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PaperClipAI/maps/agent-access-map/agents.md
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DottaandPaperclip b8ffeb973a feat(runner): add experimental Grok Bot agent participation (#16219)
## Thinking Path

> - Paperclip manages AI agents that perform work for a company.
> - The shared Runner owns task admission, authority, receipts and
finalization.
> - An existing Grok Bot needs to receive assignments and return results
through that Runner.
> - The Bot also needs governed access when it starts work from its own
conversation.
> - This PR adds agent-purpose MCP access and routine webhook dispatch.
> - It reuses the external-agent Rust Runner and keeps Grok capabilities
explicit.
> - The provider stays experimental until the real-client managed
journeys pass.

## Linked Issues or Issue Description

**Agent or provider**
Grok Bot, distinct from the Grok Build coding runtime in #13882.

**Why this adapter is useful**
Users can assign work to an existing Bot, receive progress, questions,
documents and files in Paperclip, and let the Bot initiate work under
its agent permissions.

**How the agent is invoked**
A webhook-only routine delivers bounded references. Dedicated
named-agent OAuth and MCP provide inbound calls. Setup follows [Grok
routines](https://cursor.com/help/grok-bot/routines) and [custom
plugins](https://cursor.com/help/grok-bot/connect-plugins). The current
desktop app needs its Bot-generated Webhook URL navigation link when
routine-row clicks fail.

The GitHub search found related Grok Build runtime work, but no existing
Grok Bot agent provider. This extends the roadmap’s existing agent,
Runner, governance and artifact foundations.

## What Changed

- Add default-off Grok Bot participation through the shared real Rust
external backend, preserving native provider identity guarantees and
distinguishing session closure from remote termination.
- Bind agent OAuth to company, agent, client, gateway and authorizer;
recheck permissions and task-bound execution authority without
manufacturing a native identity.
- Persist routine configuration, dispatch intents, authenticated
acknowledgement and recovery holds. Store URL/key together in encrypted
secret storage, use guarded public egress, and never automatically
replay ambiguous HTTP delivery.
- Reuse native tools, durable waiting, completion assessment and review.
Add task-bound file grants through existing artifact storage; suppress
proactive echo dispatch and synchronous result wake loops.
- Enforce the current native deliverable work-mode policy at file-ticket
issuance and use. Add operator retries for confirmed rejected wakes,
with retained receipts, stable retry intent and current-authority
checks. Recovery locks bindings before routine rows. Thread Stop
resolves the selected run and its agent.
- Cancel queued and preparing Stop targets before assignment creation,
restore saved setup after a failed request and successful retry, and
publish the Grok provider descriptor schema. Advance the versioned
Copilot source declaration for the shared schema change; its
qualification remains pending.
- Filter task summaries with the shared privacy policy, preserve
feedback admission when wake delivery is blocked, reconcile settled
delivery receipts without restoring work authority, and bind every Stop
control to its displayed run. Recovery records distinguish dispatch
uncertainty from a revoked session.
- Add resumable guided setup, credential replacement, consent,
management, observed work status and stop/recovery controls, plus an
interactive Storybook journey using the production task thread, question
form and report card. Grok’s own apps remain available; Paperclip
workspace and third-party tools are deferred.

## Verification

- Five focused protocol, authorization, person MCP and Runner files: 192
tests pass. The Grok assigned-work case executes the actual Rust Runner,
saves a document, uploads/deduplicates a file and reaches ordinary
finalization.
- Proactive intake/deduplication and renewed-session recovery pass.
These use scripted clients and synthetic storage; they are not
real-provider acceptance.
- Repository typecheck, production build, token gates, map checks and
Storybook build/catalog checks pass. The local full-suite campaign was
stopped after macOS shared-memory exhaustion repeatedly prevented
embedded PostgreSQL startup. No local aggregate pass is claimed. The
first clean-worker CI run identified avatar fixture/configuration, flag
defaults, feature-card ordering and OpenAPI route-coverage gaps; all
four focused regressions pass after correction. Those regressions pass.
The latest clean-worker CI run also found a Copilot source-hash
declaration mismatch after the shared descriptor update; the corrected
declaration passes all 28 integrity tests. The next review corrections
pass 144 rendered UI tests, 21 OpenAPI tests and 82 Runner
contract/integrity/history tests. The latest database fixtures were
blocked at startup by host shared-memory exhaustion; clean-worker CI
must execute their new regressions. Full current-head CI now passes: 54
successful checks and four intentional skips. The database regression
uses the PostgreSQL driver result shape; file-policy, rejected-feedback
and lock-order cases pass on clean workers. Current-head Greptile is 5/5
with no unresolved findings.
- Rendered setup steps and outbound-only verification were walked
through in Storybook. Simulation cannot enable Done without an
authenticated-reply state.
- Actual client OAuth, continued access, reconnect and one routine wake
with an exact chat acknowledgement were observed separately. This
candidate’s live authenticated challenge, assigned/proactive workflows,
Linux managed artifact, restart and cleanup are not yet qualified. The
provider stays disabled by default.
- The separate Cloud ingress change forwards only exact task-bound
upload/download paths and preserves host identity and header stripping.
- Current Cloud policy reserves Test for pre-merge app/harness
experiments; Staging accepts only master-derived revisions. Real-client
qualification needs a supported, authorized deployment target and
remains outstanding.

## Risks

One append-only migration adds routine/dispatch state and extends shared
bindings and file tickets. The unshipped migrations were regenerated
after upstream consumed their original numbers. Rolling back code
retains the durable rows; revoke grants and inspect unknown remote
activity before resuming dispatch. Grok cannot confirm remote
termination, stream its complete transcript or report spending. Plugins
are account-wide and do not isolate credentials between Bots.
Real-client managed acceptance remains required before enabling the
experimental provider.

## Model Used

OpenAI Codex based on GPT-6, with reasoning, code execution and
browser/native UI tools. The exact deployment model ID and
context-window size are not exposed by this runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 20:57:42 -05:00

8.8 KiB
Raw Blame History

Hiring, agent configuration, and organization — agent access

Product map: Hiring, agent configuration, and organization.

Review date: 2026-10-12. Source commit: 58e16dbddfc9c8d0cf60867f9d9847f0feda055b. Native REST transport reconciled in this change; see the shared transport contract.

This is a source-reviewed baseline of representative operations and known gaps. Each capability needs operation-level review before its entire scope can be qualified. No live agent execution is claimed. Follow the map contract for format, permission checks, evidence and maintenance.

hire

Review: baseline.

API: present — representative operation IDs:

  • POST /api/companies/{companyId}/agent-hires.
  • POST /api/companies/{companyId}/agents.

Agent access: partial — Native hire_agent; REST / CLI agent; runtime inheritance for native hires.

Policy: Agent creation/configuration uses action grants, resource policies and change consent; some controls require a board actor.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — exercise a listed permitted operation with actual agent credentials/run context; inspect its result and applicable persistence/attribution. Assert the relevant denied actor, owner, company or mode from Policy. Review the remaining operations before qualifying the whole capability.

Gaps: Identity/persona hiring works. Operator account login and sensitive adapter/environment configuration are separate guarded actions.

instructions

Review: baseline.

API: present — representative operation IDs:

  • GET /api/agents/{id}/instructions-bundle/file.
  • PUT /api/agents/{id}/instructions-bundle/file.

Agent access: available — Native read/update/history/restore instruction tools; REST / CLI.

Policy: Agent creation/configuration uses action grants, resource policies and change consent; some controls require a board actor.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — exercise a listed permitted operation with actual agent credentials/run context; inspect its result and applicable persistence/attribution. Assert the relevant denied actor, owner, company or mode from Policy. Review the remaining operations before qualifying the whole capability.

Gaps: Canonical entry file, revision guard, company boundary, and protected-change policy apply.

organization

Review: baseline.

API: present — representative operation IDs:

  • GET /api/companies/{companyId}/org.
  • PATCH /api/agents/{id}.

Agent access: available — list_agents/get_agent; native call_api for permitted configuration fields; REST / CLI.

Policy: Agent creation/configuration uses action grants, resource policies and change consent; some controls require a board actor.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — exercise a listed permitted operation with actual agent credentials/run context; inspect its result and applicable persistence/attribution. Assert the relevant denied actor, owner, company or mode from Policy. Review the remaining operations before qualifying the whole capability.

Gaps: Reporting-line changes need configuration authorization; a title alone gives no authority.

lifecycle

Review: baseline.

API: present — representative operation IDs:

  • POST /api/agents/{id}/pause.
  • POST /api/agents/{id}/resume.
  • POST /api/agents/{id}/terminate.

Agent access: partial — REST / native call_api resume under agent_config:update change-grant authorization; pause and termination remain board-only.

Policy: Agent creation/configuration uses action grants, resource policies and change consent; some controls require a board actor.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — exercise a listed permitted operation with actual agent credentials/run context; inspect its result and applicable persistence/attribution. Assert the relevant denied actor, owner, company or mode from Policy. Review the remaining operations before qualifying the whole capability.

Gaps: Resume has a generic native REST path. Pause and termination remain enforced actor restrictions.

built-in

Review: baseline.

API: present — representative operation IDs:

  • POST /api/companies/{companyId}/built-in-agents/{key}/provision.

Agent access: partial — REST / native fallback for eligible provisioning; built-in routine controls require board.

Policy: Agent creation/configuration uses action grants, resource policies and change consent; some controls require a board actor.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — exercise a listed permitted operation with actual agent credentials/run context; inspect its result and applicable persistence/attribution. Assert the relevant denied actor, owner, company or mode from Policy. Review the remaining operations before qualifying the whole capability.

Gaps: Provisioning checks agents:create. Enabling/running its built-in routine is not the same permission path.

primary-agent

Review: baseline.

API: present — GET and PUT /api/companies/{companyId}/primary-agent/me.

Agent access: restricted — this is the authenticated human's personal preference. Agent keys and native call_api use agent identity and are denied by the board gate; no dedicated agent selection tool is present.

Policy: Requires board user identity, company access and active membership, except implicit-local board or instance administrator. Viewers may choose their own primary. Selection requires a same-company readable, available agent and is scoped to actor user ID; the request cannot select another user's preference. Explicit null selection is rejected; leave/termination can clear an unavailable choice. Initialization stays recorded so clearing does not silently replace it.

Evidence: source-only — reviewed on 2026-10-13 at 60bc0d5fee9a6e48db08fc016521fee3d9f57d67: routes, service, provider, and route tests.

Verification: not-run — select and read the preference as two company users; assert isolation, wrong-company/unreadable targets, pending/terminated agent rejection and agent-key denial. Verify replacement confirmation and fallback precedence in the UI; inspect the cleared state after permitted leave/termination.

Gaps: No agent mutation path for another person's preference. Live human/agent access is unverified; UI fixture callbacks do not establish persistence or task and Chat default resolution.

grok-bot

Review: baseline.

API: present — POST /api/companies/{companyId}/grok-invitations, operator-owned Grok invitations and agent-scoped /grok-binding setup, routine, verify, stop, recover and disconnect endpoints. Direct HTTPS /mcp/runner uses fixed named-agent OAuth. Grok tools expose durable assignment operations and task-bound upload/download grants.

Agent access: available — paperclip_grok_* through the dedicated agent grant. First-party Paperclip operations execute through the shared Rust Runner. The Bot retains its own apps; Paperclip workspace and third-party app tools are unavailable.

Policy: company/agent/client/resource/authorizer binding; current manage-agent permission for consent and subsequent calls; normal task ownership, controller lease, governance, pause, revocation and recorded budget checks. Execution and file transfers require current task-bound sessions. Secret credentials remain in encrypted secret storage and are redacted from HTTP logs.

Evidence: source-only — routes, shared authority, routine receipts and Runner broker. Temporary actual-client OAuth and an outbound routine wake are qualified separately; they do not prove this candidate’s acceptance.

Verification: not-run — deployed acceptance pending; focused protocol/authorization and actual Rust backend tests; run fresh/saved setup, assigned and proactive tasks, duplicate calls, stale sessions, restart, ambiguous delivery, stop and recovery through the real client on the serving managed candidate.

Gaps: deployed two-way work and unattended first-time onboarding remain unqualified; remote termination, provider transcript streaming and usage accounting are unavailable.