Managing Payload Cms

---
name: managing-payload-cms
description: |
  Use when working with Payload Cms — payload CMS management covering collection
  inventory, global configuration, access control analysis, media library
  monitoring, version and draft tracking, and webhook status. Use when reviewing
  content schemas, investigating access control issues, monitoring content
  publishing workflows, or auditing collection configurations.
connection_type: payload-cms
preload: false
---

# Payload CMS Management Skill

Manage and monitor Payload CMS collections, globals, access control, and content workflows.

## MANDATORY: Discovery-First Pattern

**Always list collections and globals before querying specific documents.**

### Phase 1: Discovery

```bash
#!/bin/bash

PAYLOAD_API="${PAYLOAD_URL}/api"

payload_api() {
    curl -s -H "Authorization: JWT $PAYLOAD_API_TOKEN" \
         -H "Content-Type: application/json" \
         "${PAYLOAD_API}/${1}"
}

echo "=== Payload Server ==="
payload_api "" | jq '{initialized: .initialized}'

echo ""
echo "=== Collections ==="
# Collections are defined in config -- query each known endpoint
for collection in users media pages posts; do
    RESULT=$(payload_api "${collection}?limit=0" 2>/dev/null)
    TOTAL=$(echo "$RESULT" | jq '.totalDocs // 0' 2>/dev/null)
    if [ "$TOTAL" != "0" ] || [ "$TOTAL" != "" ]; then
        echo -e "${collection}\t${TOTAL} docs"
    fi
done | column -t

echo ""
echo "=== Users ==="
payload_api "users?limit=30" | jq -r '
    .docs[] |
    "\(.id)\t\(.email)\t\(.role // "user")\t\(.createdAt[:10])"
' | column -t | head -20

echo ""
echo "=== Globals ==="
for global in site-settings navigation footer; do
    RESULT=$(payload_api "globals/${global}" 2>/dev/null)
    if echo "$RESULT" | jq -e '.id' >/dev/null 2>&1; then
        echo -e "${global}\tupdated: $(echo $RESULT | jq -r '.updatedAt[:10] // "unknown"')"
    fi
done | column -t
```

### Phase 2: Analysis

```bash
#!/bin/bash

echo "=== Recent Content Activity ==="
for collection in pages posts; do
    payload_api "${collection}?limit=5&sort=-updatedAt" | jq -r --arg col "$collection" '
        .docs[]? |
        "\($col)\t\(.id)\t\(._status // "published")\t\(.updatedAt[:10])"
    '
done | column -t | head -20

echo ""
echo "=== Draft Content ==="
for collection in pages posts; do
    payload_api "${collection}?where[_status][equals]=draft&limit=10" | jq -r --arg col "$collection" '
        .docs[]? |
        "\($col)\t\(.id)\t\(.title // .name // "untitled")\tDRAFT"
    '
done | column -t | head -15

echo ""
echo "=== Media Library ==="
payload_api "media?limit=1" | jq '{total_files: .totalDocs}'
payload_api "media?limit=5&sort=-createdAt" | jq -r '
    .docs[] |
    "\(.filename)\t\(.filesize // 0)\t\(.mimeType)\t\(.createdAt[:10])"
' | column -t

echo ""
echo "=== Version History (latest) ==="
for collection in pages posts; do
    payload_api "${collection}?limit=3&sort=-updatedAt&draft=true" | jq -r --arg col "$collection" '
        .docs[]? |
        "\($col)\t\(.id)\tv\(._version // "?")\t\(._status // "published")"
    '
done | column -t | head -10
```

## Output Rules
- **TOKEN EFFICIENCY**: Target <=50 lines per output
- Collection slugs must be known in advance -- Payload has no collection discovery endpoint
- Never dump full document content -- extract status, dates, and metadata

## Output Format

Present results as a structured report:
```
Managing Payload Cms Report
═══════════════════════════
Resources discovered: [count]

Resource       Status    Key Metric    Issues
──────────────────────────────────────────────
[name]         [ok/warn] [value]       [findings]

Summary: [total] resources | [ok] healthy | [warn] warnings | [crit] critical
Action Items: [list of prioritized findings]
```

Target ≤50 lines of output. Use tables for multi-resource comparisons.

## Anti-Hallucination Rules

1. **NEVER assume resource names** — always discover via CLI/API in Phase 1 before referencing in Phase 2.
2. **NEVER fabricate metric names or dimensions** — verify against the service documentation or `--help` output.
3. **NEVER mix CLI commands between service versions** — confirm which version/API you are targeting.
4. **ALWAYS use the discovery → verify → analyze chain** — every resource referenced must have been discovered first.
5. **ALWAYS handle empty results gracefully** — an empty response is valid data, not an error to retry.

## Counter-Rationalizations

| Shortcut | Counter | Why |
|----------|---------|-----|
| "I'll skip discovery and check known resources" | Always run Phase 1 discovery first | Resource names change, new resources appear — assumed names cause errors |
| "The user only asked for a quick check" | Follow the full discovery → analysis flow | Quick checks miss critical issues; structured analysis catches silent failures |
| "Default configuration is probably fine" | Audit configuration explicitly | Defaults often leave logging, security, and optimization features disabled |
| "Metrics aren't needed for this" | Always check relevant metrics when available | API/CLI responses show current state; metrics reveal trends and intermittent issues |
| "I don't have access to that" | Try the command and report the actual error | Assumed permission failures prevent useful investigation; actual errors are informative |

## Common Pitfalls

- **No collection discovery API**: Payload does not expose a list of collections via API -- refer to config
- **Draft system**: Collections with drafts enabled have _status field -- unpublished content is hidden from default queries
- **Access control**: Field-level and collection-level access control can restrict API responses silently
- **Hooks**: Before/after hooks run server-side and can modify data -- not visible via API
- **Upload collections**: Media collections require file upload handling -- check storage adapter config
- **Versions**: Version history can grow large -- consider auto-pruning old versions