Claude Projects for Teams

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

Why Use Projects?#

Claude Projects let you create a dedicated workspace for each client. When you or a team member opens that project, Claude automatically knows which client mind to use. No need to say "switch to Acme Corp" every time — it just works.

This is especially useful when:

• Multiple team members (VAs, freelancers) work on the same client
• You want a clean mental model: 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 Coppermind CMO.
Always switch to [Client Name] when starting a conversation in this project.
Use Coppermind tools for meeting prep, memory search, brand voice, and client context.

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

These instructions ensure that anyone working in this project — you, your VA, your freelancer — automatically connects to the right client mind.

Step 3: Add Coppermind as a Connector#

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

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

Now every conversation in this project has access to that client's memories, brand voice, meeting history, and all 45+ Coppermind 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 Coppermind 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 Coppermind
• The connector is pre-configured — no setup needed on their end
• 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 Coppermind

Do I Need Projects?#

No. Projects are a convenience, not a requirement. You can use Coppermind in any Claude chat:

Switch to Acme Corp

Claude detects the Coppermind 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 just make it easier to stay organized — especially when you're explaining the workflow to team members who aren't as technical.

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 Coppermind tools handle the rest.
• Team members need their own Coppermind 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 coppermind, cm, or cmo and Claude treats it as a Coppermind request (it fires only when the word is first). Works in or out of a project, as soon as you're connected.