In addition to the knowledge base from documents and verified company knowledge, it may be useful or necessary—depending on the application—to connect additional data sources. This includes the additional implementation of databases, business systems, and other data interfaces, for example via modern integration standards such as MCP.
The background is simple: Not everything an AI is supposed to answer or do is found in documents. Many important pieces of information are “alive” and constantly changing—such as prices, inventory levels, customer status, transaction data, tickets, delivery dates, master data, or project information. For the AI to work reliably here, it needs controlled access to these systems.
What happens in this step?
In this step, it is jointly determined which external systems should be connected and for what purpose. These can be classic databases (e.g., SQL databases), internal APIs, ERP/CRM systems, DMS, ticket or helpdesk systems, product databases, knowledge systems, or specialized platforms.
Suitable interfaces are then implemented and secured. Depending on the system landscape, this can be done via direct database access, REST APIs, middleware, events—or via standardized connector approaches such as MCP. The goal is always that the AI does not retrieve data “somehow,” but via clearly defined, tested, and controllable paths.
It is important that the AI does not get blanket access to “everything.” It is precisely defined which data fields, tables, endpoints, or functions may be used, for which roles this applies, and under what conditions queries are allowed. Additionally, it can be defined whether the AI may only read data or whether it can also trigger actions—for example, creating a ticket, pre-filling an offer, or initiating a workflow. If write access is allowed, additional control mechanisms and approvals are usually built in.
Why this step is so important
Without connected live data, AI is often limited to static information. This is often completely sufficient for explanations, processes, guidelines, or product knowledge—but not for tasks that require current statuses or need to actively use systems.
The connection of additional databases and interfaces ensures that the AI does not guess or work with outdated information. Instead, it can retrieve current, reliable data and combine it with verified company knowledge. This makes answers more precise, processes faster, and tasks more automatable.
At the same time, this step is crucial for clean governance: Instead of “somehow access,” there are defined data paths, traceable permissions, clear boundaries, and controllable results.
What you get out of it
By integrating additional data sources, your AI becomes significantly more powerful in everyday use. It can not only explain, but also provide concrete support because it can work with current data.
Examples include the automated answering of status questions (“Where is process X?”), preparing offers with live prices and suitable conditions, retrieving product or spare part information from master data, creating or updating tickets, or context-specific support in customer service with a view to the specific customer case.
In short:
With additional databases and data interfaces, a knowledge-based AI becomes a system that can also work securely and in a controlled manner with dynamic company data—precisely where it brings the greatest benefit in everyday life.
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