Question 1

What is Cervio?

Accepted Answer

Cervio is an Enterprise Content Management (ECM) platform where documents and business data, the information assets at the heart of every company, live together in one organized, traceable and governed place for your team and for AI. In practice: Entity model: : documents are linked to structured records, not scattered across folders Granular permissions: : you decide who sees what, down to the individual field Open to people and AI: : interface, REST API and native MCP server More than an archive, it's the foundation you build processes, apps and automations on, with the same governance from day one.

Question 2

What's the difference between Cervio and SharePoint?

Accepted Answer

SharePoint answers 'where do I save the file'. Cervio answers 'what that file contains, who can see it and how AI uses it too'. It manages data and documents together, not just folders of files. Organization · Folders and sites · Data and documents over entities, fields, relationships Versioning · Limited or manual · Native on records and files Permissions · Often at folder level · On entities, records and individual fields (RBAC, ABAC, RLS) AI · Hard-to-govern access · MCP server with inherited permissions Audit · Partial · Traceability on every operation If the problem is 'the file exists but no one knows which folder it's in', Cervio gives a fixed address and clear rules that apply to everyone: people, integrations and AI agents.

Question 3

Does Cervio replace my current document management system (DMS)?

Accepted Answer

It could, but that's usually not the point: Cervio's strength is integration, not replacement. You can keep the systems you use today and use them better, leveraging Cervio's capabilities to expand what they can do. What it adds on top of what you already have: Custom interfaces: : build the app or the view you need on top of your data Governed AI access: : agents work on documents via MCP, with permissions applied Permissions and audit trail: : the same governance across everything, people and AI Evolving schema: : the data model grows without blocking migrations If you already have a DMS or a document management system, we start from your real scenario and see where Cervio gives you the most value, without throwing away what works.

Question 4

Who is Cervio for?

Accepted Answer

Cervio is designed for structured companies that manage a lot of documents and data and feel the limits of their current tools. It's for you if you recognize one of these situations: You look for a document you know exists, but it ends up buried across emails, drives and folders IT would like to bring AI to documents, but not without clear governance Legal needs serious audit and permissions, hard to get with SharePoint or shared folders You build internal apps and you're tired of rebuilding permissions and traceability from scratch every time In short: IT, Legal and operational teams that want a single foundation for documents and data, valid for people and for AI.

Question 5

Does Cervio replace my management software or ERP?

Accepted Answer

No. Cervio isn't built to replace your systems, but to strengthen them and expand what they can do. Your systems:  (ERP, management software): remain the source of transactional data Cervio: : adds the layer where documents and structured data live with permissions and audit trail Integration: : via API, webhooks and MCP server The idea is to build on top of what you already have, giving your tools new capabilities (custom interfaces, governed AI access, traceability) without having to throw them out.

Question 6

Can I customize the Cervio interface?

Accepted Answer

Yes, and you choose how much to customize, without ever losing governance. How you customize it: Low-code configuration: : views, forms and labels set by the administrator Typed in-shell plugins: : extensions inside the Cervio interface Your own interface via API and MCP: : with the APIs, the MCP server and vibecoding tools you build the app or the view you need on top of your data The advantage is that permissions and traceability stay applied to your custom interface too: you securely build the application you need, without having to standardize everything each time and without worrying about data confidentiality.

Question 7

Is Cervio just a document archive?

Accepted Answer

No. Cervio stores and versions documents, but above all it's a platform where data and documents converge in a single governed place. What it includes Structured data and documents together Granular permissions and audit trail REST API and native MCP server How you use it With the included interfaces (low-code views and forms) Or by building apps and automations on top, headless via API Governance isn't an afterthought: it's built in from day one.

Question 8

Is Cervio a low-code platform? Do I have to use its interfaces, or can I build custom ones?

Accepted Answer

Cervio is built as a low-code platform: forms, views and layouts are configured from the admin area, without writing code. But you're not required to use them. You can build fully custom interfaces on top of the same data. The choice is yours. Included interfaces (low-code) Forms and views:  configurable for each entity Layouts and labels:  adaptable to your process Ready to use:  for most operational cases Custom interfaces Plugins:  inside the Cervio interface Tailored apps:  via REST API and MCP server Headless: : Cervio as the data engine, the interface is yours How to choose All low-code, if you want to start right away without development All custom, if you have a team that wants a dedicated experience A mix of the two, if some processes stay standard and others need a tailored interface Either way permissions and traceability stay the same: governance doesn't change, only how you present the data to people.

Question 9

Can I export, open and reuse my data? Is there lock-in?

Accepted Answer

Yes. Besides the export procedure in the admin area, you can always access your data via REST API too: no lock-in, either way. What it is A tool that creates a compressed file (ZIP) with all your organization's data: the information entered, the change history, the documents and the list of users and permissions. In practice, a complete and orderly copy of your data. You'll find it in the admin area: choose what to include, Cervio prepares the package and then you download it. What it's for To always have your data in hand: for a backup, to move it to another system, or when you need it for legal or end-of-contract reasons. And via API? You can also read and sync records and documents through the REST APIs, with the same permissions applied in the interface. It's useful for continuous integrations, automations or targeted exports, without waiting for the ZIP package. Can I open and reuse the data? Yes. The data is in standard, open formats: CSV tables, which open with common programs like Excel, and JSON files, a format designed to be easily reused by other software. Documents stay in their original format (PDF, Word, images). An initial index explaining the content is included. This also makes the package suitable for legal data-portability requirements.

Question 10

Where is the data hosted? Is Cervio GDPR-compliant?

Accepted Answer

Data is hosted in the European Union by default, and GDPR compliance is part of the architecture, not an add-on. EU hosting by default GDPR by design: permissions, audit trail and DPA available The same governance even when AI agents access via MCP Granular permissions and traceability already operational

Question 11

Can AI agents access my documents securely?

Accepted Answer

Yes, as long as they go through the same rules as people. For AI there are no shortcuts or privileged access. How it works: Agents connect via the MCP server (Cursor, Claude and other MCP clients) They inherit RBAC, ABAC and Row-Level Security on every single request They see only what permissions allow Cervio doesn't sell AI in a box: it opens your documents to the agents you choose, in a governed and traceable way.

Question 12

What kind of permissions does Cervio offer?

Accepted Answer

Cervio offers granular permissions down to the individual record and field, with the same rules valid for everyone and no exceptions. The model RBAC: : hierarchical roles and groups ABAC: : rules based on attributes and context Row-Level Security: : filters applied at the database level, down to the field Who goes through permissions Interface users API calls AI agents via MCP Every access is tracked, and there's no 'admin bypass' reserved for agents.

Question 13

Does Cervio track who modifies documents?

Accepted Answer

Yes. Every operation in Cervio leaves a verifiable trail, so you don't have to reconstruct the history by hand when IT or Legal ask for accountability. Tracked today Advanced access logs per user Document versions Operations on records: who, what, when It's the basis for responding to audits and Legal requests without digging through emails.

Question 14

Does Cervio provide legally compliant digital preservation?

Accepted Answer

Cervio is not an accredited preservation provider, so it doesn't perform legally compliant digital preservation directly, but it integrates with the preservation systems you use. Cervio handles: : storage, versioning and audit trail of documents Legally compliant preservation: : stays with the accredited provider, connected via integration If you have a specific preservation case to cover (invoices, tax documents), we can discuss it and see how to integrate it into your flow.

Question 15

Does Cervio have an MCP server?

Accepted Answer

Yes, Cervio has a native MCP server, available today. It's the recommended way to connect AI agents to business data without bypassing governance. What it exposes Documents and records Permissions, inherited on every request What it connects to Cursor, Claude and other MCP clients What it guarantees RBAC, ABAC and RLS applied exactly as for a human user If you're not familiar with the protocol: MCP (Model Context Protocol) is the standard by which AI agents securely connect to external tools and data.

Question 16

What can I do with Cervio's APIs?

Accepted Answer

The REST APIs cover the entire platform: everything you see in the app is also accessible via API. Operations Read and write records, documents and permissions Automate flows and integrations Typical integrations ERP, CRM, BI, low-code tools Automations Webhooks and events to external systems Headless use Build your own interface on top of Cervio: permissions and audit trail stay built in

Question 17

How does Cervio integrate with other systems?

Accepted Answer

Cervio connects to your existing stack without asking you to throw anything away, and every call still goes through its permissions. Channels REST API: complete, versioned surface Webhooks and events: real-time automations MCP server: AI agents with permissions applied Compatible tools n8n, Make, Zapier and others for complex flows Cursor, Claude and others for development and agents ERP, CRM, DMS and other systems via API

Question 18

How do I get started with Cervio? Is there a free trial?

Accepted Answer

You start from a guided demo on your real use case, with us or with one of our partners. Cervio is not a self-service tool with instant sign-up. The path You tell us how you manage data and documents today With us or a partner, you see what's already ready for your scenario You receive a tailored quote What to expect A clear picture of the features on the roadmap No surprises after signing Book a demo: it's the fastest way to understand whether Cervio is the right foundation for your company.

Question 19

What support do you offer during onboarding and afterwards?

Accepted Answer

We support you from onboarding onward with direct, hands-on guidance, not just an anonymous ticket. Cervio is a platform configured for your case. During onboarding Setup of entities, permissions and first integrations Hands-on help with document migration Ongoing Technical support via a dedicated channel Data-schema evolution without blocking migrations We define the details during the quote, based on the size of the project.

Frequently asked questions

Product & platform

Security & compliance

AI, API & integrations

Onboarding

Frequently asked questions

Product & platform

Security & compliance

AI, API & integrations

Onboarding