Here’s how it goes.
Set it up once. Then keep talking to Claude the way you already do.
Get set up.
Create your account and choose a plan.
Sign up, pick Solo or Team, and you’ll get a link to add to Claude.
Add Munshee to Claude.
Paste the link into Claude’s connector settings, then approve access.
Start a chat.
Ask Claude to save, find or change something. Try it right here.
Sample messages. Nothing is saved.
From the first chat to three weeks later.
- Day one
Describe what you keep.
Add Munshee to Claude, then say what you want to keep track of. Munshee builds it, with your own fields.
Example in Claude Set up a place to keep my clients, and who referred them.Done. You now have Clients.Clients- Name text
- Email email
- Company text
- Referred by link · ClientsCustom
munshee· created just now - Same day, mid-conversation
Save it as you go.
When something is decided, ask Claude to keep it. It is saved and linked to the right client.
Example in Claude Save this: Dawn’s team is going ahead with Option A.Saved, and linked to Dawn Light.Going ahead with Option A- Channel
- Meeting
- Summary
- Phased rollout from June 2. Fits their Q3 budget. Next: send the contract Friday.
munshee· created just now - Wednesday, a new chat
Change the shape any time.
Add a field or a link just by asking. Nothing you saved is lost.
Example in Claude Add a renewal date to clients.Added. Every client now has one.Clients- Renewal date date
munshee· updated just now - Three weeks later, a brand-new chat
Pick up where you left off.
Ask in plain words. Claude finds the record and everything saved with it.
Example in Claude Where did we land with Dawn?She’s going ahead with Option A. Next step: send the contract Friday.Dawn Light- Company
- Bramble Studio
- Referred by
- Lena Park
- Latest
- Going ahead with Option A
munshee· found in a new chat - As you grow
Stay in charge.
Invite your team or a client, and choose what Claude can read or change, down to a single field.
Example in Claude Ask me before changing a client’s email.Here are the Clients settings. Set Email to Ask first and save, and I’ll check with you before changing it.Clients- Name textWrite
- Email emailAsk first
- Company textWrite
- Referred by linkWrite
munshee· change this any time
Your Claude work, organized.
Want to learn more before you try? Book a call here.