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paperclip/docs/cli/setup-commands.md
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Dotta 778e775c35 Add secrets provider vaults and remote import (#5429)
## Thinking Path

> - Paperclip orchestrates AI-agent companies and needs secrets handling
to work across local development, hosted operators, and governed agent
execution.
> - The affected subsystem is the company-scoped secrets control plane:
database schema, server services/routes, CLI workflows, and the Secrets
settings UI.
> - The gap was that secrets were local-only and operators could not
manage provider vaults or import existing remote references without
exposing plaintext.
> - This branch adds provider vault configuration plus an AWS Secrets
Manager remote-import path while preserving company boundaries, binding
context, and audit trails.
> - I kept the PR to a single branch PR, removed unrelated
lockfile/package drift, rebased the full branch onto the current
`public-gh/master`, and addressed fresh Greptile findings.
> - The benefit is a reviewable implementation of provider-backed
secrets with focused tests covering provider selection, import
conflicts, deleted secret reuse, rotation guards, and AWS signing
behavior.

## What Changed

- Added provider vault support for company secrets, including provider
config storage, default vault handling, health checks, binding usage,
access events, and remote import preview/commit.
- Added an AWS Secrets Manager provider using SigV4 request signing,
bounded request timeouts, namespace guardrails, cached runtime
credential resolution, and external-reference linking without plaintext
reads.
- Added Secrets UI surfaces for vault management and remote import, plus
CLI/API documentation for setup and operations.
- Stabilized routine webhook secret binding paths and SSH
environment-driver fixture bindings discovered during verification.
- Addressed Greptile and CI findings: no lockfile/package drift,
monotonic migration metadata, disabled-vault default races, soft-deleted
secret hiding/recreate behavior, remove behavior with disabled vaults,
soft-deleted external-reference re-import, non-active rotation guards,
managed-secret soft deletion through PATCH, and per-call AWS SDK
credential client churn.
- Rebased this branch onto `public-gh/master` at `0e1a5828` and
force-pushed with lease to keep this as the single PR for the branch.

## Verification

- `git fetch public-gh master`
- `git rebase public-gh/master`
- `git diff --name-only public-gh/master...HEAD | grep
'^pnpm-lock\.yaml$' || true` confirmed `pnpm-lock.yaml` is not in the PR
diff.
- Confirmed migration ordering: master ends at `0081_optimal_dormammu`;
this PR adds `0082_dry_vision` and
`0083_company_secret_provider_configs`.
- Inspected migrations for repeat safety: new tables/indexes use `IF NOT
EXISTS`; foreign keys are guarded by `DO $$ ... IF NOT EXISTS`; column
additions use `ADD COLUMN IF NOT EXISTS`.
- `pnpm -r typecheck` passed before the Greptile follow-up commits.
- `pnpm test:run` ran the full stable Vitest path before the Greptile
follow-up commits; it completed with 3 timing-related failures under
parallel load: `codex-local-execute.test.ts`,
`cursor-local-execute.test.ts`, and `environment-service.test.ts`.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/codex-local-execute.test.ts
src/__tests__/cursor-local-execute.test.ts
src/__tests__/environment-service.test.ts` passed on targeted rerun
(`24/24`).
- `pnpm build` passed before the Greptile follow-up commits. Vite
reported existing chunk-size/dynamic-import warnings.
- After Greptile follow-up commits: `pnpm --filter @paperclipai/server
exec vitest run src/__tests__/secrets-service.test.ts` passed (`26/26`).
- After Greptile follow-up commits: `pnpm --filter @paperclipai/server
exec vitest run src/__tests__/aws-secrets-manager-provider.test.ts
src/__tests__/secrets-service.test.ts` passed (`39/39`).
- After Greptile follow-up commits: `pnpm --filter @paperclipai/server
typecheck` passed.
- Captured Storybook screenshots from `ui/storybook-static` for visual
review.
- Latest PR checks on `5ca3a5cf`: `policy`, serialized server suites
1/4-4/4, `Canary Dry Run`, `e2e`, `security/snyk`, and `Greptile Review`
pass; aggregate `verify` is still registering the completed child
checks.
- Greptile review loop continued through the latest requested pass; all
Greptile review threads are resolved and the latest `Greptile Review`
check on `5ca3a5cf` passed with 0 comments added.

## Screenshots

Before: the provider-vault and remote-import surfaces did not exist on
`master`; these are after-state screenshots from the Storybook fixtures.

![Secrets
inventory](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/secrets-inventory.png)

![Secret binding
picker](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/secret-binding-picker.png)

![Environment editor with
secrets](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/env-editor-with-secrets.png)

## Risks

- Migration risk: this adds new secret provider tables and extends
existing secret rows. The migrations were checked for monotonic ordering
and idempotent guards, but reviewers should still inspect upgrade
behavior carefully.
- Provider risk: AWS support uses direct SigV4 requests. Automated tests
cover signing, request timeouts, vault-config selection, namespace
guardrails, pending-version archival, sanitized provider errors, and
service-level cleanup paths. A real-vault AWS smoke test remains
deployment validation for an operator with AWS credentials rather than
an unverified merge blocker in this local branch.
- UI risk: the Secrets page and import dialog are large new surfaces;
screenshots are included above for reviewer inspection.
- Verification risk: the full local stable test command hit
parallel-load timing failures, although the exact failed files passed
when rerun directly.
- Operational risk: remote import intentionally avoids plaintext reads;
operators must understand that imported external references resolve at
runtime and may fail if AWS permissions change.

> 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 with local shell/tool use in the
Paperclip worktree. Exact 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
- [ ] 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 18:22:17 -05:00

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3.0 KiB
Markdown

---
title: Setup Commands
summary: Onboard, run, doctor, and configure
---
Instance setup and diagnostics commands.
## `paperclipai run`
One-command bootstrap and start:
```sh
pnpm paperclipai run
```
Does:
1. Auto-onboards if config is missing
2. Runs `paperclipai doctor` with repair enabled
3. Starts the server when checks pass
Choose a specific instance:
```sh
pnpm paperclipai run --instance dev
```
## `paperclipai onboard`
Interactive first-time setup:
```sh
pnpm paperclipai onboard
```
If Paperclip is already configured, rerunning `onboard` keeps the existing config in place. Use `paperclipai configure` to change settings on an existing install.
First prompt:
1. `Quickstart` (recommended): local defaults (embedded database, no LLM provider, local disk storage, default secrets)
2. `Advanced setup`: full interactive configuration
Start immediately after onboarding:
```sh
pnpm paperclipai onboard --run
```
Non-interactive defaults + immediate start (opens browser on server listen):
```sh
pnpm paperclipai onboard --yes
```
On an existing install, `--yes` now preserves the current config and just starts Paperclip with that setup.
## `paperclipai doctor`
Health checks with optional auto-repair:
```sh
pnpm paperclipai doctor
pnpm paperclipai doctor --repair
```
Validates:
- Server configuration
- Database connectivity
- Secrets adapter configuration, including AWS Secrets Manager non-secret env
config when selected
- Storage configuration
- Missing key files
## `paperclipai configure`
Update configuration sections:
```sh
pnpm paperclipai configure --section server
pnpm paperclipai configure --section secrets
pnpm paperclipai configure --section storage
```
`--section secrets` updates the deployment-level provider used as the fallback
for secrets that do not target a specific company vault. Per-company provider
vaults (named instances, default vault selection, multiple vaults per provider,
coming-soon GCP/Vault) live in the board UI under
`Company Settings → Secrets → Provider vaults` and the
`/api/companies/{companyId}/secret-provider-configs` API.
## `paperclipai env`
Show resolved environment configuration:
```sh
pnpm paperclipai env
```
This now includes bind-oriented deployment settings such as `PAPERCLIP_BIND` and `PAPERCLIP_BIND_HOST` when configured.
## `paperclipai allowed-hostname`
Allow a private hostname for authenticated/private mode:
```sh
pnpm paperclipai allowed-hostname my-tailscale-host
```
## Local Storage Paths
| Data | Default Path |
|------|-------------|
| Config | `~/.paperclip/instances/default/config.json` |
| Database | `~/.paperclip/instances/default/db` |
| Logs | `~/.paperclip/instances/default/logs` |
| Storage | `~/.paperclip/instances/default/data/storage` |
| Secrets key | `~/.paperclip/instances/default/secrets/master.key` |
Override with:
```sh
PAPERCLIP_HOME=/custom/home PAPERCLIP_INSTANCE_ID=dev pnpm paperclipai run
```
Or pass `--data-dir` directly on any command:
```sh
pnpm paperclipai run --data-dir ./tmp/paperclip-dev
pnpm paperclipai doctor --data-dir ./tmp/paperclip-dev
```