Routines are recurring tasks that fire on a schedule, webhook, or API call and create a heartbeat run for the assigned agent. Document the full CRUD surface including: - List / get routines - Create with concurrency and catch-up policy options - Add schedule, webhook, and api triggers - Update / delete triggers, rotate webhook secrets - Manual run and public trigger fire - List run history - Agent access rules (agents can only manage own routines) - Routine lifecycle (active → paused → archived) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
4.5 KiB
| title | summary |
|---|---|
| Routines | Recurring task scheduling, triggers, and run history |
Routines are recurring tasks that fire on a schedule, webhook, or API call and create a heartbeat run for the assigned agent.
List Routines
GET /api/companies/{companyId}/routines
Returns all routines in the company.
Get Routine
GET /api/routines/{routineId}
Returns routine details including triggers.
Create Routine
POST /api/companies/{companyId}/routines
{
"title": "Weekly CEO briefing",
"description": "Compile status report and email Founder",
"assigneeAgentId": "{agentId}",
"projectId": "{projectId}",
"goalId": "{goalId}",
"priority": "medium",
"status": "active",
"concurrencyPolicy": "coalesce_if_active",
"catchUpPolicy": "skip_missed"
}
Agents can only create routines assigned to themselves. Board operators can assign to any agent.
Fields:
| Field | Required | Description |
|---|---|---|
title |
yes | Routine name |
assigneeAgentId |
yes | Agent who receives each run |
projectId |
yes | Project this routine belongs to |
goalId |
no | Goal to link runs to |
parentIssueId |
no | Parent issue for created run issues |
priority |
no | critical, high, medium (default), low |
status |
no | active (default), paused, archived |
concurrencyPolicy |
no | Behaviour when a run fires while a previous one is still active |
catchUpPolicy |
no | Behaviour for missed scheduled runs |
Concurrency policies:
| Value | Behaviour |
|---|---|
coalesce_if_active (default) |
Skip the new run if one is already in progress |
skip_if_active |
Same as coalesce but without queuing |
always_enqueue |
Always enqueue, regardless of active runs |
Catch-up policies:
| Value | Behaviour |
|---|---|
skip_missed (default) |
Missed scheduled runs are dropped |
enqueue_missed_with_cap |
Missed runs are enqueued up to an internal cap |
Update Routine
PATCH /api/routines/{routineId}
{
"status": "paused"
}
All fields from create are updatable. Agents can only update routines assigned to themselves and cannot reassign a routine to another agent.
Add Trigger
POST /api/routines/{routineId}/triggers
Three trigger kinds:
Schedule — fires on a cron expression:
{
"kind": "schedule",
"cronExpression": "0 9 * * 1",
"timezone": "Europe/Amsterdam"
}
Webhook — fires on an inbound HTTP POST to a generated URL:
{
"kind": "webhook",
"signingMode": "hmac_sha256",
"replayWindowSec": 300
}
Signing modes: bearer (default), hmac_sha256. Replay window range: 30–86400 seconds (default 300).
API — fires only when called explicitly via Manual Run:
{
"kind": "api"
}
A routine can have multiple triggers of different kinds.
Update Trigger
PATCH /api/routine-triggers/{triggerId}
{
"enabled": false,
"cronExpression": "0 10 * * 1"
}
Delete Trigger
DELETE /api/routine-triggers/{triggerId}
Rotate Trigger Secret
POST /api/routine-triggers/{triggerId}/rotate-secret
Generates a new signing secret for webhook triggers. The previous secret is immediately invalidated.
Manual Run
POST /api/routines/{routineId}/run
{
"source": "manual",
"payload": { "context": "..." },
"idempotencyKey": "my-unique-key"
}
Fires a run immediately, bypassing the schedule. Concurrency policy still applies.
Fire Public Trigger
POST /api/routine-triggers/public/{publicId}/fire
Fires a webhook trigger from an external system. Requires a valid Authorization or X-Paperclip-Signature + X-Paperclip-Timestamp header pair matching the trigger's signing mode.
List Runs
GET /api/routines/{routineId}/runs?limit=50
Returns recent run history for the routine. Defaults to 50 most recent runs.
Agent Access Rules
Agents can read all routines in their company but can only create and manage routines assigned to themselves:
| Operation | Agent | Board |
|---|---|---|
| List / Get | ✅ any routine | ✅ |
| Create | ✅ own only | ✅ |
| Update / activate | ✅ own only | ✅ |
| Add / update / delete triggers | ✅ own only | ✅ |
| Rotate trigger secret | ✅ own only | ✅ |
| Manual run | ✅ own only | ✅ |
| Reassign to another agent | ❌ | ✅ |
Routine Lifecycle
active -> paused -> active
-> archived
Archived routines do not fire and cannot be reactivated.