465 lines
16 KiB
Markdown
465 lines
16 KiB
Markdown
---
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created: "2026-03-21"
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type: project
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status: active
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tags: [trading, multi-agent, openclaw, deployment, discord]
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---
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# Trading Agents 部署记录
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本文记录 Trading Agents 多 Agent 辩论系统的完整部署过程，从 Discord Bot 创建到 OpenClaw 配置更新和 Skill 文件部署。
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---
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## 一、部署概览
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| 项目 | 详情 |
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|------|------|
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| 部署日期 | 2026-03-21 |
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| 远程服务器 | `yiukai@192.168.68.108` (yiukai-ubuntu) |
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| OpenClaw 版本 | 2026.3.2 (Node.js v24.13.1) |
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| openclaw 二进制位置 | `/home/yiukai/.nvm/versions/node/v24.13.1/bin/openclaw` |
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| 需 nvm 加载 | `export NVM_DIR="$HOME/.nvm"; [ -s "$NVM_DIR/nvm.sh" ] && . "$NVM_DIR/nvm.sh"` |
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| 配置文件 | `~/.openclaw/openclaw.json` |
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| API 数据源 | `https://invest-api.k8s.home` (192.168.68.240:8000) |
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| Stock Guild ID | `1479926167141355560` |
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| Stock Channel ID | `1479926167736942774` |
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---
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## 二、Discord Bot 创建
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### 创建流程（每个 Bot 重复）
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1. 打开 https://discord.com/developers/applications
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2. 点击 **"New Application"** → 输入名称 → 创建
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3. 左侧菜单 **"Bot"** → 开启 **"Message Content Intent"**（Privileged Gateway Intents 下）
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4. 点 **"Reset Token"** → 复制 token（仅显示一次）
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5. 左侧 **"OAuth2"** → URL Generator → 勾选 `bot` scope
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6. Bot Permissions 勾选：`Send Messages`、`Read Message History`、`View Channels`
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7. 复制生成的 URL → 浏览器打开 → 邀请到 Stock Guild
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### 4 个新 Bot 信息
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| Bot 名称 | Discord Account ID | Bot User ID | Token 前缀 |
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|-----------|-------------------|-------------|-----------|
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| invest-bull | invest-bull | `1484895948860817449` | `MTQ4NDg5NTk0ODg2MDgxNzQ0OQ...` |
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| invest-bear | invest-bear | `1484896838506254427` | `MTQ4NDg5NjgzODUwNjI1NDQyNw...` |
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| invest-hawk | invest-hawk | `1484897321526362316` | `MTQ4NDg5NzMyMTUyNjM2MjMxNg...` |
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| invest-dove | invest-dove | `1484897784024006826` | `MTQ4NDg5Nzc4NDAyNDAwNjgyNg...` |
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> **Bot User ID 解码方法**：Discord token 的第一段（第一个 `.` 前）是 base64 编码的 User ID。
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> ```python
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> import base64
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> token_prefix = "MTQ4NDg5NTk0ODg2MDgxNzQ0OQ"
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> padded = token_prefix + "=" * (4 - len(token_prefix) % 4)
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> user_id = base64.b64decode(padded).decode() # → "1484895948860817449"
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> ```
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### 所有 Bot User ID 汇总（用于 users allowlist）
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```python
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all_bot_ids = [
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"964122056163721286", # owner (你)
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"1475235860013125826", # ds-commander
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"1475236767782146070", # ds-strategist
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"1475237428624101518", # ds-builder
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"1475237948936159314", # ds-creator
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"1475238503729201222", # ds-guardian
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"1479925669852086353", # invest-analyst
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"1484895948860817449", # invest-bull (新)
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"1484896838506254427", # invest-bear (新)
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"1484897321526362316", # invest-hawk (新)
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"1484897784024006826", # invest-dove (新)
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]
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```
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---
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## 三、openclaw.json 配置变更
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### 3.1 备份原始配置
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```bash
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ssh yiukai@192.168.68.108
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cp ~/.openclaw/openclaw.json ~/.openclaw/openclaw.json.bak.$(date +%Y%m%d%H%M%S)
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```
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### 3.2 新增 4 个 Agent（agents.list）
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在 `agents.list` 数组末尾追加：
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```json
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{
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"id": "invest-bull",
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"name": "invest-bull",
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"workspace": "/home/yiukai/.openclaw/workspace-invest-bull",
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"agentDir": "/home/yiukai/.openclaw/agents/invest-bull/agent",
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"model": "kimi-coding/k2p5",
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"identity": { "name": "Bull", "emoji": "🐂" }
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},
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{
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"id": "invest-bear",
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"name": "invest-bear",
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"workspace": "/home/yiukai/.openclaw/workspace-invest-bear",
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"agentDir": "/home/yiukai/.openclaw/agents/invest-bear/agent",
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"model": "kimi-coding/k2p5",
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"identity": { "name": "Bear", "emoji": "🐻" }
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},
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{
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"id": "invest-hawk",
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"name": "invest-hawk",
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"workspace": "/home/yiukai/.openclaw/workspace-invest-hawk",
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"agentDir": "/home/yiukai/.openclaw/agents/invest-hawk/agent",
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"model": "kimi-coding/k2p5",
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"identity": { "name": "Hawk", "emoji": "🦅" }
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},
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{
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"id": "invest-dove",
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"name": "invest-dove",
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"workspace": "/home/yiukai/.openclaw/workspace-invest-dove",
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"agentDir": "/home/yiukai/.openclaw/agents/invest-dove/agent",
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"model": "kimi-coding/k2p5",
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"identity": { "name": "Dove", "emoji": "🕊️" }
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}
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```
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变更后 Agent 总数：**11 个**（7 个原有 + 4 个新增）
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### 3.3 更新 Agent 间通信（agentToAgent）
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将 invest-* 系列全部加入 allow 列表：
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```json
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"tools": {
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"agentToAgent": {
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"enabled": true,
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"allow": [
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"ds-commander", "ds-strategist", "ds-builder", "ds-creator", "ds-guardian",
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"invest-analyst", "invest-bull", "invest-bear", "invest-hawk", "invest-dove"
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]
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}
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}
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```
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> **重要变更**：invest-analyst 之前不在 A2A allow 列表中（独立运作），现在加入了，使其能通过 `sessions_send` 触发辩论 agent。
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### 3.4 添加 Ping-Pong 轮次配置
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新增 `session` 顶级配置：
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```json
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"session": {
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"agentToAgent": {
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"maxPingPongTurns": 5
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}
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}
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```
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- Bull/Bear 辩论最多 5 轮 ping-pong
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- 任何 agent 回复 `REPLY_SKIP` 可提前终止
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### 3.5 新增 4 个 Discord Bot 账户
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在 `channels.discord.accounts` 中追加（每个结构相同，仅 token 不同）：
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```json
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"invest-bull": {
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"name": "Bull",
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"enabled": true,
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"token": "MTQ4NDg5NTk0ODg2MDgxNzQ0OQ.Gm081-...",
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"groupPolicy": "open",
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"streaming": "off",
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"guilds": {
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"1479926167141355560": {
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"requireMention": true,
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"users": ["964122056163721286", "1475235860013125826", ...全部 11 个 ID],
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"channels": {
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"1479926167736942774": { "allow": true }
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}
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}
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}
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}
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```
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关键配置说明：
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| 字段 | 值 | 原因 |
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|------|-----|------|
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| `requireMention: true` | 所有 4 个新 bot | 防止自动回复用户消息，只在被 A2A 调用时工作 |
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| `users` | 11 个 ID | 所有 bot 互相可见，owner 可见 |
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| `guilds` | Stock Guild only | 只在投资频道活动 |
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| `streaming: "off"` | 关闭 | 与现有配置保持一致 |
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### 3.6 更新 invest-analyst 的 users 列表
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将 4 个新 bot ID 追加到 invest-analyst 的 `guilds.users` 数组，确保 invest-analyst 能在 Stock Guild 中看到新 bot 的消息。
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### 3.7 新增 4 个 Binding
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在 `bindings` 数组末尾追加：
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```json
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{ "agentId": "invest-bull", "match": { "channel": "discord", "accountId": "invest-bull" } },
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{ "agentId": "invest-bear", "match": { "channel": "discord", "accountId": "invest-bear" } },
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{ "agentId": "invest-hawk", "match": { "channel": "discord", "accountId": "invest-hawk" } },
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{ "agentId": "invest-dove", "match": { "channel": "discord", "accountId": "invest-dove" } }
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```
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变更后 Binding 总数：**10 个**
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---
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## 四、Workspace 目录创建
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在远程服务器上创建 4 个 agent 的 workspace 和 agent 目录：
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```bash
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ssh yiukai@192.168.68.108
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for agent in invest-bull invest-bear invest-hawk invest-dove; do
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mkdir -p ~/.openclaw/workspace-$agent/skills
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mkdir -p ~/.openclaw/workspace-$agent/memory
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mkdir -p ~/.openclaw/agents/$agent/agent
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done
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```
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### 最终目录结构
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```
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~/.openclaw/
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├── openclaw.json # 主配置（已更新）
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├── openclaw.json.bak.20260321XXXXXX # 配置备份
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│
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├── workspace-invest-analyst/ # 编排者 workspace
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│ └── skills/
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│ ├── invest-api/SKILL.md # 原有 API skill
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│ ├── trade-analyze/SKILL.md # 新 — 主编排 skill
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│ ├── market-analysis/SKILL.md # 新 — 技术分析
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│ ├── fundamental-analysis/SKILL.md # 新 — 基本面分析
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│ ├── sentiment-analysis/SKILL.md # 新 — 情感分析
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│ └── macro-analysis/SKILL.md # 新 — 宏观分析
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│
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├── workspace-invest-bull/ # 多方研究员 workspace
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│ ├── SOUL.md # 人格：坚定的价值发现者
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│ ├── AGENTS.md # 操作指令 + 回声防护
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│ ├── skills/
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│ └── memory/
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│
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├── workspace-invest-bear/ # 空方研究员 workspace
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│ ├── SOUL.md # 人格：谨慎的风险猎手
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│ ├── AGENTS.md # 操作指令 + 回声防护
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│ ├── skills/
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│ └── memory/
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│
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├── workspace-invest-hawk/ # 激进风控 workspace
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│ ├── SOUL.md # 人格：积极进取的交易者
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│ ├── AGENTS.md # 操作指令 + 回声防护
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│ ├── skills/
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│ └── memory/
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│
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├── workspace-invest-dove/ # 保守风控 workspace
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│ ├── SOUL.md # 人格：稳健的资产守护者
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│ ├── AGENTS.md # 操作指令 + 回声防护
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│ ├── skills/
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│ └── memory/
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│
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└── agents/
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├── invest-bull/agent/
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├── invest-bear/agent/
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├── invest-hawk/agent/
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└── invest-dove/agent/
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```
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---
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## 五、Skill 文件部署
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### 部署来源
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所有 skill 文件在本地 `openbb-invest-api` 仓库的 `openclaw-skills/` 目录中开发和版本管理。
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### 部署命令
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```bash
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REMOTE="yiukai@192.168.68.108"
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CLAW="/home/yiukai/.openclaw"
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SKILLS="/Users/yiukai/Documents/git/openbb-invest-api/openclaw-skills"
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# 分析 Skills → invest-analyst workspace
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for skill in trade-analyze market-analysis fundamental-analysis sentiment-analysis macro-analysis; do
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ssh $REMOTE "mkdir -p $CLAW/workspace-invest-analyst/skills/$skill"
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scp "$SKILLS/$skill/SKILL.md" "$REMOTE:$CLAW/workspace-invest-analyst/skills/$skill/SKILL.md"
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done
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# SOUL.md + AGENTS.md → 辩论 agent workspace
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for agent in invest-bull invest-bear invest-hawk invest-dove; do
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scp "$SKILLS/souls/$agent.md" "$REMOTE:$CLAW/workspace-$agent/SOUL.md"
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scp "$SKILLS/agents/$agent.md" "$REMOTE:$CLAW/workspace-$agent/AGENTS.md"
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done
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```
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### 部署的文件清单
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| 文件 | 部署到 | 用途 |
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|------|--------|------|
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| `trade-analyze/SKILL.md` | invest-analyst/skills/ | 主编排：4 分析 → 辩论 → 风控 → 裁决 |
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| `market-analysis/SKILL.md` | invest-analyst/skills/ | 技术分析（RSI, MACD, Ichimoku, ATR, OBV） |
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| `fundamental-analysis/SKILL.md` | invest-analyst/skills/ | 基本面（PE, ROE, 财报, 分析师目标价） |
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| `sentiment-analysis/SKILL.md` | invest-analyst/skills/ | 情感（复合评分, 内幕交易, 新闻情感） |
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| `macro-analysis/SKILL.md` | invest-analyst/skills/ | 宏观（利率, CPI, 收益率曲线, 做空压力） |
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| `souls/invest-bull.md` | workspace-invest-bull/SOUL.md | 多方人格定义 |
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| `souls/invest-bear.md` | workspace-invest-bear/SOUL.md | 空方人格定义 |
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| `souls/invest-hawk.md` | workspace-invest-hawk/SOUL.md | 激进风控人格定义 |
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| `souls/invest-dove.md` | workspace-invest-dove/SOUL.md | 保守风控人格定义 |
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| `agents/invest-bull.md` | workspace-invest-bull/AGENTS.md | 操作指令 + REPLY_SKIP 回声防护 |
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| `agents/invest-bear.md` | workspace-invest-bear/AGENTS.md | 操作指令 + REPLY_SKIP 回声防护 |
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| `agents/invest-hawk.md` | workspace-invest-hawk/AGENTS.md | 操作指令 + REPLY_SKIP 回声防护 |
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| `agents/invest-dove.md` | workspace-invest-dove/AGENTS.md | 操作指令 + REPLY_SKIP 回声防护 |
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### 快捷部署脚本
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仓库中包含 `openclaw-skills/deploy.sh`，后续更新 skill 只需运行：
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```bash
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cd /Users/yiukai/Documents/git/openbb-invest-api
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./openclaw-skills/deploy.sh
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```
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---
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## 六、Gateway 重启与验证
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### 重启命令
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```bash
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ssh yiukai@192.168.68.108 'export NVM_DIR="$HOME/.nvm"; [ -s "$NVM_DIR/nvm.sh" ] && . "$NVM_DIR/nvm.sh"; openclaw gateway restart'
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```
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> **注意**：SSH 非交互式 shell 不会加载 nvm，需要手动 source。
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### 重启输出
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- Config warning: `google-antigravity-auth` 插件已移除（无影响）
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- Doctor: 自动迁移了 Discord single-account 配置
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- Doctor warning: Telegram groupPolicy 为 allowlist 但无 allowFrom（已知，非本次变更）
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- **重启成功**: `Restarted systemd service: openclaw-gateway.service`
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### 状态验证
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```bash
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ssh yiukai@192.168.68.108 'export NVM_DIR="$HOME/.nvm"; [ -s "$NVM_DIR/nvm.sh" ] && . "$NVM_DIR/nvm.sh"; openclaw status'
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```
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验证结果：
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| 项目 | 期望 | 实际 |
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|------|------|------|
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| Agents 数量 | 11 | ✅ 11 |
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| Discord accounts | 10/10 | ✅ 10/10 |
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| Gateway 状态 | running | ✅ active (pid 622452) |
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| 新 bot 心跳 | disabled | ✅ disabled（辩论 bot 不需要主动心跳） |
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---
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## 七、配置更新脚本（Python）
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用于批量更新 openclaw.json 的 Python 脚本（在远程通过 SSH 执行）：
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```python
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import json
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with open("/home/yiukai/.openclaw/openclaw.json", "r") as f:
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config = json.load(f)
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# 1. 添加新 agent
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new_agents = [
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{"id": "invest-bull", "name": "invest-bull",
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"workspace": "/home/yiukai/.openclaw/workspace-invest-bull",
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"agentDir": "/home/yiukai/.openclaw/agents/invest-bull/agent",
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"model": "kimi-coding/k2p5",
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"identity": {"name": "Bull", "emoji": "🐂"}},
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# ... invest-bear, invest-hawk, invest-dove 同理
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]
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existing_ids = {a["id"] for a in config["agents"]["list"]}
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for agent in new_agents:
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if agent["id"] not in existing_ids:
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config["agents"]["list"].append(agent)
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# 2. 更新 A2A allow
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config["tools"]["agentToAgent"]["allow"] = [
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"ds-commander", "ds-strategist", "ds-builder", "ds-creator", "ds-guardian",
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"invest-analyst", "invest-bull", "invest-bear", "invest-hawk", "invest-dove"
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]
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# 3. 设置 ping-pong 轮次
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config.setdefault("session", {}).setdefault("agentToAgent", {})["maxPingPongTurns"] = 5
|
||
|
||
# 4. 添加 Discord bot 账户（每个包含 token、guild、channel 配置）
|
||
# 5. 更新 invest-analyst 的 users 列表
|
||
# 6. 添加 bindings
|
||
|
||
with open("/home/yiukai/.openclaw/openclaw.json", "w") as f:
|
||
json.dump(config, f, indent=2, ensure_ascii=False)
|
||
```
|
||
|
||
> 完整脚本通过 `ssh yiukai@192.168.68.108 'python3 << "PYEOF" ... PYEOF'` 远程执行。
|
||
> 脚本包含幂等检查（检查 existing_ids），重复运行不会产生重复条目。
|
||
|
||
---
|
||
|
||
## 八、已知问题
|
||
|
||
### 重启时的 Warning
|
||
|
||
| Warning | 影响 | 处理 |
|
||
|---------|------|------|
|
||
| `google-antigravity-auth` 插件已移除 | 无 | 可从 config 中删除该条目 |
|
||
| Telegram groupPolicy allowlist 但无 allowFrom | Telegram 群组消息被丢弃 | 非本次范围，已记录在 [[OpenClaw 部署配置分析]] |
|
||
| Security audit: 12 critical | groupPolicy=open 风险 | 已有 guild-level channel allowlist 限制，后续可收紧 |
|
||
|
||
### 辩论 Bot 的 requireMention 设置
|
||
|
||
所有 4 个新 bot 都设置了 `requireMention: true`，这意味着：
|
||
- 用户在 Discord 直接说话 **不会** 触发辩论 bot
|
||
- 只有 invest-analyst 通过 `sessions_send` A2A 协议才能触发
|
||
- 这是正确的行为——辩论 bot 不应该自行响应用户消息
|
||
|
||
---
|
||
|
||
## 九、测试步骤
|
||
|
||
### 1. 单个分析 Skill
|
||
|
||
在 Stock Guild Discord 中对 invest-analyst 说：
|
||
```
|
||
/market-analysis NVDA
|
||
```
|
||
期望：返回结构化技术分析报告。
|
||
|
||
### 2. 辩论 Ping-Pong
|
||
|
||
在远程服务器上手动测试 A2A：
|
||
```bash
|
||
openclaw agent --agent invest-analyst --message "请用 sessions_send 给 invest-bull 发送：'请基于 NVDA RSI 75, PE 45 构建看多论点'"
|
||
```
|
||
期望：invest-bull 回复 bull case → 自动 ping-pong 到 invest-bear。
|
||
|
||
### 3. 完整流程
|
||
|
||
在 Stock Guild Discord 中：
|
||
```
|
||
/trade-analyze AAPL
|
||
```
|
||
期望：4 报告 → Bull/Bear 辩论 → Hawk/Dove 风控 → 最终 BUY/SELL/HOLD。
|
||
|
||
---
|
||
|
||
## Related
|
||
|
||
- [[Trading Agents 混合架构方案]]
|
||
- [[TradingAgents 原始架构分析]]
|
||
- [[OpenClaw 部署配置分析]]
|
||
- [[OpenClaw Stock Agent 配置详情]]
|