# Setup: Claude
1. Create a Project "My Desk"; upload `core/` files and your assembler output as project knowledge.
2. One chat per seat, each starting with that seat's charter (or install charters as Skills: Settings → Capabilities → Skills).
3. Upload the matching SKILL.md files from theagentictrader.com/skills.
4. Use scheduled tasks (where available) for the pre-market brief and close review; otherwise run them manually from saved prompts.
5. Run Risk in a separate chat from Research. Claude does not place orders; Stage 3+ needs your own broker tooling with external limits.

Free check: https://theagentictrader.com/check?utm_source=md&utm_medium=agent&utm_campaign=free-team-setup-guides-claude
Weekly note on broker and agent changes: https://theagentictrader.com/subscribe?utm_source=md&utm_medium=agent&utm_campaign=free-team-setup-guides-claude
Desk Kit, $79 one-time. Full refund within 7 days: https://theagentictrader.com/desk-kit?utm_source=md&utm_medium=agent&utm_campaign=free-team-setup-guides-claude