DTCSKILLS

Setup StoreBrief with OpenClaw

OpenClaw is a desktop app for running AI agents with MCP support. It has a visual interface for managing agent files and MCP connections, making it the most beginner-friendly option for StoreBrief.

Time to complete: ~10 minutes


Step 1: Install OpenClaw

  1. Download OpenClaw from openclaw.com
  2. Install the app (Mac: drag to Applications, Windows: run the installer)
  3. Launch OpenClaw and sign in or create an account

Step 2: Create a new agent workspace

  1. In OpenClaw, click "New Agent" or "Create Workspace"
  2. Name it "StoreBrief"
  3. This creates a workspace where your agent files and MCP connections will live

Step 3: Add your StoreBrief files

After purchasing StoreBrief, you'll receive 4 files:

  • SOUL.md - How StoreBrief thinks and communicates
  • SKILL.md - The full operator toolkit
  • INTEGRATIONS.md - Data source setup reference
  • GETTING_STARTED.md - Quick start guide

Add SOUL.md and SKILL.md to your OpenClaw workspace:

  1. In your StoreBrief workspace, find the file upload or agent files section
  2. Upload or drag in SOUL.md and SKILL.md
  3. Keep INTEGRATIONS.md handy for reference during data source setup

Step 4: Connect your data source

You need at least one data source. Choose what fits your setup:

Option A: Kleio (Recommended)

Kleio gives StoreBrief the richest data set via MCP.

  1. Install Kleio from the Shopify App Store ($29/mo, 14-day free trial)
  2. In your Kleio dashboard, enable the MCP server and copy your API key
  3. In OpenClaw, go to your StoreBrief workspace → MCP Settings
  4. Add a new MCP connection:
{
  "mcpServers": {
    "kleio": {
      "url": "YOUR_KLEIO_MCP_URL",
      "apiKey": "YOUR_KLEIO_API_KEY"
    }
  }
}

Option B: Shopify Direct

  1. In Shopify Admin, go to Settings → Apps and sales channels → Develop apps
  2. Create a new app called "StoreBrief"
  3. Grant API permissions: read_products, write_products, read_orders, read_inventory, write_inventory, read_customers, read_analytics, read_price_rules, write_price_rules, read_discounts, write_discounts
  4. Install the app and copy the Admin API access token
  5. In OpenClaw, add environment variables to your workspace:
SHOPIFY_STORE_URL=your-store.myshopify.com
SHOPIFY_ACCESS_TOKEN=shpat_xxxxxxxxxxxxx

See Connect Your Shopify Store for the full walkthrough.

Option C: Triple Whale

  1. Get your API key from Triple Whale account settings
  2. In OpenClaw, add to your workspace environment variables:
TRIPLE_WHALE_API_KEY=your_api_key_here

Step 5: Optional - Connect Klaviyo

If you use Klaviyo for email/SMS, add it for richer daily briefs:

  1. In Klaviyo, go to Settings → API Keys
  2. Create a Private API key with scopes: campaigns:read, flows:read, metrics:read, lists:read, segments:read, events:read
  3. Add to your OpenClaw workspace environment:
KLAVIYO_API_KEY=pk_xxxxxxxxxxxxx

See Connect Klaviyo for details.


Step 6: Run your first daily brief

In your StoreBrief workspace, start a conversation and type:

Run my daily brief

First time only: StoreBrief will ask about your store (revenue range, team size, ad spend, etc.). This is a one-time setup.

You'll get a daily operator brief with revenue, orders, AOV, sessions, conversion rate, trend flags, and specific recommendations.


What to try next

  • "Why is AOV down?" - AOV diagnostic tree
  • "What's my MER?" - marketing efficiency check
  • "Create a product draft for [name]" - draft-first product creation
  • "Check my inventory risk" - velocity-based risk scoring

Troubleshooting

"StoreBrief doesn't respond as an operator" Make sure both SOUL.md and SKILL.md are loaded in your workspace. The SOUL file defines the persona; the SKILL file defines the capabilities.

"MCP connection failed" Check your API key and MCP URL in workspace settings. Try disconnecting and reconnecting the MCP server.

"No store data returned" Verify your Shopify access token has the correct permissions. The read_analytics scope is required for session and conversion data.