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179 lines
6.3 KiB
Markdown
179 lines
6.3 KiB
Markdown
---
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summary: "Advanced setup and development workflows for OpenClaw"
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read_when:
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- Setting up a new machine
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- You want "latest + greatest" without breaking your personal setup
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title: "Setup"
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---
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<Note>
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If you are setting up for the first time, start with [Getting Started](/start/getting-started).
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For onboarding details, see [Onboarding (CLI)](/start/wizard).
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</Note>
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## TL;DR
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Pick a setup workflow based on how often you want updates and whether you want to run the Gateway yourself:
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- **Tailoring lives outside the repo:** keep your config and workspace in `~/.openclaw/openclaw.json` and `~/.openclaw/workspace/` so repo updates don't touch them.
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- **Stable workflow (recommended for most):** install the macOS app and let it run the bundled Gateway.
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- **Bleeding edge workflow (dev):** run the Gateway yourself via `pnpm gateway:watch`, then let the macOS app attach in Local mode.
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## Prereqs (from source)
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- Node 24 recommended (Node 22 LTS, currently `22.14+`, still supported)
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- `pnpm` required for source checkouts. OpenClaw loads bundled plugins from the
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`extensions/*` pnpm workspace packages in dev mode, so root `npm install` does
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not prepare the full source tree.
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- Docker (optional; only for containerized setup/e2e - see [Docker](/install/docker))
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## Tailoring strategy (so updates do not hurt)
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If you want "100% tailored to me" _and_ easy updates, keep your customization in:
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- **Config:** `~/.openclaw/openclaw.json` (JSON/JSON5-ish)
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- **Workspace:** `~/.openclaw/workspace` (skills, prompts, memories; make it a private git repo)
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Bootstrap once:
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```bash
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openclaw setup
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```
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From inside this repo, use the local CLI entry:
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```bash
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openclaw setup
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```
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If you don't have a global install yet, run it via `pnpm openclaw setup`.
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## Run the Gateway from this repo
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After `pnpm build`, you can run the packaged CLI directly:
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```bash
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node openclaw.mjs gateway --port 18789 --verbose
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```
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## Stable workflow (macOS app first)
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1. Install + launch **OpenClaw.app** (menu bar).
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2. Complete the onboarding/permissions checklist (TCC prompts).
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3. Ensure Gateway is **Local** and running (the app manages it).
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4. Link surfaces (example: WhatsApp):
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```bash
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openclaw channels login
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```
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5. Sanity check:
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```bash
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openclaw health
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```
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If onboarding is not available in your build:
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- Run `openclaw setup`, then `openclaw channels login`, then start the Gateway manually (`openclaw gateway`).
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## Bleeding edge workflow (Gateway in a terminal)
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Goal: work on the TypeScript Gateway, get hot reload, keep the macOS app UI attached.
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### 0) (Optional) Run the macOS app from source too
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If you also want the macOS app on the bleeding edge:
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```bash
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./scripts/restart-mac.sh
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```
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### 1) Start the dev Gateway
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```bash
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pnpm install
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# First run only (or after resetting local OpenClaw config/workspace)
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pnpm openclaw setup
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pnpm gateway:watch
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```
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`gateway:watch` starts or restarts the Gateway watch process in a named tmux
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session and auto-attaches from interactive terminals. Non-interactive shells stay
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detached and print `tmux attach -t openclaw-gateway-watch-main`; use
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`OPENCLAW_GATEWAY_WATCH_ATTACH=0 pnpm gateway:watch` to keep an interactive run
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detached, or `pnpm gateway:watch:raw` for foreground watch mode. The watcher
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reloads on relevant source, config, and bundled-plugin metadata changes. If the
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watched Gateway exits during startup, `gateway:watch` runs
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`openclaw doctor --fix --non-interactive` once and retries; set
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`OPENCLAW_GATEWAY_WATCH_AUTO_DOCTOR=0` to disable that dev-only repair pass.
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`pnpm openclaw setup` is the one-time local config/workspace initialization step for a fresh checkout.
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`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.
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### 2) Point the macOS app at your running Gateway
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In **OpenClaw.app**:
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- Connection Mode: **Local**
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The app will attach to the running gateway on the configured port.
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### 3) Verify
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- In-app Gateway status should read **"Using existing gateway …"**
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- Or via CLI:
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```bash
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openclaw health
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```
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### Common footguns
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- **Wrong port:** Gateway WS defaults to `ws://127.0.0.1:18789`; keep app + CLI on the same port.
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- **Where state lives:**
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- Channel/provider state: `~/.openclaw/credentials/`
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- Model auth profiles: `~/.openclaw/agents/<agentId>/agent/auth-profiles.json`
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- Sessions: `~/.openclaw/agents/<agentId>/sessions/`
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- Logs: `/tmp/openclaw/`
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## Credential storage map
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Use this when debugging auth or deciding what to back up:
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- **WhatsApp**: `~/.openclaw/credentials/whatsapp/<accountId>/creds.json`
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- **Telegram bot token**: config/env or `channels.telegram.tokenFile` (regular file only; symlinks rejected)
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- **Discord bot token**: config/env or SecretRef (env/file/exec providers)
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- **Slack tokens**: config/env (`channels.slack.*`)
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- **Pairing allowlists**:
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- `~/.openclaw/credentials/<channel>-allowFrom.json` (default account)
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- `~/.openclaw/credentials/<channel>-<accountId>-allowFrom.json` (non-default accounts)
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- **Model auth profiles**: `~/.openclaw/agents/<agentId>/agent/auth-profiles.json`
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- **File-backed secrets payload (optional)**: `~/.openclaw/secrets.json`
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- **Legacy OAuth import**: `~/.openclaw/credentials/oauth.json`
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More detail: [Security](/gateway/security#credential-storage-map).
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## Updating (without wrecking your setup)
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- Keep `~/.openclaw/workspace` and `~/.openclaw/` as "your stuff"; don't put personal prompts/config into the `openclaw` repo.
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- Updating source: `git pull` + `pnpm install` + keep using `pnpm gateway:watch`.
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## Linux (systemd user service)
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Linux installs use a systemd **user** service. By default, systemd stops user
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services on logout/idle, which kills the Gateway. Onboarding attempts to enable
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lingering for you (may prompt for sudo). If it's still off, run:
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```bash
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sudo loginctl enable-linger $USER
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```
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For always-on or multi-user servers, consider a **system** service instead of a
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user service (no lingering needed). See [Gateway runbook](/gateway) for the systemd notes.
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## Related docs
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- [Gateway runbook](/gateway) (flags, supervision, ports)
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- [Gateway configuration](/gateway/configuration) (config schema + examples)
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- [Discord](/channels/discord) and [Telegram](/channels/telegram) (reply tags + replyToMode settings)
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- [OpenClaw assistant setup](/start/openclaw)
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- [macOS app](/platforms/macos) (gateway lifecycle)
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