setup

name	setup
description	Run initial Gandalf setup. Use when user wants to install dependencies, authenticate WhatsApp, register their main channel, or start the background services. Triggers on "setup", "install", "configure gandalf", or first-time setup requests.

Gandalf Setup

Run all commands automatically. Only pause when user action is required (scanning QR codes).

UX Note: When asking the user questions, prefer using the AskUserQuestion tool instead of just outputting text. This integrates with Claude's built-in question/answer system for a better experience.

1. Install Dependencies

bun install

2. Configure Claude Authentication

Ask the user:

Do you want to use your Claude subscription (Pro/Max) or an Anthropic API key?

Option 1: Claude Subscription (Recommended)

Tell the user:

Open another terminal window and run:

claude setup-token

A browser window will open for you to log in. Once authenticated, the token will be displayed in your terminal. Either:

1. Paste it here and I'll add it to .env for you, or
2. Add it to .env yourself as CLAUDE_CODE_OAUTH_TOKEN=<your-token>

If they give you the token, add it to .env:

echo "CLAUDE_CODE_OAUTH_TOKEN=<token>" > .env

Option 2: API Key

Ask if they have an existing key to copy or need to create one.

Copy existing:

grep "^ANTHROPIC_API_KEY=" /path/to/source/.env > .env

Create new:

echo 'ANTHROPIC_API_KEY=' > .env

Tell the user to add their key from https://console.anthropic.com/

Verify:

KEY=$(grep "^ANTHROPIC_API_KEY=" .env | cut -d= -f2)
[ -n "$KEY" ] && echo "API key configured: ${KEY:0:10}...${KEY: -4}" || echo "Missing"

3. WhatsApp Authentication

USER ACTION REQUIRED

IMPORTANT: Run this command in the foreground. The QR code is multi-line ASCII art that must be displayed in full. Do NOT run in background or truncate the output.

Tell the user:

A QR code will appear below. On your phone:

1. Open WhatsApp
2. Tap Settings → Linked Devices → Link a Device
3. Scan the QR code

Run with a long Bash tool timeout (120000ms) so the user has time to scan. Do NOT use the timeout shell command (it's not available on macOS).

bun run auth

Wait for the script to output "Successfully authenticated" then continue.

If it says "Already authenticated", skip to the next step.

4. Configure Main Channel

This step configures the main channel type and selection.

4a. Explain security model and ask about main channel type

Use the AskUserQuestion tool to present this:

Important: Your "main" channel is your admin control portal.

The main channel has elevated privileges:

• Can see messages from ALL other registered groups
• Can manage and delete tasks across all groups
• Can write to global memory that all groups can read
• Has read-write access to the entire Gandalf project

Recommendation: Use your personal "Message Yourself" chat or a solo WhatsApp group as your main channel. This ensures only you have admin control.

Question: Which setup will you use for your main channel?

Options:

1. Personal chat (Message Yourself) - Recommended
2. Solo WhatsApp group (just me)
3. Group with other people (I understand the security implications)

If they choose option 3, ask a follow-up:

You've chosen a group with other people. This means everyone in that group will have admin privileges over Gandalf.

Are you sure you want to proceed? The other members will be able to:

• Read messages from your other registered chats
• Schedule and manage tasks
• Access any directories you've mounted

Options:

1. Yes, I understand and want to proceed
2. No, let me use a personal chat or solo group instead

4b. Register the main channel

First build, then start the app briefly to connect to WhatsApp and sync group metadata. Use the Bash tool's timeout parameter (15000ms) — do NOT use the timeout shell command (it's not available on macOS). The app will be killed when the timeout fires, which is expected.

bun run build

Then run briefly (set Bash tool timeout to 15000ms):

bun run dev

For personal chat (they chose option 1):

Personal chats are NOT synced to the database on startup — only groups are. Instead, ask the user for their phone number (with country code, no + or spaces, e.g. 14155551234), then construct the JID as {number}@s.whatsapp.net.

For group (they chose option 2 or 3):

Groups are synced on startup via groupFetchAllParticipating. Query the database for recent groups:

sqlite3 store/messages.db "SELECT jid, name FROM chats WHERE jid LIKE '[e-mail]' AND jid != '__group_sync__' ORDER BY last_message_time DESC LIMIT 40"

Show only the 10 most recent group names to the user and ask them to pick one. If they say their group isn't in the list, show the next batch from the results you already have. If they tell you the group name directly, look it up:

sqlite3 store/messages.db "SELECT jid, name FROM chats WHERE name LIKE '%GROUP_NAME%' AND jid LIKE '[e-mail]'"

6d. Write the configuration

Once you have the JID, configure it. No trigger prefix is required.

{
  "JID_HERE": {
    "name": "main",
    "folder": "main",
    "trigger": "none",
    "added_at": "CURRENT_ISO_TIMESTAMP",
    "requiresTrigger": false
  }
}

Write to the database directly by creating a temporary registration script, or write data/registered_groups.json which will be auto-migrated on first run:

mkdir -p data

Then write data/registered_groups.json with the correct JID and timestamp.

Ensure the groups folder exists:

mkdir -p groups/main/logs

7. Configure External Directory Access (Mount Allowlist)

Ask the user:

Do you want the agent to be able to access any directories outside the Gandalf project?

Examples: Git repositories, project folders, documents you want Claude to work on.

Note: This is optional. Without configuration, agents can only access their own group folders.

If no, create an empty allowlist to make this explicit:

mkdir -p ~/.config/gandalf
cat > ~/.config/gandalf/mount-allowlist.json << 'EOF'
{
  "allowedRoots": [],
  "blockedPatterns": [],
  "nonMainReadOnly": true
}
EOF
echo "Mount allowlist created - no external directories allowed"

Skip to the next step.

If yes, ask follow-up questions:

5a. Collect Directory Paths

Ask the user:

Which directories do you want to allow access to?

You can specify:

• A parent folder like ~/projects (allows access to anything inside)
• Specific paths like ~/repos/my-app

List them one per line, or give me a comma-separated list.

For each directory they provide, ask:

Should [directory] be read-write (agents can modify files) or read-only?

Read-write is needed for: code changes, creating files, git commits Read-only is safer for: reference docs, config examples, templates

5b. Configure Non-Main Group Access

Ask the user:

Should non-main groups (other WhatsApp chats you add later) be restricted to read-only access even if read-write is allowed for the directory?

Recommended: Yes - this prevents other groups from modifying files even if you grant them access to a directory.

5c. Create the Allowlist

Create the allowlist file based on their answers:

mkdir -p ~/.config/gandalf

Then write the JSON file. Example for a user who wants ~/projects (read-write) and ~/docs (read-only) with non-main read-only:

cat > ~/.config/gandalf/mount-allowlist.json << 'EOF'
{
  "allowedRoots": [
    {
      "path": "~/projects",
      "allowReadWrite": true,
      "description": "Development projects"
    },
    {
      "path": "~/docs",
      "allowReadWrite": false,
      "description": "Reference documents"
    }
  ],
  "blockedPatterns": [],
  "nonMainReadOnly": true
}
EOF

Verify the file:

cat ~/.config/gandalf/mount-allowlist.json

Tell the user:

Mount allowlist configured. The following directories are now accessible:

• ~/projects (read-write)
• ~/docs (read-only)

Security notes:

• Sensitive paths (.ssh, .gnupg, .aws, credentials) are always blocked
• This config file is stored outside the project, so agents cannot modify it
• Changes require restarting the Gandalf service

To grant a group access to a directory, add it to the allowlist and restart the service.

6. Configure launchd Service

Generate the plist file with correct paths automatically:

BUN_PATH=$(which bun)
PROJECT_PATH=$(pwd)
HOME_PATH=$HOME

cat > ~/Library/LaunchAgents/com.gandalf.plist << EOF
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
<plist version="1.0">
<dict>
    <key>Label</key>
    <string>com.gandalf</string>
    <key>ProgramArguments</key>
    <array>
        <string>${BUN_PATH}</string>
        <string>${PROJECT_PATH}/dist/index.js</string>
    </array>
    <key>WorkingDirectory</key>
    <string>${PROJECT_PATH}</string>
    <key>RunAtLoad</key>
    <true/>
    <key>KeepAlive</key>
    <true/>
    <key>EnvironmentVariables</key>
    <dict>
        <key>PATH</key>
        <string>/usr/local/bin:/usr/bin:/bin:${HOME_PATH}/.local/bin</string>
        <key>HOME</key>
        <string>${HOME_PATH}</string>
    </dict>
    <key>StandardOutPath</key>
    <string>${PROJECT_PATH}/logs/gandalf.log</string>
    <key>StandardErrorPath</key>
    <string>${PROJECT_PATH}/logs/gandalf.error.log</string>
</dict>
</plist>
EOF

echo "Created launchd plist with:"
echo "  Bun: ${BUN_PATH}"
echo "  Project: ${PROJECT_PATH}"

Build and start the service:

bun run build
mkdir -p logs
launchctl load ~/Library/LaunchAgents/com.gandalf.plist

Verify it's running:

launchctl list | grep gandalf

7. Test

Tell the user:

Send hello in your registered chat and the agent should respond.

Check the logs:

tail -f logs/gandalf.log

The user should receive a response in WhatsApp.

Troubleshooting

Service not starting: Check logs/gandalf.error.log

No response to messages:

• Verify the chat JID is registered
• Check that the chat JID is in the database: sqlite3 store/messages.db "SELECT * FROM registered_groups"
• Check logs/gandalf.log for errors

WhatsApp disconnected:

• The service will show a macOS notification
• Run bun run auth to re-authenticate
• Restart the service: launchctl kickstart -k gui/$(id -u)/com.gandalf

Unload service:

launchctl unload ~/Library/LaunchAgents/com.gandalf.plist