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## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - A project stores its work in Core/local storage or in a storage plugin > - Today, Core finds the installed default each time it reads a project > - So installing a default storage plugin moves existing projects, without a saved change > - Agents that cannot reach the new storage then lose access to new workspaces > - This pull request makes Core apply the default once, when it creates a project > - The benefit is that a project stays on its storage until a person moves it ## Linked Issues or Issue Description No issue exists. This describes the problem. I searched open pull requests for related work and found no duplicate. **What existing behavior does this improve?** How Core chooses the storage for a project when a plugin claims `defaultForProjects`. **Current behavior** Installing such a plugin changes the storage of every existing project with no explicit choice. Disabling the plugin changes it back. Nothing is saved, so the project has no fixed owner. Execution environments and storage are separate contracts, so an agent can lose access to new workspaces on a project that it used before. **Proposed behavior** Core saves the storage choice on the project when it creates the project. A project with no saved choice uses Core/local storage. A plugin-backed project stays attached to its plugin. A Core/local project can move to a plugin. **Reason and benefit** A project stays on its storage until a person moves it, so installing or disabling a plugin does not change where work goes. **Alternatives considered** - Keep the default at read time and add a process that saves a choice on existing projects when a plugin arrives. This adds a background step and a race with new projects. - Add a new database column. The existing policy field already holds the choice, so a migration is not necessary. ## What Changed - `resolveProjectWorkspaceProvider` reads only the saved choice. It no longer applies an installed default. - `withDefaultProjectStorage` applies the default when Core creates a project, including a personal private project. With more than one default, a project with no explicit choice is refused. This is the existing conflict rule, now applied at creation. - `projectService.update` refuses a change of storage on a plugin-backed project. An update that omits the field keeps the attachment. - Plugin lifecycle delivery sends project events to a storage provider only for projects attached to it, and for deleted projects. Core acknowledges the other events for that provider. Other plugins continue to receive all project events. - The project settings control has no "Inherit" option. It is locked on a plugin-backed project. - `ProjectWorkspaceProviderConfiguration.source` no longer has the `"default"` value. - A project with no repository or folder ignores its saved storage choice when a task runs. A storage plugin cannot manage this type of project, so its tasks use a plain task directory. Without this change, the second run of a task reset the agent session, and remote agents could not use an empty task directory. - The plugin SDK README and the plugin authoring guide describe the new rules. ## Verification - `npx vitest run server/src/__tests__/project-workspace-provider.integration.test.ts server/src/__tests__/plugin-lifecycle-delivery.test.ts server/src/__tests__/plugin-workspaces.integration.test.ts packages/plugins/sdk/tests/workspace-provider.test.ts`: 93 tests pass. - `npx vitest run src/components/ProjectProperties.concurrency.test.tsx` in `ui/`: 9 tests pass. - `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter @paperclipai/ui typecheck` pass. - `npx vitest run` on `heartbeat-session-preparation`, `workspace-preparation`, `remote-workspace-source`, `project-workspace-provider.integration`, and `plugin-workspaces.integration` in `server/`: 231 tests pass. - I did not run the full test suite locally. CI runs it. - I did not test this change on a running instance. ## Risks - **Behavior change at upgrade:** an existing project that uses a plugin only through the installed default, with no saved choice, moves to Core/local storage after upgrade. Its plugin files stay in place, but new work does not use them until an operator sets `storageProviderPluginId` on the project. This pull request has no automatic backfill. - **Missed lifecycle events:** a provider does not receive events for a Core/local project. If the project moves to that provider later, the update event starts its reconcile. - **One-way move:** a person cannot move a plugin-backed project back through the API or the UI. This is intended. If a plugin is disabled, the project fails closed, as it does today for an explicit choice. - This pull request does not stop a person from assigning an agent to a project with storage that the agent cannot reach. That is follow-up work. - This changes core plugin behavior, and I did not discuss it in `#dev` first. Maintainers can tell me if they want a discussion before review. ## Model Used - Claude Opus 5.5 (`claude-opus-5-5`), through Claude Code, with tool use and code execution. ## 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 - [ ] All Paperclip CI gates are green - [ ] 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>
825 lines
34 KiB
Markdown
825 lines
34 KiB
Markdown
# Plugin Authoring Guide
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This guide describes the current, implemented way to create a Paperclip plugin in this repo.
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It is intentionally narrower than [PLUGIN_SPEC.md](./PLUGIN_SPEC.md). The spec includes future ideas; this guide only covers the alpha surface that exists now.
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> **New to plugins?** Start with the short [Local Plugin Development guide](./LOCAL_PLUGIN_DEVELOPMENT.md) — 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.
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## Current reality
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- Treat plugin workers and plugin UI as trusted code.
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- Plugin UI runs as same-origin JavaScript inside the main Paperclip app.
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- Worker-side host APIs are capability-gated.
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- Plugin UI is not sandboxed by manifest capabilities.
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- External object reference providers are trusted-install only in the MVP.
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Capabilities gate provider detection/resolution and host API calls, but they
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are not a sandbox boundary for untrusted marketplace code.
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- Plugin database migrations are restricted to a host-derived plugin namespace.
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- Plugin-managed surfaces are first-class records (agents, projects, routines, and
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skills) rather than private plugin-only state.
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- Plugin-owned JSON API routes must be declared in the manifest and are mounted
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only under `/api/plugins/:pluginId/api/*`.
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- The host provides a small shared React component kit through
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`@paperclipai/plugin-sdk/ui`; use it for common Paperclip controls before
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building custom versions.
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- `ctx.assets` is not supported in the current runtime.
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## Idle sleep
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An enabled worker blocks automatic idle sleep unless it implements
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`onIdleDrain(signal): Promise<"none" | "present" | "unknown">`. This is a live
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runtime handshake, not a manifest or version exemption. Older SDKs remain
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blockers. Manual shutdown keeps its existing behavior.
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The host checks the exact owned, expiring task-drain hold. It closes new worker
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admission and checks outstanding RPCs in both directions and live terminal
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routes. The SDK also counts accepted handlers and notifications until they
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actually finish. Caller timeouts do not count as completion. An unconfirmed
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write, missing worker, crash, invalid reply, or expired hold prevents sleep.
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The hook must return `none` only when plugin-owned timers, sockets, detached
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operations, and cleanup are settled and cannot start work until `signal`
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aborts. Do not cancel useful work to make a worker idle. Return `present` while
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work remains and `unknown` when completion cannot be proved. The SDK closes
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ordinary RPC admission while the hook runs and until the matching hold releases
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or expires. Release aborts the signal; expiry does so without another request.
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Hooks that suspend autonomous work must arrange its safe resumption on abort.
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The handshake does not exempt database work. Enabled jobs, deliveries,
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schedules, external ingress, and other persisted work still block sleep until
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they have their own safe wake contract. An installed plugin without a matching
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live worker receipt also blocks sleep.
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Daytona currently opts in only before its worker has contacted the provider.
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After provider access it remains a blocker for that process lifetime, even if
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the visible operation finishes. Its timeout and terminal cleanup paths need
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stronger completion receipts before that restriction can be relaxed. Restarting
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does not bypass the separate persisted lease and recovery checks.
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## Required agent lifecycle work
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Use `onAgentLifecycle` for resources that must be ready before an agent works or
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removed before termination completes. Declare both `agentLifecycle: true` and
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`agents.lifecycle.manage` in the manifest. The host calls the plugin after the
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lifecycle command commits. The lifecycle module owns admission, progress, and
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retries; a plugin does not need a readiness data handler or a polling job.
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```ts
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import { definePlugin } from "@paperclipai/plugin-sdk";
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import { reconcileResources } from "./resources.js";
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export default definePlugin({
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async setup() {},
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async onAgentLifecycle(request) {
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// Provider code must persist revision fences and tolerate repeated calls.
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const complete = await reconcileResources(request);
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return {
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operationId: request.operationId,
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version: request.version,
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status: complete ? "complete" : "pending",
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};
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},
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});
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```
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`reconcileResources` above is plugin-owned provider code, not an SDK function.
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Use `companyId` and `agentId` from the request to scope resources.
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Request `agents.read` separately if the handler needs `ctx.agents.get`.
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Lifecycle authority does not grant agent configuration writes or secret access.
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| Phase | Resource action |
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| --- | --- |
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| `preparing` | Create or reconcile the agent's resources and wait for readiness. |
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| `verifying` | Complete any remaining checks after the host tests the saved harness. |
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| `pausing` | Stop resources after the host confirms execution has stopped. |
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| `resuming` | Start resources and wait for readiness. |
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| `terminating` | Stop resources after the host revokes keys and confirms execution has stopped. |
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| `cleaning_up` | Remove owned resources and wait until removal completes. |
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Return `pending` while an external operation continues. Return `complete` only
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when its effect is confirmed; accepting a deletion request is not completion.
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Throw on failure. The host records a fixed error without provider error text.
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The agent page shows the phase and offers Retry for failed work.
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Calls can repeat, including after a timeout or restart. Retain the highest
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version per company and agent, reject older requests, and serialize external
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effects or clean up late results. The host's revision fence protects its state;
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it cannot cancel a provider request that has already left the process.
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The host saves required plugin IDs at first selection. Company-disabled plugins
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are excluded then. Disabling or removing a selected plugin blocks progress;
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restore it to complete the step. Later installations do not backfill existing
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agents. The durable event inbox below is separate: acknowledging an event does
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not complete required lifecycle work. See [Agent lifecycle](../AGENT-LIFECYCLE.md)
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for phase ordering, recovery, and existing-installation limits.
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## Durable resource lifecycle delivery
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Declare `resourceLifecycle: ["project"]` (or `["agent", "project"]`) in the
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manifest, with `events.subscribe`, and implement `onResourceLifecycle(event)`:
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```ts
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async onResourceLifecycle(event) {
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const config = await ctx.config.get(event.companyId);
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if (!config.provider) return { eventId: event.id, status: "deferred" };
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const finished = await reconcileCurrentResource(event);
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return { eventId: event.id, status: finished ? "acknowledged" : "retry" };
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}
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```
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Core delivers events to ready plugins with a configuration row for that company,
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unless the plugin is disabled there. A workspace storage provider receives project
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events only for projects attached to it, plus events for deleted projects. Each
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invocation has the event's company scope. The dispatcher wakes after the mutation's outer transaction settles,
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on host startup, plugin activation/worker start, and company configuration or
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enablement changes. Successful worker `onConfigChanged` completion wakes delivery
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again, so a callback that deferred while configuration was still applying is
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revisited. Failed scans retain pending work through idle drain. Empty and deferred
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queues have no periodic scans. `retry`,
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exceptions, invalid results, and unavailable workers leave the event pending and
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schedule another attempt after 30 seconds. Other acknowledgments or mutations
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do not bypass that event's delay; a host restart may replay it immediately.
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`deferred` retains the event without
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a retry deadline, useful while waiting for operator configuration. A later wake
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revisits deferred events. Acknowledgment immediately exposes subsequent work.
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Events contain `id`, `companyId`, `resourceType`, `resourceId`, `action`, and
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`createdAt`. Agent actions are `create`, `pause`, `resume`, and `terminate`;
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project actions are `create`, `update`, `archive`, and `delete`. Pending hires
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produce creation after approval. Project updates include repository/workspace
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mutations and restoring an archived project. Deletion is recorded in the same
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transaction as removal and survives the project row. Earlier deletions cannot
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be reconstructed. Provider cleanup and retention policy belong to the plugin.
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Creation is delivered before other events for that resource, even when its
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backfilled ID is newer. Remaining events follow ID order. Failed or deferred
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resources do not block independent resources. Acknowledgments are stored per
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plugin, survive worker/host restarts, and are not a global sequence cursor.
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The initial journal migration seeds existing hired agents and projects,
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including archived projects; this is a desired-state baseline, not history.
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Agent lifecycle participation (`onAgentLifecycle`) remains a separate contract:
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acknowledging a resource event does not advance an agent lifecycle phase.
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Delivery is at least once. Re-read current authorized state and make provider
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operations idempotent; a worker can finish an external effect and exit before
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Core commits its acknowledgment. Content-free events contain no repository
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credentials or configuration snapshots. Deleted projects may return `null`.
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Use stable resource identifiers and fence delayed provider requests when removing
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resources. Neither the callback nor an acknowledgment proves mounts are unused.
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Delivery uses the same process-local transaction signals as Core's other durable
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queues. Startup replays committed work. Independent database writers and separate
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active server processes need an explicit ownership/wake protocol; see
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[database work signals](../DATABASE.md#transaction-aware-delivery-work-signals).
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The existing `ctx.events.listLifecycle(companyId, limit?, afterId?)` and
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`acknowledgeLifecycle(companyId, eventId)` remain available for manual consumers.
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Do not mix automatic and manual acknowledgment for the same resources. Reads
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return one pending event per resource (default 50, maximum 100). `afterId` is a
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page cursor, never a durable high-water mark: restart pagination to revisit
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failures and transactions that commit later with lower IDs. Offline SDK tests
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can seed `lifecycleEvents` with `createTestHarness().seed()`.
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## External object reference providers
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Plugins can contribute provider-neutral object reference detection and status
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resolution for URLs and future explicit links. Declare `objectReferences` in the
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manifest and add at least `external.objects.detect` and `external.objects.read`.
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```ts
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objectReferences: [
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{
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providerKey: "mocktracker",
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displayName: "Mock Tracker",
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objectTypes: ["ticket"],
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urlPatterns: ["https://mock.example/tickets/:id"],
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},
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],
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```
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Implement `onDetectExternalObjects()` in the worker to recognize sanitized URL
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candidates and return provider-stable identities. Implement
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`onResolveExternalObject()` to return normalized board-safe status metadata.
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Paperclip owns inline markdown rendering; plugins must not return React, HTML,
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or `dangerouslySetInnerHTML` content for inline references.
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## Scaffold a plugin
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Use the CLI scaffold command:
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```bash
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paperclipai plugin init @yourscope/plugin-name --output /absolute/path/to/plugin-repos
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```
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That creates `<output>/plugin-name/` with:
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- `src/manifest.ts`
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- `src/worker.ts`
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- `src/ui/index.tsx`
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- `tests/plugin.spec.ts`
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- `esbuild.config.mjs`
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- `rollup.config.mjs`
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Inside this monorepo, the scaffold uses `workspace:*` for `@paperclipai/plugin-sdk`.
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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.
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## Local development workflow
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See the short [Local Plugin Development guide](./LOCAL_PLUGIN_DEVELOPMENT.md) for the full happy path (`pnpm dev` → `paperclipai plugin install <absolute-path>` → `paperclipai plugin list`) and reload semantics.
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Minimum verification from the generated plugin folder:
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```bash
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pnpm install
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pnpm typecheck
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pnpm test
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pnpm build
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```
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## Supported alpha surface
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### CreateOS sandbox provider
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The in-repo [`@paperclipai/plugin-createos`](../../packages/plugins/sandbox-providers/createos/README.md)
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package implements environment lifecycle hooks and incremental managed-process
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output and binary workspace transfers using CreateOS's public HTTP API. It does
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not advertise interactive login or template capture. Install
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the built package by local path; its optional managed-image catalog key is
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`createos`. The package README describes configuration and the opt-in live smoke.
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### boxd sandbox provider
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The in-repo [`@paperclipai/plugin-boxd`](../../packages/plugins/sandbox-providers/boxd/README.md)
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package implements the environment lifecycle hooks on isolated boxd microVMs
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through the `@boxd-sh/sdk` package. It supports reusable leases: a released
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machine is suspended and the next run resumes it with its disk, memory and
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processes. It also implements the stop and inspect hooks, and it bounds a lease
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with a provider-side delete timer when the host requests an expiry. It does not
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advertise interactive login, template capture or native file sync. Install the
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built package by local path; its optional managed-image catalog key is `boxd`.
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The package README describes configuration and the opt-in live smoke.
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### Worker APIs
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Worker:
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- config
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- events
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- jobs
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- launchers
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- http
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- secrets
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- activity
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- state
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- database namespace via `ctx.db`
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- scoped JSON API routes declared with `apiRoutes`
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- entities
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- projects, project workspaces, and plugin-managed projects
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- companies
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- issues, comments, namespaced `plugin:<pluginKey>` origins, blocker relations, checkout assertions, assignment wakeups, and orchestration summaries
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- agents, plugin-managed agents, and agent sessions
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- plugin-managed routines
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- plugin-managed skills
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- goals
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- data/actions
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- streams
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- tools
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- metrics
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- logger
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### Plugin database declarations
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First-party or otherwise trusted orchestration plugins can declare:
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```ts
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database: {
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migrationsDir: "migrations",
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coreReadTables: ["issues"],
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}
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```
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Required capabilities are `database.namespace.migrate` and
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`database.namespace.read`; add `database.namespace.write` for runtime mutations.
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The host derives `ctx.db.namespace`, runs SQL files in filename order before the
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worker starts, records checksums in `plugin_migrations`, and rejects changed
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already-applied migrations.
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Migration SQL may create or alter objects only inside `ctx.db.namespace`. It may
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reference whitelisted `public` core tables for foreign keys or read-only views,
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but may not mutate/alter/drop/truncate public tables, create extensions,
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triggers, untrusted languages, or runtime multi-statement SQL. Runtime
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`ctx.db.query()` is restricted to `SELECT`; runtime `ctx.db.execute()` is
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restricted to namespace-local `INSERT`, `UPDATE`, and `DELETE`.
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### Scoped plugin API routes
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Plugins can expose JSON-only routes under their own namespace:
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```ts
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apiRoutes: [
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{
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routeKey: "initialize",
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method: "POST",
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path: "/issues/:issueId/smoke",
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auth: "board-or-agent",
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capability: "api.routes.register",
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checkoutPolicy: "required-for-agent-in-progress",
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companyResolution: { from: "issue", param: "issueId" },
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},
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]
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```
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The host resolves the plugin, checks that it is ready, enforces
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`api.routes.register`, matches the declared method/path, resolves company access,
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and applies checkout policy before dispatching to the worker's `onApiRequest`
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handler. The worker receives sanitized headers, route params, query, parsed JSON
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body, actor context, and company id. Do not use plugin routes to claim core
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paths; they always remain under `/api/plugins/:pluginId/api/*`.
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## Managed Paperclip resources
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Plugins that provide durable Paperclip business objects should declare them in
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the manifest and let the host create or relink the actual records per company.
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Do this for plugin-owned agents, projects, routines, and skills.
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Do not hide long-lived work behind private plugin state when it should be visible
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to the board, scoped to a company, audited, budgeted, and assigned like normal
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Paperclip work.
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Content-oriented plugins, such as LLM Wiki-style ingestion or durable knowledge
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systems, should use the same pattern: managed projects for operation issues,
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managed agents plus managed skills for LLM work, and managed routines for
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ingest, lint, refresh, or maintenance runs.
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Use these surfaces:
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- Managed agents: declare top-level `agents[]` and require
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`agents.managed`. Use this when the plugin provides a named worker the board
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should see in the org, budget, pause, invoke, and inspect. Managed agents are
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normal Paperclip agents with plugin ownership metadata, not background plugin
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workers.
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- Managed projects: declare top-level `projects[]` and require
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`projects.managed`. Use this when the plugin needs a stable company-scoped
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project for its issues, routines, or workspace-oriented UI. Keep plugin work
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in a project instead of scattering generated issues across unrelated projects.
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- Managed routines: declare top-level `routines[]` and require
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`routines.managed`. Use this for scheduled, webhook, or manually triggered
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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.
|
|
|
|
```ts
|
|
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:
|
|
|
|
```ts
|
|
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.
|
|
|
|
```tsx
|
|
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.
|
|
|
|
```tsx
|
|
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.
|
|
|
|
```ts
|
|
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:
|
|
|
|
```text
|
|
/: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:
|
|
|
|
```bash
|
|
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:
|
|
|
|
```bash
|
|
pnpm -r typecheck
|
|
pnpm test:run
|
|
pnpm build
|
|
```
|
|
|
|
For image-supplied plugins and the persistent shell lifecycle, see
|
|
[Distribution plugins](DISTRIBUTION-PLUGINS.md).
|
|
|
|
### 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](PLUGIN_ENVIRONMENT_TASKS.md) 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](PLUGIN_RUNNER_EXECUTION.md).
|
|
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.
|