MCPInstall

payload-cms

Use when working with Payload CMS projects (payload.config.ts, collections, fields, hooks, access control, Payload API). Triggers on tasks involving: collection definitions, field configurations, hooks, access control, database queries, custom endpoints, authentication, file uploads, drafts/versions, live preview, or plugin development. Also use when debugging validation errors, security issues, relationship queries, transactions, or hook behavior.

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Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/connorads/dotfiles --skill payload-cms
  1. 01

    Install

    Run the command in your project. The CLI asks which agents to install for.

  2. 02

    Describe the task

    Ask your agent for something this skill covers. It loads payload-cms automatically when relevant.

  3. 03

    Review the result

    The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

Payload CMS Development

Payload is a Next.js native CMS with TypeScript-first architecture. This skill transfers expert knowledge for building collections, hooks, access control, and queries the right way.

Mental Model

Think of Payload as three interconnected layers:

  1. Config Layer → Collections, globals, fields define your schema
  2. Hook Layer → Lifecycle events transform and validate data
  3. Access Layer → Functions control who can do what

Every operation flows through: Config → Access Check → Hook Chain → Database → Response Hooks

Quick Reference

TaskSolutionDetails
Auto-generate slugsslugField() or beforeChange hook[references/fields.md#slug-field]
Restrict by userAccess control with query constraint[references/access-control.md]
Local API with authuser + overrideAccess: false[references/queries.md#local-api]
Draft/publishversions: { drafts: true }[references/collections.md#drafts]
Computed fieldsvirtual: true with afterRead hook[references/fields.md#virtual]
Conditional fieldsadmin.condition[references/fields.md#conditional]
Filter relationshipsfilterOptions on field[references/fields.md#relationship]
Prevent hook loopsreq.context flag[references/hooks.md#context]
TransactionsPass req to all operations[references/hooks.md#transactions]
Background jobsJobs queue with tasks[references/advanced.md#jobs]

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'

export default buildConfig({
  admin: { user: 'users' },
  collections: [Users, Media, Posts],
  editor: lexicalEditor(),
  secret: process.env.PAYLOAD_SECRET,
  typescript: { outputFile: 'payload-types.ts' },
  db: mongooseAdapter({ url: process.env.DATABASE_URL }),
})

Core Patterns

Collection Definition

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' },
    { name: 'status', type: 'select', options: ['draft', 'published'], defaultValue: 'draft' },
  ],
  timestamps: true,
}

Hook Pattern (Auto-slug)

export const Posts: CollectionConfig = {
  slug: 'posts',
  hooks: {
    beforeChange: [
      async ({ data, operation }) => {
        if (operation === 'create' && data.title) {
          data.slug = data.title.toLowerCase().replace(/\s+/g, '-')
        }
        return data
      },
    ],
  },
  fields: [{ name: 'title', type: 'text', required: true }],
}

Access Control Pattern

import type { Access } from 'payload'

// Type-safe: admin-only access
export const adminOnly: Access = ({ req }) => {
  return req.user?.roles?.includes('admin') ?? false
}

// Row-level: users see only their own posts
export const ownPostsOnly: Access = ({ req }) => {
  if (!req.user) return false
  if (req.user.roles?.includes('admin')) return true
  return { author: { equals: req.user.id } }
}

Query Pattern

// Local API with access control
const posts = await payload.find({
  collection: 'posts',
  where: {
    status: { equals: 'published' },
    'author.name': { contains: 'john' },
  },
  depth: 2,
  limit: 10,
  sort: '-createdAt',
  user: req.user,
  overrideAccess: false, // CRITICAL: enforce permissions
})

Critical Security Rules

1. Local API Access Control

Default behavior bypasses ALL access control. This is the #1 security mistake.

// ❌ SECURITY BUG: Access control bypassed even with user
await payload.find({ collection: 'posts', user: someUser })

// ✅ SECURE: Explicitly enforce permissions
await payload.find({
  collection: 'posts',
  user: someUser,
  overrideAccess: false, // REQUIRED
})

Rule: Use overrideAccess: false for any operation acting on behalf of a user.

2. Transaction Integrity

Operations without req run in separate transactions.

// ❌ DATA CORRUPTION: Separate transaction
hooks: {
  afterChange: [async ({ doc, req }) => {
    await req.payload.create({
      collection: 'audit-log',
      data: { docId: doc.id },
      // Missing req - breaks atomicity!
    })
  }]
}

// ✅ ATOMIC: Same transaction
hooks: {
  afterChange: [async ({ doc, req }) => {
    await req.payload.create({
      collection: 'audit-log',
      data: { docId: doc.id },
      req, // Maintains transaction
    })
  }]
}

Rule: Always pass req to nested operations in hooks.

3. Infinite Hook Loops

Hooks triggering themselves 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: Context flag breaks the loop
hooks: {
  afterChange: [async ({ doc, req, context }) => {
    if (context.skipViewUpdate) return
    await req.payload.update({
      collection: 'posts',
      id: doc.id,
      data: { views: doc.views + 1 },
      req,
      context: { skipViewUpdate: true },
    })
  }]
}

Project Structure

src/
├── app/
│   ├── (frontend)/page.tsx
│   └── (payload)/admin/[[...segments]]/page.tsx
├── collections/
│   ├── Posts.ts
│   ├── Media.ts
│   └── Users.ts
├── globals/Header.ts
├── hooks/slugify.ts
└── payload.config.ts

Type Generation

Generate types after schema changes:

// payload.config.ts
export default buildConfig({
  typescript: { outputFile: 'payload-types.ts' },
})

// Usage
import type { Post, User } from '@/payload-types'

Getting Payload Instance

// In API routes
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
export default async function Page() {
  const payload = await getPayload({ config })
  const { docs } = await payload.find({ collection: 'posts' })
  return <div>{docs.map(p => <h1 key={p.id}>{p.title}</h1>)}</div>
}

Common Field Types

// Text
{ name: 'title', type: 'text', required: true }

// Relationship
{ name: 'author', type: 'relationship', relationTo: 'users' }

// Rich text
{ name: 'content', type: 'richText' }

// Select
{ name: 'status', type: 'select', options: ['draft', 'published'] }

// Upload
{ name: 'image', type: 'upload', relationTo: 'media' }

// Array
{
  name: 'tags',
  type: 'array',
  fields: [{ name: 'tag', type: 'text' }],
}

// Blocks (polymorphic content)
{
  name: 'layout',
  type: 'blocks',
  blocks: [HeroBlock, ContentBlock, CTABlock],
}

Decision Framework

When choosing between approaches:

ScenarioApproach
Data transformation before savebeforeChange hook
Data transformation after readafterRead hook
Enforce business rulesAccess control function
Complex validationvalidate function on field
Computed display valueVirtual field with afterRead
Related docs listjoin field type
Side effects (email, webhook)afterChange hook with context guard
Database-level constraintField with unique: true or index: true

Quality Checks

Good Payload code:

  • All Local API calls with user context use overrideAccess: false
  • All hook operations pass req for transaction integrity
  • Recursive hooks use context flags
  • Types generated and imported from payload-types.ts
  • Access control functions are typed with Access type
  • Collections have meaningful admin.useAsTitle set

Reference Documentation

For detailed patterns, see:

  • references/fields.md - All field types, validation, conditional logic
  • references/collections.md - Auth, uploads, drafts, live preview
  • references/hooks.md - Hook lifecycle, context, patterns
  • references/access-control.md - RBAC, row-level, field-level
  • references/queries.md - Operators, Local/REST/GraphQL APIs
  • references/advanced.md - Jobs, plugins, localization

Resources

FAQ

What does the payload-cms skill do?

Use when working with Payload CMS projects (payload.config.ts, collections, fields, hooks, access control, Payload API). Triggers on tasks involving: collection definitions, field configurations, hooks, access control, database queries, custom endpoints, authentication, file uploads, drafts/versions, live preview, or plugin development. Also use when debugging validation errors, security issues, relationship queries, transactions, or hook behavior.

How do I install payload-cms?

Run npx skills add https://github.com/connorads/dotfiles --skill payload-cms in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/payload-cms/ (personal) or .claude/skills/payload-cms/ (project).

Which AI agents can use payload-cms?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is payload-cms safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains payload-cms?

It is published by connorads in connorads/dotfiles. It has 240 recorded installs.

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