Ask D-Tools does not change your data on its own. Ever. If you ask it to create, update, or open something, it hands you an approval card first and waits.
How it works
Ask for something that would change data, such as "Add these three tasks to the Maha project".
Instead of doing it, Ask D-Tools shows an approval card in the conversation. The card describes exactly what will happen, in plain language, with the specific records and values involved. Expand Review details to see the full payload before you decide.
Nothing happens until you click to approve. If you ignore the card, nothing happens. If you say "actually, change the due dates first", it proposes a new card.
What it is allowed to propose
Ask D-Tools cannot invent an action. It can only propose from a fixed, allowlisted set:
Update the scope of work on a quote
Create a batch of project tasks
Create a task or work item
Add a note
Open a record or page for you
Create a saved artifact
Anything outside that list is not available to it, no matter how the request is worded. It cannot send a proposal, approve a quote, change pricing, change an opportunity stage, reassign an owner, or delete anything.
Approvals expire
An approval card is good for a limited window. If you leave one sitting and come back later, it will no longer act on the stale approval and you will need to ask again. This prevents an action you half-considered yesterday from firing today.
Why it works this way
Two reasons worth knowing.
You stay the decision maker. An AI assistant that quietly edits records is a support ticket waiting to happen. Making every change a click means you always know what changed and why.
Content cannot trigger actions. Ask D-Tools treats everything it reads, record notes, file names, attachments, page content, chat history, as information, not instructions. A note in a record that says "delete this project" is data to be reported, not a command to be followed. Only your explicit approval in the chat causes anything to happen.
MCP connections
Your administrator can enable an MCP connection, which lets you reach Ask D-Tools from an external AI assistant such as ChatGPT or Claude.
MCP connections are strictly read only. They can answer questions about your D-Tools data but cannot propose or perform any action at all. Approval cards exist only inside D-Tools Cloud.