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Day 13 of 14 Β· Claude Cowork Challenge

Safety & Best Practices

You have spent twelve days building up a powerful Cowork toolkit: file management, sub-agents, browser automation, plugins, and custom plugin development. Today we take a step back and talk about something equally important β€” how to use all of this responsibly and effectively.

Understanding Cowork's safety model, data handling practices, and operational best practices is not optional. It is the foundation that lets you use Cowork with confidence, recommend it to colleagues, and avoid surprises down the road.

This lesson covers what you need to know about data safety, what Cowork is and is not designed for, and the practical habits that will make your Cowork experience reliable and productive.

Data Handling

Where Your Data Lives and Does Not Live

One of the most common questions about Cowork is: "Where does my data go?" Here is the straightforward answer:

Conversation history is stored locally. When you work with Cowork, your conversation history β€” everything you type, every file you share, every response Cowork generates β€” is stored on your local machine. It is not uploaded to a central server for storage. It is not available to Anthropic engineers. It is not indexed in a searchable database.

Conversations are not captured in audit logs. If your organization uses audit logging to track tool usage, be aware that Cowork conversations are not part of that audit trail. This has two implications: first, your conversations are private; second, if your compliance requirements mandate audit trails for all AI interactions, Cowork in its current form may not meet that requirement.

Cowork is not designed for regulated workloads. This is an important boundary. If your work involves data subject to specific regulatory requirements β€” HIPAA for healthcare data, SOC 2 for certain security standards, specific financial regulations β€” Cowork is not currently designed for those use cases. The safety and compliance infrastructure for regulated workloads requires a different level of data handling, audit controls, and certification that Cowork does not yet provide.

This does not mean Cowork is unsafe. It means Cowork is designed for general professional work, not for workloads where regulatory compliance requires specific data handling guarantees. Know where that line is for your work, and respect it.

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Claude Cowork
online
We're a healthcare company. Can I use Cowork to analyze patient data or help draft medical documentation?
I want to give you a clear and honest answer: **Cowork is not designed for regulated healthcare workloads.** Here's why this matters for you: 1. **HIPAA compliance** β€” Patient data (PHI) is subject to strict handling requirements under HIPAA. Cowork's data handling model β€” local storage without audit trail integration β€” does not currently meet HIPAA compliance standards. 2. **No BAA** β€” Anthropic does not currently offer a Business Associate Agreement (BAA) for Cowork, which is typically required when a third-party tool handles PHI. **What you CAN use Cowork for:** - General administrative work (scheduling, task management, internal communications) - Non-PHI research and analysis (market research, policy summaries, vendor evaluation) - Training material development using de-identified information - Workflow planning and process documentation **What you should NOT use Cowork for:** - Analyzing data containing patient identifiers - Drafting documents that reference specific patients - Any task involving protected health information The key principle: keep patient data out of Cowork entirely, and use it for everything else.
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Operational Best Practices

Habits That Make Cowork Reliable

Beyond data safety, here are the operational practices that experienced Cowork users follow:

Use dedicated folders. Create a specific folder for your Cowork projects and working files. This keeps Cowork's work organized and makes it easy to find, back up, and manage files. Do not let Cowork scatter files across your system β€” point it at a dedicated workspace.

Back up important work. Cowork operates on your local files. If you are working on something critical, make sure it is backed up β€” whether through git, cloud sync, or manual copies. Cowork is reliable, but your local machine is not invulnerable. Treat Cowork outputs the same way you treat any important work product.

Review plans before execution. When Cowork proposes a multi-step plan β€” especially one involving file modifications, external service calls, or batch operations β€” review the plan before approving it. Cowork will show you what it intends to do. Take the two seconds to read it. This is especially important for operations that are difficult to undo.

"Don't delete anything" as a default. Adopt the habit of telling Cowork not to delete files unless you explicitly confirm. It is safer to let unnecessary files accumulate in a dedicated folder than to accidentally lose something. You can always clean up later; you cannot always recover deleted work.

Start sessions with context. At the beginning of a Cowork session, provide context about what you are working on, what files are relevant, and what your goals are. Cowork does not carry context between sessions unless you have set up personal context files through the Productivity plugin. A 30-second orientation at the start of each session saves minutes of confusion later.

MCP Connectors

Connecting External Services Safely

MCP (Model Context Protocol) connectors are the bridges between Cowork and your external tools β€” your CRM, your calendar, your project management platform, your analytics tools. They are powerful, but they deserve careful setup.

Principle of Least Privilege β€” When configuring MCP connectors, give Cowork only the permissions it needs. If a workflow only requires reading data from your CRM, do not grant write access. If a connector only needs access to one project, do not give it access to your entire workspace. Start restrictive and expand only as needed.

Review connector configurations. Before activating a connector, read its configuration file. Understand what service it connects to, what operations it can perform, and what authentication it uses. MCP connectors are defined in JSON files β€” they are readable and auditable.

Test with non-critical data first. When setting up a new connector, test it with non-critical data before pointing it at production systems. Make sure it behaves as expected, respects the permissions you set, and handles edge cases gracefully.

Monitor connector activity. When Cowork uses a connector to interact with an external service, it tells you what it is doing. Pay attention to these notifications, especially in the early days of using a new connector. Once you are confident in the behavior, you can relax your monitoring.

Combining Plugins Safely

Powerful Workflows, Managed Complexity

As you install multiple plugins and start combining them β€” Sales plus Research, Finance plus Legal, Productivity plus everything β€” the workflows become more powerful but also more complex. Here is how to manage that complexity:

Understand what each plugin can access. Each plugin has its own skills, connectors, and capabilities. Know what data each plugin can reach and what actions each plugin can take. This is especially important when plugins share connectors to the same external services.

Build combined workflows incrementally. Do not try to create a five-plugin workflow on your first attempt. Start with two plugins working together. Get that right. Add a third. Building incrementally lets you identify issues early and understand how the pieces interact.

Document your workflows. When you create a multi-plugin workflow that works well, document it. Write down the steps, the plugins involved, the slash commands used, and any specific prompts that produce good results. Future you β€” and your teammates β€” will thank you.

Share what works. If you build a workflow that saves you significant time, share it with your team. The combination of custom plugins and documented workflows creates a form of team-specific tooling that improves over time as more people contribute.

Knowledge Check
Where is Cowork conversation history stored?
A
On Anthropic's cloud servers
B
Locally on your machine
C
In an encrypted database shared across your team
D
In your organization's audit log system
Cowork conversation history is stored locally on your machine. It is not uploaded to Anthropic's servers, not available to Anthropic engineers, and not captured in organizational audit logs. This provides privacy but also means the data is only as safe as your local machine.
Knowledge Check
Why is Cowork not recommended for regulated workloads like healthcare data?
A
Because it lacks the audit trail integration and compliance infrastructure that regulations require
B
Because Cowork's AI model is not accurate enough for medical use
C
Because Anthropic does not allow healthcare companies to use Cowork
D
Because Cowork cannot process large medical datasets
Cowork is not designed for regulated workloads because its data handling model β€” local storage without audit trail integration β€” does not meet the compliance requirements of regulations like HIPAA. The safety and compliance infrastructure for regulated workloads requires specific data handling guarantees that Cowork does not currently provide.
Knowledge Check
What does the "Principle of Least Privilege" mean for MCP connectors?
A
Give Cowork only the minimum permissions it needs for the specific workflow
B
Only the team lead should have access to configure connectors
C
Only use connectors from Anthropic's official library
D
Connectors should be disabled when not in active use
The Principle of Least Privilege means configuring MCP connectors with only the permissions Cowork needs for the task at hand. If a workflow only requires reading data, don't grant write access. If it only needs one project, don't give access to the entire workspace. Start restrictive and expand only as needed.
Knowledge Check
What is the recommended approach when building multi-plugin workflows?
A
Build incrementally β€” start with two plugins, get that working, then add more
B
Only use one plugin at a time to avoid conflicts
C
Install all plugins at once and configure them simultaneously
D
Ask Anthropic support to build the workflow for you
Building combined workflows incrementally lets you identify issues early and understand how the pieces interact. Start with two plugins working together, get that right, then add a third. This approach is more manageable than trying to create a complex multi-plugin workflow from scratch.
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Day 13 Complete
"Powerful tools require thoughtful practices β€” dedicated folders, reviewed plans, least-privilege connectors, and a clear understanding of what Cowork is and is not designed for."
Tomorrow β€” Day 14
Your Cowork Mastery
Wrap up the course with a full recap, build your personal workflow, and look ahead to the future of Claude Cowork.
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1 day streak!