One request. A team of agents.
- The request
Ask for the whole job.
The coordinator splits it into tasks for the right agents.
Prepare the Q3 review: overdue invoices by customer, the matching contracts in SharePoint, and a chart.- Overdue invoices by customerBusiness Central37 overdue
- Matching contractsFiles & knowledgeTrey Research - Service agreement.pdfAlpine Ski House - MSA 2025.pdf
- Q3 chartCharts
- Hand-off
Each task goes to its specialist.
Business Central, files and charts agents work in parallel.
MyWorkMate- Business Central
- Files & knowledge
- Data analysis
- Charts
- Research
- Planning
A coordinator agent connected to six specialist agents - Result
One answer, merged.
Figures, contracts and the chart, in one reply.
Prepare the Q3 review: overdue invoices by customer, the matching contracts in SharePoint, and a chart.
Four customers are more than 60 days overdue, for a total of $48,920.
2 matching contracts in SharePoint- Trey Research - Service agreement.pdf
- Alpine Ski House - MSA 2025.pdf
Overdue more than 60 daysAmount overdueTotal $48,920Overdue more than 60 days Trey Research $18,450 Alpine Ski House $12,300 Relecloud $10,870 School of Fine Art $7,300 The overdue receivables answer, from the CRONUS sample company
Files you can find, even by picture
- Files agent
Search by what a photo shows.
Connect, index and search your files. It understands what your images show.
- OneDrive
- SharePoint
photos of damaged pallets- Warehouse, dock 3In the picture
- Delivery, 14 OctIn the picture
- Damage claim.pdfBy meaning
None fits? Build your own.
- Build your ownComing soon
Build agents for your processes.
Snap together rules, tools and data.
New agentCollections assistantReady to run- RulesRemind customers over 60 days overdue
- ToolsBusiness Central · read
- DataCustomer ledger
Where it works. And when.
- ConnectorsPartly available
Plugged into your systems.
Business Central through its official MCP server.
- Business CentralOfficial MCP server
- OneDriveFiles, synced
- SharePointSites and libraries
- Uploaded filesPDF, Excel, Word
- The webSearch and read
- Add any MCP serverComing soon
- CRM systemsComing soon
- OutlookComing soon
- TeamsComing soon
- SchedulesComing soon
Runs on schedule. Reports back.
It works while you are away.
You: awayEvery Monday · 08:00Overdue receivables summaryScheduledRunningSent- Next run: Monday 08:00
- Reading the customer ledger
- Sent to the finance team
You stay in control.
- Governance
Nothing changes without your approval.
Every write waits for you.
Waiting for your approvalCreate 3 reminder entries for overdue customers in Business Central?
Trey Research · Alpine Ski House · Relecloud
- Write accessApproval rules
- Ask before every write
- IsolationPer user, per company
- Audit logComing soon
- Memory you can reviewComing soon
- Permissions
Decide once what each tool may do.
Allowed, ask first or denied. Your rules hold in every chat.
Tool permissions- Read the customer ledger: Allowed
- Search SharePoint and OneDrive: Allowed
- Create payment reminders: Ask first
- Edit customer cards: Ask first
- Send emails: Denied
- Edit files: Denied
Applies to every agent, in every chat.
