Security architecture
The Trust Center publishes architecture diagrams that show how user prompts, document content, and responses flow between the Office add-ins, Claude, and your infrastructure. Review the diagram that matches your deployment mode before rollout.- Anthropic first-party: users sign in with their Claude accounts and requests go directly to Claude. See the first-party architecture overview.
- Third-party platforms: requests route through Amazon Bedrock, Google Cloud Vertex AI, Azure AI Foundry, or an LLM gateway. The companion third-party architecture diagram is listed alongside the first-party one in the Trust Center resources; filter for “Claude for Excel, PowerPoint, Word”. Use Claude for M365 with third-party platforms has per-mode request-flow diagrams for the LLM gateway and Bedrock, Vertex AI, or Foundry direct paths, plus deployment guidance.
Audit and observability
Forward Claude for M365 activity to your existing observability stack with a custom OpenTelemetry collector endpoint. When a custom collector is configured, spans are exported unfiltered to that endpoint and include the full audit trail: session identifiers, surface, tool inputs and outputs, prompt content, and document references. Treat the endpoint as containing prompt and document content when scoping access controls and retention. Only spans sent to Anthropic’s own collector are allowlist-filtered to strip sensitive attributes; that path is bypassed entirely when a custom endpoint is set. The add-in exports its telemetry from each user’s browser: the taskpane athttps://pivot.claude.ai posts directly to the custom collector
endpoint, so every export is a cross-origin request and the endpoint
must support CORS. The endpoint must answer the OPTIONS preflight
with Access-Control-Allow-Origin covering https://pivot.claude.ai
and Access-Control-Allow-Headers covering Content-Type plus any
headers you configure for the export, such as Authorization. It must
also return the same Access-Control-Allow-Origin header on the POST
response. The CORS requirements for an LLM gateway
describe the same browser behavior in more detail.
Managed OTLP ingest endpoints such as Grafana Cloud are designed for
server-to-server export and generally do not answer browser CORS
preflights, so the browser blocks the export before it sends any
authentication header. Point the collector endpoint at an OpenTelemetry
Collector that you run, configure the cors block on its OTLP HTTP
receiver, and have the collector forward to your backend. The collector
makes the authenticated call to your backend, so no credential needs to
appear in the export headers, which reach every signed-in user’s
browser.
See Configure a custom OpenTelemetry collector for Claude for M365
for the manifest parameters and endpoint requirements.
The usage analytics and spend tracking sections below apply when users
sign in with their Claude accounts directly. When connecting through a
third-party platform such as Amazon Bedrock, Google Cloud Vertex AI,
Azure AI Foundry, or an LLM gateway, usage and spend are tracked through
your cloud provider’s billing console and your gateway’s logging instead.