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The assistant works on your studio’s real data. Not a copy, not a summary — the same projects, schedules and products you see in the app. It runs in two places, and they do not reach quite the same things:
  • AI Chat — in Atelier. The panel at the bottom of the sidebar. Reaches your whole studio, finance included.
  • From Claude — over MCP. Reaches projects, clients, vendors, products, tasks and schedules — not proposals, invoices, change orders or purchase orders.
Finance is in-app only. The Claude connector cannot see your proposals, invoices, change orders or purchase orders — not even to read them. Ask it about an invoice number and it will find nothing. For anything commercial, use AI Chat inside Atelier.

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The shape of it

Three verbs, and one that is missing.

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Finding things

The broadest capability and the most used.
  • What’s overdue across all my projects?
  • Which schedules does the Birchwood project have?
  • Show me everything from Holly Hunt in the library.
  • What’s on the bedroom pinboard?
  • Who’s in the studio?

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Projects and phases

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Tasks

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Products and the library

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Schedules

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Finance — in AI Chat only

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Clients, vendors, pinboards, time

Create and update clients, vendors and their contacts. List pinboards, read their items, and share a pinboard — creating the client link. Start, pause, resume and stop timers.

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Getting good answers

  1. Name the thing. the Birchwood schedule beats the schedule.
  2. Ask for the check, not just the change. What’s approved but not ordered? before mark them ordered.
  3. Batch the boring work. Status updates, product capture and task creation are all faster in bulk.
  4. Read back anything commercial before you invoice from it.