My own agency: multi-client operations

An agentic operating system for running 10+ client accounts

AI agents work across 10+ client accounts. Anything that touches money or a client message waits for my approval.

Role
Designer, builder and daily operator
When
March 2026 to present

Problem

When one person runs 10+ client accounts, things slip between sessions. Credentials, rules and history drift.

Client work needs continuity, and a person has to approve anything that spends money or messages a client.

What I built

  • A git-based workspace for each client, with agent instructions, reusable skills, planning docs, working memory and dated session logs.
  • Shared skills and scheduled routines that every workspace can use.
  • MCP servers and command-line tools that connect the agents to the CRM, WordPress, Google Workspace and QuickBooks.
  • Written approval rules. Email drafts stay unsent until I review them, the inbox routine may only add or remove labels, and destructive commands are blocked by default.
  • Proof rules: no invented testimonials and no metric without a source. This site follows them.

Stack

  • Claude Code
  • MCP servers
  • Google Workspace command line
  • Git and GitHub
  • HighLevel
  • WordPress
  • QuickBooks
  • Vercel
  • NoCodeBackend
  • Make

Outcomes

  • 31 client workspaces, each with its own agent instructions.
  • 25 shared skills and 7 scheduled routines.
  • In daily use since March 2026, with 2,000+ commits of history.

How it fits together

How the agentic operating system worksThree lanes. Top lane: Janine, the approver. Middle lane: an AI agent session in a client workspace reads the workspace rules, skills, working memory and dated logs, and scheduled routines write to the same logs. The agent drafts work, and the drafts stop at an approval gate. Bottom lane: the tools the agent reads and drafts in (CRM, WordPress, Google Workspace, QuickBooks, hosting and app platform, email drafts). Anything that sends, bills, publishes or deletes goes through the gate first, and only Janine opens it.APPROVERJanine (approver)AGENT WORKSPACEDated logsWorkspace rulesSkillsWorking memoryAI agent sessionin a client workspaceScheduled routineswrite to the logsAgent draftsApprovalgateJanine approvesTOOLSThe agent reads and drafts here.only after approvalAnything that sends, bills,publishes or deletesCRMWordPressGoogle WorkspaceQuickBooksHosting andapp platformEmail drafts
The agent can read and draft on its own. Anything that sends, bills, publishes or deletes waits for my approval.