Add Briefly to Claude.

Your firm’s memory, from your own files.

Download Briefly Free · Mac & Windows · Requires Claude
Using Briefly starts with a login we set up for you. Request access and we will provision your firm's account, so your whole team shares how your firm likes its briefs written. Briefly is currently free to use. Request access

Five minutes, start to finish.

STEP 01

Get Claude

Free from claude.ai. Skip this step if you already have it.

claude.ai/download
Claude

Download Claude

One app for chat, code, and tools.

Claude.dmg Downloading… 186 MB · Done
Applications
Claude
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.

brieflywealth.com/download
BRIEFLY
SIGN IN REQUEST A DEMO

Add Briefly to Claude.

Your firm’s memory, from your own files.

Free · Mac & Windows · Requires Claude
ALMOST THERE

Open the download to install

Briefly saved to your computer. Open the downloaded briefly_wealth.mcpb file to launch Claude Desktop, then click Install.

Find it in your browser downloads (top of the window) or your Downloads folder.

briefly_wealth.mcpb Downloading… 844 KB · Done
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.

‹ Back
B

Briefly

Source-grounded client context for financial advisors. Reads the firm’s wiki and files documents; the LLM work runs on the firm’s own Claude.

Installing will grant this extension access to everything on your computer. Any developer information shown has not been verified by Anthropic. Ensure you trust the source of this extension before installation.

Enabled
Tools17
briefly_ask briefly_get_recent_activity briefly_prepare_meeting_brief briefly_resolve_citation briefly_get_advisor_learning_profile briefly_ingest_source briefly_update_entity briefly_capture +9 more
All requirements met
B

Do you want to install Briefly?

This desktop extension will be installed on your computer and made available to Claude.

B

Configure Briefly

Optional.

Optional.

Briefly added to Claude
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.

Home Code
+New chat
▣Projects
◆Artifacts
⏱Scheduled
Pinned
Johnson household review brief Stock concentration analysis Quarterly review outline
Recents
Filing documents for Miller household Household net worth breakdown Meeting prep for the Garcias
A Advisor ⌄
✳ Evening, Advisor
What do we have on file for the Johnsons?
Briefly·opening your sign-in page… ✓ Briefly connected
How can I help you today? What do we have on file for the Johnsons? Reply to Claude…
+ Chat Cowork Opus 4.8 High ⌄
Write Learn From Drive From Calendar From Gmail
auth.brieflywealth.com
B

Sign in to Briefly

advisor@firm.com
••••••••
STEP 05

File, then brief

Save statements into intake, then ask.“File everything in my intake folder.” Then: “Prepare a meeting brief.”

Documents
‹ › Documents 🔍 Search
Favorites
Applications Desktop Documents Downloads
Name Date Modified Size Kind
▾ Briefly Today –– Folder
▾ wiki Today –– Folder
MAP.md Today 5 KB Plain Text
▸ operating Today –– Folder
▸ originals Today –– Folder
▸ intake Today –– Folder 2 items
▸ sources Today –– Folder
▸ Client Statements Jun 2026 –– Folder
Macintosh HD › Users › advisor › Documents › Briefly
PDFstatement-2026-06.pdf
PDFira-2026-06.pdf
Home Code
+New chat
▣Projects
◆Artifacts
⏱Scheduled
Pinned
Johnson household review brief Stock concentration analysis Quarterly review outline
Recents
Filing documents for Miller household Household net worth breakdown Meeting prep for the Garcias
A Advisor ⌄
File everything in my intake folder.
✓ Briefly · read intake · 2 statements
Filed both for the Johnson family.
Originals → originals/johnson-family/
Schwab ···4417  $1,284,306.221
Vanguard IRA ···9052  $612,940.182
Prepare a meeting brief for the Johnsons.
✓ Used Briefly · briefly_ask
✓ Used Briefly · briefly_prepare_meeting_brief
Johnson Family — Meeting Brief
Bottom line: net worth $1,897,246.40, tied to the cent12
Largest position: AAPL, 11.2% of brokerage1
Sources:1 Schwab statement (original) ·2 Vanguard statement (original)
Reply to Claude…
+ Chat Cowork Opus 4.8 High ⌄
PDFstatement-2026-06.pdf
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. How we handle data

Works in Claude Desktop on macOS and Windows