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Getting Started

Claude Projects for Teams

3 min read

How to set up Claude Desktop Projects so your entire team can access a client's Armbrain — no manual switching required. Requires a Claude Teams account.

Why Use Projects?

Claude Projects create a workspace for each client. When a team member opens it, Claude knows which client mind to use. You do not need to say "switch to Acme Corp" every time.

This is especially useful when:

  • Multiple team members (VAs, freelancers) work on the same client
  • You want one project per client.
  • You want to pre-configure which tools are available for a client

Important: This feature requires Claude Teams. Teams has built-in cross-sharing that makes project-level MCP connections possible. Solo Claude accounts don't support shared project configurations.

Step 1: Create a Project

  1. Open Claude Desktop
  2. Click the menu and select Projects
  3. Create a new project named after your client (e.g., "Xscape")

Step 2: Add Project Instructions

Scroll down to Project Instructions and paste instructions like this:

Client knowledge and meeting histories are managed through Armbrain.
Always switch to [Client Name] when starting a conversation in this project.
Use Armbrain tools for meeting prep, memory search, brand voice, and client context.

Replace [Client Name] with the actual client name as it appears in Armbrain.

These instructions ensure anyone on your team automatically connects to the right client mind.

Step 3: Add Armbrain as a Connector

Below the project instructions, you'll see a section for Connectors (MCP servers and tools).

  1. Check Armbrain to enable all Armbrain tools in this project
  2. Optionally enable Web Search or any other tools your team needs
  3. Click Save

Every chat in this project now accesses client memories, brand voice, meeting history, and 45+ Armbrain tools.

Step 4: Verify It Works

Open a new chat in the project and ask something like:

How many memories do we have for this client?

Claude will connect to the Armbrain MCP server, switch to the correct client mind, and return the answer. If you've been ingesting meetings and emails, you might see hundreds of memories ready to use.

What Your Team Sees

When a team member opens the project:

  • The project instructions tell Claude to use Armbrain
  • The connector is pre-configured, so they need no setup.
  • They can search memories, prep meetings, and draft content using the shared client mind
  • All access respects the team sharing permissions you've set in Armbrain

Do I Need Projects?

No. Projects are a convenience, not a requirement. You can use Armbrain in any chat with your AI:

Switch to Acme Corp

Your AI detects the Armbrain MCP server and switches to that client's client mind. This works in:

  • Any Claude Desktop chat (outside of projects)
  • Claude Code
  • Co-work mode
  • Any surface that has Claude with the MCP server configured

Projects make it easier to stay organized, especially for non-technical teammates.

Tips

  • One project per client is the cleanest setup. Name the project after the client.
  • Keep project instructions short. One or two sentences is enough. The Armbrain tools handle the rest.
  • Team members need their own Armbrain account with access to the shared client mind. Add them via team before setting up the project.
  • Projects work alongside manual switching. If you forget to open the right project, just say "switch to [client]" in any chat.
  • Quick shortcut. Begin any message with armbrain, cm, or cmo and your AI treats it as an Armbrain request (it fires only when the word is first). Works in or out of a project, as soon as you're connected.