For product teams

Ship AI features on your customers’ data.

Bring your customers’ systems into your AI product without building and maintaining the access infrastructure for every integration. Use MarcoPolo for connectivity, task-specific controls, and audit under each customer user’s authority.

The challenge

Customer data access can become a product of its own.

Every customer brings different systems, credentials, and access requirements. Your AI feature needs those boundaries enforced as it chooses what to query or do next. Rebuilding connections, inline controls, and audit for each integration takes engineering time away from the feature.

Keep engineering focused on your product

Build the customer experience and agent behavior. Use the SDK and API for access to approved customer systems, with credentials and request enforcement handled in MarcoPolo.

secure connectivitylive
Caller · your product's AI
your appjo@customer
customer-approved connection
MarcoPolo runtime

Connects to your customers' systems

data stays in place
Salesforcesales_read
Snowflakeanalytics_ro
Postgresapp_read
Jiraissues_read

Reuse the integration across customers

Use the same application integration pattern with each customer’s approved connections. Keep customer data, source credentials, and end-user grants separate as you onboard additional customers.

access controllive
Request · your product for jo@customeranswer from my account data
evaluated on this request
MarcoPolo runtime · policy
  • End userjo@customer · signed inallow
  • Tenantcustomer · own records onlyallow
  • Other tenantsany other customer's datadeny
only what the task needs
acts on behalf of each end userenforced

Give customers evidence they can review

Tie access to the customer user and task. Use the activity record to explain which systems the feature reached, what it accessed, and which operations it performed.

auditabilitylive
productyour append userjo@customertenantcustomeroperationreadoutcomeallowed
tenant.accessoem

Every request attributable to the end user it served

req#a91cactivity history · export
Embedding and customer onboarding

Your product experience. Each customer’s access boundaries.

Establish the customer’s connections and end-user authority before the feature requests data. Reuse the integration while configuring access for each customer.

  1. Approve the customer’s connections

    The customer’s administrator or authorized user provisions source connections and approves who may use them. Confirm source permissions and deployment requirements with that customer.

  2. Map the signed-in user to authorized access

    Your application integrates authentication and delegated access so requests run as the correct customer user. Use only connections owned by or granted to that identity.

  3. Call through the SDK or API

    Your product supplies the feature’s task scope and sends data requests through MarcoPolo. Inline controls further restrict the user’s access, and the activity record stays tied to that authority.

Who owns what

A clear integration boundary.

Your product team
Customer experience, agent behavior, and the authenticated user’s mapping into the integration.
Your customer
Source connections, credentials, access grants, and deployment requirements.
MarcoPolo
Protected credential use, task-specific access enforcement, and records of data operations.

Keep each customer’s connections and user grants separate. A shared application integration does not imply shared customer access.

01 / Product

Answer a customer’s question from their own data.

The task

“Which of our orders shipped late this month, and why?”
Under whose authority
An operations manager at your customer, within their own company’s data.
Connected systems
Customer’s ERP + order database

The feature answers from the customer’s own data. Other customers’ connections are not granted to this user, and record changes stay outside the task’s scope.

  1. Secure connectivity

    Your product’s agent reads order and shipment records through connections approved for this customer user. The customer’s source credentials stay in MarcoPolo, outside model context.

  2. Access control

    The application maps the signed-in user to their delegated identity. Only that identity’s approved customer connections are available, and the feature’s task policy limits each request to reads within existing source permissions.

    Allowed
    Read order, shipment, and delay records for the user’s own company.
    Blocked
    Read another customer’s data; change orders or shipment records.
  3. Auditability

    Record what the agent accessed, for which task, and under the customer user’s authority, so your team and the customer’s security team can review the feature’s access.

Deployment & integration

Fits in your environment.

Architecture, security controls, and deployment documentation to support your security review.

Your cloud

Deploy in your own cloud or on premises, in the region you choose, to meet your data residency, security, and compliance requirements.

Your identity provider

Connect your enterprise identity provider for single sign-on. Keep identity and application access managed through your existing IT controls.

Your policy and governance framework

Keep source permissions in the systems that own them, including Snowflake and Databricks. Configure additional task restrictions in MarcoPolo; they can narrow access but cannot expand those permissions.

Your logging and SIEM

Bring agent activity into your logging and SIEM tools through OpenTelemetry. Trace identity, connection, action, and outcome alongside your existing operational records.

Security brief and compliance documentation on request · Trust & security →

Plan your embedded integration.

Start with an SDK or API integration for your AI feature. For an OEM partnership, work with us to define deployment, onboarding, operations, and support responsibilities.