What a connector does

You'll finish with: You understand what access you are handing over.

Up to now Claude only sees what you paste or what's in your folders. A connector plugs it into the tools your business actually runs on.

What it can reach once connected

📊XeroInvoices, bills, reports — read-only

👤HubSpotDeals and contacts

📧EmailInbox and drafts

📅CalendarBookings and availability

Real access to real systems. Treat it that way.

Plain English

Connecting is like adding a staff member to your Xero account. Same question applies — what should they be allowed to see, and what should they be allowed to change? The comparison is closer than it sounds: Claude inherits your access to the tool. If your login can't see something, the connector can't either.

Two halves, very different risk

Reading — looking at your invoices, contacts, calendar. Low risk, high value immediately.
Writing — creating an invoice, emailing a contact, moving a deal. This is where money and reputation live.

Check which halves your connector actually has before you plan anything. They differ a lot. Some are read-only and cannot change a thing no matter what you ask — Xero is one, which surprises people. Others can write the moment you connect them. Every connector lets you review its tools under Customize → Connectors and block the ones you don't want; almost nobody looks. The next two chapters are the order that keeps you out of trouble.

Do this now

List the tools you open most days — accounting, CRM, email, calendar.
Rank them by how often you look something up versus change something.
The top one is where you start, reading only. That's the next chapter.

Before you move on

You've picked one tool, and you can say what you'd ask it in week one.

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