The outcome
Use the platform productively without giving it unnecessary access or authority.
Claude Code is a agentic coding tool for terminal, IDE, web, and desktop. Inspecting repositories, planning and implementing code changes, running development tools, debugging failures, and coordinating reviewable engineering work. This guide narrows that broad capability into one repeatable outcome, with checkpoints that keep the source material and your judgment in the loop.
Before you begin
Set the boundary before the tool starts.
Choose one real task, identify who will use the result, and decide what evidence or test will make the result acceptable. Gather only the source material needed for that task. If the work contains confidential, personal, regulated, or client-owned information, confirm that the platform and account are approved before sharing it.
AI should make the work easier to inspect. If the workflow removes the source, the owner, or the review step, redesign the workflow.
Step by step
A workflow you can repeat.
- 01
Classify the task and its data before uploading or connecting anything.
- 02
Review the current product, account, organization, retention, and training settings that apply to you.
- 03
Grant the narrowest file, repository, workspace, microphone, screen, or integration permissions needed.
- 04
Remove secrets and personal or regulated information unless your approved policy explicitly permits it.
- 05
Review the output and revoke permissions or disconnect sources that are no longer needed.
Working standard
What good use looks like.
- Claude Code can read files, modify code, and run commands according to granted permissions. Keep scope narrow, protect secrets, understand permission prompts, and never publish changes you have not reviewed.
- Follow your organization’s approved-use policy.
- Never treat fluent output as authorization to act.
Claude Code can read files, modify code, and run commands according to granted permissions. Keep scope narrow, protect secrets, understand permission prompts, and never publish changes you have not reviewed.
Official references
Check the current product documentation.
Features, plan limits, availability, and data controls change. These official pages are the starting points used for this collection.