# Claude Quick Start

## Current capability note

Claude Projects provide project chats, a project knowledge base, and project instructions. Anthropic currently describes Projects as available on paid Claude plans; confirm the current plan and limits for your account.

## Setup

1. Create a private project for the business.
2. Add the Business Context Pack to the project knowledge base.
3. Add only approved buyer, offer, source, and operating records. Keep sensitive customer data out until permission and account policy are confirmed.
4. Set project instructions with the founder authority rules and the role instructions for the first role.
5. Start a fresh project chat for each task and identify the role, source versions, output fields, and approval point.
6. Save the corrected approved response in the project knowledge base or your own versioned records folder. Project chat context is not a substitute for an approved record.
7. Hand off only the named approved artifact and version to the next role.

## Test

Use the Research Agent test with labeled fictional notes. Require source-linked evidence, separate interpretation from fact, and stop on missing records. Compare the output with a manual result before adding more roles.

## Safety

Do not assume every plan has the same persistence, sharing, integrations, or automation. Do not connect external tools or customer communication during the first test. Review every output before use.

Official reference: https://support.anthropic.com/en/articles/9519177-how-can-i-create-and-manage-projects

Get the book: https://www.amazon.com/dp/B0H2FHSBDR