docs: update auth docs

This commit is contained in:
Peter Steinberger
2026-01-05 06:46:20 +01:00
parent bc74e7cd9b
commit 2c0f3a2887
5 changed files with 55 additions and 31 deletions

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@@ -1,17 +1,17 @@
---
summary: "Planned first-run onboarding flow for Clawdbot (local vs remote, Anthropic OAuth, workspace bootstrap ritual)"
summary: "Planned first-run onboarding flow for Clawdbot (local vs remote, OAuth auth, workspace bootstrap ritual)"
read_when:
- Designing the macOS onboarding assistant
- Implementing Anthropic auth or identity setup
- Implementing Anthropic/OpenAI auth or identity setup
---
# Onboarding (macOS app)
This doc describes the intended **first-run onboarding** for Clawdbot. The goal is a good “day 0” experience: pick where the Gateway runs, bind Claude (Anthropic) auth for the embedded agent runtime, and then let the **agent bootstrap itself** via a first-run ritual in the workspace.
This doc describes the intended **first-run onboarding** for Clawdbot. The goal is a good “day 0” experience: pick where the Gateway runs, bind subscription auth (Anthropic or OpenAI) for the embedded agent runtime, and then let the **agent bootstrap itself** via a first-run ritual in the workspace.
## Page order (high level)
1) **Local vs Remote**
2) **(Local only)** Connect Claude (Anthropic OAuth) — optional, but recommended
2) **(Local only)** Connect subscription auth (Anthropic / OpenAI OAuth) — optional, but recommended
3) **Connect Gmail (optional)** — run `clawdbot hooks gmail setup` to configure Pub/Sub hooks
4) **Onboarding chat** — dedicated session where the agent introduces itself and guides setup
@@ -19,7 +19,7 @@ This doc describes the intended **first-run onboarding** for Clawdbot. The goal
First question: where does the **Gateway** run?
- **Local (this Mac):** onboarding can run the Anthropic OAuth flow and write the Clawdbot token store locally.
- **Local (this Mac):** onboarding can run OAuth flows and write the Clawdbot auth store locally.
- **Remote (over SSH/tailnet):** onboarding must not run OAuth locally, because credentials must exist on the **gateway host**.
Gateway auth tip:
@@ -28,20 +28,28 @@ Gateway auth tip:
Implementation note (2025-12-19): in local mode, the macOS app bundles the Gateway and enables it via a per-user launchd LaunchAgent (no global npm install/Node requirement for the user).
## 2) Local-only: Connect Claude (Anthropic OAuth)
## 2) Local-only: Connect subscription auth (Anthropic / OpenAI OAuth)
This is the “bind Clawdbot to Anthropic” step. It is explicitly the **Anthropic (Claude Pro/Max) OAuth flow**, not a generic “login”.
This is the “bind Clawdbot to subscription auth” step. It is explicitly the **Anthropic (Claude Pro/Max)** or **OpenAI (ChatGPT/Codex)** OAuth flow, not a generic “login”.
### Recommended: OAuth
### Recommended: OAuth (Anthropic)
The macOS app should:
- Start the Anthropic OAuth (PKCE) flow in the users browser.
- Ask the user to paste the `code#state` value.
- Exchange it for tokens and write credentials to:
- `~/.clawdbot/credentials/oauth.json` (file mode `0600`, directory mode `0700`)
- `~/.clawdbot/agent/auth.json` (file mode `0600`, directory mode `0700`)
Why this location matters: its the Clawdbot-owned OAuth store.
On first run, Clawdbot can import existing OAuth tokens from legacy p/Claude locations if present.
Why this location matters: its the Clawdbot-owned auth store (OAuth + API keys).
Clawdbot auto-migrates legacy OAuth tokens from `~/.clawdbot/credentials/oauth.json` (and older pi/Claude locations) into `auth.json` on first use.
### Recommended: OAuth (OpenAI Codex)
The macOS app should:
- Start the OpenAI Codex OAuth (PKCE) flow in the users browser.
- Auto-capture the callback on `http://127.0.0.1:1455/auth/callback` when possible.
- If the callback fails, prompt the user to paste the redirect URL or code.
- Store credentials in `~/.clawdbot/agent/auth.json` (same auth store as Anthropic).
### Alternative: API key (instructions only)
@@ -136,30 +144,27 @@ Daily memory lives under `memory/` in the workspace:
## Remote mode note (why OAuth is hidden)
If the Gateway runs on another machine, the Anthropic OAuth credentials must be created/stored on that host (where the agent runtime runs).
If the Gateway runs on another machine, OAuth credentials must be created/stored on that host (where the agent runtime runs).
For now, remote onboarding should:
- explain why OAuth isn't shown
- point the user at the credential location (`~/.clawdbot/credentials/oauth.json`) and the workspace location on the gateway host
- point the user at the credential location (`~/.clawdbot/agent/auth.json`) and the workspace location on the gateway host
- mention that the **bootstrap ritual happens on the gateway host** (same BOOTSTRAP/IDENTITY/USER files)
### Manual credential setup
On the gateway host, create `~/.clawdbot/credentials/oauth.json` with this exact format:
On the gateway host, create `~/.clawdbot/agent/auth.json` with this exact format:
```json
{
"anthropic": {
"access": "sk-ant-oat01-...",
"refresh": "sk-ant-ort01-...",
"expires": 1767304352803
}
"anthropic": { "type": "oauth", "access": "sk-ant-oat01-...", "refresh": "sk-ant-ort01-...", "expires": 1767304352803 },
"openai-codex": { "type": "oauth", "access": "eyJhbGciOi...", "refresh": "oai-refresh-...", "expires": 1767304352803, "accountId": "acct_..." }
}
```
Set permissions: `chmod 600 ~/.clawdbot/credentials/oauth.json`
Set permissions: `chmod 600 ~/.clawdbot/agent/auth.json`
**Note:** Clawdbot can auto-import from legacy pi-coding-agent paths (`~/.pi/agent/oauth.json`, etc.) but this does NOT work with Claude Code credentials — different file and format.
**Note:** Clawdbot auto-imports from legacy pi-coding-agent paths (`~/.pi/agent/oauth.json`, etc.) but this does NOT work with Claude Code credentials — different file and format.
### Using Claude Code credentials
@@ -172,8 +177,8 @@ cat ~/.claude/.credentials.json | jq '{
refresh: .claudeAiOauth.refreshToken,
expires: .claudeAiOauth.expiresAt
}
}' > ~/.clawdbot/credentials/oauth.json
chmod 600 ~/.clawdbot/credentials/oauth.json
}' > ~/.clawdbot/agent/auth.json
chmod 600 ~/.clawdbot/agent/auth.json
```
| Claude Code field | Clawdbot field |