Standard Operating Procedures

Detailed, step-by-step procedures for working with Claude AI. Each SOP includes prerequisites, procedures, verification steps, and troubleshooting guides.

┌─────────────────────────────────────────────────────────────────────┐
│                    STANDARD OPERATING PROCEDURES                      │
├─────────────────────────────────────────────────────────────────────┤
│                                                                      │
│   Setup & Config          Security & Safety       Operations        │
│   ──────────────         ──────────────────      ────────────      │
│   001. API Setup          005. Authentication     010. Model Select │
│   002. Claude Code        007. Tool Permissions   011. Rate Limits  │
│   003. MCP Config         009. Container Setup     012. Error Handle │
│   004. Environment                                013. Testing       │
│   006. CLAUDE.md                                  014. Monitoring   │
│   008. GitHub Int.                                015. Backup       │
│                                                                      │
└─────────────────────────────────────────────────────────────────────┘

SOP Categories

🔧 Setup & Configuration

• 001 - Claude API Setup - Complete API configuration
• 002 - Claude Code Installation - Install coding assistant
• 003 - MCP Server Configuration - Model Context Protocol
• 004 - Environment Configuration - System setup
• 006 - CLAUDE.md File Creation - Context files
• 008 - GitHub Integration - Version control

🛡️ Security & Safety

• 005 - Authentication & Security - Access control
• 007 - Tool Permissions Setup - Permission management
• 009 - Container Setup for Safety - Isolated environments

📊 Operations & Management

• 010 - Model Selection Guide - Choose the right model
• 011 - Rate Limiting Configuration - Manage API limits
• 012 - Error Handling Setup - Robust error management
• 013 - Testing Framework Setup - Quality assurance
• 014 - Monitoring & Logging - System observability
• 015 - Backup & Recovery - Data protection

How to Use These SOPs

Document Structure

Each SOP follows this standard format:

1. Document Control

   • ID, Version, Status, Last Updated

2. Overview

   • Purpose and scope
   • Prerequisites

3. Procedure

   • Step-by-step instructions
   • Code examples
   • Visual diagrams

4. Verification

   • Testing steps
   • Success criteria

5. Troubleshooting

   • Common issues
   • Solutions

6. See Also

   • Related SOPs
   • External resources

Reading Guide

Best Practice

Read SOPs in order if you're new to Claude. Each builds on previous knowledge.

Implementation Checklist

Before implementing any SOP:

• [ ] Review prerequisites
• [ ] Backup existing configurations
• [ ] Prepare test environment
• [ ] Document changes
• [ ] Verify success criteria

Quick Decision Tree

Start Here
    │
    ├─ New to Claude? ──► Start with SOP 001 (API Setup)
    │
    ├─ Setting up dev environment? ──► SOPs 002-004
    │
    ├─ Security concerns? ──► SOPs 005, 007, 009
    │
    └─ Production deployment? ──► SOPs 010-015

Compliance Matrix

SOP	Development	Staging	Production	Security Required
001	✅	✅	✅	Yes
002	✅	✅	Optional	No
003	✅	✅	✅	No
004	✅	✅	✅	No
005	✅	✅	✅	Yes
007	Recommended	✅	✅	Yes
009	Optional	Recommended	✅	Yes
010-015	As needed	Recommended	✅	Varies

Update Schedule

SOPs are reviewed and updated:

• Monthly: Security-related SOPs (005, 007, 009)
• Quarterly: Setup and configuration SOPs (001-004, 006, 008)
• As needed: Operational SOPs (010-015)

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Ready to begin? Start with SOP 001: Claude API Setup →