Files
openclaw/docs/cli/onboard.md
Peter Steinberger a0354e5243 fix(onboarding): make fresh AI setup reliable and transparent (#103962)
* fix(onboarding): harden inference setup

* fix(mac): preserve setup request cancellation

* test(crestodian): align setup audit expectation

* test(crestodian): cover approval persistence warning

* fix(crestodian): preserve setup credentials and success

* chore(pr): leave changelog to release flow

* fix(onboarding): repair native CI gates
2026-07-10 23:44:53 +01:00

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summary, read_when, title
summary read_when title
CLI reference for `openclaw onboard` (interactive onboarding)
You want guided setup for gateway, workspace, auth, channels, and skills
Onboard

openclaw onboard

Guided setup that detects existing AI access, verifies it with a live completion, and configures the workspace and local Gateway. openclaw setup is the same entry point; openclaw setup --baseline only writes the baseline config/workspace.

Walkthrough of the interactive CLI flow. How OpenClaw onboarding fits together. Outputs, internals, and per-step behavior. Non-interactive flags and scripted setups. Onboarding flow for the macOS menu bar app.

Examples

openclaw onboard
openclaw onboard --classic
openclaw onboard --modern
openclaw onboard --flow quickstart
openclaw onboard --flow manual
openclaw onboard --flow import
openclaw onboard --import-from hermes --import-source ~/.hermes
openclaw onboard --skip-bootstrap
openclaw onboard --mode remote --remote-url wss://gateway-host:18789
  • --classic: opens the full step-by-step wizard.
  • --flow quickstart: opens the classic wizard with minimal prompts and auto-generates a gateway token.
  • --flow manual (alias advanced): opens the classic wizard with full prompts for port, bind, and auth.
  • --flow import: runs a detected migration provider (for example Hermes via --import-from hermes), previews the plan, then applies after confirmation. Import only runs against a fresh OpenClaw setup - reset config, credentials, sessions, and workspace state first if any exist. Use openclaw migrate for dry-run plans, overwrite mode, reports, and exact mappings.
  • --modern starts the Crestodian conversational setup/repair assistant.

Guided flow

Plain openclaw onboard starts the guided flow. It shows the security notice, asks for a workspace, detects AI access already available through configured models, API-key environment variables, and supported local CLIs, then tests the first detected candidate with a real completion. If that candidate fails, onboarding shows the reason and automatically tries the next usable candidate.

If automatic detection is exhausted, choose another detected candidate, enter a provider API key in a masked prompt, switch to the classic wizard, or skip AI setup for now. A manual key is tested through the same live completion path. OpenClaw persists the selected model, workspace, and QuickStart Gateway settings only after the test succeeds; a failed candidate does not replace the configured model or save the attempted credential. Until inference passes that live check, guided setup does not offer an AI chat or Crestodian. Explicit openclaw onboard --modern and openclaw crestodian remain available when you intentionally request the repair assistant. Channel credentials are always collected in a masked terminal wizard.

On a configured install, running openclaw onboard again verifies the current default model first, so the same flow acts as a verification and repair pass. If that check fails, the configured model is never replaced automatically — onboarding stops and asks how to continue. The check runs outside your workspace, so a model provided by a workspace plugin can fail here while still working in the agent. Use openclaw onboard --classic for provider-specific auth, channels, skills, remote Gateway setup, imports, or full Gateway controls. For conversational setup and repair, run openclaw crestodian; openclaw onboard --modern opens the same chat for onboarding. After configuring model/auth, the classic wizard can optionally verify the default model with a live completion; verification failure never blocks completion.

In an interactive terminal, bare openclaw (no subcommand) routes by config state:

  • If the active config file is missing or has no authored settings (empty or metadata-only), it starts guided onboarding.
  • If the config file exists but fails validation, it starts Crestodian for repair.
  • If the config file is valid, it opens the normal agent TUI, either locally or connected to a reachable configured Gateway. On a configured install, reach Crestodian with /crestodian inside the TUI or openclaw crestodian.

Plaintext ws:// is accepted for loopback, private IP literals, .local, and Tailnet *.ts.net gateway URLs. For other trusted private-DNS names, set OPENCLAW_ALLOW_INSECURE_PRIVATE_WS=1 in the onboarding process environment.

Reset

openclaw onboard --reset
openclaw onboard --reset --reset-scope full

--reset wipes state before running setup. --reset-scope controls how much: config (config only), config+creds+sessions (default when --reset is passed without a scope), or full (also resets the workspace). Workspace reset only happens with --reset-scope full.

Locale

Interactive onboarding uses the CLI wizard locale for fixed setup copy. Resolve order:

  1. OPENCLAW_LOCALE
  2. LC_ALL
  3. LC_MESSAGES
  4. LANG
  5. English fallback

Supported wizard locales are en, zh-CN, and zh-TW. Locale values may use underscore or POSIX suffix forms such as zh_CN.UTF-8. Product names, command names, config keys, URLs, provider IDs, model IDs, and plugin/channel labels remain literal.

OPENCLAW_LOCALE=zh-CN openclaw onboard

Non-interactive setup

--non-interactive requires --accept-risk (acknowledges that agents are powerful and full system access is risky). --mode defaults to local.

openclaw onboard --non-interactive \
  --auth-choice custom-api-key \
  --custom-base-url "https://llm.example.com/v1" \
  --custom-model-id "foo-large" \
  --custom-api-key "$CUSTOM_API_KEY" \
  --secret-input-mode plaintext \
  --custom-compatibility openai \
  --custom-image-input

--custom-api-key is optional; if omitted, onboarding checks CUSTOM_API_KEY in env. OpenClaw marks common vision model IDs (GPT-4o/4.1/5.x, Claude 3/4, Gemini, Qwen-VL, LLaVA, Pixtral, and similar) as image-capable automatically. Pass --custom-image-input for unknown custom vision IDs, or --custom-text-input to force text-only metadata. Use --custom-compatibility openai-responses for OpenAI-compatible endpoints that support /v1/responses but not /v1/chat/completions; valid values are openai (default), openai-responses, anthropic.

LM Studio also has a provider-specific key flag:

openclaw onboard --non-interactive \
  --auth-choice lmstudio \
  --custom-base-url "http://localhost:1234/v1" \
  --custom-model-id "qwen/qwen3.5-9b" \
  --lmstudio-api-key "$LM_API_TOKEN" \
  --accept-risk

Non-interactive Ollama:

openclaw onboard --non-interactive \
  --auth-choice ollama \
  --custom-base-url "http://ollama-host:11434" \
  --custom-model-id "qwen3.5:27b" \
  --accept-risk

--custom-base-url defaults to http://127.0.0.1:11434. --custom-model-id is optional; if omitted, onboarding uses Ollama's suggested defaults. Cloud model IDs such as kimi-k2.5:cloud also work here.

Store provider keys as refs instead of plaintext:

openclaw onboard --non-interactive \
  --auth-choice openai-api-key \
  --secret-input-mode ref \
  --accept-risk

With --secret-input-mode ref, onboarding writes env-backed refs instead of plaintext key values: for auth-profile-backed providers this writes keyRef: { source: "env", provider: "default", id: <envVar> }; for custom providers it writes models.providers.<id>.apiKey the same way (for example { source: "env", provider: "default", id: "CUSTOM_API_KEY" }). Contract: set the provider env var in the onboarding process environment (for example OPENAI_API_KEY) and do not also pass an inline key flag unless that env var is set - a flag value without the matching env var fails fast with guidance.

Gateway auth (non-interactive)

  • --gateway-auth token --gateway-token <token> stores a plaintext token. token is the default auth mode.
  • --gateway-auth token --gateway-token-ref-env <name> stores gateway.auth.token as an env SecretRef. Requires a non-empty env var of that name in the onboarding process environment.
  • --gateway-token and --gateway-token-ref-env are mutually exclusive.
  • With --install-daemon: a SecretRef-managed gateway.auth.token is validated but not persisted as resolved plaintext in supervisor service environment metadata; if the ref is unresolved, install fails closed with remediation guidance. If both gateway.auth.token and gateway.auth.password are configured and gateway.auth.mode is unset, install blocks until mode is set explicitly.
  • Local onboarding writes gateway.mode="local" into the config. A later config file missing gateway.mode indicates config damage or an incomplete manual edit, not a valid local-mode shortcut.
  • Local onboarding installs downloadable plugins the chosen setup path requires (for example a Codex or Copilot runtime plugin for those auth choices). Remote onboarding only writes connection info for the remote Gateway - it never installs local plugin packages.
  • --allow-unconfigured is a separate openclaw gateway run escape hatch; it does not let onboarding skip gateway.mode.
export OPENCLAW_GATEWAY_TOKEN="your-token"
openclaw onboard --non-interactive \
  --mode local \
  --auth-choice skip \
  --gateway-auth token \
  --gateway-token-ref-env OPENCLAW_GATEWAY_TOKEN \
  --accept-risk

Local gateway health

  • Unless you pass --skip-health, onboarding waits for a reachable local gateway before exiting successfully.
  • --install-daemon starts the managed gateway install path first. Without it, a local gateway must already be running (for example openclaw gateway run).
  • --skip-health skips the wait if you only want config/workspace/bootstrap writes in automation.
  • --skip-bootstrap sets agents.defaults.skipBootstrap: true and skips creating AGENTS.md, SOUL.md, TOOLS.md, IDENTITY.md, USER.md, HEARTBEAT.md, and BOOTSTRAP.md.
  • On native Windows, --install-daemon tries Scheduled Tasks first and falls back to a per-user Startup-folder login item if task creation is denied.

Interactive ref mode

  • Choose Use secret reference when prompted, then either Environment variable or a configured secret provider (file or exec).
  • Onboarding runs a fast preflight validation before saving the ref and lets you retry on failure.

Z.AI endpoint choices

`--auth-choice zai-api-key` auto-detects the best Z.AI endpoint and model for your key: Coding Plan endpoints prefer `zai/glm-5.2` (falling back to `glm-5.1` if unavailable); general API endpoints default to `zai/glm-5.1`. To force a Coding Plan endpoint, pick `zai-coding-global` or `zai-coding-cn` directly.
# Promptless endpoint selection
openclaw onboard --non-interactive \
  --auth-choice zai-coding-global \
  --zai-api-key "$ZAI_API_KEY"

# Other Z.AI endpoint choices: zai-coding-cn, zai-global, zai-cn

Mistral:

openclaw onboard --non-interactive \
  --auth-choice mistral-api-key \
  --mistral-api-key "$MISTRAL_API_KEY"

Additional non-interactive flags

Token-based model auth (used with --auth-choice token):

Flag Description
--token-provider <id> Token provider id issuing the token
--token <token> Token value for model authentication
--token-profile-id <id> Auth profile id (default <provider>:manual; some provider-owned flows use their own default, such as anthropic:default)
--token-expires-in <duration> Optional token expiry duration (e.g. 365d, 12h)

Cloudflare AI Gateway: --cloudflare-ai-gateway-account-id <id>, --cloudflare-ai-gateway-gateway-id <id>.

Daemon install control: --no-install-daemon / --skip-daemon (aliases; skip gateway service install), --daemon-runtime <node|bun>.

Skills: --node-manager <npm|pnpm|bun> (default npm), --skip-skills.

UI and hook setup: --skip-ui (skip Control UI/TUI prompts), --skip-hooks (skip webhook/hook setup), --skip-channels, --skip-search.

Output: --suppress-gateway-token-output suppresses token-bearing Gateway/UI output (token hints, auto-login URL with embedded token, and automatic Control UI launch) - useful in shared terminals and CI.

`--json` does not imply non-interactive mode. Use `--non-interactive` for scripts.

Provider prefiltering

When an auth choice implies a preferred provider, onboarding prefilters the default-model and allowlist pickers to that provider's models. The filter also matches other providers owned by the same plugin, which covers coding-plan variants such as volcengine/volcengine-plan and byteplus/byteplus-plan. If the preferred-provider filter yields no loaded models, onboarding falls back to the unfiltered catalog instead of leaving the picker empty.

Web-search follow-ups

Some web-search providers trigger provider-specific follow-up prompts during onboarding:

  • Grok can offer optional x_search setup with the same xAI auth and an x_search model choice.
  • Kimi can ask for the Moonshot API region (api.moonshot.ai vs api.moonshot.cn) and the default Kimi web-search model.

Other behaviors

  • Local onboarding DM scope behavior: CLI setup reference.
  • Fastest first chat: openclaw dashboard (Control UI, no channel setup).
  • Custom provider: connect any OpenAI- or Anthropic-compatible endpoint, including hosted providers not listed. Use Unknown compatibility to auto-detect via a live probe.
  • If Hermes state is detected, onboarding offers a migration flow (see --flow import above).

Common follow-up commands

Use openclaw configure later for targeted changes and openclaw channels add for channel-only setup.

openclaw channels add
openclaw configure
openclaw agents add <name>