# Your Kolinea folders in Claude

> Connect Claude to your folders: it reads what you read and prepares your requests. Nothing reaches a client until you have published it.

## Claude reads your folders as you read them

To talk to Claude about a folder, you used to copy what it holds into Claude, then copy its answer back into Kolinea. Once Claude is connected, it reads your folders itself: their threads, including your team’s internal notes, their documents, their participants, your directory and your templates.

It reads exactly what you read, no more and no less. It works in the workspace you point it to, and sees no folder you are not part of. When you ask it what to do first, it relies on the [Cockpit](/en/features/cockpit): threatened milestones, then your actions in order.

## It prepares, you publish

What Claude prepares for a client waits in the folder’s planned publications, marked as prepared by your assistant. It gives you the publication’s link, which opens it ready to review. You correct it if needed, then publish it from Kolinea, or dismiss it.

Some actions only concern your team: an internal note, a participant added without being notified, a folder opened or duplicated. Claude does them straight away. A contact added to a folder only receives their link when you invite them, or when you publish something they can see.

## A connection in your name, which you keep in hand

The connection gives Claude your rights in Kolinea, no more. The audit log keeps what it did, as “Claire Martin (via her assistant)”, with your own name. You revoke it at any time from the “AI assistant” page, where it is listed with the date it was last used.

Kolinea adds no AI of its own. The content Claude reads only goes to Anthropic, the provider you chose: choose it as you would any tool you trust with your clients’ exchanges. What the assistant reads and prepares is detailed on the [AI assistant](/en/features/ai-assistant) page.

## What you can do

- Ask what is waiting for you today: the folders where action is expected, and what comes up in the next 14 days
- Get an update on a folder: what is decided, what is waiting and the next deadlines
- Prepare a request, a document request or an appointment proposal, which waits in the folder’s planned publications
- Prepare the follow-ups for what is late, and send none of them
- Gather what a contact owes you across all their folders, and prepare a single message covering it all
- Write an internal note, add a contact from your directory to a folder, open or duplicate a folder

## Setup

1. In Kolinea, open your settings, “AI assistant” page, choose Claude and copy the server address.
2. In Claude, open Settings → Connectors, then “Add custom connector”, and paste that address.
3. Sign in to Kolinea when Claude asks you to, then click “Allow”.

## Limits

- Claude publishes nothing to your participants, follows up with no one, invites no one and sends no e-mail: a team member publishes from Kolinea.
- It uploads no document, creates no contact in your directory, and deletes, closes or reopens no folder.
- Custom connectors depend on your Claude plan.
- The AI assistant is part of the Premium plan: on the Free plan, Kolinea refuses the connection, and deletes nothing.
- A connection unused for 90 days switches off, and none lasts more than 180 days: you then connect Claude again.