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Onboarding

Onboarding (macOS app)

Page order (current)

  1. Welcome + security notice
  2. Gateway selection (Local / Remote / Configure later)
  3. Auth (Anthropic OAuth) — local only
  4. Setup Wizard (Gateway‑driven)
  5. Permissions (TCC prompts)
  6. CLI (optional)
  7. Onboarding chat (dedicated session)
  8. Ready

1) Welcome + security notice

2) Local vs Remote

  • Local (this Mac): onboarding can run OAuth flows and write credentials locally.
  • Remote (over SSH/Tailnet): onboarding does not run OAuth locally; credentials must exist on the gateway host.
  • Configure later: skip setup and leave the app unconfigured.
  • The wizard now generates a token even for loopback, so local WS clients must authenticate.
  • If you disable auth, any local process can connect; use that only on fully trusted machines.
  • Use a token for multi‑machine access or non‑loopback binds.

3) Local-only auth (Anthropic OAuth)

  • Opens the browser for OAuth (PKCE)
  • Asks the user to paste the code#state value
  • Writes credentials to ~/.openclaw/credentials/oauth.json

4) Setup Wizard (Gateway‑driven)

5) Permissions

  • Notifications
  • Accessibility
  • Screen Recording
  • Microphone / Speech Recognition
  • Automation (AppleScript)

6) CLI (optional)

7) Onboarding chat (dedicated session)

Agent bootstrap ritual

  • Seeds AGENTS.md, BOOTSTRAP.md, IDENTITY.md, USER.md
  • Runs a short Q&A ritual (one question at a time)
  • Writes identity + preferences to IDENTITY.md, USER.md, SOUL.md
  • Removes BOOTSTRAP.md when finished so it only runs once

Optional: Gmail hooks (manual)

text
openclaw webhooks gmail setup --account you@gmail.com

Remote mode notes

  • ~/.openclaw/credentials/oauth.json
  • ~/.openclaw/agents/<agentId>/agent/auth-profiles.json