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Getting connected

This is the one-time setup that links Claude to Chronity. It takes about five minutes, and you only do it once. Your firm's admin will have invited you by email before you start.

Before you begin

You need:

  • The invitation email from your firm (it contains your setup link).
  • Access to your firm's Microsoft 365 sign-in.
  • Claude Cowork available on your Microsoft 365 — your admin will have arranged this.

Click the link in your invitation. It opens the Chronity setup page. Sign in with the Microsoft button using your normal work account. Chronity only ever asks Microsoft for the narrow set of permissions it needs to draft an email, create a calendar event, and send a Teams message on your behalf — nothing else, and it never reads your mailbox.

Step 2 — Copy your connection details

Once you're signed in, the setup page shows two things:

  • Your MCP URL — the address Claude uses to reach Chronity. There's a copy button next to it.
  • Your firm's global instructions — a short block of text your firm has written for Claude. There's a copy button for this too.

Both are personal to you and your firm. The setup page can be re-opened any time from your Profile if you need them again.

Step 3 — Connect Claude

In Claude Cowork, add Chronity as a connector using the MCP URL you copied, then paste the global instructions into your Claude profile. Your firm's setup instructions or your admin will show you exactly where — it's the same place for everyone in the firm.

That's the connection made. From here on, when you ask Claude to draft an email, set up a meeting, or send a Teams message, it flows through Chronity and becomes part of the audit trail — with no further action from you.

Step 4 — The daily health check (one scheduled task)

The last part of setup asks you to do two small things in Claude Cowork:

  1. Create an artifact titled exactly Chronity Daily Health.
  2. Create a scheduled task that runs on weekday mornings (around 06:00 your local time) and updates that artifact.

This is the Daily Check: a tiny weekday-morning probe that proves Chronity's write path to Microsoft 365 is still working end to end. It creates and immediately deletes a throwaway draft — nothing ever lands in your Drafts folder. You'll see its history on your Daily Health page.

The setup walkthrough gives you the exact prompt to paste. Run it once during setup ("Run now") to prove it works, and you're done.

Why a scheduled task?

The RICS Standard depends on the record actually being written. The daily check is one of the ways Chronity makes a silent failure impossible to miss — if the write path breaks, your firm's admin is told within a day or two rather than discovering it at an audit. It costs you nothing once it's set up.

If something goes wrong

  • The setup page won't sign you in — check you're using your work Microsoft account, not a personal one. If it still fails, tell your admin; they can re-issue the invitation.
  • You've lost your MCP URL or instructions — open the setup page again from Profile → Your Claude connection. Nothing is lost.
  • You're stuck partway through — the setup walkthrough has a "still stuck?" option that sends a message to your firm; an admin will pick it up.

Once connected, the next thing worth reading is What Chronity captures — exactly what's recorded as you work.