> ## Documentation Index
> Fetch the complete documentation index at: https://help.getatelier.design/llms.txt
> Use this file to discover all available pages before exploring further.

# What the assistant can do

> Everything Atelier's AI can reach today — reading, creating and updating across projects, schedules, products, clients, vendors, tasks and time.

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.

<Info>
  **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.
</Info>

## The shape of it

Three verbs, and one that is missing.

|            |                                                                               |
| ---------- | ----------------------------------------------------------------------------- |
| **Read**   | Everything. No restrictions, at any status.                                   |
| **Create** | New records — projects, tasks, products, clients, vendors, schedules, phases. |
| **Update** | Existing records, while they are still yours to change.                       |
| **Delete** | **Never.** Nothing destructive, at any status.                                |

## 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?*

## Projects and phases

| It can           | Example                                                        |
| ---------------- | -------------------------------------------------------------- |
| Create a project | *Set up a project for the Birchwood flat, client Jordan Reyes* |
| Update one       | *Change the budget on 123 Maple Street to £180k*               |
| Add phases       | *Add a Procurement phase, six weeks from 1 September*          |
| Update phases    | *Push Installation back a fortnight*                           |

## Tasks

| It can       | Example                                                |
| ------------ | ------------------------------------------------------ |
| Create tasks | *Add a task to chase the Holly Hunt order, due Friday* |
| Update them  | *Move the joinery survey to In Progress*               |
| Add to-dos   | *Add a checklist: confirm fabric, get quote, raise PO* |
| Assign       | *Give it to Marina*                                    |
| Comment      | *Comment that the vendor has confirmed the lead time*  |
| Schedule     | *Put the site visit on Thursday*                       |

## Products and the library

| It can             | Example                                                |
| ------------------ | ------------------------------------------------------ |
| Search the library | *Do we already have a boucle three-seater?*            |
| Capture from a URL | *Add this to the library* — with a vendor link         |
| Create manually    | *Add a bespoke wardrobe, trade price £4,200, 14 weeks* |
| Update             | *The Ondé sofa is now £3,400 retail*                   |

## Schedules

| It can            | Example                                                                |
| ----------------- | ---------------------------------------------------------------------- |
| Create a schedule | *Start a schedule for the ground floor*                                |
| Add products      | *Add three of the Ondé sofa to the living room schedule*               |
| Update items      | *Mark the dining chairs as ordered* · *Set the console to the hallway* |
| Read one back     | *What's still unpriced on the bedroom schedule?*                       |

## Finance — in AI Chat only

| It can                                                   | It cannot                                 |
| -------------------------------------------------------- | ----------------------------------------- |
| Read any document at any status, and tell you the status | Send anything to a client or vendor       |
| Work on a document while it is `DRAFT`                   | Change one that has left `DRAFT`          |
|                                                          | Mark anything paid, confirmed or accepted |
|                                                          | Version or accept a proposal              |

## 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.

## 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.