Operating Claude
Claude · Operating manual Verified 21 Aug 2026 Written for the Max plan

Operating Claude

One product, four entry points, one usage meter, and two independent quality dials. Most of the confusion is caused by three pairs that look like alternatives and aren't.

Scope
The Claude app, Cowork, Code, and the settings that change what you get
Assumes
Max plan, desktop app installed, Toronto
Half-life
Short. Section 15 lists what expires and what is unconfirmed
01

The map

There are two levels of choice in the interface, and they are frequently mistaken for one. The first level is a tab. The second is a mode inside one of those tabs.

Level 1 — sidebar tab Home Conversations and tasks, one list Code Claude Code — local or cloud sessions Chat You steer Cowork You delegate Level 2 — composer mode One toggle, bottom-left of the message box The rule Code in a repo → Code tab. Otherwise Home, then: a conversation → Chat, a job that should produce files while you do something else → Cowork.
Home and Code are peers. Chat and Cowork are not — they are two settings of the same composer.

The Home tab lists chats and Cowork tasks together, alongside Projects and Artifacts. Press New and the composer offers a Chat/Cowork toggle at the bottom-left of the message box. The Code tab is genuinely separate: its own session list, its own working directories, its own diff review.

Version drift

The merged Home landed in the desktop app on 6 August 2026. Some accounts and much of Anthropic's own documentation still describe three tabs — Chat, Cowork, Code. If you see three, the mapping is: Chat and Cowork are the two modes described above, just not yet merged into one list.

Every surface, and what it is actually for

SurfaceWhat it isWhereBest at
ChatA conversation you steer turn by turnHome → composerThinking out loud, iterating, getting an answer rather than a file. Cheapest per unit of usage.
CoworkA job you hand over; runs in a cloud sandboxHome → composerProducing files, multi-step work, anything spanning several connected tools, anything on a schedule.
CodedesktopClaude Code on your own machineCode tabReviewing diffs, running several isolated sessions side by side, work in a repo you have checked out.
CodewebClaude Code in a managed cloud VMclaude.ai/codeLong unattended tasks and repos you don't have locally. Needs GitHub to clone and open PRs.
Claude in ChromeBrowser extension that reads, clicks and typesChrome side panelSystems with no API where the only path is a logged-in web UI. On Max the side panel opens a full Cowork session.
Claude for Microsoft 365Claude inside Excel, PowerPoint, Word, OutlookMicrosoft Marketplace add-inEdits that must happen in the recipient's own workbook or deck. Outlook is still beta.
Claude DesignbetaChat plus a canvas that renders HTML, not vectorsclaude.ai/design, and a /design canvas inside Code and CoworkDivergence, stakeholder artefacts, explaining a pattern before it is built. Not brand-compliant work. Section 04.
MobileThin client over everything aboveiOS / AndroidStarting and steering tasks, reviewing what ran overnight, Dispatch.

Claude Science and Claude Security also exist. Neither is relevant to either of your roles, and both are out of scope here.

02

Chat vs Cowork

This is the choice you make most often and the one with the largest consequences — for what you get back, and for how much of your allowance it consumes.

Chat is a conversation. You ask, it answers, you correct, it answers again. Nothing happens between your turns. Cowork is a delegation: you describe an outcome and Claude works through it in an ephemeral cloud virtual machine on Anthropic's infrastructure, taking many steps, reading and writing files, calling connected tools, and coming back with finished work. This is true on every surface — starting a Cowork task from the desktop app still runs it in the cloud, which is why it continues with your laptop shut and why it can be picked up on your phone mid-task.

Reach for Chat when

The output is an answer, a judgement, or a draft you'll rewrite anyway. When you want to argue with it. When you don't yet know what you're asking for.

Reach for Cowork when

The deliverable is a file or a set of files. When the job has more than about three steps. When it spans several tools. When it should run tonight rather than now.

What Cowork adds

  • Real output files — .xlsx with working formulas, .pptx, .docx, .pdf — not a description of one.
  • Connectors, skills and plugins, all managed from Customize in the sidebar.
  • Read and write access to folders you have explicitly connected on your computer.
  • Scheduled and recurring tasks.
  • Subagents working parallel strands of the same job.
  • Browser control via Claude in Chrome, and computer use — Claude driving apps on your screen.Pro & Max only

What Cowork costs, and what it doesn't do

Anthropic states plainly that Cowork consumes significantly more of your usage allowance than standard chat, and that Chat, Cowork and Code all draw from the same pool. A Cowork task that reads twenty files, calls three connectors and writes a deck is doing dozens of model turns; the meter reflects that. Section 06 covers the mechanics.

Not yet connected

What Claude remembers about you in Chat does not carry into Cowork sessions. If you have spent months teaching it your standards through ordinary conversation, a Cowork task starts cold. Put anything you need it to know into a Project's instructions or a Skill, not into memory.

Other stated limits: Cowork sessions cannot be shared between people. Live artifacts and plugins that use local MCP servers are desktop-only. Cowork is labelled beta on mobile.

Local folders and the desktop bridge

A cloud Cowork session can reach folders on your machine only while the Claude Desktop app is open on that machine — the desktop app is the bridge. Nothing outside the folders you connect is reachable, the sandbox cannot see your corporate network, and permanent deletion always requires explicit permission.

Approval modes

Manual
Approve every action. Correct for a first run against unfamiliar systems.
Auto
Read-only actions run; writes and deletes wait for you. The sensible default.
Skip
No approvals. Anthropic's own guidance: use only when you completely trust every action, connector, file and app involved.
03

Code, and why a design lead would open it

Claude Code is an agentic tool that reads a codebase, edits files and runs commands. The reason it matters to someone who specifies interfaces rather than builds them is that it will read without writing.

It runs in three places, all the same engine: a terminal CLI, the Code tab in the desktop app, and claude.ai/code in the browser. The desktop tab is the one to start with — it gives you diff review, a browser pane, a file pane, and git worktree isolation so several sessions can run against the same repo without colliding.

Ask and Plan modes

Both restrict Claude to reading and reasoning. Nothing is edited. This turns a repository into something you can interrogate: what does this component actually accept, where is this token used, how many places would change if we altered this behaviour. Answering that before you write the spec is the difference between a spec engineering accepts and one that comes back.

Realistic uses at your level

TaskHow
Feasibility before speccingPlan mode on the repo: "What would change if the configurator entry point moved above the fold on the model detail page? List files, components and any shared dependencies."
Design-system driftFigma connector plus the repo. Compare the library component's properties against the implemented component's API and produce a variance table. Worth running monthly on a schedule.
Token audit across marketsAsk which design tokens resolve differently between the US and DE builds, and which are hard-coded rather than referenced.
Accurate redlinesRead the current implementation first, then write the spec as a diff from what exists rather than from scratch.
Acceptance criteria in reviewCode Review can comment on pull requests. Point it at your acceptance criteria and it will flag the states that were not built.
Where the meter empties

Code sessions are the most usage-intensive thing on the platform — Anthropic's own enterprise planning figures put a heavy Code user at roughly ten times the monthly consumption of a heavy Chat user. Long agentic runs on Opus will find the weekly limit before anything else does.

MCP, in one paragraph

MCP is the protocol Claude uses to talk to other systems. In practice you'll meet it as connectors — Figma, GitHub, Google Drive, Slack, Jira — installed from Customize → Connectors. The Figma one is the relevant one for you: it reads design context out of a file and can write designs and components back into one. Section 09 covers the trap that catches most people setting up a custom connector.

04

Claude Design

The surface most relevant to Track A, and the one that most needs its limits stated before its capabilities. Two products share the name and run the same editor.

claude.ai/designThe /design canvas
What it isThe standalone product, from Anthropic LabsThe same canvas editor running inside Claude Code and Cowork
StatusBeta since 17 Apr 2026, overhauled 17 JunResearch preview, shipped mid-August 2026
WhereWeb, and the desktop sidebar. No mobileClaude Code — CLI and desktop — and Cowork
OutputZIP, PDF, PPTX, HTML, Canva, plus a handoff bundle to Code.dc.html artboards on one pan-and-zoom canvas, published as an Artifact. PNG at 1× and 2×, and an HTML zip
VersioningConversational only — no history, no branching, no diffArtifact versioning with a version picker. Better
Design systemAn org-published system that new projects inheritNot documented to inherit it. Name your component library in the prompt
The fact everything else follows from

The canvas renders live HTML and CSS, not a vector scene graph. Elements are DOM nodes. There is no layer tree, no component instances, no variables or modes, no auto-layout primitive, no pen tool. "Select an element and change its properties" means editing CSS on a node. Every limitation below is a consequence of this one.

How you steer it

ModeForCosts tokens
ChatBroad changes, regeneration, alternatesYes
Inline commentsClick an element, leave a targeted instruction. BatchableYes, on process
Direct text editingFixing copy without promptingNo
Edit modeDrag, resize, align, plus generated sliders for spacing, colour and layoutNo, since June

The bottom two rows are the cost lever. Since the June overhaul, direct manipulation makes no model call at all. Nudging something by hand is free; asking for it in chat is not.

What "importing your design system" actually does

It ingests a linked or uploaded repo, screenshots, a dropped design file, or even a PowerPoint that reflects the brand, and extracts a palette, a type scale, component shapes and layout patterns. You publish the result and new projects in the org inherit it. Since June it also self-checks output against the imported system before showing you anything.

What it does not do is bind to your system. It builds an approximation from pixels and hex values, then generates against the approximation and validates against the same approximation. Anthropic's own caveat is that import quality tracks source cleanliness, and large repos need you to link a subdirectory to avoid lag.

The gap that matters for governance

It captures that a colour is #1c69d4. It does not capture that #1c69d4 is action-primary, must never be used as a surface, and behaves differently in the DE market. Semantic token roles have no representation in the tool, so they cannot be enforced. Design-system governance is the enforcement of exactly those role assignments. There is also no accessibility audit and no contrast checking — output can look correct and fail conformance silently.

Figma

There is no Figma integration. No reading of variables, components or styles through the API. No .fig export. No round-trip. Figma does not appear in the export menu at all.

Figma in — direct
Drop a file into design-system setup and it is read as a flat visual asset. Colours and type get inferred; variables, component definitions, modes and instance relationships are never read, so they cannot survive.
Figma in — via Code
Use the Figma connector inside Claude Code to extract tokens to W3C JSON, then point Design at that repo. Tokens, type ramps and spacing scales survive; animations, prototype interactions and vector illustration do not, and spacing drifts a point or two.
Design out to Figma
Third-party only — Anima's plugin or an HTML-to-design converter. Approximated layers, no instances, no variable bindings.

For a governed two-market system, that outbound path is a contamination vector rather than an asset: unbound values arriving in a library file, looking like system components. Worth a rule before anyone tries it.

The bridge you probably actually want

Code to Canvas is a separate Figma–Anthropic integration, announced around February 2026. From Claude Code you say "send this to Figma" and a rendered interface arrives as genuinely editable Figma layers — real hierarchies, frames, native components, auto-layout, preserved styles. It has nothing to do with Claude Design, and it lands in the tool that is already your source of truth. Reported constraints: desktop Figma required, manual per screen, ten to thirty seconds on complex UI, and no refinement loop back to code. My sourcing on this is press only — verify against Figma's own documentation before planning around it.

/design-sync is the other direction: a bundled Claude Code skill that converts a repo's React design system and uploads it so Design generates with your real components. It is React-only, push-based, and not a live binding — a re-runnable upload, best done one component at a time. Non-React stacks have no supported path.

Cost and governance

Design draws on the same shared pool as chat, Cowork and Code. There is no separate design allowance — reports of a distinct weekly design budget describe the April-to-June state and are out of date. It is expensive: generations take minutes, artboards consume large amounts of context, and codebase ingestion alone has been reported to consume most of a weekly allowance. An afternoon of exploration competes directly with your coding budget, with no per-project attribution.

Three things to close before any agency pilot

No data residency support. For BMW.DE work that may be decisive on its own, and uploaded brand assets are stored persistently.
No audit logs for Claude Design. You cannot answer who changed the org design system. Artifacts emit audit events; Design does not.
The admin default is open. Enterprise has a "Claude Design Admin" role, but if nobody is assigned it, every member of the org can publish, redefine or delete the shared design system.

The honest read

Anthropic positions it as a complement to Figma aimed at the beginning of the design process, and that positioning is accurate rather than modest. Where it earns its place: divergence — six disposable directions for a campaign page in one canvas, faster than sketching; stakeholder artefacts — one-pagers, a client-review deck, a visual rationale doc, which is arguably its strongest use and nobody markets it that way; and explaining a pattern to an engineer mid-session on the /design canvas, where it sits next to the code and versions properly.

Where it does not belong: anything brand-compliant, anything with a mandated grid, type ramp or component, anything handed to a developer as spec, and anything that touches the BMW libraries. Practitioners consistently report a recognisable house aesthetic that reasserts itself even with a system loaded, inconsistency on non-standard layouts, and four to seven minutes per generation — too slow for a tight iteration loop.

05

Model and effort

Two independent dials, both in the model picker next to the send button. Model sets how much the thing knows. Effort sets how hard it works. They are routinely confused, and turning up the wrong one wastes allowance without improving the answer.

The diagnostic

When Claude gets something wrong, ask which failure it was. It didn't try hard enough — skipped a file, didn't check its work, stopped early → raise effort. It didn't know enough — had everything it needed and still got it wrong → change model. This is Anthropic's own framing and it holds up.

The models

ModelReleasedContextUse it for
Fable 59 Jun 20261MGenuinely hard reasoning and work larger than a single sitting. Slowest. Thinking cannot be turned off.
Opus 524 Jul 20261MDefault on Max. Serious analysis, structured argument, multi-source synthesis, agentic coding. Knowledge to May 2026 — the freshest available.
Sonnet 530 Jun 20261MDrafting, editing, summarising, routine document work. Anthropic positions it close to Opus 4.8 at a fraction of the cost.
Haiku 4.515 Oct 2025200KLookups, classification, mechanical reformatting. No effort control. Knowledge only to Feb 2025.

Relative cost per token

Haiku 4.51×
Sonnet 52×
Opus 55×
Fable 510×

Derived from published API list prices, which are the only hard numbers Anthropic gives. Subscription allowance is metered on tokens consumed, so these ratios are also the burn ratios.

What Max gives you

Opus 5 is the default. Fable 5 is included — you can spend up to 50% of your weekly limit on it at no extra cost. Past that you either buy usage credits or switch model. On Pro, Fable 5 is credits-only from the first token, which is the single clearest difference between the two plans right now.

Effort

Five levels in the app: Low, Medium, High, Extra high, Max. High is the default on every model that supports the setting. Effort governs the whole response — how many files it reads, how much it verifies, how far it pushes a multi-step task before checking in — not only the thinking.

LevelAnthropic's guidanceIn practice
LowShort, scoped, latency-sensitive workReformatting, extraction, a quick rewrite. Stretches your allowance noticeably.
MediumCost-sensitive work that can trade some intelligenceMost routine drafting.
High defaultBest overall balance of quality and speedLeave it here unless you have a reason.
Extra highLong-running coding and agentic tasksMeaningfully more tokens than High. For Cowork jobs and Code sessions that must not stop early.
MaxThe deepest possible reasoningAnthropic's own docs warn it is prone to overthinking and gives small quality gains for significant cost. Test before adopting.

Three traps

  • Effort is not verbosity. On Opus 5 it does not reliably shorten or lengthen the visible answer. If you want brevity, ask for brevity.
  • The scale is calibrated per model. Medium on Fable 5 is not Medium on Sonnet 5. Fable 5 at low effort often beats older models at their highest.
  • Changing effort mid-conversation invalidates the prompt cache, which means the whole conversation is re-billed at full rate on the next turn. Set it at the start and hold it.

Extended thinking is a separate toggle and now does less than people assume: on Opus 5, Sonnet 5 and Fable 5 the model decides for itself whether to think, and the toggle mostly controls whether you see it. Opus 5 will not let you disable thinking at Extra high or Max.

06

Tokens and the meter

One mechanic explains almost every surprise about cost, speed and quality degradation. It is worth ten minutes.

What a token is

A token is the smallest chunk of text the model reads or writes — roughly three and a half English characters, so a little under a word. The conversions that matter:

One page of prose
≈ 800 tokens
A 20-page report
≈ 16,000 tokens
A 300-page book
≈ 240,000 tokens
A 1M-token context
≈ 1,250 pages

Input is everything sent to Claude: the system prompt, your new message, attached files, tool definitions, tool results, and the entire prior conversation. Output is everything Claude writes, including thinking blocks you never see. Output costs five times input on every model without exception — a verbose answer is five times as expensive per word as the document you pasted in.

The mechanic

Every previous message is re-sent on every turn. There is no server-side memory of a conversation between turns; the whole transcript is re-uploaded each time. A one-line question at hour six of a session bills for the whole day's context. Cost grows with the square of a conversation's length, not linearly. Prompt caching softens this — re-read history bills at 10% — but the cache lives one hour on a subscription, and five minutes once you are drawing on usage credits.

The same mechanic explains quality. Anthropic calls the effect context rot: as token count grows, accuracy and recall degrade. More context is not automatically better. Starting a fresh chat is both the cheapest and often the most accurate move.

Two meters, running at once

MeterWindowReset
SessionRolling 5 hoursRolling; the exact time appears in the limit message
Weekly7 days, all modelsA fixed time each week assigned to your account
Opus sub-limitCodeModel-specificSeparate from both of the above
Fable 5 allowanceMaxUp to 50% of your weekly limitDoes not increase the total pool

Everything shares one pool: claude.ai, desktop, mobile, Cowork, Code, Claude in Chrome, and the Microsoft 365 add-ins. Max 5x provides five times Pro's per-session capacity; Max 20x, twenty times. Those multipliers are all Anthropic publishes — there are no official message counts, token caps or hour figures for any consumer plan, and every hard number circulating online traces back to figures from August 2025 that were invalidated by a doubling in May 2026.

What happens at the limit

A hard stop, not a downgrade. Your history is preserved; you are blocked from new prompts. Switching to a smaller model does not restore access, because session and weekly limits apply across all models. The one exception is the Opus sub-limit in Code — that one is model-specific, and switching to Sonnet lets you keep working.

Habits that actually reduce consumption

  • One chat per topic. The single highest-leverage habit. In Code, /clear is free; /compact is itself an expensive request.
  • Match the model to the job. The ladder is 1× / 2× / 5× / 10×.
  • Drop to Low or Medium effort for routine work. Thinking tokens bill at the output rate.
  • Attach excerpts, not whole documents. A 300-page PDF is 240,000 tokens on every subsequent turn.
  • Ask for concise output. Output is the expensive side of the ledger.
  • Turn off connectors you aren't using. Past about ten active connectors, switch tool access from Auto to On demand.
  • Give complete context up front so you spend one expensive turn instead of six cheap-looking ones.

Buying more

Usage credits are available on Max and are billed at standard API rates — no consumer markup, no discount. Add funds under Settings → Usage, with an optional monthly spend cap. Prepaid bundles are cheaper if you overflow regularly:

PayReceiveDiscount
$45$5010%
$200$25020%
$700$1,00030%
The credit trap

The moment you start drawing on usage credits, prompt-cache lifetime drops from one hour to five minutes. Long sessions get dramatically more expensive at exactly the point you were already over budget. Weigh a plan step-up against credits before topping up habitually.

Where to look

Account-wide truth
Settings → Usage on the web. The only view that reflects all your devices.
At a glance
The usage ring next to the model picker in the desktop app.
Attribution
/usage in Code breaks consumption down by skill, subagent, plugin and connector — but only from that machine's local history.
07

What persists

Four separate mechanisms decide what Claude knows before you type anything. They have different scopes, different triggers, and different failure modes.

MechanismScopeLoadedWhere
Instructions for ClaudeEvery conversation on the accountAlwaysSettings → Instructions for Claude
Project instructionsChats inside that projectAlways, within scopeThe project's page
SkillsAny surface, any conversationOnly when Claude judges them relevantCustomize → Skills
MemoryGlobal, or per-projectAutomatically, as it accumulatesSettings → Memory

The distinction that matters: instructions are always on and therefore always occupying context, while skills are loaded conditionally and cost nothing when idle. Anything you need every time goes in instructions. Anything you need for one kind of task goes in a skill.

Projects

A project is a workspace with its own chat history, knowledge base, instructions and isolated memory. Knowledge files cap at 30 MB each, with no limit on how many.

How project knowledge is read changes silently depending on volume. Below the context-window threshold, everything is loaded whole. Above it, Claude switches to search — retrieving passages rather than reading the corpus — which expands capacity by roughly ten times. You cannot control or see this switch.

The common misreading

"Claude read all 200 of my documents." Above the threshold it searched them. Retrieval is not reading, and recall is not guaranteed. If completeness matters — every clause, every field, every requirement — work in batches small enough to sit in context, and say so explicitly in the prompt.

Project memory is isolated from every other project and from global memory. This is the most useful control in the whole personalisation system: work you don't want bleeding into other conversations goes in its own project and stays there.

Styles

The style picker — Normal, Concise, Explanatory, Formal, plus custom styles trained from a writing sample — no longer appears anywhere in Anthropic's current documentation. There was no removal announcement. If you relied on one, its function now lives in Instructions for Claude or in a skill. Treat this as inferred rather than confirmed.

Privacy, and the part that concerns your employers

On consumer plans — Free, Pro and Max — training on your conversations is opt-in, controlled by a "Help improve our AI models" toggle at Settings → Privacy. With it on, new chats and coding sessions may be used for training and are retained for up to five years. With it off, the standard 30-day retention applies. Check which way yours is set.

Read this before putting client work in

A personal Max plan is a consumer product. It carries no BAA and is not a HIPAA-eligible offering — that is an Enterprise arrangement — and it is not covered by whatever agreement your employer has with Anthropic, if any. Two consequences: no PHI or patient-identifiable data on a personal account, in any form, including screenshots and log extracts. And client material under NDA — BMW assets, unreleased campaign work, contract terms — belongs on the account your employer provisioned, under their policy, not on a household subscription. Neither of these is a technical limit that will stop you. Both are worth deciding once rather than per task.

Incognito chats are available on all plans and are excluded from memory and from history entirely.

08

Artifacts and files

Artifacts are the panel to the right of the chat. They are also three different systems that share a name, with different limits and different sharing rules.

If artifacts don't work

Almost always one toggle: Settings → Capabilities → Code execution and file creation. The same switch also governs file creation, Python execution, XLSX reading, and the automatic summarisation that lets long conversations continue.

Chat artifacts

Markdown documents, code, single-page HTML, SVG, diagrams, and interactive React components. Each publish creates a version, selectable from a version picker. Highlighting text in a Markdown draft gives you Edit with Claude for a targeted revision that doesn't disturb the rest.

Published artifacts get a public link that works without a Claude account. They can hold persistent storage — up to 20 MB, enough for a tracker or a journal that survives between visits — call connectors for live data, and offer file downloads. An artifact can even call Claude at runtime, billed against each viewer's own subscription rather than yours.

One-way doors

Unpublishing an artifact is permanent. You cannot republish the same one — you must create a new artifact at a new URL — and unpublishing also deletes its stored data irrecoverably. Separately: sharing an artifact automatically grants access to attachments and files from the conversation it came from. And a connector-backed artifact can never be shared to a public link, on any plan.

Code artifacts and Cowork live artifacts

Code artifacts
Own gallery at claude.ai/code/artifacts. Single page, 16 MiB ceiling, no backend, and a strict policy that blocks every external host except Google Fonts. Everything must be inlined.
Cowork live artifacts
Persistent interactive pages that pull from connected apps and local files on open. Desktop only. They live on that computer and do not follow you to another device.

File creation and upload limits

LimitValueNote
Chat upload500 MB / file, 20 filesPer conversation
Project knowledge30 MB / fileUnlimited file count
PDF pages1,000 maxVisual elements are only processed up to 100 pages. Pages 101–1,000 are read as text only — charts, diagrams and scanned layouts in that range are invisible.
Images8000 × 8000 px1000 × 1000 or larger works best. Images embedded inside non-PDF documents are not analysed at all.
Generated files30 MB in and out.xlsx, .pptx, .docx, .pdf, PNG

The PDF rule catches both of your roles regularly — a 400-page brand guideline or a long implementation spec will silently lose everything visual past page 100. Split the file, or extract the pages that matter.

09

Skills, connectors, plugins

All three live under Customize in the left sidebar, each with a browse directory behind a plus button. They extend what Claude can do in different directions: skills change how it works, connectors change what it can reach, plugins bundle both.

Skills

A skill is a folder of instructions, and optionally scripts and reference files, that Claude loads only when it judges the task relevant. Because they are conditionally loaded, having twenty installed costs nothing until one fires.

The test for whether something should be a skill: would you otherwise re-explain the shape of the output every time you asked? A house format for design specs. A required structure for a customer runbook. A checklist that has to be applied identically each pass.

Custom skills are distributed as a ZIP whose root is the skill folder, containing skill.md with a name of 64 characters or less and a description of 200 or less. Skills installed from the directory are read-only — to change one, download a copy and re-upload it as your own. Anthropic ships skills for Excel, Word, PowerPoint and PDF; Notion, Figma and Atlassian ship partner skills.

Connectors

Add from Customize → Connectors or the plus button in the chat input. Connectors inherit your permissions in the source system — if you cannot see something there, Claude cannot reach it either.

The trap that catches everyone

Custom remote connectors are dialled from Anthropic's cloud, not from your machine. The server has to be reachable from the public internet. A connector that works perfectly on your laptop will fail if it sits behind a VPN, a corporate firewall, or on localhost. Local MCP servers running inside the desktop app are the workaround.

Stated security considerations, worth taking seriously rather than skimming: prompt injection from a malicious or compromised server is a named risk; a connector's behaviour can change silently when its developer updates it; and third-party services process your data under their own terms, potentially outside your jurisdiction. For Research runs, disable write-capable tools.

Plugins

A plugin bundles skills, pre-configured connectors, and — in Cowork only — subagents and hooks. Install from Customize → Plugins → Browse plugins. The default marketplace is Knowledge Work; Anthropic also curates Financial Services, Legal, and Life Sciences, the last of which is worth a look for health-tech implementations work.

10

Scheduling and Dispatch

Work that should happen without you being present. Both features are Cowork, not Chat.

Scheduled tasks

Cowork → Scheduled → New task. Claude can walk you through setup, or you can enter the prompt, approval mode, cadence, model and folder manually. Cadence options are hourly, daily, weekly, weekdays, or manual. From the same page you can pause, resume, edit, delete, or run a task on demand.

Cloud or local — this decides whether it runs

Scheduled tasks run remotely, so they fire on cadence with your laptop shut. But a task that needs local files or local apps runs locally instead, which means the desktop app has to be open and the machine awake. Anthropic states directly that scheduled tasks "can't be tied to a folder on your computer" — they work with your connectors and files saved to your Claude account. Design them around connectors, not the file system, and they will be reliable.

Available on all paid plans. There is no published cap on how many you can have.

Dispatch

A persistent thread you message from your phone. Claude decides whether to handle the request in Cowork or spawn a Code session, works on your desktop using your local files, connectors and apps, and pushes a notification when it is finished or blocked.

Dispatch is Pro and Max only — explicitly not available on Team or Enterprise, which is the rare case where a household plan has a capability a corporate one does not. It requires the desktop app open and awake, and it is a single continuous thread rather than a set of parallel ones.

11

Track A — design leadership

Track A

Principal-level product design across two market sites with a shared system. The work is specification, governance, evidence and handoff — not production code. Everything below assumes that.

Set up once

  • A project per programme, not per task. One for each market site, one for design-system governance. Each carries its own instructions and its own memory.
  • Put the rules in project instructions: your spec format, the component naming convention, the accessibility standard you hold to, the two markets' legal and content constraints, and what you never want proposed.
  • Connect Figma and GitHub. Figma reads design context and can write components back; GitHub gives Code a repo to read.
  • Turn one thing into a skill the first time you find yourself re-explaining an output format. Your spec template is the obvious candidate.

Read the implementation before you specify the change

Code tab, Plan mode, on the repo. Nothing gets edited. The output is a scope estimate you can defend in a room.

Code · Plan mode · Opus 5
Read-only. I need to understand the blast radius before I spec a change.

The change: move the configurator entry point above the fold on the
model detail page, and make it persist on scroll.

Tell me:
1. Which components render that entry point today, and their props.
2. Everything else that consumes those components.
3. Which of the layout values involved are design tokens and which are
   hard-coded.
4. Where the US and DE builds diverge on any of the above.
5. The three changes most likely to be argued about in review, and why.

Don't propose a solution. I want the map, not the route.

Design-system drift, on a schedule

The gap between what the library says a component does and what the code actually accepts widens every sprint, and nobody has time to audit it manually. This is a Cowork task set to run monthly.

Cowork · scheduled monthly · Extra high effort
Compare the Figma library components in [file] against their
implementations in [repo].

For each component, produce a row: component name, properties defined
in Figma, properties accepted in code, variance, and a severity —
cosmetic, behavioural, or accessibility-affecting.

Sort by severity. Exclude components where the only variance is naming.
Output as .xlsx with one row per component and a second sheet listing
components that exist in one place and not the other.

End with the five variances you'd raise first and one sentence each on
why.

Market variance as a first-class artefact

The recurring cost on a two-market programme is that variance lives in people's heads. Make it a document.

Chat · in the design-system project · Opus 5
For the [component] spec I'm writing, produce the market-variance
section covering US and DE.

Cover: required legal disclosure and where it must sit, price and
figure formatting, string-length tolerance for German, any consent or
cookie interaction, and image or content restrictions.

Where the two markets need genuinely different behaviour rather than
different content, say so plainly and flag it as a design decision
rather than a localisation one — those are the ones that get missed.

Accessibility as states, not as a checklist

Chat · Opus 5
Here's the interaction spec for [component].

Map WCAG 2.2 AA to it by state — default, hover, focus, active,
disabled, loading, error, empty. For each state give me the criteria
that apply, what would fail, and the annotation I should put on the
Figma frame so engineering doesn't have to interpret it.

Where a criterion can't be satisfied without changing the interaction
design, say so instead of proposing a workaround.

Research synthesis that survives a stakeholder

Ask for disagreement rather than themes. Themes flatten the thing that makes research useful.

Chat · in a project holding the corpus · Opus 5
These are [n] session transcripts and the intercept survey.

Don't give me themes. Give me:
1. Where participants contradicted each other, and what distinguishes
   the two groups.
2. Where participants contradicted themselves — said one thing, did
   another.
3. What the data does not support, including anything the brief
   assumed going in.
4. The two findings that would change the roadmap if true, and what
   evidence would confirm or kill each.

Quote directly. Attribute every claim to a session.

Divergence, before Figma

The one use of Claude Design that survives contact with a governed system is throwing away options fast. Run it on the /design canvas inside Code rather than at claude.ai/design — it versions properly there, and it sits next to the repo. Section 04 covers what it can and cannot be trusted with.

Code · /design · Opus 5
Six directions for the [campaign / model launch] landing page, as
separate artboards on one canvas. Desktop only.

Constraints: the hero must carry a configurator entry point and a
legal disclosure line. Assume German string lengths, so nothing that
breaks past roughly 40% expansion.

Make them genuinely different — not six versions of one layout. Vary
where the vehicle imagery sits, how the model range is entered, and
whether pricing appears above the fold.

I'm going to throw five of these away. Don't polish.

Treat the output as a sketch that argues for a direction. It is not a spec, it does not carry your tokens, and nothing from it should reach a library file. If the goal is to get a built interface back into Figma as real editable layers, that is Code to Canvas, not Claude Design.

12

Track B — implementations and client-facing work

Track B

Configuration, migration, runbooks, onboarding and escalation. The work is repeatable in structure and different in every detail, which is precisely the shape that rewards projects and skills.

Before anything else

In health-tech, the constraint is not a feature limit — it is that a personal Max plan carries no BAA and is not a HIPAA-eligible offering. No PHI, no patient-identifiable data, no production record extracts, including in screenshots and log files. Work with synthetic or de-identified data and schema, which is almost always sufficient: mapping a field is the same job whether or not the field contains a real name. Anything involving live patient data belongs on an employer-provisioned account under an agreement that covers it.

Set up once

  • A project per customer. Its knowledge holds their configuration decisions, integration inventory and constraints. Its memory is isolated from every other customer's — which is the point.
  • One project for the method itself, holding your standard runbook structure, your gate criteria, and your escalation thresholds.
  • Turn the runbook structure into a skill so it applies without being pasted.
  • Connect the systems you actually live in — mail, calendar, whichever tracker — and leave the rest disconnected. Past about ten active connectors, performance degrades and you should switch tool access to On demand.

Source-to-target mapping as a real worksheet

Cowork · High effort
Attached: the source schema export and our target field list.

Produce a mapping worksheet as .xlsx:
- One row per target field: target field, type, required, source field,
  transformation, confidence.
- Flag every target field with no clean source, and every source field
  with no destination.
- A second sheet for transformation rules written so an engineer can
  implement them without asking me what I meant.
- A third sheet listing the questions I need to put to the customer,
  ordered by how much rework the wrong answer causes.

Use no real data. Where you need an example value, invent one and mark
it as synthetic.

Runbook and go-live checklist

Cowork · in the customer project · Opus 5
Using the configuration decisions in this project's knowledge, produce
the implementation runbook in our standard structure.

Then produce two things separately:
- A go-live checklist with an owner and a verification step per line.
  A line that can't be verified isn't a line.
- A rollback plan covering the three failures most likely to happen in
  the first 48 hours.

Mark every step that depends on the customer doing something. Those are
the ones that slip.

Weekly status, assembled while you sleep

A scheduled Cowork task. Build it around connectors rather than local files, or it will only run when your laptop is open.

Cowork · scheduled Friday · Medium effort
Assemble this week's status for each active implementation.

Per customer: what moved, what didn't and why, what's blocked and on
whom, and what changes next week's forecast.

Separate what I know from what I'm inferring. If a customer has gone
quiet for more than five working days, say so at the top — silence is
the signal I most often miss.

One page per customer. No preamble.

Escalation triage

Chat · Opus 5
Here's the thread. Redacted, no patient data.

Give me:
1. The timeline of what actually happened, separated from what people
   believe happened.
2. The real ask underneath the stated ask.
3. What we got wrong, stated plainly.
4. Two response options — one that holds the line, one that concedes —
   with the likely consequence of each.

Then draft the one you'd send. Direct, no apology padding, no
commitments I haven't authorised.

Discovery into requirements

Chat · in the customer project
These are my discovery notes.

Turn them into: confirmed requirements, assumed requirements I need to
validate, and out-of-scope items I should get in writing.

Separately, list the contradictions between what different stakeholders
told me, with who said what. Then the five questions whose answers most
change the shape of the implementation.

Don't smooth over the gaps. The gaps are the deliverable.
13

Prompting that holds up

Advice about being specific is not useful, because everyone already believes they are being specific. These are the moves that change output quality reliably.

Give constraints, not tasks

Under-specified constraints cause more bad output than under-specified tasks. What must be true, what must not appear, what has already been rejected and why. Rejections prune the search space harder than any positive instruction.

Name the shape of the output

"One row per component," "one page per customer," "no preamble." Format instructions are cheap and they work.

Ask for the disagreement

"Summarise" flattens. "Where do these sources conflict, and what distinguishes them" gets you the part you couldn't have written yourself.

Make it work from what exists

Have it read the current implementation, the previous spec, the last runbook — then write the new thing as a difference from that. Output grounded in an artefact is far harder to hand-wave.

Ask for assumptions first

When a wrong direction is expensive, ask it to state its assumptions and its plan before producing anything. Cheaper to correct a paragraph than a deck.

Say what you'll do with it

"This goes to a sceptical stakeholder who will look for the weakest number" changes the output more than three sentences of tone instruction.

One asymmetry worth internalising: in Chat, one thing per turn — you are steering, and a turn that carries four questions gets four shallow answers. In Cowork, everything at once — you are delegating, and every constraint you leave out is one it has to guess about hours later with no way to ask.

14

Failure modes

SymptomCauseFix
Artifacts won't render; no files producedCode execution is offSettings → Capabilities → Code execution and file creation
Answers cite nothing, or are out of dateWeb search is off by default and is a per-chat toggleThe slider icon in the chat input
Custom connector won't connectThe server isn't reachable from the public internetRemote MCP dials from Anthropic's cloud. Use a local MCP server via the desktop app instead
Answers degrade as a conversation goes onContext rot — recall falls as token count risesStart a new chat. Carry forward a short summary, not the transcript
Hit the limit far sooner than expectedEvery turn re-bills the whole conversationShorter chats, fewer attached documents, lower effort for routine turns
Switching model doesn't restore accessSession and weekly limits apply across all modelsOnly the Opus sub-limit in Code is model-specific. Otherwise wait or add credits
Cowork doesn't know what you told ChatMemory doesn't cross into CoworkPut it in project instructions or a skill
Scheduled task didn't runIt needed local files, so it ran locally, and the desktop app was closedRebuild it around connectors and files saved to your Claude account
It "read" a long PDF but missed the chartsVisual processing stops at page 100Split the file, or extract the pages that matter
It missed things in a large project corpusAbove the threshold, project knowledge is searched, not readWork in batches small enough to sit in context and say completeness matters
Design output ignores your design systemIt imported an approximation, and validates against that, not your rulesExpected behaviour, not a bug. Use it for divergence, not compliance
Costs jumped after topping up creditsCache lifetime drops from 1 hour to 5 minutes on creditsKeep sessions short, or reconsider the plan tier
15

Expiry and uncertainty

This document is accurate as of 21 August 2026 and will not stay that way. Below is what is dated, what is contested between Anthropic's own pages, and what nobody publishes.

Dated

  • A 50% increase to weekly Claude Code limits runs through 31 August 2026. It has been extended twice. Anthropic says it hopes to make it permanent but that capacity may be tight. Any judgement you form this month about whether your allowance is sufficient is flattered by roughly a third.
  • Haiku 4.5 is the oldest model in the active lineup, with a February 2025 knowledge cutoff, and is eligible for retirement from 15 October 2026. Minimum notice is 60 days.

Contested between Anthropic's own pages

  • Tab structure. The desktop changelog describes the merged Home; the desktop documentation still says three tabs. Rollout, or documentation lag.
  • Context window. The support article states 1M tokens for Opus 5 and Sonnet 5 on all paid plans; the pricing page still says 200K. The support article is more specific and more recent.
  • Weekly reset time. One page says Monday midnight; another says a fixed time assigned per account. Check yours under Settings → Usage.
  • Claude Design on desktop. The get-started article says web and the desktop sidebar; the admin guide still lists it as web-only. Desktop is almost certainly current and the admin page stale.
  • What the /design canvas exports. The skill definition says PNG and PDF; hands-on reports say PNG and an HTML zip. Unresolved, and probably version-dependent.

Not published at all

  • Absolute usage limits. Anthropic publishes multipliers only — 5× and 20× Pro. Every message count, token cap or hours-per-week figure online traces back to August 2025 numbers invalidated by a doubling in May 2026. Treat all of them as folklore.
  • Token multipliers per effort level. None published. Third-party estimates exist and are self-described as approximate.
  • Caps on the number of scheduled tasks, skills, or projects on a paid plan.
  • Canadian dollar pricing. Anthropic says regional pricing applies where supported. Check claude.ai/upgrade while signed in from Toronto for the authoritative local price and tax treatment.

Inferred, not confirmed

  • That writing styles have been retired. They are absent from all current documentation; no removal was announced.
  • That Haiku 4.5 has no effort control. It is missing from every effort-support table and documented as using the older thinking parameter, but the exclusion is never stated outright.
  • Code to Canvas. Everything in section 04 about it rests on press coverage from February 2026 — I could not retrieve a primary Anthropic or Figma page. Verify against Figma's documentation before planning around it.
  • Whether the /design canvas inherits an org-published design system. Undocumented either way; practitioners name their component library in the prompt rather than assume it.
Keeping this current

Anthropic's release notes and help centre are the primary sources for everything above, and both change weekly. The cheapest way to keep this document honest is to ask Claude to re-check it against them and mark what moved.