Getting Started

Onboarding

Five steps. About ten minutes. You'll be receiving live signals at the end.

Grab your license key

Sign in at thecrewbot.com/account and click Show on the license key card. Click Copy. You'll paste this into the bot client below. Keep it private — this is your subscription credential.

Install the bot client

The client is a small Python program that runs on your own machine. You need Python 3.11 or newer.

git clone https://github.com/chrisp81588/ai-staff-os.git
cd ai-staff-os
pip install -r bot_client/requirements.txt

No Python? Grab it from python.org.

First-run setup

The client walks you through broker selection (Tradovate or Rithmic), credentials, and risk limits. Nothing touches your broker until you confirm.

python -m bot_client

When prompted for CrewBot license key, paste the key from step 1.

Start in paper mode

Your first run will be paper by default. Signals flow, trades simulate, no capital at risk. Let it run a full session before flipping to live.

python -m bot_client --paper

Go live

When you're ready, re-run setup without the --paper flag and answer yes when asked to enable live mode. Your broker credentials stay on your machine — we never touch them.

python -m bot_client --setup

Troubleshooting

“License is not active” on startup: Your subscription status is revoked or expired. Check at /account. If you just subscribed, give it a minute and try again.
“License service temporarily unavailable”: Our API is blipped — the client will retry on next startup. This is rare and self-heals.
Broker connection fails: Double-check that your broker API is enabled (Tradovate: Account → API). Then --setup again to re-enter credentials.
Not seeing alerts: Check your channel preferences at /account. Email is on by default; Discord DMs need a Discord user ID; SMS needs a phone number.

Still stuck? Reply to your welcome email or reach us on Discord.