TonioandClaude Opus 5.5 8ea240218d feat(ui): bring the Refine-v2 layout to the agent page (#18378)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The agent page is where an operator reads and changes one agent.
> - The page grew one tab at a time. Ten tabs sit in one flat list, the
header holds many buttons, and the audit links leave the agent.
> - A design pass, called Refine-v2, made a calmer layout for this page.
It ran in a prototype on fixture data only.
> - This pull request moves the Refine-v2 layout and behavior into the
live agent page. Where the prototype and the live page differ, the live
behavior stays. For example, the floating save bar stays on screen.
> - The benefit is a shorter navigation, edits in place, and audit data
that stays inside the agent.

## Linked Issues or Issue Description

Refs #13716
Refs #9166

Both pull requests mount plugin tabs or slots on the agent page. They
touch the same files, so one of the three needs a rebase after the
others merge.

**Subsystem affected**

The agent detail page in `ui/` (`ui/src/pages/AgentDetail.tsx`, its
sidebar, header actions, and the shared agent config form).

**Problem or motivation**

The agent page is hard to scan. The navigation shows ten items in one
list. The header shows Run now, Pause, Clear error, and Assign task as
separate buttons. The name, title, and manager are form fields deep in
the Harness tab. Activity, Runs, Costs, and Budgets open company-wide
pages, so the operator loses the agent context. Each tab uses a
different card and table style.

**Proposed solution**

Use one layout system for every agent tab. Group the navigation into
Agent and Audit. Edit the name and title in the header. Move the work
actions into the actions menu. Show audit views inside the agent. Keep
the persistent save bar and add a status dot to it.

**Alternatives considered**

We considered a flag that lets operators opt in to the new layout. We
did not use a flag, because two layouts on one page double the test
surface. We also considered moving the save button to the end of the
scrolling content, as the prototype did. We kept the floating save bar,
because it is always visible.

**Roadmap alignment**

`ROADMAP.md` has no item for the agent page. This change is a UI
refinement of an existing page. It adds one optional field to an
existing API request and no database schema change.

## What Changed

- **Navigation.** The agent sidebar shows two groups. Agent has
Overview, Identity, Harness / Runtime, Secrets & variables, Permissions
/ Trust, and Advanced. Audit has Activity, Runs, Costs, and Budgets.
Skills, Tools, Channels, and API Keys leave the navigation. Their URLs
still open. The Instructions tab is now Identity, at `/identity`. The
old `/instructions` URL redirects.
- **Header.** The agent character shows at a larger size. The name and
title edit in place. Enter or blur saves. Escape cancels. An error
restores the old value. A rename updates the URL. While a tab has
unsaved changes, the header refuses the edit and asks the operator to
save or discard first. The third line shows the title and a link to the
manager. A crown button to the right of the name replaces the "Set as my
primary" link and the separate primary indicator. It is outlined and
dimmed until the agent is your primary, then fills with a short pop.
Replacing an existing primary asks for confirmation first, and the pop
plays after the dialog closes. Reduced motion skips the pop. Run now,
Pause or Resume, Clear error, and Agent history move into the actions
menu. Assign task is the primary button. For an agent that still needs
setup, Finish setup is the primary button and Assign task moves into the
menu.
- **Agent history.** A new dialog in the actions menu replaces the
Revisions entry. Each row shows a plain-language summary, the person or
agent who made the change, the date, and Restore. Restore asks for
confirmation. A failed restore shows its reason inside the confirmation.
- **Overview.** Four metric tiles show activity this week, runs this
week, costs this month, and budget used. Each tile links to its audit
view. When the list behind a count is capped, the tile shows a lower
bound, for example 200+. The activity tile follows live updates.
Profile, Skills, and Recent tasks panels follow. The Profile panel lists
direct reports under their label in at most two rows, then a "+N more"
button that expands the list. The Latest run card is removed.
- **Identity.** The file preview shows the raw text. A pencil button
switches to a plain text editor. Copy and Delete are icon buttons. A
chip next to the file name says "Managed by you" or "Managed
externally". Per-file history and unsaved edits stay.
- **External instructions.** "Advanced settings" opens Root path and
Entry file fields and a Load profile button. Load profile asks the
server to switch only if the root directory and the entry file already
exist. If either is missing, the server refuses and the panel shows the
reason. The entry file can have any name inside the root.
- **Instructions bundle API.** `PATCH /agents/:id/instructions-bundle`
accepts an optional `requireExistingEntry` flag (`packages/shared`
validator, `server` service, `ui` client). With the flag, the server
checks the root directory and entry file before it creates or copies
anything. Without the flag, the behavior does not change.
- **Harness / Runtime.** The config form gets a `panels` layout: Harness
and Execution side by side, then the runtime test, then environment
variables. The identity and run-policy sections are hidden from this
tab.
- **Secrets & variables and Advanced.** These tabs use the same filled
panels and table headers.
- **Permissions / Trust.** The trust presets show as selectable cards.
An Allowed connectors panel shows up to three connector logos and links
to Apps, filtered to installed connectors. Capabilities sit in their own
panel. Changes on this tab save at once, with no save bar.
- **Audit inside the agent.** Activity, Runs, Costs, and Budgets render
inside the agent page. Runs is locked to the current agent. A failed
budget incident action shows its reason under the incident.
- **Save bar.** The floating save bar stays. It shows an amber dot for
unsaved changes and a green dot with "Changes saved" after a save.
Discard stays.
- **Leave guard.** If the form has unsaved changes and the operator
clicks a link, a dialog asks to keep editing or discard the changes.
Browser back and the header actions keep the native confirm.
- **Apps.** `/apps?source=installed` opens the Apps page on the
Installed filter.
- **Tokens.** New `--agent-detail-*` tokens in `ui/src/index.css` hold
every spacing and fill value. Each fill is a mix of foreground into
background, so one value works in light and dark themes.
- **Tests and maps.** Tests cover the navigation model, sidebar, header
menu, Overview layout, Identity editor, and helpers. The
agent-configuration recipe in `maps/feature-map/agents.md` describes the
new page.

## Verification

- `cd ui && npx vitest run`: 849 test files and 10,081 tests pass.
- `cd server && npx vitest run
src/__tests__/agent-instructions-routes.test.ts
src/__tests__/agent-instructions-service.test.ts`: 40 tests pass.
- `npx playwright test --config tests/e2e/playwright.config.ts
tests/e2e/onboarding.spec.ts
tests/e2e/chat-adapters-ui-providers.spec.ts`: 26 tests pass.
- `cd ui && pnpm typecheck` passes. This includes the Storybook catalog
check. The `server` and `packages/shared` typechecks pass.
- `cd ui && pnpm build` passes.
- `pnpm run check:token-gates` reports all gates clean.
- `node scripts/check-maps.mjs` and `node scripts/storybook-catalog.mjs
--check` pass.
- Manual check on a local instance, in light and dark themes:
1. Open an agent. Confirm the sidebar shows the Agent and Audit groups.
2. Click the agent name in the header. Type a new name and press Enter.
Confirm the URL changes. Rename it back.
3. Open the actions menu. Open Agent history. Confirm the rows and the
Restore confirmation.
4. Open Identity. Click the pencil. Change a line. Confirm the save bar
shows the amber dot. Click a sidebar link. Confirm the discard dialog.
Click Keep editing, then save. Confirm the green dot.
5. Open Harness / Runtime, Secrets & variables, and Permissions / Trust.
Confirm the panels and the trust cards.
6. Open Runs under Audit. Confirm the list shows only this agent and the
page stays inside the agent.

## Risks

- This changes a high-traffic page for every operator at once. There is
no flag to switch back.
- Run policy and Reports to are no longer editable on the agent page.
The header shows the manager as a link only.
- Skills, Tools, Channels, and API Keys are reachable by URL only.
Operators who use them from the sidebar must use the URL.
- The pull request conflicts with #13716 and #9166 in `AgentDetail.tsx`
and the agent sidebar.
- Storybook stories for the agent page and `DESIGN.md` are not updated
in this pull request.
- The new `requireExistingEntry` flag is opt-in. Existing API callers
keep the old behavior, which creates a missing external directory and
entry file.
- I ran two e2e spec files locally, not the full `pnpm test:e2e` or
`pnpm test:release-smoke`. CI runs the full e2e suite. I did not run the
repo-wide `pnpm -r typecheck`, because the local toolchain has no Rust.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), in Claude Code, with
reasoning and tool use (shell, file edits, and a browser for visual
checks). A person directed every design decision.

## 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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-01 22:27:09 -08:00
2026-03-07 02:57:28 +09:00

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

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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 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+

Local Claude and Codex subscription sign-in also needs Python 3 and the corresponding provider CLI on the Paperclip host. The Docker image includes them.

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, boxd, 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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