PaperClipAI/AGENTS.md

AGENTS.md

Guidance for human and AI contributors working in this repository.

1. Purpose

Paperclip is a control plane for AI-agent companies. The current implementation target is V1 and is defined in doc/SPEC-implementation.md.

2. Read This First

Before making changes, read in this order:

1. doc/GOAL.md
2. doc/PRODUCT.md
3. doc/SPEC-implementation.md
4. doc/DEVELOPING.md
5. doc/DATABASE.md

doc/SPEC.md is long-horizon product context. doc/SPEC-implementation.md is the concrete V1 build contract.

When adding or changing an Apps catalog connection, also follow doc/connections/CONNECTOR-PLAYBOOK.md. It is the canonical connection authoring runbook for provider research, supported transport/auth patterns, credential handling, branding, implementation, testing, live proof, and PR submission.

Scoped repository rules

Before editing or reviewing files, read the matching rules in rules/*.mdc. Each rule has Markdown content and YAML frontmatter: globs contains comma-separated, repository-relative file patterns, and alwaysApply: true means the rule applies throughout the repository. Read all rules whose scope matches the affected files. These rules supplement this file and any applicable nested AGENTS.md instructions.

For server/src/services/chat-channels.ts and everything under server/src/services/chat-channels/, read rules/chat-channel-platform-boundaries.mdc. For server/src/services/heartbeat.ts, server/src/services/heartbeat/, heartbeat-prefixed sibling services, and heartbeat regression tests, read rules/heartbeat-execution-boundaries.mdc. For ACPX provider profiles, their release attestations and pins, the provider-pack contract registry, and ACPX driver and provider code under packages/paperclip-runner/, read rules/acpx-profile-identity.mdc. See rules/README.md for rule authoring and Greptile setup.

3. Repo Map

• server/: Express REST API and orchestration services
• ui/: React + Vite board UI
• packages/db/: Drizzle schema, migrations, DB clients
• packages/shared/: shared types, constants, validators, API path constants
• packages/adapters/: agent adapter implementations (Claude, Codex, Cursor, etc.)
• packages/adapter-utils/: shared adapter utilities
• packages/plugins/: plugin system packages
• packages/skills-catalog/: app-shipped skills catalog (@paperclipai/skills-catalog)
• packages/teams-catalog/: app-shipped teams catalog (@paperclipai/teams-catalog)
• cli/: paperclipai CLI package (published bin, agent-facing commands)
• skills/: Paperclip runtime/operational skills (not part of the app catalog)
• doc/: operational and product docs

4. Dev Setup (Auto DB)

Use embedded PGlite in dev by leaving DATABASE_URL unset.

pnpm install
pnpm dev

This starts:

• API: http://localhost:3100
• UI: http://localhost:3100 (served by API server in dev middleware mode)

Quick checks:

curl http://localhost:3100/api/health
curl http://localhost:3100/api/companies

Reset local dev DB:

rm -rf data/pglite
pnpm dev

5. Core Engineering Rules

1. Keep changes company-scoped. Every domain entity should be scoped to a company and company boundaries must be enforced in routes/services.

Explicit exception: announcement dismissals are instance-wide user preferences, keyed by user and announcement so they persist across companies. Their audit context must still validate company membership. The announcement publication-ID registry is instance-level feed metadata; it contains no company or user data. Personal workspace presentation preferences are also instance-wide by user, with validated company membership supplying audit context. They never grant execution authority, change company capabilities or agent configuration, or rewrite canonical work records. Optional conversation guidance must retain the same action permissions.

2. Keep contracts synchronized. If you change schema/API behavior, update all impacted layers:

• packages/db schema and exports
• packages/shared types/constants/validators
• server routes/services
• ui API clients and pages

3. Preserve control-plane invariants.

• Single-assignee task model
• Atomic issue checkout semantics
• Approval gates for governed actions
• Budget hard-stop auto-pause behavior
• Activity logging for mutating actions

4. Do not replace strategic docs wholesale unless asked. Prefer additive updates. Keep doc/SPEC.md and doc/SPEC-implementation.md aligned.

5. Keep repo plan docs dated and centralized. When you are creating a plan file in the repository itself, new plan documents belong in doc/plans/ and should use YYYY-MM-DD-slug.md filenames. This does not replace Paperclip issue planning: if a Paperclip issue asks for a plan, update the issue plan document per the paperclip skill instead of creating a repo markdown file.

6. Attach inspectable generated artifacts. When your task produces a user-inspectable deliverable file, follow the Paperclip skill's "Generated Artifacts and Work Products" workflow before final disposition. In this repo, prefer the self-contained skill helper at skills/paperclip/scripts/paperclip-upload-artifact.sh so the file is available through the Paperclip API, create/update an artifact work product when the file is the deliverable, link the uploaded artifact in the final issue comment, and then set status. Do not rely on local filesystem paths as the only access path. If an important file intentionally remains workspace-only, create/update a work product with metadata.resourceRef.kind: "workspace_file" and a workspace-relative path, then name that work product and path in the final comment. Treat browse/search as a fallback for recovering workspace files, not the preferred deliverable path. See doc/AGENT-ARTIFACTS.md for details and .mp4/.webm examples.

7. Name the three data paths correctly. This repo has three separate data paths. Do not confuse them. Match a change to a path by its file path, not by the word "observability" or "telemetry" alone.

• Telemetry is the Paperclip first-party event system. It is opt-out and it sends data to a Paperclip endpoint by default. Its paths are:
  • packages/shared/src/telemetry/
  • the generated contract packages/shared/src/telemetry/generated/paperclip-telemetry.ts
  • each caller of packages/shared/src/telemetry/events.ts or packages/shared/src/telemetry/client.ts
• Observability is the OpenTelemetry trace path. An operator must set an OTLP endpoint. Until an operator sets the endpoint, the tracer is a no-operation. Its paths are:
  • server/src/instrumentation.ts
  • doc/observability.md
  • packages/adapter-utils/src/duplex-observability.ts
  • server/src/services/duplex-observability-recorder.ts
  • the span attributes in packages/adapter-utils/src/acpx-engine/startup-timing.ts
• The run log holds rows in the local heartbeat_run_events table. The data stays in the instance database. Its paths are:
  • doc/run-log-events.md
  • packages/db/src/schema/heartbeat_run_events.ts
  • the append path appendRunEvent in server/src/services/heartbeat.ts

Apply a review level that matches the path:

• Telemetry change (strict review). The author updates the generated contract first. The author updates packages/shared/src/telemetry/README.md in the same pull request. The author requests a privacy review. Reason: a Telemetry event goes to a Paperclip endpoint by default, so a mistake sends data immediately.
• Observability change (lighter review). The operator endpoint gate stays in place. The no-operation behaviour stays when no endpoint is set. A privacy review is not necessary while the change stays inside the closed span-attribute allowlist.
• Run-log change (no extra review). A run-log change needs neither review level above, because the data stays in the instance database.

Exclusion. The word "observability" in a file such as server/src/services/recovery-observability.ts names a different concept. Apply this rule by path, not by word match.

6. Database Change Workflow

When changing data model:

1. Edit packages/db/src/schema/*.ts
2. Ensure new tables are exported from packages/db/src/schema/index.ts
3. Generate migration:

pnpm db:generate

4. Validate compile:

pnpm -r typecheck

Notes:

• packages/db/drizzle.config.ts reads compiled schema from dist/schema/*.js
• pnpm db:generate compiles packages/db first

7. Verification Before Hand-off

maps/feature-map/README.md is an optional reference for user entry points, verification recipes, and coverage gaps. The map records coverage scope, not proof that a live journey passed.

The sibling agent access map records APIs, agent entry points and permission boundaries using the same capability IDs. Follow the feature-map scope rule: additions require substantial new features. Routine fixes, polish, refactors, and test changes do not require map updates. Follow the map contract for minimal corrections when existing entries become materially inaccurate, and run node scripts/check-maps.mjs after map edits. Its structural checks do not prove live behavior or authorization.

Storybook has a downstream feature catalog. Use maintain-storybook for story/fixture drift and review-storybook for browser evidence. Keep the feature-map skills independent of this catalog. After story or recipe changes, update the affected source annotations or recipe and run node scripts/storybook-catalog.mjs. Indexes are generated and ignored; never commit aggregate catalogs, refresh review fingerprints, or append a shared review journal. Use Git diffs and keep review evidence in the PR or issue. Structural checks are not production acceptance.

Default local/agent verification path:

pnpm verify

This selects affected Vitest files with the same conservative dependency policy as CI. It includes committed, staged, unstaged, and untracked changes against the merge base with local origin/master (or master). Use --base <ref> for another base and --explain to inspect the selection. Passing checks with complete input graphs can be reused within this worktree. Opaque integration checks run fresh. Source, test, fixture, configuration, dependency, environment, and toolchain changes invalidate matching results. Failed or interrupted attempts are never passes.

Exit 2 means the change needs broader verification: run focused checks and let required CI supply that coverage, or explicitly use pnpm verify --full for the full local Vitest suite. Do not automatically follow exit 2 with a full local run. Use --no-cache to request fresh execution without reading or saving passes. pnpm test and pnpm test:run retain their full-suite behavior.

Browser suites stay opt-in:

pnpm test:e2e
pnpm test:release-smoke

Run the browser suites only when your change touches them or when you are explicitly verifying CI/release flows.

For normal issue work, run the smallest relevant verification first. Do not default to repo-wide typecheck/build/test on every heartbeat when a narrower check is enough to prove the change.

For a PR-ready handoff, run the relevant local checks and require the applicable CI typecheck, build, and test checks to pass for the final tested revision. Record their scope, revision, environment, and result links. Fresh CI can supply broad coverage; do not duplicate a full local run merely to prepare a PR, resume a chat, or repeat unchanged passing verification. A selected local pass does not replace required CI, release qualification, browser acceptance, or a local/platform-specific regression. After edits or a rebase, rerun affected checks and invalidate evidence whose inputs or required coverage changed.

Use broad local checks when they resolve an actual remaining gap, such as a local platform fault or explicit full-suite qualification:

pnpm -r typecheck
pnpm test:run
pnpm build

If memory is limited, use node scripts/typecheck-low-memory.mjs instead of pnpm -r typecheck. See doc/DEVELOPING.md.

If anything cannot be run, explicitly report what was not run and why.

8. API and Auth Expectations

• Base path: /api
• Board access is treated as full-control operator context
• Agent access uses bearer API keys (agent_api_keys), hashed at rest
• Agent keys must not access other companies

When adding endpoints:

• apply company access checks
• enforce actor permissions (board vs agent)
• write activity log entries for mutations
• return consistent HTTP errors (400/401/403/404/409/422/500)

9. UI Expectations

• Keep routes and nav aligned with available API surface
• Use company selection context for company-scoped pages
• Surface failures clearly; do not silently ignore API errors
• Form and wizard footers: keep Save & exit (or Cancel/Back) left and the primary action right in the same vertically aligned row. Each step owns the entire footer; never append Save & exit as a separate row. See DESIGN.md.

10. Pull Request Requirements

When creating a pull request (via gh pr create or any other method), you must read and fill in every section of .github/PULL_REQUEST_TEMPLATE.md. Do not craft ad-hoc PR bodies — use the template as the structure for your PR description. Required sections:

• Thinking Path — trace reasoning from project context to this change (see CONTRIBUTING.md for examples)
• What Changed — bullet list of concrete changes
• Verification — how a reviewer can confirm it works
• Risks — what could go wrong
• Model Used — the AI model that produced or assisted with the change (provider, exact model ID, context window, capabilities). Write "None — human-authored" if no AI was used.
• Checklist — all items checked

11. Definition of Done

A change is done when all are true:

1. Behavior matches doc/SPEC-implementation.md
2. Relevant local verification and required CI typecheck, test, and build checks pass for the final revision, with any acceptance or platform-specific gaps resolved
3. Contracts are synced across db/shared/server/ui
4. Docs updated when behavior or commands change
5. PR description follows the PR template with all sections filled in (including Model Used)

Design system

DESIGN.md at the repo root is the source of truth for UI design decisions. The token-only rule applies to all ui/ changes: every color, spacing, radius, type, shadow, and motion value in ui/src/components/** and ui/src/pages/** comes from the token layer in ui/src/index.css — no hex, raw px, arbitrary Tailwind bracket values, or raw font-size/fontSize declarations in components, outside the documented allowlist in ui/src/index.css. Run pnpm check:token-gates (scripts/check-token-gates.mjs) before committing UI changes — it fails on any violation not covered by that allowlist.