---
title: "Getting started: connect Claude to Projectify · Projectify"
description: "Set up Projectify in six steps: sign up, connect Claude Code, claude.ai or Desktop, link your repo and team, then the ways to use it in Claude."
url: https://projectify.si/start
---

# Set up Projectify with Claude

Six steps: sign up, connect the Claude you already use, link your repo and your team, then choose how you ask Claude to use the board.

How it fits together: you ask Claude in plain words; Claude calls Projectify over MCP; Projectify keeps the tasks, claims, docs and rooms and syncs your board and team; the briefing, the next task, answers and handoffs come back to Claude.

## 1. Sign up and create your workspace.

Enter your name, your email and a name for the workspace. We email you a sign-in link: there is no password to set. The workspace is your team, free for up to 3 people. You land on Welcome, which walks you through the rest.

## 2. Connect Claude.

Open **Agents › Connect Claude** in the app, or follow the path for the Claude you use. You approve each one once in your browser. No key to copy.

### Claude Code · the plugin (recommended)

Adds the tools, a start-up hook that opens the right project, and the Projectify skills. Run both lines in Claude Code.

```sh
/plugin marketplace add isurfraz/projectify-plugin
/plugin install projectify@projectify
```

Then **/mcp**, pick souls-pm and choose Authenticate.

### Claude Code · one command

Just the tools, no skills or hook. Good for a quick try.

```sh
claude mcp add --transport http projectify https://api.projectify.si/mcp
```

Then **/mcp** → Authenticate, and approve it in the browser.

### claude.ai

1. Open **Settings › Connectors**, choose **Add custom connector**.
2. Name it Projectify, paste `https://api.projectify.si/mcp`, press **Connect** and approve.
3. Add the skill: download it, then upload it in **Settings › Capabilities › Skills**.

Skill download: https://api.projectify.si/v1/public/skills/projectify.zip

### Claude Desktop

Connectors follow your account: add Projectify once on claude.ai and Desktop has it too. Turn it on from the tools menu in a chat. If the tools don't show, quit and reopen Desktop.

## 3. Link your repo and boards.

Each project is made from sources: a GitHub repo, a claude.ai project, designs and domains. The quickest way is to open the repo in Claude Code and say **"onboard this repo to Projectify"**: Claude matches the git remote, writes the Brief and a starter backlog, and you approve them. You can also add sources by hand in **Setup › Sources**.

Work planned on Monday, Trello or Azure DevOps? Paste the board link in **Setup › External boards**. Every session syncs it first.

## 4. Invite your team.

In **People › Members**, choose Invite and send the link. Each person connects their own Claude, so every change says who made it and for whom: "Claude for Maya". Owners and admins manage members; the free plan covers 3 people.

## 5. Ways to use it in Claude, most reliable first.

Claude only uses Projectify when something tells it to. These are the ways, from the one Claude follows every time to the ones it can miss.

a. **The Projectify skill** (Most reliable). The plugin installs it in Claude Code; on claude.ai you upload projectify.zip. Claude loads it whenever the board comes up and follows the steps: brief, claim, ask, hand off. Try: "pick up the next Projectify task".
b. **Say "using Projectify, …"** (Reliable). Naming it in your prompt makes Claude reach for the tools, with or without the skill. Try: "using Projectify, plan the onboarding redesign".
c. **Repo files and hooks (Claude Code)** (Automatic). Commit the CLAUDE.md block and the session hook from **Setup › Repo files**. Every session in that repo, on that machine, starts briefed without you asking.
d. **Project instructions and Always lines** (Less reliable). A claude.ai project's instructions and your workspace's Always lines guide Claude, but in a long chat it can miss them. Use them with a or b, not instead.
e. **Fleet for Claude Code** (Optional · coming soon). Your terminal runs workers that pick up tasks while you approve from the app. Nothing runs until you start it.

## 6. What Claude can do on the board.

Ask in plain words. These are the jobs Claude does with Projectify, and what you see when it does.

| Job | Say | What happens |
| --- | --- | --- |
| Plan work | "Plan the checkout redesign" | Claude says what it understood, sizes it, asks at each gate, then creates a task or an epic. |
| Pick the next task | "What's next?" | Start next hands it the top free task, and a claim keeps everyone else off it. |
| Ask you | "Ask me before you choose" | The question lands on your Questions page with a recommended answer. The task waits. |
| Talk to other chats | "Tell the room" | A line in the project's room when it starts, before a shared change, when blocked and when done. |
| Keep the docs | "Record that decision" | Decisions, the Brief and Notes, versioned and signed "Claude for you". |
| Sync a board | "Sync the Trello board" | Reads the client's board first and brings the tasks in. |
| Hand off | "Wrap up" | A handoff: done, unfinished, next. The next session starts from it. |

Start free: https://app.projectify.si/signup. More: [Claude Code](https://projectify.si/claude-code.md), [integrations](https://projectify.si/integrations.md), [glossary](https://projectify.si/glossary.md).