Approvals and Always allow

Claude asks for your approval before a connector changes anything. Sambandh labels each tool honestly, so you see a prompt only where it matters.

What asks and what doesn’t

• Read tools (find contacts, get contact details, list follow-ups, list deals, daily briefing) only look, so Claude can run them without asking.
• Tools that add (create contact, log interaction, add follow-up, create deal, complete follow-up) ask by default. They never overwrite anything, so they’re safe to set to Always allow.
• Tools that change or delete (update contact, update deal, reschedule follow-up, delete record) ask every time.

Set the everyday tools to Always allow

Logging a call is usually one prompt: Log interaction saves the note and its follow-up, and creates the person if they’re new. When Claude shows the prompt for Create contact, Log interaction or Add follow-up, choose Always allow. After that, the everyday flow runs without stopping.

In Claude Code, allow the read and add tools by name instead (10 tools, from mcp__sambandh__find_contacts to mcp__sambandh__complete_followup; the full list is on Connect Claude Code). Don’t allow mcp__sambandh__*: that also skips the prompt for edits and deletes.

“Which Priya?”

When a name matches more than one person, or only roughly matches, a write saves nothing. Sambandh returns the candidates (name, company, last contacted) and Claude asks you which one. Pick one and Claude repeats the call with that person’s id.

Creating a contact works the same way: if the email is already in your CRM you get the existing contact back, and if the name matches someone you get possible duplicates instead of a second copy.

Mistakes

Every change Claude makes shows in the dashboard’s activity feed with Undo. Deleted contacts can be restored for 30 days; deleted deals and follow-ups come back with Undo. See Export, delete and disconnect.