## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People also ask agents for work in their existing chat tools. > - Each external conversation needs one task and a current authorized source. > - Retries, Stop, and provider failures must not duplicate work or expose private data. > - The first chat PR establishes the opt-in provider and data contracts. > - This PR adds experimental channel integration and its durable control plane. > - Users can request work from connected channels and inspect delivery in Paperclip. ## Linked Issues or Issue Description Refs #13100 and #13092. This is the second of exactly two chat PRs. Foundation #13100 is merged and changed 143 files. Runner prerequisite #13092 is also merged. This PR changes 400 files against master, below the 500-file review limit. It contains no wireframe images or HTML galleries. ## What Changed - Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat connections. Keep chat disabled unless the operator enables experimental chat connectors. Preserve the production GitHub tool connection and its normal setup path. - Bind each provider bot identity to one immutable Paperclip agent. Bind each admitted external conversation to one task. Paperclip owns tasks, runs, permissions, and audit records. - Add durable admission, per-conversation queues, questions, task controls, progress, final replies, images, files, and delivery receipts. Board comments remain internal unless explicitly sent to the channel. - Check current identity, provider reach, resource access, credentials, runtime generation, and exact source before provider effects. Keep private responses private. Never send raw reasoning, private logs, credentials, or tool arguments. - Hold uncertain sends for explicit audited resolution. Make Board Send-to-channel atomic and idempotent. Keep reconnect and setup credentials in Paperclip secret storage. - Preserve current native-runner authority across retries, lost acknowledgements, and recovery. Keep immutable input and completion contracts separate from newer user input. Receipt reconciliation cannot launch a provider. - Reconcile chat close/new ordering and provider-effect lock order. Audit resource access changes in the same transaction. Submit only the selected resource from each UI toggle so stale pages cannot undo unrelated access changes. - Drain Codex stdout before certifying process exit. Bound the drain with the existing shutdown grace. Preserve observed terminal authority without treating an undrained process as successful or reusable. - Incorporate master `018ca5da` with its ACP Stop, mobile task layout, runner packaging, and official lock changes. Preserve dedicated chat-answer continuations in both directions when ordinary queued comments are adopted after Stop. - Fence late adapter readiness behind an earlier Stop for the same run. Preserve verified cleanup for registered adapters. Handle single Stop, agent pause, duplicate Stops, and failure release without creating a false cancellation receipt. - Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact failed-chat retry authorization and lineage, retired question-source suppression, and the block on generic recovery that would discard the admitted source. Fresh deferred input retains its separate promotion path. - Incorporate master `2a05b5ed3` and its queue-admission extraction, simplified transaction ports, and separate runner CI job. Preserve exact durable receipts, actor separation, and dedicated-answer isolation through the new module. A failed receipt insert rolls back the accompanying deferred-wake merge. ## Verification Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are resolved. This successor fixes two test-harness boundaries exposed by CI: per-case route-module preparation and actual durable-save completion before intentional runner termination. Production code and all existing test/turn deadlines are unchanged. [Exact-head Greptile review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594) is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable findings or open review threads. [Fresh exact-head CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341) passes **all 24 jobs**, including Build and both required aggregates. Normal exact-head guarded merge was attempted and rejected by the remaining branch approval policy: CODEOWNER review is required and no human approval is present. Normal **squash auto-merge is enabled** as of September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified; no approval bypass or self-approval was used. Earlier-head results below remain historical evidence, not qualification of this successor. - Final exact-head Linux evidence: 995/995 chat integration cases; 36/36 agent-skills routes; 35/35 runner live-session cases, including real process kill/resume; 1948 runner Vitest cases with three existing benchmark/platform guards; 870/870 API-authority cases; and 104 browser cases with four existing optional skips. Rust, conformance/replay, full repository build, typecheck, canary, all server/workspace shards, and both required aggregates pass with normal CI concurrency. Earlier failed attempts remain recorded below. - Latest test-only qualification: 141/141 route/permissions/authentication cases pass in separate cold forks, with plain server types and independent review clear. The real-runner suite passes 35/35, with plain runner types and independent review clear. A controlled premature-save acknowledgement fails as expected; matching ownership/effect/process evidence, rejected saves, real turn outcome, test abort, and pre-kill liveness are covered. No local reproduction of the original CI scheduling failure is claimed. The preceding [CI run](https://github.com/paperclipai/paperclip/actions/runs/34479680858) passes 21/24 jobs, including all 995 Linux chat cases and browser aggregate (104 passed, four existing optional skips); only Build, the skills serialized shard, and the required verification aggregate fail. Its exact-head Greptile review was 5/5. Both failed job logs are retained. - Final fixture qualification: all eight focused Discord cases and all 995 chat integration cases pass. The exact modal statement/PID is observed before taking the real connection lock; the test then proves its actual blocking relationship before mutation. Original SQL execution, provider behavior, negative assertions, and 1s/15s timeouts remain unchanged. Independent review is clear and test/production hashes remain frozen. The preceding [CI attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777) passed 22 jobs, including Build/runner, typecheck, canary, all other test shards, and browser aggregate (104 passed, four existing optional skips); the two fixture failures and failed verification aggregate remain recorded, not relabeled as a pass. - Current queue-module composition: 308/308 recovery/batching/queue/Stop tests; 995/995 full chat integration; 89/89 module tests, including real PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary tests; plain server and UI types. All four actual local process/ACP browser paths pass in 1.4 minutes. Fresh databases, no skips or retries, stable reviewed source hashes. The initial boundary failure is retained; its no-op service wrapper was removed without changing recovery context or weakening the check. An exploratory standalone test-directory typecheck fails because its new upstream transformation config is not a standalone typechecking project; standard CI/build does not invoke it, and no configuration was weakened to suppress those diagnostics. - The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed [all 24 CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958) and exact-head Greptile review at 5/5. Required CODEOWNER review prevented its normal merge before master advanced again. - Final extracted-module composition: 307/307 recovery, batching, queue and Stop-control tests; 995/995 full chat integration; 49/49 module tests including eight PostgreSQL adapter cases; and 19/19 issue-update tests. Plain server types pass. All four actual local process/ACP browser paths pass in 1.3 minutes. Fresh databases, no skips or retries in these cohorts, frozen source hashes, and independent review clear. - The preceding head `3e4e1c1c` passes [all PR CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820), including Build and required `ci / verify` and `ci / e2e`. Both the original Rust failure and the previously load-sensitive lineage fixture pass with unchanged Linux concurrency. Master advanced afterward and required this reconciliation. - Final master composition: 448/448 focused UI tests, 186/186 adapter tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI, server, shared, and adapter types pass. Token gates and diff checks pass. Independent server and UI reviews are clear. - Stop-registration regression: both real-service cases fail against exact `a95` source and pass with the fix. The full corrected recovery/control suite passes 265/265. Duplicate-owner and failed-Stop controls also pass. Plain server types pass. The readiness barrier prevents provider startup without adding an acknowledgment to an already terminal run. - Final qualification strengthens terminal-field equality and repeats both affected cases successfully on a fresh database. All four actual local process/ACP browser paths pass again in 1.3 minutes, without skips or retries. The final screenshot shows Cancelled, a paused subtree, retained input, and no error toast. - Two new actual-service regressions fail before the merge fix. They prove that queued-comment adoption could consume a dedicated chat answer or add unrelated input to that answer. The fixed four-case cohort passes, including ordinary upstream continuation and adapter Stop controls. Full recovery passes 257/257. All four actual local process/ACP Stop browser flows pass in 1.4 minutes, without skips or retries, on a fresh database. - The unchanged runner artifact was qualified with 171/171 transport tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11. Six controlled reader tests prove the exit/drain repair. Its local serial Rust workspace passed 546 top-level cases plus two invoked helpers; the later passing Linux CI supplies default-concurrency evidence. - Prior exact-source full chat integration passes 995/995. Settings regressions cover concurrent stale pages, 501 destinations, pending state, rejected updates, and explicit retry. These deterministic tests do not prove live provider behavior. - Retained failed attempts and their causes are in the [qualification log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md). The first merge adapter run timed out while macOS slept for 290 seconds. Its unchanged repeat passed with a temporary sleep guard. No assertion, deadline, or CI gate was weakened. Review commands include `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-process-recovery.test.ts src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh disposable databases. See the [browser runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md) for provider setup and separate live acceptance steps. ## Risks - This remains experimental. Deterministic tests and bounded live evidence do not establish every provider feature, tenant, permission layout, or media shape. Teams work-tenant qualification is still open. - Failed and uncertain provider effects remain visible and can require operator action. A transport receipt does not prove recipient visibility. - Native controller and runner artifacts must remain compatible. Preserve lease ownership, terminal authority, source binding, and quarantine during future changes. - Access and audit rows commit together, but activity notifications remain best-effort. This is not a new durable event outbox. - The PR operation does not deploy a live server, replace its runner, or change provider permissions. Remaining live qualification is documented in the [temporary handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md). ## Model Used OpenAI Codex assisted with implementation, tool execution, testing, and review. The work records `gpt-6-astra` assistance. The environment does not report a context-window size. No private reasoning traces are included. ## 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>
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title, summary
| title | summary |
|---|---|
| Environment Variables | Full environment variable reference |
All environment variables that Paperclip uses for server configuration.
Server Configuration
| Variable | Default | Description |
|---|---|---|
PORT |
3100 |
Server port |
PAPERCLIP_BIND |
loopback |
Reachability preset: loopback, lan, tailnet, or custom |
PAPERCLIP_BIND_HOST |
(unset) | Required when PAPERCLIP_BIND=custom |
HOST |
127.0.0.1 |
Legacy host override; prefer PAPERCLIP_BIND for new setups |
DATABASE_URL |
(embedded) | PostgreSQL connection string |
PAPERCLIP_HOME |
~/.paperclip |
Base directory for all Paperclip data |
PAPERCLIP_INSTANCE_ID |
default |
Instance identifier (for multiple local instances) |
PAPERCLIP_DEPLOYMENT_MODE |
local_trusted |
Runtime mode override |
PAPERCLIP_DEPLOYMENT_EXPOSURE |
private |
Exposure policy when deployment mode is authenticated |
PAPERCLIP_API_URL |
(auto-derived) | Paperclip API base URL. When set externally (e.g., via Kubernetes ConfigMap, load balancer, or reverse proxy), the server preserves the value instead of deriving it from the listen host and port. Useful for deployments where the public-facing URL differs from the local bind address. |
PAPERCLIP_CHAT_WEBHOOK_PUBLIC_URL |
(board public origin) | Optional HTTPS origin for native chat provider webhooks when ingress and the board use different hosts. Must have no credentials, path, query, or fragment; invalid configuration refuses startup. Used only for provider callback URLs, not board links, authentication, trusted hosts, or identity confirmation. |
PAPERCLIP_RUNNER_PUBLIC_URL |
(unset) | Explicit wss:// base URL used only when a remote paperclip_runner target dials Paperclip directly. Paperclip appends /api/runner/v1/connect/<runId>; the reverse proxy must forward WebSocket upgrades for that route. This value is never inferred from request headers. Daytona ignores it and uses provider ingress. |
PAPERCLIP_RUNNER_CA_BUNDLE_PATH |
(unset) | Optional PEM CA bundle for direct runner WSS. Platform roots remain enabled. There is no insecure TLS bypass. |
PAPERCLIP_RUNNER_REMOTE_BINARY_PATH |
(host build) | Host-local path to a paperclip-runnerd artifact built for the remote target OS and architecture. Required when Paperclip and the remote sandbox do not share a compatible platform; build metadata and the required transport mode are verified before launch. |
PAPERCLIP_RUNNER_REMOTE_CODEX_PATH |
(unset) | Optional host-local path to a Codex executable built for the remote target OS and architecture. For remote Codex-backed runners, Paperclip stages and verifies this executable beside paperclip-runnerd. |
PAPERCLIP_RUNNER_REMOTE_CODEX_NPM_SPEC |
(unset) | Optional pinned npm package spec (for example, @openai/codex@0.153.4) installed inside each fresh remote lease when its Codex harness is not baked into the sandbox image. Mutually exclusive with PAPERCLIP_RUNNER_REMOTE_CODEX_PATH; Paperclip verifies the installed executable before starting runnerd. |
PAPERCLIP_RUNNER_REMOTE_PROVIDER_PACK_PATH |
(unset) | Host-local path to the immutable provider pack built by pnpm --filter @paperclipai/paperclip-runner build:provider-pack. The pack includes its target-built Node 24.11 runtime, locked production dependencies, OpenCode proxy/executable, and ACPX sidecar. Remote OpenCode and ACPX fail closed without it. A preinstalled pack is accepted only when its complete digested manifest matches this build-owned pack; otherwise Paperclip stages this pack into the sandbox. |
PAPERCLIP_HIDDEN_SETTINGS |
(unset) | Comma-separated settings surfaces to hide from the UI and floor at the API, for operators hosting Paperclip for others (managed cloud, internal shared server). See Hiding settings surfaces. |
PAPERCLIP_SETTING_DEFAULTS |
(unset) | JSON object replacing the schema default of selected instance settings, for hosting operators. See Operator setting defaults. |
Daytona connectivity for paperclip_runner uses authenticated provider
WebSocket ingress and follows the instance experimental setting
enableNativeRunner (default false). There is no separate ingress opt-in.
Disabling Paperclip Runner blocks fresh native starts while persisted native
runs retain their recovery path. The deprecated enableRunnerPreviewIngress
key remains accepted in stored and managed configuration for version-skew
compatibility, but it has no runtime effect. The setting has no effect on
legacy adapters or callback bridges.
Webhook-only chat ingress
Keep PAPERCLIP_PUBLIC_URL (or the explicit authentication public URL) pointed
at the actual board. If the board is private, set
PAPERCLIP_CHAT_WEBHOOK_PUBLIC_URL=https://chat-ingress.example.com and forward
only POST /api/chat-webhooks/* from that host. Provider signatures still gate
ingress; this variable does not expose routes or grant provider access.
Never forward the private local_trusted board through a public tunnel.
Task links in external messages require an externally safe HTTPS board URL. Local/private board URLs are omitted with instructions to open the task in Paperclip; the public webhook host is never substituted for the board. Identity confirmation stays on the board and requires the user to be able to reach it.
Preinstalled remote runner images
Remote sandbox images may preinstall paperclip-runnerd, codex, and the
provider pack at /opt/paperclip-runner/provider-pack instead of
paying the upload and npm-install cost on every fresh lease. Put both executable
names on the sandbox user's PATH; $HOME/.local/bin is checked explicitly
before PATH. Paperclip verifies runner build metadata, the selected PRP
transport capability, Codex startup, the provider-pack digest, exact harness
pins, Node compatibility, and packaged bridge digests before linking artifacts
into the run-specific runtime directory. A missing or incompatible executable falls back
to PAPERCLIP_RUNNER_REMOTE_BINARY_PATH and
PAPERCLIP_RUNNER_REMOTE_CODEX_NPM_SPEC (or
PAPERCLIP_RUNNER_REMOTE_CODEX_PATH) without changing the selected transport.
OpenCode and ACPX instead fall back only to
PAPERCLIP_RUNNER_REMOTE_PROVIDER_PACK_PATH; they never start a provider
process on the Paperclip host for a remote target.
The Daytona environment editor's Configure image action can create this
image without a separate container registry: install the executables in its
setup sandbox, finish setup, and Paperclip captures and promotes the resulting
Daytona snapshot for future leases.
Hiding settings surfaces
PAPERCLIP_HIDDEN_SETTINGS takes keys from the registry in
packages/shared/src/settings-visibility.ts:
- Any instance settings page:
instance.profile,instance.environments,instance.access,instance.experimental,instance.plugins,instance.adapters— removed from navigation and routing (the General page is the settings root and stays visible). Hidinginstance.access,instance.plugins, orinstance.adaptersalso floors their management endpoints with403 settings_operator_managed; hidinginstance.experimentalfloors every experimental toggle write. - Any Instance → General section:
instance.general.censorUsernameInLogs,instance.general.keyboardShortcuts,instance.general.backupRetention,instance.general.feedbackDataSharingPreference(each also rejects value-changing writes viaPATCH /api/instance/settings/general), plus the UI-onlyinstance.general.deploymentStatusandinstance.general.signOut. - Any experimental toggle:
instance.experimental.<flagKey>(e.g.instance.experimental.enableSmokeLab) — the card disappears and value-changing writes are rejected. - Any top-level company settings page:
company.members,company.invites,company.secrets,company.export,company.import— removed from the settings sidebar, tab bar, and routing (the company General page is the settings root and stays visible). These are UI-visibility keys: the membership, invite, secret, and export APIs stay live for agents and integrations.company.importis the exception — hiding it also floors every company-import route with403 settings_operator_managed. On cloud-managed instances import is floored unconditionally with403 cloud_managed, independent of this variable. - A single tab of the Secrets page:
company.secrets.vaults(Provider vaults) andcompany.secrets.proposals(Proposals) — the tab disappears while the rest of the page stays up. UI-visibility only; the secret provider-config and proposal APIs stay live for agents and integrations.
Unknown keys are logged and ignored, so one list can be rolled across a fleet
of mixed app versions, and retired keys (like instance.heartbeats, whose
page was removed) can stay in an operator list without breaking older or
newer releases. With the variable unset nothing is hidden and behavior
is identical to earlier releases. Hiding a toggle does not change its value;
pair hiding with the desired default where it matters (for general settings,
see Operator setting defaults).
Operator setting defaults
PAPERCLIP_SETTING_DEFAULTS takes a JSON object whose fields come from the
registry in packages/shared/src/setting-defaults.ts (currently
feedbackDataSharingPreference). The operator value substitutes for the
schema default at read time: any field whose effective value is still the
schema default resolves to the operator value, while an explicit non-default
user choice always wins. The overlay is never persisted, so unsetting the
variable restores stock behavior wherever a user has not chosen otherwise.
A client that writes back the full settings object it read does not persist
the operator value either: writing the operator value over a still-unchosen
field is treated as an echo of the overlay and the field stays unchosen.
Example: PAPERCLIP_SETTING_DEFAULTS='{"feedbackDataSharingPreference":"allowed"}'
defaults AI feedback sharing to allowed; pairing it with
instance.general.feedbackDataSharingPreference in PAPERCLIP_HIDDEN_SETTINGS
also hides the control and floors value-changing writes.
Unknown field names are logged and ignored (mixed-version fleet safe). Malformed JSON or an invalid value for a known field refuses startup — policy configuration fails closed.
Secrets
| Variable | Default | Description |
|---|---|---|
PAPERCLIP_SECRETS_MASTER_KEY |
(from file) | 32-byte encryption key (base64/hex/raw) |
PAPERCLIP_SECRETS_MASTER_KEY_FILE |
~/.paperclip/.../secrets/master.key |
Path to key file |
PAPERCLIP_SECRETS_STRICT_MODE |
false |
Require secret refs for sensitive env vars |
Agent Runtime (Injected into agent processes)
These are set automatically by the server when invoking agents:
| Variable | Description |
|---|---|
PAPERCLIP_AGENT_ID |
Agent's unique ID |
PAPERCLIP_COMPANY_ID |
Company ID |
PAPERCLIP_API_URL |
Paperclip API base URL (inherits the server-level value; see Server Configuration above) |
PAPERCLIP_API_KEY |
Short-lived JWT for API auth |
PAPERCLIP_RUN_ID |
Current heartbeat run ID |
PAPERCLIP_TASK_ID |
Issue that triggered this wake |
PAPERCLIP_WAKE_REASON |
Wake trigger reason |
PAPERCLIP_WAKE_COMMENT_ID |
Comment that triggered this wake |
PAPERCLIP_APPROVAL_ID |
Resolved approval ID |
PAPERCLIP_APPROVAL_STATUS |
Approval decision |
PAPERCLIP_LINKED_ISSUE_IDS |
Comma-separated linked issue IDs |
LLM Provider Keys (for adapters)
| Variable | Description |
|---|---|
ANTHROPIC_API_KEY |
Anthropic API key (for Claude Code adapter) |
OPENAI_API_KEY |
OpenAI API key (for Codex adapter) |