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Source-grounded rewrite of 529 published docs pages with per-unit information-loss verification: 1,713 factual corrections cited to src/**, generated surfaces regenerated, frontmatter titles preserved for i18n, release notes pages untouched. All docs gates green. Closes #100141
375 lines
18 KiB
Markdown
375 lines
18 KiB
Markdown
---
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summary: "Step-by-step behavior for openclaw onboard: what each step does, config it writes, and internals"
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read_when:
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- You need detailed behavior for a specific openclaw onboard step
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- You are debugging onboarding results or integrating onboarding clients
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title: "CLI setup reference"
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sidebarTitle: "CLI reference"
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---
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This page covers step-by-step onboarding behavior, outputs, and internals.
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For a walkthrough, see [Onboarding (CLI)](/start/wizard). For the full CLI flag
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reference (every `--flag`, non-interactive examples, provider-specific
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commands), see [`openclaw onboard`](/cli/onboard).
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## What the wizard does
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Local mode (default) walks you through:
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- Model and auth setup (Anthropic, OpenAI Code subscription OAuth, xAI, OpenCode, custom endpoints, and more provider-owned auth flows)
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- Workspace location and bootstrap files
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- Gateway settings (port, bind, auth, Tailscale)
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- Channels and providers (Discord, Feishu, Google Chat, iMessage, Mattermost, Microsoft Teams, QQ Bot, Signal, Slack, Telegram, WhatsApp, and other bundled or plugin channels)
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- Web search provider (optional)
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- Daemon install (LaunchAgent, systemd user unit, or native Windows Scheduled Task with Startup-folder fallback)
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- Health check
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- Skills setup
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Remote mode configures this machine to connect to a Gateway elsewhere. It does
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not install or modify anything on the remote host.
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## Local flow details
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<Steps>
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<Step title="Existing config detection">
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- If `~/.openclaw/openclaw.json` exists, choose **Keep current values**, **Review and update**, or **Reset before setup**.
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- Re-running the wizard does not wipe anything unless you explicitly choose Reset (or pass `--reset`).
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- CLI `--reset` defaults to `config+creds+sessions`; use `--reset-scope full` to also remove the workspace.
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- If config is invalid or contains legacy keys, the wizard stops and asks you to run `openclaw doctor` before continuing.
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- Reset moves state to Trash (never deletes directly) and offers scopes:
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- Config only
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- Config + credentials + sessions
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- Full reset (also removes the workspace)
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</Step>
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<Step title="Model and auth">
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- Full option matrix is in [Auth and model options](#auth-and-model-options).
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</Step>
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<Step title="Workspace">
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- Default `~/.openclaw/workspace` (configurable).
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- Seeds workspace files needed for first-run bootstrap.
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- Workspace layout: [Agent workspace](/concepts/agent-workspace).
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</Step>
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<Step title="Gateway">
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- Prompts for port, bind, auth mode, and Tailscale exposure.
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- Recommended: keep token auth enabled even for loopback so local WS clients must authenticate.
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- In token mode, interactive setup offers:
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- **Generate/store plaintext token** (default)
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- **Use SecretRef** (opt-in)
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- In password mode, interactive setup also supports plaintext or SecretRef storage.
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- Non-interactive token SecretRef path: `--gateway-token-ref-env <ENV_VAR>`.
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- Requires a non-empty env var in the onboarding process environment.
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- Cannot be combined with `--gateway-token`.
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- Disable auth only if you fully trust every local process.
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- Non-loopback binds still require auth.
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</Step>
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<Step title="Channels">
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- [WhatsApp](/channels/whatsapp): optional QR login
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- [Telegram](/channels/telegram): bot token
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- [Discord](/channels/discord): bot token
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- [Google Chat](/channels/googlechat): service account JSON + webhook audience
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- [Mattermost](/channels/mattermost): bot token + base URL
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- [Signal](/channels/signal): optional `signal-cli` install + account config
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- [iMessage](/channels/imessage): `imsg` CLI path + Messages DB access; use an SSH wrapper when the Gateway runs off-Mac
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- DM security: default is pairing. First DM sends a code; approve via
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`openclaw pairing approve <channel> <code>` or use allowlists.
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</Step>
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<Step title="Web search">
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- Pick a provider (Brave, DuckDuckGo, Exa, Firecrawl, Gemini, Grok, Kimi, MiniMax Search, Ollama Web Search, Perplexity, SearXNG, Tavily) or skip.
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- Skip this step with `--skip-search`; reconfigure later with `openclaw configure --section web`.
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</Step>
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<Step title="Daemon install">
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- macOS: LaunchAgent
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- Requires logged-in user session; for headless, use a custom LaunchDaemon (not shipped).
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- Linux and Windows via WSL2: systemd user unit
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- Wizard attempts `loginctl enable-linger <user>` so gateway stays up after logout.
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- May prompt for sudo (writes `/var/lib/systemd/linger`); it tries without sudo first.
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- Native Windows: Scheduled Task first
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- If task creation is denied, OpenClaw falls back to a per-user Startup-folder login item and starts the gateway immediately.
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- Scheduled Tasks remain preferred because they provide better supervisor status.
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- Runtime selection: only Node is offered interactively. Bun can corrupt memory on WhatsApp/Telegram reconnect and is not a supported daemon runtime for those channels; pass `--daemon-runtime bun` only outside that combination.
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</Step>
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<Step title="Health check">
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- Starts gateway (if needed) and runs `openclaw health`.
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- `openclaw status --deep` adds the live gateway health probe to status output, including channel probes when supported.
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</Step>
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<Step title="Skills">
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- Reads available skills and checks requirements.
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- Lets you choose node manager: npm, pnpm, or bun.
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- Installs optional dependencies for trusted bundled skills when the required
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installer is available.
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- Skips unavailable Homebrew, uv, and Go installers, then groups the affected
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skills with manual setup guidance. Run `openclaw doctor` after installing
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the missing prerequisites.
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</Step>
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<Step title="Finish">
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- Summary and next steps, including iOS, Android, and macOS app options.
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</Step>
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</Steps>
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<Note>
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If no GUI is detected, the wizard prints SSH port-forward instructions for the Control UI instead of opening a browser.
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If Control UI assets are missing, the wizard attempts to build them; fallback is `pnpm ui:build` (auto-installs UI deps).
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</Note>
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## Remote mode details
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Remote mode configures this machine to connect to a Gateway elsewhere. It does
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not install or modify anything on the remote host.
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What you set:
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- Remote gateway URL (`ws://...` or `wss://...`)
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- Token, password, or no auth, matching the remote Gateway's configuration
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<Steps>
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<Step title="Discovery (optional)">
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If `dns-sd` (macOS) or `avahi-browse` (Linux) is available, onboarding
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offers to search for Bonjour/mDNS gateway beacons before falling back to
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manual URL entry. Wide-area DNS-SD discovery is also attempted when
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configured. Docs: [Gateway discovery](/gateway/discovery), [Bonjour](/gateway/bonjour).
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</Step>
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<Step title="Connection method">
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When a beacon is selected, choose direct WebSocket or an SSH tunnel:
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- **Direct**: connects over `wss://` and prompts to trust the discovered
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TLS fingerprint (trust-on-first-use pinning; only pinned if you accept).
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- **SSH tunnel**: prints an `ssh -N -L 18789:127.0.0.1:18789 <user>@<host>`
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command to run first, then connects to the local tunnel endpoint.
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</Step>
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<Step title="Auth">
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Choose token (recommended), password, or no auth, then optionally store it
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as a SecretRef instead of plaintext.
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</Step>
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</Steps>
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<Note>
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If the gateway is loopback-only and not discoverable, use SSH tunneling or a tailnet manually.
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Plaintext `ws://` is accepted for loopback, private IP literals, `.local`, and Tailnet `*.ts.net` URLs; other private-DNS names need `OPENCLAW_ALLOW_INSECURE_PRIVATE_WS=1`.
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</Note>
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## Auth and model options
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<AccordionGroup>
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<Accordion title="Anthropic API key">
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Uses `ANTHROPIC_API_KEY` if present or prompts for a key, then saves it for daemon use.
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</Accordion>
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<Accordion title="Anthropic Claude CLI">
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Preferred local path in interactive onboarding/configure; reuses an existing Claude CLI sign-in when available.
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</Accordion>
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<Accordion title="OpenAI Code subscription (OAuth)">
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Browser flow; paste `code#state`.
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Sets `agents.defaults.model` to `openai/gpt-5.5` through the Codex runtime when model is unset or already OpenAI-family.
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</Accordion>
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<Accordion title="OpenAI Code subscription (device pairing)">
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Browser pairing flow with a short-lived device code.
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Sets `agents.defaults.model` to `openai/gpt-5.5` through the Codex runtime when model is unset or already OpenAI-family.
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</Accordion>
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<Accordion title="OpenAI API key">
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Uses `OPENAI_API_KEY` if present or prompts for a key, then stores the credential in auth profiles.
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Sets `agents.defaults.model` to `openai/gpt-5.5` when model is unset, `openai/*`, or legacy Codex model refs.
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</Accordion>
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<Accordion title="xAI (Grok) OAuth">
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Browser sign-in for eligible SuperGrok or X Premium accounts. This is the
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recommended xAI path for most users. OpenClaw stores the resulting auth
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profile for Grok models, Grok `web_search`, `x_search`, and `code_execution`.
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</Accordion>
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<Accordion title="xAI (Grok) device code">
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Remote-friendly browser sign-in with a short code instead of a localhost
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callback. Use this from SSH, Docker, or VPS hosts.
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</Accordion>
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<Accordion title="xAI (Grok) API key">
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Prompts for `XAI_API_KEY` and configures xAI as a model provider. Use this
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when you want an xAI Console API key instead of subscription OAuth.
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</Accordion>
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<Accordion title="OpenCode">
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Prompts for `OPENCODE_API_KEY` (or `OPENCODE_ZEN_API_KEY`) and lets you choose the Zen or Go catalog (one API key covers both).
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Setup URL: [opencode.ai/auth](https://opencode.ai/auth).
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</Accordion>
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<Accordion title="API key (generic)">
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Stores the key for you.
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</Accordion>
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<Accordion title="Vercel AI Gateway">
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Prompts for `AI_GATEWAY_API_KEY`.
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More detail: [Vercel AI Gateway](/providers/vercel-ai-gateway).
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</Accordion>
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<Accordion title="Cloudflare AI Gateway">
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Prompts for account ID, gateway ID, and `CLOUDFLARE_AI_GATEWAY_API_KEY`.
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More detail: [Cloudflare AI Gateway](/providers/cloudflare-ai-gateway).
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</Accordion>
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<Accordion title="MiniMax">
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Config is auto-written. Hosted default is `MiniMax-M3`; API-key setup uses
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`minimax/...`, and OAuth setup uses `minimax-portal/...`.
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More detail: [MiniMax](/providers/minimax).
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</Accordion>
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<Accordion title="StepFun">
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Config is auto-written for StepFun standard or Step Plan on China or global endpoints.
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Standard currently includes `step-3.5-flash`, and Step Plan also includes `step-3.5-flash-2603`.
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More detail: [StepFun](/providers/stepfun).
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</Accordion>
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<Accordion title="Synthetic (Anthropic-compatible)">
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Prompts for `SYNTHETIC_API_KEY`.
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More detail: [Synthetic](/providers/synthetic).
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</Accordion>
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<Accordion title="Ollama (Cloud and local open models)">
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Prompts for `Cloud + Local`, `Cloud only`, or `Local only` first.
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`Cloud only` uses `OLLAMA_API_KEY` with `https://ollama.com`.
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The host-backed modes prompt for base URL (default `http://127.0.0.1:11434`), discover available models, and suggest defaults.
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`Cloud + Local` also checks whether that Ollama host is signed in for cloud access.
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More detail: [Ollama](/providers/ollama).
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</Accordion>
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<Accordion title="Moonshot and Kimi Coding">
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Moonshot (Kimi K2) and Kimi Coding configs are auto-written.
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More detail: [Moonshot AI (Kimi + Kimi Coding)](/providers/moonshot).
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</Accordion>
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<Accordion title="Custom provider">
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Works with OpenAI-compatible, OpenAI Responses-compatible, and Anthropic-compatible endpoints.
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Interactive onboarding supports the same API key storage choices as other provider API key flows:
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- **Paste API key now** (plaintext)
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- **Use secret reference** (env ref or configured provider ref, with preflight validation)
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Onboarding infers image support for common vision model IDs (GPT-4o/4.1/5.x, Claude 3/4, Gemini, Qwen-VL, LLaVA, Pixtral, and similar) and only asks when the model name is unknown.
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Non-interactive flags:
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- `--auth-choice custom-api-key`
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- `--custom-base-url`
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- `--custom-model-id`
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- `--custom-api-key` (optional; falls back to `CUSTOM_API_KEY`)
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- `--custom-provider-id` (optional)
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- `--custom-compatibility <openai|openai-responses|anthropic>` (optional; default `openai`)
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- `--custom-image-input` / `--custom-text-input` (optional; override inferred model input capability)
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</Accordion>
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<Accordion title="Skip">
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Leaves auth unconfigured.
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</Accordion>
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</AccordionGroup>
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Model behavior:
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- Pick default model from detected options, or enter provider and model manually.
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- When onboarding starts from a provider auth choice, the model picker prefers
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that provider automatically. For Volcengine and BytePlus, the same preference
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also matches their coding-plan variants (`volcengine-plan/*`,
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`byteplus-plan/*`).
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- If that preferred-provider filter would be empty, the picker falls back to
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the full catalog instead of showing no models.
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- Wizard runs a model check and warns if the configured model is unknown or missing auth.
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Credential and profile paths:
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- Auth profiles (API keys + OAuth): `~/.openclaw/agents/<agentId>/agent/auth-profiles.json`
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- Legacy OAuth import: `~/.openclaw/credentials/oauth.json`
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Credential storage mode:
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- Default onboarding behavior persists API keys as plaintext values in auth profiles.
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- `--secret-input-mode ref` enables reference mode instead of plaintext key storage.
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In interactive setup, you can choose either:
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- environment variable ref (for example `keyRef: { source: "env", provider: "default", id: "OPENAI_API_KEY" }`)
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- configured provider ref (`file` or `exec`) with provider alias + id
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- Interactive reference mode runs a fast preflight validation before saving.
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- Env refs: validates variable name + non-empty value in the current onboarding environment.
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- Provider refs: validates provider config and resolves the requested id.
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- If preflight fails, onboarding shows the error and lets you retry.
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- In non-interactive mode, `--secret-input-mode ref` is env-backed only.
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- Set the provider env var in the onboarding process environment.
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- Inline key flags (for example `--openai-api-key`) require that env var to be set; otherwise onboarding fails fast.
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- For custom providers, non-interactive `ref` mode stores `models.providers.<id>.apiKey` as `{ source: "env", provider: "default", id: "CUSTOM_API_KEY" }`.
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- In that custom-provider case, `--custom-api-key` requires `CUSTOM_API_KEY` to be set; otherwise onboarding fails fast.
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- Gateway auth credentials support plaintext and SecretRef choices in interactive setup:
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- Token mode: **Generate/store plaintext token** (default) or **Use SecretRef**.
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- Password mode: plaintext or SecretRef.
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- Non-interactive token SecretRef path: `--gateway-token-ref-env <ENV_VAR>`.
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- Existing plaintext setups continue to work unchanged.
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<Note>
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Headless and server tip: complete OAuth on a machine with a browser, then copy
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that agent's `auth-profiles.json` (for example
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`~/.openclaw/agents/<agentId>/agent/auth-profiles.json`, or the matching
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`$OPENCLAW_STATE_DIR/...` path) to the gateway host. `credentials/oauth.json`
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is only a legacy import source.
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</Note>
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## Outputs and internals
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Typical fields in `~/.openclaw/openclaw.json`:
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- `agents.defaults.workspace`
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- `agents.defaults.skipBootstrap` when `--skip-bootstrap` is passed
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- `agents.defaults.model` / `models.providers` (if Minimax chosen)
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- `tools.profile` (local onboarding defaults to `"coding"` when unset; existing explicit values are preserved)
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- `gateway.*` (mode, bind, auth, tailscale)
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- `session.dmScope` (local onboarding defaults this to `per-channel-peer` when unset; existing explicit values are preserved)
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- `channels.telegram.botToken`, `channels.discord.token`, `channels.matrix.*`, `channels.signal.*`, `channels.imessage.*`
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- Channel allowlists (Discord, iMessage, Signal, Slack, Telegram, WhatsApp) when you opt in during prompts; Discord and Slack also resolve entered names to IDs
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- `skills.install.nodeManager`
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- The `setup --node-manager` flag accepts `npm`, `pnpm`, or `bun`.
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- Manual config can still set `skills.install.nodeManager: "yarn"` later.
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- `wizard.lastRunAt`
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- `wizard.lastRunVersion`
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- `wizard.lastRunCommit`
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- `wizard.lastRunCommand`
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- `wizard.lastRunMode`
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- `wizard.securityAcknowledgedAt`
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`openclaw agents add` writes `agents.list[]` and optional `bindings`.
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WhatsApp credentials go under `~/.openclaw/credentials/whatsapp/<accountId>/`.
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Sessions are stored under `~/.openclaw/agents/<agentId>/sessions/`.
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<Note>
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Some channels are delivered as plugins. When selected during setup, the wizard
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prompts to install the plugin (npm or local path) before channel configuration.
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</Note>
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## Non-interactive setup
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`--non-interactive` requires `--accept-risk` (acknowledges that agents are
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powerful and full system access is risky):
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```bash
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openclaw onboard --non-interactive --accept-risk \
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--auth-choice apiKey \
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--anthropic-api-key "$ANTHROPIC_API_KEY"
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```
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Full flag reference and provider-specific examples: [`openclaw onboard`](/cli/onboard), [CLI automation](/start/wizard-cli-automation).
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## Gateway wizard RPC
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- `wizard.start`
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- `wizard.next`
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- `wizard.cancel`
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- `wizard.status`
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Clients (macOS app and Control UI) can render steps without re-implementing onboarding logic.
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## Signal setup behavior
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- Downloads the appropriate release asset from the official `signal-cli` GitHub releases (native build, Linux x86-64 only)
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- On other platforms (macOS, non-x64 Linux), installs via Homebrew instead
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- Stores the release-asset install under `~/.openclaw/tools/signal-cli/<version>/`
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- Writes `channels.signal.cliPath` in config
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- Native Windows is not supported yet; run onboarding inside WSL2 to get the Linux install path
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## Related docs
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- Onboarding hub: [Onboarding (CLI)](/start/wizard)
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- Automation and scripts: [CLI Automation](/start/wizard-cli-automation)
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- Command reference: [`openclaw onboard`](/cli/onboard)
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