## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Sandbox environments can capture reusable custom images (provider snapshots) so agents boot with pre-installed tools and CLI logins > - The custom-image runtime fingerprint check included provider secret-ref paths (e.g. the Daytona `apiKey`), while capture-time fingerprinting excluded them, so any config carrying a credential never matched its captured snapshot > - As a result, agent config tests and environment probes silently booted the provider base image instead of the snapshot, test sandboxes were deleted before operators could inspect them, and any environment save orphaned the snapshot without warning > - The UI compounded the confusion by displaying an internal template id that matches nothing in the provider dashboard > - This pull request aligns runtime fingerprints with capture-time exclusions, re-stamps fingerprints on saves that cannot affect the snapshot (warning when they can), archives test/probe sandboxes instead of deleting them, and surfaces the provider snapshot ref in the UI > - The benefit is that custom images actually apply to config tests and probes, survive unrelated config edits, and are debuggable against the provider dashboard ## Linked Issues or Issue Description No public GitHub issue exists for this; describing it in-PR per the bug template. Related: Refs #9329 (saved-environment probe company context — this branch carries an equivalent fix), Refs #8794 (introduced reusable sandbox custom images). **What happened?** With a Daytona environment whose provider config stores the API key as a secret reference and an active captured custom-image snapshot: - Agent config tests and environment probes booted the provider base image (`daytonaio/sandbox:0.8.0`) instead of the captured snapshot, so CLI upgrades/logins baked into the snapshot were missing and the probe reported "login required" and an outdated CLI. - The environment card showed an internal template id (e.g. `b5be03e1-ca5…`) that does not correspond to any snapshot name in the provider dashboard, making the active image impossible to correlate. - Test/probe sandboxes were deleted immediately after the run, so the sandbox a test used could not be inspected afterwards. - Saving the environment config (even fields unrelated to the image) changed the stored fingerprint, silently detaching the snapshot with no warning. **Expected behavior** Config tests and probes boot the captured snapshot when one is active; the UI shows the provider-facing snapshot/template ref; test sandboxes stay inspectable for a short window; unrelated config edits keep the snapshot linked, and edits that genuinely invalidate it produce an explicit warning. **Steps to reproduce** 1. Configure a sandbox environment on Daytona with the API key stored as a company secret reference. 2. Capture a custom image snapshot from the environment page and mark it active (e.g. after installing/logging into a CLI in the setup sandbox). 3. Run the agent config test or an environment probe: the sandbox boots the base image, not the snapshot, and the sandbox is deleted immediately after the test. 4. Save the environment config with an unrelated field change: the snapshot silently stops applying. **Paperclip version or commit** `master` at the merge-base of this branch. **Deployment mode** Self-hosted local instance (macOS, pnpm dev server) with the Daytona sandbox provider plugin. ## What Changed - Runtime custom-image fingerprint checks now exclude provider secret-ref paths, matching capture-time exclusions, so configs carrying credentials match their captured snapshots (`environment-custom-image-runtime.ts`). - Agent config tests and saved-environment probes force fresh, non-reused sandboxes and pass company context so lease-backed probes can resolve company secrets and boot the real snapshot (`environment-probe.ts`, `routes/agents.ts`, `routes/environments.ts`). - Test/probe sandboxes are released by archiving (stop + 60-minute provider-side auto-delete) instead of immediate deletion, so operators can inspect the exact sandbox a test used (Daytona plugin). - On environment PATCH save, changes that cannot affect the captured snapshot re-stamp the template's source fingerprint so the snapshot stays linked; boot-source or provider-identity changes (new manifest field `templateIdentityPaths`) mark the template detached and the save response reports it (`environment-custom-images.ts`, shared plugin types/validators). - The custom-image overview exposes `activeTemplateMatchesConfig`; the environments UI shows the provider snapshot/template ref (internal id moved to a tooltip), warns via toast when a save detaches the snapshot, and shows a persistent "Not in use" warning when the active template no longer matches the saved config (`CompanyEnvironments.tsx`, `api/environments.ts`). ## Verification - `pnpm vitest run server/src/__tests__/environment-custom-images-service.test.ts server/src/__tests__/environment-probe.test.ts server/src/__tests__/environment-routes.test.ts server/src/__tests__/agent-test-environment-routes.test.ts` — server coverage for fingerprint exclusions, re-stamp/detach on save, probe company context, and fresh-sandbox test behavior. - `pnpm vitest run packages/plugins/sandbox-providers/daytona/src/plugin.test.ts` — archive-on-release and snapshot ref handling. - `pnpm vitest run ui/src/pages/CompanyEnvironments.test.tsx` — snapshot ref display, detach toast, and "Not in use" warning. - Manually verified end-to-end on a live self-hosted instance against real Daytona: config test boots the captured snapshot (CLI login and version persist), the test sandbox remains visible in the provider dashboard as archived, and saving unrelated fields keeps the snapshot applied. ## Risks - Fingerprint exclusion widening: a provider credential rotation alone no longer detaches a captured snapshot; that is the intended behavior (the snapshot content does not depend on the credential), and provider-identity fields (e.g. Daytona `apiUrl`) still detach via `templateIdentityPaths`. - Archived test sandboxes consume provider-side resources for up to their auto-delete window instead of being freed immediately; bounded (60 minutes) and only for test/probe sandboxes. - New optional manifest field `templateIdentityPaths` is backward-compatible; providers that omit it keep current matching behavior. ## Model Used - Claude Fable 5 (`claude-fable-5`), extended thinking, agentic tool use via Claude Code / Claude Agent SDK. ## 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
Quickstart · Docs · GitHub · Discord · Twitter · Website
Paperclip is the app people use to manage AI agents for work.
Open-source orchestration for teams of AI agents.
If OpenClaw is an employee, Paperclip is the company.
Paperclip is a Node.js server and React UI that orchestrates a team of AI agents to run a business. Bring your own agents, assign goals, and track work and costs from one dashboard.
It looks like a task manager. Under the hood: org charts, budgets, governance, goal alignment, and agent coordination.
Manage business goals, not pull requests.
| Step | Example | |
|---|---|---|
| 01 | Define the goal | "Build the #1 AI note-taking app to $1M MRR." |
| 02 | Hire the team | CEO, CTO, engineers, designers, marketers — any bot, any provider. |
| 03 | Approve and run | Review strategy. Set budgets. Hit go. Monitor from the dashboard. |
Paperclip is right for you if
- ✅ You want to build autonomous AI companies
- ✅ You coordinate many different agents (OpenClaw, Codex, Claude, Cursor) toward a common goal
- ✅ You have 20 simultaneous Claude Code terminals open and lose track of what everyone is doing
- ✅ You want agents running autonomously 24/7, but still want to audit work and chime in when needed
- ✅ You want to monitor costs and enforce budgets
- ✅ You want a process for managing agents that feels like using a task manager
- ✅ You want to manage your autonomous businesses from your phone
Features
🔌 Bring Your Own AgentAny agent, any runtime, one org chart. If it can receive a heartbeat, it's hired. |
🎯 Goal AlignmentEvery task traces back to the company mission. Agents know what to do and why. |
💓 HeartbeatsAgents wake on a schedule, check work, and act. Delegation flows up and down the org chart. |
💰 Cost ControlMonthly budgets per agent. When they hit the limit, they stop. No runaway costs. |
🏢 Multi-CompanyOne deployment, many companies. Complete data isolation. One control plane for your portfolio. |
🎫 Ticket SystemEvery conversation traced. Every decision explained. Full tool-call tracing and immutable audit log. |
🛡️ GovernanceApprove hires, override strategy, pause or terminate any agent — at any time. |
📊 Org ChartHierarchies, roles, reporting lines. Your agents have a boss, a title, and a job description. |
📱 Mobile ReadyMonitor and manage your autonomous businesses from anywhere. |
Problems Paperclip solves
| Without Paperclip | With Paperclip |
|---|---|
| ❌ You have 20 Claude Code tabs open and can't track which one does what. On reboot you lose everything. | ✅ Tasks are ticket-based, conversations are threaded, sessions persist across reboots. |
| ❌ You manually gather context from several places to remind your bot what you're actually doing. | ✅ Context flows from the task up through the project and company goals — your agent always knows what to do and why. |
| ❌ Folders of agent configs are disorganized and you're re-inventing task management, communication, and coordination between agents. | ✅ Paperclip gives you org charts, ticketing, delegation, and governance out of the box — so you run a company, not a pile of scripts. |
| ❌ Runaway loops waste hundreds of dollars of tokens and max your quota before you even know what happened. | ✅ Cost tracking surfaces token budgets and throttles agents when they're out. Management prioritizes with budgets. |
| ❌ You have recurring jobs (customer support, social, reports) and have to remember to manually kick them off. | ✅ Heartbeats handle regular work on a schedule. Management supervises. |
| ❌ You have an idea, you have to find your repo, fire up Claude Code, keep a tab open, and babysit it. | ✅ Add a task in Paperclip. Your coding agent works on it until it's done. Management reviews their work. |
Why Paperclip is special
Paperclip handles the hard orchestration details correctly.
| Atomic execution. | Task checkout and budget enforcement are atomic, so no double-work and no runaway spend. |
| Persistent agent state. | Agents resume the same task context across heartbeats instead of restarting from scratch. |
| Runtime skill injection. | Agents can learn Paperclip workflows and project context at runtime, without retraining. |
| Governance with rollback. | Approval gates are enforced, config changes are revisioned, and bad changes can be rolled back safely. |
| Goal-aware execution. | Tasks carry full goal ancestry so agents consistently see the "why," not just a title. |
| Portable company templates. | Export/import orgs, agents, and skills with secret scrubbing and collision handling. |
| True multi-company isolation. | Every entity is company-scoped, so one deployment can run many companies with separate data and audit trails. |
What's Under the Hood
Paperclip is a full control plane, not a wrapper. Before you build any of this yourself, know that it already exists:
┌──────────────────────────────────────────────────────────────┐
│ PAPERCLIP SERVER │
│ │
│ ┌───────────┐ ┌───────────┐ ┌───────────┐ ┌───────────┐ │
│ │Identity & │ │ Work & │ │ Heartbeat │ │Governance │ │
│ │ Access │ │ Tasks │ │ Execution │ │& Approvals│ │
│ └───────────┘ └───────────┘ └───────────┘ └───────────┘ │
│ │
│ ┌───────────┐ ┌───────────┐ ┌───────────┐ ┌───────────┐ │
│ │ Org Chart │ │Workspaces │ │ Plugins │ │ Budget │ │
│ │ & Agents │ │ & Runtime │ │ │ │ & Costs │ │
│ └───────────┘ └───────────┘ └───────────┘ └───────────┘ │
│ │
│ ┌───────────┐ ┌───────────┐ ┌───────────┐ ┌───────────┐ │
│ │ Routines │ │ Secrets & │ │ Activity │ │ Company │ │
│ │& Schedules│ │ Storage │ │ & Events │ │Portability│ │
│ └───────────┘ └───────────┘ └───────────┘ └───────────┘ │
└──────────────────────────────────────────────────────────────┘
▲ ▲ ▲ ▲
┌─────┴─────┐ ┌─────┴─────┐ ┌─────┴─────┐ ┌─────┴─────┐
│ Claude │ │ Codex │ │ CLI │ │ HTTP/web │
│ Code │ │ │ │ agents │ │ bots │
└───────────┘ └───────────┘ └───────────┘ └───────────┘
The Systems
|
Identity & Access — Two deployment modes (trusted local or authenticated), board users, agent API keys, short-lived run JWTs, company memberships, invite flows, and OpenClaw onboarding. Every mutating request is traced to an actor. |
Org Chart & Agents — Agents have roles, titles, reporting lines, permissions, and budgets. Adapter examples match the diagram: Claude Code, Codex, CLI agents such as Cursor/Gemini/bash, HTTP/webhook bots such as OpenClaw, and external adapter plugins. If it can receive a heartbeat, it's hired. |
|
Work & Task System — Issues carry company/project/goal/parent links, atomic checkout with execution locks, first-class blocker dependencies, comments, documents, attachments, work products, labels, and inbox state. No double-work, no lost context. |
Heartbeat Execution — DB-backed wakeup queue with coalescing, budget checks, workspace resolution, secret injection, skill loading, and adapter invocation. Runs produce structured logs, cost events, session state, and audit trails. Recovery handles orphaned runs automatically. |
|
Workspaces & Runtime — Project workspaces, isolated execution workspaces (git worktrees, operator branches), and runtime services (dev servers, preview URLs). Agents work in the right directory with the right context every time. |
Governance & Approvals — Board approval workflows, execution policies with review/approval stages, decision tracking, budget hard-stops, agent pause/resume/terminate, and full audit logging. Nothing ships without your sign-off. |
|
Budget & Cost Control — Token and cost tracking by company, agent, project, goal, issue, provider, and model. Scoped budget policies with warning thresholds and hard stops. Overspend pauses agents and cancels queued work automatically. |
Routines & Schedules — Recurring tasks with cron, webhook, and API triggers. Concurrency and catch-up policies. Each routine execution creates a tracked issue and wakes the assigned agent — no manual kick-offs needed. |
|
Plugins — Instance-wide plugin system with out-of-process workers, capability-gated host services, job scheduling, tool exposure, and UI contributions. Extend Paperclip without forking it. |
Secrets & Storage — Instance and company secrets, encrypted local storage, provider-backed object storage, attachments, and work products. Sensitive values stay out of prompts unless a scoped run explicitly needs them. |
|
Activity & Events — Mutating actions, heartbeat state changes, cost events, approvals, comments, and work products are recorded as durable activity so operators can audit what happened and why. |
Company Portability — Export and import entire organizations — agents, skills, projects, routines, and issues — with secret scrubbing and collision handling. One deployment, many companies, complete data isolation. |
What Paperclip is not
| Not a chatbot. | Agents have jobs, not chat windows. |
| Not an agent framework. | We don't tell you how to build agents. We tell you how to run a company made of them. |
| Not a workflow builder. | No drag-and-drop pipelines. Paperclip models companies — with org charts, goals, budgets, and governance. |
| Not a prompt manager. | Agents bring their own prompts, models, and runtimes. Paperclip manages the organization they work in. |
| Not a single-agent tool. | This is for teams. If you have one agent, you probably don't need Paperclip. If you have twenty — you definitely do. |
| Not a code review tool. | Paperclip orchestrates work, not pull requests. Bring your own review process. |
Quickstart
Open source. Self-hosted. No Paperclip account required.
npx paperclipai onboard --yes
Troubleshooting: private npm registry
.npmrcIf this fails with an
E404forpaperclipai(or similar) and you use a private npm registry (for example GitHub Packages) via a global~/.npmrc,npxmay be resolvingpaperclipaiagainst that private registry instead of the public npm registry.Diagnostic:
npm config get registryWorkaround (cross-platform; force the public npm registry for this command):
npx --registry https://registry.npmjs.org paperclipai onboard --yes
That quickstart path now defaults to trusted local loopback mode for the fastest first run. To start in authenticated/private mode instead, choose a bind preset explicitly:
npx paperclipai onboard --yes --bind lan
# or:
npx paperclipai onboard --yes --bind tailnet
If you already have Paperclip configured, rerunning onboard keeps the existing config in place. Use paperclipai configure to edit settings.
Or manually:
git clone https://github.com/paperclipai/paperclip.git
cd paperclip
pnpm install
pnpm dev
This starts the API server at http://localhost:3100. An embedded PostgreSQL database is created automatically — no setup required.
Requirements: Node.js 20+, pnpm 9.15+
FAQ
What does a typical setup look like? Locally, a single Node.js process manages an embedded Postgres and local file storage. For production, point it at your own Postgres and deploy however you like. Configure projects, agents, and goals — the agents take care of the rest.
If you're a solo entrepreneur you can use Tailscale to access Paperclip on the go. Then later you can deploy to e.g. Vercel when you need it.
Can I run multiple companies? Yes. A single deployment can run an unlimited number of companies with complete data isolation.
How is Paperclip different from agents like OpenClaw or Claude Code? Paperclip uses those agents. It orchestrates them into a company — with org charts, budgets, goals, governance, and accountability.
Why should I use Paperclip instead of just pointing my OpenClaw to Asana or Trello? Agent orchestration has subtleties in how you coordinate who has work checked out, how to maintain sessions, monitoring costs, establishing governance - Paperclip does this for you.
(Bring-your-own-ticket-system is on the Roadmap)
Do agents run continuously? By default, agents run on scheduled heartbeats and event-based triggers (task assignment, @-mentions). You can also hook in continuous agents like OpenClaw. You bring your agent and Paperclip coordinates.
Development
pnpm dev # Full dev (API + UI, watch mode)
pnpm dev:once # Full dev without file watching
pnpm dev:server # Server only
pnpm build # Build all
pnpm typecheck # Type checking
pnpm test # Cheap default test run (Vitest only)
pnpm test:watch # Vitest watch mode
pnpm test:e2e # Playwright browser suite
pnpm db:generate # Generate DB migration
pnpm db:migrate # Apply migrations
pnpm test does not run Playwright. Browser suites stay separate and are typically run only when working on those flows or in CI.
See doc/DEVELOPING.md for the full development guide.
Roadmap
- ✅ Plugin system (e.g. add a knowledge base, custom tracing, queues, etc)
- ✅ Get OpenClaw / claw-style agent employees
- ✅ companies.sh - import and export entire organizations
- ✅ Easy AGENTS.md configurations
- ✅ Skills Manager
- ✅ Scheduled Routines
- ✅ Better Budgeting
- ✅ Agent Reviews and Approvals
- ✅ Multiple Human Users
- ⚪ Cloud / Sandbox agents (e.g. Cursor / e2b / Novita agents)
- ⚪ Artifacts & Work Products
- ⚪ Memory / Knowledge
- ⚪ Enforced Outcomes
- ⚪ MAXIMIZER MODE
- ⚪ Deep Planning
- ⚪ Work Queues
- ⚪ Self-Organization
- ⚪ Automatic Organizational Learning
- ⚪ CEO Chat
- ⚪ Cloud deployments
- ⚪ Desktop App
This is the short roadmap preview. See the full roadmap in ROADMAP.md.
Community & Plugins
Find Plugins and more at awesome-paperclip
Observability
Paperclip ships with opt-in OpenTelemetry auto-instrumentation for the server (traces only). It activates when OTEL_EXPORTER_OTLP_ENDPOINT is set and supports grpc, http/protobuf, and http/json via the standard OTEL_EXPORTER_OTLP_PROTOCOL env var. The @opentelemetry/* packages are optional peer dependencies — install them only if you want tracing. See doc/observability.md for install commands and the full env-var reference.
Telemetry
Paperclip collects anonymous usage telemetry to help us understand how the product is used and improve it. No personal information, issue content, prompts, file paths, or secrets are ever collected. Private repository references are hashed with a per-install salt before being sent.
Contributors changing emitted telemetry events should follow the Telemetry Data Contract.
Telemetry is enabled by default and can be disabled with any of the following:
| Method | How |
|---|---|
| Environment variable | PAPERCLIP_TELEMETRY_DISABLED=1 |
| Standard convention | DO_NOT_TRACK=1 |
| CI environments | Automatically disabled when CI=true |
| Config file | Set telemetry.enabled: false in your Paperclip config |
Contributing
We welcome contributions. See the contributing guide for details.
Community
- Discord — Join the community
- Twitter / X — Follow updates and announcements
- GitHub Issues — bugs and feature requests
- GitHub Discussions — ideas and RFC
License
MIT © 2026 Paperclip Labs, Inc
Star History
Open source under MIT. Built for people who want to get work done, not babysit agents.
