Connector and plugin

Workbranch for Claude

Save the tasks, decisions, open questions and ideas from your Claude conversations into Workbranch, filed into projects and folders with dates. Start your next session with what's still open.

What it does

Save a conversation: say "save this to Workbranch". Claude splits the conversation into topics, and each becomes a short chat in your project: a summary, then the tasks, decisions, questions only you can answer and ideas for later, each in a folder and on the day it was discussed.
See what's open: ask "what's open on my project?" for anything overdue, what's due today, questions waiting on you and recurring jobs.
Update from the chat: "mark the launch email done", "move it to Friday", "we decided to go with the yearly plan". Workbranch updates at once, and the next time Claude checks it sees what you changed in Workbranch too.
Saving again adds only what's new, so you can save a long conversation as it goes on.

Set it up in Claude (web, desktop and mobile)

In Claude, open Settings → Connectors, click Add and choose Add custom connector.
Name it Workbranch and enter the URL https://mcp.workbranch.ai/mcp, then click Add.
Click Connect. Workbranch opens: sign in, check what Claude will be able to do, and click Allow.
In any chat, say "save this to Workbranch" or "what's open in Workbranch?".

Claude asks before each use until you change the tools' permissions in the same settings page. A good setup: allow the read-only tools always, and keep saving and updating on approval.

Set it up in Claude Code (plugin)

The Workbranch plugin includes the connector, plus /workbranch:save, /workbranch:open and a recap at the start of each session:

Run /plugin marketplace add workbranch-ai/claude-plugin, then /plugin install workbranch@workbranch.
Run /mcp, choose workbranch and connect: sign in to Workbranch and click Allow.
To open every session in a folder with a recap, put your project's name on the first line of a .workbranch file at the folder's root. /workbranch:open offers to create it.

What Claude can do in your Workbranch

Tool	What it does	Kind
List Workbranch projects	Your projects, their folders and how much is open in each	Read
What's open in a project	Pinned rules, overdue and upcoming tasks, questions for you, ideas and recent decisions	Read
Search Workbranch	Find chats and items, such as what was decided about a topic	Read
Read a Workbranch thread	What you discussed about an item in Workbranch	Read
Save to Workbranch	Save a conversation's topics and items into a project	Write
Update Workbranch items	Mark items done, change dates, owners or folders, record a decision	Write

There is no delete tool.

What Workbranch stores

Only what Claude saves at your request: a short summary and the items (tasks, decisions, questions, ideas, owners, dates and folder names). Workbranch never receives the whole conversation. Connection tokens are stored only as one-way hashes. Read the privacy policy.

Requirements

A Workbranch plan, or the 3-day free trial. New accounts sign up and start the trial during their first connect, then come straight back to Allow.
A Claude plan that can add a custom connector (the free plan allows one), or Claude Code for the plugin.

Disconnect

In Workbranch, open the account menu, choose Connected apps and click Disconnect. Claude loses access at once. You can also remove the connector in Claude's settings.

Support

Write to hi [at] workbranch [dot] ai. We answer within one working day.

Frequently asked questions

Does saving use my Workbranch credits?

No. Claude does the reading and sorting on your Claude plan; Workbranch only stores what it saves. Credits are used only when you chat with Workbranch's own AI.

Can Claude delete anything in my Workbranch?

No. The connector can list, read, save and update items (mark done, change a date, record a decision), but it has no way to delete anything.

Which Claude plans work?

Any plan that can add a custom connector, including the free plan (one custom connector). The Claude Code plugin works in Claude Code and the Claude desktop app.