Industry: financial services
How can a financial services firm connect internal systems to Claude?
Most of the systems a financial services firm runs on are proprietary, on-prem, or heavily modified, so they are not in Claude's connector directory. We build and maintain custom MCP connectors for your exact stack, with scoped access, inherited permissions, and human-in-the-loop confirmation on sensitive writes.
How can a financial services firm connect internal systems to Claude?
A financial services firm connects internal systems to Claude with custom MCP connectors, small servers that expose each system's data and actions to Claude over the Model Context Protocol. Because proprietary and on-prem platforms are not in Claude's connector directory, each connector is built for your exact system, with read access and scoped, gated writes.
Firms run on a mix of systems that rarely have an off-the-shelf Claude connector: a proprietary portfolio or loan-origination platform, an internal database of client and account records, a modified or in-house CRM, an on-prem core or back-office application, and SaaS tools for documents and payments. We build a separate connector for each system you want Claude to reach, and we scope every one of them to the permissions of the user who is signed in.
Key takeaways
- Each connector authenticates as the individual user and inherits that user's permissions, so Claude never has more access than the person using it.
- Read access and routine create or update actions flow freely; deleting, sending, and moving money are gated behind a human-in-the-loop confirmation.
- On-prem and proprietary systems stay inside your network, reached through IP allowlisting, a tunnel, or a small in-network component scoped to what Claude needs.
- We build and host the connectors and maintain them as your systems' schemas, APIs, and auth change.
How do you keep access scoped to each user?
Access stays scoped to each user because the connector authenticates as that user's own account, using OAuth where the system supports it or a scoped key or token where it does not. It inherits the account's existing roles and entitlements, so Claude can never read or write anything the signed-in person could not already reach.
The role and entitlement boundaries you already enforce in each source system carry straight through to the connector. An advisor who can only see their own book of accounts will only see that book through Claude. An operations user with read-only access to a ledger keeps read-only access. We do not create a privileged service account that quietly outranks your controls.
How do you handle sensitive write actions?
Sensitive write actions are handled with a human-in-the-loop confirmation step. Routine create and update work flows inside a conversation a user starts, while anything destructive or outbound, such as deleting a record, sending a document for signature, or moving funds, pauses for a person to review and approve before the connector runs it.
We separate the safe-by-default actions from the ones that need a second set of eyes during scoping, with your team deciding where each line sits. Claude can draft a client note, update an account field, or assemble a document package on its own, but it stops and asks before it deletes anything, sends anything outside the firm, or touches a payment.
What about proprietary and on-prem systems behind a firewall?
Proprietary and on-prem systems behind a firewall can still connect to Claude. We build the connector to reach them through IP allowlisting, a secured tunnel, or a small component running inside your network, scoped only to the endpoints Claude needs. We work with your IT and security teams so access stays tight and auditable.
A core banking system, a loan-origination platform, or an internal records database often lives on infrastructure the public internet cannot reach. That is expected. The connector runs where your system lives, never copies data somewhere it should not be, and is built so that what it can touch is auditable by your team.
How do we build the connectors for your firm?
We build the connectors for your firm in three steps: scope each system and the read and write actions you need, build and host a custom MCP server with separated read and write tools, then connect it in Claude under your controls. Your team runs no server, because that is the part we own and maintain.
Scope each system
We map the systems you want Claude to reach, the entities inside them, and the exact read and write actions each team needs. We separate routine create and update work from anything that moves money or leaves the firm.
Build and host the connectors
We build and host custom MCP servers with separated read and write tools, OAuth where the system supports it, and scoped permissions matched to each user's account. On-prem systems stay inside your network.
Connect under your controls
Your team adds the connectors in Claude and works day to day. We maintain them as schemas, APIs, and auth change, so they keep working without surprise breakage in production.
Which connectors do financial services firms start with?
Most firms begin with the systems where their client, account, and document work lives. Each of these connectors is built and scoped the same way, with inherited permissions and gated writes.
- Give Claude scoped read-write access to an internal database of client and account records so it can look up and update the system of record your firm built in-house.
- Connect a custom or heavily modified CRM so Claude can read and update contacts, households, and pipeline without leaving your existing CRM of record.
- Reach an on-prem application behind your firewall, such as a core or back-office platform that the public internet cannot see.
- Wire up DocuSign for agreements and disclosures, where assembling and routing an envelope is routine but actually sending it for signature stays gated behind a confirmation.
- Connect Stripe for billing and payment records, where Claude can read and reconcile records while anything that moves money waits for a person to approve it.
Frequently asked questions
How can a financial services firm connect internal systems to Claude?
Will Claude get more access than our staff already have?
How do you keep writes safe in a regulated environment?
Our core systems are on-prem and not on the public internet. Can they connect?
Do you give investment or compliance advice as part of this?
Tell us what your firm runs on. We'll build the connectors.
Book a 30-minute scoping call. We'll map your proprietary, on-prem, and SaaS systems, the actions each team needs, and where writes should stay gated.