Data Safety

Your data stays yours. Here's exactly how.

Every client asks “is my data safe?” This page explains how our agents access data, what protections exist, and why it's actually safer than most AI tools on the market.

How It Works

The agent only sees what you allow. Nothing more.

1

We set read-only permissions

The agent connects to your platform (Google, Microsoft, etc.) through their API with scoped permissions. If it only needs customer records, it gets customer records. Nothing else.

2

Your platform enforces the rules

The same way Zapier connects to your Google Sheets. The permissions are enforced by Google, Microsoft, or whatever platform you use. It's their security doing the work.

3

The agent can't write, delete, or modify

Read-only means read-only. The agent can search and retrieve information. It physically cannot change anything in your database. There is no "oops" scenario.

How we compare

AI tool with plugins

Data flows through third-party connectors you don't control

Copy-paste into a chatbot

Data stored on provider servers, potentially used for training

Our AI agents

Read-only access. Scoped to specific fields. You set the boundaries.

Most AI tools require broad access to function. Our agents work with the minimum permissions needed for the job.

How We Connect

Pre-built connectors vs custom integrations.

AI platforms offer pre-built connectors (MCPs) that let the AI talk directly to your tools. These are convenient for general use. For sensitive data, we build custom integrations instead.

Pre-built connector (MCP)

Data flows through the AI provider
Not covered by healthcare BAAs
You can't control what data the AI sees

Fine for general use. Not for PHI or sensitive data.

Custom integration (what we build)

Agent reads from your platform's API directly
Each connection independently covered by BAA
Your platform and the AI provider never communicate
You control exactly which fields the agent sees

Built for healthcare and other regulated environments.

NOT COVERED BY BAAYour DataGoogle Sheets, Gmail, etc.AI Provider's Built-in ConnectorData flows through the AI provider's infrastructureThird-party data flows are NOT covered by BAAClaude / OpenAIProcesses your dataYour data passes through an uncovered path.The connector is not part of the BAA. Compliance gap.Compliance gap

Regulated Industries

Healthcare, legal, and finance each have specific compliance requirements.

We build compliant agent systems for all three. The technical safeguards are the same (read-only access, zero data retention, custom integrations). The regulatory frameworks differ.

We walk through your industry's specific requirements during the AI Readiness Assessment, including BAA setup for healthcare, ABA compliance for legal, and FINRA/SEC requirements for finance.

Have questions about data safety?

We'll walk through your specific requirements and design the right architecture for your industry.

Schedule a call