Files
paperclip-docs/docs/reference/cli/installation.md
T
631a6a0c53 Release docs for paperclip v2026.817.0 (content + screenshot overhaul) (#95)
Ships the v2026.817.0 docs to live: the doc content that was authored
and verified
earlier, plus a full screenshot overhaul.

The content half (`cdf81e2` and the nightly commits behind it) has
already been
reviewed. **The screenshots are the part that needs eyes** — `f24d734`,
342 PNGs.

## Screenshots

Everything was recaptured against the release commit
`213dabab4f8e1f3bb1803a2924c0fea1289fcd4c`
(`upstream/candidate/release-2026.817.0`). The previous shots were 375
parent-commits stale (v2026.720.0), with 228 of 310 entries flagged
pending. All
342 registry entries now carry that SHA.

> ⚠️ Worth knowing: the release commit is **not** an ancestor of the
parent's
> `master`, and local `master` was four days *older* than it. Capturing
against
> `master` would have both missed release UI and leaked 93 post-tag
commits' worth
> of UI into the release docs.

### New coverage (34 entries)

Three guides shipped with **no images at all** despite being 115–136
lines. They
now have them:

| Guide | Shots |
|---|---|
| `guides/day-to-day/decisions.md` | queue, an agent-proposed decision
with its options, triage strip, filter panel, named queue, Decided
curtain, empty state |
| `experimental/status-cards.md` | board, New card dialog, and all four
drawer tabs |
| `experimental/task-chat.md` | thread, composer mode picker, side pane
|
| `reference/api/secrets.md` | the board-side Proposals tab |

Chat-Style Tasks is captured in a **separate pass**:
`enableTaskChatRedesign` is
instance-wide, so leaving it on would have turned every classic
issue/task/work-mode
shot into the redesigned chat.

## Two defects that were already live

Both were shipping in the docs before this PR:

1. **`issues/detail-chat.png` and the `tasks/*` shots were mostly plugin
debug
output.** The Kitchen Sink example plugin mounts a panel into the issue
page
that dumps the raw issue JSON, and the seed installed it. Those guides
were
illustrating a debug panel instead of the task page. The seed no longer
   installs it.
2. **The seeded task thread was a monologue** — four board-user messages
in a row,
because the board actor cannot post agent comments. It is now a real
two-sided
   exchange.

## Targets repointed because the UI moved

| Target | Why |
|---|---|
| `activity/*` | `Activity.tsx` deleted; `/activity` renders
`pages/audit/CompanyActivity.tsx` |
| `experimental/cloud-upstream` | `CloudUpstream.tsx` deleted; the route
now redirects to `/company/export` |
| `settings/*`, `plugins/*`, `adapters/*` | `/instance/settings/*` are
legacy redirects now |
| `dashboard/stale-tasks-panel` | panel removed from `Dashboard.tsx` —
target dropped |

Plus eight targets with **silent selector drift**. A failed interaction
step falls
back to "whatever state was reached", so these had been quietly
producing wrong
images — a plain inbox where the doc promised a mode picker, a whole
dashboard
where it promised one panel. Full table in
`docs/user-guides/screenshots/SCREENSHOTS_PLAN_v2026.817.0.md` §C2.

## Pipeline

Decisions, status-card summaries and secret proposals are all
**agent-authored**,
and the board actor the seed runs as is refused by every one of them
(`"Agent run context required"`, `"Secret proposals require a verified
run-bound
agent token"`). Rather than insert rows behind the API,
`seed-new-surfaces.mjs`
borrows the two doors a real run already has — a board-minted agent API
key, and a
locally signed agent JWT — so every write goes through the production
code path.

Also:
- `capture.mjs` records a real `captured_against` on a detached checkout
instead of
the literal string `"HEAD"` (which is what every pre-2026.817 entry
recorded), and
  gains a `scrollTo` step for content below the fold.
- `run.mjs` gains `--serve` for iterating on the seed, the task-chat
phase, and a
keeper that holds the demo board's issue statuses steady — the demo
`process`
agents finish runs without declaring a disposition, so the stalled-work
sweep
re-blocks issues every few minutes over a capture that runs far longer.

## Reviewing

Light and dark both captured at 1440×900 @2x. The new surfaces are the
ones to
scrutinise; the rest is a like-for-like refresh.

### One leftover

Dropping `dashboard/stale-tasks-panel` leaves
`{light,dark}/dashboard/stale-tasks-panel.png`
tracked but unused — they need deleting by hand.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 4.8 (1M context) <[email protected]>
Co-authored-by: DevRel Gemini <[email protected]>
Co-authored-by: Paperclip <[email protected]>
Co-authored-by: Dotta <[email protected]>
Co-authored-by: ClaudeCoder <[email protected]>
2026-08-18 12:43:56 +02:00

15 KiB

paperclip_version
paperclip_version
v2026.609.0

Installing the CLI

The Paperclip CLI ships as a single binary, paperclipai. Use this page to get that binary on your machine, point it at an instance, and bring up a working local instance from a cold start. The shortest route from "nothing installed" to "a healthy server you can operate against" is two commands: paperclipai onboard to write a config, then paperclipai run to launch it.

If you already know Paperclip is going to live on this machine for a while, skip straight to the managed install — it is the version of the CLI you can update, roll back, and run as a background service.


Prerequisites

The CLI is a Node program. You need Node.js 20 or newer on PATH before anything else works.

node --version   # must report v20.x or higher

That single requirement covers the common local install: paperclipai run can stand up an embedded PostgreSQL instance for you, so you do not need a separate database server to start. If you intend to point the CLI at your own PostgreSQL, have its connection string ready and the CLI will use it instead.


Getting the paperclipai binary

paperclipai is published to npm, so the fastest path needs no install at all — run it with npx:

npx paperclipai onboard --yes

That is the canonical way to start, and it always runs the latest published version. For a paperclipai command that persists, you have two choices: the managed install described in the next section, which is the one to prefer, or a plain global npm install:

npm install -g paperclipai
# verify it is on your PATH
paperclipai --help

The package exposes exactly one binary, paperclipai. Every example in this documentation is written in the form paperclipai <command>. If you have not installed it, prepend npx — running it through npx is equivalent to calling the installed binary directly.

Note: If you are working inside a clone of the Paperclip monorepo, use the in-repo development alias pnpm paperclipai <command> instead. It runs the same CLI straight from source via tsx, which is what you want while developing the CLI itself. The monorepo also documents npx paperclipai onboard --yes as the standard quickstart for a packaged install.


The managed install

npx is perfect for trying Paperclip out, but it is temporary — every run resolves whatever happens to be cached, and there is nothing to update or roll back. When you want Paperclip to stay, install it into the managed CLI store:

npx paperclipai install

That one command downloads the latest published release, verifies it, and installs a paperclipai command into ~/.local/bin. From then on you type paperclipai directly, and you get three things npx cannot give you: one-command updates, instant rollback to the previous version, and the ability to run Paperclip as a background service.

The managed install needs Node.js 20 or newer, the same as the rest of the CLI.

What it puts on disk

A managed install keeps every version it has downloaded as its own self-contained payload, and points a symlink at whichever one is active. Nothing is installed system-wide, and nothing needs sudo — it all lives under your own home directory.

What Path
Managed store root ~/.paperclip/cli
Downloaded payloads ~/.paperclip/cli/installs
Install manifest ~/.paperclip/cli/install.json
Link to the active payload ~/.paperclip/cli/current
The paperclipai command itself ~/.local/bin/paperclipai

The manifest also remembers the two payloads you were on before, which is what makes paperclipai update --rollback instant. Payloads older than that are pruned on the next successful update.

If ~/.local/bin is not already on your PATH, install offers to add it to your ~/.bashrc or ~/.zshrc for you, inside a clearly marked block it knows how to remove again later. Decline the prompt (or use a different shell) and it prints the line to add yourself:

export PATH="$HOME/.local/bin:$PATH"

Choosing what to install

By default you get the latest stable release. Pass a flag to pick something else:

paperclipai install                          # latest stable
paperclipai install --canary                 # the canary channel
paperclipai install --version 2026.609.0     # one exact published version
paperclipai install --ref main               # built from GitHub source
Flag Use
--canary Install the npm canary channel — newer features, rougher edges.
--version <version> Install an exact published npm version. It has to be a complete x.y.z version; latest and partial versions are rejected.
--ref <ref> Install a GitHub branch, tag, or commit SHA, built from source on your machine.
--repo <owner/name> Override the GitHub repository used with --ref (default paperclipai/paperclip). Requires --ref.
-y, --yes Consent to git-ref code execution and supported shell PATH updates without prompting. Use it in scripts and CI.

--canary and --version are mutually exclusive, and --ref cannot be combined with either — each install picks exactly one channel.

Warning: --ref downloads a repository at that commit and runs its dependency and build scripts on your machine. The CLI warns you and asks for confirmation before it fetches anything; in a non-interactive shell it refuses unless you pass --yes. Only point it at source you trust.

Whichever route you take, the CLI runs a smoke check on the new payload — it executes the installed binary and confirms it reports the version you asked for — before making it the active one. If that check fails, nothing is switched over.

Verify the result at any time:

paperclipai --version

To move between channels or versions later, you do not need to reinstall — see paperclipai update.


Removing the managed install

paperclipai uninstall removes the managed CLI and leaves every piece of your data alone.

paperclipai uninstall

It takes no options. In order, it stops and removes the background service if one is installed, deletes the paperclipai command from ~/.local/bin, removes the PATH block it added to your ~/.bashrc and ~/.zshrc, and deletes the managed store at ~/.paperclip/cli.

Your companies, config, database, logs, and secrets all live elsewhere under ~/.paperclip and are untouched — reinstall later and you pick up exactly where you left off.

Note: If ~/.local/bin/paperclipai turns out not to be a Paperclip-managed shim (for example you replaced it by hand), uninstall leaves that file alone and tells you so rather than deleting someone else's command. It also refuses to run while services for other instances are still installed; uninstall those with paperclipai service uninstall --instance <id> first.


First run: bootstrap a local instance

Two commands take you from an empty machine to a running server.

paperclipai onboard
paperclipai run

onboard writes the instance config; run validates it and starts the server. You can also let run do everything — if no config exists yet and you are in an interactive terminal, run calls onboarding for you before it boots.


paperclipai onboard

onboard is the interactive first-run wizard. It writes a config file plus the local key material the server needs, then offers to start Paperclip immediately. Reach for it when you are setting up a new local install or rebuilding a config from guided prompts.

paperclipai onboard

The first prompt asks you to choose a setup path:

Path What you get
Quickstart Local defaults that are ready to run: an embedded PostgreSQL database, local-disk file storage, and local encrypted secrets. This is the recommended path.
Advanced setup Step-by-step prompts for the database, LLM provider, logging, server binding, storage, and secrets. Use this when you need explicit control over any of those.

During onboarding the CLI also ensures the agent JWT secret (PAPERCLIP_AGENT_JWT_SECRET) and the local secrets key file exist, creating them if they are missing. On Advanced setup, if you supply a PostgreSQL connection string or an LLM API key, the wizard will test the connection and validate the key inline so you find problems before the server starts.

When it finishes, onboarding prints the resolved configuration and the next commands to run.

Flag Use
--yes, -y Accept Quickstart defaults non-interactively and start immediately. Without --bind, this forces trusted-local loopback defaults, ignoring any reachability env vars. Use it in scripts and CI.
--run Save the config, then start the server right away (equivalent to answering "yes" to the start prompt).
--bind <mode> Apply a reachability preset to the Quickstart server config. One of loopback, lan, or tailnet.
--install-service Install and start the background service after onboarding, without asking.
--no-install-service Do not install or suggest the background service.
--config <path>, -c Write the config to a specific path instead of the default instance config.
--data-dir <path>, -d Isolate all local Paperclip state away from ~/.paperclip — handy for clean test instances and worktrees.
# Non-interactive Quickstart that boots immediately
paperclipai onboard --yes

# Save the config and start, but keep interactive prompts
paperclipai onboard --run

# Quickstart bound to the LAN instead of loopback
paperclipai onboard --bind lan

In an interactive terminal, onboarding also asks whether you want to install Paperclip as a background service so it starts on login and keeps running after you close the terminal. Say yes and it installs and starts the service for you instead of running in the foreground. --install-service skips the question and does it; --no-install-service skips it and doesn't. See service for what gets installed.

Note: If Paperclip is already configured at the target path, rerunning onboard detects the existing install and keeps the current configuration unchanged. It still tops up the agent JWT secret and secrets key file if needed, then offers to start. To change settings on an existing install, use paperclipai configure rather than re-onboarding.


paperclipai run

run is the one-command path to a healthy local instance. It bootstraps and launches in sequence:

  1. Resolves the active instance and config path, and loads the instance env file.
  2. If no config exists and the terminal is interactive, hands off to onboarding first.
  3. Runs the doctor checks with repair enabled by default. If any check fails, it stops before starting the server.
  4. Starts the Paperclip server.
paperclipai run
Flag Use
--instance <id>, -i Select the local instance id (default: default). Use this to run more than one isolated instance side by side.
--bind <mode> On a first run (when no config exists yet), pass a reachability preset into onboarding: loopback, lan, or tailnet.
--repair / --no-repair Repair is on by default; --no-repair runs doctor in read-only mode so it reports problems without changing files.
--force Run even when the same instance is active under the service manager.
--config <path>, -c Use a specific config file.
--data-dir <path>, -d Isolate local state away from ~/.paperclip.
# Run a second, isolated instance
paperclipai run --instance dev

# Keep all state inside a worktree
paperclipai run --data-dir ./tmp/paperclip-dev

# Diagnose without letting doctor modify anything
paperclipai run --no-repair

Tip: In a non-interactive environment (no TTY), run will not start onboarding for you. Run paperclipai onboard once first, then retry paperclipai run.

Note: If the same instance is already running as a background service, run stops with an error rather than starting a second copy on the same port. Check on the running one with paperclipai service status, or pass --force if you really do want a foreground process alongside it.

Warning: run (with no subcommand) is a local bootstrap command — it stands up a server on your machine. The run subcommands (run list, run live, run get, run events, run log, and the rest) are a different concept entirely: they inspect and control heartbeat runs through the API on an already-running instance. Do not confuse the two. See run for the subcommands.


What happens to your data

onboard and run write everything under a per-instance home directory. The default instance lives at ~/.paperclip, with the config, embedded database, logs, storage, and secrets key kept beneath it. Pass --data-dir <path> to relocate that root, or --instance <id> to keep multiple instances cleanly separated.

The CLI also handles two pieces of credential material during setup so you never wire them by hand: the agent JWT secret (stored in the instance env file as PAPERCLIP_AGENT_JWT_SECRET) and the local secrets master key file. Both are created on first onboarding and reused thereafter.


After the server is up

Bringing the server up does not yet give the CLI an authenticated identity to operate a company. Once run reports that Paperclip is listening, connect the CLI to the instance and pick a persona:

  • On a fresh interactive machine, run the connection wizard, which resolves the API base, health-checks it, logs you in as the board, mints a token, and saves a profile.
  • For headless and CI setups, mint a board token or an agent key and point the CLI at it explicitly.

That step is covered in authentication. For how the CLI finds your server (the --api-base / PAPERCLIP_API_URL resolution order) and the flags shared by every client command, see common options.


Next steps

  • Authentication — connect the CLI, choose a persona, and mint board tokens or agent keys.
  • Service — keep Paperclip running in the background instead of holding a terminal open.
  • Update Paperclip — check for, apply, and roll back new versions.
  • Setup commands — doctor, configure, env, and allowed-hostname for repairing and tuning an instance.
  • Common options — shared flags and how the CLI resolves which server to talk to.
  • run — the run subcommands for inspecting heartbeat runs on a live instance.
  • Overview — what the CLI is for and how it fits the wider operating model.