The owner asks the pipeline a question from his phone
A hosting company's CEO wanted to know "how many open quotes do we have and what are they worth?" without opening QuoteWerks. His QuoteWerks data was connected to Claude in two minutes via MCP; he now asks in plain English and gets live numbers. Read-only by construction — the AI is offered no write tools at all.
- Owner
- answers, not reports.
- Manager
- "which quotes expire this month?" is a sentence, not a spreadsheet.
- IT
- nothing installed, nothing to patch.
