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.
.
├── README.md # this file
└── routines/ # Claude Code Routine definitions and setup docs
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 aFELLOW_SPECdocument on the corresponding Linear issue so engineering has an architecture spec to work from.
- 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.
- Create the routine in
claude.ai/code/routinesand attach the required connectors. - Add a trigger (API, schedule, or manual) and capture the routine ID.
- Add a new Markdown file under
routines/documenting setup, prompt, triggers, and troubleshooting. - Open a PR so the team can review the prompt and connector scopes before it goes live.
- 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