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Setting Up a Claude Project for Mambu Docs

This guide is for CS, support, and pre-sales teams who want Claude to have up-to-date Mambu documentation available in every conversation — without pasting context manually each time.

What is a Claude Project?​

A Claude Project is a persistent workspace in Claude that remembers:

  • Project knowledge — documents and URLs you provide as a knowledge base
  • Custom instructions — a system prompt that shapes how Claude responds in this project
  • Conversation history — past chats within the project are visible to all members

All of this makes it far more useful than a one-off chat, because Claude already knows the context before you type your first question.

Quick Setup (5 minutes)​

Step 1 — Create a project​

  1. Go to claude.ai and sign in
  2. Click Projects in the left sidebar
  3. Click Create project
  4. Name it something like Mambu Support or Mambu Docs Assistant

Step 2 — Add Mambu docs as project knowledge​

  1. Inside the project, click Add content (or the + icon in the Knowledge section)
  2. Choose Add from URL (or paste the content directly)
  3. Add this URL: https://docs.mambu.com/llms-full.txt

This file contains the complete text of all Mambu user guides, release notes, and API v2 reference — about 3 MB, well within Claude's context window. It's regenerated automatically on every docs deployment, so knowledge stays current.

Can't add by URL?

If your Claude plan doesn't support URL-based knowledge, download the file first and upload it as a text file:

curl -o mambu-docs.txt https://docs.mambu.com/llms-full.txt

Then upload mambu-docs.txt via Add file.

Step 3 — Set project instructions​

Click Edit project instructions and paste the following, adjusting as needed:

You are a Mambu product expert helping the CS and support team answer questions about Mambu's banking platform.

Use the Mambu documentation provided in your project knowledge as your primary source of truth. When answering:
- Cite the specific feature or page where you found the information
- If the answer involves an API endpoint, name the endpoint and the HTTP method
- If you're not sure, say so clearly rather than guessing — Mambu configuration is complex and incorrect answers create support risk
- Prefer precise, actionable answers over general explanations
- If a question is about a customer's specific tenant configuration, note that you can only speak to how the feature works in general, not their specific setup

When no relevant information is found in the docs, say: "I don't have documentation on that — I'd recommend checking directly with the product team or raising a support ticket."

Step 4 — Invite your team​

  1. Click Share in the project settings
  2. Add colleagues by email address
  3. They'll see the same knowledge base and instructions, but their conversations are separate

What you can ask​

Once set up, the project works well for questions like:

  • "How does reschedule differ from refinance for loan accounts?"
  • "What's the correct API call to apply a fee to a deposit account?"
  • "Which configuration controls whether interest accrues on past-due installments?"
  • "What changed in the v9.191 release for loan products?"
  • "Does Mambu support multi-currency deposits?"

Limitations to be aware of​

LimitationDetail
Not tenant-specificThe docs describe general platform behaviour. Claude can't see a customer's actual configuration or data.
Release note lagllms-full.txt is updated on each docs deployment. Very recent releases may not yet be included.
API v1 not includedThe full-text file covers API v2. For v1 endpoints, use docs.mambu.com directly.
Claude can hallucinateAlways verify critical answers against the live docs, especially for compliance-sensitive topics.

Keeping the knowledge up to date​

The llms-full.txt file at https://docs.mambu.com/llms-full.txt is regenerated automatically on every docs site deployment. In Claude Projects, you may need to re-add or re-upload the file periodically to pick up new content (Claude does not auto-refresh URL-based knowledge).

A practical cadence: refresh the project knowledge after each major Mambu release.

Advanced: richer context with the full export​

For teams building internal tooling or automating support workflows, the full documentation export provides more metadata and is better suited for vector database ingestion:

# Download the full structured export (~140 MB, generated on scheduled pipelines)
curl -O https://docs.mambu.com/docs-export.json

See AI Resources for the complete list of available endpoints and AI Export Quick Start for integration examples.