Secure AI connectivity

Connect AI to your data and systems through one secure, auditable layer.

AI assistants, agents, and applications use Onterix to read data and take action across your company's systems. Onterix checks who is asking, limits what they can see and change, and records what happened.

Connect your first system See how Onterix works

Where Onterix fits

One connection layer between AI and your company.

Instead of building a separate path from every AI tool to every internal system, connect both sides through Onterix. Onterix applies the right controls before data is returned or an action is taken.

AI toolsAI assistantsAutonomous agentsApplications and workflows

Onterix

Connection + control layer

Check identity and permissions
Filter or transform data
Limit actions
Record results

Connected systemsCompany knowledgeBusiness systemsDatabases and filesModels and internal APIs

Composes withIdentityDLPKMSSecretsSIEM

Explore connectors See deployment options

What you can do

Use AI to complete work across your systems.

Onterix connects the knowledge, decisions, and system actions behind recurring work—so people and agents can complete it consistently.

Revenue

Prepare a renewal

Systems: CRM · support · contracts · email
Useful result: Cited brief · approved CRM update · reviewed follow-up

See the workflow

Customer

Resolve an issue across systems

Systems: Support · account data · messaging
Useful result: Permitted case context · account correction · response delivered

See the workflow

Legal + procurement

Move a vendor through review

Systems: Contracts · procurement · identity · finance
Useful result: Cited case file · decision routing · approved system updates

See the workflow

Security

Complete a questionnaire from approved evidence

Systems: Knowledge · evidence · ticketing · files
Useful result: Approved answers · restricted fields removed · delivery recorded

See the workflow

Make successful work reusable

Discover repeated work. Turn it into a reusable workflow.

Onterix identifies recurring patterns across the systems and run history you choose, then creates a cited workflow draft with the context, tools, data controls, approvals, and result checks mapped. Your team tests and publishes it for people and agents to reuse.

Connected evidence

Renewal activity

CRM: Renewal changes
Support: Escalation patterns
Contracts: Review handoffs
Run history: Successful outcomes

Pattern detected37

matching renewal handoffs across three systems

Review-ready workflow draft

Renewal handoff · v0.1

Sources: CRM · support · contracts
Method: Brief · review · update · follow-up
Controls: Release rules · exact changes · approval
Result test: CRM confirmed · email accepted

Draft · ready for team review

People and agents

Run the same workflow with current controls every time.

A person using Codex, an autonomous agent, or an application can use the same workflow. Onterix checks current permissions, releases only allowed data, limits the action, and records the result on every run.

Example · customer renewal · v3.2

One customer renewal. Three distinct callers.

Request

Maya Chen · person

Interface: Codex MCP
Trigger: On demand

“Prepare the Acme renewal, advance the opportunity, and send the reviewed follow-up.”

01
Permissions checked
Maya Chen · current Salesforce permissionsChecked for this request
02
Data released
4 of 5 fields released
- Private note withheld
- Contact tokenized
- Call notes summarized
03
Action allowed
Stage 2 → 3 · reviewed emailLimited to this request
04
Result confirmed
CRM confirmed · email acceptedSystem response retained

Before data reaches AI

Control what AI receives—not just what it can access.

Onterix evaluates the requester, destination, and policy before returning data. Built-in controls, your DLP, and custom transformations can remove, tokenize, minimize, summarize, or transform fields so each caller receives only the data it may use.

Data retrieved

5 fields

Account: Acme Manufacturing
Treatment: keep
Renewal: Sep 30 · $1.2M
Treatment: keep
Contact email: [email protected]
Treatment: tokenize
Internal risk note: Executive escalation watch
Treatment: remove
Support severity: High
Treatment: keep

ONTERIX RUNTIMEData release control

Release check

Before release

Requester: Maya Chen · person
Recipient: Maya Chen · Codex session
Purpose: Renewal brief

Source access: Current
Custom transform: v12
Destination rules: v8

Release decisionTransform1 removed · 1 tokenized

Data released

4 fields

Account: Acme Manufacturing
Treatment: release
Renewal: Sep 30 · $1.2M
Treatment: release
Contact: contact_7A2F
Treatment: release
Support severity: High
Treatment: release

Before and after an action

Limit each action. Verify the result.

Define exactly which records, fields, values, recipients, and destinations may change. When approval is required, it applies only to that request. Onterix keeps the downstream confirmation as evidence.

Exact change contract