PaperClipAI/doc/DEPLOYMENT-MODES.md

Deployment Modes

Status: Canonical deployment and auth mode model
Date: 2026-02-23

Paperclip Cloud sign-in

Cloud-managed instances use Cloud for human sign-in. The instance /auth route waits for deployment metadata before rendering; it never renders the email/password form when health identifies a Cloud-managed instance. A missing instance session returns through Cloud's /v1/stacks/:slug/entry-redirect. Cloud renews the tenant session from the existing Cloud session, or sends the user through its sign-in flow. The original tenant path, query, and fragment travel as returnTo so the user returns to the same task.

Both the Cloud origin and stack slug come from the server's health metadata (PAPERCLIP_CLOUD_API_ORIGIN and PAPERCLIP_STACK_SLUG). Do not infer the environment from the browser hostname or hardcode staging/production domains. Missing configuration shows an unavailable state. An automatic recovery attempt is limited per browser tab until a session is verified, with a five-minute expiry and an explicit retry link if recovery fails. Network/server failures show an error rather than treating the user as signed out.

Self-hosted authenticated instances retain their instance sign-in form, and local_trusted instances retain their normal access path.

Cloud stack Admins can change experimental settings on their dedicated instance. This permission comes from the current trusted Cloud stack role and does not grant other instance-admin powers. Members, Support users, and agents cannot change experiments. Operator-hidden settings and Cloud-managed feature values remain protected. Staging allows saved overrides for its editable experiments; production retains its managed feature policy.

1. Purpose

Paperclip supports two runtime modes:

1. local_trusted
2. authenticated

authenticated supports two exposure policies:

1. private
2. public

This keeps one authenticated auth stack while still separating low-friction private-network defaults from internet-facing hardening requirements.

Paperclip now treats bind as a separate concern from auth:

• auth model: local_trusted vs authenticated, plus private/public
• reachability model: server.bind = loopback | lan | tailnet | custom

2. Canonical Model

Runtime Mode	Exposure	Human auth	Primary use
local_trusted	n/a	No login required	Single-operator local machine workflow
authenticated	private	Login required	Private-network access (for example Tailscale/VPN/LAN)
authenticated	public	Login required	Internet-facing/cloud deployment

Reachability Model

Bind	Meaning	Typical use
loopback	Listen on localhost only	default local usage, reverse-proxy deployments
lan	Listen on all interfaces (0.0.0.0)	LAN/VPN/private-network access
tailnet	Listen on a detected Tailscale IP	Tailscale-only access
custom	Listen on an explicit host/IP	advanced interface-specific setups

3. Security Policy

local_trusted

• loopback-only host binding
• no human login flow
• optimized for fastest local startup

authenticated + private

• login required
• low-friction URL handling (auto base URL mode)
• private-host trust policy required
• Better Auth request rate limiting is off by default for private mode to keep local/LAN repair loops from locking out the operator; set PAPERCLIP_AUTH_RATE_LIMIT_ENABLED=true to opt in
• bind can be loopback, lan, tailnet, or custom

authenticated + public

• login required
• explicit public URL required
• stricter deployment checks and failures in doctor
• Better Auth request rate limiting is on by default; set PAPERCLIP_AUTH_RATE_LIMIT_ENABLED=false only when an explicit front-door limiter covers the deployment
• recommended bind is loopback behind a reverse proxy; direct lan/custom is advanced
• local stdio MCP runtime slots fail closed by default; set PAPERCLIP_TRUSTED_MCP_RUNTIME_HOST only when a trusted worker/runtime host is configured to supervise those processes. Remote HTTP MCP remains the preferred public-hosted path.

Paperclip Cloud warm-pool identity

A Cloud-managed warm-pool process initially boots under a pool-* origin. It receives only Cloud's public verification set in PAPERCLIP_CLOUD_RUNTIME_IDENTITY_JWKS. Before Cloud activates a claimed stack, the existing server-to-server health request carries a short-lived Ed25519 JWS that binds the immutable PAPERCLIP_CLOUD_STACK_ID, pool claim, previous origin, canonical HTTPS origin, and slug. Paperclip verifies and persists that one-time assertion, updates its live public/API URL provider, and acknowledges the exact origin in /api/health before the first user request is admitted.

The Harness signing private key is never present in Paperclip, browsers, or other tenant stacks. A different claim or destination cannot replace the persisted identity. On restart, the durable identity is loaded before auth, routes, and child-runtime configuration, even when provider variables are temporarily stale. Self-hosted deployments continue to use their configured PAPERCLIP_PUBLIC_URL and do not participate in this protocol.

4. Onboarding UX Contract

Default onboarding remains interactive and flagless:

pnpm paperclipai onboard

Server prompt behavior:

1. quickstart --yes defaults to server.bind=loopback and therefore local_trusted/private
2. advanced server setup asks reachability first:

• Trusted local → bind=loopback, local_trusted/private
• Private network → bind=lan, authenticated/private
• Tailnet → bind=tailnet, authenticated/private
• Custom → manual mode/exposure/host entry

3. raw host entry is only required for the Custom path
4. explicit public URL is only required for authenticated + public

Examples:

pnpm paperclipai onboard --yes
npx paperclipai onboard --yes --bind lan
npx paperclipai run --bind tailnet

configure --section server follows the same interactive behavior.

5. Doctor UX Contract

Default doctor remains flagless:

pnpm paperclipai doctor

Doctor reads configured mode/exposure and applies mode-aware checks. Optional override flags are secondary.

6. Board/User Integration Contract

Board identity must be represented by a real DB user principal for user-based features to work consistently.

Required integration points:

• real user row in authUsers for Board identity
• instance_user_roles entry for Board admin authority
• company_memberships integration for user-level task assignment and access

This is required because user assignment paths validate active membership for assigneeUserId.

7. Local Trusted -> Authenticated Claim Flow

When running authenticated mode, if the only instance admin is local-board, Paperclip emits a startup warning with a one-time high-entropy claim URL.

• URL format: /board-claim/<token>?code=<code>
• intended use: signed-in human claims board ownership
• claim action:
  • promotes current signed-in user to instance_admin
  • demotes local-board admin role
  • ensures active owner membership for the claiming user across existing companies

This prevents lockout when a user migrates from long-running local trusted usage to authenticated mode.

8. First Admin Setup For Fresh Authenticated Installs

Fresh authenticated installs start in bootstrap_pending until the first instance_admin exists.

For authenticated/private, Paperclip supports a browser-first setup path:

1. open the Paperclip URL from the private network or appliance UI
2. sign in or create a Paperclip account
3. choose Claim this instance on the setup screen

That browser claim promotes the signed-in session user to the first instance admin and then falls through to normal onboarding. The endpoint is available only to real browser session actors in authenticated/private; unauthenticated requests, agent keys, board API keys, and local implicit board actors are rejected.

This is intentionally a first-claim bootstrap contract: before an instance admin exists, the first authenticated browser session that completes the claim wins. Operators must keep a bootstrap_pending private deployment on a trusted network and complete setup before admitting untrusted users. This behavior is not an account-recovery or public-deployment mechanism.

The CLI fallback remains supported in all authenticated setup states:

pnpm paperclipai auth bootstrap-ceo

That command prints a one-time first-admin invite URL. Browser claim and bootstrap invite acceptance share the same first-admin transaction, so whichever path wins first makes later attempts return a conflict.

For authenticated/public, browser first-admin claim is intentionally disabled. Public deployments must use the high-entropy bootstrap invite path unless a future public-hosted setup design explicitly changes this policy.

9. Current Code Reality (As Of 2026-02-23)

• runtime values are local_trusted | authenticated
• authenticated uses Better Auth sessions and bootstrap invite flow
• local_trusted ensures a real local Board user principal in authUsers with instance_user_roles admin access
• company creation ensures creator membership in company_memberships so user assignment/access flows remain consistent

10. Naming and Compatibility Policy

• canonical naming is local_trusted and authenticated with private/public exposure
• no long-term compatibility alias layer for discarded naming variants

11. Relationship to Other Docs

• implementation plan: doc/plans/2026-02-23-deployment-auth-mode-consolidation.md
• operator workflows: doc/DEVELOPING.md and doc/CLI.md
• invite/join state map: doc/spec/invite-flow.md