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Automation & MCP Open question — the Lab is working on this

How do I migrate from using Claude only inside the Excel add-in to using the full browser/web version of Claude?

6:41From the June 2 call · Beginner Lab: Claude Basics, Custom GPTs, and Practice Wins

A member described using Claude almost exclusively through the Excel add-in (on a Claude Max plan, ~$200/month, purchased as part of a client's corporate account) and finding it extremely powerful — it can rewrite long, complex formulas, generate financial statements from a trial balance with no additional input, and even write sophisticated VBA macros that automated a process that previously took about six hours a month for a fractional CFO engagement. However, the member noted that most of the impressive posts and demos they see online (about 'Claude co-work' and similar workflows) appear to be using the standalone browser/web version of Claude rather than the Excel add-in, and asked how to make the transition from Excel-only usage to the broader web version. This question was raised but not yet answered within this segment — the discussion was cut off before a response was given.

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How do I migrate from using Claude only inside the Excel add-in to using the full browser/web version of Claude? · The AI Lab for Accountants