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Anthropic: integration design guide

Plan an assistant workflow around Anthropic messages and tools. Decide what context to share, which actions need review and how to check the result.

Design the boundary

Separate the model conversation from external tool permissions. Decide which component owns tool execution and how an approval is returned to it.

Keep access and responsibilities clear

A model-specific example is useful design context; it does not establish that a GoCux workspace exposes that provider as a customer-selectable route.

Test a small path first

  • Choose one known input and write down the expected output.
  • Check authentication, cancellation and an unavailable-service response before widening the task.
  • Keep an auditable distinction between data retrieval, generated suggestions and external changes.

A practical starting point

Connect an external system deliberately. These steps describe the GoCux workflow and its permission boundaries.

  1. Inspect the integrations actually listed in your workspace. Identify the data source, the account that owns it, and the operation you need before granting access.
  2. Use the narrowest available permission and keep credentials inside the supported connection flow. An integration article does not mean a connector is installed or authorized.
  3. Test a read operation with a small, known record. Review its scope and output before allowing a workflow to make an external change.

What to verify

Confirm both authorization and the observed result. A successful sign-in is not evidence that every advertised connector operation works.

Open the relevant workspace

Bring this workflow into your workspace.

Set the scope. Review the evidence. Approve the steps that need it.

Open the workspace

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