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Module 6 · Lesson 6.5 · 12 min

Choosing Trustworthy Connectors

Assess the risk of any connector before it touches company data, and decide what it may read, draft or change.

Module 6
Connecting Your Tools

Give your AI department safe access to where your business lives

Bruno Ashford
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The problem
If you copy data into the chat and paste answers back out, you are the slowest part of your own AI.
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6.1 Plain English

MCP is a standard plug

Each tool publishes a panel of buttons. Claude can only press those.

  • Server: the tool's panel of actions
  • Tools: read, search, draft, update, send
  • You decide which buttons need approval
  • Nothing happens outside the panel
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Two routes in

How a connection arrives

  1. 1claude.ai connectorsAdd in account settings, appear in Claude Code
  2. 2claude mcp addTerminal command with the vendor's URL
  3. 3/mcpCheck status, sign in, see tools
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Scope

Who gets the connection

ScopeWhoUse it for
localYou, this projectDefault, testing, client data
projectTeam via .mcp.jsonApproved shared tools
userYou, all projectsPersonal utilities
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6.2 Email, calendar, docs

Read, draft, then you send

The rule for the whole module.

  • Stage 1: read-only triage
  • Stage 2: drafts in your email client
  • Sending stays human
  • Deny rule on send tools
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6.3 CRM and spreadsheets

Preview, approve, write

Every change appears as a table before it is saved.

  • Health report first, read-only
  • Record, field, old, new, reason
  • Approve by row number
  • Log every change
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Roofing CRM cleanup (illustrative case)

What a read-only report found

1,140open deals before
612inactive 60+ days
318open deals after
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6.4 Web research

Research you can repeat monthly

Public web for facts, your browser for signed-in work.

  • Link on every fact
  • claude --chrome for signed-in sites
  • Save to dated files
  • Spot-check three sources
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6.5 The uncomfortable part
Connecting a tool hands a stranger's software a key to part of your business. Check the key first.
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Bruno Ashford · Module 610 / 13
Risk check

Five questions before any connector

  1. 1Who built it?Vendor, known project or anonymous
  2. 2What data?Clients, money, health, legal
  3. 3Can it write?Send, change, delete
  4. 4Where are secrets?Env variables, never shared files
  5. 5How do we exit?Remove and revoke
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Project

Two systems, one workflow

CRM leads become email drafts. Nothing sends itself.

  • Score both connectors
  • Connect at local scope
  • Block send and delete
  • Measure minutes before and after
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Recap
Connect what earns its place, read before you write, and keep the send button in human hands.
Bruno Ashford
Bruno Ashford · Module 613 / 13
01 / 13

Use ← → to move. The marker highlights text and the pencil draws on the slide; navigation locks while you annotate. Undo removes the last mark, Esc exits.

1Prefer the official source

First choice: a connector listed in your claude.ai settings or an MCP server published by the vendor itself on its own domain. Second choice: a well-known open-source server with an active maintainer. Avoid anonymous servers that ask for broad access to client data.

2Score it with the checklist

Use the Connector Risk Assessment Checklist from this module's materials. It asks who built it, what data it touches, whether it can write or send, where credentials are stored, and how you would switch it off. Anything scoring high risk needs a second person to approve.

3Ask Claude to do the first pass of due diligence

Claude can read the vendor's documentation, the permissions list and the tools the server exposes, and summarise the risk for you. You still make the decision.

Prompt for Claude
I am considering connecting the MCP server at [URL or package name]. Research it: who publishes it, whether it is official from the vendor, what tools it exposes, which of those can write, send or delete, what data it can access, and how authentication works. Then fill in the Connector Risk Assessment Checklist in materials/06-connector-risk-assessment-checklist.md and give me a recommendation: connect, connect read-only, or do not connect.
4Keep tokens out of shared files

If a server needs an API key, never paste it into a .mcp.json file that goes to the team or into version control. The project configuration supports environment variable references such as ${API_KEY}, so the secret stays on each person's machine.

5Know how to disconnect

Every connector needs an exit. Remove a terminal-added server with the remove command, and disable claude.ai connectors in your account settings or toggle them in /mcp. Also revoke the access token inside the vendor's own admin panel.

Terminal
claude mcp remove hubspot

Here is the uncomfortable part. When you connect a tool, you are handing a stranger's software a key to part of your business. Some MCP servers are built and maintained by the vendor you already trust. Others are weekend projects on a code-sharing site with three stars and no maintainer.

There is a second risk that surprises owners: prompt injection. If a connector reads outside content, like emails from strangers or web pages, that content can contain hidden instructions aimed at your agent. The official Claude Code documentation is explicit: only connect servers you trust, and be careful with servers that fetch external content.

Key points

  • Official vendor servers and claude.ai connectors come first.
  • Prompt injection is real: content from strangers can carry instructions.
  • Score every connector before connecting; high risk needs two approvers.
  • Secrets stay in environment variables, never in shared config.
  • Every connector needs a documented way to switch it off.

Avoid

  • Installing a server because it has an impressive README.
  • Giving write access when the use case only needs to read.
  • Pasting API keys into files that get shared or committed.
  • Removing the server from Claude Code but leaving the token active in the vendor account.
Real-world example: an e-commerce store

A Shopify store owner found an unofficial MCP server that promised 'full store automation' and wanted admin access. The checklist flagged it immediately: anonymous author, write access to orders and refunds, token stored in plain text. She chose the platform's official route instead, connected read-only for reporting, and kept refunds as a human task. The whole assessment took 20 minutes and avoided handing refund power to unknown code.

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