Best AI for AdvisorsWhat is a connector?
Also called: integration.
Short answer
A link between two tools that lets data or actions pass between them, such as a notetaker sending notes to your CRM.
Definition
A connector, or integration, joins two pieces of software so they can share data or trigger actions. A notetaker that posts summaries to your CRM, or an AI assistant that can read your calendar, works through a connector.
Connectors can be built by the vendors, run through a tool like Zapier, or use a standard such as MCP.
Why it matters for advisors
Every connector moves data. When a notetaker connects to your CRM, client information now lives in both places, under both vendors' terms. Your vendor review should list each connector and what it can access.
Connectors also affect records. If AI summaries flow into the CRM, the CRM copy may be the one your recordkeeping process keeps.
Connectors usually act with the permissions of the person who set them up. If an advisor connects an AI assistant to the firm's CRM with an admin account, the assistant may be able to see every client record. Use the narrowest account and scopes you can.
Example
When adding a notetaker, the firm limits its CRM connector to writing meeting notes and tasks, not reading the full client list.
Watch out for
Integrations often request broad permissions by default. Grant the narrowest access that works.
Related terms
- Model Context ProtocolAn open standard for connecting AI assistants to other software and data, so the assistant can read from or act in those systems.
- Sub-processorA third party your vendor uses to handle your data, such as the AI model provider behind a notetaker or CRM assistant.
- AI CRM featuresAI built into a client relationship manager, such as note summaries, email drafts, task suggestions or questions about client history.
- Single sign-onLogging in to many business apps with one firm-managed account, so access can be granted and removed centrally.
Learn more
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