open-swe/CUSTOMIZATION.md
Aran Yogesh 2039fe6660
feat: stop auto-cloning and let agent manage repo setup [closes OPE-21] (#1159)
* feat: authenticate git operations via sandbox proxy instead of credential files

* feat: authenticate git operations via sandbox proxy instead of credential files

* feat: authenticate git operations via sandbox proxy instead of credential files

* removing logger.info

* formatting and linting

* fix: resolve lint errors in server.py (imports, unused vars, undefined names)

* feat: use opaque proxy headers for GitHub auth in sandbox

* linting formatting and test changes

* linting

* Delete .claude directory

* Delete tests/evals directory

* fix: address PR review — guard missing tokens, quote shell paths, add proxy auth tests

* fix: restore authorship, branch_name support, and installation token for PR creation

* linitng

* fix: move installation token fetch before commit, clean up dead proxy validation code

* feat: stop auto-cloning and let agent manage repo setup [closes OPE-21]

* feat: stop auto-cloning and let agent manage repo setup [closes OPE-21]

* fix: address review feedback — restore agents_md, add git user config, lint fixes

* fix: drop github_token arg from sandbox creation, use generic create_sandbox factory with langsmith-only proxy config

* fix: use _get_langsmith_api_key() for prod key fallback, warn when API key missing for proxy config

* linting

* linting

* feat: add installation token auth to list_repos GitHub API call

* agents.md update

* linting

* fix: address PR review feedback — shell precedence bug in prompt, remove dead code

* linting

* Apply suggestion from @bracesproul

Co-authored-by: Brace Sproul <braceasproul@gmail.com>

* Apply suggestion from @bracesproul

Co-authored-by: Brace Sproul <braceasproul@gmail.com>

* fix: address PR review feedback — restore {working_dir} in prompt, remove clone code block

* fix:Extract check_or_recreate_sandbox utility from inline sandbox health check

* fix: address PR review feedback — async list_repos, restore template name, fix prompt colon

* fix: resolve merge conflicts with main, adopt deepagents v0.5.0a4 LangSmithSandbox

* linting

* yogesh/ope-21-stop-auto-cloning

* Update agent/tools/list_repos.py

Co-authored-by: Brace Sproul <braceasproul@gmail.com>

* Update agent/prompt.py

Co-authored-by: Brace Sproul <braceasproul@gmail.com>

* feat: address PR review — list_repos uses GitHub API only, PR trigger includes org/repo

* linting

* feat: address PR review feedback — list_repos pagination, simpler return, sandbox health check

* feat: support listing repos for personal user accounts via is_organization flag

---------

Co-authored-by: Brace Sproul <braceasproul@gmail.com>
2026-04-10 17:04:55 -07:00

16 KiB

Customization Guide

Open SWE is designed to be forked and customized for your org. The core agent is assembled in a single function — get_agent() in agent/server.py — where you can swap out the sandbox, model, tools, and triggers.

# agent/server.py — the key lines
return create_deep_agent(
    model=make_model(os.environ.get("LLM_MODEL_ID", DEFAULT_LLM_MODEL_ID), temperature=0, max_tokens=20_000),
    system_prompt=construct_system_prompt(...),
    tools=[http_request, fetch_url, list_repos, get_branch_name, commit_and_open_pr, linear_comment, slack_thread_reply],
    backend=sandbox_backend,
    middleware=[
        ToolErrorMiddleware(),
        check_message_queue_before_model,
        ensure_no_empty_msg,
        open_pr_if_needed,
    ],
)

1. Sandbox

By default, Open SWE runs each task in a LangSmith cloud sandbox — an isolated Linux environment where the agent clones the repo and executes commands. Sandbox creation and connection is handled in agent/integrations/langsmith.py.

Using a custom sandbox template

Set environment variables to use a custom Docker image:

DEFAULT_SANDBOX_TEMPLATE_NAME="my-template"    # Template registered in LangSmith
DEFAULT_SANDBOX_TEMPLATE_IMAGE="my-org/my-image:latest"  # Docker image

This is useful for pre-installing languages, frameworks, or internal tools that your repos depend on — reducing setup time per agent run.

Using a different sandbox provider

Set the SANDBOX_TYPE environment variable to switch providers. Each provider has a corresponding integration file in agent/integrations/ and a factory function registered in agent/utils/sandbox.py:

SANDBOX_TYPE Integration file Required env vars
langsmith (default) agent/integrations/langsmith.py LANGSMITH_API_KEY_PROD, SANDBOX_TYPE="langsmith"
daytona agent/integrations/daytona.py DAYTONA_API_KEY, SANDBOX_TYPE="daytona"
runloop agent/integrations/runloop.py RUNLOOP_API_KEY, SANDBOX_TYPE="runloop"
modal agent/integrations/modal.py Modal credentials, SANDBOX_TYPE="modal"
local agent/integrations/local.py None (no isolation — development only), SANDBOX_TYPE="local"

Warning

: local runs commands directly on your host with no sandboxing. Only use for local development with human-in-the-loop enabled.

Adding a new sandbox provider

  1. Create an integration file at agent/integrations/my_provider.py with a factory function matching this signature:
def create_my_provider_sandbox(sandbox_id: str | None = None):
    """Create or reconnect to a sandbox.

    Args:
        sandbox_id: Optional existing sandbox ID to reconnect to.
            If None, creates a new sandbox.

    Returns:
        An object implementing SandboxBackendProtocol.
    """
    ...
  1. Register it in agent/utils/sandbox.py by importing your factory and adding it to SANDBOX_FACTORIES:
from agent.integrations.my_provider import create_my_provider_sandbox

SANDBOX_FACTORIES = {
    ...
    "my_provider": create_my_provider_sandbox,
}

The factory must return an object implementing SandboxBackendProtocol from deepagents. See the existing integration files for reference.

Building a custom sandbox provider

If none of the built-in providers fit, you can build your own. The agent accepts any backend that implements SandboxBackendProtocol from deepagents. The protocol requires:

  • File operations: ls(), read(), write(), edit(), glob(), grep()
  • Shell execution: execute(command, timeout=None) -> ExecuteResponse
  • Identity: id property returning a unique sandbox identifier

The easiest approach is to extend BaseSandbox from deepagents.backends.sandbox — it implements all file operations by delegating to execute(), so you only need to implement the shell execution layer:

from deepagents.backends.sandbox import BaseSandbox
from deepagents.backends.protocol import ExecuteResponse

class MySandbox(BaseSandbox):
    def __init__(self, connection):
        self._conn = connection

    @property
    def id(self) -> str:
        return self._conn.id

    def execute(self, command: str, *, timeout: int | None = None) -> ExecuteResponse:
        result = self._conn.run(command, timeout=timeout or 300)
        return ExecuteResponse(
            output=result.stdout + result.stderr,
            exit_code=result.exit_code,
            truncated=False,
        )

See deepagents.backends.LangSmithSandbox and agent/integrations/langsmith.py for a full reference implementation.


2. Model

The model is configured in the get_agent() function in agent/server.py. By default it uses anthropic:claude-opus-4-6, but you can override it with the LLM_MODEL_ID environment variable:

# Set the model via environment variable (uses provider:model format)
LLM_MODEL_ID="anthropic:claude-sonnet-4-6"

If LLM_MODEL_ID is not set, the default model (anthropic:claude-opus-4-6) is used.

Switching models

Use the provider:model format:

# Anthropic
model=make_model("anthropic:claude-sonnet-4-6", temperature=0, max_tokens=16_000)

# OpenAI (uses Responses API by default)
model=make_model("openai:gpt-4o", temperature=0, max_tokens=16_000)

# Google
model=make_model("google_genai:gemini-2.5-pro", temperature=0, max_tokens=16_000)

The make_model() helper in agent/utils/model.py wraps langchain.chat_models.init_chat_model. For OpenAI models, it automatically enables the Responses API. For full control, pass a pre-configured model instance directly:

from langchain_anthropic import ChatAnthropic

model = ChatAnthropic(model_name="claude-sonnet-4-6", temperature=0, max_tokens=16_000)

return create_deep_agent(
    model=model,
    ...
)

Using different models per context

You can route to different models based on task complexity, repo, or trigger source:

async def get_agent(config: RunnableConfig) -> Pregel:
    source = config["configurable"].get("source")
    
    if source == "slack":
        # Faster model for Slack Q&A
        model = make_model("anthropic:claude-sonnet-4-6", temperature=0, max_tokens=16_000)
    else:
        # Full model for code changes from Linear
        model = make_model("anthropic:claude-opus-4-6", temperature=0, max_tokens=20_000)
    
    return create_deep_agent(model=model, ...)

3. Tools

Open SWE ships with five custom tools on top of the built-in Deep Agents tools (file operations, shell execution, subagents, todos):

Tool File Purpose
commit_and_open_pr agent/tools/commit_and_open_pr.py Git commit + GitHub draft PR
fetch_url agent/tools/fetch_url.py Fetch web pages as markdown
http_request agent/tools/http_request.py HTTP API calls
linear_comment agent/tools/linear_comment.py Post comments on Linear tickets
slack_thread_reply agent/tools/slack_thread_reply.py Reply in Slack threads

Adding a tool

Create a new file in agent/tools/, define a function, and add it to the tools list.

Example — adding a Datadog search tool:

# agent/tools/datadog_search.py
import requests
from typing import Any

def datadog_search(query: str, time_range: str = "1h") -> dict[str, Any]:
    """Search Datadog logs for debugging context.

    Args:
        query: Datadog log query string
        time_range: Time range to search (e.g. "1h", "24h", "7d")

    Returns:
        Dictionary with matching log entries
    """
    # Your Datadog API integration here
    ...

Then register it in agent/server.py:

from .tools import commit_and_open_pr, fetch_url, http_request, linear_comment, slack_thread_reply
from .tools.datadog_search import datadog_search

return create_deep_agent(
    ...
    tools=[
        http_request, fetch_url, commit_and_open_pr,
        linear_comment, slack_thread_reply,
        datadog_search,  # new tool
    ],
    ...
)

The agent will automatically see the tool's name, docstring, and parameter types — the docstring serves as the tool description, so write it clearly.

Removing tools

If you only use Linear (not Slack), remove slack_thread_reply from the tools list and vice versa. If you don't need web fetching, remove fetch_url. The only tool that's essential to the core workflow is commit_and_open_pr.

Conditional tools

You can vary the toolset based on the trigger source:

base_tools = [http_request, fetch_url, commit_and_open_pr]
source = config["configurable"].get("source")

if source == "linear":
    tools = [*base_tools, linear_comment]
elif source == "slack":
    tools = [*base_tools, slack_thread_reply]
else:
    tools = [*base_tools, linear_comment, slack_thread_reply]

return create_deep_agent(tools=tools, ...)

4. Triggers

Open SWE supports three invocation surfaces: Linear, Slack, and GitHub. Each is implemented as a webhook endpoint in agent/webapp.py. You can add, remove, or modify triggers independently.

Removing a trigger

If you don't use Linear, simply don't configure the Linear webhook and remove the env vars. Same for Slack. The webhook endpoints still exist but won't receive events.

To fully remove a trigger's code, delete the corresponding endpoint from agent/webapp.py:

  • Linear: linear_webhook() and process_linear_issue()
  • Slack: slack_webhook() and process_slack_mention()

Default repository

Set the default GitHub org and repo used across all triggers (Slack, Linear, GitHub) when no repo is specified:

DEFAULT_REPO_OWNER="my-org"      # Default GitHub org (used everywhere)
DEFAULT_REPO_NAME="my-repo"      # Default GitHub repo (used everywhere)

These are used as the fallback when:

  • A Slack message doesn't specify a repo (and no thread metadata exists)
  • A Linear issue's team/project isn't in the LINEAR_TEAM_TO_REPO mapping
  • A user writes repo:name without an org prefix — the org defaults to DEFAULT_REPO_OWNER

Repository extraction from messages

Both Slack and Linear support specifying a target repo directly in the message or comment text. The shared utility extract_repo_from_text() in agent/utils/repo.py handles parsing these formats:

  • repo:owner/name — explicit org and repo
  • repo owner/name — space syntax (same result)
  • repo:name — repo name only; the org defaults to DEFAULT_REPO_OWNER
  • https://github.com/owner/name — GitHub URL

Customizing Linear routing

The LINEAR_TEAM_TO_REPO dict in agent/utils/linear_team_repo_map.py maps Linear teams and projects to GitHub repos:

LINEAR_TEAM_TO_REPO = {
    "Engineering": {
        "projects": {
            "backend": {"owner": "my-org", "name": "backend"},
            "frontend": {"owner": "my-org", "name": "frontend"},
        },
        "default": {"owner": "my-org", "name": "monorepo"},
    },
}

Users can also override the team/project mapping on a per-comment basis by including repo:owner/name in their @openswe comment. This takes priority over the mapping — the mapping is used as a fallback when no repo is specified in the comment. If the team/project isn't found in the mapping either, DEFAULT_REPO_OWNER/DEFAULT_REPO_NAME is used.

Customizing Slack routing

Slack uses DEFAULT_REPO_OWNER and DEFAULT_REPO_NAME as the fallback when no repo is specified in a message.

Users can override per-message with repo:owner/name syntax in their Slack message. A shorthand repo:name (without the org) is also supported — the org defaults to DEFAULT_REPO_OWNER.

Adding a new trigger

To add a new invocation surface (e.g. Jira, Discord, a custom API):

  1. Add a webhook endpoint in agent/webapp.py:
@app.post("/webhooks/my-trigger")
async def my_trigger_webhook(request: Request, background_tasks: BackgroundTasks):
    # Parse the incoming event
    payload = await request.json()
    
    # Extract task description and repo info
    task_description = payload["description"]
    repo_config = {"owner": "my-org", "name": "my-repo"}
    
    # Create a LangGraph run
    background_tasks.add_task(process_my_trigger, task_description, repo_config)
    return {"status": "accepted"}
  1. Create a processing function that builds the prompt and starts an agent run:
async def process_my_trigger(task_description: str, repo_config: dict):
    thread_id = generate_deterministic_id(task_description)
    langgraph_client = get_client(url=LANGGRAPH_URL)
    
    await langgraph_client.runs.create(
        thread_id,
        "agent",
        input={"messages": [{"role": "user", "content": task_description}]},
        config={"configurable": {
            "repo": repo_config,
            "source": "my-trigger",
            "user_email": "user@example.com",
        }},
        if_not_exists="create",
    )
  1. Add a communication tool (optional) so the agent can report back:
# agent/tools/my_trigger_reply.py
def my_trigger_reply(message: str) -> dict:
    """Post a reply to the triggering service."""
    # Your API call here
    ...

The key fields in config.configurable are:

  • repo: {"owner": "...", "name": "..."} — which GitHub repo to work on
  • source: string identifying the trigger (used for auth routing and communication)
  • user_email: the triggering user's email (for GitHub OAuth resolution)

5. System prompt

The system prompt is assembled in agent/prompt.py from modular sections. You can customize behavior by editing individual sections:

Section What it controls
WORKING_ENV_SECTION Sandbox paths and execution constraints
TASK_EXECUTION_SECTION Workflow steps (understand → implement → verify → submit)
CODING_STANDARDS_SECTION Code style, testing, and quality rules
COMMIT_PR_SECTION PR title/body format and commit conventions
CODE_REVIEW_GUIDELINES_SECTION How the agent reviews code changes
COMMUNICATION_SECTION Formatting and messaging guidelines

Using AGENTS.md

Drop an AGENTS.md file in the root of any repository to add repo-specific instructions. The agent reads it from the sandbox at startup and appends it to the system prompt. This is the easiest way to encode conventions per-repo without modifying Open SWE's code.


6. Middleware

Middleware hooks run around the agent loop. Open SWE includes four:

Middleware Type Purpose
ToolErrorMiddleware Tool error handler Catches and formats tool errors
check_message_queue_before_model Before model Injects follow-up messages that arrived mid-run
ensure_no_empty_msg Before model Prevents empty messages from reaching the model
open_pr_if_needed After agent Safety net — opens a PR if the agent didn't

Add custom middleware by appending to the middleware list in get_agent(). See the LangChain middleware docs for the @before_model and @after_agent decorators.

Example — adding a CI check after agent completion:

from langchain.agents.middleware import AgentState, after_agent
from langgraph.runtime import Runtime

@after_agent
async def run_ci_check(state: AgentState, runtime: Runtime):
    """Run CI checks after the agent finishes."""
    # Trigger your CI pipeline here
    ...

Then add it to the middleware list:

middleware=[
    ToolErrorMiddleware(),
    check_message_queue_before_model,
    ensure_no_empty_msg,
    open_pr_if_needed,
    run_ci_check,  # new middleware
],