fix: add agents identity helper

CHANGELOG.md

@@ -14,6 +14,7 @@ Docs: https://docs.clawd.bot
 
 ### Fixes
 - UI: enable shell mode for sync Windows spawns to avoid `pnpm ui:build` EINVAL. (#1212) — thanks @longmaba.
+- Agents: add `clawdbot agents set-identity` helper and update bootstrap guidance for multi-agent setups. (#1222) — thanks @ThePickle31.
 - Plugins: surface plugin load/register/config errors in gateway logs with plugin/source context.
 - Agents: propagate accountId into embedded runs so sub-agent announce routing honors the originating account. (#1058)
 - Compaction: include tool failure summaries in safeguard compaction to prevent retry loops. (#1084)

docs/cli/agents.md

@@ -1,5 +1,5 @@
 ---
-summary: "CLI reference for `clawdbot agents` (list/add/delete isolated agents)"
+summary: "CLI reference for `clawdbot agents` (list/add/delete/set identity)"
 read_when:
   - You want multiple isolated agents (workspaces + routing + auth)
 ---
@@ -17,6 +17,6 @@ Related:
 ```bash
 clawdbot agents list
 clawdbot agents add work --workspace ~/clawd-work
+clawdbot agents set-identity --workspace ~/clawd --from-identity
 clawdbot agents delete work
 ```
-

src/agents/workspace.ts

@@ -135,7 +135,8 @@ After the user chooses, update:
 - Notes
 
 3) ~/.clawdbot/clawdbot.json
-Set identity.name, identity.theme, identity.emoji to match IDENTITY.md.
+Run: clawdbot agents set-identity --workspace "<this workspace>" --from-identity
+If multiple agents share a host, add --agent <id>.
 
 ## Cleanup
 Delete BOOTSTRAP.md once this is complete.

src/cli/program/register.agent.ts

@@ -1,7 +1,12 @@
 import type { Command } from "commander";
 import { DEFAULT_CHAT_CHANNEL } from "../../channels/registry.js";
 import { agentCliCommand } from "../../commands/agent-via-gateway.js";
-import { agentsAddCommand, agentsDeleteCommand, agentsListCommand } from "../../commands/agents.js";
+import {
+  agentsAddCommand,
+  agentsDeleteCommand,
+  agentsListCommand,
+  agentsSetIdentityCommand,
+} from "../../commands/agents.js";
 import { setVerbose } from "../../globals.js";
 import { defaultRuntime } from "../../runtime.js";
 import { formatDocsLink } from "../../terminal/links.js";
@@ -120,6 +125,45 @@ ${theme.muted("Docs:")} ${formatDocsLink("/cli/agent", "docs.clawd.bot/cli/agent
       });
     });
 
+  agents
+    .command("set-identity")
+    .description("Update an agent identity (name/theme/emoji)")
+    .option("--agent <id>", "Agent id to update")
+    .option("--workspace <dir>", "Workspace directory used to locate the agent + IDENTITY.md")
+    .option("--identity-file <path>", "Explicit IDENTITY.md path to read")
+    .option("--from-identity", "Read values from IDENTITY.md", false)
+    .option("--name <name>", "Identity name")
+    .option("--theme <theme>", "Identity theme")
+    .option("--emoji <emoji>", "Identity emoji")
+    .option("--json", "Output JSON summary", false)
+    .addHelpText(
+      "after",
+      () =>
+        `
+Examples:
+  clawdbot agents set-identity --agent main --name "Clawd" --emoji "🦞"
+  clawdbot agents set-identity --workspace ~/clawd --from-identity
+  clawdbot agents set-identity --identity-file ~/clawd/IDENTITY.md --agent main
+`,
+    )
+    .action(async (opts) => {
+      await runCommandWithRuntime(defaultRuntime, async () => {
+        await agentsSetIdentityCommand(
+          {
+            agent: opts.agent as string | undefined,
+            workspace: opts.workspace as string | undefined,
+            identityFile: opts.identityFile as string | undefined,
+            fromIdentity: Boolean(opts.fromIdentity),
+            name: opts.name as string | undefined,
+            theme: opts.theme as string | undefined,
+            emoji: opts.emoji as string | undefined,
+            json: Boolean(opts.json),
+          },
+          defaultRuntime,
+        );
+      });
+    });
+
   agents
     .command("delete <id>")
     .description("Delete an agent and prune workspace/state")

src/commands/agents.commands.identity.ts

@@ -0,0 +1,209 @@
+import fs from "node:fs/promises";
+import path from "node:path";
+
+import { resolveAgentWorkspaceDir, resolveDefaultAgentId } from "../agents/agent-scope.js";
+import { DEFAULT_IDENTITY_FILENAME } from "../agents/workspace.js";
+import { CONFIG_PATH_CLAWDBOT, writeConfigFile } from "../config/config.js";
+import type { IdentityConfig } from "../config/types.js";
+import { normalizeAgentId } from "../routing/session-key.js";
+import type { RuntimeEnv } from "../runtime.js";
+import { defaultRuntime } from "../runtime.js";
+import { resolveUserPath } from "../utils.js";
+import { requireValidConfig } from "./agents.command-shared.js";
+import {
+  type AgentIdentity,
+  findAgentEntryIndex,
+  listAgentEntries,
+  loadAgentIdentity,
+  parseIdentityMarkdown,
+} from "./agents.config.js";
+
+type AgentsSetIdentityOptions = {
+  agent?: string;
+  workspace?: string;
+  identityFile?: string;
+  name?: string;
+  emoji?: string;
+  theme?: string;
+  fromIdentity?: boolean;
+  json?: boolean;
+};
+
+const normalizeWorkspacePath = (input: string) => path.resolve(resolveUserPath(input));
+
+const coerceTrimmed = (value?: string) => {
+  const trimmed = value?.trim();
+  return trimmed ? trimmed : undefined;
+};
+
+async function loadIdentityFromFile(filePath: string): Promise<AgentIdentity | null> {
+  try {
+    const content = await fs.readFile(filePath, "utf-8");
+    const parsed = parseIdentityMarkdown(content);
+    if (!parsed.name && !parsed.emoji && !parsed.theme && !parsed.creature && !parsed.vibe) {
+      return null;
+    }
+    return parsed;
+  } catch {
+    return null;
+  }
+}
+
+function resolveAgentIdByWorkspace(
+  cfg: Parameters<typeof resolveAgentWorkspaceDir>[0],
+  workspaceDir: string,
+): string[] {
+  const list = listAgentEntries(cfg);
+  const ids =
+    list.length > 0 ? list.map((entry) => normalizeAgentId(entry.id)) : [resolveDefaultAgentId(cfg)];
+  const normalizedTarget = normalizeWorkspacePath(workspaceDir);
+  return ids.filter(
+    (id) => normalizeWorkspacePath(resolveAgentWorkspaceDir(cfg, id)) === normalizedTarget,
+  );
+}
+
+export async function agentsSetIdentityCommand(
+  opts: AgentsSetIdentityOptions,
+  runtime: RuntimeEnv = defaultRuntime,
+) {
+  const cfg = await requireValidConfig(runtime);
+  if (!cfg) return;
+
+  const agentRaw = coerceTrimmed(opts.agent);
+  const nameRaw = coerceTrimmed(opts.name);
+  const emojiRaw = coerceTrimmed(opts.emoji);
+  const themeRaw = coerceTrimmed(opts.theme);
+  const hasExplicitIdentity = Boolean(nameRaw || emojiRaw || themeRaw);
+
+  const identityFileRaw = coerceTrimmed(opts.identityFile);
+  const workspaceRaw = coerceTrimmed(opts.workspace);
+  const wantsIdentityFile = Boolean(opts.fromIdentity || identityFileRaw || !hasExplicitIdentity);
+
+  let identityFilePath: string | undefined;
+  let workspaceDir: string | undefined;
+
+  if (identityFileRaw) {
+    identityFilePath = normalizeWorkspacePath(identityFileRaw);
+    workspaceDir = path.dirname(identityFilePath);
+  } else if (workspaceRaw) {
+    workspaceDir = normalizeWorkspacePath(workspaceRaw);
+  } else if (wantsIdentityFile || !agentRaw) {
+    workspaceDir = path.resolve(process.cwd());
+  }
+
+  let agentId = agentRaw ? normalizeAgentId(agentRaw) : undefined;
+  if (!agentId) {
+    if (!workspaceDir) {
+      runtime.error("Select an agent with --agent or provide a workspace via --workspace.");
+      runtime.exit(1);
+      return;
+    }
+    const matches = resolveAgentIdByWorkspace(cfg, workspaceDir);
+    if (matches.length === 0) {
+      runtime.error(
+        `No agent workspace matches ${workspaceDir}. Pass --agent to target a specific agent.`,
+      );
+      runtime.exit(1);
+      return;
+    }
+    if (matches.length > 1) {
+      runtime.error(
+        `Multiple agents match ${workspaceDir}: ${matches.join(", ")}. Pass --agent to choose one.`,
+      );
+      runtime.exit(1);
+      return;
+    }
+    agentId = matches[0];
+  }
+
+  let identityFromFile: AgentIdentity | null = null;
+  if (wantsIdentityFile) {
+    if (identityFilePath) {
+      identityFromFile = await loadIdentityFromFile(identityFilePath);
+    } else if (workspaceDir) {
+      identityFromFile = loadAgentIdentity(workspaceDir);
+    }
+    if (!identityFromFile) {
+      const targetPath =
+        identityFilePath ??
+        (workspaceDir ? path.join(workspaceDir, DEFAULT_IDENTITY_FILENAME) : "IDENTITY.md");
+      runtime.error(`No identity data found in ${targetPath}.`);
+      runtime.exit(1);
+      return;
+    }
+  }
+
+  const fileTheme =
+    identityFromFile?.theme ??
+    identityFromFile?.creature ??
+    identityFromFile?.vibe ??
+    undefined;
+  const incomingIdentity: IdentityConfig = {
+    ...(nameRaw || identityFromFile?.name ? { name: nameRaw ?? identityFromFile?.name } : {}),
+    ...(emojiRaw || identityFromFile?.emoji ? { emoji: emojiRaw ?? identityFromFile?.emoji } : {}),
+    ...(themeRaw || fileTheme ? { theme: themeRaw ?? fileTheme } : {}),
+  };
+
+  if (!incomingIdentity.name && !incomingIdentity.emoji && !incomingIdentity.theme) {
+    runtime.error("No identity fields provided. Use --name/--emoji/--theme or --from-identity.");
+    runtime.exit(1);
+    return;
+  }
+
+  const list = listAgentEntries(cfg);
+  const index = findAgentEntryIndex(list, agentId);
+  const base = index >= 0 ? list[index] : { id: agentId };
+  const nextIdentity: IdentityConfig = {
+    ...base.identity,
+    ...incomingIdentity,
+  };
+
+  const nextEntry = {
+    ...base,
+    identity: nextIdentity,
+  };
+
+  const nextList = [...list];
+  if (index >= 0) {
+    nextList[index] = nextEntry;
+  } else {
+    const defaultId = normalizeAgentId(resolveDefaultAgentId(cfg));
+    if (nextList.length === 0 && agentId !== defaultId) {
+      nextList.push({ id: defaultId });
+    }
+    nextList.push(nextEntry);
+  }
+
+  const nextConfig = {
+    ...cfg,
+    agents: {
+      ...cfg.agents,
+      list: nextList,
+    },
+  };
+
+  await writeConfigFile(nextConfig);
+
+  if (opts.json) {
+    runtime.log(
+      JSON.stringify(
+        {
+          agentId,
+          identity: nextIdentity,
+          workspace: workspaceDir ?? null,
+          identityFile: identityFilePath ?? null,
+        },
+        null,
+        2,
+      ),
+    );
+    return;
+  }
+
+  runtime.log(`Updated ${CONFIG_PATH_CLAWDBOT}`);
+  runtime.log(`Agent: ${agentId}`);
+  if (nextIdentity.name) runtime.log(`Name: ${nextIdentity.name}`);
+  if (nextIdentity.theme) runtime.log(`Theme: ${nextIdentity.theme}`);
+  if (nextIdentity.emoji) runtime.log(`Emoji: ${nextIdentity.emoji}`);
+  if (workspaceDir) runtime.log(`Workspace: ${workspaceDir}`);
+}

src/commands/agents.config.ts

@@ -28,11 +28,12 @@ export type AgentSummary = {
 
 type AgentEntry = NonNullable<NonNullable<ClawdbotConfig["agents"]>["list"]>[number];
 
-type AgentIdentity = {
+export type AgentIdentity = {
   name?: string;
   emoji?: string;
   creature?: string;
   vibe?: string;
+  theme?: string;
 };
 
 export function listAgentEntries(cfg: ClawdbotConfig): AgentEntry[] {
@@ -71,29 +72,40 @@ function resolveAgentModel(cfg: ClawdbotConfig, agentId: string) {
   return raw?.primary?.trim() || undefined;
 }
 
-function parseIdentityMarkdown(content: string): AgentIdentity {
+export function parseIdentityMarkdown(content: string): AgentIdentity {
   const identity: AgentIdentity = {};
   const lines = content.split(/\r?\n/);
   for (const line of lines) {
-    const match = line.match(/^\s*(?:-\s*)?([A-Za-z ]+):\s*(.+?)\s*$/);
+    const cleaned = line.trim().replace(/^\s*-\s*/, "");
-    if (!match) continue;
+    const colonIndex = cleaned.indexOf(":");
-    const label = match[1]?.trim().toLowerCase();
+    if (colonIndex === -1) continue;
-    const value = match[2]?.trim();
+    const label = cleaned
+      .slice(0, colonIndex)
+      .replace(/[*_]/g, "")
+      .trim()
+      .toLowerCase();
+    const value = cleaned
+      .slice(colonIndex + 1)
+      .replace(/^[*_]+|[*_]+$/g, "")
+      .trim();
     if (!value) continue;
     if (label === "name") identity.name = value;
     if (label === "emoji") identity.emoji = value;
     if (label === "creature") identity.creature = value;
     if (label === "vibe") identity.vibe = value;
+    if (label === "theme") identity.theme = value;
   }
   return identity;
 }
 
-function loadAgentIdentity(workspace: string): AgentIdentity | null {
+export function loadAgentIdentity(workspace: string): AgentIdentity | null {
   const identityPath = path.join(workspace, DEFAULT_IDENTITY_FILENAME);
   try {
     const content = fs.readFileSync(identityPath, "utf-8");
     const parsed = parseIdentityMarkdown(content);
-    if (!parsed.name && !parsed.emoji) return null;
+    if (!parsed.name && !parsed.emoji && !parsed.theme && !parsed.creature && !parsed.vibe) {
+      return null;
+    }
     return parsed;
   } catch {
     return null;

src/commands/agents.identity.test.ts

@@ -0,0 +1,185 @@
+import fs from "node:fs/promises";
+import os from "node:os";
+import path from "node:path";
+
+import { beforeEach, describe, expect, it, vi } from "vitest";
+
+import type { RuntimeEnv } from "../runtime.js";
+
+const configMocks = vi.hoisted(() => ({
+  readConfigFileSnapshot: vi.fn(),
+  writeConfigFile: vi.fn().mockResolvedValue(undefined),
+}));
+
+vi.mock("../config/config.js", async (importOriginal) => {
+  const actual = await importOriginal<typeof import("../config/config.js")>();
+  return {
+    ...actual,
+    readConfigFileSnapshot: configMocks.readConfigFileSnapshot,
+    writeConfigFile: configMocks.writeConfigFile,
+  };
+});
+
+import { agentsSetIdentityCommand } from "./agents.js";
+
+const runtime: RuntimeEnv = {
+  log: vi.fn(),
+  error: vi.fn(),
+  exit: vi.fn(),
+};
+
+const baseSnapshot = {
+  path: "/tmp/clawdbot.json",
+  exists: true,
+  raw: "{}",
+  parsed: {},
+  valid: true,
+  config: {},
+  issues: [],
+  legacyIssues: [],
+};
+
+describe("agents set-identity command", () => {
+  beforeEach(() => {
+    configMocks.readConfigFileSnapshot.mockReset();
+    configMocks.writeConfigFile.mockClear();
+    runtime.log.mockClear();
+    runtime.error.mockClear();
+    runtime.exit.mockClear();
+  });
+
+  it("sets identity from workspace IDENTITY.md", async () => {
+    const root = await fs.mkdtemp(path.join(os.tmpdir(), "clawdbot-identity-"));
+    const workspace = path.join(root, "work");
+    await fs.mkdir(workspace, { recursive: true });
+    await fs.writeFile(
+      path.join(workspace, "IDENTITY.md"),
+      ["- Name: Clawd", "- Creature: helpful sloth", "- Emoji: :)", ""].join("\n"),
+      "utf-8",
+    );
+
+    configMocks.readConfigFileSnapshot.mockResolvedValue({
+      ...baseSnapshot,
+      config: {
+        agents: {
+          list: [
+            { id: "main", workspace },
+            { id: "ops", workspace: path.join(root, "ops") },
+          ],
+        },
+      },
+    });
+
+    await agentsSetIdentityCommand({ workspace }, runtime);
+
+    expect(configMocks.writeConfigFile).toHaveBeenCalledTimes(1);
+    const written = configMocks.writeConfigFile.mock.calls[0]?.[0] as {
+      agents?: { list?: Array<{ id: string; identity?: Record<string, string> }> };
+    };
+    const main = written.agents?.list?.find((entry) => entry.id === "main");
+    expect(main?.identity).toEqual({
+      name: "Clawd",
+      theme: "helpful sloth",
+      emoji: ":)",
+    });
+  });
+
+  it("errors when multiple agents match the same workspace", async () => {
+    const root = await fs.mkdtemp(path.join(os.tmpdir(), "clawdbot-identity-"));
+    const workspace = path.join(root, "shared");
+    await fs.mkdir(workspace, { recursive: true });
+    await fs.writeFile(path.join(workspace, "IDENTITY.md"), "- Name: Echo\n", "utf-8");
+
+    configMocks.readConfigFileSnapshot.mockResolvedValue({
+      ...baseSnapshot,
+      config: {
+        agents: { list: [{ id: "main", workspace }, { id: "ops", workspace }] },
+      },
+    });
+
+    await agentsSetIdentityCommand({ workspace }, runtime);
+
+    expect(runtime.error).toHaveBeenCalledWith(expect.stringContaining("Multiple agents match"));
+    expect(runtime.exit).toHaveBeenCalledWith(1);
+    expect(configMocks.writeConfigFile).not.toHaveBeenCalled();
+  });
+
+  it("overrides identity file values with explicit flags", async () => {
+    const root = await fs.mkdtemp(path.join(os.tmpdir(), "clawdbot-identity-"));
+    const workspace = path.join(root, "work");
+    await fs.mkdir(workspace, { recursive: true });
+    await fs.writeFile(
+      path.join(workspace, "IDENTITY.md"),
+      ["- Name: Clawd", "- Theme: space lobster", "- Emoji: :)", ""].join("\n"),
+      "utf-8",
+    );
+
+    configMocks.readConfigFileSnapshot.mockResolvedValue({
+      ...baseSnapshot,
+      config: { agents: { list: [{ id: "main", workspace }] } },
+    });
+
+    await agentsSetIdentityCommand(
+      { workspace, fromIdentity: true, name: "Nova", emoji: "🦞" },
+      runtime,
+    );
+
+    const written = configMocks.writeConfigFile.mock.calls[0]?.[0] as {
+      agents?: { list?: Array<{ id: string; identity?: Record<string, string> }> };
+    };
+    const main = written.agents?.list?.find((entry) => entry.id === "main");
+    expect(main?.identity).toEqual({
+      name: "Nova",
+      theme: "space lobster",
+      emoji: "🦞",
+    });
+  });
+
+  it("reads identity from an explicit IDENTITY.md path", async () => {
+    const root = await fs.mkdtemp(path.join(os.tmpdir(), "clawdbot-identity-"));
+    const workspace = path.join(root, "work");
+    const identityPath = path.join(workspace, "IDENTITY.md");
+    await fs.mkdir(workspace, { recursive: true });
+    await fs.writeFile(
+      identityPath,
+      ["- **Name:** C-3PO", "- **Creature:** Flustered Protocol Droid", "- **Emoji:** 🤖", ""].join(
+        "\n",
+      ),
+      "utf-8",
+    );
+
+    configMocks.readConfigFileSnapshot.mockResolvedValue({
+      ...baseSnapshot,
+      config: { agents: { list: [{ id: "main" }] } },
+    });
+
+    await agentsSetIdentityCommand({ agent: "main", identityFile: identityPath }, runtime);
+
+    const written = configMocks.writeConfigFile.mock.calls[0]?.[0] as {
+      agents?: { list?: Array<{ id: string; identity?: Record<string, string> }> };
+    };
+    const main = written.agents?.list?.find((entry) => entry.id === "main");
+    expect(main?.identity).toEqual({
+      name: "C-3PO",
+      theme: "Flustered Protocol Droid",
+      emoji: "🤖",
+    });
+  });
+
+  it("errors when identity data is missing", async () => {
+    const root = await fs.mkdtemp(path.join(os.tmpdir(), "clawdbot-identity-"));
+    const workspace = path.join(root, "work");
+    await fs.mkdir(workspace, { recursive: true });
+
+    configMocks.readConfigFileSnapshot.mockResolvedValue({
+      ...baseSnapshot,
+      config: { agents: { list: [{ id: "main", workspace }] } },
+    });
+
+    await agentsSetIdentityCommand({ workspace, fromIdentity: true }, runtime);
+
+    expect(runtime.error).toHaveBeenCalledWith(expect.stringContaining("No identity data found"));
+    expect(runtime.exit).toHaveBeenCalledWith(1);
+    expect(configMocks.writeConfigFile).not.toHaveBeenCalled();
+  });
+});

src/commands/agents.ts

@@ -1,5 +1,6 @@
 export * from "./agents.bindings.js";
 export * from "./agents.commands.add.js";
 export * from "./agents.commands.delete.js";
+export * from "./agents.commands.identity.js";
 export * from "./agents.commands.list.js";
 export * from "./agents.config.js";