Control what AI agents can access across your business systems

Every AI request gets checked against your permissions and policies before it can touch your CRM, ERP, or other data.

How the work actually flows

A straight line. A person has to approve before it continues.

Pattern: Sequence (1)

flowchart TD trig>"AI agent requests access"]:::trig s0["check request against permissions"]:::task s1["Claude decides required tools"]:::svc s2["apply data protection rules"]:::task s3["route approved request and log"]:::svc trig --> s0 s0 --> s1 s1 --> s2 hg(("automated policy check")):::human s2 --> hg hg -->|"approved"| s3 hg -. "sent back" .-> s2 out[/"approved audited AI system access"/]:::out pay{{"reduced compliance risk from AI agents"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA personResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsEmail AutomationSpreadsheet & Database OpsAPI & Webhook IntegrationDevOps & IT Operations
Connects
Anthropic ClaudeGoogle Sheets

The problem it solves

As you connect more AI tools to your business systems, you lose track of who or what can actually see sensitive data like customer records or financials. Without a way to check permissions and log every request, you're exposed to mistakes and compliance risk you can't easily catch.

Who it fits

Mid-size or enterprise businesses running multiple AI agents that need access to CRM, ERP, or other core systems.

How it works

  1. Triggers when an AI agent requests access to a business tool or piece of data
  2. Checks the request against role-based permissions and business policies
  3. Claude reviews the context and decides which tools the request actually needs
  4. Applies data protection rules and blocks anything outside the request's scope
  5. Routes the approved request to the right system and logs the whole exchange for audit
What you get

AI requests that never touch data they shouldn't

You get every AI agent request checked against your permissions and policies before it can reach your CRM, ERP, or other systems.

What you get

An approved, policy-checked response for the AI agent, plus a full audit log of the request.

What you need

An Anthropic API key, a Google Sheets account for policy storage, and access to the business systems you want to connect.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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