Files
openclaw-openclaw/docs/cli/crestodian.md
Peter Steinberger e2a112a556 feat(onboard): guided CLI onboarding with live AI verification and classic fallback (#101880)
* feat(onboard): guided CLI onboarding with live AI verification and classic fallback

Interactive `openclaw onboard` (and bare `openclaw` on a fresh install) now
runs a guided flow with macOS-app parity: detect existing AI access, live-test
candidates with a real completion before persisting anything, walk down the
ladder on failure with mapped reasons, and offer verified manual API-key entry
from installed provider manifests (masked input). In-flow escapes: classic
wizard, Crestodian chat, skip-AI. Classic wizard gains an optional post-auth
live verification step. `--classic`, `--modern`, and `--non-interactive`
contracts unchanged. Docs corrected for post-#99935 routing.

Closes #101851

* improve(onboard): quiet probe diagnostics in wizard TTY, carry risk ack into classic escape

Candidate live-tests during guided setup are probes: rename their run id and
lane to the existing probe conventions (logging/subsystem.ts console
suppression, command-queue quiet probe lanes) so expected failures stop
leaking raw diagnostics into the Clack UI; file diagnostics unchanged. The
classic-wizard escape now passes the already-collected risk acknowledgement
through instead of re-prompting in the same session.

* fix(onboard): quiet the session-derived setup-inference probe lane too

The live-test run enqueues on two lanes: the explicit probe lane and one
derived from its temp session key. Extend the shared quiet-probe predicate to
cover the derived lane so a failing candidate cannot leak lane-task
diagnostics into the wizard TTY.

* improve(onboard): suppress subsystem console output during wizard live tests

Provider-transport subsystem loggers (model-fetch start/response, transport
errors) carry no run id, so probe suppression cannot catch them and a failing
candidate printed raw log lines into the Clack TTY. Reuse the TUI console
subsystem-filter seam via a finally-safe scoped helper around guided
activation and the classic live-verify; file logging is unchanged and the
gateway (macOS app) surface is unaffected.

* fix(onboard): never auto-replace a configured model when its live check fails

The re-run verification probe executes outside the configured workspace (setup
never runs workspace plugins), so a workspace-backed current model can fail
the check while working fine in the agent. Stop the auto ladder on an
existing-model failure and hand the decision to the manual stage instead of
silently persisting a different candidate as the default. Docs note the
fail-safe and the workspace caveat.

* feat(onboard): two-way switching between Crestodian chat and the menu wizards

From the chat, `open setup wizard`, `open classic wizard`, and `open channel
wizard for <channel>` hand off to the guided flow, the classic wizard, or the
masked `channels add` wizard after the chat TUI tears down (mirrors the
open-tui handoff; gateway surface gets a text pointer instead). The hosted
channel wizard no longer dead-ends at sensitive steps — it offers the switch
and remembers the channel. New read-only `channel info <channel>` operation
and ring-zero action surface label, blurb, configured state, and the real
docs URL from channel-setup discovery so the assistant can explain Slack or
Telegram prerequisites instead of guessing; both prompts instruct it to use
them. `channels add --channel <id>` now preselects the channel. Docs cover
the interchangeable flows.

* fix(onboard): avoid param reassignment in open-setup handoff

* improve(onboard): separate ask-about vs connect intent in channel prompt guidance

Live test showed the agent detouring an explicit connect request through
channel_info because the guidance said to consult it first. Both prompts now
distinguish asking about a channel (channel info + docs link) from asking to
connect (connect right away).

* fix(channels): mark channel token entry as sensitive input

The shared single-token prompt lacked sensitive:true, so terminal wizards
echoed pasted channel tokens and the Crestodian chat bridge (which refuses
plain-text secrets based on this flag) hosted the Telegram token step in
visible chat. Found live-testing the chat-to-wizard switch; pre-existing on
main but load-bearing for the masked-wizard contract this PR documents.

* fix(onboard): restore terminal state around the guided flow's TUI launch

Mirror the classic finalize handoff so the chat TUI never inherits the wizard
prompter's raw/paused terminal state on the default first-run path.

* fix(channels): type the token prompter mock for the sensitive-flag assertion

* fix(gateway): map the TUI-only open-setup action to none for app clients

Engine-side surface gating already prevents open-setup replies on the gateway
surface; this keeps the client-visible action enum stable even if that gate
ever regresses. (Reviewed with the switching round; missed in its commit.)

* docs: regenerate docs map for onboarding page changes
2026-07-09 12:40:55 +01:00

16 KiB

summary, read_when, title
summary read_when title
CLI reference and security model for Crestodian, the configless-safe setup and repair helper
You run openclaw with no command after setup and want to understand Crestodian
You need a configless-safe way to inspect or repair OpenClaw
You are designing or enabling message-channel rescue mode
Crestodian

openclaw crestodian

Crestodian is OpenClaw's local setup, repair, and configuration helper. It stays reachable when the normal agent path is broken: it can run when openclaw.json is missing or invalid, the Gateway is down, plugin command registration is unavailable, or no agent is configured yet.

When it starts

Running openclaw with no subcommand routes based on config state:

  • Config missing, or exists with no authored settings (empty, or only $schema/meta keys): starts guided onboarding with live AI verification.
  • Config exists but fails validation: starts Crestodian.
  • Config exists and is valid: opens the normal agent TUI (against a reachable configured Gateway, or locally if none is reachable). Use /crestodian inside the TUI, or run openclaw crestodian directly, to reach Crestodian.

Running openclaw crestodian always starts Crestodian explicitly, regardless of config state. openclaw --help and openclaw --version keep their normal fast paths.

Noninteractive bare openclaw (no TTY) exits with a short message instead of printing root help: it points to non-interactive onboarding on a fresh install, to openclaw crestodian --message "status" when config is invalid, or to openclaw agent --local ... when config is valid.

openclaw onboard --modern starts Crestodian directly. Plain openclaw onboard starts guided onboarding; openclaw onboard --classic opens the full step-by-step wizard.

What Crestodian shows

Interactive Crestodian opens the same TUI shell as openclaw tui, with a Crestodian chat backend. The startup greeting covers:

  • config validity and the default agent
  • the model or deterministic planner path Crestodian is using
  • Gateway reachability from the first startup probe
  • the next recommended debug action

It does not dump secrets or load plugin CLI commands just to start.

Use status for the detailed inventory: config path, docs/source paths, local CLI probes, key/token presence, agents, model, and Gateway details.

Crestodian uses the same reference discovery as regular agents: in a Git checkout it points at local docs/ and the source tree; in an npm install it uses bundled docs and links to https://github.com/openclaw/openclaw, with guidance to check source when docs are not enough.

Examples

openclaw
openclaw crestodian
openclaw crestodian --json
openclaw crestodian --message "models"
openclaw crestodian --message "validate config"
openclaw crestodian --message "setup workspace ~/Projects/work model openai/gpt-5.5" --yes
openclaw crestodian --message "set default model openai/gpt-5.5" --yes
openclaw onboard --modern

Inside the Crestodian TUI:

status
health
doctor
doctor fix
validate config
setup
setup workspace ~/Projects/work model openai/gpt-5.5
config set gateway.port 19001
config set-ref gateway.auth.token env OPENCLAW_GATEWAY_TOKEN
gateway status
restart gateway
agents
create agent work workspace ~/Projects/work
models
configure model provider
set default model openai/gpt-5.5
channels
channel info slack
connect slack
open setup wizard
open classic wizard
open channel wizard for slack
plugins list
plugins search slack
plugin install clawhub:openclaw-codex-app-server
plugin uninstall openclaw-codex-app-server
talk to work agent
talk to agent for ~/Projects/work
audit
quit

Operations and approval

Crestodian uses typed operations instead of editing config ad hoc.

Read-only operations run immediately: show overview, list agents, list installed plugins, search ClawHub plugins, show model/backend status, run status/health checks, check Gateway reachability, run doctor without interactive fixes, validate config, show the audit-log path.

Starting guided channel setup (connect telegram) or model-provider setup (configure model provider) also runs immediately. Each wizard collects explicit answers and owns the resulting writes.

Persistent, require conversational approval (or --yes for a direct command): write config, config set, config set-ref, setup/onboarding bootstrap, change the default model, start/stop/restart the Gateway, create agents, install or uninstall plugins, run doctor repairs that rewrite config or state.

Approval is given in your own words: unambiguous replies ("yes", "sure", "go ahead", "not now") resolve from a closed deterministic list, and anything else is judged by a separate host-run model call that sees only your message and the pending proposal — never by the conversation model itself, which cannot self-approve. Ambiguous replies keep the proposal pending and the conversation asks again. When no model is usable, only the closed deterministic list applies.

Applied writes are recorded in ~/.openclaw/audit/crestodian.jsonl. Discovery is not audited; only applied operations and writes are.

Channel setup can run as a hosted conversation until it reaches a secret. The local Crestodian TUI does not accept sensitive wizard answers because terminal chat input is visible. It offers open channel wizard immediately, carrying the selected channel into the masked terminal wizard; you can also run openclaw channels add --channel <channel> later.

Switching to the menu wizards

The local chat can hand control back to any terminal menu flow:

open setup wizard
open classic wizard
open channel wizard for slack
channel info slack

open setup wizard opens guided onboarding. open classic wizard opens the full classic setup. open channel wizard for <channel> opens masked channel setup after the chat TUI closes. Use channel info <channel> first for the channel label, setup state, prerequisites summary, and docs link.

Model-provider setup uses the same provider/auth and default-model steps as openclaw onboard. In the local Crestodian TUI, approval exits the chat shell, runs those steps with masked terminal prompts, and then resumes Crestodian. A gateway/app chat that supports sensitive replies hosts the same steps inline.

Setup bootstrap

setup is the chat-first onboarding bootstrap. It writes only through typed config operations and asks for approval first.

setup
setup workspace ~/Projects/work
setup workspace ~/Projects/work model openai/gpt-5.5

When no model is configured, setup picks the first usable backend in this order and tells you what it chose:

  1. Existing explicit model, if already configured.
  2. OPENAI_API_KEY -> openai/gpt-5.5
  3. ANTHROPIC_API_KEY -> anthropic/claude-opus-4-8
  4. Claude Code CLI -> claude-cli/claude-opus-4-8
  5. Codex -> openai/gpt-5.5 through the Codex app-server harness
  6. Gemini CLI -> google-gemini-cli/gemini-3.1-pro-preview

If none are available, setup still writes the workspace and Gateway configuration, then asks whether to configure a model provider. Accepting opens the normal onboarding provider/auth and default-model steps. Declining leaves Crestodian in deterministic mode; exact setup and repair commands still work, but the normal agent cannot answer until a provider and default model are configured. Run configure model provider later to reopen the provider flow.

The macOS app drives the same ladder through the crestodian.setup.detect and crestodian.setup.activate gateway methods: detect lists every reusable backend it finds, activate live-tests one candidate (a real "reply with OK" completion) and only persists the model, workspace, and gateway defaults after the test passes. A failing candidate never changes config; the app automatically walks down the ladder and finally offers a manual key/token step populated from the Gateway's active text-inference provider plugins. The selected provider owns its starter model and config, and the credential is verified the same way before it is saved.

AI conversation

Interactive Crestodian is AI-only: every message — including ones that look like typed commands — runs through the same embedded agent loop as regular OpenClaw agents, restricted to one ring-zero crestodian tool that wraps the typed operations. Read actions run freely, mutations require your conversational approval for that exact operation (see Operations and approval), and every applied write is audited and re-validated. The agent session persists, so the custodian has real multi-turn memory. It first uses the configured OpenClaw model; with no usable model it falls back to a local runtime already present on the machine, in setup-ladder order:

  • Claude Code CLI: claude-cli/claude-opus-4-8 (agent loop; the ring-zero tool is served over MCP, see the trust model below)
  • Codex app-server harness: openai/gpt-5.5 (agent loop with an enforced single-tool allow-list)
  • Gemini CLI: google-gemini-cli/gemini-3.1-pro-preview (agent loop; ring-zero tool over MCP)

When the agent loop is unavailable, Crestodian degrades to a bounded single-turn planner, and only without any usable model at all to deterministic typed commands. The planner cannot mutate config directly; it must translate the request into one of Crestodian's typed commands, and normal approval/audit rules apply. Crestodian prints the model it used and the interpreted command before running anything. Fallback planner turns are temporary, tool-disabled where the runtime supports it, and use a temporary workspace/session.

The typed command grammar is anchored: a message either matches a command exactly or it is conversation. Questions and natural phrasing ("why did my gateway stop?") never trigger operations — they are answered by the AI.

One secret-hygiene exception: an exact config set on a sensitive path (tokens, keys, passwords) never reaches a model. It runs on the deterministic path with a redacted proposal, and the value is masked in the AI-visible history. Prefer config set-ref <path> env <ENV_VAR> for secrets.

Message-channel rescue mode never uses the model-assisted planner. Remote rescue stays deterministic so a broken or compromised normal agent path cannot be used as a config editor.

CLI harness trust model

Embedded runtimes and the Codex app-server harness enforce the ring-zero restriction directly: the run carries a tool allow-list with only the crestodian tool. CLI harnesses (Claude Code, Gemini CLI) cannot enforce an OpenClaw tool allow-list — the CLI owns its native tools and its own permission policy, so OpenClaw fails closed if asked to restrict one. For CLI-harness models Crestodian instead:

  • injects a dedicated MCP server that serves only the crestodian tool and replaces OpenClaw's normal MCP tool surface for the run (for Claude Code the generated config is applied with --strict-mcp-config, so no other MCP servers are loaded),
  • keeps every config mutation inside the tool's approval and audit contract — reads run freely, writes require your conversational yes, and every applied write is audited and re-validated,
  • leaves native tools (file reads, shell) to the harness. They follow the same permission posture as normal OpenClaw agent runs on this machine: with OpenClaw's default exec settings Claude Code runs with permissions bypassed, and a restricted tools.exec config falls back to the CLI's own permission policy.

Only Crestodian sessions get the crestodian MCP server; normal agent runs never see this tool. Treat a Crestodian session on a CLI-harness model like a normal local agent run on the same host: the ring-zero tool adds an audited, approval-gated path for config repair, but it does not prevent the harness's native tools from touching files directly. The Codex app-server fallback and API-key models enforce the strict single-tool loop; prefer those when you want the hard restriction.

Switching to an agent

Use a natural-language selector to leave Crestodian and open the normal TUI:

talk to agent
talk to work agent
switch to main agent

openclaw tui, openclaw chat, and openclaw terminal open the normal agent TUI directly; they do not start Crestodian. After switching into the normal TUI, /crestodian returns to Crestodian, optionally with a follow-up request:

/crestodian
/crestodian restart gateway

Message rescue mode

Message rescue mode is the message-channel entrypoint for Crestodian: use it when your normal agent is dead but a trusted channel (for example WhatsApp) still receives commands.

Supported command: /crestodian <request>. Rescue accepts the exact typed command grammar only — natural language is rejected with a hint, never guessed into an operation, and no model is ever consulted.

You, in a trusted owner DM: /crestodian status
OpenClaw: Crestodian rescue mode. Gateway reachable: no. Config valid: no.
You: /crestodian restart gateway
OpenClaw: Plan: restart the Gateway. Reply /crestodian yes to apply.
You: /crestodian yes
OpenClaw: Applied. Audit entry written.

Agent creation can also be queued locally or via rescue:

create agent work workspace ~/Projects/work model openai/gpt-5.5
/crestodian create agent work workspace ~/Projects/work

Remote rescue is an admin surface and must be treated like remote config repair, not normal chat.

Security contract for remote rescue:

  • Disabled when sandboxing is active for the agent/session; Crestodian refuses remote rescue and points to local CLI repair.
  • Default effective state is auto: allow remote rescue only in trusted YOLO operation, where the runtime already has unsandboxed local authority (tools.exec.security resolves to full and tools.exec.ask resolves to off, with sandbox mode off).
  • Requires an explicit owner identity; no wildcard sender rules, open group policy, unauthenticated webhooks, or anonymous channels.
  • Owner DMs only by default; group/channel rescue needs explicit opt-in.
  • Plugin search and list are read-only. Plugin install is always local-only (blocked in rescue, even when otherwise enabled) because it downloads executable code. Plugin uninstall can be approved as a persistent rescue operation.
  • Remote rescue cannot open the local TUI or switch into an interactive agent session; use local openclaw for agent handoff.
  • Persistent writes still require approval, even in rescue mode.
  • Every applied rescue operation is audited. Message-channel rescue records channel, account, sender, and source-address metadata; config-mutating operations also record config hashes before and after.
  • Secrets are never echoed. SecretRef inspection reports availability, not values.
  • If the Gateway is alive, rescue prefers Gateway typed operations; if it is dead, rescue uses only the minimal local repair surface that does not depend on the normal agent loop.

Config shape:

{
  "crestodian": {
    "rescue": {
      "enabled": "auto",
      "ownerDmOnly": true,
      "pendingTtlMinutes": 15,
    },
  },
}
  • enabled: "auto" (default) allows rescue only when the effective runtime is YOLO and sandboxing is off; false never allows message-channel rescue; true explicitly allows rescue when owner/channel checks pass (still subject to the sandboxing denial).
  • ownerDmOnly: restrict rescue to owner direct messages. Default true.
  • pendingTtlMinutes: how long a pending rescue write stays open for /crestodian yes approval before expiring. Default 15.

Remote rescue is covered by the Docker lane:

pnpm test:docker:crestodian-rescue

Configless local planner fallback is covered by:

pnpm test:docker:crestodian-planner

An opt-in live channel command-surface smoke checks /crestodian status plus a persistent approval roundtrip through the rescue handler:

pnpm test:live:crestodian-rescue-channel

Configless setup through explicit Crestodian commands is covered by:

pnpm test:docker:crestodian-first-run

That lane starts with an empty state dir, verifies the modern onboard Crestodian entrypoint, sets the default model, creates an additional agent, configures Discord through a plugin enablement plus token SecretRef, validates config, and checks the audit log. QA Lab has a repo-backed scenario for the same Ring 0 flow:

pnpm openclaw qa suite --scenario crestodian-ring-zero-setup