outline-agent 0.2.3

Webhook-driven Outline thread agent

Outline Agent

Webhook-driven Outline comment agent.

This service listens for Outline comment webhooks, gathers document and thread context, optionally uses tools, web search, or document actions, and replies back into the same comment thread or helps with document editing.

Quick Start

Choose one of these three installation methods:

1. PyPI install — quickest way to try the agent locally
2. Docker Compose — convenient for a more persistent containerized deployment
3. Editable development install — pip install -e .[dev]

Requirements:

• An Outline instance with API access and webhooks enabled

1. Install from PyPI

Once the package is published, install it with:

pip install outline-agent

Then start it:

outline-agent start

On first start, if ~/.outline-agent/config.yaml does not exist yet, the CLI creates it and exits so you can edit it.

• Main local config location: ~/.outline-agent/config.yaml
• Main local runtime data location: ~/.outline-agent/data/
• By default the service binds to: 127.0.0.1:8787

You can change host/port in ~/.outline-agent/config.yaml or via CLI flags.

Mermaid validation is optional in local non-Docker installs. If the Mermaid validator is not available locally, the agent logs a warning at startup and simply skips Mermaid preflight checks instead of failing requests.

If you installed from PyPI and want local Mermaid validation, install a Mermaid CLI backend separately:

npm install -g @mermaid-js/mermaid-cli
mmdc --version

# If the binary is not on your normal shell `PATH`, you can point the agent at it explicitly:
export OUTLINE_AGENT_MERMAID_CLI_PATH=/path/to/mmdc

2. Via Docker Compose

This is a convenient deployment path when you want the agent running in a container with mounted config and runtime data.

git clone https://github.com/visualDust/outline-agent
cd outline-agent
cp docker-compose.example.yml docker-compose.yml
mkdir -p config data
cp docker/config.yaml.example config/config.yaml

Then edit:

• config/config.yaml — your main container config file
• especially:
  • outline.api_base_url
  • outline.api_key
  • outline.webhook_signing_secret
  • model_profiles
  • web_search

Start the service:

docker compose up -d

The Docker image includes Mermaid validation dependencies by default, so document writes can automatically preflight Mermaid blocks before posting to Outline.

Docker deployment layout:

• host config directory: ./config
• host runtime data directory: ./data
• container config path: /config/config.yaml
• container runtime data root: /data
• default port mapping: 8787:8787

The example Compose file mounts:

• ./config:/config
• ./data:/data

and sets:

• OUTLINE_AGENT_CONFIG_PATH=/config/config.yaml

You can still override selected YAML config values through environment: in docker-compose.yml.

Prompt overrides in Docker

The container uses the mounted config directory as its config root.

If you mount:

• ./config:/config

and set:

• OUTLINE_AGENT_CONFIG_PATH=/config/config.yaml

then prompt overrides should live under:

• ./config/prompts/user/...
• ./config/prompts/internal/...

For example:

config/
├── config.yaml
└── prompts/
    ├── user/
    │   ├── 00_system.md
    │   ├── reply_policy.md
    │   └── packs/
    │       └── outline_style.md
    └── internal/
        ├── action_router_policy.md
        ├── tool_planner_policy.md
        └── ...

You do not need to rebuild the image just to override prompts. Editing files under the mounted config/prompts/ tree is enough.

3. Editable development install

Clone the repository first:

git clone https://github.com/visualDust/outline-agent
cd outline-agent

Install in editable mode:

pip install -e .[dev]
pre-commit install

Optional but recommended for local Mermaid validation:

npm ci

That installs the repo-pinned Mermaid CLI dependency into node_modules/.bin/mmdc, which the agent will discover automatically.

Then run:

uv run outline-agent start --reload

or:

./scripts/run-dev.sh

The config and runtime data locations are the same as the normal local install:

• config: ~/.outline-agent/config.yaml
• runtime data: ~/.outline-agent/data/

Configuration loading order

Configuration is loaded in this order:

1. CLI flags
2. Environment variables
3. User config YAML at ~/.outline-agent/config.yaml
4. Built-in defaults

For normal local development, ~/.outline-agent/config.yaml is the main configuration file. Exported environment variables can override values from that YAML config. The repository's .env.example is only a reference file; .env is not auto-loaded by the app.

Maintenance diagnostics

The CLI includes a workspace drift diagnostic command:

outline-agent doctor workspace-sync

To quickly verify that your current Outline config is usable, run:

outline-agent auth info

Useful flags:

• --depth deep
• --fix
• --config-path ...
• --workspace-root ...

Behavior notes and repair semantics are documented here:

• docs/doctor-workspace-sync-behavior.md

Rather than duplicating a long config example here, use:

• docker/config.yaml.example for a commented full example
• docs/config.md for the field-by-field configuration reference

For local installs, outline-agent start will create ~/.outline-agent/config.yaml on first run if it does not exist yet.

If you want to apply overrides from a local .env file manually, one common shell pattern is:

set -a
source .env
set +a
outline-agent start

Configuration Notes

Outline API key vs webhook configuration

• outline.api_key should be created from the Outline user account you want the agent to act as.

• That API key determines the agent's runtime identity in Outline, including which user appears as the author of agent-created comments or documents.

• The service resolves that Outline user automatically at startup via auth.info; there is no separate agent_user_id config anymore.

• outline.webhook_signing_secret is different. Webhooks are typically created from an Outline admin account. The webhook signing secret is only used to verify that incoming webhook requests are genuine.

• It is not bound to the API key and does not determine the agent's Outline identity.

In short:

• API key => who the agent is
• Webhook signing secret => which webhook requests are trusted

If the API key is invalid or expired, startup will fail clearly. If a long-running instance later hits an auth failure, the cached runtime identity is cleared and subsequent requests will fail clearly until you update the key and restart or reload the service.

Important config areas

• server: bind host and port
• outline: Outline base URL, API key, webhook signing secret
• trigger: mention/all mode, aliases, collection filtering
• model: default runtime model ref and request timeout (timeout_seconds)
• model_profiles: provider credentials and allowed model names
• web_search: selects which provider backs the ask_web_search tool
• web_search.gemini: Gemini API key/base URL/model for ask_web_search when web_search.provider=gemini
• web_search.openai: OpenAI API key/base URL/model for ask_web_search when web_search.provider=openai
• prompts: system prompt overrides and prompt packs
• features: enable or disable memory, document updates, tools, reactions, progress comments, and related docs
• runtime: dry-run mode, planning/execution limits, and Mermaid validation behavior
• logging: log level and file path

Mermaid validation behavior

• Mermaid validation is automatically triggered before create_document and apply_document_update when the drafted text contains Mermaid code fences.
• This is a write-time guardrail; the planner does not need to call a separate Mermaid validation tool.
• In Docker, Mermaid validation dependencies are included by default.
• In local installs, Mermaid validation is optional. If unavailable and runtime.mermaid_validation_mode=auto, the agent logs that validation is unavailable and continues without blocking the request.
• If you want local Mermaid validation in a repo checkout, run npm ci.
• If you installed from PyPI and are not in a repo checkout, install Mermaid CLI separately with npm install -g @mermaid-js/mermaid-cli.
• Advanced local setups can also point the agent at a compatible Mermaid CLI binary with OUTLINE_AGENT_MERMAID_CLI_PATH=/path/to/mmdc.
• Mermaid retries are counted per document write attempt, not per Mermaid block.
• runtime.mermaid_validation_exhausted_action=allow_write means that after the retry budget is exhausted, later document write attempts can bypass Mermaid validation and publish the current draft anyway.
• runtime.mermaid_validation_exhausted_action=block keeps the stricter behavior and continues blocking writes after retry exhaustion.

Environment variable overrides

• Local development should normally use ~/.outline-agent/config.yaml as the primary config file.
• Exported environment variables override values from that YAML config.
• .env.example is provided as a reference for variable names and common values.
• .env files are not auto-loaded by the service; if you want to use one, source it in your shell before starting the app.

Tool loop budget

• tool_execution_max_steps is the planner budget.
• tool_execution_chunk_size is the small batch actually executed before replanning.

This keeps the runtime closer to a weak planner plus iterative tool loop.

Prompt overrides

Packaged prompts live under:

src/outline_agent/assets/prompts/
  user/
    00_system.md
    reply_policy.md
    packs/
      outline_style.md
  internal/
    action_router_policy.md
    memory_action_policy.md
    tool_planner_policy.md
    document_update_policy.md
    document_creation_policy.md
    memory_update_policy.md
    document_memory_update_policy.md

User-visible and style overrides can live under:

~/.outline-agent/
  prompts/
    user/
      00_system.md
      reply_policy.md
      packs/
        outline_style.md

Maintainer-level internal prompt overrides can live under:

~/.outline-agent/
  prompts/
    internal/
      action_router_policy.md
      memory_action_policy.md
      tool_planner_policy.md
      document_update_policy.md
      document_creation_policy.md
      memory_update_policy.md
      document_memory_update_policy.md

Deployment Note

If the service is deployed inside a LAN or on a machine that Outline cannot reach directly, you usually need a way to expose the webhook endpoint externally, for example:

• reverse proxy or port forwarding
• tunnel service
• cloudflared

For example, one working setup is to run the agent locally and expose it through cloudflared, so the Outline webhook can reach your local POST /outline/webhook endpoint from outside the LAN.

Endpoints

• GET /
• GET /healthz
• POST /outline/webhook

Thread / Session Model

• In Outline, the agent treats a comment thread as the session boundary.
• A user should start a new chat by creating a new top-level comment.
• If the user is following up on the same conversation, they should reply inside that same thread.
• Posting a brand-new top-level comment is treated as starting a new conversation, not continuing the old one.

Runtime Data

By default, runtime data is written under ~/.outline-agent/.

Typical contents include:

• data/webhooks/events.jsonl
• data/webhooks/last_event.json
• data/processed_events.json
• data/agents/... collection workspaces
• data/agents/.../threads/... per-thread state and work directories

Relative runtime paths are resolved from the active config directory.

For the current runtime data structure, see docs/data-layout.md.

Documentation

• Tool and capability reference: docs/tools.md
• Runtime data layout: docs/data-layout.md
• Configuration reference: docs/config.md
• Example config: config.example.yaml
• Environment variable reference: .env.example
• Container config example: docker/config.yaml.example
• Docker Compose example: docker-compose.example.yml

Notes

• Comment replies are intentionally short by default.
• If a full answer would be long, the agent should prefer a short comment reply and then offer to write or expand into an Outline document.
• Outline comments support limited markdown compared with Outline documents.
• The current tool and capability surface is documented in docs/tools.md.