Outclaw Setup

OutClaw setup: plugin inventory, connect outreach channels (Leadbay/LeadClaw, Gmail, Calendar, Slack, LinkedIn, WhatsApp, Calendly), capture the user's profile and org/product into the KB, and learn per-channel writing style. Triggers on: 'set up outreach', 'connect my channels', 'leadclaw setup', 'set up leadbay', 'connect gmail|slack|linkedin|whatsapp', 'learn my style', 'retrain style', 'outreach wizard'. Normally invoked by the outclaw orchestrator, but can be called directly.

You set up the foundation every other outclaw skill depends on: a correct plugin inventory, connected outreach channels, the user's own profile in the KB, and a per-channel writing-style prompt.

Resolver mandate (non-negotiable)

Before creating or modifying any page under ~/.openclaw/outclaw/kb/ or any entry in memory/<tenant>/memory.jsonl, read shared/references/RESOLVER.md and file by primary subject, not by source format or skill name. Use shared/scripts/kb_ingest.py + kb_page.py + memory_log.sh — do not hand-craft file paths. Setup state goes in setup_state/<tenant>.json, NOT in kb/.

Preamble (skip if called from outclaw orchestrator)

bash

SHARED="$(dirname "$(dirname "$(cd "$(dirname "$0")" && pwd)")")/shared"
bash "$SHARED/scripts/memory_search.sh" --limit 30

Flow

Step 0 — Inventory

Always run this first, every time setup is triggered. It's cheap and keeps the tool_inventory memory entry fresh.

bash

python3 "$SHARED/scripts/inventory.py" --log

Show the printed table to the user. Identify which outreach channels are ready, which are needs_setup, and which are missing. Proceed only with what's missing or unconfigured. See references/inventory-check.md for the full interpretation rules (skip-over logic, needs-reauth, etc.).

Step 1 — Welcome & Leadbay pitch

Follow references/plugin-connect.md §"Step 1: Welcome" through §"Step 5: Additional channels". That doc owns the exact wording + OAuth flows. Key conventions:

• Transport-aware OAuth: send clickable link for remote users, never assume a browser.
• Execute openclaw plugins install … and gog auth add … yourself. Don't print bash for the user to copy.
• Each successfully connected plugin → memory_log.sh a plugin_setup entry (key=<plugin>, insight=<status> at <date>, source=observed, confidence=10).

Step 2 — User profile + on-brand company KB (NEW — website-sourced)

This step is the ground-truth the research + planning skills rely on. Without it, drafts fabricate value propositions. The pre-draft gate in outclaw-plan (org_readiness.py) REQUIRES this step to complete.

2a. Self profile (2 min). Interview the user for kb/me/self.md: name, current role, current company, LinkedIn URL, location, a 2-sentence "what I'm working on", public interests/topics.

2b. Acquire the company website FIRST. Ask:

"What's your company's website? I'll pull your real positioning copy so drafts quote your actual voice — not invented value props."

• If user gives a URL → continue to 2c.
• If user refuses or has no website → ask them to paste their one-liner, product list, value props verbatim. Fall back to --strict=false mode (org_readiness still checks sections, but skips placeholder scans since short copy may read like placeholders).
• If user says "I don't know" / unclear — do NOT guess a URL; stop and re-ask once, then fall back to paste-in mode.

2c. web_fetch the website into raw/. For the URL U:

bash

SHARED=~/.openclaw/skills/outclaw/shared/scripts
TS=$(date -u +%Y%m%dT%H%M%SZ)
SLUG=$(python3 -c "import sys,re; u=sys.argv[1]; print(re.sub(r'[^a-z0-9]+','-',u.lower().split('://',1)[-1].split('/',1)[0]).strip('-'))" "$U")

# Use web_fetch MCP tool OR curl (prefer web_fetch if available)
# Persist root page + any /about, /product, /solutions, /pricing, /customers
# the agent can surface from the homepage's nav:
for p in "" /about /company /product /products /solutions /pricing /customers /case-studies; do
  out=~/.openclaw/outclaw/kb/raw/${SLUG}-website${p//\//-}-$TS.md
  # agent: use web_fetch tool here — it beats curl for JS-rendered content.
  # If web_fetch isn't in your tool list, use: curl -sL "$U$p" > "$out"
  echo "[fetch] $U$p -> $out"
done

Save every fetched body as raw/<slug>-website-<path>-<ts>.md. These are the ONLY source drafts may quote for company-side claims.

2d. Build kb/me/org.md from the fetched copy. Read the raw/ files and populate each required section with LITERAL phrases from the website (never paraphrase — the draft_checker.py will grep-verify):

markdown

# <Company>

## One-liner
<copy the hero-tagline line from the homepage>

## Company website
<https://...>

## Products / Services
- <copy each product name + its 1-line description as it appears on the site>

## Value propositions
- <verbatim value-prop line from the homepage hero or /product>
- <verbatim differentiator call-out from /solutions>
- <verbatim third line — at minimum 3 lines here>

## Differentiators
- <the "why us vs competitors" lines, if the site makes them>

## Case studies
<only if the site names real customers publicly; otherwise OMIT this
 section entirely — do NOT invent "we helped Acme Inc">

If LeadClaw is ready: you may pre-fill from the Leadbay taste profile as a starting draft, then overwrite with website-sourced copy. Leadbay profile is a hint, website is truth.

Write via:

bash

python3 "$SHARED/scripts/kb_page.py" upsert me self --body /tmp/me-self.md
python3 "$SHARED/scripts/kb_page.py" upsert me org  --body /tmp/me-org.md
python3 "$SHARED/scripts/kb_index_rebuild.py"
python3 "$SHARED/scripts/kb_ingest.py" log ingest "user profile + website-sourced org.md captured" --pages me/self.md me/org.md

# Readiness gate — do not mark Step 2 complete until this passes:
python3 "$SHARED/scripts/org_readiness.py" || { echo "org.md still not ready; return to 2c/2d"; exit 1; }

Step 3 — Style learning (delegated to outclaw-style)

Invoke the outclaw-style skill at ~/.openclaw/skills/outclaw/skills/outclaw-style/SKILL.md. It:

• Trains one style prompt per ready outreach channel
• Writes to ~/.openclaw/outclaw/styles/<tenant>/<channel>_style.md
• Logs type=user, key=style_trained_<channel> memory entries so outclaw-plan can find them quickly

If the user opted out of sample scraping, log a preference memory entry and skip style learning — outclaw-plan falls back to a neutral template.

Step 4 — Verification

Show the final dashboard:

text

Plugin        Status        Test
──────────────────────────────────────────
Leadbay       ✓ Ready       42 leads loaded / ICP profile active
Gmail         ✓ Ready       Draft sent
Slack         ✓ Ready       Msg sent
LinkedIn      ✗ Skipped     —

KB me/self.md ✓    KB me/org.md ✓
Style: email ✓ (score 82)   Style: linkedin ✗ (not trained)

Ready to go. Say 'research <person>' or 'plan outreach to <person>' when
you have a target.

Persist setup_state.json:

json

{
  "wizard_completed": true,
  "completed_at": "<ISO>",
  "leadbay_connected": true,
  "channels": {
    "email":    {"provider": "gmail", "status": "connected", "verified_at": "<ISO>"},
    "calendar": {"provider": "gcal",  "status": "connected", "verified_at": "<ISO>"},
    "slack":    {"status": "connected", "verified_at": "<ISO>"},
    "whatsapp": {"status": "skipped"},
    "linkedin": {"status": "skipped"}
  },
  "kb_me_self": true,
  "kb_me_org": true,
  "styles_trained": ["email", "slack"]
}

Completion rule

Setup is complete when:

• tool_inventory memory entry exists + is <24h old
• At least one outreach channel is ready (email / LinkedIn / Slack / WhatsApp)
• kb/me/self.md and kb/me/org.md both exist and are non-stub
• At least one styles/<channel>_style.md exists

Anything less and the orchestrator should re-route to setup on the next turn.

Re-run behaviour

Re-runs use the same Step 0 inventory — no separate "re-run" flow. Already- ready plugins are skipped. "connect linkedin" triggers this skill but jumps straight to Step 1 for that one plugin.

Adding more tools later

When the user says "add more tools", "I want to add Twitter", "connect Instagram", "reconfigure tools", this skill re-enters at Step 0. The inventory reveals what's already connected and the wizard offers ONLY the missing tools. For each missing tool, see shared/scripts/plugin_categories.json → user_installable for the install command. Examples catalog:

Plugin	Install
Gmail / Outlook / IMAP	marlinjai/email-mcp
Google Calendar	nspady/google-calendar-mcp
Twitter / X	nirholas/XActions
Bluesky	brianellin/bsky-mcp-server
Instagram	mcpware/instagram-mcp
WhatsApp	jlucaso1/whatsapp-mcp-ts
Telegram	chigwell/telegram-mcp
Slack	korotovsky/slack-mcp-server
Discord	SaseQ/discord-mcp
Reddit	Arindam200/reddit-mcp
iMessage / SMS (macOS)	carterlasalle/mac_messages_mcp
Facebook Pages	HagaiHen/facebook-mcp-server
Mastodon	build on API
Signal	build on AsamK/signal-cli

When the user adds a new tool, also:

1. Run python3 shared/scripts/capabilities.py --refresh so the capability map reflects the new channel.
2. If the new tool enables a previously-untrained channel, invoke outclaw-style to learn the style for that channel.

Leadbay cron offer

When LeadClaw is just installed and confirmed, offer the user a daily prospecting-hygiene cron (the "Leadbay rhythm"):

"Want me to set up a daily (or weekly) prospecting run? Each run would pull your fresh Leadbay batch, qualify the top picks, enrich contacts for the most promising, and prepare one-by-one outreach plans for your validation. You'll see the final results in the morning — no babysitting."

If accepted, use OpenClaw's cron skill to schedule:

bash

# Daily at 7:00 local time (or Monday 7:00 if weekly):
openclaw cron add "outclaw-leadbay-daily" \
  --schedule "0 7 * * *" \
  --agent-id <tenant> \
  --prompt "Run outclaw-plan's Leadbay rhythm: leadbay_account_status; leadbay_pull_leads; leadbay_bulk_qualify_leads on top-10; for each of the top 3 AI-qualified leads, call outclaw-research; then outclaw-plan to produce a ready-for-validation plan. Do NOT contact anyone. Queue for user review in the morning."

Log a preference memory entry: {type:"preference", key:"leadbay_rhythm", insight:"daily 7:00 local prospecting run configured","confidence":10, "source":"user-stated"}.

The morning review UX is owned by outclaw-plan §Dashboard which shows every ready-for-validation plan stacked.