Files
openclaw/docs/start/onboarding.md
Peter Steinberger 96f0983a85 fix(onboarding): skip setup for configured gateways and require inference first (#102883)
* fix(crestodian): keep onboarding RPCs restart-safe

* fix(profiles): isolate approval state migrations

* fix(crestodian): bypass configured gateway setup

* test(crestodian): type onboarding mocks

* fix(onboarding): require inference before Crestodian

* fix(onboarding): enforce verified inference handoff

* fix(macos): reset setup on gateway endpoint edits

* chore(i18n): refresh native source inventory

* fix(gateway): keep socket on request cancellation

* test(packaging): require workspace templates

* fix(onboarding): bind setup to verified inference

* fix(onboarding): align inference gate contracts

* fix(crestodian): classify concurrent policy rejection

* test(crestodian): expect registry restoration

* fix(onboarding): bind setup to configured gateways

* fix(codex): preserve startup phase deadlines

* test(crestodian): match fail-closed policy ordering

* test(onboarding): assert bound gateway handoff

* fix(codex): bind runtime resolution to spawn cwd

* test(crestodian): assert policy rejection order

* fix(cli): preserve gateway routing across restarts

* fix(macos): fail closed during gateway edits

* test(macos): cover gateway route generation races

* chore: keep release notes out of onboarding PR

* fix(ci): refresh onboarding generated checks

* style(swift): align gateway channel formatting

* fix(ci): refresh plugin SDK surface budgets

* fix(ci): resync native string inventory

* refactor(swift): split gateway channel support

* test(doctor): isolate plugin compatibility registry

* test(macos): isolate gateway onboarding fixtures

* test(macos): assert gateway lease health ordering

* fix(codex): reconcile computer-use startup changes
2026-07-11 10:25:14 -07:00

4.9 KiB

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First-run setup flow for OpenClaw (macOS app)
Designing the macOS onboarding assistant
Implementing auth or identity setup
Onboarding (macOS app) Onboarding: macOS App

The macOS app's first-run flow: pick where the Gateway runs, connect a verified AI backend, grant permissions, and hand off to the agent's own bootstrap ritual. For CLI onboarding and a comparison of both paths, see Onboarding Overview.

Security trust model:

  • By default, OpenClaw is a personal agent: one trusted operator boundary.
  • Shared/multi-user setups need lock-down: split trust boundaries, keep tool access minimal, and follow Security.
  • Local onboarding defaults new configs to tools.profile: "coding" so fresh setups keep filesystem/runtime tools without the unrestricted full profile.
  • If hooks/webhooks or other untrusted content feeds are enabled, use a strong modern model tier and keep strict tool policy/sandboxing.

Where does the Gateway run?

  • This Mac (Local only): onboarding configures auth and writes credentials locally.
  • Remote (over SSH/Tailnet): onboarding does not configure local auth; credentials must already exist on the gateway host. The remote gateway token field stores the token the macOS app uses to connect to that Gateway; existing gateway.remote.token SecretRef values are preserved until you replace them.
  • Configure later: skip setup and leave the app unconfigured.
**Gateway auth tip:**
  • Gateway auth mode defaults to token even for loopback binds, so local WS clients must authenticate.
  • Setting gateway.auth.mode: "none" lets any local process connect; use that only on fully trusted machines.
  • Use a token for multi-machine access or non-loopback binds.
Local setup installs the global `openclaw` CLI via npm, pnpm, or bun, preferring npm first. Node remains the recommended runtime for the Gateway itself. Existing compatible installations are reused. A connected Gateway that already has a configured agent model skips this page entirely and opens the normal agent UI. Crestodian and provider setup only run for a fresh or incomplete Gateway.

Once the Gateway is ready, onboarding looks for AI access you already have: a Claude Code or Codex login, or OPENAI_API_KEY / ANTHROPIC_API_KEY. The best option is tested with a real completion and only saved after it answers; when a test fails the app automatically tries the next option and shows why the previous one failed. If several options are found you can switch between them before continuing.

Gemini CLI remains available for normal agents after setup, but it is not offered here because it cannot enforce the tool-free inference probe.

If nothing is found (or nothing works), the manual key/token picker loads the Gateway's active text-inference provider plugins instead of using a fixed app list. The selected provider supplies its starter model and config; OpenClaw verifies the credential with the same live test before storing its auth profile. Next remains locked until one backend has passed, so the first agent chat cannot start without working inference. After that live check passes, Crestodian becomes available to help configure the remaining workspace, Gateway, channels, and other optional features; it is also available later under Settings → Crestodian.

Onboarding requests TCC permissions for: Automation (AppleScript), Notifications, Accessibility, Screen Recording, Microphone, Speech Recognition, Camera, and Location.

After inference passes, Crestodian owns the remaining optional setup and can hand you off to the normal agent chat. Finishing the permission walkthrough opens that same chat; the app does not create a workspace or launch a separate agent setup conversation before Crestodian. See [Bootstrapping](/start/bootstrapping) for what happens on the gateway host during the agent's first real turn.