# Claude playbooks Claude is Anthropic's general assistant, available on the web, in desktop apps for macOS and Windows, and on iOS and Android. People use it to write, analyze files, build documents and slides, and research questions. Connectors let it read and act in apps such as Google Drive, Slack and Linear, and the Research mode runs many searches before it answers. - Vendor: Anthropic - Kind: assistant - Surfaces: web, desktop, mobile, browser - Connects: Connectors are MCP servers. Add one from the Connectors Directory or paste a remote MCP server URL as a custom connector. Desktop extensions add local servers. Skills can be uploaded and shared. For web tasks it uses a built-in browser on desktop or your own Chrome through Claude in Chrome. - Docs: https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities ## Good at - Research mode runs several searches that build on each other and returns an answer with citations you can check - Reading and acting in your connected apps through connectors, with the same access you have in each app - Producing documents, spreadsheets and slides as artifacts you can edit or share - Keeping instructions, files and context together in projects ## Limits - Research and agent tasks need a paid plan, and Research uses up usage limits faster than normal chat - Custom connectors must be reachable from the public internet, and Anthropic does not verify them - Local files, apps on your computer and browser control need the desktop app, not the web or mobile app - On Team and Enterprise plans an owner must turn on each connector before members can use it ## Playbooks (23) - [Build a keyword map that gives every page on your site one search query to own](https://agentshandbook.com/p/build-a-keyword-map-with-one-page-per-query.md): One table that maps each query to one page, with intent and status, plus a backlog of gaps sorted by value. (trust: corroborated, risk: low) - [Build a private spending dashboard from your bank and card CSV exports](https://agentshandbook.com/p/build-a-spending-dashboard-from-bank-csv-exports.md): You get a local dashboard of spending by month and category that you can rebuild each month, with totals that match your statements. (trust: corroborated, risk: medium) - [Build a weekly KPI report from your spreadsheets and send the draft for approval](https://agentshandbook.com/p/build-a-weekly-kpi-report-for-approval.md): Every Monday you get a draft report with this week's KPIs, the change from last week, a data check section and three lines of commentary, ready for one person to approve and send. (trust: corroborated, risk: medium) - [Claim compensation for a delayed or cancelled flight under EU261, UK261 or US refund rules](https://agentshandbook.com/p/claim-flight-delay-compensation.md): You know which rule applies and what you can claim, and you have sent a claim with your evidence attached and a plan for the next step if the airline refuses. (trust: corroborated, risk: medium) - [Clean and deduplicate a messy CRM or CSV export without losing real records](https://agentshandbook.com/p/clean-and-deduplicate-a-crm-or-csv-export.md): You get a clean file, a change log that explains every merge, and a short review sheet of possible duplicates for you to decide, with every original row accounted for. (trust: corroborated, risk: medium) - [Dispute an IRS CP2000 notice and recover missed capital-loss carry-forwards](https://agentshandbook.com/p/dispute-irs-cp2000-notice.md): You understand what triggered the notice, have a draft disagreement letter, and know whether any capital-loss carry-forward applies to future returns. (trust: reported, risk: high) - [Do a literature review with an agent that finds, screens and summarises real papers](https://agentshandbook.com/p/do-a-literature-review-of-papers-on-a-topic.md): You get a screening log, an evidence table with one row per included paper, a synthesis that cites only papers you hold, and a reference list where every entry resolves to a real record. (trust: corroborated, risk: medium) - [Draft your weekly newsletter from the links you saved, in your own voice](https://agentshandbook.com/p/draft-weekly-newsletter-from-reading-list.md): You get a draft issue with a short, sourced summary of each link you saved, grouped by theme, plus a list of links the agent could not read. (trust: corroborated, risk: medium) - [Find the questions AI assistants answer without naming your brand, and plan content to fix it](https://agentshandbook.com/p/find-questions-ai-answers-without-citing-you.md): You get a table of buyer questions with your mention rate, competitors' mention rates and cited sources per assistant, plus a short content plan for the biggest gaps that you approve. (trust: corroborated, risk: low) - [Gather your tax documents into one folder and write a checked summary for your accountant](https://agentshandbook.com/p/prepare-tax-documents-and-a-summary-for-your-accountant.md): Your accountant gets one tidy folder, a list of every form with its key figures and source, a list of missing documents, and your open questions. (trust: corroborated, risk: high) - [Get a refund from a merchant, then dispute the card charge if they refuse](https://agentshandbook.com/p/dispute-a-purchase-with-a-merchant-or-chargeback.md): You send the seller a clear refund request with evidence, and if that fails you file a card dispute on time with the same evidence. (trust: corroborated, risk: medium) - [Get a short morning digest of your personal inbox with read-only access](https://agentshandbook.com/p/triage-your-personal-inbox-into-a-morning-digest.md): Each morning you read one short digest with links to the emails that need you, and nothing in your inbox has changed. (trust: corroborated, risk: medium) - [Match receipts to bank transactions and flag VAT or sales tax questions for your accountant](https://agentshandbook.com/p/match-receipts-to-bank-transactions-for-your-accountant.md): You get a workbook with every bank line matched to a receipt or marked missing, a proposed category for each, and a short list of VAT or sales tax questions for your accountant. (trust: corroborated, risk: high) - [Negotiate a lower internet or phone bill with an agent-prepared script or chat](https://agentshandbook.com/p/negotiate-a-lower-internet-or-phone-bill.md): You lower your bill, or get a firm answer from retention, without agreeing to a plan change or contract you did not approve. (trust: corroborated, risk: medium) - [Prepare for a doctor's appointment with a one-page summary and question list](https://agentshandbook.com/p/prepare-for-a-doctor-appointment-with-an-organized-summary.md): You bring a one-page summary of your symptoms, timeline and medicines, plus three to five questions, and your doctor makes every medical judgment. (trust: corroborated, risk: high) - [Refresh a blog post that lost traffic with a gap analysis of the pages that outrank it](https://agentshandbook.com/p/refresh-a-blog-post-that-lost-traffic.md): A refreshed post that covers what the top results cover and more, with the same URL and voice, and a plan you approved. (trust: corroborated, risk: low) - [Run a deep research report and check that every citation supports its claim](https://agentshandbook.com/p/run-a-deep-research-report-and-verify-its-citations.md): You get a report where every factual claim links to a source that loads and says what the report claims, plus a table of the claims you cut or changed. (trust: corroborated, risk: medium) - [Search for unclaimed money under every name and in every state you have lived in](https://agentshandbook.com/p/search-unclaimed-property-in-every-state-you-lived-in.md): You get a table of real matching records from official state sites, each with a link, and you file the claims you choose on those sites yourself. (trust: corroborated, risk: medium) - [Sort support tickets or survey answers into themes with counts you can check](https://agentshandbook.com/p/code-support-tickets-or-survey-answers-into-themes.md): You get a spreadsheet with every ticket or answer labelled, a theme table with counts and example quotes, and an agreement check that shows how far to trust it. (trust: corroborated, risk: low) - [Turn a long podcast or video into a blog post, a timestamped clips list and social posts](https://agentshandbook.com/p/turn-podcast-or-video-into-blog-clips-and-posts.md): You get a blog draft, a list of clip candidates with start and end times, and a set of social posts, all checked against a timestamped transcript. (trust: corroborated, risk: low) - [Turn flight, hotel and booking confirmation emails into calendar events](https://agentshandbook.com/p/turn-booking-emails-into-calendar-events.md): Every booking in the date range sits on your calendar once, at the right local time, with the confirmation number and address in the event. (trust: corroborated, risk: low) - [Turn meeting transcripts into tasks in your tracker, with a quote behind each one](https://agentshandbook.com/p/turn-meeting-transcripts-into-tracker-tasks.md): Every real commitment from the meeting is a task in your tracker with the right owner, a due date and a quote from the transcript, and nothing is invented or duplicated. (trust: corroborated, risk: medium) - [Write landing page copy variants with an agent and A/B test them properly](https://agentshandbook.com/p/write-and-ab-test-landing-page-copy.md): You get 3-5 copy variants tied to a written hypothesis, one live A/B test with a fixed sample size, and a result you can trust or a clear "no difference". (trust: corroborated, risk: low) ## Lessons - [Agents fill missing or unreadable data with plausible numbers instead of saying they could not read it](https://agentshandbook.com/lessons/agents-fill-gaps-with-plausible-numbers.md) - [Chat assistants apply the wrong consumer rule with confidence](https://agentshandbook.com/lessons/agents-misapply-consumer-rules.md) - [Agents miscount and drop rows unless every number comes from code](https://agentshandbook.com/lessons/agents-miscount-and-drop-rows-unless-they-use-code.md) - [Agents put calendar events at the wrong hour when time zones are involved](https://agentshandbook.com/lessons/agents-shift-event-times-across-time-zones.md) - [AI research tools cite sources that are broken, made up, or do not say what is claimed](https://agentshandbook.com/lessons/ai-research-citations-fail-to-support-claims.md) - [AI summaries change quotes, numbers and timestamps, or describe pages they never read](https://agentshandbook.com/lessons/ai-summaries-alter-quotes-numbers-and-timestamps.md) - [An email can carry hidden instructions to the agent that reads it](https://agentshandbook.com/lessons/email-can-carry-instructions-to-your-agent.md)