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PaperClipAI/doc/plugins/PLUGIN_AUTHORING_GUIDE.md
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Nicky LeachandPaperclip 00331e0254 Connect native Runner admission to plugin-owned workspaces (#16978)
## Thinking Path

> - Paperclip manages work for AI agents.
> - A plugin can own an execution environment and its files.
> - #17029 supplies the task driver and bounded setup verification.
> - Heartbeat still prepares workspace files on Core and expects a shell
transport.
> - This PR gives the selected plugin ownership of workspace preparation
and native task execution.
> - Core keeps admission, tool authority, and recovery checks.

## Linked Issues or Issue Description

**Subsystem affected**

Heartbeat workspace admission and native Runner execution.

**Problem or motivation**

A task-only plugin cannot run through Core filesystem staging or shell
execution. Native admission and recovery must use the same lease and
workspace ownership.

**Proposed solution**

Use the task driver from #17029. Resolve workspace and project
identities without Core file operations. Connect native dispatch and
restart recovery to that driver.

**Alternatives considered**

Keep workspace admission and dispatch in one change. A workspace change
alone would leave dispatch on the previous transport. An execution
change alone would leave Core staging files for the wrong host.

## What Changed

- Enable plugin environment selection for native workspace sessions.
- Resolve workspace metadata and authorized project references without
Core checkout, copy, or provision operations.
- Preserve agent-default and primary workspace policies. Use the pinned
workspace provider for plugin-backed project storage. Reject unsupported
Core service commands and cross-owner reuse.
- Connect native execution to the prepared task driver. Keep assigned
MCP authority on Core.
- Save exact checkpoint identity, transfer selected account refreshes,
and require termination proof before replacement or cleanup.
- Complete managed plugin workspaces through their storage provider. Use
the same check after a restart. Keep branch validation and leave
task-owned files on the plugin.
- Include default instruction content in runtime synchronization when no
instruction directory exists.
- Defer new-agent Copilot verification until the saved-agent lifecycle
can acquire the agent-owned computer.

## Verification

- Rebased onto `origin/master` at `898144f4b3`. Master advanced once
during verification. Both manual conflicts joined import blocks: one in
`native-session-executor.ts`, and one in
`heartbeat/runtime-execution.ts`. The seven patches retain their logic.
The first rebased head passed repository typecheck, build, all 862
focused execution/finalizer cases, and all CI gates. The latest head
`93e5a72892` passes server typecheck and all 880 focused execution,
finalization, and execution-control notification tests. All 54 CI/review
checks pass, with two expected skips. Greptile ran automatically and
scored this head 5/5 with no unresolved findings. No new review or Apex
request was made for these import-only resolutions.
- The successful CI workflow initially left three stale job-check
reports. Targeted policy and summary reruns cleared the reports. No
source change or test fix was needed.
- Repository typecheck and build pass: `pnpm -r typecheck` and `pnpm
build`.
- Focused native execution and restart tests pass: 795 cases. The
account and harness suites pass: 159 cases. Workspace admission passes:
48 cases. The SDK task lifecycle, workspace API, runtime-hook, and
instruction checks also pass.
- The heartbeat integration case uses the merged workspace provider
contract and reaches native dispatch with no project files on Core. The
new-agent case confirms that creation leaves the agent in `preparing`
until lifecycle verification.
- Map validation and the Copilot source-identity check pass. No Runner
implementation or source-identity bump is in this PR.
- The first rebased workspace run found two stale path assertions and a
recovery guard that did not recognize task-owned targets. These are
fixed. The storage integration fixture also needed its persisted source
binding; the production authorization check stays in place.
- Two prior review findings required rejection of Core service startup
and cross-owner workspace reuse. The existing admission fixtures now
check both failures. The installed-account authentication finding was
fixed in merged #17029.
- Tests reuse the current fixtures. No new provider test matrix or live
Runner process is added for these fixes.
- The prior head `2db273ec12` passed CI on its first attempt and reached
standard Greptile 5/5. Apex scored 4/5 and found local-folder checks
during plugin completion and recovery.
- The completion fix reproduces both failures. It passes all 110 cases
in the runtime execution, workspace finalizer, and workspace provider
integration suites. Server typecheck and map checks pass. CI passed on
`62d8335b4e` on its first attempt, and standard Greptile scored 5/5. The
next Apex review scored 4/5. It found that a failed plugin inspection
could abort restart recovery.
- The restart fix records a failed workspace receipt and uses the
current run retry policy. A regression first reproduced the aborted
pass. It now checks retry state, retained results, and completion of
another workspace in the same pass. All 68 finalizer cases and server
typecheck pass. CI passed on `7d4016323b` on its first attempt. Standard
Greptile and Apex both scored 5/5. Apex left one P2 about lost failure
codes.
- The diagnostic fix keeps the known branch and owner mismatch codes in
receipts and run recovery state. It gives repair guidance for those
codes and keeps unknown plugin errors generic. All 96 affected finalizer
cases and server typecheck pass. Before the rebase, required CI passed
on `c2fa61c6c8` on its first attempt. Standard Greptile and Apex both
scored 5/5 on that head, with no unresolved findings. The new head
retains these reviewed patches.
- The earlier Superagent scan on `c2fa61c6c8` was inconclusive after a
pinned merge-base checkout failed or timed out. The current scan on
`93e5a72892` passes.
- The exact rebased head passes all 48 workspace cases and server
typecheck. The first local test launch could not bind PostgreSQL inside
the sandbox. The authorized local-server run passed.
- The prior head reached standard Greptile 5/5. Its first CI run hit an
unchanged Runner cleanup timeout and an external build-runner shutdown.
Both jobs passed on the single retry. The timeout cause is not
established.
- A local regression check found that a retained Core workspace could
also enter a plugin task without file transfer. Core now rejects this
move before provider work. The existing ledger test covers both
directions and confirms that the source files stay intact.
- The first active standard review scored 4/5. It found that a fresh
plugin retry could enter Core Git preparation. This mode now uses the
existing unsupported-storage error before workspace resolution or
acquisition. Both unsupported-mode cases pass, and server typecheck
passes.
- No live Cloud or provider validation was run.

## Risks

- The prerequisite #17029 is merged. This PR targets master.
- Native plugin tasks support per-turn workspace sessions. Core service
commands and fresh retries that import retained files remain
unsupported. A workspace storage plugin can use the modes and strategies
it declares.
- Core-managed credentials support Codex and direct Claude accounts.
Other managed credential routes fail closed. Other harnesses can use an
installed account.
- A provider must preserve its prepared configuration and report process
termination correctly. Uncertain termination keeps the task pending
cleanup.
- Cloud deployment and live provider validation remain separate.

## Model Used

OpenAI Codex, GPT-6. The exact model ID and context window are not
exposed in this session. Tool use includes code editing, local tests,
and the GitHub CLI.

## 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 described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal issue
details
- [x] I have run focused tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 08:22:48 -07:00

33 KiB

Plugin Authoring Guide

This guide describes the current, implemented way to create a Paperclip plugin in this repo.

It is intentionally narrower than PLUGIN_SPEC.md. The spec includes future ideas; this guide only covers the alpha surface that exists now.

New to plugins? Start with the short Local Plugin Development guide — it walks the CLI happy path (plugin init → pnpm dev → plugin install <path>) end to end. Come back here for the full manifest surface, worker capabilities, and UI components.

Current reality

  • Treat plugin workers and plugin UI as trusted code.
  • Plugin UI runs as same-origin JavaScript inside the main Paperclip app.
  • Worker-side host APIs are capability-gated.
  • Plugin UI is not sandboxed by manifest capabilities.
  • External object reference providers are trusted-install only in the MVP. Capabilities gate provider detection/resolution and host API calls, but they are not a sandbox boundary for untrusted marketplace code.
  • Plugin database migrations are restricted to a host-derived plugin namespace.
  • Plugin-managed surfaces are first-class records (agents, projects, routines, and skills) rather than private plugin-only state.
  • Plugin-owned JSON API routes must be declared in the manifest and are mounted only under /api/plugins/:pluginId/api/*.
  • The host provides a small shared React component kit through @paperclipai/plugin-sdk/ui; use it for common Paperclip controls before building custom versions.
  • ctx.assets is not supported in the current runtime.

Idle sleep

An enabled worker blocks automatic idle sleep unless it implements onIdleDrain(signal): Promise<"none" | "present" | "unknown">. This is a live runtime handshake, not a manifest or version exemption. Older SDKs remain blockers. Manual shutdown keeps its existing behavior.

The host checks the exact owned, expiring task-drain hold. It closes new worker admission and checks outstanding RPCs in both directions and live terminal routes. The SDK also counts accepted handlers and notifications until they actually finish. Caller timeouts do not count as completion. An unconfirmed write, missing worker, crash, invalid reply, or expired hold prevents sleep.

The hook must return none only when plugin-owned timers, sockets, detached operations, and cleanup are settled and cannot start work until signal aborts. Do not cancel useful work to make a worker idle. Return present while work remains and unknown when completion cannot be proved. The SDK closes ordinary RPC admission while the hook runs and until the matching hold releases or expires. Release aborts the signal; expiry does so without another request. Hooks that suspend autonomous work must arrange its safe resumption on abort.

The handshake does not exempt database work. Enabled jobs, deliveries, schedules, external ingress, and other persisted work still block sleep until they have their own safe wake contract. An installed plugin without a matching live worker receipt also blocks sleep.

Daytona currently opts in only before its worker has contacted the provider. After provider access it remains a blocker for that process lifetime, even if the visible operation finishes. Its timeout and terminal cleanup paths need stronger completion receipts before that restriction can be relaxed. Restarting does not bypass the separate persisted lease and recovery checks.

Required agent lifecycle work

Use onAgentLifecycle for resources that must be ready before an agent works or removed before termination completes. Declare both agentLifecycle: true and agents.lifecycle.manage in the manifest. The host calls the plugin after the lifecycle command commits. The lifecycle module owns admission, progress, and retries; a plugin does not need a readiness data handler or a polling job.

import { definePlugin } from "@paperclipai/plugin-sdk";
import { reconcileResources } from "./resources.js";

export default definePlugin({
  async setup() {},
  async onAgentLifecycle(request) {
    // Provider code must persist revision fences and tolerate repeated calls.
    const complete = await reconcileResources(request);
    return {
      operationId: request.operationId,
      version: request.version,
      status: complete ? "complete" : "pending",
    };
  },
});

reconcileResources above is plugin-owned provider code, not an SDK function. Use companyId and agentId from the request to scope resources. Request agents.read separately if the handler needs ctx.agents.get. Lifecycle authority does not grant agent configuration writes or secret access.

Phase Resource action
preparing Create or reconcile the agent's resources and wait for readiness.
verifying Complete any remaining checks after the host tests the saved harness.
pausing Stop resources after the host confirms execution has stopped.
resuming Start resources and wait for readiness.
terminating Stop resources after the host revokes keys and confirms execution has stopped.
cleaning_up Remove owned resources and wait until removal completes.

Return pending while an external operation continues. Return complete only when its effect is confirmed; accepting a deletion request is not completion. Throw on failure. The host records a fixed error without provider error text. The agent page shows the phase and offers Retry for failed work.

Calls can repeat, including after a timeout or restart. Retain the highest version per company and agent, reject older requests, and serialize external effects or clean up late results. The host's revision fence protects its state; it cannot cancel a provider request that has already left the process.

The host saves required plugin IDs at first selection. Company-disabled plugins are excluded then. Disabling or removing a selected plugin blocks progress; restore it to complete the step. Later installations do not backfill existing agents. The durable event inbox below is separate: acknowledging an event does not complete required lifecycle work. See Agent lifecycle for phase ordering, recovery, and existing-installation limits.

Durable resource lifecycle delivery

Declare resourceLifecycle: ["project"] (or ["agent", "project"]) in the manifest, with events.subscribe, and implement onResourceLifecycle(event):

async onResourceLifecycle(event) {
  const config = await ctx.config.get(event.companyId);
  if (!config.provider) return { eventId: event.id, status: "deferred" };
  const finished = await reconcileCurrentResource(event);
  return { eventId: event.id, status: finished ? "acknowledged" : "retry" };
}

Core delivers events to ready plugins with a configuration row for that company, unless the plugin is disabled there. Each invocation has the event's company scope. The dispatcher wakes after the mutation's outer transaction settles, on host startup, plugin activation/worker start, and company configuration or enablement changes. Successful worker onConfigChanged completion wakes delivery again, so a callback that deferred while configuration was still applying is revisited. Failed scans retain pending work through idle drain. Empty and deferred queues have no periodic scans. retry, exceptions, invalid results, and unavailable workers leave the event pending and schedule another attempt after 30 seconds. Other acknowledgments or mutations do not bypass that event's delay; a host restart may replay it immediately. deferred retains the event without a retry deadline, useful while waiting for operator configuration. A later wake revisits deferred events. Acknowledgment immediately exposes subsequent work.

Events contain id, companyId, resourceType, resourceId, action, and createdAt. Agent actions are create, pause, resume, and terminate; project actions are create, update, archive, and delete. Pending hires produce creation after approval. Project updates include repository/workspace mutations and restoring an archived project. Deletion is recorded in the same transaction as removal and survives the project row. Earlier deletions cannot be reconstructed. Provider cleanup and retention policy belong to the plugin.

Creation is delivered before other events for that resource, even when its backfilled ID is newer. Remaining events follow ID order. Failed or deferred resources do not block independent resources. Acknowledgments are stored per plugin, survive worker/host restarts, and are not a global sequence cursor. The initial journal migration seeds existing hired agents and projects, including archived projects; this is a desired-state baseline, not history. Agent lifecycle participation (onAgentLifecycle) remains a separate contract: acknowledging a resource event does not advance an agent lifecycle phase.

Delivery is at least once. Re-read current authorized state and make provider operations idempotent; a worker can finish an external effect and exit before Core commits its acknowledgment. Content-free events contain no repository credentials or configuration snapshots. Deleted projects may return null. Use stable resource identifiers and fence delayed provider requests when removing resources. Neither the callback nor an acknowledgment proves mounts are unused.

Delivery uses the same process-local transaction signals as Core's other durable queues. Startup replays committed work. Independent database writers and separate active server processes need an explicit ownership/wake protocol; see database work signals.

The existing ctx.events.listLifecycle(companyId, limit?, afterId?) and acknowledgeLifecycle(companyId, eventId) remain available for manual consumers. Do not mix automatic and manual acknowledgment for the same resources. Reads return one pending event per resource (default 50, maximum 100). afterId is a page cursor, never a durable high-water mark: restart pagination to revisit failures and transactions that commit later with lower IDs. Offline SDK tests can seed lifecycleEvents with createTestHarness().seed().

External object reference providers

Plugins can contribute provider-neutral object reference detection and status resolution for URLs and future explicit links. Declare objectReferences in the manifest and add at least external.objects.detect and external.objects.read.

objectReferences: [
  {
    providerKey: "mocktracker",
    displayName: "Mock Tracker",
    objectTypes: ["ticket"],
    urlPatterns: ["https://mock.example/tickets/:id"],
  },
],

Implement onDetectExternalObjects() in the worker to recognize sanitized URL candidates and return provider-stable identities. Implement onResolveExternalObject() to return normalized board-safe status metadata. Paperclip owns inline markdown rendering; plugins must not return React, HTML, or dangerouslySetInnerHTML content for inline references.

Scaffold a plugin

Use the CLI scaffold command:

paperclipai plugin init @yourscope/plugin-name --output /absolute/path/to/plugin-repos

That creates <output>/plugin-name/ with:

  • src/manifest.ts
  • src/worker.ts
  • src/ui/index.tsx
  • tests/plugin.spec.ts
  • esbuild.config.mjs
  • rollup.config.mjs

Inside this monorepo, the scaffold uses workspace:* for @paperclipai/plugin-sdk.

Outside this monorepo, the scaffold snapshots @paperclipai/plugin-sdk from the local Paperclip checkout into a .paperclip-sdk/ tarball so you can build and test a plugin without publishing anything to npm first. Pass --sdk-path /absolute/path/to/paperclip/packages/plugins/sdk if you have more than one Paperclip checkout.

Local development workflow

See the short Local Plugin Development guide for the full happy path (pnpm dev → paperclipai plugin install <absolute-path> → paperclipai plugin list) and reload semantics.

Minimum verification from the generated plugin folder:

pnpm install
pnpm typecheck
pnpm test
pnpm build

Supported alpha surface

CreateOS sandbox provider

The in-repo @paperclipai/plugin-createos package implements environment lifecycle hooks and incremental managed-process output and binary workspace transfers using CreateOS's public HTTP API. It does not advertise interactive login or template capture. Install the built package by local path; its optional managed-image catalog key is createos. The package README describes configuration and the opt-in live smoke.

Worker APIs

Worker:

  • config
  • events
  • jobs
  • launchers
  • http
  • secrets
  • activity
  • state
  • database namespace via ctx.db
  • scoped JSON API routes declared with apiRoutes
  • entities
  • projects, project workspaces, and plugin-managed projects
  • companies
  • issues, comments, namespaced plugin:<pluginKey> origins, blocker relations, checkout assertions, assignment wakeups, and orchestration summaries
  • agents, plugin-managed agents, and agent sessions
  • plugin-managed routines
  • plugin-managed skills
  • goals
  • data/actions
  • streams
  • tools
  • metrics
  • logger

Plugin database declarations

First-party or otherwise trusted orchestration plugins can declare:

database: {
  migrationsDir: "migrations",
  coreReadTables: ["issues"],
}

Required capabilities are database.namespace.migrate and database.namespace.read; add database.namespace.write for runtime mutations. The host derives ctx.db.namespace, runs SQL files in filename order before the worker starts, records checksums in plugin_migrations, and rejects changed already-applied migrations.

Migration SQL may create or alter objects only inside ctx.db.namespace. It may reference whitelisted public core tables for foreign keys or read-only views, but may not mutate/alter/drop/truncate public tables, create extensions, triggers, untrusted languages, or runtime multi-statement SQL. Runtime ctx.db.query() is restricted to SELECT; runtime ctx.db.execute() is restricted to namespace-local INSERT, UPDATE, and DELETE.

Scoped plugin API routes

Plugins can expose JSON-only routes under their own namespace:

apiRoutes: [
  {
    routeKey: "initialize",
    method: "POST",
    path: "/issues/:issueId/smoke",
    auth: "board-or-agent",
    capability: "api.routes.register",
    checkoutPolicy: "required-for-agent-in-progress",
    companyResolution: { from: "issue", param: "issueId" },
  },
]

The host resolves the plugin, checks that it is ready, enforces api.routes.register, matches the declared method/path, resolves company access, and applies checkout policy before dispatching to the worker's onApiRequest handler. The worker receives sanitized headers, route params, query, parsed JSON body, actor context, and company id. Do not use plugin routes to claim core paths; they always remain under /api/plugins/:pluginId/api/*.

Managed Paperclip resources

Plugins that provide durable Paperclip business objects should declare them in the manifest and let the host create or relink the actual records per company. Do this for plugin-owned agents, projects, routines, and skills. Do not hide long-lived work behind private plugin state when it should be visible to the board, scoped to a company, audited, budgeted, and assigned like normal Paperclip work.

Content-oriented plugins, such as LLM Wiki-style ingestion or durable knowledge systems, should use the same pattern: managed projects for operation issues, managed agents plus managed skills for LLM work, and managed routines for ingest, lint, refresh, or maintenance runs.

Use these surfaces:

  • Managed agents: declare top-level agents[] and require agents.managed. Use this when the plugin provides a named worker the board should see in the org, budget, pause, invoke, and inspect. Managed agents are normal Paperclip agents with plugin ownership metadata, not background plugin workers.
  • Managed projects: declare top-level projects[] and require projects.managed. Use this when the plugin needs a stable company-scoped project for its issues, routines, or workspace-oriented UI. Keep plugin work in a project instead of scattering generated issues across unrelated projects.
  • Managed routines: declare top-level routines[] and require routines.managed. Use this for scheduled, webhook, or manually triggered jobs that should create visible Paperclip issues. Prefer managed routines over plugin jobs[] for recurring business work; plugin jobs are for plugin runtime maintenance that does not need a board-visible task trail.
  • Managed skills: declare top-level skills[] and require skills.managed. Use this for reusable plugin capabilities that should be surfaced to operators and synced into Paperclip managed agents.

Managed resources are resolved by stable plugin keys, not hardcoded database ids. In a worker action or data handler, call ctx.agents.managed.reconcile(), ctx.projects.managed.reconcile(), ctx.routines.managed.reconcile(), and ctx.skills.managed.reconcile() for the current companyId. reconcile() creates the missing resource, relinks a recoverable binding, or returns the existing resource. reset() reapplies the manifest defaults when the operator wants to restore the plugin's suggested configuration.

Declare dependencies between managed resources with refs. A routine can point at a managed agent through assigneeRef and at a managed project through projectRef. Reconcile the referenced agent and project before reconciling the routine; if a ref is still missing, the routine resolution reports missing_refs instead of guessing.

import type { PaperclipPluginManifestV1 } from "@paperclipai/plugin-sdk";

const manifest: PaperclipPluginManifestV1 = {
  id: "example.research-plugin",
  apiVersion: 1,
  version: "0.1.0",
  displayName: "Research Plugin",
  description: "Creates a managed research agent and scheduled research routine.",
  author: "Example",
  categories: ["automation"],
  capabilities: [
    "agents.managed",
    "projects.managed",
    "routines.managed",
    "skills.managed",
    "instance.settings.register",
  ],
  entrypoints: {
    worker: "./dist/worker.js",
    ui: "./dist/ui",
  },
  agents: [
    {
      agentKey: "researcher",
      displayName: "Researcher",
      role: "research",
      title: "Research Agent",
      capabilities: "Runs recurring research briefs for this company.",
      adapterPreference: ["codex_local", "claude_local", "process"],
      instructions: {
        content: "Follow the Paperclip heartbeat and produce concise research briefs.",
      },
    },
  ],
  projects: [
    {
      projectKey: "research",
      displayName: "Research",
      description: "Recurring research work created by the Research Plugin.",
      status: "in_progress",
    },
  ],
  routines: [
    {
      routineKey: "weekly-brief",
      title: "Weekly research brief",
      description: "Create a short research brief for the board.",
      assigneeRef: { resourceKind: "agent", resourceKey: "researcher" },
      projectRef: { resourceKind: "project", resourceKey: "research" },
      priority: "medium",
      triggers: [
        {
          kind: "schedule",
          label: "Monday morning",
          cronExpression: "0 9 * * 1",
          timezone: "America/Chicago",
          enabled: false,
        },
      ],
    },
  ],
  skills: [
    {
      skillKey: "weekly-brief-skills",
      displayName: "Weekly Briefer",
      description: "Reusable skill for the managed research workflow.",
    },
  ],
  ui: {
    slots: [
      {
        type: "settingsPage",
        id: "settings",
        displayName: "Research",
        exportName: "SettingsPage",
      },
    ],
  },
};

export default manifest;

In the worker, expose a small setup action or settings-page action that reconciles the resources for the selected company:

import { definePlugin } from "@paperclipai/plugin-sdk";

export default definePlugin({
  setup(ctx) {
    ctx.actions.register("setup-company", async (params) => {
      const companyId = String(params.companyId ?? "");
      if (!companyId) throw new Error("companyId is required");

      const project = await ctx.projects.managed.reconcile("research", companyId);
      const agent = await ctx.agents.managed.reconcile("researcher", companyId);
      const routine = await ctx.routines.managed.reconcile("weekly-brief", companyId);
      const skill = await ctx.skills.managed.reconcile("weekly-brief-skills", companyId);

      return { project, agent, routine, skill };
    });
  },
});

Authoring rules:

  • Keep keys stable once published. Renaming agentKey, projectKey, routineKey, or skillKey creates a new managed resource from the host's point of view.
  • Use managed agents for plugin-provided labor. Use ctx.agents.invoke() or ctx.agents.sessions only after you have a real agent id, either selected by the operator or resolved from ctx.agents.managed.
  • Use managed routines for recurring or externally triggered work that should produce tasks. Schedule, webhook, and API triggers are visible routine triggers, and each run has the normal Paperclip issue/audit trail.
  • Use managed skills for reusable operator-visible capabilities that are shared by managed agents. Reconcile skill declarations by skillKey and keep the declared skill markdown and files in sync with agent behavior.
  • Use managed projects to keep plugin-generated work organized and to give project-scoped plugin UI a stable home. For filesystem access inside a project, still resolve project workspaces through ctx.projects.
  • Keep defaults conservative. Managed declarations are suggestions owned by the plugin, but the resulting resources are normal Paperclip records that the operator can inspect, pause, and adjust.

UI:

  • usePluginData
  • usePluginAction
  • usePluginStream
  • usePluginToast
  • useHostContext
  • typed slot props from @paperclipai/plugin-sdk/ui

Mount surfaces currently wired in the host include:

  • page
  • settingsPage
  • dashboardWidget
  • sidebar
  • routeSidebar
  • sidebarPanel
  • detailTab
  • taskDetailView
  • projectSidebarItem
  • globalToolbarButton
  • appShellOverlay (persistent, signed-in application shell)
  • organizationSwitcher (one React contribution replacing the organization menu)
  • toolbarButton
  • contextMenuItem
  • commentAnnotation
  • commentContextMenuItem

routeSidebar and the app sidebar

A routeSidebar slot gives a plugin page route its own contextual navigation. It coexists with the main app sidebar rather than replacing it: while your route is active the host collapses the app <Sidebar/> to its 64px icon rail (still hover/peek-able) and renders your sidebar in a second pane, yielding [ app rail ][ your sidebar ][ content ].

Because the host drives this collapse, a plugin should not mount RequestCollapsedSidebar or otherwise try to collapse the app sidebar itself — doing so is redundant and fights the host. While your route is active the app rail is forced collapsed (its expand toggle is hidden), overriding any user pin — a secondary sidebar always collapses the primary. This force never changes the user's saved expanded/collapsed preference, so the host restores exactly what the user chose as soon as they navigate away.

Shared host components

Use shared components from @paperclipai/plugin-sdk/ui when the plugin needs a Paperclip-native control. The host owns the implementation, so plugins inherit the board's current styling, ordering, recent selections, and dark-mode behavior without importing ui/src internals.

Prefer shared components for common Paperclip UX patterns to reduce drift and deprecation risk, especially for task/assignment flows and routine or sidebar-like plugin screens.

Currently exposed components include:

  • MarkdownBlock and MarkdownEditor for rendered and editable markdown.
  • FileTree for serializable file and directory trees.
  • IssuesList for a native company-scoped issue table.
  • AssigneePicker for the same agent/user selector used in the new issue pane. Use the controlled value format agent:<id>, user:<id>, or "".
  • ProjectPicker for the same project selector used in the new issue pane. Use the controlled project id value, or "" for no project.
  • ManagedRoutinesList for plugin-owned routine settings pages.
import { AssigneePicker, ProjectPicker } from "@paperclipai/plugin-sdk/ui";

export function PluginAssignmentControls({ companyId }: { companyId: string }) {
  const [assignee, setAssignee] = useState("");
  const [projectId, setProjectId] = useState("");

  return (
    <>
      <AssigneePicker
        companyId={companyId}
        value={assignee}
        onChange={(value) => setAssignee(value)}
      />
      <ProjectPicker
        companyId={companyId}
        value={projectId}
        onChange={setProjectId}
      />
    </>
  );
}

File and path UI

Plugin UI often needs to render a file tree, accept a folder path, or browse a project workspace. There are three different surfaces for that, and they map to different trust and data-flow boundaries. Pick the surface that matches the data the plugin actually has.

When to use the shared FileTree

Use FileTree from @paperclipai/plugin-sdk/ui whenever the plugin only needs to render a serializable file/directory list and react to selection or expand/collapse. The host owns the implementation, so plugin UI inherits the board's icons, indent, focus ring, and dark-mode styling without importing host internals.

import {
  FileTree,
  type FileTreeNode,
} from "@paperclipai/plugin-sdk/ui";

const nodes: FileTreeNode[] = [
  { name: "AGENTS.md", path: "AGENTS.md", kind: "file", children: [] },
  {
    name: "wiki",
    path: "wiki",
    kind: "dir",
    children: [
      { name: "index.md", path: "wiki/index.md", kind: "file", children: [] },
    ],
  },
];

export function WikiTree() {
  const [expanded, setExpanded] = useState<Set<string>>(() => new Set(["wiki"]));
  const [selected, setSelected] = useState<string | null>(null);

  return (
    <FileTree
      nodes={nodes}
      selectedFile={selected}
      expandedPaths={expanded}
      onSelectFile={(path) => setSelected(path)}
      onToggleDir={(path) =>
        setExpanded((current) => {
          const next = new Set(current);
          next.has(path) ? next.delete(path) : next.add(path);
          return next;
        })
      }
    />
  );
}

Good fits:

  • LLM Wiki page navigation in packages/plugins/plugin-llm-wiki builds a FileTreeNode[] from worker query results and renders it through FileTree.
  • The example plugin-file-browser-example lazily fetches a directory's children through a loadFileList action when onToggleDir fires, then merges the children into the local tree state — letting the shared component handle rendering and selection.

Boundary rules:

  • Keep the prop surface serializable (nodes, expandedPaths, checkedPaths, fileBadges, fileTones). Do not pass arbitrary render functions across the plugin/host boundary in v1; the supported escape hatches are fileBadges (status pill keyed by path) and fileTones (row tone keyed by path).
  • Do not import the host's FileTree.tsx or any ui/src/* module. The SDK declaration is the only supported import path for plugin UI.
  • The shared FileTree is for rendering and selection. Plugin-specific editors, ingest flows, query forms, and lint runs stay inside the plugin and do not belong as FileTree props.

When to declare localFolders

When the plugin needs operator-configured filesystem roots — typically for trusted local plugins like wiki tooling — declare localFolders[] on the manifest and add the local.folders capability. The host renders a settings surface for the operator to set the absolute path, validates the path server-side (containment, symlinks, required files/directories), and exposes ctx.localFolders.readText() and ctx.localFolders.writeTextAtomic() in the worker.

export const manifest = {
  capabilities: ["local.folders"],
  localFolders: [
    {
      folderKey: "content-root",
      displayName: "Content root",
      access: "readWrite",
      requiredDirectories: ["sources", "pages"],
      requiredFiles: ["schema.md"],
    },
  ],
};

Use this when:

  • The data lives outside any project workspace.
  • Reads and writes need company-scoped configuration.
  • The operator picks the path once in plugin settings and the worker resolves files relative to that root.

Do not use localFolders to grant the UI direct browser-side access to the filesystem — there is no such capability. The browser still goes through the worker via getData / performAction, and the worker only exposes paths it chose to expose.

When to keep worker-mediated project workspace browsing

When the data lives inside an existing project workspace, keep the browsing flow worker-mediated:

  • The worker uses ctx.projects.listWorkspaces() to resolve the workspace path, then reads its filesystem with normal Node APIs.
  • The plugin UI calls a getData handler for the root listing and an action for lazy children, then renders them through FileTree.
  • The worker is the only side that touches the disk. The browser receives a serializable tree and never sees raw absolute paths it can replay.

The example plugin-file-browser-example is the reference for this pattern: the worker registers fileList (data) and loadFileList (action) over the same handler, and the UI uses the action for on-toggle directory loading so the shared FileTree stays the rendering surface.

Mixing surfaces

A single plugin can use more than one of these. The LLM Wiki uses localFolders for its content root, then renders the resulting page list through FileTree. The file browser example uses ctx.projects.listWorkspaces to pick a workspace and renders its on-disk tree through FileTree with lazy loading. Pick the boundary per data source, not per plugin.

Company routes

Plugins may declare a page slot with routePath to own a company route like:

/:companyPrefix/<routePath>

Rules:

  • routePath must be a single lowercase slug
  • it cannot collide with reserved host routes
  • it cannot duplicate another installed plugin page route

Publishing guidance

  • Use npm packages as the deployment artifact.
  • Treat repo-local example installs as a development workflow only.
  • Prefer keeping plugin UI self-contained inside the package.
  • Do not rely on host design-system components or undocumented app internals.
  • GitHub repository installs are not a first-class workflow today. For local development, use a checked-out local path. For production, publish to npm or a private npm-compatible registry.

Verification before handoff

At minimum:

pnpm --filter <your-plugin-package> typecheck
pnpm --filter <your-plugin-package> test
pnpm --filter <your-plugin-package> build

If you changed host integration too, also run:

pnpm -r typecheck
pnpm test:run
pnpm build

For image-supplied plugins and the persistent shell lifecycle, see Distribution plugins.

Organization switcher

Declare one organizationSwitcher slot with ui.sidebar.register. The host passes PluginOrganizationSwitcherProps: current company display data, collapsed and open state, navigation/logout callbacks, and an icon renderer. Use the host logout callback; authenticate remote account requests at their owning service. currentCompany describes the host-local company. A distribution plugin must resolve its external account/organization label itself; the host does not fetch that portfolio on the plugin's behalf. The slot props and useHostContext() are display context, not proof of identity. The host reserves the trigger with a neutral placeholder while account, company, and plugin discovery load. Plugins should reserve the same space while their external label loads and retain resolved labels during same-account refreshes. The host resets plugin state on account/company changes and keeps its built-in menu when no unique contribution exists, discovery fails, the module is missing, or rendering throws. The slot is a React-only contract; do not use a custom element export. This replaces only the menu, not company policy or authorization.

Runner task worker hooks

A plugin can declare supportsTasks on an environment driver and implement onEnvironmentTask. See the task API for the operations, validation, and lease rules. This hook does not add a shell or file transfer API. Native agent execution is a separate integration.

Plugin-provided Runner execution

Plugins can provide Runner execution through environment drivers. Core can select this path for paperclip_runner agents assigned to a saved plugin environment. The plugin owns project volumes and starts Runner from structured task launch inputs. Core connects PRP and verifies cancellation and durable cleanup. Resource transfer and credential synchronization use a separate workflow. Persistent computers keep their agent home and session files between runs. No remote shell, file-command, or workspace hook is required. The guide defines the task operations, lease hooks, artifact qualification, and supported per-turn lifecycle.