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>_ claude ⇄ xero ⇄ crm ⇄ sheets :: native, not glued

AI Inside the Tools You Already Pay For

Connect Claude directly to the systems your business already runs. No platform switch. No rebuilding workflows.

01 / SIGNATURE

The Signature Feature

Signature feature● standard on this system

MCP (Model Context Protocol) lets Claude read and write directly from your CRM, accounting software, spreadsheets, and databases. Your data stays where it is. Your team keeps using the tools they know. The AI gets instant, live access to everything it needs to act.

Think of it this way: instead of gluing systems together with webhooks and manual data pulls, Claude talks natively to what you've already built. A quote-drafting agent reads live supplier pricing from your spreadsheet, pulls the client job from your CRM, and delivers the finished quote in seconds. No API middleman. No sync delays.

02 / WHAT IT DOES

What It Does

AI that speaks your stack

Your CRM, Xero, Google Workspace, Meta Ads, databases: all of it becomes part of the conversation. Agents learn your business data the moment they need it. No training delays. No hallucinations about stale information.

Data stays yours

We don't shuffle your information through public clouds or unknown APIs. Custom integrations run on your infrastructure or within the tools you control. Your data flows through your walls.

Instant operator handoff

Build approval loops in seconds. An AI drafts a quote, flags it in Discord, and waits for your nod before sending. Your team controls the moments that matter. The machine handles the rest.

New capabilities for old software

Your accounting system doesn't have an AI assistant. Now it does. Your lead spreadsheet doesn't auto-nurture. Now it can. Layer AI onto what already works, instead of ripping it out.

03 / IN YOUR BUSINESS

What It Looks Like in Your Business

REPRESENTATIVE SCENE · YOUR BUSINESS

Monday morning, 07:15. A customer inquiry lands in your CRM web form. The moment it arrives, an AI agent writes a response: pulls the client history, checks current pricing against today's stock, drafts a quote with your margin rules baked in, and posts it straight into the conversation thread. Your sales team wakes up. The lead is already warm. No 24-hour first-response penalty. No data re-entry.

By midweek, your operations person notices the quote landed in Xero correctly, the follow-up sequence fired, and the customer replied. The agent caught the urgency, flagged it hot, and it's sitting on your morning brief before you opened Slack. You never logged into the CRM. The agent lives inside it.

By next Monday, you're running a weekly ops report that pulls actual numbers from your revenue ledger, your open jobs, and your staff timesheets. No manual spreadsheet collection. No copy-paste from three systems. One query to Claude, and it delivers the briefing on schedule. Every number is live.

AISA · FIELD CUT2.39:1
04 / HOW WE BUILD IT

How We Build It

Audit. We map your data architecture: where information lives, how it flows, and where the friction points are. Which decisions still need humans. Which ones the machine can own.

Architect. Custom integration design: which systems connect, where the AI waits for approval, what data triggers what action. Spec locked before code starts.

Deploy. We build, test, and wire the MCP servers to your live systems. Your team trains on what's new. Handoff docs and runbooks stay with you.

Optimise. New integrations, tighter approval loops, and faster decision logic as you scale. The system grows with your business.

05 / PROOF

Proof

From the recordWe've built 10+ custom MCP integrations in daily production. From accounting systems that draft invoices with live exchange rates, to CRM agents that route leads to the right rep based on current capacity, to data layers that turn your operational records into a searchable knowledge base.
From the recordVeblen Group is a member of the Claude Partner Network. We build with the partner resources and standards Anthropic provides through the program, and every integration ships secure, fast, and owned by your team.
06 / THE STACK

Stack Pills

ClaudeClaude APIModel Context ProtocolXeroGoHighLevelGoogle Workspacen8nMakeRailwayPostgresSupabaseZapier
07 / QUESTIONS

FAQ

We're on ChatGPT today. Can you move us across?

Yes, and it's a packaged service: accounts stood up, custom GPTs rebuilt as Claude Projects and skills, prompt libraries migrated, integrations rewired, team trained. See ChatGPT to Claude for the full picture.

Why not just use Zapier or Make?

Zapier and Make are brilliant for simple workflows: if X then do Y. But they hit walls fast when the logic is conditional (if X and Y are true but Z is false, then do B differently), when you need live data from three systems at once, or when the logic evolves every week as your business learns. Custom integrations let Claude reason across your entire data landscape in real time. Zapier and Make stay for the plumbing. Claude lives for the thinking.

Won't this lock us in to Claude?

No. MCP is an open protocol Anthropic published for anyone to build on. Your data stays in your systems. The integration code is yours. If you ever want to swap to a different LLM, the same MCP server can talk to Sonnet, Haiku, or anyone who adopts the standard. You're not locked into Claude. You're locked into your data, which is where you should be.

How long does this take to set up?

Depends on your stack. Timeline varies by integration complexity. We scope it during your free call based on your specific stack and requirements. We move faster than traditional integration vendors because we build in the open, with your team watching.

Is this secure? Our data is sensitive.

Yes. MCP runs on your infrastructure or within systems you control. We never cache your business data on our servers. API keys and credentials stay in your secrets vault or in the tools themselves. Every integration is audit-logged so you can see exactly what the AI read and wrote.

What if we change tools in the future?

The integrations you build are tied to your current stack, but the framework stays. If you replace your CRM or upgrade your accounting software, we repoint the integration to the new system. The AI logic and approval flows don't change.

08 / READY TO CONNECT

Ready to Connect

Your systems are already tracking everything your business does. Let's unlock them.

Book a free 15-minute call and we'll map what's possible with your stack.

Contact

Ready to deploy AI
that actually works?

Tell us about your business, then pick a call time on the next screen. After the call, if it's a fit, a senior engineer follows up within 24 hours with a clear scope and timeline.

85%cost per lead cut, trades & manufacturing client
20 to 30hrs/week back, client-reported, back-office automation
330calls/month answered by one client's AI phone system
Member of the Claude Partner Network

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