---
title: "Setting Claude Code API Key Permissions For An Insurance CRM"
description: "How to scope, store, and revoke the unLocked API key Claude Code uses, so scripts only touch what they need."
url: https://unlockedcrm.ai/blog/claude-code-api-key-permissions-insurance-crm
canonical: https://unlockedcrm.ai/blog/claude-code-api-key-permissions-insurance-crm
category: "Product"
published: 2026-10-27
updated: 2026-10-27
last_updated: 2026-10-27
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/claude-code-api-key-permissions-insurance-crm
summary: "Give Claude Code a dedicated, scoped unLocked API key per project, keep it in an environment variable, start read-only, and revoke it when the project ends."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/claude-code-api-key-permissions-insurance-crm
source: unLocked CRM — AI CRM for insurance agents
---

# Setting Claude Code API Key Permissions For An Insurance CRM

## TL;DR

Give Claude Code a dedicated, scoped unLocked API key per project, keep it in an environment variable, start read-only, and revoke it when the project ends.

## Key data points

- unLocked CRM API keys used by Claude Code are scoped and revocable, and should never be pasted into a prompt.

A coding agent can run many actions quickly, so the key matters more than the prompt.

## Rules That Keep Scripts Safe

1. **One key per project.** Revoking one never breaks another.
2. **Start read-only.** Add write access only after the output is correct.
3. **Keep the key out of the prompt.** Store it in an environment variable or secret manager.
4. **Confirm before writes.** Have scripts print planned changes and wait for approval.
5. **Revoke when done.** Retire keys for finished projects.

## What The Key Cannot Bypass

Plan access, supported actions, and the permissions on the key still apply. Activity history is append-only, so a script cannot rewrite the contact timeline. Customer data is never used to train AI.

[Set up Claude Code](/integrations/claude-code)

## FAQ

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## Related

- https://unlockedcrm.ai/blog/claude-code-vs-zapier-insurance-crm-automations
- https://unlockedcrm.ai/blog/how-to-connect-claude-code-to-unlocked-crm

---

Source: [Setting Claude Code API Key Permissions For An Insurance CRM](https://unlockedcrm.ai/blog/claude-code-api-key-permissions-insurance-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/claude-code-api-key-permissions-insurance-crm.