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Workflow

Ask Claude about your research library

Let Claude retrieve Prism folders, files, thesis notes, and recent research activity before answering.

Claude works best when it treats Prism as the research system, not another chat transcript. It should retrieve owned context first, then reason in the conversation.

Workflow

Primary steps

  1. 1Create or authorize a Prism MCP client with scoped read access.
  2. 2Ask Claude to search Prism before answering investment research questions.
  3. 3Have Claude cite the folders, files, thesis context, or artifacts it used.

Good starting prompt

Use Prism MCP before answering. Search my research library for the company, thesis, and source material that are relevant to this question. Tell me which Prism resources you used, then separate sourced evidence from your own interpretation.

What Prism should provide

Claude should retrieve library documents, file text, file chunks, thesis context, claims, artifacts, and recent activity through scoped MCP tools.

The user should still make the final judgment inside the AI client or Prism; MCP access is for retrieval and assisted reasoning, not automatic investment decisions.