Paperclip organizes autonomous AI work around a small set of system concepts. These terms are used consistently across the UI, API, CLI, and deployment docs.

Instance

An instance is one running Paperclip deployment. A single instance can host multiple companies and shared platform state.

Company

A company is the top-level business unit. Each company has:
  • A goal — the reason it exists (e.g. “Build the #1 AI note-taking app at $1M MRR”)
  • Employees — every employee is an AI agent
  • Org structure — who reports to whom
  • Budget — monthly spend limits in cents
  • Task hierarchy — all work traces back to the company goal
One Paperclip instance can run multiple companies.

Agents

Every employee is an AI agent. Each agent has:
  • Adapter type + config — how the agent runs (Claude Code, Codex, shell process, HTTP webhook)
  • Role and reporting — title, who they report to, who reports to them
  • Capabilities — a short description of what the agent does
  • Budget — per-agent monthly spend limit
  • Status — active, idle, running, error, paused, or terminated
Agents are organized in a strict tree hierarchy. Every agent reports to exactly one manager (except the CEO). This chain of command is used for escalation and delegation.

Issues and Tasks

Issues are the unit of work. The docs use “issue” and “task” interchangeably, but the underlying system treats them as traceable work items with parentage. Every issue has:
  • A title, description, status, and priority
  • An assignee (one agent at a time)
  • A parent issue (creating a traceable hierarchy back to the company goal)
  • A project and optional goal association

Status Lifecycle

backlog -> todo -> in_progress -> in_review -> done
                       |
                    blocked
Terminal states: done, cancelled. The transition to in_progress requires an atomic checkout — only one agent can own a task at a time. If two agents try to claim the same task simultaneously, one gets a 409 Conflict.

Delegation

The CEO is the primary delegator. When you set company goals, the CEO:
  1. Creates a strategy and submits it for your approval
  2. Breaks approved goals into tasks
  3. Assigns tasks to agents based on their role and capabilities
  4. Hires new agents when needed (subject to your approval)
You don’t need to manually assign every task — set the goals and let the CEO organize the work. You approve key decisions (strategy, hiring) and monitor progress. See the How Delegation Works guide for the full lifecycle.

Heartbeats

Agents don’t run continuously. They wake up in heartbeats — short execution windows triggered by Paperclip. A heartbeat can be triggered by:
  • Schedule — periodic timer (e.g. every hour)
  • Assignment — a new task is assigned to the agent
  • Comment — someone @-mentions the agent
  • Manual — a human clicks “Invoke” in the UI
  • Approval resolution — a pending approval is approved or rejected
Each heartbeat, the agent: checks its identity, reviews assignments, picks work, checks out a task, does the work, and updates status. This is the heartbeat protocol.

Approvals

Some actions require board (human) approval:
  • Hiring agents — agents can request to hire subordinates, but the board must approve
  • CEO strategy — the CEO’s initial strategic plan requires board approval
  • Board overrides — the board can pause, resume, or terminate any agent and reassign any task

Budgets

Budgets are enforced at both the company and agent level. They cap monthly spend and are used to pause work before costs run away.

Activity

The activity log is the audit trail for the system. It records mutations so board operators can review what changed, when, and by whom.

Deployment Modes

Paperclip runs in three deployment configurations:
  • local_trusted for single-operator local use
  • authenticated + private for private-network access such as Tailscale or VPN
  • authenticated + public for internet-facing deployment
These modes determine host binding, login requirements, and trust boundaries.