A connection is useful when the people using it know what it reads and what to check, so we train them as the connection is made.
When Claude can read from a document management system, a CRM, an ERP or an HR platform, the work gets better and the questions get sharper. PRESWERX works with your IT and security leads on connectors, including MCP, shaped for your review: what each connection reads, which permissions apply and who approves it.
We also train the people who will use them. Staff learn what the connection lets Claude see, how to phrase a request, how to check an answer against the source and what to do when a record looks wrong.
IT keeps control of access, departments gain a better tool and everyone understands what is connected.
We list what each system holds and what a connection would read, and your security team decides.
We connect one system and test it with a department's own questions.
The department learns what the connection shows, how to check answers and whom to ask.
The chief revenue officer of a consulting group connects the CRM for account teams, who learn to check each summary against the record.
The general counsel and CIO of a law firm connect document management for one practice group, with matter permissions reviewed first.
The vice president of people and the IT director of a university connect a limited HR view, and HR staff are trained on what it can show.
The CIO of a health system connects the ticketing system for the support team, who learn to review each suggested reply.
Your IT and security team. We lay out the choices and the permissions, and they approve.
Document management, CRM, ERP, HR and ticketing systems, among others, as your IT lead approves.
Permissions are reviewed first so Claude reaches only what the user may already see.
What the connection reads, how to ask, how to check an answer against the source and when to stop and ask.
Reading comes first. Anything that writes back is a separate decision your leaders and IT make.
One system and one department first. Others follow after IT and the department review how it went.