AI integration services.

AI is only as useful as what it can see and change. We connect models to the systems where your records live, with the narrowest access that works, and write down who keeps each connection alive.

Service6 min readUpdated 19 October 2026

Short answer

AI integration connects AI models to the systems where your work and records live, such as Xero, Microsoft 365, a CRM or a job management system, so AI can read the right data and write results back with the right permissions. Levy Street integrates AI for New Zealand organisations through APIs, MCP servers and event hooks, and documents who maintains each connection after launch.

  • Integration decides what AI can read, what it can change, and under whose identity.
  • Write access starts as drafts or staging records, behind human approval.
  • Every connection has a named maintainer for API changes, credentials and schema drift.
  • Data can be stored in New Zealand; AI model processing still happens offshore.

What AI integration covers

AI integration is the work of giving an AI system the access it needs, and no more, to the software your organisation already runs. It covers four things: read paths (what the model can see, such as invoices, emails or job notes), write paths (what it can change, such as drafts, notes or staging records), identity (whose permissions it acts under), and events (what triggers it, such as a new email or a changed record). It is not dropping a chat widget onto a website. Many stalled AI pilots are not short of model quality; they cannot reach the data that matters.

Who it suits

  • You use AI tools that cannot see your data. Staff copy and paste between ChatGPT or Copilot and your systems all day.
  • You are building an AI system and need it wired into accounting, CRM, documents or job management. See custom AI development.
  • You have several AI tools and no control. Each vendor connected itself to your Microsoft 365 or Google Workspace with broad permissions, and nobody has reviewed them.
  • Your core system is old. Valuable data sits in an on-premises database or file share with no modern API.

Systems of record and how we connect to them

System type Common in NZ Typical access pattern AI usually reads AI may write, with approval
Accounting Xero, MYOB REST API with OAuth app registration Invoices, bills, contacts, payments Draft bills and invoices, contact notes
Email and documents Microsoft 365, SharePoint, Google Workspace Microsoft Graph or Google APIs, delegated or app permissions Mailboxes, files, calendars Draft replies, file tags, folders
CRM HubSpot, Salesforce, Pipedrive API plus webhooks Contacts, deals, activity Notes, tasks, field updates
Field service and jobs ServiceM8, Simpro API Jobs, schedules, customer history Draft jobs, job notes
Inventory and commerce Cin7, Shopify, WooCommerce API plus webhooks Stock, orders, products Product descriptions, order notes
Helpdesk Zendesk, Intercom API plus webhooks Tickets, macros, help articles Draft replies, tags, routing
Legacy and on-premises SQL databases, file shares Read replica, scheduled export or outbound connector Tables, documents Staging tables only

Our integration guides cover the native AI features and API options for each system, starting with Xero and Microsoft 365.

Access patterns: which to use when

  • App permissions with a service identity. For background systems that act on behalf of the organisation. Scope to specific record types and log every call.
  • Delegated permissions. For assistants that act on behalf of a person. The AI inherits that person’s access, so a search never returns documents the user could not open.
  • MCP servers. When several AI clients or agents need the same tools. Our guide to MCP for business systems explains the trade-offs.
  • Events over polling. Webhooks react within seconds and avoid rate limits; polling is the fallback when a vendor offers no events.
  • Outbound connectors for legacy. A small agent inside your network that dials out, so no inbound ports are opened.
  • Never: shared admin logins, personal staff credentials or screen scraping, unless there is truly no alternative and the risk is accepted in writing.

Who maintains what after launch

Responsibility What it involves Typical owner
API version changes Tracking vendor deprecations and updating calls Technical owner
Credentials and tokens Rotation, expiry alerts, revoking on staff changes IT provider or technical owner
Schema drift New fields, renamed categories, changed workflows in the source system Technical owner with the system admin
Permission reviews Confirming scopes are still the minimum needed, at least twice a year Business owner and IT
Model updates Rerunning evaluations when the AI model or prompts change Technical owner
Incidents Pausing writes, investigating, notifying where required Named on-call person

What you receive

Integration design
Each connection’s read and write scope, identity, trigger and failure behaviour.
Connectors
API clients, MCP servers or outbound connectors, with retries, rate limiting and logging.
Staging and approval
Where AI writes land before a person approves them.
Monitoring
Failure, volume and latency alerts for every connection.
Maintenance register
The table above, filled in with names.

How it runs

  1. Discover: inventory. List the systems involved, their APIs, existing app connections and who administers each.
  2. Prove: read first. Build read-only connections and confirm the AI gets the right data with the right permissions on real records.
  3. Prove: write to staging. Add write paths that create drafts or staging records only, and test with the people who will approve them.
  4. Scale: harden and hand over. Monitoring, credential rotation, documentation and the maintenance register signed off by owners.

What drives the cost

The drivers are the number of systems, the quality of their APIs, authentication complexity, whether you need write-back, legacy connectors, volume against vendor rate limits, and monitoring. A clean cloud API with good documentation is quick; an on-premises database behind a firewall is not. We scope each connection before pricing. See what custom AI projects cost and estimate the payoff with the AI ROI calculator.

Systems we have connected

  • The Property Management Agent for APL Property is an internal AI agent for a regional NZ property firm that works across email, records and orders, handling triage and follow-up with staff keeping the decisions.
  • freshOps is commercial cleaning operations software from FreshOps Group in Australia. Levy Street worked on the platform.
  • SPAWN D is Levy Street’s open-source, invite-only, pre-alpha control plane for running CLI coding agents on machines you own from a browser or phone. Its daemon dials out rather than opening inbound ports, the same pattern we use for on-premises connectors.

When not to integrate

  • The vendor’s own AI already does it. If a feature built into Xero, Microsoft 365 or your helpdesk covers the need, use it.
  • No API and no stable export. Screen scraping breaks on every vendor update.
  • The process is about to change. Integrating a system you are replacing next year is rarely worth it.

New Zealand specifics

  • Older systems are common. In MYOB’s April 2026 mid-market research, reported by IT Brief, only 36% of NZ mid-sized businesses said they run a modern cloud-based ERP, so many integrations need legacy patterns.
  • Data location. Microsoft’s New Zealand North Azure region and the AWS New Zealand region let integration data be stored in Auckland. Model processing is still offshore: the closest option is Amazon Bedrock’s AU profile, which keeps Claude processing within Australia and New Zealand.
  • Privacy. Under the Privacy Act 2020, a provider that only processes data for you leaves you fully responsible for it. Integration scopes are reviewed against the 14 information privacy principles, especially security (IPP 5) and retention (IPP 9).

Sources

  1. New Zealand mid-sized firms lag on AI readiness, MYOB finds, IT Brief Australia, 2026-04-27
  2. Azure regions list, Microsoft Learn, accessed 2026-10-19
  3. Now open: AWS Asia Pacific (New Zealand) Region, AWS News Blog, 2025-09-01
  4. Run generative AI inference with Amazon Bedrock in Asia Pacific (New Zealand), AWS, 2026-03-26
  5. Working with third-party providers, Office of the Privacy Commissioner, 2024-11-26
  6. Privacy Act 2020, New Zealand Legislation, version as at 1 October 2026

Written by the Levy Street team in Wellington. Last updated 19 October 2026.

Questions people ask

Can AI connect to Xero or MYOB?

Yes. Both offer APIs that an AI system can use to read invoices, bills, contacts and payments, and to create new transactions. We connect through a dedicated app registration with the narrowest scopes the task needs. Anything that changes the ledger starts as a draft for a person to approve, because reversing posted transactions is slow and error-prone.

What is MCP and do we need it?

The Model Context Protocol is an open standard for exposing tools and data to AI models in a consistent way. It is useful when several AI clients or agents need the same capabilities, such as searching your document store or looking up a customer. For a single, fixed integration a direct API call is often simpler. We choose per case.

Is it safe to give AI write access to our systems?

It can be, with limits. Write access should go to a dedicated service identity, be scoped to specific record types, start with drafts or a staging area, and be logged. Irreversible actions such as payments, deletions or sending to customers stay behind human approval until there is a track record. Content the AI reads is treated as untrusted.

What happens when a software vendor changes its API?

Integrations break quietly if nobody is watching. We monitor each connection for failures and unusual volumes, pin API versions where vendors allow it, and record vendor deprecation notices in the runbook. Whoever owns maintenance, your team, your IT provider or Levy Street, gets alerts and has a tested procedure for updating the connection.

Our main system runs on-premises. Can it still be integrated?

Usually, through a read replica of the database, a scheduled export, or a small connector that runs inside your network and sends data out over an encrypted outbound connection. These patterns avoid opening your network to inbound traffic. They are slower and need more maintenance than a cloud API, which is worth knowing when you plan a system upgrade.

Have something to build?

Tell us about the workflow. We will map where AI can change speed, margin or decision quality, and what it would take to run it in production.