"connects to your membership system" can mean anything from importing public FAQ to accessing individual membership records

For an association evaluating customgpt.ai, the first question seems to be what information the assistant actually needs, explaining renewal policies is different from confirming whether a specific person has paid. Would you start with read-only access to a few fields, such as membership status and renewal date, or keep personal records outside the assistant and send members to an authenticated portal?

Interested in how people scope these integrations, particularly when the ams has limited api, what would you insist on seeing demonstrated before calling the connection usable?