MasterOS
Learning path for applying AI at work
M8

Connect AI to business systems

5 lessons · ~23 min

Estimated reading time.

Overview

Choose needed data, define tool permissions, check results and handle failures. Understand MCP's role and assemble evidence for a pilot decision.

  1. 1
    When does AI need a system connection?
    ~5 min
    Distinguish reference material, reusable instructions, system data and permission to take action.
  2. 2
    Let AI look up information from your systems
    ~5 min
    Retrieve the information needed for work, check access and prevent data changes or transactions.
  3. 3
    Define what a connected tool may do
    ~5 min
    Specify the purpose, identity, input, output, limits, and evidence required for one system connection.
  4. 4
    Check before AI sends information or changes data
    ~4 min
    Define approval, retain action evidence and handle failures without duplicate sends or updates.
  5. 5
    Check a connection before running a pilot
    ~4 min
    Combine M8 evidence to decide whether to pilot, revise or retain manual handling.