Order in a chat with Claude

Who can use it

• Accounting and legal firms that CoSec Partners has approved for Claude. Approval is per firm, so anyone at the firm who signs in to the client portal with their work email can connect.
• Firms not yet approved can choose Request access on the Account tab of the client portal, or call 1300 226 226, and the team will set them up. Until then, the online order form at /order is open to everyone.
• The connector is for professional firms ordering for their clients. It is not intended for individuals or small businesses ordering for themselves.

Connect Claude to CoSec Partners

You only do this once. Before you start, you need

• A Claude account on a plan that allows custom connectors.
• A CoSec Partners client portal login, using your work email at a firm approved for Claude.
• A firm type set on your portal profile. It decides how identity checks apply to your orders.

This is the connector address.

1. In Claude, open Settings and go to Connectors.
2. Choose Add custom connector. On a Team or Enterprise plan, an owner of the Claude organisation may need to add it for everyone first.
3. Name it CoSec Partners and paste in the address https://cosecpartners.com.au/api/mcp
4. Choose Add, then Connect. Claude opens the CoSec Partners sign-in page.
5. Sign in with your client portal email and password.
6. Check the page that lists what Claude will be able to do, then choose Allow. You are taken back to Claude and the connector shows as connected.

Place an order

1. Start a new chat and make sure CoSec Partners is switched on in the connectors or tools menu for that chat.
2. Say what you want in your own words, for example “Register a new Pty Ltd for my client” or “Set up a family trust”. You can also pick a guided order from the CoSec Partners prompts in the same menu, such as Start an order.
3. Claude tells you what to have ready, then asks for the details a step at a time, explaining any terms and why each one is needed.
4. Ask for a quote at any point. Prices come from the same price table as the website and take your firm’s discounts into account.
5. Claude shows a summary of the whole order, with the price, the declarations and the terms of service. Nothing has been ordered yet.
6. Check the summary carefully. Ask Claude to change anything that is wrong, and it shows a fresh summary.
7. When it is right, tell Claude you confirm the order and agree to the declarations. Only then is the order placed.
8. Choose how to pay. Pay now gives you a secure card payment link. You can also pay on invoice, or on weekly or monthly account terms if your firm is set up for them.
9. You receive the usual order confirmation email, and the order appears in your client portal. A member of the CoSec Partners team reviews every order before it is completed.

Things you can ask

• What can I order here?
• Register a new Pty Ltd for my client
• Set up a family trust with a corporate trustee
• What does an SMSF bare trust cost?
• Where are my firm’s orders up to?
• Which aged shelf companies are available?
• Set up an SMSF with a corporate trustee
• Apply for an ABN for a new partnership
• Register a business name for a client who already has an ABN
• Quote a registered office for a new company

What you can order

• New companies, including Pty Ltd, public and SMSF trustee companies, and aged shelf companies.
• Discretionary (family), unit and hybrid trust deeds.
• SMSF establishment and SMSF bare trust deeds.
• Deeds of variation for discretionary trusts, unit trusts and SMSFs, and deeds of confirmation for lost trust deeds.
• ABN registration and business name registration.
• Registered office and virtual office services.
• Resident director quote requests.

You can also ask Claude to list the services and prices, give a quote, show your account details, or check the status of your firm’s orders. Work not listed above, such as ASIC compliance arrangements, is arranged with the team directly.

What it does not do

• It is for professional firms ordering for their clients, not for individuals or small businesses ordering for themselves.
• It covers Australian entities and registrations only.
• Claude explains terms and why each detail is needed, but it does not give advice. Choosing a structure is a decision for you and your client.
• Claude can make mistakes. The order summary is the record of what you are ordering, so check every detail on it before you confirm.
• A placed order cannot be changed or cancelled through Claude. Contact the team on 1300 226 226 instead.
• Orders are not lodged instantly. Our team checks each one first.
• It works with Claude only, not with other AI assistants.

Your information

What the connector passes to us when you use it, and what it never does.

What you type in Claude is held by Anthropic in your Claude account, under your Claude plan’s terms and settings. Once an order reaches us, it is stored with our other order records in Tokyo and handled under our privacy policy, the same as an order placed on our website. If you would rather not give tax file numbers in a chat, leave them out of the order and give them to the team directly instead. Read the privacy policy for more.

Security and safeguards

• You sign in on the CoSec Partners sign-in page with your portal login. Claude never sees your password. It receives a key that lets it act for your account, and nothing more.
• We only hand that key to Claude. A sign-in request from any other app is refused before you are asked anything.
• Only people at firms we have approved for Claude can place orders, and approval is checked again on every order, so switching a firm off takes effect straight away.
• Claude has the same access as your portal login. It sees the orders you can see there, and nothing more.
• Claude cannot place an order until you have seen the full summary and confirmed it in the chat. The summary is sealed, so if any detail or the price changes after you saw it, Claude has to show it to you again.
• Card payments are made on a secure Stripe payment page. Card details are never typed into the chat.
• Tax file numbers are never shown back in order summaries or emails.
• A member of the CoSec Partners team checks every order before anything is lodged with ASIC or the ATO.
• CoSec Partners prepares and lodges documents on your instructions. It does not give legal, tax, accounting or financial advice.
• You can disconnect at any time from Connectors in Claude’s settings.

If something goes wrong

• If the sign-in page says your firm is not approved for Claude yet, choose Request access on the Account tab of the client portal, or call 1300 226 226, and the team will set your firm up.
• If the sign-in link has expired, go back to Claude and choose Connect again.
• If Claude does not seem to use CoSec Partners, check the connector is switched on for that chat, or ask Claude to use the CoSec Partners connector.
• Orders can always be placed through the online order form at /order instead.