* fix(web): suppress notes/decision change pills in the activity feed (BUG-2628)
Dave's ruling, option 3. Implementation notes and decision-log entries have
had their own timeline cards since BUG-2301, so a change pill for them can
only restate the card above it. On items whose notes predate the write-time
summarizer, it restates it badly: the frozen activity metadata holds the
whole notes array as a Go map literal and the pill renders as a wall of text
that dwarfs every real change on the card.
Suppressed at RENDER time and deliberately not at write time. The activity
row legitimately records THAT notes changed and that belongs in the audit
trail; what the ruling removes is showing it as a pill. Dropping it from the
record would be option 2 — rejected in the filing for destroying the
original — wearing a different hat. One filter in parseFieldChanges covers
both surfaces that render pills (the timeline card and the activity page).
THE FIELD-NAME FILTER ALONE DOES NOT FIX THE REPORTED SYMPTOM, which I found
by measuring against the 97 legacy rows in the live database rather than
assuming the obvious fix worked:
today pills=198 longest=2952 over-200-chars=77
suppress the two names pills=121 longest=2952 over-200-chars=1
+ field-key guard pills=120 longest= 15 over-200-chars=0
The parser splits on ";" and a legacy blob contains semicolons, so a
fragment of a note's own prose parses as a change whose "field name" is a
paragraph of markdown — and that fragment is the LONGEST pill on the worst
row. Suppressing by field name cannot reach it. Requiring a field name to
look like one (lowercase identifier, which is what the server emits: schema
keys plus title/role/assigned) does.
The guard cannot refuse a legitimate pill: across 4000+ current-format rows
carrying 4329 pills, it drops zero. That control is what distinguishes it
from a length heuristic.
Also corrected a pre-existing comment on the function, which claimed
segments without a "from → to" transition are dropped. They are not:
"field: → value" splits into ["", "value"], two parts, and is kept with an
empty `from`. What is actually dropped is a segment with no arrow, or one
with more than one. I only noticed because the false comment made me write a
test expectation that failed — worth fixing where the next reader will hit it.
Mutation matrix, 4: dropping the suppression set, dropping the key guard,
suppressing only implementation_notes, and loosening the key guard to accept
anything — each detected, and the two rules die on different tests.
Gates: vitest 1889 passed (111 files), svelte-check 0 errors, vite build
clean. No Go changes.
Claude-Session: https://claude.ai/code/session_01JVDBKbgn3Xt7ndW1YoYd8X
* fix(web): finish the suppression on the surfaces that render raw (BUG-2628)
Codex round 1. Two findings, both mine, and the first meant the previous
commit did not fix the bug on the surface the ruling was about.
**The audit page renders the RAW change string when the parsed list is
empty.** Suppressing every pill on a legacy row therefore made the wall of
Go-map text REAPPEAR there — my change made that surface worse, not better,
for exactly the rows the bug is about. The dashboard is simpler and was
never covered: it renders `meta.changes` verbatim with no parsing at all.
So the suppression has to be a property of the STRING, not of the pill list.
`formatChangesForDisplay` drops segments on the same two rules and keeps
every survivor verbatim — including ones `parseFieldChanges` will not turn
into a pill, such as a value containing more than one arrow. That is what a
fallback is for, and it keeps working.
**The key guard was too strict, and my justification for it was too strong.**
It was `^[a-z][a-z0-9_]*$`, reasoned from "the server emits schema keys plus
title/role/assigned, all lowercase". Nothing constrains a collection's field
keys to lowercase — handlers_collections.go compares them with a plain `==`,
no case folding — so `Status` and `resolution-v2` are legal keys whose pills
that pattern would have dropped silently.
Replaced with a STRUCTURAL test: non-empty, no whitespace, length <= 64.
That is what actually separates a key from the prose fragment the guard
exists to reject.
The measurement I had could not tell the two guards apart, and the reason is
worth keeping: all 72 field keys in the live database satisfy both forms, so
the control leg showed zero legitimate pills dropped for BOTH. **A control
showing a guard refuses nothing HERE is not evidence that it cannot refuse
something legitimate** — the same partial-verification shape I have hit
before, this time in a control I built myself and trusted. Measured both on
the same data: identical on the legacy rows (longest surviving pill 15
chars, none over 200) and identical on 6000+ current rows (6385 pills kept,
zero dropped). Same effect, strictly smaller risk.
Mutation matrix, 6: dropping suppression or the key guard in either function,
loosening the guard to accept whitespace, and suppressing only one of the two
fields — each detected, each by the test aimed at it.
Gates: vitest 1894 passed (111 files), svelte-check 0 errors.
Claude-Session: https://claude.ai/code/session_01JVDBKbgn3Xt7ndW1YoYd8X
* docs(web): record the enumerated scope of the suppression (BUG-2628)
Codex round 2, asked to ENUMERATE every surface that renders an activity's
change string rather than to spot-check the two I had just fixed. It
returned the full inventory, and the result splits cleanly in two.
Deliberately unsanitized, now stated in the code: the REST endpoints,
`--format json`, the bootstrap payload and the MCP tools all return the
metadata verbatim. That is the design, not a gap — the row records THAT
notes changed, the ruling was about not SHOWING it as a pill, and a client
asking for the raw record must still get it. Sanitizing the wire would be
the destroy-the-original option the filing rejected, arriving by a
different route.
Not covered and filed as BUG-2789 rather than silently pulled in: the CLI
(`pad project activity` in both output modes, `pad workspace audit-log`)
prints the string with no parsing, and the admin console audit log renders
it verbatim through a generic metadata fallback. The CLI needs a Go twin of
formatChangesForDisplay — the filing points at the AgentNameFromMetadata /
agentNameOf precedent and warns that Go's unicode.IsSpace and JS's \\s
disagree in both directions, which matters because the guard is a
whitespace test. The admin audit log may want the OPPOSITE answer, since a
forensic tool showing less than the record contains is arguably the wrong
fix; bounding the rendered length would be the alternative. Both are
product calls this bug's ruling does not settle.
No behaviour change in this commit.
Claude-Session: https://claude.ai/code/session_01JVDBKbgn3Xt7ndW1YoYd8X
* docs+test: state the guard's real limits instead of overclaiming (BUG-2628)
Codex round 3. Three findings, no redesign — all three are places where my
claims were stronger than what the code does, and two of them are now
pinned as tests rather than corrected in prose and left to rot.
**The guard is a heuristic and both error directions are real.** I wrote
that a structural test "is what actually separates a key from prose". It
is not, and nothing could be: the server joins with "; " and the consumer
splits on ";", so a value containing a semicolon is indistinguishable from
two changes. Concretely, a fragment whose prose before the colon is a
single word still produces a pill — `…[map[details:Root; foo: a → b]]`
yields a stray `foo`. And a legitimate key with a space, or over 64
characters, is droppable; nothing validates key shape on collection create.
What the guard actually delivers is the measured claim, and that one
stands: across the 97 legacy rows the longest surviving pill goes from
2952 characters to 15, and none exceeds 200. It removes the WALL. It does
not promise zero fragments, and the comment now says so.
**"Preserved VERBATIM" was false.** formatChangesForDisplay trims each
survivor and rejoins with a canonical "; ", so boundary whitespace and
separator spacing are normalized; and a legitimate value containing a
semicolon loses its tail, because the orphaned fragment fails the field-key
rule. Now described as keeping CONTENT, with both normalizations named.
Two new tests pin the limits so they are known rather than latent: the
single-word fragment that still produces a pill (asserting the survivor is
small, which is the property that matters), and the semicolon-bearing value
that loses its tail. A limit with a test is a decision; a limit in a comment
is a hope.
One test renamed from "emits no pill for a legacy blob" to "removes the
wall from a legacy blob" — the old name asserted the absolute the code does
not provide.
Filed IDEA-2790 for the durable fix: emit changes as structured metadata
alongside the string, so no consumer parses a display format. It does not
help the frozen legacy rows, which is why the heuristic stays either way,
but it would shrink BUG-2789 considerably. The comments here point at it.
Gates: vitest 1897 passed (111 files), svelte-check 0 errors, vite build
clean.
Claude-Session: https://claude.ai/code/session_01JVDBKbgn3Xt7ndW1YoYd8X
* fix(web): the sanitizer must reject fragments, not just bad keys (BUG-2628)
Codex round 4, and it found a gap in my MEASUREMENT, not just my code.
formatChangesForDisplay filtered on the field-key rule alone, so a fragment
from inside a serialized notes array whose text before the colon is short
and unspaced — `id:note-1775153870894988317 summary:…` — posed as a key and
was kept. The audit page's fallback then rendered it: the wall, back on the
surface this function was written for.
Requiring at least one arrow drops it. Not exactly one: a value containing
"→" is a real change that parseFieldChanges declines to make a pill of, and
showing it is precisely what a fallback is for. Both directions are pinned
by different tests, so neither rule stands in for the other.
Measured on the 97 legacy rows: the longest sanitized output falls from 285
characters to 54. On 6000+ current-format rows the new rule drops exactly
ONE segment — `title: Strip '…' from README`, itself the orphaned tail of a
title change that fragmented on a semicolon in the title, so dropping it is
correct rather than a cost.
THE PART WORTH KEEPING: every figure I had quoted for this fix — 2952 to
15, 77 oversized pills to zero — was measured on parseFieldChanges. I never
measured formatChangesForDisplay against the corpus at all, and reported
the pill numbers as though they covered the fix. They covered half of it,
and the unmeasured half was leaking 285 characters of blob to the surface
the ruling was actually about. Two functions, one measurement, and the
write-up did not distinguish them.
That is the same shape as the guard-control error from round 1 — a
measurement that proves something narrower than the sentence it is attached
to — hit twice in one unit, in the same direction both times.
Gates: vitest 1898 passed (111 files), svelte-check 0 errors.
Claude-Session: https://claude.ai/code/session_01JVDBKbgn3Xt7ndW1YoYd8X
* docs(web): record every way a legacy blob can still reach a reader (BUG-2628)
Codex round 5, asked to enumerate rather than spot-check: for the three
surfaces this PR covers, list every distinct path by which a legacy notes
blob could still reach a user. It returned the complete table and found no
path the previous rounds had missed.
Three handled, two open. The two open rows — a key-shaped fragment with
exactly one arrow, and one with several — are the format ambiguity itself
and are not closable by any shape test, since the server joins with "; "
and the consumer splits on ";". Both already have tests, so they are known
limits rather than latent surprises, and IDEA-2790 is the fix that removes
the class rather than bounding it.
The table is in the code because the enumeration is the deliverable. A
reader asking "is this fully closed?" now gets the answer and its shape
without re-deriving it, and the honest answer is BOUNDED, not closed: on
the 97 legacy rows the longest surviving pill is 15 characters and the
longest sanitized fallback string is 54, from 2952 and 285.
Findings by round: 2, 2, 3, 1, 0-new. No behaviour change in this commit.
Claude-Session: https://claude.ai/code/session_01JVDBKbgn3Xt7ndW1YoYd8X
Pad
Project Management for the agent era.
Website · Docs · Blog · Changelog · Reddit · X · Bluesky
One binary. Local-first. No accounts required. Pad gives you a CLI, a web UI, and an AI agent skill — all backed by SQLite, all running on your machine. Your project data stays on your laptop — unless you take it to Pad Cloud.
Quick Start
brew install PerpetualSoftware/tap/pad
cd your-project
pad init # configure, auth, workspace, AI skill — all in one
pad server open # opens the web UI at localhost:7777
pad init is the smart entry point — it auto-detects what's needed, walks you through each step, and is safe to re-run anytime (it skips finished steps and prints a status summary).
Then, in a fresh agent session in your project, say:
/pad onboard
Your new workspace ships with the canonical onboard playbook auto-activated. The agent walks an interview, inspects your codebase if it has shell access, and adapts your workspace's collections, conventions, roles, and playbooks to match the project. It's the fastest way to go from empty workspace to "okay, this is mine."
Why Pad?
Tools like Linear, Jira, and Notion are built for teams on the cloud. Pad is built for developers on their machine — and for the AI agents working alongside them. When you do want your projects on every device or a teammate on the board, Pad Cloud hosts the same product with sync, workspace invites, and role-based access.
| Pad | Linear / Jira | Notion | |
|---|---|---|---|
| Setup | pad init |
Create account, invite team, configure | Create account, pick template |
| AI agents | Native /pad skill for 7+ tools |
Third-party integrations | Third-party integrations |
| Data | Local SQLite you own — or opt-in Pad Cloud | Their cloud | Their cloud |
| Offline | Full functionality | Read-only cache at best | Limited |
| CLI | First-class | Afterthought | None |
| Price | Free, open source | Per-seat pricing | Per-seat pricing |
Features
For Developers
CLI that doesn't get in your way. Create tasks, search items, check status — without leaving the terminal.
pad item create task "Fix OAuth redirect" --priority high
pad item create idea "Real-time collaboration" --category infrastructure
pad item list tasks --status in-progress
pad item search "authentication"
pad project dashboard # Project dashboard
pad project next # What should I work on?
pad server info # How this client is connected to Pad
Web UI that stays out of your way. A clean, dark-themed interface at localhost:7777 with:
- Board, list, and table views — drag-and-drop between status columns
- Keyboard navigation —
j/kto move,Enterto open,Escto go back,Cmd+Kto search - Rich text editor — Tiptap-based with markdown, formatting toolbar, and auto-save
- Wiki-links — type
[[Title]]to link between items - Real-time updates — agent creates a task in the terminal, it appears in the browser instantly (via SSE)
- Dashboard — collection overview, active work, plan tracking, activity feed
For AI Agents
Your agent becomes a project partner. Install the /pad skill once, and your AI coding tool can read, create, and update project items through natural language.
pad agent install # Auto-detects your tools and installs the skill
Works with Claude Code, Cursor, Windsurf, Codex, OpenCode, GitHub Copilot, Amazon Q, and JetBrains Junie.
Then just talk to your project:
> /pad what should I work on next?
> /pad I finished the OAuth fix
> /pad create a task to add rate limiting
> /pad let's brainstorm about the API redesign
Conventions and playbooks teach agents how your project works:
- Conventions — trigger-based rules like "run tests before marking a task done" or "use conventional commits"
- Playbooks — multi-step workflows like "when implementing a feature: read the spec, create a branch, write tests first, then implement". Playbooks can declare a kebab-case
invocation_slugso users can invoke them directly:/pad ship PLAN-42,/pad release 0.5.0. Freshstartupworkspaces ship a genericshipplaybook out of the box.
pad item create convention "Run tests before completing tasks" \
--field trigger=on-task-complete \
--field scope=all \
--field priority=must
Agents load relevant conventions automatically, and every agent action is attributed in the activity feed — so you can see what the AI changed rather than finding it later in a diff.
Name your agents:
An agent that identifies itself gets its name shown on its writes — in the activity feed's Live and Audit views, on the dashboard's recent activity, on item timeline activity entries, and in the admin console's audit log and per-user activity views. With more than one agent working a project, that is the difference between "something automated touched this" and knowing which one.
Pad takes the first of these it finds:
# 1. Per-workspace, committed with the project — the deliberate choice.
# In .pad.toml:
# agent_name = "reviewer"
# 2. Per-process, runtime-agnostic. Any harness can set it.
export PAD_AGENT=reviewer
# 3. Otherwise Pad detects the runtimes it knows — Claude Code reports
# "claude-code" — and that detected id is used as the name.
If none of the three produce a name, the write is not marked as an agent's at all — it is recorded as the person whose credentials it used, which is the case the caveat below is about. The generic agent label you may see on older entries is a write that identified itself before Pad stored names, or an event type that records the actor without the name (workspace membership changes, sign-ins).
The name is rendered exactly as sent — Pad keeps no list of approved names, and does not re-case or rewrite what you choose.
Sessions carry the name too, locally. A session with the Claude Code plugin records itself in ~/.pad/sessions on start (best effort — the plugin monitor is silent by contract, so a registration that fails, e.g. on a malformed pid variable, is only visible by running pad session register by hand) — the harness session's pid, the agent name above, and its working directory — and pad session list reads that back with a liveness verdict per row (alive, dead, or unknown where the platform cannot probe). It is a local, deterministic answer to "which of my sessions on this machine are running, and as which agent" — no server round-trip, no guessing from process names. What a row says about who is self-declared, like the name itself; on Linux the pid claim is additionally checked against the registering process's ancestry and reported as session_pid_verified. Any other harness gets the same by calling pad session register from its session-start hook with PAD_SESSION_PID (the session process) and PAD_AGENT exported. Records of sessions the register can see are dead are pruned on every register; pad session prune --older-than 72h also clears ones whose liveness cannot be determined. The record never leaves the machine.
Reading the output as a decision — "is this name in use here right now?" — takes a rule, and pad session list --help spells it out: count only rows that are alive, not legacy/malformed, and session_pid_verified; treat unknown, legacy, or malformed rows in the same directory as indeterminate rather than free (so list without --agent and filter yourself); read an empty result as "no registered row", not "nobody" — a harness that never registers is invisible; and never pick between two alive rows by registered_at, which is each session's own clock. The registry is per OS user.
Not every entry can show it. Activity entries store it, and comments (replies included) read it through the activity each one links to — so a comment written by an agent that sent a name shows that name in its chip, next to the person whose credentials it used. Version snapshots and implementation-note/decision entries record only that an agent acted, because nothing links them to a named row — they still read Agent.
What this does not claim. The name is supplied by the client and self-declared, so it records honesty, not identity. From ResolveAgentName's own contract in internal/cli/agent_identity.go:
- an agent that omits it is indistinguishable from the human whose credentials it is using;
- a human running
! pad ...inside an agent's terminal inherits that terminal's environment and will be attributed to the agent.
So it is not a basis for machine-verifiable provenance: treat it as a label an actor chose, useful for reading a trail, not as evidence about who acted. Because the credentials belong to a person either way, surfaces that exist for provenance show both — the admin audit log renders reviewer (via Dana) rather than picking one.
Since the name is chosen by whoever is writing, it is displayed as an isolated unit: it is shown as sent, but it cannot re-order or restyle the text around it, and the account half of name (via account) is rendered separately so a chosen name cannot forge it.
Onboard agents to a new codebase:
Open an agent session in the workspace directory and run /pad onboard. The agent walks an interview, detects your build/test/CI tooling, and adapts your workspace's collections, conventions, roles, and playbooks to match the project. Works for any agent that speaks Pad — Claude Code, MCP-only agents, etc.
Collections & Custom Fields
Pad organizes work into collections — typed containers with structured fields.
Built-in collections:
| Collection | Purpose |
|---|---|
| Tasks | Work items with status, priority, assignee, effort, due date |
| Ideas | Feature ideas with impact and category |
| Plans | Project milestones with progress tracking |
| Docs | Documentation, decisions, reference material |
| Conventions | Project rules that guide agent behavior |
| Playbooks | Multi-step workflows for agents to follow |
Create your own with typed fields — select, text, date, number, url, relation, checkbox:
pad collection create "Bug Reports" \
--fields "severity:select:low,medium,high,critical; browser:text; reproducible:checkbox"
Items get reference numbers automatically (TASK-5, BUG-12) and can be moved between collections with field migration.
Installation
Homebrew (macOS and Linux)
brew install PerpetualSoftware/tap/pad
Build from Source
git clone https://github.com/PerpetualSoftware/pad
cd pad
make build
cp pad ~/.local/bin/ # or /usr/local/bin/
Requires Go 1.26+ and Node.js 22+. Alternatively, nix develop provides a shell with the exact Go and Node versions pinned — see the Nix section below.
The go install github.com/PerpetualSoftware/pad/cmd/pad@latest path is not supported for the full Pad binary, because the web UI must be built and embedded during the source build.
Docker
docker run -p 127.0.0.1:7777:7777 -v pad-data:/data ghcr.io/perpetualsoftware/pad
This publishes Pad to localhost:7777 on the host machine, which is the recommended default for local use.
First run — create the first admin. Open http://localhost:7777 and you'll hit a setup page asking for a bootstrap token. On first start with no users, Pad logs a one-time setup URL to stderr (captured by docker logs) — grep it and open the printed link:
docker logs <container> 2>&1 | grep -A6 'Pad first-run setup'
# → http://<your-host>:7777/setup#token=<one-time-token>
Open that URL, create your admin account, and the token is consumed (the banner stops appearing). If you'd rather stay on the CLI, docker exec -it <container> pad auth setup works too — running inside the container counts as loopback, which the bootstrap gate allows. On a network you already trust, set PAD_BYPASS_SETUP_TOKEN=true to skip the token and create the admin straight from http://<your-host>:7777/setup (only safe when the port isn't reachable from the open internet).
Single user, more than one device? Publish to all interfaces so you can reach Pad from your phone, tablet, or another machine on the same LAN, Tailscale network, or home VPN:
docker run -p 7777:7777 -v pad-data:/data ghcr.io/perpetualsoftware/pad
For multi-instance deployments, Pad supports Postgres + Redis via docker-compose.yml — see docs/deployment.md for the full setup.
Nix
Run without installing:
nix run github:PerpetualSoftware/pad
Or install into your profile:
nix profile install github:PerpetualSoftware/pad
A flake devShell (Go, Node, and friends, pinned to the same versions CI uses) is also available for contributors:
nix develop
A
nixpkgspackage (nix-shell -p pad/environment.systemPackages) is planned but not yet merged upstream. Until then, use thegithub:PerpetualSoftware/padflake reference above.
Binary Download
Pre-built binaries for macOS, Linux, and Windows are available on the releases page.
Pad Cloud (hosted)
Don't want to run anything? Pad Cloud is the managed option — same product, same CLI, same /pad skill, free during beta. Sign up on the web, then connect a project directory:
pad init --url https://app.getpad.dev --workspace my-workspace
Self-hosting stays first-class: the binary is unchanged and no features are Cloud-only.
Upgrading Pad
Pad ships a new binary on a roughly weekly cadence. Upgrades are designed to be boring: install the new binary and restart. Database migrations run automatically at startup, only the ones your database is missing are applied, and each migration commits atomically (a failed migration rolls back cleanly and is retried next boot).
The one rule: only ever move forward. Newer binaries know how to migrate an older database; older binaries do not understand a newer schema. Since Pad added its schema-ahead guard, a downgraded binary that finds a database newer than itself refuses to start rather than silently running old code against a newer schema (which can corrupt data):
database schema is newer than this pad binary: ... This almost always means the
binary was DOWNGRADED (e.g. brew/docker rollback) ... Upgrade pad back to a build
that includes those migrations, or re-run with `pad start --force`.
To recover, reinstall the newer binary (brew upgrade pad, pull the newer Docker tag, etc.). If you have intentionally downgraded and accept the risk, start with pad start --force (or set PAD_ALLOW_SCHEMA_AHEAD=1) to override the guard.
Automatic pre-migration snapshot (SQLite). Whenever a SQLite-backed instance has pending migrations to apply, Pad first copies the database file to pad.db.pre-<version> next to it. If an upgrade ever goes wrong, stop the server and copy that snapshot back over pad.db. This is a convenience net, not a backup strategy — keep your own backups (see docs/backup.md). PostgreSQL instances are skipped here; use pg_dump or a provider snapshot before upgrading.
Recommended upgrade flow:
# 1. Back up first (SQLite shown; see docs/backup.md for Postgres)
pad db backup -o pad-backup-$(date +%Y%m%d).db
# 2. Stop the server, install the new binary, restart
# (migrations + the pre-migration snapshot run automatically on start)
brew upgrade pad # or: docker pull, binary download, make install
# 3. Confirm it's healthy
pad --version
curl -s localhost:7777/api/v1/health
Getting Started
1. Set up Pad
cd ~/projects/myapp
pad init "My App"
pad init is the smart entry point that handles everything in one command:
- Configures this client's connection (local server, remote, or Docker)
- Auto-starts the local server
- Creates the first admin account on a fresh local install (Docker / remote hosts run
pad auth setupon the server instead) - Logs you in if needed
- Creates or links a workspace for the current directory (writes
.pad.toml) - Installs the
/padskill for any AI tools detected in the project
Run from your project root. Safe to re-run anytime — it skips finished steps and prints a status summary if nothing's needed.
Choose a template with --template, or omit it for an interactive picker grouped by category (Software / People / …):
pad workspace init --list-templates # See the full catalog grouped by category
pad init "My App" --template scrum # Scrum-style with sprints
pad init "My App" --template product # Product management focused
pad init "My Hiring" --template hiring # Company-side: requisitions, candidates, interview loops, feedback
pad init "Job Search" --template interviewing # Candidate-side: applications, interviews, companies, contacts
pad init "My App" --template blank # Custom: system collections only — let /pad onboard build the rest
Pad ships templates for software (startup / scrum / product), people workflows (hiring, interviewing), and a custom blank template — system collections (Conventions, Playbooks) only, with the /pad onboard playbook as its sole seeded content. blank is the entry point for the agent-driven /pad onboard flow: it walks you through shaping collections, conventions, and roles to match your actual project. Reserved categories for research, content, operations, and personal use await their first templates, so the same project-management primitives fit well beyond code projects. There's also a hidden demo template — the startup layout pre-loaded with realistic sample data — that's kept out of the picker but can be built explicitly with --template demo.
2. Start working
# From the CLI
pad item create task "Set up CI pipeline" --priority high
pad item create idea "Add WebSocket support" --category infrastructure
pad project dashboard
# From the web UI
pad server open # Opens localhost:7777 in your browser
# From your AI agent
# Just use /pad in Claude Code, Cursor, etc.
3. Teach your agents the rules
In an agent session inside the workspace:
/pad onboard
The agent walks an interview, detects your tooling, and adapts the workspace's collections, conventions, roles, and playbooks. To browse the library directly:
pad library list --type conventions # Pre-built conventions you can adopt
pad library list --type playbooks # Pre-built multi-step workflows
4. Optional — connect a desktop AI app via MCP
Pad ships an MCP (Model Context Protocol) server so Claude Desktop, Cursor, Windsurf, Claude Code, or Codex can manage items, plans, ideas, and dependencies as native tools, read workspace state by URL, and load multi-step workflows as prompts.
pad mcp install claude-desktop # or: cursor, windsurf, claude-code, codex, --all
# Restart the client; pad shows up as the "pad" MCP server.
pad mcp install writes each client's native config: JSON mcpServers for
Claude Desktop / Cursor / Windsurf, a project-local .mcp.json in the current
directory for claude-code, and an [mcp_servers.pad] table in
~/.codex/config.toml (TOML) for codex. Because Claude Code's config is
project-scoped, it's install-on-request only — --all and pad mcp status cover
the per-user clients (including Codex) and skip it.
Tool catalog (v0.25) — ten resource × action tools plus pad_set_workspace (eleven total), no flat verb explosion. Undeclared input keys are rejected with a structured error rather than silently dropped. pad_item create/update accept field values as a fields object (the same shape reads return) as an equivalent to the dedicated params / field: ["key=value"]. pad_item.list accepts unparented: true (mutually exclusive with parent) to select items with no parent or implements relationship, and is summary-shaped by default on both transports (full: true opts into complete content bodies):
| Tool | Actions |
|---|---|
pad_item |
create, update, delete, get, list, move, restore, link, unlink, deps, star, unstar, starred, comment, list-comments, backlinks, bulk-update, note, decide, export, import, history |
pad_workspace |
list, members, invite, storage, audit-log, create, claim, deleted, restore |
pad_collection |
list, create, update, delete |
pad_project |
dashboard, next, ready, stale, standup, changelog, report, activity |
pad_role |
list, create, update, delete |
pad_search |
query |
pad_playbook |
list, get, run |
pad_library |
list, get, activate |
pad_attachment |
list, show |
pad_meta |
server-info, version, tool-surface, bootstrap |
pad_set_workspace |
session-default workspace pinning (response embeds the bootstrap blob) |
Plus resources at pad://workspaces, pad://workspace/{ws}/dashboard,
pad://workspace/{ws}/items, pad://workspace/{ws}/items/{ref},
pad://workspace/{ws}/collections,
pad://workspace/{ws}/attachments/{id} (bounded image bytes),
pad://workspace/{ws}/bootstrap,
and pad://_meta/version.
Stability contract — two version constants, both advertised in the
initialize handshake under capabilities.experimental.padCmdhelp and
capabilities.experimental.padToolSurface (and queryable at
pad://_meta/version):
cmdhelp_version: "0.1"— CLI help-tree contract (used at dispatch time)tool_surface_version: "0.25"— MCP tool catalog contract (v0.5 addedpad_library; v0.6pad_item.backlinks; v0.7pad_itemexport/import; v0.8pad_workspacedeleted/restore; v0.9 madepad_item.listsummary-shaped by default with a default+max result cap; v0.10 enforced the draft-playbook gate server-side onpad_playbook.runwith anallow_draftescape hatch; v0.11 added the read-onlypad_attachmenttool (list/show); v0.12 addedpad_project.activity(agent-accessible non-streaming activity feed); v0.13 addedpad_projectready/stale(agent-oriented backlog + attention queries); v0.14 addedpad_itemhistory+ optimistic concurrency (TASK-2022); v0.15 added thepad_item.listunparentedparameter (TASK-2096); v0.16 made an empty-stringassigned_user_id/agent_role_idCLEAR the assignment instead of being silently dropped, so an agent can finally unassign an item (TASK-2571); v0.17 carried that to the LOCAL STDIO transport by teaching the CLI to lift those keys onto their columns instead of into the fields blob (BUG-2583); v0.18 addedclear_assigned_user/clear_agent_rolebooleans — the canonical, schema-discoverable way to unassign, backed by new--clear-assigned-user/--clear-agent-roleflags onpad item update(IDEA-2584); v0.19 added aclear_parentboolean — the canonical, schema-discoverable way to detach an item from its parent, backed by a new--clear-parentflag onpad item update(BUG-2078); v0.20 gave every tool an explicit annotation block derived from the catalog’s read-only knowledge — fully-read-only tools advertisereadOnlyHint: true/destructiveHint: false, all-additive-write tools (pad_workspace,pad_library) dropdestructiveHint, overwrite/delete-capable tools stay conservatively destructive,openWorldHint: falseeverywhere — replacing mcp-go’s defaults that marked every tool destructive (BUG-2302), and madepad_item.listsummary-shaped on the remote HTTP transport too, with a declaredfullboolean as the opt-in for complete bodies on both transports (BUG-2305); v0.21 boundedpad_item.history, which was unbounded on every surface —limitnow covers it (default 50, max 300, the NEWEST N; nooffset, because reverse-patch storage makes only a newest-end window cheap), applied in the catalog action so it lands on both transports, and summary mode now asks the server to skip patch resolution rather than resolving bodies the dispatcher discards (BUG-2608); v0.22 stoppedpad_item.movedestroying an item’s system metadata — implementation notes, decision log, linked PR and convention data now survive a move, any field the destination schema has no home for is REPORTED in the move’s activity entry rather than vanishing, and afieldsetter naming one of those reserved keys is refused withmalformed_overrideinstead of writing it (BUG-2674); v0.23 closed the same door on the ordinary update — afieldsetter namingimplementation_notes,decision_logorconventionis now refused on every transport at once (validation_erroron HTTP, surfaced to MCP clients asvalidation_failed); the one gate covers the CLI, remote MCP and stdio MCP at once because all three lower afieldsetter into the samefields_patch;github_pris deliberately exempt ON UPDATE (move and copy still refuse it), sincepad github linkcannot run on remote MCP and refusing it would leave those agents with no door at all (that door is itself broken — BUG-2696); item CREATE stays open, deliberately, because its full-fieldspayload is shared with Pad’s own writers. v0.23 also added the retry-hostilestored_state_unreadableerror code so an agent told its target item’s stored data is unreadable stops instead of retrying a permanent failure (BUG-2627 / BUG-2675); v0.24 made thepad_itemfieldsobject a real write form on create/update — reads returnfieldsas a native object, and writing that shape back was a silent no-op (accepted, never mapped, dropped while the PATCH still bumpedupdated_at) — merging it into the same path asfield/the dedicated params with conflicting duplicate keys refused, and made input validation strict across all catalog tools: undeclared top-level keys now fail with a structured error instead of being silently dropped (#1066); v0.25 madepad_library.activateresolve its DESTINATION collection from the target’s declared artifact kind (SPEC-5 collection traits) rather than the literalconventions/playbooksslugs, so activating into a workspace that renamed either collection lands correctly instead of failing not-found with the collection sitting right there (BUG-2702); a lookup ERROR is now surfaced rather than silently falling back to the canonical slug, because falling back on an error means writing to a slug nothing was confirmed about (TASK-2657); seeinternal/mcp/version.gofor the full changelog)
External agents pin against these so a future rename doesn't break them
silently. Errors come back as structured envelopes ({error: {code, message, hint, available_workspaces, ...}}) with a closed code
taxonomy — 17 codes as of v0.23, enumerated in
internal/mcp/errors.go. Branch on code, not on message text; a code
you don't recognize is possible, and stored_state_unreadable in
particular means STOP rather than retry.
Full guide at getpad.dev/mcp/local — install paths, action enums per tool, error taxonomy, troubleshooting.
On Pad Cloud? Skip the install: add https://mcp.getpad.dev as a remote
MCP server in Claude Desktop, Claude.ai, Cursor, or Windsurf and sign in with
OAuth — same tool surface, no local binary. Setup guide at
getpad.dev/mcp/remote.
CLI Reference
pad auth configure Configure how this client connects to Pad
pad auth setup Initialize the first admin account
pad auth login Sign in
pad auth whoami Show current user
pad server start Start the Pad API server
pad server stop Stop the Pad server
pad server info Show client, connection, and local server status
pad server open Open web UI in browser
pad workspace init [name] Initialize workspace in current directory
pad workspace link <workspace> Link current directory to an existing workspace
pad workspace list List all workspaces
pad workspace switch <workspace> Switch active workspace
pad workspace context Show structured workspace context
pad workspace context set --file X Update structured workspace context from JSON
# Workspace onboarding: run `/pad onboard` from an agent session inside the workspace
pad workspace members List workspace members
pad workspace invite <email> Invite a workspace member
pad workspace join <code> Accept an invitation
pad workspace export Export workspace data
pad workspace import <file> Import workspace data
pad project dashboard Project dashboard
pad project next Recommended next task
pad project ready Query actionable next items
pad project stale Query stalled or attention-worthy items
pad project standup [--days N] Daily standup report
pad project changelog [--days N] Release notes from completed items
pad project watch Real-time activity stream
pad project reconcile Reconcile item and PR state
pad item create <coll> "title" Create item (task, idea, plan, doc, ...)
pad item list [collection] List items (filters: --status, --priority, --all)
pad item show <ref> Show item detail
pad item open <ref> Open item in web UI
pad item update <ref> Update item fields
pad item delete <ref> Delete item
pad item move <ref> <collection> Move item between collections
pad item edit <ref> Open item in $EDITOR
pad item search "query" Full-text search across all items
pad item comment <ref> "text" Add comment to an item
pad item comments <ref> View item comments
pad item note <ref> "summary" Append an implementation note to an item
pad item decide <ref> "decision" Append a decision log entry to an item
pad item block <src> <target> Create dependency
pad item blocked-by <item> <blk> Mark item as blocked
pad item deps <ref> Show dependencies
pad item unblock <src> <target> Remove dependency
pad item related <ref> Show direct relationships for an item
pad item implemented-by <ref> Show incoming implementers for an item
pad item bulk-update --status X Batch update multiple items
pad collection list List collections with item counts
pad collection create <name> Create a custom collection
pad library list Browse convention and playbook library
pad library activate <title> Activate a convention or playbook
pad agent install [tool] Install /pad skill for AI coding tools
pad agent status Show supported tools and installation status
pad agent update Update installed tool integrations
pad github link [item-ref] Link current branch's PR to item
pad github status [item-ref] Show PR status for linked items
pad github unlink <item-ref> Remove PR link from item
pad webhook list List workspace webhooks
pad webhook create <url> Create webhook
pad session register Record this session (harness pid + agent name) locally
pad session list Registered sessions on this machine, with liveness
pad session prune Remove records of sessions that are dead
All commands accept --format json for machine-readable output and --workspace to target a specific workspace.
Shell completion
pad ships completion scripts for bash, zsh, fish, and PowerShell:
# Bash — current session only
source <(pad completion bash)
# Bash — persistent
pad completion bash > /etc/bash_completion.d/pad # Linux
pad completion bash > $(brew --prefix)/etc/bash_completion.d/pad # macOS (Homebrew)
# Zsh (make sure compinit runs in your ~/.zshrc)
pad completion zsh > "${fpath[1]}/_pad"
# Fish
pad completion fish > ~/.config/fish/completions/pad.fish
# PowerShell (append the output to your $PROFILE)
pad completion powershell | Out-String | Invoke-Expression
Beyond command and flag names, completion is context-aware: collection arguments (e.g. pad item list <TAB>) complete against your workspace's collections, --workspace completes configured workspace names, and --status / --priority complete their valid values.
Authentication
Pad runs without authentication by default for frictionless local use. For local installs, pad init creates the first admin account inline. The lower-level commands are useful when you're hosting a Pad server (Docker / remote) and need to set up auth on the server host directly:
pad auth setup # Initialize the first admin account (server host, non-local mode)
pad auth login # Sign in
pad auth whoami # Show current user
pad auth logout # Sign out
Once a user exists, all API requests and web UI access require authentication. Credentials are stored in ~/.pad/credentials.json. Multiple users can be invited to workspaces with role-based access control (owner, editor, viewer).
Authenticating with an environment token
Set PAD_TOKEN to a Pad API token (minted under Settings → API tokens in the web UI) to authenticate without pad auth login:
PAD_TOKEN=pad_xxxxxxxx pad item list
PAD_TOKEN takes precedence over credentials saved by pad auth login — the same convention as gh's GH_TOKEN. This is useful for CI, scripts, and machines where several AI agents share one CLI install but should act as different Pad users: give each agent its own token in its process environment, and the credential store is never touched. pad auth whoami reports the token's identity (with an Auth: PAD_TOKEN environment override line), and pad auth login/logout warn when the override is active — they manage the stored credentials, which the override bypasses. Deliberately, pad auth logout never invalidates the PAD_TOKEN session itself: it signs out the stored session only, and the env token's lifecycle belongs to wherever it was minted (revoke it under Settings → API tokens).
pad workspace members # List workspace members
pad workspace invite user@example.com
pad workspace join <code>
Architecture
┌──────────────────────────────────────────────┐
│ pad (single binary) │
│ │
│ ┌──────────┐ ┌──────────┐ ┌────────────┐ │
│ │ CLI │ │ REST │ │ Embedded │ │
│ │ (Cobra) │ │ API │ │ Web UI │ │
│ └────┬─────┘ └────┬─────┘ │ (SvelteKit)│ │
│ │ HTTP │ └────────────┘ │
│ └──────────────┤ │
│ ┌─────▼─────┐ │
│ │ SQLite │ │
│ │ + FTS5 │ │
│ └───────────┘ │
└───────────────────────────────────────────────┘
- Go backend — chi router, SQLite via modernc.org/sqlite (pure Go, no CGO), FTS5 full-text search, SSE for real-time updates
- SvelteKit frontend — Svelte 5, Tiptap editor, drag-and-drop, adapter-static, embedded via
go:embed - Single binary — serves the API and web UI, runs on macOS, Linux, and Windows
- Workspace-per-project — each project gets its own workspace linked by a
.pad.tomlfile
Self-hosted, all data lives in ~/.pad/pad.db. Your data. Your machine. No telemetry, no accounts required — cloud only if you opt in.
Community
- r/getpad — how-tos, roadmap discussion, and notes from the agents that run Pad's own workspaces
- GitHub Issues — bugs and feature requests
- X / Bluesky — release announcements
Contributing
See CONTRIBUTING.md for the development guide.
make build # Build web UI + Go binary
make test # Run Go tests
make dev-web # SvelteKit dev server with hot reload
make install # Build, install to ~/.local/bin, restart server
Security
See SECURITY.md for reporting vulnerabilities.

