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Onboarding (CLI)

This doc describes the current first-run onboarding flow. The goal is a smooth “day 0” experience: configure the Gateway, connect auth, run the wizard, and let the agent bootstrap itself.

Onboarding flow

Run the onboarding wizard:
crocbot onboard --install-daemon
The wizard walks through:
  1. Gateway configuration - Set up the gateway bind, port, and token
  2. Auth setup - Configure Anthropic OAuth or API keys
  3. Telegram bot setup - Configure your Telegram bot token
  4. Service installation - Install the gateway as a launchd/systemd user service

Auth setup

Anthropic OAuth (Claude Pro/Max)

The CLI supports Anthropic OAuth (PKCE flow):
crocbot auth login --provider anthropic
This opens the browser for OAuth and writes credentials to ~/.crocbot/credentials/oauth.json.

API Keys

Alternatively, configure API keys via environment variables or config:
crocbot config set anthropic.apiKey "sk-ant-..."

Telegram bot configuration

Configure your Telegram bot token:
crocbot config set channels.telegram.botToken "123456:ABCDEF"
See Telegram setup for full details.

Agent bootstrap ritual

On the first agent run, crocbot bootstraps a workspace (default ~/croc):
  • Seeds AGENTS.md, BOOTSTRAP.md, IDENTITY.md, USER.md
  • Runs a short Q&A ritual (one question at a time)
  • Writes identity + preferences to IDENTITY.md, USER.md, SOUL.md
  • Removes BOOTSTRAP.md when finished so it only runs once

Remote mode notes

When the Gateway runs on another machine, credentials and workspace files live on that host. Create:
  • ~/.crocbot/credentials/oauth.json
  • ~/.crocbot/agents/<agentId>/agent/auth-profiles.json
on the gateway host.