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Team playbooks

Setting a single team up with governed access, in the order you would actually do it, using the systems that team already runs.

12 min read

Notion MCP access for Claude, per person

Set up Notion MCP access for Claude so each person reaches only the pages they can already open, with write tools blocked for read-only roles.

Roopendra Talekar

10 min read

OneDrive MCP access for ChatGPT, per person

OneDrive MCP access for ChatGPT, per person: each employee connects their own Microsoft account, so ChatGPT reads only what that person can open.

Pranasri Marripudi

12 min read

Salesforce MCP access for Claude, per rep

Give each rep Salesforce MCP access for Claude under their own login, block the delete tools, and cut access off cleanly when they leave.

Nachi Raman

5 min read

How to use ChatGPT with Buildium (or Claude)

Use ChatGPT with Buildium to ask who hasn't paid rent, which repairs are open and whose lease ends next month. What you need, and the setup.

Uday Gajavalli

5 min read

How to use ChatGPT with LeadPerfection (or Claude)

Use ChatGPT with LeadPerfection to ask how many leads came in, where next week is short and which reps are open. What you need, and the setup.

Uday Gajavalli

8 min read

Connect Snowflake to Claude for access and warehouse admin

To connect Snowflake to Claude for access reviews, decide whose Snowflake user the call acts as, allow only the read tools, then keep the audit row.

Nachi Raman

7 min read

ServiceNow MCP server access, role by role

A ServiceNow MCP server rollout for IT: which tools each role may call, how a restriction blocks the risky ones, and what the audit log records.

Pranasri Marripudi

7 min read

Connect Ashby to ChatGPT for recruiters

Connect Ashby to ChatGPT for recruiters with two restriction rules that hold the role to reads, plus the audit query that proves nothing was changed.

Pranasri Marripudi

6 min read

Connect Linear to Claude for our product team

To connect Linear to Claude for our product team, govern Linear's own MCP server: per-person sign-in, a block rule, review for new tools.

Nachi Raman

8 min read

Looker MCP access for Claude: a read-only rollout

Looker MCP access for Claude, set up read-only: one connection per person, a block rule on the analysts' role, and the audit query that proves it.

Nachi Raman

7 min read

Microsoft Teams MCP access for ChatGPT: a playbook

Microsoft Teams MCP access for ChatGPT: pick the route, set restrictions on the Microsoft apps around it, then prove them in the audit log.

Pranasri Marripudi

6 min read

Linear MCP server for our engineering team

A Linear MCP server for our engineering team changes whose account each call runs as, which tools stay on, and what the audit log keeps.

Roopendra Talekar

6 min read

Outreach MCP access for sales team in Cursor

Outreach MCP access for sales team work in Cursor: allow sequence reads, block bulk enrollment and mailbox sends, and freeze the sequence owner.

Roopendra Talekar

7 min read

Greenhouse MCP access for Claude: the recruiting setup

Greenhouse MCP access for Claude: catalog first, three restrictions on the recruiting role, then the audit query that proves them.

Roopendra Talekar

7 min read

Slack MCP access for ChatGPT: a safe company rollout

Two restrictions, one guard you do not configure, and one audit query: Slack MCP access for ChatGPT, rolled out company-wide.

Nachi Raman

8 min read

GitHub MCP server for a company with SSO

A GitHub MCP server for a company with SSO has two sign-ins to settle: your identity provider, and whose GitHub account the tool call actually runs as.

Raajshekhar Rajan

7 min read

Zoho CRM MCP server for our sales team: two paths

A Zoho CRM MCP server for our sales team can mean two different things. Here is what changes underneath, and what a rep sees in ChatGPT or Claude.

Uday Gajavalli

7 min read

Google Sheets MCP access for Claude, team-wide

Google Sheets MCP access for Claude, team-wide: each person signs in with their own Google account, and two block rules keep Drive reads from writes.

Raajshekhar Rajan

6 min read

Notion MCP access for ChatGPT, without private pages

Set up Notion MCP access for ChatGPT so private pages stay private: per-person connections, two restrictions, one locked argument, one audit query.

Raajshekhar Rajan

8 min read

Stripe MCP access for finance team: what to block

Stripe MCP access for finance team work in ChatGPT: reads on charges and invoices, refunds blocked by a restriction rather than an OAuth scope.

Raajshekhar Rajan

6 min read

Okta MCP server for IT admins: the mechanic

An Okta MCP server for IT admins changes who a call runs as and what one tool can do, not what your directory holds. Here is the mechanic.

Raajshekhar Rajan

7 min read

Connect Datadog to Claude for our SRE team

Connect Datadog to Claude for our SRE team: Datadog runs the MCP server, Elaichi handles sign-in and access, and three restrictions keep reads read-only.

Pranasri Marripudi

6 min read

Connect Jamf to Claude for device management

How to connect Jamf to Claude for device management, the two restrictions that stop an account escalation, and the audit filter that proves both held.

Raajshekhar Rajan

7 min read

Connect Jira to ChatGPT for our product team

Two routes to connect Jira to ChatGPT for our product team, the three restrictions that stop an assistant changing issues, and the audit query to prove it.

Pranasri Marripudi

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  • ChatGPT
  • Claude
  • Cursor
  • Microsoft Copilot