DottaandPaperclip 22a3ea3414 Invite assistants from Connections with scoped browser and device consent (#14933)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Public MCP lets people use their organization from an external
assistant.
> - Operators need a visible control for this experimental access.
> - Hosted users should select an organization once and then approve its
permissions.
> - This pull request adds the setting, invitation-first setup, and
browser or device consent.
> - Connections provides a copyable invitation with public instructions
that grant no access.
> - Users reach browser consent from their assistant and return to
inspect or revoke access.

## Linked Issues or Issue Description

Builds on merged foundation #14846. This PR now targets master. Related
settings convention: #13905.

**Current behavior**

The preview uses an environment variable to enable MCP. Hosted consent
repeats organization selection. Assistant access has no entry in
Connections, so users must already know the endpoint and how to reach
consent.

**Proposed behavior**

An administrator enables Settings → Experimental → Assistant connections
(MCP). A hosted connection shows the selected organization and its icon,
then asks for permissions. Requested write access starts checked when
the user’s role permits it; the user can opt out before connecting.
Direct instance connections show an organization picker with the first
available organization selected. The selection stays fixed across
refetches and still requires an explicit Connect action. Connections
includes Assistant Connection (MCP). Its setup page explains the
canonical endpoint, client configuration, browser authentication, and
connected access. It connects as the current person and does not select
or impersonate an agent.

**Reason and benefit**

Operators manage access with the other experiments. Users select one
organization, and both the UI and server enforce that choice.

**Breaking changes**

The old enable variable has no effect. Preview operators must enable the
setting once. Apply the additive consent-request migration before
deploying the tenant, then deploy the compatible Cloud broker. Existing
direct requests and grants keep their behavior.

## What Changed

- Simplify OAuth and device consent: show the Paperclip logo beside
“Connect {client} to Paperclip”, fall back to “your assistant”, and show
the identifying origin plus its favicon below, with the callback URL
also visible when different. Remove the hosted-organization creation
action. Default to the first available organization without silently
changing it on refetch; preserve company restrictions and write
opt-outs. Keep the button row contained on narrow screens.
- Make Copy invitation the primary action, using the shared animated
AgentSetupPrompt and a collapsed manual setup section with icon-labeled
line tabs. Remove redundant link actions, copy-status text, the extra
first-prompt well and revocation explanation from the setup page. Serve
shared version-aware HTML and Markdown instructions without private
organization data.
- Support guarded Client ID Metadata Documents alongside dynamic
registration, and include authorization response issuer identification.
- Add RFC 8628 device authorization with separately hashed codes,
expiry, shared request quotas, persistent polling backoff and atomic
redemption. Reuse human consent, role checks, scoped grants, audit and
revocation.
- Add CLI device login and a local stdio bridge. Store credentials
separately with private permissions and serialize rotating refreshes.
- Add device consent stories and five cold-start paid Product E2E cases
with independent grant, configuration and durable-work assertions.

- Add `enablePublicMcp` to the settings validator, normalizer, feature
catalog, and toggle UI. Check it live for OAuth, tools, subscriptions,
and event delivery. Keep connection management and revocation available
while disabled.
- Default the MCP origin to the existing auth public URL, with strict
validation and an explicit override.
- Persist the optional OAuth `company_id` restriction. Describe only
that company and reject approval for any other company, even if the
person belongs to both. Keep active-membership and role checks.
- Show the Paperclip icon and a large organization icon during consent.
Return the saved company logo through the company-scoped request
response and reuse the standard fallback icon. Use the requested concise
permission labels: “Read all of your Paperclip data” and “Allow write
access and creating tasks as me”. Use concise permission copy, retain a
compact client and callback-origin disclosure, and remove the footer
link.
- Default requested write access on for eligible roles. Preserve opt-out
across organization changes and refetch, reset defaults for a new
request, and submit read-only access when the request or role does not
allow writes. Align the shared checkbox with its label.
- Use organization wording in consent, management, settings, and
walkthroughs. Keep the organization fixed for hosted requests and retain
direct-instance choice.
- Add an Assistant Connection (MCP) card to the Connectors catalog, a
setup page in the app shell, and a return link from Experimental
settings. Include Codex, Claude Code, OpenCode, and generic remote MCP
instructions.
- Read the live gate and canonical server URL through authenticated
setup metadata. Show only the current person’s grants for the selected
organization, refresh after consent, and support revocation. Surface
catalog status failures with an explicit retry action; do not present
them as an empty connection list. Opening setup grants no authority.
- Start the eight guided chapters in Connections. Keep presenter notes
and chapter controls around real product pages in the app shell. Explain
the terminal, consent, delegation, retrieval, and revocation handoffs.
Mark conversation examples as illustrative. Cover first use, client
setup, connected, loading, and error states. Keep the existing consent
and management stories.
- Keep the paid-eval setup and browser helper aligned with the setting
and consent button.

## Verification

- Warm-standby integration fix `ec64ea05e`: public MCP ingress now
follows the Cloud claim guard; MCP and discovery paths return 503
instead of SPA HTML while unclaimed. Event polling checks the in-memory
claim before reading the persisted experimental setting. All 97 focused
OAuth/Cloud tests and server typecheck pass, including new request and
timer regressions for idle-before-claim and resume-after-claim behavior.
Fresh review is 5/5 with no unresolved threads, and all security scans
pass on this final head. All browser shards, typecheck, build, canary
installation and other test groups passed on the first attempt. The
unchanged Cursor sandbox default-command test timed out at 10 seconds;
the exact test passed locally without edits in 587 ms. The single
failed-job retry passed, with the original failure retained in workflow
37500711895. All 54 final-head checks pass on
`ec64ea05e9a03e2179d4e2f84c2de03761f7ce26` (two optional Storybook jobs
are intentionally skipped).

- Final master integration `8457828fc`: merged foundation #14846 and
current master, preserving the invitation changes and all 33 files from
the two newer upstream changes. No migration renumbering was required.
All 95 focused OAuth/Cloud integration tests, full recursive typecheck
and token gates pass. All CI gates passed on that integration head;
review identified the warm-standby issue fixed above.

- Security-review fix `8c1d0b696`: commit shared global/per-source
admission before outbound CIMD work, preserve failed-attempt receipts,
and validate resource/scope before fetching. Added migration
`0305_chubby_vin_gonzales.sql` and six concurrent/adversarial regression
cases. All 69 OAuth/metadata tests, 26 migration checks, full recursive
typecheck and production build pass. The security scanner passed that
commit. Follow-up `87f9658e7` limits only actual cache-miss fetches; 18
authorization requests sharing one proxy across two service instances
use just two fetches. All 70 OAuth/metadata tests and server typecheck
pass after that refinement. Final follow-up `8ebeae84c` reports
admission-storage failures as retryable HTTP 503 instead of invalid
client metadata. Its regression proves no outbound request before
admission and successful retry after storage recovers. All 71
OAuth/metadata tests and server typecheck pass. Final-head security
scanning passes; Greptile is 5/5 with no unresolved findings. CI passed
all browser shards, typecheck, build, token gates and canary
installation. One unchanged adapter-utils bridge test raced a
response-file write (expected a JSON error, received the safe
file-changed error). The exact test passed locally without edits. The
single failed-job retry passed; the original failure is retained in
workflow 37490609192. All 54 checks now pass on final head
`8ebeae84ca77c0cf7ac12c2006f0f8743fe50e0b`, with security scan and fresh
Greptile 5/5 and no unresolved threads. Foundation #14846 subsequently
merged as `e34abee670069cca84afb2efb86041bce7dccbec`; the final
integration above now targets master.

- Integration with current master: preserved the new Connections source
filters and pagination, kept all eval suites, and regenerated the
consent/device snapshots as migrations 0303/0304. All four MCP migration
SQL hashes are unchanged from the staging versions. Full recursive
typecheck and production build, 132 focused UI tests (including catalog
filtering), 89 server authorization/settings tests, 26 migration tests,
120 eval calibration tests and token gates pass. Review follow-up
`4820ce74c` also keeps active assistant grants in Installed, with
pending/error recovery and revocation/company-isolation coverage. All 76
setup/catalog tests, UI typecheck and token gates pass after that fix.
The unchanged signoff browser test timed out waiting for a heartbeat in
CI at `4820ce74c`; the exact test passed locally without code changes,
and the preceding CI head passed that shard. That same unchanged test
failed at the reviewer stage in the next CI run. All five signoff tests
passed three times locally (15/15), without test changes. All eight
browser shards pass at final head `8ebeae84c`; no browser-test edits or
failed-browser-job retries were needed.

- Setup-page refinement at `9ab009178`: all 17 focused setup/consent
tests pass, along with UI typecheck, production build, Storybook build
and token gates. Browser exercised the shared prompt preview and client
tab switching, and the updated InvitationCopied Storybook interaction
checks its clipboard fixture. All final-head CI checks pass at
`9ab009178`, with no unresolved review findings. Deployed successfully
to Butter in
https://github.com/paperclipai/paperclip-cloud/actions/runs/37475189524.
Verified the actual page, tab switching and line styling, removed
actions/copy, and successful native copy/paste of the complete Butter
invitation into a local-only test field. The existing Claude grant was
left intact.
- Consent follow-up at `dc8e9fd11`: all 10 consent tests and token gates
pass. UI typecheck and production build passed again at `4e4d5e4d9`;
Storybook build and eval-helper typecheck passed for `28101cf91`.
Follow-ups let the primary button wrap on narrow screens, preserve a
distinct callback URL, and use only bundled icons to avoid pre-consent
requests to client-selected sites. Browser-verified the real consent
component in desktop and 320px mobile stories, including default
selection, write access and preserved opt-out. Updated E2E
heading/default-selection helpers. All CI checks passed at `dc8e9fd11`,
with review 5/5 and no unresolved threads. The Butter preview
publication needed a retry because npm initially accepted the DB package
before making it visible; the retry succeeded and `dc8e9fd11` deployed.
Verified a fresh, unapproved native Codex CIMD request on Butter:
default organization/write selection, known-client heading and icon,
distinct callback origin, and removed creation action. No grant was
approved for this UI check. Prior paid runs below retain their exact
source provenance; this UI-only follow-up did not rerun paid
qualification.
- Source-pinned paid matrix at
`2992ef2710f47230e7f484c709c6ba02524f884c`: **15/15 passed**, five cases
each on GPT-5.4 Mini, Claude Haiku and Sonnet. Campaign
`local-2026-10-06T02-41-14-462Z`. Covers cold start, existing config,
unavailable host, denied consent and reconnect/later retrieval, with
independent configuration/grant/task/run/document assertions. Original
failures, transcripts, source fingerprints and billing remain retained.
- Final instruction follow-up `cda8178af`: **3/3 cold starts passed** on
Mini, Haiku and Sonnet. Campaign `local-2026-10-06T02-58-30-041Z`.
Latest `0637b9f1c` shares that same guidance across HTML, Markdown and
manual UI after review; generated Markdown is verified byte-identical to
the paid-evaluated version. Shared build, server/UI typechecks, token
gates and 63 auth/metadata tests passed again. Every CI gate passed at
prior HEAD `0637b9f1c`, with review 5/5 and no unresolved threads.
- Other focused checks: 11 CLI credential/refresh-lock tests, 120 eval
calibration tests, server/UI/eval typechecks, token gates and Storybook
build passed. Full recursive typecheck and production build passed
during implementation; CI also passed them at `2992ef271`.
- Local full-suite limitations: a large-file Git streaming test times
out on this Mac, and broader CLI/route runs hit DB hook timeouts. Fresh
MCP reruns passed, and the corresponding CI groups passed. No claim that
the local full suite is green.
- Actual clients: Codex 0.153.4 and Claude Code 2.1.245 reach CIMD
consent; device CLI reaches verification/consent. New grants await human
approval. Existing local OpenCode retrieved a saved result in a fresh
conversation through its previously approved grant.
- Fresh OpenCode 1.18.17 on Butter: started with no MCP config, received
the exact copied invitation, read public setup, configured its server
and started PKCE consent. Its shell command timed out; background retry
reached the client's own callback deadline while approval remained
pending. Latest instructions cover that handoff. **No completed Butter
read/delegation/result retrieval is claimed.**
- Cloud companion
https://github.com/paperclipai/paperclip-cloud/pull/672 passes
checks/review and deployed. Anonymous setup and device-protocol routing
verified. Core `2992ef271` deployed successfully and the actual Claude
web flow now reaches consent. Its extra JWT-bearer metadata is filtered
to implemented grants; unsupported token grants remain rejected. Final
`0637b9f1c` deployed successfully to Butter in
https://github.com/paperclipai/paperclip-cloud/actions/runs/37409195300;
live HTML and Markdown both contain the final guidance. The superseded
instruction-only build was canceled before deployment. This is a
core-only staging preview; private Cloud plugins are omitted. ChatGPT
web is signed out, so browser connector use is unverified.
- Screenshot gallery begins at Butter's dashboard and distinguishes real
setup/pending consent from local reuse and fixtures. It records the
timeout finding. New persistent access needs human confirmation before
the remaining actual-client acceptance work.
- Manual path: Connectors → Assistant Connection (MCP) → Copy invitation
→ paste into assistant → configure and start authorization → sign in and
approve → verify `paperclip_connection` → delegate → retrieve the saved
report later.
- Plan and instructions: `doc/plans/2026-10-05-assistant-invitations.md`
and `doc/public-mcp.md`.

## Risks

- Apply additive, replay-safe migration `0304_curvy_shadow_king.sql`
before using device authorization. The public setup link carries no
credential. Device codes and tokens stay private; neither sharing
instructions nor installing a plugin authorizes access.
- Apply additive migration `0305_chubby_vin_gonzales.sql` before
deploying the shared metadata admission gate. It retains at most 60
short-lived, hashed-source receipts per instance and rejects excess
attempts with 429.
- CIMD metadata fetching is a new external-input boundary. It requires
HTTPS, exact client ID and redirect validation, bounded responses and
guarded DNS/network access. Client names remain self-reported.
- Device support is per-instance. The central Cloud broker retains its
existing grant support. Host installation and tool reload capabilities
vary by client; instructions describe manual settings and restart
requirements.

- Consent names the registered client in its heading and displays its
identifying origin below. Known-origin icons are bundled; all other
origins show a neutral site icon without contacting client-selected
sites. Client names are self-reported; the callback origin is the
recipient check. The Cloud chooser also displays the original client and
receiving origin before tenant handoff.

- A user who accepts the preselected write permission can create tasks
and comments. Task creation and comments can start or wake agents and
use execution budget; the consent label uses the concise wording
explicitly requested by the maintainer. Scope requests, role checks, and
the final Connect action still apply.
- Migration `0303_supreme_garia.sql` adds one nullable UUID column with
`IF NOT EXISTS`. Requests without a company restriction keep the
direct-instance picker. The binding stays recorded if its company is
deleted; consent then fails closed.
- Deploy tenant support before the Cloud broker sends `company_id`.
Unknown or inaccessible organizations must never fall back to a
different company.
- The setting defaults off. Disabling access does not cancel work
already delegated. Existing tokens and unexpired subscriptions can
resume when enabled again; revocation remains separate.
- The catalog entry is visible for discovery while the feature is off.
Setup instructions, OAuth, and tool execution remain gated. No access is
granted by viewing the entry.
- Assistant sign-in starts in the external client so it owns PKCE and
callback state. Client command syntax can change and links to official
setup documentation are included.
- An authenticated instance and valid public URL are required. Hosting,
paid execution, and store publication remain separate rollout steps.

## Model Used

OpenAI GPT-6 in Codex, with tool use and code execution. The exact
serving model version and context window are not exposed in this
session.

## 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 (focused checks pass;
unrelated local full-suite timeouts are explicitly recorded above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 12:35:16 -05:00
…
…

Paperclip is the app people use to manage AI agents for work.

Quickstart · Docs · GitHub · Discord · Twitter · Website

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Sign up for the Paperclip Cloud waitlist →


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. Choose models and harnesses per agent while keeping your team's tasks, skills, permissions, and history in one place.

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.

Works
with
OpenClaw
OpenClaw
Claude Code
Claude Code
Codex
Codex
Cursor and Cursor Cloud
Cursor
+ Cloud
Gemini CLI
Gemini CLI
OpenCode
OpenCode
Pi
Pi
Hermes and Hermes Gateway
Hermes
+ Gateway
Grok Build
Grok Build
Kimi Code
Kimi Code

If it can receive a heartbeat, it's hired.

Custom processes, HTTP endpoints, and external adapter packages extend the roster. See the adapter overview for setup and capabilities.


Paperclip is right for you if

  • ✅ You want to build autonomous AI organizations
  • ✅ 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

The four pillars

Four things have to work for an organization of AI agents to actually produce: the tasks, the org, the training, and the infrastructure. Paperclip is built around exactly those four pillars.

The four pillars of Paperclip
Pillar Built for What it covers
Agentic Task Manager — Declare intent. Agents work. You verify the output. Everyone, daily Tasks, approvals & review gates · proactive agent coworkers · auditable routines & workflows · verify from diffs, screenshots & tests
Org Chart for Agents — Roles, permissions & boundaries for humans and agents. Managers Mixed human + agent org chart · responsibilities, delegation, specialization · governance: who can do what · scoped secrets & company boundaries · connection permissions & responsible-user identities
Agent Employee Training — Design, train & evaluate your AI employees. Enablers Skill Studio & shared org-wide skills · evals & saved test runs · active learning loops & quality metrics · performance reviews for agents · saved test inputs · skill version history & restore · reusable team templates
Agentic OS — The infrastructure that makes the work run. IT & platform Cross-provider runtime: any model, any agent · sandboxing, integrations & MCP servers · SSO, GRC, RBAC & cost controls · data privacy, internal trace collection, compounding data value · personal & shared app connections · run history & opt-in tracing

Features

🔌 Bring Your Own Agent

Any agent, any runtime, one org chart. If it can receive a heartbeat, it's hired.

🎯 Goal Alignment

Link tasks and projects to your organization goals. Agents receive the goal context behind their work.

💓 Heartbeats

Agents wake for assigned work, follow-up messages, or configured schedules. Delegation flows up and down the org chart.

💰 Cost Control

Company, agent, and project budgets. Track reported spend, get threshold alerts, and pause work at configured limits.

🏢 Multi-Organization

One deployment, many organizations. Separate tasks, agents, permissions, and activity histories for each.

🎫 Task Threads

Keep conversations, plans, blockers, files, and run history attached to the work. Assign tasks to agents or people.

🛡️ Governance

Configure review and approval stages, approve hires, and pause, reassign, or stop work when needed.

📊 Org Chart

Hierarchies, roles, reporting lines. Your agents have a boss, a title, and a job description.

📱 Mobile Ready

Monitor and manage your autonomous businesses from anywhere.

🔗 Apps & Connections

Connect services such as GitHub, Notion, and Railway, or your own MCP server. Set gateway actions to Allowed, Ask first, or Off.

👥 Shared Agents, Personal Accounts

Choose who can use a connection and which agents can access it. Managed GitHub operations can use the account of the person directing the work.

🧠 Skills & Skill Studio

Install or write shared skills, test them with saved inputs, inspect results, and restore earlier versions.

📅 Scheduled Routines

Run recurring work on a schedule or trigger it through an API or webhook. Each run has a task, an owner, and a history.

📎 Artifacts & Feedback

Find the files and documents agents produce. Preview supported formats and leave comments on specific passages in documents.

📦 Ready-Made Teams

Preview and install teams with roles, skills, projects, and routines. Choose their runtimes and make the setup your own.

Experimental Agent Chat and chat/email connectors add conversations with agents in Paperclip and through configured services such as Slack, Discord, Telegram, and AgentMail. Enable the relevant instance settings to try them.


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. ✅ Spend tracking, budget alerts, and automatic pauses help you control the cost of ongoing work.
❌ You have recurring jobs (customer support, social, reports) and have to remember to manually kick them off. ✅ Routines create assigned tasks on a schedule, with outputs and run history you can inspect.
❌ 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 task checkout. A single assignee and execution locks prevent competing runs from claiming the same task.
Persistent work context. Tasks, comments, and documents stay in Paperclip. Supporting adapters resume saved sessions across runs.
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.
Accountable connections. Human access, agent eligibility, and gateway action permissions are separate controls. Approve a call once or save a revocable rule.
Goal-aware execution. Linked tasks and projects carry goal ancestry so agents see the "why," not just a title.
Portable company templates. Export/import orgs, agents, and skills with secret scrubbing and collision handling.
Organization boundaries. Company-scoped access checks keep each organization's work, agents, and activity separate within one deployment.

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), human roles and permissions, agent API keys, short-lived run JWTs, company memberships, and invite flows. Responsible-user attribution follows work through delegation and supported managed connections.

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. Search across work, review document revisions, and leave anchored feedback.

Heartbeat Execution — DB-backed wakeup queue with coalescing, budget checks, workspace resolution, secret injection, skill loading, and adapter invocation. Runs produce logs, usage records, and adapter-specific session state. Bounded recovery handles supported failures and surfaces cases that need human action.

Workspaces & Runtime — Project repositories and workspaces, optional isolated execution workspaces (git worktrees, operator branches), and runtime services (dev servers, preview URLs). Sandbox providers extend execution beyond the local host; availability depends on the configured environment and adapter.

Governance & Approvals — Board approval workflows, execution policies with review/approval stages, decision tracking, budget hard-stops, and agent pause/resume/terminate. Configured task reviews govern completion; connection action approvals govern calls through the tool gateway.

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. Enforcement uses recorded spend; usage reporting and in-flight work can delay a stop.

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 — Company secrets and per-person secret values, encrypted credential storage, local or S3-compatible file storage, attachments, and work products. Secret references supply credentials to authorized runs without copying values into ordinary agent configuration.

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 — Preview, export, and import organization packages with agents, skills, and optional projects, routines, tasks, and attachments. Referenced secret values are omitted; review packages before sharing because plain environment values and local paths can remain. Packages share an operating setup; full-instance recovery uses backups.


What Paperclip is not

Not just a chatbot. Conversations stay attached to tasks, plans, decisions, and outputs. Experimental Agent Chat can hand work off to assigned tasks.
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 just a workflow builder. Routines and experimental pipelines operate within an organization, with roles, goals, budgets, and governance.
Not a prompt manager. Agents bring their own prompts, models, and runtimes. Paperclip manages the organization they work in.
Not limited to one agent. Start with one agent and grow into a team with shared skills, delegation, and review.
Not only for code review. Coding and PR review fit alongside research, operations, content, and other work.

Quickstart

Open source. Self-hosted. No Paperclip account required. Follow the guided quickstart to set up your first agent.

Just ask your agent to install Paperclip

Share the installation guide with your agent.

Or install it yourself

With Node.js 24.11 or newer installed:

npx paperclipai@latest onboard --yes

The CLI runs from npm's cache; your instance configuration and data persist locally.

See the installation guide for managed installs, pinned versions, canary and git-ref installs, updates, rollback, service management, and uninstalling.

For an isolated manual test instance that is already initialized with a CEO agent, use test-drive. It stays in the foreground, never installs a service or creates a first task, and opens the browser only after setup succeeds:

ANTHROPIC_API_KEY=... npx paperclipai test-drive
OPENAI_API_KEY=... npx paperclipai test-drive --harness codex
OPENROUTER_API_KEY=... npx paperclipai test-drive \
  --harness opencode \
  --model openrouter/anthropic/claude-sonnet-4.5

Each run without --data-dir gets a unique, retained temporary directory; its absolute path is printed at startup. Pass --data-dir to reuse one, or --no-browser to leave the initialized instance unopened. When invoked from a linked Git worktree, test-drive also enables task execution in that worktree. See the test-drive guide for credential and reuse behavior.

Troubleshooting: private npm registry .npmrc

If this fails with an E404 for paperclipai (or similar) and you use a private npm registry (for example GitHub Packages) via a global ~/.npmrc, npx may be resolving paperclipai against that private registry instead of the public npm registry.

Diagnostic:

npm config get registry

Workaround (cross-platform; force the public npm registry for this command):

npx --registry https://registry.npmjs.org paperclipai@latest 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@latest onboard --yes --bind lan
# or:
npx paperclipai@latest onboard --yes --bind tailnet

If you already have Paperclip configured, rerunning onboard keeps the existing config in place. Use npx paperclipai configure to edit settings.

Or manually:

git clone https://github.com/paperclipai/paperclip.git
cd paperclip
pnpm install
pnpm dev

This starts the UI and API at http://localhost:3100. An embedded PostgreSQL database is created automatically — no setup required.

Requirements: Node.js 24.11+, pnpm 9.15+

Source development also builds the native Paperclip Runner when enabled (the self-hosted default). Install a Rust toolchain, or set PAPERCLIP_RUNNER_BINARY to a compatible prebuilt runner.


FAQ

Q: Is this project maintained or just slop?

A: Paperclip is maintained by the Paperclip team. We've merged over 2,700 pull requests.


Q: What does a typical setup look like?

A: 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.

For remote access, use authenticated mode with a private-network bind such as Tailscale, or deploy the persistent server with Docker. See deployment modes and the Docker guide.


Q: Can I run multiple companies?

A: Yes. A single deployment can host multiple organizations with company-scoped data and access checks.


Q: How is Paperclip different from agents like OpenClaw or Claude Code?

A: Paperclip uses those agents. It orchestrates them into a company — with org charts, budgets, goals, governance, and accountability.


Q: Why should I use Paperclip instead of just pointing my OpenClaw to Asana or Trello?

A: 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)


Q: Do agents run continuously?

A: Agents wake for assigned work and follow-up messages. Optional timer heartbeats let them check for work periodically; routines create recurring tasks on their own schedules. You can also connect externally running agents such as OpenClaw. A mention alone does not assign work or wake another agent.


Development

pnpm dev              # Full dev (API + UI, watch mode)
pnpm dev:once         # Full dev without file watching
pnpm dev:server       # Server only
pnpm dev:mobile       # Serve prebuilt UI on :3101 for phones/tablets (proxies /api → :3100)
pnpm dev:both         # Run `pnpm dev` and `pnpm dev:mobile` together
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, Skill Studio & Skills Store
  • ✅ Scheduled Routines
  • ✅ Better Budgeting
  • ✅ Agent Reviews and Approvals
  • ✅ Multiple Human Users
  • ✅ Cloud / Sandbox agents (e2b, Cloudflare, Daytona, Modal, Novita, self-hosted Kubernetes)
  • ✅ Artifacts & Work Products
  • ✅ Deep Planning (planning mode, revisioned plans, plan approvals)
  • ✅ Enforced Outcomes (watchdogs, recovery actions, review gates)
  • ✅ MCP Tool Gateway & Apps (governed tool access)
  • ✅ Secrets Manager with per-agent access
  • ✅ Activity log & action attribution
  • ✅ Self-healing runs & automatic recovery
  • ✅ Agent evals & feedback
  • ✅ Connected Apps
  • ✅ Personal & Shared AI Accounts
  • ✅ Shared Agents Use Personal GitHub Identities
  • ✅ Skill Version History & Restore
  • ✅ Document Comments & Revision History
  • ✅ Company-Wide Search
  • ✅ Multi-Model & Multi-Harness Teams
  • 🟡 Memory / Knowledge
  • ⚪ MAXIMIZER MODE
  • ⚪ Work Queues
  • ⚪ Self-Organization
  • ⚪ Automatic Organizational Learning
  • 🟡 Agent Chat
  • 🟡 Cloud deployments
  • ⚪ Desktop App
  • ⚪ Bring-your-own-ticket-system (Asana / Linear / Jira as on-ramps)

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. @opentelemetry/api is a normal server dependency; the SDK, auto-instrumentation, and exporter 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.

Paperclip also ships with opt-in Sentry error monitoring for the server and the browser. Set SENTRY_DSN_FRONTEND to activate it for the browser and SENTRY_DSN_BACKEND to activate it for the server — each variable is optional, and the legacy SENTRY_DSN variable still works as a fallback for either component. The supported server SDK version is @sentry/node@10.71.0; it is an optional peer dependency for the server, so install it only if you want error monitoring. The browser SDK, @sentry/browser, is pinned to the same exact version. See doc/observability.md for the install command, the privacy settings, and the full default capture set.

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. For proposed first-party events that are not in the generated contract yet, follow Telemetry Workflow.

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.

We're hiring


Community


License

MIT © 2026 Paperclip Labs, Inc

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