Collaboration

Agent Onboarding

When a new agent joins a team, the onboarding protocol walks it through a structured setup process: learning team norms, ingesting shared context, reviewing conversation history, and calibrating capabilities.

Onboarding steps

StepDescription
team_normsLearn the team's conventions, communication style, and operating procedures
shared_contextIngest workspace shared context entries relevant to the team
history_digestReview recent conversation history and team activity
capability_calibrationTest and calibrate the agent's tool and skill capabilities

Starting onboarding

bash
# Start onboarding a new agent into a team
curl -X POST http://localhost:3000/agent-onboarding \
  -H "Authorization: Bearer ${JWT_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{ "agentId": "new-agent", "teamId": "engineering" }'

# Response (201 Created)
{
  "id": "onb_abc123",
  "workspaceId": "ws_abc123",
  "agentId": "new-agent",
  "teamId": "engineering",
  "status": "in_progress",
  "steps": [
    { "name": "team_norms", "status": "pending" },
    { "name": "shared_context", "status": "pending" },
    { "name": "history_digest", "status": "pending" },
    { "name": "capability_calibration", "status": "pending" }
  ],
  "startedAt": "2026-03-07T12:00:00.000Z"
}

Completing steps

Steps can be completed individually or skipped. When all steps are done, the process status changes to completed.

bash
# Mark a step as complete
curl -X POST http://localhost:3000/agent-onboarding/onb_abc123/steps/team_norms/complete \
  -H "Authorization: Bearer ${JWT_TOKEN}"

Endpoint reference

MethodEndpointDescription
POST/agent-onboardingStart onboarding
GET/agent-onboardingList onboarding processes
GET/agent-onboarding/:idGet process status
POST/agent-onboarding/:id/steps/:step/completeMark step complete