Claude Configuration

This repository stores configuration, instructions, and reusable routines for Anthropic's Claude products as used at TaxCloud/Ziptax:

• Claude Chat — conversational workflows and prompts
• Claude Cowork — shared/team workspaces and collaborative automations
• Claude Code — CLI/agentic coding workflows, routines, and skills

It is the canonical home for anything that shapes how Claude behaves across the org: prompts, routine definitions, connector setup notes, and operating instructions.

Repository layout

.
├── README.md        # this file
└── routines/        # Claude Code Routine definitions and setup docs

routines/

Each file in routines/ documents one Claude Code Routine: its purpose, the connectors/MCP tools it relies on, the prompt, how to trigger it (API, schedule, manual), and common troubleshooting.

Current routines:

• Fellow Meeting to Linear Spec (routines/Fellow Meeting to Linear Spec.md) — pulls context out of Fellow meeting notes and updates a FELLOW_SPEC document on the corresponding Linear issue so engineering has an architecture spec to work from.

Conventions

• One Markdown file per routine, named after the routine's human-readable purpose.
• Each routine doc should cover: how it works, prerequisites, setup steps, trigger instructions, environment variables, and common issues.
• Secrets (bearer tokens, API keys) are never committed. Store them in a secret manager and reference them by variable name only.

Adding a new routine

1. Create the routine in claude.ai/code/routines and attach the required connectors.
2. Add a trigger (API, schedule, or manual) and capture the routine ID.
3. Add a new Markdown file under routines/ documenting setup, prompt, triggers, and troubleshooting.
4. Open a PR so the team can review the prompt and connector scopes before it goes live.

References

• Claude Code Routines: https://code.claude.com/docs/en/routines
• Claude Code docs map: https://docs.claude.com/en/docs/claude-code/claude_code_docs_map.md