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Improve external agent invite flow (#6183)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Agent creation can happen through local runtimes, managed runtimes, and external agents that onboard through invites. > - The old OpenClaw-oriented invite UX lived under company settings/invites and made a gateway-specific path look like a company access setting. > - That hid the broader bring-your-own-agent flow and forced operators to leave the add-agent modal when adding an external agent. > - This pull request moves external agent invite generation into the add-agent modal and makes the copy agent-oriented instead of OpenClaw-only. > - The benefit is a clearer agent-first onboarding path while company invites stay focused on human access. ## What Changed - Added an external-agent invite branch to the add-agent modal, including a dedicated prompt result view with Back navigation. - Added a shared agent onboarding prompt builder and focused modal coverage for prompt replacement/back navigation. - Removed the agent invite prompt UI from Company Settings and Company Invites, leaving Company Invites focused on human access links and invite history. - Updated the hidden OpenClaw Gateway runtime hint to direct operators to the add-agent invite flow instead of presenting it as a blocked runtime card. - Updated invite/onboarding docs, storybook coverage, and server-side onboarding copy toward generic agent language while preserving existing gateway compatibility. ## Verification - `pnpm -r typecheck` - `pnpm build` - `FAKE_BIN="$(mktemp -d)/bin"; mkdir -p "$FAKE_BIN"; printf '#!/bin/sh\nexit 1\n' > "$FAKE_BIN/tailscale"; chmod +x "$FAKE_BIN/tailscale"; PATH="$FAKE_BIN:$PATH" pnpm test:run` - `pnpm test:run` without the fake `tailscale` shim was also attempted; it failed only in two pre-existing CLI tailnet fallback tests because this host has a real Tailscale address (`100.125.202.3`) where those tests expect no Tailscale. - Focused confirmation for that host-env issue: `FAKE_BIN=... PATH="$FAKE_BIN:$PATH" pnpm exec vitest run --project paperclipai cli/src/__tests__/network-bind.test.ts cli/src/__tests__/onboard.test.ts` - Manual UI verification: served UI locally in light mode, opened add-agent modal, generated external agent prompt, verified the generated prompt replaces the form and Back returns to the form. ### Screenshots    ## Risks - Existing OpenClaw gateway compatibility remains, but operators now discover external agent onboarding from the add-agent modal instead of company settings. - Agent invites still appear in the invite history table, so that page may show agent-scoped invite rows even though it no longer creates agent onboarding prompts. - Low migration risk: no schema changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent in Codex desktop; tool-enabled repository, shell, browser, and GitHub workflow. Context window size was not exposed by the runtime. ## 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 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 - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge
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17 changed files with 693 additions and 451 deletions
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@ -1554,16 +1554,17 @@ function buildInviteOnboardingManifest(
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),
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onboarding: {
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instructions:
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"Join as an OpenClaw Gateway agent, save your one-time claim secret, wait for board approval, then claim your API key. Save the claim response token to ~/.openclaw/workspace/paperclip-claimed-api-key.json and load PAPERCLIP_API_KEY from that file before starting heartbeat loops. You MUST submit adapterType='openclaw_gateway', set agentDefaultsPayload.url to your ws:// or wss:// OpenClaw gateway endpoint, and include agentDefaultsPayload.headers.x-openclaw-token (or legacy x-openclaw-auth).",
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"Join as an external Paperclip agent, save your one-time claim secret, wait for board approval, then claim your API key. Use requestType='agent', include your agentName and capabilities, and set adapterType plus agentDefaultsPayload for your runtime when applicable. OpenClaw Gateway agents must use adapterType='openclaw_gateway', set agentDefaultsPayload.url to a ws:// or wss:// gateway endpoint, and include agentDefaultsPayload.headers.x-openclaw-token.",
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inviteMessage: extractInviteMessage(invite),
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recommendedAdapterType: "openclaw_gateway",
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recommendedAdapterType: null,
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requiredFields: {
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requestType: "agent",
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agentName: "Display name for this agent",
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adapterType: "Use 'openclaw_gateway' for OpenClaw Gateway agents",
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adapterType:
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"Adapter type for this runtime. Use 'openclaw_gateway' only for OpenClaw Gateway agents.",
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capabilities: "Optional capability summary",
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agentDefaultsPayload:
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"Adapter config for OpenClaw gateway. MUST include url (ws:// or wss://) and headers.x-openclaw-token (or legacy x-openclaw-auth). Optional fields: paperclipApiUrl, waitTimeoutMs, sessionKeyStrategy, sessionKey, role, scopes, disableDeviceAuth, devicePrivateKeyPem."
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"Runtime-specific adapter config. OpenClaw Gateway agents must include url (ws:// or wss://) and headers.x-openclaw-token. Other runtimes should include the config their adapter expects."
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},
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registrationEndpoint: {
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method: "POST",
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@ -1600,7 +1601,7 @@ function buildInviteOnboardingManifest(
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name: "paperclip",
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path: skillPath,
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url: skillUrl,
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installPath: "~/.openclaw/skills/paperclip/SKILL.md"
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installPath: "runtime-specific Paperclip skill location"
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}
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}
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};
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@ -1651,7 +1652,7 @@ export function buildInviteOnboardingTextDocument(
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};
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appendBlock(`
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# Paperclip OpenClaw Gateway Onboarding
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# Paperclip Agent Onboarding
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This document is meant to be readable by both humans and agents.
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@ -1675,62 +1676,30 @@ export function buildInviteOnboardingTextDocument(
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appendBlock(`
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## Step 0
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Get the OpenClaw gateway auth token (THIS MUST BE SENT)
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Token lives in:
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Decide which Paperclip adapter type matches your runtime.
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~/.openclaw/openclaw.json -> gateway.auth.token
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Extract:
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TOKEN="$(node -p 'require(process.env.HOME+\"/.openclaw/openclaw.json\").gateway.auth.token')"
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test -n "$TOKEN" || (echo "Missing TOKEN" && exit 1)
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test "\${#TOKEN}" -ge 16 || (echo "Gateway token unexpectedly short (\${#TOKEN})" && exit 1)
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3) IMPORTANT: Don't accidentally drop the token when generating JSON
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If you build JSON with Node, pass the token explicitly (argv), don't rely on an un-exported env var.
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Safe payload build looks sort of like this (substitute where necessary):
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BODY="$(node -e '
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const token = process.argv[1];
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if (!token) process.exit(2);
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const body = {
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requestType: "agent",
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agentName: "OpenClaw",
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adapterType: "openclaw_gateway",
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capabilities: "OpenClaw agent adapter",
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agentDefaultsPayload: {
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url: "ws://127.0.0.1:18789",
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paperclipApiUrl: "http://host.docker.internal:3100",
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headers: { "x-openclaw-token": token },
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waitTimeoutMs: 120000,
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sessionKeyStrategy: "issue",
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role: "operator",
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scopes: ["operator.admin"]
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}
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};
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process.stdout.write(JSON.stringify(body));
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' "$TOKEN")"
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Use adapterType only when there is a matching Paperclip adapter. Put runtime-specific settings in agentDefaultsPayload.
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## Step 1: Submit agent join request
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${onboarding.registrationEndpoint.method} ${
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onboarding.registrationEndpoint.url
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}
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IMPORTANT: You MUST include agentDefaultsPayload.headers.x-openclaw-token with your gateway token.
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Legacy x-openclaw-auth is also accepted, but x-openclaw-token is preferred.
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Use adapterType "openclaw_gateway" and a ws:// or wss:// gateway URL.
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Pairing mode requirement:
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- Keep device auth enabled (recommended). If devicePrivateKeyPem is omitted, Paperclip generates and persists one during join so pairing approvals are stable.
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- You may set disableDeviceAuth=true only for special environments that cannot support pairing.
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- First run may return "pairing required" once; approve the pending pairing request in OpenClaw, then retry.
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Do NOT use /v1/responses or /hooks/* in this gateway join flow.
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Body (JSON):
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{
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"requestType": "agent",
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"agentName": "My Agent",
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"adapterType": "adapter_type_for_this_runtime",
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"capabilities": "Short summary of what this agent can do",
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"agentDefaultsPayload": {}
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}
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OpenClaw Gateway payload example:
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{
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"requestType": "agent",
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"agentName": "My OpenClaw Agent",
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"adapterType": "openclaw_gateway",
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"capabilities": "Optional summary",
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"capabilities": "OpenClaw gateway agent",
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"agentDefaultsPayload": {
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"url": "wss://your-openclaw-gateway.example",
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"paperclipApiUrl": "https://paperclip-hostname-your-agent-can-reach:3100",
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@ -1742,6 +1711,8 @@ export function buildInviteOnboardingTextDocument(
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}
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}
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For OpenClaw Gateway, include agentDefaultsPayload.headers.x-openclaw-token with your gateway token. Legacy x-openclaw-auth is also accepted, but x-openclaw-token is preferred. Do NOT use /v1/responses or /hooks/* in this gateway join flow.
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Expected response includes:
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- request id
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- one-time claimSecret
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@ -1760,35 +1731,18 @@ export function buildInviteOnboardingTextDocument(
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"claimSecret": "<one-time-claim-secret>"
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}
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On successful claim, save the full JSON response to:
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- ~/.openclaw/workspace/paperclip-claimed-api-key.json
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chmod 600 ~/.openclaw/workspace/paperclip-claimed-api-key.json
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And set the PAPERCLIP_API_KEY and PAPERCLIP_API_URL in your environment variables as specified here:
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https://docs.openclaw.ai/help/environment
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e.g.
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{
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env: {
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PAPERCLIP_API_KEY: "...",
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PAPERCLIP_API_URL: "...",
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},
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}
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Then set PAPERCLIP_API_KEY and PAPERCLIP_API_URL from the saved token field for every heartbeat run.
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On successful claim, save the full JSON response somewhere private for your runtime and set PAPERCLIP_API_KEY and PAPERCLIP_API_URL for future Paperclip API calls.
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Important:
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- claim secrets expire
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- claim secrets are single-use
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- claim fails before board approval
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## Step 4: Install Paperclip skill in OpenClaw
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## Step 4: Install Paperclip skill
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GET ${onboarding.skill.url}
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Install path: ${onboarding.skill.installPath}
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Be sure to prepend your PAPERCLIP_API_URL to the top of your skill and note the path to your PAPERCLIP_API_URL
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Use your runtime's normal skill or instruction installation path.
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## Text onboarding URL
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${onboarding.textInstructions.url}
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