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This section is written for the people who sign off on new tools: security, infosec, IT, and data privacy teams. It explains exactly what Kowalah’s two AI access points — the Claude Connector and the Kowalah Agent — can and cannot do with your data, how access is authenticated and scoped, and who processes what.

Download the security pack (PDF)

A single PDF covering everything in this section, ready to forward to your security or infosec team.

One data boundary, two access points

Both customer-facing AI surfaces connect to the same server — the Kowalah Client MCP at mcp.kowalah.com — and reach data through the same three tools, with the same limits. Their data boundary is identical.
Claude ConnectorKowalah Agent (Slack / Teams / Google Chat)
Connects toKowalah Client MCP (mcp.kowalah.com)The same Kowalah Client MCP
Authenticates asThe signed-in user, via OAuthThe same user, via a per-user token issued after they link their account
Data it can reachOnly the organizations you belong toIdentical — only the organizations that user belongs to
Tools available3 tools: 2 read, 1 createIdentical
Can it edit or delete data?NoNo
Where they differ is in what they do with the model, not what data they can reach:
  • The Connector answers questions and explores your data inside Claude.
  • The Agent actively coaches your team — it uses skills (a coach, a use-case advisor, and a workflow designer) to be a sparring partner and help design AI workflows in the flow of work.
That difference is delivered through skills, which are knowledge and instructions for the model — not extra data access. So your security team only has to evaluate one data model, and the Agent is never more privileged than a person using the Connector. For how this bears on the exfiltration question, see data flow and exfiltration.

Headline guarantees

Least privilege by design

The connector exposes three tools. Two are read-only; one creates a new opportunity. There is no capability to edit, overwrite, or delete any of your data — it does not exist in the code.

Strict tenant isolation

Every database query is filtered to your organization through a single, tested function. A user can only ever see data for organizations they are an accepted member of.

No training on your data

Anthropic does not use data sent through its commercial APIs to train its models. Your conversations and data are not used to improve any model.

Authenticated as the individual

Access is always tied to a real, authenticated user and their role. The Agent resolves identity per message, so each person only ever sees their own organization’s data.

How data flows

When someone uses the Connector or the Agent, their request is authenticated, scoped to their organization, and answered from the Kowalah database. Data is fetched on demand for that single request — nothing is bulk-copied or mirrored. The two surfaces take different routes to the same place — and importantly, a different Claude does the work in each:
Data flow diagram. Top lane: a user in Claude Desktop or claude.ai talks to their own Claude, on their own Anthropic workspace and subscription. Bottom lane: a user in Slack or Teams reaches the Kowalah Agent, which runs on Kowalah's Claude via Anthropic's API. Both lanes make tool calls, authenticated as the user, into the Kowalah Client MCP at mcp.kowalah.com, which queries the Kowalah database scoped to the user's organization and returns only that organization's permitted data.
  • Connector: it’s your Claude. The conversation happens inside your own Claude workspace, on your own subscription and your own agreement with Anthropic. Kowalah never sees the conversation — the only thing that reaches Kowalah is the tool calls arriving at the MCP server.
  • Agent: it’s Kowalah’s Claude. Messages to the Agent are processed by Kowalah’s Claude, via Anthropic’s API under Kowalah’s commercial terms — covered by the same no-training commitment and our subprocessor disclosures.
  • Either way, the same boundary. Both routes land on the same Kowalah Client MCP, which scopes every query to the user’s organization before it touches the database — and the database returns only that organization’s data, with internal fields stripped and non-client records filtered out.

What’s in this section

Data flow and exfiltration

What can and can’t move between your organization and Kowalah, why these tools exist, and how to verify it yourself.

Data and access control

Authentication, tenant isolation, role-based permissions, least privilege, and how data is handled and retained.

Chat platform security

Slack and Teams OAuth scopes explained, how the Agent is triggered (mention or DM), account linking, revocation, and admin controls.

Subprocessors and compliance

The full list of subprocessors, where data is hosted, AI model handling, and the Data Processing Agreement.

Infosec FAQ

Direct answers to the questions security teams ask most — ready to forward.
Have a question this section doesn’t cover, or a vendor security questionnaire you need completed? Talk to your Kowalah team and we’ll respond directly.