## Thinking Path > - Paperclip is the open source control plane people use to manage AI agents and the work they do. > - This change lives in the board UI, specifically the instance environments settings page where operators define reusable execution targets. > - That page currently rendered the create/edit environment form inline near the bottom of the screen. > - Because the form appeared away from the action that triggered it, it was easy to miss and felt inconsistent with the rest of the UI. > - This pull request moves environment creation and editing into a proper centered dialog with the existing form behavior preserved. > - The benefit is a more obvious, consistent, and easier-to-complete settings flow for environment management. ## Linked Issues or Issue Description No public GitHub issue matched this exact UI problem when I searched related issues and PRs. ### 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 issue originates in Paperclip itself, not adapter or local configuration. ### What happened? On `Settings -> Instance settings -> Environments`, clicking create or edit revealed the environment form inline near the bottom of the page. Because the form appeared away from the action that triggered it, it was easy to miss. ### Expected behavior Create and edit should open a centered modal dialog with a dimmed backdrop and the same form controls. ### Steps to reproduce 1. Open `Settings -> Instance settings -> Environments`. 2. Click the create or edit action for an environment. 3. Observe that the form expands inline on the page instead of opening in a modal. ### Paperclip version or commit Observed on current `master` before this PR, for example [`e93d78b46`](https://github.com/paperclipai/paperclip/commit/e93d78b46). ### Deployment mode Local dev (`pnpm dev`). ### Installation method Built from source (`pnpm dev` / `pnpm build`). ### Agent adapter(s) involved - [x] Not adapter-specific (core bug) ### Database mode Embedded PGlite (default, `DATABASE_URL` unset). ### Access context Board (human operator). ### Node.js version Node.js 25.6.1 in the local contributor environment. ### Operating system macOS local development environment. ### Relevant logs or output None. This was a visible UI behavior issue rather than a logged server/runtime error. ### Relevant config (if applicable) Not config-related. ### Additional context Related PR/search context checked before opening this fix. UI preview screenshots are attached below. ### Privacy checklist - [x] I have reviewed all pasted output for PII and redacted where necessary. ## What Changed - Moved the environment create/edit form in `ui/src/pages/CompanyEnvironments.tsx` into a shared dialog. - Added an explicit `Add environment` action near the saved environments list and wired row edit actions to open the same dialog in prefilled mode. - Preserved existing save/test behavior while resetting dialog-local mutation state when the modal opens or closes. - Extended `ui/src/pages/CompanyEnvironments.test.tsx` to cover add-open/cancel and edit-open/save dialog flows. - Updated `ui/src/pages/CompanySettings.test.tsx` so the existing environments coverage opens and inspects the dialog through the Radix portal. ## Verification - `node node_modules/vitest/vitest.mjs run ui/src/pages/CompanyEnvironments.test.tsx` - `node node_modules/vitest/vitest.mjs run ui/src/pages/CompanySettings.test.tsx` - Manual review: - Open `Settings -> Instance settings -> Environments` - Click `Add environment` and confirm the form opens in a centered dialog - Click `Edit` on an existing environment and confirm the dialog opens with existing values - Confirm `Cancel`, `Test`, and save actions still behave as expected - Before/after screenshots: - [Cancel environment creation/edit](https://artifacts.cutter.sh/8391/run-1175b5c-2026-06-20T18-47-11/preview/clip-01.mp4) - [Add a new environment](https://artifacts.cutter.sh/8391/run-1175b5c-2026-06-20T18-47-11/preview/change-02.png) - [Save an environment](https://artifacts.cutter.sh/8391/run-1175b5c-2026-06-20T18-47-11/preview/change-03.png) ## Risks - Low risk overall because the change is contained to the environments page and keeps the existing form fields and mutations. - The main behavior change is modal layout, so the biggest risk is regressions in tall-form scrolling or smaller-screen dialog ergonomics. > I checked [`ROADMAP.md`](ROADMAP.md). This is a tightly scoped UI polish fix, not duplicate roadmap-level core feature work. ## Model Used - OpenAI GPT-5.4 via the `codex_local` Paperclip adapter - High reasoning mode with tool use, shell execution, git operations, and targeted test execution - Model-assisted authoring and verification of the UI and test changes ## 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] If this change affects the UI, I have included before/after screenshots - [ ] 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 --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
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. |
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
Troubleshooting: private npm registry
.npmrcIf this fails with an
E404forpaperclipai(or similar) and you use a private npm registry (for example GitHub Packages) via a global~/.npmrc,npxmay be resolvingpaperclipaiagainst that private registry instead of the public npm registry.Diagnostic:
npm config get registryWorkaround (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.
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.
