diff --git a/content/.metadata.json b/content/.metadata.json index a373ceee1..c7a12aa2e 100644 --- a/content/.metadata.json +++ b/content/.metadata.json @@ -1,7 +1,7 @@ { "metadata": { "version": "2.0", - "fetch_date": "2026-07-23T12:17:54.272287Z", + "fetch_date": "2026-07-23T17:07:18.066248Z", "section": "all" }, "items": [ @@ -4083,8 +4083,8 @@ "url": "https://code.claude.com/docs/en/agent-view", "status": "success", "path": "en/docs/claude-code/agent-view.md", - "sha256": "afb7b4a9f231dcfc9a9e09c6d4b1e807c98b757a148426f744eaa3adfd074537", - "size": 144395 + "sha256": "48a470fac5802fb3d536d3b5a79932713a1a2aea4f8e3a9b4824dc68ae284f81", + "size": 152398 }, { "url": "https://code.claude.com/docs/en/agents", @@ -4167,8 +4167,8 @@ "url": "https://code.claude.com/docs/en/checkpointing", "status": "success", "path": "en/docs/claude-code/checkpointing.md", - "sha256": "9a60bae794a5c309bc292a0e248f66fe1d14a05bd53d8140ebb85ce59bc96837", - "size": 8082 + "sha256": "58e57f783dde1e2fea704f80a1eac5b309c3bc089dc3eba8ed52d0131b9ccc43", + "size": 8945 }, { "url": "https://code.claude.com/docs/en/chrome", @@ -4335,8 +4335,8 @@ "url": "https://code.claude.com/docs/en/desktop-ios-simulator", "status": "success", "path": "en/docs/claude-code/desktop-ios-simulator.md", - 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"size": 5696 + "sha256": "80370384e022ae24852f50222647caa186a00b96740aba76728b2cd1c9fdac9e", + "size": 5700 }, { "url": "https://support.claude.com/en/articles/14128542-let-claude-use-your-computer-in-cowork", "status": "success", "path": "support/14128542-let-claude-use-your-computer-in-cowork.md", - "sha256": "11a7302670432731b8cc85961680820100f5ff23e408f21b5b883f210e31aab2", + "sha256": "18a4c31d42fc87b45ca682a381a3bfeaadef932c0dcef1062ab13b8d1efcf897", "size": 8284 }, { @@ -8605,8 +8605,8 @@ "url": "https://support.claude.com/en/articles/14499648-how-scim-sync-works-for-enterprise-organizations", "status": "success", "path": "support/14499648-how-scim-sync-works-for-enterprise-organizations.md", - "sha256": "d10f09d1ebc3f4923dfc4e4200b37b2c6cc5a204845220f7a4f15ba4ba7596de", - "size": 7439 + "sha256": "35eede3a19a45ba098d1c0e9acf2a9738d5bdf9ddd9e80d87538d4228ad92cd6", + "size": 7435 }, { "url": "https://support.claude.com/en/articles/14503520-available-beta-and-research-preview-features", @@ -8626,15 +8626,15 @@ "url": "https://support.claude.com/en/articles/14503613-sso-login", "status": "success", "path": "support/14503613-sso-login.md", - "sha256": "94e06c00ff172f38addcb69e7af7005e88782f765886ae2f223e204b6e67a8ed", - "size": 6692 + "sha256": "0ba968554a392cfc48885eb60dba2707d8b3f97efda3189f6c138f03ee6c88ff", + "size": 6696 }, { "url": "https://support.claude.com/en/articles/14503643-set-up-scim-in-claude-for-government", "status": "success", "path": "support/14503643-set-up-scim-in-claude-for-government.md", - "sha256": "db838d1d28f43ef4cfa2ca6528e541fd987c719f69a9e885910ac82a29cb6a48", - "size": 6412 + "sha256": "efac575d87be50a17952d959e9f4f1898c52471968dc6ade51636acff7564fae", + "size": 6404 }, { "url": "https://support.claude.com/en/articles/14503675-organization-instructions-in-claude-for-government", @@ -8661,8 +8661,8 @@ "url": "https://support.claude.com/en/articles/14503775-mcp-web-search", "status": "success", "path": "support/14503775-mcp-web-search.md", - "sha256": "9f5928673bd10f7894c1a4b33371dfb44f90d85b1cdf691ca72a62751dfb54a8", - "size": 4679 + "sha256": "8890d7fad0ef382e1af1a898204af32b8c71728245ea948e9ef442c7a6d1779a", + "size": 4675 }, { "url": "https://support.claude.com/en/articles/14503794-model-availability-in-claude-for-government", @@ -8759,21 +8759,21 @@ "url": "https://support.claude.com/en/articles/14604397-set-up-your-design-system-in-claude-design", "status": "success", "path": "support/14604397-set-up-your-design-system-in-claude-design.md", - 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"sha256": "a6106beef64e3deaffcc839f41cfc8d72f3d7de631e162802d9ca7948002ce8d", - "size": 3365 + "sha256": "4b9a63a23331abb18a5a4bef351a0fe3a17c7e87167138b780fc41d37cf9bea0", + "size": 5155 }, { "url": "https://raw.githubusercontent.com/anthropics/claude-cookbooks/main/managed_agents/self_hosted_sandboxes/docs/upgrade-guide.md", @@ -11076,7 +11090,7 @@ "url": "https://raw.githubusercontent.com/anthropics/claude-plugins-official/main/.claude-plugin/marketplace.json", "status": "success", "path": "github/claude-plugins-official/.claude-plugin/marketplace.json", - "sha256": "64b111d8c1716c062a285ed63eade42f56e2e79ac95859a994d586f573a20e5e", + "sha256": "f349ef13076f42c37af26130287011546f558ab4ac26cf76e6effe414fe6bcd3", "size": 158611 }, { @@ -12472,6 +12486,13 @@ "sha256": "78ff0c77ee6c42c45146d951304b49019a7ceedc2b77d0484151cff47ddec979", "size": 16293 }, + { + "url": "https://raw.githubusercontent.com/anthropics/claude-plugins-official/main/plugins/php-lsp/README.md", + "status": "success", + "path": "github/claude-plugins-official/plugins/php-lsp/README.md", + "sha256": "f2b566d0c1aab1075b7b8e8a8eaf8c0d785e5be9871eda5b58e1f8b5cd955321", + "size": 436 + }, { "url": "https://raw.githubusercontent.com/anthropics/claude-plugins-official/main/plugins/playground/.claude-plugin/plugin.json", "status": "success", @@ -14671,17 +14692,12 @@ "size": 170 } ], - "failures": [ - { - "url": "https://raw.githubusercontent.com/anthropics/claude-plugins-official/main/plugins/php-lsp/README.md", - "error": "503, message='first byte timeout', url='https://raw.githubusercontent.com/anthropics/claude-plugins-official/main/plugins/php-lsp/README.md'" - } - ], + "failures": [], "summary": { - "total": 2096, - "downloaded": 2095, + "total": 2098, + "downloaded": 2098, "skipped": 0, - "failed": 1, + "failed": 0, "success_rate": 100.0 } } \ No newline at end of file diff --git a/content/en/docs/claude-code/agent-view.md b/content/en/docs/claude-code/agent-view.md index b865f4bdd..bb7216774 100644 --- a/content/en/docs/claude-code/agent-view.md +++ b/content/en/docs/claude-code/agent-view.md @@ -34,7 +34,7 @@ This walkthrough covers the core agent view loop: dispatch a task, watch its row claude agents ``` - Agent view opens with an input at the bottom and a table that fills in as sessions start. Press `Esc` at any time to return to your shell. Your sessions keep running while you're away and reappear the next time you open agent view. + Agent view opens with an input at the bottom and a table that fills in as sessions start. Press `Esc` at any time to return to your shell; if you opened agent view by backgrounding a session with `←`, `Esc` returns to that conversation instead. Your sessions keep running while you're away and reappear the next time you open agent view. @@ -191,12 +191,13 @@ Press `Enter` or `→` on a selected row to attach. Agent view is replaced by th While attached, the session behaves like any other Claude Code session: [commands](/docs/en/commands), keyboard shortcuts, and features all work, with the exceptions below. While you're attached, `/install-github-app` and the [`/mcp`](/docs/en/mcp) settings list work normally, since a human at the terminal can complete their dialogs. When nobody is attached, these commands can't open their dialogs, so the session appears under `Needs input` in agent view with a row such as `open this session to manage MCP servers`, and the transcript reply says the same. Attach and run the command again to continue; the needs-input row clears when you attach. `/mcp reconnect `, `/mcp enable`, and `/mcp disable` work without attaching either way. -{/* max-version: 2.1.215 */}From v2.1.208 through v2.1.215, Claude Code refused these commands in a background session: v2.1.214 and v2.1.215 told you to attach and run the command again, and v2.1.208 through v2.1.212 refused them even with a terminal attached, directing you to a regular `claude` session instead. Before v2.1.208, the dialogs opened inside the background session. Attached sessions always render in [fullscreen mode](/docs/en/fullscreen), regardless of your `tui` setting, because a background session has no terminal scrollback to append to. Scroll with `PgUp`, `PgDn`, or the mouse wheel, and press `Ctrl+O` for transcript mode. Your terminal's native scroll and tmux copy mode show only the current viewport, the same as when you run any fullscreen application. Press `←` on an empty prompt, or run `/exit`, to detach and return to agent view, whether you opened the session from agent view or with `claude attach ` from your shell. +On Windows, if you press `←` within about half a second of attaching, Claude Code shows `Ambiguous ←, press again to detach`, because in that window the terminal can redeliver a press from before you attached. Press `←` again to detach. + `Ctrl+Z` also detaches but goes back to where you started instead: agent view if you attached from there, or your shell if you ran `claude attach`. Use `Ctrl+Z` when a dialog has focus and isn't responding to `←`. `Ctrl+C` keeps its standard interrupt behavior while attached: it cancels a running response or `!` shell command rather than detaching. Pressing `Ctrl+C` twice on an empty prompt detaches, the same as in any session. @@ -205,6 +206,16 @@ Detaching never stops a background session: `←`, `Ctrl+Z`, `/exit`, and double In a session running in the foreground, one you started in the terminal rather than attached to from agent view, pressing `←` on an empty prompt backgrounds it and opens agent view with that row selected, so you can switch sessions without leaving the terminal. The same single press detaches an attached session. +If you press `←` right after you delete the last of the prompt's text or move through prompt history, Claude Code asks you to confirm: the first press shows `Press ← again to open agents`, or `Press ← again to go back to agents` in an attached session, and the second press switches. + +When `←` backgrounds a foreground session, agent view shows `Your conversation moved to the background` above the list, with that session's row already selected. From there: + +* Press `Enter` to reopen the conversation. +* Press `Esc` to undo the switch and return to the conversation. If `Esc` shows `Still starting — try again in a moment`, the background session isn't ready yet, so press `Esc` again in a moment. +* Press `Ctrl+C` twice to exit to your shell. + +When Claude Code can't reopen the conversation, it exits and prints a `claude --resume` command that resumes it. + [Claude's task list](/docs/en/interactive-mode#task-list) moves to the background session with the conversation, so the checklist is intact when you return to that row. The row you pressed `←` from also keeps a bold, undimmed name after you move the selection with the arrow keys or the mouse, so you can tell which session you came from. @@ -266,25 +277,25 @@ Type in the dispatch input to filter instead of dispatching: Press `?` in agent view to see every shortcut in context. The table below summarizes them. -| Shortcut | Action | -| :-------------------- | :---------------------------------------------------------------------------------------------------------------------------------------------- | -| `↑` / `↓` | Move between rows | -| `Enter` | Attach to the selected session, or dispatch if there's text in the input | -| `Space` | Open or close the peek panel for the selected session | -| `Shift+Enter` | Dispatch and attach immediately | -| `→` | Attach to the selected session | -| `Alt+1`..`Alt+9` | Attach to session 1–9 in the focused session's directory | -| `Tab` | On an empty input, browse all subagents. Otherwise apply the highlighted suggestion | -| `Ctrl+S` | Switch grouping between state and directory | -| `Ctrl+T` | Pin or unpin the selected session | -| `Ctrl+R` | Rename the selected session | -| `Ctrl+G` | Open the dispatch prompt in your `$VISUAL` or `$EDITOR` | -| `Ctrl+J` | Insert a newline in the dispatch input. {/* min-version: 2.1.212 */}Before v2.1.212, terminals with extended key reporting ignored the keypress | -| `Ctrl+X` | Stop the session; press again within two seconds to delete it | -| `Shift+↑` / `Shift+↓` | Reorder the selected session | -| `Esc` | Close the peek panel, clear the input, or exit | -| `Ctrl+C` | Clear the input; press twice to exit | -| `?` | Show all shortcuts | +| Shortcut | Action | +| :-------------------- | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | +| `↑` / `↓` | Move between rows | +| `Enter` | Attach to the selected session, or dispatch if there's text in the input | +| `Space` | Open or close the peek panel for the selected session | +| `Shift+Enter` | Dispatch and attach immediately | +| `→` | Attach to the selected session | +| `Alt+1`..`Alt+9` | Attach to session 1–9 in the focused session's directory | +| `Tab` | On an empty input, browse all subagents. Otherwise apply the highlighted suggestion | +| `Ctrl+S` | Switch grouping between state and directory | +| `Ctrl+T` | Pin or unpin the selected session | +| `Ctrl+R` | Rename the selected session | +| `Ctrl+G` | Open the dispatch prompt in your `$VISUAL` or `$EDITOR` | +| `Ctrl+J` | Insert a newline in the dispatch input. {/* min-version: 2.1.212 */}Before v2.1.212, terminals with extended key reporting ignored the keypress | +| `Ctrl+X` | Stop the session; press again within two seconds to delete it | +| `Shift+↑` / `Shift+↓` | Reorder the selected session | +| `Esc` | Close the peek panel, clear the input, or exit. When you opened agent view by backgrounding your session with `←`, the final `Esc` returns to that conversation instead of exiting | +| `Ctrl+C` | Clear the input; press twice to exit | +| `?` | Show all shortcuts | ## Dispatch new agents @@ -782,6 +793,9 @@ Agent view has evolved quickly during research preview. If you are on an older C | Version | Change | | -------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | +| v2.1.218 | {/* min-version: 2.1.218 */}Pressing `←` within two seconds of a deletion that emptied the prompt, or of moving through prompt history, shows `Press ← again to open agents`, or `Press ← again to go back to agents` in an attached session, and switches only on a second press at least a second later; before this release the press switched immediately. A `←` that arrives inside pasted or scripted input no longer triggers the switch. Backgrounding a foreground session with `←` shows `Your conversation moved to the background` above the list, and `Esc` at the root of agent view returns to that conversation instead of exiting to the shell, with double `Ctrl+C` remaining the exit; if the conversation can't be reopened, Claude Code exits and prints a `claude --resume` command for it. On Windows, a `←` pressed within about half a second of attaching shows `Ambiguous ←, press again to detach` and detaches on the second press. | +| v2.1.216 | {/* min-version: 2.1.216 */}A background session where `/install-github-app`, the [`/mcp`](/docs/en/mcp) settings list, or an MCP authentication action needs a terminal appears under `Needs input` with a row such as `open this session to manage MCP servers` until you attach; run the command again to continue. From v2.1.208 through v2.1.215 the command was refused with a message and no `Needs input` row. | +| v2.1.213 | {/* min-version: 2.1.213 */}`/install-github-app`, the [`/mcp`](/docs/en/mcp) settings list, and MCP authentication actions work in a background session while a terminal is attached, and are refused only when nobody is attached, with a message telling you to attach and run the command again; from v2.1.208 through v2.1.212 they were refused even with a terminal attached. | | v2.1.212 | {/* min-version: 2.1.212 */}[`/fork` in an interactive session](#from-inside-a-session) copies the conversation into a new background session that appears as its own row, named after the session it came from or, for a prompted fork of an unnamed session, after the fork prompt, while the original keeps running; the earlier forked-subagent behavior of `/fork` moved to `/subtask`. With [agent view turned off](#turn-off-agent-view), `/fork` keeps the forked-subagent behavior. A focused row that is waiting for its first prompt shows `space to send it a prompt`. `Ctrl+J` inserts a newline in the dispatch input on terminals with extended key reporting, where the keypress was previously ignored, and the `?` overlay lists the shortcut. The `←` footer hint in an interactive session briefly shows `N done` when a background session finishes while none need your input. Typing a bare `/resume` in agent view opens a picker of past sessions of the repository you opened agent view from, including sessions deleted from the list, and picking one resumes it as a background session; before this release `/resume` wasn't available in agent view and deleted sessions were reachable only with `claude --resume` or `/resume` from an interactive session. Targeted, scoped, and restricted forms keep the `attach to a session to run it` hint that earlier versions showed for every form. Sessions waiting on a sandbox network-host prompt, an MCP input request, or a managed-settings prompt show as `Needs input` instead of `Working`, in agent view and in `claude agents --json`, and a question from Claude reports `waitingFor: input needed` instead of `permission prompt`. Attaching to a session whose process has stopped shows its transcript formatted the way the live session renders it, instead of as raw text. A stopped session whose transcript is in an unexpected place resumes from it via a last-resort scan of your saved transcripts, and opening a row that has no saved transcript shows `Press enter again to restart this session fresh`, restarting it fresh on the second press; v2.1.211 showed the refusal with no way to restart from agent view. | | v2.1.211 | {/* min-version: 2.1.211 */}Waking a stopped session by attaching, peeking, or replying from the directory it runs in forwards your shell's gateway `ANTHROPIC_BASE_URL` again, under the same conditions as a fresh dispatch, so a session authenticated through a gateway `ANTHROPIC_AUTH_TOKEN` resumes on the gateway instead of reporting `Not logged in`. Attaching to a stopped session that was backgrounded from another conversation before its first response finished is refused with `This session has no saved transcript` instead of silently starting a blank conversation under the same session id; opening the same row from agent view showed the refusal in the footer. Ending the process of a `←` or `/background` session from outside Claude Code marks it stopped instead of the supervisor restarting it, a stop already recorded on disk is honored unless a reply you sent is still waiting to be delivered, a session restarted after a crash is told it was restarted, and a restarted `←` or `/background` session doesn't resume an interrupted response older than about an hour. A session-naming reply that answers or refuses the prompt instead of labeling it, such as for a prompt that's mostly a link, is discarded and the row keeps a name taken from the prompt text. Deleting a session whose worktree git no longer recognizes succeeds, leaving the worktree directory on disk and naming its path, instead of every attempt being refused. A refused delete shows the reason on the session's row, including the underlying git error when the worktree couldn't be removed, instead of the row silently reappearing. | | v2.1.210 | {/* min-version: 2.1.210 */}`claude attach` waits while the background service is starting or reconnecting instead of failing with a `job not found` or `still starting` error, reports a session that finished during the attach as exited, and applies a terminal resize made during a slow attach when the attach completes. The prompt footer's `←` needs-input count appears on every provider, including third-party providers that previously showed the plain `← for agents` form. Backgrounding a session with `←` carries Claude's task list to the background session instead of dropping it. The row you pressed `←` from keeps a bold, undimmed name after the selection moves. `claude agents --effort` accepts `ultracode` instead of silently dropping it. | diff --git a/content/en/docs/claude-code/checkpointing.md b/content/en/docs/claude-code/checkpointing.md index 8a8956eea..2f4587cfe 100644 --- a/content/en/docs/claude-code/checkpointing.md +++ b/content/en/docs/claude-code/checkpointing.md @@ -84,6 +84,10 @@ cp source.txt dest.txt These file modifications cannot be undone through rewind. Only direct file edits made through Claude's file editing tools are tracked. +### Subagent edits not restored + +Except for a [skill with `context: fork`](/docs/en/skills#run-skills-in-a-subagent) that runs in the foreground, edits a [subagent](/docs/en/sub-agents) applies land outside your session's checkpoints, so rewinding doesn't restore them, even though the subagent makes them with Claude's file editing tools. This includes a background [`/code-review --fix`](/docs/en/code-review) run and any forked skill that runs in the background. Use git to revert those edits. The foreground fork edits your working tree during your own turn, so rewinding restores its edits as usual. {/* min-version: 2.1.218 */}A forked skill runs in the background by default; set `background: false` in its frontmatter to run it in the foreground, where the invoking turn waits for the result. Before v2.1.218, forked skills always ran in the foreground. + ### External changes not tracked Checkpointing only tracks files that have been edited within the current session. Manual changes you make to files outside of Claude Code and edits from other concurrent sessions are normally not captured, unless they happen to modify the same files as the current session. diff --git a/content/en/docs/claude-code/desktop-ios-simulator.md b/content/en/docs/claude-code/desktop-ios-simulator.md index 85accfff2..643eb5d3c 100644 --- a/content/en/docs/claude-code/desktop-ios-simulator.md +++ b/content/en/docs/claude-code/desktop-ios-simulator.md @@ -103,7 +103,7 @@ Two actions follow your session's [permission mode](/docs/en/permissions#permiss You can turn Claude's simulator access off in the desktop app's settings. Organizations have two ways to turn it off for everyone: * The `disableMobileSimulatorTools` [managed setting](/docs/en/desktop#managed-settings) blocks Claude's simulator tools. The simulator pane stays usable for your own taps, and the setting can't be overridden from within the app. -* A policy that requires sessions to run inside an isolated virtual machine disables the pane and the tools entirely. +* The `requireCoworkFullVmSandbox` policy key, which runs Claude's tools inside an isolated virtual machine instead of on your Mac, disables the simulator pane and Claude's simulator tools entirely, so the pane can't attach a device while it's set. Claude tells you when either applies. diff --git a/content/en/docs/claude-code/errors.md b/content/en/docs/claude-code/errors.md index cfe85d474..f6472a32a 100644 --- a/content/en/docs/claude-code/errors.md +++ b/content/en/docs/claude-code/errors.md @@ -133,7 +133,7 @@ When you see one of the errors on this page, those retries have already been exh ## Server errors -These errors come from the inference provider rather than your account or request. On the Anthropic API that means Anthropic infrastructure. On Amazon Bedrock, Google Cloud's Agent Platform, Microsoft Foundry, or a custom gateway it means that provider's infrastructure. +Most of these errors come from the inference provider's infrastructure: Anthropic's on the Anthropic API, and that provider's on Amazon Bedrock, Google Cloud's Agent Platform, Microsoft Foundry, or a custom gateway. [Auto mode cannot determine the safety of an action](#auto-mode-cannot-determine-the-safety-of-an-action) and [Agent terminated early due to an API error](#agent-terminated-early-due-to-an-api-error) also cover causes on your side, such as an Amazon Bedrock account that can't invoke the classifier model or a subagent that hit a usage limit. ### API Error: 500 Internal server error @@ -210,21 +210,23 @@ API Error: Response stalled mid-stream. The response above may be incomplete. ### Auto mode cannot determine the safety of an action -The model that [auto mode](/docs/en/permission-modes#eliminate-prompts-with-auto-mode) uses to classify actions couldn't produce a decision, so auto mode didn't approve the action automatically. The message you see depends on why the classifier failed. +The model that [auto mode](/docs/en/permission-modes#eliminate-prompts-with-auto-mode) uses to classify actions couldn't produce a decision, so auto mode didn't approve the action automatically. The message you see depends on how the classifier failed. Reads, searches, and edits inside your working directory skip the classifier, so they keep working in all of these cases. -When the classifier model is overloaded: +When the classifier model is unavailable: ```text theme={null} is temporarily unavailable, so auto mode cannot determine the safety of right now. Wait briefly and then try this action again. ``` +More than one failure produces this same message, so the message alone doesn't tell you the cause. When the classifier model is overloaded or rate-limited, the failure is transient and retrying works. On [Amazon Bedrock](/docs/en/amazon-bedrock), including the [Mantle endpoint](/docs/en/amazon-bedrock#use-the-mantle-endpoint), the same message also appears when your AWS account can't invoke the model named in the message, and that failure repeats on every retry until the model is granted. + **What to do:** -* Retry after a few seconds; Claude sees the same message and usually retries on its own +* Retry after a few seconds; Claude sees the same message and usually retries on its own. A transient failure is unrelated to [auto mode eligibility](/docs/en/permission-modes#eliminate-prompts-with-auto-mode); you don't need to change settings * If retries keep failing, continue with read-only tasks and come back to the blocked action later -* This is transient and unrelated to [auto mode eligibility](/docs/en/permission-modes#eliminate-prompts-with-auto-mode); you don't need to change settings +* On Amazon Bedrock, if the message returns on every retry, check that your account can invoke the model it names: for standard Amazon Bedrock models, confirm your [IAM policy](/docs/en/amazon-bedrock#iam-configuration) allows invoking it; for Mantle model IDs, [contact your AWS account team](/docs/en/amazon-bedrock#mantle-endpoint-errors) {/* min-version: 2.1.216 */}When a classifier request fails because your OAuth token expired or was rotated by another session, Claude Code refreshes the token and retries the request once, so a routine token expiry doesn't surface as this message. Before v2.1.216, an expired or rotated token failed each classifier request, and auto mode denied every checked action with this message until the token was refreshed. @@ -281,7 +283,7 @@ When a rate limit, overload, or server error interrupts a foreground subagent th ## Usage limits -These errors mean a quota tied to your account or plan has been reached. They are distinct from [server errors](#server-errors), which affect everyone. +Most errors in this section mean a quota tied to your account or plan has been reached. Two work differently: [`Server is temporarily limiting requests`](#server-is-temporarily-limiting-requests) is a server-side throttle unrelated to your plan quota, and [`Usage credits required for 1M context`](#usage-credits-required-for-1m-context) is an entitlement check rather than an exhausted quota.

You've hit your session limit @@ -1391,7 +1393,7 @@ The refusal appears in the Bash tool result rather than as a banner in your term Commands that open an interactive dialog can't do so while no terminal is attached to a background session. `/install-github-app`, the `/mcp` settings list, and the authentication actions in the MCP server menu respond with a message, and the session appears under **Needs input** in [agent view](/docs/en/agent-view) so you can find it, attach, and run the command again. While a terminal is attached, these commands work normally. -{/* max-version: 2.1.215 */}Before v2.1.216, Claude Code refused these commands outright: in v2.1.214 and v2.1.215 the message told you to attach and run the command again, and from v2.1.208 through v2.1.212 Claude Code refused them even while a terminal was attached, with a message naming a form that works there, such as `Can't open MCP settings in a background session`. Before v2.1.208, they opened their dialog inside the background session. In v2.1.208 only, Claude Code also refused the `/model` picker in a background session, and `/upgrade` printed the upgrade URL instead of opening a browser. +{/* max-version: 2.1.215 */}Before v2.1.216, the session didn't appear under **Needs input** after one of these refusals. In v2.1.213 through v2.1.215, the commands still worked while a terminal was attached, and the refusal message told you to attach and run the command again. From v2.1.208 through v2.1.212, Claude Code refused them even while a terminal was attached, with a message such as `Can't open MCP settings in a background session`; on those versions, run the command from a regular `claude` session instead, or upgrade. Before v2.1.208, they opened their dialog inside the background session. In v2.1.208 only, Claude Code also refused the `/model` picker in a background session, and `/upgrade` printed the upgrade URL instead of opening a browser. The wording names the command. The `/mcp` settings list reports: diff --git a/content/en/docs/claude-code/permission-modes.md b/content/en/docs/claude-code/permission-modes.md index fd76202d3..8e77fc809 100644 --- a/content/en/docs/claude-code/permission-modes.md +++ b/content/en/docs/claude-code/permission-modes.md @@ -211,7 +211,7 @@ Auto mode is available only when your account meets all of these requirements: * **Model**: on the Anthropic API and [Claude Platform on AWS](/docs/en/claude-platform-on-aws), Claude Opus 4.6 or later, Sonnet 4.6 or later, or [Fable 5](/docs/en/model-config#work-with-fable-5). On Amazon Bedrock, Google Cloud's Agent Platform, Microsoft Foundry, and signed-in [Claude apps gateway](/docs/en/claude-apps-gateway) sessions, only Claude Sonnet 5, Opus 4.7, Opus 4.8, and Fable 5. Older models, including Sonnet 4.5, Opus 4.5, Haiku, and claude-3 models, are not supported on any provider. * **Provider**: available by default on the Anthropic API, Claude Platform on AWS, Amazon Bedrock, Google Cloud's Agent Platform, Microsoft Foundry, and signed-in Claude apps gateway sessions. {/* min-version: 2.1.207 */}In v2.1.158 through v2.1.206, auto mode was off on all of these providers except the Anthropic API and Claude Platform on AWS until you set `CLAUDE_CODE_ENABLE_AUTO_MODE=1`; v2.1.207 removed the requirement. -If Claude Code reports auto mode as unavailable, one of these requirements is unmet; this is not a transient outage. A separate message that names a model and says auto mode "cannot determine the safety" of an action is a transient classifier outage; see the [error reference](/docs/en/errors#auto-mode-cannot-determine-the-safety-of-an-action). +If Claude Code reports auto mode as unavailable, one of these requirements is unmet; this is not a transient outage. A separate message that names a model and says auto mode "cannot determine the safety" of an action means a classifier request failed; that failure is usually transient, but on Amazon Bedrock it can repeat until your account can invoke the named model. See the [error reference](/docs/en/errors#auto-mode-cannot-determine-the-safety-of-an-action) for the causes and what to do. If you set `defaultMode: "auto"` in [settings](/docs/en/settings#available-settings) and the session starts in `default` mode with no error, the setting is likely in `.claude/settings.json` or `.claude/settings.local.json`. Claude Code v2.1.142 and later ignore `auto` from those files so a repository cannot grant itself auto mode. Move it to `~/.claude/settings.json`. diff --git a/content/en/docs/claude-code/permissions.md b/content/en/docs/claude-code/permissions.md index c28d623d7..40672b234 100644 --- a/content/en/docs/claude-code/permissions.md +++ b/content/en/docs/claude-code/permissions.md @@ -199,11 +199,20 @@ Exec wrappers such as `watch`, `setsid`, `ionice`, and `flock` always prompt and Claude Code recognizes a built-in set of Bash commands as read-only and runs them without a permission prompt in every mode. These include `ls`, `cat`, `echo`, `pwd`, `head`, `tail`, `grep`, `find`, `wc`, `which`, `diff`, `stat`, `du`, `cd`, and read-only forms of `git`. The set is not configurable; to require a prompt for one of these commands, add an `ask` or `deny` rule for it. -Unquoted glob patterns are permitted for commands whose every flag is read-only, so `ls *.ts` and `wc -l src/*.py` run without a prompt. Commands with write-capable or exec-capable flags, such as `find`, `sort`, `sed`, and `git`, still prompt when an unquoted glob is present because the glob could expand to a flag like `-delete`. +Unquoted glob patterns are permitted for commands whose every flag is read-only, so `ls *.ts` and `wc -l src/*.py` run without a prompt. -A `cd` into a path inside your working directory or an [additional directory](#working-directories) is also read-only. A compound command like `cd packages/api && ls` runs without a prompt when each part qualifies on its own. Combining `cd` with `git` in one compound command prompts when the `cd` changes into a different directory, since running `git` in a new directory can execute that directory's hooks. A `cd` whose target resolves to the current working directory is a no-op and doesn't trigger this prompt. +Commands from this set still prompt in these cases: -Combining `cd` with an output redirect in one compound command also prompts when Claude Code can't determine which directory the redirect target resolves against after the `cd` runs. A command whose only redirect target is `/dev/null`, such as `cd app; grep -r pattern . 2>/dev/null`, doesn't trigger this prompt, because `/dev/null` doesn't depend on the working directory. {/* min-version: 2.1.207 */}Before v2.1.207, a compound command containing `cd` prompted for any output redirect, including one whose only target was `/dev/null`. +* **Unquoted globs for commands with write-capable flags**: commands with write-capable or exec-capable flags, such as `find`, `sort`, `sed`, and `git`, prompt when an unquoted glob is present, because the glob could expand to a flag like `-delete`. +* **`docker` pointed at another daemon**: read-only forms of `docker` prompt when the command carries a flag that selects a different daemon, such as `-H`, `--context`, or Podman's `--url` and `--connection`. +* **`file` with path-opening flags**: `file` prompts when it passes `-m`/`--magic-file` or `-f`/`--files-from`, because those flags make `file` open the paths named in the flag's value. +* **Network paths on Windows**: a command whose arguments include a network (UNC) path, such as `\\server\share\file`, prompts because accessing a network path can send your Windows credentials to the host it names. The same check applies to [PowerShell tool](/docs/en/tools-reference#powershell-tool) commands. +* **Commands the analysis can't parse**: when Claude Code can't fully parse a command, it asks for approval instead of treating the command as read-only. Commands longer than 10,000 characters always prompt because they exceed what the analysis parses. + +A `cd` into a path inside your working directory or an [additional directory](#working-directories) is also read-only, and a compound command like `cd packages/api && ls` runs without a prompt when each part qualifies on its own. Two combinations prompt even when each part is read-only: + +* **`cd` with `git`**: prompts when the `cd` changes into a different directory, since running `git` in a new directory can execute that directory's hooks. A `cd` whose target resolves to the current working directory is a no-op and doesn't trigger the prompt. +* **`cd` with an output redirect**: prompts when Claude Code can't determine which directory the redirect target resolves against after the `cd` runs. A command whose only redirect target is `/dev/null`, such as `cd app; grep -r pattern . 2>/dev/null`, doesn't prompt, because `/dev/null` doesn't depend on the working directory. Bash permission patterns that try to constrain command arguments are fragile. For example, `Bash(curl http://github.com/ *)` intends to restrict curl to GitHub URLs, but won't match variations like: @@ -263,7 +272,7 @@ Permission deny rule (.claude/settings.json): Write(docs/**) is not matched by f Read and Edit deny rules apply to Claude's built-in file tools and to file commands Claude Code recognizes in Bash, such as `cat`, `head`, `tail`, and `sed`. They don't apply to arbitrary subprocesses that read or write files indirectly, like a Python or Node script that opens files itself. For OS-level enforcement that blocks all processes from accessing a path, [enable the sandbox](/docs/en/sandboxing). -Read and Edit rules both follow the [gitignore](https://git-scm.com/docs/gitignore) specification with four distinct pattern types: +Read and Edit rules both use [gitignore](https://git-scm.com/docs/gitignore) pattern syntax with four distinct pattern types; for single-segment directory patterns, the matching depth also depends on the rule type, described later in this section: | Pattern | Meaning | Example | Matches | | ------------------ | ------------------------------------ | -------------------------------- | ------------------------------------------------ | @@ -297,15 +306,41 @@ Examples: * `Edit(/docs/**)`: edits in `/docs/`, not `/docs/` or `/.claude/docs/` * `Read(~/.zshrc)`: reads your home directory's `.zshrc` * `Edit(//tmp/scratch.txt)`: edits the absolute path `/tmp/scratch.txt` -* `Read(src/**)`: reads from `/src/` +* `Read(src/**)`: as an allow rule, reads from `/src/` only; as a deny or ask rule, matches a `src` directory at any depth under the current directory -A rule only matches files under its anchor, so the anchor determines how far a deny rule reaches. Bare filenames follow gitignore semantics and match at any depth, so `Read(.env)` and `Read(**/.env)` are equivalent: +A rule only matches files under its anchor; within that bound, matching depth depends on the pattern shape and, for single-segment directory patterns, the rule type, described below. Bare filenames follow gitignore semantics and match at any depth, so `Read(.env)` and `Read(**/.env)` are equivalent: | Deny rule | Blocks | Does not block | | ------------------------------- | -------------------------------------------- | ---------------------------------------------------- | | `Read(.env)` or `Read(**/.env)` | any `.env` at or under the current directory | `.env` in a parent directory or another project | | `Read(//**/.env)` | any `.env` anywhere on the filesystem | nothing; the rule is anchored at the filesystem root | +A relative pattern with a single directory segment, such as `src/**`, matches at different depths depending on the rule type: + +* **Allow rules**: `Edit(src/**)` matches only `/src` and the files under it. To allow a directory name at any depth, write `Edit(**/src/**)`. +* **Deny and ask rules**: `Read(secrets/**)` matches a directory named `secrets` at any depth under the current directory, so the rule also applies to nested copies. + +Every other pattern shape matches at the same depth in every rule type: `Edit(/src/**)` and `Edit(src/components/**)` match only at their anchored location, while `Edit(**/src/**)` matches at any depth. + +The following example shows each pattern shape against a project with a top-level `src/` directory and a nested copy under `vendor/`: + +```text theme={null} +/ +├── src/ +│ └── app.ts +└── vendor/ + └── pkg/ + └── src/ + └── lib.js +``` + +| Rule | Matches `src/app.ts` | Matches `vendor/pkg/src/lib.js` | +| :----------------------------------- | :------------------- | :------------------------------ | +| `Edit(src/**)` as an allow rule | Yes | No | +| `Edit(src/**)` as a deny or ask rule | Yes | Yes | +| `Edit(/src/**)` in any rule type | Yes | No | +| `Edit(**/src/**)` in any rule type | Yes | Yes | + In gitignore patterns, `*` matches within a single path segment and can appear at any position in the pattern, while `**` matches across directories. To allow all file access, use only the tool name without parentheses: `Read`, `Edit`, or `Write`. diff --git a/content/en/docs/claude-code/settings.md b/content/en/docs/claude-code/settings.md index b99316fea..35a4a87ce 100644 --- a/content/en/docs/claude-code/settings.md +++ b/content/en/docs/claude-code/settings.md @@ -260,6 +260,7 @@ This tolerance applies only to managed settings. User, project, and local settin | `disableClaudeAiConnectors` | {/* min-version: 2.1.182 */}Disable [claude.ai MCP connectors](/docs/en/mcp#use-mcp-servers-from-claude-ai) so they are not auto-fetched or connected. Set in any settings scope. `true` in any source takes precedence, so a checked-in project `.claude/settings.json` can opt a repo out of cloud connectors, but a project-level `false` cannot override a user- or policy-level `true`. Servers passed explicitly via `--mcp-config` are unaffected. To deny individual connectors instead of all of them, use [`deniedMcpServers`](/docs/en/managed-mcp). Requires Claude Code v2.1.182 or later | `true` | | `disableDeepLinkRegistration` | Set to `"disable"` to prevent Claude Code from registering the `claude-cli://` protocol handler with the operating system when you send the first prompt of an interactive session. [Deep links](/docs/en/deep-links) let external tools open a Claude Code session with a pre-filled prompt. Useful in environments where protocol handler registration is restricted or managed separately | `"disable"` | | `disabledMcpjsonServers` | List of specific MCP servers from `.mcp.json` files to reject | `["filesystem"]` | +| `disableMobileSimulatorTools` | (Managed settings only) Set to `true` to block Claude's tools for the desktop app's [iOS Simulator pane](/docs/en/desktop-ios-simulator#turn-off-simulator-access). Users keep manual use of the pane; only Claude's access is removed. The value must be the JSON boolean `true`; any other value is ignored, and a malformed value such as `"true"` or `1` logs a warning | `true` | | `disableRemoteControl` | {/* min-version: 2.1.128 */}Disable [Remote Control](/docs/en/remote-control): blocks `claude remote-control`, the `--remote-control` flag, auto-start, and the in-session toggle. Typically placed in [managed settings](/docs/en/permissions#managed-settings) for per-device MDM enforcement, but works from any scope. Requires Claude Code v2.1.128 or later | `true` | | `disableSideloadFlags` | {/* min-version: 2.1.193 */}(Managed settings only) Reject the `--plugin-dir`, `--plugin-url`, `--agents`, and `--mcp-config` CLI flags at startup, which users could otherwise pass to bypass [`strictKnownMarketplaces`](#strictknownmarketplaces) for a single run. Also rejects these flags from any surface that spawns the CLI with them internally, currently [Cowork](/docs/en/desktop) local sessions in the desktop app. A `--mcp-config` whose servers are all in-process `type: "sdk"` entries is still accepted, so the Agent SDK and VS Code extension keep working. Doesn't block `claude mcp add`, `.mcp.json`, or SDK `setMcpServers()`; pair with [`allowedMcpServers`](/docs/en/managed-mcp) for per-server MCP control. Requires Claude Code v2.1.193 or later | `true` | | `disableSkillShellExecution` | Disable inline shell execution for `` !`...` `` and ` ```! ` blocks in [skills](/en/skills) and custom commands from user, project, plugin, or additional-directory sources. Commands are replaced with `[shell command execution disabled by policy]` instead of being run. Bundled and managed skills are not affected. Most useful in [managed settings](/en/permissions#managed-settings) where users cannot override it | `true` | diff --git a/content/en/docs/claude-code/skills.md b/content/en/docs/claude-code/skills.md index 6edd8f4b1..ede228e6b 100644 --- a/content/en/docs/claude-code/skills.md +++ b/content/en/docs/claude-code/skills.md @@ -245,6 +245,8 @@ Your skill instructions here... All fields are optional. Only `description` is recommended so Claude knows when to use the skill. +{/* min-version: 2.1.218 */}Boolean fields accept `yes`, `no`, `on`, `off`, `1`, and `0` in any letter case, in addition to `true` and `false`. Before v2.1.218, Claude Code recognized only `true` and `false`. + | Field | Required | Description | | :------------------------- | :---------- | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `name` | No | Display name shown in skill listings. Defaults to the directory name. See [How a skill gets its command name](#how-a-skill-gets-its-command-name) for how the field interacts with the name you type to invoke the skill. | @@ -260,6 +262,7 @@ All fields are optional. Only `description` is recommended so Claude knows when | `effort` | No | [Effort level](/docs/en/model-config#adjust-effort-level) when this skill is active. Overrides the session effort level. Default: inherits from session. Options: `low`, `medium`, `high`, `xhigh`, `max`; available levels depend on the model. | | `context` | No | Set to `fork` to run in a forked subagent context. See [Run skills in a subagent](#run-skills-in-a-subagent). | | `agent` | No | Which subagent type to use when `context: fork` is set. | +| `background` | No | Only applies with `context: fork`. Set to `false` to wait for the forked subagent's result in the turn that invoked the skill, instead of [running it in the background](#run-skills-in-a-subagent). Default: `true`. {/* min-version: 2.1.218 */}Requires Claude Code v2.1.218 or later. | | `hooks` | No | Hooks scoped to this skill's lifecycle. See [Hooks in skills and agents](/docs/en/hooks#hooks-in-skills-and-agents) for configuration format. | | `paths` | No | Glob patterns that limit when this skill is activated. Accepts a comma-separated string or a YAML list. When set, Claude loads the skill automatically only when working with files matching the patterns. Uses the same format as [path-specific rules](/docs/en/memory#path-specific-rules). | | `shell` | No | Shell to use for `` !`command` `` and ` ```! ` blocks in this skill. Accepts `bash` (default) or `powershell`. Setting `powershell` runs inline shell commands via PowerShell when the [PowerShell tool](/en/tools-reference#powershell-tool) is enabled: it's on by default on Windows without Git Bash, and `CLAUDE_CODE_USE_POWERSHELL_TOOL=1` enables it elsewhere. | @@ -450,9 +453,9 @@ When you run `/fix-issue 123`, Claude receives "Fix GitHub issue 123 following o If you invoke a skill with arguments but the skill doesn't include `$ARGUMENTS`, Claude Code appends `ARGUMENTS: ` to the end of the skill content so Claude still sees what you typed. -You can also stack several skills at the start of one message. {/* min-version: 2.1.199 */}As of v2.1.199, typing `/code-review /fix-issue 123` loads both skills and passes the trailing text `123` as `$ARGUMENTS` to each of them. In earlier versions, only the first skill loaded and received `/fix-issue 123` as literal argument text. +You can also stack several skills at the start of one message. {/* min-version: 2.1.199 */}Typing `/write-tests /fix-issue 123` loads both skills and passes the trailing text `123` as `$ARGUMENTS` to each of them. Before v2.1.199, only the first skill loaded and received `/fix-issue 123` as literal argument text. -Claude Code expands the first skill plus up to five more stacked after it. Expansion stops at the first token that isn't an inline user-invocable skill, so a skill that runs as a [forked subagent](#run-skills-in-a-subagent) or one whose arguments may themselves start with a slash command, such as `/loop`, also ends the run there; that token and everything after it become the argument text for every expanded skill. +Claude Code expands the first skill plus up to five more stacked after it. Expansion stops at the first token that isn't an inline user-invocable skill, so a skill that runs as a [forked subagent](#run-skills-in-a-subagent), such as [`/code-review`](/docs/en/code-review#review-a-diff-locally), or one whose arguments may themselves start with a slash command, such as `/loop`, also ends the run there. That token and everything after it become the argument text for every expanded skill. {/* min-version: 2.1.218 */}`/code-review` runs as a forked subagent from v2.1.218; on earlier versions it ran inline and stacked. To access individual arguments by position, use `$ARGUMENTS[N]` or the shorter `$N`: @@ -537,6 +540,19 @@ To disable this behavior for skills and custom commands from user, project, plug Add `context: fork` to your frontmatter when you want a skill to run in isolation. The skill content becomes the prompt that drives the subagent. It won't have access to your conversation history. +The forked subagent runs in the [background](/docs/en/sub-agents#run-subagents-in-foreground-or-background): you keep working while it runs, and its result arrives in your conversation when it completes. Set `background: false` in the frontmatter to instead wait for the result in the turn that invoked the skill. {/* min-version: 2.1.218 */}Before v2.1.218, forked skills always blocked the turn until they finished. + +Claude Code also waits for the result, even when the skill doesn't set `background: false`, in these cases: + +* In non-interactive mode, with the `-p` flag or the Agent SDK +* When you set [`CLAUDE_CODE_DISABLE_BACKGROUND_TASKS`](/docs/en/env-vars) to `1`, which also turns off all other background task features +* When you invoke a forked skill while an earlier invocation of the same skill is still running +* When a [scheduled task](/docs/en/scheduled-tasks) fires with the skill as its prompt + +{/* min-version: 2.1.218 */}A backgrounded fork also runs with the [narrower tool set that applies to background subagents](/docs/en/sub-agents#run-subagents-in-foreground-or-background): the skill's subagent is a regular agent type, so the exemption for subagents that fork the conversation doesn't cover it. If your skill's steps depend on a tool outside that set, set `background: false` to keep the full tool set. + +A forked skill that runs in the background applies its edits outside your session's [checkpoints](/docs/en/checkpointing), so `/rewind` doesn't undo them; use git to revert them. + `context: fork` only makes sense for skills with explicit instructions. If your skill contains guidelines like "use these API conventions" without a task, the subagent receives the guidelines but no actionable prompt, and returns without meaningful output. @@ -574,7 +590,7 @@ When this skill runs: 1. A new isolated context is created 2. The subagent receives the skill content as its prompt ("Research \$ARGUMENTS thoroughly...") 3. The `agent` field determines the execution environment (model, tools, and permissions) -4. Results are summarized and returned to your main conversation +4. The subagent summarizes its results and returns them to your main conversation when it finishes The `agent` field specifies which subagent configuration to use. Options include built-in agents (`Explore`, `Plan`, `general-purpose`) or any custom subagent from `.claude/agents/`. If omitted, uses `general-purpose`. diff --git a/content/en/docs/claude-code/sub-agents.md b/content/en/docs/claude-code/sub-agents.md index 54c162d7f..5a24de23a 100644 --- a/content/en/docs/claude-code/sub-agents.md +++ b/content/en/docs/claude-code/sub-agents.md @@ -753,7 +753,7 @@ Subagents can run in the foreground or the background: * **Foreground subagents** block the main conversation until complete. Permission prompts are passed through to you as they come up. * **Background subagents** run concurrently while you continue working. {/* min-version: 2.1.186 */}As of v2.1.186, when a background subagent reaches a tool call that needs permission, the prompt surfaces in your main session and names the subagent that is asking. Approve to let the subagent continue, or press Esc to deny that one tool call without stopping the subagent. Before v2.1.186, background subagents auto-denied any tool call that would have prompted. -{/* min-version: 2.1.198 */}As of v2.1.198, subagents run in the background by default. Claude runs a subagent in the foreground when it needs the result before continuing. Background subagents run with a [smaller built-in tool set](#available-tools) than foreground subagents, and they surface every permission prompt in your main session. +{/* min-version: 2.1.198 */}As of v2.1.198, subagents run in the background by default. Claude runs a subagent in the foreground when it needs the result before continuing. Background subagents run with a [smaller built-in tool set](#available-tools) than foreground subagents, except for conversation forks, and they surface every permission prompt in your main session. {/* min-version: 2.1.211 */}A background subagent's results reach Claude as a completion notification in a later turn. Claude waits for that notification before reporting the subagent's results, and if you ask about progress first, it reports that the subagent is still running. Before v2.1.211, Claude sometimes reported results for a background subagent that hadn't finished. diff --git a/content/en/docs/claude-code/workflows.md b/content/en/docs/claude-code/workflows.md index a9cfbc46b..22d7bc71f 100644 --- a/content/en/docs/claude-code/workflows.md +++ b/content/en/docs/claude-code/workflows.md @@ -79,6 +79,8 @@ Claude Code includes `/deep-research` as a built-in workflow: | :-------------------------- | :---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `/deep-research ` | Fans out web searches on a question across several angles, fetches and cross-checks the sources it finds, votes on each claim, and returns a cited report with claims that didn't survive cross-checking filtered out. Requires the [WebSearch tool](/docs/en/tools-reference#websearch-tool-behavior) to be available | +{/* min-version: 2.1.218 */}`/deep-research` runs only when you invoke it. Before v2.1.218, Claude could also start it on its own. + [Workflows you save](#save-the-workflow-for-reuse) yourself become commands the same way and appear in `/` autocomplete alongside the bundled ones. ### Watch the run diff --git a/content/github/claude-cookbooks/managed_agents/CMA_with_mongodb_atlas.ipynb b/content/github/claude-cookbooks/managed_agents/CMA_with_mongodb_atlas.ipynb new file mode 100644 index 000000000..3946bfcf5 --- /dev/null +++ b/content/github/claude-cookbooks/managed_agents/CMA_with_mongodb_atlas.ipynb @@ -0,0 +1,1656 @@ +{ + "cells": [ + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "# Fraud Review Agent with MongoDB Atlas and Claude Managed Agents\n", + "\n", + "This cookbook shows how to bring **MongoDB Atlas** to an agent running on\n", + "[Claude Managed Agents](README.md) (CMA) — as its retrieval engine, its graph store, and its\n", + "system of record — using only the standard CMA patterns (custom tools and MCP toolsets), with\n", + "**no platform-level MongoDB integration required**. The runnable helpers live beside this\n", + "notebook in [`mongodb_on_cma/`](mongodb_on_cma/). Each section links the full file so the\n", + "narrative stays focused on *where MongoDB plugs in* and *where the agent adds value*.\n", + "\n", + "**Where MongoDB Plugs In:** Most agent stacks bolt together three or four systems: a vector\n", + "database for semantic search, a separate engine for keywords, a graph store for relationships,\n", + "and an operational database for the records themselves. Every seam is another integration,\n", + "another credential, another place the agent's view of the world can drift. MongoDB collapses\n", + "that into one engine: the same documents are searchable by **vector** (`$vectorSearch`), by\n", + "**full-text** (`$search`), as a **hybrid** of the two fused with reciprocal rank fusion, or RRF\n", + "(`$rankFusion`), and traversable as a **graph** (`$graphLookup`) — and they are the same\n", + "documents the agent reads, writes, and persists its decisions to. One query language, one\n", + "cluster, one connection (`pymongo`).\n", + "\n", + "**Where the Agent Adds Value:** CMA runs the agent loop and sandbox on Anthropic's side. Your\n", + "application owns the **data path** to MongoDB. The agent reasons over what MongoDB retrieves,\n", + "pauses for a human on risky calls through CMA's native `requires_action` gate, and writes its\n", + "verdict back — all without the database credential ever entering the agent context or its\n", + "sandbox.\n", + "\n", + "> MongoDB here is your **operational data store and retrieval engine** — your system of record,\n", + "> controlled by your application. That's distinct from the memory features CMA manages natively\n", + "> on the platform. The two are complementary.\n", + "\n", + "**By the end you will be able to:**\n", + "\n", + "- Connect a credential-safe MongoDB Atlas data path into a Claude Managed Agent in three ways.\n", + "- Lift vector, full-text, hybrid, and graph retrieval into an agent's custom tools.\n", + "- Gate risky agent decisions behind CMA's native human-in-the-loop pause.\n", + "- Make one MongoDB Atlas cluster the agent's system of record and audit backbone.\n", + "\n", + "The worked example is a **human-in-the-loop fraud-review agent**, but the patterns are\n", + "vertical-agnostic: swap the collection and the tools, and the same shape serves a support,\n", + "research, or operations agent.\n", + "\n", + "## What this guide covers\n", + "\n", + "1. [Connect MongoDB to a managed agent](#1-connect-mongodb-to-a-managed-agent)\n", + "2. [Retrieve: four patterns, one engine](#2-retrieve-four-patterns-one-engine)\n", + "3. [The end-to-end agent: human-in-the-loop fraud review](#3-the-end-to-end-agent-human-in-the-loop-fraud-review)\n", + "4. [MongoDB Atlas as the system of record and audit backbone](#4-mongodb-atlas-as-the-system-of-record-and-audit-backbone)\n", + "5. [Recap](#5-recap)" + ] + }, + { + "cell_type": "code", + "execution_count": 1, + "metadata": {}, + "outputs": [], + "source": [ + "%%capture\n", + "# Third-party dependencies: the Anthropic SDK (drives Claude Managed Agents via client.beta.*),\n", + "# pymongo (the host-side data path), python-dotenv, and cryptography + pyjwt (sign/verify the\n", + "# AP2 mandates). This installs the PyPI packages only — the notebook also imports the adjacent\n", + "# `mongodb_on_cma/` package and `utilities.py`, so run it from a clone of this repo (see Setup).\n", + "%pip install -q \"anthropic>=0.109.0\" pymongo python-dotenv cryptography pyjwt" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## Prerequisites\n", + "\n", + "**Required knowledge:** Python and `pymongo` basics, plus passing familiarity with the Claude\n", + "API. New to MongoDB + Claude? The\n", + "[library-RAG notebook](../third_party/MongoDB/rag_using_mongodb.ipynb) covers `$vectorSearch`\n", + "first. New to the custom-tool gate?\n", + "[`CMA_gate_human_in_the_loop.ipynb`](CMA_gate_human_in_the_loop.ipynb) teaches the round-trip.\n", + "\n", + "**Required tools:** Python 3.11+, an [Anthropic API key](https://console.anthropic.com), and a\n", + "MongoDB Atlas cluster.\n", + "\n", + "## Setup\n", + "\n", + "**Required:** `MONGO_URI` (an Atlas SRV connection string) plus Anthropic API access. A **free\n", + "M0 cluster runs everything in this cookbook** — vector, full-text, hybrid `$rankFusion`, and\n", + "graph traversal — so there is no paid-tier requirement. Hybrid search uses the native\n", + "`$rankFusion` stage, which needs MongoDB 8.0+; every current Atlas cluster (M0 included) is on\n", + "8.0 or later, so this holds by default.\n", + "\n", + "```bash\n", + "uv sync --all-extras # from the repo root\n", + "cp .env.example .env # then add MONGO_URI (and Anthropic auth, if not already configured)\n", + "```\n", + "\n", + "**Optional embeddings/rerank provider:** The seed fixture ships precomputed embeddings, so the\n", + "cookbook runs without one. To enable the live-embedding and reranker paths, set **one** of\n", + "`MDB_ATLAS_API_KEY` (the MongoDB Atlas AI endpoint, serving both `/v1/embeddings` and\n", + "`/v1/rerank`) or `VOYAGE_API_KEY` (the `voyageai` SDK). `ENABLE_RERANK=1` adds the reranker\n", + "second stage. `AUTO_APPROVE=1` resolves the human gate deterministically for CI. `COOKBOOK_MODEL`\n", + "overrides the agent model (default `claude-haiku-4-5`).\n", + "\n", + "**No Atlas cluster yet?** The partner notebook [`rag_using_mongodb.ipynb`](../third_party/MongoDB/rag_using_mongodb.ipynb) walks through creating a free cluster and getting your `MONGO_URI`; the [Atlas Search index docs](https://www.mongodb.com/docs/atlas/atlas-search/create-index/) cover index setup." + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "The teaching code lives **inline in this notebook**: the four retrieval pipeline builders\n", + "(Section 2) and the custom-tool handlers plus the `requires_action` gate loop (Section 3). The\n", + "[`mongodb_on_cma/`](mongodb_on_cma/) package next to the notebook holds only setup boilerplate\n", + "you import rather than read: [`config.py`](mongodb_on_cma/config.py) (index names + tunables),\n", + "[`embeddings.py`](mongodb_on_cma/embeddings.py) (the Atlas/Voyage client),\n", + "[`tools.py`](mongodb_on_cma/tools.py) (Atlas seed/index setup + shared decision/audit doc\n", + "shapers), [`ap2_mandates.py`](mongodb_on_cma/ap2_mandates.py) (AP2 signing/verification — a\n", + "crypto black box you call through `verify_mandates`), and\n", + "[`seed.py`](mongodb_on_cma/seed.py) (the example-data loader). Import them, connect the clients,\n", + "and resolve the run configuration." + ] + }, + { + "cell_type": "code", + "execution_count": 2, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "warning: no ANTHROPIC_API_KEY / ANTHROPIC_AUTH_TOKEN / ANTHROPIC_PROFILE found; relying on the SDK / `ant` CLI to resolve credentials.\n", + "model=claude-haiku-4-5 rerank=on provider=yes\n" + ] + } + ], + "source": [ + "import hashlib\n", + "import json\n", + "import logging\n", + "import os\n", + "from datetime import UTC, datetime\n", + "from typing import Any\n", + "\n", + "import dotenv\n", + "from anthropic import Anthropic\n", + "from mongodb_on_cma import (\n", + " EMBED_DIM,\n", + " build_audit_event,\n", + " build_decision_doc,\n", + " ensure_indexes,\n", + " has_anthropic_auth,\n", + " load_seed,\n", + " make_embedding_client,\n", + " missing_required_env,\n", + " preflight,\n", + " prepare_seed,\n", + " rerank,\n", + " resolve_model,\n", + " seed_collection,\n", + " server_version,\n", + " supports_rank_fusion,\n", + ")\n", + "from mongodb_on_cma.ap2_mandates import (\n", + " attach_mandates,\n", + " store_mandate_receipt,\n", + " tool_verify_mandates,\n", + ")\n", + "from pymongo import MongoClient\n", + "from utilities import wait_for_idle_status\n", + "\n", + "dotenv.load_dotenv()\n", + "\n", + "missing = missing_required_env()\n", + "assert not missing, f\"Set these in your environment / .env: {missing}\"\n", + "# Anthropic auth is a soft check: an API key, an auth token, or a profile (e.g. the `ant`\n", + "# CLI's workload-identity federation) all work, so warn rather than block if none is set.\n", + "if not has_anthropic_auth():\n", + " print(\n", + " \"warning: no ANTHROPIC_API_KEY / ANTHROPIC_AUTH_TOKEN / ANTHROPIC_PROFILE found; \"\n", + " \"relying on the SDK / `ant` CLI to resolve credentials.\"\n", + " )\n", + "\n", + "MODEL = resolve_model()\n", + "ENABLE_RERANK = os.getenv(\"ENABLE_RERANK\", \"\").lower() in (\"1\", \"true\")\n", + "AUTO_APPROVE = os.getenv(\"AUTO_APPROVE\", \"\").lower() in (\"1\", \"true\")\n", + "\n", + "# Quiet the SDK's one-shot notice that ANTHROPIC_API_KEY shadows profile/federation\n", + "# auto-discovery — expected when an API key is set; harmless under `ant` / WIF auth.\n", + "logging.getLogger(\"anthropic.lib.credentials._auth\").setLevel(logging.ERROR)\n", + "client = Anthropic()\n", + "mongo = MongoClient(os.environ[\"MONGO_URI\"])\n", + "db = mongo[\"fraud_review_demo\"]\n", + "coll = db[\"transactions\"]\n", + "ai_client = make_embedding_client() # Atlas / Voyage / None (seed ships precomputed vectors)\n", + "\n", + "print(\n", + " f\"model={MODEL} rerank={'on' if ENABLE_RERANK else 'off'} provider={'yes' if ai_client else 'none'}\"\n", + ")" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## 1. Connect MongoDB to a managed agent\n", + "\n", + "The agent loop and its sandbox are **Anthropic-hosted** — that is what \"Managed\" means. The\n", + "only thing you host is the **data path** to MongoDB. On every path, the MongoDB credential\n", + "lives on *your* side of the boundary: it never enters the agent context, a cloud sandbox's\n", + "environment, or a file the agent can read.\n", + "\n", + "> **Why this cookbook talks to CMA through `client.beta.*` and not the Claude Agent SDK.**\n", + "> Managed Agents (CMA) is a [hosted REST API](https://platform.claude.com/docs/en/managed-agents/overview):\n", + "> Anthropic runs the agent loop and the sandbox, and you drive it by creating agents/sessions\n", + "> and streaming events through the standard Anthropic SDK's beta surface\n", + "> (`client.beta.agents`, `client.beta.sessions`, `client.beta.sessions.events`). There is no\n", + "> separate \"CMA SDK\" — this *is* how you use CMA. The\n", + "> [Claude Agent SDK](https://code.claude.com/docs/en/agent-sdk/overview)\n", + "> (`claude-agent-sdk`, showcased in the repo's\n", + "> [`claude_agent_sdk/`](../claude_agent_sdk/) cookbooks) is a different product: a library that\n", + "> runs the agent loop **inside your own process**, on your own infrastructure. The two are\n", + "> complementary — you'd prototype locally with the Agent SDK and run in production on CMA — but\n", + "> a CMA integration like this one is built on the beta sessions/events API. That choice is also\n", + "> what makes the credential boundary below work: because *your* process handles each custom-tool\n", + "> call, the MongoDB secret stays host-side (see Path A).\n", + "\n", + "There are three ways to wire the data path. **This cookbook uses Path A throughout** — it is\n", + "the recommended, lightest pattern and the one that keeps the credential fully host-side. Paths\n", + "B and C are summarized after it for completeness.\n", + "\n", + "### Path A: host-side custom tool (recommended)\n", + "\n", + "Your application defines a `custom` tool. When the agent calls it, the session pauses with\n", + "`requires_action`, **your** process runs the query with `pymongo`, and you post back a\n", + "`user.custom_tool_result`. The secret never enters the sandbox, MongoDB can sit in a private\n", + "VPC, and the agent is constrained to a fixed, audited set of queries. It is the lightest path —\n", + "no standing server — and Anthropic's recommended pattern for any secret-bearing data source.\n", + "\n", + "To see the wiring unobscured, here is the whole round-trip with one tiny `find_notes` tool over\n", + "a throwaway `notes` collection. **This is the core integration: a few lines of `pymongo`, run\n", + "host-side, behind a custom tool.** Section 3 scales this exact shape to five tools and a real\n", + "workload." + ] + }, + { + "cell_type": "code", + "execution_count": 3, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "seeded 3 notes; session: sesn_016ufm58BVJ8aZeWjUt39bsq\n" + ] + } + ], + "source": [ + "notes = mongo[\"cookbook_mongodb_on_cma\"][\"notes\"]\n", + "notes.delete_many({})\n", + "notes.insert_many(\n", + " [\n", + " {\"note_id\": \"n1\", \"tag\": \"todo\", \"text\": \"Renew the SSL certificate before it expires.\"},\n", + " {\"note_id\": \"n2\", \"tag\": \"idea\", \"text\": \"Add a dark-mode toggle to the dashboard.\"},\n", + " {\"note_id\": \"n3\", \"tag\": \"todo\", \"text\": \"Email the quarterly report to the finance team.\"},\n", + " ]\n", + ")\n", + "\n", + "notes_agent = client.beta.agents.create(\n", + " name=\"cookbook-mongodb-notes\",\n", + " model=MODEL,\n", + " system=(\n", + " \"You answer questions about the user's notes. Use the find_notes tool to fetch notes \"\n", + " \"(optionally filtered by `tag`) before answering, then give a concise final answer.\"\n", + " ),\n", + " tools=[\n", + " {\n", + " \"type\": \"agent_toolset_20260401\",\n", + " \"default_config\": {\"enabled\": True, \"permission_policy\": {\"type\": \"always_allow\"}},\n", + " },\n", + " {\n", + " \"type\": \"custom\",\n", + " \"name\": \"find_notes\",\n", + " \"description\": \"Return stored notes, optionally filtered by tag (e.g. 'todo', 'idea').\",\n", + " \"input_schema\": {\n", + " \"type\": \"object\",\n", + " \"properties\": {\"tag\": {\"type\": \"string\", \"description\": \"optional tag filter\"}},\n", + " \"required\": [],\n", + " },\n", + " },\n", + " ],\n", + ")\n", + "notes_env = client.beta.environments.create(\n", + " name=\"cookbook-mongodb-notes-env\", config={\"type\": \"cloud\", \"networking\": {\"type\": \"limited\"}}\n", + ")\n", + "notes_session = client.beta.sessions.create(\n", + " environment_id=notes_env.id,\n", + " agent={\"type\": \"agent\", \"id\": notes_agent.id, \"version\": notes_agent.version},\n", + " title=\"MongoDB notes (host-side custom tool)\",\n", + ")\n", + "print(f\"seeded {notes.count_documents({})} notes; session: {notes_session.id}\")" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "Open the event stream, ask a question, and drive the round-trip: on each\n", + "`agent.custom_tool_use`, run the query **host-side** with `pymongo` and post back a\n", + "`user.custom_tool_result`. Results are projected with `{\"_id\": 0}` because a raw MongoDB\n", + "`ObjectId` is not JSON-serializable." + ] + }, + { + "cell_type": "code", + "execution_count": 4, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "host-side find_notes round-trips:\n", + " find_notes({'tag': 'todo'}) -> 2 notes\n", + "archived the demo agent / environment / session; dropped the notes collection\n" + ] + } + ], + "source": [ + "def run_find_notes(args: dict) -> dict:\n", + " \"\"\"Host-side handler: pymongo runs here; _id (ObjectId) is projected out so the result is JSON-able.\"\"\"\n", + " flt = {\"tag\": args[\"tag\"]} if args.get(\"tag\") else {}\n", + " return {\"notes\": list(notes.find(flt, {\"_id\": 0}))}\n", + "\n", + "\n", + "tool_use_events, responded, round_trips = {}, set(), []\n", + "question = \"Using find_notes, list every note tagged 'todo', then tell me how many there are.\"\n", + "\n", + "with client.beta.sessions.events.stream(notes_session.id) as stream:\n", + " client.beta.sessions.events.send(\n", + " session_id=notes_session.id,\n", + " events=[{\"type\": \"user.message\", \"content\": [{\"type\": \"text\", \"text\": question}]}],\n", + " )\n", + " for ev in stream:\n", + " if ev.type == \"agent.custom_tool_use\":\n", + " tool_use_events[ev.id] = ev\n", + " elif ev.type == \"session.status_idle\" and ev.stop_reason:\n", + " if ev.stop_reason.type == \"requires_action\":\n", + " for event_id in ev.stop_reason.event_ids:\n", + " if event_id in responded:\n", + " continue\n", + " tev = tool_use_events[event_id]\n", + " result = (\n", + " run_find_notes(tev.input)\n", + " if tev.name == \"find_notes\"\n", + " else {\"error\": \"unknown\"}\n", + " )\n", + " if tev.name == \"find_notes\":\n", + " round_trips.append(\n", + " {\"tool_input\": tev.input, \"returned\": len(result[\"notes\"])}\n", + " )\n", + " client.beta.sessions.events.send(\n", + " session_id=notes_session.id,\n", + " events=[\n", + " {\n", + " \"type\": \"user.custom_tool_result\",\n", + " \"custom_tool_use_id\": event_id,\n", + " \"content\": [{\"type\": \"text\", \"text\": json.dumps(result)}],\n", + " }\n", + " ],\n", + " )\n", + " responded.add(event_id)\n", + " elif ev.stop_reason.type == \"end_turn\":\n", + " break\n", + " elif ev.type == \"session.status_terminated\":\n", + " break\n", + "\n", + "wait_for_idle_status(client, notes_session.id)\n", + "print(\"host-side find_notes round-trips:\")\n", + "for rt in round_trips:\n", + " print(f\" find_notes({rt['tool_input']}) -> {rt['returned']} notes\")\n", + "\n", + "client.beta.sessions.archive(notes_session.id)\n", + "client.beta.environments.archive(notes_env.id)\n", + "client.beta.agents.archive(notes_agent.id)\n", + "notes.drop()\n", + "print(\"archived the demo agent / environment / session; dropped the notes collection\")" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "### Other options (brief)\n", + "\n", + "Path A is the default and the rest of this cookbook uses it. Two alternatives exist for cases\n", + "it doesn't fit — you don't need them to follow along:\n", + "\n", + "- **Path B — in-sandbox `pymongo` (self-hosted sandbox).** If you run the sandbox on your own\n", + " infrastructure, the MongoDB client can live *inside* it and the agent queries MongoDB straight\n", + " from its `bash` tool, with `MONGO_URI` as an ordinary container env var. Pick this only for\n", + " self-hosted sandboxes (on a cloud sandbox the connection string would land in session history).\n", + " Runnable image: [`self_hosted_sandboxes/docker/`](self_hosted_sandboxes/docker/).\n", + "- **Path C — self-hosted MongoDB MCP server.** Host the official MongoDB MCP server behind HTTPS\n", + " and register it as an `mcp_toolset` so the agent can query the full surface (`find`,\n", + " `aggregate`, `$vectorSearch`) rather than a fixed query set. Standard CMA MCP + vault wiring.\n", + "\n", + "The trade-off in one line: **Path A** keeps the query set fixed and the secret in your backend\n", + "(the safest default); **Path B** hands the sandbox direct access; **Path C** gives the agent the\n", + "broadest query surface at the cost of running a server. When in doubt, stay on Path A." + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## 2. Retrieve: four patterns, one engine\n", + "\n", + "An agent is only as well-grounded as its retrieval. These are the four MongoDB retrieval\n", + "patterns shown **in isolation** — here's the builder, here's what it returns — so you can lift a\n", + "single pattern into your own agent's tools. Each is a plain aggregation-pipeline builder; the\n", + "Section 3 agent calls these same functions through its tools.\n", + "\n", + "| Pattern | Builder | MongoDB stage |\n", + "| --- | --- | --- |\n", + "| Vector search | `build_vector_pipeline` | `$vectorSearch` |\n", + "| Full-text search | `build_lexical_pipeline` | `$search` |\n", + "| Hybrid (reciprocal rank fusion) | `build_rank_fusion_pipeline` | `$rankFusion` (8.0+) |\n", + "| Graph traversal | `build_graph_pipeline` | `$graphLookup` |\n", + "\n", + "The builders are defined inline in the next cell — each returns a list of aggregation stages you\n", + "can lift into your own collection. Index names and the projected fields come from\n", + "[`config.py`](mongodb_on_cma/config.py); `EMBED_DIM` and the index constants are imported in the\n", + "setup cell above.\n", + "\n", + "First, load the seed fixture from\n", + "[`example_data/mongodb_on_cma/`](example_data/mongodb_on_cma/seed_transactions.jsonl) and build\n", + "the indexes. The fixture ships precomputed embeddings, so this runs with no provider key." + ] + }, + { + "cell_type": "code", + "execution_count": 5, + "metadata": {}, + "outputs": [], + "source": [ + "# The four retrieval builders — each returns a plain aggregation pipeline you can lift into your\n", + "# own collection. These are the functions Section 3's agent calls through its custom tools.\n", + "from mongodb_on_cma.config import (\n", + " DECIDED_STATUSES,\n", + " LEXICAL_PATHS,\n", + " PROJECT_FIELDS,\n", + " SEARCH_INDEX_NAME,\n", + " VECTOR_INDEX_NAME,\n", + ")\n", + "\n", + "\n", + "def _project_stage(with_score: bool = False) -> dict:\n", + " proj: dict[str, Any] = {f: 1 for f in PROJECT_FIELDS}\n", + " proj[\"_id\"] = 0\n", + " if with_score:\n", + " proj[\"score\"] = {\"$meta\": \"score\"}\n", + " return {\"$project\": proj}\n", + "\n", + "\n", + "def build_vector_pipeline(\n", + " qvec, *, limit, candidates=None, vector_index=VECTOR_INDEX_NAME, status_in=DECIDED_STATUSES\n", + ") -> list[dict]:\n", + " return [\n", + " {\n", + " \"$vectorSearch\": {\n", + " \"index\": vector_index,\n", + " \"path\": \"embedding\",\n", + " \"queryVector\": qvec,\n", + " \"numCandidates\": candidates or max(50, limit * 10),\n", + " \"limit\": limit,\n", + " \"filter\": {\"status\": {\"$in\": list(status_in)}},\n", + " }\n", + " },\n", + " _project_stage(),\n", + " ]\n", + "\n", + "\n", + "def build_lexical_pipeline(query, *, limit, search_index=SEARCH_INDEX_NAME) -> list[dict]:\n", + " return [\n", + " {\"$search\": {\"index\": search_index, \"text\": {\"query\": query, \"path\": LEXICAL_PATHS}}},\n", + " {\"$limit\": limit},\n", + " _project_stage(),\n", + " ]\n", + "\n", + "\n", + "def build_rank_fusion_pipeline(\n", + " qvec,\n", + " query,\n", + " *,\n", + " k,\n", + " vector_index=VECTOR_INDEX_NAME,\n", + " search_index=SEARCH_INDEX_NAME,\n", + " status_in=DECIDED_STATUSES,\n", + ") -> list[dict]:\n", + " # $rankFusion (MongoDB 8.0+) runs both input pipelines and fuses them by reciprocal rank —\n", + " # one aggregation, server-side. Each input pipeline gets weight 1 (uniform). To bias toward\n", + " # semantic vs. lexical, add \"combination\": {\"weights\": {\"vector\": w, \"lexical\": w}}.\n", + " candidates = max(50, k * 10)\n", + " per_branch = max(k * 4, 20)\n", + " return [\n", + " {\n", + " \"$rankFusion\": {\n", + " \"input\": {\n", + " \"pipelines\": {\n", + " \"vector\": [\n", + " {\n", + " \"$vectorSearch\": {\n", + " \"index\": vector_index,\n", + " \"path\": \"embedding\",\n", + " \"queryVector\": qvec,\n", + " \"numCandidates\": candidates,\n", + " \"limit\": per_branch,\n", + " \"filter\": {\"status\": {\"$in\": list(status_in)}},\n", + " }\n", + " }\n", + " ],\n", + " \"lexical\": [\n", + " {\n", + " \"$search\": {\n", + " \"index\": search_index,\n", + " \"text\": {\"query\": query, \"path\": LEXICAL_PATHS},\n", + " }\n", + " },\n", + " {\"$limit\": per_branch},\n", + " ],\n", + " }\n", + " },\n", + " }\n", + " },\n", + " {\"$limit\": k},\n", + " _project_stage(with_score=True),\n", + " ]\n", + "\n", + "\n", + "def build_graph_pipeline(\n", + " account_id: str, *, max_depth: int = 4, collection: str = \"transactions\"\n", + ") -> list[dict]:\n", + " return [\n", + " {\"$match\": {\"sender.account_number\": account_id}},\n", + " {\n", + " \"$graphLookup\": {\n", + " \"from\": collection,\n", + " \"startWith\": \"$recipient.account_number\",\n", + " \"connectFromField\": \"recipient.account_number\",\n", + " \"connectToField\": \"sender.account_number\",\n", + " \"as\": \"chain\",\n", + " \"maxDepth\": max_depth,\n", + " \"depthField\": \"depth\",\n", + " }\n", + " },\n", + " ]\n", + "\n", + "\n", + "def summarize_ring(graph_doc: dict, *, seed_account: str) -> dict:\n", + " # Turn a $graphLookup chain into fraud-ring signals: circular flow back to the seed account,\n", + " # layering (many small transfers), and overall network size.\n", + " chain: list[dict] = list(graph_doc.get(\"chain\", []))\n", + " accounts: set[str] = set()\n", + " small_transfers = 0\n", + " circular_flow = False\n", + " for edge in chain:\n", + " sender = (edge.get(\"sender\") or {}).get(\"account_number\")\n", + " recipient = (edge.get(\"recipient\") or {}).get(\"account_number\")\n", + " accounts.update(a for a in (sender, recipient) if a)\n", + " if recipient == seed_account:\n", + " circular_flow = True\n", + " if float(edge.get(\"amount\", 0) or 0) < 1000:\n", + " small_transfers += 1\n", + " network_size = len(chain)\n", + " layering = small_transfers >= 5\n", + " return {\n", + " \"network_size\": network_size,\n", + " \"unique_accounts\": len(accounts),\n", + " \"circular_flow\": circular_flow,\n", + " \"layering\": layering,\n", + " \"suspicious_patterns\": circular_flow or layering or network_size >= 3,\n", + " }" + ] + }, + { + "cell_type": "code", + "execution_count": 6, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "seeded 20 transactions\n", + "server=8.0.27 hybrid search=$rankFusion (native)\n" + ] + } + ], + "source": [ + "docs = prepare_seed(load_seed(), now=datetime.now(UTC))\n", + "count = seed_collection(coll, docs)\n", + "print(f\"seeded {count} transactions\")\n", + "\n", + "# Create the vector + Atlas Search indexes if absent, then block until both are queryable AND\n", + "# actually reflect the freshly-seeded docs (Atlas Search is eventually consistent).\n", + "ensure_indexes(coll, dim=EMBED_DIM)\n", + "\n", + "check = preflight(coll)\n", + "for issue in check[\"issues\"]:\n", + " print(\"PREFLIGHT:\", issue)\n", + "assert check[\"ok\"], \"Fix the preflight issues above before continuing.\"\n", + "\n", + "# This cookbook uses the native `$rankFusion` stage for hybrid search, which needs MongoDB 8.0+.\n", + "# Every current Atlas cluster — including the free M0 tier — runs 8.0 or later, so this holds by\n", + "# default; the check just fails loudly if you point MONGO_URI at an older self-hosted server.\n", + "version = server_version(coll)\n", + "assert supports_rank_fusion(version), (\n", + " f\"MongoDB {version} predates $rankFusion (needs 8.0+). Use an Atlas cluster (any tier) or a \"\n", + " f\"self-hosted MongoDB 8.0+.\"\n", + ")\n", + "print(f\"server={version} hybrid search=$rankFusion (native)\")" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "### Pattern 1: Vector search (`$vectorSearch`)\n", + "\n", + "Semantic recall: find documents whose `embedding` is nearest the query vector. This example\n", + "reuses an existing document's embedding as the query (a pending case looking for decided\n", + "precedent), so no embedding API call is needed. The builder filters to decided cases via the `status` field." + ] + }, + { + "cell_type": "code", + "execution_count": 7, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "nearest decided precedents:\n", + " txn-struct-01: Cash deposit of 4950 USD, just under the 5000 reporting threshold. Third\n", + " txn-struct-02: Cash deposit of 4900 USD just below the 5000 CTR threshold, same account\n", + " txn-struct-03: Transfer of 4999 USD deliberately under 5000 to avoid reporting. Pattern\n" + ] + } + ], + "source": [ + "query_doc = coll.find_one({\"transaction_id\": \"txn-review-struct\"}) # a pending case\n", + "hits = list(coll.aggregate(build_vector_pipeline(query_doc[\"embedding\"], limit=3)))\n", + "print(\"nearest decided precedents:\")\n", + "for h in hits:\n", + " print(f\" {h['transaction_id']}: {h['text'][:72]}\")" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "### Pattern 2: Full-text search (`$search`, BM25)\n", + "\n", + "Keyword and phrase matching over text fields — this is what catches the exact names, IDs, and\n", + "codes that embeddings blur." + ] + }, + { + "cell_type": "code", + "execution_count": 8, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "full-text matches:\n", + " txn-struct-01: Cash deposit of 4950 USD, just under the 5000 reporting threshold. Third\n", + " txn-review-struct: Cash deposit of 4950 USD, just under the 5000 reporting threshold, follo\n", + " txn-struct-02: Cash deposit of 4900 USD just below the 5000 CTR threshold, same account\n" + ] + } + ], + "source": [ + "hits = list(\n", + " coll.aggregate(\n", + " build_lexical_pipeline(\"cash deposit just under the reporting threshold\", limit=3)\n", + " )\n", + ")\n", + "print(\"full-text matches:\")\n", + "for h in hits:\n", + " print(f\" {h['transaction_id']}: {h['text'][:72]}\")" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "### Pattern 3: Hybrid (reciprocal rank fusion)\n", + "\n", + "Fuse the vector and full-text rankings into one result set. `$rankFusion` (MongoDB 8.0+) runs\n", + "both input pipelines server-side and combines them by reciprocal rank — no client-side merging,\n", + "no second round-trip." + ] + }, + { + "cell_type": "code", + "execution_count": 9, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "hybrid via $rankFusion (server-side):\n", + " txn-struct-01: Cash deposit of 4950 USD, just under the 5000 reporting threshold. Third\n", + " txn-struct-02: Cash deposit of 4900 USD just below the 5000 CTR threshold, same account\n", + " txn-struct-03: Transfer of 4999 USD deliberately under 5000 to avoid reporting. Pattern\n" + ] + } + ], + "source": [ + "qvec, query = query_doc[\"embedding\"], \"structuring: cash deposit just under the threshold\"\n", + "hits = list(coll.aggregate(build_rank_fusion_pipeline(qvec, query, k=3)))\n", + "print(\"hybrid via $rankFusion (server-side):\")\n", + "for h in hits:\n", + " print(f\" {h['transaction_id']}: {h['text'][:72]}\")" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "### Pattern 4: Graph traversal (`$graphLookup`)\n", + "\n", + "Follow `sender.account_number -> recipient.account_number` links to surface a network (here, a\n", + "circular money-flow ring). This is a *relationship* signal, deliberately separate from the\n", + "similarity ranking above." + ] + }, + { + "cell_type": "code", + "execution_count": 10, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "graph traversal from ACC-RING-A: network_size=4 circular_flow=True suspicious=True\n" + ] + } + ], + "source": [ + "graph_doc = next(\n", + " iter(coll.aggregate(build_graph_pipeline(\"ACC-RING-A\", collection=coll.name))), {\"chain\": []}\n", + ")\n", + "ring = summarize_ring(graph_doc, seed_account=\"ACC-RING-A\")\n", + "print(\n", + " f\"graph traversal from ACC-RING-A: network_size={ring['network_size']} \"\n", + " f\"circular_flow={ring['circular_flow']} suspicious={ring['suspicious_patterns']}\"\n", + ")" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "**Adapt these for your domain.** Each builder is a generic shape: embed your text with any\n", + "model and point `build_vector_pipeline` at your field; set the searchable paths for full-text;\n", + "tune the `$rankFusion` input weights to bias semantic vs. lexical; change the graph\n", + "`connectFromField`/`connectToField` to your relationship (citations, org charts, supply chains).\n", + "All four are defined in the cell above — lift them straight into your own project." + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## 3. The end-to-end agent: human-in-the-loop fraud review\n", + "\n", + "Now everything works together. A Managed Agent reviews flagged transactions, grounding each\n", + "recommendation in the MongoDB signals from Section 2 (exposed as **custom tools** over the\n", + "Path A round-trip), and pauses for a human on the risky cases. Decisions and an append-only\n", + "audit trail are written back to the same cluster.\n", + "\n", + "

\n", + " \"The\n", + "

\n", + "\n", + "The **agent loop runs on Anthropic**; the **data path runs in your notebook**. As a result,\n", + "`MONGO_URI` and the embedding key never enter the agent or its sandbox. The human wait is durable — the\n", + "session sits idle server-side via `requires_action` until you respond — while the simple\n", + "streaming loop below is for development (drive it from a durable backend with the webhook\n", + "pattern in production).\n", + "\n", + "### AP2 mandates: verify, then reason\n", + "\n", + "This agent reviews *agent-initiated* payments, so before any behavioral analysis it verifies an\n", + "**AP2 (Agent Payments Protocol)** mandate — the cryptographically signed credential that proves a\n", + "user authorized the payment. AP2 is an [open protocol](https://github.com/google-agentic-commerce/AP2)\n", + "for agent-driven commerce. Its mandates (a **Checkout Mandate** and a **Payment Mandate**) are\n", + "tamper-evident, signed digital objects forming an auditable chain. You do not need to learn the\n", + "protocol to follow this cookbook: **call the `verify_mandates` tool and act on its verdict**\n", + "(valid, constraints-satisfied, and double-spend). The signing and verification details — ES256 JWTs —\n", + "stay encapsulated in [`ap2_mandates.py`](mongodb_on_cma/ap2_mandates.py), and the signed mandates and\n", + "receipts are stored in MongoDB alongside the transactions.\n", + "\n", + "The cell below plays the \"Trusted Surface\" (generates a keypair, attaches signed mandates to the\n", + "pending cases). The private key stays in local Python state — never the agent, a tool result, or\n", + "the database." + ] + }, + { + "cell_type": "code", + "execution_count": 11, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "attached AP2 mandates to 5 transactions agent_pk=04e1e32b7414d6f7…\n" + ] + } + ], + "source": [ + "from cryptography.hazmat.primitives import serialization\n", + "from cryptography.hazmat.primitives.asymmetric import ec\n", + "\n", + "ts_private_key = ec.generate_private_key(ec.SECP256R1()) # Trusted Surface key, fresh each run\n", + "AGENT_PK = (\n", + " ts_private_key.public_key()\n", + " .public_bytes(serialization.Encoding.X962, serialization.PublicFormat.UncompressedPoint)\n", + " .hex()\n", + ")\n", + "ts_public_key = ts_private_key.public_key()\n", + "\n", + "PENDING = [\n", + " \"txn-review-clean\",\n", + " \"txn-review-fraud\",\n", + " \"txn-review-struct\", # seeded human-override case under AUTO_APPROVE\n", + " \"txn-review-high\",\n", + " \"txn-review-ring\",\n", + "]\n", + "mandates = attach_mandates(coll, PENDING, agent_pk=AGENT_PK, ts_private_key=ts_private_key)\n", + "print(f\"attached AP2 mandates to {len(mandates)} transactions agent_pk={AGENT_PK[:16]}…\")" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "### The custom tools and host-side handlers\n", + "\n", + "Each tool is a `type: \"custom\"` tool. When the agent calls one, the session pauses, **this\n", + "notebook** runs the handler with `pymongo`, and sends the JSON result back — the agent never\n", + "touches the database or the connection string. The handler implementations are defined in the\n", + "next cell: they wrap the Section 2 builders plus the AP2 verification (`verify_mandates`).\n", + "`HANDLERS` maps only the five data tools; `escalate` is deliberately absent because the gate\n", + "loop routes it to the human resolver instead of a handler (see the next section)." + ] + }, + { + "cell_type": "code", + "execution_count": 12, + "metadata": {}, + "outputs": [], + "source": [ + "# The host-side tool implementations — the pymongo work behind each custom tool. These run in\n", + "# THIS process (never the sandbox), reusing the Section 2 builders. The dispatch wiring + the\n", + "# AP2/record-decision wrappers are in the next cell; build_decision_doc / build_audit_event\n", + "# (imported above) shape the persisted documents and are shared with the AP2 module.\n", + "\n", + "\n", + "def _jsonable(value):\n", + " \"\"\"Recursively coerce Mongo/BSON values (ObjectId, datetime, ...) into JSON-safe types.\"\"\"\n", + " if isinstance(value, dict):\n", + " return {k: _jsonable(v) for k, v in value.items()}\n", + " if isinstance(value, (list, tuple)):\n", + " return [_jsonable(v) for v in value]\n", + " if isinstance(value, datetime):\n", + " return value.isoformat()\n", + " if isinstance(value, (str, int, float, bool)) or value is None:\n", + " return value\n", + " return str(value)\n", + "\n", + "\n", + "def _pick_fields(candidate):\n", + " keep = (\"transaction_id\", \"text\", \"amount\", \"sender\", \"recipient\", \"decision\", \"score\")\n", + " return _jsonable({k: candidate[k] for k in keep if k in candidate})\n", + "\n", + "\n", + "def rerank_pool_size(k: int, fanout: int, *, enable_rerank: bool) -> int:\n", + " return k * fanout if enable_rerank else k\n", + "\n", + "\n", + "def merge_rerank(candidates, rerank_results, *, top_k) -> list[dict]:\n", + " def _score(r):\n", + " s = getattr(r, \"relevance_score\", None)\n", + " return (\n", + " (s if s is not None else r.get(\"relevance_score\", float(\"-inf\")))\n", + " if isinstance(r, dict)\n", + " else (s if s is not None else float(\"-inf\"))\n", + " )\n", + "\n", + " seen: set[str] = set()\n", + " out: list[dict] = []\n", + " for result in sorted(rerank_results, key=_score, reverse=True):\n", + " index = getattr(result, \"index\", None)\n", + " if index is None and isinstance(result, dict):\n", + " index = result.get(\"index\")\n", + " score = getattr(result, \"relevance_score\", None)\n", + " if score is None and isinstance(result, dict):\n", + " score = result.get(\"relevance_score\")\n", + " if index is None or index < 0 or index >= len(candidates):\n", + " continue\n", + " candidate = candidates[index]\n", + " cid = str(candidate.get(\"transaction_id\", index))\n", + " if cid in seen:\n", + " continue\n", + " seen.add(cid)\n", + " out.append({**candidate, \"score\": score})\n", + " if len(out) >= top_k:\n", + " break\n", + " return out\n", + "\n", + "\n", + "def tool_get_transaction(coll, transaction_id) -> dict:\n", + " doc = coll.find_one({\"transaction_id\": transaction_id})\n", + " if not doc:\n", + " return {\"error\": \"not_found\", \"transaction_id\": transaction_id}\n", + " return _jsonable({k: v for k, v in doc.items() if k not in (\"embedding\", \"_id\")})\n", + "\n", + "\n", + "def tool_hybrid_search_similar_frauds(\n", + " coll,\n", + " transaction_id,\n", + " k,\n", + " *,\n", + " enable_rerank=False,\n", + " fanout=5,\n", + " reranker=None,\n", + " vector_index=VECTOR_INDEX_NAME,\n", + " search_index=SEARCH_INDEX_NAME,\n", + " status_in=DECIDED_STATUSES,\n", + ") -> dict:\n", + " txn = coll.find_one({\"transaction_id\": transaction_id})\n", + " if not txn:\n", + " return {\"error\": \"not_found\", \"transaction_id\": transaction_id, \"similar\": []}\n", + " qvec = txn[\"embedding\"]\n", + " query = txn.get(\"text\", \"\")\n", + " pool_k = rerank_pool_size(k, fanout, enable_rerank=enable_rerank)\n", + " candidates = list(\n", + " coll.aggregate(\n", + " build_rank_fusion_pipeline(\n", + " qvec,\n", + " query,\n", + " k=pool_k,\n", + " vector_index=vector_index,\n", + " search_index=search_index,\n", + " status_in=status_in,\n", + " )\n", + " )\n", + " )\n", + " candidates = [c for c in candidates if str(c.get(\"transaction_id\")) != str(transaction_id)]\n", + " if enable_rerank and reranker is not None and candidates:\n", + " results = reranker(query, [c.get(\"text\", \"\") for c in candidates], top_k=k)\n", + " candidates = merge_rerank(candidates, results, top_k=k)\n", + " else:\n", + " candidates = candidates[:k]\n", + " return {\"similar\": [_pick_fields(c) for c in candidates]}\n", + "\n", + "\n", + "def tool_detect_fraud_ring(coll, account_id, *, max_depth=4) -> dict:\n", + " pipeline = build_graph_pipeline(account_id, max_depth=max_depth, collection=coll.name)\n", + " docs = list(coll.aggregate(pipeline))\n", + " return _jsonable(summarize_ring(docs[0] if docs else {\"chain\": []}, seed_account=account_id))\n", + "\n", + "\n", + "def tool_record_decision(\n", + " db,\n", + " transaction_id,\n", + " decision,\n", + " *,\n", + " confidence,\n", + " risk_factors,\n", + " reasoning,\n", + " reviewed_by,\n", + " escalated=False,\n", + " recommended_decision=None,\n", + ") -> dict:\n", + " decision_doc = build_decision_doc(\n", + " transaction_id,\n", + " decision,\n", + " confidence=confidence,\n", + " risk_factors=risk_factors,\n", + " reasoning=reasoning,\n", + " reviewed_by=reviewed_by,\n", + " )\n", + " db[\"transaction_decisions\"].insert_one(decision_doc)\n", + " if escalated:\n", + " audit = build_audit_event(\n", + " \"escalated_to_human\",\n", + " transaction_id,\n", + " decision_id=decision_doc[\"decision_id\"],\n", + " severity=\"warning\",\n", + " event_data={\"human_decision\": decision, \"recommended_decision\": recommended_decision},\n", + " )\n", + " else:\n", + " audit = build_audit_event(\n", + " \"decision_stored\", transaction_id, decision_id=decision_doc[\"decision_id\"]\n", + " )\n", + " db[\"audit_events\"].insert_one(audit)\n", + " # Advance the lifecycle status to past tense (approve -> approved) so a decided case matches\n", + " # the seed's vocabulary and DECIDED_STATUSES, making it eligible as precedent in later reviews.\n", + " status = {\"approve\": \"approved\", \"reject\": \"rejected\"}.get(decision, decision)\n", + " db[\"transactions\"].update_one({\"transaction_id\": transaction_id}, {\"$set\": {\"status\": status}})\n", + " return {\"recorded\": True, \"decision_id\": decision_doc[\"decision_id\"]}" + ] + }, + { + "cell_type": "code", + "execution_count": 13, + "metadata": {}, + "outputs": [], + "source": [ + "TOOLS = [\n", + " {\n", + " \"type\": \"custom\",\n", + " \"name\": \"verify_mandates\",\n", + " \"description\": \"Validate the AP2 Checkout and Payment Mandate JWTs (signature, constraints, \"\n", + " \"double-spend). Run this FIRST. If valid=false, constraints_satisfied=false, or \"\n", + " \"double_spend_detected=true, reject immediately.\",\n", + " \"input_schema\": {\n", + " \"type\": \"object\",\n", + " \"properties\": {\"transaction_id\": {\"type\": \"string\"}},\n", + " \"required\": [\"transaction_id\"],\n", + " },\n", + " },\n", + " {\n", + " \"type\": \"custom\",\n", + " \"name\": \"get_transaction\",\n", + " \"description\": \"Fetch the full transaction record under review.\",\n", + " \"input_schema\": {\n", + " \"type\": \"object\",\n", + " \"properties\": {\"transaction_id\": {\"type\": \"string\"}},\n", + " \"required\": [\"transaction_id\"],\n", + " },\n", + " },\n", + " {\n", + " \"type\": \"custom\",\n", + " \"name\": \"hybrid_search_similar_frauds\",\n", + " \"description\": \"Retrieve the most similar prior (already-decided) cases as precedent, using \"\n", + " \"hybrid vector + full-text search.\",\n", + " \"input_schema\": {\n", + " \"type\": \"object\",\n", + " \"properties\": {\n", + " \"transaction_id\": {\"type\": \"string\"},\n", + " \"k\": {\"type\": \"integer\", \"description\": \"how many precedents (default 5)\"},\n", + " },\n", + " \"required\": [\"transaction_id\"],\n", + " },\n", + " },\n", + " {\n", + " \"type\": \"custom\",\n", + " \"name\": \"detect_fraud_ring\",\n", + " \"description\": \"Trace the account's sender->recipient chain for circular-flow / mule / layering patterns.\",\n", + " \"input_schema\": {\n", + " \"type\": \"object\",\n", + " \"properties\": {\"account_id\": {\"type\": \"string\"}},\n", + " \"required\": [\"account_id\"],\n", + " },\n", + " },\n", + " {\n", + " \"type\": \"custom\",\n", + " \"name\": \"record_decision\",\n", + " \"description\": \"Persist the final approve/reject decision with reasoning and an audit event.\",\n", + " \"input_schema\": {\n", + " \"type\": \"object\",\n", + " \"properties\": {\n", + " \"transaction_id\": {\"type\": \"string\"},\n", + " \"decision\": {\"type\": \"string\", \"enum\": [\"approve\", \"reject\"]},\n", + " \"confidence\": {\"type\": \"number\"},\n", + " \"risk_factors\": {\"type\": \"array\", \"items\": {\"type\": \"string\"}},\n", + " \"reasoning\": {\"type\": \"string\"},\n", + " \"escalated\": {\"type\": \"boolean\"},\n", + " \"recommended_decision\": {\"type\": \"string\", \"enum\": [\"approve\", \"reject\"]},\n", + " },\n", + " \"required\": [\"transaction_id\", \"decision\", \"reasoning\"],\n", + " },\n", + " },\n", + " {\n", + " \"type\": \"custom\",\n", + " \"name\": \"escalate\",\n", + " \"description\": \"Send a risky case to a human reviewer for the final decision. Use for \"\n", + " \"medium-confidence, high-value, structuring, or fraud-ring cases.\",\n", + " \"input_schema\": {\n", + " \"type\": \"object\",\n", + " \"properties\": {\n", + " \"transaction_id\": {\"type\": \"string\"},\n", + " \"recommended_decision\": {\"type\": \"string\", \"enum\": [\"approve\", \"reject\"]},\n", + " \"confidence\": {\"type\": \"number\"},\n", + " \"reason\": {\"type\": \"string\"},\n", + " },\n", + " \"required\": [\"transaction_id\", \"recommended_decision\", \"reason\"],\n", + " },\n", + " },\n", + "]" + ] + }, + { + "cell_type": "code", + "execution_count": 14, + "metadata": {}, + "outputs": [], + "source": [ + "# Host-side handlers — map each data tool to its handler function.\n", + "reranker = (\n", + " (lambda q, ds, top_k: rerank(q, ds, client=ai_client, top_k=top_k))\n", + " if (ENABLE_RERANK and ai_client)\n", + " else None\n", + ")\n", + "\n", + "\n", + "def _verify_mandates(inp):\n", + " result = tool_verify_mandates(db, inp[\"transaction_id\"], ts_public_key)\n", + " ok = result[\"valid\"] and result[\"constraints_satisfied\"] and not result[\"double_spend_detected\"]\n", + " print(f\"\\n [verify_mandates] {inp['transaction_id']}: {'pass' if ok else 'FAIL'}\")\n", + " return result\n", + "\n", + "\n", + "def _hybrid(inp):\n", + " return tool_hybrid_search_similar_frauds(\n", + " coll,\n", + " inp[\"transaction_id\"],\n", + " inp.get(\"k\", 5),\n", + " enable_rerank=ENABLE_RERANK,\n", + " reranker=reranker,\n", + " )\n", + "\n", + "\n", + "def _record(inp):\n", + " result = tool_record_decision(\n", + " db,\n", + " inp[\"transaction_id\"],\n", + " inp[\"decision\"],\n", + " confidence=inp.get(\"confidence\", 0),\n", + " risk_factors=inp.get(\"risk_factors\", []),\n", + " reasoning=inp.get(\"reasoning\", \"\"),\n", + " reviewed_by=\"human\" if inp.get(\"escalated\") else \"agent\",\n", + " escalated=inp.get(\"escalated\", False),\n", + " recommended_decision=inp.get(\"recommended_decision\"),\n", + " )\n", + " if (\n", + " inp[\"decision\"] == \"approve\"\n", + " ): # store the AP2 receipt that later powers double-spend detection\n", + " txn_doc = coll.find_one(\n", + " {\"transaction_id\": inp[\"transaction_id\"]},\n", + " {\"checkout_mandate_jwt\": 1, \"mandate_id\": 1, \"agent_pk\": 1},\n", + " )\n", + " if txn_doc and txn_doc.get(\"mandate_id\"):\n", + " checkout_hash = hashlib.sha256(txn_doc[\"checkout_mandate_jwt\"].encode()).hexdigest()\n", + " store_mandate_receipt(\n", + " db, txn_doc[\"mandate_id\"], txn_doc[\"agent_pk\"], checkout_hash, \"approve\"\n", + " )\n", + " return result\n", + "\n", + "\n", + "HANDLERS = {\n", + " \"verify_mandates\": _verify_mandates,\n", + " \"get_transaction\": lambda inp: tool_get_transaction(coll, inp[\"transaction_id\"]),\n", + " \"hybrid_search_similar_frauds\": _hybrid,\n", + " \"detect_fraud_ring\": lambda inp: tool_detect_fraud_ring(coll, inp[\"account_id\"]),\n", + " \"record_decision\": _record,\n", + "}" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "### Create the agent, environment, and session\n", + "\n", + "`model`, `system`, and `tools` live on the **agent**. The session references it and provisions\n", + "the sandbox. Networking is `limited`: the agent reaches MongoDB only through the host-side round-trip." + ] + }, + { + "cell_type": "code", + "execution_count": 15, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "session: sesn_01LbAUC1V36CQS3Sk26eixTc\n", + "Watch in Console: https://platform.claude.com/workspaces/default/sessions/sesn_01LbAUC1V36CQS3Sk26eixTc\n" + ] + } + ], + "source": [ + "SYSTEM = \"\"\"You are a financial fraud reviewer. You will be given transaction IDs to review.\n", + "\n", + "For EACH transaction, in order:\n", + "1. Call get_transaction to read it.\n", + "2. Call verify_mandates to validate the AP2 mandate chain (signature, constraints, double-spend).\n", + " HARD GATE: if verify_mandates returns valid=false, constraints_satisfied=false, OR\n", + " double_spend_detected=true, call record_decision immediately with decision=\"reject\" and\n", + " skip the remaining steps for that transaction.\n", + "3. Call hybrid_search_similar_frauds to retrieve similar decided precedents.\n", + "4. Call detect_fraud_ring on the sender's account_number to check for ring/mule patterns.\n", + "5. Weigh the precedents, the ring signal, the amount, and your confidence. Then make EXACTLY\n", + " ONE terminal call for that transaction:\n", + " - You MUST call escalate (do NOT call record_decision yourself) whenever ANY of these holds:\n", + " * a structuring amount ($4,900-$4,999),\n", + " * a high-value amount (>= $50,000) that you would otherwise approve,\n", + " * detect_fraud_ring reports suspicious_patterns, or\n", + " * your confidence is medium (~75-85).\n", + " Give your recommended_decision and a short reason.\n", + " - Otherwise (a clear-cut case matching none of the above), call record_decision (approve/reject).\n", + "\n", + "When you escalate, you will receive the human's decision. Then call record_decision with that\n", + "decision, escalated=true, and recommended_decision set to what you had recommended.\n", + "\n", + "Be concise. Move to the next transaction after recording a decision.\"\"\"\n", + "\n", + "agent = client.beta.agents.create(\n", + " name=\"MongoDB Atlas fraud reviewer\", model=MODEL, system=SYSTEM, tools=TOOLS\n", + ")\n", + "environment = client.beta.environments.create(\n", + " name=\"fraud-review-env\", config={\"type\": \"cloud\", \"networking\": {\"type\": \"limited\"}}\n", + ")\n", + "session = client.beta.sessions.create(\n", + " agent={\"type\": \"agent\", \"id\": agent.id, \"version\": agent.version},\n", + " environment_id=environment.id,\n", + " title=\"Fraud review\",\n", + ")\n", + "print(\"session:\", session.id)\n", + "print(f\"Watch in Console: https://platform.claude.com/workspaces/default/sessions/{session.id}\")" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "### Run the review with the human gate\n", + "\n", + "Open the event stream, send the queue of pending transactions, and drive the gate loop with\n", + "`run_gate_loop`: data-tool calls are serviced automatically from `HANDLERS`, and an `escalate`\n", + "call pauses for a human. With `AUTO_APPROVE` set (for example, in CI), the gate resolves\n", + "deterministically and **overrides the agent on the seeded structuring case** so a differing\n", + "human verdict is visible. Otherwise, you are prompted inline." + ] + }, + { + "cell_type": "code", + "execution_count": 16, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "\n", + " [verify_mandates] txn-review-clean: pass\n", + "\n", + " [verify_mandates] txn-review-fraud: pass\n", + "\n", + " [verify_mandates] txn-review-struct: pass\n", + "\n", + " [verify_mandates] txn-review-high: pass\n", + "\n", + " [verify_mandates] txn-review-ring: pass\n", + "\n", + " ESCALATED txn-review-struct (agent recommends reject): Structuring indicator: cash deposit of $4,950 just under $5,000 CTR threshold, matching precedent (txn-struct-01, txn-struct-02) showing pattern of deliberate sub-threshold deposits from same account. Amount in structuring range per policy. Requires human review.\n" + ] + }, + { + "name": "stdin", + "output_type": "stream", + "text": [ + " Your decision [approve/reject]: reject\n" + ] + }, + { + "name": "stdout", + "output_type": "stream", + "text": [ + "\n", + " ESCALATED txn-review-high (agent recommends approve): High-value wire of $75,000 from Northwind Foods to Pacific Logistics for bulk shipment. Legitimate business transaction matching precedent txn-high-01 ($120,000 supplier wire, approved). Mandate valid, no fraud signals. Escalation required per policy for high-value transactions ≥ $50,000.\n" + ] + }, + { + "name": "stdin", + "output_type": "stream", + "text": [ + " Your decision [approve/reject]: approve\n" + ] + }, + { + "name": "stdout", + "output_type": "stream", + "text": [ + "\n", + " ESCALATED txn-review-ring (agent recommends reject): Money-mule ring detected. Sender ACC-RING-A (Quartz Trading) is part of a 4-account network with circular flows. Precedent txn-ring-01 (same sender/recipient, $920, rejected) shows identical pattern. Fraud ring analysis confirms suspicious_patterns, circular_flow. Requires human review for definitive ring-case determination.\n" + ] + }, + { + "name": "stdin", + "output_type": "stream", + "text": [ + " Your decision [approve/reject]: reject\n" + ] + }, + { + "name": "stdout", + "output_type": "stream", + "text": [ + "\n", + "serviced 28 tool calls\n" + ] + } + ], + "source": [ + "OVERRIDE_IDS = {\"txn-review-struct\"}\n", + "\n", + "\n", + "def resolve_human_decision(recommendation, *, auto_approve, override_ids, txn_id) -> str:\n", + " \"\"\"Stand in for a human reviewer. In CI (auto_approve) it concurs with the agent, except on\n", + " the seeded override_ids where it flips the verdict so a differing human decision is visible.\"\"\"\n", + " opposite = \"reject\" if recommendation == \"approve\" else \"approve\"\n", + " if auto_approve and txn_id in set(override_ids):\n", + " return opposite\n", + " return recommendation\n", + "\n", + "\n", + "def resolver(tool_input):\n", + " txn_id = tool_input.get(\"transaction_id\", \"\")\n", + " recommended = tool_input.get(\"recommended_decision\", \"reject\")\n", + " if AUTO_APPROVE:\n", + " decision = resolve_human_decision(\n", + " recommended, auto_approve=True, override_ids=OVERRIDE_IDS, txn_id=txn_id\n", + " )\n", + " flag = \" <-- HUMAN OVERRIDE\" if decision != recommended else \"\"\n", + " print(f\" [human/auto] {txn_id}: agent recommended {recommended} -> human {decision}{flag}\")\n", + " return decision\n", + " print(\n", + " f\"\\n ESCALATED {txn_id} (agent recommends {recommended}): {tool_input.get('reason', '')}\"\n", + " )\n", + " return (\n", + " \"approve\"\n", + " if input(\" Your decision [approve/reject]: \").strip().lower().startswith(\"a\")\n", + " else \"reject\"\n", + " )\n", + "\n", + "\n", + "def send_result(custom_tool_use_id, result):\n", + " client.beta.sessions.events.send(\n", + " session_id=session.id,\n", + " events=[\n", + " {\n", + " \"type\": \"user.custom_tool_result\",\n", + " \"custom_tool_use_id\": custom_tool_use_id,\n", + " \"content\": [{\"type\": \"text\", \"text\": json.dumps(result)}],\n", + " }\n", + " ],\n", + " )\n", + "\n", + "\n", + "def run_gate_loop(stream, send, *, handlers, resolver) -> dict:\n", + " \"\"\"Drive the session to completion, servicing custom-tool calls as they arrive.\n", + "\n", + " This is the whole Path A round-trip for a real workload. Each `agent.custom_tool_use`\n", + " event names a tool and its input; the session then goes idle with\n", + " `stop_reason == \"requires_action\"` until we answer. We look up the tool in `handlers`\n", + " (which run `pymongo` host-side — the credential never leaves this process), and route the\n", + " special `escalate` tool to the human `resolver` instead. We post each result back with\n", + " `send`, and the session resumes. Break on a terminal idle (`end_turn`) or termination.\n", + " \"\"\"\n", + " pending: dict[str, Any] = {}\n", + " responded: set[str] = set()\n", + " serviced: list[tuple[str, dict]] = []\n", + " for ev in stream:\n", + " if ev.type == \"agent.custom_tool_use\":\n", + " pending[ev.id] = ev\n", + " elif ev.type == \"session.status_idle\":\n", + " stop = getattr(ev, \"stop_reason\", None)\n", + " if stop is None:\n", + " continue\n", + " if stop.type != \"requires_action\":\n", + " break # end_turn / retries_exhausted — the run is done\n", + " for event_id in stop.event_ids or []:\n", + " if event_id in responded:\n", + " continue\n", + " call = pending.get(event_id)\n", + " if call is None:\n", + " continue\n", + " if call.name == \"escalate\":\n", + " result = {\"human_decision\": resolver(call.input)}\n", + " else:\n", + " handler = handlers.get(call.name)\n", + " result = (\n", + " handler(call.input) if handler else {\"error\": f\"unknown tool {call.name}\"}\n", + " )\n", + " responded.add(event_id)\n", + " send(event_id, result)\n", + " serviced.append((call.name, result))\n", + " elif ev.type == \"session.status_terminated\":\n", + " break\n", + " return {\"serviced\": serviced, \"responded\": sorted(responded)}\n", + "\n", + "\n", + "kickoff = {\n", + " \"type\": \"user.message\",\n", + " \"content\": [\n", + " {\"type\": \"text\", \"text\": \"Review these flagged transactions: \" + \", \".join(PENDING)}\n", + " ],\n", + "}\n", + "run_start = datetime.now(UTC)\n", + "\n", + "with client.beta.sessions.events.stream(session_id=session.id) as stream:\n", + " client.beta.sessions.events.send(session_id=session.id, events=[kickoff])\n", + " gate_result = run_gate_loop(stream, send_result, handlers=HANDLERS, resolver=resolver)\n", + "\n", + "wait_for_idle_status(client, session.id)\n", + "print(f\"\\nserviced {len(gate_result['serviced'])} tool calls\")" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "### Review the decisions and audit trail\n", + "\n", + "Read the decisions and audit trail back from MongoDB. The decision and audit collections are\n", + "**append-only**, so the read-back is scoped to this run. The closing asserts make this a\n", + "**self-check**: a re-run that doesn't reproduce the expected lane mix fails loudly.\n", + "\n", + "The human-override count reflects how the gate was resolved: with `AUTO_APPROVE` it is 1 (the\n", + "seeded override on `txn-review-struct` is shown), while in an interactive run it is 0 whenever\n", + "you concur with the agent's recommendation on every escalation — both are expected." + ] + }, + { + "cell_type": "code", + "execution_count": 17, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "Decisions by lane:\n", + " clean_approve -> approve: 1\n", + " clear_reject -> reject: 1\n", + " high_value -> approve: 1\n", + " ring -> reject: 1\n", + " structuring -> reject: 1\n", + "\n", + "escalated_to_human events: 3\n", + "human overrides (verdict != agent recommendation): 0\n", + "\n", + "self-check OK\n" + ] + } + ], + "source": [ + "from collections import Counter\n", + "\n", + "decisions = list(db[\"transaction_decisions\"].find({\"created_at\": {\"$gte\": run_start}}, {\"_id\": 0}))\n", + "audits = list(db[\"audit_events\"].find({\"timestamp\": {\"$gte\": run_start}}, {\"_id\": 0}))\n", + "\n", + "print(\"Decisions by lane:\")\n", + "lanes = Counter()\n", + "for d in decisions:\n", + " txn = coll.find_one({\"transaction_id\": d[\"transaction_id\"]})\n", + " lanes[f\"{(txn['lane'] if txn else '?')} -> {d['decision']}\"] += 1\n", + "for k, v in sorted(lanes.items()):\n", + " print(f\" {k}: {v}\")\n", + "\n", + "overrides = [\n", + " a\n", + " for a in audits\n", + " if a[\"event_type\"] == \"escalated_to_human\"\n", + " and a[\"event_data\"].get(\"human_decision\") != a[\"event_data\"].get(\"recommended_decision\")\n", + "]\n", + "print(\n", + " f\"\\nescalated_to_human events: {sum(1 for a in audits if a['event_type'] == 'escalated_to_human')}\"\n", + ")\n", + "print(f\"human overrides (verdict != agent recommendation): {len(overrides)}\")\n", + "for a in overrides:\n", + " ed = a[\"event_data\"]\n", + " print(\n", + " f\" {a['transaction_id']}: agent {ed['recommended_decision']} -> human {ed['human_decision']}\"\n", + " )\n", + "\n", + "# Self-check — fail loudly if this run didn't produce the expected result.\n", + "decided_lanes = {coll.find_one({\"transaction_id\": d[\"transaction_id\"]})[\"lane\"] for d in decisions}\n", + "assert decided_lanes == {\"clean_approve\", \"clear_reject\", \"high_value\", \"ring\", \"structuring\"}, (\n", + " f\"expected all 5 lanes decided, saw {sorted(decided_lanes)}\"\n", + ")\n", + "assert len(decisions) == len(PENDING), f\"expected {len(PENDING)} decisions, got {len(decisions)}\"\n", + "assert sum(1 for a in audits if a[\"event_type\"] == \"escalated_to_human\") >= 1, (\n", + " \"expected >=1 escalation\"\n", + ")\n", + "if AUTO_APPROVE:\n", + " assert overrides, \"AUTO_APPROVE run should show the seeded override on txn-review-struct\"\n", + "print(\"\\nself-check OK\")" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## 4. MongoDB Atlas as the system of record and audit backbone\n", + "\n", + "Step back and look at where the run's state lives: everything the agent did is durable in the\n", + "same cluster it retrieved from. That is the single-engine payoff on the write side —\n", + "`transactions` is the operational record (each case advances `pending` → `approved` or\n", + "`rejected`), `transaction_decisions` holds immutable verdicts, `audit_events` is an append-only\n", + "trail, and `mandate_receipts` powers double-spend detection. One case, end to end:" + ] + }, + { + "cell_type": "code", + "execution_count": 18, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "operational record: txn-review-struct lane=structuring status=rejected\n", + "decision record: reject reviewed_by=human confidence=0.9\n", + "audit trail (append-only):\n", + " 13:49:22 escalated_to_human severity=warning (agent recommended reject, human decided reject)\n" + ] + } + ], + "source": [ + "case = \"txn-review-struct\"\n", + "txn = coll.find_one({\"transaction_id\": case}, {\"_id\": 0, \"embedding\": 0})\n", + "print(f\"operational record: {case} lane={txn['lane']} status={txn['status']}\")\n", + "\n", + "decision = db[\"transaction_decisions\"].find_one(\n", + " {\"transaction_id\": case, \"created_at\": {\"$gte\": run_start}}, {\"_id\": 0}\n", + ")\n", + "print(\n", + " f\"decision record: {decision['decision']} reviewed_by={decision['reviewed_by']} confidence={decision['confidence_score']}\"\n", + ")\n", + "\n", + "print(\"audit trail (append-only):\")\n", + "for a in (\n", + " db[\"audit_events\"]\n", + " .find({\"transaction_id\": case, \"timestamp\": {\"$gte\": run_start}}, {\"_id\": 0})\n", + " .sort(\"timestamp\", 1)\n", + "):\n", + " extra = \"\"\n", + " if a[\"event_type\"] == \"escalated_to_human\":\n", + " ed = a[\"event_data\"]\n", + " extra = f\" (agent recommended {ed['recommended_decision']}, human decided {ed['human_decision']})\"\n", + " print(f\" {a['timestamp']:%H:%M:%S} {a['event_type']} severity={a['severity']}{extra}\")\n", + "\n", + "txn_mandate = coll.find_one({\"transaction_id\": case}, {\"mandate_id\": 1, \"agent_pk\": 1})\n", + "if txn_mandate and txn_mandate.get(\"mandate_id\"):\n", + " receipt = db[\"mandate_receipts\"].find_one({\"mandate_id\": txn_mandate[\"mandate_id\"]}, {\"_id\": 0})\n", + " if receipt:\n", + " print(\n", + " f\"mandate receipt: mandate_id={receipt['mandate_id'][:12]}… decision={receipt['decision']}\"\n", + " )" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "**Webhooks for production (pointer, not run here):** The streaming loop above is great for\n", + "development but does not survive a restart. For production, register a webhook for\n", + "`session.status_idled`: your handler queues the case for a reviewer and later POSTs the\n", + "`user.custom_tool_result`. The **data-tool handlers are identical**; only the trigger changes.\n", + "See [`CMA_operate_in_production.ipynb`](CMA_operate_in_production.ipynb)." + ] + }, + { + "cell_type": "code", + "execution_count": 19, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "archived session + environment; closed MongoDB connection\n" + ] + } + ], + "source": [ + "client.beta.sessions.archive(session.id)\n", + "client.beta.environments.archive(environment.id)\n", + "# Agents are reusable across runs; archiving is optional and permanent.\n", + "mongo.close()\n", + "print(\"archived session + environment; closed MongoDB connection\")" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## 5. Recap\n", + "\n", + "You connected MongoDB Atlas to a Claude Managed Agent and took it from connection to system of\n", + "record in one build:\n", + "\n", + "- **Connect** — three credential-safe data paths (host-side custom tool, self-hosted sandbox,\n", + " self-hosted MCP), the MongoDB secret always on your side of the boundary.\n", + "- **Retrieve** — vector, full-text, hybrid RRF, and graph traversal as liftable pipeline\n", + " builders, defined inline in Section 2.\n", + "- **Gate** — risky decisions behind CMA's native `requires_action` human pause.\n", + "- **Persist** — decisions, an append-only audit trail, and AP2 receipts in the same cluster the\n", + " agent retrieves from.\n", + "\n", + "The integration surface was small: a few lines of `pymongo` behind a custom tool. Swap the\n", + "collection and the tools, and the same shape grounds any agent in MongoDB. The retrieval\n", + "builders, tool handlers, and gate loop are all right here in the notebook; the\n", + "[`mongodb_on_cma/`](mongodb_on_cma/) package holds only the setup boilerplate." + ] + } + ], + "metadata": { + "kernelspec": { + "display_name": "Python 3 (ipykernel)", + "language": "python", + "name": "python3" + }, + "language_info": { + "codemirror_mode": { + "name": "ipython", + "version": 3 + }, + "file_extension": ".py", + "mimetype": "text/x-python", + "name": "python", + "nbconvert_exporter": "python", + "pygments_lexer": "ipython3", + "version": "3.11.13" + } + }, + "nbformat": 4, + "nbformat_minor": 4 +} diff --git a/content/github/claude-cookbooks/managed_agents/README.md b/content/github/claude-cookbooks/managed_agents/README.md index c246ce039..563dea222 100644 --- a/content/github/claude-cookbooks/managed_agents/README.md +++ b/content/github/claude-cookbooks/managed_agents/README.md @@ -5,6 +5,17 @@ agents. You define an agent and a sandboxed environment once, then run them in sessions that persist files, tool state, and conversation across turns. These tutorials show it end to end. +## MongoDB on Managed Agents + +Want to give an agent a real database — for retrieval, graph traversal, and as +its system of record? +**[`CMA_with_mongodb_atlas.ipynb`](CMA_with_mongodb_atlas.ipynb)** +is the consolidated cookbook: three ways to connect MongoDB to a CMA agent (and +where the credential lives on each path), the four retrieval patterns +(vector / full-text / hybrid / graph) as liftable building blocks, and an +end-to-end human-in-the-loop fraud-review agent with Atlas as the system of +record and audit backbone. + ## Applied cookbooks - **[data_analyst_agent.ipynb](data_analyst_agent.ipynb)** builds an @@ -28,11 +39,12 @@ but `CMA_iterate_fix_failing_tests.ipynb` is a good entry point, it introduces every API shape the others build on. | Notebook | What it teaches | -|----------|-----------------| +| --- | --- | | [`CMA_iterate_fix_failing_tests.ipynb`](CMA_iterate_fix_failing_tests.ipynb) | Do → observe → fix loop on a failing test suite. The entry-point notebook: introduces agent / environment / session, file mounts, and the streaming event loop through the lens of getting a buggy package to green. | | [`CMA_orchestrate_issue_to_pr.ipynb`](CMA_orchestrate_issue_to_pr.ipynb) | Issue → fix → PR → CI → review → merge through a mock `gh` CLI. Multi-turn steering, mid-chain recovery from a CI failure and a review comment. Sidebar shows how to swap the file mount for a `github_repository` resource against a real repo. | | [`CMA_explore_unfamiliar_codebase.ipynb`](CMA_explore_unfamiliar_codebase.ipynb) | Grounding in an unfamiliar codebase, with a planted stale-doc trap. Sidebar shows how to add resources to a running session via `sessions.resources.add`. | | [`CMA_gate_human_in_the_loop.ipynb`](CMA_gate_human_in_the_loop.ipynb) | Human-in-the-loop expense approval via custom-tool `decide()` / `escalate()`. Covers the custom-tool round-trip pattern, the `requires_action` idle bounce, and parallel-tool-call dedupe. | +| [`CMA_with_mongodb_atlas.ipynb`](CMA_with_mongodb_atlas.ipynb) | **MongoDB Atlas** end to end: three connection paths (host-side custom tool, self-hosted sandbox, self-hosted MCP), the four retrieval patterns (vector / full-text / RRF hybrid / `$graphLookup`), and a human-in-the-loop fraud-review agent that records decisions and an append-only audit trail in the same cluster. Pauses on risky cases via the `requires_action` gate; shows an auto-resolving gate for CI and the webhook handoff for production. | | [`CMA_prompt_versioning_and_rollback.ipynb`](CMA_prompt_versioning_and_rollback.ipynb) | Server-side prompt versioning: create v1, evaluate against a labelled test set, ship v2, detect a regression, roll back by pinning sessions to version 1. Covers `agents.update`, version pinning on `sessions.create`, and where the review gate moves when prompts are not code. | | [`CMA_operate_in_production.ipynb`](CMA_operate_in_production.ipynb) | Production setup: MCP toolsets, vaults for per-end-user credentials, the `session.status_idled` webhook pattern for HITL without long-lived connections, and the resource lifecycle CRUD verbs. | | [`CMA_remember_user_preferences.ipynb`](CMA_remember_user_preferences.ipynb) | Memory stores: a shopping agent that learns a customer's preferences in one session and recalls them in the next. Covers `memory_stores.create`, the `resources` attachment with per-attachment `instructions`, inspecting and seeding memories from your own application, and combining a per-customer read-write store with a brand-wide read-only store. | @@ -45,9 +57,10 @@ The streaming event loop is walked through line by line in the iterate notebook and then factored into `utilities.stream_until_end_turn` so the other notebooks can import it instead of repeating the `match ev.type:` block. The -gate notebook is the exception: it keeps the loop inline because -custom-tool agents need to handle `requires_action` idle bounces -in addition to `end_turn`, which the helper doesn't cover. +gate notebook and the MongoDB cookbook are the exceptions: they keep +the loop inline because custom-tool agents need to handle +`requires_action` idle bounces in addition to `end_turn`, which +the helper doesn't cover. ## Getting started @@ -58,7 +71,12 @@ for any credentials it needs. The orchestrate-to-PR sidebar in `CMA_orchestrate_issue_to_pr.ipynb` and the vault-backed MCP example in `CMA_operate_in_production.ipynb` additionally need `GITHUB_TOKEN` set (a fine-grained PAT with public-repo read is -enough). +enough). The MongoDB cookbook in +`CMA_with_mongodb_atlas.ipynb` additionally +needs `MONGO_URI` set to an Atlas SRV connection string (an M0 +free cluster works); a provider key — `MDB_ATLAS_API_KEY` or +`VOYAGE_API_KEY` — is optional and only enables the +live-embedding and reranker paths. All cookbook fixture data — input CSVs and supporting assets for the applied cookbooks, plus the planted-trap fixtures the guided diff --git a/content/github/claude-cookbooks/managed_agents/example_data/OVERVIEW.md b/content/github/claude-cookbooks/managed_agents/example_data/OVERVIEW.md index c68c20b39..f2e483fb6 100644 --- a/content/github/claude-cookbooks/managed_agents/example_data/OVERVIEW.md +++ b/content/github/claude-cookbooks/managed_agents/example_data/OVERVIEW.md @@ -9,6 +9,7 @@ The fixtures are deliberately small. They're sized to be read by a human in a co | `iterate/` | `CMA_iterate_fix_failing_tests.py` | Do → observe → fix loop on a failing test suite | A tiny `calc.py` package with three planted bugs and the matching test file. One of the failures is downstream of another, so a careful agent fixes the root cause and watches the second test pass on its own. | ~2 min | | `orchestrate/` | `CMA_orchestrate_issue_to_pr.py` | Driving an issue all the way to a merged PR through a mock `gh` CLI | A mock `gh` script that persists state in `.gh-state/`, an `issue_42.json` describing a vague Unicode bug, and a small `src/` + `tests/` repo with the bug planted. The chain forces the agent to recover from a CI failure mid-flight and to address a docstring nit from the review bot before it can merge. | ~5 min | | `gate/` | `CMA_gate_human_in_the_loop.py` | Human-in-the-loop approval lanes with custom tools | A `policy.yaml` describing approval rules and twelve receipts that exercise every branch of the policy, clean approves, clean rejects, and a couple of genuinely ambiguous cases the agent should escalate rather than guess about. | ~3 min | +| `mongodb_on_cma/` | `CMA_with_mongodb_atlas.ipynb` | Grounding a fraud-review agent in MongoDB Atlas retrieval | `seed_transactions.jsonl`: 20 fraud-review transactions with precomputed 1024-dim embeddings, one per line. Five lanes (clean approve, clear reject, structuring, high value, fraud ring) so hybrid retrieval and the graph traversal each have something genuine to surface, plus borderline cases the agent should escalate rather than auto-decide. | ~4 min | A fourth notebook, `CMA_explore_unfamiliar_codebase.py`, also runs against fixture data, but its repository fixture is small enough that it gets generated in memory by `utilities.make_unfamiliar_repo_zip()` rather than checked in. The helper is shorter and easier to read than a directory of stub files would be, and it keeps the trap (a stale `ARCHITECTURE.md` describing an old monolithic layout that no longer matches the real microservices code) in one obvious place. diff --git a/content/github/claude-cookbooks/managed_agents/mongodb_on_cma/README.md b/content/github/claude-cookbooks/managed_agents/mongodb_on_cma/README.md new file mode 100644 index 000000000..087fb9503 --- /dev/null +++ b/content/github/claude-cookbooks/managed_agents/mongodb_on_cma/README.md @@ -0,0 +1,18 @@ +# MongoDB on Claude Managed Agents + +Setup boilerplate for the [**Fraud Review Agent with MongoDB Atlas and Claude Managed Agents**](../CMA_with_mongodb_atlas.ipynb) +cookbook. The **teaching code lives inline in the notebook** — the four retrieval pipeline +builders, the custom-tool handlers, and the `requires_action` gate loop are all defined there. +This package holds only the pieces the notebook imports rather than reads. + +| Module | What's inside | +| --- | --- | +| [`config.py`](config.py) | Tunables, index names, and the MongoDB server-version check (`supports_rank_fusion`). | +| [`embeddings.py`](embeddings.py) | An embedding + rerank client that adapts the MongoDB Atlas AI endpoint to the `voyageai` interface, so the cookbook is provider-agnostic. | +| [`tools.py`](tools.py) | MongoDB Atlas setup — seed the collection, create the vector + Atlas Search indexes and wait until they are queryable and synced, preflight — plus the shared decision/audit document shapers used by the notebook's `record_decision` handler and the AP2 module. | +| [`ap2_mandates.py`](ap2_mandates.py) | AP2 (Agent Payments Protocol) mandate signing and verification (ES256 JWTs) — a crypto black box the notebook calls through `verify_mandates` and acts on its verdict. | +| [`seed.py`](seed.py) | Loads the plaintext fixture from [`../example_data/mongodb_on_cma/`](../example_data/mongodb_on_cma/seed_transactions.jsonl). | + +The MongoDB credential (`MONGO_URI`) only ever lives on your side of the boundary: `pymongo` +runs in the notebook's host-side handlers, never in the agent context or its sandbox. See the +cookbook for the connection pattern and the end-to-end fraud-review agent. diff --git a/content/github/claude-cookbooks/managed_agents/self_hosted_sandboxes/docker/README.md b/content/github/claude-cookbooks/managed_agents/self_hosted_sandboxes/docker/README.md index 43aa3336f..38cf92625 100644 --- a/content/github/claude-cookbooks/managed_agents/self_hosted_sandboxes/docker/README.md +++ b/content/github/claude-cookbooks/managed_agents/self_hosted_sandboxes/docker/README.md @@ -16,9 +16,13 @@ env contract, just plain Docker on a host you control. `grep` toolset, and the work-item force-stop on exit. - **`on-work.sh`** — invoked by the poller per work item. Reads the `ANTHROPIC_{WORK_ID,ENVIRONMENT_ID,SESSION_ID,ENVIRONMENT_KEY}` the poller - sets, drains the work JSON on stdin, and starts a detached `--rm` - per-session container (idempotent: a duplicate item for a live session is a - no-op). Exits immediately so the poller claims the next item. + sets, drains the work JSON on stdin, and `exec`s a `--rm` per-session + container in the **foreground** (idempotent: a duplicate item for a live + session is a no-op). It blocks until the container exits — it must, because + `ant beta:worker poll` posts a stop on the work item the moment the + `--on-work` script returns (no CLI opt-out). A detached `docker run -d` would + let the poller stop the work before the container could claim it, so the + `bash` tool call would never run. - **`start.sh`** — builds the image and execs the host poller with `--on-work on-work.sh`. @@ -35,6 +39,36 @@ skill-download client resolves only `ANTHROPIC_API_KEY` / `ANTHROPIC_AUTH_TOKEN`, not `ANTHROPIC_ENVIRONMENT_KEY` — without it skills silently fail to download). +## Querying MongoDB from the sandbox + +This image bundles `python3` + `pymongo`, and `on-work.sh` forwards an optional `MONGO_URI` +into each per-session container, so the agent can query MongoDB straight from its `bash` tool: + +```sh +python3 -c 'import os; from pymongo import MongoClient; \ +c = MongoClient(os.environ["MONGO_URI"]); \ +print(list(c["mydb"]["mycoll"].find({}, {"_id": 0}).limit(5)))' +``` + +Set it host-side before `./start.sh` (it flows poller → `on-work.sh` → container): + +```sh +export MONGO_URI="mongodb+srv://:@/" +``` + +`MONGO_URI` is **your** secret, not Anthropic's. Because this is a container you build and run, +it's a normal env var that never reaches the control plane or the session event history — the +self-hosted advantage. (A *cloud* sandbox has no env-var or vault channel for a database secret, +so there you keep the credential host-side behind a custom tool instead. See the +[MongoDB-on-CMA landing page](../../mongodb_on_cma/README.md) and the +[cookbook](../../CMA_with_mongodb_atlas.ipynb), whose Section 1 +walks all three connection paths.) + +The agent's `bash` runs inside this container, so it can read `MONGO_URI` — fine when you trust +the task. For least privilege, swap the built-in toolset for your own worker tool that exposes a +narrow `mongo_query(...)` instead of the raw URI. Prefer the MongoDB shell? Add `mongosh` to the +image (MongoDB's apt repo) and call `mongosh "$MONGO_URI" --eval '…'`. + ## Prerequisites - Docker @@ -42,7 +76,7 @@ silently fail to download). (`ARG ANT_VERSION`). Install it: ```sh - VERSION=1.9.0 + VERSION=1.10.0 # must match ANT_VERSION in Dockerfile OS=$(uname -s | tr '[:upper:]' '[:lower:]') ARCH=$(uname -m | sed -e 's/x86_64/amd64/' -e 's/aarch64/arm64/') curl -fsSL "https://github.com/anthropics/anthropic-cli/releases/download/v${VERSION}/ant_${VERSION}_${OS}_${ARCH}.tar.gz" \ diff --git a/content/github/claude-plugins-official/.claude-plugin/marketplace.json b/content/github/claude-plugins-official/.claude-plugin/marketplace.json index 9f6b9ac05..17e5e88f8 100644 --- a/content/github/claude-plugins-official/.claude-plugin/marketplace.json +++ b/content/github/claude-plugins-official/.claude-plugin/marketplace.json @@ -323,7 +323,7 @@ "url": "https://github.com/auth0/agent-skills.git", "path": "plugins/auth0", "ref": "main", - "sha": "7e9ce869824c34a871500de216f8e75344195edb" + "sha": "e295fd64597c164c31921705b530baadaf60dd87" }, "homepage": "https://auth0.com" }, @@ -690,7 +690,7 @@ "url": "https://github.com/carta/plugins.git", "path": "plugins/carta-investors", "ref": "main", - "sha": "a6c97d0e25b6c559adb905dd4a6d11ce478aec86" + "sha": "de2bc306ba03c3f1fa3b6262ec5b63cc97480f68" }, "homepage": "https://carta.com" }, @@ -1724,7 +1724,7 @@ "source": { "source": "url", "url": "https://github.com/heygen-com/hyperframes.git", - "sha": "c39f3cf924bb5109bfc0b36f3d7b99a4cb397322" + "sha": "7a294f19562928036dae20d5e73c2637d1e19060" }, "homepage": "https://hyperframes.heygen.com" }, @@ -3015,7 +3015,7 @@ "source": { "source": "url", "url": "https://github.com/SAP/mdk-mcp-server.git", - "sha": "01eb1f659126d47364045595bcabfd2072ab83a2" + "sha": "dd1bd4673c3d90a66f7a64a3f1ed91fb8c91d12c" }, "homepage": "https://help.sap.com/docs/MDK" }, @@ -3066,7 +3066,7 @@ "source": { "source": "url", "url": "https://github.com/getsentry/plugin-claude.git", - "sha": "003aaa8a1867ac52959ce9b49e7ebd8305a0ceaf" + "sha": "8ed4f25563d90806e8a50c7fb78170ede9ca2f5e" }, "homepage": "https://github.com/getsentry/plugin-claude" }, @@ -3277,7 +3277,7 @@ "url": "https://github.com/stripe/ai.git", "path": "providers/claude/plugin", "ref": "main", - "sha": "cc67124fa6ed230cda567e598dc9b06e17e23f40" + "sha": "1b71f4bcc916dcabda8816964091ab23664c84df" }, "homepage": "https://github.com/stripe/ai/tree/main/providers/claude/plugin" }, @@ -3626,7 +3626,7 @@ "source": { "source": "url", "url": "https://github.com/wix/skills.git", - "sha": "f3e0af79941465142790e4b972c5d4a856dbbc2e" + "sha": "1f45b5dfc8431fa523fb055824f86742af259373" }, "homepage": "https://dev.wix.com/docs/wix-cli/guides/development/about-wix-skills" }, @@ -3666,7 +3666,7 @@ "source": { "source": "url", "url": "https://github.com/youdotcom-oss/agent-skills.git", - "sha": "4712250ae8e5ce3095cad3b43b62b33608888863" + "sha": "b390ddb6d0b6c0ec650ce1991eb0c601075476da" }, "homepage": "https://you.com" }, diff --git a/content/support/10310342-how-do-i-log-out-of-all-active-sessions.md b/content/support/10310342-how-do-i-log-out-of-all-active-sessions.md index 2ecc3dcf9..3983f3ca2 100644 --- a/content/support/10310342-how-do-i-log-out-of-all-active-sessions.md +++ b/content/support/10310342-how-do-i-log-out-of-all-active-sessions.md @@ -38,7 +38,7 @@ To regain access to your account on any device, you'll need to authenticate agai If you used your Claude account to authenticate into Claude Code, you can manage your authorization tokens by navigating to [Settings > Claude Code](http://claude.ai/settings/claude-code). To remove a token and log out of Claude Code, click the trash can icon. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1608263923/b4fa7d6f6f08f2adffb4ea63bc58/image+%287%29.png?expires=1784810700&signature=26e4e7c63dbc4b4c03037591f6fd5c88a233d5263368e49c64d4e347ec944cd4&req=dSYnHst4nohdWvMW1HO4zVuHihj112e8AQofdwM8qVfYYiYP0ATzD07m8%2BDE%0AliwIIipJuX2KeR%2BBOqM%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1608263923/b4fa7d6f6f08f2adffb4ea63bc58/image+%287%29.png?expires=1784827800&signature=0862da8c54b300d3ea019a878ce5a7b5639cd4458e499223afc7ae73680f297d&req=dSYnHst4nohdWvMW1HO4zVuHihj11GCzAQofdwM8qVf61%2BpyOwBJu6PVnUKt%0AbDwGKgYIVyMBVrVFlMs%3D%0A) ## Unable to access your account? diff --git a/content/support/10366376-how-can-i-delete-my-claude-console-account.md b/content/support/10366376-how-can-i-delete-my-claude-console-account.md index ff5f79737..ef3af622f 100644 --- a/content/support/10366376-how-can-i-delete-my-claude-console-account.md +++ b/content/support/10366376-how-can-i-delete-my-claude-console-account.md @@ -36,7 +36,7 @@ If you followed the steps above to delete your Console organization but want to If you have an outstanding balance, you will see a message during the deletion flow that prompts you to pay the balance first by routing you to [Settings > Billing](https://platform.claude.com/settings/billing). -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1973957766/5c2dd87c0818a0400099a833c9b3/4cc3130a-f696-4967-9fe3-e5623c6f02bd?expires=1784810700&signature=734394b8e70fe27ccbc31a840d3e7af4bf889bcfd6995c1c09cee17387c313f4&req=dSkgFcB7moZZX%2FMW1HO4zbYXUBNqXeQcFZRyvJPpBZ8oTnJsIvSly3l5I3mD%0AOs1ZEO8XXb2nRuy%2Fje8%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1973957766/5c2dd87c0818a0400099a833c9b3/4cc3130a-f696-4967-9fe3-e5623c6f02bd?expires=1784827800&signature=6fd97feb5cab362c8b209bfbd859eea4439bb24a318b0be8b08155c1ddf7c93d&req=dSkgFcB7moZZX%2FMW1HO4zbYXUBNqXuMTFZRyvJPpBZ9M9ed6p7rpgj03r7Ev%0AzCFJs7h%2FTfZq2BzlZX0%3D%0A) You must pay this outstanding balance before you’re able to move forward with the deletion process. @@ -44,6 +44,6 @@ You must pay this outstanding balance before you’re able to move forward with There are some scenarios where you will need to contact our team to delete your account. If this is the case, it will be noted when you try to delete your organization: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1973957765/19dda72a40db95d78c00c27a1a1c/6ce89be6-93ce-409c-bbea-d34be09db348?expires=1784810700&signature=13f7e2db9613866283dd8c17b1ddde96df320107a093a964f1f4983381d26157&req=dSkgFcB7moZZXPMW1HO4zRW12%2BHFeaT%2BZxDZGlqR6GgISMd8wMxdbh2pvZV8%0ArfX4JeV6MzH%2BqICyRKU%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1973957765/19dda72a40db95d78c00c27a1a1c/6ce89be6-93ce-409c-bbea-d34be09db348?expires=1784827800&signature=3e19343549df3f5f97c41b8fe1a0ae0a8d3f9411d22a560f70675d999599153e&req=dSkgFcB7moZZXPMW1HO4zRW12%2BHFeqPxZxDZGlqR6Gi2%2FVgifohit9qRVj5T%0AHL0WcP2DKH39RXS%2F20Y%3D%0A) If you are seeing this message, this indicates that your Console organization cannot be deleted via the self-service pathway. \ No newline at end of file diff --git a/content/support/10504844-manage-user-feedback-settings-on-team-and-enterprise-plans.md b/content/support/10504844-manage-user-feedback-settings-on-team-and-enterprise-plans.md index 00f8b6dde..ee50013f0 100644 --- a/content/support/10504844-manage-user-feedback-settings-on-team-and-enterprise-plans.md +++ b/content/support/10504844-manage-user-feedback-settings-on-team-and-enterprise-plans.md @@ -6,6 +6,6 @@ As a Primary Owner or Owner of a Team or Enterprise plan, you can manage the abi 2. Use the toggle to change the **Rate chats** setting for your organization: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2058292603/75752add0bed6a9f3ab217f01708/CleanShot%2B2026-02-12%2Bat%2B08_55_14-402x.png?expires=1784810700&signature=05562c2d03e8690b083826eef2eb777b2566f8cc9772839c36194d034d8d0abf&req=diAiHst3n4dfWvMW1HO4zYGm8iMUEajL085gFtEpvcR2%2FtxMb1tpTvxfQQmi%0AVfG%2FlEjqOlpUB88qpoE%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2058292603/75752add0bed6a9f3ab217f01708/CleanShot%2B2026-02-12%2Bat%2B08_55_14-402x.png?expires=1784827800&signature=aaf24c9e209785962710eb104f6ba830a786802d102a76fccea44831e214e04e&req=diAiHst3n4dfWvMW1HO4zYGm8iMUEq%2FE085gFtEpvcSEQfBw5XW06XS77uIC%0A3bk8DVjswwlflhM66%2BE%3D%0A) More information on how Anthropic collects, uses, and stores feedback data can be found in our Privacy Center: **[How long do you store my organization’s data?](https://privacy.claude.com/en/articles/7996866-how-long-do-you-store-my-organization-s-data)** \ No newline at end of file diff --git a/content/support/10504853-manage-user-feedback-settings-on-claude-console.md b/content/support/10504853-manage-user-feedback-settings-on-claude-console.md index 1b1b826eb..19b31dfbe 100644 --- a/content/support/10504853-manage-user-feedback-settings-on-claude-console.md +++ b/content/support/10504853-manage-user-feedback-settings-on-claude-console.md @@ -8,6 +8,6 @@ To manage feedback for your Console organization: 2. Toggle the feedback switch on or off. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1729186182/ebf4032a12a8c56959ca927726ce/Screenshot+2025-09-16+at+12_32_31%E2%80%AFPM.png?expires=1784810700&signature=a5f876ba045f07fefeb373ec1188c90b29dfea247fad5dcf8c7fd96d26d7d653&req=dSclH8h2m4BXW%2FMW1HO4zVpN5HMVWGhCJ%2FadMup7FQfgQW1rD6TzJYxOsQ6m%0ALH%2F4gh2NQDQ9%2FmtVq84%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1729186182/ebf4032a12a8c56959ca927726ce/Screenshot+2025-09-16+at+12_32_31%E2%80%AFPM.png?expires=1784827800&signature=7d27c0c614f9f5711f29e62a584f83ee7e3c5457a140e5cdffbfa3036fc65946&req=dSclH8h2m4BXW%2FMW1HO4zVpN5HMVW29NJ%2FadMup7FQd3HOPm127I4jBIdAhE%0Ax%2BrKfzTJMHLKXjHcnos%3D%0A) More information on how Anthropic collects, uses, and stores feedback data can be found in our Privacy Center: [How long do you store my organization’s data?](https://privacy.claude.com/en/articles/7996866-how-long-do-you-store-my-organization-s-data) \ No newline at end of file diff --git a/content/support/10593882-share-and-unshare-chats.md b/content/support/10593882-share-and-unshare-chats.md index 636fca6d7..d0c95e776 100644 --- a/content/support/10593882-share-and-unshare-chats.md +++ b/content/support/10593882-share-and-unshare-chats.md @@ -38,12 +38,12 @@ To unshare a chat: Users on free, Pro, or Max plans can review a log of shared chats by navigating to **[Settings > Privacy](https://claude.ai/settings/data-privacy-controls)**. Find the **Privacy settings** section and click “Manage” next to **Shared chats:** -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1921669913/7cc7be48cfc7a18f9f469d6cd83c/CleanShot+2026-01-08+at+10_20_43%402x.png?expires=1784810700&signature=4456054cd585d060b6e3f957335f47c2a3f4b6ba21d54244498c8a66225863ae&req=dSklF894lIheWvMW1HO4zWn5HzcVY0Vsc9cNIYuX0GHb5bPfnaj7epnPlW2c%0AiLMHYGoxqzk3DRSU9Y8%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1921669913/7cc7be48cfc7a18f9f469d6cd83c/CleanShot+2026-01-08+at+10_20_43%402x.png?expires=1784827800&signature=f7c911003f6c754aba7a888d63d070df0adcdef57161263ac67fa77c033da98c&req=dSklF894lIheWvMW1HO4zWn5HzcVYEJjc9cNIYuX0GHE60Zx3huciM2nU3bA%0AinIZbfwGOp8l7rtdi8c%3D%0A) This will open a **Shared chats** modal listing the title, date shared, and link to each chat, allowing you to easily review and access all your previously-shared content. From here, you also have the option to click “Unshare” next to each listed chat to revoke access to the last snapshot you shared: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1624243810/e6fe1d262597446c7fe21dff9f10/AD_4nXdW-GhByF8uKV7fCq9lTbkVB91FglSL6TSyXAOUk_MLcTV9YsEMBMkm9rgm1oXqv0k3sJh1JhlzZP6tHVkKbDJJ71pDRRtM3aVNG64MDuKDIzgmknh-XDZdNa7biTsTdwGoPr5GRg?expires=1784810700&signature=d2c5a72de362816a214b8a3f196dea57f20c9a1678fcc100a64138a889105f1d&req=dSYlEst6noleWfMW1HO4ze44eCNplRI5guvTv9woD7YMqq4F7xlJaUzdphRO%0A59FVCKXBSLVYE7EyRtA%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1624243810/e6fe1d262597446c7fe21dff9f10/AD_4nXdW-GhByF8uKV7fCq9lTbkVB91FglSL6TSyXAOUk_MLcTV9YsEMBMkm9rgm1oXqv0k3sJh1JhlzZP6tHVkKbDJJ71pDRRtM3aVNG64MDuKDIzgmknh-XDZdNa7biTsTdwGoPr5GRg?expires=1784827800&signature=ce6ef09df9d196257b32a8d8efec79d0e077754420787479155400af649cec2e&req=dSYlEst6noleWfMW1HO4ze44eCNplhU2guvTv9woD7aNWoTWxXRnE%2B%2FEmrRg%0A6OBPjAOfR6RpFDn6LgM%3D%0A) If you don’t have any shared chat snapshots, the **Shared chats** modal will show “No shared content found”: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1624243808/b025db8e598f0c88fb16d83d48d5/AD_4nXeUwCKnmFzzrjMHhfr5By4zk5pJlkEn3wbJ8-aNfu13Yl99IjBywpqPx9G07QRzpH1EwRY7uG7Q9m9fib98Gql1cIV7XwUCTzEgBNu79Ey8tCOS5CEVmwveIcEOxJ4fonBhe3g9MA?expires=1784810700&signature=dec33a5ba8729273f0e73f74ef137c573ee2cc3cf1783187235166696effea18&req=dSYlEst6nolfUfMW1HO4zdaFncF8gIm2DeZsm0Gz1HvrFKjRdMe1CTFpj5Ox%0A44o0dMtyIMup%2BKBpZMw%3D%0A) \ No newline at end of file +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1624243808/b025db8e598f0c88fb16d83d48d5/AD_4nXeUwCKnmFzzrjMHhfr5By4zk5pJlkEn3wbJ8-aNfu13Yl99IjBywpqPx9G07QRzpH1EwRY7uG7Q9m9fib98Gql1cIV7XwUCTzEgBNu79Ey8tCOS5CEVmwveIcEOxJ4fonBhe3g9MA?expires=1784827800&signature=efacc282930c5a5f409d610cb34df23fd66da8ddc30cd0b5eff3b94512c89e8c&req=dSYlEst6nolfUfMW1HO4zdaFncF8g465DeZsm0Gz1Htl1uJTeH1NiPFNzmJa%0AQofMrvpzF%2BRjtYRHqz0%3D%0A) \ No newline at end of file diff --git a/content/support/10684626-enable-and-use-web-search.md b/content/support/10684626-enable-and-use-web-search.md index 76eaa261a..cd2136f60 100644 --- a/content/support/10684626-enable-and-use-web-search.md +++ b/content/support/10684626-enable-and-use-web-search.md @@ -22,7 +22,7 @@ Web search expands Claude's knowledge with real-time data, helping you make bett An Owner or Primary Owner must first enable web search for the entire workspace. This can be found in **[Admin settings > Capabilities](https://claude.ai/admin-settings/capabilities)**: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2032032614/ad907328c4d9a26ee4bd9ca27a52/CleanShot+2026-02-05+at+09_01_42%402x.png?expires=1784810700&signature=6a381e88045910056b81211a31b35298985e1709d38e511709ff5b85dc750ce9&req=diAkFMl9n4deXfMW1HO4zetvyrayGc5XUJIbgsqS2%2BN5wuaDPZfNebl5tFue%0AmKwqmmvgd2322t9A21k%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2032032614/ad907328c4d9a26ee4bd9ca27a52/CleanShot+2026-02-05+at+09_01_42%402x.png?expires=1784827800&signature=9dff6fb8e763204f3d47905abad6bc731ef616fe223a0f8783b3ae32ae0206c6&req=diAkFMl9n4deXfMW1HO4zetvyrayGslYUJIbgsqS2%2BO0ot2xf7DlOMMP7Eim%0Ar%2BvgSoMqmCSujleTRFI%3D%0A) Once this is enabled at the workspace level, any member of the organization can switch it on while starting a chat by clicking the “+” button in the lower left corner of the chat window and selecting “Web search." Users can toggle this off for chats that don’t require web search capabilities. diff --git a/content/support/10722177-sharing-prompts-in-the-claude-console.md b/content/support/10722177-sharing-prompts-in-the-claude-console.md index bf84f252d..95d14d6e5 100644 --- a/content/support/10722177-sharing-prompts-in-the-claude-console.md +++ b/content/support/10722177-sharing-prompts-in-the-claude-console.md @@ -10,13 +10,13 @@ The prompt sharing feature enables teams to collaborate on prompt development wi 3. Select "Share" from the dropdown menu: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1409899224/f39d557d4925710cb16384886baa/AD_4nXf-Ev9bV40PoDjQX2fMF_zYpHSMQp7u3X92DNp-KRcykraFg8DnLdHCamIzXEPhtAEYhsBT9grnobQwQm1tgtnjR0EfyEuOFV61_InUuDwa121cj-1_KDtm9_NOYRD4LjcZQUIK?expires=1784810700&signature=aecff896b576cea3e9d4bb6da4dda8604e203b57f1d4ba46d492dee15a198b41&req=dSQnH8F3lINdXfMW1HO4zajBO10mOA%2B85HPc4FxcZuotwrPNUhZfXpMbLwvQ%0AYKT8%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1409899224/f39d557d4925710cb16384886baa/AD_4nXf-Ev9bV40PoDjQX2fMF_zYpHSMQp7u3X92DNp-KRcykraFg8DnLdHCamIzXEPhtAEYhsBT9grnobQwQm1tgtnjR0EfyEuOFV61_InUuDwa121cj-1_KDtm9_NOYRD4LjcZQUIK?expires=1784827800&signature=ef944003ef893699c15186de99df0a8db3d0ca21571c7f3a6fe9e650fda1283d&req=dSQnH8F3lINdXfMW1HO4zajBO10mOwiz5HPc4FxcZuq6XhEq%2FpchS%2FUJ6%2Fst%0Aw5Ld%0A) 4. Change the access settings from "Private" to "Shared." 5. Click the "Copy link" button that appears: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1409899713/0fd923a839b2c0ff8a0b5e11cf0c/AD_4nXdGUlO0CiCdnhllDnlz2Dd75uiNClFmR8_Qi1Wx6MM9rF-EUSIzRzvs_P6kGSqWBuF-l4iBMRtoEN8ip1-c8bqNzSqKA7SX1STIjtRqNisW-NCmcl9DEhWjv4edORWaT4LNZuPVww?expires=1784810700&signature=6bc174413723db90a46404e1ea770ad9c8428c99300f16b5c209e9730c967b5e&req=dSQnH8F3lIZeWvMW1HO4zaU8nlO8P8yuiqPPSiDAl9JZZ362UkfIpKHoN1LY%0A%2F3A%2F%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1409899713/0fd923a839b2c0ff8a0b5e11cf0c/AD_4nXdGUlO0CiCdnhllDnlz2Dd75uiNClFmR8_Qi1Wx6MM9rF-EUSIzRzvs_P6kGSqWBuF-l4iBMRtoEN8ip1-c8bqNzSqKA7SX1STIjtRqNisW-NCmcl9DEhWjv4edORWaT4LNZuPVww?expires=1784827800&signature=382799e80801fa09ed4781a5384bb81d703b1b5f01e2049138d57d8e15cd2af0&req=dSQnH8F3lIZeWvMW1HO4zaU8nlO8PMuhiqPPSiDAl9Kfdesuty69rl2VIy%2Bx%0AZ28L%0A) 6. Share the link with members of your workspace. @@ -38,7 +38,7 @@ When working on a shared prompt: **Note:** If a collaborator saves changes to the prompt while you are viewing it, you will be prompted with a message to “Go to the Latest Version,” where all their changes will be reflected. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1409901036/6b69f2878fcb1b4e9ba0747464ac/AD_4nXcp1htcsSLR8H98i7KazEFqIkOhVUHnw__-17jbMZ-n70qnSttxx_m7wNNaHsK7FZHoG8v6zRyqkElQrtdVkxnydo2hzsznCwt6ehzqlGAR7Js7TggP6WmVfwnUTgbouDIxyGS0?expires=1784810700&signature=bf7464c9364e507509e93af90bb668fe36a99eea21739503fecd37b372dbcafc&req=dSQnH8B%2BnIFcX%2FMW1HO4zUnGutMHBEMh83rdFAdB3Kx35epGpZiVKlbKqhVZ%0AjuyjNki5IiwWTS3I%2BwM%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1409901036/6b69f2878fcb1b4e9ba0747464ac/AD_4nXcp1htcsSLR8H98i7KazEFqIkOhVUHnw__-17jbMZ-n70qnSttxx_m7wNNaHsK7FZHoG8v6zRyqkElQrtdVkxnydo2hzsznCwt6ehzqlGAR7Js7TggP6WmVfwnUTgbouDIxyGS0?expires=1784827800&signature=19713f9e468b892e474cb676356ebcb52e143ebf72255dfaf334376d40642b7f&req=dSQnH8B%2BnIFcX%2FMW1HO4zUnGutMHB0Qu83rdFAdB3KyAFGMoWllkPrCJZ7ex%0AV%2BZcEaqARsOjolr%2FE1s%3D%0A) ## Viewing Version History @@ -48,13 +48,13 @@ To see previous versions of a prompt: 2. Select "Version history" from the dropdown: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1409901693/2924593d08c79c5ef1c4ca795f9d/AD_4nXf-Ev9bV40PoDjQX2fMF_zYpHSMQp7u3X92DNp-KRcykraFg8DnLdHCamIzXEPhtAEYhsBT9grnobQwQm1tgtnjR0EfyEuOFV61_InUuDwa121cj-1_KDtm9_NOYRD4LjcZQUIK?expires=1784810700&signature=c0fba2717b75a948375d4a0b3abf0b51ae4ab8cc92dc4b29dfb26ad2afac7bb5&req=dSQnH8B%2BnIdWWvMW1HO4zdOs5EAoNHLZplKKWUPxWw3yVoQX4shLV2A6uYyF%0AYj4%2B%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1409901693/2924593d08c79c5ef1c4ca795f9d/AD_4nXf-Ev9bV40PoDjQX2fMF_zYpHSMQp7u3X92DNp-KRcykraFg8DnLdHCamIzXEPhtAEYhsBT9grnobQwQm1tgtnjR0EfyEuOFV61_InUuDwa121cj-1_KDtm9_NOYRD4LjcZQUIK?expires=1784827800&signature=e243e7c7ba8d1520725f36d6bb10fd96356753909dce8f885346edf9baf51f3b&req=dSQnH8B%2BnIdWWvMW1HO4zdOs5EAoN3XWplKKWUPxWw0WkMixmnZfCBPJg7Ee%0AtVWP%0A) 3. Choose the specific version you want to view from the list. **Note:** Past versions cannot be edited. To restore the prompt to a previous version, select the version from the version history list, and click the “Restore” button in the pop up. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1409902092/39258424bd71205743134bb5a2d8/AD_4nXe7EGQNq4UAioXobBxbEdluYda1qU277VuDxoqXgmL9z1ch8ro5k3RjDmBWlpPzcfI8eeAbbmiouCc2AEfGPO_LiwFekOgCDj5MV8klaRgH1BHko5OZ1WtWq8Ow0HlYif77j2AxRQ?expires=1784810700&signature=29aa1052d5cd6f602a51db5ce63816ff1f78482c161a1b9c09b3fc7481246808&req=dSQnH8B%2Bn4FWW%2FMW1HO4zeZkcjNbitcnRPhLT%2BKEBGNuFiDDgjHaz6N%2BZv4F%0ATDGJJfb0WtN4YhiUrHA%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1409902092/39258424bd71205743134bb5a2d8/AD_4nXe7EGQNq4UAioXobBxbEdluYda1qU277VuDxoqXgmL9z1ch8ro5k3RjDmBWlpPzcfI8eeAbbmiouCc2AEfGPO_LiwFekOgCDj5MV8klaRgH1BHko5OZ1WtWq8Ow0HlYif77j2AxRQ?expires=1784827800&signature=dc8afe8b9cd0f048a08276f20eecc30df6876051efe95a695e6a8a8fad552944&req=dSQnH8B%2Bn4FWW%2FMW1HO4zeZkcjNbidAoRPhLT%2BKEBGMUFNAyh2qZeBYw5zHg%0Ajd0Y8jq6EIcRluoa%2F88%3D%0A) ## Unsharing a Prompt @@ -64,6 +64,6 @@ To see previous versions of a prompt: 3. Change the access settings from "Shared" to "Private": -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1409898166/d7f3c0233ef3a3fa66701b558db7/AD_4nXcuZY7tln-InGzsyEmOZdRER_FWN9rQmcKalQqRTu6lSEyFSGBhGuvVPkLv7QHvsJCZsHz6-lTOX_tw77ribji4VlTsdG2dp-orGm6ST7IQ9aRnZvQMNvetkik0voTDZ1rHuFP5zA?expires=1784810700&signature=77cbaffffdf94fb561ce2da322e5445b49ffad0865b28ebb5c0b241c49a3a6df&req=dSQnH8F3lYBZX%2FMW1HO4zZMvtFPWRfZmH68akkuAPm3hyfpYWxBdVit8roni%0A7%2BhdiTh3iohn%2FliYJXI%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1409898166/d7f3c0233ef3a3fa66701b558db7/AD_4nXcuZY7tln-InGzsyEmOZdRER_FWN9rQmcKalQqRTu6lSEyFSGBhGuvVPkLv7QHvsJCZsHz6-lTOX_tw77ribji4VlTsdG2dp-orGm6ST7IQ9aRnZvQMNvetkik0voTDZ1rHuFP5zA?expires=1784827800&signature=cb0ae8717b02b3298cb913d1335741b577dfc353a669ba52599009c7440594a7&req=dSQnH8F3lYBZX%2FMW1HO4zZMvtFPWRvFpH68akkuAPm22qD5telk2it6Ir787%0AN%2B2OPJuDYxbQIwvgCfk%3D%0A) **Note:** Unsharing immediately disables access via the direct link. Anyone that the link was previously shared with will no longer be able to view the prompt. \ No newline at end of file diff --git a/content/support/10949351-getting-started-with-local-mcp-servers-on-claude-desktop.md b/content/support/10949351-getting-started-with-local-mcp-servers-on-claude-desktop.md index b4b28d093..e75f1d4c9 100644 --- a/content/support/10949351-getting-started-with-local-mcp-servers-on-claude-desktop.md +++ b/content/support/10949351-getting-started-with-local-mcp-servers-on-claude-desktop.md @@ -48,7 +48,7 @@ for specific instructions. Custom desktop extensions uploads allow Team and Enterprise plans to leverage organization-specific workflows that aren’t available in the public directory. After creating a custom desktop extension, Owners and Primary Owners can navigate to Settings > Extensions within Claude Desktop and click “Advanced settings” to access the **Extension Developer** section: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1681607607/ba6e379d2769d190f0970a0adaed/AD_4nXd4aZkqjJFpiXMPF28Pih7HmSJ9pPsnoWAfVgiLdFRFiTkO92YtXteIjvDHaPl7T0tjfpRTBOlyrMbQ_aciCNDgfIuEvV3szmKvt72x5O51DMSClXOYWk1JIRIzylwkj3joXqZcLw?expires=1784810700&signature=c8c39566655aa482300da2da057c9fb1d4b1e0576a24258bc93ca25c26d3dd31&req=dSYvF89%2BmodfXvMW1HO4zWbPxER3Nj01Hn9K2IaIG2IVkVBBeapGsM6tUGUe%0ANULuVRlJV6xxa4Lzukw%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1681607607/ba6e379d2769d190f0970a0adaed/AD_4nXd4aZkqjJFpiXMPF28Pih7HmSJ9pPsnoWAfVgiLdFRFiTkO92YtXteIjvDHaPl7T0tjfpRTBOlyrMbQ_aciCNDgfIuEvV3szmKvt72x5O51DMSClXOYWk1JIRIzylwkj3joXqZcLw?expires=1784827800&signature=97d8e516d96d5a44407ab6480db4d5a5574abda276f71ddde9e17984198c7343&req=dSYvF89%2BmodfXvMW1HO4zWbPxER3NTo6Hn9K2IaIG2LKpjPdgZXjgBLKaT1h%0ApbOFZ85UOh%2B%2FsgMAJpI%3D%0A) Click “Install Extension…” and select the .mcpb file. Follow the prompts to install and configure your custom desktop extension. For more in-depth information, please refer to our [desktop extension developer documentation](https://github.com/anthropics/mcpb). diff --git a/content/support/11101966-use-voice-mode.md b/content/support/11101966-use-voice-mode.md index 7cd949060..fb35abcfe 100644 --- a/content/support/11101966-use-voice-mode.md +++ b/content/support/11101966-use-voice-mode.md @@ -22,7 +22,7 @@ Voice mode transforms how you interact with Claude by: 2. Tap the sound wave symbol in the lower right corner of the chat window to activate voice mode: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2042358620/1bf2311353615c1c494da1312a17/124b93a8-0a9b-4c84-9d1f-ede6ca3498dd?expires=1784810700&signature=2615c1f31b54c4f5eb7b723de87a2ea262f792256e8ee9f14204d62d6bcc6990&req=diAjFMp7lYddWfMW1HO4zZyGrsp6ulcXF6uXnTLMvvA%2BeVU48nki8xiDEwH3%0AbsFS%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2042358620/1bf2311353615c1c494da1312a17/124b93a8-0a9b-4c84-9d1f-ede6ca3498dd?expires=1784827800&signature=56f772177f0ed487a90db1bb4ff97bb290281855be0fac88a7d5a81819329de3&req=diAjFMp7lYddWfMW1HO4zZyGrsp6uVAYF6uXnTLMvvCLIBfnEm1%2Fl8sqvdkv%0AJbcf%0A) 3. Start talking and see your prompt automatically populate in the chat input. @@ -30,7 +30,7 @@ Voice mode transforms how you interact with Claude by: 5. Claude will remain in voice mode until you click the “Stop” button in the lower right corner of the chat window: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2042352060/162f9e61f7fbeb689201dfc1cac1/6a7fafb2-31df-43be-a43f-0059d735e3c4?expires=1784810700&signature=0d530960503c327b515bd11e41603db40b33dfbc3fc36903b564ca950fcc3745&req=diAjFMp7n4FZWfMW1HO4zU6VRfnCSbxuxNdRzYWrfF5PThsRp6Ulk8npZDkN%0AeXLZUn4PXLzuXAdPd%2F8%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2042352060/162f9e61f7fbeb689201dfc1cac1/6a7fafb2-31df-43be-a43f-0059d735e3c4?expires=1784827800&signature=838f916a5266ddd5715f9a51a25e656e918085f2537be5131817b2a99c80d839&req=diAjFMp7n4FZWfMW1HO4zU6VRfnCSrthxNdRzYWrfF4VDDbewPaTdfRh94q0%0AkmYXpNjnuH8Kf5Qi4C4%3D%0A) ### On mobile (iOS and Android) @@ -38,7 +38,7 @@ Voice mode transforms how you interact with Claude by: 2. Tap the voice mode icon (sound wave symbol next to the microphone icon) in the text input field: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2042359690/68879db64559ecf87991f73ce058/671ff972-9e08-4686-bc04-955dab4b2de3?expires=1784810700&signature=363898a4027ebff88e80452a8aed8a05182c6799b30fc40da4e78b8fbbb24638&req=diAjFMp7lIdWWfMW1HO4zQTUIfBykdhJD%2FRXAPlQ7LYGtZrLTUSl3fWPemmF%0AX70L%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2042359690/68879db64559ecf87991f73ce058/671ff972-9e08-4686-bc04-955dab4b2de3?expires=1784827800&signature=d02b28057c7a9ca83e1ee931dd805e6aa213721f1afaaadaef6bf35975457803&req=diAjFMp7lIdWWfMW1HO4zQTUIfBykt9GD%2FRXAPlQ7LaIoLVBvlQN0tGWMUig%0Apfu6%0A) 3. Choose a voice to personalize your experience. @@ -76,7 +76,7 @@ To change the voice later: - **On mobile:** Click the settings button in the bottom left corner while chatting with Claude in voice mode, then tap your preferred voice and pace: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2042352063/25eca25bcfd573ecab30dd53158c/074454a6-fa5a-4c49-8b19-02d434b4ca50?expires=1784810700&signature=e143bae650a000eb97a0f8c589afbbe70e10eebc60f8a6b6ef54a721aec610cd&req=diAjFMp7n4FZWvMW1HO4zZ3%2FGG6dYVANy8OQfYsvK3x0pRMB2CLUNbQH%2Fj8t%0A2bqRiihD6sf7RX6GLY8%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2042352063/25eca25bcfd573ecab30dd53158c/074454a6-fa5a-4c49-8b19-02d434b4ca50?expires=1784827800&signature=f29c71469478ae01676230fae46e6e2a6aaefc894288d2fc0ee16171bf61bb2f&req=diAjFMp7n4FZWvMW1HO4zZ3%2FGG6dYlcCy8OQfYsvK3zBnebBpG0vvUQ2s51F%0AiZ75HWej7rCYwROljCQ%3D%0A) ## Switch between text and voice diff --git a/content/support/11506255-get-started-with-claude-in-slack.md b/content/support/11506255-get-started-with-claude-in-slack.md index 2f0c0e90f..1cfd0d61f 100644 --- a/content/support/11506255-get-started-with-claude-in-slack.md +++ b/content/support/11506255-get-started-with-claude-in-slack.md @@ -12,17 +12,17 @@ It’s how we’ve brought Claude’s capabilities directly to Slack, bringing A **Direct message with Claude**: Start a private conversation with @Claude. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1755143775/0ac74968f16b0c304ad05c1501c3/8f870a90-c622-449d-9eba-0a2edf5d63f1?expires=1784810700&signature=49da1d4fc9efc221610f38921a88bae2fbb4e2328615c26eb58819032ef5e225&req=dSciE8h6noZYXPMW1HO4zb2WCgELF4Rw5mlLMjhGEMHJc2UJeJCpyKpE36xs%0AXLuzjYdvuAE%2FJlf7hbE%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1755143775/0ac74968f16b0c304ad05c1501c3/8f870a90-c622-449d-9eba-0a2edf5d63f1?expires=1784827800&signature=be760db7219619dcf18f3295f2365e8f2e7c123d2965948390bacb840aa69184&req=dSciE8h6noZYXPMW1HO4zb2WCgELFIN%2F5mlLMjhGEMHDLg6P%2BCsT55%2BV3I7E%0APlw40imt9YEeKdL%2BLIk%3D%0A) **AI assistant panel**: Click the Claude icon in Slack's AI assistant header to open a panel on the right side of your Slack window, allowing you to access Claude from anywhere in the Slack app. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1755144720/47781e38d6f97597aa494e0aeb2d/38f88d2c-aa96-4d35-8a02-7ad6b23f8699?expires=1784810700&signature=f3ab9e24750d0f55bc1c53cce8aca55639106505aab4db4e98757e4d1ea8e00e&req=dSciE8h6mYZdWfMW1HO4zUifzTXRFqOjPUSeDntyEuXcAyjT7dNM%2BCCnuZxJ%0ANNVwqmrHZ3TJNhaq6eU%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1755144720/47781e38d6f97597aa494e0aeb2d/38f88d2c-aa96-4d35-8a02-7ad6b23f8699?expires=1784827800&signature=97fc2116b355a2da2868bf26a5e768b361258ec850fb25c8318c5ca3044dd3ae&req=dSciE8h6mYZdWfMW1HO4zUifzTXRFaSsPUSeDntyEuXizCuh9AAlK5RkgJwq%0AEITMb3SydbIZU8tf9eI%3D%0A) -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1755145556/3155c34bba5a64e0ab7b760e78c2/5c54e519-3c0d-4ffa-a555-0b9d9660ea53?expires=1784810700&signature=81472d179c5a7ea150e98e4daa9a4a95c197f96cd276ce734096d8ea978f1f80&req=dSciE8h6mIRaX%2FMW1HO4zXrVUtx08Y%2FEBGejWRiWDiLC4NqaagY6Ne%2BCk2uX%0AvcaF2vwHSVXXnu64R%2BM%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1755145556/3155c34bba5a64e0ab7b760e78c2/5c54e519-3c0d-4ffa-a555-0b9d9660ea53?expires=1784827800&signature=08fe20c41488a08f88d65085b729ae831fb26009cefe59bdb050e8725b2e684a&req=dSciE8h6mIRaX%2FMW1HO4zXrVUtx08ojLBGejWRiWDiJGVLI3Q3YlShqF0WB5%0AcF%2Ba78AXYnRFD3z8uHQ%3D%0A) **Thread participation**: Mention @Claude in any thread to get Claude's help with the conversation. -![A Slack thread where a user @mentions Claude and asks for a summary. Claude replies in the thread with a short bulleted summary of the conversation.](https://downloads.intercomcdn.com/i/o/lupk8zyo/2398958204/25a1254c9c17bb0af6bf64ac99d3/Slack_Claude_Thread.png?expires=1784810700&signature=cca8effc7d8c7aa42572814ef3f17d4f5795e1e0c72a4a38d2e396029a185fb3&req=diMuHsB7lYNfXfMW1HO4zdOLiZ8lLeuvZVaRIDJSo4LrS76DxmHk985CKPPC%0AgonHzrB6Dl6pYcc6n5c%3D%0A) +![A Slack thread where a user @mentions Claude and asks for a summary. Claude replies in the thread with a short bulleted summary of the conversation.](https://downloads.intercomcdn.com/i/o/lupk8zyo/2398958204/25a1254c9c17bb0af6bf64ac99d3/Slack_Claude_Thread.png?expires=1784827800&signature=aec019c5e476592c8cc8a7e224293184c7f2d4163dc51bad6493ef3169ce850b&req=diMuHsB7lYNfXfMW1HO4zdOLiZ8lLuygZVaRIDJSo4JjnDPKqYhD54dKEjr%2B%0AKcqx2o8CCeCkv6NEMpk%3D%0A) All surfaces provide the same capabilities that you have enabled in Claude, including web search and connections to your integrated tools, allowing you to seamlessly integrate AI assistance into your existing workflow. @@ -60,17 +60,17 @@ Once your Slack admin has approved Claude (or if you're on a personal Slack plan 2. Click "Connect Account” to be prompted to connect your Claude account: - ![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1755147280/abac53f0415690817c630a420091/98c15ecd-761c-4e0d-aeae-1c52d38e52c8?expires=1784810700&signature=25cbdbdfd18f7ec1ad61e09373193f08dc3c2c67851d08bacee3aaaa59bcd54f&req=dSciE8h6moNXWfMW1HO4zRIwhUi0RCBh%2Fy7g3WAjXh7VoiCEQZFkNn2BFGKz%0AlL1g%0A) + ![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1755147280/abac53f0415690817c630a420091/98c15ecd-761c-4e0d-aeae-1c52d38e52c8?expires=1784827800&signature=04f3ea0d2983e6d5adeb8121c3f87b67e900386f39da6ea46a7894692d639084&req=dSciE8h6moNXWfMW1HO4zRIwhUi0Rydu%2Fy7g3WAjXh7kHOUabPh4SPoWpaZT%0AehkF%0A) 3. In the window that opens, select which organization you would like to connect with Claude for Slack. 4. Click “Authorize” to allow Claude in Slack to access your Claude chat account: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1755147985/57be4bd15a4720466d9114ef9e0d/5944ab3f-20b9-43f7-b475-127b98a3eef4?expires=1784810700&signature=601818866f70bfcaa3b9c3920d639a747dad5aecb7d1144d2581a066604af400&req=dSciE8h6mohXXPMW1HO4zcpXSpEzEw2TFQ%2BRWX0w%2Fe6l768AX588JpaylhCa%0Aqtfy%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1755147985/57be4bd15a4720466d9114ef9e0d/5944ab3f-20b9-43f7-b475-127b98a3eef4?expires=1784827800&signature=e15e9d3e06991a9fbc32c02a4e75dfd4a41a22a44d0a0ff3db79d6bf5eeda457&req=dSciE8h6mohXXPMW1HO4zcpXSpEzEAqcFQ%2BRWX0w%2Fe7FV0IfQBtJwojx8L3H%0AiCJK%0A) 5. You should see a confirmation message upon successful connection: - ![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1755148657/71571a264d97c7a145c399b3e653/f0d32375-bf8f-47d5-89e3-c165eb3a1d41?expires=1784810700&signature=48ae8febdb6f7ba1ca3935a8687034d3ff3e651363dd17ca83f1fc2ace0bd133&req=dSciE8h6lYdaXvMW1HO4zZ9S6jURdZFsXLLzhWuBjzMW6oLONYecC09CsA5o%0AoERo%0A) + ![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1755148657/71571a264d97c7a145c399b3e653/f0d32375-bf8f-47d5-89e3-c165eb3a1d41?expires=1784827800&signature=e566683755b486a7c2ba8b599ed8d3f86af706e1a5ad939463fbe154a5320153&req=dSciE8h6lYdaXvMW1HO4zZ9S6jURdpZjXLLzhWuBjzPsViedvwq2i1wipc0K%0AwHYy%0A) 6. After successful authentication, return to Slack. @@ -142,7 +142,7 @@ To disconnect your Claude account from Slack: 3. Confirm the disconnection. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1755149744/97a579fedf87deb5e5b6abf48963/4cab9f61-9f98-40c4-969a-f590716dfb38?expires=1784810700&signature=952f03d5c6566a4e2c341a70de2d929485667d63eaf659da657eae3404adb8f2&req=dSciE8h6lIZbXfMW1HO4zdIAvZFDb7GXQgg7UiXQlE3OpMFdhf43ETWNvLpm%0AckvtgcYEeqhCfD11gJY%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1755149744/97a579fedf87deb5e5b6abf48963/4cab9f61-9f98-40c4-969a-f590716dfb38?expires=1784827800&signature=4f54bf58ddd66241d9e8cb24cb2aaf4fbc514e683410fc2d19159658a5e2ef72&req=dSciE8h6lIZbXfMW1HO4zdIAvZFDbLaYQgg7UiXQlE1W65HMa9xk4A2RiaSW%0AoSulSR5nQDaNnUVvpEg%3D%0A) Disconnecting will: diff --git a/content/support/11725453-set-up-the-claude-lti-in-canvas-by-instructure.md b/content/support/11725453-set-up-the-claude-lti-in-canvas-by-instructure.md index 7a0b3733f..5fe964feb 100644 --- a/content/support/11725453-set-up-the-claude-lti-in-canvas-by-instructure.md +++ b/content/support/11725453-set-up-the-claude-lti-in-canvas-by-instructure.md @@ -44,7 +44,7 @@ This article provides information on how to enable the Claude LTI integration in 5. Click "Install" and refresh the course page. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1611422430/c8e0875feac1f2c7cb033be74fc9/AD_4nXfLU_bui3EXcCjQ0qm70HD97neqjGayKeDer_t76utlci8gZSUjYRhw6ZSOlDdqSEcwXBzd_shAh7pQEJ-8OoE0O21DM5coOgxmO_WD5hlwiuwtS2iYXcTavhIRyQT5zKFWvfn3NA?expires=1784810700&signature=c240ebc1c9fb6726f42de8c807abcb650b3b5c955161e3477491acd858e4f72b&req=dSYmF818n4VcWfMW1HO4zTEDau8WmvOGEv2ojHLMylaMSG1mRC97KUWV47KP%0A6nytlRvS%2BByzYkerfGU%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1611422430/c8e0875feac1f2c7cb033be74fc9/AD_4nXfLU_bui3EXcCjQ0qm70HD97neqjGayKeDer_t76utlci8gZSUjYRhw6ZSOlDdqSEcwXBzd_shAh7pQEJ-8OoE0O21DM5coOgxmO_WD5hlwiuwtS2iYXcTavhIRyQT5zKFWvfn3NA?expires=1784827800&signature=a1a72d41efd72881cb6f7a6d750e2a8b71e490056d4e8519d8d92708f19e5bc8&req=dSYmF818n4VcWfMW1HO4zTEDau8WmfSJEv2ojHLMyla556hWYhaFYGgSLtn2%0Az49or4Hm4XkKKThRnZ8%3D%0A) ## Turn on the Claude LTI Integration in Claude for Education organization settings diff --git a/content/support/11817273-use-claude-s-chat-search-and-memory-to-build-on-previous-context.md b/content/support/11817273-use-claude-s-chat-search-and-memory-to-build-on-previous-context.md index 83d25aad6..07435667f 100644 --- a/content/support/11817273-use-claude-s-chat-search-and-memory-to-build-on-previous-context.md +++ b/content/support/11817273-use-claude-s-chat-search-and-memory-to-build-on-previous-context.md @@ -40,7 +40,7 @@ When Claude searches your previous chats, you will see this reflected in your cu Yes, navigate to **[Settings > Memory](https://claude.ai/new#settings/customize-memory)** and switch the toggle next to "Search and reference chats" off: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2533482439/4dee2d7b267f865205feefc8f4f3/cb60c334-d1e2-4828-a01d-dfb36bbaa7eb?expires=1784810700&signature=8f4236deb342ccf2d9c2d91a5847b9b497eafbc53b38d6f2331c31a868c3767d&req=diUkFc12n4VcUPMW1HO4zY9IRA5kVNFwYNcz5nFaZkHe54lOVJ7C2oQDdQcO%0ASOpdznOV7tii4wzC1xc%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2533482439/4dee2d7b267f865205feefc8f4f3/cb60c334-d1e2-4828-a01d-dfb36bbaa7eb?expires=1784827800&signature=87afc00d4db99378a3010811e343cf93de418884d3bd805d231079e904c7af95&req=diUkFc12n4VcUPMW1HO4zY9IRA5kV9Z%2FYNcz5nFaZkE4yxrbMEArtBQ%2BB3x0%0AnI7hv7nIKeA3VFqG6iQ%3D%0A) ## Can I exclude a specific past chat from searches? @@ -80,7 +80,7 @@ Each project has its own separate memory space and dedicated project summary, so You can toggle Claude’s memory on by navigating to **[Settings > Memory](https://claude.ai/new#settings/customize-memory)** and turning on **Generate memory from chats**: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2533482441/b5c806a8e3f68bf34c4a70724d38/d30be013-d099-4c93-99d1-23d404792f08?expires=1784810700&signature=994c984f75f449361c41d335dcfc029f261552e549e1bd228711797e82e5f753&req=diUkFc12n4VbWPMW1HO4zRlYrp9l41ArNshWSMEMw9dy%2BTaqgnqtKFJ1tj5J%0AwQCZRc9GSf%2Fs0Y94YgE%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2533482441/b5c806a8e3f68bf34c4a70724d38/d30be013-d099-4c93-99d1-23d404792f08?expires=1784827800&signature=bea48e257736fefb507a909cf1e191dbaf44cacb245d8a4bd76d11ab70574b71&req=diUkFc12n4VbWPMW1HO4zRlYrp9l4FckNshWSMEMw9ecqfYWzHqc%2FngUNKD3%0AsgTMIp1WaCtRxASG%2Bjg%3D%0A) If you want to disable Claude’s memory, click the toggle and you'll see two options: @@ -184,7 +184,7 @@ When Claude searches your previous chats, you will see this reflected in your cu Yes, navigate to **[Settings > Capabilities](http://claude.ai/settings/capabilities)** and find the **Preferences** section. Switch the toggle next to “Search and reference chats” off: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1719730889/3fafbf5ecaa0ae31d7d84a66229b/c25536c1-7433-4b94-a5e9-cd5acf97a4fd?expires=1784810700&signature=b9247a226a5f62a6d1e6aac3c16e53e3092fe71075a01a2dc04dc89f16986844&req=dScmH859nYlXUPMW1HO4zRzXH1s4IjHFJG68qZhl783g1KJ7G5mVmgotrMbD%0Acmwk4QXXpOGcQFdhb3Y%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1719730889/3fafbf5ecaa0ae31d7d84a66229b/c25536c1-7433-4b94-a5e9-cd5acf97a4fd?expires=1784827800&signature=309f9681de0d7965d0ac86cf8cd803d764be29230a9355d29a0acb4988344e41&req=dScmH859nYlXUPMW1HO4zRzXH1s4ITbKJG68qZhl780eX9aVZFuiXK%2BKigdq%0APNh1o7fx97kTHDI6NVY%3D%0A) ### Can I exclude a specific past chat from searches? @@ -192,7 +192,7 @@ Incognito chats are available to all Claude users (free, Pro, Max, Team, and Ent When starting a new chat with Claude outside of a project, you'll see a ghost icon in the upper right corner of your screen: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1719730893/9549b21954e0070ceb6b85231fd5/88e59234-6fc2-4229-84fe-733b33efff26?expires=1784810700&signature=dbdbc723ca1df0c6e65bbb0c60e8e8fb9ed0469465ea3d50924b44dd42d017e2&req=dScmH859nYlWWvMW1HO4za54sKdkPYa8XDpzhlKsgjNdUvWfnggQ4NWlxH9w%0Ajy15lo%2FFQsq07Af8quQ%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1719730893/9549b21954e0070ceb6b85231fd5/88e59234-6fc2-4229-84fe-733b33efff26?expires=1784827800&signature=eb69189c060756c964fa53ecbdd165270b385af0f7caea336e04ebefb2435754&req=dScmH859nYlWWvMW1HO4za54sKdkPoGzXDpzhlKsgjOYc8c0Tl3OsJFMMlnL%0AafoY%2FHLrdeV1mxaUBB0%3D%0A) Clicking the ghost icon will open an incognito chat, creating a temporary conversation that isn’t saved to your chat history. Claude won’t pull information from incognito chats when searching previous conversations. @@ -224,7 +224,7 @@ Each project has its own separate memory space and dedicated project summary, so You can toggle Claude’s memory on by navigating to **[Settings > Capabilities](http://claude.ai/settings/capabilities)**: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1719730892/62f9f2b68d675a8e33393f06024f/89198978-192f-4c52-915d-5294b16f3fe1?expires=1784810700&signature=033c789b76c0e76fcbbd9b694932a963ba5b910b2e0bed52049b182be2fc82e3&req=dScmH859nYlWW%2FMW1HO4zTD5MMXuduRCBq9N9dRTKYd3CSP5s%2BhaeV8e0xT6%0APrG3cWktVrqBdJd6Zr0%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1719730892/62f9f2b68d675a8e33393f06024f/89198978-192f-4c52-915d-5294b16f3fe1?expires=1784827800&signature=3089ad463182adb13454a3ad76a8abc7294b1320d9eb8dfdce20aa31588e9845&req=dScmH859nYlWW%2FMW1HO4zTD5MMXudeNNBq9N9dRTKYfBOM7k9TgWCuSVUTP1%0AJwHVWuwxikyJPR%2BZa9M%3D%0A) If you want to disable Claude’s memory, click the toggle to see two options: diff --git a/content/support/11818288-why-am-i-being-asked-to-verify-my-payment-method.md b/content/support/11818288-why-am-i-being-asked-to-verify-my-payment-method.md index 3b41d00eb..60c128383 100644 --- a/content/support/11818288-why-am-i-being-asked-to-verify-my-payment-method.md +++ b/content/support/11818288-why-am-i-being-asked-to-verify-my-payment-method.md @@ -2,7 +2,7 @@ If you see the following pop-up when you log in to your Claude account, you’ll need to click the “Verify now” button to verify your payment method: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1631413861/42c3b13d7fc44a11a88ec2b9cd03/AD_4nXeMx8QXpeZZCkfAnVSwx8KZ9n4Vr2rvPdQddyE6ZNxch__F6ZqFs1G4ZmU52Wvb7gRlwRqquTLdw8IQv-gICDyP-MXqiQK_Oe7gX3SKsCKKt2IEpMx4qDeMeeZufMaJfv16XgOH5g?expires=1784810700&signature=a01da055b8c7a20bf6e0177023871f1e4a168c7f33b63958ccb46bf35e0cb1b5&req=dSYkF81%2FnolZWPMW1HO4zf7%2BjEDm6YD1n6MrEicvimDzbySU8UqE8Gtb3jxM%0AgwBAzwY6qwBvNQGB2Ew%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1631413861/42c3b13d7fc44a11a88ec2b9cd03/AD_4nXeMx8QXpeZZCkfAnVSwx8KZ9n4Vr2rvPdQddyE6ZNxch__F6ZqFs1G4ZmU52Wvb7gRlwRqquTLdw8IQv-gICDyP-MXqiQK_Oe7gX3SKsCKKt2IEpMx4qDeMeeZufMaJfv16XgOH5g?expires=1784827800&signature=496bb34258b1bd4f948efb86ccfa4475034b1e2155d9100622675ce8f83f67be&req=dSYkF81%2FnolZWPMW1HO4zf7%2BjEDm6of6n6MrEicvimDIvFi8KIREV74GX9kV%0Ar5ZG5X2By4uB0HeRPkc%3D%0A) ## What happens if I click “Remind me later?” diff --git a/content/support/11869629-use-claude-with-android-apps.md b/content/support/11869629-use-claude-with-android-apps.md index 76924eb84..59ce65399 100644 --- a/content/support/11869629-use-claude-with-android-apps.md +++ b/content/support/11869629-use-claude-with-android-apps.md @@ -224,7 +224,7 @@ Permission requirements vary by feature: For features requiring permissions (like location or calendar access), Claude will request permission contextually with clear explanations of why the access is needed. You’ll be prompted to approve the action with three options: Allow once, Always allow, or Don't allow. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1707351614/ccb910e4b87b1e96ad9a11bbd835/b57b2130-d8d6-4499-89f6-6c12de236fd4?expires=1784810700&signature=4d35fc83934481597cab9c51f6a59c679c50be1c7034012ab12da04acc06db4c&req=dScnEcp7nIdeXfMW1HO4zQe5GluH2iXzS5x65TIld%2FB0e%2BvB4qypMMbDM7dN%0AP1PSN6LoAPmiu%2FtmSMQ%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1707351614/ccb910e4b87b1e96ad9a11bbd835/b57b2130-d8d6-4499-89f6-6c12de236fd4?expires=1784827800&signature=bd4864dbbd355557056791bae957016ee006e3a5587e9ef43bb59cd0876f5504&req=dScnEcp7nIdeXfMW1HO4zQe5GluH2SL8S5x65TIld%2FDBs2rm%2Bky8BYkNMczy%0A%2Fsb8u%2F6dg509xmGnPYc%3D%0A) These permissions can be managed at any time in your device settings by going to Settings > Apps > Claude > Permissions. Click into each permission listed under **Allowed** and **Not allowed** to make changes. You can toggle between “Allow only while using the app” or “Ask every time” to change Claude’s access, or remove permissions by choosing “Don’t allow.” Claude will only request permissions if needed for specific features, and you can always choose to decline while still using other capabilities. diff --git a/content/support/12005970-manage-usage-credits-for-team-and-seat-based-enterprise-plans.md b/content/support/12005970-manage-usage-credits-for-team-and-seat-based-enterprise-plans.md index 8cc4857d9..556405ec9 100644 --- a/content/support/12005970-manage-usage-credits-for-team-and-seat-based-enterprise-plans.md +++ b/content/support/12005970-manage-usage-credits-for-team-and-seat-based-enterprise-plans.md @@ -70,7 +70,7 @@ After navigating to **[Organization settings > Usage](https://claude.ai/admin-se The **Usage and spend limits** section will show the current limit (if any) or **Unlimited**. Clicking on "Adjust limit" opens a modal where you can either input an amount and click "Set spend limit," or click "Set to unlimited" to remove the organization-wide monthly spend limit. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2149347604/936ac4eb025d3ef1f00c3b8a26b0/image.png?expires=1784810700&signature=e326a326266025fc09ee7e37c4ccb30ce9814257b54fc9774a6bff59a6e81176&req=diEjH8p6modfXfMW1HO4zQHwg6Xfly6h6DwhVVpk1mBlo1j%2FilfYfHAGlRsX%0A3%2FOKwUCPspp%2BiS39GGU%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2149347604/936ac4eb025d3ef1f00c3b8a26b0/image.png?expires=1784827800&signature=66567080924468a8561279eea931f78501e099320b1f079f72687da4ecde4ff9&req=diEjH8p6modfXfMW1HO4zQHwg6XflCmu6DwhVVpk1mAVNFK7wStauxc%2FV9oi%0A0vdvpIfhpOO%2Bu9LUmoc%3D%0A) Changes to your organization’s overall spend limit go into effect immediately. @@ -78,11 +78,11 @@ Changes to your organization’s overall spend limit go into effect immediately. Owners and Primary Owners on **seat-based Enterprise plans only** can set spend limits that apply to all users within a specific seat tier. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2149351600/c5b979c366ac2738f60ea84e85b3/CleanShot+2026-03-10+at+15_37_41%402x.png?expires=1784810700&signature=83e07e3f52a5423d6b9751debab321e5b263f1662daed697bda56a2ea51227ee&req=diEjH8p7nIdfWfMW1HO4zYnqMIGcInCO0wfO62ivdG9g2Fw5o%2B1wb2cPEM3k%0AzmGeuX5w6if7hKpMWxo%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2149351600/c5b979c366ac2738f60ea84e85b3/CleanShot+2026-03-10+at+15_37_41%402x.png?expires=1784827800&signature=7bc6c113945d70273d2f8f432a542a8c1ca7b770f50de53c5b4abc76a32eb443&req=diEjH8p7nIdfWfMW1HO4zYnqMIGcIXeB0wfO62ivdG9vzQlGSVVpkkxzxvB0%0A%2FbTouY2CrYlr1%2BazHn8%3D%0A) Select the "By group" tab to see **Standard seats** and **Premium seats** groups. Click the "..." icon next to the current limit, then "Edit limit." This opens a modal where you can either select "Set dollar amount" and input an amount, or click "Unlimited" to remove the limit for that seat type. Click "Set limit" to save your changes. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2149362056/44993661ca2db771fe924d0346f6/image.png?expires=1784810700&signature=f456cd5ac86f6bc45a4f29bbe6569f19dd9647e84cb5e2d2c84ff7b6e91ff129&req=diEjH8p4n4FaX%2FMW1HO4zRzvvIEDcU1Bq7nEDCGq9G4Tz%2BO%2BMdeYYTUBIUg5%0AjlvX8BFj9z3Hng%2BCT94%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2149362056/44993661ca2db771fe924d0346f6/image.png?expires=1784827800&signature=9f78e98fbeeaa1a086eec77cc0834fc86a26383262998a31322c1cf38b902f4c&req=diEjH8p4n4FaX%2FMW1HO4zRzvvIEDckpOq7nEDCGq9G4E3tjIRqx2BWn1b2N7%0AVF0JNvg78rEM0fq%2BT%2FU%3D%0A) --- @@ -90,11 +90,11 @@ Select the "By group" tab to see **Standard seats** and **Premium seats** groups Owners and Primary Owners can also set individual monthly spend limits for each member by finding **Spend limits by user** and clicking the "..." button next to the user, then "Edit limit." -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2149370853/db66f5cd03683b9cc119d0dcd6b8/image.png?expires=1784810700&signature=817fa46379a63f6b4aa78b981b645da68416d81648690028279b4f6559bf90f2&req=diEjH8p5nYlaWvMW1HO4zaPdGQNfVC9Be9HwvwG7ubjnCEHAMuhtztDYrSiM%0ApQDa%2B%2F%2FyDBTLHbSUe3g%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2149370853/db66f5cd03683b9cc119d0dcd6b8/image.png?expires=1784827800&signature=ed6149eb7372d9add3c222c0cc1cc254037f090af289626119d9277b19a9ed2e&req=diEjH8p5nYlaWvMW1HO4zaPdGQNfVyhOe9HwvwG7ubhY%2BLcUgUu3jdTsjI0O%0ABtBRS2Cqf5EyIRHyeT8%3D%0A) Enter the amount and click "Set limit." Alternatively, selecting "Set to unlimited" will remove that member's monthly spend limit (they will still be subject to any organization or seat-level spend limits). -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2149374028/97813fe3b515c2e839d8d92abd79/image.png?expires=1784810700&signature=c63b3cfcc92f102669486d557d55868e24754268268366e72c9309d92363efeb&req=diEjH8p5mYFdUfMW1HO4zevsAvOCMuuNw6z2wGSwkbvT8rnKuI396CvTrr5T%0AiO6umhe3Nu6sIhXFmy8%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2149374028/97813fe3b515c2e839d8d92abd79/image.png?expires=1784827800&signature=ef4c2fd1e244b65c10631a5f1bb641846f063011bd231292ca0c9305f1e68509&req=diEjH8p5mYFdUfMW1HO4zevsAvOCMeyCw6z2wGSwkbvRixtE72N8QTPZYXMv%0A6euyiSk7T7aNMFC4lBE%3D%0A) This allows owners fine control over usage credits, so you can set limits for different members based on their roles or individual needs. Once a user reaches their defined spend limit, this will automatically pause their usage credits until the end of the month. They will need to wait for their usage limits to reset before using Claude again. diff --git a/content/support/12012173-get-started-with-claude-in-chrome.md b/content/support/12012173-get-started-with-claude-in-chrome.md index d63dea367..3d535ab84 100644 --- a/content/support/12012173-get-started-with-claude-in-chrome.md +++ b/content/support/12012173-get-started-with-claude-in-chrome.md @@ -34,7 +34,7 @@ Follow these steps to enable the Claude in Chrome connector in your desktop app: 4. Toggle the connector on, then download and install the extension if you haven’t already. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1892696502/a23969725f631e99b9e4c47ec6e9/89803b8f-4f3c-4983-8b4d-63aec687ea1a?expires=1784810700&signature=45933cb50a5e0a21da93df8f34f9c311341457e5f03acb3f9a24bc7ca1a40585&req=dSguFM93m4RfW%2FMW1HO4zdOezI9U6bN%2Bhnw73Y7ib%2BcWBDhx4YPaYzJAklmG%0AOn2JsnwKN9MBnllO0Rc%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1892696502/a23969725f631e99b9e4c47ec6e9/89803b8f-4f3c-4983-8b4d-63aec687ea1a?expires=1784827800&signature=86de1899b59c69d8271715f55b3bd0a9388c271436af6cdaa424cfe4b1f603e3&req=dSguFM93m4RfW%2FMW1HO4zdOezI9U6rRxhnw73Y7ib%2Be7%2FiWVMdoo5mLdlb%2BR%0A9meBXjHAIWqntSmw0SY%3D%0A) Completing these steps will add Claude in Chrome to the “Connectors” drop-down on your chats with Claude. This is disabled by default, so you’ll need to enable it manually for each conversation. diff --git a/content/support/12111783-create-and-edit-files-with-claude.md b/content/support/12111783-create-and-edit-files-with-claude.md index 030ffdf3c..19684a994 100644 --- a/content/support/12111783-create-and-edit-files-with-claude.md +++ b/content/support/12111783-create-and-edit-files-with-claude.md @@ -48,7 +48,7 @@ These capabilities make it easy to produce professional documents by simply chat To give Claude access to external data sources, toggle **Allow network egress** on: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2054774005/25bcfffba6c249cd128d6c3f6d52/CleanShot+2026-02-11+at+16_34_47%402x.png?expires=1784810700&signature=4932301c08f65ec29404d354834fa0c20e61863b76860e65a9236383fb6114f4&req=diAiEs55mYFfXPMW1HO4zYFJywlNDZnJPQVowIiib2l3iwazbO%2BB3bl%2B95wl%0Aup%2BzjR9gMMzSx7sAnpQ%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2054774005/25bcfffba6c249cd128d6c3f6d52/CleanShot+2026-02-11+at+16_34_47%402x.png?expires=1784827800&signature=2341a7ff8abae45072e8a1a2bee63d4735ad3211f05377717e2c1e2fe0d60c73&req=diAiEs55mYFfXPMW1HO4zYFJywlNDp7GPQVowIiib2nIsOKIsrKMXVNg4ozg%0A6EGDL0KX%2BpfGeg4dFAU%3D%0A) ### Enabling on Claude Mobile @@ -66,11 +66,11 @@ Team and Enterprise organization owners can control network access settings in * - **Allow network egress to package managers and specific domains:** Claude can access package managers plus additional domains you specify. Add domains individually to whitelist specific resources your organization needs: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1789945362/ad72504d5429960f369b8b91b43c/86f06c0e-6eaa-4574-a4cb-2c38b273613a?expires=1784810700&signature=6fac4960e6b29628ea2770e2ede6126f10b76d6bffc34307ec1748e366d4362d&req=dScvH8B6mIJZW%2FMW1HO4zXJcBmlLlClMpMW6Iph6YZcfLh4PMgOM4ScZt5uH%0A7V6YSI1b4hBZQADxfik%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1789945362/ad72504d5429960f369b8b91b43c/86f06c0e-6eaa-4574-a4cb-2c38b273613a?expires=1784827800&signature=054a55aeb21acc753816d0a63b2377f20e7ad269441d31a6931dd63c37e74ce0&req=dScvH8B6mIJZW%2FMW1HO4zXJcBmlLly5DpMW6Iph6YZf3yvGNsIfELVdFPQfW%0A9PZ21r6nCQU%2B4lMT1TE%3D%0A) **All domains:** Claude has full internet access except for domains on Anthropic's legal blocklist. While this provides maximum flexibility for file creation and analysis tasks, it’s also the riskiest option. Please review the **[security considerations below](#h_0ee9d698a1)** before enabling “All domains”: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1789945361/e3188cb8edb9ca7c303615da6378/f1c99a7d-5956-48d5-9ec7-b7ae6c8c3d28?expires=1784810700&signature=2e4f8f13bc92e8149cfb364c30117c8990fbca00f379f82581965750916af7b4&req=dScvH8B6mIJZWPMW1HO4zdnseBCa7z%2BlqgKIA6CM1tqURJll7x5WLneeFoch%0AzVFws5rOGnTdgL0%2FllQ%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1789945361/e3188cb8edb9ca7c303615da6378/f1c99a7d-5956-48d5-9ec7-b7ae6c8c3d28?expires=1784827800&signature=bada65d0bef2384d436fbbd6bc6a3c13b9d0a46b28d36640c117b7402cddd836&req=dScvH8B6mIJZWPMW1HO4zdnseBCa7DiqqgKIA6CM1toJOdZc5TvtH%2FBVJtrA%0A%2BzMUbi8wjnTCaD6E1oo%3D%0A) --- diff --git a/content/support/12157520-claude-code-usage-analytics.md b/content/support/12157520-claude-code-usage-analytics.md index 30c7b4a4d..9c196f0b3 100644 --- a/content/support/12157520-claude-code-usage-analytics.md +++ b/content/support/12157520-claude-code-usage-analytics.md @@ -50,7 +50,7 @@ The **Usage** tab displays the following metrics for your organization. Data on - **Top commands**: The Claude Code commands used most often across your organization. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1717579277/46c512f4b3ed05c359cecd78ed5c/e0ce2c19-39e2-411f-9a1f-cb1d46439a42?expires=1784810700&signature=555b46bd675cad5752bda90fcb34755a7c09ab048afab9a7c7065e898e1dcdc7&req=dScmEcx5lINYXvMW1HO4zfiEP6JYjnnJCX9h5MbdDjNsR9xV3Fe8xNZBJYt1%0ANbkHNXgmfsyA%2BwAV448%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1717579277/46c512f4b3ed05c359cecd78ed5c/e0ce2c19-39e2-411f-9a1f-cb1d46439a42?expires=1784827800&signature=56580b3e3acc2e97b12d943ec718610125e1176cd5a4e2e5048ea2b194c09cee&req=dScmEcx5lINYXvMW1HO4zfiEP6JYjX7GCX9h5MbdDjMhllRWzmjv9M6dOEMr%0AdqNSuW4vt%2FOnG5iLRpM%3D%0A) ### User-level metrics diff --git a/content/support/12260368-use-incognito-chats.md b/content/support/12260368-use-incognito-chats.md index 77a56e4cb..d2837dc39 100644 --- a/content/support/12260368-use-incognito-chats.md +++ b/content/support/12260368-use-incognito-chats.md @@ -30,7 +30,7 @@ Incognito chats are temporary conversations that aren't saved to your chat histo When starting a new chat with Claude outside of a project, you'll see a ghost icon in the upper right corner of your screen: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1719768744/c7a2fa56cf284e48472f3b9c4dbf/030563f8-9f97-4891-a749-9ae95968a063?expires=1784810700&signature=64b8ea1a33e7ce74f2fe0e655afd851083c1d74371f67adc608cc77f16a9d380&req=dScmH854lYZbXfMW1HO4zeUcuwa1b%2BWMDCAt3Cx%2FSO3Dtaw9N1Oa%2BsI1vMDm%0AnqdQzPRwjEs3ta93eho%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1719768744/c7a2fa56cf284e48472f3b9c4dbf/030563f8-9f97-4891-a749-9ae95968a063?expires=1784827800&signature=e34a62b23ccb858562bb9ca0821e68da1b5bf02754373ad1e31960d4d345d96e&req=dScmH854lYZbXfMW1HO4zeUcuwa1bOKDDCAt3Cx%2FSO3ucaJ7MWQo%2B%2FPOv7sE%0A5SKLBi1tyT2jKCBVoZQ%3D%0A) 1. Click the ghost icon to enable incognito mode. diff --git a/content/support/12293051-use-claude-in-xcode.md b/content/support/12293051-use-claude-in-xcode.md index 56fa87454..2556af336 100644 --- a/content/support/12293051-use-claude-in-xcode.md +++ b/content/support/12293051-use-claude-in-xcode.md @@ -34,7 +34,7 @@ To start using Claude in Xcode: 3. Log in with your Claude account. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1727371585/b18ca03a6357c52d12d10386f28e/dab2dcb2-f670-4173-b77d-38767a34cec1?expires=1784810700&signature=09f988270bfd620f0a43d54eb8d8a7fecee057adaef084e1f7a5fef989f49910&req=dSclEcp5nIRXXPMW1HO4zUAXI8gKU6jTFalhp3bugHJJLdqJX6RolsqEbuRJ%0AvzXh4dAZGLEDsdQCoHA%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1727371585/b18ca03a6357c52d12d10386f28e/dab2dcb2-f670-4173-b77d-38767a34cec1?expires=1784827800&signature=3d407d1381d6b1b62c244a555f117426febecbf8a501b2b6bc0bfcbfd5627179&req=dSclEcp5nIRXXPMW1HO4zUAXI8gKUK%2FcFalhp3bugHJhPa9IaX4hm4zF3xvF%0AUhiSGYtInhGGmmhuG8o%3D%0A) ## Usage limits diff --git a/content/support/12429409-manage-usage-credits-for-paid-claude-plans.md b/content/support/12429409-manage-usage-credits-for-paid-claude-plans.md index c25733d33..a1d065950 100644 --- a/content/support/12429409-manage-usage-credits-for-paid-claude-plans.md +++ b/content/support/12429409-manage-usage-credits-for-paid-claude-plans.md @@ -46,7 +46,7 @@ To enable usage credits on your paid Claude plan: 8. You can also enable auto-reload to automatically make a purchase when your balance falls below a threshold you set: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1805819785/5e203c38e6ba3f76bfd1dab0d5ce/fe062e7c-18cb-48cc-a7e2-754ac6e6c4be?expires=1784810700&signature=d5f5eaa0692093d2b830bd2e23cd6f2013c2526dfae26ab1f92c78f93c0c115b&req=dSgnE8F%2FlIZXXPMW1HO4zYj2ARaRpPA%2FopE7m38YdffU7Yw%2BOhxKRhlG5oqS%0AW4E5xYz3UCc0x%2FeKB7M%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1805819785/5e203c38e6ba3f76bfd1dab0d5ce/fe062e7c-18cb-48cc-a7e2-754ac6e6c4be?expires=1784827800&signature=4e93951d9a6e264f0becbcb8190b54c5ef25090857b41fed2e6dfbcb62eeb325&req=dSgnE8F%2FlIZXXPMW1HO4zYj2ARaRp%2FcwopE7m38Ydfd12c6ecCDt712V0Hty%0AAToMqCeXrUXx0Kd6KeU%3D%0A) **Note:** There is a daily redemption limit of $2000. diff --git a/content/support/12461605-use-claude-in-slack.md b/content/support/12461605-use-claude-in-slack.md index 9fc2a2e71..09b836033 100644 --- a/content/support/12461605-use-claude-in-slack.md +++ b/content/support/12461605-use-claude-in-slack.md @@ -28,7 +28,7 @@ Claude in Slack gives you AI assistance right where your team collaborates. This 6. Access previous conversations by clicking the clock icon. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1755150661/a1a13c73bda421f6ee906650cfc9/22907223-e523-4a93-a6d2-3199a8368991?expires=1784810700&signature=03d913900c8551e56dfc84848586ec8cd1f4d97c3947b378fbcf406f0958adbe&req=dSciE8h7nYdZWPMW1HO4zXK26hVG6TEZVfOC%2FRy97LUf1OWVQAYQ43TKuFg%2F%0ApDwYiGDpMKLgTomj418%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1755150661/a1a13c73bda421f6ee906650cfc9/22907223-e523-4a93-a6d2-3199a8368991?expires=1784827800&signature=9b4416e4b49a937a84f12a39cf9497a5adbc11171e54ee48f6e72aa7c0dc6979&req=dSciE8h7nYdZWPMW1HO4zXK26hVG6jYWVfOC%2FRy97LUVcZZxmSnZ2SLasaK%2F%0A85RrTi7dz3R3I016HN4%3D%0A) ## Mention @Claude in a thread or channel diff --git a/content/support/12466728-troubleshoot-claude-error-messages.md b/content/support/12466728-troubleshoot-claude-error-messages.md index e367f76d4..e6350b617 100644 --- a/content/support/12466728-troubleshoot-claude-error-messages.md +++ b/content/support/12466728-troubleshoot-claude-error-messages.md @@ -58,4 +58,4 @@ Capacity issues will not appear on our status page because they represent normal Service incidents are disruptions where Claude is unavailable or significantly degraded for all or most users. These represent actual technical problems with our systems. To check for confirmed incidents, visit status.claude.com, where you'll find real-time updates on scope, impact, and resolution progress for any active incidents. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1753796247/e6a8c6ef8653b229c5758e881242/c2fc6fc0-d163-4119-93e0-394104d86bc9?expires=1784810700&signature=e0fef8e50577799f6542275ab73ba591106763d5e6be527caf6872b1b98e0dbf&req=dSciFc53m4NbXvMW1HO4za4BXqsr07LD7y68oYp%2BYg9RBnLYFXhvwYjDINpW%0A1tVU9RtinSHI4erk7Ig%3D%0A) \ No newline at end of file +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1753796247/e6a8c6ef8653b229c5758e881242/c2fc6fc0-d163-4119-93e0-394104d86bc9?expires=1784827800&signature=644006f2aae0c382ed0d181ff9b865f7cd0439987829236ee2319c7b721f0ed6&req=dSciFc53m4NbXvMW1HO4za4BXqsr0LXM7y68oYp%2BYg%2FaNHUyrByUd4iofrQh%0ANIxXuSKA1mF1FqfXmTg%3D%0A) \ No newline at end of file diff --git a/content/support/12512180-use-skills-in-claude.md b/content/support/12512180-use-skills-in-claude.md index 6aad71393..bb98af4be 100644 --- a/content/support/12512180-use-skills-in-claude.md +++ b/content/support/12512180-use-skills-in-claude.md @@ -164,7 +164,7 @@ To remove a custom skill you've uploaded: 4. To delete the custom skill entirely, click the "..." button next to the toggle, then select "Delete": - ![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2105391273/8359cbf8be20dce0f1cd3fd40e6f/CleanShot-2B2026-02-25-2Bat-2B15_50_16.png?expires=1784810700&signature=c766c49dfce5a3171ef412b6b37a6bfa5102790fb0248b2aa171d51831120f51&req=diEnE8p3nINYWvMW1HO4zSOgDy8gw%2BaqH%2BdCnFXB0uikmqRh4aeOeNLnnCvx%0A1dS2%0A) + ![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2105391273/8359cbf8be20dce0f1cd3fd40e6f/CleanShot-2B2026-02-25-2Bat-2B15_50_16.png?expires=1784827800&signature=254991c50b31c0b87931dea86b489437c1dec623e546692feb78eaa80c7d99aa&req=diEnE8p3nINYWvMW1HO4zSOgDy8gwOGlH%2BdCnFXB0uhMfqUyv%2Flmx7UcCnz4%0AROwh%0A) 5. Click "Delete" in the confirmation prompt. diff --git a/content/support/12592343-enabling-and-using-the-desktop-extension-allowlist.md b/content/support/12592343-enabling-and-using-the-desktop-extension-allowlist.md index 7da2123f8..06c339bf3 100644 --- a/content/support/12592343-enabling-and-using-the-desktop-extension-allowlist.md +++ b/content/support/12592343-enabling-and-using-the-desktop-extension-allowlist.md @@ -20,11 +20,11 @@ The desktop extension allowlist is disabled by default, so an organization Owner 4. Switch to the "Desktop" tab: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1781755172/63c92550571842577ad435860ec5/6f5cc4e1-ff7d-48de-863a-c4e6184d4605?expires=1784810700&signature=31a8d730768fb094e19cabdcdaeaf7b5c5bf6980f3614c27d1fd005ff3c0cd90&req=dScvF857mIBYW%2FMW1HO4zQ9pXU4C%2FnDc0ugSQm1MFW8qma8paBU8%2BXhMxXmB%0ARO0Y%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1781755172/63c92550571842577ad435860ec5/6f5cc4e1-ff7d-48de-863a-c4e6184d4605?expires=1784827800&signature=e5bacd4d2a61114b8dddfe542a7d0fbc55c94bab84e44e1ae01b62dcc6e581d4&req=dScvF857mIBYW%2FMW1HO4zQ9pXU4C%2FXfT0ugSQm1MFW80SNdRAR6AwtrkNHn%2F%0A5eCq%0A) 5. Toggle **Allowlist** on: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1781755578/a6bafff5f084dc86ae463703fd3d/6cf0ee18-4e71-4129-98e8-cc08174e3c3a?expires=1784810700&signature=2a21386f885058f4d13dd682b50e6a615b6c6f5fc704f6e774f1c9a3c867bf5c&req=dScvF857mIRYUfMW1HO4zaj0BHUjSKcDTAorLxpdoc%2Fw6Yia%2FtBgPgoc3tPi%0AvN90%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1781755578/a6bafff5f084dc86ae463703fd3d/6cf0ee18-4e71-4129-98e8-cc08174e3c3a?expires=1784827800&signature=33c695f587429940589598c2ca480929c65a34cd928f2feca483f4682d7dec2a&req=dScvF857mIRYUfMW1HO4zaj0BHUjS6AMTAorLxpdoc%2B08M8vx%2BEcH5dGFmIk%0A15e4%0A) ## What happens after enabling the allowlist? @@ -42,7 +42,7 @@ Consider completing the allowlist setup during off-hours to minimize disruption **Important:** The allowlist requires Claude Desktop version 0.13.91 or higher, so users should update the desktop app by clicking “Claude”, then either “Check for updates” or “Restart to update to Claude 0.13.91”: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1781756960/ad18af50c83d35f2673656c23e00/a7ee450f-0c7d-42d6-a75f-fb1bc088cb52?expires=1784810700&signature=1ee74b5ff37a88c803ef5227e680f921760b4c1b8e9f053906d8d7cbe587402b&req=dScvF857m4hZWfMW1HO4zYUJqYeiCzLsCEDZ5AdBjIavM0S77AjG3gB%2Fq5vS%0A%2Fp0CjfbFn7xmVLo5yJc%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1781756960/ad18af50c83d35f2673656c23e00/a7ee450f-0c7d-42d6-a75f-fb1bc088cb52?expires=1784827800&signature=1650567201269a6875ce79235546817bbe314e5a840fc8d49b6f9e4fb89268b4&req=dScvF857m4hZWfMW1HO4zYUJqYeiCDXjCEDZ5AdBjIYnBsH6j7Sl9GI21kxQ%0AKsmO3Nt%2B%2Bhya3HXFWYA%3D%0A) ## Managing allowed extensions @@ -60,7 +60,7 @@ After enabling the allowlist, you can choose which extensions to allow: If you want to remove an extension from the allowlist, click the “...” button and “Remove from allowlist.” -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1781751250/6558c0f59aea7976bd44b0213d76/e750f02b-cd0d-437e-a83f-9ac362cdf456?expires=1784810700&signature=2bb22a5499dea54dd9818b8d06569640a45ce793aea059f56887948a07364178&req=dScvF857nINaWfMW1HO4zTrxBawh%2FleSqXridZhfx1I%2Fm3dNerOor9zF9wIR%0AqwzpVlARucYOHLmTnEw%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1781751250/6558c0f59aea7976bd44b0213d76/e750f02b-cd0d-437e-a83f-9ac362cdf456?expires=1784827800&signature=659123002dd597a2e7034e42aa39cfe6b16857b6a261d73f02e4c38e9f92bee4&req=dScvF857nINaWfMW1HO4zTrxBawh%2FVCdqXridZhfx1IX%2Fq%2FKVT74gdFxmqC7%0AklE4m4pIliErSxaoqek%3D%0A) ## Uploading custom extensions diff --git a/content/support/12618689-claude-code-on-the-web.md b/content/support/12618689-claude-code-on-the-web.md index 09ece7cc8..9ecc386f8 100644 --- a/content/support/12618689-claude-code-on-the-web.md +++ b/content/support/12618689-claude-code-on-the-web.md @@ -10,7 +10,7 @@ This feature works with repositories you may not have on your local machine. You Claude Code for web enables asynchronous development workflows. With Claude Code in your terminal or editor, you typically work synchronously: you make a request, wait for Claude to respond, review the changes, then make another request. Synchronous work like this gives you fine-grained control but requires your attention throughout the process. Claude Code on the web handles this differently: you can assign a larger task, let Claude work independently, and return later to review the completed work. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1786446157/07ec74cd46317f8278083a317841/6448f3ee-c6df-4417-8a13-90d8c2ca3d55?expires=1784810700&signature=86d008b73a3db036c35fd6058712c6154afb6eb22c5c07c09a04e5d6ca71b50d&req=dScvEM16m4BaXvMW1HO4zR8%2BAFeIQ51x7XrRA1YwWGurhHb9Fri6yxc9NnfM%0AToAj9jKxKQjCgHZ8aHo%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1786446157/07ec74cd46317f8278083a317841/6448f3ee-c6df-4417-8a13-90d8c2ca3d55?expires=1784827800&signature=a22c36c251ca9bdbf7f441a1ce0d170a24cd02ce8fb9703c9897a07e10e43ae3&req=dScvEM16m4BaXvMW1HO4zR8%2BAFeIQJp%2B7XrRA1YwWGtF%2F0Suxj9vz0pwU%2BID%0ATnrCc4PVZkz6VB%2F9EiY%3D%0A) You can also run multiple tasks in parallel. Since each task runs in its own isolated environment, you can have Claude working on several different issues or repositories simultaneously. Each task proceeds independently and creates its own pull request when complete. More than one task can work on the same repository at the same time. @@ -18,13 +18,13 @@ You can also run multiple tasks in parallel. Since each task runs in its own iso When you start a task, Claude Code on the web creates an isolated virtual machine for your work. Your GitHub repository is cloned into this environment, which comes pre-configured with common development tools and language ecosystems. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1786446158/c092f1383826cb871493f74169d4/97b7cb98-5da2-438e-a920-e170b8b9790e?expires=1784810700&signature=ca2bf513703f02dd9d8d8204a5d4fc439869af1b32ec1c862f871f563cc30c9f&req=dScvEM16m4BaUfMW1HO4zcR0rZI8junH7DtpMiX%2FBYltmXvkaaCYhKDbOrN9%0A%2FK9g7HrdQrzUf5beIRc%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1786446158/c092f1383826cb871493f74169d4/97b7cb98-5da2-438e-a920-e170b8b9790e?expires=1784827800&signature=6c7d350ab0c256d6b895acdb25216c59e3146e288b07a73a9526a6459902a1e3&req=dScvEM16m4BaUfMW1HO4zcR0rZI8je7I7DtpMiX%2FBYkLGQ57fvj64A%2BFYobE%0AIGZHgGBi%2BhPIdhM5AFQ%3D%0A) Claude prepares the environment by running any setup commands you've defined in your repository's configuration. This includes installing dependencies, setting up databases, or running other initialization steps your project needs. If your task requires network access, maybe to install packages or fetch data, you can configure the level of internet access the environment has. Once the environment is ready, Claude begins working on your task. Claude reads your code, makes changes, writes tests, and runs commands to verify the work. You can monitor progress and provide guidance through the web interface if needed. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1786446156/83ecf0a5b98eddc9ffc9694c50f7/353589ce-b678-441d-8909-71b45fa2d065?expires=1784810700&signature=893ad1e60b866e249bb7d3e38b307a7ccf012761ad51400c3863c43d9346cd54&req=dScvEM16m4BaX%2FMW1HO4zVbcTGeL4sTJUQl3YqgIJdZVbJov5rmhmqMyOUJ7%0AO8jOv91RwaGX9Ql40g8%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1786446156/83ecf0a5b98eddc9ffc9694c50f7/353589ce-b678-441d-8909-71b45fa2d065?expires=1784827800&signature=3bcb6eb58c87b0fafdf2d2e651cba90e08eb326517a4d4c5fb932be287a0c2ec&req=dScvEM16m4BaX%2FMW1HO4zVbcTGeL4cPGUQl3YqgIJdZcJRC9%2FWuID%2BiCLRDX%0AVv3ja%2BeYJsABtpPrgtU%3D%0A) When Claude completes the task, it pushes the changes to a new branch in your GitHub repository. You receive a notification and can review the changes, then create a pull request directly from the interface. The pull request includes all of Claude's work, ready for your review and any additional changes you want to make. diff --git a/content/support/12626668-use-quick-entry-with-claude-desktop-on-mac.md b/content/support/12626668-use-quick-entry-with-claude-desktop-on-mac.md index 33094e780..8a86b9dc5 100644 --- a/content/support/12626668-use-quick-entry-with-claude-desktop-on-mac.md +++ b/content/support/12626668-use-quick-entry-with-claude-desktop-on-mac.md @@ -40,7 +40,7 @@ When you first open the updated version of Claude Desktop, you'll see a prompt t Once enabled, double-tapping Option will open a text box where you can type your message and start a new chat. You can also click "New chat" to see your five most recent conversations. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1893088365/2ca4b782dda90abea1fe5f4150af/CleanShot+2025-12-18+at+13_14_30%402x.png?expires=1784810700&signature=587ef0fb08154cc779a05f227fcb96a05df7d5e496ae0030a3018254fe804ec6&req=dSguFcl2lYJZXPMW1HO4zWggD9pZp5ydRC8c%2FcM5c2I2%2BUnlx4jyw9BmFX5%2B%0AIIjIwpV9f8egoXyzPG8%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1893088365/2ca4b782dda90abea1fe5f4150af/CleanShot+2025-12-18+at+13_14_30%402x.png?expires=1784827800&signature=1624f1b71d2a3a30153808e61167b3e9bb79747ff1e68c8da1a3a401f16118fc&req=dSguFcl2lYJZXPMW1HO4zWggD9pZpJuSRC8c%2FcM5c2IKnX8j3XCQ%2BWRYUmH0%0A97o7iSdtvIf8pupvfww%3D%0A) ### Enable the voice shortcut (optional) diff --git a/content/support/12650343-use-claude-for-excel.md b/content/support/12650343-use-claude-for-excel.md index f120dc45a..5da3b2b1b 100644 --- a/content/support/12650343-use-claude-for-excel.md +++ b/content/support/12650343-use-claude-for-excel.md @@ -330,7 +330,7 @@ Users can approve all of Claude’s actions via a confirmation pop-up that appea - System information: REGISTER.ID, RTD, INFO -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1849431310/ffc870a5114b4178fcd74b5cccf8/Screenshot+2025-11-25+at+11_30_10%E2%80%AFAM.png?expires=1784810700&signature=11d3ed392d81b301dcdb4bab4f348115f6fd6fd5589c2faffe62d8ecfc953b14&req=dSgjH819nIJeWfMW1HO4zYWKaOZjI9p1qAsRdssXCyD9QW3pdJlGiumu4c5x%0AY0pqiNS6cof%2BrO7eAx0%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1849431310/ffc870a5114b4178fcd74b5cccf8/Screenshot+2025-11-25+at+11_30_10%E2%80%AFAM.png?expires=1784827800&signature=0d60f93db8ad67a991d0bda90be84022f8f43878564d8207b220f295bd69ab24&req=dSgjH819nIJeWfMW1HO4zYWKaOZjIN16qAsRdssXCyDktaTi128iDd9slf1c%0AIjuTAs%2Fv4NGfyFZAhfg%3D%0A) While we continue to develop our offerings and improve safety measures to reduce these risks, users should exercise caution when using Claude for Excel and should not use it with spreadsheets from external, untrusted sources. diff --git a/content/support/12883420-view-usage-analytics-for-team-and-enterprise-plans.md b/content/support/12883420-view-usage-analytics-for-team-and-enterprise-plans.md index ae96886d0..c33e28c27 100644 --- a/content/support/12883420-view-usage-analytics-for-team-and-enterprise-plans.md +++ b/content/support/12883420-view-usage-analytics-for-team-and-enterprise-plans.md @@ -22,7 +22,7 @@ This page includes the following analytics: - Sessions in Cowork -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515895966/9f231a620f47d49e0ee648152189/848c1787-4eaa-4809-8fd2-1dbe2722560f?expires=1784810700&signature=a1ff24d46d0d2ab4ee8246ff5859ed20f9bbf26735470500f15661ae1379db71&req=diUmE8F3mIhZX%2FMW1HO4zZL6waJ6moV2ExEG4dCAGDY51uAxDflQf2qVNvc%2F%0AxXqBGmL%2FsdIL7TleEjo%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515895966/9f231a620f47d49e0ee648152189/848c1787-4eaa-4809-8fd2-1dbe2722560f?expires=1784827800&signature=a13e3a276fd5da3001989d3ae9204724504d5e143a9e036772af7cd8b6bf3bd3&req=diUmE8F3mIhZX%2FMW1HO4zZL6waJ6mYJ5ExEG4dCAGDZyU4KiqAwbLQlxgLC3%0Ag9zh%2BFlmkfQ0Cri0QLQ%3D%0A) ### Who’s using Claude? @@ -32,7 +32,7 @@ This page includes the following analytics: - Members -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515896351/4d955858e6662c37489cc1470871/457cf159-8c2a-4403-ba22-cb92cb47e459?expires=1784810700&signature=8952541b7eac75dc2ed3ef29da6739b14dc85f4177c0305c30475d9d7049d4ca&req=diUmE8F3m4JaWPMW1HO4zYEqejOhQ5CoYqPRsgaNdTyg%2Fg%2Bb%2BrhRiIW4DJ8T%0Amf7tLE9CbpNHJtZygsw%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515896351/4d955858e6662c37489cc1470871/457cf159-8c2a-4403-ba22-cb92cb47e459?expires=1784827800&signature=061e432e770c451796dc037f73f206e70ea91ad5c3a97af44e62c97f9f15e121&req=diUmE8F3m4JaWPMW1HO4zYEqejOhQJenYqPRsgaNdTw59XyeIJOLnQLNsYXC%0AqN4GhMu8ZiXjf8HVR%2Fs%3D%0A) ### How are they using Claude? @@ -46,9 +46,9 @@ This page includes the following analytics: - How agentic is their work? (beta) -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515896562/51c6c1c2d73f9873b4ba8e64e5d3/762c32a7-e6d6-4ef1-a6b6-33d638f5008c?expires=1784810700&signature=f40c959589c0653f9d3b1d5ce40ddcbfca182afa18d2841dbd9cb7fbef40f69a&req=diUmE8F3m4RZW%2FMW1HO4zQmHaEqD2YSYWdW5GUm%2B9K2PSPOAHRZnvEMCOR%2B4%0A6Q2iOrmEzOqFHWT4JBk%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515896562/51c6c1c2d73f9873b4ba8e64e5d3/762c32a7-e6d6-4ef1-a6b6-33d638f5008c?expires=1784827800&signature=6b554d6587b6118eed8d02dd8b9c7a40a7894221388b4d53031b7c742207341a&req=diUmE8F3m4RZW%2FMW1HO4zQmHaEqD2oOXWdW5GUm%2B9K3P%2FFrgN%2Bv26TrEWpp5%0AM%2B0s8VCXJ3lhYu6zoXI%3D%0A) -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515896563/abf008596ce5501297a609696362/fce5423c-4769-4b73-9a0a-c50f6407ebea?expires=1784810700&signature=53c2a175206b906df75de64cb05a772795ad0ae0d25f13ff05683ec87cabd828&req=diUmE8F3m4RZWvMW1HO4zR%2BIDoNmvPfwLS3kobW3ZgRb0ytVRNBf2CQ8H1Pj%0AfZc3GoQNAlKYoCjcYGo%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515896563/abf008596ce5501297a609696362/fce5423c-4769-4b73-9a0a-c50f6407ebea?expires=1784827800&signature=65091c2c814df195ea72cc59750528579b7962340f6e4caebe1fcb0443037c06&req=diUmE8F3m4RZWvMW1HO4zR%2BIDoNmv%2FD%2FLS3kobW3ZgQxbfFRMlmXo6qaNqMo%0A9zIQv3gwQS5mbG2Qdh0%3D%0A) ### What are the results? @@ -64,7 +64,7 @@ This page includes the following analytics: - Estimated time saved -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515896943/dd415f03afe56ca38308ef987f86/189e8ebc-5594-4f4b-bd84-e3c11c824d5b?expires=1784810700&signature=77f6ff5dc985b056f60743af769641577d76a90922c43dd180214f6197b67114&req=diUmE8F3m4hbWvMW1HO4zfJThCA3qNxBiovaLYNN7RkawMvbEwWKkLQNK%2BSi%0AOQo%2BO4Ww%2FQWj7pFNp7k%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515896943/dd415f03afe56ca38308ef987f86/189e8ebc-5594-4f4b-bd84-e3c11c824d5b?expires=1784827800&signature=869e49b467cecf4782d14c7f0a3014e04c9be7b8fff707219fa1ffce45f1cdfd&req=diUmE8F3m4hbWvMW1HO4zfJThCA3q9tOiovaLYNN7RnpLngEe9kFDJll9nHK%0A%2BAFbRYDfsj7eBX%2BouJA%3D%0A) ### How much is Claude costing? @@ -80,9 +80,9 @@ This section includes the following analytics: - Spend by model (month-to-date, quarter-to-date, year-to-date, 1 year) -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515896942/b403f2d216fc40b5195911020b8e/446b99f1-3187-4b79-b2be-9f17b1632ff8?expires=1784810700&signature=d0c72ce5ab8dfe14b3dde0a3e3fa1b8b8a03c8e2e976f227921d0d6b00e93a7d&req=diUmE8F3m4hbW%2FMW1HO4zYE%2BQ9oK7THaWbBLGZ4vBJVqRiGcMSv67h2LDMdj%0A7g0DHt3d1DjirlLhkUg%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515896942/b403f2d216fc40b5195911020b8e/446b99f1-3187-4b79-b2be-9f17b1632ff8?expires=1784827800&signature=7234b95436bc5748f1bc4d614df8b337252512b37cbc9478280870fb3409d759&req=diUmE8F3m4hbW%2FMW1HO4zYE%2BQ9oK7jbVWbBLGZ4vBJW3uLz%2FgaaP%2FgiXhCwn%0AzTsJlWXdPMKFWsmKgns%3D%0A) -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515896941/2239ce38639df339b24d5af1cb50/f829bc2a-ee52-4135-9b13-09ef1b7d66d6?expires=1784810700&signature=25c4d5852b464a5c20c2c63c21e9bf4d41a76a0628d78ab943e03d254eda52f2&req=diUmE8F3m4hbWPMW1HO4zTz0Nu4KJslXC%2BtvTPa1I7Hb6jseaUfhes9da%2F5g%0Au6jP4AcUZbIN953zrXg%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515896941/2239ce38639df339b24d5af1cb50/f829bc2a-ee52-4135-9b13-09ef1b7d66d6?expires=1784827800&signature=a3ef07ca51a6c63888f5686f9ab64e1228eed3067c185619292526d27ea13a2d&req=diUmE8F3m4hbWPMW1HO4zTz0Nu4KJc5YC%2BtvTPa1I7GTJK7E2qxwcMCisyHp%0AC97aSrKjXepGPpGrjSs%3D%0A) ## Export a spend report @@ -158,7 +158,7 @@ Navigate to **[Analytics > Claude Chat](https://claude.ai/analytics/usage)** to - Top members by chats -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515898793/405db0c492da11886c28a2b82731/71a55afc-1cef-4c50-b7e1-86775cb9a168?expires=1784810700&signature=73ec3d7a6e22332df5cdd60af24ac55308101ccd3b17571234ec2cacf926e3ed&req=diUmE8F3lYZWWvMW1HO4zbhc8fmUYOQmTcfMEUwBBiUhgakp%2BOMmxkjzNB2O%0AXJKDrSx0nEXxBFR4fik%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515898793/405db0c492da11886c28a2b82731/71a55afc-1cef-4c50-b7e1-86775cb9a168?expires=1784827800&signature=c6882a09fdf5cf2f5ad3e72c987730145c68afece21713d9255bda776a6392c0&req=diUmE8F3lYZWWvMW1HO4zbhc8fmUY%2BMpTcfMEUwBBiWtv8zN04Y2x4NBtoQG%0A18QC3eUswtAX%2BERVjBI%3D%0A) ### Projects @@ -170,7 +170,7 @@ Navigate to **[Analytics > Claude Chat](https://claude.ai/analytics/usage)** to - Top members by project usage -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515899610/91d93108f0767e795fb9e488e882/71607d6d-dff1-4a13-a445-aa1d79850eed?expires=1784810700&signature=612cb61a093bce65642f7f86cf651673125ebf55d319c93b0137bfb92d145da2&req=diUmE8F3lIdeWfMW1HO4zWhGoTiRmiOlExu5cYiHHN9EnG4zM49tQsla%2Bf7w%0AK%2Fy6jqmcQd1vPHnG1kM%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515899610/91d93108f0767e795fb9e488e882/71607d6d-dff1-4a13-a445-aa1d79850eed?expires=1784827800&signature=937ef05e8e28723f3b10b58d2a8d0807dadc6e521db61e0e7734eb1bbe9ec1df&req=diUmE8F3lIdeWfMW1HO4zWhGoTiRmSSqExu5cYiHHN%2FCIMkB4VmZdHCGk4n3%0AqzymFc8Ia09qPuQ8rQc%3D%0A) ### Artifacts @@ -180,7 +180,7 @@ Navigate to **[Analytics > Claude Chat](https://claude.ai/analytics/usage)** to - Top 10 users by artifacts generated (month-to-date, quarter-to-date, year-to-date, 1 year) -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515899838/33d737f2357d6e485704669962ae/43faadc3-47da-4a93-bbb7-47a7983e7441?expires=1784810700&signature=eed3e3a9e4cd151e256de9466337041fc0fd2f7f4cb8bd1b29458505c5d3147e&req=diUmE8F3lIlcUfMW1HO4zcSk4r7af%2B7HjHDogqK0V%2Bz%2Fam%2BfczI32QpT1voD%0AZqjyhMclBKsmFkhqLUY%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515899838/33d737f2357d6e485704669962ae/43faadc3-47da-4a93-bbb7-47a7983e7441?expires=1784827800&signature=68396291a4ac32a51198891b8d88d5840d8d2d34374da3c778a54de1cafe6f01&req=diUmE8F3lIlcUfMW1HO4zcSk4r7afOnIjHDogqK0V%2BzTlksaLYTCrANaAFht%0A%2FIrQZ9sGLhJpBMHOU4Y%3D%0A) --- @@ -262,7 +262,7 @@ Navigate to **[Analytics > Cowork](https://claude.ai/analytics/cowork)** to view - Daily, weekly, and monthly active Cowork users -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515901489/8005693d55b7fefbfe9233258d39/106c22a0-3f47-47a6-abbd-4788dd70f218?expires=1784810700&signature=f9865ae69de8027704c6be4af6d07d9672c187bb40cf0f336d73cd36e9138a68&req=diUmE8B%2BnIVXUPMW1HO4zX7WEoy5XEGvFSi1Z3SzLLtf2vkZTfzJ2nzeBuj1%0AT6VcdGoycq%2F6%2Fj0YpaA%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2515901489/8005693d55b7fefbfe9233258d39/106c22a0-3f47-47a6-abbd-4788dd70f218?expires=1784827800&signature=789e7d4c9ef744d156c283359ba5cef5652f3c9a2af8c418f0de20c0d989ff34&req=diUmE8B%2BnIVXUPMW1HO4zX7WEoy5X0agFSi1Z3SzLLsqSmOyVZ6crU5b8k6x%0AJZvHFrQi9ZIGOckMxO8%3D%0A) **Note:** Cowork analytics are available alongside Chat and Claude Code data in the **[Analytics API](https://platform.claude.com/docs/en/manage-claude/analytics-api)**. @@ -272,7 +272,7 @@ Navigate to **[Analytics > Cowork](https://claude.ai/analytics/cowork)** to view When your admin turns on individual usage analytics, any member of the organization can see their own usage broken down by product, model, and skill, along with where they stand against any spend limits set for them. Individual usage analytics are available in **[Settings > Usage](https://claude.ai/settings/usage)**. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2533906328/1f5cd0a57def40676410f8f379b4/member-usage-30d-model.png?expires=1784810700&signature=804a35ee35bec17a9e62439c57c47e1c18cd2c368f39b6476374f442c86f755c&req=diUkFcB%2Bm4JdUfMW1HO4zfveB6vNfevdWGUKUw6QS49XBHC1g%2F6CJDi6KsD9%0AjcwbnuqfK8L%2FtZh%2BhQM%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2533906328/1f5cd0a57def40676410f8f379b4/member-usage-30d-model.png?expires=1784827800&signature=b1085e0e1d3d7f7fca2d2770c2143a2d23877e4dc67356a078a25a70a859fa20&req=diUkFcB%2Bm4JdUfMW1HO4zfveB6vNfuzSWGUKUw6QS48xGS7HNEMMVD6zU%2BOZ%0Aa4kQfl6Hw24P5UqSAUg%3D%0A) --- diff --git a/content/support/12902446-claude-in-chrome-permissions-guide.md b/content/support/12902446-claude-in-chrome-permissions-guide.md index 296a951db..d705b1e85 100644 --- a/content/support/12902446-claude-in-chrome-permissions-guide.md +++ b/content/support/12902446-claude-in-chrome-permissions-guide.md @@ -22,7 +22,7 @@ Claude in Chrome uses a multi-layered permission system to give you control over Choose "Manually approve" to have Claude create a plan from your prompt, which you can approve and allow Claude to execute. The plan will specify which websites you’re allowing Claude to access, as well as the approach it will follow: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1843320727/8d1c859ae9b8e0cdb536d024bf40/9bc3d239-8eb6-4bae-a032-a236f88ee606?expires=1784810700&signature=fae23f5a55064ca05870d2639d2050d8ffcdc3c644a687cf3250c96ae7dd42e1&req=dSgjFcp8nYZdXvMW1HO4zYqyZcZF%2FYKwgN0ADj5oqFB2wV5ypWF4%2F7n4fTnm%0AwUCd%2F4IjiCIWmI1Vits%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1843320727/8d1c859ae9b8e0cdb536d024bf40/9bc3d239-8eb6-4bae-a032-a236f88ee606?expires=1784827800&signature=7c8816f2e89ae47866c2fe5813ebc34c1b2b69a5545e53e5449ed36c8eaafb0a&req=dSgjFcp8nYZdXvMW1HO4zYqyZcZF%2FoW%2FgN0ADj5oqFDDFR2JjNufedHC%2BLSK%0A7GEAyT1R06uvaPefUrE%3D%0A) Note that Claude will only use the websites listed in the plan, so you’ll need to manually approve any additional access requests. @@ -50,7 +50,7 @@ When you choose "Skip all approvals," Claude doesn't pause to ask, and nothing c There are some websites on which Claude requires approval for every action. If you navigate to one of these sites, a **Permission required** prompt will appear in the extension side panel, Claude Cowork, or Claude Code where Claude will ask for permission before accessing the page or taking any action. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1847222875/162eb012ebe473ed2b852b97e223/0209db51-6057-4ec4-a9b7-8358287d46a3?expires=1784810700&signature=4c1c982eaa0ed6e3c196ac963f097efece99656e0a9b1c496e50e4a198fe0019&req=dSgjEct8n4lYXPMW1HO4zeoCY8IjonR4JCxYSFHKWIhHECyUc5%2FSfHjIfQp4%0AN%2BvH58B9s7YJ2zyiJp4%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1847222875/162eb012ebe473ed2b852b97e223/0209db51-6057-4ec4-a9b7-8358287d46a3?expires=1784827800&signature=d96eeaa1e7692f744d12bb2dfc98300090743b965f874718a9d56c8bca7e8ecb&req=dSgjEct8n4lYXPMW1HO4zeoCY8IjoXN3JCxYSFHKWIi6buPg99cjPGwu4M23%0AF%2Fm02pjh2Jg%2FraEyYVE%3D%0A) ### Permission options diff --git a/content/support/12997503-team-plan-billing-faqs.md b/content/support/12997503-team-plan-billing-faqs.md index 086fcd410..fb7aede08 100644 --- a/content/support/12997503-team-plan-billing-faqs.md +++ b/content/support/12997503-team-plan-billing-faqs.md @@ -18,7 +18,7 @@ Your organization's billing address determines where your invoices are sent. You If you want to use a name other than the one tied to your payment method, an organization Owner should check the "Use a different name on invoices" box when adding or updating your payment method in **[Organization settings > Billing](https://claude.ai/admin-settings/billing)**: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1922145253/f2e3d4e0fe43a2ea07e89244764c/image.png?expires=1784810700&signature=6ad503f92c0ab4553ebf99c5d06cb6ec2792660126546e0a8b6ade9e2d4b3719&req=dSklFMh6mINaWvMW1HO4zRZTxF7JusvUKAqLF4ERnlXBRgBrXgKq8ZVXvH%2FU%0ATZ9eF7veEPdsdgE5eWA%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1922145253/f2e3d4e0fe43a2ea07e89244764c/image.png?expires=1784827800&signature=2e88dec7827972133848f0e2380cd6bd23ed1fa94b1e5eae94310c135d2f4dfe&req=dSklFMh6mINaWvMW1HO4zRZTxF7JuczbKAqLF4ERnlUpwwCxpYo9sMXe%2F10Q%0Abj2M1jEzyDSMJAniYjI%3D%0A) ## When will I be billed? diff --git a/content/support/13132885-set-up-single-sign-on-sso.md b/content/support/13132885-set-up-single-sign-on-sso.md index 17443c8bb..fd5fdcc7d 100644 --- a/content/support/13132885-set-up-single-sign-on-sso.md +++ b/content/support/13132885-set-up-single-sign-on-sso.md @@ -42,7 +42,7 @@ You can verify multiple domains for a single organization, but all domains must 3. Enter the domain(s) you want to verify in the **Update organization email domains** modal and click the “+” button: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2498843282/561d5ceb1c3a5df75bdfee8bfc3f/d2491145-362d-490b-bdcf-66a0a7656ddc?expires=1784810700&signature=830118e55b883623c844fff570cefaf531975211e6af3b7422c120a2f0a8e50e&req=diQuHsF6noNXW%2FMW1HO4zSdmHngx%2B8SLe3H0OpmIzWE7u%2Bf6T%2FVg98FYX70M%0AoZQQ%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2498843282/561d5ceb1c3a5df75bdfee8bfc3f/d2491145-362d-490b-bdcf-66a0a7656ddc?expires=1784827800&signature=42e05a8a777f33ef4e27e3a1f74adeecb23c1b511daf6c874ea9e78f1815d081&req=diQuHsF6noNXW%2FMW1HO4zSdmHngx%2BMOEe3H0OpmIzWEiSFJ76VdtwZXPJDj5%0Ai96z%0A) 4. Click “Save” when you’re finished adding domains. @@ -50,7 +50,7 @@ You can verify multiple domains for a single organization, but all domains must 6. Enter your domain in the text box and click “Continue”: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2047042630/0617a562cd28a7ff0e607d66a30b/6bd08e1d-2b65-40ab-bc79-a257153854c1?expires=1784810700&signature=1ef4e3d213979992cd7eb013e0c12a324014990cdb218891b3f27c4d5773517b&req=diAjEcl6n4dcWfMW1HO4zWHctRmfltGtyoyXAW0OlXpr9de2hyEfSBvAw0m4%0Af7rn%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2047042630/0617a562cd28a7ff0e607d66a30b/6bd08e1d-2b65-40ab-bc79-a257153854c1?expires=1784827800&signature=af264124a29b2cf163f6fe221be9cafbfd1690fd0d71833051ac8bcc7165f4c2&req=diAjEcl6n4dcWfMW1HO4zWHctRmfldaiyoyXAW0OlXrSS9YtsPFABX19Rbw4%0As202%0A) 7. The setup screen displays a TXT record. **Copy the full Value using the copy button**—it begins with `anthropic-domain-verification-` and is longer than what's visible in the box. In your DNS provider, add a TXT record with **Host/Name** set to `@` (the root of your domain) and **Value** set to the copied string. Add it alongside any existing TXT records; don't replace them. The value is case-sensitive, so paste it exactly. @@ -76,7 +76,7 @@ Clicking "Refresh" re-checks your DNS; it won't show Verified until the publishe If the record is correct and propagated but the status still shows Pending, contact Support. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2047044496/b8df54a0331784cc9ae8f00112aa/bf9609c1-dc93-4665-a066-4cae2fe4b002?expires=1784810700&signature=1adc90a847ceb11f72d6d6d168b86472595c12e84bf4457428826623460fd0b1&req=diAjEcl6mYVWX%2FMW1HO4zVjmWS0IbnS%2BPM2D8ZcdgrhTs4P%2F8hM7qtZSwdqv%0AEKt35JxfVyZSe6tBS64%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2047044496/b8df54a0331784cc9ae8f00112aa/bf9609c1-dc93-4665-a066-4cae2fe4b002?expires=1784827800&signature=6e632477c21709de17ca6d6ad382b70c56af02f4f2a029430dadf2bcc4448176&req=diAjEcl6mYVWX%2FMW1HO4zVjmWS0IbXOxPM2D8ZcdgrjfkcYq7LRXgZ%2FNbGmv%0APlEw3YanptXca9sgtV4%3D%0A) **Note:** Once your domain is verified, you'll see a **Restrict organization creation** toggle under **Security** on the Organization and access organization settings page. Enable this if you want to prevent users from creating new Claude or Console organizations—including personal accounts—using your verified domains. @@ -116,7 +116,7 @@ For IdP-specific setup instructions, see: You can now choose to toggle on **Require SSO for Console** and/or **Require SSO for Claude,** on the **Organization and access** page, under the **Authentication** section: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2312690200/bd2403586d4f6651ccd79e2a45af/b9f8d7ce-0def-49d9-bfb2-3a14352d7214?expires=1784810700&signature=a92b8f14aeb1e7b46b4649390969cad0efa761cb2c2c01b1bf7a297fb413670d&req=diMmFM93nYNfWfMW1HO4zdAICwupA3wNItXtKivx6ZFyzX%2BcO7TR%2BYLll36J%0AzAbAQeH1T7sW8KsLhXI%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2312690200/bd2403586d4f6651ccd79e2a45af/b9f8d7ce-0def-49d9-bfb2-3a14352d7214?expires=1784827800&signature=4ffcba124ba04478bfa557f207129a22859f9b58d7fb6680fedcc473aec94658&req=diMmFM93nYNfWfMW1HO4zdAICwupAHsCItXtKivx6ZF2dTzXgpfSCmXt%2Bz2n%0AANRaGngdQk4yFbltoXg%3D%0A) When SSO is required, users must use the “Continue with SSO” option to log in to their Claude/Console accounts. When SSO is not required, they will have the option to choose “Continue with SSO” or “Continue with email.” diff --git a/content/support/13133195-set-up-jit-or-scim-provisioning.md b/content/support/13133195-set-up-jit-or-scim-provisioning.md index bedcca86d..d1828b0b1 100644 --- a/content/support/13133195-set-up-jit-or-scim-provisioning.md +++ b/content/support/13133195-set-up-jit-or-scim-provisioning.md @@ -34,7 +34,7 @@ Use this table to help decide which provisioning mode is right for your organiza Both JIT and SCIM can be combined with **Enable group mappings** to control role or seat tier assignment based on IdP group membership. If you select either of these options for your provisioning mode, **Enable group mappings** will appear within the **User provisioning** section: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2312706099/35d5d3ec149880a96bb7acec59f6/a4cfce55-86bf-40b0-b455-c8f412d48e9e?expires=1784810700&signature=1e75086f618dee59b89ef0bdc815d057ac0df0e7ef7709fcb96ee65e641d12f0&req=diMmFM5%2Bm4FWUPMW1HO4zXBDQ69cDFpxxFMG%2BIEvQScavbJnmjdtS6sy6gmU%0AO7jJb7ydWuEgFcBz01A%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2312706099/35d5d3ec149880a96bb7acec59f6/a4cfce55-86bf-40b0-b455-c8f412d48e9e?expires=1784827800&signature=6df635b7ff2b500de7d7daa8afed46c0fed425587a2c03ecf73b7628f8152362&req=diMmFM5%2Bm4FWUPMW1HO4zXBDQ69cD11%2BxFMG%2BIEvQSekrUEmzQYG90gAZFKy%0AX%2BYdrwhq%2Fd4NtlvOSdM%3D%0A) ### Available roles and seat tiers @@ -118,7 +118,7 @@ Once your IdP is connected, continue to Step 3. 4. Toggle **Enable group mappings** on (if it’s not already): -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2312714635/b57870b51e6511c8293637bceee2/da1ceabc-b6bc-451b-9cda-24ff6aa90d02?expires=1784810700&signature=114f5ef36adda1a39df4d146db02ff6f3727854469f9ad3597707afb5d820d28&req=diMmFM5%2FmYdcXPMW1HO4zeBEbsHQlvpPyb72rapuHpP%2FOMHLOAmzmwdSo4Tl%0AVHYd%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2312714635/b57870b51e6511c8293637bceee2/da1ceabc-b6bc-451b-9cda-24ff6aa90d02?expires=1784827800&signature=df730b57478349b00bbccf5be1d0c53273d5ad4905b4dde90460d1b44f077e57&req=diMmFM5%2FmYdcXPMW1HO4zeBEbsHQlf1Ayb72rapuHpOofEWKc9xvuhNw2fSn%0Axv1i%0A) 5. In the **Enable group mappings** section, click “Add” next to each role and select the corresponding group from your IdP in the dropdown. @@ -170,7 +170,7 @@ Verify you have enough seats purchased and available to add members to your org. 4. **For SCIM:** Click "Sync" to prompt an immediate sync, or wait for the automatic sync cycle: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2312717421/c97fce49ad17d4660880a05fbaaf/59fbfa2a-1072-4662-8ca5-102970d5a795?expires=1784810700&signature=fffb768ef42008c77c820c9c61ba45e485b59f44862754c184bba1b2b1b71c9e&req=diMmFM5%2FmoVdWPMW1HO4zZ9La1mlGMrF5hujYvMis4fC8D1PE0F3oyzDU8zW%0ArSfi%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2312717421/c97fce49ad17d4660880a05fbaaf/59fbfa2a-1072-4662-8ca5-102970d5a795?expires=1784827800&signature=b4c9ced2f1d5274125293af20ffac838c4757017ca683155982d2ee9c8443dd8&req=diMmFM5%2FmoVdWPMW1HO4zZ9La1mlG83K5hujYvMis4dbR8GjyX01QMDNV5a4%0AbG4P%0A) ### I lost Admin/Owner access after enabling group mappings diff --git a/content/support/13163631-configuring-session-security-settings.md b/content/support/13163631-configuring-session-security-settings.md index 6dc16ca52..1049dbc6e 100644 --- a/content/support/13163631-configuring-session-security-settings.md +++ b/content/support/13163631-configuring-session-security-settings.md @@ -18,7 +18,7 @@ Session duration controls allow Enterprise and Console Admins to set a maximum s 5. Confirm your selection by clicking “Enable.” -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1888469436/1725e63ea1a2615948faecf4ec73/9bd276a1-7329-414d-87a1-d04dac93fff7?expires=1784810700&signature=155c5357c5d926a1e44ec83c13e665e4f86914639dba177dd31eb850865ba42e&req=dSgvHs14lIVcX%2FMW1HO4zQNx6%2BYvQlpXg%2F6XaftFnjwWwQw%2FtBr%2BYij8add4%0AYdMQZrR3GQjwb47P%2FwU%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1888469436/1725e63ea1a2615948faecf4ec73/9bd276a1-7329-414d-87a1-d04dac93fff7?expires=1784827800&signature=be4ad1dec5fc84841b0fcde91d75a1ef3a9dec1fb0e2f7d9ecf3258123c760bf&req=dSgvHs14lIVcX%2FMW1HO4zQNx6%2BYvQV1Yg%2F6XaftFnjyHcSrVql0jq62Ap3%2FG%0Aixi%2Bq9%2F0NKptVFdEHs4%3D%0A) ### For Console Admins @@ -32,7 +32,7 @@ Session duration controls allow Enterprise and Console Admins to set a maximum s 5. Confirm your selection by clicking “Enable.” -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1888469435/7a766bbe02e61c7d8f05deb5b8f0/b0bda400-47c6-43dd-9907-131ebe180b36?expires=1784810700&signature=8e65b047365b317fae3891eb8ab8544d55da2ed67f57df14e691f6d9635fcd6f&req=dSgvHs14lIVcXPMW1HO4zWzx2L0%2BJn8mXZ5D7eVpMtd6GsocrmGL1xRmf63h%0AxqjHTLcMzKaLzvoqQ70%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1888469435/7a766bbe02e61c7d8f05deb5b8f0/b0bda400-47c6-43dd-9907-131ebe180b36?expires=1784827800&signature=fe5dc56b908b1dc26867448eae781890ed731a4c3232e1d52a9d0562bbf64e96&req=dSgvHs14lIVcXPMW1HO4zWzx2L0%2BJXgpXZ5D7eVpMtd5MqBe0HtRiVTmXHJU%0ADkm1LPAT7e1xrTjMf2Y%3D%0A) ### What happens after enabling shortened session length? @@ -50,7 +50,7 @@ You can change the session duration at any time by selecting a new value from th - Sessions scheduled to expire beyond the new duration will have their expiration shortened accordingly. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1888469437/46ac5bc55484ca01556d87a5ade7/b01a7651-ad65-4b32-93ff-16dbc9ca97c0?expires=1784810700&signature=9c7657d1c523516b18d6d12684d68a0791be3752b2427eebe506c15b20737936&req=dSgvHs14lIVcXvMW1HO4zZ7mWsyT5jmkA00cbyPOLDXFz91ws4ytiwVg47IS%0AAcTqN%2FVS7eBn4WNbYX8%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1888469437/46ac5bc55484ca01556d87a5ade7/b01a7651-ad65-4b32-93ff-16dbc9ca97c0?expires=1784827800&signature=e33e432828d8cc4704bfd2ff223d01d1eceaa468f7dc1c329acf6fcdf8eece8d&req=dSgvHs14lIVcXvMW1HO4zZ7mWsyT5T6rA00cbyPOLDVBMXASLNP7%2F0w%2B1UMl%0AvF7JXSarizmAaN4GzmE%3D%0A) ## Disabling session length settings diff --git a/content/support/13189465-log-in-to-your-claude-account.md b/content/support/13189465-log-in-to-your-claude-account.md index 0f1a4038d..e3aad7d5e 100644 --- a/content/support/13189465-log-in-to-your-claude-account.md +++ b/content/support/13189465-log-in-to-your-claude-account.md @@ -2,7 +2,7 @@ When you open Claude on a web browser ([claude.ai](http://claude.ai)), the desktop app, or a mobile app, you will see two different options for logging in to your Claude account. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1893216804/f2209c3ec6cf4fc2e803d13bbc9d/40520c9e-ff82-4a7c-adca-5a064fe18d8c?expires=1784810700&signature=88665fb6c2118cfc9fa003bc11952ee5665727b1d410c85194a17cbdd9be0797&req=dSguFct%2Fm4lfXfMW1HO4zXg5BoaE4hKzzWhrqpWiTMmIa9NXH5EmnO12HNMf%0AtR91pWQFwMq7GmiH8no%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1893216804/f2209c3ec6cf4fc2e803d13bbc9d/40520c9e-ff82-4a7c-adca-5a064fe18d8c?expires=1784827800&signature=160822279e58eebae3d491abd29bfc4b87af219029fe00d0a6ea16e326c7c190&req=dSguFct%2Fm4lfXfMW1HO4zXg5BoaE4RW8zWhrqpWiTMlkZ8VK1r1JqB%2FnK14O%0AAy5pMNXI%2BdxJXU1QSTs%3D%0A) ## Continue with Google diff --git a/content/support/13325567-account-management-faqs.md b/content/support/13325567-account-management-faqs.md index 64c95d62d..f58859523 100644 --- a/content/support/13325567-account-management-faqs.md +++ b/content/support/13325567-account-management-faqs.md @@ -44,6 +44,6 @@ The email domain that was used to create your Team or Enterprise plan organizati Owners can remove domains by opening up the same modal and clicking the trash can icon to the right of the domain: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2053873852/1cbccea3b7067e03205f2ff8546b/CleanShot+2026-02-11+at+11_16_07%402x.png?expires=1784810700&signature=7f434e017ded1a5e849b0398ad04884955b53349d2c69ebf891c3a3188c7d899&req=diAiFcF5nolaW%2FMW1HO4zUrhFu%2BQaAgdkeFUnrkrQZhq9mpBUWvbjgquGe5W%0A4%2B62PHx61WfvX46pjNw%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2053873852/1cbccea3b7067e03205f2ff8546b/CleanShot+2026-02-11+at+11_16_07%402x.png?expires=1784827800&signature=b943644b004ca999b931c56c507571068d86b7b6805e001fbe10124e2079d8e8&req=diAiFcF5nolaW%2FMW1HO4zUrhFu%2BQaw8SkeFUnrkrQZinLuejMidTg%2FcZJEo%2B%0AXHmk%2B9UAfENnAVWhWpI%3D%0A) While the account creator must use a business email address, you can add public domains like @gmail.com, @yahoo.com, and @hotmail.com as allowed domains for other members of your organization. \ No newline at end of file diff --git a/content/support/13345190-get-started-with-claude-cowork.md b/content/support/13345190-get-started-with-claude-cowork.md index f590242fa..4a88cc820 100644 --- a/content/support/13345190-get-started-with-claude-cowork.md +++ b/content/support/13345190-get-started-with-claude-cowork.md @@ -176,7 +176,7 @@ To set global instructions: 3. Type your instructions in the text box and click "Save": -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2525926874/15324ac4155d7802272e8bdef04b/ec66cd09-a4db-4f1d-8f30-226c9d126333?expires=1784810700&signature=3be0acbc824d8dc76e9b7096c91d40c806677e4ede27b8c274ba21a303a02c0f&req=diUlE8B8m4lYXfMW1HO4zcDl6tzkN1G38iWjaktE9436J5nQ6cBB8Om2VGAQ%0AnATw5IhxGKwxhILf954%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2525926874/15324ac4155d7802272e8bdef04b/ec66cd09-a4db-4f1d-8f30-226c9d126333?expires=1784827800&signature=9a279c076f3768dde2377dd5a6440ac24f3c87edc2b48243b1ae6557ff2c6d36&req=diUlE8B8m4lYXfMW1HO4zcDl6tzkNFa48iWjaktE940kP2gtWkKipn%2F6H4NP%0AYoBkGCX4DYTOz6V%2F47c%3D%0A) ### Folder instructions diff --git a/content/support/13346458-customizing-your-console-appearance-settings.md b/content/support/13346458-customizing-your-console-appearance-settings.md index cd4c40ddc..94e7888f7 100644 --- a/content/support/13346458-customizing-your-console-appearance-settings.md +++ b/content/support/13346458-customizing-your-console-appearance-settings.md @@ -8,4 +8,4 @@ 3. Select from Light, System, or Dark under **Color mode**. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1922579101/ede30d38dca693c59f9c15d79e69/CleanShot+2026-01-08+at+15_45_20%402x.png?expires=1784810700&signature=94afb1c8f18bc3f1e24a4923ca71a5a6610332f23859f111fe874476c8be096b&req=dSklFMx5lIBfWPMW1HO4zRpFC8wMTBJxO9Kw38RlAYKUsCB%2FrEj%2BdHcqhWSI%0AYu8XrR67AX0s%2B7kQNFY%3D%0A) \ No newline at end of file +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1922579101/ede30d38dca693c59f9c15d79e69/CleanShot+2026-01-08+at+15_45_20%402x.png?expires=1784827800&signature=3fbeaf20a0f72b5287a8b98b6f1904d7a1ec2eb2375250c30e93258e7c3b0001&req=dSklFMx5lIBfWPMW1HO4zRpFC8wMTxV%2BO9Kw38RlAYLqfxjl4GklA1VTwEV3%0Asiszeit28NDvBC%2Ff%2Ft4%3D%0A) \ No newline at end of file diff --git a/content/support/13371040-logging-in-to-your-console-account.md b/content/support/13371040-logging-in-to-your-console-account.md index 7e9034934..1c983eceb 100644 --- a/content/support/13371040-logging-in-to-your-console-account.md +++ b/content/support/13371040-logging-in-to-your-console-account.md @@ -2,7 +2,7 @@ When you navigate to the [Claude Console](https://platform.claude.com), you will see two different options for logging in to your Console account. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1935026646/d90d1613a3dbe763fef5abb96e3c/image.png?expires=1784810700&signature=548af956e6ba9527735c8f38760d5691fba9e7c8f7499fe09d769d5c4bdcdd1b&req=dSkkE8l8m4dbX%2FMW1HO4zcrI543koYAK8vUNcPt4%2B73gBEtOIN9AgDufDZch%0AhLBiTYpCnZBooaOjaVQ%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1935026646/d90d1613a3dbe763fef5abb96e3c/image.png?expires=1784827800&signature=7336175d766dd504bbd0953dadeb0b90ed47b76841d0a3ee59092a29ee304984&req=dSkkE8l8m4dbX%2FMW1HO4zcrI543koocF8vUNcPt4%2B73N5pIDFqOWDxWRiqdG%0Abv3j5iY2GSMhkY3SFy0%3D%0A) ## Continue with Google diff --git a/content/support/13641943-visual-and-interactive-content.md b/content/support/13641943-visual-and-interactive-content.md index fbdea122d..b64a25336 100644 --- a/content/support/13641943-visual-and-interactive-content.md +++ b/content/support/13641943-visual-and-interactive-content.md @@ -18,7 +18,7 @@ Claude can show current weather conditions and forecasts when you ask about the Claude automatically displays temperatures in Fahrenheit for US locations and Celsius for everywhere else. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2040544927/3a9c695b24df387ecdd766ad308c/8be9f393-dcb0-4ff8-89e8-5fa47bedaa38?expires=1784810700&signature=c6e132d4e0e54712fafd6fe3ea10837691be0ccea71e0926a23c282a02d370fd&req=diAjFsx6mYhdXvMW1HO4zXlB7Tqy1BiPdgndksVD5R3HJ8Vf6%2BWcE9KvITN2%0AlVdDOqs%2FoJ2SkSNNB%2Bw%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2040544927/3a9c695b24df387ecdd766ad308c/8be9f393-dcb0-4ff8-89e8-5fa47bedaa38?expires=1784827800&signature=7acfd398d3e4465774fcc7db72a99eea1dac029bb06feae1edd78f1f3cf3ddd3&req=diAjFsx6mYhdXvMW1HO4zXlB7Tqy1x%2BAdgndksVD5R27w4gHXhw%2Ba9epzdfm%0AacrieZS1vPu7YIWyDh8%3D%0A) Weather is powered by Google Maps (). @@ -28,7 +28,7 @@ When you ask about recipes, Claude can display formatted recipe cards that are e **Note:** Visual recipe cards are available on web and desktop only. On mobile, Claude provides recipe information as text in the conversation. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2040544929/12f4c51eda7779d65d3ea2c7ab16/d0f4a314-cff8-421a-b401-10c2bf50374e?expires=1784810700&signature=7704ce74ad291ecda66de3a2f7c77ac276ebfa754393f8bf1ef0e9a4fdaf09d2&req=diAjFsx6mYhdUPMW1HO4zUQpe7Qd01SQrIPm%2FImZVg2PcC9FLnX0cfeoZ%2F3u%0AcMzRjiisapA2jqYkFvg%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2040544929/12f4c51eda7779d65d3ea2c7ab16/d0f4a314-cff8-421a-b401-10c2bf50374e?expires=1784827800&signature=7ed7f535dad9fe3198485d375e6e9b3764e7755e5fe9f1455000bb2a6bfcf993&req=diAjFsx6mYhdUPMW1HO4zUQpe7Qd0FOfrIPm%2FImZVg3XZ18a0CcvNEx2M7fx%0AfedAqG25jDmXYNEilN8%3D%0A) ### Custom visuals @@ -76,7 +76,7 @@ For example, if you ask Claude to help you plan a trip, it might ask you to: This content appears at the bottom of the chat. You can still type a response if you prefer. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2040544930/9ad066e137d11e4b559b0217e12d/9bf30d2d-1715-42b3-9da5-2a9298f41f08?expires=1784810700&signature=e8baca4aea4255bab2ab48079c188325c25827fe7f50d8afd2dd5817e25d07d3&req=diAjFsx6mYhcWfMW1HO4zWmF5%2FG2aB6lx4wz0C7CTAK65yfJJIzEgSF6fHPj%0A9JjHcv8BFQylxCgUv5g%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2040544930/9ad066e137d11e4b559b0217e12d/9bf30d2d-1715-42b3-9da5-2a9298f41f08?expires=1784827800&signature=9c1b8e7260b5e5adcce47b6dc813dacf5eb21e09468862f6eaadb7a5879a465d&req=diAjFsx6mYhcWfMW1HO4zWmF5%2FG2axmqx4wz0C7CTAIiy%2FD6LRbJpboQHVnP%0AdC1XmbjCVnTouUh7pmo%3D%0A) --- diff --git a/content/support/13756069-public-sector-faqs.md b/content/support/13756069-public-sector-faqs.md index 9f085a235..3e4f2205a 100644 --- a/content/support/13756069-public-sector-faqs.md +++ b/content/support/13756069-public-sector-faqs.md @@ -6,7 +6,7 @@ Select your product based on both your technical/functional requirements, and also your compliance/security/deployment environment requirements. Here is a list of options: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2197717161/79965a24090029e9e58c727c3c24/pubsec-product-matrix_png+%281%29.jpg?expires=1784810700&signature=6d0040817a15fce7519f71204af2774e98dd1112496da84b3c911032b8090d2d&req=diEuEc5%2FmoBZWPMW1HO4zU94Ll0tHN032WxtU42UVC3b%2FVz1o31aDA4JRAAU%0Ap3YVjCY5a1X1fqFmtUY%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2197717161/79965a24090029e9e58c727c3c24/pubsec-product-matrix_png+%281%29.jpg?expires=1784827800&signature=b90d4a99eeb39b5f0c9f26c5123eb09d638812335a4f48480d4645d855086781&req=diEuEc5%2FmoBZWPMW1HO4zU94Ll0tH9o42WxtU42UVC3bbG6I0vvVLyX0aT%2Bk%0AbNgVNmjIHPcIkLFzlTs%3D%0A) ### What is Claude for Government (C4G)? diff --git a/content/support/13799932-manage-groups-and-group-spend-limits-on-enterprise-plans.md b/content/support/13799932-manage-groups-and-group-spend-limits-on-enterprise-plans.md index 5b768c749..a2e90bfd7 100644 --- a/content/support/13799932-manage-groups-and-group-spend-limits-on-enterprise-plans.md +++ b/content/support/13799932-manage-groups-and-group-spend-limits-on-enterprise-plans.md @@ -1,6 +1,6 @@ # Manage groups and group spend limits on Enterprise plans -Groups and group spend limits are available for Enterprise plan organizations. Owners, Primary Owners, and custom roles with the **Identity & Access** permission set to "Can manage" can go to **[Organization settings > Groups](http://claude.ai/admin-settings/groups)** to manage groups. Owners, Primary Owners, and custom roles with the **Billing** permission set to "Can manage" can go to **[Organization settings > Usage](https://claude.ai/admin-settings/usage)** to manage group spend limits. +Groups and group spend limits are available for Enterprise plan organizations. Owners, Primary Owners, and custom roles with the **Identity & Access** permission set to "Can manage" can go to **[Organization settings > Groups](http://claude.ai/admin-settings/groups)** to manage groups. Owners, Primary Owners, and custom roles with the **Billing** permission set to "Can manage" can go to **[Organization settings > Usage](https://claude.ai/admin-settings/usage)** to manage group spend limits. Group visibility settings are currently in beta. ## What are groups? @@ -10,7 +10,9 @@ Groups let you organize members into logical collections—by team, department, - **Control member access through group memberships and custom roles**, so their capabilities and permissions are determined entirely by the groups they belong to. For additional details, see **[Manage custom roles on Enterprise plans](https://support.claude.com/en/articles/13930452-manage-custom-roles-on-enterprise-plans)**. -Groups can be created manually or synced automatically from your identity provider via SCIM. Each organization can have up to 100 groups. +- **Let members share projects with a group**, so a project shared with the group is available to everyone in it, and access follows membership as it changes. For details, see[**Manage project visibility and sharing**](https://support.claude.com/en/articles/9519189-manage-project-visibility-and-sharing). + +Groups can be created manually or synced automatically from your identity provider via SCIM. Each organization can have up to 100 groups. There's no limit on how many groups a member can belong to, though belonging to more than 250 can slow performance. In addition to spend limits, Enterprise admins can use groups to control plugin access in Cowork. Each plugin in your organization's marketplace can have group-level overrides that determine whether it's available, pre-installed, required, or hidden for members of a specific group. For details, see **[Manage Cowork plugins for your organization](https://support.claude.com/en/articles/13837433-manage-cowork-plugins-for-your-organization)**. @@ -20,27 +22,33 @@ In addition to spend limits, Enterprise admins can use groups to control plugin 1. Navigate to **[Organization settings > Groups](http://claude.ai/admin-settings/groups)**. -2. Click the "Add group" button. +2. Click "Add group." + +3. Enter a **Group name**. -3. Enter a name for the group in the **Create a group** modal. +4. Optionally enter a **Display name**. The display name replaces the group name on in-product surfaces, like the project sharing picker. Leave it blank to use the group name. -4. Select which custom roles to assign to this group (optional). +5. Select which custom roles to assign to this group (optional). -5. Search for and add members to the group. +6. Under **Visibility settings**, choose who can discover the group, share resources like projects with it, and see its members (optional). -6. Click "Add group” and your group will appear in the list. +7. Search for and add members, or click "Add all members" to add everyone in your organization. + +8. Click "Add group." **Note:** If SCIM directory sync is enabled, you’ll see a “SCIM Sync” button next to "Add group." Clicking this will manually refresh groups from your identity provider. ## Edit a group -Click any group in the list to open its edit form. You can change the name, update custom role assignments, and add or remove members. +Click any group in the list to open its edit form. You can change the group name and display name, update custom role assignments, change visibility settings, and add or remove members. + +To change settings for several groups at once, select them with the checkboxes in the groups list, then click the "Edit settings" button that appears. **Note:** Groups synced from your identity provider via SCIM can't be renamed or deleted in Claude, and their members are managed in your identity provider. ## Delete a group -Click the menu button to the right of any group and select "Delete." Deleting a group doesn't affect the custom roles that were assigned to it and doesn't remove any members from your organization. +Click the menu button to the right of any group and select "Delete." Deleting a group doesn't affect the custom roles that were assigned to it and doesn't remove any members from your organization. Deleting a group also removes its access to any projects shared with it. Members lose access to those projects unless they have access another way. --- @@ -52,6 +60,46 @@ SCIM groups support custom role assignments and spend limits the same way as man To manually trigger a sync, click “SCIM Sync." +**Note:** Claude supports direct group memberships only. If your identity provider nests groups inside other groups, those relationships are ignored when memberships are pushed via SCIM, and only direct members appear in Claude. Some providers flatten nested memberships before pushing them, which makes members of child groups appear as direct members. Check your provider's SCIM behavior to confirm. + +--- + +## Group visibility + +Group visibility settings are currently in beta. + +By default, groups appear only on admin surfaces. Visibility settings let you make a group discoverable to members so they can share resources (like projects) with it. You set them in the **Visibility settings** section when creating or editing a group. + +There are three settings: + +- **Discover this group:** Members can find the group by name. This doesn't expose group members, spend limits, or role assignments. + +- **Share projects with this group:** Members can share resources, such as projects, with the group. + +- **See group members:** Members can see who belongs to the group, by name and email address. + +For each setting, select **Group members** to grant it to members of that group, or **Everyone** to grant it to everyone in your organization. Leave both unchecked to keep the setting off. + +Visibility settings don't affect admin access. Owners, Primary Owners, and custom roles with **Identity & Access** access always see every group. + +The **Visibility** column in the groups list shows each group's current state. New visibility settings can take a few minutes to appear in-app. + +**Important:** Visibility settings are configured per organization. Groups, group membership, and SCIM sync are managed at the parent organization level and shared across child organizations, but visibility settings aren't. An admin changing visibility settings in one organization doesn't affect any other organization. + +### Remove a group's access to shared projects + +Turning off **Share projects with this group** blocks new shares. It doesn't revoke projects already shared with the group. To revoke those: + +1. Open the group's edit form. + +2. Under **Visibility settings**, select "Remove this group's access to all [number] projects." + +3. Save the group. + +This revokes existing shares only. It doesn't block future sharing, so turn off **Share projects with this group** as well if you want both. + +**Note:** Removing a group's access runs in the background. For groups with more than 1000 shared projects, it can take several minutes or longer. + --- ## Control member access with custom roles diff --git a/content/support/13837433-manage-plugins-for-your-organization.md b/content/support/13837433-manage-plugins-for-your-organization.md index bd4238b25..16bec3d08 100644 --- a/content/support/13837433-manage-plugins-for-your-organization.md +++ b/content/support/13837433-manage-plugins-for-your-organization.md @@ -106,7 +106,7 @@ Your personal GitHub token is verified to confirm you have access, then Cowork u An initial sync runs automatically when you connect a repository. After that, organization owners can opt-in to continued automatic updates per marketplace by going to **[Organization settings > Plugins](https://claude.ai/admin-settings/plugins)**, clicking the menu button in the upper right corner of the marketplace, then toggling "Sync automatically" on: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2193200015/a239033a9ab19fbd39f1a0d9edce/CleanShot+2026-03-23+at+11_41_31%402x.png?expires=1784810700&signature=5d469728cd2a705a351a3d3211c984a5b692157f47864fb044b00a8ffb6ac13d&req=diEuFct%2BnYFeXPMW1HO4zUYv5tnxwH8TRDH%2FtUo5ov6928PFtE82zLEZFZXJ%0ANm6sYkaUclIw8gVcLkc%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2193200015/a239033a9ab19fbd39f1a0d9edce/CleanShot+2026-03-23+at+11_41_31%402x.png?expires=1784827800&signature=5fe78a2d5bc0db20e9e279a4f5867663656553264e932f32e7b359772a249693&req=diEuFct%2BnYFeXPMW1HO4zUYv5tnxw3gcRDH%2FtUo5ov4jBI7WXYPTkCXxh9iS%0AS6xRWA8G3o3RHE%2BG8Vw%3D%0A) Enabling automatic sync creates a webhook on the connected repository. The person turning the toggle on must have admin-level access to that repository on GitHub. This is checked through their personal GitHub connection, which is separate from the Claude GitHub App installation. Without admin access, the page shows "Cannot access repository. Ensure the repository exists and the Claude GitHub App is installed," even when the App is installed correctly and manual updates work. diff --git a/content/support/13837440-use-plugins-in-claude.md b/content/support/13837440-use-plugins-in-claude.md index b09e01fb1..8e39c3892 100644 --- a/content/support/13837440-use-plugins-in-claude.md +++ b/content/support/13837440-use-plugins-in-claude.md @@ -40,7 +40,7 @@ In Cowork, open the "Cowork" tab first, then open **Customize**. You can also upload a custom plugin file if you built one yourself or received one from a colleague. On Claude Desktop and in Cowork, plugins you add yourself are saved locally to your computer. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2100409211/fc01614dde1a616fa31ffaa9cb04/47bacf5b-a810-45b5-a468-9769f1a58ef8?expires=1784810700&signature=0e80de9ff51e7844699021772228c16825ef224093bceb7fdc69b41cc3ea18e4&req=diEnFs1%2BlINeWPMW1HO4zZF3IhHVMvVSxakFVfq5WwwFkI2rtlMX3B7IFJY%2F%0AglLBtpTP6uTQ3ktaOZ4%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2100409211/fc01614dde1a616fa31ffaa9cb04/47bacf5b-a810-45b5-a468-9769f1a58ef8?expires=1784827800&signature=57501d5762e39e7b8f253596717a103b6a61525f472ab2e12701fa9cda313397&req=diEnFs1%2BlINeWPMW1HO4zZF3IhHVMfJdxakFVfq5WwyZr6UHwEWTAqSgKlGC%0AaD86oR2UPAU9TDL91b8%3D%0A) --- @@ -48,7 +48,7 @@ You can also upload a custom plugin file if you built one yourself or received o Each plugin you install adds skills you can use while working with Claude. Type "/" or click the "+" button to see the available skills from your installed plugins, in chat and in Cowork. Click any skill to see its details. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2157396844/4a790e10f5b88df770783df1d7e9/image.png?expires=1784810700&signature=b24e0f5b33ef5328f12bbfd328440a94d1b2e582fcb34158857e05061ce3fae1&req=diEiEcp3m4lbXfMW1HO4zf4NBPL0gkCTmKUxugP2BQut%2Fo5fKpXEDtWYc46I%0AHK4XZa3hqiNu0xoRSRY%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2157396844/4a790e10f5b88df770783df1d7e9/image.png?expires=1784827800&signature=66c547e6bfe8f18c00d1ea57414bc8088bd89b06253a9c068fdf2cea7f3bac6c&req=diEiEcp3m4lbXfMW1HO4zf4NBPL0gUecmKUxugP2BQvih3UuUNnN7NdIO97v%0AdozTNzBDPeRMk3qzskk%3D%0A) --- diff --git a/content/support/13854387-schedule-recurring-tasks-in-claude-cowork.md b/content/support/13854387-schedule-recurring-tasks-in-claude-cowork.md index 8c1afad25..00c34ce33 100644 --- a/content/support/13854387-schedule-recurring-tasks-in-claude-cowork.md +++ b/content/support/13854387-schedule-recurring-tasks-in-claude-cowork.md @@ -52,7 +52,7 @@ There are two ways to create a scheduled task: 6. You can explicitly confirm you want to schedule the task when prompted by Claude by clicking “Schedule": -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2104085399/4dda7e6f76026fd827db0b9323a9/f20635bf-15e7-4978-a213-5b9f67e9fb9a?expires=1784810700&signature=c26c7ac9db9b8a4d9d9af68d44c7fdf8ef2b6bc2bffca2e7dde78783f2cdfdf7&req=diEnEsl2mIJWUPMW1HO4zeLJBkHs%2FuqAPx%2FSrZI7l8x5KARuIFnY0UA9eGLi%0AOsoN%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2104085399/4dda7e6f76026fd827db0b9323a9/f20635bf-15e7-4978-a213-5b9f67e9fb9a?expires=1784827800&signature=f51763e05b2b3a54ef4bf3410f22da12d65e5a0633b110be7684ce2a8734e6d1&req=diEnEsl2mIJWUPMW1HO4zeLJBkHs%2Fe2PPx%2FSrZI7l8xvkQIAJqMIOFabPyls%0AWQUd%0A) 7. Claude will create and schedule your task, and it will be added to the **Scheduled tasks** page. diff --git a/content/support/13892150-work-across-microsoft-365-apps.md b/content/support/13892150-work-across-microsoft-365-apps.md index 3c098c5eb..a957da41c 100644 --- a/content/support/13892150-work-across-microsoft-365-apps.md +++ b/content/support/13892150-work-across-microsoft-365-apps.md @@ -34,13 +34,13 @@ Open each app and activate the add-in at least once before using the cross-app f Go to **Settings** in each of the add-ins and toggle **Let Claude work across files** on: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2152216540/23e9f22eca1109ec09f2c6138191/2ef697a8-3a60-4193-bbd7-639ed91b20e9?expires=1784810700&signature=da8a2ccff9f3d907c3c2489caed2b2f6bb8e14b1fcda4a3ba318282071554487&req=diEiFMt%2Fm4RbWfMW1HO4ze%2BVVHD9UQ5YQEr1GSm7Lk0JeCJVwaXNKHtCLm2P%0Apxj3egzu3fdTKgrklko%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2152216540/23e9f22eca1109ec09f2c6138191/2ef697a8-3a60-4193-bbd7-639ed91b20e9?expires=1784827800&signature=f5573a016c6f9d316e13217d347271bddcfb97fb59559b7ce7ae2a3d3491b27d&req=diEiFMt%2Fm4RbWfMW1HO4ze%2BVVHD9UglXQEr1GSm7Lk36Op3Q3RVYs5yufDl5%0ApmZ6f269CUC%2BPDy5Lko%3D%0A) **Note:** This setting is default on for Pro and Max plans and default off for Team and Enterprise plans. You'll see connected file indicators when Excel, PowerPoint, Word, or Outlook files are linked to your session: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2152215013/db0cfd2aa4034975480d82218aad/8f11dc16-2173-4b34-a05a-e31a53b58cc2?expires=1784810700&signature=236f8ce5b75f9ba783bd13185eb686d1b05d05d6bd9b1fec24f75e4708192ff1&req=diEiFMt%2FmIFeWvMW1HO4zZtV3mm%2B2tJmGgi4PNaz7vX9pGTr9jqnjvezgApk%0AB56MaZVP2n2111%2B9CiY%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2152215013/db0cfd2aa4034975480d82218aad/8f11dc16-2173-4b34-a05a-e31a53b58cc2?expires=1784827800&signature=881b3eff53ec54336b05ddb672ad2c27a7a583469a6f6a2e7f075f6e2f80878e&req=diEiFMt%2FmIFeWvMW1HO4zZtV3mm%2B2dVpGgi4PNaz7vWbghCXpl9DH%2FKyOw%2BA%0A36K5lITYlN%2FG3WNQO9I%3D%0A) --- diff --git a/content/support/13930458-set-up-role-based-permissions-on-enterprise-plans.md b/content/support/13930458-set-up-role-based-permissions-on-enterprise-plans.md index 66e23c178..006fd96cc 100644 --- a/content/support/13930458-set-up-role-based-permissions-on-enterprise-plans.md +++ b/content/support/13930458-set-up-role-based-permissions-on-enterprise-plans.md @@ -66,7 +66,7 @@ Create roles that delegate parts of administration without granting the Owner ro 4. For each team or department, decide which features they need access to. -![Image of the Organization settings page in Claude, with a box around the People section which contains three options: Members, Groups, and Roles.](https://downloads.intercomcdn.com/i/o/lupk8zyo/2484535492/d17b343f54f754bb3af73fe880a9/Org+settings+-+People.png?expires=1784810700&signature=9b555ee070eba6d5ef6e9963c480475b1f641dda08fee4cb51d93788f3936c69&req=diQvEsx9mIVWW%2FMW1HO4zVA%2FMt6YLo2tvDbmWeIt%2FcT4On%2B9vjp1nryybO6g%0AM9o2UjzQSW%2BgIzAia3k%3D%0A) +![Image of the Organization settings page in Claude, with a box around the People section which contains three options: Members, Groups, and Roles.](https://downloads.intercomcdn.com/i/o/lupk8zyo/2484535492/d17b343f54f754bb3af73fe880a9/Org+settings+-+People.png?expires=1784827800&signature=65d62de7f5d2aa2da9323b428f9e29cea2059b72081d52acb376a6398f99bdd5&req=diQvEsx9mIVWW%2FMW1HO4zVA%2FMt6YLYqivDbmWeIt%2FcQvoYm1dU2YKQEVTfuF%0AlDReMepi13VG4Pwm7h4%3D%0A) Remember: any feature you want to control per-group must be **enabled** at the organization level. If a feature is toggled off at the organization level, no custom role can grant access to it. @@ -84,7 +84,7 @@ Create your custom roles before enabling any features or migrating members. This 3. Name the role and toggle the appropriate capabilities on the **Capabilities** tab, or choose "All capabilities" or "All generally available" to grant everything at once: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2539844315/2e98adc9b24a95bf64b7ef759c94/a0c6bd31-327c-48b8-9ece-1b985eafccec?expires=1784810700&signature=b57d81f0a9a68004a18095c386643b9f1b317b9c70b5fe9b72d16baea0faa4e2&req=diUkH8F6mYJeXPMW1HO4zfzK2OfS59k9Jsssa0E%2FK2aVlVYrCmsOdWxX3UoE%0AP91I%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2539844315/2e98adc9b24a95bf64b7ef759c94/a0c6bd31-327c-48b8-9ece-1b985eafccec?expires=1784827800&signature=f49ae4ea3af1ed5eeeae74ff47f5e4113281a96016a1bfba1f560c638d224dfe&req=diUkH8F6mYJeXPMW1HO4zfzK2OfS5N4yJsssa0E%2FK2b7hAvxiZxtjXJ3aS83%0AGU2w%0A) 4. On the **Permissions** tab, set admin permissions for the role. See **Step 3**. @@ -114,7 +114,7 @@ Set admin permissions on each role to delegate access to admin settings, like bi 3. Select the **Permissions** tab, between **Capabilities** and **Connectors**. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2484538453/66f52673b2d1fc7b0d4b48ed4ff6/fbf992ce-c4a1-402e-80cd-0c8449f916bd?expires=1784810700&signature=5fd09966aca76f517170b48ea18a792173732f529748de1a3c0d84032a97b6ad&req=diQvEsx9lYVaWvMW1HO4za6MibavXUKAJQR8u%2B9qQFlUPVpWUyxmbnIffWrX%0AVnHRWgdxfrGEwCxWur8%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2484538453/66f52673b2d1fc7b0d4b48ed4ff6/fbf992ce-c4a1-402e-80cd-0c8449f916bd?expires=1784827800&signature=811e5958359a8cc132944a46f75b1c2cc6e955c465b16763fb83ac1f26759c48&req=diQvEsx9lYVaWvMW1HO4za6MibavXkWPJQR8u%2B9qQFk8oIx4LWQFU%2BfKc2Hw%0Ail%2BECzo7kVvEbjVGI%2BY%3D%0A) ### **Set admin permissions** @@ -154,7 +154,7 @@ Set connector permissions on each role to control which connectors, and which to The default settings for new roles are permissive. When creating or modifying a role, confirm the settings on each tab to avoid granting unintended permissions. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2484539079/2325428311fffccd6951d5f2dc46/e4326a16-d44b-4e5d-9ecd-5c3dbbc7651a?expires=1784810700&signature=9187ae86a7e7be996012f4fa43dcb0b4b783bf06b02b99cb213509c673115e8c&req=diQvEsx9lIFYUPMW1HO4zZGDXF2rCfZ1HNJQDqL6ZaDuZIylnvMLAItU%2BdsL%0A13Zmk71DU8XwyHpBUqY%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2484539079/2325428311fffccd6951d5f2dc46/e4326a16-d44b-4e5d-9ecd-5c3dbbc7651a?expires=1784827800&signature=921889f0a53eea5113b5d2e41c4ff797e3a3c8f292ff75d1ae8e42241039fe1d&req=diQvEsx9lIFYUPMW1HO4zZGDXF2rCvF6HNJQDqL6ZaCEO6HFHr16A1SrFzUt%0AsEbqE1nlBcDYEeZsbyA%3D%0A) ### Set connector-level permissions @@ -170,7 +170,7 @@ The **Connectors** tab lists an **All connectors** row at the top, followed by e Choosing “Always allow,” “Needs approval,” or “Blocked” applies that level to every tool on the connector. The **All connectors** row works the same way one level up: it sets a baseline for every connector at once, including any connector you add later. Use it to set a role’s default, then override individual connectors. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2484540660/36fd30e963d7881bbff5b85bdf32/cc91e30c-af8c-4271-bff4-b34393d6122e?expires=1784810700&signature=fe59003b6762bbbb0c5d4b58a886ff6e036fc50b3ee57a0f6849ebeb4bfc72a5&req=diQvEsx6nYdZWfMW1HO4za3dLAKP3YYv%2B48W%2BGCIbmcdyCfINLvCzT7HRMhj%0A4%2FjyifuUYpUcL83eoHQ%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2484540660/36fd30e963d7881bbff5b85bdf32/cc91e30c-af8c-4271-bff4-b34393d6122e?expires=1784827800&signature=126b69fd024d306b4df638679a68ef2fed02a6a6f3c90dfd3d615049babdbce0&req=diQvEsx6nYdZWfMW1HO4za3dLAKP3oEg%2B48W%2BGCIbmcpCL6TKBMQavqGLjXq%0A7nFg3qgmOlie4VC2kww%3D%0A) ### Set per-tool permissions @@ -178,7 +178,7 @@ Set a connector to **Custom** to reveal its tools as individual rows. Each tool Per-tool permissions let a role reach part of a connector. For example, with Jira set to **Custom**, its `search_issues` tool set to “Needs approval,” and every other Jira tool set to “Blocked,” members with the role can search Jira but nothing else. Claude only sees the tools you’ve granted, so asking it to create a ticket returns “I don’t have a tool for that” rather than an error. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2484553274/3c0781dc9c7704a7b67d4858b88b/Screenshot+2026-06-17+at+4_28_45%E2%80%AFPM.png?expires=1784810700&signature=6e4d77b22d2591caa54edb94370875bac7aa26cb07b55b624cd94c633d50e029&req=diQvEsx7noNYXfMW1HO4zXcI%2BoNIBd9k1VjQ9K3ENRvGPrbJCpTP%2FNnUJjpR%0A63bo68avZVXtvQ8PU4c%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2484553274/3c0781dc9c7704a7b67d4858b88b/Screenshot+2026-06-17+at+4_28_45%E2%80%AFPM.png?expires=1784827800&signature=eaac80b208ac4434e57f2d4904efb6d6a6a52db794da9f6393d862877f099dc9&req=diQvEsx7noNYXfMW1HO4zXcI%2BoNIBthr1VjQ9K3ENRtFIEAM1XPBNPaklbaV%0A5VTuwKepTyWe1Gkwajg%3D%0A) ### Review cross-role conflicts @@ -186,7 +186,7 @@ Because connector permissions are additive across roles, blocking a connector in If you have unsaved edits when you open a linked role, you’re asked to discard them first. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2484556183/b644bbfba5350ae2a460117f23e3/Screenshot+2026-06-17+at+4_31_03%E2%80%AFPM.png?expires=1784810700&signature=e9aae0c336fac9a969cc671b2d17a5202c871640c1740297ed80d556e3df921e&req=diQvEsx7m4BXWvMW1HO4zX8ytukN4NTQGc8KkqwXsZ7Sz0mt8ytk2za1uASB%0Ay3a%2ByMFM73FdRrwobxA%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2484556183/b644bbfba5350ae2a460117f23e3/Screenshot+2026-06-17+at+4_31_03%E2%80%AFPM.png?expires=1784827800&signature=359419ad3acf38310d955d2f22a5c40511fe08c0a323290e978fc314497ffb7d&req=diQvEsx7m4BXWvMW1HO4zX8ytukN49PfGc8KkqwXsZ7aggX14LcV%2BmRAT%2FU%2F%0ATj%2B18ONi0YQ5gD3XdC4%3D%0A) ### Verify enforcement @@ -236,13 +236,13 @@ Verify model access after you've migrated members to "Custom" roles. See **Step 4. Assign each group to the custom roles you created in step 2. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2260371973/b503c99ef71d8a89b7aff606511b/b1afd593-3b23-4fa9-8b9b-ee6beaf74fd7?expires=1784810700&signature=9e77494e4c1fa9ca704fd0466687f5752193aefca6580630fb8740dd4689b573&req=diIhFsp5nIhYWvMW1HO4zdMu8WR%2BGwltKwlCydrbfL6PDgTfpsF2BVYqqvsY%0AMk66nRyarTH2xv5LhI4%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2260371973/b503c99ef71d8a89b7aff606511b/b1afd593-3b23-4fa9-8b9b-ee6beaf74fd7?expires=1784827800&signature=cd0d090bcd61c7be9924714d06f9204ce0946b6273659127341b8708b05f5ab0&req=diIhFsp5nIhYWvMW1HO4zdMu8WR%2BGA5iKwlCydrbfL4Q0gkVrkZnKEMa%2BAql%0AIuoSQSSLYGcpVVR7c%2BE%3D%0A) -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2260372813/83ccc4784bdfc8600101bc42ec4b/6e7456ac-9887-4e04-b757-3972110fbdce?expires=1784810700&signature=17b17db732093ed753e646faf0ae905dadb2260b9fd96a14e13615fd5e65e323&req=diIhFsp5n4leWvMW1HO4zQetnydfZa%2F%2FczQdKdGFNseVgSkxgm36SIAY1dGX%0A0K%2BRugKW7KQfjG9M74Y%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2260372813/83ccc4784bdfc8600101bc42ec4b/6e7456ac-9887-4e04-b757-3972110fbdce?expires=1784827800&signature=096669eb19d15091b91dae1a27008f1566f027547baabbbda2eff6d93e883721&req=diIhFsp5n4leWvMW1HO4zQetnydfZqjwczQdKdGFNsfKoxWYpeei90J5R7%2BZ%0AUvXrlogzGnbg7blDhhQ%3D%0A) If you use SCIM directory sync, you can sync groups from your identity provider instead of creating them manually. For details on SCIM group sync, see **[Manage groups and group spend limits on Enterprise plans](https://support.claude.com/en/articles/13799932-manage-groups-and-group-spend-limits-on-enterprise-plans)**. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2260374677/5f9d8febb8ae25153a94d0b827b9/c8314b27-96c1-4743-ae8b-25e511181837?expires=1784810700&signature=c27322a9901ba5752295b72390890fcd422e9367eb5c23c9273079f035e42b6a&req=diIhFsp5mYdYXvMW1HO4zXzl64t96TudKYkQn0Dd8NUP84dDJZORywEvcL1r%0AcCJF7CwQlCwWnFucY2g%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2260374677/5f9d8febb8ae25153a94d0b827b9/c8314b27-96c1-4743-ae8b-25e511181837?expires=1784827800&signature=180366dc777d0e3b71f25f973487c37b4912298bf3a7aefd5e7d64836ab2c597&req=diIhFsp5mYdYXvMW1HO4zXzl64t96jySKYkQn0Dd8NXpSDl4yK01tiB%2B%2Bntu%0AKLmKFmAO7IuQptKTEWM%3D%0A) **Multiple organizations under the same parent organization:** Groups are managed at the parent organization level and propagate to all child organizations. You may see members from other organizations listed in a group—this doesn't mean they have access to your organization. Custom roles assigned to a group only grant capabilities to members who are part of your specific organization. @@ -284,7 +284,7 @@ Use this path only if your organization already enabled group mappings for role 3. Save your changes. Members in those IdP groups are migrated to "Custom" roles on the next sync. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2434934020/d154818947d8d84ebf1aec8d5462/image.png?expires=1784810700&signature=8a55cadeea73449f960fce144a95eb59091b1da17759d64eee20d67596a4c2c7&req=diQkEsB9mYFdWfMW1HO4zQyCmEvrSEVvSnpHYy0fFQvmJ0%2BwarXYdfLdM4Vp%0Ax0CpQ6Rv3M85JFCh87M%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2434934020/d154818947d8d84ebf1aec8d5462/image.png?expires=1784827800&signature=511179dea036a30e235a1de62e9f3fa5ba7fe8a073f16447145568258a73dab7&req=diQkEsB9mYFdWfMW1HO4zQyCmEvrS0JgSnpHYy0fFQsZEMW3IlQTnKi4jSEx%0AZ30fgubLHexD2O1QnMY%3D%0A) Members in IdP groups mapped to "Custom" roles follow the permissions of the custom roles assigned to their groups in Claude. Members in IdP groups mapped to User follow the organization-level capability settings. If a member is in groups across both mappings, "Custom" roles take precedence. @@ -300,11 +300,11 @@ Use this path if your organization hasn’t enabled group mappings. 3. Use the bulk assignment tool in the Members table to change the selected members' role to "Custom." -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2260377969/ba3b7ba08518f0a50e2a84f82655/bdf1aea3-2fe7-4f3c-868b-cc35ae8b7d1d?expires=1784810700&signature=861c0a0b24dd1897dc2d0f2cb604ea7b10edf000bc65a045f542612d1c1a5ea8&req=diIhFsp5mohZUPMW1HO4zYFuwIUqhMmLlPaXg%2F0URIl%2FyCnDRYGTqpfdHJsJ%0AtprlhH8ymMiGBpsklyA%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2260377969/ba3b7ba08518f0a50e2a84f82655/bdf1aea3-2fe7-4f3c-868b-cc35ae8b7d1d?expires=1784827800&signature=b8bf2c705289ff89b97abecc2ea43751bce55217ed5140799dcb77134d1f5a7e&req=diIhFsp5mohZUPMW1HO4zYFuwIUqh86ElPaXg%2F0URIlxYuJySL0vi8L47fLn%0ACV2ThGgJwMW0m2AZyKs%3D%0A) -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2260378309/abe25b6478c721a2f965b35361b7/beff124a-0a44-4f7f-97f8-391ce6e8c55b?expires=1784810700&signature=bd532d907f74eb59789ba7f339a347985eca5b5a1afc234fed2f5f493df55590&req=diIhFsp5lYJfUPMW1HO4zRgyEFzUUunRZ8KPhClFzQnEy8yWpvihAAU8YA15%0APywVQIFuKKPcxVta2gY%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2260378309/abe25b6478c721a2f965b35361b7/beff124a-0a44-4f7f-97f8-391ce6e8c55b?expires=1784827800&signature=9c0f44a957b25b4f1983e41fbd25a4e831ef5aa354a85e4b511f1a27f9dd6cdb&req=diIhFsp5lYJfUPMW1HO4zRgyEFzUUe7eZ8KPhClFzQlbX864lGAn%2BWW7edB2%0AnkRFVioJeCOoTxoyjPc%3D%0A) -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2484560173/7abf3438fa3d65afa03c4a99d4d4/Screenshot+2026-06-17+at+4_34_49%E2%80%AFPM.png?expires=1784810700&signature=f4d044dabf896364fec70acf4f74a9c0fee6fc38571e39739228c983f8c4cd75&req=diQvEsx4nYBYWvMW1HO4zUXuwkp0KoNXiQnXWL6R1K84cTHsmNhqo73ekVvu%0Ak9IzxMnm%2BL2yW3zmDjY%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2484560173/7abf3438fa3d65afa03c4a99d4d4/Screenshot+2026-06-17+at+4_34_49%E2%80%AFPM.png?expires=1784827800&signature=fdfe8a8a7c332c5c67f564d00a59d27198b3852711e0536f5eab92013ccb1f0a&req=diQvEsx4nYBYWvMW1HO4zUXuwkp0KYRYiQnXWL6R1K%2B8PRpINamaaNKyVVyT%0AJw3UKXnMddXm51ysDKM%3D%0A) We recommend migrating a pilot group first—one team or department—and verifying their access is correct before expanding to the rest of the organization. @@ -340,9 +340,9 @@ Enabling a feature at the organization level doesn't mean everyone gets it—cus Navigate to the “Usage” page to assign a per-user monthly spend limit to any group. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2260386576/377ac052069ff5a35b3023f50d12/dface609-9d85-4ee1-8ed3-bfe019a2bd0a?expires=1784810700&signature=bc557688a670e67e3f25d7a9e7fbd4c26d8f01e23e1c435bb8d48fa42cab221b&req=diIhFsp2m4RYX%2FMW1HO4zfvdi5OXRAaNBMkPcsY1DF7AJwgd7SYAxhNk0X%2Bm%0AXVlRXS3Dy6u5TncX%2Fh8%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2260386576/377ac052069ff5a35b3023f50d12/dface609-9d85-4ee1-8ed3-bfe019a2bd0a?expires=1784827800&signature=6ee0c07c4e0627c02d0a3f554dcb9ad2c7c6d1fcaee6f7a3ce1e96ea43259b01&req=diIhFsp2m4RYX%2FMW1HO4zfvdi5OXRwGCBMkPcsY1DF6AWGr7RJbodXnGqXRt%0AoxmcvaOhQhWtnzMet0o%3D%0A) -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2260386575/b9798bb7a2ab92024fa4d97f2ff4/7b2327e1-ab3f-41e5-8be0-77c0f35a4015?expires=1784810700&signature=40cfa0fa6e7663019418f059c8f35ba81a91ce6e6506c248ff12abecb3526828&req=diIhFsp2m4RYXPMW1HO4zW55wNWRwVE2JuVz%2B3EZKJ668S3W03fH0kyyHrOv%0AFfmqEe4YL4CVI7B7ztk%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2260386575/b9798bb7a2ab92024fa4d97f2ff4/7b2327e1-ab3f-41e5-8be0-77c0f35a4015?expires=1784827800&signature=fcd84b7ad25b4ba79fec85c88fa403ce1db98a24261aa1edb97e38131006c73f&req=diIhFsp2m4RYXPMW1HO4zW55wNWRwlY5JuVz%2B3EZKJ6sBOcxcjN9wWlgmieZ%0AlbMJO5x8F5shnLiFu6Y%3D%0A) Note the following precedence rules: diff --git a/content/support/13947068-assign-tasks-from-anywhere-in-claude-cowork.md b/content/support/13947068-assign-tasks-from-anywhere-in-claude-cowork.md index 600664739..a46a4071b 100644 --- a/content/support/13947068-assign-tasks-from-anywhere-in-claude-cowork.md +++ b/content/support/13947068-assign-tasks-from-anywhere-in-claude-cowork.md @@ -48,11 +48,11 @@ Follow these steps to get started: 5. You’ll land on a page describing the functionality. Click “Get started”: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2169954086/419674f781edb2977b93cce062b4/93b1893c-d79a-4eb6-b2f1-2fe3e043bd90?expires=1784810700&signature=36612a090c81827b1e94b1bc35de9005d53605b62b09670054a4a190cac08d2a&req=diEhH8B7mYFXX%2FMW1HO4zSZP0paDFA74B32drIe5EDmx%2BIAdluWTV8gS2JG3%0ApFUA%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2169954086/419674f781edb2977b93cce062b4/93b1893c-d79a-4eb6-b2f1-2fe3e043bd90?expires=1784827800&signature=7412bee3aca07abd608c25032fb1b76e82e76c7fd0b2a5f719e32ee19abdbc9a&req=diEhH8B7mYFXX%2FMW1HO4zSZP0paDFwn3B32drIe5EDk%2BkdYgIPVP%2F6N51XhD%0Ax0Jd%0A) 6. On the next screen, you can give Claude access to your files and keep your computer awake by toggling those on: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2169955082/de4053ee0eab8fcb9263584bb171/d39b77da-1a69-4682-9fdb-7ed488f236b0?expires=1784810700&signature=dea1a37ca92f72cd0d72f22ab2326bd2f2fbd74f2608a429be1952084cae70ea&req=diEhH8B7mIFXW%2FMW1HO4zaZWs96QXAEZepuGRb1rD3J8EDOStvJkSMX5Pmdh%0AYjth%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2169955082/de4053ee0eab8fcb9263584bb171/d39b77da-1a69-4682-9fdb-7ed488f236b0?expires=1784827800&signature=397651e493235058b506a2830036c5cb7c75dac829ea4d0dec8f01d92a412459&req=diEhH8B7mIFXW%2FMW1HO4zaZWs96QXwYWepuGRb1rD3Ks0DCuWcdqRP4dmeMb%0A3Zuo%0A) 7. Click “Finish setup.” diff --git a/content/support/14116274-organize-your-tasks-with-projects-in-claude-cowork.md b/content/support/14116274-organize-your-tasks-with-projects-in-claude-cowork.md index 241257397..caba73c9c 100644 --- a/content/support/14116274-organize-your-tasks-with-projects-in-claude-cowork.md +++ b/content/support/14116274-organize-your-tasks-with-projects-in-claude-cowork.md @@ -22,23 +22,23 @@ Cowork is available for paid plans (Pro, Max, Team, Enterprise) on: Find **Projects** in the left navigation panel and click the “+” button to see the three different ways to create a project: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2183720240/6f6ef438913391703598d86d606c/CleanShot+2026-03-20+at+09_11_43.png?expires=1784810700&signature=c68a46cc8eadd3e7d459c52b5c889da0a88cdba4201e4acadea93c6c9e09177a&req=diEvFc58nYNbWfMW1HO4zcOgiwGy0ChyZwSvwegvtgy6WSLteoqI1wU0IBle%0ALPlxz%2Fop0YilMdK0gX0%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2183720240/6f6ef438913391703598d86d606c/CleanShot+2026-03-20+at+09_11_43.png?expires=1784827800&signature=d3eb13a305b768577d188dfad163576c4b1d98fb5a8ef51942a04a22a41ba6cd&req=diEvFc58nYNbWfMW1HO4zcOgiwGy0y99ZwSvwegvtgwFYCbfH9BLlKa3%2FSHj%0AT21EeGcAX%2FpOGscb69k%3D%0A) ### Start from scratch Selecting “Start from scratch” allows you to set up a new folder with instructions and files: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2177090014/07832b50003cf7fd3b4e9c7c448b/3385d9b8-c3e7-42b9-ae3f-4d213baa53a7?expires=1784810700&signature=5a185529ff356b49fa239dd099002201203ce865ff560b34f8f3eb2a13ce535d&req=diEgEcl3nYFeXfMW1HO4zZCoQ4lNT3WRvb0suCMAnj1B1KN4KyXhlmo7BNam%0A2ziYyj0IMPAyeNft5nI%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2177090014/07832b50003cf7fd3b4e9c7c448b/3385d9b8-c3e7-42b9-ae3f-4d213baa53a7?expires=1784827800&signature=3889b6b82e18fbbccf498c207b1775e7f60b4720f0d60598c21750893c9c4e5d&req=diEgEcl3nYFeXfMW1HO4zZCoQ4lNTHKevb0suCMAnj2EmYnl3Btze1nFe2US%0AiBMHLIECf%2Fz3mDtr9zs%3D%0A) ### Import from a Claude project After selecting “Import from project,” you’ll see a “Search projects in Chat…” field: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2183717962/acdc11bcc825ae76a13f508365bc/CleanShot+2026-03-20+at+09_12_08.png?expires=1784810700&signature=4df9c642c3563df3e5f72c0ce837e75e961c4f5ffa544c5864ba87d4e2d9df29&req=diEvFc5%2FmohZW%2FMW1HO4zQQ7UGdVy5gYjggUT7FIJz8AGQQHyZf8AoGqnMV6%0A%2Fz%2BxsuXzagHt6zz40jk%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2183717962/acdc11bcc825ae76a13f508365bc/CleanShot+2026-03-20+at+09_12_08.png?expires=1784827800&signature=0a286cb771853c2455259f33092432420c55938b62a190ba95d9b20c6dd502fa&req=diEvFc5%2FmohZW%2FMW1HO4zQQ7UGdVyJ8XjggUT7FIJz%2BjFQgp6D67cwhJBGk3%0A5ZIniLLyeg7YsdqLX0s%3D%0A) Clicking into the field will display a drop-down showing your recent projects, but you can also use it to search all your projects. After you select a chat project (bulk upload is not supported), you can name the new Cowork project and choose where to save it on your computer: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2183727973/7a25430123d9e13e7c3cdd411f70/CleanShot+2026-03-20+at+09_13_41.png?expires=1784810700&signature=702e4652e12d6126a1b2f21f6452c4046ab31c900c9d71d9affc0ef0398c7796&req=diEvFc58mohYWvMW1HO4zU%2FKAidO%2FSPLI7f%2FdY0VL6gjPOUIh8%2BEFA2XV8xi%0Ajvw9zrigsr48Kucq4LM%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2183727973/7a25430123d9e13e7c3cdd411f70/CleanShot+2026-03-20+at+09_13_41.png?expires=1784827800&signature=7221b89c93e7a7f76575c25c62e78caacbefb60c274b4b271435355188ca9f14&req=diEvFc58mohYWvMW1HO4zU%2FKAidO%2FiTEI7f%2FdY0VL6jTTFtG1uD4a3tZHBGi%0ASNormE32CT5qlSa0%2BM4%3D%0A) Clicking “Create” will transfer the files and instructions from your existing Claude project and create a new Cowork project. @@ -46,11 +46,11 @@ Clicking “Create” will transfer the files and instructions from your existin If you select “Use an existing folder,” you’ll be prompted to pick a file to use as context for the new Cowork project: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2177087935/2f0052dae601d0b7fecdc029e1c3/2e3ca9e7-23b1-436e-bbdb-edcd31c41f15?expires=1784810700&signature=daf457c7ae5deb1f287c29d43961b3965cb8eaa397653be2557b719151113bb1&req=diEgEcl2mohcXPMW1HO4zejrnzLeFCNYuv8e2Xj2xOXfc8TU47m45rp57%2BsS%0ApfYIaf7t%2F5TIO2VRPA4%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2177087935/2f0052dae601d0b7fecdc029e1c3/2e3ca9e7-23b1-436e-bbdb-edcd31c41f15?expires=1784827800&signature=8e3946500c8d1d52054e9d676ad056a42fbd5aa11b274470a5e565ca8d03e9e5&req=diEgEcl2mohcXPMW1HO4zejrnzLeFyRXuv8e2Xj2xOWM18Dkmac1h1YQztki%0AQuHWt%2BNrEuUT3KVpZsE%3D%0A) After selecting a folder, you can name the new Cowork project, choose where to save it on your computer, add instructions, and attach any additional files. Click “Create” to start using your new project: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2177087937/f59dbe3fc28448a9597ea097cb4d/96a59acb-4054-4b4b-a208-751f9711f535?expires=1784810700&signature=85d95fe4df462ab6f7008e3f21b2a6c8dfaa4e23a798de500f61eb4c874eb0fd&req=diEgEcl2mohcXvMW1HO4zUq4V%2Be8gqI9MfnqHouW6MLCr3hLmKS2TH8Dg8Ez%0A0PkLroxTDbEYZQSMFDM%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2177087937/f59dbe3fc28448a9597ea097cb4d/96a59acb-4054-4b4b-a208-751f9711f535?expires=1784827800&signature=006e0499ba4602bd481ec0d95a4648160054d13a6bfb57e827eb1561676761a9&req=diEgEcl2mohcXvMW1HO4zUq4V%2Be8gaUyMfnqHouW6MJDMdwKAUrvrT3181f4%0AG5%2FFeAZ5qSNKYq%2BnjsU%3D%0A) --- diff --git a/content/support/14128542-let-claude-use-your-computer-in-cowork.md b/content/support/14128542-let-claude-use-your-computer-in-cowork.md index c8ecbf3f7..dc6958f7a 100644 --- a/content/support/14128542-let-claude-use-your-computer-in-cowork.md +++ b/content/support/14128542-let-claude-use-your-computer-in-cowork.md @@ -40,7 +40,7 @@ If your work involves a physical machine, Claude keeps working while you step aw Claude asks for your permission before accessing each application. You’ll see a prompt and must approve before Claude can interact with that app. Some apps are off-limits by default. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2193297849/243cf7bd2386d92a253c2cec7d32/46cb6fcb-c0ee-4d1c-9974-9c1c1058c81c?expires=1784810700&signature=c5f4a4e4900d36f46e80cf1827f51838dd9bccf12ea92bc220c59cb1cd4a4f9c&req=diEuFct3molbUPMW1HO4za8%2BRniKQiCbOFMEfKzd96rDDgrQqVTsR2BSL7O%2B%0A00PgbAsJGBgA41BRndY%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2193297849/243cf7bd2386d92a253c2cec7d32/46cb6fcb-c0ee-4d1c-9974-9c1c1058c81c?expires=1784827800&signature=deadfcf40fd63fd8baecd484e96baf2477ead308124409ff2be4c398ea00d62c&req=diEuFct3molbUPMW1HO4za8%2BRniKQSeUOFMEfKzd96pLYOtSq2pSlyxE8C3d%0AaL2Yfc7Jka%2Bapl4Zu3A%3D%0A) Claude is trained to avoid risky operations—like transferring funds, modifying or deleting files, or handling sensitive data—and to flag signs of prompt injection. However, these safeguards aren't perfect, and Claude may occasionally act outside these boundaries. @@ -128,7 +128,7 @@ To start using computer use: 3. Find the **Computer use** toggle and turn it on: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2193911341/630e6df3b08b27d1c7b4f1ca6a1f/image.png?expires=1784810700&signature=55167243c8aa36f846c1812b16c14f00838072c6c0db659903b1413c64ec661f&req=diEuFcB%2FnIJbWPMW1HO4zR8GoUB0REo3jdPXX%2BaSOrFoXAXiyHRmiUOPmWL2%0ARUjd%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2193911341/630e6df3b08b27d1c7b4f1ca6a1f/image.png?expires=1784827800&signature=65a1be9538155f2277d6a32d3ecbddfcddf141d763bfbfe2da6e672159afc425&req=diEuFcB%2FnIJbWPMW1HO4zR8GoUB0R004jdPXX%2BaSOrHy3z4Gd0v4WhJr5GCd%0AQUwM%0A) 4. Open Cowork or Claude Code in the desktop app and start a session. diff --git a/content/support/14499648-how-scim-sync-works-for-enterprise-organizations.md b/content/support/14499648-how-scim-sync-works-for-enterprise-organizations.md index dee640389..7135a4c04 100644 --- a/content/support/14499648-how-scim-sync-works-for-enterprise-organizations.md +++ b/content/support/14499648-how-scim-sync-works-for-enterprise-organizations.md @@ -50,7 +50,7 @@ You can trigger a manual sync from two places in your admin settings. 2. Click "Check for updates" under **SCIM sync**: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2312613548/44cd5970ee3c3b2c7f8dcd592d71/image+%2824%29.png?expires=1784810700&signature=deb03ed09a00bac96daa0a085754670c38f3841f3ee42a28e2772ff46ce9102d&req=diMmFM9%2FnoRbUfMW1HO4zW4gbDGlNM2zrgfl7PnOiulAiy3oJUh94GOQiClS%0AsYea%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2312613548/44cd5970ee3c3b2c7f8dcd592d71/image+%2824%29.png?expires=1784827800&signature=a9ca265e4b63c57e3fe740208aab6edd78d1fe3d2babdb171079081765d953d1&req=diMmFM9%2FnoRbUfMW1HO4zW4gbDGlN8q8rgfl7PnOiule6W9KjFJySOSacHzC%0AbVH1%0A) 3. Select whether to sync members, groups, or both. @@ -62,7 +62,7 @@ You can trigger a manual sync from two places in your admin settings. 3. Select whether to sync members, groups, or both: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2312608119/e4b0ef4f309f3c4eac8311a6ef47/image.png?expires=1784810700&signature=8016eca4dcd68fd0d1689b7efd6ea9c0cc3cbac26ec613045eb27433f66633be&req=diMmFM9%2BlYBeUPMW1HO4zX%2F4fr74yjsY43OpyTHzM9QCB18Iq%2B%2FicTblWbbl%0AN4kB%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2312608119/e4b0ef4f309f3c4eac8311a6ef47/image.png?expires=1784827800&signature=b8251f0d4b834ed828912edfa98ebb01623c13b14ed86054559f8100ce20a305&req=diMmFM9%2BlYBeUPMW1HO4zX%2F4fr74yTwX43OpyTHzM9SZZGrYFYdsX9PrlR6G%0AV9U0%0A) **Note:** If you trigger a manual sync while background changes are processing, your organization takes the most recent change for each member or group. If multiple changes are queued for the same member or group, you may need to resync again to make sure everything applies correctly. diff --git a/content/support/14503613-sso-login.md b/content/support/14503613-sso-login.md index d90b3193b..085337952 100644 --- a/content/support/14503613-sso-login.md +++ b/content/support/14503613-sso-login.md @@ -47,9 +47,9 @@ Before configuring your Identity Provider (IdP), you must verify ownership of yo 3. Wait for the DNS propagation. Once the platform detects the record, the domain status will update to “**Verified**.” -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2256015862/476131c3139aec4db01b96127544/10c7a165-8b26-4443-b064-9d659659c65e?expires=1784810700&signature=2f20e7adb474c40db607b20554efa547e725a4bee5338fe5b462806a9ea3b573&req=diIiEMl%2FmIlZW%2FMW1HO4zdpfuC6AG1OI006zz1SmF9VW1%2FY%2BGehnDa4sylgD%0ACjMgeafEO%2BL%2BEP2Q7ng%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2256015862/476131c3139aec4db01b96127544/10c7a165-8b26-4443-b064-9d659659c65e?expires=1784827800&signature=8c5268c35527432b34086a6ad3b2c218ad0bb354aa178b3dd6fc537687931682&req=diIiEMl%2FmIlZW%2FMW1HO4zdpfuC6AGFSH006zz1SmF9WKVnIVwm%2BJXMGAaGjS%0AzpQZ2sknUzkAZzI%2BOHk%3D%0A) -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2256025910/a82e2de9382824fa9db7666f67c4/CleanShot%2B2026-04-09%2Bat%2B16_25_20-402x.png?expires=1784810700&signature=b4f1ab751175de7abaa95cc9146a62d4f21fe83d108abc7966a8378c452041b0&req=diIiEMl8mIheWfMW1HO4zV%2BGnR03Qr9Ax57dwYq5DdLc5Q6YC4DThvx7YJPB%0AoAbOFsIJLMc9kIbTUZA%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2256025910/a82e2de9382824fa9db7666f67c4/CleanShot%2B2026-04-09%2Bat%2B16_25_20-402x.png?expires=1784827800&signature=3a7bbd16eeac89ce6e280f2e0ab9b58237d477bc94ed6d33b8a0ed55936a877f&req=diIiEMl8mIheWfMW1HO4zV%2BGnR03QbhPx57dwYq5DdLXo%2FbA5V9CSJeR7X0v%0AetI9DDzlK9%2FVw%2Fr1%2Bzw%3D%0A) **Important:** Each domain can only have one identity provider. If multiple organizations share a single login domain, IT administrators from both organizations will be able to modify login settings. Contact **[Anthropic Support](https://claude.fedstart.com/support)** for assistance with multi-organization setups. For more details about multi-organization setups, see our **[SCIM provisioning guide](https://support.claude.com/en/articles/14503643-set-up-scim-in-claude-for-government)**. @@ -77,7 +77,7 @@ Once your SAML application is set up in your IdP, provide Anthropic with the det - Claims Information — Attribute mappings for user name and email. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2256004522/a97b91092b393e93b2d7779f63e6/2db86a6d-1582-419e-925e-cbc914468fa1?expires=1784810700&signature=d29dc3d363f662848d60b79ff1950ad6386ef7fac62d485c761b3694fc79b623&req=diIiEMl%2BmYRdW%2FMW1HO4zQE9JrO%2B%2BxT8bfNHh%2Fvd8OHGU3YP0L7HYw4SA9Fi%0AFiJfQyXggIM3EtRVUJY%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2256004522/a97b91092b393e93b2d7779f63e6/2db86a6d-1582-419e-925e-cbc914468fa1?expires=1784827800&signature=86d151b5e37cbcbc5d1bf901999e5dbbd50e8b21b5aa3ffab66530168d500766&req=diIiEMl%2BmYRdW%2FMW1HO4zQE9JrO%2B%2BBPzbfNHh%2Fvd8OFog9d1W9dVwnGaOeoZ%0AQvwxO2DzLRIpvBdD80E%3D%0A) **Tip:** Using a metadata XML file: Most IdPs let you download a metadata.xml file. Upload it on the identity settings page to auto-fill the Signing Certificate, IdP Entity ID, and SSO URL. Some IdPs (like Entra ID) also include claims information in the metadata file; if present, the system will suggest field mappings automatically. diff --git a/content/support/14503643-set-up-scim-in-claude-for-government.md b/content/support/14503643-set-up-scim-in-claude-for-government.md index cdee0c404..dfa043649 100644 --- a/content/support/14503643-set-up-scim-in-claude-for-government.md +++ b/content/support/14503643-set-up-scim-in-claude-for-government.md @@ -41,7 +41,7 @@ With SCIM, login and provisioning are separate. Your IdP tells Anthropic who sho **Important**: Store this key securely. It cannot be retrieved after you leave the page. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2256040196/c3b045028c4c2edef9172b6fb424/9a71258e-ae73-41e3-83a2-d24a240ac0ae?expires=1784810700&signature=9c81cdcb4f161fece091f51c8260df4130a16dac6a8b6b8f305df8f3362153ed&req=diIiEMl6nYBWX%2FMW1HO4zSrRlagXaDYTyIvvU1hav7Pplm7YUtcru%2FtyfVrC%0ATm8o3XzqBC14DrTFZpA%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2256040196/c3b045028c4c2edef9172b6fb424/9a71258e-ae73-41e3-83a2-d24a240ac0ae?expires=1784827800&signature=8d4f6ab14db25b4702025156ab79e6f9b972b89fe98d3feb2cfcbcea0fbe88d2&req=diIiEMl6nYBWX%2FMW1HO4zSrRlagXazEcyIvvU1hav7OS0rH%2FqzOPv7ojybfi%0Ag0dnsPdeMY4OkNcph7s%3D%0A) ### Step 2: Configure SCIM in your Identity Provider @@ -67,7 +67,7 @@ After enabling the integration in your IdP: **Warning**: When you fully enable SCIM provisioning, any users who were **not** synced via SCIM will be removed from the organization. Confirm that all expected users appear in the sync before proceeding. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2256040198/da9188b8b968d5f900cc08e9ceb2/3814ab37-c3fa-4256-8d16-49c1e1b4c654?expires=1784810700&signature=f0f70962457e8bd8688fa1727f58d5f28ba99be066b0c9e80c08c5b7723ec4d1&req=diIiEMl6nYBWUfMW1HO4zeLvMlxnS0z9oWupW8zJgMqmNbuCwkPAq48H8Xoa%0AKrHc9M%2Bkg2ULnqHs01E%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2256040198/da9188b8b968d5f900cc08e9ceb2/3814ab37-c3fa-4256-8d16-49c1e1b4c654?expires=1784827800&signature=d48edc314b16c965e1396ef303fd1edab365d147a0043e4979a2ef3d7fa23563&req=diIiEMl6nYBWUfMW1HO4zeLvMlxnSEvyoWupW8zJgMp2duJnmlwZ2wcXcOkj%0AKKtPF0KvdTt9NIngyPc%3D%0A) ### Step 4: Map groups to roles and seat tiers @@ -83,7 +83,7 @@ SCIM provisioning uses IdP groups to assign roles and seat tiers within Claude f 3. Save your mappings. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2256056441/f7eb09bba549e9861fc81b961cc7/2760fa5b-87bb-491f-9354-ca3cd2bc4475?expires=1784810700&signature=af814644cea9b9d43e5fb97e34ee989d277e0535c76423a67a967e9b0c15182a&req=diIiEMl7m4VbWPMW1HO4zaWhsXcqs0cch340B79BYGZlH8yxFUDxSq3toNVC%0A%2FpuqtX%2BDae1o%2Bgcw%2B64%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2256056441/f7eb09bba549e9861fc81b961cc7/2760fa5b-87bb-491f-9354-ca3cd2bc4475?expires=1784827800&signature=252bd8c7c5caa1c9192b2837ea283dc28829da574fbdb25b5f936675b3f20983&req=diIiEMl7m4VbWPMW1HO4zaWhsXcqsEATh340B79BYGZ9%2FFmRVrx3hYyB2uH5%0ACEAdaHbEE5G1m8ILToU%3D%0A) If you manage multiple organizations under a single parent (see below), each organization maintains its own role and seat tier mappings. Switch between organizations using the organization selector in the bottom-left corner of the page. diff --git a/content/support/14503775-mcp-web-search.md b/content/support/14503775-mcp-web-search.md index 1f5d54a71..f34b0ce61 100644 --- a/content/support/14503775-mcp-web-search.md +++ b/content/support/14503775-mcp-web-search.md @@ -4,7 +4,7 @@ The Web Search connector gives Claude the ability to search the public internet For questions about web search in commercial Claude, see **[Enabling and using web search](https://support.claude.com/en/articles/10684626-enabling-and-using-web-search)**. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2256120763/7652c6c669446113eae75f3c5977/9c74d57e-aaa2-4f1c-bfe4-2b9b87fd41ab?expires=1784810700&signature=28fd5534c73d72eb68f3253b4de2b8996d810ee5ef1734fdc9cac477111ef3da&req=diIiEMh8nYZZWvMW1HO4zQvFLLZbjMT%2FM%2Fw5SJgC29GLEoA19AxNvnJSrsz5%0A3o4IolXlp4lh%2FWaEYck%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2256120763/7652c6c669446113eae75f3c5977/9c74d57e-aaa2-4f1c-bfe4-2b9b87fd41ab?expires=1784827800&signature=88ff9db48df6f1ddb4fbace7da06599ddaaa5ff1c2e3696c8d26693cb3727d50&req=diIiEMh8nYZZWvMW1HO4zQvFLLZbj8PwM%2Fw5SJgC29E0ZkyKiUqUrCrKhsgD%0AJI09UoYH9QN4qRqjSAk%3D%0A) ## How Web Search differs for Claude for Government diff --git a/content/support/14604397-set-up-your-design-system-in-claude-design.md b/content/support/14604397-set-up-your-design-system-in-claude-design.md index 41828f736..d98dba6bf 100644 --- a/content/support/14604397-set-up-your-design-system-in-claude-design.md +++ b/content/support/14604397-set-up-your-design-system-in-claude-design.md @@ -72,7 +72,7 @@ To validate your design system, create a test project and see if the output matc Once you’re satisfied with the design system quality, make sure the “Published” toggle is switched on. After publishing, any projects created from the Claude Design homescreen while in your organization will use your design system instead of the default. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2287527007/b1c46cb8dba4cd7e8bbea85fb0c3/2819c6cf-9ce1-4df5-84c8-feae0164bf2e?expires=1784810700&signature=c9d63c2012e88b8cc01ff3e5ab2e20a08f961003eda72a5cfed0fd4b552603fd&req=diIvEcx8moFfXvMW1HO4zWNHF%2FaDDzsQIQKNMXlu0T%2B3KS%2B%2FgPTnfzgGvBcg%0AriDiIkqPnPdlPtwjXj4%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2287527007/b1c46cb8dba4cd7e8bbea85fb0c3/2819c6cf-9ce1-4df5-84c8-feae0164bf2e?expires=1784827800&signature=b7b5dba6dc326bd9612e10070388353e3653a49c9eca508d8883e69095c1cea5&req=diIvEcx8moFfXvMW1HO4zWNHF%2FaDDDwfIQKNMXlu0T%2BdggbCO9MqEUnxCdM4%0ASr6bmcmT2nc2E4rNiZw%3D%0A) --- diff --git a/content/support/14604406-claude-design-admin-guide-for-team-and-enterprise-plans.md b/content/support/14604406-claude-design-admin-guide-for-team-and-enterprise-plans.md index 9664cab29..eee0d5f9f 100644 --- a/content/support/14604406-claude-design-admin-guide-for-team-and-enterprise-plans.md +++ b/content/support/14604406-claude-design-admin-guide-for-team-and-enterprise-plans.md @@ -18,7 +18,7 @@ Team and Enterprise plan admins can enable this organization-wide by following t 2. Find the **Claude Design** toggle under **Anthropic Labs** and switch it on. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2289240025/8a528b6cccc3ea1001c25953cb14/image.png?expires=1784810700&signature=fb05e69c477edd286edb44d21e56acbc4e9cf4805f55635f0e572ef5c15590fc&req=diIvH8t6nYFdXPMW1HO4zahp3eYAGOYiDIPtKBLQ9H%2BjNGQoZ9MJtLiJaP2D%0AxBseEnlKccae4ns2cgo%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2289240025/8a528b6cccc3ea1001c25953cb14/image.png?expires=1784827800&signature=0a0e4c0af3fdc72e2576eeedad21a4d1e5b3aa2cd188757a5bb46f3779f2855b&req=diIvH8t6nYFdXPMW1HO4zahp3eYAG%2BEtDIPtKBLQ9H9%2B6cr%2BzVNCnZx9kRz4%0ASc%2B9LfeUCUaJQMCTNys%3D%0A) --- diff --git a/content/support/14604416-get-started-with-claude-design.md b/content/support/14604416-get-started-with-claude-design.md index 9ef19802b..d01e8757f 100644 --- a/content/support/14604416-get-started-with-claude-design.md +++ b/content/support/14604416-get-started-with-claude-design.md @@ -153,7 +153,7 @@ Use the “Export” button in the upper right corner when viewing your project - Send to Claude Code Web -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2287510952/553a03eec5cea7b9eff53b473552/6dc33363-38b1-444e-96bb-f8218b588173?expires=1784810700&signature=3089978fdd440dc63d3e75c8bd42d68fc4472886e69dcdfc45717c5912f35298&req=diIvEcx%2FnYhaW%2FMW1HO4zQFD4ShSmm1znfz9ljnuyXT8fo8DWt%2BXEFWlqtQF%0AKcxiqPIsFVvI8c4nOPM%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2287510952/553a03eec5cea7b9eff53b473552/6dc33363-38b1-444e-96bb-f8218b588173?expires=1784827800&signature=bcbf760bd92b59aa966927580fdd543fe3444023d20b6cfc3cbc27fe46529510&req=diIvEcx%2FnYhaW%2FMW1HO4zQFD4ShSmWp8nfz9ljnuyXRhh9GWFqLf1qS%2Fk8XX%0ARyA0pnaxGxz5XimSfOE%3D%0A) You can also share projects within your organization using a shareable link. Sharing options include view-only, comment, and edit access. diff --git a/content/support/15330088-set-a-default-model-for-your-organization.md b/content/support/15330088-set-a-default-model-for-your-organization.md index 60437f70a..a3bd5d7fa 100644 --- a/content/support/15330088-set-a-default-model-for-your-organization.md +++ b/content/support/15330088-set-a-default-model-for-your-organization.md @@ -46,7 +46,7 @@ The organization default applies to every member. To set it: 4. Click “Save changes.” -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2514722139/d05c94072a41ea9090ecf386c53e/c32ee31d-954a-4551-a2da-91677fbd0b6f?expires=1784810700&signature=d4bd6805526b17a56b15149a18c5c4991ea955ed589bb667b37a13b591282e34&req=diUmEs58n4BcUPMW1HO4zelOdzZILEhAfdGVZ664dGEy7wPuOCxULoH3H3WI%0A2h0Cf%2BdYgBCpwwTW5yc%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2514722139/d05c94072a41ea9090ecf386c53e/c32ee31d-954a-4551-a2da-91677fbd0b6f?expires=1784827800&signature=cd2f294de6adf05aee59e6659d7174307a783cc3f2af8881a81be037f15f92de&req=diUmEs58n4BcUPMW1HO4zelOdzZIL09PfdGVZ664dGHzSCecBSkh1Lo8sAJO%0ANikvb42mkMK1iwGQkk4%3D%0A) --- diff --git a/content/support/15402193-restrict-verified-domain-connectors-to-your-enterprise.md b/content/support/15402193-restrict-verified-domain-connectors-to-your-enterprise.md index 3be2c1e08..74576bace 100644 --- a/content/support/15402193-restrict-verified-domain-connectors-to-your-enterprise.md +++ b/content/support/15402193-restrict-verified-domain-connectors-to-your-enterprise.md @@ -10,7 +10,39 @@ When you turn on **Restrict verified-domain connectors to your enterprise**, onl This check relies on the connected service sharing the account's identity during the connection process. For supported connectors, Claude can confirm the email domain of the account being connected and enforce the restriction. When a service doesn't share account identity, Claude can't perform the check and the connection proceeds normally. -**Note:** This setting applies only to specific supported connectors, which you can view in **[Organization settings > Organization and access](https://claude.ai/admin-settings/organization)**. +This setting applies to the following connectors: + +- Airtable + +- Asana + +- Atlassian + +- Canva + +- Figma + +- Gmail + +- Google Calendar + +- Google Drive + +- HubSpot + +- Linear + +- Microsoft 365 + +- Miro + +- Notion + +- Slack + +- Smartsheet + +You can also view the current list in **[Organization settings > Organization and access](https://claude.ai/admin-settings/organization)**. Contact **[our support team](https://support.claude.com/en/articles/9015913-how-to-get-support)** to request additional connectors. For example, someone has two Claude accounts: a personal account using their personal email, and a work account using their work email. The work email is on a domain your Enterprise organization has verified. @@ -66,4 +98,8 @@ No. That setting applies only to Claude in Slack. This setting covers the connec ### What should someone do if their connection is blocked? -Sign in to your organization's Claude account and make the connection there. Anyone who doesn't have a Claude account in your organization should contact their admin for access. \ No newline at end of file +Sign in to your organization's Claude account and make the connection there. Anyone who doesn't have a Claude account in your organization should contact their admin for access. + +### Are all connections on a supported connector covered? + +Coverage depends on the identity information each service provides. In a small number of cases (for example, some Canva Education (.edu) accounts) the service does not share the identity details needed to apply the restriction, and those connections are allowed as normal. Where the restriction can't be evaluated, the connection is allowed rather than blocked. \ No newline at end of file diff --git a/content/support/15694740-manage-model-access-for-your-organization.md b/content/support/15694740-manage-model-access-for-your-organization.md index d195e301d..f1ce2ceda 100644 --- a/content/support/15694740-manage-model-access-for-your-organization.md +++ b/content/support/15694740-manage-model-access-for-your-organization.md @@ -42,9 +42,9 @@ The organization setting is the ceiling, so a role can’t grant access to a mod If any custom role uses the model you’re disabling as its default, you’ll be prompted to change that role’s default before the change can be saved. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2514693921/02ea72756f5163f14e5d158516dc/69102088-cd86-498e-97aa-c8a6e0004419?expires=1784810700&signature=1c3f088c73d2f3e891e61cd8d78e768de66e335089c80dcc178f1f089046a52c&req=diUmEs93nohdWPMW1HO4zXlxEuOxVtFQQf5Pb7M2Q0tHSsPrVdPM%2F0AqTwfm%0AqN%2BknAqss0BT3R8U4DY%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2514693921/02ea72756f5163f14e5d158516dc/69102088-cd86-498e-97aa-c8a6e0004419?expires=1784827800&signature=b4efd81bc3a7ca0f260fa4e47b4d29ca895eb022ecf83af0f5bb9a75404c084d&req=diUmEs93nohdWPMW1HO4zXlxEuOxVdZfQf5Pb7M2Q0uK3SOFuXUV1jUK1o69%0A3O5zl6eVQebQ39tY9JY%3D%0A) -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2514693922/bfc5de6626eb19dca1d7caf818ca/c3cd8bb6-f86c-4d01-92da-6ae4ca966662?expires=1784810700&signature=6b63c623b07d13b1590424177d3ad5ea5fedd0b6cd9c48b5bc9111af1e368321&req=diUmEs93nohdW%2FMW1HO4zTqNsY3NR1hQAod9uc510lwH2htWi6qCRCqamcFA%0Aqiq%2FKDhWWk0THSCdZsc%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2514693922/bfc5de6626eb19dca1d7caf818ca/c3cd8bb6-f86c-4d01-92da-6ae4ca966662?expires=1784827800&signature=09174f9f22e618ded8befac314d83a639ffd208a3d5a78407431bf5da3a99b20&req=diUmEs93nohdW%2FMW1HO4zTqNsY3NRF9fAod9uc510lyl%2BkSxQhYQimBZgrCd%0ALDRHrqRHHSVbPraMsbc%3D%0A) --- @@ -62,7 +62,7 @@ If any custom role uses the model you’re disabling as its default, you’ll be Only models the role grants access to can be selected as that role’s default model. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2514693923/880665a87dbd4776cf19d6063a37/29d30c6d-f9fc-408c-8c72-4320c6d88d14?expires=1784810700&signature=7f95820795417c90f576c8ccac95fea4d36d935ef3c7fddc1982eb2f10089599&req=diUmEs93nohdWvMW1HO4zYj9SfEL7IG6XsqpNqvyFRIRi4%2FqQgVMnaqphOZX%0AGj5lfEbUCeYU%2Fdreezw%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2514693923/880665a87dbd4776cf19d6063a37/29d30c6d-f9fc-408c-8c72-4320c6d88d14?expires=1784827800&signature=8a86151df4f0633c7333b6b3dc2a85a4a1987a5bea50fa3d485a9aa00439f048&req=diUmEs93nohdWvMW1HO4zYj9SfEL74a1XsqpNqvyFRL9jls4941I9vvmfc7y%0A9JXMLmUKVnqrgNgNO00%3D%0A) --- @@ -80,7 +80,7 @@ Effort limits determine how much computation members on a role can apply per res 5. Click "Save" to save your changes. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2514693927/7a25673b3b075d72adb3cdc371e3/d2d7cd8d-a713-4e91-a706-f589ac46a9fe?expires=1784810700&signature=f6b460e0a45d8e5cd3750d1fef19f5e12265f2c529230537726e366eab1e4e8b&req=diUmEs93nohdXvMW1HO4ze1xBje0crkeDeA1RkowXUERjsL4E4eW9HVEtv5q%0AYIQ4HHAh6gDlZKHjuMY%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2514693927/7a25673b3b075d72adb3cdc371e3/d2d7cd8d-a713-4e91-a706-f589ac46a9fe?expires=1784827800&signature=7282361f429e55656ee0688ed3adb9281937b9f78061ea1a12ab22ec04d1714b&req=diUmEs93nohdXvMW1HO4ze1xBje0cb4RDeA1RkowXUGGTsz0RrjU9Urcjt%2Ft%0AsdIT9UyoIbGbxf1iXnw%3D%0A) Members on the role see only effort levels at or below the cap in their model menu. Note that available effort levels differ depending on the model, and some models don’t support effort level settings at all. For an explanation of each level, see **[Change the model, effort, and thinking settings](https://support.claude.com/en/articles/8664678)**. diff --git a/content/support/15936181-get-started-with-1password-for-claude.md b/content/support/15936181-get-started-with-1password-for-claude.md index 4e7c71935..0d4da88c0 100644 --- a/content/support/15936181-get-started-with-1password-for-claude.md +++ b/content/support/15936181-get-started-with-1password-for-claude.md @@ -52,7 +52,7 @@ Once the requirements are in place, you can set up 1Password from a few places i 4. Toggle on **Password managers**: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2546126596/ba71ca47e2df21cec62c243831f8/5b1c67e1-607d-4c73-8f61-d1ceb081082a?expires=1784810700&signature=c25c11fe3eb542ad6e20b0a73e16284a1171a9639119f2e1b5a85ede74cd3c40&req=diUjEMh8m4RWX%2FMW1HO4zU5lnm9mrMVkGkiu4hEpcPUiCCCLx5HD1MBLj95j%0AWaXeRHMnFY9bfeBgnVY%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2546126596/ba71ca47e2df21cec62c243831f8/5b1c67e1-607d-4c73-8f61-d1ceb081082a?expires=1784827800&signature=dc69331932475b8bd1ab326f2385f26972df46eea1e79c1e612dc9c880be636a&req=diUjEMh8m4RWX%2FMW1HO4zU5lnm9mr8JrGkiu4hEpcPWo2vvYhqI6SIe3vHhz%0ASOV2hjYDYXwACFXKWFA%3D%0A) Once enabled, eligible users will see the discovery options above. Users still need to install and set up the required apps and extensions themselves. diff --git a/content/support/8114491-get-started-with-claude.md b/content/support/8114491-get-started-with-claude.md index 361a24795..6ca1daf8a 100644 --- a/content/support/8114491-get-started-with-claude.md +++ b/content/support/8114491-get-started-with-claude.md @@ -36,7 +36,7 @@ You use **prompts** to communicate with Claude. The best approach is to speak to Type your prompt into the chat interface and click the submit button to start a conversation with Claude. You can click the "+" button in the lower left or type "/" to view additional options and commands: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1916208578/2cf2ea52f1f884084b57983a8805/image.png?expires=1784810700&signature=553eed00e90f42b4369877288489ad055377ef2c6f88efb9368d4aecf8c86207&req=dSkmEMt%2BlYRYUfMW1HO4zV2J7SvCtYeG9crMELaMZPwm7rlO8fWQIy7cqinV%0AN%2FFSHg5yCf9im328yLk%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1916208578/2cf2ea52f1f884084b57983a8805/image.png?expires=1784827800&signature=6ffdd0b4e21bb720e809c85fa25592afd7024d3471413799d3da9b55fd812e44&req=dSkmEMt%2BlYRYUfMW1HO4zV2J7SvCtoCJ9crMELaMZPxUrxjCMnkYdM3V9MaV%0Ae2EB%2Fj8yzUkaM1%2FPLKA%3D%0A) --- diff --git a/content/support/8230524-how-can-i-delete-or-rename-a-conversation.md b/content/support/8230524-how-can-i-delete-or-rename-a-conversation.md index 53dc09fc7..47ff101c4 100644 --- a/content/support/8230524-how-can-i-delete-or-rename-a-conversation.md +++ b/content/support/8230524-how-can-i-delete-or-rename-a-conversation.md @@ -12,7 +12,7 @@ To delete or rename an individual conversation: 3. Select either "Delete" or "Rename" from the options that appear: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1621955348/4844057e0f0847b580b95bc01625/Screenshot+2025-07-15+at+11_43_18%E2%80%AFAM.png?expires=1784810700&signature=9c50b98f64ec51fcc3311c4c00d86e252ab1e09de3b4868d7e31fc49bcd2645d&req=dSYlF8B7mIJbUfMW1HO4zVBo5Of%2FbIBdt5RK2C3E1TdovuraLLMXwji9giyF%0AR2vyH57Xuj5LdeQjsk8%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1621955348/4844057e0f0847b580b95bc01625/Screenshot+2025-07-15+at+11_43_18%E2%80%AFAM.png?expires=1784827800&signature=0f158673ae5c4165131560c630480a7e9d289dfdb28a1fbbbcb42f0447bbf8c3&req=dSYlF8B7mIJbUfMW1HO4zVBo5Of%2Fb4dSt5RK2C3E1TfNMl2okBNmWWOdK7Bz%0AKMOuA1NRJiktK%2FtTsVw%3D%0A) ## Deleting conversations in bulk diff --git a/content/support/8287232-verify-your-phone-number.md b/content/support/8287232-verify-your-phone-number.md index 5f65f5a1c..20b7adc61 100644 --- a/content/support/8287232-verify-your-phone-number.md +++ b/content/support/8287232-verify-your-phone-number.md @@ -2,7 +2,7 @@ When you first create a Claude account, you’ll be asked to enter your phone number from a **[supported location](https://support.claude.com/en/articles/8461763-where-can-i-access-claude)** to receive a verification code via text message: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1893173143/de034a2e7d9a6ae1f703cf867afd/image.png?expires=1784810700&signature=ee5c65d9fda22198ea1c366be331bf1f3436ace9ca42d54cb512966326941e5c&req=dSguFch5noBbWvMW1HO4zVIf8JRr3Sp9oTnI%2BoMZk7fFzJhrtaHBcLJ6CAsh%0AMdn9ghC%2F5jRDAaqlom4%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1893173143/de034a2e7d9a6ae1f703cf867afd/image.png?expires=1784827800&signature=625fc4cf18592bc6dc8a68488f526233e1c661b2d4cb5ff373bdf51e6bdf990c&req=dSguFch5noBbWvMW1HO4zVIf8JRr3i1yoTnI%2BoMZk7f2jLr3W9l7jUi70lGc%0AaIA%2BUNFh8lxxokv2xHc%3D%0A) Once you receive the text message with the code, type it into the box and click “Verify code.” This will complete the verification and account creation process and allow you to start chatting with Claude. diff --git a/content/support/8325618-paid-plan-billing-faqs.md b/content/support/8325618-paid-plan-billing-faqs.md index 2a5004424..6d9a9d9f8 100644 --- a/content/support/8325618-paid-plan-billing-faqs.md +++ b/content/support/8325618-paid-plan-billing-faqs.md @@ -50,7 +50,7 @@ There's no separate option to remove a card, and updating to a new card replaces If you want to use a name other than the one tied to your payment method, check the "Use a different name on invoices" box when adding or updating your payment method in **[Settings > Billing](https://claude.ai/settings/billing)**. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1922141785/666191101c11030b05f03a668a74/image.png?expires=1784810700&signature=277604fe317ec1dd06e23b9f1dd6e4e798bddc10a3aadf99ea58ba39d65a2aa2&req=dSklFMh6nIZXXPMW1HO4zVXW8GmjajPLQoNvNFTb5ceh2v2autQ2NK6p3JOl%0AI8nsOvu5HkIWPgJ0zdc%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1922141785/666191101c11030b05f03a668a74/image.png?expires=1784827800&signature=cb6e56fc38e4432d56f1d991780a74ec45424b2071d47a55b419c185ea9df2e1&req=dSklFMh6nIZXXPMW1HO4zVXW8GmjaTTEQoNvNFTb5cfge169stw1W9O85Y6v%0ANuhhvRM%2FslX%2Fjz1qktQ%3D%0A) ## How can I edit a paid invoice? diff --git a/content/support/8606378-how-do-i-use-the-workbench.md b/content/support/8606378-how-do-i-use-the-workbench.md index 163e65325..14c47584c 100644 --- a/content/support/8606378-how-do-i-use-the-workbench.md +++ b/content/support/8606378-how-do-i-use-the-workbench.md @@ -68,15 +68,15 @@ Code examples in our documentation include an "Open in Workbench" option, which Workbench (legacy) allows you to create and test prompts within your Claude Console account. You can enter your prompt into the "Human" dialogue box and click "Run" to test Claude's output. Click on the + icon in the upper left to create a new prompt, or click on the bulleted list icon to see prompts you've tested in the past: -![](https://downloads.intercomcdn.com/i/o/888021849/31a22a0dc4d1fc4b605cc8ee/Screenshot+2023-11-19+at+4.21.51+PM.png?expires=1784810700&signature=ce7c73e93d6bd698ab375254439e21972c31f1f6c53c63632a4017ad61001c8c&req=fCgvFst%2FlYVWFb4f3HP0gKWhcDMN0kFbOkmmaOsi7IBHzfm1zLtITJnOFfjq%0Anow4TnfwqHtXcZGs6g%3D%3D%0A) +![](https://downloads.intercomcdn.com/i/o/888021849/31a22a0dc4d1fc4b605cc8ee/Screenshot+2023-11-19+at+4.21.51+PM.png?expires=1784827800&signature=416cf7d5089d6737c6e976d9b4c9c6d61fdb4545eb026ebb7602b939ab9c8c5a&req=fCgvFst%2FlYVWFb4f3HP0gKWhcDMO1U5bOkmmaOsi7IB2w1htCHRckyTkGjfM%0AOasdMrxbC9m2uIA3Tw%3D%3D%0A) Workbench (legacy) also allows you to configure several settings when prompting Claude. You can click on the slider icon to review your model settings. This allows you to select the model, temperature, and max tokens to sample: -![](https://downloads.intercomcdn.com/i/o/888023061/61e26396355f6f6cd506d7e4/Screenshot+2023-11-19+at+4.09.28+PM.png?expires=1784810700&signature=929211d6c06641d3a6b7d30904be92ff7dbf713f4d6d93930fb8d4f55ddeccd0&req=fCgvFst9nYdeFb4f3HP0gN55XdrROYO3DUq7%2BRvcmSPl4t5Y4%2Bc9S%2FyD7iQG%0A7Mpy7BN3ozGFPQETAA%3D%3D%0A) +![](https://downloads.intercomcdn.com/i/o/888023061/61e26396355f6f6cd506d7e4/Screenshot+2023-11-19+at+4.09.28+PM.png?expires=1784827800&signature=b37b0ab134ce31aa7d0f1ed38f0e1fcd18e64f2e287cbb29c6e150758f056b88&req=fCgvFst9nYdeFb4f3HP0gN55XdrSPoy3DUq7%2BRvcmSP%2FlZHoGmDG%2B1GYVXE3%0AAxDUMSiJ%2BKxTekQw7w%3D%3D%0A) After crafting your prompt, click on the "Get code" button to generate a sample using our Python and Typescript SDKs: -![](https://downloads.intercomcdn.com/i/o/888023545/b12afe07f16f079daff7587d/Screenshot+2023-11-19+at+4.28.27+PM.png?expires=1784810700&signature=5c3d8e6664164e4e453905a34450b5a165295c6738c5c933c0cb8c9ff522cab7&req=fCgvFst9mIVaFb4f3HP0gEZTsDCf4uPrRWixPJbjiQc1fVmgW1Z06HbG1gUp%0AD73zG0BE6w3kQwMS9w%3D%3D%0A) +![](https://downloads.intercomcdn.com/i/o/888023545/b12afe07f16f079daff7587d/Screenshot+2023-11-19+at+4.28.27+PM.png?expires=1784827800&signature=10e3872062777ba40ed5fd25a37f3066f5832e87cbbe932b5473f6d5fda198ca&req=fCgvFst9mIVaFb4f3HP0gEZTsDCc5ezrRWixPJbjiQclWdX76zUa0u67vzLH%0ArGMvxB%2BbjS3vwDh25w%3D%3D%0A) ## How can I access my previous work and prompt history in Workbench (legacy)? @@ -88,7 +88,7 @@ You can access your previous Workbench prompts on your Console account by follow 3. Click the "List prompts" button on the upper left corner of the page, next to the "+" button to create a new prompt: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1945992985/45a8969fb6cec956bd44fb5c4ba7/CleanShot+2026-01-15+at+12_07_22%402x.png?expires=1784810700&signature=76910a2fcf6e695a7db391b17b01fa40c1567fb852f95cb95de080c05348176e&req=dSkjE8B3n4hXXPMW1HO4zQQ9sFUBNnO%2FTyGSpkcb8MVJUGS74rWFbiTBQTv9%0AgCZiwdx%2Fovg1%2FaNpic4%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1945992985/45a8969fb6cec956bd44fb5c4ba7/CleanShot+2026-01-15+at+12_07_22%402x.png?expires=1784827800&signature=9eee8bb86e297b8a20d7830c21d564da38ba9533075d10eb00d0833547628208&req=dSkjE8B3n4hXXPMW1HO4zQQ9sFUBNXSwTyGSpkcb8MV8EJ4OEpDS4MCQFHkV%0A24dD%2BslxLtR2MU0TlBY%3D%0A) 4. A list of your previously-saved prompts will appear. diff --git a/content/support/8887527-customizing-your-appearance-settings.md b/content/support/8887527-customizing-your-appearance-settings.md index 6ddcc9f69..bf76de29f 100644 --- a/content/support/8887527-customizing-your-appearance-settings.md +++ b/content/support/8887527-customizing-your-appearance-settings.md @@ -8,7 +8,7 @@ 3. Select from Light, Match System, and Dark under **Color mode**. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1648260417/d478c757c7115ad58a12026d4caf/AD_4nXc__Qop4X9hknWGfGj_y_DCpLutLruhxIclJIfir0ilsgNMg7X8ksIVnqk1Oce5FKlGIOYu9CKbVsu8DqD7iIY2aC0ZfXMyFTeAdNq-Cao2mXcj_WUpNF0kM2HoYR_dEx6N_cuJow?expires=1784810700&signature=ad827ecab9733682d6b24ca52628ac98dc6ba43d281ce53412b210afc8836d75&req=dSYjHst4nYVeXvMW1HO4zc2jJ6Y1gYvjSBkgeTglJrouHHA07V50K9hv%2FFIf%0A01LQjI0cIoE2U2B8N0Q%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1648260417/d478c757c7115ad58a12026d4caf/AD_4nXc__Qop4X9hknWGfGj_y_DCpLutLruhxIclJIfir0ilsgNMg7X8ksIVnqk1Oce5FKlGIOYu9CKbVsu8DqD7iIY2aC0ZfXMyFTeAdNq-Cao2mXcj_WUpNF0kM2HoYR_dEx6N_cuJow?expires=1784827800&signature=58b8edb29012f6cca92656b32841cbdc9e55ecfdd51e9de96a58af2f5ffa825e&req=dSYjHst4nYVeXvMW1HO4zc2jJ6Y1gozsSBkgeTglJrrKypXTqcX0yGWqm%2FsR%0AbV18JCItaFkRckriv4k%3D%0A) ## How to change your font @@ -16,10 +16,10 @@ 2. Select from Default, Match System, and Dyslexic Friendly. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1648260416/7fc0803d44d8de40f8e6636b2eb6/AD_4nXf0UEDa1i2QmqlQtoB5BgpQ-FfZVzss_7wMVQdvkmEDSfoTxixnG0GSxC6qrOs21HdkXH-I2Yn_GHDAf8yjd6FJtoh9FadALozvIErFp9r8LychDGLPb7OpN1CN4PRcgVAYNCre?expires=1784810700&signature=e6ffc6e220f5fb19e53b7ddbb1d7d22739bad47e11f9e6d1fcd5ef5319fde6c2&req=dSYjHst4nYVeX%2FMW1HO4zc8962TtXHE7QtNFlF5%2FHEdka3gWLnWot1ga%2FJt8%0AoKDztwZmNfzTGPLXaFk%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1648260416/7fc0803d44d8de40f8e6636b2eb6/AD_4nXf0UEDa1i2QmqlQtoB5BgpQ-FfZVzss_7wMVQdvkmEDSfoTxixnG0GSxC6qrOs21HdkXH-I2Yn_GHDAf8yjd6FJtoh9FadALozvIErFp9r8LychDGLPb7OpN1CN4PRcgVAYNCre?expires=1784827800&signature=b88a47cdfa06c56e6f8ca7d61342afa3662cb1df5bb966c4ba508248bec64f67&req=dSYjHst4nYVeX%2FMW1HO4zc8962TtX3Y0QtNFlF5%2FHEfT2Gj5Tr%2B0VAfn8q5p%0AyXtPHnah4O3Y4OVKH1M%3D%0A) ## Can I disable the sidebar? It's not currently possible to completely disable the sidebar. You can click the button on the top right of the sidebar to open or close it. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1941108004/5217903737ddd9bb62fe5d7a904c/CleanShot+2026-01-14+at+09_12_58.png?expires=1784810700&signature=fe26d28ed0088cf14ec5b2c168bf5250cc5d5d229bbbb1f682938b942fe545be&req=dSkjF8h%2BlYFfXfMW1HO4zUS%2BB1v%2BWHvoylfYa7uDb9mwStpFQyJdP6edqiZA%0Ak5aUDbG9%2F6cST3gPqiY%3D%0A) \ No newline at end of file +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1941108004/5217903737ddd9bb62fe5d7a904c/CleanShot+2026-01-14+at+09_12_58.png?expires=1784827800&signature=3577c0abb51a958f0766d1c4ff777ee3bfb706c8dbf39ea90e53304f858dcd78&req=dSkjF8h%2BlYFfXfMW1HO4zUS%2BB1v%2BW3znylfYa7uDb9kPKJJHGgQHIN7JLpMu%0ANsZqV89b8NJGt8dE5fM%3D%0A) \ No newline at end of file diff --git a/content/support/9028421-how-can-i-delete-my-claude-account.md b/content/support/9028421-how-can-i-delete-my-claude-account.md index 4561d03f1..e1c8010cd 100644 --- a/content/support/9028421-how-can-i-delete-my-claude-account.md +++ b/content/support/9028421-how-can-i-delete-my-claude-account.md @@ -2,7 +2,7 @@ Once you are logged in, click your initials or name in the lower left corner and select "Settings." Navigate to **[Settings > Account](https://claude.ai/settings/account)** and click the "Delete account" button: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2274267534/e7064e2657b1bd20031ba40da11c/CleanShot+2026-04-14+at+09_48_08.png?expires=1784810700&signature=245d1d7055c25396d45b7c3e23e8433e07bb113e59b5ec0696149550c79beda6&req=diIgEst4moRcXfMW1HO4zeqzlXgGJ4H7oVDupr7i4TGFcA4DZUKS1oO1YDRJ%0A%2FM38s74eAjwsE4gAJQQ%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2274267534/e7064e2657b1bd20031ba40da11c/CleanShot+2026-04-14+at+09_48_08.png?expires=1784827800&signature=763e89191aec12ff4444052b0e610b7909be663a6cb565cf90eb2cf63abaf4e9&req=diIgEst4moRcXfMW1HO4zeqzlXgGJIb0oVDupr7i4TE9NGdX%2FqyvVnQh5cw4%0AYqQ0eJUt%2FQVJ5EeKpVo%3D%0A) ## Considerations for paid Claude accounts @@ -20,4 +20,4 @@ If you have multiple accounts associated with the same email address, you'll nee There are some scenarios where you will need to **[contact our team](https://support.claude.com/en/articles/9015913-how-to-get-support)** to delete your account. If this is the case, it will be noted in your account: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1584796811/331afc5dc61eec6f72786155b782/Screenshot+2025-06-23+at+1_54_23%E2%80%AFPM.png?expires=1784810700&signature=9913197520a2bf1d7d6960fd9b9a1f68c3f894939f4cd03f0d506c0978bcd594&req=dSUvEs53m4leWPMW1HO4zXW0qxEDGopcVOsMorzl%2B%2FS7GGA%2BWXccr%2BPLmoEp%0AeLh2PLEaMdrAkPSRdy0%3D%0A) \ No newline at end of file +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1584796811/331afc5dc61eec6f72786155b782/Screenshot+2025-06-23+at+1_54_23%E2%80%AFPM.png?expires=1784827800&signature=2e5ffc37e595d404f07915c674fb4fd2cf2729ac094cc3ec2f489786156766a3&req=dSUvEs53m4leWPMW1HO4zXW0qxEDGY1TVOsMorzl%2B%2FTyYPz632ksMJ9Swk2Q%0A1uFwbOQg4jzeaI151o8%3D%0A) \ No newline at end of file diff --git a/content/support/9267400-move-your-personal-claude-account-to-a-team-or-enterprise-organization.md b/content/support/9267400-move-your-personal-claude-account-to-a-team-or-enterprise-organization.md index b3446e4c0..8907b5b4d 100644 --- a/content/support/9267400-move-your-personal-claude-account-to-a-team-or-enterprise-organization.md +++ b/content/support/9267400-move-your-personal-claude-account-to-a-team-or-enterprise-organization.md @@ -46,6 +46,8 @@ Both paths move the same content for each person. - Claude Code cloud sessions (web, scheduled tasks, and mobile) +- Claude Design systems and projects + ### Before you migrate 1. Export any custom skills you want to keep. @@ -118,7 +120,7 @@ For the full walkthrough of your options, deadlines, and what happens to your su You may have both a personal account and an organization account tied to the same email address. You can switch between them by clicking your initials or name in the lower left corner of the screen. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2312193347/712f763fc290b2488c103849f20c/0c135a6f-3442-4ee1-9ab7-98673f03ef6e?expires=1784810700&signature=41ef1b3ac2825c914794b7a798c8a0aaf2d39a2569384ad0ba6231e5a64a0ae3&req=diMmFMh3noJbXvMW1HO4zXhPndQ%2ByR9mufhmlOXMdYb71rJe%2BCRMVW8AZN4U%0AvSR7kiE16NuKBtV3swI%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2312193347/712f763fc290b2488c103849f20c/0c135a6f-3442-4ee1-9ab7-98673f03ef6e?expires=1784980800&signature=60dd26570ec852f287947ea441dc00725b00f80543b7871f8db89cf436e515e8&req=diMmFMh3noJbXvMW3nq%2BgXydQ01U6E4GA%2BRl6PawEbkBcMal7lXa29fQpgQy%0AQMuNxSYRF5bjFF01396GbN7Drc4%3D%0A) A blue checkmark shows which account you're currently using. Click the other account to switch to it and access its separate conversations and projects. diff --git a/content/support/9519177-how-can-i-create-and-manage-projects.md b/content/support/9519177-how-can-i-create-and-manage-projects.md index 5b8000933..1e5b00203 100644 --- a/content/support/9519177-how-can-i-create-and-manage-projects.md +++ b/content/support/9519177-how-can-i-create-and-manage-projects.md @@ -90,7 +90,7 @@ Starring a project allows for quick access from your projects and chats list, vi 3. Select "Star" from the menu that appears. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1584571648/2a3c5e2ea9f13a61365e02cb3d54/Screenshot+2025-06-23+at+11_19_50%E2%80%AFAM.png?expires=1784810700&signature=8005e24edaff4b46c9c91b84664ac65aac00e553895faab41785a48c3c84bbe9&req=dSUvEsx5nIdbUfMW1HO4zYgMo0CD5ltc9NE33p2Jnb8E59dqnXvU037KcXWC%0AlcNa2AUrLUmi28QH7ng%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1584571648/2a3c5e2ea9f13a61365e02cb3d54/Screenshot+2025-06-23+at+11_19_50%E2%80%AFAM.png?expires=1784827800&signature=6aeeb09ad3f3118e5f52a8ff79a0797222346bb4df275d2eb1d60f3cf832e48a&req=dSUvEsx5nIdbUfMW1HO4zYgMo0CD5VxT9NE33p2Jnb8tZf%2BNyeBDHekdLCd0%0AxMx2GYtJ7WWt%2FofQ%2BDA%3D%0A) ### From the project @@ -100,7 +100,7 @@ Starring a project allows for quick access from your projects and chats list, vi 3. The project will now appear in your starred items in the left side panel of your account. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1584571995/a5c91a7ee55606f5006e9c023696/Screenshot+2025-06-23+at+11_20_28%E2%80%AFAM.png?expires=1784810700&signature=b69eb7455b5c03f22e200cb98ef19719b69ee1a942b6f801aa36032b68c50467&req=dSUvEsx5nIhWXPMW1HO4zZOc0IdmynHgOGS2ma2coPxG8Z1We71W0iNCYBhj%0AbM6STbhmRCtdZ5nGI2o%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1584571995/a5c91a7ee55606f5006e9c023696/Screenshot+2025-06-23+at+11_20_28%E2%80%AFAM.png?expires=1784827800&signature=5f7001638969ffb84e8ba1f3ea8780288c006376f647d71834a6da003306c3e7&req=dSUvEsx5nIhWXPMW1HO4zZOc0IdmyXbvOGS2ma2coPy%2FnMiibVon28Rp404o%0A2VTuos9kOlex6bni1Qs%3D%0A) --- @@ -108,19 +108,19 @@ Starring a project allows for quick access from your projects and chats list, vi You can move a standalone chat into a project by clicking on the dropdown arrow next to the chat name, then “Add to project”: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1784190248/0f19c8de18b494a27be252fdfaff/d4e7a5c5-25f5-4623-862b-c593d2dc0b39?expires=1784810700&signature=ca23d35c86811f000ac6a7892369716dc1531507581bd827109c536b314bace3&req=dScvEsh3nYNbUfMW1HO4zQABaWVkS6ASBSXNVFXQ%2FVHkX4zU20mfUxPRxle1%0Ab09fuKRZuXPbbSkOrZM%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1784190248/0f19c8de18b494a27be252fdfaff/d4e7a5c5-25f5-4623-862b-c593d2dc0b39?expires=1784827800&signature=662de315c110c6fdb3a3d8cf5b253f4f15aec4bba8e9f59c6d5c9588c9de1b92&req=dScvEsh3nYNbUfMW1HO4zQABaWVkSKcdBSXNVFXQ%2FVEdIquSD3cvvFbKC3xb%0A4inzAr1F3t7Gu1iVdsQ%3D%0A) Browse or search for the correct project in the **Move chat** modal that appears, then click on it to move the chat. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1784190951/34dc256ccd4c0cf74976f31062e6/55365cf2-059d-41b2-ac95-4b00c4389a76?expires=1784810700&signature=1bfdb947cbd7cd63cbc4b971b4edf2a9f8c2269bd4efc637980d4426151035ee&req=dScvEsh3nYhaWPMW1HO4zSMECiS4ygkGgYbpTjViBxBQEDeihIdZs0DJgg5b%0ABtkXix4nu8al%2BMFBv7Q%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1784190951/34dc256ccd4c0cf74976f31062e6/55365cf2-059d-41b2-ac95-4b00c4389a76?expires=1784827800&signature=a898cb234d3001b3d65bbb6785a056e14681985504fad4e7b3deddf42c105ba3&req=dScvEsh3nYhaWPMW1HO4zSMECiS4yQ4JgYbpTjViBxADFU68dK2PhonGkBxW%0AyN2mdRdVbnOe1OX%2BEYM%3D%0A) You can also remove chats from projects, or move them between projects, using the same dropdown menu within the chat: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1784185682/8625eac15b9fa452f148a6c47250/c53a1bc4-a991-4684-a789-5447ed789d35?expires=1784810700&signature=d98f0b8002686e1b899b1973a16d52021d8ae1134cf0c8fb0cac8841b4682913&req=dScvEsh2mIdXW%2FMW1HO4zb6DuPMkD0UNS2r1%2FGRlqOQOqvptkDjgubFVMUgT%0AaSqjMA%2BtJfOd4pK6QIQ%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1784185682/8625eac15b9fa452f148a6c47250/c53a1bc4-a991-4684-a789-5447ed789d35?expires=1784827800&signature=ddc0dc66b8870f0015e8b65234ecd399ba2d8bb1a058bdac504292df675968ba&req=dScvEsh2mIdXW%2FMW1HO4zb6DuPMkDEICS2r1%2FGRlqORv0Qlj8uU0xCt%2B3uzk%0A1vtKisC9y5GzR%2BFzIss%3D%0A) You can move chats into projects in bulk from **[Your chat history page](https://claude.ai/recents)**: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1784185685/bb960063204592db277a4ba62d8d/ebbf5c69-da79-4e56-9d87-f2a97a22fe67?expires=1784810700&signature=956fc14396329b76732b436216f2dec6fdc573ac48ef627e330f101c8f4fb2b6&req=dScvEsh2mIdXXPMW1HO4zbParUhB6PqkuQSB0Ebsw9efmRMAwoXpLhRv8q66%0Apv%2FINwwHd7VDo4G%2F8oU%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1784185685/bb960063204592db277a4ba62d8d/ebbf5c69-da79-4e56-9d87-f2a97a22fe67?expires=1784827800&signature=8471be74ec7123573a906d3b4a8edda94ed9df66ad4e03af9d773fe82979d1cf&req=dScvEsh2mIdXXPMW1HO4zbParUhB6%2F2ruQSB0Ebsw9cvhOag4R6uE3FavJcL%0ASegtlr8T2UMyRc%2FbpcI%3D%0A) Select the chats you want to move, then click the icon next to the number of selected chats to move them into your project. @@ -174,7 +174,7 @@ There are two ways to make archived project active again: 3. Select "Unarchive" from the menu that appears. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1784203118/6490446438392ddbe9fd523f0d81/Screenshot-2B2025-07-09-2Bat-2B11_38_30-E2-80-AFAM.png?expires=1784810700&signature=0f833486abd9a93e167f5775115ed529912d4addaa8c07f838e0f96af5dafd4c&req=dScvEst%2BnoBeUfMW1HO4zeHswThvuixJSqvQQeeJTp%2FtfI%2FX%2BPgeNRMJm0L4%0A8xaq%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1784203118/6490446438392ddbe9fd523f0d81/Screenshot-2B2025-07-09-2Bat-2B11_38_30-E2-80-AFAM.png?expires=1784827800&signature=d94f22471f93ff82629e31d58cb3d3f65519a1ee0f36ee75968655f72738f2fb&req=dScvEst%2BnoBeUfMW1HO4zeHswThvuStGSqvQQeeJTp%2B%2FI7Ib5%2FlvVxRajGjX%0A5cdK%0A) ### From the project @@ -184,7 +184,7 @@ There are two ways to make archived project active again: 3. Confirm that you want to unarchive the project. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1584543869/87d1308b507e2f62827757ec0b61/Screenshot+2025-06-23+at+10_59_50%E2%80%AFAM.png?expires=1784810700&signature=ab471624d4991bed838f30d1d2f2daf30f9479129b4dc4b5e2bccb0b297931fc&req=dSUvEsx6nolZUPMW1HO4zVDg%2FdgDTq9m%2BOxOx8zCzkZAsNMnaGEjHKOrUm5e%0AuHpulMV24OJiyiJrKjw%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1584543869/87d1308b507e2f62827757ec0b61/Screenshot+2025-06-23+at+10_59_50%E2%80%AFAM.png?expires=1784827800&signature=0b04a46c555fd7ea21557c1c2740f9552db13386783fc07a9675018b3cf353a0&req=dSUvEsx6nolZUPMW1HO4zVDg%2FdgDTahp%2BOxOx8zCzkacUxm7wjDJZ0Nt8sBm%0AUTBLWpIEgcONmVz43co%3D%0A) --- @@ -202,7 +202,7 @@ There are two ways to make archived project active again: 4. Confirm deletion in the pop-up by clicking "Yes, delete." -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1784203814/66200261afca3b2d6533a0ec8de9/Screenshot%2B2025-07-09%2Bat%2B11_34_02-E2-80-AFAM.png?expires=1784810700&signature=f3214289f615bd99ea6cc8bc47b7b09875cec23a859a2581a039f0232a2e3ea9&req=dScvEst%2BnoleXfMW1HO4zUvE4tPHMyl9gwQJrerRpXd7g6PxYVQWKJqc4kHb%0A%2B5tpMtHsBGe5ukwqNLg%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1784203814/66200261afca3b2d6533a0ec8de9/Screenshot%2B2025-07-09%2Bat%2B11_34_02-E2-80-AFAM.png?expires=1784827800&signature=09b6ab560fbf7992b885a768e8781e1070cdb7219a99d9be5fd3375fdbf964d6&req=dScvEst%2BnoleXfMW1HO4zUvE4tPHMC5ygwQJrerRpXfU3wzRZDPDECJGxDwP%0AQt%2FxLVE4QF2WJSTQNjg%3D%0A) ### From the project @@ -214,4 +214,4 @@ There are two ways to make archived project active again: 4. Confirm deletion in the pop-up by clicking "Yes, delete." -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1611821522/4a3423380f3cf55e2f1540387743/Screenshot+2025-07-09+at+11_34_52%E2%80%AFAM.png?expires=1784810700&signature=6bce8ab63c947e409ae7d317d657e63acf82425300597022a770a39e8bf2c52f&req=dSYmF8F8nIRdW%2FMW1HO4zdEk%2BZgCCg1NH0VF4IAuZvjrUfhXz%2BvJU7AzwEGN%0AItI%2FqawXZ6HqskUUNAU%3D%0A) \ No newline at end of file +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1611821522/4a3423380f3cf55e2f1540387743/Screenshot+2025-07-09+at+11_34_52%E2%80%AFAM.png?expires=1784827800&signature=87bf443a6b90bfc812304a45611fe320d1618fdd5ae31bf83327fc9b2b7d2cc7&req=dSYmF8F8nIRdW%2FMW1HO4zdEk%2BZgCCQpCH0VF4IAuZvi1RfIQ%2BGtFh7g3d%2Fcr%0AF67hnW0tyZGmgxrUfxs%3D%0A) \ No newline at end of file diff --git a/content/support/9519189-manage-project-visibility-and-sharing.md b/content/support/9519189-manage-project-visibility-and-sharing.md index 304427129..81c5c9801 100644 --- a/content/support/9519189-manage-project-visibility-and-sharing.md +++ b/content/support/9519189-manage-project-visibility-and-sharing.md @@ -2,6 +2,8 @@ Project visibility and sharing features are available to users on Team or Enterprise plans. This article assumes that public projects are enabled for your organization. For more information, see **[How can I disable public projects?](https://support.claude.com/en/articles/9927533-how-can-i-disable-public-projects)** +Sharing a project with a group requires an Enterprise plan and is currently in beta. + ## Understand the two project visibility options When creating a project on a Team or Enterprise plan, you can choose between two initial visibility options: @@ -10,7 +12,7 @@ When creating a project on a Team or Enterprise plan, you can choose between two - **Private:** Only invited members can view and use the project. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1740370991/2b6b16e5deff094e073a5b4bb0ea/63197103-24c0-41e5-aebd-9b8f431837bb?expires=1784810700&signature=860ffe7e0aac9bae20bb4a65842d910d30e3e95b4596feb8f44352162355dcab&req=dScjFsp5nYhWWPMW1HO4zd3a2VgsJY6gHK95%2FTFaPykYZy%2FYxuHt6L4n%2BLxE%0AoibvmzrNmKf%2FezXU2go%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1740370991/2b6b16e5deff094e073a5b4bb0ea/63197103-24c0-41e5-aebd-9b8f431837bb?expires=1784916000&signature=10afbc81b141028df02740e16e55bf61bcb71ed0dc7640bd416187be23b1f9f4&req=dScjFsp5nYhWWPMW3nq%2BgeZJIc%2BBNcUz1mMWc7sTq%2BnWFw%2BI1AmmWdOfUVcc%0AcCDqGplXBR5rJvMFHNaOqySbVgE%3D%0A) ## What are public projects? @@ -20,11 +22,11 @@ If you choose to share a project with the rest of your organization upon creatio Yes, you can switch the visibility of a project you created as public to private at any time by opening the project and clicking the “Share” button to the right of the project name: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1740370987/5d5db997e6b42e627ffa62fddf75/4823906b-9535-4a19-b89e-a1003f1e6e68?expires=1784810700&signature=396612246a70a3fa9ea309a88bbc37845657d5dc8c539d25b778d68397883619&req=dScjFsp5nYhXXvMW1HO4zUiDoi3%2FgAYuE8Kp5wh0MSCJOJKonUZynhRUiz6w%0Ab18tHibBSXwxJxDjO3w%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1740370987/5d5db997e6b42e627ffa62fddf75/4823906b-9535-4a19-b89e-a1003f1e6e68?expires=1784916000&signature=a14d965ef904c0e5a76dc15d4410a106e9282982133196382bea0da96007ca64&req=dScjFsp5nYhXXvMW3nq%2BgauQysBNVcqGzkV7xHMI3oTBYcI%2F689AWa7DFL1v%0AbZ9wRWkikZe4TQeqPZNWKc%2FxWxM%3D%0A) Click “Everyone at [your organization]” under **General access** and select “Only people invited” to change the project from public to private: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1740370988/386407facbf3e73d2f5538623a18/69d8ffcd-e1ca-470f-a219-5b88704e41f2?expires=1784810700&signature=6fc0385b92a768e29a82b6b9554740a7f7f6ff79d67f88daa4a74a5e7f70db88&req=dScjFsp5nYhXUfMW1HO4zckCIfZqYyKjl3XeGelDRW0Hodue3bNZZ28QScSc%0A493i0yx5rkxkbublp%2F4%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1740370988/386407facbf3e73d2f5538623a18/69d8ffcd-e1ca-470f-a219-5b88704e41f2?expires=1784916000&signature=347af72bfccc00ee45ccdcae9b09841673f95f522ced116aba3a6331a0f62ff4&req=dScjFsp5nYhXUfMW3nq%2BgR4SCqCCdLOJQqdU7vfwvzTES5ZmNa5qF68qpsOy%0AOfbffzajBem7bEl9mW4LwfxHfx0%3D%0A) ## What are private projects? @@ -34,19 +36,19 @@ Choosing “Only people invited” keeps your project private so that you are th Yes, you can switch the visibility of a project you created as private to public at any time by opening the project and clicking the “Share” button to the right of the project name: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1740370989/f829dcd8bdd88e944322f678323f/9d25eff1-6df3-40be-82eb-ba7fe09187e8?expires=1784810700&signature=fec7337d8d9e80a362dc5a60bb9ab8d18fb3b98ac3c76a0b608edc5166ec7dce&req=dScjFsp5nYhXUPMW1HO4zaSEGleUS7gK2JrJefVtywnRITTtrB9YSJesPGfl%0AW2wgeG8SHDiWCT8SPhQ%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1740370989/f829dcd8bdd88e944322f678323f/9d25eff1-6df3-40be-82eb-ba7fe09187e8?expires=1784916000&signature=646a71b65cfc3c0f97e00f2dd7b41b36c1b8c83422b989c5d543b5e04d601bcc&req=dScjFsp5nYhXUPMW3nq%2BgUpONNyv48aO%2FdE665d8ozYHs9nObn6NYYEXJ45z%0A80v1L%2F0fJg06zX7TmWPgYwxSWeY%3D%0A) Click “Only people invited” under General access and select “Everyone at [your organization]” to change the project from private to public: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1740370990/d173fbc6f030780d30c6d7b8e204/7e47b9d1-89fe-4607-8b5b-f7b06e7ad0d6?expires=1784810700&signature=e9ffe7c7fcc014d435550ec29b26619041cb99f97a8a3b146d993372e4c860a1&req=dScjFsp5nYhWWfMW1HO4zT7Q08yzvAwRAmYRPrgMBZkSvAI%2BnA6DIlKzQtb%2B%0ASFxrDfDiyrSUFrYdMGc%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1740370990/d173fbc6f030780d30c6d7b8e204/7e47b9d1-89fe-4607-8b5b-f7b06e7ad0d6?expires=1784916000&signature=4b408b07923d691fc6827b32c84e09be9316568908c82d70f8dfef65b1c67a36&req=dScjFsp5nYhWWfMW3nq%2BgTfr6qmRNVpdWQX62YaZuU%2BZD4b8OBEYKViIeK9E%0Agx5CjdZTLeXhXpHNgjeZdLk%2B72c%3D%0A) -## Add and remove member access to private projects +## Add and remove access to private projects ### To add members to a private project 1. Click the "Share" button to the right of the project name. -2. In the window that appears, add individual members from your organization using their names or email addresses. +2. In the window that appears, add people from your organization by name or email address. On Enterprise plans, you can also add a group if its visibility settings allow project sharing. Groups appear in the results with a group icon and the label **Group**. 3. Select the appropriate permission level: @@ -70,7 +72,39 @@ This will share the project and knowledge base with the member, but your chats w You can add multiple users at once by copying and pasting a list of email addresses into the **Invite by email** field after clicking “Share”: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1740370992/bf398ea46d3f66fe8212d09606e4/ec04a13f-4d56-43cd-9f23-0cb5933af75b?expires=1784810700&signature=1b3a26f339b6c5a95276e0b1b5edf1e6d785c039a35b2fa151e749302ec10f7f&req=dScjFsp5nYhWW%2FMW1HO4zb8C13ncTwC03jdyj4AFq6bvECY7ZDj4bMXzI3eR%0A%2FXaTQuXK6%2FxBnDwG8og%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1740370992/bf398ea46d3f66fe8212d09606e4/ec04a13f-4d56-43cd-9f23-0cb5933af75b?expires=1784916000&signature=eaa6bc880aeca6ab0ceec283357aa0eb889ac5dd0adc156ae72735e8ad95dce3&req=dScjFsp5nYhWW%2FMW3nq%2BgXqiaM3KpXwBS7aaSmlgFeDg%2BSRZ1nWHjU1Jvs3o%0AzX3nCTls7I7s%2BuIH4IlO26Vnm1U%3D%0A) + +### Share a project with a group + +Sharing a project with a group is currently in beta for Enterprise plans. + +On Enterprise plans, you can share a project with a group instead of adding each member individually. Access follows group membership, so members who join the group later get access automatically, and members who leave lose it. + +Before you can share with a group, an admin needs to turn on **Share projects with this group** in the group's visibility settings. See **[Manage groups and group spend limits on Enterprise plans](https://support.claude.com/en/articles/13799932-manage-groups-and-group-spend-limits-on-enterprise-plans)**. + +1. Click the "Share" button to the right of the project name. + +2. Type the group name in the **Add people or groups** field. + +3. Select the group from the results. + +4. Select "Can view" or "Can edit." + +5. Click "Share." + +A few things to know: + +- A newly visible group can take a few minutes to appear in the picker. + +- Access changes can take up to five minutes to apply. + +- Group members only get access if they're also members of the organization the project belongs to. A group can span child organizations, but a shared project stays scoped to its own organization. + +- Once a project is shared with a group, every member of that group can open it, even if the group isn't visible to their organization. Visibility controls who can find a group in the picker, not who can reach a project that's already shared. + +- If a member leaves a group, they lose access to projects shared through it unless they have access another way. + +- Deleting a group removes its access to any projects shared with it. ### Email notifications diff --git a/content/support/9534590-cost-and-usage-reporting-in-the-claude-console.md b/content/support/9534590-cost-and-usage-reporting-in-the-claude-console.md index 47cb5edf7..799f81af8 100644 --- a/content/support/9534590-cost-and-usage-reporting-in-the-claude-console.md +++ b/content/support/9534590-cost-and-usage-reporting-in-the-claude-console.md @@ -8,7 +8,7 @@ The Claude Console provides detailed cost and usage reporting to help you effect Users with access to these reports can click into them on the left navigation menu on the Console: -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1584654217/db0a977417e38e43639f060d96e0/image.png?expires=1784810700&signature=5fe264ad01156e7553e0525c05d5f515ed17a25e92a5d629f773a830d0d5125a&req=dSUvEs97mYNeXvMW1HO4zYCWiSAQgMaduqqBX2puyxTToopcafMcv%2FP%2FQEXq%0ACuAwLcymRDeNUMVqwvE%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1584654217/db0a977417e38e43639f060d96e0/image.png?expires=1784827800&signature=dc6448e7eb6a46a65f0b1fd65fe5156ac28a6d87f9bdac215a90c095585d1d2d&req=dSUvEs97mYNeXvMW1HO4zYCWiSAQg8GSuqqBX2puyxTqXGdSS1GTyQW2APbt%0AutiXiyM6X%2FPsD3AW5aE%3D%0A) --- @@ -46,9 +46,9 @@ The [Usage page](https://platform.claude.com/usage) offers a detailed breakdown 6. Use the export button to download a CSV of the displayed data. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1584664321/59b50eba0b61e0789f7055fcf9f4/image+%285%29.png?expires=1784810700&signature=58ed59d8c604e4d7968ba06d157df2934ed7612db899717f72a76bc0b3325b5b&req=dSUvEs94mYJdWPMW1HO4zQwER3ciII9hqMITUZbanFB7vHoEoFxMvOvLvZ%2F2%0ALqsKduzXrGj8Q8hlU%2F0%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1584664321/59b50eba0b61e0789f7055fcf9f4/image+%285%29.png?expires=1784827800&signature=cb2be2592bde0948e27c148812ffca7cdf3d869bb0182af4b99108e49527f4b4&req=dSUvEs94mYJdWPMW1HO4zQwER3ciI4huqMITUZbanFAKBoPt%2B0G6Nqo6k33o%0AyvozoO52gPwmO2vffMY%3D%0A) -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1584693386/aed472efe163abcbc14fa32f3699/rate+limited+requests.png?expires=1784810700&signature=81eb898e79090476dd8fa34429f741a04a94d6e9c2a8a3b0672ed39e6d30b8c9&req=dSUvEs93noJXX%2FMW1HO4zRxEwW9F51Fr21D6pckxWMbL%2FbghAfLi3KDsT1o4%0A8RGSK4RxobqchGKcawU%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1584693386/aed472efe163abcbc14fa32f3699/rate+limited+requests.png?expires=1784827800&signature=6a7f1d0353b7efea4453c1766f4752bbd11fc703051246e63f748a896f74a1b7&req=dSUvEs93noJXX%2FMW1HO4zRxEwW9F5FZk21D6pckxWMbxFysRn2fTRhioYq2D%0A6EVBrXa7icq2oo178tE%3D%0A) ### Rate Limit Use @@ -88,6 +88,6 @@ The [Cost page](https://platform.claude.com/cost) helps you understand your spen 5. Use the export button to download a CSV of the cost data. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1584679401/4d0bc8ed08625e1adee414e77030/CleanShot+2025-06-23+at+08_54_40%402x.png?expires=1784810700&signature=21ce74ee5bd902f02f6c5d02895418fb3da8992053c1b99c5be02bb0fd627501&req=dSUvEs95lIVfWPMW1HO4zUR%2Bh5jLUtBmCyIF5nuUsbyax8mVTgBmEhP%2F3AJC%0AK3vPQWpWMLeUTNgbp6k%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1584679401/4d0bc8ed08625e1adee414e77030/CleanShot+2025-06-23+at+08_54_40%402x.png?expires=1784827800&signature=6b63cc969dddcb778781e197c851513d038a91ac29757a9aec1e0048ae8a5442&req=dSUvEs95lIVfWPMW1HO4zUR%2Bh5jLUddpCyIF5nuUsby0Bkf%2FjK7Nc%2FX1JVbx%0AFkyYGz1n5Cbe%2FFiFvyY%3D%0A) **Note**: Currently, it's not possible to break down usage or cost by individual users. \ No newline at end of file diff --git a/content/support/9547008-publish-and-share-artifacts.md b/content/support/9547008-publish-and-share-artifacts.md index 158b770bd..454b782f9 100644 --- a/content/support/9547008-publish-and-share-artifacts.md +++ b/content/support/9547008-publish-and-share-artifacts.md @@ -56,11 +56,11 @@ Publishing also adds the artifact to the **[Artifacts](https://claude.ai/artifac After publishing, you'll see a “Get embed code” button. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1951684960/0cd917c4455b31e86b70a97f8234/image.png?expires=1784810700&signature=901a0d89785aa35f285b14e9b365cab905ab37e36dc1f656d67f9f54ae0ef292&req=dSkiF892mYhZWfMW1HO4zdcpD1Ja5AOGR8xgMH3ra8g1M9%2FJ00LfsdqbxUGa%0AuuFef3Mz7JuhPoUs5ak%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1951684960/0cd917c4455b31e86b70a97f8234/image.png?expires=1784827800&signature=886108e8223c97bc78075be8098412270fb47cfc967c18309ffd769b2ea3e5f1&req=dSkiF892mYhZWfMW1HO4zdcpD1Ja5wSJR8xgMH3ra8g3YYC43%2BH1gDdmQvtI%0AXm%2B2qQ%2BMjPC74j%2Bwzl4%3D%0A) Click it to open a modal with automatically generated code you can copy and paste to embed your artifact on another website. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1951685860/6bf1aa2c57d6ff95804797779e9c/image.png?expires=1784810700&signature=36da0b9266d6d1d06b59d7b897a1c06bb4adefa9108ce81bd1f08c6916b646ee&req=dSkiF892mIlZWfMW1HO4zcqH792LyIRqf3CUbx4Ru6VacvMzI0%2B%2FVEXhjXhV%0AAbQs%2BsK9HXVGoZuyTkQ%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1951685860/6bf1aa2c57d6ff95804797779e9c/image.png?expires=1784827800&signature=70ef8adac319bfabe89df848f3d339c00028d9a900293f98f482fdfc6c313d6a&req=dSkiF892mIlZWfMW1HO4zcqH792Ly4Nlf3CUbx4Ru6UQD%2BCZzShwXec0FfHj%0AHZqqQoxRPEiQxawf6Pw%3D%0A) You must specify which websites can embed your artifact by entering URLs in the **Allowed domains** field, separated by commas. @@ -116,7 +116,7 @@ Artifacts created on Team or Enterprise accounts can only be shared within your 4. Click “Share & copy link” to make this version shareable. -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1951680160/d5a38784df4c6d0cc55eda339279/Screenshot%2B2025-10-28%2Bat%2B2_00_15-E2-80-AFPM.png?expires=1784810700&signature=dc76c10af7140ec43909ce66fdce3e2b06107d93aa401b43f56f4ec440003013&req=dSkiF892nYBZWfMW1HO4zbvYOlXtLHmUK6hAzMpXfmPa878Yc3KaGuD8VcYW%0Aec%2BCuJxJf8DM%2BdITkAs%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1951680160/d5a38784df4c6d0cc55eda339279/Screenshot%2B2025-10-28%2Bat%2B2_00_15-E2-80-AFPM.png?expires=1784827800&signature=712785f6790e41da0e2341a8383f359b907f1c6ce6751d9ec8be3536261853ec&req=dSkiF892nYBZWfMW1HO4zbvYOlXtL36bK6hAzMpXfmMjJnsQHNFUCVYrKT%2Fa%0AZIwtosm4di7k6hAb1ak%3D%0A) ### Who can access shared artifacts @@ -138,7 +138,7 @@ When you share an artifact, viewers also gain access to any attachments and file 2. In the **Artifact shared** modal, click “Unshare.” -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1951676927/c66153a2c075c6a64404306aefd0/Screenshot%2B2025-10-28%2Bat%2B1_58_24-E2-80-AFPM.png?expires=1784810700&signature=3cf8806e24140aeca72554adb391d86329f80c5f46a5f74e9d124e14190357d8&req=dSkiF895m4hdXvMW1HO4zW9Ewg21%2BHS0gj8mTHivCKZ4121mgF2vsTrjOJGl%0AsQOADZBRcfj69pPEPLk%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/1951676927/c66153a2c075c6a64404306aefd0/Screenshot%2B2025-10-28%2Bat%2B1_58_24-E2-80-AFPM.png?expires=1784827800&signature=a36f20f0350ffbbe5e91c354bdd24241abcb016e124e285a4e9e82941cddbd90&req=dSkiF895m4hdXvMW1HO4zW9Ewg21%2B3O7gj8mTHivCKYTYipj1f57gJj3hzYF%0AYEm2zJL8ev1siUYi1%2BU%3D%0A) --- diff --git a/content/support/9797531-what-is-the-enterprise-plan.md b/content/support/9797531-what-is-the-enterprise-plan.md index a8c872b7d..cf3a4fefe 100644 --- a/content/support/9797531-what-is-the-enterprise-plan.md +++ b/content/support/9797531-what-is-the-enterprise-plan.md @@ -1,6 +1,6 @@ # What is the Enterprise plan? -The Enterprise plan is designed for organizations that need advanced security, compliance controls, and scalable AI across their teams. It includes everything in the **[Team plan](https://support.claude.com/en/articles/9266767-what-is-the-team-plan)**, plus additional security and compliance features. Enterprise plan pricing works differently than Team plans: the seat fee covers access only, and all usage is billed separately at API rates. +The **[Enterprise plan](https://claude.com/solutions/enterprise)** is designed for organizations that need advanced security, compliance controls, and scalable AI across their teams. It includes everything in the **[Team plan](https://support.claude.com/en/articles/9266767-what-is-the-team-plan)**, plus additional security and compliance features. Enterprise plan pricing works differently than Team plans: the seat fee covers access only, and all usage is billed separately at API rates. For more information on Enterprise plan pricing, refer to **[our pricing page](https://claude.com/pricing/enterprise)**. diff --git a/content/support/9927533-disable-public-projects-for-your-organization.md b/content/support/9927533-disable-public-projects-for-your-organization.md index 4ef3eebaf..8ee699446 100644 --- a/content/support/9927533-disable-public-projects-for-your-organization.md +++ b/content/support/9927533-disable-public-projects-for-your-organization.md @@ -10,7 +10,7 @@ Follow these steps: 2. Find **Public projects** and toggle it off -![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2053902291/8c39d1a79dedc97411eed54dec5c/CleanShot+2026-02-11+at+11_25_34%402x.png?expires=1784810700&signature=7ecc0bb09c900a5f0ebd51c3750c78171ff7102edced025b72743458fd61408f&req=diAiFcB%2Bn4NWWPMW1HO4zfGib2OsagBYYabJlVJ9VPw9vRheRx1icksAhPfi%0A28o10kvw7Nhz33cu9T8%3D%0A) +![](https://downloads.intercomcdn.com/i/o/lupk8zyo/2053902291/8c39d1a79dedc97411eed54dec5c/CleanShot+2026-02-11+at+11_25_34%402x.png?expires=1784827800&signature=567ecc9fec7c15757879feb7489fb8cac3a374d6872b8af70debca36a97d1532&req=diAiFcB%2Bn4NWWPMW1HO4zfGib2OsaQdXYabJlVJ9VPwsn6%2FPCE9Vt39VTfrJ%0AkxABSm8yrstNnaEWLjo%3D%0A) ## How does disabling public projects work?