Credential Checklist Template

Track provisioning status for all integrations required by the agent system. Fill in as you set up each integration.

Core (Required)

• Anthropic API Key

  • URL: https://console.anthropic.com 
  • Action: Create account or get invited to org, generate API key
  • Store in: [credential vault / .env / 1Password]

• GitHub CLI Authentication

  • Run: gh auth login
  • Add project scope: gh auth refresh -s read:project
  • Verify: gh api user returns your profile

• Credential Manager (1Password / other)

  • Install desktop app + CLI
  • Enable CLI integration
  • Run: op signin (or equivalent)
  • Verify: op vault list shows expected vaults

Google APIs (If Using Gmail/Calendar)

• Google Cloud Project

  • URL: https://console.cloud.google.com 
  • Enable APIs: Gmail, Calendar
  • Create OAuth2 client credentials
  • Download credentials.json

• Google Calendar OAuth

  • Place calendar_credentials.json in scripts directory
  • Run OAuth flow: python3 [script] --auth
  • Complete browser authorization
  • Token file generated

• Gmail OAuth

  • Get OAuth credentials
  • Run OAuth setup script
  • Complete browser authorization
  • Token file generated

Communication (Choose What Applies)

• Telegram Bot (if using Telegram bridge)

  • Create bot via @BotFather
  • Get bot token + chat ID
  • Add to .env file

• SMS/Phone API (if using SMS alerts)

  • Service: [OpenPhone / Twilio / other]
  • Get API key, store in credential vault

• Slack (if using Slack integration)

  • Create Slack app, get bot token
  • Configure channels

Task Management (Choose What Applies)

• Asana — Generate Personal Access Token at https://developers.asana.com/docs/personal-access-token 
• Linear — Generate API key at https://linear.app/settings/api 
• GitHub Projects — Already covered by GitHub CLI auth

Knowledge Base

• Obsidian Sync
  • Open Obsidian > Settings > Core Plugins > Sync > Enable
  • Connect to shared vault
  • Wait for full sync
  • Verify: ls ~/[Vault Path]/_System/ shows expected folders

Development Environment

• Symlink Verification

  ls -la ~/.claude/commands  # Should point to vault
  ls -la ~/.claude/agents    # Should point to vault
  ls -la ~/.claude/hooks     # Should point to vault
  ls -la ~/.claude/scripts   # Should point to vault
  ls -la ~/.claude/skills    # Should point to vault

• Python Dependencies

  pip3 install [your requirements]

• Secrets File

  touch ~/.secrets && chmod 600 ~/.secrets
  echo 'export ANTHROPIC_API_KEY="sk-ant-..."' >> ~/.secrets
  echo 'source ~/.secrets' >> ~/.zshrc

Custom Integrations

Add rows below for any role-specific integrations not covered above.

• [Integration Name]
  • Access method: [API key / OAuth / other]
  • Store in: [credential vault / .env]

Final Verification

• All required credentials stored securely
• No credentials hardcoded in scripts or config files
• .env files are in .gitignore
• First run test passes (see Day 1 Verification)