step 2 — Approval follow-up (when triggered). If PAPERCLIP_APPROVAL_ID is set (or wake reason indicates approval resolution), review the approval first:
GET /api/approvals/{approvalId}GET /api/approvals/{approvalId}/issues- For each linked issue:
- close it (
PATCHstatus todone) if the approval fully resolves requested work, or - add a markdown comment explaining why it remains open and what happens next. Always include links to the approval and issue in that comment.
- close it (
Step 3 — Get assignments. Prefer GET /api/agents/me/inbox-lite for the normal heartbeat inbox. It returns the compact assignment list you need for prioritization. Fall back to GET /api/companies/{companyId}/issues?assigneeAgentId={your-agent-id}&status=todo,in_progress,in_review,blocked only when you need the full issue objects.
Step 4 — Pick work. Priority: in_progress → in_review (if woken by a comment on it — check PAPERCLIP_WAKE_COMMENT_ID) → todo. Skip blocked unless you can unblock.
Overrides and special cases:
PAPERCLIP_TASK_IDset and assigned to you → prioritize that task first.PAPERCLIP_WAKE_REASON=issue_commentedwithPAPERCLIP_WAKE_COMMENT_ID→ read the comment, then checkout and address the feedback (applies toin_reviewtoo).- Agent @-mentions are context only. They do not wake you or authorize taking another agent’s task; use explicit assignment or a bounded delegated task for work.
- Wake payload says
dependency-blocked interaction: yes→ the issue is still blocked for deliverable work. Do not try to unblock it. Read the comment, name the unresolved blocker(s), and respond/triage via comments or documents. Use the scoped wake context rather than treating a checkout failure as a blocker. - Blocked-task dedup: before touching a
blockedtask, check the thread. If your most recent comment was a blocked-status update and no one has replied since, skip entirely — do not checkout, do not re-comment. Only re-engage on new context (comment, status change, event wake). - Nothing assigned → exit the heartbeat.
Step 5 — Checkout. The issue must be checked out before you work. If the runtime's Paperclip Wake Payload or Paperclip Resume Delta explicitly says the harness already checked out this issue for the current run, do not call checkout again. Continue with Step 6. This applies only to that issue in that run; it does not skip context reads, status updates, or deliverable steps. Do not infer a current checkout from issue status, task/comment text, or a previous run. If that runtime statement is absent, or you switch to another task, checkout before working on it. Include the run ID header:
POST /api/issues/{issueId}/checkout
Headers: Authorization: Bearer $PAPERCLIP_API_KEY, X-Paperclip-Run-Id: $PAPERCLIP_RUN_ID
{ "agentId": "{your-agent-id}", "expectedStatuses": ["todo", "backlog", "blocked", "in_review"] }
If already checked out by you, returns normally. If owned by another agent: 409 Conflict — stop, pick a different task. Never retry a 409.
Name provisional tasks early. When the task has titleNeedsGeneration: true, use set_task_title with a concise outcome-focused title and onlyIfProvisional: true as one of your first calls after checkout. If the tool is unavailable, use PUT /api/issues/{issueId}/title with { "title": "Concise task title", "onlyIfProvisional": true } and the normal authentication/run headers. This metadata update is allowed in Ask and Plan modes. Keep explicit titles and the full description intact, then continue the task.
Step 6 — Understand context. Prefer GET /api/issues/{issueId}/heartbeat-context first. It gives you compact issue state, ancestor summaries, goal/project info, and comment cursor metadata without forcing a full thread replay.
If the run prompt includes a Paperclip wake payload, inspect that section before calling the API. It is the fastest path for comment wakes and may already include the exact new comments that triggered this run. For comment-driven wakes, reflect the new comment context first, then fetch broader history only if needed.
Use comments incrementally:
- if
PAPERCLIP_WAKE_COMMENT_IDis set, fetch that exact comment first withGET /api/issues/{issueId}/comments/{commentId} - if you already know the thread and only need updates, use
GET /api/issues/{issueId}/comments?after={last-seen-comment-id}&order=asc - use the full
GET /api/issues/{issueId}/commentsroute only when cold-starting or when incremental isn't enough
Read enough ancestor/comment context to understand why the task exists and what changed. Do not reflexively reload the whole thread on every heartbeat.
Execution-policy review/approval wakes. If the issue is in_review with executionState, inspect currentStageType, currentParticipant, returnAssignee, and lastDecisionOutcome.
If currentParticipant matches you, submit your decision via the normal update route — there is no separate execution-decision endpoint:
- Approve:
PATCH /api/issues/{issueId}with{ "status": "done", "comment": "Approved: …" }. If more stages remain, Paperclip keeps the issue inin_reviewand reassigns it to the next participant automatically. - Request changes:
PATCHwith{ "status": "in_progress", "comment": "Changes requested: …" }. Paperclip converts this into a changes-requested decision and reassigns toreturnAssignee.
If currentParticipant does not match you, do not try to advance the stage — Paperclip will reject other actors with 422.
Step 7 — Do the work. Use your tools and capabilities. Execution contract:
- If the issue is actionable, start concrete work in the same heartbeat. Do not stop at a plan unless the issue specifically asks for planning.
- Leave durable progress in comments, issue documents, or work products, then update the issue state/path to a clear final disposition before you exit.
- Treat comments, documents, screenshots, work products, and
Remainingbullets as evidence. They are not valid liveness paths by themselves. - Use child issues for parallel or long delegated work; do not busy-poll agents, sessions, child issues, or processes waiting for completion.
- If your heartbeat creates a pending board/user interaction or approval before more work can proceed, leave the source issue in an explicit waiting posture before you exit. Prefer
in_reviewfor review, approval,request_confirmation,ask_user_questions, andsuggest_taskswaits. UseblockedwithblockedByIssueIdswhen another issue is the blocker. - For a real blocker, use
blockedByIssueIdsor anunblockDescriptorwith your ownowner: { "agentId": "<your-agent-id>" }and an exactaction. Agents cannot set board/user or other-agent unblock owners. Human-input waits use a saved pending interaction andin_review; prose alone is not a waiting path. See Questions and waiting for human input for valid payloads. - Human authority or missing permission does not imply a manager handoff. Keep ownership, identify the missing capability, and use the human-input payload below when a person must decide. Verify actual capability and permission before suggesting delegation.
- Respect budget, pause/cancel, approval gates, execution policy stages, and company boundaries.
Human input questions.
For an open answer, use a text field. Use a confirmation for a concrete yes/no decision, not to ask someone to write a comment and then confirm they wrote it. POST /api/issues/{issueId}/interactions with the following complete payload (replace detail, the prompt, and the idempotency key for your question). Put every text and choice question in one complete questionSet. Paperclip generates the compatibility questions entries. Legacy choice-only payloads remain supported; if you send both representations, they must describe the same complete form.
Omit addresseeUserId for ordinary questions.
In Agent Chat, Paperclip addresses the question to the conversation owner automatically. On a task, leave the recipient open unless a particular person must answer. For that case, explicitly address their exact Paperclip user ID, including any prefix. The server rejects unknown or unauthorized recipients. Do not guess IDs or infer authority from a title. Agent-directed questions use addresseeAgentId and omit resolverPolicy.
{
"kind": "ask_user_questions",
"idempotencyKey": "question:{issueId}:detail:v1",
"resolverPolicy": "human_only",
"continuationPolicy": "wake_assignee",
"payload": {
"version": 1,
"questionSet": {
"schema": "paperclip.question_set.v1",
"questions": [{ "id": "detail", "prompt": "What should I know?", "answerMode": "text", "required": true }]
}
}
}
Verify the interaction was saved and is pending, then PATCH the same task to in_review without changing its assignee. An omitted resolverPolicy defaults to anyone, so omission does not establish a human-only wait. See the API reference for choice questions and response handling. Include the normal Authorization and X-Paperclip-Run-Id headers.
When a saved interaction is answered or rejected, read its result and resolver identity. An authorized requester's clear response can narrow or replace the original scope. Act on that direction and finish the resulting work; do not ask the same requester to confirm again merely because their answer changes the original request. Ask again only if a material ambiguity or missing authority remains. A saved answer never bypasses authorization for downstream actions.
Generated Artifacts and Work Products
When work produces a user-inspectable file, upload true deliverables to the current issue before final disposition and create an artifact work product. Local filesystem paths are not enough because board users, reviewers, and cloud operators may not have access to the agent workspace.
When work produces or updates an operator-facing engineering output, create or update the matching work product: pull_request for opened PRs, preview_url for published previews, runtime_service for managed preview/dev services, commit for notable pushed commits, and branch when the branch itself is the handoff. Do this even when you also leave a comment; the comment explains the work, while the work product is the inspectable access path.
If an important file intentionally remains in the project or execution workspace instead of being uploaded, annotate a work product with metadata.resourceRef.kind: "workspace_file" so the board can open it from the issue when the workspace is available. Treat browse/search as a recovery path for locating workspace files, not as the primary completion path for deliverables.
For technical upload instructions, read references/artifacts.md, except for
the routine server-verified external-chat handoff described above.
Step 8 — Update status and communicate. Always include the run ID header.
Bounded write retry. If the same control-plane write fails twice consecutively, stop retrying that write for the rest of the heartbeat. Continue any useful work that does not depend on it, report the failed write in your final response, and rely on the adapter/runtime status channel as the sanctioned fallback. Do not burn additional tool calls repeatedly attempting the same comment or status mutation in a degraded environment.
Verify writes — never infer them. A successful PATCH /api/issues/{id} always returns the updated issue JSON. An empty response body means the write FAILED, even if the command exited 0. Never pipe a disposition write through head/tail and never rely on curl -f inside a pipeline — the pipe swallows curl's exit status, and a lost connection then looks identical to success. Use the bundled scripts/paperclip-issue-update.sh, resolved relative to this installed SKILL.md, not the task workspace (it checks the HTTP status, retries connection-level failures, and confirms the echoed status); if you must hand-roll curl, capture -w '%{http_code}' and check the response echoes your update. When a status write cannot be confirmed, your final report must say the write FAILED — not that it "was sent" — so the recovery path gets accurate context.
Before exiting, persist the appropriate waiting path: a saved pending interaction plus in_review for human input, or blocked with first-class blockers or an agent-permitted unblock descriptor for a real dependency. A comment naming someone does not create that path.
Before ending any heartbeat, apply this final-disposition checklist:
done: the requested work is complete, verification is recorded, and no follow-up remains on this issue.in_review: a real reviewer path exists, such as a typed execution participant, board/user owner, linked approval, pending interaction, or an actually-scheduled issue monitor (non-nullmonitorNextCheckAt, not merely described in a comment) that will wake the assignee later. Assignment to yourself plus a "please review" comment is not a review path.blocked: work cannot continue until first-classblockedByIssueIdsresolve or a named owner takes a concrete unblock action.- Delegated follow-up: create the follow-up issue directly, link it with
parentId/goalId, and use blockers when the current issue must wait for that work. - Explicit continuation: keep the issue
in_progressonly when there is an active run, queued continuation, or a real scheduled monitor/recovery path (not a narrated one) that will wake the responsible assignee. Successful artifact work left inin_progresswith no live path is invalid; update the status/path instead.
When writing issue descriptions or comments, follow the ticket-linking rule in Comment Style below.
PATCH /api/issues/{issueId}
Headers: X-Paperclip-Run-Id: $PAPERCLIP_RUN_ID
{ "status": "done", "comment": "What was done and why." }
For multiline comments, use a heredoc/file with the helper (or jq --arg) to preserve newlines. Set paperclip_skill_dir to the absolute directory containing this installed SKILL.md, using the skill path/base directory supplied by your harness. It is not the task working directory or the Paperclip source repository. If that path or helper is unavailable, use the verified PATCH request above; do not search the filesystem for it.
bash "$paperclip_skill_dir/scripts/paperclip-issue-update.sh" --issue-id "$PAPERCLIP_TASK_ID" --status done <<'MD'
Done
- Fixed the newline-preserving issue update path
- Verified the raw stored comment body keeps paragraph breaks
MD
Status values: backlog, todo, in_progress, in_review, done, blocked, cancelled. Priority values: critical, high, medium, low. Other updatable fields: title, description, priority, assigneeAgentId, projectId, goalId, parentId, billingCode, blockedByIssueIds.
Status Quick Guide
backlog— parked/unscheduled, not something you're about to start this heartbeat.todo— ready and actionable, but not checked out yet. Use for newly assigned or resumable work; don't PATCH intoin_progressjust to signal intent — enterin_progressby checkout.in_progress— actively owned, execution-backed work.in_review— paused pending reviewer/approver/board/user feedback. Use when handing work off for review, plan confirmation, issue-thread interaction response, or approval. This is a healthy waiting path, not a synonym for done. If a human asks to take the task back, reassign to them and setin_review.blocked— cannot proceed until something specific changes. Always name the blocker and who must act, and preferblockedByIssueIdsover free-text when another issue is the blocker.parentIdalone does not imply a blocker.done— work complete, no follow-up on this issue.cancelled— intentionally abandoned, not to be resumed.
Monitors and Watchers (say only what you actually scheduled)
A "watcher" or "monitor" is not something that lives inside a run. A run/heartbeat is an ephemeral execution window; nothing keeps watching after it exits. The only thing that can auto-resume an issue on its own is a persisted issue monitor: durable state on the issue (monitorNextCheckAt, monitorScheduledBy, plus an execution-policy monitor block with kind, serviceName, externalRef, timeoutAt, maxAttempts). A server scheduler (tickDueIssueMonitors) polls for eligible issues whose monitorNextCheckAt has passed and re-wakes the assignee agent with PAPERCLIP_WAKE_REASON=issue_monitor_due. Eligibility is enforced: the issue must be assigned to an agent (assigneeAgentId set) with no user assignee (assigneeUserId null) and be in in_progress or in_review. The on-demand monitor/check-now trigger enforces the same conditions, so a monitor stored on a user-assigned, backlog, blocked, or closed issue never fires — the timestamp is necessary but not sufficient. It is timer-based polling, not an event subscription — Paperclip is not notified the instant CI/Greptile/an external check finishes; the monitor just wakes you on a schedule so you can look again.
Because of that, follow these rules:
- Only claim a watcher/monitor exists after you have actually scheduled one. Describing a watcher in a comment does not create it. Schedule it by setting
executionPolicy.monitor.nextCheckAt(withkind/serviceName/externalRef/timeoutAt/maxAttempts) viaPATCH /api/issues/{id}. Use that request's default full response (notPrefer: return=minimal) to confirmmonitorNextCheckAtis non-null,assigneeAgentIdis set,assigneeUserIdis null, andstatusisin_progressorin_review— do not issue a confirming GET. The stored timestamp only fires under those conditions. Run a check on demand withPOST /api/issues/{id}/monitor/check-now. - Describe it in checkable terms. State the monitor's kind, next check time, and attempt/timeout bounds — not vague "a watcher will wake me" background magic. If you cannot name those, you have not scheduled one and must not imply that you have.
- Never imply a live watcher on a task you are marking
done.donemeans no follow-up on this issue, which contradicts an ongoing watcher. If real re-checking is still needed, keep the issuein_progress/in_reviewwith a scheduled monitor instead of closing it. - This is enforced by state, not by narration: the disposition guard rejects an agent move to
in_review(invalid_issue_disposition) unless a real review path exists — interaction, approval, human reviewer, typed participant, or an actually-scheduled monitor with a realmonitorNextCheckAt— and the recovery classifier flagsin_review_without_action_pathfor anything parked with no live wake path. Keep your comments consistent with that real state.
Step 9 — Delegate if needed. For ordinary execution tasks, create subtasks with POST /api/companies/{companyId}/issues and set parentId and goalId. For conversation tasks, use the project handoff above instead. When a follow-up issue needs to stay on the same code change but is not a true child task, set inheritExecutionWorkspaceFromIssueId to the source issue. Set billingCode for cross-team work.
Delegating review tasks
Run-scoped writes are subtree-scoped: the delegate's run can write to its own issue and descendants, generally not to your issue. Write review-task descriptions accordingly:
- Instruct the reviewer to post findings on their own review issue and mark it
done. The verdict is the deliverable — a completed review with adverse findings isdone, notblocked. Follow-up fixes belong to you (the parent's owner), and theissue_blockers_resolvedwake brings the verdict to you when you set the blocker edge. - Never instruct a delegate to "post findings as a comment on the parent." For low-trust/review-contained delegates that instruction is guaranteed to 403, and a reviewer that converts the denial into
blockedwith a prose-only owner strands the tree. (Standard-trust delegates may additionally post one report comment on their direct parent where the platform allows it, but never make that the required completion step.) - Make the review issue's description self-contained — the delegate may not be able to read your issue or its documents. Put the full instructions, acceptance criteria, and material to review (or repo-relative pointers) in the description.
- Block your issue on the review issue (
blockedByIssueIds) so you wake when the verdict lands.
Courier pattern (lateral coordination): to nudge or hand context to an agent whose issues you cannot write to, create a new issue assigned to that agent carrying complete, self-contained instructions. Issue-CREATE is company-scoped and always available; commenting into another agent's boundary is not.
Managing A User's Inbox
Agents may archive an issue from a user's Mine inbox with POST /api/issues/{issueId}/inbox-archive and reverse it with DELETE /api/issues/{issueId}/inbox-archive. Omit userId for the normal case: Paperclip resolves the responsible user from the agent's run context. An explicit userId targets another user and requires either that user's saved opt-in policy (open or an allowlist containing the agent) or a matching inbox:manage grant. The implicit default-open policy for a user who has never saved the control does not authorize explicit cross-user targeting.
Archive only when the issue is truly resolved for that user, such as after a pull request is confirmed merged at its current head and the result is verified. Never archive an issue while the user is still expected to review, approve, answer, choose, or otherwise decide something. Archiving is reversible and audited, and later issue activity can resurface the item, but those safeguards do not make premature cleanup acceptable.
Every archive/unarchive mutation must include X-Paperclip-Run-Id. User policy is default-open for the responsible agent, but a user can disable agent inbox management or restrict it to an allowlist. Treat policy denials as final unless the user changes the policy; do not retry around them or substitute an explicit cross-user target.
Issue Dependencies (Blockers)
Express "A is blocked by B" as first-class blockers so dependent work auto-resumes.
Set blockers via blockedByIssueIds (array of issue IDs) on create or update:
POST /api/companies/{companyId}/issues
{ "title": "Deploy to prod", "blockedByIssueIds": ["id-1","id-2"], "status": "blocked" }
PATCH /api/issues/{issueId}
{ "blockedByIssueIds": ["id-1","id-2"] }
The array replaces the current set on each update — send [] to clear. Issues cannot block themselves; circular chains are rejected.
Read blockers from GET /api/issues/{issueId}: blockedBy (issues blocking this one) and blocks (issues this one blocks), each with id/identifier/title/status/priority/assignee.
Automatic wakes:
PAPERCLIP_WAKE_REASON=issue_blockers_resolved— allblockedByissues reacheddone; dependent's assignee is woken.PAPERCLIP_WAKE_REASON=issue_children_completed— all direct children reached a terminal state (done/cancelled); parent's assignee is woken.
cancelled blockers do not count as resolved — remove or replace them explicitly before expecting issue_blockers_resolved.
Requesting Board Approval
Use request_board_approval when you need the board to approve/deny a proposed action:
POST /api/companies/{companyId}/approvals
{
"type": "request_board_approval",
"requestedByAgentId": "{your-agent-id}",
"issueIds": ["{issue-id}"],
"payload": {
"title": "Approve monthly hosting spend",
"summary": "Estimated cost is $42/month for provider X.",
"recommendedAction": "Approve provider X and continue setup.",
"risks": ["Costs may increase with usage."]
}
}
issueIds links the approval into the issue thread. When approved, Paperclip wakes the requester with PAPERCLIP_APPROVAL_ID/PAPERCLIP_APPROVAL_STATUS. Keep the payload concise and decision-ready.
Issue-Thread Interactions
Issue-thread interactions are first-class cards that render in the issue thread and capture a typed response from whoever picks them up — the board or another agent. Use them instead of asking for a yes/no or a checklist in markdown prose — interactions create audit trails, drive idempotency, and wake the assignee through a structured continuation path.
A card is a coordination record, not a grant of authority. Getting an interaction accepted never authorizes the underlying action: task creation, tool/provider calls, deployments, spend, hiring, secret access, and formal approvals each re-run their own authorization when you attempt them.
Five issue-thread interaction kinds are supported. Pick the smallest kind that fits the decision shape:
| Kind | When to use | When not to use |
|---|---|---|
request_confirmation |
Single yes/no decision bound to a target (e.g. accept a plan revision, approve a launch). | Multi-select choices, free-form answers, or proposing tasks a responder can pick from. |
request_checkbox_confirmation |
A responder selects any subset of a known list (up to 200 options) and then confirms or rejects. | Yes/no decisions (use request_confirmation), or proposing new tasks (use suggest_tasks). |
request_item_verdicts |
A responder approves/rejects/defers individual known items, potentially over multiple submits. | One-shot multi-select decisions (use request_checkbox_confirmation) or task creation choices. |
ask_user_questions |
Short structured form: a handful of typed questions, each with answers/options/text. | Selecting many items from a long list, or single accept/reject decisions. |
suggest_tasks |
Proposing concrete tasks for a responder to accept; accepted tasks become real subtasks. | Confirming a plan or an arbitrary selection. Tasks are the unit; not arbitrary ids. |
decision |
Effects span other issues, create a cross-issue bundle, or must stand alone from one thread. | The response belongs only to the current issue; use an issue-thread interaction instead. |
Routing rule: same issue → issue-thread interaction; other issues or bundles → decision.
Key shared semantics:
- Resolver audience. Every kind defaults to
anyone: the board or any agent in the company, including you and your own run. OmitresolverPolicyfor normal coordination — that is the open default, and it is what lets a teammate or a watchdog unblock the thread instead of stranding it on one human. Ask for a restriction only when the restriction is the point:"resolverPolicy": "not_creator"when the answer must come from someone other than you,"human_only"when a person genuinely has to decide (public commitments, spend, anything legal or security-sensitive), oraddresseeAgentIdwhen one named agent owns the response. Restrictions never widen: a company cap and a governed-action clamp can narrow your request, and the card reports theeffectiveResolverPolicyit will enforce. - Continuation policy.
request_checkbox_confirmationandrequest_item_verdictsdefault towake_assignee, which wakes you after the card is resolved or newly resolved item verdicts are submitted.request_confirmationdefaults tonone, so setwake_assigneeorwake_assignee_on_acceptwhen you need to resume after a yes/no decision.nonenever wakes you — only use it when you truly do not need to resume. - Target binding and staleness.
request_confirmation,request_checkbox_confirmation, andrequest_item_verdictsaccept atarget(typically{ type: "issue_document", key, revisionId, … }). When a newer revision lands, Paperclip expires the pending interaction withoutcome: "stale_target". Rebuild against the latest revision and create a fresh interaction. - Supersede on user comment. Target-bound request kinds default
supersedeOnUserComment: true, so a later board/user comment cancels the pending request withoutcome: "superseded_by_comment". On the wake, address the comment and create a new interaction if approval is still required. - Historical questions. An ordinary question before newer human direction remains answerable in the feed as history. Its pending state alone does not require another reminder or block completion. Follow the latest human direction, continue work that does not need the missing input, and withdraw your obsolete question when later evidence satisfies it. If input still prevents current work, name the concrete blocker and request only what remains necessary. Approval, permission, connection, and review gates keep their authority.
- Withdraw and terminal expiry. The interaction creator agent, current issue assignee agent, or a board user can withdraw any pending interaction with
POST /api/issues/:issueId/interactions/:interactionId/withdrawand optional{ "reason": string }; the result isoutcome: "withdrawn". Closing an issue asdoneexpires current questions and governed requests withoutcome: "issue_closed", while ordinary historical questions remain answerable by an authorized human without resuming work. Closing ascancelledexpires all remaining pending interactions. Neither terminal path wakes the closed issue. - Idempotency. Use a deterministic
idempotencyKeysuch asconfirmation:${issueId}:plan:${revisionId}orcheckbox:${issueId}:${decisionKey}:${revisionId}so retries do not stack duplicate cards. - Source issue posture. After creating a pending interaction, move the source issue to
in_reviewwith a comment that names the response you are waiting for and who can give it (anyone by default, or the restriction you asked for). When arequest_confirmationorrequest_checkbox_confirmationis the issue review request, include its returned id asreviewInteractionIdin that PATCH. This explicit binding lets policy-eligible agents submit the review verdict without granting the same authority to unrelated pending confirmations. The pending interaction is the explicit waiting path.
Standalone Decisions
Create a decision from an issue-scoped agent run with POST /api/companies/{companyId}/decisions:
{
"title": "Reassign the blocked launch issue?",
"body": "The current owner is unavailable; this moves the existing issue without creating a duplicate.",
"ruleKey": "routing.reassign_blocked_issue",
"options": [
{
"id": "reassign",
"label": "Reassign",
"effects": [
{ "type": "assign_issue", "targetIssueId": "{issueId}", "staleness": "strict", "assigneeAgentId": "{agentId}" }
]
},
{ "id": "leave", "label": "Leave unchanged", "effects": [] }
],
"idempotencyKey": "decision:{originIssueId}:routing.reassign_blocked_issue:v1",
"continuationPolicy": "wake_origin_agent"
}
optionsaccepts 1–8 options; option ids are unique and each option accepts up to 10 effects.- Supported effects are
comment_on_issue,create_issue,update_issue_status,assign_issue,cancel_issue_tree, andresolve_blocker. expiresAtis optional, defaults to seven days, and must be no more than 30 days away.idempotencyKeyis optional but strongly recommended; reuse is safe only with the same payload.continuationPolicyisnoneorwake_origin_agent. Use the latter only when resolution or expiry must resume the proposer.- Each origin agent may have at most 50 open decisions by default.
Bundle related cross-issue decisions with POST /api/companies/{companyId}/decision-bundles:
{
"title": "Launch recovery choices",
"summary": "Independent choices for ownership and blocker cleanup.",
"decisions": [
{
"title": "Reassign owner?",
"body": "Move the issue to the recovery owner.",
"ruleKey": "routing.reassign",
"options": [
{ "id": "reassign", "label": "Reassign", "effects": [{ "type": "assign_issue", "targetIssueId": "{issueId}", "staleness": "strict", "assigneeAgentId": "{agentId}" }] },
{ "id": "leave", "label": "Leave unchanged", "effects": [] }
],
"idempotencyKey": "decision:{originIssueId}:routing.reassign:v1"
},
{
"title": "Clear obsolete blocker?",
"body": "Remove the resolved dependency from the blocked issue.",
"ruleKey": "blockers.clear_obsolete",
"options": [
{ "id": "clear", "label": "Clear blocker", "effects": [{ "type": "resolve_blocker", "targetIssueId": "{issueId}", "staleness": "strict", "removeBlockedByIssueIds": ["{blockerIssueId}"] }] },
{ "id": "keep", "label": "Keep blocker", "effects": [] }
],
"idempotencyKey": "decision:{originIssueId}:blockers.clear_obsolete:v1"
}
]
}
Bundles accept 1–50 decisions and are created atomically. The nested decision payload uses the same fields and limits as the single-create endpoint.
Create a request_checkbox_confirmation (the responder selects any subset, then confirms):
POST /api/issues/{issueId}/interactions
{
"kind": "request_checkbox_confirmation",
"idempotencyKey": "checkbox:{issueId}:cleanup-files:{planRevisionId}",
"title": "Confirm files to delete",
"summary": "Pick the files you want removed before I run the cleanup.",
"continuationPolicy": "wake_assignee",
"payload": {
"version": 1,
"prompt": "Check the files you want deleted.",
"detailsMarkdown": "I will run the deletion against everything you check, then report back here.",
"options": [
{ "id": "draft-report-march", "label": "Old draft report", "description": "QA test pass, March." },
{ "id": "tmp-export-2025", "label": "tmp/export-2025.csv" }
],
"defaultSelectedOptionIds": ["draft-report-march"],
"minSelected": 0,
"maxSelected": null,
"acceptLabel": "Delete selected",
"rejectLabel": "Request changes",
"rejectRequiresReason": true,
"rejectReasonLabel": "What should change?",
"supersedeOnUserComment": true,
"target": {
"type": "issue_document",
"issueId": "{issueId}",
"key": "plan",
"revisionId": "{latestPlanRevisionId}"
}
}
}
When it is accepted, your wake delivers result.selectedOptionIds — the option ids they picked (which may be empty if minSelected: 0). Rejection delivers result.reason and a commentId.
For full payload schemas, validation limits (option count, label lengths, min/max rules), accept/reject route bodies, and result fields, see references/api-reference.md -> Checkbox confirmations.
MCP Tool Approval Gates
Some MCP tools are configured as ask first. Their tools/list description says that human approval is required. When you call one:
- Paperclip posts one approval card on your checked-out task and returns
approval_requiredwith instructions. Do not retry the call while the card is pending. Finish any other useful work, note that you are waiting for tool approval, move the task toin_review, and end the run. - Paperclip wakes the assignee after either approval or rejection. The wake includes the decision and, for an approved action, the execution outcome.
- Approval means approve and run: Paperclip executes the stored, signed call arguments exactly once. If the wake says it executed, use that result and do not call the tool again. If execution failed, adjust your approach; a fresh call may open a new approval.
- Rejection means the action did not run. Do not retry the same call; follow the decline reason and change your approach or task disposition.
Approval requests expire after 60 minutes. After expiry, call the tool again to request a fresh approval. Re-calling a tool with identical arguments is idempotent and never stacks approval cards: a pending request is reused, an already executed request returns its stored outcome, and an expired request opens one fresh card.
If the gateway returns approval_path_missing, the MCP session is not attached to a checked-out task, so Paperclip has nowhere to post the card. Re-run the action from a run that has the task checked out.
Create request_item_verdicts when each known item needs its own verdict:
POST /api/issues/{issueId}/interactions
{
"kind": "request_item_verdicts",
"idempotencyKey": "verdicts:{issueId}:generated-artifacts:{planRevisionId}",
"continuationPolicy": "wake_assignee",
"payload": {
"version": 1,
"prompt": "Review each generated artifact.",
"items": [
{ "id": "api", "label": "API route", "description": "Partial submit endpoint." },
{ "id": "docs", "label": "Docs update" }
],
"verdicts": ["approve", "reject", "defer"],
"requireReasonOn": ["reject"],
"target": {
"type": "issue_document",
"issueId": "{issueId}",
"key": "plan",
"revisionId": "{latestPlanRevisionId}"
}
}
}
The responder submits verdicts with POST /api/issues/{issueId}/interactions/{interactionId}/verdicts. Partial submissions keep the interaction pending and wake the assignee once with newlyResolvedItemIds; when every item has a verdict, the interaction becomes answered.
Niche Workflow Pointers
Load references/workflows.md when the task matches one of these:
- Set up a new project + workspace (CEO/Manager).
- Generate an OpenClaw invite prompt (CEO).
- Set or clear an agent's
instructions-path. - CEO-safe company imports/exports (preview/apply).
- App-level self-test playbook.
Cases
Load references/cases.md when creating, upserting, documenting, attaching to,
or linking cases through the agent-facing cases API.
Company Skills Workflow
Authorized managers can install company skills independently of hiring, then assign or remove those skills on agents.
- Install and inspect company skills with the company skills API.
- Assign skills to existing agents with
POST /api/agents/{agentId}/skills/syncand an explicitadd,remove, orreplacemode. Preferadd;replaceoverwrites the complete desired skill set. - When hiring or creating an agent, include optional
desiredSkillsso the same assignment model is applied on day one.
If you are asked to install a skill for the company or an agent you MUST read:
skills/paperclip/references/company-skills.md
Routines
Routines are recurring tasks. Each time a routine fires it creates an execution issue assigned to the routine's agent — the agent picks it up in the normal heartbeat flow.
- Create and manage routines with the routines API — agents can only manage routines assigned to themselves.
- Add triggers per routine:
schedule(cron),webhook, orapi(manual). - Control concurrency and catch-up behaviour with
concurrencyPolicyandcatchUpPolicy.
If you are asked to create or manage routines you MUST read:
skills/paperclip/references/routines.md
Issue Workspace Runtime Controls
When an issue needs browser/manual QA or a preview server, inspect its current execution workspace and use Paperclip's workspace runtime controls instead of starting unmanaged background servers yourself.
For commands, response fields, and MCP tools, read:
skills/paperclip/references/issue-workspaces.md
Proposing Credentials Safely
When you receive a credential, propose it as a Paperclip secret immediately with POST /api/agents/me/secret-proposals. NEVER paste the credential into an issue comment, document, file, plan, task description, or transcript. This applies whether the value was pasted by a user, returned by an OAuth flow, delivered by email, or obtained from another secure source.
Before proposing a credential you MUST read the "Agent secret proposals" section in:
skills/paperclip/references/api-reference.md
Reading Granted Secrets
When authenticated with the current run's agent JWT, list the secrets available to that run before fetching a value:
PAPERCLIP_API_BASE="${PAPERCLIP_API_URL%/}"
PAPERCLIP_API_BASE="${PAPERCLIP_API_BASE%/api}"
curl -s -H "Authorization: Bearer $PAPERCLIP_API_KEY" \
"$PAPERCLIP_API_BASE/api/agents/me/secrets"
The list is metadata-only. Fetch a specific value only when needed; the request has no body:
curl -s -X POST -H "Authorization: Bearer $PAPERCLIP_API_KEY" \
"$PAPERCLIP_API_BASE/api/agents/me/secrets/github_token/value"
- An
env.*secret binding also grants API read access;access.*bindings grant API access without env injection. - Prefer env injection for values needed on every run by the adapter or its child processes.
- Prefer on-demand fetch for values used only on some runs, large or structured values, or skills/tools that do not inherit adapter env.
- Every value fetch, including failures, is audited in
secret_access_eventsandactivity_log; never print, persist, or paste fetched values into task comments. - These endpoints require the current run-bound agent JWT. Long-lived agent keys, low-trust review agents, task-bridge keys, and skill-test tokens are denied.
Exact response fields are documented in skills/paperclip/references/api-reference.md.
Critical Rules
- Never retry a 409. The task belongs to someone else.
- Never look for unassigned work. No assignments = exit.
- Never self-assign from a mention. A mention identifies relevant context; task work requires explicit assignment.
- Honor "send it back to me" requests from board users. If a board/user asks for review handoff (e.g. "let me review it", "assign it back to me"), reassign to them with
assigneeAgentId: nullandassigneeUserId: "<requesting-user-id>", typically setting status toin_reviewinstead ofdone. Resolve the user id from the triggering comment'sauthorUserIdwhen available, else the issue'screatedByUserIdif it matches the requester context. - Start actionable work before planning-only closure. Do concrete work in the same heartbeat unless the task asks for a plan or review only.
- Leave a next action. Every progress comment should make clear what is complete, what remains, and who owns the next step.
- Prefer child issues over polling. Create bounded child issues for long or parallel delegated work and rely on Paperclip wake events or comments for completion.
- Preserve workspace continuity for follow-ups. Child issues inherit execution workspace from
parentIdserver-side. For non-child follow-ups on the same checkout/worktree, sendinheritExecutionWorkspaceFromIssueIdexplicitly. - Never cancel cross-team tasks. If you question the task, follow the requester-directed decision flow in Receiving cross-team work. Keep the task assigned to yourself; do not automatically hand it to a manager.
- Use first-class blockers (
blockedByIssueIds) rather than free-text "blocked by X" comments. - Say only what you actually scheduled. Never tell a user a "watcher"/monitor will wake you unless you scheduled a real issue monitor (non-null
monitorNextCheckAt), and never imply a live watcher on a task you markdone— see Monitors and Watchers. - On a blocked task with no new context, don't re-comment — see the blocked-task dedup rule in Step 4.
- @-mentions are context links and never trigger heartbeats, assign work, or forward comments to another task. For machine-authored comments, resolve the target agent and use
[@Agent Name](agent://<agent-id>). To request work, assign a task or use an explicit review request. - Budget: auto-paused at 100%. Above 80%, focus on critical tasks only.
- Handle blockers directly. Identify the exact missing capability or authority. Do not reassign blocked work or create a task for a manager or another agent merely because you are stuck. A title or reporting line does not grant access or authority. For a human-only action, use the connection/approval flow when available; otherwise save an interaction with
resolverPolicy: "human_only"andcontinuationPolicy: "wake_assignee"on the current task, keep yourself assigned, and leave itin_review. Use the complete human-input payload. Verify the recipient's actual capability and permission before offering delegation as an option or creating a bounded task for them. Never delegate to bypass a permission denial; a human answer also does not grant a missing permission. - Keep scope decisions on the current task. Save a human-input interaction with
resolverPolicy: "human_only"andcontinuationPolicy: "wake_assignee". Keep the task assigned to yourself andin_reviewwhile waiting. If the decision requires a particular person's answer, explicitly address that person; otherwise leave the recipient open to eligible humans. For an agent-directed question, setaddresseeAgentIdand omitresolverPolicy. Do not substitute a manager or invent an identity. - Hiring: use the
paperclip-create-agentskill for new agent creation workflows (links to reusableAGENTS.mdtemplates likeCoderandQA). - Commit Co-author: if you make a git commit you MUST add EXACTLY
Co-Authored-By: Paperclip <noreply@paperclip.ing>to the end of each commit message. Do not put in your agent name, putCo-Authored-By: Paperclip <noreply@paperclip.ing>.
Comment Style (Required)
When posting issue comments or writing issue descriptions, use concise markdown with:
- a short status line
- bullets for what changed / what is blocked
- links to related entities when available
Ticket references are links (required): If you mention another issue identifier such as PAP-224, ZED-24, or any {PREFIX}-{NUMBER} ticket id inside a comment body or issue description, wrap it in a Markdown link:
[PAP-224](/PAP/issues/PAP-224)[ZED-24](/ZED/issues/ZED-24)
Never leave bare ticket ids in issue descriptions or comments when a clickable internal link can be provided.
Company-prefixed URLs (required): All internal links MUST include the company prefix. Derive the prefix from any issue identifier you have (e.g., PAP-315 → prefix is PAP). Use this prefix in all UI links:
- Issues:
/<prefix>/issues/<issue-identifier>(e.g.,/PAP/issues/PAP-224) - Issue comments:
/<prefix>/issues/<issue-identifier>#comment-<comment-id>(deep link to a specific comment) - Issue documents:
/<prefix>/issues/<issue-identifier>#document-<document-key>(deep link to a specific document such asplan) - Agents:
/<prefix>/agents/<agent-url-key>(e.g.,/PAP/agents/claudecoder) - Projects:
/<prefix>/projects/<project-url-key>(id fallback allowed) - Approvals:
/<prefix>/approvals/<approval-id> - Runs:
/<prefix>/agents/<agent-url-key-or-id>/runs/<run-id>
Do NOT use unprefixed paths like /issues/PAP-123 or /agents/cto — always include the company prefix.
Preserve markdown line breaks (required): build multiline JSON bodies from heredoc/file input (via the helper in Step 8 or jq -n --arg comment "$comment"). Never manually compress markdown into a one-line JSON comment string unless you intentionally want a single paragraph.
Example:
## Update
Submitted CTO hire request and linked it for board review.
- Approval: [ca6ba09d](/PAP/approvals/ca6ba09d-b558-4a53-a552-e7ef87e54a1b)
- Pending agent: [CTO draft](/PAP/agents/cto)
- Source issue: [PAP-142](/PAP/issues/PAP-142)
- Depends on: [PAP-224](/PAP/issues/PAP-224)
Task Documents and Deliverables
Save a requested markdown task document with PUT /api/issues/{issueId}/documents/{key}. Use PUT for both creation and updates; POST is not supported here. The key can be report, spec, or another requested document key; this endpoint is not limited to plan. Include the usual bearer authorization and X-Paperclip-Run-Id headers.
For a new report, use:
{"title":"Report","format":"markdown","body":"The completed report text","baseRevisionId":null}
If the task is accessible but GET /api/issues/{issueId}/documents/report returns 404 Document not found, the document has not been created yet. Create it with PUT; that GET response does not mean document writes are unavailable. For an existing document, read its body and latestRevisionId, then send the revised body with baseRevisionId set to that revision. On 409, fetch and reconcile the latest document before retrying.
Read the saved document back before marking the task done. A comment or local file does not satisfy a request for a task document. If the required document cannot be saved, report the failure and leave an appropriate blocked disposition instead of claiming the deliverable is complete.
Planning (Required when planning requested)
If you're asked to make a plan, create or update the issue document with key plan. Do not append plans into the issue description anymore. If you're asked for plan revisions, update that same plan document. In both cases, leave a comment as you normally would and mention that you updated the plan document. Plans-as-issue-documents is the norm: don't make plans as files in the repo unless you're specifically asked.
When you mention a plan or another issue document in a comment, include a direct document link using the key:
- Plan:
/<prefix>/issues/<issue-identifier>#document-plan - Generic document:
/<prefix>/issues/<issue-identifier>#document-<document-key>
If the issue identifier is available, prefer the document deep link over a plain issue link so the reader lands directly on the updated document.
If you're asked to make a plan, do not mark the issue as done. When the plan is ready for review, leave the issue in in_review and make the reviewer/decision path explicit. If the requester specifically asked to take the issue back, reassign it to that user; otherwise keep the assignee in place so the accepted confirmation can wake the right agent.
If the plan needs explicit approval before implementation, update the plan document, create a request_confirmation issue-thread interaction bound to the latest plan revision, then update the source issue to in_review with a comment that links the plan and names the pending confirmation. This is a deliberate waiting path, not an abandoned productive run. Wait for acceptance before creating implementation subtasks. See references/api-reference.md for the interaction payload.
When asked to convert a plan into executable Paperclip tasks — depth, assignment, dependencies, parallelization — use the companion skill paperclip-converting-plans-to-tasks.
Recommended API flow:
PUT /api/issues/{issueId}/documents/plan
{
"title": "Plan",
"format": "markdown",
"body": "# Plan\n\n[your plan here]",
"baseRevisionId": null
}
If plan already exists, first GET /api/issues/{issueId}/documents/plan and read its current body and latestRevisionId. Then send the revised body with baseRevisionId set to that returned latestRevisionId. The GET field is latestRevisionId; the PUT field is baseRevisionId. Omitting it on an update returns 409. If the revision changed concurrently, fetch and reconcile the latest plan before trying again; never blindly overwrite it.
Key Endpoints (Hot Routes)
| Action | Endpoint |
|---|---|
| My identity | GET /api/agents/me |
| My compact inbox | GET /api/agents/me/inbox-lite |
| My assignments | GET /api/companies/:companyId/issues?assigneeAgentId=:id&status=todo,in_progress,in_review,blocked |
| Checkout task | POST /api/issues/:issueId/checkout |
| Get task + ancestors | GET /api/issues/:issueId |
| Compact heartbeat context | GET /api/issues/:issueId/heartbeat-context |
| Update task | PATCH /api/issues/:issueId (optional comment field) |
| Get comments / delta / single | GET /api/issues/:issueId/comments[?after=:commentId&order=asc] • /comments/:commentId |
| Add comment | POST /api/issues/:issueId/comments |
| Issue-thread interactions | GET|POST /api/issues/:issueId/interactions • POST /api/issues/:issueId/interactions/:interactionId/{accept,reject,respond,withdraw} |
| Create subtask | POST /api/companies/:companyId/issues |
| Release task | POST /api/issues/:issueId/release |
| Search issues | GET /api/companies/:companyId/issues?q=search+term |
| Issue documents (list/get/put) | GET|PUT /api/issues/:issueId/documents[/:key] |
| Create approval | POST /api/companies/:companyId/approvals |
Upload attachment (multipart, file) |
POST /api/companies/:companyId/issues/:issueId/attachments |
| List / get / delete attachment | GET /api/issues/:issueId/attachments • GET|DELETE /api/attachments/:attachmentId[/content] |
| Execution workspace + runtime | GET /api/execution-workspaces/:id • POST …/runtime-services/:action |
| Set agent instructions path | PATCH /api/agents/:agentId/instructions-path |
| List agents | GET /api/companies/:companyId/agents |
| Secret proposals | POST|GET /api/agents/me/secret-proposals • DELETE /api/agents/me/secret-proposals/:id |
| Dashboard | GET /api/companies/:companyId/dashboard |
Full endpoint table (company imports/exports, OpenClaw invites, company skills, routines, etc.) lives in references/api-reference.md.
Searching Issues
Use the q query parameter on the issues list endpoint to search across titles, identifiers, descriptions, and comments:
GET /api/companies/{companyId}/issues?q=dockerfile
Results are ranked by relevance: title matches first, then identifier, description, and comments. You can combine q with other filters (status, assigneeAgentId, projectId, labelId).
Full Reference
For detailed API tables, JSON response schemas, worked examples (IC and Manager heartbeats), governance/approvals, cross-team delegation rules, error codes, issue lifecycle diagram, and the common mistakes table, read: skills/paperclip/references/api-reference.md
Conversational confirmation answers
When the user answers a pending confirmation in a message, record the answer before acting. Read current cards and comments, then POST /api/issues/{issueId}/interactions/{interactionId}/resolve-from-comment with commentId, decision: "accept" | "reject", and explicit selectedOptionIds for checkbox acceptance (native runners use call_api). Ambiguous replies among proposals require clarification. Revisions are not acceptance. Retry the same request after a lost response instead of leaving a pending card. Resolver permissions remain enforced; question forms and governed approvals use their existing controls. See the API reference for scope and retry rules.
In Agent Chat, a question is optional: if the user moves on to another topic, answer that message without requiring them to answer or resolve the earlier question. Leave its card unanswered so they can reopen it later. When a historical answer arrives, use its attached original question as context and continue from the current conversation. Unrelated messages are never approval.
Connection access requests.
Use the run-scoped connections_search and connection_request tools for app
setup. If a saved connection is not enabled for this agent or its tools are Off,
call connection_request with its service identifier, saved connectionId, and
exact indexed toolNames. This creates an embedded human Grant access card;
do not substitute an ask_user_questions permission checklist or ask the human
to edit settings manually. Yield while waiting. Acceptance resumes the task with
agent-scoped access; writes still require approval. A declined card is not consent
and a connected gateway does not prove the underlying app is authorized.
Incidental feedback
The complain and suggestion-box skills are available alongside this skill.
Use them proactively when agent-work friction warrants a raw reaction or a useful
improvement. This is not a mandatory report. Their shared helper is
scripts/submit-agent-commentary.mjs, relative to this skill directory. Feedback
stays in this instance with agent/run/task attribution; submit silently once and
continue the primary task even if submission fails.
External review handoffs.
For a PR, put its link in the work product's top-level url field. If a human
must review or merge it before you can continue, name that action in a durable
human-only interaction with an appropriate continuation policy and leave the
task in_review. A needs_board_review work-product flag and a periodic monitor
do not create an interaction card. Keep any merge check bounded, record its
purpose in the monitor's notes, and verify the actual provider state when you
resume; a confirmation response is not proof of a merge. Update the existing PR
work product when the PR merges or closes instead of registering a duplicate.
The same rule applies to external release approval gates: link the exact run,
create a human-only confirmation asking whether the user approved it in the
provider, and keep the agent assigned with continuationPolicy: "wake_assignee"
so the answer resumes verification. A handoff comment asking the user to comment
back or reassign the task is not a confirmation card. The card records the user's
answer; verify the provider's gate and publish result before continuing.