Many businesses use Claude as a simple chatbot, tapping into only a fraction of its immense power. By strategically leveraging Claude’s advanced features, particularly its Projects, Connectors, and ability to interact with local files, you can create a sophisticated “Business Brain Content Advisor” that provides highly personalized, data-backed insights tailored specifically to your operations. This goes far beyond generic advice, offering a significant boost to your operational efficiency and strategic decision-making.
Here’s a step-by-step guide to setting up your own Business Brain Content Advisor using Claude:
1. Choose Your Platform: The Claude Desktop App
While Claude offers online and Anthropic Console access, the desktop version is highly recommended for building your Business Brain Content Advisor. The desktop app provides the most robust capabilities, particularly its ability to connect directly to files and tools on your computer, which is crucial for this use case.
2. Create Your Knowledge Base: A Dedicated Local Folder
The foundation of your Business Brain is a structured knowledge base. On your computer, create a dedicated folder (e.g., “The AI Playbook Content” as an example). This folder will house all the essential information Claude needs to understand your business deeply.
Within this folder, you should include:
- System Prompts: Core instructions for Claude’s role and behavior.
- Memory Files: Information to help Claude maintain conversation continuity.
- Contextual Files (in Markdown format): Detailed information about your business, brand, specific offers, writing style, preferred tone, brand strategy, membership programs, YouTube channel content, and any other relevant operational details.
The goal is to provide Claude with a comprehensive understanding of your entire business ecosystem.
3. Implement Persistent Memory for Continuous Learning
By default, Claude’s standard plan does not have persistent memory, meaning it forgets past conversations. To enable it to track business evolution and remember previous interactions, you need to add a Knowledge Graph Memory Server (MCP). This is an external connector, often found on platforms like GitHub.
To integrate this memory:
- Go to Claude’s Settings, then Developer, and click Edit Config.
- This will open a JSON file.
- Copy the specific code provided for the Knowledge Graph Memory Server (often an
npx
command) and paste it into this text file. - Save the file. Once saved, your Claude desktop project will have persistent memory, allowing it to remember information across sessions.
4. Grant Local File Access: The File System MCP Connector
For Claude to access the knowledge base you created in your local folder, you need to enable the File System MCP connector.
To do this:
- Go to Claude’s Settings, then Connectors.
- Click Browse Connectors and look under Desktop Extensions.
- Enable the File System connector. This grants Claude permission to access directories and files directly on your computer, ensuring its advice is based on your most current and internal business data, not just publicly available cloud information.
5. Craft the Ultimate Prompt: Guiding Your Advisor
The instructions you give Claude are paramount. Within your “Business Brain Content Advisor” project, create a detailed prompt that defines Claude’s role and how it should utilize the connected resources.
Your instructions should include:
- Role Definition: Clearly state, “You’re my trusted advisor and an expert online B2B marketer.”
- File System Usage: Instruct Claude to “use the file system MCP to access directories and files.”
- Memory Integration: Command it to “access and update memory files” and provide the specific path to your memory folder, emphasizing its purpose: “to maintain conversation continuity and track business evolution across sessions.”
- Contextual Directives: Tell it to “use my terminology” (which is defined in your files) and specify that it “can use any content from this directory, its subdirectories, and its files.”
- Memory Guidelines: Instruct it to “follow the memory system guidelines” (referring to the hundreds of lines of code you’ve provided about your business).
- Initial Training: You’ll need to train this project on your specific information. You can ask Claude what information it has on you based on a set of questions (e.g., about your business, goals, challenges). If it lacks information, ask it to provide these questions one by one and then provide the answers, gradually building its knowledge base about your business.
- Output Parameters: Define its tone, personality, language choices (e.g., “avoid flattering”), and any specific principles or frameworks it should use (e.g., “the 80/20 rule,” “Keep It Simple, Stupid,” “solid encapsulation principles”).
6. Unleash Your Business Brain Content Advisor
With your Business Brain Content Advisor set up, you can now ask Claude complex, business-specific questions. For example, you might ask, “How do I grow my email list over the next 90 days?”
Because Claude has access to your up-to-date business files on your hard drive, persistent memory of past interactions, and a deep understanding of your brand and goals, it will:
- Request permission to access your file system.
- Process the relevant contextual files.
- Generate a highly specific, personalized, and data-backed plan tailored to your unique scenario, potentially analyzing your newsletter open rates, engagement, and current activities to provide phased, step-by-step recommendations.