Files
PaperClipAI/docs/adapters/creating-an-adapter.md
T
Devin FoleyandPaperclip bf982c8c83 Normalize adapter display labels (#8913)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Adapter names are part of the board-facing agent setup and
management experience.
> - The product now treats adapters as harnesses, while execution
environments are modeled separately.
> - Several built-in adapter labels still carried legacy local wording
from the older harness-by-environment model.
> - That wording makes the UI noisier and implies a distinction users no
longer need to reason about.
> - This pull request normalizes adapter display labels while keeping
persisted adapter type identifiers unchanged.
> - The benefit is clearer adapter selection and management copy without
a database migration.

## Linked Issues or Issue Description

No public GitHub issue was found for this exact cleanup.

Related public PRs:

- Supersedes #8910, an earlier branch for the same cleanup that did not
include the later docs/gateway/Cursor alignment.
- Refs #8819, which is related display-registry work for external
multi-segment adapter labels, but not a duplicate of this built-in label
cleanup.

Feature request details:

- Subsystem affected: Cross-cutting (`ui/`, `packages/adapters`, and
docs).
- Problem or motivation: user-facing adapter names include legacy local
qualifiers even though adapters map to harnesses and environments are
first-class elsewhere.
- Proposed solution: remove the legacy local wording from built-in
display labels, keep machine-readable adapter type ids unchanged, and
keep gateway disambiguation where it is useful.
- Alternatives considered: changing persisted adapter type ids was ruled
out because it would create migration and compatibility risk; one-off UI
replacements were ruled out because the display registry is already the
correct central label boundary.
- Roadmap alignment: this is small adapter UX polish, not a new
roadmap-level core feature.

## What Changed

- Updated the adapter display registry so known adapter labels are final
and no built-in local adapter renders a legacy local suffix.
- Preserved clean derived labels for unknown plugin local types while
keeping gateway disambiguation for unknown gateway types.
- Updated `AdapterManager` to prefer registry labels when the server
reports raw adapter type ids for built-ins.
- Removed legacy local wording from built-in adapter metadata labels in
UI and adapter packages.
- Aligned Cursor adapter metadata with the central display registry
label.
- Updated adapter docs and Storybook fixtures to match the new display
names.
- Added focused registry coverage for built-in labels and unknown plugin
suffix behavior.

## Verification

- `pnpm check:tokens`
- `git diff --check origin/master...fix/adapter-display-labels`
- Patch-addition scan for added secrets, private paths, and internal
links: no matches.
- GitHub duplicate search for open adapter-label/local-suffix issues and
PRs; #8910 was identified as the older superseded public PR.
- `pnpm exec vitest run
ui/src/adapters/adapter-display-registry.test.ts`
- `pnpm --filter @paperclipai/ui typecheck`
- Stale-label scan found no remaining user-facing display-label
suffixes; remaining local wording is operational/test terminology such
as adapter ids, docs about running locally, and test descriptions.

## Risks

Low risk. The change is display-label and documentation focused, and
adapter type ids remain unchanged. The main risk is ambiguous gateway
naming, mitigated by keeping explicit gateway labels where variants need
disambiguation.

## Model Used

OpenAI GPT-5 via Codex, tool-enabled coding agent in a local repository
workspace. Context window size is not exposed by this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-02 21:32:50 -07:00

12 KiB

title, summary
title summary
Creating an Adapter Guide to building a custom adapter

Build a custom adapter to connect Paperclip to any agent runtime.

If you're using Claude Code, the `.agents/skills/create-agent-adapter` skill can guide you through the full adapter creation process interactively. Just ask Claude to create a new adapter and it will walk you through each step.

Two Paths

Built-in External Plugin
Source Inside paperclip-fork Separate npm package
Distribution Ships with Paperclip Independent npm publish
UI parser Static import Dynamic load from API
Registration Edit 3 registries Auto-loaded at startup
Best for Core adapters, contributors Third-party adapters, internal tools

For most cases, build an external adapter plugin. It's cleaner, independently versioned, and doesn't require modifying Paperclip's source. See External Adapters for the full guide.

The rest of this page covers the shared internals that both paths use.

Package Structure

packages/adapters/<name>/    # built-in
  ── or ──
my-adapter/                   # external plugin
  package.json
  tsconfig.json
  src/
    index.ts            # Shared metadata
    server/
      index.ts          # Server exports (createServerAdapter)
      execute.ts        # Core execution logic
      parse.ts          # Output parsing
      test.ts           # Environment diagnostics
    ui/
      index.ts          # UI exports (built-in only)
      parse-stdout.ts   # Transcript parser (built-in only)
      build-config.ts   # Config builder
    ui-parser.ts        # Self-contained UI parser (external — see [UI Parser Contract](/adapters/adapter-ui-parser))
    cli/
      index.ts          # CLI exports
      format-event.ts   # Terminal formatter

Step 1: Root Metadata

src/index.ts is imported by all three consumers. Keep it dependency-free.

export const type = "my_agent";        // snake_case, globally unique
export const label = "My Agent";
export const models = [
  { id: "model-a", label: "Model A" },
];
export const agentConfigurationDoc = `# my_agent configuration
Use when: ...
Don't use when: ...
Core fields: ...
`;

// Required for external adapters (plugin-loader convention)
export { createServerAdapter } from "./server/index.js";

Step 2: Server Execute

src/server/execute.ts is the core. It receives an AdapterExecutionContext and returns an AdapterExecutionResult.

Key responsibilities:

  1. Read config using safe helpers (asString, asNumber, etc.) from @paperclipai/adapter-utils/server-utils
  2. Build environment with buildPaperclipEnv(agent) plus context vars
  3. Resolve session state from runtime.sessionParams
  4. Render prompt with renderTemplate(template, data)
  5. Spawn the process with runChildProcess() or call via fetch()
  6. Parse output for usage, costs, session state, errors
  7. Handle unknown session errors (retry fresh, set clearSession: true)

Available Helpers

Helper Source Purpose
runChildProcess(cmd, opts) @paperclipai/adapter-utils/server-utils Spawn with timeout, grace, streaming
buildPaperclipEnv(agent) @paperclipai/adapter-utils/server-utils Inject PAPERCLIP_* env vars
renderTemplate(tpl, data) @paperclipai/adapter-utils/server-utils {{variable}} substitution
asString(v) @paperclipai/adapter-utils Safe config value extraction
asNumber(v) @paperclipai/adapter-utils Safe number extraction

AdapterExecutionContext

interface AdapterExecutionContext {
  runId: string;
  agent: { id: string; companyId: string; name: string; adapterConfig: unknown };
  runtime: { sessionId: string | null; sessionParams: Record<string, unknown> | null };
  config: Record<string, unknown>;      // agent's adapterConfig
  context: Record<string, unknown>;      // task, wake reason, etc.
  onLog: (stream: "stdout" | "stderr", chunk: string) => Promise<void>;
  onMeta?: (meta: AdapterInvocationMeta) => Promise<void>;
  onSpawn?: (meta: { pid: number; startedAt: string }) => Promise<void>;
}

AdapterExecutionResult

interface AdapterExecutionResult {
  exitCode: number | null;
  signal: string | null;
  timedOut: boolean;
  errorMessage?: string | null;
  usage?: { inputTokens: number; outputTokens: number };
  sessionParams?: Record<string, unknown> | null;  // persist across heartbeats
  sessionDisplayId?: string | null;
  provider?: string | null;
  model?: string | null;
  costUsd?: number | null;
  clearSession?: boolean;  // set true to force fresh session on next wake
}

Step 3: Environment Test

src/server/test.ts validates the adapter config before running.

Return structured diagnostics:

Level Meaning Effect
error Invalid or unusable setup Blocks execution
warn Non-blocking issue Shown with yellow indicator
info Successful check Shown in test results
export async function testEnvironment(
  ctx: AdapterEnvironmentTestContext,
): Promise<AdapterEnvironmentTestResult> {
  return {
    adapterType: ctx.adapterType,
    status: "pass",  // "pass" | "warn" | "fail"
    checks: [
      { level: "info", message: "CLI v1.2.0 detected", code: "cli_detected" },
      { level: "warn", message: "No API key found", hint: "Set ANTHROPIC_API_KEY", code: "no_key" },
    ],
    testedAt: new Date().toISOString(),
  };
}

Step 4: UI Module (Built-in Only)

For built-in adapters registered in Paperclip's source:

  • parse-stdout.ts — converts stdout lines to TranscriptEntry[] for the run viewer
  • build-config.ts — converts form values to adapterConfig JSON
  • Config fields React component in ui/src/adapters/<name>/config-fields.tsx

For external adapters, use a self-contained ui-parser.ts instead. See the UI Parser Contract.

Step 5: CLI Module

format-event.ts — pretty-prints stdout for paperclipai run --watch using picocolors.

export function formatStdoutEvent(line: string, debug: boolean): void {
  if (line.startsWith("[tool-done]")) {
    console.log(chalk.green(`  ✓ ${line}`));
  } else {
    console.log(`  ${line}`);
  }
}

Step 6: Register (Built-in Only)

Add the adapter to all three registries:

  1. server/src/adapters/registry.ts
  2. ui/src/adapters/registry.ts
  3. cli/src/adapters/registry.ts

For external adapters, registration is automatic — the plugin loader handles it.

Session Persistence

If your agent runtime supports conversation continuity across heartbeats:

  1. Return sessionParams from execute() (e.g., { sessionId: "abc123" })
  2. Read runtime.sessionParams on the next wake to resume
  3. Optionally implement a sessionCodec for validation and display
export const sessionCodec: AdapterSessionCodec = {
  deserialize(raw) { /* validate raw session data */ },
  serialize(params) { /* serialize for storage */ },
  getDisplayId(params) { /* human-readable session label */ },
};

Capability Flags

Adapters can declare what "local" capabilities they support by setting optional fields on the ServerAdapterModule. The server and UI use these flags to decide which features to enable for agents using the adapter (instructions bundle editor, skills sync, JWT auth, etc.).

Flag Type Default What it controls
supportsLocalAgentJwt boolean false Whether heartbeat generates a local JWT for the agent
supportsInstructionsBundle boolean false Managed instructions bundle (AGENTS.md) — server-side resolution + UI editor
instructionsPathKey string "instructionsFilePath" The adapterConfig key that holds the instructions file path
requiresMaterializedRuntimeSkills boolean false Whether runtime skill entries must be written to disk before execution

These flags are exposed via GET /api/adapters in a capabilities object, along with a derived supportsSkills flag (true when listSkills or syncSkills is defined).

Example

export function createServerAdapter(): ServerAdapterModule {
  return {
    type: "my_k8s_adapter",
    execute: myExecute,
    testEnvironment: myTestEnvironment,
    listSkills: myListSkills,
    syncSkills: mySyncSkills,

    // Capability flags
    supportsLocalAgentJwt: true,
    supportsInstructionsBundle: true,
    instructionsPathKey: "instructionsFilePath",
    requiresMaterializedRuntimeSkills: true,
  };
}

With these flags set, the Paperclip UI will automatically show the instructions bundle editor, skills management tab, and working directory field for agents using this adapter — no Paperclip source changes required.

If capability flags are not set, the server falls back to legacy hardcoded lists for built-in adapter types. External adapters that omit the flags will default to false for all capabilities.

Skills Injection

Make Paperclip skills discoverable to your agent runtime without writing to the agent's working directory:

  1. Best: tmpdir + flag — create tmpdir, symlink skills, pass via CLI flag, clean up after
  2. Acceptable: global config dir — symlink to the runtime's global plugins directory
  3. Acceptable: env var — point a skills path env var at the repo's skills/ directory
  4. Last resort: prompt injection — include skill content in the prompt template

Cross-run workspace persistence (no-remote-git contract)

The local execution-workspace cwd is the only persistence boundary across runs. No adapter may depend on a git remote for cross-run state.

The supported round-trip:

  • Per-run, on the remote side. prepareWorkspaceForSshExecution (in packages/adapter-utils/src/ssh.ts) git-bundles the local worktree and ships it to the run's remote dir. No git remote is set anywhere; the bundle is the transport.
  • End-of-run, in the adapter's finally block. The adapter invokes restoreRemoteWorkspace (e.g. claude-local's execute.ts), which calls restoreWorkspaceFromSshExecution → exportGitWorkspaceFromSsh → integrateImportedGitHead. Remote commits made during the run land back in the local Mac worktree with no git push and no remote configured.

The invariant adapters must preserve:

  • Never git push from adapter or runtime code. Operator-supplied configuration may opt in, but the default contract is no remote operations.
  • Never assume a remote exists. The local cwd is the source of truth between runs.
  • Surface restore failures. A failed sync-back must propagate as a run-level error, not a silent warning. The heartbeat records a workspace_finalize row (succeeded/failed) around adapter.execute so dependent issues do not wake on a stale worktree.

The invariant is pinned by the "no-remote-git contract" case in packages/adapter-utils/src/ssh-fixture.test.ts: it asserts git remote is empty before and after the round-trip and that a remote-only commit still lands locally via restore alone.

Security

  • Treat agent output as untrusted (parse defensively, never execute)
  • Inject secrets via environment variables, not prompts
  • Configure network access controls if the runtime supports them
  • Always enforce timeout and grace period
  • The UI parser module runs in a browser sandbox — zero runtime imports, no side effects

Next Steps