Services

Agent implementation services for financial and professional services.

Airclerk helps regulated organisations assess, design, build and operate agent-powered workflows. Six services. One implementation discipline. Most engagements start with the fixed-price Readiness Sprint.

Claude or Microsoft Copilot — you choose. Claude is our default for new builds.

01 / Strategy

Agent Strategy & Readiness

Before building, financial and professional services firms need to know which agent workflows are worth pursuing, what governance is required, and what production blockers need to be resolved.

  • - Pilot autopsy across prior AI work
  • - Workflow opportunity mapping
  • - Production-readiness scoring
  • - Target architecture sketch
  • - Governance baseline
  • - Implementation plan
02 / Build

Agent Workflows

Build governed agent workflows connected to real systems, documents and teams - not another portal.

  • - Agent-powered workflows
  • - MCP servers & custom connectors
  • - Document ingestion & analysis
  • - Human approval flows
  • - Audit logs & evidence capture
  • - Workflow state tracking
  • - Permission-aware data access
  • - Evaluation & monitoring
03 / Engineering

Claude Code Enablement

Help regulated engineering teams adopt Claude Code safely and productively.

  • - Claude Code setup & repo access
  • - Coding standards & review workflows
  • - Test generation & legacy understanding
  • - Secure SDLC alignment
  • - AI coding guidelines
  • - Adoption measurement
04 / Integrations

MCPs, Connectors & Integrations

Agents become more valuable when they can safely access the right tools, documents and systems. Claude and Copilot bring a library of Microsoft connectors out of the box, and we build custom MCPs for everything else.

Out of the box

Microsoft connectors

  • - Microsoft 365 & Entra identity
  • - SharePoint document libraries
  • - Outlook & shared mailboxes
  • - Microsoft Teams workflows
  • - OneDrive & Office documents

Permission-aware. Audit-logged. Tenancy-respecting.

Custom builds

MCPs & connectors we build

  • - CRM & broker portal integration
  • - Policy & claims system access
  • - Document repository & DMS
  • - Legacy system integration
  • - Browser automation where APIs don't exist

Scoped to your workflow. Built to your security posture.

Customer-facing MCP apps

Put your products inside ChatGPT and Claude.

A specific use case: MCP apps that let customers quote, renew or check claims from inside their AI assistant. For insurers, MGAs and brokers.

See MCP apps
05 / Governance

AI Governance for Financial and Professional Services

In regulated financial and professional services, governance is not a later phase. It is part of the product.

  • - What the agent can access
  • - What the agent can recommend
  • - Where human approval is required
  • - What gets logged
  • - Evidence capture
  • - Output review
  • - Incident handling
  • - Continuous evaluation
06 / Operate

Managed Agent Operations

Production agent workflows need ongoing monitoring, improvement and governance.

  • - Workflow monitoring
  • - Prompt & tool refinement
  • - Evaluation updates
  • - Connector maintenance
  • - Governance updates
  • - Usage reporting
  • - New capability adoption
  • - Workflow expansion
Most engagements start here

Agent Production Readiness Sprint.

A board-ready agent implementation plan in two weeks.

View the sprint