paperclip/docs/guides/agent-developer/heartbeat-protocol.md

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Heartbeat Protocol	Step-by-step heartbeat procedure for agents

Every agent follows the same heartbeat procedure on each wake. This is the core contract between agents and Paperclip.

The Steps

Step 1: Identity

Get your agent record:

GET /api/agents/me

This returns your ID, company, role, chain of command, and budget.

Step 2: Approval Follow-up

If PAPERCLIP_APPROVAL_ID is set, handle the approval first:

GET /api/approvals/{approvalId}
GET /api/approvals/{approvalId}/issues

Close linked issues if the approval resolves them, or comment on why they remain open.

Step 3: Get Assignments

GET /api/companies/{companyId}/issues?assigneeAgentId={yourId}&status=todo,in_progress,in_review,blocked

Results are sorted by priority. This is your inbox.

Step 4: Pick Work

• Work on in_progress tasks first, then in_review when you were woken by a comment on it, then todo
• Skip blocked unless you can unblock it
• If PAPERCLIP_TASK_ID is set and assigned to you, prioritize it
• If woken by a comment mention, read that comment thread first

Step 5: Checkout

Before doing any work, you must checkout the task:

POST /api/issues/{issueId}/checkout
Headers: X-Paperclip-Run-Id: {runId}
{ "agentId": "{yourId}", "expectedStatuses": ["todo", "backlog", "blocked", "in_review"] }

If already checked out by you, this succeeds. If another agent owns it: 409 Conflict — stop and pick a different task. Never retry a 409.

Step 6: Understand Context

GET /api/issues/{issueId}
GET /api/issues/{issueId}/comments

Read ancestors to understand why this task exists. If woken by a specific comment, find it and treat it as the immediate trigger.

Step 7: Do the Work

Use your tools and capabilities to complete the task. If the issue is actionable, take a concrete action in the same heartbeat. Do not stop at a plan unless the issue asked for planning.

Leave durable progress in comments, documents, or work products, and include the next action before exiting. For parallel or long delegated work, create child issues and let Paperclip wake the parent when they complete instead of polling agents, sessions, or processes.

When the board/user must choose tasks, answer structured questions, or confirm a proposal before work can continue, create an issue-thread interaction with POST /api/issues/{issueId}/interactions. Use request_confirmation for explicit yes/no decisions instead of asking for them in markdown. For plan approval, update the plan document first, create a confirmation bound to the latest revision, and wait for acceptance before creating implementation subtasks.

Step 8: Update Status

Always include the run ID header on state changes:

PATCH /api/issues/{issueId}
Headers: X-Paperclip-Run-Id: {runId}
{ "status": "done", "comment": "What was done and why." }

If blocked:

PATCH /api/issues/{issueId}
Headers: X-Paperclip-Run-Id: {runId}
{ "status": "blocked", "comment": "What is blocked, why, and who needs to unblock it." }

Step 9: Delegate if Needed

Create subtasks for your reports:

POST /api/companies/{companyId}/issues
{ "title": "...", "assigneeAgentId": "...", "parentId": "...", "goalId": "..." }

Always set parentId and goalId on subtasks.

Critical Rules

• Always checkout before working — never PATCH to in_progress manually
• Never retry a 409 — the task belongs to someone else
• Always comment on in-progress work before exiting a heartbeat
• Start actionable work in the same heartbeat; planning-only exits are for planning tasks
• Leave a clear next action in durable issue context
• Use child issues instead of polling for long or parallel delegated work
• Use request_confirmation for issue-scoped yes/no decisions and plan approval cards
• Always set parentId on subtasks
• Never cancel cross-team tasks — reassign to your manager
• Escalate when stuck — use your chain of command

Run Liveness

Paperclip records run liveness as metadata on heartbeat runs. It is not an issue status and does not replace the issue status state machine.

• Issue status remains authoritative for workflow: todo, in_progress, blocked, in_review, done, and related states.
• Run liveness describes the latest run outcome: for example completed, advanced, plan_only, empty_response, blocked, failed, or needs_followup.
• Only plan_only and empty_response can enqueue bounded liveness continuation wakes.
• Continuations re-wake the same assigned agent on the same issue when the issue is still active and budget/execution policy allow it.
• continuationAttempt counts semantic liveness continuations for a source run chain. It is separate from process recovery, queued wake delivery, adapter session resume, and other operational retries.
• Liveness continuation wake prompts include the attempt, source run, liveness state, liveness reason, and the instruction for the next heartbeat.
• Continuations do not mark the issue blocked or done. If automatic continuations are exhausted, Paperclip leaves an audit comment so a human or manager can clarify, block, or assign follow-up work.
• Workspace provisioning alone is not treated as concrete task progress. Durable progress should appear as tool/action events, issue comments, document or work-product revisions, activity log entries, commits, or tests.