Approvals and permissions

There are two separate safety layers. Knowing the difference makes everything quicker.

Layer 1: Claude asks before using Gridly

The first times you use Gridly, Claude shows a box: “Claude wants to use … from Gridly” with Allow once or Always allow. This is Claude's own safety feature. It applies to every connector, not just Gridly.

• Allow once approves that single use.
• Always allow remembers your choice for that tool.

A quicker setup for read-only questions

Questions that only read your shop (sales, stock, customers) can't change anything. To stop being asked every time:

1. Open claude.ai/customize/connectors and click Gridly.
2. Under Tool permissions, find Read-only tools and change Needs approval to Always allow.
3. Leave the tools that change things on Needs approval.

Layer 2: Gridly's own preview and approval

Separately, Gridly shows a preview of any change and waits for your yes, as explained here. This always applies, whatever you set in Claude.

“Use caution before running this prompt”

When you open a ready-made question from our recipes, Claude and ChatGPT may show a caution note. They do this for every pre-filled message from any website. Check that the question is the one you chose and press send.