The open-source app everyone uses to manage agents at work
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[codex] Include checkbox selections in continuation wakes (#8893)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Issue-thread interactions are the subsystem that lets board users
answer structured prompts and resume agent work
> - Checkbox confirmations capture a selected subset of known options,
then wake the assignee through continuation context
> - The wake context previously carried generic interaction metadata,
but not the accepted checkbox option ids or option labels
> - That meant the resumed agent could be woken after a checkbox
confirmation without seeing the board's selected options in the turn
context
> - This pull request carries accepted checkbox selections through the
interaction continuation wake snapshot and renders them into the adapter
wake prompt
> - The benefit is that agents can act on checkbox-confirmation
selections without refetching or guessing the user's choices

## Linked Issues or Issue Description

No public GitHub issue exists for this bug. Searched public issues and
PRs for checkbox confirmation / continuation selection duplicates and
found no matching issue or PR.

### Pre-submission checklist

- [x] I have searched existing open and closed issues and this is not a
duplicate.
- [x] I am on the latest released version of Paperclip or can reproduce
on `master`.
- [x] I have confirmed the error originates in Paperclip itself, not in
my agent adapter, API provider, or local configuration.

### What happened?

When a board user accepted a `request_checkbox_confirmation`
interaction, the assignee continuation wake included generic interaction
metadata but did not include the accepted checkbox selections. The
resumed agent turn therefore had no in-prompt access to the selected
option ids or option labels/descriptions.

### Expected behavior

When a `request_checkbox_confirmation` interaction is accepted, the
resumed agent wake should include the checkbox prompt, selected option
ids, and selected option labels/descriptions so the agent can act on the
selected subset directly.

### Steps to reproduce

1. Create an issue-thread `request_checkbox_confirmation` interaction
with multiple options and `continuationPolicy: "wake_assignee"`.
2. Accept the interaction with one or more selected options.
3. Inspect the continuation wake payload/prompt received by the
assignee.
4. Observe that the selected checkbox options are missing from the wake
context before this fix.

### Paperclip version or commit

Reproduced against the pre-fix code path on `master`; this PR head is
`9d17e70bce373e4850117f30c015c973c4b61789`.

### Deployment mode

Local dev (pnpm dev) / built from source.

### Installation method

Built from source (pnpm dev / pnpm build).

### Agent adapter(s) involved

Not adapter-specific (core bug). The Codex/local adapter path exposed
the missing wake context, but the missing field was in core interaction
continuation payload construction.

### Database mode

Embedded PGlite or external Postgres; the bug is not database-mode
specific.

### Access context

Both. Board users resolve the checkbox interaction, and agent bearer-key
wakes consume the continuation context.

### Node.js version

`v22.22.2`

### Operating system

Linux workspace.

### Relevant logs or output

No runtime exception is required to reproduce this. The failure mode is
missing `checkboxSelection` data in the resolved interaction
continuation wake payload.

### Relevant config

Not config-related.

### Additional context

Root cause: accepted checkbox interaction results were not extracted
into the continuation wake context, and adapter wake payload
normalization/rendering had no typed `checkboxSelection` field.

### Privacy checklist

- [x] I have reviewed all pasted output for PII (usernames, file paths,
API keys, tokens, company names) and redacted where necessary.

## What Changed

- Added checkbox selection extraction for accepted
`request_checkbox_confirmation` interactions and stored it in
interaction continuation wake context.
- Included checkbox selection context in heartbeat wake payload
construction.
- Added adapter-utils normalization and wake prompt rendering for
checkbox prompt, selected ids, and selected option details.
- Added regression coverage for route continuation context, heartbeat
payload summaries, and adapter wake prompt rendering.

## Verification

- `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts
server/src/__tests__/heartbeat-context-summary.test.ts
server/src/__tests__/issue-thread-interaction-routes.test.ts`
- `git diff --check origin/master...HEAD`
- `rg -n "checkbox|confirmation|interaction|wake|continuation"
ROADMAP.md`
- `gh pr list --state all --search "checkbox continuation selection
repo:paperclipai/paperclip" --json number,title,state,url,headRefName
--limit 20`
- `gh issue list --state all --search "checkbox confirmation options
repo:paperclipai/paperclip" --json number,title,state,url --limit 20`

## Risks

Low risk. The new payload field is additive, only populated for accepted
checkbox confirmations, and existing continuation fields are preserved.
The main compatibility risk is downstream code assuming an exact wake
payload shape; adapter normalization treats the new field as optional.

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

## Model Used

OpenAI Codex coding agent based on GPT-5, with shell/tool execution in
this workspace.

## 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>
2026-07-02 18:39:16 -05:00
.agents/skills docs: add fresh Greptile head gate to check-pr 2026-07-02 08:26:23 -07:00
.claude/skills
.github perf(ci): build standalone public packages concurrently (#8567) 2026-06-23 17:52:12 -07:00
cli build(deps): bump dotenv from 17.3.1 to 17.4.2 (#8737) 2026-06-30 10:04:01 -07:00
doc Fix sandbox bridge credentials and stalled review recovery (#8844) 2026-07-01 21:38:01 -07:00
docker [codex] Add built-in Hermes adapters (#8543) 2026-06-26 16:04:58 -05:00
docs [codex] Add built-in Hermes adapters (#8543) 2026-06-26 16:04:58 -05:00
evals
packages [codex] Include checkbox selections in continuation wakes (#8893) 2026-07-02 18:39:16 -05:00
patches
releases Add v2026.626.0 release changelog (#8677) 2026-06-26 22:11:59 -05:00
report
screenshots
scripts [codex] Add built-in Hermes adapters (#8543) 2026-06-26 16:04:58 -05:00
server [codex] Include checkbox selections in continuation wakes (#8893) 2026-07-02 18:39:16 -05:00
skills Fix sandbox bridge credentials and stalled review recovery (#8844) 2026-07-01 21:38:01 -07:00
tests Update company creation copy (#8653) 2026-06-26 12:01:02 -05:00
tools/agent-shim
ui [codex] remove Work Timeline page from navigation (#8882) 2026-07-02 14:52:09 -05:00
.dockerignore
.env.example
.gitignore
.mailmap
.npmrc
AGENTS.md [codex] Add built-in Hermes adapters (#8543) 2026-06-26 16:04:58 -05:00
CONTRIBUTING.md Add telemetry data contract docs (#8886) 2026-07-02 12:38:03 -07:00
Dockerfile [codex] Add built-in Hermes adapters (#8543) 2026-06-26 16:04:58 -05:00
LICENSE
README.md Add telemetry data contract docs (#8886) 2026-07-02 12:38:03 -07:00
ROADMAP.md Add Novita sandbox provider plugin (#7595) 2026-06-17 18:34:12 -07:00
SECURITY.md
adapter-plugin.md
package.json [codex] Add built-in Hermes adapters (#8543) 2026-06-26 16:04:58 -05:00
pnpm-lock.yaml build(deps): bump acpx from 0.6.1 to 0.11.2 (#8741) 2026-06-30 10:11:40 -07:00
pnpm-workspace.yaml
tsconfig.base.json
tsconfig.json [codex] Add built-in Hermes adapters (#8543) 2026-06-26 16:04:58 -05:00
vitest.config.ts

README.md

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

Quickstart · Docs · GitHub · Discord · Twitter · Website

MIT License Stars Discord



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

Open-source orchestration for teams of AI agents.

If OpenClaw is an employee, Paperclip is the company.

Paperclip is a Node.js server and React UI that orchestrates a team of AI agents to run a business. Bring your own agents, assign goals, and track work and costs from one dashboard.

It looks like a task manager. Under the hood: org charts, budgets, governance, goal alignment, and agent coordination.

Manage business goals, not pull requests.

Step Example
01 Define the goal "Build the #1 AI note-taking app to $1M MRR."
02 Hire the team CEO, CTO, engineers, designers, marketers — any bot, any provider.
03 Approve and run Review strategy. Set budgets. Hit go. Monitor from the dashboard.

Works
with
OpenClaw
OpenClaw
Claude
Claude Code
Codex
Codex
Cursor
Cursor
Bash
Bash
HTTP
HTTP

If it can receive a heartbeat, it's hired.


Paperclip is right for you if

  • You want to build autonomous AI companies
  • You coordinate many different agents (OpenClaw, Codex, Claude, Cursor) toward a common goal
  • You have 20 simultaneous Claude Code terminals open and lose track of what everyone is doing
  • You want agents running autonomously 24/7, but still want to audit work and chime in when needed
  • You want to monitor costs and enforce budgets
  • You want a process for managing agents that feels like using a task manager
  • You want to manage your autonomous businesses from your phone

Features

🔌 Bring Your Own Agent

Any agent, any runtime, one org chart. If it can receive a heartbeat, it's hired.

🎯 Goal Alignment

Every task traces back to the company mission. Agents know what to do and why.

💓 Heartbeats

Agents wake on a schedule, check work, and act. Delegation flows up and down the org chart.

💰 Cost Control

Monthly budgets per agent. When they hit the limit, they stop. No runaway costs.

🏢 Multi-Company

One deployment, many companies. Complete data isolation. One control plane for your portfolio.

🎫 Ticket System

Every conversation traced. Every decision explained. Full tool-call tracing and immutable audit log.

🛡️ Governance

Approve hires, override strategy, pause or terminate any agent — at any time.

📊 Org Chart

Hierarchies, roles, reporting lines. Your agents have a boss, a title, and a job description.

📱 Mobile Ready

Monitor and manage your autonomous businesses from anywhere.

Problems Paperclip solves

Without Paperclip With Paperclip
You have 20 Claude Code tabs open and can't track which one does what. On reboot you lose everything. Tasks are ticket-based, conversations are threaded, sessions persist across reboots.
You manually gather context from several places to remind your bot what you're actually doing. Context flows from the task up through the project and company goals — your agent always knows what to do and why.
Folders of agent configs are disorganized and you're re-inventing task management, communication, and coordination between agents. Paperclip gives you org charts, ticketing, delegation, and governance out of the box — so you run a company, not a pile of scripts.
Runaway loops waste hundreds of dollars of tokens and max your quota before you even know what happened. Cost tracking surfaces token budgets and throttles agents when they're out. Management prioritizes with budgets.
You have recurring jobs (customer support, social, reports) and have to remember to manually kick them off. Heartbeats handle regular work on a schedule. Management supervises.
You have an idea, you have to find your repo, fire up Claude Code, keep a tab open, and babysit it. Add a task in Paperclip. Your coding agent works on it until it's done. Management reviews their work.

Why Paperclip is special

Paperclip handles the hard orchestration details correctly.

Atomic execution. Task checkout and budget enforcement are atomic, so no double-work and no runaway spend.
Persistent agent state. Agents resume the same task context across heartbeats instead of restarting from scratch.
Runtime skill injection. Agents can learn Paperclip workflows and project context at runtime, without retraining.
Governance with rollback. Approval gates are enforced, config changes are revisioned, and bad changes can be rolled back safely.
Goal-aware execution. Tasks carry full goal ancestry so agents consistently see the "why," not just a title.
Portable company templates. Export/import orgs, agents, and skills with secret scrubbing and collision handling.
True multi-company isolation. Every entity is company-scoped, so one deployment can run many companies with separate data and audit trails.

What's Under the Hood

Paperclip is a full control plane, not a wrapper. Before you build any of this yourself, know that it already exists:

┌──────────────────────────────────────────────────────────────┐
│                       PAPERCLIP SERVER                       │
│                                                              │
│  ┌───────────┐  ┌───────────┐  ┌───────────┐  ┌───────────┐  │
│  │Identity & │  │  Work &   │  │ Heartbeat │  │Governance │  │
│  │  Access   │  │   Tasks   │  │ Execution │  │& Approvals│  │
│  └───────────┘  └───────────┘  └───────────┘  └───────────┘  │
│                                                              │
│  ┌───────────┐  ┌───────────┐  ┌───────────┐  ┌───────────┐  │
│  │ Org Chart │  │Workspaces │  │  Plugins  │  │  Budget   │  │
│  │ & Agents  │  │ & Runtime │  │           │  │ & Costs   │  │
│  └───────────┘  └───────────┘  └───────────┘  └───────────┘  │
│                                                              │
│  ┌───────────┐  ┌───────────┐  ┌───────────┐  ┌───────────┐  │
│  │ Routines  │  │ Secrets & │  │ Activity  │  │  Company  │  │
│  │& Schedules│  │  Storage  │  │ & Events  │  │Portability│  │
│  └───────────┘  └───────────┘  └───────────┘  └───────────┘  │
└──────────────────────────────────────────────────────────────┘
         ▲              ▲              ▲              ▲
   ┌─────┴─────┐  ┌─────┴─────┐  ┌─────┴─────┐  ┌─────┴─────┐
   │  Claude   │  │   Codex   │  │   CLI     │  │ HTTP/web  │
   │   Code    │  │           │  │  agents   │  │   bots    │
   └───────────┘  └───────────┘  └───────────┘  └───────────┘

The Systems

Identity & Access — Two deployment modes (trusted local or authenticated), board users, agent API keys, short-lived run JWTs, company memberships, invite flows, and OpenClaw onboarding. Every mutating request is traced to an actor.

Org Chart & Agents — Agents have roles, titles, reporting lines, permissions, and budgets. Adapter examples match the diagram: Claude Code, Codex, CLI agents such as Cursor/Gemini/bash, HTTP/webhook bots such as OpenClaw, and external adapter plugins. If it can receive a heartbeat, it's hired.

Work & Task System — Issues carry company/project/goal/parent links, atomic checkout with execution locks, first-class blocker dependencies, comments, documents, attachments, work products, labels, and inbox state. No double-work, no lost context.

Heartbeat Execution — DB-backed wakeup queue with coalescing, budget checks, workspace resolution, secret injection, skill loading, and adapter invocation. Runs produce structured logs, cost events, session state, and audit trails. Recovery handles orphaned runs automatically.

Workspaces & Runtime — Project workspaces, isolated execution workspaces (git worktrees, operator branches), and runtime services (dev servers, preview URLs). Agents work in the right directory with the right context every time.

Governance & Approvals — Board approval workflows, execution policies with review/approval stages, decision tracking, budget hard-stops, agent pause/resume/terminate, and full audit logging. Nothing ships without your sign-off.

Budget & Cost Control — Token and cost tracking by company, agent, project, goal, issue, provider, and model. Scoped budget policies with warning thresholds and hard stops. Overspend pauses agents and cancels queued work automatically.

Routines & Schedules — Recurring tasks with cron, webhook, and API triggers. Concurrency and catch-up policies. Each routine execution creates a tracked issue and wakes the assigned agent — no manual kick-offs needed.

Plugins — Instance-wide plugin system with out-of-process workers, capability-gated host services, job scheduling, tool exposure, and UI contributions. Extend Paperclip without forking it.

Secrets & Storage — Instance and company secrets, encrypted local storage, provider-backed object storage, attachments, and work products. Sensitive values stay out of prompts unless a scoped run explicitly needs them.

Activity & Events — Mutating actions, heartbeat state changes, cost events, approvals, comments, and work products are recorded as durable activity so operators can audit what happened and why.

Company Portability — Export and import entire organizations — agents, skills, projects, routines, and issues — with secret scrubbing and collision handling. One deployment, many companies, complete data isolation.


What Paperclip is not

Not a chatbot. Agents have jobs, not chat windows.
Not an agent framework. We don't tell you how to build agents. We tell you how to run a company made of them.
Not a workflow builder. No drag-and-drop pipelines. Paperclip models companies — with org charts, goals, budgets, and governance.
Not a prompt manager. Agents bring their own prompts, models, and runtimes. Paperclip manages the organization they work in.
Not a single-agent tool. This is for teams. If you have one agent, you probably don't need Paperclip. If you have twenty — you definitely do.
Not a code review tool. Paperclip orchestrates work, not pull requests. Bring your own review process.

Quickstart

Open source. Self-hosted. No Paperclip account required.

npx paperclipai onboard --yes

Troubleshooting: private npm registry .npmrc

If this fails with an E404 for paperclipai (or similar) and you use a private npm registry (for example GitHub Packages) via a global ~/.npmrc, npx may be resolving paperclipai against that private registry instead of the public npm registry.

Diagnostic:

npm config get registry

Workaround (cross-platform; force the public npm registry for this command):

npx --registry https://registry.npmjs.org paperclipai onboard --yes

That quickstart path now defaults to trusted local loopback mode for the fastest first run. To start in authenticated/private mode instead, choose a bind preset explicitly:

npx paperclipai onboard --yes --bind lan
# or:
npx paperclipai onboard --yes --bind tailnet

If you already have Paperclip configured, rerunning onboard keeps the existing config in place. Use paperclipai configure to edit settings.

Or manually:

git clone https://github.com/paperclipai/paperclip.git
cd paperclip
pnpm install
pnpm dev

This starts the API server at http://localhost:3100. An embedded PostgreSQL database is created automatically — no setup required.

Requirements: Node.js 20+, pnpm 9.15+


FAQ

What does a typical setup look like? Locally, a single Node.js process manages an embedded Postgres and local file storage. For production, point it at your own Postgres and deploy however you like. Configure projects, agents, and goals — the agents take care of the rest.

If you're a solo entrepreneur you can use Tailscale to access Paperclip on the go. Then later you can deploy to e.g. Vercel when you need it.

Can I run multiple companies? Yes. A single deployment can run an unlimited number of companies with complete data isolation.

How is Paperclip different from agents like OpenClaw or Claude Code? Paperclip uses those agents. It orchestrates them into a company — with org charts, budgets, goals, governance, and accountability.

Why should I use Paperclip instead of just pointing my OpenClaw to Asana or Trello? Agent orchestration has subtleties in how you coordinate who has work checked out, how to maintain sessions, monitoring costs, establishing governance - Paperclip does this for you.

(Bring-your-own-ticket-system is on the Roadmap)

Do agents run continuously? By default, agents run on scheduled heartbeats and event-based triggers (task assignment, @-mentions). You can also hook in continuous agents like OpenClaw. You bring your agent and Paperclip coordinates.


Development

pnpm dev              # Full dev (API + UI, watch mode)
pnpm dev:once         # Full dev without file watching
pnpm dev:server       # Server only
pnpm build            # Build all
pnpm typecheck        # Type checking
pnpm test             # Cheap default test run (Vitest only)
pnpm test:watch       # Vitest watch mode
pnpm test:e2e         # Playwright browser suite
pnpm db:generate      # Generate DB migration
pnpm db:migrate       # Apply migrations

pnpm test does not run Playwright. Browser suites stay separate and are typically run only when working on those flows or in CI.

See doc/DEVELOPING.md for the full development guide.


Roadmap

  • Plugin system (e.g. add a knowledge base, custom tracing, queues, etc)
  • Get OpenClaw / claw-style agent employees
  • companies.sh - import and export entire organizations
  • Easy AGENTS.md configurations
  • Skills Manager
  • Scheduled Routines
  • Better Budgeting
  • Agent Reviews and Approvals
  • Multiple Human Users
  • Cloud / Sandbox agents (e.g. Cursor / e2b / Novita agents)
  • Artifacts & Work Products
  • Memory / Knowledge
  • Enforced Outcomes
  • MAXIMIZER MODE
  • Deep Planning
  • Work Queues
  • Self-Organization
  • Automatic Organizational Learning
  • CEO Chat
  • Cloud deployments
  • Desktop App

This is the short roadmap preview. See the full roadmap in ROADMAP.md.


Community & Plugins

Find Plugins and more at awesome-paperclip

Observability

Paperclip ships with opt-in OpenTelemetry auto-instrumentation for the server (traces only). It activates when OTEL_EXPORTER_OTLP_ENDPOINT is set and supports grpc, http/protobuf, and http/json via the standard OTEL_EXPORTER_OTLP_PROTOCOL env var. The @opentelemetry/* packages are optional peer dependencies — install them only if you want tracing. See doc/observability.md for install commands and the full env-var reference.

Telemetry

Paperclip collects anonymous usage telemetry to help us understand how the product is used and improve it. No personal information, issue content, prompts, file paths, or secrets are ever collected. Private repository references are hashed with a per-install salt before being sent.

Contributors changing emitted telemetry events should follow the Telemetry Data Contract.

Telemetry is enabled by default and can be disabled with any of the following:

Method How
Environment variable PAPERCLIP_TELEMETRY_DISABLED=1
Standard convention DO_NOT_TRACK=1
CI environments Automatically disabled when CI=true
Config file Set telemetry.enabled: false in your Paperclip config

Contributing

We welcome contributions. See the contributing guide for details.


Community


License

MIT © 2026 Paperclip Labs, Inc

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Open source under MIT. Built for people who want to get work done, not babysit agents.