Claude Complete Guide: Shortcuts, Choosing a Model, Agents (Cowork and Claude Code) and Connectors

Claude Complete Guide: Shortcuts, Choosing a Model, Agents (Cowork and Claude Code) and Connectors

Claude can do far more than answer questions in a chat window. It can work through whole tasks on your files, connect to tools like Google Drive, Slack or your own systems, and, for developers, run as a coding agent in the terminal. This tutorial shows you how to use each part: shortcuts, choosing a model, agents and connectors, first in the Claude app and then in Claude Code.

Updated November 2026. Menus, model names and plan limits change over time and differ between Free, paid, Team and Enterprise accounts. If something looks different on your screen, look for the same name nearby.

The three ways to use Claude

ChatCoworkClaude Code
Whereclaude.ai, desktop and mobile appsDesktop app (full), plus web and mobileTerminal, IDE extensions, desktop and web
Best forQuestions, writing, analysis, quick draftsMulti-step tasks on files, the browser and connected toolsWriting, fixing and reviewing code in a real project
You getAnswers and documentsFinished files: spreadsheets, decks, reportsCode changes you review and approve

Part 1: Claude keyboard shortcuts

In the Claude app

In Claude Code (the terminal agent)

Claude Code has a large set of shortcuts. These are the ones you'll use every day:

ShortcutWhat it does
EscStop Claude mid-answer so you can redirect it. Work done so far is kept.
Esc EscWith text typed: clear it. With an empty prompt: open the rewind menu to go back to an earlier point.
Shift + TabCycle permission modes: Manual, accept edits, plan mode, and others when available.
Shift + EnterNew line in your prompt (in most modern terminals).
Ctrl + CInterrupt a running operation. If nothing is running, clear the input; press again to exit.
Ctrl + RSearch your previous prompts.
Ctrl + OShow the detailed transcript, including every tool call.
Ctrl + BSend a running command or agent to the background.
Ctrl + TShow or hide Claude's to-do checklist.
Ctrl + SStash your half-written prompt, and press again to bring it back.
Ctrl + GOpen your prompt in your text editor for long instructions.
Ctrl + V (Alt + V on Windows)Paste an image from the clipboard.
Ctrl + LRedraw the screen if the display gets garbled.

And three characters at the start of a prompt:

Tip: you can type your next message while Claude is still working. It's queued and sent when the current step finishes.

Part 2: How to set the model

The Claude models

At the time of writing, the main Claude models are:

ModelUse it for
FableThe hardest, longest-running tasks
OpusComplex reasoning, deep analysis and difficult code
SonnetEveryday work: writing, coding and research at a good speed
HaikuFast, simple jobs: short answers, sorting and quick edits

Which ones you can pick depends on your plan.

In the Claude app

  1. Look at the model name shown in the message box.
  2. Click it to open the model menu and pick another model.
  3. Where the model offers it, the same menu also lets you choose how much Claude thinks before answering. More thinking is slower but better for hard problems.

A good habit: start with Sonnet, and switch to Opus or Fable only when an answer isn't good enough. You'll get faster replies and use less of your plan's limits.

In Claude Code

There are several ways to set the model. The ones higher in this list win:

  1. During a session: type /model to open the picker, or /model sonnet to switch straight away. In the picker, Enter switches and saves it as your default, and s switches for this session only.
  2. When starting: claude --model opus
  3. Environment variable: ANTHROPIC_MODEL=sonnet
  4. Settings file: add "model": "opus" to your settings.json.
{
  "model": "opus"
}

Instead of full model IDs you can use short aliases:

AliasMeaning
sonnetLatest Sonnet, for daily coding
opusLatest Opus, for complex reasoning
haikuFast Haiku, for simple tasks
fableFable, for the hardest, longest tasks
opusplanOpus while planning, then Sonnet to carry out the plan
sonnet[1m], opus[1m]The same models with a 1-million-token context window
defaultClear your choice and use your account's default

Aliases always point to the newest version. To lock a specific version, use its full ID, such as claude-opus-5-5.

Effort: how hard Claude thinks

Effort controls how much reasoning Claude does. The levels are low, medium, high, xhigh and max. Set it with /effort (a slider), /effort high, or claude --effort high. Use lower effort for quick edits and higher effort for tricky bugs or big refactors.

Part 3: Agents in Claude

An agent is an AI that carries out a task step by step: reading files, using tools and producing a result, while you supervise. Claude has two: Cowork for everyday work, and Claude Code for software.

Cowork: give Claude a task, not a question

  1. Open Claude on the web, in the desktop app or in the mobile app.
  2. In the message box, select Cowork. If you don't see separate Chat and Cowork options, your account already uses the combined layout, so skip this step.
  3. Describe the outcome you want, for example "Turn the invoices in my Downloads folder into a spreadsheet with date, supplier and amount."
  4. Review Claude's plan, then let it run.

What Cowork can do:

Choose how much Claude asks before acting, using the mode selector in the message box:

ModeWhat happensUse when
ManualClaude asks you to approve each actionYou're trying something new
AutoClaude keeps going and a safety review checks each action firstEveryday tasks you've run before
SkipNothing checks actions automaticallyOnly when you fully trust every file, tool and site involved

Cowork needs a paid plan (Pro, Max, Ultra, Team or Enterprise). You can set standing instructions for every session, such as your role or preferred format, in Settings > Cowork.

Claude Code subagents: your own specialist helpers

In Claude Code, subagents are specialist assistants that Claude can hand work to: a code reviewer, a test runner, a documentation writer. Each runs in its own context and reports back, which keeps your main conversation clean.

Step 1: Create the file. A subagent is a Markdown file. Save it in .claude/agents/ to share it with everyone on the project, or in ~/.claude/agents/ to use it in all your projects:

---
name: code-reviewer
description: Reviews code changes for bugs, security issues and readability. Use proactively after code is written or changed.
tools: Read, Grep, Glob
model: sonnet
---

You are a careful senior code reviewer. For each issue, explain the
problem, show the code, and suggest a fix. List the most serious issues first.

You can also simply ask Claude: "Create a code-reviewer subagent in .claude/agents that only reads files and uses Sonnet." Running /agents points you to the same folders.

Step 2: Use it. Claude delegates automatically when a task matches the description. To call it yourself:

Part 4: Connectors: link Claude to your tools

Connectors let Claude read from and act in other services, such as cloud storage, calendars, project trackers and databases. They're built on the Model Context Protocol (MCP), an open standard, so any service with an MCP server can be connected.

Turn a connector on in a chat

  1. Click the + button at the lower left of the message box.
  2. Choose Connectors.
  3. Use the switches to turn each connector on or off for this conversation.

Turning off connectors you don't need keeps Claude focused and avoids unwanted actions.

Add a custom connector (any remote MCP server)

On Pro and Max plans:

  1. Go to Customize > Connectors.
  2. Click + Add, then Add custom connector.
  3. Enter a name and the remote MCP server URL, then click Continue.
  4. Check the sign-in settings Claude detected, change them if needed, and click Continue. Add request headers such as an API key only if your server needs them.
  5. Click Add, then sign in to the service if asked.

On Team and Enterprise plans, an Owner adds the connector once in Organization settings > Connectors. Members then find it under Customize > Connectors and click Connect. Free accounts can add one custom connector. To remove a connector, open Customize > Connectors and use the three-dot menu.

Connectors in Claude Code

In the terminal, add MCP servers with claude mcp add:

# A remote server (recommended)
claude mcp add --transport http notion https://mcp.notion.com/mcp

# A local server that runs on your computer
claude mcp add --env AIRTABLE_API_KEY=YOUR_KEY --transport stdio airtable -- npx -y airtable-mcp-server

# Share a server with your whole team (writes .mcp.json in the project)
claude mcp add --transport http shared-server --scope project https://example.com/mcp

Then, inside Claude Code, type /mcp to sign in to servers that need it and check their status. claude mcp list shows everything you've added and claude mcp remove notion removes one.

ScopeWho gets it
local (default)Only you, in this project
projectEveryone on the project, through .mcp.json in version control
userOnly you, in all your projects

Connector safety checklist

Part 5: Slash commands, and how to make your own like /roadmap

In Claude Code, any message that starts with / is a command. Type / on its own to see every command available to you, or / plus a few letters to filter the list. Anything you type after the command name is passed to it, for example /plan fix the login bug.

Built-in commands worth knowing

CommandWhat it does
/initCreate a CLAUDE.md file that tells Claude how your project works. Run it once per project.
/plan [task]Go straight into plan mode: Claude works out the approach before touching any files.
/modelPick the model (see Part 2).
/effortSet how hard Claude thinks, from low to max.
/clearStart a fresh conversation with an empty context. Also /new.
/compact [focus]Summarise the conversation so far to free up space, and keep going.
/contextSee how much of the context window is in use.
/resumePick up an earlier conversation.
/rewindGo back to an earlier point in the code or conversation. Also /undo.
/reviewReview code changes.
/security-reviewCheck your branch's changes for security problems.
/mcpManage connectors (MCP servers) and sign in to them.
/agentsManage subagents (see Part 3).
/skillsList the skills (custom commands) available.
/memoryEdit CLAUDE.md files and Claude's saved memory.
/permissionsChoose which actions are allowed, need asking, or are blocked.
/schedule [task]Create a task that runs on a schedule in the cloud.
/usageSee cost and how much of your plan you've used. Also /cost.
/statusShow version, model, account and connection status.
/exportSave the conversation as a text file.
/configOpen settings.
/doctorCheck that your installation is healthy.
/helpShow help and all commands.

Create your own command: /roadmap

You can turn any prompt you use often into your own slash command. Claude Code calls these skills. A skill is a folder with a SKILL.md file in it, and the folder name becomes the command.

Step 1: Create the folder. Pick where it should work:

Step 2: Write the file.

---
name: roadmap
description: Turn a feature idea into a phased project roadmap with milestones, tasks and risks.
argument-hint: [feature or goal]
disable-model-invocation: true
---

Create a roadmap for: $ARGUMENTS

1. Read CLAUDE.md and look at the project structure to understand the codebase.
2. Split the work into 3 to 5 phases, with the smallest useful release first.
3. For each phase, list the goal, the tasks (with the files likely to change)
   and a rough size: S, M or L.
4. End with the risks and open questions.
5. Save the roadmap to docs/ROADMAP.md and show me a short summary.

Step 3: Use it. Type the command followed by what you want planned:

/roadmap user login with Google and email

Claude replaces $ARGUMENTS with "user login with Google and email" and follows your steps. New skills work straight away, with no restart needed.

What each line means

Optional extras: model: sonnet runs the command on a specific model, and allowed-tools lists tools it can use without asking each time, for example allowed-tools: Bash(git *). Older guides put commands in .claude/commands/roadmap.md. That still works, but skills are the recommended format now.

More custom command ideas

CommandWhat it could do
/standupSummarise yesterday's commits into a short standup update.
/release-notes [version]Turn the changes since the last tag into user-friendly release notes.
/explain [file]Explain a file in plain language for a new team member.
/test-plan [feature]Write a checklist of manual and automated tests for a feature.
/bug-reportTurn an error message into a clean bug report with steps to reproduce.

Each one is just a folder and a SKILL.md file with the steps you'd normally type out by hand.

Quick start: your first 15 minutes

  1. Pick Sonnet in the model menu and ask something you'd normally search for.
  2. Open + > Connectors and connect one tool you use every day.
  3. Try Cowork with a small file task, in Manual mode first.
  4. Developers: install Claude Code, run /model, and try Shift + Tab to plan mode before a bigger change.
  5. Create one subagent, such as a code reviewer, and ask Claude to use it.
  6. Turn your most-used prompt into a slash command, like /roadmap.

Using ChatGPT too? Read the matching ChatGPT guide: shortcuts, models, Work and apps.

This is an independent guide. sshot.online is not affiliated with Anthropic. Claude is a trademark of Anthropic.

Frequently asked questions

How do I change the model in Claude?

In the Claude app, click the model name in the message box and choose another model. In Claude Code, type /model to open the picker, use /model sonnet to switch directly, start with claude --model opus, or set "model" in settings.json.

What is Claude Cowork?

Cowork is the agent mode in the Claude app. You describe an outcome, Claude makes a plan and carries it out using your files, a browser and your connectors, with Manual, Auto or Skip approval modes. It needs a paid plan.

How do I add a custom connector to Claude?

Go to Customize > Connectors, click + Add, then Add custom connector. Enter a name and the remote MCP server URL, confirm the sign-in settings and click Add. On Team and Enterprise plans an Owner adds it in Organization settings > Connectors.

How do I create a subagent in Claude Code?

Create a Markdown file in .claude/agents/ (project) or ~/.claude/agents/ (all projects) with a name and description in the frontmatter, optional tools and model, and the subagent's instructions below. Claude uses it automatically when a task matches the description, or you can call it by name.

How do I create my own slash command in Claude Code?

Create a folder such as .claude/skills/roadmap/ with a SKILL.md file inside. Add a description in the frontmatter and write the instructions below it, using $ARGUMENTS for whatever you type after the command. Then run it with /roadmap followed by your request.

What does Shift+Tab do in Claude Code?

It cycles the permission modes, such as Manual, accept edits and plan mode, so you control whether Claude asks before editing files or only plans first.

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