Claude for business: your whole stack inside one Claude window

• Ask across every system at onceOne question reads the CRM, the inbox, the accounts and the files, and answers from the record as it stands this minute.
• Draft and send from the threadReplies, client updates and proposals written from the live record, in your voice, sent from your own inbox.
• Reports without the exportFigures pulled from the source, charted and summarised, in the time it takes to ask the question.
• Book, log and file as you goCalls booked, notes logged, deals moved, documents filed. Said once, done properly, in the right system.
• Standing jobs, on a clockThe Monday pipeline review, the daily inbox triage, the month-end pack. Set once, delivered every time without being asked.
• Your accounts, your loginsEvery connection runs through your own credentials, scoped to what it needs. Read only until you decide otherwise.

• You type“Where are we with this client, and draft a reply to their last email”

  It doesReads the CRM, the accounts and the thread. The reply is waiting in your drafts, in your voice, with the numbers right.

• You type“Compare last month to the three before it and tell us what changed”

  It doesPulls the figures from the source, charts them and writes the summary. No export, no spreadsheet.

• You type“What did we agree about out-of-hours cover, and where is it written”

  It doesSearches Drive, Notion and Slack, quotes the line and links the document it came from.

• You type“Draft this week’s update for every active client from their project records”

  It doesOne sentence, every update, each built from its own records and ready to send.

• Customer records updated automatically after every sales call
• Invoices created and posted from simple chat commands
• Emails sorted and drafted based on customer context
• Weekly performance reports generated and emailed to directors
• Calendar events scheduled with background notes attached
• Client documents summarised and saved to correct folders
• Unpaid accounts flagged and reminder emails drafted
• New leads assigned and welcome emails sent instantly
• Contract details extracted and logged into central database
• Supplier orders tracked with stock level warnings raised
• Staff leave requests processed and calendar updated smoothly
• Meeting action items extracted into tracked task lists
• Expense receipts scanned and matched to bank transactions
• Support queries categorised with suggested replies drafted

Illustrations of the tools in use, drawn for this page for an example business, Marlow & Finch. Every figure in them is an example, not a client's data, and any person in them is generated. Tap a picture to open it full size.

Is this just ChatGPT with our documents uploaded?

No. Uploading a document gives a model a snapshot of what you pasted. This connects Claude to the live systems, so it reads the record as it stands this minute and writes back to it: asking about an invoice queries the accounts, and “log that call” creates the record.

What is MCP, in plain terms?

An open standard for connecting a model to tools and data. Before it, every connection was a bespoke integration, which is why they were expensive and why they broke. With it, wiring in a system is closer to installing a driver, and because the standard is open, nothing we build is locked to one supplier.

Can it change things, or only read them?

Both, and the split is yours to set per system. A first build reads everything and writes nothing, and writing is opened where it is obviously useful, when you say so. Anything irreversible or financial keeps an explicit confirmation step permanently.

Do our team need to be technical?

No. The interface is a conversation, which is the one interface nobody needs training on. We show your team what it can reach and how to ask well, and that takes an afternoon rather than a course.

What do you need from us?

The brief, the brand and the access: what you want it to do, how you sound, and logins to the systems it should reach, read only to begin with if you prefer. Everything after that is us.

• Team training and upskillingTrains your team on your own systems, with automations shipped in the room, a playbook in your wiki and a weekly clinic to keep it moving.Open page
• AI strategy and roadmapFinds every process worth automating, prices each one in your figures, puts them in build order, then builds and runs the lot in your accounts.Open page
• Support and maintenanceWatches every automation on every run, patches it the day a system underneath it changes, and reports what it did each month.Open page