paperclip/doc
Aron Prins 897cc322c7
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

![Add agent
modal](https://raw.githubusercontent.com/aronprins/paperclip/pr-assets/6183-agent-invites/.github/pr-screenshots/6183/add-agent-modal-light.png)

![External agent invite
form](https://raw.githubusercontent.com/aronprins/paperclip/pr-assets/6183-agent-invites/.github/pr-screenshots/6183/external-agent-invite-form-light.png)

![Generated onboarding prompt replacement
view](https://raw.githubusercontent.com/aronprins/paperclip/pr-assets/6183-agent-invites/.github/pr-screenshots/6183/onboarding-prompt-result-light.png)

## 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
2026-05-23 09:09:40 -05:00
..
assets Add planning mode for issue work (#5353) 2026-05-06 07:01:28 -05:00
experimental updating paths 2026-03-10 14:43:34 -05:00
plans Scale issue kanban board for high-volume columns (#5309) 2026-05-15 10:53:09 -05:00
plugins [codex] Add agent permissions and controls plan (#6386) 2026-05-22 08:12:52 -05:00
pr/5429 Add secrets provider vaults and remote import (#5429) 2026-05-09 18:22:17 -05:00
screenshots/pr-6381 [codex] Provider vault secrets UX (#6381) 2026-05-19 15:50:23 -05:00
spec Improve external agent invite flow (#6183) 2026-05-23 09:09:40 -05:00
AGENTCOMPANIES_SPEC_INVENTORY.md Add routine support to recurring task portability 2026-03-23 16:57:38 -05:00
CLI.md [codex] Add LLM Wiki plugin host support (#5597) 2026-05-10 07:34:12 -05:00
CLIPHUB.md refactor: rename packages to @paperclipai and CLI binary to paperclipai 2026-03-03 08:45:26 -06:00
DATABASE.md [codex] Add routine env secrets support (#6212) 2026-05-17 16:30:34 -05:00
DEPLOYMENT-MODES.md feat: implement multi-user access and invite flows (#3784) 2026-04-17 09:44:19 -05:00
DEVELOPING.md Improve external agent invite flow (#6183) 2026-05-23 09:09:40 -05:00
DOCKER.md chore(docker): improve base image and organize docker files 2026-04-01 11:36:27 +00:00
execution-semantics.md Guard cheap recovery model usage (#6371) 2026-05-19 13:46:02 -05:00
GOAL.md [codex] Refresh docs and agent skills (#4693) 2026-04-28 16:12:03 -05:00
memory-landscape.md chore: improve worktree tooling and security docs 2026-04-10 22:26:30 -05:00
OPENCLAW_ONBOARDING.md Introduce bind presets for deployment setup 2026-04-11 07:09:07 -05:00
PRODUCT.md [codex] Add agent permissions and controls plan (#6386) 2026-05-22 08:12:52 -05:00
PUBLISHING.md fix(ci): gate new release packages on npm bootstrap (#5146) 2026-05-03 19:31:28 -07:00
README-draft.md docs: add README, draft README, and adapter logo assets 2026-03-02 10:31:59 -06:00
RELEASE-AUTOMATION-SETUP.md fix(ci): gate new release packages on npm bootstrap (#5146) 2026-05-03 19:31:28 -07:00
RELEASING.md Harden release flow with registry verification and dist-tag checks (#4800) 2026-04-29 15:56:20 -07:00
SECRETS-AWS-PROVIDER.md Add secrets provider vaults and remote import (#5429) 2026-05-09 18:22:17 -05:00
SPEC-implementation.md [codex] Add agent permissions and controls plan (#6386) 2026-05-22 08:12:52 -05:00
SPEC.md [codex] Add agent permissions and controls plan (#6386) 2026-05-22 08:12:52 -05:00
TASKS-mcp.md Add product spec and MCP task interface docs 2026-02-16 19:07:30 -06:00
TASKS.md Add task management data model spec 2026-02-16 14:25:00 -06:00
UNTRUSTED-PR-REVIEW.md chore(docker): improve base image and organize docker files 2026-04-01 11:36:27 +00:00