---
title: "Claude Permissions and Guardrails: How Access Works in unLocked CRM"
description: "You decide what Claude can see and do, per record type. Here is how permissions, approvals, and data protection work."
url: https://unlockedcrm.ai/blog/claude-permissions-and-guardrails-insurance-crm
canonical: https://unlockedcrm.ai/blog/claude-permissions-and-guardrails-insurance-crm
category: "Product"
published: 2026-10-01
updated: 2026-10-01
last_updated: 2026-10-01
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/claude-permissions-and-guardrails-insurance-crm
summary: "The Claude integration uses per-record-type permissions: grant read or read-and-add access when you connect, change it any time, and reconnect."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/claude-permissions-and-guardrails-insurance-crm
source: unLocked CRM — AI CRM for insurance agents
---

# Claude Permissions and Guardrails: How Access Works in unLocked CRM

## TL;DR

The Claude integration uses per-record-type permissions: grant read or read-and-add access when you connect, change it any time, and reconnect. Activities are append-only, and customer data is never used to train AI.

Connecting an AI assistant to your CRM is a trust decision. Here is exactly how access works.

## Per-record-type permissions

When you connect Claude, you grant access per record type — leads, clients, policies, commissions, tasks, appointments, and so on. For each, you choose read-only or read-and-add. Change it any time and reconnect.

## Append-only history

Activities and communications can be logged, never edited or deleted. Your compliance trail stays intact no matter what an assistant is asked to do.

## Your data stays yours

unLocked CRM never uses customer data to train AI models. Claude only sees what your connection allows, and unLocked remains the permission-controlled system of record.

## Revocable anytime

Disconnect and the access ends. Your records stay exactly where they were — in unLocked.

[Review the Claude integration](/integrations/claude)

## FAQ

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## Related

- https://unlockedcrm.ai/blog/claude-integration-insurance-crm-announcement
- https://unlockedcrm.ai/blog/how-to-connect-claude-to-unlocked-crm

---

Source: [Claude Permissions and Guardrails: How Access Works in unLocked CRM](https://unlockedcrm.ai/blog/claude-permissions-and-guardrails-insurance-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/claude-permissions-and-guardrails-insurance-crm.