Illustration: downloading Claude Desktop from claude.ai and dragging it into Applications.
Using Briefly starts with a login we set up for you.
- Download first, then book a demo so we set up your firm's sign-in.
- From there your whole team shares how your firm likes its briefs written.
Not sure what you’re about to open? This page installs the Briefly connector, which adds Briefly to Claude Desktop.
- One download, pick a folder on your computer, sign in, and you’re set up.
- Client files stay in that folder. Our servers only see your sign-in, a seat check, de-identified preferences, and a short usage record for each tool call, never a client file.
If your firm would rather work from a browser with no install, Briefly also has a web app with its own sign-in.
Five minutes, start to finish.
Five steps. Use the dots to jump ahead.
Step 02
Download Briefly
One click here, then open it from your browser’s downloads.Shown in Chrome. In Safari, downloads live under the arrow next to the address bar.
Illustration: clicking Download Briefly on this site and opening the downloaded file.
Step 03
Claude installs it
Click Install, then Save. Nothing to type.The settings screen is optional. Save and move on. The red Anthropic notice is standard for extensions installed outside its directory.
Illustration: Claude Desktop installing the Briefly extension and confirming it meets its requirements.
Step 04
Sign in once
Your login is the whole setup.Use the login we set up for your firm, and Briefly knows you and your firm.
Illustration: signing in to Briefly from inside a Claude chat.
Step 05
File, then brief
Save statements into intake, then ask.“File everything in my intake folder.” Then, “Prepare a meeting brief.”
Illustration: saving client files into the intake folder, then asking Claude for a meeting brief.
With the Briefly connector, your original files stay on your machine. Briefly saves them in your folder, builds every brief locally, and never uploads your files. The finished brief is written by your own Claude, so its content follows your Claude plan and privacy settings. The web app works differently, since its files live in Briefly’s hosted environment. How we handle data
Works in Claude Desktop on macOS and Windows
Questions before you install.
Do I need Claude to use Briefly?
Yes. Briefly is a connector you add to Claude Desktop. You need the free Claude Desktop app installed first, then Briefly plugs into it. If you already use Claude for chat or writing, it’s the same app, and Briefly reads your client files from inside it.
Will my Mac warn me when I open the download?
It might. The connector isn’t yet signed with an Apple developer certificate, so macOS may show an unidentified developer notice the first time you open the file. Right-click the file, choose Open, and confirm once. Claude Desktop then shows its own notice that the extension isn’t verified by Anthropic, which is normal for any third-party connector. Neither notice means the file reached our servers. It installs locally either way.
Where do my client files live?
With the Briefly connector, client files live on your computer, in a folder you pick during setup. Briefly reads and writes files there directly, and nothing gets uploaded to a Briefly database or cloud storage account. The browser web app works differently. Its files live in Briefly’s hosted environment instead.
Is this a web app?
Briefly comes in two forms, and this page installs the Claude connector, where your team runs Briefly inside Claude reading folders on your own machines. With the web app, you link your Salesforce and Outlook in a few minutes and Briefly builds the client file, so there’s nothing for your IT to install.
What does Briefly’s server see?
With the Claude connector, our server sees your sign-in, a check that your seat is active, a de-identified layer of preference rules your firm builds over time, never tied to a client name, and a short usage record for each tool call. Client files never reach our servers. The web app differs, since its files live on our side instead.
What does the Briefly web app include?
Advisors keep schedule rules on the Agents tab. A rule can run before every meeting, every week on a day and time, or every month, for all clients, some clients, or all but a few. The finished report is emailed after every scheduled run, with the full text in the body and a PDF attached. If your calendar connection stops working, the Schedules tab says your schedules are paused until you reconnect it. You can also star the agents you use most.
What else does the web app do with your firm’s material?
Firm view turns your CIO’s notes into a dated timeline and one shared summary for the firm, and adds a section to the briefs. Every agent output carries your firm’s logo and two colors on screen, in the PDF, and when you copy it into an email. Ask keeps a searchable chat history with a client filter. You can pick Light, Dark, or System under Preferences.
What does the market brief agent do?
The market brief reads the positions and balances on the statements already on file, then researches the web for the household’s top positions, covering industry news and what analysts are saying. It also shows statement activity and the banks’ published house views. Every web source is listed once in a numbered footer.
Does Briefly work on Windows and Mac?
Yes, both. The same download and the same install steps work on macOS and Windows, so there’s nothing OS-specific to pick before you start. Claude Desktop also has a Linux beta on Ubuntu and Debian, though we haven’t certified Briefly there yet.
How long does setup take?
About five minutes if you already have Claude Desktop installed. Download Briefly, open the file, click Install in Claude, sign in, and point it at a folder on your computer. That’s the whole process, a handful of clicks with no IT ticket and no server setup required.