I want to plug an AI agent straight into my CRM and ERP

Giving an agent direct access to your systems multiplies calls, dilutes security and loses track of what it does. Rosecape gives it a unified, governed and auditable layer.

An agent wired into your sources
is three problems in one.

The agent looks fine for the first few days. Then the bill climbs, access spreads and no one knows what it did.

Runaway costs

Every question triggers a cascade of calls into your source systems to explore, cross-reference, retry. More tokens consumed, more latency, bills that climb as soon as usage scales.

Diluted security

To be useful, the agent is given broad access keys to every system. Impossible to scope finely who sees what. A single compromised key exposes everything.

Scattered traceability

The agent's actions spread across several APIs and several logs. No unified view of what was queried, modified or shared — and by whom.

A layer for agents,
not an agent inside your systems.

Rosecape unifies your data and business context into a single layer. The agent no longer touches your source systems — it queries this layer, governed and traced.

A single entry point for your agents

Your sources connect to Rosecape once. The agent only sees a pre-indexed layer aligned with your business context. Fewer tokens consumed, scoped access control, every action recorded.

  • Pre-indexed unified layer: one query in one place, not a cascade of calls
  • Access scoped to role, field and row — no broadcast keys
  • Unified audit log: who asked what, when, and with which answer
  • Structured business context: the agent answers with the right entities, not a raw dump
Your source systems
CRM, ERP, accounting, files — synchronized to Rosecape, not exposed to the agent
Rosecape unified layer
Data and business context pre-indexed, queryable in a single call
Permissions and guardrails
The agent only sees what its role allows — by field, by row, by user
AI agent — minimized, traced calls
Every query, every answer and every source consulted is recorded in one log

A finance team that ships
its agent without risk.

Going from an agent wired into your sources to one anchored in the Rosecape layer, in three weeks.

Week 1

Connect the sources

We connect your systems — CRM, ERP, accounting, files — to Rosecape. Not to the agent. The data is synchronized and indexed once and for all.

Week 2

Context and permissions

The context graph structures your entities: clients, invoices, ledger entries, terms. Access roles are defined: a finance agent doesn't see HR files.

Week 3

The agent in production

The team asks: "Which clients are overdue and at risk?" — a precise, grounded answer in a single call. Every action is recorded and auditable.

Plug your AI agent into a layer, not into your sources

Contact us for a personalized demonstration and discover how the Rosecape platform can transform your business.