## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - A company accumulates real state — issues, labels, blockers, documents, work products, monitors, attachments, agents, routines — and people need to move that state between instances: self-hosted to cloud, cloud back to self-hosted, or plain backups > - The experimental, flag-gated Cloud Sync transport (#6548) tried to solve this host-to-host: the source pushed into a receiver over HTTPS with a cross-instance consent/token handshake, which required the destination to be publicly reachable and broke for common self-hosted topologies (plain-HTTP LAN/VPN origins); the receiver half never landed upstream at all > - Meanwhile the portability bundle and the existing export/import pages already move companies offline with none of those networking constraints — but silently dropped labels, blockers, issue documents, work products, monitors, and every attachment > - This pull request removes the host-to-host transport and makes Import/Export the single data-movement path: the pages become first-class company-settings destinations, exports declare exactly what they do not carry, and bundle schemaVersion 6 now carries all of the above, with attachments as content-addressed sha256 blobs verified before a single row is written > - The benefit is a migration and backup flow that works between any two instances with no reachability requirements, no cross-instance auth, and no silent data loss ## Linked Issues or Issue Description - Refs #6548 — the original Cloud Sync sender this PR supersedes and removes. - Related, not duplicates: #1697 (goals in the portability manifest — orthogonal field addition), #954 (an earlier import/export + skill-visibility proposal predating the current portability bundle). - No open issue describes this directly, so in brief (feature-request shape): **Problem** — moving a company between instances silently lost labels (imports with label references actually hard-failed), blocker relations, issue documents, work products, monitor state, and all attachments, and the alternative Cloud Sync transport required the destination to be publicly reachable over HTTPS plus a consent handshake, which failed for typical self-hosted setups. **Desired behavior** — one Import/Export flow in company settings that produces a portable bundle carrying all of that data, tells the operator up front what it cannot carry, imports with automations paused, and offers real one-click activation afterwards. ## What Changed - New export fidelity report (`GET /api/companies/:companyId/export/fidelity`) + an "Export fidelity" panel on the Export page listing anything a bundle will not include (now only: approvals, cost history, activity history) - Imports accept `pauseAutomations`; imported agents and routines land paused, the import result reports created routines, and the Import page ends in an activation panel that actually resumes selected agents/activates routines - Export and Import pages promoted into the company-settings nav; the Cloud Upstream wizard, ux-lab page, and API client removed; the old settings route redirects to Export - Host-to-host transport removed: upstream-sync/receiver-client routes and services, CLI `cloud connect`/`cloud push` + keypair store, the shared upstream transfer contract, and the `enableCloudSync` flag; migration `0196` drops the two experimental `cloud_upstream_*` sender tables - Bundle schemaVersion 6: labels (definitions + per-task names, remapped by name on import), blocker relations (`blockedBy` slugs, cycle-tolerant), issue documents (`tasks/<slug>/documents/<key>.md`), work products (system refs nulled), monitors (notes/scheduledBy restored, imported un-armed) - Attachments travel as content-addressed `blobs/<sha256>` entries (deduped; comment-scoped attachments re-link via comment index); every blob is hash-verified **before any write**, so a corrupted bundle cannot leave a partially imported company; both zip codecs now round-trip extensionless/binary entries byte-exactly; the Import page preflights the inline body limit and offers continue-without-attachments - v5 (and older) bundles still import, with an informational warning; bundles newer than v6 are rejected cleanly - Docs: board-operator import/export guide, CLI README, README/ROADMAP updated ## Verification - `pnpm -r` typechecks (shared, db incl. migration numbering/safety checks, server, ui, cli) and `pnpm check:token-gates` — clean - Vitest: full server + shared sweep 4,888 passed / 1 skipped, with the only 3 failures being pre-existing on `master` (2× heartbeat-workspace-branch-containment, 1× workspace-runtime auto-port; reproduced identically with this change stashed); ui + cli suites green; the embedded-Postgres export-fidelity suite applies the full migration chain including the new `0196` against a fresh database - Live end-to-end on a scratch instance: seeded a company with labels, a blocker pair, an issue document, a work product, a monitor, an agent, a routine, and two binary attachments (one comment-scoped) → export → import into a fresh company → labels remapped to new ids, blocker edge and document restored, monitor un-armed with notes intact, attachments byte-identical (sha256-compared through the API), agents/routines paused → activation panel resumed them; a v5-shaped bundle imported with only the info warning; flipping one byte in a blob made the import 422 with **zero** rows created - Reviewer repro: create a company with a labeled issue + attachment → Settings → Export → download → Settings → Import on another company/instance → watch the preview, apply with "start paused", then activate ## Risks - Migration `0196` drops `cloud_upstream_connections`/`cloud_upstream_runs` — experimental tables behind a default-off flag; their connection/run history is intentionally discarded - Breaking removals are all of experimental, flag-gated surface: `/api/upstream-sync/*` + `/api/cloud-upstreams/*` routes, `paperclipai cloud connect|push`, and the `enableCloudSync` flag (stale keys in stored instance settings parse harmlessly) - Import remains non-atomic on mid-apply errors generally (pre-existing behavior); the new blob verification specifically moved ahead of all writes so tampered bundles cannot create partial state - GitHub-sourced imports do not fetch `blobs/*` and skip attachments with a warning ## Model Used - Claude Fable 5 (`claude-fable-5`, Anthropic), via Claude Code CLI with extended thinking, tool use, and subagent orchestration; implementation and review split across Fable 5 subagents, with live end-to-end verification against a running instance ## 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 |
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README.md
Quickstart · Docs · GitHub · Discord · Twitter · Website
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 |
Claude Code |
Codex |
Cursor |
Bash |
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 AgentAny agent, any runtime, one org chart. If it can receive a heartbeat, it's hired. |
🎯 Goal AlignmentEvery task traces back to the company mission. Agents know what to do and why. |
💓 HeartbeatsAgents wake on a schedule, check work, and act. Delegation flows up and down the org chart. |
💰 Cost ControlMonthly budgets per agent. When they hit the limit, they stop. No runaway costs. |
🏢 Multi-CompanyOne deployment, many companies. Complete data isolation. One control plane for your portfolio. |
🎫 Ticket SystemEvery conversation traced. Every decision explained. Full tool-call tracing and immutable audit log. |
🛡️ GovernanceApprove hires, override strategy, pause or terminate any agent — at any time. |
📊 Org ChartHierarchies, roles, reporting lines. Your agents have a boss, a title, and a job description. |
📱 Mobile ReadyMonitor 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
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.
Importing & Exporting Companies
Export a company to a portable package and import it into any other instance — local or cloud — from a local path or GitHub:
paperclipai company export <company-id> --out ./my-export
paperclipai company import ./my-export --dry-run
paperclipai company import org/repo --target new
The board UI has matching Export and Import pages in company settings: the Export page shows a fidelity panel listing what the bundle will not carry, and the Import page starts imported agents and routines paused by default, with a post-import activation step. See the Importing & Exporting guide for details.
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
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.
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
- Discord — Join the community
- Twitter / X — Follow updates and announcements
- GitHub Issues — bugs and feature requests
- GitHub Discussions — ideas and RFC
License
MIT © 2026 Paperclip Labs, Inc
Star History
Open source under MIT. Built for people who want to get work done, not babysit agents.