SOP 003 Discord Bot Setup

SOP-003: Discord AI Bot Setup

Ozzy (Claude) & Scout (Grok) — Atlantis ITS AI Squad
Doc ID SOP-003 Version 1.0
Author Shane Hardin / Ozzy Date 2026-03-25
Category Infrastructure / AI Squad Status Active

1. Purpose

This SOP documents the end-to-end process for creating, configuring, and running a Discord bot for an Atlantis ITS AI squad member. It covers Discord Developer Portal setup, Python bot code structure, .env secret management, and keeping bots alive across reboots.

2. Prerequisites

  • Python 3.10+ installed

  • pip packages: discord.py, python-dotenv, anthropic (for Ozzy) or openai (for Scout)

  • Anthropic API key (console.anthropic.com) or xAI API key (for Scout)

  • Access to Discord Developer Portal (discord.com/developers/applications)

  • Golboni Discord server — #atlantis-ai-squad channel

  • Bot files folder — recommended: same folder as .env for easy key pickup

3. Discord Developer Portal Setup

3.1 Create the Application

  1. Go to discord.com/developers/applications

  2. Click + Create in the top right

  3. Name the app (e.g. "Ozzy") → click Create

  4. Under General Information, note the Application ID

3.2 Configure the Bot

  1. In the left sidebar click Bot

  2. Click Add Bot → Yes, do it!

  3. Under Privileged Gateway Intents, enable Message Content Intent

  4. Click Reset Token → copy the token immediately — you only see it once

NOTE: Paste the token into your .env file right away as OZZY_DISCORD_BOT_TOKEN=...

3.3 Invite the Bot to Your Server

  1. Left sidebar → OAuth2 → URL Generator

  2. Scopes: check bot

  3. Bot Permissions: check Send Messages, Read Message History, View Channels

  4. Copy the generated URL → paste in browser → select Golboni's server → Authorize

4. File & Environment Setup

4.1 Folder Structure

Place all bot files in the same folder so the .env is shared:

D:\Data\AtlantisITS\bots\

ozzy_bot.py

scout_bot.py

ozzy_memory.json (auto-created on first run)

discord_memory.json (Scout's memory, auto-created)

.env

4.2 .env File

The .env file holds all secrets. Never commit this to GitHub.

XAI_API_KEY=your_xai_key_here

DISCORD_BOT_TOKEN=scout_discord_token_here

OZZY_DISCORD_BOT_TOKEN=ozzy_discord_token_here

ANTHROPIC_API_KEY=sk-ant-xxxxxxxxxxxxxxxxxxxx

NOTE: Add .env to your .gitignore if this folder is tracked by Git.

4.3 Install Dependencies (one time)

Run from any PowerShell prompt:

pip install discord.py python-dotenv anthropic

5. Running the Bots

5.1 Manual Start

Open two separate PowerShell windows. Navigate to the bots folder in each:

cd D:\Data\AtlantisITS\bots

Then run one bot per window:

python ozzy_bot.py

python scout_bot.py

Confirm both bots are online — you should see:

Ozzy online as Ozzy#9512 🏛️

Scout online as Scout#XXXX 🚀

5.2 Testing in Discord

In #atlantis-ai-squad, trigger each bot with its command prefix:

!ozzy What's the status of the MkDocs pipeline?

!scout What tools should we evaluate for NTFY replacement?

5.3 Keeping Bots Alive (Auto-restart)

To survive reboots, use pm2 (Node.js process manager) or Windows Task Scheduler.

Option A — pm2 (recommended):

npm install -g pm2

pm2 start ozzy_bot.py --interpreter python

pm2 start scout_bot.py --interpreter python

pm2 save

pm2 startup

Option B — Windows Task Scheduler: create a task that runs python ozzy_bot.py on system startup with the bots folder as the working directory.

6. Getting the Anthropic API Key

  1. Go to console.anthropic.com and sign in

  2. Left sidebar → API Keys

  3. Click Create Key → name it (e.g. Ozzy-Discord)

  4. Copy the key immediately — it is only shown once

  5. Paste into .env as ANTHROPIC_API_KEY=sk-ant-...

7. Security Notes

  • Never hardcode API keys in .py files — always use os.getenv() and .env

  • Never commit .env to any Git repo — add it to .gitignore

  • Bot tokens are single-server scoped — regenerate immediately if exposed

  • Ozzy's memory is stored in ozzy_memory.json locally — back up to E:\Backups\Projects\ periodically

8. Troubleshooting
Issue Fix
Bot goes silent after restart Process stopped — re-run python ozzy_bot.py or set up pm2 auto-restart
API key not found error Run bot from same folder as .env, confirm key name matches os.getenv() call
Bot not responding to !ozzy Check Message Content Intent is enabled in Developer Portal → Bot tab
Bot not in server Re-run the OAuth2 invite URL from Developer Portal → OAuth2 → URL Generator

9. Related Documents

  • SOP-001 — PowerShell 7 Upgrade

  • SOP-002 — Epson ET4958 Printer Guide

  • KB: Atlantis AI Squad roles and responsibilities

  • ozzy_bot.py, scout_bot.py — bot source files

Atlantis ITS — Confidential Internal Document — SOP-003 v1.0