Agent skill
payload
Use when working with Payload CMS projects (payload.config.ts, collections, fields, hooks, access control, Payload API). Use when debugging validation errors, security issues, relationship queries, transactions, or hook behavior.
Install this agent skill to your Project
npx add-skill https://github.com/noklip-io/agent-skills/tree/main/skills/payload
SKILL.md
Payload CMS Application Development
Payload is a Next.js native CMS with TypeScript-first architecture, providing admin panel, database management, REST/GraphQL APIs, authentication, and file storage.
Installation Note
This is the standalone version of the Payload skill for AI coding agents.
For Claude Code users:
- Prefer installing the official Payload Marketplace plugin which includes this skill along with MCP tools and additional features
- Only install this standalone skill if you prefer not to use the full plugin
For other AI agents (Cursor, OpenCode, GitHub Copilot, etc.):
- Install this skill directly:
bash
npx skills add noklip-io/agent-skills --skill payload
Quick Reference
| Task | Solution | Details |
|---|---|---|
| Auto-generate slugs | slugField() |
FIELDS.md#slug-field-helper |
| Restrict content by user | Access control with query | ACCESS-CONTROL.md#row-level-security-with-complex-queries |
| Local API user ops | user + overrideAccess: false |
QUERIES.md#access-control-in-local-api |
| Draft/publish workflow | versions: { drafts: true } |
COLLECTIONS.md#versioning--drafts |
| Computed fields | virtual: true with afterRead |
FIELDS.md#virtual-fields |
| Conditional fields | admin.condition |
FIELDS.md#conditional-fields |
| Custom field validation | validate function |
FIELDS.md#validation |
| Filter relationship list | filterOptions on field |
FIELDS.md#relationship |
| Select specific fields | select parameter |
QUERIES.md#field-selection |
| Auto-set author/dates | beforeChange hook | HOOKS.md#collection-hooks |
| Prevent hook loops | req.context check |
HOOKS.md#context |
| Cascading deletes | beforeDelete hook | HOOKS.md#collection-hooks |
| Geospatial queries | point field with near/within |
FIELDS.md#point-geolocation |
| Reverse relationships | join field type |
FIELDS.md#join-fields |
| Next.js revalidation | Context control in afterChange | HOOKS.md#nextjs-revalidation-with-context-control |
| Query by relationship | Nested property syntax | QUERIES.md#nested-properties |
| Complex queries | AND/OR logic | QUERIES.md#andor-logic |
| Transactions | Pass req to operations |
ADAPTERS.md#threading-req-through-operations |
| Background jobs | Jobs queue with tasks | ADVANCED.md#jobs-queue |
| Custom API routes | Collection custom endpoints | ADVANCED.md#custom-endpoints |
| Cloud storage | Storage adapter plugins | ADAPTERS.md#storage-adapters |
| Multi-language | localization config + localized: true |
ADVANCED.md#localization |
| Create plugin | (options) => (config) => Config |
PLUGIN-DEVELOPMENT.md#plugin-architecture |
| Plugin package setup | Package structure with SWC | PLUGIN-DEVELOPMENT.md#plugin-package-structure |
| Add fields to collection | Map collections, spread fields | PLUGIN-DEVELOPMENT.md#adding-fields-to-collections |
| Plugin hooks | Preserve existing hooks in array | PLUGIN-DEVELOPMENT.md#adding-hooks |
| Check field type | Type guard functions | FIELD-TYPE-GUARDS.md |
Quick Start
npx create-payload-app@latest my-app
cd my-app
pnpm dev
Minimal Config
import { buildConfig } from 'payload'
import { mongooseAdapter } from '@payloadcms/db-mongodb'
import { lexicalEditor } from '@payloadcms/richtext-lexical'
import path from 'path'
import { fileURLToPath } from 'url'
const filename = fileURLToPath(import.meta.url)
const dirname = path.dirname(filename)
export default buildConfig({
admin: {
user: 'users',
importMap: {
baseDir: path.resolve(dirname),
},
},
collections: [Users, Media],
editor: lexicalEditor(),
secret: process.env.PAYLOAD_SECRET,
typescript: {
outputFile: path.resolve(dirname, 'payload-types.ts'),
},
db: mongooseAdapter({
url: process.env.DATABASE_URL,
}),
})
Essential Patterns
Basic Collection
import type { CollectionConfig } from 'payload'
export const Posts: CollectionConfig = {
slug: 'posts',
admin: {
useAsTitle: 'title',
defaultColumns: ['title', 'author', 'status', 'createdAt'],
},
fields: [
{ name: 'title', type: 'text', required: true },
{ name: 'slug', type: 'text', unique: true, index: true },
{ name: 'content', type: 'richText' },
{ name: 'author', type: 'relationship', relationTo: 'users' },
],
timestamps: true,
}
For more collection patterns (auth, upload, drafts, live preview), see COLLECTIONS.md.
Common Fields
// Text field
{ name: 'title', type: 'text', required: true }
// Relationship
{ name: 'author', type: 'relationship', relationTo: 'users', required: true }
// Rich text
{ name: 'content', type: 'richText', required: true }
// Select
{ name: 'status', type: 'select', options: ['draft', 'published'], defaultValue: 'draft' }
// Upload
{ name: 'image', type: 'upload', relationTo: 'media' }
For all field types (array, blocks, point, join, virtual, conditional, etc.), see FIELDS.md.
Hook Example
export const Posts: CollectionConfig = {
slug: 'posts',
hooks: {
beforeChange: [
async ({ data, operation }) => {
if (operation === 'create') {
data.slug = slugify(data.title)
}
return data
},
],
},
fields: [{ name: 'title', type: 'text' }],
}
For all hook patterns, see HOOKS.md. For access control, see ACCESS-CONTROL.md.
Access Control with Type Safety
import type { Access } from 'payload'
import type { User } from '@/payload-types'
// Type-safe access control
export const adminOnly: Access = ({ req }) => {
const user = req.user as User
return user?.roles?.includes('admin') || false
}
// Row-level access control
export const ownPostsOnly: Access = ({ req }) => {
const user = req.user as User
if (!user) return false
if (user.roles?.includes('admin')) return true
return {
author: { equals: user.id },
}
}
Query Example
// Local API
const posts = await payload.find({
collection: 'posts',
where: {
status: { equals: 'published' },
'author.name': { contains: 'john' },
},
depth: 2,
limit: 10,
sort: '-createdAt',
})
// Query with populated relationships
const post = await payload.findByID({
collection: 'posts',
id: '123',
depth: 2, // Populates relationships (default is 2)
})
// Returns: { author: { id: "user123", name: "John" } }
// Without depth, relationships return IDs only
const post = await payload.findByID({
collection: 'posts',
id: '123',
depth: 0,
})
// Returns: { author: "user123" }
For all query operators and REST/GraphQL examples, see QUERIES.md.
Getting Payload Instance
// In API routes (Next.js)
import { getPayload } from 'payload'
import config from '@payload-config'
export async function GET() {
const payload = await getPayload({ config })
const posts = await payload.find({
collection: 'posts',
})
return Response.json(posts)
}
// In Server Components
import { getPayload } from 'payload'
import config from '@payload-config'
export default async function Page() {
const payload = await getPayload({ config })
const { docs } = await payload.find({ collection: 'posts' })
return <div>{docs.map(post => <h1 key={post.id}>{post.title}</h1>)}</div>
}
Security Pitfalls
1. Local API Access Control (CRITICAL)
By default, Local API operations bypass ALL access control, even when passing a user.
// ❌ SECURITY BUG: Passes user but ignores their permissions
await payload.find({
collection: 'posts',
user: someUser, // Access control is BYPASSED!
})
// ✅ SECURE: Actually enforces the user's permissions
await payload.find({
collection: 'posts',
user: someUser,
overrideAccess: false, // REQUIRED for access control
})
When to use each:
overrideAccess: true(default) - Server-side operations you trust (cron jobs, system tasks)overrideAccess: false- When operating on behalf of a user (API routes, webhooks)
See QUERIES.md#access-control-in-local-api.
2. Transaction Failures in Hooks
Nested operations in hooks without req break transaction atomicity.
// ❌ DATA CORRUPTION RISK: Separate transaction
hooks: {
afterChange: [
async ({ doc, req }) => {
await req.payload.create({
collection: 'audit-log',
data: { docId: doc.id },
// Missing req - runs in separate transaction!
})
},
]
}
// ✅ ATOMIC: Same transaction
hooks: {
afterChange: [
async ({ doc, req }) => {
await req.payload.create({
collection: 'audit-log',
data: { docId: doc.id },
req, // Maintains atomicity
})
},
]
}
See ADAPTERS.md#threading-req-through-operations.
3. Infinite Hook Loops
Hooks triggering operations that trigger the same hooks create infinite loops.
// ❌ INFINITE LOOP
hooks: {
afterChange: [
async ({ doc, req }) => {
await req.payload.update({
collection: 'posts',
id: doc.id,
data: { views: doc.views + 1 },
req,
}) // Triggers afterChange again!
},
]
}
// ✅ SAFE: Use context flag
hooks: {
afterChange: [
async ({ doc, req, context }) => {
if (context.skipHooks) return
await req.payload.update({
collection: 'posts',
id: doc.id,
data: { views: doc.views + 1 },
context: { skipHooks: true },
req,
})
},
]
}
See HOOKS.md#context.
Project Structure
src/
├── app/
│ ├── (frontend)/
│ │ └── page.tsx
│ └── (payload)/
│ └── admin/[[...segments]]/page.tsx
├── collections/
│ ├── Posts.ts
│ ├── Media.ts
│ └── Users.ts
├── globals/
│ └── Header.ts
├── components/
│ └── CustomField.tsx
├── hooks/
│ └── slugify.ts
└── payload.config.ts
Type Generation
// payload.config.ts
export default buildConfig({
typescript: {
outputFile: path.resolve(dirname, 'payload-types.ts'),
},
// ...
})
// Usage
import type { Post, User } from '@/payload-types'
Reference Documentation
- FIELDS.md - All field types, validation, admin options
- FIELD-TYPE-GUARDS.md - Type guards for runtime field type checking and narrowing
- COLLECTIONS.md - Collection configs, auth, upload, drafts, live preview
- HOOKS.md - Collection hooks, field hooks, context patterns
- ACCESS-CONTROL.md - Collection, field, global access control, RBAC, multi-tenant
- ACCESS-CONTROL-ADVANCED.md - Context-aware, time-based, subscription-based access, factory functions, templates
- QUERIES.md - Query operators, Local/REST/GraphQL APIs
- ENDPOINTS.md - Custom API endpoints: authentication, helpers, request/response patterns
- ADAPTERS.md - Database, storage, email adapters, transactions
- ADVANCED.md - Authentication, jobs, endpoints, components, plugins, localization
- PLUGIN-DEVELOPMENT.md - Plugin architecture, monorepo structure, patterns, best practices
Resources
- llms-full.txt: https://payloadcms.com/llms-full.txt
- Docs: https://payloadcms.com/docs
- GitHub: https://github.com/payloadcms/payload
- Examples: https://github.com/payloadcms/payload/tree/main/examples
- Templates: https://github.com/payloadcms/payload/tree/main/templates
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