Bluerithm + Claude Cowork

Follow this guide to install the Bluerithm plugin in Claude Cowork and connect it to your Bluerithm account. Once set up, you can hand Cowork your project documents and have it build out projects in Bluerithm for you.

Before you start: You'll need an active Bluerithm account and the Bluerithm plugin .zip file. The plugin works with the Claude desktop app on Windows and Mac.

Step 1. Go to anthropic.com

Open your browser and navigate to anthropic.com. From there, locate the Claude Cowork download page.

Step 2. Download Claude Cowork for your platform

Choose the appropriate installer for your operating system (Windows or Mac) and run it to install the Claude Cowork desktop app.

Step 3. Open the Cowork tab and go to Customize

Launch the Claude desktop app and navigate to the Cowork tab (note: this is separate from the Chat and Code tabs). Then open the Customize section.

Step 4. Click “Add a new plugin”

From the Customize section, click Add a new plugin to open the plugin management dialog.

Step 5. Select “Create plugin” → “Upload plugin”

In the dialog, choose Create plugin, then select Upload plugin to bring up the file upload dialog.

Step 6. Upload the Bluerithm plugin .zip file

Select the Bluerithm plugin .zip file, drop it into the upload dialog, and click Upload.

Step 7. The plugin is now installed

You should see the Bluerithm plugin listed in your installed plugins, confirming a successful install.

Step 8. Review the included skills

Open the plugin to see the list of skills it provides. Skills are the instructions that tell Cowork how to interact with Bluerithm for specific tasks.

Step 9. Connect the Bluerithm connector

Next, open the Connectors section and click Connect on the Bluerithm connector. This is what links Cowork to your Bluerithm account.

Clicking Connect launches the Bluerithm sign-in page in your browser.

Step 11. Authenticate with your password

Enter your Bluerithm password to authenticate.

Step 12. Select your account (if applicable)

If you have profiles on multiple Bluerithm accounts, select the one you want to connect. If you only have a single profile, this step is skipped automatically.

Step 13. Review the available tools

Once authenticated, you’ll return to Cowork and see the full list of tools — the backend connection points Cowork can use in Bluerithm. At the time of this writing there are over 200 tools available. It’s worth reviewing the default permission for each.

Step 14. Set read operations to “Always allow” (optional)

Read operations only fetch data and are generally safe. To reduce interruptions, you can set all read tools to Always allow.

Step 15. Set delete operations to “Needs approval”

Scroll down to the Delete tools. These allow Cowork to delete data from Bluerithm. We recommend setting these to Needs approval wherever you believe accidental deletion could be risky. With this setting, Cowork will ask for your permission before running any delete operation.

Step 16. You’re done — start using Cowork with Bluerithm

Installation is complete. From this point on, you can give Cowork simple instructions. For example, drop a set of project documents into a new task and type something like:

“Please review these project documents and set up a new project for me in Bluerithm.”

The key step is to use a slash command: press / and select the Bluerithm plugin. This routes the task directly to Bluerithm so there’s no ambiguity about what you want Cowork to do.

Step 17. Add any extra context, then let it go

In the same message you can tell Cowork what Bluerithm data to use — for example: “use my equipment types, checklists, test forms, report templates, issue settings” — and then simply tell it to go.

Step 18. Let Cowork run in the background

Cowork will start working. Some steps take a few minutes, but you don’t have to wait — you can move to another Cowork task, work through your email, or do something else entirely. Cowork will notify you when it needs your input or has a question.

Tips for getting good results

A few things that help Cowork do its best work with Bluerithm:

Always use the / slash command to pick the Bluerithm plugin. This tells Cowork exactly which integration to use and avoids confusion when multiple plugins could apply.
Be specific about which Bluerithm data to use. Mentioning your equipment types, checklists, test forms, report templates, or issue settings in the prompt keeps Cowork aligned with how you actually work.
Leave delete tools on “Needs approval.” Read tools can be safely set to always allow, but keeping manual approval on anything destructive prevents accidental data loss.
Let it run in the background. Some tasks take a few minutes. You’ll get a notification when Cowork needs input, so there’s no need to sit and watch it.