— The Great Work · Dossier No. 01 —
Claude, set up properly, for the small business that wants AI to do real work, not make expensive noise.
Most small businesses are already paying for AI. Few are getting work out of it. We set up Claude, from Anthropic, inside the business you actually run: connected to your books, your boards, your inbox, and your calendar, with clear rules about what it may and may not do. Then we stay on to make sure the money you spend on AI shows up on the other side, and that the work you paid for is yours to keep.
Founders who touch everything and want the busywork to stop touching them. Coaches, healers, event producers, nonprofits, studios, and small hospitality operators who have tried a chatbot, liked the demo, and never saw it change a single Tuesday.
If you have a QuickBooks file, a project board, and more email than hours, you qualify.
Executive-by-executive Claude setup. Accounts, projects, and instructions for each person who will use it, tuned to their actual job.
Connections to your real tools. Model Context Protocol connections, the plumbing that lets Claude read and act inside QuickBooks Online, Monday.com, email, calendars, and the rest of your stack, including custom servers we build when no good one exists.
AI agents with a job description. Agents that draft, reconcile, triage, and report, and that stop at a human before anything irreversible.
Responsible vendor selection. Which AI tools to buy, which to cancel, and which to never sign up for.
We start with a fifteen-minute call. If we are a good match, a one-page proposal follows within the week.
Then an audit of what you run today, a plan for where AI earns its keep, and a staged rollout, one person and one workflow at a time. Every engagement is governed by a published charter: nothing auto-sends, corrections are filed beside errors rather than over them, and the proprietor is accountable for the output. Not the software.
We built our own first. Mercurius is a Model Context Protocol server linking Claude to QuickBooks Online. He prepares the close-readiness check for our bookkeeping clients, and a human reviews every entry before it posts.
He is one of the High Seven, the supervised agents that work for the house. Read the charter they work under.
No. You talk to Woody. The agents are how the work gets done, not another system for you to administer.
Never. Nothing auto-sends. Agents draft; a human reviews and sends. Every irreversible action ends at a person.
Claude, from Anthropic, connected to your tools through the Model Context Protocol. We choose it on purpose and we explain why on the first call.
Record No. E-023 · Multi-Brand Founder
Received: three brands, one inbox, no system of record, and software subscriptions nobody could name the purpose of.
Returned: a rationalized stack, each brand with its own books and boards, websites launched, and an AI-assisted back office the founder operates without us on most days. We consider this the point.
— Filed · Runs Without Us —
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— Log Entry · Agents Briefed —