AdviseWell

Connect Claude Cowork to advice work your firm can actually review.

Give Claude Cowork a governed path into AdviseWell, so your team can ask for file notes, strategy support, advice QA, Records of Advice, Statements of Advice, and presentation material without falling back to pasted notes and loose prompts.

Book an Advice Workflow Review See the Claude workflow

New to AdviseWell? Visit the main site.

Custom MCP connector pathway Built for controlled delegation Advice QA before documents leave the team
Claude Cowork showing an AdviseWell compliance checklist artifact
Connect Claude to advice context A custom MCP workflow lets Claude Cowork request approved AdviseWell tools instead of relying on loose prompts and pasted client notes.
Keep humans in the review loop Outputs are treated like paraplanner drafts: useful, reviewable, aligned to source material, and ready for adviser and compliance review.
Built around AU advice work Use it for file notes, paraplanner requests, strategy documents, Records of Advice, Statements of Advice, and PowerPoint presentations.
Reachable through Cowork

Every advice action, governed through one connector.

The Beta MCP connector gives Claude Cowork governed access to the full AdviseWell platform. Anything below can be requested by Claude in the agent loop, with adviser sign-off built in.

Meeting intelligence Capture, transcribe, and summarise client meetings into structured notes.
File notes Audit-ready notes generated from meetings, with citations to source material.
Statements of Advice 50+ page branded SoAs built in under 10 minutes from fact-find to compliant document.
Records of Advice RoAs and advice variations with the same compliance rigour as full SoAs.
Strategy modelling Scenarios, projections, and recommendations grounded in your house templates.
Compliance review Built-in QA against AU compliance frameworks. Issues flagged before sign-off.
Client analytics Segment your book, surface review opportunities, track adviser activity over time.
Cowork MCP connector BETA The bridge that makes everything above governable from a Claude Cowork prompt.
Claude Cowork workflow

From a Claude task to a reviewable advice pack.

Claude Cowork is strongest when it can do more than chat. The AdviseWell pathway gives it a controlled way to request advice work, while keeping source material, templates, QA checks, and adviser review inside the workflow.

Claude Cowork and AdviseWell workflow diagram Diagram showing a plain English request in Claude Cowork, a custom MCP connector, AdviseWell advice tools, and reviewable outputs. Claude Cowork Prompt "Prepare pack" Custom MCP approved bridge ADVISEWELL Workflow QA + templates Organisation and personal data Access Control permissions Verified Advice and Compliance Reviews
01

Ask from the place your team already works

A staff member can ask Claude Cowork for a file note, strategy summary, advice pack, or QA check without assembling a perfect prompt from scratch.

02

Route the request through approved tools

The custom MCP pathway exposes scoped AdviseWell actions, so Claude Cowork requests advice work through a controlled interface rather than improvising the whole process.

03

Return something the firm can review

AdviseWell returns source-aligned work such as Records of Advice, Statements of Advice, strategy documents, paraplanner requests, presentations, and QA notes.

Claude Cowork-ready advice workflow
Custom MCP Path Approval Gates AU Advice Context Your Templates & House Voice
Why Claude Cowork matters

Claude Cowork is valuable because it changes the behaviour from "ask a chatbot" to "delegate a piece of work." For advice firms, the opportunity is real, but only if delegation stays connected to sources, templates, QA checks, and adviser review.

For operators

Less copy and paste between systems

The point is not another AI tab. The point is a work surface that can request approved actions, retrieve context, and return usable outputs without manual handoffs.

For practice managers

Delegation without losing the process

Claude Cowork can coordinate the request. AdviseWell supplies the advice-specific structure: document logic, source discipline, review standards, and house voice.

For advisers

Faster work that still earns review confidence

Clients can interrogate advice with their own AI. The advice pack needs to be coherent from meeting transcript to final recommendation, not just faster to produce.

What becomes possible

Sell the outcome, not the connector.

For firms not already using Claude Cowork, the value is simple: your team can delegate more complete advice work in natural language, while AdviseWell keeps the work anchored to approved context and review gates.

Turn prompts into governed tasks

Instead of asking AI for a generic draft, the team asks Claude Cowork to request a scoped AdviseWell action from approved advice context.

Keep review evidence close

Advice outputs can come back with the underlying rationale, source alignment, and QA notes your team needs before anything is used with a client.

Make AI adoption feel operational

The demo is about how the workflow fits day to day: who can request what, what gets checked, and where adviser approval happens.

Setup path

How the Claude Cowork connector would work.

We will show the workflow in a live session and map what a custom MCP connector would expose to Claude Cowork for your firm.

01

Scope the approved tools

We identify which AdviseWell actions Claude Cowork should be allowed to request: read context, draft documents, run QA, or prepare review materials.

02

Add the custom MCP connector

AdviseWell can be exposed as a custom MCP connector so Claude Cowork has a governed way to request advice workflow actions.

03

Run the first controlled workflow

We test a real-style advice task, confirm the review gates, and tune templates, prompts, and permissions before your team relies on it.

AdviseWell session lead
Your session lead

You'll work directly with the AdviseWell team.

Sessions are run by senior members of the AdviseWell team, practitioners who understand advice production and custom workflow setup. We will show how Claude Cowork, MCP, and AdviseWell could fit together without handing you an ungoverned AI workflow.

Common questions

Before you book.

What is the AdviseWell Claude Cowork MCP connector?

AdviseWell is the AI advice OS for Australian firms. The Beta Claude Cowork MCP connector lets Claude Cowork request governed access to the full platform:

  • Meeting intelligence: capture, transcribe, and summarise client meetings into structured notes.
  • File notes: audit-ready notes generated from meetings, with citations to source material.
  • Statements of Advice: 50+ page branded SoAs built in under 10 minutes from fact-find to compliant document.
  • Records of Advice: RoAs and advice variations with the same compliance rigour as full SoAs.
  • Strategy modelling: scenarios, projections, and recommendations grounded in your house templates.
  • Compliance review: built-in QA against AU compliance frameworks. Issues flagged before sign-off.
  • Client analytics: segment your book, surface review opportunities, track adviser activity over time.

Claude Cowork runs in the agent loop. Anything above can be requested through the connector, with adviser sign-off built in.

Do we need to already use Claude Cowork?

No. The session can start with the business case: which advice tasks are worth delegating, where Claude Cowork could sit in the workflow, and which AdviseWell actions should be exposed first.

What is MCP doing here?

MCP gives Claude a structured way to connect with external tools and data sources. In this workflow, Claude Cowork is the interface and AdviseWell is the advice-aware system that handles source context, document generation, QA, and review outputs.

Does Claude Cowork replace adviser or compliance review?

No. The point is controlled delegation, not autopilot advice. Claude Cowork can request work, AdviseWell can prepare and QA it, and your team still reviews the output before it is used with a client.

Do I need to bring real client data?

No. We can run the demo from our own realistic advice scenario. If you want to bring a live-style case, use an anonymised version with identifying details removed.

What can Claude Cowork request through AdviseWell?

The exact tool set should be scoped with your firm. Useful starting points include file notes, paraplanner requests, advice strategy summaries, Records of Advice, Statements of Advice, PowerPoint presentations, and QA checks across the advice pack.

What size firm is this built for?

AdviseWell is built for advice firms that need stronger production, review, and compliance QA without adding more operational drag. It is especially useful when your team owns the quality of its advice documents, whether you are self-licensed, operating under an AFSL, or managing a growing advice function inside a larger group.

What happens after the session?

We send a short follow-up summarising what we covered, where AdviseWell could fit, and which parts of your advice flow or document set would be worth optimising first. No automated drip sequence. No sales pressure. If we think we're not the right fit, we'll tell you on the call.

Book your session

45 minutes. See the Claude Cowork advice workflow.

Pick a time. We will show the custom MCP path, the advice workflow, and the review gates that keep agentic AI useful without losing control.

Book an Advice Workflow Review

No prep required. We can use a realistic advice scenario and map how this would fit your firm's governance and document workflow.

  • 45-minute working session
  • Claude Cowork plus custom MCP workflow
  • Advice QA and document coherence demo
  • Statement of Advice or Record of Advice pathway
  • Follow-up notes with setup guidance