For agencies, 10–50 people
Keep your tools.
See the whole business.
Your agency runs on a dozen tools, and none of them shows you the whole picture. CCD Suite connects what you already run into one knowledge graph, then answers the questions that cross every tool. No migration. Missing a CRM, HR, or a client portal? Use ours.
Connects your stack · 14 AI agents · one knowledge graph · you approve every action
Which clients haven't I contacted in 30 days but still have open projects?
01 · How it works
Three steps. No tab tour.
Most tools make you go find the answer. CCD connects the tools you already use into one graph, then lets the agents reason across it — so you ask in plain English and get an answer with its working shown, in seconds.
Connect what you already run.
Link Google Workspace, Slack, HubSpot, and the rest of your stack. Your team keeps working where it already works; CCD maps it all into one graph. Tools without a connector come in by CSV. For what you don't have yet, like a CRM, HR, or a client portal, use ours.
Connectors + importers map every tool into one typed knowledge graph.
Ask the question that crosses modules.
“Which of my late invoices are on stalled projects?” “Who’s overloaded this month?” The orchestrator routes to the right team-lead agents, which traverse the graph across CRM, projects, and finance in a single pass — no SQL, no tab tour.
14 agents · multi-hop traversal · an answer with evidence.
Act — with you still in control.
Your automations reassign a task or update a record on their own — reversible, internal moves. But anything that touches money, a client, or your team stops for your sign-off, and the action plan is hashed so nothing can change between the preview and your approval.
Autonomy where it’s safe · a human on every write that isn’t.
The graph is the unit of intelligence — every contact, deal, task, and invoice is a node; every relationship an edge. See how the knowledge graph works →
02 · Connect
Connect what you run. Keep working in it.
CCD doesn't ask your team to move. Connect the tools that hold your clients, projects, and money, and CCD maps them into one knowledge graph the agents can reason over. Anything without a connector comes in by CSV.
Connected today
7 sources- Google WorkspaceContacts · calendarLive
- HubSpotCompanies · contacts · dealsLive
- SalesforceAccounts · contacts · opportunitiesLive
- QuickBooksCustomers · invoices · expensesLive
- StripeCustomers · invoices · paymentsLive
- ZapierTriggers + actions into anything elseLive
- CSV · ExcelAny tool that exports · presets for Pipedrive, monday.com, AsanaLive
Coming soon
prioritised by what customers run- SlackChannels + threadsSoon
- Gmail · Google DriveEmail + documentsSoon
- Microsoft 365Outlook · calendar · SharePointSoon
- Monday.comBoards + itemsSoon
- AsanaProjects + tasksSoon
- NotionDocs + databasesSoon
- Xero · Sage · Zoho BooksInvoices + receivablesSoon
- WhatsApp BusinessClient conversationsSoon
- MCP serversBring any tool that speaks MCPSoon
Don't see yours? Tell us what you run. We build connectors in the order customers ask for them.
Works with what you use. Fills in what you don't.
Connect yours, or use ours
Already run one? Connect it. Don't? Start on ours.
- CRM· HubSpot · Salesforce · or ours
- Projects· your PM tool · or ours
- Finance· your accounting · or ours
Native
Most firms your size don't have these yet, so we built them in.
- Client portal· magic-link, no client seats
- People & HR· reviews, leave, contracts
- Analytics· cross-org benchmarks
- Content & social· campaigns + publishing
03 · Who does the thinking
Your inbox, already reasoned through.
Before you open it, the agents have walked the graph and surfaced what needs you: the overdue invoice on a stalled project, the deal at risk because its owner is on leave, the teammate carrying too much. Each card shows its working. You decide what happens next.
Fourteen agents in three tiers do the work. Quick lookups go to a fast model; multi-hop reasoning goes to a stronger one.
Claude Haiku for lookups · Claude Sonnet for reasoning · routed per query
- Orchestrator
- Reads the question, picks the path, coordinates the work.
- Team leads
- Eight of them — CRM, projects, finance, HR, and the rest. Each owns a domain.
- Specialists
- Narrow experts called in when a team lead needs depth — budget reconciliation, contract review, pipeline scoring.
04 · The company brain
Not just records. How your company works.
Your CRM stores the deal. Nothing stores why the client got a discount, who signed it off, or how your team actually runs a kickoff. That knowledge lives in people's heads, and it walks out the door when they do.
CCD keeps both. Clients, projects, and invoices from every tool you connect, plus your team's procedures and the approvals behind every action the agents take. Ask a question and the answer shows the path it took to get there.
Self-host
Your data,
your hardware.
One docker-compose, a free licence key, an LLM that runs on your laptop. No outbound API call for the agent unless you opt in. Your clients, your projects, your finances — never leave your network.
- Bundled Llama 3.1 8B Instruct — runs on a 16 GB workstation.
- Or point it at your own OpenAI or Anthropic key with two env vars.
- Edit memory.md, skills/*.md, tasks.md by hand — the agent picks up your changes.
- Same migrations as cloud. Same agent. Same modules.
Two separate choices
- Where CCD runs:
- our managed cloud, or your own hardware.
- Whose AI account it uses:
- our managed brain, or your own key. Self-host always uses yours (bundled or BYO). Bring-your-own-key on our cloud is coming.
Free licence key
Request your free key, drop it in .env, and run docker compose up — the full product on your hardware in minutes.
Free for one user · every module · bundled or BYO LLM.
Linux, macOS, WSL2. Single host or full cluster.
Zero outbound calls with the bundled model.
Llama 3.1 8B comfortably; 70B with more RAM.
Edit ~/.ccd/skills/*.md — agent picks it up.
Stop tab-touring your own business.
Ask it something instead.
Free to self-host · five design-partner slots left on cloud