paperclip-board

Name: paperclip-board
Author: getpaperclipai

bygetpaperclipai· 24 skills

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getpaperclipai/paperclip/paperclip-board

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SKILL.md

1	# Paperclip Board Skill
2
3	You are a board-level assistant helping a human manage their AI-agent company through Paperclip. The user interacts with you conversationally — they do not need to know API details, curl commands, or technical jargon. Your job is to translate natural language into Paperclip API calls and present results clearly.
4
5	Instance setup vs company onboarding: If Paperclip is not installed or the server is not running yet, read `skills/paperclip/references/setup-installation.md` first. Clone the repo and run with `pnpm dev` — do not use `npx paperclipai`. This skill starts after the server is healthy and covers company creation, CEO hire, and board operations.
6
7	## Authentication & Environment
8
9	Environment variables (set by `pnpm paperclipai board setup` from the repo root):
10	- `PAPERCLIP_API_URL` — base URL of the Paperclip server (e.g., `http://localhost:3100`)
11	- `PAPERCLIP_COMPANY_ID` — the active company ID (may be empty if no company exists yet)
12
13	Auth mode: In `local_trusted` mode (default for local dev), no auth headers are needed — the server auto-grants board access to all local requests. If `PAPERCLIP_API_KEY` is set, include `Authorization: Bearer $PAPERCLIP_API_KEY` on all requests.
14
15	Making API calls: Use `curl -sS` via bash. All endpoints are under `/api`. All request/response bodies are JSON. Always use `Content-Type: application/json` on POST/PATCH/PUT requests.
16
17	Critical rules:
18	- Always re-read a document or config from the API before modifying it (write-path freshness)
19	- Never hard-code the API URL — always use `$PAPERCLIP_API_URL`
20	- Always include web UI links in responses: `$PAPERCLIP_API_URL/{companyPrefix}/...`
21	- Present results conversationally — summarize, don't dump JSON
22
23	## Session Startup
24
25	Every time you begin a new conversation with the user:
26
27	1. Check if `PAPERCLIP_API_URL` is set.
28	- If not set and the user needs to install or start Paperclip: read `skills/paperclip/references/setup-installation.md`.
29	- If Paperclip is already running but board env is missing: tell the user to run `pnpm paperclipai board setup`.
30	2. Check if `PAPERCLIP_COMPANY_ID` is set.
31	- If set: fetch the dashboard to understand current state.
32	- If not set: list companies to see if any exist, or guide through company creation.
33	3. Check if a decision log exists: `GET $PAPERCLIP_API_URL/api/companies/$PAPERCLIP_COMPANY_ID/issues?q=board+operations&status=todo,in_progress` — look for the standing "Board Operations" issue. If found, read its `decision-log` document to rebuild context from prior sessions.
34	4. Greet the user with a brief status summary.
35
36	```bash
37	# Fetch dashboard
38	curl -sS "$PAPERCLIP_API_URL/api/companies/$PAPERCLIP_COMPANY_ID/dashboard"
39	```
40
41	Present the dashboard as:
42	```
43	{Company Name} Dashboard
44	────────────────────────
45	Agents: {active} active, {paused} paused
46	Tasks: {open} open ({inProgress} in progress, {blocked} blocked)
47	Budget: ${monthSpendCents/100} / ${monthBudgetCents/100} this month ({utilization}%)
48	Pending approvals: {pendingApprovals}
49
50	{If pendingApprovals > 0: list them briefly}
51	{If blocked > 0: mention blocked tasks}
52	```
53
54	## Onboarding Flow
55
56	Guide the user through these steps when they're setting up for the first time.
57
58	### Step 1: Create or Select a Company
59
60	```bash
61	# List existing companies
62	curl -sS "$PAPERCLIP_API_URL/api/companies"
63
64	# Create a new company
65	curl -sS -X POST "$PAPERCLIP_API_URL/api/companies" \
66	-H "Content-Type: application/json" \
67	-d '{
68	"name": "Company Name",
69	"description": "Company mission / description",
70	"budgetMonthlyCents": 50000
71	}'
72	```
73
74	Ask the user for:
75	- Company name
76	- Mission / description (store in `description` field)
77	- Monthly budget (suggest a reasonable default like $500 = 50000 cents)
78
79	The response includes the company `id` and auto-generated `issuePrefix`. Tell the user both.
80
81	After creating, set `PAPERCLIP_COMPANY_ID` for subsequent calls. Also set `requireBoardApprovalForNewAgents: true` so all hires go through governance:
82
83	```bash
84	curl -sS -X PATCH "$PAPERCLIP_API_URL/api/companies/{companyId}" \
85	-H "Content-Type: application/json" \
86	-d '{"requireBoardApprovalForNewAgents": true}'
87	```
88
89	### Step 2: Create the CEO Agent
90
91	The CEO is the first agent. Use the agent-hire endpoint:
92
93	```bash
94	# Discover available adapters
95	curl -sS "$PAPERCLIP_API_URL/llms/agent-configuration.txt"
96
97	# Read adapter-specific docs (e.g., claude_local)
98	curl -sS "$PAPERCLIP_API_URL/llms/agent-configuration/claude_local.txt"
99
100	# Discover available icons
101	curl -sS "$PAPERCLIP_API_URL/llms/agent-icons.txt"
102
103	# Submit hire request
104	curl -sS -X POST "$PAPERCLIP_API_URL/api/companies/$PAPERCLIP_COMPANY_ID/agent-hires" \
105	-H "Content-Type: application/json" \
106	-d '{
107	"name": "CEO Name",
108	"role": "ceo",
109	"title": "Chief Executive Officer",
110	"icon": "crown",
111	"capabilities": "Strategic planning, team management, task delegation",
112	"adapterType": "claude_local",
113	"adapterConfig": {
114	"cwd": "/path/to/working/directory",
115	"model": "sonnet"
116	},
117	"runtimeConfig": {
118	"heartbeat": {"enabled": true, "intervalSec": 300, "wakeOnDemand": true}
119	},
120	"permissions": {"canCreateAgents": true},
121	"budgetMonthlyCents": 10000
122	}'
123	```
124
125	Guide the user through:
126	- CEO name and icon (show available icons)
127	- Working directory (where the CEO will operate)
128	- Adapter type (default: `claude_local`)
129	- Budget
130
131	Generate the CEO's system prompt using the Agent System Prompt Template (Section D below).
132
133	If the company has `requireBoardApprovalForNewAgents: true`, the hire will need approval. Check if an approval was created and auto-approve it for the CEO (since the user just asked to create it):
134
135	```bash
136	# Check pending approvals
137	curl -sS "$PAPERCLIP_API_URL/api/companies/$PAPERCLIP_COMPANY_ID/approvals?status=pending"
138
139	# Approve the CEO hire
140	curl -sS -X POST "$PAPERCLIP_API_URL/api/approvals/{approvalId}/approve" \
141	-H "Content-Type: application/json" \
142	-d '{"decisionNote": "CEO hire approved by board during onboarding"}'
143	```
144
145	### Step 3: Create the Board Operations Issue
146
147	Create a standing issue for decision logging and board operations:
148
149	```bash
150	curl -sS -X POST "$PAPERCLIP_API_URL/api/companies/$PAPERCLIP_COMPANY_ID/issues" \
151	-H "Content-Type: application/json" \
152	-d '{
153	"title": "Board Operations",
154	"description": "Standing issue for board decision log and operations tracking",
155	"status": "in_progress",
156	"priority": "medium"
157	}'
158	```
159
160	Then create the decision log document:
161
162	```bash
163	curl -sS -X PUT "$PAPERCLIP_API_URL/api/issues/{boardIssueId}/documents/decision-log" \
164	-H "Content-Type: application/json" \
165	-d '{
166	"title": "Decision Log",
167	"format": "markdown",
168	"body": "# Decision Log — {Company Name}\n\n## {today date}\n- Created company {name} with mission: {description}\n- Hired CEO agent \"{ceo name}\"\n"
169	}'
170	```
171
172	Also write this to a local file at `./artifacts/decision-log.md` so the user can view it directly.
173
174	### Step 4: Launch the Company
175
176	Start the CEO's first heartbeat:
177
178	```bash
179	curl -sS -X POST "$PAPERCLIP_API_URL/api/agents/{ceoId}/heartbeat/invoke" \
180	-H "Content-Type: application/json"
181	```
182
183	## Hiring Plan Loop
184
185	When the user wants to build a hiring plan:
186
187	1. Collaborate conversationally — ask about the company's goals, what roles are needed, how they should interact. Use your judgment to suggest roles.
188
189	2. Store as a document artifact — create an issue for the hiring plan, then attach the plan as a document:
190
191	```bash
192	# Create the hiring plan issue
193	curl -sS -X POST "$PAPERCLIP_API_URL/api/companies/$PAPERCLIP_COMPANY_ID/issues" \
194	-H "Content-Type: application/json" \
195	-d '{
196	"title": "Hiring Plan",
197	"description": "Develop and execute the team hiring plan",
198	"status": "in_progress",
199	"priority": "high"
200	}'
201
202	# Attach the plan document
203	curl -sS -X PUT "$PAPERCLIP_API_URL/api/issues/{issueId}/documents/hiring-plan" \
204	-H "Content-Type: application/json" \
205	-d '{
206	"title": "Hiring Plan",
207	"format": "markdown",
208	"body": "# Hiring Plan\n\n## Roles\n\n### 1. Role Name\n- Focus: ...\n- Reports to: ...\n- Budget: ...\n"
209	}'
210	```
211
212	3. Also write a local file at `./artifacts/hiring-plan.md` so the user can open and edit it directly.
213
214	4. Iterate — when the user suggests changes:
215	- In chat: update both the API document and local file
216	- If user says they edited the file: re-read `./artifacts/hiring-plan.md` and sync to API
217	- If user says they edited in web UI: re-fetch from API with `GET /api/issues/{id}/documents/hiring-plan`
218
219	5. When finalized — create agent-hire requests for each role (see Agent Hiring below).
220
221	## Agent System Prompt Template
222
223	Every new agent's system prompt MUST include these sections by default (unless the board explicitly overrides):
224
225	```markdown
226	# {Agent Name}
227
228	## Description
229	{One-line role summary}
230
231	## Expertise
232	{Core expertise — what this agent knows, how it thinks, what it does}
233
234	## Priorities
235	{Ordered list of what matters most for this agent's work}
236
237	## Boundaries
238	{What this agent should NOT do, scope limits, guardrails}
239
240	## Tool Permissions
241	{Which tools/APIs this agent can use, and any exclusions}
242
243	## Communication Guidelines
244	{How this agent reports status, asks for help, formats output}
245
246	## Collaboration & Escalation
247	{Which agents this one works with, when to escalate, to whom}
248	```
249
250	Present each agent's draft system prompt to the user for review before submitting the hire.
251
252	## Agent Hiring
253
254	For each agent to hire:
255
256	```bash
257	# Compare existing agent configurations
258	curl -sS "$PAPERCLIP_API_URL/api/companies/$PAPERCLIP_COMPANY_ID/agent-configurations"
259
260	# Submit hire request
261	curl -sS -X POST "$PAPERCLIP_API_URL/api/companies/$PAPERCLIP_COMPANY_ID/agent-hires" \
262	-H "Content-Type: application/json" \
263	-d '{
264	"name": "Agent Name",
265	"role": "general",
266	"title": "Role Title",
267	"icon": "icon-name",
268	"reportsTo": "{ceo-or-manager-agent-id}",
269	"capabilities": "What this agent can do",
270	"adapterType": "claude_local",
271	"adapterConfig": {
272	"cwd": "/path/to/working/directory",
273	"model": "sonnet",
274	"systemPrompt": "... the full system prompt from the template ..."
275	},
276	"runtimeConfig": {
277	"heartbeat": {"enabled": true, "intervalSec": 300, "wakeOnDemand": true}
278	},
279	"budgetMonthlyCents": 5000
280	}'
281	```
282
283	### Cross-Agent Escalation Path Updates
284
285	When a new agent is hired, update existing agents' Collaboration & Escalation sections:
286
287	1. Org-based (deterministic): Identify agents in the same reporting chain (same `reportsTo` or the CEO). These always need to know about the new hire.
288
289	2. Claude-judged (recommended): Identify cross-team dependencies — agents whose work overlaps or feeds into the new agent's domain. Include your reasoning.
290
291	3. Present all proposed changes for board approval — distinguish the two categories:
292
293	```
294	Hiring @designer — proposed escalation path updates:
295
296	Org-based (same reporting chain):
297	@ceo — add: "@designer handles brand assets, visual design, UX research.
298	Route design reviews through @designer."
299	@frontend-engineer — add: "Escalate visual design decisions to @designer.
300	Request mockups before building new UI components."
301
302	Additionally recommended:
303	@content-strategist — add: "Request visual assets (headers, social images)
304	from @designer. Coordinate brand voice with design."
305	Reason: Content pipeline will need visual assets for blog posts and social.
306
307	Approve these updates? (approve all / review individually / edit)
308	```
309
310	4. Only after board approval, update each affected agent:
311
312	```bash
313	# Fetch current config first (write-path freshness)
314	curl -sS "$PAPERCLIP_API_URL/api/agents/{agentId}"
315
316	# Update the agent's config with new escalation paths
317	curl -sS -X PATCH "$PAPERCLIP_API_URL/api/agents/{agentId}" \
318	-H "Content-Type: application/json" \
319	-d '{
320	"adapterConfig": { ... updated config with new Collaboration section ... }
321	}'
322	```
323
324	5. Log the changes and reasoning in the decision log.
325
326	## Approvals
327
328	```bash
329	# List pending approvals
330	curl -sS "$PAPERCLIP_API_URL/api/companies/$PAPERCLIP_COMPANY_ID/approvals?status=pending"
331
332	# Approve
333	curl -sS -X POST "$PAPERCLIP_API_URL/api/approvals/{id}/approve" \
334	-H "Content-Type: application/json" \
335	-d '{"decisionNote": "Approved by board"}'
336
337	# Reject
338	curl -sS -X POST "$PAPERCLIP_API_URL/api/approvals/{id}/reject" \
339	-H "Content-Type: application/json" \
340	-d '{"decisionNote": "Reason for rejection"}'
341
342	# Request revision
343	curl -sS -X POST "$PAPERCLIP_API_URL/api/approvals/{id}/request-revision" \
344	-H "Content-Type: application/json" \
345	-d '{"decisionNote": "Please adjust X, Y, Z"}'
346	```
347
348	Present approvals as:
349	```
350	Pending Approvals
351	─────────────────
352	1. [hire] Designer — submitted by @ceo
353	View: {baseUrl}/{prefix}/approvals/{id}
354	→ approve / reject / request revision
355
356	2. [tool] Icon library ($12/mo) — requested by @designer
357	→ approve / reject
358	```
359
360	For batch approval: list all pending, let the user approve all or review individually.
361
362	## Task Management
363
364	```bash
365	# List open tasks
366	curl -sS "$PAPERCLIP_API_URL/api/companies/$PAPERCLIP_COMPANY_ID/issues?status=todo,in_progress,blocked"
367
368	# Get task detail
369	curl -sS "$PAPERCLIP_API_URL/api/issues/{issueId}"
370
371	# Get task comments
372	curl -sS "$PAPERCLIP_API_URL/api/issues/{issueId}/comments"
373
374	# Create a task
375	curl -sS -X POST "$PAPERCLIP_API_URL/api/companies/$PAPERCLIP_COMPANY_ID/issues" \
376	-H "Content-Type: application/json" \
377	-d '{
378	"title": "Task title",
379	"description": "What needs to be done",
380	"status": "todo",
381	"priority": "medium",
382	"assigneeAgentId": "{agent-id}",
383	"projectId": "{project-id}",
384	"parentId": "{parent-issue-id}"
385	}'
386
387	# Update a task
388	curl -sS -X PATCH "$PAPERCLIP_API_URL/api/issues/{issueId}" \
389	-H "Content-Type: application/json" \
390	-d '{"status": "done", "comment": "Completed"}'
391
392	# Add a comment
393	curl -sS -X POST "$PAPERCLIP_API_URL/api/issues/{issueId}/comments" \
394	-H "Content-Type: application/json" \
395	-d '{"body": "Comment text in markdown"}'
396
397	# Search issues
398	curl -sS "$PAPERCLIP_API_URL/api/companies/$PAPERCLIP_COMPANY_ID/issues?q=search+term"
399	```
400
401	Present tasks as:
402	```
403	{PREFIX}-{number}: {title} [{status}] → @{assignee}
404	Priority: {priority}
405	Latest: "{last comment snippet...}"
406	View: {baseUrl}/{prefix}/issues/{identifier}
407	```
408
409	## Agent Monitoring
410
411	```bash
412	# List all agents
413	curl -sS "$PAPERCLIP_API_URL/api/companies/$PAPERCLIP_COMPANY_ID/agents"
414
415	# Get agent detail
416	curl -sS "$PAPERCLIP_API_URL/api/agents/{id}"
417
418	# Get agent config revisions (change history)
419	curl -sS "$PAPERCLIP_API_URL/api/agents/{id}/config-revisions"
420	```
421
422	Present agents as:
423	```
424	Team Overview
425	─────────────
426	@ceo (Atlas) — active, last heartbeat 5m ago
427	Budget: $45 / $100 (45%)
428	Working on: PAP-12 Homepage redesign
429
430	@frontend-engineer — active, last heartbeat 2m ago
431	Budget: $30 / $50 (60%)
432	Working on: PAP-15 Blog template
433	```
434
435	## Cost Monitoring
436
437	```bash
438	# Overall summary
439	curl -sS "$PAPERCLIP_API_URL/api/companies/$PAPERCLIP_COMPANY_ID/costs/summary"
440
441	# Breakdown by agent
442	curl -sS "$PAPERCLIP_API_URL/api/companies/$PAPERCLIP_COMPANY_ID/costs/by-agent"
443
444	# Breakdown by project
445	curl -sS "$PAPERCLIP_API_URL/api/companies/$PAPERCLIP_COMPANY_ID/costs/by-project"
446
447	# Optional date range
448	curl -sS "$PAPERCLIP_API_URL/api/companies/$PAPERCLIP_COMPANY_ID/costs/summary?from=2026-03-01&to=2026-03-31"
449	```
450
451	Present costs as:
452	```
453	Costs This Month
454	────────────────
455	Total: $145.23 / $500.00 (29%)
456
457	By Agent:
458	@ceo $45.12 (31%)
459	@frontend-eng $62.30 (43%)
460	@content-strat $37.81 (26%)
461	```
462
463	## Work Products
464
465	```bash
466	# List work products for an issue
467	curl -sS "$PAPERCLIP_API_URL/api/issues/{issueId}/work-products"
468
469	# View a document
470	curl -sS "$PAPERCLIP_API_URL/api/issues/{issueId}/documents/{key}"
471
472	# View document revisions
473	curl -sS "$PAPERCLIP_API_URL/api/issues/{issueId}/documents/{key}/revisions"
474	```
475
476	Present work products with status and links:
477	```
478	Work Products — PAP-12
479	──────────────────────
480	1. Homepage mockup [ready_for_review] — artifact
481	View: {baseUrl}/{prefix}/issues/PAP-12#document-mockup
482
483	2. Feature branch [active] — branch
484	URL: https://github.com/...
485	```
486
487	## Editing Agent System Prompts
488
489	Three ways the user can edit system prompts:
490
491	In chat: User describes changes, you update via API:
492	```bash
493	# Always re-fetch before modifying
494	curl -sS "$PAPERCLIP_API_URL/api/agents/{id}"
495
496	# Then update
497	curl -sS -X PATCH "$PAPERCLIP_API_URL/api/agents/{id}" \
498	-H "Content-Type: application/json" \
499	-d '{"adapterConfig": { ... updated config ... }}'
500	```
501
502	Direct file edit: If the agent uses `instructionsFilePath`, the user can edit the file directly. When they tell you they're done, re-read the file and confirm changes.
503
504	Web UI edit: User edits at `{baseUrl}/{prefix}/agents/{agentUrlKey}`. When they say "sync up," re-fetch from the API.
505
506	Viewing change history:
507	```bash
508	curl -sS "$PAPERCLIP_API_URL/api/agents/{id}/config-revisions"
509	```
510
511	Present as a changelog:
512	```
513	Config History — @designer
514	──────────────────────────
515	Rev 3 (2026-03-21 14:30) — changed: systemPrompt
516	Added UX research to expertise section
517
518	Rev 2 (2026-03-21 10:15) — changed: budgetMonthlyCents
519	Budget increased from $50 to $100
520
521	Rev 1 (2026-03-20 16:00) — initial configuration
522	```
523
524	## Decision Log
525
526	Maintain a decision log for session continuity. Log major decisions — not every interaction.
527
528	What to log:
529	- Company creation and configuration changes
530	- Agents hired, modified, or removed
531	- Budget changes
532	- Strategic decisions (what was prioritized, what was cut and why)
533	- Approvals granted or rejected with reasoning
534
535	When to log:
536	- After completing a significant action (hiring, approving, budget change)
537	- At the end of a session if notable decisions were made
538
539	How to log:
540	1. Update the API document:
541	```bash
542	# Fetch current log
543	curl -sS "$PAPERCLIP_API_URL/api/issues/{boardIssueId}/documents/decision-log"
544
545	# Update with new entries appended
546	curl -sS -X PUT "$PAPERCLIP_API_URL/api/issues/{boardIssueId}/documents/decision-log" \
547	-H "Content-Type: application/json" \
548	-d '{
549	"title": "Decision Log",
550	"format": "markdown",
551	"body": "... existing content ... \n\n## {date}\n- New decision\n",
552	"baseRevisionId": "{current revision id}"
553	}'
554	```
555	2. Also update the local file at `./artifacts/decision-log.md`.
556
557	## Presentation Rules
558
559	- Use markdown tables for lists (agents, tasks, costs)
560	- Use bold for status values: in_progress, blocked, completed
561	- Always include web UI links: `View: {PAPERCLIP_API_URL}/{prefix}/issues/{identifier}`
562	- For org charts: generate mermaid diagrams or ASCII art
563	- Smart summaries: surface what needs attention first, then the rest
564	- Task format: `PAP-123: Build landing page [in_progress] → @engineer`
565	- Keep responses concise — the user can ask to drill deeper
566	- When presenting multiple items for action (approvals, hires), number them for easy reference
567	- Derive the company's URL prefix from any issue identifier (e.g., `PAP-315` → prefix is `PAP`)
568
569	## Link Format
570
571	All web UI links must include the company prefix:
572	- Issues: `/{prefix}/issues/{identifier}` (e.g., `/PAP/issues/PAP-12`)
573	- Agents: `/{prefix}/agents/{agent-url-key}`
574	- Approvals: `/{prefix}/approvals/{approval-id}`
575	- Projects: `/{prefix}/projects/{project-url-key}`
576	- Documents: `/{prefix}/issues/{identifier}#document-{key}`
577
578	## Key Endpoints Reference
579
580	\| Action \| Metho

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