“Was I connected Claude Desktop to a Notion database… it used Notion to store rules and guidelines… when I started a new chat it could hydrate itself from those rules”

“Never ever ever put your password into claude or into chat ... same for api keys ... they must never be copied into chat or claude”

“The rule of thumb is brokerage money first, then retirement money or IRA money… then we let the Roth crock pot bake as long as it can because it’s tax-free.”

“Agents are good at reading rules and then interacting with different systems... we want to let the agent be intelligent, constrained from doing anything stupid, to refund or account for money according to contract rules.”

“I’d go through every fix a person made to an agent’s work… propose a rule… add each approved rule as a test using the original input and the accepted output.”