Automation
Workflow Automation
Quotes, invoices, follow-ups, onboarding and reporting, done in the background the same way every time.
See workflow automationIntegration
AI integration and MCP, connected to the tools you run on
AI is only as useful as the information it can reach. We connect it to your email, CRM, calendars, documents and accounting so it answers from your real data instead of guessing.
What it covers
What we build for you
CRM and email
Your assistant can look up a client, read the latest thread and log what happened, with the right permissions.
Calendars and documents
Check availability, find the right contract or price sheet and draft replies that quote it correctly.
Accounting
Read invoices, payments and balances to answer questions and prepare summaries without exporting spreadsheets.
Custom MCP servers
For in-house systems and databases, we build MCP servers that expose exactly what the AI may read and do.
What MCP is, in plain English
The Model Context Protocol is an open standard that lets AI assistants such as Claude and ChatGPT connect to outside tools and data through one consistent interface. Instead of a one-off bridge for every app, an MCP server describes what the AI is allowed to read and which actions it may take. You control those permissions.
For a business, that means one assistant your team can ask about clients, schedules, documents and numbers, with each connection scoped and logged.
- Least access needed for each connection
- Read-only wherever possible
- Every action logged
- Keys kept in accounts you own
Where it fits
Common starting points
Professional services
An assistant that knows every client file and deadline.
Real estate and property
Listings, documents and showings in one place your team can ask.
Construction
Job costs, schedules and supplier quotes pulled together on request.
Clinics
Scheduling and admin lookups kept separate from clinical records.
How it works
How we set it up
- 01 · SCOPE
Scope
We list the systems involved, the questions your team asks every day and the actions the AI should and should not take.
- 02 · CONNECT
Connect
We build or configure the MCP servers and integrations, with permissions reviewed by you before anything goes live.
- 03 · SUPPORT
Support
We document every connection, monitor usage and update integrations when your tools change.
Do I need MCP, or just an integration?
If you want an assistant your team talks to that can look things up and take actions across several tools, MCP is the clean way to do it. For a single fixed workflow, a direct integration is often simpler. We tell you which during the audit.
Which AI models do you work with?
We build with leading models, including Claude and ChatGPT, and choose per project based on the task, cost and data requirements.
Where does my data go?
Connections are scoped to what the job needs and run in accounts you own wherever possible. We document every connection and its access before launch.
Related
Often paired with
Agents
AI Agents & Assistants
Agents that answer calls and chats, qualify leads, book appointments and pass the conversation to your team when a person is needed.
See AI agentsStrategy
AI Strategy & Training
Audits, roadmaps, AI use policies and hands-on training, so your team knows how to use what we build.
See AI strategy and trainingGet started
Let's put AI to work.
Call, message or book your free audit. We reply the same day, usually within hours.