Narrowed 2026-08-06. The original scope (environment tags dev/staging/prod, promotion workflow with diff preview, promotion history, rollback of a promotion) assumes teams running several environments. MATE deployments run one instance, and the useful half — copying a working agent tree somewhere else — is nearly free given what already exists.
Problem
Reusing a configured agent hierarchy in another project means exporting JSON, hand-editing project ids, and importing — or rebuilding it in the dashboard.
What already exists
GET /dashboard/api/agents/export and POST /dashboard/api/agents/import (shared/utils/dashboard/dashboard_server.py) already serialise and restore agent configs, including tools and relationships.
agent_config_versions with rollback and version tags covers "undo a bad change" — the rollback half of the original promotion story.
- The template library (
documents/TEMPLATE_LIBRARY.md) covers sharing a starting point across installations.
WizardProvisioningService.promote_trial() already does a narrow form of promotion for wizard trials.
Scope
- "Clone to project" action on a root agent: deep-copies the agent and its sub-agents into a chosen target project, rewriting
project_id and parent references.
- Name collision handling: suffix or prompt for a new root name.
- Optionally include the agent's memory blocks and file-search store assignments (checkbox).
- Audit entry for the clone.
Acceptance criteria
Explicitly out of scope
Environment tags, diff-preview promotion workflow, promotion history table. Versioning already provides rollback, and single-instance deployments have nothing to promote between.
Problem
Reusing a configured agent hierarchy in another project means exporting JSON, hand-editing project ids, and importing — or rebuilding it in the dashboard.
What already exists
GET /dashboard/api/agents/exportandPOST /dashboard/api/agents/import(shared/utils/dashboard/dashboard_server.py) already serialise and restore agent configs, including tools and relationships.agent_config_versionswith rollback and version tags covers "undo a bad change" — the rollback half of the original promotion story.documents/TEMPLATE_LIBRARY.md) covers sharing a starting point across installations.WizardProvisioningService.promote_trial()already does a narrow form of promotion for wizard trials.Scope
project_idand parent references.Acceptance criteria
Explicitly out of scope
Environment tags, diff-preview promotion workflow, promotion history table. Versioning already provides rollback, and single-instance deployments have nothing to promote between.