Files
openclaw/docs/start/setup.md
Peter Steinberger f91de52f0d refactor: move runtime state to SQLite
* refactor: remove stale file-backed shims

* fix: harden sqlite state ci boundaries

* refactor: store matrix idb snapshots in sqlite

* fix: satisfy rebased CI guardrails

* refactor: store current conversation bindings in sqlite table

* refactor: store tui last sessions in sqlite table

* refactor: reset sqlite schema history

* refactor: drop unshipped sqlite table migration

* refactor: remove plugin index file rollback

* refactor: drop unshipped sqlite sidecar migrations

* refactor: remove runtime commitments kv migration

* refactor: preserve kysely sync result types

* refactor: drop unshipped sqlite schema migration table

* test: keep session usage coverage sqlite-backed

* refactor: keep sqlite migration doctor-only

* refactor: isolate device legacy imports

* refactor: isolate push voicewake legacy imports

* refactor: isolate remaining runtime legacy imports

* refactor: tighten sqlite migration guardrails

* test: cover sqlite persisted enum parsing

* refactor: isolate legacy update and tui imports

* refactor: tighten sqlite state ownership

* refactor: move legacy imports behind doctor

* refactor: remove legacy session row lookup

* refactor: canonicalize memory transcript locators

* refactor: drop transcript path scope fallbacks

* refactor: drop runtime legacy session delivery pruning

* refactor: store tts prefs only in sqlite

* refactor: remove cron store path runtime

* refactor: use cron sqlite store keys

* refactor: rename telegram message cache scope

* refactor: read memory dreaming status from sqlite

* refactor: rename cron status store key

* refactor: stop remembering transcript file paths

* test: use sqlite locators in agent fixtures

* refactor: remove file-shaped commitments and cron store surfaces

* refactor: keep compaction transcript handles out of session rows

* refactor: derive transcript handles from session identity

* refactor: derive runtime transcript handles

* refactor: remove gateway session locator reads

* refactor: remove transcript locator from session rows

* refactor: store raw stream diagnostics in sqlite

* refactor: remove file-shaped transcript rotation

* refactor: hide legacy trajectory paths from runtime

* refactor: remove runtime transcript file bridges

* refactor: repair database-first rebase fallout

* refactor: align tests with database-first state

* refactor: remove transcript file handoffs

* refactor: sync post-compaction memory by transcript scope

* refactor: run codex app-server sessions by id

* refactor: bind codex runtime state by session id

* refactor: pass memory transcripts by sqlite scope

* refactor: remove transcript locator cleanup leftovers

* test: remove stale transcript file fixtures

* refactor: remove transcript locator test helper

* test: make cron sqlite keys explicit

* test: remove cron runtime store paths

* test: remove stale session file fixtures

* test: use sqlite cron keys in diagnostics

* refactor: remove runtime delivery queue backfill

* test: drop fake export session file mocks

* refactor: rename acp session read failure flag

* refactor: rename acp row session key

* refactor: remove session store test seams

* refactor: move legacy session parser tests to doctor

* refactor: reindex managed memory in place

* refactor: drop stale session store wording

* refactor: rename session row helpers

* refactor: rename sqlite session entry modules

* refactor: remove transcript locator leftovers

* refactor: trim file-era audit wording

* refactor: clean managed media through sqlite

* fix: prefer explicit agent for exports

* fix: use prepared agent for session resets

* fix: canonicalize legacy codex binding import

* test: rename state cleanup helper

* docs: align backup docs with sqlite state

* refactor: drop legacy Pi usage auth fallback

* refactor: move legacy auth profile imports to doctor

* refactor: keep Pi model discovery auth in memory

* refactor: remove MSTeams legacy learning key fallback

* refactor: store model catalog config in sqlite

* refactor: use sqlite model catalog at runtime

* refactor: remove model json compatibility aliases

* refactor: store auth profiles in sqlite

* refactor: seed copied auth profiles in sqlite

* refactor: make auth profile runtime sqlite-addressed

* refactor: migrate hermes secrets into sqlite auth store

* refactor: move plugin install config migration to doctor

* refactor: rename plugin index audit checks

* test: drop auth file assumptions

* test: remove legacy transcript file assertions

* refactor: drop legacy cli session aliases

* refactor: store skill uploads in sqlite

* refactor: keep subagent attachments in sqlite vfs

* refactor: drop subagent attachment cleanup state

* refactor: move legacy session aliases to doctor

* refactor: require node 24 for sqlite state runtime

* refactor: move provider caches into sqlite state

* fix: harden virtual agent filesystem

* refactor: enforce database-first runtime state

* refactor: rename compaction transcript rotation setting

* test: clean sqlite refactor test types

* refactor: consolidate sqlite runtime state

* refactor: model session conversations in sqlite

* refactor: stop deriving cron delivery from session keys

* refactor: stop classifying sessions from key shape

* refactor: hydrate announce targets from typed delivery

* refactor: route heartbeat delivery from typed sqlite context

* refactor: tighten typed sqlite session routing

* refactor: remove session origin routing shadow

* refactor: drop session origin shadow fixtures

* perf: query sqlite vfs paths by prefix

* refactor: use typed conversation metadata for sessions

* refactor: prefer typed session routing metadata

* refactor: require typed session routing metadata

* refactor: resolve group tool policy from typed sessions

* refactor: delete dead session thread info bridge

* Show Codex subscription reset times in channel errors (#80456)

* feat(plugin-sdk): consolidate session workflow APIs

* fix(agents): allow read-only agent mount reads

* [codex] refresh plugin regression fixtures

* fix(agents): restore compaction gateway logs

* test: tighten gateway startup assertions

* Redact persisted secret-shaped payloads [AI] (#79006)

* test: tighten device pair notify assertions

* test: tighten hermes secret assertions

* test: assert matrix client error shapes

* test: assert config compat warnings

* fix(heartbeat): remap cron-run exec events to session keys (#80214)

* fix(codex): route btw through native side threads

* fix(auth): accept friendly OpenAI order for Codex profiles

* fix(codex): rotate auth profiles inside harness

* fix: keep browser status page probe within timeout

* test: assert agents add outputs

* test: pin cron read status

* fix(agents): avoid Pi resource discovery stalls

Co-authored-by: dataCenter430 <titan032000@gmail.com>

* fix: retire timed-out codex app-server clients

* test: tighten qa lab runtime assertions

* test: check security fix outputs

* test: verify extension runtime messages

* feat(wake): expose typed sessionKey on wake protocol + system event CLI

* fix(gateway): await session_end during shutdown drain and track channel + compaction lifecycle paths (#57790)

* test: guard talk consult call helper

* fix(codex): scale context engine projection (#80761)

* fix(codex): scale context engine projection

* fix: document Codex context projection scaling

* fix: document Codex context projection scaling

* fix: document Codex context projection scaling

* fix: document Codex context projection scaling

* chore: align Codex projection changelog

* chore: realign Codex projection changelog

* fix: isolate Codex projection patch

---------

Co-authored-by: Eva (agent) <eva+agent-78055@100yen.org>
Co-authored-by: Josh Lehman <josh@martian.engineering>

* refactor: move agent runtime state toward piless

* refactor: remove cron session reaper

* refactor: move session management to sqlite

* refactor: finish database-first state migration

* chore: refresh generated sqlite db types

* refactor: remove stale file-backed shims

* test: harden kysely type coverage

# Conflicts:
#	.agents/skills/kysely-database-access/SKILL.md
#	src/infra/kysely-sync.types.test.ts
#	src/proxy-capture/store.sqlite.test.ts
#	src/state/openclaw-agent-db.test.ts
#	src/state/openclaw-state-db.test.ts

* refactor: remove cron store path runtime

* refactor: keep compaction transcript handles out of session rows

* refactor: derive embedded transcripts from sqlite identity

* refactor: remove embedded transcript locator handoff

* refactor: remove runtime transcript file bridges

* refactor: remove transcript file handoffs

* refactor: remove MSTeams legacy learning key fallback

* refactor: store model catalog config in sqlite

* refactor: use sqlite model catalog at runtime

# Conflicts:
#	docs/cli/secrets.md
#	docs/gateway/authentication.md
#	docs/gateway/secrets.md

* fix: keep oauth sibling sync sqlite-local

# Conflicts:
#	src/commands/onboard-auth.test.ts

* refactor: remove task session store maintenance

# Conflicts:
#	src/commands/tasks.ts

* refactor: keep diagnostics in state sqlite

* refactor: enforce database-first runtime state

* refactor: consolidate sqlite runtime state

* Show Codex subscription reset times in channel errors (#80456)

* fix(codex): refresh subscription limit resets

* fix(codex): format reset times for channels

* Update CHANGELOG with latest changes and fixes

Updated CHANGELOG with recent fixes and improvements.

* fix(codex): keep command load failures on codex surface

* fix(codex): format account rate limits as rows

* fix(codex): summarize account limits as usage status

* fix(codex): simplify account limit status

* test: tighten subagent announce queue assertion

* test: tighten session delete lifecycle assertions

* test: tighten cron ops assertions

* fix: track cron execution milestones

* test: tighten hermes secret assertions

* test: assert matrix sync store payloads

* test: assert config compat warnings

* fix(codex): align btw side thread semantics

* fix(codex): honor codex fallback blocking

* fix(agents): avoid Pi resource discovery stalls

* test: tighten codex event assertions

* test: tighten cron assertions

* Fix Codex app-server OAuth harness auth

* refactor: move agent runtime state toward piless

* refactor: move device and push state to sqlite

* refactor: move runtime json state imports to doctor

* refactor: finish database-first state migration

* chore: refresh generated sqlite db types

* refactor: clarify cron sqlite store keys

* refactor: remove stale file-backed shims

* refactor: bind codex runtime state by session id

* test: expect sqlite trajectory branch export

* refactor: rename session row helpers

* fix: keep legacy device identity import in doctor

* refactor: enforce database-first runtime state

* refactor: consolidate sqlite runtime state

* build: align pi contract wrappers

* chore: repair database-first rebase

* refactor: remove session file test contracts

* test: update gateway session expectations

* refactor: stop routing from session compatibility shadows

* refactor: stop persisting session route shadows

* refactor: use typed delivery context in clients

* refactor: stop echoing session route shadows

* refactor: repair embedded runner rebase imports

# Conflicts:
#	src/agents/pi-embedded-runner/run/attempt.tool-call-argument-repair.ts

* refactor: align pi contract imports

* refactor: satisfy kysely sync helper guard

* refactor: remove file transcript bridge remnants

* refactor: remove session locator compatibility

* refactor: remove session file test contracts

* refactor: keep rebase database-first clean

* refactor: remove session file assumptions from e2e

* docs: clarify database-first goal state

* test: remove legacy store markers from sqlite runtime tests

* refactor: remove legacy store assumptions from runtime seams

* refactor: align sqlite runtime helper seams

* test: update memory recall sqlite audit mock

* refactor: align database-first runtime type seams

* test: clarify doctor cron legacy store names

* fix: preserve sqlite session route projections

* test: fix copilot token cache test syntax

* docs: update database-first proof status

* test: align database-first test fixtures

* docs: update database-first proof status

* refactor: clean extension database-first drift

* test: align agent session route proof

* test: clarify doctor legacy path fixtures

* chore: clean database-first changed checks

* chore: repair database-first rebase markers

* build: allow baileys git subdependency

* chore: repair exp-vfs rebase drift

* chore: finish exp-vfs rebase cleanup

* chore: satisfy rebase lint drift

* chore: fix qqbot rebase type seam

* chore: fix rebase drift leftovers

* fix: keep auth profile oauth secrets out of sqlite

* fix: repair rebase drift tests

* test: stabilize pairing request ordering

* test: use source manifests in plugin contract checks

* fix: restore gateway session metadata after rebase

* fix: repair database-first rebase drift

* fix: clean up database-first rebase fallout

* test: stabilize line quick reply receipt time

* fix: repair extension rebase drift

* test: keep transcript redaction tests sqlite-backed

* fix: carry injected transcript redaction through sqlite

* chore: clean database branch rebase residue

* fix: repair database branch CI drift

* fix: repair database branch CI guard drift

* fix: stabilize oauth tls preflight test

* test: align database branch fast guards

* test: repair build artifact boundary guards

* chore: clean changelog rebase markers

---------

Co-authored-by: pashpashpash <nik@vault77.ai>
Co-authored-by: Eva <eva@100yen.org>
Co-authored-by: stainlu <stainlu@newtype-ai.org>
Co-authored-by: Jason Zhou <jason.zhou.design@gmail.com>
Co-authored-by: Ruben Cuevas <hi@rubencu.com>
Co-authored-by: Pavan Kumar Gondhi <pavangondhi@gmail.com>
Co-authored-by: Shakker <shakkerdroid@gmail.com>
Co-authored-by: Kaspre <36520309+Kaspre@users.noreply.github.com>
Co-authored-by: dataCenter430 <titan032000@gmail.com>
Co-authored-by: Kaspre <kaspre@gmail.com>
Co-authored-by: pandadev66 <nova.full.stack@outlook.com>
Co-authored-by: Eva <admin@100yen.org>
Co-authored-by: Eva (agent) <eva+agent-78055@100yen.org>
Co-authored-by: Josh Lehman <josh@martian.engineering>
Co-authored-by: jeffjhunter <support@aipersonamethod.com>
2026-05-13 13:15:12 +01:00

6.2 KiB

summary, read_when, title
summary read_when title
Advanced setup and development workflows for OpenClaw
Setting up a new machine
You want "latest + greatest" without breaking your personal setup
Setup
If you are setting up for the first time, start with [Getting Started](/start/getting-started). For onboarding details, see [Onboarding (CLI)](/start/wizard).

TL;DR

Pick a setup workflow based on how often you want updates and whether you want to run the Gateway yourself:

  • Tailoring lives outside the repo: keep your config and workspace in ~/.openclaw/openclaw.json and ~/.openclaw/workspace/ so repo updates don't touch them.
  • Stable workflow (recommended for most): install the macOS app and let it run the bundled Gateway.
  • Bleeding edge workflow (dev): run the Gateway yourself via pnpm gateway:watch, then let the macOS app attach in Local mode.

Prereqs (from source)

  • Node 24 or newer
  • pnpm required for source checkouts. OpenClaw loads bundled plugins from the extensions/* pnpm workspace packages in dev mode, so root npm install does not prepare the full source tree.
  • Docker (optional; only for containerized setup/e2e - see Docker)

Tailoring strategy (so updates do not hurt)

If you want "100% tailored to me" and easy updates, keep your customization in:

  • Config: ~/.openclaw/openclaw.json (JSON/JSON5-ish)
  • Workspace: ~/.openclaw/workspace (skills, prompts, memories; make it a private git repo)

Bootstrap once:

openclaw setup

From inside this repo, use the local CLI entry:

openclaw setup

If you don't have a global install yet, run it via pnpm openclaw setup.

Run the Gateway from this repo

After pnpm build, you can run the packaged CLI directly:

node openclaw.mjs gateway --port 18789 --verbose

Stable workflow (macOS app first)

  1. Install + launch OpenClaw.app (menu bar).
  2. Complete the onboarding/permissions checklist (TCC prompts).
  3. Ensure Gateway is Local and running (the app manages it).
  4. Link surfaces (example: WhatsApp):
openclaw channels login
  1. Sanity check:
openclaw health

If onboarding is not available in your build:

  • Run openclaw setup, then openclaw channels login, then start the Gateway manually (openclaw gateway).

Bleeding edge workflow (Gateway in a terminal)

Goal: work on the TypeScript Gateway, get hot reload, keep the macOS app UI attached.

0) (Optional) Run the macOS app from source too

If you also want the macOS app on the bleeding edge:

./scripts/restart-mac.sh

1) Start the dev Gateway

pnpm install
# First run only (or after resetting local OpenClaw config/workspace)
pnpm openclaw setup
pnpm gateway:watch

gateway:watch starts or restarts the Gateway watch process in a named tmux session and auto-attaches from interactive terminals. Non-interactive shells stay detached and print tmux attach -t openclaw-gateway-watch-main; use OPENCLAW_GATEWAY_WATCH_ATTACH=0 pnpm gateway:watch to keep an interactive run detached, or pnpm gateway:watch:raw for foreground watch mode. The watcher reloads on relevant source, config, and bundled-plugin metadata changes. If the watched Gateway exits during startup, gateway:watch runs openclaw doctor --fix --non-interactive once and retries; set OPENCLAW_GATEWAY_WATCH_AUTO_DOCTOR=0 to disable that dev-only repair pass. pnpm openclaw setup is the one-time local config/workspace initialization step for a fresh checkout. pnpm gateway:watch does not rebuild dist/control-ui, so rerun pnpm ui:build after ui/ changes or use pnpm ui:dev while developing the Control UI.

2) Point the macOS app at your running Gateway

In OpenClaw.app:

  • Connection Mode: Local The app will attach to the running gateway on the configured port.

3) Verify

  • In-app Gateway status should read "Using existing gateway …"
  • Or via CLI:
openclaw health

Common footguns

  • Wrong port: Gateway WS defaults to ws://127.0.0.1:18789; keep app + CLI on the same port.
  • Where state lives:
    • Channel/provider state: ~/.openclaw/credentials/
    • Model auth profiles: ~/.openclaw/state/openclaw.sqlite#table/auth_profile_stores/<agentDir>
    • Sessions: ~/.openclaw/agents/<agentId>/agent/openclaw-agent.sqlite
    • Logs: /tmp/openclaw/

Credential storage map

Use this when debugging auth or deciding what to back up:

  • WhatsApp: ~/.openclaw/credentials/whatsapp/<accountId>/creds.json
  • Telegram bot token: config/env or channels.telegram.tokenFile (regular file only; symlinks rejected)
  • Discord bot token: config/env or SecretRef (env/file/exec providers)
  • Slack tokens: config/env (channels.slack.*)
  • Pairing allowlists: ~/.openclaw/state/openclaw.sqlite#table/channel_pairing_allow_entries
  • Model auth profiles: ~/.openclaw/state/openclaw.sqlite#table/auth_profile_stores/<agentDir>
  • File-backed secrets payload (optional): ~/.openclaw/secrets.json
  • Legacy OAuth import: ~/.openclaw/credentials/oauth.json More detail: Security.

Updating (without wrecking your setup)

  • Keep ~/.openclaw/workspace and ~/.openclaw/ as "your stuff"; don't put personal prompts/config into the openclaw repo.
  • Updating source: git pull + pnpm install + keep using pnpm gateway:watch.

Linux (systemd user service)

Linux installs use a systemd user service. By default, systemd stops user services on logout/idle, which kills the Gateway. Onboarding attempts to enable lingering for you (may prompt for sudo). If it's still off, run:

sudo loginctl enable-linger $USER

For always-on or multi-user servers, consider a system service instead of a user service (no lingering needed). See Gateway runbook for the systemd notes.