One read of Claude Documentationclaude-docs-20261030T230706Z
10 pages moved out of 281 read.
Pages moved
10
significant first
Pages read
281
in this capture
Captured
23:07 UTC
Corpus hash
ad54753af5c6
corpus-hash
What this read moved
1-10 of 10connectors/mcp-tunnels/troubleshooting Changed · +0 / -4 lines
### The Tunnel OAuth configuration toggle is missing
from line 134
134134
135135**Token endpoint** and **Registration endpoint** accept an `https://` URL that is either under `tunnel.anthropic.com` or on the same origin (scheme, host, and port) as the **Authorization endpoint**. Any other URL is rejected, because Claude sends the token exchange and the client credentials to it. Add a route for your authorization server as shown in [Route the authorization server through the tunnel](https://claude.com/docs/connectors/mcp-tunnels/oauth.md#route-the-authorization-server-through-the-tunnel) and enter the resulting tunnel URL. The **Authorization endpoint** field has no such restriction, because browsers load it directly.
136136
137### The Tunnel OAuth configuration toggle is missing
138
139Anthropic enables the option for each organization in the research preview on request. Contact your Anthropic account team.
140
141137## Get help
142138
143139If these steps don't resolve the problem, contact your Anthropic account team with the tunnel domain, the time of a failed request, and the relevant cloudflared and proxy log lines.
office-agents/data-storage Changed · +78 / -2 lines
## Chat history and skills missing after a Microsoft 365 update on Windows ### Restore the earlier store on Windows
from line 164
164164before anything else. Signing back in to the original account restores the
165165history with nothing to copy or repair.
166166
167If the account is right and the history went missing after a Microsoft 365
168update, see
169[Chat history and skills missing after a Microsoft 365 update on Windows](#chat-history-and-skills-missing-after-a-microsoft-365-update-on-windows).
170
167171## Where the data sits on macOS
168172
169173On macOS the store is split by Office app instead. Each app runs in its own
from line 255
251255| Conversation text, attachments, and the document content Claude is asked to work with | The model endpoint your deployment is configured for. In third-party platform deployments that is your own Vertex AI, Bedrock, Azure, or gateway endpoint |
252256| Files that a user attaches, with a Claude account sign-in | Uploaded to Anthropic with the user's Claude sign-in when the user attaches them, before the message is sent. Each file expires 28 days after the add-in uploads it. If Anthropic does not accept an expiry for the user's organization, the add-in uploads the file with no expiry. The add-in does not delete files itself. Earlier versions of the add-in set no expiry on the files they uploaded. The add-in started setting an expiry on September 15, 2026 |
253257| Chat history, uploaded skills, and connector registrations | Not synced between devices and not backed up on any server. The add-in still sends their contents to the model endpoint when Claude uses them, as the rows above describe. Every chat request includes the name and description of each skill that is turned on. With a Claude account sign-in, it also includes the name and description of each plugin the user has turned on, with the names of its skills and connectors, and the organization's Claude settings can turn skills off, which stops both. When Claude uses a skill, the add-in also sends the skill's instructions and Markdown files. With a Claude account sign-in, files attached in a chat are also uploaded to Anthropic |
254| Claude for Outlook writing style guide, draft preferences, and scratchpad | Not synced between devices and not backed up on any server. To build the style guide and the draft preferences, the add-in sends recent sent mail, with the first recipient's address of each message, and the user's edits to drafts to the model endpoint. After that, every Outlook chat request includes the style guide and the draft preferences, and every message the user sends in Outlook includes the scratchpad |
258| Claude for Outlook writing style guide, draft preferences, and scratchpad | Not synced between devices and not backed up on any server. To build the style guide, the add-in sends recent sent mail, with the first recipient's address of each message, to the model endpoint. Learning draft preferences from the user's edits to drafts is off unless Anthropic turns it on. While it is on, the add-in saves the user's edits to drafts on the device, sends them to the model endpoint to build the draft preferences, and adds a summary of the draft preferences to the Instructions field in Settings. Turning it off does not delete edits to drafts or draft preferences already saved on the device, and does not remove a summary already added to the Instructions field. The user can delete that summary in Settings. Every Outlook chat request includes the style guide and the Instructions field, and every message the user sends in Outlook includes the scratchpad |
255259| Sign-in credentials | To the services the sign-in is for, with two exceptions described last. A Bedrock sign-in sends the Entra ID token to AWS, which exchanges it for short-lived credentials. A Claude account token also goes to `claude.ai` with feature-flag requests. The exceptions: a credential that you put in the query string of the manifest URL also reaches Anthropic's server at `pivot.claude.ai` each time the add-in loads, and the server's request logs record it. A Vertex AI sign-in also returns Google's one-time authorization code to `pivot.claude.ai` in the query string, where request logs can record it. The code cannot be exchanged for a token without your OAuth client secret, so keep the client secret out of the manifest URL query string too. See [Keep credentials out of the manifest URL query string](https://claude.com/docs/office-agents/third-party-platforms.md#keep-credentials-out-of-the-manifest-url-query-string) |
256| Identifiers on model requests | Each request for a model response carries the name of the add-in, a random identifier for the device, and a session ID. For a chat message, the session ID is the conversation's ID. The add-in also sends helper requests to the same endpoint. In every Office app, they summarize a long conversation, write the status line shown while Claude thinks, and, when memory is on, check an entry before Claude saves it. In Word and PowerPoint, they check how the document or a slide looks after Claude edits it, and in Word they also check Claude's reasoning before it edits legal language. In Outlook, they rewrite a passage the user selects in a draft, and learn the user's writing style from recent sent mail and from the user's edits to drafts. Each helper request carries a session ID made from the kind of helper request, the device identifier, and the date in UTC, so helper requests of one kind from one device on one day share a session ID. With a Claude account sign-in, requests also carry the user's account ID. In third-party platform deployments, requests carry no account ID and no email address. That includes deployments whose settings Anthropic serves, where members sign in with a Claude account. The short test requests that the add-in sends to check which models and features your endpoint supports, such as web search and code execution, carry none of these values |
260| Identifiers on model requests | Each request for a model response carries the name of the add-in, a random identifier for the device, and a session ID. For a chat message, the session ID is the conversation's ID. The add-in also sends helper requests to the same endpoint. In every Office app, they summarize a long conversation, write the status line shown while Claude thinks, and, when memory is on, check an entry before Claude saves it. In Word and PowerPoint, they check how the document or a slide looks after Claude edits it, and in Word they also check Claude's reasoning before it edits legal language. In Outlook, they rewrite a passage the user selects in a draft, and learn the user's writing style from recent sent mail and, while learning draft preferences is on, from the user's edits to drafts. Each helper request carries a session ID made from the kind of helper request, the device identifier, and the date in UTC, so helper requests of one kind from one device on one day share a session ID. With a Claude account sign-in, requests also carry the user's account ID. In third-party platform deployments, requests carry no account ID and no email address. That includes deployments whose settings Anthropic serves, where members sign in with a Claude account. The short test requests that the add-in sends to check which models and features your endpoint supports, such as web search and code execution, carry none of these values |
257261| Feature-flag requests | In every deployment, the add-in asks `claude.ai` which features to show. Each request includes the device identifier, the Office app, and, when the user is signed in to Office, the Entra ID tenant ID. With a Claude account sign-in, it also includes the user's email address, account ID, and organization ID. In every deployment, the add-in sends a usage event for each feature variant it showed. With a Claude account sign-in, the add-in also sends each variant it showed directly to Anthropic, with the organization ID |
258262| Usage events | Sent to Anthropic's server at `pivot.claude.ai`, which forwards them to Anthropic's event logging service. Each event has a name and properties such as counts, durations, the model, and the Office app and its version, with the device identifier and an ID for the task pane session. With a Claude account sign-in, events also carry the account and organization IDs. Before sending an event, the add-in removes the fields known to carry file names, file paths, error text, and the names of your connectors and their tools. The filter matches field names, so it does not remove such text from a field it does not name. Events that load an Excel workbook or a PowerPoint presentation carry an unsalted hash of the file's path or address. With a Claude account sign-in, a user can rate a response and add a comment. The comment reaches Anthropic's server, which forwards the comment's length but not its text. When a user types a job role that is not on the list, the server forwards that the user chose Other, but not the text |
259263| Identifiers from Office on usage events | When the user is signed in to Office, usage events also carry the Entra ID tenant ID, the domain of the user's email address, and the hash described in [What chat history is keyed to](#what-chat-history-is-keyed-to). The hash is unsalted, so anyone who knows the user's Entra ID object ID can match it |
from line 300
296300serves, no add-in setting stops usage events or error reports. You can block
297301the Sentry host listed in the
298302[network allowlist](https://claude.com/docs/office-agents/third-party-platforms.md#network-allowlist).
303
304## Chat history and skills missing after a Microsoft 365 update on Windows
305
306After the September and October 2026 Microsoft 365 updates for Windows,
307Version 2608 and 2609, Office can open the Claude add-in on a new, empty
308storage folder. The add-in then shows its first-run screens and no longer
309lists earlier chat history or uploaded skills. Nothing is deleted: the earlier
310data stays on the device in the folder Office used before, but the add-in
311can't reach it and support can't restore it into the add-in. Anthropic is
312working with Microsoft on this behavior. In the meantime, these are the best
313options:
314
315* Don't clear the Office add-in cache. Clearing it deletes the earlier data.
316* Save uploaded skills you rely on to your Claude account: in the **Skills**
317 menu, hover over a skill you uploaded and click the cloud icon, **Save to
318 claude.ai**. Keep any conversation you need with **⋮ > Download Transcript**.
319* Ask your IT team to restore the earlier store with the steps below.
320
321### Restore the earlier store on Windows
322
323These steps are for IT administrators, run on the affected PC in a PowerShell
324session signed in as the user. They copy rather than move and delete nothing,
325so each one can be undone. The add-in reads one store at a time, so while the
326earlier store is in place, chats created since the update don't appear.
327
328**1. Back up and list the stores**
329
330Close every Office app, including Outlook, and run the export script from
331[Export a user's data before a device is rebuilt](#export-a-user%E2%80%99s-data-before-a-device-is-rebuilt)
332with an output folder outside the Office folder. Then list every Claude
333store under `%LOCALAPPDATA%\Microsoft\Office\16.0\Wef\webview2` with its
334size and most recent write:
335
336```powershell theme={null}
337Get-ChildItem -Recurse -Depth 8 -Directory -Force "$env:LOCALAPPDATA\Microsoft\Office\16.0\Wef\webview2" |
338 Where-Object Name -eq 'https_pivot.claude.ai_0.indexeddb.leveldb' |
339 ForEach-Object {
340 $files = Get-ChildItem -Recurse -File -Force $_.FullName
341 $newest = ($files | Sort-Object LastWriteTime -Descending | Select-Object -First 1).LastWriteTime
342 "{0}`n {1:N0} bytes, newest file {2}" -f $_.FullName, ($files | Measure-Object Length -Sum).Sum, $newest
343 }
344```
345
346The earlier store is the one last written just before the history stopped
347appearing.
348
349**2. Find the folder Office uses now**
350
351Open only the affected Office app and the Claude pane, send a test
352message, and with the pane still open run:
353
354```powershell theme={null}
355Get-CimInstance Win32_Process -Filter "Name='msedgewebview2.exe'" |
356 Select-Object -ExpandProperty CommandLine |
357 Select-String -SimpleMatch 'Wef\webview2'
358```
359
360The `--user-data-dir` value in the output is the folder in use. Its store
361is the `Default\IndexedDB\https_pivot.claude.ai_0.indexeddb.leveldb`
362folder inside it, with attachments in the matching
363`https_pivot.claude.ai_0.indexeddb.blob` folder.
364
365**3. Swap in the earlier store**
366
367Close every Office app again. In that `Default\IndexedDB` folder, rename
368the current `.leveldb` and `.blob` folders by adding `.bak` to each name,
369then copy the earlier store's `.leveldb` and `.blob` folders in under their
370original names. Open the Office app and the Claude pane: the earlier chats
371and skills appear. Have the user save skills to claude.ai and download the
372transcripts they need right away, because Office can change the folder
373again after a later update. To undo, close every Office app, delete the
374copied folders, and remove `.bak` from the renamed ones.
299375
300376## Export a user's data before a device is rebuilt
301377
office-agents/excel Changed · +10 / -0 lines
from line 2
22
33> An Excel add-in that integrates Claude into your spreadsheet workflow, for Pro, Max, Team, and Enterprise plans.
44
5> [!WARNING]
6>
7> After the September and October 2026 Microsoft 365 updates for Windows, the
8> Claude add-in can open on new, empty storage, so earlier chat history and
9> uploaded skills stop appearing. They are still on the device, so don't clear
10> the Office add-in cache, which deletes them. Anthropic is working with
11> Microsoft on this. In the meantime, see
12> [Chat history and skills missing after a Microsoft 365 update on Windows](https://claude.com/docs/office-agents/data-storage.md#chat-history-and-skills-missing-after-a-microsoft-365-update-on-windows)
13> for what you and your IT team can do.
14
515Claude for Excel is an add-in that brings Claude into Excel. Ask questions
616about open workbooks, adjust assumptions while preserving formula
717relationships, debug errors, and build or populate models, all without
office-agents/fsi-plugins Changed · +4 / -6 lines
from line 1
11# Install financial services plugins for Cowork
22
3> Add the open-source financial services plugin set to Cowork for financial modeling, equity research, investment banking, private equity, and wealth management workflows.
3> Add the open-source financial services plugin set to Cowork for workflows such as financial modeling, equity research, investment banking, and private equity.
44
55A set of open-source plugins extends Cowork with specialized
6capabilities for financial services workflows: financial modeling,
7equity research, investment banking, private equity, and wealth
8management. The plugins also work in Claude Code.
6capabilities for financial services workflows, including financial
7modeling, equity research, investment banking, and private equity.
8The plugins also work in Claude Code.
99
1010The plugins live in a
1111[public GitHub repository](https://github.com/anthropics/financial-services)
from line 22
2222| Investment banking | Draft CIMs, teasers, and process letters. Build buyer lists, run merger models, and create strip profiles. |
2323| Equity research | Write earnings updates and initiating coverage reports. Track catalysts and screen for new ideas. |
2424| Private equity | Source and screen deals, run due diligence checklists, draft IC memos, and monitor portfolio company KPIs. |
25| Wealth management | Prep for client meetings, build financial plans, rebalance portfolios, and identify tax-loss harvesting opportunities. |
2625
2726The repository also includes partner-built plugins from LSEG and S\&P
2827Global, which bring their financial data and analytics directly into
from line 84
8584| `/one-pager [company]` | Create a one-page company profile. |
8685| `/ic-memo [project name]` | Draft an investment committee memo. |
8786| `/source [criteria]` | Source deals based on criteria. |
88| `/client-review [client]` | Prep for a client meeting. |
8987
9088## MCP connectors
9189
office-agents/outlook Changed · +10 / -0 lines
from line 2
22
33> An Outlook add-in that integrates Claude into your inbox and calendar, for Pro, Max, Team, and Enterprise plans.
44
5> [!WARNING]
6>
7> After the September and October 2026 Microsoft 365 updates for Windows, the
8> Claude add-in can open on new, empty storage, so earlier chat history and
9> uploaded skills stop appearing. They are still on the device, so don't clear
10> the Office add-in cache, which deletes them. Anthropic is working with
11> Microsoft on this. In the meantime, see
12> [Chat history and skills missing after a Microsoft 365 update on Windows](https://claude.com/docs/office-agents/data-storage.md#chat-history-and-skills-missing-after-a-microsoft-365-update-on-windows)
13> for what you and your IT team can do.
14
515Claude for Outlook is an add-in that brings Claude into your Outlook inbox
616and calendar. It is built for professionals whose work runs through email,
717including private equity and investment banking associates managing deal
office-agents/powerpoint Changed · +10 / -0 lines
from line 2
22
33> A PowerPoint add-in that integrates Claude into your presentation workflow, for Pro, Max, Team, and Enterprise plans.
44
5> [!WARNING]
6>
7> After the September and October 2026 Microsoft 365 updates for Windows, the
8> Claude add-in can open on new, empty storage, so earlier chat history and
9> uploaded skills stop appearing. They are still on the device, so don't clear
10> the Office add-in cache, which deletes them. Anthropic is working with
11> Microsoft on this. In the meantime, see
12> [Chat history and skills missing after a Microsoft 365 update on Windows](https://claude.com/docs/office-agents/data-storage.md#chat-history-and-skills-missing-after-a-microsoft-365-update-on-windows)
13> for what you and your IT team can do.
14
515Claude for PowerPoint is an add-in that brings Claude into PowerPoint.
616Build decks from scratch, edit specific slides without regenerating
717everything, convert bullets into diagrams and native charts, and iterate
office-agents/third-party-platforms Changed · +10 / -0 lines
from line 2
22
33> Deploy the Office add-ins through Amazon Bedrock, Google Cloud Vertex AI, Azure AI Foundry, or an LLM gateway, without individual Claude accounts.
44
5> [!WARNING]
6>
7> After the September and October 2026 Microsoft 365 updates for Windows, the
8> Claude add-in can open on new, empty storage, so earlier chat history and
9> uploaded skills stop appearing. They are still on the device, so don't clear
10> the Office add-in cache, which deletes them. Anthropic is working with
11> Microsoft on this. In the meantime, see
12> [Chat history and skills missing after a Microsoft 365 update on Windows](https://claude.com/docs/office-agents/data-storage.md#chat-history-and-skills-missing-after-a-microsoft-365-update-on-windows)
13> for what you and your IT team can do.
14
515Organizations using Amazon Bedrock, Google Cloud Vertex AI, Azure AI
616Foundry, or an LLM gateway can deploy Claude's Office add-ins without
717requiring individual Claude accounts. The add-in connects through your
office-agents/word Changed · +10 / -0 lines
from line 2
22
33> A Word add-in that integrates Claude into your document workflow, for Pro, Max, Team, and Enterprise plans.
44
5> [!WARNING]
6>
7> After the September and October 2026 Microsoft 365 updates for Windows, the
8> Claude add-in can open on new, empty storage, so earlier chat history and
9> uploaded skills stop appearing. They are still on the device, so don't clear
10> the Office add-in cache, which deletes them. Anthropic is working with
11> Microsoft on this. In the meantime, see
12> [Chat history and skills missing after a Microsoft 365 update on Windows](https://claude.com/docs/office-agents/data-storage.md#chat-history-and-skills-missing-after-a-microsoft-365-update-on-windows)
13> for what you and your IT team can do.
14
515Claude for Word is an add-in that brings Claude into Word. Ask questions
616about your document with clickable section citations, edit selected
717passages while preserving formatting, review counterparty redlines,
office-agents/work-across-apps Changed · +10 / -0 lines
from line 2
22
33> Let Claude read from one Microsoft 365 app and make changes in another in a single conversation.
44
5> [!WARNING]
6>
7> After the September and October 2026 Microsoft 365 updates for Windows, the
8> Claude add-in can open on new, empty storage, so earlier chat history and
9> uploaded skills stop appearing. They are still on the device, so don't clear
10> the Office add-in cache, which deletes them. Anthropic is working with
11> Microsoft on this. In the meantime, see
12> [Chat history and skills missing after a Microsoft 365 update on Windows](https://claude.com/docs/office-agents/data-storage.md#chat-history-and-skills-missing-after-a-microsoft-365-update-on-windows)
13> for what you and your IT team can do.
14
515Claude can coordinate between the Excel, PowerPoint, Word, and Outlook
616add-ins in your Microsoft 365 suite. Instead of switching between apps
717and re-providing context each time, Claude can read from one app and
connectors/mcp-tunnels/oauth Changed · +1 / -1 lines
from line 37
3737
3838## Set the Tunnel OAuth configuration
3939
40When you add the tunneled MCP server as a custom connector in [**Organization settings > Connectors**](https://claude.ai/admin-settings/connectors), turn on **Tunnel OAuth configuration** in the connector dialog. The values you enter replace the ones Claude would otherwise read from the authorization server's metadata. Anthropic enables this option for each organization in the research preview on request, so if the toggle does not appear in the dialog, contact your Anthropic account team.
40When you add the tunneled MCP server as a custom connector in [**Organization settings > Connectors**](https://claude.ai/admin-settings/connectors), turn on **Tunnel OAuth configuration** in the connector dialog. The values you enter replace the ones Claude would otherwise read from the authorization server's metadata.
4141
4242| Field | What to enter | Example |
4343| - | - | - |