Anthropic & Claude
Connect Claude tool use to a sales workflow
Design one traceable and testable CRM update with clear authorization, validation and an audit trail.
Who executes the action?
With client-side Claude tools, the model returns a structured request, your application executes it and sends back the result. CRM access remains your responsibility. Tool descriptions do not replace authorization checks.
Start with a narrow write
Begin by adding a call summary to an existing record. Check that the employee may access it, restrict writable fields and return an operation ID and timestamp. The assistant should confirm the actual result rather than assume success.
Handle failures explicitly
After a timeout, check whether the write happened before retrying. Do not automatically switch to a stronger account after an authorization failure. Test deleted records and other customers’ records, and provide an understandable handoff.
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