Smart AI Operations Assistant
One Assistant. Four Systems. Zero Manual Switching.
What They Were Facing
The client handled customer communication, job management, and accounting across disconnected systems — QuickBooks, Housecall Pro, Gmail, and SMS. Staff had to manually switch tools, copy data between them, and respond slowly to customers. They wanted a single intelligent assistant that could understand requests, fetch accurate data, and take action across their existing systems without changing how the team worked.
What We Built
We built a production-grade AI assistant orchestrated through MCP servers. It reads and writes invoices, customers, and payments in QuickBooks; interacts with Housecall Pro for job status, scheduling, and service details; sends and receives SMS via Twilio; and drafts and reads email through Gmail. It understands natural-language queries and executes multi-step actions autonomously — with heavy emphasis on reliability, scoped permissions, and safe execution so it behaves like a trusted operations assistant rather than a chatbot.
Technologies Used
Impact & Outcomes
The time we were losing just switching between systems was killing our response times. This assistant paid for itself within the first few weeks.
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