Stage 0 — Prerequisites — accounts and keys
Goal: Get every account and key ready before you open a Claude Code session.
Steps
- Node.js 20+ and npm installed; terminal access.
- Claude Code CLI installed (`npm install -g @anthropic-ai/claude-code`) — the `claude` command works.
- Anthropic Console API key (for Claude Sonnet/Haiku).
- OpenAI API key (for text-embedding-3-small — cheap embeddings).
- Vector DB chosen: Supabase (free tier to start) or Pinecone serverless.
- WhatsApp Business: a verified phone number in Meta Business Manager + Cloud API access token.
- Postgres database (Supabase or self-host) — for chat memory + audit log.
- An empty git repository (e.g. customer-assistant) — Claude Code works here.
Never type API keys directly into the terminal. Always store them in .env and add .env to .gitignore. Otherwise they leak to GitHub and get abused within minutes.