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Running inside Claude Code? Follow the Claude Code tab. Run the two shell commands, then tell the user to open a new session. The Penbox plugin is one MCP server and five skills. The server gives the agent tools on your cases, case templates, form templates and forms. The skills teach it the order of operations. Sign-in is OAuth in your browser. No token to paste.
Then open a new session. A plugin installed mid-session stays invisible to the session that installed it.On the first Penbox tool call, Claude Code opens your browser. You sign in to Penbox and approve the connection. The agent then acts as you, with your rights.

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What to ask

Copy a prompt, replace the names, send it.
  • “Open an onboarding case for Marie Dupont, marie@example.com, from our client onboarding template. Send her the first form.”
  • “Create a case from the ‘Claim’ template for Jan Peeters. Add him as the main contact. Do not send anything yet.”
  • “Which of my cases are waiting on the client for more than a week? List the contact and what is missing.”
  • “Find the case of Marie Dupont. What has she not sent yet? Draft a reminder, do not send it.”
  • “Send the pending reminder on the Dupont case now.”
  • “Create a case template named ‘Mortgage file’ with statuses New, Documents pending, In review, Closed. Move to In review automatically when every form is completed.”
  • “Add a step to the ‘Mortgage file’ template that sends the ‘Income proof’ form to the borrower.”
  • “Create a form template in French that asks for an ID card upload, an IBAN and a signature.”
  • “Add a repeatable ‘Vehicle’ section to the ‘Fleet declaration’ form, with plate number and first registration date.”
  • “Show me the answers of the last completed form on the Peeters case.”
  • “List the forms of the Dupont case with their status.”
  • “Upload this PDF as an attachment on the Dupont case.”
  • “Archive every case closed before January.”
  • “How many cases were created this month? Use the API.”

What the agent can do

Tools, skills and the two ways to sign in.

Security

What the agent can never do, and what leaves your workspace.