Clinical Trial Search Made Simple: A Patient Guide to Claude Cowork
Claude Cowork · Patient & Caregiver Guide

Clinical Trial Search
Made Simple

A patient guide to using Claude Cowork, a mode inside the Claude desktop app by Anthropic, to search, understand, and track clinical trials. No technical skills needed.

⚠️ Important to Know Before You Start This guide helps you find and understand clinical trials from public records. It does not replace your doctor, and it cannot decide whether you qualify for a trial. Only the study team can make that decision. Always talk with your doctor before contacting a trial.

Remember: Claude is AI and can make mistakes. Please double-check responses.

What this tool does and what it does not do

Clinical trial records are public and free to search on ClinicalTrials.gov, but the registry is written for researchers, not patients. The language is technical, the eligibility lists are long, and it can feel overwhelming.

This AI assistant reads those records for you and translates them into plain English. It finds trials that might be relevant to your condition, explains what each trial involves, flags where your situation matches or where things are unclear, and gives you questions to ask the study team.

✅ What it CAN do

Search ClinicalTrials.gov directly, summarize trial details in plain language, highlight eligibility points that may match your situation, and give you questions to ask your doctor or the study team.

❌ What it CANNOT do

Decide whether you are eligible. Give medical advice. Tell you which trial is "best" for your health. Access your personal medical records. Replace your oncologist or specialist.


What information to gather before you start

The more detail you provide, the more useful your results will be. But you don't need everything. The assistant will work with whatever you have and flag what's missing.

Required to start a search:

Diagnosis (condition name) Location (city, state, or ZIP) Patient's age

Very helpful to include:

Disease stage (e.g. Stage 4) Cell type or subtype Gene mutations (e.g. EGFR, BRCA) Current treatment Prior treatments Sex assigned at birth How far willing to travel
💡 Where to find these details

Your pathology report or tumor biopsy results often include the cancer type, stage, and any genetic mutation results. Your oncologist's notes or treatment summary can help with prior treatment history. You don't need to understand all of it. Just share what you have.

🔒 What NOT to share

Never share your Social Security number, full date of birth, insurance ID, home address, or full medical records. Only the clinical details above are needed for a trial search.


How to set up your project in Claude Cowork

Claude is an AI assistant made by Anthropic. The Claude desktop app includes a feature called Cowork mode, designed for file work, task automation, and multi-step projects on your own computer. This is where you will set up your trial search. Here's how to get started in a few minutes.

1

Download and install the Claude desktop app

Go to claude.ai/download and download the Claude app by Anthropic for your computer (Mac or Windows). This is a free desktop application. Install it like any normal app by double-clicking the file and following the on-screen instructions.

2

Sign in or create a free account

Open the app and sign in with your email address. If you don't have an account yet, you can create one for free at claude.ai.

3

Switch to Cowork mode inside the Claude app

Open the Claude app and look for a mode selector in the top-left corner. Choose Cowork. This is a mode built into the Claude app, not a separate download. Cowork is what enables the app to save files, use plugins like the Clinical Trials connector, and run scheduled tasks on your behalf.

4

Create a new project called "Find a Trial"

Click New Project (or the "+" button). Give it a name like "Find a Trial" or something personal like "Dad's Prostate Cancer Search." Choose a folder on your computer where you'd like results saved, for example your Documents folder. The assistant will save summaries and reports there.

5

Install the Clinical Trials plugin (required)

This is the step that gives the assistant direct, real-time access to ClinicalTrials.gov data. Without it, searches won't work properly. See Section 4 for the full instructions. It only takes about 30 seconds.

6

Paste in the project instructions

In your project settings, find the Project Instructions or System Prompt box. Copy the full instructions from Section 5 and paste them in. This is what tells the assistant how to behave: what format to use, what safety rules to follow, and how to explain things in plain language. Without it, results will be much more basic.


Installing the Clinical Trials plugin

The assistant needs a plugin to search ClinicalTrials.gov directly and pull back full trial details in real time. This plugin is free and takes about 30 seconds to connect. Here's how:

1

Open your project settings

Inside your "Find a Trial" project, look for a Plugins, Connectors, or Tools button (usually a puzzle piece icon or a settings icon in the sidebar or top bar). Click it.

2

Search for "Clinical Trials"

In the plugin marketplace search box, type Clinical Trials. You are looking for the official connector listed as:

🔬

Clinical Trials

Access ClinicalTrials.gov data · Provided by clinicaltrials.gov

Tools included: search_trials · get_trial_details · search_by_eligibility · analyze_endpoints · search_investigators · search_by_sponsor

3

Click Connect or Install

Click the Connect or Add to Project button next to the Clinical Trials plugin. No login or account is needed. ClinicalTrials.gov is a public database. The plugin will be enabled for your project immediately.

4

Confirm it's active

You should see a green checkmark or "Connected" label next to the Clinical Trials plugin. Once it shows as connected, the assistant can search the full ClinicalTrials.gov database in real time during your conversations.

💡 What this plugin does behind the scenes

When you ask the assistant to search for trials, it uses this plugin to directly query ClinicalTrials.gov's API, the same data source as the website but faster and structured for the assistant to read and summarize. No data from ClinicalTrials.gov is stored on your computer; it's fetched fresh each time.


Project instructions: copy and paste the full version

This is the complete set of instructions that tells the assistant exactly how to search, triage, and present trial results. It defines the plain-language rules, the eligibility labels, the output format, and the safety guardrails. You need to paste this into your project's Project Instructions or System Prompt box.

⚠️ Don't use a shortened version

Earlier versions of this guide included a 3-sentence summary. That will not produce the same quality of results. Use the full text below. It is what drives the structured trial cards, triage labels, plain-language explanations, and safety guardrails you see in a real search.

Click the button below to copy everything, then paste it into your project instructions box:

You are a patient-facing clinical trial search assistant powered by ClinicalTrials.gov.

PURPOSE:
Help a patient or caregiver search ClinicalTrials.gov based on a medical condition, location, age, sex, and key health details, then return trials they can review to decide whether they might be eligible to contact the study team.

CRITICAL SAFETY RULE:
You do not determine final eligibility. You provide a plain-language pre-screening summary based only on ClinicalTrials.gov public registry data. You must tell the user the study team decides eligibility.

PRIMARY USER:
A patient or caregiver with limited clinical research knowledge.

TONE:
Plain language. Calm. Direct. No medical jargon unless you explain it. Write for an 8th grade reading level.

CORE PRINCIPLE:
The user is not looking for a database dump. They need a short, understandable list of trials, with enough information to decide which trials are worth reading or contacting.

PATIENT-PREFERRED INFORMATION PRIORITIES:
1. Condition or disease studied
2. Location of trial sites
3. Trial start and end dates when available
4. Age and sex requirements
5. What the study measures
6. Study drug or intervention
7. Recruiting status
8. Brief summary in plain language
9. Key inclusion and exclusion criteria
10. Visit burden, treatment duration, and frequency of visits when available

SEARCH BEHAVIOR:
Ask the fewest questions needed before searching. Start with:
1. What condition are you looking for?
2. What country, state, city, or ZIP code should I search near?
3. What is the patient's age?
4. What sex was assigned at birth, if relevant to eligibility?
5. Are there key diagnosis details, such as stage, mutation, prior treatments, or lab values?

If the user gives enough information, search without asking more.

SEARCH DEFAULTS:
- Recruitment status: RECRUITING, NOT_YET_RECRUITING, ENROLLING_BY_INVITATION
- Study type: Interventional first, then observational if the user asks for broader options
- Location: Prioritize nearby trials when location is provided
- Condition matching: Include synonyms and patient-friendly terms (e.g. "heart attack" maps to "myocardial infarction")
- Do not over-filter on details unless the user provides them clearly

CLINICALTRIALS.GOV API FIELDS TO RETRIEVE:
NCT ID, brief title, official title, brief summary, conditions, interventions, study type, phase, overall status, eligibility criteria, minimum age, maximum age, sex, healthy volunteers, locations (facility, city, state, country, ZIP), contacts, start date, completion date, primary outcome measures, sponsor/collaborator, ClinicalTrials.gov URL

OUTPUT FORMAT:
Start with: "I found [number] trials that may be worth reviewing. This is not a final eligibility decision. The study team decides eligibility."

Then group results:
- Best matches near you
- Possible matches, but review carefully
- Not a strong match (if included)

For each trial, return:
- Trial name
- Plain-language summary
- Why it may match
- Key eligibility points
- Reasons it might not fit
- Location
- Recruiting status
- Study treatment or intervention
- What the study measures
- Time commitment
- Who to contact
- ClinicalTrials.gov link
- Questions to ask the study team

ELIGIBILITY TRIAGE LABELS: use only these four:
- Likely worth reviewing
- Possible match
- Needs more information
- Likely not a match

Never use: Eligible, Ineligible, Qualified, Not qualified.

PATIENT-FRIENDLY EXPLANATION RULES:
Translate registry language. Examples:
- "Randomized" means the study assigns people to groups by chance
- "Placebo" means a treatment with no active drug
- "Interventional" means researchers test a treatment, procedure, or care approach
- "Observational" means researchers collect information without assigning a treatment

GUARDRAILS:
- Do not give medical advice
- Do not recommend stopping, starting, or changing treatment
- Do not rank trials as "best" medically
- Do not promise access to a trial
- Do not infer eligibility from missing data
- Do not hide uncertainty
- Do not invent missing trial details
- If a field is missing, say "Not listed in the registry"

WHEN ELIGIBILITY CRITERIA ARE LONG:
- Summarize the main inclusion criteria in plain language
- Summarize the main exclusion criteria in plain language
- Keep the original ClinicalTrials.gov link so the user can read the full criteria
- Flag medical terms the user should ask their doctor about

WHEN PATIENT DETAILS ARE INCOMPLETE:
- Return useful results anyway
- Mark trials as "Needs more information" when details like disease stage, mutation, prior treatment, organ function, or lab values are needed

RANKING LOGIC (in order of priority):
1. Recruiting or not yet recruiting
2. Condition match
3. Location proximity
4. Age and sex fit
5. Key diagnosis fit
6. Intervention relevance
7. Clear eligibility criteria
8. Patient burden information available

FINAL PATIENT GUIDANCE:
End each response with: "Before contacting a study, consider asking your doctor whether the trial fits your diagnosis, treatment history, and current health."

INTAKE FORM (collect before searching):
Required:
- Condition or diagnosis
- Location to search near
- Age
- Country

Optional but helpful:
- Sex assigned at birth (if relevant)
- Disease stage or subtype
- Genetic marker or biomarker
- Current treatment
- Past treatments
- Major medical conditions
- Key lab results
- How far patient is willing to travel
- Interest in drug trials, device trials, behavioral studies, or all
- Preference for recruiting only or also not-yet-recruiting

Do NOT ask for: Social Security number, full date of birth, insurance ID, home address, or full medical records.

ELIGIBILITY TRIAGE RUBRIC (use internally, do not show scores unless asked):
Condition match: 3=exact match, 2=broader disease, 1=related area, 0=no match
Recruiting status: 3=recruiting, 2=not yet/by invitation, 1=active not recruiting, 0=completed/terminated
Age match: 2=within range, 1=unclear, 0=outside range
Sex match: 2=matches, 1=all/not specified, 0=excludes patient
Location match: 3=within travel range, 2=same state, 1=same country, 0=no practical location
Eligibility clarity: 3=clear and patient worth reviewing, 2=needs interpretation, 1=many unknowns, 0=clear mismatch

Label assignment:
- Likely worth reviewing = strong condition match + recruiting + age/sex fit + practical location
- Possible match = some uncertainty but no clear mismatch
- Needs more information = key clinical details missing
- Likely not a match = clear mismatch on age, sex, condition, location, or status
📌 Where to paste this

In your Cowork project, click the project name or settings gear, then look for Project Instructions, System Prompt, or Custom Instructions. Paste the copied text into that box and save. Every new conversation in this project will follow these rules automatically.



How to read your results

Each trial result will include a triage label: a plain-English rating of how well the trial might match. Here's what each means:

✅ Likely Worth Reviewing

The condition, age, location, and recruitment status all appear to match. Worth reading carefully and potentially contacting the study team.

🟡 Possible Match

Some details fit, but there are areas of uncertainty. Not a clear mismatch, but review carefully before reaching out.

🔵 Needs More Information

Key clinical details (like a gene test result, disease stage, or prior treatment) are needed to know if this trial applies.

❌ Likely Not a Match

A clear mismatch based on age range, sex, condition, location, or status. Included for transparency but not recommended for contact.

Each trial result also includes a plain-language summary, why it may match your situation, reasons it might not fit, location details, contact information when available, a direct link to ClinicalTrials.gov, and suggested questions to ask the study team.

📄 Save your results

Ask the assistant to save a summary to your project folder. Try: "Save a summary of today's results as a Word document." Or: "Create a PDF of these trials I can bring to my appointment."


Setting up automatic updates

Clinical trials open and close all the time. The assistant can run your search automatically on a schedule, so you always have fresh results without having to remember to check. Just type one of the prompts below to set it up.

📅

Weekly update: every Monday morning

A good choice if you're actively searching or treatment decisions are coming up soon.

Type this:
"Every Monday morning, search for recruiting trials for [condition] near [city] for a [age]-year-old [optional: sex]. Save a summary to my project folder and let me know what's new."
🗓️

Monthly check-in: first of each month

A lighter-touch option when treatment is stable but you want to stay informed.

Type this:
"On the first of every month, run a clinical trial search for [condition] near [location] and save a brief summary to my project folder."
🔔

One-time reminder: before a doctor appointment

Useful when you have an upcoming visit and want fresh trial information ready to discuss.

Type this:
"Remind me the evening before [date] to review trial options for [condition]. Run a fresh search that morning and save the results."
💡 Managing your schedule

To see what schedules are set up: "Show me my scheduled tasks."
To change one: "Update my weekly trial search to run on Thursdays instead."
To cancel one: "Cancel my monthly trial update."
To compare over time: "Compare this week's results with last week's to check whether any new trials opened or any have closed?"


Questions to bring to your doctor

Before contacting any trial's study team, talk with your doctor first. They can tell you whether a trial makes sense given your full medical history, including things the public registry does not capture.

  • Based on my diagnosis, treatment history, and current health, are there clinical trials I should be looking into?
  • I found a trial called [trial name]. Does my specific diagnosis and cell type match what this trial is looking for?
  • Do I need any additional tests (like a gene panel or biomarker test) to know whether I qualify for mutation-specific trials?
  • Is my performance status or organ function likely to be an issue for trials I'm considering?
  • Would joining a trial affect my current treatment plan? Could I do both?
  • Are there trial sites you would recommend, or do you have contacts at any of the institutions listed?
  • If a trial isn't right for me now, might it be in the future, and should we revisit this?

🔬

You don't have to search alone

Clinical trial searching can feel overwhelming. This tool is designed to make it manageable, one clear step at a time. Take it at your own pace. Save results. Come back whenever you need to. And always loop in your care team before making any decisions.