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Giving AI full access to your business data is risky. Giving it no access makes it useless.
So I built a small server that sits in the middle. Claude can search and read my agency records, but it cannot change anything on its own. Every change needs a human to approve it first, and every answer shows which record it came from.
I use it every day with Claude Code.
If you want AI to work with your own systems safely, I can build the same for you.
I'd bind each approval to the proposed field changes and the record version it was reviewed against. If someone edits an agency record while a change is waiting, does your server require a fresh approval before applying the proposal to the newer data?
Good question Kapil. Every approval is made against exactly what the reviewer saw, and that rule sits at the center of how the server works.
Showing which record each answer came from is underrated. That's what makes people trust the output.
Exactly Adeen. When people can see where an answer came from, they stop second guessing it and start using it.
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