AI connected to the systems you already run: CRM, accounting, scheduling, email
An agent is only as useful as what it can see and do. We connect models to your existing systems through their APIs and, where the tools support it, the Model Context Protocol, so an agent can look up a customer, create an invoice or book an appointment through the same rules a person would.
What we build
- Connectors to the CRM, accounting, scheduling, email and document systems you use today
- MCP servers that expose your systems to any capable model with permissions you set
- Permission boundaries per action: read, draft, or write with approval
- Logs of every call an agent makes into your systems
What you keep
- Each connector documented with its permissions and its failure behaviour
- Credentials stored on your side, never ours
- A test harness so a future change to a system does not silently break the agent
Where it shows up
- Trades and home services
- The scheduling system, the accounting package and the phone system speaking to one agent
- Professional services
- Practice management, document storage and email connected under the firm's own access rules
- Churches and nonprofits
- The church management system, the giving platform and the calendar connected without another login to manage
Guardrails
We treat an agent that can act as a production system, because it is one. Every agent we deploy has these four things.
- Defined task boundaries
An agent does the job it was built for and nothing adjacent. The boundary is written down before it runs.
- An audit log
Every action the agent took, with what it saw and what it decided, in a log you can read.
- A human approval step
Anything that touches money or customer records waits for a person to say yes.
- A rollback path
If it goes wrong, there is a known way back, tested before launch, not improvised after.
Related work
Custom internal tools
Internal tools and line-of-business apps, built on infrastructure you own
Learn moreCustomer-facing agents
Inbound messages answered with your real order and account context, and the edge cases handed to a person
Learn moreBack-office automation
The repeatable work done without a person retyping it
Learn more