CRM, ERP, email, documents, databases, internal APIs and workflows.
AI integrations for business
Connect AI to your internal systems without giving it unrestricted access.
AI can only use your CRM, ERP, email, documents, and databases safely when it works through tightly scoped tools, a clear identity, and rules you can test.
Who the agent acts as, which data and tools it can access, what it may do, how long it may run, how often it may retry, and how much it may spend.
Typical and edge cases, approvals, action logs, recovery and failure behaviour.
Integration method
Use the simplest interface that does the job reliably.
Not every integration needs a custom MCP server. We choose the method according to the required data and actions, existing infrastructure and the number of clients that will use it.
Supported connector
When a platform already has a connector for the system, fields, authentication, and actions you need, it can reduce custom code. We still verify what it covers and how it is maintained.
API and webhook
A purpose-built API tool exposes a narrow function with explicit input and output. A webhook can start processing after an event, while the API performs the controlled read or write.
MCP server
MCP is useful when several compatible agent hosts need to discover and reuse the same governed catalogue of tools or resources. The protocol alone does not make the underlying system secure.
Workflow
Keep predictable multi-step transfers and checks in a rule-based workflow. We add a model only where variable content must be understood or an approved action selected.
Identity and permissions
An agent gets only what it needs for one job.
Access is designed into the process from the start. Every tool has an owner, a defined scope, and expected behaviour when permission is missing.
- A dedicated service identity for a clearly limited background process, or delegated user access when an action must run on behalf of an employee.
- Least privilege, restricted to the appropriate records, functions and environment.
- Separate tools and, where practical, credentials for reading and writing.
- Low-risk retrieval may run automatically, while a sensitive write, send or deletion waits for explicit approval.
- Secrets stay out of model prompts and logs and are stored and rotated according to the organisation's policy.
Reliability
Every important action has evidence and a safe exit.
An integration is not finished when its first call succeeds. We define what happens after a duplicate, timeout, partial success, unavailable dependency or ambiguous input.
Approval
Policy determines which actions an agent may execute, may only propose, or must hand off to a person.
Logs
Record the tool, identity, input, result, time and decision while protecting sensitive data appropriately.
Idempotency
Request keys and state checks keep a retry from creating the same order, message or update twice.
Recovery
Limited retries, an action that reverses or offsets a partial change, or a manual-review queue return the process to a known state.
Data and providers
The model and platform are assessed before production access.
Processing location is only one item. We assess the entire data path and the actual contract, account, model, connector and remote MCP server settings.
- Which data goes to the model, connector or remote tool, and whether it can be reduced to the necessary minimum.
- Where data is processed and stored, how long it is retained and whether it is used for training under the selected service and settings.
- Which subprocessors, regions, models and hosting options the provider offers for the required use case.
- Which contractual, security and regulatory obligations the organisation must confirm before processing.
- Whether access can be revoked, logs exported, the provider changed and the process stopped safely without losing business state.
Related topics
Turn the integration into a useful process.
Frequently asked questions
What to know before connecting your first system.
Is MCP required to connect an AI agent?
No. A direct API tool or an existing connector is often simpler for one narrow integration. MCP becomes more useful when several compatible clients need to share the same governed tool catalogue.
Can an agent write to CRM or ERP immediately?
It can if the system permits it, but an initial pilot usually separates reads from writes. Sensitive changes remain a draft or wait for human approval until tests confirm the expected behaviour.
How do you prevent duplicate writes after a failure?
State-changing operations need a unique request identifier, a check of existing state, and a limited number of retries. When the outcome is unknown, the process stops for review instead of retrying blindly.
How do you choose a model or platform provider?
We assess the required task, quality, available integrations, identity controls, data processing location and terms, security controls, operational effort and total cost. The model name alone is not enough.
First step
Tell us which system you want to connect, what data the agent needs, and what it should do.
Send the system name, whether an API or connector exists, what the agent needs to read, what it may change, and who should approve a sensitive action.