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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

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---
summary: "Advanced setup and development workflows for OpenClaw"
read_when:
- Setting up a new machine
- You want "latest + greatest" without breaking your personal setup
title: "Setup"
---
<Note>
If you are setting up for the first time, start with [Getting Started](/start/getting-started).
For onboarding details, see [Onboarding (CLI)](/start/wizard).
</Note>
## 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](/install/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:
```bash
openclaw setup
```
From inside this repo, use the local CLI entry:
```bash
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:
```bash
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):
```bash
openclaw channels login
```
5. Sanity check:
```bash
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:
```bash
./scripts/restart-mac.sh
```
### 1) Start the dev Gateway
```bash
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:
```bash
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](/gateway/security#credential-storage-map).
## 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:
```bash
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](/gateway) for the systemd notes.
## Related docs
- [Gateway runbook](/gateway) (flags, supervision, ports)
- [Gateway configuration](/gateway/configuration) (config schema + examples)
- [Discord](/channels/discord) and [Telegram](/channels/telegram) (reply tags + replyToMode settings)
- [OpenClaw assistant setup](/start/openclaw)
- [macOS app](/platforms/macos) (gateway lifecycle)
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