Let teams work across systems without giving AI unapproved authority.
OvatioIQ Agent gives users one chat surface for configured operational systems, then turns repeatable work into reusable skills, boards, context packs, scheduled briefs, projects, quick actions, and workflows. It can gather context across multiple MCP servers, run read-only lookups in parallel where possible, and pause known or configured system-of-record changes behind a human-readable approval card.
What Agent helps teams do
Agent is for workflows that cross the boundaries of ordinary applications: a support question that needs ticket history, device status, customer context, and billing impact; an operations question that needs ERP context and follow-up action; or a manager who wants one place to understand what changed before approving it.
| Need | Agent capability | Why it matters |
|---|---|---|
| Ask across systems | Merges tools from multiple configured MCP servers into one model tool set. | Users can ask one question instead of manually stitching together context. |
| Move quickly on read-only work | Executes read-only tool calls in parallel where possible. | Investigations spend less time waiting on sequential lookups. |
| Keep people in control | Known and configured system-of-record changes yield a confirmation request. | Approvers see the proposed action before it runs. |
| Make approvals understandable | Formats approval cards with business labels and summaries. | Users approve the business action, not raw tool payloads. |
| Package repeatable work | Turns common prompts, procedures, briefings, and workspace artifacts into reusable surfaces. | Teams can run consistent processes instead of reinventing each chat session. |
MCP-native architecture
Register MCP servers and Agent merges their tools into the running tool set. Tool calls are routed to the right server automatically, so a single conversation can gather context from multiple operational systems. Additional MCP servers can be added at runtime, and plugin-delivered tools can be exposed as MCP-callable capabilities. Read-only calls can run in parallel where possible; actions that require approval pause the run.
A user asks for customer, ticket, device, billing, or ERP context in one place.
Load tool sets from configured MCP servers.
Send each lookup to the right server.
Parallelize read-only lookups where possible.
Summarize findings or draft the next action.
Agent returns the combined picture and prepares the next step without forcing app switching.
The OvatioIQ Chat workspace
Agent is more than a message box. It gives teams reusable surfaces for recurring work, so the best prompt, context, output format, and approval path can be packaged once and used again.
| Surface | Prospect-friendly description | Benefit |
|---|---|---|
| Boards | Shared workspaces where useful outputs, visual summaries, charts, and action blocks can persist after a conversation. | Turns a chat answer into an operational view the team can revisit and update. |
| Context Packs | Reusable bundles of business context that can be attached to a project, saved as a snapshot, or refreshed from live sources. | Keeps recurring work grounded in the right client, incident, account, or operating context. |
| Scheduled Briefs | Recurring brief templates with cadence, source, and target settings for boards or context packs. | Automates the rhythm of status updates, executive summaries, and team readouts. |
| Skills | Reusable instruction sets with allowed tools, templates, and invocation settings for specific jobs such as triage, health checks, financial reviews, or incident command. | Standardizes expert workflows so teams get consistent output and better tool use. |
| Projects | Project and subproject spaces with membership, visibility, and related chats, boards, context packs, briefs, and workflow runs. | Keeps client work, incidents, departments, and initiatives organized instead of scattered across conversations. |
| Quick Actions | Customizable prompt starters for high-frequency questions and operational checks. | Gets users into the right workflow quickly while preserving your team's preferred wording. |
| Workflows | Tracked runs that connect a skill, inputs, context pack, conversation, status, current step, and final result. | Makes multi-step agent work easier to monitor, resume, and review. |
Changes with human approval
When a known or configured system-of-record change is requested, the agent pauses and yields a confirmation request. The chat renders an amber approval card with business-friendly labels, a summary of the proposed action, and the fields that will be sent. Pending approval state expires after five minutes.
Agent has enough context to create, update, or send something in a configured system.
Show the business purpose in plain language.
List the important values that will be sent.
Hold pending approval for five minutes.
Continue on approval or end on rejection.
The action runs only after approval; rejection or timeout prevents the change.
Compatibility with Ovatio Comply
Agent's built-in approval flow covers known and configured change tools. When teams need policy enforcement across a broader or more dynamic tool surface, Agent should run behind Ovatio Comply so calls can traverse pre-request enforcement, post-response masking, HITL policy, and tamper-evident audit logging.
Extensible through SDK plugins and MCP
Client and partner developers can extend Agent in two practical ways. First, register additional MCP servers so Agent can reason over new operational tools through the same chat surface. Second, use the OvatioIQ Plugin SDK to provide MCP-callable tools and install reusable skills into Agent's skill store. That makes extensions feel native to users while keeping tool registration and skill packaging outside the core product.
What ships today
- A chat-driven agent loop with MCP server management, streaming responses, and confirmation/resume handling.
- Multiple configured MCP servers merged into one model tool set, with read-only calls parallelized where possible.
- Approval cards for known and configured system-of-record changes, including business-friendly labels and five-minute pending approval state.
- Workspace surfaces for boards, context packs, scheduled briefs, skills, projects, quick actions, and workflow runs.
- Plugin bridge support for SDK-delivered tools and skills when Agent shares the OvatioIQ plugin framework.
- JWT auth, bcrypt password hashing, token revocation, login attempt lockouts, and security audit logging.
Where it fits first
Agent is strongest in workflows where humans already coordinate across several systems and want AI to do the gathering, comparison, drafting, and action preparation. It does not remove the approver from consequential work; it gives the approver a cleaner decision point.
Nine operational stacks. One product pattern.
Different MCP servers, same conversational surface and approval pattern.
Financial Services
Banks, fintech, asset managers, and RIAs running the front office across many systems.
Typical systems:core banking, CRM, trading and portfolio platforms, risk and compliance, accounting
Manufacturing
Discrete and process manufacturers and industrial OEMs coordinating shop floor and supply chain.
Typical systems:ERP, MES, CRM, quality and QMS, inventory, supplier management
Managed Service Providers
IT services firms managing client environments end to end and tracking the economics behind it.
Typical systems:PSA, RMM, accounting, CRM, ticketing, productivity suite
Field Services & Skilled Trades
HVAC, electrical, plumbing, and mechanical service businesses across residential and commercial markets.
Typical systems:dispatch and scheduling, CRM, accounting, inventory, mobile field tooling
Healthcare
Health systems, multi-specialty groups, and ambulatory networks running clinical operations.
Typical systems:EHR, scheduling, billing and claims, lab and imaging, pharmacy
Insurance
P&C, life, and health insurance carriers, MGAs, and brokers.
Typical systems:policy administration, claims, underwriting, CRM, billing
Logistics & Transportation
3PLs, freight forwarders, and distribution operators moving freight and managing carriers.
Typical systems:TMS, WMS, freight billing, carrier management, CRM
Retail & E-commerce
Multi-channel retailers, DTC brands, and marketplace sellers spanning storefront and back office.
Typical systems:POS, inventory, OMS, fulfillment, CRM, marketing
Professional Services
Legal, accounting, consulting, engineering and architecture firms billing knowledge work.
Typical systems:practice management, time tracking, billing, CRM, document management