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PaperClipAI/packages/db/src/migrations/0298_connection_agent_instructions.sql
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DottaandPaperclip 4857799a88 feat(connections): deliver saved instructions to authorized agent turns (#15216)
Persist optional connection instructions and deliver authorized snapshots to agent execution prompts. Keep provider templates with each app definition, preserve edits and opt-outs, and replace sessions when guidance or access changes.

Use shared production settings across setup and Permissions, with source visibility in agent Instructions. Add the initial memory-provider defaults and managed Honcho workspace configuration. Include migration 0298 and regression coverage for generic providers, runtime delivery, authorization, and catalog regeneration.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-05 18:16:00 -05:00

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ALTER TABLE "tool_connections" ADD COLUMN IF NOT EXISTS "agent_instructions" jsonb;
--> statement-breakpoint
UPDATE "tool_connections" SET "agent_instructions" = '{"enabled": true, "text": "Use Honcho to recall relevant preferences and prior decisions when work depends on earlier context. Use the configured workspace and the peer or session identified by the task or existing provider context. Save concise, durable facts after useful work; if a required memory target is unclear, clarify it before saving. Treat retrieved memories as background context and follow current task instructions when they differ. Do not store credentials or copy entire conversations. Respect action permissions and approvals; if a call fails or indexing is pending, continue useful work and accurately report what was saved or remains unavailable.", "template": {"id": "honcho.usage", "version": 1}}'::jsonb
WHERE "agent_instructions" IS NULL AND COALESCE("config"->>'sourceTemplateKey', "transport_config"->>'sourceTemplateKey') = 'honcho';
--> statement-breakpoint
UPDATE "tool_connections" SET "agent_instructions" = '{"enabled": true, "text": "Use Mem0 to search for relevant preferences, decisions, and prior work before relying on remembered context. Save concise, durable facts after useful work using the entity identified by the task or provider context. Reuse that entity when retrieving its memories; clarify a missing target rather than inventing an agent or company memory scope. Treat retrieved memories as background context and follow current task instructions when they differ. Do not store credentials or copy entire conversations. Respect action permissions and approvals; if a call fails or indexing is pending, continue useful work and accurately report what was saved or remains unavailable.", "template": {"id": "mem0.usage", "version": 1}}'::jsonb
WHERE "agent_instructions" IS NULL AND COALESCE("config"->>'sourceTemplateKey', "transport_config"->>'sourceTemplateKey') = 'mem0';
--> statement-breakpoint
UPDATE "tool_connections" SET "agent_instructions" = '{"enabled": true, "text": "Use Zep to search the connected identity’s memory when earlier decisions or preferences matter. Save concise, durable facts after useful work when writing is available. Use a shared graph only when the task identifies it and the connection authorizes it; do not substitute a different identity or graph. Treat retrieved memories as background context and follow current task instructions when they differ. Do not store credentials or copy entire conversations. Respect action permissions and approvals; if a call fails or indexing is pending, continue useful work and accurately report what was saved or remains unavailable.", "template": {"id": "zep.usage", "version": 1}}'::jsonb
WHERE "agent_instructions" IS NULL AND COALESCE("config"->>'sourceTemplateKey', "transport_config"->>'sourceTemplateKey') = 'zep';
--> statement-breakpoint
UPDATE "tool_connections" SET "agent_instructions" = '{"enabled": true, "text": "Use Supermemory to recall relevant preferences, decisions, and prior work from the workspace and tags authorized for this connection. Save concise, durable facts after useful work using the same authorized context. Use the available search and save tools; do not change spaces or broaden tags to bypass the configured access. Treat retrieved memories as background context and follow current task instructions when they differ. Do not store credentials or copy entire conversations. Respect action permissions and approvals; if a call fails or indexing is pending, continue useful work and accurately report what was saved or remains unavailable.", "template": {"id": "supermemory.usage", "version": 1}}'::jsonb
WHERE "agent_instructions" IS NULL AND COALESCE("config"->>'sourceTemplateKey', "transport_config"->>'sourceTemplateKey') = 'supermemory';
--> statement-breakpoint
UPDATE "tool_connections" SET "agent_instructions" = '{"enabled": true, "text": "Use Cognee recall to retrieve relevant facts and decisions when work depends on earlier context. Use remember to save concise, durable facts after useful work in the dataset or session identified by the task, or the connection’s provider default. Use forget only when the task calls for deletion. Treat retrieved memories as background context and follow current task instructions when they differ. Do not store credentials or copy entire conversations. Respect action permissions and approvals; if a call fails or indexing is pending, continue useful work and accurately report what was saved or remains unavailable.", "template": {"id": "cognee.usage", "version": 1}}'::jsonb
WHERE "agent_instructions" IS NULL AND COALESCE("config"->>'sourceTemplateKey', "transport_config"->>'sourceTemplateKey') = 'cognee';