In practice
MCP for agents
Connect Cursor, Claude, and other MCP clients with OAuth. Tools respect scopes (tickets, projects, deliverables, time, templates, onboarding), agents act as your agency, and MCP settings show connected clients plus recent actions so “under your permissions” is visible, not just a promise. Staff confirmation still gates welcome emails, retainers, and other client-facing or billing actions.
Agents act under scopes you grant, with an audit trail in settings. They can browse templates and start onboarding, but staff still confirm before anything reaches a client or billing.