Four packages.
One for every team.
Each package is one plugin your Claude owner installs once. Inside it: a hosted server that reads your live data, skills that teach Claude your rules, and shortcuts for the jobs your team runs every week.
Tools that pull your live data, on your own instance 13 tools
Playbooks that teach Claude your rules, formats and definitions 4 skills
Shortcuts for the jobs your team runs every week 4 commands
Claude already connects to your tools. We make it understand your business.
Claude has official connectors for QuickBooks, Xero, HubSpot, Salesforce, Gmail and Microsoft 365, and our packages use them where they help. Here is what a package adds on top.
| Feature | Connector | Package |
|---|---|---|
| Reads your live data | Yes | Yes |
| Your definitionsYour margin, your stages, your KPIs | No | Yes |
| Joined answersOne answer from several systems at once | No | Yes |
| Systems with no connectorHelp desks, SOP libraries, in-house tools | No | Yes |
| GuardrailsRoles, approvals and an audit trail | No | Yes |
One shared core. Same security, whichever you choose.
In every package · 8 includedBetter together. Answers that cross teams, and one onboarding instead of four.
Account briefs include open support tickets and unpaid invoices.
Finance sees refunds and credits issued by support.
Marketing sees which campaigns produced closed deals.
Support knows if a customer is a key account before replying.
From first call to rollout. Then tuned to how you really work.
Discovery
Map systems, users and definitions.
Access & config
Sign-ins, field mapping, KPIs, stages.
Build
Tools, skills and commands tuned to you.
Pilot
Two or three users for a week.
Rollout
Install, then a team training session.
Tune-up
Two weeks in, adjust from real usage.
You'll need
The retainer covers
Half up front, half on completion, then a monthly retainer. Every package is quoted after a free call.