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An AI that knows your business.

Claude Code or Codex in an organized folder of your documents, with rules it learns from and checks it can't skip.

Glossary

What it is

A chat window forgets you. A workspace is Claude Code or Codex working inside a folder of your own documents: it reads them first and writes down what it learns.

CompareChat windowAI workspace
Knows your businessOnly what you paste inReads your folders
Learns from correctionsForgets next chatWrites the lesson down
Does the workText to copyFiles the finished document

The folder structure

Plain folders and markdown files. Numbered stages set the order; a table of contents tells the AI where everything is.

your-business/
├── CLAUDE.md
The rules
├── INDEX.md
Table of contents
├── 00_inbox/
New documents
├── 01_knowledge/
One page per client, process and product
├── 02_drafts/
Work in progress
├── 03_review/
Waits for a person
├── 04_final/
Approved
└── .env
Keys, never read

Rules that make it improve

Loads at the start of every session. One line turns every correction into a permanent lesson.

CLAUDE.md
# Rules- Read INDEX.md first.- When I correct you, add the lesson below.- Nothing moves to 04_final without me. # Lessons- Client emails: first names, no exclamation marks.

Skills

Saved routines the AI runs on request.

  • /tidy

    Files loose documents, fixes names and updates the table of contents.

  • /train

    Reads your new work and updates its knowledge and lessons, for you to approve.

  • /draft-reply

    Drafts a client email from your templates and leaves it for review.

Connections

Reach the systems you already use.

  • MCP connectors

    Let the AI use an app you have, like email, files or a CRM, with your approval.

  • Public data

    SEC filings, FDIC bank data, Federal Reserve rates, pulled on request.

  • A small database

    Your clients, jobs or prices in one table the AI can query.

  • API keys

    Passwords for programs, kept in a .env file the AI is blocked from opening.

Gates and checks

Rules ask; gates enforce.

  • PermissionsIt asks before editing, sending or running anything new.
  • HooksScripts that always run: block .env, stop a draft with an SSN.
  • Review foldersNothing reaches a client until a person moves it.
  • Version historyEvery change saved, so anything can be undone.

Where it runs

Whichever editor you use, only your company's Claude or Codex account does the AI work.

  • Our default

    VS Code

    Free, from Microsoft, and usually already approved by IT.

    • Official Claude Code or Codex extension only
    • Workspace Trust on, as it ships
  • With its AI off

    Cursor

    Fine with its own AI switched off: left on, it sends code to Cursor's servers.

    • Tab, chat and indexing off
    • Workspace Trust turned on: it ships off
  • Simplest

    Claude app

    The Code tab in the Claude desktop app. Nothing else to install.

    • No editor to approve

Ask your IT provider before installing anything on a company computer.

Where the method comes from

Questions

Do we need to know how to code?
No. You talk to it in plain English, and the folders and rules are ordinary documents.
Is our client data safe in it?
On a business plan nothing trains on your data, full SSNs, bank, account and card numbers, and health information stay out, and nothing leaves without a person approving it.
What does it cost to run?
The AI seat you'd buy anyway: Claude Team from $20 a person a month includes Claude Code. VS Code is free.

From Anthropic, OpenAI, Microsoft and Cursor documentation and published security research, checked November 2026.

Rather talk it through?

Book a call. Caleb will point you to the right plan and the first project for your business.