Why is this needed? The AI Extract feature calls the Anthropic API directly from your browser.
When running this tool locally, you must provide your own API key. Your key is stored in memory only —
it is never saved to disk or transmitted anywhere except directly to api.anthropic.com.
📁 Auto-Indexing (no API key needed)
When you open a folder, the tool automatically scans all filenames for tax document keywords
(W-2, 1099-INT, 1099-R, K-1, 1098, etc.) and marks matching entries in your Documents checklist as Received.
No AI required — this works immediately.
🤖 AI Extraction (API key required)
With a key set, click "🤖 AI Extract & Import" while viewing any document in the panel.
Claude reads the document, identifies the document type, extracts all visible amounts,
and populates the correct workpaper section automatically.