How our agency goes agentic — a shared AI "brain" that can read our calls, update GoHighLevel, talk to Stripe, build deliverables, and keep the whole team in the loop. This page explains the what, the why, the risks, and your first assignment.
Imagine one shared "Chief of Staff" that never sleeps. It reads every client call (via Fathom), knows who signed what (via our agreements + Stripe), watches who's happy and who's drifting (via GoHighLevel), and can act — draft the deliverable, update the roster sheet, ping the right person. We don't each babystep it. It works on a schedule and leaves us one daily brief plus a short list of things waiting for a yes.
Two teams, one brain. Adam & Brian build the apps that ship unbelievable deliverables. Meg, Ranjeet, Farah, Kevin & Dabeer present the solutions and service the clients into momentum pods.
These three get mixed up constantly. Here's the clean mental model.
A password for software. It proves "this program is allowed to act as us." Looks like sk_live_… or cfut_….
The set of doors a service offers. "Stripe's API" = all the things you're allowed to ask Stripe to do (list charges, refund, etc.). The token decides which doors your card opens.
Model Context Protocol — a universal adapter that lets the AI use many APIs through one standard plug, so we don't hand-wire each one. It also lets the AI use tools safely and consistently.
A written playbook the AI loads when a task matches. It's knowledge + instructions: "here's exactly how we write a follow-up email," "here's our refund policy." Skills don't do anything by themselves — they make the AI better at a specific job.
Think: an SOP in a binder the assistant grabs off the shelf.
An actor with a goal, tools, and autonomy. It can take steps, call APIs, make decisions, and loop until done. An agent uses skills and tools to accomplish something.
Think: the assistant themselves — who reads the SOP, then goes and does the work.
Same underlying brain (Claude). Very different cockpits.
| Surface | What it is | Best for | Watch-outs |
|---|---|---|---|
| Claude Desktop app | Chat window. Great conversation, can use MCP tools you connect. | Thinking, drafting, asking questions, light tool use. | No real file/project workspace; not built for shipping code. |
| Claude Code | A terminal-based agent that reads/edits your whole project and runs commands. | Power users who live in the terminal; scripted agent runs. | Terminal-first; less visual; easier to fire broad actions fast. |
| VS Code + Claude (us) | A full editor where the agent sees your files, runs commands, deploys, and you see every change visually with undo. | Building + deploying real things as a team, with guardrails and version history. | Slight learning curve — but it's the safest, most visible way to build. |
A browser extension where Claude can see and act on the web page you're on — fill forms, click, summarize, pull data from a dashboard.
Great for: working inside GHL, Stripe, or any web tool alongside you.
The standalone chat app on your Mac. Connect MCP tools, talk through problems, draft. Your everyday thinking partner.
Great for: ideation, writing, quick tool calls.
The collaborative/agentic workspace where Claude works on longer multi-step tasks alongside a team, with shared context.
Great for: a shared agent the pod can all direct.
Where Claude produces visual, interactive deliverables — pages, mockups, mini-apps you can see and share immediately.
Great for: client-facing deliverables that need to look great fast.
⚠️ The Claude product line moves fast and names/availability change. Treat this as the working picture as of June 2026 — we'll confirm specifics per surface as we adopt each one.
| Integration | What the brain can do with it | Status |
|---|---|---|
| Fathom | Read every client call + transcript; summarize, extract decisions, spot churn signals. | ✅ live |
| GoHighLevel (GHL) | See pipelines, appointments, conversations; trigger notifications when a client is angry / quiet / thrilled. | ⏳ to wire |
| Stripe | See who paid, who churned, MRR; cross-reference past clients for reactivation. | ✅ key tested |
| Cloudflare | Publish pages, dashboards, and deliverables to live URLs (like this page). | ✅ deploying |
| Google (Docs / Sheets / Drive) | Read client notes; keep the shared client roster sheet updated in real time. | ⏳ to wire |
| Zoom | Pull recordings + transcripts for calls not on Fathom. | ⚠️ needs S2S app |
| Basecamp | Project/task visibility so deliverables route to the right owner. | ⏳ to wire |
| Google Chat | Push the daily brief + alerts where the team already talks. | ⏳ to wire |
| Twilio | SMS notifications/outreach (after A2P compliance). | ⚠️ needs Account SID |
VS Code extensions worth having: the Claude/Copilot extension, GitLens (history), REST Client (test APIs), and the Cloudflare/Wrangler CLI for deploys.
Power cuts both ways. An agent that can update GHL can also mess up GHL. Here's how we stay safe.
The shared, curated knowledge + the Chief-of-Staff orchestrator. Knows our playbooks; never holds your private life.
The integrations: Fathom, GHL, Stripe, Google, Cloudflare. Each one scoped and labeled.
Plain-code safety (not AI): invariants, permission tiers, kill switch, and the "needs Brian's yes" queue.
Small, concrete, and designed so you learn by doing. ~30–45 minutes.
Pods of four that meet every other week for an hour create accountability and community — happier clients, lower churn, easier delivery. The brain helps us (a) reactivate past believers who stalled, (b) deliver consistently, and (c) spot churn early. The price floor is $697/mo and we intend to raise it as the deliverables get more "unbelievable."